dakota
Tracy Rogers has extensive work experience in various roles within the financial and real estate industry. In 2005, they started their career as an Annuity Application Underwriter at Allianz, where they worked until 2007. In the same year, they joined Dakota as a Director of Client Service and was later promoted to Chief Administrative Officer in 2012. At Dakota, they are responsible for leading the client service efforts for the Investment Sales team, managing client inquiries and RFPs, and overseeing training programs for new employees and interns. From 2007 to 2009, Tracy also worked as Director of Client Services at Penn Square Real Estate Group. In 2010, they joined Edgewood Management as a Client Services Associate, where they worked until 2013.
Tracy Rogers obtained a High School Diploma from Radnor Senior High School, where they attended from 1997 to 2000. Following their high school education, they pursued a Bachelor of Science (B.S.) degree in Business, Management, Marketing, and Related Support Services at Gettysburg College from 2000 to 2005.
dakota
Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since. Our Investment Sales team is an outsourced sales and marketing team for other boutique investment management companies to supply the sales, marketing, and client services for your business! Our eight team members will accelerate your firm's growth by partnering with our established third-party marketing team. Dakota Marketplace is an up-to-date institutional investor database with over 9,000 qualified contacts and 31,000 contacts. We can assure you it’s updated daily because our team is in the market using this data in their day to day roles! Within Marketplace you gain access to: - Institutional Searches - Public Plan Minutes - Public Pension Investments - Field Consultant Information - Manager Presentations - Fee Studies - 13F and Investment Holdings We are here to help your sales team grow, and we understand every firm is different. Take this quiz to see which of our resources is best for you and your investment firm. https://www.dakota.com/self-selection