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Tracey Bohley

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Tracey Bohley

Chief Financial Officer | Purshe Kaplan Sterling Investments (PKS)

Rincon, Georgia, United States

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Tracey Bohley

Summary

Tracey Bohley is an accomplished Chief Financial Officer with extensive experience in the financial services sector, currently leading financial operations at Purshe Kaplan Sterling Investments. With a career spanning over two decades, she has also held significant roles in real estate and retirement planning, demonstrating her versatility in financial management. Tracey's academic background includes studies at SUNY Empire State College and Hudson Valley Community College, reinforcing her strong foundation in finance. She is known for her analytical skills and strategic thinking, which have contributed to her success in various leadership roles. Tracey is committed to fostering financial innovation and sustainability within her organization. Her journey showcases her adaptability and dedication to the financial industry, making her a valuable asset in any financial leadership role.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Tracey Bohley

Work Experience

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Chief Financial Officer at

Purshe Kaplan Sterling Investments (PKS)

August 2021 - Present

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Assistant Controller at

Purshe Kaplan Sterling Investments (PKS)

January 2015 - August 2021

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Commission Manager at

Purshe Kaplan Sterling Investments (PKS)

January 2006 - January 2015

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Assistant Director of Operations at

Purshe Kaplan Sterling Investments (PKS)

January 2002 - January 2006

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Operations Assistant at

Purshe Kaplan Sterling Investments (PKS)

January 2000 - January 2002

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Retirement Specialist at

First Albany Corp.

January 1999 - August 2000

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Tracey Bohley

Education

SUNY Empire State College

Frequently Asked Questions about Tracey Bohley

What is Tracey Bohley email address?

Tracey Bohley's primary email address is *******@pksinvest.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tracey Bohley work for?

Tracey Bohley is a Chief Financial Officer at Purshe Kaplan Sterling Investments (PKS), a company specializing in Functions related to depository banking.

Where Tracey Bohley graduated from?

Tracey Bohley holds a degree in from SUNY Empire State College.

How can I directly contact Tracey Bohley?

To contact Tracey Bohley directly, you can use the email address *******@pksinvest.com. Complete contact information is available upon registration with Muraena.

Who is Tracey Bohley?

Tracey Bohley is an accomplished Chief Financial Officer with extensive experience in the financial services sector, currently leading financial operations at Purshe Kaplan Sterling Investments. With a career spanning over two decades, she has also held significant roles in real estate and retirement planning, demonstrating her versatility in financial management. Tracey's academic background includes studies at SUNY Empire State College and Hudson Valley Community College, reinforcing her strong foundation in finance. She is known for her analytical skills and strategic thinking, which have contributed to her success in various leadership roles. Tracey is committed to fostering financial innovation and sustainability within her organization. Her journey showcases her adaptability and dedication to the financial industry, making her a valuable asset in any financial leadership role.

Tracey`s contact details

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*******@pksinvest.com

Colleagues

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Peter Kvam

Chief Compliance Officer

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Frank Dyer

Senior Vice President of Wealth Development

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Jason Day

VP - Director of Institutional Sales, Conversion & Deployment

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