Tracy Jean

Tracy Jean is an experienced professional with a strong background in office coordination and financial management. Currently serving as the Office Coordinator and Administrative Assistant at Northeast Planning Associates since May 2021, Tracy supports financial consultants who are registered representatives with LPL Financial. Previous experience includes a notable tenure as Store Manager at CVS Pharmacy from July 2004 to June 2021, where operational oversight, budgeting, and vendor management were key responsibilities. Additionally, Tracy worked as a Bookkeeper at Beechwood Builders Inc, focusing on financial record maintenance and payroll processing, and held the position of Shift Manager at Pizza Hut, responsible for cash handling and team supervision. Tracy holds a Bachelor of Science degree in Business Management with a minor in Communications from Plymouth State University.