Resume

Sign in

Manager / Financial Professional

Location:
Port St. Lucie, Florida, United States
Posted:
January 22, 2018

Contact this candidate

Resume:

Robert M. Palermo

**** ** **** *******

Port Saint Lucie, FL 34953

Phone: 772-***-****

Mobile: 772-***-****

ac34vw@r.postjobfree.com

Objective

My goal is to join an organization where my significant experience, education, and expertise can be utilized to form a mutually beneficial relationship.

Employment History

Partner

01/2015 - 08/2017

FAS Partners

1100 SW Saint Lucie West Blvd

Port Saint Lucie, FL 34986

* Partner in multi holding financial company.

* Principal in tax preparation and planning business.

* Agent in charge of life Insurance business.

* Partner in alternative commercial financing platform.

Owner

01/2015 - Present

Laser Tax LLC

1738 SW Ruiz Terrace

Port Saint Lucie, FL 34953

* Full personal tax preparation including 1040, all states, and e-filing

* Business tax preparation including 1065, 1120, 1120s and 1041

* Full tax planning services

President

10/2003 - 09/2014

RMP Financial Services, Inc.

1865 N US Highway 1

Fort Pierce, FL 34946

* Owner / President of retail financial services business.

* Check cashing services.

* Payday advances.

* Tax preparation services.

* Western Union products.

* Authorized bill payment center.

* Authorized cell phone retail sales.

General Manager

09/1995 - 05/2002

Packaging Corporation of America

Tenneco

One 28th Street

Pittsburgh, PA

* Full facility P&L responsibilities

* Local sales

* Customer service

* Manufacturing

* 250,000 sq ft facility with non-union and multi-union employees

* Direct reports included sales manager, production manager, controller, and customer service

manager.

* $60 million annual revenue

General Manager

09/1993 - 08/1995

Packaging Corporation of America

Tenneco

Belton Highway

Honea Path, SC

* Full facility P&L responsibility

* Local sales

* Customer service

* Non-union facility

* Direct reports included sales manager, production manager, controller, and customer service

manager.

* $15 million annual revenue

Education and Training

Completion Date

Issuing Institution

Location

Qualification

Course of Study

1979

Columbia University

New York, NY

Bachelor's Degree

Economics

Occupational Licenses & Certificates

Certification Title

Issuing Organization

Completion Date

Expiration Date

AFSP Certified Tax Professional

IRS

12/2016

12/2018

(Annual Renewal)

0214 Life Including Variable Annuity

FL Department of Financial Services

07/2015

Additional Information

References Available upon Request



Contact this candidate