Timeline
Work History
Overview
Education
Work Availability
Skills
Affiliations
Websites
Interests
Languages
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Nathan Barber

Financial Services Professional
Visalia,CA

Timeline

District Leader

PRIMERICA FINANCIAL SERVICES LIMITED
03.2025 - Current

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
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
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
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
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

Life Insurance

Financial Services

Financial Independence

Education

Collaboration

Team Building

Recruiting

Investing

Work From Home

Remote

Languages

English
Native or Bilingual

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Nathan BarberFinancial Services Professional