McGladrey & Pullen
Description
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey & Pullen Employees
Employee
Years
Job
Industry
Erick Miller, CPA, MST Erick Miller, CPA, MST's McGladrey & Pullen Experience October 1998 - August 2002
Job Financial Consultant at RHI
Industry Financial Services
Experience
RHI/Protiviti August 2014 - Present
Erick L. Miller, CPA September 2006 - Present
Union Bank February 2012 - August 2014
WesCorp October 2007 - February 2012
LandAmerica Financial Group November 2003 - September 2007
Weiss, Block, Karp, Mandell and Caskey September 2002 - November 2003
McGladrey & Pullen October 1998 - August 2002
Skills
Accounting, Small Business, Internal Controls, GAAP, Internal Audit, Income Tax, Tax Preparation, Due Diligence, Financial Audits, Auditing, Cash Flow, US GAAP, Tax Compliance, SOX, General Ledger, Financial Analysis, Risk Assessment, Audits of Employee..., Basel II, Financial Reporting
Education
Golden Gate University 2008 — 2010
Master of Science in Taxation
California State University-Long Beach
Bachelor of Arts in Business Economics, Economics
RHI/Protiviti August 2014 - Present
Erick L. Miller, CPA September 2006 - Present
Union Bank February 2012 - August 2014
WesCorp October 2007 - February 2012
LandAmerica Financial Group November 2003 - September 2007
Weiss, Block, Karp, Mandell and Caskey September 2002 - November 2003
McGladrey & Pullen October 1998 - August 2002
Skills
Accounting, Small Business, Internal Controls, GAAP, Internal Audit, Income Tax, Tax Preparation, Due Diligence, Financial Audits, Auditing, Cash Flow, US GAAP, Tax Compliance, SOX, General Ledger, Financial Analysis, Risk Assessment, Audits of Employee..., Basel II, Financial Reporting
Education
Golden Gate University 2008 — 2010
Master of Science in Taxation
California State University-Long Beach
Bachelor of Arts in Business Economics, Economics
Natalie Tronkina Natalie Tronkina's McGladrey & Pullen Experience 2004 - 2006
Job Director at CohnReznick Advisory Group
Industry Accounting
Experience
CohnReznick Advisory Group October 2013 - Present
Duff & Phelps December 2006 - October 2013
McGladrey & Pullen 2004 - 2006
Family-owned Manufacturing Company 2000 - 2003
Skills
Fluent Russian, Financial Reporting, Financial Accounting, Financial Modeling, Financial Audits, Financial Advisory, Corporate Finance, Accounting, Due Diligence
Education
California State University-Northridge 2002 — 2004
BS, Accounting
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
2 years, Electrical Engineering
CohnReznick Advisory Group October 2013 - Present
Duff & Phelps December 2006 - October 2013
McGladrey & Pullen 2004 - 2006
Family-owned Manufacturing Company 2000 - 2003
Skills
Fluent Russian, Financial Reporting, Financial Accounting, Financial Modeling, Financial Audits, Financial Advisory, Corporate Finance, Accounting, Due Diligence
Education
California State University-Northridge 2002 — 2004
BS, Accounting
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
2 years, Electrical Engineering
Diana Cordeiro Diana Cordeiro's McGladrey & Pullen Experience July 1999 - June 2003
Job VP, Corporate Accounting
Industry Financial Services
Experience
Corvias Group December 2014 - Present
The Washington Trust Company January 2013 - May 2014
First Marblehead May 2011 - January 2013
KPMG LLP June 2003 - May 2011
McGladrey & Pullen July 1999 - June 2003
Skills
CPA, Technical Accounting..., SEC Financial Reporting, Financial Accounting, Financial Services, Internal Controls, Month End Close, Banking, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, US GAAP
Education
Bryant University 1995 — 1999
BS, Accounting
Corvias Group December 2014 - Present
The Washington Trust Company January 2013 - May 2014
First Marblehead May 2011 - January 2013
KPMG LLP June 2003 - May 2011
McGladrey & Pullen July 1999 - June 2003
Skills
CPA, Technical Accounting..., SEC Financial Reporting, Financial Accounting, Financial Services, Internal Controls, Month End Close, Banking, Sarbanes-Oxley Act, GAAP, Sarbanes-Oxley, US GAAP
Education
Bryant University 1995 — 1999
BS, Accounting
Brenda Williamson Brenda Williamson's McGladrey & Pullen Experience October 1998 - August 2006
Job Sr. Finance Officer, Grant Solutions at World Vision USA
Industry Nonprofit Organization Management
Experience
World Vision USA June 2014 - Present
World Vision March 2010 - June 2014
World Vision August 2006 - July 2010
McGladrey & Pullen October 1998 - August 2006
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, Financial Audits, Budgets, Financial Statements, Financial Accounting, Internal Audit, Financial Analysis, Non-profits, Managerial Finance, Grants, US GAAP, General Ledger, CPA, Process Improvement, Tax, Cash Flow, Strategic Financial..., Nonprofits, Finance, Management, Risk Assessment, Variance Analysis, Training, Cost Accounting
Education
Sheldon Jackson College 1992 — 1996
Central Washington University 1980 — 1982
BA, Education, Spanish, Accounting
Northwest Nazarene University 1979 — 1980
Pacific Lutheran University
World Vision USA June 2014 - Present
World Vision March 2010 - June 2014
World Vision August 2006 - July 2010
McGladrey & Pullen October 1998 - August 2006
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, Financial Audits, Budgets, Financial Statements, Financial Accounting, Internal Audit, Financial Analysis, Non-profits, Managerial Finance, Grants, US GAAP, General Ledger, CPA, Process Improvement, Tax, Cash Flow, Strategic Financial..., Nonprofits, Finance, Management, Risk Assessment, Variance Analysis, Training, Cost Accounting
Education
Sheldon Jackson College 1992 — 1996
Central Washington University 1980 — 1982
BA, Education, Spanish, Accounting
Northwest Nazarene University 1979 — 1980
Pacific Lutheran University
Chad Hoekstra Chad Hoekstra's McGladrey & Pullen Experience 1994 - 2002
Job Owner, HDH Advisors LLC
Industry Financial Services
Experience
HDH Advisors, LLC January 2007 - Present
RSM McGladrey 1997 - 2002
McGladrey & Pullen 1994 - 2002
Skills
Business Valuation, Financial Analysis, Mergers, Accounting, Valuation, Tax, Financial Reporting, Forensic Accounting, CPA, Financial Modeling, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Private Equity, Auditing, Investments, Corporate Finance, Small Business, Finance, Restructuring, Financial Advisory, Venture Capital, Asset Management, Estate Planning, Corporate Governance, Executive Management
Education
Central College 1990 — 1994
BA Accounting
HDH Advisors, LLC January 2007 - Present
RSM McGladrey 1997 - 2002
McGladrey & Pullen 1994 - 2002
Skills
Business Valuation, Financial Analysis, Mergers, Accounting, Valuation, Tax, Financial Reporting, Forensic Accounting, CPA, Financial Modeling, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Private Equity, Auditing, Investments, Corporate Finance, Small Business, Finance, Restructuring, Financial Advisory, Venture Capital, Asset Management, Estate Planning, Corporate Governance, Executive Management
Education
Central College 1990 — 1994
BA Accounting
Jan W. Fullmer, CPA Jan W. Fullmer, CPA's McGladrey & Pullen Experience September 1995 - September 1997
Job Accounting Manager, City of Henderson
Industry Government Administration
Experience
City of Henderson March 2015 - Present
City of Henderson December 2014 - March 2015
City of Henderson February 2014 - November 2014
City of North Las Vegas September 2011 - February 2014
City of North Las Vegas March 2009 - September 2011
St. Rose Hospital / via Accountants Inc January 2009 - March 2009
Pageantry Homes April 2000 - November 2008
Southwest Gas Corporation February 1999 - April 2000
American Nevada Corporation September 1997 - February 1999
McGladrey & Pullen September 1995 - September 1997
Skills
External Audit Process..., A/P Oversight, A/R Oversight, Budgeting, Accounting, Cash Flow, Fixed Assets, External Audit, Financial Reporting, Account Reconciliation, Variance Analysis, General Ledger, Journal Entries, Project Accounting, Internal Controls, Analysis, Managerial Finance, Budgets, Financial Modeling, Microsoft Excel, CPA, Auditing, Financial Analysis, Government, Accounts Payable, Cash Flow Forecasting, Internal Audit, Management, Accounts Receivable, Financial Accounting, GAAP, Strategic Financial..., Project Planning, Strategic Planning, Project Management, Cost Accounting, Finance, Oversight, Accruals, Forecasting, Revenue Recognition, US GAAP, Policy, Leadership, Process Improvement, Financial Planning
Education
Southern Utah University 1995 — 1995
Masters, Accounting
Southern Utah University 1991 — 1994
BS, Accounting
Brigham Young University 1987 — 1990
N/A, General Studies
City of Henderson March 2015 - Present
City of Henderson December 2014 - March 2015
City of Henderson February 2014 - November 2014
City of North Las Vegas September 2011 - February 2014
City of North Las Vegas March 2009 - September 2011
St. Rose Hospital / via Accountants Inc January 2009 - March 2009
Pageantry Homes April 2000 - November 2008
Southwest Gas Corporation February 1999 - April 2000
American Nevada Corporation September 1997 - February 1999
McGladrey & Pullen September 1995 - September 1997
Skills
External Audit Process..., A/P Oversight, A/R Oversight, Budgeting, Accounting, Cash Flow, Fixed Assets, External Audit, Financial Reporting, Account Reconciliation, Variance Analysis, General Ledger, Journal Entries, Project Accounting, Internal Controls, Analysis, Managerial Finance, Budgets, Financial Modeling, Microsoft Excel, CPA, Auditing, Financial Analysis, Government, Accounts Payable, Cash Flow Forecasting, Internal Audit, Management, Accounts Receivable, Financial Accounting, GAAP, Strategic Financial..., Project Planning, Strategic Planning, Project Management, Cost Accounting, Finance, Oversight, Accruals, Forecasting, Revenue Recognition, US GAAP, Policy, Leadership, Process Improvement, Financial Planning
Education
Southern Utah University 1995 — 1995
Masters, Accounting
Southern Utah University 1991 — 1994
BS, Accounting
Brigham Young University 1987 — 1990
N/A, General Studies
Paul Queneau Paul Queneau's McGladrey & Pullen Experience June 2006 - November 2007
Job Chief Accounting Officer at Centaurus Capital
Industry Accounting
Experience
Centaurus Capital July 2012 - Present
Centaurus Energy June 2010 - September 2012
Rothstein Kass October 2007 - June 2010
McGladrey & Pullen June 2006 - November 2007
PTFCU 2003 - 2005
Education
California State Polytechnic University-Pomona 2002 — 2006
BA Business, Accounting
Centaurus Capital July 2012 - Present
Centaurus Energy June 2010 - September 2012
Rothstein Kass October 2007 - June 2010
McGladrey & Pullen June 2006 - November 2007
PTFCU 2003 - 2005
Education
California State Polytechnic University-Pomona 2002 — 2006
BA Business, Accounting
Amro Elatrozy, CPA Amro Elatrozy, CPA's McGladrey & Pullen Experience 2007 - September 2010
Job Director of External Reporting at Lineage Logistics
Industry Logistics and Supply Chain
Experience
Lineage Logistics November 2014 - Present
Greenwave Systems Inc August 2014 - November 2014
PricewaterhouseCoopers, LLP October 2010 - August 2014
McGladrey & Pullen 2007 - September 2010
Squar Milner Peterson October 2004 - June 2007
CBIZ/Conrad & Associates December 2003 - October 2004
Skills
SEC filings, Financial Reporting, US GAAP, Auditing, IFRS, Accounting, Financial Accounting, Revenue Recognition, Financial Statements, SOX 404, Public Companies, GAAP, Internal Controls, Sarbanes-Oxley Act, Assurance, Consolidation, General Ledger, Cash Flow, Mergers, CPA, Cost Accounting, External Audit, IPO, Big 4, Corporate Tax, Financial Audits, SEC Filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
Bachelors, Business, Concentration in Accounting
Lineage Logistics November 2014 - Present
Greenwave Systems Inc August 2014 - November 2014
PricewaterhouseCoopers, LLP October 2010 - August 2014
McGladrey & Pullen 2007 - September 2010
Squar Milner Peterson October 2004 - June 2007
CBIZ/Conrad & Associates December 2003 - October 2004
Skills
SEC filings, Financial Reporting, US GAAP, Auditing, IFRS, Accounting, Financial Accounting, Revenue Recognition, Financial Statements, SOX 404, Public Companies, GAAP, Internal Controls, Sarbanes-Oxley Act, Assurance, Consolidation, General Ledger, Cash Flow, Mergers, CPA, Cost Accounting, External Audit, IPO, Big 4, Corporate Tax, Financial Audits, SEC Filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2004
Bachelors, Business, Concentration in Accounting
Rachel Rabinowitz (Goldner), CPA's McGladrey & Pullen Experience June 2008 - August 2009
Job Audit Supervisor, Commercial Services at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey November 2010 - October 2012
McGladrey & Pullen June 2008 - August 2009
Raich Ende Malter & Co., LLP October 2005 - June 2006
Skills
CPA, Financial Reporting, Auditing, Financial Statements, Accounting, US GAAP, SEC Filings, IPO, Internal Controls, Audits of Employee..., Student Recruiting, Caseware, General Ledger, Account Reconciliation, Risk Assessment, Microsoft Excel, PCAOB standards, GAAP, Accounts Payable
Education
Binghamton University Graduate School - School of Management 2009 — 2010
MS, Accounting, Summa Cum Laude
Binghamton University - School of Management 2006 — 2009
BS, Accounting, Summa Cum Laude
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey November 2010 - October 2012
McGladrey & Pullen June 2008 - August 2009
Raich Ende Malter & Co., LLP October 2005 - June 2006
Skills
CPA, Financial Reporting, Auditing, Financial Statements, Accounting, US GAAP, SEC Filings, IPO, Internal Controls, Audits of Employee..., Student Recruiting, Caseware, General Ledger, Account Reconciliation, Risk Assessment, Microsoft Excel, PCAOB standards, GAAP, Accounts Payable
Education
Binghamton University Graduate School - School of Management 2009 — 2010
MS, Accounting, Summa Cum Laude
Binghamton University - School of Management 2006 — 2009
BS, Accounting, Summa Cum Laude
Roger Tam, CPA, MSA Roger Tam, CPA, MSA's McGladrey & Pullen Experience August 2005 - June 2008
Job Senior Auditor at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2014 - Present
Russell Brier & Company August 2013 - December 2014
NAAAP Boston November 2011 - December 2014
Russell Brier & Company October 2008 - December 2014
McGladrey & Pullen August 2005 - June 2008
Gillette company 2003 - 2004
Skills
Auditing, Budgets, Accounting, Internal Audit, Tax, Project Management, Event Management, Corporate Events, Assurance, Leadership
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA, Master in the Science of Accounting
Northeastern University 2000 — 2005
Bachelor, Accounting AND Finance
Boston Latin School
CliftonLarsonAllen December 2014 - Present
Russell Brier & Company August 2013 - December 2014
NAAAP Boston November 2011 - December 2014
Russell Brier & Company October 2008 - December 2014
McGladrey & Pullen August 2005 - June 2008
Gillette company 2003 - 2004
Skills
Auditing, Budgets, Accounting, Internal Audit, Tax, Project Management, Event Management, Corporate Events, Assurance, Leadership
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA, Master in the Science of Accounting
Northeastern University 2000 — 2005
Bachelor, Accounting AND Finance
Boston Latin School
David Tenney David Tenney's McGladrey & Pullen Experience 1999 - 2001
Job Chief Financial Officer, Silicon Border Development
Industry Financial Services
Experience
Silicon Border Development July 2004 - Present
David P. Tenney & Associates January 2002 - Present
FOREMAN® Products January 2012 - Present
MFitness / МФитнес January 2012 - Present
Golden Healthcare LLC 2012 - 2014
PKF,LLP December 2001 - December 2002
McGladrey & Pullen 1999 - 2001
Pro Kennex 1997 - 1999
FPA Medical Management 1996 - 1997
Arthur Andersen 1995 - 1996
Skills
Financial Analysis, Mergers & Acquisitions, Customer Service, Investor Relations, Due Diligence, Business Development, Real Estate, Entrepreneurship, IPO, International Business, Business Planning, Management Consulting, Financial Modeling, Accounting, Business Strategy, Negotiation, Strategy, Real Estate Development, New Business Development, Start-ups, Corporate Finance, Financial Reporting, Executive Management
Education
Brigham Young University 1983 — 1990
Bachelor of Science, Accounting
University of Nevada-Las Vegas 1993 — 1994
Courses, Masters of Business Administration
Silicon Border Development July 2004 - Present
David P. Tenney & Associates January 2002 - Present
FOREMAN® Products January 2012 - Present
MFitness / МФитнес January 2012 - Present
Golden Healthcare LLC 2012 - 2014
PKF,LLP December 2001 - December 2002
McGladrey & Pullen 1999 - 2001
Pro Kennex 1997 - 1999
FPA Medical Management 1996 - 1997
Arthur Andersen 1995 - 1996
Skills
Financial Analysis, Mergers & Acquisitions, Customer Service, Investor Relations, Due Diligence, Business Development, Real Estate, Entrepreneurship, IPO, International Business, Business Planning, Management Consulting, Financial Modeling, Accounting, Business Strategy, Negotiation, Strategy, Real Estate Development, New Business Development, Start-ups, Corporate Finance, Financial Reporting, Executive Management
Education
Brigham Young University 1983 — 1990
Bachelor of Science, Accounting
University of Nevada-Las Vegas 1993 — 1994
Courses, Masters of Business Administration
Paul Otterstrom, CPA Paul Otterstrom, CPA's McGladrey & Pullen Experience June 2006 - August 2006
Job Supply Chain Finance Manager at Nexeo Solutions, LLC
Industry Plastics
Experience
Nexeo Solutions, LLC May 2015 - Present
Boart Longyear February 2014 - May 2015
Boart Longyear December 2014 - January 2015
Paul's PHP, Inc. April 2006 - December 2014
Boart Longyear June 2013 - February 2014
Boart Longyear February 2012 - June 2013
Boart Longyear June 2010 - February 2012
Boart Longyear August 2009 - June 2010
Tanner LC June 2007 - August 2009
McGladrey & Pullen June 2006 - August 2006
Skills
Valedictorian, JavaScript, HTML, CSS, PHP, Java, C++, MySQL, PL/SQL, Excel, Microsoft Excel, Change Management, Forecasting, Management, Accounting, Microsoft Office, Oracle, Business Intelligence, Training, Business Analysis, ERP, Analysis, Project Planning, Data Analysis, Financial Reporting, Access, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Analysis, Account Reconciliation, Payroll, Process Improvement, Budgets, US GAAP, Financial Accounting, Team Leadership, Business Process..., SEC filings, Revenue Recognition, CPA, Finance, Cost Accounting, Financial Modeling, Financial Audits, SEC Filings
Education
Brigham Young University 2006 — 2008
Master's Degree, Accounting
Brigham Young University 2000 — 2008
Bachelor's degree, Accounting
Mead Senior High School 1997 — 2000
High School Diploma, Valedictorian
Nexeo Solutions, LLC May 2015 - Present
Boart Longyear February 2014 - May 2015
Boart Longyear December 2014 - January 2015
Paul's PHP, Inc. April 2006 - December 2014
Boart Longyear June 2013 - February 2014
Boart Longyear February 2012 - June 2013
Boart Longyear June 2010 - February 2012
Boart Longyear August 2009 - June 2010
Tanner LC June 2007 - August 2009
McGladrey & Pullen June 2006 - August 2006
Skills
Valedictorian, JavaScript, HTML, CSS, PHP, Java, C++, MySQL, PL/SQL, Excel, Microsoft Excel, Change Management, Forecasting, Management, Accounting, Microsoft Office, Oracle, Business Intelligence, Training, Business Analysis, ERP, Analysis, Project Planning, Data Analysis, Financial Reporting, Access, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Analysis, Account Reconciliation, Payroll, Process Improvement, Budgets, US GAAP, Financial Accounting, Team Leadership, Business Process..., SEC filings, Revenue Recognition, CPA, Finance, Cost Accounting, Financial Modeling, Financial Audits, SEC Filings
Education
Brigham Young University 2006 — 2008
Master's Degree, Accounting
Brigham Young University 2000 — 2008
Bachelor's degree, Accounting
Mead Senior High School 1997 — 2000
High School Diploma, Valedictorian
Cailyn Reed's McGladrey & Pullen Experience October 2006 - August 2008
Job Fiscal Affairs Coordinator, School for Social Work at Smith College
Industry Accounting
Experience
Smith College April 2012 - Present
PricewaterhouseCoopers November 2010 - April 2012
Meyers Brothers Kalicka, P.C. September 2008 - November 2010
McGladrey & Pullen October 2006 - August 2008
Skills
Auditing, US GAAP, CPA, Financial Statements, QuickBooks, Payroll, Budgets, Accounting, Accounts Payable
Education
Boston College - Carroll School of Management 2007 — 2008
Masters of Science, Accounting
Suffolk University - Sawyer School of Management 2003 — 2006
Bachelors of Science, Accounting
Smith College April 2012 - Present
PricewaterhouseCoopers November 2010 - April 2012
Meyers Brothers Kalicka, P.C. September 2008 - November 2010
McGladrey & Pullen October 2006 - August 2008
Skills
Auditing, US GAAP, CPA, Financial Statements, QuickBooks, Payroll, Budgets, Accounting, Accounts Payable
Education
Boston College - Carroll School of Management 2007 — 2008
Masters of Science, Accounting
Suffolk University - Sawyer School of Management 2003 — 2006
Bachelors of Science, Accounting
David Gill John MTax's McGladrey & Pullen Experience September 2001 - June 2003
Job Executive Tax Recruiter
Industry Accounting
Experience
Executive Tax Talent January 2012 - Present
Self - Employed November 2007 - December 2011
United Care Pharmacies LLC October 2005 - October 2007
Caterpillar Inc. July 2003 - August 2005
McGladrey & Pullen September 2001 - June 2003
KPMG May 1998 - June 2001
Skills
Transfer Pricing, Subpart F, International Tax, Litigation Support, Research, Corporate Tax, Partnership Taxation, Reorganisation, Consolidated Returns, Tax Law, GAAP, VAT, Auditing, Finance, Tax Research, Tax Accounting, Corporate Law, Tax, Accounting, Income Tax
Education
University of Denver - Sturm College of Law 1996 — 1997
Masters, Taxation
Le Moyne College 1991 — 1993
Bachelors, Accounting, Economics
Cazenovia College 1989 — 1991
Associates, Accounting
Executive Tax Talent January 2012 - Present
Self - Employed November 2007 - December 2011
United Care Pharmacies LLC October 2005 - October 2007
Caterpillar Inc. July 2003 - August 2005
McGladrey & Pullen September 2001 - June 2003
KPMG May 1998 - June 2001
Skills
Transfer Pricing, Subpart F, International Tax, Litigation Support, Research, Corporate Tax, Partnership Taxation, Reorganisation, Consolidated Returns, Tax Law, GAAP, VAT, Auditing, Finance, Tax Research, Tax Accounting, Corporate Law, Tax, Accounting, Income Tax
Education
University of Denver - Sturm College of Law 1996 — 1997
Masters, Taxation
Le Moyne College 1991 — 1993
Bachelors, Accounting, Economics
Cazenovia College 1989 — 1991
Associates, Accounting
Aaron Pingle Aaron Pingle's McGladrey & Pullen Experience September 2006 - December 2010
Job Financial Reporting Manager at TRI Pointe Homes LLC.
