Shannon Pentell Email and Phone Number
Shannon Pentell work email
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Shannon Pentell personal email
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I’m the Director of Accounting & Payroll for Sound Income Group (Advisors' Academy, Sound Income Strategies, Retirement Income Source, Advisors Academy Air) as well as Scranton Financial Group and S.A.F.E. Advisors' Academy is an IMO designed to help financial advisors across the country achieve quantum leaps in their business while helping their new and existing clients grow and protect their hard-earned money. Sound Income Strategies was founded as a Registered Investment Advisory firm and is fully licensed and accredited by the U.S. Securities and Exchange Commission. The Retirement Income Store is a national network of Income Specialists with the common goal of helping retirees and pre-retirees reduce their exposure to stock market risk, so they can use their retirement savings to establish ongoing streams of income for retirement. Scranton Financial Group is a financial firm that teaches clients how to enjoy reliable portfolio growth and security through conservative investment options designed to generate income through interest & dividends. Scranton Academy for Financial Education (S.A.F.E.) is dedicated to providing no-cost financial education as a public service, comprised of a network of qualified financial professionals who volunteer their time as financial educators. I am responsible for the accounting, bookkeeping, and payroll aspects of all businesses, as well as handling all commissions, taxes, benefits, etc. Before moving into this role, I managed all the marketing, event planning, and marketing compliance for our Connecticut office for one year. Before joining Advisors’ Academy in 2011, for more than 8 years I worked for a PEO firm in Florida - Employee Leasing Solutions, Inc – where I was responsible for providing payroll administration, taxes, government compliance, employee benefits, and benefits services tailored for the construction industry. I managed all courier routes and the payroll execution for more than 100 companies and over 500 employees. Unfortunately, this company is no longer in business as it was sold in 2012.I’m truly passionate about my work, and while I enjoy all aspects of my job, I am pleased to join with my co-workers and the business owners to understand their business objectives and manage profitability with strategic planning. Collaboration is a means to success!I am currently taking accounting courses to further my education in addition to completing my CPA. I have previously studied Payroll Law, Employment Law, and HR Law. I am a QuickBooks Certified Pro Advisor and a CT Notary Public.
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Assistant ControllerSound Income GroupFort Lauderdale, Fl, Us -
Director Of AccountingAdvisors' Academy Aug 2015 - PresentWestbrook, Connecticut, United StatesResponsible for all accounting and bookkeeping. Accounts payable and accounts receivable; monitoring cash flow & projections; preparing asset, liability, and capital account entries by compiling and analyzing account information; preparing balance sheet, general ledger, profit and loss statement, and other reports; preparing vendor payments by verifying documentation and purchase requisitions; preparing invoices & tracking customer payments; downloading all bank and credit card activity on a daily basis; documenting financial transactions by entering account information; reconciling financial discrepancies by collecting and analyzing account information; recommending financial actions by analyzing accounting options; preparing bank deposits; retrieving pending business & preparing weekly business reports; preparing commission calculations & executing payment; setting up employee info for payroll including direct deposit, child support payments, wage executions, taxes & 401k; processing payroll & payroll tax payments; calculating & processing 401k payments; tax planning including quarterly and annual federal & state filings, excise tax & property tax declarations; FUTA tax payments; Sales & Use taxes; processing W-2s & 1099s; handling all Worker's Comp coverage and audits; securing financial information by completing data base backups; providing metrics reporting for all accounting.Proficient in Excel, Word, Publisher, Outlook, ACT, FileMaker, PayPlus, TSheets, QuickBooks Desktop and Online -
Marketing ManagerAdvisors' Academy Aug 2014 - Aug 2015Westbrook, Connecticut, United StatesEditing and proof-reading printed designs; submitting design to newspaper & printing companies for public marketing pieces as well as negotiating rates; creating & submitting designs to news & billboard companies for advertising; designing & mailing monthly event cards; designing & distributing event e-blasts and posting to social media; preparing all materials for events; event set up including audio/video equipment & registration; updating company database with event attendee information; scheduling meetings & mailing meeting confirmation letters; coordinating calendar for events & meetings; uploading contacts and creating/editing/distributing marketing funnels & mass e-mails; editing design and content & updating websites with HTML coding; designing, editing & coordinating company newsletters via mail & e-mail distribution and posting to social media; updating event metrics; creating company spreadsheets & forms; handling compliance for all marketing materials; assisting social media director. -
Administrative AssistantAdvisors' Academy Jul 2011 - Aug 2014Westbrook, Connecticut, United StatesAnswering multiple phone lines, scanning, faxing, UPS, opening/distributing mail, general computer programs, preparing handouts/materials for seminars/workshops, Quickbooks bill entering & bill filing, ordering holiday/birthday gifts, flowers, cards, etc. for advisers, ordering online supplies, updating passwords, employee info, etc. Proficient in Excel, Word, Publisher, Outlook, ACT. -
