Management Real Estate

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PREETI SHAH, CPA

Series *, **, Health & Life licensed

(Sitting for the CFP exam in March 2011)

201-***-**** ******@*****.***

EXPERIENCE

Barron's Top 1% Financial Planning Firm - Financial Planning Advisor

June 2010 to Present

Financial Planning firm with over $350 AUM, 450 clients, 16 team members,

and 14 years of service.

. Create financial planning documents consisting of model portfolio

assumptions, cash flows and balance sheets, Monte Carlos simulations,

and What-If analysis. Started new process of conducting internet

research related to specific challenges for clients such as Dental or

Real Estate professionals. Heavy incorporation of tax planning, as

well as estate, insurance, investment, and retirement strategies.

. Follow-up with clients for tasks such as Roth IRA conversions,

insurance cash surrender and policy loans, 529 application and

investment choices, mortgage refinancing, 401k allocations, and

beneficiary changes. Started new process of tracking follow-ups for

clients to ensure they are completed.

. Gather Data through client meeting attendance and follow-up calls, and

track information in E-Money, Goldmine, and Morningstar.

. Assist with marketing efforts involving compliance approved seminars,

golf outings, wine-tastings, newsletters, website revision, webcasts,

and media appearances.

CopperPages Inc. - Independent Operational Consultant

1997 to June 2010

Accounting, Technology, Internal Audit, and Business Process consulting

with a focus on small-to-medium sized businesses.

Key Clients: Perillo BMW, Schering-Plough, India Community Center, SPI

Group, Cause22, Participate.com, ThinkIndia.com, LayZgreenPeople.com

. All-inclusive project management skills, including mapping business

processes and finding areas for improvement, development of strategic

objectives, obtaining budget and roadmap approval from management,

managing the implementation efforts and software development team,

evaluating third party vendors and partnerships, obtaining inputs or

content from various departments, conducting benchmarking and

competitive analysis, setting security protocols, creating launch and

training programs, and monitoring budgets and timelines.

. Experienced in presenting compelling business cases to executives and

proving ROI results.

o Interfaced with high-level executives at companies such as

Arthur Andersen, to obtain consensus on a consistent taxonomy

and process, and successfully obtained majority approval for

Intranet overhaul.

o Surveys showed that the department realized a 15% reduction in

hours spent searching for information.

. A specific example consists of Perillo BMW in Chicago, the third

largest BMW dealership in the US. Responsible for assessing business

processes throughout their dealership, including their customer

service, accounting, repair and auto body shop, and marketing

departments and implementing operational improvements. Proposed and

obtained approval for the following projects:

o Transitioned the accounting system for one of their subsidiaries

to a Quickbooks environment. Also implemented an electronic

document management system to interface with Quickbooks which is

compliant with tax record requirements.

o Custom web-based software application created to close the gap

between their various subsidiaries and operations and interface

with the main BMW system called ADP. Spent 6 weeks interviewing

all company employees and mapping business processes and then

designed a 100-screen custom application. Obtained bids from

several technology teams in the US, Canada, India, and other

countries. Managed creation of the application in India at a 50-

75% cost savings.

Arthur Andersen -Senior Auditor and Operational Consultant

Chicago, 1993-1997

Former International Accounting and Consulting firm with 85,000+ employees.

. Obtained exposure to numerous industries including manufacturing,

retail, construction, and professional services. Special focus on

nonprofits such as subsidized housing and assisted living for senior

citizens, pension administration for government entities, and

scholarship institutions.

. Auditing - responsible for auditing of general ledger, accounts

payable and receivable, inventory, cash flows, assets, writeoffs,

intangibles, and nonprofit compliance. Found $1 million-dollar

misstatement on client financial statements, not found by previous 10

years of Andersen audit teams. Earned outstanding evaluations on that

engagement, and many others.

. Operational Consulting - conducted client interviews, mapped out

business processes, identified process and technology improvements,

compiled vendor and custom solutions and presented to higher

management for approval, managed outside vendors and creation of

technology applications, implemented systems with data migration and

staff training, created maintenance plans and operations manuals,

compiled employee feedback and ROI (return-on-investment) statistics

on new systems.

OTHER ACCOMPLISHMENTS

Education

Graduated in 2 years (1990-1993) from the University of Illinois, Urbana-

Champaign with a 3.96 / 4.00 GPA. Obtained CPA upon graduation. 98% GMAT

score.

Technology

Proficient in E-Money, Goldmine, Morningstar, Microsoft Word, Excel,

Powerpoint, and FrontPage. Working knowledge of Microsoft Access, Project,

SharePoint, Plumtree, IMIS, Camtasia Studio, Ulead, GroupMail, Google

AdSense, AdWords, and Analytics, and Yahoo Overture. Familiarity with

Visual Basic, ASP, SQL, and other Internet technologies.

Hobbies

High-school debate team competitor. Writer for several community

newspapers. Host of local television show. Organizer and leader of many

youth programs for over 25 years. Part-time dance teacher with 50+

students, winner of numerous dance competitions. Active community member

and volunteer at the Jewish Community Center, temples, and women's

shelters.

Associations

Member of FPA (Financial Planning Association), TIE (The Indus

Entrepreneurs), and Toastmasters International.

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