Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tracy Gran

Sioux Falls,SD

Summary

Results-driven Principal Advisor with expertise in analyzing complex financial data and leading client meetings. Proven ability to build strong client relationships and deliver actionable investment strategies.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Principal Advisor

Principal Financial Group
Sioux Falls
03.2021 - Current
  • Analyze complex financial data to provide actionable insights.
  • Led client meetings to discuss investment strategies and performance reviews.
  • Build strong relationships with clients and referral partners
  • Knowledge on different options available to clients including investment, life insurance, disability insurance and long term care insurance

Agent

New York Life & NYLIFE Securities
Sioux Falls, SD
09.2013 - 03.2021
  • Developed tailored financial plans to meet clients' unique needs and goals.
  • Analyzed market trends to provide informed investment recommendations and strategies.
  • Cultivated long-term client relationships through consistent follow-up and personalized communication.
  • Educated clients on insurance products, ensuring understanding of benefits and coverage options.

Director

Lutheran Social Services Consumer Credit Counseling Services
Sioux Falls, SD
08.2008 - 08.2013
  • Led strategic initiatives to enhance financial literacy programs for diverse communities.
  • Developed and implemented policies to improve client financial counseling services and educational programs.
  • Administrator of HUD NFMCP ( National Foreclosure Mitigation Counseling Program) and many other grant programs.
  • Mentored staff, fostering professional development and enhancing team performance in credit counseling services and adhering to grant guidelines.
  • Oversaw all aspects of 2 million program including all grant programs, budgets, marketing, collocations, and networking with referral programs.
  • Oversaw 9 satellite locations and collaborations in those communities including oversight of staff and grants

Operations Manager/ Client Services Manager

Lutheran Social Service Consumer Credit Counseling Services
Sioux Falls, SD
06.1998 - 08.2013
  • Streamlined operations to enhance service delivery and client satisfaction.
  • Developed training programs to elevate staff performance and operational efficiency.
  • Implemented process improvements resulting in increased productivity across departments.
  • Led cross-functional teams to identify and resolve operational challenges effectively.

Education

Bachelor of Science - Business Administration, Emphasis: Management

Mount Marty University
Yankton, SD
05-1994

Skills

  • Work coordination
  • Project management
  • Organizational development
  • Project coordination

Certification

Designations: AIF, CDFA, CLTC, RICP

Timeline

Principal Advisor

Principal Financial Group
03.2021 - Current

Agent

New York Life & NYLIFE Securities
09.2013 - 03.2021

Director

Lutheran Social Services Consumer Credit Counseling Services
08.2008 - 08.2013

Operations Manager/ Client Services Manager

Lutheran Social Service Consumer Credit Counseling Services
06.1998 - 08.2013

Bachelor of Science - Business Administration, Emphasis: Management

Mount Marty University