Anthony Mascherino
@anthonymascherino1
I build retirement, insurance, and tax strategies that help clients protect wealth and plan confidently.
United StatesWhat I'm looking for
I've prepared and filed more than 100 individual tax returns annually through Anthony J. Mascherino, CPA, improving tax optimization while maintaining federal and state compliance.
At Allstate Financial Services and as a self-employed financial representative, I delivered tailored life and disability insurance solutions, strengthened client relationships, and converted contacts into sales. At Ameritas, I exceeded regional sales targets through broker-driven acquisition strategies, strategic partnerships, and proactive prospecting across Eastern Pennsylvania.
I bring experience in retirement income planning, wealth management, estate planning, tax preparation, and insurance sales, supported by Series 65 and Life and Health Insurance certifications.
Experience
Work history, roles, and key accomplishments
Seasonal Tax Preparer
Anthony J. Mascherino, CPA
Jan 2018 - Present (8 years 7 months)
Prepare and file more than 100 individual tax returns annually, ensuring accuracy, regulatory compliance, and tax optimization. Review and analyze client financial documents to ensure completeness and accuracy of tax filings.
Professional Financial Representative
Jul 2022 - Nov 2023 (1 year 4 months)
Enhanced client relationships by offering tailored financial services like life and disability insurance. Converted 5% of 500-1000 monthly contacts into sales, driving customer retention with personalized solutions.
Exceeded regional sales targets by developing broker-driven acquisition strategies and expanding high-value client relationships. Established and managed strategic partnerships that accelerated revenue growth across Eastern PA.
Financial Representative
Self Employed
Dec 2015 - Jul 2019 (3 years 7 months)
Delivered comprehensive estate plans tailored to individual client needs, ensuring legal compliance. Enhanced client relationships by offering tailored financial services like life and disability insurance.
Cultivated and maintained strong client relationships to present and secure tailored insurance policies for new and existing accounts. Delivered exceptional customer service by promptly resolving complex client inquiries and complaints.
Education
Degrees, certifications, and relevant coursework
University of Phoenix
Bachelor of Science, Business Administration
Bachelor of Science in Business Administration from the University of Phoenix.
Availability
Location
United StatesAuthorized to work in
Job categories
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