Madison Patton Email & Phone Number

Michigan, United States

● Exhibited good time management skills in a high-volume, fast-paced environment.● Multi-tasked effectively, navigating multiple computer applications and systems.● Demonstrated a willingness to learn and work well independently or within a team.● Followed detailed written procedures and step-by-step processes with internal information.● Demonstrated good verbal and written communication skills.● Displayed problem-solving skills by working efficiently and prioritizing tasks.

Michigan, United States

● Worked to consolidate and stream-line processes for the accumulation of primary exposure data used for the purchase of workers compensation, auto and general liability insurance.● Consolidated sensitive information in sales tax, and income tax between all subsidiaries in Excel.● Worked within a team to effectively communicate to build the foundation of a corporate tax calendar.● Created an automated balance sheet and income statement to be presented to the Board of Directors.● Presented complete internship experience to Chief Financial Offer.

Richardson, Texas, United States

● Gained hands-on experience in main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning● Watched real client meetings, conducted financial analyses, and developed client deliverables on EMoney Advisor● Completed EMoney Advisor certification program● Gained experience using Asset-Map, Redtail CRM, MorningStar Advisor Workstation, and Income Lab, including live sessions with representatives from each company● Learned planning perspectives and best practices from 50+ industry experts● Interacted with guest experts and fellow Externs on live calls● Acquired 180 hours toward CFP® Board experience requirements

Detroit, Michigan, United States

● Engaged hands-on in preparing for goods, with substantial organization and planning with controlled communication ● Communicated with management and senior staff to address issues and concerns for over utilities ● Analyze dates and numbers of goods to access shelf-life ● Directed new employees with detailed instructions for tasks

Finance, General, Undergrad - Junior - 3Rd Year

Ged