Tammy Turner

Tammy Turner has a strong background in client services within the investment management industry. Tammy began their career as a Client Service Manager at First Republic Private Wealth Management from 2011 to 2016, where they supervised a team of nine associates and implemented company initiatives and software systems. From 2016 to 2020, Tammy served as a Client Service Manager at Beacon Pointe Wealth Advisors, providing objective advice to high-net-worth individuals and institutions. Most recently, they held the position of Director of Client Services at One Capital Management, where they focused on managing portfolios for private families, endowments, and foundations.

Tammy Turner's education history includes studying Accounting and Finance at Santa Barbara City College. The duration of their enrollment and whether they obtained a degree are not specified.