For the most recent 15 years, Tracey has been a Senior Consultant and Managing Director of Business Development, and now Vice President of IPX1031, helping facilitate 1031 Tax-Deferred Exchanges. Prior to joining IPX1031, Tracey had over 13 years of investment banking experience with Credit Suisse First Boston in New York and Zurich, and Merrill Lynch in New York, Denver, and Hong Kong. He is a certified instructor with the State of Colorado Real Estate Division, Colorado State Bar Association, and the Colorado Society of CPAs providing CE, CLE, and CPE accredited classes. Tracey has been an adjunct faculty member of Regis University teaching accounting, finance, economics, and statistics. He has a BS in Finance and Engineering, an MBA in Finance, and is currently working on his MS in Accounting.
As Vice President and Account Executive for Colorado and Wyoming, Danita’s main focus at IPX1031 is to help closers simplify transactions, exceed client satisfaction and produce seamless transaction processes. A 2nd generation title insurance worker, Danita started with Security Title Guaranty Co. in 1981 before transferring to sister company First American Heritage Title Company in 1992 where she enjoyed managing production and marketing efforts for over 15 years.
IPX1031 Exchange Seminars