AARP Tax Aide
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AARP Tax Aide Employees
Employee
Years
Job
Industry
Nicole Goodale Nicole Goodale's AARP Tax Aide Experience January 2011 - April 2011
Job Accountant at North America Stevedoring
Industry Accounting
Experience
North America Stevedoring August 2011 - Present
AARP Tax-Aide January 2011 - April 2011
Skills
Management, Financial Accounting, Auditing, Managerial Finance, QuickBooks, Entrepreneurship, Banking, Business Strategy, Tax Accounting, Customer Service, Operations Management, Access, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Social Media, Time Management, Accounting, Training, Research, Event Planning, Social Networking
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Master's of Business Administration
Purdue University Calumet 2006 — 2011
Bachelor's, Management/Accounting
Lake Central High School 2002 — 2006
Diploma, General Studies
North America Stevedoring August 2011 - Present
AARP Tax-Aide January 2011 - April 2011
Skills
Management, Financial Accounting, Auditing, Managerial Finance, QuickBooks, Entrepreneurship, Banking, Business Strategy, Tax Accounting, Customer Service, Operations Management, Access, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Social Media, Time Management, Accounting, Training, Research, Event Planning, Social Networking
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Master's of Business Administration
Purdue University Calumet 2006 — 2011
Bachelor's, Management/Accounting
Lake Central High School 2002 — 2006
Diploma, General Studies
Neada Bregu Neada Bregu's AARP Tax Aide Experience November 2010 - April 2011
Job Unemployed and in search for a job
Industry Accounting
Experience
Palisade Capital Management June 2012 - September 2012
AARP Tax Aide November 2010 - April 2011
Village Market January 2005 - April 2006
Skills
Attention To Detail, Fast Learner, Mac/PC proficient, Teamwork, Time Management, Analytical Skills, Team-oriented, Critical Thinking, Goal Oriented, Social Skills, Financial Analysis, Data Entry, Tax, Business, Coordination, QuickBooks, Microsoft Word, Asset, Leadership, Microsoft Excel, Microsoft Office, Income Tax, PowerPoint, Bookkeeping, Outlook, Access, Accounting, Account Reconciliation
Education
Montclair State University 2010 — 2012
BS, Business Administration w; Accounting
Bergen Community College 2008 — 2010
Associate of Science (A.S.), Accounting
Palisade Capital Management June 2012 - September 2012
AARP Tax Aide November 2010 - April 2011
Village Market January 2005 - April 2006
Skills
Attention To Detail, Fast Learner, Mac/PC proficient, Teamwork, Time Management, Analytical Skills, Team-oriented, Critical Thinking, Goal Oriented, Social Skills, Financial Analysis, Data Entry, Tax, Business, Coordination, QuickBooks, Microsoft Word, Asset, Leadership, Microsoft Excel, Microsoft Office, Income Tax, PowerPoint, Bookkeeping, Outlook, Access, Accounting, Account Reconciliation
Education
Montclair State University 2010 — 2012
BS, Business Administration w; Accounting
Bergen Community College 2008 — 2010
Associate of Science (A.S.), Accounting
Lisbeth Nickie Lisbeth Nickie's AARP Tax Aide Experience January 2014 - March 2015
Job Permaculture Design Certified at Houston area
Industry Environmental Services
Experience
Houston area July 2012 - Present
AARP Tax Aide January 2014 - March 2015
Retired July 2008 - April 2012
GE Energy 2000 - 2008
MacNickie Services June 1995 - May 2002
Albuquerque Publishing Company January 1998 - April 2000
BlackRock January 1990 - May 1995
The Blackstone Group January 1985 - January 1990
Lehman Brothers January 1974 - January 1985
Skills
Accounting, Permaculture, Garden Design, Organic Gardening, Environmental Awareness, Nonprofits, Strategic Planning, Accounts Receivable, Small Business, Hyperion Enterprise, Public Speaking, PowerPoint, Microsoft Excel, Tax, Auditing, Financial Reporting, Process Improvement, Budgets, Managerial Finance, Financial Analysis, Project Management, Sarbanes-Oxley Act, Strategic Financial..., Cash Flow, Forecasting, Risk Management, Business Planning, Due Diligence, Energy, Leadership, Financial Modeling, Management, Accounts Payable, Finance, Financial Audits, Internal Controls, Contract Negotiation, Business Strategy, Acquisition Integration, Business Process..., Change Management, Restructuring, Sustainability, Business Development, Entrepreneurship, Six Sigma, Operations Management, Strategy, Cross-functional Team..., Process Engineering
Education
University of Houston 2000 — 2002
BS in Accounting, Accounting and Finance
The University of New Mexico 1998 — 2000
worling towawrd BS, working toward BS Accounting
Sarah Lawrence College 1969 — 1970
none, dance and Russian literature
Houston area July 2012 - Present
AARP Tax Aide January 2014 - March 2015
Retired July 2008 - April 2012
GE Energy 2000 - 2008
MacNickie Services June 1995 - May 2002
Albuquerque Publishing Company January 1998 - April 2000
BlackRock January 1990 - May 1995
The Blackstone Group January 1985 - January 1990
Lehman Brothers January 1974 - January 1985
Skills
Accounting, Permaculture, Garden Design, Organic Gardening, Environmental Awareness, Nonprofits, Strategic Planning, Accounts Receivable, Small Business, Hyperion Enterprise, Public Speaking, PowerPoint, Microsoft Excel, Tax, Auditing, Financial Reporting, Process Improvement, Budgets, Managerial Finance, Financial Analysis, Project Management, Sarbanes-Oxley Act, Strategic Financial..., Cash Flow, Forecasting, Risk Management, Business Planning, Due Diligence, Energy, Leadership, Financial Modeling, Management, Accounts Payable, Finance, Financial Audits, Internal Controls, Contract Negotiation, Business Strategy, Acquisition Integration, Business Process..., Change Management, Restructuring, Sustainability, Business Development, Entrepreneurship, Six Sigma, Operations Management, Strategy, Cross-functional Team..., Process Engineering
Education
University of Houston 2000 — 2002
BS in Accounting, Accounting and Finance
The University of New Mexico 1998 — 2000
worling towawrd BS, working toward BS Accounting
Sarah Lawrence College 1969 — 1970
none, dance and Russian literature
Cory Erickson's AARP Tax Aide Experience December 2009 - April 2010
Job Senior Staff Accountant at CMD
Industry Accounting
Experience
CMD April 2015 - Present
CMD October 2013 - Present
NAVEX Global October 2012 - May 2013
Providence Health & Services April 2010 - September 2012
Manifest Men's Wellness Community March 2010 - December 2010
AARP Tax Aide December 2009 - April 2010
James H. Richardson, CPA January 2010 - February 2010
Wells Fargo Bank July 2008 - February 2009
American Eagle Outfitters June 2008 - December 2008
Columbia Sportswear May 2007 - May 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Quickbooks, Bookkeeping, Microsoft Office, Outlook, Word, PowerPoint, Billing, Problem Solving, Customer Relations, Insurance, Auditing, Compliance, Invoicing, Inventory Management, Internal Controls, Tax, Non-profits, Supervisory Skills, Process Improvement, Cash Management, Payroll, Payments, Credit, Excel, Customer Service, Tax Returns, Data Entry, Audit, Spreadsheets, Research, Account Reconciliation, Teamwork, Microsoft Excel
Education
Portland State University 2008 — 2009
Post Bac, Accounting
Western Oregon University 2003 — 2007
BS, Business Administration
CMD April 2015 - Present
CMD October 2013 - Present
NAVEX Global October 2012 - May 2013
Providence Health & Services April 2010 - September 2012
Manifest Men's Wellness Community March 2010 - December 2010
AARP Tax Aide December 2009 - April 2010
James H. Richardson, CPA January 2010 - February 2010
Wells Fargo Bank July 2008 - February 2009
American Eagle Outfitters June 2008 - December 2008
Columbia Sportswear May 2007 - May 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Quickbooks, Bookkeeping, Microsoft Office, Outlook, Word, PowerPoint, Billing, Problem Solving, Customer Relations, Insurance, Auditing, Compliance, Invoicing, Inventory Management, Internal Controls, Tax, Non-profits, Supervisory Skills, Process Improvement, Cash Management, Payroll, Payments, Credit, Excel, Customer Service, Tax Returns, Data Entry, Audit, Spreadsheets, Research, Account Reconciliation, Teamwork, Microsoft Excel
Education
Portland State University 2008 — 2009
Post Bac, Accounting
Western Oregon University 2003 — 2007
BS, Business Administration
Kenneth L. Hoffman Kenneth L. Hoffman's AARP Tax Aide Experience August 2002 - Present
Job AARP NJ State Coordinator for TaxAide (RET)
Industry Nonprofit Organization Management
Experience
UWNNJ 2009 - Present
AARP Tax-Aide August 2002 - Present
ITT Corp 1982 - 2001
Electronics Research Associates 1980 - 1982
Skills
Non-profits, Public Speaking, Accounting, Budgets, Strategic Leadership, Management expertise, Team Leadership, Cross-functional Team..., Organizational..., Thought Leadership, Team Building, Volunteer Management, Fundraising, Financial Reporting, Research, Small Business, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Partnerships, Volunteering, Nonprofits, Tax, Policy, Community Outreach, Leadership, Grants
Education
Fairleigh Dickenson 1982 — 1983
MBA, Management
The Johns Hopkins University 1956 — 1960
BSEE, Electrical and Electronics Engineering
UWNNJ 2009 - Present
AARP Tax-Aide August 2002 - Present
ITT Corp 1982 - 2001
Electronics Research Associates 1980 - 1982
Skills
Non-profits, Public Speaking, Accounting, Budgets, Strategic Leadership, Management expertise, Team Leadership, Cross-functional Team..., Organizational..., Thought Leadership, Team Building, Volunteer Management, Fundraising, Financial Reporting, Research, Small Business, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Partnerships, Volunteering, Nonprofits, Tax, Policy, Community Outreach, Leadership, Grants
Education
Fairleigh Dickenson 1982 — 1983
MBA, Management
The Johns Hopkins University 1956 — 1960
BSEE, Electrical and Electronics Engineering
Caitlin Malamphy Caitlin Malamphy's AARP Tax Aide Experience February 2014 - May 2014
Job Staff Accountant at Corwin Beverage Company
Industry Accounting
Experience
Corwin Beverage Company March 2015 - Present
Clark County Painting, Inc June 2014 - March 2015
ONABEN May 2014 - August 2014