Industry Accounting
Experience
TRI Pointe Homes LLC. May 2014 - Present
sTec, Inc. March 2013 - March 2014
Spectrum Group International November 2011 - March 2013
La Jolla Group LLC December 2010 - November 2011
McGladrey & Pullen September 2006 - December 2010
Education
Cleveland State University 2004 — 2006
Masters, Accountancy
Bowling Green State University 1998 — 2002
Bachelors, Sport Management/Marketing
Anthony Wayne High School 1994 — 1998
TRI Pointe Homes LLC. May 2014 - Present
sTec, Inc. March 2013 - March 2014
Spectrum Group International November 2011 - March 2013
La Jolla Group LLC December 2010 - November 2011
McGladrey & Pullen September 2006 - December 2010
Education
Cleveland State University 2004 — 2006
Masters, Accountancy
Bowling Green State University 1998 — 2002
Bachelors, Sport Management/Marketing
Anthony Wayne High School 1994 — 1998
Christien Fitri Christien Fitri's McGladrey & Pullen Experience June 2006 - January 2009
Job Controller at TELACU Residential Management
Industry Accounting
Experience
TELACU Residential Management January 2014 - Present
Vicenti, Lloyd & Stutzman February 2009 - January 2014
McGladrey & Pullen June 2006 - January 2009
American Express Tax Business Service November 2004 - May 2006
Kor Realty Group November 2001 - November 2004
Casden Properties LLC April 2000 - October 2001
Skills
Accounting, Investment Properties, Budgets, Financial Reporting, CPA, Auditing, GAAP, Financial Accounting, General Ledger, Financial Analysis, US GAAP, QuickBooks, Tax Preparation, Account Reconciliation, Financial Audits, External Audit, Variance Analysis, Internal Controls, Financial Statements, Assurance, Payroll, Accounts Receivable, Accounts Payable, Revenue Recognition, Managerial Finance, Cash Flow, Cash Management, Bookkeeping, Leadership, Tax
Education
California State University-Los Angeles 1996 — 1998
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
TELACU Residential Management January 2014 - Present
Vicenti, Lloyd & Stutzman February 2009 - January 2014
McGladrey & Pullen June 2006 - January 2009
American Express Tax Business Service November 2004 - May 2006
Kor Realty Group November 2001 - November 2004
Casden Properties LLC April 2000 - October 2001
Skills
Accounting, Investment Properties, Budgets, Financial Reporting, CPA, Auditing, GAAP, Financial Accounting, General Ledger, Financial Analysis, US GAAP, QuickBooks, Tax Preparation, Account Reconciliation, Financial Audits, External Audit, Variance Analysis, Internal Controls, Financial Statements, Assurance, Payroll, Accounts Receivable, Accounts Payable, Revenue Recognition, Managerial Finance, Cash Flow, Cash Management, Bookkeeping, Leadership, Tax
Education
California State University-Los Angeles 1996 — 1998
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Richard Huffman Richard Huffman's McGladrey & Pullen Experience 2000 - 2004
Job Tax Partner at Wright Ford Young & Co.
Industry Accounting
Experience
Wright Ford Young & Co. January 2006 - Present
Diehl Evans & Co., LLP January 2005 - December 2005
McGladrey & Pullen 2000 - 2004
Value Resources, Inc. June 1995 - December 1999
Sierra-at-Tahoe November 1994 - April 1995
Skills
Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation, Auditing, GAAP, Internal Controls, Accounting, Financial Reporting, International Tax, SEC filings, Estate Tax Planning, High Net Worth..., Financial Accounting, General Ledger, Tax Advisory, Tax Research, FIN 48, US GAAP, Partnership Taxation, CPA, Business Tax Planning, Tax Returns
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
Masters of Taxation, Accounting & Taxation
California State University-Fullerton 1997 — 1999
BS, Accounting
Wright Ford Young & Co. January 2006 - Present
Diehl Evans & Co., LLP January 2005 - December 2005
McGladrey & Pullen 2000 - 2004
Value Resources, Inc. June 1995 - December 1999
Sierra-at-Tahoe November 1994 - April 1995
Skills
Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation, Auditing, GAAP, Internal Controls, Accounting, Financial Reporting, International Tax, SEC filings, Estate Tax Planning, High Net Worth..., Financial Accounting, General Ledger, Tax Advisory, Tax Research, FIN 48, US GAAP, Partnership Taxation, CPA, Business Tax Planning, Tax Returns
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
Masters of Taxation, Accounting & Taxation
California State University-Fullerton 1997 — 1999
BS, Accounting
Jon L. Hughes, CPA's McGladrey & Pullen Experience November 2007 - November 2009
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2011 - Present
Sullivan and Folan, LLC November 2009 - December 2011
McGladrey & Pullen November 2007 - November 2009
Thevenin, Lynch, Bienvenue CPA January 2007 - October 2007
TechTarget April 2005 - January 2007
Skills
Small Business..., Accounting, Auditing, Internal Controls, Public Speaking, GAAP, CPA, Manufacturing, Distributors, Construction, Tax, Financial Audits, US GAAP, Assurance, Accounts Receivable, Financial Accounting, Management, Financial Analysis, Financial Reporting, Finance, QuickBooks, Income Tax, Financial Statements, Budgets
Education
Bridgewater State University 2006 — 2008
M.S.M., Accounting
Bridgewater State University 2003 — 2005
B.S., Accounting
South Shore Charter School
South Shore Charter School
CliftonLarsonAllen October 2011 - Present
Sullivan and Folan, LLC November 2009 - December 2011
McGladrey & Pullen November 2007 - November 2009
Thevenin, Lynch, Bienvenue CPA January 2007 - October 2007
TechTarget April 2005 - January 2007
Skills
Small Business..., Accounting, Auditing, Internal Controls, Public Speaking, GAAP, CPA, Manufacturing, Distributors, Construction, Tax, Financial Audits, US GAAP, Assurance, Accounts Receivable, Financial Accounting, Management, Financial Analysis, Financial Reporting, Finance, QuickBooks, Income Tax, Financial Statements, Budgets
Education
Bridgewater State University 2006 — 2008
M.S.M., Accounting
Bridgewater State University 2003 — 2005
B.S., Accounting
South Shore Charter School
South Shore Charter School
Jeff Myers Jeff Myers's McGladrey & Pullen Experience 2005 - 2007
Job Accounting and Audit Partner at Wright Ford Young & Company
Industry Accounting
Experience
Wright Ford Young & Company January 2007 - Present
McGladrey & Pullen 2005 - 2007
Corbin & Wertz 2001 - 2005
Kushner Smith Joanou & Gregson 1995 - 2001
Skills
Auditing, GAAP, SEC filings, Internal Controls, Financial Reporting, Accounting, CPA, Income Tax, Financial Analysis, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Accounting, Tax Preparation, Tax, Partnership Taxation, Tax Returns, US GAAP, Tax Advisory, Assurance, Revenue Recognition, Financial Statements, Financial Accounting, Forensic Accounting, Business Tax Planning, Tax Research, General Ledger, Consolidation, Sarbanes-Oxley Act, ProSystem fx Tax, S Corporations, QuickBooks, External Audit, Sarbanes-Oxley, Big 4, Account Reconciliation, SEC Filings, Due Diligence
Education
California State University-Fullerton 1990 — 1994
Bachelor of Science, Business Administration with an emphasis in Accounting
Wright Ford Young & Company January 2007 - Present
McGladrey & Pullen 2005 - 2007
Corbin & Wertz 2001 - 2005
Kushner Smith Joanou & Gregson 1995 - 2001
Skills
Auditing, GAAP, SEC filings, Internal Controls, Financial Reporting, Accounting, CPA, Income Tax, Financial Analysis, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Accounting, Tax Preparation, Tax, Partnership Taxation, Tax Returns, US GAAP, Tax Advisory, Assurance, Revenue Recognition, Financial Statements, Financial Accounting, Forensic Accounting, Business Tax Planning, Tax Research, General Ledger, Consolidation, Sarbanes-Oxley Act, ProSystem fx Tax, S Corporations, QuickBooks, External Audit, Sarbanes-Oxley, Big 4, Account Reconciliation, SEC Filings, Due Diligence
Education
California State University-Fullerton 1990 — 1994
Bachelor of Science, Business Administration with an emphasis in Accounting
Jeff Rocha Jeff Rocha's McGladrey & Pullen Experience 1999 - 2003
Job Controller at Direct Federal Credit Union
Industry Banking
Experience
Direct Federal Credit Union November 2006 - Present
NationsHeritage Federal Credit Union August 2003 - November 2006
McGladrey & Pullen 1999 - 2003
Education
Bryant University 1995 — 1999
Direct Federal Credit Union November 2006 - Present
NationsHeritage Federal Credit Union August 2003 - November 2006
McGladrey & Pullen 1999 - 2003
Education
Bryant University 1995 — 1999
Bradley Gdowski's McGladrey & Pullen Experience July 1999 - May 2001
Job Chief Financial Officer at Avgeris and Associates Inc.
Industry Real Estate
Experience
Avgeris and Associates Inc. January 2010 - Present
Avgeris and Associates, Inc May 2001 - January 2010
McGladrey & Pullen July 1999 - May 2001
Skills
Strategic Planning, Mergers, Budgets, Real Estate, Financial Analysis, Contract Negotiation, Financial Reporting, Due Diligence, Accounting, Internal Controls, Financial Modeling, Forecasting
Education
Bradley University 1996 — 1999
B.S., Accounting
Avgeris and Associates Inc. January 2010 - Present
Avgeris and Associates, Inc May 2001 - January 2010
McGladrey & Pullen July 1999 - May 2001
Skills
Strategic Planning, Mergers, Budgets, Real Estate, Financial Analysis, Contract Negotiation, Financial Reporting, Due Diligence, Accounting, Internal Controls, Financial Modeling, Forecasting
Education
Bradley University 1996 — 1999
B.S., Accounting
Michael Silvio, CPA Michael Silvio, CPA's McGladrey & Pullen Experience January 1990 - October 2007
Job Director of Tax Services at Hall & Company CPAs
Industry Accounting
Experience
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Sandy Diegel Sandy Diegel's McGladrey & Pullen Experience 1985 - 1988
Job CEO at John T. Vucurevich Foundation
Industry Philanthropy
Experience
John T Vucurevich Foundation February 2007 - Present
Behavior Management Systems September 1988 - February 2007
McGladrey & Pullen 1985 - 1988
Skills
Non-profits, Fundraising, Nonprofits, Leadership, Grants, Strategic Planning, Community Outreach, Government, Leadership Development, Grant Writing, Program Development, Community Development, Board Development, Public Speaking, Public Relations, Small Business, Event Planning, Philanthropy, Non-profit..., Policy, Program Evaluation, Event Management, Public Policy
Education
Black Hills State University
BS, Business-Accounting
John T Vucurevich Foundation February 2007 - Present
Behavior Management Systems September 1988 - February 2007
McGladrey & Pullen 1985 - 1988
Skills
Non-profits, Fundraising, Nonprofits, Leadership, Grants, Strategic Planning, Community Outreach, Government, Leadership Development, Grant Writing, Program Development, Community Development, Board Development, Public Speaking, Public Relations, Small Business, Event Planning, Philanthropy, Non-profit..., Policy, Program Evaluation, Event Management, Public Policy
Education
Black Hills State University
BS, Business-Accounting
Joe Rumley Joe Rumley's McGladrey & Pullen Experience 2008 - April 2010
Job Chief Financial Officer at Limoneira Company
Industry Accounting
Experience
Limoneira Company June 2010 - Present
McGladrey & Pullen 2008 - April 2010
Grant Thornton 2005 - 2008
Deloitte & Touche LLP 1996 - 2004
Skills
External Audit, Financial Reporting, Financial Accounting, SEC filings, Internal Controls, SOX Compliancy, Board Governance, Board of Director..., Financial Modeling, Private Equity, Strategic Financial..., Helping Clients Succeed, Professional..., Non-profit Boards, CPA, US GAAP, MBA, Public Equity Offerings
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
California State University-Northridge
BS, Accounting
UCLA Anderson School of Management 2012 — 2012
Director Education and Certification Program
Limoneira Company June 2010 - Present
McGladrey & Pullen 2008 - April 2010
Grant Thornton 2005 - 2008
Deloitte & Touche LLP 1996 - 2004
Skills
External Audit, Financial Reporting, Financial Accounting, SEC filings, Internal Controls, SOX Compliancy, Board Governance, Board of Director..., Financial Modeling, Private Equity, Strategic Financial..., Helping Clients Succeed, Professional..., Non-profit Boards, CPA, US GAAP, MBA, Public Equity Offerings
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
California State University-Northridge
BS, Accounting
UCLA Anderson School of Management 2012 — 2012
Director Education and Certification Program
Gina Harkness, CPA Gina Harkness, CPA's McGladrey & Pullen Experience February 2010 - April 2010
Job Gina Harkness, CPA
Industry Accounting
Experience
Legacy Professionals LLP January 2011 - Present
Heyl, Royster, Voelker & Allen October 2009 - December 2010
Bradley University Student Activities Office November 2007 - December 2010
McGladrey & Pullen February 2010 - April 2010
Martin & Shadid, CPAs, PC June 2009 - August 2009
Martin & Shadid, CPAs, PC January 2009 - April 2009
Skills
CPA, GAAP, Financial Statements, Audits of Employee..., ProSystem fx Tax, Auditing, Financial Audits
Education
Bradley University 2006 — 2010
Master's degree, Accounting
Bradley University 2006 — 2010
Bachelor of Science (BS), Accounting
Legacy Professionals LLP January 2011 - Present
Heyl, Royster, Voelker & Allen October 2009 - December 2010
Bradley University Student Activities Office November 2007 - December 2010
McGladrey & Pullen February 2010 - April 2010
Martin & Shadid, CPAs, PC June 2009 - August 2009
Martin & Shadid, CPAs, PC January 2009 - April 2009
Skills
CPA, GAAP, Financial Statements, Audits of Employee..., ProSystem fx Tax, Auditing, Financial Audits
Education
Bradley University 2006 — 2010
Master's degree, Accounting
Bradley University 2006 — 2010
Bachelor of Science (BS), Accounting
Christine Klaiber Christine Klaiber's McGladrey & Pullen Experience 1999 - 2010
Job Assurance Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
SS&G January 2011 - December 2014
McGladrey & Pullen 1999 - 2010
AGA Gas, Inc 1997 - 1999
Hausser + Taylor LLC 1992 - 1997
Skills
Financial Reporting, Assurance, Real Estate, Fixed Assets, Auditing, Accounting, Non-profits, Audit, Compliance, US GAAP, Small Business
Education
Bowling Green State University 1987 — 1992
BSBA and MBA, Business with a concentration in Accounting
BDO USA, LLP January 2015 - Present
SS&G January 2011 - December 2014
McGladrey & Pullen 1999 - 2010
AGA Gas, Inc 1997 - 1999
Hausser + Taylor LLC 1992 - 1997
Skills
Financial Reporting, Assurance, Real Estate, Fixed Assets, Auditing, Accounting, Non-profits, Audit, Compliance, US GAAP, Small Business
Education
Bowling Green State University 1987 — 1992
BSBA and MBA, Business with a concentration in Accounting
Jutta Gebauer Jutta Gebauer's McGladrey & Pullen Experience August 2002 - July 2006
Job VP of Accounting/Controller at Novatel Wireless
Industry Accounting
Experience
Novatel Wireless April 2014 - Present
JC Gebauer & Associates January 2007 - Present
Tatum, a Randstad Company December 2013 - March 2014
Acme Communications, Inc. 2007 - December 2013
QSI NextGen Healthcare 2007 - 2010
McGladrey & Pullen August 2002 - July 2006
Haskell & White 2006 - 2006
Arthur Andersen 1994 - 2002
Skills
Internal Controls, SEC filings, GAAP, Accounting, Sarbanes-Oxley Act, Financial Reporting, Tax, Internal Audit, US GAAP, Finance, Financial Analysis, Mergers & Acquisitions, CPA, Revenue Recognition, Auditing, Financial Accounting, Due Diligence, Executive Management, Budgets, Consolidation, Strategic Financial..., Tax Accounting, Cost Accounting, Corporate Finance, General Ledger, Corporate Tax, Financial Statements, Income Tax, Acquisition Integration, Tax Research, Variance Analysis, IFRS, Financial Modeling, Private Equity, Business Valuation, Fixed Assets, QuickBooks, Tax Preparation, Managerial Finance, Cash Flow, Financial Audits, SEC Filings, Financial Planning
Education
California State University-Fullerton 1992 — 1994
BA in Business Administration, Concentration in Accounting
Novatel Wireless April 2014 - Present
JC Gebauer & Associates January 2007 - Present
Tatum, a Randstad Company December 2013 - March 2014
Acme Communications, Inc. 2007 - December 2013
QSI NextGen Healthcare 2007 - 2010
McGladrey & Pullen August 2002 - July 2006
Haskell & White 2006 - 2006
Arthur Andersen 1994 - 2002
Skills
Internal Controls, SEC filings, GAAP, Accounting, Sarbanes-Oxley Act, Financial Reporting, Tax, Internal Audit, US GAAP, Finance, Financial Analysis, Mergers & Acquisitions, CPA, Revenue Recognition, Auditing, Financial Accounting, Due Diligence, Executive Management, Budgets, Consolidation, Strategic Financial..., Tax Accounting, Cost Accounting, Corporate Finance, General Ledger, Corporate Tax, Financial Statements, Income Tax, Acquisition Integration, Tax Research, Variance Analysis, IFRS, Financial Modeling, Private Equity, Business Valuation, Fixed Assets, QuickBooks, Tax Preparation, Managerial Finance, Cash Flow, Financial Audits, SEC Filings, Financial Planning
Education
California State University-Fullerton 1992 — 1994
BA in Business Administration, Concentration in Accounting
Benjamin Shifflet, CFE Benjamin Shifflet, CFE's McGladrey & Pullen Experience July 2008 - June 2012
Job Accounting Supervisor at Connections Education
Industry Accounting
Experience
Connections Education June 2012 - Present
McGladrey & Pullen July 2008 - June 2012
River Valley Transit May 2007 - August 2007
Textron May 2006 - August 2006
Education
Stevenson University 2008 — 2010
Master of Science
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science
Connections Education June 2012 - Present
McGladrey & Pullen July 2008 - June 2012
River Valley Transit May 2007 - August 2007
Textron May 2006 - August 2006
Education
Stevenson University 2008 — 2010
Master of Science
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science
Frederick (Eric) Hencken III, CPA's McGladrey & Pullen Experience September 2001 - October 2008
Job Director, Financial Planning and Analysis at Custom Sensors & Technologies
Industry Accounting
Experience
Custom Sensors & Technologies January 2013 - Present
THQ October 2008 - December 2012
McGladrey & Pullen September 2001 - October 2008
Skills
Sarbanes-Oxley Act, SEC filings, Financial Reporting, Internal Controls, Hyperion Enterprise, GAAP, Essbase, Accounting, Financial Analysis, Auditing, Revenue Recognition, Variance Analysis, Financial Accounting, Internal Audit, US GAAP, Forecasting, Hyperion Planning, SAP, Financial Modeling, Mergers & Acquisitions, General Ledger, Accounts Payable, Finance
Education
California State University-Long Beach 1997 — 2001
BS, Business, Accounting
West Torrance High School 1993 — 1997
Custom Sensors & Technologies January 2013 - Present
THQ October 2008 - December 2012
McGladrey & Pullen September 2001 - October 2008
Skills
Sarbanes-Oxley Act, SEC filings, Financial Reporting, Internal Controls, Hyperion Enterprise, GAAP, Essbase, Accounting, Financial Analysis, Auditing, Revenue Recognition, Variance Analysis, Financial Accounting, Internal Audit, US GAAP, Forecasting, Hyperion Planning, SAP, Financial Modeling, Mergers & Acquisitions, General Ledger, Accounts Payable, Finance
Education
California State University-Long Beach 1997 — 2001
BS, Business, Accounting
West Torrance High School 1993 — 1997
Barron McLemore Barron McLemore's McGladrey & Pullen Experience 2010 - 2013
Job CFO Inland Counties Management
Industry Accounting
Experience
McGladrey & Pullen 2010 - 2013
California Baptist University September 2009 - May 2010
Skills
Financial Institutions, Financial Audits, Auditing, Compliance Testing
Education
California Baptist University 2006 — 2010
BS, Accounting
McGladrey & Pullen 2010 - 2013
California Baptist University September 2009 - May 2010
Skills
Financial Institutions, Financial Audits, Auditing, Compliance Testing
Education
California Baptist University 2006 — 2010
BS, Accounting
Hal Gollos Hal Gollos's McGladrey & Pullen Experience June 2011 - May 2012
Job Director, Contract Administration at American Association of Motor Vehicle Administrators
Industry Financial Services
Experience
American Association of Motor Vehicle Administrators May 2012 - Present
NCURA 1990 - November 2012
McGladrey & Pullen June 2011 - May 2012
The George Washington University August 2005 - April 2011
Children's Hospital of Pittsburgh June 2004 - August 2005
University of Pittsburgh Medical Center November 2000 - May 2004
Pacific Graduate School of Psychology 1998 - November 2000
Stanford University, Department of Microbiology & Immunology April 1992 - August 1998
Stanford University, Department of Radiology January 1986 - April 1992
Skills
Federal Regulations, Contract Management, Grants, Contract Negotiation, Facilities Management, Non-profits, Policy Analysis, Community Outreach, Program Evaluation, Research, Public Speaking, Higher Education, Government, Policy, Volunteer Management, Proposal Writing, Budgets, Financial Analysis, Financial Reporting, Accounting, Training, Management, Leadership, Program Management, Nonprofits
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Finance
California State University-Chico 1980 — 1981
Business/Commerce, General
American Association of Motor Vehicle Administrators May 2012 - Present
NCURA 1990 - November 2012
McGladrey & Pullen June 2011 - May 2012
The George Washington University August 2005 - April 2011
Children's Hospital of Pittsburgh June 2004 - August 2005
University of Pittsburgh Medical Center November 2000 - May 2004
Pacific Graduate School of Psychology 1998 - November 2000
Stanford University, Department of Microbiology & Immunology April 1992 - August 1998
Stanford University, Department of Radiology January 1986 - April 1992
Skills
Federal Regulations, Contract Management, Grants, Contract Negotiation, Facilities Management, Non-profits, Policy Analysis, Community Outreach, Program Evaluation, Research, Public Speaking, Higher Education, Government, Policy, Volunteer Management, Proposal Writing, Budgets, Financial Analysis, Financial Reporting, Accounting, Training, Management, Leadership, Program Management, Nonprofits
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Finance
California State University-Chico 1980 — 1981
Business/Commerce, General
Corey Rizuto Corey Rizuto's McGladrey & Pullen Experience September 2007 - July 2012
Job Auditor
Industry Accounting
Experience
Automobile Club of Southern California August 2012 - Present
McGladrey & Pullen September 2007 - July 2012
Thales-Raytheon Systems September 2005 - May 2007
Skills
Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, US GAAP
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2007
Business Administration, Accounting
Automobile Club of Southern California August 2012 - Present
McGladrey & Pullen September 2007 - July 2012
Thales-Raytheon Systems September 2005 - May 2007
Skills
Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, US GAAP
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2005 — 2007
Business Administration, Accounting
FRANK HA FRANK HA's McGladrey & Pullen Experience January 2003 - June 2007
Job Global Tax Director at Callaway Golf
Industry Accounting
Experience
Callaway Golf March 2013 - Present
Deloitte June 2007 - March 2013
McGladrey & Pullen January 2003 - June 2007
Skills
Tax, Income Tax, CPA, Tax Accounting, International Tax, Corporate Tax, Tax Research, Tax Advisory, Corporate Law, FIN 48, IRS, US GAAP, Big 4, Transfer Pricing
Education
Golden Gate University 1999 — 2002
Master in Taxation, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1998
BA, Accounting and Management
Callaway Golf March 2013 - Present
Deloitte June 2007 - March 2013
McGladrey & Pullen January 2003 - June 2007
Skills
Tax, Income Tax, CPA, Tax Accounting, International Tax, Corporate Tax, Tax Research, Tax Advisory, Corporate Law, FIN 48, IRS, US GAAP, Big 4, Transfer Pricing
Education
Golden Gate University 1999 — 2002
Master in Taxation, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1996 — 1998
BA, Accounting and Management
Deanna Hernandez, CPA Deanna Hernandez, CPA's McGladrey & Pullen Experience 2006 - 2007
Job Controller at The Patrón Spirits Company
Industry Wine and Spirits
Experience
The Patrón Spirits Company July 2011 - Present
BDO USA, LLP August 2005 - June 2011
McGladrey & Pullen 2006 - 2007
Skills
SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Budgets, Auditing, Financial Reporting, Accounting, Revenue Recognition, Financial Accounting, General Ledger, CPA
Education
California State University-Northridge 1998 — 2004
BS, Accountancy
The Patrón Spirits Company July 2011 - Present
BDO USA, LLP August 2005 - June 2011
McGladrey & Pullen 2006 - 2007
Skills
SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Budgets, Auditing, Financial Reporting, Accounting, Revenue Recognition, Financial Accounting, General Ledger, CPA
Education
California State University-Northridge 1998 — 2004
BS, Accountancy
Michelle Metcalf Michelle Metcalf's McGladrey & Pullen Experience 1986 - 1991
Job VP of Finance at ONRAD, Inc.
