Carlson Advisors, LLC
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Carlson Advisors, LLC Employees
Starkey Hearing Technologies July 2014 - Present
Walker Methodist May 2014 - July 2014
Carlson Advisors, LLC November 2012 - April 2014
Stop N Go October 2008 - December 2012
Contour Beds May 2008 - August 2008
EmbroidMe June 2006 - January 2008
Skills
Payroll, Bookkeeping, QuickBooks, Invoicing, Customer Service, Accounts Payable, Accounts Receivable, Spreadsheets, Microsoft Excel, Journal Entries, Peachtree, Microsoft Office, Microsoft Word, Financial Accounting, Outlook, File Management, PowerPoint, Account Reconciliation, Accounting, Tax Returns, Tax Preparation, Income Tax, Cash, Bank Reconciliation, Fixed Assets, Small Business, Windows 7, Customer Retention, Data Entry, Inventory Management, Teamwork, General Ledger, Payroll Taxes, Expenses, Accruals, Financial Statements, Balance, Petty Cash, Sales Tax, Quicken, Preparation, 10 Key, Year End Accounts, Windows, Cash Receipts, Payroll Services, ADP Payroll, Deposits, Great Plains Software, Microsoft Dynamics GP
Education
Saint Mary's University of Minnesota 2013 — 2018
Bachelor's degree, Accounting
Minneapolis Community and Technical College 2008 — 2012
Associate of Arts and Sciences (AAS), Accounting
Mesabi Range Community and Technical College 2000 — 2000
general Studies, independent coarse study
Eveleth Gilbert High and earlier 1993 — 1996
Diploma
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
Welsh & Colliers MSP June 2015 - Present
The Goodman Group LLC January 2013 - May 2015
Ernst & Young October 2011 - January 2013
Carlson Advisors, LLC January 2011 - April 2011
CSBSJU IT Services August 2008 - December 2010
Skills
Accounting, CPA, Microsoft Excel, Financial Reporting, Tax, US GAAP, MRI Software, Financial Analysis, Auditing, Financial Accounting, Time Management
Education
St. John's University 2007 — 2011
BA, Accounting & Finance
Legacy Professionals LLP September 2005 - Present
PremiumWear 2005 - 2005
Carlson Advisors, LLC 2004 - 2005
Legacy Professionals LLP September 2001 - October 2004
Skills
Auditing, Financial Statements, Tax Preparation, Accounting, Tax Returns, CPA, Quality Auditing, Fraud Detection, GAAP, Management, Internal Controls, QuickBooks, Mentoring Of Staff, Financial Analysis, Financial Accounting, Financial Reporting, Payroll, General Ledger, Compliance Audit
Education
St. Cloud State University 1998 — 2001
Accounting
St. Cloud Technical College 1998 — 2001
AAS, Accounting
Richfield High School 1993 — 1996
Choice Plastics Inc. February 2015 - Present
Wurth Adams 2012 - February 2015
THQ 2006 - 2012
HSBC Card Services 2003 - 2006
Metris Companies 1996 - 2003
IWCO Direct (United Mailing, Inc) 1994 - 1996
Carlson Advisors, LLC 1989 - 1994
Education
St. Cloud State University
BS Accounting
SALO, LLC (On site at Schwing America, Inc.) June 2015 - Present
SALO, LLC (On site at Lake Region Medical) April 2014 - May 2015
SALO, LLC (On site at Rational Energies) October 2013 - March 2014
SALO, LLC (On site at the Valspar Company) January 2014 - February 2014
SALO, LLC (On site at Prime Therapeutics) July 2013 - October 2013
Pentair January 2007 - February 2013
Smyth Companies January 1992 - December 2006
Carlson Advisors, LLC January 1988 - December 1991
Ernst & Young April 1983 - May 1987
Skills
