Tanner Wells
Financial Advisor Experienced in Retirement Planning, Tax-Efficient Strategies and Legacy Planning
- Role
- Director at Inhomecare.Com
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Healthcare & Human ServicesView LinkedIn profile
About Tanner Wells
I help individuals and families preserve and accumulate their wealth while enjoying the…
Experience
Director
Aug 2009 — Present
Education
Brigham Young University
Undergraduate, Finance
2004 — 2010
Skills
- Asset Management
- Executive Management
- Property & Casualty Insurance
- Business Planning
- Financial Services
- Risk Management
- Small Business
- Financial Modeling
- Portfolio Management
- Corporate Finance
- Gaap
- Business Development
- Sarbanes-Oxley Act
- Health Insurance
- Capital Budgeting
- Fixed Annuities
- Financial Accounting
- Process Improvement
- Insurance
- Financial Forecasting
- Auditing
- Valuation
- Analysis
- Strategic Financial Planning
- Life Insurance
- Finance
- Financial Reporting
- Forecasting
- Managerial Finance
- Underwriting
- Financial Analysis
- Due Diligence
- Workers Compensation
- Financial Planning
- Disability Insurance
- Commercial Insurance
- Mergers & Acquisitions
- Investments
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