Christian Villanueva
Las Vegas
Summary
Client-focused financial professional with hands-on experience managing complex, regulated financial cases and serving as the primary point of contact for individuals and business owners. Currently completing a Bachelor's degree in Finance and actively preparing for the Series 7, with a clear career focus on relationship-driven wealth management and long-term client advisory.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Case Manager / Tax Analyst
Five Star Tax Resolution
12.2024 - Current
- Serve as primary client point of contact, managing sensitive financial matters and maintaining long-term client trust through complex resolution processes.
- Analyze IRS transcripts and financial statements to assess client financial position, cash flow, and resolution strategy.
- Guide clients through compliance requirements, documentation, and expectations while managing emotionally charged financial situations.
- Prepare financial disclosures, penalty abatement requests, and supporting documentation for attorney submission.
- Coordinate with legal counsel and negotiate directly with state tax agencies to resolve levies, garnishments, and payment arrangements.
- Maintain detailed case documentation, monitor deadlines, and ensure consistent case progression.
Field Service Technician
Home Certified Inc.
07.2022 - 01.2023
- Coordinated with site supervisors to ensure compliance with project requirements
- Delivered technical services under time constraints and safety standards
Maintenance Mechanic
Samegian LLC
07.2021 - 07.2022
- Performed preventative maintenance and repairs on commercial semi-trailers in compliance with Department of Transportation standards.
- Diagnosed and repaired mechanical, electrical, hydraulic, and pneumatic systems.
- Documented repair orders and maintenance records accurately using computerized systems.
Education
Bachelor's Degree - Finance
Western Governors University
Salt Lake City, UT05-2026
Skills
- Client relationship management
- Financial analysis & cash flow review
- Account management
- Regulatory & compliance documentation
- Microsoft Excel
- Tax & accounting fundamentals
- QuickBooks
Certification
FINRA Series 7 - In Progress
Awards
Google Digital Marketing and E-Commerce Certificate - April 2024, IBM Python for Data Science, AI & Development Certificate - September 2023, Google Data Analytics Certificate - January 2023
Timeline
Case Manager / Tax Analyst
Five Star Tax Resolution
12.2024 - Current
Field Service Technician
Home Certified Inc.
07.2022 - 01.2023
Maintenance Mechanic
Samegian LLC
07.2021 - 07.2022
Bachelor's Degree - Finance
Western Governors University