Dan Mcmillan, Ea Email & Phone Number

Flemington, New Jersey, Us

I am an Enrolled Agent and manage the personal income and business tax preparation for Adelphi Financial. We also specialize in Medicare and Social Security Planning by helping clients maximize their Social Security benefits through providing optimal claiming strategies. At Adelphi, we help clients through the entire Social Security claiming process and even assist in the filing of benefits. The multiple parts of Medicare can be confusing; however, we can easily explain the parts of Medicare relevant to your specific situation. Through comparing Medical Supplemental policies, clients can find the most affordable plan for their needs.

Warren, Nj, Us

The National Social Security Advisor Certification allows me to assist clients in maximizing their Social Security benefits. Through running several analyses with COLA adjustments, clients are provided with a wealth of options and are guided on balancing Social Security along with their other investments. Helped lead the transition of Broker Dealer from National Planning Corporation to LPL Financial. Researched and created Dividend Growth portfolios and Mutual Fund reports.

Greenville, Wi, Us

Varsity boys soccer coach for South Hunterdon Regional High School. Career 36-33-3 record.2019 Times of Trenton Area Coach of the Year: https://www.nj.com/highschoolsports/2019/12/times-of-trenton-postseason-boys-soccer-honors-2019.htmlCoached South Hunterdon to their first ever Skyland Conference - Mountain Division Championship in the 2017 season. Team won the Conference as Co-Champions in 2019.2019 Sectional Finalists (first appearance for the program).Team finished twice in end of season Skyland Conference rankings; 7th in 2017 and 10th in 2019 Was featured in an article on NJ.com for the 2017 Conference Championship: http://s.nj.com/ezcpCyBMonitored student athletes out of season to ensure their level of academic performance; additionally, created an off-season workout program in preparation for the next season.

Charleston, Sc, Us

Hudson Capital Advisors helps small businesses break financial barriers through providing them with ready access to credit and other financial tools necessary for growth. I perform cash flow analysis, research companies and individuals, and examine financial statements in order to evaluate transactions. Business advisement and consulting on loan options is accomplished through knowledge of the Small Business Administration loan program.

New York, Ny, Us

Worked with the Statistical and Regulatory Reporting Division. Tasks included completing payment requests and preparing statistical reporting.

New York, Ny, Us

Assisted with Report of Foreign Bank and Financial Accounts (FBAR) filing for C.V. Starr executives, demonstrating Excel proficiency, knowledge of the United States Treasury Financial Crimes Enforcement Network (FinCEN) forms and an understanding of C.V. Starr’s global structure. Produced a proficient legal brief for the Tax Director. Researched and completed a file on Personal Property Tax for all Starr Companies based throughout the United States. Completed look-through analyses for the 2008 and 2009 New York State audits of C.V. Starr’s investments.

Princeton, New Jersey, Us

Centurion Ministries is a non-profit organization that seeks to exonerate the wrongly convicted, who are serving sentences for rape or murder. Internship included investigating claims of innocence (via trial transcripts, police reports, and other legal documents), corresponding with inmates and lawyers (via e-mails, telephone, and mail), and compiling case reports.

During the summers of 2011 and 2012, I served as a soccer camp counselor where I taught the basics to first and second graders. In the summer of 2013 I continued working at Raider Soccer Camp as a camp counselor; however, I was moved up to coaching fifth and sixth graders.

Princeton, New Jersey, Us

Centurion Ministries is a non-profit organization that seeks to exonerate the wrongly convicted, who are serving sentences for rape or murder. Internship included investigating claims of innocence (via trial transcripts, police reports, and other legal documents), corresponding with inmates and lawyers (via e-mails, telephone, and mail), and compiling case reports.

Bachelor'S Degree, English Language And Literature, Pre-Law

Master Of Business Administration (M.B.A.), Finance

Education record