Kevin Felty
Financial Advisor at Fusion Capital Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Hampton Roads
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Fusion Capital Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Dec 2021 - Present
Norfolk, Virginia, United States
-
-
-
Children's Hospital of The King's Daughters
-
United States
-
Hospitals and Health Care
-
700 & Above Employee
-
Surgical Technologist
-
Jul 2020 - Present
Norfolk, Virginia, United States
-
-
-
Jackson Hewitt Tax Service Inc.
-
United States
-
Financial Services
-
700 & Above Employee
-
Tax Preparer
-
2019 - Mar 2022
Norfolk, Virginia Area I assist a clients in a high volume office with filing their tax returns. This entails consulting and giving tax advice for tax planning purposes. I help clients organize their overall tax situation to achieve maximizing their deductions, having adequate withholdings, keeping adequate business records for schedule C returns and taking advantage of itemizing their deductions while adhering to the guidelines and rules of the IRS.
-
-
-
AWG Financial
-
United States
-
Insurance
-
1 - 100 Employee
-
Agent
-
2013 - Mar 2022
-
-
-
Bon Secours
-
United States
-
Hospitals and Health Care
-
700 & Above Employee
-
Surgical Technologist
-
Sep 2011 - Jul 2020
Norfolk, Virginia Area
-
-
Education
-
Longwood University
Master of Business Administration - MBA, Business Administration and Management, General -
Eastern Virginia Medical School
Certificate, Surgical Assisting -
Old Dominion University
Bachelor of Science (BS), Accounting
Community
You need to have a working account to view this content.
Click here to join now