Experience

Miles College

• United States
• Education Management
• 100 - 200 Employee

• Instructor

  • May 2016 - Present

  Miles College is a 4-year High-Ed College founded in 1898. Currently teaching Business Courses as Instructor. Summer 2016 Course Assignment AC 212 Principles of Accounting II GB 361 Fundamentals of Financial Management GB 460 Entrepreneurship Fall 2016 Course Assignment AC 210 Survey of Accounting AC 211 Principles of Accounting I AC 212 Principles of Accounting II GB 361 Fundamentals of Financial Management GB 364 Principles of Investment GB 370 Personal Finance Show less



Jackson Hewitt Tax Service Inc.

• United States
• Financial Services
• 700 & Above Employee

• Tax Preparer

  • Dec 2011 - Apr 2016

   Responsible for conducting individual and small business taxpayers interview to establish appropriate filing status  In charge of gathering necessary documentation to file tax returns for clients, inputting taxpayers’ pertinent information in tax software using GAAP Principles  Responsible for filing taxpayers returns, documenting interview due-diligence, and offering IRS audit services to taxpayers for potential audits readiness  Responsible for following up with taxpayers about filing status on an ongoing basis until refunds owed them are received or taxes owed by them are sent to the IRS Show less



AIG

• United States
• Insurance
• 700 & Above Employee

• Financial Representative

  • Jun 2013 - Jan 2016

   Responsible for identifying, soliciting, and establishing Client-Advisor relationships for individual and small business prospects with life and health insurance benefits, executive bonus and key-person benefits, estate, income tax, investment, and retirement planning needs  Responsible for gathering financials and other relevant information to create a comprehensive client profiles  Responsible for performing financial analysis, preparing financial statements, and budgets consistent with client goals  Responsible for recommending, implementing, and monitoring plans based on clients current and projected financial goals and needs  Responsible for developing efficient interview and presentation processes that are credited for an 85% closing ratio of prospects, create profiles, and tailor products that meets client goals  In charge of generating weekly reports for 375 clients’ accounts with over 25 million face amount and $300,000 monthly premiums. Continuously save company’s business by identifying policies at risk of lapsing and calling clients to collect premiums in time  Top Producer in the first quarter of 2015 with $45,000 in premium that won me a Top-Producer recognition trip to Fort-Lauderdale, FL Show less



J.T.K. International, Inc

• Birmingham, AL

• Business Analyst

  • Jan 2004 - May 2009

   Prospected for small to mid-sized businesses for sale with annual revenues between $200,000 and $5,000,000  Gathered and analyzed financial statements of businesses listed for sale  Established selling value using Discounted Cash Flow analysis, prepared confidential acquisition profile reports  Marketed businesses listed for sale through multiple venues, identified qualified buyers, facilitated due-diligence  Drafted letter of intent to buy, conditional purchase agreements and final purchase agreement for buyers and sellers attorneys  Helped qualified buyers to secure funding through various lenders  Ordered environmental reports for regulated businesses and other closing documents  Coordinated successfully with title companies, appraisers, attorneys, accountants, lenders, sellers, and buyers to close 23 businesses in 5 years Show less