CPA with proficiency in..., Strong user of..., Variance Analysis, Forecasting, Financial Reporting, Accounting, Finance, Process Improvement, Cross-functional Team..., Manufacturing, Financial Accounting, Strategic Financial..., Auditing, Budgets, Consolidation, Inventory Management, Six Sigma, Strategic Planning, Cash Management, Financial Audits, Leadership, Sarbanes-Oxley Act, SAP, Financial Forecasting, Analysis, Cost Accounting, Financial Statements, Internal Controls, Management, General Ledger, Cash Flow, CPA, Financial Analysis, Managerial Finance, Payroll, Financial Planning
Education
St. John's University 1974 — 1978
Bachelor of Arts (B.A.), Accounting and Finance
Suburban Imaging 2007 - Present
Carlson Advisors, LLC 2003 - 2006
Skills
Customer Service, HIPAA, Outlook, Epic Systems, Medical Terminology, PACS, Switchboard Operator, Receptionist Duties, Medical Records, Radiology, Healthcare, Event Planning, PowerPoint, Switchboard, Healthcare Information..., Microsoft Office, Appointment Scheduling, Microsoft Word, Records
Education
Anoka Hennepin 2012 — 2013
Medical Terminology
North Hennepin Community College 2007 — 2007
Photography
Anoka Technical College
Hotel / Restaurant Culinary I & II
Yayin Gadol, LLC January 2015 - Present
Conklin Company October 2013 - January 2015
Carlson Advisors, LLC November 2011 - October 2013
Carlson Advisors, LLC November 2009 - October 2011
Carlson-Advisors November 2007 - October 2009
GE Money Bank 2006 - April 2007
Skills
Auditing, Financial Analysis, Underwriting, Financial Reporting, Microsoft Excel, Accounting, Internal Controls, Business Valuation, Microsoft Word, Tax, Tax Preparation, Fixed Assets, Corporate Tax, Income Tax
Education
Concordia University-St. Paul 2002 — 2005
BBA, Finance
Carlson Advisors, LLC July 2011 - Present
G.A. Michael & Company December 2008 - July 2011
LexisNexis October 2007 - May 2008
Adele Brady Bolson CPA PS November 2005 - October 2007
Orrtax Software Solutions December 2003 - November 2005
Orrtax Software Solutions April 2000 - December 2003
Microsoft May 1999 - April 2000
Skills
Tax Preparation, Tax Compliance, Tax, Corporate Tax, Tax Planning, Estate Planning, Personal Finance, Financial Planners, Income Tax, Tax Accounting, Tax Law, CPA, Accounting, Tax Research, Tax Returns, Tax Advisory, Financial Analysis, Mergers & Acquisitions, Financial Statements, High Net Worth..., Small Business, Trusts, Accounts Payable, Financial Planning
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MS/MBA, Professional Accounting
Northeastern University School of Law 1991 — 1994
JD, Law
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC December 2013 - July 2015
Portico Benefit Services August 2013 - December 2013
Portico Benefit Services February 2012 - August 2013
COKeM International August 2010 - February 2012
Carlson Advisors, LLC January 2010 - April 2010
Skills
Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Accounting, Financial Analysis, Outlook, Internal Controls, Auditing, Forecasting, Accounts Receivable, Accounts Payable, Leadership, Microsoft Office
Education
College of Saint Benedict 2006 — 2010
Bachelors, Accounting
Saint John's University 2006 — 2010
Bachelors, Accounting
Carlson Advisors, LLC October 2003 - Present
Robert W. Baird & Co. June 1997 - September 2003
Prudential Securities June 1996 - June 1997
GE Capital August 1987 - June 1995
Skills
Estate Planning, Financial Analysis, Wealth Management, Retirement Planning, Financial Reporting, Investments, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Tax, Mutual Funds
