Christian Taulbee Email & Phone Number

Tampa, FL, US

Tampa, Florida, United States

Tampa, FL

• Engage with interested EB-5 investors and assist them with their entire application and immigration process
• Identify and sign new referral sources from around the world
• Manage all client and vendor facing web portals for compliance and general marketing purposes
• Coordinate online marketing efforts, including SEO for CTP and their partner EB-5 entity, the Florida Equity & Growth Fund Regional Center
• Prepare and deliver general presentations to EB-5 applicants via webinar or face-to-face in overseas markets

Tampa

• Coordinate wealth transfer strategies and estate planning needs for national and international HNWI
• Developing multiple forms of marketing outreach campaigns to attract new clients and apprise current clients of market trends
• Created company platform for attracting and retaining foreign national investors and HNW non-resident aliens
• Grow referral opportunities in EB-5 market space and local centers of influence

Clearwater, FL

• Facilitate yearly budget projections using ProfitStar as described by the Controller and CFO
• Build ODBC queries and SQL reports for accounting, collections, and financial analyst departments to assist with branch membership effectiveness, fee reversal reduction, and deposit to loan ratios, and branch.
• Develop and manage peer to peer reporting using Callahan's online software platform
• Track and book fixed assets for all branches and departments
• Oversee several reports for the Federal Reserve and other government agencies, including but not limited to the FR2900 and the quarterly 5300 Call Report
• Prepare daily income statement and balance sheet

• Provided direct oversight for entire accounting function including payroll, tax, accounts receivable, accounts payable, and general ledger administration
• Managed vendor relationships including interactions with wholesale suppliers and general support representatives (e.g. public utilities, advertising agencies, commercial real-estate providers, etc.)
• Conducted critical interactions with state government agencies, regarding sales and use tax, unemployment, child support, worker’s compensation, and county and city adjusters
• Lead all fraudulent and delinquent account cases independently and in conjunction with various law enforcement agencies
• Singlehandedly launched Google advertising campaign that increased internet traffic by 157% in the first 90 days
• Saved over $60,000 in unwarranted expenses in first year of employment

Bs, Business - Economics

Graduated Magna Cum Laude (3.79 GPA)

Aa, General Studies

Activities and Societies: Phi Theta KappaGraduated Summa Cum Laude (4.0 GPA) Recognized on President's Honor List