Vanetta Poole
Financial Planning Consultant & Tax Preparation Services at VP Financial Services LLC | Washington DC-Baltimore Area
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Vanetta Poole is a seasoned Financial Planning Consultant and Tax Preparation Services expert at VP Financial Services LLC, where she leverages her extensive background in financial management to deliver tailored solutions for her clients. With a Bachelor of Science in Business Management from the University of Phoenix, Vanetta combines her academic knowledge with practical experience to navigate the complexities of financial planning and tax preparation.
In her current role, she is instrumental in guiding individuals and small businesses through the intricacies of financial decision-making, ensuring they achieve their financial goals while remaining compliant with tax regulations. Vanetta’s expertise encompasses a wide range of services, including budgeting, investment strategies, and tax optimization, which she customizes based on each client’s unique circumstances. Her proficiency in accounting software such as PeopleSoft and her adeptness with Microsoft Outlook enhance her efficiency in managing client portfolios and communications.
Key projects that Vanetta has spearheaded include comprehensive tax planning initiatives that have resulted in significant savings for her clients, as well as workshops aimed at educating individuals on effective financial management practices. Her commitment to professional development is evident through her active participation in the Alumni Association, where she shares insights and fosters connections within the financial community.
With a strong foundation in office management and customer service, Vanetta excels in creating a welcoming environment for her clients, ensuring that they feel supported throughout their financial journey. Her exceptional phone manner and organizational skills further contribute to her reputation as a trusted advisor in the financial services industry.
Financial Planning Consultant & Tax Preparation Services at VP Financial Services LLC in December 2018 to Present
Program Financial Analyst at Federal Aviation Administration in January 2023 to Present
Operations Manager at Syngenta in February 2020 to January 2023
Administrative Operations Manager Goverment Affairs at Arconic in November 2016 to July 2019
Administrative Operations Manager Government Affairs at Alcoa Aluminum Co in September 2015 to November 2016
Administrative Coordinator for the Government Relations Department at The Pew Charitable Trusts in August 2014 to September 2015
Executive Assistant at Towers Watson in October 2008 to December 2013
Project Administrator at Lockheed Martin ES in April 2006 to October 2008
USPS, Technical Support Help Desk Sr. at Lockheed Martin in April 2005 to April 2006
EPA, Telecommunications Admin. Specialist at Lockheed Martin in March 1999 to April 2005
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Executive Support
General Ledgers
Systems Analysis
Reporting Systems
Financial Systems
Financial Reporting
Memos
Accounting
Financial Analysis
Phone Manner
Calendars
Attention to Detail
PeopleSoft
Notary Public
Auditing
Microsoft Excel
Office 2010
Microsoft Word
Microsoft Powerpoint
Microsoft Office 2011 for Mac
Microsoft Outlook
Adobe Professional 9.0
Audit Certificate of Training 2001, ISO 9001 Overview Course
Outlook
Training
Human Resources
PowerPoint
Time Management
Customer Service
Office Administration
Editing
Team Building
Management
Administration
Interviews
Leadership
Microsoft Office
Project Management
Office Management
Invoicing
Budgets
Event Planning
Program Management
Tax Preparation
Analytical Skills
Finance
Critical Thinking
Administrative Assistance
Troubleshooting
Business Analysis
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What is Vanetta Poole email address?
Email Vanetta Poole at [email protected] and [email protected]. This email is the most updated Vanetta Poole email found in 2026.
What is Vanetta Poole phone number?
Vanetta Poole phone number is +12027580722.
How to contact Vanetta Poole?
To contact Vanetta Poole send an email to [email protected] or [email protected]. If you want to call Vanetta Poole try calling on +12027580722. (updated on November 04, 2024)
What is Vanetta Poole net worth?
Vanetta Poole has an estimated net worth of -$2,499 to $2,499
What company does Vanetta Poole work for?
Vanetta Poole works for VP Financial Services LLC
What is Vanetta Poole's role at VP Financial Services LLC?
Vanetta Poole is Financial Planning Consultant & Tax Preparation Services
What industry does Vanetta Poole work in?
Vanetta Poole works in the Financial Services industry.
Vanetta Poole Email Addresses
Vanetta Poole Phone Numbers
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