Senior Operations Specialist
Current
Apr 2022 - Present
AeroLeads people directory · profile
Tara Yoder Email & Phone Number
Senior Operations Specialist at Klingman and Associates, LLC
at
Klingman and Associates, LLC
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Operations Specialist at Klingman and Associates, LLC
Location
St Petersburg, Florida, United States
Company size
Who is Tara Yoder? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tara Yoder is listed as Senior Operations Specialist at Klingman and Associates, LLC at Klingman and Associates, LLC, a with 16 employees, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Tara Yoder.
Tara Yoder previously worked as Senior Operations Specialist at Klingman And Associates, Llc and Channel Partner Manager at Fastpath Solutions, Llc. Tara Yoder holds Bachelor Of Fine Arts - Bfa, Art History, Criticism And Conservation from University Of South Florida.
Company email context
Email format at Klingman and Associates, LLC
This section adds company-level context without repeating Tara Yoder's masked contact details.
{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Tara Yoder. Compare company email patterns before reaching out.
Profile bio
About Tara Yoder
Tara Yoder is a Senior Operations Specialist at Klingman and Associates, LLC at Klingman and Associates, LLC. She possess expertise in series 7, series 24, finra, securities, mutual funds and 14 more skills.
Listed skills include Series 7, Series 24, Finra, Securities, and 15 others.
Current workplace
Tara Yoder's current company
Company context helps verify the profile and gives searchers a useful next step.
Klingman And Associates, Llc
7 roles · 31 years
Tara Yoder work experience
A career timeline built from the work history available for this profile.
Channel Partner Manager
Feb 2021 - Apr 2022
Sr. Transition Consultant
Oct 2018 - Feb 2021
Transition Consultant
Transition new offices to Raymond James Financial
Oct 1996 - Feb 2021
Acats Section Floater
Oct 1996 - Aug 2000
Manager, Concierge Services
Raymond James Financial
I manage a department dedicated to providing a high level of customer service to the top producing Financial Advisors of Raymond James Financial Services.Through proactive and reactive service we make it easy for them to do business with the home office.
Oct 1996 - Aug 2012
Supervisor
Raymond James Financial Services
Supervised a department dedicated to providing a high lever of service the the Chairman's, Leaders and Director's Councils of RJFS
1996 - Jul 2010
Team & coworkers
Colleagues at Klingman and Associates, LLC
Other employees you can reach at klingmanandassociates.com. View company contacts for 16 employees →
BW
Ben Weiner
Colleague at Klingman And Associates, LlcNew York, United States
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PK
Penney Klingman
Colleague at Klingman And Associates, LlcUnited States
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DD
Dan Delmoro, Cfa
Colleague at Klingman And Associates, LlcNew York, United States
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MW
Matty Wieczorek
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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PB
Patrice Boeckel
Colleague at Klingman And Associates, LlcNew York, United States
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MM
Michelle Mckinnon, Cfp®
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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NG
Noelle Gallo
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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JR
Jake Repaci
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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CL
Cynthia Looser
Colleague at Klingman And Associates, LlcNew York, United States
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QI
Quattro I Am Prasad
Colleague at Klingman And Associates, LlcBengaluru, Karnataka, India
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Ben Weiner
Colleague at Klingman And Associates, LlcNew York, United States
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PK
Penney Klingman
Colleague at Klingman And Associates, LlcUnited States
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DD
Dan Delmoro, Cfa
Colleague at Klingman And Associates, LlcNew York, United States
View →
MW
Matty Wieczorek
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
View →
PB
Patrice Boeckel
Colleague at Klingman And Associates, LlcNew York, United States
View →
MM
Michelle Mckinnon, Cfp®
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
View →
NG
Noelle Gallo
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
View →
JR
Jake Repaci
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
View →
CL
Cynthia Looser
Colleague at Klingman And Associates, LlcNew York, United States
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QI
Quattro I Am Prasad
Colleague at Klingman And Associates, LlcBengaluru, Karnataka, India
View →
4 education records
Tara Yoder education
Bachelor Of Fine Arts - Bfa, Art History, Criticism And Conservation
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Aa/As
Bachelor Of Science - Bs, Marketing With Sales Concentration
FAQ
Frequently asked questions about Tara Yoder
Quick answers generated from the profile data available on this page.
What company does Tara Yoder work for?
Tara Yoder works for Klingman and Associates, LLC.
What is Tara Yoder's role at Klingman and Associates, LLC?
Tara Yoder is listed as Senior Operations Specialist at Klingman and Associates, LLC at Klingman and Associates, LLC.
What is Tara Yoder's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Tara Yoder at Klingman and Associates, LLC.
Where is Tara Yoder based?
Tara Yoder is based in St Petersburg, Florida, United States while working with Klingman and Associates, LLC.
What companies has Tara Yoder worked for?
Tara Yoder has worked for Klingman And Associates, Llc, Fastpath Solutions, Llc, Raymond James, Raymond James Financial Inc., and Raymond James & Associates, Inc.
Who are Tara Yoder's colleagues at Klingman and Associates, LLC?
Tara Yoder's colleagues at Klingman and Associates, LLC include Ben Weiner, Penney Klingman, Dan Delmoro, Cfa, Matty Wieczorek, and Patrice Boeckel.
How can I contact Tara Yoder?
You can use AeroLeads to view verified contact signals for Tara Yoder at Klingman and Associates, LLC, including work email, phone, and LinkedIn data when available.
What schools did Tara Yoder attend?
Tara Yoder holds Bachelor Of Fine Arts - Bfa, Art History, Criticism And Conservation from University Of South Florida.
What skills is Tara Yoder known for?
Tara Yoder is listed with skills including Series 7, Series 24, Finra, Securities, Mutual Funds, Series 63, Investments, and Retirement.
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