Tara Bogard
Senior Vice President of Business Development at Choice by KT- Claim this Profile
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Topline Score
Bio
Clinton N.
As a work associate Tara is skillful and astute. As an employee she is hardworking, loyal and knowledgeable.
Mike C.
I met Tara a couple of years ago when our companies worked together as business partners. When we first met, she impressed me right away. She was very knowledgeable about both her company and the industry we both work in, was very engaging and had a great sense of humor. Several months later our companies were talking about merging and she and I became partners. We both worked together to present our offerings to our mutual potential clients, helped each other better understand our companies, shared leads and had a lot of fun working together. Sadly it was decided by the powers that be to not go through with the merger. For many that would end the working relationship that had been formed. Not for me and Tara though. While we no longer were able to share info that pertained to our respective companies, we continued to help each other understand the direction our industry was going and better understand the major players in the space. And whenever there is a trade show that we both are attending, I always look forward to seeing her and catching up. Tara is the type of person who you want to keep in touch with because she has so much to offer and is a great mentor. The success of her company is largely because of her efforts, focus and determination. I consider myself fortunate to know her and to have worked with her.
Clinton N.
As a work associate Tara is skillful and astute. As an employee she is hardworking, loyal and knowledgeable.
Mike C.
I met Tara a couple of years ago when our companies worked together as business partners. When we first met, she impressed me right away. She was very knowledgeable about both her company and the industry we both work in, was very engaging and had a great sense of humor. Several months later our companies were talking about merging and she and I became partners. We both worked together to present our offerings to our mutual potential clients, helped each other better understand our companies, shared leads and had a lot of fun working together. Sadly it was decided by the powers that be to not go through with the merger. For many that would end the working relationship that had been formed. Not for me and Tara though. While we no longer were able to share info that pertained to our respective companies, we continued to help each other understand the direction our industry was going and better understand the major players in the space. And whenever there is a trade show that we both are attending, I always look forward to seeing her and catching up. Tara is the type of person who you want to keep in touch with because she has so much to offer and is a great mentor. The success of her company is largely because of her efforts, focus and determination. I consider myself fortunate to know her and to have worked with her.
Clinton N.
As a work associate Tara is skillful and astute. As an employee she is hardworking, loyal and knowledgeable.
Mike C.
I met Tara a couple of years ago when our companies worked together as business partners. When we first met, she impressed me right away. She was very knowledgeable about both her company and the industry we both work in, was very engaging and had a great sense of humor. Several months later our companies were talking about merging and she and I became partners. We both worked together to present our offerings to our mutual potential clients, helped each other better understand our companies, shared leads and had a lot of fun working together. Sadly it was decided by the powers that be to not go through with the merger. For many that would end the working relationship that had been formed. Not for me and Tara though. While we no longer were able to share info that pertained to our respective companies, we continued to help each other understand the direction our industry was going and better understand the major players in the space. And whenever there is a trade show that we both are attending, I always look forward to seeing her and catching up. Tara is the type of person who you want to keep in touch with because she has so much to offer and is a great mentor. The success of her company is largely because of her efforts, focus and determination. I consider myself fortunate to know her and to have worked with her.
Clinton N.
As a work associate Tara is skillful and astute. As an employee she is hardworking, loyal and knowledgeable.
Mike C.
I met Tara a couple of years ago when our companies worked together as business partners. When we first met, she impressed me right away. She was very knowledgeable about both her company and the industry we both work in, was very engaging and had a great sense of humor. Several months later our companies were talking about merging and she and I became partners. We both worked together to present our offerings to our mutual potential clients, helped each other better understand our companies, shared leads and had a lot of fun working together. Sadly it was decided by the powers that be to not go through with the merger. For many that would end the working relationship that had been formed. Not for me and Tara though. While we no longer were able to share info that pertained to our respective companies, we continued to help each other understand the direction our industry was going and better understand the major players in the space. And whenever there is a trade show that we both are attending, I always look forward to seeing her and catching up. Tara is the type of person who you want to keep in touch with because she has so much to offer and is a great mentor. The success of her company is largely because of her efforts, focus and determination. I consider myself fortunate to know her and to have worked with her.
Experience
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Choice by KT
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United States
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Financial Services
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1 - 100 Employee
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Senior Vice President of Business Development
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Oct 2017 - Present
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Business Development Officer
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Dec 2014 - Nov 2017
Kingdom Trust’s Business Development team grows and strengthens our strategic relationships. The team strives to build lasting, successful relationships with our clients, create solid networks in which to provide custodial services solutions, and further enhance the value for those we do business with.
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Relationship Manager
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Jun 2014 - Dec 2014
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Account Specialist
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Aug 2013 - Jun 2014
The Kingdom Trust Company was established to provide flexible, innovative and cost effective custody solutions to the investment industry, We strive to build relationships and partnerships that will recognize our firms’ extraordinary commitment to client services, technology and industry knowledge. Our belief at The Kingdom Trust Company is that we will transform the investment world into a marketplace where portfolio diversity is valued, where independence is celebrated, and where personal relationships and trust have enduring value. My colleagues and I work cohesively, and strive to provide the absolute best service to our clients. It is my intent daily to ensure that each client I have contact with leaves our interaction feeling confident and at ease knowing their account is in knowledgeable and caring hands. #ctw121 Show less
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Account Representative
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Dec 2011 - Aug 2013
Managed all accounts within the Dallas/Ft Worth market as well as several national accounts. Managed all accounts within the Dallas/Ft Worth market as well as several national accounts.
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Education
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Murray State University
Master of Science (M.S.), Organizational Communication, General -
Murray State University
Bachelor of Science (B.S.), Organizational Communication, General