American Express Tax & Business Services
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American Express Tax & Business Services Employees
American Express June 2011 - Present
Threadneedle Asset Management July 2005 - June 2009
American Express Tax & Business Services 2003 - 2005
The McElwee Group 1999 - 2003
Skills
Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management, Financial Services, Banking, Fixed Income, Relationship Management
Education
CUNY School of Professional Studies 2013 — 2016
Bachelor of Arts (B.A.), Sociology
City University of New York-Baruch College 2011 — 2013
BA, History with a specialization in European History; English Minor
Kingsborough Community College 2009 — 2011
Liberal Arts
Franklin Pierce University 1997 — 1999
Archaeology, Art History
St. Edmund Preparatory Academy 1984 — 1988
Risk & Regulatory Consulting LLC (formerly a segment of RSM McGladrey) May 2012 - Present
RSM McGladrey Inc October 2005 - April 2012
American Express Tax & Business Services 2002 - 2005
Arthur Andersen 1980 - 2002
Skills
Insurance Consulting &..., Statutory Accounting, Troubled Insurance..., Model Audit Rule..., Internal Controls, Internal Audit, Risk Assessment, Risk Management, Corporate Governance, Insurance Consulting, Property & Casualty..., Reinsurance, Insurance, Accounting, Auditing, Certified Fraud Examiner, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting
Education
Florida State University - College of Business
AA, Accounting
Mercer University
University of North Florida - College of Business Administration
BBA, Accounting
Stansberry Research June 2015 - Present
McCormick September 2011 - June 2015
Ernst & Young January 2011 - September 2011
SC&H Group November 2007 - January 2011
RSM McGladrey 2000 - 2007
American Express Tax & Business Services 2000 - 2005
Skills
Talent Acquisition, Sourcing, Management, Pipeline Management, Executive Search, Recruiting, Leadership, Applicant Tracking..., College Recruiting, Internet Recruiting, Employer Branding, Technical Recruiting, Workforce Planning, Talent Management, Benefits Negotiation, Succession Planning, Onboarding, Permanent Placement, Temporary Placement, Employee Relations, Executive compensation, Negotiation
Education
Roanoke College 1992 — 1996
BS
Universität Salzburg 1995 — 1995
Anytime Fitness December 2010 - Present
Blanski Peter Kronlage & Zoch, P.A. December 1998 - Present
American Express Tax & Business Services December 1990 - December 1998
Bach & Associates June 1987 - December 1990
Skills
Security, CPA, Financial Accounting, Accounting, Small Business, Management, Process Improvement, Financial Reporting, QuickBooks, Consulting, General Ledger, Tax, Internal Controls, Financial Statements, Budgets, Financial Analysis, Tax Preparation, Managerial Finance, Analysis, Due Diligence, Payroll
Education
St. Cloud State University 1985 — 1987
BS, Accounting
Bartlesville Wesleyan College/Oklahoma Wesleyan University 1983 — 1985
AA, Accounting
That Travel Lady March 2011 - Present
Dallco's Den February 2007 - March 2011
American Express Tax & Business Services March 2000 - August 2002
Catalog International 1998 - 2000
Columbus IT Partner USA, Inc. September 1997 - September 1998
Andersen Consulting January 1997 - September 1997
CR Systems 1995 - 1997
Skills
Marketing Management, Marketing Strategy, Email Marketing, Online Advertising, Market Research, Product Marketing, Marketing Communications, Event Management, New Business Development, CRM, Business Development, Sales Management, SEO, Social Networking, Business Strategy, Advertising, Start-ups, Retail, Social Media, Strategic Planning, Travel Arrangements, Travel Planning, Travel, Honeymoons, Destination Events, Wedding Coordinating, Destination Weddings, Romance, Romance Travel, Romantic Getaways, Leisure Travel, Jamaica Specialist, Travel Agency, Certified Sandals, River Cruises, Inclusive Resorts, Luxury Cruise, Customer Service, Public Relations, Tourism, Account Management, Weddings, Leisure, Travel Management, Business Travel, E-commerce, Resorts, Event Planning, Online Marketing, Tour Operators
Education
University of Southern Denmark 1989 — 1994
MBA, International Marketing
University of Illinois at Urbana-Champaign 1984 — 1988
B.Sc, Business
Newcastle University 1986 — 1987
International Business
Maine Township Highschool East
Abraham Cohan, CPA November 2013 - Present
McGladrey LLP October 2006 - October 2013
American Express Tax & Business Services October 2004 - September 2006
Skills
Hedge Funds, Fund Accounting, Auditing, US GAAP, Fund Of Funds, Bloomberg Terminal, Advent Partners, Microsoft Office 2007, GoSystems, QuickBooks, Internet, ProSystem fx Tax, Caseware, Partnerships, NYS Notary Public, Financial Analysis, Accounting, Tax Returns, CPA, Financial Accounting, Financial Statements, Internal Controls, Microsoft Office, GAAP, Financial Reporting, Tax
Education
Queens College 2003 — 2006
Bachelor of Arts (B.A.)
Queens College 2001 — 2003
Bachelor of Arts (B.A.)
Astorg & Koreski, PLLC October 2011 - Present
H & R Block Tax & Business Services October 2005 - September 2011
American Express Tax & Business Services August 1982 - September 2005
Skills
Income Tax Preparation..., Accounting and Tax for..., West Virginia Sales &...
Education
Marshall University 1964 — 1968
Bachelor of Arts (B.A.), Accounting
Parkersburg High School 1958 — 1961
Diploma
GATX Corporation December 2011 - Present
GATX Corporation March 2007 - December 2011
GATX Corporation March 2005 - March 2007
American Express Tax & Business Services February 2002 - March 2005
Gimbel, Abrams & Singer January 2000 - February 2002
Arthur Andersen January 1998 - January 2000
Skills
Financial Analysis, Forecasting, Investments, Accounting, Financial Reporting, Portfolio Management, Corporate Finance, Budgets, Business Strategy, Budgeting, Asset Management, Financial Planning, Cash Flow, Finance, Business Development, Business Analysis
Education
The University of Chicago Booth School of Business 2004 — 2006
M.B.A., Finance, Management
Indiana University-Northwest 1996 — 1997
Post Bacc., Accounting
Northern Arizona University 1992 — 1996
B.S., Criminal Justice
TECO Energy September 2014 - Present
PowerPlan, Inc. January 2012 - August 2014
Progress Energy June 2010 - January 2012
Progress Energy July 2008 - April 2011
Progress Energy June 2007 - July 2008
Standard Pacific Homes January 2006 - June 2007
Raytheon 2003 - 2006
American Express Tax & Business Services 2003 - 2003
PricewaterhouseCoopers 2001 - 2001
Arthur Andersen LLP 2000 - 2000
Skills
Process Improvement, Program Management, Budgets, Six Sigma, Project Management, Software Documentation, Cross-functional Team..., Leadership, Business Process..., Business Process, Microsoft Excel, PowerPlant, Business Objects, Management, Accounting, Financial System..., Business Process Design, Financial Reporting, Month End Close, Financial Statement..., Budget Process, Department Budgeting, Capital Budgeting, Utility Industry, Utility Regulation, Utility Accounting, Energy, Electric Power, Utility Rate Case, Utility Depreciation..., Fixed Asset Management, Property Accounting, Fixed Asset Depreciation, DoD, DoD Regulations, DoD Contracts, Code of Federal..., Government Contracting, SAP, Oracle Financials, Microsoft Project, Finance System..., Training, Training Delivery, Instructional Design, Computer Software..., Camtasia, SalesForce, Requirements Analysis, System Testing
Education
University of South Florida-St. Petersburg Campus 2009 — 2010
MBA, International Business & Management Law
Summer Studies 1999 — 2004
N/A
Oglethorpe University 1998 — 2002
BS, Accounting
Oglethorpe University 1998 — 2002
BA, Spanish
Shorecrest Preparatory School 1994 — 1998
Highschool
Au Pair in America 2005 - 2010
Strategic Staffing April 2002 - April 2003
Best Software November 2001 - April 2002
Cable & Wireless Communications August 2000 - October 2001
American Express Tax & Business Services September 1997 - August 2000
Skills
Account Management, Coaching, Customer Service, Government, Leadership Development, Management, Marketing, PowerPoint, Public Speaking, Strategic Planning, Team Building
Education
Argosy University Chicago 1997 — 2000
Master's degree, Counseling Psychology, 3.9
Marymount University 1992 — 1997
Bachelor's degree, Psychology, 3.6
Hi Tech Pharmacal June 2008 - Present
KPN International Network Services Inc. April 2001 - February 2008
American Express Tax & Business Services October 1999 - October 2000
Mahoney Cohen November 1997 - September 1999
Skills
Accounting, Financial Analysis, Process Improvement, Pharmaceutical Industry, Cross-functional Team..., Sarbanes-Oxley Act, Quality Auditing, SAP, SAP R/3, ERP, MAS 200, Peachtree, QuickBooks, Advent Partner, Business Objects, Microsoft Excel, Microsoft Word, Microsoft Power Point, Lotus Notes, Financial Reporting, Accounts Receivable, Auditing, Financial Statements, Mas 90, General Ledger
Education
Binghamton University - School of Management 1995 — 1997
Bachelor of Science, Accounting
Suffolk County Community College 1993 — 1994
Associate of Science (AS), Accounting
Air Control Products, Inc. May 2013 - Present
CEIA USA December 2012 - April 2013
Barnes Wendling CPAs, Inc. November 2005 - December 2012
American Express Tax & Business Services 2003 - 2005
Brockman Coats Gedelian & Co. 1999 - 2003
Spector & Saulino, Inc. 1994 - 1999
Daywalt, Honsberger & Tobin 1991 - 1994
Skills
Business Valuation, Expert Witness Services, Litigation Support, Valuation, Accounting, Financial Analysis, Strategic Planning, Estate Planning, Forensic Accounting, Corporate Tax, Forecasting, Tax Accounting, Tax, CPA, Tax Research, Tax Returns, Due Diligence, Strategic Financial..., Partnership Taxation, Financial Reporting, Income Tax, Tax Preparation, Finance, GAAP, Cash Flow Forecasting, Cost Accounting, Cash Management, Financial Statements, Mergers & Acquisitions, Auditing, Internal Controls, Financial Accounting, Managerial Finance, Cash Flow, SEC filings
Education
The University of Akron 1987 — 1991
BS, Accounting
Veriti Consulting LLC 2005 - Present
American Express Tax & Business Services 1992 - 2004
Deloitte 1987 - 1992
Arthur Andersen 1985 - 1987
Skills
Litigation Support, Expert Witness, Litigation Consulting, Business Valuation, Certified Fraud Examiner, Forensic Accounting, Fraud Investigation, Economic Loss, Forensic Analysis, Fraud Detection, Insurance Fraud, Corporate Fraud..., Business Appraisals, Company Valuation, Economic Damages, Casino Gaming Consulting, Casino Consultant, Breach Of Contract, Loss Mitigation, Fraud Accounting, Life Insurance Valuation, Receiverships, Casino Fraud, Tribal Government, Financial Crimes..., Financial Investigation, Certified Divorce..., Divorce Forensics, Embezzlement, Internal Theft..., Vendor Fraud, Money Laundering, Internal Investigations, Internal Controls Review, Arson, Business Interruption..., Fraud Claims, Claims Investigations, Workers' Compensation..., Intellectual Property..., Enterprise Valuation, Valuation
