Catherine Watson Email & Phone Number

Pewaukee, Wisconsin, United States

Work directly with Wealth Advisor teams to provide clients with an integrated wealth management experience. Plan efficient tax strategies for defined clients serving as primary tax resource. Perform tax related research to solve issues and implement strategies collaborating with Wealth Advisor teams. Prepare for and lead tax review meetings with current and prospective clients. Strategize and evaluate opportunities for tax planning and preparation workflow efficiency. Analyze and prepare U.S. Federal and State income tax returns. Advise clients through the tax preparation process. Establish and maintain relationships with tax clients to enhance the overall EIG experience.

Elmhurst, Il

Developed positive customer relationships through responsive, accurate service and sincere interest in and care for clients. Prepared and assembled materials for client meetings. Answered client phone calls, handled questions and concerns, as appropriate, and communicated actions to advisor. Updated Client Relationship Management (CRM) system with client information (Wealthbox). Maintained client personal and financial information in financial planning systems (Right Capital, eMoney, Riskalyze). Updated tax planning system (Holistiplan). Maintained workflow and task system for client activity (Hubly). Worked with back office (AE Wealth Management) to provide annuity and life product options to advisor. Generated annuity and life illustrations. Generated investment policy statements (IPS) per advisor. Participated in client meetings as requested. Prepared AUM and insurance new account paperwork, opened accounts, transferred assets, and submitted trades/index allocations to invest assets. Initiated and completed account servicing transactions (allocation, withdrawal, Roth conversion, address change, beneficiary change, death claim, et cetera) per advisor or client request. Completed data entry for tax returns as needed.

Ellisville, Missouri

Processed payroll for small business clients. Paid federal and state payroll taxes online using EFTPS and state websites. Filed and paid monthly and quarterly sales and use tax for MO, IL, KY, OH and TN. Prepared quarterly reports and completed electronic payments. Performed general ledger data entry as needed. Renewed business registrations online. Resolved payroll and sales tax notices. Answered phones and responded to client requests and questions.

Troy, Ohio And Manlius, Ny

Provided personal training to individuals and small group clients. Expanded business by developing and teaching course on positive change for fitness. Invited to local Walmart health fair due to networking.

Beavercreek, Oh

Led software teams, maintained schedules, tracked budgets, and presented status. Wrote technical, schedule, and budget responses to customer requests for proposal. Led efforts to achieve Capability Maturity Model (CMM) Level 3 for software.

Offutt Afb Omaha, Ne And Wright-Patt Afb Dayton, Oh

Master Of Business Administration (M.B.A.), Finance, General

Master Of Science (Ms), Mathematics

Bachelor Of Science (Bs), Mathematics And Computer Science

Accounting

Activities and Societies: ICPAS

Accounting

Activities and Societies: MOCPA