CHERYL A. BURRESS

P.O. Box ***

Mt. Washington, KY 40047

502-***-**** • acv8uc@r.postjobfree.com

OBJECTIVE

To continue my career with an organization to obtain a challenging position that will utilize my leadership, management, and consulting background to benefit mutual growth and success.

Financial Planning ● Account Management ● Investment Planning ● Insurance Planning

Client Relationship Management ● Portfolio Management ● Human Resources

Requirements Gathering ● Project Management ● Process Improvement ● Accounting/ Employment Tax

PROFESSIONAL EXPERIENCE

WADDELL & REED FINANCIAL SERVICES, Louisville, KY ● 2005 – Present

Financial Advisor

Manage book of business and generate sales of company financial products and services in accordance with specified performance targets. Develop strong relationships with clients to ascertain current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information to develop customized financial plans to meet goals and objectives. Analyze, recommend and implement client strategies in cash management, insurance coverage, investment planning or other areas. Coordinate marketing events to promote products. Serve as team instructor for financial education workshops at public college. Team Practice Manager (Contract) ● Managed colleague’s book of business of 500-700 clients from November 2005 to December 2014. Oversaw all aspects of practice operations, including staff hiring, training and supervision. Designed and implemented manual and computerized systems, established goals, controlled expenses and developed strategies to drive performance. Implemented and changed processes including updating Customer Relationship Management System (CRM), and ensured strict compliance with industry regulations and best practices. Served as first point of contact for communication between practice and outside vendors, broker dealers, home office and sub-contracted financial advisors. Led daily activities of team practice, including accounts payable, receivable, marketing, client service, technology and all other activities. Designed and delivered training for administrative staff, and planned and implemented client events.

HUMANA, INC. Louisville, KY ● 1996 – 2005

Human Resource Tax Analyst

Team Lead - Led functions of Human Resource Employment Tax Department. Reviewed all tax forms, handled general reconciliations, and prepared consolidated federal return for corporation. Ensured compliance with regulations / laws, processed employment tax returns for multiple subsidiaries and multiple states in the U.S., and performed general ledger reconciliations. Interviewed potential new hires, and delivered training for new team members. Resolved issues related to employee withholding and state, federal and local tax issues.

A.D. RESTORATION, INC. Louisville, KY ● 1993 – 1996

Full Charge Bookkeeper/Part-Owner

Operation Management of company and financial responsibilities including general ledger, payables, receivables, and payroll administration.

EDUCATION AND PROFESSIONAL DEVELOPMENT

Bachelor of Science in Organizational Leadership & Learning, Louisville, KY, 2014

Associate of Arts, Jefferson Community & Technical College, Emphasis in Accounting, Louisville, KY, 2010

Securities licenses for Series 6, 63, & 65 and Kentucky Life, Health & Variable Annuity Insurance

ACT; Client Relationship Management (CRM) Software / Proficient in Microsoft Office.

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