AARP Tax-aide February 2014 - May 2014
Bowser's Bath October 2010 - June 2011
ClubSport December 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Java, HTML, Tax, Outlook, QuickBooks, Account Reconciliation, Data Entry, General Ledger, Accounts Payable, Accounts Receivable, Invoicing, Spreadsheets, Tax Preparation, 10 Key, Bank Reconciliation, Cash Handling Experience, Journal Entries, Time Management, Financial Analysis, Bookkeeping, Management, Payroll, Leadership, Event Planning, Financial Statements, Social Networking, Budgets
Education
Portland State University 2013 — 2014
Bachelor of Arts (BA), Accounting
Portland Community College 2010 — 2012
Associate of Science (AS), Business/Commerce, General
Oregon State University 2009 — 2010
Corwin Beverage Company March 2015 - Present
Clark County Painting, Inc June 2014 - March 2015
ONABEN May 2014 - August 2014
AARP Tax-aide February 2014 - May 2014
Bowser's Bath October 2010 - June 2011
ClubSport December 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Java, HTML, Tax, Outlook, QuickBooks, Account Reconciliation, Data Entry, General Ledger, Accounts Payable, Accounts Receivable, Invoicing, Spreadsheets, Tax Preparation, 10 Key, Bank Reconciliation, Cash Handling Experience, Journal Entries, Time Management, Financial Analysis, Bookkeeping, Management, Payroll, Leadership, Event Planning, Financial Statements, Social Networking, Budgets
Education
Portland State University 2013 — 2014
Bachelor of Arts (BA), Accounting
Portland Community College 2010 — 2012
Associate of Science (AS), Business/Commerce, General
Oregon State University 2009 — 2010
Andrew D. Gregor, J.D.'s AARP Tax Aide Experience September 2008 - Present
Job Health Care & Employee Benefits Attorney
Industry Law Practice
Experience
Western Pension & Benefits Council, San Diego chapter July 2014 - Present
Foley & Lardner LLP September 2008 - Present
AARP Tax-Aide September 2008 - Present
California Attorney General June 2006 - August 2006
Michigan Tech. University July 2005 - August 2005
Skills
Employee Benefits, ERISA, Mergers & Acquisitions, Deferred Compensation, Human Resources, Insurance, Executive Pay, Fundraising, Leadership, Analysis, Legal Research, Legal Writing, Management, Employment Law, Document Review
Education
Harvard Law School 2005 — 2008
Juris Doctor
University of California, Berkeley 2003 — 2005
Bachelor of Arts with High Honors, Philosophy
Western Pension & Benefits Council, San Diego chapter July 2014 - Present
Foley & Lardner LLP September 2008 - Present
AARP Tax-Aide September 2008 - Present
California Attorney General June 2006 - August 2006
Michigan Tech. University July 2005 - August 2005
Skills
Employee Benefits, ERISA, Mergers & Acquisitions, Deferred Compensation, Human Resources, Insurance, Executive Pay, Fundraising, Leadership, Analysis, Legal Research, Legal Writing, Management, Employment Law, Document Review
Education
Harvard Law School 2005 — 2008
Juris Doctor
University of California, Berkeley 2003 — 2005
Bachelor of Arts with High Honors, Philosophy
Arthur Yeung's AARP Tax Aide Experience February 2014 - April 2014
Job Sales Coordinator at BMW of Greenwich
Industry Automotive
Experience
BMW of Greenwich August 2013 - September 2015
AARP Tax Aide February 2014 - April 2014
AARP Tax Aide January 2013 - April 2013
Walmart October 2011 - August 2012
Skills
Problem Solving, Logistics, Teamwork, Accounts Payable, Accounting, Microsoft Excel, Accounts Receivable, Spreadsheets, Customer Service, Bookkeeping, Retail Sales, Vlookup, Pivot Tables, BMW, Time Management, Tax, Inventory Management, Automotive, Customer Satisfaction, Sales, Customer Retention, Team Building, Management, Outlook, Retail, PowerPoint, Cash Register, Microsoft Word, QuickBooks
Education
SUNY Plattsburgh 2011 — 2013
BS, Accounting and Business
Suffolk County Community College 2008 — 2011
Associate's degree, Accounting
BMW of Greenwich August 2013 - September 2015
AARP Tax Aide February 2014 - April 2014
AARP Tax Aide January 2013 - April 2013
Walmart October 2011 - August 2012
Skills
Problem Solving, Logistics, Teamwork, Accounts Payable, Accounting, Microsoft Excel, Accounts Receivable, Spreadsheets, Customer Service, Bookkeeping, Retail Sales, Vlookup, Pivot Tables, BMW, Time Management, Tax, Inventory Management, Automotive, Customer Satisfaction, Sales, Customer Retention, Team Building, Management, Outlook, Retail, PowerPoint, Cash Register, Microsoft Word, QuickBooks
Education
SUNY Plattsburgh 2011 — 2013
BS, Accounting and Business
Suffolk County Community College 2008 — 2011
Associate's degree, Accounting
Karen Alyanakian Karen Alyanakian's AARP Tax Aide Experience November 2010 - April 2011
Job Realtor at Berkshire Hathaway HomeServices, Fox & Roach Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors November 2010 - Present
AARP Tax Aide November 2010 - April 2011
AARP Tax Aide January 2007 - April 2010
Unisys January 2002 - January 2010
Unisys January 1995 - January 2002
Unisys January 1986 - January 1995
Unisys June 1978 - January 1986
Skills
Project Management, Software Development, Software Project..., Process Improvement, Program Management, Team Leadership, Requirements Analysis, SDLC, Business Analysis, PMP, Integration, Software Documentation, Analysis, Vendor Management, ITIL, IT Strategy, Budgets, Project Planning, Quality Assurance, Cloud Computing, Business Process..., Change Management, Agile Methodologies, Enterprise Architecture
Education
Villanova University 1979 — 1982
MS, Computer Science
Penn State University 1974 — 1978
BS, Computer Science
Berkshire Hathaway HomeServices Fox & Roach, Realtors November 2010 - Present
AARP Tax Aide November 2010 - April 2011
AARP Tax Aide January 2007 - April 2010
Unisys January 2002 - January 2010
Unisys January 1995 - January 2002
Unisys January 1986 - January 1995
Unisys June 1978 - January 1986
Skills
Project Management, Software Development, Software Project..., Process Improvement, Program Management, Team Leadership, Requirements Analysis, SDLC, Business Analysis, PMP, Integration, Software Documentation, Analysis, Vendor Management, ITIL, IT Strategy, Budgets, Project Planning, Quality Assurance, Cloud Computing, Business Process..., Change Management, Agile Methodologies, Enterprise Architecture
Education
Villanova University 1979 — 1982
MS, Computer Science
Penn State University 1974 — 1978
BS, Computer Science
Helene Morizzo Helene Morizzo's AARP Tax Aide Experience January 2000 - January 2007
Job CPA at WithumSmith+Brown PC
Industry Accounting
Experience
WithumSmith+Brown January 2014 - Present
HMD CPAS January 2007 - January 2014
AARP Tax Aide January 2000 - January 2007
Salomon Brothers 1990 - 1998
Skills
Corporate Tax, High Net Worth..., Small Business Tax, CPA, Tax, Accounting, Income Tax, Accountants, Financial Reporting, Auditing, QuickBooks, Financial Accounting, Tax Preparation, Partnership Taxation, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1987
BS, Accounting
Northeastern University 1982 — 1985
WithumSmith+Brown January 2014 - Present
HMD CPAS January 2007 - January 2014
AARP Tax Aide January 2000 - January 2007
Salomon Brothers 1990 - 1998
Skills
Corporate Tax, High Net Worth..., Small Business Tax, CPA, Tax, Accounting, Income Tax, Accountants, Financial Reporting, Auditing, QuickBooks, Financial Accounting, Tax Preparation, Partnership Taxation, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1987
BS, Accounting
Northeastern University 1982 — 1985
Emma White Emma White's AARP Tax Aide Experience January 2011 - April 2014
Job Professional Volunteer
Industry Civic & Social Organization
Experience
Stepping Stone September 2013 - Present
Gun Violence Prevention January 2013 - Present
Insitute on Aging April 2012 - Present
AARP Tax Aide January 2011 - April 2014
Chinese American International School June 2002 - June 2011
Golden Gate Park Senior Center October 2003 - September 2006
Vericare August 2000 - August 2006
Richmond Area Multi-Services September 1994 - June 1995
Pathologist January 1978 - June 1990
Cedar Sinai Medical Center July 1975 - June 1977
Skills
Psychotherapy, Health Psychology, Teaching, Non-profits, Clinical Psychology, Healthcare, Elder Care, Psychology, Nonprofits, Community Outreach, Program Development, Mental Health Counseling, Mental Health, Program Evaluation, Adolescent Therapy, Clinical Research, Editing, Behavioral Health, Staff Development, Writing, Group Therapy, Grants, Event Planning, Research, Training, Tutoring, Leadership, Volunteer Management, Strategic Planning, Family Therapy, Motivational..., Treatment
Education
Alliant International University-Fresno 1989 — 1993
Ph.D., Clinical Psychology
Cedar-Sinai Medical Center 1974 — 1975
Clinical Pathology Resident
Georgetown University School of Medicine 1972 — 1974
Anatomic and Clinical Pathology Resident
UCLA 1971 — 1972
Anatomic Pathology Resident
University of Illinois College of Medicine 1966 — 1970
M.D.
Washington University in St. Louis 1962 — 1966
B.A., Sociology
Stepping Stone September 2013 - Present
Gun Violence Prevention January 2013 - Present
Insitute on Aging April 2012 - Present
AARP Tax Aide January 2011 - April 2014
Chinese American International School June 2002 - June 2011
Golden Gate Park Senior Center October 2003 - September 2006
Vericare August 2000 - August 2006
Richmond Area Multi-Services September 1994 - June 1995
Pathologist January 1978 - June 1990
Cedar Sinai Medical Center July 1975 - June 1977
Skills
Psychotherapy, Health Psychology, Teaching, Non-profits, Clinical Psychology, Healthcare, Elder Care, Psychology, Nonprofits, Community Outreach, Program Development, Mental Health Counseling, Mental Health, Program Evaluation, Adolescent Therapy, Clinical Research, Editing, Behavioral Health, Staff Development, Writing, Group Therapy, Grants, Event Planning, Research, Training, Tutoring, Leadership, Volunteer Management, Strategic Planning, Family Therapy, Motivational..., Treatment
Education
Alliant International University-Fresno 1989 — 1993
Ph.D., Clinical Psychology
Cedar-Sinai Medical Center 1974 — 1975
Clinical Pathology Resident
Georgetown University School of Medicine 1972 — 1974
Anatomic and Clinical Pathology Resident
UCLA 1971 — 1972
Anatomic Pathology Resident
University of Illinois College of Medicine 1966 — 1970
M.D.
