Golf

Dive

Fashion

Fishing

Lifestyle

Outdoor

Streetwear

Baseball

Free diving

Volunteer work

Spearfishing

Ocean activities

Younglife

I have recently passed all four sections of the CPA exam. I am working at a full service accounting firm which is allowing me to get exposed to all sections of the industry. At the same time I am studying for the Ethics Exam that is required for CPA licensure.

•	Prepared Corporate, Trust, and Individual Tax Returns.
•	Assisted clients with Bookkeeping and Trial Balance creation in accrual and cash basis accounting. 
•	Complied with Probate Law accounting.
•	Performed GAAP Compilations and Reviews.
•	Maintained client relationships through timely communications and problem solving.
•	Trained and reviewed the work of interns.

Accountant

-Advise clients on how to best achieve financial security.
-Establish relationships with new clients through cold calling.
-Run financial presentations for prospective clients.
-Created proactive solutions to clients' financial concerns. 
-Obtain clients through cold calling.
-Met daily and weekly goals.

Agent

-Data research, retrieval, input, and coding.

Intern

Deposit and credit accounts for current and new customers:
     -Established financial relationships with new and existing clients.
     -Maintained precise records by creating charts and tables on Excel.
     -Followed a variety of Federal and State laws and regulations.
     -Advised clients on how to best achieve financial security.
     -Maintained good customer relationships through solving problems.
     -Monitored national and global financial and economic trends.
     -Met weekly and quarterly sales goals.
     -Handled cash transactions while maintaining a balanced cash drawer.
     -Approved teller transactions.
     -Informed and taught tellers in using new and existing bank products, services and procedures.

Customer Service & Sales Representative

Find out detailed information about Matthew Petrella,  in Mission Viejo, CA

Matthew Petrella: in Mission Viejo, CA

Matthew Petrella

Glenn B. Hetzel & Associates, CPAs

DaVinci Financial

Competitive Analytics

Wells Fargo Bank, NA

Concordia University, Irvine

Concordia University, Irvine