Tanner Boston

Tanner Boston Email and Phone Number

Portfolio Management Associate with Bookends Financial Planning | Kelley School of Business Alum | Aspiring Financial Services Leader | @ Bookends Financial Planning
Indianapolis, Indiana
Tanner Boston's Location
Indianapolis, Indiana, United States, United States
Tanner Boston's Contact Details

Tanner Boston work email

Tanner Boston personal email

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About Tanner Boston

I was born and raised in Indianapolis, Indiana by my two parents, Sarah and JJ Boston, each of who run their own businesses and have since I was very young. From the time I was in 8th grade up until the fall of my senior year, I worked as utility manager, dishwasher, and prep cook in the high-intensity commercial kitchen environment. I learned many hard lessons through tireless workweeks such as workplace efficiency, interpersonal skills, intense work ethic, and many more to count. However the greatest lesson I learned from those difficult times in the kitchen was the value of what I was doing for my family and the progression and success of the business. It is what truly got me interested in pursuing a degree and career in finance. I feel a great sense of connection to my past experiences and how they have shaped me to become the person I am today. I am currently a rising senior at the Kelley School of Business and will be interning with Calamos Investments this summer.

Tanner Boston's Current Company Details
Bookends Financial Planning

Bookends Financial Planning

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Portfolio Management Associate with Bookends Financial Planning | Kelley School of Business Alum | Aspiring Financial Services Leader |
Indianapolis, Indiana
Tanner Boston Work Experience Details
  • Bookends Financial Planning
    Portfolio Management Associate
    Bookends Financial Planning Oct 2019 - Present
    Indianapolis, Indiana, United States
    Bookends Financial Planning specializes in wealth management and retirement planning for its clients managed by the in house Financial Advisors. I work directly with advisors and management on their RIA transition, data management, Tamarac software, and other miscellaneous office tasks.- Developed Excel and data management skills- Exposed to financial services world through skills learned on the job such as: financial literacy, financial vocabulary, application and interpretation of financial scenarios, and interpretation of micro and macro economic variables affecting the business- Worked on a small team in tandem with marketing interns on developing, editing, and producing weekly video series for advisors during the pandemic lockdown- Developed an expert knowledge of financial services software: Tamarac- Advanced knowledge of investment model building, and assigning for clients
  • Calamos Investments
    Product Management Intern
    Calamos Investments Jun 2023 - Aug 2023
    Naperville, Illinois, United States
  • Chef Jj'S
    Kitchen Staff / Cook
    Chef Jj'S Jun 2015 - Oct 2019
    Indianapolis, Indiana, United States
    I worked from a young age on a small staff, in a high-stress and fast-paced commercial kitchen for ticketed, private dining experiences for clients. Events were regularly 5 courses, ranging anywhere from 10 to 200 clients per event, with at least 2-3 events running simultaneously each night when I would work.- Developed strong interpersonal skills and public speaking ability through interaction with clients.- Constantly worked with a team of skilled chefs and service staff on enhancing teamwork to improve efficiency.- Learned the value of work ethic, time, and money.- Exposed to, but not tasked with, the entrepreneurial innerworkings of how small business owners run their business.

Tanner Boston Education Details

Frequently Asked Questions about Tanner Boston

What company does Tanner Boston work for?

Tanner Boston works for Bookends Financial Planning

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

Tanner Boston's current role is Portfolio Management Associate with Bookends Financial Planning | Kelley School of Business Alum | Aspiring Financial Services Leader |.

What is Tanner Boston's email address?

Tanner Boston's email address is tb****@****mos.com

What schools did Tanner Boston attend?

Tanner Boston attended Indiana University - Kelley School Of Business.

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