We found the following information about Todd Wilhelm at Federal Financial Group LLC, where Todd has worked as a Agent since 2012. Todd's total work experience is over 27 years, during which time this person had at least 11 jobs at different companies to develop professional skills. Todd studied at the ASU SGML Accounting Certificate Program from 2007 to 2008. Todd currently lives in Mesa, Arizona. You can contact with Todd by searching for phone or email or get additional information by requesting access to this person's further details from us.
Name variants:
Todd Wilhelm
Last updated Jun 23, 2024
Contact Information
Workplace
Colleagues
Work History
Agent
Tempe
Financial Planning engagements for increasing cash flow with exceptional tools & products from "A" Rated National & International Companies
from May 2012
Agent
Specialize in Mortgage Protection, Life Insurance, Disability, Annuities, Tax Free Retirement Programs, Long Term Care, and Final Expense Products
from May 2012
Foreclosure Specialist
Bank of America
Reconciliation of bank accounts for qualifying expenses paid after loan default, reimbursement claims submitted as part of the Fannie Mae Federal rescue plan for Bank of Ame...
Oct 2010 — Apr 2012
Tax Advisor 2
Prepare 1040s, Schedule A, B, C, D, E and F’s
Prepare Sole Proprietorships, Net Operating Losses
Partnerships, Corporations, Estates and Trusts
from Jan 2006
Tempe, AZ
2006 — Jan 2006
Finance Manager
Generated and analyzed profit and loss
Created company cash flow budget
Analyzed financial statements and found resources to raise capital
Used technical writing to update a public offering ...
Aug 2004 — Mar 2005
Loan Officer
Originated and closed home loans until graduating in Finance
May 2003 — May 2004
Loan Officer
Among the top producers, hired on site from Pacific Coast by Branch Manager at All-fund Mortgage
Dec 2002 — May 2003
Education
2007 — 2008
2002 — 2004
1997 — 2002
1993 — 1997
Occupations
Accountant
Tax Accountant
Financial Broker
Financial Planner
Sales Specialist
Agent
Agents
Advisor
Finance and Accounting Specialist
Financial Management Analyst
Financial Services Sales Agent
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Tax Preparation
Bookkeeping
Budgeting
Budget
Accounting
Tax
Account Reconciliation
Financial Analysis
Strategic Financial Planning
Finance
Financial Reporting
General Ledger
QuickBooks
Due Diligence
Accounts Payable
Accounts Receivable
Strategic Planning
Financial Accounting
Cost Accounting
Balance
FAQs about Todd Wilhelm
What is the main profession of Todd Wilhelm?
Todd is a Agent.
What jobs is Todd Wilhelm a professional at?
The expert is proficient at Accountant and Tax Accountant jobs.
Where does Todd Wilhelm live?
Mesa, Arizona is the place where Todd Wilhelm currently lives
Where did Todd Wilhelm work?
This person worked at Federal Financial Group LLC, National Agents Alliance Corporate.
Does Todd Wilhelm have personal website or blog?
The professional`s website is http://www.hrbtax.com/Todd_Wilhelm.
What education does Todd Wilhelm have?
Todd studied at the ASU SGML Accounting Certificate Program from 2007 to 2008.
What are the awards Todd Wilhelm received?
This person received awards and these awards are: Eagle Scout, 1992 Scholarship Recipient: EAC Presidential Preferential scholarship, ASU Transfer scholarship and Senior year awarded the Cowley scholarship.
What is professional industry that Todd Wilhelm worked in?
Todd works in Financial Services industry.