Sean Seales - Hudson Heights, Quebec

Sean Seales
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About Sean Seales

Sean Seales is currently living in Hudson Heights, Quebec, working as an Owner in "OTHELLO Wealth Partners" and is interested in Accounting, Financial Services.
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Job Title




Hudson Heights, Quebec

Categories of Interest

Accounting, Financial Services

Company Size



Sean Seales

6110 Des Hetres, Vaudreuil, Qc J7V 0K2 438.338.3825

Qualifications Profile

Performance-driven, insightful Financial Advisor/Accountant with a proven
ability to achieve and exceed all business-development and revenue-
generation goals in high-pressure environments.

> Skilled at consulting with clients to delineate and analyze their
financial situations and develop strategic solutions to further their
financial-planning goals.
> Relationship-development expertise that complements the ability to
aggressively build solid client base and drive revenue growth.
> Comprehensive knowledge of and experience in leveraging numerous
investment instruments in a variety of complex scenarios.
> Proven leadership and team-building skills, coupled with the ability
to direct strong teams in managing customer relationships and
providing investment services.

Professional Experience
DART Helicopter Services-Hawkesbury On 2008-
Accountant and Administrative Manager of medium-sized aviation components
manufacturing and distribution company serving national and international
markets. Overall authority for the financial operation of the
organization, budget preparation and administration, audit, taxation,
accounting, monthly closing of books of record, account reconciliation,
and journal entry adjustments. Prepare monthly, quarterly, and annual
reports summarizing and forecasting company business activities and
financial position in areas of income, expenses, and earnings based on
past, present, and expected operations. Develop Financial statements
analyzes business trends and daily operating cost. Quickbooks was the
system used for this firm.

OTHELLO Wealth Partners - Vaudreuil, Qc
2005 to Present

Financial Advisor

Developed client base through network and seminar marketing. Ensured
client retention by providing strategic investment recommendations based
on evaluation of analyst reports covering fixed income and equity
investing. Employed numerous financial instruments in complex option
hedging strategies and trading scenarios, including fixed income and
equity securities.
Collaborated with legal and accounting counsel to develop marketing
strategies for estate and business succession planning insurance. Created
proposals exhibiting extensive detail in internal revenue code and estate
tax law. Developed solid estate and tax knowledge base.

Key Accomplishment:
. Consistently exceeded established account development and revenue
generation goals.
. Surpassed customer retention and business development goals by
building client base to more than 150 clients.
. Executed strategic sales techniques resulting in a solid account
base and consistent performance above quotas.

Easton Sports Canada Inc-Kirkland, Qc 2000 to

Cost Accountant

Calculate standard costing for product line with supporting details.
Monthly analysis between cost and payable accounts for cost adjustments
whenever actuals are materially higher. Prepare month end journals
entries. Perform account analysis and reconciliation. Assist Director
of Finance with budget and Year End process, and special projects.
Analyze cost and gross margins reports. Verify FOB, freight, duty, and
brokerage charges on all shipments received. I have extensive knowledge
of Canada Custom rules, regulations, and procedures regarding
transportation of goods and excise tax system.
Key Accomplishments:
. System migration of costing for greater communications between
parent company and upper management.

Senior Payables 1997 to

Supervise the Accounts Payable unit. Prepare monthly journal entries,
oversee cash disbursements, expense recording and petty cash
reconciliation. These responsibilities are in addition to the Accounting
Technician position.
Process Accounts Payable, Agency Commissions and Policyholder Refunds for
large corporation. Prepare Travel and Entertainment reconciliations, and
audit for all sales reps expenses as well as reconciliation spreadsheets
for all company operating charges. Responsible for printing all vendor,
claims, refund and agency commission checks, coding invoices, month end
closing, filing. 1099 processing and vendor calls. Handle all telephone
inquiries with verbal and written correspondence
Key Accomplishments:
. Improve productivity and bottom line through leadership, team work
and a positive environment.

Education and Credentials

Commerce (Progress)
Concordia University- Montreal, Quebec

Business Administration & Accounting (1998)
Shadd Academy - Montreal, Quebec

Professional Training:

Dale Carnegie Sales Training - Account Management Systems -
Leadership & Team Building Business Training - Insurance and Investment

Quick Profile Summary

Sean Seales
Name: Sean Seales
Location: Hudson Heights,Quebec,Canada
Job Title: Owner
Company: OTHELLO Wealth Partners

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