AKT LLP
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AKT LLP Employees
AKT, LLP December 2014 - Present
AKT, LLP November 2011 - Present
Lipsey, Youngren, Means, Ogren & Sandberg, LLP December 2007 - May 2010
Surecraft Supply, Inc. and Surecoat, Inc. November 2003 - December 2007
PwC December 2002 - November 2003
EY October 2001 - December 2002
Skills
Auditing, Tax, CPA, Financial Reporting, Finance, GAAP, Accounting, Financial Accounting, Management, Financial Analysis, QuickBooks, Internal Controls
Education
Indiana University Bloomington 2000 — 2001
Master of Accountancy, Audit and Information Systems
Indiana University Bloomington 1996 — 2000
Bachelor of Science (BS), Clarinet Performance with an Outside Field in Business
Xssentials June 2015 - Present
AKT CPAs, Advisors, Consultants July 2014 - March 2015
University of San Diego September 2009 - June 2014
AKT LLP January 2013 - April 2014
University of San Diego Club Volleyball September 2010 - May 2011
Skills
Time Management, Organised, Eager To Learn, Patience, Fundraising, PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media, Teamwork, Facebook, Marketing, Customer Service, Outlook, Event Management, Training, Accounting, Spanish
Education
University of San Diego 2013 — 2014
Master of Science (M.S.), Taxation
University of San Diego 2009 — 2013
Bachelor's degree, Accounting
Strasbourg School of Management 2011 — 2012
Management
Family SkillBuilders, Inc. August 2012 - Present
Concordia University Portland August 2011 - May 2012
AKT LLP 2003 - 2011
Skills
Group Therapy, Family Therapy, Parenting Skills..., Mental Health Counseling, Play Therapy, CBT, Psychology, Therapists, Motivational..., Adolescents, Self-esteem, Mental Health, Grief Counseling, Individual Counselling, Counseling Psychology, Behavioral Health, Case Management, Crisis Intervention
Education
George Fox University 2009 — 2012
MA, Clinical Mental Health Counseling
Taylor University 1999 — 2003
Bachelor's degree, Psychology
Children's Health Alliance and Children's Health Foundation 2011 - Present
Life Flight Network 2009 - 2011
AKT LLP 2005 - 2009
KPMG 2002 - 2005
Arthur Andersen 1994 - 2002
Skills
Healthcare, Healthcare Management, Healthcare Consulting, Physicians, Health Insurance, Nonprofits, Strategic Financial..., Financial Analysis, Finance, Strategic Planning, Budgets, Management, Management Consulting, Risk Management, Financial Reporting, Internal Controls, Accounting, Auditing
Education
Stanford University 1990 — 1994
B.A., Economics, Public Policy
The Standard January 2015 - Present
The Standard August 2013 - December 2014
Donahue Development LLC December 2010 - July 2013
AKT LLP May 2008 - August 2008
Lincoln Financial Group May 2007 - August 2007
Prudential Financial May 2003 - August 2003
Skills
Analysis, Marketing, Investments, Accounting, Organization, Finance, Sales, Insurance, Financial Modeling, Management, Leadership, Portfolio Management, Customer Service, Financial Analysis
Education
Willamette University - Atkinson Graduate School of Management 2005 — 2009
MBA, Business Management
Willamette University College of Law 2005 — 2009
J.D., Law
The Master's College 2001 — 2005
B.S., Business Management
PEAK6 Investments August 2015 - Present
Northern Trust August 2013 - August 2015
CME Group, Inc July 2010 - August 2013
AKT, LLP June 2009 - August 2009
Skills
Internal Controls, Finance, Financial Statements, Teamwork, Nonprofits, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, Auditing, US GAAP, Financial Accounting, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (B.Sc), Business Administration; Finance, and Accounting
OCH International December 2012 - Present
Ivey Jacobson and Co. July 2009 - December 2012
Albertson's Inc July 2009 - September 2009
AKT LLP September 2007 - April 2009
Napier and Company January 2006 - May 2007
Skills
Auditing, Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Tax Returns, Payroll, Process Improvement, Risk Management, CPA, Strategic Planning, Accounting, Financial Analysis, Tax Preparation, Financial Reporting, Microsoft Excel, Account Reconciliation, GAAP, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
BS, Accounting
Ontario High School 1998 — 2002
Diploma
AKT LLP December 2013 - Present
Duncan Sowers and Company July 2013 - November 2013
PwC June 2010 - June 2013
Skills
Tax, Corporate Tax, Tax Research, Accounting, Income Tax, Tax Preparation, Tax Accounting, Financial Reporting, Microsoft Excel, CPA, Individual Tax, Personal Tax Planning, Estate & Gift Taxation
Education
Colorado State University 2007 — 2011
BS Business Administration: Accounting and Financial Planning, Accounting and Financial Planning, Minor in Economics
Nike June 2014 - Present
Nike February 2013 - May 2014
Timber Press January 2012 - April 2012
Tin House Books February 2011 - August 2011
AKT LLP September 2009 - December 2010
Palm Beach Tan March 2009 - September 2009
Bath and Bodyworks June 2006 - June 2008
Skills
Blogging, Publicity, Photography, Marketing, Copy Editing, Editing, Microsoft Office, Editorial, Publishing, Books, Social Media, Social Networking, Microsoft Word, Sales
Education
University of Oregon 2004 — 2008
Bachelor of Arts, English
Sprague High School 2000 — 2004
Diploma
Hendrick & Kellison June 2013 - October 2014
Stover Neyhart & Co. January 2013 - May 2013
AKT LLP, CPAs and Business Consultants September 2011 - January 2013
AKT LLP June 2010 - August 2010
Truax Corporation July 2008 - August 2009
McMinnville Site Stor June 2008 - August 2008
US Bank November 2007 - June 2008
Truax Coporation June 2002 - December 2007
The Dana Hotel February 2007 - May 2007
Throwerventures February 2006 - May 2006
Skills
Accounting, Payroll, Recruiting, Human Resources, Management, Training, Financial Statements, Customer Service, Accounts Receivable, GAAP, Finance
Education
Willamette University - Atkinson Graduate School of Management 2009 — 2011
MBA
University of San Diego 2003 — 2007
B.B.A.
