Michael Tant Email and Phone Number
Michael Tant work email
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Michael Tant personal email
I received my Bachelor's of Science in Finance, with an option in Financial Planning, at California State University, Northridge. The courses I completed allowed me to complete the education requirement for the CFP® exam. While attending college, I was a member of the National Society of Leadership and Success, and made the dean's list several semesters, as I maintained a 3.5 GPA or higher. This summer, I am working with the Financial Planning Association (FPA) in their virtual externship program. This program allows me to receive in-depth, expert training from CFP® professionals on investment planning, insurance and risk management planning, client communication and care, cash flow planning, student loan planning and college planning, retirement planning, tax planning, and estate planning. I am dedicated and hardworking and always willing to go the extra mile to make sure the job is done promptly, and efficiently. Working in teams is something that comes second nature to me, as I work in teams daily; whether it be at my university, or at my work. I also have excellent communication skills, and am a fast learner. You will not regret giving me an opportunity to excel, as I will get the job done.
Ameriprise Financial Services, Llc
View- Website:
- ameriprise.com
- Employees:
- 2
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Client Services Manager For Hemann, Preator And AssociatesAmeriprise Financial Services, LlcLos Angeles, Ca, Us
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Client Services Manager For Hemann, Preator & AssociatesAmeriprise Financial Services, Llc Oct 2020 - PresentLos Angeles, California, United StatesAs a Client Services Manager at Hemann, Preator & Associates, I contribute to business development and growth by leveraging the firm's full capabilities. I build and maintain strong client relationships through proactive communication, handling client requests, resolving inquiries, and ensuring critical information and documentation are accurate and secure.My responsibilities include preparing and submitting new business paperwork, gathering necessary signatures, coordinating with the home office, tracking insurance applications, and managing rollovers. I also perform general administrative tasks such as answering calls, drafting routine correspondence, and providing clients with tax documentation.Additionally, I support clients by analyzing data, assisting in the preparation of financial plans, and facilitating transactions, trades, and other practice management activities as needed. My role ensures a seamless client experience while supporting the advisor's operational efficiency. -
Financial Planning Association (Fpa) Virtual ExternshipFinancial Planning Association (Fpa) Jun 2020 - Aug 2020Virtual InternshipCurrently receiving in-depth, expert training from CFP professionals on investment planning, insurance and risk management planning, client communication and care, cash flow planning, student loan planning and college planning, retirement planning, tax planning, and estate planning. I am also learning the foundations to creating investment portfolios with CFP professionals, using eMoney, Morningstar, iRebal, TD Ameritrade on sample clients, based on Morningstar Equity and Fixed Income style boxes. We also analyze and generate reports of sample clients’ disability and life insurance coverage, while accounting for unforeseeable possibilities (e.g. premature death, childcare, inheritance, etc.). Lastly, we are identifying different methods that financial planners approach budgeting and cash flow planning, while identifying client’s budget, priorities and values. -
Teacher AssistantCalahan Street Elementary School Aug 2017 - Dec 2019As a Teacher’s Assistant at Calahan Elementary School, I provide instructional support and assistance to teachers and other certified personnel. A portion of the job assistance includes, but are not limited to: phonemic awareness, fluency practices, phonics screeners, syllabic exercises, etc. A teacher's assistant also tests students in Dynamic Indicators of Basic Early Literacy Skills (DIBELS), and Text Reading Comprehension (TRC) assessments. Once students are placed in their appropriate academic level, I strongly support them to excel to a level higher than their benchmark.
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Campus AideCalahan Street Elementary School Aug 2017 - Aug 2018As a campus security officer at Calahan Elementary School, I patrolled the school grounds to ensure safety to all students that attended. I also ensured the grounds outside of the school campus were safe at all times. I observed the environment, within and outside, of the school’s boundaries and addressed situations as needed to keep all children safe. Ensuring safety was my priority.
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Youth Services CoachLos Angeles Unified School District Oct 2015 - Aug 2017Greater Los Angeles AreaAs a YS employee, I supervised nearly seventy children in an after-school program. My daily responsibilities included: ensuring a safe environment, and engaging students in activities that support achievement and promote social, emotional and physical development beyond the regular school day. Every child and youth should have a safe place to be in the presence of a responsible, caring adult while engaging in activities beyond the regular school day. I also coached and assisted with track, soccer, basketball, football and softball at Calahan Elementary School (Youth Development Program).
Michael Tant Skills
Michael Tant Education Details
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Financial Planning And Services -
Granada Hills Charter High SchoolHigh School Degree
Frequently Asked Questions about Michael Tant
What company does Michael Tant work for?
Michael Tant works for Ameriprise Financial Services, Llc
What is Michael Tant's role at the current company?
Michael Tant's current role is Client Services Manager for Hemann, Preator and Associates.
What is Michael Tant's email address?
Michael Tant's email address is mi****@****usd.net
What schools did Michael Tant attend?
Michael Tant attended California State University-Northridge, Granada Hills Charter High School.
What are some of Michael Tant's interests?
Michael Tant has interest in Children, Economic Empowerment, Civil Rights And Social Action, Politics, Environment, Education, Poverty Alleviation, Science And Technology, Human Rights.
What skills is Michael Tant known for?
Michael Tant has skills like Teaching, Event Planning, Microsoft Office, Leadership, Microsoft Word, Team Building, Coaching, Management, Social Media, Microsoft Excel, Social Networking, Public Relations.
Who are Michael Tant's colleagues?
Michael Tant's colleagues are Suzan Kaufmann, A.j. Herman, Tammy Lykins, Seth Immediato, Sean Prendergast, Colleen Schnappauf, Aaron Guimaraes.
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Michael Tant
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