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
Matt Frisk Matt Frisk's McGladrey LLP Experience September 2007 - June 2014
Job Accounting Manager at PD Instore
Industry Accounting
Experience
Process Displays Co. July 2014 - Present
McGladrey LLP September 2007 - June 2014
Skills
CPA, Accounting, Financial Accounting, Auditing, External Audit, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Reporting, Financial Analysis, SEC filings, General Ledger, Variance Analysis, Tax, Corporate Tax, Income Tax
Education
University of Minnesota-Twin Cities 2002 — 2007
Accounting and Finance, Accounting and Finance
Process Displays Co. July 2014 - Present
McGladrey LLP September 2007 - June 2014
Skills
CPA, Accounting, Financial Accounting, Auditing, External Audit, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Reporting, Financial Analysis, SEC filings, General Ledger, Variance Analysis, Tax, Corporate Tax, Income Tax
Education
University of Minnesota-Twin Cities 2002 — 2007
Accounting and Finance, Accounting and Finance
Jerry Martin Jerry Martin's McGladrey LLP Experience January 2003 - Present
Job Partner International Tax Services at McGladrey
Industry Accounting
Experience
McGladrey LLP January 2003 - Present
Department 56 March 1998 - December 2002
McGladrey & Pullen LLP January 1995 - March 1998
Skills
Corporate Tax, GAAP, International Tax, Income Tax, Tax, Mergers, Auditing, Tax Accounting, Internal Controls, CPA, Financial Reporting, Tax Research, Financial Analysis, Accounting, Transfer Pricing, Tax Law, Tax Advisory, Partnership Taxation, SEC filings, Assurance, Tax Preparation, US GAAP, External Audit, Tax Returns, S Corporations, Mergers & Acquisitions, Financial Accounting
Education
University of Minnesota - Carlson School of Management
McGladrey LLP January 2003 - Present
Department 56 March 1998 - December 2002
McGladrey & Pullen LLP January 1995 - March 1998
Skills
Corporate Tax, GAAP, International Tax, Income Tax, Tax, Mergers, Auditing, Tax Accounting, Internal Controls, CPA, Financial Reporting, Tax Research, Financial Analysis, Accounting, Transfer Pricing, Tax Law, Tax Advisory, Partnership Taxation, SEC filings, Assurance, Tax Preparation, US GAAP, External Audit, Tax Returns, S Corporations, Mergers & Acquisitions, Financial Accounting
Education
University of Minnesota - Carlson School of Management
William Brennan William Brennan's McGladrey LLP Experience January 2013 - Present
Job Senior Consultant, Risk Advisory Services at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2013 - Present
McGladrey LLP January 2012 - January 2013
Benco Dental Company June 2010 - January 2012
Benco Dental Company June 2009 - May 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Consulting, Risk Management, Auditing, Internal Audit, Financial Institutions, Investments, ALLL, Interest Rate Risk..., Liquidity Management, SOC 1, FDICIA, Risk Assessment, Internal Controls, General Ledger, Financial Statements, Sarbanes-Oxley, IT Audit, Journal Entries, Business Process...
Education
University of Scranton 2006 — 2010
BS, Accounting
McGladrey LLP January 2013 - Present
McGladrey LLP January 2012 - January 2013
Benco Dental Company June 2010 - January 2012
Benco Dental Company June 2009 - May 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Consulting, Risk Management, Auditing, Internal Audit, Financial Institutions, Investments, ALLL, Interest Rate Risk..., Liquidity Management, SOC 1, FDICIA, Risk Assessment, Internal Controls, General Ledger, Financial Statements, Sarbanes-Oxley, IT Audit, Journal Entries, Business Process...
Education
University of Scranton 2006 — 2010
BS, Accounting
Linda K. Hill Linda K. Hill's McGladrey LLP Experience October 2008 - Present
Job McGladrey LLP Marketing Communications
Industry Marketing and Advertising
Experience
McGladrey LLP October 2008 - Present
Independent Marketing Consultant January 2004 - October 2008
Tech Data Corporation November 1988 - June 2003
Education
University of South Florida 1981 — 1987
McGladrey LLP October 2008 - Present
Independent Marketing Consultant January 2004 - October 2008
Tech Data Corporation November 1988 - June 2003
Education
University of South Florida 1981 — 1987
Nadia Doumler Nadia Doumler's McGladrey LLP Experience January 2011 - January 2014
Job General Ledger Accountant at IXIA
Industry Accounting
Experience
Ixia Security Test Solutions March 2015 - Present
Ixia Security Test Solutions January 2014 - Present
McGladrey LLP January 2011 - January 2014
Skills
GAAP, Auditing, US GAAP, External Audit, CPA, Financial Statements, Internal Controls, Revenue Recognition, General Ledger, Sarbanes-Oxley Act, Sarbanes-Oxley, Accounting, Financial Accounting, Financial Analysis, Fixed Assets, Journal Entries
Education
University of Southern California 2008 — 2010
Bachelor's degree, Accounting
Ixia Security Test Solutions March 2015 - Present
Ixia Security Test Solutions January 2014 - Present
McGladrey LLP January 2011 - January 2014
Skills
GAAP, Auditing, US GAAP, External Audit, CPA, Financial Statements, Internal Controls, Revenue Recognition, General Ledger, Sarbanes-Oxley Act, Sarbanes-Oxley, Accounting, Financial Accounting, Financial Analysis, Fixed Assets, Journal Entries
Education
University of Southern California 2008 — 2010
Bachelor's degree, Accounting
Ron Baker Ron Baker's McGladrey LLP Experience April 2015 - Present
Job Risk Advisory Services Bank Internal Audit
Industry Banking
Experience
McGladrey, LLP April 2015 - Present
Protiviti April 2014 - March 2015
Columbia Bank July 2004 - December 2013
Kitsap Credit Union March 2000 - May 2004
HomeStreet Bank July 1997 - February 2000
KeyCorp March 1983 - June 1997
Skills
Internal Audit, Risk Management, Financial Risk, Internal Controls, Credit, Financial Services, Retail Banking, Management, COSO, SOX 404, Loans, Finance, Due Diligence, Vendor Management, Certified Financial..., Third Party Risk\Vendor..., Regulatory Compliance, Bank Secrecy Act Manager, Privacy Officer, Auditing, Leadership, Banking, Enterprise Risk..., Credit Risk, Security, Operational Risk, AML, Operational Risk...
Education
University of Puget Sound
Master of Business Administration (MBA), Management, Marketing and International Business
University of Puget Sound
Bachelor of Business Administration (BBA), Management, Marketing & Finance
McGladrey, LLP April 2015 - Present
Protiviti April 2014 - March 2015
Columbia Bank July 2004 - December 2013
Kitsap Credit Union March 2000 - May 2004
HomeStreet Bank July 1997 - February 2000
KeyCorp March 1983 - June 1997
Skills
Internal Audit, Risk Management, Financial Risk, Internal Controls, Credit, Financial Services, Retail Banking, Management, COSO, SOX 404, Loans, Finance, Due Diligence, Vendor Management, Certified Financial..., Third Party Risk\Vendor..., Regulatory Compliance, Bank Secrecy Act Manager, Privacy Officer, Auditing, Leadership, Banking, Enterprise Risk..., Credit Risk, Security, Operational Risk, AML, Operational Risk...
