Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
References
Timeline
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Tanner Craven

Allen,TX

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

20
20
years of professional experience

Work History

Financial Consultant- Part Time

Craven Financial
08.2018 - Current
  • Guided clients on various investment strategies.
  • Provided expertise on investment portfolios exceeding $4 million.
  • Surpassed benchmarks by a 17% margin over the previous year.
  • Researched and evaluated various investments, such as stocks, bonds, mutual funds, exchange-traded funds, commodities, options, futures contracts.
  • Developed and maintained strong client relationships through exceptional service and communication.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Project Manager and Sales Representative

M.D. Roofing and Construction
06.2024 - 03.2025
  • Produced thorough, accurate and timely reports of project activities.
  • Conducted regular status meetings with internal teams and external partners to track progress against established milestones.
  • Communicated effectively with stakeholders to ensure project goals are met on time and within budget.
  • Built and established strong partnerships with teams, vendors and contractors.
  • Coordinated resources across multiple departments and teams as needed for successful completion of projects.
  • Conducted inspections of job sites for quality and progress.

Area Sales Director

Sun Run
10.2023 - 05.2024
  • Formulated and executed strategic sales plans to surpass revenue goals.
  • Identified crucial market opportunities within assigned region.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Implemented sales programs by developing field sales action plans.
  • Built relationships with customers and industry professionals to establish long-term business growth.

Economics Teacher & Varsity Coach

Richardson ISD
08.2005 - 08.2023
  • Created and presented interactive lessons on economic principles to high school students, achieving a 100% pass rate.
  • Oversaw operations of a top-performing 6A high school football program.
  • Explained monetary theory clearly and plainly to underscore how currency works and functions.

Education

Christian Leadership -

DESTINY LEADERSHIP INSTITUTE
05-2026

Bachelor - History/Political Science

MIDWESTERN STATE UNIVERSITY
05-2005

Skills

  • Effective Leadership
  • Client Relationship Management
  • Project Management
  • Strategic Decision Making
  • Cross-Functional Team Collaboration
  • Concise Verbal Communication
  • Data-Driven Insights
  • Budgeting
  • Effective Time Management
  • Microsoft Office
  • Google Workspace
  • Identifying Sales Opportunities

Affiliations

  • Founder of Soles for Souls NTX Non-profit
  • CityPoint Church
  • Allen Sports Association Coach

Accomplishments

  • Director of Volunteer Programs at CityPoint Church
  • 12-time District Champions

References

References available upon request.

Timeline

Project Manager and Sales Representative

M.D. Roofing and Construction
06.2024 - 03.2025

Area Sales Director

Sun Run
10.2023 - 05.2024

Financial Consultant- Part Time

Craven Financial
08.2018 - Current

Economics Teacher & Varsity Coach

Richardson ISD
08.2005 - 08.2023

Christian Leadership -

DESTINY LEADERSHIP INSTITUTE

Bachelor - History/Political Science

MIDWESTERN STATE UNIVERSITY

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Tanner Craven