Financial Consultant

Create customized financial plans to help plan for the future; Specifically specializing in retirement, estate, and tax advantaged strategies.

I created client leads, managed client accounts, and managed client relationships to ensure they reach their current and future retirement goals.

Finance Intern

Responsible for managing existing accounts in Southern California; Screened, coached, and matched candidates with employers; Used marketing analysis to attain new accounts; Trained 6 other interns

Operations Intern

Managed financial transactions of over $15,000 per day; Provided superior customer service and created an exciting buying experience; Won all sales competitions during my tenure

Sales Associate/Brand Ambassador

Find out detailed information about Alex Tatman, Financial Consultant in Orange County, CA

Alex Tatman: Financial Consultant in Orange County, CA

Alex Tatman

Equitable Advisors

AXA Advisors

Vocate

Allbirds

University of San Francisco