Dani Fletcher
Licensed Assistant at Kutler Tax Resolution Inc.- Claim this Profile
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Bio
Experience
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Kutler Tax Resolution Inc.
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United States
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Accounting
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1 - 100 Employee
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Licensed Assistant
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Mar 2023 - Present
Denver Metropolitan Area
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Omni Tax Solutions
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United States
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Financial Services
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1 - 100 Employee
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Licensed Representative
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Dec 2019 - Mar 2023
- Negotiate resolutions with the Internal Revenue Service and the State Taxing Authorities - Compile and analyze client financial information to determine appropriate resolution paths - Determine taxpayer status of liability - Assist taxpayers with becoming compliant - Prepare forms and documents on behalf of clients for the appropriate taxing authorities - Utilize Salesforce to maintain customer information
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Sales Lead Researcher
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Jul 2019 - Dec 2019
- Research business information - Compile contact information for potential clients - Prepare training documentation for the Research Department
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Inside Sales Representative
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May 2019 - Jul 2019
Greater Denver Area
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Junior Inside Sales Representative
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Oct 2018 - May 2019
Greater Denver Area Job responsibilities: - Place outbound sales calls to leads - Inform leads of Omni Financial's services - Qualify leads as potential clients for the Account Manager - Research and update accounts to bring them from a lead to a prospect
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Angel Armor
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United States
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Defense and Space Manufacturing
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1 - 100 Employee
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Inside Sales Manager
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Feb 2017 - Oct 2018
I am doing sales to individual officers and civilians, as well as providing support to the Regional Sales Managers. The support I provide involves: customer communication, data entry into Method CRM, order entry into E2 Shoptech Web ERP system, the creation of sales orders and quotes, day-to-day sales support, lead and customer entry, customer support, returns, and billing through Square. Additionally, I provide beta testing of our systems including a vest sizing portal. --> I believe… Show more I am doing sales to individual officers and civilians, as well as providing support to the Regional Sales Managers. The support I provide involves: customer communication, data entry into Method CRM, order entry into E2 Shoptech Web ERP system, the creation of sales orders and quotes, day-to-day sales support, lead and customer entry, customer support, returns, and billing through Square. Additionally, I provide beta testing of our systems including a vest sizing portal. --> I believe one of the most important functions of my job is that I act as a control point to assure that we are complying with audit points and legal documentation. In acting as a control point, I facilitate communication between the Sales Team and other teams within the business (production, engineering, our Controller, shipping, quality, and the executive team). As of March 2017, I have taken on an additional role of managing a Sales Support Specialist Contractor. My aim on a daily basis is to support in a manner than makes all functions of the business that I touch, operate cross-functionally as smoothly and concisely as possible. Show less
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Sales Specialist at Angel Armor
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Jul 2016 - Feb 2017
Fort Collins, Colorado Area As an inside sales specialist, I assist with the CRM system Method by doing customization, enter new leads and customers, manage customer accounts, record and manage activities, and enter estimates and sales orders.
