Dylan Higgins Email & Phone Number

Houston, Texas, United States

Houston, Texas, United States

• Prepared tax credit calculation models
• Drafted, reviewed, and finalized analysis reports to clients
• Collaborated with project manager on a daily basis to find ways to push studies forward
• Conducted data research for the Research & Development tax credit
• Trained India team and new hires on all aspects of the job
• Head group projects assigned by Lead Associate

Houston, Texas, United States

• Created custom debt elimination plans.
• Helped clients reach financial goals.
• Determined suitable savings and investment plans for clients.
• Hired and trained new representatives.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Assessed customer needs to build and present appropriate strategies.

Sugar Land, Texas, United States

• Worked with the worldwide industry leader for Global Market Intelligence
• Worked with Excel, Word, and other software
• Worked with multiple departments (Marketing, Sales, Research) to accomplish a variety of objectives (Searching for, obtaining, and distributing leads, clean up database for more efficient use)
• Became proficient in navigating an international database that aided sales team
• Revised and edited confidential reports to create the final product for customer… Show more
• Revised and edited confidential reports to create the final product for customer use