carlos alpiste

finance operations analyst

Country

united states

City

buena park

Industry

banking

Skill

microsoft excel, accounting, powerpoint, microsoft office, microsoft word, financial analysis, quickbooks, financial statements, finance, financial reporting, customer service, tax preparation, income tax, tax returns, internal controls, outlook, spanish teaching

Experience

finance operations analyst

customer specialist

oportun

2016-4 - 2016-6 · 3 mos

tax preparer

noba tax

2016-1 - 2016-3 · 3 mos

* Must be able to interact with all clients to achieve and maintain positive customer relations * Organize and help in preparing simple to complex tax returns. * Evaluate financial records such as income statements. * Perform entry data of taxes following tax form instructions.

supervisor global banking and markets customer service

interbank

2005-1 - 2013-9 · 8 yrs 9 mos

fc client service representative

bank of america

2016-4 - Present · 10 yrs 6 mos

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.This LinkedIn company page is moderated. For more information, please review our community guidelines under the Careers tab.