Tanner DeFreitas

Portfolio Trading Specialist at Adhesion Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US
Skills

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Bio

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Experience

  • Adhesion Wealth Advisor Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Trading Specialist
      • Sep 2020 - Present

      Charlotte, North Carolina, United States

  • Sia Partners
    • France
    • Business Consulting and Services
    • 700 & Above Employee
    • Associate
      • Jul 2019 - Sep 2020

      Charlotte, North Carolina Area

  • Xanthus Capital Management, LLC
    • Equity Research Analyst
      • Feb 2018 - Jul 2019

      Charlotte, North Carolina

  • U.S. Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Portfolio Monitoring Analyst
      • Jan 2017 - Mar 2018

      Charlotte, North Carolina

Education

  • Wofford College
    Bachelor of Arts (B.A.), Finance and Spanish
    2012 - 2016
  • ESCI-UPF International Business
    International Finance
    2015 - 2015
  • Spartanburg High School
    2010 - 2012

Community

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