Tahsha Mitchell CPFIM

Experience

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  Vistas Nuevas

  Jan 1993 - Apr 2000

  Teacher
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  Jack Christenson Realtors

  Feb 1999 - Dec 2003

  Licensed Realtor
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  Little Soldiers Home Day Care

  Oct 2003 - May 2006

  Company Owner

  Provided educational solutions and care to families. Creating extensive lesson plans to enhance a child’s knowledge of core concepts. Literacy, socialization, elementary Math, Meal planning, positive reinforcement and self esteem building were at the heart of our business. Ensuring a healthy, well balanced meal incorporating food groups, quality education with a focus on Spanish as a second language. Latchkey Services, early drop off and referrals to Gov’t agencies for families in need of assistance. Ensuring proper adult/ child ratios to make learning effective. Show less

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  Chase

  Jun 2006 - Oct 2014

  Branch Manager

  Managing various locations with over 100 Million in assets under Management. Leading a successful team in growing of the Banks profits and meeting financial needs of various clients. Banking, investments, credit options, student lending, and excellent customer service. Small business solutions and online banking. Obtaining the highest level of recognition for increasing profits and Branch bottom line. Auditing, talent acquisition, training staff and assistance with complex client needs. Registered with National Mortgage Licensing Service (NMLS). Securities Licensed ( Series 6, 63, Variable Contracts, Life and Health Insurance). Several volunteer efforts participating in Diversity Council, Mentoring and Community outreach. Show less

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  Citizens

  Oct 2014 - Mar 2019

  Premier Relationship Manager

  As a Premier Relationship Manager, I provide financial solutions to High Net worth clients. Managing a book of business, Providing expertise in Banking, Investing, Lending options, Wealth Management, Retirement ( Series 6, 63, Life and Health Insurance and Variable Contracts Licensed). Also an extensive background in banking policies, procedures and compliance. Excellent customer service is Paramount. Also NMLS ( National Mortgage Licensing Service) registered to assist with Home lending. Assisting affluent clients by addressing and solving for common and complex financial needs including Trusts, Estates, Powers of Attorney, Corporations, LLC’S, Wealth transfer and succession planning. My primary objective is helping clients reach their financial goals implementing capital preservation and growth and income strategies based on client suitability. Show less

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  PFM Asset Management LLC

  Mar 2019 - now

  Senior Managing Consultant

  As a Senior Managing Consultant, The focus is on building strong relationships with Municipal Clients such as, Governments, Cities and School Districts. Our goal is to use our Resourcefulness, Credibility and Sustainability to help our Clients and the Community by assisting with reaching financial goals.