Tracy graduated from Lehigh University in 2006 with a B.S. degree in Marketing. Since 2010, she has been working with Vali Nasr and has demonstrated an excellent aptitude for operations processes and client service. Tracy is an integral part of our team. She is involved in training and offers excellent operational support to our clients. Tracy has become an expert in many custodial platforms, their processes and requirements. Tracy is also an expert in ClaraPHI's operations, systems and offerings.
Claraphi Advisory Network, LLC MAIN OFFICE 120 Vantis Drive, Suite 585 Aliso Viejo, CA 92656 / (949) 215-0025