Experience

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  Bribeyourfriends

  May 2013 - Jun 2013

  Brand ambassador

  Brand development, applicable marketing strategies, web site UI and advertising revenue. Developed brand strategy and implemented effective target market advertising.

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  J2 global

  Jun 2013 - Aug 2013

  Product management intern

  Responsible for strategic alignment, product portfolio management (which includes integration of new products), support for financial activities such as revenue budgeting and forecasting, profit and loss (P&L) responsibilities across all software products within the Voice and Unified Communications services. Main priority is to draft plans and documents that guide the work to be performed by other departments within the company.Major focuses also consist of maximizing revenue, market share, and profit margins by supporting the development of marketable/competitive products. We obtain responsibilities for defining the vision and long term strategy of the product and express the details in a product roadmap and other strategic documents. Show less

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  Foresters financial

  Jun 2014 - Feb 2018

  Financial representative

  My name is Tanner Hamilton and I am a Financial Services Representative in Monrovia, CA with Foresters Financial Services, Inc., a company dedicated to providing everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages.I offer personalized service combined with a long-term approach and fresh thinking to help my clients:• Save and invest for retirement, education and other life events• Create retirement income strategies • Protect the ones they love• Plan their legacy We are part of Foresters™, an international financial service provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at (626) 408-1333 ext. 401 or by e-mail at [email protected] Foresters Financial Services, Inc. nor any of its affiliates, associates or representatives are affiliated with LinkedIn nor endorse any of the views, representations or services offered or made by anyone else on this site. Foresters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money. Show less

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  Adviceperiod

  Feb 2018 - now

  At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod Show less

  • Director, Advisory Support

    Jan 2025 - now

  • Manager, Advisory Analytics

    Feb 2022 - Jan 2025

  • Performance Reporting Manager

    Mar 2020 - Feb 2022

  • Operations Associate

    Mar 2019 - Mar 2020

  • Financial Analyst

    Feb 2018 - Mar 2019