CARLOS STAFFORD
Houston,TX
Summary
Seasoned Entrepreneur with a solid background in business management, operational planning and revenue generation. Hardworking, dedicated and resourceful leader with 10 + years in various industries. Ready to leverage experience and drive to pursue new professional challenges.
Overview
9
9
years of professional experience
Work History
Founder
Prive Health, LLC
Houston, TX
12.2021 - Current
- Negotiated key initial contracts and established plans to formalize structure and support growth.
- Followed laboratory guidelines for handling biological specimens.
- Recorded control values from technical instruments to maintain reliability and validity of test results.
- Prepared, processed, and analyzed lab samples.
- Set up and maintained high-quality and consistent approach to testing procedures.
- Maintained open lines of communication with clinical staff to cross-organizational COVID-19 initiatives.
- Collected and prepared nasal-pharyngeal samples for PCR testing of COVID-19 in accordance with standard methods and processes.
- Followed in-process quality control procedures and performed accurate data entry of patient information to prepare collected specimens for testing and analysis.
Principal/Tax Consultant
The Tax Project LLC
Houston, TX
01.2016 - Current
- Managed team of tax professionals handling up to 200 clients per year.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Marketing Director
State Farm Insurance Inc
Houston, TX
09.2019 - 01.2020
- Spearheaded market research to identify branding opportunities, cement strategies and sustain loyal customer base.
- Supported marketing teams, creating, deploying and optimizing campaigns for commercial fleet clients.
- Orchestrated, executed and monitored performance of campaigns to boost brand awareness and profitability.
- Capitalized on industry and marketplace trends to strategize marketing solutions and enhance business operations.
- Partnered with Regional Sales Directors and Account Managers on communications directive for sales teams.
Event Agency/Senior Managing Partner
Haute Revolution LLC
Houston, TX
06.2015 - 10.2019
- Analyzed and presented financial standings and cost effectiveness to other partners and investors.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
- Oversaw agency's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal and local regulations across organization.
Education
J.D. - Legal Studies
Thurgood Marshall School of Law
Houston, TX05.2003
Skills
- Financial Management
- Interpersonal strengths
- Quality Improvement
- Internal control development
- Verbal/written communication
- Local, state and federal tax returns
- Tax code knowledge
Timeline
Founder
Prive Health, LLC
12.2021 - Current
Marketing Director
State Farm Insurance Inc
09.2019 - 01.2020
Principal/Tax Consultant
The Tax Project LLC
01.2016 - Current
Event Agency/Senior Managing Partner
Haute Revolution LLC
06.2015 - 10.2019
J.D. - Legal Studies
Thurgood Marshall School of Law
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