Dave Hartman Email & Phone Number

Atlanta, GA, US

Atlanta, Georgia, United States

- Work with internal partners to identify both new & existing clients to identify client opportunities to procure federal & state R&D opportunities.- Manage a book of business for existing clientele, and annually identify new qualified research initiatives that will generate further R&D annual benefits.- Prepare R&D credit calculations, deliverables, and.

Greater Atlanta Area

- Negotiating and implementing incentive packages primarily for large Fortune 500 companies expanding within the continental United States- Secured $6 Million incentive package for a rapidly growing medical and software technology firm for expansion of their headquarters facility.- Managed the annual compliance for negotiated incentives related to a $130.

Greater Atlanta Area

- Responsible for managing "National Accounts." (Companies with more than 1000 employees)- Research and calculate tax credit work for clients in various industries. Communicates tax credit opportunities to clients via an incentive analysis presentation.- Prepare client information requests and assists in reviewing information prepared by tax analysts..

Greater Atlanta Area

- Responsible for managing ADP's "Major Accounts" (Companies with less than 1000 employees) - Research and calculate tax credit work for clients in various industries. Communicates tax credit opportunities to senior management.- Performs self review of tax credit work.- Prepares client information requests- Knowledgeable of company-wide product offerings..

Greater Atlanta Area

- Responsible for managing ADP's "Major Accounts" (Companies with less than 1000 employees) - Research and calculate tax credit work for clients in various industries. Communicates tax credit opportunities to senior management.- Performs self review of tax credit work.- Prepares client information requests- Knowledgeable of company-wide product offerings..

- Responsible for managing 700 accounts and $10 million in deposits.- Cross-sell multiple bank products and services via telephone and email.- Conduct background checks on all new small business applicants using Accurrint.- Verify corporate filings in accordance with state law. Includes fictitious/assumed name filings.- Approve/Decline client small.

Perform account maintenance.Make basic decisions on service charge waivers.Cross-sell bank products and servicesProcess fulfillment requests up to a 125k.Process small business bank wire transfer requests.Maintained a 97.5% average on bank compliancy/regulatory tests.Achieved monthly bonuses 19 consecutive months in a row as a result of cross-selling.

Provide customer with product information and new and used vehicles. Includes a comparative analysis on competitor's makes & models sold by competitors.Discuss financing options through Mazda of North America.Develop referral business by providing exceptional service.Achieved over $750,000 in total sales.

Responsible for guest check-in/check-out.Verify and post all credit card receipts received on a daily basis for the hotel.Verify and balance cash and tip entries reported for all restaurant, bar, and conference room employees. Responsible for reporting discrepancies to Hotel Accountant.Generate spreadsheets for reporting daily, weekly, and monthly revenue.

Masters In Business Administration, Mba

Executive Masters Program

Bachelor Of Business Administration - Bba, Accounting And Finance

Activities and Societies: Kappa Sigma Fraternity

Bba, Finance