Jeovanny Martinez
College Point
Summary
Tech-savvy innovator with hands-on experience in emerging technologies and a passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Account Manager
ZAAR BUSINESS SERVICES
02.2022 - Current
- Oversaw payroll processing, ensuring accuracy and compliance with tax regulations
- Prepared monthly reconciliations ensuring accuracy of reported financial data
- Prepared accurate quarterly payroll tax returns, ensuring compliance with all applicable regulations
- Posted daily receipts and payments in accordance with corporate protocols.
- Inspected account books and recorded transactions.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Handled day-to-day accounting processes to drive financial accuracy.
Credentialed Bilingual Tax Expert
Intuit
02.2024 - 04.2025
- Prepared and filed accurate tax returns for individual clients, ensuring compliance with federal and state regulations
- Conducted thorough tax research to identify deductions, credits, and exemptions that maximize client refunds or minimize tax liabilities
- Maintained up-to-date knowledge of changes in tax laws, regulations, and filing requirements through continuous professional development activities
- Utilized advanced software applications to prepare electronic filings for both federal and state taxes accurately
- Maintained strict confidentiality of client information in accordance with legal requirements and ethical standards
- Assessed client tax situations to determine best filing options.
- Respond to clients tax question and clarify concerns
Investment Advisor Representative
Primerica Financial Services
07.2017 - Current
- Provided personalized investment advice to clients based on their financial goals, risk tolerance, and time horizon
- Developed comprehensive investment strategies for clients by conducting thorough market research and analysis
- Conducted regular portfolio reviews with clients to assess performance, discuss investment strategy adjustments, and address any concerns or questions
- Built strong relationships with clients through effective communication, trust-building, and exceptional customer service
- Stayed up-to-date with industry regulations and compliance standards to ensure adherence in all client interactions
- Maintained accurate records of all client interactions including meetings notes, trade confirmations etc
- Performed due diligence on various investment products (stocks/bonds/mutual funds/ETFs) to ensure suitability for client portfolios
- Provided guidance on retirement planning strategies, including 401(k) allocations, IRA contributions, and Social Security optimization
- Prepared detailed investment reports for clients that included portfolio performance summaries, asset allocation breakdowns, and market commentary
IT Support
ABP INTERNATIONAL
07.2000 - 11.2004
- Collaborated with cross-functional teams to gather and analyze data for various projects and accurate data entry
- Performed regular quality checks on entered data to identify and correct errors, maintaining a clean and reliable database
- Maintained confidentiality of sensitive information by adhering to strict security protocols and procedures
- Resolved discrepancies or missing information by conducting thorough research using various sources
- Collaborated with IT department to troubleshoot any technical issues related to the database or software used for data entry
- Prepare and organize digital magazines links and page navigation
Education
Bachelor's degree - Finance & Investments
Baruch College
Manhattan, NY05.2003
Skills
- Time management
- Slack
- Organizational skills
- Financial planning
- Adobe Acrobat
- Financial services
- Microsoft Office
- Computer skills
- WordPress
- Communication skills
- Tax & Bookkeeping Software
- Google Suite
- Adobe Acrobat, Express, Photoshop, Audition
- Customer Service
Certification
- IRS Enrolled Agent
- QuickBooks ProAdvisor Certification Level 1 & 2
- QuickBooks Payroll Certification
- Intuit Bookkeeping Certification
- FINRA License Series 6, Series 63, Series 65
- New York Life Insurance License
- Certified Notary Public
- Qualitas of Life Personal Finance Certification
- Adult Mental Health First Aid Certification
- Youth Mental Health First Aid Certification
- Immigration Assistance Service Providers Certification
Languages
Spanish
Native or Bilingual
Timeline
Credentialed Bilingual Tax Expert
Intuit
02.2024 - 04.2025
Account Manager
ZAAR BUSINESS SERVICES
02.2022 - Current
Investment Advisor Representative
Primerica Financial Services
07.2017 - Current
IT Support
ABP INTERNATIONAL
07.2000 - 11.2004
Bachelor's degree - Finance & Investments
Baruch College
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