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

Tanner Specht

Investment Relationship Coordinator

🏢 Job Change

(2 months ago)

Union Bank Trust

Your Organizational Collective Activity

View your organizations’ collective activity with Tanner to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

******* and ***** are the closest.

CRM Data

View Tanners’ CRM data to get more info on their experience with your organization

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

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

Account Opps/Deals

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

Closed Won • Feb 25

***K $

Closed

Best path for intro

View Tanners’ best path for intro to find the best way to reach out

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

Past Champion

******* ****

Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Tanners’ Career Overlaps

Use your organizations colleagues connection to reach out to Tanner

*** ******

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

People similar to Tanner

View people similar to Tanner based on experience