Industry Accounting
Experience
ONRAD, Inc. September 2010 - Present
Republic Services Inc 1997 - 2009
Taormina Industries, LLC (Sold to Republic Services) 1995 - 1997
Ellis Paint Co., PRR, Shelburne Eqpt Co., Global Mgmt Co. 1994 - 1995
Metrix West Automotive Parts, Inc. 1991 - 1994
McGladrey & Pullen 1986 - 1991
Education
California State University-Fullerton 1981 — 1986
BA Business Administration, Concentration in Accounting
Savanna High School 1978 — 1981
ONRAD, Inc. September 2010 - Present
Republic Services Inc 1997 - 2009
Taormina Industries, LLC (Sold to Republic Services) 1995 - 1997
Ellis Paint Co., PRR, Shelburne Eqpt Co., Global Mgmt Co. 1994 - 1995
Metrix West Automotive Parts, Inc. 1991 - 1994
McGladrey & Pullen 1986 - 1991
Education
California State University-Fullerton 1981 — 1986
BA Business Administration, Concentration in Accounting
Savanna High School 1978 — 1981
John Misuraca, CPA John Misuraca, CPA's McGladrey & Pullen Experience 1984 - 1990
Job Partner at Avalon Advisors Inc.
Industry Financial Services
Experience
Avalon Advisors Inc. August 2007 - Present
u-Nav Microelectronics 2002 - 2005
McGladrey & Pullen 1984 - 1990
Smith Willis 1981 - 1984
Skills
Business valuations for..., Litigation Support
Education
California State University-Long Beach - College of Business Administration 1977 — 1980
B.S., Business Administration - Accounting Option
Avalon Advisors Inc. August 2007 - Present
u-Nav Microelectronics 2002 - 2005
McGladrey & Pullen 1984 - 1990
Smith Willis 1981 - 1984
Skills
Business valuations for..., Litigation Support
Education
California State University-Long Beach - College of Business Administration 1977 — 1980
B.S., Business Administration - Accounting Option
Jonathan Hefter's McGladrey & Pullen Experience July 2009 - February 2010
Job VicePresident / Corporate Controller at Damascus Community Bank
Industry Accounting
Experience
Damascus Community Bank September 2015 - Present
Arlington Community Federal Credit Union July 2010 - September 2015
McGladrey & Pullen July 2009 - February 2010
Moss Adams October 2006 - April 2009
Deloitte & Touche August 2004 - October 2006
Buchbinder Tunick & Company January 2004 - August 2004
AllianceBernstein February 1999 - November 2002
Skills
Financial Reporting, General Ledger, Account Reconciliation, Year End Close, Fixed Assets, Journal Entries, General Ledger..., Financial Accounting, Sensitivity Analysis, GAAP, Big 4, Credit Unions, Spreadsheets, Problem Solving, Year-end Close, Auditing, Tax, Corporate Tax, IFRS, Revenue Recognition, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Statements, Managerial Finance
Education
Pace University 2003 — 2004
MS
George Washington University 1996 — 1998
MBA
Bryant University 1988 — 1991
BS
Damascus Community Bank September 2015 - Present
Arlington Community Federal Credit Union July 2010 - September 2015
McGladrey & Pullen July 2009 - February 2010
Moss Adams October 2006 - April 2009
Deloitte & Touche August 2004 - October 2006
Buchbinder Tunick & Company January 2004 - August 2004
AllianceBernstein February 1999 - November 2002
Skills
Financial Reporting, General Ledger, Account Reconciliation, Year End Close, Fixed Assets, Journal Entries, General Ledger..., Financial Accounting, Sensitivity Analysis, GAAP, Big 4, Credit Unions, Spreadsheets, Problem Solving, Year-end Close, Auditing, Tax, Corporate Tax, IFRS, Revenue Recognition, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Statements, Managerial Finance
Education
Pace University 2003 — 2004
MS
George Washington University 1996 — 1998
MBA
Bryant University 1988 — 1991
BS
Helen Young Helen Young's McGladrey & Pullen Experience 1991 - Present
Job State and Local Tax Director at McGladrey
Industry Accounting
Experience
McGladrey & Pullen 1991 - Present
McGladrey LLP October 1991 - September 2012
KPMG January 1988 - October 1991
Burbank Unified School District September 1969 - June 1982
Skills
Multi-State Sales Tax, Tax, Income Tax, Corporate Tax, Tax Research, State Tax, Finance, CPA, Sales Tax
Education
California State University-Los Angeles 1987 — 1989
MBA, Emphasis in Tax Accounting
California State University-Los Angeles 1985 — 1988
Accounting Certificate
University of Oregon 1970 — 1970
National Science Foundation Grant in Computer Sciences
Notre Dame de Namur University 1963 — 1968
BA & secondary credentials, Chemistry & Math
McGladrey & Pullen 1991 - Present
McGladrey LLP October 1991 - September 2012
KPMG January 1988 - October 1991
Burbank Unified School District September 1969 - June 1982
Skills
Multi-State Sales Tax, Tax, Income Tax, Corporate Tax, Tax Research, State Tax, Finance, CPA, Sales Tax
Education
California State University-Los Angeles 1987 — 1989
MBA, Emphasis in Tax Accounting
California State University-Los Angeles 1985 — 1988
Accounting Certificate
University of Oregon 1970 — 1970
National Science Foundation Grant in Computer Sciences
Notre Dame de Namur University 1963 — 1968
BA & secondary credentials, Chemistry & Math
Alfredo Castillo Alfredo Castillo's McGladrey & Pullen Experience January 2006 - August 2010
Job Experienced Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2010 - Present
McGladrey & Pullen January 2006 - August 2010
Circuit City September 2001 - September 2005
Skills
Tax, Accounting, CPA, Tax Research, Income Tax, Corporate Tax, Tax Advisory, S Corporations, Tax Returns, Financial Reporting, International Tax, State Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Auditing, Financial Analysis, OneSource, US GAAP, Due Diligence
Education
California State University-Los Angeles 2001 — 2006
Bachelor of Science (B.S.), Accounting
Grant Thornton LLP August 2010 - Present
McGladrey & Pullen January 2006 - August 2010
Circuit City September 2001 - September 2005
Skills
Tax, Accounting, CPA, Tax Research, Income Tax, Corporate Tax, Tax Advisory, S Corporations, Tax Returns, Financial Reporting, International Tax, State Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Auditing, Financial Analysis, OneSource, US GAAP, Due Diligence
Education
California State University-Los Angeles 2001 — 2006
Bachelor of Science (B.S.), Accounting
Colbert, John's McGladrey & Pullen Experience November 1996 - May 2012
Job Former Partner at McGladrey & Pullen
Industry Accounting
Experience
RSM McGladrey, Inc 2000 - May 2012
McGladrey & Pullen November 1996 - May 2012
KPMG 1974 - 1982
Skills
GAAP, SEC filings, Auditing, Accounting, Internal Controls, CPA, US GAAP, Mergers & Acquisitions, Income Tax, Assurance, Financial Reporting, Forensic Accounting, Tax, Tax Research, Sarbanes-Oxley Act, Revenue Recognition, External Audit, Corporate Tax
Education
Boston College
BSBA, scl, Accounting
Roxbury Latin School
RSM McGladrey, Inc 2000 - May 2012
McGladrey & Pullen November 1996 - May 2012
KPMG 1974 - 1982
Skills
GAAP, SEC filings, Auditing, Accounting, Internal Controls, CPA, US GAAP, Mergers & Acquisitions, Income Tax, Assurance, Financial Reporting, Forensic Accounting, Tax, Tax Research, Sarbanes-Oxley Act, Revenue Recognition, External Audit, Corporate Tax
Education
Boston College
BSBA, scl, Accounting
Roxbury Latin School
Timothy J. Fadgen Timothy J. Fadgen's McGladrey & Pullen Experience September 1999 - December 2009
Job Owner, Timothy J. Fadgen, CPA
Industry Accounting
Experience
Timothy J. Fadgen, CPA December 2009 - Present
McGladrey & Pullen September 1999 - December 2009
Jerry Fadgen, CPA January 1997 - September 1999
Skills
Accounting, Tax Preparation, Small Business, CPA, Tax, GAAP, Financial Reporting, Income Tax, Tax Research, Corporate Tax, US GAAP, Financial Accounting
Education
Florida Atlantic University 1997 — 1998
Bachelors, Accounting
Broward College 1994 — 1996
Associates, Business
Timothy J. Fadgen, CPA December 2009 - Present
McGladrey & Pullen September 1999 - December 2009
Jerry Fadgen, CPA January 1997 - September 1999
Skills
Accounting, Tax Preparation, Small Business, CPA, Tax, GAAP, Financial Reporting, Income Tax, Tax Research, Corporate Tax, US GAAP, Financial Accounting
Education
Florida Atlantic University 1997 — 1998
Bachelors, Accounting
Broward College 1994 — 1996
Associates, Business
Steph Gronau's McGladrey & Pullen Experience September 1998 - March 2003
Job Senior Finance Analyst at Pioneer HiBred International
Industry Farming
Experience
Pioneer Hi-Bred International January 2007 - Present
Wells Fargo Financial March 2003 - January 2007
McGladrey & Pullen September 1998 - March 2003
Skills
Accounting, Budgeting, Forecasting, Analysis, Planning, Financial Reporting, Financial Analysis, Essbase, Microsoft Office, SAP, Cash Flow, Variance Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Budgets, Internal Controls, Finance, Strategic Financial..., Hyperion Enterprise, Cost Accounting, Financial Modeling, Internal Audit, Accounts Receivable
Education
Buena Vista University 1994 — 1998
B.A., Accounting
Denison High School 1990 — 1994
Pioneer Hi-Bred International January 2007 - Present
Wells Fargo Financial March 2003 - January 2007
McGladrey & Pullen September 1998 - March 2003
Skills
Accounting, Budgeting, Forecasting, Analysis, Planning, Financial Reporting, Financial Analysis, Essbase, Microsoft Office, SAP, Cash Flow, Variance Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Budgets, Internal Controls, Finance, Strategic Financial..., Hyperion Enterprise, Cost Accounting, Financial Modeling, Internal Audit, Accounts Receivable
Education
Buena Vista University 1994 — 1998
B.A., Accounting
Denison High School 1990 — 1994
Amanda Bechen, CPA Amanda Bechen, CPA's McGladrey & Pullen Experience January 1998 - April 1998
Job CPA/Owner/Founder
Industry Accounting
Experience
Amanda Bechen CPA May 2012 - Present
Bures & Associates, P.C. March 2011 - April 2012
Ketel Thorstenson, LLP August 1998 - March 2011
McGladrey & Pullen January 1998 - April 1998
Skills
Non-profits, Small Business, Accounting, Assurance, Income Tax, Management Consulting, Corporate Tax, CPA, Tax, Auditing, Bookkeeping, Financial Reporting, Financial Analysis, Payroll, GAAP, QuickBooks, Tax Returns, Tax Preparation, Fixed Assets, Start-ups, Budgets, Accounts Payable, Internal Controls, Financial Statements, Organizational..., Community Outreach, Rural Community..., General Ledger, Cash Flow, Partnership Taxation, Accounts Receivable, Financial Accounting, Account Reconciliation, US GAAP, Strategic Financial..., Employee Benefits, Tax Accounting, Nonprofits, Finance, Tax Advisory, S Corporations, Journal Entries, Tax Research, Cash Management, Revenue Recognition
Education
Black Hills State University 1994 — 1998
BS (2), Accounting; Business Administration
Amanda Bechen CPA May 2012 - Present
Bures & Associates, P.C. March 2011 - April 2012
Ketel Thorstenson, LLP August 1998 - March 2011
McGladrey & Pullen January 1998 - April 1998
Skills
Non-profits, Small Business, Accounting, Assurance, Income Tax, Management Consulting, Corporate Tax, CPA, Tax, Auditing, Bookkeeping, Financial Reporting, Financial Analysis, Payroll, GAAP, QuickBooks, Tax Returns, Tax Preparation, Fixed Assets, Start-ups, Budgets, Accounts Payable, Internal Controls, Financial Statements, Organizational..., Community Outreach, Rural Community..., General Ledger, Cash Flow, Partnership Taxation, Accounts Receivable, Financial Accounting, Account Reconciliation, US GAAP, Strategic Financial..., Employee Benefits, Tax Accounting, Nonprofits, Finance, Tax Advisory, S Corporations, Journal Entries, Tax Research, Cash Management, Revenue Recognition
Education
Black Hills State University 1994 — 1998
BS (2), Accounting; Business Administration
Christopher Durken Christopher Durken's McGladrey & Pullen Experience November 2007 - February 2011
Job Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche February 2011 - Present
McGladrey & Pullen November 2007 - February 2011
Feeley & Driscoll, P.C. November 2003 - November 2007
Skills
Private Equity, Financial Services, Professional Services, Employee Benefits, Construction, US GAAP, Accounting, SEC filings, Auditing, Financial Reporting, CPA, Internal Controls, GAAP, Tax, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, Finance
Isenberg School of Management, UMass Amherst 2003 — 2004
MSA, Accounting
Isenberg School of Management, UMass Amherst 1998 — 2003
BBA, Accounting
Deloitte & Touche February 2011 - Present
McGladrey & Pullen November 2007 - February 2011
Feeley & Driscoll, P.C. November 2003 - November 2007
Skills
Private Equity, Financial Services, Professional Services, Employee Benefits, Construction, US GAAP, Accounting, SEC filings, Auditing, Financial Reporting, CPA, Internal Controls, GAAP, Tax, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, Finance
Isenberg School of Management, UMass Amherst 2003 — 2004
MSA, Accounting
Isenberg School of Management, UMass Amherst 1998 — 2003
BBA, Accounting
Carl Merkle, CPA Carl Merkle, CPA's McGladrey & Pullen Experience January 2007 - January 2009
Job Assistant Controller at Wedge Management / Housing and Community Services Inc.
Industry Accounting
Experience
Wedge Management / Housing and Community Services Inc. August 2012 - Present
Families Forward 2008 - Present
Quantum Partners November 2009 - August 2012
Allen, Haight & Monaghan LLP 2009 - 2010
McGladrey & Pullen January 2007 - January 2009
US Securities and Exchange Commission January 2003 - January 2007
The Irvine Company October 2000 - April 2002
Paz & Associates 1997 - 2000
Ernst & Young 1983 - 1997
Kenneth Leventhal & Company 1983 - 1995
Skills
Litigation Support, GAAP, Start-ups, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Accounting, Real Estate Economics, Asset Managment, Mergers, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Auditing, Corporate Governance, Finance, Management, CPA, Budgets, Forecasting, Cash Management, Financial Statements, Banking, Financial Audits, Negotiation, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Credit, Accounts Receivable, Cash Flow, SEC filings, Managerial Finance, Forensic Accounting, Internal Audit, SEC Filings
Education
CBC Wise Counsel Class 2012 — 2012
California State University-Long Beach - College of Business Administration 1977 — 1979
B.S. in Business Administration, Emphasis in Accounting
Berean High
CBC Men's Quest Group
Wedge Management / Housing and Community Services Inc. August 2012 - Present
Families Forward 2008 - Present
Quantum Partners November 2009 - August 2012
Allen, Haight & Monaghan LLP 2009 - 2010
McGladrey & Pullen January 2007 - January 2009
US Securities and Exchange Commission January 2003 - January 2007
The Irvine Company October 2000 - April 2002
Paz & Associates 1997 - 2000
Ernst & Young 1983 - 1997
Kenneth Leventhal & Company 1983 - 1995
Skills
Litigation Support, GAAP, Start-ups, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Accounting, Real Estate Economics, Asset Managment, Mergers, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Auditing, Corporate Governance, Finance, Management, CPA, Budgets, Forecasting, Cash Management, Financial Statements, Banking, Financial Audits, Negotiation, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Credit, Accounts Receivable, Cash Flow, SEC filings, Managerial Finance, Forensic Accounting, Internal Audit, SEC Filings
Education
CBC Wise Counsel Class 2012 — 2012
California State University-Long Beach - College of Business Administration 1977 — 1979
B.S. in Business Administration, Emphasis in Accounting
Berean High
CBC Men's Quest Group
Melissa (Hernandez) Lane Melissa (Hernandez) Lane's McGladrey & Pullen Experience November 2009 - November 2010
Job Senior Specialist, Global Compliance and Risk Management at Bare Escentuals
Industry Accounting
Experience
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
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
Jon Katz's McGladrey & Pullen Experience November 2009 - August 2010
Job Founder & Entrepreneur
Industry Internet
Experience
The Startup Ninjas September 2015 - Present
eDivv Inc. May 2013 - Present
Ektio August 2010 - Present
McGladrey & Pullen November 2009 - August 2010
Skills
Negotiation, Email Marketing, Social Media, Leadership, Sales, Marketing Strategy, Advertising, Direct Sales, Creative Direction, MAS500, Account Management, E-commerce, Marketing, Online Advertising, Strategy, Social Media Marketing, Journal Entries, CPA, Sales & Use Tax, Management, Fraud, Sports Marketing, Accounting, Strategic Planning
Education
NYU Stern School of Business 2011 — 2014
MBA, Marketing/Strategy
Binghamton University - School of Management 2005 — 2009
BS Accounting
The Startup Ninjas September 2015 - Present
eDivv Inc. May 2013 - Present
Ektio August 2010 - Present
McGladrey & Pullen November 2009 - August 2010
Skills
Negotiation, Email Marketing, Social Media, Leadership, Sales, Marketing Strategy, Advertising, Direct Sales, Creative Direction, MAS500, Account Management, E-commerce, Marketing, Online Advertising, Strategy, Social Media Marketing, Journal Entries, CPA, Sales & Use Tax, Management, Fraud, Sports Marketing, Accounting, Strategic Planning
Education
NYU Stern School of Business 2011 — 2014
MBA, Marketing/Strategy
Binghamton University - School of Management 2005 — 2009
BS Accounting
Patrick Vuong Patrick Vuong's McGladrey & Pullen Experience September 2004 - August 2005
Job Sr. Tax Manager at Avery Dennison
Industry Accounting
Experience
Avery Dennison February 2010 - Present
True Partners Consulting April 2008 - January 2010
Power & Twersky Business Management Group February 2008 - April 2008
RSM McGladrey September 2004 - December 2007
McGladrey & Pullen September 2004 - August 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, SEC filings, Tax, CPA, International Tax, US GAAP, Assurance, Tax Advisory, Tax Returns, Financial Reporting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Master, Taxation
University of California, Los Angeles 1998 — 2002
Bachelor, Business Economics
Avery Dennison February 2010 - Present
True Partners Consulting April 2008 - January 2010
Power & Twersky Business Management Group February 2008 - April 2008
RSM McGladrey September 2004 - December 2007
McGladrey & Pullen September 2004 - August 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Accounting, Accounting, Auditing, SEC filings, Tax, CPA, International Tax, US GAAP, Assurance, Tax Advisory, Tax Returns, Financial Reporting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Master, Taxation
University of California, Los Angeles 1998 — 2002
Bachelor, Business Economics
Mark Pitzi, CPA's McGladrey & Pullen Experience 2009 - November 2012
Job Realtor at Coldwell Banker
Industry Accounting
Experience
Coldwell Banker September 2015 - Present
Johnson O'Connor Feron & Carucci LLP December 2012 - Present
McGladrey & Pullen 2009 - November 2012
Feeley & Driscoll, P.C. October 2006 - October 2009
Skills
GAAP, Internal Controls, US GAAP, Accounting, Auditing, Financial Reporting, Financial Statements, Financial Accounting, General Ledger, Financial Analysis, Assurance, Revenue Recognition, Real Estate
Education
Bryant University 2002 — 2006
Bachelors, Accounting
Coldwell Banker September 2015 - Present
Johnson O'Connor Feron & Carucci LLP December 2012 - Present
McGladrey & Pullen 2009 - November 2012
Feeley & Driscoll, P.C. October 2006 - October 2009
Skills
GAAP, Internal Controls, US GAAP, Accounting, Auditing, Financial Reporting, Financial Statements, Financial Accounting, General Ledger, Financial Analysis, Assurance, Revenue Recognition, Real Estate
Education
Bryant University 2002 — 2006
Bachelors, Accounting
Bradley Boyd Bradley Boyd's McGladrey & Pullen Experience September 2007 - May 2010
Job Accounting Manager at AR Metallizing
Industry Accounting
Experience
AR Metallizing February 2014 - Present
Hasbro July 2010 - February 2014
McGladrey & Pullen September 2007 - May 2010
Skills
Accounting, Internal Controls, Auditing, US GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Process Improvement, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Financial Statements, SAP ERP, Revenue Recognition, Financial Risk, Key Performance..., Credit Control, Payroll, Cash Management, Risk Management, Inventory Management
Education
Bryant University 2003 — 2007
Bachelors of Science in Business Administration, Accounting Concentration, Applied Statistics Minor
Milford High School 1999 — 2003
AR Metallizing February 2014 - Present
Hasbro July 2010 - February 2014
McGladrey & Pullen September 2007 - May 2010
Skills
Accounting, Internal Controls, Auditing, US GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Process Improvement, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Financial Statements, SAP ERP, Revenue Recognition, Financial Risk, Key Performance..., Credit Control, Payroll, Cash Management, Risk Management, Inventory Management
Education
Bryant University 2003 — 2007
Bachelors of Science in Business Administration, Accounting Concentration, Applied Statistics Minor
Milford High School 1999 — 2003
J. Craig Johnson J. Craig Johnson's McGladrey & Pullen Experience November 1985 - February 1989
Job President and CEO of Heliae Technology Holdings, Inc.
