Tanner Hodges
Raleigh,United States
Summary
Finance professional with 3 years of experience in reporting, forecasting, and business planning. Demonstrated ability in clear communication and problem-solving, complemented by a strong work ethic. Proficient in Excel and financial modeling, with a focus on developing technical tools such as SQL. Committed to advancing in corporate finance through collaborative projects and hands-on experience.
Overview
3
3
years of professional experience
Work History
Licensed Brokerage Service Specialist
First Citizens Investor Services
Raleigh, North Carolina
10.2023 - Current
- Coordinated with field associates and external clients to ensure timely execution of multi-asset trading instructions.
- Delivered proactive client support by leveraging product expertise to align investment options with objectives.
- Acted as liaison among clearing firms, clients, and internal teams to maintain seamless operations.
- Fostered strong client relationships through effective communication and support initiatives.
Customer Relationship Advocate
Fidelity Investments
Durham, North Carolina
01.2023 - 10.2023
- Executed accurate and seamless transfers of client funds to minimize disruptions in financial activities.
- Cultivated trust-based relationships through strategic communication, enhancing client satisfaction and loyalty.
- Utilized advanced trading platforms for swift execution of mutual fund, equity, margin, and options trades.
- Guided clients in navigating Fidelity Investment systems, increasing their proficiency with various platforms.
Commercial Credit Analyst Intern
First Bank
Raleigh, North Carolina
05.2022 - 08.2022
- Developed and analyzed financial models to assess personal and commercial tax returns, supporting business unit strategies.
- Provided insights into loan portfolio performance through consistent reporting, identifying key drivers of financial forecasts.
- Collaborated with business leaders to review commercial and personal loan documentation, measuring strategic financial targets.
Education
B.S. - Finance and Banking
Appalachian State University
Boone, North CarolinaSkills
- SQL and Power BI
- Microsoft Excel
- Financial analysis
- Client relationship management
- Stakeholder engagement
- Strategic data management
- Effective communication
Licenses
- Financial Industry Regulatory Authority (FINRA) Series 7
- Financial Industry Regulatory Authority (FINRA) Series 66
- Financial Industry Regulatory Authority (FINRA) Series 63
- Financial Industry Regulatory Authority (FINRA) SIE
- North Carolina Life Insurance, Health, and Annuity, Variable and Annuity
- DataCamp SQL Associate, SQA0013322903044
- DataCamp Data Analyst in Power BI Career Track, Currently Enrolled
Timeline
Licensed Brokerage Service Specialist
First Citizens Investor Services
10.2023 - Current
Customer Relationship Advocate
Fidelity Investments
01.2023 - 10.2023
Commercial Credit Analyst Intern
First Bank
05.2022 - 08.2022
B.S. - Finance and Banking
Appalachian State University
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