Experience

Wahed

• United States
• Financial Services
• 100 - 200 Employee

• 401k Rollover Specialist

  • Aug 2022 - Present



Velox Clearing

• United States
• Financial Services
• 1 - 100 Employee

• Accounting Associate

  • Dec 2021 - Aug 2022



SMA Financial, Inc

• United States
• Accounting
• 1 - 100 Employee

• Accounting Associate

  • Jan 2021 - Sep 2021

  — Assisted customers file their tax returns and successfully obtain tax refunds — Managed and reconciled accounting records of million-dollar companies — Successfully filed corporate tax returns for Corporations, LLCs and Partnerships — Assisted customers file their tax returns and successfully obtain tax refunds — Managed and reconciled accounting records of million-dollar companies — Successfully filed corporate tax returns for Corporations, LLCs and Partnerships



Fenix Consulting Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Account Manager

  • Jan 2018 - Jun 2018

  — Assisted hundreds of new customers in purchasing internet and cable services provided by Spectrum — Recommended appropriate plans tailored for each customer’s needs — Managed to consistently maintain one of the highest customer conversion rates company wide — Assisted hundreds of new customers in purchasing internet and cable services provided by Spectrum — Recommended appropriate plans tailored for each customer’s needs — Managed to consistently maintain one of the highest customer conversion rates company wide



PwC

• Professional Services
• 700 & Above Employee

• Line of Service Assurance Intern

  • Jul 2017 - Aug 2017

  — Collaborated with auditing team to assess company’s financial statements and ensure validity — Coordinated different aspects of the auditing process to investigate multi-million-dollar budgets — Collaborated with auditing team to assess company’s financial statements and ensure validity — Coordinated different aspects of the auditing process to investigate multi-million-dollar budgets