Stacy Tracey Cep

Stacy Tracey, CEP, has extensive experience in client services, operations management, and account administration in the equity management field. With a background in business administration and management, Stacy has successfully managed high-profile clients, coordinated client onboarding processes, resolved product issues, and developed customer service strategies to ensure client satisfaction. Stacy is skilled in Salesforce, NetSuite, and SaaS cloud platforms, and has a proven track record of managing large client portfolios and exceeding SLA requirements. Stacy is currently pursuing a Bachelor of Business Administration in Accounting to further enhance their skill set and knowledge in the field.