Tammi

D: 214.965.7618

T: 214.720.7141

F: 214.720.0002

TF: 888.493.8745

200 Crescent Court Suite 550 Dallas, TX 75201-6986

Tammi Sue Huckabee,

CFP® Senior Branch Operations Manager

Tammi Sue is a results-driven financial professional with a passion for optimizing operational efficiency. Her journey in finance began at The University of Texas at Dallas where she earned a degree in Business Finance. Over the years, Tammi Sue has honed her skills in financial analysis, process improvement, and risk management. As a Financial Operations Manager, she thrives on streamlining processes, enhancing financial controls, and driving profitability.

Tammi Sue began my finance career at a private investment firm as a technical stock trader and analyst before joining RBC on the Private Client side as a Financial Advisor for 18 years before expanding her responsibilities and focus to operations management.

Tammi Sue’s mission is to drive financial excellence by leveraging technology, fostering collaboration, and ensuring regulatory compliance. She’s passionate about creating scalable solutions that empower organizations to thrive.

In her free time, Tammi Sue enjoys traveling, spending time with friends and volunteering with various organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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