Corporate Actions Analyst @ (August 2022 - August 2025)
Corporate Actions Associate @ (March 2021 - August 2022)
Senior Corporate Actions Associate @ (July 2017 - August 2022)
Account Service Specialist @ (July 2013 - July 2017)
Distribution Specialist @ (April 2011 - April 2012)
Customer Service Representative @ (January 2009 - April 2011)
Garrett Tate Education
The University of Memphis
Bachelor of Business Administration (B.B.A.) (Finance, General)
2003-2008
Garrett Tate Skills
Microsoft Excel
PowerPoint
Customer Service
Time Management
Tutoring
Data Entry
Investments
Accounts Payable
Insurance
Retirement Planning
Hospitality
Training
Accounting
Journal Entries
Data Analysis
401K Retirement Savings Plans
Financial Services
Account Reconciliation
Microsoft Word
ERISA
Securities
401 Retirement Savings Plans
Garrett Tate Summary
Garrett Tate, based in Nashville, TN, US, is currently a Senior Operations Specialist at Cumberland Trust. Garrett Tate brings experience from previous roles at AllianceBernstein, Cantor Fitzgerald and Raymond James. Garrett Tate holds a 2003 - 2008 Bachelor of Business Administration (B.B.A.) in Finance, General @ The University of Memphis. With a robust skill set that includes Microsoft Excel, PowerPoint, Customer Service, Time Management, Tutoring and more. Garrett Tate has 3 emails and 1 mobile phone numbers on RocketReach.
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