Frank, Rimerman + Co. LLP
Industry: Company
DescriptionFounded: 1949 Subsidiary: Frank, Rimerman Consulting LLC
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Frank, Rimerman + Co. LLP Employees
KPMG US September 2015 - Present
Frank, Rimerman + Co. LLP October 2014 - September 2015
Greenstein, Rogoff, Olsen & Co., LLP July 2013 - July 2014
Standard Chartered Bank July 2007 - November 2009
HSBC September 2006 - October 2006
Skills
Fundraising, Market Research, Public Relations, Business Strategy, Relationship Management, Research, Marketing Strategy, Marketing, Business Development, Marketing Communications, Team Management, Management, Program Management, Strategy, Business Planning, Accounting, CPA, Change Management, Business Analysis, Project Management, Organizational..., Human Resources, Banking, Microsoft Excel, Finance, Data Analysis, Leadership, Financial Analysis, Training, Management Consulting, QuickBooks, Bank Reconciliation, Tax Preparation, Analysis, Consulting, Financial Modeling, Budgets, Entrepreneurship, Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Risk Management, Business Valuation, Auditing, Financial Reporting, Strategic Financial..., Competitive Analysis
Education
Stanford University 2012 — 2014
Certificate Program, Creative Writing
Stanford University 2010 — 2011
Business courses, High Performance Management, Creativity and Leadership, Taxes
Indian Society for Training and Development 2008 — 2011
Diploma in Training and Development, Training and Development
S.P. Jain Institute of Management & Research 2005 — 2007
Master of Business Administration (MBA), Marketing
Shri Ram College of Commerce 2002 — 2005
B.Com(hons), Commerce
St. Xavier School - Delhi 1996 — 2002
High School, Sciences
CRPF 1989 — 1996
California Board of Accountancy
Certified Public Accountant, License number- 124714
KS&Co September 2015 - Present
Sempra Energy February 2013 - September 2015
Frank, Rimerman + Co. LLP September 2008 - February 2013
Robert Stilts, CPA January 2007 - August 2008
Skills
ProSystem fx Tax, RIA Checkpoint, PowerPoint, Microsoft Excel, CCH ProSystem fx, ProSystem fx Engagement, ProSystem fx Scan, QuickBooks, BNA Income Tax Planner, Quicken, Income Tax, FAS109, Corporate Tax, Consolidated Returns, Hyperion HFM, OneSource, ASC 740, Foreign Disclosure, SharePoint, SAP Financial, Staff Management, Lacerte, PowerPlant, Manage Client..., Staff Development, High Net Worth..., Nexus, Multi-state tax returns, ProSystem fx Practice..., S Corporations, Financial Reporting, NumberCruncher, Accounting, FIN 48, Tax Returns, Tax Research, Partnership Taxation, CPA, Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Accounting and Finance
Frank, Rimerman + Co. LLP September 2014 - Present
Omniverse Group Pty Ltd February 2014 - August 2014
Excelerate Accountants & Advisors August 2012 - February 2014
Balance Corporation Chartered Accountants June 2008 - May 2012
Skills
Financial Reporting, Budget Process, Financial Analysis, Auditing, Australian Taxation, Trusts, Tax, Management Accounting, Finance, Financial Planning, IFRS, Financial Statements, Accounting, US GAAP, Financial Accounting, GAAP, Revenue Recognition, Management, General Business Advice, Research & Development..., Business Analysis, Financial Modeling, Assurance, Analysis, USGAAP, Start-ups, Private Equity Funding, GST, VAT
Education
Institute of Chartered Accountants in Australia 2009 — 2013
Associate's degree, Accounting
Central Queensland University 2005 — 2008
Bachelor's of Accounting, Accounting and Finance
University of San Diego September 2015 - Present
Frank, Rimerman + Co. LLP June 2015 - Present
University of San Diego February 2014 - Present
AdRoll June 2014 - August 2014
University of San Diego March 2013 - May 2014
Surfline Wavetrak, Inc. October 2013 - January 2014
Colliers-International June 2013 - August 2013
Abercrombie & Fitch December 2011 - January 2013
Willow Glen Bicycles September 2008 - August 2010
Skills
Sales, Customer Service, Leadership, Microsoft Excel, Facebook, Teamwork, PowerPoint, Cold Calling, Salesforce.com, Jigsaw, Customer Satisfaction, Inventory Management, Patience, Microsoft Word, Lead Generation, Digital Marketing, Inventory Analysis, 10Q, 10K, Business Development, Project Management, Strategic Planning, Salesforce.com...
Education
University of San Diego 2012 — 2016
BACC, Accounting & Real Estate
St. Clare's, Oxford 2014 — 2014
BACC, Accounting & Real Estate
Bellarmine College Preparatory 2008 — 2012
High School Diploma
Moss Adams LLP November 2013 - July 2015
Frank, Rimerman + Co. LLP September 2012 - November 2013
Agape CPA Firm January 2010 - August 2012
PricewaterhouseCoopers July 2008 - July 2009
PricewaterhouseCoopers January 2008 - March 2008
Visa June 2006 - September 2006
Skills
Tax, Financial Reporting, Accounting, Internal Controls, Tax Preparation, International Tax, Financial Statements, Tax Returns, GoSystems, Account Reconciliation, Corporate Tax, Tax Accounting, US GAAP, CPA, Financial Accounting, Sales Tax, Payroll, QuickBooks, Tax Research, Income Tax, Partnership Taxation, ProSystem fx Tax, Bookkeeping, SEC filings, High Net Worth...
Education
California Polytechnic State University-San Luis Obispo 2007 — 2008
MS - Tax, Accounting - Taxation
University of California, Los Angeles 2003 — 2007
BA, Economics and Accounting
Henry M. Gunn High School 2000 — 2003
High School Diploma
California Society of CPAs/CalCPA Education Foundation January 2014 - December 2014
Frank, Rimerman + Co. LLP June 2014 - August 2014
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Financial Accounting, QuickBooks, Financial Reporting, Teamwork, Auditing, Bookkeeping, Tax, Customer Service, Accounts Payable, Time Management, Income Tax
Education
Menlo College 2012 — 2014
Bachelor of Science in Business, Accounting and Marketing
De Anza College 2010 — 2012
Associate of Arts in Liberal Studies
Xtime January 2015 - Present
Annie's Inc. (acquired by General Mills) June 2013 - January 2015
Frank, Rimerman + Co. LLP February 2012 - June 2013
Cisco September 2010 - June 2011
Phoenix Technologies June 2010 - September 2010
MDS / Molecular Devices June 2006 - June 2009
Deloitte & Touche April 2004 - June 2006
Skills
Sarbanes-Oxley Act, Accounting, Finance, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit, Process Improvement, Project Management, External Audit, Analysis, GAAP, Auditing, Cross-functional Team..., Revenue Recognition, Software Documentation
Education
Thunderbird School of Global Management 2002 — 2003
M.B.A.
Arizona State University 1999 — 2001
Frank, Rimerman + Co. LLP June 2014 - August 2014
Aikido Kenkyukai Santa Barbara March 2013 - June 2013
UCSB - Housing and Residential Services January 2011 - June 2011
Skills
QuickBooks, Bookkeeping, Accounting
Education
UCSB 2011 — 2015
Economics/Accounting
Lund University 2013 — 2013
Casa Grande High School 2007 — 2011
Frank, Rimerman + Co. LLP June 2013 - September 2013
Fantasy Hip Hop June 2011 - September 2011
Three Bridge Wealth Advisors, LLC June 2011 - September 2011
Xpert Financial June 2010 - September 2010
Skills
Marketing, Management, Leadership, Customer Service, CRM, Accounting, PowerPoint, Microsoft Excel, Market Research, Social Networking, Access, Time Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
B.S. in Business Administration
Frank, Rimerman + Co. LLP October 2014 - Present
Chambers & Chambers Wine Merchants September 2012 - December 2012
Chambers and Chambers Wine Merchants June 2011 - September 2012
General Construction June 2005 - June 2011
Skills
Microsoft Excel, Customer Service, Outlook, Financial Reporting, Financial Analysis, Forecasting, Accounting, Sales, Auditing, Leadership, Management, Business Strategy, PeopleSoft, Financial Modeling, Marketing
Education
Gonzaga University 2006 — 2010
Business Administration, Accounting
Golden Gate University 2012 — 2013
San Francisco State University 2013 — 2013
Frank, Rimerman + Co. LLP October 2014 - Present
Yogurtland May 2013 - March 2014
Kmart Corporation August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Facebook, Time Management, Teamwork, Cashiering, Inventory Management, Retail, Leadership, Data Entry, Accounting, Economics
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics & Accounting
Freie Universität Berlin 2012 — 2013
Frank, Rimerman + Co. LLP January 2014 - Present
NatureBox July 2013 - January 2014
Guardian Analytics August 2012 - July 2013
Accept Software Corporation (acquired by Artemis International Solutions Corporation) March 2011 - September 2012
Frank, Rimerman + Co. LLP September 2006 - March 2011
Baker Tilly September 2010 - December 2010
Skills
Revenue Recognition, Financial Reporting, GAAP, Internal Controls, Auditing, US GAAP, Accounting, Financial Accounting, CPA, Financial Analysis, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Administration, Public Accounting Concentration
