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Detail-oriented tax professional with 12 years of extensive experience in preparing complex tax returns for individuals and multinational corporations... View More
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Executive Chief Financial Officer with 20+ years of leadership experience across corporate finance, treasury management, investments, and financial c... View More
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Certifications
- Certified Management Accountant (CMA)
- Certified Budget Analyst (CBA)
- Lead Auditor – ISO 9001:2008 (Quality Management System)
Detail-oriented Tax Preparer with 13 years of experience in tax preparation for individual, small business, partnerships, corporations and trust tax r... View More
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Certifications
- EA - Enrolled Agent
- Small Business Certified, H&R Block Company 2020 to present
Committed professional with 20 years of experience in developing & implementing effective sales strategy, adept at working in both corporate & start-u... View More
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Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities... View More
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High-performing Senior Tax Advisor proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax prepar... View More
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I am an eternal advocate of Travelers Insurance as my father has been employed in Hartford for 45+ years & A young financial professional with budding... View More
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Certifications
- April, 2024: ASPPA Certified in Retirement Plan Fundamentals April, 2024 to Present: Certifications in Schwab Retirement Technologies May 2023: Tableau User Certified
Customer-focused professional with 10+ years of experience in customer care, claims support, and issue resolution in fast-paced, high-volume environme... View More
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Forward thinking professional with deep understanding of resolving customer problems with efficiency and civility. Senior Fund Administrator specializ... View More
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Detail-driven Accounting Specialist with IRS Advanced Tax Preparer Certification and QuickBooks/Excel credentials. Experienced in financial recordkeep... View More
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Certifications
- IRS Advanced Tax Preparer Certification, 2025
- QuickBooks Certified
- Microsoft Excel Certified (PivotTables, VLOOKUP, Formulas)
