Tara Tuttle Email and Phone Number
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Tara Tuttle personal email
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Tara Tuttle phone numbers
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.
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Investment Operations AssociateCornerstone Advisors Asset Management, Llc Oct 2023 - PresentBethlehem, Pa, Us -
Executive Assistant/Operations Manager/ Financial Advisor AssistantAdvisory Resource Group Sep 2019 - Sep 2023Foster 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.
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Brand PromoterLe-Vel.Com Oct 2016 - Sep 2019Us -
Data Management/ Quantitative AnalystBny Mellon Mar 2014 - Sep 2019New York, Ny, Us -
Call Center Analyst SeniorBny Mellon Mar 2014 - Sep 2019New York, Ny, UsDeveloped 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. -
Call Center Quality TeamBny Mellon Nov 2012 - Mar 2014New York, Ny, Us -
Shareholder Services SpecialistBny Mellon Jul 2011 - Nov 2012New York, Ny, UsResponded 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. -
Shareholder Services SpecialistDelaware Investments, A Member Of The Macquarie Group Jun 2010 - Jul 2011Sydney, Nsw, Au -
Business Development SpecialistAstatech, Inc. Jul 2009 - May 2010Bristol, Pa, Us
Tara Tuttle Skills
Tara Tuttle Education Details
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Desales UniversityPharmaceutical Marketing -
Cornell UniversityPacific Northwest And New York -
Temple UniversityBachelor'S Degree -
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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