Frank, Rimerman + Co. LLP October 2014 - Present
San Diego Chargers Football Co. June 2013 - June 2014
Del Mar Golf Center January 2013 - June 2013
Garden Passages June 2012 - March 2013
Pacific Sunwear June 2007 - January 2011
Sylvan Learning Centers August 2007 - March 2008
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Time Management, Facebook, Data Entry, Social Networking, Public Speaking
Education
San Diego State University-California State University 2012 — 2014
Master's degree, Accounting
University of California, Santa Cruz 2008 — 2012
Bachelor's degree, Business Management Economics, Emphasis in Accounting
Frank, Rimerman + Co. LLP September 2013 - Present
Frank, Rimerman + Co. LLP September 2011 - August 2013
Frank, Rimerman + Co. LLP June 2010 - August 2010
Education
University of San Diego 2007 — 2011
Accounting, Tax, Cum Laude
Golden Gate University
Master’s Degree, Taxation
Student Accounting Society May 2013 - Present
Frank, Rimerman + Co. LLP June 2013 - August 2013
Student Accounting Society December 2012 - May 2013
Student Accounting Society September 2012 - December 2012
Pizza My Heart June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, QuickBooks, Teamwork, Bookkeeping, Outlook, Windows, Tax Accounting, Accounts Payable, Accounts Receivable
Education
San Diego State University-California State University 2011 — 2014
San Diego Miramar College 2010 — 2012
DICK'S Sporting Goods August 2013 - Present
InterLAB January 2014 - May 2014
Frank, Rimerman + Co. LLP July 2014 - 2014
Vector Marketing November 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Leadership, Teamwork, Time Management, Sales, Accounting
Education
University of Arizona 2013 — 2015
Bachelor's Degree, Accounting
Jamestown Community College 2011 — 2012
Associate's Degree, Business Administration and Management, General
PresenceLearning December 2014 - Present
Drawbridge Inc. May 2012 - December 2014
San Jose Museum of Art September 2011 - May 2012
Criteo February 2011 - August 2011
Torrey Point Group October 2010 - January 2011
Frank, Rimerman + Co. LLP January 2010 - October 2010
So-Lite Corporation January 2004 - December 2009
Guidance Tutoring Center May 2008 - May 2009
Frank, Rimerman + Co. LLP June 2008 - August 2008
Skills
QuickBooks, PowerPoint, Peachtree, Quicken, SharePoint, Excel, Sage, Cegid, 10 Key, Outlook, Word, Visio, Microsoft Excel, Microsoft Word, Payroll, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Financial Analysis, Finance, Cash Flow, Tax, Auditing, Budgets, Analysis, Management, Account Reconciliation, Forecasting, Financial Statements, Journal Entries, Fixed Assets, Accruals
Education
Santa Clara University - Leavey School of Business 2007 — 2009
BSC, Accounting
De Anza College 2004 — 2007
Accounting
Frank, Rimerman + Co. LLP October 2014 - Present
Skills
Microsoft Office, Leadership, Microsoft Excel, Teamwork, Customer Service, Microsoft Word, PowerPoint, Management
Education
UCSB 2012 — 2014
Bachelor's Degree, Economics and Accounting
De Anza College 2009 — 2012
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Frank, Rimerman + Co. LLP October 2014 - Present
Life Care Centers of America April 2012 - August 2013
Classique Cleaners September 2006 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Reporting, Data Entry, Accounting, Teamwork, Access, Lawson General Ledger, ImageNow, ProSystem fx Tax, ProSystem fx Engagement
Education
Lee University 2009 — 2014
Bachelor’s Degree, Accounting and Business Administration with Finance Emphasis, Summa Cum Laude
Hi-Five Sports Clubs February 2013 - Present
Frank, Rimerman + Co. LLP June 2014 - August 2014
Meissner Sewing Company July 2012 - August 2012
Skills
Teamwork, Highly Dedicated, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Sports, Data Entry, Social Networking, Social Media, Leadership, Social Media Marketing, Nonprofits, Coaching
Education
Menlo College 2011 — 2015
Bachelor's degree, Accounting
Bon Appétit Management Company/Kirkland & Ellis LLP April 2015 - Present
Errands and Events 1997-Current and PartyStaff 2012-Current. April 2010 - Present
Dean R. Westly, Attorney at Law June 2003 - April 2010
Frank, Rimerman + Co. LLP March 1997 - April 2003
Skills
Microsoft Word, Microsoft Excel, Outlook, Timeslips, QuickBooks, Customer Satisfaction, Human Resources, Accounting, Sales Operations, Estate Planning, Hospitality Management, Program Management, Order Management, Account Management, Team Leadership, Building Relationships, Payroll, Employee Relations, Time Management, Microsoft Office, Budgets, Resume Writing, Training, Event Planning, Office Administration, System Administration, Customer Service, Accounts Payable
Education
De Anza College
Seyfarth Shaw LLP April 2014 - Present
Shea Labagh Dobberstein October 2011 - April 2014
Frank, Rimerman + Co. LLP September 2007 - October 2011
PricewaterhouseCoopers July 2006 - September 2006
Skills
Marketing, Marketing Strategy, Social Media, Event Planning, Business Development, Leadership, CRM, Social Media Marketing, Marketing Communications, Microsoft Excel, PowerPoint, Sales, Photoshop, Microsoft Office, Recruiting, Electronic Media, Social Networking, Strategic Planning, Outlook, Public Relations, Event Management, Microsoft Word
Education
Golden Gate University 2013 — 2015
MBA, Marketing
University of California, Santa Cruz 2003 — 2007
B.A., Business Management Economics
Frank, Rimerman + Co. LLP June 2013 - Present
Oregon State University April 2012 - Present
Skills
Social Networking, Microsoft Office, Data Analysis, Time Management, Matlab, Statistics, Research
Education
Oregon State University 2010 — 2014
Frank, Rimerman + Co. LLP January 2015 - Present
Frank, Rimerman + Co. LLP June 2014 - August 2014
BeachFleischman PC January 2014 - April 2014
BeachFleischman PC January 2013 - December 2013
Northern Arizona University September 2011 - July 2012
Skills
Accounting, ProSystem fx Tax, ProSystem fx Engagement, Tax Preparation, QuickBooks, Microsoft Excel, Time Management, Financial Accounting, Teamwork, General Ledger, PowerPoint, Microsoft Office, Microsoft Word, Tax, Leadership, Financial Audits
Education
University of Arizona, Eller College of Management 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Northern Arizona University 2010 — 2012
Accounting
CrossFit Moxie May 2008 - Present
De Anza Cupertino Aquatics April 2007 - February 2015
San Jose State University September 2006 - September 2011
Frank, Rimerman + Co. LLP June 2005 - September 2007
Skills
Fitness, Personal Training, Microsoft Office, Nutrition, Strength Training, Public Speaking, Coaching, Fitness Training, PowerPoint, Microsoft Excel, Time Management, Management, Sports, Microsoft Word, Event Management, Sales, Event Planning
Education
Cal Poly San Luis Obispo 2001 — 2006
Business Administration, Entrepreneurial Management, Public Accounting, Enterprise Accounting
Colleen Clary, CPA September 1991 - Present
Frank, Rimerman + Co. LLP January 1988 - September 1991
Deloitte, Haskins & Sells January 1986 - January 1988
Skills
Financial Reporting, Auditing, Tax, Accounting, Financial Accounting, Financial Analysis, Internal Controls, QuickBooks, Income Tax, Tax Preparation, Management
Education
San Jose State University 1984 — 1986
Bachelor of Science (BS), Business Administration with Emphasis in Accounting
De Anza College 1983 — 1984
University of California, Davis 1982 — 1983
Abacas November 2008 - Present
Mission Hub LLC (MissionHUB) April 2015 - July 2015
Legit Organics, LLC April 2014 - July 2014
Delivery Agent-CV Partners October 2012 - November 2012
Nau February 2007 - February 2008
Chockstone September 2005 - March 2007
AdSpace August 2002 - February 2003
ePlanning April 2000 - May 2001
Esprit September 1998 - February 2000
Frank, Rimerman + Co. LLP September 1996 - September 1998
Skills
Accounting, Financial Reporting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Internal Controls, Microsoft Word, PowerPoint, Budgets, QuickBooks, Customer Service, Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Income Tax, Bookkeeping, Payroll, Revenue Recognition, Finance, Financial Statements, Variance Analysis, Invoicing, Internal Audit, Accruals, Journal Entries, Cash Management, Bank Reconciliation, Financial Audits, Forecasting
Education
California Polytechnic State University-San Luis Obispo 1993 — 1996
Bachelor's degree, Business Administration
Frank, Rimerman + Co. LLP Beach Crew AttendantLa Jolla Beach & Tennis Club, Inc.August 2014 - Present
The Daily Aztec October 2013 - Present
Frank, Rimerman + Co. LLP June 2014 - August 2014
La Jolla Beach & Tennis Club, Inc. May 2013 - October 2013
DICK'S Sporting Goods October 2011 - September 2012
Skills
Accounting, Finance, Information Systems, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Social Skills, Teamwork, Leadership, Financial Statement...
