Optima Tax Relief
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28 Optima Tax Relief employees in database. Find out everything there's to know about Optima Tax Relief employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Optima Tax Relief Employees
Employee
Years
Job
Industry
Jennifer Leonhardi Jennifer Leonhardi's Optima Tax Relief Experience October 2014 - Present
Job Editor at SuperMoney
Industry Financial Services
Experience
SuperMoney March 2015 - Present
Optima Tax Relief October 2014 - Present
LoanNow July 2014 - Present
SuperMoney July 2013 - Present
Catalina Island MedSpa April 2009 - Present
Internet Domains MGMT February 2011 - February 2015
The Catalina Islander February 2011 - January 2013
Santa Catalina Island Conservancy March 2010 - January 2011
Santa Catalina Island Company October 2003 - July 2008
Skills
Event Planning, Public Relations, Employee Benefits, Social Media, Payroll, Writing, Creative Writing, Finance, Benefits Administration, Human Resources, Employee Management, Employment Law, Social Media Marketing, Social Services, Social Networking, Management, Time Management, Project Management, Customer Service, Teamwork, Training, Strategic Planning, Marketing, Event Management, Leadership, Team Building, Marketing Strategy, Budgets, Editing, Advertising, Marketing Communications, Negotiation, Sales, Microsoft Excel, Contract Negotiation, Online Advertising, Business Strategy, Nonprofits, Employee Relations
Education
Southern Oregon University 1999 — 2000
Sociology
College of the Siskiyous 1997 — 1998
AA, Sociology
Avalon High School 1993 — 1996
High School Diploma, High Honors/Advanced Placement
Incline High School 1992 — 1993
SuperMoney March 2015 - Present
Optima Tax Relief October 2014 - Present
LoanNow July 2014 - Present
SuperMoney July 2013 - Present
Catalina Island MedSpa April 2009 - Present
Internet Domains MGMT February 2011 - February 2015
The Catalina Islander February 2011 - January 2013
Santa Catalina Island Conservancy March 2010 - January 2011
Santa Catalina Island Company October 2003 - July 2008
Skills
Event Planning, Public Relations, Employee Benefits, Social Media, Payroll, Writing, Creative Writing, Finance, Benefits Administration, Human Resources, Employee Management, Employment Law, Social Media Marketing, Social Services, Social Networking, Management, Time Management, Project Management, Customer Service, Teamwork, Training, Strategic Planning, Marketing, Event Management, Leadership, Team Building, Marketing Strategy, Budgets, Editing, Advertising, Marketing Communications, Negotiation, Sales, Microsoft Excel, Contract Negotiation, Online Advertising, Business Strategy, Nonprofits, Employee Relations
Education
Southern Oregon University 1999 — 2000
Sociology
College of the Siskiyous 1997 — 1998
AA, Sociology
Avalon High School 1993 — 1996
High School Diploma, High Honors/Advanced Placement
Incline High School 1992 — 1993
Ernesto Rangel Ernesto Rangel's Optima Tax Relief Experience May 2014 - Present
Job Student at California State UniversityFullerton
Industry Accounting
Experience
Optima Tax Relief May 2014 - Present
The Law Offices of Thomas Kerns McKnight May 2010 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Accounts Receivable, Managerial Finance, Accounting, Access, Marketing, Time Management
Education
California State University-Fullerton 2011 — 2015
Bachelor of Arts (B.A.), Accounting
Optima Tax Relief May 2014 - Present
The Law Offices of Thomas Kerns McKnight May 2010 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Accounts Receivable, Managerial Finance, Accounting, Access, Marketing, Time Management
Education
California State University-Fullerton 2011 — 2015
Bachelor of Arts (B.A.), Accounting
Diane Barbee's Optima Tax Relief Experience July 2013 - Present
Job Offline Marketing Manager at Optima Tax Relief
Industry Financial Services
Experience
Optima Tax Relief July 2013 - Present
Wells Fargo Advisors January 2007 - November 2010
Skills
Series 7, Customer Service, Sales, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Finance, Direct Marketing, Investments
Education
California State University-Fullerton 2011 — 2014
Bachelor of Science (B.S.), Human Services
Optima Tax Relief July 2013 - Present
Wells Fargo Advisors January 2007 - November 2010
Skills
Series 7, Customer Service, Sales, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Finance, Direct Marketing, Investments
Education
California State University-Fullerton 2011 — 2014
Bachelor of Science (B.S.), Human Services
Benjamin Altman's Optima Tax Relief Experience July 2013 - August 2013
Job Incoming Analyst Moelis
Industry Investment Banking
Experience
Houlihan Lokey June 2014 - August 2014
Optima Tax Relief July 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2013 - July 2013
Interactive Brokers July 2011 - August 2012
Boehringer Ingelheim June 2010 - August 2010
Education
University of Pennsylvania 2011 — 2015
Bachelor of Applied Science (B.A.Sc.)
Wharton School of Business 2011 — 2015
Bachelor of Science (B.S.)
Danbury High School 2007 — 2011
Houlihan Lokey June 2014 - August 2014
Optima Tax Relief July 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2013 - July 2013
Interactive Brokers July 2011 - August 2012
Boehringer Ingelheim June 2010 - August 2010
Education
University of Pennsylvania 2011 — 2015
Bachelor of Applied Science (B.A.Sc.)
Wharton School of Business 2011 — 2015
Bachelor of Science (B.S.)