Washington University in St. Louis 1962 — 1966
B.A., Sociology
Akmal Sabirov Akmal Sabirov's AARP Tax Aide Experience December 2010 - May 2011
Job Security Processing Analyst: Sr. Tax Anlyst / Project Leader
Industry Financial Services
Experience
Citi Hedge Fund Services, Inc. January 2012 - Present
Citi Hedge Fund Services, Inc. January 2007 - December 2011
AARP Tax-Aide December 2010 - May 2011
Skills
Investments, Financial Reporting, Financial Accounting, Financial Management, Tax, IFRS, GAAP, Derivatives, Securities, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Accounting, Corporate Finance, Portfolio Management
Education
Harvard Extension School 2012 — 2014
Strategic Management Certificate
Johnson and Wales University 2005 — 2007
MBA, Financial Management
Jahon Iqtisodiyoti va Diplomatiya Universiteti 2000 — 2005
Bachelor, International Economic Relations
Coursera
Coursera
Coursera
Citi Hedge Fund Services, Inc. January 2012 - Present
Citi Hedge Fund Services, Inc. January 2007 - December 2011
AARP Tax-Aide December 2010 - May 2011
Skills
Investments, Financial Reporting, Financial Accounting, Financial Management, Tax, IFRS, GAAP, Derivatives, Securities, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Accounting, Corporate Finance, Portfolio Management
Education
Harvard Extension School 2012 — 2014
Strategic Management Certificate
Johnson and Wales University 2005 — 2007
MBA, Financial Management
Jahon Iqtisodiyoti va Diplomatiya Universiteti 2000 — 2005
Bachelor, International Economic Relations
Coursera
Coursera
Coursera
Peter Cao Peter Cao's AARP Tax Aide Experience January 2013 - April 2013
Job Foodservice Contractor at PepsiCo
Industry Accounting
Experience
PepsiCo September 2014 - May 2015
CVPH Medical Center February 2014 - May 2014
SUNY Plattsburgh January 2014 - May 2014
AARP Tax Aide January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Accounting
Education
State University of New York College at Plattsburgh 2010 — 2014
Bachelor of Science (B.S.), Accounting and Business Administration
PepsiCo September 2014 - May 2015
CVPH Medical Center February 2014 - May 2014
SUNY Plattsburgh January 2014 - May 2014
AARP Tax Aide January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Accounting
Education
State University of New York College at Plattsburgh 2010 — 2014
Bachelor of Science (B.S.), Accounting and Business Administration
Brittany Engle Brittany Engle's AARP Tax Aide Experience 2010 - May 2010
Job Program Director at Evolution Sports Performance
Industry Public Relations and Communications
Experience
Evolution Sports Performance August 2011 - Present
AARP Tax-Aide 2010 - May 2010
Center for Communication May 2009 - August 2009
Skills
Press Releases, Public Relations, Journalism, Research, Microsoft Office, PowerPoint, Storytelling, Microsoft Word, Microsoft Excel, Proposal Writing, Content Management, Newsletters, Media Relations, Strategic Communications, Crisis Communications
Education
Marist College 2006 — 2010
Bachelor of Arts, Communication; Communications- Public Relations; Business Administration
Evolution Sports Performance August 2011 - Present
AARP Tax-Aide 2010 - May 2010
Center for Communication May 2009 - August 2009
Skills
Press Releases, Public Relations, Journalism, Research, Microsoft Office, PowerPoint, Storytelling, Microsoft Word, Microsoft Excel, Proposal Writing, Content Management, Newsletters, Media Relations, Strategic Communications, Crisis Communications
Education
Marist College 2006 — 2010
Bachelor of Arts, Communication; Communications- Public Relations; Business Administration
Lana Bain Lana Bain's AARP Tax Aide Experience December 2012 - Present
Job
Industry Religious Institutions
Experience
AARP Tax-Aide December 2012 - Present
AARP Tax-Aide 2012 - Present
Wisdom Bible Institute 2000 - Present
Toastmasters District 32 1900 - 1900
Skills
Religious Education, Religious Studies, Biblical Teaching, Biblical Studies, Teaching, Public Speaking, Academic Administration, Debt Elimination, QuickBooks, Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Outlook, Genealogy, Fundraising, Administration, PowerPoint, Customer Service, Microsoft Office
Education
Benton Consolidated High School
High School, General Studies
John L. Logan College
Emergency Rescue Tech/EMT
Rend Lake College
General Studies, Accounting, Computer Science
St Johns Evangelical
Doctor of Philosophy (Ph.D.), Bible/Biblical Studies
St Johns Evangelical
Master’s Degree, Biblical Studies
St. Johns Evangelical
Bachelor’s Degree, Bible/Biblical Studies
AARP Tax-Aide December 2012 - Present
AARP Tax-Aide 2012 - Present
Wisdom Bible Institute 2000 - Present
Toastmasters District 32 1900 - 1900
Skills
Religious Education, Religious Studies, Biblical Teaching, Biblical Studies, Teaching, Public Speaking, Academic Administration, Debt Elimination, QuickBooks, Microsoft Word, Microsoft Excel, Microsoft Publisher, Microsoft Outlook, Genealogy, Fundraising, Administration, PowerPoint, Customer Service, Microsoft Office
Education
Benton Consolidated High School
High School, General Studies
John L. Logan College
Emergency Rescue Tech/EMT
Rend Lake College
General Studies, Accounting, Computer Science
St Johns Evangelical
Doctor of Philosophy (Ph.D.), Bible/Biblical Studies
St Johns Evangelical
Master’s Degree, Biblical Studies
St. Johns Evangelical
Bachelor’s Degree, Bible/Biblical Studies
Eldon Morrill Eldon Morrill's AARP Tax Aide Experience February 2011 - April 2013
Job Claims adjuster northwest region at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance May 2013 - May 2015
AARP Tax Aide February 2011 - April 2013
Riverside Service August 2004 - August 2010
Skills
Excel, Accounting, Word, PowerPoint, Microsoft Office, Access, SQL, Customer Service, Microsoft Word, CPA, Banking, English, Income Tax, Microsoft Excel, Payroll, Financial Analysis, Time Management, Accounts Receivable, HTML, Data Analysis, Bookkeeping, Process Scheduler, Forecasting, QuickBooks, Windows, Teamwork, Project Management, Tax Returns, Budgets, Leadership, Auditing
Education
Eastern Washington University 2010 — 2012
B.A., Accounting, Management Information Systems minor
Spokane Community College 2004 — 2008
Associate, General Business, Management
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance May 2013 - May 2015
AARP Tax Aide February 2011 - April 2013
Riverside Service August 2004 - August 2010
Skills
Excel, Accounting, Word, PowerPoint, Microsoft Office, Access, SQL, Customer Service, Microsoft Word, CPA, Banking, English, Income Tax, Microsoft Excel, Payroll, Financial Analysis, Time Management, Accounts Receivable, HTML, Data Analysis, Bookkeeping, Process Scheduler, Forecasting, QuickBooks, Windows, Teamwork, Project Management, Tax Returns, Budgets, Leadership, Auditing
Education
Eastern Washington University 2010 — 2012
B.A., Accounting, Management Information Systems minor
Spokane Community College 2004 — 2008
Associate, General Business, Management
Roger Ditman Roger Ditman's AARP Tax Aide Experience 2000 - 2013
Job Retired and enjoying time to pursue personal interests and family
Industry Computer Hardware
Experience
Retired and enjoying time to pursue personal interests and family August 2000 - Present
AARP Tax-Aide 2000 - 2013
JPMorgan Chase September 1996 - July 2000
Internal Revenue Service July 1965 - July 1985
Skills
Software Installation, Enrolled Agent with IRS, Computer Technology, Middle Manager, Hardware, Computer Maintenance, Computer Repair, Software, Cables, Network Communications, Information Technology, Information Systems, Personal Finance, Inventory, Gardening, Computer Hardware
Education
New York University 1965 — 1971
Master's Degree, Public Administration
Drew University 1960 — 1964
BA, Political Science/Economics
Retired and enjoying time to pursue personal interests and family August 2000 - Present
AARP Tax-Aide 2000 - 2013
JPMorgan Chase September 1996 - July 2000
Internal Revenue Service July 1965 - July 1985
Skills
Software Installation, Enrolled Agent with IRS, Computer Technology, Middle Manager, Hardware, Computer Maintenance, Computer Repair, Software, Cables, Network Communications, Information Technology, Information Systems, Personal Finance, Inventory, Gardening, Computer Hardware
Education
New York University 1965 — 1971
Master's Degree, Public Administration
Drew University 1960 — 1964
BA, Political Science/Economics
Melissa Sensmeier, MAcc Melissa Sensmeier, MAcc's AARP Tax Aide Experience January 2011 - April 2012
Job Project Payroll Analyst at Bechtel Corporation
Industry Accounting
Experience
Crescent Manufacturing 2014 - 2015
Crescent Manufacturing 2014 - 2015
Crescent Manufacturing 2014 - 2015
Bechtel Corporation May 2014 - June 2014
Robert Apling, CPA January 2013 - December 2013
Terra Community College December 2012 - December 2013
Wurtec July 2012 - December 2012
Bowling Green State University August 2011 - May 2012
AARP Tax Aide January 2011 - April 2012
The Alzheimer's Association November 2008 - June 2011
Skills
Payroll, Journal Entries, Auditing, General Ledger, Accounting, Access, Tax, QuickBooks, Non-profits, Tax Preparation, Bank Reconciliation, Nonprofits, External Audit, Financial Accounting, PeopleSoft, Internal Audit, Data Analysis, Management, Financial Statements, Income Tax, Invoicing, Finance, GAAP, Financial Reporting, Peachtree, Tax Accounting, Corporate Tax, Accounts Receivable, Forecasting, Outlook, ProSystem fx Tax, Bookkeeping, Sales Tax, Tax Returns, CPA, Tax Research, Time Management, Microsoft Office, Sarbanes-Oxley Act, Microsoft Excel, US GAAP, Internal Controls, PowerPoint, Financial Analysis, Accounts Payable
Education
Bowling Green State University 2011 — 2012
Master of Accountancy, Taxation
University of Toledo 2007 — 2010
Bachelor of Business Administration, Double Major: Accounting & Finance
Terra Community College 2006 — 2009
Associate of Applied Business, Accounting
Crescent Manufacturing 2014 - 2015
Crescent Manufacturing 2014 - 2015
Crescent Manufacturing 2014 - 2015
Bechtel Corporation May 2014 - June 2014
Robert Apling, CPA January 2013 - December 2013
Terra Community College December 2012 - December 2013
Wurtec July 2012 - December 2012
Bowling Green State University August 2011 - May 2012
AARP Tax Aide January 2011 - April 2012
The Alzheimer's Association November 2008 - June 2011
Skills
