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 @ Cerity Partners
2022 - 2024 Vice President @ Goldman Sachs Ayco
2019 - 2022 Financial Advisor @ RBC Wealth Management
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2015 - 2019 Senior Wealth Director @ BNY Wealth
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2007 - 2015 Managing Member and Portfolio Manager @ Platinum Structured Income Fund
2000 - 2006 President @ Banorte

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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 1 mobile phone numbers on RocketReach.

Fred Tan Emails

Found 2 emails

Fred Tan Phone Numbers

Found 3 phone numbers

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