Education
Arizona State University
B.S., Accounting
Sikich January 2015 - Present
Sikich May 2011 - December 2014
Sikich November 2009 - December 2014
RSM McGladrey October 2005 - November 2009
American Express Tax & Business Services March 1997 - October 2005
Checkers Simon & Rosner LLP September 1992 - March 1997
Skills
Tax, Corporate Tax, Partnership Taxation, Tax Research, CPA, Tax Preparation, Income Tax, ProSystem fx Tax, S Corporations, Tax Accounting, Not for Profit, Tax Advisory, US Tax, FIN 48, Financial Reporting, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 2000
MST, Taxation
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting
Chesapeake Realty Partners January 2014 - Present
RSM McGladrey/McGladrey & Pullen 2005 - December 2013
American Express Tax & Business Services 1999 - 2005
Education
Loyola College in Maryland 2000 — 2001
MBA, Finance
Towson University 1996 — 2000
BS, Accounting
KPMG US August 2013 - Present
WILD BIRD FUND September 2010 - October 2013
High 5 Games April 2012 - July 2012
Wells Fargo Advisors August 2011 - February 2012
Wells Fargo June 2011 - July 2011
PERSHING March 2011 - May 2011
UNITED STATES CENSUS BUREAU April 2010 - June 2010
Deloitte June 2004 - May 2009
AMERICAN EXPRESS TAX & BUSINESS SERVICES January 2004 - March 2004
Legal Options (Paul Weiss) September 2003 - November 2003
Skills
Administrative Support, Microsoft Office, Business Travel, Community Service, Lotus Notes, Animal Welfare, Pet Care, Concur, Volunteer Coordination, Paralegal, Customer Relations, Teamwork, Event Planning, Data Entry, Problem Solving, Administrative..., Customer Service, Office Management, Community Outreach, Outlook, Volunteer Management, Birds, Pets, Spreadsheets, Time Management, Social Networking, Social Media, Organization, Facebook, Wildlife
Education
New York Paralegal School 2001 — 2002
City University of New York-Hunter College
BA, Political Science/Pre Law
McGladrey, LLP January 2013 - Present
MBP&F October 2011 - December 2012
McGladrey October 2005 - October 2011
American Express TBS 2001 - 2005
American Express Tax & Business Services 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
Whelan, Barsky & Graham 1993 - 1999
Coopers & Lybrand 1987 - 1993
Skills
Auditing, Internal Audit, SOX, Sarbanes-Oxley Act, Internal Controls, CPA, Tax, Due Diligence, Financial Accounting, GAAP, Finance, Management, Tax Preparation, US GAAP, Corporate Tax, SEC filings
Education
Loyola College in Maryland 1983 — 1987
B.A., Accounting
McGladrey LLP 2007 - Present
RSM McGladrey 2004 - November 2011
Goldstein Golub Kessler LLP 1997 - 2007
American Express Tax & Business Services 1997 - 2007
Goldstein Golub Kessler LLP October 1988 - May 2000
Skills
Fund Of Funds, Auditing, Hedge Funds, Tax, SEC filings, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Management, Accounting, Due Diligence, CPA, Private Equity, GAAP
Education
Binghamton University 1981 — 1985
bs, accounting
U.S. Cellular June 2012 - Present
DeVry University October 2010 - June 2012
RSM McGladrey October 2005 - August 2010
American Express Tax & Business Services April 2004 - September 2005
ExecuTrain of Baltimore (summers) June 1998 - August 2002
Skills
IT Audit, Information Security, Risk Assessment, Networking, CISA, Sarbanes-Oxley Act, PCI DSS, Information Security..., Disaster Recovery, CISSP, Security, Active Directory, SDLC, Servers, COBIT, Internal Audit, ISO 27001, Business Continuity, Firewalls, Vulnerability Management, Network Security, Vulnerability Assessment, Windows, CPNI, Compliance, Encryption, Qualys, Data Privacy, Privacy, Computer Security, IT Management, Privacy Law, Penetration Testing, Enterprise Risk..., Governance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
University of Phoenix
Bachelor's Degree, Information Technology
Keller Graduate School of Management of DeVry University
Graduate Certificate in Financial Analysis
Colletti & Associates, Inc. December 2000 - Present
United States Junior Chamber January 2010 - December 2011
Oikos Capital Management January 2006 - June 2010
American Express Tax & Business Services December 2000 - December 2005
RSM McGladrey 2001 - 2005
Wolowicki & Associates October 1999 - December 2000
Brown CPA Group, Ltd. October 1996 - October 1999
Skills
Nonprofits, Small Business, Budgets, Process Improvement, Event Planning, Project Management, Public Speaking, Strategic Planning, Non-profits, Financial Analysis, Fundraising, Volunteer Management, Negotiation, Accounting, Public Relations, Real Estate, Business Development, Leadership Development, Training, Customer Service, New Business Development, Project Planning, Financial Accounting, Social Media, Financial Advisory, Leadership, Team Building, Employee Training, Microsoft Office, Event Management, Financial Reporting, Auditing, Team Leadership, Organizational..., Management, Sales, Contract Negotiation, Change Management, Management Consulting, Analysis, Program Management, Coaching, Microsoft Excel, Business Planning, Business Process..., Sales Management, Government, Account Management, Access, Marketing
Education
Bradley University 1992 — 1996
BS, Accounting
Bradley University 1992 — 1996
Bachelor's degree, Accounting
Manassas Park City Council 2013 - Present
CTGi September 2011 - 2014
Carteret Mortgage Corporation, Inc June 2006 - September 2008
Carteret Mortgage Corporation, Inc October 2001 - June 2006
American Express Tax & Business Services March 1999 - October 2001
Skills
Recruiting, Customer Service, Team Building, Event Planning, Temporary Placement, Strategic Planning, Public Speaking, Coaching, Non-profits, Management, Fundraising, Microsoft Office, Government, Leadership, Public Relations
Education
Lycoming College
Science and technology
Northern Virginia Community College
Information Technology courses
Pennsylvania State University, State
BA, History
Sorensen Inst for Political Leadership Weldon Cooper Center for Public Service, Univ of Virginia
L Bartley Consulting LLC January 2011 - Present
Coale, Pripstein & Associates December 2003 - January 2011
American Express Tax & Business Services May 2000 - December 2003
Whelan, Barsky & Graham July 1994 - April 2000
General Services Administration 1991 - 1994
Skills
Tax, Tax Preparation, Accounting, Corporate Tax, Income Tax, CPA, Tax Returns, Financial Statements, GAAP, Financial Analysis, Bookkeeping, Cash Flow Forecasting, Small Business, Financial Reporting, QuickBooks, Tax Research, Tax Accounting, Partnership Taxation, Internal Controls, Financial Accounting, Forensic Accounting, Account Reconciliation
Education
James Madison University 1987 — 1991
BBA, Accounting
St Vincent Pallotti 1983 — 1987
High school diploma, Accounting
Erickson Living - Greenspring Village August 2015 - Present
Erickson Living - Greenspring Village November 2014 - July 2015
Monarch Academy Public Charter School - Glen Burnie 2011 - July 2015
Towne Park July 2013 - October 2014
SC&H Capital January 2010 - July 2013
SC&H Group October 2008 - December 2010
SC&H Group May 2006 - October 2008
McGladrey July 2005 - May 2006
American Express Tax & Business Services August 2004 - June 2005
The Rouse Company/General Growth Properties May 2003 - August 2004
Skills
Internal Controls, Accounting, Financial Analysis, Auditing, Financial Reporting, Tax, Corporate Tax, GAAP, Internal Audit, Sarbanes-Oxley, Due Diligence, Financial Accounting, Income Tax, Financial Modeling, Business Valuation, External Audit, Risk Management, Finance
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)
Towson University 2001 — 2005
Bachelor of Science, Accounting
Oxon Hill High
Broadway Partners 2006 - 2008
Robert K. Futterman & Associates 2004 - 2006
American Express Tax & Business Services 1998 - 2004
American Express Tax & Business Services 1998 - 2004
American Express Tax and Business Servicess Inc. 1997 - 2002
Goldstein Golub Kessler LLP 1996 - 2002
Jamaica Hospital 1995 - 1997
Education
The University of Connecticut School of Business 1991 — 1995
BS, Business Management
National Association of Enrolled Agents May 2015 - Present
Young, Craig & Co. November 2009 - Present
McGladrey October 2005 - December 2009
American Express Tax & Business Services November 1997 - September 2005
Skills
United States Tax Court..., IRS Enrolled Agent, Representation, Income Tax, Personal Tax Planning, Business Tax Planning, State Tax Planning, Tax, IRS, Preparation, Estate Tax Planning, Corporate Tax, Financial Planners, Partnership Taxation, Tax Preparation, Tax Advisory, Tax Research, Accounting, Small Business, Tax Returns, Insurance Planning, QuickBooks, Tax Accounting
Education
National Tax Practice Institute 1997 — 1999
NTPI Fellow
Illinois Institute of Technology 1975 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering
University of Illinois at Urbana-Champaign 1971 — 1974
Electrical Engineering
Weyrich Cronin & Sorra Chartered 2004 - Present
American Express Tax & Business Services 1998 - 2003
Walpert, Smullian & Blumenthal, PA 1993 - 1998
Skills
Contractors, Non-profits, Accounting, CPA, Partnership Taxation, Corporate Tax, GAAP, Tax, Income Tax, Tax Preparation, Auditing, Tax Accounting, Tax Returns, Small Business, Financial Reporting, QuickBooks, General Ledger, Financial Accounting, Financial Analysis, Bookkeeping, Corporate Tax Planning, S Corporations, Budgets, Nonprofits, US GAAP, Forensic Accounting, Accountants
Education
Towson University 1988 — 1994
Bachelor of Science, Accounting
Harford Community College 1982 — 1985
AA, Accounting
Arrow Recycling Solutions, Inc. 2007 - Present
Greene Tax and Management Services April 2005 - Present
Esmond & Associates September 2000 - April 2005
American Express Tax & Business Services November 1996 - September 2000
Skills
QuickBooks, Income Tax, Internal Audit, Payroll, Tax, Financial Statements, Tax Preparation, Internal Controls, GAAP, Financial Analysis, Microsoft Word, Corporate Tax, Accounting, Preparation, Management, Finance, Strategic Planning, Budgets, Microsoft Excel, General Ledger, Bookkeeping
Education
California Lutheran University 2006 — 2008
B.S, Accounting
Standard Register August 2013 - Present
WorkflowOne February 2010 - August 2013
RSM McGladrey, Inc. October 2005 - April 2009
American Express Tax & Business Services July 2002 - September 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
M.S., Taxation
The Ohio State University Fisher College of Business 1997 — 2002
B.S., Accounting & Finance
