Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Tara Zimmerman

Englewood,CO

Summary

Accomplished Leadership Director at Passage Wealth Partners, adept in strategic planning and people management. Enhanced team performance and client retention through innovative mentorship and operational systems. Proven track record in business development, fostering partnerships, and driving results. Skilled in project management and staff development, with a focus on achieving long-term objectives.

Overview

20
20
years of professional experience

Work History

Leadership Director

Passage Wealth Partners
02.2017 - Current
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Fostered team member and client retention via an appreciation schedule including communication, events, and gifting.
  • Implemented an operating system for tracking progress including weekly team meetings, a business scorecard, and quarterly goals.
  • Facilitated the hiring process from sourcing candidates, interviewing and onboarding.

Wealth Management Advisor

Northwestern Mutual
01.2005 - 08.2012
  • Developed comprehensive financial plans for clients to achieve long-term objectives, such as retirement planning and education funding.
  • Stayed up-to-date with industry regulations and maintained required certifications by attending continuing education courses regularly.
  • Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
  • Educated clients on estate planning strategies to preserve wealth for future generations while minimizing tax liabilities.
  • Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts.
  • Provided mentorship for junior advisors to enhance skills and knowledge.

Education

Bachelor of Science - Health And Exercise Science

Colorado State University
Fort Collins, CO
08.2002

Skills

Strategic Planning

Verbal and written communication

People Management

Operations Management

Project Management

Business Planning

Staff Development

Business Development

Partnerships and Alliances

Additional Information

Proficient in The Culture Index, Windows, Excel, Word, and various CRM systems.

Timeline

Leadership Director

Passage Wealth Partners
02.2017 - Current

Wealth Management Advisor

Northwestern Mutual
01.2005 - 08.2012

Bachelor of Science - Health And Exercise Science

Colorado State University

Similar Profiles

CREATE PROFILE
Tara Zimmerman