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Science (BS), Accounting
Valencia High School 2006 — 2010
Seiler LLP 2003 - Present
Frank, Rimerman + Co. LLP 1999 - 2003
Skills
Start-ups, Private Foundations, Revenue Recognition, GAAP, Internal Controls, Accounting, CPA, US GAAP, Auditing, Financial Reporting, Real Estate, Non-profits, Nonprofit tax compliance, Nonprofits, Tax Preparation, Financial Statements, Financial Analysis
Education
California State University-Chico 1987 — 1991
BS, Accounting
Frank, Rimerman + Co. LLP October 2014 - Present
Rafter, Inc. formerly Bookrenter.com June 2012 - December 2013
San Mateo County May 2008 - August 2011
San Mateo County Crime Lab May 2008 - August 2008
Skills
Adaptive Planning, Tableau Software, NetSuite, Microsoft Excel, Tableau, Data Analysis, Plannning, Business Strategy, Financial Analysis, Accounting, Finance, Microsoft Office
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Frank, Rimerman + Co. LLP October 2014 - Present
NMI Retirement Fund February 2013 - November 2013
NMI Retirement Fund October 2009 - February 2013
Hilton Waikiki Prince Kuhio Hotel September 2007 - June 2009
Shea & Co. CPA's Inc. September 2006 - April 2007
Northern Marianas College September 2001 - May 2004
Skills
Auditing, Payroll, Accounts Receivable, Budgets, Internal Controls, Accounting, Internal Audit, Management, Policy, Journal Entries, Administration, Financial Statements, Bank Reconciliation, Team Building, Employee Benefits
Education
Chaminade University of Honolulu 2007 — 2008
Master of Business Administration (MBA), Accounting, 3.9
Chaminade University of Honolulu 2004 — 2007
Bachelor of Business Administration (BBA), Accounting, 3.9
Northern Marianas College 2001 — 2004
Associate of Arts and Sciences (AAS), Accounting, 4.0
Geller & Company January 2015 - Present
Frank, Rimerman + Co. LLP December 2010 - January 2015
Skills
Tax Research, ProSystem fx Tax, Partnership Taxation, Corporate Tax, GAAP, US GAAP, Tax Accounting, Tax, Income Tax, Tax Preparation
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master's degree, Taxation, 3.7
Baruch College 2005 — 2009
BBA, Accounting, 3.3
Frank, Rimerman + Co. LLP October 2014 - Present
Clos LaChance Wines February 2012 - October 2014
David Bruce Winery August 2010 - February 2012
Apple Retail May 2007 - August 2010
Skills
OS X, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Access, Microsoft Word, Data Analysis, FileMaker, Public Speaking, Analysis, SQL, Keynote, Project Management, Financial Analysis, Accounting, Revenue Recognition, QuickBooks, Forecasting, Auditing, Invoicing, Wine, CRM, Financial Reporting, Accounts Payable, General Ledger, Research
Education
Foothill College 2013 — 2014
Accounting
California Polytechnic State University-San Luis Obispo 2006 — 2010
Business Administration, Management Information Systems
Hip Hop for Change February 2014 - Present
Frank, Rimerman + Co. LLP January 2015 - March 2015
DAC Associates August 2010 - August 2014
Centaur Financial Services June 2010 - August 2014
NovaBay Pharmaceuticals December 2012 - May 2014
Eye Institute of Marin June 2011 - December 2011
Bita's Bookkeeping & Financial Services August 2008 - August 2010
CP Lab Safety May 2009 - September 2009
Skills
Accounting, Bookkeeping, QuickBooks, Bank Reconciliation, Revenue Recognition, Journal Entries, Payroll, General Ledger, Tax Preparation, Non-profit Boards, Data Entry, Account Reconciliation, Financial Reporting, Tax, Microsoft Excel
Education
Golden Gate University 2014 — 2015
Master's degree, Accountancy
UC Berkeley 2012 — 2014
Bachelor of Arts (B.A.), Legal Studies
College of Marin
Associate's degree, Business, Dance
Frank, Rimerman + Co. LLP August 2014 - Present
MacAleavey Coaching and Consulting 2014 - August 2014
Gratitude Bucket July 2013 - May 2014
Great Place to Work Institute May 2012 - July 2012
Claremont Graduate University September 2012 - 2012
Think-Now Inc April 2011 - August 2011
UCSF Osher Center of Integrative Medicine September 2009 - March 2011
UCSF Langley Porter Psychiatric Institute March 2010 - January 2011
Stanford University May 2010 - June 2010
The Positive Psychology Association January 2009 - December 2009
Skills
Organizational..., Training, Leadership Development, Executive Coaching, Public Speaking, Positive Psychology, Emotional Intelligence, Team Building, Coaching, Leadership, SPSS, Recruiting, Self Management, Survey Methodology, Project Management, Organizational Culture, Organizational..., ANOVA, Categorical Data..., Management, Methodology, Evaluation, Employee Engagement, Human Resources, Talent Developer, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Employee Relations, Personal Development, Personnel Management, Program Development, Program Evaluation, Psychology, Research, Organizational Behavior, Organizational...
Education
Claremont Graduate University 2011 — 2013
Master of Arts (M.A.), Positive Organizational Psychology and Evaluation
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Psychology, Applied Psychology
The University of Edinburgh 2007 — 2008
Psychology
Marin Academy 2001 — 2005
Frank, Rimerman + Co. LLP August 2015 - Present
Frank, Rimerman + Co. LLP September 2012 - Present
Frank, Rimerman + Co. LLP September 2007 - September 2012
Skills
Tax Research, Partnership Taxation, Tax, Tax Preparation, Tax Accounting, ProSystem fx Tax, Income Tax, CPA, Corporate Tax, Accounting, CCH ProSystem fx, S Corporations, High Net Worth..., Multi-state tax returns, Tax Returns
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelor's Degree
Bellarmine College Preparatory 1999 — 2003
Altum Partners, LLP December 2010 - Present
Frank, Rimerman + Co. LLP July 2000 - January 2011
RINA Accountancy Corporation September 1994 - July 2000
Skills
Tax Research, Tax, Corporate Tax, Income Tax, Tax Accounting, Small Business, Tax Preparation, Partnership Taxation, Strategy, High Net Worth..., ProSystem fx Tax, Tax Returns, Venture Capital, Accounting, Tax Advisory, CCH ProSystem fx, Tax Law, QuickBooks, CPA, International Tax, Financial Analysis, Sales Tax, S Corporations
Education
Golden Gate University 1994 — 1998
MS Taxation, Taxation
California State University-East Bay 1990 — 1994
BS, Accounting
Frank, Rimerman + Co. LLP November 2013 - Present
Financial Foundations, Inc June 2012 - August 2012
Square 1 Bank May 2011 - August 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Crystal Ball, ThomsonOne
Education
Bentley University 2009 — 2013
BS, Corporate Finance & Accounting
Frank, Rimerman + Co. LLP October 2014 - Present
Sencha April 2014 - October 2014
Menlo College August 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Budgets, Time Management, Accounting, Leadership, Accounts Payable
Education
Menlo College 2012 — 2014
Bachelor's degree-May 2014, Accounting
Sierra College 2009 — 2012
The Dailey Method November 2014 - Present
Frank, Rimerman + Co. LLP February 2014 - Present
Swim South Bay May 2011 - February 2014
VivaDressUp October 2013 - November 2013
Graffiti Beach June 2012 - May 2013
Wenner Media 2013 - 2013
Gucci VIP Relations August 2012 - December 2012
SWOOP Magazine June 2011 - June 2012
Mute Magazine February 2012 - April 2012
American Top 40 Radio January 2011 - May 2011
Skills
Microsoft Word, Writing, Proposal Writing, Report Writing, News Writing, Social Media, WordPress, PowerPoint, Investigative Reporting, Fashion Writing, HTML, Styling, Microsoft Excel
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
Master’s Degree, Communication and Media Studies
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), English
Foundation for International Education: London 2012 — 2012
Frank, Rimerman + CO. LLP September 2008 - Present
EventPro Strategies September 2005 - September 2008
Empire Broadcasting November 1999 - February 2005
University of Phoenix October 2003 - 2005
Skills
PowerPoint, Event Planning, Customer Service, Management, Marketing, Outlook, Employee Training, Human Resources, Training, Performance Management, Time Management, Leadership Development, Leadership
Education
Arizona State University
Bachelor of Interdisciplinary Studies, Organizational Studies
De Anza College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
International Rivers November 2013 - Present
Environmental Defense Fund August 2012 - November 2013
Frank, Rimerman + Co. LLP December 2010 - August 2012
Frank, Rimerman + Co. LLP September 2008 - December 2010
Skills
Income Tax, Accounting, High Net Worth..., QuickBooks, Tax, US GAAP, GAAP, Financial Reporting, Financial Accounting, Database Administration, Office Management, Office Administration, SharePoint
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science in Business Administration, Dual Concentration in Accounting and International Management, Minor in Spanish
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2007 — 2007
Business, Spanish
Kashia Band of Pomo Indians of Stewarts Point Rancheria January 2014 - Present
Big Valley Rancheria _ Konocti Vista Casino 2011 - 2013
Graham's Accounting and Bookkeeping Service 1998 - 2012
Joy Engineering August 2008 - August 2009
Scotts Valley Band of Pomo Indians January 2003 - August 2008
Frank, Rimerman + Co. LLP 2000 - 2002
KPMG US 1998 - 1999
Skills
Fund Accounting, Government Accounting, Tribal Government, Construction Accounting, Tax Accounting, Internal Audit, Financial Audits
Education
California State University-Hayward 1995 — 1998
Bachelor of Business Administration (BS), Accounting and Finance