AKT LLP, CPAs and Business Consultants December 2014 - Present
AKT LLP, CPAs and Business Consultants November 2011 - November 2014
AKT LLP January 2005 - November 2011
Skills
Accounting, Start-ups, Tax Preparation, Auditing, CPA, Nonprofits, US GAAP, Financial Statements, Tax Accounting, Retirement Planning, Financial Advisory, Employee Benefits, GAAP, Internal Controls, Financial Reporting, Consulting, Financial Analysis
Education
University of San Diego 2004 — 2005
Master's of Accountancy, Accountancy
University of San Diego 2000 — 2005
Bachelor of Accountancy, Accountancy
Cares Community Health March 2013 - Present
Sacramento Steps Forward January 2012 - March 2013
AKT LLP January 2008 - August 2011
St. Clare's Home, Inc September 2007 - December 2008
Sacramento Theatre Company June 2006 - August 2007
University of California at Davis January 2000 - April 2003
Yolo County Auditor's Office November 1998 - May 1999
Kennedy Accounting Systems July 1997 - September 1998
Skills
Auditing, Financial Reporting
Education
University of California, Santa Barbara
Bachelor of Arts, Economics
California State University-Sacramento
Masters, 24 units completed, International Affairs
TechnoCom Corporation September 2013 - July 2015
Delta Design October 2012 - April 2013
SGN Nutrition November 2011 - June 2012
Sony Corporation of America November 2010 - March 2011
Sony Electronics October 2009 - November 2010
AKT LLP August 2004 - May 2009
Apple One Employment Agency May 2004 - August 2004
Grice Lund & Tarkington September 2002 - November 2003
Valley Metals Inc. November 2000 - April 2002
Masson & Associates, Inc. July 1999 - August 2000
Skills
Travel Arrangements, Organization, Professional Services, Typing, 10 Key, Methodical, Common Sense, Human Resources, Administrative Work, Benefits Administration, New Hire Orientations, A/R collections, Accounts Receivable, Appointment Scheduling, Teamwork, Flexible to Change, Building Maintenance, Handle Confidential..., Account Reconciliation, Employee Benefits, Customer Service, Microsoft Excel, HR Policies, Internet, Microsoft Word, Microsoft Office, Social Networking, Onboarding, PowerPoint, Proofreading, Writing, Recruiting, Time Management, Outlook, Temporary Placement
Education
California State University San Marcos 2008 — 2009
Certificate, Human Resources Management
Des Moines Area Community College 1980 — 1981
Diploma, Correspondence Secretary
Southeast Polk High School 1976 — 1980
Diploma, General Education
AKT Wealth Advisors March 2005 - Present
AKT LLP 2005 - Present
Education
Oregon State University
Bachelor of Science (B.S.), Political Science and Government
Pittman & Brooks, P.C. November 2011 - Present
Irvine & Company, LLC September 2010 - October 2011
AKT, LLP January 2004 - May 2010
Cultural Services of the French Embassy October 2004 - June 2005
The Parrott Partnership, LLP January 2003 - October 2003
The Parrott Partnership, LLP January 2002 - April 2002
Les Whitworth, CPA January 2002 - April 2002
Education
Oregon Board of Accountancy 2004 — 2012
CPA License
Portland State University - School of Business 2000 — 2001
Master of Science, Financial Analysis
Portland State University - School of Business 1996 — 2000
Bachelor of Arts, Accounting
AKT LLP 2006 - 2010
CancerVax June 2002 - December 2005
Skills
Peachtree, Auditing
Education
Colorado State University 1996 — 1997
Secondary Education and Teaching
University of Arizona 1993 — 1996
Bachelor of Arts (BA), English/Language Arts Teacher Education