Payroll, Journal Entries, Auditing, General Ledger, Accounting, Access, Tax, QuickBooks, Non-profits, Tax Preparation, Bank Reconciliation, Nonprofits, External Audit, Financial Accounting, PeopleSoft, Internal Audit, Data Analysis, Management, Financial Statements, Income Tax, Invoicing, Finance, GAAP, Financial Reporting, Peachtree, Tax Accounting, Corporate Tax, Accounts Receivable, Forecasting, Outlook, ProSystem fx Tax, Bookkeeping, Sales Tax, Tax Returns, CPA, Tax Research, Time Management, Microsoft Office, Sarbanes-Oxley Act, Microsoft Excel, US GAAP, Internal Controls, PowerPoint, Financial Analysis, Accounts Payable
Education
Bowling Green State University 2011 — 2012
Master of Accountancy, Taxation
University of Toledo 2007 — 2010
Bachelor of Business Administration, Double Major: Accounting & Finance
Terra Community College 2006 — 2009
Associate of Applied Business, Accounting
Cathy MacInnis Cathy MacInnis's AARP Tax Aide Experience January 2010 - April 2014
Job WFM Analyst at Health Dialog
Industry Information Services
Experience
Health Dialog August 2007 - Present
AARP Tax-Aide January 2010 - April 2014
Brookstone March 2001 - March 2007
IBM January 1996 - September 2000
IBM 1991 - 2000
ROLM March 1982 - August 1991
Skills
Forecasting, Call Center, Scheduling, Telecommunications, Administration, Excel, Access, Workforce Management, Microsoft Office, Process Scheduler, System Administration, Data Analysis, Call Centers, Process Improvement, Microsoft Excel, Customer Service, Vendor Management
Education
UMass Boston 1982 — 1986
BA, Public Administration
Health Dialog August 2007 - Present
AARP Tax-Aide January 2010 - April 2014
Brookstone March 2001 - March 2007
IBM January 1996 - September 2000
IBM 1991 - 2000
ROLM March 1982 - August 1991
Skills
Forecasting, Call Center, Scheduling, Telecommunications, Administration, Excel, Access, Workforce Management, Microsoft Office, Process Scheduler, System Administration, Data Analysis, Call Centers, Process Improvement, Microsoft Excel, Customer Service, Vendor Management
Education
UMass Boston 1982 — 1986
BA, Public Administration
Edward H Edward H's AARP Tax Aide Experience February 2009 - Present
Job Historian/Policy generator at St Joseph Conference (SVDP)
Industry Defense & Space
Experience
St. Joseph Parish September 2012 - Present
AARP Tax Aide February 2009 - Present
Council of Orange, Society of St. Vincent de Paul October 2008 - Present
St Joseph Conference (SVDP) April 2008 - Present
Society of St Vincent de Paul, Council of Orange October 2006 - October 2008
Society of St Vincent de Paul, Council of Orange October 2000 - September 2006
Boeing March 2000 - May 2001
The Boeing Company July 1996 - March 2000
Rockwell International/Space Systems Division 1989 - 1996
North American/Rockwell International 1969 - 1989
Skills
Proposal Management, Team Management, Strategies, Subcontracting, Teamwork, Proposal Writing, Team Leadership, Process Improvement, Strategic Planning, Organizational..., Program Management, Software Documentation, Systems Engineering, Leadership, Management, Aerospace, Analysis, Training, Nonprofits
Education
University of Southern California - Marshall School of Business 1959 — 1966
MBA, Industrial Management
Manhattan College 1954 — 1958
BEE, Electrical Engineering
St. Joseph Parish September 2012 - Present
AARP Tax Aide February 2009 - Present
Council of Orange, Society of St. Vincent de Paul October 2008 - Present
St Joseph Conference (SVDP) April 2008 - Present
Society of St Vincent de Paul, Council of Orange October 2006 - October 2008
Society of St Vincent de Paul, Council of Orange October 2000 - September 2006
Boeing March 2000 - May 2001
The Boeing Company July 1996 - March 2000
Rockwell International/Space Systems Division 1989 - 1996
North American/Rockwell International 1969 - 1989
Skills
Proposal Management, Team Management, Strategies, Subcontracting, Teamwork, Proposal Writing, Team Leadership, Process Improvement, Strategic Planning, Organizational..., Program Management, Software Documentation, Systems Engineering, Leadership, Management, Aerospace, Analysis, Training, Nonprofits
Education
University of Southern California - Marshall School of Business 1959 — 1966
MBA, Industrial Management
Manhattan College 1954 — 1958
BEE, Electrical Engineering
Carol Rutledge Carol Rutledge's AARP Tax Aide Experience February 2011 - Present
Job Finance Assistant at Friendswood United Methodist Church
Industry Accounting
Experience
Friendswood United Methodist Church June 2013 - Present
AARP Tax Aide February 2011 - Present
Friendswood Lakes Homeowners' Association April 2009 - April 2012
Amoco January 1993 - June 1994
Amoco July 1990 - July 1992
Amoco December 1988 - July 1990
Amoco June 1988 - December 1988
Skills
Quicken, Peachtree, Internal Audit, Inventory Valuation, Physical Inventory, Budget Development, Budget Analysis, Financial Analysis, Cash Flow Forecasting, Cash Flow Management, Accounting, Accounts Payable, Cash Management, Leading Meetings, Account Reconciliation, Income Tax, Finance, Payroll, Financial Statements
Education
University of Illinois at Chicago 1985 — 1988
BS, Accounting
Waubonsee Community College 1982 — 1984
AS, General
Friendswood United Methodist Church June 2013 - Present
AARP Tax Aide February 2011 - Present
Friendswood Lakes Homeowners' Association April 2009 - April 2012
Amoco January 1993 - June 1994
Amoco July 1990 - July 1992
Amoco December 1988 - July 1990
Amoco June 1988 - December 1988
Skills
Quicken, Peachtree, Internal Audit, Inventory Valuation, Physical Inventory, Budget Development, Budget Analysis, Financial Analysis, Cash Flow Forecasting, Cash Flow Management, Accounting, Accounts Payable, Cash Management, Leading Meetings, Account Reconciliation, Income Tax, Finance, Payroll, Financial Statements
Education
University of Illinois at Chicago 1985 — 1988
BS, Accounting
Waubonsee Community College 1982 — 1984
AS, General
Carrie Sheeran Carrie Sheeran's AARP Tax Aide Experience December 2011 - May 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
The College of Saint Rose August 2013 - July 2014
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha May 2012 - August 2013
Saint Michael's College September 2011 - May 2013
Lavallee & Company, CPA's February 2013 - April 2013
National Life Group September 2012 - December 2012
AARP Tax-Aide December 2011 - May 2012
Saint Michael's College August 2011 - May 2012
ARAMARK May 2010 - August 2011
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha June 2008 - August 2011
Skills
Microsoft Office, Interpersonal..., Leadership, Positive Team Player, Highly detail oriented, Fast Learner, Motivation, Flexibility, Fundraising, Accounts Receivable, Accounting, Nonprofits, Payroll, Invoicing, Customer Service, Sales, Analysis, Time Management, Tax, Training, Financial Statements, Microsoft Word
Education
The College of Saint Rose 2013 — 2014
Master of Business Administration (MBA), Certificate in Nonprofit Management
Saint Michael's College 2010 — 2013
Bachelor of Science, Accounting
Ballston Spa High School 2006 — 2010
KPMG US August 2014 - Present
The College of Saint Rose August 2013 - July 2014
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha May 2012 - August 2013
Saint Michael's College September 2011 - May 2013
Lavallee & Company, CPA's February 2013 - April 2013
National Life Group September 2012 - December 2012
AARP Tax-Aide December 2011 - May 2012
Saint Michael's College August 2011 - May 2012
ARAMARK May 2010 - August 2011
D.A. Collins Construction Companies / Pallette Stone / Jointa Galusha June 2008 - August 2011
Skills
Microsoft Office, Interpersonal..., Leadership, Positive Team Player, Highly detail oriented, Fast Learner, Motivation, Flexibility, Fundraising, Accounts Receivable, Accounting, Nonprofits, Payroll, Invoicing, Customer Service, Sales, Analysis, Time Management, Tax, Training, Financial Statements, Microsoft Word
Education
The College of Saint Rose 2013 — 2014
Master of Business Administration (MBA), Certificate in Nonprofit Management
Saint Michael's College 2010 — 2013
Bachelor of Science, Accounting
Ballston Spa High School 2006 — 2010
Dolores Dimitriou Dolores Dimitriou's AARP Tax Aide Experience February 1998 - April 2008
Job Recording Secretary, GFWC Cutler Ridge Woman's Club
Industry Individual & Family Services
Experience
Cutler Bay Communities for a Lifetime March 2012 - November 2014
AARP Tax-Aide February 1998 - April 2008
Wycliffe Bible Translators August 1987 - March 1998
Weathering Research Service Co February 1959 - October 1985
Skills
Computer Consultant, Computational..., Senior Services, Long-Term Care Ombudsman, AARP Income Tax Aid, Language Teaching, Translation, Teaching, Linguistics, Speech, Grammar, Research, Proofreading, Language Development, Intercultural..., Higher Education, Academic Writing, Editing, Tutoring, Teaching English as a..., ESL, History, Literature, English grammar, Teaching Adults, Customer Service, Public Speaking, Policy, Microsoft Excel
Education
The University of Texas at Arlington 1987 — 1994
Master of Arts (M.A.), Linguistics
University of Miami 1950 — 1954
BS, Mathematics, Chemistry
Cutler Bay Communities for a Lifetime March 2012 - November 2014
AARP Tax-Aide February 1998 - April 2008
Wycliffe Bible Translators August 1987 - March 1998
Weathering Research Service Co February 1959 - October 1985
Skills
Computer Consultant, Computational..., Senior Services, Long-Term Care Ombudsman, AARP Income Tax Aid, Language Teaching, Translation, Teaching, Linguistics, Speech, Grammar, Research, Proofreading, Language Development, Intercultural..., Higher Education, Academic Writing, Editing, Tutoring, Teaching English as a..., ESL, History, Literature, English grammar, Teaching Adults, Customer Service, Public Speaking, Policy, Microsoft Excel
Education
The University of Texas at Arlington 1987 — 1994
Master of Arts (M.A.), Linguistics
University of Miami 1950 — 1954
BS, Mathematics, Chemistry
Katie Jaques Katie Jaques's AARP Tax Aide Experience 2008 - Present
Job Instructor at San Diego State University
Industry Higher Education
Experience
AARP Tax Aide 2008 - Present
San Diego State University September 1981 - Present
First Unitarian Universalist Church of San Diego June 2013 - July 2014
First Unitarian Universalist Church of San Diego July 2010 - June 2013
Arthur Andersen July 1987 - November 2001
