Caldwell & Company
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Caldwell & Company Employees
Caldwell & Company August 2012 - Present
Healy & Associates, LLC December 2001 - June 2012
Goodman & McAllister CPA's Chtd 1984 - 2001
Skills
Tax Preparation, QuickBooks, Accounting, Financial Statements, Corporate Tax, CPA, Tax Returns, Employee Benefits, GAAP
Education
Mount Saint Mary's College 1982 — 1984
Bachelor of Science, Accounting
Frederick Community College
Associates, Accounting
The Jewish Federation of Greater Washington September 2014 - Present
Caldwell & Company October 2012 - August 2014
Judith Tiktin PC September 2009 - October 2012
Aronson LLC September 1989 - April 1997
Education
University of Maryland College Park 1985 — 1989
Bachelor of Science (B.S.), Accounting
American University January 2015 - Present
Woolly Mammoth Theatre Company January 2010 - Present
Caldwell & Company January 2002 - Present
Green Door July 2002 - December 2011
Bond Beebe 1988 - 2002
Skills
Income Tax, Property Tax, Tax Preparation, Tax, Tax Accounting, IRS, GAAP, Partnership Taxation, Corporate Tax, Small Business, Accounting, CPA, Forensic Accounting, QuickBooks, Tax Returns, Tax Research, Sales Tax, Estate Tax Planning, Accountants, Internal Controls, Payroll Taxes, Financial Planners, Financial Statements, Finance, Strategic Financial..., Bookkeeping, High Net Worth..., Trusts, US GAAP, Cash Flow, Estate Planning, General Ledger, Employee Benefits, Fixed Assets, Financial Advisory, Due Diligence, Personal Finance, Managerial Finance, Executive Management, Cost Accounting, Financial Planning
Education
University of Minnesota - Carlson School of Management 1983 — 1986
Bachelor's degree, Accounting
Bolivar High School 1972 — 1975
American University
American University
Greystar April 2015 - Present
Colliers-International July 2013 - April 2015
AvalonBay Communities May 2011 - July 2013
Caldwell & Company February 2010 - March 2011
Skills
Non-profits, Event Planning, Research, Social Media, Program Management, Microsoft Office, Editing, Social Media Marketing, Accounting, Strategic Planning, PowerPoint, Marketing, Event Management, Customer Service, Nonprofits, Public Relations, Budgets, Microsoft Excel, Leadership, Training, Data Analysis, Fundraising, Microsoft Word, Volunteer Management, Team Leadership, Social Networking
Education
University of Maryland 2008 — 2012
Master of Science (M.S.), Accounting and Financial Management
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Business Management
Caldwell & Company January 2014 - Present
Deloitte January 2012 - January 2014
Blue & Co., LLC January 2011 - April 2011
Skills
Financial Analysis, Internal Controls, Financial Reporting, Auditing, US GAAP, GAAP, SEC filings, Financial Accounting, Sarbanes-Oxley Act, External Audit, CPA, Accounting, Assurance, Tax, Financial Statements, Due Diligence, Managerial Finance, Valuation, Corporate Finance
Education
University of Kentucky 2010 — 2011
B.S., Accounting
Sewanee-The University of the South 2005 — 2009
B.A., Economics
Caldwell & Company 2012 - Present
Sethi Accounting Associate January 2012 - July 2012
Sandy Spring Bank May 2007 - March 2012
Skills
QuickBooks, Multi-state Payroll..., Internal Controls, Bookkeeping, Financial Statements, General Ledger, Payroll Taxes, Job Costing, Year-end Close, Monthly Close, Full Cycle Accounting, Full-Charge Bookkeeping, US GAAP, Cost Accounting, Budgets, Budget Management, Sales Tax, Project Accounting, Property Tax, Fixed Annuities, Accounting, Cash Flow, Management, Bank Reconciliation, Microsoft Office
Education
University of Maryland College Park
Bachelor's degree, Accounting
Howard Community College
Associate's degree, Business Administration / Accounting
Allied Trade Group, Inc. April 2006 - Present
Byte Software June 2005 - September 2006
Everett Area Chamber of Commerce February 2004 - June 2005
Chancery Software November 1999 - October 2003
Caldwell & Company June 1991 - September 1999
Federal Government 1972 - 1980
Education
Pacific Business College, Portland, OR 1970 — 1971
Diploma, Legal Secretary
Glendale Community College 1969 — 1970
N/A, Accounting/Business
Caldwell & Company December 2010 - Present
Salgado & Associates, PLLC November 2004 - October 2008
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1999 — 2001
Masters, Criminal Justice
Inter-American University of Puerto Rico-Metropolitan Campus 1996 — 1999
Bachelors, Criminal Justice
University of Maryland College Park 1992 — 1995
Associate level
Frederick Douglass High School 1989 — 1992
High School Diploma
Telecommunications Development Corp. January 2015 - Present
Telecommunications Development Corp. (TDC) January 2007 - Present
Caldwell & Company January 2006 - December 2006
Mastercraft Interiors, Ltd. May 2004 - January 2006
Skills
Strategic Planning, Team Leadership, Business Analysis, Team Building, Program Management, Financial Analysis, Business Development, Business Process..., Telecommunications, Project Planning, Analysis, Process Improvement, Management Consulting, Training, Coaching, Entrepreneurship
Education
University of Maryland University College 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2009 — 2009
Executive Education: CFO - Becoming a Strategic Partner
Notre Dame of Maryland University 2004 — 2007
BA, Business Management
Lakewood Country Club June 2014 - August 2014
Caldwell & Company January 2014 - January 2014
Van Hollen For Congress June 2013 - August 2013
Law Office of Aparna Dave June 2012 - August 2012
Ferguson Asset Management, Inc. September 2011 - June 2012
Skills
Microsoft Office, PowerPoint, Research, Social Media, Microsoft Word, Public Speaking, Editing, Facebook, Microsoft Excel, Customer Service
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Finance