Bankers Trust
Tracy Linn is an experienced professional in wealth management, currently serving as a Wealth Management Client Associate at Bankers Trust since August 2021. Prior to this, Tracy worked as a Securities Processing Administrator at GreenState Credit Union and at First American Bank, where responsibilities included supporting client-facing Internal Account Administrators with securities and operations issues, placing trade orders, and ensuring settlement with custodian banks. Tracy's background also includes various roles at Aviva Investors, involving securities filing and cash coordination, as well as office management positions at NetWorks, Inc., Air-Mach, and the Iowa/Nebraska Petroleum Council division of API. Tracy's career is supported by education from Abraham Lincoln High School and Des Moines Area Community College.