Bio
Experience
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Intuit Accountants
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Plano, TX
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Senior Tax Software Consultant
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Sep 2014 - Present
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Plano, TX
Intuit PROCONNECT: "It's the Connection between our Professionals and their Clients"Partnering with our CPA's, EA's and Tax Preparer's in growing their business with the right ECOSYSTEM of accounting & tax products - "DO THE NATIONS TAXES"Lacerte, Proseries, Intuit Tax Online
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United States
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Software Development
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700 & Above Employee
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QuickBooks Sales Manager
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Dec 1995 - Aug 2014
I love and believe our solutions can make a difference in helping small businesses grow. I partner with my peers, advisors, leadership group in solving for our Employees, our Customers, and our Shareholder.Revolutionize our customers lives so profoundly that they will never think about doing it the OLD WAY.
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Website Sales & Service Manager
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Jun 2010 - Jul 2012
Lead and develop AWESOME customer focus sales advisors that assist our small business customers in making decisions around their Financial Management Tools.
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FSG Sales Manager- Quickbooks/Quicken
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Dec 1995 - Jun 2010
Lead consultants to assist customers in their supplies for QuickBooks and Quicken.Upsell and Cross sell opportunities.
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Claims Adjuster
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Jan 1989 - Jun 1994
Assisted customers in auto or motorcycle claims and bodily injury claims.
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Office Manager
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Jun 1989 - Jun 1990
Assisted our Real Estate Agents in their everyday marketing, processing of paperwork and systems specialist for training and development purposes.
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Education
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1988 - 2002Germanna Community College
Bachelor of Business Administration (B.B.A.), Major -
Stafford High School
Suggested Services
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Industry Focus. “Financial Services”
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References
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