Tara Rezapour

Client Operations Associate

Tara is a Client Operations Associate at CoastEdge Partners, LLC. Prior to joining the team, Tara worked for Bernstein Private Wealth Management where she worked alongside financial advisors to drive the development and growth of their businesses while providing client service to over 500 client relationships. Tara led team efforts related to the management of prospect and client assets, securitization of documents, account onboarding and implementation, and reporting as requested. Prior to Bernstein, she was the Marketing Project Manager at Bitchin’ Sauce where she developed and executed a wide-range of nationwide brand awareness campaigns designed to drive sales at retail partners with the likes of Target, Amazon, Walmart, and 7-Eleven.

A graduate of the University of San Diego, Tara received Bachelor’s degrees in Finance and Marketing.