Miami East High School
Columbia Management July 2011 - Present
Principal Financial Group January 2005 - July 2011
American Express Tax & Business Services September 2003 - January 2005
MassMutual 2000 - 2001
DWS/Scudder/Kemper 1997 - 2001
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement Plan..., Retirement, Series 6, Defined Benefit, Retirement Planning, Asset Allocation, Investments, Separately Managed..., Wealth Management, Investment Advisory, Pensions, Series 65, Uniform Combined State..., Financial Services, ETFs, Alternative Investments, Investment Strategies
Education
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Economics
Ottawa Township High School 1979 — 1983
Center for Community Involvement August 2010 - Present
Washington Mutual August 2005 - August 2009
American Express Tax & Business Services 2003 - 2004
Computer Telecommunications 1997 - 2004
Skills
Outlook, Microsoft Excel, PowerPoint
Education
University of the Pacific - Eberhardt School of Business 2008 — 2011
B.S., Business Administration with Economics concentration
Foothill College 2000 — 2003
A.A., Speech Communication
Hewlett-Packard May 2010 - Present
ePartners January 2005 - November 2007
American Express Tax & Business Services January 2003 - January 2005
ePartners January 2000 - January 2003
Skills
CRM, ERP, Microsoft Dynamics, Business Intelligence, Solution Selling, Sales Management
Education
DePaul University 1986 — 1989
Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
Christopher A. Enright, CPA, PLC January 2005 - Present
RSM McGladrey, Inc. September 2001 - January 2005
Penta Advisory Services August 2000 - September 2001
KPMG August 1999 - August 2000
ViaSystems Technologies Corp., LLC September 1996 - August 1999
American Express Tax & Business Services November 1988 - May 1996
Data I/O Corp October 1987 - September 1988
The Boeing Company May 1984 - October 1987
Northwest Administrators September 1983 - March 1984
Skills
Accounting, Insurance, Real Estate, Mergers & Acquisitions, Tax, Tax Preparation, Strategic Financial..., Corporate Tax, Small Business, Strategic Planning, Financial Analysis, Professional Services, Tax Returns, Finance, CPA, Strategy, Management, Due Diligence, QuickBooks, Start-ups, Financial Planning
Education
Golden Gate University 1985 — 1988
Masters, Taxation
University of Washington 1978 — 1983
BA, Economics
University of Washington, Michael G. Foster School of Business 1978 — 1983
BA, Accounting
Novogradac & Company LLP August 2004 - Present
Ziner & Company October 1995 - April 2004
American Express Tax & Business Services 1998 - 2004
D'Arcangelo & Co., LLP October 1992 - September 1995
Skills
Tax Credits, Affordable Housing, LIHTC, Tax, Real Estate Finance, Apartments, Historic Preservation, Real Estate Economics, Real Estate Development, Real Estate, GAAP, Auditing, Section 8, Accounting, Community Development, Due Diligence, Asset Management, Partnership Taxation, Disposition, Real Estate Financing, CPA, Financial Structuring, Acquisitions, Tax Research, Tax Accounting, Dispositions
Education
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
BBA, Public Accounting
Pace University-Pleasantville/Briarcliff Campus 1978 — 1981
Bachelor of Business Administration (BBA), Public Accounting
McGladrey, LLP January 2012 - Present
McGladrey 2005 - Present
RSM McGladrey October 2005 - January 2012
American Express Tax & Business Services September 1997 - October 2005
Walpert, Smullian & Blumenthal 1989 - 1997
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Consulting, Business Development, Management Consulting, Business Process..., Accounting, Due Diligence, Mergers & Acquisitions, Financial Reporting, Finance, Process Improvement, Management
Education
APICS 2013 — 2013
SupplyChain Risk Management certification
Bucknell University 1984 — 1988
BS Engineering, Computer Science
Meadowbrook Press November 2014 - Present
J. Knutson & Associates, Inc. March 2012 - November 2014
Bridge Realty LLC September 2010 - June 2012
Greystone Masonry July 2011 - March 2012
Metro Property Buyers 2007 - December 2010
ReMax Real Estate Properties 2007 - 2009
PACT Charter School 2003 - 2005
American Express Tax & Business Services 1989 - 1999
Education
College of St. Benedict 1981 — 1985
Bachelor of Arts, Accounting
William Kelley High School 1977 — 1981
High School Diploma, n/a
McGladrey December 2013 - Present
McGladrey August 2005 - Present
American Express Tax & Business Services March 2000 - October 2005
Hausser + Taylor December 1988 - March 2000
Skills
Mergers, Forecasting, SEC reporting, GAAP, Accounting, SEC filings, Mergers & Acquisitions, Internal Controls, Financial Reporting, Auditing, CPA, Financial Analysis, Sarbanes-Oxley Act, Budgets, US GAAP, Finance, Tax
Education
State University of New York College at Brockport 1982 — 1986
Bachelor of Science, Accounting
Shenendehowa 1978 — 1982
High School
Pon & Associates October 1996 - Present
American Express Tax & Business Services January 1992 - October 1996
Coopers & Lybrand January 1989 - January 1992
Arthur Young December 1987 - December 1988
Arthur Andersen January 1986 - December 1987
Skills
Tax, Strategic Financial..., Accounting, Tax Preparation, Income Tax, Estate Planning, CPA, Business Planning, Small Business, IRS, High Net Worth..., Estate Tax Planning, Retirement Planning, Tax Returns, Financial Planners, Trusts, Real Estate, Options, Retirement, Corporate Tax, Financial Planning, Tax Services, Individual Taxation, Public Speaking, Personal Financial..., Tax Law, Social Security, College Education..., Trust Taxation, Fiduciary Tax, Charitable Gift Planning, Charitable Remainder..., Tax Audit Representation
Education
Golden Gate University 1987 — 1991
MS, Taxation
University of California, Berkeley 1982 — 1985
BS, Business Administration
Alameda High School 1978 — 1982
ASR Planning, Inc. January 2005 - Present
American Express Tax & Business Services 1999 - 2005
TriBrook/AM&G 1996 - 1999
TriBrook Group, Inc 1978 - 1996
Skills
Strategic Planning, Mergers and Affiliations, Community Health Needs..., Healthcare Consulting, Business Planning, Project Planning, Plannning, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Marketing Strategy, Business Strategy, Business Development, Non-profits, Leadership, Team Building, New Business Development, Community Health, Executive Management, Mergers & Acquisitions, Management, Consulting, CRM, Management Consulting, Public Speaking, Program Management, Change Management, Leadership Development, Process Improvement, Performance Improvement, Strategy
Education
Duke University - The Fuqua School of Business 1975 — 1977
MHA, Hospital Administration
Bucknell University 1971 — 1975
BS, Biology
Tabor Academy 1968 — 1971
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen September 2007 - October 2013
Skinner Tameron & Co, LLP August 2000 - September 2007
American Express Tax & Business Services January 1997 - August 2000
Coopers & Lybrand August 1995 - January 1997
Skills
Tax Preparation, Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Returns, Income Tax, Accounting, GAAP, Auditing, Financial Reporting, Tax Research, QuickBooks, CPA, Financial Statements, US GAAP
Education
Plymouth State University 1991 — 1994
Bachelor's of Science, Accounting
New Hampshire Technical Institute 1989 — 1991
Associate's of Science, Business Management & Accounting
Staines, Wiley & Schutz, LLC January 2008 - Present
RSM McGladrey, Inc August 2002 - December 2007
American Express Tax & Business Services October 1998 - July 2004
Skills
Financial Reporting, CPA, Accounting, Tax, Financial Analysis, Income Tax, Tax Preparation, Partnership Taxation, Tax Research, Real Estate, Small Business
Education
Towson University 1993 — 1997
BS, Accounting
Arundel High School
PCTEL, Inc January 2014 - July 2015
PCTEL, Inc. January 2011 - January 2014
PCTEL, Inc. January 2009 - January 2011
PCTEL, Inc. January 2005 - January 2009
American Express Tax & Business Services January 2004 - June 2005
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Risk Management, Analysis, Finance, Internal Audit, Management, Sarbanes-Oxley, Corporate Finance, Financial Accounting, Financial Risk, Investments, Cash Flow, CRM, Executive Management, Enterprise Risk..., Risk Assessment, Financial Reporting, Software Documentation
Education
DePaul University 2002 — 2004
Bachelor of Science, Finance and Accountancy
DePaul University 2000 — 2002
Bachelor of Science, Accountancy & Finance; Accountancy and Finance
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
Hunzinger Financial Services May 2013 - Present
Ameriprise Financial Advisors November 1992 - May 2013
American Express Financial Advisors December 1995 - September 2005
American Express Tax & Business Services November 1992 - December 1995
Hunzinger & Co., CPA May 1988 - November 1992
Abbey Medical January 1983 - May 1988
United States Marine Corps July 1975 - May 1981
Skills
Strategic Financial..., Insurance, Financial Services, Strategic Planning, Investment Advisory, FINRA, Finance, Estate Planning, Investments, Tax, Retirement, Financial Advisory, Financial Planners, Budgets, Series 7, Retirement Planning, Mutual Funds, Saving for Education, Securities, 401k
Education
Northern Illinois University 1982 — 1983
MBA, Marketing
Purdue University - Krannert School of Management 1978 — 1981
BS, Accounting
Eisenhower High, Russell, PA 1969 — 1975
Graduate, College Prep
RSM McGladrey 2004 - Present
American Express Tax & Business Services 2000 - 2004
New Visions in Technology 1994 - 2000
Skills
Great Plains Software, ERP, Financials, Training, Project Management, Epicor, Microsoft Dynamics, Accounting System, FRx, Consulting, Business Analysis, Microsoft CRM, Accounting
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Business Administration
Starr Companies December 2010 - October 2012
RSM McGladrey October 2005 - December 2008
McGladrey & Pullen 2008 - 2008
McGladrey & Pullen LLP, New York (formerly Goldstein Golub Kessler LLP) 2008 - 2008
McGladrey & Pullen LLP (f/k/a GGK) 2002 - 2008
American Express Tax & Business Services January 2003 - September 2005
American Lung Association of the City of New York, New York, NY July 2001 - June 2002
American Lung Association of the City of NY 2001 - 2002
GOLDMAN, SACHS & CO February 1998 - February 2001
Martinsburg Journal 1986 - 1988
Skills
Editing, Administrative..., Microsoft Word, Management, Microsoft Excel
Education
The Catholic University of America 1994 — 1997
MFA, Performance
University Of Pittsburgh at Johnstown 1991 — 1994
BA, Communications/ Theater
Pennsylvania State University 1973 — 1977
BA, Broadcast Journalism
Carr, Riggs & Ingram, LLC October 2012 - Present
McGladrey October 2006 - October 2012
