Tamara R.
Financial Services Professional | Client Operations | Aspiring Compliance Leader | Series 7, 63, 24 | ERG Lead
- Role
- Advisor Support Representative at Altruist
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Tamara R.
Penn State alum with a background in General Science and a Master’s in Education from Southern Methodist University. Currently working in financial services as a Registered Advisor Support Representative with Series 7, 63, and 24 licenses. I’m passionate about financial operations and compliance, particularly in fraud prevention, risk management, and building scalable processes while translating complex regulations into practical, real-world guidance.
Experience
Advisor Support Representative
Aug 2024 — Present · Dallas-Fort Worth, TX, US
Education
Penn State University
Bachelor of Science - BS, Science
2017 — 2021
Southern Methodist University
Master of Education - MEd, STEM
Penn State University
Bachelor of Science - BS
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