Prepare income tax returns for individuals, small business owners and nonprofit organizations. Provide accounting, business advisory services to small business owners. Devise and implement marketing and sales campaigns for client prospecting. Publish self help tax preparation books.• Assumed Executive Leadership role in a business startup• Publish articles around client financial literacy in various periodicals• Consistently update regulatory and compliance requirements

A financial literacy learning program filling the need to teach young people how to handle money.

Used licensing, training, and understanding of the securities and insurance industry and operations to provide financial advice to clients after assessing long term and short term financial goals. Managed individual assets utilizing a regulatory and compliance framework, wide-ranging investment and insurance strategies and products. Devised and implemented marketing and sales campaigns for client prospecting. Worked with various advisory teams to provide comprehensive client financial planning.• Assumed Executive Leadership role in a business startup• Published articles around client financial literacy in various periodicals• Consistently updated regulatory and compliance requirements• Introduced new marketing initiatives

Provided tax preparation services for individuals and small business within a regulatory framework. Devised and implement marketing and sales campaigns for client prospecting.• Exceeded tax preparation goals by 25%• Consistently achieved customer service satisfaction goals

Cross sold Banking and Securities products to clients and prospects. Prospected and identified leads from existing clients. Provided financial advice to existing clients and assessed long term and short term financial goals.• Promoted to Vice President and Small Business Specialist• Met or surpassed various sales goals• Traded currencies through Refco• Consistently achieved customer service satisfaction goals• Assumed marketing and sales leadership role in a new build branch startup environment• Consistently improved partner product knowledge and sales results• Consistently updated regulatory and compliance requirements

Cross sold Banking and Securities products to clients and prospects. Prospected and identified leads from existing clients. Provided financial advice to existing clients and assessed long term and short term financial goals.• Met or surpassed various sales goals• Consistently achieved customer service satisfaction goals• Initiated strategic alliances to achieve product sales goals• Consistently updated regulatory and compliance requirements

Managed small business and individual assets utilizing wide-ranging investment strategies and products. Devised and implemented marketing and sales campaigns for client prospecting. Worked with various advisory teams to provide comprehensive financial planning seminars.• Initiated strategic alliances to achieve product sales goals• Consistently updated regulatory and compliance requirements

Prepared Executive Summary of monthly audit reports for the Management Control Committee and Management Committee. Worked with superiors to prepare quarterly reports of the audit plan actions for senior corporate management. Prepared Departmental Performance Statistics based on the Audit Plan. Prepared Monthly Performance Summary for corporate reporting of the audit plan.

Provided senior management with daily and other periodic sales summaries and analysis. Accepted responsibility and brought stability and reliability to marketing and departmental expense accounting and payments. Performed price, return and cost analysis. Performed inventory sell through analysis.