Education
University of Puget Sound
Master of Business Administration (MBA), Management, Marketing and International Business
University of Puget Sound
Bachelor of Business Administration (BBA), Management, Marketing & Finance
Kurt Meier Kurt Meier's McGladrey LLP Experience 2006 - Present
Job Principal, Technology and Management Consulting
Industry Information Technology and Services
Experience
McGladrey LLP 2006 - Present
Skills
ERP, NetSuite, Great Plains Software, Microsoft Dynamics, Business Process..., Microsoft CRM, Software Implementation, CPM, PMP, IT Strategy, Professional Services, Business Analysis, Software Project..., Project Management, SharePoint, SaaS, Cloud Computing, Business Performance..., Enterprise Software, Integration, CRM, IT Management, Requirements Analysis, Consulting, Solution Architecture, Strategy, Business Intelligence, Business Process, Accounting, Analysis
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business, Accounting
McGladrey LLP 2006 - Present
Skills
ERP, NetSuite, Great Plains Software, Microsoft Dynamics, Business Process..., Microsoft CRM, Software Implementation, CPM, PMP, IT Strategy, Professional Services, Business Analysis, Software Project..., Project Management, SharePoint, SaaS, Cloud Computing, Business Performance..., Enterprise Software, Integration, CRM, IT Management, Requirements Analysis, Consulting, Solution Architecture, Strategy, Business Intelligence, Business Process, Accounting, Analysis
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business, Accounting
Rebecca J Peikes Rebecca J Peikes's McGladrey LLP Experience November 2008 - Present
Job
Industry Accounting
Experience
McGladrey, LLP November 2008 - Present
Skills
Finance, Tax, Strategy, Real Estate, Income Tax, Commercial Real Estate, Succession Planning, High Net Worth..., Accounting, CPA, Financial Analysis, Private Equity, Strategic Financial..., Financial Advisory, Financial Planners, Financial Reporting, Nonprofits
Education
University of Pennsylvania - The Wharton School
BS in Economics, Accounting and Finance
Villanova University
Masters of Taxation
McGladrey, LLP November 2008 - Present
Skills
Finance, Tax, Strategy, Real Estate, Income Tax, Commercial Real Estate, Succession Planning, High Net Worth..., Accounting, CPA, Financial Analysis, Private Equity, Strategic Financial..., Financial Advisory, Financial Planners, Financial Reporting, Nonprofits
Education
University of Pennsylvania - The Wharton School
BS in Economics, Accounting and Finance
Villanova University
Masters of Taxation
Megan Kluesner Megan Kluesner's McGladrey LLP Experience September 2010 - October 2013
Job Project Manager at Kluesner household
Industry Accounting
Experience
Kluesner household October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey LLP September 2010 - October 2013
McGladrey & Pullen November 2009 - August 2010
Skills
CPA, GAAP, US GAAP, Auditing
Education
University of Notre Dame 2004 — 2008
Bachelors, Accounting
Kluesner household October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey LLP September 2010 - October 2013
McGladrey & Pullen November 2009 - August 2010
Skills
CPA, GAAP, US GAAP, Auditing
Education
University of Notre Dame 2004 — 2008
Bachelors, Accounting
Troy Tabbert Troy Tabbert's McGladrey LLP Experience September 2005 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2005 - Present
Skills
GAAP, CPA, Internal Controls, US GAAP, Auditing, Accounting, Financial Reporting, SEC filings, External Audit, Financial Statements
Education
University of Northern Iowa 2000 — 2005
Bachelor of Arts (B.A.), Accounting
McGladrey LLP September 2005 - Present
Skills
GAAP, CPA, Internal Controls, US GAAP, Auditing, Accounting, Financial Reporting, SEC filings, External Audit, Financial Statements
Education
University of Northern Iowa 2000 — 2005
Bachelor of Arts (B.A.), Accounting
Keith Koland Keith Koland's McGladrey LLP Experience 1995 - Present
Job Director at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 1995 - Present
Skills
Corporate Tax, Tax Accounting, Tax, Sarbanes-Oxley Act, SEC filings, Internal Controls, Income Tax, GAAP, Financial Reporting, Financial Analysis, CPA, Accounting, Auditing, Leadership, SEC Filings
Education
University of Minnesota - Carlson School of Management
Master's degree, Taxation
McGladrey LLP 1995 - Present
Skills
Corporate Tax, Tax Accounting, Tax, Sarbanes-Oxley Act, SEC filings, Internal Controls, Income Tax, GAAP, Financial Reporting, Financial Analysis, CPA, Accounting, Auditing, Leadership, SEC Filings
Education
University of Minnesota - Carlson School of Management
Master's degree, Taxation
Vernon Muhammad Vernon Muhammad's McGladrey LLP Experience January 2014 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey LLP January 2014 - Present
Flowserve September 2011 - January 2014
McGladrey LLP June 2007 - September 2011
Dixon Hughes PLLC September 2004 - June 2007
Bennett College April 2003 - September 2004
McGladrey & Pullen September 2001 - April 2003
Skills
Auditing, Internal Audit, Finance, External Audit, Financial Statements, Financial Audits, Assurance, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Manufacturing, Financial Reporting, Financial Accounting, Revenue Recognition, Hyperion Enterprise, Process Improvement, COSO, SOX 404, SEC filings, Account Reconciliation, Analysis, Sarbanes-Oxley, General Ledger
Education
University of North Carolina at Greensboro 1997 — 2001
Master of Science, Accounting
McGladrey LLP January 2014 - Present
Flowserve September 2011 - January 2014
McGladrey LLP June 2007 - September 2011
Dixon Hughes PLLC September 2004 - June 2007
Bennett College April 2003 - September 2004
McGladrey & Pullen September 2001 - April 2003
Skills
Auditing, Internal Audit, Finance, External Audit, Financial Statements, Financial Audits, Assurance, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Manufacturing, Financial Reporting, Financial Accounting, Revenue Recognition, Hyperion Enterprise, Process Improvement, COSO, SOX 404, SEC filings, Account Reconciliation, Analysis, Sarbanes-Oxley, General Ledger
Education
University of North Carolina at Greensboro 1997 — 2001
Master of Science, Accounting
Nathanael Oliver Nathanael Oliver's McGladrey LLP Experience October 2006 - Present
Job CPA, Assurance Manager
Industry Accounting
Experience
McGladrey LLP October 2006 - Present
KDV July 2002 - October 2006
Lillan-Burg, Ltd. January 2001 - July 2002
Skills
Financial Statements, Assurance, Auditing, CPA, Bookkeeping
Education
University of Minnesota - Carlson School of Management 1998 — 2002
B.S. Accounting
McGladrey LLP October 2006 - Present
KDV July 2002 - October 2006
Lillan-Burg, Ltd. January 2001 - July 2002
Skills
Financial Statements, Assurance, Auditing, CPA, Bookkeeping
Education
University of Minnesota - Carlson School of Management 1998 — 2002
B.S. Accounting
Cheryl Rhew Cheryl Rhew's McGladrey LLP Experience November 2009 - Present
Job Tax Director at McGladrey
Industry Accounting
Experience
McGladrey, LLP November 2009 - Present
Cheryl L. Rhew, CPA, PLLC April 2005 - November 2009
RSM McGladrey September 1998 - April 2005
RSM McGladrey 1998 - 2005
Skills
Tax Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Finance, Partnership Taxation, Financial Planners, GAAP, Small Business, International Tax, Tax Returns, Sarbanes-Oxley Act, Tax Advisory, Tax Preparation
Education
University of North Carolina at Wilmington 1991 — 1998
Masters of Science, Accountancy
McGladrey, LLP November 2009 - Present
Cheryl L. Rhew, CPA, PLLC April 2005 - November 2009
RSM McGladrey September 1998 - April 2005
RSM McGladrey 1998 - 2005
Skills
Tax Accounting, Tax, Income Tax, Tax Research, Corporate Tax, Finance, Partnership Taxation, Financial Planners, GAAP, Small Business, International Tax, Tax Returns, Sarbanes-Oxley Act, Tax Advisory, Tax Preparation
Education
University of North Carolina at Wilmington 1991 — 1998
Masters of Science, Accountancy
Mathew Hopfer Mathew Hopfer's McGladrey LLP Experience January 2011 - Present
Job International Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP January 2011 - Present
College Pro Painters February 2010 - September 2010
Skills
International Tax
Education
University of Minnesota-Twin Cities
McGladrey LLP January 2011 - Present
College Pro Painters February 2010 - September 2010
Skills
International Tax
Education
University of Minnesota-Twin Cities
Joe Flot Joe Flot's McGladrey LLP Experience January 2006 - April 2015
Job Controller TDS Automation, Inc.
