KeyBank since Apr 2013
Trust Officer
Palomar Pomerado Hospital Feb 2010 - Feb 2012
Volunteer
The Lawyer in Blue Jeans Group Jan 2010 - May 2010
Estate Planning/Trust Administration Paralegal
The Sydney Law Firm Jul 2008 - Sep 2009
Estate Planning/Trust Administration Paralegal
Cleveland Urology Associates Aug 2007 - Jul 2008
Administrator/Clerical
Education:
Tax Mama 2011 - 2011
License, Enrolled Agent Exam Review
California Secretary of State 2008 - 2008
Notary License, Notary Public
Queens College 1996 - 2001
B.A, Political Science
Skills:
Collaborative Problem Solving Staff Training Tax Estate Planning Tax Returns Trusts Business Planning Estate Administration Gift Tax Income Tax Wills Elder Law Powers of Attorney Tax Preparation Special Needs Planning Business Strategy
Interests:
new technology, reading, travelling, training, special project leads
Honor & Awards:
State of California Certificate of Recognition for Outstanding Volunteerism, and Exceptional Community Service