With over 12 years of experience in the financial services industry, Tara brings expertise in solutioning, investment operations, and technology-driven process optimization. Beginning a career in trading, she developed a deep understanding of domestic and international markets and utilizing multiple trading platforms before transitioning into investment technology and automation.

Passionate about innovation, Tara has played a pivotal role in leveraging technology to enhance operational efficiency, with a focus on process automation and Salesforce integration. By streamlining workflows and implementing strategic solutions, she drives greater productivity, accuracy, and scalability across the business.

Tara studied Accounting at the University of Kansas which later led to her career in the financial industry.
Tara is committed to bridging the gap between technology and finance, ensuring that modern solutions support business growth and long-term success.

Outside of her professional life, Tara enjoys spending time with her family and dogs, gardening, bowling, and traveling. She was born and raised in Kansas, spending half a year working and living in London.