Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet goals.
Hi, I’m
Karie Pate-Valdes
Lakeland,FL
Summary
Overview
22
years of professional experience
Work History
PFS Investments
Financial Advisor
07.2015 - Current
Job overview
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Inform clients of strategies for reducing debt and maximizing savings; providing a full financial needs analysis.
- Assist companies with choosing and timing investments for optimal results for both business and personal needs.
- Assist small business with design and implementation of various employee benefits programs.
Polk County Clerk of Courts and Comproller
Internal Auditor
03.2015 - 07.2018
Job overview
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
- Guided departments in developing remediation plans based on audit findings and recommendations.
- Documented recommendations to improve internal controls.
- Prepared audit programs and documentation in alignment with Generally Accepted Auditing Standards (GAAS).
Summit Consulting, Inc.
Premium Auditor
04.2004 - 05.2013
Job overview
- Interviewed auditees to gather data needed to conduct audits.
- Executed audit phases and entered data into accounting software for analysis.
- Analyzed data and findings to prepare reports detailing financial information.
- Trained new employees on premium audit and accounting principles and company procedures.
Education
Southeastern UniversityLakeland, FL
Bachelor of Science from Social Services
University Overview
Southestern UniversityLakeland, FL
Bachelor of Science from Business Administration And Management
University Overview
Skills
- Proficient Microsoft 365
- Conflict resolution
- Risk assessment
- Client relations
- Developing comprehensive financial plans
- Increasing savings
Accomplishments
Accomplishments
- Served on 2 Non-Profit Boards
- Toastmasters President
- Managed a team of 20+
- Built over 20 training programs
Timeline
Financial Advisor
PFS Investments
07.2015 - Current
Internal Auditor
Polk County Clerk of Courts and Comproller
03.2015 - 07.2018
Premium Auditor
Summit Consulting, Inc.
04.2004 - 05.2013
Southeastern University
Bachelor of Science from Social Services
Southestern University
Bachelor of Science from Business Administration And Management