Plante & Moran
Industry: Management consulting services company
DescriptionPlante Moran is the 11th largest certified public accounting, professional services, and business advisory firm in the United States offering audit, accounting, tax, investment banking, wealth management, and business advisory consulting services. Headquarters: Michigan, United States Revenue: 626 million USD (2017) Founded: 20 January 1924 Type of business: Professional Limited Liability Company Subsidiaries: P&M Corporate Finance, LLC,
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Plante & Moran Employees
Employee
Years
Job
Industry
Adam Rujan Adam Rujan's Plante & Moran Experience 1988 - Present
Job Partner at Plante & Moran
Industry Management Consulting
Experience
Plante & Moran 1988 - Present
Skills
Government, Auditing, Management Consulting, Assurance, Process Improvement, Financial Reporting, SAS70, Consulting, Governance, Internal Controls, Business Process..., Internal Audit, Enterprise Risk..., IT Audit, Leadership, Management, Strategic Planning, Budgets, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
MBA
Wayne State University 1979 — 1984
Bachelor of Science (BS), Industrial Engineering
Plante & Moran 1988 - Present
Skills
Government, Auditing, Management Consulting, Assurance, Process Improvement, Financial Reporting, SAS70, Consulting, Governance, Internal Controls, Business Process..., Internal Audit, Enterprise Risk..., IT Audit, Leadership, Management, Strategic Planning, Budgets, Program Management
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
MBA
Wayne State University 1979 — 1984
Bachelor of Science (BS), Industrial Engineering
Igor Tarducci Igor Tarducci's Plante & Moran Experience January 1994 - June 1999
Job COO at Signal Restoration Services
Industry Real Estate
Experience
Signal Restoration Services July 2014 - Present
Tarducci Construction LLC June 2010 - July 2014
Northern Capital Corp (Northern Equities Group) July 1999 - May 2010
Plante & Moran January 1994 - June 1999
Skills
Accounting, Corporate Tax, Internal Controls, Due Diligence, Financial Analysis, CPA, Strategic Planning, Financial Reporting, Auditing, Tax Preparation, Financial Accounting, Tax, US GAAP, Budgets
Education
University of Michigan-Dearborn 1990 — 1995
BBA, Accounting
melvindale high school
melvindale high school
melvindale high school
melvindale high school
melvindale high school
melvindale high school
Signal Restoration Services July 2014 - Present
Tarducci Construction LLC June 2010 - July 2014
Northern Capital Corp (Northern Equities Group) July 1999 - May 2010
Plante & Moran January 1994 - June 1999
Skills
Accounting, Corporate Tax, Internal Controls, Due Diligence, Financial Analysis, CPA, Strategic Planning, Financial Reporting, Auditing, Tax Preparation, Financial Accounting, Tax, US GAAP, Budgets
Education
University of Michigan-Dearborn 1990 — 1995
BBA, Accounting
melvindale high school
melvindale high school
melvindale high school
melvindale high school
melvindale high school
melvindale high school
Brad Sargent, CPA/CFF, CFE, CFS, CrFA Brad Sargent, CPA/CFF, CFE, CFS, CrFA's Plante & Moran Experience 2004 - 2006
Job Managing Member, The Sargent Consulting Group, LLC
Industry Financial Services
Experience
The Sargent Consulting Group, LLC January 2009 - Present
Flossmoor Country Club April 2014 - Present
Illinois CPA Society March 2010 - March 2014
Illinois CPA Society June 2009 - March 2014
ICPAS May 2007 - May 2009
Stout Risius Ross 2006 - 2008
Plante & Moran 2004 - 2006
ACFEI 2004 - 2006
Skills
Forensic Accounting, Fraud, Forensic Analysis, CPA, Litigation Support, Due Diligence, Financial Analysis, Financial Reporting, Internal Controls, Operational Analysis, Expert Witness, Business Valuation, Company Valuation, Damage Assessment, Accounting, Computer Forensics, Management, Leadership, Finance, Internal Investigations, Corporate Governance, Restructuring, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
University of Illinois at Chicago 1997 — 1999
BS, Accounting
Lake Forest High School
The Sargent Consulting Group, LLC January 2009 - Present
Flossmoor Country Club April 2014 - Present
Illinois CPA Society March 2010 - March 2014
Illinois CPA Society June 2009 - March 2014
ICPAS May 2007 - May 2009
Stout Risius Ross 2006 - 2008
Plante & Moran 2004 - 2006
ACFEI 2004 - 2006
Skills
Forensic Accounting, Fraud, Forensic Analysis, CPA, Litigation Support, Due Diligence, Financial Analysis, Financial Reporting, Internal Controls, Operational Analysis, Expert Witness, Business Valuation, Company Valuation, Damage Assessment, Accounting, Computer Forensics, Management, Leadership, Finance, Internal Investigations, Corporate Governance, Restructuring, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
University of Illinois at Chicago 1997 — 1999
BS, Accounting
Lake Forest High School
Wendy Kretschmer Wendy Kretschmer's Plante & Moran Experience January 1996 - October 1998
Job CFO, FINOP
Industry Investment Banking
Experience
Investment Banking & Brokerage Firm in Century City April 2008 - Present
Accounting Perfectionists January 2006 - April 2008
The Robison Group June 2005 - July 2006
Sallan, Nemes, Lyman & Strakovits CPAs 2004 - 2005
Nation Smith Hermes Diamond 2000 - 2002
PricewaterhouseCoopers December 1998 - October 1999
Plante & Moran January 1996 - October 1998
Skills
Financial Analysis, Finance, Internal Audit, Auditing, Financial Accounting, Marketing Strategy, Financial Reporting, Cash Management, Internal Controls, Forecasting, Cash Flow, Tax, Investments, Financial Statements
Education
Wayne State University 1993 — 1997
University of Michigan 1990 — 1993
Investment Banking & Brokerage Firm in Century City April 2008 - Present
Accounting Perfectionists January 2006 - April 2008
The Robison Group June 2005 - July 2006
Sallan, Nemes, Lyman & Strakovits CPAs 2004 - 2005
Nation Smith Hermes Diamond 2000 - 2002
PricewaterhouseCoopers December 1998 - October 1999
Plante & Moran January 1996 - October 1998
Skills
Financial Analysis, Finance, Internal Audit, Auditing, Financial Accounting, Marketing Strategy, Financial Reporting, Cash Management, Internal Controls, Forecasting, Cash Flow, Tax, Investments, Financial Statements
Education
Wayne State University 1993 — 1997
University of Michigan 1990 — 1993
Matthew Koch, CPA Matthew Koch, CPA's Plante & Moran Experience September 2008 - February 2010
Job Corporate and Tax Attorney at McBrayer McGinnis Leslie and Kirkland
Industry Law Practice
Experience
McBrayer McGinnis Leslie and Kirkland January 2014 - Present
Lexmark International, Inc. April 2013 - January 2014
Ernst & Young September 2011 - April 2013
Blue & Co., LLC February 2010 - September 2011
Plante & Moran September 2008 - February 2010
Kaplan July 2006 - August 2008
Penn, Stuart & Eskridge May 2007 - August 2007
Legal Aid of the Bluegrass May 2006 - May 2007
Skills
Tax, Accounting, Internal Controls, Corporate Tax, Financial Reporting, CPA, Income Tax, Financial Analysis, Tax Research, Due Diligence, Financial Accounting, International Tax, Transfer Pricing, Tax Accounting, GAAP, Finance, Mergers & Acquisitions
Education
University of Kentucky College of Law 2005 — 2008
JD, Law
University of Virginia 2001 — 2005
BA, Economics
McBrayer McGinnis Leslie and Kirkland January 2014 - Present
Lexmark International, Inc. April 2013 - January 2014
Ernst & Young September 2011 - April 2013
Blue & Co., LLC February 2010 - September 2011
Plante & Moran September 2008 - February 2010
Kaplan July 2006 - August 2008
Penn, Stuart & Eskridge May 2007 - August 2007
Legal Aid of the Bluegrass May 2006 - May 2007
Skills
Tax, Accounting, Internal Controls, Corporate Tax, Financial Reporting, CPA, Income Tax, Financial Analysis, Tax Research, Due Diligence, Financial Accounting, International Tax, Transfer Pricing, Tax Accounting, GAAP, Finance, Mergers & Acquisitions
Education
University of Kentucky College of Law 2005 — 2008
JD, Law
University of Virginia 2001 — 2005
BA, Economics
Michelle Watterworth Michelle Watterworth's Plante & Moran Experience July 1991 - Present
Job Partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran July 1991 - Present
Skills
CPA, Internal Controls, Auditing, Assurance, Accounting, Financial Reporting, US GAAP, Financial Accounting, External Audit, Tax Accounting, Partnership Taxation, GAAP, Financial Analysis, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Business Administration, Summa Cum Laude
Plante & Moran July 1991 - Present
Skills
CPA, Internal Controls, Auditing, Assurance, Accounting, Financial Reporting, US GAAP, Financial Accounting, External Audit, Tax Accounting, Partnership Taxation, GAAP, Financial Analysis, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Business Administration, Summa Cum Laude
Dean Chmiel Dean Chmiel's Plante & Moran Experience July 1988 - July 1995
Job Finance Manager at New World Systems Corporation
Industry Computer Software
Experience
New World Systems Corporation October 2012 - Present
Recellular, Inc. December 2010 - June 2012
Accretech July 2000 - October 2010
Accretech USA July 2000 - October 2010
Roush Fenway Racing August 1995 - December 1999
Plante & Moran July 1988 - July 1995
Education
Walsh College 1990 — 1993
MST, Taxation
University of Michigan-Dearborn 1981 — 1985
BBA, Accountant
New World Systems Corporation October 2012 - Present
Recellular, Inc. December 2010 - June 2012
Accretech July 2000 - October 2010
Accretech USA July 2000 - October 2010
Roush Fenway Racing August 1995 - December 1999
Plante & Moran July 1988 - July 1995
Education
Walsh College 1990 — 1993
MST, Taxation
University of Michigan-Dearborn 1981 — 1985
BBA, Accountant
Damian Zikakis Damian Zikakis's Plante & Moran Experience 2001 - 2003
Job Director, Career Services Michigan Ross. President, MBA CSEA. Follow me @dzikakis
Industry Higher Education
Experience
University of Michigan Ross School of Business September 2010 - Present
MBA Career Services & Employer Alliance July 2012 - Present
Boyden August 2003 - September 2010
Plante & Moran 2001 - 2003
Coach U 1999 - 2001
Various companies 1986 - 2001
Price Waterhouse August 1979 - October 1986
Skills
Career Counseling, Recruiting, Career Development, Career Management, Executive Search, Job Search, Resume Writing, Business Networking, Leadership Development, Executive Coaching, Interviews, Leadership, Job Search Strategies, Networking, Coaching, Personal Branding, Personal Development, Staff Development, Career Advising, Professional Networking
Education
University of Michigan 1975 — 1979
BBA, with distinction
University of Michigan Ross School of Business September 2010 - Present
MBA Career Services & Employer Alliance July 2012 - Present
Boyden August 2003 - September 2010
Plante & Moran 2001 - 2003
Coach U 1999 - 2001
Various companies 1986 - 2001
Price Waterhouse August 1979 - October 1986
Skills
Career Counseling, Recruiting, Career Development, Career Management, Executive Search, Job Search, Resume Writing, Business Networking, Leadership Development, Executive Coaching, Interviews, Leadership, Job Search Strategies, Networking, Coaching, Personal Branding, Personal Development, Staff Development, Career Advising, Professional Networking
Education
University of Michigan 1975 — 1979
BBA, with distinction
Eric Greenwald Eric Greenwald's Plante & Moran Experience November 1992 - October 1996
Job Seeking Opportunities
Industry Financial Services
Experience
Primus Electronics 1985 - Present
American Appraisal Associates May 2013 - April 2015
KPMG January 1998 - April 2013
McGladrey & Pullen October 1996 - December 1997
RSM McGladrey 1996 - 1997
Plante & Moran November 1992 - October 1996
Skills
Business Valuation, Financial Reporting, Valuation, Financial Modeling, Financial Analysis, Accounting, SEC filings, Intangible Assets, Due Diligence, Corporate Finance, US GAAP, Purchase Price..., Mergers, Private Equity, Restructuring, SEC Filings, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1992
MBA, Accounting
University of Iowa 1987 — 1989
BBA, Finance
University of Southern California 1985 — 1987
Primus Electronics 1985 - Present
American Appraisal Associates May 2013 - April 2015
KPMG January 1998 - April 2013
McGladrey & Pullen October 1996 - December 1997
RSM McGladrey 1996 - 1997
Plante & Moran November 1992 - October 1996
Skills
Business Valuation, Financial Reporting, Valuation, Financial Modeling, Financial Analysis, Accounting, SEC filings, Intangible Assets, Due Diligence, Corporate Finance, US GAAP, Purchase Price..., Mergers, Private Equity, Restructuring, SEC Filings, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1992
MBA, Accounting
University of Iowa 1987 — 1989
BBA, Finance
University of Southern California 1985 — 1987
GianFranco Delbene GianFranco Delbene's Plante & Moran Experience August 2003 - Present
Job Associate, CPA at Plante & Moran
Industry Accounting
Experience
Plante & Moran August 2003 - Present
Ideal Group May 2001 - May 2003
Skills
Accounting, Tax, CPA, Financial Reporting, GAAP, Financial Analysis, Internal Controls, Financial Accounting, Tax Preparation, Auditing, Corporate Tax, US GAAP, Employee Benefits
Education
University of Michigan-Dearborn 2000 — 2003
BBA, Accounting
Plante & Moran August 2003 - Present
Ideal Group May 2001 - May 2003
Skills
Accounting, Tax, CPA, Financial Reporting, GAAP, Financial Analysis, Internal Controls, Financial Accounting, Tax Preparation, Auditing, Corporate Tax, US GAAP, Employee Benefits
Education
University of Michigan-Dearborn 2000 — 2003
BBA, Accounting
Dan J Burns Dan J Burns's Plante & Moran Experience 1990 - 1992
Job Account Executive at BS&A Software
Industry Information Technology and Services
Experience
BS&A Software February 2011 - Present
Iron Mountain January 2010 - March 2011
ADP 1992 - 2009
Aston Business Solutions 2002 - 2003
Plante & Moran 1990 - 1992
Ernst & Young 1986 - 1990
Skills
Sales, Business Development, Negotiation, Relationship Management, Leadership, Teamwork, Solution Selling, Salesforce.com, Sales Process, SaaS, Cold Calling, Account Management, Direct Sales, Sales Management, New Business Development, Enterprise Software, Complex Sales, B2B, Sales Presentations, Sales Operations, Entrepreneurship, Time Management, Strategy, Executive Management, Management, Strategic Partnerships, Lead Generation, Recruiting, Selling, CRM, Training, Software Industry, Customer Retention, Professional Services, Team Leadership, ADP Payroll, Building Relationships, Cloud Computing, Team Building, Channel Partners
Education
University of Michigan-Dearborn
BBA, Professional Accounting
BS&A Software February 2011 - Present
Iron Mountain January 2010 - March 2011
ADP 1992 - 2009
Aston Business Solutions 2002 - 2003
Plante & Moran 1990 - 1992
Ernst & Young 1986 - 1990
Skills
Sales, Business Development, Negotiation, Relationship Management, Leadership, Teamwork, Solution Selling, Salesforce.com, Sales Process, SaaS, Cold Calling, Account Management, Direct Sales, Sales Management, New Business Development, Enterprise Software, Complex Sales, B2B, Sales Presentations, Sales Operations, Entrepreneurship, Time Management, Strategy, Executive Management, Management, Strategic Partnerships, Lead Generation, Recruiting, Selling, CRM, Training, Software Industry, Customer Retention, Professional Services, Team Leadership, ADP Payroll, Building Relationships, Cloud Computing, Team Building, Channel Partners
Education
University of Michigan-Dearborn
BBA, Professional Accounting
Elliott Broderick Elliott Broderick's Plante & Moran Experience October 1984 - March 1991
Job Chief Operating Officer at UCC Management Co.