Danbury High School 2007 — 2011
Philip Hwang Philip Hwang's Optima Tax Relief Experience September 2014 - Present
Job Tax Attorney
Industry Law Practice
Experience
Optima Tax Relief September 2014 - Present
ION Trading April 2014 - July 2014
South Brooklyn Legal Services October 2013 - April 2014
Securities Arbitration Clinic January 2013 - May 2013
Kering September 2012 - May 2013
Law, Logic, & Technology Lab August 2011 - May 2013
Unemployment Action Center August 2010 - May 2013
Volunteer Income Tax Assistance February 2011 - April 2013
IRS Office of Chief Counsel June 2012 - August 2012
Wallin & Klarich June 2011 - July 2011
Skills
Legal Research, Tax Law, Legal Issues, Corporate Law, Tax, Legal Writing, Courts, International Tax, Transfer Pricing, Restructuring, Litigation, Corporate Tax, Corporate Governance, Auditing, Microsoft Office, Legal Assistance, Westlaw
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.), Tax Law/Taxation
University of California, Berkeley 2005 — 2009
BA, Philosophy
Optima Tax Relief September 2014 - Present
ION Trading April 2014 - July 2014
South Brooklyn Legal Services October 2013 - April 2014
Securities Arbitration Clinic January 2013 - May 2013
Kering September 2012 - May 2013
Law, Logic, & Technology Lab August 2011 - May 2013
Unemployment Action Center August 2010 - May 2013
Volunteer Income Tax Assistance February 2011 - April 2013
IRS Office of Chief Counsel June 2012 - August 2012
Wallin & Klarich June 2011 - July 2011
Skills
Legal Research, Tax Law, Legal Issues, Corporate Law, Tax, Legal Writing, Courts, International Tax, Transfer Pricing, Restructuring, Litigation, Corporate Tax, Corporate Governance, Auditing, Microsoft Office, Legal Assistance, Westlaw
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.), Tax Law/Taxation
University of California, Berkeley 2005 — 2009
BA, Philosophy
Terri Bui's Optima Tax Relief Experience September 2015 - Present
Job Law Clerk at Optima Tax Relief
Industry Law Practice
Experience
Optima Tax Relief September 2015 - Present
MCL Health Management June 2015 - August 2015
Marcus Family Law Center, PLC September 2013 - July 2014
Law Office of Matt Rocco June 2012 - September 2013
BET NETWORKS March 2013 - June 2013
UCSB Office of the Registrar May 2011 - March 2013
Skills
PowerPoint, Research, Microsoft Word, Public Speaking, Community Outreach, Microsoft Office, Legal Assistance, Microsoft Excel, Religion, Ethnomusicology, LexisNexis, Legal Research, Legal Writing
Education
Chapman University, School of Law 2014 — 2017
Juris Doctorate, Business Law and Entertainment Law emphases
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Religious Studies, minor in Music
Optima Tax Relief September 2015 - Present
MCL Health Management June 2015 - August 2015
Marcus Family Law Center, PLC September 2013 - July 2014
Law Office of Matt Rocco June 2012 - September 2013
BET NETWORKS March 2013 - June 2013
UCSB Office of the Registrar May 2011 - March 2013
Skills
PowerPoint, Research, Microsoft Word, Public Speaking, Community Outreach, Microsoft Office, Legal Assistance, Microsoft Excel, Religion, Ethnomusicology, LexisNexis, Legal Research, Legal Writing
Education
Chapman University, School of Law 2014 — 2017
Juris Doctorate, Business Law and Entertainment Law emphases
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Religious Studies, minor in Music
Erin Brady's Optima Tax Relief Experience May 2014 - Present
Job Recruiting Manager at Optima Tax Relief | Debtmerica | LoanNow
Industry Financial Services
Experience
Optima Tax Relief May 2014 - Present
LoanNow May 2014 - Present
Debtmerica LLC May 2014 - Present
Local Splash - Local SEO Company October 2012 - May 2014
Local Splash - Local SEO Company March 2012 - October 2012
Lynn's Preschool and Daycare December 2007 - March 2012
PETCO Animal Supplies, Inc. September 2005 - April 2007
Skills
Applicant Tracking..., College Recruiting, Onboarding, Talent Acquisition, Internet Recruiting, Technical Recruiting, Talent Management, Employer Branding, Workforce Planning, Succession Planning, Benefits Negotiation, Executive Search, Recruiting, Interviews, Human Resources, Sourcing, Screening, Job Fairs, Social Networking, Microsoft Office, Hiring, Management, Time Management, Team Building, Employee Training, Employee Relations
Education
Irvine Valley College 2010 — 2012
The Art Institute of California-Orange County 2008 — 2011
Los Amigos High School 2001 — 2005
High School Diploma, General Education
Optima Tax Relief May 2014 - Present
LoanNow May 2014 - Present
Debtmerica LLC May 2014 - Present
Local Splash - Local SEO Company October 2012 - May 2014
Local Splash - Local SEO Company March 2012 - October 2012
Lynn's Preschool and Daycare December 2007 - March 2012
PETCO Animal Supplies, Inc. September 2005 - April 2007
Skills
Applicant Tracking..., College Recruiting, Onboarding, Talent Acquisition, Internet Recruiting, Technical Recruiting, Talent Management, Employer Branding, Workforce Planning, Succession Planning, Benefits Negotiation, Executive Search, Recruiting, Interviews, Human Resources, Sourcing, Screening, Job Fairs, Social Networking, Microsoft Office, Hiring, Management, Time Management, Team Building, Employee Training, Employee Relations
Education
Irvine Valley College 2010 — 2012
The Art Institute of California-Orange County 2008 — 2011
Los Amigos High School 2001 — 2005
High School Diploma, General Education
