Tanner DeFreitas is a finance professional with extensive experience in portfolio trading and analysis. Currently, Tanner serves as a Senior Portfolio Trading Specialist at Adhesion Wealth Advisor Solutions since September 2020, following a role as Portfolio Trading Specialist. Prior experience includes positions as an Associate at Summus Group, an Equity Research Analyst at Xanthus Capital Management, and a Portfolio Monitoring Analyst at U.S. Bank. Tanner holds a Bachelor of Arts in Finance and Spanish from Wofford College, completed in 2016, and participated in a program at ESCI-UPF in 2015. Tanner's academic background is further supported by a foundational education at Spartanburg High School.
Sign up to view 0 direct reports
Get started
This person is not in any teams