Director Of AccountingScranton Financial Group Aug 2015 - PresentWestbrook, Connecticut, United StatesResponsible for all accounting and bookkeeping. Accounts payable and accounts receivable; monitoring cash flow & projections; preparing asset, liability, and capital account entries by compiling and analyzing account information; preparing balance sheet, general ledger, profit and loss statement, and other reports; preparing vendor payments by verifying documentation and purchase requisitions; preparing invoices & tracking customer payments; downloading all bank and credit card activity on a daily basis; documenting financial transactions by entering account information; reconciling financial discrepancies by collecting and analyzing account information; recommending financial actions by analyzing accounting options; preparing bank deposits; retrieving pending business & preparing weekly business reports; preparing commission calculations & executing payment; setting up employee info for payroll including direct deposit, child support payments, wage executions, taxes & 401k; processing payroll & payroll tax payments; calculating & processing 401k payments; tax planning including quarterly and annual federal & state filings, excise tax & property tax declarations; FUTA tax payments; Sales & Use taxes; processing W-2s & 1099s; handling all Worker's Comp coverage and audits; securing financial information by completing data base backups; providing metrics reporting for all accounting. -
Marketing & Event PlanningScranton Financial Group Aug 2014 - Aug 2015Westbrook, CtPlanning & scheduling all events; booking events at various venues & negotiating rates; coordinating marketing mail for all events – editing and proof-reading; submitting design to newspaper & printing companies for public marketing pieces as well as negotiating rates; creating & submitting designs to news & billboard companies for advertising; designing & mailing monthly event cards to clients; designing & distributing event e-blasts and posting to social media; preparing all materials for events; event set up including audio/video equipment & registration; updating SFG company database with event attendee information; scheduling meetings & mailing meeting confirmation letters; coordinating calendar for events & meetings; uploading contacts and creating/editing/distributing marketing funnels & mass e-mails; editing design and content & updating SFG websites with HTML coding; designing, editing & coordinating company newsletters via mail & e-mail distribution and posting to social media; assisting social media director; updating event metrics; creating company spreadsheets & forms; planning annual Client Appreciation Party including designing invitation & save the date cards with printing & mail distribution, reserving location, negotiating rates & menu, ordering gifts & decorations, booking entertainment, set up/take down event & registration; handling compliance for all marketing materials. -
Administrative AssistantScranton Financial Group Jul 2011 - Aug 2014Westbrook, CtAnswering multiple phone lines, greeting clients, photocopying contracts/applications & logging info, trade/check blotter, scanning, faxing, UPS, opening/distributing mail, general computer programs, preparing handouts/materials for seminars/workshops, assist with event planning, Quickbooks bill entering & bill filing, client file prepping, event card mailings, E-blasts, DRIP Campaigns, website updates/maintenance/compliance tracking, ordering holiday/birthday gifts, flowers, cards, etc. for clients, ordering online supplies, updating passwords, employee info, etc. Proficient in Excel, Word, Publisher, Outlook, ACT. -
Director Of AccountingSound Income Strategies Aug 2015 - PresentWestbrook, Connecticut, United StatesResponsible for all accounting and bookkeeping. Accounts payable and accounts receivable; monitoring cash flow & projections; preparing asset, liability, and capital account entries by compiling and analyzing account information; preparing balance sheet, general ledger, profit and loss statement, and other reports; executing client fees through VEO; preparing vendor payments by verifying documentation and purchase requisitions; preparing invoices & tracking customer payments; downloading all bank and credit card activity on a daily basis; documenting financial transactions by entering account information; reconciling financial discrepancies by collecting and analyzing account information; recommending financial actions by analyzing accounting options; preparing bank deposits; executing IAR funds; setting up employee info for payroll including direct deposit, child support payments, wage executions, taxes & 401k; processing payroll & payroll tax payments; calculating & processing 401k payments; tax planning including quarterly and annual federal & state filings, excise tax & property tax declarations; FUTA tax payments; Sales & Use taxes; processing W-2s & 1099s; handling all Worker's Comp coverage and audits; securing financial information by completing data base backups; providing metrics reporting for all accounting. -
Payroll RepresentativeEmployee Leasing Solutions Inc Nov 2002 - Feb 2011Lake Mary, FlEmployee Leasing Solutions, Inc. provides workers' compensation, payroll administration, government compliance, employee benefits, tax, employee and legal compliance, and benefits services to the construction industry. Duties included payroll entry & processing for more than 100 companies and 500 employees, payroll delivery to various companies and work sites, managing routes for all couriers, completing bank deposits, ordering FedEx supplies & packaging and coordinating shipping, answering phones, greeting clients. Proficient in PayPlus. -
Mailroom Clerk/Legal Document AssistantFoley & Lardner Llp Jan 2001 - May 2002Orlando, FloridaMail distribution, faxing/copying legal documents.
Shannon Pentell Skills
Shannon Pentell Education Details
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Lyman High SchoolGeneral -
Accreditations: Ceu: 6.342, Cpe: 61.50, Hrci: 38.50, Pdc: 24.00, Pdu: 23.50
Frequently Asked Questions about Shannon Pentell
What company does Shannon Pentell work for?
Shannon Pentell works for Sound Income Group
What is Shannon Pentell's role at the current company?
Shannon Pentell's current role is Assistant Controller.
What is Shannon Pentell's email address?
Shannon Pentell's email address is ca****@****hoo.com
What schools did Shannon Pentell attend?
Shannon Pentell attended Lyman High School, Accreditations: Ceu: 6.342, Cpe: 61.50, Hrci: 38.50, Pdc: 24.00, Pdu: 23.50.
What skills is Shannon Pentell known for?
Shannon Pentell has skills like Customer Service, Microsoft Excel, Payroll, Outlook, Microsoft Office, Filing, Office Administration, Microsoft Word, Administrative Assistants, Data Entry, Invoicing, Office Management.
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