Industry Real Estate
Experience
UCC Management Co. September 2014 - Present
CORE Partners May 2014 - Present
UC Investments Group January 2009 - Present
Eaglestone Realty Advisors LLC October 2003 - Present
Marcus & Millichap January 2012 - May 2014
Lifestyle Lift Companies March 2006 - November 2008
Malan Realty Investors, Inc March 1991 - September 2003
Plante & Moran October 1984 - March 1991
Purdy, Donovan & Beal December 1981 - October 1984
Amerisure Insurance (formerly Michigan Mutual Insurance Company) June 1980 - December 1981
Education
Walsh College 1980 — 1984
M.S., Taxation
University of Detroit Mercy 1976 — 1980
BS, Accounting
UCC Management Co. September 2014 - Present
CORE Partners May 2014 - Present
UC Investments Group January 2009 - Present
Eaglestone Realty Advisors LLC October 2003 - Present
Marcus & Millichap January 2012 - May 2014
Lifestyle Lift Companies March 2006 - November 2008
Malan Realty Investors, Inc March 1991 - September 2003
Plante & Moran October 1984 - March 1991
Purdy, Donovan & Beal December 1981 - October 1984
Amerisure Insurance (formerly Michigan Mutual Insurance Company) June 1980 - December 1981
Education
Walsh College 1980 — 1984
M.S., Taxation
University of Detroit Mercy 1976 — 1980
BS, Accounting
Kurt Kuczora, CPA's Plante & Moran Experience May 2011 - January 2014
Job Supervisor, Tax Controversy at ITW
Industry Accounting
Experience
ITW January 2014 - Present
Plante & Moran May 2011 - January 2014
Plante & Moran, PLLC August 2008 - April 2011
Skills
CPA, Tax, Financial Reporting, Accounting, US GAAP, Financial Accounting, Assurance, Corporate Tax, Tax Preparation, Financial Statements, Financial Analysis, GAAP, Auditing
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master in Accounting Science, Graduate Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor in Accounting Science
Naperville Central High School 1999 — 2003
ITW January 2014 - Present
Plante & Moran May 2011 - January 2014
Plante & Moran, PLLC August 2008 - April 2011
Skills
CPA, Tax, Financial Reporting, Accounting, US GAAP, Financial Accounting, Assurance, Corporate Tax, Tax Preparation, Financial Statements, Financial Analysis, GAAP, Auditing
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master in Accounting Science, Graduate Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor in Accounting Science
Naperville Central High School 1999 — 2003
Angela Rhode Angela Rhode's Plante & Moran Experience 1998 - 2009
Job Senior Tax Manager at Ballard & Van Fleteren, CPA's
Industry Accounting
Experience
Ballard & Van Fleteren, CPA's January 2012 - Present
Mrasek and Associates, P.C. October 2009 - January 2012
Plante & Moran 1998 - 2009
Skills
Partnership Taxation, Tax Research, S Corporations, GAAP, ProSystem fx Tax, CPA, Tax Preparation, Tax Accounting, Corporate Tax, Tax Returns, Tax Law, Income Tax, Assurance, US GAAP, Tax
Education
University of Michigan-Flint 1987 — 1991
Bachelor of Business Administration, Accounting
Ballard & Van Fleteren, CPA's January 2012 - Present
Mrasek and Associates, P.C. October 2009 - January 2012
Plante & Moran 1998 - 2009
Skills
Partnership Taxation, Tax Research, S Corporations, GAAP, ProSystem fx Tax, CPA, Tax Preparation, Tax Accounting, Corporate Tax, Tax Returns, Tax Law, Income Tax, Assurance, US GAAP, Tax
Education
University of Michigan-Flint 1987 — 1991
Bachelor of Business Administration, Accounting
Linda Cannon, CPA Linda Cannon, CPA's Plante & Moran Experience July 1990 - December 2009
Job at Palumbo Management, LLC
Industry Accounting
Experience
Palumbo Management, LLC January 2010 - Present
Plante & Moran July 1990 - December 2009
Gleeson, Sklar 1990 - 2000
Thomas Havey & Company 1987 - 1990
Skills
CPA, Tax Advisory, Tax Research, Corporate Tax, Tax, Tax Preparation, Partnership Taxation, Tax Accounting
Education
University of Illinois at Chicago 1984 — 1986
Bachelors of Science, Accounting
Palumbo Management, LLC January 2010 - Present
Plante & Moran July 1990 - December 2009
Gleeson, Sklar 1990 - 2000
Thomas Havey & Company 1987 - 1990
Skills
CPA, Tax Advisory, Tax Research, Corporate Tax, Tax, Tax Preparation, Partnership Taxation, Tax Accounting
Education
University of Illinois at Chicago 1984 — 1986
Bachelors of Science, Accounting
David Jeup David Jeup's Plante & Moran Experience 1986 - 1995
Job Managing Director, TransCorp Advisors llc, Author Corporate Migration Report
Industry Management Consulting
Experience
TransCorp Advisors 2008 - Present
UGL Equis 2005 - 2008
KPMG 2002 - 2005
Junior Achievement of Southeastern Michigan 1995 - 2005
Michigan Economic Development Corporation 2000 - 2002
TransCorp Advisors 1995 - 2000
Plante & Moran 1986 - 1995
Skills
Economic Development, Financial Analysis, Mergers, Strategic Planning, Management Consulting, Financial Modeling, Business Strategy, Economics, Managerial Finance, Due Diligence, Financial Reporting, Corporate Finance, Business Planning, Venture Capital, Finance, Budgets, Start-ups, Entrepreneurship, Investments, Business Development, Strategy, Negotiation, Mergers & Acquisitions, Analysis, Small Business, Tax, Strategic Financial..., Private Equity, Restructuring, Asset Management, Valuation, Real Estate, Business Valuation, Executive Management, Corporate Tax, Management, Risk Management, Portfolio Management, Program Management, Acquisitions, Auditing, Accounting, Real Estate Transactions, Consulting, State Tax, Commercial Real Estate, Contract Negotiation, Project Finance, Corporate Development, Real Estate Economics
Education
University of Detroit Mercy 1984 — 1986
Finance, B-School
University of Michigan 1981 — 1985
Economics
Notre Dame - Marist Order 1977 — 1981
TransCorp Advisors 2008 - Present
UGL Equis 2005 - 2008
KPMG 2002 - 2005
Junior Achievement of Southeastern Michigan 1995 - 2005
Michigan Economic Development Corporation 2000 - 2002
TransCorp Advisors 1995 - 2000
Plante & Moran 1986 - 1995
Skills
Economic Development, Financial Analysis, Mergers, Strategic Planning, Management Consulting, Financial Modeling, Business Strategy, Economics, Managerial Finance, Due Diligence, Financial Reporting, Corporate Finance, Business Planning, Venture Capital, Finance, Budgets, Start-ups, Entrepreneurship, Investments, Business Development, Strategy, Negotiation, Mergers & Acquisitions, Analysis, Small Business, Tax, Strategic Financial..., Private Equity, Restructuring, Asset Management, Valuation, Real Estate, Business Valuation, Executive Management, Corporate Tax, Management, Risk Management, Portfolio Management, Program Management, Acquisitions, Auditing, Accounting, Real Estate Transactions, Consulting, State Tax, Commercial Real Estate, Contract Negotiation, Project Finance, Corporate Development, Real Estate Economics
Education
University of Detroit Mercy 1984 — 1986
Finance, B-School
University of Michigan 1981 — 1985
Economics
Notre Dame - Marist Order 1977 — 1981
Chad Lorenz Chad Lorenz's Plante & Moran Experience July 2008 - September 2009
Job Sales Engineer at Bay Motor Products
Industry Renewables & Environment
Experience
Bay Motor Products August 2014 - Present
Cone Drive Operations, Inc. September 2011 - August 2014
Plante & Moran July 2008 - September 2009
Nalco 2006 - 2007
Intermet Corporation January 2004 - June 2006
OG Technologies, Inc. 2000 - 2004
Skills
Manufacturing, Product Development, New Business Development, Leadership, Engineering, Negotiation, Automotive, Sales Operations, Supply Chain, Purchasing, Engineering Management, Continuous Improvement, Lean Manufacturing, Sales, Contract Negotiation, Strategic Sourcing, CRM
Education
University of Michigan 1995 — 2000
BS, Mechanical Engineering
Traverse City Senior High School 1989 — 1993
Bay Motor Products August 2014 - Present
Cone Drive Operations, Inc. September 2011 - August 2014
Plante & Moran July 2008 - September 2009
Nalco 2006 - 2007
Intermet Corporation January 2004 - June 2006
OG Technologies, Inc. 2000 - 2004
Skills
Manufacturing, Product Development, New Business Development, Leadership, Engineering, Negotiation, Automotive, Sales Operations, Supply Chain, Purchasing, Engineering Management, Continuous Improvement, Lean Manufacturing, Sales, Contract Negotiation, Strategic Sourcing, CRM
Education
University of Michigan 1995 — 2000
BS, Mechanical Engineering
Traverse City Senior High School 1989 — 1993
Rick Berg's Plante & Moran Experience 1995 - 1998
Job Executive Search Leader at Humana
Industry Health, Wellness and Fitness
Experience
Humana December 2010 - Present
Furst Group January 2007 - December 2010
UnitedHealth Group May 2004 - September 2006
Gearworks November 2000 - April 2004
techies.com June 1999 - November 2000
General Motors Corporation 1998 - 1999
Plante & Moran 1995 - 1998
EDS / Perot Systems 1985 - 1995
Education
University of Minnesota-Twin Cities
BS
University of Saint Thomas
MA
Humana December 2010 - Present
Furst Group January 2007 - December 2010
UnitedHealth Group May 2004 - September 2006
Gearworks November 2000 - April 2004
techies.com June 1999 - November 2000
General Motors Corporation 1998 - 1999
Plante & Moran 1995 - 1998
EDS / Perot Systems 1985 - 1995
Education
University of Minnesota-Twin Cities
BS
University of Saint Thomas
MA
Amy Cell Amy Cell's Plante & Moran Experience May 1990 - August 1993
Job Consultant at Amy Cell LLC
Industry Human Resources
Experience
Amy Cell LLC March 2015 - Present
Michigan Economic Development Corporation January 2011 - March 2015
Ann Arbor SPARK February 2008 - January 2011
Ann Arbor SPARK August 2006 - January 2008
Ross School of Business September 2004 - July 2006
Applied Biosystems December 2003 - June 2004
SRI International 2001 - 2002
Ford Motor Company May 1995 - May 2001
Plante & Moran May 1990 - August 1993
Skills
Human Resources, Organizational..., Recruiting, Training, Talent Management, Talent Acquisition, Organizational Talent, Talent Developer, Talent Intelligence, Workforce Planning, Workforce Management, Workforce Development, Workforce Performance, Workforce Education, Strategic Planning, Leadership, Process Improvement, Entrepreneurship, Coaching, Business Development, Start-ups, Leadership Development, Employee Benefits, Management, Venture Capital, Change Management, Employee Relations, Non-profits, Team Building, Public Speaking, Business Planning, Marketing, Project Planning, New Business Development, Project Management, Program Management, Analysis, Marketing Strategy, Fundraising, Performance Management, Strategy, Management Consulting, Cross-functional Team..., Customer Service, Team Leadership, Policy, Budgets, Negotiation, Business Strategy, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA
University of Michigan 1987 — 1991
BBA, Accounting
Amy Cell LLC March 2015 - Present
Michigan Economic Development Corporation January 2011 - March 2015
Ann Arbor SPARK February 2008 - January 2011
Ann Arbor SPARK August 2006 - January 2008
Ross School of Business September 2004 - July 2006
Applied Biosystems December 2003 - June 2004
SRI International 2001 - 2002
Ford Motor Company May 1995 - May 2001
Plante & Moran May 1990 - August 1993
Skills
Human Resources, Organizational..., Recruiting, Training, Talent Management, Talent Acquisition, Organizational Talent, Talent Developer, Talent Intelligence, Workforce Planning, Workforce Management, Workforce Development, Workforce Performance, Workforce Education, Strategic Planning, Leadership, Process Improvement, Entrepreneurship, Coaching, Business Development, Start-ups, Leadership Development, Employee Benefits, Management, Venture Capital, Change Management, Employee Relations, Non-profits, Team Building, Public Speaking, Business Planning, Marketing, Project Planning, New Business Development, Project Management, Program Management, Analysis, Marketing Strategy, Fundraising, Performance Management, Strategy, Management Consulting, Cross-functional Team..., Customer Service, Team Leadership, Policy, Budgets, Negotiation, Business Strategy, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA
University of Michigan 1987 — 1991
BBA, Accounting
Kevin Suksi Kevin Suksi's Plante & Moran Experience January 2000 - April 2002
Job Career opportunities for top performing CPAs. Audit, Tax, Finance, and Accounting.
