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Tanya C. D'Addio

Director, Client & Team Experiences at Connecticut Wealth Management, LLC

Tanya C. D'Addio's work experience includes roles in various wealth management companies. Tanya C. began their career at Regent Wealth Management in 1994, where they worked in Operations & Compliance for over 11 years. In 2006, they joined Burke, Esposito & Associates as Operations and Client Services, until 2008 when they moved on to KR Wealth Management as Marketing and Client Services. In 2010, Tanya joined Connecticut Wealth Management, LLC as Wealth Services Manager, providing financial planning and investment advisory services. Tanya C. later became the Director of Client & Team Experiences, where they supported various business initiatives, managed office renovations, and established the CTWM Culture Committee. Their work experience at Connecticut Wealth Management is ongoing.

Tanya C. D'Addio obtained a Bachelor's degree in Legal Studies from Quinnipiac University. Tanya C. completed their education from 1990 to 1995.

Links

Timeline

  • Director, Client & Team Experiences

    January, 2015 - present

  • Wealth Services Manager

    October, 2010

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