Tara Tuttle

Tara Tuttle Email and Phone Number

Investment Operations Associate @ Cornerstone Advisors Asset Management, LLC
Tara Tuttle's Location
Coopersburg, Pennsylvania, United States, United States
Tara Tuttle's Contact Details

Tara Tuttle work email

Tara Tuttle personal email

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About Tara Tuttle

Results-oriented professional with extensive experience driving project implementation and enhance financial performance along with establishing robust strategies, aligning resources, and help increase growth and program achievement. Excel at help reducing costs and help increase profitability through strategic budget planning, preparation, and management. Credible success rolling out internal controls, coordinating financial reporting, and enhancing bottom line performance. Well-versed in strategizing events/conferences, managing/coordinating projects, and recording minutes. Skilled in establishing and maintaining efficient administrative systems and processes to support the effective running of an organization with a focus on operational excellence. Proficient in supporting C-level executives with calendar management, administrative tasks, internal and external communications, and other day-to-day operational duties.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Cornerstone Advisors is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Tara Tuttle's Current Company Details
Cornerstone Advisors Asset Management, LLC

Cornerstone Advisors Asset Management, Llc

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Investment Operations Associate
Tara Tuttle Work Experience Details
  • Cornerstone Advisors Asset Management, Llc
    Investment Operations Associate
    Cornerstone Advisors Asset Management, Llc Oct 2023 - Present
    Bethlehem, Pa, Us
  • Advisory Resource Group
    Executive Assistant/Operations Manager/ Financial Advisor Assistant
    Advisory Resource Group Sep 2019 - Sep 2023
    Foster and maintain client and representative relationships. Facilitate new client onboarding and investment account setup, as well as support clients with compliance. Identify and resolve issues while advising and training team members. Incorporate new industry developments into processes, coordinate and analyze data, offer new methods/procedures, assess documentation/results, and recommend modifications to accomplish goals.
  • Le-Vel.Com
    Brand Promoter
    Le-Vel.Com Oct 2016 - Sep 2019
    Us
  • Bny Mellon
    Data Management/ Quantitative Analyst
    Bny Mellon Mar 2014 - Sep 2019
    New York, Ny, Us
  • Bny Mellon
    Call Center Analyst Senior
    Bny Mellon Mar 2014 - Sep 2019
    New York, Ny, Us
    Developed and utilized initiative, analytical and problem-solving skills, and extensive financial industry knowledge, while completing diverse day-to-day tasks/activities. Provided analytical support, organized and executed projects, maintained schedules, and collaborated and partnered with internal/external clients as a member of the call center technology team.
  • Bny Mellon
    Call Center Quality Team
    Bny Mellon Nov 2012 - Mar 2014
    New York, Ny, Us
  • Bny Mellon
    Shareholder Services Specialist
    Bny Mellon Jul 2011 - Nov 2012
    New York, Ny, Us
    Responded to a high volume of inbound calls from shareholders, financial advisors, and other external clients regarding procedural information, mutual fund performance, fund mergers, and market conditions. Offered tax information, such as cost basis account history data, and quality-controlled colleagues' transactions to ensure error-free requests. Collaborated with other departments and companies to resolve issues for clients that arose from the submission of a transfer of assets.
  • Delaware Investments, A Member Of The Macquarie Group
    Shareholder Services Specialist
    Delaware Investments, A Member Of The Macquarie Group Jun 2010 - Jul 2011
    Sydney, Nsw, Au
  • Astatech, Inc.
    Business Development Specialist
    Astatech, Inc. Jul 2009 - May 2010
    Bristol, Pa, Us

Tara Tuttle Skills

Customer Service Crm Sales Sales Process Business Development Marketing Strategic Partnerships Salesforce.com Public Speaking Leadership Customer Relationship Management Business Analysis Call Centers Competitive Analysis Data Analysis Market Research Microsoft Office Portfolio Management Process Improvement Project Management Relationship Management Strategic Planning Financial Services Powerpoint Microsoft Excel Business Process Improvement

Tara Tuttle Education Details

  • Desales University
    Desales University
    Pharmaceutical Marketing
  • Cornell University
    Cornell University
    Pacific Northwest And New York
  • Temple University
    Temple University
    Bachelor'S Degree
  • Misericordia University
    Misericordia University

Frequently Asked Questions about Tara Tuttle

What company does Tara Tuttle work for?

Tara Tuttle works for Cornerstone Advisors Asset Management, Llc

What is Tara Tuttle's role at the current company?

Tara Tuttle's current role is Investment Operations Associate.

What is Tara Tuttle's email address?

Tara Tuttle's email address is ta****@****ail.com

What is Tara Tuttle's direct phone number?

Tara Tuttle's direct phone number is (800) 205*****

What schools did Tara Tuttle attend?

Tara Tuttle attended Desales University, Cornell University, Temple University, Misericordia University.

What skills is Tara Tuttle known for?

Tara Tuttle has skills like Customer Service, Crm, Sales, Sales Process, Business Development, Marketing, Strategic Partnerships, Salesforce.com, Public Speaking, Leadership, Customer Relationship Management, Business Analysis.

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