Benjaimen Bellegarde
Orlando,FL
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.10 years in the finance industry.skilled in
project management and team leadership.
Overview
15
15
years of professional experience
Work History
Finance Executive
fast response tax
Orlando , FL
2010.01 - 2024.04
- Presented seminars regarding taxation topics such as filing requirements or retirement planning options.
- Maintained up-to-date knowledge of changes in taxation laws and regulations.
- Provided advice to clients on income tax regulations, policies, and procedures.
- Conducted reviews of existing business structures to identify opportunities for improved efficiency or cost savings.
- Reviewed prior year returns for accuracy and compliance with current laws.
- Collaborated with accounting staff on various projects such as bookkeeping or payroll processing tasks.
- Maintained detailed records of client accounts including payments received and made, refunds due.
Marketing Executive
ballroom of entertainment
Orlando , FL
2009.05 - 2014.08
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Cold-called potential clients to discuss available financial products and services.
- Established strong and positive working relationships within organization to contribute to team success.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
- Monitored market conditions to determine how trends may influence taxes and client investments.
- Conducted post-event reviews to identify areas for improvement.
- Monitored audience feedback after performances to improve future shows.
- Assisted in developing marketing plans to increase ticket sales revenue.
- Created budgets for each event and monitored expenditures throughout the process.
- Analyzed financial reports associated with each event's success or failure.
- Maintained relationships with clients by providing excellent customer service.
- Developed strategies to promote entertainment events and activities.
- Reviewed talent portfolios to select appropriate acts for upcoming events.
- Coordinated marketing efforts to promote events and increase attendance.
- Monitored industry trends to maintain a competitive edge in event programming.
- Managed event logistics, including scheduling, budgeting, and vendor relations.
- Trained workers in company procedures or policies.
- Communicated with customers to convey information about events or activities.
- Prepared detailed marketing forecasts on daily, weekly and quarterly basis.
Education
Bachelor of Arts - Business Administration
University Central Florida
Orlando, FL2009-05
Bachelor of Science - Marketing
Valencia College
Orlando, FL2008-06
Skills
leadership
master valueproposition
sales negotiationskills
strategic planning
branding and positioning
customer relationship management
communicationskills
analysis and reporting
adaptabilityand innovation
problem solving
time management
criticalthinking
Languages
French
Elementary
Accomplishments
received community awards. by the 100 black men for xceptional leadership .
Taxadvisor of the year award.
- Clientsatisfication champion plaque
- Financialliteracy advocate trophy
Affiliations
volunteer free time coaching at boys and girls club.
References
References available upon request.
Timeline
Finance Executive
fast response tax
2010.01 - 2024.04
Marketing Executive
ballroom of entertainment
2009.05 - 2014.08
Bachelor of Arts - Business Administration
University Central Florida
Bachelor of Science - Marketing
Valencia College
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