Nancy Salter
Denver,NC
Summary
Experienced professional seeking a rewarding position leveraging diverse experience in sales, customer service, and detailed work. Eager to find an opportunity for personal and professional growth. Proven track record in these areas, confident in ability to contribute to organizational success.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Business Owner
Woof and Wags
06.2012 - Current
- Developed business plan
- Identified new leads and acquired clients through referrals, phone interaction, face-to-face meetings and marketing campaigns to achieve sales goals
- Liaison between employees and clients to provide proper care and scheduling
- Conducted on the job training to new employees
- Responsible for events in the community for prospective clients
- Consistent communication with clients to provide above and beyond care and reassurance
Independent Consultant
Arbonne International
01.2006 - Current
- Achieved District Manager Status within a month of joining company through sales of product and follow up
- Responsible for presenting, demonstrating and selling a products to support healthy living and
- Consulted with individuals to support them in developing an easy to adopt approach to better physical, emotional, mental, and environmental health, and overall well-being
- Suggested products and routines to help with their unique and specialized needs
- Achieved individually set goals by learning and executing business best practices including marketing, advertising, public relations, and event planning
- Created an environment which encouraged a diverse and inclusive community of advocates and clients
- Hosted marketing events to generate sales and referrals
- Work closely with clients to ensure their satisfaction
- Consistent communication with management to ensure effectiveness of result for client as well as collaborating new sources of revenue
Client Services Associate
Gibson Tax Services
01.2024 - 04.2024
- Executed planning meetings with existing and new clients to gather, understand, and analyze tax-related requirements to develop a best-in-class portfolio and tax preparation and advisory plan
- Collaborated with the accounting team to ensure the effective collection of client-provided tax and finance related documents in order to begin tax preparation and planning
- Boosted the data analysis and data integrity efforts of the firm by developing and maintaining databases which hold financial and personally identifiable information (PII) belonging to clients
- Conducted financial assessments of clients situations and guided them to the proper strategies needed for a successful outcome
- Scheduling of appointments and collection and recording of payment from clients for services
Bookkeeper
CMI Enterprises, Inc
01.2015 - 01.2016
- Collaborated with clients who owned small businesses to plan, set up, and use their accounting systems
- Recreated several years of books and financial history including payroll, accounts payable, accounts receivable and inventories
- Assisted Certified Public Accountants (CPA) with closing statements, balance sheets, and profit and loss statements
- Ensured compliance with legal requirements by filing the necessary reports and advising management on needed actions
- Generated new clients through communication to leads via email, text, phone calls and in person meetings
- Assessed financial standings in order …
- Maintained deadlines for proper reporting
Business Owner
Nationally Certified Massage Therapist
01.1993 - 01.2005
- Attained new clients by way of referrals, face-to-face meetings, demonstrations and follow up
- Provided empathy to those suffering with pain and ailments
- Facilitated a highly specialized and personalized experience
- Supported high-caliber athletes in their pre-event routines to ensure optimal performance and led them through post-event programming focused on rapid recovery
Financial Analyst & Accountant
North Fork Housing Alliance, Inc.
01.1997 - 01.2000
- Oversaw entire accounting system life cycle of non-profit, including accounts payable, accounts receivable, payroll, collection and recording of rents, general ledger and balance sheet entries, and monthly closings
- Collaborated with third-party accounting firms to handle annual audits familiar with QuickBooks and Microsoft Office
Compliance Officer
ASB Financial Services
01.1992 - 01.1993
- Executed the audit of multiple investment deck presentations for each office location and provided feedback to the management team and provided appropriate follow-up in order to bring these representatives into compliance as well as to my office location
- Designed, built, maintained and updated the policy and procedure manuals for these representatives according to SEC, NYSE and ASB Financials’ regulatory guidelines
Compliance Officer & Registered Representative
Royal Alliance Associates
01.1990 - 01.1992
- Excelled as a Broker's Assistant, responsible for compiling data and completing ‘Equitable Distribution Reports’ for matrimonial cases with Series 7 and 63 FINRA licenses
- Attainment of Series 24 FINRA licensing, allowed me the completion of audits of representatives who reported directly to leading Brokers for compliance in the financial investment industry
Controller
Relay Communications Center
01.1989 - 01.1990
- Oversaw all activity relating to the accounting department - completed month end closings, and responsible for reporting to owners and required agencies
Education
Bachelor of Science - Finance
St. John’s University
Queens, NYSkills
- Direct Sales
- Sales Tracking
- Interpersonal Communication
- Client and Customer Service
- Customer Relations
- Attention to Detail
- Driven and Determined
- Work Planning and Prioritization
- Records Organization and Management
- Microsoft Office
- NC Notary Public
Accomplishments
- Achieved District manager status with Arbonne International by completing sales with accuracy and efficiency.
- Achieved a business ownership with Woof and Wags through effectively helping with others needs.
Certification
- Real Estate Broker License – CA Real Estate Commission.
- FINRA Series 7, 63 and 24
- CA Yacht Salesperson license
Timeline
Client Services Associate
Gibson Tax Services
01.2024 - 04.2024
Bookkeeper
CMI Enterprises, Inc
01.2015 - 01.2016
Business Owner
Woof and Wags
06.2012 - Current
Independent Consultant
Arbonne International
01.2006 - Current
Financial Analyst & Accountant
North Fork Housing Alliance, Inc.
01.1997 - 01.2000
Business Owner
Nationally Certified Massage Therapist
01.1993 - 01.2005
Compliance Officer
ASB Financial Services
01.1992 - 01.1993
Compliance Officer & Registered Representative
Royal Alliance Associates
01.1990 - 01.1992
Controller
Relay Communications Center
01.1989 - 01.1990
Bachelor of Science - Finance
St. John’s University
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