Miron Lulic Miron Lulic's Optima Tax Relief Experience 2011 - January 2015
Job Founder/President LoanNow, Founder SuperMoney
Industry Internet
Experience
LoanNow January 2013 - Present
SuperMoney February 2013 - Present
Optima Tax Relief 2011 - January 2015
Swagsy Inc December 2011 - December 2012
Specific Media Myspace February 2011 - November 2011
Specific Media May 2010 - November 2011
Frugalytics February 2009 - January 2011
Debtmerica LLC April 2009 - May 2010
AskMeNow May 2006 - December 2008
Skills
Digital Strategy, Business Strategy, Online Product..., User Experience, Information Architecture, Branding & Art Direction, Front-end Development, HTML5, JavaScript, PHP, MySQL, Tableau, Data Analysis, Data Visualization, Data Mining, Hadoop, CSS, User Interface Design, HTML, Mobile Internet, Entrepreneurship, E-commerce, Amazon Web Services..., LAMP, Start-ups, Social Media, Online Advertising, SEO, HTML 5, Web Development, Product Development, Web Analytics, Product Management, User Experience Design, Mobile Applications, SEM, Reputation Management, Process Engineering, Sales Automation, Email Marketing, Google Analytics, Strategic Partnerships, Business Development, Strategy, Web Marketing
Education
University of Toronto 2002 — 2006
Honors BA, Specialist in Digital Enterprise Management
Sheridan College 2003 — 2005
Certificate, Digital Communication
LoanNow January 2013 - Present
SuperMoney February 2013 - Present
Optima Tax Relief 2011 - January 2015
Swagsy Inc December 2011 - December 2012
Specific Media Myspace February 2011 - November 2011
Specific Media May 2010 - November 2011
Frugalytics February 2009 - January 2011
Debtmerica LLC April 2009 - May 2010
AskMeNow May 2006 - December 2008
Skills
Digital Strategy, Business Strategy, Online Product..., User Experience, Information Architecture, Branding & Art Direction, Front-end Development, HTML5, JavaScript, PHP, MySQL, Tableau, Data Analysis, Data Visualization, Data Mining, Hadoop, CSS, User Interface Design, HTML, Mobile Internet, Entrepreneurship, E-commerce, Amazon Web Services..., LAMP, Start-ups, Social Media, Online Advertising, SEO, HTML 5, Web Development, Product Development, Web Analytics, Product Management, User Experience Design, Mobile Applications, SEM, Reputation Management, Process Engineering, Sales Automation, Email Marketing, Google Analytics, Strategic Partnerships, Business Development, Strategy, Web Marketing
Education
University of Toronto 2002 — 2006
Honors BA, Specialist in Digital Enterprise Management
Sheridan College 2003 — 2005
Certificate, Digital Communication
Gregor Deticek Gregor Deticek's Optima Tax Relief Experience July 2013 - September 2013
Job FrontEnd Developer & Web Analyst
Industry Information Technology and Services
Experience
Optima Tax Relief July 2013 - September 2013
scuba.com August 2012 - July 2013
Unicom Media and eSolutions October 2005 - January 2009
Unicom Medien und Handels GmbH December 1999 - September 2005
Skills
SEO, Web Analytics, Google Analytics, E-commerce, Web Development, Wordpress, HTML, SEM, CSS, Google Adwords, Usability, CMS, Web Design, Web Project Management, PPC, Google Webmaster Tools, Landing Page..., Drupal, Organic Search, WordPress, Flash, Web Content Management, Web 2.0, Magento, HTML 5, Social Media, Conversion Optimization, CSS3, Web Applications, jQuery, PHP, MySQL, JavaScript, Online Advertising, XHTML, Website Development, Web Standards, Front-end, Information Architecture, InDesign, Web Marketing, Accessibility
Education
California State University-Long Beach 2009 — 2011
BA, Business Economics
Long Beach City College 2007 — 2009
AA, Liberal Arts
Optima Tax Relief July 2013 - September 2013
scuba.com August 2012 - July 2013
Unicom Media and eSolutions October 2005 - January 2009
Unicom Medien und Handels GmbH December 1999 - September 2005
Skills
SEO, Web Analytics, Google Analytics, E-commerce, Web Development, Wordpress, HTML, SEM, CSS, Google Adwords, Usability, CMS, Web Design, Web Project Management, PPC, Google Webmaster Tools, Landing Page..., Drupal, Organic Search, WordPress, Flash, Web Content Management, Web 2.0, Magento, HTML 5, Social Media, Conversion Optimization, CSS3, Web Applications, jQuery, PHP, MySQL, JavaScript, Online Advertising, XHTML, Website Development, Web Standards, Front-end, Information Architecture, InDesign, Web Marketing, Accessibility
Education
California State University-Long Beach 2009 — 2011
BA, Business Economics
Long Beach City College 2007 — 2009
AA, Liberal Arts
Michael Wenkart Michael Wenkart's Optima Tax Relief Experience March 2015 - Present
Job Tax Attorney at Optima Tax Relief
Industry Legal Services
Experience
Optima Tax Relief March 2015 - Present
Stradling Yocca Carlson & Rauth June 2014 - Present
Disneyland Resort February 2004 - July 2015
Joe Gaglio CPA February 2015 - April 2015
H&R Block December 2014 - April 2015
Orange High School July 2003 - March 2015
H&R Block January 2014 - April 2014
University of San Diego State Income Tax Clinic August 2013 - December 2013
University of San Diego Legal Clinics September 2011 - May 2012
University of San Diego Federal Tax Clinic June 2011 - July 2011
Skills
Legal Research, Legal Writing, Public Speaking, Microsoft Office, Customer Service, Research, Spanish, Leadership, Coaching, Fundraising, Legal Assistance, Microsoft Excel, Westlaw, Teaching, PowerPoint, Event Planning, Mediation, Tax, Income Tax, Tax Preparation, Tax Law, Tax Dispute Resolution, IRS problem resolution, IRS, Tax Returns, Tax Advisory
