Tasha Smith – New Business Specialist
Tasha Smith is responsible for guiding prospective clients through the process of meeting our partners. She joined SHP in October 2014. She manages the calendars of each SHP Financial Advisor and ensures that the prospective client experience with SHP Financial is at the highest level of quality. She speaks with people who contact us to inquire about our services and assesses their financial situation to see if SHP Financial will be a good fit. She reaches out to prospective clients to ensure they have received the necessary information to warrant an easy understanding of what to expect.
Tasha brings with her over 12 years of client relations, telecommunications and marketing experience. Prior to SHP, she was a senior recruiter and client relations manager for a leading national human resources firm. She specialized in physician recruitment, client management, contract negotiations and marketing. In addition to placing top-notch physicians in our area, Tasha built and maintained long-lasting client relationships with major hospitals systems, elite academic institutions and private practices throughout New England.
Tasha resides in Weymouth with her husband, Paul, and their son, Brody. She has a strong passion for art and interior design. She spends a lot of time with family and friends but also enjoys outdoor activities and visiting museums.
Jamie Fallon - Marketing & Event Coordinator
Jamie Joined SHP Financial in February of 2018. She comes to us with over 15 years of experience in the hospitality industry, with a strong background in event management and client relations. At SHP, Jamie’s primary role is to manage and set up events from conception through to completion. She is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality.
After just a few short months, Jamie has proven to be a valuable resource to the marketing team. Due to her efforts, we've changed her title to Event & Marketing Coordinator to fully encompass the marketing-related assignments she is now handling in addition to event management.
Jamie grew up on Cape Cod, where she earned her A. A. from Cape Cod Community College. From there she went on to New York City, where she earned her Bachelor’s Degree in Communications at Marymount Manhattan College. While in New York, Jamie worked with many high profile clients at some of the most reputable fine dining restaurants in Manhattan. She eventually relocated to Boston, where she obtained extensive experience both booking and running events.
After spending 5 years in Boston, Jamie now resides closer to her roots, right near the water in Plymouth. She loves anything to do with the outdoors and spends as much time as possible with her family and friends. Jamie also has a love for music and is very often found with a microphone in her hand.
Carol Botelho - Client Services Representative
Carol Botelho joined SHP Financial in January of 2015. Carol reaches out to prospective SHP clients to tailor services to their individual needs by streamlining contact to our co-founders. She is also responsible for returning calls that come in from our radio show. She assists them in getting their questions answered and their needs met in a timely manner. Carol is committed to treating each of our prospective clients with the absolute highest quality customer service because they deserve nothing less!
Carol brings 35 years of marketing and sales experience to SHP. Prior to joining SHP, Carol worked as a director of sales for a national dating service in Newton, Massachusetts and for the last 12 years served as a marketing/sales manager for a local/National radio station where she worked with clients to increase their marketing share and address their individual needs.
Carol was born and raised in Fairhaven, Ma where she raised three sons. In her spare time she enjoys spending time with her grandchildren, is an avid gardener and volunteers as an advocate for seniors in the New Bedford area.