Coopers & Lybrand June 1982 - July 1987
California Franchise Tax Board August 1975 - June 1982
Franchise Tax Board 1975 - 1981
Skills
Tax Law, Tax, Research, Accounting, Teaching, Higher Education, Tax Accounting, Public Speaking, Microsoft Office, State Tax, Income Tax, Auditing, Corporate Tax, Tax Preparation, GAAP
Education
San Diego State University-California State University 1974 — 1975
Postgraduate study, Accounting
Oberlin College 1954 — 1959
B.A., Sociology
AARP Tax Aide 2008 - Present
San Diego State University September 1981 - Present
First Unitarian Universalist Church of San Diego June 2013 - July 2014
First Unitarian Universalist Church of San Diego July 2010 - June 2013
Arthur Andersen July 1987 - November 2001
Coopers & Lybrand June 1982 - July 1987
California Franchise Tax Board August 1975 - June 1982
Franchise Tax Board 1975 - 1981
Skills
Tax Law, Tax, Research, Accounting, Teaching, Higher Education, Tax Accounting, Public Speaking, Microsoft Office, State Tax, Income Tax, Auditing, Corporate Tax, Tax Preparation, GAAP
Education
San Diego State University-California State University 1974 — 1975
Postgraduate study, Accounting
Oberlin College 1954 — 1959
B.A., Sociology
Fred Marker Fred Marker's AARP Tax Aide Experience February 2014 - Present
Job Volunteer Tax & Medicare Counselor
Industry Information Services
Experience
Ohio Senior Health Insurance Information Program December 2014 - Present
AARP Tax Aide February 2014 - Present
The Ohio State University College of Veterinary Medicine February 2014 - December 2014
The Ohio State University College of Veterinary Medicine October 2011 - January 2014
The Ohio State University College of Veterinary Medicine August 2011 - October 2011
The Ohio State University College of Veterinary Medicine 2006 - July 2011
The Ohio State University College of Veterinary Medicine 1998 - 2006
McGraw Hill 1989 - 1996
Skills
Disaster Recovery, Project Planning, Data Analysis, Nonprofits, Information Technology, Business Analysis, Leadership, SQL, Database Design, IT Strategy
Education
Kent State University - Graduate School of Management 1976 — 1977
MPA
Ohio University 1971 — 1974
BGS
The Ohio State University
Ohio Senior Health Insurance Information Program December 2014 - Present
AARP Tax Aide February 2014 - Present
The Ohio State University College of Veterinary Medicine February 2014 - December 2014
The Ohio State University College of Veterinary Medicine October 2011 - January 2014
The Ohio State University College of Veterinary Medicine August 2011 - October 2011
The Ohio State University College of Veterinary Medicine 2006 - July 2011
The Ohio State University College of Veterinary Medicine 1998 - 2006
McGraw Hill 1989 - 1996
Skills
Disaster Recovery, Project Planning, Data Analysis, Nonprofits, Information Technology, Business Analysis, Leadership, SQL, Database Design, IT Strategy
Education
Kent State University - Graduate School of Management 1976 — 1977
MPA
Ohio University 1971 — 1974
BGS
The Ohio State University
Joyce Stewart Joyce Stewart's AARP Tax Aide Experience January 2014 - Present
Job Indian Creek Community Church
Industry Financial Services
Experience
Indian Creek Community Church November 2014 - Present
AARP Tax-Aide January 2014 - Present
VIP Financial Services, LLC August 2012 - Present
Alpaca for Autism 2012 - Present
StrengthTime of Lenexa April 2012 - December 2012
The Prudential Insurance Company of America, Newark, NJ 2009 - October 2011
Banker Life and Casualty January 2009 - August 2009
US X-Ray October 1998 - December 2008
BE Smith February 1996 - October 1998
Skills
Small Business, Leadership, Team Building, Insurance, Long-term Care, Marketing, Coaching, Strategic Planning, Customer Service, Public Speaking, Selling, Training, Social Media Marketing, Social Networking, Business Development, Sales, Team Leadership, Human Resources, Leadership Development, Budgets, Negotiation, Business Planning, New Business Development, Healthcare, Entrepreneurship, Event Planning, Microsoft Office, Fundraising, Account Management, Contract Negotiation, Sales Management, Outlook, Marketing Strategy, Microsoft Excel, Public Relations, Employee Benefits, Time Management, Microsoft Word, Customer Satisfaction, Recruiting, Nonprofits, Advertising, Management, Life Insurance, Customer Retention, Health Insurance, Mission Operations, Swimming, Diving
Education
The University of Kansas 1996 — 2002
MPH, Public Health
Ferris State University 1978 — 1982
BS, Healthcare Management
Anchor Bay High School 1974 — 1978
College/University Preparatory and Advanced High School/Secondary Diploma Program
Indian Creek Community Church November 2014 - Present
AARP Tax-Aide January 2014 - Present
VIP Financial Services, LLC August 2012 - Present
Alpaca for Autism 2012 - Present
StrengthTime of Lenexa April 2012 - December 2012
The Prudential Insurance Company of America, Newark, NJ 2009 - October 2011
Banker Life and Casualty January 2009 - August 2009
US X-Ray October 1998 - December 2008
BE Smith February 1996 - October 1998
Skills
Small Business, Leadership, Team Building, Insurance, Long-term Care, Marketing, Coaching, Strategic Planning, Customer Service, Public Speaking, Selling, Training, Social Media Marketing, Social Networking, Business Development, Sales, Team Leadership, Human Resources, Leadership Development, Budgets, Negotiation, Business Planning, New Business Development, Healthcare, Entrepreneurship, Event Planning, Microsoft Office, Fundraising, Account Management, Contract Negotiation, Sales Management, Outlook, Marketing Strategy, Microsoft Excel, Public Relations, Employee Benefits, Time Management, Microsoft Word, Customer Satisfaction, Recruiting, Nonprofits, Advertising, Management, Life Insurance, Customer Retention, Health Insurance, Mission Operations, Swimming, Diving
Education
The University of Kansas 1996 — 2002
MPH, Public Health
Ferris State University 1978 — 1982
BS, Healthcare Management
Anchor Bay High School 1974 — 1978
College/University Preparatory and Advanced High School/Secondary Diploma Program
Robert Eliasson Robert Eliasson's AARP Tax Aide Experience January 2014 - April 2014
Job Staff Accountant at Legends
Industry Accounting
Experience
Legends Hospitality July 2014 - Present
adidas May 2012 - July 2014
SUNY Plattsburgh Recreational Department April 2011 - May 2014
AARP Tax Aide January 2014 - April 2014
Town of Cornwall Summer Camp July 2008 - August 2012
FOX Sports Grill January 2008 - April 2008
Skills
Retail, Sales, Microsoft Excel, Microsoft Office, Sports, Tax Preparation, QuickBooks, Customer Service, Financial Reporting, Accounts Payable, Accounts Receivable, Cost Accounting, Financial Accounting, Data Entry
Education
SUNY Plattsburgh 2010 — 2014
Bachelor of Science (B.S.), Accounting and Business Administration
Legends Hospitality July 2014 - Present
adidas May 2012 - July 2014
SUNY Plattsburgh Recreational Department April 2011 - May 2014
AARP Tax Aide January 2014 - April 2014
Town of Cornwall Summer Camp July 2008 - August 2012
FOX Sports Grill January 2008 - April 2008
Skills
Retail, Sales, Microsoft Excel, Microsoft Office, Sports, Tax Preparation, QuickBooks, Customer Service, Financial Reporting, Accounts Payable, Accounts Receivable, Cost Accounting, Financial Accounting, Data Entry
Education
SUNY Plattsburgh 2010 — 2014
Bachelor of Science (B.S.), Accounting and Business Administration
Sandra Robles Sandra Robles's AARP Tax Aide Experience January 2013 - April 2015
Job Analyst at Wiland
Industry Information Technology and Services
Experience
Wiland September 2015 - Present
FJA-US October 2013 - September 2015
AARP Tax-Aide January 2013 - April 2015
Xilinx February 2012 - December 2012
Skills
Data Analysis, Market Research, Statistics, Bilingual, Research, Data Mining, Relational Databases, SQL, SAS programming, R, Business Intelligence, Agile Methodologies, ETL, Databases, SDLC, JIRA, Eclipse, Scrum, Defect Tracking, XML, Forecasting, Healthcare Analytics, Python
Education
University of Colorado at Denver 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Colorado at Denver 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Wiland September 2015 - Present
FJA-US October 2013 - September 2015
AARP Tax-Aide January 2013 - April 2015
Xilinx February 2012 - December 2012
Skills
Data Analysis, Market Research, Statistics, Bilingual, Research, Data Mining, Relational Databases, SQL, SAS programming, R, Business Intelligence, Agile Methodologies, ETL, Databases, SDLC, JIRA, Eclipse, Scrum, Defect Tracking, XML, Forecasting, Healthcare Analytics, Python
Education
University of Colorado at Denver 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Colorado at Denver 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Mike Zelno's AARP Tax Aide Experience February 2013 - Present
Job Tax preparer at AARP Tax Aide
Industry Nonprofit Organization Management
Experience
AARP Tax Aide February 2013 - Present
Society for Biomolecular Sciences December 2002 - Present
SLAS July 2010 - December 2010
Society for Biomolecular Sciences December 2002 - December 2010
Dunmore Corporation 1988 - 1993
Dumore Corp January 1985 - June 1990
Skills
Accounting, Manufacturing, Finance, Auditing, Pharmaceutical Industry, Project Management, R&D, Drug Discovery, Microsoft Office, Biochemistry, Budget, Mergers, Strategic Planning, Risk Management, Process Improvement, Budgets, Managerial Finance
Education
University of New Haven 1972 — 1985
BS, Finance
AARP Tax Aide February 2013 - Present
Society for Biomolecular Sciences December 2002 - Present
SLAS July 2010 - December 2010
Society for Biomolecular Sciences December 2002 - December 2010
Dunmore Corporation 1988 - 1993
Dumore Corp January 1985 - June 1990
Skills
Accounting, Manufacturing, Finance, Auditing, Pharmaceutical Industry, Project Management, R&D, Drug Discovery, Microsoft Office, Biochemistry, Budget, Mergers, Strategic Planning, Risk Management, Process Improvement, Budgets, Managerial Finance
Education
University of New Haven 1972 — 1985
BS, Finance
Kip Turley Kip Turley's AARP Tax Aide Experience 2002 - 2012
Job
Industry
Experience
AARP Tax-Aide 2002 - 2012
Skills
Microsoft Excel, Strategic Planning, Customer Service, Process Improvement, Project Management, Program Management, Semiconductors, Accounting, Product Development, Project Planning, Vendor Management
Education
