David Tanna

Registered Client Associate

Role
Registered Wealth Management Client Associate at Merrill Lynch
Location
Chicago, IL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About David Tanna

I graduated from Northwestern University in June 2022 with a degree in Economics and Psychology. I am now a Registered Client Associate with The LFWK Group in Chicago. I primarily provide client-facing support related to account maintenance, investment management, trading, and administrative needs. In my free time I enjoy golfing, lifting, long-distance running, biking, spending time with friends, and listening to country music.

Experience

  1. Registered Wealth Management Client Associate

    Merrill Lynch

    Jun 2023 — Present · Chicago, IL, US

Education

  • Northwestern University

    Bachelor's degree, Economics; Psychology

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David Tanna — Registered Wealth Management Client Associate at Merrill Lynch in Chicago, IL, US | Unifers