Shawn P. Johnson Jr.
Los Angeles
Summary
Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving. Skilled in business management, financial planning, and customer relations.
Overview
9
9
years of professional experience
Work History
Owner
S&S Tax & Bookkeeping
03.2023 - Current
- As the owner of an accounting firm, I help individuals and businesses manage their finances by providing three core services which are Bookkeeping, Filing Taxes and Tax Planning.
Financial Advisor - Manager of Team
One America
07.2022 - 01.2024
- Help other advisors get the best out of themselves so they can serve their clientele. Also manage and provide opportunities for existing and new clients.
Financial Advisor
Mass Mutual
05.2019 - 05.2022
- Plan short term and long term term financial goals for clients, including life insurance and retirement accounts, identify new opportunities for clients, manage life insurance and retirement accounts, market research, provide clients with opportunities for financial growth, client/customer support.
Financial Representative
Northwestern Mutual
11.2017 - 04.2019
- Plan short term and long term financial goals for clients, including life insurance and retirement accounts, identify new opportunities for clients, manage life insurance and retirement accounts, market research.
Customer Service Representative
Integra Student Services
06.2016 - 08.2017
- Assist customer with student loan consolidation, telephone correspondence, refer students to loan associates, enter student information into agency database, other duties as assigned.
Education
Bachelor of Science (BS) - Accounting
University of Utah
01.2014
Associates Degree - undefined
Mt. San Antonio Community College
Walnut, CA12.2011
High School - undefined
John W. North High School
Riverside, CA06.2010
Skills
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Team oversight
- Sales leadership
- Customer service
- Decision-making
Timeline
Owner
S&S Tax & Bookkeeping
03.2023 - Current
Financial Advisor - Manager of Team
One America
07.2022 - 01.2024
Financial Advisor
Mass Mutual
05.2019 - 05.2022
Financial Representative
Northwestern Mutual
11.2017 - 04.2019
Customer Service Representative
Integra Student Services
06.2016 - 08.2017
Associates Degree - undefined
Mt. San Antonio Community College
High School - undefined
John W. North High School
Bachelor of Science (BS) - Accounting
University of Utah
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