Verified recordTrusts and Estates

Kari Tattersall

Partner at Hendricks Fiduciary Services

Based in Pleasant Hill, United States

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Seniority

C-Team

Department

Legal

Location

Pleasant Hill

Industry

Trusts and Estates

Company size

2

Contact information

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Email

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k•••••••@hendricksfiduciary.com

Phone

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Background

About Kari Tattersall

Customer-focused Operations Manager & Account Director with 12+ years of experience building, managing, and empowering client-facing teams while personally attending to strategic client relationships in executing large, complex initiatives. Outstanding ability to create processes, tools, templates, and communication protocols to bring efficiency to cross-functional departments, with the ultimate goal of enhancing the customer experience. Ideally suited for “player-coach” roles in Customer Success, Customer Operations, Account Services, or Client Service where thoughtful processes and high-touch engagement are crucial. • Collaborative communicator with a proven ability to plan and synchronize essential project milestones efficiently and resourcefully across all logistical departments. • Leadership over large, diverse teams and development of strong, sustainable customer relationships has resulted in repeat client business. • Proven ability to work independently, but also recognized as an avid team player and mentor.

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