Joins WealthSource Partners as an Operations Support Agent in its Centennial, Colorado office and will assist in supporting advisor transitions, day-to-day operations, and operational process documentation. Prior to moving to Colorado from New York, Tara was a business analyst at American Express and spent over 10 years translating business needs into actionable technology requirements in support of customer data management and marketing. She holds a Bachelor of Arts degree in Social Sciences with a concentration in Organizational Behavior and Communication from NYU and recently helped establish an expeditionary learning school for middle and high school students in Colorado. Previously she was also the founder of a wood-fired pizza company and currently lives with her husband, three children, and their beloved Sheltie.