Industry Accounting
Experience
Orion Solutions Group October 2012 - Present
Talent Partners April 2012 - October 2012
Accretive Solutions April 2002 - April 2012
Plante & Moran January 2000 - April 2002
Skills
Accounting, Auditing, Internal Audit, Executive Search, Recruiting, Career Management, Career Opportunities, Succession Planning, Business Development, Financial Reporting, College Recruiting, Sarbanes-Oxley, Human Resources, Temporary Placement, Internal Controls, Employee Relations, Management Consulting, Change Management, Permanent Placement, Sarbanes-Oxley Act, Mergers & Acquisitions, Cost Accounting, Tax, GAAP, Leadership, Executive Management, Financial Analysis, US GAAP, Project Planning, Sourcing, PeopleSoft, Financial Accounting, Process Improvement, Applicant Tracking..., Consulting, Talent Management, Business Process..., Talent Acquisition, Finance, Operations Management, Technical Recruiting, Budgets, Financial Services, Internet Recruiting, Contract Recruitment, Staffing Services, Forecasting, Strategic Financial..., Information Technology, Benefits Negotiation
Education
University of Michigan - Dearborn 1995 — 1999
Bachelor's Degree, Accounting
Orion Solutions Group October 2012 - Present
Talent Partners April 2012 - October 2012
Accretive Solutions April 2002 - April 2012
Plante & Moran January 2000 - April 2002
Skills
Accounting, Auditing, Internal Audit, Executive Search, Recruiting, Career Management, Career Opportunities, Succession Planning, Business Development, Financial Reporting, College Recruiting, Sarbanes-Oxley, Human Resources, Temporary Placement, Internal Controls, Employee Relations, Management Consulting, Change Management, Permanent Placement, Sarbanes-Oxley Act, Mergers & Acquisitions, Cost Accounting, Tax, GAAP, Leadership, Executive Management, Financial Analysis, US GAAP, Project Planning, Sourcing, PeopleSoft, Financial Accounting, Process Improvement, Applicant Tracking..., Consulting, Talent Management, Business Process..., Talent Acquisition, Finance, Operations Management, Technical Recruiting, Budgets, Financial Services, Internet Recruiting, Contract Recruitment, Staffing Services, Forecasting, Strategic Financial..., Information Technology, Benefits Negotiation
Education
University of Michigan - Dearborn 1995 — 1999
Bachelor's Degree, Accounting
Anson Ho, MBA Anson Ho, MBA's Plante & Moran Experience 2006 - 2010
Job Senior Accountant at Wayne State University
Industry Accounting
Experience
Wayne State University 2010 - Present
Plante & Moran 2006 - 2010
Masco Corporation September 2004 - December 2004
Ernst & Young May 2004 - August 2004
University of Michigan September 2002 - December 2002
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Tax, Financial Accounting, Financial Analysis, General Ledger, QuickBooks, GAAP, Data Analysis, CPA, SEC filings, Financial Statements, Internal Audit, Financial Modeling, Assurance, Sarbanes-Oxley, Accounts Payable, Due Diligence, Accounts Receivable
Education
Wayne State University 2013 — 2015
Master of Business Administration (MBA), Information Systems
University of Michigan-Dearborn 2000 — 2005
BBA, Accounting
Wayne State University 2010 - Present
Plante & Moran 2006 - 2010
Masco Corporation September 2004 - December 2004
Ernst & Young May 2004 - August 2004
University of Michigan September 2002 - December 2002
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Tax, Financial Accounting, Financial Analysis, General Ledger, QuickBooks, GAAP, Data Analysis, CPA, SEC filings, Financial Statements, Internal Audit, Financial Modeling, Assurance, Sarbanes-Oxley, Accounts Payable, Due Diligence, Accounts Receivable
Education
Wayne State University 2013 — 2015
Master of Business Administration (MBA), Information Systems
University of Michigan-Dearborn 2000 — 2005
BBA, Accounting
Marc Doerr, CPA Marc Doerr, CPA's Plante & Moran Experience August 2006 - December 2011
Job Plante & Moran, PLLC
Industry Accounting
Experience
Plante Moran January 2012 - January 2014
Plante & Moran August 2006 - December 2011
HNOW May 2004 - October 2005
Skills
GAAP, Tax Returns, SEC filings, Assurance, Accounting, US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Risk Management, General Ledger, Financial Analysis, Accounts Payable, Internal Audit
Education
University of Illinois at Chicago 2005 — 2006
Master of Science, Accounting
University of Illinois at Chicago 1999 — 2004
Bachelor of Science, Accounting
FLA
Plante Moran January 2012 - January 2014
Plante & Moran August 2006 - December 2011
HNOW May 2004 - October 2005
Skills
GAAP, Tax Returns, SEC filings, Assurance, Accounting, US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Risk Management, General Ledger, Financial Analysis, Accounts Payable, Internal Audit
Education
University of Illinois at Chicago 2005 — 2006
Master of Science, Accounting
University of Illinois at Chicago 1999 — 2004
Bachelor of Science, Accounting
FLA
Christine Andrysiak's Plante & Moran Experience March 1999 - August 2013
Job President and CEO at KC Squared, LLC
Industry Management Consulting
Experience
Kcsquared, LLC August 2013 - Present
Plante & Moran March 1999 - August 2013
blue cross blue shield of michigan 1992 - 1999
Skills
Operational Excellence, Business Process..., Government Operations, Business Process..., Business Process, Business Process..., Strategic Planning, Operations Management, Process Improvement, Strategy, Management Consulting, Program Management, Entrepreneurship, Change Management, Mergers & Acquisitions, Nonprofits, Consulting, Business Strategy, Leadership, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
MBA, Operations, High Distinction
University of Michigan 1986 — 1991
BSIOE, Industrial Engineering
Lutheran High Northwest
College Prep, Valedictorian
Lutheran High Northwest
Lutheran High Northwest
Kcsquared, LLC August 2013 - Present
Plante & Moran March 1999 - August 2013
blue cross blue shield of michigan 1992 - 1999
Skills
Operational Excellence, Business Process..., Government Operations, Business Process..., Business Process, Business Process..., Strategic Planning, Operations Management, Process Improvement, Strategy, Management Consulting, Program Management, Entrepreneurship, Change Management, Mergers & Acquisitions, Nonprofits, Consulting, Business Strategy, Leadership, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
MBA, Operations, High Distinction
University of Michigan 1986 — 1991
BSIOE, Industrial Engineering
Lutheran High Northwest
College Prep, Valedictorian
Lutheran High Northwest
Lutheran High Northwest
David Reynolds, CPA David Reynolds, CPA's Plante & Moran Experience August 2004 - April 2009
Job Manager, Accounting for Income Taxes at Cooper Tire & Rubber Company
Industry Accounting
Experience
Cooper Tire & Rubber Company February 2014 - Present
A. Schulman, Inc. October 2011 - February 2014
Grant Thornton LLP January 2011 - October 2011
Danaher May 2009 - January 2011
Plante & Moran August 2004 - April 2009
Gomersall & Associates, Inc. 1995 - 2004
Skills
Due Diligence, Depreciation, Tax, Corporate Tax, Mergers, Tax Law, Financial Reporting, Sarbanes-Oxley Act, Accounting, Tax Accounting, CPA, Auditing, Forecasting, US GAAP, Restructuring, Mergers & Acquisitions, Financial Planners, Income Tax
Education
University of Detroit Mercy 1987 — 1991
B.S., Accounting
Cooper Tire & Rubber Company February 2014 - Present
A. Schulman, Inc. October 2011 - February 2014
Grant Thornton LLP January 2011 - October 2011
Danaher May 2009 - January 2011
Plante & Moran August 2004 - April 2009
Gomersall & Associates, Inc. 1995 - 2004
Skills
Due Diligence, Depreciation, Tax, Corporate Tax, Mergers, Tax Law, Financial Reporting, Sarbanes-Oxley Act, Accounting, Tax Accounting, CPA, Auditing, Forecasting, US GAAP, Restructuring, Mergers & Acquisitions, Financial Planners, Income Tax
Education
University of Detroit Mercy 1987 — 1991
B.S., Accounting
Missy McDonald Missy McDonald's Plante & Moran Experience 1994 - 1996
Job Helping experienced tax professionals realize their career potential & leading referral program channel at PwC
Industry Accounting
Experience
PwC February 2011 - Present
Sherpa LLC October 2001 - February 2011
RHI 1999 - 2001
Aramark Educational Services 1996 - 1999
Plante & Moran 1994 - 1996
Skills
Recruiting, Training, Resume Writing, Networking, Interviews, Process Improvement, Consulting, Strategic Planning, Project Management, Team Building, Leadership, New Business Development, Talent Acquisition, Performance Management, Human Resources, Management, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Accounting
PwC February 2011 - Present
Sherpa LLC October 2001 - February 2011
RHI 1999 - 2001
Aramark Educational Services 1996 - 1999
Plante & Moran 1994 - 1996
Skills
Recruiting, Training, Resume Writing, Networking, Interviews, Process Improvement, Consulting, Strategic Planning, Project Management, Team Building, Leadership, New Business Development, Talent Acquisition, Performance Management, Human Resources, Management, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Accounting
Michael Fee Michael Fee's Plante & Moran Experience January 1999 - May 2007
Job Experienced Finance and Operations Executive
Industry Management Consulting
Experience
Trailhead Advisory 2009 - Present
Soigneur Products LLC 2009 - Present
Goodwill Industries of Greater Grand Rapids, Inc. 2007 - 2009
Plante & Moran January 1999 - May 2007
Skybus Airlines 2006 - April 2007
In The Image 2001 - March 2007
Einstein Noah Bagel Corp. July 1995 - January 1999
Blockbuster Entertainment 1994 - 1995
Andersen Consulting 1990 - 1992
Skills
Mergers, Restructuring, Business Planning, Management Consulting, Financial Analysis, Due Diligence, Cash Management, Budgeting, Problem Solving, Start-ups, Accounting, Excel, Forecasting, Financial Modeling, Business Analysis, Process Improvement, Leadership, Auditing, Mergers & Acquisitions, Business Development, Executive Management, Budgets, Finance, Business Strategy, Strategy, Business Process, Strategic Planning, Change Management, Project Planning, Microsoft Excel, Consulting, Team Building, Business Process..., Cash Flow, Business Valuation, Risk Management, Enterprise Software, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance and Strategy
University of Michigan - College of Engineering 1986 — 1990
BS IOE, Industrial and Operations Engineering
Trailhead Advisory 2009 - Present
Soigneur Products LLC 2009 - Present
Goodwill Industries of Greater Grand Rapids, Inc. 2007 - 2009
Plante & Moran January 1999 - May 2007
Skybus Airlines 2006 - April 2007
In The Image 2001 - March 2007
Einstein Noah Bagel Corp. July 1995 - January 1999
Blockbuster Entertainment 1994 - 1995
Andersen Consulting 1990 - 1992
Skills
Mergers, Restructuring, Business Planning, Management Consulting, Financial Analysis, Due Diligence, Cash Management, Budgeting, Problem Solving, Start-ups, Accounting, Excel, Forecasting, Financial Modeling, Business Analysis, Process Improvement, Leadership, Auditing, Mergers & Acquisitions, Business Development, Executive Management, Budgets, Finance, Business Strategy, Strategy, Business Process, Strategic Planning, Change Management, Project Planning, Microsoft Excel, Consulting, Team Building, Business Process..., Cash Flow, Business Valuation, Risk Management, Enterprise Software, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance and Strategy
University of Michigan - College of Engineering 1986 — 1990
BS IOE, Industrial and Operations Engineering
Eric Wydra Eric Wydra's Plante & Moran Experience July 2006 - Present
Job Partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran July 2006 - Present
Plante & Moran, PLLC 1992 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Business & Accounting
Plante & Moran July 2006 - Present
Plante & Moran, PLLC 1992 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Business & Accounting
Chris Montague Chris Montague's Plante & Moran Experience July 1998 - December 2005
Job Illinois Market Leader for Plante Moran
Industry Accounting
Experience
Plante & Moran, PLLC 2006 - Present
Plante & Moran July 1998 - December 2005
Skills
CPA, Strategic Planning, Auditing, Leadership, Financial Accounting, Corporate Tax, Tax, US GAAP, Financial Reporting, Corporate Finance, Accounting, Financial Analysis, GAAP, Internal Controls, Income Tax, Due Diligence, Tax Preparation, Assurance, Tax Research, Financial Statements, Mergers & Acquisitions
Education
University of Detroit Mercy 1974 — 1979
BS, Accounting
Plante & Moran, PLLC 2006 - Present
Plante & Moran July 1998 - December 2005
Skills
CPA, Strategic Planning, Auditing, Leadership, Financial Accounting, Corporate Tax, Tax, US GAAP, Financial Reporting, Corporate Finance, Accounting, Financial Analysis, GAAP, Internal Controls, Income Tax, Due Diligence, Tax Preparation, Assurance, Tax Research, Financial Statements, Mergers & Acquisitions
Education
University of Detroit Mercy 1974 — 1979
BS, Accounting
Keith Hayden, CPA Keith Hayden, CPA's Plante & Moran Experience August 2007 - April 2009
