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Tim Bursell is a Client Services Advocate with over 15 years of experience in banking, investments, taxes, insurance, and personal consulting. He currently owns and operates a tax and investment company, providing tax preparation, investment placement, and building client relationships. Previously, he worked as an Annuity Specialist at Vanguard, where he provided outstanding customer service and received multiple awards for client satisfaction. He has also managed his own commercial cleaning franchise and held positions as an Investment Representative and Business Owner earlier in his career. Bursell has a Bachelor's degree in Business Administration and maintains relevant licenses and certifications.
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Howard Sorett is a sales professional with over 15 years of experience in solution sales, business analysis, and strategic planning. He has a proven track record of exceeding sales quotas by 15% and reducing clients' operational costs by up to 90% through the utilization of SaaS solutions. Sorett is currently seeking a new inside sales opportunity where he can apply his skills in consultative sales, proposal writing, and managing client relationships.NPI BEE & Economic Development Advisory
NPI BEE & Economic Development AdvisoryIsrael Noko
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NPI Consulting is a B-BBEE advisory and project management firm that provides end-to-end services to help clients achieve compliance with South Africa's B-BBEE codes. They offer solutions across the five elements of the B-BBEE scorecard, including assistance with ownership structures, management control, skills development, and enterprise and supplier development. NPI's services are designed to guide clients through the verification process, keep them up-to-date on regulatory changes, and ensure their ongoing transformation supports both socio-economic goals and business objectives.DDP PROFILE
DDP PROFILEEzra G. MacKay Lawrence
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Directional Drilling Projects was founded to provide integrated business opportunities and services related to directional drilling. The company aims to be a leader nationally and internationally by disseminating best practices. It began operations in 2008 and has since expanded across South Africa while engaging in fiber, radio base station, and directional drilling projects. The document outlines the company's vision, values, management team, services, and strategies for continued growth and success.Bursell_Tim_ProResume2
- 1. TIM BURSELL 7004 E. Exmoor Drive, Mesa, AZ 85208 | (480) 363-7405| tmbursell@yahoo.com CLIENT SERVICES ADVOCATE Dynamicand resourceful ClientServicesAdvocate offeringalengthycareerhistoryinbanking,investmentstrategies,tax requirements,insuranceandpersonalbankingconsultation.Deliverstrongcommunicationskillstoensure comprehension by a diverse audience.Provide outstandingteamandoperations managementcapabilities. NOTED SKILLS AND ABILITIES:  Avidnetworkerandoutstandingrelationshipmanagerwhocapitalizeson opportunitiestogrow revenue through partnerships,referralsandaccountmanagementskills.  Confidentconsultant recognizedforclientservices intax preparation,investmentsandpersonal bankingneeds.  High degree of professionalism with an established reputation for quality, accuracy and results as shown by consistentrecognitionfrompeersandmanagement,aswell ashighpercentage of customerretention. AREAS OF EXCELLENCE: Financial Management • Strategic Planning • Team Leadership • Relationship Development Market Strategies • Business Development • Marketing & Advertising • Networking • Client Retention Consultation • Tax Requirements • Client Needs Assessment • Effective Communicator CAREER NARRATIVE OWNER/INVESTOR • EPL Tax Group, LLC, Glendale, AZ 2015 – PRESENT Own and operate the tax / investment company, completing tax returns, offering investment product placement, and buildingclientrelationshipstoensure retention.Engage inmarketingtaskstoattract new clients.  Oversee the performance and tasks of two tax professionals and one administrative office manager, delivering trainingwhenwarranted,andensuringexcellence inmarketingandfinancial requirements.  Manage all aspectsof small businessownership,includingthe transitionof operations. ANNUITY SPECIALIST • Vanguard, Scottsdale, AZ 2007 - 2014 Providedoutstandingcustomerservice toclientsinregardto annuityand retirementstrategies,maintainingthe highest satisfaction scores derived from corporate surveys. Set and maintained quarterly goals, ensured compliance and regulatoryprotocol,andmade improvementsuggestionstoensure stakeholdersremainedadvisedof issues.  Completedmultiplespecial outreachprojects,includingthe updating/disclaimerof certainprovisionsof annuities to clients.  Receivedmultiple awards forclientsatisfaction andmaintainedhighefficiencymetrics.  Participated on various committees focused on procedural implementation, improving client services and heighteningreportingactivities.  Playedakeyrole on a focusgroup challengedwithimprovingsoftwarecapabilities. FRANCHISE OWNER • Jani-King, Phoenix, AZ 2002 - 2007 Managed overall operationsforthe franchise providingcommercial cleaningservicestoclients.Obtainedclientsthrough the franchise,acceptingordenyingservicebasedon potentialprofitability.  Managed 10 employees,monitoringtasksandperformance.  Grewthe franchise by204% over a five-yearperiod,andreceivedthe SilverFranchise OwnerAward. EARLY CAREER SUMMARY Investment Representative, Charles Schwab, Phoenix, AZ; Owner, Benefit and Retirement Systems, Phoenix, AZ Life Insurance Agent, TransAmerica, Phoenix, AZ EDUCATION AND PROFESSIONAL DEVELOPMENT BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, Bemidji University, Bemidji, MN CERTIFICATIONS and LICENSES: Life and Health Insurance License (current)