TF

Tamara F.

Operations Manager at LPL Financial

Tamara F. has extensive experience in the financial services industry, working at LPL Financial since 2007 in various roles such as Operations Manager, Case Manager Supervisor, and Service Resolution Professional Supervisor. Tamara has also held positions at TIAA-CREF as an Education Savings Consultant and at Vanguard as a High Net-Worth Consultant. Tamara has a Certificate in Mortgage Underwriting from Central Piedmont Community College. Throughout their career, Tamara has shown a dedication to providing excellent service to clients and advisors, as well as a commitment to coaching and development of team members.

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Timeline

  • Operations Manager

    October, 2022 - present

  • Case Manager Supervisor

    January, 2018

  • Dedicated Service360 Representative

    April, 2014

  • Service360 Representative

    April, 2012

  • Team Lead/service Center Representative

    November, 2007