Michael P. Email & Phone Number

50 North Front Memphis, TN 38103

• Analyze and review various security transactions to determine proper cost basis calculations
• Significant interactions with financial advisors and various operational areas regarding principals of fixed income and cost basis regulations
• Interpret comprehensive corporate action events that directly impact client tax liabilities
• Assisted in client tax relief strategies
• Ensure due diligence regarding client financial statements
• Reconciled clients realized gain/loss reports and monthly financial statements

• Responsible for assessing and diagnosing customers specific clothing needs
• Produced reputation for exceptional customer service through positive customer contact. As a result, established a clientele of more than 2,800.
• Exceeded sales goal of $25,000 per month, resulting in monthly and quarterly bonuses
• Established a repeat customer base and genuine rapport with patrons
• Developed problem-solving skills through prompt grievance resolution to customers' needs and concerns
• Led district in two month St. Jude donation contest, amassed 220% over goal

• Generated MAAR data entries, and scheduled appointments
• Researched and emailed properties to clients
• Ensured contracts were updated and filed accurately

Bachelor Of Business Administration (Bba), Business Finance

•Performed profitability analysis case study on Coca-Cola to determine how efficient the company’s assets were being used. The main focus.

Associate Of Science (A.S.), Business Administration

•Earned Dean’s List academic recognition while competing in major team sports •Achieved comprehensive Microsoft Excel exit examination.