Tawa Torry

Manager, Client Partners at Apex Fintech Solutions

Tawa Torry has an extensive background in financial services, with experience working for various prominent companies such as Apex Fintech Solutions, Avantax Wealth Management, TIAA, Chase, Fidelity Investments, BBVA Compass, and TD Ameritrade. Tawa has held roles ranging from Client Partner, Relationship Manager, Wealth Management Outreach Consultant, Private Client Banker, Inheritor Service Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Senior Financial Sales Advisor. Tawa's responsibilities have included managing client relationships, providing financial advice, handling client inquiries, and conducting proactive outreach to clients.

Links

Previous companies

Avantax logo
TIAA logo

Timeline

  • Manager, Client Partners

    August, 2023 - present

  • Client Partner

    August, 2020