RSM McGladrey, Inc.
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. Headquarters: Chicago, IL Number of employees: 9,670 CEO: Joe Adams (2011–) Founded: 1926, Cedar Rapids, IA Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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RSM McGladrey, Inc. Employees
RSM McGladrey, Inc. October 2010 - Present
AEGON Americas June 2008 - October 2010
McGladrey June 2006 - June 2008
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, Financial Analysis, Internal Audit, External Audit, General Ledger, Due Diligence, Sarbanes-Oxley, Risk Management, Risk Assessment, Real Estate Lending, Financial Accounting, Banking, Financial Risk, Process Improvement, Financial Audits, Management, Customer Service, Account Reconciliation, Finance, Financial Statements
Education
Mount Mercy College
Bachelor's degree, Finance, General
RSM McGladrey, Inc. January 2003 - Present
Coscan Homes March 1994 - December 2002
Hospital Linen June 1982 - October 1994
Skills
Accounts Payable, Payroll, Accounting, Administrative..., Office Administration, Schedules, Travel, PowerPoint, Presentations, Proposal Writing, Insurance, tax return assembly, Microsoft Word, Microsoft Excel, QuickBooks, Auditing, Bookkeeping, Account Reconciliation, Financial Reporting, Tax, Budgets, Tax Preparation, Supervisory Skills
Education
Florida Atlantic University 2010 — 2012
Business Courses, Business Administration and Management, General
Broward Community College 2008 — 2011
Associate of Science (A.S.), Accounting, 3.9
McGladrey LLP September 2005 - Present
RSM McGladrey, Inc. September 2005 - November 2011
Ziner, Kennedy & Lehan, LLP November 1985 - September 2005
Skills
Commercial Real Estate, Real Estate Development, Real Estate Economics, LIHTC, Management, Real Estate Financing, Asset Management, Due Diligence, Mergers & Acquisitions, Financial Analysis, Real Estate
Education
Bentley University 1976 — 1980
BS, Accountancy
McGladrey May 2008 - Present
RSM McGladrey, Inc. March 2007 - Present
KPMG US January 2000 - February 2007
PwC January 1995 - December 2000
Intenal Revenue Service, Office of Chief Counsel October 1983 - November 1994
Education
Boston University School of Law 1999 — 2001
L.L.M., Taxation
American University, Washington College of Law 1980 — 1983
J.D., Tax Law
University of California, Los Angeles 1974 — 1978
B.A., American History (United States)
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 1996 - 2006
Heart of America 1994 - 1996
RSM McGladrey, Inc. 1990 - 1994
Education
St. Ambrose University 1987 — 1989
BA, Accounting & Business Administration
West High School
West High School
West High School
RSM McGladrey, Inc. 2008 - Present
Network Associates / McAfee March 2000 - January 2003
Acrux Integrated Solutions July 1999 - March 2000
Dell/ASAP Software June 1996 - July 1999
ITW Paslode 1994 - 1996
Pace Suburban Bus 1988 - 1994
Skills
Salesforce.com, Solution Selling, Lead Generation, Management, Business Development, CRM, Sales, Financial Analysis, Leadership, Process Improvement, Strategic Planning, Account Management, Strategy
Education
DePaul University 1991 — 1993
Bachelors, Marketing
ARAG North America 2005 - Present
RSM McGladrey, Inc. 2004 - 2005
Nextel Partners, Inc. 2000 - 2003
Eaton Corporation 1998 - 2000
Skills
Employee Benefits, Recruiting, Employee Relations, Benefits Administration, Deferred Compensation, Talent Management, Performance Management, Onboarding, HRIS, Succession Planning, Talent Acquisition, Human Resources, Coaching, Employee Engagement, Fundraising, Communication, Organizational Culture, Conflict Resolution, Public Speaking, Leadership Development, Leadership Development..., Strategic Thinking, Leadership, Management, Team Building, Organizational..., Strategy, Strategic Planning
Education
Iowa State University
B.S.
Iowa State University
MPA
Valley High School
Valley High School
iPEC - Institute for Professional Excellence in Coaching
McGladrey October 2013 - Present
RSM McGladrey, Inc. June 2009 - October 2013
Skills
Windows Server, Disaster Recovery, IT Management, IT Strategy, Cloud Computing, Active Directory, VMware, VMware ESX, Citrix, Virtualization, Servers, VMware Infrastructure, Storage Area Networks
Education
Illinois State University 2006 — 2009
Bachelor of Applied Science (BASc), Telecommunications Management
this time 2009 - Present
RSM McGladrey, Inc. November 2000 - April 2009
Rhino Toastmasters 2009 - 2009
Rhino Toastmasters 2009 - 2009
Rhino Toastmasters 2009 - 2009
Rhino Toastmasters 2002 - 2004
World Savings & Loan Association March 1993 - July 1998
Bank of America January 1986 - January 1992
Skills
Internal Controls, Enterprise Risk..., ACH, USA PATRIOT Act, Credit Cards, Branch Banking, Checks, Escheatment, Repossessions, Auditing, Accounting, Financial Analysis, Credit, Credit Analysis, Finance, Financial Risk, Financial Services, Financial Statements, GAAP, Internal Audit, Leadership, Loans, Management, Management Consulting, Process Improvement, Project Planning, Risk Management, SEC filings, Sarbanes-Oxley Act, Training, US GAAP
Education
University of Oregon - Charles H. Lundquist College of Business 1998 — 2000
MBA, Management Theory and e-Commerce
Grinnell College 1978 — 1982
BA, Economics
eCenter@LindenPointe November 2010 - Present
Grove City College June 2013 - Present
BuzzBurrito, LLC January 2013 - Present
Grove City College August 2011 - Present
Social Animal Media, LLC September 2010 - Present
Kiva.org August 2011 - January 2013
RSM McGladrey, Inc. September 2002 - February 2011
Salvagist.com March 2008 - August 2010
Manulife Financial June 2001 - September 2002
Skills
