Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Financial Advisor
Northwestern MutualFinancial Advisor
Sep. 2023
Agent
New York Life Insurance CompanyAgent
Jul. 2022 - Sep. 2023I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 379 Thornall St., 8th FL Edison, NJ 08837
Senior Client Success Manager
Facet WealthSenior Client Success Manager
Nov. 2020 - Jun. 2022Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.
Strategic Advisor and Controller
JOHN D. LORENZETTI, M.D., F.A.C.S., INC.Strategic Advisor and Controller
Oct. 2018 - Nov. 2020
VICE PRESIDENT, BUSINESS DEVELOPMENT/ANALYTICS
FitGridVICE PRESIDENT, BUSINESS DEVELOPMENT/ANALYTICS
Mar. 2017 - Oct. 2018New York, New York, United StatesInnovative tech company that creates solutions for health & wellness professionals and studios.
Vice President of Operations
YourGuruVice President of Operations
Mar. 2015 - Mar. 2018Greater New York City AreaInnovative tech company that creates solutions for health & wellness professionals and studios.
PRESIDENT OF SALES, OPERATIONS + FINANCE
PEDAL, LLCPRESIDENT OF SALES, OPERATIONS + FINANCE
Jan. 2010 - Jul. 2019New York, New York
President & Co-Founder
Running through Walls, Inc.President & Co-Founder
Jan. 2009 - Mar. 2018Running through Walls is a non-profit for pediatric cancer dedicated to promoting wellness for children, adolescents, and emerging adults fighting their battles with cancer and life after cancer. Running through Walls has a great concept that we believe aligns well with our beliefs at FIT RxN. We are excited to aid in the future development of a program for pediatric cancer patients to be implemented during and post treatment to help them stay fit on their path to wellness. Running through Walls has aligned themselves with one of the top programs in the country. The LIVESTRONG™ Survivorship Center of Excellence, The Living Well After Cancer Program (LWAC) at the Abramson Cancer Center, directed by Linda A. Jacobs, PhD, RN, is a clinical, research, and educational effort focused on early intervention and prevention of disease as the ultimate goal. The multidisciplinary LWAC Program currently provides care and research opportunities to cancer survivors treated at Penn, the Penn Cancer Network hospitals, and through the Living Well After Childhood Cancer™ Program, a collaborative effort between Penn and CHOP (Children’s Hospital of Pennsylvania.) Please take a moment to read Running through Wall’s CONCEPT and visit their website www.runningthroughwalls.org.
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Tara on Intch
Finance
265970 people
16
Program Manager @ DISH Network
19
Founder @ Beagle
15
Data Analyst
FinanceFinancial Planner
36674 people
42
Senior Mining Engineer @ Riot blockchain
18
Senior Account Manager @ StockX
15
District Leader @ Primerica