Jamie J. Wright, M.S

Jamie J. Wright, M.S

Resident/Orientation Assistant

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location of Jamie J. Wright, M.SFountain Valley, California, United States

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  • Timeline

  • About me

    Helping companies streamline sales, service, marketing, and more with the world’s most proven CRM solution.

  • Education

    • University at Albany

      -
      Bachelor of Science - BS Accounting

      Activities and Societies: Alpha Phi Alpha Fraternity Incorporated Rho Sigma Chapter President (Fall 2008), NYSSCPA Student Associate(4/08), NABA Student Associate(4/08), COAP Program(6/08), Student Association(9/07), UPD Citizen Police Academy(4/08), NAACP(10/08), Crew Club(2/08)

    • The College of Saint Rose

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      Master of Science (M.S.) Accounting

      Activities and Societies: Saint Rose Athletics

  • Experience

    • University at Albany

      Jun 2008 - Jun 2010
      Resident/Orientation Assistant

      As a Resident Assistant (RA) I was responsible for building, fostering and managing both a social and academic community for the students. As an RA I was responsible for conducting programs, promoting diversity, conducting meetings, and serving as a peer advisor to my residents.As an Orientation Assistant (OA) I was responsible for welcoming the newly admitted freshman to the University at Albany. As an OA I was responsible for conducting tours, answering questions, and mediating any fears, or apprehension as they started their college careers. Show less

    • Alpha Phi Alpha Fraternity

      Oct 2008 - May 2010
      Rho Sigma

      Chapter President during Fall 2008 through Spring 2010

    • UHY LLP, Certified Public Accountants

      Jan 2011 - May 2011
      Tax Intern

      Prepare work papers for tax examinations. Assists Tax Team in various areas of tax compliance, including the preparation of personal, corporate and partnership returns.

    • Mazars in US

      Sept 2011 - Apr 2013
      Staff Auditor

      Performed financial audits for clients in Real Estate, Media and Insurance sectors.

    • MHG Consulting

      Aug 2013 - Aug 2015
      Executive Account Manager

      As an Executive Account Manager the day to day responsibilities include creating and developing clients relations for the designated campaign. The primary focus of the position is the recruiting, training, and development of the Account Representatives as they acquire new customers utilizing below the line marketing, specifically face to face acquisition.

    • GOLDFINE & Company CPA PC

      Feb 2016 - Aug 2016
      Junior Accountant

      As a Junior Accountant my primary responsibilities included assisting in Tax Consultation, Planning, and Preparation for a variety of clients using Tax Research skills and ProSystems Software. I was also responsible for maintaining QuickBooks for high net worth clients and businesses whose industry includes Fashion Retail, Restaurants, Real Estate and Property Management. For select group I also maintained correspondence with clients regarding the status of their weekly payroll and their books in preparation for their monthly/quarterly financial statements. Show less

    • Darrel Whitehead CPAs

      Sept 2016 - Sept 2017
      Staff Accountant Level II

      • Develop and Maintain Workflow Internal Controls to properly prepare and execute both Corporate and Individual Tax Return and Extensions timely• Maintain client correspondence regarding the status of their weekly payroll and their trial balance in preparation for their monthly/quarterly financial statements

    • CoStar Group

      Sept 2019 - Jan 2022

      As a Client Relationship Manager my focus is to consult clients and develop a training workshops designed to ensure maximum results with their CoStar subscription. I promote full utilization of the CoStar database by providing both 1 on 1 and group training and in turn encourage long-term active usage.

      • Client Relationship Manager

        Aug 2017 - Jan 2022
      • Senior Client Relationship Manager

        Sept 2019 - Oct 2020
    • Salesforce

      Oct 2021 - Dec 2022
      Senior Account Lead - Growth Business

      FY23 - 125%As an Account Executive at Salesforce, I manage the overall relationship between Salesforce and the accounts in my Territory. I strive to provide the best customer experience for my customers by helping to solve complex business challenges across Sales, Service, Marketing, and IT, while helping my customers to realize the ROI impact and value of their partnership with Salesforce.

  • Licenses & Certifications

  • Volunteer Experience

    • Event Volunteer

      Issued by Burke Rehabilitation Center on Sept 2014
      Burke Rehabilitation CenterAssociated with Jamie J. Wright, M.S