Fred Tan Email & Phone Number
Senior Principal, Wealth Advisor at Cerity Partners @ Cerity Partners
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Fred Tan Location
- Florida, United States
Fred Tan Work
- 2024 -now Senior Principal, Wealth Advisor at Cerity Partners @
- 2022 -2024 Vice President @
- 2019 -2022 Financial Advisor @
- 2015 -2019 Senior Wealth Director @
- 2007 -2015 Managing Member and Portfolio Manager @ Platinum Structured Income Fund
- 2000 -2006 President @
Fred Tan Education
- NYU Stern School of Business
Master of Business Administration (M.B.A.) (Finance and International Business)
- Colgate University
Bachelor of Arts (B.A.) (Political Science and International Relations)
Fred Tan Summary
- Fred Tan, based in Florida, United States, is currently a Senior Principal, Wealth Advisor at Cerity Partners at Cerity Partners. Fred Tan brings experience from previous roles at Goldman Sachs Ayco, RBC Wealth Management, BNY Mellon Wealth Management and Platinum Structured Income Fund. Fred Tan holds a Master of Business Administration (M.B.A.) in Finance and International Business @ NYU Stern School of Business. Fred Tan has 2 emails and 2 mobile phone numbers on RocketReach.
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