Shineece Sellars
Burlington,NC
Summary
Well-qualified Property and Asset Management candidate with 5 years of property management experience. Proven success in improving operations and solving problems. Highly proficient in building lasting relationships to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Executive Director
African American Cultural Arts and History Center
2020.07 - Current
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Built relationships with donors, government officials and other organizations to secure funding and support for organization.
- Set organizational goals and objectives to guide and direct company focus and achieve mission fulfillment.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
- Represented organization to local public by giving presentations and speeches and participating in community events.
- Defined company roles and responsibilities to establish and enhance processes.
- Built and maintained strong company teams by hiring and training qualified staff to create positive and productive work environments.
Manager/Owner
Release Me Investing LLC
2018.01 - Current
- Established foundational processes for business operations.
- Carefully screened tenancy applicants, pulling background investigations, credit reports and past rental history.
- Communicated with landlord regarding building and tenant issues.
- Scheduled outside contractors for major maintenance issues.
Financial Advisor
Prudential
2022.09 - 2023.03
- Performed policy reviews for existing clients to identify cost savings and opportunities.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor
Equitable
2021.02 - 2022.03
- Provided life insurance and annuity solutions based on client needs
Financial Advisor
Edward Jones
2018.08 - 2020.11
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Owner
Sellars Bookkeeping And Tax Prep
2017.06 - 2019.04
- Contracted with local accounting firms to outsource bookkeeping and tax prep services
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Maintained and processed invoices, deposits, and money logs.
Temporary Staff Accountant
Balentine & Borg
2018.01 - 2019.04
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Completed and filed returns with tax departments at local, state, and federal levels.
Staff Accountant
Cherry Bekaert, LLP
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Collected and arranged financial information and entered details into Quickbooks.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Collaborated with external auditors to provide information for audit process.
- Prepared and filed tax returns to summarize transactions of calendar year and comply with laws and regulations.
Intern
Cherry Bekeart LLP
2015.01 - 2015.04
- Gathered financial information, prepared documents, and closed books.
- Used software to prepare documents, reports, and presentations.
- Prepared and filed tax forms to meet needs of clients.
Education
Bachelor of Science - Business Administration, Accounting and Business Management
Skills
- Effective and Professional Communication
- Financial Efficiency
- Property Acquisition
- Microsoft Office
- Financial Statements Expertise
- Account Reconciliation
- Real Estate Industry Understanding
- Grounds and Facility Inspection
- Tenant and Owner Liaising
- Capital Projects Management
- Manage Rentals
Accomplishments
2022 Recipient of Elon University Game Charger Award
Certification
- Licensed Insurance Producer - 18417388
- Series 7- Issued Sept 2018
- Series 66- Issued Oct 208
Timeline
Financial Advisor - Prudential
2022.09 - 2023.03
Financial Advisor - Equitable
2021.02 - 2022.03
Executive Director - African American Cultural Arts and History Center
2020.07 - Current
Financial Advisor - Edward Jones
2018.08 - 2020.11
Manager/Owner - Release Me Investing LLC
2018.01 - Current
Temporary Staff Accountant - Balentine & Borg
2018.01 - 2019.04
Owner - Sellars Bookkeeping And Tax Prep
2017.06 - 2019.04
Intern - Cherry Bekeart LLP
2015.01 - 2015.04
Staff Accountant - Cherry Bekaert, LLP
Appalachian State University - Bachelor of Science, Business Administration, Accounting and Business Management
- Licensed Insurance Producer - 18417388
- Series 7- Issued Sept 2018
- Series 66- Issued Oct 208
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