Tracy Theemes: Biography
A few words…
“Tracy may be the most innately gifted manager I have ever worked with. A stroll through her department showed how motivated and excited her staff was with their work. Tracy’s keen understanding of people inspires exceptional productivity.”
Jeff Olson, Former Vice President, Sales and Marketing
Kompan, Inc., (941) 726-0171.
“Tracy persevered with intelligence and optimism and was able to attract and keep loyal clients during the worst bear market in US history. Tracy is a natural teacher and her clients love her! What a privilege to work with a woman of Tracy’s integrity, intelligence and sense of humor.”
Gloria Frisch Strait, First Vice President Investments,
Smith Barney, (360) 943-2300
“Tracy possesses an uncanny ability to get to the core of an issue or problem. She is courageous and competent, always guided by integrity and professionalism”.
Pat Healey, Sales Trainer, President
P. Healey and Associates, (604) 313-8945.
“Tracy is regarded highly by her colleagues, subordinates and superiors, enjoying their affection as well as respect. She has the highest moral integrity and strong leadership skills which have made her stand out among her peers.”
Troels Engholm, U.S. Managing Director
Blue Willis Clothing, (360) 412-4144.
Professional Experience
Smith Barney (Citigroup) Olympia, WA - 2000 – 2005
Financial Consultant
- Built and expanded client base through networking, professional referral sources, presentations, ads and education seminars.
- Achieved first quintile performance nationally in both attracting new accounts and return on client assets.
- Assessed clients’ circumstances and objectives and developed and implemented individualized, highly strategic investment plans.
- Provided a full range of wealth management and preservation services for high net worth individuals and business owners.
- Complied with all industry rules and regulations and stay current on investment products, company policies, financial planning information and the capital markets.
- Collaborated with customers, suppliers and consultants in the selling of products and promoted family wealth management marketing concepts.
KinderMark, LLC, Olympia, WA- 1997 – 2003
Owner
- Operated a sales distribution and design firm that furnishes indoor play activity areas for commercial businesses.
- Developed a financing plan and secured start up bank financing.
- Produced a strategic marketing plan and oversaw the design of a catalogue, advertising, and the development of an on-line store and web site.
- Collaborated with customers, suppliers and consultants in the selling of products and promoted family marketing concepts.
- Created and managed budget, P & L, cash flow projections and performed all accounting functions.
- Sold company in 2003.
Kompan, Inc., Olympia, WA - 1995 - 1997
Manager, Research and Product Development
- Created from the ground floor, an outstanding product development team of industrial designers, engineers and technicians.
- Oversaw the design, testing and hand off of play equipment products for manufacture and worldwide distribution.
- Collaborated with sales and marketing departments to produce collateral that would reflect conceptually driven designs.
- Wrote articles on child development, design considerations and product benefits for national distribution. Developed agendas and curriculum for in-house training programs and North American sales meetings.
Kompan Playscapes, Inc., Langley, BC - 1993 - 1995
Western Sales Manager, National Marketing Advisor
- Produced sales budgets, evaluated and trained sales representatives and independent distributors.
- Composed marketing reports for assessment, budgeting and strategic planning purposes.
- Organized and delivered education seminars and product presentations for clients.
Kompan Playscapes, Inc., Vancouver, BC - 1989 - 1993
Regional Representative
- Doubled territory sales within two fiscal years.
- Achieved the company’s highest market penetration levels in North America.
- Organized and participated in regional and national trade shows.
- Produced a comprehensive sales manual for international distribution.
- Controlled all branch office functions: regional advertising, public relations, service delivery, purchasing and marketing programs.
Infant Development Program, Vancouver, BC - 1988- 1989
Infant Development Consultant
- Performed developmental assessments, wrote reports and conducted feedback interviews with parents and professionals. Acted as a community resource on topics related to children’s typical and atypical development.
U.B.C. Child Study Center, Vancouver, BC - 1986 - 1988
Preschool Teacher/ Graduate Assistant
- Supported head teachers in curriculum planning and execution. Created behavior support programs for special child guidance situations.
Maples Adolescent Treatment Center, Burnaby, BC - 1982 - 1985
Child Care Counselor
- Led therapeutic groups and counseled disturbed teenagers in a residential treatment center. Demonstrated flexibility, diplomacy, and the capacity to deal with highly stressful and often dangerous situations.
Education
Master of Arts in Counseling Psychology - 1989
- Child Counseling Specialty
- University of British Columbia
Bachelor of Arts in Honors Psychology - 1982
- University of Windsor
- President’s Honor Roll
Professional
Development
Financial Planning Specialist - 2003
- Investment Management Specialist
- Smith Barne
U.S. Securities and Commodity Licenses - 2000
- Series 7, 63, 65 and State Insurance License
Marketing Management Program - 1994
- British Columbia Institute of Technology
Partnership Selling I & II - 1993, 1991
Diploma in Early Childhood Education - 1992
- Vancouver Community Colleg
Sales Management Diploma, 1991
- University of British Columbia
- James B. Warren Award for Academic Excellence
Speaking Engagements
Women and Investing
- Marketplace Building, on-site, Olympia, WA
Educational Seminars for Prospects and Clients
- An Abundant Life: Conversations with Women Creators; Smart Women Finish Rich; Healthy, Wealthy and Wise; It’s a Wonderful World: International Investing with Flair; The Art of Investing; Fashion and Finance; The Business of Wealth (a Chamber of Commerce series), Olympia, WA
- Successful Seminar Strategies
- Internal training seminar for financial advisors, Seattle, WA
Defining our Future: Mission Statement Development
- Olympia Waldorf School, Olympia, WA
Is It All Just Fun And Games?
- Illinois Park and Recreation Conference, Chicago, IL
- Goal Setting
- Kompan Inc’s Annual Sales Meeting, Merida, Mexic
ABC’s of Playground Design
- National Child Care Association, Fort Worth, TX
Children: At the Heart of It All
- New Jersey Recreation and Park Association, Atlantic City, NJ
The Politics of Consequence: A North American Perspective
- International Association of the Child’s Right to Play
- XIII World Conference, Espoo, Finland
But What About Their Hearts?
- IPA/ USA Conference, Birmingham, AL
Publications
Let’s Go Outside!
- High/Scope Press
- September, 1999, Ypsilanti, MI
Loans and Lollipops
- Independent Banker Magazine
- February, 1999, Minneapolis, MN
Make Space for Kids and Parents in Business
- Business Examiner
- January, 1999, Tacoma, WA
The Nokia Manager
- Co-Author, Pat Healey and Associates
- Training Manual, 1997, Beijing, China
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