Tara Forrest
COO - Xcelerate Growth Partners
- Role
- Director at Barings
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Director
Mar 2018 — Present · Charlotte, NC, US
Education
California State University, Fullerton
BS, Business, Management, Marketing, and Related Support Services
California State University
Bachelor of Science, Business Administration
1999
Bryant University
Masters of Business Administration
2006
Skills
- Securities
- Strategic Financial Planning
- Business Analysis
- Equities
- Series 7
- Asset Allocation
- Mutual Funds
- Risk Management
- Management
- Financial Advisory
- Trading
- Investment Banking
- Investment Advisory
- Derivatives
- Financial Analysis
- Series 24
- Options
- Etfs
- Financial Services
- Finra
- Fixed Income
- Series 63
- Project Delivery
- Hedge Funds
- Stakeholder Management
- Relationship Management
- Project Management
- Wealth Management
- Financial Modeling
- Investment Strategies
- Alternative Investments
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