Tracy Powell-Warne
Login to view DISC.Tracy Powell-Warne is the Co-Founder and Chief Compliance Officer at Synergy Capital of Colorado, an investment advisor for public entities and private clients. She leverages a Masters in Organizational Leadership and over a decade of experience from Wells Fargo to oversee compliance, internal controls, and lead client relationships, blending financial expertise with a results-driven approach.
Outside of finance, Tracy is passionate about travel, literature, and the culinary arts. She actively contributes to her community by serving on local nonprofit boards. Her personal interests and professional expertise are often blended to create a unique and personal connection during client events.
Tracy holds a Level 2 Sommelier certification, reflecting her deep interest in the culinary arts.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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