Entrepreneurship, Online Marketing, Coaching, Mentoring, E-commerce, New Media, Technology..., Stage Management, Theatre, Teaching, Entrepreneur, Social Media, Small Business, Public Speaking, Social Media Marketing, Marketing Strategy, Nonprofits, Fundraising, Management, Business Planning, Public Relations, Grant Writing, Marketing, Facebook, Training, Program Management, CRM, Business Strategy, Team Leadership, Sales, WordPress, Project Management, Analysis, Consulting, Project Planning, Strategy, Social Networking, Web Design, Leadership Development, Event Planning, Creative Direction, Marketing Communications, Staff Development, Time Management, Blogging, Event Management, Spanish, Social Entrepreneurship, Proposal Writing, Email Marketing
Education
Grove City College 1992 — 1997
B.A., Double Major: International Business and French with a minor in Political Science
Grove City Senior High School
McGladrey July 1996 - Present
RSM McGladrey, Inc. 1996 - 2011
Skills
Derivatives, Securities, Fund Of Funds, Financial Services, SEC, Fixed Income, Hedge Funds, Alternative Investments, Equities, Valuation, Fund Accounting, Private Equity, Financial Reporting, Accounting, Auditing, CPA, Sarbanes-Oxley Act, Finance, Mutual Funds, Financial Structuring, Financial Advisory, Due Diligence
Education
Skidmore College 1992 — 1996
BS, Accounting, Finance
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
Dillon Consulting Services LLC February 2006 - Present
RSM McGladrey, Inc. February 1991 - January 2006
Laventhol & Horwath May 1987 - November 1990
Price Waterhouse 1985 - 1987
Mid-America Appraisal and Research Corp. November 1976 - March 1985
Lester B. Knight & Associates, Inc. January 1974 - October 1976
Illinois Department of Transportation, Division of Aeronautics April 1971 - December 1973
U.S. Army 1969 - 1971
Skills
Board Governance, Non-Profit Financial..., Real Estate Analysis, Military Protocol, Aviation/Airport..., Policy Analysis, Media Relations, Project Management, New Business Development, Management Consulting, Writing, Peer Learning Systems, Broadcasting, Leadership, Analysis, Commercial Real Estate..., Military, Broadcast, Real Estate Development, Management, Process Improvement, Public Speaking, Coaching, Project Planning, Strategic Finance, Due Diligence, Executive Management, Business Development, Program Management, Strategic Planning, Risk Management, Acquisition Integration, Economic Development, Non-profits, Government, Mergers & Acquisitions, Business Strategy, Nonprofits, Start-ups, Consulting, Leadership Development, Small Business, Budgets, Organizational..., Negotiation, Strategy, Executive Coaching, Market Research, Executive Development, Exit Strategies
Education
University of Southern California 1969 — 1969
Advanced Grad. Study in Systems Management--Ft. Rucker, AL Branch
Northern Illinois University 1967 — 1968
M.S.
John Carroll University 1963 — 1967
A.B.
AT&T May 2015 - Present
AT&T September 2013 - May 2015
StoneRiver December 2009 - December 2012
MarketSource Inc. August 2002 - November 2012
StoneRiver March 2009 - December 2009
Fiserv Insurance Solutions September 2004 - March 2009
Qualxserv May 2004 - September 2004
RSM McGladrey, Inc. 2003 - 2004
Clifton Gunderson LLP January 2002 - September 2002
Intermec Technologies April 2000 - December 2001
Skills
Software Documentation, Business Analysis, Process Improvement, Training, Analysis, Customer Service, Troubleshooting, Quality Assurance, Technical Support, Customer Satisfaction, Access, Business Process..., Databases, Help Desk Support, Microsoft Excel, Team Building, SharePoint, Call Centers, Requirements Gathering, Escheatment, Salesforce.com, Microsoft Word, Retail Sales, Accounting, System Administration, Microsoft Office, Computer Hardware, CompTIA A+ Certification, Technical Demonstrations, Consulting, Hands-on Training, Microsoft SQL Server, Accounts Payable, Property, Software Training, Break Fix, QuickBooks, FRx, Compliance, Instructor-led Training, Software Quality..., Unclaimed Property, F9, Notepad++, Consultative Selling..., Insurance Software, Desktop Application..., Demonstration Skills, Motive Service..., Software Development
Education
Eagle Grove High School 1983 — 1987
High School
University of Northern Iowa 1987 — 1992
Bachelor's Degree, Accounting
Kirkwood Community College 2000 — 2004
PC Programming
McGladrey October 2013 - Present
McGladrey September 2008 - September 2013
RSM McGladrey, Inc. 2007 - August 2008
RSM McGladrey, Inc. January 2003 - 2007
Rapid Process Management, Inc. June 2001 - November 2002
McGladrey & Pullen, LLP 2000 - 2001
McGladrey & Pullen, LLP 1999 - 2000
McGladrey & Pullen, LLP 1997 - 1999
Skills
Sales Operations, Sales Management, Corporate Communications, Internal Communications, Project Management, Program Management, Process Improvement, Meeting Planning, Business Development, Leadership, Training, Competitive Analysis, Win-loss Analysis, Business Strategy, Salesforce.com, CRM, SharePoint, Management, Strategy
Education
Roosevelt University 2005 — 2009
Bachelor of Professional Studies, Organizational Communications
Crescent Electric Supply October 2013 - Present
Chief Information Officer (CIO) / Chief Technology Officer (CTO) February 2013 - September 2013
MyGroceryDeals.com, Inc. / Grocery Server September 2008 - January 2013
The Lemke Group November 2006 - September 2008
Data Builder, Inc. November 2002 - November 2006
RSM McGladrey, Inc. August 2001 - October 2002
The Lemke Group, Inc. 1998 - 2001
Opis/SalesLogix Corporation 1991 - 1998
Nurseware Systems, Inc 1989 - 1991
DFM Systems, Inc. 1984 - 1991
Skills
