Tara Tuttle Email & Phone Number
Licensed Investment Operations Professional @ Cornerstone Advisors Asset Management, LLC
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Tara Tuttle Location
- Coopersburg, PA, US
Tara Tuttle Work
- Licensed Investment Operations Professional @ (October 2023 - Present)
- Executive Assistant and Operations Manager and Financial Advisor Assistant @ Advisory Resource Group (September 2019 - September 2023)
- Brand Promoter @ (October 2016 - September 2019)
- Data Management and Quantitative Analyst @ (March 2014 - September 2019)
- Call Center Analyst Senior @ (March 2014 - September 2019)
- Call Center Quality Team @ (November 2012 - March 2014)
- Shareholder Services Specialist @ (July 2011 - November 2012)
- Shareholder Services Specialist @ (June 2010 - July 2011)
- Business Development Specialist @ (July 2009 - May 2010)
Tara Tuttle Education
- Cornell University
Certification (Wines of California, Pacific Northwest and New York)
2021-2021 - DeSales University
B.S. (Pharmaceutical Marketing)
2007-2009 - Temple University
Bachelor's degree
2005-2007 - Misericordia University 2002-2005
Tara Tuttle Skills
- Analytical Skills
- Business Analysis
- Business Development
- Business Process Improvement
- CRM
- Call Centers
- Competitive Analysis
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Data Analysis
- Data Entry
- Executive Management
- Executive Support
- Financial Services
- Leadership
- Market Research
- Marketing
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- PowerPoint
- Process Improvement
- Project Management
- Public Speaking
- Relationship Management
- Sales
- Sales Process
- Salesforce.com
- Strategic Partnerships
- Strategic Planning
- Customer Relationship Management Crm
- Customer Relationship Management
Tara Tuttle Summary
- Tara Tuttle, based in Coopersburg, PA, US, is currently a Licensed Investment Operations Professional at Cornerstone Advisors Asset Management, LLC. Tara Tuttle brings experience from previous roles at Advisory Resource Group, Le-Vel.com and BNY Mellon. Tara Tuttle holds a 2021 - 2021 Certification in Wines of California, Pacific Northwest and New York @ Cornell University. With a robust skill set that includes Analytical Skills, Business Analysis, Business Development, Business Process Improvement, CRM and more. Tara Tuttle has 2 emails on RocketReach.
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