Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us Email and Phone Number
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Multifaceted and solutions-focused senior management executive, business relationship manager, IT and tax project manager accomplished in strategy planning and execution, risk management, government compliance research and analysis, plus technology and business solutions in diverse ever-challenging government and financial services environments requiring adaptability and decisiveness to succeed. Collaborative in establishment and nurturing of key relationships with strong interpersonal and communication abilities to build rapport and respect with culturally diverse audiences. Adept in identifying and amplifying tactical relationships across business units, global business services, government agency officials, and key stakeholders to optimize organizational success.Hands-on leader adept in oversight of continuous improvement, financial, tax, and technology projects requiring oversight of implementation, best practices, and tailored methodologies to meet varying needs in collaboration with IT and business teams. Fosters a culture of motivation, respect, and accountability while reducing costs, enhancing systems and improvements in alignment with business goals. Seasoned transformational leader with keen ability to respond to changing dynamics in business environments able to identify key initiatives to streamline processes, enhance systems, deliver quality services, and meet revenue growth and profitability goals. Action-oriented visionary and knowledgeable leader with a keen ability to strategically respond to changing business needs with a strong record of success. A reliable leader who meets challenges head-on to deliver successful solutions and assist clients with budget, current state, priorities, and future needs.
Wolters Kluwer
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Business Relationship ManagerWolters Kluwer Jan 2022 - PresentAlphen Aan Den Rijn, NlSenior business leader with oversight of development and management of tactical relationships across Global Business Services and multiple business units.Strategic Planning – Oversee strategic planning to ensure that all resources of Global Business Services minimize risk while maximizing business value.Cost Savings – Assessed IT architectural and engineering costs for a multi-national cloud migration program that identified excessive costs and successfully delivered approximately 14% of budget reduction for the migration. -
Principal | Enrolled AgentBowman Tax & Financial Mar 2018 - Jan 2024Principal Tax and Financial Advisor providing tax and financial advisory services to clients that include individuals and small business owners.Financial Advisor – Hands-on leader for tax, financial services, and technical consultant for clients.Tax Representative – Hands-on representative for clients before the Internal Revenue Service and state tax authorities providing advisory and coaching services to ensure full federal and state tax compliance. In tax year 2021, successfully led negotiations to reduce IRS penalties for an overall savings of over $500K for 15 small business owners in the U.S., Puerto Rico, and the U.S. Virgin Islands.
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Government Relations-Tax Project ManagerPaylocity Jul 2018 - Jan 2022Schaumburg, Illinois, UsManaged a team of three Government Relations Analysts focused on government compliance research and analysis related to employment tax, payroll, risk management, and human resources reporting.Project Manager – Hands-on leader for large-scale IT projects and programs. Relationship Building - Successful in leadership of six-month campaign to establish points-of-contact and build relationships with all U.S. state tax authorities, including Puerto Rico and the U.S. Virgin Islands. Proactive in identifying and cultivating relationships with government agency officials and key stakeholders.Thought Leader – Contributor to the Executive Board and to Tax and Payroll industry leaders.Executive Chair - Chaired OneWorld (DE&I) Employee Resource Group during 2020-2022.Change Management – Led effective change management with increase of DE&I employee support staff of 100% with hands-on coaching to increase staff retention and improve morale. The company had a minimum expectation of 20% increase! -
A&RRecord Union Apr 2017 - Jan 2022Stockholm, Stockholm County, SeSource new music talent for Record Union and its partners. Provide professional leadership coaching and character development. -
Financial Advisor AssociateSuntrust Investment Services, Inc. Jul 2016 - Mar 2018UsProvided complex wealth management to SunTrust’s large affluent client base with leadership of financial planning from discovery to solution delivery.Sales Goals – Consistently exceeded sales goals monthly with no less than 120% of a 95% target. -
Personal BankerSuntrust Nov 2014 - Jul 2016Charlotte, Nc, UsDevelop new and manage existing book of business, ensuring all transactions and practices comply with banking regulations and SunTrust Code of Conduct. Independently drive business results by leveraging consultative selling strategies. Mitigate risks to SunTrust by accurately analyzing consumer credit, small business, and household finances in order to make suitable financial recommendations to remedy expressed and unexpressed problems or attain planned wealth goals.Effectively coordinate and communicate with line of business partners including Financial Advisers, Private / Premier Bankers, Business Bankers & Product partners such as First Data Merchant Services Reps. -
Managing AgentProsurance Mar 2014 - Sep 2015Lead recruitment and organizational development for Prosurance's operations in Northern and Central Virginia. Drive business results by providing leadership and practice management. Consult and educate existing and prospective clients on financial loss mitigation strategies. Coach and assist families in their decisions when developing family insurance, financial, and estate plans.
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Business ConsultantFirst Data Corporation / Suntrust Jul 2014 - Nov 2014Brookfield, Wisc., UsProvide strategic and operational business strategies to small and mid sized businesses. Manage the strategic alliance between First Data and Sun Trust Bank branches in Northern VA. Providing Business Managers and Merchants with data systems that support decision making processes and driving business results. -
Insurance Agent / Financial Services RepresentativeNew York Life Insurance Company Mar 2013 - Mar 2014New York, New York, UsClient Portfolio – Built and managed a client portfolio with an average asset value of $10M.Sales Outreach – Created a sales outreach strategy that increased the average number of qualified leads by 30% and month-over-month closures by 15%. -
Revenue OfficerInternal Revenue Service Jun 2009 - Apr 2013Washington, District Of Columbia, UsSmall business / self employed tax management and compliance enforcement. Develop tax compliance strategies by analyzing business and household revenue streams and determining best actions in accordance with the internal revenue code for achieving financial goals and full tax complaince. -
Grant AnalystIcf International 2008 - 2008Reston, Virginia, Us -
Special Warfare Combat Crew Member / Bm-1 / E-6 / Sw / ParaUs Navy Jan 1992 - Oct 2002Washington, Dc, UsService Disabled Veteran proudly served and honorably discharged. Excelled to the rank of BM-1 and served as a Special Warfare Detachment Lead Petty Officer at Special Boat Team - 20. Trained, led, and motivated special operation detachments during various military campaigns. Planned and skillfully coordinated special operations across the spectrum of S.O.F forces, U.S. federal agencies, and foreign military forces. Commands: USS White Plains AFS-4; Special Boat Unit - 11; Special Boat Team - 20.
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us Skills
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us Education Details
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Liberty UniversityPublic Administration -
University Of ColoradoInclusive Leadership: The Power Of Workplace Diversity -
Regent University School Of LawLaw / Wealth Management -
Berklee College Of MusicMusic Management -
Strayer UniversityAnd Related Support Services -
Liberty UniversityPublic Administration -
West Virginia University CourseraForensic Accounting And Fraud Examination -
University Of PhoenixManagement / Accounting
Frequently Asked Questions about Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us
What company does Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us work for?
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us works for Wolters Kluwer
What is Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's role at the current company?
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's current role is Certified Business Relationship Manager | Professional Coach - ICF Certified | Certified Privacy Professional.
What is Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's email address?
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's email address is sh****@****hoo.com
What is Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's direct phone number?
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's direct phone number is +154049*****
What schools did Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us attend?
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us attended Liberty University, University Of Colorado, Regent University School Of Law, Berklee College Of Music, Strayer University, Liberty University, West Virginia University Coursera, University Of Phoenix.
What skills is Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us known for?
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us has skills like Leadership, Management, Analysis, Team Building, Small Business, Customer Service, Finance, Training, Microsoft Office, Time Management, Strategic Planning, Recruiting.
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