Cloud Computing, Enterprise Software, Web Services, Strategic Planning, Leadership, Mobile Applications, Enterprise Architecture, Agile Methodologies, Software Project..., Product Management, Software Development, Start-ups, Mobile Devices, jQuery, .NET, Disaster Recovery, AJAX, Program Management, Marketing Strategy, Entrepreneurship
Education
Drake University 1980 — 1984
CF Industries April 2014 - Present
Wolters Kluwer May 2013 - April 2014
Mondelez International May 2012 - May 2013
Wolters Kluwer March 2012 - May 2012
Lawter, Inc May 2011 - February 2012
Komatsu America Corp June 2008 - April 2011
RSM McGladrey, Inc. July 2007 - June 2008
Shure Inc September 2006 - July 2007
Ball Horticultural April 2005 - September 2006
GATX February 2004 - April 2005
Skills
Manufacturing, Automotive, Horticulture, SAP, ABAP, Cross-functional Team..., Project Execution, Infrastructure Planning, Project Management, Data Migration, SAP ERP, Business Process, SAP Implementation, Infrastructure, Business Process..., Integration, SAP R/3, PMP, Outsourcing, Program Management, Enterprise Software, SharePoint, PMO, SAP Netweaver, Testing, ERP, EDI, Oracle, Process Improvement, SAP Portal, Materials Management, Business Intelligence, Databases
Education
Purdue University 1991 — 1992
MSME, Mechanical Engineering - Design, 3.7/4.0
Purdue University 1985 — 1990
BSME, Mechanical Engineering
Schlesinger Associates June 2013 - Present
Madison School District December 2012 - August 2013
Verisight, Inc. July 2011 - October 2012
RSM McGladrey, Inc. October 2005 - July 2011
American Express January 2005 - October 2005
Skills
Customer Service, Receptionist Duties, Microsoft Office, Interpersonal Skill, Lotus Notes, Database Admin, Phlebotomy, Patient Care Technician, Cpr Certified, First Aid Certified, Administrative..., Relius Administration, Benefits Administration
Education
Gateway Community College 2007 — 2008
Patient Care Technician, Practical Nursing, Vocational Nursing and Nursing Assistants
camelback High School
Marcum LLP February 2013 - Present
GRASSI & CO. February 2012 - February 2013
RSM McGLADREY, INC. November 2006 - February 2012
RSM McGladrey November 2006 - February 2012
McGladrey & Pullen November 2006 - February 2012
McGladrey November 2006 - February 2012
BDO Seidman, LLP February 1997 - November 2006
Loeb & Troper January 1995 - February 1997
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, CPA, GAAP, Tax, Financial Analysis, Financial Accounting, US GAAP, General Ledger, Income Tax, Accounts Receivable, Financial Statements, Internal Audit, Accounts Payable, Tax Accounting, Tax Preparation, Corporate Tax, External Audit, Assurance, Forensic Accounting
Education
Hofstra University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Hofstra University 1990 — 1994
Retired July 2013 - Present
Baker Tilly Virchow Krause, LLP September 2010 - July 2013
Egan Company February 2008 - December 2009
PricewaterhouseCoopers 2005 - 2007
McGladrey & Pullen 1993 - 2006
RSM McGladrey, Inc. 1993 - 1996
Skills
Mergers, Financial Analysis, CPA, Business Strategy, Enterprise Risk..., Budgets, Financial Modeling, Sarbanes-Oxley Act, SEC filings, New Business Development, Business Development, Mergers & Acquisitions, Financial Reporting, Strategic Financial..., Corporate Finance, Internal Controls, Leadership, Strategy, GAAP, Tax, Banking, Business Process..., Auditing, Private Equity, Start-ups, Process Improvement, Finance, US GAAP, Internal Audit
Education
Minnesota State University, Mankato 1970 — 1974
B.S., Accounting/Business Admin.
Worthington High School
College of DuPage September 2014 - Present
Scruples Professional Salon Products October 2012 - Present
DeVine DeZine Hair Loss Studio January 2000 - Present
BP 2007 - 2009
RSM McGladrey, Inc. 2004 - 2007
Ameritech October 1996 - January 2001
Skills
Marketing, PowerPoint, Microsoft Word, Fashion, Customer Service, Team Building, Coaching, Sales, Management, Public Speaking, Cosmetics, Training, Microsoft Office, Leadership, Entrepreneurship, Team Leadership, Microsoft Excel, Employee Training, Fundraising, Accounting, Budgets, Event Management, Event Planning, Marketing Strategy, Retail, Social Media Marketing, Social Networking, Strategic Planning, Advertising, Hair Care, Merchandising, Cosmetology
Education
National American University 2012 — 2014
Associate of Arts and Sciences (AAS), Health and Beauty Management
Empire Beauty School-Lisle 2012 — 2012
License, Education
Paul Mitchell Hair and Skin Academy 2007 — 2011
Cosmetology, Esthetics
Benedictine University 2001 — 2003
Business Administration
Allegis Group March 2012 - Present
SB & Company, LLC June 2008 - March 2012
RSM McGladrey, Inc. January 2007 - February 2008
Skills
QuickBooks, Bookkeeping, Tax Preparation, Tax Returns, Corporate Tax, Financial Statements, Auditing, Tax, Sarbanes-Oxley Act, General Ledger, Internal Controls, Financial Accounting, Financial Reporting
Education
Loyola College in Maryland 2002 — 2006
Bachelors of Business Administration, Accounting
LJ Evans & Co. September 2003 - Present
KPMG April 2011 - October 2011
Meaden & Moore January 2009 - March 2011
RSM McGladrey, Inc. October 2007 - December 2008
PricewaterhouseCoopers August 1995 - August 2003
KPMG January 1994 - July 1995
Lawrence Evans & Co. September 1991 - December 1993
Arthur Andersen September 1979 - August 1991
Skills
Accounting, Tax, Sales Tax, Income Tax, Strategic Financial..., Retirement Planning, Financial Planners, Small Business, Personal Financial..., Tax Research, Due Diligence, Financial Modeling, CPA, Internal Controls, Start-ups, Corporate Tax, Income Tax Planning, State Tax, Insurance, Business Process..., Financial Planning, Management, Partnership Taxation, Strategic Planning, Tax Accounting, Tax Preparation
Education
