Director of Operations
Jim Tanner has been responsible for the operations of the firm since it was founded in 1995, and he currently directs and oversees the activities of the operations team. Operations team members share responsibilities in maintaining account management, portfolio accounting, data reconciliation and client requests. Jim is also responsible for the compilation and presentation of the firm’s performance measurement and reporting, utilization of tax management tools and billing.
Operations for Portfolio Management Team @ Smith Barney
Santa Clara University
B.S. Combined Sciences
Lives in Seattle with his wife & 4 kids
Played football and rugby at Santa Clara University
Grew up in Saratoga, CA