Job Certified Public Accountant at Walker, Fluke & Sheldon
Industry Accounting
Experience
Walker, Fluke & Sheldon (formerly James Jasiak & Co., CPA) October 2012 - Present
Collins Buri and McConkey July 2010 - January 2011
Plante & Moran August 2007 - April 2009
Skills
Client Satisfaction, Accounting, Auditing, Tax - Individuals, Tax - Businesses, Tax - Non-Profits, Business Consulting, Internal Controls, GAAP, Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Tax, CPA, Corporate Tax, Income Tax, Microsoft Office, Microsoft Excel, US GAAP
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
Master of Accounting (MAcc)
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA)
Walker, Fluke & Sheldon (formerly James Jasiak & Co., CPA) October 2012 - Present
Collins Buri and McConkey July 2010 - January 2011
Plante & Moran August 2007 - April 2009
Skills
Client Satisfaction, Accounting, Auditing, Tax - Individuals, Tax - Businesses, Tax - Non-Profits, Business Consulting, Internal Controls, GAAP, Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Tax, CPA, Corporate Tax, Income Tax, Microsoft Office, Microsoft Excel, US GAAP
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
Master of Accounting (MAcc)
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA)
Rumzei Abdallah Rumzei Abdallah's Plante & Moran Experience January 2008 - Present
Job CPA | Associate | Assurance
Industry Accounting
Experience
Plante & Moran January 2008 - Present
General Motors 2005 - 2007
Enterprise Rent-A-Car May 2004 - November 2004
Skills
Accounting, Tax, Auditing, CPA, Assurance, Income Tax, Financial Reporting, GAAP, Management, Tax Preparation, Financial Accounting, Internal Controls, Internal Audit, US GAAP, Corporate Tax, External Audit, Financial Analysis, Financial Statements, General Ledger, Tax Research, Microsoft Excel, QuickBooks, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Financial Modeling, Partnership Taxation, ProSystem fx Tax, Tax Returns, Financial Planning
Education
University of Michigan-Dearborn 2002 — 2007
Master of Science, Accounting
Plante & Moran January 2008 - Present
General Motors 2005 - 2007
Enterprise Rent-A-Car May 2004 - November 2004
Skills
Accounting, Tax, Auditing, CPA, Assurance, Income Tax, Financial Reporting, GAAP, Management, Tax Preparation, Financial Accounting, Internal Controls, Internal Audit, US GAAP, Corporate Tax, External Audit, Financial Analysis, Financial Statements, General Ledger, Tax Research, Microsoft Excel, QuickBooks, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Financial Modeling, Partnership Taxation, ProSystem fx Tax, Tax Returns, Financial Planning
Education
University of Michigan-Dearborn 2002 — 2007
Master of Science, Accounting
Dawn Schleif, MBA Dawn Schleif, MBA's Plante & Moran Experience January 2002 - January 2003
Job PKC Group
Industry Automotive
Experience
PKC Group Plc May 2011 - Present
Visteon Corporation March 2003 - April 2011
Plante & Moran January 2002 - January 2003
Ciulla, Smith and Dale LLP May 1998 - January 2002
Skills
Hyperion Enterprise, Variance Analysis, Financial Reporting, Financial Analysis, Forecasting, Accounting, Internal Controls, Sarbanes-Oxley Act, General Ledger, Process Improvement, Cash Flow, Managerial Finance, Budgets, PeopleSoft, Automotive, Finance, Due Diligence, Consolidation, Mergers, Microsoft Excel, Financial Statements, Income Statement, Treasury, Strategic Financial..., Cost Accounting, Treasury Management, Mergers & Acquisitions, Financial Modeling, Auditing, Cash Management, Hyperion
Education
University of Michigan-Dearborn 2003 — 2008
M.B.A, Finance
PKC Group Plc May 2011 - Present
Visteon Corporation March 2003 - April 2011
Plante & Moran January 2002 - January 2003
Ciulla, Smith and Dale LLP May 1998 - January 2002
Skills
Hyperion Enterprise, Variance Analysis, Financial Reporting, Financial Analysis, Forecasting, Accounting, Internal Controls, Sarbanes-Oxley Act, General Ledger, Process Improvement, Cash Flow, Managerial Finance, Budgets, PeopleSoft, Automotive, Finance, Due Diligence, Consolidation, Mergers, Microsoft Excel, Financial Statements, Income Statement, Treasury, Strategic Financial..., Cost Accounting, Treasury Management, Mergers & Acquisitions, Financial Modeling, Auditing, Cash Management, Hyperion
Education
University of Michigan-Dearborn 2003 — 2008
M.B.A, Finance
Matthew Hines, CFA Matthew Hines, CFA's Plante & Moran Experience October 2008 - May 2009
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
FactSet Research Systems July 2010 - August 2014
McCullough, Rossi & Co, Ltd. July 2009 - May 2010
Plante & Moran October 2008 - May 2009
McGladrey & Pullen May 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2008
Masters, Accounting
University of Iowa 2003 — 2007
Bachelors, Accounting
Guggenheim Partners September 2014 - Present
FactSet Research Systems July 2010 - August 2014
McCullough, Rossi & Co, Ltd. July 2009 - May 2010
Plante & Moran October 2008 - May 2009
McGladrey & Pullen May 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2008
Masters, Accounting
University of Iowa 2003 — 2007
Bachelors, Accounting
Caryn Bock Caryn Bock's Plante & Moran Experience 2003 - 2006
Job Director of Finance at Jack Doheny Companies
Industry Environmental Services
Experience
Jack Doheny Companies January 2014 - Present
Jack Doheny Supplies May 2010 - Present
Plante Moran 2006 - 2010
Plante & Moran 2003 - 2006
Plante Moran 2001 - 2003
Plante Moran 1999 - 2000
Education
University of Michigan-Dearborn 1996 — 2000
Bachelor of Business Administration, Accounting
Ferndale High School
Jack Doheny Companies January 2014 - Present
Jack Doheny Supplies May 2010 - Present
Plante Moran 2006 - 2010
Plante & Moran 2003 - 2006
Plante Moran 2001 - 2003
Plante Moran 1999 - 2000
Education
University of Michigan-Dearborn 1996 — 2000
Bachelor of Business Administration, Accounting
Ferndale High School
Chris McCoy Chris McCoy's Plante & Moran Experience July 2005 - Present
Job Human Resource Director at Plante & Moran
Industry Accounting
Experience
Plante & Moran July 2005 - Present
Plante & Moran, PLLC July 1998 - June 2005
Plante & Moran, PLLC January 1986 - June 1998
Skills
Auditing, Assurance, Succession Planning, Mergers & Acquisitions, Employee Benefits, Management Consulting
Education
University of Michigan-Dearborn 1981 — 1985
Plante & Moran July 2005 - Present
Plante & Moran, PLLC July 1998 - June 2005
Plante & Moran, PLLC January 1986 - June 1998
Skills
Auditing, Assurance, Succession Planning, Mergers & Acquisitions, Employee Benefits, Management Consulting
Education
University of Michigan-Dearborn 1981 — 1985
David Cheesebro David Cheesebro's Plante & Moran Experience November 1991 - Present
Job Partner, Plante & Moran
Industry Accounting
Experience
Plante & Moran November 1991 - Present
BDO Seidman December 1984 - November 1991
Skills
Tax, Accounting, Banking, CPA, Finance, Internal Controls, Auditing, Assurance, Partnership Taxation, Tax Preparation, GAAP, Corporate Tax, Tax Accounting, Tax Research, SEC filings, Tax Returns, Income Tax, Forensic Accounting
Education
University of Michigan-Flint 1980 — 1984
BBA, Major in Accounting
Plante & Moran November 1991 - Present
BDO Seidman December 1984 - November 1991
Skills
Tax, Accounting, Banking, CPA, Finance, Internal Controls, Auditing, Assurance, Partnership Taxation, Tax Preparation, GAAP, Corporate Tax, Tax Accounting, Tax Research, SEC filings, Tax Returns, Income Tax, Forensic Accounting
Education
University of Michigan-Flint 1980 — 1984
BBA, Major in Accounting
Craig Mason's Plante & Moran Experience January 2007 - December 2007
Job CPA
Industry Accounting
Experience
Watwood & Associates CPAs, Ltd. (Acquired business of Mason CPA in December 2014) December 2014 - Present
Mason CPA Tax & Accounting May 2010 - December 2014
Seyfarth Shaw February 2008 - February 2009
Plante & Moran January 2007 - December 2007
Skills
Accounting, Tax, Cloud Applications, Accounting Applications, Financial Reporting, QuickBooks, Small Business, Auditing, Financial Statements, Tax Research, Xero, Strategic Planning, Management, Tax Preparation, CPA, Corporate Tax, Tax Accounting, Partnership Taxation, General Ledger, Tax Returns, GAAP, Financial Accounting, SEC filings
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
MAS, Accounting
University of Illinois at Urbana-Champaign
BS, Accountancy
Watwood & Associates CPAs, Ltd. (Acquired business of Mason CPA in December 2014) December 2014 - Present
Mason CPA Tax & Accounting May 2010 - December 2014
Seyfarth Shaw February 2008 - February 2009
Plante & Moran January 2007 - December 2007
Skills
Accounting, Tax, Cloud Applications, Accounting Applications, Financial Reporting, QuickBooks, Small Business, Auditing, Financial Statements, Tax Research, Xero, Strategic Planning, Management, Tax Preparation, CPA, Corporate Tax, Tax Accounting, Partnership Taxation, General Ledger, Tax Returns, GAAP, Financial Accounting, SEC filings
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
MAS, Accounting
University of Illinois at Urbana-Champaign
BS, Accountancy
Roger Spurgeon Roger Spurgeon's Plante & Moran Experience October 1985 - Present
Job Partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran October 1985 - Present
Jackson Rolfes Spurgeon & Co. October 1985 - July 2009
Deloitte July 1980 - October 1985
Skills
CPA, Corporate Tax, Tax, Tax Preparation, S Corporations, Partnership Taxation, Auditing, Income Tax, Financial Reporting, Due Diligence, Mergers & Acquisitions, Accounting
Education
University of Cincinnati College of Business 1976 — 1980
BBA, Accounting
Plante & Moran October 1985 - Present
Jackson Rolfes Spurgeon & Co. October 1985 - July 2009
Deloitte July 1980 - October 1985
Skills
CPA, Corporate Tax, Tax, Tax Preparation, S Corporations, Partnership Taxation, Auditing, Income Tax, Financial Reporting, Due Diligence, Mergers & Acquisitions, Accounting
Education
University of Cincinnati College of Business 1976 — 1980
BBA, Accounting
Paul Belleau Paul Belleau's Plante & Moran Experience May 2004 - January 2005
Job Communications Specialist/Writer at Blue Cross Blue Shield of Michigan
Industry Marketing and Advertising
Experience
Blue Cross Blue Shield of Michigan February 2013 - Present
ITWERX! Creative Marketing and Advertising December 2012 - Present
AIMIA February 2012 - December 2012
Bolger + Battle February 2010 - February 2012
ITWERX! Creative 2004 - February 2010
BNI 2004 - 2010
pushtwentytwo 2007 - 2009
BBDO Detroit April 2004 - May 2007
Plante & Moran May 2004 - January 2005
FridgeArt Creative May 2002 - June 2004
Skills
Advertising, Newsletters, Press Releases, Radio, SEO, B2B Marketing, Direct Mail, Copywriting, Content Management, Brochures, Email Marketing, Marketing Strategy, Content Development, Marketing Copy, Editing, Public Relations, Copy Editing, Web Content, Creative Writing, Social Networking, Video, radio and..., Marketing, Video, Website Development, Marketing Communications, Editorial, Creative Direction, B2B, Video Production, Corporate Communications, Creative Strategy, Digital Marketing, Internal Communications, Brand Development, Integrated Marketing, Content Strategy, Broadcast, Media Relations, Social Media Marketing
Education
University of Michigan 1977 — 1982
Bachelor of Arts (BA)
Blue Cross Blue Shield of Michigan February 2013 - Present
ITWERX! Creative Marketing and Advertising December 2012 - Present
AIMIA February 2012 - December 2012
Bolger + Battle February 2010 - February 2012
ITWERX! Creative 2004 - February 2010
BNI 2004 - 2010
pushtwentytwo 2007 - 2009
BBDO Detroit April 2004 - May 2007
Plante & Moran May 2004 - January 2005
FridgeArt Creative May 2002 - June 2004
Skills
Advertising, Newsletters, Press Releases, Radio, SEO, B2B Marketing, Direct Mail, Copywriting, Content Management, Brochures, Email Marketing, Marketing Strategy, Content Development, Marketing Copy, Editing, Public Relations, Copy Editing, Web Content, Creative Writing, Social Networking, Video, radio and..., Marketing, Video, Website Development, Marketing Communications, Editorial, Creative Direction, B2B, Video Production, Corporate Communications, Creative Strategy, Digital Marketing, Internal Communications, Brand Development, Integrated Marketing, Content Strategy, Broadcast, Media Relations, Social Media Marketing
Education
University of Michigan 1977 — 1982
Bachelor of Arts (BA)
Jeannette Contreraz, CPA Jeannette Contreraz, CPA's Plante & Moran Experience January 1999 - April 1999
Job Manufacturing and Financial Institution Senior Tax Manager at Plante Moran
Industry Accounting
Experience
Plante Moran January 2000 - Present
Standard Federal Bank September 1998 - January 2000
Plante & Moran January 1999 - April 1999
University of Michigan May 1998 - August 1998
Skills
Tax, Real Estate, Financial Institutions, Accounting, CPA, Manufacturing, Partnership Taxation, Tax Accounting, GAAP, Tax Preparation, Corporate Tax
Education
University of Michigan-Dearborn 1995 — 1999
Accounting
Plante Moran January 2000 - Present
