Customer Service Manager

Dan M.

Streetman

**** ****** **. ****** ****, GA 30297 Phone: 404-***-**** ********@**.******.***

FINANCIAL PLANNING SPECIALIST

Candidate for CFP Designation

Certifications Self-motivated multi-tasked individual with long term career goals

seeking financially based work environment with position to add value to

Financial Planning operations while expanding knowledge & skills in the financial planning

SERVSAFE process.

SERVSAFE

Professional Summary

ALCOHOL

Key Skills Human Process Scheduling, Team Building, Interviewing, Leadership,

Resources: Training, Management, Payroll

Financial Planning

Marketing: Sales & Promotions, Social Networking, Face-to-Face Customer

Fundamentals

Interaction, Product Pricing

Insurance & Risk

Inventory Receiving, Accounts Payable, B2B Relations, Forecasting,

Management

Management: Materials Handling, Procurement

Tax Planning Software: MS Office (Word, Excel, Outlook, Access, PowerPoint), Hotsauce

(Electronic Point of Sale System)

Investment Planning

Professional Experience

Estate Planning

Zen on Ten, General Manager, 2009-Present

Education Funding

Atlanta, GA

Customer Service

Abercrombie & Fitch, Visual Manager, 2003-2009

Kennesaw, GA

Payroll

Entec Systems, Lead Inspector, 2006-2007

Employee Relations Suwannee, GA

Marketing & Sales Became knowledgeable in all topics of financial planning through Emory

University s Financial Planning Certificate Program . Program Highlights:

Inventory

Insurance and Risk Management: Needs Analysis, Health Insurance,

Management

Disability, Long-Term Care, Annuities, Life Insurance, Taxation.

Investments: Risks, Quantitative Concepts, Asset Allocation, Bond & Stock

Education Valuation Concepts, Portfolio Development & Analysis, Investment Strategies.

Retirement: Needs Analysis, Social Security, Qualified and Non-Qualified

Plans, Regulatory Considerations, Distribution Rules & Taxation.

EMORY UNIVERSITY

Certificate in Estate: Property Titling, Property Transfer, Gifting, Sources of Estate

Financial Planning, Liquidity, Powers of Appointment, Trusts, Charitable Transfers, Marital

2012 Deduction, Intra-Family Transfer Techniques.

UNIVERSITY OF WEST Income Tax: Law Fundamentals, Tax Compliance, Taxation of Business

GEORGIA Entities, Taxation of Trusts & Estates, Basis, AMT, Management Techniques.

BA in Management, Education Funding: Needs Analysis, Tax Credits/Adjustments/Deductions,

2008 Funding Strategies, Sec. 529 Plans, Coverdell ESAs, Series EE Bonds, Perkins

Loans, Stafford Loans PLUS Loans, Pell Grant.

Able to Relocate & Travel Extensively Available for Full-Time & Contract Assignments

Contact this candidate