Nathaniel Sizemore Email & Phone Number

Radnor, Pennsylvania, United States

Acquired strategic sales methodologies aimed at enhancing Long-Term Care marketabilityAdministered 4 MoneyGuard Long-Term Care policies dailyCollaborated with 10 Financial advisors daily to provide clients with estate planning and optimal benefits on theirlong-term care insurance

Selected as one of 1,000 for an 18-month professional development program for high-achieving diverse talent. Complete business case studies and assignments to hone analytical, quantitative and technical skills. Attend conferences hosted by industry leaders, such as Deloitte, Linkedln, Clorox and Target

Filed 8 individual 1040 tax returns for the 2021 tax yearConstructed a presentation discussing the IRS code 453a and its application to clients filing tax returnsPrepped 10 working papers for the itemized deductions interest & ordinary dividends, and capital gains & losses for the individual 1040 tax return

Analyzed previous financial data to forecast future payments Best Buy will receive as commission from Cellular CarriersComputed 32 invoices on the accounts payable side from companies billing Best Buy for installment servicesAnalyzed write-off rates for each period within the fiscal year to look for anomalies within data

Pennsylvania, United States

Client Service interns worked full time, providing financial advisors and clients with information on how to regulate a 529 college savings plan. Duties performed were: withdrawals, contributions, checking account balances, AIP and ETF

Greater Philadelphia Area

Accounting interns worked full time, fulfilling the normal responsibilities of an accountant. Duties performed were: Expense Reimbursements, Student Loans, Loan Maintenance, Account-and-check balance, as well as incoming and outgoing wires.