Angel Roman
William F. Ryan Health Organization
Brooklyn
12
years of professional experience
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Work History
Security Guard
9 Years 10 Months- Responsibilities include:
- Translating & assisting Spanish speaking patients
- Monitored and reviewed CCTV and security camera footage to investigate incidents, theft, and policy violations.
- Assisted with visitor flow and patient safety while maintaining respectful, service-oriented presence.
- Ability to handle medical & crisis situations effectively
- Screened visitors and enforced identification procedures to maintain secure clinical operations.
- Responded to disturbances using de-escalation techniques and calm professional judgment.
- Supported emergency response procedures, including evacuation guidance and incident coordination.
Associate Financial Advisor
1 Year 9 Months- Developed customized recommendations aligned with cash flow, protection, debt, and long-term planning needs.
- Educated clients on financial concepts, product options, and policy details to support informed decisions.
- Maintained accurate client records, documentation, and follow-up activities within CRM systems.
- Educated clients on protection strategies, retirement planning, and wealth-building options.
- Collaborated with licensed team members to resolve client questions and complete account updates.
- Continuously sought opportunities for professional development, attending conferences and workshops to enhance skills and knowledge as an associate financial advisor.
- Proactively monitored economic news and global events impacting financial markets; updated senior advisors accordingly so they could better serve their clientele.
- Participated in community outreach initiatives as a representative of the firm, helping raise awareness about better financial planning practices among local residents.
Income Tax Preparer
4 Months- Interviewed clients to collect financial data, clarify deductions, and identify applicable tax credits.
- Prepared federal and state income tax returns accurately using tax preparation software and IRS guidelines.
- Reviewed completed returns for accuracy, compliance, and consistency before electronic filing.
- Explained tax laws, filing requirements, and refund options in clear, professional language.
- Identify tax credits & deductions, adding to savings in personal income & small business taxes.
- Reviewed W-2s, 1099s, and supporting documents for completeness and accuracy.
- Electronically filed returns and resolved reject issues through IRS e-file systems.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
Education
Bachelor of Science - Accounting
Capital Markets & Securities Analyst (CMSA) - Security Analysis
- Capital Markets & Securities Analyst (CMSA) certification- 50% completed
- Financial Modeling & Valuation Analyst (FMVA)- 20% completed
Associate of Arts - Business Fundamentals
- [Number] GPA3.8
Skills
* Proficient in Excel
* Customer Relations
* Financial Analysis
* Investment Strategies
* IRS Compliance
* Retirement Tax Strategies
* Tax Law Research
Bilingual/ Spanish Speaker
Accomplishments
Member of The University of Phoenix- National Society of Leadership & Success
Timeline
Security Guard
William F. Ryan Health Organization
2017.01 - CurrentRead More
Associate Financial Advisor
World Financial Group Wfg
2015.06 - 2017.03Read More
Income Tax Preparer
Liberty Tax Service
2014.12 - 2015.04Read More
University of Phoenix
Bachelor of Science from Accounting
Read More
Corporate Finance Institute
Capital Markets & Securities Analyst (CMSA) from Security Analysis
Read More
University of Phoenix
Associate of Arts from Business Fundamentals
Read More