Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals.
Overview
18
18
years of professional experience
Work History
Manager
Gates Finance & Tax Service
03.2016 - 04.2025
Led team in delivering exceptional client service and support for diverse financial and tax needs.
Developed and implemented process improvements to enhance operational efficiency and client satisfaction.
Oversaw staff training programs to ensure compliance with regulatory standards and best practices.
Managed workflow optimization initiatives, resulting in streamlined operations and increased productivity.
Established strong relationships with clients, enhancing retention rates through personalized service delivery.
Manager
Credit Central
01.2007 - 03.2016
Led team in delivering exceptional client service and support for diverse financial and tax needs.
Developed and implemented process improvements to enhance operational efficiency and client satisfaction.
Coordinated cross-functional collaboration to address complex financial challenges faced by clients.
Established strong relationships with clients, enhancing retention rates through personalized service delivery.
Managed and motivated employees to be productive and engaged in work.
Taxpayer Services Specialist 1 (Offer in Compromise Unit) at NYS Department of Tax & FinanceTaxpayer Services Specialist 1 (Offer in Compromise Unit) at NYS Department of Tax & Finance