Case Western Reserve University 1975 — 1979
B.S., Accounting
St. Joseph High School
David Morse & Associates August 2013 - July 2014
Adecco Staffing, USA January 2013 - August 2013
RSM McGladrey, Inc. April 2005 - June 2011
Act 1 and Apple One Employment Firms 2004 - 2005
Burbank Community FCU aka UMe FCU 1998 - 2002
Skills
Outlook
Education
East San Gabriel Valley Regional Occupational Program 2012 — 2012
Certificate, Computer MS Office 2007
Hacienda La Puente Adult Education 2003 — 2003
Certificate, Computer MS Office 2000
Central Washington University
Masters, Fine Arts
Central Washington University
Bachelor of Arts, Fine Arts
Suddenly Free, Inc. May 2011 - Present
lia sophia 2007 - Present
RSM McGladrey, Inc. 2000 - 2003
Skills
Social Media Marketing, System Administration, Public Speaking, Event Planning, New Business Development, Small Business, Advertising, Online Marketing, Event Management, Administration, Strategic Planning, Marketing, Social Networking, Social Media, Leadership, Sales Management, Entrepreneurship, Marketing Strategy, Business Planning, Public Relations, Retail, Business Development, Coaching, Trade Shows, Fundraising, Hospitality, Customer Service, Training, Microsoft Publisher, Budgets, Team Building, Auditing, Sales, Real Estate, Blogging, Fashion, Leadership Development, Marketing Communications
Education
Metropolitan State University
Bachelors, Business Management
McGladrey LLP 1988 - Present
RSM McGladrey, Inc. October 1988 - October 2011
Swenson & Clark January 1980 - September 1988
Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Due Diligence, Partnership Taxation, Mergers, Tax Advisory, Internal Controls, GAAP, US GAAP, SEC filings, Income Tax, CPA, Tax Preparation, Accounting, Auditing, Mergers & Acquisitions, International Tax, Revenue Recognition, Financial Analysis, Private Equity
Education
University of Chicago GSB 2002 — 2005
Business
Golden Gate University
MS, Taxation
California State University-Northridge 1975 — 1979
PCE ● Investment Banking ● ESOP ● Valuation ● Advisory 2012 - Present
Value Driven, LLC April 2009 - April 2011
RSM McGladrey, Inc. May 2008 - April 2009
Sheldrick, McGehee & Kohler, LLC February 1999 - March 2008
Skills
Business Valuation, Valuation, Mergers & Acquisitions, Forensic Accounting, Litigation Support, Financial Analysis, Investment Banking, Tax, ESOP, Estate Planning, Management Consulting, Due Diligence, Accounting, Financial Advisory, Private Equity, Analysis
Education
Jacksonville University 1995 — 1999
Bachelor of Science, Finance, Economics
IAG Commercial August 2015 - Present
Strategic Facility Solutions, LLC March 2011 - Present
Coldwell Banker Commercial Griffin Companies June 2012 - July 2015
Bayshore Partners February 2012 - April 2013
Capella University August 2010 - February 2011
Hennepin County January 2010 - August 2010
RSM McGladrey, Inc. 1998 - 2009
Bayport Properties September 1995 - November 1998
The Shelard Group March 1994 - September 1995
Northwest Airlines April 1987 - March 1994
Skills
Construction Management, Construction, Real Estate, Facilities Management, Procurement, Lease Administration, Real Estate Development, Leases, Corporate Real Estate, Negotiation, Budgets, Contract Management, Analysis, Tenant, Commercial Real Estate, Strategy, Project Planning, Property Management, Operations Management, Project Management, Interior Design, Strategic Planning, Due Diligence, Management, Property, Location Intelligence, Disposition, Business Development, Landlords, Renovation, Lease Negotiations, Contract Negotiation, Financial Analysis, Asset Management, Real Estate Transactions, Real Estate Economics, Investment Properties
Education
Iowa State University 1980 — 1984
Bachelor of Arts (B.A.), Architecture
Iowa State University 1980 — 1984
Bachelor's degree in Architecture, Architecture
US Bank December 2013 - Present
Xcel Energy July 2012 - November 2013
McGladrey & Pullen, LLP August 2008 - July 2012
RSM McGladrey, Inc. February 2006 - August 2008
Skills
Tax, Tax Accounting, Tax Research, Corporate Tax, Tax Preparation, Partnership Taxation, Income Tax, Financial Reporting, GAAP, SEC filings, Tax Compliance, Fixed Assets, FIN 48, Financial Accounting, FAS109, Account Reconciliation, Variance Analysis, US GAAP, Accounting, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, Tax Returns, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master's of Business Taxation, Master's of Business Taxation
College of St. Catherine 2006 — 2008
Bachelor of Science, Accounting
The University of Montana 2006 — 2008
Bachelor of Science (B.S.), Accounting
McGladrey May 2010 - Present
RSM McGladrey, Inc. December 2000 - April 2010
Keller Bruner & Company, LLP October 1996 - November 2000
Keller Bruner & Company, LLP May 1984 - September 1996
Skills
CPA, Accounting, Financial Reporting, Financial Analysis, Budgets, Auditing, SEC filings, US GAAP, Finance, Financial Accounting, Internal Controls, Corporate Tax, Revenue Recognition, GAAP, Sarbanes-Oxley Act, Financial Statements, Payroll, Income Tax, Tax, Tax Accounting, Internal Audit, Corporate Finance, General Ledger, Financial Audits, External Audit, Mergers & Acquisitions, Due Diligence, Variance Analysis, Financial Modeling, Strategic Financial..., Managerial Finance
Education
Shepherd University 1980 — 1984
Standard Register August 2013 - Present
WorkflowOne February 2010 - August 2013
RSM McGladrey, Inc. October 2005 - April 2009
American Express Tax & Business Services July 2002 - September 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
M.S., Taxation
The Ohio State University Fisher College of Business 1997 — 2002
B.S., Accounting & Finance
Miami East High School
Beryl R Cook November 2013 - Present
