Acumen Financial Services Group
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Acumen Financial Services Group Employees
Employee
Years
Job
Industry
Heidi Walsh (Helbich) Heidi Walsh (Helbich)'s Acumen Financial Services Group Experience August 2012 - August 2013
Job Global Meetings & Events at Nike
Industry Events Services
Experience
Nike April 2015 - Present
Nike September 2013 - April 2015
Acumen Financial Services Group August 2012 - August 2013
Kelly Services June 2012 - August 2012
Kelly Services January 2012 - June 2012
Career Education Corporation January 2010 - January 2012
O'Reilly Auto Parts June 2009 - January 2010
West Valley Hardwood Distributors February 2008 - October 2008
Iron Mountain February 2007 - February 2008
Holland America Line and Princess Cruises Alaska and the Yukon November 2004 - February 2007
Skills
Microsoft Word, Teaching, Public Speaking, Budgets, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Customer Service, Windows, Research, Strategic Planning, Time Management, Data Entry, Analysis, Training, English, Photoshop, Multi Tasking, Management, Team Building, Leadership, Social Media, Social Networking, New Business Development, Customer Satisfaction, Staff Development, Coaching, Event Management
Education
American InterContinental University 2005 — 2007
Master of Business Administration (M.B.A.), Accounting/Finance & Management
American InterContinental University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Management
Puyallup High School 1999 — 2002
Nike April 2015 - Present
Nike September 2013 - April 2015
Acumen Financial Services Group August 2012 - August 2013
Kelly Services June 2012 - August 2012
Kelly Services January 2012 - June 2012
Career Education Corporation January 2010 - January 2012
O'Reilly Auto Parts June 2009 - January 2010
West Valley Hardwood Distributors February 2008 - October 2008
Iron Mountain February 2007 - February 2008
Holland America Line and Princess Cruises Alaska and the Yukon November 2004 - February 2007
Skills
Microsoft Word, Teaching, Public Speaking, Budgets, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Customer Service, Windows, Research, Strategic Planning, Time Management, Data Entry, Analysis, Training, English, Photoshop, Multi Tasking, Management, Team Building, Leadership, Social Media, Social Networking, New Business Development, Customer Satisfaction, Staff Development, Coaching, Event Management
Education
American InterContinental University 2005 — 2007
Master of Business Administration (M.B.A.), Accounting/Finance & Management
American InterContinental University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Management
Puyallup High School 1999 — 2002
Joshua Mack Joshua Mack's Acumen Financial Services Group Experience January 2014 - Present
Job Staff Accountant at Acumen Financial Services Group
Industry Accounting
Experience
Acumen Financial Services Group January 2014 - Present
UPS April 2013 - January 2015
Commonwealth Real Estate Services April 2012 - October 2014
Copper Creek Mercantile May 2011 - March 2012
Skills
Time Management, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, QuickBooks, Inventory Management, Customer Service, Social Media, Tax Preparation, Leadership, Public Speaking, Event Planning, Research, Strategic Planning, Communication
Education
Corban University 2011 — 2015
Bachelor of Science (expected), Accounting and Finance/ Management, Junior
Western Mennonite School 2006 — 2011
High School Diploma, College Preparatory, 4.0 GPA
Acumen Financial Services Group January 2014 - Present
UPS April 2013 - January 2015
Commonwealth Real Estate Services April 2012 - October 2014
Copper Creek Mercantile May 2011 - March 2012
Skills
Time Management, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, QuickBooks, Inventory Management, Customer Service, Social Media, Tax Preparation, Leadership, Public Speaking, Event Planning, Research, Strategic Planning, Communication
Education
Corban University 2011 — 2015
Bachelor of Science (expected), Accounting and Finance/ Management, Junior
Western Mennonite School 2006 — 2011
High School Diploma, College Preparatory, 4.0 GPA
Sarah Mohler's Acumen Financial Services Group Experience May 2013 - September 2013
Job Applications Recruiter at TEKsystems specializing in Quality Assurance
Industry Higher Education
Experience
TEKsystems April 2015 - Present
Mutual of Enumclaw June 2014 - August 2014
Oregon University System - Chancellor's Office February 2011 - June 2014
Acumen Financial Services Group May 2013 - September 2013
Acumen Financial Services Group February 2013 - April 2013
Skills
Leadership, Public Speaking, Time Management, Marketing, Management, Research, Data Analysis, Strategic Planning, Recruiting, Networking, Public Relations, PowerPoint, Microsoft Office, Financial Analysis, Program Management, Analysis, Accounting, Nonprofits
Education
Oregon State University 2009 — 2014
Bachelor of Science (B.S.), Finance
Redmond High School 2005 — 2009
TEKsystems April 2015 - Present
Mutual of Enumclaw June 2014 - August 2014
