Tara Klein Email and Phone Number
Tara Klein work email
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Tara Klein personal email
The other day I was asked what it is I do for a living and a friend I was with replied before I could. His reply? “Tara manages people.” Three words—that was it. There are lots of things I would normally have said (and I did elaborate), but in thinking about it later on I realized that he was right. I do manage people. Busy individuals, professionals and business owners, that have a never-ending list of things to do and think about—I not only help business owners and professionals with their companies and practices but I also help ensure that their families never find themselves vulnerable.I manage people so that these things don’t fall through the cracks—for a business owner that could be implementing an employee benefits plan or reviewing how their existing plan is working for them. It’s critical for a business that the products they have are working properly for them—saving them money and adding to their workforce by attracting and retaining the best employees and increasing productivity and morale.For a career professional it could be setting up a retirement plan or expanding their insurance coverage—making sure that they have adequate coverage for their most valuable asset—their ability to earn an income. A comprehensive financial security plan allows you to feel confident about the decisions you make regarding your wealth, your legacy and your future generations.It doesn’t ‘just happen’. Have you asked yourself where you’re vulnerable? Do you understand your risks? I know that I can identify areas that you’re vulnerable and I know that I can help you manage them.
Guarantee Vc Premium Warranty
View- Website:
- guaranteevc.ca
- Employees:
- 4
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Business Development SpecialistGuarantee Vc Premium Warranty May 2020 - PresentGreater Toronto Area, Canada -
Group Benefits & Financial ServicesTara Klein - Group Benefits & Financial Services Nov 2019 - May 2020Toronto, Canada Area
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Business Development Specialist - Group Benefits & Financial ServicesFenn & Fenn Insurance Practice Inc. Jun 2017 - Nov 2019
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Financial Security AdvisorFreedom 55 Financial Oct 2013 - Jun 2017Greater Toronto AreaHelping individuals, families and business owners with wealth accumulation, wealth preservation and wealth distribution.• Provide clients with a full choice of solutions and services to meet their financial and life management needs• Tax Planning• Retirement Planning• Estate Planning• Insurance Solutions• Business Owner Solutions including Group Benefit Plans -
Investment RepresentativeQuadrus Investment Services Ltd Oct 2013 - Jun 2017Toronto, Canada Area• Business Owner Solutions including Group Retirement Plans• Registered Retirement Saving Plans• Registered Retirement Income Funds• Individual Pension Plans• Tax Free Savings Accounts• Registered Education Saving Plans• Registered Disability Saving Plans• Non-Registered Investment Accounts• Registered to sell mutual funds in the province of Ontario
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Business ManagerParkview Bmw Feb 2010 - Aug 2013• Responsible for submission of credit applications and funding documents to various financial institutions• Converting cash purchases into finance purchases• Preparation of all documentation for customer vehicle purchases• Ensures all vehicle licensing is done promptly and accurately• Ensures regular follow-up is completed by salespeople with customers prior to vehicle delivery• Coordinates with the delivery specialists to ensure vehicle deliveries are done accurately and on time• Quote and sell Business Office products such as extended warranties, wear protection plans, credit, life and disability programs and vehicle protection products• Responsible for commissioning Business Office products for accounting purposes• Responsible for preparing vehicle sale deals in Reynolds & Reynolds for accounting• Responsible for registering retailed vehicles with BMW
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Financial Services ManagerVolkswagen Downtown Toronto Aug 2009 - Jan 2010• Responsible for submission of credit applications and funding documents to various financial institutions• Converting cash purchases into finance purchases• Preparation of all documentation for customer vehicle purchases• Ensures all vehicle licensing is done promptly and accurately• Ensures regular follow-up is completed by salespeople with customers prior to vehicle delivery• Coordinates with the salespeople to ensure vehicle deliveries are done accurately and on time• Quote and sell Business Office products such as extended warranties, wear protection plans, credit, life and disability programs and vehicle protection products• Responsible for commissioning Business Office products for accounting purposes• Provides back up support to management staff as needed -
