Traci Max
Finance
Profile
Ms. Traci Max is a Principal at Appropriate Balance Financial Services, Inc. She started with ABFS in 1992, and is now the keystone of our back-office operations.
She is the primary computer database designer, handles ABFS bookkeeping, and oversees production of our quarterly client reporting.
Former positions of Traci Max
| Companies | Position | End |
|---|---|---|
Appropriate Balance Financial Services, Inc.
 Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Appropriate Balance Financial Services, Inc.
Appropriate Balance Financial Services, Inc. Investment ManagersFinance Founded by Bruce Yates in 1984, Appropriate Balance Financial Services, Inc. is a registered investment advisor firm located in Bellevue, Washington | Finance |
- Stock Market
- Insiders
- Traci Max
