Summary
Overview
Work History
Education
Skills
Timeline
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Gregory Adgers

Manassas,VA

Summary

Accomplished Accountant Specialist with a proven track record at Hauptman Ham, LLP, enhancing financial operations through expert bank reconciliation and strong leadership qualities. Streamlined accounts payable, significantly reducing discrepancies and fostering robust vendor relationships. Excelled in client service, demonstrating exceptional communication and analytical skills.

Overview

4
4
years of professional experience

Work History

Accountant Specialist

Hauptman Ham, LLP
12.2022 - Current
  • Managed cash flow effectively, monitoring bank account balances regularly to ensure sufficient funds were available for business operations.
  • Reduced financial discrepancies by conducting thorough audits, identifying errors, and implementing corrective measures.
  • Oversaw accounts payable, implementing a streamlined process to reduce late fees and improve vendor relationships.

Wealth Support Specialist

Truist Wealth
06.2021 - 12.2022
  • Aid Wealth Advisors with new and maintaining existing client relationships by establishing accounts, providing information about bank policy and procedures, and assisting with various requests including but not limited to wires, internal transfers, etc.


  • Company-appointed trainer responsible for developing and administering training for new hires on company-based services and product trend knowledge.


  • Market, service, and promote Truist financial products and services offered including but not limited to online banking, Treasury services, etc.

Investment Associate

Truist Wealth
06.2020 - 06.2021
  • Aid Financial Advisors with enhancing client experience; establish client relationships and accounts using Salesforce & Wealthscape, prepare and mail client documents, perform callbacks, and complete task efficiently.


  • Maintain and update client information across various platforms such as Salesforce, Wealthscape, and Channel-link. Utilize tools and resources including but not limited to STIS Operations, SunTrust Investment Services forms, STIS Operations Support Line, and more.


  • Review the client's current financial health and provide detailed reports of potential and current financial opportunities.

Education

N/A - Psychology

Ashford University
San Diego, CA

Skills

  • Bank Reconciliation
  • Team Leadership Qualities
  • Accounts Receivable
  • Accounts Payable
  • Excellent Communication
  • Analytical
  • Proficient in Microsoft Office
  • Strong Customer Service
  • Problem-Solving
  • Goal-oriented

Timeline

Accountant Specialist

Hauptman Ham, LLP
12.2022 - Current

Wealth Support Specialist

Truist Wealth
06.2021 - 12.2022

Investment Associate

Truist Wealth
06.2020 - 06.2021

N/A - Psychology

Ashford University

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