Education
University of San Diego School of Law 2012 — 2013
LLM, Taxation
University of San Diego School of Law 2008 — 2012
Juris Doctor
Chapman University 2003 — 2007
Bachelor of Science, Business Administration
canyon high school 1999 — 2003
Optima Tax Relief March 2015 - Present
Stradling Yocca Carlson & Rauth June 2014 - Present
Disneyland Resort February 2004 - July 2015
Joe Gaglio CPA February 2015 - April 2015
H&R Block December 2014 - April 2015
Orange High School July 2003 - March 2015
H&R Block January 2014 - April 2014
University of San Diego State Income Tax Clinic August 2013 - December 2013
University of San Diego Legal Clinics September 2011 - May 2012
University of San Diego Federal Tax Clinic June 2011 - July 2011
Skills
Legal Research, Legal Writing, Public Speaking, Microsoft Office, Customer Service, Research, Spanish, Leadership, Coaching, Fundraising, Legal Assistance, Microsoft Excel, Westlaw, Teaching, PowerPoint, Event Planning, Mediation, Tax, Income Tax, Tax Preparation, Tax Law, Tax Dispute Resolution, IRS problem resolution, IRS, Tax Returns, Tax Advisory
Education
University of San Diego School of Law 2012 — 2013
LLM, Taxation
University of San Diego School of Law 2008 — 2012
Juris Doctor
Chapman University 2003 — 2007
Bachelor of Science, Business Administration
canyon high school 1999 — 2003
Brady Hampton's Optima Tax Relief Experience April 2013 - July 2015
Job Procurement Specialist at Veritrue Components
Industry Accounting
Experience
Veritrue Components August 2015 - Present
Self Employed January 2012 - August 2015
Optima Tax Relief April 2013 - July 2015
Tax & Financial Group June 2012 - January 2013
Taxco Financial Services December 2010 - January 2012
Kirkland Green / B.A.S. October 2008 - September 2010
Morgan Stanley Smith Barney September 2007 - November 2007
Skills
Tax Preparation, Sales, Customer Service, Analysis, Negotiation, Tax, Financial Analysis, Finance, Bookkeeping, Auditing, Strategic Financial...
Education
University of Oregon 2004 — 2008
B.A., Finance
Marshfield High School 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Veritrue Components August 2015 - Present
Self Employed January 2012 - August 2015
Optima Tax Relief April 2013 - July 2015
Tax & Financial Group June 2012 - January 2013
Taxco Financial Services December 2010 - January 2012
Kirkland Green / B.A.S. October 2008 - September 2010
Morgan Stanley Smith Barney September 2007 - November 2007
Skills
Tax Preparation, Sales, Customer Service, Analysis, Negotiation, Tax, Financial Analysis, Finance, Bookkeeping, Auditing, Strategic Financial...
Education
University of Oregon 2004 — 2008
B.A., Finance
Marshfield High School 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Carlos Rubi Carlos Rubi's Optima Tax Relief Experience July 2013 - June 2015
Job I.T. Support Analyst at Revolution Foods
Industry Information Technology and Services
Experience
Revolution Foods June 2015 - Present
Eleganza Tiles, INC May 2014 - Present
Pryme Radio Products February 2013 - Present
Optima Tax Relief July 2013 - June 2015
Diamond Distribution Inc December 2006 - February 2013
Diamond Logistics / Distribution 2006 - 2013
Skills
Active Directory, Software Documentation, XP, Hyper-V, Windows 7, QuickBooks, windows server 03,08,08..., Domain Controller, C++, IIS, MySQL, XHTML, SQL Server Installation..., PHP, Web Development, TCP/IP protocols, Troubleshooting, Managed Print Services, DHCP, POP, SMTP, FTP, Windows Deployment..., IT Service Management, Computer Hardware, DNS Server, Technical Support, IP-Camera Setup, Visual Basic, Visual Studio, JavaSE, Web Design, JavaScript, Microsoft Exchange, Project Management, .NET, VoIP, Business Process..., VirtualBox, Virtual PC, Windows Vista, Inventory Management, Visio, System Installations, Sage, HighJump, Database Administration, CSS, Filezilla
Education
Cypress College 2012 — 2014
Computer Information System, Network and System Administration/Administrator
Santa Ana College 2007 — 2013
Associate of Science (AS), Computer Science
Santiago Canyon College 2010 — 2012
Certificates, Database & Programming
Revolution Foods June 2015 - Present
Eleganza Tiles, INC May 2014 - Present
Pryme Radio Products February 2013 - Present
Optima Tax Relief July 2013 - June 2015
Diamond Distribution Inc December 2006 - February 2013
Diamond Logistics / Distribution 2006 - 2013
Skills
Active Directory, Software Documentation, XP, Hyper-V, Windows 7, QuickBooks, windows server 03,08,08..., Domain Controller, C++, IIS, MySQL, XHTML, SQL Server Installation..., PHP, Web Development, TCP/IP protocols, Troubleshooting, Managed Print Services, DHCP, POP, SMTP, FTP, Windows Deployment..., IT Service Management, Computer Hardware, DNS Server, Technical Support, IP-Camera Setup, Visual Basic, Visual Studio, JavaSE, Web Design, JavaScript, Microsoft Exchange, Project Management, .NET, VoIP, Business Process..., VirtualBox, Virtual PC, Windows Vista, Inventory Management, Visio, System Installations, Sage, HighJump, Database Administration, CSS, Filezilla
Education
Cypress College 2012 — 2014
Computer Information System, Network and System Administration/Administrator
Santa Ana College 2007 — 2013
Associate of Science (AS), Computer Science
Santiago Canyon College 2010 — 2012
Certificates, Database & Programming
Hoa Ha, EA Hoa Ha, EA's Optima Tax Relief Experience 2014 - Present
Job Tax Professional/Enrolled Agent/Tax Consulting/Tax Relief.
