Experience

Pollard & Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Pension Administrator

  • May 2022 - Present

  Hunt Valley, Maryland, United States



PENSION PLANNERS, INC.

• United States
• Financial Services

• Pension Administrator

  • Nov 2017 - Apr 2022

  Naples, Florida Area My job responsibilities include: -Plan Design -Proposals -Plan Document Preparation & Interpretation -Trust Reconciliation -Compliance Testing -IRS Form 5500, 8955-SSA, 1099-R Filings -Process distributions and loans



Advocate Consulting Legal Group, PLLC

• United States
• Legal Services
• 100 - 200 Employee

• Tax Intern

  • Nov 2016 - Nov 2017

  Naples, Florida Area -Converting client supplies flight log activity data into business usage analysis for their tax returns -Inputting and balancing of client financial statements -Tracking capital accounts -Using Lacerte (Income tax software) for income tax return preparation -Preparing draft 1065 and 1120S tax returns, as well as individual Schedule C and 4562 -Drafting State income tax returns -Using of excel tools for calculating the tax consequences of: -1031 exchanged … Show more -Converting client supplies flight log activity data into business usage analysis for their tax returns -Inputting and balancing of client financial statements -Tracking capital accounts -Using Lacerte (Income tax software) for income tax return preparation -Preparing draft 1065 and 1120S tax returns, as well as individual Schedule C and 4562 -Drafting State income tax returns -Using of excel tools for calculating the tax consequences of: -1031 exchanged -Disposition and recapture -Preparing draft Sales tax returns Show less



Chipotle Mexican Grill

• United States
• Restaurants
• 700 & Above Employee

• Service Manager

  • Oct 2014 - Nov 2016

  Fort Myers, Florida Area As a service manager, it is my duty to make sure the customers have an extraordinary experience. I exceed their expectations, which results in repeat customers. I empower my team by making them confident through the knowledge I share with them. I use tools such as great communication and high energy to create a fun work environment and to ensure smooth restaurant operations.

• Kitchen Manager

  • May 2014 - Oct 2014

  Fort Myers, Florida Area I prepared truck orders for smooth daily restaurant operations. I counted inventory to ensure the right amount of products were present. I controlled labor to ensure the highest profit possible. I counted deposits to ensure accurate cash reconciliation. I also trained new crew members.

• Crew member

  • Jun 2012 - May 2014

  •Resolved customers’ issues in order to maintain customers’ satisfaction •Trained cashiers and cooks on company procedures, policies, and practices



Gulf Coast Humane Society

• United States
• Veterinary Services
• 1 - 100 Employee

• Accounting Intern

  • Dec 2015 - Apr 2016

  Fort Myers, Florida Area



Moe's Southwest Grill

• United States
• Restaurants
• 1 - 100 Employee

• Crew Member

  • Jun 2011 - Jun 2012