Education
Columbia University 1992 — 1994
MBA, Business Administration
SMU 1983 — 1987
BBA - Finance, BA Economics, Finance, Economics
Carlson Advisors, LLC SupervisorWilkerson Associates2001 - 2008
Runbeck & Associates 1999 - 2001
Education
Florida International University - College of Business Administration 1996 — 1999
Masters Accounting, Accounting
Wipfli LLP December 2011 - Present
Wipfli LLP January 2010 - November 2011
RSM McGladrey, Inc January 2007 - December 2009
Carlson Advisors, LLC June 2004 - December 2006
Grant Thornton LLP December 2000 - June 2004
Skills
Accounting, S Corporations, Tax, Corporate Tax, Income Tax, Tax Compliance, Manufacturing, Tax Research
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBT, Taxation
University of Minnesota - Carlson School of Management 1997 — 2001
BS, Accounting
University of Minnesota - Carlson School of Management 1997 — 2001
Bachelor of Science, Accounting / Finance
Logan High 1993 — 1997
Power/mation April 2012 - Present
Bars Bakery October 2014 - April 2015
Carlson Advisors, LLC June 2006 - April 2012
Minnesota Vikings Football, LLC 1999 - April 2012
Cocoa & Fig Catering March 2011 - July 2011
Greenquist Family October 2003 - June 2004
Edina Realty 2001 - 2004
Skills
Marketing, Email Marketing, Marketing Communications, Social Media, Newsletters, Sales, Account Management, Trade Shows, Blogging, Event Planning, Customer Service, Social Media Marketing, Marketing Strategy, Online Marketing, Advertising, Market Research, Product Marketing, Editing, Leadership, Direct Marketing, Public Relations, Social Networking, Event Management, Digital Marketing, Time Management, Integrated Marketing, Lead Generation, Facebook, Baking, Organizational..., Copywriting, Website Updating, Budget Monitoring, Direct Mail
Education
Metropolitan State University 2006 — 2007
B.A.S, Marketing
Minneapolis Community and Technical College 2002 — 2005
A.A.S. Degree, General
Romer & Company, PC September 2002 - Present
Carlson Advisors, LLC January 2002 - August 2002
Lurie Besikof Lapidus & Company, LLP August 1999 - December 2000
Olsen Thielen and Co., Ltd. 1985 - 1987
Skills
Auditing, Financial Reporting, Tax, Accounting, Financial Accounting, Corporate Tax, Financial Statements, CPA, Tax Returns, Tax Preparation, GAAP, Income Tax, Tax Advisory, General Ledger, Financial Analysis, QuickBooks, Accountants, Small Business, Audits of not-for..., Income tax preparation..., Internal Controls, Managerial Finance, Aircrew Taxation
Education
St. Cloud State University 1980 — 1983
BS, Accounting
Hibbing Community College-A Technical and Community College 1978 — 1980
Associate's degree
Buhl High School 1974 — 1978
RGL Consulting August 2015 - Present
Southeastern Printing April 2013 - July 2015
Carlson Advisors, LLC May 2012 - April 2013
RGL Consulting October 2011 - April 2012
JKG Group March 2010 - October 2011
JKG Group April 2009 - March 2010
Southeastern Printing January 2006 - December 2008
Cenveo May 2003 - December 2005
Cenveo February 1997 - April 2003
ITT January 1975 - June 1985
Skills
ERP, Process Improvement, Forecasting, Internal Audit, Auditing, Budgets, Business Analysis, Business Process..., Financial Modeling, Financial Analysis, Accounting, Managerial Finance, Cost Accounting, Financial Reporting, Business Process, Finance, New Business Development, Strategic Financial...