Industry Accounting
Experience
TDS Automation, Inc. April 2015 - Present
McGladrey LLP January 2006 - April 2015
Skills
CPA, GAAP, Tax, Corporate Tax, Tax Preparation, Accounting, Income Tax, Auditing, Internal Controls, Tax Research, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, External Audit, Assurance, Microsoft Excel, Management, Account Reconciliation
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts (B.A.), Accounting
TDS Automation, Inc. April 2015 - Present
McGladrey LLP January 2006 - April 2015
Skills
CPA, GAAP, Tax, Corporate Tax, Tax Preparation, Accounting, Income Tax, Auditing, Internal Controls, Tax Research, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, External Audit, Assurance, Microsoft Excel, Management, Account Reconciliation
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Sherry Meyer Sherry Meyer's McGladrey LLP Experience July 1985 - April 2013
Job Drives Growth and Strategy | Passionate About Developing Others | Creative Problem Solver Financial Executive
Industry Accounting
Experience
McGladrey LLP July 1985 - April 2013
AmHoist 1980 - 1985
Skills
Non-profits, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Auditing, Nonprofits, Strategy, Leadership, Financial Modeling, Mergers & Acquisitions, CPA, SEC filings, Internal Controls, GAAP, Strategic Financial..., Internal Audit, Financial Planning, SEC Filings
Education
University of Minnesota - Carlson School of Management 1981 — 1984
Bachelor of Science, Accounting
McGladrey LLP July 1985 - April 2013
AmHoist 1980 - 1985
Skills
Non-profits, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Auditing, Nonprofits, Strategy, Leadership, Financial Modeling, Mergers & Acquisitions, CPA, SEC filings, Internal Controls, GAAP, Strategic Financial..., Internal Audit, Financial Planning, SEC Filings
Education
University of Minnesota - Carlson School of Management 1981 — 1984
Bachelor of Science, Accounting
Susan C. Stewart, CPA, CIA Susan C. Stewart, CPA, CIA's McGladrey LLP Experience October 1997 - Present
Job Member at AICPA Not for Profit Expert Panel and Audit Guide Task Force
Industry Accounting
Experience
McGladrey LLP October 1997 - Present
McGladrey & Pullen 1997 - 2011
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, GAAP, Non-profits, External Audit, Employee Benefit Plan..., Assurance, SEC filings, US GAAP, CPA, Corporate Tax, Nonprofits, Employee Benefits, SEC Filings, Sarbanes-Oxley Act, Tax Research
Education
University of Michigan-Dearborn 1971 — 1975
BBA, Accounting
University of Michigan - Dearborn campus
BBA, Accounting
McGladrey LLP October 1997 - Present
McGladrey & Pullen 1997 - 2011
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, GAAP, Non-profits, External Audit, Employee Benefit Plan..., Assurance, SEC filings, US GAAP, CPA, Corporate Tax, Nonprofits, Employee Benefits, SEC Filings, Sarbanes-Oxley Act, Tax Research
Education
University of Michigan-Dearborn 1971 — 1975
BBA, Accounting
University of Michigan - Dearborn campus
BBA, Accounting
Ned Fagg Ned Fagg's McGladrey LLP Experience June 1981 - Present
Job Director Of Finance at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP June 1981 - Present
Skills
Accounting, Financial Reporting, Budgeting, Internal Controls, Budgets, Sarbanes-Oxley Act, Auditing, Assurance, GAAP, Internal Audit, Enterprise Risk..., Risk Management, Financial Accounting, US GAAP, Sarbanes-Oxley, SEC filings, Tax, Managerial Finance, Financial Analysis, General Ledger, CPA, Financial Audits, Cash Management, Revenue Recognition, Cash Flow, Cost Accounting, Due Diligence, Fixed Assets, IFRS
Education
University of Northern Iowa 1979 — 1981
Bachelors, Accounting
McGladrey LLP June 1981 - Present
Skills
Accounting, Financial Reporting, Budgeting, Internal Controls, Budgets, Sarbanes-Oxley Act, Auditing, Assurance, GAAP, Internal Audit, Enterprise Risk..., Risk Management, Financial Accounting, US GAAP, Sarbanes-Oxley, SEC filings, Tax, Managerial Finance, Financial Analysis, General Ledger, CPA, Financial Audits, Cash Management, Revenue Recognition, Cash Flow, Cost Accounting, Due Diligence, Fixed Assets, IFRS
Education
University of Northern Iowa 1979 — 1981
Bachelors, Accounting
Robert Mulcahy Robert Mulcahy's McGladrey LLP Experience October 2010 - April 2015
Job Director of Learning at McGladrey
Industry E-Learning
Experience
McGladrey May 2015 - Present
McGladrey, LLP October 2010 - April 2015
Forius Business Credit Resources 2005 - 2011
RSM McGladrey July 2006 - October 2010
PLATO Learning March 1995 - July 2006
Skills
Instructional Design, Simulations, Measurements, Blended Learning, E-Learning, Needs Analysis, ADDIE, Distance Learning, Adult Education, Instructor-led Training, Instructional Technology, Educational Technology, Organizational Learning, Staff Development, Training, Leadership, Classroom, Training Delivery
Education
University of Minnesota-Twin Cities 2002 — 2010
Ph.D., Curriculum and Instruction, Learning Technologies
University of Minnesota-Twin Cities 1989 — 1994
BA, English
McGladrey May 2015 - Present
McGladrey, LLP October 2010 - April 2015
Forius Business Credit Resources 2005 - 2011
RSM McGladrey July 2006 - October 2010
PLATO Learning March 1995 - July 2006
Skills
Instructional Design, Simulations, Measurements, Blended Learning, E-Learning, Needs Analysis, ADDIE, Distance Learning, Adult Education, Instructor-led Training, Instructional Technology, Educational Technology, Organizational Learning, Staff Development, Training, Leadership, Classroom, Training Delivery
Education
University of Minnesota-Twin Cities 2002 — 2010
Ph.D., Curriculum and Instruction, Learning Technologies
University of Minnesota-Twin Cities 1989 — 1994
BA, English
Susan Vermurlen's McGladrey LLP Experience September 2007 - Present
Job Lead Software Engineer at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2007 - Present
Clark Consulting June 2003 - September 2007
Alto Consulting April 2000 - May 2003
Skills
C#, Document Management, Microsoft SQL Server, JavaScript, HTML, HTML 5, XML, Workflow, ASP.NET AJAX, ASP.NET, Scripting, Powershell, CSS, VB.NET, Windows Server, IIS, SharePoint, jQuery, jQuery UI, Databases, SDLC, Web Services, Software Development, Software Integrations, VBScript, Enterprise Integration
Education
University of Minnesota
University of Minnesota
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)
McGladrey LLP September 2007 - Present
Clark Consulting June 2003 - September 2007
Alto Consulting April 2000 - May 2003
Skills
C#, Document Management, Microsoft SQL Server, JavaScript, HTML, HTML 5, XML, Workflow, ASP.NET AJAX, ASP.NET, Scripting, Powershell, CSS, VB.NET, Windows Server, IIS, SharePoint, jQuery, jQuery UI, Databases, SDLC, Web Services, Software Development, Software Integrations, VBScript, Enterprise Integration
Education
University of Minnesota
University of Minnesota
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.)
