Tara Wallace Email
Founder | Financial Strategist @ COVARUM
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Tara Wallace Location
- United States
Tara Wallace Work
- Founder | Financial Strategist @ (April 2026 - Present)
- Financial Advisor @ (September 2023 - March 2026)
- Agent @ (July 2022 - September 2023)
- Senior Client Success Manager @ (November 2020 - June 2022)
- Strategic Advisor and Controller @ (October 2018 - November 2020)
- PRESIDENT OF SALES, OPERATIONS + FINANCE @ PEDAL, LLC (January 2010 - July 2019)
- VICE PRESIDENT, BUSINESS DEVELOPMENT and ANALYTICS @ (March 2017 - October 2018)
- Vice President of Operations @ (March 2015 - March 2018)
- President and Co-Founder @ (January 2009 - March 2018)
Tara Wallace Skills
- 401(k) Rollovers
- B2B Marketing Strategy
- Business Decision Making
- Business Development
- Business Strategy
- Business-to-Business (B2B)
- Capital Raising
- Change Management
- Coaching
- Contract Negotiation
- Contractual Agreements
- Corporate Development
- Customer Service
- Decision-Making
- Direct Sales
- Email Marketing
- Entrepreneurship
- Executive Management
- Financial & Operational Modeling
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Investments
- Investor Relations
- Leadership
- Management
- Marketing Strategy
- Microsoft Office
- Negotiation
- New Business Development
- Portfolio Management
- Public Speaking
- Retirement Planning
- Revenue & Profit Growth
- Sales
- Sales Growth
- Sales Operations
- Sales Process
- Small Business
- Start-up Consulting
- Start-ups
- Startup Development
- Strategic Partnerships
- Strategic Planning
- Strategy
- Team Building
Tara Wallace Summary
- Tara Wallace, based in United States, is currently a Founder | Financial Strategist at COVARUM. Tara Wallace brings experience from previous roles at Northwestern Mutual, New York Life Insurance Company, Facet Wealth and JOHN D. LORENZETTI, M.D., F.A.C.S., INC.. With a robust skill set that includes 401(k) Rollovers, B2B Marketing Strategy, Business Decision Making, Business Development, Business Strategy and more. Tara Wallace has 1 emails on RocketReach.
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