Industry Legal Services
Experience
Optima Tax Relief 2014 - Present
Joseph Vu and Associates, LLC January 2010 - Present
Skills
QuickBooks
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Business Administration, Accounting
Golden West College 2006 — 2008
AA, Accounting
Optima Tax Relief 2014 - Present
Joseph Vu and Associates, LLC January 2010 - Present
Skills
QuickBooks
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Business Administration, Accounting
Golden West College 2006 — 2008
AA, Accounting
Jessica Wolf Jessica Wolf's Optima Tax Relief Experience October 2013 - Present
Job Sr. Tax Associate at Optima Tax Relief
Industry Legal Services
Experience
Optima Tax Relief October 2013 - Present
Gotmortgage April 2013 - October 2013
Officia Imaging November 2011 - March 2013
Comfort Laser Clinics April 2011 - November 2011
Lending Tree March 2010 - December 2010
Kondaur Capital Corporation June 2009 - March 2010
First American CoreLogic July 2008 - May 2009
American Income Life January 2008 - July 2008
First American Pacific Title October 2006 - June 2007
World Savings May 1999 - June 2006
Skills
Loans, Mortgage Banking, Mortgage Lending, Underwriting, Loan Origination, Credit, Banking, Real Estate, Refinance, Sales, Account Management, Selling, Relationship Management, Business Development, Leadership, Finance, Investment Properties, Portfolio Management, Management, Training, Loan Servicing, Analysis, Due Diligence, REO, Financial Services, Small Business, Foreclosures, Residential Mortgages, FHA, Business Planning, Investments, Customer Service, Referrals, Funding, Real Estate Economics, Real Estate Financing, Analytics, Asset Management, B2B, Credit Analysis, Loss Mitigation, Mortgage Servicing, Mortgage Underwriting, Appraisals, Investors, Reverse Mortgages, VA loans, VA Loans
Education
Orange Coast College 1997 — 1999
Optima Tax Relief October 2013 - Present
Gotmortgage April 2013 - October 2013
Officia Imaging November 2011 - March 2013
Comfort Laser Clinics April 2011 - November 2011
Lending Tree March 2010 - December 2010
Kondaur Capital Corporation June 2009 - March 2010
First American CoreLogic July 2008 - May 2009
American Income Life January 2008 - July 2008
First American Pacific Title October 2006 - June 2007
World Savings May 1999 - June 2006
Skills
Loans, Mortgage Banking, Mortgage Lending, Underwriting, Loan Origination, Credit, Banking, Real Estate, Refinance, Sales, Account Management, Selling, Relationship Management, Business Development, Leadership, Finance, Investment Properties, Portfolio Management, Management, Training, Loan Servicing, Analysis, Due Diligence, REO, Financial Services, Small Business, Foreclosures, Residential Mortgages, FHA, Business Planning, Investments, Customer Service, Referrals, Funding, Real Estate Economics, Real Estate Financing, Analytics, Asset Management, B2B, Credit Analysis, Loss Mitigation, Mortgage Servicing, Mortgage Underwriting, Appraisals, Investors, Reverse Mortgages, VA loans, VA Loans
Education
Orange Coast College 1997 — 1999
Michelle Bassilios's Optima Tax Relief Experience February 2012 - January 2013
Job Customer Relations/Business Development Manager at Dublin Auto Group
Industry Automotive
Experience
Dublin Auto Group April 2015 - Present
Dublin Auto Group January 2014 - March 2015
LegalShield Official February 2012 - January 2014
Optima Tax Relief February 2012 - January 2013
Pacific Sunwear February 2011 - December 2012
3Dee International March 2007 - January 2011
Performance Branding Services May 2006 - October 2007
Skills
Customer Service, Sales, PowerPoint, Analysis, Sales Operations, Data Entry, Marketing, Microsoft Excel, Outlook, Research, Retail, Excel, Team Building, Inventory Management, Visual Merchandising, Microsoft Word, Word, Telephone Skills, Fashion, Inventory Control, Employee Training, Merchandising, Filing, Management, Leadership
Education
Fashion Institute of Design & Merchandising 2005 — 2007
Beauty Merchandise Marketing
Dublin Auto Group April 2015 - Present
Dublin Auto Group January 2014 - March 2015
LegalShield Official February 2012 - January 2014
Optima Tax Relief February 2012 - January 2013
Pacific Sunwear February 2011 - December 2012
3Dee International March 2007 - January 2011
Performance Branding Services May 2006 - October 2007
Skills
Customer Service, Sales, PowerPoint, Analysis, Sales Operations, Data Entry, Marketing, Microsoft Excel, Outlook, Research, Retail, Excel, Team Building, Inventory Management, Visual Merchandising, Microsoft Word, Word, Telephone Skills, Fashion, Inventory Control, Employee Training, Merchandising, Filing, Management, Leadership
Education
Fashion Institute of Design & Merchandising 2005 — 2007
Beauty Merchandise Marketing
Jesse Stockwell's Optima Tax Relief Experience July 2010 - Present
Job Entrepreneur, Angel Investor & Advisor
Industry Financial Services
Experience
LoanNow January 2013 - Present
Optima Tax Relief July 2010 - Present
Debtmerica April 2006 - Present