Rick Condon's McGladrey LLP Experience July 2010 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP July 2010 - Present
Let's Get Ready November 2012 - Present
Dress for Success January 2003 - December 2011
Caturano and Company (acquired by McGladrey) August 2002 - August 2010
Arthur Andersen LLP 1990 - 2002
Education
University of Notre Dame 1986 — 1990
BBA, Accounting / English
McGladrey LLP July 2010 - Present
Let's Get Ready November 2012 - Present
Dress for Success January 2003 - December 2011
Caturano and Company (acquired by McGladrey) August 2002 - August 2010
Arthur Andersen LLP 1990 - 2002
Education
University of Notre Dame 1986 — 1990
BBA, Accounting / English
Louis Alvarez Jr CPA Louis Alvarez Jr CPA's McGladrey LLP Experience November 2011 - June 2013
Job Business Advisor
Industry Accounting
Experience
Faircourt Resources June 2013 - Present
Reliance Consulting LLC December 2013 - Present
McGladrey, LLP November 2011 - June 2013
Hanna, Lemar & Morris CPAs PA January 2006 - November 2011
Airem Capital Group 2002 - 2005
Ernst & Young 1996 - 2002
Anchor Glass Container 1993 - 1996
Garcia & Ortiz, CPAs 1989 - 1992
Skills
Corporate Tax, Accounting, Tax, Income Tax, Tax Research, CPA, Tax Advisory, Financial Accounting, Tax Accounting, Tax Preparation, Sales Tax, Partnership Taxation, S Corporations, US Tax, State Tax, Xero Accounting Software, Bill.com, Cloud Computing, Financial Reporting, Financial Analysis, GAAP, US GAAP
Education
University of Tampa 1994 — 1998
MBA, Business/Accounting
University of South Florida - College of Business Administration 1983 — 1989
BS, Accounting
Faircourt Resources June 2013 - Present
Reliance Consulting LLC December 2013 - Present
McGladrey, LLP November 2011 - June 2013
Hanna, Lemar & Morris CPAs PA January 2006 - November 2011
Airem Capital Group 2002 - 2005
Ernst & Young 1996 - 2002
Anchor Glass Container 1993 - 1996
Garcia & Ortiz, CPAs 1989 - 1992
Skills
Corporate Tax, Accounting, Tax, Income Tax, Tax Research, CPA, Tax Advisory, Financial Accounting, Tax Accounting, Tax Preparation, Sales Tax, Partnership Taxation, S Corporations, US Tax, State Tax, Xero Accounting Software, Bill.com, Cloud Computing, Financial Reporting, Financial Analysis, GAAP, US GAAP
Education
University of Tampa 1994 — 1998
MBA, Business/Accounting
University of South Florida - College of Business Administration 1983 — 1989
BS, Accounting
Suzanne Shields's McGladrey LLP Experience September 2008 - Present
Job National Nonprofit Industry Marketing Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2008 - Present
RSM McGladrey September 2008 - October 2011
MJM Investigations Inc. June 2001 - September 2008
Skills
CRM, Microsoft Excel, Marketing Strategy, Marketing, PowerPoint, Sales, Program Management, Lead Generation, Management, Leadership, Finance, Marketing Communications, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BSBA, Business Administration
University of North Carolina at Chapel Hill
McGladrey LLP September 2008 - Present
RSM McGladrey September 2008 - October 2011
MJM Investigations Inc. June 2001 - September 2008
Skills
CRM, Microsoft Excel, Marketing Strategy, Marketing, PowerPoint, Sales, Program Management, Lead Generation, Management, Leadership, Finance, Marketing Communications, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
BSBA, Business Administration
University of North Carolina at Chapel Hill
Joe Cataldo's McGladrey LLP Experience March 2010 - Present
Job Partner at McGladreyHelping clients achieve their goals
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey LLP March 2010 - Present
Crowe Horwath LLP October 2005 - December 2009
Crowe Horwath LLP October 2001 - September 2005
Crowe Horwath LLP June 1998 - September 2001
Crowe Horwath LLP May 1995 - May 1998
Crowe Horwath LLP September 1993 - April 1995
Skills
Financial Reporting, Project Management, CPA, Treasury Management, Assurance, Auditing, Recruiting, Financial Accounting, Financial Statements, Management Consulting, Leadership, Banking, Income Tax, Consolidation, Internal Controls, Tax, Business Planning, Business Process..., Revenue Recognition, Tax Returns, Tax Accounting, Financial Analysis, US GAAP, External Audit, Corporate Tax, Internal Audit, Cost Accounting, Private Equity, Financial Audits, Accounts Payable, Manufacturing, Financial Services, Sales, Corporate Finance, Strategic Planning, Finance, Management, Fixed Assets, Risk Assessment, General Ledger, Estate Planning, Strategic Financial..., Business Valuation, Accounting, Risk Management, IT Audit, Process Improvement, Enterprise Risk..., Cash Flow, Managerial Finance
Education
University of Notre Dame 1989 — 1993
Bachelor, Business Administration; Accounting
Marian HS 1985 — 1989
McGladrey October 2014 - Present
McGladrey LLP March 2010 - Present
Crowe Horwath LLP October 2005 - December 2009
Crowe Horwath LLP October 2001 - September 2005
Crowe Horwath LLP June 1998 - September 2001
Crowe Horwath LLP May 1995 - May 1998
Crowe Horwath LLP September 1993 - April 1995
Skills
Financial Reporting, Project Management, CPA, Treasury Management, Assurance, Auditing, Recruiting, Financial Accounting, Financial Statements, Management Consulting, Leadership, Banking, Income Tax, Consolidation, Internal Controls, Tax, Business Planning, Business Process..., Revenue Recognition, Tax Returns, Tax Accounting, Financial Analysis, US GAAP, External Audit, Corporate Tax, Internal Audit, Cost Accounting, Private Equity, Financial Audits, Accounts Payable, Manufacturing, Financial Services, Sales, Corporate Finance, Strategic Planning, Finance, Management, Fixed Assets, Risk Assessment, General Ledger, Estate Planning, Strategic Financial..., Business Valuation, Accounting, Risk Management, IT Audit, Process Improvement, Enterprise Risk..., Cash Flow, Managerial Finance
Education
University of Notre Dame 1989 — 1993
Bachelor, Business Administration; Accounting
Marian HS 1985 — 1989
Patrick J. Hagan's McGladrey LLP Experience July 2010 - Present
Job National Managing Partner, State and Local Government at McGladrey LLP
Industry Management Consulting
Experience
McGladrey LLP July 2010 - Present
Deloitte & Touche LLP May 1981 - January 2010
Deloitte May 1981 - January 2010
Education
University of Notre Dame 1977 — 1981
BBA, Accountancy
McGladrey LLP July 2010 - Present
Deloitte & Touche LLP May 1981 - January 2010
Deloitte May 1981 - January 2010
Education
University of Notre Dame 1977 — 1981
BBA, Accountancy
Sharon Whitney's McGladrey LLP Experience August 2014 - January 2015
Job Team Lead at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC October 2011 - Present
McGladrey, LLP August 2014 - January 2015
McGladrey, LLP March 2009 - September 2011
American Trust Bank January 2007 - February 2008
Flag Bank n/k/a RBC January 2001 - February 2007
Skills
Special Assets, Commercial Banking, Loan Review for..., Construction and A & D..., Loans, Commercial Lending, Residential Homes, Credit, Asset, Foreclosures, Credit Analysis, Banking, Mortgage Lending, Construction Loans, Financial Analysis, Capital Markets, Mortgage Banking, Risk Management, Loss Mitigation, Loan Servicing, Financial Risk, Finance, Residential Mortgages, Loan Origination, Due Diligence, Financial Modeling, Underwriting, Commercial Mortgages, Mergers & Acquisitions, Real Estate, Portfolio Management, Mortgage Underwriting, Credit Risk, Refinance, Analysis, Asset Management, FHA, Financial Services, Cash Management, Commercial Real Estate, Mortgage Servicing, Investments, Valuation, Consumer Lending, Structured Finance, Loan Modifications, Retail Banking, Operational Risk, Accounting, Small Business Lending
Education
Gainesville Jr. College
North Georgia College and State University
Johnson High School 1974 — 1977
Promontory Financial Group, LLC October 2011 - Present
McGladrey, LLP August 2014 - January 2015
McGladrey, LLP March 2009 - September 2011
American Trust Bank January 2007 - February 2008
Flag Bank n/k/a RBC January 2001 - February 2007
Skills
Special Assets, Commercial Banking, Loan Review for..., Construction and A & D..., Loans, Commercial Lending, Residential Homes, Credit, Asset, Foreclosures, Credit Analysis, Banking, Mortgage Lending, Construction Loans, Financial Analysis, Capital Markets, Mortgage Banking, Risk Management, Loss Mitigation, Loan Servicing, Financial Risk, Finance, Residential Mortgages, Loan Origination, Due Diligence, Financial Modeling, Underwriting, Commercial Mortgages, Mergers & Acquisitions, Real Estate, Portfolio Management, Mortgage Underwriting, Credit Risk, Refinance, Analysis, Asset Management, FHA, Financial Services, Cash Management, Commercial Real Estate, Mortgage Servicing, Investments, Valuation, Consumer Lending, Structured Finance, Loan Modifications, Retail Banking, Operational Risk, Accounting, Small Business Lending
Education
Gainesville Jr. College
North Georgia College and State University
Johnson High School 1974 — 1977
Gary Guido Gary Guido's McGladrey LLP Experience October 2013 - Present
Job Assurance Associate at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP October 2013 - Present
United States Coast Guard August 2008 - Present
Wells Fargo May 2010 - June 2012
Skills
Accounting
Education
University of North Carolina at Wilmington 2012 — 2013
Masters of Accountancy, Accounting
UNC-Wilmington 2005 — 2007
Bachelor of Business Administration (B.B.A.), Leadership and Management Studies
