Tanner Davis

Account Executive at Blockware Solutions

Tanner Davis is an account executive at Blockware Solutions. Tanner began their career as an intern at Reach Attainable Wellness, Inc. in May 2018. In this role, Tanner was responsible for calling corporate executives to encourage them to receive information about the company's consulting group. Tanner also competed in a summer-long investment management competition using fundamental and tactical strategies. In May 2019, Tanner joined The Mather Group as a private wealth management intern. In this role, they completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process including insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning. Tanner also assisted with the development and implementation of the company's direct marketing program. In August 2019, Tanner joined Blockware Solutions as an account executive.

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Timeline

  • Account Executive

    Current role