Industry Executive Office
Experience
Heliae Technology Holdings, Inc. March 2011 - Present
Armor Designs, Inc. January 2009 - March 2011
B2B CFO June 2008 - December 2008
Global Entertainment Corporation March 2004 - May 2008
Encompass Electrical Technologies February 2002 - October 2003
ServiceMaster April 1990 - December 2001
McGladrey & Pullen November 1985 - February 1989
Skills
Treasury Management, Treasury, Sarbanes-Oxley, Due Diligence, Forecasting, Operations Management, Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Acquisition Integration, Cash Flow, IPO, Capital Budgeting, Business Strategy, Banking Relationships, Revenue Recognition, Accounting, CPA, Cost Accounting, Restructuring
Education
California State University-Fullerton 1980 — 1985
B.A., Business, Accounting
Executive MBA
MBA Equivalent, Business Administration and Management, General
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Heliae Technology Holdings, Inc. March 2011 - Present
Armor Designs, Inc. January 2009 - March 2011
B2B CFO June 2008 - December 2008
Global Entertainment Corporation March 2004 - May 2008
Encompass Electrical Technologies February 2002 - October 2003
ServiceMaster April 1990 - December 2001
McGladrey & Pullen November 1985 - February 1989
Skills
Treasury Management, Treasury, Sarbanes-Oxley, Due Diligence, Forecasting, Operations Management, Managerial Finance, Sarbanes-Oxley Act, Financial Reporting, Acquisition Integration, Cash Flow, IPO, Capital Budgeting, Business Strategy, Banking Relationships, Revenue Recognition, Accounting, CPA, Cost Accounting, Restructuring
Education
California State University-Fullerton 1980 — 1985
B.A., Business, Accounting
Executive MBA
MBA Equivalent, Business Administration and Management, General
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Robert Bubalo's McGladrey & Pullen Experience November 2002 - December 2003
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
Optum September 2013 - October 2014
Lindquist & Vennum September 2009 - September 2013
Virtual Radiologic July 2007 - December 2007
KPMG US January 2004 - August 2005
McGladrey & Pullen November 2002 - December 2003
KPMG June 1999 - November 2002
Education
William Mitchell College of Law 2006 — 2009
Juris Doctor, cum laude
Boston College 1996 — 2000
BS, Accounting
The Marshall School
RBC Wealth Management November 2014 - Present
Optum September 2013 - October 2014
Lindquist & Vennum September 2009 - September 2013
Virtual Radiologic July 2007 - December 2007
KPMG US January 2004 - August 2005
McGladrey & Pullen November 2002 - December 2003
KPMG June 1999 - November 2002
Education
William Mitchell College of Law 2006 — 2009
Juris Doctor, cum laude
Boston College 1996 — 2000
BS, Accounting
The Marshall School
Becky Koller Becky Koller's McGladrey & Pullen Experience 2002 - 2006
Job Business Development Executive at Capgemini
Industry Consumer Goods
Experience
Capgemini September 2014 - Present
Beacon Hill Staffing Group January 2013 - September 2014
Beacon Hill Staffing Group January 2012 - September 2014
Award Baking International September 2010 - January 2012
Imaging Path February 2009 - September 2010
Daugherty Business Solutions April 2007 - September 2008
RSM McGladrey 2002 - 2007
McGladrey & Pullen 2002 - 2006
Parson Group 2000 - 2003
Parson Consulting 2000 - 2002
Skills
Account Management, Retail, Strategic Planning, New Business Development, Customer Relations, B2B, Business Development, Customer Service, Management, Sales, Budgets, Change Management, Marketing Strategy, Sales Management, Business Strategy, Recruiting, Marketing, Contract Negotiation, Leadership, Team Leadership, Negotiation, Team Building, Sales Operations, Process Improvement, Strategy, CRM, Business Planning, Sales Process, Direct Sales, Cold Calling, Solution Selling, Selling, Lead Generation, Vendor Management, Training, Cross-functional Team..., Strategic Partnerships, Sourcing, Start-ups, Customer Retention, Sales Presentations, Forecasting, Competitive Analysis, Consulting
Education
Calvary Bible College and Theological Seminary 1986 — 1991
Bachelor of Science (B.S.), Communications
College of Saint Benedict 1985 — 1986
Capgemini September 2014 - Present
Beacon Hill Staffing Group January 2013 - September 2014
Beacon Hill Staffing Group January 2012 - September 2014
Award Baking International September 2010 - January 2012
Imaging Path February 2009 - September 2010
Daugherty Business Solutions April 2007 - September 2008
RSM McGladrey 2002 - 2007
McGladrey & Pullen 2002 - 2006
Parson Group 2000 - 2003
Parson Consulting 2000 - 2002
Skills
Account Management, Retail, Strategic Planning, New Business Development, Customer Relations, B2B, Business Development, Customer Service, Management, Sales, Budgets, Change Management, Marketing Strategy, Sales Management, Business Strategy, Recruiting, Marketing, Contract Negotiation, Leadership, Team Leadership, Negotiation, Team Building, Sales Operations, Process Improvement, Strategy, CRM, Business Planning, Sales Process, Direct Sales, Cold Calling, Solution Selling, Selling, Lead Generation, Vendor Management, Training, Cross-functional Team..., Strategic Partnerships, Sourcing, Start-ups, Customer Retention, Sales Presentations, Forecasting, Competitive Analysis, Consulting
Education
Calvary Bible College and Theological Seminary 1986 — 1991
Bachelor of Science (B.S.), Communications
College of Saint Benedict 1985 — 1986
James Kimball's McGladrey & Pullen Experience January 2006 - April 2008
Job Controller at Madison Creek Partners
Industry Hospital & Health Care
Experience
Madison Creek Partners September 2014 - Present
Cambridge Healthcare Services LLC April 2011 - September 2014
Ensign Group April 2008 - April 2011
McGladrey & Pullen January 2006 - April 2008
Dick and Jane October 2004 - October 2006
Center for Instructional Design and Delivery September 2005 - December 2005
Vector Marketing June 2002 - December 2003
Management Options January 2001 - April 2001
Skills
General Ledger, Accounting, Great Plains Software, Accounts Payable, Internal Controls, Financial Accounting, Microsoft Excel, US GAAP, Financial Reporting, Management, Business, Analytics, Strategic Planning, Auditing, Balance Sheet Review, Entrepreneurship, Fitness, Finance, Analysis, Financial Analysis, US GAAP reporting, Windows Vista, FRx Report Designer, Microsoft Dynamics GP, Leadership, Training, Microsoft Certified..., Apple OS, Windows 7, Windows XP Pro, FRx Report Writer, Customer Service
Education
The University of South Dakota 2004 — 2006
MPA, Accountancy
University of California, San Diego 2002 — 2003
BA, Economics
Brigham Young University 1999 — 2001
Business Administration and Management, General
Brigham Young University 1996 — 1997
Business Administration and Management, General
Laguna Beach High School 1992 — 1996
High School
Madison Creek Partners September 2014 - Present
Cambridge Healthcare Services LLC April 2011 - September 2014
Ensign Group April 2008 - April 2011
McGladrey & Pullen January 2006 - April 2008
Dick and Jane October 2004 - October 2006
Center for Instructional Design and Delivery September 2005 - December 2005
Vector Marketing June 2002 - December 2003
Management Options January 2001 - April 2001
Skills
General Ledger, Accounting, Great Plains Software, Accounts Payable, Internal Controls, Financial Accounting, Microsoft Excel, US GAAP, Financial Reporting, Management, Business, Analytics, Strategic Planning, Auditing, Balance Sheet Review, Entrepreneurship, Fitness, Finance, Analysis, Financial Analysis, US GAAP reporting, Windows Vista, FRx Report Designer, Microsoft Dynamics GP, Leadership, Training, Microsoft Certified..., Apple OS, Windows 7, Windows XP Pro, FRx Report Writer, Customer Service
Education
The University of South Dakota 2004 — 2006
MPA, Accountancy
University of California, San Diego 2002 — 2003
BA, Economics
Brigham Young University 1999 — 2001
Business Administration and Management, General
Brigham Young University 1996 — 1997
Business Administration and Management, General
Laguna Beach High School 1992 — 1996
High School
Helen Busness's McGladrey & Pullen Experience 2008 - 2011
Job Library Associate at Kirkwood Community College
Industry Higher Education
Experience
Kirkwood Community College November 2014 - Present
AEGON Americas June 2013 - October 2014
Berthel Fisher & Company Financial Services, Inc. 2012 - 2013
McGladrey & Pullen 2008 - 2011
AEGON 2002 - 2007
Capital University School of Law 1998 - 2001
Skills
Corporate communications, Compliance, Internal Controls, Risk Management, Insurance Law, Contractual Agreements, Process Improvement, Corporate Policy..., Financial Services, Corporate Law, Privacy Compliance, Broker-Dealer, Licensing, FINRA, Securities Regulation, Legal Compliance, AML, Legal Writing, Litigation, Training, Information Management, Employee Training, Management, Corporate Governance, Leadership, Investments, Mergers & Acquisitions, Software Documentation, Insurance
Education
Rutgers University-New Brunswick 2015 — 2017
Masters of Library and Information Science
Seton Hall University School of Law 1991 — 1994
JD, Legisltation/Regulation
Bryn Mawr College 1987 — 1991
BA, English
Bernards High School
Kirkwood Community College November 2014 - Present
AEGON Americas June 2013 - October 2014
Berthel Fisher & Company Financial Services, Inc. 2012 - 2013
McGladrey & Pullen 2008 - 2011
AEGON 2002 - 2007
Capital University School of Law 1998 - 2001
Skills
Corporate communications, Compliance, Internal Controls, Risk Management, Insurance Law, Contractual Agreements, Process Improvement, Corporate Policy..., Financial Services, Corporate Law, Privacy Compliance, Broker-Dealer, Licensing, FINRA, Securities Regulation, Legal Compliance, AML, Legal Writing, Litigation, Training, Information Management, Employee Training, Management, Corporate Governance, Leadership, Investments, Mergers & Acquisitions, Software Documentation, Insurance
Education
Rutgers University-New Brunswick 2015 — 2017
Masters of Library and Information Science
Seton Hall University School of Law 1991 — 1994
JD, Legisltation/Regulation
Bryn Mawr College 1987 — 1991
BA, English
Bernards High School
Greg Phelps,CFP(R), CLU(R), AIF(R), AAMS(R)'s McGladrey & Pullen Experience 2002 - 2005
Job Retirement Architect, Certified Financial Planner
Industry Financial Services
Experience
REDROCK WEALTH MANAGEMENT, LLC April 2005 - Present
RSM McGladrey February 2002 - April 2005
McGladrey & Pullen 2002 - 2005
Goldman Sachs October 2000 - November 2001
Morgan Stanley March 1995 - October 2000
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Portfolios, Asset Management, Investments, Portfolio Management, Comprehensive Wealth..., Financial Advice, High Net Worth..., Investment Products, Personal Finance, Asset Allocation, Investment Advisory, IRA's, Investment Strategies, Private Wealth..., ETFs, Financial Advisory, Mutual Funds, Risk, Wealth, Securities, Tax, Fixed Income, Cash Flow, Bonds, Asset, Employee Stock Options, Strategic Financial..., IRAs, Wealth Management..., Finance, Insurance, Financial Services, Financial Planners, Investment Management, Estate Planning, Pensions, Series 7, Series 63, 401k, Personal Financial..., Alternative Investments, 401k Rollovers, Employee Benefits, Fixed Annuities, Retirement Plan..., Financial Risk
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
BA, Business Administration/Management
Victor Valley Community College 1990 — 1991
REDROCK WEALTH MANAGEMENT, LLC April 2005 - Present
RSM McGladrey February 2002 - April 2005
McGladrey & Pullen 2002 - 2005
Goldman Sachs October 2000 - November 2001
Morgan Stanley March 1995 - October 2000
Skills
Wealth Management, Retirement Planning, Financial Planning, Retirement, Portfolios, Asset Management, Investments, Portfolio Management, Comprehensive Wealth..., Financial Advice, High Net Worth..., Investment Products, Personal Finance, Asset Allocation, Investment Advisory, IRA's, Investment Strategies, Private Wealth..., ETFs, Financial Advisory, Mutual Funds, Risk, Wealth, Securities, Tax, Fixed Income, Cash Flow, Bonds, Asset, Employee Stock Options, Strategic Financial..., IRAs, Wealth Management..., Finance, Insurance, Financial Services, Financial Planners, Investment Management, Estate Planning, Pensions, Series 7, Series 63, 401k, Personal Financial..., Alternative Investments, 401k Rollovers, Employee Benefits, Fixed Annuities, Retirement Plan..., Financial Risk
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
BA, Business Administration/Management
Victor Valley Community College 1990 — 1991
Jim Grigg Jim Grigg's McGladrey & Pullen Experience May 1988 - April 2011
Job Healthcare Partner, Crowe Horwath LLP
Industry Hospital & Health Care
Experience
Crowe Horwath LLP May 2011 - Present
RSM McGladrey 1998 - April 2011
McGladrey & Pullen May 1988 - April 2011
Coopers & Lybrand January 1981 - May 1985
Skills
Corporate Tax, Physicians, Healthcare, Hospitals, Business Planning, Business Process..., Financial Analysis, Healthcare Industry, Strategic Planning, Change Management, Finance, Auditing, Performance Improvement, CPA, Process Improvement, Leadership, Financial Accounting, A-133, Management, NFP, GAAP, Internal Audit, Revenue Cycle, Executive Management, Home Care, Healthcare Information..., Assurance, Management Consulting, HIPAA, Managerial Finance, Mergers, Strategy, Risk Management, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, US GAAP, Budgets, Healthcare Consulting, Accounting, Financial Modeling, Accounts Receivable, Team Building, Leadership Development, Consulting, Financial Risk, Healthcare Management, Due Diligence, Tax, Internal Controls
Education
Illinois State University 1979 — 1980
MS, Accountancy
Bradley University 1975 — 1977
BS, Accounting
Illinois Central College 1973 — 1975
AS, Business
Richwoods High School 1971 — 1973
High School, General
Bergan High School 1970 — 1972
General
Crowe Horwath LLP May 2011 - Present
RSM McGladrey 1998 - April 2011
McGladrey & Pullen May 1988 - April 2011
Coopers & Lybrand January 1981 - May 1985
Skills
Corporate Tax, Physicians, Healthcare, Hospitals, Business Planning, Business Process..., Financial Analysis, Healthcare Industry, Strategic Planning, Change Management, Finance, Auditing, Performance Improvement, CPA, Process Improvement, Leadership, Financial Accounting, A-133, Management, NFP, GAAP, Internal Audit, Revenue Cycle, Executive Management, Home Care, Healthcare Information..., Assurance, Management Consulting, HIPAA, Managerial Finance, Mergers, Strategy, Risk Management, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, US GAAP, Budgets, Healthcare Consulting, Accounting, Financial Modeling, Accounts Receivable, Team Building, Leadership Development, Consulting, Financial Risk, Healthcare Management, Due Diligence, Tax, Internal Controls
Education
Illinois State University 1979 — 1980
MS, Accountancy
Bradley University 1975 — 1977
BS, Accounting
Illinois Central College 1973 — 1975
AS, Business
Richwoods High School 1971 — 1973
High School, General
Bergan High School 1970 — 1972
General
Sonja Webster Sonja Webster's McGladrey & Pullen Experience 2003 - 2006
Job Controller at SecureAuth Corporation
Industry Information Services
Experience
SecureAuth Corporation October 2012 - Present
M86 Security (formerly 8e6 Technologies) 2008 - October 2012
M86 Security 2008 - August 2012
Marshal8e6 February 2008 - November 2009
Steadfast Companies 2006 - February 2008
McGladrey & Pullen 2003 - 2006
Skills
GAAP, Accounting, Financial Reporting, US GAAP, SEC filings, Auditing, Financial Statements, Internal Controls, Revenue Recognition, CPA, Consolidation, Assurance, Sarbanes-Oxley Act, Cash Flow, Tax, Start-ups, Executive Management, Accruals, Sarbanes-Oxley, Forecasting, Mergers & Acquisitions, Financial Accounting, Corporate Tax, QuickBooks, Budgets, Fixed Assets, Acquisition Integration, Payroll, Financial Analysis, Mergers, Tax Accounting, Cost Accounting, General Ledger, Cash Management, ERP, Business Process..., External Audit, Tax Preparation, IFRS, Internal Audit
Education
California State University-Fullerton 1999 — 2002
BA, Accounting
SecureAuth Corporation October 2012 - Present
M86 Security (formerly 8e6 Technologies) 2008 - October 2012
M86 Security 2008 - August 2012
Marshal8e6 February 2008 - November 2009
Steadfast Companies 2006 - February 2008
McGladrey & Pullen 2003 - 2006
Skills
GAAP, Accounting, Financial Reporting, US GAAP, SEC filings, Auditing, Financial Statements, Internal Controls, Revenue Recognition, CPA, Consolidation, Assurance, Sarbanes-Oxley Act, Cash Flow, Tax, Start-ups, Executive Management, Accruals, Sarbanes-Oxley, Forecasting, Mergers & Acquisitions, Financial Accounting, Corporate Tax, QuickBooks, Budgets, Fixed Assets, Acquisition Integration, Payroll, Financial Analysis, Mergers, Tax Accounting, Cost Accounting, General Ledger, Cash Management, ERP, Business Process..., External Audit, Tax Preparation, IFRS, Internal Audit
Education
California State University-Fullerton 1999 — 2002
BA, Accounting
Ian Thompson, CPA's McGladrey & Pullen Experience October 2010 - July 2011
Job Analyst, Financial Reporting at BioMed Realty Trust
Industry Accounting
Experience
BioMed Realty Trust July 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2013
McGladrey & Pullen October 2010 - July 2011
Nordstrom December 2006 - July 2010
Squar Milner January 2010 - April 2010
BioMed Realty Trust September 2009 - January 2010
Thomson Reuters May 2009 - August 2009
Skills
Auditing, GAAP, Accounting, QuickBooks, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Corporate Tax, SEC filings, Nonprofits, Finance, Tax Returns, US GAAP, CPA, Revenue Recognition, Real Estate, REIT, Internal Controls, SEC Filings
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
San Diego Mesa College 2007 — 2008
Associates, Accounting and Business/Management
California State University-San Marcos 2006 — 2007
Business
BioMed Realty Trust July 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2013
McGladrey & Pullen October 2010 - July 2011
Nordstrom December 2006 - July 2010
Squar Milner January 2010 - April 2010
BioMed Realty Trust September 2009 - January 2010
Thomson Reuters May 2009 - August 2009
Skills
Auditing, GAAP, Accounting, QuickBooks, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Corporate Tax, SEC filings, Nonprofits, Finance, Tax Returns, US GAAP, CPA, Revenue Recognition, Real Estate, REIT, Internal Controls, SEC Filings
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
San Diego Mesa College 2007 — 2008
Associates, Accounting and Business/Management
California State University-San Marcos 2006 — 2007
Business
George Diem George Diem's McGladrey & Pullen Experience 2001 - 2004
Job President at Diem and Company
Industry Accounting
Experience
Diem CPA, Inc. May 2012 - Present
Martini, Iosue & Akpovi, CPAs 2004 - May 2012
McGladrey & Pullen 2001 - 2004
RSM McGladrey 2001 - 2004
Spyglass Entertainment, L.P. 2000 - 2001
Ernst & Young 1996 - 2000
US Army October 1986 - July 1990
Skills
GAAP, CPA, Corporate Tax, Auditing, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Forensic Accounting, Income Tax, Internal Controls, International Tax, Mergers, Partnership Taxation, QuickBooks, SEC filings, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBT, Taxation
California State University-Northridge 1990 — 1996
Bachelor of Science (BS), Accounting and Management Information Systems
Diem CPA, Inc. May 2012 - Present
Martini, Iosue & Akpovi, CPAs 2004 - May 2012
McGladrey & Pullen 2001 - 2004
RSM McGladrey 2001 - 2004
Spyglass Entertainment, L.P. 2000 - 2001
Ernst & Young 1996 - 2000
US Army October 1986 - July 1990
Skills
GAAP, CPA, Corporate Tax, Auditing, Due Diligence, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Forensic Accounting, Income Tax, Internal Controls, International Tax, Mergers, Partnership Taxation, QuickBooks, SEC filings, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBT, Taxation
California State University-Northridge 1990 — 1996
Bachelor of Science (BS), Accounting and Management Information Systems
Kelli Meadows Kelli Meadows's McGladrey & Pullen Experience November 2002 - April 2004
Job Founding Partner at Meadows Urquhart
Industry Accounting
Experience
Meadows Urquhart Acree & Cook September 2004 - Present
McGladrey & Pullen November 2002 - April 2004
Skills
CPA, Tax Preparation, Tax Returns, S Corporations, Accounting, Financial Reporting, GAAP, Corporate Tax, Tax, Income Tax, QuickBooks, Small Business, Cash Flow, Construction Accounting, Cash Flow Forecasting, Cost Accounting, Tax Accounting, Strategic Planning, Financial Analysis, Management, Auditing
Education
Christopher Newport University 1992 — 1996
Accounting, Accounting
Meadows Urquhart Acree & Cook September 2004 - Present
McGladrey & Pullen November 2002 - April 2004
Skills
CPA, Tax Preparation, Tax Returns, S Corporations, Accounting, Financial Reporting, GAAP, Corporate Tax, Tax, Income Tax, QuickBooks, Small Business, Cash Flow, Construction Accounting, Cash Flow Forecasting, Cost Accounting, Tax Accounting, Strategic Planning, Financial Analysis, Management, Auditing
Education
Christopher Newport University 1992 — 1996
Accounting, Accounting
Hal Carroll Hal Carroll's McGladrey & Pullen Experience 2001 - 2006
Job Managing Partner at Carroll & Associates, LLP
Industry Accounting
Experience
Carroll & Associates, LLP 2009 - Present
San Jose Credit Union 2006 - 2009
McGladrey & Pullen 2001 - 2006
O'Rourke, Sacher & Moulton 1978 - 2001
Skills
Financial Analysis, Banking, Financial Accounting, Accounting, Risk Management, Risk Assessment, Enterprise Risk..., Financial Reporting, Internal Audit, Auditing, Due Diligence, CPA, Management, Internal Controls, Sarbanes-Oxley Act
Education
Cal Poly San Luis Obispo 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Carroll & Associates, LLP 2009 - Present
San Jose Credit Union 2006 - 2009
McGladrey & Pullen 2001 - 2006
O'Rourke, Sacher & Moulton 1978 - 2001
Skills
Financial Analysis, Banking, Financial Accounting, Accounting, Risk Management, Risk Assessment, Enterprise Risk..., Financial Reporting, Internal Audit, Auditing, Due Diligence, CPA, Management, Internal Controls, Sarbanes-Oxley Act
Education
Cal Poly San Luis Obispo 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Stephen Kucharo Stephen Kucharo's McGladrey & Pullen Experience May 2009 - August 2009
Job GL Staff Accountant at Groupon
Industry Accounting
Experience
Groupon June 2012 - Present
General Growth Properties August 2011 - Present
General Growth Properties August 2011 - June 2012
Lindsay Park Yacht Club May 2010 - August 2010
McGladrey May 2009 - August 2009
McGladrey & Pullen May 2009 - August 2009
University of Iowa May 2008 - August 2008
Republic Companies May 2006 - January 2008
Education
University of Iowa 2006 — 2010
Accounting/Finance
Cheonggang Academy
B.B.A, Finance
The University of Iowa, Henry B. Tippie College of Business December 2010
B.B.A, Accounting
University of Iowa
B.B.A; S.H, Accounting, Finance
Groupon June 2012 - Present
General Growth Properties August 2011 - Present
General Growth Properties August 2011 - June 2012
Lindsay Park Yacht Club May 2010 - August 2010
McGladrey May 2009 - August 2009
McGladrey & Pullen May 2009 - August 2009
University of Iowa May 2008 - August 2008
Republic Companies May 2006 - January 2008
Education
University of Iowa 2006 — 2010
Accounting/Finance
Cheonggang Academy
B.B.A, Finance
The University of Iowa, Henry B. Tippie College of Business December 2010
B.B.A, Accounting
University of Iowa
B.B.A; S.H, Accounting, Finance
Frank Gallagher's McGladrey & Pullen Experience August 2003 - March 2015
Job Controller at Concord Academy
Industry Accounting
Experience
Concord Academy March 2015 - Present
McGladrey & Pullen August 2003 - March 2015
Skills
Accounting, Non-profits, Professional Services, Process Improvement, CPA, Auditing, Nonprofits, Recruiting, GAAP, US GAAP, Internal Controls, Assurance, External Audit, Financial Reporting, Financial Accounting, Financial Statements
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSA, Accounting
Boston College 1999 — 2003
BS, Accounting, Finance
Concord Academy March 2015 - Present
McGladrey & Pullen August 2003 - March 2015
Skills
Accounting, Non-profits, Professional Services, Process Improvement, CPA, Auditing, Nonprofits, Recruiting, GAAP, US GAAP, Internal Controls, Assurance, External Audit, Financial Reporting, Financial Accounting, Financial Statements
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSA, Accounting
Boston College 1999 — 2003
BS, Accounting, Finance
Kathy Kearney's McGladrey & Pullen Experience January 1997 - April 2001
Job Manager, Global Mobility Employee Services at Transamerica/Aegon
Industry Insurance
Experience
Transamerica March 2002 - Present
McLeod USA April 2001 - February 2002
McGladrey & Pullen January 1997 - April 2001
Education
Claremont McKenna College
Bachelor of Arts, Economics/Accounting
Cal Poly Pomona
Transamerica March 2002 - Present
McLeod USA April 2001 - February 2002
McGladrey & Pullen January 1997 - April 2001
Education
Claremont McKenna College
Bachelor of Arts, Economics/Accounting
Cal Poly Pomona
Reiko Kerr Reiko Kerr's McGladrey & Pullen Experience September 1995 - March 1999
Job Utilities Assistant General Manager Resources at City or Riverside
Industry Utilities
Experience
City of Riverside December 2011 - Present
City of Riverside February 2009 - January 2012
City of Riverside February 2008 - March 2009
City of Riverside June 2000 - February 2008
Univerisity of Relands 1999 - 2000
McGladrey & Pullen September 1995 - March 1999
Skills
Budgeting, Government, Strategic Planning, Process Improvement, Compliance, Financial Analysis, Analysis, Risk Management, Budgets, Energy, Project Planning, Project Management, Management, Contract Management, Program Management, Change Management, Contract Negotiation, Management Consulting, Policy, Sustainability, Business Planning, Proposal Writing, Finance, Business Strategy, Business Analysis, Training, Team Leadership, Business Process..., Vendor Management, Team Building, Forecasting, Cross-functional Team..., MS Project, Strategy, Leadership, Data Analysis, Organizational..., Business Development, Negotiation, Due Diligence, Performance Management, Water, Leadership Development, Start-ups, Capital Budgeting, SAP, Supervisory Skills, Access, Electric Power, Local Government
Education
California State University-San Bernardino 1993 — 1995
BS, Business Administration
City of Riverside December 2011 - Present
City of Riverside February 2009 - January 2012
City of Riverside February 2008 - March 2009
City of Riverside June 2000 - February 2008
Univerisity of Relands 1999 - 2000
McGladrey & Pullen September 1995 - March 1999
Skills
Budgeting, Government, Strategic Planning, Process Improvement, Compliance, Financial Analysis, Analysis, Risk Management, Budgets, Energy, Project Planning, Project Management, Management, Contract Management, Program Management, Change Management, Contract Negotiation, Management Consulting, Policy, Sustainability, Business Planning, Proposal Writing, Finance, Business Strategy, Business Analysis, Training, Team Leadership, Business Process..., Vendor Management, Team Building, Forecasting, Cross-functional Team..., MS Project, Strategy, Leadership, Data Analysis, Organizational..., Business Development, Negotiation, Due Diligence, Performance Management, Water, Leadership Development, Start-ups, Capital Budgeting, SAP, Supervisory Skills, Access, Electric Power, Local Government
Education
California State University-San Bernardino 1993 — 1995
BS, Business Administration
Christopher Tagawa Christopher Tagawa's McGladrey & Pullen Experience 1997 - 2004
Job Tagawa & Ho, LLP
Industry Accounting
Experience
Tagawa & Ho, LLP June 2004 - Present
RSM McGladrey November 1997 - November 2004
McGladrey & Pullen 1997 - 2004
Skills
Tax, Accounting, Tax Services, Tax Credits, Audit, Auditing, US GAAP, Tax Accounting, Tax Research, CPA, QuickBooks, Corporate Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Advisory, International Tax, Revenue Recognition
Education
California State University-Northridge 2000 — 2005
Tagawa & Ho, LLP June 2004 - Present
RSM McGladrey November 1997 - November 2004
McGladrey & Pullen 1997 - 2004
Skills
Tax, Accounting, Tax Services, Tax Credits, Audit, Auditing, US GAAP, Tax Accounting, Tax Research, CPA, QuickBooks, Corporate Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Advisory, International Tax, Revenue Recognition
Education
California State University-Northridge 2000 — 2005
Abiy Moges, CPA's McGladrey & Pullen Experience October 2006 - December 2009
Job Audit Manager at JLK Rosenberger, LLP
Industry Accounting
Experience
JLK Rosenberger LLP CPA's December 2009 - Present
McGladrey & Pullen October 2006 - December 2009
RSM McGladrey January 2006 - October 2006
Skills
US GAAP, Statutory Accounting, Financial Reporting, Financial Accounting, Risk Retention Groups, Property & Casualty..., A-133, Non-profits, Construction
Education
California State University-Los Angeles 2001 — 2005
Bachelor of Science, Accounting and Computer Information Systems, Cum Laude
JLK Rosenberger LLP CPA's December 2009 - Present
McGladrey & Pullen October 2006 - December 2009
RSM McGladrey January 2006 - October 2006
Skills
US GAAP, Statutory Accounting, Financial Reporting, Financial Accounting, Risk Retention Groups, Property & Casualty..., A-133, Non-profits, Construction
Education
California State University-Los Angeles 2001 — 2005
Bachelor of Science, Accounting and Computer Information Systems, Cum Laude
Nicole McLaughlin, CPA's McGladrey & Pullen Experience July 2009 - June 2012
Job Sr Manager Accounting Professional. Big4, SEC, IFRS Experience. Looking to positively impact an organization.