Standard Federal Bank September 1998 - January 2000
Plante & Moran January 1999 - April 1999
University of Michigan May 1998 - August 1998
Skills
Tax, Real Estate, Financial Institutions, Accounting, CPA, Manufacturing, Partnership Taxation, Tax Accounting, GAAP, Tax Preparation, Corporate Tax
Education
University of Michigan-Dearborn 1995 — 1999
Accounting
Steve Mooi, CPA Steve Mooi, CPA's Plante & Moran Experience January 2009 - December 2011
Job Accounting Analyst at Ford Motor Company
Industry Accounting
Experience
Ford Motor Company June 2014 - Present
Compuware December 2011 - June 2014
Plante & Moran January 2009 - December 2011
Skills
Audit, Accounting, Tax, QuickBooks, Financial Reporting, Internal Controls, General Ledger, GAAP, Financial Accounting, Financial Analysis, Tax Preparation, Fixed Assets, Assurance, Internal Audit, Cost Accounting, Analysis, Auditing
Education
University of Michigan-Flint 2001 — 2008
BBA, Accounting & Finance
Ford Motor Company June 2014 - Present
Compuware December 2011 - June 2014
Plante & Moran January 2009 - December 2011
Skills
Audit, Accounting, Tax, QuickBooks, Financial Reporting, Internal Controls, General Ledger, GAAP, Financial Accounting, Financial Analysis, Tax Preparation, Fixed Assets, Assurance, Internal Audit, Cost Accounting, Analysis, Auditing
Education
University of Michigan-Flint 2001 — 2008
BBA, Accounting & Finance
John Dorsey, CMC John Dorsey, CMC's Plante & Moran Experience 1980 - 1988
Job Business Consultants for NonProfits (BCNP)
Industry Management Consulting
Experience
Business Consultants for Non-Profits July 2013 - Present
John T Dorsey Consulting 2011 - June 2013
Dorsey-Pages LLC 1989 - 2010
Plante & Moran 1980 - 1988
Unisys 1972 - 1979
Singer Corporation 1968 - 1972
Skills
Program Management, Management Consulting, Nonprofits, Project Planning, Business Development, Organizational..., Strategic Planning, IT Strategy, Management, Project Management, Public Speaking, Strategy, Business Strategy, Change Management, Business Process..., Leadership Development, Business Planning, Governance, Process Improvement, Consulting, Business Transformation, Analysis, Leadership, Business Analysis, Mergers & Acquisitions, Entrepreneurship
Education
Washington University in St. Louis - Olin Business School 1971 — 1973
MBA
University of Dayton 1964 — 1968
BS, Mathematics
Business Consultants for Non-Profits July 2013 - Present
John T Dorsey Consulting 2011 - June 2013
Dorsey-Pages LLC 1989 - 2010
Plante & Moran 1980 - 1988
Unisys 1972 - 1979
Singer Corporation 1968 - 1972
Skills
Program Management, Management Consulting, Nonprofits, Project Planning, Business Development, Organizational..., Strategic Planning, IT Strategy, Management, Project Management, Public Speaking, Strategy, Business Strategy, Change Management, Business Process..., Leadership Development, Business Planning, Governance, Process Improvement, Consulting, Business Transformation, Analysis, Leadership, Business Analysis, Mergers & Acquisitions, Entrepreneurship
Education
Washington University in St. Louis - Olin Business School 1971 — 1973
MBA
University of Dayton 1964 — 1968
BS, Mathematics
Sarah Springer Sarah Springer's Plante & Moran Experience June 2000 - Present
Job Assurance Senior Manager at Plante & Moran
Industry Accounting
Experience
Plante & Moran June 2000 - Present
Skills
GAAP
Education
University of Michigan-Flint 1997 — 2000
BBA, Accounting
Plante & Moran June 2000 - Present
Skills
GAAP
Education
University of Michigan-Flint 1997 — 2000
BBA, Accounting
Linn Johnson, CPA's Plante & Moran Experience 1999 - October 2009
Job Area Controller at Advanced Disposal
Industry Accounting
Experience
Advanced Disposal November 2012 - Present
Veolia Environmental Services North America Corp. February 2010 - Present
Plante & Moran 1999 - October 2009
Blackburn, Childers & Steagall 1993 - 1999
Price Waterhouse 1982 - 1985
Skills
GAAP, Accounting, Employee Benefits, Internal Controls, Finance, Management Consulting, Financial Analysis, Budgets, Financial Accounting, Sarbanes-Oxley Act, Management, Tax, Auditing, CPA, Financial Reporting, US GAAP
Education
University of Illinois at Urbana-Champaign - College of Business
BS
Advanced Disposal November 2012 - Present
Veolia Environmental Services North America Corp. February 2010 - Present
Plante & Moran 1999 - October 2009
Blackburn, Childers & Steagall 1993 - 1999
Price Waterhouse 1982 - 1985
Skills
GAAP, Accounting, Employee Benefits, Internal Controls, Finance, Management Consulting, Financial Analysis, Budgets, Financial Accounting, Sarbanes-Oxley Act, Management, Tax, Auditing, CPA, Financial Reporting, US GAAP
Education
University of Illinois at Urbana-Champaign - College of Business
BS
Dana Reinke's Plante & Moran Experience January 2003 - September 2012
Job Stay at Home Mom at Reinke Home
Industry Accounting
Experience
Reinke Home September 2012 - Present
Plante & Moran January 2003 - September 2012
Skills
Tax Research, Financial Accounting, Tax, Accounting, Bookkeeping, Tax Accounting
Education
Walsh College 2003 — 2005
MS, Taxation
University of Michigan-Dearborn 1998 — 2002
BBA, Double Major - Accounting & Management
Reinke Home September 2012 - Present
Plante & Moran January 2003 - September 2012
Skills
Tax Research, Financial Accounting, Tax, Accounting, Bookkeeping, Tax Accounting
Education
Walsh College 2003 — 2005
MS, Taxation
University of Michigan-Dearborn 1998 — 2002
BBA, Double Major - Accounting & Management
Dawn Brusseau Dawn Brusseau's Plante & Moran Experience April 2006 - July 2007
Job Product Marketing Manager at Meritor
Industry Machinery
Experience
Meritor August 2015 - Present
MTU America Inc. October 2011 - August 2015
MTU Detroit Diesel May 2010 - October 2011
MTU Detroit Diesel July 2007 - May 2010
Plante & Moran April 2006 - July 2007
Ernst & Young 2004 - 2006
Statprobe Inc 2002 - 2006
Ford Motor Company 1996 - 2002
Skills
Strategic Planning, Automotive, Management, Manufacturing, Process Improvement, Project Management, Marketing Communications, Employee Engagement, Internal & External..., Marketing, Cross-functional Team..., Continuous Improvement, Product Development, Leadership, Business Strategy, Internal Communications, Negotiation, New Business Development, Strategy, Six Sigma
Education
University of Michigan-Dearborn 1995 — 2000
Bachelor of Humanities, Public Relations and Corporate Communications
Meritor August 2015 - Present
MTU America Inc. October 2011 - August 2015
MTU Detroit Diesel May 2010 - October 2011
MTU Detroit Diesel July 2007 - May 2010
Plante & Moran April 2006 - July 2007
Ernst & Young 2004 - 2006
Statprobe Inc 2002 - 2006
Ford Motor Company 1996 - 2002
Skills
Strategic Planning, Automotive, Management, Manufacturing, Process Improvement, Project Management, Marketing Communications, Employee Engagement, Internal & External..., Marketing, Cross-functional Team..., Continuous Improvement, Product Development, Leadership, Business Strategy, Internal Communications, Negotiation, New Business Development, Strategy, Six Sigma
Education
University of Michigan-Dearborn 1995 — 2000
Bachelor of Humanities, Public Relations and Corporate Communications
Tonya Holmstrom (Schlaht),CPA Tonya Holmstrom (Schlaht),CPA's Plante & Moran Experience January 2005 - October 2005
Job Tax Senior Manager at Widmer Roel PC
Industry Accounting
Experience
Widmer Roel PC October 2015 - Present
McGladrey August 2015 - October 2015
MDU Resources Group, Inc. February 2015 - August 2015
Eide Bailly LLP October 2005 - February 2015
Plante & Moran January 2005 - October 2005
Skills
Tax, CPA, Nonprofits, Income Tax, Tax Advisory, Tax Preparation, Tax Research, Corporate Tax, Accounting, Internal Controls, Financial Reporting, Partnership Taxation, S Corporations, Tax Accounting, Construction, Dealership Taxation, Real Estate Transactions, Financial Accounting, Financial Analysis
Education
Jamestown College 1999 — 2004
Bachelors
Widmer Roel PC October 2015 - Present
McGladrey August 2015 - October 2015
MDU Resources Group, Inc. February 2015 - August 2015
Eide Bailly LLP October 2005 - February 2015
Plante & Moran January 2005 - October 2005
Skills
Tax, CPA, Nonprofits, Income Tax, Tax Advisory, Tax Preparation, Tax Research, Corporate Tax, Accounting, Internal Controls, Financial Reporting, Partnership Taxation, S Corporations, Tax Accounting, Construction, Dealership Taxation, Real Estate Transactions, Financial Accounting, Financial Analysis
Education
Jamestown College 1999 — 2004
Bachelors
Jim Ortman, CFA's Plante & Moran Experience June 2009 - August 2009
Job Private Banking Investment Specialist at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Global Platinum Securities May 2010 - Present
J.P. Morgan May 2010 - July 2013
Global Platinum Securities May 2008 - May 2010
University of Dayton 2007 - 2010
Plante & Moran June 2009 - August 2009
CBTS May 2008 - August 2008
Horan Associates May 2006 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation, Private Banking, Asset Management, Finance, Corporate Finance, Wealth Management, Insurance, Equities, Alternative Investments
Education
University of Dayton 2006 — 2010
Business
St. Xavier High School 2002 — 2006
CFA Society
J.P. Morgan July 2013 - Present
Global Platinum Securities May 2010 - Present
J.P. Morgan May 2010 - July 2013
Global Platinum Securities May 2008 - May 2010
University of Dayton 2007 - 2010
Plante & Moran June 2009 - August 2009
CBTS May 2008 - August 2008
Horan Associates May 2006 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation, Private Banking, Asset Management, Finance, Corporate Finance, Wealth Management, Insurance, Equities, Alternative Investments
Education
University of Dayton 2006 — 2010
Business
St. Xavier High School 2002 — 2006
CFA Society
Jerry Knoch's Plante & Moran Experience August 2001 - Present
Job Workstation Engineer at Plante & Moran
Industry Information Technology and Services
Experience
Plante & Moran August 2001 - Present
Exhibit Enterprises January 1996 - May 2001
Dynatek July 1992 - February 1996
Rollins Healthcare Data Systems November 1988 - July 1992
Education
University of Michigan-Dearborn 1979 — 1986
Woodhaven High School 1976 — 1979
Diploma, College Prep
Plante & Moran August 2001 - Present
Exhibit Enterprises January 1996 - May 2001
Dynatek July 1992 - February 1996
Rollins Healthcare Data Systems November 1988 - July 1992
Education
University of Michigan-Dearborn 1979 — 1986
Woodhaven High School 1976 — 1979
Diploma, College Prep
AnnMarie Bach's Plante & Moran Experience April 2006 - Present
Job Learning Manager
Industry Professional Training & Coaching
Experience
Plante & Moran April 2006 - Present
Plante & Moran, PLLC January 2000 - April 2006
Skills
Auditing, Consulting, Performance Management, Organizational..., Staff Development, Instructional Design, Leadership Development, Training, Talent Management
Education
University of Michigan-Dearborn 2005 — 2006
MA, Performance Improvement & Instructional Design
Western Michigan University - Haworth College of Business 1995 — 1999
BBA, Accounting
Plante & Moran April 2006 - Present
Plante & Moran, PLLC January 2000 - April 2006
Skills
Auditing, Consulting, Performance Management, Organizational..., Staff Development, Instructional Design, Leadership Development, Training, Talent Management
Education
University of Michigan-Dearborn 2005 — 2006
MA, Performance Improvement & Instructional Design
Western Michigan University - Haworth College of Business 1995 — 1999
BBA, Accounting
George Cumpata's Plante & Moran Experience April 2004 - Present
Job partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran April 2004 - Present
Plante & Moran, PLLC 1976 - Present
Gleason,Sklar, Sawyers & Cumpata, LLP April 1976 - April 2004
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Plante & Moran April 2004 - Present
Plante & Moran, PLLC 1976 - Present
Gleason,Sklar, Sawyers & Cumpata, LLP April 1976 - April 2004
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Liz Morlock's Plante & Moran Experience June 2010 - August 2010
Job Senior Technical Accounting Analyst at Groupon
Industry Accounting
Experience
Groupon May 2013 - Present
Deloitte September 2011 - May 2013
Illinois Business Consulting October 2010 - December 2010
Plante & Moran June 2010 - August 2010
RSM McGladrey, Inc January 2009 - April 2010
Skills
CPA, US GAAP, External Audit, Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, Internal Controls, SEC filings, Sarbanes-Oxley Act, Accounting Research, Big 4, Technical Accounting...
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters of Accountancy Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
BA in Accountancy, Accountancy
Groupon May 2013 - Present
Deloitte September 2011 - May 2013
Illinois Business Consulting October 2010 - December 2010
Plante & Moran June 2010 - August 2010
RSM McGladrey, Inc January 2009 - April 2010
Skills
CPA, US GAAP, External Audit, Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, Internal Controls, SEC filings, Sarbanes-Oxley Act, Accounting Research, Big 4, Technical Accounting...
