Tabatha Abraham
Investment Operations Specialist at Hall Capital Partners LLC | San Francisco, California, United States
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Tabatha Abraham is an accomplished Investment Operations Specialist at Hall Capital Partners LLC, where she leverages her extensive experience in the financial services industry to enhance operational efficiency and client satisfaction. With a Bachelor of Arts in Business Management Economics from the University of California, Santa Cruz, Tabatha possesses a strong foundation in financial principles and strategic management. Her role is pivotal in managing private fund investments and separately managed accounts, ensuring compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
Tabatha's expertise shines through her collaborative approach to problem-solving, as she works closely with her team to complete private fund subscription documents and facilitate new account openings. Her attention to detail and commitment to excellence are instrumental in executing transactions smoothly and efficiently, thereby fostering strong client relationships. In addition to her operational responsibilities, Tabatha is skilled in data analysis and financial planning, which allows her to provide valuable insights that drive informed decision-making.
Her proficiency in customer service and leadership further enhances her ability to navigate complex client needs and deliver tailored solutions. Tabatha is also adept at event-based marketing, which helps in building and maintaining a robust network within the investment community. As she continues to grow in her role, Tabatha remains dedicated to capacity building and enhancing operational frameworks that support Hall Capital Partners' mission of delivering exceptional investment management services.
Investment Operations Specialist at Hall Capital Partners LLC in February 2022 to Present
Senior Private Wealth Client Associate - Private Banking and Investment Group at Merrill Lynch in April 2021 to February 2022
Client Associate - Wealth Management at Merrill Lynch in May 2016 to March 2021
Litigation Assistant at McCormick, Barstow, Sheppard, Wayte & Carruth LLP in July 2015 to May 2016
Sales Team Lead (In Training) at The Buckle, Inc. in November 2014 to May 2016
Resident Advisor at UC Santa Cruz in September 2013 to June 2014
Financial Assistant at UC Santa Cruz in November 2012 to June 2014
Assistant Program Coordinator at UC Santa Cruz in September 2011 to June 2014
Loyalty Lab Intern, Marketing Assistant Intern at Santa Cruz Museum of Art and History in March 2013 to September 2013
Event Coordinator at Balloon Art Brigade sponsored by UCSC Cowell College in November 2012 to June 2013
Marketing Intern at The Penny IceCreamery in January 2013 to March 2013
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University of California, Santa Cruz, Bachelor of Arts (B.A.), October 2026
Cabrillo College, October 2026
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Quantitative Analytics
Charitable Giving
Financial Variance Analysis
10b5-1 Plans
Options Strategies
Margin
Leveraged Lending
Loan Servicing
Net new
Business Development
Fixed-Income Investing
Hedge Funds
Mutual Funds
Fund Administration
Financial Audits
Team Leadership
Executive Office Administration
Strategic Planning
Private Equity
Trading
Venture Capital
Asset Allocation
Investment Research
Investment Banking
Alternative Investments
Financial Reporting
Capacity Building
Spreadsheets
Portfolio Management
Investment Strategies
Financial Planning
Analytical Skills
Collaborative Problem Solving
Financial Services
Event Planning
Student Affairs
Customer Service
Research
Time Management
Public Speaking
Community Outreach
Program Development
Program Evaluation
Higher Education
Grant Writing
Social Networking
Data Analysis
Event Based Marketing
Accounts Payable & Receivable
Legal Documents
Legal Research
Hold Series 7
Wealth Management
Teamwork
Problem Solving
Leadership
Finance
Sales
Financial Analysis
Microsoft Office
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
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Discover more about Hall Capital Partners LLCWhat is Tabatha Abraham email address?
Email Tabatha Abraham at [email protected]. This email is the most updated Tabatha Abraham's email found in 2026.
How to contact Tabatha Abraham?
To contact Tabatha Abraham send an email to [email protected]. (updated on August 26, 2024)
What company does Tabatha Abraham work for?
Tabatha Abraham works for Hall Capital Partners LLC
What is Tabatha Abraham's role at Hall Capital Partners LLC?
Tabatha Abraham is Investment Operations Specialist
What is Tabatha Abraham's Phone Number?
Tabatha Abraham's phone (213) ***-*360
What industry does Tabatha Abraham work in?
Tabatha Abraham works in the Financial Services industry.
Tabatha Abraham Email Addresses
Tabatha Abraham Phone Numbers
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