Candidate Information Name Available: Register for Free Title Financial Planning Services Target Location US-MI-White Lake Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
Search 2 million Resumes Keywords: City or Zip:	Related Resumes Customer Service Financial Planning Ypsilanti, MI Accounting Manager Financial Planning Clinton Township, MI Human Resources Financial Services Bloomfield Hills, MI Financial Services Accounts Payable Riverview, MI Customer Service Supply Chain Flint, MI Administrative Coordinator Client Services Westland, MI Service Representative Customer Detroit, MI

Candidate's Name
4602 S QUARRY CREEK DR, WHITE LAKE, MI 48383 PHONE NUMBER AVAILABLE EMAIL AVAILABLE OBJECTIVETo obtain a position in which I can use my skills and education to help further a company in its success. EXPERIENCE AND SKILLS1/1/2000 TO 07/31/2018 ADVANCED FINANCIAL PLANNING, INC. LIVONIA, MI OWNER/MANAGER OF OPERATIONSDirector of Advanced Financial Planning RIA (Registered Investment Advisor) in Michigan and Wisconsin. An RIA allows our firm to charge fees to clients either registered with the Securities and Exchange Commission (SEC) or state securities authorities in which we have been part of both.Administrator over the Financial Industry Regulator Authority (FINRA) Firm Gateway which is a single point of service allowing firms to quickly comply with rules, gather information, and FINRA interaction.Helped build one of the largest independently owned financial services in Michigan with over $150 million dollars in assets under management.Client/Advisor liaison to high net worth clientele and active in client retentionOrganized and ensured followed up on all new and existing accountsCreated Investment Net Worth statements for each client appointmentImplemented the ACT! CRM software as our client data base used by the officesMaintained operations in 5 of our office locationsAssisted in creating in depth financial plans for clientsAided attorneys to ensure estates were correctly titled, funded, and designated so as to avoid probateMaintained the books and records of the corporation as well as the client files that were subject to state and private regulators as well as direct interactionWorked closely with and prepared all necessary information for business cpa/accountant.Entered, processed, collected, and payed quarterly income due to each the RIA advisors accordinglyPayroll Administrator for the companys employeesFiled and pay monthly/quarterly/yearly employee taxes and reported to the IRS and State of MichiganEmployee conflict resolution1/1/2018 TO 12/31/2018 CREATIVE MONTESSORI ACADEMY SOUTHGATE, MI SUBSTUTE TEACHERTaught grades 1-65/24/2018 TO PRESENT FAITH CHRISTIAN ASSEMBLY LIVONIA, MI FINANCIAL OFFICERPayroll Administrator for the churchs employeesManage all accounts payable and receivables.Maintain detailed records of all of the finances of the churchMeet with the Church Board once a month to give an account of all income/expensesProficient in QuickBooksEDUCATION1999 UNIVERSITY OF MICHIGAN DEARBORN, MIBACHELOR OF ARTS  PSYCHOLOGYMINOR  SOCIOLOGYGRADUATED HONORS WITH DISTINCTION