Industry Accounting
Experience
McGladrey & Pullen July 2009 - June 2012
Ernst & Young LLP January 1999 - April 2009
Skills
Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MSA, Accountancy
California State University-Fullerton 1994 — 1998
BS, Accounting
McGladrey & Pullen July 2009 - June 2012
Ernst & Young LLP January 1999 - April 2009
Skills
Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MSA, Accountancy
California State University-Fullerton 1994 — 1998
BS, Accounting
Peter Hans's McGladrey & Pullen Experience September 2007 - June 2008
Job Accountant
Industry Accounting
Experience
VCA Antech October 2008 - August 2009
McGladrey & Pullen September 2007 - June 2008
Education
California State University-Los Angeles
Bachelor, Accounting
University of California, Santa Barbara
Bachelor, English
VCA Antech October 2008 - August 2009
McGladrey & Pullen September 2007 - June 2008
Education
California State University-Los Angeles
Bachelor, Accounting
University of California, Santa Barbara
Bachelor, English
M. Patrick Morin, CPA's McGladrey & Pullen Experience 1996 - 1998
Job Manager, Finance & Treasury at California Steel Industries, Inc.
Industry Mining & Metals
Experience
California Steel Industries, Inc. September 1998 - Present
McGladrey & Pullen 1996 - 1998
Skills
Auditing, SAP, Accounting, Budgets, Financial Audits, Process Improvement, Analysis, Access, QuickBooks, Finance, Cash Management, Forecasting, Microsoft Excel, ERP, Financial Accounting, Microsoft Office, Cost Accounting, Financial Analysis, Cash Flow Forecasting, Financial Reporting, Financial Forecasting, Manufacturing
Education
California State University-San Bernardino
B.A., Accounting & Finance
University of Redlands
California Steel Industries, Inc. September 1998 - Present
McGladrey & Pullen 1996 - 1998
Skills
Auditing, SAP, Accounting, Budgets, Financial Audits, Process Improvement, Analysis, Access, QuickBooks, Finance, Cash Management, Forecasting, Microsoft Excel, ERP, Financial Accounting, Microsoft Office, Cost Accounting, Financial Analysis, Cash Flow Forecasting, Financial Reporting, Financial Forecasting, Manufacturing
Education
California State University-San Bernardino
B.A., Accounting & Finance
University of Redlands
Brian Hinspeter's McGladrey & Pullen Experience 2003 - 2005
Job Operational Risk Manager Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - Present
Cerebral Infotech, LLC November 2012 - November 2013
Wells Fargo May 2005 - November 2012
McGladrey & Pullen 2003 - 2005
Mid-America Group 2001 - 2003
Skills
Auditing, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Risk Management, Internal Controls, Accounting, Process Improvement, Financial Reporting, Business Analysis, Banking, Financial Risk, CPA, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
MBA, MBA
Buena Vista University 1994 — 1998
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - Present
Cerebral Infotech, LLC November 2012 - November 2013
Wells Fargo May 2005 - November 2012
McGladrey & Pullen 2003 - 2005
Mid-America Group 2001 - 2003
Skills
Auditing, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Risk Management, Internal Controls, Accounting, Process Improvement, Financial Reporting, Business Analysis, Banking, Financial Risk, CPA, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
MBA, MBA
Buena Vista University 1994 — 1998
Erica Schaffer, CPA's McGladrey & Pullen Experience July 2008 - September 2010
Job Accountant at Ziff Brothers Investments
Industry Accounting
Experience
Ziff Brothers Investments December 2010 - Present
McGladrey October 2010 - December 2010
McGladrey & Pullen July 2008 - September 2010
RSM McGladrey June 2007 - August 2007
Skills
Accounting, Financial Reporting, Budgets, US GAAP, Financial Analysis, CPA, Internal Controls, Account Reconciliation
Education
State University of New York at Binghamton 2004 — 2008
Ziff Brothers Investments December 2010 - Present
McGladrey October 2010 - December 2010
McGladrey & Pullen July 2008 - September 2010
RSM McGladrey June 2007 - August 2007
Skills
Accounting, Financial Reporting, Budgets, US GAAP, Financial Analysis, CPA, Internal Controls, Account Reconciliation
Education
State University of New York at Binghamton 2004 — 2008
Sylvia Speicher's McGladrey & Pullen Experience September 1996 - January 2000
Job Accounting Manager at L3 Services Inc ATD
Industry Research
Experience
L-3 Communications Applied Technologies January 2000 - Present
McGladrey & Pullen September 1996 - January 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, Accounts Receivable, Forecasting, Account Reconciliation, Revenue Recognition, Budgets, GAAP, General Ledger, Cost Accounting, Government Contracting, Finance
Education
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
Bachelor of Business Administration (BBA), Accounting
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
Bachelor's degree, Accounting
L-3 Communications Applied Technologies January 2000 - Present
McGladrey & Pullen September 1996 - January 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, Accounts Receivable, Forecasting, Account Reconciliation, Revenue Recognition, Budgets, GAAP, General Ledger, Cost Accounting, Government Contracting, Finance
Education
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
Bachelor of Business Administration (BBA), Accounting
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
Bachelor's degree, Accounting
Donna B. Lane, CPA's McGladrey & Pullen Experience August 2003 - September 2008
Job Associate Comptroller at Boston University
Industry Accounting
Experience
Boston University June 2011 - Present
Kevin P. Martin & Associates, P.C. October 2008 - June 2011
McGladrey & Pullen August 2003 - September 2008
Boston University 1994 - 2003
Ziner & Company June 1988 - October 1994
Skills
Non-profits, Real Estate, Affordable Housing, Accounting, Financial Reporting, Nonprofits, Financial Analysis, LIHTC, Due Diligence, Financial Modeling, Internal Controls, Budgets, Auditing, Community Development, Tax, General Ledger, GAAP, Financial Accounting
Education
Bryant University 1984 — 1988
BSBA, Accounting
Boston University June 2011 - Present
Kevin P. Martin & Associates, P.C. October 2008 - June 2011
McGladrey & Pullen August 2003 - September 2008
Boston University 1994 - 2003
Ziner & Company June 1988 - October 1994
Skills
Non-profits, Real Estate, Affordable Housing, Accounting, Financial Reporting, Nonprofits, Financial Analysis, LIHTC, Due Diligence, Financial Modeling, Internal Controls, Budgets, Auditing, Community Development, Tax, General Ledger, GAAP, Financial Accounting
Education
Bryant University 1984 — 1988
BSBA, Accounting
Isaac Peace's McGladrey & Pullen Experience October 2010 - November 2011
Job Audit & Assurance Manager at TravisWolff
Industry Accounting
Experience
TravisWolff September 2014 - Present
McGladrey February 2013 - September 2014
Hawkins Cloward & Simister November 2011 - February 2013
McGladrey & Pullen October 2010 - November 2011
McGladrey & Pullen September 2009 - October 2010
McGladrey August 2007 - September 2009
McGladrey July 2005 - August 2007
Skills
Accounting, CPA, GAAP, SEC filings, Internal Controls, Auditing, US GAAP, Assurance, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, Corporate Tax, Tax Research
Education
Southern Utah University 2001 — 2005
Brigham Young University - Idaho 1997 — 2001
Associate of Arts, International Studies
TravisWolff September 2014 - Present
McGladrey February 2013 - September 2014
Hawkins Cloward & Simister November 2011 - February 2013
McGladrey & Pullen October 2010 - November 2011
McGladrey & Pullen September 2009 - October 2010
McGladrey August 2007 - September 2009
McGladrey July 2005 - August 2007
Skills
Accounting, CPA, GAAP, SEC filings, Internal Controls, Auditing, US GAAP, Assurance, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, Corporate Tax, Tax Research
Education
Southern Utah University 2001 — 2005
Brigham Young University - Idaho 1997 — 2001
Associate of Arts, International Studies
Ann Shanks Etter's McGladrey & Pullen Experience 2002 - 2004
Job Accountant at Leota Goodney CPA
Industry Accounting
Experience
Goodney & Associates, PA July 2004 - Present
McGladrey & Pullen 2002 - 2004
Carleton College 1997 - 2001
Skills
Quickbooks, Non-profits, Excel, Word, Accounting, Microsoft Word, Microsoft Excel, General Ledger, Nonprofits, Financial Analysis, CPA, Finance, Budgets, Analysis, Financial Modeling
Education
University of St. Thomas - Opus College of Business 2001 — 2002
MBA, Accounting
University of New Hampshire 1991 — 1993
MEd, Elementary Education
Carleton College 1987 — 1991
BA, History (Medieval Studies Conc.)
Goodney & Associates, PA July 2004 - Present
McGladrey & Pullen 2002 - 2004
Carleton College 1997 - 2001
Skills
Quickbooks, Non-profits, Excel, Word, Accounting, Microsoft Word, Microsoft Excel, General Ledger, Nonprofits, Financial Analysis, CPA, Finance, Budgets, Analysis, Financial Modeling
Education
University of St. Thomas - Opus College of Business 2001 — 2002
MBA, Accounting
University of New Hampshire 1991 — 1993
MEd, Elementary Education
Carleton College 1987 — 1991
BA, History (Medieval Studies Conc.)
Samuel Petit-Homme's McGladrey & Pullen Experience September 2006 - April 2011
Job Accounting Manager at Marubeni Power International
Industry Accounting
Experience
MARUBENI POWER INTERNATIONAL, INC September 2015 - Present
DCW CASING, LLC January 2013 - Present
PwC September 2010 - December 2012
McGladrey & Pullen September 2006 - April 2011
Skills
Accounting, GAAP, Financial Reporting, US GAAP, Financial Accounting, Auditing, Internal Controls, Financial Analysis, External Audit, CPA, Assurance, Sarbanes-Oxley Act, SEC filings, Financial Statements, General Ledger, Corporate Tax, SEC Filings
Education
Binghamton University - School of Management 2003 — 2005
Bachelor of Science (BS), Accounting
MARUBENI POWER INTERNATIONAL, INC September 2015 - Present
DCW CASING, LLC January 2013 - Present
PwC September 2010 - December 2012
McGladrey & Pullen September 2006 - April 2011
Skills
Accounting, GAAP, Financial Reporting, US GAAP, Financial Accounting, Auditing, Internal Controls, Financial Analysis, External Audit, CPA, Assurance, Sarbanes-Oxley Act, SEC filings, Financial Statements, General Ledger, Corporate Tax, SEC Filings
Education
Binghamton University - School of Management 2003 — 2005
Bachelor of Science (BS), Accounting
Tim Graven's McGladrey & Pullen Experience September 1985 - May 1989
Job Chief Financial Officer
Industry Computer Software
Experience
The IMS Company March 2007 - Present
HomeAid America August 2005 - March 2007
Sunrise Growers, Frozsun Foods, Inc. February 2003 - August 2005
Sunrise Growers, Frozsun Foods, inc. May 1989 - January 2003
McGladrey & Pullen September 1985 - May 1989
Unocal August 1981 - September 1985
Skills
Budgets, Internal Controls, Managerial Finance, Start-ups, Restructuring
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1981
The IMS Company March 2007 - Present
HomeAid America August 2005 - March 2007
Sunrise Growers, Frozsun Foods, Inc. February 2003 - August 2005
Sunrise Growers, Frozsun Foods, inc. May 1989 - January 2003
McGladrey & Pullen September 1985 - May 1989
Unocal August 1981 - September 1985
Skills
Budgets, Internal Controls, Managerial Finance, Start-ups, Restructuring
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1981
Artin Avanes's McGladrey & Pullen Experience Audit AssociateRSM McGladreySeptember 2007 - Present
Job Audit Associate at RSM McGladrey
Industry Accounting
Experience
McGladrey & Pullen Audit AssociateRSM McGladreySeptember 2007 - Present
Education
California State University-Los Angeles 2005 — 2007
BS, Accounting
McGladrey & Pullen Audit AssociateRSM McGladreySeptember 2007 - Present
Education
California State University-Los Angeles 2005 — 2007
BS, Accounting
James Jefts's McGladrey & Pullen Experience 1999 - Present
Job Director at McGladrey LLP
Industry Accounting
Experience
RSM McGladrey DirectorRSM McGladrey1999 - Present
McGladrey & Pullen 1999 - Present
McGladrey & Pullen LLP, New York (formerly Goldstein Golub Kessler LLP) 1999 - Present
Skills
Auditing, Financial Reporting, Tax, Internal Controls, Accounting, CPA, Process Improvement, GAAP, Financial Analysis, Corporate Tax
Education
Binghamton University - School of Management 1992 — 1996
RSM McGladrey DirectorRSM McGladrey1999 - Present
McGladrey & Pullen 1999 - Present
McGladrey & Pullen LLP, New York (formerly Goldstein Golub Kessler LLP) 1999 - Present
Skills
Auditing, Financial Reporting, Tax, Internal Controls, Accounting, CPA, Process Improvement, GAAP, Financial Analysis, Corporate Tax
Education
Binghamton University - School of Management 1992 — 1996
Clay Wanta's McGladrey & Pullen Experience 2006 - 2007
Job Chief Credit Officer at Meadows Bank
Industry Banking
Experience
Meadows Bank Chief Credit OfficerMeadows Bank2007 - Present
McGladrey & Pullen 2006 - 2007
Education
California State University-Sacramento 1979 — 1990
Meadows Bank Chief Credit OfficerMeadows Bank2007 - Present
McGladrey & Pullen 2006 - 2007
Education
California State University-Sacramento 1979 — 1990
Vardui Airiyan's McGladrey & Pullen Experience 2003 - 2006
Job Vice President, Finance & Administration at Workway
Industry Staffing and Recruiting
Experience
Workway September 2011 - January 2015
Workway April 2011 - September 2011
Anthony International June 2008 - June 2010
Anthony International December 2006 - June 2008
McGladrey & Pullen 2003 - 2006
Skills
Financial Accounting, Management, Finance, Accounting, Financial Reporting, Internal Controls, Talent Acquisition, Financial Analysis, GAAP, Recruiting, US GAAP
Education
California State University-Northridge 2000 — 2002
Workway September 2011 - January 2015
Workway April 2011 - September 2011
Anthony International June 2008 - June 2010
Anthony International December 2006 - June 2008
McGladrey & Pullen 2003 - 2006
Skills
Financial Accounting, Management, Finance, Accounting, Financial Reporting, Internal Controls, Talent Acquisition, Financial Analysis, GAAP, Recruiting, US GAAP
Education
California State University-Northridge 2000 — 2002
Ray Gee's McGladrey & Pullen Experience 1992 - 1996
Job Financial Reporting Consultant (SEC / Consolidation / General Accounting / CPA)
Industry Accounting
Experience
Publicly Traded and Privately-Held Companies August 2013 - Present
Quality Systems, Inc. August 2009 - August 2013
Software Company December 2008 - August 2009
Industrial Supply Company August 2008 - October 2008
Public REIT June 2008 - July 2008
Publicly Traded Company January 2007 - May 2008
Fluor Corporation January 2002 - November 2005
Homebase (later known as House2Home) 1997 - 2002
McGladrey & Pullen 1992 - 1996
Skills
Financial Reporting, SEC filings, Consolidation, US GAAP, General Ledger, Monthly Close
Education
California State Polytechnic University-Pomona
BS
Publicly Traded and Privately-Held Companies August 2013 - Present
Quality Systems, Inc. August 2009 - August 2013
Software Company December 2008 - August 2009
Industrial Supply Company August 2008 - October 2008
Public REIT June 2008 - July 2008
Publicly Traded Company January 2007 - May 2008
Fluor Corporation January 2002 - November 2005
Homebase (later known as House2Home) 1997 - 2002
McGladrey & Pullen 1992 - 1996
Skills
Financial Reporting, SEC filings, Consolidation, US GAAP, General Ledger, Monthly Close
Education
California State Polytechnic University-Pomona
BS
Shawn Gagg's McGladrey & Pullen Experience January 1989 - May 1990
Job CIO at Jaeckle Distributors
Industry Information Technology and Services
Experience
Jaeckle Distributors February 2012 - Present
SG Solutions January 2009 - February 2012
Highsmith Inc. May 1990 - November 2008
McGladrey & Pullen January 1989 - May 1990
Skills
Process Improvement, Strategic Planning, IT Management, Business Analysis, Staff Development, Requirements Analysis, Business Intelligence, Management, Business Process...
Education
Bradley University 1983 — 1987
BS, Business Computer Systems
Jaeckle Distributors February 2012 - Present
SG Solutions January 2009 - February 2012
Highsmith Inc. May 1990 - November 2008
McGladrey & Pullen January 1989 - May 1990
Skills
Process Improvement, Strategic Planning, IT Management, Business Analysis, Staff Development, Requirements Analysis, Business Intelligence, Management, Business Process...
