Tricia Senzel, CPA

Current

Chief Sustainability Officer at SMARTvt.org

Past

Financial Management Consultant and Business Advisor at UBS Wealth Management
AVP Sales & Marketing/Team Leader/Financial Consultant at Sentinel Financial Services
Personal Financial Advisor at American Express Financial Advisors

Senior Accountant at Herrick, Ltd.
Senior Accountant at John A. Lamson & Associates, Inc.
Tax Specialist at KPMG Peat Marwick

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Education

Saint Michael's College

Recommended

2 people have recommended Tricia

Connections

235 connections

Industry

Management Consulting

Websites

Tricia Senzel, CPA’s Summary

STRENGTHS AND QUALIFICATIONS

SOCIALLY RESPONSIBLE INVESTING AND FINANCIAL MANAGEMENT:
Extensive experience in socially responsible investment planning for individuals and organizations; innovative benefit planning; and modeling/budgeting for businesses and families.

LEADERSHIP, MANAGEMENT, AND STAKEHOLDER RELATIONS:
More than 10 years experience in developing and expanding network with key decision makers that result in qualified sales and new market development, and new product launches.

MARKETING AND PUBLIC RELATIONS:
Demonstrated ability in creating dynamic individual and group presentations for product education, general service knowledge, and new program rollouts.

PERSONNEL DEVELOPMENT:
Trained communications and employee motivation coach. Experienced supervisor with track record of advancing employees to higher levels.

Tricia Senzel, CPA’s Experience

Chief Sustainability Officer

SMARTvt.org

(Non-Profit; Management Consulting industry)

May 2009 — Present (7 months)
Financial Management Consultant and Business Advisor

UBS Wealth Management

(Public Company; UBS; Financial Services industry)

2007 — 2009 (2 years )
AVP Sales & Marketing/Team Leader/Financial Consultant

Sentinel Financial Services

(Financial Services industry)

1998 — 2007 (9 years )

▪ Prepare competitive analysis of mutual funds, variable annuities and other investments.
▪ Conduct portfolio analysis utilizing Morningstar and Thomson; consult portfolio managers/analysts.
▪ Initiate, manage, and maintain relationships with 500+ financial advisors in N.E. territory.
▪ Develop and execute annual territory business plan to produce $90M in annual product revenues.
▪ Select, supervise, and coach sales desk staff as part of management team.
▪ Collect and analyze metrics; identify and track goals/forecasts.
▪ Develop and facilitate sales and product education/training at team meetings.
▪ Create and administer proactive sales and marketing campaigns.
▪ Lead and demonstrate telesales strategies for sales desk center team.
▪ Complete 40 to 60 daily phone calls; Implement cross-selling strategies.
▪ Design and deliver presentations on financial products, strategies and ideas.
▪ Provide tax/investment advice to financial advisors for implementation of client financial strategies.
▪ Member of CEO Strategic Planning Committee; Support compliance oversight of security trades.
Personal Financial Advisor

American Express Financial Advisors

(Public Company; AXP; Financial Services industry)

1994 — 1998 (4 years )

▪ Direct sales of financial products
▪ Provide investment and financial planning advice.
▪ Create and execute marketing plan to build client base from 0 to 300.
▪ Develop, design, and implement comprehensive financial plans with clients.
▪ Supervise office staff; coach early career advisors; conduct recruiting assessments.
Senior Accountant

Herrick, Ltd.

(Accounting industry)

1992 — 1994 (2 years )

▪ Strategic Accounting and Finance Work.
▪ Complete tax returns and develop tax strategies for clients according to Internal Revenue Code.
▪ Provide management advisory services; Conduct tax and accounting research.
Senior Accountant

John A. Lamson & Associates, Inc.

(Accounting industry)

1990 — 1992 (2 years )

▪ Administer payroll for business clients.
▪ Conduct compilations, reviews, and audits in accordance with GAAP.
▪ Forecast tax liabilities and prepare client tax returns for filing with IRS.
▪ Manage tax and accounting software; educate staff on use of software.
Tax Specialist

KPMG Peat Marwick

(Partnership; KPMG; Accounting industry)

1989 — 1990 (1 year )

▪ Responsibilities include all aspects of tax reporting, research, compliance and planning strategies.
▪ Coach interns; promoted from college internship.