Tabitha Garreffa
Investment Advisor at Alliance Benefit Group Consultants
Based in Arlington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Arlington
Industry
Financial Services
Company size
5
Contact information
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t•••••••@consultabg.com
Phone
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Background
About Tabitha Garreffa
A motivational leader proven in developing successful teams that achieve business and personal objectives and thrives working in a highly pressurized environment. Resourceful, hard-working and highly motivated with a proven record of success in compliance, project and operational management. A wealth of transferrable skills, including outstanding interpersonal and staff management abilities. Proven ability to create, implement and train others on new systems and procedures. My areas of focus include: HR- interviewing, onboarding and registration, creating training SOPs and training staff Billing and Data Reciliation Compliance- reviewing annual regulatory forms and preparing for annual firm audit Insurance solutions and risk management Comprehensive financial planning Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook), Orion, Salesforce, Redtail, eMoney, RightCapital, Schwab and TD Ameritrade's VeoOne.
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