Tara Corcelli Email & Phone Number
Vice President @ Citizens Private Wealth
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Tara Corcelli Location
- Providence, RI, US
Tara Corcelli Work
- 2021 -now Vice President @
- 2019 -2021 Special Projects Manager @ Employees' Retirement System of Rhode Island
- 2016 -2021 Retirement Counselor Manager @ Employees' Retirement System of RI
- 2000 -2016 Senior Retirement Plan Consultant @
Tara Corcelli Education
- Providence College
Bachelor of Arts (B.A.)
Tara Corcelli Skills
- Leadership
- Dol
- Series 63
- Fixed Annuities
- Pensions
- Fixed Income
- Retirement Planning
- Data Analysis
- Investments
- Business Analysis
- Series 6
- Team Leadership
- Process Improvement
- Finance
- 401k
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Microsoft Office
- Risk Management
- Asset Management
- Marketing
- Customer Service
- Defined Benefit
- Profit Sharing
- Management
- Retirement Solutions
- ERISA
- Research
- Retirement
- Series 7
- Securities
Tara Corcelli Summary
- Tara Corcelli, based in Providence, RI, US, is currently a Vice President at Clarfeld | Citizens Private Wealth. Tara Corcelli brings experience from previous roles at Employees' Retirement System of Rhode Island, Employees' Retirement System of RI and Fidelity Investments. Tara Corcelli holds a Bachelor of Arts (B.A.) @ Providence College. With a robust skill set that includes Leadership, Dol, Series 63, Fixed Annuities, Pensions and more. Tara Corcelli has 2 emails and 1 mobile phone numbers on RocketReach.
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