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"...your
classes were interesting,
informative and entertaining...!"
Tracey,
thanks for the two classes.
To tell you the truth,
I anticipated a sleepy
day as I've attended other
sleepy CE classes in the
past. However, much to
my amazement, both. I want
to let you know that I
appreciated your teaching
style, delivery and the
information. Bravo!
Regards,
Denise
Stegner,
Realtor
Resortquest Real Estate |
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Tracey
Wilson
Tracey
has over 15 years
of experience in investment
banking, with a BS
in Finance and Engineering,
as well as an MBA.
Starting
at a premier old-line
investment banking
firm in Denver he
then went to New York
with Credit Suisse
First Boston and later
Merrill Lynch doing
institutional sales
& trading. He
transitioned to corporate
finance specializing
in mergers, acquisitions,
& divestitures.
There he focused on
structured finance
products utilizing
mortgages, commercial
mortgages, and the
securitization of
various asset-backed
groups.
Ask
Tracey a question
here:
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Tracey--
You
and
The
Experts
were
very
knowledgeable,
courteous,
timely
and
always
on
top
of
the
situation
when
handling
my
exchange.
Thanks!
Sharon
Kurgis
Naples,
FL |
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| Making
a life-style change,
he moved back to
Denver where he ultimately
became the Director
of Training & Operations
for Charles Schwab,
the largest discount
brokerage firm in
the world, helping
transition the firm
to the Internet and
becoming the number
one provider of online
trading. Leveraging
his Wall Street contacts,
Tracey was brought
on as the National
Sales Director for
SunGard Trading Systems
and as a Director
for Information Technology
at Qwest
– in both cases
providing leading-edge
software and system
solutions for the world's
largest banks, mutual
funds, and portfolio
managers.
He is a member of
the adjunct faculty
both at Regis University
in Denver as well
as with the College
of Financial Planning
where he teaches accounting,
finance, statistics,
and economics. |
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National
Headquarters, Denver
8101 East Prentice Avenue, Suite 400
Greenwood Village,
Colorado 80111 |
303-694-0204 |
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Fax
303-694-0205 |
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"
I referred a good friend to
you..."
Tracey--
Excellent
intro seminar on the 1031s
the other day! I recently
referred a good friend
of mine to you, and am
certain I will give you
a call when I am at a point
where I need a good QI.
Mike
Bode, Principal
Meridian
Capital Partners
LLC
Denver, Colorado |
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Thanks for a
smooth transaction. I have
and will continue to recommend
your firm.
Understanding
and meeting the deadlines
to complete a successful
1031 exchange can be confusing.
When questions arise, it
was easy to get prompt answers
from The Experts.
If 1031Expert Tracey
Wilson was not
available, there was always
someone else in the office
ready and willing to pick
up the phone and help me
out. When we closed on the
replacement property, all
the proper documents (and
the money) were at the closing
without any stress or pressure.
As
a Real Estate Broker specializing
in investment properties,
it is good to have your
firm as a resource. I am
happy to send my best clients
your way. I'll be sure to
treat your clients with
the same professional level
of service.
Thanks again,
Steve
Pratt
Managing Broker
Re/Max Horizons Group-Frederick
www.stevepratthomes.com |
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| "Tracey
has been absolutely terrific!"
Dear
Mr. Wilson:
I
want to thank you so much
for your assistance Friday
afternoon. I want to jump
right in and locate a lender
to finance my 1031 reverse
exchange.
Thank
you again!
John
Steinmetz
1031 Investor
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