CLIENT LOGIN
Tamara Tudor
Senior Client Service Associate
USC Alumni – Philosophy Major
Tamara is a USC alumni with a major in Philosophy, holding a DIP CII from the UK’s Chartered Institute of Insurance, specializing in Financial Administration & Insurance. She is also a certified RYT 200 Yoga Instructor accredited by Yoga Alliance.
“The world is but a canvas to the imagination” — Henry David
“Everything you can imagine is real” — Pablo Picasso
What are some interesting facts about you?
I moved to Australia after university but ended up in the UK for 25 years. I was once an avid fencer trained by the ex-England Olympic fencing coach, Brian Pitman and his champion wife Eileen for over a decade in Portslade, East Sussex. I have been fortunate to have visited many countries covering 6 out of 7 continents. I repatriated to the US in early 2018 after visiting my father in Oregon during the summer 2017 eclipse, making an instant decision to return, and eventually arriving back to my native Californian roots.
What do you do at Bridge?
I am a Sr Client Service Associate working alongside Amarette (Ammie) Trujillo, supporting the Wealth Management Team in Newport Beach and Pasadena.
What are your credentials/past experience, for working in your position?
I was really pleased to get my CII DIP in London which is the UK equivalent of a Business BA. Being in a different country, raising a family, learning the London Market, UK Economics and Law to become an Underwriter for Insurance was super interesting and engaging for the nerdy academic in me.
I was awarded a Distinction (highest ranks) for the effort. I was an Underwriter for domestic and international expat mortgages, then group risk (life and disability), and international health insurance. Like many colleagues at Bridge Advisory, I experienced the market shake up in 2008 while working for the UK division of AIG, and it was a challenge that taught me a lot about resilience and the need for absolute transparency across the market.
Since returning to the US, I pivoted away from Insurance and into Wealth Management and have been a Client Service Associate for the last 5+ years – learning everything I possibly could about supporting clients and developing strong, long-lasting relationships.
What’s your Archetype?
Advocate (INFJ-A)
What do you like about working at Bridge?
The genuineness of the team here – the group collaboration and care given to the clients and the business is so refreshing. Of course, I’m thrilled to be situated in Newport Beach as well!
Your top three favorite Podcasts/Books?
One Hundred Years of Solitude (Gabriel Garcia Marquez)
The Three Musketeers (Alexandre Dumas)
Emily and the Golden Acorn (Ian Beck – this is a fun English children’s book that my kids wanted me to read over and over again for years!)
What are the Bridge Advisory Core Values that drive you?
Being straightforward, thoughtful & thorough while having client focus and embracing change.
What do you enjoy doing when you are not working?
Hiking all over the hills in Laguna Canyon which were not available to the public when I was growing up, cycling up and down the coast, yoga, reading, and disc golf.
What are you looking forward to?
Being part of the organic growth and development of the Orange County base.
What makes you smile?
The Pacific Ocean, getting random messages from my kids, and people watching.
What would you do if you won the lottery?
To be honest, I’d probably give most of it away to family, close friends and projects I’d like to sponsor.
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
Luckily, there are too many to count! The diversity of the cultures, places and breathtaking activities doesn’t allow me to choose a favorite – each one is a treasured memory!