Dan Mcmillan, Ea

Dan Mcmillan, Ea Email and Phone Number

Tax Accountant at Adelphi Financial @ Adelphi Financial LLC
Dan Mcmillan, Ea's Location
Milford, New Jersey, United States, United States
Dan Mcmillan, Ea's Contact Details

Dan Mcmillan, Ea work email

Dan Mcmillan, Ea personal email

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About Dan Mcmillan, Ea

Dan Mcmillan, Ea is a Tax Accountant at Adelphi Financial at Adelphi Financial LLC. He possess expertise in nonprofits, public speaking, editing, social media, research and 13 more skills.

Dan Mcmillan, Ea's Current Company Details
Adelphi Financial LLC

Adelphi Financial Llc

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Tax Accountant at Adelphi Financial
Dan Mcmillan, Ea Work Experience Details
  • Adelphi Financial Llc
    Tax Accountant
    Adelphi Financial Llc Sep 2017 - Present
    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.
  • Beacon Financial Group
    Financial Associate And Social Security Advisor
    Beacon Financial Group Sep 2017 - Present
    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.
  • South Hunterdon Regional High School
    Soccer Coach
    South Hunterdon Regional High School May 2016 - Dec 2019
    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.
  • Hudson Capital Advisors Llc
    Associate Credit Advisor
    Hudson Capital Advisors Llc Jan 2017 - Sep 2017
    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.
  • Starr Companies
    Winter Intern
    Starr Companies Dec 2015 - Jan 2016
    New York, Ny, Us
    Worked with the Statistical and Regulatory Reporting Division. Tasks included completing payment requests and preparing statistical reporting.
  • Starr Companies
    Summer Intern
    Starr Companies Jun 2015 - Aug 2015
    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.
  • Centurion Ministries
    Bill Sword, Jr., Intern Fellowship Winner/Intern
    Centurion Ministries May 2014 - Jul 2014
    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.
  • Raider Soccer Camp
    Camp Counselor
    Raider Soccer Camp Jul 2011 - Aug 2013
    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.
  • Centurion Ministries
    Case Worker
    Centurion Ministries May 2013 - Jul 2013
    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.
  • Rushmore Soccer
    Camp Counselor
    Rushmore Soccer Jun 2010 - Jul 2010

Dan Mcmillan, Ea Skills

Nonprofits Public Speaking Editing Social Media Research Microsoft Office Microsoft Word Powerpoint Event Planning Time Management Customer Service Management Microsoft Excel Microsoft Powerpoint Teamwork Social Networking Leadership Marketing

Dan Mcmillan, Ea Education Details

  • The College Of New Jersey
    The College Of New Jersey
    Pre-Law
  • Saint Peter'S University
    Saint Peter'S University
    Finance
  • Scotch Plains-Fanwood High School
    Scotch Plains-Fanwood High School

Frequently Asked Questions about Dan Mcmillan, Ea

What company does Dan Mcmillan, Ea work for?

Dan Mcmillan, Ea works for Adelphi Financial Llc

What is Dan Mcmillan, Ea's role at the current company?

Dan Mcmillan, Ea's current role is Tax Accountant at Adelphi Financial.

What is Dan Mcmillan, Ea's email address?

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What is Dan Mcmillan, Ea's direct phone number?

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What schools did Dan Mcmillan, Ea attend?

Dan Mcmillan, Ea attended The College Of New Jersey, Saint Peter's University, Scotch Plains-Fanwood High School.

What skills is Dan Mcmillan, Ea known for?

Dan Mcmillan, Ea has skills like Nonprofits, Public Speaking, Editing, Social Media, Research, Microsoft Office, Microsoft Word, Powerpoint, Event Planning, Time Management, Customer Service, Management.

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