As Executive Assistant and Assistant CCO for Crossplane Capital, Tammie is responsible for back-office operations and compliance oversight. She holds the Investment Advisor Certified Compliance Professional designation through the Investment Advisor Association. Tammie also currently provides back-office operations and compliance oversite to private equity firm, Wingate Partners.
Tammie began her career with Wingate Partners. For almost three decades, Tammie has supported the executive staff in the day-to-day operations of the office including technology and telecommunications management, accounting support, and fund administration. Throughout her career, Tammie has managed several technology upgrades, office expansions, server and internet service provider migrations, and telephone system changes.
When Wingate became a Registered Investment Advisor with the Securities and Exchange Commission, Tammie accepted the role of Assistant Chief Compliance Officer responsible for the administration of Wingate’s compliance program. Within that role, her responsibilities include working with a third-party consultant to author the firm’s compliance program, ensuring that the firm and employees of the firm understand and abide by the regulations set forth in the firm’s compliance manual, and representing the firm in compliance exams conducted by the SEC.
Outside of the office, Tammie spends much of her time as a baseball mom, traveling with her husband and son around the country to various tournaments. Tammie is also a member of the Lotus League, a community of advocates supporting the mission of the Chidren’s Advocacy Center for North Texas. On rare occasions that she is not at a sports field, Tammie enjoys good music and a good music venue. Her favorite place in the world is Telluride, Colorado.
750 North St. Paul Street
Suite 1000
Dallas, TX 75201
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