Adam Hultman
Rocklin,CA
Summary
Dedicated legal professional offering expertise in tax law, Social Security laws and financial services. Proven success in building trusting rapport with clients and offering sound legal advice in clear and universal terms. Hardworking and dedicated to client advocacy.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Professional
Self Employed
Rocklin, CA
05.2014 - Current
- Developed and implemented regional sales strategies to increase market penetration.
- Led cross-functional teams to enhance customer engagement and satisfaction.
- Analyzed market trends to inform product positioning and promotional efforts.
- Established strong relationships with key clients, driving repeat business opportunities.
- Mentored junior sales staff, fostering professional growth and expertise.
- Coordinated training programs to improve team performance and product knowledge.
- Exceeded quarterly sales targets consistently by leveraging extensive product knowledge and effective selling techniques.
Licensed Tax Professional
Self Employed
Rocklin, CA
02.2018 - Current
- Prepared and filed federal and state tax returns for diverse clientele.
- Conducted comprehensive tax planning and compliance reviews to optimize client outcomes.
- Provided expert advice on tax strategies, ensuring adherence to regulatory requirements.
- Delivered informative presentations at industry conferences or events, showcasing expertise in specialized areas of taxation.
Non-Attorney Representative for Disability Claims
Licensed by the Social Security Administration
Rocklin, CA
06.2023 - Current
- Advised clients on Social Security benefits eligibility and application processes.
- Developed legal strategies for complex disability claims and appeals.
- Researched case law and regulatory updates to ensure compliance with SSA guidelines.
- Drafted legal documents, including briefs, motions, and hearing requests for clients.
Vice President of Sales
Capitol Direct Financial and Insurance Services
Rocklin, California
04.2014 - 04.2016
- Mentored junior sales staff, enhancing skills and promoting professional development.
- Increased sales revenue by developing and implementing innovative sales strategies.
- Spearheaded expansion into new territories, establishing a strong presence in untapped markets.
- Navigated complex negotiations to secure favorable contracts for long-term success.
Senior Loan Coordinator / Mortgage Planner NMLS# 281240
Sierra Pacific Mortgage
San Jose, Ca
10.2010 - 03.2014
- Managed communication between clients, lenders, and internal teams to streamline workflows.
- Reviewed loan files for accuracy and completeness, ensuring adherence to regulatory standards.
- Consistently surpassed quarterly performance targets for loan closings, contributing to the overall success of the department.
- Developed and maintained relationships with customers, lenders and other third parties.
Education
AA -
West Valley Community College
Saratoga, CA01.2001
High School Diploma -
Westmont High School
Campbell, CASkills
- Ethics and professionalism
- Tax law
- Document preparation
- Case management
- Trial experience
- Legal writing
- Court preparation
- Client representation
- Financial administration
Certification
- Life, Health, and Annuity Insurance Professional, Department of Insurance, 2014
- EDPNA(non-attorney rep), Social Security Administration, 2023.
- Licensed CTEC, tax preparer, 2019.
Languages
English
Timeline
Non-Attorney Representative for Disability Claims
Licensed by the Social Security Administration
06.2023 - Current
Licensed Tax Professional
Self Employed
02.2018 - Current
Licensed Insurance Professional
Self Employed
05.2014 - Current
Vice President of Sales
Capitol Direct Financial and Insurance Services
04.2014 - 04.2016
Senior Loan Coordinator / Mortgage Planner NMLS# 281240
Sierra Pacific Mortgage
10.2010 - 03.2014
AA -
West Valley Community College
High School Diploma -
Westmont High School