Jazz Pharmaceuticals May 2012 - Present
Frank, Rimerman + Co. LLP June 2000 - May 2012
ILOG, Inc March 2005 - February 2010
Cover, Buelow & Co. August 1997 - June 2000
Pietra Buelow, CPA 1990 - 1996
KPMG 1986 - 1989
Skills
Business Process..., Accounting, Internal Controls, Auditing, Enterprise Risk..., Sarbanes-Oxley, SOX 404 Professional, Project Management, Risk Management, Forecasting, CPA, Sarbanes-Oxley Act, Start-ups, Leadership, Internal Audit, Management, Financial Reporting, Budgets, Tax, Mergers & Acquisitions, Finance, SEC filings, Due Diligence, US GAAP, GAAP, Financial Analysis, Revenue Recognition, Financial Modeling
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting
Frank, Rimerman + Co. LLP October 2013 - Present
University of San Diego August 2011 - May 2013
Alpha Kappa Psi - Iota Tau Chapter April 2012 - April 2013
Douglas O. Haigh, Jr. CPA January 2011 - April 2012
State Street June 2009 - August 2009
State Street July 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Photoshop, Microsoft Word, PowerPoint, Access, Accounting, Outlook, QuickBooks, PeopleSoft, Database Administration, Internet Software, Public Speaking, Networking, Leadership, Teamwork, Social Media, Time Management, Customer Service
Education
University of San Diego 2009 — 2013
Bachelor of Accountancy, Accounting and Finance
Boston Latin School 2003 — 2009
High School Diploma
Ernst & Young 2013 - Present
Frank, Rimerman + Co. LLP 2011 - 2013
Burr Pilger Mayer 2011 - 2011
Frank, Rimerman + Co. LLP 2010 - 2010
Sunrun 2010 - 2010
Cisco Systems 2010 - 2010
Scottrade 2009 - 2010
De Anza College and Tutoring Club 2009 - 2009
Le Boulanger 2008 - 2008
NASA Ames Research Center 2007 - 2007
Skills
Auditing, PowerPoint, QuickBooks, SharePoint, US GAAP, Revenue Recognition, Microsoft Word, ProSystem fx Tax, Assurance, Writing, Teaching, Office 2010, SOX Compliancy, Web Design, Finance, Financial Modeling, Great Plains Software, Performing Arts, Mentoring, Employee Training, Microsoft Excel, Academic Tutoring, HTML Coding, Adobe Dreamweaver, Adobe Flash Professional, PDF Flyer, Financial Accounting, Foreign Corrupt..., GAAP, Sarbanes-Oxley Act, Financial Statements, Accounting, Financial Reporting, Financial Analysis, Internal Controls
Education
San Jose State University 2009 — 2011
Bachelor of Science Honors, Business Administration: Accounting
De Anza College 2008 — 2009
Associate of Arts, Business: Computer Information Systems
Wellesley College 2007 — 2008
Physics, Chemistry
Henry M. Gunn High School 2003 — 2007
Wells Fargo Bank June 2004 - Present
Merrill Lynch 2000 - 2004
Frank, Rimerman + Co. LLP August 2001 - June 2002
Merrill Lynch February 2000 - August 2001
Yeske Buie 1998 - 2000
Strategic Capital Management 1996 - 1998
Skills
Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Wealth Management..., Estate Planning, Investments, High Net Worth..., Wealth, Investment Management, Financial Services, Financial Planners
Education
Golden Gate University 1999 — 2001
MS, Taxation
Valparaiso University 1992 — 1996
BS, Finance
ARES Corporation November 2013 - Present
Frank, Rimerman & Co. September 2008 - October 2013
Frank, Rimerman + Co. LLP September 2006 - August 2008
Hanson Bridgett 2006 - 2006
Frank, Rimerman + Co. LLP July 2005 - August 2005
Creative Paints & Hardware September 1999 - September 2003
Skills
Revenue Recognition, GAAP, Accounting, Non-profits, ProSystem fx Tax, US GAAP, Income Tax, QuickBooks, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Analysis, General Ledger, Fixed Assets
Education
University of California, Santa Cruz 2002 — 2006
BS, Business Management Economics (Emphasis in Accounting)
Kyoto University 2004 — 2004
Japanese Landscape Archetecture and Design
George Washington High School
George Washington High School
LMU Student Financial Services September 2013 - Present
Frank, Rimerman + Co. LLP June 2015 - August 2015
AAA Arizona June 2013 - August 2013
The Coffee Bean & Tea Leaf May 2011 - August 2013
Sodexo January 2013 - May 2013
Skills
PowerPoint, Time Management, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Outlook, Budgets, Inventory Management, Social Networking, Public Speaking, Accounting
Education
Loyola Marymount University 2012 — 2016
Accounting and Finance
Gonzaga in Florence
Frank, Rimerman + Co. LLP August 2013 - Present
Sony Corporation of America June 2011 - August 2013
Volunteer Income Tax Assistance (VITA) January 2011 - April 2012
Beta Alpha Psi Honors Fraternity, Baruch Chapter August 2010 - May 2011
Y & Y Royal Insurance Agency, Inc September 2008 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Adobe Acrobat, Corptax Software, RIA Checkpoint, e-Form RS, FAS 500, Hyperion Retrieve, TaxWise, EasyApps Pro, ACCORD Forms, PowerPoint, Outlook, QuickBooks, Tax, Accounting, Finance, Financial Accounting, Auditing
Education
Baruch College 2012 — 2013
Master of Science (MS), Taxation
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Business Law, Law and Policy
The Bronx High School of Science 2004 — 2008
New York State Honors Regents Diploma
Frank, Rimerman + Co. LLP September 2012 - Present
Continental Management LLC January 2012 - September 2012
Farmers Insurance Group of Companies January 2009 - June 2011
Skills
QuickBooks, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Non-profits, Outlook, Social Media, Customer Service, Research, Photoshop, Financial Analysis, Financial Reporting
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2011
Bachelor of Science (BS), Accounting, English
Northern Arizona University, College of Business Administration 2006 — 2008
Accounting
Frank, Rimerman + Co. LLP August 2011 - Present
One Team Technologies October 2009 - April 2011
Education
Mills College
MFA, English--Writing
Santa Clara University
BS, Psychology
Frank, Rimerman + Co. LLP January 2015 - Present
Netsuite July 2006 - January 2015
Bluewolf June 1995 - July 1996
Skills
SaaS, ERP, Professional Services, Process Consulting, Cloud Computing, Enterprise Software, NetSuite, Business Process, CRM, Software Implementation, Pre-sales
Education
Santa Clara University - Leavey School of Business 1997 — 2000
MBA, Business
Institute of Economics and Finances 1987 — 1992
Bachelor, Economics
inDinero August 2015 - Present
Frank, Rimerman + Co. LLP January 2010 - July 2015
Hirons Drug Store February 2002 - December 2009
Dustbuters Plus, LLC April 2006 - September 2008
Skills
GAAP, Tax, Corporate Tax, Tax Preparation, Tax Research, CPA, US GAAP, Tax Accounting, Auditing
Education
Golden Gate University 2010 — 2010
University of Oregon 2004 — 2009
Bachelors of Science, Accounting, economics minor
R.B. and Associates/La Poll Realtors April 2002 - Present
MERDOM LLC/Encore Entertainment Promotions, Inc. 1985 - Present
ENCORE ENTERTAINMENT PROMOTIONS, INC April 1992 - September 2009
Frank, Rimerman + Co. LLP April 1997 - April 2002
HOME SAVINGS OF AMERICA July 1995 - February 1997
BANK OF THE WEST May 1989 - April 1991
Skills
Payroll, Real Estate, Accounts Receivable, Microsoft Excel, Tax Preparation, QuickBooks, Outlook, PowerPoint, Accounts Payable, Microsoft Office, Accounting, Budgets, Event Planning, Sales, Management, Social Media, Customer Service, Marketing, Leadership, Fundraising
Education
Foothill College 1987 — 1989
Business, Administration Studies
University of Louisiana at Lafayette 1985 — 1986
Accounting
Google March 2013 - Present
Google March 2012 - March 2013
Frank, Rimerman + Co. LLP September 2008 - March 2012
Mervyns June 2007 - August 2007
Disneyland Resort June 2004 - May 2006
Skills
Sales, Recruiting, Accounting, Process Improvement, Revenue Recognition, Microsoft Excel, Leadership, Auditing, Internal Controls, Customer Service, Project Planning, Sourcing, Management, Marketing
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Science, Business Administration - Accounting & Marketing
University of California, Davis 2003 — 2005
Managerial Economics
Frank, Rimerman + Co. LLP February 2007 - Present
Pitcher Partners 2001 - 2006
Warren Accounting Services 2000 - 2001
ExxonMobil 1999 - 2000
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Statements, US GAAP, Tax, Cash Flow, Revenue Recognition, Mergers, SSAE 16, Due Diligence, Auditing, GAAP, Consolidation, CPA, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, SEC filings, Mergers & Acquisitions, Assurance, Tax Accounting, Internal Audit, Financial Analysis, Management, Finance, Financial Modeling, Income Tax, QuickBooks, SEC Filings
Education
Deakin University 2001 — 2003
Graduate Diploma, Chartered Accounting
Monash University 1997 — 2001
Bachelor, Business (Accounting)
Monash University 1997 — 2001
Bachelor, Cumputing (Information Systems)
Frank, Rimerman + Co. LLP August 2014 - Present
Frank, Rimerman + Co. LLP October 2013 - Present
Frank, Rimerman + Co. LLP December 2002 - Present
On Command 1996 - July 2001
Focus 1995 - 1996
R.B Weber and Company 1994 - 1996
Systems Control Technology 1984 - 1992
Skills
Conflict Resolution, Corporate Culture, People Management, People Skills, Management, Recruiting, Change Management, Human Resources, Financial Reporting, Internal Controls, Management Consulting, Leadership Development, Payroll, Accounting, College Recruiting, Finance, Mergers & Acquisitions, Performance Management, Business Process..., Employee Relations, Financial Analysis, Employee Training, Talent Acquisition, Leadership
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA
University of California, Berkeley 1980 — 1984
B.S.
