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Plan Transition Manager

724-935-0100 Ext. 6127

Tracy is the Conversion Manager for APB Retirement, a service provider in the defined contribution retirement plan market since 1974. She has been in that role for 13 years. Previously, Tracy worked as a Relationship Manager in the retirement plan market at Federated Hermes. She graduated from Ohio University with a bachelor’s degree in business administration with a concentration in finance. She is Series 63 licensed.

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