Tami Borland Email & Phone Number
VP Director of Operations @ ClientFirst Wealth Management
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Tami Borland Location
- Jupiter, FL, US
Tami Borland Work
- VP Director of Operations @ (January 2021 - Present)
- Financial Planning Services @ Self-employed (January 2020 - Present)
- Financial Advisor @ Evershore Financial Group (January 2011 - February 2019)
- Financial Advisor @ (January 2009 - January 2011)
- Financial Advisor @ (January 2008 - January 2009)
- Accounting Assistant @ VaxDesign (January 2008 - December 2008)
- Sales Associate @ (December 2004 - January 2008)
Tami Borland Education
- University of Central Florida - College of Business Administration
(Finance, Accounting)
2004-2008
Tami Borland Skills
- Financial Services
- Customer Service
- Finance
- Disability Insurance
- College Funding
- Life Insurance
- Long Term Care Insurance
- Investments
- Variable Annuities
- Retirement Planning
- Management
- Financial Planning
- College Funding Strategies
- Fixed Annuities
Tami Borland Summary
- Tami Borland, based in Jupiter, FL, US, is currently a VP Director of Operations at ClientFirst Wealth Management. Tami Borland brings experience from previous roles at Self-employed, Evershore Financial Group, Northwestern Mutual and Edward Jones. Tami Borland holds a 2004 - 2008 University of Central Florida - College of Business Administration. With a robust skill set that includes Financial Services, Customer Service, Finance, Disability Insurance, College Funding and more. Tami Borland has 2 emails and 1 mobile phone numbers on RocketReach.
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