Tammy Case Email & Phone Number
Chief Operating Officer @ The Beacon Group of Companies
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Tammy Case Location
- Charlotte, NC, US
Tammy Case Work
- Chief Operating Officer @ (April 2020 - Present)
- Chief Operating Officer @ (April 2020 - Present)
- Chief Compliance Officer @ TFS Securities, Inc. & TFS Advisory Services RIA (December 2003 - April 2020)
- Manager @ (January 1998 - January 2003)
- Sales Assistant @ Prudential Securities (January 1998 - January 1999)
- Sales Assistant @ H.J. Meyers (January 1996 - January 1998)
- Operations and Sales Assistant @ Baron Chase Securities (January 1996 - January 1998)
- Manager @ Quick Chek Food Stores (January 1985 - January 1996)
Tammy Case Skills
- Securities
- Series 7
- Negotiation
- Business Strategy
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Investment Advisory
- Financial Services
- Investments
- Asset Management
- FINRA
- Financial Advisory
- Series 24
- 401k
- Retirement
- Hedge Funds
- Equities
Tammy Case Summary
- Tammy Case, based in Charlotte, NC, US, is currently a Chief Operating Officer at The Beacon Group of Companies - Financial Division. Tammy Case brings experience from previous roles at The Beacon Group of Companies - Financial Division, TFS Securities, Inc. & TFS Advisory Services RIA, Prudential Financial and Prudential Securities. With a robust skill set that includes Securities, Series 7, Negotiation, Business Strategy, Wealth Management and more. Tammy Case has 2 emails and 3 mobile phone numbers on RocketReach.
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Tammy Case
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