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Tracy dePass

Tracy dePass

Client Services

Tracy joined Offord’s Client Services team in 2008 and has taken a leading role building out processes and systems for the company’s growing client services and communications departments. Tracy has an extensive background in administrative coordination and project management and has worked with a few leading financial and insurance organizations prior to joining Offord.

In January 2017, Tracy transitioned from Client Services to Business Manager, with the primary mandate of business operations of the firm. This include: personnel, payroll, benefits, bookkeeping, banking, proposal/lead management, IT, contracts and client billings.