Prudential Securities July 2000 - December 2000
United States Merchant Marine June 1996 - December 1997
Skills
Executive Management, Entrepreneurship, Internet Marketing &..., Managerial Finance, Financial Accounting, Private Equity, Corporate Finance, Restructuring, Due Diligence, Business Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Lead Generation, Business Development, Business Planning, Strategy, Investment Banking, Marketing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
LoanNow January 2013 - Present
Optima Tax Relief July 2010 - Present
Debtmerica April 2006 - Present
Prudential Securities July 2000 - December 2000
United States Merchant Marine June 1996 - December 1997
Skills
Executive Management, Entrepreneurship, Internet Marketing &..., Managerial Finance, Financial Accounting, Private Equity, Corporate Finance, Restructuring, Due Diligence, Business Strategy, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Lead Generation, Business Development, Business Planning, Strategy, Investment Banking, Marketing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
Jesse Ross Dueñas Jesse Ross Dueñas's Optima Tax Relief Experience January 2013 - Present
Job Project Development / Administrative Support
Industry Legal Services
Experience
Optima Tax Relief January 2013 - Present
E-Contractor's Insurance January 2013 - Present
Optima Tax Relief January 2013 - Present
Skills
Microsoft Office, Management, Customer Service, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Research, Strategic Planning, Finance, Google+, Google Apps, Project Development, Data Management, Self Learning, Outlook, Social Media, Business Development, CRM, Analytics, Start-ups, Marketing, Team Leadership, Social Media Marketing, Salesforce.com, Social Networking, Windows, Online Marketing, Marketing Strategy, Business Strategy, Data Entry, Event Planning, Web Development, JavaScript, HTML, HTML5, PHP, Intranet, Internet/Intranet..., VBA, Databases, Google Script
Education
University of Phoenix 2006 — 2009
Bachelor's degree, Criminal Justice/Law Enforcement Administration
University of Phoenix 2005 — 2007
BA Criminal Justice, Criminal Justice/Law Enforcement Administration
Optima Tax Relief January 2013 - Present
E-Contractor's Insurance January 2013 - Present
Optima Tax Relief January 2013 - Present
Skills
Microsoft Office, Management, Customer Service, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Research, Strategic Planning, Finance, Google+, Google Apps, Project Development, Data Management, Self Learning, Outlook, Social Media, Business Development, CRM, Analytics, Start-ups, Marketing, Team Leadership, Social Media Marketing, Salesforce.com, Social Networking, Windows, Online Marketing, Marketing Strategy, Business Strategy, Data Entry, Event Planning, Web Development, JavaScript, HTML, HTML5, PHP, Intranet, Internet/Intranet..., VBA, Databases, Google Script
Education
University of Phoenix 2006 — 2009
Bachelor's degree, Criminal Justice/Law Enforcement Administration
University of Phoenix 2005 — 2007
BA Criminal Justice, Criminal Justice/Law Enforcement Administration
Denise (Perez) Smith Denise (Perez) Smith's Optima Tax Relief Experience March 2014 - Present
Job Senior Loan Underwriter
Industry Financial Services
Experience
LoanNow March 2014 - Present
Optima Tax Relief March 2014 - Present
CashCall, Inc. May 2012 - March 2014
Skills
Loans, Fraud, Analysis, Interviews, AML, Financial Risk, Credit, Anti Money Laundering, Microsoft Excel, Risk Management, Banking, Customer Service, Sales, Management, Microsoft Office, Finance
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Business Administration and Management, General, 4.0GPA
California State University-Long Beach 2007 — 2008
Bachelor of Arts (B.A.), English Literature, 3.5GPA
Saint Lawrence Academy 1999 — 2003
High School Diploma, College Preparatory
LoanNow March 2014 - Present
Optima Tax Relief March 2014 - Present
CashCall, Inc. May 2012 - March 2014
Skills
Loans, Fraud, Analysis, Interviews, AML, Financial Risk, Credit, Anti Money Laundering, Microsoft Excel, Risk Management, Banking, Customer Service, Sales, Management, Microsoft Office, Finance
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Business Administration and Management, General, 4.0GPA
California State University-Long Beach 2007 — 2008
Bachelor of Arts (B.A.), English Literature, 3.5GPA
Saint Lawrence Academy 1999 — 2003
High School Diploma, College Preparatory
Steve Dearing Steve Dearing's Optima Tax Relief Experience July 2014 - Present
Job Senior Tax Associate
Industry Financial Services
Experience
Optima Tax Relief July 2014 - Present
Love Wedding Chapel December 2013 - Present
Skills
Marketing Strategy, Sales, Customer Service, Marketing, Cold Calling
Education
San Diego State University-California State University 1986 — 1986
Optima Tax Relief July 2014 - Present
Love Wedding Chapel December 2013 - Present
Skills