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Angel Armor
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United States
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Defense and Space Manufacturing
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1 - 100 Employee
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Project and Processing Samurai
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Apr 2015 - Jun 2016
Fort Collins, Colorado Area As a Project and Processing Samurai, I perform a numberous duties to support projects and processes within each department at the Small Beginnings, Soul Composites, and Angel Armor companies. The Projects and Processes I support include: * Return Merchandise Authorization Process * Event Asset Management Process (Trade Shows, etc.) * General Order Management Process * Product support from the Opportunity Phase to End-of-Life Phase * Product Planning The activities I've… Show more As a Project and Processing Samurai, I perform a numberous duties to support projects and processes within each department at the Small Beginnings, Soul Composites, and Angel Armor companies. The Projects and Processes I support include: * Return Merchandise Authorization Process * Event Asset Management Process (Trade Shows, etc.) * General Order Management Process * Product support from the Opportunity Phase to End-of-Life Phase * Product Planning The activities I've been performing since April of 2015 are the following: Project management for 9 projects: - Coordinated, ran project meetings and documented minutes - Managed schedules - Implemented new communication strategies - Ran post-mortem analysis meetings Process management: - Visually outlined processes using Visio - Implemented a new Sales Process covering inquiry to delivery phase for two companies - Created an Event Management Process - Communicated and trained employees on new processes Product planning: - Researched and coordinated a database of comparable products to better understand market - Gathered the 2015 opportunities and inquiries to understand customer demands FileMaker Pro: - Created multi-tab Database Tools - Imported, exported, & maintained databases MS Office Suite: - Projects - Outlook - Visio - Visually outlined Company Processes - Visual project management - Word - Used Excel to created project management template from scratch with the following features: - Project gantt chart - Auto calculate days remaining for project tasks - Auto calculate late project tasks - Complex multi-action formulas - Auto calculate KPI for each project Salesforce: - Created custom fields - Set up new users - Established a workflow for RMA process - Created quoting templates Arena: - Managed projects - Managed items & their life cycles QuickBooks: - Created Sales Order, Invoice, P.O., & Packing Slip Templates Method CRM: - Customized CRM & created training manual Show less
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Second Level Manager
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Sep 2014 - Jun 2015
Until June of 2015, and outside of my work day, I volunteered my time as a second level manager at The Lost Children, where I enjoy mentoring my staff, supporting my managers, and interacting with my peers across the globe. In addition my volunteering at The Lost Children, as well as being a licensed teacher, I am an artist. I create digital, pixel, sketch, line, cartoon, traditional, and am learning to paint. I've also had the opportunity to do some voice acting for a special project, and… Show more Until June of 2015, and outside of my work day, I volunteered my time as a second level manager at The Lost Children, where I enjoy mentoring my staff, supporting my managers, and interacting with my peers across the globe. In addition my volunteering at The Lost Children, as well as being a licensed teacher, I am an artist. I create digital, pixel, sketch, line, cartoon, traditional, and am learning to paint. I've also had the opportunity to do some voice acting for a special project, and perform tasks that my managers have assigned to me in a professional and timely manner. Show less
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St. Vrain Valley Schools
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United States
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Education Management
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700 & Above Employee
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Substitute Teacher
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Oct 2014 - Mar 2015
For pre-K - 8th grade, preformed the following substitute teacher responsibilities: ▪ Taught whole-class lessons for literacy, math, history, and science ▪ Worked with small-groups and one-on-one with students in literacy group settings ▪ Improved various classroom management strategies and skills ▪ Strengthened learning for struggling students using various differentiation tactics ▪ Developed flexibility in working with various age groups, student populations, and… Show more For pre-K - 8th grade, preformed the following substitute teacher responsibilities: ▪ Taught whole-class lessons for literacy, math, history, and science ▪ Worked with small-groups and one-on-one with students in literacy group settings ▪ Improved various classroom management strategies and skills ▪ Strengthened learning for struggling students using various differentiation tactics ▪ Developed flexibility in working with various age groups, student populations, and accommodation requirements ▪ Coordinated with team members and other staff members to ensure a smoothly running day ▪ Displayed promptness and thoroughness in daily routines, including showing up on time, meeting all requirements of schedules, and ensuring proper communication has been met in regards to substitute notes ▪ Addressed any concerns experienced throughout the day NOTE: For those looking at my employment history, I chose to leaving teaching in March of 2015 to stay true to my personal ethics. While I was an Elementary School Teacher, I took much pride in myself as an educator. I was not only driven to assure my students received the best support from me to learn their subjects, I was focused on ensuring the students were well behaved, grew their social skills, and knew they could trust me as their teacher.
