SAMUEL

PATTERSON

Senior accounted

Why Me

My Contact

Certification

Skills

Education Background

Professional Experience

Asipre Partners

Cappladder

Senior accounted

Credit Advisor

2021-

02\20\2023

2020 - 2021

I am a certified CPA with hands-on experience. I have achieved a variety of financial skills in a variety of qualifying financial fields from institutions mentors webinars and degrees. I specialize in client relations,tax,retire, estate planning literacy a finances. Master communication skills being able to use leads acquired to generate gross for companies. In the AI certification being able to integrate AI with B2B businesses to automate and perform tasks more efficiently .

Stay up to date with my financial training

Find new qualifying leads, manage multiple project accounts

Use business intelligence and data analysis to

complete a variety of tasks including A.I automation Establishing client relationships for a variety of financial advisory, literacy and products

Facilitate, lead, meetings.or prepare projects for presentation to client

Certified public accountantCPA)

Data analysis

Charter financial consulting

(ChFc)

Life license (retirement)

Financial advisor

Buissness analyst professional

Client relations, facilitation

Multi-tasking, project

management

Harris school of business

speilman HBCU

corporation management

Masters is Computerized Businesses

Entrepreneurship

Completed in 2016

Completed in 2012

Operate a punctual powerful credit analysis which

data will be used to execute a positive credit plan Manage a multitude of projects, facilitate or lead meetings, find leads, teamwork

201-***-****

ad16oa@r.postjobfree.com

m

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