Reagan Fredrickson

Trading & Operations Associate

Responsibilities:

• Provides support with trading activities, new account setup, and Investment Policy changes

• Helps with preparation of client reports

• Gathers data from clients and inputs data into our system

Professional Experience:

• Joined Tanglewood Total Wealth Management in March 2024

• Began financial Services Career in 2022

Education:

• BBA in Finance and Marketing with an emphasis in entrepreneurship in May 2019