Tara Wagner

About Tara Wagner

Hardworking and dedicated job seeker looking to maintain a full-time position that offers professional challenges utlizing interpersonal skills, excellent time management and problem-solving skills. I have a Bachelors in Finance from the Belk College of Business at UNC Charlotte. Prior to this, I have received an Associate\'s in Arts degree from Central Piedmont Community College. I have 5+ years experience in customer service in the hospitality industry ranging from food and beverage to hotel and lodging. I also have sales experience working as a licensed personal lines agent through Guided Solutions at Baldwin Risk Partners. As I\'ve grown up I\'ve learned that I love helping people, calling things my own, and working towards a goal. I excel in analyzing data, making plans, working with numbers, working with people, and leading groups of people. My many years of customer service jobs have helped me learn how to adhere to the public and network. Going forward with my financial career I am excited and passionate to help execute and analyze various financial reports. I am not afraid to lead in different financial projects that have to do with analyzing and planning. I am interested to learn new software techniques and to learn how to excel in the financial industry.

Experience

1. Money Movement Specialist

   TIAA

   Feb 2026 — Present · Charlotte, NC, US

Education

• University of North Carolina at Charlotte

  Bachelor of Science - BS, Finance, General

• Central Piedmont Community College

  Associate of Arts - AA