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Cfp Tasha Borglum
Cfp Tasha Borglum
Partner and Family CFO | Moneta
Missouri, United States
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.
Cfp Tasha Borglum
Work Experience
Partner and Family CFO at
Moneta
December 2022 - Present
Senior Advisor at
moneta KG
April 2014 - December 2022
Client Service Manager at
Moneta
May 2011 - April 2014
Investment Assistant at
Central Trust Company
May 2008 - May 2011
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
********@monetagroup.com
Colleagues
Chairman of the Board
Chief Operating Officer - DSP Team at Moneta
Senior Managing Director, Mergers & Acquisitions
CEO & Chairman of the Board
Partner and Family CFO
Chair of Investment Committee and Chief Global Market Strategist (Non-exec)
Family CFO and CPA/CFP®
Chief Talent Officer
Chief Philanthropy Officer