Shawn Bates
Financial Representative - Primerica
Akron, OH 44333
*************@*****.***
Professional Summary
I have over 20 years of business management, supervisory and customer service and sales skills. I would be an asset to any company or agency looking for a professional individual with strong communication, organizational, time management, team building and problem solving skills. Past positions and Experience:
Area Manager - C.W. Management (3 locations)
Operations Manager- Ambassador Building Services
Branch Customer Service Manager- Firstmerit Bank
Center Manger- Check into Cash (1st in sales regionally) Authorized to work in the US for any employer
Work Experience
Behavior Specialist(part-time)
Reliable Team Care-Oakwood Village, OH
November 2022 to Present
I implement evidence-based interventions to improve social, emotional, and adaptive skills. Assists moderately autistic individuals with daily living activities. preparer, bookkeeper
Self-employed tax
2009 to Present
Prepares taxes for small businesses and individuals and providing audits and bookkeeping services for small businesses.
District Manager
Siffrin-Canton, OH
June 2022 to November 2024
I'm responsible for multiple sites in Summit County. Directly supervising home managers, liaison w/ County Board SSAs. Interview and hiring DSPs. Monitoring the entire operation of the district including, OT budget, scheduling, quality assurance and health & safety of the residents we serve. ICF Facility Manager
Empowering People Inc-Tallmadge, OH
September 2018 to May 2022
• Provide coaching and development of employees on an ongoing basis.
• Coordinates scheduling and individual involvement in community activities.
• Complete and conduct performance evaluations with staff on a timely basis.
• Promote a positive, cooperative, relationship with schools, vocational programs and employment sites on a regular basis.
• Respond to any complaints from outside contacts in an appropriate manner in an open and effective manner.
• Develop and maintain a working relationship with outside contacts including but not limited to: parent/family member, county board personnel, licensure, guardian, law official, etc. through regular communication.
Financial Representative
Primerica-Akron, OH
March 2014 to February 2019
Recommends and sells financial products to individuals and businesses and educating consumers on how to improve their quality of life through financial planning. Manager of Residential Services
United Disability Services-Akron, OH
2004 to 2009
Managed several group homes, home managers and staff, liaison between the agency and families of clients and the county board. Prepared billing documents, reviewed and processed invoices, interviewed potential employees, prepared evaluations provided conflict resolution strategies, responsible for overall operation of the group homes.
Education
Business Management (Associates)
Hammell College
Life Insurance (License)
Kent State University
Skills
• Budgeting
• Human Resources
• Interviewing
• Financial Analysis
• Project Management
• Financial Report Writing
• Tax Experience
• Supervising Experience
• Typing
• Bookkeeping
• Sales
• Business Management (10+ years)
• Facilities Maintenance
• Developmental Disabilities Experience
• Microsoft Excel
• Management
• Profit & Loss
• Accounting
• Facilities Management
• Financial Planning
• General Ledger Accounting
• Intake
• Behavioral health
Certifications and Licenses
First Aid Certification
Medical Certification 1
June 2017 to October 2025
Certifies the passing of oral, topical, and inhaled medications, as well as prescribed health-related activities.
Life and Health Insurance License
June 2016