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Skills

  • Tax preparation
  • MS Office
  • Bilingual in Spanish
  • Territory Sales Experience
  • Contract auditing
  • Positive learning process
  • Communications
  • Initiative equipment
  • Results-oriented
  • Accounts payable/receivable

Work Experiences

  • Achieved a 36% compliance success rate.
  • Conducted an initial client assessment and analysis to begin the research process.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Assisted clients in planning and funding their retirements through the use of mutual funds and other options.
  • Transported Adobe Creative Suite to one year customer locations.
  • Advised clients on Roth IRA conversion strategies.
  • Created a new employee evaluation process that resulted in significant performance improvements.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Advised clients on employer-sponsored IRA rollovers, resulting in $17 in new assets under management for Ironclad Systems.

Summaries

  • Costs were consistently reduced while profits were increased.
  • IRA Specialist is a multi-talented IRA Specialist who is consistently rewarded for planning and operational improvements.
  • Strengths in workflow optimization and process improvement backed up by Miscellaneous training.
  • Fair Tax Examiner with 13 years of experience working in Boston as a IRA Specialist.
  • Professional with 10 years of progressive experience in the field who is highly organized and detail-oriented.
  • Well-versed in initiative document verification and individual metric and system details review.
  • Capable of quickly and accurately reviewing large data sets to ensure data integrity.
  • Looking for a challenging new role with a growing team where I can apply my expertise and extensive experience in software engineering.
  • IRA Specialist with 15 years of successful budget management and team leadership experience.
  • Clear understanding of vendor management and risk assessment as well as stakeholder engagement training.

Accomplishments

  • Developed personalized retirement investment roadmaps for 10 clients, achieving a growth in overall portfolio contributions by 50%.
  • Recommended
  • Educated 5 high-net-worth clients on IRA investment strategies, increasing account contributions by 31% in 2019.
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Represented
  • Advised senior management on IRS updates affecting IRAs, driving the adoption of new procedures that reduced compliance risks by 49%.
  • Solved
  • Monitored
  • Marketing: Implemented marketing strategies which resulted in framework growth of customer base.
  • Advised 9 clients on charitable contributions and conversions related to their IRAs, improving tax savings by 58%.

Affiliations

  • Certified Retirement Services Professional (CRSP) – ICBA
  • Society of Women Engineers
  • Employee Benefit Research Institute (EBRI)
  • Jaycees
  • Association of Information Technology Professionals
  • American Retirement Association (ARA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Self-Directed Retirement Plan Professionals Association (SDRA)
  • FRM (Financial Risk Manager) Global Association of Risk Professionals
  • National State Auditors Association (NSAA)

Certifications

  • Certified Private Wealth Advisor (CPWA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Business Analysis Professional (CBAP)
  • IRA Compliance Specialist from Cedar Works
  • Project Management Professional (PMP)
  • CompTIA A+ Technician
  • Advanced IRA Strategies Credential from Lakeside Partners
  • Certified Financial Planner (CFP)
  • IRA Distribution Specialist Credential
  • Risk Management Certificate in Retirement Accounts from Meridian

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