Tara Yoder's Location
Saint Petersburg, FL, US
Tara Yoder's Work
- Senior Operations Specialist @ Klingman and Associates, LLC
- Channel Partner Manager @ Fastpath Solutions, LLC
- Sr. Transition Consultant @ Raymond James
- Transition Consultant @ Raymond James
- ACATS Section Floater @ Raymond James
- Manager, Concierge Services @ Raymond James
- Supervisor @ Raymond James Financial Services
Tara Yoder's 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
Tara Yoder's Skills
- Series 24
- Series 7
- FINRA
- Series 63
- Securities
- Mutual Funds
- Retirement
- Asset Management
- Leadership
- Investments
Tara Yoder's Summary
Tara Yoder, based in Saint Petersburg, FL, US, is currently a Senior Operations Specialist at Klingman and Associates, LLC, bringing experience from previous roles at Fastpath Solutions, LLC, Raymond James, Raymond James Financial Inc. and Raymond James & Associates, Inc. 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 contributes valuable insights to the industry. Tara Yoder has 2 emails on RocketReach.
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