Tara Handy Email & Phone Number
Client Relationship Manager @ Barking Sands Capital
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Tara Handy Location
- Roaring River, NC, US
Tara Handy Work
- Client Relationship Manager @ (April 2026 - Present)
- Senior Registered Client Associate @ (October 2011 - October 2025)
- Financial Services Officer @ State Employees’ Credit Union (June 2009 - June 2011)
- Registered Sales Assistant @ (December 2008 - May 2009)
- Registered Sales Assistant @ Wachovia Securities, LLC (October 2001 - December 2008)
Tara Handy Education
- Gardner-Webb University
Bachelor of Science (B.Sc.) (Business Administration, Management and Operations)
2005 - Gardner-Webb University
Bachelor of Science (Business Administration and Management, General)
- Wilkes Community College
Associate of Arts
Tara Handy Skills
- ACATS
- Account Management
- Accounting
- Advising Clients
- Annuities
- Appointment Scheduling
- Associate Engagement
- Bonds
- Business Administration
- CRM Databases
- Charitable Giving
- Client Delivery
- Client Interfacing Skills
- Client Onboarding
- Client Services
- Communication
- Cost Basis
- Customer Relationship Management (CRM)
- Customer Service
- Daily Operations Management
- E-money
- Federal & State Regulatory Compliance
- Financial Advisory
- Helping Clients Succeed
- High Level Of Accuracy
- High-Net-Worth Individuals (HNWI)
- High-Net-Worth Insurance
- Human Services
- Individual Retirement Accounts (IRA)
- Internal & External Clients
- Leadership
- Life & Health Insurance Licenses
- Life Insurance
- Long-Term Business Relationships
- Managed Money
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Multi-task & Handle High-volume Workloads
- Mutual Funds
- Professional Communication
- Professional Phone Skills
- Project Management
- Public Speaking
- Regulatory Compliance
- Regulatory Standards
- Remote Workforce Management
- Sales Compliance
- SmartStation
- Stock Market
- Strategic Planning
- Team Building
- Teamwork
- Term Life Insurance
- Time Management
- Trading
- Trusting Relationships
- Trusts
- Wealth Management Services
- Workday
Tara Handy Summary
- Tara Handy, based in Roaring River, NC, US, is currently a Client Relationship Manager at Barking Sands Capital. Tara Handy brings experience from previous roles at Wells Fargo Advisors, State Employees’ Credit Union, Scott & Stringfellow and Wachovia Securities, LLC. Tara Handy holds a Bachelor of Science (B.Sc.) in Business Administration, Management and Operations @ Gardner-Webb University. With a robust skill set that includes ACATS, Account Management, Accounting, Advising Clients, Annuities and more. Tara Handy has 1 emails and 1 mobile phone numbers on RocketReach.
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