Tracie Kleiner

Chief Operating Officer

Responsible for the efficiency of the business, Tracie uses her talent for systems, analysis, and passion for perfection in overseeing the Operations Team as well as the implementation of HPF’s policies and procedures. Prior to spending several years in corporate finance, she was promoted to her first managerial role at the age of 19. This led her to the finance industry where she spent time in both back office positions such as Auditor, Compliance Principal, & Portfolio Analyst; as well as front line positions of Banking Officer, Corporate Lending Officer, Series 7 Stockbroker, Registered Investment Advisor and Vice President of Investments.

In addition to graduating Summa Cum Laude with a Bachelor’s degree in Psychology, Tracie had obtained several of the FINRA securities licenses over the years including the Series 7, 24, 6, 26, 63, and 66 as well as the State of WI Life & Health Insurance licenses.

Spending 15+ years in banking and finance operations for larger Fortune 500 companies, as well as small and growing investment companies, has given Tracie the perfect blend of experience to create systems and strategies to support HPF’s bottom line, which she has been doing since 2006. Tracie’s professional details can be found here on LinkedIn and she welcomes the connection there as well.

In her downtime, she is usually found enjoying time with her dog, RV traveling, reading, hiking, kayaking, skiing, & practicing fitness.