Northwood
McGladrey, LLP October 2013 - Present
United States Coast Guard August 2008 - Present
Wells Fargo May 2010 - June 2012
Skills
Accounting
Education
University of North Carolina at Wilmington 2012 — 2013
Masters of Accountancy, Accounting
UNC-Wilmington 2005 — 2007
Bachelor of Business Administration (B.B.A.), Leadership and Management Studies
Northwood
Daniel Hufford Daniel Hufford's McGladrey LLP Experience March 2011 - Present
Job Senior Applications Consultant at McGladrey
Industry Computer Software
Experience
McGladrey LLP March 2011 - Present
Grace-Hunt January 2009 - March 2011
Knowledge Management Associates March 2008 - January 2009
ePartners October 1998 - February 2008
Datex-Engstrom January 1998 - October 1998
Aviv Corporation April 1996 - January 1998
Skills
T-SQL, SSRS, Crystal Reports, SSIS, VB.NET, C#, VBScript, VBA, SQL Server, Business Intelligence, XML, Access, Web Services, Databases, ERP, Integration, Database Design, Database Administration, SharePoint, Microsoft SQL Server, Software Development, Data Warehousing, Business Process, Visio, Great Plains Software, Microsoft Dynamics, ASP.NET, Visual Studio, Enterprise Architecture, SQL, Business Analysis, SharePoint Designer, Visual Basic, Requirements Analysis, .NET, Requirements Gathering, Solution Architecture, Software Implementation, Data Modeling, Software Project..., SaaS, Agile Methodologies, SDLC, Professional Services, Enterprise Software, ETL, IIS, Microsoft Office..., Consulting, Microsoft Technologies
Education
University of New Hampshire 1990 — 1994
BS, Computer Science
Wheaton College (MA) 1988 — 1990
Reading Memorial High School 1984 — 1988
McGladrey LLP March 2011 - Present
Grace-Hunt January 2009 - March 2011
Knowledge Management Associates March 2008 - January 2009
ePartners October 1998 - February 2008
Datex-Engstrom January 1998 - October 1998
Aviv Corporation April 1996 - January 1998
Skills
T-SQL, SSRS, Crystal Reports, SSIS, VB.NET, C#, VBScript, VBA, SQL Server, Business Intelligence, XML, Access, Web Services, Databases, ERP, Integration, Database Design, Database Administration, SharePoint, Microsoft SQL Server, Software Development, Data Warehousing, Business Process, Visio, Great Plains Software, Microsoft Dynamics, ASP.NET, Visual Studio, Enterprise Architecture, SQL, Business Analysis, SharePoint Designer, Visual Basic, Requirements Analysis, .NET, Requirements Gathering, Solution Architecture, Software Implementation, Data Modeling, Software Project..., SaaS, Agile Methodologies, SDLC, Professional Services, Enterprise Software, ETL, IIS, Microsoft Office..., Consulting, Microsoft Technologies
Education
University of New Hampshire 1990 — 1994
BS, Computer Science
Wheaton College (MA) 1988 — 1990
Reading Memorial High School 1984 — 1988
Bruce Jorth Bruce Jorth's McGladrey LLP Experience July 1981 - Present
Job Chief Risk Officer at McGladrey
Industry Accounting
Experience
McGladrey LLP July 1981 - Present
Skills
SEC filings, Accounting, CPA, Enterprise Risk..., Internal Controls, Auditing, Risk Management, Tax, GAAP, External Audit, Sarbanes-Oxley Act, Corporate Governance, Sarbanes-Oxley, US GAAP, Internal Audit, IT Audit, Due Diligence, Mergers & Acquisitions, Risk Assessment, Financial Reporting, Assurance, Tax Accounting, Financial Analysis, Strategic Financial..., Financial Risk, Forensic Accounting, Financial Accounting, Financial Services, SEC Filings
Education
University of Northern Iowa 1977 — 1981
McGladrey LLP July 1981 - Present
Skills
SEC filings, Accounting, CPA, Enterprise Risk..., Internal Controls, Auditing, Risk Management, Tax, GAAP, External Audit, Sarbanes-Oxley Act, Corporate Governance, Sarbanes-Oxley, US GAAP, Internal Audit, IT Audit, Due Diligence, Mergers & Acquisitions, Risk Assessment, Financial Reporting, Assurance, Tax Accounting, Financial Analysis, Strategic Financial..., Financial Risk, Forensic Accounting, Financial Accounting, Financial Services, SEC Filings
Education
University of Northern Iowa 1977 — 1981
Margaret LeBlanc's McGladrey LLP Experience January 2008 - June 2015
Job Manager of Taxation at Allegiant Travel Company
Industry Accounting
Experience
Allegiant Travel Company June 2015 - Present
McGladrey LLP January 2008 - June 2015
Kafoury, Armstrong & Co. June 2006 - January 2008
Skills
Partnership Taxation, GAAP, CPA, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, S Corporations, US GAAP, SEC filings, Tax Returns, Tax
Education
University of Nevada-Las Vegas - College of Business 2003 — 2006
Allegiant Travel Company June 2015 - Present
McGladrey LLP January 2008 - June 2015
Kafoury, Armstrong & Co. June 2006 - January 2008
Skills
Partnership Taxation, GAAP, CPA, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, S Corporations, US GAAP, SEC filings, Tax Returns, Tax
Education
University of Nevada-Las Vegas - College of Business 2003 — 2006
Michael Martinucci's McGladrey LLP Experience March 2008 - January 2015
Job Mount Sinai Health System
Industry Hospital & Health Care
Experience
Mount Sinai Health System July 2015 - Present
McGladrey LLP March 2008 - January 2015
Loeb & Troper 2001 - 2008
BDO Seidman, LLP 1998 - 2000
UHY Advisors 1996 - 2000
United Government Services 1993 - 1997
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Healthcare, Healthcare Consulting, Financial Accounting, Non-profits, Accounts Receivable, Budgets, CPA, GAAP, SEC filings, Nonprofits, SEC Filings
Education
University of Rhode Island 1987 — 1991
Bachelor of Science (B.S.), Accounting
University of Rhode Island
Bachelor's of Science, Accounting
Mount Sinai Health System July 2015 - Present
McGladrey LLP March 2008 - January 2015
Loeb & Troper 2001 - 2008
BDO Seidman, LLP 1998 - 2000
UHY Advisors 1996 - 2000
United Government Services 1993 - 1997
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Healthcare, Healthcare Consulting, Financial Accounting, Non-profits, Accounts Receivable, Budgets, CPA, GAAP, SEC filings, Nonprofits, SEC Filings
Education
University of Rhode Island 1987 — 1991
Bachelor of Science (B.S.), Accounting
University of Rhode Island
Bachelor's of Science, Accounting
Gregory DeVino's McGladrey LLP Experience December 2006 - Present
Job Tax Partner at McGladrey, LLP
Industry Accounting
Experience
McGladrey LLP December 2006 - Present
Ennis, Pellum & Assoc. January 2005 - November 2006
KPMG February 1995 - January 2005
Skills
CPA, Tax, ASC 740, Tax Research, Tax Accounting, FIN 48, Corporate Tax, SEC filings, Tax Preparation, US Tax, Financial Reporting, GAAP, Federal Law, Income Tax, Accounting, Tax Returns, Mergers, Internal Controls
Education
University of North Florida 1993 — 1999
Master's degree, Accounting (Tax Emphasis)
University of North Florida - College of Business Administration 1993 — 1999
MACC, Tax and Accounting
McGladrey LLP December 2006 - Present
Ennis, Pellum & Assoc. January 2005 - November 2006
KPMG February 1995 - January 2005
Skills
CPA, Tax, ASC 740, Tax Research, Tax Accounting, FIN 48, Corporate Tax, SEC filings, Tax Preparation, US Tax, Financial Reporting, GAAP, Federal Law, Income Tax, Accounting, Tax Returns, Mergers, Internal Controls
Education
University of North Florida 1993 — 1999
Master's degree, Accounting (Tax Emphasis)
University of North Florida - College of Business Administration 1993 — 1999
MACC, Tax and Accounting
Aaron Stenlund, CPA, MBA's McGladrey LLP Experience December 2010 - Present
Job Tax Supervisor at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP December 2010 - Present
Wells Fargo February 2009 - December 2010
Wells Fargo July 2005 - December 2008
Wells Fargo September 2003 - June 2005
Skills
Project Management, Software Documentation, Accounting, Financial Reporting, Sarbanes-Oxley Act, CPA, Access, Banking, Process Improvement, Business Analysis, Internal Controls, Microsoft Excel, Vendor Management
Education
University of St. Thomas - Opus College of Business 2004 — 2009
MBA, Accounting
University of Minnesota Duluth 1996 — 2001
BBA, Finance, Organizational Management
McGladrey LLP December 2010 - Present
Wells Fargo February 2009 - December 2010
Wells Fargo July 2005 - December 2008
Wells Fargo September 2003 - June 2005
Skills
Project Management, Software Documentation, Accounting, Financial Reporting, Sarbanes-Oxley Act, CPA, Access, Banking, Process Improvement, Business Analysis, Internal Controls, Microsoft Excel, Vendor Management
Education
University of St. Thomas - Opus College of Business 2004 — 2009
MBA, Accounting
University of Minnesota Duluth 1996 — 2001
BBA, Finance, Organizational Management
Casey Haars's McGladrey LLP Experience August 2004 - July 2007
Job Assistant Controller at Keeley Asset Management Corp
Industry Accounting
Experience
Keeley Companies August 2007 - Present
Big Red Trucks 1979 - 2014
McGladrey, LLP August 2004 - July 2007
McGladrey & Pullen 2004 - 2007
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, SEC filings, Financial Analysis, Auditing, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Tax, Financial Modeling, Due Diligence, Financial Statements, Internal Audit, General Ledger, Valuation, Tax Preparation, Cash Management
Education
University of Northern Iowa 1998 — 2003
Bachelor of Arts, Accounting
Keeley Companies August 2007 - Present
Big Red Trucks 1979 - 2014
McGladrey, LLP August 2004 - July 2007
McGladrey & Pullen 2004 - 2007
