Blake Callahan

• In all roles, consistently exceeded my personal monthly goals for revenue, prospect conversion, and client retention, leading to two internal promotions. • Engaged clients in deep financial conversations to individually invest their brokerage accounts according to their goals, time horizon and other material information for their accounts. • Working exclusively with high value clients at risk of attrition, was able to save over 96% of clients I worked with.

• Prepared lesson plans and instructed high school students to gain skills with today's common computer programs, including all Microsoft Office programs, Graphic Design programs, and Web Design programs • Motivated students to work their hardest and taught their first lesson in business, including showing them many sample careers. • Coordinated with parents, administrators, counselors, and other teachers to ensure each student had an opportunity to learn and excel in class. • Coordinated and designed practices, and provided instruction as the coach of the girls JV soccer team and assistant on the Varsity team.

• Consulted with customers to identify individual tax needs and provided guidance and advice around the tax process. • Assisted small business owners in understanding specific business tax requirements based on IRS rules and regulations. • Helped customers save money through explanation of tax exemptions and deductible expenses.