I am a CFA charterholder transitioning from corporate treasury into capital markets and investment management, bringing a unique blend of analytical rigor and operational execution to portfolio and capital allocation decisions.

My background bridges investment analysis, debt capital markets, and balance sheet strategy. I have owned end-to-end decisions on FX exposure management, debt portfolio optimization, liquidity planning, and fixed income execution. This work translated market signals into frameworks that improved forecast precision by 25% while strengthening how currency and balance sheet risks were evaluated at the enterprise level.

What differentiates my approach is decision ownership, not just analysis. I frame the problem, evaluate scenarios using derivatives and fixed income instruments, assess counterparty and liquidity risk, recommend the action, and implement the solution. Then I communicate implications clearly to CFOs and senior leadership. I work where judgment determines outcomes, not just process.

I am pursuing roles in capital markets, investment management, and portfolio management where my treasury foundation becomes an advantage: understanding how funding costs, balance sheet constraints, and liquidity dynamics influence investment decisions. This includes portfolio manager, investment manager, and capital markets roles at asset managers, insurance companies, corporate treasuries, and financial institutions.

Tristan Kelley

Rawls Street Financial Advising

I partner with clients to create a tailored roadmap for retirement planning, retirement income solutions, 401k and IRA rollovers, education saving, and wealth building.

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Registered Representative

Investment Advisor Representative

Pacific Crest Trail

Took time off working to hike the Pacific Crest Trail Northbound from Mexico to Canada - 2,653.2 miles.

Thru Hiker

Total Quality Logistics

As a Logistics Account Manager, my responsibilities included sales and client acquisition, where I was responsible for lead generating, cold calling, selling, and closing new client accounts. As an Account Manager, I bid on freight, negotiated carrier contracts, and scheduled and monitored the shipment of the client’s freight. Addressed problems and conflicts with a solutions first approach and open communication. 

	Reached the company’s standard for “success” in 30 weeks instead of the expected 52 weeks
	Exceled in sales remaining in the top 10% of my tenure group in the company 4 out of 5 years of selling
	Achieved San Antonio Office’s top salesperson for 2018
	Implemented a training program, as a Founding Team Member of the San Antonio office, that helped the office grow from 7 to ~35 people, & from ~$30k to ~$70k in weekly revenue
	Mentored trainees on my account with the highest mentee success rate in the San Antonio office
	Trained multiple successful sales associates as a Sales Team Leader

Logistics Account Executive

Macy's

Sales Manager

Welcome to this page. My name is Hannah Rawls, Founder and Financial Advisor with Rawls Street Financial Advising. My goal is to help create stronger financial literacy and investment habits by empowering and educating my clients. 

I specialize in financial planning & investment management. Whether it is about retirement, retirement income, college fund, or estate planning, as well as 401k rollovers, long-term care and life insurance. All my services are geared toward helping people take charge of their financial future by planning today. 

Hannah Rawls is an independent Registered Representative with Securities America, Inc.

Securities offered through Securities America, Inc., member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Rawls Street Financial Advising and Securities America Co. are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all customer experiences.

taplio

The Battle

Tristan Kelley

Hannah Rawls

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