Nicholas Tishman

Account Executive at ClearOne Advantage
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US

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Credentials

  • Preparer Tax Indentification Number
    Internal Revenue Service
    Jan, 2023
    - Nov, 2024
  • Security Guard/Armed Security Guard
    State of Florida
    Oct, 2020
    - Nov, 2024
  • Basic Life Support for Healthcare Providers (BLS)
    American Heart Association
    Feb, 2020
    - Nov, 2024

Experience

  • ClearOne Advantage
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Account Executive
      • May 2023 - Present

      Helping individuals overcome debt and achieve financial freedom through personalized financial strategies. Helping individuals overcome debt and achieve financial freedom through personalized financial strategies.

  • USA Tax Help
    • Tax Preparer
      • Jan 2023 - Apr 2023

      • Develop comprehensive knowledge of tax regulations and filing procedures. • Complete all tax forms in accordance with policies and in compliance with legislative and regulations. • Meet with clients to discuss individual tax needs and advice. • Prepare federal tax documents by assembling and analyzing financial information and completing forms with tax - related software. • Develop comprehensive knowledge of tax regulations and filing procedures. • Complete all tax forms in accordance with policies and in compliance with legislative and regulations. • Meet with clients to discuss individual tax needs and advice. • Prepare federal tax documents by assembling and analyzing financial information and completing forms with tax - related software.

  • Morning Financial Inc.
    • Sales Manager
      • Jan 2021 - Nov 2022

      • Manage and lead a team of 6-10 Enrollment Specialist agents. • Actively send out leads to agents while maintaining inbound calls. • Retain clients’ memberships through utilization of sales and customer service techniques. • Manage group meetings and individual coaching’s with agents. • Have the ability to get the job done working on and off the phones. • A multitasker who thrives in a fast-paced high-pressure work environment.

    • Enrollment Specialist
      • Jan 2021 - Nov 2022

      Enrollment Specialist – Offering financial relief services to those who struggle with overwhelming consumer debt. • Actively listen to clients / build a strong relationship over the phone • Proficient with CRM tools, Zoho and Salesforce • Be empathetic and patient while talking to clients for hours. • Consult by phone with clients regarding their current financial situation and review their debt relief options. • Prepare budgets regarding the client’s personal life. •… Show more Enrollment Specialist – Offering financial relief services to those who struggle with overwhelming consumer debt. • Actively listen to clients / build a strong relationship over the phone • Proficient with CRM tools, Zoho and Salesforce • Be empathetic and patient while talking to clients for hours. • Consult by phone with clients regarding their current financial situation and review their debt relief options. • Prepare budgets regarding the client’s personal life. • Educating others on enrollment plans including debt settlement, debt validation, and consolidation loans

  • Trident Ground Protection Security, LLC
    • Security and Investigations
    • Security Officer
      • Oct 2020 - Jan 2021

      – Patrolling and protecting the company’s client’s assets and properties. · Provides ultimate customer service and safety to the residents while patrolling neighborhoods and protecting assets · Patrolling Hotel Lobbies’ and providing customer service as well as assisting with any hotel maintenance needed to further help the guest/residents – Patrolling and protecting the company’s client’s assets and properties. · Provides ultimate customer service and safety to the residents while patrolling neighborhoods and protecting assets · Patrolling Hotel Lobbies’ and providing customer service as well as assisting with any hotel maintenance needed to further help the guest/residents

  • 8th Domain Technology, LLC
    • United States
    • Advertising Services
    • Sales And Marketing Representative
      • Jan 2017 - Dec 2020

      - Responsible for researching the internet and locating leads for the company’s sales team. - Creating a software solution to a client's problem. The problem was the fact that everything the client did was paper based, which lead to loss of data, and an unorganized work space. - Responsible for researching the internet and locating leads for the company’s sales team. - Creating a software solution to a client's problem. The problem was the fact that everything the client did was paper based, which lead to loss of data, and an unorganized work space.

Education

  • Florida Atlantic University
    Bachelor's degree

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