Bray Beck & Koetter 1999 - 2006
American Express Tax & Business Services 1999 - 2006
James Moore & Co 1991 - 1997
Skills
CPA, Accounting, GAAP, US GAAP, Auditing, Internal Controls, External Audit, Forensic Accounting, Financial Analysis, Assurance, Internal Audit, Financial Reporting, Financial Statements, Financial Accounting
Education
Florida State University - College of Business 1985 — 1987
B.S., Accounting
The Arc Northern Chesapeake Region July 2015 - Present
The Arc Northern Chesapeake Region August 2014 - Present
Woodholme Country Club March 2014 - August 2014
Father Martin's Ashley June 2013 - March 2014
Father Martin's Ashley June 2008 - June 2013
Norris Automotive Group October 2005 - June 2008
American Express Tax & Business Services October 2000 - October 2005
Education
Stevenson University
Masters in Business & Technology Management
Towson University
Accounting
Catching Fluid Power August 2015 - Present
Tuthill Corporation December 2013 - Present
Brookdale PTA July 2013 - June 2014
Lifetime Fitness September 2011 - December 2013
Brookdale PTA July 2011 - June 2013
Red Granite Consulting October 2011 - February 2013
Brookdale Raquet Club July 2010 - July 2012
Mathieson, Moyski and Cellar LLP August 2005 - April 2006
American Express Tax & Business Services July 2000 - August 2005
Sears Roebuck and Co. April 1998 - July 2000
Skills
Process Improvement, Internal Controls, Budgets, Accounting, Financial Analysis, Budget Process, Budget Monitoring, Tax Accounting, Tax Preparation, Employee Benefits, Finance, Analysis, Auditing, Financial Reporting, Financial Statements
Education
Purdue University - Krannert School of Management 1989 — 1993
Bachelor of Science, Accounting
Resurrection University August 2013 - Present
Resurrection University July 2006 - Present
American Express Tax & Business Services 2001 - 2005
CAEL 1999 - 2001
DeVry University 1998 - 1999
Governors State University 1994 - 1998
University of Illinois at Chicago 1989 - 1994
Skills
Student Financial Aid, Leadership, Project Management, Budgets, Higher Education, Program Development, Training, Nonprofits, Student Affairs, Fundraising, Grant Writing, Management, Public Speaking, Customer Service, PowerPoint, Non-profits, Policy, Staff Development, Admissions, Strategic Planning, Healthcare Information..., Research, Healthcare Management
Education
Benedictine University 2007 — 2010
Ed.D., Higher Education and Organizational Change
University of Illinois at Chicago 1992 — 1994
MPA, Public Administration
Saint Xavier University 1983 — 1988
BA, Mathematics
Mother of Sorrows
BDO USA, LLP November 2012 - Present
Argy, Wiltse & Robinson, P.C. December 2004 - November 2012
Digital Harbor July 2003 - December 2004
American Express Tax & Business Services January 2001 - June 2003
Skills
Revenue Recognition, Government Contracting, Venture Financing, Equity Transactions, Due Diligence, Financial Reporting, GAAP, IFRS, Assurance, Internal Controls, Accounting, Mergers
Education
Gannon University 1991 — 1995
Bachelors, Accounting
Cathedral Preparatory School 1987 — 1991
Meaden & Moore October 2014 - Present
McGladrey January 2002 - October 2014
American Express Tax & Business Services January 2002 - October 2005
Skills
GAAP, CPA, Partnership Taxation, Tax Research, Tax Preparation, Corporate Tax, Income Tax, Tax, Tax Returns, Accounting, Internal Controls, ProSystem fx Tax, Tax Accounting, Financial Reporting, US GAAP, Auditing, Financial Statements, Financial Accounting
Education
Grove City College
Bachelor of Arts (B.A.), Accounting
University of Toledo College of Law
Juris Doctorate, Law
American Nurses November 2012 - Present
American Chemical Society Publications May 2002 - November 2012
American Chemical Society Publications 2004 - 2005
American Chemical Society 2002 - 2004
Standard Technology 2000 - 2001
American Express Tax & Business Services 1996 - 2000
American Institute of Aeronautics & Astronautics 1994 - 1996
Skills
Market Research, Marketing Strategy, Online Advertising, Advertising, Trade Shows, Omniture, Email Marketing, Marketing Management, Direct Marketing, Marketing Communications, Public Relations, Strategy, Competitive Analysis, Social Media Marketing, Management, Marketing, Online Marketing
Education
The Johns Hopkins University 1996 — 1999
M.A., Marketing & MBA, Marketing
American University 1983 — 1989
B.A., International Relations & Business
McGladrey October 2005 - Present
American Express Tax & Business Services 1998 - 2005
Thoma & Associates, CPAs December 1994 - October 1998
Skills
Partnership Taxation, Accounting, Income Tax, Corporate Tax, Tax, Financial Reporting, CPA, Tax Preparation, Tax Returns, Tax Research, Analysis, Finance
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Business Administration (BBA), Acounting
Homewood Flossmoor High School 1986 — 1990
High School Diploma
Brunswick Forest, LLC November 2013 - Present
McGladrey October 2007 - November 2013
Big Steaks Management August 2006 - October 2007
Allen Impact Services December 2004 - August 2006
Premium Distributors of Washington, DC April 2004 - December 2004
American Express Tax & Business services June 1998 - April 2004
Skills
Accounting, Audit, Internal Controls, Financial Reporting, GAAP, Auditing, Financial Analysis, Financial Accounting, Forecasting, Revenue Recognition, Consolidation, Cash Flow, Sarbanes-Oxley Act, Internal Audit, US GAAP, Tax, SEC filings, Income Tax, Tax Returns, Tax Accounting, Due Diligence, Tax Preparation, Corporate Tax, General Ledger, Financial Statements, CPA, Finance, Assurance, Sarbanes-Oxley, Partnership Taxation, Forensic Accounting, External Audit, Financial Audits, Variance Analysis, Business Valuation, QuickBooks, Fixed Assets
Education
Loyola University Maryland 1996 — 1999
BBA, Accounting
Loch Raven High School
Independence Wealth Advisors, Inc. June 2015 - Present
Safe Harbor Partners June 2015 - Present
Wolters Kluwer, CCH September 2001 - April 2015
American Express Tax & Business Services August 1998 - September 2001
Keller, Bruner CPAs, LLP August 1992 - August 1995
American Chemical Society October 1991 - August 1992
Deloitte & Touche January 1990 - October 1991
Skills
Tax, Process Improvement, Corporate Tax, Small Business, CPA, Accounting, SaaS, Auditing, Business Development, Business Planning, Business Process..., Consulting, Financial Accounting, Financial Reporting, Forecasting, Leadership, Management, Management Consulting, Managerial Finance, Mergers, QuickBooks, Strategic Planning, Tax Preparation, Training, Mergers & Acquisitions
Education
George Mason University 2012 — 2013
Graduate Certificate, e-Learning
George Mason University 1990 — 1991
MST, Tax
Eastern Kentucky University 1983 — 1987
BBA, Accounting
Massachusetts Division of Insurance 2012 - Present
Signature Healthcare 2008 - 2011
Preservation of Affordable Housing (POAH) 2006 - 2008
American Express Tax & Business Services 2001 - 2006
CWC Builders 1996 - 2001
Antrim Associates 1986 - 1996
Skills
Corporate Communications, Marketing Strategy, Marketing Communications, Marketing Research, Internal Communications, Community Relations, Community Outreach, Strategic Planning, Strategic Communications, Strategic Partnerships, Writing, Proposal Writing, Speech Writing, Grant Writing, Copy Editing, Website Development, Website Content, Government Relations, Board Presentations, Board Reporting, Government Affairs, Public Relations, Public Policy, Publicity, Desktop Publishing, Teaching, Corporate Social..., Brand Communication, Project Management, Crisis Communications
Education
Bates College
BA, English
Southern Illinois University, Carbondale
MS, Public Administration (Criminology)
EisnerAmper LLP February 2007 - Present
McGladrey March 2005 - February 2007
American Express Tax & Business Services June 1999 - March 2005
Goldstein Golub Kessler 1991 - 1999
Skills
Accounting, Internal Controls, Auditing, Corporate Tax, Expert Witness, Fraud, Litigation, US GAAP, Financial Analysis, Mergers & Acquisitions, Finance, Management, Due Diligence, Financial Reporting
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Public Accounting
St. Joseph Hill Academy
Morgan, Lewis & Bockius LLP August 2014 - Present
Drinker Biddle & Reath LLP September 2011 - July 2014
McGuireWoods May 2008 - September 2011
Chuhak & Tecson, P.C. September 2006 - April 2008
Goldberg, Weisman & Cairo, Ltd. 2003 - 2006
American Express Tax & Business Services 2002 - 2003
Skills
Legal Research, Litigation, Legal Writing, Tax Law, Employee Benefits, Tax, Corporate Law, Mediation, Employment Law, Corporate Governance, Legal Assistance, Westlaw
Education
DePaul University College of Law 2003 — 2006
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MST, Tax
University of Illinois at Urbana-Champaign - College of Business 1999 — 2001
B.S., Accounting
Wilhelm & Associates, Ltd. October 2000 - Present
Wilhelm and Associates, Ltd. October 2000 - Present
American Express Tax & Business Services November 1997 - September 2000
Barkanic & Ames L.L.C. October 1989 - November 1997
Skills
Tax, Financial Planners, Income Tax, Trusts, Accounting, Small Business, Tax Advisory, Management, IRS, Estate Law, Outsourcing, Estate Planning, Tax Preparation, Financial Reporting, Strategic Financial..., Personal Finance, Nonprofits, Retirement Planning, Retirement, Management Consulting, Wealth Management, Start-ups, Investments, Due Diligence, QuickBooks, Entrepreneurship, Financial Planning
Education
Southeastern University
Master of Science in Taxation
University of New Hampshire 1973 — 1975
BA, Poli Sci & Business
Liberty Technology Advisors, Inc. May 2014 - Present
Visular April 2010 - May 2014
Kelley Management Consulting December 2008 - July 2010
Holly Hunt October 2007 - December 2008
The Revere Group, a Division of NTT Data December 2004 - September 2007
American Express Tax & Business Services May 1995 - December 2004
Composites One / GLS Companies 1992 - 1995
Premium Plastics 1985 - 1995
Skills
Supply Chain Management, ERP, Manufacturing, Change Management, Strategic Planning, Process Improvement, Team Building, Business Strategy, Project Management, Management Consulting, Business Analysis, Supply Chain, Program Management, Leadership, Business Intelligence, Strategy, Business Process, Cross-functional Team..., Management, CRM, IT Strategy, Mergers & Acquisitions, Project Planning, Outsourcing, Business Transformation, Integration, Vendor Management, Information Technology, Project Portfolio..., Executive Management, PMO, Governance, Acquisition Integration, Cloud Computing, Consulting, Business Process..., Start-ups, Professional Services, IT Management, Business Process..., Enterprise Software
Education
New College of Florida
B.A.
