Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us

Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us Email and Phone Number

Certified Business Relationship Manager | Professional Coach - ICF Certified | Certified Privacy Professional @ Wolters Kluwer
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's Location
Fredericksburg, Virginia, United States, United States
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's Contact Details

Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us work email

Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us personal email

About Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us

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.

Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us's Current Company Details
Wolters Kluwer

Wolters Kluwer

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Certified Business Relationship Manager | Professional Coach - ICF Certified | Certified Privacy Professional
Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us Work Experience Details
  • Wolters Kluwer
    Business Relationship Manager
    Wolters Kluwer Jan 2022 - Present
    Alphen Aan Den Rijn, Nl
    Senior 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.
  • Bowman Tax & Financial
    Principal | Enrolled Agent
    Bowman Tax & Financial Mar 2018 - Jan 2024
    Principal 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.
  • Paylocity
    Government Relations-Tax Project Manager
    Paylocity Jul 2018 - Jan 2022
    Schaumburg, Illinois, Us
    Managed 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!
  • Record Union
    A&R
    Record Union Apr 2017 - Jan 2022
    Stockholm, Stockholm County, Se
    Source new music talent for Record Union and its partners. Provide professional leadership coaching and character development.
  • Suntrust Investment Services, Inc.
    Financial Advisor Associate
    Suntrust Investment Services, Inc. Jul 2016 - Mar 2018
    Us
    Provided 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.
  • Suntrust
    Personal Banker
    Suntrust Nov 2014 - Jul 2016
    Charlotte, Nc, Us
    Develop 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.
  • Prosurance
    Managing Agent
    Prosurance Mar 2014 - Sep 2015
    Lead 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.
  • First Data Corporation / Suntrust
    Business Consultant
    First Data Corporation / Suntrust Jul 2014 - Nov 2014
    Brookfield, Wisc., Us
    Provide 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.
  • New York Life Insurance Company
    Insurance Agent / Financial Services Representative
    New York Life Insurance Company Mar 2013 - Mar 2014
    New York, New York, Us
    Client 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%.
  • Internal Revenue Service
    Revenue Officer
    Internal Revenue Service Jun 2009 - Apr 2013
    Washington, District Of Columbia, Us
    Small 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.
  • Icf International
    Grant Analyst
    Icf International 2008 - 2008
    Reston, Virginia, Us
  • Us Navy
    Special Warfare Combat Crew Member / Bm-1 / E-6 / Sw / Para
    Us Navy Jan 1992 - Oct 2002
    Washington, Dc, Us
    Service 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

Leadership Management Analysis Team Building Small Business Customer Service Finance Training Microsoft Office Time Management Strategic Planning Recruiting Budgets Financial Services Marketing Risk Management Leadership Development Business Strategy Coaching New Business Development Public Speaking Program Management Strategic Financial Planning Outlook Strategy Investments Process Improvement Analytical Skills Retirement Planning Investment Management Wealth Management Estate Strategies Retirement Income Strategies Asset Management Managing Cashflow College Planning Portfolio Review Planning For Major Purchases Special Needs Planning Quickbooks

Shellie M. Bowman, Msm, Cbrm, Acc, Cipp/Us Education Details

  • Liberty University
    Liberty University
    Public Administration
  • University Of Colorado
    University Of Colorado
    Inclusive Leadership: The Power Of Workplace Diversity
  • Regent University School Of Law
    Regent University School Of Law
    Law / Wealth Management
  • Berklee College Of Music
    Berklee College Of Music
    Music Management
  • Strayer University
    Strayer University
    And Related Support Services
  • Liberty University
    Liberty University
    Public Administration
  • West Virginia University Coursera
    West Virginia University Coursera
    Forensic Accounting And Fraud Examination
  • University Of Phoenix
    University Of Phoenix
    Management / 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.

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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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