Chuck Tracy, CFA, is currently a Principal Product Manager at Intuit, focusing on integrating QuickBooks and Mailchimp to enhance small business capabilities. With over 10 years of experience in building data-oriented SaaS technology products, Chuck has previously held roles at Morgan Stanley, Franklin Templeton Investments, and Workday, where they contributed significantly to investment strategies and product launches. A graduate of UCLA Anderson School of Management with an MBA, Chuck also holds a BA in Finance and Economics from Saint Mary's College of California, graduating summa cum laude. Additionally, Chuck serves on the Board of Advisors for Bellwether Capital Management LLC, offering personalized financial consulting services.
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