Carlene Gaydosh CPA
Las Vegas,NV
Summary
Entrepreneurial and energetic CPA and Client Relationship Manager with extensive experience in the financial investment management services industry. Proactive in developing new business, providing exceptional level of customer service and relationship building. Strong history of providing individualized financial planning solutions to high net worth families incorporating tax and estate planning features. Performance-driven and high-contribution team player adept at streamlining processes and facilitating attainment of growth goals. Versed in Fiduciary assessments and regulatory requirements for Trustees of retirement plans, foundations and not for profits.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Danielson Financial Group
Las Vegas, NV
01.2013 - 03.2022
- Gathered data and built financial models around key metrics.
- Reviewed portfolio histories and adjusted plans to optimize performance.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Pursued leads, set appointments and brought in new customers to increase revenue over 10%.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Vice President Investment Advisor
Investment Counsel Company
Las Vegas, Nevada
01.2011 - 01.2013
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established key procedures for teams preparing documentation, models and presentations.
- Expanded customer base through community outreach and strategic business partnerships.
- Gathered data and built financial models around key metrics.
Tax Partner
Kafoury, Armstrong & Company CPAs
Las Vegas, Nevada
01.2008 - 12.2010
- Interviewed Business and Individual clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Facilitated communication between clients and tax authorities.
- Financial Forensic reporting for expert legal testimony and collaborative settlement negotiations.
Tax Partner
Thorne & Gaydosh CPAs
Henderson, Nevada
12.2002 - 01.2008
- Completed and filed returns with tax departments at local, state and federal levels.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Facilitated integration of modern tax software with client accounting software.
- Maximized performance by monitoring daily activities and mentoring team members.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
Education
Bachelor of Science - Business Administration
University of Nevada-Las Vegas
Las Vegas, NVSkills
- Accredited Investment Fiduciary Analyst
- Tax Return Preparation
- Financial Litigation Support
- GAAP Accounting Practices
- Investment Performance Reporting
- Investment Opportunity Identification
- Financial Plan Development
- High Net Worth Individuals Marketing
- Critical Thinking and Analysis
Certification
- CPA - Certified Public Accountant Nevada
- AIFA -Accredited Investment Fiduciary Analyst
- Series 7, 63 & 65 Securities licenses
Timeline
Client Relationship Manager
Danielson Financial Group
01.2013 - 03.2022
Vice President Investment Advisor
Investment Counsel Company
01.2011 - 01.2013
Tax Partner
Kafoury, Armstrong & Company CPAs
01.2008 - 12.2010
Tax Partner
Thorne & Gaydosh CPAs
12.2002 - 01.2008
Bachelor of Science - Business Administration
University of Nevada-Las Vegas
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