McGladrey LLP
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 LLP Employees
Employee
Years
Job
Industry
Justin Joslyn Justin Joslyn's McGladrey LLP Experience January 2008 - Present
Job Audit Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2008 - Present
Skills
GAAP
Education
University of Central Florida 2003 — 2008
BS, Accounting
McGladrey LLP January 2008 - Present
Skills
GAAP
Education
University of Central Florida 2003 — 2008
BS, Accounting
Donna Stacia Donna Stacia's McGladrey LLP Experience August 2008 - Present
Job Manager, Individual Tax Services
Industry Accounting
Experience
McGladrey LLP August 2008 - Present
RSM McGladrey 2004 - 2006
Deloitte 2002 - 2004
Skills
Tax, Tax Research, Income Tax, CPA, Corporate Tax, Tax Accounting, Tax Preparation
Education
Mary Washington College
BS, Mathematics/Economics
McGladrey LLP August 2008 - Present
RSM McGladrey 2004 - 2006
Deloitte 2002 - 2004
Skills
Tax, Tax Research, Income Tax, CPA, Corporate Tax, Tax Accounting, Tax Preparation
Education
Mary Washington College
BS, Mathematics/Economics
Carol Warley Carol Warley's McGladrey LLP Experience December 2013 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 2013 - Present
Margolis, Phipps & Wright PC November 2008 - December 2013
Carol Warley CPA 2005 - October 2008
KPMG LLP 1977 - 2004
Skills
Estate Tax Planning, High Net Worth..., Tax Research, Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Trusts, Estate Planning, Tax Advisory, Tax Returns, Accounting, Tax Law, Tax Accounting
Education
University of Houston 2005 — 2012
Doctor of Law (J.D.)
University of Houston 1975 — 1977
BBA, Accounting
McGladrey LLP December 2013 - Present
Margolis, Phipps & Wright PC November 2008 - December 2013
Carol Warley CPA 2005 - October 2008
KPMG LLP 1977 - 2004
Skills
Estate Tax Planning, High Net Worth..., Tax Research, Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Trusts, Estate Planning, Tax Advisory, Tax Returns, Accounting, Tax Law, Tax Accounting
Education
University of Houston 2005 — 2012
Doctor of Law (J.D.)
University of Houston 1975 — 1977
BBA, Accounting
Katie Buzynski Katie Buzynski's McGladrey LLP Experience November 2009 - Present
Job CPA, Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2009 - Present
Hubbell Realty Company July 2009 - October 2009
AEGON June 2007 - December 2007
Skills
CPA, Accounting, GAAP, US GAAP, Auditing, Financial Reporting, Assurance, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Revenue Recognition
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
MAc, Accounting
Columbus High School
McGladrey LLP November 2009 - Present
Hubbell Realty Company July 2009 - October 2009
AEGON June 2007 - December 2007
Skills
CPA, Accounting, GAAP, US GAAP, Auditing, Financial Reporting, Assurance, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Revenue Recognition
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
MAc, Accounting
Columbus High School
Greg Gerke's McGladrey LLP Experience January 2014 - April 2014
Job Assurance Intern at McGladrey
Industry Accounting
Experience
Becker Professional Education February 2013 - December 2014
BJ Rice Enterprises May 2011 - August 2014
McGladrey LLP January 2014 - April 2014
Winona State University December 2012 - December 2013
Winona State University December 2012 - December 2013
The Exchange April 2009 - August 2010
Skills
Peachtree, QuickBooks, Excel, Access, Word, PowerPoint, Team Leadership, Typing (80 WPM), Marketing, Microsoft Excel, Public Speaking, Microsoft Word, Accounting, Event Planning, Microsoft Office
Education
Winona State University 2012 — 2015
Bachelor of Science; Schools of Business (AACSB), Accounting, Business Administration, 3.96
St. Cloud State University 2010 — 2011
Science
Tomah Senior High 2007 — 2010
Becker Professional Education February 2013 - December 2014
BJ Rice Enterprises May 2011 - August 2014
McGladrey LLP January 2014 - April 2014
Winona State University December 2012 - December 2013
Winona State University December 2012 - December 2013
The Exchange April 2009 - August 2010
Skills
Peachtree, QuickBooks, Excel, Access, Word, PowerPoint, Team Leadership, Typing (80 WPM), Marketing, Microsoft Excel, Public Speaking, Microsoft Word, Accounting, Event Planning, Microsoft Office
Education
Winona State University 2012 — 2015
Bachelor of Science; Schools of Business (AACSB), Accounting, Business Administration, 3.96
St. Cloud State University 2010 — 2011
Science
Tomah Senior High 2007 — 2010
Christopher E. Banse, CPA Christopher E. Banse, CPA's McGladrey LLP Experience September 2002 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey LLP September 2002 - Present
Skills
Auditing, Accounting, CPA, US GAAP, Financial Accounting, Assurance, External Audit, Financial Statements, GAAP, Financial Reporting, Internal Controls, Consolidation, Private Equity, Financial Audits, Sarbanes-Oxley Act, Revenue Recognition, Income Tax, Due Diligence, Accountants
Education
University of Northern Iowa 2000 — 2002
BA, Accounting
University of Dubuque 1998 — 2000
Leadership For Five Seasons
McGladrey LLP September 2002 - Present
Skills
Auditing, Accounting, CPA, US GAAP, Financial Accounting, Assurance, External Audit, Financial Statements, GAAP, Financial Reporting, Internal Controls, Consolidation, Private Equity, Financial Audits, Sarbanes-Oxley Act, Revenue Recognition, Income Tax, Due Diligence, Accountants
Education
University of Northern Iowa 2000 — 2002
BA, Accounting
University of Dubuque 1998 — 2000
Leadership For Five Seasons
Bob Weigel's McGladrey LLP Experience May 2007 - Present
Job State & Local Tax / Old Testament Professor
Industry Accounting
Experience
Brookes Bible College August 2015 - Present
McGladrey, LLP May 2007 - Present
Ernst & Young 2005 - 2006
Virchow Krause 2002 - 2005
Arthur Andersen 1998 - 2002
Orbis/ Menasha Corporation April 1998 - August 1998
Milwaukee Public Schools January 1997 - May 1998
Skills
Old Testament, Tax, Property Tax, State Tax, Auditing, Fixed Assets, Corporate Tax, Strategic Planning, Tax Research, Tax Accounting, Valuation, Sales Tax, Cost Segregation, Mergers & Acquisitions, Teaching, Due Diligence, Research, Negotiation, FIN 48, SEC filings, Predictive Modeling, Statistics, Tax Advisory, Published Author, Theology, Non-profits, Quantitative Research, Applied Mathematics, Mergers, Tax Law, Tax Preparation, Guest Lecturing, Mass Appraisal, Complex Property...
Education
The Southern Baptist Theological Seminary 2010 — 2014
Master of Arts (M.A.), Theology - Old Testament
University of Wisconsin-Milwaukee - School of Business Administration 1998 — 1999
BBA, Accounting
University of Wisconsin-La Crosse 1995 — 1996
MS, Physiology
University of Wisconsin-Stevens Point 1991 — 1995
BS
Brookes Bible College August 2015 - Present
McGladrey, LLP May 2007 - Present
Ernst & Young 2005 - 2006
Virchow Krause 2002 - 2005
Arthur Andersen 1998 - 2002
Orbis/ Menasha Corporation April 1998 - August 1998
Milwaukee Public Schools January 1997 - May 1998
Skills
Old Testament, Tax, Property Tax, State Tax, Auditing, Fixed Assets, Corporate Tax, Strategic Planning, Tax Research, Tax Accounting, Valuation, Sales Tax, Cost Segregation, Mergers & Acquisitions, Teaching, Due Diligence, Research, Negotiation, FIN 48, SEC filings, Predictive Modeling, Statistics, Tax Advisory, Published Author, Theology, Non-profits, Quantitative Research, Applied Mathematics, Mergers, Tax Law, Tax Preparation, Guest Lecturing, Mass Appraisal, Complex Property...
Education
The Southern Baptist Theological Seminary 2010 — 2014
Master of Arts (M.A.), Theology - Old Testament
University of Wisconsin-Milwaukee - School of Business Administration 1998 — 1999
BBA, Accounting
University of Wisconsin-La Crosse 1995 — 1996
MS, Physiology
University of Wisconsin-Stevens Point 1991 — 1995
BS
Steve Rutland Steve Rutland's McGladrey LLP Experience May 2009 - Present
Job Management Consultant at McGladrey LLP, MBA
Industry Accounting
Experience
McGladrey LLP May 2009 - Present
Skills
Internal Controls, Internal Audit, Business Process..., Performance Improvement, Risk Management, Organizational..., Sarbanes-Oxley, Compliance, Forensic Accounting, MBA, Enterprise Risk..., Fraud, Budgets, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance
McGladrey LLP May 2009 - Present
Skills
Internal Controls, Internal Audit, Business Process..., Performance Improvement, Risk Management, Organizational..., Sarbanes-Oxley, Compliance, Forensic Accounting, MBA, Enterprise Risk..., Fraud, Budgets, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance
Sharla Marder Sharla Marder's McGladrey LLP Experience July 2013 - Present
Job Office Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP July 2013 - Present
Woodrum, Tate & Associates, PLLC October 1999 - July 2013
PricewaterhouseCoopers January 1986 - June 1999
Skills
Office Administration, Income Tax, Information Technology, Human Resources
Education
Texas A&M University-Commerce 1979 — 1983
Bachelor of Business Administration (B.B.A.), Office Administration and Marketing
McGladrey LLP July 2013 - Present
Woodrum, Tate & Associates, PLLC October 1999 - July 2013
PricewaterhouseCoopers January 1986 - June 1999
Skills
Office Administration, Income Tax, Information Technology, Human Resources
Education
Texas A&M University-Commerce 1979 — 1983
Bachelor of Business Administration (B.B.A.), Office Administration and Marketing
Shari Kathe's McGladrey LLP Experience May 2006 - Present
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey LLP May 2006 - Present
DSC Logistics October 2000 - April 2006
Deloitte January 2000 - October 2000
McGladrey & Pullen July 1987 - January 2000
Skills
Internal Controls, Financial Analysis, Budgets, Payroll, General Ledger, Finance, Tax, Project Planning, Treasury, Credit, Accounting, Financial Reporting, Internal Audit, Auditing, Mergers, SEC filings, Forecasting, Sarbanes-Oxley Act, GAAP, Acquisition Integration, Change Management, Mergers & Acquisitions, Management, Risk Management, Start-ups, Managerial Finance
Education
The University of Chicago Booth School of Business 2003 — 2003
Women's Leadership Forum/Curriculum
Winona State University 1983 — 1987
Bachelor of Science, Accounting, Business Administration
Warren Township High School 1979 — 1983
McGladrey LLP May 2006 - Present
DSC Logistics October 2000 - April 2006
Deloitte January 2000 - October 2000
McGladrey & Pullen July 1987 - January 2000
Skills
Internal Controls, Financial Analysis, Budgets, Payroll, General Ledger, Finance, Tax, Project Planning, Treasury, Credit, Accounting, Financial Reporting, Internal Audit, Auditing, Mergers, SEC filings, Forecasting, Sarbanes-Oxley Act, GAAP, Acquisition Integration, Change Management, Mergers & Acquisitions, Management, Risk Management, Start-ups, Managerial Finance
Education
The University of Chicago Booth School of Business 2003 — 2003
Women's Leadership Forum/Curriculum
Winona State University 1983 — 1987
Bachelor of Science, Accounting, Business Administration
Warren Township High School 1979 — 1983
Tammy Shockley Tammy Shockley's McGladrey LLP Experience May 1995 - Present
Job Proofreader at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP May 1995 - Present
St. John's Catholic School August 1991 - June 1994
Skills
Proofreading, Financial Statements, Copy Editing, Editing, Web Content
Education
University of Minnesota-Twin Cities 1987 — 1990
B.S., Secondary Education
University of Minnesota-Twin Cities 1980 — 1985
B.A., English
University of Iowa
McGladrey LLP May 1995 - Present
St. John's Catholic School August 1991 - June 1994
Skills
Proofreading, Financial Statements, Copy Editing, Editing, Web Content
Education
University of Minnesota-Twin Cities 1987 — 1990
B.S., Secondary Education
University of Minnesota-Twin Cities 1980 — 1985
B.A., English
University of Iowa
Philip Lehr Philip Lehr's McGladrey LLP Experience April 2012 - Present
Job Technology & Management Consulting Services at McGladrey
Industry Information Technology and Services
Experience
McGladrey LLP April 2012 - Present
Sheshunoff Consulting + Solutions May 2008 - February 2012
Trade Technologies, Inc. March 2007 - May 2008
USS Topeka (SSN-754) 2000 - 2005
Skills
Business Development, Product Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin
McGladrey LLP April 2012 - Present
Sheshunoff Consulting + Solutions May 2008 - February 2012
Trade Technologies, Inc. March 2007 - May 2008
USS Topeka (SSN-754) 2000 - 2005
Skills
Business Development, Product Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin
Mario A. de Castro Mario A. de Castro's McGladrey LLP Experience August 2011 - Present
Job Senior Manager / Director International Tax at McGladrey LLP
Industry Legal Services
Experience
McGladrey LLP August 2011 - Present
Deloitte Tax LLP January 2008 - August 2011
Freeman Haber Rojas & Stanham July 2006 - January 2008
Gunster Yoakley August 2004 - July 2006
Jones, Walker, Waechter, Poitevent, Carrère & Denègre L.L.P February 2002 - August 2004
Deloitte & Touche September 1996 - February 2002
Vaira Backstrom & Riley February 1995 - July 1996
Arthur Andersen 1992 - 1992
Skills
International Tax, Financial Transactions, Tax Law, Tax, International Law, Corporate Law, Estate Planning, International Project..., International Business..., Latin American Business, Corporate Tax, Tax Advisory, Income Tax, Legal Writing, Litigation, Mergers & Acquisitions, Sarbanes-Oxley Act, Indirect Taxation, Due Diligence, Restructuring, Transfer Pricing, Tax Accounting, Auditing, International Tax..., Commercial Litigation, Tax Research, Corporate Governance, Cross-border...
Education
University of Miami School of Law 2001 — 2003
LL.M, Tax (International Tax Cert)
Temple University - James E. Beasley School of Law 1991 — 1994
JD, Law
Tulane University 1986 — 1990
BA, Political Science / International Relations
Christopher Columbus H.S. 1983 — 1986
High School Degree
McGladrey LLP August 2011 - Present
Deloitte Tax LLP January 2008 - August 2011
Freeman Haber Rojas & Stanham July 2006 - January 2008
Gunster Yoakley August 2004 - July 2006
Jones, Walker, Waechter, Poitevent, Carrère & Denègre L.L.P February 2002 - August 2004
Deloitte & Touche September 1996 - February 2002
Vaira Backstrom & Riley February 1995 - July 1996
Arthur Andersen 1992 - 1992
Skills
International Tax, Financial Transactions, Tax Law, Tax, International Law, Corporate Law, Estate Planning, International Project..., International Business..., Latin American Business, Corporate Tax, Tax Advisory, Income Tax, Legal Writing, Litigation, Mergers & Acquisitions, Sarbanes-Oxley Act, Indirect Taxation, Due Diligence, Restructuring, Transfer Pricing, Tax Accounting, Auditing, International Tax..., Commercial Litigation, Tax Research, Corporate Governance, Cross-border...
