Tanner Specht, Union Bank Trust | Find your best path for intro

Tanner Specht

Investment Relationship Coordinator

🏢 Job Change

(a month ago)

Union Bank Trust

Your Organizational Collective Activity

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<--,

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Last interaction was ** days ago.

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CRM Data

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Account Type*** *******

Account Owner***** ******

Account Opps/Deals

***** ****

Closed Won • Jan 25

***K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

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Tanners’ Career Overlaps

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***** ********

Worked in execs roles at *** together from 2021-2024

***** *******

Worked in the same department at *** together from 2021-2024

Tanners’ Past Experience

Union Bank Trust
Investment Relationship Coordinator
Mar 25 - Present
Thrivent
Financial Advisor
Nov 23- Mar 25
Ave Wealth Management
LPL Financial Advisor
Jul 23- Nov 23

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