Nancy E Zervakos Res. 2014-15
Published on: Mar 3, 2016
Transcripts - Nancy E Zervakos Res. 2014-15
493 Country Club Drive, #229, Simi Valley, CA 93065 E-mail: firstname.lastname@example.org
Phone: C-310-542-6276/H- 805-210-2132
Pursuing Doctoral degree with a specialization in Accounting (Completion in Fall 2015)
Detailed-oriented Accounting professional recognized for accuracy and integrity
A self-starter who works well in team settings or independently
Excellent verbal and written communication skills
Knowledgeable in marketing/sales and comfortable with public speaking
Proficient in QuickBooks, all Office Applications including Excel (formulas), PowerPoint, for statistical data
and report generation, along with numerous other accounting and sales software applications.
Preparing & Sitting for CPA exams in 2014-15
Coursework: Audit, and Advanced Auditing, Fraud Examinations, Regulations , Cost Accounting, Advanced
Managerial/Cost Accounting, Tax Strategies, Tax Research, Internal Control: Assessment and Design, Ethics in the
SOX era, Investment Strategies, Financial Statement Analysis, Financial Accounting/Reporting
Capella University: Currently working on D.B.A. with a concentration in Accounting
Kaplan University: Masters Golden Key Honour Society, Accounting - GPA 4.0, 1/2013
Kaplan University: Bachelors cum Laude, Accounting-GPA 3.68/2011
Loyola University, Chicago: undergraduate studies, Dean’s Advisory Council
Wells Fargo Bank, Los Angeles, CA – Internal Sales 2/04 to 2/07
Wholesaled tax and payroll services to Business Bankers in 12 regional branches ; developed marketing
plans for each location and supported banker ’s production via client presentations/sales. Specialized in
Startups with <5 million in sales. Unanticipated disability ended position, prompting return to college.
Keenan & Associates, Torrance, CA - Retirement Planning Specialist 4/03 to 11/03
Wholesaled and designed specific solution based Defined Benefit 401(a) plans, as well as, 403(b) plans to
School Districts and County Offices of Education in Southern California. Exceeded all goals and quotas
Negotiated the optimal benefit formulas possible given budgetary limits
Benefit Planning Inc., Los Angeles, CA - Pension Sales Manager 5/02 to 1/03
Created the New Business Underwriting Department and trained personnel to staff this new department.
The creation of which resulted in a significant increase in the company's net profitability.
Increased sales and client retention
Layoffs when investor funding for expansion fell through.
ALL-STATE Legal, San Francisco, CA - Professional Services Specialist 3/01 to 1/02
Sold numerous legal commodities, software, intellectual property solutions, and legal specific services to
international law firms . Relationship management responsibilities for the most elite law firms in the
country. Increased sales and resolved ongoing client issues.
Laid off due to 9/11 attack.
CUNA, San Francisco, CA - Retail Stockbroker 5/00 to 3/01
Responsible for total financial services in five branches of a major credit union.
Sold securities, life insurance products via solid financial planning
Email: email@example.com Phone: C-310-542-6276/H- 805-210-2132
New England, Provident Mutual, San Francisco, CA - Regional Pension Consultant 1/91 to 1/00
Pension wholesaler, working with brokers, consultants, CPAs, RIAs, Erica Attorneys and TPAs.
Responsible for the Marketing strategy and Regional Office budgets and exceeded all production and
Reason for change - Positions ended in a 'layoff' due companies exiting the Pacific Northwest as the
retirement plan field narrowed considerably during the 1990’s.
CIGNA Group Pensions, Los Angeles, CA - Account Manager 10/85 to 12/1990
Wholesaled through the brokerage and consultant community group pension (DB & DC) plans to
corporations of all sizes.
Relocating to San Francisco for spouse's promotion forced my resignation