Education
University of Miami School of Law 2001 — 2003
LL.M, Tax (International Tax Cert)
Temple University - James E. Beasley School of Law 1991 — 1994
JD, Law
Tulane University 1986 — 1990
BA, Political Science / International Relations
Christopher Columbus H.S. 1983 — 1986
High School Degree
Alyssa Badalamenti's McGladrey LLP Experience January 2014 - Present
Job Marketing and Public Relations Professional
Industry Marketing and Advertising
Experience
McGladrey LLP January 2014 - Present
Public Relations Society of America (PRSA) January 2014 - Present
Brown Distributing Company FL/VA August 2011 - January 2014
University of Central Florida Economics Department November 2010 - May 2011
House Party, Inc. January 2009 - 2011
Produce For Kids January 2010 - August 2010
McDonald's Corporation (Oerther Foods, Inc.) August 2009 - December 2009
Skills
Editing, copy, mass..., Social Media Marketing..., Event Planning, Social Media Marketing, Social Media, Advertising, Social Networking, Public Relations, Facebook, Marketing, Marketing Strategy, Copywriting, Blogging, Sponsorship, Product Marketing, Management, Event Management, Strategy, Leadership
Education
University of Central Florida 2007 — 2011
BA in Advertising and Public Relations, Minor in Sociology
McGladrey LLP January 2014 - Present
Public Relations Society of America (PRSA) January 2014 - Present
Brown Distributing Company FL/VA August 2011 - January 2014
University of Central Florida Economics Department November 2010 - May 2011
House Party, Inc. January 2009 - 2011
Produce For Kids January 2010 - August 2010
McDonald's Corporation (Oerther Foods, Inc.) August 2009 - December 2009
Skills
Editing, copy, mass..., Social Media Marketing..., Event Planning, Social Media Marketing, Social Media, Advertising, Social Networking, Public Relations, Facebook, Marketing, Marketing Strategy, Copywriting, Blogging, Sponsorship, Product Marketing, Management, Event Management, Strategy, Leadership
Education
University of Central Florida 2007 — 2011
BA in Advertising and Public Relations, Minor in Sociology
Dorothy Potash Dorothy Potash's McGladrey LLP Experience May 2014 - Present
Job Business Development Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP May 2014 - Present
Huron Consulting Group June 2013 - May 2014
Merrill Corporation January 1995 - June 2013
Skills
Litigation Support, Information Governance, E-Discovery Consulting, Brand Management, Business Development, Fundraising, Business Strategy, Marketing Strategy, Due Diligence, Corporate Law, Mergers, Mergers & Acquisitions, Litigation, Management, Strategic Partnerships, New Business Development, Strategy, Management Consulting, Corporate Communications, Finance, SEC filings, Start-ups, Document Review, Venture Capital, Litigation Management
Education
The George Washington University 1985 — 1989
Bachelors, English Literature
cheltenham
McGladrey LLP May 2014 - Present
Huron Consulting Group June 2013 - May 2014
Merrill Corporation January 1995 - June 2013
Skills
Litigation Support, Information Governance, E-Discovery Consulting, Brand Management, Business Development, Fundraising, Business Strategy, Marketing Strategy, Due Diligence, Corporate Law, Mergers, Mergers & Acquisitions, Litigation, Management, Strategic Partnerships, New Business Development, Strategy, Management Consulting, Corporate Communications, Finance, SEC filings, Start-ups, Document Review, Venture Capital, Litigation Management
Education
The George Washington University 1985 — 1989
Bachelors, English Literature
cheltenham
Ellen Bittner's McGladrey LLP Experience May 2013 - February 2014
Job Senior Technical Writer
Industry Information Technology and Services
Experience
McGladrey LLP May 2013 - February 2014
Landis+Gyr October 2011 - February 2013
Qualcomm 1995 - 1997
Compass Learning 1991 - 1995
Computer Associates, Inc 1989 - 1991
Xscribe / Stenograph 1988 - 1989
SAIC 1987 - 1988
Accenture 1986 - 1987
Skills
Technical Writing, Software Documentation, Technical Documentation, RoboHelp, FrameMaker, Doc-to-Help, SharePoint, SDLC, Project Management, JIRA, HTML, Agile Methodologies, E-Learning, Microsoft Excel, PaintShop Pro, Visio, Analysis, Editing, Training, Content Management, Online Help, Unix, PowerPoint, SGML, Confluence, Testing, Business Process, Storyboarding, Captivate, Access, MS Word, Adobe Technical..., User Experience Testing, Illustrator, Subversion, MS Project
Education
University of Minnesota-Twin Cities
B.A., Journalism
Univeristy of California San Diego
Continuing Education, Computer Science
University of California, San Diego
Certificate Program, Human Computer Interaction
McGladrey LLP May 2013 - February 2014
Landis+Gyr October 2011 - February 2013
Qualcomm 1995 - 1997
Compass Learning 1991 - 1995
Computer Associates, Inc 1989 - 1991
Xscribe / Stenograph 1988 - 1989
SAIC 1987 - 1988
Accenture 1986 - 1987
Skills
Technical Writing, Software Documentation, Technical Documentation, RoboHelp, FrameMaker, Doc-to-Help, SharePoint, SDLC, Project Management, JIRA, HTML, Agile Methodologies, E-Learning, Microsoft Excel, PaintShop Pro, Visio, Analysis, Editing, Training, Content Management, Online Help, Unix, PowerPoint, SGML, Confluence, Testing, Business Process, Storyboarding, Captivate, Access, MS Word, Adobe Technical..., User Experience Testing, Illustrator, Subversion, MS Project
Education
University of Minnesota-Twin Cities
B.A., Journalism
Univeristy of California San Diego
Continuing Education, Computer Science
University of California, San Diego
Certificate Program, Human Computer Interaction
Marcia Arneson, CPA Marcia Arneson, CPA's McGladrey LLP Experience January 2013 - Present
Job Tax Manager
Industry Accounting
Experience
McGladrey, LLP January 2013 - Present
Verisight, Inc. August 2011 - January 2012
RSM McGladrey, Inc. 2003 - July 2011
RSM McGladrey, Inc. 2000 - 2003
RSM McGladrey, Inc. 1997 - 2000
McGladrey & Pullen, LLP 1996 - 1997
McGladrey & Pullen, LLP 1995 - 1996
McGladrey & Pullen, LLP 1994 - 1995
McGladrey & Pullen, LLP 1991 - 1994
McGladrey & Pullen, LLP 1988 - 1991
Skills
CPA, Trusted Advisor, ERISA, Form 5500 preparation, Defined Contribution, 401k, Profit Sharing, Accounting, Health and Welfare..., Compilation, GAAP, Tax Preparation, Income Tax, S Corporations, Corporate Tax, Partnership Taxation, Payroll, Tax, Tax Returns, Government Forms -..., Employee Benefits, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Trust Reconciliation, Risk Management
Education
University of Minnesota - Carlson School of Management 1991 — 1994
Masters of Business Taxation (20 credits)
St. Cloud State University 1980 — 1984
Bachelor of Science, Finance, Accounting
Robbinsdale Cooper Senior High School
McGladrey, LLP January 2013 - Present
Verisight, Inc. August 2011 - January 2012
RSM McGladrey, Inc. 2003 - July 2011
RSM McGladrey, Inc. 2000 - 2003
RSM McGladrey, Inc. 1997 - 2000
McGladrey & Pullen, LLP 1996 - 1997
McGladrey & Pullen, LLP 1995 - 1996
McGladrey & Pullen, LLP 1994 - 1995
McGladrey & Pullen, LLP 1991 - 1994
McGladrey & Pullen, LLP 1988 - 1991
Skills
CPA, Trusted Advisor, ERISA, Form 5500 preparation, Defined Contribution, 401k, Profit Sharing, Accounting, Health and Welfare..., Compilation, GAAP, Tax Preparation, Income Tax, S Corporations, Corporate Tax, Partnership Taxation, Payroll, Tax, Tax Returns, Government Forms -..., Employee Benefits, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Trust Reconciliation, Risk Management
Education
University of Minnesota - Carlson School of Management 1991 — 1994
Masters of Business Taxation (20 credits)
St. Cloud State University 1980 — 1984
Bachelor of Science, Finance, Accounting
Robbinsdale Cooper Senior High School
Catherine (Adam) Berta, CPA Catherine (Adam) Berta, CPA's McGladrey LLP Experience September 2013 - Present
Job Audit Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2013 - Present
McGladrey & Pullen October 2011 - September 2013
McGladrey & Pullen September 2008 - October 2011
Deloitte & Touche January 2006 - September 2008
Skills
GAAP, Internal Controls, Financial Accounting, Financial Reporting, SOX, US GAAP, SEC filings, Auditing, Assurance, CPA, Sarbanes-Oxley Act, Financial Statements, General Ledger, Account Reconciliation, QuickBooks, Accounting, Corporate Tax, Tax, External Audit, Big 4, SEC Filings
Education
University of Central Florida - College of Business Administration 2002 — 2005
BSBA, Accounting
McGladrey LLP September 2013 - Present
McGladrey & Pullen October 2011 - September 2013
McGladrey & Pullen September 2008 - October 2011
Deloitte & Touche January 2006 - September 2008
Skills
GAAP, Internal Controls, Financial Accounting, Financial Reporting, SOX, US GAAP, SEC filings, Auditing, Assurance, CPA, Sarbanes-Oxley Act, Financial Statements, General Ledger, Account Reconciliation, QuickBooks, Accounting, Corporate Tax, Tax, External Audit, Big 4, SEC Filings
Education
University of Central Florida - College of Business Administration 2002 — 2005
BSBA, Accounting
Kaye Lauritsen Kaye Lauritsen's McGladrey LLP Experience April 1994 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP April 1994 - Present
RSM McGladrey 1994 - 2004
Car Pac Publishing 1993 - 1994
Keller High Tech 1989 - 1993
Clifton Gunderson LLP 1985 - 1988
US Bank 1981 - 1985
Skills
Strategic Planning, Change Management, Succession Planning, Management Consulting, Leadership Development, Accounting, Business Planning, Strategy, Mergers, Leadership, Mergers & Acquisitions, Risk Management, Management, Finance, Entrepreneurship, Executive Coaching, CPA
Education
University of Iowa 1977 — 1981
ba, accounting
McGladrey LLP April 1994 - Present
RSM McGladrey 1994 - 2004
Car Pac Publishing 1993 - 1994
Keller High Tech 1989 - 1993
Clifton Gunderson LLP 1985 - 1988
US Bank 1981 - 1985
Skills
Strategic Planning, Change Management, Succession Planning, Management Consulting, Leadership Development, Accounting, Business Planning, Strategy, Mergers, Leadership, Mergers & Acquisitions, Risk Management, Management, Finance, Entrepreneurship, Executive Coaching, CPA
Education
University of Iowa 1977 — 1981
ba, accounting
Keri Bove Keri Bove's McGladrey LLP Experience September 2007 - Present
Job Audit Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2007 - Present
Fisher College of Business/Ohio State University 2006 - 2007
Skills
CPA, Auditing, US GAAP, Financial Statements, Financial Reporting, Assurance
Education
The Ohio State University Fisher College of Business 2002 — 2007
BSBA, MAcc, Accounting, Spanish
McGladrey LLP September 2007 - Present
Fisher College of Business/Ohio State University 2006 - 2007
Skills
CPA, Auditing, US GAAP, Financial Statements, Financial Reporting, Assurance
Education
The Ohio State University Fisher College of Business 2002 — 2007
BSBA, MAcc, Accounting, Spanish
Lucy Weber Lucy Weber's McGladrey LLP Experience December 2014 - Present
Job Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 2014 - Present
Ferco Aerospace Group August 2012 - December 2014
The Entrepreneur Center November 2010 - December 2011
Technology First 2011 - 2011
Skills
Accounts Payable, Accounts Receivable, Team-oriented, Articulate Communicator, Internal Audit, Customer Service, Leadership, Microsoft Office, Event Management, Trainer, Epicor ERP system, Manufacturing Operations, Manufacturing, Finance, Software Documentation, Auditing, Process Improvement, Training, Accounting, Strategic Planning, Financial Reporting, Microsoft Excel
Education
University of Dayton
Bachelor's Degree, Accounting and Finance
McGladrey LLP December 2014 - Present
Ferco Aerospace Group August 2012 - December 2014
The Entrepreneur Center November 2010 - December 2011
Technology First 2011 - 2011
Skills
Accounts Payable, Accounts Receivable, Team-oriented, Articulate Communicator, Internal Audit, Customer Service, Leadership, Microsoft Office, Event Management, Trainer, Epicor ERP system, Manufacturing Operations, Manufacturing, Finance, Software Documentation, Auditing, Process Improvement, Training, Accounting, Strategic Planning, Financial Reporting, Microsoft Excel
Education
University of Dayton
Bachelor's Degree, Accounting and Finance
William Gaetz William Gaetz's McGladrey LLP Experience January 2008 - Present
Job Manager Assurance Services, McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2008 - Present
Skills
Accounting, Financial Reporting, Audit, Auditing, Excel, Financial Accounting, SOX, PeopleSoft, Quickbooks, Microsoft Office, Word, Internal Controls, CPA, GAAP, Revenue Recognition, SOP 97-2, Caseware, SEC filings, Microsoft Excel
Education
St. Cloud State University 2002 — 2007
Bachelor of Science, Accounting
McGladrey LLP January 2008 - Present
Skills
Accounting, Financial Reporting, Audit, Auditing, Excel, Financial Accounting, SOX, PeopleSoft, Quickbooks, Microsoft Office, Word, Internal Controls, CPA, GAAP, Revenue Recognition, SOP 97-2, Caseware, SEC filings, Microsoft Excel
Education
St. Cloud State University 2002 — 2007
Bachelor of Science, Accounting
Renato Bellu Renato Bellu's McGladrey LLP Experience January 2005 - November 2013
Job Director Information Technology ERP at The Judge Group
Industry Information Technology and Services
Experience
The Judge Group November 2013 - Present
McGladrey LLP January 2005 - November 2013
Education
University of Delaware 1987 — 1990
The Judge Group November 2013 - Present
McGladrey LLP January 2005 - November 2013
Education
University of Delaware 1987 — 1990
Christie Bakker's McGladrey LLP Experience September 2001 - Present
Job Partner at McGladrey & Pullen
Industry Financial Services
Experience
McGladrey LLP September 2001 - Present
Knight, Vale & Gregory PLLC July 1995 - September 2001
Van Schooneveld and Co. December 1990 - June 1995
McGladrey LLP August 1989 - November 1990
Skills
CPA, US GAAP, Accounting, Auditing, Financial Reporting, SEC filings, Internal Controls, Private Equity, Sarbanes-Oxley Act, GAAP, Finance, External Audit, Internal Audit, Financial Accounting, Assurance
Education
University of Colorado at Denver 1992 — 1995
MA, Finance
The University of South Dakota 1985 — 1989
BA, Accounting
McGladrey LLP September 2001 - Present
Knight, Vale & Gregory PLLC July 1995 - September 2001
Van Schooneveld and Co. December 1990 - June 1995
McGladrey LLP August 1989 - November 1990
Skills
CPA, US GAAP, Accounting, Auditing, Financial Reporting, SEC filings, Internal Controls, Private Equity, Sarbanes-Oxley Act, GAAP, Finance, External Audit, Internal Audit, Financial Accounting, Assurance
Education
University of Colorado at Denver 1992 — 1995
MA, Finance
The University of South Dakota 1985 — 1989
BA, Accounting
Joyce Reto Joyce Reto's McGladrey LLP Experience September 2002 - August 2013
Job Senior Vice President and Chief Financial Officer at Alex Lee, Inc.
Industry Accounting
Experience
Alex Lee, Inc. August 2013 - Present
McGladrey September 2012 - August 2013
McGladrey LLP September 2002 - August 2013
KPMG June 1999 - September 2002
Skills
Accounting, Auditing, CPA, SEC filings, GAAP, Employee Benefits, Nonprofits, US GAAP, Retail, Tax Accounting, Sarbanes-Oxley Act, Budgets, Tax, Internal Controls, International Tax, Non-profits, Manufacturing, Distributors, Forecasting, Treasury Management, Investments, Pensions, Insurance, Mergers and acquisitions, Valuations, Financial reporting, Financial Reporting, Valuation, SEC Filings, Mergers & Acquisitions
Education
St. Cloud State University 1985 — 1989
Bachelor of Science, Accounting
Alex Lee, Inc. August 2013 - Present
McGladrey September 2012 - August 2013
McGladrey LLP September 2002 - August 2013
KPMG June 1999 - September 2002
Skills
Accounting, Auditing, CPA, SEC filings, GAAP, Employee Benefits, Nonprofits, US GAAP, Retail, Tax Accounting, Sarbanes-Oxley Act, Budgets, Tax, Internal Controls, International Tax, Non-profits, Manufacturing, Distributors, Forecasting, Treasury Management, Investments, Pensions, Insurance, Mergers and acquisitions, Valuations, Financial reporting, Financial Reporting, Valuation, SEC Filings, Mergers & Acquisitions
Education