Menlo School
THRIVE Financial Planning September 2014 - Present
Pennington Financial Group 2007 - September 2014
Draper Financial Services 2004 - 2007
Frank, Rimerman Advisors 2001 - 2004
Frank, Rimerman + Co. LLP 2000 - 2002
Ernst & Young 1998 - 2000
Skills
Financial Management, Organization, Efficiency Improvement, Financial Planning, Tax Preparation, Asset Management, Wealth Management, Finance, Investments, Management, Tax, Financial Advisory, Accounting, Financial Analysis, Portfolio Management, Financial Services, Strategic Planning
Education
Brigham Young University 1990 — 1997
MAcc
Brigham Young University 1990 — 1997
BS
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
Habitat for Humanity Greater San Francisco February 2014 - Present
Frank, Rimerman + Co. LLP January 2010 - November 2013
Skills
ProSystem fx Tax, Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Tax Research, Tax, Tax Preparation, GAAP, Accounting, CPA
Education
Cal Poly San Luis Obispo 2005 — 2009
BS Business Administration, Accounting
Instart Logic March 2015 - Present
Coraid, Inc. September 2011 - February 2015
Frank, Rimerman + Co. LLP September 2008 - August 2011
Skills
Income Tax, Accounting, Financial Reporting, Financial Accounting, ProSystem fx Tax, Auditing, Tax Accounting, Bookkeeping, Journal Entries, Tax Preparation, General Ledger, Tax Returns, Tax Research, GAAP, US GAAP
Education
Cal Poly San Luis Obispo
Accounting and Finance
Karuna Advisors LLC May 2011 - Present
WTAS May 2007 - May 2011
Bisharat Personal CFO services 2001 - 2010
Frank, Rimerman + Co. LLP February 2005 - April 2007
Skills
Venture Capital, Tax, Business Valuation, Estate Planning, Accounting, CPA, Finance, Start-ups, Private Equity, Corporate Tax
Education
California State University-Chico 1976 — 1981
Bachelor of Science, Accounting
PC Bennett Consulting January 2013 - Present
Parallels November 2011 - January 2013
Parallels January 2010 - November 2011
Dexter + Chaney November 2005 - February 2009
Seattle Humane Society October 2004 - February 2006
Mainard Business Solutions November 2000 - November 2005
Frank, Rimerman + Co. LLP January 1998 - November 2000
EIDOS INTERACTIVE January 1995 - January 1998
Ernst & Young 1992 - 1993
Skills
ERP, Software Implementation, Functional Analysis, Financial Systems..., Software Training, Acumatica, Solomon, Financial Accounting, Accounting Management, SQL, Excel, Revenue Recognition, VBA, Construction Accounting, Fixed Assets, Specrtum, Forensic Accounting, Budgeting, Budget Analysis, FRx, Crystal Reports, Cash Flow, Financial Modeling, Controller, Business Analysis, International Business, HRIS, Functional Training, Enterprise Software, Problem Solving, VAT, Sales Tax, Budgets, Accounting, Internal Controls, General Ledger, GAAP, Business Process, Account Reconciliation, Analysis, Start-ups, Accounts Receivable, Consolidation, Financial Reporting, Payroll, SaaS, Integration, Project Management, Accruals, Project Accounting
Education
California State University-Hayward - School of Business and Economics 1988 — 1992
BS, Accounting
Orange Coast Financial Group March 2008 - Present
Orange Coast Realty December 2003 - Present
Short Sale Help, Inc. 2010 - 2012
Frank, Rimerman + Co. LLP September 2000 - October 2003
Skills
Real Estate, REO, Foreclosures, Single Family Homes, Home
Education
Brigham Young University 1994 — 2000
BS, Marriott School of Business
NATOMAS UNIFIED SCHOOL DISTRICT May 2015 - Present
Frank, Rimerman + Co. LLP April 2013 - May 2015
Apple January 2011 - March 2013
FileMaker Inc., an Apple subsidiary June 2010 - November 2010
CBS Corporation January 2010 - June 2010
Apple May 2009 - June 2010
The Old Spaghetti Factory May 2005 - June 2010
The State Hornet August 2009 - May 2010
Skills
Apple Certified..., Windows 7, CCENT, OS X, Windows XP Pro, Multimedia, iPhone, Video, iPad, Mac, CompTIA A+ Certification
Education
California State University-Sacramento 2005 — 2010
Bachelor's degree, Communications and New Media
Sacramento City College 2000 — 2005
The Kim L. Hix Accountancy Corporation January 1991 - Present
Frank, Rimerman + Co. LLP July 1987 - January 1989
Touche Ross July 1985 - June 1987
Pete, Marwick & Mitchell January 1984 - June 1985
Mid-America Airways July 1979 - December 1984
Skills
Small business tax..., Compiled, reviewed, and..., Individual tax..., Start-up company..., Not-for-profit tax..., Trust and gift tax..., Investments, Entrepreneurship, Account Management, Business Strategy, Project Management, Tax, Auditing, Tax Preparation, Financial Statements, CPA, Small Business, Strategic Planning, Bookkeeping, Start-ups, Accounting, QuickBooks, General Ledger, Financial Reporting, Financial Accounting
Education
The University of Texas at Arlington 1983 — 1986
Accounting
Auburn University 1975 — 1979
Bachelor of Science, Clothing & Textile Design
Peterson Sullivan LLP June 2015 - Present
Seiler LLP August 2012 - May 2015
Frank, Rimerman + Co. LLP January 2010 - August 2012
Kalos Tax Management, Inc June 2006 - September 2006
Skills
Accounting, Tax, Excel, ProSystem fx Tax, Tax Research, Microsoft Excel, Leadership, QuickBooks, Corporate Tax, CPA, Auditing, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.S. Business Administration, Accounting
Frank, Rimerman + Co. LLP 2013 - Present
PwC 2012 - 2013
Boston College September 2011 - 2012
Boston College Campus Recreation Complex 2009 - 2012
PricewaterhouseCoopers June 2011 - August 2011
Skills
Accounting, Financial Reporting, US GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel, Auditing, GAAP, SEC filings, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Accounting, Information Systems, Philosophy
Carbon3D, Inc. May 2015 - Present
Frank, Rimerman + Co. LLP February 2010 - May 2015
PolyFuel October 2004 - December 2009
Be Here Corporation January 2002 - December 2005
AppStream 2003 - October 2004
Fasturn 2002 - 2003
Viquity Corporation 1999 - 2001
Quantum3D May 1998 - April 2000
NetPower June 1996 - May 1998
Frank, Rimerman & Co. September 1993 - June 1996
Skills
Financial Reporting, Due Diligence, Auditing, Internal Controls, Start-ups, Accounting, Financial Analysis, Mergers & Acquisitions
Education
Golden Gate University
MBA
The University of Texas at Arlington
BBA
Kristen Rampe Consulting September 2011 - Present
Palo Alto Art Center Foundation April 2006 - March 2013
Frank, Rimerman + Co. LLP December 2004 - December 2011
Chordiant Software, Inc. June 2003 - November 2004
PricewaterhouseCoopers September 2000 - June 2003
Skills
Customer Experience, Net Promoter Score, Client Service, Customer Relations, Staff Development, Workshop Facilitation, Small Business, Non-profits, Team Building, Customer Service, Management Consulting, Leadership Development, Leadership, Training
Education
Butler University 1996 — 2000
BS, Accounting
Endgames Improv 2012 — 2012
University of Tasmania 1998 — 1998
N/A, Accounting/General
East Grand Rapids High School 1992 — 1996
Frank, Rimerman + Co. LLP 1994 - Present
Hood & Strong, LLP 1984 - 1994
Skills
High Net Worth..., Trusts, GAAP, Tax, Estate Planning, Strategic Financial..., Entrepreneurship, Venture Capital, Accounting, US GAAP, Wealth Management..., Estate Tax Planning, Tax Research, Tax Preparation, Charities, ProSystem fx Tax, Partnership Taxation, Income Tax
Education
Golden Gate University 1988 — 1992
MS, Taxation
University of Oregon 1980 — 1984
BA, Accounting
Frank, Rimerman + Co. LLP September 2010 - Present
ABC Equity August 2008 - September 2010
National Home Auction December 2007 - July 2008
Countrywide January 2007 - 2007
Ownit Mortgage Solutions July 2003 - December 2006
Tectura Corporation 2002 - 2004
CBIZ Technologies 1997 - 1999
Skills
Banking, Real Estate, Negotiation, Finance, Sales, Strategic Planning, Contract Negotiation, Due Diligence, Financial Analysis, Management, Business Development, Sales Management, New Business Development, Account Management
Education
San Diego State University-California State University 1986 — 1991
BA, City Planning
Carmel High School 1981 — 1985
General
Frank, Rimerman + Co. LLP August 2012 - Present
Frank, Rimerman + Co. LLP September 2006 - September 2012
Coldwell Banker Commercial March 2005 - June 2006
Space Systems Loral 2000 - 2002
Skills
Accounting, Financial Reporting, Quickbooks, Financial Analysis, Non-profits, Due Diligence, Auditing, Audit, Revenue Recognition, Excel, GAAP, Accounts Payable, US GAAP, Account Reconciliation, Internal Controls, Real Estate, General Ledger, Accounts Receivable, Financial Accounting, Finance, CPA, Financial Statements, Consolidation, Financial Audits, Private Equity, Start-ups, Accountants, Assurance, Cash Flow, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks
Education
Santa Clara University 2006 — 2006
Advanced Accounting Certificate, Accounting
Menlo College 2004 — 2006
B.S., Business Management
Saint Francis High School 1994 — 1998
Frank, Rimerman + Co. LLP 2004 - Present
UBS May 1999 - November 2004
Skills
High Net Worth..., Financial Analysis, Income Tax, Tax, Corporate Tax, Accounting, CPA, US GAAP, Tax Preparation
Education
California State University-Sacramento 1993 — 1997
BA, Communication Studies
Frank, Rimerman + Co. LLP September 2010 - Present
Pitcher Partners July 2015 - September 2015
Skills
GAAP, Accounting, Internal Controls, CPA, Microsoft Excel, Revenue Recognition, US GAAP, Account Reconciliation, Financial Statements
Education
University of Oregon 2009 — 2010
MAcc, Accounting
California State University-Sacramento 2006 — 2009
BS, Accountancy, Accounting Information Systems; Economics minor