Marketing Strategy, Sales, Customer Service, Marketing, Cold Calling
Education
San Diego State University-California State University 1986 — 1986
Michelle Botta Michelle Botta's Optima Tax Relief Experience August 2013 - Present
Job Team Lead Senior Tax Associate at Optima Tax Relief
Industry Financial Services
Experience
Optima Tax Relief August 2013 - Present
Promontory Financial Group, LLC October 2011 - January 2013
Opus and Andrei's February 2010 - January 2012
Inkor Communications February 2009 - October 2009
Contracted July 2006 - February 2009
Homefield Financial August 2005 - July 2006
ditech.com/GMAC Mortgage November 2002 - August 2005
Skills
Loans, Mortgage Lending, Loan Origination, Finance, Compliance, Management, Coaching, Auditing, Residential Mortgages, Loss Mitigation, Foreclosures, FHA, Mortgage Banking, Sales, Credit, Loan Servicing, USDA, Underwriting, Mortgage Underwriting, Real Estate, Refinance, Investment Properties, Loan Modifications, Credit Analysis, FHA financing
Education
DeVry University 2008 — 2011
Bachelors of Science, Business, Finance and Technical Management, 3.9 G.P.A., Graduated Magna Cum Laude
California Department of Real Estate
Department of Real Estate, Salesperson License # 01797324 (Active), Real Estate
Cypress College 1991 — 1997
General Education, Advertising/Graphics Design, Pre-Medical
Cerritos High School
Diploma, College Prep
Optima Tax Relief August 2013 - Present
Promontory Financial Group, LLC October 2011 - January 2013
Opus and Andrei's February 2010 - January 2012
Inkor Communications February 2009 - October 2009
Contracted July 2006 - February 2009
Homefield Financial August 2005 - July 2006
ditech.com/GMAC Mortgage November 2002 - August 2005
Skills
Loans, Mortgage Lending, Loan Origination, Finance, Compliance, Management, Coaching, Auditing, Residential Mortgages, Loss Mitigation, Foreclosures, FHA, Mortgage Banking, Sales, Credit, Loan Servicing, USDA, Underwriting, Mortgage Underwriting, Real Estate, Refinance, Investment Properties, Loan Modifications, Credit Analysis, FHA financing
Education
DeVry University 2008 — 2011
Bachelors of Science, Business, Finance and Technical Management, 3.9 G.P.A., Graduated Magna Cum Laude
California Department of Real Estate
Department of Real Estate, Salesperson License # 01797324 (Active), Real Estate
Cypress College 1991 — 1997
General Education, Advertising/Graphics Design, Pre-Medical
Cerritos High School
Diploma, College Prep
Stephen Honda Stephen Honda's Optima Tax Relief Experience 2014 - 2015
Job Attorney at Law
Industry
Experience
Self-Employed August 2006 - Present
Optima Tax Relief 2014 - 2015
Aon Hewitt June 2000 - August 2006
Accenture January 1999 - July 1999
Skills
E-commerce SEO, Contract Negotiation, Special Needs Trusts, Revocable Trusts, Website Development, Web Content, Web Marketing, Spanish-speaking, Microsoft Office, Database Administration, Legal Research, Legal Writing, SQL, SQL DB2, SDLC, Management, Outsourcing, Employment Law, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Databases, Employee Benefits
Education
Chapman University School of Law 2007 — 2011
Doctor of Law (JD), Law
Brigham Young University 1992 — 1998
Bachelor of Science (BS), Business Management with a Management Information Systems Emphasis, Marriott School of Management
Self-Employed August 2006 - Present
Optima Tax Relief 2014 - 2015
Aon Hewitt June 2000 - August 2006
Accenture January 1999 - July 1999
Skills
E-commerce SEO, Contract Negotiation, Special Needs Trusts, Revocable Trusts, Website Development, Web Content, Web Marketing, Spanish-speaking, Microsoft Office, Database Administration, Legal Research, Legal Writing, SQL, SQL DB2, SDLC, Management, Outsourcing, Employment Law, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Databases, Employee Benefits
Education
Chapman University School of Law 2007 — 2011
Doctor of Law (JD), Law
Brigham Young University 1992 — 1998
Bachelor of Science (BS), Business Management with a Management Information Systems Emphasis, Marriott School of Management
Steven M. Yonan Steven M. Yonan's Optima Tax Relief Experience 2013 - Present
Job Real Estate Finance, Tax, and Legal Professional
Industry Legal Services
Experience
Optima Tax Relief 2013 - Present
Law Office of Steven M. Yonan 2010 - 2012
Cenor Asset Management 2007 - 2009
EY 2007 - 2007
Sempra Energy 2005 - 2005
Cesari & McKenna, LLP 2004 - 2004
H&R Block Financial Advisors 2002 - 2002
Morgan Stanley 2001 - 2001
Apollo Real Estate Investment Fund IV: French Industrial Property Portfolio 2000 - 2001
LCL 1999 - 2000
Skills
Tax Law, Financial Analysis, Tax Audit Representation, Tax Relief, Tax Research, Real Estate Transactions, Commercial Real Estate, Real Estate Law, International Real..., Due Diligence, Intellectual Property, International Tax, Acquisitions, Mergers & Acquisitions
Education
University of San Diego School of Law 2006 — 2007
Master of Laws (LLM), Tax Law/Taxation
New England Law Boston 2003 — 2006
Juris Doctor (J.D.)
