Scott Fletcher, MBA

Tax Specialist at Master Plan Tax Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Flower Mound, Texas, United States, US

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Credentials

  • Series 6 - Investment Company and Variable Contracts Products Representative Exam
    FINRA
  • Series 63 - Uniform Securities Agent State Law Examination
    FINRA
  • Series 7 - General Securities Representative Exam
    FINRA

Experience

  • Master Plan Tax Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Specialist
      • Jul 2022 - Present

      Working with small businesses and non-profit organizations to determine if they qualify for the Employee Retention Tax Credit (ERTC) that was initiated with the CARES Act and later modified by additional tax legislation. Working with small businesses and non-profit organizations to determine if they qualify for the Employee Retention Tax Credit (ERTC) that was initiated with the CARES Act and later modified by additional tax legislation.

  • Avantax
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Platinum Client Services Representative (Relationship Manager)
      • Mar 2021 - Jan 2022

      Registered Representative providing oversight and relationship management to a book of top-producing financial advisors. Serving as an educational resource by providing financial product knowledge across multiple technology platforms in the Broker/Dealer segment. Registered Representative providing oversight and relationship management to a book of top-producing financial advisors. Serving as an educational resource by providing financial product knowledge across multiple technology platforms in the Broker/Dealer segment.

  • GuideStone Financial Resources
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Senior Relationship Manager
      • Mar 2003 - Sep 2020

      Provided marketing, retirement planning, plan consultation and relationship management for 40 institutional accounts in 12 states with assets totaling over $320 million. Responsible for on-site field presentations, customer education, webinar and virtual meetings, strategy, executive meetings and investment consultations. Provided marketing, retirement planning, plan consultation and relationship management for 40 institutional accounts in 12 states with assets totaling over $320 million. Responsible for on-site field presentations, customer education, webinar and virtual meetings, strategy, executive meetings and investment consultations.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Manager
      • 2000 - 2002

      Provided day-to-day management and work direction for two teams consisting of 12-18 Transfer of Asset representatives to ensure transaction efficiency and quality to clients and achievement of targeted service levels. This role included both Retail and Institutional Accounts.

    • Brokerage and Mutual Fund Manager
      • 1998 - 2000

      Provided day-to-day management and work direction for service and trading teams of 12-16 representatives to ensure high quality service, high productivity, and a focus on team initiatives.

    • Call Volume Manager
      • 1996 - 1998

      Opened and managed a start-up operation in Merrimack, NH. Relocated in 1996 to manage the Electronic Product Group (software and financial client support). Participated in the recruiting and interviewing of over 70 technical employees. Developed schedules and shifts to provide adequate volume coverage and resource support.

    • Team Leader
      • 1992 - 1996

      Supervised the performance of representatives in the Electronic Products and Information Center by providing client escalation and subject matter expertise in brokerage/software platforms.

  • Electronic Data Systems
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Financial Analyst and Asset Management
      • 1990 - 1991

      Selected for the EDS Management Training Program with rotations in Plano, Dallas, and Sterling Heights, Michigan. Provided support in financial analysis, costing, and project management. Selected for the EDS Management Training Program with rotations in Plano, Dallas, and Sterling Heights, Michigan. Provided support in financial analysis, costing, and project management.

Education

  • Dallas Baptist University
    Master of Business Administration - MBA, Finance
    1988 - 1989
  • The University of Texas at Arlington
    Bachelor of Business Administration - BBA, Finance
    1982 - 1986

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