S&P Tax Solutions, LTD. February 2004 - Present
American Express Tax & Business Services January 1998 - January 2004
Price Waterhouse LLP January 1997 - January 1998
Skills
Tax, Accounting, Tax Research, CPA, Corporate Tax, Financial Reporting, Income Tax, IRS, International Tax, Strategic Planning, Tax Preparation, Financial Analysis, Tax Accounting, Tax Returns, Financial Accounting, General Ledger, QuickBooks, GAAP, Financial Statements, Partnership Taxation, SEC filings, S Corporations, Sarbanes-Oxley Act, Bookkeeping, Strategic Financial..., Account Reconciliation, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MST, Taxation
Greenspring Consulting LLC January 2005 - Present
Integrity Consulting December 2009 - Present
Junior League of Baltimore June 2009 - May 2010
SC&H Group October 2007 - November 2009
Smart and Associates LLP January 2004 - October 2007
American Express Tax & Business Services January 1993 - December 2003
Wolpoff and Company, LLP January 1993 - September 1998
Skills
Auditing, Risk Assessment, Outsourcing, Internal Controls, SEC filings, Accounting, Financial Reporting, CPA, GAAP, Financial Analysis, Strategic Planning, Tax, Due Diligence, Internal Audit, Process Improvement, Management Consulting, Mergers & Acquisitions, Nonprofits, Finance, Analysis, Management, Sarbanes-Oxley Act, Leadership, Start-ups, Small Business, Training, Budgets
Education
Loyola University Maryland 1995 — 2000
MSF, Masters of Science in Finance
Loyola University Maryland 1987 — 1991
BBA, Accounting
Fallston High School 1983 — 1987
JoS. A. Bank Clothiers, Inc. June 2005 - April 2015
Avatech Solutions November 2003 - May 2005
American Express Tax & Business Services September 1999 - November 2003
Skills
Accounting, Internal Controls, Forecasting, Financial Reporting, Financial Modeling, Budgets, Retail, Financial Analysis, Income Statement, Financial Accounting, Auditing, Financial Audits, Cash Flow, P&L, Managerial Finance, GAAP, US GAAP, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
BS - Accounting, Accounting and Business/Management, GPA 4.0
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Accounting and Business/Management, GPA 4.0
Community Bank June 2010 - Present
Tomlinson Financial Group 1998 - February 2011
American Express Tax & Business Services October 1996 - October 1997
Education
Pacific Coast Banking School 1984 — 1987
Management, Management
Pepperdine University 1980 — 1985
Momentive Specialty Chemicals (Formerly Hexion) December 2007 - Present
RSM McGladrey October 2005 - December 2007
American Express Tax & Business Services January 2004 - September 2005
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2004
Bachelor's degree, Accounting
McDermott Will & Emery LLP June 2007 - Present
McDermott Will and Emery April 2006 - May 2007
American Express Tax & Business Services January 2002 - April 2006
American Express Tax & Business Services August 1999 - December 2001
FITZGERALD, RYNELL AND BURKETT, LLP January 1998 - August 1999
Skills
Financial Reporting, Budgets, Account Reconciliation
Education
Northern Illinois University 1995 — 1997
Bachelors, Accounting
Nestle S.A. August 2014 - Present
Nestle S.A. January 2014 - Present
Nestle Dreyer's Ice Cream August 2011 - Present
Nestle USA May 2007 - July 2011
Nestle USA July 2005 - May 2007
American Express Tax & Business Services 2003 - 2005
Skills
Variance Analysis, Financial Reporting, Internal Audit, Cost Accounting, Hyperion Enterprise, Accounting, General Ledger, Finance, Financial Analysis, Financial Accounting, Corporate Finance, Internal Controls, Budgets, US GAAP, Forecasting, Consolidation, Capital Budgeting, Auditing, SAP, Managerial Finance, Strategic Financial..., Financial Modeling, P&L, Accounts Receivable, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Essbase, Accounts Payable, Financial Audits, Fixed Assets, Analysis, JD Edwards, Financial Statements, Revenue Recognition, IFRS, Financial Forecasting, Accruals, SEC filings, Pricing
Education
Bentley University 2001 — 2005
Bachelor of Science, Accountancy
T Rowe Price November 2005 - Present
American Express Tax & Business Services August 2003 - November 2005
Education
Morgan State University 1998 — 2000
MBA, Information Systems and Sciences
Bowie State University 1992 — 1996
B.S., Finance
San Diego Electrical Industry Trusts September 2012 - Present
Northern Illinois Benefit Funds September 2003 - August 2012
First Lutheran Church January 2007 - April 2011
Johnson, Harkness, & Park (Seasonal) January 2004 - April 2011
American Express Tax & Business Services January 2001 - January 2003
Kuhn & Company, CPA's January 1997 - January 2001
Skills
Accounting, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Financial Accounting, Corporate Tax, US GAAP, Income Tax, CPA, Payroll, Auditing
Education
Northern Illinois University - College of Business 2007 — 2007
Master of Business Administration (M.B.A.), Business Administration
Eastern Illinois University 1994 — 1997
Bachelor of Science in Business, Accounting
Ernst & Young June 2010 - Present
First Bank April 2009 - July 2010
iParametrics, LLC April 2007 - January 2009
Ernst & Young LLP November 2003 - April 2007
American Express Tax & Business Services April 2002 - October 2003
Arthur Andersen LLP June 1998 - April 2002
Skills
Accounting, Cost Segregation, Data Analysis, Due Diligence, Financial Analysis, Financial Modeling, Tax, Corporate Tax
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA, Business Administration; Accounting
University of Michigan 1993 — 1997
B.S.E., Civil Engineering
Artha Capital Management, Inc. July 2007 - March 2008
Trigram Capital Management Inc. April 2006 - June 2007
McKinsey and Company Inc. March 2004 - March 2006
Citco Fund Services January 2001 - March 2004
American Express Tax & Business Services January 1999 - December 2000
Goldstein Golub Kessler & Co., PC January 1997 - December 1998
Skills
Fund Of Funds, Financial Modeling, Financial Analysis, Alternative Investments, Equities, Hedge Funds, Private Equity, Accounting
Education
Hofstra University 1992 — 1996
Coltrane Asset Management, L.P. May 2015 - Present
MSDC Management, L.P. September 2002 - May 2015
Goldman Sachs & Co. September 2000 - September 2002
American Express Tax & Business Services January 1999 - September 2000
Goldstein Golub Kessler LLP November 1997 - December 1998
Skills
Accounting, Hedge Funds, Excel, Financial Reporting, Equities, Analysis, Fixed Income, Options, General Ledger, Alternative Investments, Microsoft Excel, Financial Analysis, Fund Of Funds, Financial Modeling, Valuation, Derivatives, Private Equity
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BS, Accounting
McGladrey May 2010 - Present
RSM McGladrey March 1994 - August 2012
American Express Tax & Business Services 1997 - 2005
Skills
Business Process..., Internal Controls, Business Analysis, Accounting, Visio, Business Process, Project Management, Acquisition Integration, Mergers, Requirements Gathering, Microsoft Excel, Access, Analysis, Project Planning, Requirements Analysis, PeopleSoft, Microsoft Office, Risk Management, Finance
Education
Stevenson University 1988 — 1995
Bachelor of Science (B.S.), Computer Accounting
Stevenson University
Bachelor's degree, Accounting and Computer Science
CPI Aero Managing DirectorAmerican Express TBS1998 - 2003
American Express Tax & Business Services 1998 - 2003
Goldstein Golub Kessler 1988 - 2003
Goldstein, Golub, Kessler & Co., P.C. 1988 - 2003
Goldstein Golub Kessler & Company, P.C. 1988 - 2003
Goldstein Golub Kessler P.C. 1988 - 2003
Education
Hofstra University 1985 — 1988
CIT June 2012 - Present
JPMorgan Chase July 2011 - June 2012
JPMorgan Chase February 2011 - July 2011
JPMorgan Chase September 2008 - February 2011
Stonehenge Capital Company April 2005 - March 2008
American Express Tax & Business Services 2002 - 2005
Hausser & Taylor 2002 - 2005
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Finance, Economics
Nanyang Technological University 2011 — 2011
MBA, International Business, Finance
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Science in Business Administration, Accounting
AIG June 2004 - Present
American Express Tax & Business Services 2002 - 2004
Education
Erasmus Universiteit Rotterdam
international business
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Hofstra University
Bachelor of Business Administration (BBA)
Chicago Cubs August 2013 - Present
Chicago Cubs March 2007 - August 2013
Tribune Company 2005 - 2007
American Express TBS 2003 - 2005
American Express Tax & Business Services 2003 - 2005
Skills
SOX, Accounting, Financial Reporting, Budgeting, Internal Audit, Excel, Financial Analysis, Financial Accounting, Auditing, Forecasting, Budgets, Microsoft Word, Sarbanes-Oxley Act, Microsoft Excel, PowerPoint, Strategic Planning, Data Analysis, Financial Modeling, Managerial Finance, Microsoft Office, Finance, Accounts Payable, Corporate Finance, Internal Controls, Access, QuickBooks, Payroll, Risk Management, General Ledger, Analysis, Account Reconciliation, Variance Analysis, Strategic Negotiations, Financial Statements, Accounts Receivable, Leadership, Business Planning, Strategic Financial..., Sarbanes-Oxley
Education
Miami University 1999 — 2003
BS, Accounting and Finance
Benedict & Slack CPAs, LLC August 2007 - Present
KA November 2006 - August 2007
RSM McGladrey September 2004 - October 2006
American Express Tax & Business Services January 1999 - September 2006
Skills
Auditing, External Audit, Financial Audits, Financial Reporting, Financial Accounting, Financial Analysis, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Tax Advisory, Country Clubs, Hospitality Industry
Education
Towson University 1994 — 1998
Bachelor or Science Accounting, Accounting
CNA 2012 - Present
Innoviss, Inc. December 2008 - July 2011
Argy, Wiltse & Robinson, P.C. 2005 - 2008
Logistics Applications Inc. 2003 - 2005
American Express Tax & Business Services 1999 - 2003
Education
George Mason University 1992 — 1996
BS, Accounting
Guy Carpenter April 2015 - Present
Guy Carpenter February 2013 - March 2015
Marsh & McLennan Companies, Inc. July 2012 - February 2013
McGladrey & Pullen October 2009 - July 2010
McGladrey & Pullen 2006 - October 2009
American Express Tax & Business Services 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Auditing, Valuation, Due Diligence, Corporate Finance, Mergers, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Investment Banking and Corporate Finance
Miami University 2001 — 2005
Bachelor of Science (BS), Accounting
Kentucky Country Day School 1998 — 2001
High School
Improving Enterprises August 2014 - Present
The Willow Group July 2013 - July 2014
Greater Minneapolis/St. Paul area January 2012 - July 2013
Ameriprise Financial Services, Inc. November 2009 - December 2011
Ameriprise Financial August 2006 - November 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Connextion Systems Engineering 2004 - 2004
American Express Financial Advisors 2002 - 2004
GMAC Financial Services 1999 - 2001
American Express Tax & Business Services 1997 - 1999
Skills
Business Analysis, PMO, Requirements Gathering, Business Requirements, SDLC, Visio, Vendor Management, Requirements Analysis, Process Improvement, User Acceptance Testing, Business Process, Business Process Design, Program Management, Business Process..., Risk Management, Project Management, Access, Team Leadership, Change Management, Software Documentation, Financial Services, Testing, Management, Leadership, Analysis, Training, Cross-functional Team..., Consulting