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, SEC filings, Financial Analysis, Auditing, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Tax, Financial Modeling, Due Diligence, Financial Statements, Internal Audit, General Ledger, Valuation, Tax Preparation, Cash Management
Education
University of Northern Iowa 1998 — 2003
Bachelor of Arts, Accounting
Ryan A. Riviezzo's McGladrey LLP Experience October 2014 - March 2015
Job Senior Accountant
Industry Accounting
Experience
McGladrey LLP October 2014 - March 2015
Fischer Cunnane & Associates Ltd December 2011 - September 2014
Woolard, Krajnik, Masciangelo, LLP August 2009 - November 2011
Semperon Corp. May 2006 - August 2009
Education
West Chester University of Pennsylvania 2007 — 2009
Bachelor's, Accounting
University of Pittsburgh 2002 — 2006
Bachelor's degree, Religion/Religious Studies
McGladrey LLP October 2014 - March 2015
Fischer Cunnane & Associates Ltd December 2011 - September 2014
Woolard, Krajnik, Masciangelo, LLP August 2009 - November 2011
Semperon Corp. May 2006 - August 2009
Education
West Chester University of Pennsylvania 2007 — 2009
Bachelor's, Accounting
University of Pittsburgh 2002 — 2006
Bachelor's degree, Religion/Religious Studies
Dustin Petersen's McGladrey LLP Experience July 1995 - Present
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey LLP July 1995 - Present
Skills
Accounting, Mergers, Due Diligence, Tax Research, CPA, Corporate Tax, Financial Analysis, SEC filings, Financial Accounting, Private Equity, Tax Accounting, US GAAP, Income Tax, Tax, Corporate Finance, Financial Modeling, GAAP, Mergers & Acquisitions, Auditing
Education
University of Northern Iowa 1993 — 1995
Bachelor of Business Administration (BBA), Accounting
McGladrey LLP July 1995 - Present
Skills
Accounting, Mergers, Due Diligence, Tax Research, CPA, Corporate Tax, Financial Analysis, SEC filings, Financial Accounting, Private Equity, Tax Accounting, US GAAP, Income Tax, Tax, Corporate Finance, Financial Modeling, GAAP, Mergers & Acquisitions, Auditing
Education
University of Northern Iowa 1993 — 1995
Bachelor of Business Administration (BBA), Accounting
Katherine Peterson's McGladrey LLP Experience July 2010 - July 2013
Job VP Controller Blue Hills Bank
Industry Accounting
Experience
Blue Hills Bank August 2013 - Present
McGladrey LLP July 2010 - July 2013
Caturano and Company June 2010 - July 2010
Caturano and Company January 2004 - June 2010
Grant Thornton LLP 2000 - 2003
Skills
Accounting, Auditing, Technical Accounting, Financial Institutions, Revenue Recognition, 10Q, 10K, Private Equity, Sarbanes-Oxley, Manufacturing, Mentoring Of Staff, Financial Statements, SEC filings, GAAP, Financial Audits, Financial Services, SEC, Finance, CPA, Assurance, US GAAP, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Management
Education
University of New Hampshire 1996 — 2000
Bachelor of Science, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1996 — 2000
Bacheloer of Science, Business Administration
Blue Hills Bank August 2013 - Present
McGladrey LLP July 2010 - July 2013
Caturano and Company June 2010 - July 2010
Caturano and Company January 2004 - June 2010
Grant Thornton LLP 2000 - 2003
Skills
Accounting, Auditing, Technical Accounting, Financial Institutions, Revenue Recognition, 10Q, 10K, Private Equity, Sarbanes-Oxley, Manufacturing, Mentoring Of Staff, Financial Statements, SEC filings, GAAP, Financial Audits, Financial Services, SEC, Finance, CPA, Assurance, US GAAP, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Management
Education
University of New Hampshire 1996 — 2000
Bachelor of Science, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1996 — 2000
Bacheloer of Science, Business Administration
Greg Schu's McGladrey LLP Experience 1990 - Present
Job Partner at McGladrey LLP
Industry Information Technology and Services
Experience
McGladrey LLP 1990 - Present
Carlson, Poston & Associates 1989 - 1990
Skills
Business Process..., Process Improvement, Management Consulting, SAS70, IT Strategy, Business Process..., IT Audit, Sarbanes-Oxley Act, Business Analysis, Risk Management, Enterprise Risk...
Education
University of Minnesota - Carlson School of Management
McGladrey LLP 1990 - Present
Carlson, Poston & Associates 1989 - 1990
Skills
Business Process..., Process Improvement, Management Consulting, SAS70, IT Strategy, Business Process..., IT Audit, Sarbanes-Oxley Act, Business Analysis, Risk Management, Enterprise Risk...
Education
University of Minnesota - Carlson School of Management
Jefry Flemmer's McGladrey LLP Experience 1987 - Present
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey, LLP 1987 - Present
Education
University of Minnesota - Carlson School of Management
Masters, Taxation
University of Minnesota-Twin Cities
Bachelors, Accounting
McGladrey, LLP 1987 - Present
Education
University of Minnesota - Carlson School of Management
Masters, Taxation
University of Minnesota-Twin Cities
Bachelors, Accounting
Steve Geschke's McGladrey LLP Experience August 2015 - Present
Job Partner, McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP August 2015 - Present
Wolfe Nilges Nahorski PC August 1984 - July 2015
Skills
Auditing, Corporate Tax, Internal Controls, GAAP, Tax, Tax Preparation, Income Tax, QuickBooks, Accounting, General Ledger, Financial Reporting, Financial Accounting
Education
University of Missouri-Saint Louis 1970 — 1974
BS BA, Accounting
McGladrey, LLP August 2015 - Present
Wolfe Nilges Nahorski PC August 1984 - July 2015
Skills
Auditing, Corporate Tax, Internal Controls, GAAP, Tax, Tax Preparation, Income Tax, QuickBooks, Accounting, General Ledger, Financial Reporting, Financial Accounting
Education
University of Missouri-Saint Louis 1970 — 1974
BS BA, Accounting
Brooke Murphy's McGladrey LLP Experience January 2008 - August 2012
Job Accounting & Tax Services
Industry Accounting
Experience
Brooke A. Murphy, CPA August 2012 - Present
McGladrey LLP January 2008 - August 2012
The Corky McMillin Companies June 2005 - December 2007
KPMG May 2003 - June 2005
Skills
SEC filings, Accounting, CPA, Financial Reporting, Auditing
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting
Brooke A. Murphy, CPA August 2012 - Present
McGladrey LLP January 2008 - August 2012
The Corky McMillin Companies June 2005 - December 2007
KPMG May 2003 - June 2005
Skills
SEC filings, Accounting, CPA, Financial Reporting, Auditing
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting
Jackie Reinhard's McGladrey LLP Experience September 2007 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2007 - Present
Skills
CPA, US GAAP, Auditing, Real Estate
Education
University of Northern Iowa 2002 — 2007
BA, Accounting
McGladrey LLP September 2007 - Present
Skills
CPA, US GAAP, Auditing, Real Estate
Education
University of Northern Iowa 2002 — 2007
BA, Accounting
David Dowdney, MBA's McGladrey LLP Experience January 2014 - Present
Job Regulatory Compliance Risk Advisor with extensive Financial Industry experience
Industry Financial Services
Experience
McGladrey, LLP January 2014 - Present
PlainsCapital Bank January 2012 - December 2013
Federal Reserve Bank of Dallas July 2010 - December 2011
BBVA Compass December 2006 - July 2010
Countrywide Home Loans June 2004 - November 2006
Skills
Financial Analysis, Insurance, Loans, Budgets, Banking, Microsoft Excel, Credit Risk, Credit Analysis, Strategic Planning, Retail Banking, Accounting, Asset Managment, Internal Audit, Small Business Lending, Real Estate, Internal Controls, Mortgage Lending, Consumer Lending, Portfolio Management, Financial Reporting, Financial Modeling, Microsoft Office, Risk Management, Commercial Banking, Credit, Financial Risk, Due Diligence, Commercial Lending, Auditing, Investments, Analysis, Underwriting, Securities, Mortgage Banking
Education
The University of Texas at Dallas - School of Management 2007 — 2011
MBA
University of Oklahoma 1998 — 2002
BBA
Jenks High School 1994 — 1998
High School
McGladrey, LLP January 2014 - Present
PlainsCapital Bank January 2012 - December 2013
Federal Reserve Bank of Dallas July 2010 - December 2011
BBVA Compass December 2006 - July 2010
Countrywide Home Loans June 2004 - November 2006
Skills
Financial Analysis, Insurance, Loans, Budgets, Banking, Microsoft Excel, Credit Risk, Credit Analysis, Strategic Planning, Retail Banking, Accounting, Asset Managment, Internal Audit, Small Business Lending, Real Estate, Internal Controls, Mortgage Lending, Consumer Lending, Portfolio Management, Financial Reporting, Financial Modeling, Microsoft Office, Risk Management, Commercial Banking, Credit, Financial Risk, Due Diligence, Commercial Lending, Auditing, Investments, Analysis, Underwriting, Securities, Mortgage Banking
Education
The University of Texas at Dallas - School of Management 2007 — 2011
MBA
University of Oklahoma 1998 — 2002
BBA
Jenks High School 1994 — 1998
High School
David Oeth's McGladrey LLP Experience 1979 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 1979 - Present
Ronald McDonald House Rochester MN January 2007 - Present
DuPont Pioneer September 1984 - June 1987
Skills
Corporate Tax, Internal Controls, Tax, CPA, Financial Reporting, Income Tax, Accounting, Tax Preparation, Financial Accounting, US GAAP, Tax Research, Financial Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, QuickBooks, Due Diligence, Enterprise Risk..., Financial Modeling, Strategic Financial...
