Experience Summary
Energetic, results-focused professional equipped with an M.B.A., strong financial skills, and a great work ethic. Organized and detail-oriented, with excellent analytical, prioritization, and decision making abilities; thrives within paced, deadline-driven environments. Articulate communicator adept in interacting with all levels of staff and clients. Resourceful problem solver who excels in devising simple solutions to complex issues. Expertise encompasses:
Financial Analysis Investments Analysis Budgeting
Treasury Management Forecasting Taxation
Underwriting Sales Customer Service
SYNOPSIS OF EMPLOYMENT
H.D. Vest Financial Services, Financial Advisor…….…………………………………………………………..2013-Present
• Prospecting and established business networks with affluent clients
• Assisting Clients with Financial Planning areas such as Estate Planning, Retirement planning, Tax Planning, Investment planning, Protection planning, debt management, Cash flow management and Cash reserve strategies.
First American group LLC, Independent Agent…………………………………………………………………..…….2009-Present
• Established business networks with realty institutions, health clinics and auto dealerships to increase business opportunities for an insurance Agency.
• Developed and executed production processes
• Completed policy and risk management assessments for individuals and business clients.
• Quoted new businesses and existing endorsement changes for clients.
• Underwrote, prepared, and released renewals; manually generated renewals as needed. Underwrote and reinstated policies.
• Responded to customer inquiries regarding policy information, account balances, and coverage.
• Requested, reviewed, and updated underwriting information from clients.
• Underwrote Issued/Bind auto, home, health, medicare and life policies for various insurance carriers as an Independent agent
Steve Rutherford CPA., Tax Preparer…………………………………………………………………………………..2015 - 2015
Prepared Individual tax returns for clients
H&R Block Inc., Office Manager/ Master Tax Advisor…………………………………………………………………2014 - 2015
• Prepared Individual and business tax returns for clients and also advised on Tax Planning.
• Manage the day-to-day office operations, management and performance of a tax office, Serve as the front-line manager responsible for office growth, leadership and development. Generally responsible for all aspects of a smaller tax office operation.
• Ensuring outstanding client service
• Setting office goals and driving performance to exceed goals
• Responsible for all office operations, local marketing, and staffing
• Supervising, training, and coaching of all tax office associates
• Implementing company policies and ensuring compliance
• Serving as a role model for associates on business development
• Being a knowledgeable resource on tax products and topics
• Prepare accurate and complete tax returns for clients, as needed
• Other duties as assigned
Insight to Success, Staff Accountant / Bookkeeper……………………………………………………….…………..2008-2009
• Created statements and reports still used by the department to gain vital statistics on various types of financial analysis.
• Supported the director of a Nonprofit in managing day-to-day financial activities.
• Handled Accounts receivable and Payable
• Budget preparation
• Posting journal entries
• General ledger
• Account analysis
• Billing according to Profit and loss
• Managed Bank reconciliation
• Reconciled Petty cash
• Assisted with A133 audit.
Kelly Educational Staffing, Substitute Teacher …………………………………………………………………….….2004-2008
• Administered tests and exams in Math, Japanese, Science, Music and English to approximately 20-40 students at a time.
• Taught Math’s, Geography, reading, American history and Science.
• Coordinated classroom, field/gym and laboratory activities
EDUCATION
Hawaii Pacific University:
Master of Business Administration in Finance / Accounting – 2008 /2012
Obafemi Awolowo University:
Bachelor of Science in Geography and Political science – 2000
Yaba College of Technology:
Associate of Financial Studies in Banking, Accounting and Insurance – 1999
COMPUTER SKILLS
Microsoft Advanced Level Word and Excel;
Advanced Experience with eMoney, QuickBooks, PowerPoint, TRX and SPSS.
CERTIFICATIONS/ LICENSING
Series 7& 66 license, Casualty, life, health and property insurance license
IRS enrolled agent and CFA candidate.