Tamara B. Wendoll is the Chief Operating Officer of Dunham & Associates Investment Counsel, Inc. She possesses 15 years of industry experience across a broad range of functions, including operations, product development, and marketing. Prior to her appointment with Dunham, she served as Senior Executive Vice President of Marketing and Operations for Kelmoore Investment Company, where she was instrumental in launching five mutual funds, and its separately managed account programs, and served as Secretary and Treasurer to the Kelmoore Strategy Funds.
Previous roles also include associations with First Allied Securities and Josephthal & Co., where she served as Vice President of each firm’s Investment Advisory Services. In addition, Ms. Wendoll served in numerous other roles during her nearly five-year tenure at First Allied Securities, including Director of Asset Management.
Ms. Wendoll has a B.A. from the University of California, San Diego and an M.B.A. from the Wharton School of the University of Pennsylvania. She holds FINRA Series 7, 24, 4, 65, and 63 licenses. Additionally, she is the recipient of numerous industry and marketing awards, including the 2004 SIAA Financial Services Award, 2004 SIAA Publication/External: Financial Services Award, and numerous 2004-2007 MFEA Star Awards.