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager, Project Management
St. Catherine University 2001 — 2002
General
Nadel Architects Executive Administrative AssistantRSM McGladrey2005 - 2006
American Express Tax & Business Services 2000 - 2006
Education
Cerritos College 1984 — 1986
McGladrey 1998 - Present
American Express Tax & Business Services 1998 - 2005
Skills
Tax Compliance, Hedge Funds, Accounting, Proprietary Trading, Trading Strategies, Tax, Financial Reporting, Equities, Fund Of Funds, Due Diligence, Finance, Financial Services, Management, Financial Accounting, CPA, Financial Analysis, High Net Worth..., Investments, Auditing, US GAAP, Family Office, Asset Management
Education
DePaul University 1994 — 1997
BS, Commerce
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Taxation
IBM April 2011 - Present
Initiate Systems, an IBM Company September 2009 - March 2011
Neohapsis June 2008 - September 2009
SPSS December 2004 - February 2008
American Express Tax & Business Services September 2001 - November 2004
Skills
Sarbanes-Oxley Act, Revenue Recognition, Internal Audit, Accounting, Financial Modeling, Mergers & Acquisitions, Internal Controls, US GAAP
Education
Northern Illinois University
The Corvus Group Inc 2005 - Present
The Heartland Cafe 2012 - Present
Earth First Farms October 2005 - Present
American Express Tax & Business Services 2000 - 2005
Altschuler, Melvoin & Glasser 1989 - 2005
First Security Commercial Mortgage July 1998 - December 1999
Skills
Asset Managment, Portfolio Management, Privatization, Asset, Public/private..., Accounting, Relationship Management, Banking, Insurance Policies, Loans, Financial Analysis, Finance, Mortgage Lending, Real Estate
Education
University of Illinois at Chicago 1987 — 1989
Bachelor of Science (BS), Accounting
Northern Arizona University 1983 — 1986
Math, Philosophy
Tighe, Kress & Orr, P.C. September 2007 - Present
Motorola 2005 - 2007
American Express Tax & Business Services 2000 - 2005
Skills
Partnership Taxation, Tax Returns, Corporate Tax, Tax, Tax Preparation, Tax Research, Income Tax, Small Business, CPA, Estate Planning, S Corporations, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Master of Science in Taxation, Taxation
DePaul University 1996 — 2000
Bachelor of Science in Commerce, Accounting
City of Joliet March 2007 - Present
Jones Lang LaSalle March 2006 - March 2007
Walkabout May 2004 - February 2006
American Express Tax & Business Services November 2002 - April 2004
Education
Illinois Wesleyan University 1998 — 2002
XXXX 2010 - Present
Private Company 2008 - 2010
Sun Times Media 2006 - 2008
Applied Systems 2000 - 2005
American Express Tax & Business Services 1987 - 2000
Indiana 1983 - 1993
Skills
Accounting, Tax
Education
Northern Illinois University
MBA
Jenne, Inc November 2012 - Present
Birchwood School 2010 - Present
Maloney + Novotny LLC January 1996 - October 2012
Hausser + Taylor LLC 1996 - 2007
American Express Tax & Business Services 2001 - 2006
Skills
CPA, Financial Reporting, GAAP, Tax, Tax Preparation, US GAAP, Financial Statements, Internal Controls, Accounting, Auditing, Financial Analysis, Management
Education
Kent State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
SC&H Capital August 2005 - Present
SC&H Group 2005 - August 2012
Johns Hopkins University - Carey Business School January 1997 - 2010
Johns Hopkins University 1997 - 2010
American Express April 2000 - August 2005
American Express Tax & Business Services 2000 - 2005
Household Bank 1985 - 1995
Skills
Business Acquisition, Business Sale, Strategic Planning, Business Valuation, Board of Director..., Business Services, Start-ups, Mergers, Manufacturing, Government, Consumer Products, Board of Directors, Corporate Finance, Financial Modeling, Investment Banking, Healthcare Consulting, Team Facilitation, Consulting, Investments, Managerial Finance, Strategic Financial..., Venture Capital, Accounting, Leadership, Business Strategy, Executive Management, Portfolio Management, Strategy, Management Consulting, Mergers & Acquisitions, Analysis, Management, Due Diligence, Valuation, Program Management, Banking, Capital Markets, Private Equity, Organizational..., Financial Analysis, Tax, Finance, Financial Services, Risk Management, Equities, Financial Advisory, Wealth Management, M&A experience, Economics, CPA
Education
Loyola University Maryland 1987 — 1990
MBA, Finance
Miami University 1981 — 1985
B.S, Economics
McGladrey October 2014 - Present
McGladrey May 2012 - Present
CompuGain Corporation December 2011 - May 2012
Self Employed November 2010 - November 2011
Proctor, Crook & Crowder CPA's December 2006 - July 2009
McGladrey October 2005 - December 2006
American Express Tax & Business Services May 2003 - October 2005
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, GAAP, Internal Audit, Enterprise Risk..., Financial Analysis, Sarbanes-Oxley, SEC filings, US GAAP, Assurance, External Audit
Education
Central Connecticut State University 1976 — 1980
BS, Accounting
RCR Technology March 2014 - Present
RCR Technology June 2009 - Present
RCR Technology November 2012 - March 2014
RCR Technology May 2010 - December 2012
IBM February 2009 - May 2009
IBM February 2001 - February 2009
Tivoli Systems 1998 - 2001
Emergent Solutions Group 1998 - 1998
Ontario Systems 1996 - 1998
American Express Tax & Business Services June 1994 - July 1995
Skills
SDLC, Software Development, Solution Architecture, Requirements Analysis, Systems Analysis, Disaster Recovery, Process Improvement, Testing, Analysis, IT Strategy, Program Management, DB2, Management, Integration, Project Management, Enterprise Software, Change Management, Business Process, MS Project, IT Management, Leadership, Networking, Infrastructure, Vendor Management, Software Project..., SharePoint, Requirements Gathering, Visio, Business Intelligence, Enterprise Architecture, Business Analysis, IT Service Management, ITIL, Consulting
Education
Ball State University
MS, Computer Science
Purdue University - Krannert School of Management 1989 — 1993
BS, Accounting & Industrial Management
Alma Lasers September 2007 - Present
RSM McGladrey September 2005 - September 2007
McGladrey & Pullen September 2005 - September 2007
American Express Tax & Business Services 2000 - 2005
Education
Indiana University - Kelley School of Business 1996 — 2000
Matz CPA Group, Ltd. January 2010 - Present
Stanley Zilber & Associates April 2004 - December 2009
American Express Tax & Business Services 1997 - 2004
Skills
Accounting, Partnership Taxation, Tax, Corporate Tax, Tax Preparation, Auditing, Budgets, Financial Reporting, QuickBooks, Small Business
Education
DePaul University 1991 — 1995
Hosking Healthcare Consulting LLC January 2015 - Present
Hosking Klute Healthcare May 2008 - December 2014
RSM McGladrey October 2005 - April 2008
American Express Tax & Business Services January 1999 - September 2005
TriBrook/AM&G September 1996 - December 1998
Coopers & Lybrand April 1988 - August 1996
Herman Smith Associates June 1973 - March 1988
Skills
Hospitals, Planning, Management Consulting, Healthcare, Healthcare Consulting, Business Planning, Business Process..., Strategy, Project Planning, Strategic Planning, Budgets, Healthcare Management, Mergers & Acquisitions, Project Management, Performance Improvement, Business Development, Leadership Development, Process Improvement, Consulting, Program Management, Entrepreneurship, Leadership, Change Management, Executive Management, Management, Team Building, Contract Negotiation, Healthcare Industry, Organizational..., Start-ups, Business Strategy, Operations Management, Vendor Management, Performance Management, CRM, Outsourcing, Cross-functional Team..., Business Transformation, Business Analysis
Education
The University of Chicago Booth School of Business 1971 — 1973
MBA, Hospital Administration
University of Michigan 1967 — 1971
BSE, Industrial Engineering
Iron Mountain High School 1963 — 1967
Benedict & Slack CPAs ManagerKAWG&F2004 - 2007
American Express Tax & Business Services 1998 - 2004
American Express Tax & Business Services (Acquired Wolpoff & Co) 1994 - 2004
Wolpoff & Company LLP 1994 - 1998
Skills
Financial Analysis, Corporate Tax
Education
Salisbury University 1989 — 1992
Trident USA Health Services November 2009 - Present
APS Healthcare March 2008 - December 2009
ADP October 2003 - March 2008
American Express Tax & Business Services 2000 - 2002
American Express Tax And Business 2000 - 2002
Clifton Gunderson LLP 1998 - 1999
Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Auditing, Internal Controls, Sarbanes-Oxley, Financial Modeling, Mergers, Forecasting, Leadership, Analysis, Accounts Receivable, Finance, Account Reconciliation, Mergers & Acquisitions
Education
University of Maryland University College 2005 — 2008
MBA, Business & Global Economics
Towson University 1994 — 1997
Bachelor's Degree, Accounting
McGladrey January 1997 - Present
McGladrey & Pullen 1997 - Present
American Express Tax & Business Services 1999 - 2005
Checkers, Simon & Rosner LLP 1986 - 1997
Skills
Partnership Taxation, Tax, Tax Research, Income Tax, Accounts Payable, Corporate Tax, CPA, GAAP, Tax Preparation, Tax Accounting, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
MST, Taxation
Illinois State University 1979 — 1983
BS, Accounting
Maloney + Novotny LLC November 2007 - Present
Hausser + Taylor January 1988 - November 2007
RSM McGladrey 2005 - 2007
American Express Tax & Business Services 2002 - 2005
Skills
Accounting, Tax, CPA
Education
Cleveland State University
Master of Business Administration (M.B.A.), Accounting and Finance
Cleveland State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Caledonian Fund Services (USA), LLC AssociateRSM McGladreyOctober 2005 - May 2006
American Express Tax & Business Services November 2003 - September 2005
Education
Illinois Wesleyan University 1999 — 2003
American Capital January 2011 - Present
American Capital January 2009 - December 2010
American Capital March 2006 - December 2010
RSM McGladrey (formerly American Express Tax & Business Services) July 2005 - March 2006
American Express Tax & Business Services January 2005 - July 2005
CDR Associates February 2002 - December 2004
Skills
CLO, Alternative Investments, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Corporate Finance
Education
Towson University 1998 — 2002
Bachelors, Business Adminstration with concentration in Finance
New Enterprise Associates August 2008 - Present
RSM McGladrey June 2001 - August 2008
American Express Tax & Business Services 2001 - 2005
Skills
Internal Controls, GAAP, Financial Reporting, Private Equity, Due Diligence, Financial Analysis, Tax, CPA, Corporate Tax, Mergers & Acquisitions, Financial Modeling, Income Tax, US GAAP, Auditing, Accounting, SEC filings, Valuation, Financial Accounting
Education
Loyola University Maryland 2002 — 2005
MBA, Finance
Towson University 1999 — 2002
Accounting
Goodwill Industries of Southeastern Wisconsin, Inc. April 2012 - Present
ALDI Stores October 2004 - March 2012
American Express Tax & Business Services 2002 - 2004
Arthur Andersen, LLP 1999 - 2002
Education
National Louis University 2013 — 2015
Business Administration and Management, General
