Tamarah L Fitzsimmons

Phoenix, AZ

Financial Services

Arizona Department of Veterans Services Jan 2013 - Apr 2015
Senior Human Services Iii
Fiduciary Services Jan 2013 - Apr 2015
Certified Fiduciary
Charles Schwab Jan 2007 - Jun 2010
Senior Product Manager Trust Services
Fitzsimmons Fiduciary Services Jan 2007 - Jun 2010
Certified Fiduciary
Charles Schwab Jan 2007 - Jan 2010
Senior Product Manager

Certified Fiduciary
Certified Trust Financial Advisor
Wealth Management
Retirement Planning
Mutual Funds
Retirement
Estate Planning
Investments
Strategic Financial Planning
Securities
Asset Managment
Financial Advisory
Portfolio Management
Iras
Risk Management
Trusts
Financial Services
Insurance
Equities
Financial Risk
Financial Planning
Alternative Investments
High Net Worth Individuals
Fiduciary
Fiduciary Management
Finance
Finra
Asset Allocation
401K
Etfs
Fiduciary Services
Asset Management

Fitzsimmons Fiduciary Services

2010 to 2000
Trustee, Successor Trustee, Executor, Conservator, Personal Representative and Other Fiduciary Roles
Charles Schwab-Schwab Institutional
Phoenix, AZ
2007 to 2010
Senior Product Manager, Trust Services
JPMorgan Chase Bank
Phoenix, AZ
1999 to 2007
Trust Officer III
AST Trust
Phoenix, AZ
1996 to 1999
Trust Officer II
Wells Fargo Bank
Phoenix, AZ
1986 to 1996
Personal Banking Officer II