University of Illinois at Urbana-Champaign 1965 — 1966
Master's Degree, Applied Mathematics, Good enough
Montana State University-Bozeman 1960 — 1964
Bachelor's degree, Mechanical Engineering
AARP Tax-Aide 2002 - 2012
Skills
Microsoft Excel, Strategic Planning, Customer Service, Process Improvement, Project Management, Program Management, Semiconductors, Accounting, Product Development, Project Planning, Vendor Management
Education
University of Illinois at Urbana-Champaign 1965 — 1966
Master's Degree, Applied Mathematics, Good enough
Montana State University-Bozeman 1960 — 1964
Bachelor's degree, Mechanical Engineering
Katrina Namnama's AARP Tax Aide Experience February 2012 - April 2012
Job Tax Supervisor at Accuity LLP
Industry Accounting
Experience
Accuity LLP July 2015 - Present
Accuity LLP January 2013 - Present
Honpa Hongwanji Hawaii Headquarters June 2012 - August 2012
AARP Tax-Aide February 2012 - April 2012
Accuity LLP June 2011 - August 2011
Skills
Accounting, Tax, CPA, Financial Accounting, Tax Preparation, US GAAP, GAAP, Tax Returns, Income Tax, Financial Statements, Tax Advisory, Corporate Tax, Financial Analysis, Partnership Taxation, Partnership Tax Returns, Tax-Exempt Organizations, Non-profit Consulting, Nonprofits, Corporate Tax Planning, High Net Worth..., International Tax..., State and Local Tax, ProSystem fx Tax, Tax Research
Education
University of Hawaii at Manoa 2011 — 2012
Master of Accounting
University of Hawaii at Manoa 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Cumulative: 3.99 / 4.0; Accounting Major: 4.0 / 4.0
University of Washington 2008 — 2009
National Student Exchange, Dean's list
Sogang University
Manoa International Exchange - Seoul, South Korea
Accuity LLP July 2015 - Present
Accuity LLP January 2013 - Present
Honpa Hongwanji Hawaii Headquarters June 2012 - August 2012
AARP Tax-Aide February 2012 - April 2012
Accuity LLP June 2011 - August 2011
Skills
Accounting, Tax, CPA, Financial Accounting, Tax Preparation, US GAAP, GAAP, Tax Returns, Income Tax, Financial Statements, Tax Advisory, Corporate Tax, Financial Analysis, Partnership Taxation, Partnership Tax Returns, Tax-Exempt Organizations, Non-profit Consulting, Nonprofits, Corporate Tax Planning, High Net Worth..., International Tax..., State and Local Tax, ProSystem fx Tax, Tax Research
Education
University of Hawaii at Manoa 2011 — 2012
Master of Accounting
University of Hawaii at Manoa 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Cumulative: 3.99 / 4.0; Accounting Major: 4.0 / 4.0
University of Washington 2008 — 2009
National Student Exchange, Dean's list
Sogang University
Manoa International Exchange - Seoul, South Korea
HARRY NIEMAN HARRY NIEMAN's AARP Tax Aide Experience 1990 - Present
Job Banking Professional
Industry Banking
Experience
AARP TAX AIDE 1990 - Present
RETIRED BANKER January 1990 - July 2001
B of A 1990 - 2001
Skills
Retail Banking, Credit, Banking, Consumer Lending, Mortgage Lending
Education
Northwestern University 1973 — 1976
GRADUATE, MORTGAGE BANKING
University of Pittsburgh
Real Estate
AARP TAX AIDE 1990 - Present
RETIRED BANKER January 1990 - July 2001
B of A 1990 - 2001
Skills
Retail Banking, Credit, Banking, Consumer Lending, Mortgage Lending
Education
Northwestern University 1973 — 1976
GRADUATE, MORTGAGE BANKING
University of Pittsburgh
Real Estate
Allyson Alfonso's AARP Tax Aide Experience February 2015 - Present
Job Experienced Research Assistant, Medical Assistant and Field Hockey Coach
Industry Sports
Experience
AARP Tax-Aide February 2015 - Present
Paul M. McGuire Family Health Center February 2015 - Present
Casa Freehold October 2014 - Present
Cognitive Neuropsychology Lab at Boston University May 2011 - Present
Raritan High School July 2014 - November 2014
Shriners Hospitals for Children January 2014 - April 2014
New England Baptist Hospital June 2012 - March 2014
Center for Excellence in Learning for Education, Science and Technology (CELEST) June 2012 - August 2012
Skills
Field Hockey, Research, Team Leadership, Clinical Research, Healthcare, Psychology, Data Analysis, Medicine, Leadership, Microsoft Excel, Social Networking
Education
American Heart Association 2014 — 2014
First Aid, CPR and AED Certification
Nationalities Service Center "Bridging the Gap" Professional Medical Interpreter Training 2014 — 2014
Certificate of Successful Completion, Medical Interpreting
Boston University 2010 — 2014
Dual Degree: Bachelor of Science in Human Physiology and Bachelor of Arts in Psychology
AARP Tax-Aide February 2015 - Present
Paul M. McGuire Family Health Center February 2015 - Present
Casa Freehold October 2014 - Present
Cognitive Neuropsychology Lab at Boston University May 2011 - Present
Raritan High School July 2014 - November 2014
Shriners Hospitals for Children January 2014 - April 2014
New England Baptist Hospital June 2012 - March 2014
Center for Excellence in Learning for Education, Science and Technology (CELEST) June 2012 - August 2012
Skills
Field Hockey, Research, Team Leadership, Clinical Research, Healthcare, Psychology, Data Analysis, Medicine, Leadership, Microsoft Excel, Social Networking
Education
American Heart Association 2014 — 2014
First Aid, CPR and AED Certification
Nationalities Service Center "Bridging the Gap" Professional Medical Interpreter Training 2014 — 2014
Certificate of Successful Completion, Medical Interpreting
Boston University 2010 — 2014
Dual Degree: Bachelor of Science in Human Physiology and Bachelor of Arts in Psychology
Jim Schachterle Jim Schachterle's AARP Tax Aide Experience November 2011 - Present
Job TX1 CoDistrict 15 Coordinator at AARP Tax Aide
Industry Accounting
Experience
AARP Tax Aide November 2011 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - June 1995
Coopers & Lybrand January 1974 - September 1985
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Northern Iowa 1971 — 1974
Bachelor of Science (BS), Accounting
AARP Tax Aide November 2011 - Present
Ernst & Young June 1995 - July 2009
Kenneth Leventhal & Company September 1985 - June 1995
Coopers & Lybrand January 1974 - September 1985
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Northern Iowa 1971 — 1974
Bachelor of Science (BS), Accounting
Thomas Noller's AARP Tax Aide Experience January 2009 - Present
Job STATE Coordinator at AARP TaxAIDE
Industry Pharmaceuticals
Experience
AARP June 2011 - Present
Self-employed January 2009 - Present
AARP Tax-AIDE January 2009 - Present
Abbott November 1981 - December 2008
Skills
AutoIt Programming, Visio, Strategic Planning, Project Management, Process Improvement, Management, Business Analysis, Program Management, Budgets, SharePoint, System Administration, SDLC, Data Analysis, Software Documentation, Analysis, Vendor Management, Cross-functional Team..., Business Process..., IT Strategy
Education
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Mathematics
AARP June 2011 - Present
Self-employed January 2009 - Present
AARP Tax-AIDE January 2009 - Present
Abbott November 1981 - December 2008
Skills
AutoIt Programming, Visio, Strategic Planning, Project Management, Process Improvement, Management, Business Analysis, Program Management, Budgets, SharePoint, System Administration, SDLC, Data Analysis, Software Documentation, Analysis, Vendor Management, Cross-functional Team..., Business Process..., IT Strategy
Education
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Mathematics
Peter Doniger's AARP Tax Aide Experience January 2007 - Present
Job State Coordinator at AARP Tax Aide
Industry Accounting
Experience
AARP Tax Aide January 2007 - Present
Education
University of Rochester - Simon Business School 1971 — 1976
AARP Tax Aide January 2007 - Present
Education
University of Rochester - Simon Business School 1971 — 1976
Mark DeForest's AARP Tax Aide Experience June 2011 - July 2013
Job CTO at Geeta Games
Industry Computer Games
Experience
self employed June 2008 - Present
Cyan Worlds February 2004 - Present
Geeta Games May 2012 - Present
Yakitat Apps September 2011 - Present
AARP Tax-Aide June 2011 - July 2013
Cyan January 1995 - February 2004
Olivetti North America 1989 - 1994
ISC Systems Corp 1981 - 1989
Boeing Computer Services 1978 - 1981
Cascade Data, Inc 1977 - 1978
Skills
Game Development, Software Development, Game Design, Programming, Video Games, iOS Development, Objective-C, Unity3D, C#, MMO, Mobile Games, iOS, Android Development, ActionScript, Flash Builder, iPhone, Android, Python, 3D, Computer Games, Gameplay, Computer Graphics, C++, DirectX, OpenGL, User Interface, Software Engineering, Agile Methodologies, Quality Assurance, Wii, Xbox 360, PS3
Education
Central Michigan University 1973 — 1977
BS, Computer Science
self employed June 2008 - Present
Cyan Worlds February 2004 - Present
Geeta Games May 2012 - Present
Yakitat Apps September 2011 - Present
AARP Tax-Aide June 2011 - July 2013
Cyan January 1995 - February 2004
Olivetti North America 1989 - 1994
ISC Systems Corp 1981 - 1989
Boeing Computer Services 1978 - 1981
Cascade Data, Inc 1977 - 1978
Skills
Game Development, Software Development, Game Design, Programming, Video Games, iOS Development, Objective-C, Unity3D, C#, MMO, Mobile Games, iOS, Android Development, ActionScript, Flash Builder, iPhone, Android, Python, 3D, Computer Games, Gameplay, Computer Graphics, C++, DirectX, OpenGL, User Interface, Software Engineering, Agile Methodologies, Quality Assurance, Wii, Xbox 360, PS3
Education
Central Michigan University 1973 — 1977
BS, Computer Science
Katherine Streicher's AARP Tax Aide Experience January 2000 - Present
Job Local Coordinator at AARP TaxAide
Industry Education Management
Experience
AARP Tax-Aide January 2000 - Present
University of Chicago Laboratory Schools September 1967 - June 1997
Skills
Community Outreach, Non-profits
Education
Northwestern University 1966 — 1971
AARP Tax-Aide January 2000 - Present
University of Chicago Laboratory Schools September 1967 - June 1997
Skills
Community Outreach, Non-profits
Education
Northwestern University 1966 — 1971
Lynn Boulware's AARP Tax Aide Experience June 2007 - Present
Job Instructor at AARP TaxAide
Industry Accounting
Experience
AARP Tax-Aide June 2007 - Present
Occidental Petroleum Corporation July 1979 - March 2000
Exxon August 1970 - June 1979
Education
University of Houston 1965 — 1970
BBA, Accounting
AARP Tax-Aide June 2007 - Present
Occidental Petroleum Corporation July 1979 - March 2000
