Corey Hoggard Email & Phone Number

Salt Lake City, Utah, US

• Managed P&L for dedicated division, corporate safety, legal and compliance support divisions.
• Assumed responsibility for forecasting and budgeting for a major operating division and corporate support division.
• Expertise in preparing, consolidating, and analyzing financial data and management information system reports.
• Provided analysis and insights on new startups within the division and assisted with contract negotiations and pricing models.

Newport News, Virginia, US

• Conducted analysis and audits of government contract proposals valued at over $13.5 million.
• Offered guidance on purchase orders, cost and price analysis for multibillion dollar defense contracts.
• Developed reports and recommendations on cost analysis for major purchase orders.
• Created robust models and reports to assist executive-level decision making.
• Synthesized and analyzed financial data, including budgets and income statement forecasts, with a focus on aligning with company goals.

Raleigh, North Carolina, US

• Collaborated with bankers, legal professionals, and accountants to acquire new trust and investment management clients.
• Provided exceptional service to all clients and partnered with Wealth Advisors and Relationship Managers to maintain long-term relationships.
• Conducted cash analysis, bond ratings and investment analysis on portfolios valued at over $5 million in assets.
• Led and facilitated the monthly trust committee meeting with bank executives.
• Closely worked with product managers, senior client portfolio managers and research analysts to evaluate potential opportunities and risks for existing products.

Asheboro, NC, US

• Advising high net worth clients on IRA, trust and wealth accounts.
• Analyzing cash, bond ratings and investments on portfolios valued at over $5 million in assets.
• Facilitating and leading the monthly trust committee meeting with bank executives.
• Building and nurturing banking and investment relationships with wealth and trust clients.
• Collaborating with product managers, senior client portfolio managers and research analysts to evaluate potential opportunities and risks for existing products.

Raleigh, NC, US

• Providing personal financial counseling, assisting with lending services, and building relationships with existing customers to sustain high satisfaction ratings and retention.
• Reviewing and approving overdrafts and checks for cashing, and answering questions related to accounts, loans, and statements.
• Preparing credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; preparing loan worksheets for submission to loan processing for closing documents.
• Coaching team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.