Experience

CORE Wealth Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Analyst

  • May 2019 - Present

  Review client Quickbook files, ensuring information is accurate and up to date Finalize tax returns for clients, such as 1040s and 1120s Conduct comparative analysis of historical stock market data, identifying trends and forecasting Meet with clients, going over financial wealth plans that are developed to accomplish financial goals Review client Quickbook files, ensuring information is accurate and up to date Finalize tax returns for clients, such as 1040s and 1120s Conduct comparative analysis of historical stock market data, identifying trends and forecasting Meet with clients, going over financial wealth plans that are developed to accomplish financial goals



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• Tax Associate

  • Jan 2019 - Apr 2019

  Prepared 50+ tax returns that include 1040, 1040NR, 1120, 1120s and 1065 forms Conducted tax related research by analyzing information in the company database and IRS Handled client tax questions and work with clients to collect necessary information for tax return completion and compliance Provided exceptional service by supporting client engagements on time and within budgets, identify issues, along with communication progress Prepared 50+ tax returns that include 1040, 1040NR, 1120, 1120s and 1065 forms Conducted tax related research by analyzing information in the company database and IRS Handled client tax questions and work with clients to collect necessary information for tax return completion and compliance Provided exceptional service by supporting client engagements on time and within budgets, identify issues, along with communication progress



Land South Management

• Lakeland, FL

• Staff Accountant

  • Oct 2017 - Dec 2018

  Reviewed and verified 1099 and 1098 tax forms with the Chief Financial Officer to ensure IRS compliance Examined credit card bills exceeding $100,000 and assigned the entries to appropriate accounts Coordinated financial transfers between Land South and various property owners Completed monthly journal entries to track each individual owners profits Reviewed and verified 1099 and 1098 tax forms with the Chief Financial Officer to ensure IRS compliance Examined credit card bills exceeding $100,000 and assigned the entries to appropriate accounts Coordinated financial transfers between Land South and various property owners Completed monthly journal entries to track each individual owners profits



First National Bank

• Wiscasset, Maine

• Banking Associate

  • Jun 2016 - Aug 2017

  Exceeded monthly sales goals by 100% contributing to team success Opened saving and checking accounts for new and existing customers Communicated effectively with customers to address questions and concerns Promoted bank products and services, tailoring interactions to meet the unique needs of each customer Exceeded monthly sales goals by 100% contributing to team success Opened saving and checking accounts for new and existing customers Communicated effectively with customers to address questions and concerns Promoted bank products and services, tailoring interactions to meet the unique needs of each customer