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Professional Summary

Business Administration undergraduate student athlete with several years of professional background in customer service and business fields. Areas of specialization include finance, marketing and sales. I am an innovative individual with strong work ethic and ability to build lasting client relationships. Excellent communication and presentation skills. Talented in gathering, analyzing and defining business requirements to understand operations, needs and expectations.

  • Reliable
  • Team Player
  • Adaptability
  • Time Management
  • Ability to Work Under Pressure
  • Excellent Written & Verbal Communication Skills
  • Retail management
  • Data Entry
  • Currency transaction management
  • Customer service
  • Product Knowledge
  • Microsoft applications proficiency
Work History
07/2018 - Current Co-Owner Operator | Porters ProShop & Bowling Academy - Hampstead, MD
  • Maximized customer service and satisfaction by providing products and services to bowlers.
  • Conducted inventory, stocking and merchandising to track supplies and placed orders.
  • Organized tournaments, leagues and special events for customers and other athletes.
  • Created appointments for customers, performed regular maintenance for bowling products, educated customers on new and upcoming bowling industry products.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Communicated with customers via phone and email to confirm appointments and respond to inquiries.
09/2019 - Current Retail Management Associate | T Rowe Price - Owings Mills, MD
  • Processed IRA and Mutual fund redemptions, set up new accounts for new clients, worked with customers to understand and resolve issues with accounts.
  • Reviewed forms, legal documents and certifications to verify documentation to support redemptions and transfers.
  • Updated customer profiles with any new information for accounts, and called customers for clarification on activity for accounts.
06/2018 - 09/2019 ICU INOB Specialist | Toyota Financial Services - Owings Mills, MD
  • Performed various administrative functions, including emailing dealerships and auctions, investigating title issues, vehicle holds and training other team members to help in my position
  • Was promoted before finishing training prior to receiving current title
  • My report is high compliance and is crucial to getting aged cars sold as soon as possible
06/2017 - 08/2017 Summer ICU Clerk | Toyota Financial Services - Owings Mills , MD
  • Grounded and termed accounts for leasing contracts through Toyota and Lexus
  • Data entry of current mileage, allowed mileage, rate of miles, return date, ground dealership, payments, charges and fees
  • Worked with multiple team members to send out bills for customer accounts within a timely manner
06/2016 - 09/2016 Financial Advisor | Primerica - Rosedale, Maryland
  • Assisted clients with personal income issues
  • Taught clients how to save and invest their income
  • Sold Life, Auto, Home and other insurance
  • Recruited members to join my team
06/2015 - 08/2015 Front Desk Attendant | AMF Woodlawn - Woodlawn, Maryland
  • Greeted customers entering the bowling alley to understand what each customer wanted or needed
  • Operated a Point of Sale (POS) system to itemize and complete transactions including shoe rental, lanes and food
  • Assisted in helping customers understand and operate scoring system
05/2014 - 08/2014 Hostess | Outback Steakhouse - Owings Mills, Maryland
  • Seated guest and parties at desired table
  • Answered phones and placed guests on Call Ahead Seating list
  • Cleared tables
  • Cleaned bathroom
  • Rolled silverware
05/2012 - 04/2014 Receptionist | Nail Splash & Foot Spa - Owings Mills, Maryland
  • Managed office supplies, organization and upkeep of nail salon
  • Directed guests and routed them to desired nail technician
  • Answered and managed incoming and outgoing calls while recording accurate messages and appointments
  • Maintained a clean reception area, including lounge and nail tech areas
08/2002 - 07/2018 Sales Associate | Bowlers Discount Pro Shop - Towson, Maryland
  • Sell products such as bowling balls, shoes and accessories
  • Clean windows, vacuum and upkeep the pro shop
  • Clean, revive and resurface bowling balls
  • Take inventory once a week
05/2018 Morgan State University, Baltimore, Maryland Bachelor of Science: Business Administration
  • Member, Grant-Brett Promethean Kappa Tau Honor Society
  • Member, Student Athlete Advisory Committee
  • Morgan State University Bowling Rookie of the Year
  • NCAA Division 1 Student Athlete
  • 2.9 GPA
  • Coursework includes Finance, Economics, Marketing, Business Management, Ethics, International Business, Information Systems and Business Administration.
  • Awarded Bowling MVP
2014 Hereford High School, Parkton, Maryland High School Diploma:
  • Member, FFA
  • Member, Chinese Culture Club
  • Member, National Honor Society​
  • Graduated with Honors​
  • United States Bowling Congress Youth Star of Tomorrow Award 2014
  • United States Bowling Congress 11 Strikes in a Row for 298 Game
  • Received a Full Athletic Scholarship from Morgan State University and Graceland University
  • Opened Porters ProShop & Bowling Academy
This resume is created in 7 minutes.
