Phyllis Tuttle is a high-level professional, working in Dmj Wealth Advisors main office of which is in 300. on the position of Operations Director from 2018. This person gained professional experience in more than eight positions at various companies. Phyllis Tuttle went to the Wake Forest University School of Business and received education from 2017 to 2019. Greensboro, North Carolina is the area, where this expert was known to be situated. This professional's email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Phyl Tuttle,
Phyllie Tuttle,
Phil Tuttle
Last updated Jun 13, 2024
Contact Information
Last Update
Feb 4, 2016
Email
ph**@community1.com, ph**@aol.com
Location
Greensboro, NC
Company
Dmj Wealth Advisors, Llc
Workplace
Operations Director
Work History
Operations Director
703 Green Valley Rd SUITE 201, Greensboro, NC 27408
from Oct 2018
Vice President, Wealth Ops and Trust Manager
101 Sunset Ave, Asheboro, NC 27203
Manage Trust and Investment Management Operations for Wealth Management and Trust clients.
Jan 1, 2012 — Oct 2018
Vice President & Trust Operations Manager
Manage Trust and Investment Management Operations for Wealth Management and Trust clients.
from Jan 2012
Vice President
1 Lincoln St, Boston, MA 02135
Unit Manager and Relationship Manager - Specialized Trust Services
Oct 1999 — Dec 2010
Assistant Vice President
Supervisor, Trust Operations Accounting Unit, Project Analyst
Jan 1992 — Jan 1998
Assistant Vice President
420 Montgomery St, San Francisco, CA 94129
Supervisor, Trust Operations Accounting Unit, Project Analyst
Jan 1992 — Jan 1998
Vice President
Team Leader and Relationship Manager
-Managed team of relationship managers responsible for defined benefit and public fund plans
-Relationship manager for large market defined benefit plans
Jul 1983 — Sep 1999
Vice President
420 Montgomery St, San Francisco, CA 94129
Team Leader and Relationship Manager
Managed team of relationship managers responsible for defined benefit and public fund plans
Relationship manager for large market defined benefit plans
Jul 1983 — Sep 1999
Education
2017 — 2019
from 2011
1999 — 2004
Occupations
Executive
Vice President
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Wealth Management
Financial Services
Relationship Management
Mutual Funds
Investment Management
Defined Benefit
Asset Management
Retirement
Securities
Risk Management
Finance
Fixed Income
Investments
Banking
Retirement Planning
Client Services
Wealth Management Services
FAQs about Phyllis Tuttle
What's the main profession of Phyllis Tuttle?
This professional's job is Operations Director
What jobs is Phyllis Tuttle proficient at at?
Phyllis is a professional Executive and Vice President jobs.
Where does Phyllis Tuttle currently live?
Phyllis lives in Greensboro, North Carolina.
What is Phyllis's email?
The professional's email is ph**@community1.com and ph**@aol.com.
How many companies did Phyllis Tuttle work at?
Phyllis Tuttle worked at eight jobs.
Where has Phyllis Tuttle studied?
Phyllis studied at the Wake Forest University School of Business from 2017 to 2019.
Are there any industries Phyllis Tuttle works in?
Phyllis Tuttle works in Financial Services industry.
What are professional skills of Phyllis Tuttle?
This professional has the following skills:.