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 @ Klingman and Associates, LLC
2021 - 2022 Channel Partner Manager @ Fastpath Solutions, LLC
2018 - 2021 Sr. Transition Consultant @ Raymond James
View Department

1996 - 2021 Transition Consultant @ Raymond James
1996 - 2000 ACATS Section Floater @ Raymond James
1996 - 2012 Manager, Concierge Services @ Raymond James Financial
1996 - 2010 Supervisor @ Raymond James Financial Services

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Tara Yoder Education

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

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Tara Yoder Skills

Series 24
Series 7
FINRA

Series 63
Securities
Mutual Funds
Retirement
Asset Management
Leadership
Investments

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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 2022 - 2025 Bachelor of Fine Arts - BFA in Art History, Criticism and Conservation @ 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 1 mobile phone numbers on RocketReach.

Tara Yoder Emails

Found 2 emails

Tara Yoder Phone Numbers

Found 3 phone numbers

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Top Klingman and Associates, LLC Employees

Michael Paley

Chief Operating Officer at Klingman and Associates, LLC

New York, NY, US
2
- klingmanandassociates.com
- gmail.com
4
- +1 203-661-XXXX
- +1 212-867-XXXX
- +1 646-519-XXXX
- +1 212-721-XXXX
Dan Delmoro

Director of Investments at Klingman and Associates, LLC

New York, NY, US
2
- klingmanandassociates.com
- gmail.com
2
- +1 914-584-XXXX
- +1 914-243-XXXX
Craig Laub

Wealth Advisor at Klingman and Associates, LLC

New York, NY, US
2
- gmail.com
- klingmanandassociates.com
5
- +1 212-752-XXXX
- +1 212-730-XXXX
- +1 914-332-XXXX
- +1 212-867-XXXX
- +1 914-522-XXXX
Lizzie Decarlo

Wealth Advisor at Klingman and Associates, LLC

New York, NY, US
1
- gmail.com
4
- +1 203-613-XXXX
- +1 203-655-XXXX
- +1 646-409-XXXX
- +1 212-713-XXXX
Michelle McKinnon

Wealth Advisor at Klingman and Associates, LLC

New York, NY, US
1
- klingmanandassociates.com
4
- +1 718-659-XXXX
- +1 813-920-XXXX
- +1 215-643-XXXX
- +1 310-893-XXXX
Peter Sikorski

Financial Planning Associate at Klingman and Associates, LLC

Jersey City, NJ, US
1
- gmail.com
1
- +1 201-232-XXXX
Tara Yoder

Senior Operations Specialist at Klingman and Associates, LLC

Saint Petersburg, FL, US
2
- klingmanandassociates.com
- gmail.com
3
- +1 727-543-XXXX
- +1 727-567-XXXX
- +1 727-599-XXXX
Ben Weiner

Senior Associate Business Administration at Klingman and Associates, LLC

New York, NY, US
1
- gmail.com
1
- +1 717-517-XXXX
Sean Kight

Client Information Systems Specialist at Klingman and Associates, LLC

Texas, United States
2
- klingmanandassociates.com
- gmail.com
2
- +1 972-979-XXXX
- +1 772-359-XXXX
Josh Kaye

Wealth Advisor at Klingman and Associates, LLC

New York, NY, US
1
- klingmanandassociates.com

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