Phyllis Tuttle

Operations Director

Phyllis Tuttle is a high-skilled professional, working in Dmj Wealth Advisors on the position of Operations Director from 2018. Phyllis has earned professional experience in more than five positions at different companies. Phyllis Tuttle went to the Wake Forest University School of Business and received education from 2017 to 2019. Jupiter, Florida is the city, where this expert was known to be situated. This person's phone and email are easily accessed through this website on demand.
Name variants:
Phyl Tuttle, Phyllie Tuttle, Phil Tuttle

Contact Information

Last Update
Jul 5, 2022
Email
ph**@community1.com, ph**@aol.com
Location
Jupiter, FL
Company
Dmj Wealth Advisors, Llc

Workplace

Operations Director

Work History

Operations Director

from Oct 2018

Vice President, Wealth Ops and Trust Manager

Manage Trust and Investment Management Operations for Wealth Management and Trust clients.
Jan 1, 2012 — Oct 2018

Vice President

Unit Manager and Relationship Manager - Specialized Trust Services
Oct 1999 — Dec 2010

Vice President

Team Leader and Relationship Manager Managed team of relationship managers responsible for defined benefit and public fund plans Relationship manager for large market defined benefit plans
Jul 1983 — Sep 1999

Assistant Vice President

Supervisor, Trust Operations Accounting Unit, Project Analyst
Jan 1992 — Jan 1998

FAQs about Phyllis Tuttle

What is the main profession of Phyllis Tuttle?

The expert is a Operations Director.

What are the main profession of This expert?

These person's professions are Executive and Director of Operations

Where does Phyllis Tuttle live?

Jupiter, Florida is the place where Phyllis Tuttle currently lives

What is Phyllis Tuttle's email?

The expert's email is ph**@community1.com and ph**@aol.com.

How many companies did Phyllis Tuttle work at?

The professional worked at five jobs.

Where has Phyllis Tuttle studied?

Phyllis studied at the Wake Forest University School of Business from 2017 to 2019.

Are there any industries, that Phyllis Tuttle works in?

Phyllis Tuttle works in Financial Services industry.

Are there any special skills Phyllis Tuttle has?

This person has skills in the following areas: Wealth Management, Mutual Funds, Investment Management, Financial Services, Defined Benefit, Asset Management, Retirement, and Securities.

Occupations

Executive
Director of Operations
Accountant
Finance and Accounting Specialist
Vice President
Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive

Skills

Wealth Management
Mutual Funds
Investment Management
Financial Services
Defined Benefit
Asset Management
Retirement
Securities
Relationship Management
Risk Management
Finance
Fixed Income
Investments
Banking
Retirement Planning
Client Services
Wealth Management Services
About