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters of Accountancy Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
BA in Accountancy, Accountancy
Brian Nam's Plante & Moran Experience August 2005 - August 2007
Job Audit Project Manager at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company March 2014 - Present
WeiserMazars LLP January 2008 - February 2014
Plante & Moran August 2005 - August 2007
Skills
GAAP, Internal Controls, US GAAP, External Audit, CPA, Tax, Tax Research, Internal Audit, Auditing, SEC filings
Education
University of Southern California 2004 — 2005
Master, Accounting
The Dow Chemical Company March 2014 - Present
WeiserMazars LLP January 2008 - February 2014
Plante & Moran August 2005 - August 2007
Skills
GAAP, Internal Controls, US GAAP, External Audit, CPA, Tax, Tax Research, Internal Audit, Auditing, SEC filings
Education
University of Southern California 2004 — 2005
Master, Accounting
Andrew Davignon's Plante & Moran Experience August 2007 - June 2010
Job Mission Director at University Christian Outreach
Industry Nonprofit Organization Management
Experience
University Christian Outreach - Ann Arbor July 2010 - Present
Plante & Moran August 2007 - June 2010
Skills
Strategic Planning, Management, Accounting, Business Valuation, Management Consulting, Financial Modeling, Financial Analysis, Internal Controls, CPA, Process Improvement, Non-profits, Financial Reporting, Due Diligence, Managerial Finance, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
Master's, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Accounting and Information Technology
University Christian Outreach - Ann Arbor July 2010 - Present
Plante & Moran August 2007 - June 2010
Skills
Strategic Planning, Management, Accounting, Business Valuation, Management Consulting, Financial Modeling, Financial Analysis, Internal Controls, CPA, Process Improvement, Non-profits, Financial Reporting, Due Diligence, Managerial Finance, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2007
Master's, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Accounting and Information Technology
Courtney Zabkiewicz's Plante & Moran Experience 2002 - 2005
Job Manager, Financial Reporting and Analysis Trinity Health
Industry Hospital & Health Care
Experience
Trinity Health (HQ Michigan) March 2006 - Present
Ally Financial Inc. 2005 - 2006
Plante & Moran 2002 - 2005
Skills
Financial Reporting, Finance, CPA, Financial Analysis, Auditing, Variance Analysis, GAAP, Nonprofits, PeopleSoft, Hyperion Enterprise, Mergers, Strategic Planning, General Ledger
Education
University of Michigan-Dearborn 2003 — 2005
Master of Science, Accounting
University of Michigan-Dearborn 1999 — 2003
BBA, Accounting and Finance
Trinity Health (HQ Michigan) March 2006 - Present
Ally Financial Inc. 2005 - 2006
Plante & Moran 2002 - 2005
Skills
Financial Reporting, Finance, CPA, Financial Analysis, Auditing, Variance Analysis, GAAP, Nonprofits, PeopleSoft, Hyperion Enterprise, Mergers, Strategic Planning, General Ledger
Education
University of Michigan-Dearborn 2003 — 2005
Master of Science, Accounting
University of Michigan-Dearborn 1999 — 2003
BBA, Accounting and Finance
Brian Craven's Plante & Moran Experience 2000 - 2006
Job Manager at General Motors
Industry Automotive
Experience
General Motors August 2010 - Present
General Motors November 2007 - July 2010
Plante & Moran, PLLC 2000 - 2006
Plante & Moran 2000 - 2006
Skills
Financial Reporting
Education
University of Michigan 1994 — 1999
General Motors August 2010 - Present
General Motors November 2007 - July 2010
Plante & Moran, PLLC 2000 - 2006
Plante & Moran 2000 - 2006
Skills
Financial Reporting
Education
University of Michigan 1994 — 1999
Nick Dyrda, CPA, CIA's Plante & Moran Experience August 2008 - December 2009
Job Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company November 2011 - Present
TriMas Corporation September 2011 - November 2011
TriMas Corporation December 2009 - September 2011
Plante & Moran August 2008 - December 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
BBA - Finance
Ford Motor Company November 2011 - Present
TriMas Corporation September 2011 - November 2011
TriMas Corporation December 2009 - September 2011
Plante & Moran August 2008 - December 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
BBA - Finance
Amy (Thompson) Zimbo's Plante & Moran Experience November 2005 - November 2007
Job Tax Analyst (through Orion Solutions) at PulteGroup
Industry Accounting
Experience
PulteGroup July 2013 - Present
ThyssenKrupp USA November 2007 - August 2010
Plante & Moran November 2005 - November 2007
Plante & Moran, PLLC June 1996 - November 1999
Skills
Accounting, Corporate Tax, CPA, Tax, Income Tax, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Provision, Tax Accounting, State Tax, Multi-state tax returns, Partnership Tax Returns, Personal Income Tax..., Tax Credits, GAAP, Sarbanes-Oxley Act, General Ledger, US GAAP, Financial Statements, Tax Research, Tax Preparation, Account Reconciliation, SEC Filings, Finance
Education
Walsh College 1992 — 1994
M.S., Accounting
University of Michigan 1987 — 1990
B.A., German, Business, Economics
PulteGroup July 2013 - Present
ThyssenKrupp USA November 2007 - August 2010
Plante & Moran November 2005 - November 2007
Plante & Moran, PLLC June 1996 - November 1999
Skills
Accounting, Corporate Tax, CPA, Tax, Income Tax, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Provision, Tax Accounting, State Tax, Multi-state tax returns, Partnership Tax Returns, Personal Income Tax..., Tax Credits, GAAP, Sarbanes-Oxley Act, General Ledger, US GAAP, Financial Statements, Tax Research, Tax Preparation, Account Reconciliation, SEC Filings, Finance
Education
Walsh College 1992 — 1994
M.S., Accounting
University of Michigan 1987 — 1990
B.A., German, Business, Economics
Kris Cifolelli's Plante & Moran Experience 1997 - July 2013
Job Manager, HR Consulting at American Society of Employers
Industry Human Resources
Experience
Plante & Moran, PLLC Manager, HR ConsultingAmerican Society of EmployersSeptember 2013 - Present
Plante & Moran 1997 - July 2013
Skills
Employee Relations
Education
University of Michigan
Plante & Moran, PLLC Manager, HR ConsultingAmerican Society of EmployersSeptember 2013 - Present
Plante & Moran 1997 - July 2013
Skills
Employee Relations
Education
University of Michigan
Anna Yepez's Plante & Moran Experience February 2008 - Present
Job Administrative Assistant at Plante & Moran
Industry Banking
Experience
Plante & Moran February 2008 - Present
Bank of America July 1998 - November 2007
Sumitomo Mitsui Banking Corporation July 1988 - March 1998
Lloyds Bank 1988 - 1998
Education
University of Illinois at Chicago 1981 — 1984
Spanish
Plante & Moran February 2008 - Present
Bank of America July 1998 - November 2007
Sumitomo Mitsui Banking Corporation July 1988 - March 1998
Lloyds Bank 1988 - 1998
Education
University of Illinois at Chicago 1981 — 1984
Spanish
Robert Kouza, CPA's Plante & Moran Experience January 2000 - Present
Job Partner at Plante & Moran PLLC
Industry Accounting
Experience
Plante & Moran January 2000 - Present
Skills
Corporate Tax, S Cor, Partnership Taxation, High Net Worth..., Mergers and Acquisitions, Tax, Tax Accounting, Due Diligence, Accounting, Financial Reporting, CPA, Financial Analysis, GAAP, Internal Controls, Auditing
Education
University of Michigan-Dearborn 1995 — 1999
Plante & Moran January 2000 - Present
Skills
Corporate Tax, S Cor, Partnership Taxation, High Net Worth..., Mergers and Acquisitions, Tax, Tax Accounting, Due Diligence, Accounting, Financial Reporting, CPA, Financial Analysis, GAAP, Internal Controls, Auditing
Education
University of Michigan-Dearborn 1995 — 1999
Dean Rocheleau's Plante & Moran Experience 1980 - Present
Job Partner at Plante & Moran, PLLC
Industry Accounting
Experience
Plante & Moran, PLLC June 1980 - Present
Plante & Moran 1980 - Present
Skills
Tax, CPA, Estate Tax Planning, Corporate Tax, Estate Planning, Tax Law, Tax Accounting, Partnership Taxation, Tax Preparation
Education
University of Michigan Law School 1977 — 1980
Juris Doctor, Tax Law/Taxation
Western Michigan University - Haworth College of Business 1973 — 1977
Bachelor of Business Adminstration, Accountancy
Plante & Moran, PLLC June 1980 - Present
Plante & Moran 1980 - Present
Skills
Tax, CPA, Estate Tax Planning, Corporate Tax, Estate Planning, Tax Law, Tax Accounting, Partnership Taxation, Tax Preparation
Education
University of Michigan Law School 1977 — 1980
Juris Doctor, Tax Law/Taxation
Western Michigan University - Haworth College of Business 1973 — 1977
Bachelor of Business Adminstration, Accountancy
Nathan Bielawski's Plante & Moran Experience August 2004 - Present
Job Associate at Plante & Moran, PLLC
Industry Accounting
Experience
Plante & Moran August 2004 - Present
Skills
Auditing, Tax, Accounting, Financial Reporting, GAAP, Internal Controls, CPA, Financial Accounting, Financial Analysis, Partnership Taxation, Tax Preparation, Corporate Tax, Assurance, US GAAP, Income Tax, Tax Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
Master of Accounting
University of Michigan 1999 — 2004
Waverly High School
Plante & Moran August 2004 - Present
Skills
Auditing, Tax, Accounting, Financial Reporting, GAAP, Internal Controls, CPA, Financial Accounting, Financial Analysis, Partnership Taxation, Tax Preparation, Corporate Tax, Assurance, US GAAP, Income Tax, Tax Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
Master of Accounting
University of Michigan 1999 — 2004
Waverly High School
Scott Eiler's Plante & Moran Experience 1994 - Present
Job Partner, Management Consulting at Plante & Moran, PLLC
Industry Information Technology and Services
Experience
Plante & Moran 1994 - Present
Electronic Data Systems August 1985 - July 1994
Skills
Prosci Change..., ITIL V3 Foundation..., Project Managment..., PMP, Project Management, Strategic Planning, Change Management, Information Technology, Project Planning, Program Management, Management Consulting, ERP, Business Process..., Process Improvement, Government, Consulting, IT Strategy, Integration, Strategy, PMO, Project Portfolio..., Requirements Analysis, Business Analysis, Management, Business Process, Business Intelligence, Governance, Enterprise Architecture, Business Process..., CRM, Professional Services, SaaS, IT Audit, Cloud Computing, Enterprise Risk..., Business Process Design, Enterprise Software, IT Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1994
Masters of Business Administration
University of Illinois at Urbana-Champaign 1980 — 1984
B.S., General Engineering
Plante & Moran 1994 - Present
Electronic Data Systems August 1985 - July 1994
Skills
Prosci Change..., ITIL V3 Foundation..., Project Managment..., PMP, Project Management, Strategic Planning, Change Management, Information Technology, Project Planning, Program Management, Management Consulting, ERP, Business Process..., Process Improvement, Government, Consulting, IT Strategy, Integration, Strategy, PMO, Project Portfolio..., Requirements Analysis, Business Analysis, Management, Business Process, Business Intelligence, Governance, Enterprise Architecture, Business Process..., CRM, Professional Services, SaaS, IT Audit, Cloud Computing, Enterprise Risk..., Business Process Design, Enterprise Software, IT Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1994
Masters of Business Administration
University of Illinois at Urbana-Champaign 1980 — 1984
B.S., General Engineering
Rachel Denman's Plante & Moran Experience May 2009 - Present
Job Technology Asset Specialist at Plante & Moran
Industry Information Technology and Services
Experience
Plante & Moran May 2009 - Present
Plante & Moran July 2008 - Present
Arrow Uniform January 2003 - July 2008
Masco 2000 - 2002
Masco 2000 - 2002
Skills
Outlook, Microsoft Office, Process Improvement, Microsoft Excel, Visio, PowerPoint, Lotus Notes, Customer Service, SharePoint, Strategic Planning, Microsoft Word, Project Management, Windows, Team Building, Social Media, SQL, Active Directory, Accounting, Technical Support, Photoshop, Windows 7, Citrix, Troubleshooting, Windows Server
Education
University of Michigan-Dearborn 1996 — 2002
BBA, MIS and Management
Plante & Moran May 2009 - Present
Plante & Moran July 2008 - Present
Arrow Uniform January 2003 - July 2008
Masco 2000 - 2002
Masco 2000 - 2002
Skills
Outlook, Microsoft Office, Process Improvement, Microsoft Excel, Visio, PowerPoint, Lotus Notes, Customer Service, SharePoint, Strategic Planning, Microsoft Word, Project Management, Windows, Team Building, Social Media, SQL, Active Directory, Accounting, Technical Support, Photoshop, Windows 7, Citrix, Troubleshooting, Windows Server
Education
University of Michigan-Dearborn 1996 — 2002
BBA, MIS and Management
Sal Presti's Plante & Moran Experience 1984 - 1987
Job President Presti & Company P.C.