Exxon August 1970 - June 1979
Education
University of Houston 1965 — 1970
BBA, Accounting
Leeanne Wright's AARP Tax Aide Experience February 2008 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
none July 2008 - Present
Lorain County Office on Aging August 2011 - July 2013
Jackson-Hewitt Tax Service November 2008 - April 2009
AARP-Tax Aide February 2008 - April 2008
Market Street Mortgage Corporation January 2001 - December 2007
Market Street Mortgage March 1999 - December 2007
Market Street Mortgage March 1999 - January 2001
REPUBLIC BANCORP INC 1991 - February 1999
REPUBLIC SAVINGS BANK January 1984 - January 1991
Republic Savings Bank January 1978 - January 1984
Education
Case Western Reserve University 1962 — 1966
BA, English
none July 2008 - Present
Lorain County Office on Aging August 2011 - July 2013
Jackson-Hewitt Tax Service November 2008 - April 2009
AARP-Tax Aide February 2008 - April 2008
Market Street Mortgage Corporation January 2001 - December 2007
Market Street Mortgage March 1999 - December 2007
Market Street Mortgage March 1999 - January 2001
REPUBLIC BANCORP INC 1991 - February 1999
REPUBLIC SAVINGS BANK January 1984 - January 1991
Republic Savings Bank January 1978 - January 1984
Education
Case Western Reserve University 1962 — 1966
BA, English
Noam Eimer's AARP Tax Aide Experience January 2007 - Present
Job AARP TaxAide Technology coordinator and counselor
Industry Information Technology and Services
Experience
AARP TAX-AIDE January 2007 - Present
PALM Senior Center July 2006 - March 2010
CIGNA July 2000 - July 2006
Conrail September 1969 - December 1999
Education
New Jersey Institute of Technology
msce, Engineering
AARP TAX-AIDE January 2007 - Present
PALM Senior Center July 2006 - March 2010
CIGNA July 2000 - July 2006
Conrail September 1969 - December 1999
Education
New Jersey Institute of Technology
msce, Engineering
Stacey Somogyi's AARP Tax Aide Experience 2007 - Present
Job Tax Preparation Instructor and Local Coordinator at AARP Tax Aid
Industry Accounting
Experience
New Horizones for New Hampshire January 2011 - Present
AARP Tax Aide 2007 - Present
Animal Rescue League of NH 2002 - Present
Granite United Way (F/K/A Heritage United Way) January 2009 - September 2012
Adult Educator December 2007 - December 2010
Sheehan Phinney Bass + Green 2001 - 2008
Skills
Community Outreach, Organizational..., Individual income tax..., Program Development, Microsoft Office, Event Planning, Public Speaking, Public Relations, Grant Writing, Customer Service, Microsoft Excel, Program Evaluation, Budgets, Coaching, Non-profits, PowerPoint, Social Justice, Higher Education, Career Counseling, Microsoft Word, Outlook, Event Management, Nonprofits, Teaching, Fundraising, Project Planning
Education
Purchase College, SUNY 1992 — 1998
B.A., Liberal Arts; Criminal Justice
New Horizones for New Hampshire January 2011 - Present
AARP Tax Aide 2007 - Present
Animal Rescue League of NH 2002 - Present
Granite United Way (F/K/A Heritage United Way) January 2009 - September 2012
Adult Educator December 2007 - December 2010
Sheehan Phinney Bass + Green 2001 - 2008
Skills
Community Outreach, Organizational..., Individual income tax..., Program Development, Microsoft Office, Event Planning, Public Speaking, Public Relations, Grant Writing, Customer Service, Microsoft Excel, Program Evaluation, Budgets, Coaching, Non-profits, PowerPoint, Social Justice, Higher Education, Career Counseling, Microsoft Word, Outlook, Event Management, Nonprofits, Teaching, Fundraising, Project Planning
Education
Purchase College, SUNY 1992 — 1998
B.A., Liberal Arts; Criminal Justice
suzi eslick's AARP Tax Aide Experience January 2004 - Present
Job Financial Reporting Assistance
Industry Consumer Goods
Experience
AARP Tax-Aide January 2004 - Present
D and S Exotics January 1994 - Present
Jackson Hewitt Tax Service January 2008 - March 2014
Skills
Accounting, Tax, QuickBooks, Tax Preparation, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Bookkeeping
Education
American Public University System 2011 — 2015
Bachelor's Degree, Accounting, Business Administration
DeVry University-California 2010 — 2011
accounting
Antelope Valley College 1979 — 1985
general ed
AARP Tax-Aide January 2004 - Present
D and S Exotics January 1994 - Present
Jackson Hewitt Tax Service January 2008 - March 2014
Skills
Accounting, Tax, QuickBooks, Tax Preparation, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Bookkeeping
Education
American Public University System 2011 — 2015
Bachelor's Degree, Accounting, Business Administration
DeVry University-California 2010 — 2011
accounting
Antelope Valley College 1979 — 1985
general ed
Terry Polivka's AARP Tax Aide Experience January 2010 - Present
Job Volunteer Tax Conselor at AARP TaxAide
Industry Information Technology and Services
Experience
Loaves & Fishes Community Pantry June 2013 - Present
AARP Tax-Aide January 2010 - Present
St Elizabeth Seton Church December 2009 - May 2013
IBM Global Services 2003 - 2009
IBM Global Business Services 2000 - 2002
IBM Global Business Services 1998 - 1999
IBM Global Business Services 1997 - 1998
Chicago Bridge & Iron Company 1996 - 1997
Chicago Bridge & Iron Company 1995 - 1996
Chicago Bridge & Iron Company 1994 - 1995
Education
University of Illinois at Urbana-Champaign - College of Business 1967 — 1971
Accounting, Accounting, Information Technology
Loaves & Fishes Community Pantry June 2013 - Present
AARP Tax-Aide January 2010 - Present
St Elizabeth Seton Church December 2009 - May 2013
IBM Global Services 2003 - 2009
IBM Global Business Services 2000 - 2002
IBM Global Business Services 1998 - 1999
IBM Global Business Services 1997 - 1998
Chicago Bridge & Iron Company 1996 - 1997
Chicago Bridge & Iron Company 1995 - 1996
Chicago Bridge & Iron Company 1994 - 1995
Education
University of Illinois at Urbana-Champaign - College of Business 1967 — 1971
Accounting, Accounting, Information Technology
Daisy Murillo's AARP Tax Aide Experience January 2009 - May 2009
Job Experienced Public Relations Intern
Industry Public Relations and Communications
Experience
5W Public Relations August 2009 - December 2009
New York Quadricentennial August 2009 - December 2009
Ericho Communications May 2009 - August 2009
AARP Tax-Aide January 2009 - May 2009
Laura Davidson Public Relations December 2006 - August 2008
Education
Marist College 2007 — 2010
Bachelor of Art, Communications Major; Concentration: Public Relations Minor: Writing
5W Public Relations August 2009 - December 2009
New York Quadricentennial August 2009 - December 2009
Ericho Communications May 2009 - August 2009
AARP Tax-Aide January 2009 - May 2009
Laura Davidson Public Relations December 2006 - August 2008
Education
Marist College 2007 — 2010
Bachelor of Art, Communications Major; Concentration: Public Relations Minor: Writing
Donald Selzer's AARP Tax Aide Experience May 2014 - Present
Job Volunteer at AARP TaxAide
Industry Financial Services
Experience
AARP Tax-Aide May 2014 - Present
AARP Tax-Aide January 2007 - Present
Merry Dawn, LLC April 2000 - Present
Moody's Investors Service June 1996 - April 2000
Moody's Investors Service September 1992 - June 1996
Moody's Investors Service, Ltd. August 1989 - September 1992
Moody's Investors Service March 1987 - August 1987
American International Group June 1983 - March 1987
Skills
Homebuilding, Securities, Banking, Securitization, Real Estate, Analysis, Residential Mortgages, Bonds, Capital Markets, Asset Managment, Credit Analysis, Credit, Mortgage Lending, Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Financial Analysis, Securities Markets
New York University School of Law 1979 — 1983
JD, Securities Law, Bank Regulation
Wichita State University 1976 — 1979
B.B.A., Financial Institiutions, Accounting, Economics
AARP Tax-Aide May 2014 - Present
AARP Tax-Aide January 2007 - Present
Merry Dawn, LLC April 2000 - Present
Moody's Investors Service June 1996 - April 2000
Moody's Investors Service September 1992 - June 1996
Moody's Investors Service, Ltd. August 1989 - September 1992
Moody's Investors Service March 1987 - August 1987
American International Group June 1983 - March 1987
Skills
Homebuilding, Securities, Banking, Securitization, Real Estate, Analysis, Residential Mortgages, Bonds, Capital Markets, Asset Managment, Credit Analysis, Credit, Mortgage Lending, Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Financial Analysis, Securities Markets
New York University School of Law 1979 — 1983
JD, Securities Law, Bank Regulation
Wichita State University 1976 — 1979
B.B.A., Financial Institiutions, Accounting, Economics
Jill T. Long's AARP Tax Aide Experience December 2010 - April 2011
Job Accounting
Industry Accounting
Experience
Regence Group November 2011 - Present
Master's Degree Graduate Project February 2011 - August 2011
AARP Tax Aide December 2010 - April 2011
Health Net, Inc June 2003 - December 2009
MHN August 1996 - June 2003
Longs Drug Stores April 1985 - August 1996
Education
Portland State University 2010 — 2011
Master of Science, Financial Analysis
Portland State University 2007 — 2011
Post Baccalaureate Accounting Certificate, Accounting
Sonoma State University 1988 — 2001
Bachelor of Arts, Psychology
Regence Group November 2011 - Present
Master's Degree Graduate Project February 2011 - August 2011
AARP Tax Aide December 2010 - April 2011
Health Net, Inc June 2003 - December 2009
MHN August 1996 - June 2003
Longs Drug Stores April 1985 - August 1996
Education
Portland State University 2010 — 2011
Master of Science, Financial Analysis
Portland State University 2007 — 2011
Post Baccalaureate Accounting Certificate, Accounting
Sonoma State University 1988 — 2001
Bachelor of Arts, Psychology
Jewel Kay's AARP Tax Aide Experience January 1988 - Present
Job
Industry Legal Services
Experience
Dripping Springs Presbyterian Church May 2008 - Present
AARP Tax Aide January 1988 - Present
Lovelace Laws Firm, P.C. 2003 - August 2011
Motorola MOS 11 June 1993 - November 2002
Austin Independent School District September 1962 - May 1993
Austin Community College 1986 - 1990
Education
The University of Texas at Austin 1967 — 1969
Master's, Mathematics
Texas State University 1959 — 1962
B.S. in Education, Mathematics
Blinn College 1958 — 1959
La Grange Public Schools
Dripping Springs Presbyterian Church May 2008 - Present
AARP Tax Aide January 1988 - Present
Lovelace Laws Firm, P.C. 2003 - August 2011
