Tanner Sargent Email
Senior Associate, Client Relationships and Wealth Management Operations @ Weiss, Hale & Zahansky Strategic Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Tanner Sargent Location
- Tolland, CT, US
Tanner Sargent Work
- Senior Associate, Client Relationships and Wealth Management Operations @ (May 2026 - Present)
- Senior Associate, Client Relationships @ (January 2026 - Present)
- Client Relationship Associate @ (August 2024 - Present)
- Financial Representative @ (June 2023 - August 2024)
Tanner Sargent Education
- University of Maine
Bachelor of Arts - BA
Tanner Sargent Skills
- 401(k) Retirement Savings Plans
- Accident Insurance
- Account Management
- Analytical Skills
- Business
- Business Planning
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service Operations
- Customer Support
- Disability Insurance
- ETFs
- English
- Financial Advisory
- Financial Planning
- Health Insurance
- Individual Retirement Accounts (IRA)
- Interpersonal Skills
- Investment Management
- Investment Strategies
- Life Insurance
- Mutual Funds
- Negotiation
- Personal Financial Planning
- Presentations
- Project Management
- Research
- Retirement Planning
- Strategy
- Team Management
- Time Management
- Variable Annuities
- Wealth Management Services
Tanner Sargent Summary
- Tanner Sargent, based in Tolland, CT, US, is currently a Senior Associate, Client Relationships and Wealth Management Operations at WHZ Strategic Wealth Advisors. Tanner Sargent brings experience from previous roles at WHZ Strategic Wealth Advisors and Northwestern Mutual. Tanner Sargent holds a Bachelor of Arts - BA @ University of Maine. With a robust skill set that includes 401(k) Retirement Savings Plans, Accident Insurance, Account Management, Analytical Skills, Business and more. Tanner Sargent has 1 emails on RocketReach.
Looking for a different Tanner Sargent?
Find contact details for 700 million professionals.
Others Named Tanner Sargent
Top Weiss, Hale & Zahansky Strategic Wealth Advisors Employees
Aleesha Graham
Director, Associate Wealth Advisor
Providence, RI, US
Nicholas Olson
Director, Associate Wealth Advisor
Boston, MA, US
Matthew Allen
Associate Client Service and Operations
Bloomfield, CT, US
Amanda Burgess
Client Relationship Associate
Hartford, CT, US
Sydney Feragne
Associate, Client Experience Concierge
Pomfret, CT, US
Kayla Densmore
Client Experience Manager
Pomfret, CT, US
Seamus Briody
Associate, Client Experience and Events
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co