Education
University of Northern Iowa 1975 — 1979
Bachelor of Science, Accounting
McGladrey LLP 1979 - Present
Ronald McDonald House Rochester MN January 2007 - Present
DuPont Pioneer September 1984 - June 1987
Skills
Corporate Tax, Internal Controls, Tax, CPA, Financial Reporting, Income Tax, Accounting, Tax Preparation, Financial Accounting, US GAAP, Tax Research, Financial Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, QuickBooks, Due Diligence, Enterprise Risk..., Financial Modeling, Strategic Financial...
Education
University of Northern Iowa 1975 — 1979
Bachelor of Science, Accounting
Trenace Smith's McGladrey LLP Experience September 2002 - Present
Job Tax Manager McGladrey LLP
Industry Accounting
Experience
McGladrey LLP September 2002 - Present
Education
University of North Carolina at Wilmington 1996 — 2002
Masters, Accounting
McGladrey LLP September 2002 - Present
Education
University of North Carolina at Wilmington 1996 — 2002
Masters, Accounting
Andrew Steckel's McGladrey LLP Experience August 2011 - Present
Job Senior Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP August 2011 - Present
UNI John Pappajohn Entrepreneurial Center December 2009 - January 2011
RSM McGladrey, Inc. January 2009 - April 2009
Republic Companies May 2008 - August 2008
Republic Companies June 2007 - August 2007
Skills
Accounting, Auditing, Quickbooks, Internal Controls, GAAP, Financial Accounting, US GAAP, Tax Accounting, Tax Preparation, Income Tax, Financial Analysis, CPA, Single Audit, Assurance, SEC filings, Financial Reporting
Education
University of Northern Iowa 2006 — 2011
Master of Accountancy
Davenport Central 2002 — 2006
McGladrey LLP August 2011 - Present
UNI John Pappajohn Entrepreneurial Center December 2009 - January 2011
RSM McGladrey, Inc. January 2009 - April 2009
Republic Companies May 2008 - August 2008
Republic Companies June 2007 - August 2007
Skills
Accounting, Auditing, Quickbooks, Internal Controls, GAAP, Financial Accounting, US GAAP, Tax Accounting, Tax Preparation, Income Tax, Financial Analysis, CPA, Single Audit, Assurance, SEC filings, Financial Reporting
Education
University of Northern Iowa 2006 — 2011
Master of Accountancy
Davenport Central 2002 — 2006
Kyle Vaden, CPA, CFE's McGladrey LLP Experience July 2014 - January 2015
Job Technical Accounting Manager at Hakkasan Group
Industry Accounting
Experience
Hakkasan Group June 2015 - Present
Hakkasan Group January 2015 - June 2015
McGladrey LLP July 2014 - January 2015
Hakkasan Group April 2014 - July 2014
McGladrey LLP October 2013 - April 2014
McGladrey LLP August 2011 - September 2013
Anthem Forensics June 2009 - August 2011
Nyberg and Associates May 2008 - June 2009
Wells Fargo Bank June 2000 - May 2008
Skills
Accounting, Auditing, GAAP, Financial Accounting, Accounts Payable, US GAAP, Financial Reporting, Assurance, Accounts Receivable, Payroll, Microsoft Excel, Gaming Industry, QuickBooks, Financial Statements, Financial Audits, CPA, Bank Reconciliation, Forensic Accounting, Accruals, Problem Solving, Microsoft Word, Outlook, Caseware, Account Reconciliation, Revenue Recognition, Certified Fraud Examiner, Business Valuation, General Ledger, Microsoft Office, Microsoft Dynamics GP, Host Analytics
Education
University of Nevada-Las Vegas - College of Business 2009 — 2010
MS, Accounting
University of Nevada-Las Vegas - College of Business 2002 — 2009
BSBA, Accounting
Hakkasan Group June 2015 - Present
Hakkasan Group January 2015 - June 2015
McGladrey LLP July 2014 - January 2015
Hakkasan Group April 2014 - July 2014
McGladrey LLP October 2013 - April 2014
McGladrey LLP August 2011 - September 2013
Anthem Forensics June 2009 - August 2011
Nyberg and Associates May 2008 - June 2009
Wells Fargo Bank June 2000 - May 2008
Skills
Accounting, Auditing, GAAP, Financial Accounting, Accounts Payable, US GAAP, Financial Reporting, Assurance, Accounts Receivable, Payroll, Microsoft Excel, Gaming Industry, QuickBooks, Financial Statements, Financial Audits, CPA, Bank Reconciliation, Forensic Accounting, Accruals, Problem Solving, Microsoft Word, Outlook, Caseware, Account Reconciliation, Revenue Recognition, Certified Fraud Examiner, Business Valuation, General Ledger, Microsoft Office, Microsoft Dynamics GP, Host Analytics
Education
University of Nevada-Las Vegas - College of Business 2009 — 2010
MS, Accounting
University of Nevada-Las Vegas - College of Business 2002 — 2009
BSBA, Accounting
Jaime Lynne Phillips's McGladrey LLP Experience November 2014 - Present
Job Lead Client Services Representative at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2014 - Present
Rim Starz Accounting Services LLC June 2008 - Present
Taryle & Associate January 2008 - December 2010
Skills
Bookkeeping, Tax Preparation, Tax Accounting, Tax, QuickBooks, Lacerte, Small Business, Preparation, Tax Returns, Partnership Taxation, Sales Tax, Payroll Taxes, Financial Statements, Accounting
Education
University of Phoenix
BS, Accounting
McGladrey LLP November 2014 - Present
Rim Starz Accounting Services LLC June 2008 - Present
Taryle & Associate January 2008 - December 2010
Skills
Bookkeeping, Tax Preparation, Tax Accounting, Tax, QuickBooks, Lacerte, Small Business, Preparation, Tax Returns, Partnership Taxation, Sales Tax, Payroll Taxes, Financial Statements, Accounting
Education
University of Phoenix
BS, Accounting
Nicole Lankford's McGladrey LLP Experience July 2006 - April 2014
Job at Lionel Sawyer & Collins
Industry Accounting
Experience
Lionel Sawyer & Collins May 2014 - Present
McGladrey LLP July 2006 - April 2014
Lewis Operating Co. April 1997 - June 2006
Skills
Auditing, US GAAP, GAAP, CPA, Internal Controls, Assurance
Education
University of Nevada-Las Vegas
BS, Accounting
DeVry 1992 — 1996
Acct
Lionel Sawyer & Collins May 2014 - Present
McGladrey LLP July 2006 - April 2014
Lewis Operating Co. April 1997 - June 2006
Skills
Auditing, US GAAP, GAAP, CPA, Internal Controls, Assurance
Education
University of Nevada-Las Vegas
BS, Accounting
DeVry 1992 — 1996
Acct
Mike Magdaleno, CPA, MAcc's McGladrey LLP Experience October 2012 - February 2014
Job Sr. Accountant at PACCAR, Kenworth Division
Industry Accounting
Experience
PACCAR 2014 - Present
McGladrey LLP October 2012 - February 2014
University of Nevada Reno August 2010 - May 2012
The Home Depot July 2005 - August 2010
Protomatics Inc. September 1999 - June 2005
Skills
Accounting, Microsoft Word, Auditing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Peachtree, Financial Reporting, Financial Accounting, Financial Analysis, Customer Service, Teamwork
Education
University of Nevada, Reno 2010 — 2012
Masters of Accountancy, Accounting
University of Nevada-Reno 2008 — 2010
Bachelor of Science, Accounting
Western Nevada College 2004 — 2008
Associate of Arts, General Studies
PACCAR 2014 - Present
McGladrey LLP October 2012 - February 2014
University of Nevada Reno August 2010 - May 2012
The Home Depot July 2005 - August 2010
Protomatics Inc. September 1999 - June 2005
Skills
Accounting, Microsoft Word, Auditing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Peachtree, Financial Reporting, Financial Accounting, Financial Analysis, Customer Service, Teamwork