Education
Université Bordeaux I 1970 — 1973
BS Accounting, Business Administration, Accounting & Business Administration
Carlson Advisors, LLC December 2012 - Present
Abdo Eick & Meyers, LLP January 2008 - December 2012
Hance Ace Hardware September 1999 - January 2008
Skills
Business Tax Planning, Income Tax, QuickBooks, Financial Analysis, Financial Accounting, Personal Tax Planning, Corporate Tax, Personal Income Tax..., Management Consulting, Accounting, Tax, Tax Returns, Auditing, GAAP, Payroll, Financial Statements, S Corporations, Variance Analysis, Tax Preparation, CPA, Sales Tax, Fixed Assets, Financial Reporting, Small Business, Tax Accounting, Tax Research, Payroll Taxes, General Ledger, Tax Law, Bookkeeping
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Masters of Business Taxation, MBT
University of Minnesota - Carlson School of Management 2005 — 2008
BA, Majors in Finance and Accounting
Normandale Community College 2004 — 2005
AA, Accounting
Carlson Advisors, LLC December 2003 - Present
Education
St. Cloud State University 1999 — 2003
Ameriprise Financial November 2009 - Present
Globe University September 2009 - December 2009
Ameriprise Financial December 2007 - October 2009
RBC Dain Rauscher November 2005 - June 2007
RBC Dain Rauscher September 2002 - November 2005
Boulay January 2001 - September 2002
Carlson Advisors, LLC August 1999 - January 2001
Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement
Education
Metropolitan State University 2004 — 2005
MBA, Masters of Business Administration
Lakeland College 1997 — 1999
Bachelors, Acccounting
John A. Knutson & Co., PLLP 2008 - Present
Carlson Advisors, LLC January 2006 - 2008
Olsen Thielen and Co., Ltd. 2000 - December 2005
Boeckermann Grafstrom & Mayer 1991 - 2000
Education
University of Minnesota - Carlson School of Management 1980 — 1983
Bachelor of Applied Science (BASc) - Accounting, Accounting
The University of South Dakota 1978 — 1980
Accounting
Hansaton Acoustics Inc. October 2009 - Present
JSM Partners LLC November 2007 - Present
Igel Properties LLC December 2004 - November 2007
Metro Dentalcare May 2003 - December 2004
Carlson Advisors, LLC 1998 - 2003
Education
The University of South Dakota 1991 — 1995
BS, Accounting
Wells Fargo August 2013 - Present
Ernst & Young September 2011 - August 2013
McGladrey & Pullen October 2007 - September 2011
Carlson Advisors, LLC July 2004 - October 2007
Wells Fargo Home Mortgage October 2001 - July 2004
Skills
Auditing, Assurance, CPA, SEC filings, Internal Audit, GAAP, US GAAP, Sarbanes-Oxley Act, SEC Filings
Education
University of Minnesota - Carlson School of Management 2002 — 2004
BSB, Accounting
The University of North Dakota 1996 — 2000
BS, Chemistry, Math Minor
Grady Accounting, LLC January 2013 - Present
Carlson Advisors, LLC January 2010 - November 2012
Logan's Hammer Building & Renovation February 2008 - November 2010
David S. Cutler, CPA, PC 2001 - 2006
Skills
Office Management, Administrative..., Outlook, QuickBooks, Office Administration, Customer Service, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Travel Arrangements, PowerPoint, Spreadsheets, Invoicing, Accounts Receivable, Event Planning, Process Scheduler, Payroll, Calendaring, Forecasting, Account Reconciliation, Bookkeeping, Bank Reconciliation, Accounting, General Ledger, Time Management, Payroll Taxes, Peachtree, Financial Statements, Tax Preparation, Tax Returns, Journal Entries, Fixed Assets, Sales Tax, Accruals
Education
Seattle Central Community College 2014 — 2017
Bachelor's degree, Accounting
Republic Services January 2006 - Present
General Mills July 2000 - December 2005
Carlson Advisors, LLC 1997 - 2000
Skills
Variance Analysis, Financial Reporting, Internal Controls, Forecasting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Essbase, Accounts Payable, Auditing, Financial Accounting, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1994 — 1997
