With work experience over nine years, this expert is currently working at Truepoint Wealth Counsel which is situated in 1323 as a Tax Associate. Grace received his education from 2012 to 2013 at the Wright State University. This expert is a qualified expert, that is proven by qualifications : State of Ohio Health Insurance License, Certified Defense Financial Manager In Acquisition, and Department of Defense Financial Management Certification. This professional can be found in Cincinnati, Ohio. To contact Grace, you can search for their phone or e-mail or receive additional information by requesting access to their further details on this website.
Name variants:
Grayce Curell,
Gracie Curell
Last updated May 14, 2024
Contact Information
Last Update
Jul 4, 2022
Email
g.**@truepointwealth.com
Location
Cincinnati, OH
Company
Workplace
Colleagues
Work History
Financial Specialist
Texas
Managing daily budgetary activities including forecasting, reconciliation, and analysis in order to provide comprehensive briefs to senior leadership. Collaborate with team members to plan, ...
Feb 2014 — Jan 2018
Business Development Manager
Created comprehensive business development plan to expand Belleamy Horse Farm and Training Center. Defined and established business projects and programs for new/expanding equine farm operat...
Jan 2013 — Dec 2014
Renewal Specialist
9080 Springboro Pike SUITE 100, Miamisburg, OH 45342
Provided recommendations to renewal clients on Medicare plans by managing the current book of business in order to ensure 97% retention goal. Earned Ohio Insurance License and maintained mul...
Jul 2013 — Dec 2013
Intern
Learned basic health care management principles particularly regarding billing practices and principles. Used office automation, e.g., OPIE software, to create invoices for payment, financia...
Dec 2012 — Feb 2013
Honors Institute Assistant
Dayton, OH
Provided research, community outreach, and administrative support for the Honors Institute. Assisted execution process of Honors Symposium Institute events including the Presidential Lecture...
Jan 2012 — Mar 2012
Intern and Research Assistant
Research assistant and office automation specialist for a United Kingdom-based political party. Accomplished a full range of assignments including: maintaining parliamentary databases; writi...
Sep 2011 — Dec 2011
Horse Trainer and Caretaker
Responsible and accountable for equine management and care involving livestock valued at over half a million dollars. Executed effective resource management of horse supplies and stock procu...
Apr 2007 — Feb 2010
Education
2012 — 2013
2010 — 2012
2009 — 2012
Occupations
Supporting Member
Financial Broker
Financial Specialist
Financial Services Professional
Team Member
Financial Services Sales Agent
Skills
Leadership
Financial Analysis
Financial Reporting
Customer Service
Management
Managerial Finance
Data Analysis
Budgets
Microsoft Office
Microsoft Word
Powerpoint
Microsoft Excel
Program Management
Tax Law
Gaap Standards
Training
Team Building
Research
Public Speaking
Analysis
Time Management
Community Outreach
Event Planning
Editing
Process Improvement
Communication