Glenn Lee II

• Performed detailed data analysis to identify areas for cost reduction and increased profitability.
• Contributed to the development of strategic financial plans, leading to improved long-term business performance.
• Analyzed various investment opportunities, providing valuable insights that informed executive decisions on capital allocation strategy.

• Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
• Enhanced client relationships through proactive communication and personalized financial advice.
• Developed customized solutions for unique taxation challenges faced by small businesses or self-employed individuals.

Cashier

Customer Service

Invetory

• Task included as follows: information desk liaison, appointment reminders, medical media, office assistant in clinical work areas like primary care clinics, specialty clinics, physical therapy, ambulatory surgery, prosthetics, and Lab

• Educational Internship and Residency Program that introduced accounting, finance, economics, and management through a customized curriculum. Involving various lectures and presentations from customized curriculum involving various lectures and presentations from business communities through summer intership

• Exposure to financial markets throughout the world
• Business, Financial and Leadership training on finance, business, economics, charts, graphs, teamwork, social and leadership skills
• Basic Financial Intelligence Training
• Summer

• Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
• Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
• Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
• Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.