Experience

WorkTrip

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Partner

  • Oct 2016 - Present

   Acquired and grew WorkTrip from 126 clients to 451 clients  Recruited and trained Tax Preparers on how to file 1040s, Schedule C, and Partnership returns  Filed over 550 individual and business tax returns  100 hours of tax training on numerous topics surrounding capital and business structure  Acquired and grew WorkTrip from 126 clients to 451 clients  Recruited and trained Tax Preparers on how to file 1040s, Schedule C, and Partnership returns  Filed over 550 individual and business tax returns  100 hours of tax training on numerous topics surrounding capital and business structure



Green Dot Labs

• Project Specialist

  • Oct 2017 - May 2018

   Implemented Microsoft NAV accounting software from QuickBooks  Reconciled and audited head accountant’s daily, monthly, and yearly General Ledger  Helped facilitate new operational processes to switch to accrual base accounting method  Implemented Microsoft NAV accounting software from QuickBooks  Reconciled and audited head accountant’s daily, monthly, and yearly General Ledger  Helped facilitate new operational processes to switch to accrual base accounting method



CETO inc

• Chief Of Staff

  • May 2016 - Oct 2016

  Chief of Staff Created and managed statement of cash flows for family office and two business accounts through Excel and QuickBooks Auditing of all transactions of both businesses and family office Developed and innovated a new product to be brought to market end of 2017 Designed and brainstormed branding, ergonomics, and industrial design of product Chief of Staff Created and managed statement of cash flows for family office and two business accounts through Excel and QuickBooks Auditing of all transactions of both businesses and family office Developed and innovated a new product to be brought to market end of 2017 Designed and brainstormed branding, ergonomics, and industrial design of product



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker II

  • Dec 2015 - May 2016

  Assisting customers with over $25,000 on succeeding financially. Guided and established Retirement plans for customers. Partnered customers with Private Bankers for investable asset products, Home Equities, and Home Mortgages

• Personal Banker

  • Nov 2014 - Dec 2015

  Building and managing customer relationships to help customers succeed financially. Establishing and processing credit applications and checking/savings accounts. Assisting business clients with advice on starting new businesses in the state of Colorado. Coaching and mentoring Tellers on cross selling products. Exceeding sales quotas every quarter

• Bank Teller

  • Nov 2011 - Nov 2014

  Duties included handling and processing cash transaction. Maintaining excellent customer service. Meeting and Exceeding sales quotas on a quarterly basis including being the number one sale performer in Colorado for three quarters



Southwestern Advantage

• United States
• Professional Training and Coaching
• 400 - 500 Employee

• Student Manager

  • Aug 2012 - Aug 2014

  Recruited, trained, managed, and motivated a team of four salespeople. Developed managerial and public speaking skill through instruction of forty first year students both in one on one and group settings. Planned and developed weekly sales meetings and individual conferences while on the selling field and throughout the school year. Attended over 300 hours of advances sales and leadership training. Personal Retail sales in a 16 week period $38,936. Relocated to New York and Pennsylvania for the summer

• Sales Associate

  • Dec 2011 - Aug 2012

  Independent Contractor in direct sales of educational products. Prospected and approached over 3,000 families from different socioeconomic backgrounds. Established success principles through direct sales(personal motivation, goal setting, positive attitude, schedule).Executed all ordering, inventory, sales, accounting, presentation, and delivery of products. Personal Retail sales in a 9 week $18,560.16. Relocated to Indiana for the summer