Senior Manager

Tracy Luo

Senior Manager

Tracy Luo, CPA, MS, has worked as a Senior Manager at Greentree Financial Group Inc. (“Greentree”) since 2003, assisting US publicly traded companies in connection with their financial strategies and compliance with filing requirements of the Securities and Exchange Commission. She graduated from the University of North Carolina with a Master’s degree in Economics, with an emphasis in Finance. Tracy has been responsible for assisting the clients in the conversion of their financial reporting systems, including pro forma and projected financial statements, to a format that is consistent with United States Generally Accepted Accounting Principles, and drafting the financial analysis reports for the US publicly traded companies. She also assists client during their financial statements audits, and assists SEC reporting compliance and compliance for broker/dealers in securities. Tracy is knowledgeable in U.S. and Chinese GAAP and is fluent in English, Mandarin and Cantonese.

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