Northern Illinois University 1992 — 1996
U.S. Bank August 2012 - Present
Ally (GMAC) ResCap September 2008 - February 2012
Ally (GMAC) ResCap October 2005 - September 2008
American Express Tax & Business Services March 2004 - March 2005
American Express Tax & Business Services September 2000 - March 2004
Ameriprise November 1997 - September 2000
Skills
Microsoft Excel, Forecasting, Financial Reporting, Finance, Hyperion Enterprise, Essbase, Access, General Ledger
Education
Minnesota State University, Moorhead 1990 — 1995
BS, Finance, minor in Accounting
Schneiderman, Kohn & Winston, Ltd. November 2013 - Present
Plante & Moran January 2007 - November 2013
RSM McGladrey September 2001 - December 2006
AMERICAN EXPRESS TAX & BUSINESS SERVICES September 2001 - December 2006
Picker & Associates, CPA's November 1995 - September 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2002
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Accounting
Adlai E. Stevenson 1982 — 1986
General studies
CohnReznick LLP December 2004 - Present
JH Cohn, LLP 2004 - Present
CohnReznick LLP 2004 - 2013
American Express Tax & Business Services 1996 - 2004
American Express TBS 1996 - 2004
Seymour Schneidman & Associates 1990 - 1996
Spicer & Oppenheim (OAD) 1986 - 1990
Price Waterhouse 1975 - 1986
Skills
Human Resources, Talent Acquisition, Succession Planning, Talent Management, Recruiting, Organizational..., Process Improvement, Change Management, Leadership, Strategic Planning, College Recruiting, Onboarding, Performance Management, Interviews, Management, Revenue Recognition, US GAAP, Accounts Payable, Tax, Auditing, Management Consulting, Accounts Receivable, Nonprofits, Budgets, Internal Audit, Accounting, General Ledger, Forensic Accounting, Sarbanes-Oxley, Training, CPA, Sarbanes-Oxley Act
Education
Brooklyn College
T. Rowe Price February 2014 - Present
T. Rowe Price May 2011 - February 2014
T Rowe Price August 2008 - July 2011
T. Rowe Price November 2005 - August 2008
American Express Tax & Business Services April 2003 - November 2005
Skills
Analysis, Mutual Funds, Series 7, Series 63, 401k, Investments, Financial Analysis, Retirement, Process Improvement, Series 24, Defined Benefit, Business Process..., Accounting, Business Analysis, Strategic Planning, Change Management, Finance, SDLC, Project Management
Education
Bowie State University
B.S., Finance
Morgan State University
MBA, Information Systems and Sciences
Mandell Advisory Group, Ltd January 2007 - Present
RSM McGladrey 2006 - 2007
American Express Tax & Business Services 1998 - 2007
Skills
Tax, Trusts, Partnership Taxation, Tax Planning, Corporate Tax Planning, High Net Worth..., Accounting, Financial Planners, Small Business, CPA, Corporate Tax, Tax Accounting, Financial Analysis, Management, Tax Returns, Income Tax, Business Valuation, Tax Preparation, International Tax, Tax Research, Financial Reporting, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
Master of Science in Taxation, Taxation
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
Bachelor of Science in Accounting, Accounting
HHL Group, Inc. 2003 - Present
HHL Group, Inc. 2003 - Present
Western Reserve Bank June 2004 - July 2005
American Express Tax & Business Services January 2003 - April 2004
ZTKC FInancial Services January 1997 - January 2001
Midcap & Co January 1996 - January 1997
Skills
Professional Services, Personal Financial..., Small Business, CPA, Finance, Tax, New Business Development, Management, Financial Services, Real Estate, Strategic Financial..., Estate Planning, Customer Service, Tax Preparation, Outstanding..., Forensic Accounting, Leadership, Accounting, Mergers & Acquisitions, Income Tax, LLC, Financial Analysis, Business Planning, High Net Worth..., QuickBooks, Cash Flow, Financial Planning
Education
Baldwin-Wallace College 1993 — 1995
Bachelor of Business Administration, Accounting
Les Shapiro & Company, LLP October 1995 - Present
American Express Tax & Business Services 1988 - 1993
Skills
Tax Planning and..., Audited Financial..., Financial Planning for..., Financial Planning, Management Consulting, Estate Planning, Tax, Income Tax, Tax Preparation, Retirement Planning, Accounting, Corporate Tax, Audit, Tax Returns, Tax Compliance, Auditing, S Corporations, Tax Services, Financial Reporting, Sales Tax, Bookkeeping, Small Business, IRS, Strategic Financial..., Estate Tax Planning, Business Valuation
Education
California State University-Northridge 1979 — 1981
Bachelor Science, Degree in Accounting
Dennis K. Mishler, CPA June 1983 - March 2009
Coppes Napanee Co., Inc. May 2004 - April 2007
Classic Design Interiors, Inc. September 2000 - December 2001
G.C.I., Inc. September 1999 - August 2000
American Express Tax & Business Services September 1989 - December 1994
Holdeman, Fulmer, Chiddister & Co., CPA's October 1981 - June 1983
Education
Ball State University - College of Business 1975 — 1979
Accounting, Business, History, Humanities, Mathematics
Cohen Financial ControllerSportscopeAugust 1999 - October 2002
American Express Tax & Business Services March 1995 - August 1999
Skills
Due Diligence, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, GAAP, Valuation, Business Analysis, Real Estate, Cash Management, Budgets, Strategic Planning, Banking, Financial Accounting, Auditing, General Ledger, Start-ups, Management Consulting, Internal Controls, Process Improvement, Business Planning, Mergers & Acquisitions
Education
Illinois State University 1983 — 1988
BS, Accounting
McKesson Medical - Surgical June 2013 - Present
Navarre Corporation January 2013 - June 2013
Navarre Corporation April 2012 - June 2013
Valspar Corporation June 2004 - March 2012
Multifoods US Consumer Products February 2003 - June 2004
Integris Metals March 2002 - January 2003
ADC Telecommunications August 2000 - March 2002
ADC Telecommunications 1998 - 2001
The Pillsbury Company 1996 - 2000
American Express Tax & Business Services March 1998 - March 1999
Skills
Accounts Receivable, Credit, Invoicing, Financial Analysis, Process Improvement, Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, SAP, Microsoft Excel, Customer Service, Analysis, Negotiation, Budget, Cash Management, Managerial Finance, Corporate Finance, Financial Accounting, Pricing, Microsoft Word, Financial Modeling, Risk Management, Account Management, Credit Risk, Management, Internal Controls, Business Planning, Outlook, Account Reconciliation, Internal Audit, Finance, Budgets, Cash Flow, Auditing, Strategic Financial..., Six Sigma, General Ledger, Access, Accounts Payable, Business Process..., Cash Flow Forecasting, ERP, JD Edwards, Mergers & Acquisitions, Treasury Management, Inventory Management, Acquisition Integration, Business Networking
Education
Bethel University 2007 — 2009
Business Mgmt, Business
North Hennepin Community College 2004 — 2007
Associate of Arts and Sciences (A.A.S.), Business Management
North Community High School 1977 — 1981
Graduated -genereal studies
Shelba D. Meek, EA February 2009 - Present
Skoda Minotti CPAs August 2008 - January 2009
Barnes Wendling CPAs, Inc August 2005 - August 2008
American Express Tax & Business Services August 1998 - January 2005
Ciuni & Panichi, a large local CPA firm. August 1997 - August 1998
National Employee Benefit Services January 1995 - December 1996
Zinner & Co September 1990 - January 1995
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Law, Tax Accounting, Accounting, Tax, Personal Income Tax..., Tax Research, International Tax, Tax Returns, Sales Tax, CPA, Payroll, Auditing, GAAP, Finance, S Corporations, Financial Statements, Financial Accounting, Partnership Taxation, General Ledger, Internal Controls, QuickBooks, IRS, Trusts, Strategic Financial..., Use Tax, Financial Planners, Depreciation, Forensic Accounting, Tax Advisory, Fixed Assets, Mergers & Acquisitions
Education
Cleveland State University
Accounting
Kent State University
Bachelor of Fine Arts (BFA), Advertising and Design
The University of Akron
Master of Taxation
National Grid Tax ManagerMarketAxessApril 2006 - October 2008
RBSM LLP December 2004 - April 2006
Constellation Energy January 2003 - December 2004
Reznick Group December 2001 - January 2003
KPMG 1998 - 2001
American Express Tax & Business Services January 1998 - October 1998
Education
Towson University 1996 — 1999
B.S., Accounting
Pittman, Powers & Associates October 2000 - 2013
American Express Tax & Business Services 1998 - 2000
Jay Flinton, CPA 1998 - 1998
Skills
CPA, Tax Preparation, Payroll Taxes, Tax Planning, QuickBooks, Tax Research, GAAP, Partnership Taxation, Accounting, Journal Entries, Tax
Education
Eastern Kentucky University
BS, Recreation & Parks Administration
University of Central Oklahoma
Accounting
Webster University
MBA, Concentration in Business Administration, with an emphasis in Human Resource Development
Berdon LLP June 2012 - Present
Deloitte February 2010 - June 2012
The Praedium Group August 2004 - February 2010
American Express Tax & Business Services July 1998 - August 2004
Skills
Private Equity, Valuation, International Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax, Tax Advisory, Asset Managment, Financial Analysis, CPA, High Net Worth..., Investments, Income Tax, Real Estate, Accounting, Private Equity Funding, Asset Management, Corporate Tax, SEC filings
Education
City University of New York-Brooklyn College 1987 — 1991
BS, Accounting
JP Morgan Chase January 2011 - Present
Cleveland Job Corps Academy July 2010 - January 2011
McGladrey & Pullen October 2005 - March 2009
American Express Tax & Business Services September 2004 - September 2005
Skills
Auditing
Education
Kent State University 1999 — 2004
Bachelor of Business Administration, Accounting and Finance
McGladrey, LLP September 1999 - Present
American Express Tax & Business Services September 1999 - October 2005
Skills
Tax Research, Tax, Income Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Master of Science in Taxation
DePaul University 1995 — 1999
B.S., Accountancy
Smith Management LLC September 2004 - Present
PricewaterhouseCoopers February 2001 - September 2004
American Express Tax & Business Services 1999 - 2001
Skills
Tax, Trusts, Alternative Investments, Tax Research, Hedge Funds, Tax Accounting, Partnership Taxation, CPA, Tax Returns
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MS, Taxation
La Trobe University 1988 — 1990
BSc, Accounting
Yavneh College 1975 — 1986
High School Diploma
CJMn Ltd Tax & Business Services April 2011 - Present
H&R Block Tax & Business Services October 2005 - March 2011
American Express Tax & Business Services October 1998 - October 2005
Skills
Excel, Outlook, Word, Microsoft Office, Income Tax
Education
San Diego State University-California State University 1973 — 1975
BA, EDUCATION
University of Nebraska-Lincoln 1970 — 1972
Education
Tramont Consulting January 2007 - Present
Padua Franciscan High School December 2005 - Present
Pro OnCall Technologies August 2004 - December 2005
American Express Tax & Business Services February 2001 - August 2004
Skills
Technical Support, Information Technology, Network Design, Network Security, Disaster Recovery, Networking, Security
Education
University of Phoenix 2008 — 2010
MSIT, Information Technology
University of Phoenix 2003 — 2008
BSIT, Information Technology
Cuyahoga Community College 1993 — 1995
AA, Business, Computer Science
