Profile
Traci B.
Strickland worked as the Director of Marketing at Sovereign Wealth Management, Inc. from 2010 to 2011.
Prior to that, she worked as a Director at Carolinas AGC, Inc. and as an Assistant Vice President at United Capital Financial Advisers LLC.
Ms. Strickland received an undergraduate degree from Rhodes College.
Former positions of Traci B. Strickland
| Companies | Position | End |
|---|---|---|
Sovereign Wealth Management, Inc.
 Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Sales & Marketing | 2011-11-13 |
Carolinas AGC, Inc.
 Carolinas AGC, Inc. Miscellaneous Commercial ServicesCommercial Services Carolinas AGC, Inc. operates as a construction trade association. The non-profit company is based in Charlotte, NC. Dave Simpson has been the CEO of the company since 2015. | Director/Board Member | - |
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Sales & Marketing | - |
Training of Traci B. Strickland
| Rhodes College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Sovereign Wealth Management, Inc.
Sovereign Wealth Management, Inc. Investment ManagersFinance Founded by B. Lane Carrick in 1998, Sovereign Wealth Management, Inc. is a privately held, comprehensive wealth management company headquartered in Memphis, Tennessee with additional offices in Nashville, Tennessee and Denver, Colorado | Finance |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
Carolinas AGC, Inc.
Carolinas AGC, Inc. Miscellaneous Commercial ServicesCommercial Services Carolinas AGC, Inc. operates as a construction trade association. The non-profit company is based in Charlotte, NC. Dave Simpson has been the CEO of the company since 2015. | Commercial Services |
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