Tracey Chung

Tracey Chung currently serves as Client Service Manager at United Capital Financial Advisers, LLC, since February 2018, where responsibilities include overseeing financial firms, assisting advisers, managing client funds, and preparing financial reports. Previously employed at LegacyTexas as a Personal Banker, Tracey managed consumer and business accounts, processed transactions, and built customer relationships. Earlier experience includes a role at Pathlight Property Management as a Resident Support Specialist, overseeing a large portfolio of rental properties, and serving as AVP Merchant Solution Specialist at Bank of America Merchant Services, where consultation with small business clients on payment processing took place. Tracey holds a degree from The University of Texas at Dallas, obtained between 2009 and 2013.