JEFF WILSON
**** *. ******** ** ****** AZ *****
****************@*****.*** 520-***-**** cell 520-***-****
Computer Consultant • Financial Advisor
Experienced Computer Consultant specifically specializing with the Microsoft Office Suite
including advanced customized programming of applications in both Excel and Access. Very
extensive and highly advanced experience in using Excel Pivot Tables, Access Query and Form
Design. Clients include private sector businesses and individuals and public sector clients
especially school districts. Designed attendance system used in Santa Clara County California
school districts using both Access and Excel. Experience in Microsoft Excel dates back to 1985
Served as the bookkeeper for JD Medical Products Inc for 11 years and was also the corporate
Treasurer. Extensive exposure to all major facets of accounting. Have designed systems utilizing
payables, receivables, inventory, invoicing, general ledger, fixed assets. As a financial manager,
I have been directly responsible for successful management of client assets in the stock, options,
commodity and futures markets.
Software programs with over 10 years experience in:
Microsoft Excel Microsoft Access Microsoft Word
Microsoft Power Point Microsoft Money Quick Books
ACT! For Windows VBA for Applications Peachtree Accounting
CAREER EXPERIENCE
ALL SYSTEMS GO 1987-Current
Consultant – Computers and Financial Advisory
Self employment consulting firm owned by me.
Bookkeeping for clients plus chart of accounts setup and design using Computer Associates
Consultation on modules of Microsoft Office.
Designed numerous custom applications in Microsoft Office for clients
Evaluation of accounting systems of client and automating and streamlining them
Obtained education in stock market thru seminars and study
Obtained Series 65 License with Trade Secrets Financial Network
Served as substitute data analyst on call for Santa Clara County Department of Education
which led to numerous contracts at district schools.
Taught financial seminars for Trade Secrets Financial Network on options trading
Managed live chat room for Trade Secrets for three years on a contract basis
.
Designed numerous custom applications in Microsoft Office
Devised options strategies for Raven Investments LLC, a high net worth investment firm
Wrote articles for RAT Advisors – a managed account options advisory firm
.
Continued…
JEFF WILSON Page 2
CAREER EXPERIENCE CONTINUED
Real Estate Agent – Residential and Commercial Representation 2006- Current
As part of my financial advisory business, I obtained my Arizona real estate license which is
currently held with Morado Canyon Realty. Provide excellent client representation of buyers, sellers
and investors. Obtained special designation as a MREP – Mortgage Real Estate Professional
Over 100 hours of continuing education since 2006 specializing in legal and financial aspects
of both commercial and residential real estate
Member in good standing in National Association, Arizona Association and Tucson
Association of Realtors
EGGHEAD SOFTWARE 1985-1988
Software Sales – Commissioned
Egghead Software was a retail store that sold software.
Key Achievements:
Specialized in sales of accounting and spreadsheet software eventually setting up my own
business.
Beta testing company for Version 1.5 of Excel for the Mac.
JD MEDICAL PRODUCTS INC 1984-1995
Bookkeeper – Treasurer
Key Achievements:
Served as company bookkeeper for 11 years and treasurer for 8 years
Company manufactured cardiac electrodes and sold latex gloves
Cost of goods sold accounting
Assisted with government contracts
Solid training ground for future work designing accounting based systems.
1978-1984 Various private security agencies
Key Achievements:
Worked for Pinkerton, Burns, National Protective Services, and Midwest Monitoring in
various uniformed and plain clothes security assignments including supervisory capacity. .
EDUCATION
Bachelor of Arts, Sociology – Admin Criminal Justice (1983)
NORTHERN ILLINOIS UNIVERSITY – DeKalb, Illinois