About
Tammy
Tammy handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services, and Tammy is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience. She acts as a key point of contact for client service needs, acts as a client liaison to our third-party vendors and custodial relationships, and assists in scheduling portfolio reviews and wealth management meetings.
Tammy has experience in executive administration, project management, client servicing. and compliance. She joined Focus Partners in 2026. Prior to joining the firm, she held a management position at one of the largest privately held outsourcing providers of call center management in North America. She had oversight of employees, client servicing, project initiatives, and problem solving and worked closely with C-level executives.
Tammy handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services, and Tammy is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience. She acts as a key point of contact for client service needs, acts as a client liaison to our third-party vendors and custodial relationships, and assists in scheduling portfolio reviews and wealth management meetings.
Tammy has experience in executive administration, project management, client servicing. and compliance. She joined Focus Partners in 2026. Prior to joining the firm, she held a management position at one of the largest privately held outsourcing providers of call center management in North America. She had oversight of employees, client servicing, project initiatives, and problem solving and worked closely with C-level executives.