Tasha Thaman, CFP®

Director of Financial Planning at Apollon Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Charleston

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Experience

  • Apollon Wealth Management, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Financial Planning
      • May 2021 - 2 years 8 months

      Charleston, South Carolina, United States

    • Planning Coordinator
      • Jan 2021 - May 2021

      Charleston, South Carolina, United States

  • Charleston Center for Cosmetic & Restorative Dentistry
    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Office Coordinator
      • Sep 2019 - Dec 2020

      Charleston, SC, United States

  • Commerce Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Portfolio Manager
      • Feb 2018 - Aug 2019

  • Buckingham Strategic Wealth
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Associate Wealth Advisor & Portfolio Manager
      • Sep 2014 - Feb 2018

      8182 Maryland Ave, Clayton, MO 63105

  • Moneta
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Client Service Manager
      • Nov 2011 - Sep 2014

      100 S. Brentwood, Clayton, MO 63105

  • BMO U.S.
    • United States
    • Banking
    • 700 & Above Employee
    • Credit Analyst
      • Jun 2011 - Nov 2011

  • Commerce Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Credit Representative Intern
      • Aug 2010 - Jun 2011

      8000 Forsyth Blvd, Saint Louis, Mo 63105

Education

  • University of Missouri-Columbia, College of Business
    Banking & Finance
    2006 - 2010
  • Ladue Horton Watkins
    2002 - 2006

Community

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