McGladrey December 2002 - Present
American Express Tax & Business Services 2002 - 2006
Grant Thornton July 1995 - December 2002
Skills
Tax Preparation, Tax, Corporate Tax, Tax Research, Accounting, CPA, Partnership Taxation
Education
Loyola University Maryland
BS, Accounting
University of Baltimore
Master, Taxation
Gordon, Keeter & Co. October 2007 - Present
Newberry, Gordon & Shuford 2008 - 2010
American Express Tax & Business Services 2003 - 2006
Security One System, Inc. 1998 - 2001
Skills
Corporate Tax, Tax Preparation, CPA, Partnership Taxation, US GAAP, Financial Reporting, QuickBooks, S Corporations, General Ledger, Bookkeeping, Fixed Assets, Account Reconciliation, Cash Flow, Compilation, Variance Analysis, GAAP, Accounting, Internal Controls, Financial Accounting, Financial Statements, Tax Returns, Income Tax
Education
Florida Atlantic University 1998 — 2004
Bachelors, Accounting
Miami Dade College 1994 — 1996
Associate of Arts (A.A.), Accounting
South Miami Senior High 1991 — 1994
High School, High School/Secondary Diplomas and Certificates
Visionary Outsourceing Professional May 2009 - Present
Visionary Outsourcing Professionals May 2009 - Present
American Express Bank February 2005 - March 2009
American Express February 1987 - March 2009
Standard Chartered Bank 2008 - 2009
American Express Tax & Business Services January 2001 - December 2005
Consumer Credit Card Group December 2000 - January 2001
Shared Services November 1998 - December 2000
Latin American & Caribbean December 1995 - November 1998
Irvington N May 1985 - February 1987
Education
Florida A&M University
BA, Accounting
Pace University
MBA, Finance
Switzer & Roy LLC February 2012 - Present
H&R Block Tax & Business Services January 2005 - January 2012
American Express Tax & Business Services October 1987 - January 2005
Henretta & Associates CPAs October 1980 - October 1987
Ashland Chemical Co. July 1978 - October 1980
Skills
Accounting, Management, Financial Reporting, Financial Statements, Tax, General Ledger, Microsoft Office, Consulting, Income Tax, Project Planning, CPA, Start-ups, Small Business, Budgets, Tax Preparation, Financial Analysis, Tax Returns, QuickBooks, Bookkeeping
Education
The Ohio State University 1974 — 1978
B.S., Accounting
Tax & Business Services of N.E. March 2011 - Present
John Reppucci, EA February 2011 - February 2011
H&R Block Tax & Business Services January 2005 - January 2011
American Express Tax & Business Services November 1989 - January 2005
Tax Systems of America September 1987 - November 1989
Education
Salem State College 1977 — 1981
Bachelor of Science, Accounting
Stanley Black & Decker , Inc. February 2007 - Present
Carlozo & Company, P.A. November 2001 - February 2007
American Express Tax & Business Services June 1998 - May 2001
Skills
Federal Taxation, State Taxation, International Tax, Tax, Journal Entries, Property Tax, State Tax, IRS, Tax Research, Tax Accounting, Corporate Tax, CPA, Tax Returns
Education
Towson University
B.S., Accounting
RG Tax and Business Services May 2012 - Present
Fund Tax Services LLC January 2015 - September 2015
Fulvio & Associates LLP January 2013 - December 2014
Ernst & Young LLP February 2002 - April 2012
American Express Tax & Business Services December 1999 - August 2001
CIBC Oppenheimer August 1987 - May 1999
Oppenheim Appel Dixon & Co CPAs 1982 - July 1987
Skills
Hedge Funds, Tax, Corporate Tax, Income Tax, Private Equity
Education
City University of New York-Brooklyn College
BS, Accounting
Owen McDonald, CPA January 2010 - Present
Riha Design Group, Inc. December 2003 - December 2009
American Express Tax & Business Services December 1997 - May 2003
Checkers Simon & Rosner April 1980 - November 1997
Education
Regis University
BS, Accounting
Community Bank June 2010 - Present
Tomlinson Financial Group January 1998 - June 2010
American Express Tax & Business services October 1996 - January 1998
Bank of California October 1990 - October 1996
Security Pacific National Bank September 1981 - October 1990
Skills
Small Business Lending, Credit Analysis, Underwriting, Mortgage Lending, Commercial Lending
Education
Pacific Coast Banking School
Certificate of Completion, University of Washington
Pepperdine University
Bachelor's degree, Business Administration and Management, General
PPL Electric Utilities October 2014 - Present
Bosch Rexroth August 2013 - October 2014
Ernst & Young June 2004 - August 2013
Towson University February 2004 - September 2005
American Express Tax & Business Services January 2003 - August 2003
Skills
US GAAP, Internal Controls, Auditing, GAAP, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Reporting, IFRS, CPA, Accounting, Big 4, Internal Audit, Sarbanes-Oxley, Financial Analysis, Financial Statements, Tax
Education
Towson University 2001 — 2005
Bachelor of Science, Accounting, Psychology (minor)
Northampton Community College 2015 — 2016
Leadership Lehigh Valley
Ernest Kirsch CPA May 2010 - Present
McGladrey September 2005 - April 2010
American Express Tax & Business Services February 1997 - September 2005
Skills
Income Tax, Corporate Tax, CPA, Tax, Tax Research, Tax Returns, Partnership Taxation, Tax Preparation, Accounting, S Corporations
Education
DePaul University 1960 — 1964
Bachelor of Science (BS), Accounting
Roosevelt High School Chicago 1956 — 1960
Yerina, Pascual,Dizon, Inc. November 2011 - Present
H & R Block tax & business svcs. January 2005 - October 2011
American Express tax & business services April 1994 - January 2005
Skills
Auditing, Tax Accounting, Consultancy
Education
Ateneo de Manila University
MBA
University of Santo Tomas
BS, Commerce major in Accounting
STERIS Corporation July 2014 - Present
Charles E. Harris & Associates February 2012 - July 2014
Charles E. Harris and Associates May 2007 - July 2014
Charles E. Harris & Associates May 2007 - February 2012
American Express Tax & Business Services January 2005 - May 2005
Skills
Accounting, Analysis, Auditing, Finance, Financial Analysis, Financial Audits, Financial Statements, Internal Audit, Internal Controls, Management, Process Improvement, Tax
Education
Brecksville
Kent State University
Bachelor of Business Administration, Accounting
Corey, Murphy & Harber, PC September 1998 - Present
American Express Tax & Business Services August 1995 - September 1998
Kisscorni & Associates, PC, CPA November 1988 - August 1995
Skills
Tax, Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Compliance, Tax Returns, Partnership Taxation, Bookkeeping, Quickbooks, Sales Tax, Tax Services, Individual Taxation, S Corporations, Federal Tax, Small Business..., IRS, Tax Return Preparation, LLC, Preparation, Tax Advisory, Accountants, Payroll, Tax Accounting, Financial Accounting, Personal Tax Planning, QuickBooks, CPA, Internal Controls, Financial Reporting, Tax Research, Auditing, Accounts Payable
Education
Hope College 1984 — 1988
Bachelor of Business Administration, Accounting
Healthcare Informations & Management Systems Society (HIMSS) May 2012 - August 2012
Quattro FPO Solutions May 2009 - January 2011
Quattro FPO Solutions February 2006 - May 2009
Jane Addams Hull House Association October 1999 - May 2009
RSM McGladrey October 2005 - February 2006
American Express Tax & Business Services May 2003 - October 2005
American Express Tax & Business Services June 2002 - May 2003
Arthur Andersen, LLP October 1999 - June 2002
Arthur Andersen, LLP December 1997 - September 1999
Fine Arts Engraving December 1997 - September 1999
Skills
Accounting, Financial Reporting, Financial Statements, Accounts Payable, Account Reconciliation, Financial Analysis, Internal Controls, General Ledger, Nonprofits, Financial Modeling, Managerial Finance, Accounts Receivable, Forecasting
Education
DePaul University
Bachelor of Science, Accounting
DePaul University
Bachelor of Science - Accounting, Accounting
Thompson Hine LLP April 2014 - Present
Finkler & Company July 2012 - September 2013
McGladrey 2005 - 2011
American Express Tax & Business Services January 2000 - October 2005
Hausser + Taylor August 1979 - January 2000
Skills
Internal Audit, Data Entry, Payroll, Accounts Payable, Finance
Education
Indiana Wesleyan University 2009 — 2012
Bachelor's degree, Business Management, Summa Cum Laude
Jefferson Wells September 2007 - Present
American Express December 2005 - September 2007
American Express Tax & Business Services April 2004 - December 2005
Jefferson Wells April 2002 - April 2004
Skills
Internal Audit, Finance, Corporate Finance, Business Development, Accounting, New Business Development, Human Resources, Financial Analysis, Consulting, Process Consulting, Six Sigma, Financial Services, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Risk Management, Auditing, Business Process..., Enterprise Risk..., Financial Reporting, Financial Risk, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Accounting
New York City Department of Health and Mental Hygiene 2011 - 2011
Girl Scouts of the USA September 2003 - August 2009
American Express Tax & Business Services August 2002 - July 2003
MetLife May 1993 - March 2001
Education
New Horizons Computer Center 2010 — 2011
Borough of Manhattan Community College 1983 — 1988
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
Gimbel, Abrams & Singer February 2004 - Present
American Express Tax & Business Services September 1998 - February 2004
Skills
CPA, GAAP, US GAAP, Corporate Tax, Tax Preparation, Tax, Accounting, Auditing, Income Tax, Internal Controls
Education
DePaul University 1994 — 1998
Bachelor of Science (B.S.), Accounting
C.E.A. Scholtes & Associates January 2013 - Present
McCormick September 2006 - January 2010
McCormick September 2005 - September 2006
McCormick June 2003 - September 2005
Northrop Grumman November 2001 - June 2003
Northrop Grumman November 1999 - November 2001
Stoy, Malone & Company, PC January 1998 - November 1999
American Express Tax & Business Services October 1996 - November 1997
Gilligan Homes 1994 - 1996
Skills
Accounting, General Ledger, GAAP, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Financial Statements, QuickBooks, Journal Entries, US GAAP, Invoicing, Finance
Education
Loyola College in Maryland
Master of Business Administration (MBA)
Towson University
Bachelor of Science (BS), Accounting
Atria Senior Living 2001 - Present
Hillsdale Manor 1996 - 2001
American Express Tax & Business Services 1995 - 1996
Skills
Accounts Payable, Accounts Receivable, Human Resources, Billing Systems, Payroll, Employee Benefits, Training Delivery, Employee Training, Recruiting, Collections
Education
California State University-Hayward 2000 — 2002
Bachelor of Science in Business Administration, Accounting
College of San Mateo 1996 — 1999
Associate of Arts (AA), Accounting
Talent Partners September 2013 - April 2014
ALDI March 2010 - September 2013
Sidley Austin LLP October 2004 - February 2010
American Express Tax & Business Services April 2004 - October 2004
Harris Bank (BOM) June 2001 - April 2003
NiSource April 1980 - December 2000
Skills
PeopleSoft Payroll..., ADP Payroll, ProBusiness Payroll
Education
Calumet College of Saint Joseph 1976 — 1980
Bachelor of Science, Accounting/Management
Opus Holding, L.L.C. May 2005 - Present
American Express Tax & Business Services September 2000 - May 2005
Skills
Accounting, Financial Analysis, Microsoft Office, Financial Reporting
Education
Loras College 1996 — 2000
Accounting (B.A.)