Michael Green MS MBA

ACCOUNTING PROFESSIONAL

Accountant with experience in individual, partnership, and trust tax returns, disseminated through pods with apportioned tasks and undivided returns. Adept in hardcopy, online documentation collection, and tie-out processes. Strength in data accuracy, cross collaboration, executive communications, and commitment to client care.

EDUCATION

PROFESSIONAL

I am a strong advocate of education! Anything in life can be taken from you at any time with little or no warning! Things continuously come and go! The only constant in life is change! However, there is one thing that can never be taken from you: the empowerment of a solid education; knowing that whatever happens, your academic success and achievements will always be an important part of who you have become. Hyperlinks to documents can be found in the "Letters/Awards/Degrees/

Certificates" section below. Please enjoy!

SKILLS & ATTRIBUTES

Hard Skills

Customer Service/Client Relations*

Client Financial Engagement*

Financial Profile Analysis*

Customer Relations Management System*

Risk Assessments*

Microsoft Office*

Accounting*

Forecasting*

Financial Projections*

Quick-books*

Cross-Functional Collaboration*

Change Management*

Best Practice Development*

Organizing*

Marketing/Branding*

Time Management*

Opportunity Analysis*

Accountability*

Soft Skills

Adaptability*

Collaborative*

Leadership*

Verbal and Written Communications*

Empathy*

Enthusiasm*

Flexibility*

Interpersonal*

Listening*

Time Management*

Mentoring/Coaching*

Patience*

Perceptiveness*

Perseverance*

Resilience*

Self-Assessment*

Self-Confidence/Awareness*

Strong Work Ethic*

Learn New skills*

Loyalty*

Problem Solver*

Authentic*

Persistent*

Attention to Detail*

Analytical*

Insightful*

Rapport Builder*

Follow-Through*

Ingenuity*

Integrity*

Thorough*

Need for

Accomplishment/Achievement*

Thoughtful*

Courageous*

Conscientious*

Accountable*

Eager to Broaden Knowledge Base*

My professional experience has primarily been in the Financial Services Industry! I spent 10 years with Wells Fargo Bank and Wells Fargo Investments and reached the position of Securities Licensed Business Banking Specialist in the latter part of my tenure there. I later joined MetLife and MetLife Securities as a Financial Services Representative performing in the Financial Planner role. At age 50, I made a career change, went back to college to study Accounting, and have since worked as a Tax Staff Accountant for a CPA tax firm. Currently studying for the CPA exams.