Customer Service Sales

Dimitre C. Andonov

***** ******** *** **** *******, TX 77041 713-***-**** ********@**.*** EDUCATION

C.T. Bauer College of Business, University of Houston, Houston, Texas CAP Completion May 2016 Certificate of Accountancy Program, GPA 3.8 CPA Eligible Miami University, Oxford, Ohio August 1989

Master of Business Administration, Finance Concentration Indiana University, Bloomington, Indiana May 1982

Bachelor of Science, Health Education/Biology Minor CPA OFFICE September 2016-November 2017

Prepare 1120-C, 1120-S, 1065, and 1040 Tax returns, including all relevant schedules. Clients include, but not limited to, Health Care Professionals, Energy, Real Estate, Transportation, Commodity companies

Prepare applicable State returns when warranted

Register companies with the Secretary of State office seeking corporate status

Prepare filing documentation with the State Comptroller’s office for Franchise Tax

Prepare and file Franchise Tax returns

File Sales and Use taxes with the State Comptroller’s office based on payment schedule.

Prepare tax planning reports for clients

Maintain fixed asset system and depreciation schedules

Heavy client contact answering tax related questions NATHANS & RUST CPA’S

2014 Tax season. Prepared1040, 1065, 1120-S and all relevant schedules MORGAN STANLEY/MERRILL LYNCH/UBS

Implemented a planning based practice that specialized in risk management and portfolio organization

Developed customer service agreement outlining commitment; tool was instrumental in securing and maintaining relationships

Developed and implemented marketing campaigns that brought in $15mm in 18 months

Developed ability to visualize and solve complicated problems and adapt well to change

Successfully compiles information and then interpreted and used data to make accurate and informed decisions

NEW DIMENSION FINANCIAL SERVICES

Created financing promotions and maintained profit and loss responsibilities for a residential home builder’s mortgage company

Directly oversaw staff of eight, and managed ongoing staffing needs. Established and maintained relationships with 22 sales consultants

Successfully illustrated story behind the numbers with subordinates, supervisors and colleagues from other departments utilizing presentations, reports, memos, letters

Analyzed business styles and identified expectations: developed 22 individual action plans that turned around poor performing team

Successfully gained cooperation at all levels of the organization

Effectively mentored others and lead people to accomplish certain goals and objectives

Ability to work with people with different abilities and skills in groups in order to accomplish a similar goal LANDMARK SAVINGS BANK

Wrote and implemented new construction lending program meeting bank regulatory requirements

Developed program that rocketed loan sales from $0 to $30mm in 18 months

Personally promoted and sold new lending program to construction businesses

Educated bank staff on new lending program

SKILLS

Thompson–Reuters Tax Software, PFS Tax Software by CCH, Microsoft Office Proficient CAREER HISTORY

Tax Preparer, Nathans & Rust CPA, February to April 2015 Financial Advisor, Morgan Stanley Smith Barney, April 2011 to December 2012 Financial Advisor, Merrill Lynch, June 2007 to December 2010 Financial Advisor, UBS, August 2005 to June 2007

Mortgage Broker, Self-employed, 2000 to August 2005 Production General Manager, New Dimension Financial Services/CTX, 1998 to 2000.

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