Your Name
Summary
Financial, Accounting, Income Tax Return Preparation, Insurance and Managerial Business experience
Overview
46
46
years of professional experience
1
1
Certification
Work History
Senior Tax Specialist
Block Advisors/H&R BLOCK
Stockton, CA
11.2019 - Current
- Preparation of income tax returns and bookkeeping
- Advise clients of strategies to minimize the payment of taxes
- Knowledge in accounting using Quickbooks, Xero Accounting and Lacerte income tax return processing.
Sales Agent/Insurance Broker
Acceptance Auto Insurance
Stockton, CA
07.2013 - 11.2019
- Sales of auto and home insurance to the general public
- Ability to network and generate sales
- Skilled in business development.
Operator
Nelson's Mail & Courier Services
Stockton, CA
09.2013 - 04.2019
- Small business delivering mail from post office boxes to businesses and other deliveries
- Sold business in April, 2019.
Licensed, Insurance Agent, Mortgage Loan Originator/Contractor/Owner
Omega Pacific Insurance Solutions, Mortgage Services
Modesto, Stockton, CA
07.2011 - 07.2013
- Primarily worked on commercial insurance sales
- Sold worker's compensation and general liability insurance policies.
01.1996 - 08.2007
- Contracted with primarily credit unions for origination and processing of mortgage loans, Loans packaged and sold to secondary market
- Licensed real estate broker, California.
Joint Venture/Operator/Photographer
A Flash Photography
Escalon, CA
09.1994 - 01.2005
- Retail one-hour photographic film processing and general photography, both studio and on location
- Sports, weddings, reunions, advertising, etc
- Accounting was performed by Joe Furtado.
Owner/Enrolled Agent
Furtado & Associates
Modesto, CA
01.1990 - 01.1996
- Income tax return preparation and bookkeeping.
CEO/President
Stanislaus County Federal Credit Union, Valley First Credit Union
Modesto, CA
09.1982 - 12.1989
- Full service banking type operations
- Credit Union grew from $5 million in assets to $30 million in assets during my tenure
- Reserves were above average for asset category
- Winner of Credit Union Golden Mirror Awards for marketing campaigns
- Recognized in direct mail and newsletter categories
- Authored newsletter articles and designed marketing materials
- Artwork was contracted out
- Photography was often taken by Joe Furtado.
General Manager
St. Joseph's Hospital of Stockton Federal Credit Union
Stockton, CA
01.1979 - 08.1982
- Managed credit union operations
- Responsible for manual general ledger and kept up all accounting on ledger paper
- Subsequently, computerized accounting system was implemented.
Education
Master's in Business Administration -
California State University-Stanislaus
Turlock, CA05.1989
Bachelor's in Business Administration -
University of the Pacific
Stockton, CASkills
- Income tax preparation
- Accounting
- Sales
- Use of computer programs to streamline operations
- Payroll
- Outlook
- Budgeting
- Bookkeeping
- Accounts Payable
- Quickbooks (Proficiency by Linked In)
- Accounting (10 years) (Proficiency by Linked In)
- General Ledger
- Accounts Receivable
- Microsoft Excel
- Credit (10 years)
Certification
- CTEC, A308019, 10/01/20, 10/01/23
- Property & Casualty, Life & Health (CA), 0789434, 10/31/22
Additional Information
Licensed Property & Casualty Broker, State of California, License No. 0739434, expires 10/31/2022
Assessments
Accounting Skills: Bookkeeping & Quickbooks, Proficient, 02/01/20
Timeline
Senior Tax Specialist
Block Advisors/H&R BLOCK
11.2019 - Current
Operator
Nelson's Mail & Courier Services
09.2013 - 04.2019
Sales Agent/Insurance Broker
Acceptance Auto Insurance
07.2013 - 11.2019
Licensed, Insurance Agent, Mortgage Loan Originator/Contractor/Owner
Omega Pacific Insurance Solutions, Mortgage Services
07.2011 - 07.2013
01.1996 - 08.2007
Joint Venture/Operator/Photographer
A Flash Photography
09.1994 - 01.2005
Owner/Enrolled Agent
Furtado & Associates
01.1990 - 01.1996
CEO/President
Stanislaus County Federal Credit Union, Valley First Credit Union
09.1982 - 12.1989
General Manager
St. Joseph's Hospital of Stockton Federal Credit Union
01.1979 - 08.1982
Master's in Business Administration -
California State University-Stanislaus
Bachelor's in Business Administration -
University of the Pacific