Steve Mead resumes & CV records
Resumes

Steve Mead

Steve Mead

Steve Mead

Owner, Tax Strata G, Llc
Position:
Business Development Manager / Assistant Vice President at Wells Fargo, Managing Member at Tax STRATA G, LLC dba Investment Theft Loss Experts
Location:
Anna Maria, Florida
Industry:
Financial Services
Work:
Wells Fargo
- Manatee County, Florida since Jul 2011
Business Development Manager / Assistant Vice President Tax STRATA G, LLC dba Investment Theft Loss Experts since Jun 2010
Managing Member Hexagon Partners, LLC Mar 2008 - May 2011
Chief Operating Officer JK Harris 165 Services, LLC Apr 2003 - Mar 2008
Senior Tax Consultant
Business Development Manager / Assistant Vice President Tax STRATA G, LLC dba Investment Theft Loss Experts since Jun 2010
Managing Member Hexagon Partners, LLC Mar 2008 - May 2011
Chief Operating Officer JK Harris 165 Services, LLC Apr 2003 - Mar 2008
Senior Tax Consultant
Education:
Michigan State University 1981 - 1985
BA, Communications Delta College 1979 - 1981
Self Study
Successfully Passed SEE Exams 1, 2 & 3, Federal Taxation --- IRS Enrolled Agent Certification Wells Fargo Bank
Series 6, Series 63, Life w/Variable Annuity, Non-FDIC Insured Bank Products
BA, Communications Delta College 1979 - 1981
Self Study
Successfully Passed SEE Exams 1, 2 & 3, Federal Taxation --- IRS Enrolled Agent Certification Wells Fargo Bank
Series 6, Series 63, Life w/Variable Annuity, Non-FDIC Insured Bank Products
Skills:
Tax, Credit, Wealth Management, Series 63, Investments, Mutual Funds, Loan Origination, Banking, Loans, Series 7, Commercial Lending, Relationship Management, Financial Services
Certifications:
Enrolled Agent, Internal Revenue Service / US Treasury
February 6, 2013 Enrolled Agents Acceptance Certificate, U.S. Treasury Department / Internal Revenue Service
February 6, 2013 Enrolled Agents Acceptance Certificate, U.S. Treasury Department / Internal Revenue Service