Employee Tracie Nguyen
San Francisco 3 Embarcadero Center, Suite 1600 San Francisco, CA 94111
FAX NUMBER: 415-397-6639
Tracie Nguyen is a senior client service associate in CIBC Private Wealth Management’s San Francisco office, with more than 20 years of industry experience.
In this role, Tracie works closely with senior relationship managers to provide comprehensive client service and detailed investment analysis for high net worth client portfolios. Additionally, she supports the firm's business development initiatives by organizing local events and coordinating sponsorship opportunities.
Tracie earned a Bachelor of Science in finance and international business from San Francisco State University. She is currently pursuing a Master of Business Administration with a concentration in finance from Golden Gate University.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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