Tanner Hoffman, Cfa Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Minnesota

Henderson, Tn

Assisting financial advisor in creating investment portfolios and maintaining client income solutions. Worked with a variety of investment products including: life insurance, annuities, stocks, bonds, mutual funds, ETFs, UITs. Additionally, I am in charge of creating client hypothetical illustrations for client appointments.

Henderson, Tennessee

My primary tasks are centered around assisting other employees in preparing for client meetings, I confirm cost basis and amount invested information is correct for creating client reports.

Member of student led Clayton Investment Fund, managing a $1.1 million portfolio. My primary duty involved in analyzing the fund's portfolio to identify investment risks and opportunities. Through this analysis we set parameters for sector allocations. I also assisted other team members in deciding the weights of individual securities to create an optimal, well-diversifed portfolio. My other main responsibility involved creating and updating Mircosoft Excel spreadsheets used in our analysis. Secondarily, I was in charge of screening and analyzing securities in the telecommunications sector. We primarily used value orientated analysis in our search for securities.

Member of Clayton Investment Fund, a student led investment fund managing a $1.1 million portfolio. I was in charge of screening and finding individual securities for potential purchase and monitoring companies already owned in the industrials and financial sectors. As a team we searched for quality companies to purchase using primarily value oriented analysis.

Spencer, Wisconsin

2010-2013: My primary responsibility was in customer service. I facilitated and processed customer transactions, recorded loan payments and assisted in imaging and vault/cash balancing.Summer 2013: I worked primarily as an intern in investments. I Assisted in creating and rebalancing client portfolios and analyzing investments using the CAPM.Summer 2014: My main responsibility was to lead in the writing of the procedure for loan imaging. I wrote the process and trained employees on how to scan and store loans into the computer database. I also worked as a commercial loan assistant gathering required paperwork and financials of loan customers.

Bachelor’S Degree, Finance, General

Marketing Certificate, Business Administration And Marketing, General

Marketing certificate program received 16 credit hours of education from Northcentral Technical College while a senior in high school

High School, General Studies

Activities and Societies: National Honor Society, FBLAGeneral high school education, received 3 AP hours from passing the AP Psychology.