Kyle Hammitt Email & Phone Number

• Analyze numerous financial statements and invoices in accordance with project managers to submit necessary forms of payment and information to vendors and clients• Accurately create and timely distribute entire monthly accounting report packages to the many clients we provide service for• Provide precise data management across several platforms to administer thorough and accurate information to our company, vendors, and clients

• Provide superior tax relief services to clients with all different backgrounds ranging from business to personal, and low- to high-net-worth individuals• Conduct negotiations with State Revenue agents to reduce clients’ tax liabilities• Analyze numerous financial statements working to prepare proposals for the IRS and State taxing agencies• Onboard clients and continuously maintain data integrity across all systems• Professional calendar management and plan meetings in accordance with clients, enrolled agents, and tax agencies• Studying to become a licensed Enrolled Agent

Milwaukee, Wi, Us

 Provided world-class client service at one of the most prestigious financial institutions in the Midwest, ranking on Fortune’s 100 Best Companies to Work For, for 20 consecutive years Built and developed integral relationships with high-net-worth clients, associates, and key business personnel Developed financial plans through MoneyGuidePro, marketing proposals, and effectively ran the entire administration of my financial advising team Generated proposals through Envestnet, coordinated client onboarding, and managed advisor prospects Provided much of the administrative assistance needed in our office such as scheduling events, onboarding associates, preparing expense reports, and leading the United Way fundraising partnership for our branch Responsible for the integration of CRM, Client Service Model, and Multi-Generational households for my team Wisconsin Life and Accident & Health Insurance licensed

Muskego, Wisconsin, Us

 Conducted an analysis of past years of business spreadsheets and audits  Generated an evaluation document that provides fiscal analysis for data-based input  Reviewed, collected, and analyzed demographic data pertinent for improving management and fiscal operations Prepared management, operational, and training report recommendations for Muskego Tire and Auto LLC staff

Port Washington, Wisconsin, Us

 Professionally served customers while providing a variety of banking services and exceptional customer service Assisted the manager and supervisor with internal banking operations Engaged in company-wide conference calls Provided volunteer service for community events

- Assist in setting up production stations - Operated live stream cameras for online viewers to watch collegiate sporting events- Edited film to produce highlight videos

- Managed problems with unruly fans at entrance gates and our stationed portals- Assisted fans inside and outside of the stadium to ensure they received the greatest fan experience with the best treatment possible

- Gathered and organized large cash deposits and gave change to many ticket sellers at gates throughout the fairgrounds- Trusted to handle thousands of dollars every day all while walking through state fair park amongst fairgoers- Helped others in this position to understand their role; frequently called upon to work shifts during the riskiest times

- Utilized marketing and advertising skills to gain participants, a fan base, and sponsors from local businesses to support our event- Delegated fellow peers and classmates to tasks including: sponsorship, promotion, logistics, fan experience, and event staff- Lead the team to a successful event while using problem solving skills to keep the event running smoothly as few problems occurred during the event

Bachelor Of Science In Personal Finance, Finance And Financial Management Services

Master'S Of Business Administration And Management, General

Business Administration And Management, General