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Taryn Shapiro, Pmp® Email & Phone Number

Practice Management Administrator at Allworth Financial
Location: Dallas, Texas, United States 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Practice Management Administrator
Location
Dallas, Texas, United States
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Taryn Shapiro, Pmp® is listed as Practice Management Administrator at Allworth Financial, a with 106 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Taryn Shapiro, Pmp®.

Taryn Shapiro, Pmp® previously worked as Project Manager at Allworth Financial and Executive Administrative Assistant | Project Manager at Equitable Advisors. Taryn Shapiro, Pmp® holds Bachelor Of Arts - Ba, Spanish, Economics from Rutgers University.

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Allworth Financial

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About Taryn Shapiro, Pmp®

As an Executive Assistant and Certified Project Management Professional (PMP), I excel as a strategic partner, thanks to my exceptional organizational and interpersonal skills, supported by an extensive business operations management, continuity assurance, and risk mitigation background. I have extensive experience providing executive administrative support and improving operational efficiency through strategic communication. With my solutions-driven approach, I manage budgets, financial reports, and event resources and engage with clients to promote client-centered services. I combine strategic foresight and practical know-how to navigate complex projects to a successful conclusion with a commitment to excellence, transformative leadership, and operational efficiency. Rooted in a philosophy that champions servant leadership and embodies the proactive mindset comparable to a chief of staff, my professional approach extends beyond traditional administrative roles. I have refined my capabilities in offering strategic counsel, executing well-informed decisions, emphasizing effective communication, and developing a collaborative culture that effectively bridges the divide between teams, stakeholders, and clients.I have orchestrated nationwide executive conferences, amplified company visibility at national and international forums, and devised thorough recruitment strategies for financial professionals, significantly enhancing both external educational outreach and internal communication efficacy.One of my strengths as a Project Manager is that I am known for the ability to lead diverse projects and teams, ensure transparent communication with management, and develop innovative selling strategies that contribute to revenue growth and elevate customer service standards. I have a track record of directing substantial fundraising efforts, ensuring regulatory compliance, and streamlining operational processes, all while prioritizing leadership, emotional intelligence, and strategic advisement.I am motivated by an insatiable desire for continuous learning and development, a deep-rooted passion for creativity and innovation, and a persistent pursuit of excellence. I have built a career that is a testament to the influence of strategic vision, resilience amidst change, and the transformative power of empathetic and effective leadership.

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Taryn Shapiro, Pmp®'s current company

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Allworth Financial
Allworth Financial
Practice Management Administrator
Employees
106
AeroLeads page
7 roles

Taryn Shapiro, Pmp® work experience

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Project Manager

Dallas, Texas, United States

Project Planning & Execution: Leading and managing strategic projects from initiation to completion, ensuring timely delivery and alignment with business goals. Central to driving key strategic projects and supporting the growth and transformation of the financial services department.Stakeholder Management: Collaborating with cross-functional teams and communicating with senior leadership to ensure project objectives, timelines, and budgets are met.Budget & Resource Oversight: Managing project budgets and resources, ensuring efficient use of time and finances.Process Improvement: Continuously refining project management processes to improve efficiency and outcomes.Reporting: maintaining clear project documentation and progress reports.

Executive Administrative Assistant | Project Manager

Dallas/Fort Worth Area

𝐄𝐪𝐮𝐢𝐭𝐚𝐛𝐥𝐞 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐫𝐚𝐧𝐝 𝐧𝐚𝐦𝐞 𝐨𝐟 𝐀𝐗𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬, 𝐋𝐋𝐂.• Provide executive support to the Regional President and Senior EVPs, including strategic communications, budget management, and report generation, enhancing operational efficiency.• Optimize senior leadership schedules for productivity and deadline compliance and maintain fiscal responsibility through careful budget reconciliation.• Improve organizational processes by managing leadership development programs, initiating a Leadership Development playbook, and partnering with the COO to streamline communications and task delegation in a complex with 800+ advisors.• Employ analytical skills to support strategic initiatives, influence decision-making, and guide project directions.• Organize and manage nationwide executive conferences with budgets up to $200K, ensuring efficient scheduling, travel coordination, and optimal time management.• Enhance company presence at national and international conferences through dynamic presentations and develop an end-to-end recruitment campaign for financial professionals, enhancing candidate engagement and experience by establishing VIP Days and Due Diligence meetings. • Collaborate directly with the Regional President on strategic projects and educational resources, contributing to the company's external educational outreach and internal communication efficiency.

