Customer Service Sales
Resume:
George Spalenka
Encinitas, Ca 92024
E-mail: **********@*******.***
Professional experience
****-******* *&R Block Advisors-Rancho Santa Fe, Marketing, operations, Customer Service and acquisition
2012-2016 -PLS –CPAs San Diego, Ca –VP Operations - direct marketing and sales B2B market-design and implement client acquisition model targeting small start-ups and businesses-accounting, payroll, cross-selling Insurance, financial products
Highline Investment Partners Inc – President RIA – Retirement 401K, asset management
2011-2012 New York Life Insurance Co.
2009- Entrepreneurial Small Business Center - Consulting small businesses and professional practices on client acquit ion and maintenance model-Capistrano Beach, Ca
2008-present Resources 4 Accountants Develop New Business and clients for CPA practices in Southern California-launch and expand client base and secondary markets for Asset management and insurance
2009-2011 Tax professional-Long Beach, Ca- direct sales & marketing of accounting and payroll services to local small business B2B target market
2009-2010 Director of Marketing VENN CPA-Advisers –B2B direct sales of financial services to small and midsize businesses in Orange County area
2008-2009 Patton and Associates consultant sell, market, and develop services to accounting CPA practices in RIA activity and practice acquisition – B2B marketing and sales
2007-2008 Vandervort CPA San Diego, Ca -direct sales and customer service - launched CPA practice in San Diego brought 160 small businesses in 18 months into practice. Implement marketing plan-B2B
2007-2009 HD Vest - RIA
Licenses Securities: NASD - Series 63, 66, RIA, Life&Health Lic
Computer Skills: Outlook - Word - Excel - Access - PowerPoint Quicken -
Project –ACT, CEO
QuickBooks - SPSS Internet search & webpage capability
Statistical Packages SPSS - EPI INFOMed
UC Irvine –PreMed /Bio Psych
Education 1982 Calpoly San Luis Obispo SLO,Ca
Economics International Trade & Development
Gerontology BA-2003 San Diego State University SD, Ca
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