Chief Operating Officer
Tracy Fozdar is responsible for the company’s day-to-day operations and ensuring that all the systems, resources, and people are in place to help achieve the company’s goals. She works to build employee alignment with company goals and meet the key targets of the organization.
Tracy has 30 years of experience in sales and marketing operations, resulting in a creative but process-minded professional. She focuses on creating a strong, unified operations team of like-minded individuals functioning for the greater good of our financial professionals and our company.
Tracy currently holds the following designations:
CA Insurance License #0G68232. Domiciled in CA.