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 including influencers strategy and media targets-Provide business assessments, plans, strategies and intelligence-Volunteer work with seniors, veterans, and dog rescuers

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, and the responsibilities to be taken by the personal financial advisor.-Sell financial products including life insurance, college funding and retirement instruments.-Task Open Source and Commercial Business Intelligence software for data: Jasper, KNIME, Open Office, Libre Office, Oracle (Hyperion), SAP (Crystal) and Microsoft (SQL). -Perform data input, queries, and analyze stream reports for arquitecture of business strategies. -Develop marketing strategies to prospect for potential new clients and turn into business growth opportunities creating additional revenue. -Analyze client data, implement business growth strategies, and target as appropriate within business-2-business market and geographic area to ensure growth opportunities.-Meet potential clients by growing, maintaining, and leveraging business network.-Identify potential clients, develop strategic client service approach and consult with decision makers within the client organization.-Research targeted information, build relationships with new clients, in order to reduce loss. -Schedule meetings with clients to provide business agenda and present growth opportunities. -Develop and create proposals that speaks to the client’s needs, concerns, and objectives.-Consult on pricing solutions and service architecture.-Manage concerns by analyzing situations, emphasizing agreements and working through resolutions. -Apply leadership skills to persuade and negotiate appropriate business outcome. -Provide professional and ethical business standards that supports client confidence.

* 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 accounts and products. Supervised federal compliance of audits, security management, business, and client records, and documentation management. Supervised bank-client relationship audits.*Management Analyst; GS-343-9/13: Responsible for providing support to the federal government. Primary responsibility to serve as analyst and adviser to management on the evaluation of and effectiveness of government programs and operations, the productivity and efficiency of management of Federal agencies or both. Utilized knowledge of agency programs and missions, policies, and objectives to develop analysis of management principles and processes. Developed position classification language for the HRDG department and agency clients. Utilized skills in application of fact finding and investigative techniques, oral and written communications, and development of presentations and reports. *Military Non-Commissioned Officer Staff Sergeant (E-6) -Intricate member of the “Marielito Cuban Mission” providing linguistic support between Cuban refugees and the Department of Defense, Department of State, and Homeland Security vetting their identity and documenting their immigration status. -Provided personnel administration support to headquarters command for incoming personnel. -Provided specialized support to the 7th Special Forces Group Panama. -Provided support to the U.S. School of The Americas with the training mission of foreign officers. Provided leadership and management support to twenty five hundred recruiters and support staff for recruitment of enlisted personnel in thirteen states and the District of Columbia.

-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 strategic business, marketing, and advertising initiatives.-Provided Strategic consulting to the Divisional Vice President, including business strategy, expansion, and overall strategic development.-Performed financial management analysis: Managed, monitored, analyzed, and adjusted business strategies based on projections and revenue. Adjusted budget based on labor, operational, and miscellaneous expenses. Analyzed projected growth and revenue against business opportunities and budget. -Managed operations for ten professional services retail offices providing full customer service on banking, financial, and client warranty products. Generated and analyzed management, accounting, and financial reports. -Formulated strategic growth initiatives. Advised new businesses on formation of corporations and business structures, drafted marketing partnerships, and the overall business growth strategy. -Supervised the day-to-day administration of the Organization. Coordinated, produced, and oversaw advertising and marketing activities. -Prepared the annual budget and financial reports, which include balance sheets, income and expenditures statements.-Managed the call center and client services department.-Performed purchasing agent and logistics manager duties.

• 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.• Keep up-to-date on current tax practices and changes in tax law.• Provide industry knowledge and experience.• Mentor, supervise, and train tax staff.• Provide innovative tax planning, consulting, and compliance expertise to clients. • Monitor client services team on client engagements and performance.• Conduct primary and secondary review of complicated or complex income tax returns including Corporate, S-Corp., partnership, and individual clients. • Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively. • Multi-state income tax knowledge, federal and state amendments, unity, apportionment and state tax provisions. • Knowledge of State tax audits and controversy, incentives and credits, and transactional taxes including, sales/use and property taxes.• Consult, work with, and assist senior management with client service, make recommendations on business and process improvement and serve as a business advisor to client.

•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 associates to champion the client experience, implement business sales initiatives, and adhere to company policies. •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 client contact. Analyzed business growth expansion opportunities, performed analysis for market suitability, developed ROI business expectations reports, generated market census projections, and made final determination of business space location. •Operations Manager: Identified retail and channel space locations for strategic placement, pinpointed preeminent retail or channel location within Mall, Shopping Center, Stand-Alone, or off- street locations. Negotiated lease contract. Accepted bids for retail box build-out. Hired construction build-out contractor, carpet, electrical, and HVAC contractors. Supervised the box build out and assured turnkey readiness by short-term deadline. •Talent Development Manager: Managed and performed the role of dean for a professional training course. Analyzed human capital needs, formulated class schedules, instructed, and trained course instructors. •Business Analyst: Prepared reports for the Regional Director, Managing Vice President of the Territory, and World Headquarters directors, project managers, and administration staff.Franchise District Manager and Business Consultant

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 business growth expansion opportunities, performed analysis for market suitability, developed ROI business expectations reports, generated market census projections, and made final determination of business space location. •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. Accepted bids for retail box build-out. Hired construction build-out team, carpet, electrical, and HVAC contractors. Supervised the box build out and assured turnkey readiness by specified deadline.•Talent Development Manager: Managed and performed the role of dean for a professional training course. Analyzed human capital needs, formulated class schedules, instructed, and trained course instructors. •Prepared reports for the Regional Director, Managing Vice President, and World Headquarters directors, project managers, and administration staff.

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 district and resources. •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 the teams to champion the client experience, implement business sales initiatives, and adhere to company policies. •Business Development Manager/Analyst: Developed and implemented accelerated business growth initiatives; local advertising, guerrilla marketing, social media sites, community involvement, and tactical client contact. Analyzed business growth expansion opportunities, performed analysis for market suitability, developed ROI business expectations reports, generated market census projections, and made final determination of business space location. •Operations Manager: Identified retail space locations, pinpointed preeminent retail channel location within Mall, Shopping Center, Stand-Alone, or off- street locations. Negotiated lease contract. Accepted bids for retail box build-out. Hired construction build-out speacialist, carpet, electrical, and HVAC contractors. Supervised the box build out and assured turnkey readiness by specified deadline. Purchased logistics for district.•Talent Development Manager: Managed and performed the role of dean for a professional training institute. Analyzed human capital needs, formulated class schedules, instructed, and trained course instructors.

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.