Tanner Boston Email & Phone Number

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

Naperville, Illinois, United States

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.