Oregon University System - Chancellor's Office February 2011 - June 2014
Acumen Financial Services Group May 2013 - September 2013
Acumen Financial Services Group February 2013 - April 2013
Skills
Leadership, Public Speaking, Time Management, Marketing, Management, Research, Data Analysis, Strategic Planning, Recruiting, Networking, Public Relations, PowerPoint, Microsoft Office, Financial Analysis, Program Management, Analysis, Accounting, Nonprofits
Education
Oregon State University 2009 — 2014
Bachelor of Science (B.S.), Finance
Redmond High School 2005 — 2009
Steven Ohl Steven Ohl's Acumen Financial Services Group Experience January 2012 - November 2014
Job Staff Accountant II at Maginnis & Carey LLP
Industry Accounting
Experience
Maginnis & Carey LLP January 2015 - Present
Acumen Financial Services Group January 2012 - November 2014
KPMG US October 2010 - May 2011
Skills
Organization, Accounting, Auditing, GAAP, General Ledger, Financial Statements, Tax Preparation, Financial Accounting, Corporate Tax, Tax Research, Fixed Assets, Accruals, Partnership Taxation, Tax Accounting, SEC filings, Financial Analysis, Microsoft Excel
Education
Linfield College 2005 — 2010
Bachelor of Arts (B.A.), Accounting
Wilsonville High School 2000 — 2005
Maginnis & Carey LLP January 2015 - Present
Acumen Financial Services Group January 2012 - November 2014
KPMG US October 2010 - May 2011
Skills
Organization, Accounting, Auditing, GAAP, General Ledger, Financial Statements, Tax Preparation, Financial Accounting, Corporate Tax, Tax Research, Fixed Assets, Accruals, Partnership Taxation, Tax Accounting, SEC filings, Financial Analysis, Microsoft Excel
Education
Linfield College 2005 — 2010
Bachelor of Arts (B.A.), Accounting
Wilsonville High School 2000 — 2005
Katie McCoy's Acumen Financial Services Group Experience January 2014 - Present
Job Staff Accountant at Acumen Financial Services Group
Industry Accounting
Experience
Acumen Financial Services Group January 2014 - Present
Linfield College August 2012 - Present
Nike Factory Store February 2011 - June 2014
Climax Portable Machining & Welding Systems June 2013 - August 2013
Education
Linfield College 2010 — 2014
Bachelor of Arts (BA), Accounting
Acumen Financial Services Group January 2014 - Present
Linfield College August 2012 - Present
Nike Factory Store February 2011 - June 2014
Climax Portable Machining & Welding Systems June 2013 - August 2013
Education
Linfield College 2010 — 2014
Bachelor of Arts (BA), Accounting
Isaiah Bower Isaiah Bower's Acumen Financial Services Group Experience December 2013 - Present
Job Senior Accountant at Acumen Financial Services Group
Industry Accounting
Experience
Acumen Financial Services Group December 2013 - Present
Linn-Benton Community College September 2011 - Present
Johnson McGowan & Associates, LLP July 2012 - November 2013
Moss Adams LLP May 2008 - August 2011
Northwest Christian University January 2010 - March 2010
Skills
Financial Statements, QuickBooks, Accounting, Accounts Payable, Microsoft Excel, General Ledger, Great Plains Software, Tax, Financial Accounting, Microsoft Office, PowerPoint, Financial Reporting, Auditing, Customer Service, Nonprofits, Management, GAAP, Bookkeeping, Tax Preparation, Tax Research, Financial Analysis, US GAAP, Corporate Tax, Income Tax, Partnership Taxation
Education
Liberty University 2008 — 2009
Masters, Accounting
Northwest Christian University 2004 — 2008
Bachelors of Arts, Accounting
Acumen Financial Services Group December 2013 - Present
Linn-Benton Community College September 2011 - Present
Johnson McGowan & Associates, LLP July 2012 - November 2013
Moss Adams LLP May 2008 - August 2011
Northwest Christian University January 2010 - March 2010
Skills
Financial Statements, QuickBooks, Accounting, Accounts Payable, Microsoft Excel, General Ledger, Great Plains Software, Tax, Financial Accounting, Microsoft Office, PowerPoint, Financial Reporting, Auditing, Customer Service, Nonprofits, Management, GAAP, Bookkeeping, Tax Preparation, Tax Research, Financial Analysis, US GAAP, Corporate Tax, Income Tax, Partnership Taxation
Education
Liberty University 2008 — 2009
Masters, Accounting
Northwest Christian University 2004 — 2008
Bachelors of Arts, Accounting
Brooke Niemann Brooke Niemann's Acumen Financial Services Group Experience February 2015 - April 2015
Job Financial Accountant at Milestone Systems
Industry Accounting
Experience
Milestone Systems June 2015 - Present
Linfield College January 2012 - May 2015
Acumen Financial Services Group February 2015 - April 2015
ISSI Integrated Silicon Solution Inc. June 2014 - August 2014
Bellevue Aquatic Center 2008 - June 2014
Parsons and Germer CPAs January 2014 - April 2014
Linfield College February 2012 - December 2013
Linfield College September 2012 - November 2012
Interlake High School August 2010 - June 2011
A.P. Institute 2009 - 2010
Skills
Time Management, Organization, Customer Service, Accounting, Economics, Networking, Sports, Long Distance Running, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Spreadsheets, Financial Statements, People Skills, Data Entry
Education
Linfield College 2011 — 2015
