Client Service Associate
Tara works with Kevin Chang, Kyle Clark and Brian Abad assisting with client service and account administration as well as portfolio reporting in Retirement Plans Operations. Before joining GBB in 2018, Tara worked at Nationwide Insurance for 17 years as an Agribusiness Underwriter. Tara earned her degree from California State University, Sacramento. She also enjoys watching her daughter play soccer, working out especially outdoors as well as spending time with her family and friends.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.