Tara Budlong
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Tara Budlong Email & Phone Number

Client Service Specialist at StrategicPoint Investment Advisors
Location: Providence, Rhode Island, United States 5 work roles
1 work email found @strategicpoint.com 2 phones found area 401 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email t****@strategicpoint.com
Direct phone (401) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
StrategicPoint Investment Advisors
Role
Client Service Specialist
Location
Providence, Rhode Island, United States
Company size
12 employees

Who is Tara Budlong? Overview

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Quick answer

Tara Budlong is listed as Client Service Specialist at StrategicPoint Investment Advisors, a company with 12 employees, based in Providence, Rhode Island, United States. AeroLeads shows a work email signal at strategicpoint.com, phone signal with area code 401, and a matched LinkedIn profile for Tara Budlong.

Tara Budlong previously worked as Client Service Manager and Advisor at Strategicpoint Investment Advisors and Customer Service Representative at Columbia Management.

Company email context

Email format at StrategicPoint Investment Advisors

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{first_initial}{last}@strategicpoint.com
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AeroLeads found 1 current-domain work email signal for Tara Budlong. Compare company email patterns before reaching out.

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Profile bio

About Tara Budlong

Tara Budlong serves as Client Service Manager and Advisor, providing support to StrategicPoint’s Advisory team. She is responsible for assisting clients and facilitating their service needs, including managing and advising her own clients. She has been with StrategicPoint since 2011.Tara has over 20 years of experience as a client service representative, including experience at Putnam Investments as well as Columbia Management. She holds the FINRA Series 65 license, as well as RI, MA and CT Life and Health Insurance Producers Licenses.

Listed skills include Customer Service, Financial Services, Investments, Mutual Funds, and 4 others.

Current workplace

Tara Budlong's current company

Company context helps verify the profile and gives searchers a useful next step.

StrategicPoint Investment Advisors
Strategicpoint Investment Advisors
Client Service Specialist
Providence, RI, US
Website
strategicpoint.com
Employees
12
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Company profile
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5 roles

Tara Budlong work experience

A career timeline built from the work history available for this profile.

Customer Service Representative

Columbia Management

Providence, Rhode Island Area

Jul 2010 - Aug 2011

Client Service Associate

Putnam Investments

Franklin, MA

Supported the back offices of large broker dealer firms.

Nov 1999 - Jul 2010
Team & coworkers

Colleagues at StrategicPoint Investment Advisors

Other employees you can reach at strategicpoint.com. View company contacts for 12 employees →

AI Alicia Iovino Alicia Iovino Colleague at Strategicpoint Investment Advisors Providence, Rhode Island, United States, United States View → LB Laura Bard Laura Bard Colleague at Strategicpoint Investment Advisors Johnston, Rhode Island, United States, United States View → VN Vanessa Norcliffe Vanessa Norcliffe Colleague at Strategicpoint Investment Advisors Providence, Rhode Island, United States, United States View → SG Sean Giles Sean Giles Colleague at Strategicpoint Investment Advisors Providence, Rhode Island, United States, United States View → AR Aaron Reynolds, Cfa® Aaron Reynolds, Cfa® Colleague at Strategicpoint Investment Advisors Providence County, Rhode Island, United States, United States View → KM Kristina Mello, Mba Kristina Mello, Mba Colleague at Strategicpoint Investment Advisors Greater Boston, United States View → RA Richard Anzelone Richard Anzelone Colleague at Strategicpoint Investment Advisors Providence, Rhode Island, United States, United States View → RA Richard Anzelone J.D., Crpc™ Richard Anzelone J.D., Crpc™ Colleague at Strategicpoint Investment Advisors Providence, Rhode Island, United States, United States View → MC Michael Church Michael Church Colleague at Strategicpoint Investment Advisors Cumberland, Rhode Island, United States, United States View → AF Andrea Felice Andrea Felice Colleague at Strategicpoint Investment Advisors Providence, Rhode Island, United States, United States View →
FAQ

Frequently asked questions about Tara Budlong

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

What company does Tara Budlong work for?

Tara Budlong works for StrategicPoint Investment Advisors.

What is Tara Budlong's role at StrategicPoint Investment Advisors?

Tara Budlong is listed as Client Service Specialist at StrategicPoint Investment Advisors.

What is Tara Budlong's email address?

AeroLeads has found 1 work email signal at @strategicpoint.com for Tara Budlong at StrategicPoint Investment Advisors.

What is Tara Budlong's phone number?

AeroLeads has found 2 phone signal(s) with area code 401 for Tara Budlong at StrategicPoint Investment Advisors.

Where is Tara Budlong based?

Tara Budlong is based in Providence, Rhode Island, United States while working with StrategicPoint Investment Advisors.

What companies has Tara Budlong worked for?

Tara Budlong has worked for Strategicpoint Investment Advisors, Columbia Management, and Putnam Investments.

Who are Tara Budlong's colleagues at StrategicPoint Investment Advisors?

Tara Budlong's colleagues at StrategicPoint Investment Advisors include Alicia Iovino, Laura Bard, Vanessa Norcliffe, Sean Giles, and Aaron Reynolds, Cfa®.

How can I contact Tara Budlong?

You can use AeroLeads to view verified contact signals for Tara Budlong at StrategicPoint Investment Advisors, including work email, phone, and LinkedIn data when available.

What skills is Tara Budlong known for?

Tara Budlong is listed with skills including Customer Service, Financial Services, Investments, Mutual Funds, Microsoft Excel, Insurance, Microsoft Word, and Microsoft Office.

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