Bookkeeping & Finance Professional | Crypto, ERISA, and Spreadsheets
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Aye, I am a bio ready to be a bot’s favorite avatar in the physical world. Having completed 54 laps around our native star, my X marks the spot on both analog and the digital. Graduated from San Francisco State University in 1995 with a BS in business administration. After graduation I backpacked Europe for 3 months and came back to a 20-year career as a Certified Pension Consultant for a family-owned consulting firm where I developed many skills, including: - Consulting with new and current clients regarding retirement plan options and issues; - Retirement plan document creation and analysis; - ERISA regulation compliance analysis; - Corresponding with IRS and DOL regarding audits and other plan issues; - Completing variety tax forms to the IRS and DOL related to retirement plan administration and compliance; - Creating custom Excel spreadsheets for compliance testing, trust accounting, employer stock valuations, and other various needs; - Creating literature and other personalized correspondence for clients, potential clients, and other professionals; - Lead consultant/administrator to a large multiemployer plan specializing in using rollover funds to invest in qualifying employer security, allowing people to use tax deferred dollars to invest in their own business. In 2013 I used my skills with qualified employer securities to use capital from my own 401k plan to start an optical boutique with my wife. This optical boutique was and continues to be a success, allowing me to sell the pension consulting business in 2015 to spend more time with the optical business where my duties include: - Bookkeeping and accounting for the business. - Payroll, retirement plan administration, documentation, correspondence, and other personnel related tasks. As a hobby, I became a member of the Web3 community in 2018, and over the years have: - Gained an understanding of on-chain activity and the ability to work directly with contracts when front end websites are not working; - Becoming involved with Web3 communities; helping new members understand the project and certain Web3 concepts in general; - Writing articles and creating infographics for projects; - Creating informative accessible Google Sheets for projects; - Utilizing Midjourney to create infographics, memes, and other content for projects; - Am well-spoken and comfortable hosting X Spaces and other types of presentations. I also recently started driving for Uber ride share a few hours a week, and am proud to provide excellent service riders and continue to retain a 5-star rating. If you are an agent looking for a bio to traverse whatever your needs are in the physical world, I just might be your man!
CFO at Uber Optics, Inc. (2013 - 2026)