CARL E. BURRESS________________________ 4216 South Congress Avenue, Austin, Texas 78745, ,
Objective To contribute to a dynamic firm with executive support and administration.
Skills Â· Bookkeeping using Excel and 10-key Â· Business operations including budgeting and hiring Â· Keeping and supervising inventory levels Â· Sustaining a high level of customer service
Marketing Exceptional Resource Services Austin, Texas Specialist Â· Study and learn all aspects of Professional Employer Organizations (PEO) including regulatory laws that cover Human Resources and the operational standards required. Â· Initiated telemarketing plan to contact employers. This included database development and contact information research. Â· Coordinate appointment time and date for each consultant to meet with the prospective employer.
Independent , RPA Texas Contractor Â· Provide retirement plan consulting services for individual employers Â· Provided employers with retirement plan administration services including valuations, government forms and document review. Â· Initiated prospective client contact with accountants, investment advisors and trust officers. Â· Set up and organized new office procedures for assurance of quality client services in production and marketing.
Director of Sanford, Baumeister & Frazier Texas Pension Services Â· Replaced an absentee director and initiated the revision of office procedures to insure timely and accurate services to existing clients Â· Retained client contacts such as accountants, investment advisors and trust officers as well as bringing many of my own to the firm. Â· Reviewed and delivered client projects such as valuations, government forms, plan documentation and conducted employee meetings. Â· Retained 90% of existing clients at takeover and increased client base by 15%.
High School - Trinity Valley School, Texas College - Bachelor of Science, Mathematics, Texas Wesleyan University. Texas
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