St. Cloud State University 1985 — 1989
Bachelor of Science, Accounting
Mark Gaines's McGladrey LLP Experience November 2005 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
Jon Burger Jon Burger's McGladrey LLP Experience December 1990 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 1990 - Present
Skills
SEC Reporting, Accounting Theory, Audit Specialist, CPA, Accounting, SEC filings, Consolidation, Financial Accounting, Internal Controls, Auditing, US GAAP, GAAP, Financial Reporting, Corporate Tax, Tax, Sarbanes-Oxley Act, Enterprise Risk..., Assurance, SEC Filings
Education
The University of South Dakota 1983 — 1987
BS, Business Administration
United States Military Academy at West Point 1983 — 1983
McGladrey LLP December 1990 - Present
Skills
SEC Reporting, Accounting Theory, Audit Specialist, CPA, Accounting, SEC filings, Consolidation, Financial Accounting, Internal Controls, Auditing, US GAAP, GAAP, Financial Reporting, Corporate Tax, Tax, Sarbanes-Oxley Act, Enterprise Risk..., Assurance, SEC Filings
Education
The University of South Dakota 1983 — 1987
BS, Business Administration
United States Military Academy at West Point 1983 — 1983
Caroline Sundberg, CPA Caroline Sundberg, CPA's McGladrey LLP Experience January 2012 - December 2012
Job Hedge Accounting Consultant at Chatham Financial
Industry Accounting
Experience
Chatham Financial January 2013 - Present
McGladrey LLP January 2012 - December 2012
University of Denver September 2010 - June 2011
First Trust Portfolios L.P. May 2010 - August 2010
Wheaton College August 2009 - May 2010
Skills
Auditing, Finance, Financial Statements, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, GAAP, CPA, PowerPoint, Access, Internal Controls, US GAAP, Financial Accounting
Education
University of Denver - Daniels College of Business 2010 — 2011
Master, Accountancy
Wheaton College 2007 — 2010
BA, Business/Economics
International Business Institute 2009 — 2009
International Business and Economics
Wheaton North High School 2003 — 2007
Chatham Financial January 2013 - Present
McGladrey LLP January 2012 - December 2012
University of Denver September 2010 - June 2011
First Trust Portfolios L.P. May 2010 - August 2010
Wheaton College August 2009 - May 2010
Skills
Auditing, Finance, Financial Statements, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, GAAP, CPA, PowerPoint, Access, Internal Controls, US GAAP, Financial Accounting
Education
University of Denver - Daniels College of Business 2010 — 2011
Master, Accountancy
Wheaton College 2007 — 2010
BA, Business/Economics
International Business Institute 2009 — 2009
International Business and Economics
Wheaton North High School 2003 — 2007
Kris Boswell, CPA's McGladrey LLP Experience December 2012 - Present
Job Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 2012 - Present
DBBMcKennon Certified Public Accountants September 2011 - November 2012
Sully-Miller Contracting June 2008 - November 2009
Skills
Auditing, SEC filings, US GAAP, Internal Controls, Financial Reporting, Financial Statements, Financial Accounting, Sarbanes-Oxley, SEC Filings, Microsoft Excel
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
California State University, Fullerton 2006 — 2010
B.A, Accounting
McGladrey LLP December 2012 - Present
DBBMcKennon Certified Public Accountants September 2011 - November 2012
Sully-Miller Contracting June 2008 - November 2009
Skills
Auditing, SEC filings, US GAAP, Internal Controls, Financial Reporting, Financial Statements, Financial Accounting, Sarbanes-Oxley, SEC Filings, Microsoft Excel
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
California State University, Fullerton 2006 — 2010
B.A, Accounting
Kenneth Helt Kenneth Helt's McGladrey LLP Experience September 2006 - March 2013
Job Accounting Manager at Connections Education
Industry Accounting
Experience
Connections Education March 2013 - Present
McGladrey LLP September 2006 - March 2013
Broadway Services, Inc. August 2001 - September 2006
Boulder Medical Center August 1999 - August 2001
Skills
GAAP, CPA, Auditing, Accounting, Internal Controls, Financial Reporting, US GAAP, Corporate Tax, Financial Statements, Tax, General Ledger
Education
University of Baltimore 2004 — 2007
B.S., Accounting
Connections Education March 2013 - Present
McGladrey LLP September 2006 - March 2013
Broadway Services, Inc. August 2001 - September 2006
Boulder Medical Center August 1999 - August 2001
Skills
GAAP, CPA, Auditing, Accounting, Internal Controls, Financial Reporting, US GAAP, Corporate Tax, Financial Statements, Tax, General Ledger
Education
University of Baltimore 2004 — 2007
B.S., Accounting
David Poparad, CPA David Poparad, CPA's McGladrey LLP Experience June 2007 - December 2013
Job Partner at Grennan Fender CPAs & Business Advisors
Industry Accounting
Experience
Grennan Fender Ruta, LLP December 2013 - Present
McGladrey, LLP June 2007 - December 2013
Tedder, James, Worden & Associates, P.A. December 2004 - June 2007
BKHM, PA November 2001 - December 2004
Dana F.Cole & Company, LLP January 2000 - September 2001
Interstate Structures 1999 - 2000
Skills
Tax Consulting, Tax Compliance, ASC 740: Tax Provisions..., Tax, Tax Advisory, CPA, GAAP, Corporate Tax, Accounting, Tax Returns, US GAAP, FIN 48, Compliance, Management, FAS 5, Auditing, Tax Research, SEC filings, Income Tax, Tax Accounting, Assurance, Tax Preparation, Internal Controls, Tax Law, Sarbanes-Oxley Act, Partnership Taxation, International Tax, Forensic Accounting, Financial Reporting, Sales Tax
Education
University of Central Florida - College of Business Administration 2002 — 2006
MBA
University of Nebraska at Kearney 1996 — 1999
Bachelors of Science, Accounting
KHS
Grennan Fender Ruta, LLP December 2013 - Present
McGladrey, LLP June 2007 - December 2013
Tedder, James, Worden & Associates, P.A. December 2004 - June 2007
BKHM, PA November 2001 - December 2004
Dana F.Cole & Company, LLP January 2000 - September 2001
Interstate Structures 1999 - 2000
Skills
Tax Consulting, Tax Compliance, ASC 740: Tax Provisions..., Tax, Tax Advisory, CPA, GAAP, Corporate Tax, Accounting, Tax Returns, US GAAP, FIN 48, Compliance, Management, FAS 5, Auditing, Tax Research, SEC filings, Income Tax, Tax Accounting, Assurance, Tax Preparation, Internal Controls, Tax Law, Sarbanes-Oxley Act, Partnership Taxation, International Tax, Forensic Accounting, Financial Reporting, Sales Tax
Education
University of Central Florida - College of Business Administration 2002 — 2006
MBA
University of Nebraska at Kearney 1996 — 1999
Bachelors of Science, Accounting
KHS
Ellen Aldrich, CPA Ellen Aldrich, CPA's McGladrey LLP Experience July 2008 - January 2014
Job Finance and Program Coordinator at International Orthodox Christian Charities
Industry Accounting
Experience
International Orthodox Christian Charities January 2014 - Present
McGladrey, LLP July 2008 - January 2014
Skills
Auditing, A-133, US GAAP, Internal Controls, GAAP, Quality Auditing, Assurance, Financial Accounting, Financial Analysis, Financial Reporting, International NGOs, Federal Grant Management, Accounting, CPA, Finance, Microsoft Excel, Financial Statements
Education
University of Maryland Baltimore County 2004 — 2008
B.S, Financial Economics, Accounting
International Orthodox Christian Charities January 2014 - Present
McGladrey, LLP July 2008 - January 2014
Skills
Auditing, A-133, US GAAP, Internal Controls, GAAP, Quality Auditing, Assurance, Financial Accounting, Financial Analysis, Financial Reporting, International NGOs, Federal Grant Management, Accounting, CPA, Finance, Microsoft Excel, Financial Statements
Education
University of Maryland Baltimore County 2004 — 2008
B.S, Financial Economics, Accounting
Leroy (Benny) Herman Jr. Leroy (Benny) Herman Jr.'s McGladrey LLP Experience January 2005 - Present
Job Board member at Technology Association of Georgia FINTECH Committee
Industry Accounting
Experience
McGladrey LLP January 2005 - Present
Technology Association of Georgia- FINTECH Committee June 2015 - Present
SmartCEO August 2013 - February 2014
Bel Air Aquatics Club Parent Organization July 2012 - October 2013
Crohn's and Colitis Foundation of America- Maryland Chapter April 2012 - October 2013
DLA Piper July 2004 - January 2005
Millennium Chemicals March 2004 - July 2004
BGE July 2001 - March 2004
Walpert, Smullian & Blumenthal 1996 - 1997
Skills
Accounting, Auditing, Financial Reporting, Tax, Due Diligence, Project Management, Valuation, Financial Analysis, Strategic Planning, Budget, Contstruction Accounting, Construction Contracts, Government Contracting..., Budgets, Internal Controls, Sarbanes-Oxley Act, Finance, Internal Audit, CPA, Mergers & Acquisitions, Financial Statements, SEC filings, Analysis, Revenue Recognition, GAAP, Assurance, US GAAP, Sarbanes-Oxley, Management, Financial Accounting, Corporate Tax, Managerial Finance, Income Tax, Tax Accounting
Education
Boys' Latin School 1933 — 1999
Towson University 1993 — 1997
B.S., Accounting
MACPA Training
McGladrey LLP January 2005 - Present
Technology Association of Georgia- FINTECH Committee June 2015 - Present
SmartCEO August 2013 - February 2014
Bel Air Aquatics Club Parent Organization July 2012 - October 2013
Crohn's and Colitis Foundation of America- Maryland Chapter April 2012 - October 2013
DLA Piper July 2004 - January 2005
Millennium Chemicals March 2004 - July 2004
BGE July 2001 - March 2004
Walpert, Smullian & Blumenthal 1996 - 1997
Skills
Accounting, Auditing, Financial Reporting, Tax, Due Diligence, Project Management, Valuation, Financial Analysis, Strategic Planning, Budget, Contstruction Accounting, Construction Contracts, Government Contracting..., Budgets, Internal Controls, Sarbanes-Oxley Act, Finance, Internal Audit, CPA, Mergers & Acquisitions, Financial Statements, SEC filings, Analysis, Revenue Recognition, GAAP, Assurance, US GAAP, Sarbanes-Oxley, Management, Financial Accounting, Corporate Tax, Managerial Finance, Income Tax, Tax Accounting
Education
Boys' Latin School 1933 — 1999
Towson University 1993 — 1997
B.S., Accounting
MACPA Training
Colin Sanderson Colin Sanderson's McGladrey LLP Experience 2004 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 2004 - Present
McGladrey 2004 - 2013
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 1998
B.Compt Hons, Accounting
Stellenbosch University/Universiteit Stellenbosch 1992 — 1995
B.Rek/B Compt Acc, Accounting
CPA & Chartered Accountant (SA)
CPA & CA, Certified Public Accountant
McGladrey LLP 2004 - Present
McGladrey 2004 - 2013
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 1998
B.Compt Hons, Accounting
Stellenbosch University/Universiteit Stellenbosch 1992 — 1995
B.Rek/B Compt Acc, Accounting
CPA & Chartered Accountant (SA)
CPA & CA, Certified Public Accountant
Tammy Tassitano's McGladrey LLP Experience 1991 - Present
Job Partner, National Director of Club Services at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP 1991 - Present
Skills
Internal Controls, Accounting, Financial Reporting, Financial Analysis, Tax, Private Clubs, Golf, Food and Beverage, Auditing, CPA, Club, Finance, Financial Statements, GAAP, Hospitality, Hospitality Industry, US GAAP
Education
University of Miami - School of Business 1987 — 1991
BBA and MPA, Accounting
McGladrey, LLP 1991 - Present
Skills
Internal Controls, Accounting, Financial Reporting, Financial Analysis, Tax, Private Clubs, Golf, Food and Beverage, Auditing, CPA, Club, Finance, Financial Statements, GAAP, Hospitality, Hospitality Industry, US GAAP
Education
University of Miami - School of Business 1987 — 1991
BBA and MPA, Accounting
George A Hillow George A Hillow's McGladrey LLP Experience May 2013 - July 2015
Job Executive Director at Cuyahoga County Convention Facilities Development Corporation
Industry Nonprofit Organization Management
Experience
Cuyahoga County Convention Facilities Development Corporation August 2015 - Present
Cleveland State University 2010 - Present
McGladrey LLP May 2013 - July 2015
Hillow Group LLC 2009 - 2013
Card Palmer Sibbison and Co. 2007 - 2009
Hillow Getsay & Connors 2001 - 2007
Moore Stephens Apple 1998 - 1999
Hillow Gornik & Company CPA's 1981 - 1999
Ernst & Young 1976 - 1981
Skills
Tax, Finance, Forensic Accounting, CPA, Certified Forensic..., Financial Analysis, Assurance, Auditing, Financial Reporting, Business Development, Internal Controls, Accounting, Restructuring, Forensic Analysis, Management, Consulting, Due Diligence, GAAP, Corporate Tax, Mergers & Acquisitions, Business Valuation
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Corporate finance and accounting
Cuyahoga County Convention Facilities Development Corporation August 2015 - Present
Cleveland State University 2010 - Present
McGladrey LLP May 2013 - July 2015
Hillow Group LLC 2009 - 2013
Card Palmer Sibbison and Co. 2007 - 2009
Hillow Getsay & Connors 2001 - 2007
Moore Stephens Apple 1998 - 1999
Hillow Gornik & Company CPA's 1981 - 1999
Ernst & Young 1976 - 1981
Skills
Tax, Finance, Forensic Accounting, CPA, Certified Forensic..., Financial Analysis, Assurance, Auditing, Financial Reporting, Business Development, Internal Controls, Accounting, Restructuring, Forensic Analysis, Management, Consulting, Due Diligence, GAAP, Corporate Tax, Mergers & Acquisitions, Business Valuation
Education
The Ohio State University - The Max M. Fisher College of Business
MBA, Corporate finance and accounting
Joe Benfatti Joe Benfatti's McGladrey LLP Experience June 2005 - Present
Job PartnerInformation Technology Risk Advisory Services
Industry Information Technology and Services
Experience
McGladrey LLP June 2005 - Present
Ernst & Young LLP August 1994 - June 2005
Skills
Sarbanes-Oxley Act, SAS70, CISA, Auditing, CPA, Sarbanes-Oxley, Big 4, PCI DSS, COBIT, SOX 404, SSAE 16, ISO 27001, Information Technology, Information Security..., Information Security, IT Audit, External Audit, US GAAP, ITGC, GAAP, Application Security, Business Process..., Security, ERP, Cloud Computing, Internal Controls, Assurance, Enterprise Risk..., IT Risk Management, Consulting, Business Process, SEC filings, Management Consulting, Internal Audit, Financial Risk, Cost Accounting, COSO, SaaS, Security Audits, Governance, Consolidation, Revenue Recognition, Management, Accounting, SEC Filings
Education
University of Denver 1989 — 1994
MACC, Accountancy
University of Denver - Daniels College of Business 1989 — 1994
Master of Accountancy, Accounting and Computer Science
McGladrey LLP June 2005 - Present
Ernst & Young LLP August 1994 - June 2005
Skills
Sarbanes-Oxley Act, SAS70, CISA, Auditing, CPA, Sarbanes-Oxley, Big 4, PCI DSS, COBIT, SOX 404, SSAE 16, ISO 27001, Information Technology, Information Security..., Information Security, IT Audit, External Audit, US GAAP, ITGC, GAAP, Application Security, Business Process..., Security, ERP, Cloud Computing, Internal Controls, Assurance, Enterprise Risk..., IT Risk Management, Consulting, Business Process, SEC filings, Management Consulting, Internal Audit, Financial Risk, Cost Accounting, COSO, SaaS, Security Audits, Governance, Consolidation, Revenue Recognition, Management, Accounting, SEC Filings
Education
University of Denver 1989 — 1994
MACC, Accountancy
University of Denver - Daniels College of Business 1989 — 1994
Master of Accountancy, Accounting and Computer Science
Jan Frank's McGladrey LLP Experience January 2012 - September 2013
Job Manager at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group September 2013 - Present
McGladrey LLP January 2012 - September 2013
Tenk Loubser & Associates January 2009 - December 2011
Chameleon Group Holdings & Counteractive Accountants January 2007 - December 2008
Exceed Group Ltd January 2005 - December 2006
Tenk Loubser Inc. January 2001 - December 2004
Skills
Auditing, Accounting, Assurance, Financial Reporting, Tax, Financial Accounting, Financial Statements, GAAP, External Audit, Private Equity, US GAAP, Trusts, Income Tax, Private Clients, Strategic Financial..., Financial Planning, SEC Financial Reporting
Education
Stellenbosch University/Universiteit Stellenbosch 1998 — 2001
Bachelor of Commerce (B.Com.), Accounting
