Brown & Brown, LLP
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Brown & Brown, LLP Employees
Phamatech, Inc August 2006 - October 2010
Brown & Brown, LLP 2006 - 2006
Evergreen Carmel Mt. Health & Rehab. Cntr. 2005 - 2005
The Freeman Company 2004 - 2005
Skills
Employee Relations, HRIS, Onboarding, Customer Service, New Hire Orientations, Benefits Administration
Education
University of San Diego 2004 — 2004
Certificate, Paralegal
California State University San Marcos 1998 — 2002
BA, Human Development
Edelstein & Co., LLP June 2008 - Present
Goodwin Rollins Real Estate 2008 - Present
UHY Advisors 2006 - 2008
Brown & Brown, LLP 2001 - 2006
Skills
High Net Worth..., Partnerships, Tax, Accounting, Tax Preparation, Corporate Tax, QuickBooks, CPA, Income Tax, Forensic Accounting, Tax Accounting, ProSystem fx Tax, General Ledger, Partnership Taxation, Tax Returns, Finance, Tax Research, Bookkeeping, Accounts Payable, US GAAP
Education
Northeastern University 1996 — 2001
Bachelor of Science (BS)
Lynnfield High School 1992 — 1996
Marcum LLP April 2010 - Present
UHY Advisors NE, LLC July 2006 - April 2010
Brown & Brown, LLP November 1998 - June 2006
Capital Analysts of New England September 1995 - November 1998
Skills
High Net Worth..., Income Tax, Financial Advisory, Corporate Tax, Tax, Tax Preparation, Trusts, Accounting, Tax Accounting, Tax Research, Insurance, Financial Planners, Estate Law, Wealth, Estate Planning, Tax Advisory, Financial Statements, Tax Law, Finance, Financial Planning, Estate Tax Planning, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Certificate, Financial Planning
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS, Taxation
Bentley University 1994 — 1996
BS, Accounting
Duff & Phelps, Global Leader of Disputes and Investigations April 2013 - Present
CBIZ Tofias March 2009 - April 2013
UHY Advisors FLVS, Inc. 2007 - 2009
UHY Advisors N.E., LLC 2006 - 2009
Brown & Brown, LLP 1996 - 2006
MacDonald, Levine, Jenkins & Co. 1983 - 1996
KPMG 1978 - 1983
Skills
White Collar Criminal..., Arbitration, Securities Litigation, Expert Witness, Forensic Accounting, Certified Fraud Examiner, Valuation, Litigation Support, Due Diligence, Mergers & Aquisitions, Court Appointed Receiver, Auditing, Mergers & Acquisitions, Mergers, Litigation, Financial Analysis, Fraud, Securities, Litigation Consulting, SEC filings, Business Valuation, Forensic Analysis, Tax, CPA, Private Equity, Restructuring
Education
Bentley University 1980 — 1982
Master of Science in Taxation, Tax
Boston University Questrom School of Business 1974 — 1978
BSBA, Accounting/Finance
Fuzz Productions August 2012 - January 2013
Santa's Village, Inc. 2003 - February 2012
Santa's Village, Inc. 2001 - 2003
Brown & Brown, LLP 1999 - 2001
Carlin, Charron & Rosen, LLP 1998 - 1999
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, Financial Accounting, Tax, Revenue Recognition, General Ledger, Financial Analysis, QuickBooks, Tax Preparation, Financial Statements, Income Tax, Variance Analysis, Managerial Finance, Account Reconciliation
Education
Bentley University 1995 — 1998
BS, Accountancy
University of Vermont 1994 — 1995
School of Business
SeaChange International July 2015 - Present
Avention November 2012 - June 2015
Logix Health December 2010 - December 2012
Mercury Media November 2007 - April 2010
Sepaton January 2005 - September 2007
Brown & Brown, LLP March 2000 - November 2004
BankVest Capital Corp. February 1998 - March 2000
Skills
Accounts Payable, Account Reconciliation, Accounting, Accounts Receivable, Microsoft Excel, General Ledger, Accruals, Forecasting, Journal Entries, Time Management, Cash Management, Bank Reconciliation, GAAP, Invoicing, Internal Controls, Management, Customer Service
Education
Lasell College 1987 — 1988
Travel & Tourism
Fisher College 1986 — 1987
Travel & Tourism
Brown & Brown, LLP October 2013 - Present
Legal Services of Eastern Missouri May 2012 - Present
Saint Louis University May 2011 - June 2012
Missouri State Public Defender May 2011 - August 2011
Skills
Legal Research, Legal Writing, Westlaw, Courts, Civil Litigation, Litigation, Lexis, Personal Injury
Education
Saint Louis University School of Law 2010 — 2013
University of Illinois at Urbana-Champaign
HSNO September 2012 - Present
Carey & Company, PC January 2003 - June 2012
Brown & Brown, LLP 2001 - 2002
Brown & Brown, LLP 2000 - 2001
Matson, Driscoll & Damico, LLP 1996 - 2000
Skills
Forensic Accounting, Insurance, Litigation Consulting, Fraud, Business Valuation
Education
Babson College 1992 — 1996
Bachelor of Science in Business Administration, Accounting
CBIZ Tofias & Mayer Hoffman McCann P.C. May 2009 - Present
UHY LLP June 2006 - April 2009
UHY Advisors NE, LLC June 2006 - April 2009
Brown & Brown, LLP 2000 - June 2006
Skills
CPA, GAAP
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Accounting
Gordon-Conwell Theological Seminary May 2009 - Present
PricewaterhouseCoopers February 2008 - May 2009
UHY Advisors FLVS, Inc. July 2006 - January 2008
Brown & Brown, LLP October 2003 - June 2006
Deloitte & Touche January 2000 - July 2001
United States Air Force July 1994 - August 1999
Skills
Business Valuation, CPA, Litigation Support, Financial Analysis, Valuation, Nonprofits, Public Speaking, Leadership Development, Accounting, Financial Services, Financial Reporting, Budgets, GAAP, Internal Controls, Strategic Planning, Financial Accounting, Finance, Auditing, Management, Leadership, Financial Modeling, Research, Teaching, US GAAP
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA
University of California, Los Angeles 1995 — 1997
United States Air Force Academy 1989 — 1994
BS
First Financial Trust, N.A. October 2008 - September 2010
Boston Private Bank October 2003 - September 2008
Brown & Brown, LLP January 2002 - October 2003
Triple V Enterprises, Inc. 1984 - 2002
Education
Boston University
CFP Certificate, Financial Planning
Boston University School of Law
L.L.M. Taxation
Syracuse University College of Law
J.D.
Thayer Academy
University of Colorado Boulder
B.A., History
Brown & Brown, LLP December 2011 - Present
Evans & Dixon, LLC 2004 - December 2011
The Dial Corporation 1997 - 2002
Education
Marquette University Law School 1992 — 1995
J.D.
University of Illinois at Urbana-Champaign 1989 — 1991
B.S., Economics
Barbato Media Inc September 2014 - Present
Hudson Lock 2004 - 2009
Shepherd & Goldstein LLP 2003 - 2004
Brown & Brown, LLP 2001 - 2003
Skills
Publishing, Advertising Sales, Accounts Receivable, Tax, Payroll
Education
Becker College
Bachelor's Degree, Bachelor of Science – Accounting