Executive Profile
Capable Accountant successful at managing multiple clients and consistently meeting deadlines under pressure. Extensive knowledge of QuickBooks accounting software and processes. Accurate and timely processing client reports: financial statements, vendor payments, customer receipts, banking activity, collections, reserve study analysis, and other reports request by the Board of Directors. Coordinate client data for tax preparation and CPA yearly audits; data for reserve study specialists and working with Bureau of Indian Affairs (BIA)
Skill Highlights
  • QuickBooks Proadvisor
  • Tax Preparer (CTEC) 
  • Membership (CACM)
  • Proficient in Microsoft Office 
  • Self-motivated
  • Customer-oriented
  • Strong communication skills 
  • Valued team player 
Core Accomplishments
Accounting Skills
  • Assist CPA in IRS resolution applications
  • Operated computers programmed with accounting software to train staff.
  • Decreased labor cost  by training employees to multi-task and be more efficient
  • Researched and resolved billing problems
  •  Investigated and analyzed client complaints to identify and resolve issues.
  • Implement Account Receivable collections procedures  
  • Data Organization
    • Improved office organization by compiling reports, financial spreadsheets, organizational charts and company data reports using advanced Microsoft Excel functions
Professional Experience
03/2007 to 01/2017
Accountant The Lyttleton Company Rancho Mirage, California
  • Accountable for multiple HOA's and small business including overall customer satisfaction.
  • Developed and implemented efficient accounting, financial and operational systems using the QuickBooks software.
  • Worked closely with the Board of Directors on financial management strategies and problem resolution techniques.
  • Prepared daily reports of accounts payable, accounts receivable, cash and collections.
  • Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
  • Worked with escrow and title companies in close of escrows
03/2007 to 01/2017
The Lyttleton Company Financial Solutions Rancho Mirage, California
  • Reviewed detailed tax documentation needed to submit accurate corporate returns.
  • Assisted in the preparation of 1040, 1120, 1120S and 1065
  • Working knowledge of Drake and ATX software
  • Prepared all tax returns related to Federal and State payroll
  • Prepared California returns for State Board of Equalization
  • Prepared Offer and Compromise, State Board of Equalization, with 100% acceptance.
02/1995 to 12/2007
Accountant and Financial Advisor Jo'an's Idyllwild, California
01/1988 to 02/1995
Owner/Operator O'Sullivan's Idyllwild, California
Managed the daily operations of a multi million dollar full service restaurant
Sold O'Sullivan's to Jo'an's in 1995
Associate of Arts: Accounting
Associate of Science: Business Administration
Associate of Science: Office Administration
Continuous educational programs on corporate and partnership taxation
IRS Annual Filing Season Program. Record of completion has been recorded for 2017
CTEC Annual Filing record of completion has been recorded for 2017
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Real Estate professional that's highly adept at building excellent working relationships with other real estate agents, lenders, appraisers, title companies, surveyors and attorneys. Accomplished in contractually representing clients in all manners of purchasing, selling and leasing residential real estate properties. Driven and energetic. Expert Realtor dedicated in giving clients "First Class" professional service and honest advise, enabling them to make sound financial decisions in the sale or purchase of real estate
  • Proficient in Microsoft Office, Word, Power Point, Excel and Windows
  • National Association of Realtors
  • Board of Realtors Palm Beach
  • Lead Follow Up 
  • Negotiations expert
  • Experienced Entrepreneur 
  • Experienced buyers/sellers agent
  • Client Management
  • Honest and Ethical
  • Tech-savvy
  • Sales presentations
  • Highly Professional
  • Excellent Communicator 
  • Exceeds Sales Goals
Consecutive Sales Performance. Within the top three agents at Champagne and Parisi Real Estate. Featured on NBC, The Today Show regarding the South Florida Real Estate Market. Featured on the front page of the Sun Sentinel, "Bargain Homes- $50,000 or Less." Featured as Top Agent 2016 in Top Agent Magazine.
Entrepreneur/ Realtor/Real Estate Investor 11/2009 to Current Champagne and Parisi Real Estate Boca Raton, FL
  • Generated lists of properties that were compatible with buyer's needs and financial resources.
  • Maintained high referral rates and exceptional feedback from previous clients.
  • Educated clients on the current real estate market and answered any questions they had.  
  • Negotiated price, terms, conditions, inspections and financing.   
  • Wrote Contract Documents, Purchase Agreements and Closing Documents.
  • Pulled Comparables to negotiate on appraisals with the bank and/or appraisers. 
  • Cold / Warm called clients to obtain their business.  Actively followed up with prospects and hot leads.
  • Guided home-buyers and sellers through the process of short sales. 