The Siegfried Group September 2013 - Present
McGladrey LLP January 2012 - September 2013
Tenk Loubser & Associates January 2009 - December 2011
Chameleon Group Holdings & Counteractive Accountants January 2007 - December 2008
Exceed Group Ltd January 2005 - December 2006
Tenk Loubser Inc. January 2001 - December 2004
Skills
Auditing, Accounting, Assurance, Financial Reporting, Tax, Financial Accounting, Financial Statements, GAAP, External Audit, Private Equity, US GAAP, Trusts, Income Tax, Private Clients, Strategic Financial..., Financial Planning, SEC Financial Reporting
Education
Stellenbosch University/Universiteit Stellenbosch 1998 — 2001
Bachelor of Commerce (B.Com.), Accounting
Jeffrey Rice Jeffrey Rice's McGladrey LLP Experience April 2009 - October 2014
Job Market Relationship Director at KPMG
Industry Management Consulting
Experience
KPMG LLP October 2014 - Present
McGladrey LLP April 2009 - October 2014
KPMG LLP October 1995 - March 2009
Easley, McCaleb & Associates, Inc. May 1988 - September 1995
Skills
Due Diligence, Mergers & Acquisitions, Business Development, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Valuation, Management Consulting, Finance, Business Valuation, Accounting, Financial Reporting, Restructuring
Education
University of Miami - School of Business 1982 — 1984
BBA, Finance
KPMG LLP October 2014 - Present
McGladrey LLP April 2009 - October 2014
KPMG LLP October 1995 - March 2009
Easley, McCaleb & Associates, Inc. May 1988 - September 1995
Skills
Due Diligence, Mergers & Acquisitions, Business Development, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Valuation, Management Consulting, Finance, Business Valuation, Accounting, Financial Reporting, Restructuring
Education
University of Miami - School of Business 1982 — 1984
BBA, Finance
Adriana Bentz's McGladrey LLP Experience June 2011 - October 2012
Job CPA | Controller | Finance | GAAP Financial Reporting | Big 4 Audit Experience
Industry Accounting
Experience
LENSAR Inc. October 2012 - Present
McGladrey LLP June 2011 - October 2012
FollowOne International, Inc. July 2006 - May 2009
Adriana Bentz, CPA 1996 - 1999
KPMG LLP 1992 - 1996
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, GAAP, Financial Accounting, Management, Financial Statements, General Ledger, Accounts Payable, Payroll, CPA, Financial Analysis, Internal Audit, Recruiting, Account Reconciliation, Accounts Receivable, US GAAP, Auditing Standards, Tax, Analytical Skills, Financial Audits, Reviews, QuickBooks, External Audit, Cash Flow, Cost Accounting, Variance Analysis, Revenue Recognition, Commitment to Quality, Communication Skills, Responsiveness, Flexible to Change, Adaptability, Staff Development, Teamwork, Integrity, Leadership, Collaboration, Brazilian Portuguese, QAD, ERP Software, Supervision, Finance, SEC Filings, Budgets, Analysis, Income Tax
Education
University of Central Florida 1991 — 1992
Masters, Taxation
University of Central Florida 1986 — 1991
Bachelor of Science in Business Administration, Accounting
LENSAR Inc. October 2012 - Present
McGladrey LLP June 2011 - October 2012
FollowOne International, Inc. July 2006 - May 2009
Adriana Bentz, CPA 1996 - 1999
KPMG LLP 1992 - 1996
Skills
Financial Reporting, Internal Controls, Accounting, Auditing, GAAP, Financial Accounting, Management, Financial Statements, General Ledger, Accounts Payable, Payroll, CPA, Financial Analysis, Internal Audit, Recruiting, Account Reconciliation, Accounts Receivable, US GAAP, Auditing Standards, Tax, Analytical Skills, Financial Audits, Reviews, QuickBooks, External Audit, Cash Flow, Cost Accounting, Variance Analysis, Revenue Recognition, Commitment to Quality, Communication Skills, Responsiveness, Flexible to Change, Adaptability, Staff Development, Teamwork, Integrity, Leadership, Collaboration, Brazilian Portuguese, QAD, ERP Software, Supervision, Finance, SEC Filings, Budgets, Analysis, Income Tax
Education
University of Central Florida 1991 — 1992
Masters, Taxation
University of Central Florida 1986 — 1991
Bachelor of Science in Business Administration, Accounting
Fatos Gojani, CPA's McGladrey LLP Experience January 2012 - September 2013
Job Advisory/Internal Control Consultant at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Accounting
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
McGladrey LLP January 2012 - September 2013
ISSA - The Worldwide Cleaning Industry Association October 2010 - December 2011
Keystone Aniline Corporation July 2006 - August 2010
Skills
Accounting, GAAP, Auditing, Finance, Accounts Receivable, General Ledger, Financial Accounting, Financial Reporting, Internal Controls, Analysis, Financial Analysis, Fixed Assets, Cash Flow, Budgeting, Accounts Payable, Reconciliation, Variance Analysis, Accruals, Audit, Internal Audit, TeamMate, Due Diligence, Insurance, Risk Assessment, Sarbanes-Oxley Act, Tax
Education
University of Illinois at Chicago 2004 — 2007
Business, Accounting
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
McGladrey LLP January 2012 - September 2013
ISSA - The Worldwide Cleaning Industry Association October 2010 - December 2011
Keystone Aniline Corporation July 2006 - August 2010
Skills
Accounting, GAAP, Auditing, Finance, Accounts Receivable, General Ledger, Financial Accounting, Financial Reporting, Internal Controls, Analysis, Financial Analysis, Fixed Assets, Cash Flow, Budgeting, Accounts Payable, Reconciliation, Variance Analysis, Accruals, Audit, Internal Audit, TeamMate, Due Diligence, Insurance, Risk Assessment, Sarbanes-Oxley Act, Tax
Education
University of Illinois at Chicago 2004 — 2007
Business, Accounting
Rhonda Urbanowicz, CPA's McGladrey LLP Experience November 2008 - September 2014
Job Federal Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey, LLP November 2008 - September 2014
RSM McGladrey September 2005 - November 2008
Universal Orlando November 2004 - September 2005
Arthur Andersen/Grant Thornton September 2001 - October 2004
Skills
Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Accounting, SEC filings, Tax Research, Income Tax, Tax Accounting, US GAAP, Internal Controls
Education
University of Florida 1996 — 2001
Graduate, Accounting
University of Florida 1996 — 2001
Masters of Accounting, Accounting
McGladrey October 2014 - Present
McGladrey, LLP November 2008 - September 2014
RSM McGladrey September 2005 - November 2008
Universal Orlando November 2004 - September 2005
Arthur Andersen/Grant Thornton September 2001 - October 2004
Skills
Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Accounting, SEC filings, Tax Research, Income Tax, Tax Accounting, US GAAP, Internal Controls
Education
University of Florida 1996 — 2001
Graduate, Accounting
University of Florida 1996 — 2001
Masters of Accounting, Accounting
Holly Timpf Holly Timpf's McGladrey LLP Experience January 2008 - Present
Job Assurance Manager
Industry Accounting
Experience
McGladrey, LLP January 2008 - Present
Canyon Ranch Spa and Resort; Tucson, AZ June 2003 - December 2007
Skills
Yellow Book Certified, Financial Reporting, GAAP, Accounting, Healthcare, US GAAP, CPA, Assurance, Auditing, SEC filings, Financial Statements
Education
University of Arizona, Eller College of Management 2007 — 2007
Masters of Science, Accounting
University of Arizona, Eller College of Management 2002 — 2006
BS, Accounting
McGladrey, LLP January 2008 - Present
Canyon Ranch Spa and Resort; Tucson, AZ June 2003 - December 2007
Skills
Yellow Book Certified, Financial Reporting, GAAP, Accounting, Healthcare, US GAAP, CPA, Assurance, Auditing, SEC filings, Financial Statements
Education
University of Arizona, Eller College of Management 2007 — 2007
Masters of Science, Accounting
University of Arizona, Eller College of Management 2002 — 2006
BS, Accounting
Karin Gilmartin's McGladrey LLP Experience June 2010 - Present
Job Campus Talent Acquisition Manager
Industry Accounting
Experience
McGladrey LLP June 2010 - Present
RSM McGladrey October 2006 - Present
McGladrey & Pullen October 2006 - June 2010
Parson Consulting, LLC June 1999 - October 2006
Kennison & Associates, Inc January 1996 - May 1999
Skills
Auditing, Talent Acquisition, Accounting, Recruiting, College Recruiting, Strategic Planning, Team Building, Time Management, Leadership, Program Management, PeopleSoft, Management, Human Resources, Payroll, Interviews, Hiring, Forecasting, Employee Relations, Sales, Career Counseling, Consulting, Employee Benefits, Temporary Placement, Onboarding, Applicant Tracking..., Management Consulting, Performance Management, Budgets, Mergers & Acquisitions, Networking, Executive Management, Organizational..., Executive Search, Succession Planning, Employee Engagement, Training, Internal Audit, Talent Management, Negotiation, Technical Recruiting, Employee Training, Finance, Process Improvement, Temporary Staffing, Sourcing, Internet Recruiting
Education
Suffolk University 1992 — 1995
BSBA, Marketing
McGladrey LLP June 2010 - Present
RSM McGladrey October 2006 - Present
McGladrey & Pullen October 2006 - June 2010
Parson Consulting, LLC June 1999 - October 2006
Kennison & Associates, Inc January 1996 - May 1999
Skills
Auditing, Talent Acquisition, Accounting, Recruiting, College Recruiting, Strategic Planning, Team Building, Time Management, Leadership, Program Management, PeopleSoft, Management, Human Resources, Payroll, Interviews, Hiring, Forecasting, Employee Relations, Sales, Career Counseling, Consulting, Employee Benefits, Temporary Placement, Onboarding, Applicant Tracking..., Management Consulting, Performance Management, Budgets, Mergers & Acquisitions, Networking, Executive Management, Organizational..., Executive Search, Succession Planning, Employee Engagement, Training, Internal Audit, Talent Management, Negotiation, Technical Recruiting, Employee Training, Finance, Process Improvement, Temporary Staffing, Sourcing, Internet Recruiting
Education
Suffolk University 1992 — 1995
BSBA, Marketing
Scott Hauser Scott Hauser's McGladrey LLP Experience June 1996 - Present
Job Experienced Performance Improvement and Business Strategy Executive
Industry Management Consulting
Experience
McGladrey LLP June 1996 - Present
University of Iowa August 1995 - Present
APAC Teleservices, Inc. April 1994 - March 1996
Iowa State Board of Regents October 1987 - April 1994
Auditor of State of Iowa June 1984 - October 1987
Skills
Business Process..., Due Diligence, Financial Analysis, Financial Management, Business Planning, Budgeting, Business Strategy, Process Improvement, Managerial Finance, Management Consulting, Strategy, Entrepreneurship, Budgets, Auditing, Leadership, Mergers & Acquisitions, Start-ups, Financial Reporting, Accounting, Change Management, Management, Program Management, Cross-functional Team..., Strategic Planning, Internal Controls, Finance, Analysis, CPA, Risk Management, Forecasting, Financial Modeling
Education
University of Northern Iowa 1998 — 2001
Master of Business Administration, Business Management
University of Iowa - Henry B. Tippie College of Business 1994 — 1997
Started my Master of Business Administration
University of Northern Iowa 1979 — 1984
BA, Accounting, Computer Science
McGladrey LLP June 1996 - Present
University of Iowa August 1995 - Present
APAC Teleservices, Inc. April 1994 - March 1996
Iowa State Board of Regents October 1987 - April 1994
Auditor of State of Iowa June 1984 - October 1987
Skills
Business Process..., Due Diligence, Financial Analysis, Financial Management, Business Planning, Budgeting, Business Strategy, Process Improvement, Managerial Finance, Management Consulting, Strategy, Entrepreneurship, Budgets, Auditing, Leadership, Mergers & Acquisitions, Start-ups, Financial Reporting, Accounting, Change Management, Management, Program Management, Cross-functional Team..., Strategic Planning, Internal Controls, Finance, Analysis, CPA, Risk Management, Forecasting, Financial Modeling
Education
University of Northern Iowa 1998 — 2001
Master of Business Administration, Business Management
University of Iowa - Henry B. Tippie College of Business 1994 — 1997
Started my Master of Business Administration
University of Northern Iowa 1979 — 1984
BA, Accounting, Computer Science
Nora Gamboa's McGladrey LLP Experience February 2012 - Present
Job Consulting Senior Associate at McGladrey and Pullen
Industry Computer Software
Experience
McGladrey LLP February 2012 - Present
KTL Solutions July 2007 - March 2012
Raffa and Associates October 2003 - July 2007
Langan Associates 1998 - 2002
BOMA International 1989 - 1998
Skills
Great Plains Software, Microsoft Dynamics, Accounting, ERP, Financial Reporting, Microsoft CRM, Professional Services, Business Analysis, Business Intelligence, SSRS, SharePoint, Business Process, PeopleSoft, Software Implementation, Business Process..., Crystal Reports, Microsoft Dynamics ERP, Microsoft Dynamics GP
Education
The Catholic University of America 1983 — 1986
Master of Arts, Accounting
McGladrey LLP February 2012 - Present
KTL Solutions July 2007 - March 2012
Raffa and Associates October 2003 - July 2007
Langan Associates 1998 - 2002
BOMA International 1989 - 1998
Skills
Great Plains Software, Microsoft Dynamics, Accounting, ERP, Financial Reporting, Microsoft CRM, Professional Services, Business Analysis, Business Intelligence, SSRS, SharePoint, Business Process, PeopleSoft, Software Implementation, Business Process..., Crystal Reports, Microsoft Dynamics ERP, Microsoft Dynamics GP
Education
The Catholic University of America 1983 — 1986
Master of Arts, Accounting
Ruchi Shah, CPA Ruchi Shah, CPA's McGladrey LLP Experience November 2014 - Present
Job Tax Senior Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2014 - Present
The PUTMANGROUP July 2014 - November 2014
BDO USA, LLP January 2014 - June 2014
SBS Inc. May 2012 - June 2013
Ashish R Shah & Co. January 2009 - December 2009
Mukund & Rohit August 2007 - January 2009
Skills
Tax, Financial Reporting, Internal Audit, Corporate Tax, External Audit, Individual Taxation, Tax Planning, Bookkeeping, Quickbooks, Lacerte, Mas 90, CFS, Go Systems RS, Caseware, Go File Room, Financial Statements, QuickBooks
Education
American Institute of Certified Public Accountants 2010 — 2012
Certified Public Accountant (CPA), Accounting, Auditing, Taxation, Business Concepts
Institute of Chartered Accountants of India 2005 — 2010
Chartered Accountant (CA), Accounting and Finance
The Maharaja Sayajirao University of Baroda 2007 — 2009
Master of Commerce, Accounting & Financial Management
The Maharaja Sayajirao University of Baroda 2004 — 2007
Bachelor of Commerce, Accounting & Financial Management
McGladrey LLP November 2014 - Present
The PUTMANGROUP July 2014 - November 2014
BDO USA, LLP January 2014 - June 2014
SBS Inc. May 2012 - June 2013
Ashish R Shah & Co. January 2009 - December 2009
Mukund & Rohit August 2007 - January 2009
Skills
Tax, Financial Reporting, Internal Audit, Corporate Tax, External Audit, Individual Taxation, Tax Planning, Bookkeeping, Quickbooks, Lacerte, Mas 90, CFS, Go Systems RS, Caseware, Go File Room, Financial Statements, QuickBooks
Education
American Institute of Certified Public Accountants 2010 — 2012
Certified Public Accountant (CPA), Accounting, Auditing, Taxation, Business Concepts
Institute of Chartered Accountants of India 2005 — 2010
Chartered Accountant (CA), Accounting and Finance
The Maharaja Sayajirao University of Baroda 2007 — 2009
Master of Commerce, Accounting & Financial Management
The Maharaja Sayajirao University of Baroda 2004 — 2007
Bachelor of Commerce, Accounting & Financial Management
Brian Blalock Brian Blalock's McGladrey LLP Experience March 2008 - July 2011
Job Associate Partner at Aon Corporation
Industry Insurance
Experience
Verisight, Inc. July 2011 - April 2015
McGladrey LLP March 2008 - July 2011
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Math & Computer Science
Verisight, Inc. July 2011 - April 2015
McGladrey LLP March 2008 - July 2011
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Math & Computer Science
Erin Keegan, CPA's McGladrey LLP Experience May 2011 - September 2014
Job .
