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Cfp Tasha Borglum

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Cfp Tasha Borglum

Partner and Family CFO | Moneta

Missouri, United States

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Cfp Tasha Borglum

Summary

Tasha Borglum is a dedicated financial professional with a passion for helping families achieve their financial goals. As a Partner and Family CFO at Moneta, she leads a talented team in providing personalized financial advice and exceptional service to clients. With a strong background in finance, Tasha emphasizes the importance of mentorship and strategic planning in her role. Her commitment to client success is evident in her proactive approach to financial planning, ensuring that each family's unique needs are met. Outside of work, Tasha enjoys traveling and exploring the culinary scene of Saint Louis with her family. Her fulfilling career is marked by a genuine desire to make a difference in the lives of others.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Cfp Tasha Borglum

Work Experience

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Partner and Family CFO at

Moneta

December 2022 - Present

💼

Senior Advisor at

moneta KG

April 2014 - December 2022

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Client Service Manager at

Moneta

May 2011 - April 2014

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Investment Assistant at

Central Trust Company

May 2008 - May 2011

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Cfp Tasha Borglum

Education

Missouri State University, Master Of Business Administration (Mba)

January 2010 - January 2011

Missouri State University, Bachelor Of Science (B.S.)

January 2006 - January 2010

Frequently Asked Questions about Cfp Tasha Borglum

What is Cfp Tasha Borglum email address?

Cfp Tasha Borglum's primary email address is ********@monetagroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Tasha Borglum work for?

Cfp Tasha Borglum is a Partner and Family CFO at Moneta, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Tasha Borglum graduated from?

Cfp Tasha Borglum holds a degree in Finance, General from Missouri State University.

How can I directly contact Cfp Tasha Borglum?

To contact Cfp Tasha Borglum directly, you can use the email address ********@monetagroup.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Tasha Borglum?

Tasha Borglum is a dedicated financial professional with a passion for helping families achieve their financial goals. As a Partner and Family CFO at Moneta, she leads a talented team in providing personalized financial advice and exceptional service to clients. With a strong background in finance, Tasha emphasizes the importance of mentorship and strategic planning in her role. Her commitment to client success is evident in her proactive approach to financial planning, ensuring that each family's unique needs are met. Outside of work, Tasha enjoys traveling and exploring the culinary scene of Saint Louis with her family. Her fulfilling career is marked by a genuine desire to make a difference in the lives of others.

Cfp`s contact details

mail

********@monetagroup.com

Colleagues

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Cfp Peter Schick

Chairman of the Board

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Kimberly Mueller Cpa

Chief Operating Officer - DSP Team at Moneta

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Shawn Paulk

Senior Managing Director, Mergers & Acquisitions

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Eric Kittner

CEO & Chairman of the Board

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Kara Harmon

Partner and Family CFO

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Aoifinn Devitt

Chair of Investment Committee and Chief Global Market Strategist (Non-exec)

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Kelli Jones Cpa Cfp

Family CFO and CPA/CFP®

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Bethany Wilkinson

Chief Talent Officer

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Deb Dubin

Chief Philanthropy Officer

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