Tammy Perrin

Tammy Perrin Email and Phone Number

Front Office Assistant at The Foundry Dental Clinic @
Tammy Perrin's Location
Greater Columbus Area, United States
Tammy Perrin's Contact Details

Tammy Perrin personal email

About Tammy Perrin

30 years of customer service experience both professional and retail.I have experience managing and running a small boutique store. Series 7 Licensed (in active)I have experience trading on both Fidelity and Pershing Platforms.Knowledgable in Microsoft Office Programs.Worked in the back office of a broker dealer in various postions for 9 years. I have been in Financial Wealth Management for the last 13 years.Previous experience working for SMI Steel calculating raw goods to finished products.worked as an Executive Assistant fir 4 years for a stste representative while also manging the office of his small business. Specialties: customer relations, customer service, documentation, financial, meeting facilitation, microsoft excel, microsoft office, microsoft powerpoint, microsoft word, online research, programming, securities, tax planning, payroll, HR

Tammy Perrin's Current Company Details
None

None

Front Office Assistant at The Foundry Dental Clinic
Tammy Perrin Work Experience Details
  • None
    In Transition
    None Aug 2009 - Present
    I am currently in transition.
  • The Foundry Dental Clinic
    Front Office Assistant
    The Foundry Dental Clinic Mar 2019 - Present
    Bessemer, Alabama
  • Queork The Cork Store
    Store Manager
    Queork The Cork Store May 2015 - Present
    Grayton Beach Florida
    Everything we make is from 100% sustainable cork. Www.Queork.com
  • Dawson Companies/Dawson Wealth Management
    Client Manager/Compliance Analyst
    Dawson Companies/Dawson Wealth Management Oct 2007 - Aug 2009
    Placed trades for high net worth clients on Pershing and Fidelity PlatformsProvided detailed customer service and reports for high net worth clientsAccurately maintained client account filesDocumented and maintained compliance related material (checks and certificates)Provided and updated cost basis for high net worth client for tax preparationExecuted and monitored transactions for high net worth clients
  • First Protective/Proequities, Inc.
    Compliance Analyst
    First Protective/Proequities, Inc. Nov 2006 - Oct 2007
    Assisted with reviewing documentation and trades for high net worth clientsProvided customer service and compliance guidelines to registered representativesAssisted with preparation of compliance meetings and continuing education coursesDocumented and maintained compliance related material (checks and certificates
  • Sterne Agee & Leach, Inc
    Registered Sales Assistant
    Sterne Agee & Leach, Inc Jan 2006 - Nov 2006
    Provided detailed customer service and reports for high net worth clientsExecuted and monitored transactions for high net worth clientsAccurately maintained client account filesProvided and updated cost basis for high net worth client for tax preparation
  • Proequities
    Customer Service Representative, Cashier, Restricted Securities Specialist, Transfer Specialist
    Proequities Jul 1997 - Jan 2006
    Provided customer service to registered representatives and high net worth clients.Processed client check deposits and cerificated securities.Processed and accurately monitored client account transfer from financial firms.maintained and updated high net worth client cost basis needed for tax preparation.Created, maintained and updated office procedure manuals for various departments.Instructed registered representatives on how to process business through training forums.Provided training for new customer service representatives.Assisted with the process of interviwing new employees.

Tammy Perrin Skills

Series 7 Customer Service Securities Wealth Management Finance Trading Financial Planners Microsoft Office Training Software Documentation High Net Worth Individuals Sales Microsoft Excel Series 63

Tammy Perrin Education Details

  • Oneonta High School
    Oneonta High School
    Business Office Education
  • Locust Fork High School
    Locust Fork High School

Frequently Asked Questions about Tammy Perrin

What company does Tammy Perrin work for?

Tammy Perrin works for None

What is Tammy Perrin's role at the current company?

Tammy Perrin's current role is Front Office Assistant at The Foundry Dental Clinic.

What is Tammy Perrin's email address?

Tammy Perrin's email address is tp****@****ail.com

What schools did Tammy Perrin attend?

Tammy Perrin attended Oneonta High School, Locust Fork High School.

What skills is Tammy Perrin known for?

Tammy Perrin has skills like Series 7, Customer Service, Securities, Wealth Management, Finance, Trading, Financial Planners, Microsoft Office, Training, Software Documentation, High Net Worth Individuals, Sales.

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