Industry Accounting
Experience
Exelon Nuclear October 2014 - Present
McGladrey LLP May 2011 - September 2014
RSM McGladrey Inc January 2011 - April 2011
Skills
International Tax, Tax Research, CPA, Accounting, ProSystem fx Tax, Microsoft Office, Canadian Income Tax, International Tax..., Expatriate Tax, Tax Law, US GAAP, Microsoft Word, Tax Preparation, Financial Statements, Financial Accounting, PowerPoint, Tax Returns, Tax, Financial Modeling, Income Tax, Process Improvement, S Corporations, Corporate Finance, Tax Accounting, FIN 48, Partnership Taxation, Microsoft Excel, US Tax, Internal Controls, Financial Analysis, Accounts Payable, IFRS, Access, QuickBooks, Tax Advisory, Corporate Tax, Superior Client Service, CCH ProSystem fx
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
Exelon Nuclear October 2014 - Present
McGladrey LLP May 2011 - September 2014
RSM McGladrey Inc January 2011 - April 2011
Skills
International Tax, Tax Research, CPA, Accounting, ProSystem fx Tax, Microsoft Office, Canadian Income Tax, International Tax..., Expatriate Tax, Tax Law, US GAAP, Microsoft Word, Tax Preparation, Financial Statements, Financial Accounting, PowerPoint, Tax Returns, Tax, Financial Modeling, Income Tax, Process Improvement, S Corporations, Corporate Finance, Tax Accounting, FIN 48, Partnership Taxation, Microsoft Excel, US Tax, Internal Controls, Financial Analysis, Accounts Payable, IFRS, Access, QuickBooks, Tax Advisory, Corporate Tax, Superior Client Service, CCH ProSystem fx
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
Sabrina Degen, CPA Sabrina Degen, CPA's McGladrey LLP Experience January 2006 - December 2014
Job Internal Audit at The First National Bank in Sioux Falls
Industry Accounting
Experience
The First National Bank in Sioux Falls December 2014 - Present
McGladrey LLP January 2006 - December 2014
Skills
Assurance, Auditing, GAAP, US GAAP, SEC filings, External Audit, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Financial Accounting, Accounting, Financial Statements
Education
The University of South Dakota 2001 — 2006
Master of Professional Accountancy
The First National Bank in Sioux Falls December 2014 - Present
McGladrey LLP January 2006 - December 2014
Skills
Assurance, Auditing, GAAP, US GAAP, SEC filings, External Audit, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Financial Accounting, Accounting, Financial Statements
Education
The University of South Dakota 2001 — 2006
Master of Professional Accountancy
Pat Murphy Hirata Pat Murphy Hirata's McGladrey LLP Experience January 2013 - Present
Job Partner at McGladrey LLP
Industry Real Estate
Experience
McGladrey LLP January 2013 - Present
Auction.com February 2011 - December 2012
Auction.com July 2011 - September 2012
RSM McGladrey September 1993 - January 2011
McGladrey & Pullen September 1993 - January 2011
Skills
Private Equity, Mergers, Valuation, Due Diligence, Tax Advisory, Corporate Tax, Financial Modeling, Finance, Tax, Business Valuation, Mergers & Acquisitions, Venture Capital, Internal Controls, CPA, Accounting, Investments, Financial Structuring, Income Tax, Strategy, SEC filings, Corporate Finance, Portfolio Management, GAAP, Financial Reporting, US GAAP, Restructuring, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
University of Southern California 1981 — 1984
Masters, Taxation
University of California, Los Angeles 1971 — 1973
B.A., Political Science
McGladrey LLP January 2013 - Present
Auction.com February 2011 - December 2012
Auction.com July 2011 - September 2012
RSM McGladrey September 1993 - January 2011
McGladrey & Pullen September 1993 - January 2011
Skills
Private Equity, Mergers, Valuation, Due Diligence, Tax Advisory, Corporate Tax, Financial Modeling, Finance, Tax, Business Valuation, Mergers & Acquisitions, Venture Capital, Internal Controls, CPA, Accounting, Investments, Financial Structuring, Income Tax, Strategy, SEC filings, Corporate Finance, Portfolio Management, GAAP, Financial Reporting, US GAAP, Restructuring, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
University of Southern California 1981 — 1984
Masters, Taxation
University of California, Los Angeles 1971 — 1973
B.A., Political Science
Craig Wories Craig Wories's McGladrey LLP Experience 2001 - Present
Job Nonprofit Audit Senior Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 2001 - Present
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Assurance, Financial Analysis, CPA, External Audit, US GAAP, Financial Statements, OMB Circular A-133, Nonprofits, GAAP, Internal Audit
Education
Trinity Christian College 1997 — 2000
B.S., Accountancy
McGladrey LLP 2001 - Present
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Assurance, Financial Analysis, CPA, External Audit, US GAAP, Financial Statements, OMB Circular A-133, Nonprofits, GAAP, Internal Audit
Education
Trinity Christian College 1997 — 2000
B.S., Accountancy
Robert Poisal's McGladrey LLP Experience April 2012 - Present
Job Business Development Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP April 2012 - Present
Wolters Kluwer April 2010 - April 2012
alliantgroup April 2008 - April 2010
Thomson Reuters January 2005 - October 2007
KPMG September 1999 - January 2005
Thomson Reuters September 1989 - August 1999
Skills
Sales Process, Business Development, Solution Selling, Consulting, CRM, Accounting, Salesforce.com, Account Management, Negotiation, Management, Sales, Sales Management, Analysis, Tax, Training, Strategic Partnerships, New Business Development, B2B, Cold Calling, Auditing, Contract Negotiation, Recruiting
Education
University of Indianapolis
McGladrey LLP April 2012 - Present
Wolters Kluwer April 2010 - April 2012
alliantgroup April 2008 - April 2010
Thomson Reuters January 2005 - October 2007
KPMG September 1999 - January 2005
Thomson Reuters September 1989 - August 1999
Skills
Sales Process, Business Development, Solution Selling, Consulting, CRM, Accounting, Salesforce.com, Account Management, Negotiation, Management, Sales, Sales Management, Analysis, Tax, Training, Strategic Partnerships, New Business Development, B2B, Cold Calling, Auditing, Contract Negotiation, Recruiting
Education
University of Indianapolis
Wayne C. Markey, CPA, JD, CBA, ABV Wayne C. Markey, CPA, JD, CBA, ABV's McGladrey LLP Experience September 2003 - Present
Job Business Consultant
Industry Management Consulting
Experience
McGladrey LLP September 2003 - Present
Tax and Business Services September 1998 - September 2003
Skills
Financial Reporting, Tax, Accounting, Corporate Tax, Financial Analysis, Internal Controls, CPA, Auditing, Tax Accounting, GAAP, Income Tax, Financial Accounting
Education
University of Baltimore School of Law 1983 — 1986
Juris Doctorate, Law
University of Maryland at College Park 1974 — 1978
B.S., Accounting
McGladrey LLP September 2003 - Present
Tax and Business Services September 1998 - September 2003
Skills
Financial Reporting, Tax, Accounting, Corporate Tax, Financial Analysis, Internal Controls, CPA, Auditing, Tax Accounting, GAAP, Income Tax, Financial Accounting
Education
University of Baltimore School of Law 1983 — 1986
Juris Doctorate, Law
University of Maryland at College Park 1974 — 1978
B.S., Accounting
Brian Whitfield, CPA Brian Whitfield, CPA's McGladrey LLP Experience September 2011 - September 2012
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey October 2012 - September 2013
McGladrey LLP September 2011 - September 2012
McGladrey & Pullen LLP September 2010 - August 2011
McGladrey & Pullen LLP September 2008 - August 2010
McGladrey & Pullen LLP May 2007 - August 2007
Education
University of Colorado Boulder 2003 — 2008
BS, MS, Accounting
McGladrey October 2013 - Present
McGladrey October 2012 - September 2013
McGladrey LLP September 2011 - September 2012
McGladrey & Pullen LLP September 2010 - August 2011
McGladrey & Pullen LLP September 2008 - August 2010
McGladrey & Pullen LLP May 2007 - August 2007
Education
University of Colorado Boulder 2003 — 2008
BS, MS, Accounting
Clay Stoker Clay Stoker's McGladrey LLP Experience May 2015 - August 2015
Job Tax Manager
Industry Investment Management
Experience
Harbert Management Corporation August 2015 - Present
McGladrey LLP May 2015 - August 2015
Sellers Richardson Holman & West November 2012 - April 2015
Sellers Richardson Holman & West October 2010 - November 2012
Sellers Richardson Holman & West July 2008 - October 2010
SRHW January 2007 - March 2007
Greek Resource Services 2005 - 2006
Skills
CPA, International Tax, Tax Accounting, Tax Research, Income Tax, Partnership Taxation, S Corporations, Tax Preparation, CCH ProSystem fx, High Net Worth..., Microsoft Excel, Caseware, CCH Research, Personal Tax Planning, Business Tax Planning, Depreciation, Multi-state tax returns, Compliance, Estate Planning, International Tax..., International Business..., Business Strategy
Education
University of Alabama 2007 — 2008
Masters, Masters of Taxation
University of Alabama 2005 — 2007
BS, Accounting
Harbert Management Corporation August 2015 - Present
McGladrey LLP May 2015 - August 2015
Sellers Richardson Holman & West November 2012 - April 2015
Sellers Richardson Holman & West October 2010 - November 2012
Sellers Richardson Holman & West July 2008 - October 2010
SRHW January 2007 - March 2007
Greek Resource Services 2005 - 2006
Skills
CPA, International Tax, Tax Accounting, Tax Research, Income Tax, Partnership Taxation, S Corporations, Tax Preparation, CCH ProSystem fx, High Net Worth..., Microsoft Excel, Caseware, CCH Research, Personal Tax Planning, Business Tax Planning, Depreciation, Multi-state tax returns, Compliance, Estate Planning, International Tax..., International Business..., Business Strategy
Education
University of Alabama 2007 — 2008
Masters, Masters of Taxation
University of Alabama 2005 — 2007
BS, Accounting
Matthew Winkelman Matthew Winkelman's McGladrey LLP Experience October 2012 - Present
Job Tax Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2012 - Present
Education
The University of North Dakota
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities
Master's degree, Business Taxation
McGladrey LLP October 2012 - Present
Education
The University of North Dakota
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities
Master's degree, Business Taxation
Carl Heppenstall, CAMS Carl Heppenstall, CAMS's McGladrey LLP Experience December 2014 - Present
Job Regulatory Compliance Supervisor Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey LLP December 2014 - Present
H&R Block Bank December 2012 - September 2014
Dickinson Financial Corporation/Armed Forces Bank June 2011 - December 2012
First National Bank of Olathe January 2009 - June 2011
American Century Investments 1992 - 2008
Skills
Regulatory Compliance, Fraud Investigations, Process Management, Risk Management, Budgeting, Risk, AML, Mutual Funds, Retail Banking, Banking Operations, Microsoft Office, Access, Project Implementation, Music, Poetry, Creative Writing, Anti-corruption, Dogs, Financial Risk, Budgets, Fraud, Core Banking, Process Improvement, Bank Secrecy Act, Compliance, Training, Management, Finance, Policy, OFAC, CRM, Quality Assurance, Operations Management, Financial Services, Employee Training, Leadership, Vendor Management, Risk Assessment, Anti Money Laundering
Education
University of Michigan 1981 — 1985
Bachelors of Music Composition, Music Performance, History, English
McGladrey LLP December 2014 - Present
H&R Block Bank December 2012 - September 2014
Dickinson Financial Corporation/Armed Forces Bank June 2011 - December 2012
First National Bank of Olathe January 2009 - June 2011
American Century Investments 1992 - 2008
Skills
Regulatory Compliance, Fraud Investigations, Process Management, Risk Management, Budgeting, Risk, AML, Mutual Funds, Retail Banking, Banking Operations, Microsoft Office, Access, Project Implementation, Music, Poetry, Creative Writing, Anti-corruption, Dogs, Financial Risk, Budgets, Fraud, Core Banking, Process Improvement, Bank Secrecy Act, Compliance, Training, Management, Finance, Policy, OFAC, CRM, Quality Assurance, Operations Management, Financial Services, Employee Training, Leadership, Vendor Management, Risk Assessment, Anti Money Laundering
Education
University of Michigan 1981 — 1985
Bachelors of Music Composition, Music Performance, History, English
Vicki Peifer Vicki Peifer's McGladrey LLP Experience August 2005 - Present
Job Business Development Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP August 2005 - Present
McGladrey 2005 - Present
The Potter's Obsession 2000 - 2003
Entre Information Systems 1997 - 2000
ASAP Software 1993 - 1997
Comdisco 1991 - 1993
Skills
Account Management, Security, Lead Generation, Business Intelligence, Selling, Business Development, Telecommunications, Professional Services, Sales, Solution Selling, Enterprise Software, SaaS, Salesforce.com, Strategic Planning, Consulting, Strategy, Management
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
BA, Business Administration
The University of Iowa Tippie Business School
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
McGladrey LLP August 2005 - Present
McGladrey 2005 - Present
The Potter's Obsession 2000 - 2003
Entre Information Systems 1997 - 2000
ASAP Software 1993 - 1997
Comdisco 1991 - 1993
Skills
Account Management, Security, Lead Generation, Business Intelligence, Selling, Business Development, Telecommunications, Professional Services, Sales, Solution Selling, Enterprise Software, SaaS, Salesforce.com, Strategic Planning, Consulting, Strategy, Management
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
BA, Business Administration
The University of Iowa Tippie Business School
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jill Grung, CPA's McGladrey LLP Experience October 2006 - July 2012
Job Conscientious, Detail Oriented Experienced Auditor
Industry Accounting
Experience
Kessler Orlean Silver Co., P.C. September 2013 - Present
BDO USA, LLP September 2012 - Present
McGladrey LLP October 2006 - July 2012
Schenck Business Solutions October 2004 - October 2006
Skills
Auditing, Accounting, Internal Controls, Financial Analysis, Microsoft Excel, I am an energetic and..., with the audit team and..., the interaction of..., Passed CPA exam on..., Financial Reporting, Internal Audit
Education
University of Illinois at Chicago
Bachelor's degree, Accounting
Kessler Orlean Silver Co., P.C. September 2013 - Present
BDO USA, LLP September 2012 - Present
McGladrey LLP October 2006 - July 2012
Schenck Business Solutions October 2004 - October 2006
Skills
Auditing, Accounting, Internal Controls, Financial Analysis, Microsoft Excel, I am an energetic and..., with the audit team and..., the interaction of..., Passed CPA exam on..., Financial Reporting, Internal Audit
Education
University of Illinois at Chicago
Bachelor's degree, Accounting
Michael Sindall, CPA Michael Sindall, CPA's McGladrey LLP Experience November 2009 - February 2015
Job Associate Manager
Industry Accounting
Experience
The Siegfried Group February 2015 - Present
McGladrey LLP November 2009 - February 2015
CSC 2015 - 2015
McGladrey & Pullen January 2009 - April 2009
RSM McGladrey June 2008 - August 2008
Skills
Auditing, Nonprofits, Financial Reporting, Accounting, US GAAP, Financial Analysis, GAAP, Financial Accounting, Internal Controls, External Audit
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.A., Accounting and Economics
The Siegfried Group February 2015 - Present
McGladrey LLP November 2009 - February 2015
CSC 2015 - 2015
McGladrey & Pullen January 2009 - April 2009
RSM McGladrey June 2008 - August 2008
Skills
Auditing, Nonprofits, Financial Reporting, Accounting, US GAAP, Financial Analysis, GAAP, Financial Accounting, Internal Controls, External Audit
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.A., Accounting and Economics
Chip Howard Chip Howard's McGladrey LLP Experience November 2014 - Present
Job Assurance Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2014 - Present
Battelle Rippe Kingston LLP 1983 - October 2014
Skills
Tax, CPA, Internal Controls, Auditing, Accounting, GAAP, Income Tax, Tax Preparation, Financial Reporting, SEC filings, US GAAP, Financial Accounting
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
McGladrey LLP November 2014 - Present
Battelle Rippe Kingston LLP 1983 - October 2014
Skills
Tax, CPA, Internal Controls, Auditing, Accounting, GAAP, Income Tax, Tax Preparation, Financial Reporting, SEC filings, US GAAP, Financial Accounting
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Karlene Wilkins Karlene Wilkins's McGladrey LLP Experience November 2010 - May 2013
Job Senior Property Accountant at REIT Management & Research LLC
Industry Accounting
Experience
REIT Management & Research LLC May 2013 - Present
McGladrey LLP November 2010 - May 2013
Merrimack Valley Venture Forum January 2008 - October 2009
Skills
Assurance, Auditing, Microsoft Excel, Financial Statement..., General knowledge of..., CPA certification in..., QuickBooks, Account Reconciliation
Education
University of Massachusetts Lowell 2006 — 2010
BSBA, Accounting
Tewksbury Memorial High School 2002 — 2006
REIT Management & Research LLC May 2013 - Present
McGladrey LLP November 2010 - May 2013
Merrimack Valley Venture Forum January 2008 - October 2009
Skills
Assurance, Auditing, Microsoft Excel, Financial Statement..., General knowledge of..., CPA certification in..., QuickBooks, Account Reconciliation
Education
University of Massachusetts Lowell 2006 — 2010
BSBA, Accounting
Tewksbury Memorial High School 2002 — 2006
Amanda Jakstas, CPA Amanda Jakstas, CPA's McGladrey LLP Experience December 2012 - December 2013
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
McGladrey LLP December 2012 - December 2013
McGladrey & Pullen October 2009 - December 2012
McGladrey January 2008 - September 2009
Skills
ProSystem fx Tax, CCH Intelliconnect, Microsoft Office, OneSource, Caseware, Corporate Tax, International Tax, FAS 5, Team Management, Tax Returns, Income Tax, People Skills, CPA, Financial Analysis, FIN 48, Tax Law, Auditing, State Tax, Client Services, Accounting, Tax Research, Tax, Subpart F
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
McGladrey December 2013 - Present
McGladrey LLP December 2012 - December 2013
McGladrey & Pullen October 2009 - December 2012
McGladrey January 2008 - September 2009
Skills
ProSystem fx Tax, CCH Intelliconnect, Microsoft Office, OneSource, Caseware, Corporate Tax, International Tax, FAS 5, Team Management, Tax Returns, Income Tax, People Skills, CPA, Financial Analysis, FIN 48, Tax Law, Auditing, State Tax, Client Services, Accounting, Tax Research, Tax, Subpart F
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Steve Koltun Steve Koltun's McGladrey LLP Experience 1998 - Present
Job Partner, Assurance Services at McGladrey
Industry Accounting
Experience
McGladrey LLP 1998 - Present
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Accounting
McGladrey LLP 1998 - Present
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Accounting
David Skoler's McGladrey LLP Experience June 2014 - August 2014
Job Business Technology Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte July 2015 - Present
SIDEARM Sports (A Divison of Learfield Sports) September 2011 - October 2014
McGladrey LLP June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
United States Senator Scott P. Brown (R-MA) May 2011 - June 2011
Skills
PowerPoint, Systems Analysis, Java, Business Analysis
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Information Management and Technology, Cum Laude
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, Cum Laude
Syracuse University in London 2014 — 2014
Thayer Academy 2004 — 2011
High School Diploma
Deloitte July 2015 - Present
SIDEARM Sports (A Divison of Learfield Sports) September 2011 - October 2014
McGladrey LLP June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
United States Senator Scott P. Brown (R-MA) May 2011 - June 2011
Skills
PowerPoint, Systems Analysis, Java, Business Analysis
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Information Management and Technology, Cum Laude
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, Cum Laude
Syracuse University in London 2014 — 2014
Thayer Academy 2004 — 2011
High School Diploma
Alyssa Tallini Alyssa Tallini's McGladrey LLP Experience October 2012 - September 2014
Job Audit Scheduler at McGladrey
Industry Accounting
Experience
McGladrey April 2015 - Present
McGladrey October 2014 - December 2014
McGladrey LLP October 2012 - September 2014
St. John's University August 2011 - May 2012
McGladrey June 2011 - August 2011
Skills
US GAAP, GAAP, Auditing, Internal Controls, Accounting, Assurance
Education
St. John's University 2011 — 2012
Master of Science (MS), Accounting
St. John's University 2007 — 2011
Bachelor of Science (BS), Accounting
McGladrey April 2015 - Present
McGladrey October 2014 - December 2014
McGladrey LLP October 2012 - September 2014
St. John's University August 2011 - May 2012
McGladrey June 2011 - August 2011
Skills
US GAAP, GAAP, Auditing, Internal Controls, Accounting, Assurance
Education
St. John's University 2011 — 2012
Master of Science (MS), Accounting
St. John's University 2007 — 2011
Bachelor of Science (BS), Accounting
Bill O'Malley Bill O'Malley's McGladrey LLP Experience May 2012 - Present
Job Director, Washington National Tax at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP May 2012 - Present
Verisight Inc. August 2011 - April 2012
McGladrey October 1984 - July 2011
Skills
Employee Benefits, Tax Advisory, ERISA, Accounting
Education
The John Marshall Law School 1978 — 1981
Doctor of Law (JD)
McGladrey LLP May 2012 - Present
Verisight Inc. August 2011 - April 2012
McGladrey October 1984 - July 2011
Skills
Employee Benefits, Tax Advisory, ERISA, Accounting
Education
The John Marshall Law School 1978 — 1981
Doctor of Law (JD)
Jonathan Dombroski's McGladrey LLP Experience October 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
Santora CPA Group June 2013 - August 2013
Nehemiah Gateway January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
McGladrey LLP October 2014 - Present
Santora CPA Group June 2013 - August 2013
Nehemiah Gateway January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
Matthew G. Nelson Matthew G. Nelson's McGladrey LLP Experience October 2012 - November 2012
Job Manager, Transaction Advisory Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2014 - July 2015
Grant Thornton LLP November 2012 - July 2014
McGladrey LLP October 2012 - November 2012
McGladrey LLP September 2010 - September 2012
Skills
Assurance, Financial due diligence, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting
University of Florida - Warrington College Of Business 2004 — 2008
BSBA, Finance
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2014 - July 2015
Grant Thornton LLP November 2012 - July 2014
McGladrey LLP October 2012 - November 2012
McGladrey LLP September 2010 - September 2012
Skills
Assurance, Financial due diligence, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting
University of Florida - Warrington College Of Business 2004 — 2008
BSBA, Finance
Emmett Anderson Emmett Anderson's McGladrey LLP Experience August 2010 - Present
Job Strategic Relationship Manage & Diversity and Small Business Consultant at McGladrey Public Sector National Practice
Industry Information Technology and Services
Experience
McGladrey Publich Sector National Practice July 2011 - Present
McGladrey LLP August 2010 - Present
McGladrey LLP 2011 - 2014
Notel Government Solutions 2008 - 2010
Skills
Process Improvement, Strategy, Strategic Planning, Business Development, New Business Development, Management Consulting, Proposal Writing, Requirements Analysis, Project Management, Small Business, Risk Management, Business Process..., Business Analysis, Auditing, Leadership, Team Building, Government, Business Strategy, Project Planning, Change Management, Integration, Lasting Relationships, Vendor Relationships, Management, Program Management
Education
Harvard Business School through the IBM Executive Management Prograam 1983 — 1984
University of Colorado Boulder
BS, Business Administration and Management, General
McGladrey Publich Sector National Practice July 2011 - Present
McGladrey LLP August 2010 - Present
McGladrey LLP 2011 - 2014
Notel Government Solutions 2008 - 2010
Skills
Process Improvement, Strategy, Strategic Planning, Business Development, New Business Development, Management Consulting, Proposal Writing, Requirements Analysis, Project Management, Small Business, Risk Management, Business Process..., Business Analysis, Auditing, Leadership, Team Building, Government, Business Strategy, Project Planning, Change Management, Integration, Lasting Relationships, Vendor Relationships, Management, Program Management
Education
Harvard Business School through the IBM Executive Management Prograam 1983 — 1984
University of Colorado Boulder
BS, Business Administration and Management, General
Tasha Baggett Tasha Baggett's McGladrey LLP Experience August 2012 - September 2014
Job Senior Tax Administrative Assistant at McGladrey
Industry Accounting
Experience
McGladrey LLP August 2012 - September 2014
Reznick GroupBa October 2005 - August 2012
Skills
Accounting, Outlook, Auditing, Tax, Invoicing, Bookkeeping, Management, Financial Reporting, Financial Analysis, Microsoft Excel
Education
Mannheim American High School
Strayer University
Computer/Information Technology Administration and Management
McGladrey LLP August 2012 - September 2014
Reznick GroupBa October 2005 - August 2012
Skills
