Nancy Sobin
Expert Financial Caregiver providing bill paying, paperwork management, insurance and bank reconciliation, and tax organizing to seniors, busy professionals, disabled persons and non-profits.
- Role
- President and Daily Money Manager at Professional Paperwork Services, Llc
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
Experience
President and Daily Money Manager
Professional Paperwork Services, Llc
Jun 2015 — Present · Princeton, NJ, US
We help individuals who are too busy or unable to take care or their bills, health insurance claims and other paperwork. We organize, clarify and insure that needed tasks are done in a timely manner, avoiding late charges and fees.We visit clients twice monthly and do reporting on a monthly basis. We provide information for tax purposes for the CPA to prepare the returns.We work with seniors, executives, athletes and disabled adults to tke these tasks off their plates and lower their or their family\'s stress.For some clients we handle all the mail that comes in as well.
Education
University of Rochester - Simon Business School
MBA, Business- EDP
1987 — 1989
SUNY New Paltz
BFA, Photography
Skills
- Marketing
- Budgeting
- Financial Reporting
- Customer Satisfaction
- New Business Development
- Risk Management
- Time Management
- Entrepreneurship
- Strategy
- E-Commerce
- Direct Sales
- Email Marketing
- Salesforce.com
- Product Launch
- Financial Analysis
- Product Development
- Analysis
- Financial Planning
- Account Management
- Strategic Partnerships
- Budgets
- Finance
- Sales Process
- Strategic Planning
- Sales
- Insurance
- Program Management
- Business Development
- Crm
- Marketing Strategy
- Executive Management
- Business Planning
- Strategic Financial Planning
- Sales Operations
- Competitive Analysis
- Selling
- Start-Ups
- Customer Service
- Networking
- Sales Management
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