1. TIM BURSELL
7004 E. Exmoor Drive, Mesa, AZ 85208 | (480) 363-7405| firstname.lastname@example.org
CLIENT SERVICES ADVOCATE
Dynamicand resourceful ClientServicesAdvocate offeringalengthycareerhistoryinbanking,investmentstrategies,tax
by a diverse audience.Provide outstandingteamandoperations managementcapabilities.
NOTED SKILLS AND ABILITIES:
Avidnetworkerandoutstandingrelationshipmanagerwhocapitalizeson opportunitiestogrow revenue through
Confidentconsultant recognizedforclientservices intax preparation,investmentsandpersonal bankingneeds.
High degree of professionalism with an established reputation for quality, accuracy and results as shown by
consistentrecognitionfrompeersandmanagement,aswell ashighpercentage of customerretention.
AREAS OF EXCELLENCE:
Financial Management • Strategic Planning • Team Leadership • Relationship Development
Market Strategies • Business Development • Marketing & Advertising • Networking • Client Retention
Consultation • Tax Requirements • Client Needs Assessment • Effective Communicator
OWNER/INVESTOR • EPL Tax Group, LLC, Glendale, AZ 2015 – PRESENT
Own and operate the tax / investment company, completing tax returns, offering investment product placement, and
buildingclientrelationshipstoensure retention.Engage inmarketingtaskstoattract new clients.
Oversee the performance and tasks of two tax professionals and one administrative office manager, delivering
trainingwhenwarranted,andensuringexcellence inmarketingandfinancial requirements.
Manage all aspectsof small businessownership,includingthe transitionof operations.
ANNUITY SPECIALIST • Vanguard, Scottsdale, AZ 2007 - 2014
Providedoutstandingcustomerservice toclientsinregardto annuityand retirementstrategies,maintainingthe highest
satisfaction scores derived from corporate surveys. Set and maintained quarterly goals, ensured compliance and
regulatoryprotocol,andmade improvementsuggestionstoensure stakeholdersremainedadvisedof issues.
Completedmultiplespecial outreachprojects,includingthe updating/disclaimerof certainprovisionsof annuities
Receivedmultiple awards forclientsatisfaction andmaintainedhighefficiencymetrics.
Participated on various committees focused on procedural implementation, improving client services and
Playedakeyrole on a focusgroup challengedwithimprovingsoftwarecapabilities.
FRANCHISE OWNER • Jani-King, Phoenix, AZ 2002 - 2007
Managed overall operationsforthe franchise providingcommercial cleaningservicestoclients.Obtainedclientsthrough
the franchise,acceptingordenyingservicebasedon potentialprofitability.
Managed 10 employees,monitoringtasksandperformance.
Grewthe franchise by204% over a five-yearperiod,andreceivedthe SilverFranchise OwnerAward.
EARLY CAREER SUMMARY
Investment Representative, Charles Schwab, Phoenix, AZ; Owner, Benefit and Retirement Systems, Phoenix, AZ
Life Insurance Agent, TransAmerica, Phoenix, AZ
EDUCATION AND PROFESSIONAL DEVELOPMENT
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, Bemidji University, Bemidji, MN
CERTIFICATIONS and LICENSES: Life and Health Insurance License (current)