Investment Associate
Current
May 2024 - Present
AeroLeads people directory · profile
Amie Tacka, Mba Email & Phone Number
Investment Associate
at
Glacier Wealth Management
1 work email found
@wellsfargo.com
3 phones found area 215 and 218
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Associate
Location
Bend, Oregon, United States
Who is Amie Tacka, Mba? Overview
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Quick answer
Amie Tacka, Mba is listed as Investment Associate at Glacier Wealth Management, based in Bend, Oregon, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 215, 218, and a matched LinkedIn profile for Amie Tacka, Mba.
Amie Tacka, Mba previously worked as Investment Manager at Wells Fargo and Investment Manager at Wells Fargo. Amie Tacka, Mba holds Mba, Mba (Concentration Finance) from Villanova School Of Business.
Company email context
Email format at Glacier Wealth Management
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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Amie Tacka, Mba. Compare company email patterns before reaching out.
Profile bio
About Amie Tacka, Mba
As a proactive Investment Manager, I observed a significant number of dormant accounts (approximately 3000) within my group and recognized the need for strategic intervention. Addressing this challenge head-on, I meticulously identified and assessed each account, and implemented a tailored corrective process for those within my purview. Through that experience, I learned that I really enjoyed many aspects of Project Management; specifically, Leadership, Problem Solving, Team Collaboration, and Process Improvements. In collaboration with my manager, a new role was crafted for me: Portfolio Integrity Manager. I was empowered to identify, analyze, and enhance various operation processes to achieve greater efficiency, effectiveness, and customer satisfaction. I thrive on turning challenges into triumph by helping organizations reach new heights of efficiency and customer satisfaction. ADDITIONAL RELEVANT EXPERIENCE:CMS Companies, Philadelphia, PA
Listed skills include Financial Services.
Current workplace
Amie Tacka, Mba's current company
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3 roles
Amie Tacka, Mba work experience
A career timeline built from the work history available for this profile.
Investment Manager
• Implement target investment strategies (asset allocation, customized equity, and fixed income) across approximately 28,000 portfolios with $18 billion in assets under management.• Partner with financial advisors and investment managers with ongoing investment management for their books of business.• Direct the execution of investment strategies that include: asset allocation, large cap equity replication, large cap equity optimization, and fixed income investments.• Assist in business development by marketing the modeled investment strategies and explaining the policies and procedures of the departments.• Process approximately 5,000 trades daily as well as quarterly rebalance trading and transition trading.• Monitor modeled portfolios on a daily basis to maintain the appropriate liquidity buffer.
Jun 2010 - May 2024
Investment Manager
· Develop, recommend, and direct execution of investment strategies for approximately $275 million in assets undermanagement.· Act within broad investment policy guidelines to manage fiduciary (irrevocable and revocable trust) accountsutilizing four major asset classes (fixed income, equity, real estate, and alternative).· Research and analyze a broad array of financial instruments for inclusion into client portfolios such as mutual funds,ETFs, bonds, stocks, and SMAs.· Respond to investment and financial market inquiries from clients and trust advisors and conduct investmentperformance reviews.· Partner with trust advisors, financial advisors, and compliance associates in the management of the trust portfolios.Selected Accomplishments:· Subject Matter Expert for International Equity, Emerging Market Equity, and Small Cap Equity mutual funds used inmodel portfolios. Responsible for due diligence on the funds for inclusion or exclusion from the models.· Revised Recommended Investment Program template to include a spreadsheet to automatically calculate buy and selltrades based on the current assets and investment objectives.
Jun 2007 - Jun 2010
2 education records
Amie Tacka, Mba education
Mba, Mba (Concentration Finance)
Ba, Economics
FAQ
Frequently asked questions about Amie Tacka, Mba
Quick answers generated from the profile data available on this page.
What company does Amie Tacka, Mba work for?
Amie Tacka, Mba works for Glacier Wealth Management.
What is Amie Tacka, Mba's role at Glacier Wealth Management?
Amie Tacka, Mba is listed as Investment Associate at Glacier Wealth Management.
What is Amie Tacka, Mba's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Amie Tacka, Mba at Glacier Wealth Management.
What is Amie Tacka, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 215, 218 for Amie Tacka, Mba at Glacier Wealth Management.
Where is Amie Tacka, Mba based?
Amie Tacka, Mba is based in Bend, Oregon, United States while working with Glacier Wealth Management.
What companies has Amie Tacka, Mba worked for?
Amie Tacka, Mba has worked for Glacier Wealth Management and Wells Fargo.
How can I contact Amie Tacka, Mba?
You can use AeroLeads to view verified contact signals for Amie Tacka, Mba at Glacier Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Amie Tacka, Mba attend?
Amie Tacka, Mba holds Mba, Mba (Concentration Finance) from Villanova School Of Business.
What skills is Amie Tacka, Mba known for?
Amie Tacka, Mba is listed with skills including Financial Services.
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