Chicago Extruded Metals September 2005 - November 2013
RSM McGladrey, Inc. February 2001 - August 2005
Leader Automotive, Inc. December 1998 - January 2001
Old World Industries 1988 - 1998
Great Lakes Chemical Company 1981 - 1988
Stepan 1977 - 1981
Skills
Accounting, Financial Analysis, Management Consulting, Cost Accounting, Forecasting, ERP, Process Improvement, Financial Reporting, Auditing, Budgets, Sarbanes-Oxley Act, Manufacturing, Internal Audit, Strategic Planning, Analysis, Business Process..., GAAP, Managerial Finance, Financial Accounting, Internal Controls, Change Management, Mergers & Acquisitions, Strategy, Cash Management, Management, Risk Management, Variance Analysis, Consolidation, Cash Flow, SEC filings, Cash Flow Forecasting, Due Diligence, Financial Forecasting, US GAAP, Financial Audits, Fixed Assets, Business Valuation, Acquisition Integration, Sarbanes-Oxley, Human Resources, Finance, General Ledger, Financial Modeling, Executive Management, Treasury Management, Working Capital..., Tax, Treasury, Forensic Accounting
Education
DePaul University
MBA, Management Accounting
Hennepin County June 2015 - Present
McGladrey March 2011 - June 2015
My Small Business Support, LLC October 2009 - April 2011
RSM McGladrey, Inc. September 2006 - March 2009
RSM McGladrey September 1998 - August 2006
Skills
Project Management, IT Management, Strategy, Active Directory, Budgets, Technical Support, Information Technology, Cloud Computing, Time Management, Management Consulting, Hardware, Networking, Management, System Administration, Training, Leadership, Customer Service, Computer Hardware, SharePoint
Education
Minnesota State University, Mankato 1993 — 1998
BS, International Business
Minnesota State University, Mankato 1993 — 1998
BS, Spanish
Minnesota State University, Mankato 1993 — 1998
Minor, Marketing
Minnesota State University, Mankato 1993 — 1998
Minor, Economics
Christopher A. Enright, CPA, PLC January 2005 - Present
RSM McGladrey, Inc. September 2001 - January 2005
Penta Advisory Services August 2000 - September 2001
KPMG August 1999 - August 2000
ViaSystems Technologies Corp., LLC September 1996 - August 1999
American Express Tax & Business Services November 1988 - May 1996
Data I/O Corp October 1987 - September 1988
The Boeing Company May 1984 - October 1987
Northwest Administrators September 1983 - March 1984
Skills
Accounting, Insurance, Real Estate, Mergers & Acquisitions, Tax, Tax Preparation, Strategic Financial..., Corporate Tax, Small Business, Strategic Planning, Financial Analysis, Professional Services, Tax Returns, Finance, CPA, Strategy, Management, Due Diligence, QuickBooks, Start-ups, Financial Planning
Education
Golden Gate University 1985 — 1988
Masters, Taxation
University of Washington 1978 — 1983
BA, Economics
University of Washington, Michael G. Foster School of Business 1978 — 1983
BA, Accounting
BKD CPAs & Advisors November 2007 - Present
Gregory Financial Group, LLC October 2001 - November 2007
RSM McGladrey, Inc. 1996 - 2001
Skills
Mergers, Due Diligence, Investment Banking, Business Services, Transaction, Structuring, Financial Modeling, Financial Analysis, Strategic Planning, Business Planning, Private Equity, Business Strategy, Corporate Finance, Process Improvement, Funding, Restructuring, Budgeting, Management Consulting, Negotiation, New Business Development, Deal Structuring, Financial Transactions, Financial Structuring, Budgets, Mergers & Acquisitions, Financial Advisory, Business Valuation, Series 7, Financial Reporting, Venture Capital, Mutual Funds, Strategic Financial..., Portfolio Management, Finance, Valuation, Start-ups, Capital, Accounting, Private Placements, LBO, Acquisitions, Corporate Development, Recapitalizations, Leveraged Finance, Divestitures, Growth Capital, Middle Market, Buyouts, M&A experience, Capital Raising
Education
Keller Graduate School of Management of DeVry University 1991 — 1993
MBA, Finance
DePaul University 1986 — 1989
BS, Accountancy
St. Viator High School 1982 — 1985
Financial and Operations Consultant 2015 - Present
Ascensus January 2013 - 2014
ExpertPlan 2010 - 2012
Univers Workplace Benefits 2006 - 2010
RSM McGladrey, Inc. 2005 - 2006
ADP 1995 - 2005
Skills
Mergers & Acquisitions, 401k, Employee Benefits, Strategy, Finance, Start-ups, Financial Services, Retirement, Business Planning, Leadership, Outsourcing, Strategic Planning, CRM, Financial Analysis, Forecasting, Due Diligence, Sales, New Business Development, Investments, Business Strategy, Financial Reporting, Human Resources, Accounting, Retirement Planning, Relationship Management, Process Improvement, Mutual Funds, Insurance, Risk Management, Pensions, Portfolio Management, Securities, Wealth Management, Business Profitability, Private Equity, IT Strategy, Turnaround Strategy, International Business
Education
La Salle University - School of Business Administration
MBA, Finance/Tax
La Salle University - School of Business Administration
BS, Finance/Accounting
Axiom Consulting Partners August 2007 - Present
RSM McGladrey, Inc. 2005 - 2007
Constellation Energy 2003 - 2005
Mercer Human Resource Consulting 1999 - 2003
Baan Company 1998 - 1998
Sibson Consulting 1994 - 1998
Philip Morris USA 1989 - 1992
Skills
Organizational Design, Deferred Compensation, Strategy, Business Strategy, Acquisition Integration, HR Consulting, Workforce Planning, Talent Management, Performance Management, Employee Engagement, Organizational..., Organizational..., Talent Acquisition, Executive Pay, HRIS, Mergers, Change Management, Leadership Development, Executive Coaching, Restructuring, Human Capital, Management Consulting, Incentive Programs, Strategic Planning, Executive Development, Total Rewards, Sales Compensation, Compensation Structures, HR Transformation, Compensation & Benefit, Career Development, Culture Change, Non-profits
