Experience

Lindsey Financial, Inc

• United States
• Financial Services
• 1 - 100 Employee

• Case Manager

  • Mar 2017 - Present



Monolithe Tax and Accounting Services

• Irvine, CA

• Staff Accoutant

  • Oct 2014 - Oct 2016

  Worked both independently and collaboratively with our team to prepare and file over eight hundred individual, business, trust and estate tax returns annually Conducted financial statement analysis, bookkeeping, prepared payroll tax returns, prepared sales and use tax returns Through developing “Total Tax Relationships” with clients, assisted in growth of annual business revenue by $200,000 Worked both independently and collaboratively with our team to prepare and file over eight hundred individual, business, trust and estate tax returns annually Conducted financial statement analysis, bookkeeping, prepared payroll tax returns, prepared sales and use tax returns Through developing “Total Tax Relationships” with clients, assisted in growth of annual business revenue by $200,000



Bank of America

• United States
• Banking
• 700 & Above Employee

• Small Business Deposits Representative

  • Jan 2012 - Dec 2014