Tanner Fitzgerald
CPA
Tanner’s previous experience includes a role as a credit auditor for PNC Bank, specializing in troubled debt, and at with Bridgeway Capital, Inc., a mission-based commercial lender where he operated as a commercial real estate lender. In that role, he facilitated loans for more than 100 mission-based minority and women-owned businesses in disadvantaged communities in the greater Pittsburg, PA, area.
As an entrepreneur, he specialized in investing and consulting to closely held businesses, and these skills strongly complement the Birwood mission of meeting the needs of mid-market customers. Within the BeneSolve model, his focus is on overseeing compliance and funding methods for health and welfare plans, succession planning for closely held business, and executive compensation strategies. Tanner holds a B.S. in finance from Penn State University and is a certified public accountant (CPA).
