Christopher Tanner

Christopher Tanner Email and Phone Number

Team Advisor at Plan & Act Financial Planning @ Plan & Act Financial Planning
buena vista, colorado, united states
Christopher Tanner's Location
Buena Vista, Colorado, United States, United States
About Christopher Tanner

Christopher Tanner is a Team Advisor at Plan & Act Financial Planning at Plan & Act Financial Planning. He is proficient in Spanish.

Christopher Tanner's Current Company Details
Plan & Act Financial Planning

Plan & Act Financial Planning

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Team Advisor at Plan & Act Financial Planning
buena vista, colorado, united states
Website:
planandact.com
Employees:
4
Christopher Tanner Work Experience Details
  • Plan & Act Financial Planning
    Team Advisor
    Plan & Act Financial Planning Jan 2019 - Present
    Buena Vista, Colorado, United States
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual May 2018 - Jan 2019
    Greater Detroit Area
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  • Wheaton College Business Department
    Teachers Aide (Ta) For Business Statistics
    Wheaton College Business Department Aug 2017 - Jan 2019
    Greater Chicago Area
    I was selected to be a TA from among former Business Statistics students. My responsibilities include teaching biweekly help sessions to peers in the business and economics department, and grading assignments and quizzes for 60+ students.
  • Hoover And Associates Insurance And Financial Services, Inc.
    Market Research Intern
    Hoover And Associates Insurance And Financial Services, Inc. May 2017 - Dec 2017
    Greater Detroit Area
    As part of the research team, I analyzed and ranked investment options using the fi360 scoring system and Excel macros, employing criteria such as Sharpe ratio, returns, and manager tenure. Additionally, I evaluated mutual fund quality with online research and direct phone calls to mutual fund companies. On a regular basis, I collaborated with the research team to prepare for investment committee meetings (ICMs) that my advisor had with institutional clients. As an individual project, I researched and explained how to best use iPads to modernize and streamline the ICM process.
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Christopher Tanner Education Details

Frequently Asked Questions about Christopher Tanner

What company does Christopher Tanner work for?

Christopher Tanner works for Plan & Act Financial Planning

What is Christopher Tanner's role at the current company?

Christopher Tanner's current role is Team Advisor at Plan & Act Financial Planning.

What schools did Christopher Tanner attend?

Christopher Tanner attended Wheaton College, Southfield Christian School.

Who are Christopher Tanner's colleagues?

Christopher Tanner's colleagues are Morgan Lawrence, Kristina Tanner, Robert Schumann.

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