Santa Barbara Tax Products Group
Industry: Financial services company
DescriptionSanta Barbara Tax Products Group is based in San Diego, California and operates as a subsidiary of Green Dot Corporation. Santa Barbara Tax Products Group was established in 2010 upon the sale of the Tax Products Business Unit of Santa Barbara Bank & Trust, and was acquired by Green Dot Corporation in 2014. Headquarters: San Diego, CA Founded: 2010 Area served: United States of America Parent organization: Green Dot Corporation People also search for: Refundo Inc,
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Santa Barbara Tax Products Group Employees
iCIMS December 2014 - Present
iCIMS April 2011 - November 2014
Santa Barbara Tax Products Group December 2007 - July 2010
Countrywide Home Loans May 2005 - May 2007
Skills
Business Development, Sales, Team Building, Customer Service, Training, Sales Process, Cold Calling, Analysis, Finance, Time Management, Salesforce.com, Call Centers, Account Management, Recruiting, Negotiation, Management, Leadership, SaaS, Applicant Tracking...
Education
Florida State University 2000 — 2004
Bachelors of Science, Business Administration
Florida State University - College of Business 2000 — 2004
Business, Real Estate
University of California, San Diego
Career Transition and Development for Professionals
KPMG US June 2013 - Present
Santa Barbara Tax Products Group June 2012 - December 2013
LPL Financial June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Microsoft Word, Microsoft Office, Market Research, Data Analysis, Accounting, Social Media Marketing, Auditing, Financial Reporting, Financial Accounting, Public Speaking, GAAP, Social Media
Education
University of San Diego 2009 — 2013
Bachelor's Degree, Accounting and Finance
Santa Barbara Tax Product Group (TPG) a Green Dot Company October 2014 - Present
Tax Products Group March 2014 - Present
Santa Barbara Tax Products Group September 2010 - January 2012
Pacific Capital Bancorp April 2005 - September 2010
Pacific Capital Bank April 2008 - May 2010
Pacific Capital Bancorp June 2006 - May 2007
Skills
Credit Analysis, Finance, Leadership, Banking, Auditing, Commercial Lending, Managerial Finance, Commercial Banking, Financial Risk, Sarbanes-Oxley Act, Credit, Risk Management, Internal Audit, Risk Assessment, Analytics, Loans, Executive Management, Asset Management, Financial Analysis, Financial Services, Credit Risk, Lines Of Credit, Enterprise Risk..., Small Business Lending, Internal Controls, Underwriting, Operational Risk..., Cash Management, Compliance, Retail Banking, SEC filings, Capital Markets, Treasury Management, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Loan Origination, Asset Based Lending, Corporate Finance
Education
Pacific Coast Banking School 2000 — 2002
Finical Services
Thunderbird School of Global Management 1984 — 1985
MBA, Finance
Westmont College 1980 — 1984
Bachelor of Arts, Economics & Business
University of California, Santa Barbara 1981 — 1982
Computer Science
ARS National Services July 2015 - Present
M&K Biker Shop January 2015 - Present
Provide Commerce April 2015 - May 2015
First Associates Loan Servicing, LLC April 2015 - April 2015
Santa Barbara Tax Products Group January 2015 - March 2015
Advanced Diabetes Supply September 2014 - December 2014
Panera Bread October 2013 - August 2014
Staples March 2013 - August 2014
Sears Holdings Corporation October 2012 - November 2012
Regal Entertainment Group October 2011 - September 2012
Skills
Customer Service, Customer Relations, Microsoft Word, Microsoft Excel, PowerPoint, Team Management, LexisNexis, AutoCAD, Revit, SolidWorks, Organization, Highly detail oriented, Multi Tasking, Highly Ambitious, Creative Writing, Creativity, Quick Study, Hand Drafting, DocHub, Google Drive, Adobe Acrobat, Outlook, Efficent, Self-directed Learning, Professional..., Cash Handling, Cashiering, Microsoft Office, Teamwork, WPM 46, Data Entry, Communication, Sales, Time Management, Customer Satisfaction, Telephone Skills
Education
Palomar College 2011 — 2016
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Vista High School 2007 — 2011
High School Diploma, General Studies
RynohLive October 2013 - Present
Massimo Zanetti Beverage USA September 2013 - October 2013
Provide Commerce April 2013 - May 2013
Santa Barbara Tax Products Group January 2013 - March 2013
Kositzka, Wicks & Company December 2011 - November 2012
Verizon Wireless September 2010 - September 2011
Verizon Wireless July 2008 - September 2010
