Senior Investment Operations Analyst
Current
Jun 2023 - Present
AeroLeads people directory · profile
Carolina Tagtmeyer Email & Phone Number
Senior Investment Operations Analyst
at
Mosaic
1 work email found
@altruvistawealth.com
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Investment Operations Analyst
Location
Houston, Texas, United States
Company size
Who is Carolina Tagtmeyer? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Carolina Tagtmeyer is listed as Senior Investment Operations Analyst at Mosaic, a with 14 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at altruvistawealth.com and a matched LinkedIn profile for Carolina Tagtmeyer.
Carolina Tagtmeyer previously worked as Investment Analyst at Altruvista and Investment Operations Manager at Willis Johnson & Associates.
Company email context
Email format at Mosaic
This section adds company-level context without repeating Carolina Tagtmeyer's masked contact details.
{first_initial}{last}@altruvistawealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for Carolina Tagtmeyer. Compare company email patterns before reaching out.
Profile bio
About Carolina Tagtmeyer
I have more than 15 years of experience in the financial industry. As the Senior Investment Operations Analyst, I utilize my financial reporting, analysis, trading, and research skills to improve some of the company's procedures and ensure our clients have the most up-to-date and accurate information possible.My college education started in Brazil at the UNISEB School of International Business and continued here in the U.S. with a bachelor's in international relations and affairs from Florida International University. Additionally, I have completed the Investment Management Theory and Practice at Yale School of Management.
Listed skills include Finance, Customer Service, Financial Analysis, Financial Modeling, and 12 others.
Current workplace
Carolina Tagtmeyer's current company
Company context helps verify the profile and gives searchers a useful next step.
Mosaic
5 roles
Carolina Tagtmeyer work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Collaborate with advisors to implement financial strategies, review client portfolios and identify gaps and opportunities. Identify investment risk tolerance, review client returns, monitor, and propose necessary changes to asset allocation. Management of the investment strategies, coordinate quarterly investment policy meetings, trade execution, and manage AUM billing.
Jan 2020 - Jun 2023
Investment Operations Manager
Jul 2018 - Dec 2019
Investment Operations Associate
Willis Johnson & Associates
The Investment Operations Associate will assist the Investments Team in all daily tasks of the department, inputting and executing trades. This includes, but is not limited to, data entry, account balancing, data verification, updating of our databases, and client billing.Willis Johnson & Associates is a wealth management firm that specializes in helping corporate professionals with their financial planning needs. Our thorough understanding of the transitions in your corporate life allows us to appreciate where you have been and assist with where you are headed.
Mar 2014 - Jun 2018
Investment Advisor Assistant
Genesis Ia.
Client reporting, including account positions related to investments, money transfers, payments and current account statement. Also assisting CEO with internal office management and CCO with various compliance tasks.
Jun 2008 - Jan 2014
Team & coworkers
Colleagues at Mosaic
Other employees you can reach at mosaicadvisors.com. View company contacts for 14 employees →
JN
Jacy Norris
Colleague at MosaicMissouri City, Texas, United States
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AH
Anthony Hernandez, Cfp®
Colleague at MosaicGreater Houston, United States
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CB
Carlos Betancourt
Colleague at MosaicGreater Houston, United States
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BH
Brandon Henry
Colleague at MosaicHouston, Texas, United States
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JL
Jeremy Little
Colleague at MosaicCypress, Texas, United States
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GZ
Genevieve Zeletz
Colleague at MosaicHouston, Texas, United States
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AR
Alex Roggero
Colleague at MosaicHouston, Texas, United States
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Jacy Norris
Colleague at MosaicMissouri City, Texas, United States
View →
AH
Anthony Hernandez, Cfp®
Colleague at MosaicGreater Houston, United States
View →
CB
Carlos Betancourt
Colleague at MosaicGreater Houston, United States
View →
BH
Brandon Henry
Colleague at MosaicHouston, Texas, United States
View →
JL
Jeremy Little
Colleague at MosaicCypress, Texas, United States
View →
GZ
Genevieve Zeletz
Colleague at MosaicHouston, Texas, United States
View →
AR
Alex Roggero
Colleague at MosaicHouston, Texas, United States
View →
FAQ
Frequently asked questions about Carolina Tagtmeyer
Quick answers generated from the profile data available on this page.
What company does Carolina Tagtmeyer work for?
Carolina Tagtmeyer works for Mosaic.
What is Carolina Tagtmeyer's role at Mosaic?
Carolina Tagtmeyer is listed as Senior Investment Operations Analyst at Mosaic.
What is Carolina Tagtmeyer's email address?
AeroLeads has found 1 work email signal at @altruvistawealth.com for Carolina Tagtmeyer at Mosaic.
Where is Carolina Tagtmeyer based?
Carolina Tagtmeyer is based in Houston, Texas, United States while working with Mosaic.
What companies has Carolina Tagtmeyer worked for?
Carolina Tagtmeyer has worked for Mosaic, Altruvista, Willis Johnson & Associates, and Genesis Ia..
Who are Carolina Tagtmeyer's colleagues at Mosaic?
Carolina Tagtmeyer's colleagues at Mosaic include Jacy Norris, Anthony Hernandez, Cfp®, Carlos Betancourt, Brandon Henry, and Jeremy Little.
How can I contact Carolina Tagtmeyer?
You can use AeroLeads to view verified contact signals for Carolina Tagtmeyer at Mosaic, including work email, phone, and LinkedIn data when available.
What skills is Carolina Tagtmeyer known for?
Carolina Tagtmeyer is listed with skills including Finance, Customer Service, Financial Analysis, Financial Modeling, Analysis, Mutual Funds, Equities, and Microsoft Excel.
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