Kenneth Edwards Email and Phone Number

• Generated weekly new client lists to help grow business by ~5%• Prepared or assisted in 10-12 tax returns for individuals and small businesses daily (corporate C and S partnerships)• Stayed updated on previous year’s tax laws to assist clients with back taxes for and help lower tax liability by more than 20%

 Propelled sales by bringing in $1M in assets a month, which resulted in being ranked in top 12% of performers for entire department Generated sales lead to financial consultants with the biggest lead earning more than $2MM in assets from client Monitored financial markets, demonstrated knowledge of investments and applied key principles appropriately to the individual client’s investment needs and inform clients of changes in their portfolio Identified leading indicators of client attrition to mitigate risks, provided highest level of service by quickly and accurately identifying customer needs and applied superior problem solving skills to resolve their questions and account-related issues Strengthened customer relationships by articulating the competitive advantage of E*TRADE product offering and its value proposition by anticipating needs and proposing (cross-selling) solutions  Helped develop a framework to increase sales leads in the department which resulted in the department having the highest leads in Q2

 Finished top 5 in department for invoicing for month of April Analyzed accounts and used problem solving to close out past due accounts and prepare them for invoicing Contacted 300 carriers per week for documents on all accounts by contacting carriers and customers by phone and email Responsible for monitoring and logging all receivable invoices for 15 specialized private accounts and keeping an accurate ag ain reports on a strict deadline Collaborated on a team of 4 to investigate practices in order to develop a framework to solve recurring problems and invoice over 5,000 loads a month Liaised with senior leadership and sought feedback to construct system increasing productivity and efficiencies to maintain a +90% completion rate on all accounts per month

 Collaborated with the firm’s partners to reconcile bank statements and balance sheets for firm’s clients Managed the bookkeeping and analysis for 10 revenue and expense accounts using QuickBooks and Excel Communicated with clients to prepare Individual, Corporate, and Partnership Tax returns with tax software ProSeries Instituted a Time budget on Excel that reduced time and increased efficiencies on tax return completions and administrative work Conducted a Tax Analysis for 50+ clients based on past and current finances to provide an estimate for the following year’s tax liability

Conducted studies on the usage of social media and popular trends amongst college students Surveyed several collegiate institutions in the greater Atlanta area on brand importance/usage/attractivenessCreated and presented fund-raising programs such as awareness stands at local schools to raise capital for AIDS awareness Competed in a nationwide marketing competition to advocate awareness for AIDS in Africa using marketing strategic planningServed as team leader to develop team marketing ideas and videos, and advertising schemes which led to the team receiving top ten honors

Used intuitive, creative thinking to approach defensive and offensive schemes for parliamentary debate Developed and amplified oral skills in order to present information to people ranging from 20 to 30 peopleResearched and assessed historic court cases on American and foreign law while engaging in team research on current events for debates

Served as a team member in assisting in handling court evidenceAnalyzed cases for study to help provide alternative approached to previous casesWitnessed criminal, civil, and business court hearing trials with educational feedback from state attorneys and judges

Trained in approaching systematic equations as they relate to business Conducted analysis on the importance of mathematics in society and business Competed in timed mathematical competition while using Microsoft Excel to provide solutions to real world applications