Nancy Zervakos
493 Country Club Drive, #229, Simi Valley, CA 93065 E-mail:
Phone: C-310-542-6276/H- 80...
Nancy Zervakos
Email: Phone: C-310-542-6276/H- 805-210-2132
New England, Provident Mutual, San Francis...
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Nancy E Zervakos Res. 2014-15

Published on: Mar 3, 2016

Transcripts - Nancy E Zervakos Res. 2014-15

  • 1. Nancy Zervakos 493 Country Club Drive, #229, Simi Valley, CA 93065 E-mail: Phone: C-310-542-6276/H- 805-210-2132 Summary:  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 Education: 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 Professional Experience 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
  • 2. Nancy Zervakos Email: 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 retention goals.  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

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