ENC Bessières (Paris, France) 1998 — 1999
Certificate in Financial Advisory Services
OCC 1996 — 1997
Certificate in Investment Management
Valparaiso University 1989 — 1993
Bachelor’s Degree
Optima Tax Relief 2013 - Present
Law Office of Steven M. Yonan 2010 - 2012
Cenor Asset Management 2007 - 2009
EY 2007 - 2007
Sempra Energy 2005 - 2005
Cesari & McKenna, LLP 2004 - 2004
H&R Block Financial Advisors 2002 - 2002
Morgan Stanley 2001 - 2001
Apollo Real Estate Investment Fund IV: French Industrial Property Portfolio 2000 - 2001
LCL 1999 - 2000
Skills
Tax Law, Financial Analysis, Tax Audit Representation, Tax Relief, Tax Research, Real Estate Transactions, Commercial Real Estate, Real Estate Law, International Real..., Due Diligence, Intellectual Property, International Tax, Acquisitions, Mergers & Acquisitions
Education
University of San Diego School of Law 2006 — 2007
Master of Laws (LLM), Tax Law/Taxation
New England Law Boston 2003 — 2006
Juris Doctor (J.D.)
ENC Bessières (Paris, France) 1998 — 1999
Certificate in Financial Advisory Services
OCC 1996 — 1997
Certificate in Investment Management
Valparaiso University 1989 — 1993
Bachelor’s Degree
Anthony Thanh Doan's Optima Tax Relief Experience 2008 - Present
Job VP of Information Technology at Optima Tax Relief
Industry Information Technology and Services
Experience
Optima Tax Relief 2008 - Present
Newport Corporation 2007 - 2008
Geologistics August 2005 - 2007
LendingPoint Capital Corp June 2004 - August 2005
University of California Irvine September 2003 - June 2004
Skills
Servers, Technical Support, Active Directory, Software Documentation, Troubleshooting, System Administration
Education
University of California, Irvine 2000 — 2004
Optima Tax Relief 2008 - Present
Newport Corporation 2007 - 2008
Geologistics August 2005 - 2007
LendingPoint Capital Corp June 2004 - August 2005
University of California Irvine September 2003 - June 2004
Skills
Servers, Technical Support, Active Directory, Software Documentation, Troubleshooting, System Administration
Education
University of California, Irvine 2000 — 2004
Gerber Ting's Optima Tax Relief Experience January 2015 - Present
Job Document Logistics at Optima Tax Relief
Industry Financial Services
Experience
Optima Tax Relief January 2015 - Present
Optima Tax Relief April 2013 - Present
Financial Relief Solution December 2010 - September 2012
Borders Books August 2007 - 2012
FC2 June 2010 - February 2011
Skills
Inventory Management, Inventory Control, Merchandising, Retail, Loss Prevention, Customer Service, Store Management, Visual Merchandising, Distribution Center..., Customer Satisfaction, Inventory, Microsoft Office, Sales
Education
Boston College 2006 — 2008
Bachelor's Degree, Fine/Studio Arts, General
Optima Tax Relief January 2015 - Present
Optima Tax Relief April 2013 - Present
Financial Relief Solution December 2010 - September 2012
Borders Books August 2007 - 2012
FC2 June 2010 - February 2011
Skills
Inventory Management, Inventory Control, Merchandising, Retail, Loss Prevention, Customer Service, Store Management, Visual Merchandising, Distribution Center..., Customer Satisfaction, Inventory, Microsoft Office, Sales
Education
Boston College 2006 — 2008
Bachelor's Degree, Fine/Studio Arts, General
Jamal Wright's Optima Tax Relief Experience June 2014 - Present
Job Tax Senior Associate at Optima Tax Relief
Industry Financial Services
Experience
Optima Tax Relief June 2014 - Present
High Rise Credit May 2013 - 2014
First Source Financial Management February 2010 - May 2013
DialAmerica Marketing 1999 - 1999
Education
Irvine Valley College
Business
Optima Tax Relief June 2014 - Present
High Rise Credit May 2013 - 2014
First Source Financial Management February 2010 - May 2013
DialAmerica Marketing 1999 - 1999
Education
Irvine Valley College
Business
Justin Baca's Optima Tax Relief Experience December 2013 - Present
Job at
Industry Financial Services
Experience
Optima Tax Relief December 2013 - Present
Kondaur Capital Corporation/Falkon Home Loans April 2009 - November 2013
Wescom Credit Union/CUSO Mortgage 2013 - 2013
LendingTree August 2006 - September 2007
Skills
Sales, REO, Short Sales, Foreclosures, Valuation, Due Diligence, Real Estate, Asset Management, FHA financing, Loss Mitigation, VA loans, Residential Mortgages, Refinance, FHA, Loan Origination, Mortgage Banking, Mortgage Lending, Loans
Education
California State University-Long Beach 2001 — 2005
Bachelor's degree, History
Orange Coast College 1998 — 2001
Associate of Arts (AA)
Optima Tax Relief December 2013 - Present
Kondaur Capital Corporation/Falkon Home Loans April 2009 - November 2013
Wescom Credit Union/CUSO Mortgage 2013 - 2013
LendingTree August 2006 - September 2007
Skills
Sales, REO, Short Sales, Foreclosures, Valuation, Due Diligence, Real Estate, Asset Management, FHA financing, Loss Mitigation, VA loans, Residential Mortgages, Refinance, FHA, Loan Origination, Mortgage Banking, Mortgage Lending, Loans
Education
California State University-Long Beach 2001 — 2005
Bachelor's degree, History
Orange Coast College 1998 — 2001
Associate of Arts (AA)