Life Insurance
District Leader
PRIMERICA FINANCIAL SERVICES LIMITED
03.2025 - Current
Nathan Barber
Financial Services Professional
Visalia,CA
Timeline
Contract & Accounting Clerk
Groppetti Automotive Family
05.2024 - 10.2024
Associate of Science - Accounting & Business Administration
College of The Sequoias
06.2023 - Current
Fleet & Asset Manager
Turning Point of Central California
12.2022 - 05.2024
Bookkeeper
Dealers Choice, Inc
02.2020 - 10.2022
High School Diploma -
Visalia Charter Independent Study
08.2018 - 06.2022
Work History
District Leader
PRIMERICA FINANCIAL SERVICES LIMITED
Visalia, CA
03.2025 - Current
- Led professional development initiatives to promote continuous learning for representatives.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Trained and guided team members to maintain high productivity and performance metrics.
- Assisted in recruiting, hiring and training of team members.
Contract & Accounting Clerk
Groppetti Automotive Family
Visalia, CA
05.2024 - 10.2024
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Maintained accounting records utilizing in-house and client systems.
- Input high volume of monthly invoices with consistent accuracy.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
Fleet & Asset Manager
Turning Point of Central California
Visalia, CA
12.2022 - 05.2024
- Managed risk by conducting thorough due diligence and regular portfolio reviews.
- Proactively identified areas for process improvement, driving increased efficiency throughout the organization.
- Collaborated with legal teams to ensure compliance with regulatory requirements and industry best practices.
- Maximized return on investment by implementing effective asset allocation strategies.
Bookkeeper
Dealers Choice, Inc
Farmersville, CA
02.2020 - 10.2022
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
Education
High School Diploma -
Visalia Charter Independent Study
Visalia, CA 08.2018 - 06.2022
Associate of Science - Accounting & Business Administration
College of The Sequoias
Visalia, CA 06.2023 - Current
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills
Community engagement
Inventory management
Staff development
Risk management
Communication and media
Teamwork and collaboration
Customer service
Time management
Attention to detail
Multitasking
Problem-solving
Affiliations
- Primerica Financial Services
Interests
Financial Services
Financial Independence
Education
Collaboration
Team Building
Recruiting
Investing
Work From Home
Remote
Languages
English
Native or Bilingual