1999 -2008 Senior Executive Vice President, Marketing and Operations @
1994 -1999 Vice President @
Tamara Wendoll Education
The Wharton School
Master of Business Administration
2001-2003
UC San Diego
Bachelor of Arts (Psychology)
1989-1994
Tamara Wendoll Skills
Fiduciary
Strategic Vision
Executive Leadership
Business Process Improvement
Asset Management
Process Improvement
Leadership
Mutual Funds
Investments
Strategy
Investment Advisory
Mergers & Acquisitions
Alternative Investments
Marketing
New Business Development
Financial Services
Due Diligence
Wealth Management
Cash Management
Business Development
Operations Leadership
Change Leadership
Cost Control
Cost Containment
Strategic Planning
Asset Allocation
Regulatory Compliance
Risk Assessment
Operational Excellence
Anti Money Laundering
Salesforce.com
Management
Negotiation
Cross-functional Team Leadership
Contract Negotiation
Team Leadership
Orion
Transaction Processing
Board Leadership
Systems Implementation
Executive-level Communication
Board of Directors
Investment Advisory Services
Revenue Growth
SOC-1
Strategic Initiatives
Workflow Management
Financial Systems Implementation
Investment Oversight
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Tamara Wendoll Summary
Tamara Wendoll, based in San Diego, CA, US, is currently a EVP and Managing Director at Columbia Private Trust. Tamara Wendoll brings experience from previous roles at Columbia Private Trust, Dunham Trust Company and Dunham. Tamara Wendoll holds a 2001 - 2003 Master of Business Administration @ The Wharton School. With a robust skill set that includes Fiduciary, Strategic Vision, Executive Leadership, Business Process Improvement, Asset Management and more. Tamara Wendoll has 3 emails and 1 mobile phone numbers on RocketReach.
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