Arizona State University 2005 — 2006
Bare Escentuals May 2014 - Present
Kaiser Permanente January 2013 - April 2014
Frank, Rimerman + Co. LLP August 2011 - January 2013
RSM McGladrey, Inc November 2010 - August 2011
McGladrey & Pullen November 2009 - November 2010
Ajilon June 2007 - October 2009
Binghamton University Residential Life August 2007 - May 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Management, Internal Audit, Risk Assessment, Compliance Testing, Visio, GAAP, Sarbanes-Oxley, US GAAP, SEC filings, SEC Filings, Accounting, Financial Accounting, CPA, Financial Analysis, Financial Reporting
Education
Binghamton University - School of Management 2005 — 2009
Bachelor of Science, Accounting
Clontech September 2015 - Present
Frank, Rimerman + Co. LLP June 2013 - September 2015
Alcal Specialty Contracting December 2011 - June 2013
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, SAP, Time Management, Team Leadership, Data Entry, Inventory Management, Microsoft Office, Customer Satisfaction, Retail, PowerPoint, Teamwork, Telephone Skills, Merchandising, Sales, Inventory Control, Store Management
Education
California State University-East Bay 2015 — 2016
Master’s Degree, Health/Health Care Administration/Management
San Jose State University 2011 — 2013
Bachelor's degree, Business Administration-Finance, Alumni
Frank, Rimerman + Co. LLP November 2013 - Present
Strothman & Company March 2010 - May 2013
Semonin Realtors 2005 - 2008
Centerplate 1999 - 2005
Skills
Event Planning, Public Relations, Budgets, Nonprofits, Event Management, Marketing Communications, Marketing, Financial Analysis, Small Business, Email Marketing
Education
Missouri Western State University 1999 — 2003
BA, Communications
Frank, Rimerman + Co. LLP June 2015 - August 2015
Murray Callan Swim School March 2014 - May 2015
American Swim Academy February 2011 - June 2013
Brier Elementary School September 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Financial Reporting, Time Management, Teamwork, Event Planning, Social Media, Financial Accounting, Communication, Facebook, Social Networking, Accounting
Education
San Diego State University-California State University 2013 — 2016
Accounting
Frank, Rimerman + Co. LLP October 2013 - Present
Target October 2013 - December 2013
CORE Foods June 2012 - August 2012
The Castle Group June 2011 - August 2011
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Tax Accounting
Education
University of Redlands 2009 — 2013
Bachelor of Science (B.S.), Global Business, 3.7
Fudan University 2011 — 2011
International/Global Studies
Sierra Ventures July 2014 - Present
Frank, Rimerman + Co. LLP 2011 - 2014
Cal Poly State University 2008 - 2011
Frank, Rimerman + Co. LLP 2010 - 2010
Cal Poly Accounting Club 2009 - 2010
PwC, Ernst & Young, KPMG 2009 - 2009
Gymboree 2006 - 2008
Skills
CPA, Venture Capital, QuickBooks, Accounting, Financial Accounting, Account Reconciliation, GAAP, Microsoft Office, Revenue Recognition, Customer Service, Payroll, Management, Financial Statement..., Sales & Use Tax, Property Tax, 1099 Preparation, Partnerships, General Ledger, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Business Administration (B.B.A.), Concentration in Accounting, Minor in Wine & Viticulture
Frank, Rimerman + Co. LLP 2015 - Present
George G. Ross CPA PFS CFP August 2014 - Present
George G. Ross CPA PFS CFP February 2014 - June 2014
Skills
Tax Preparation, Microsoft Office, UltraTax CS, ATX
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor’s Degree, Business Administration with concentrations in Accounting and Information Systems
Cal Poly New Student & Transition Programs September 2015 - Present
Cal Poly Dean of Students September 2014 - Present
Frank, Rimerman + Co. LLP June 2015 - August 2015
Cal Poly New Student & Transition Programs December 2013 - June 2015
Cal Poly Accounting Club March 2014 - March 2015
Burr Pilger Mayer (BPM) July 2014 - July 2014
Armanino LLP July 2014 - July 2014
Frank, Rimerman + Co. LLP July 2014 - July 2014
Education
California Polytechnic State University-San Luis Obispo 2012 — 2016
Bachelor of Science (BS), Business Administration; Accounting
Salinas High School 2008 — 2012
Frank, Rimerman + Co. LLP October 2014 - Present
LMU Event Services September 2010 - August 2014
LMU College of Business Administration November 2013 - January 2014
NFI May 2013 - August 2013
UMeTime Corp August 2012 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, XLMiner, Marketing Strategy, Access, Teamwork, XBRL, Inventory Management, SQL, VBA, Business Analysis
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Loyola Marymount University 2010 — 2014
Bachelor of Science (B.S.), Applied Information Management Systems
IIX July 2014 - Present
Frank, Rimerman + Co. LLP September 2011 - July 2014
Untangle, Inc. January 2010 - September 2011
Untangle, Inc. March 2008 - December 2009
Untangle, Inc September 2007 - February 2008
Skills
QuickBooks, Accounting, GAAP, Outlook, Salesforce.com, Start-ups, Auditing, Internal Controls, Microsoft Office, Interpersonal..., Accounts Payable, Financial Accounting, Financial Reporting, Accounts Receivable, Invoicing, Financial Statements, Payroll, Financial Audits, Revenue Recognition, Journal Entries
Education
San Francisco State University 2008 — 2011
BS, Accounting
Cañada College
AS, Business Administration
Institute of Advanced Economic Training for Civil Officers, Moscow, Russia
Finance, Management
Technological College, Kirov , Russia
AA, Creative Art, Small Business Enterprise, Finance
Alen Corporation December 2013 - Present
Alen Corporation July 2011 - November 2013
Alen Corporation February 2008 - June 2011
TeraVicta Technologies 2003 - 2008
Jones Energy, Inc. 2002 - 2003
Times N Systems 2000 - 2002
NLynx Systems, Inc. 1999 - 2000
Robert Half Management Resources 1998 - 1999
Frank, Rimerman + Co. LLP 1992 - 1998
Kaiser Electronics 1989 - 1991
Skills
Management, Process Improvement, Strategic Planning, Cost Accounting, Financial Reporting, Internal Controls, Leadership, Accounting, Financial Statements, Managerial Finance, Cash Management, Internal Audit, Mergers & Acquisitions, Financial Analysis, Budgeting, Start-ups, Auditing, Cross-functional Team...
Education
Santa Clara University - Leavey School of Business 1989 — 1992
Master of Business Administration (M.B.A.), Accounting and Business/Management
Austin College 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Frank, Rimerman + Co. LLP June 2015 - Present
London Alley Entertainment October 2014 - Present
Tsehai Publishers August 2014 - December 2014
Harmonious Living Homecare June 2014 - August 2014
Loyola Marymount University August 2012 - May 2014
Hollister Co. April 2012 - August 2012
Kona Kai Swim and Racquet Club April 2011 - August 2011
Skills
PowerPoint, Public Relations, Time Management, Teamwork, Public Speaking, Event Planning, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Customer Service, QuickBooks, Social Media Marketing
Education
Loyola Marymount University 2012 — 2016
Accounting and Finance Double Major, Accounting and Finance
Bellarmine College Preparatory 2008 — 2012
Frank, Rimerman + Co. LLP October 2015 - Present
Columbia Sportswear June 2015 - September 2015
Oregon State University May 2013 - June 2015
Georgia-Pacific LLC June 2014 - August 2014
Jones & Roth CPAs and Business Advisors January 2014 - March 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Research, QuickBooks, Time Management, Teamwork, Customer Service, Billhighway, Phone Etiquette, General Office Skills, Management, Leadership, Social Media, Event Planning, Accounting, Public Speaking, Communication
Education
Oregon State University 2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Duale Hochschule Baden-Württemberg 2014 — 2014
International Business, International Business
Shadow Brook Swim Club May 2014 - September 2015
Grant Thornton LLP August 2015 - August 2015
EY July 2015 - July 2015
KPMG July 2015 - July 2015
PwC July 2015 - July 2015
Crowe Horwath LLP June 2015 - June 2015
Frank, Rimerman + Co. LLP June 2015 - June 2015
Deloitte June 2015 - June 2015
Shadow Brook Swim Club May 2011 - September 2014
Skills
Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Bachelor's degree, Business Administration, Concentration in Accounting, Junior
Girl Scouts of Northern California 2007 - Present
Frank, Rimerman + Co. LLP October 2013 - July 2015
Frank, Rimerman + Co. LLP January 2013 - April 2013
American Institutes for Research 1995 - 1999
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Accounting, Accounting, Analysis, Financial Reporting, Leadership, Customer Service, Research, Tax, Access, Peachtree
Education
San Jose State University 2012 — 2013
Master of Science (MS), Accountancy
Cal State Hayward
MS, Statistics
Frank, Rimerman + Co. LLP September 2012 - Present
Azusa Pacific University September 2009 - May 2012
ADP June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Auditing, PowerPoint, Microsoft Word, Finance, Strategic Planning, Financial Reporting, QuickBooks, Principles of Finance, Tax Accounting, Microsoft Office, Event Planning, Social Media, Public Speaking, Customer Service, Principles of Economics, Small Group..., Information Systems, Financial Accounting, Financial Analysis, Research, Excel, ADP Payroll, Accounts Payable, Intacct, New Hire Training
Education
Azusa Pacific University 2008 — 2012
B.S., Accounting
Marcum LLP July 2014 - Present
Frank, Rimerman + Co. LLP December 2013 - June 2014
Clare & Storey, LLP. August 2005 - November 2013
Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Payroll, Accounting, Invoicing, Account Reconciliation, Tax Preparation, General Ledger, Spreadsheets, Office Management, Financial Reporting, Journal Entries, Microsoft Excel
Education
DeVry University 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Technical Management
Skyline College 1991 — 1996
Associate's degree, Word Information Systems
Williams-Sonoma, Inc. May 2015 - Present
Williams-Sonoma, Inc. July 2012 - May 2015
Bibury Court Hotel March 2011 - May 2011
Frank, Rimerman + Co. LLP September 2008 - August 2010
Education
California Culinary Academy 2010 — 2011
UCSB 2004 — 2008
Bachelor's degree, Business Economics with emphasis in accounting
Sandy Y. Leung, CPA February 2012 - Present
Galen Y. Leung, CPA February 2013 - Present
Tutor Corps January 2012 - Present
Harry K. Jeung, CPA January 2011 - October 2012
Frank, Rimerman + Co. LLP September 2006 - July 2010
Carat June 2006 - August 2006
Skills
QuickBooks Pro Advisor, Lacerte Tax, Microsoft Excel, Tax, ProSystem fx Tax, Tax Research, Accounting, QuickBooks, Income Tax, Tax Accounting, Revenue Recognition, Tax Returns, Trusts, Tax Preparation, Corporate Tax, Partnership Taxation, US GAAP
Education
Golden Gate University 2010 — 2015
MST, Taxation
University of California, Santa Barbara 2002 — 2006
Bachelor of Science (BS) - Economics with emphasis in Accounting, Accounting
San Francisco University High School 1998 — 2002
High School
Whitley Service Roofing and Sheet Metal Company April 2015 - Present
Whitley/Service: Roofing & Sheet Metal Company October 2012 - Present
SnagAJob.com June 2010 - October 2012
California Experience, LLC June 2006 - March 2012
Vibato, LLC August 2009 - June 2010
Frank, Rimerman + Co. LLP 2006 - 2007
Skills
Business Development, Sales, Small Business, Cold Calling, Contract Negotiation, Sales Process, New Business Development, Leadership, Lead Generation, Recruiting, Account Management, B2B, Management, Team Building, Customer Service, Interviews, Entrepreneurship, Advertising
Education
The World 2004 — 2006
Doctor of World Beauty and Culture, Backpacking Survival, A++
California Polytechnic State University-San Luis Obispo 1999 — 2004
BA, Business: Accounting
Sensiba San Filippo LLP July 2012 - Present
Frank, Rimerman + Co. LLP September 2007 - July 2012
GBP&B Tax and Business Advisors December 2005 - May 2007
Skills
Accounting, Tax Compliance, Individual Taxation, Corporate Tax, Tax Research, S Corporations, Partnership Taxation, Inheritance Tax Planning, ProSystem fx Tax, Tax Accounting, High Net Worth..., Tax, Income Tax, Financial Statements, US GAAP, CPA, FIN 48, Start-ups, International Tax, Account Reconciliation, Tax Preparation, Financial Planners, Internal Controls, Estate Tax Planning, GAAP, Financial Reporting, Sarbanes-Oxley Act, Tax Advisory, Tax Returns
Education
University of Denver - Daniels College of Business 2008 — 2009
Masters In Taxation, Tax Law
California Polytechnic State University-San Luis Obispo 2003 — 2007
B.S., Business Admin., Accounting
Robert Half Management Resources April 2015 - Present
Contracts through CV Partners March 2014 - February 2015
Solar City, Inc. June 2013 - February 2014
Self Employed June 2010 - April 2013
Alloptic, Inc April 2007 - March 2010
Cataphora March 2005 - March 2007
Frank, Rimerman + Co. LLP September 1998 - February 2005
US Navy April 1994 - April 1994
Skills
Forecasting, Accounting, Process Improvement, Finance, Accounts Payable, Analysis, Payroll, Management, Tax, Revenue Recognition, Financial Audits, Financial Reporting, General Ledger, Account Reconciliation, Managerial Finance, Sales, Venture Capital, Training, Cash Management, GAAP, QuickBooks, Auditing, Great Plains Software, US GAAP, Consolidation, SEC filings, Financial Accounting, Accounts Receivable, Internal Audit, Start-ups, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Business Analysis, Financial Analysis, Mergers & Acquisitions, Mergers, Project Management, Financial Statements, CPA, Cash Flow, Cost Accounting, IFRS, Fixed Assets
Education
Santa Clara University - Leavey School of Business 1996 — 1998
BSC
De Anza College 1994 — 1996
Stanford University
Frank, Rimerman + Co. LLP November 2012 - Present
McGladrey November 2010 - October 2012
lululemon athletica October 2009 - July 2010
Gold & Goldberg, LLP January 2010 - May 2010
Caturano and Company June 2008 - August 2008
Skills
GAAP, Financial Reporting, Auditing, Financial Accounting, Internal Controls, CPA, Financial Analysis, General Ledger, Assurance, Financial Statements, External Audit, Accounting, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MBA, Tax
Bentley University 2007 — 2009
Bachelor of Science, Accounting
Florida State University - College of Business 2005 — 2007
Accounting
Frank, Rimerman + Co. LLP May 2002 - Present
Harris myCFO July 1999 - April 2002
EY September 1996 - June 1999
PwC 1984 - August 1996
Skills
Tax Accounting, Partnership Taxation, Accounting, Tax, Income Tax, Financial Accounting, Tax Research, Tax Returns, Corporate Tax, Tax Preparation, Financial Reporting, Mergers & Acquisitions, CPA, Financial Statements, Start-ups, Auditing, US GAAP, High Net Worth..., GAAP
Education
DePaul University College of Law 1982 — 1985
Master of Laws, Taxation
Loyola University Chicago School of Law 1979 — 1982
JD, Litigation, Taxation
Augustana College 1975 — 1979
BA, Accounting, Poli Sci
Trumark Homes August 2014 - Present
Silicon Valley Microelectronics, Inc. March 2014 - July 2014
Frank, Rimerman + Co. LLP January 2010 - September 2013
Skills
Tax Research, Accounting, Income Tax, Corporate Tax, ProSystem fx Tax, Microsoft Excel, Microsoft Word, Partnership Taxation, Tax, CPA, Tax Accounting, QuickBooks, Tax Preparation
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business, Accounting
Frank, Rimerman + Co. LLP 2010 - Present
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Sunrun February 2014 - Present
REC Solar January 2011 - February 2014
Frank, Rimerman + Co. LLP September 2006 - October 2010
Lien Investment Strategies, LLC February 2008 - December 2009
Education
California Polytechnic State University-San Luis Obispo 2002 — 2005
BS, Economics, Minor in Business
Frank, Rimerman + Co. LLP October 2012 - March 2013
Exar Corporation November 2004 - May 2012
QuadRep April 1998 - October 2004
Skills
Microsoft Office, SharePoint, Type 55 wpm, Event Planning, Highly detail oriented, Exceptionally Organized, Multi Tasking, Negotiation, Internet Savvy, Oral & Written..., Concur, Typing, Practice Management, Salesforce.com, Accounting, Accounts Payable, Accounts Receivable, Administrative..., Cross-functional Team..., Expenses, Human Resources, Management, Outlook, QuickBooks, Quicken, Sales, Spreadsheets, Training, Access, Auditing, Calendaring, Confidentiality, Administrative...
Education
Heald College 1996 — 1998
Associate of Arts (A.A.), Accounting
Ronald Olson, CPA / Brian Portesi, CPA January 2007 - Present
Frank, Rimerman + Co. LLP September 2001 - December 2006
Crown Camera June 1997 - September 1999
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelors, Business - Accounting
VMware October 2009 - Present
Frank, Rimerman + Co. LLP July 2007 - March 2009
LSI Logic May 2001 - July 2007
LSL Logic (formerly C-Cube/Divicom) 2002 - 2007
LSI Corp 2001 - 2007
Wheel Works November 1999 - May 2000
First Franklin Financial Corporation December 1997 - August 1999
Skills
Networking, Technical Support, Linux, System Administration, Cloud Computing, Servers, TCP/IP, Unix
Education
San Jose City College 1993 — 1994
A.S. Degree in Electronics
Evergreen Valley College 1990 — 1991
Cogswell Polytechnical College 1987 — 1988
Frank, Rimerman + Co. LLP January 2011 - Present
EisnerAmper LLP September 2005 - August 2010
Amper, Politziner & Mattia November 2001 - September 2005
Skills
Performance Management, Process Improvement, Talent Acquisition, Program Development, Employment Law, Learning Management, Staff Development, Interviews, Organizational..., Training, Recruiting, College Recruiting, Leadership, Strategy, Human Resources, Accounting
Education
Rutgers University-New Brunswick 2004 — 2008
MBA, Business Strategy
The College of New Jersey 1997 — 2001
Bachelors of Science, Accounting
Roselle Catholic High School 1994 — 1997
Frank, Rimerman + Co. LLP 1997 - 2002
Skills
Microsoft Office, Income Tax, Tax
Education
Bangalore University 1985 — 1990
Bsc, botany, zoology, chemistry
Deloitte Tax LLP August 2011 - Present
Deloitte Tax LLP February 2010 - August 2011
Frank, Rimerman + Co. LLP September 2005 - February 2010
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science, Accounting & Finance
Details Home Design September 2012 - Present
Home Select 2012 - Present
Staged To Sell August 2008 - August 2013
Frank, Rimerman + Co. LLP January 1997 - June 1999
Skills
Art Direction, Photoshop, Home Staging, Interior Design, Sales, Listings, Furniture, Buyers, Residential Homes, Packaging, Marketing, Photography, Space planning, Furnishings, Residential Design, Design Research, Renovation, Site Planning
Education
Lewis and Clark College
Seiler LLP January 2015 - Present
Seiler LLP June 2012 - January 2015
Frank, Rimerman + Co. LLP September 2008 - June 2012
Skills
Excel, Word, Quickbooks, Quicken, Financial Reporting, Axys, Advent, Payroll, Payroll Processing, Paychex, Financial Analysis, Microsoft Excel, QuickBooks, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
B.S., Business Administration - Accounting
Facebook August 2013 - Present
The University of Arizona July 2010 - June 2012
Frank, Rimerman + Co. LLP October 2008 - May 2009