  • ​Verified legal formalities were completed prior to closing dates. 
  • Followed up with Clients though-out the sales process. Created and maintained a client data base by meeting needs and providing exceptional customer service.
  • Showed residential properties and explained the features, values and benefits of available homes. 
  • Successfully guided home buyers and sellers through the sales and purchase of properties.
  • Promoted property sales through advertisements, open houses and participation in multiple listing services to maximize exposure.
  • Negotiated contracts and coordinated with lenders, attorneys and inspectors.  
  • Personally bought properties, made repairs/improvements and sold for a profit ( flipped properties)
Operations Manager/ Loan Originator/Financial Consultant 02/2004 to 02/2009 Assistant Vice Presient- Colonial Bank Boca Raton, FL
  • Ensure efficient Operation of the branch: preparing audit reports (monthly, quarterly and annually).
  • New Account Reviews, Completing Bank Secretary Act and Suspicious Activity reports daily.
  • Daily audit of regulatory/compliance standards.
  • Risk and Fraud Management
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.
  • Trained employees on cash drawer operation.  
  • Adhered to Colonial Bank's security and audit procedures
  • Collaborated with senior executive management team to establish goals, objectives and strategies.
  • Created, developed, and implemented marketing activities, ensuring that all sales functions align with company vision and support attainment of performance goals. 
  • Motivate employee performance and continuously develop talent through encouragement, feedback and coaching.
  • Responsible for achieving and monitoring aggressive team performance targets, such as productivity, quality, customer satisfaction and fraud losses.
  • Assisted with Mergers and establishing uniformity among new branches.
  • Educator/Mentor on new hires.
  • Traveled/Assisted with other branches that lacked in operational soundness.
  • Significant Achievement: "Excellent" audit rating.
Financial Service Representative 02/2002 to 02/2004 SouthTrust Bank Ft. Lauderdale, Fl
  • Promoting, cross-selling and servicing a full range of financial products and services, with emphasis on establishing multiple account relationships with all clients.
  • Initiating and accepting loan applications for real estate, consumer and other loan products.
  • Significant Achievement: "Champion's Club" for three consecutive years.
  • Top Producer" within South Florida.
Financial Advisor 02/2001 to 02/2002 Morgan Stanley Ft. Lauderdale, FL
  • Received extensive training in financial services, specialized in Retirement Planning.
  • Educated on SEC and NASD rules and regulations.
  • Solution selling, relationship building, and consultative sales.
  • Lead generation through telemarketing and conducting/presented educational seminars to prospective clients.
  • Series 7 - National Association of Securities Dealers' (NASD)
  • Series 66- Combined State Law examination (series 63 and 65)
  • Series 31- Future managed funds
Bachelor of Science May 2001 Florida Atlantic University Boca Raton, Florida Bachelor of Science Degree in Management, Marketing, and Small Business Entrepreneurship
Relationship building, Lead Development, Marketing, Management,  Proves Sales Record, Advertising, Networking, Vision, Computer Proficient, Task and Time Management, People Skills, Enthusiastic People Person, Advanced Problem-solving,Great Organizational skills.
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Professional Summary

Top-performing business athlete and skilled development professional. Aggressive, innovative team player with the hunger, agility and intelligence to discover and deliver victories in complex conditions. Entrepreneurial vision and leadership skills to drive industry innovation, growth and expansion. Meets goals through strategic business planning and effectively building loyal, long-term relationships internally and externally.

  • Critical and creative thinking
  • Excellent listening skills
  • Customer satisfaction
  • Account and territory management
  • Revenue and profit maximization
  • Passionate, driven, team first focus
Work History
Business Owner - Fundraising Sales, 04/2006 to Current
Game Face, Inc. (dba Adrenaline Fundraising) Brewster, NY
  • Annually manage a portfolio of 110 accounts totaling $850K+ in sales.
  • Spearheaded expansion and development initiatives in NY, CT & NJ.
  • Led sales forecasting, market trend evaluation and segment strategies.
  • Uncovered and qualified prospects and sales opportunities in targeted markets using multiple external resources.
  • Developed new business relationships by effectively uncovering client needs and communicating tangible and intangible assets. 
  • Maximized revenues in several programs by implementing consultative strategic planning and training techniques.
  • Fostered and facilitated relationships with product distribution channels to increase product sales.
  • Developed and implemented tools and value-added strategies for digital campaigns to increase profitability.
  • Networked and interacted with local, national and international associations to optimize industry connections.
Financial Advisor, 10/2005 to 03/2006
Merril Lynch Rockefeller Center, NY
  • Identified investment opportunities, threats and challenges to accurately forecast the company budget.
  • Researched clients' business issues and goals to offer appropriate solutions.
