Experience

WBL CPAs + Advisors

• United States
• Accounting
• 1 - 100 Employee

• Supervisor

  • Jun 2018 - Present

• Audit Senior Staff Accountant

  • Jun 2016 - Jun 2018

• Audit Staff Accountant

  • Dec 2014 - Jun 2016



WBL CPAs + Advisors

• United States
• Accounting
• 1 - 100 Employee

• Audit Intern

  • May 2014 - Aug 2014



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Nov 2013 - May 2014

  Deliver a broad base of financial and credit services to clients with the goal of achieving 100% of their business. Perform a wide range of services including document preparation, forecasting, servicing & maintenance and problem resolution. Provide assistance to customers and administer all teller transactions accurately. Manage all customer paperwork and ensure compliance to processing policies. Analyze client policies in bank and provide upgrade to present policies as per requirement. Facilitate help for all customers in vase of any special services Show less

• CSSR

  • Feb 2011 - Nov 2013

  Provides prompt quality customer service along with support to Bankers and store management. Performs wide range of services including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, notary, processing check orders), and problem resolution. Manages customer portfolio, services relationships and cross-sells all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Show less