tax-advantaged accounts and tax strategy@ SECU
Raleigh, North Carolina, United States
Kelly Springle
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Western Carolina University
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Tell me more about Kelly Springle?
FlashIntel GPTKelly Springle is a highly experienced professional with 18.9 years of work experience. She has a diverse skill set including investments, mortgage lending, consumer lending, and Microsoft Office. Kelly has worked at SECU in various roles, including Senior Tax Preparation Services Specialist and Senior Financial Services Officer. She also has experience as a Customer Service Manager at RBC in Canada. Kelly's expertise lies in tax preparation and strategy, and she is based in the United States.
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About
Sr Tax Preparation Services Specialist at SECU
Work Experience
tax-advantaged accounts and tax strategy
Senior Tax Preparation Services Specialist
Senior Financial Services Officer
Financial Services
Kelly Springle's Professional Milestones
- Customer Service Manager (2005-01-01~2009-05-01): Improving customer satisfaction through continuous improvement initiatives and effective communication.
- Senior Tax Preparation Services Specialist (2017-08-01~): Developed and implemented efficient tax strategies to support successful tax planning and compliance.
Education
Entrepreneurial Studies,
Entrepreneurship,
Bachelors,
Bachelor Of Business Administration
2013-2015Skill
Investments
Mortgage Lending
Consumer Lending
Microsoft Office
Life And Health Insurance Licenses
Medicare Insurance License
Vita Certified Tax Preparer
Branch Banking
Notary Public
Irs Enrolled Agent
Mlo
Certification
Colleagues
Jeff Amster, PMP
Strategic Technical Leader | IT Executive | PMO Builder | Founder | Organizational Scaled Value
Latrice Harris
real estate mortgage loans small biz owner wife & mom❤️
Anil Sane, PMP, CSM, ITIL, SP Safe 4
Product Owner | Scrum Master | Lean Agile Coach | IT Service Management
Keanté Jacobs, MSA
Mortgage Loan Specialist II at SECU; Owner of Kingdom Identities (T-Shirts) & Kulinary Key (Chef Services)
Ken Merritt
Chief Executive Officer
Other Named Kelly Springle
Frequently asked questions
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Kelly Springle's social media include: Linkedin,
Kelly Springle works for SECU
Kelly Springle's role in SECU is tax-advantaged accounts and tax strategy
Kelly Springle works in the industry of Financial Services
Kelly Springle's colleagues are Jeff Amster, PMP,Latrice Harris,Anil Sane, PMP, CSM, ITIL, SP Safe 4
Kelly Springle's latest job experience is tax-advantaged accounts and tax strategy at SECU
Kelly Springle's latest education in Western Carolina University
