LaToya Gamble
Philadelphia,PA
Summary
Knowledgeable and dedicated investment management and family office professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships, and growing businesses. Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Advisor - Family Office Services
AlTi Tiedemann Global
Current - Current
- Work closely with Principals and their third-party advisors to ensure timely and effective execution of private family office operational responsibilities
- Navigated multiple systems to manage requests.
- Streamlined operational processes to improve overall efficiency within the advisory team.
- Partnered with other professionals, such as attorneys or accountants, when necessary to address specific client needs comprehensively.
- Cultivated strong relationships with clients through regular communication and attentive listening.
- Successfully resolved any client concerns or inquiries promptly by leveraging extensive knowledge of financial concepts and strong problem-solving skills.
- Managed client expectations by setting realistic goals and continuously monitoring progress toward those objectives.
Client Service Associate
Tiedemann Advisors
06.2019 - 06.2024
- Accomplishes department objectives by managing staff, planning, and evaluating department activities.
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Coordinated with internal teams to ensure seamless execution of client requests, resulting in improved operational efficiency.
Private Client Assistant, Private Banking
Brown Brothers Harriman & Co.
04.2016 - 06.2019
- Supports a team of Relationship Managers, Relationship Associates and Managing Director(s) with all administrative duties of the office.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Education
Master of Human Resources Management -
Keller Graduate School of Management - DeVry University
Chicago, IL01.2011
Master of Business Administration (Focus in Management/Finance) -
Keller Graduate School of Management - DeVry University
Chicago, IL01.2010
Bachelor of Arts in Philosophy -
La Salle University
Philadelphia, PA01.2007
Skills
- Client Relationship Building
- Debt management
- Estate Planning
- Relationship Building
- Client Engagement
- Compliance requirements
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Problem-solving abilities
- Reliability
- Organizational Skills
- Team Collaboration
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Decision-Making
- Team building
- Task Prioritization
- Self Motivation
- Interpersonal Skills
- Analytical Thinking
- Project Planning
- Process Improvement
- Analytical Skills
Certification
- edX Verified Certificate for Exercising Leadership: Foundational Principles, 2022 August
- Diversity, Equity and Inclusion in the Workplace CertificateDiversity, Equity and Inclusion in the Workplace Certificate USF Corporate Training and Professional Education, 2022 April
Timeline
Associate Advisor - Family Office Services
AlTi Tiedemann Global
Current - Current
Client Service Associate
Tiedemann Advisors
06.2019 - 06.2024
Private Client Assistant, Private Banking
Brown Brothers Harriman & Co.
04.2016 - 06.2019
Master of Human Resources Management -
Keller Graduate School of Management - DeVry University
Master of Business Administration (Focus in Management/Finance) -
Keller Graduate School of Management - DeVry University
Bachelor of Arts in Philosophy -
La Salle University
- edX Verified Certificate for Exercising Leadership: Foundational Principles, 2022 August
- Diversity, Equity and Inclusion in the Workplace CertificateDiversity, Equity and Inclusion in the Workplace Certificate USF Corporate Training and Professional Education, 2022 April
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