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Tamara Ertley, FPQP™

Tamara ertley, fpqp™

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location of Tamara Ertley, FPQP™Akron, Ohio, United States
Phone number of Tamara Ertley, FPQP™+91 xxxx xxxxx
Followers of Tamara Ertley, FPQP™201 followers

  • Timeline

    Jan 1993 - Jan 2005

    Trader

    Multi-Financial Securities
    Nov 2004 - Jul 2018

    Senior Associate

    SS&G Wealth Management
    Dec 2014 - Jul 2019

    Senior Client Relationship Manager

    Springside Partners
    Current Company
    Jul 2019 - now

    Director, Senior Relationship Associate

    Dakota Wealth Management

  • About me

    Director, Senior Relationship Associate at Dakota Wealth Management

  • Education

    • Lorain county community college

      1980 - 1982
      Associate marketing management

      Activities and Societies: FPA member, Notary for state of Ohio

  • Experience

    • Multi-financial securities

      Jan 1993 - Jan 2005
      Trader

    • Ss&g wealth management

      Nov 2004 - Jul 2018
      Senior associate

      Wealth Management

    • Springside partners

      Dec 2014 - Jul 2019
      Senior client relationship manager

      Investment/Financial Planning Team

    • Dakota wealth management

      Jul 2019 - now
      Director, senior relationship associate

  • Licenses & Certifications

    • Notary

      Jan 1990

    • Financial planner qualified professional tm

      College for financial planning
      Dec 2017

  • Volunteer Experience

    • Riding Lesson Volunteer

      Issued by Victory Gallop Therapeutic Riding Center on Mar 2015
      Victory Gallop Therapeutic Riding CenterAssociated with Tamara Ertley, FPQP™

    • Riding Volunteer

      Issued by Fieldstone Farm Therapeutic Riding on Sept 2010
      Fieldstone Farm Therapeutic RidingAssociated with Tamara Ertley, FPQP™

    • Volunteer

      Issued by Hattie Larlham Center For Children With Disabilities on Mar 1993
      Hattie Larlham Center For Children With DisabilitiesAssociated with Tamara Ertley, FPQP™