Education
Bradley University 1983 — 1987
BS, Business Computer Systems
Vina Guichard's McGladrey & Pullen Experience January 2007 - January 2009
Job Windes
Industry Accounting
Experience
Windes December 2010 - Present
RSM McGladrey January 2007 - October 2010
McGladrey & Pullen January 2007 - January 2009
City of Torrance 2006 - 2006
Skills
Accounting, US GAAP, GAAP, Internal Controls, Tax, Auditing, SEC filings, Financial Reporting, Financial Accounting, CPA, Tax Preparation, General Ledger, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Tax Accounting
Education
California State University-Dominguez Hills 2004 — 2006
BS, Business Administration - Accounting
Windes December 2010 - Present
RSM McGladrey January 2007 - October 2010
McGladrey & Pullen January 2007 - January 2009
City of Torrance 2006 - 2006
Skills
Accounting, US GAAP, GAAP, Internal Controls, Tax, Auditing, SEC filings, Financial Reporting, Financial Accounting, CPA, Tax Preparation, General Ledger, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Tax Accounting
Education
California State University-Dominguez Hills 2004 — 2006
BS, Business Administration - Accounting
Jason Woods, CPA's McGladrey & Pullen Experience January 2008 - March 2009
Job Vice President Financial Planning & Analysis at Great American Group
Industry Investment Management
Experience
Great American Group May 2013 - Present
Great American Group March 2010 - April 2013
McGladrey & Pullen January 2008 - March 2009
GOJO Industries January 2007 - January 2008
Ernst & Young September 2004 - January 2007
Great American Group February 2000 - April 2004
Great American Group February 1998 - April 2004
Snazzy Pants Records 2000 - 2003
Skills
Auditing, Financial Modeling, Account Reconciliation, Financial Analysis, Business Strategy, Cost Accounting, Tax Preparation, Finance, Valuation, QuickBooks, CPA, US GAAP, GAAP, Business Valuation, Financial Reporting, Budgets, Management, Accounting
Education
University of Washington 2004 — 2004
Certificate in Accounting
Bowling Green State University 1993 — 1997
B.S.B.A., Finance
Great American Group May 2013 - Present
Great American Group March 2010 - April 2013
McGladrey & Pullen January 2008 - March 2009
GOJO Industries January 2007 - January 2008
Ernst & Young September 2004 - January 2007
Great American Group February 2000 - April 2004
Great American Group February 1998 - April 2004
Snazzy Pants Records 2000 - 2003
Skills
Auditing, Financial Modeling, Account Reconciliation, Financial Analysis, Business Strategy, Cost Accounting, Tax Preparation, Finance, Valuation, QuickBooks, CPA, US GAAP, GAAP, Business Valuation, Financial Reporting, Budgets, Management, Accounting
Education
University of Washington 2004 — 2004
Certificate in Accounting
Bowling Green State University 1993 — 1997
B.S.B.A., Finance
Renee Petersen Schardt's McGladrey & Pullen Experience September 2008 - October 2010
Job Senior Accountant at Capital Group
Industry Accounting
Experience
Capital Group February 2012 - Present
Standard Chartered Bank October 2011 - January 2012
National Financial Partners October 2010 - October 2011
McGladrey & Pullen September 2008 - October 2010
Weitz & Luxenberg February 2006 - August 2006
Reach Out and Read August 2005 - February 2006
Skills
Accounting, Financial Reporting, Auditing, Tax, Microsoft Excel, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Microsoft Word, Non-profits, Financial Analysis, PowerPoint, Budgets, Hedge Funds, Outlook, SEC filings, CPA, GAAP, SEC Filings
Education
Binghamton University - School of Management 2006 — 2008
Bachelors of Science, Accounting
Binghamton University
BA, Political Science
Capital Group February 2012 - Present
Standard Chartered Bank October 2011 - January 2012
National Financial Partners October 2010 - October 2011
McGladrey & Pullen September 2008 - October 2010
Weitz & Luxenberg February 2006 - August 2006
Reach Out and Read August 2005 - February 2006
Skills
Accounting, Financial Reporting, Auditing, Tax, Microsoft Excel, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Microsoft Word, Non-profits, Financial Analysis, PowerPoint, Budgets, Hedge Funds, Outlook, SEC filings, CPA, GAAP, SEC Filings
Education
Binghamton University - School of Management 2006 — 2008
Bachelors of Science, Accounting
Binghamton University
BA, Political Science
Chad Medina's McGladrey & Pullen Experience 2007 - 2009
Job Volume Analyst at Shell Trading
Industry Accounting
Experience
Shell Trading November 2010 - Present
The City Church of San Diego May 2009 - Present
McGladrey & Pullen 2007 - 2009
Skills
GAAP, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Reporting, US GAAP, Fixed Assets, Assurance, General Ledger, Account Reconciliation, External Audit, Financial Audits, Financial Statements, CPA
Education
California State University-San Marcos - College of Business Administration 2002 — 2007
Bachelor of Science (B.S.), Accounting
Shell Trading November 2010 - Present
The City Church of San Diego May 2009 - Present
McGladrey & Pullen 2007 - 2009
Skills
GAAP, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Reporting, US GAAP, Fixed Assets, Assurance, General Ledger, Account Reconciliation, External Audit, Financial Audits, Financial Statements, CPA
Education
California State University-San Marcos - College of Business Administration 2002 — 2007
Bachelor of Science (B.S.), Accounting
Karrie Heartlein's McGladrey & Pullen Experience 1989 - 1996
Job Director of Government & Community Relations at Knox College
Industry Education Management
Experience
Knox College April 2012 - Present
Knox College December 2000 - April 2012
McGladrey & Pullen 1989 - 1996
Skills
Public Relations, Issue Advocacy, Crisis Communications, Community Relations, Marketing Communications, Government Relations, Community Development, Media Relations, Non-profits
Education
Bradley University 1982 — 1985
B.A. & M.A., English
Knox College April 2012 - Present
Knox College December 2000 - April 2012
McGladrey & Pullen 1989 - 1996
Skills
Public Relations, Issue Advocacy, Crisis Communications, Community Relations, Marketing Communications, Government Relations, Community Development, Media Relations, Non-profits
Education
Bradley University 1982 — 1985
B.A. & M.A., English
Peter Testaverde's McGladrey & Pullen Experience Managing DirectorRSM McGladrey2005 - Present
Job Partner at McGladrey & Pullen
Industry Accounting
Experience
McGladrey & Pullen Managing DirectorRSM McGladrey2005 - Present
Education
City University of New York-Brooklyn College 1964 — 1968
McGladrey & Pullen Managing DirectorRSM McGladrey2005 - Present
Education
City University of New York-Brooklyn College 1964 — 1968
Jeff Fein's McGladrey & Pullen Experience 1993 - 1998
Job at Lowe Enterprises
Industry Financial Services
Experience
Lowe Enterprises April 2008 - Present
Countrywide Financial Corp August 2007 - April 2008
IHOP 2002 - 2007
Warner Bros. Consumer Products 1999 - 2001
RSM McGladrey 1993 - 1999
McGladrey & Pullen 1993 - 1998
Education
California State University-Northridge 1988 — 1992
Lowe Enterprises April 2008 - Present
Countrywide Financial Corp August 2007 - April 2008
IHOP 2002 - 2007
Warner Bros. Consumer Products 1999 - 2001
RSM McGladrey 1993 - 1999
McGladrey & Pullen 1993 - 1998
Education
California State University-Northridge 1988 — 1992
Jennifer Pavlovec's McGladrey & Pullen Experience September 2006 - September 2010
Job Chief Financial Officer at Children and Families of Iowa
Industry Nonprofit Organization Management
Experience
Children and Families of Iowa November 2012 - Present
Dress for Success Des Moines September 2010 - December 2012
Midland National Life September 2010 - November 2012
McGladrey & Pullen September 2006 - September 2010
Skills
CPA, non-profit accounting, financial reporting, auditing, GAAP, Single Audit, Microsoft Excel, SQL, Reinsurance, Variable Annuities, Indexed Annuities, Fixed Annuities, Financial Analysis, Variance Analysis, Auditing, Financial Reporting, Finance
Education
Buena Vista University 2002 — 2006
BA, Accounting and Spanish
Children and Families of Iowa November 2012 - Present
Dress for Success Des Moines September 2010 - December 2012
Midland National Life September 2010 - November 2012
McGladrey & Pullen September 2006 - September 2010
Skills
CPA, non-profit accounting, financial reporting, auditing, GAAP, Single Audit, Microsoft Excel, SQL, Reinsurance, Variable Annuities, Indexed Annuities, Fixed Annuities, Financial Analysis, Variance Analysis, Auditing, Financial Reporting, Finance
Education
Buena Vista University 2002 — 2006
BA, Accounting and Spanish
Matt Peterson's McGladrey & Pullen Experience September 2005 - November 2007
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Parker and Lynch July 2013 - Present
Accounting Principals March 2012 - June 2013
Larson Gross p.l.l.c. February 2008 - 2011
McGladrey & Pullen September 2005 - November 2007
Education
Central Washington University 2003 — 2005
Bachelor of Science (B.S.), Accounting
Eastern Washington University 2000 — 2003
Parker and Lynch July 2013 - Present
Accounting Principals March 2012 - June 2013
Larson Gross p.l.l.c. February 2008 - 2011
McGladrey & Pullen September 2005 - November 2007
Education
Central Washington University 2003 — 2005
Bachelor of Science (B.S.), Accounting
Eastern Washington University 2000 — 2003
Cheryl & Joe Petelin's McGladrey & Pullen Experience 2004 - 2007
Job Test Analyst Lead at State Farm
Industry Insurance
Experience
State Farm January 2008 - Present
Allstate Insurance Company October 2001 - December 2007
McGladrey & Pullen 2004 - 2007
Divine 2001 - 2003
Education
Cardinal Stritch University 1996 — 1998
Illinois Valley Community College 1994 — 1995
none, Business
State Farm January 2008 - Present
Allstate Insurance Company October 2001 - December 2007
McGladrey & Pullen 2004 - 2007
Divine 2001 - 2003
Education
Cardinal Stritch University 1996 — 1998
Illinois Valley Community College 1994 — 1995
none, Business
Paige Kuroyama's McGladrey & Pullen Experience January 2003 - Present
Job Partner at McGladrey & Pullen
Industry Accounting
Experience
McGladrey & Pullen January 2003 - Present
KSJG 2000 - 2003
Skills
CPA, Accounting, US GAAP, Internal Controls, Financial Reporting, GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Tax, Revenue Recognition, External Audit, Corporate Tax, Financial Accounting, Financial Statements, Assurance, Tax Research
Education
California State University-Fullerton 1997 — 1999
McGladrey & Pullen January 2003 - Present
KSJG 2000 - 2003
Skills
CPA, Accounting, US GAAP, Internal Controls, Financial Reporting, GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Tax, Revenue Recognition, External Audit, Corporate Tax, Financial Accounting, Financial Statements, Assurance, Tax Research
Education
California State University-Fullerton 1997 — 1999
Nancy Roth, CPA's McGladrey & Pullen Experience 1977 - 1982
Job Vice President & Asst. General Auditor at Irwin Financial Corporation
Industry Banking
Experience
Advance America May 2010 - Present
Irwin Financial Corporation 2002 - April 2010
Bank One Corporation May 1995 - May 2002
First of America Bank - Decatur, NA 1992 - 1995
First of America Bank - Decatur, N.A. 1982 - 1992
McGladrey & Pullen 1977 - 1982
Skills
Accounting, Financial Analysis, Auditing, Internal Audit, Process Improvement, Banking, Finance, General Ledger, Budgets, Accounts Payable, Corporate Finance, Management, Financial Statements, Account Reconciliation, Leadership
Education
Southern Illinois University, Edwardsville 1988 — 1995
MBA, Finance
Bradley University 1974 — 1977
B.S., Accounting
Advance America May 2010 - Present
Irwin Financial Corporation 2002 - April 2010
Bank One Corporation May 1995 - May 2002
First of America Bank - Decatur, NA 1992 - 1995
First of America Bank - Decatur, N.A. 1982 - 1992
McGladrey & Pullen 1977 - 1982
Skills
Accounting, Financial Analysis, Auditing, Internal Audit, Process Improvement, Banking, Finance, General Ledger, Budgets, Accounts Payable, Corporate Finance, Management, Financial Statements, Account Reconciliation, Leadership
Education
Southern Illinois University, Edwardsville 1988 — 1995
MBA, Finance
Bradley University 1974 — 1977
B.S., Accounting
Laura M. Nomura, CPA's McGladrey & Pullen Experience 1994 - 1998
Job Assistant General ManagerFinance at Riverside Public Utilities
Industry Utilities
Experience
Riverside Public Utilities October 2012 - Present
California Society of Municipal Finance Officers Association February 2012 - February 2013
City of Irwindale October 2008 - October 2012
City of Hemet January 2007 - September 2008
City of Riverside January 2003 - January 2007
Scully Companies March 2000 - January 2003
City of Riverside Public Utilities December 1998 - March 2000
McGladrey & Pullen 1994 - 1998
Fleming Reiss and Company, CPA's 1990 - 1994
Nissan Motor Acceptance Corporation 1988 - 1990
Skills
Bilingual-Spanish, Budgeting, Risk Management, Investments, Administration, Government, Supervisory Skills, Accounting, Financial Analysis, Compliance, Forecasting, Financial Management, Strategic Planning, Auditing, Financial Reporting, Managerial Finance, Budgets, Policy, Leadership, Government Accounting, System Administration, Management, Finance, Analysis, Financial Audits, Project Planning, Internal Controls, Financial Accounting, Process Improvement, Accounts Receivable, Capital Budgeting, Variance Analysis, Public Speaking, Cash Flow, Cost Accounting, Financial Forecasting, US GAAP, Strategic Financial..., Sarbanes-Oxley Act, Revenue Recognition, Cash Management, General Ledger, Treasury Management, Financial Statements, Fixed Assets, Public Finance, Financial Modeling, SEC filings, Due Diligence, Public Sector Financial...
Education
California State University-Fullerton 1983 — 1985
BA, Accounting
Riverside Public Utilities October 2012 - Present
California Society of Municipal Finance Officers Association February 2012 - February 2013
City of Irwindale October 2008 - October 2012
City of Hemet January 2007 - September 2008
City of Riverside January 2003 - January 2007
Scully Companies March 2000 - January 2003
City of Riverside Public Utilities December 1998 - March 2000
McGladrey & Pullen 1994 - 1998
Fleming Reiss and Company, CPA's 1990 - 1994
Nissan Motor Acceptance Corporation 1988 - 1990
Skills
Bilingual-Spanish, Budgeting, Risk Management, Investments, Administration, Government, Supervisory Skills, Accounting, Financial Analysis, Compliance, Forecasting, Financial Management, Strategic Planning, Auditing, Financial Reporting, Managerial Finance, Budgets, Policy, Leadership, Government Accounting, System Administration, Management, Finance, Analysis, Financial Audits, Project Planning, Internal Controls, Financial Accounting, Process Improvement, Accounts Receivable, Capital Budgeting, Variance Analysis, Public Speaking, Cash Flow, Cost Accounting, Financial Forecasting, US GAAP, Strategic Financial..., Sarbanes-Oxley Act, Revenue Recognition, Cash Management, General Ledger, Treasury Management, Financial Statements, Fixed Assets, Public Finance, Financial Modeling, SEC filings, Due Diligence, Public Sector Financial...
Education
California State University-Fullerton 1983 — 1985
BA, Accounting
Andy Lieberenz's McGladrey & Pullen Experience 1998 - 2000
Job Collaboration Architect at US Bank
Industry Retail
Experience
US Bank October 2013 - Present
Les Schwab Tires 2000 - October 2013
McGladrey & Pullen 1998 - 2000
Sony Disc Manufacturing 1996 - 1997
Sony Disc Manufacturing 1995 - 1996
Skills
Servers, Troubleshooting, SharePoint, Lotus Domino, Integration, IBM iSeries, Blackberry Enterprise..., Disaster Recovery, System Administration, Operating Systems, Lotus Notes
Education
California State University-Fullerton 1987 — 1991
BA, Business, Communications
US Bank October 2013 - Present
Les Schwab Tires 2000 - October 2013
McGladrey & Pullen 1998 - 2000
Sony Disc Manufacturing 1996 - 1997
Sony Disc Manufacturing 1995 - 1996
Skills
Servers, Troubleshooting, SharePoint, Lotus Domino, Integration, IBM iSeries, Blackberry Enterprise..., Disaster Recovery, System Administration, Operating Systems, Lotus Notes
Education
California State University-Fullerton 1987 — 1991
BA, Business, Communications
Kathleen Kretowicz's McGladrey & Pullen Experience 2005 - June 2012
Job Retired Partner at McGladrey & Pullen
Industry Accounting
Experience
McGladrey & Pullen 2005 - June 2012
Education
Northeastern University 1976 — 1977
MS, Accounting
Boston University 1971 — 1973
BA, English
McGladrey & Pullen 2005 - June 2012
Education
Northeastern University 1976 — 1977
MS, Accounting
Boston University 1971 — 1973
BA, English
Reza Mahban's McGladrey & Pullen Experience 2004 - Present
Job Controller at Wingate Companies
Industry Accounting
Experience
Wingate Companies August 2011 - Present
McGladrey & Pullen 2004 - Present
RSM McGladrey October 2004 - July 2011
ziner 2004 - 2008
american express tax and business 2004 - 2008
reznick 1997 - 2000
reznick 1997 - 2000
reznick fedder & silverman 1997 - 2000
Skills
CPA, Financial Reporting, US GAAP, Accounting, Financial Analysis, Financial Accounting, GAAP, Auditing, SEC filings, Internal Controls, Tax, Corporate Tax, Due Diligence
Education
Boston College
BA, Accounting
Wingate Companies August 2011 - Present
McGladrey & Pullen 2004 - Present
RSM McGladrey October 2004 - July 2011
ziner 2004 - 2008
american express tax and business 2004 - 2008
reznick 1997 - 2000
reznick 1997 - 2000
reznick fedder & silverman 1997 - 2000
Skills
CPA, Financial Reporting, US GAAP, Accounting, Financial Analysis, Financial Accounting, GAAP, Auditing, SEC filings, Internal Controls, Tax, Corporate Tax, Due Diligence
Education
Boston College
BA, Accounting
Jean-Marc Plantier's McGladrey & Pullen Experience January 1999 - December 1999
Job Director of Finance at TriLinc Global
Industry Accounting
Experience
TriLinc Global August 2014 - Present
Resources Global Professionals January 2011 - August 2014
Self - Employed March 2009 - June 2013
Cacciamatta Accountancy Corp November 2005 - March 2009
Hall & Company June 2003 - November 2005
Moore Stephens Wurth Frazer and Torber, LLP 1995 - 2000
McGladrey & Pullen January 1999 - December 1999
Fidelity National Financial September 1989 - September 1995
Skills
SEC reporting, Financial Reporting, Audit, Technical Accounting, GAAP, Mergers, Insurance, IPO, Public Companies, Financial Accounting, SEC filings, Financial Audits, Consolidation, Strategic Financial..., Internal Controls, Due Diligence, Revenue Recognition, CPA, Financial Modeling, Cash Management, US GAAP, Corporate Finance, Accounting, Tax, Sarbanes-Oxley, Auditing, Budgets, Forecasting, QuickBooks, Variance Analysis, Forensic Accounting, Assurance, Business Valuation, Acquisition Integration, Valuation, Finance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1995
B.A., Accounting
TriLinc Global August 2014 - Present
Resources Global Professionals January 2011 - August 2014
Self - Employed March 2009 - June 2013
Cacciamatta Accountancy Corp November 2005 - March 2009
Hall & Company June 2003 - November 2005
Moore Stephens Wurth Frazer and Torber, LLP 1995 - 2000
McGladrey & Pullen January 1999 - December 1999
Fidelity National Financial September 1989 - September 1995
Skills
SEC reporting, Financial Reporting, Audit, Technical Accounting, GAAP, Mergers, Insurance, IPO, Public Companies, Financial Accounting, SEC filings, Financial Audits, Consolidation, Strategic Financial..., Internal Controls, Due Diligence, Revenue Recognition, CPA, Financial Modeling, Cash Management, US GAAP, Corporate Finance, Accounting, Tax, Sarbanes-Oxley, Auditing, Budgets, Forecasting, QuickBooks, Variance Analysis, Forensic Accounting, Assurance, Business Valuation, Acquisition Integration, Valuation, Finance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1993 — 1995
B.A., Accounting
Gary Hahn's McGladrey & Pullen Experience 1977 - 2002
Job Partner at Bernard Robinson & Company, L.L.P.
Industry Accounting
Experience
Bernard Robinson & Company, LLP August 2006 - Present
Frank L. Blum Construction Company May 2005 - August 2006
Haley Hahn Home Solutions, Inc. May 2003 - May 2005
McGladrey & Pullen 1977 - 2002
Skills
Affordable Housing, Accounting, Tax, Auditing, Nonprofits, CPA, GAAP, Financial Reporting, US GAAP, Management, Internal Controls, Tax Preparation, Income Tax
Education
University of North Carolina at Greensboro 1972 — 1973
BA, Economics
UNC Chapel Hill 1969 — 1972
None, Pharmacy
Brevard College 1968 — 1969
Pre-Pharmacy Studies
Bernard Robinson & Company, LLP August 2006 - Present
Frank L. Blum Construction Company May 2005 - August 2006
Haley Hahn Home Solutions, Inc. May 2003 - May 2005
McGladrey & Pullen 1977 - 2002
Skills
Affordable Housing, Accounting, Tax, Auditing, Nonprofits, CPA, GAAP, Financial Reporting, US GAAP, Management, Internal Controls, Tax Preparation, Income Tax
Education
University of North Carolina at Greensboro 1972 — 1973
BA, Economics
UNC Chapel Hill 1969 — 1972
None, Pharmacy
Brevard College 1968 — 1969
Pre-Pharmacy Studies
Matt McCurtain, CFA's McGladrey & Pullen Experience May 2006 - October 2006
Job Senior Accountant Corporate Accounting
Industry Banking
Experience
Starbucks Coffee Company November 2008 - Present
Washington Mutual October 2006 - November 2008
McGladrey & Pullen May 2006 - October 2006
Fortner, Bayens, Levkulich LLP August 2004 - May 2006
Skills
GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, General Ledger, Financial Analysis, US GAAP
Education
Carroll College
Bachelors, Accounting and Business Administrations
Gonzaga University - School of Business Administration
M.B.A, Business Administration
Starbucks Coffee Company November 2008 - Present
Washington Mutual October 2006 - November 2008
McGladrey & Pullen May 2006 - October 2006
Fortner, Bayens, Levkulich LLP August 2004 - May 2006
Skills
GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, General Ledger, Financial Analysis, US GAAP
Education
Carroll College
Bachelors, Accounting and Business Administrations
Gonzaga University - School of Business Administration
M.B.A, Business Administration
Peter Wong, CPA's McGladrey & Pullen Experience September 2008 - October 2011
Job Hedge Fund Accountant at Tiger Global Management
Industry Accounting
Experience
Tiger Global Management January 2014 - Present
Ernst & Young November 2011 - December 2013
McGladrey & Pullen September 2008 - October 2011
Skills
SEC filings, Internal Controls, Auditing, US GAAP, GAAP, Accounting
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science in Accounting, Accounting
Tiger Global Management January 2014 - Present
Ernst & Young November 2011 - December 2013
McGladrey & Pullen September 2008 - October 2011
Skills
SEC filings, Internal Controls, Auditing, US GAAP, GAAP, Accounting
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science in Accounting, Accounting
Jim Ubben's McGladrey & Pullen Experience 1988 - 1991
Job Director, Internal Audit at Bemis Company, Inc.
