Emily Verdone, Cpa, Cfp® Email & Phone Number

Sycamore, Il, Us

St. Charles

- prepare and review individual tax returns and fiduciary returns with a focus on high net worth individuals - prepare and review investment partnership 1065 returns- assist in managing client relationships- prepare and review tax projections- prepare cash flow and retirement planning Monte Carlos and assist wealth management team with planning- attend investment committee meetings and assist with fund research

Naperville

•Prepare individual, trust, and business income tax returns •Assist in estate and individual tax planning•Assist in preparation of reviews and compilation financial statements and related bookkeeping. •Interact directly with clients and client agents •Record monthly activities in a bookkeeping role for businesses

I work with Excel on an everyday basis. I have also learned to adapt to the professional environment and how to work well under a variety of direction. I also work with customer service via communication through telephone, e-mail, and face to face. I am often tasked with the responsibility to finish my work when due and am left in charge of the office for periods of time.

Dekalb, Il

I co-lead all the college events at the Newman Center. I was in charge of planning and creating new events, making sure everyone was on task, recruiting new college students to attend events and become a part of Newman. I lead a large group of students who have volunteered their time to help with events. I worked with students on an instructional and teamwork basis and spoke in front of large groups and individuals on a more personal level. I held students accountable for any commitments they… Show more I co-lead all the college events at the Newman Center. I was in charge of planning and creating new events, making sure everyone was on task, recruiting new college students to attend events and become a part of Newman. I lead a large group of students who have volunteered their time to help with events. I worked with students on an instructional and teamwork basis and spoke in front of large groups and individuals on a more personal level. I held students accountable for any commitments they have made and complete any work that they missed. Show less

I worked at a 24/7 service center for students living in Residential Halls. I also supervised other workers and was held responsible for access to keys and inventory. I was tasked with following protocol and being prepared for any situation at any time of day or night. I was often left alone and held accountable for completing tasks. I was promoted to supervisor after only a semester of work.

I worked in customer service. I had to analyze situations as a hostess to keep customers happy and keep the restaurant running smoothly. I had to solve problems with orders, make decisions on which tasks were most important and needed completed first.

Master'S Degree, Accountancy

Bachelor Of Science (Bs), Accounting

Activities and Societies: Beta Alpha Psi, Student Ministry Team, Student Accounting Society, Career Compass, Business Passport, Higher.

High School, High School/Secondary Diplomas And Certificates

Activities and Societies: National Honors Society, Golf team-Captain, Boys track team-Statistician