Accomplished professional with a strong aptitude towards analytical, problem-solving, and leadership skills. Provide financial services for individual clients and small business owners customized for each client to assist in achieving their financial goals. Areas of specialty are Financial Strategies, Group Employee Benefits, 401k Rollover Strategies, Tax-deferred and tax-efficient Investment Planning, Estate Planning Strategies, and most lines of Insurance (life, health, disability, dental, vision, and voluntary benefits such as accidental, hospital, disability, critical illness etc.)• Experience includes Big 4 public accounting engagements and private industry experience across multiple industries. • Direct experience in working with C-level executives in managing risks, identifying root cause analysis of issues within an organization and summarizing data for reporting.
Listed skills include It Audit, Quality Assurance, Vendor Management, Sql, and 21 others.