Collections RepresentativeBmw Financial Services Canada Mar 2009 - Aug 2009• Responsible for ensuring delinquent accounts are dealt with in a cost-effective and expeditious manner• Ensures regular follow-up, according to BMW Financial Services policies and procedures takes place on delinquent accounts, including distribution of reminder letters, telephone follow-up and escalation to legal action if necessary• Processing late charge fees relating to delinquent accounts and ensuring all such fees and charges are recovered• Coordinating suitable payment arrangements with customers to bring delinquent accounts up to date• Understanding of provincial rules and regulations regarding delinquent accounts• Explaining repercussions of delinquent account states to customers• Providing back up support for asset recovery as needed -
Funding TrackerBmw Financial Services Canada Jul 2008 - Aug 2009• Tracking and logging all incoming Funding Packages• Administration of Road Hazard Protection Policies• Responsible for audit of incoming loan packages. Validate and verify information in IFS (International Funding System) to ensure compliance with BMW FS policies, procedures, marketing programs and funding guidelines• Validate all BMW Protection Product documents and process commission payments as required• Identifying inconsistencies and incomplete packages; return documents to Retailers, place deals in hold status• Provide support and resolutions to funding issues encountered by Business Managers• Assist and follow-up with Business Managers on all held deals on a regular basis -
Administrative CoordinatorMadison Press Books Feb 2003 - Sep 2004• Assistant to the President and Vice-Presidents• Receive, screen and direct telephone inquiries• Monitor, maintain and purchase office supplies• Monitor and maintain the computer systems• Ensure all office equipment is repaired and/or serviced as needed• Research office solutions including but not limited to, service providers, technicians• Liaise with service providers, technicians and sales representatives• Maintain office schedules, contact lists, vacation schedules, etc.• North American, European and Asian travel arrangements, itineraries, etc.• Sort, process and verify applications, receipts, faxes, mail and other courier deliveries• Implement, index and maintain filing systems• Type and proofread correspondence, forms, manuscripts, proposals, contracts and other documents• Assist with project research and development• In charge of taking meeting minutes and transcription of meetings• Effective problem-assessment and problem solving skills• Reconcile incoming invoices for Accounts Payable
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Sales AdministratorEwing Flagpole Co. Inc And Ewing International Jun 2002 - Feb 2003• Sort, process and verify applications, receipts, faxes, mail and other courier deliveries• Reconcile incoming invoices for Accounts Payable• Responsible for the collection of unpaid invoices• Implement, index and maintain filing systems• Type and proofread correspondence, forms and other documents• Quote and arrange logistic options for all companies produce• Type and process quotations, orders and shipping documents both Canadian and international• Quote, arrange and track national and international product shipments for various clients, including the Federal Aviation Association of the USA• Liaise with clients on behalf of the engineering department regarding quotations, order status, shipment and payment information• Member of the Health and Safety Committee
Tara Klein Skills
Tara Klein Education Details
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Ifse Institute, Investment Funds Institute Of CanadaLife License Qualification Program (Llqp) -
Ifse Institute, Investment Funds Institute Of CanadaInvestment Funds Institute Of Canada (Ific) -
Automotive Business School Of Canada, Georgian CollegeAutomotive Certification Course (Omvic License) -
Political Science
Frequently Asked Questions about Tara Klein
What company does Tara Klein work for?
Tara Klein works for Guarantee Vc Premium Warranty
What is Tara Klein's role at the current company?
Tara Klein's current role is Business Development Specialist at Guarantee VC Premium Warranty.
What is Tara Klein's email address?
Tara Klein's email address is ta****@****live.ca
What schools did Tara Klein attend?
Tara Klein attended Ifse Institute, Investment Funds Institute Of Canada, Ifse Institute, Investment Funds Institute Of Canada, Automotive Business School Of Canada, Georgian College, York University.
What are some of Tara Klein's interests?
Tara Klein has interest in Social Services, Children, Animal Welfare, Arts And Culture, Health.
What skills is Tara Klein known for?
Tara Klein has skills like Insurance, Segregated Funds, Annuities, Mutual Funds, Sales Process, Customer Satisfaction, Management, Finance, Financial Services, Customer Insight, Outstanding Time Management Skills, Life Insurance.
Who are Tara Klein's colleagues?
Tara Klein's colleagues are Peggy Ramezan, Mick Schaer, Nicki Machado, Lionella Sache, Christina Page.
Not the Tara Klein you were looking for?
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Tara Klein
New York City Metropolitan Area3paclp.com, corelab.com, paclp.com -
6aol.com, komarbrands.com, aol.com, mail.philau.edu, aol.com, westchesterarc.org
1 +120126XXXXX
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2gmail.com, unhny.org
2 +191778XXXXX
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1keenprojectsolutions.com
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