Michael Scongerella

About Michael Scongerella

I embarked on a new career with the Internal Revenue Service:(Government Administration) Collections Consultant.I work primarily with taxpayers and their representatives through telephone or face-to-face contact. I provide authoritative tax law assistance and take action where needed to resolve their tax issues, often involving delinquent situations. Actions needed might include analyzing the taxpayer\'s ability to pay, initiating liens, and negotiating installment payment agreements.As a Collection Consultant:I provide technical assistance to individuals and/or businesses primarily through telephone interaction in a dynamic call center environment, and/or face-to-face contact;Address wide range of issues/problems that require unique solutions;Apply the tax code to assist taxpayers in understanding and meeting their tax responsibilities;Secure, analyze and protect sensitive personal and financial information;Make determinations and use sound judgment to resolve taxpayer disputes and delinquency issues; Develop, analyze and evaluate information involving the research of computerized records by accessing multiple online/database systems.Prior Industry (Wealth Management)-20 years of Client Service/Sales/Trading/Investment Research/Portfolio Management/Banking experience overall in the financial industry-20 years of brokerage operations/trading and administration experience -20 Years Experience as an Equity Trader -20 years in Relationship Management/Sales experience overall in the financial industry-Series 7, 63, 65 Licensed-Life and Health Insurance Licensed-Bachelors in Economics and Business Management from Stony Brook UniversityAwards-Wells Fargo Licensed Banker-NY Metro 5 Top in Sales 20••••13 New York and Connecticut top performing Wells Fargo Licensed Banker- recipient of the \"Affluent Generator\" Award-Wells Fargo 2013 Credit Choices Star-Premier Banker at Washington Mutual–Winner of 2007 top achievers sales trip (Premier) – Top 1% Producer in the country

Experience

1. Irs Consultant (Collections)

   Internal Revenue Service

   Mar 2020 — Present

Education

• Stony Brook University

  Bachelor of Science (BS), Business Management and Economics

  1994 — 1998