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Skills

  • Process improvement
  • Results-oriented
  • Kennel cleaning and sanitizing methods
  • Proficiency in team leadership
  • Time management skills
  • Customer needs assessment
  • Quick learner
  • Team management
  • Problem resolution
  • Internal auditing

Work Experiences

  • Achieved results within one year.
  • Created boardroom and courtroom multimedia presentations that included video and text-synced depositions for better understanding.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Advised clients on employer-sponsored IRA rollovers, resulting in $17 in new assets under management for Ironclad Systems.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.
  • Achieved sales goals in 2023.
  • Achieved a 65% reduction in service time.
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals.
  • Transported Adobe Creative Suite to one year customer locations.
  • Suggested financial solutions in terms of tax implications.

Summaries

  • Achieved 78% fewer account issues.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved a 74% improvement in account longevity.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Team player who excels at collaborating with hardware and software experts to create a cohesive and successful design.
  • Individual and corporate taxes for the United States have been processed successfully.
  • Within Miscellaneous, senior IRA Specialist and outstanding performer in budget management and project management.
  • Tax Examiner with 12 years of experience in tax preparation.
  • Costs were consistently reduced while profits were increased.
  • Dynamic communicator who consistently outperforms company goals and expectations.

Accomplishments

  • Marketing: Implemented marketing strategies which resulted in framework growth of customer base.
  • Advised senior management on IRS updates affecting IRAs, driving the adoption of new procedures that reduced compliance risks by 49%.
  • Monitored
  • Solved
  • Integrated
  • Trained
  • Won
  • Guided
  • Designed and implemented a standardized IRA account maintenance process that improved administrative efficiency by 52%.
  • Proposed

Affiliations

  • Institutional Retirement Income Council (IRIC)
  • Bank Insurance and Securities Association (BISA)
  • American Society of Safety Professionals
  • Retirement Industry Trust Association (RITA)
  • National Association of Plan Advisors (NAPA)
  • Investment Management Consultants Association (IMCA)
  • National Association of Retirement Plan Advisors (NARPA)
  • Project Management Institute
  • Toastmasters
  • Retirement Research Consortium (RRC)

Certifications

  • Risk Management Certificate in Retirement Accounts from Meridian
  • ServSafe
  • Cisco Certified Internetwork Expert (CCIE)
  • Uniform Combined State Law Examination (Series 66)
  • Certificate in Retirement Planning from Ironclad Systems
  • Retirement Income Certified Professional (RICP)
  • CompTIA Security+
  • First Aid/CPR Certified
  • Advanced IRA Strategies Credential from Lakeside Partners
  • Certified Financial Planner (CFP)

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