Jamar Crew Email & Phone Number

Los Angeles, CA, US

Woodland Hills, CA, US

San Francisco, CA, US

-Prepare and review financial statements, tax returns, and other financial reports-Interview and onboard clients in congruence with their business alignment-Build and maintain book of business through timely communication and efficient service-Conduct tax planning and tax strategy to meet client specific needs-Meet with clients on regular basis to define.

GB

• Provide transaction cost analysis for organizations that undergo acquisition, merger, IPO, and Spins offs
• Project Management for implementation of earnings and profit studies for organizations impacted in Spin Offs, dispositions, mergers, and acquisitions
• Regular meetings on updates on any new tax laws affecting tax treatment of client transactions and with engagement teams to discuss project and system strategy
• Facilitate training of new team members on Global Information Reporting process, GAAP best practices, and transaction services
• Understand quality and risk management requirements, independence, system requirements, client lifecycle, client contracting, demonstrate knowledge through the development of project engagement acceptance to completion
• Provide regular status reports to the project managers keeping them apprised of overall project status

• Supported implementations for account support and reports.
• Identified problem components, analyze patterns, remove inefficient configurations or processes in internal workflows.
• Located trends and patterns escalate findings in violation with company policy.
• Reviewed of reported content escalated within turnaround times and company standards of quality.

• Managed inventory and sales accounting in accordance with supply and demand.
• Performed face to face sales to exceed sales goals and sales projections.
• Provided leadership with reports regarding expenses, revenue, and sales.

St. Louis, MO, US

• Planned, executed, and hosted three seminars regarding investing and financial objectives with VP's of Invesco and MFS
• Composed mock investment portfolio
• Conducted a community evaluation survey through door-to-door knocking
• Researched sectors of the economy in reference to the stock market
• Communicated with clients in reference to boosting office efficiency and seminar attendanceAttended investment meetings to understand strategy of client-advisor communication

Nationwide, US

• Attended workshops as well as seminars on etiquette and professionalism
• Focused on securing corporate internships to build a professional career and a network
• Practiced communication skills through mock interviews, etiquette courses, and formal social settings
• Dedicated to community service through different avenues such as Second Harvest Food Bank of Central Florida and the Boy's and Girl's Club of Orlando

New York, NY, US

• Performed bill reconciliation through excel spreadsheets
• Manually created bills for insureds/producers
• Trained employee on work process with excel and other applications
• Processed mailing and certified mailing

New York, NY, US

• Gained knowledge of the insurance industry and the Travelers Insurance company holistically
• Participated in severity round-tables to discuss files priced at an upwards of 1.5 million dollars
• Created a project on “Millennials in the Workplace” to present before audience of Inroads Region Director, Unit Managers, and VP
• Collaborated to create two presentations: “Millennials in the Workplace’’ and “How can Travelers attract and retain Young Professionals,” pitched to INROADS regional director, INROADS managers, Travelers unit/area.
• Attended leadership workshops and seminars at Travelers home office in Hartford, CT
• Attended two pretrial mediation to increase knowledge of negotiation

Orlando, FL, US

• Prepared and debrief team for room set up to allow speed and efficiency.
• Satisfied client’s requests through communication and listening skills.
• Assisted building manager by assuring proper room setup, client requests, and internal team challenges
• Monitored team by checking if room setup is properly done and teaching new employees proper duties

Integrated Business, Business Administration And Management, General

High School Diploma