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Customer Service Real Estate

Location:
West Jordan, Utah, 84088, United States
Posted:
May 31, 2010

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**** *. ****** **** *** West Jordan,

******* ***** UT 84088

801 *** **** **********@***.***

financial professional

Financial Professional with experience in financial modeling, portfolio analysis and financial spreadsheets. Known

for dedication to providing premium financial advice. Skills include:

Office Management Bookkeeping & Filing Financial Modeling

Cost Analysis Budgeting Microsoft Office

Profitability Valuation Income Taxes

Trend Analysis Forecasting Financial Statements

Education

REGIS UNIVERISTY – Denver, CO

MBA with emphasis in Accounting and Finance June 2008 to June 2010

Course Highlights 3.9 Cumulative GPA

Business Development Interpreting Accounting Info

• •

Investments/Portfolio Management Tax Influence on Businesses

• •

Economics of Management Financial Decision Making

• •

Ethical/Legal Business Management Accounting

• •

COLLEGE FOR FINANCIAL PLANNING – Salt Lake City, UT

CFP LICENSE June 2009 – June 2010

Course Highlights

• Financial Planning Process & Insurance Retirement Planning

• Employee Benefits Income Tax Planning

• Investment Planning Estate Planning

UNIVERSITY OF UTAH – Salt Lake City, UT

BA in Finance Dec 2005 2006

Course Highlights

• Principles of Marketing Business Writing

• Intro to Investments Business Statistics II

• Risk and Insurance Real Estate Principles

• Intermediate Corporate Finance Real Estate Finance

LDS BUSINESS COLLEGE – Salt Lake City, UT

AS in Financial/Managerial Accounting

AS in Business 2003 2004

Course Highlights

• Personal Finance Math Statistics

• Managerial Accounting Intermediate Accounting I & II

• Income Taxes American Government

• Business Law Micro & Macroeconomics

Professional Experience

DISCOVER FINANCIAL SERVICES Salt Lake City, UT

Manager, 2004 Present

Serve as a key member of an account management team that focuses on client retention to ensure optimal

customer service and smooth functioning of the department. Key Results:

• Speak Spanish with clients and peers to manage account operations, accounts payable and budgeting.

• Review legal and regulatory rules with team and oversee compliance.

• Create financial models and trending reports.

Received the “Black Diamond award” for being the top performer in the department of fifty people. I

received the “Silver” black diamond award for being a black diamond award winner for 10 months out of 12

months.

Received the prestigious “Excellence award” that is given to only twenty people in one year out of

3,000 employees. I received the award for my contributions to the team, my example in leadership and my

performance results.

LIBERTY TAX SERVICE – Salt Lake City, UT

Business Manager and Tax Preparer, 2008 – 2010

Managed the business operations of a retail income tax preparation office that included budgeting, staffing,

payroll, marketing, financial analysis, and reconciliation. Key Results:

• Deciphered financial tax situations and helped clients strategize the most optimal way of filing their taxes

to minimize tax liability and increase refund opportunity. All within the rules and laws of the IRC.

• Prepared various tax forms that were E filed to the IRS, and amended erroneously filed tax returns.

• Knowledgeable of the IRS Tax Code and the following tax forms: 1040, 1040A, 1040EZ, 1040X,

Schedules A, B, C, D, EIC, H, R, and SE; Forms 2106, 2210, 2441, 2828, 3903, 4562, 4868, 4852, 5329,

6251, 8283, 8582, 8606, 8812, 8822, and 8829.

• Used financial analysis to market to different local sectors using various marketing materials with variable

promotions and discounts.

Increased net income of the business by 12% from 2009 to 2010 in a down economy and when other

competitors were down by 15%.

MASS MUTUAL, WADDELL & REED – Salt Lake City, UT

Financial Advisor, 2006 – 2009

Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions.

Key Results:

• Assisted individuals and businesses in obtaining Life, Disability, Heath and Long Term Care Insurance for

protection of assets and estate planning strategies.

• Aided in the purchase of securities transactions and fund transfers to various retirement (IRA, Roth IRA,

SIMPLE IRA, Individual 401K) and non retirement (brokerage) accounts for retirement planning and income

accumulation.

• Computed mean historical returns, calculated expected rates of return, and measured the risk of expected

rates of return.

• Used Markowitz Portfolio Theory to determine alternative measures of risk, expected rates of return,

variance (Standard Deviation) of returns for an individual investment, variance (Standard Deviation) of returns

for a portfolio, standard deviation of a portfolio, the Efficient Frontier and investor utility of a portfolio.

• Used financial ratios, Generally Accepted Accounting Principles and operating ratios to evaluate the

internal liquidity and operating performance of businesses.

Licensure

Series 6 Investment Company Limited Representative

Series 7 General Securities Registered Representative

Series 63 Uniform Securities Agent State Law

Series 65 Uniform Investment Advisor Law

Utah Life & Health Insurance

Level 1 Tax Preparer License

Real Estate & Mortgage License

“…******* continues to excel and give positive productivity to the team in the ways of

leadership and hard work. His mutual understanding of the needs of the business and the

needs of the clients make him one the best employees of the team…” Jay Covey, Discover

Financial Services

Technology Summary

Skills include:

Microsoft Windows Microsoft Publisher LibTax 2006 2009

Microsoft Excel Microsoft Visio Drake Business Taxes

Microsoft Word Lotus Notes Adobe Photoshop

Microsoft Outlook Intuit QuickBooks CorelDraw X3

Of Note

President: The Homeowners Association of the Stonegate Residential Community, 2008 2010

Member: The West Jordan Chamber of Commerce, 2008 – 2010

Referee Liaison Volunteer: Real Salt Lake, ***** League Soccer team, 2005 – 2008

National Referee Candidate: National Intercollegiate Soccer Association of America

Athletic Soccer Scholarship, USC

High School Letter: Academics, drama, cross country, and Soccer

Eagle Scout Award, 1995 (15 yrs old)

World Conservation Award, Boy Scouts of America (15 yrs old)

Order of the Arrow Award, Boy Scouts of America (15 yrs old)

(801) *** **** • **********@***.***



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