Tommy George
Office Administrator@ Quinn Thomas
Portland, Oregon, United States
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Tommy George is an analytical and detail-oriented accountant with 11.8 years of experience in the financial services industry. He is skilled in Microsoft Excel, bilingual, and Microsoft Office. Tommy is known for his customer service and financial analysis abilities. He is based in the United States and is known for his team-first approach and commitment to building relationships and culture. Tommy has worked in various roles, including office administrator, staff accountant, client success coordinator, and investment services assistant. He also has experience in the financial services sector, having worked at Quinn Thomas and Delap LLP.
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Emails and Phone Numbers

@quinnthomas.com
@delapcpa.com
+1 206795****
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About

An analytical, detail oriented, dependable, and creative accountant with an extensive financial services background. I am “Team– First” oriented and believe building relationships and culture are vital to a successful workplace. I work hard and love the people I work with! Specialties: Financial Services| Accounting| Wealth Management | Asset Allocation Analysis| Tax Preparation| Financial & Tax Planning| Project Management | Bilingual| Client Events| Staff Training & Mentoring| Client Service| Relationship Building | Client Retention| Process & Procedures| Professional Correspondence

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Work Experience

310 N State St, Lake Oswego, Oregon, 97034, US

Public Relations and Communications Services

25
Phone
+1 2067957415
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Tommy George's Professional Milestones

  • Teller (2011-12-01~2012-05-01): Secured a secure deposit, ensuring that all the deposit receipts were met with accuracy and efficiency.
  • Member Service Representative (2012-05-01~2013-09-01): Promoted customer satisfaction consistently, fostering strong relationships and boosting customer loyalty.
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Education

Linfield University
Linfield University

Accounting,

International Business

2006-2010