Bachelor of Science (BS), Accounting and Economics, Minor in Sport Management, Senior
Milestone Systems June 2015 - Present
Linfield College January 2012 - May 2015
Acumen Financial Services Group February 2015 - April 2015
ISSI Integrated Silicon Solution Inc. June 2014 - August 2014
Bellevue Aquatic Center 2008 - June 2014
Parsons and Germer CPAs January 2014 - April 2014
Linfield College February 2012 - December 2013
Linfield College September 2012 - November 2012
Interlake High School August 2010 - June 2011
A.P. Institute 2009 - 2010
Skills
Time Management, Organization, Customer Service, Accounting, Economics, Networking, Sports, Long Distance Running, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Spreadsheets, Financial Statements, People Skills, Data Entry
Education
Linfield College 2011 — 2015
Bachelor of Science (BS), Accounting and Economics, Minor in Sport Management, Senior
Jeff Raschio's Acumen Financial Services Group Experience January 2013 - May 2013
Job Credit Analyst 2 at U.S. Bank
Industry Accounting
Experience
Acumen Financial Services Group January 2013 - May 2013
Levi Strauss & Co. June 2012 - January 2013
Moss Adams LLP January 2012 - April 2012
Curtis Restaurant Equipment July 2011 - August 2011
United Way of Lane County August 2010 - December 2010
Wildish Sand & Gravel June 2009 - October 2009
Wentworth Pontiac Buick GMC July 2008 - December 2008
Pepsi Cola, Inc July 2007 - September 2007
Skills
Accounting, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Financial Analysis, Public Speaking, Microsoft Word, Public Relations, Social Media Marketing, Marketing, Sales, Management, Event Planning, Outlook, Fundraising, Access
Education
Linfield College 2011 — 2011
Post Baccalaureate Certificate, Accounting
University of Oregon 2006 — 2010
Bachelor's degree, Business Administration, Finance
University of Oregon, Lundquist College of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Acumen Financial Services Group January 2013 - May 2013
Levi Strauss & Co. June 2012 - January 2013
Moss Adams LLP January 2012 - April 2012
Curtis Restaurant Equipment July 2011 - August 2011
United Way of Lane County August 2010 - December 2010
Wildish Sand & Gravel June 2009 - October 2009
Wentworth Pontiac Buick GMC July 2008 - December 2008
Pepsi Cola, Inc July 2007 - September 2007
Skills
Accounting, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Financial Analysis, Public Speaking, Microsoft Word, Public Relations, Social Media Marketing, Marketing, Sales, Management, Event Planning, Outlook, Fundraising, Access
Education
Linfield College 2011 — 2011
Post Baccalaureate Certificate, Accounting
University of Oregon 2006 — 2010
Bachelor's degree, Business Administration, Finance
University of Oregon, Lundquist College of Business 2006 — 2010
Bachelor of Science, Business Administration; Finance
Liberty Karolak Liberty Karolak's Acumen Financial Services Group Experience January 2011 - January 2012
Job Aspiring Production Assistant in Broadcasting
Industry Entertainment
Experience
Famous Dave's of America May 2009 - December 2014
All Classical Portland 89.9 May 2012 - August 2012
Acumen Financial Services Group January 2011 - January 2012
Skills
Learn New Software..., Highly detail oriented, Customer Satisfaction, Active Team Player, Problem Solving, Always Punctual, Dependable Team Player, Sales Management, Communication Skills, Customer Service, Account Management, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, YouTube, Tumblr, Instagram, Employee Training, At Multitasking, Collaborative Problem..., Collaborative Leadership, Radio Production
Education
Linfield College 2010 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies
Linfield College 2010 — 2013
Bachelor's degree, Mass Communication/Media Studies
Famous Dave's of America May 2009 - December 2014
All Classical Portland 89.9 May 2012 - August 2012
Acumen Financial Services Group January 2011 - January 2012
Skills
Learn New Software..., Highly detail oriented, Customer Satisfaction, Active Team Player, Problem Solving, Always Punctual, Dependable Team Player, Sales Management, Communication Skills, Customer Service, Account Management, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, YouTube, Tumblr, Instagram, Employee Training, At Multitasking, Collaborative Problem..., Collaborative Leadership, Radio Production
Education
Linfield College 2010 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies
Linfield College 2010 — 2013
Bachelor's degree, Mass Communication/Media Studies
Kendra Steph's Acumen Financial Services Group Experience October 2008 - Present
Job Tax Partner at Acumen Financial Services Group
Industry Accounting
Experience
Acumen Financial Services Group October 2008 - Present
Skills
Estate Tax Planning, Corporate Tax Planning, Personal Tax Planning
Education
Oregon State University
Bachelor's degree, Business/Accounting
Acumen Financial Services Group October 2008 - Present
Skills
Estate Tax Planning, Corporate Tax Planning, Personal Tax Planning
Education
Oregon State University
Bachelor's degree, Business/Accounting