Client Relationship Management
Resume:
Shondre' Pitts
Irwinton, Georgia 31042
********@*****.***
[LinkedIn Profile] Shondre Pitts
Summary
Results-driven and accomplished financial professional with over 23 years of experience in insurance, taxes, and financial advisory. Proven track record in managing and advising on a diverse range of financial products. Exceptional skills in client relationship management, strategic planning, and problem-solving. Currently pursuing advanced studies in Accounting and Finance to further enhance expertise and deliver exceptional service.
Education
**Keller School of Management**
*Master’s in Accounting/Finance*
Graduated: 2024
**Mercer University**
*Bachelor’s in Accounting*
Graduated: 2022
Professional Licenses & Certifications
Series 6, 63, and Variable Annuities Licenses - Financial Advisor Training Institute
Licensed in Auto, Home, and Commercial Insurance
Professional Experience
**Mutual Financial Group Inc.**
*Tax Advisor*
2003 – Present
Provided expert tax advisory services to a diverse client base, consistently achieving high client satisfaction and retention rates.
Developed and implemented tax strategies that reduced client tax liabilities by an average of 15%.
Conducted comprehensive financial reviews and provided actionable recommendations for clients’ financial growth and security.
Led a team of junior advisors, providing training and mentorship to enhance their performance and professional growth.
**Independent Consultant**
*Insurance Broker*
2016 – Present
Successfully brokered insurance deals, tailoring coverage solutions to meet the specific needs of clients.
Negotiated favorable terms and premiums, resulting in a 20% increase in client acquisition and retention.
Developed and maintained strong relationships with insurance providers to ensure competitive pricing and service for clients.
Skills
Financial Analysis and Reporting
Tax Planning and Compliance
Insurance Underwriting and Brokerage
Client Relationship Management
Strategic Financial Planning
Process Costing and Job Order Costing
Advanced Excel and Accounting Software Proficiency
Professional Development
Currently enrolled in **Intermediate Accounting (ACCT 550)** and **Managerial Accounting (ACCT 505)**
Studying **Corporate Finance** using 'Corporate Finance, 18th edition' by Michael Ehrhardt
Actively reviewing and analyzing financial statements of major corporations, including Amazon, Inc.
Additional Information
Committed to continuous learning and professional development.
Strong foundation in law and legal principles with a deep love for the field.
Passionate about mentoring and community involvement.
Writing a semi-fictional memoir detailing personal and professional journey, highlighting themes of education, ambition, and overcoming adversity.
References
Available upon request.
Shondre' Pitts
********@*****.***
[LinkedIn Profile]
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