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Long Term Substitute Teacher
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Aug 2014 - Oct 2014
For a 5th grade class at Flagstaff Academy, performed the following: ▪ Planned and taught whole-class lessons for literacy, math, history, and science ▪ Worked with small-groups and one-on-one with students to help them develop math skills ▪ Developed and implemented various classroom management strategies and skills ▪ Strengthened learning for struggling students using various differentiation tactics ▪ Graded and recorded scores in a timely manner ▪ Coordinated with team… Show more For a 5th grade class at Flagstaff Academy, performed the following: ▪ Planned and taught whole-class lessons for literacy, math, history, and science ▪ Worked with small-groups and one-on-one with students to help them develop math skills ▪ Developed and implemented various classroom management strategies and skills ▪ Strengthened learning for struggling students using various differentiation tactics ▪ Graded and recorded scores in a timely manner ▪ Coordinated with team members and other staff members ▪ Assessed student learning to determine how to better meet the students' learning needs ▪ Wrote weekly newsletters and emails ▪ Maintained frequent and professional communication with parents ▪ Used the Core Knowledge curriculum to plan lessons NOTE: For those looking at my employment history, I chose to leaving teaching in March of 2015 to stay true to my personal ethics. While I was an Elementary School Teacher, I took much pride in myself as an educator. I was not only driven to assure my students received the best support from me to learn their subjects, I was focused on ensuring the students were well behaved, grew their social skills, and knew they could trust me as their teacher.
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St. Vrain Valley Schools
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United States
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Education Management
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700 & Above Employee
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Student Teacher
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Jan 2014 - May 2014
As a Student Teacher in a Kindergarten class at Flagstaff Academy, I had the following responsibilities: ▪ Developed and implemented history unit on Mount Rushmore, the White House, coins, and the president ▪ Planned and taught whole-class lessons for literacy, phonics, math, history, and science ▪ Worked with small-groups for reading, writing, and math ▪ Developed various classroom management strategies and skills ▪ Strengthened learning for struggling students using… Show more As a Student Teacher in a Kindergarten class at Flagstaff Academy, I had the following responsibilities: ▪ Developed and implemented history unit on Mount Rushmore, the White House, coins, and the president ▪ Planned and taught whole-class lessons for literacy, phonics, math, history, and science ▪ Worked with small-groups for reading, writing, and math ▪ Developed various classroom management strategies and skills ▪ Strengthened learning for struggling students using various differentiation tactics ▪ Ran several parent-teacher conferences ▪ Recorded scores for mathematics ▪ Coordinated with team members and other staff members ▪ Assessed student learning to determine how to better meet the students' learning needs ▪ Wrote weekly newsletters ▪ Maintained frequent and professional communication with parents ▪ Used the Core Knowledge curriculum to plan lessons
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Practicum Teacher
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Sep 2013 - Dec 2013
Firestone, CO As a Practicum Teacher for Grade 4 at Centennial Elementary School, my duties included: ▪ Guided learning for struggling students in a small-group environment ▪ Aided in seating arrangements for whole-group ▪ Proctored and administered DIBLES ▪ Observed parent-teacher conferences ▪ Planned and taught creative literacy lessons whole-group ▪ Observed classes of other grade levels ▪ Performed various office tasks ▪ Conferenced with students one-on-one in writing to help… Show more As a Practicum Teacher for Grade 4 at Centennial Elementary School, my duties included: ▪ Guided learning for struggling students in a small-group environment ▪ Aided in seating arrangements for whole-group ▪ Proctored and administered DIBLES ▪ Observed parent-teacher conferences ▪ Planned and taught creative literacy lessons whole-group ▪ Observed classes of other grade levels ▪ Performed various office tasks ▪ Conferenced with students one-on-one in writing to help students further develop writing skills ▪ Assessed students in various subjects
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Practicum Teacher at Skyview Elementary
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Aug 2013 - Sep 2013
Thornton, CO As a Practicum Teacher Grade 3 at Skyview Elementary School in Thornton, CO, I performed various office task, and most importantly, I advocated for the needs a student with behavioral concerns.
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Education
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University of Northern Colorado
Bachelor of Arts, Interdisciplinary Studies, Emphasis: Music Education / Teaching Emphasis: Elementary