Industry Packaging and Containers
Experience
Bemis Company, Inc. January 2006 - Present
Bemis Company, Inc. October 1995 - January 2006
KPMG Peat Marwick July 1993 - October 1995
McGladrey & Pullen 1988 - 1991
Skills
Risk Management, Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Cost Accounting, Internal Audit, GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, Forecasting, SAP, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
MBA, Business Administration
Buena Vista University 1984 — 1988
B.A., Accounting
Bemis Company, Inc. January 2006 - Present
Bemis Company, Inc. October 1995 - January 2006
KPMG Peat Marwick July 1993 - October 1995
McGladrey & Pullen 1988 - 1991
Skills
Risk Management, Audit, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Cost Accounting, Internal Audit, GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, Forecasting, SAP, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
MBA, Business Administration
Buena Vista University 1984 — 1988
B.A., Accounting
Haiguhi Kristin Oganesyan's McGladrey & Pullen Experience September 1996 - December 2003
Job Director at TWHC
Industry Banking
Experience
TWHC - An Independent Member Firm of the BDO Seidman Alliance October 2011 - Present
East West Bank April 2010 - October 2011
Independent Consultant September 2009 - March 2010
Alliance Bank September 2004 - June 2009
Cedars Bank December 2003 - September 2004
McGladrey & Pullen September 1996 - December 2003
First Interstate Bank June 1993 - June 1996
Skills
Banking, Financial Reporting, SEC filings, Financial Analysis, Cash Management, Commercial Banking, Loans, Internal Controls, Credit, Accounting, GAAP, Auditing, CPA, Sarbanes-Oxley Act, Financial Accounting, Treasury Management, US GAAP, Finance, Financial Risk, Due Diligence, Financial Modeling, Internal Audit, Leadership, Management
Education
California State University-Northridge
Bachelor of Science, Accounting
TWHC - An Independent Member Firm of the BDO Seidman Alliance October 2011 - Present
East West Bank April 2010 - October 2011
Independent Consultant September 2009 - March 2010
Alliance Bank September 2004 - June 2009
Cedars Bank December 2003 - September 2004
McGladrey & Pullen September 1996 - December 2003
First Interstate Bank June 1993 - June 1996
Skills
Banking, Financial Reporting, SEC filings, Financial Analysis, Cash Management, Commercial Banking, Loans, Internal Controls, Credit, Accounting, GAAP, Auditing, CPA, Sarbanes-Oxley Act, Financial Accounting, Treasury Management, US GAAP, Finance, Financial Risk, Due Diligence, Financial Modeling, Internal Audit, Leadership, Management
Education
California State University-Northridge
Bachelor of Science, Accounting
Erin Peterson, CPA's McGladrey & Pullen Experience August 2006 - 2007
Job GL Accounting
Industry Accounting
Experience
EchoStar Corporation April 2011 - Present
Intermec Technologies 2007 - April 2011
McGladrey & Pullen August 2006 - 2007
Skills
Accounting
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
Marshall University 2001 — 2005
BA, Accounting
Buckinghamshire New University 2004 — 2004
Business
EchoStar Corporation April 2011 - Present
Intermec Technologies 2007 - April 2011
McGladrey & Pullen August 2006 - 2007
Skills
Accounting
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
Marshall University 2001 — 2005
BA, Accounting
Buckinghamshire New University 2004 — 2004
Business
Alice Moore, CGMA's McGladrey & Pullen Experience December 1987 - September 1992
Job SBU Controller at Breeders Choice Pet Foods
Industry Food & Beverages
Experience
Central Garden and Pet August 2009 - Present
Driftwood Dairy, Inc. February 2003 - July 2009
RSM McGladrey October 1996 - February 2003
McGladrey & Pullen December 1987 - September 1992
Skills
Financial Reporting, Internal Controls, Forecasting, Business Analysis, Manufacturing, Accounting, Financial Accounting, Auditing, Budgets, Financial Analysis, Leadership, Finance, Management Consulting, Business Strategy, Executive Management, CPA, Management, Sarbanes-Oxley Act, GAAP
Education
California State University-Fullerton 1983 — 1987
BA, Business, Accounting Concentration
Central Garden and Pet August 2009 - Present
Driftwood Dairy, Inc. February 2003 - July 2009
RSM McGladrey October 1996 - February 2003
McGladrey & Pullen December 1987 - September 1992
Skills
Financial Reporting, Internal Controls, Forecasting, Business Analysis, Manufacturing, Accounting, Financial Accounting, Auditing, Budgets, Financial Analysis, Leadership, Finance, Management Consulting, Business Strategy, Executive Management, CPA, Management, Sarbanes-Oxley Act, GAAP
Education
California State University-Fullerton 1983 — 1987
BA, Business, Accounting Concentration
Casey Atwater, CPA's McGladrey & Pullen Experience September 2008 - September 2011
Job AVP & Financial Reporting Manager at Citizens Business Bank
Industry Accounting
Experience
Citizens Business Bank February 2015 - Present
McGladrey October 2013 - January 2015
KPMG October 2011 - May 2013
McGladrey & Pullen September 2008 - September 2011
Moore Stephens Wurth Frazer and Torbet, LLP January 2008 - May 2008
Skills
US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Accounting, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, External Audit, Assurance, Financial Audits, Sarbanes-Oxley, Financial Statements, Consolidation, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelors, Accounting
Grossmont High School 1999 — 2003
High School Diploma, General Studies
Citizens Business Bank February 2015 - Present
McGladrey October 2013 - January 2015
KPMG October 2011 - May 2013
McGladrey & Pullen September 2008 - September 2011
Moore Stephens Wurth Frazer and Torbet, LLP January 2008 - May 2008
Skills
US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Accounting, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, External Audit, Assurance, Financial Audits, Sarbanes-Oxley, Financial Statements, Consolidation, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelors, Accounting
Grossmont High School 1999 — 2003
High School Diploma, General Studies
Ginny Jeanmougin's McGladrey & Pullen Experience 1993 - 1995
Job Enterprise Risk Management Coordinator at Federal Reserve Bank
Industry Banking
Experience
Federal Reserve Bank of St. Louis 2011 - Present
Anheuser-Busch 1999 - 2009
Ernst & Young 1995 - 1999
McGladrey & Pullen 1993 - 1995
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA
Bradley University 1989 — 1993
Bachelor of Science, Accounting
Federal Reserve Bank of St. Louis 2011 - Present
Anheuser-Busch 1999 - 2009
Ernst & Young 1995 - 1999
McGladrey & Pullen 1993 - 1995
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA
Bradley University 1989 — 1993
Bachelor of Science, Accounting
Julie (Brown) Anderson's McGladrey & Pullen Experience 1995 - 2000
Job Financial Analysis & Reporting Manager at LeanLogistics
Industry Computer Software
Experience
LeanLogistics May 2008 - Present
National Multiple Sclerosis Society 2005 - 2007
Geenen & Kolean 2000 - 2003
McGladrey & Pullen 1995 - 2000
Coopers & Lybrand 1992 - 1995
RSM McGladrey 1989 - 1991
Skills
Accounting, Forecasting, Process Improvement, Analysis, Budgets, Start-ups, Business Analysis, Financial Reporting, Microsoft Excel, Finance, Tax, Mergers & Acquisitions, Strategic Financial..., ERP
Education
Central College 1985 — 1989
B.A., Accounting
LeanLogistics May 2008 - Present
National Multiple Sclerosis Society 2005 - 2007
Geenen & Kolean 2000 - 2003
McGladrey & Pullen 1995 - 2000
Coopers & Lybrand 1992 - 1995
RSM McGladrey 1989 - 1991
Skills
Accounting, Forecasting, Process Improvement, Analysis, Budgets, Start-ups, Business Analysis, Financial Reporting, Microsoft Excel, Finance, Tax, Mergers & Acquisitions, Strategic Financial..., ERP
Education
Central College 1985 — 1989
B.A., Accounting
Danielle Theis's McGladrey & Pullen Experience January 2001 - December 2003
Job Owner/CPA at Olympia Accounting & Finance
Industry Accounting
Experience
Olympia Accounting & Finance January 2004 - Present
McGladrey & Pullen January 2001 - December 2003
South Dakota Small Business Development Center 1999 - 1999
Education
Black Hills State University 1996 — 2000
BS in Professional Accountancy, Accounting
Olympia Accounting & Finance January 2004 - Present
McGladrey & Pullen January 2001 - December 2003
South Dakota Small Business Development Center 1999 - 1999
Education
Black Hills State University 1996 — 2000
BS in Professional Accountancy, Accounting
Steve Drageset's McGladrey & Pullen Experience July 1984 - October 1990
Job Board Member at Superior California Economic Development
Industry Accounting
Experience
Aiello, Goodrich & Teuscher December 2003 - Present
Carlson, Pavlik and Drageset November 1990 - October 2003
McGladrey & Pullen July 1984 - October 1990
Skills
Tax, Auditing, Income Tax, Financial Reporting, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Small Business, Internal Controls, Tax Preparation, Non-profits, GAAP, QuickBooks, CPA, Strategic Planning, Accounting, Corporate Tax, Tax Accounting, US GAAP, Tax Research, General Ledger, Managerial Finance, Finance, Bookkeeping, Financial Audits, Budgets, Management Consulting, Business Planning, Tax Returns, External Audit, Forensic Accounting, Financial Statements, Partnership Taxation, Assurance, Cash Flow, Cash Management, Account Reconciliation, Fixed Assets, Tax Advisory, Credit, Financial Modeling, Due Diligence, Strategic Financial..., Consolidation, Financial Planning, Nonprofits
Education
California State University-Long Beach - College of Business Administration 1982 — 1984
BS, Accounting
Pasadena City College 1980 — 1982
AA, Business
Aiello, Goodrich & Teuscher December 2003 - Present
Carlson, Pavlik and Drageset November 1990 - October 2003
McGladrey & Pullen July 1984 - October 1990
Skills
Tax, Auditing, Income Tax, Financial Reporting, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Small Business, Internal Controls, Tax Preparation, Non-profits, GAAP, QuickBooks, CPA, Strategic Planning, Accounting, Corporate Tax, Tax Accounting, US GAAP, Tax Research, General Ledger, Managerial Finance, Finance, Bookkeeping, Financial Audits, Budgets, Management Consulting, Business Planning, Tax Returns, External Audit, Forensic Accounting, Financial Statements, Partnership Taxation, Assurance, Cash Flow, Cash Management, Account Reconciliation, Fixed Assets, Tax Advisory, Credit, Financial Modeling, Due Diligence, Strategic Financial..., Consolidation, Financial Planning, Nonprofits
Education
California State University-Long Beach - College of Business Administration 1982 — 1984
BS, Accounting
Pasadena City College 1980 — 1982
AA, Business
Peter Testaverde's McGladrey & Pullen Experience 2006 - 2008
Job Partner at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP November 2008 - Present
McGladrey & Pullen 2006 - 2008
Goldstein Golub Kessler LLP 1990 - 2006
Spicer & Oppenheim (formerly Oppenheim, Appel, Dixon & Co.) 1979 - 1990
Kaufmann Alsberg & Co. 1974 - 1979
Oppenheim Appel Dixon & Co 1968 - 1974
Skills
Hedge Funds, Private Equity, SEC filings, Due Diligence, Alternative Investments, Accounting, US GAAP, Financial Reporting, Internal Controls, GAAP, Tax, CPA, Fund Accounting, Valuation, Finance, Asset Management, Fund Of Funds, Auditing, Equities, Investments, Mutual Funds, Financial Analysis, Securities, Mergers & Acquisitions, Cash Management, SEC Filings
Education
Brooklyn College 1964 — 1968
Bachelor of Science, Accounting
EisnerAmper LLP November 2008 - Present
McGladrey & Pullen 2006 - 2008
Goldstein Golub Kessler LLP 1990 - 2006
Spicer & Oppenheim (formerly Oppenheim, Appel, Dixon & Co.) 1979 - 1990
Kaufmann Alsberg & Co. 1974 - 1979
Oppenheim Appel Dixon & Co 1968 - 1974
Skills
Hedge Funds, Private Equity, SEC filings, Due Diligence, Alternative Investments, Accounting, US GAAP, Financial Reporting, Internal Controls, GAAP, Tax, CPA, Fund Accounting, Valuation, Finance, Asset Management, Fund Of Funds, Auditing, Equities, Investments, Mutual Funds, Financial Analysis, Securities, Mergers & Acquisitions, Cash Management, SEC Filings
Education
Brooklyn College 1964 — 1968
Bachelor of Science, Accounting
Fred Gomes's McGladrey & Pullen Experience 1985 - 2006
Job Sr. Vice President/CFO at Provident Credit Union
Industry Banking
Experience
Provident Credit Union September 2006 - Present
McGladrey & Pullen 1985 - 2006
RSM McGladrey 1985 - 2006
Skills
Financial Services, Banking, Risk Management, Process Improvement, Financial Analysis, IT Management, Loans, Portfolio Management, Executive Management, Retail Banking, Team Building, Finance, Mortgage Lending, Accounting, Management Consulting, Cash Management, Credit Analysis, Credit Unions, Budgets, CPA, E-commerce, Strategic Planning, Leadership, Financial Reporting, Assurance, Change Management, Sarbanes-Oxley Act, Project Management, Enterprise Risk..., Internal Controls
Education
California State University-Chico 1983 — 1985
Masters in Business Administration, Business
University of California, Davis 1979 — 1982
BA, Political Science/Public Service
Provident Credit Union September 2006 - Present
McGladrey & Pullen 1985 - 2006
RSM McGladrey 1985 - 2006
Skills
Financial Services, Banking, Risk Management, Process Improvement, Financial Analysis, IT Management, Loans, Portfolio Management, Executive Management, Retail Banking, Team Building, Finance, Mortgage Lending, Accounting, Management Consulting, Cash Management, Credit Analysis, Credit Unions, Budgets, CPA, E-commerce, Strategic Planning, Leadership, Financial Reporting, Assurance, Change Management, Sarbanes-Oxley Act, Project Management, Enterprise Risk..., Internal Controls
Education
California State University-Chico 1983 — 1985
Masters in Business Administration, Business
University of California, Davis 1979 — 1982
BA, Political Science/Public Service
Grayden Westfall's McGladrey & Pullen Experience 1989 - 1990
Job Client Service Manager, Investment Manager, Finance.
Industry Banking
Experience
State Street Bank 2003 - 2013
Deutsche Bank November 1990 - 2003
McGladrey & Pullen 1989 - 1990
Skills
Risk Management, Alternative Investments, Asset Allocation, Fixed Income, Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Valuation, Analysis, Finance, Auditing, Management, Internal Controls, Financial Planning, Financial Risk, Leadership
Education
Brigham Young University
Master's Degree, Accounting
Brigham Young University
Bachelor's Degree, Accounting
State Street Bank 2003 - 2013
Deutsche Bank November 1990 - 2003
McGladrey & Pullen 1989 - 1990
Skills
Risk Management, Alternative Investments, Asset Allocation, Fixed Income, Accounting, Financial Analysis, Strategic Financial..., Internal Audit, Valuation, Analysis, Finance, Auditing, Management, Internal Controls, Financial Planning, Financial Risk, Leadership
Education
Brigham Young University
Master's Degree, Accounting
Brigham Young University
Bachelor's Degree, Accounting
Cheryl Sherrard, CFP's McGladrey & Pullen Experience 2001 - 2003
Job Director of Planning at Clearview Wealth Management
Industry Financial Services
Experience
Clearview Wealth Management (Charlotte, NC) March 2013 - Present
Rinehart Wealth Management May 2003 - February 2013
McGladrey & Pullen 2001 - 2003
Skills
Wealth Management, Retirement Planning, Later Life Planning, Intergenerational..., Retirement, Certified Financial..., Financial Planning, High Net Worth..., Executive Benefit..., Retirement Communities, Elder Care Planning, Investments, Wealth, Finance, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Tax, Personal Finance, Asset Management, Sandwich Generation..., Investment Management, Middle Income Retirees
Education
University of California, Berkeley
Certificate in Personal Financial Planning
Central Piedmont Community College
Aging Studies Certificate
Mount Union College 1979 — 1982
B.S., Mathematics and Computer Science
Clearview Wealth Management (Charlotte, NC) March 2013 - Present
Rinehart Wealth Management May 2003 - February 2013
McGladrey & Pullen 2001 - 2003
Skills
Wealth Management, Retirement Planning, Later Life Planning, Intergenerational..., Retirement, Certified Financial..., Financial Planning, High Net Worth..., Executive Benefit..., Retirement Communities, Elder Care Planning, Investments, Wealth, Finance, Estate Planning, Asset Allocation, Financial Advisory, Investment Advisory, Tax, Personal Finance, Asset Management, Sandwich Generation..., Investment Management, Middle Income Retirees
Education
University of California, Berkeley
Certificate in Personal Financial Planning
Central Piedmont Community College
Aging Studies Certificate
Mount Union College 1979 — 1982
B.S., Mathematics and Computer Science
Janet Butchart's McGladrey & Pullen Experience 1989 - 1998
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fisheries Supply April 2009 - Present
SailboatOwners.com March 2007 - October 2008
Marketing Design Systems November 1999 - 2006
McGladrey & Pullen 1989 - 1998
Education
Bradley University 1981 — 1984
BS MBA, Marketing
Fisheries Supply April 2009 - Present
SailboatOwners.com March 2007 - October 2008
Marketing Design Systems November 1999 - 2006
McGladrey & Pullen 1989 - 1998
Education
Bradley University 1981 — 1984
BS MBA, Marketing
Rick Willden's McGladrey & Pullen Experience 2003 - 2006
Job Chief Financial Officer at Turbo Resources Int'l
Industry Aviation & Aerospace
Experience
Turbo Resources Int'l July 2013 - Present
Teyma USA / Abengoa 2011 - July 2013
CEA - Global Education 2010 - 2011
Woodside Homes 2006 - April 2010
RSM McGladrey 2003 - 2006
McGladrey & Pullen 2003 - 2006
PricewaterhouseCoopers 1997 - 2006
Coopers & Lybrand 1997 - 2006
PricewaterhouseCoopers 1997 - 2003
Kamdar & Company 1995 - 1997
Skills
IFRS, Spanish, GAAP, US GAAP, English, Internal Controls, Financial Reporting, SOX, Accounting, Audit, SEC reporting, Consolidation, IAS, UK GAAP, External Audit, Financial Accounting, Statutory, Auditing, Revenue Recognition, Internal Audit, Accounting Standards, International Accounting, Technical Accounting, Canadian GAAP, Financial Control, FASB, Microsoft Office, Cost Accounting, 10Q, Word, Excel, GAAS, PowerPoint, Statutory Reporting, Controlling, Financial Instruments, General Ledger, Variance Analysis, Multilingual, Fluent English, SEC filings, Budgets, Forecasting, CPA, Financial Statements, Cash Management, Tax, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley
Education
Brigham Young University 1990 — 1997
Masters, Accounting
Turbo Resources Int'l July 2013 - Present
Teyma USA / Abengoa 2011 - July 2013
CEA - Global Education 2010 - 2011
Woodside Homes 2006 - April 2010
RSM McGladrey 2003 - 2006
McGladrey & Pullen 2003 - 2006
PricewaterhouseCoopers 1997 - 2006
Coopers & Lybrand 1997 - 2006
PricewaterhouseCoopers 1997 - 2003
Kamdar & Company 1995 - 1997
Skills
IFRS, Spanish, GAAP, US GAAP, English, Internal Controls, Financial Reporting, SOX, Accounting, Audit, SEC reporting, Consolidation, IAS, UK GAAP, External Audit, Financial Accounting, Statutory, Auditing, Revenue Recognition, Internal Audit, Accounting Standards, International Accounting, Technical Accounting, Canadian GAAP, Financial Control, FASB, Microsoft Office, Cost Accounting, 10Q, Word, Excel, GAAS, PowerPoint, Statutory Reporting, Controlling, Financial Instruments, General Ledger, Variance Analysis, Multilingual, Fluent English, SEC filings, Budgets, Forecasting, CPA, Financial Statements, Cash Management, Tax, Sarbanes-Oxley Act, Finance, Sarbanes-Oxley
Education
Brigham Young University 1990 — 1997
Masters, Accounting
Terry Seifert's McGladrey & Pullen Experience 2000 - 2003
Job Compliance Coordinator at FCI, Inc.
