Erik M. Anderson
Operations Associate, Lead Tax Preparer, Jr Trader at Parkshore Wealth Management- Claim this Profile
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Bio
Credentials
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Notary Public
California Secretary of StateMay, 2022- Oct, 2024 -
Registered Tax Preparer
California Tax Education CouncilNov, 2020- Oct, 2024 -
Project Management Certification
Google
Experience
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Parkshore Wealth Management
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Financial Services
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1 - 100 Employee
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Operations Associate, Lead Tax Preparer, Jr Trader
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Dec 2016 - Present
- Communicate across all levels of the team to ensure projects stay on track - Interact with clients, and manage any requests - Place trades in client investment portfolios to maintain client goals - Facilitate account setup paperwork, move money links, and account transfers - Run reports to ensure that all aspects of our client database are running smooth - Prepare client 1040 returns, 1041 returns, and 1120S returns - CA Notary Public - Communicate across all levels of the team to ensure projects stay on track - Interact with clients, and manage any requests - Place trades in client investment portfolios to maintain client goals - Facilitate account setup paperwork, move money links, and account transfers - Run reports to ensure that all aspects of our client database are running smooth - Prepare client 1040 returns, 1041 returns, and 1120S returns - CA Notary Public
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Urbanex Pest Control
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United States
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Consumer Services
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1 - 100 Employee
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General Manager
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Aug 2015 - Nov 2016
- Found building location, and set up a new office space - Negotiated deal with local dealership for a fleet purchase - Outfitted our trucks, and installed all branded decals - Established relationships with suppliers - Held regular training meetings with office staff and our field technicians - Managed customer expectations and satisfaction - Built efficient routes for our technicians - Co-Managed sales team - Worked with state and local municipalities to obtain proper licensing - Found and negotiated housing contracts for sales staff Show less
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Wolf Pest Control
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United States
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Consumer Services
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1 - 100 Employee
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Assistant Manager/Sales Representative
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May 2011 - Aug 2014
In my first year as a sales representative I out performed my more seasoned colleagues and I finished in the top 5 out of 30 sales reps. I did this through hard work, and perseverance. After 3 years of selling, I was given the opportunity to help lead a team. In my fourth year, I helped to motivate my team by consulting with the manager, and planning regular incentives. We held training meetings every morning during the week, to help the team overcome any objections that they may have been encountering. By the end of the Summer, we achieved our office goal, and I finished as the number one sales rep in our office. Show less
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BYU-Idaho
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United States
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Higher Education
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1 - 100 Employee
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Grounds Crew
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Jan 2013 - Jul 2013
Had the privilege of working for the University to beautify the grounds. During the winter months, my responsibility was to wake up early in the morning, and remove the freshly fallen snow from pathways and steps. In the spring time, we resumed regular landscaping duties. Had the privilege of working for the University to beautify the grounds. During the winter months, my responsibility was to wake up early in the morning, and remove the freshly fallen snow from pathways and steps. In the spring time, we resumed regular landscaping duties.
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Education
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2010 - 2015
Brigham Young University - Idaho
Bachelor's degree; in 2015, business; an emphasis in entrepreneurship -
2004 - 2007
Ponderosa High School
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2006 - 2006
Folsom Lake College
Community
