Luann Cotter
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Luann Cotter Email & Phone Number

Operations Manager at Symonds Wealth Management
Location: Fort Worth, Texas, United States 5 work roles 1 school
1 work email found @tagplanners.com 1 phone found area 916 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@tagplanners.com
Direct phone (916) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Operations Manager
Location
Fort Worth, Texas, United States
Company size

Who is Luann Cotter? Overview

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Quick answer

Luann Cotter is listed as Operations Manager at Symonds Wealth Management, a company with 5 employees, based in Fort Worth, Texas, United States. AeroLeads shows a work email signal at tagplanners.com, phone signal with area code 916, and a matched LinkedIn profile for Luann Cotter.

Luann Cotter previously worked as Operations Manager at Tennyson Advisory Group, Llc and Associate Government Program Analyst at Office Of California Secretary Of State Dr. Shirley N. Weber. Luann Cotter holds Bachlor Or Science Finance, Finance, General, 3.85 from University Of Phoenix.

Company email context

Email format at Symonds Wealth Management

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{first}@tagplanners.com
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AeroLeads found 1 current-domain work email signal for Luann Cotter. Compare company email patterns before reaching out.

Profile bio

About Luann Cotter

I am a seasoned Governmental Program Analyst and Customer Service Specialist that has in-depth expertise in leading and driving Operations, Meeting and Exceeding Customer and Client Expectations, Retirement Plan knowledge, in-depth knowledge of Business Operations, excellent research capabilities, Analytical experience, outstanding mentoring skills, proactively identify customer needs, issues, and trends which involves recommendation of process improvements, and strong knowledge of call center operations. Specialties: Process Improvement, Process Training, Leadership, Team Building, Customer Service Operations, Relationship Management, Business Strategy, Quality Control, Global Sourcing support.Skills and Abilities: •Excellent written and verbal communication and interpersonal skills.•Strong at business insight, planning, follow through and leadership skills.•Strong employee development skills with attention to detail and quality.•Proven to take initiative and work under pressure in a changing/growing environment.•Analytical, organizational and administrative skills with ability to maintain confidentiality.•Outstanding time management skills, independent decision making, and ability to handle multiple tasks.

Listed skills include Customer Service, Process Improvement, Microsoft Office, Project Management, and 14 others.

Current workplace

Luann Cotter's current company

Company context helps verify the profile and gives searchers a useful next step.

Symonds Wealth Management
Symonds Wealth Management
Operations Manager
Justin, TX, US
Employees
5
AeroLeads page
5 roles · 36 years

Luann Cotter work experience

A career timeline built from the work history available for this profile.

Associate Government Program Analyst

Office Of California Secretary Of State Dr. Shirley N. Weber

Sacramento, California Area

Feb 2017 - May 2021

Customer Service Specialist

Rancho Cordova, CA

Roles and repsonsibilities:- Research complex issues for Top Producing Financial Advisors for Franklin Templeton Investments - Suggest improvements for system enhancements- Processing of complex corrections to client accounts- Suggest improvements to Policies and Procedures to make workflows more streamlined and efficient- Assist callers with a wide.

Jul 1998 - Feb 2017

Manager

Capital City Foods

Supervisor, Manager, recruiting, employee retention, managing budgets

1990 - 1997 ~7 yrs
1 education record

Luann Cotter education

FAQ

Frequently asked questions about Luann Cotter

Quick answers generated from the profile data available on this page.

What company does Luann Cotter work for?

Luann Cotter works for Symonds Wealth Management.

What is Luann Cotter's role at Symonds Wealth Management?

Luann Cotter is listed as Operations Manager at Symonds Wealth Management.

What is Luann Cotter's email address?

AeroLeads has found 1 work email signal at @tagplanners.com for Luann Cotter at Symonds Wealth Management.

What is Luann Cotter's phone number?

AeroLeads has found 1 phone signal(s) with area code 916 for Luann Cotter at Symonds Wealth Management.

Where is Luann Cotter based?

Luann Cotter is based in Fort Worth, Texas, United States while working with Symonds Wealth Management.

What companies has Luann Cotter worked for?

Luann Cotter has worked for Symonds Wealth Management, Tennyson Advisory Group, Llc, Office Of California Secretary Of State Dr. Shirley N. Weber, Frankin Templeton Investments, and Capital City Foods.

How can I contact Luann Cotter?

You can use AeroLeads to view verified contact signals for Luann Cotter at Symonds Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Luann Cotter attend?

Luann Cotter holds Bachlor Or Science Finance, Finance, General, 3.85 from University Of Phoenix.

What skills is Luann Cotter known for?

Luann Cotter is listed with skills including Customer Service, Process Improvement, Microsoft Office, Project Management, Strategic Planning, Call Centers, Financial Analysis, and Business Analysis.

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