Industry Oil & Energy
Experience
FCI, Inc. August 2014 - Present
ManpowerGroup May 2013 - August 2014
FCI, Inc. June 2012 - May 2013
Manpower Inc. June 2009 - December 2011
Miss T's Sweets 2004 - 2007
First Gold Hotel & Gaming 2002 - 2004
McGladrey & Pullen 2000 - 2003
Skills
Human Resources, Payroll, Employee Relations, Onboarding, Benefits Administration, Recruiting, Employee Benefits, Talent Acquisition, Interviews, College Recruiting, Sourcing, Temporary Placement, Applicant Tracking..., Customer Service, Technical Recruiting
Education
The University of South Dakota 1997 — 2001
Masters, Adminstrative Studies
Black Hills State University 1980 — 1988
Bachelor of Science, Business Administration
FCI, Inc. August 2014 - Present
ManpowerGroup May 2013 - August 2014
FCI, Inc. June 2012 - May 2013
Manpower Inc. June 2009 - December 2011
Miss T's Sweets 2004 - 2007
First Gold Hotel & Gaming 2002 - 2004
McGladrey & Pullen 2000 - 2003
Skills
Human Resources, Payroll, Employee Relations, Onboarding, Benefits Administration, Recruiting, Employee Benefits, Talent Acquisition, Interviews, College Recruiting, Sourcing, Temporary Placement, Applicant Tracking..., Customer Service, Technical Recruiting
Education
The University of South Dakota 1997 — 2001
Masters, Adminstrative Studies
Black Hills State University 1980 — 1988
Bachelor of Science, Business Administration
john lall's McGladrey & Pullen Experience July 2006 - October 2007
Job Audit Manager at Marcum & Kliegman LLP
Industry Accounting
Experience
Marcum & Kliegman LLP October 2007 - Present
McGladrey & Pullen July 2006 - October 2007
BDO - CFR January 2006 - June 2006
MetLife November 2004 - July 2005
BDO SEIDMAN, LLP August 2000 - November 2004
Salibello & Broder LLP August 1997 - August 2000
Education
City University of New York-Hunter College 1993 — 1997
BS-ACCOUNTING, ACCOUNTING
Marcum & Kliegman LLP October 2007 - Present
McGladrey & Pullen July 2006 - October 2007
BDO - CFR January 2006 - June 2006
MetLife November 2004 - July 2005
BDO SEIDMAN, LLP August 2000 - November 2004
Salibello & Broder LLP August 1997 - August 2000
Education
City University of New York-Hunter College 1993 — 1997
BS-ACCOUNTING, ACCOUNTING
Anna Verch's McGladrey & Pullen Experience September 2007 - March 2009
Job Director of Sales Analytics
Industry Accounting
Experience
Medline Industries, Inc. September 2015 - Present
Medline Industries, Inc. November 2014 - August 2015
Medline Industries April 2012 - October 2014
Medline Industries June 2011 - March 2012
Medline Industries May 2009 - June 2011
McGladrey & Pullen September 2007 - March 2009
Skills
Financial Reporting, Account Reconciliation, General Ledger, Auditing, Internal Audit, Finance, US GAAP, Financial Statements, Financial Accounting, Financial Analysis, CPA, GAAP, Analysis, Internal Controls
Education
Carthage College 2004 — 2007
Bachelors, Accounting
Medline Industries, Inc. September 2015 - Present
Medline Industries, Inc. November 2014 - August 2015
Medline Industries April 2012 - October 2014
Medline Industries June 2011 - March 2012
Medline Industries May 2009 - June 2011
McGladrey & Pullen September 2007 - March 2009
Skills
Financial Reporting, Account Reconciliation, General Ledger, Auditing, Internal Audit, Finance, US GAAP, Financial Statements, Financial Accounting, Financial Analysis, CPA, GAAP, Analysis, Internal Controls
Education
Carthage College 2004 — 2007
Bachelors, Accounting
Rod LeMond's McGladrey & Pullen Experience 1977 - 2009
Job AGM/ Chief Financial Officer at Western Municipal Water District
Industry Utilities
Experience
Western Municipal Water District February 2009 - Present
McGladrey & Pullen 1977 - 2009
Skills
CPA, Sarbanes-Oxley Act, Managerial Finance, US GAAP, GAAP, SEC filings, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Auditing
Education
Cal State Fullerton 1975 — 1977
Bachelor Business Administration, Accounting
Cal State San Bernardino
MBA, Finance
Western Municipal Water District February 2009 - Present
McGladrey & Pullen 1977 - 2009
Skills
CPA, Sarbanes-Oxley Act, Managerial Finance, US GAAP, GAAP, SEC filings, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Auditing
Education
Cal State Fullerton 1975 — 1977
Bachelor Business Administration, Accounting
Cal State San Bernardino
MBA, Finance
James Frankeberger's McGladrey & Pullen Experience April 1996 - June 2008
Job Chief Financial Officer at Neighborhood Credit Union
Industry Financial Services
Experience
Neighborhood Credit Union June 2008 - Present
Result150 2013 - 2013
McGladrey & Pullen April 1996 - June 2008
Skills
Credit Unions, Audit, Auditing, Banking, Accounting, Credit, Financial Analysis, Risk Management, Finance, Consumer Lending, Credit Risk, Mortgage Lending, Credit Analysis, Underwriting, Loan Origination, Small Business Lending, Commercial Lending
Education
California State University-Fullerton - College of Business and Economics 1988 — 1993
B.A., Concentration Finance and minor Psychology
Neighborhood Credit Union June 2008 - Present
Result150 2013 - 2013
McGladrey & Pullen April 1996 - June 2008
Skills
Credit Unions, Audit, Auditing, Banking, Accounting, Credit, Financial Analysis, Risk Management, Finance, Consumer Lending, Credit Risk, Mortgage Lending, Credit Analysis, Underwriting, Loan Origination, Small Business Lending, Commercial Lending
Education
California State University-Fullerton - College of Business and Economics 1988 — 1993
B.A., Concentration Finance and minor Psychology
Terra F. Rollins's McGladrey & Pullen Experience January 1999 - August 2001
Job Corporate Controller at Augeo Affinity Marketing
Industry Accounting
Experience
Augeo Affinity Marketing January 2014 - Present
ARAMARK May 2011 - December 2013
Coldwell Banker Pacific Properties August 2006 - July 2010
Guild Mortgage Company May 2002 - October 2005
Quidel Corporation August 2001 - May 2002
McGladrey & Pullen January 1999 - August 2001
Education
California State University-San Marcos - College of Business Administration 1996 — 1998
Accounting - Business Administration, Accounting
Augeo Affinity Marketing January 2014 - Present
ARAMARK May 2011 - December 2013
Coldwell Banker Pacific Properties August 2006 - July 2010
Guild Mortgage Company May 2002 - October 2005
Quidel Corporation August 2001 - May 2002
McGladrey & Pullen January 1999 - August 2001
Education
California State University-San Marcos - College of Business Administration 1996 — 1998
Accounting - Business Administration, Accounting
Eric Durham's McGladrey & Pullen Experience January 2007 - October 2010
Job Not your typical CPA
Industry Computer Software
Experience
Intuit April 2014 - Present
Kofax October 2011 - April 2014
Pacific Sunwear August 2011 - October 2011
Motorsport Aftermarket Group, Inc. October 2010 - August 2011
McGladrey & Pullen January 2007 - October 2010
Kessler Alair Insurance Services March 2004 - June 2006
Skills
US GAAP, IFRS, Financial Analysis, Financial Reporting, Revenue Recognition, Auditing, Accounting, Microsoft Office, General Ledger, Internal Controls, SOX 404, Spanish-English, GAAP, Forecasting, CPA, Account Reconciliation, SEC filings, Financial Statements, Variance Analysis, Finance
Education
California State Polytechnic University-Pomona 2004 — 2006
B.S., Business Administration - Accounting
Intuit April 2014 - Present
Kofax October 2011 - April 2014
Pacific Sunwear August 2011 - October 2011
Motorsport Aftermarket Group, Inc. October 2010 - August 2011
McGladrey & Pullen January 2007 - October 2010
Kessler Alair Insurance Services March 2004 - June 2006
Skills
US GAAP, IFRS, Financial Analysis, Financial Reporting, Revenue Recognition, Auditing, Accounting, Microsoft Office, General Ledger, Internal Controls, SOX 404, Spanish-English, GAAP, Forecasting, CPA, Account Reconciliation, SEC filings, Financial Statements, Variance Analysis, Finance
Education
California State Polytechnic University-Pomona 2004 — 2006
B.S., Business Administration - Accounting
Bryan McKeon, CPA, MSA's McGladrey & Pullen Experience October 2011 - July 2012
Job Principal
Industry Accounting
Experience
Katz, Nannis + Solomon, P.C. November 2012 - Present
Boston College September 2013 - Present
McGladrey & Pullen October 2011 - July 2012
Aspect Software 2012 - 2012
Caturano and Company October 2006 - September 2011
State Street August 2004 - May 2006
Skills
Auditing, Assurance, CPA, GAAP, Revenue Recognition, SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Reporting, IT Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MS, Accounting
Boston College 2000 — 2004
BS, Accounting
Manchester West High School
Katz, Nannis + Solomon, P.C. November 2012 - Present
Boston College September 2013 - Present
McGladrey & Pullen October 2011 - July 2012
Aspect Software 2012 - 2012
Caturano and Company October 2006 - September 2011
State Street August 2004 - May 2006
Skills
Auditing, Assurance, CPA, GAAP, Revenue Recognition, SEC filings, US GAAP, Sarbanes-Oxley Act, Financial Reporting, IT Audit
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MS, Accounting
Boston College 2000 — 2004
BS, Accounting
Manchester West High School
Deanna Staeheli, CPA's McGladrey & Pullen Experience October 1998 - April 2001
Job Manager at Boulay
Industry Accounting
Experience
Boulay October 2009 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. March 2007 - October 2009
Wells Fargo May 2001 - March 2007
McGladrey & Pullen October 1998 - April 2001
Skills
Tax, Accounting, Estate Law, Income Tax, Corporate Tax, Estate Tax, Gift Tax, Fiduciary Tax, Generation Skipping..., Tax Returns, Tax Research, High Net Worth..., Tax Preparation, Estate Tax Planning
Education
University of St. Thomas - Opus College of Business 1997 — 1998
MBA, Accounting
California Lutheran University 1996 — 1997
B.A., Psychology
Agoura High School 1986 — 1990
Boulay October 2009 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. March 2007 - October 2009
Wells Fargo May 2001 - March 2007
McGladrey & Pullen October 1998 - April 2001
Skills
Tax, Accounting, Estate Law, Income Tax, Corporate Tax, Estate Tax, Gift Tax, Fiduciary Tax, Generation Skipping..., Tax Returns, Tax Research, High Net Worth..., Tax Preparation, Estate Tax Planning
Education
University of St. Thomas - Opus College of Business 1997 — 1998
MBA, Accounting
California Lutheran University 1996 — 1997
B.A., Psychology
Agoura High School 1986 — 1990
Jacque Sims CPA's McGladrey & Pullen Experience October 2002 - August 2008
Job Equity Plan Administrator at Russell Investments
Industry Accounting
Experience
Russell Investments August 2008 - Present
McGladrey & Pullen October 2002 - August 2008
Education
Chaminade University of Honolulu
BA, Accounting
Russell Investments August 2008 - Present
McGladrey & Pullen October 2002 - August 2008
Education
Chaminade University of Honolulu
BA, Accounting
Talieh Sadri, CPA's McGladrey & Pullen Experience February 1999 - January 2013
Job Audit Manager at Marks Paneth & Shron LLP
Industry Accounting
Experience
Marks Paneth & Shron LLP January 2013 - Present
McGladrey & Pullen February 1999 - January 2013
Lazar & Levine January 1998 - February 1999
Risk and Insurance Management Society, Inc. September 1993 - December 1997
Skills
Accounting, Auditing, Financial Reporting, Financial Audits, General Ledger, Internal Controls, Financial Accounting, Consolidation, Revenue Recognition, Financial Statements, CPA, Due Diligence, GAAP
Education
City University of New York-Herbert H. Lehman College 1990 — 1995
BS, Accounting
Marks Paneth & Shron LLP January 2013 - Present
McGladrey & Pullen February 1999 - January 2013
Lazar & Levine January 1998 - February 1999
Risk and Insurance Management Society, Inc. September 1993 - December 1997
Skills
Accounting, Auditing, Financial Reporting, Financial Audits, General Ledger, Internal Controls, Financial Accounting, Consolidation, Revenue Recognition, Financial Statements, CPA, Due Diligence, GAAP
Education
City University of New York-Herbert H. Lehman College 1990 — 1995
BS, Accounting
Christine Jung's McGladrey & Pullen Experience September 2003 - Present
Job Auditor at McGladrey & Pullen
Industry Accounting
Experience
McGladrey & Pullen September 2003 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2002
BA, Accounting
McGladrey & Pullen September 2003 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2002
BA, Accounting
Jing Yu's McGladrey & Pullen Experience November 2011 - December 2014
Job Crossborder Strategy Consultant
Industry Financial Services
Experience
IBP March 2015 - Present
New York Business Consultants LLC January 2015 - Present
McGladrey & Pullen November 2011 - December 2014
Applied Materials July 2010 - July 2010
BDO Stoy Hayward LLP July 2009 - July 2009
Bank of Communications Limited August 2008 - August 2008
HSBC July 2008 - July 2008
Skills
Accounting, Corporate Finance, Financial Reporting, Bloomberg, Valuation, Managerial Finance, Finance, Financial Accounting, Financial Analysis, IFRS, Auditing, Due Diligence, Internal Controls, Business Valuation
Education
City University London 2010 — 2011
Master of Science (MSc), International Accounting & Finance, Merit
University of York 2007 — 2010
Bachelor's degree, Accounting, Business Finance & Management, Second Class Honors: Division One
IBP March 2015 - Present
New York Business Consultants LLC January 2015 - Present
McGladrey & Pullen November 2011 - December 2014
Applied Materials July 2010 - July 2010
BDO Stoy Hayward LLP July 2009 - July 2009
Bank of Communications Limited August 2008 - August 2008
HSBC July 2008 - July 2008
Skills
Accounting, Corporate Finance, Financial Reporting, Bloomberg, Valuation, Managerial Finance, Finance, Financial Accounting, Financial Analysis, IFRS, Auditing, Due Diligence, Internal Controls, Business Valuation
Education
City University London 2010 — 2011
Master of Science (MSc), International Accounting & Finance, Merit
University of York 2007 — 2010
Bachelor's degree, Accounting, Business Finance & Management, Second Class Honors: Division One
Erika Panasewicz, CPA's McGladrey & Pullen Experience January 2009 - March 2009
Job Assistant Finance Manager at Brandmuscle
Industry Marketing and Advertising
Experience
Brandmuscle April 2013 - July 2015
BrandMuscle January 2011 - April 2013
Windward Partners March 2010 - December 2010
McGladrey & Pullen January 2009 - March 2009
Education
Bowling Green State University 2004 — 2008
Bachelors of Science in Business Administration, Accounting & Finance
Brandmuscle April 2013 - July 2015
BrandMuscle January 2011 - April 2013
Windward Partners March 2010 - December 2010
McGladrey & Pullen January 2009 - March 2009
Education
Bowling Green State University 2004 — 2008
Bachelors of Science in Business Administration, Accounting & Finance
Joanne Batch's McGladrey & Pullen Experience September 2001 - December 2003
Job Sixth Grade Math and Science Teacher at Alliance for College Ready Schools
Industry Primary/Secondary Education
Experience
Alliance for College Ready Schools August 2009 - Present
Alhambra Unified School District September 2007 - June 2009
PacifiCare Health Systems January 2004 - October 2006
McGladrey & Pullen September 2001 - December 2003
Education
California State University-Los Angeles 2007 — 2009
ME, Masters in Early Childhood Education / Multiple Subject Credential
University of California, Riverside 1999 — 2001
BS, Business Administration - Accounting Emphasis
Alliance for College Ready Schools August 2009 - Present
Alhambra Unified School District September 2007 - June 2009
PacifiCare Health Systems January 2004 - October 2006
McGladrey & Pullen September 2001 - December 2003
Education
California State University-Los Angeles 2007 — 2009
ME, Masters in Early Childhood Education / Multiple Subject Credential
University of California, Riverside 1999 — 2001
BS, Business Administration - Accounting Emphasis
Michael Crittenden II's McGladrey & Pullen Experience December 2009 - July 2012
Job Manager Risk Advisory Services at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP July 2012 - Present
McGladrey & Pullen December 2009 - July 2012
Ernst & Young September 2007 - November 2009
Gibraltar Industries 2006 - 2007
Skills
Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Reporting, CPA, Accounting, GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley, External Audit, Financial Statements, Management, SEC Filings, Finance, Internal Audit
Education
Canisius College 2005 — 2007
MBA, Professional Accounting
Canisius College 2000 — 2004
B.S., Finance
Boston College
Dixon Hughes Goodman LLP July 2012 - Present
McGladrey & Pullen December 2009 - July 2012
Ernst & Young September 2007 - November 2009
Gibraltar Industries 2006 - 2007
Skills
Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Reporting, CPA, Accounting, GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley, External Audit, Financial Statements, Management, SEC Filings, Finance, Internal Audit
Education
Canisius College 2005 — 2007
MBA, Professional Accounting
Canisius College 2000 — 2004
B.S., Finance
Boston College
Jennifer Spano's McGladrey & Pullen Experience October 2010 - September 2011
Job Accounting Supervisor at Nucor Steel Memphis
Industry Accounting
Experience
Nucor Corporation June 2014 - September 2015
McGladrey October 2011 - May 2014
McGladrey & Pullen October 2010 - September 2011
McGladrey & Pullen September 2006 - October 2010
Skills
Auditing, CPA, GAAP, Assurance, US GAAP, SEC filings, External Audit, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Financial Analysis
Education
North Carolina State University - College of Management 2005 — 2006
MAC, Accounting
Catawba College 2001 — 2005
BS, Mathematics, Accounting
Nucor Corporation June 2014 - September 2015
McGladrey October 2011 - May 2014
McGladrey & Pullen October 2010 - September 2011
McGladrey & Pullen September 2006 - October 2010
Skills
Auditing, CPA, GAAP, Assurance, US GAAP, SEC filings, External Audit, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Financial Analysis
Education
North Carolina State University - College of Management 2005 — 2006
MAC, Accounting
Catawba College 2001 — 2005
BS, Mathematics, Accounting
Debora Sigler's McGladrey & Pullen Experience September 1998 - October 2009
Job VicePresident, Internal Audit at Altura Credit Union
Industry Accounting
Experience
Altura Credit Union May 2011 - Present
Ahern Adcock Devlin, LLP March 2010 - May 2011
McGladrey & Pullen September 1998 - October 2009
Education
California State University-San Bernardino - College of Business and Public Administration 1995 — 1998
BS, Accounting
Altura Credit Union May 2011 - Present
Ahern Adcock Devlin, LLP March 2010 - May 2011
McGladrey & Pullen September 1998 - October 2009
Education
California State University-San Bernardino - College of Business and Public Administration 1995 — 1998
BS, Accounting
Frank Hambalek's McGladrey & Pullen Experience 1999 - 2001
Job CPA Specializing in Financial Reporting and CFO Duties
Industry Accounting
Experience
Wiebe Hinton Hambalek, LLP January 2003 - Present
McGladrey & Pullen 1999 - 2001
Skills
Financial Reporting, Financial Statement..., Part-Time CFO Services, Process Consulting, Tax Preparation, Strategic Financial..., Estate Tax Planning, Business Tax Planning, Forensic Accounting, Business Entity..., Business Restructures, Tax
Education
California State University-San Bernardino 1986 — 1990
BS, Accounting
Wiebe Hinton Hambalek, LLP January 2003 - Present
McGladrey & Pullen 1999 - 2001
Skills
Financial Reporting, Financial Statement..., Part-Time CFO Services, Process Consulting, Tax Preparation, Strategic Financial..., Estate Tax Planning, Business Tax Planning, Forensic Accounting, Business Entity..., Business Restructures, Tax
Education
California State University-San Bernardino 1986 — 1990
BS, Accounting
Amanda Jonte's McGladrey & Pullen Experience 2007 - 2009
Job Accounting Professional
Industry Accounting
Experience
McGladrey & Pullen 2007 - 2009
Bank of America January 2006 - July 2007
Central Washington University October 2003 - December 2005
Titus-Will August 2000 - August 2004
Education
Santa Clara University 2007 — 2007
Certification, Accounting
Central Washington University 2003 — 2005
BS, IT & Administrative Management
Sount Puget Sound Community College 2000 — 2003
AA, General Studies
McGladrey & Pullen 2007 - 2009
Bank of America January 2006 - July 2007
Central Washington University October 2003 - December 2005
Titus-Will August 2000 - August 2004
Education
Santa Clara University 2007 — 2007
Certification, Accounting
Central Washington University 2003 — 2005
BS, IT & Administrative Management
Sount Puget Sound Community College 2000 — 2003
AA, General Studies
Matthew McGregor's McGladrey & Pullen Experience September 2008 - June 2012
Job Senior Accountant at Youngs Market Company
Industry Accounting
Experience
Youngs Market Company June 2012 - Present
McGladrey & Pullen September 2008 - June 2012
Quality Imaging Products April 1998 - June 2008
Skills
GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, US GAAP, Accounting, General Ledger, Financial Accounting, SEC filings, CPA, Financial Statements, Financial Analysis, QuickBooks, Revenue Recognition, Assurance
Education
California State University-Fullerton
BA in Business Administration, Accounting
Youngs Market Company June 2012 - Present
McGladrey & Pullen September 2008 - June 2012
Quality Imaging Products April 1998 - June 2008
Skills
GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, US GAAP, Accounting, General Ledger, Financial Accounting, SEC filings, CPA, Financial Statements, Financial Analysis, QuickBooks, Revenue Recognition, Assurance
Education
California State University-Fullerton
BA in Business Administration, Accounting
Gianfranco Audia's McGladrey & Pullen Experience September 2008 - November 2010
Job Audit incharge at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche November 2010 - Present
McGladrey & Pullen September 2008 - November 2010
Education
City University of New York-Brooklyn College 2006 — 2008
BS, Accounting
City University of New York-Brooklyn College 2002 — 2006
BA, Economics
O.L.M.C.
Deloitte & Touche November 2010 - Present
McGladrey & Pullen September 2008 - November 2010
Education
City University of New York-Brooklyn College 2006 — 2008
BS, Accounting
City University of New York-Brooklyn College 2002 — 2006
BA, Economics
O.L.M.C.
Armando Jamjian's McGladrey & Pullen Experience 1999 - 2004
Job Certified Public Accountant
Industry Accounting
Experience
Encore Tax Consulting Group December 2004 - Present
Rivera, Jamjian & Dillard, LLP July 2004 - Present
McGladrey & Pullen 1999 - 2004
Arthur Anderson, LLP 1996 - 1999
Skills
Tax, Tax Credits, Tax Services, Strategic Planning, Accounting, Income Tax, Tax Preparation, Corporate Tax, Tax Compliance, Internal Controls, Auditing, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Research, CPA, External Audit, GAAP, International Tax, SEC filings, Tax Law, Tax Returns, US GAAP
Education
California State University-Los Angeles 1993 — 1996
Bachelor of Science (BS), Accounting
Encore Tax Consulting Group December 2004 - Present
Rivera, Jamjian & Dillard, LLP July 2004 - Present
McGladrey & Pullen 1999 - 2004
Arthur Anderson, LLP 1996 - 1999
Skills
Tax, Tax Credits, Tax Services, Strategic Planning, Accounting, Income Tax, Tax Preparation, Corporate Tax, Tax Compliance, Internal Controls, Auditing, Partnership Taxation, Tax Accounting, Tax Advisory, Tax Research, CPA, External Audit, GAAP, International Tax, SEC filings, Tax Law, Tax Returns, US GAAP
Education
California State University-Los Angeles 1993 — 1996
Bachelor of Science (BS), Accounting
Thomas Stabile, CPA's McGladrey & Pullen Experience September 1998 - August 1999
Job Cutwater Asset Management
Industry Financial Services
Experience
Cutwater Asset Management May 2005 - Present
GE Asset Management October 2002 - May 2005
PricewaterhouseCoopers August 1999 - October 2002
McGladrey & Pullen September 1998 - August 1999
Skills
Asset Management, Derivatives, Investments, Financial Analysis, Fixed Income, Mutual Funds, Accounting, Investment Management
Education
Hofstra University 1995 — 1997
BBA Accounting, Accounting
State University of New York at Binghamton 1992 — 1995
Cutwater Asset Management May 2005 - Present
GE Asset Management October 2002 - May 2005
PricewaterhouseCoopers August 1999 - October 2002
McGladrey & Pullen September 1998 - August 1999
Skills
Asset Management, Derivatives, Investments, Financial Analysis, Fixed Income, Mutual Funds, Accounting, Investment Management
Education
Hofstra University 1995 — 1997
BBA Accounting, Accounting
State University of New York at Binghamton 1992 — 1995
Gary Tatro's McGladrey & Pullen Experience September 2004 - March 2007
Job Internal Audit Consultant at TripAdvisor
Industry Accounting
Experience
TripAdvisor November 2014 - March 2015
Reit Management & Research LLC August 2012 - September 2014
Canadian Solar Inc. September 2011 - April 2012
Bright Horizons August 2007 - May 2011
McGladrey & Pullen September 2004 - March 2007
Seigrist and Cree CPAs PC. July 2001 - August 2004
Carlin, Charron & Rosen LLP December 2000 - April 2001
Levine, Katz, Nannis + Solomon, PC June 1999 - November 2000
A.M. Peisch & Company January 1998 - May 1999
Skills
Financial Reporting, Accounting, SOX, Compliance, Auditing, Internal Controls, Audit, Internal Audit, Manufacturing, Excel, Word, Management Consulting, Microsoft Office, Revenue Recognition, GAAP, Consolidation, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, CPA, Accounts Payable, Microsoft Excel, Management, Accounts Receivable, Microsoft Word, Quality Assurance, Account Reconciliation
Education
Castleton State College 1993 — 1997
Bachelor of Science in Business Administration, Accounting
TripAdvisor November 2014 - March 2015
Reit Management & Research LLC August 2012 - September 2014
Canadian Solar Inc. September 2011 - April 2012
Bright Horizons August 2007 - May 2011
McGladrey & Pullen September 2004 - March 2007
Seigrist and Cree CPAs PC. July 2001 - August 2004
Carlin, Charron & Rosen LLP December 2000 - April 2001
Levine, Katz, Nannis + Solomon, PC June 1999 - November 2000
A.M. Peisch & Company January 1998 - May 1999
Skills
Financial Reporting, Accounting, SOX, Compliance, Auditing, Internal Controls, Audit, Internal Audit, Manufacturing, Excel, Word, Management Consulting, Microsoft Office, Revenue Recognition, GAAP, Consolidation, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, CPA, Accounts Payable, Microsoft Excel, Management, Accounts Receivable, Microsoft Word, Quality Assurance, Account Reconciliation
Education
Castleton State College 1993 — 1997
Bachelor of Science in Business Administration, Accounting
Evita Pascual, CPA's McGladrey & Pullen Experience 2006 - 2010
Job Revenue Accounting Manager at Sirius XM Radio Inc.
Industry Broadcast Media
Experience
Sirius XM Radio Inc. February 2014 - Present
Sirius XM Radio Inc. October 2010 - January 2014
McGladrey & Pullen 2006 - 2010
O'Neill & Wood CPA 2005 - July 2006
Skills
US GAAP, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, Accounting, CPA, Financial Reporting, Revenue Recognition, General Ledger, Financial Statements, Financial Accounting, Auditing, Sarbanes-Oxley, External Audit, Tax, Internal Audit, Corporate Tax, Income Tax, Assurance, QuickBooks
Education
Queens College 2003 — 2005
BA, Accounting
Binghamton University 1999 — 2003
BA, Economics
Sirius XM Radio Inc. February 2014 - Present
Sirius XM Radio Inc. October 2010 - January 2014
McGladrey & Pullen 2006 - 2010
O'Neill & Wood CPA 2005 - July 2006
Skills
US GAAP, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, Accounting, CPA, Financial Reporting, Revenue Recognition, General Ledger, Financial Statements, Financial Accounting, Auditing, Sarbanes-Oxley, External Audit, Tax, Internal Audit, Corporate Tax, Income Tax, Assurance, QuickBooks
Education
Queens College 2003 — 2005
BA, Accounting
Binghamton University 1999 — 2003
BA, Economics
Robert Barrus's McGladrey & Pullen Experience October 1991 - July 1992
Job Controller at Pratt & Whitney Dallas Airfoil Repair Operations (DARO)
Industry Aviation & Aerospace
Experience
Pratt & Whitney Dallas Airfoil Repair Operations (DARO) October 2011 - Present
Pratt & Whitney Commercial Serviceable Assets June 2011 - October 2011
Pratt & Whitney August 2006 - May 2011
Pratt & Whitney January 2000 - August 2006
Pratt & Whitney January 1997 - January 2000
Pratt & Whitney July 1994 - December 1996
McGladrey & Pullen October 1991 - July 1992
Arthur Andersen LLP May 1988 - October 1991
Skills
Financial Accounting, Financial Forecasting, Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial reporting, Presentation Development, Business law
Education
The University of Connecticut School of Law 2005 — 2010
J.D., Law
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, International business
Brigham Young University 1982 — 1988
Bachelor of Science, Accounting
Pratt & Whitney Dallas Airfoil Repair Operations (DARO) October 2011 - Present
Pratt & Whitney Commercial Serviceable Assets June 2011 - October 2011
Pratt & Whitney August 2006 - May 2011
Pratt & Whitney January 2000 - August 2006
Pratt & Whitney January 1997 - January 2000
Pratt & Whitney July 1994 - December 1996
McGladrey & Pullen October 1991 - July 1992
Arthur Andersen LLP May 1988 - October 1991
Skills
Financial Accounting, Financial Forecasting, Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial reporting, Presentation Development, Business law
Education
The University of Connecticut School of Law 2005 — 2010
J.D., Law
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, International business
Brigham Young University 1982 — 1988
Bachelor of Science, Accounting