Tanya Mackey Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

El Segundo, Ca, Us

• Partnered with CETERA as a registered representative to foster successful relationships with 5,000 plus clients, providing premier financial consulting.• Developed and implemented strategies to improve client’s financial position.• Designed and implemented tax-efficient income planning and retirement benefits for C-Suite executives.• Administered executive compensation plans for medical industry.• Coached and guided unique challenges of affluent clients to simplify the complexity of financial options into investment strategies clients understand.

Los Angeles, California, Us

• Created and implemented National Fringe Benefit’s vision and mission by leading the development of the company’s short- and long-term strategy.• Increased revenues 50% by developing and securing major accounts: City of Los Angeles Employees (45,000), Los Angeles County Employees (115,000), and City of Carson Municipal Employees.• Managed third-party administration accounting for financial products to employee organizations of Los Angeles County and Los Angeles City.• Established and managed relationships for 12 insurance companies as supplemental employee benefits for Los Angeles County and Los Angeles City.• Expanded employee benefits for City of Carson to include a comprehensive legal and identity theft program.• Established clients with the medical industry, non-profit organizations, charter schools, private companies, Los Angeles airport.• Established WOMEN WORTHY OF Wealth, a private wealth building club providing financial education and guidance to enable women to make better financial decisions resulting in more profitable outcomes.• Authored the forward for ”The New Rules of Retirement Savings” (2020) and “The No- Comprise Retirement Savings” (2020) books.

• Delivered high quality investment guidance to clients based on needs, goals, and lifestyle.

Horsham, Pennsylvania, Us

• Structured investment portfolios and asset allocation management to be responsive to all life stages of clients

• Developed and presented financial planning seminars to existing and prospective client.

Fort Pierce, Florida, Us

• Prepared weekly reports and led presentations to brief staff on company’s financial outlook.

• Compiled reports to inform management about the company’s financial outlook

• Developed a working knowledge of risk and return rewards of a financial plan.

Bethesda, Md, Us

• Analyzed past and present financial data to identify and evaluate outcomes of business decisions.