Summary
Overview
Work History
Education
Skills
Timeline
Generic

JOHANES H AGBOR

Bethlehem,GA

Summary

Accomplished Financial Services Agent and Operating Technician at Sherwin-Williams Co., adept in cash flow analysis and fostering teamwork. Leveraged expertise in financial planning and leadership to maximize client refunds and streamline operations, achieving significant improvements in client satisfaction and operational efficiency.

Overview

17
17
years of professional experience

Work History

FINANCIAL SERVICES AGENT

Sefl Employed
01.2017 - Current

* Assemble and organize personal and small business tax clients' related documents and conduct interviews and use professional tax software to prepare and file clients' taxes electronically.


* Provide tax education and tax law updates to clients on an ongoing basis. Recommend various tax strategies to clients to assist them maximize the refunds and reduce potential tax liabilities.


* As a licensed insurance agent, I provide in-person and virtual financial education sessions to would be clients and write life insurance applications to various providers through a broker-dealer.


Operating Technician

Sherwin-Williams Co.
10.2007 - Current

* Assist in warehousing functions such as filing customer orders and preparing them for shipment.

  • Collaborated effectively in team projects to ensure smooth workflow and meet project deadlines.
  • Maximized equipment lifespan by proactively identifying potential issues before they escalated into costly malfunctions.
  • Supported new employee training by sharing technical expertise and assisting with hands-on demonstrations.
  • Demonstrated flexibility in adapting to shifting priorities and effectively managing multiple tasks simultaneously, ensuring timely completion of all assigned responsibilities.
  • Participated in cross-functional teams for special projects, offering valuable insights from an operating technician perspective.
  • Reduced downtime for operations by swiftly identifying and rectifying technical issues.

Education

Bachelor of Arts - Accounting

University of North Georgia
Dahlonega, GA

Skills

  • Teamwork capabilities
  • Leadership Qualities
  • Credit analysis
  • Cash Flow analysis
  • Retirement planning
  • Financial Planning
  • Investment strategies
  • Debt management
  • Estate Planning
  • Cash Management
  • Financial Services
  • Life Insurance

Timeline

FINANCIAL SERVICES AGENT

Sefl Employed
01.2017 - Current

Operating Technician

Sherwin-Williams Co.
10.2007 - Current

Bachelor of Arts - Accounting

University of North Georgia
JOHANES H AGBOR