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

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