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Tracy Mousner Joins Pacific Oak Capital Markets As Senior Regional Vice President for Southern California Territory

Dec 18, 2024about 1 year ago

Position

Vice President

Company

Pacific Oak Capital Markets

Tracy Mousner
Costa MesaFinanceFinancial Services

Description

Tracy Mousner, a financial services industry veteran, has been appointed as senior regional vice president for the Southern California territory at Pacific Oak Capital Markets. Mousner will be responsible for building and maintaining relationships with financial intermediaries throughout Southern California, Southern Nevada, and Hawaii.

Company Information

Company

Pacific Oak Capital Markets

Location

Costa Mesa, California, United States

About

Pacific Oak Capital Markets is a wholesaler and managing broker-dealer for alternative investment offerings. Pacific Oak Capital Markets is committed to representing products where financial professionals can match capital with opportunity for their clients. The Pacific Oak Capital Markets team focuses on providing financial solutions to financial advisors and registered investment advisors. Its investment professionals are dedicated to delivering a differentiated product suite that target opportunities for compelling risk-adjusted returns through a track record of offering a broad range of alternative investments, including real estate related offerings, qualified opportunity zone funds, DST's, and other private offerings. This includes Strategic Storage Trust VI, Inc., a public non-traded REIT sponsored by SmartStop REIT Advisors, an indirect subsidiary of SmartStop Self Storage REIT.

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months