Nicholas Tanner Email & Phone Number
Head of Platform Solutions @ Modern Wealth Management
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Nicholas Tanner Location
- Minneapolis, MN, US
Nicholas Tanner Work
- Head of Platform Solutions @ (August 2025 - Present)
- Senior Director Technology Platform @ (May 2022 - August 2025)
- Technology Platform Manager @ (February 2022 - May 2022)
- Technology Platform Manager @ RSM US Wealth Management LLC (December 2019 - February 2022)
- Compliance, Operations, and Transition Specialist @ (February 2017 - December 2019)
- Operations Specialist @ (March 2015 - February 2017)
- Universal Banker @ (May 2006 - March 2015)
- Transfer Transition Leader @ (July 2013 - August 2014)
Nicholas Tanner Education
- University of St. Thomas
Bachelor's degree (Economics)
2011-2015
Nicholas Tanner Skills
- Junxure
- FinTech
- Laserfiche
- Salesforce.com Administration
- Microsoft Dynamics CRM
- JavaScript
- Cost-Benefit Analysis
- Research Skills
- User Interface Design
- User Experience (UX)
- Cross-functional Coordination
- Coaching
- System Administration
- Public Speaking
- Learning Management Systems
- Project Management
- Change Management
- Technology Integration
- Leadership
Nicholas Tanner Summary
- Nicholas Tanner, based in Minneapolis, MN, US, is currently a Head of Platform Solutions at Modern Wealth Management. Nicholas Tanner brings experience from previous roles at Choreo, RSM US Wealth Management LLC and AdvisorNet Financial. Nicholas Tanner holds a 2011 - 2015 Bachelor's degree in Economics @ University of St. Thomas. With a robust skill set that includes Junxure, FinTech, Laserfiche, Salesforce.com Administration, Microsoft Dynamics CRM and more. Nicholas Tanner has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Modern Wealth Management Employees
Larry McManus
Managing Director
Chapel Hill, NC, US
David Hilton
Managing Director
Los Angeles, CA, US
Jonathan Kuiter
Managing Director
Denver, CO, US
Mark Brown
Managing Director
Denver, CO, US
Ron Gambassi
Managing Director
Boise, ID, US
Jason Gordo
Co-founder and President
Monterey, CA, US
Allison Barrientos
Managing Director
Monterey, CA, US
Martin James
Managing Director
Mooresville, IN, US
Dean Barber
President
Lenexa, KS, US
Annrose Isaac
Managing Director
California, United States
Jennifer Stone
Managing Director, Executive Advisor
Boise, ID, US
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