  • Pursued all website inquiries in specific territories to increase potential customer base.
Office Manager & Sales Representative, 02/2002 to 09/2005
Liberty Mutual Group Ridgefield, CT
  • Led cross-functional teams to create impactful messaging, demand-generation programs and sales tools.
  • Negotiated prices, terms of sales and service agreements.
  • Evaluated current service needs and product satisfaction levels with established customers.
Bachelor of Arts: Communications, 2001
University of New Hampshire - Durham, NH
  • Minor in Business Administration
  • Scholarship Athlete Member of Men's Soccer Team  1
  • Member of Sigma Alpha Epsilon 1
  • Academic All Conference 1997, 1
  • All Conference Selection, Team Captain and Student Athlete Advisory Council Board Member 2000 & 2001
High School Diploma: 1997
Guilderland High School - Guilderland, NY
My family and I manage a 4-Generation household and volunteer multiple times a week at our church. These are things we are passionate about and do based on a love of serving others.
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Work History
MANAGER 11/2012 to Current
  • Carefully interviewed, selected, trained and supervised staff.
  • Clearly and promptly communicated pertinent information to staff, such as large reservations or last minute menu changes.
  • Organized special events in the restaurant, including receptions, promotions and corporate luncheons.
  • Interacted positively with customers while promoting facilities and services.
FINANCIAL ADVISOR 02/2011 to 06/2013
  • Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
  • Listen and understand the needs of a customer
  • help the client to get out from debt
FINANCIAL ADVISOR 08/2015 to 07/2016
  • Team Management Skills

  • Coursework in Fundamentals of Communication, Strategic Sales and Retail Marketing
  • Coursework in Professional Prospecting Skills
  • Project Management
  • Communication Skills
This resume is created in 7 minutes.
Project Management (First Annual Buddy Walk)- Communications/ Marketing Team *Brotherhood of Successful Scholars- Member *Consulting and Marketing with a local company, reTHink- Marketing Team *Indiana State University Radio- Z90.7 FM WZIS- Production *Black Optimistic Men and Brothers- Member *L.E.A.F- Floor Governor Volunteer *Ryves Youth Center April 2015- April 2016 *Donaghy Day August 2013 *Go Green Day April 2013
05/2017 to Current
Financial Advisor Westpoint Financial Group Carmel, IN
  • Assists and help clients develop short-term and long-term goals.
  • Transacts life and health insurance sales with clients (family, business, individual).
  • Provides advice on retirement plans and financial planning.
01/2017 to 01/2017
Specialist Tele-performance Merrillville, IN
  • Resolved issues and satisfied customer complaints all over the United States.
  • Repeatedly worked at the same thing which enhanced and expanded my horizon of interest rates and credit.
  • Developed better communication skills by talking and satisfying customers over the phone.
11/2016 to 05/2017
Camera Operator ESPN 3 Terre Haute, IN
  • Listened, followed, and responded quickly to directions.
  • Assembled and organized work equipment.
  • Recorded and followed movement of Indiana State University's sport games.
  • Developed better listening skills and have the ability to work at a fast pace.
01/2016 to 05/2017
Chief Business Development Officer Scott College of Business Success Team Terre Haute, IN
  • Having knowledgeable inferences in all relations to the business team.
  • Helps and maintain good relationships with my business partners.
  • Facilitates with other team members by working together towards the team's goals.
09/2015 to 05/2017
Sales Associate- Deli/ Cashier Walmart/ SAMs Club Terre Haute, IN
  • Interacted positively and communicating well with members and coworkers.
  • Listened closely to customer's/member's requests and orders.
  • Adhered to safety and sanitization protocols to ensure proper handling of products.
  • Maintained patience and quality performance while working in a fast paced environment.
Buddy Walk Terre Haute, IN
  • Project Management- Management.
  • Created and conducted presentations to organizations/ clubs about event.
  • Attaining enough volunteers for event.
  • Developed work breakdown structures for the entire project.
  • Exceeded fundraising goals and event participation.
Education and Training
May 2017
Bachelor of Science: Business Management Indiana State University Terre Haute, IN Business Management
communication skills, credit, clients, fast, financial planning, fundraising, insurance sales, listening, presentations, Project Management- Management, protocols, quality, safety, phone
Additional Information
  • Collegiate Involvement *Project Management (First Annual Buddy Walk)- Communications/ Marketing Team *Brotherhood of Successful Scholars- Member *Consulting and Marketing with a local company, reTHink- Marketing Team *Indiana State University Radio- Z90.7 FM WZIS- Production *Black Optimistic Men and Brothers- Member *L.E.A.F- Floor Governor Volunteer *Ryves Youth Center April 2015- April 2016 *Donaghy Day August 2013 *Go Green Day April 2013