Frank A. Palmieri Email and Phone Number
A dynamic self-starter with versatile skill set and experience in business and the arts. Strengths include: disciplined time management, acute attention to detail, flexible mindset for multi-tasking assignments, relationship building, and cool temperament under deadline pressure. My combined years of experience in financial advisory, client event coordination, and development work have resulted in business growth and measurable success in all my career efforts. My skill set encompasses sales, research, customer service, written and oral communication, and database organization. I've received multiple commendations for excellence in customer service. At present I'm working for a most dynamic company called, Accountability Plus, Inc., that has a well respected and long proven track record serving the S.B. community with Full Charge Bookkeeping, Payroll, and Controller Services. I focus my time working on Business Development for the firm, introducing our services and following up with new and prospective clients. I'm also the Sales Lead for our sister company, Payroll Vault-S.B., a boutique Full Service Payroll Company, specifically designed for small business with a suite of Auxiliary Services that incudes: HR Support, Pay-As-You-Go Worker's Comp Insurance, Electronic Time Keeping Solutions, Labor Law Posters, & Background Screening Checks. I'm proud to share that I also
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Payroll Sales And Client LiaisonPayroll Vault / Santa Barbara, CaUnited States
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Payroll SalesPayroll Vault Jul 2019 - PresentSanta Barbara, California AreaI've added to my resume of service at Accountability Plus to include "Payroll Sales Representative" for Payroll Vault--our sister company and local franchise in Santa Barbara. I head the effort in introducing local businesses and non-profits to Payroll Vault- a payroll service provider that offers expertise at the local level through dedicated payroll specialists assigned to every account. We also offer a menu of customized support services to address clients' specific needs or interest in: HR Support, Automated Time Keeping Solutions, "Pay-as-you-go" Worker's Comp Insurance, Labor Law Posters, and Background Screening Checks. I work with an amazing team who are solving problems and helping businesses grow every day by ensuring they're meeting deadlines and aligned with legal compliance. -
Client LiaisonAccountability Plus, Inc. Apr 2019 - PresentSanta Barbara, California AreaI've recently expanded my role in Business Development to include the duties of "Client Liaison" as a major part of what I do for Accountability Plus. As a Client Liaison, I help guide new clients through our tiered on-boarding process and provide answers to questions that may arise as we get them up and running into a solid and successful bookkeeping routine . I also conduct periodic check-ins with our clients to ensure we are meeting expectations and considering opportunities where we can add additional value to their experience. -
Bookkeeper / Business DevelopmentAccountability Plus, Inc. Aug 2016 - PresentSanta Barbara, California AreaProviding Full Charge & General Bookkeeping services for a variety of businesses: LLCs, Sole-Props, S-Corps, C-Corps, and Non-Profits in the Santa Barbara area. Proficient in QuickBooks Desktop and QuickBooks Online platforms. I work in collaboration and am supported by a great team of savvy professionals at Accountability Plus, Inc. More recently, I've stepped up to engage in Business and Client Development for our company, with pro-active outreach to individuals and small businesses looking for a local partner who can help them prosper and grow. I'm so very energized by the opportunities and possibilities I'm finding and helping to deliver! -
Board Member / Development OfficerArts For Humanity! Sep 2012 - PresentSanta Barbara, California AreaActive volunteer and board member for local area non-profit that provides support services to the developmentally disabled, at-risk youth, and senior communities of Santa Barbara County through the uplifting and healing benefits of the arts. Contribute targeted grant writing efforts to secure foundation grants and corporate sponsorships. Have researched, developed, and secured corporate and private donor donations numbering in the hundreds of thousands of dollars. Have produced and administered on-site help for community programs and fund raising events including: recruiting volunteers and interns, arranging for equipment and supply materials, orchestrating media placements and announcements. -
Tax Preparer / BookkeepingMcgowan Guntermann Jan 2016 - Apr 2016Santa Barbara, California AreaFilled in for 2016 Tax Season as a tax-preparer and lite bookkeeping. Provided assistance to the major partners of the firm in the preparation of IRS 1040 and 1041 Tax Returns and Extensions.Great learning and growing opportunity for applying some of the Accounting Education I'm currently getting at Santa Barbara City College. Will be graduating with an AS Degree in Accounting (Fall 2016). -
Financial ConsultantCharles Schwab & Co., Inc 2005 - 2012Santa Barbara, California Area(7 years)Developed and increased my business practice of new and existing clients with investible assets of +$250K by $50M. Excelled in relationship building and sales as a personal advisor to high net worth individuals, families, and small business. Experienced with retirement and estate planning, portfolio management, insurance and annuity sales. Also experienced in and recognized for residential mortgage and home equity line sales as a dual capacity employee of the affiliated bank operations. Formerly Series 7, 63, 65, 31 and CA Life licensed, NMLS registered and AAMS certified by the College of Financial Planning. Bonus participant for client satisfaction and revenue production achievements. -
Financial ConsultantValic/ Aig 2001 - 2005Ca Central CoastDeveloped new client enrollments and supported ongoing servicing of employer retirement plan participants per ERISA guidelines. Educated clients on benefits of 403B Tax Sheltered Annuity (TSA) and Defined Contribution 401K Plans. Field representative and financial adviser to various healthcare and education centers on the CA Central Coast (from Ventura to Paso Robles). Conducted one-on-one interviews and consultations, as well as on-site group presentations. Participated as an on-site vendor at various employer job fairs and company trade shows. Developed sales strategy, weekly travel contingency, and training support for newer FC recruits.
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ManagerDowney'S 1997 - 2000Santa Barbara, California AreaRestaurant manager for this acclaimed Zagat award-winning fine dining establishment, specializing in contemporary CA cuisine. Supervised a staff of 8 employees. Responsibilities included: hiring and scheduling of restaurant staff, provide training and guidance in food and wine service, monitor client reservations and seating, coordinate private party and catering sales. Extensive wine and food knowledge.
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Editorial Consultant / "Imagine: John Lennon"Andrew Solt Productions / Warner Bros 1987 - 1990Hollywood, CaFeature length documentary film released worldwide by Warner Bros. Editorial consultant to the director, serving as a personal representative of the Lenono Estate. Suggested various drafts of film sequences and scene architecture for consideration as the underlying spinal structure used in the final film release. Also served as consultant to the accompanying coffee-table book of the same title, “Imagine: John Lennon”, under the supervision of Sarah Lazin for Macmillan Books. Both assignments involved the organization, archiving, and transference of hundreds of hours of film, thousands of photographs, and various recordings of taped interviews.
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Archivist/EditorLenono 1985 - 1989NycServed as chief archivist for building the John Lennon Film/Video Library for the LENONO Estate.Created cross references and file architecture for a massive collection of film, video, photographic and audio recording elements that tracked the celebrated history of musician, artist, and author, John Lennon.
Frank A. Palmieri Education Details
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Film/Cinema/Video Studies -
Santa Barara City College3.9 Gpa -
Coursera.OrgVarious Online Courses -
New York University Tisch School Of The ArtsFilm /Tv Production/Communications -
Sbcc Adult Education
Frequently Asked Questions about Frank A. Palmieri
What company does Frank A. Palmieri work for?
Frank A. Palmieri works for Payroll Vault / Santa Barbara, Ca
What is Frank A. Palmieri's role at the current company?
Frank A. Palmieri's current role is Payroll Sales and Client Liaison.
What schools did Frank A. Palmieri attend?
Frank A. Palmieri attended New York University, Santa Barara City College, Coursera.org, New York University Tisch School Of The Arts, Sbcc Adult Education.
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