👤 Personal Information
Full Namematthew tanner
GenderMale
Locationanchorage, alaska (united states)
Birth Year—
💼 Professional Details
Job Titlesenior investment management officer
Industryfinancial services
Experience16 years
SummaryAs a Senior Investment Officer, I develop, communicate and execute tailored investment strategies for high net worth clients. I am responsible for managing complex fiduciary, agency and individual retirement accounts encompassing all investment asset classes including alternative investments, derivatives, and structured products. I also work with a team of specialists in financial and estate planning, banking services, and Trust to help clients achieve their financial objectives.
🛠 Skills
wealth management
alternative investments
asset allocation
investments
equities
asset management
fixed income
portfolio management
estate planning
hedge funds
capital markets
financial planning
wealth management services
financial services
financial advisory
mutual funds
management