Senior Operations Specialist
Tammy is a member of the Operations Team. Her responsibilities include maintaining client accounts in our portfolio accounting system as well as supporting the trading, marketing and technology teams. Tammy facilitates our quarterly client reporting process and has been streamlining and improving the process through new technology initiatives.
Tammy has over 25 years of experience in the investment field. In addition to her CFP Certification, her academic training in accounting and business includes an MBA from Baker University.
Tammy volunteers with her girls’ school activities and Girl Scouts.