Tammy Gardner
Clearwater,FL
Summary
Dedicated professional specializing in estate and financial planning with a proven track record in sales and closing. Skilled in good communication skills and focused on educating clients in order to provide effective solutions for achieving their financial goals. Strong problem-solving and sales skills and committed to client satisfaction and retention.
Overview
37
37
years of professional experience
Work History
Owner
Gardner Financial Group
Clearwater, FL
01.2014 - Current
- Leveraged 25 years of financial services experience in sales, mortgage lending, and banking to provide expert guidance.
- Applied in-depth estate planning strategies to empower clients in making informed financial decisions.
- Specialized in retirement, estate, and legacy planning with emphasis on client education.
- Cultivated long-term client relationships through personalized professional services focused on precision and trust.
VP New Accounts
Nationwide Title Clearing
Los Angeles, California
01.1997 - 04.2007
- Negotiated and closed service contracts for post-closing document processing and lien release services, enhancing service offerings for major national mortgage servicing companies.
- Cultivated and maintained client relationships, driving satisfaction and retention rates.
Mortgage Loan Officer
Self Employed Services
Los Angeles, California
01.1990 - 12.1996
- Guided clients through mortgage application process and gathered required documentation to facilitate approvals.
- Collaborated with lenders to expedite loan approval processing and improve client satisfaction.
- Developed partnerships with real estate agents and referral partners to enhance business opportunities.
Education
Economics
The University of New Mexico
AlbuquerqueProfessional Education
Professional Training
Skills
- Estate & Legacy Planning
- Asset Analysis & Planning
- Sales and Closing
- Financial analysis
- Contract negotiation
- Client education
- Team leadership
- Problem solving
- Effective communication
Timeline
Owner
Gardner Financial Group
01.2014 - Current
VP New Accounts
Nationwide Title Clearing
01.1997 - 04.2007
Mortgage Loan Officer
Self Employed Services
01.1990 - 12.1996
Economics
The University of New Mexico
Professional Education
Professional Training