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Retirement Plan Services By Tracey Lewis and Jennifer O'Neill

June 30, 2016

Tracey Lewis, Senior Vice President of Institutional Sales and Relationship Management, and Jennifer O'Neill, Institutional Business Development Officer, discuss how clients looking for retirement plan services can benefit from Commerce Trust Company's deep expertise in developing custom solutions with our hallmark personal service.

Commerce Trust Company







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ABOUT THE AUTHOR

Tracey Lewis
Tracey Lewis Senior Vice President, Institutional Sales Manager Commerce Trust Company
Tracey is a sales manager of the institutional group at Commerce Trust Company. In this role, he oversees business development and helps create strategies to strengthen his team’s expertise in the areas of retirement consulting, foundations and endowments, and investment consulting. Tracey brings more than a decade of financial services experience, most recently with Waddell & Reed Asset Management. As vice president of marketing with the institutional asset group at Waddell & Reed, Tracey spent five years servicing clients whose portfolios ranged from $10 million to $500 million. His responsibilities included a role in product development, preparation of RFPs, consultant relations, and communicating asset allocation strategies to clients. Tracey earned his bachelor of science degree in marketing and communications from Babson College and his master of business administration degree from Cornell University’s Johnson Graduate School of Management.
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