Tamara S. Email & Phone Number

United States

Orange County, California, United States

Investment Accounting and Investment Manager implementation and business strategy consultant.

Santa Barbara, California, United States

Exceptional Yardi Investment Management implementations and consulting. Work with Investment Accounting and Investment Manager - Elevate.

Santa Barbara, California

Working in the Investment Management department, I troubleshoot issues, solve problems, provide training and implementation and consult on best practices. I create new opportunities for ancillary products within the Yardi solutions as I delve into business practices and needs for growth and efficiencies.

Santa Barbara

We provide concierge WEALTH PLANNING services to the local Santa Barbara and Ventura communities. We also offer Wealth Academy classes nationally. Instructional Design for financial planning, classes for all levels of wealth accumulation and growth, and online and asynchronous training available.

Santa Barbara, California Area

Business development and financial planning.

Santa Barbara, California Area

ProVisors is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another

Fort Wayne, Indiana Area

I created, operated and expanded a wealth management firm which sold and managed retirement planning and financial portfolios. I increased sales revenues by 50% year over year. I created successful marketing strategies and implemented advertising campaigns. I also managed the sales and utilization of specialized investments, including alternative.

As adjunct faculty at IPFW, I created classes on financial planning, wealth management and job transitioning. Created curriculum, taught classes and managed all aspects of the learning management.

Fort Wayne, Indiana Area

In this role, I counseled new businesses that were starting or expanding operations in areas such as sales, marketing, product development, idea implementation, accounting and financing. I helped them consider options such as SBA 7(a) loans and bank credit lines for their costs of operations and equipment. This was a part time service I offered while.

Fort Wayne, Indiana Area

I was responsible for sales, marketing, advertising, bookkeeping and recruiting for the local district office. I acted as a sales manager, and my responsibilities included motivating and training the agents and new financial advisors, and managing and creating my own client base.

South Bend, Indiana Area

District Sales Manager - Teaching, training and sales

Business Administration And Management, General

Cfp, Financial Planning