Maelinda Sorel
Miramar,Florida
Summary
Dynamic, self-motivated professional with a proven track record in sales and financial services. Skilled in financial planning and client relationship management, leveraging strong analytical abilities and exceptional communication skills. Holds multiple licenses, including Series 7 and Property & Casualty, driving successful outcomes and exceeding metrics all while enhancing client satisfaction.
Overview
5
5
years of professional experience
Work History
Owner/Formulator
Chez Mae Beauty
01.2025 - Current
- Negotiate price and service with vendors to decrease expenses and increase profit.
- Establish foundational processes for business operations.
- Research trends and current innovations to determine competition and develop competitive pricing points and product line.
- Fulfill customer shipping needs by completing all purchase orders and customer invoices.
Tax Expert
Intuit
12.2020 - Current
- Work with individuals and small businesses to file returns with tax departments at state, and federal levels for all states.
- Review client tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Research complex tax issues utilizing online resources and professional tax software.
Investment Solutions Representative
Fidelity Investments
09.2021 - 11.2024
- Discussed financial options with clients and provided informed suggestions and tailored investment recommendations.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed assets and acquired new money from outside institutions.
Education
Bachelor of Science - Finance
St. John's University
Jamaica, NYSkills
- Life & Health Insurance License
- Property & Casualty Insurance License
- SIE
- Series 7
- Series 66
- Notary Public
- Registered Tax Preparer
Timeline
Owner/Formulator
Chez Mae Beauty
01.2025 - Current
Investment Solutions Representative
Fidelity Investments
09.2021 - 11.2024
Tax Expert
Intuit
12.2020 - Current
Bachelor of Science - Finance
St. John's University
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