Experience

Gradient Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Vice President Marketing

  • Jun 2013 - Present

  We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Plus we offer access to tax and compliance services through our third-party affiliates: Stovall and Associates, Ltd. and RIA Registrar, LLC. If you are an independent licensed producer looking not only to grow your current practice, but to become more efficient and free up extra time for more appointments or time with your family please give me a call. 800.407.4137 Show less



Security Benefit

• United States
• Financial Services
• 400 - 500 Employee

• Financial Reporting Tax Accountant

  • Aug 2011 - Apr 2013

  •Post and balance ledgers for annuities, mutual funds, broker/dealer operations and asset management, including monthly financial statements. •Verify balances, and reconcile various transactions and reports. •Analyze and verify internal consistency, completeness and mathematical accuracy of accounting documents. •Assist GAAP audit and preparation of GAAP audit reports. •Assist the preparation of statutory financial reporting; monthly, quarterly, annual statements and audit and audit reports. •Balance, review and monitor tax withholding process to ensure government agencies are paid accordingly. •Prepare, balance and review 1099 data to ensure proper tax reporting. •Research and monitor current tax regulations, update processing documentation as needed to comply with government agencies. Show less