1. TIM BURSELL
7004 E. Exmoor Drive, Mesa, AZ 85208 | (480) 363-7405| tmbursell@yahoo.com
CLIENT SERVICES ADVOCATE
Dynamicand resourceful ClientServicesAdvocate offeringalengthycareerhistoryinbanking,investmentstrategies,tax
requirements,insuranceandpersonalbankingconsultation.Deliverstrongcommunicationskillstoensure comprehension
by a diverse audience.Provide outstandingteamandoperations managementcapabilities.
NOTED SKILLS AND ABILITIES:
 Avidnetworkerandoutstandingrelationshipmanagerwhocapitalizeson opportunitiestogrow revenue through
partnerships,referralsandaccountmanagementskills.
 Confidentconsultant recognizedforclientservices intax preparation,investmentsandpersonal bankingneeds.
 High degree of professionalism with an established reputation for quality, accuracy and results as shown by
consistentrecognitionfrompeersandmanagement,aswell ashighpercentage of customerretention.
AREAS OF EXCELLENCE:
Financial Management • Strategic Planning • Team Leadership • Relationship Development
Market Strategies • Business Development • Marketing & Advertising • Networking • Client Retention
Consultation • Tax Requirements • Client Needs Assessment • Effective Communicator
CAREER NARRATIVE
OWNER/INVESTOR • EPL Tax Group, LLC, Glendale, AZ 2015 – PRESENT
Own and operate the tax / investment company, completing tax returns, offering investment product placement, and
buildingclientrelationshipstoensure retention.Engage inmarketingtaskstoattract new clients.
 Oversee the performance and tasks of two tax professionals and one administrative office manager, delivering
trainingwhenwarranted,andensuringexcellence inmarketingandfinancial requirements.
 Manage all aspectsof small businessownership,includingthe transitionof operations.
ANNUITY SPECIALIST • Vanguard, Scottsdale, AZ 2007 - 2014
Providedoutstandingcustomerservice toclientsinregardto annuityand retirementstrategies,maintainingthe highest
satisfaction scores derived from corporate surveys. Set and maintained quarterly goals, ensured compliance and
regulatoryprotocol,andmade improvementsuggestionstoensure stakeholdersremainedadvisedof issues.
 Completedmultiplespecial outreachprojects,includingthe updating/disclaimerof certainprovisionsof annuities
to clients.
 Receivedmultiple awards forclientsatisfaction andmaintainedhighefficiencymetrics.
 Participated on various committees focused on procedural implementation, improving client services and
heighteningreportingactivities.
 Playedakeyrole on a focusgroup challengedwithimprovingsoftwarecapabilities.
FRANCHISE OWNER • Jani-King, Phoenix, AZ 2002 - 2007
Managed overall operationsforthe franchise providingcommercial cleaningservicestoclients.Obtainedclientsthrough
the franchise,acceptingordenyingservicebasedon potentialprofitability.
 Managed 10 employees,monitoringtasksandperformance.
 Grewthe franchise by204% over a five-yearperiod,andreceivedthe SilverFranchise OwnerAward.
EARLY CAREER SUMMARY
Investment Representative, Charles Schwab, Phoenix, AZ; Owner, Benefit and Retirement Systems, Phoenix, AZ
Life Insurance Agent, TransAmerica, Phoenix, AZ
EDUCATION AND PROFESSIONAL DEVELOPMENT
BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, Bemidji University, Bemidji, MN
CERTIFICATIONS and LICENSES: Life and Health Insurance License (current)