Experience

Trusaic

• United States
• Software Development
• 1 - 100 Employee

• Business Development Executive - Employee Retention Credit

  • Apr 2021 - Present

• Business Development Executive

  • Apr 2021 - Present

  Looking for small companies and non-profit organizations with less than 500 employees affected by the COVID-19 pandemic to avail of the government's assistance called the Employee Retention Credit (ERC) tax refunds even if they availed of the Payroll Protection Program (PPP Loans).



G. Torres & Associates

• Sherman Oaks, CA United States of America

• Tax Specialist

  • Jan 2020 - Apr 2021

  Under the TAX CUTS AND JOBS ACT (TCJA) of 2017 and the CARES ACT of 2020, small business owners and self-employed individuals can avail of all available tax credits and deductions to help them save money on income tax. They need the help of Tax Planners who specialize in helping their clients take advantage of all the tax benefits and incentives before filing their taxes. Under the TAX CUTS AND JOBS ACT (TCJA) of 2017 and the CARES ACT of 2020, small business owners and self-employed individuals can avail of all available tax credits and deductions to help them save money on income tax. They need the help of Tax Planners who specialize in helping their clients take advantage of all the tax benefits and incentives before filing their taxes.



First Capitol Consulting

• United States
• Software Development
• 1 - 100 Employee

• Business Development Manager

  • Jan 2000 - Dec 2018

  1. Assisting Applicable Large Employers (ALE) with full ACA compliance reporting and cost minimization services regarding the Affordable Care Act (ACA) compliance requirements. 2. Assisting business clients in maximizing their federal Work Opportunity Tax Credit (WOTC) with our toll free call center and web-based pre-screening services. 1. Assisting Applicable Large Employers (ALE) with full ACA compliance reporting and cost minimization services regarding the Affordable Care Act (ACA) compliance requirements. 2. Assisting business clients in maximizing their federal Work Opportunity Tax Credit (WOTC) with our toll free call center and web-based pre-screening services.



Primerica Financial Services

• Greater Los Angeles Area

• Sr. Regional Manager

  • Jan 1992 - Jan 2000

  My responsibilities included providing services to clients with their insurance and investment needs (mutual funds accounts) through Primerica Life Insurance Co,Travelers Insurance and Smith Barney Mutual Funds. My responsibilities included providing services to clients with their insurance and investment needs (mutual funds accounts) through Primerica Life Insurance Co,Travelers Insurance and Smith Barney Mutual Funds.



Development Bank of the Philippines

• Philippines
• Banking
• 700 & Above Employee

• Chief Technical Specialist

  • Sep 1972 - Dec 1986

  My responsibilities included helping distressed large accounts of the Bank with offering various options necessary to make them viable again. My responsibilities included helping distressed large accounts of the Bank with offering various options necessary to make them viable again.