Tracy Lynn Helmer
Portefeuillebeheerder-Aandelen bij German American Bancorp, Inc. (Investment Management)
Profiel
Ms. Tracy L.
Helmer is a Senior Financial Consultant at German American Bancorp, Inc. She joined German American in 2012 as a Financial Consultant, being promoted to Senior Financial Consultant in 2015.
Ms. Helmer was previously employed as a Principal by IFC Holdings, Inc. and a Principal by ONB Investment Services , Inc.
She received her undergraduate degree from Purdue University.
She holds FINRA registrations Series 7 and 66 with LPL Financial, along with being licensed for Life and Health insurance with her Long Term Care endorsement.
Actieve functies van Tracy Lynn Helmer
| Bedrijven | Functie | Begin |
|---|---|---|
German American Bancorp, Inc. (Investment Management)
 German American Bancorp, Inc. (Investment Management) Investment ManagersFinance German American Bancorp, Inc. (Investment Management) (German American-IM) is the investment management division of German American Bancorp, Inc. (NASDAQ: GABC), a holding company headquartered in Jasper, Indiana. German American-IM serves Southern Indiana and Kentucky with banking, insurance, investments and wealth management services for business and retail clients. | Portefeuillebeheerder-Aandelen | 01-11-2012 |
Eerdere bekende functies van Tracy Lynn Helmer
| Bedrijven | Functie | Einde |
|---|---|---|
| ONB Investment Services , Inc. | Corporate Officer/Principal | 01-08-2010 |
IFC Holdings, Inc.
 IFC Holdings, Inc. Investment ManagersFinance Founded in 1984, IFC Holdings, Inc. is a registered investment advisor located in Tampa, Florida. The firm does business as INVEST Financial Corp. They are a subsidiary National Planning Holdings, Inc. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). IFC provides advisory services to individuals, corporate entities, trusts, and pension plans and their participants. | Corporate Officer/Principal | 01-11-2009 |
Opleiding van Tracy Lynn Helmer
| Purdue University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
German American Bancorp, Inc. (Investment Management)
German American Bancorp, Inc. (Investment Management) Investment ManagersFinance German American Bancorp, Inc. (Investment Management) (German American-IM) is the investment management division of German American Bancorp, Inc. (NASDAQ: GABC), a holding company headquartered in Jasper, Indiana. German American-IM serves Southern Indiana and Kentucky with banking, insurance, investments and wealth management services for business and retail clients. | Finance |
| ONB Investment Services , Inc. | Finance |
IFC Holdings, Inc.
IFC Holdings, Inc. Investment ManagersFinance Founded in 1984, IFC Holdings, Inc. is a registered investment advisor located in Tampa, Florida. The firm does business as INVEST Financial Corp. They are a subsidiary National Planning Holdings, Inc. and their ultimate parent is UK-based Prudential Plc (LSE: PRU). IFC provides advisory services to individuals, corporate entities, trusts, and pension plans and their participants. | Finance |