Sage Payment Solutions March 2005 - January 2007
Skills
Administrative Work, Clerical, Customer Service, Receptionist Duties, Accounts Payable, Sales, Microsoft Office, PeopleSoft, 10 Key, Office Administration, Proofreading, QuickBooks, Typing, Customer Satisfaction, Administration
Education
Harvard University 2015 — 2016
Business Administration and Management, Business Administration and Management, General
Tidewater Community College 2013 — 2014
Associate of Science (A.S.), Business Administration
Covance Market Access July 2013 - January 2014
Santa Barbara Tax Products Group January 2013 - April 2013
BRL Senior Care January 2006 - July 2012
Provide Commerce December 2011 - March 2012
Dr Peter Do, D.D.S February 2009 - May 2009
Education
San Ysidro Adult 2014 — 2014
Certificate, Medical Administrative Assistant
Pima Medical Institute-Chula Vista 2008 — 2009
Certificate, Dental Assisting/Assistant
O'Farrell Community School November 2013 - Present
Sweetwater Union High School District October 2013 - May 2014
O'Farrell Community School September 2012 - June 2013
Santa Barbara Tax Products Group January 2012 - August 2012
Provide Commerce December 2010 - December 2011
Vector Marketing June 2007 - April 2008
Skills
Teaching, Sales, Lesson Planning, Public Speaking, Tutoring, Classroom, Microsoft Word, Customer Service
Education
San Diego State University-California State University 2012 — 2013
Single Subject Teaching Credential, Social Studies Teacher Education
San Diego State University-California State University 2008 — 2010
Bachelor of Arts (B.A.), Social Sciences
Southwestern College 2002 — 2005
N/A, Social Sciences
Morse High School 1999 — 2002
High School Diploma, General Education
Bell Junior High School
PCATO LLC July 2015 - Present
Santa Barbara Tax Products Group May 2013 - April 2015
lifeionizers.com June 2012 - May 2013
Digital Operative Inc. April 2010 - May 2011
eVisibility June 2008 - July 2009
Skills
Magento, Photoshop, JavaScript, CSS, HTML 5, Joomla, Web Analytics, Online Advertising, WordPress, Google Adwords, Email Marketing, NetSuite, HubSpot, Zoho, SEM, PPC, SEO, Google Analytics, Digital Marketing, Conversion Optimization, E-commerce, Landing Page..., Web Development, Link Building, CMS, Front-end, Web 2.0, ASP.NET, Web Design, PHP
Education
California State University-San Marcos 2003 — 2008
Computer Science
Southern State University 2010 — 2012
Master of Business Administration (MBA)
Independent June 2014 - Present
Santa Barbara Tax Products Group April 2011 - June 2014
CCH Small Firm Services 2003 - 2010
TaxWise 2002 - 2006
Liberty Tax Service 2001 - 2002
Liberty Tax Service 2001 - 2002
Internal Revenue Service 1987 - 1992
Skills
Business Development, Leadership, Training, Marketing, Accounting, New Business Development, Salesforce.com, Account Management, Customer Service, Strategic Planning, Business Analysis, Process Improvement
Education
Concordia University-Wisconsin
BA, Management and Communications
Suffolk County Community College
AAS, Accounting
Santa Barbara Tax Products Group September 2015 - Present
Cytori Therapeutics December 2013 - August 2015
Cytori Therapeutics July 2010 - December 2013
Amgen August 2007 - October 2009
Skills
Microsoft Excel, Auditing, Accounting, PowerPoint, Strategic Planning, Microsoft Word, Process Improvement, Financial Reporting, Analysis, Financial Accounting, Team Leadership, Research, Financial Analysis, QuickBooks, Accounts Payable
Education
California State University-Northridge 2002 — 2007
Bachelors, Accounting and Business Law
SeniorQuote Insurance Services May 2014 - May 2015
Santa Barbara Tax Products Group January 2014 - March 2014
Savvis CenturyLink Technology Solutions March 2012 - March 2013
Mitchell1 January 2006 - January 2012
Newgen Results Corporation July 2002 - November 2005
Pulse Metric, Inc. August 1999 - July 2002
Memec, Inc. August 1992 - November 1999
Skills
Customer Service, Cloud Computing, Salesforce.com, Automotive, Sales, Microsoft Excel, Product Development, Recruiting, Cold Calling, Sales Process, Sales Operations, Microsoft Office, Management, CRM, Direct Sales
Education
Advanced Training Associates, Inc. 2012 — 2014
Associate’s Degree, Information Systems Technology, Grade Point Average 3.2
San Diego Mesa College 1991 — 1992
Certificate of Completion, Math for Technicians. (Excelerated Calculus, Trig), 3.0
Urban League of San Diego 1989 — 1989
Certificate of Completion, Micro Computer Repair, 4.0 Grade Point Average