Tara Yoder Email & Phone Number
Senior Operations Specialist @ Klingman and Associates, LLC
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Tara Yoder Location
- Saint Petersburg, FL, US
Tara Yoder Work
- 2022 -now Senior Operations Specialist @
- 2021 -2022 Channel Partner Manager @
- 2018 -2021 Sr. Transition Consultant @
- 1996 -2021 Transition Consultant @
- 1996 -2000 ACATS Section Floater @
- 1996 -2012 Manager, Concierge Services @ Raymond James Financial
- 1996 -2010 Supervisor @ Raymond James Financial Services
Tara Yoder Education
- University of South Florida
Bachelor of Arts (MULTI/INTERDISCIPLINARY STUDIES)
2025-2026 - University of South Florida
Bachelor of Fine Arts - BFA (Art History, Criticism and Conservation)
2022-2025 - University of South Florida Muma College of Business
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2021-2025 - St. Petersburg College
AA/AS
1995-2021 - University of South Florida Muma College of Business
Bachelor of Science - BS (Marketing with Sales Concentration)
2021
Tara Yoder Skills
- Series 24
- Series 7
- FINRA
- Series 63
- Securities
- Mutual Funds
- Retirement
- Asset Management
- Leadership
- Investments
- Financial Advisory
- 401k
- Fixed Annuities
- IRAs
- Financial Services
- Series 6
- Portfolio Management
- Alternative Investments
- Series 65
Tara Yoder Summary
- Tara Yoder, based in Saint Petersburg, FL, US, is currently a Senior Operations Specialist at Klingman and Associates, LLC. Tara Yoder brings experience from previous roles at Fastpath Solutions, LLC and Raymond James. Tara Yoder holds a 2025 - 2026 Bachelor of Arts in MULTI/INTERDISCIPLINARY STUDIES @ University of South Florida. With a robust skill set that includes Series 24, Series 7, FINRA, Series 63, Securities and more. Tara Yoder has 2 emails and 2 mobile phone numbers on RocketReach.
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