Accounting, Outlook, Auditing, Tax, Invoicing, Bookkeeping, Management, Financial Reporting, Financial Analysis, Microsoft Excel
Education
Mannheim American High School
Strayer University
Computer/Information Technology Administration and Management
Kirk Imaizumi Kirk Imaizumi's McGladrey LLP Experience September 2013 - May 2014
Job Lead Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2014 - Present
McGladrey, LLP September 2013 - May 2014
California Credits Group, LLC February 2010 - August 2013
California Credits Group, LLC January 2009 - January 2010
California Credits Group, LLC January 2008 - December 2008
California Credits Group, LLC September 2005 - December 2007
Japanese American National Museum June 2005 - August 2005
M80 Internet Marketing March 2005 - June 2005
Skills
Accounting, Project Management, Account Management, Data Analysis, Management, Access, PowerPoint, Fluent in Japanese, Tax Credits, Teamwork, Microsoft Word, Sales Force, Excel, Outlook, Preparing tax returns, Communication, Supervising, Presentations, CCH Intelliconnect, ProSystem fx Tax, RIA Checkpoint, Business Personal..., Caseware, Tax Workbooks
Education
UCLA 2012 — 2014
Accounting Certificate, Accounting
University of Southern California
BS in Business Administration, (Business, Cinema-Television)
McGladrey June 2014 - Present
McGladrey, LLP September 2013 - May 2014
California Credits Group, LLC February 2010 - August 2013
California Credits Group, LLC January 2009 - January 2010
California Credits Group, LLC January 2008 - December 2008
California Credits Group, LLC September 2005 - December 2007
Japanese American National Museum June 2005 - August 2005
M80 Internet Marketing March 2005 - June 2005
Skills
Accounting, Project Management, Account Management, Data Analysis, Management, Access, PowerPoint, Fluent in Japanese, Tax Credits, Teamwork, Microsoft Word, Sales Force, Excel, Outlook, Preparing tax returns, Communication, Supervising, Presentations, CCH Intelliconnect, ProSystem fx Tax, RIA Checkpoint, Business Personal..., Caseware, Tax Workbooks
Education
UCLA 2012 — 2014
Accounting Certificate, Accounting
University of Southern California
BS in Business Administration, (Business, Cinema-Television)
Andrew Mendonca, CPA Andrew Mendonca, CPA's McGladrey LLP Experience November 2011 - Present
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey LLP November 2011 - Present
M/A-COM Technology Solutions April 2010 - October 2011
Putnam Investments November 2009 - April 2010
Skills
US GAAP, CPA, Financial Reporting, GAAP, Financial Analysis, Internal Controls
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
McGladrey LLP November 2011 - Present
M/A-COM Technology Solutions April 2010 - October 2011
Putnam Investments November 2009 - April 2010
Skills
US GAAP, CPA, Financial Reporting, GAAP, Financial Analysis, Internal Controls
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Bruce Webb's McGladrey LLP Experience July 2009 - Present
Job Strong business development experience with national/international CPA firms focused on middle market Clevel executives
Industry Accounting
Experience
McGladrey LLP July 2009 - Present
BDO Seidman, LLP August 2000 - July 2009
RSM McGladrey, Inc. 1996 - 2000
Bank of America 1989 - 1996
Memorial Hospitals Association 1985 - 1988
E&J Gallo Winery 1983 - 1985
The Procter & Gamble Company 1976 - 1983
Skills
New Business Development, Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Marketing Management, Direct Sales, Sales Presentations, Mergers, Mergers & Acquisitions, Business Development, Management, Market Research, Business Planning, Strategy, Accounting, Leadership, Strategic Partnerships, Sales Operations, Due Diligence, Sales, Finance, Sales Process, Analysis, Management Consulting, Advertising, Training, Start-ups, Consulting
Education
University of Illinois at Urbana-Champaign 1967 — 1971
BS
George Washington University
MBA
McGladrey LLP July 2009 - Present
BDO Seidman, LLP August 2000 - July 2009
RSM McGladrey, Inc. 1996 - 2000
Bank of America 1989 - 1996
Memorial Hospitals Association 1985 - 1988
E&J Gallo Winery 1983 - 1985
The Procter & Gamble Company 1976 - 1983
Skills
New Business Development, Marketing, Strategic Planning, Marketing Strategy, Product Marketing, Marketing Management, Direct Sales, Sales Presentations, Mergers, Mergers & Acquisitions, Business Development, Management, Market Research, Business Planning, Strategy, Accounting, Leadership, Strategic Partnerships, Sales Operations, Due Diligence, Sales, Finance, Sales Process, Analysis, Management Consulting, Advertising, Training, Start-ups, Consulting
Education
University of Illinois at Urbana-Champaign 1967 — 1971
BS
George Washington University
MBA
Dan Schelske Dan Schelske's McGladrey LLP Experience 2012 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 2012 - Present
McGladrey & Pullen August 2008 - August 2012
Ketel Thorstenson, LLP January 2003 - August 2008
Skills
CPA, GAAP, Auditing, Accounting, Financial Reporting, OMB Circular A-133, Government Accounting, Nonprofits, Tax
Education
The University of South Dakota 1997 — 2002
Masters, Accounting
Tripp Delmont 1993 — 1997
McGladrey LLP 2012 - Present
McGladrey & Pullen August 2008 - August 2012
Ketel Thorstenson, LLP January 2003 - August 2008
Skills
CPA, GAAP, Auditing, Accounting, Financial Reporting, OMB Circular A-133, Government Accounting, Nonprofits, Tax
Education
The University of South Dakota 1997 — 2002
Masters, Accounting
Tripp Delmont 1993 — 1997
Jordan Gross Jordan Gross's McGladrey LLP Experience October 2011 - July 2013
Job Internal Auditor at Fossil
Industry Accounting
Experience
Fossil July 2013 - Present
McGladrey LLP October 2011 - July 2013
Shands Healthcare May 2010 - October 2011
Shands Healthcare May 2009 - May 2010
Carr, Riggs & Ingram, LLC January 2010 - April 2010
Skills
Accounting, Auditing, Tax, Internal Controls, Internal Audit, CPA, General Ledger, Accounts Receivable
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
M.A.AC, Accounting/Audit
University of Florida - Warrington College of Business Administration 2006 — 2010
B.S.AC., Accounting
Fossil July 2013 - Present
McGladrey LLP October 2011 - July 2013
Shands Healthcare May 2010 - October 2011
Shands Healthcare May 2009 - May 2010
Carr, Riggs & Ingram, LLC January 2010 - April 2010
Skills
Accounting, Auditing, Tax, Internal Controls, Internal Audit, CPA, General Ledger, Accounts Receivable
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
M.A.AC, Accounting/Audit
University of Florida - Warrington College of Business Administration 2006 — 2010
B.S.AC., Accounting
Nick Wedel, CISSP, CISA's McGladrey LLP Experience December 2009 - August 2014
Job Associate Director at Protiviti Global Consulting in Business, IT, Risk & Internal Audit
Industry Computer & Network Security
Experience
Protiviti July 2015 - Present
Kaiser Permanente September 2014 - July 2015
McGladrey LLP December 2009 - August 2014
RSM McGladrey December 2005 - November 2009
General Dynamics (previously NCS Pearson) October 2000 - December 2005
Skills
IT Audit, Information Security, Security, PCI DSS, Information Technology, Penetration Testing, Network Security, Sarbanes-Oxley Act, Risk Assessment, Governance, SAS70, Computer Security, Auditing, CISA, Internal Audit, Information Security..., Business Continuity, CISSP, Data Security, Enterprise Risk..., COBIT, Vulnerability Assessment, Vendor Management, SSAE16, Vulnerability Management, ISO 27001, Application Security, Security Audits, IT Risk Management, Sarbanes-Oxley, Management, IT Strategy, Consulting, Leadership, Networking, Information Assurance, GLBA, Security Assessments, FFIEC, Security Awareness, ITGC, Security Policy, Security Architecture..., Security Management, Assurance, Disaster Recovery, Risk Management, Business Process, Internal Controls, Financial Risk
Education
University of Kansas
Bachelor of Science, Business
University of Kansas - Graduate School of Business
Master of Accounting and Information Systems
Protiviti July 2015 - Present
Kaiser Permanente September 2014 - July 2015
McGladrey LLP December 2009 - August 2014
RSM McGladrey December 2005 - November 2009
General Dynamics (previously NCS Pearson) October 2000 - December 2005
Skills
IT Audit, Information Security, Security, PCI DSS, Information Technology, Penetration Testing, Network Security, Sarbanes-Oxley Act, Risk Assessment, Governance, SAS70, Computer Security, Auditing, CISA, Internal Audit, Information Security..., Business Continuity, CISSP, Data Security, Enterprise Risk..., COBIT, Vulnerability Assessment, Vendor Management, SSAE16, Vulnerability Management, ISO 27001, Application Security, Security Audits, IT Risk Management, Sarbanes-Oxley, Management, IT Strategy, Consulting, Leadership, Networking, Information Assurance, GLBA, Security Assessments, FFIEC, Security Awareness, ITGC, Security Policy, Security Architecture..., Security Management, Assurance, Disaster Recovery, Risk Management, Business Process, Internal Controls, Financial Risk
Education
University of Kansas
Bachelor of Science, Business
University of Kansas - Graduate School of Business
Master of Accounting and Information Systems
Dorene Masterson, MBA's McGladrey LLP Experience August 2008 - Present
Job Business Development
Industry Accounting
Krista Thull's McGladrey LLP Experience March 2012 - Present
Job HR LOB Business Partner Assurance at McGladrey
Industry Accounting
Experience
McGladrey LLP March 2012 - Present
McGladrey February 2005 - March 2012
Aveda Corporation July 2001 - January 2005
McGladrey & Pullen, LLP September 1994 - June 2001
Skills
Accounting, Budgeting, Audit, Auditing, Forecasting, Financial Analysis
Education
St. Cloud State University 1997 — 2001
BS, Accounting
McGladrey LLP March 2012 - Present
McGladrey February 2005 - March 2012
Aveda Corporation July 2001 - January 2005
McGladrey & Pullen, LLP September 1994 - June 2001
Skills
Accounting, Budgeting, Audit, Auditing, Forecasting, Financial Analysis
Education
St. Cloud State University 1997 — 2001
BS, Accounting
Ryan McGurk, CPA's McGladrey LLP Experience September 2008 - Present
Job Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2008 - Present
McGladrey & Pullen, LLP May 2007 - July 2007
Center for Survey Research and Analysis 2005 - 2006
Skills
Financial Reporting, GAAP, Accounting, SEC Financial Reporting, Sarbanes-Oxley, Audit Management, Data Analysis, SEC filings, Microsoft Word, Microsoft Excel
Education
University of Connecticut 2008 — 2010
MS, Accountancy
University of Connecticut 2004 — 2008
BS, Accounting
McGladrey LLP September 2008 - Present
McGladrey & Pullen, LLP May 2007 - July 2007
Center for Survey Research and Analysis 2005 - 2006
Skills
Financial Reporting, GAAP, Accounting, SEC Financial Reporting, Sarbanes-Oxley, Audit Management, Data Analysis, SEC filings, Microsoft Word, Microsoft Excel
Education
University of Connecticut 2008 — 2010
MS, Accountancy
University of Connecticut 2004 — 2008
BS, Accounting
Ashley Wiley's McGladrey LLP Experience November 2010 - October 2013
Job Executive Recruiter at VIP Search Group
Industry Accounting
Experience
VIP Search Group May 2015 - Present
Federal Home Loan Bank of Dallas July 2014 - April 2015
DR Horton October 2013 - June 2014
McGladrey LLP November 2010 - October 2013
McGladrey LLP 2007 - 2009
Skills
US GAAP, Internal Controls, Auditing, SEC filings, GAAP, Sarbanes-Oxley Act, External Audit, Financial Reporting, SEC Filings, Financial Accounting, Financial Statements, Accounting, Finance, Internal Audit, Financial Analysis, CPA, Executive Networking
Education
Texas Tech University - Rawls College of Business 2003 — 2009
B.B.A, Accounting
VIP Search Group May 2015 - Present
Federal Home Loan Bank of Dallas July 2014 - April 2015
DR Horton October 2013 - June 2014
McGladrey LLP November 2010 - October 2013
McGladrey LLP 2007 - 2009
Skills
US GAAP, Internal Controls, Auditing, SEC filings, GAAP, Sarbanes-Oxley Act, External Audit, Financial Reporting, SEC Filings, Financial Accounting, Financial Statements, Accounting, Finance, Internal Audit, Financial Analysis, CPA, Executive Networking
Education
Texas Tech University - Rawls College of Business 2003 — 2009
B.B.A, Accounting
Naomi Kahn-Ramliden's McGladrey LLP Experience January 2002 - Present
Job Senior Director, Enterprise Risk Management and Privacy at McGladrey
Industry Accounting
Experience
McGladrey LLP January 2002 - Present
rsm mcgladrey January 2002 - September 2009
Woolworths 1998 - 2001
Reliastar 1994 - 1998
Skills
Information Security..., Privacy, IT Audit, Enterprise Risk..., Privacy Law, Information Security, Risk Management, Compliance, Business Continuity..., Social Media and..., Cloud Computing Controls, E-discovery basics, SAS70, Auditing, Financial Risk, Information Technology, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Governance, Internal Audit, Risk Assessment, CISA, Governance, Internal Controls, Fraud, Business Process..., Accounting, Offshore Outsourcing, Policy Writing, SOX 404, Information Management, Information Assurance
Education
The Hebrew University
University of Minnesota-Twin Cities
McGladrey LLP January 2002 - Present
rsm mcgladrey January 2002 - September 2009
Woolworths 1998 - 2001
Reliastar 1994 - 1998
Skills
Information Security..., Privacy, IT Audit, Enterprise Risk..., Privacy Law, Information Security, Risk Management, Compliance, Business Continuity..., Social Media and..., Cloud Computing Controls, E-discovery basics, SAS70, Auditing, Financial Risk, Information Technology, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Governance, Internal Audit, Risk Assessment, CISA, Governance, Internal Controls, Fraud, Business Process..., Accounting, Offshore Outsourcing, Policy Writing, SOX 404, Information Management, Information Assurance
Education
The Hebrew University
University of Minnesota-Twin Cities
John McParland's McGladrey LLP Experience October 1977 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 1977 - Present
Skills
Financial Reporting, GAAP, Accounting, US GAAP, Auditing, Financial Analysis, SEC Filings, Internal Controls, CPA, Financial Accounting
Education
Saint John's University - Peter J. Tobin College of Business 1973 — 1977
McGladrey LLP October 1977 - Present
Skills
Financial Reporting, GAAP, Accounting, US GAAP, Auditing, Financial Analysis, SEC Filings, Internal Controls, CPA, Financial Accounting
Education
Saint John's University - Peter J. Tobin College of Business 1973 — 1977
Grace Friedel, CPA's McGladrey LLP Experience December 2007 - October 2008
Job Controller at Radiation Detection Technologies
Industry Accounting
Experience
Radiation Detection Technologies October 2014 - Present
Varney & Associates, CPAs December 2008 - October 2014
McGladrey, LLP December 2007 - October 2008
McGladrey & Pullen, LLP June 2007 - August 2007
Skills
Auditing, Tax Returns, GAAP, CPA, ProSystem fx Tax, Payroll Taxes, Financial Statements, Tax Preparation, S Corporations, Financial Accounting, Corporate Tax, QuickBooks, Income Tax, Accounting, Tax, ProSystem fx Engagement, Compilation, Financial Reporting, Creative Solutions, Review, Construction Accounting, Internal Controls, Government Contracting, DCAA
Education
University of Central Missouri 2005 — 2007
Masters of Arts, Accounting
Central Missouri State University 2001 — 2005
Bachelor of Science in Business Administration, Accounting
Radiation Detection Technologies October 2014 - Present
Varney & Associates, CPAs December 2008 - October 2014
McGladrey, LLP December 2007 - October 2008
McGladrey & Pullen, LLP June 2007 - August 2007
Skills
Auditing, Tax Returns, GAAP, CPA, ProSystem fx Tax, Payroll Taxes, Financial Statements, Tax Preparation, S Corporations, Financial Accounting, Corporate Tax, QuickBooks, Income Tax, Accounting, Tax, ProSystem fx Engagement, Compilation, Financial Reporting, Creative Solutions, Review, Construction Accounting, Internal Controls, Government Contracting, DCAA
Education
University of Central Missouri 2005 — 2007
Masters of Arts, Accounting
Central Missouri State University 2001 — 2005
Bachelor of Science in Business Administration, Accounting
Larry Levine's McGladrey LLP Experience June 1992 - October 2014
Job Managing Director at Lincoln International
Industry Management Consulting
Experience
Lincoln International November 2014 - Present
McGladrey LLP June 1992 - October 2014
Skills
Valuation, Financial Modeling, Business Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Financial Reporting, Restructuring, Forensic Accounting, Accounting, Internal Controls, CPA, Mergers, Fraud, Auditing, GAAP, SEC filings, Tax, Sarbanes-Oxley Act, US GAAP
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
University at Albany, SUNY 1972 — 1976
BS, Accounting and Economics
Lincoln International November 2014 - Present
McGladrey LLP June 1992 - October 2014
Skills
Valuation, Financial Modeling, Business Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Financial Reporting, Restructuring, Forensic Accounting, Accounting, Internal Controls, CPA, Mergers, Fraud, Auditing, GAAP, SEC filings, Tax, Sarbanes-Oxley Act, US GAAP
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
University at Albany, SUNY 1972 — 1976
BS, Accounting and Economics
Rob Casillo, CPA's McGladrey LLP Experience September 2006 - Present
Job Senior Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2006 - Present
Schwenckfeld Manor July 2005 - September 2006
Skills
SEC filings, GAAP, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, CPA, Accounting, External Audit, Financial Accounting, US GAAP, Financial Statements, Financial Analysis, Assurance, General Ledger, SEC Filings
Education
Villanova University 2008 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Accounting, Summa Cum Laude
McGladrey LLP September 2006 - Present
Schwenckfeld Manor July 2005 - September 2006
Skills
SEC filings, GAAP, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, CPA, Accounting, External Audit, Financial Accounting, US GAAP, Financial Statements, Financial Analysis, Assurance, General Ledger, SEC Filings
Education
Villanova University 2008 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Accounting, Summa Cum Laude
Linda L. Ronald, CPA's McGladrey LLP Experience November 2010 - December 2014
Job Morgan Stanley
Industry Accounting
Experience
Morgan Stanley December 2014 - Present
McGladrey LLP November 2010 - December 2014
RSM McGladrey Inc. February 2007 - October 2010
Skills
CPA, Auditing, Accounting, US GAAP, Financial Accounting, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
Morgan Stanley December 2014 - Present
McGladrey LLP November 2010 - December 2014
RSM McGladrey Inc. February 2007 - October 2010
Skills
CPA, Auditing, Accounting, US GAAP, Financial Accounting, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
Leslie Beseda's McGladrey LLP Experience January 2003 - May 2013
Job Director of Financial Reporting at Independent Bank
Industry Banking
Experience
Independent Bank Group, Inc. May 2013 - Present
McGladrey LLP January 2003 - May 2013
Skills
Internal Controls, GAAP, SEC filings, US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, CPA, Assurance, External Audit, Financial Statements, Consolidation, Banking, COSO
Education
Texas A&M University 1998 — 2000
Independent Bank Group, Inc. May 2013 - Present
McGladrey LLP January 2003 - May 2013
Skills
Internal Controls, GAAP, SEC filings, US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, CPA, Assurance, External Audit, Financial Statements, Consolidation, Banking, COSO
Education
Texas A&M University 1998 — 2000
Ann Dodds McLaughlin's McGladrey LLP Experience May 2011 - Present
Job Project Manager
Industry Accounting
Experience
McGladrey LLP May 2011 - Present
MIMA/HealthFirst August 2009 - May 2011
MediaSpan Software February 2002 - April 2009
Harris Corporation July 1982 - November 2000
Education
University of Central Florida
Bachelor's, Business Administration
McGladrey LLP May 2011 - Present
MIMA/HealthFirst August 2009 - May 2011
MediaSpan Software February 2002 - April 2009
Harris Corporation July 1982 - November 2000
Education
University of Central Florida
Bachelor's, Business Administration
Becky Havlicek, SPHR's McGladrey LLP Experience November 2012 - Present
Job Director, Human Resources at McGladrey
Industry Human Resources
Experience
McGladrey LLP November 2012 - Present
Merrill Communications July 2010 - November 2012
Digital River, Inc November 2007 - May 2010
Anamax August 2006 - October 2007
Rosemount UMC July 2003 - August 2006
Achieve Information Systems October 1995 - March 1997
Phillips Plastics September 1994 - October 1995
Midwest Coca-Cola Bottling September 1989 - September 1994
Skills
Employee Engagement, Performance Management, Employment Law, Recruiting, Coaching, Leadership, Strategic Planning, Insurance, Manufacturing, Human Resources, Training, Executive Management, Management, Policy Analysis, SAP, Software Development, Onboarding, HRIS, Organizational..., Talent Management, Policy, Psychotherapy, Conflict Resolution, Talent Acquisition, Team Building, Employee Relations, Consulting, Salesforce.com, College Recruiting, Succession Planning, New Hire Orientations, Benefits Administration, FMLA, Account Management, Sourcing, Employee Benefits, Change Management, Mergers, Workshop Facilitation, SaaS, Technical Recruiting, Applicant Tracking..., Vendor Management, Process Improvement, Team Leadership, Project Management, Leadership Development, Organizational..., Deferred Compensation, Workforce Planning
Education
St. Cloud State University 1983 — 1988
Bachelor of Arts
McGladrey LLP November 2012 - Present
Merrill Communications July 2010 - November 2012
Digital River, Inc November 2007 - May 2010
Anamax August 2006 - October 2007
Rosemount UMC July 2003 - August 2006
Achieve Information Systems October 1995 - March 1997
Phillips Plastics September 1994 - October 1995
Midwest Coca-Cola Bottling September 1989 - September 1994
Skills
Employee Engagement, Performance Management, Employment Law, Recruiting, Coaching, Leadership, Strategic Planning, Insurance, Manufacturing, Human Resources, Training, Executive Management, Management, Policy Analysis, SAP, Software Development, Onboarding, HRIS, Organizational..., Talent Management, Policy, Psychotherapy, Conflict Resolution, Talent Acquisition, Team Building, Employee Relations, Consulting, Salesforce.com, College Recruiting, Succession Planning, New Hire Orientations, Benefits Administration, FMLA, Account Management, Sourcing, Employee Benefits, Change Management, Mergers, Workshop Facilitation, SaaS, Technical Recruiting, Applicant Tracking..., Vendor Management, Process Improvement, Team Leadership, Project Management, Leadership Development, Organizational..., Deferred Compensation, Workforce Planning
Education
St. Cloud State University 1983 — 1988
Bachelor of Arts
Gina St. Clair's McGladrey LLP Experience July 1989 - Present
Job Director/National CPM Practice Leader at McGladrey
Industry Computer Software
Experience
McGladrey LLP July 1989 - Present
Skills
Integration, Accounting, Sage, Non-profits, ERP, Cloud Computing, Customer Relations, Forecasting, QuickBooks, Management, Managerial Finance, Payroll, Business Analysis, Auditing, Customer Service, Financial Accounting, Internal Controls, Leadership, Business Intelligence, Management Consulting, Nonprofits, Business Process..., Training, Finance, Strategic Planning, Financial Reporting, Process Improvement, Project Management, Financial Analysis, Software Project...
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Business Education
Hamilton High School 1977 — 1981
HS
McGladrey LLP July 1989 - Present
Skills
Integration, Accounting, Sage, Non-profits, ERP, Cloud Computing, Customer Relations, Forecasting, QuickBooks, Management, Managerial Finance, Payroll, Business Analysis, Auditing, Customer Service, Financial Accounting, Internal Controls, Leadership, Business Intelligence, Management Consulting, Nonprofits, Business Process..., Training, Finance, Strategic Planning, Financial Reporting, Process Improvement, Project Management, Financial Analysis, Software Project...
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Business Education
Hamilton High School 1977 — 1981
HS
Christopher Cunningham, CMI's McGladrey LLP Experience February 2011 - Present
Job Manager Sales and Use Tax
Industry Accounting
Experience
McGladrey LLP February 2011 - Present
Sprint Nextel May 2006 - October 2010
Stout Causey & Horning August 2003 - May 2006
Education
University of Georgia - Terry College of Business
Accounting/Finance
McGladrey LLP February 2011 - Present
Sprint Nextel May 2006 - October 2010
Stout Causey & Horning August 2003 - May 2006
Education
University of Georgia - Terry College of Business
Accounting/Finance
Bryan Koo's McGladrey LLP Experience January 2003 - Present
Job Director at McGladrey LLP
Industry Computer Software
Experience
McGladrey LLP January 2003 - Present
IBM Business Consulting Services June 2002 - December 2002
PwC Consulting January 1998 - June 2002
Skills
Financial Reporting, Accounting, Auditing, Microsoft Dynamics, CPA, ERP, Internal Controls, Accounts Payable, Accounts Receivable, Government Contracting, Not for Profits Federal...
Education
University of Maryland College Park
BS, Accounting
McGladrey LLP January 2003 - Present
IBM Business Consulting Services June 2002 - December 2002
PwC Consulting January 1998 - June 2002
Skills
Financial Reporting, Accounting, Auditing, Microsoft Dynamics, CPA, ERP, Internal Controls, Accounts Payable, Accounts Receivable, Government Contracting, Not for Profits Federal...
