PHYLLIS TATE

Senior Advisor – Finance

PHYLLIS TATE

Senior Advisor – Finance

Phyllis’ first job as a supermarket coin counter at age 11 was the beginning of a career in finance that has included key analytical roles at Alamo Rent A Car, Chrysler, Edelman PR and Spectrum Science Communications. Today, she’s a sought-after consultant providing analytical and strategic counsel to help agencies build and maintain their finance and accounting infrastructures to drive growth and profitability. 

In her role as a Senior Advisor, Phyllis helps ROKK manage its growth and make informed decisions so the firm can be a strong, reliable and financially stable resource for clients. That means helping develop a strategic plan for growth, a roadmap for hiring and other tools that help manage the business of business.

WHY PHYLLIS BELONGS IN THE ROOM

01

She brings a fresh, rich perspective to business functions from across different industries.

Phyllis’s experience in government, automotive, hospitality, financial services and PR gives her a wealth of knowledge to form her advice. Let her tell you how she helped one client go from losing money to 25% profitability in less than a year.

02

She has the heart of a teacher.

Phyllis has a passion helping business leaders interpret the numbers and navigate the complex language of business. She also improved our financial literacy with an agency-wide presentation on how to be good, fiscally responsible stewards of the firm’s resources.

03

Phyllis has a B.S.B.A. from the University of Florida and an M.B.A. from Washington University in St. Louis.

GOOD TO KNOW

COUNTRIES VISITED:

27

BEACH OR MOUNTAINS:

Beach

DOGS OR CATS:

Dogs

FUN FACT

Phyllis is more than halfway through her bucket list of visiting beaches with different colors of sand.