Profile
Traci Roberts worked as a Marketing Director at Canopy Financial, Inc. from 2007 to 2010.
She also held positions as a Senior Product Manager at Charles Schwab & Co., Inc. and a Marketing Manager at Kaiser Permanente Washington Health Research Institute.
Prior to these roles, she was a Principal at Wells Fargo & Co. Ms. Roberts holds an MBA from The University of Texas at Austin.
Former positions of Traci Roberts
| Companies | Position | End |
|---|---|---|
Canopy Financial, Inc.
 Canopy Financial, Inc. Information Technology ServicesTechnology Services Canopy Financial, Inc. provides financial technology and electronic payment solutions. Its clients include money-center financial institutions, super-regional banks, community banks, asset managers, investment & retirement advisors, insurance brokers and pharmacy benefit managers. The company was founded in December, 2004 by Vikram Kashyap and is headquartered in San Francisco, CA. | Sales & Marketing | 2010-07-06 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Kaiser Permanente Washington Health Research Institute
 Kaiser Permanente Washington Health Research Institute Hospital/Nursing ManagementHealth Services Kaiser Permanente Washington Health Research Institute is a non profit organization that provides healthcare plans and services. It focuses on total health of its members and guided by personal physicians, specialists, and team of caregivers. Its expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, care delivery, and chronic disease management. The company was founded in 1983 and is headquartered in Seattle, WA. | Sales & Marketing | - |
Training of Traci Roberts
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Private companies | 3 |
|---|---|
Canopy Financial, Inc.
Canopy Financial, Inc. Information Technology ServicesTechnology Services Canopy Financial, Inc. provides financial technology and electronic payment solutions. Its clients include money-center financial institutions, super-regional banks, community banks, asset managers, investment & retirement advisors, insurance brokers and pharmacy benefit managers. The company was founded in December, 2004 by Vikram Kashyap and is headquartered in San Francisco, CA. | Technology Services |
Kaiser Permanente Washington Health Research Institute
Kaiser Permanente Washington Health Research Institute Hospital/Nursing ManagementHealth Services Kaiser Permanente Washington Health Research Institute is a non profit organization that provides healthcare plans and services. It focuses on total health of its members and guided by personal physicians, specialists, and team of caregivers. Its expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, care delivery, and chronic disease management. The company was founded in 1983 and is headquartered in Seattle, WA. | Health Services |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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