Education
Cornell University (Bachelors), Columbia University (Masters)
Cornell University 1983 — 1987
BS, Industrial & Labor Relations
Columbia University in the City of New York 1992 — 1994
MA, Organizational Psychology
athenahealth March 2015 - Present
Grand Circle Corporation July 2012 - October 2014
Myriant Corporation August 2009 - July 2012
RSM McGladrey, Inc. January 2007 - June 2009
WB Mason September 2004 - January 2007
Ricoh Business Systems September 2002 - September 2004
NMS Communications September 2000 - September 2002
Skills
Talent Acquisition, Onboarding, Recruiting, Performance Management, Employee Relations, Deferred Compensation, Human Resources, HR Policies, Coaching, College Recruiting, Compensation & Benefit, Employee Benefits, Employee Engagement, FMLA, HRIS, Management, New Hire Orientations, Personnel Management, Policy, Program Management, Succession Planning, Talent Management, Training, Applicant Tracking..., Compensation & Benefits, Leadership
Education
Emmanuel College 2007 — 2011
Master’s Degree, Human Resources Management
Framingham State University
Bachelor of Science, Business Administration
TruPay Corporation January 2005 - Present
RSM McGladrey, Inc. January 2002 - January 2005
KeyBank July 1984 - November 2000
Skills
Employee Benefits, Microsoft Word, Customer Service, Payroll, Accounting, Training, Account Management
Education
Ball State University 1978 — 1982
BS, Finance
C. G. Bretting Manufacturing Company, Inc. 2010 - Present
L. Harris Partners, LLC 2012 - Present
RSM McGladrey, Inc. 2001 - 2010
Hitchcock Industries, Inc 1999 - 2001
Horton, Inc. 1997 - 1999
Cross Pointe Paper Corporation (Noranda Forest Inc. and Pentair Inc.) 1992 - 1995
Niagara of Wisconsin Paper Corporation (Pentair Inc.) 1976 - 1992
Skills
Strategic / Tactical..., Strategic Planning, Tactical Planning, Project / Program..., Project Management, Program Management, Program Development, Organizational..., Organizational..., Organizational Design, Turnaround Management, Turn Around Management, Turnaround Experience, Budgeting / Forecasting, Budget Monitoring, Forecasting, Budget Forecasts, Manufacturing Cost..., Manufacturing Cost, Cost Reduction..., Process / Capital..., Business Process..., Capital Improvement, Risk Assessment / Root..., Risk Assessment, Root Cause Analysis, Procurement / Vendor..., Procurement, Vendor Management, M&A / Due Diligence /..., Mergers & Acquisitions, M & A experience, Due Diligence, Integration, Lean / Flexible..., Lean Manufacturing, Flexible Manufacturing, Continuous Improvement, Process Flow /..., Process Optimization, Benchmarking / Best..., Benchmarking, Best Practices, Global Regulatory..., Conflict Management /..., Conflict Management, Conflict Resolution, Cross-functional Talent..., Cross-functional Team..., Mentoring
Education
Northern Michigan University
BS, Economics, Mathematics
University of Chicago, Graduate School of Business
Executive Studies
RSM McGladrey, Inc. 1971 - 2010
McGladrey & Pullen 1971 - 2010
Skills
Internal Controls, Auditing, CPA, Accounting, GAAP, SEC filings, Forecasting, Financial Analysis, Financial Accounting, US GAAP, Tax, SEC Filings
Education
St. John's University 1967 — 1971
Bachalor of Science, Economics and Accounting, 3.5
Enterprise Bank & Trust July 2012 - Present
Energy Management Resources January 2011 - July 2012
Coffman Group August 2009 - December 2010
mymarketplan.com January 2008 - December 2010
RSM McGladrey, Inc. 1995 - 2007
McGladrey 1995 - 2007
State of South Dakota 1980 - 1995
Skills
CRM, Sales Management, Sales Process, Database Management, Public Speaking, Twitter, Blogging, New Business Development, Negotiation, Banking, Commercial Banking, ACH, Wire Transfers, Cash Flow, Cash Management, Cash Flow Lending, Positive Pay, Lockbox, Merchant Banking, Merchant Services, Remote Deposit Capture, Depository Services, Check 21, EDI, Loan Origination, Loan Servicing, Lines Of Credit, Revolving Lines of..., Bridge Loans, Loans, Sales, NACHA, Merchant Card Processing, DDA, Check Fraud, Lead Generation, Business Development, Marketing, Commercial Lending, Small Business, Mergers & Acquisitions, Small Business Lending, Treasury Management, Marketing Strategy, Credit
Education
Metropolitan State University 2001 — 2004
Oracle June 2013 - Present
Xactly Corporation September 2012 - February 2013
StoneRiver February 2012 - September 2012
Navigator Business Solutions September 2010 - February 2012
RSM McGladrey, Inc. 2008 - August 2010
TouchStar Connect May 2007 - March 2008
Data-tel Information Solutions 2007 - 2008
Integra (Eschelon) 2006 - 2007
tw telecom, inc. 2000 - 2004
Skills
ERP, CRM, SaaS,..., SaaS, ERP, Cloud Computing, Software Sales, Salesforce.com, Solution Selling, Lead Generation, VOD, Cold Calling, Sales, CRM, Software Industry, Networking, Enterprise Software, Selling, Sales Process, Direct Sales, Professional Services, Consulting, Account Management
Education
Colorado State University 1993 — 1998
BA, Technical Journalism
Novogradac & Company LLP August 2011 - Present
RSM McGladrey, Inc. January 2008 - July 2011
McGladrey & Pullen January 2008 - July 2011
Skills
Financial Reporting, Accounting, US GAAP, Internal Controls, Assurance, Auditing, Financial Accounting, Accounting Research
Education
Notre Dame College
Bachelor of Arts (B.A.), Accounting
Huron Consulting Group July 2014 - Present
Huron Consulting Group January 2014 - July 2014
The Frankel Group July 2013 - January 2014
Sialix, Inc. January 2013 - June 2013
MIT Sloan School of Management September 2011 - May 2013