Motorola MOS 11 June 1993 - November 2002
Austin Independent School District September 1962 - May 1993
Austin Community College 1986 - 1990
Education
The University of Texas at Austin 1967 — 1969
Master's, Mathematics
Texas State University 1959 — 1962
B.S. in Education, Mathematics
Blinn College 1958 — 1959
La Grange Public Schools
Ayako Ishizuka's AARP Tax Aide Experience January 2010 - April 2010
Job Tax Senior at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP August 2013 - Present
Deloitte June 2011 - August 2013
Claude J. Clark Learning Center September 2008 - December 2010
International Student Services August 2008 - December 2010
AARP Tax-Aide January 2010 - April 2010
Skills
Accounting, Corporate Tax, Individual Tax, International Tax, Income Tax, Financial Analysis, Tax Consulting, Microsoft Excel, Microsoft Office, Tax Accounting, Customer Service, Social Media, Cultural Sensitivity
Education
State University of New York College at Plattsburgh 2006 — 2010
Bachelor of Science (BS), Accounting
State University of New York College at Plattsburgh 2006 — 2010
Bachelor's degree, Accounting
Deloitte Tax LLP August 2013 - Present
Deloitte June 2011 - August 2013
Claude J. Clark Learning Center September 2008 - December 2010
International Student Services August 2008 - December 2010
AARP Tax-Aide January 2010 - April 2010
Skills
Accounting, Corporate Tax, Individual Tax, International Tax, Income Tax, Financial Analysis, Tax Consulting, Microsoft Excel, Microsoft Office, Tax Accounting, Customer Service, Social Media, Cultural Sensitivity
Education
State University of New York College at Plattsburgh 2006 — 2010
Bachelor of Science (BS), Accounting
State University of New York College at Plattsburgh 2006 — 2010
Bachelor's degree, Accounting
Mary Fakharian's AARP Tax Aide Experience January 2015 - Present
Job Senior Living Professional
Industry Nonprofit Organization Management
Experience
AARP Tax Aide January 2015 - Present
Lenbrook February 2007 - October 2013
Lane Company January 2000 - June 2006
The Dow Chemical Company May 1976 - April 1998
Skills
Customer Service, Microsoft Office, Nonprofits, Event Planning, Public Speaking, Microsoft Excel, PowerPoint, Strategic Planning, Marketing, Budgets
Education
University of N. Texas 2011 — 2012
Certified Aging Services Professional, Adult Development and Aging
Saginaw Valley State University 1972 — 1976
Bachelor of Business Administration (BBA), Management and Marketing
AARP Tax Aide January 2015 - Present
Lenbrook February 2007 - October 2013
Lane Company January 2000 - June 2006
The Dow Chemical Company May 1976 - April 1998
Skills
Customer Service, Microsoft Office, Nonprofits, Event Planning, Public Speaking, Microsoft Excel, PowerPoint, Strategic Planning, Marketing, Budgets
Education
University of N. Texas 2011 — 2012
Certified Aging Services Professional, Adult Development and Aging
Saginaw Valley State University 1972 — 1976
Bachelor of Business Administration (BBA), Management and Marketing
Bob Dignan's AARP Tax Aide Experience 2009 - Present
Job Independent Accounting Professional
Industry Accounting
Experience
AARP Tax Aide 2009 - Present
California Polytechnic State University November 1974 - January 2002
Skills
Tax Preparation, Microsoft Office, Tax Returns, Income Tax, Sales Tax
Education
Northeastern University 1966 — 1971
Bachelor's Degree, Accounting and Economics
Golden Gate University 1969 — 1970
Master of Business Administration (M.B.A.)
AARP Tax Aide 2009 - Present
California Polytechnic State University November 1974 - January 2002
Skills
Tax Preparation, Microsoft Office, Tax Returns, Income Tax, Sales Tax
Education
Northeastern University 1966 — 1971
Bachelor's Degree, Accounting and Economics
Golden Gate University 1969 — 1970
Master of Business Administration (M.B.A.)
Jane Notary's AARP Tax Aide Experience February 2010 - April 2011
Job Paralegal at Asian Immigration Service Center
Industry Legal Services
Experience
Asian Immigration Service Center July 2009 - Present
AARP Tax Aide February 2010 - April 2011
Asian Law Caucus October 2008 - June 2009
Law Offices of Robert H May 2005 - April 2008
Skills
Legal Research, Notary Public, Legal Assistance, Appeals, Legal Writing, Westlaw, Immigration Law, Courts, Hearings, PACER, Wordperfect, Legal Documents, Trials, Family Law, Civil Litigation, Litigation, Litigation Support, Document Review, Lexis
Education
City College of San Francisco
Associate of Arts, Paralegal/ Legal Studies
Golden Gate University
Shanghai Teachers University
Bachelor of Arts, English Education
Asian Immigration Service Center July 2009 - Present
AARP Tax Aide February 2010 - April 2011
Asian Law Caucus October 2008 - June 2009
Law Offices of Robert H May 2005 - April 2008
Skills
Legal Research, Notary Public, Legal Assistance, Appeals, Legal Writing, Westlaw, Immigration Law, Courts, Hearings, PACER, Wordperfect, Legal Documents, Trials, Family Law, Civil Litigation, Litigation, Litigation Support, Document Review, Lexis
Education
City College of San Francisco
Associate of Arts, Paralegal/ Legal Studies
Golden Gate University
Shanghai Teachers University
Bachelor of Arts, English Education
Nancy Buergelt's AARP Tax Aide Experience July 2009 - Present
Job Fiscal Supervisor at University of Florida
Industry Higher Education
Experience
AARP Tax-Aide July 2009 - Present
University of Florida July 2000 - November 2012
Skills
Volunteer Management, Nonprofits, Program Development, Fundraising, Program Evaluation, Community Development, Leadership Development, Grants
Education
Saint Leo University 2003 — 2006
Bachelor of Arts (B.A.), Accounting
Mount Holyoke College 1963 — 1967
Bachelor's degree, French Language and Literature
AARP Tax-Aide July 2009 - Present
University of Florida July 2000 - November 2012
Skills
Volunteer Management, Nonprofits, Program Development, Fundraising, Program Evaluation, Community Development, Leadership Development, Grants
Education
Saint Leo University 2003 — 2006
Bachelor of Arts (B.A.), Accounting
Mount Holyoke College 1963 — 1967
Bachelor's degree, French Language and Literature
Tamara Hilden's AARP Tax Aide Experience August 2011 - Present
Job Owner, The Wolf's Den
Industry Individual & Family Services
Experience
AARP Tax-Aide August 2011 - Present
The Wolf's Den September 1998 - Present
Mahube Community Council, Inc. August 2008 - May 2010
WR Medical Electronics April 1990 - August 1991
Skills
Tax Preparation, Computer Repair, Legal Research, Personal Finance, Small Bussiness Plans
Education
Century College 1992 — 1995
Wisconsin Indianhead Technical College 1991 — 1992
AARP Tax-Aide August 2011 - Present
The Wolf's Den September 1998 - Present
Mahube Community Council, Inc. August 2008 - May 2010
WR Medical Electronics April 1990 - August 1991
Skills
Tax Preparation, Computer Repair, Legal Research, Personal Finance, Small Bussiness Plans
Education
Century College 1992 — 1995
Wisconsin Indianhead Technical College 1991 — 1992
Barbara Wimbush's AARP Tax Aide Experience May 2013 - Present
Job Entrepreneur
Industry Financial Services
Experience
AARP Tax-Aide May 2013 - Present
Primerica June 1992 - Present
United States Department of Defense January 1977 - August 2007
Skills
Team Building, Program Management, Strategic Planning, Budgets, Public Speaking, Leadership
Education
East Carolina University - College of Business 1970 — 1974
BSBA, Accounting
University of Maryland University College
Bachelor of Arts (BA), German Language and Literature
AARP Tax-Aide May 2013 - Present
Primerica June 1992 - Present
United States Department of Defense January 1977 - August 2007
Skills
Team Building, Program Management, Strategic Planning, Budgets, Public Speaking, Leadership
Education
East Carolina University - College of Business 1970 — 1974
BSBA, Accounting
University of Maryland University College
Bachelor of Arts (BA), German Language and Literature
Eugene Berczik's AARP Tax Aide Experience September 2008 - Present
Job District Coordinator at AARP TaxAide
Industry
Experience
AARP Tax-Aide September 2008 - Present
AVTRON MFG April 1982 - June 2002
Education
Carnegie Mellon University 1957 — 1968
Bachelor's degree, Mechanical Engineering
AARP Tax-Aide September 2008 - Present
AVTRON MFG April 1982 - June 2002
Education
Carnegie Mellon University 1957 — 1968
Bachelor's degree, Mechanical Engineering
Daniel Huckey's AARP Tax Aide Experience January 2014 - Present
Job Volunteer Tax Preparer at AARP TaxAide
Industry Accounting
Experience
AARP Tax-Aide January 2014 - Present
Forensic Accounting Services July 2014 - August 2014
Stan's Restaurant Equipment & U-Haul April 2012 - October 2013
Street Meat Food Cart October 2011 - October 2012
The Oregonian May 2007 - May 2009
Skills
Financial Analysis, Operations Management, Project Management, Tax Preparation, Bookkeeping, Microsoft Excel, Customer Service, Microsoft Word, Time Management, Team Leadership, Food Service, Driving License, Food Safety
Education
Portland State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, 3.70
AARP Tax-Aide January 2014 - Present
Forensic Accounting Services July 2014 - August 2014
Stan's Restaurant Equipment & U-Haul April 2012 - October 2013
Street Meat Food Cart October 2011 - October 2012
The Oregonian May 2007 - May 2009
Skills
Financial Analysis, Operations Management, Project Management, Tax Preparation, Bookkeeping, Microsoft Excel, Customer Service, Microsoft Word, Time Management, Team Leadership, Food Service, Driving License, Food Safety
Education
Portland State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, Finance, 3.70
Grant Cheney's AARP Tax Aide Experience February 2010 - April 2010
Job Actively seeking employment
Industry Accounting
Experience
AARP Tax Aide February 2010 - April 2010
New City Mortgage September 2007 - November 2007
Washington Mutual 2004 - 2006
Education
Portland State University 2009 — 2010
Bachelor's Degree, Accounting
University of Hawaii 2006 — 2007
Master of Business Administration (M.B.A.)
University of Washington 1995 — 2000
Bachelor's Degree, Economics
AARP Tax Aide February 2010 - April 2010
New City Mortgage September 2007 - November 2007
Washington Mutual 2004 - 2006
Education
Portland State University 2009 — 2010
Bachelor's Degree, Accounting
University of Hawaii 2006 — 2007
Master of Business Administration (M.B.A.)
University of Washington 1995 — 2000
Bachelor's Degree, Economics