Industry Accounting
Experience
Presti & Company P.C. 1995 - Present
Financial Industry Regulatory Authority 2000 - May 2015
Baker College June 1994 - March 2009
Cargill Detroit Corporation 1993 - 1995
Deloitte & Touche 1987 - 1993
Plante & Moran 1984 - 1987
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Strategic Financial..., Mergers, Estate Planning, Tax, Financial Modeling, Budgets, Analysis, Managerial Finance, Management Consulting, Small Business, Strategic Planning, Microsoft Excel, Due Diligence, Investments, Research, Business Planning
Education
Walsh College of Accountancy and Business Administration 1990 — 1994
Master's Degree, Finance and Taxation
University of Detroit Mercy 1980 — 1984
Bachelor's Degree, Accounting, Magna Cum Laude
Presti & Company P.C. 1995 - Present
Financial Industry Regulatory Authority 2000 - May 2015
Baker College June 1994 - March 2009
Cargill Detroit Corporation 1993 - 1995
Deloitte & Touche 1987 - 1993
Plante & Moran 1984 - 1987
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Strategic Financial..., Mergers, Estate Planning, Tax, Financial Modeling, Budgets, Analysis, Managerial Finance, Management Consulting, Small Business, Strategic Planning, Microsoft Excel, Due Diligence, Investments, Research, Business Planning
Education
Walsh College of Accountancy and Business Administration 1990 — 1994
Master's Degree, Finance and Taxation
University of Detroit Mercy 1980 — 1984
Bachelor's Degree, Accounting, Magna Cum Laude
Cathy Kaiser's Plante & Moran Experience April 1977 - December 1981
Job SVP, Sr. Finance Manager at Bank of America
Industry Banking
Experience
Bank of America September 2008 - Present
Countrywide Financial June 2004 - August 2008
Countrywide June 2004 - June 2008
First Interstate Bancorp September 1986 - September 1991
Manufacturers National Bank of Detroit December 1981 - August 1986
Plante & Moran April 1977 - December 1981
Skills
Insurance, Mortgage Lending, Securitization, Cash Management, Credit Risk, Executive Management, Accounting, Mortgage Banking, Process Improvement, Finance, Auditing, Banking, Loans, Internal Audit
Education
University of Michigan 1981 — 1986
MBA, Operational Systems
Wayne State University 1973 — 1977
BS, Accounting
Bank of America September 2008 - Present
Countrywide Financial June 2004 - August 2008
Countrywide June 2004 - June 2008
First Interstate Bancorp September 1986 - September 1991
Manufacturers National Bank of Detroit December 1981 - August 1986
Plante & Moran April 1977 - December 1981
Skills
Insurance, Mortgage Lending, Securitization, Cash Management, Credit Risk, Executive Management, Accounting, Mortgage Banking, Process Improvement, Finance, Auditing, Banking, Loans, Internal Audit
Education
University of Michigan 1981 — 1986
MBA, Operational Systems
Wayne State University 1973 — 1977
BS, Accounting
Michelle LaFerriere's Plante & Moran Experience January 2006 - Present
Job CPA at Plante & Moran
Industry Accounting
Experience
Plante & Moran January 2006 - Present
Education
Grand Blanc High School
University of Michigan-Flint
BBA, accounting
Plante & Moran January 2006 - Present
Education
Grand Blanc High School
University of Michigan-Flint
BBA, accounting
Edward Barann's Plante & Moran Experience July 1980 - June 1987
Job Owner, Abbey Flooring & Design
Industry Construction
Experience
PFC Properties, LLC August 2009 - Present
Abbey Flooring & Design January 2000 - Present
Various Corporate Positions January 1992 - July 1999
Realco Development / Mercantile Realty June 1987 - December 1991
Plante & Moran July 1980 - June 1987
Skills
New Business Development, Contractors, Real Estate, Purchasing, Public Speaking, Forecasting, Leadership, Retail, Strategic Planning, Marketing, Negotiation, Construction Management, Training, Accounting, Residential Homes, Small Business, Flooring
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
BBA, Accounting
PFC Properties, LLC August 2009 - Present
Abbey Flooring & Design January 2000 - Present
Various Corporate Positions January 1992 - July 1999
Realco Development / Mercantile Realty June 1987 - December 1991
Plante & Moran July 1980 - June 1987
Skills
New Business Development, Contractors, Real Estate, Purchasing, Public Speaking, Forecasting, Leadership, Retail, Strategic Planning, Marketing, Negotiation, Construction Management, Training, Accounting, Residential Homes, Small Business, Flooring
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
BBA, Accounting
Liz Dewitt's Plante & Moran Experience 2005 - 2008
Job Senior Financial Analyst at Carhartt
Industry Accounting
Experience
Carhartt, Inc May 2008 - Present
Plante & Moran 2005 - 2008
Skills
Accounting, Financial Analysis, SAP, Manufacturing, Audit, Excel
Education
Walsh College 2004 — 2005
MSA, Accounting
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Business Administration
Carhartt, Inc May 2008 - Present
Plante & Moran 2005 - 2008
Skills
Accounting, Financial Analysis, SAP, Manufacturing, Audit, Excel
Education
Walsh College 2004 — 2005
MSA, Accounting
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Business Administration
Laurice Szydlowski, CPA, MSA's Plante & Moran Experience September 2003 - Present
Job Senior Tax Manager
Industry Real Estate
Experience
Plante & Moran September 2003 - Present
Gleeson, Sklar, Sawyers & Cumpata January 2003 - April 2003
Skills
Partnerships, Debt Restructuring, Accounting, S Corporations, Financial Statements, Tax Returns, CPA, GAAP, Assurance, Income Tax, US GAAP, Corporate Tax, SEC filings, SEC Filings, Tax Preparation, Financial Reporting
Education
University of Illinois at Chicago 2003 — 2004
Masters, Accounting
University of Illinois at Chicago 1999 — 2003
Bachelor, Accounting
Plante & Moran September 2003 - Present
Gleeson, Sklar, Sawyers & Cumpata January 2003 - April 2003
Skills
Partnerships, Debt Restructuring, Accounting, S Corporations, Financial Statements, Tax Returns, CPA, GAAP, Assurance, Income Tax, US GAAP, Corporate Tax, SEC filings, SEC Filings, Tax Preparation, Financial Reporting
Education
University of Illinois at Chicago 2003 — 2004
Masters, Accounting
University of Illinois at Chicago 1999 — 2003
Bachelor, Accounting
Forrest Lewis's Plante & Moran Experience 1974 - 2005
Job retired tax partner
Industry Accounting
Experience
Plante & Moran 1974 - 2005
Plante & Moran 1974 - 2005
Skills
bankruptcy taxation, property & casualty..., Corporate Tax, Tax
Education
University of Michigan 1965 — 1969
Bachelors, Economics
Plante & Moran 1974 - 2005
Plante & Moran 1974 - 2005
Skills
bankruptcy taxation, property & casualty..., Corporate Tax, Tax
Education
University of Michigan 1965 — 1969
Bachelors, Economics
Paul Flanagan's Plante & Moran Experience January 1983 - Present
Job Partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran January 1983 - Present
P&M Corporate Finance, LLC 1991 - 2009
Plante & Moran 1983 - 1991
Skills
Business Valuation, Valuation, Due Diligence, Mergers
Education
University of Michigan 1978 — 1982
BA, Economics
Plante & Moran January 1983 - Present
P&M Corporate Finance, LLC 1991 - 2009
Plante & Moran 1983 - 1991
Skills
Business Valuation, Valuation, Due Diligence, Mergers
Education
University of Michigan 1978 — 1982
BA, Economics
Kellie (Ray) Goines's Plante & Moran Experience August 2001 - Present
Job Partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran August 2001 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2001
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
BBA, Accounting
University of Michigan 1996 — 1998
L, S & A
Plante & Moran August 2001 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2001
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
BBA, Accounting
University of Michigan 1996 — 1998
L, S & A
Betsy Aretz's Plante & Moran Experience August 2005 - June 2014
Job Senior Tax Analyst at Trinity Health
Industry Accounting
Experience
Trinity Health (HQ Michigan) July 2014 - Present
Plante & Moran August 2005 - June 2014
Rowley Bushue & Company LLP January 2003 - April 2003
Skills
Tax, Tax Research, Accounting, Income Tax, Tax Compliance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
MAcc, Accounting
Western Michigan University - Haworth College of Business 2000 — 2004
BBA, Accounting
Trinity Health (HQ Michigan) July 2014 - Present
Plante & Moran August 2005 - June 2014
Rowley Bushue & Company LLP January 2003 - April 2003
Skills
Tax, Tax Research, Accounting, Income Tax, Tax Compliance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2005
MAcc, Accounting
Western Michigan University - Haworth College of Business 2000 — 2004
BBA, Accounting
Gihad Nagi's Plante & Moran Experience January 2005 - August 2006
Job President at NAGI CPA, P.C.
Industry Accounting
Experience
NAGI CPA, P.C. November 2006 - Present
Chrysler March 2008 - December 2008
DaimlerChrysler August 2006 - March 2008
Plante & Moran January 2005 - August 2006
Professional Accounting November 2001 - November 2003
Skills
Financial Reporting, Accounting, General Ledger, Fixed Assets, Payroll, Tax, Account Reconciliation, Auditing, Accounts Payable, Finance, GAAP, Internal Controls, QuickBooks, CPA, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Small Business, Microsoft Excel, SAP, Hyperion, Caseware, Creative Solutions..., GLCM Account..., Purchase Accounting, IFRS Reporting
Education
Wayne State University 2003 — 2006
Master's Degree, Taxation
University of Michigan-Dearborn 1994 — 2000
Bachelors, Accounting
NAGI CPA, P.C. November 2006 - Present
Chrysler March 2008 - December 2008
DaimlerChrysler August 2006 - March 2008
Plante & Moran January 2005 - August 2006
Professional Accounting November 2001 - November 2003
Skills
Financial Reporting, Accounting, General Ledger, Fixed Assets, Payroll, Tax, Account Reconciliation, Auditing, Accounts Payable, Finance, GAAP, Internal Controls, QuickBooks, CPA, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Small Business, Microsoft Excel, SAP, Hyperion, Caseware, Creative Solutions..., GLCM Account..., Purchase Accounting, IFRS Reporting
Education
Wayne State University 2003 — 2006
Master's Degree, Taxation
University of Michigan-Dearborn 1994 — 2000
Bachelors, Accounting
Angela Misetich's Plante & Moran Experience December 1999 - March 2009
Job Computer Support at TACOM
Industry Computer Software
Experience
Caelum Research Corporation January 2011 - November 2012
NCI Information Systems, Inc. July 2009 - December 2010
Plante & Moran December 1999 - March 2009
National Tech Team 1997 - 1998
U.S.Navy 1985 - 1990
Skills
XP, VMware, Software Documentation, Troubleshooting, Active Directory, Windows 7, Network Security, Operating Systems, Security, Computer Hardware
Education
University of North Alabama 1981 — 1984
B.A., Commerical Photography
Caelum Research Corporation January 2011 - November 2012
NCI Information Systems, Inc. July 2009 - December 2010
Plante & Moran December 1999 - March 2009
National Tech Team 1997 - 1998
U.S.Navy 1985 - 1990
Skills
XP, VMware, Software Documentation, Troubleshooting, Active Directory, Windows 7, Network Security, Operating Systems, Security, Computer Hardware
Education
University of North Alabama 1981 — 1984
B.A., Commerical Photography
Christopher Abi-Raji's Plante & Moran Experience January 2008 - Present
Job Tax Manager at Plante & Moran
Industry Accounting
Experience
Plante & Moran January 2008 - Present
Skills
Tax Accounting, Tax Preparation, CPA, Tax, Tax Research, GAAP, ProSystem fx Tax, Income Tax
Education
Walsh College of Accountancy and Business Administration
MST, Taxation
University of Detroit Mercy 2006 — 2008
Plante & Moran January 2008 - Present
Skills
Tax Accounting, Tax Preparation, CPA, Tax, Tax Research, GAAP, ProSystem fx Tax, Income Tax
Education
Walsh College of Accountancy and Business Administration
MST, Taxation
University of Detroit Mercy 2006 — 2008
Jack McElroy's Plante & Moran Experience May 1969 - July 1982
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
McElroy Consulting LLC 2003 - Present
Michigan CAT September 1988 - December 2002
Liquid Drive Corporation August 1982 - August 1988
Plante & Moran May 1969 - July 1982
Education
University of Detroit Mercy 1965 — 1969
B.S., Accounting
McElroy Consulting LLC 2003 - Present
Michigan CAT September 1988 - December 2002
Liquid Drive Corporation August 1982 - August 1988
Plante & Moran May 1969 - July 1982
Education
University of Detroit Mercy 1965 — 1969
B.S., Accounting
Ryan Behringer, CPA's Plante & Moran Experience January 2008 - Present
Job Audit Associate at Plante Moran
Industry Accounting
Experience
Plante Moran January 2013 - Present
Plante & Moran January 2008 - Present
Clayton & McKervey, P.C. January 2007 - April 2007
BDO Seidman, LLP January 2005 - April 2005
Skills
Tax, Accounting, Auditing, Assurance, Financial Audits, Financial Reporting, GAAP, Tax Returns, Financial Analysis, Internal Controls
Education
University of Michigan-Dearborn 2007 — 2008
Masters, Finance
University of Michigan-Dearborn 2002 — 2006
Bachelors, Accounting
Detroit Catholic Central Highschool 1999 — 2002
General
Plante Moran January 2013 - Present
Plante & Moran January 2008 - Present
Clayton & McKervey, P.C. January 2007 - April 2007
BDO Seidman, LLP January 2005 - April 2005
Skills
Tax, Accounting, Auditing, Assurance, Financial Audits, Financial Reporting, GAAP, Tax Returns, Financial Analysis, Internal Controls
Education
University of Michigan-Dearborn 2007 — 2008
Masters, Finance
University of Michigan-Dearborn 2002 — 2006
Bachelors, Accounting
Detroit Catholic Central Highschool 1999 — 2002
General
Darlene Middleton's Plante & Moran Experience 1999 - 2006
Job Financial Senior Manager at University of Michigan Division of Public Safety & Security
Industry Higher Education
Experience
University of Michigan 2008 - Present
University of Michigan Health System June 2008 - November 2012
Plante & Moran 1999 - 2006
Plante & Moran, PLLC 1999 - 2006
PricewaterhouseCoopers 1993 - 1999
Coopers & Lybrand 1993 - 1998
Skills
Auditing, Financial Analysis, Financial Reporting, Accounting, Assurance, Internal Controls, GAAP, US GAAP, CPA, Financial Accounting, Internal Audit, Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
bba, Accounting
University of Michigan 2008 - Present
University of Michigan Health System June 2008 - November 2012
Plante & Moran 1999 - 2006
Plante & Moran, PLLC 1999 - 2006
PricewaterhouseCoopers 1993 - 1999
Coopers & Lybrand 1993 - 1998
Skills
Auditing, Financial Analysis, Financial Reporting, Accounting, Assurance, Internal Controls, GAAP, US GAAP, CPA, Financial Accounting, Internal Audit, Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
bba, Accounting
Jacqueline A. Primeau's Plante & Moran Experience 1979 - 1983
Job Internal Consultant Mergers, Acquisitions and Partnership Development
Industry Hospital & Health Care
Experience
Trinity Health (HQ Michigan) November 2014 - Present
Capital University 2009 - Present
Healthcare Financial Management Association - Eastern Michigan Chapter 1979 - Present
St. Joseph Mercy Oakland Hospital member of Trinity Health May 2013 - November 2014
Mount Carmel Health System, member of Trinity Health 2007 - July 2012
Trinity Health 2000 - 2006
Henry Ford Health System 1997 - 1999
Horizon Health System 1984 - 1997
Plante & Moran 1979 - 1983
Skills
Healthcare, Financial Analysis, Revenue Cycle, Strategic Planning, Process Improvement, Budgets, Managed Care, Healthcare Management, Hospitals, Mergers, Accounting, Financial Reporting, Healthcare Information..., Forecasting, Finance
Education
University of Michigan - Stephen M. Ross School of Business
Bachelors of Business Administration, Finance
Trinity Health (HQ Michigan) November 2014 - Present
Capital University 2009 - Present
Healthcare Financial Management Association - Eastern Michigan Chapter 1979 - Present
St. Joseph Mercy Oakland Hospital member of Trinity Health May 2013 - November 2014
Mount Carmel Health System, member of Trinity Health 2007 - July 2012
Trinity Health 2000 - 2006
Henry Ford Health System 1997 - 1999
Horizon Health System 1984 - 1997
Plante & Moran 1979 - 1983
Skills
Healthcare, Financial Analysis, Revenue Cycle, Strategic Planning, Process Improvement, Budgets, Managed Care, Healthcare Management, Hospitals, Mergers, Accounting, Financial Reporting, Healthcare Information..., Forecasting, Finance
Education
University of Michigan - Stephen M. Ross School of Business
Bachelors of Business Administration, Finance
Patricia Kerr CPA, CFP®'s Plante & Moran Experience 1977 - 1978
Job CPA/owner at Kerr Tax Consulting
Industry Accounting
Experience
Kerr Tax Consulting June 1991 - Present
Selden Fox, Ltd. 1986 - 1991
Touche Ross July 1982 - 1986
Touche Ross June 1979 - June 1982
Plante & Moran 1977 - 1978
First State Bank June 1974 - May 1977
Skills
CPA, Certified Financial..., Income Tax, Tax Preparation, Tax, Personal Tax Planning, Business Tax Planning, Tax Advisory, Tax Research, Small Business Tax, Personal Financial..., Tax Reporting, Financial Analysis, Tax Returns, Accounting, Corporate Tax, S Corporations, Partnership Taxation, Tax Accounting, State Tax, Corporate Tax Planning, Small Business, Management
Education
University of Notre Dame 1977 — 1979
MBA, Finance
University of Notre Dame - Mendoza College of Business 1977 — 1979
MBA, Finance
University of Detroit Mercy 1974 — 1977
B.S., Accounting
Our Lady Star of the Sea
Our Lady Star of the Sea High School
Our Lady Star of the Sea High School
Kerr Tax Consulting June 1991 - Present
Selden Fox, Ltd. 1986 - 1991
Touche Ross July 1982 - 1986
Touche Ross June 1979 - June 1982
Plante & Moran 1977 - 1978
First State Bank June 1974 - May 1977
Skills
CPA, Certified Financial..., Income Tax, Tax Preparation, Tax, Personal Tax Planning, Business Tax Planning, Tax Advisory, Tax Research, Small Business Tax, Personal Financial..., Tax Reporting, Financial Analysis, Tax Returns, Accounting, Corporate Tax, S Corporations, Partnership Taxation, Tax Accounting, State Tax, Corporate Tax Planning, Small Business, Management
Education
University of Notre Dame 1977 — 1979
MBA, Finance
University of Notre Dame - Mendoza College of Business 1977 — 1979
MBA, Finance
University of Detroit Mercy 1974 — 1977
B.S., Accounting
Our Lady Star of the Sea
Our Lady Star of the Sea High School
Our Lady Star of the Sea High School
Rich Gaul's Plante & Moran Experience 1999 - 2001
Job Manager at Mulcahy, Pauritsch, Salvador & Co., Ltd.