Infinity Pharmaceuticals June 2012 - August 2012
RSM McGladrey, Inc. March 2009 - July 2011
Duff & Phelps July 2007 - March 2009
Cambridge Associates February 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Private Equity, Business Valuation, Data Analysis, Mergers, Competitive Analysis, Management Consulting, Analytics, Business Strategy, Market Research, Forecasting, Entrepreneurship, Economics, Investments, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
MBA
Bentley University 2003 — 2007
BS, Economics-Finance
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo 2005 - 2007
RSM McGladrey, Inc. 2004 - 2005
Allmerica Financial dba Laurus Financial Group 2002 - 2003
First Pacific Associates 1998 - 2002
Northwest National Bank 1993 - 1998
Education
Portland State University
B. S
The University of Montana
Institute of Certified Bankers
ACAMS Association of Compliance and Anti-Money Laundering Specialists
CAMS
BAI Organization
AMLP
AgriBank (St. Paul, MN) April 2014 - Present
ProPartners Financial July 2010 - April 2014
RSM McGladrey, Inc. October 1994 - June 2009
Creston Medical Clinic PC January 1991 - October 1994
Skills
Account Reconciliation, Financial Analysis, Financial Reporting, Accounting
Education
Robert Morris College 1986 — 1987
Associate's Degree in Applied Science, Administrative Secretarial
Michigan State University September 2010 - May 2011
RSM McGladrey, Inc. June 2009 - August 2009
Skills
Accounting, Auditing, CPA, Microsoft Excel, Access, Microsoft Word, QuickBooks, PowerPoint, Financial Analysis, Microsoft Office, Financial Reporting, Data Analysis
Education
Michigan State University 2010 — 2011
Masters, Accounting
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelors, Accounting
Larry A. Clark, CPA January 2009 - Present
RSM McGladrey, Inc. 2001 - 2008
Belk Stores Services, inc. 1996 - 2001
Skills
Accounting, Tax, Financial Analysis, Sales Tax, Strategic Financial..., CPA, Tax Accounting, Managerial Finance, Tax Preparation, Financial Accounting
Education
Northeastern University
Business
University of North Carolina at Charlotte
BS, Accounting
Value Drivers, LLC July 2015 - Present
L. Harris Partners, LLC October 2009 - June 2015
RSM McGladrey, Inc. September 2006 - April 2009
S.C. Johnson & Son, Inc. November 2001 - August 2006
S.C. Johnson & Son, Inc. June 1998 - October 2001
S.C. Johnson & Son, Inc. October 1994 - June 1998
Johnson Outdoors, Inc. September 1993 - September 1994
Johnson Outdoors, Inc. August 1992 - September 1993
SC Johnson Family Office June 1989 - August 1992
S.C. Johnson & Son, Inc. March 1985 - February 1989
Skills
Strategic Planning, Net Promoter Score, Organic Growth..., Business Development, Financial Analysis, Business Planning, Management, Succession Planning, Competitive Analysis, Strategy, Executive Management, Internal Controls, Mergers & Acquisitions, Leadership, Finance, Consumer Products, Marketing, Professional Services, Financial Modeling, New Business Development, Budgets, Cross-functional Team..., Management Consulting, Restructuring, Leadership Development, Coaching, Consulting, Client Loyalty, European Operations, Meeting Facilitation, Internal Operations, Survey Development, conversational French
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA
Franklin & Marshall College 1972 — 1976
BA
Distinctive Iron, LLC October 2011 - Present
CorTalent November 2011 - Present
RSM McGladrey, Inc. December 2007 - July 2010
Swan Ornamental Iron, Inc. 1999 - 2006
Skills
Onboarding, Applicant Tracking..., Talent Management, Employee Benefits, Talent Acquisition, Human Resources, Technical Recruiting, Recruiting, Customer Service, Account Management, Policy, Employee Relations, Interviews, Consulting, Workforce Planning, HRIS, Personnel Management, Performance Management, Training, Negotiation, Executive Search, Business Strategy, Sourcing
Education
HR Certification Institute 2009 — 2009
Certificate, SPHR Designation
Concordia University-St. Paul 1997 — 1999
BA, Technology Management
Next Of Kin Registry August 2008 - Present
First American Title 2011 - August 2014
RSM McGladrey, Inc. August 2010 - October 2010
Hope Network - First Baptist Church of Raytown, MO August 2008 - April 2010
Verus Financial, LLC April 2009 - October 2009
First Citizens Bank January 2003 - May 2008
FDIC 1985 - 2002
HUD August 1984 - May 1985
International Headquarters - Church of the Nazarene May 1981 - July 1984
Skills
SharePoint, TeamMate, Financial Analysis, Internal Controls, Sarbanes-Oxley, Access, Microsoft Excel, Outlook, Internal Audit, Auditing, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Enterprise Risk..., Banking, Management, Project Planning, Process Improvement, SAP, Forecasting, Leadership, Accounting, Finance, Financial Accounting, Accounts Payable, Policy, Account Reconciliation, Strategy, Risk Assessment, Program Management, Project Management, Tax, Financial Statements, Analysis, Managerial Finance, Government, Budgets, Business Process..., General Ledger, Variance Analysis, Cash Management, Strategic Planning, Customer Service, Team Building, Training, Public Speaking, Microsoft Office, Consulting
Education
Kauffman FastTrac 2015 — 2015
Certificate, Entrepreneurship/Entrepreneurial Studies
MidAmerica Nazarene University 1977 — 1981
BA, Business Administration
Lafayette High School 1973 — 1977
CC Industries, Inc. June 2015 - Present
McGladrey LLP October 2012 - May 2015
McGladrey LLP January 2011 - July 2012
RSM McGladrey, Inc. January 2008 - December 2010
RSM McGladrey, Inc. 2006 - 2008
Skills
