Oaktree Financial Services Limited is thrilled to announce the appointment of Tracy Sumstad as a Director and shareholder of the Firm.
Tracy joined Oaktree Financial Services in January 2019 as a Senior Financial Consultant and has over 15 years of experience both in Ireland and internationally in the Financial Services industry empowering companies and individuals to make well-reasoned financial decisions that help them protect, safeguard, and enhance their wealth and success.
Adrian Godwin, Managing Director of Oaktree Financial Services said: “Both Norma, our co director, and I have known Tracy for a number of years and with her experience and personality, she is the ideal candidate for this role to help us grow the business further.
“We have been carefully considering this important appointment over the last number of years and are delighted that today’s announcement recognises the work Tracy has been doing for the Company and our clients since joining.”
Tracy is a highly qualified and experienced industry specialist. She has completed a number of distinguished qualifications such as the Specialist Investment Advisor (SIA), Retirement Planning Advisor (RPA) and Qualified Financial Advisor (QFA). Her extensive experience with both Personal and Corporate clients puts her in an ideal position to provide advice on complex financial planning needs and corporate solutions.
“I am delighted with the opportunity to be appointed as a Director of Oaktree. After years working with large Brokerage Firms, it was amazing to finally find a company whose first priority is always client’s needs. I instantly felt at home and I’m very excited about what the future holds.” said Tracy.
“The culture here is very special, it’s a great place to work and it’s been a fantastic 3 years working with Adrian and the team.”