Trace Ericksen is a highly accomplished and results-oriented senior executive with 25+ years of progressive experience in the financial services industry.

His expertise spans various areas, including investment banking, financial planning, and wealth management. He has a proven track record of success in leading and managing teams, developing and implementing strategic initiatives, and driving revenue growth.

Trace is also a skilled communicator and presenter, with a passion for helping clients achieve their financial goals. He is currently seeking a challenging and rewarding leadership role in a dynamic and growing organization.