For over 20 years, Lynne has provided expertise to firms ranging from boutique business start-ups through large international conglomerates. She possesses a unique and diverse combination of financial, operational, technological and regulatory knowledge and an impressive track record of tactical implementations allowing owners and executives to make the most informed business decisions to grow and protect their businesses. Fiscal Alchemy can work with you to address all of your financial needs.
About Lynne Tracey, CPA,MBA
Lynne has held various leadership roles at such notable firms as Mellon Financial Corporation, Dean Witter Reynolds/Morgan Stanley, Bank of America, American Express Company, Charles Schwab & Co., Fidelity Investments, Goldman Sachs and Deloitte & Touche. She has extensive experience in accounting, regulatory, audit, and operations and is anxious to utilize her skill set to help your firm.
Education/Affiliations/Certifications/Licenses:
Certified Public Accountant, State of New York
MBA - Rutgers University Graduate School of Management, Newark, NJ
BA - Douglass College, New Brunswick, NJ, Major: Economics/Accounting
National Association of Securities Dealers (NASD), Series 7, 63, 27, Health & Life Insurance Registered
IRS Certified/Trained Tax Preparer, Volunteer for the City of New York
TECHNICAL SKILLS:
Desktop Software: Microsoft Products including Excel, Access, Word, Project; Lotus Notes, Visio and ABC Flowchart, Quickbooks, Peachtree
