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
- 2025 -now Head of Platform Solutions @
- 2022 -2025 Senior Director Technology Platform @
- 2022 -2022 Technology Platform Manager @
- 2019 -2022 Technology Platform Manager @ RSM US Wealth Management LLC
- 2017 -2019 Compliance, Operations, and Transition Specialist @
- 2015 -2017 Operations Specialist @
- 2006 -2015 Universal Banker @
- 2013 -2014 Transfer Transition Leader @
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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