Industry Accounting
Experience
Mulcahy, Pauritsch, Salvador & Co., Ltd. August 2015 - Present
Mathieson, Moyski, Austin & Co., LLP July 2002 - July 2015
Plante & Moran 1999 - 2001
Klayman & Korman 1992 - 1995
Willson Graphics 1984 - 1986
Willson Graphics 1984 - 1986
Skills
Accounting, Auditing, GAAP, Financial Reporting, CPA, Tax Preparation, Tax, General Ledger, Partnership Taxation, Income Tax, Corporate Tax, US GAAP, Tax Accounting, Tax Research
Education
University of Illinois at Urbana-Champaign 1972 — 1978
M.S, Finance
Ottawa Township High School
Mulcahy, Pauritsch, Salvador & Co., Ltd. August 2015 - Present
Mathieson, Moyski, Austin & Co., LLP July 2002 - July 2015
Plante & Moran 1999 - 2001
Klayman & Korman 1992 - 1995
Willson Graphics 1984 - 1986
Willson Graphics 1984 - 1986
Skills
Accounting, Auditing, GAAP, Financial Reporting, CPA, Tax Preparation, Tax, General Ledger, Partnership Taxation, Income Tax, Corporate Tax, US GAAP, Tax Accounting, Tax Research
Education
University of Illinois at Urbana-Champaign 1972 — 1978
M.S, Finance
Ottawa Township High School
Jeff Eckles's Plante & Moran Experience July 1993 - Present
Job partner at Plante & Moran
Industry Accounting
Experience
Plante & Moran July 1993 - Present
Education
University of Michigan 1978 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Plante & Moran July 1993 - Present
Education
University of Michigan 1978 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Kristen Stumpo's Plante & Moran Experience May 1988 - Present
Job Assurance Partner at Plante & Moran Manufacturing, Distribution and NFP
Industry Accounting
Experience
Plante & Moran May 1988 - Present
Skills
Accounting, Audit, Manufacturing, Tax, Non-profits, Employee Benefit Plan..., Auditing, SEC filings, IFRS, Financial Reporting, Employee Benefits, Management Consulting, Budgets, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Mergers & Acquisitions, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA, Accounting
Plante & Moran May 1988 - Present
Skills
Accounting, Audit, Manufacturing, Tax, Non-profits, Employee Benefit Plan..., Auditing, SEC filings, IFRS, Financial Reporting, Employee Benefits, Management Consulting, Budgets, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Mergers & Acquisitions, Nonprofits
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA, Accounting
Mark Rusch's Plante & Moran Experience June 1977 - February 1987
Job CFO at Proper Group International
Industry Automotive
Experience
Proper Group International Area Director at Large -North Central RegionFinancial Executives International2008 - Present
Plante & Moran June 1977 - February 1987
Skills
Finance, Risk Management, Restructuring, Mergers & Acquisitions, Budgets, Financial Accounting, Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Strategic Planning, Asset Managment, Asset Management, Manufacturing, Managerial Finance, Tax, Business Development
Education
University of Detroit Mercy
BS, Accounting
Wayne State University
MBA, Finance
Proper Group International Area Director at Large -North Central RegionFinancial Executives International2008 - Present
Plante & Moran June 1977 - February 1987
Skills
Finance, Risk Management, Restructuring, Mergers & Acquisitions, Budgets, Financial Accounting, Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Strategic Planning, Asset Managment, Asset Management, Manufacturing, Managerial Finance, Tax, Business Development
Education
University of Detroit Mercy
BS, Accounting
Wayne State University
MBA, Finance
Rachel Pan, CPA's Plante & Moran Experience January 2009 - August 2013
Job Tax Manager at Holland Partner Group
Industry Real Estate
Experience
Holland Partner Group September 2013 - Present
Plante & Moran January 2009 - August 2013
RSM McGladrey August 2005 - January 2009
American Express Financial Advisors June 2001 - August 2003
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Preparation, Income Tax
Education
University of Illinois at Chicago 2003 — 2005
M.S.
University of Illinois at Chicago 2003 — 2005
M.B.A.
University of Illinois at Urbana-Champaign 1997 — 2001
B.S.
Holland Partner Group September 2013 - Present
Plante & Moran January 2009 - August 2013
RSM McGladrey August 2005 - January 2009
American Express Financial Advisors June 2001 - August 2003
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Preparation, Income Tax
Education
University of Illinois at Chicago 2003 — 2005
M.S.
University of Illinois at Chicago 2003 — 2005
M.B.A.
University of Illinois at Urbana-Champaign 1997 — 2001
B.S.
Jonathan Strycharz, CPA MST's Plante & Moran Experience January 2009 - Present
Job Tax Specialist
Industry Accounting
Experience
Plante & Moran January 2009 - Present
Plante & Moran, PLLC January 2008 - December 2008
Masco Corporation May 2007 - September 2007
Plante & Moran, PLLC January 2007 - April 2007
Skills
Microsoft Office, CCH, Caseware Working Papers, Tax Compliance, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Sales Tax, Tax Accounting, Tax Research, Tax Credits, Prosystems FX Tax, Auditing, Audit, State Taxation, Individual Taxation, Partnership Taxation, Local Taxation, Federal Taxation, Property Tax, Tax, CPA, Financial Audits, ProSystem fx Tax
Education
Walsh College of Accountancy and Business Administration 2011 — 2014
Master's Degree, Taxation
University of Michigan-Dearborn 2004 — 2008
BBA, Financial Accounting and Reporting
Plante & Moran January 2009 - Present
Plante & Moran, PLLC January 2008 - December 2008
Masco Corporation May 2007 - September 2007
Plante & Moran, PLLC January 2007 - April 2007
Skills
Microsoft Office, CCH, Caseware Working Papers, Tax Compliance, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Sales Tax, Tax Accounting, Tax Research, Tax Credits, Prosystems FX Tax, Auditing, Audit, State Taxation, Individual Taxation, Partnership Taxation, Local Taxation, Federal Taxation, Property Tax, Tax, CPA, Financial Audits, ProSystem fx Tax
Education
Walsh College of Accountancy and Business Administration 2011 — 2014
Master's Degree, Taxation
University of Michigan-Dearborn 2004 — 2008
BBA, Financial Accounting and Reporting
Janice Wargo's Plante & Moran Experience Employee Benefit ConsultantPlante & Moran, PLLC1998 - Present
Job Employee Benefit Consultant at Plante & Moran, PLLC
Industry Accounting
Experience
Plante & Moran Employee Benefit ConsultantPlante & Moran, PLLC1998 - Present
Comerica Bank 1970 - 1998
Education
University of Michigan
BS Math, Math, Business
Wayne State University
MBA Finance, Business, Finance
Plante & Moran Employee Benefit ConsultantPlante & Moran, PLLC1998 - Present
Comerica Bank 1970 - 1998
Education
University of Michigan
BS Math, Math, Business
Wayne State University
MBA Finance, Business, Finance
Joshua Yde, CPA's Plante & Moran Experience June 2010 - August 2010
Job Staff at Plante & Moran, PLLC
Industry Accounting
Experience
Plante & Moran, PLLC August 2011 - Present
Plante & Moran June 2010 - August 2010
ADT Security Services January 2006 - January 2009
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Tax Preparation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
MAcc, Accounting
University of Michigan-Dearborn 2009 — 2010
Accounting
University of Wisconsin-Madison 2000 — 2004
B.S., Mathematics, History
Plante & Moran, PLLC August 2011 - Present
Plante & Moran June 2010 - August 2010
ADT Security Services January 2006 - January 2009
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Tax Preparation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
MAcc, Accounting
University of Michigan-Dearborn 2009 — 2010
Accounting
University of Wisconsin-Madison 2000 — 2004
B.S., Mathematics, History
Dianne Gagne, CPA's Plante & Moran Experience January 1995 - December 1996
Job Financial Analyst Senior
Industry Hospital & Health Care
Experience
The University of Michigan Comprehensive Cancer Center December 2010 - Present
Plante & Moran January 1995 - December 1996
Deloitte January 1990 - January 1993
Deloitte January 1990 - April 1990
Harper Hospital May 1989 - August 1989
Education
University of Michigan-Dearborn 1985 — 1990
BBA, Accounting & Finance
The University of Michigan Comprehensive Cancer Center December 2010 - Present
Plante & Moran January 1995 - December 1996
Deloitte January 1990 - January 1993
Deloitte January 1990 - April 1990
Harper Hospital May 1989 - August 1989
Education
University of Michigan-Dearborn 1985 — 1990
BBA, Accounting & Finance
Nancy Thibideau CPA's Plante & Moran Experience January 1998 - April 2010
Job Tax Manager at Amerisure Insurance Co.
Industry Accounting
Experience
Amerisure Insurance March 2012 - Present
Plante Moran December 2010 - March 2012
Plante & Moran January 1998 - April 2010
Ernst & Young (formerly Ernst & Whinney) May 1985 - April 1989
Skills
Federal Taxation, Michigan Income Tax, Income Tax Planning, State and Local Taxation, Tax Accounting, Corporate Tax, CPA, Tax Preparation, Accounting, Financial Accounting, QuickBooks, Tax Research, Partnership Taxation, Bookkeeping, GAAP, International Tax, Tax Returns, Tax Advisory, SEC filings
Education
University of Michigan-Dearborn 1980 — 1985
BBA, Accounting
Amerisure Insurance March 2012 - Present
Plante Moran December 2010 - March 2012
Plante & Moran January 1998 - April 2010
Ernst & Young (formerly Ernst & Whinney) May 1985 - April 1989
Skills
Federal Taxation, Michigan Income Tax, Income Tax Planning, State and Local Taxation, Tax Accounting, Corporate Tax, CPA, Tax Preparation, Accounting, Financial Accounting, QuickBooks, Tax Research, Partnership Taxation, Bookkeeping, GAAP, International Tax, Tax Returns, Tax Advisory, SEC filings
Education
University of Michigan-Dearborn 1980 — 1985
BBA, Accounting
Plante Moran
Hay Group
Plante & Moran, PLLC
Clarkston Consulting
SM&A
LeChase Construction
Ideal Innovations, Inc.
USC Consulting Group