Tammy Turner Email & Phone Number
Director|Client Services @ One Capital Management, LLC
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Tammy Turner Location
- Lompoc, CA, US
Tammy Turner Work
- Director|Client Services @ (January 2020 - Present)
- Client Service Manager @ (May 2016 - January 2020)
- Client Service Manager @ First Republic Private Wealth Management (May 2011 - January 2016)
Tammy Turner Education
- Santa Barbara City College
Accounting and Finance
Tammy Turner Skills
- Account Management
- Asset Management
- BSA/AML, KYC, Harassment Training
- CRM
- Computer Literate
- Credit
- Customer Service
- Develop and Write Procedures
- Excellent phone skills, above average spelling and grammar.
- Financial Services
- Handle Complaints/Manage Conflict
- Investment Management
- Investments
- Manage People
- Management
- Microsoft CRM
- Microsoft Office
- Organize Events
- Relate Well to Clients and Co-workers
- Relationship Management
- Wealth Management
- Work Very Well with Others
Tammy Turner Summary
- Tammy Turner, based in Lompoc, CA, US, is currently a Director|Client Services at One Capital Management, LLC. Tammy Turner brings experience from previous roles at Beacon Pointe and First Republic Private Wealth Management. Tammy Turner holds a Accounting and Finance @ Santa Barbara City College. With a robust skill set that includes Account Management, Asset Management, BSA/AML, KYC, Harassment Training, CRM, Computer Literate and more. Tammy Turner has 2 emails and 1 mobile phone numbers on RocketReach.
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