Robert Falcon Email & Phone Number

-Perform and provide personal and business services to clients; all 1040 federal forms and corresponding schedules, federal form 1041, federal form 1065, all 1120 federal forms and schedules, foreign tax credits to include forms 1116 and 1118, basic bookkeeping and GAAP services. -Assess marketing and digital footprint for business and personal use.

Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.Applied due diligence procedures, life and disability insurance solutions.-Answered clients' questions about the purposes and details of financial plans and strategies.-Explained and documented for clients the types of services to be provided.

* Risk and Compliance Manager: Registered bank agent authorized to represent “The Bank” in all matters of due diligence; HSBC-Bank, Republic Bank, HRB-Bank, Santa Barbara B&T, and American Express Bank. Responsible for the training, coaching, due diligence, and financial regulatory compliance of 64 managers, 850 associates, working with diverse bank.

-Exceeded business metrics by 167% first year, 40% second year.-Area Manager accountable for the P&L of a new business start up operation comprised of ten offices. -Responsible for the recruitment, training, development, coaching, and leadership for ten managers, eighty tax professionals, a call center and supporting staff.-Developed and implemented.

• Supervised a team of tax specialists providing tax and financial services.
• Manage client needs with respect to tax services, federal and state tax compliance.
• Review the tax calculation of team specialists.
• Develop and sustain strong client relationships.
• Assist in new business development activities.
• Translate complex tax issues into simple terms to enhance client understanding.

• District Manager for 24 and 31 multi-unit district.
• Exceeded business metrics by 3%, 6%, and 12% consecutively.
• Developed and implemented business strategies growing a $2.5MM operation into a $6MM business.
• Financial Analyst: Responsible for the P&L of a Multi-Million, 24-31 multi-unit company district operation.
• Leadership Coach: Hired, trained, lead, coached, and inspired over 24 managers, 200 tax associates, 60 receptionists, 2 IT technicians, in a 24-31 multi-unit retail and channel operation. Trained and lead all.
• Business Development Manager/Analyst: Developed and implemented accelerated business growth initiatives, local advertising, guerrilla marketing, and exposure to social media sites, community involvement, and tactical.

Puerto Rico

• FDM responsible for the relationship between 6 franchisees owning 25 multi-unit locations in Puerto Rico and the Caribbean.
• One of two District Managers with responsibilities for Puerto Rico Company District Operations.
• Responsible for the P&L of a 17 office multi-unit retail and channel company district operation.
• Leadership: Hired, trained, lead, coached, and inspired over 400 employees in 30 retail locations to champion the client experience, implement business sales initiatives, and adhere to company policies.
• Business Manager/Analyst: Developed and implemented accelerated business growth initiatives, local advertising, guerrilla marketing, social media sites, community involvement, and tactical client contact. Analyzed.
• Operations Manager: Identified retail and Channel space locations, pinpointed preeminent retail or channel location within Mall, Shopping Center, Stand-Alone, or off- street locations. Negotiated lease contract..

• District Manager, Arlington District, Virginia
• Exceeded business metrics by 3% year over year., growing the business from $3MM to a $10MM district operation.
• Lead the district to the Top-Three Districts of the Mid-Atlantic Region. Developed three business units within the district. District Manager and Business Analyst responsible for the growth and development of the.
• Financial Analyst: Responsible for the P&L of a 17 office multi-unit district operation. Planned, organized and budgeted for maximum revenue growth and profitability.
• Leadership Coach: Hired, trained, lead, coached, mentored, and inspired 17 managers, over 300 tax associates, 40 receptionists, 2 IT technicians and 1 courier for a 17 office high-end operation. Coached and motivated.
• Business Development Manager/Analyst: Developed and implemented accelerated business growth initiatives; local advertising, guerrilla marketing, social media sites, community involvement, and tactical client contact..

Business Administration

Attended Baruch College for purpose of acquiring a B.B.A. Management, Minor in Financial Accounting

Tax Professional Certification, Ineternal Revenue Service - Taxation

Tax Professional Seminars / Continuing Education; November 1994 – December 1999, and 2007: - Puerto Rico Individual Tax Certification.

Management Analyst

Management Analyst Specialized Seminars, Leadership Training, Coaching, and Personnel Development; - Administrative Officers Program.

Education record

- Certified Linguist; Spanish Castilian and Spanish Latin American; June 1982 - Computer Programming - Certification - Personnel.