Traci Sinclair

last updated 2/6/2018

General Information

Experience

Census Bureau

Institutional Marketing Manager - Navellier & Associates Inc

Education

B.A. - history , California State University , Sacramento

M.A. - history , California State University , Sacramento

M.B.A.University of Nevada , Reno

Affiliations

Compliance Advisor - Principal Financial Group Inc

Recent News  

http://marketmail.com/get-to-know-us/key-personnel/

Traci Sinclair, IACCP, Institutional Marketing Manager/Compliance Analyst
Traci Sinclair joined Navellier in 2002 and has 12 years of experience in the securities industry. Ms. Sinclair has extensive experience working with institutional and high net worth clients and understanding their investment objectives. As compliance analyst, she facilitates all aspects of the firm's compliance program, including developing policies and procedures designed to comply with the Investment Advisors Act of 1940, employee training, and regulatory filings. In addition, she conducts assessments and tests the firm's compliance program, assists with the annual report, and reviews marketing materials. Ms. Sinclair holds the NRS Investment Advisers Certified Compliance Professional (IACCP) designation. Ms. Sinclair received a B.A. in history and an M.A. in history from California State University, Sacramento. She also earned an M.B.A. from the University of Nevada, Reno. Email Ms. Sinclair

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Navellier Calculated Investing - Institutional Investor : Team

Traci Sinclair
Institutional Marketing Manager (775) 785-9463 tracis@navellier.com | bio

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Navellier Calculated Investing - Key Personnel : Traci Sinclair

Traci Sinclair | bio
Navellier Calculated Investing - Key Personnel : Traci Sinclair Traci Sinclair, IACCP Institutional Marketing Manager/Compliance Analyst Traci Sinclair Traci Sinclair joined Navellier in 2002 and has 12 years of experience in the securities industry. Ms. Sinclair has extensive experience working with institutional and high net worth clients and understanding their investment objectives. As compliance analyst, she facilitates all aspects of the firm's compliance program, including developing policies and procedures designed to comply with the Investment Advisors Act of 1940, employee training, and regulatory filings. In addition, she conducts assessments and tests the firm's compliance program, assists with the annual report, and reviews marketing materials. Ms. Sinclair holds the NRS Investment Advisers Certified Compliance Professional (IACCP) designation. Ms. Sinclair received a B.A. in history and an M.A. in history from California State University, Sacramento. She also earned an M.B.A. from the University of Nevada, Reno.

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