Betty Tam's Location
California, United States
Betty Tam's Work
- Financial Advisor @ Edward Jones
- Financial Services Professional @ MassMutual
- Upgraded Job Skills @ Independent Coursework
- Investment Advisor Representative @ MetLife
- Registered Assistant to RIA @ Northwestern Mutual
- Financial Consultant - Defined Contribution Retail and Institutional @ TIAA-CREF Financial Services, LLC
- Premier Client Manager @ Bank of America
- Investment Consultant @ TD Waterhouse Investors Services, Inc.
- Investment Specialist II @ Charles Schwab & Co, Inc.
- Account Executive, Investments @ Dean Witter Reynolds Inc
Betty Tam's Education
- University of Arkansas
MS (Higher Education - Public Administration & Counseling for Universities)
- University of Arkansas
BS (Elementary Education -Teaching Certificate)
- Independent Coursework
Certificate of Completion (Microsoft Word, Excel, Pivot Table, PowerPoint, Outlook & Internet.)
Betty Tam's Skills
- Retirement
- Selling
- Financial Services
- Financial Planning
- Finance
- Wealth Management
- Account Management
- Asset Allocation
- Financial Advisory
- Defined Benefit Plan
Betty Tam's Summary
Betty Tam, based in California, United States, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at MassMutual Financial Group, Independent Coursework, MetLife Financial Services and Northwestern Mutual - Susan Slone. Betty Tam holds a MS in Higher Education - Public Administration & Counseling for Universities @ University of Arkansas. With a robust skill set that includes Retirement, Selling, Financial Services, Financial Planning, Finance and more, Betty Tam contributes valuable insights to the industry. Betty Tam has 4 emails and 2 mobile phone numbers on RocketReach.
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