Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Leo Fusco

Oceanside,NY

Overview

30
30
years of professional experience

Work History

Water Treatment Plant Operator

Village Of Garden City
Garden City, NY
02.2021 - Current
  • Monitored and adjusted water treatment plant operations in accordance with established procedures.
  • Repaired and maintained pumps, motors, blowers and other mechanical equipment used in the plant's operations.
  • Attended seminars related to advances in technology within the field of water treatment.
  • Collected samples to assess water quality and tested for pH, hardness and sediment levels.
  • Monitored chemical feed pumps to verify proper chemical dosage in treated water.
  • Inspected water quality and levels and reported findings to supervisors.
  • Responded to plant emergencies and equipment breakdowns by contacting appropriate supervisors and adhering to protocols.
  • Refilled and replaced chemical containers to prevent shortages and delays.
  • Collected and sent water samples to health labs for review.
  • Used SCADA system to maintain appropriate levels.
  • Performed housekeeping duties to keep facilities clean and neat.
  • Maintained, repaired and lubricated equipment.

Plumber's Assistant

T & T Heating and Plumbing, Inc
Oceanside, NY
12.2019 - 02.2021
  • Learned how to complete semi-skilled work like laying new pipe and connecting fittings.
  • Assisted plumber with work such as kitchen and bath remodels and appliance installations.
  • Tested and checked systems to locate and correct leaks.
  • Helped plumber work efficiently by carrying and organizing supplies, tools and equipment.
  • Cut and beveled piping using cutting torches, saws and threading machines.
  • Performed pipe fabrication, installation and fitting according to proper specifications.

Financial Advisor and Accredited Tax Preparer

Continental Tax Planners, LLC
Locust Valley, NY
11.2012 - 12.2019
  • Regularly reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations.
  • Explaining investment strategies clearly to clients.
  • Prepared investment analysis for both individuals and corporations.
  • Produced company marketing and promotional literature.
  • Maintained and serviced individual and corporate clients.
  • Provided bookkeeping services for corporate clients using Quickbooks software.
  • Worked in conjunction with attorneys to help provide appropriate estate planning for clients.
  • Provided clients with life insurance.

Owner

Maiorano & Fusco Inc
Park Slope, NY
11.2003 - 11.2012
  • Regularly reviewing and monitoring accounts to ensure compliance with company and industry policies, guidelines and regulations.
  • Explaining investment strategies clearly to clients.
  • Prepared investment analysis for both individuals and corporations.
  • Produced company marketing and promotional literature.
  • Maintained and serviced tax clients Managed daily business infrastructure and supervision of financial advisors Assisted the Front Line Supervisor (OSJ) in approving new account forms and making sure all reps were making suitable investments for their clients.
  • Worked in conjunction with attorneys to help provide appropriate estate planning for clients.
  • Provided clients with life insurance.

Financial Advisor & Tax Preparer

Pinnacle Taxx
Park Slope, NY
10.1999 - 11.2003
  • Able to keep accurate and detailed client records.
  • Fully aware of financial legal obligations and industry regulatory requirements.
  • Advising clients on how to get the best return for their investment portfolios Monitoring the economy and assessing economic trends.
  • Responsible for preparing income tax returns of business firms and individuals Answer client queries regarding tax codes, deductions, and complex tax issues Advice clients about investment strategies to minimize their taxes as per tax laws Assist clients about legal issues, tax amendments and payment plans.

Tax Preparer

Gilman & Ciocia - Park
, NY
02.1994 - 10.1999
  • Prepared federal and state tax returns Answer client queries regarding tax codes and appropriate deductions Advise clients about investment strategies to minimize their taxes as per tax laws Addressed complex tax issues and tax deduction problems of clients Assist clients about legal issues, tax amendments and payment plans.

Education

Associates Degree -

Lawrence High School
Nassau Community College

Skills

  • Sample Collection
  • Equipment Inspection
  • Documentation Skills
  • Equipment Operation
  • Chemical Handling
  • Adjusting Chemical Levels
  • System Monitoring
  • SCADA Operations Knowledge
  • Verbal/Written Communication
  • Organization Skills
  • Supervision
  • Problem Solving
  • Personal Tax Preparation
  • Client Relations
  • Advising on Investments
  • Retirement Planning
  • Advising on Investments
  • Developing Financial Plans
  • Bookkeeping
  • Insurance
  • Investment Analysis
  • Quickbooks
  • Supervision

Additional Information

  • Licenses , Series 7, 66, 24 Life Insurance License Accredited Tax Preparer, 2B Water Plant Operator

Timeline

Water Treatment Plant Operator

Village Of Garden City
02.2021 - Current

Plumber's Assistant

T & T Heating and Plumbing, Inc
12.2019 - 02.2021

Financial Advisor and Accredited Tax Preparer

Continental Tax Planners, LLC
11.2012 - 12.2019

Owner

Maiorano & Fusco Inc
11.2003 - 11.2012

Financial Advisor & Tax Preparer

Pinnacle Taxx
10.1999 - 11.2003

Tax Preparer

Gilman & Ciocia - Park
02.1994 - 10.1999

Associates Degree -

Lawrence High School

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