Tanner Cogar
Pittsburgh
Summary
Dynamic financial leader with a proven track record at Bank of America Merrill Lynch, excelling in relationship building and strategic planning. Successfully expanded a market by recruiting top talent and driving revenue growth through effective client engagement. Skilled in performance management and risk management, achieving significant results in team development and client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Consumer Investments Market Leader
Bank of America Merrill Lynch
05.2023 - Current
- Successfully built a top performing market in the Expansion Region.
- Recruited and developed top talent, growing from 4 to 13 financial advisors in 2 years.
- Established effective business partnerships in order to drive positive outcomes. Chosen by executive leadership to spearhead the Expansion Region's Business Integration initiative.
- Identified team weak points and implemented corrective actions to resolve concerns.
- Effectively drove business results within Bank of America's risk framework.
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2019 - 05.2023
- Consistently exceeded performance metrics, earning recognition from management for outstanding achievements in client satisfaction and revenue generation.
- Developed comprehensive financial plans to help clients achieve their short-term and long-term financial goals.
- Increased assets under management by actively building and maintaining strong client relationships.
- Achieved revenue growth targets by cross-selling bank products and services to existing clients.
- Obtained Series 9 & 10 Supervisory licenses during leadership development program.
Relationship Manager
Bank of America
07.2018 - 07.2019
- Achieved goals for sale of bank products and services and exceeded performance metrics.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Identified client referral opportunities for small businesses, home lending, and investment planning.
Financial Representative
Luttner Financial Group
12.2017 - 07.2018
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Met with prospective clients to assess needs, financial status, and eligibility.
Financial Representative
Northwestern Mutual
04.2015 - 05.2017
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Met with prospective clients to assess needs, financial status, and eligibility.
Education
Finance
Robert Morris University
Coraopolis, PASkills
- Relationship building
- Strategic planning
- Recruitment and hiring
- Team building
- Talent development
- Performance management
- Risk management
Accomplishments
- #1 performing market in the Expansion Region in 2024 & 2025 YTD
- Leader in Bank of America's Business Integration Initiative, driving client referrals to and from financial advisors
- #1 performing Financial Solutions Advisor in Pittsburgh, PA from 2020-2023
Certification
- SIE, Series 7, Series 66, Series 9, and Series 10 licensed
Timeline
Consumer Investments Market Leader
Bank of America Merrill Lynch
05.2023 - Current
Financial Solutions Advisor
Bank of America Merrill Lynch
07.2019 - 05.2023
Relationship Manager
Bank of America
07.2018 - 07.2019
Financial Representative
Luttner Financial Group
12.2017 - 07.2018
Financial Representative
Northwestern Mutual
04.2015 - 05.2017
Finance
Robert Morris University
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