Barbara Tallent

Barbara Tallent has extensive work experience in various roles within the financial services industry. Barbara is currently employed at MissionSquare Retirement as an Analyst, where they respond to plan administration and recordkeeping related questions and supports the development of sales finals content. Prior to that, they worked at Homrich Berg as an Operations Specialist, handling fund transfers and resolving issues for clients. Barbara also served as a Client Care Coordinator at Homrich Berg, where they managed daily cash movement, prepared client reports, and assisted financial planners with client meetings.

Before joining Homrich Berg, Barbara worked at Aon Risk Services as an Administrative Assistant, supporting a team of brokers and handling billing and invoicing. Barbara later served as an Executive Benefits Specialist at the same company, where they processed payrolls, generated reports, and reconciled databases.

Barbara's earlier experience includes working at Fidelity Investments as an Account Manager, providing end client service and supporting channel partners. Barbara also worked at Fidelity Investments as a Team Manager, overseeing workflow and managing operational risks. Additionally, they held roles as a Lead Trust Accountant, a Trust Accountant, and a Senior Transaction Processing Specialist/Withdrawal & Addition Specialist, where they performed various tasks related to cash movement, trade recommendations, reconciliations, and participant issue resolution.

Overall, Barbara Tallent has acquired a diverse skill set throughout their career, encompassing operations, client service, administration, and financial planning support.

Barbara Tallent obtained a Bachelor of Science degree in Business Administration with a focus on Finance from Suffolk University. This educational journey took place from 1988 to 1993.