BSB, Accounting
Urvig Consulting LLC November 2010 - Present
Carlson Advisors LLC January 2006 - March 2009
Deloitte September 1995 - January 1999
Arthur Andersen, LLP June 1990 - August 1992
Skills
Income Tax, Accounting, Corporate Tax, Tax Accounting, Tax, Tax Advisory, Financial Reporting, Tax Research, Tax Preparation, Tax Returns, Tax Law
Education
University of Minnesota Law School 1992 — 1994
JD, Law
The University of North Dakota 1987 — 1991
Bachelor of Accountancy, Accounting
Global Tax Network September 2009 - Present
Bolin Accounting & Tax Services, LLC May 2009 - April 2010
Carlson Advisors, LLC June 2007 - May 2009
Certes Financial Pros April 2006 - June 2007
Liberty Diversified International May 2004 - April 2006
Carlson Advisors, LLC November 1998 - May 2004
McGladrey June 1994 - October 1998
Skills
Tax Preparation, Income Tax, Financial Accounting, Accounting, Tax, Tax Returns
Education
University of Minnesota-Duluth 1990 — 1994
Accounting
Carlson Advisors, LLP November 1985 - Present
Carlson Advisors, LLC 1985 - Present
Skills
General Ledger, Tax, Accounting, Corporate Tax, Strategic Financial..., Financial Reporting, Tax Preparation, Financial Analysis, Income Tax, Tax Accounting, Financial Accounting, Auditing, Mergers & Acquisitions, CPA, Tax Returns, QuickBooks
Education
Augsburg College 1972 — 1976
BA, Accounting and Finance Majors
Carlson Advisors, LLC January 2010 - Present
BridgeFunds, LLC September 2005 - September 2009
Wells Fargo Home Mortgage May 2004 - September 2005
Robert Half International June 1993 - October 1998
Skills
Spreadsheets, QuickBooks, Outlook, Accounts Payable, Accounts Receivable, Accounting, Payroll, Microsoft Word, Microsoft Excel, General Ledger, Administrative..., PowerPoint, Journal Entries, Financial Reporting, Budgets
Education
Hennepin Technical College 1989 — 1991
Associates Degree, Commercial Art
Carlson Advisors LLC August 1995 - Present
Schechter Dokken Kanter 1987 - 1995
Charles Bailly 1983 - 1987
Charles Bailly 1983 - 1987
Education
Saint John's University 1977 — 1981
Bachelor of Arts; CPA, Accounting
Grace High School
Assistance in Recovery May 2015 - Present
Carlson Advisors, LLC September 2007 - May 2015
Paygroup LTD January 2000 - August 2007
Ramaley Printing April 1983 - January 2000
Skills
Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Word, QuickBooks, Financial Reporting, Accounting, Payroll, Customer Service
Education
Cardinal Stritch University 1992 — 1994
BS, Business Administration and Management, General
Summit A•R (Summit Account Resolution) - "We help the cash flow" ™ May 2012 - May 2014
Abdo Eick & Meyers, LLP January 2012 - April 2013
Minneapolis Employees Retirement Fund March 1996 - July 2002
The Lutz Company February 1995 - March 1996
Carlson Advisors, LLC November 1992 - February 1995
Skills
GAAP, Financial Reporting, General Ledger, Accounting, Internal Controls, Financial Accounting, Auditing, Financial Analysis, Fixed Assets, Tax Preparation, Financial Statements, Income Tax
Education
St. Cloud State University 1988 — 1992
Accounting, Accounting
Carlson Advisors, LLC April 2012 - Present
Carlson Advisors, LLC January 2012 - April 2012
Skills
Financial Accounting, Financial Statements, Auditing, S Corporations, Tax Research, Sales Tax, Microsoft Excel, QuickBooks, Account Reconciliation, Tax Accounting, Financial Reporting, Fixed Assets, ProSystem fx Tax, State Tax, US GAAP reporting, Journal Entries, Corporate Tax, Income Tax, US GAAP, Tax, CPA, GAAP, Consolidation, Financial Analysis
Education
Minnesota State University, Mankato 2007 — 2011
Bachelors of Science, Accounting, Corporate Finance
Deluxe Corporation March 2015 - Present
UnitedHealth Group July 2012 - March 2015
Carlson Advisors, LLC January 2010 - July 2012
Education
St. Cloud State University 2005 — 2009
Accounting