CAREER SUMMARY A well-organized, strategic and creative management and sales professional. A proven leader with the ability to influence decisions, provide creative solutions, motivate teams to action and provide profitable results. Key skills included: * DC Plan Management & Administration Operations Management Call Center Management Organizational Development Relationship Management Staff Development & Management Financial Planning & Wealth Mgmt Real Estate Sales & Property Mgmt Strategic Planning & Change Mgmt Project Management Thomson Reuters Carrollton, TX Tax and Software Support Client Manager 10/2015 - present Thomson Reuters provides professionals with intelligence, technology, and human expertise. Manage client relationships providing tax and software support for Thomson Reuters's Onesource Tax Information Services software for 1099 and ACA (Affordable Care Act) clients. Clients include Fortune 10 clients. Early on given complex and sensitive large client relationships. Trained department on ACA tax filings and best practices for managing client relationships. 8 of 10 client surveys gave 5 (excellent) out of 5 and 2 of 10 gave 4 (very good) out of 5 rating.

Highlights:

• Investment Management
• Management
• High Net Worth
• Wealth Management
• retirement plans
• relationship management
• client management
• staff management
• vice president
• director
• telecommute
• dallas, tx