Valerie Tanner in

Valerie Tanner

Captain · DISC type SD
Client Services Manager at Olympus Wealth Management, LLC
📍 Salt Lake City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
19 Years
Current Role
Client Services Manager
Job Level
Middle
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Valerie shows up

Consummate Professional
Output-Driven
Long-Term Thinker

They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Valerie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

1-2024
Client Services Manager
Olympus Wealth Management, LLC
9-2019
Senior Client Service Associate
Olympus Wealth Management, LLC
11-2018 - 6-2019
Deployment Manager
Addepar
12-2017 - 9-2018
Business Service Manager
Morgan Stanley
6-2005 - 12-2017
Senior Service Associate
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2010 - 2012
Associate of Arts (A.A.)
University of Phoenix
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Valerie. Free, 10 seconds.