Oct 2018 - Aug 2024

Professional Development Coordinator

Collin County Association Of Realtors

Plano, Tx

• Spearheaded developing and delivering continuing education programs for over 7,000 real estate professionals, significantly enhancing their competency and knowledge.• Directed diverse projects and teams in a dynamic environment, ensuring smooth operations and process efficiency.• Fostered transparent communication with management on project progress and challenges, facilitating swift problem-solving.• Developed and implemented suggestive selling techniques that drove customer service excellence and revenue growth.• Enhanced communication and information dissemination through skilled public speaking, improving organizational transparency and impact.• Improved operational processes, including early sponsorship acquisition and class enhancements, leading to increased efficiency and a 20% membership growth without additional staffing.• Successfully designed and executed major fundraising campaigns, including silent/live auctions and events, markedly increasing non-profit funding, and achieving a 50% profit growth in co-organized events.

Sep 2016 - Jan 2018

Independent Contractor - Sales

Dallas/Fort Worth Area

• Sales expertise and Brand ambassadorship by demonstrating a strong track record of exceeding sales targets across multiple channels and territories, combined with an exceptional ability to embody and promote the distinctive quality, craftsmanship, and innovation of premier brands such as Kershaw, Zero Tolerance, Shun, and Kai Housewares to diverse audiences, ensuring brand loyalty and market expansion.• Strategic market penetration and relationship building by identifying and leveraging new market opportunities for high-end culinary and tactical tools through strategic analysis and personalized engagement.

Sep 2011 - Jun 2014

Independent Business Owner

Dinner Independence Personal Chef And Catering

Plano, Tx

• Enhanced comprehensive business operations, improving accounting, cost control, quality assurance, strategic marketing, and extensive employee and event management.• Ensured compliance with food safety regulations and maintained a pristine working environment, achieving necessary industry licenses.• Optimized billing and scheduling processes, boosting operational efficiency and customer satisfaction by resolving system errors and scheduling conflicts.• Directed complete lifecycle project management for high-profile events, from client engagement and menu design to staffing and execution, ensuring top-tier service delivery.• Developed and supplied high-quality, nutritious meal solutions tailored to diverse dietary needs for both individual and corporate clients, utilizing advanced culinary expertise.• Served as the personal chef for three PGA athletes, focusing on nutrition-driven meal planning to support their performance objectives.• Expanded business capabilities and revenue by acquiring a commercial kitchen, promoting culinary innovation, and enhancing brand visibility through strategic initiatives and partnerships.

Aug 2005 - Dec 2010

Senior Budget Analyst

Richardson, Tx

• Spearheaded the development and implementation of a comprehensive budgeting system through advanced data analysis and cost-reduction strategies.

Apr 1993 - Sep 1998
Team & coworkers

Colleagues at Allworth Financial

Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →

2 education records

Taryn Shapiro, Pmp® education

FAQ

Frequently asked questions about Taryn Shapiro, Pmp®

Quick answers generated from the profile data available on this page.

What company does Taryn Shapiro, Pmp® work for?

Taryn Shapiro, Pmp® works for Allworth Financial.

What is Taryn Shapiro, Pmp®'s role at Allworth Financial?

Taryn Shapiro, Pmp® is listed as Practice Management Administrator at Allworth Financial.

Where is Taryn Shapiro, Pmp® based?

Taryn Shapiro, Pmp® is based in Dallas, Texas, United States while working with Allworth Financial.

What companies has Taryn Shapiro, Pmp® worked for?

Taryn Shapiro, Pmp® has worked for Allworth Financial, Equitable Advisors, Collin County Association Of Realtors, Kai Usa Ltd. - Kershaw Knives, Zero Tolerance Knives, Shun Cutlery, And Kai Housewares, and Dinner Independence Personal Chef And Catering.

Who are Taryn Shapiro, Pmp®'s colleagues at Allworth Financial?

Taryn Shapiro, Pmp®'s colleagues at Allworth Financial include Zack Rogers, Adam Peters, Cfp®, Chfc®, Leonardo Bojorquez, Cfp®, Chfc®, Awma®, Peter Abi-Nader, and Brian M. Murphy, Aif.

How can I contact Taryn Shapiro, Pmp®?

You can use AeroLeads to view verified contact signals for Taryn Shapiro, Pmp® at Allworth Financial, including work email, phone, and LinkedIn data when available.

What schools did Taryn Shapiro, Pmp® attend?

Taryn Shapiro, Pmp® holds Bachelor Of Arts - Ba, Spanish, Economics from Rutgers University.

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