Experience

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  H&R Block

  • Melbourne, Florida Area

  • Tax Preparer

    • Jan 2014 - Present
    • Melbourne, Florida Area

    Prepare tax returns for individuals. Advise clients on 401(k) savings and of other tax related issues that affect their savings.

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  Citizens Bank

  • Greater New England Area

  • Financial Consultant

    • Sep 1998 - Jul 2012
    • Greater New England Area

    Serviced an sold financial products to bank clients. These products included, managed money, bonds, stocks, insurance and annuity products. Advised these clients, after complete anaylsis of their needs, expectations and financial goals of the products that would best service them.Partnered with branch managers and emloyees to meet and exeed their expected financial goals.

• 

  Greenwood Credit Union

  • Providence, Rhode Island Area

  • Human Rescourses

    • Sep 1968 - Sep 1998
    • Providence, Rhode Island Area

    Provided employees with advise on their job details and expectations that would alien with management. Responsible for the 401(k) which included employee set up and transfer when needed. Provided discrimnation testing on 401(k). Responsible for all benefit aspects. Hired employees when needed and terminated positons when requested by management. Attended unemployment hearings and work compensation as requested.