Tanner Watson

Tanner Watson Email and Phone Number

Associate Wealth Advisor at The Colony Group @ Focus Partners Wealth
Los Angeles, CA, US
Tanner Watson's Location
Los Angeles Metropolitan Area, United States, United States
Tanner Watson's Contact Details

Tanner Watson personal email

n/a
About Tanner Watson

Tanner Watson is a Associate Wealth Advisor at The Colony Group at Focus Partners Wealth. They possess expertise in mathematics, time and attendance, c++, python, microsoft excel and 45 more skills.

Tanner Watson's Current Company Details
Focus Partners Wealth

Focus Partners Wealth

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Associate Wealth Advisor at The Colony Group
Los Angeles, CA, US
Tanner Watson Work Experience Details
  • Focus Partners Wealth
    Focus Partners Wealth
    Los Angeles, Ca, Us
    View
  • The Colony Group
    Associate Wealth Advisor
    The Colony Group Jul 2023 - Present
    Boston, Massachusetts, Us
    View
  • Scs Financial
    Client Advisor
    Scs Financial May 2022 - May 2023
    Boston, Ma, Us
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  • Signature Estate & Investment Advisors, Llc
    Client Service Associate
    Signature Estate & Investment Advisors, Llc Aug 2020 - May 2022
    Los Angeles, Ca, Us
    • Supported senior partner and associate advisors in day-to-day business operations• Completed operational forms for incoming and current clients (MoneyLinks, transfers, journals, etc.)• Established and maintained 700 accounts at both Schwab and Fidelity• Handled all insurance new business cases consisting of 50+ insurance/annuity policies equating to $18M+ in face amount• Set up and maintained 20+ accounts for alternative investments, including preparing subscription documents, internal compliance paperwork, custodian forms, processing capital calls• Worked with advisors to create 40+ financial plans using eMoney• Developed a system for analyzing and comparing annuity products• Maintained client and practice management data for book of business consisting of 500+ clientele• Organized and prepared material for prospective and current client meetings
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  • Financial Planning Association (Fpa)
    Financial Planning Intern
    Financial Planning Association (Fpa) Jun 2020 - Jul 2020
    Denver, Colorado, Us
    • Generated financial plans using eMoney• Constructed investment management portfolios using Morningstar Workstation• Analyzed a risk tolerance tool to identify the risk profile of clients• Identified the financial planning assumptions found in financial planning software• Established recommendations for student loan planning• Evaluated the tax implications of various personal and financial decisions• Determined the likelihood of success in different client retirement scenarios
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  • Nwf Advisory
    Financial Planning Intern
    Nwf Advisory Jun 2018 - Jul 2020
    Los Angeles, California, Us
    • Generated financial plans for high net worth clients using financial planning software• Performed portfolio analysis and fund research on Morningstar Workstation • Financial modeling using Excel to facilitate data analysis and further research • Maintained accurate client records and updated client information• Prepared reports and presentations for clients and financial planners
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  • Bas Rutten'S Elite Mma Gym
    Instructor & Administrative Assistant
    Bas Rutten'S Elite Mma Gym Jul 2015 - Jul 2017
    • Organized daily lessons tailored to each group’s required curriculum and individual needs • Personally instructed classes up to twenty students aged four to thirteen • Assisted students with disabilities such as autism, down syndrome, and ADHD • Provided membership plans in the best interest of clients to reach their goals • Maintained thorough and updated knowledge of product offerings as well as promotions• Acquired excellent letter of recommendation from supervisor

Tanner Watson Skills

Mathematics Time And Attendance C++ Python Microsoft Excel Microsoft Word Adobe Photoshop Emotional Intelligence Organization Skills Time Management Attention To Detail Hard Working Financial Planning Wealth Management Financial Analysis Risk Management Analytics Marketing Social Media Marketing Data Entry Data Analysis Customer Experience Typing Fixed Income Trading Investment Management Asset Management Microsoft Powerpoint Microsoft Office Microsoft Outlook Presentation Skills Written Communication Interpersonal Skills Customer Engagement Interpersonal Communication Communication Problem Solving Teamwork Leadership Critical Thinking English Personal Financial Planning Self Directed Learning Team Organisation Geometry Vector Calculus Group Theory Professional Manner Working Experience Strategy

Tanner Watson Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Mathematics
  • Ucla Extension
    Ucla Extension
    Certificate In Personal Financial Planning
  • Moorpark College
    Moorpark College
    Mathematics

Frequently Asked Questions about Tanner Watson

What company does Tanner Watson work for?

Tanner Watson works for Focus Partners Wealth

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

Tanner Watson's current role is Associate Wealth Advisor at The Colony Group.

What is Tanner Watson's email address?

Tanner Watson's email address is tw****@****ial.com

What schools did Tanner Watson attend?

Tanner Watson attended Uc Santa Barbara, Ucla Extension, Moorpark College.

What skills is Tanner Watson known for?

Tanner Watson has skills like Mathematics, Time And Attendance, C++, Python, Microsoft Excel, Microsoft Word, Adobe Photoshop, Emotional Intelligence, Organization Skills, Time Management, Attention To Detail, Hard Working.

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