Tracy Bollin
Director of Finance/CFO at Principal Exchange Traded Funds
Profile
Tracy Bollin is a professional who has worked in various financial firms.
Currently, he is the Chief Financial Officer at Principal Exchange Traded Funds since 2014.
Prior to this, he worked as the Managing Director-Fund Operations at Principal Diversified Select Real Asset Fund, and as the Chief Financial Officer at Principal Funds Distributor, Inc., Principal Financial Advisors, Inc., and Principal Shareholder Services, Inc.
Tracy Bollin active positions
Companies | Position | Start |
---|---|---|
Principal Exchange Traded Funds
Principal Exchange Traded Funds Investment Trusts/Mutual FundsMiscellaneous Principal Exchange Traded Funds is an open-end management investment company that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities and in equity securities. The company currently consists of one series, the Principal EDGE Active Income ETF which is diversified. Principal Exchange Traded Funds was founded in 2013 and is headquartered in Des Moines, IA. | Director of Finance/CFO | 01/01/2014 |
Former positions of Tracy Bollin
Companies | Position | End |
---|---|---|
Principal Diversified Select Real Asset Fund
Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Director of Finance/CFO | 01/01/2021 |
Principal Funds Distributor, Inc.
Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Funds Distributor, Inc. provides securities brokerage services. The company is based in Des Moines, IA. | Director of Finance/CFO | - |
Principal Shareholder Services, Inc.
Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The company is based in El Dorado Hills, CA. | Director of Finance/CFO | - |
Principal Financial Advisors, Inc. | Director of Finance/CFO | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Principal Exchange Traded Funds
Principal Exchange Traded Funds Investment Trusts/Mutual FundsMiscellaneous Principal Exchange Traded Funds is an open-end management investment company that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities and in equity securities. The company currently consists of one series, the Principal EDGE Active Income ETF which is diversified. Principal Exchange Traded Funds was founded in 2013 and is headquartered in Des Moines, IA. | Miscellaneous |
Principal Financial Advisors, Inc. | |
Principal Funds Distributor, Inc.
Principal Funds Distributor, Inc. Investment Banks/BrokersFinance Part of Principal Financial Group, Inc., Principal Funds Distributor, Inc. provides securities brokerage services. The company is based in Des Moines, IA. | Finance |
Principal Shareholder Services, Inc.
Principal Shareholder Services, Inc. Multi-Line InsuranceFinance Part of Principal Financial Group, Inc., Principal Shareholder Services, Inc. provides life insurance services. The company is based in El Dorado Hills, CA. | Finance |
Principal Diversified Select Real Asset Fund
Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Miscellaneous |
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