Yvonne Reed

Objective Provide stellar service in management and financial operations with an established and growing firm.

Employment 2007 to Present Nationwide Interpreter Resource, Inc. Boca Raton, FL Agency Liaison & Bookkeeping Agent ~Remote from Home Self Employed, Bookkeeper since 2007 and employed as Agency Liaison in 2011. Daily Contract Administrating executing Service Agreements in all industries, as well as processing Requests for Proposals (RFPs) in bid portals for the School Districts and Health Care Systems covering contract operations for Doctors and Hospitals. Accounts Payable Set up via Direct Deposits for all Sub Contractors. Monthly Reconciling Five Bank and Credit Card Accounts as Bookkeeping Agent. Human Resource Duties including Health Insurance Enrollments. Quarterly Reemployment Tax (RT6) Filing.

Yearly Liability Insurance and Risk Management Audits. Yearly 1099 processing for all Sub Contractors.

Liaison to the President in Management Operations. 2005 to 2011 Wells Fargo Advisors, LLC. West Palm Beach, FL Senior Financial Client Associate Insured & Bonded FNA Wachovia Corporation, Legacy AG Edwards & Associates Originally a Client Associate for A.G. Edwards & Associates, that was acquired by Wachovia, and then later acquired by Wells Fargo Advisors. Coordinated Broker/Client Meetings.

Prepared Client Profit and Loss Reports.

Processed Check requests and Dividend payouts.

Processed Deposits and Deposit Reports for Corporate. Opened Retail Accounts and organized Compliance documents. Researched Stocks, Bids wanted and offers on Bloomberg. Organized Broker to Broker Bond Trade Aways with other Financial Firms. Coordinated Brokerage Wholesaler bi-weekly Meetings and Luncheons. 2000 to 2005 Vest Point Securities. LLC. Tampa, FL Financial Administrative Director Insured & Bonded Operations Manager for the Boynton Beach Brokerage Branch. Monitored Administration operations for all Branches. Traveled and Trained all Financial Administrators. Created and implemented Financial Administrator’s Manual. Prepared Excel Sales Reports, Itineraries and Compliance Reports. Conducted Weekly Meetings using Power Point Presentations 1998 to Present Self Employed Boynton Beach, FL

Quick Books Pro Advisor Client list available upon request Book Agent & Management Services for an array of industries including Finance, Computers, Hotels, Construction, Electrical, Automotive, Advertising and a Sign Language Agency.

8045 Stirrup Cay Court

Boynton Beach, FL 33486

Phone: 561-***-****

Email: ad10sb@r.postjobfree.com