Hood & Strong, LLP November 2007 - February 2008
WTAS, Inc January 2006 - November 2007
LexisNexis August 2001 - January 2006
Skills
Legal Research, Online Research, Research Design, Marketing Research, Microsoft Office, Library Reference, Library Science, Library Research, Library Instruction, Tax Law, Tax Preparation, International Tax, Income Tax, Charitable Gift Planning, PowerPoint, Government Documents, Communication Skills, Public Speaking, Social Media Marketing, Marketing Communications, Marketing Strategy, Sales, Legal Writing, Report Writing, Creative Writing, Technical Writing, Information Management, Information Retrieval, Information Architecture, Teaching Adults, Instructional Manuals, Team Leadership, Hiring Employees, Human Resources, Recruiting, Event Planning, Outlook, PubMed, Licensing Negotiations, ERISA, Securities, Estate Tax Planning, exempt organizations, Charities, Volunteering, Speed Reading, Competitive Analysis, Reference Manuals, Interpersonal Savvy, Fundraising
Education
University of Arizona 2010 — 2012
Master of Library & Information Science (MLIS), Library and Information Science
Golden Gate University, School of Law 2004 — 2005
LL.M. Tax, Taxation
University of Oregon School of Law 2000 — 2003
JD, Law
Montana State University-Bozeman 1997 — 2000
B.S., Psychology
Apple February 2008 - Present
Sun Microsystems June 1991 - January 2008
Frank, Rimerman + Co. LLP 1987 - 1991
Education
Golden Gate University 1992 — 1997
Masters, Tax
Santa Clara University 1983 — 1987
BSC, Accounting
Frank, Rimerman + Co. LLP July 2013 - Present
Parker + Lynch Consulting August 2012 - February 2013
Wells Fargo January 2007 - July 2012
Pacific Gas & Electric Corp. February 2006 - December 2006
Mervyns 2004 - 2006
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Leadership, Internal Audit, Financial Modeling, Management
Education
California State University-Hayward - School of Business and Economics 2005 — 2006
MBA, Human Resources & Strategic Management Options
California State University-Hayward - School of Business and Economics 1993 — 1997
BS, Business Administration - Accounting Option
Agilent Technologies January 2011 - Present
VPTax, Inc. (dba EricThomas) March 2003 - January 2011
Sun Microsystems December 1998 - March 2003
Frank, Rimerman + Co. LLP September 1997 - November 1998
Silicon Valley Group February 1995 - August 1997
Arthur Andersen LLP July 1987 - February 1995
Skills
Tax, Corporate Tax, Income Tax, Sales Tax, Internal Audit, Tax Preparation, Financial Statements, Sarbanes-Oxley Act, International Tax, Property Tax, US GAAP, Tax Accounting
Education
California State University, Fresno 1984 — 1987
BS, Finance
Frank, Rimerman + Co. LLP August 2015 - Present
Frank, Rimerman + Co. LLP September 2012 - Present
Frank, Rimerman + Co. LLP September 2006 - August 2012
Skills
Finance, Venture Capital, Financial Analysis, SaaS, ProSystem fx Tax, Management, Financial Statements, US GAAP, Cloud Computing, CPA, GAAP, Tax Research
Education
Cal Poly San Luis Obispo 2001 — 2006
BS, Accounting, Finance and Economics
Frank, Rimerman + Co. LLP January 2012 - Present
Opes Advisors September 2010 - October 2011
Galileo Planning Group, Inc. January 2007 - August 2010
Brownson, Rehmus & Foxworth October 2004 - December 2006
Frank, Rimerman & Co. August 2001 - August 2004
Arthur Andersen 1994 - 2000
Education
Cornell University 1989 — 1993
B.A., Art History, Economics
Dale Carnegie
SYNNEX June 2014 - Present
Super Micro Computer, Inc. November 2012 - June 2014
Armanino McKenna LLP March 2008 - November 2012
Frank, Rimerman + Co. LLP September 2002 - March 2008
Skills
Revenue Recognition, Accounting, SEC filings, Internal Controls, Auditing, US GAAP, Financial Reporting, Consolidation, Financial Statements, 10Q, CPA, Sarbanes-Oxley Act, Financial Accounting, GAAP, Tax, Financial Analysis, XBRL, SEC Filings, Sarbanes-Oxley
Education
San Jose State University 2001 — 2002
MS, Accountancy
East China University of Science and Technology 1989 — 1993
BS, English
Glenn Burdette January 2013 - Present
Glenn Burdette November 2009 - December 2012
Frank, Rimerman + Co. LLP July 2006 - October 2009
PricewaterhouseCoopers September 2005 - July 2006
PricewaterhouseCoopers June 2004 - August 2004
Skills
Quickbooks, Tax, Financial Reporting, Tax Returns, QuickBooks, Tax Preparation, Corporate Tax, Income Tax, Partnership Taxation, Tax Research, Accounting, Tax Accounting, Auditing, Financial Accounting, CPA, SEC filings
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, Business
Wonderful Citrus March 2015 - Present
Frank, Rimerman + Co. LLP September 2014 - January 2015
Riviera Partners May 2012 - September 2014
Moss Levy & Hartzheim LLP June 2008 - April 2012
Cal Poly State University September 2004 - June 2008
Moss Levy & Hartzheim LLP June 2007 - December 2007
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Internal Controls, Financial Accounting, GAAP, GAAS, Account Reconciliation, Test Planning, Team Management, Revenue Recognition, CPA
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science (B.S.), Accounting
Frank, Rimerman + Co. LLP June 2005 - Present
Not for Profit organizations and Logistics Industry June 1987 - May 2005
Skills
Tax, Accounting, Revenue Recognition, Financial Reporting, Tax Research, GAAP, US GAAP, Start-ups, Corporate Tax, Business Process..., Internal Controls
Education
Bsc in Accounting/Commerce
CPA
Institute of Cost and Works Accountants of India - ICWAI
EY October 2013 - Present
Frank, Rimerman + Co. LLP September 2008 - September 2013
Education
University of California, Santa Barbara 2006 — 2008
B.A., Business Economics, Accounting Emphasis
City College of San Francisco 2003 — 2006
Frank, Rimerman + Co. LLP June 2005 - Present
Hitachi Data Systems July 2003 - June 2005
Schnitzer Steel October 1999 - June 2003
Education
Portland State University - School of Business
Bachelor, Accounting
eBay November 2009 - Present
Frank, Rimerman + Co. LLP 2005 - 2009
PeopleSoft Inc. 1997 - 2004
Skills
SEC filings, Tax, Sarbanes-Oxley Act, International Tax, US GAAP, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MST, Masters, Taxation
Boston College 1984 — 1988
BS, Accounting
Pittsfield High School 1984 — 1988
Plantronics February 2015 - Present
Frank, Rimerman + Co. LLP 2013 - 2014
Mohler, Nixon & Williams 2010 - 2012
Skills
Accounting, Start-ups, Recruiting, Project Management, Revenue Recognition, Business Development, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act
Education
Loyola College in Maryland 2004 — 2009
BA, Double Major: Accounting & International Business; Minor: Asian Studies
Bellarmine College Preparatory 2000 — 2004
High School
Frank, Rimerman + Co. LLP January 2015 - Present
Amita Realty September 2011 - Present
Advantech October 2012 - December 2012
Advantech February 2012 - September 2012
H&R Block January 2012 - August 2012
Marcus & Millichap March 2010 - August 2010
Wells Fargo June 2006 - September 2007
Skills
SAP Logistics, Invoicing, Data Entry, SAP, General Ledger, Income Tax, Tax Accounting
Education
Golden Gate University 2012 — 2015
Master's degree, Taxation
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Frank, Rimerman + Co. LLP October 2013 - Present
Family Caregiver Alliance May 2012 - May 2013
CNMI Office of the Public Auditor October 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, Customer Service
Education
Golden Gate University 2011 — 2013
Master's degree, Accounting
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Frank, Rimerman + Co. LLP February 2014 - Present
KPMG LLP February 2007 - February 2014
Mohler, Nixon & Williams February 2006 - February 2007
KPMG October 2002 - February 2006
Skills
Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Tax, Income Tax, Tax Advisory, SEC Filings, CPA, GAAP
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
BS, Business Admin - Accounting
Frank, Rimerman + Co. LLP 2008 - 2010
Skills
Accounting, Financial Analysis, Business Process, Internal Controls, Operations Management, Internal Audit, Financial Reporting, US GAAP, Microsoft Excel, Auditing, Salesforce.com, Sarbanes-Oxley Act, Leadership
Education
University of California, Santa Cruz 2003 — 2008
B.A, Business Management and Economics, Philosophy
Maastricht University 2006 — 2006
Finance, General
Citrix August 2013 - Present
Apple February 2013 - July 2013
Frank, Rimerman + Co. LLP September 2012 - January 2013
PricewaterhouseCoopers June 2011 - August 2011
Independent Contractor - Accounting and Financial Analyst July 2010 - August 2010
La Jolla Playhouse May 2009 - August 2009
Pacific Conservatory Musical September 2007 - December 2007
Proficient Investigations March 2007 - June 2007
Silent Auction Fundraiser September 2006 - March 2007
Kohl's Department Stores September 2006 - December 2006
Skills
Recruiting, Training, Interviews, Talent Acquisition, Applicant Tracking..., Finance, Leadership, Process Scheduler, Scheduling, Onboarding, Background Checks, Data Analysis, Data Management, Project Management, Presentations, Job Postings, Auditing
Education
University of the Pacific - Eberhardt School of Business 2007 — 2011
B.S. in Business Administration, Accounting, Finance
Massey University 2010 — 2010
Study Abroad (Palmerston North, New Zealand)
Caliber Accounting Group September 2008 - Present
Frank, Rimerman + Co. LLP July 2007 - August 2007
Skills
Financial Reporting, Accounting, GAAP, Financial Accounting, Microsoft Excel, QuickBooks, CPA, Microsoft Word, Corporate Tax, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Business Administration, Accounting and Economics