Education
University of Nevada, Reno 2010 — 2012
Masters of Accountancy, Accounting
University of Nevada-Reno 2008 — 2010
Bachelor of Science, Accounting
Western Nevada College 2004 — 2008
Associate of Arts, General Studies
Geoff Juza's McGladrey LLP Experience February 2011 - Present
Job Assurance Supervisor at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP February 2011 - Present
Hogan - Hansen, P.C. February 2009 - November 2010
Skills
Tax
Education
University of Northern Iowa 2004 — 2009
Masters, Accounting
McGladrey LLP February 2011 - Present
Hogan - Hansen, P.C. February 2009 - November 2010
Skills
Tax
Education
University of Northern Iowa 2004 — 2009
Masters, Accounting
Jeremy Roberts's McGladrey LLP Experience February 2011 - April 2011
Job Senior Associate, Tax Services at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
Country Club of Landfall September 2008 - September 2012
PPD April 2012 - July 2012
UNC Wilmington August 2007 - May 2011
McGladrey LLP February 2011 - April 2011
Pi Kappa Alpha Lambda Phi Chapter January 2009 - December 2010
Skills
Accounting, Tax, Internal Audit, Tax Returns, Mergers & Acquisitions, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
University of North Carolina at Wilmington 2011 — 2012
Master's degree, Accounting
University of North Carolina at Wilmington 2007 — 2011
Business Administration, Accounting
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
Country Club of Landfall September 2008 - September 2012
PPD April 2012 - July 2012
UNC Wilmington August 2007 - May 2011
McGladrey LLP February 2011 - April 2011
Pi Kappa Alpha Lambda Phi Chapter January 2009 - December 2010
Skills
Accounting, Tax, Internal Audit, Tax Returns, Mergers & Acquisitions, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
University of North Carolina at Wilmington 2011 — 2012
Master's degree, Accounting
University of North Carolina at Wilmington 2007 — 2011
Business Administration, Accounting
Andrew Capistrant's McGladrey LLP Experience October 2007 - Present
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2007 - Present
ADC Telecommunications April 1999 - September 1999
Skills
Income Tax, Tax, Partnership Taxation, Tax Preparation, Tax Returns, S Corporations, Tax Research, Auditing, Tax Accounting
Education
University of Minnesota - Carlson School of Management 1997 — 2004
Masters of Business Taxation
University of Minnesota - Carlson School of Management 1989 — 1994
Bachelor of Science (B.S.), Accounting
McGladrey LLP October 2007 - Present
ADC Telecommunications April 1999 - September 1999
Skills
Income Tax, Tax, Partnership Taxation, Tax Preparation, Tax Returns, S Corporations, Tax Research, Auditing, Tax Accounting
Education
University of Minnesota - Carlson School of Management 1997 — 2004
Masters of Business Taxation
University of Minnesota - Carlson School of Management 1989 — 1994
Bachelor of Science (B.S.), Accounting
Jeremy Davern's McGladrey LLP Experience March 2012 - June 2012
Job Manager at Hamilton Associates, P.C.
Industry Accounting
Experience
Hamilton Associates, P.C. June 2012 - Present
McGladrey, LLP March 2012 - June 2012
Hamilton Associates, P.C. March 2008 - March 2012
Nox-Crete Products Group 2003 - 2008
Skills
Assurance, Tax, Financial Reporting, Audit, Accounting, Compliance, Auditing, Financial Modeling, Financial Analysis
Education
University of Nebraska at Omaha 2004 — 2008
BSBA, Accounting
Hamilton Associates, P.C. June 2012 - Present
McGladrey, LLP March 2012 - June 2012
Hamilton Associates, P.C. March 2008 - March 2012
Nox-Crete Products Group 2003 - 2008
Skills
Assurance, Tax, Financial Reporting, Audit, Accounting, Compliance, Auditing, Financial Modeling, Financial Analysis
Education
University of Nebraska at Omaha 2004 — 2008
BSBA, Accounting
Jeffrey I. Lipschutz, CPA's McGladrey LLP Experience May 2013 - Present
Job Business consultant at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP May 2013 - Present
McGladrey, LLP October 2011 - April 2013
McGladrey LLP November 2008 - September 2011
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I. Lipschutz, Ltd May 1979 - May 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath LP December 1961 - May 1974
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, CCH ProSystem fx, Go Systems Fast Tax, PowerPoint, QuickBooks, Mas 90, Sage Business Works, Caseware, Go Systems Audit, BNA Income Tax Planner, TValue, TaxInterest for Windows
Education
University of Pennsylvania - The Wharton School 1958 — 1961
Bachelor's degree, Accounting and Finance, 3.5
McGladrey LLP May 2013 - Present
McGladrey, LLP October 2011 - April 2013
McGladrey LLP November 2008 - September 2011
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I. Lipschutz, Ltd May 1979 - May 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath LP December 1961 - May 1974
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, CCH ProSystem fx, Go Systems Fast Tax, PowerPoint, QuickBooks, Mas 90, Sage Business Works, Caseware, Go Systems Audit, BNA Income Tax Planner, TValue, TaxInterest for Windows
Education
University of Pennsylvania - The Wharton School 1958 — 1961
Bachelor's degree, Accounting and Finance, 3.5
Peggy Champion's McGladrey LLP Experience June 1979 - Present
Job Billing Administrator at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP June 1979 - Present
Skills
Accounting, General Ledger, Financial Reporting, Auditing, Account Reconciliation, GAAP, Sarbanes-Oxley Act, Financial Statements, Tax, Tax Preparation, QuickBooks, Accounts Payable, Financial Accounting, Internal Controls, US GAAP, Accounts Receivable, Income Tax, Corporate Tax, Journal Entries, Tax Accounting
Education
University of Minnesota-Duluth 1981 — 1996
Bachelor's degree, Accounting
University of Minnesota-Duluth 1984 — 1994
Bachelor of Science (B.S.), Accounting
McGladrey LLP June 1979 - Present
Skills
Accounting, General Ledger, Financial Reporting, Auditing, Account Reconciliation, GAAP, Sarbanes-Oxley Act, Financial Statements, Tax, Tax Preparation, QuickBooks, Accounts Payable, Financial Accounting, Internal Controls, US GAAP, Accounts Receivable, Income Tax, Corporate Tax, Journal Entries, Tax Accounting
Education
University of Minnesota-Duluth 1981 — 1996
Bachelor's degree, Accounting
University of Minnesota-Duluth 1984 — 1994
Bachelor of Science (B.S.), Accounting
Bo Zhao's McGladrey LLP Experience October 2014 - Present
Job McGladrey LLP
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
DKN CPA Inc January 2013 - September 2014
Palmetto GBA April 2012 - December 2012
Ingersoll Rand February 2009 - May 2011
Education
University of South Carolina - Darla Moore School of Business 2007 — 2008
Master of Accountancy
University of South Carolina-Columbia 2003 — 2006
Bachelor of Science (B.S.)
McGladrey LLP October 2014 - Present
DKN CPA Inc January 2013 - September 2014
Palmetto GBA April 2012 - December 2012
Ingersoll Rand February 2009 - May 2011
Education
University of South Carolina - Darla Moore School of Business 2007 — 2008
Master of Accountancy
University of South Carolina-Columbia 2003 — 2006
Bachelor of Science (B.S.)