Education
University of Maryland College Park
BS, Accounting
John Luksis, CPA's McGladrey LLP Experience November 2014 - Present
Job Tax Manager at McGladrey LLP specializing in tax considerations for real estate funds and REITs
Industry Real Estate
Experience
McGladrey LLP November 2014 - Present
McGladrey LLP January 2009 - Present
Skills
Real Estate, Partnership Taxation, State Taxation, Individual Taxation, CPA, Tax Research, Corporate Tax, Tax Accounting, Income Tax, FIN 48, Tax Advisory, Tax, US GAAP, US Tax, Tax Returns, Tax Preparation, Financial Statements, ProSystem fx Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Science (MS), Taxation, with Distinction
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Accountancy and Finance, with High Honors
McGladrey LLP November 2014 - Present
McGladrey LLP January 2009 - Present
Skills
Real Estate, Partnership Taxation, State Taxation, Individual Taxation, CPA, Tax Research, Corporate Tax, Tax Accounting, Income Tax, FIN 48, Tax Advisory, Tax, US GAAP, US Tax, Tax Returns, Tax Preparation, Financial Statements, ProSystem fx Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Science (MS), Taxation, with Distinction
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Accountancy and Finance, with High Honors
Jennifer Jaeger's McGladrey LLP Experience December 1999 - Present
Job Audit Senior Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 1999 - Present
Skills
Auditing, GAAP, Internal Controls, Audits of Employee..., Finance, US GAAP, External Audit, CPA, Financial Statements, Assurance, Corporate Tax, SEC filings, Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Accounting, Financial Analysis, Financial Reporting, SEC Filings
Education
The University of Texas at Dallas
BS in Accounting
McGladrey LLP December 1999 - Present
Skills
Auditing, GAAP, Internal Controls, Audits of Employee..., Finance, US GAAP, External Audit, CPA, Financial Statements, Assurance, Corporate Tax, SEC filings, Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Accounting, Financial Analysis, Financial Reporting, SEC Filings
Education
The University of Texas at Dallas
BS in Accounting
Karen Stevenson's McGladrey LLP Experience September 1993 - Present
Job CPA, Director at McGladrey
Industry Accounting
Experience
McGladrey LLP September 1993 - Present
Skills
Financial Reporting, Auditing, Financial Accounting, US GAAP, SEC filings, GAAP, Budgets, Nonprofits, Accountants, Distributors, International Business, Country Clubs, Non-profits, Public Accounting, Contractors, Manufacturers, Strategic Planning, Corporate Tax, Accounting, Financial Analysis, General Ledger, CPA, Tax, Sarbanes-Oxley Act, Internal Controls
Education
Stetson University 1988 — 1993
BBA, MACC, Accounting, Business Administration
Sarasota High School 1985 — 1988
McGladrey LLP September 1993 - Present
Skills
Financial Reporting, Auditing, Financial Accounting, US GAAP, SEC filings, GAAP, Budgets, Nonprofits, Accountants, Distributors, International Business, Country Clubs, Non-profits, Public Accounting, Contractors, Manufacturers, Strategic Planning, Corporate Tax, Accounting, Financial Analysis, General Ledger, CPA, Tax, Sarbanes-Oxley Act, Internal Controls
Education
Stetson University 1988 — 1993
BBA, MACC, Accounting, Business Administration
Sarasota High School 1985 — 1988
Nancy Shealy's McGladrey LLP Experience October 2013 - Present
Job McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP October 2013 - Present
KPMG Birmingham, AL 2004 - 2007
KPMG Boston, MA January 1987 - June 1992
Skills
Financial Analysis, Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, General Ledger, External Audit, Fixed Assets, Microsoft Excel, QuickBooks, Budgets, Valuation, Financial Statements, Consolidation, Cash Flow, US GAAP, Cash Flow Forecasting, Financial Accounting, Investments, Variance Analysis, Revenue Recognition, Microsoft Word, Accruals, Business Valuation, Financial Forecasting, Private Equity, Account Reconciliation, Assurance, CPA
Education
University of Houston, C.T. Bauer College of Business
M.S., Accountancy
University of Alabama
B.S., Commerce & Business Administration
McGladrey, LLP October 2013 - Present
KPMG Birmingham, AL 2004 - 2007
KPMG Boston, MA January 1987 - June 1992
Skills
Financial Analysis, Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, General Ledger, External Audit, Fixed Assets, Microsoft Excel, QuickBooks, Budgets, Valuation, Financial Statements, Consolidation, Cash Flow, US GAAP, Cash Flow Forecasting, Financial Accounting, Investments, Variance Analysis, Revenue Recognition, Microsoft Word, Accruals, Business Valuation, Financial Forecasting, Private Equity, Account Reconciliation, Assurance, CPA
Education
University of Houston, C.T. Bauer College of Business
M.S., Accountancy
University of Alabama
B.S., Commerce & Business Administration
James Knudson's McGladrey LLP Experience January 1985 - Present
Job Audit Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 1985 - Present
Skills
Private Equity, Software Industry, SEC reporting, SOX, Due Diligence, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Transaction Advisory..., Internal Controls, Auditing, US GAAP, Strategy, Investments, Corporate Tax, Business Valuation, Tax, Assurance, International Tax, External Audit, Financial Accounting, Revenue Recognition, SEC Filings
Education
University of Chicago 2007 — 2009
McGladrey Business Advisor Program
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Finance
The University of North Dakota 1981 — 1985
BSBA, Accounting
Fargo
McGladrey LLP January 1985 - Present
Skills
Private Equity, Software Industry, SEC reporting, SOX, Due Diligence, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Transaction Advisory..., Internal Controls, Auditing, US GAAP, Strategy, Investments, Corporate Tax, Business Valuation, Tax, Assurance, International Tax, External Audit, Financial Accounting, Revenue Recognition, SEC Filings
Education
University of Chicago 2007 — 2009
McGladrey Business Advisor Program
University of Southern California - Marshall School of Business 1992 — 1995
MBA, Finance
The University of North Dakota 1981 — 1985
BSBA, Accounting
Fargo
Christa Clark, CPA's McGladrey LLP Experience January 2004 - Present
Job Tax Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2004 - Present
Skills
Income Tax, Partnership Taxation, Private Equity, Hedge Funds, Tax Advisory, Estate Planning, High Net Worth..., Tax Returns, Finance, Management, S Corporations
Education
The University of Connecticut School of Business 2000 — 2004
Master of Science (M.S.), Accounting (Concentration in Tax)
McGladrey LLP January 2004 - Present
Skills
Income Tax, Partnership Taxation, Private Equity, Hedge Funds, Tax Advisory, Estate Planning, High Net Worth..., Tax Returns, Finance, Management, S Corporations
Education
The University of Connecticut School of Business 2000 — 2004
Master of Science (M.S.), Accounting (Concentration in Tax)
Jay Golonka's McGladrey LLP Experience November 2008 - October 2014
Job VP, Chief Accounting Officer/ Controller at Netsmart Technologies
Industry Accounting
Experience
Netsmart Technologies October 2014 - Present
McGladrey, LLP November 2008 - October 2014
KPMG LLP October 1996 - December 2008
KPMG 1996 - 2008
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, CPA, Internal Controls, Auditing, External Audit, GAAP, Sarbanes-Oxley, Big 4, Corporate Tax, Financial Reporting, Financial Accounting, Tax Accounting
Education
Truman State University 1992 — 1996
BS, Accounting
Netsmart Technologies October 2014 - Present
McGladrey, LLP November 2008 - October 2014
KPMG LLP October 1996 - December 2008
KPMG 1996 - 2008
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, CPA, Internal Controls, Auditing, External Audit, GAAP, Sarbanes-Oxley, Big 4, Corporate Tax, Financial Reporting, Financial Accounting, Tax Accounting
Education
Truman State University 1992 — 1996
BS, Accounting
Pete Mulvey's McGladrey LLP Experience October 2000 - Present
Job Partner McGladrey
Industry Accounting
Experience
McGladrey, LLP October 2000 - Present
Greater Chicago Food Depository July 2007 - Present
McGladrey October 1993 - October 2000
blackman kallick 1990 - 1993
Education
University of Illinois at Chicago 1993 — 1995
Masters Business Administration, Finance
University of Illinois at Chicago 1985 — 1989
BS, Accounting
St. Laurence 1983 — 1985
St. Rita 1981 — 1983
McGladrey, LLP October 2000 - Present
Greater Chicago Food Depository July 2007 - Present
McGladrey October 1993 - October 2000
blackman kallick 1990 - 1993
Education
University of Illinois at Chicago 1993 — 1995
Masters Business Administration, Finance
University of Illinois at Chicago 1985 — 1989
BS, Accounting
St. Laurence 1983 — 1985
St. Rita 1981 — 1983
Frank Troilo's McGladrey LLP Experience 2011 - 2012
Job Vice President IT Compliance
Industry Banking
Experience
First Choice Bank November 2014 - Present
Penn Medicine (University of Pennsylvania Health System) March 2013 - September 2014
Tech USA 2012 - 2013
McGladrey LLP 2011 - 2012
Global Tax Management 2008 - 2011
Accume Partners 2007 - 2008
GR Consulting (merged with Grant Thornton) 2004 - 2007
Skills
Risk Management, Internal Audit, Auditing, Sarbanes-Oxley Act, IT Audit, Project Management, Financial Reporting, Financial Analysis, Financial Risk, Management, COBIT, Sarbanes-Oxley, Business Analysis, Banking, Governance, Information Security, SOX 404, Enterprise Risk..., SEC filings, Due Diligence, Finance, COSO
Education
Temple University
Bachelor of Science (BS), Computer and Information Sciences
Widener University
MBA, Finance
First Choice Bank November 2014 - Present
Penn Medicine (University of Pennsylvania Health System) March 2013 - September 2014
Tech USA 2012 - 2013
McGladrey LLP 2011 - 2012
Global Tax Management 2008 - 2011
Accume Partners 2007 - 2008
GR Consulting (merged with Grant Thornton) 2004 - 2007
Skills
Risk Management, Internal Audit, Auditing, Sarbanes-Oxley Act, IT Audit, Project Management, Financial Reporting, Financial Analysis, Financial Risk, Management, COBIT, Sarbanes-Oxley, Business Analysis, Banking, Governance, Information Security, SOX 404, Enterprise Risk..., SEC filings, Due Diligence, Finance, COSO
Education
Temple University
Bachelor of Science (BS), Computer and Information Sciences
Widener University
MBA, Finance
Melissa Wofford, CMI's McGladrey LLP Experience 2005 - Present
Job State and Local Tax Senior Manager
Industry Accounting
Experience
McGladrey LLP 2005 - Present
BSN SPORTS 2002 - 2004
Ryan 1999 - 2001
Skills
Sales & Use Tax, Tax Research, Voluntary Disclosure, State Tax Planning, Property Tax, State Tax, Tax Audit Representation
Education
Texas Tech University - Rawls College of Business 1994 — 1998
BBA, Accounting & Marketing
McGladrey LLP 2005 - Present
BSN SPORTS 2002 - 2004
Ryan 1999 - 2001
Skills
Sales & Use Tax, Tax Research, Voluntary Disclosure, State Tax Planning, Property Tax, State Tax, Tax Audit Representation
Education
Texas Tech University - Rawls College of Business 1994 — 1998
BBA, Accounting & Marketing
Susan Roeder's McGladrey LLP Experience 1992 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey LLP 1992 - Present
Skills
SEC filings, GAAP, Internal Controls, US GAAP, CPA, Sarbanes-Oxley Act, Tax Accounting
Education
University of Illinois at Urbana-Champaign
Bachelors, Accounting
McGladrey LLP 1992 - Present
Skills
SEC filings, GAAP, Internal Controls, US GAAP, CPA, Sarbanes-Oxley Act, Tax Accounting
Education
University of Illinois at Urbana-Champaign
Bachelors, Accounting
Marty Tunning's McGladrey LLP Experience 1985 - Present
Job Partner at McGladrey, LLP
Industry Accounting
Greg Herbold's McGladrey LLP Experience July 2013 - Present
Job Audit Associate at McGladrey, LLP
Industry Management Consulting
Experience
McGladrey, LLP July 2013 - Present
Results Leadership Group July 2011 - July 2013
Wilmer, Hale, Pickering, Hale and Door LLP April 2010 - October 2010
Gensler April 2007 - April 2010
D.R. Horton January 2004 - March 2007
Skills
Financial Reporting, Accounting, Budgets, Internal Controls, Accounts Payable, QuickBooks, Project Management, Internal Audit, Management, Due Diligence, Finance, Contract Management, Financial Analysis, General Ledger, GAAP, Sarbanes-Oxley Act, Microsoft Excel, Auditing, Financial Accounting, Accounts Receivable, Office Administration, Deltek, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Accounting, 3.8
University of Maryland - Robert H. Smith School of Business 1998 — 2003
B.S., Finance
McGladrey, LLP July 2013 - Present
Results Leadership Group July 2011 - July 2013
Wilmer, Hale, Pickering, Hale and Door LLP April 2010 - October 2010
Gensler April 2007 - April 2010
D.R. Horton January 2004 - March 2007
Skills
Financial Reporting, Accounting, Budgets, Internal Controls, Accounts Payable, QuickBooks, Project Management, Internal Audit, Management, Due Diligence, Finance, Contract Management, Financial Analysis, General Ledger, GAAP, Sarbanes-Oxley Act, Microsoft Excel, Auditing, Financial Accounting, Accounts Receivable, Office Administration, Deltek, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Accounting, 3.8
University of Maryland - Robert H. Smith School of Business 1998 — 2003
B.S., Finance
Jeanine Lamar's McGladrey LLP Experience November 2014 - Present
Job Assurance Senior Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2014 - Present
Rippe & Kingston February 1989 - Present
Education
University of Kentucky
Bachelor's Degree, Accounting
McGladrey LLP November 2014 - Present
Rippe & Kingston February 1989 - Present
Education
University of Kentucky
Bachelor's Degree, Accounting
Heidi Rousseau's McGladrey LLP Experience October 2001 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2001 - Present
Grimsley, White & Company January 1997 - May 2000
Skills
Certified Public..., Tax Returns, Tax, Payroll Taxes, GAAP
Education
The University of North Dakota 1992 — 1996
Bachelor of Accountancy, Accounting
McGladrey LLP October 2001 - Present
Grimsley, White & Company January 1997 - May 2000
Skills
Certified Public..., Tax Returns, Tax, Payroll Taxes, GAAP
Education
The University of North Dakota 1992 — 1996
Bachelor of Accountancy, Accounting
Stephanie Butler, CPA's McGladrey LLP Experience January 2011 - October 2014
Job Accounting Supervisor Systems and Controls at Swire Properties
Industry Accounting
Experience
Swire Properties November 2014 - Present
McGladrey LLP January 2011 - October 2014
Skills
GAAP, US GAAP, CPA, SEC filings, Internal Controls, Auditing, External Audit, Accounting, Assurance, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Caseware, Financial Statements, Single Audit, Revenue Recognition
Education
University of Central Florida 2009 — 2010
MSA, Masters of Science in Accounting
University of Central Florida 2005 — 2009
Bachelor of Science (B.S.), Accounting
Swire Properties November 2014 - Present
McGladrey LLP January 2011 - October 2014
Skills
GAAP, US GAAP, CPA, SEC filings, Internal Controls, Auditing, External Audit, Accounting, Assurance, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Caseware, Financial Statements, Single Audit, Revenue Recognition
Education
University of Central Florida 2009 — 2010
MSA, Masters of Science in Accounting
University of Central Florida 2005 — 2009
Bachelor of Science (B.S.), Accounting
Paul Pinkus's McGladrey LLP Experience 1974 - Present
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 1974 - Present
POPAI 2000 - 2012
RSM McGladrey 2005 - 2011
NCSY 1998 - 2010
American Express Tax and Business Services 1999 - 2005
AM&G 1974 - 1999
Skills
Strategic Planning, Due Diligence, Non-profits, Mergers, Accounting, Auditing, Tax, Business Strategy, Business Process..., Business Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Planning, Financial Analysis, Budgets, Financial Reporting, Management, Negotiation, Nonprofits, Financial Modeling, Finance, Strategy, Financial Accounting, Small Business, Not-for-profit, Strategic Financial..., Team Building, Start-ups, SEC filings, Managerial Finance, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1969 — 1974
BS, Accounting and Economics
Lane Tech 1965 — 1969
High School Diploma
McGladrey LLP 1974 - Present
POPAI 2000 - 2012
RSM McGladrey 2005 - 2011
NCSY 1998 - 2010
American Express Tax and Business Services 1999 - 2005
AM&G 1974 - 1999
Skills
Strategic Planning, Due Diligence, Non-profits, Mergers, Accounting, Auditing, Tax, Business Strategy, Business Process..., Business Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Planning, Financial Analysis, Budgets, Financial Reporting, Management, Negotiation, Nonprofits, Financial Modeling, Finance, Strategy, Financial Accounting, Small Business, Not-for-profit, Strategic Financial..., Team Building, Start-ups, SEC filings, Managerial Finance, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1969 — 1974
BS, Accounting and Economics
Lane Tech 1965 — 1969
High School Diploma
Jennifer Bodden, CPA's McGladrey LLP Experience October 2014 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
Montgomery Coscia Greilich LLP January 2010 - October 2014
KPMG September 2007 - January 2010
KPMG January 2006 - March 2006
Skills
Auditing, Accounting, CPA, Financial Reporting, Finance, GAAP, US GAAP, External Audit, Assurance, Financial Accounting, Account Reconciliation, Financial Statements, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Excel & VBA Programming, Hedge Funds, Private Equity, Client Relations, Management
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting, Cum Laude
Texas A&M University - Mays Business School 2002 — 2006
Minor, International Business
McGladrey LLP October 2014 - Present
Montgomery Coscia Greilich LLP January 2010 - October 2014
KPMG September 2007 - January 2010
KPMG January 2006 - March 2006
Skills
Auditing, Accounting, CPA, Financial Reporting, Finance, GAAP, US GAAP, External Audit, Assurance, Financial Accounting, Account Reconciliation, Financial Statements, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Excel & VBA Programming, Hedge Funds, Private Equity, Client Relations, Management
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting, Cum Laude
Texas A&M University - Mays Business School 2002 — 2006
Minor, International Business
Darwin Voltin's McGladrey LLP Experience March 1971 - April 2014
Job Owner at Voltin Consulting
Industry Accounting
Experience
Voltin Consulting June 2014 - Present
McGladrey LLP March 1971 - April 2014
McGladrey` March 1971 - April 2014
Minnesota Chamber of Commerce January 1990 - January 2014
Burnsville Breakfast Rotary 2005 - 2010
ACG 2005 - 2010
McGladrey CFO Club 1971 - 2010
Burnsville Chamber of Commerce 1987 - 2009
Volunteer at Burnsville Jaycees 1974 - 1990
Skills
SEC filings, Accounting, Financial Analysis, Auditing, Internal Controls, Strategic Planning, CPA, Mergers, Management, Internal Audit, Due Diligence, Mergers & Acquisitions, Small Business, Finance, Tax, Manufacturing, Financial Modeling, Sarbanes-Oxley Act, GAAP, Analysis
Education
St. Cloud State University 1967 — 1971
BS Accounting, Accounting
Delano Public School 1963 — 1967
High School Degree
Voltin Consulting June 2014 - Present
McGladrey LLP March 1971 - April 2014
McGladrey` March 1971 - April 2014
Minnesota Chamber of Commerce January 1990 - January 2014
Burnsville Breakfast Rotary 2005 - 2010
ACG 2005 - 2010
McGladrey CFO Club 1971 - 2010
Burnsville Chamber of Commerce 1987 - 2009
Volunteer at Burnsville Jaycees 1974 - 1990
Skills
SEC filings, Accounting, Financial Analysis, Auditing, Internal Controls, Strategic Planning, CPA, Mergers, Management, Internal Audit, Due Diligence, Mergers & Acquisitions, Small Business, Finance, Tax, Manufacturing, Financial Modeling, Sarbanes-Oxley Act, GAAP, Analysis
Education
St. Cloud State University 1967 — 1971
BS Accounting, Accounting
Delano Public School 1963 — 1967
High School Degree
Helen Yoon's McGladrey LLP Experience December 2005 - Present
Job Audit Supervisor at McGladrey & Pullen
Industry Accounting
Experience
McGladrey LLP December 2005 - Present
Education
University of Kansas - Graduate School of Business 2004 — 2005
Master, Accounting & Info Systems
The University of Kansas 2000 — 2004
B.S., Accounting
McGladrey LLP December 2005 - Present
Education
University of Kansas - Graduate School of Business 2004 — 2005
Master, Accounting & Info Systems
The University of Kansas 2000 — 2004
B.S., Accounting
Erin Moshier's McGladrey LLP Experience August 2004 - October 2012
Job Tax Manager Banking & Capital Markets at PwC
Industry Accounting
Experience
PwC November 2012 - Present
McGladrey LLP August 2004 - October 2012
Skills
Tax Compliance, Corporate Tax, Tax, Tax Research, Revenue Recognition, US GAAP, Tax Accounting, CPA, Income Tax, GAAP
Education
Texas A&M University - Mays Business School 2003 — 2004
MS, Accounting
Texas A&M University - Mays Business School 1999 — 2004
BBA, Accounting
PwC November 2012 - Present
McGladrey LLP August 2004 - October 2012
Skills
Tax Compliance, Corporate Tax, Tax, Tax Research, Revenue Recognition, US GAAP, Tax Accounting, CPA, Income Tax, GAAP
Education
Texas A&M University - Mays Business School 2003 — 2004
MS, Accounting
Texas A&M University - Mays Business School 1999 — 2004
BBA, Accounting
Kate Seitz's McGladrey LLP Experience January 2014 - Present
Job Director, National Professional Standards Group at McGladrey LLP
Industry Financial Services
Experience
McGladrey LLP January 2014 - Present
Public Company Accounting Oversight Board June 2012 - December 2013
McGladrey & Pullen October 2003 - July 2012
Arthur Andersen January 2001 - April 2001
Skills
SEC filings, Broker-Dealer, Financial Services, Investment Companies, Financial Reporting, PCAOB standards, US GAAP, AICPA Clarified..., GAAP, Sarbanes-Oxley Act, External Audit, Financial Analysis, Financial Accounting, Due Diligence, Accounting, Financial Statements, Sarbanes-Oxley, Assurance, Auditing, Internal Controls, Revenue Recognition, SEC Filings
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Master's degree, Accounting
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor's degree, Accounting
McGladrey LLP January 2014 - Present
Public Company Accounting Oversight Board June 2012 - December 2013
McGladrey & Pullen October 2003 - July 2012
Arthur Andersen January 2001 - April 2001
Skills
SEC filings, Broker-Dealer, Financial Services, Investment Companies, Financial Reporting, PCAOB standards, US GAAP, AICPA Clarified..., GAAP, Sarbanes-Oxley Act, External Audit, Financial Analysis, Financial Accounting, Due Diligence, Accounting, Financial Statements, Sarbanes-Oxley, Assurance, Auditing, Internal Controls, Revenue Recognition, SEC Filings
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Master's degree, Accounting
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor's degree, Accounting
Patrick Hermes's McGladrey LLP Experience September 2007 - Present
Job Accomplished sales professional at McGladrey LLP.
Industry Accounting
Experience
McGladrey LLP September 2007 - Present
SolomonEdwardsGroup 2004 - 2007
Deloitte 1998 - 2004
Skills
Due Diligence, Management Consulting, Mergers, Business Development, Financial Analysis, Strategic Planning, Accounting, Process Improvement, Professional Services, Business Process..., Financial Reporting, Risk Management
Education
The University of Texas at Dallas
BA, Interdisciplinary Studies
Jesuit High School
McGladrey LLP September 2007 - Present
SolomonEdwardsGroup 2004 - 2007
Deloitte 1998 - 2004
Skills
Due Diligence, Management Consulting, Mergers, Business Development, Financial Analysis, Strategic Planning, Accounting, Process Improvement, Professional Services, Business Process..., Financial Reporting, Risk Management
Education
The University of Texas at Dallas
BA, Interdisciplinary Studies
Jesuit High School
Bacary Sano's McGladrey LLP Experience October 2010 - June 2013
Job Senior Accountant at Transamerica
Industry Accounting
Experience
Transamerica July 2013 - Present
McGladrey LLP October 2010 - June 2013
PricewaterhouseCoopers January 2007 - July 2009
DecisionOne January 2001 - October 2005
Skills
Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, CPA, Microsoft Excel, Microsoft Word, External Audit, Financial Reporting, US GAAP, SEC filings, Financial Statements, Financial Audits, Sarbanes-Oxley Act, Assurance, Revenue Recognition, General Ledger, Cash Flow, QuickBooks, Financial Analysis, Internal Audit, Corporate Finance, Forecasting, Financial Services, Finance, Big 4, IFRS, Financial Modeling, Analysis, Banking, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (B.S.), Accounting
Cheikh Anta Diop University 1995 — 1999
Master of Science (M.S.), Economics
Transamerica July 2013 - Present
McGladrey LLP October 2010 - June 2013
PricewaterhouseCoopers January 2007 - July 2009
DecisionOne January 2001 - October 2005
Skills
Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, CPA, Microsoft Excel, Microsoft Word, External Audit, Financial Reporting, US GAAP, SEC filings, Financial Statements, Financial Audits, Sarbanes-Oxley Act, Assurance, Revenue Recognition, General Ledger, Cash Flow, QuickBooks, Financial Analysis, Internal Audit, Corporate Finance, Forecasting, Financial Services, Finance, Big 4, IFRS, Financial Modeling, Analysis, Banking, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (B.S.), Accounting
Cheikh Anta Diop University 1995 — 1999
Master of Science (M.S.), Economics
Vipul Barbhaya's McGladrey LLP Experience January 2013 - Present
Job Director, Transaction Advisory Services at McGladrey LLP
Industry Management Consulting
Experience
McGladrey LLP January 2013 - Present
FTI Consulting, Inc. April 2011 - December 2012
FTI Consulting, Inc. June 2007 - March 2011
Skills
Mergers & Acquisitions, Due Diligence, Financial Analysis, Management, Sell Side, Financial Modeling, Corporate Finance, Business Valuation, Valuation, Private Equity, Management Consulting, Restructuring, Acquisition Integration, Financial Reporting, Accounting
Education
University of Illinois at Urbana-Champaign 1998 — 1999
Master of Science in Accountancy, Accounting and Finance
The University of Western Australia 1996 — 1998
Master of Business Administration (MBA), Finance, General
School name:
McGladrey LLP January 2013 - Present
FTI Consulting, Inc. April 2011 - December 2012
FTI Consulting, Inc. June 2007 - March 2011
Skills
Mergers & Acquisitions, Due Diligence, Financial Analysis, Management, Sell Side, Financial Modeling, Corporate Finance, Business Valuation, Valuation, Private Equity, Management Consulting, Restructuring, Acquisition Integration, Financial Reporting, Accounting
Education
University of Illinois at Urbana-Champaign 1998 — 1999
Master of Science in Accountancy, Accounting and Finance
The University of Western Australia 1996 — 1998
Master of Business Administration (MBA), Finance, General
School name:
James Langdon's McGladrey LLP Experience February 2014 - Present
Job Assistant General Counsel at McGladrey LLP
Industry Law Practice
Experience
McGladrey LLP February 2014 - Present
Sidley Austin September 2006 - January 2014
Skills
Certified Public...
