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Anne Jimenez profile image

Anne Jimenez

Chief Executive Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Jimenez Tax Consulting LLC</span>
Intro Book
Anne Jimenez, a seasoned executive with 17 years of experience, holds a Bachelor's Degree in Business Administration and Management, and various professional certifications, serving as a skilled financial and operations professional.
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Location
Daytona Beach, Florida, United States...
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills
  • Team Building
  • Customer Service
  • Microsoft Office
  • Business Planning
  • Marketing
  • Show all
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Bio

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Anne Jimenez is a seasoned professional with extensive experience in various industries. She holds a Bachelor's Degree in Business Administration and Management from Daytona State College and has completed various certifications, including Series 6, FL Health, Life and Annuity License, and General Securities Sales Supervision Qualification. As a skilled operations manager, Anne has worked with prominent companies such as Bank of America Merrill Lynch, Home Design Furniture, and Jimenez Tax Consulting LLC. Her expertise spans multiple areas, including accounting, finance, marketing, and customer service. She is proficient in Microsoft Office and has experience with inventory management, bookkeeping, and financial accounting. Anne's strong leadership skills and hands-on approach have enabled her to excel in various roles, from officer to UIT Reinvestment/Termination Specialist to Chief Executive Officer. She is a versatile professional with a strong educational background and a proven track record of success.

Credentials

  • Tax Preparation, Bookkeeping, Business Management, Hotel & Restaurant Management, Cooking and Catering, Real Estate Appraisal
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Experience

  • Jimenez Tax Consulting LLC
    • Daytona Beach, FL
    • Chief Executive Officer
      • May 2007 - Present
      • Daytona Beach, FL

      Tax Preparation for Individuals and BusinessesSales Tax ProcessingLiving TrustsWillsCredit RepairAccounting ServicesCollege SavingsAudits - Prepare, review, compilationsBookkeepingInventory Management

  • Home Design Furniture
    • Ormond Beach, Florida
    • Asst. Store and Warehouse Mgr.
      • Feb 2017 - Dec 2023
      • Ormond Beach, Florida
  • 20/20 Financial Advisers, LLC
    • Daytona Beach, Florida Area
    • Office/Operations Manager
      • Feb 2016 - Aug 2017
      • Daytona Beach, Florida Area

      Office/Operations Manager, in Daytona Beach and Winter Park Office. Wearing many hats, assists in preparing client portfolio reviews, all aspects of operations, as well as insurance, annuities, compliance, human resources and more. Loves diversity, great hands on leader, always up for a challeng...

  • Bank of America Merrill Lynch
    • Jacksonville, Florida Area
    • Officer - UIT Reinvestment/Termination Specialist
      • Jun 1979 - Aug 2016
      • Jacksonville, Florida Area

      Setup of new UIT&#39;s within Merrill Lynch/Bank of America.Ensure Blueprint proper coding.Add header in DISISetup new reinvestment UIT&#39;sCompare and verify all UIT maturity events against DTC projectionsReview missing data and comparison reportsResolve and reconcile 10 UIT processing accounts...

Education

  • 2015 - 2019
    Daytona State College
  • 2018 - 2018
    Securities Training Corporation
  • 2015 - 2015
    License Coach
  • 2015 - 2015
    Securities Training Corporation
  • Ashworth College
  • Ashworth College
  • Stratford Career Institute
  • New York Institute of Finance
  • New York Institute of Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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