Education
University of Chicago Law School 2004 — 2006
J.D., Law
University of Denver - Sturm College of Law 2003 — 2004
University of Iowa - Henry B. Tippie College of Business
M.A., Accounting
University of Iowa - Henry B. Tippie College of Business
B.A., Accounting
McGladrey LLP February 2014 - Present
Sidley Austin September 2006 - January 2014
Skills
Certified Public...
Education
University of Chicago Law School 2004 — 2006
J.D., Law
University of Denver - Sturm College of Law 2003 — 2004
University of Iowa - Henry B. Tippie College of Business
M.A., Accounting
University of Iowa - Henry B. Tippie College of Business
B.A., Accounting
Tamar Ness's McGladrey LLP Experience January 2005 - Present
Job Senior Accountant at RSM McGladrey
Industry Accounting
Experience
McGladrey LLP January 2005 - Present
Perelson Weiner LLP July 2000 - January 2005
Education
Touro College 1996 — 2000
Accounting
YULA
McGladrey LLP January 2005 - Present
Perelson Weiner LLP July 2000 - January 2005
Education
Touro College 1996 — 2000
Accounting
YULA
Lacy Rhomberg, CPA's McGladrey LLP Experience October 2014 - Present
Job Tax Senior at Mcgladrey
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
McGladrey October 2012 - September 2014
Univeristy of Iowa Financial Aid Office February 2008 - August 2013
McGladrey January 2011 - April 2012
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Accounting and Management, Accounting and Business/Management
McGladrey LLP October 2014 - Present
McGladrey October 2012 - September 2014
Univeristy of Iowa Financial Aid Office February 2008 - August 2013
McGladrey January 2011 - April 2012
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Accounting and Management, Accounting and Business/Management
Jennifer M. Brolan's McGladrey LLP Experience Tax ManagerMcGladreyAugust 2006 - Present
Job Tax Manager at McGladrey LLP Family Wealth Services
Industry Accounting
Experience
McGladrey LLP Tax ManagerMcGladreyAugust 2006 - Present
EY August 2003 - August 2006
Skills
Accounting, Tax Research, Income Tax, CPA, Tax Accounting, Tax Returns, Tax Preparation, Leadership, Corporate Tax, International Tax
Education
The University of Texas at Austin
Master's Degree, Professional Accounting
The University of Texas at Austin
Bachelor's Degree, Business Administration and Management, General
McGladrey LLP Tax ManagerMcGladreyAugust 2006 - Present
EY August 2003 - August 2006
Skills
Accounting, Tax Research, Income Tax, CPA, Tax Accounting, Tax Returns, Tax Preparation, Leadership, Corporate Tax, International Tax
Education
The University of Texas at Austin
Master's Degree, Professional Accounting
The University of Texas at Austin
Bachelor's Degree, Business Administration and Management, General
Clarence Ang's McGladrey LLP Experience October 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
Campus Recreation January 2010 - June 2014
CohnReznick LLP January 2013 - March 2013
New Oriental School June 2012 - August 2012
Dungog & Associates Auditing Firm June 2010 - August 2010
Excel Review Center June 2010 - August 2010
Skills
Accounting, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Market Research, Event Management, QuickBooks, Customer Service, Excel, Caseware, IDEA, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Masters, Masters in Accounting Science with Minor in Corporate Governance and International Business, 3.70
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor, BS in Accountancy, 3.59
Tsinghua University 2011 — 2011
Study Abroad, Business
McGladrey LLP October 2014 - Present
Campus Recreation January 2010 - June 2014
CohnReznick LLP January 2013 - March 2013
New Oriental School June 2012 - August 2012
Dungog & Associates Auditing Firm June 2010 - August 2010
Excel Review Center June 2010 - August 2010
Skills
Accounting, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Market Research, Event Management, QuickBooks, Customer Service, Excel, Caseware, IDEA, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Masters, Masters in Accounting Science with Minor in Corporate Governance and International Business, 3.70
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor, BS in Accountancy, 3.59
Tsinghua University 2011 — 2011
Study Abroad, Business
Nicole Falcione's McGladrey LLP Experience September 2007 - Present
Job Audit Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey LLP September 2007 - Present
Skills
Auditing, Internal Controls, GAAP, CPA, External Audit, Assurance, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Statements, General Ledger
Education
Temple University 2003 — 2007
Bachelors, Accounting
McGladrey October 2014 - Present
McGladrey LLP September 2007 - Present
Skills
Auditing, Internal Controls, GAAP, CPA, External Audit, Assurance, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Statements, General Ledger
Education
Temple University 2003 — 2007
Bachelors, Accounting
Gino Nardella, CGMA, CPA's McGladrey LLP Experience 2008 - 2010
Job Head of Global ETF Operations & SEC Financial Reporting, Alternative Investments, Compliance, MultiNational Taxation
Industry Accounting
Experience
World Gold Council 2010 - 2014
McGladrey, LLP 2008 - 2010
PricewaterhouseCoopers, LLP 2007 - 2008
McGladrey, LLP 2005 - 2006
McGraw Hill Financial, Inc. 2001 - 2005
Comedy Central 1999 - 2001
Marks Paneth LLP 1998 - 1999
O'Connor Davies, LLP 1996 - 1998
Restaurant Systems International, Inc. 1995 - 1996
Skills
Financial Reporting, Alternative Investments, Corporate Finance, Investments, Internal Controls, Accounting, Hedge Funds, Finance, Private Equity, Financial Services, Sarbanes-Oxley Act, Dodd-Frank, US GAAP, IFRS, Commodities, Exchange Traded Funds, Exotic Derivatives, Venture Capital, Tax, Budgets, Financial Modeling, Financial Analysis, Valuation, Derivatives, Auditing
Education
St. John’s University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
St. John’s University - Peter J. Tobin College of Business
Bachelor of Science (BS), Accounting
World Gold Council 2010 - 2014
McGladrey, LLP 2008 - 2010
PricewaterhouseCoopers, LLP 2007 - 2008
McGladrey, LLP 2005 - 2006
McGraw Hill Financial, Inc. 2001 - 2005
Comedy Central 1999 - 2001
Marks Paneth LLP 1998 - 1999
O'Connor Davies, LLP 1996 - 1998
Restaurant Systems International, Inc. 1995 - 1996
Skills
Financial Reporting, Alternative Investments, Corporate Finance, Investments, Internal Controls, Accounting, Hedge Funds, Finance, Private Equity, Financial Services, Sarbanes-Oxley Act, Dodd-Frank, US GAAP, IFRS, Commodities, Exchange Traded Funds, Exotic Derivatives, Venture Capital, Tax, Budgets, Financial Modeling, Financial Analysis, Valuation, Derivatives, Auditing
Education
St. John’s University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
St. John’s University - Peter J. Tobin College of Business
Bachelor of Science (BS), Accounting
Craig Plutner, C.P.A.'s McGladrey LLP Experience September 1987 - January 2014
Job Senior Manager NotForProfit Group at O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP January 2014 - Present
McGladrey LLP September 1987 - January 2014
Skills
Accounting, Auditing, Audit, Financial Reporting, Tax, SEC filings, Nonprofits, US GAAP
Education
SUNY Oswego 1979 — 1983
B.S., Accounting
O'Connor Davies, LLP January 2014 - Present
McGladrey LLP September 1987 - January 2014
Skills
Accounting, Auditing, Audit, Financial Reporting, Tax, SEC filings, Nonprofits, US GAAP
Education
SUNY Oswego 1979 — 1983
B.S., Accounting
Alexis Bae's McGladrey LLP Experience 2006 - September 2010
Job Tax Manager at UCIFRAM AutoBrands
Industry Accounting
Experience
UCI-FRAM AutoBrands October 2014 - Present
AMCOL International (acquired by Minterals Technologies in May, 2014) September 2013 - October 2014
Price Waterhouse Coopers February 2011 - August 2013
KPMG September 2010 - February 2011
McGladrey LLP 2006 - September 2010
Skills
Tax, International Tax, Income Tax, Tax Accounting, FIN 48, Tax Returns, SEC Filings, Tax Research, Financial Reporting, Auditing, GAAP, Big 4, US GAAP
Education
University of Illinois at Urbana-Champaign - College of Business
MS Tax, Accountancy
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Accountancy
UCI-FRAM AutoBrands October 2014 - Present
AMCOL International (acquired by Minterals Technologies in May, 2014) September 2013 - October 2014
Price Waterhouse Coopers February 2011 - August 2013
KPMG September 2010 - February 2011
McGladrey LLP 2006 - September 2010
Skills
Tax, International Tax, Income Tax, Tax Accounting, FIN 48, Tax Returns, SEC Filings, Tax Research, Financial Reporting, Auditing, GAAP, Big 4, US GAAP
Education
University of Illinois at Urbana-Champaign - College of Business
MS Tax, Accountancy
University of Illinois at Urbana-Champaign - College of Business
Bachelor's, Accountancy
James E. Callan, CPA's McGladrey LLP Experience November 2011 - August 2014
Job Senior Tax Associate
Industry Accounting
Experience
CliftonLarsonAllen LLP September 2014 - Present
McGladrey LLP November 2011 - August 2014
Multiple Concepts Interiors, Inc September 2005 - March 2011
St. Cloud State University January 2009 - May 2009
Callan's Home Furniture, Inc January 1993 - January 2005
Skills
Human Resources, CPA, Tax Preparation, Tax Research, Corporate Tax
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Accounting
Rasmussen College 2003 — 2007
Associate of Applied Science, Financial Accounting
CliftonLarsonAllen LLP September 2014 - Present
McGladrey LLP November 2011 - August 2014
Multiple Concepts Interiors, Inc September 2005 - March 2011
St. Cloud State University January 2009 - May 2009
Callan's Home Furniture, Inc January 1993 - January 2005
Skills
Human Resources, CPA, Tax Preparation, Tax Research, Corporate Tax
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Accounting
Rasmussen College 2003 — 2007
Associate of Applied Science, Financial Accounting
Cory Dawson (Henkel)'s McGladrey LLP Experience June 2008 - Present
Job Tax Supervisor at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP June 2008 - Present
Skills
Tax, CPA, Accounting, Tax Preparation, Income Tax, Tax Accounting, Tax Research, General Ledger, Public Speaking, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accountancy
McGladrey LLP June 2008 - Present
Skills
Tax, CPA, Accounting, Tax Preparation, Income Tax, Tax Accounting, Tax Research, General Ledger, Public Speaking, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accountancy
Dennis Marquardt's McGladrey LLP Experience November 1977 - Present
Job International Tax Partner at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP November 1977 - Present
McGladrey, LLP October 1977 - Present
McGladrey 1990 - 2011
Skills
International Tax...
Education
St. Cloud State University 1967 — 1968
MBA, Accounting
McGladrey, LLP November 1977 - Present
McGladrey, LLP October 1977 - Present
McGladrey 1990 - 2011
Skills
International Tax...
Education
St. Cloud State University 1967 — 1968
MBA, Accounting
Jennifer Dang, CPA's McGladrey LLP Experience January 2012 - Present
Job Assurance Supervisor at McGladrey
Industry Accounting
Experience
McGladrey LLP January 2012 - Present
PKF January 2011 - December 2011
G2 Lifestyles August 2009 - January 2011
Skills
QuickBooks, Financial Statements, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Financial Accounting, General Ledger, Radio Broadcasting, SEC Financial Reporting, Broadcast Television, Assurance, Financial Audits, Accounts Payable
Education
UCLA Extension 2010 — 2012
Certificate, Accounting
University of California, Los Angeles 2006 — 2010
Bachelors of Science, Mathematics, Economics
McGladrey LLP January 2012 - Present
PKF January 2011 - December 2011
G2 Lifestyles August 2009 - January 2011
Skills
QuickBooks, Financial Statements, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Financial Accounting, General Ledger, Radio Broadcasting, SEC Financial Reporting, Broadcast Television, Assurance, Financial Audits, Accounts Payable
Education
UCLA Extension 2010 — 2012
Certificate, Accounting
University of California, Los Angeles 2006 — 2010
Bachelors of Science, Mathematics, Economics
Susie Feldstein's McGladrey LLP Experience November 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
McGladrey LLP November 2011 - Present
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Accounting
McGladrey LLP November 2011 - Present
Education
Tulane University - A.B. Freeman School of Business 1983 — 1987
BSM, Accounting
Terrance Wilson's McGladrey LLP Experience May 2007 - January 2013
Job Accounting Manager at ELXSI
Industry Accounting
Experience
ELXSI January 2013 - Present
McGladrey, LLP May 2007 - January 2013
Tedder, James, Worden & Associates, P.A. September 2002 - May 2007
Skills
CPA, US GAAP, GAAP, SEC filings, Auditing, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Management, Financial Statements, Sarbanes-Oxley Act
Education
University of Florida 1997 — 2002
Masters, Accounting
ELXSI January 2013 - Present
McGladrey, LLP May 2007 - January 2013
Tedder, James, Worden & Associates, P.A. September 2002 - May 2007
Skills
CPA, US GAAP, GAAP, SEC filings, Auditing, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Management, Financial Statements, Sarbanes-Oxley Act
Education
University of Florida 1997 — 2002
Masters, Accounting
Daniel Cameron's McGladrey LLP Experience September 2005 - Present
Job Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2005 - Present
Education
University of Notre Dame 2004 — 2005
MSA, Accountancy - Tax Services
The Ohio State University 2000 — 2004
BSBA, Accounting
McGladrey LLP September 2005 - Present
Education
University of Notre Dame 2004 — 2005
MSA, Accountancy - Tax Services
The Ohio State University 2000 — 2004
BSBA, Accounting
Maliha Makki's McGladrey LLP Experience November 2010 - Present
Job Senior Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey, LLP November 2010 - Present
US Bank April 2007 - January 2010
Skills
Auditing, Accounting, Financial Reporting, GAAP
Education
University of California, Riverside 2006 — 2010
Business Administration
McGladrey, LLP November 2010 - Present
US Bank April 2007 - January 2010
Skills
Auditing, Accounting, Financial Reporting, GAAP
Education
University of California, Riverside 2006 — 2010
Business Administration
Jamie Archambeau's McGladrey LLP Experience January 2003 - Present
Job Lead Tax Supervisor at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP January 2003 - Present
Rockwell Collins January 1999 - October 2001
Education
The University of North Dakota 1996 — 1999
Bachelor's degree, Accounting
McGladrey, LLP January 2003 - Present
Rockwell Collins January 1999 - October 2001
Education
The University of North Dakota 1996 — 1999
Bachelor's degree, Accounting
Ed Kaffeman's McGladrey LLP Experience March 2012 - March 2013
Job Proofreader at Diamond Personnel
Industry Financial Services
Experience
Diamond Personnel December 2013 - Present
McGladrey LLP March 2012 - March 2013
EisnerAmper LLP August 2008 - February 2012
Merrill Corporation May 1997 - April 2008
Mahoney Cohen Rashba & Pokart September 1996 - February 1997
PricewaterhouseCoopers August 1986 - July 1996
Skills
Proofreading, Cross-checking, Footing
Education
University of Bridgeport 1969 — 1973
Bachelor of Arts, English
Diamond Personnel December 2013 - Present
McGladrey LLP March 2012 - March 2013
EisnerAmper LLP August 2008 - February 2012
Merrill Corporation May 1997 - April 2008
Mahoney Cohen Rashba & Pokart September 1996 - February 1997
PricewaterhouseCoopers August 1986 - July 1996
Skills
Proofreading, Cross-checking, Footing
Education
University of Bridgeport 1969 — 1973
Bachelor of Arts, English
Derek Sokoloff's McGladrey LLP Experience January 2011 - Present
Job Experienced Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2011 - Present
Grant Thornton LLP 2008 - 2011
Greer & Walker, LLP 2007 - 2008
Skills
CPA, Financial Reporting, SEC filings, US GAAP, Financial Accounting, Financial Statement..., Internal Controls, Assurance, GAAP
Education
The University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Accounting
McGladrey LLP January 2011 - Present
Grant Thornton LLP 2008 - 2011
Greer & Walker, LLP 2007 - 2008
Skills
CPA, Financial Reporting, SEC filings, US GAAP, Financial Accounting, Financial Statement..., Internal Controls, Assurance, GAAP
Education
The University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Accounting
Pamela Pacha's McGladrey LLP Experience January 1998 - Present
Job CSR at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP January 1998 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Access, Microsoft Office, Customer Service, Time Management, Auditing, QuickBooks, Financial Accounting, Payroll, Accounts Receivable, Research
Education
University of Iowa
McGladrey, LLP January 1998 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Accounts Payable, Access, Microsoft Office, Customer Service, Time Management, Auditing, QuickBooks, Financial Accounting, Payroll, Accounts Receivable, Research
Education
University of Iowa
Dana Haley's McGladrey LLP Experience November 2009 - Present
Job Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2009 - Present
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Accounting
McGladrey LLP November 2009 - Present
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Accounting
Sambo Halterman's McGladrey LLP Experience November 2008 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey LLP November 2008 - Present
BDO Seidman LLP August 2005 - October 2008
Cigna Investment Management November 2004 - June 2005
Skills
QuickBooks, Peachtree, Timberline Accounting, Great Plains Software, Caseware
Education
Temple University 2000 — 2005
B.S, Accounting and Risk Management and Insurance
McGladrey LLP November 2008 - Present
BDO Seidman LLP August 2005 - October 2008
Cigna Investment Management November 2004 - June 2005
Skills
QuickBooks, Peachtree, Timberline Accounting, Great Plains Software, Caseware
Education
Temple University 2000 — 2005
B.S, Accounting and Risk Management and Insurance
Dan Mohrbacher, CPA's McGladrey LLP Experience September 2007 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2007 - Present
Skills
Auditing, Financial Services, Investment Companies, Mutual Funds, Software, Manufacturing, Casino Gaming, Member of AICPA
Education
University of Colorado at Boulder 2002 — 2007
MS/BS, Accounting
McGladrey LLP September 2007 - Present
Skills
Auditing, Financial Services, Investment Companies, Mutual Funds, Software, Manufacturing, Casino Gaming, Member of AICPA
Education
University of Colorado at Boulder 2002 — 2007
MS/BS, Accounting
Danielle Stermen's McGladrey LLP Experience February 2013 - Present
Job Administrative Assistant at McGladrey LLP
Industry Management Consulting
Experience
McGladrey LLP February 2013 - Present
Skills
Administrative...
Education
University of Central Florida
McGladrey LLP February 2013 - Present
Skills
Administrative...
Education
University of Central Florida