Tax Research, Corporate Tax, CPA, Tax, Income Tax, Partnership Taxation, Tax Preparation, US Tax, Tax Accounting, Tax Returns, Accounting, Tax Advisory, S Corporations, Financial Accounting, Tax Law, SEC Filings, Internal Controls, External Audit, Auditing, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Masters, Tax
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Accountancy
Niles West
Foulger Pratt July 2012 - Present
Lockheed Martin August 2008 - July 2012
RSM McGladrey, Inc. January 2006 - August 2008
Robins & Associates, LLP August 2004 - December 2005
Skills
Finance, Financial Analysis, Financial Reporting, Financial Accounting, Tax Accounting, Income Tax
Education
Long Island University
MBA
City University of New York-Herbert H. Lehman College
B.S, Accounting
Northrop Grumman Information Systems February 2011 - July 2013
MD Pennysaver September 2010 - December 2010
Healthcare Resolution Services, Inc. April 2009 - September 2010
Avatech Solutions April 2006 - January 2009
VIACK Corporation April 2005 - April 2006
Dell Perot Systems May 2003 - April 2005
RSM McGladrey, Inc. September 2001 - May 2003
Wachovia June 1998 - September 2001
Skills
Project Coordination, Project Implementation, Project Execution, MS Project, Remedy, Metrics Analysis, Problem Analysis, Quality Assurance, Document Management, Corporate Communications, Microsoft Office, PowerPoint, Excel, Writing, Marketing Communications, Marketing Strategy, Salesforce.com, Goldmine, Photoshop, Microsoft Excel, Project Management, Marketing, Business Analysis..., Metrics Reporting, Agile Methodolgy, ITIL Implementation, Analysis, Graphic Design, Event Planning, Editing, Advertising, Lead Generation, Strategic Communications, Time Management, Sales, Strategic Planning, Public Relations, Proposal Writing, Marketing Management, Budgets, Business Planning, Business Process..., Management Consulting, Business Process, CRM, Training, Program Management, Leadership, Management, Project Planning
Education
ITSM Academy 2011 — 2011
ITIL v3 Foundation Certification
Project Management Institute 2011 — 2011
CAPM
Columbia College (SC) 1989 — 1993
BA
Career Partners International, Twin Cities (CPI Twin Cities) July 2012 - Present
Career Partners International, Twin Cities April 2006 - June 2012
Personnel Decisions International April 2002 - April 2006
RSM McGladrey, Inc. September 1997 - February 2002
Skills
Executive Coaching, Career Development, Career Counseling, Leadership Development, Career Management, Talent Management, Coaching, Succession Planning, MBTI, Training, 360 Feedback, Resume Writing, Career Assessment, Outplacement, Consulting, Psychological Assessment, Workshop Facilitation, Executive Development, Strategy, Job Search, Human Resources, Onboarding, Leadership, Psychology, Career Development..., Facilitation, Culture Change, Employee Engagement, Organizational..., Personal Branding, Interviews, Program Management, Organizational..., Job Search Strategies, Management Consulting, Workshops, Management Development, Job Coaching, Mental Health Counseling, HR Consulting, Emotional Intelligence, Public Speaking, Personal Development, Interview Preparation, Strong Interest..., Developmental...
Education
Saint Louis University
M.S. Psychology with considerable post-graduate coursework, Psychology
McGladrey June 2014 - Present
RSM McGladrey, Inc. June 2011 - June 2014
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Public Speaking, Research, Security, Accounting, Disaster Recovery
Education
Drexel University 2009 — 2011
Bachelor, Computer Security
Time Warner Cable Business Class June 2015 - Present
Time Warner Cable Business Class October 2011 - June 2015
Time Warner Cable Business Class January 2010 - October 2011
Time Warner Cable Business Class January 2005 - January 2010
Time Warner Cable Business Class March 2003 - December 2004
RSM McGladrey, Inc. September 1999 - December 2002
Skills
IP, Program Management, Management, Network Administration, CompTIA, VoIP, Broadband, Networking, Co-location, Technical Support, Direct Sales, Telecommunications, VPN, Strategic Partnerships, Wireless, Telephony, Leadership, Data Center, Routers, Sales Operations, Call Centers, Training, Ethernet, Managed Services
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Information Systems
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
B.S., Computer Science/Information Systems
Cargill March 2015 - August 2015
Modis October 2014 - March 2015
Hollstadt & Associates February 2012 - July 2014
The Emily Program November 2009 - January 2012
7 Medical Systems August 2007 - October 2009
Healthcare Technologies March 2005 - August 2007
Automated Accounting Solutions May 2003 - March 2004
RSM McGladrey, Inc. May 2002 - May 2003
Creekridge Capital LLC December 1999 - April 2002
Skills
Project Management, Software Documentation, CRM, Business Process, Customer Service, Technical Support, Customer Support, Call Center, Customer Satisfaction, Accounting, Public Speaking, Leadership, Process Improvement
Education
Anoka Ramsey Community College 1996 — 1999
Associates Degree, Business Management/Marketing
University of St. Thomas
Certificate in Project Management for Health Care Organizations
One North Interactive July 2013 - Present
RJ Augustine & Associates, CPAs September 2012 - June 2013
David Allen Duner CPA & Associates November 2008 - September 2012
Windes & McClaughry Accountancy Corporation October 2006 - October 2008
RSM McGladrey, Inc. November 2005 - October 2006
Frost Ruttenberg & Rothblatt, P.C. January 2005 - November 2005
Townsend Analytics, Inc. March 2003 - December 2004
Skills
Financial Reporting, Accounting, Financial Analysis, GAAP, Internal Controls, ProSystem fx Tax, Auditing, Corporate Tax, Financial Accounting, Tax Preparation, General Ledger, CPA, Account Reconciliation, Financial Audits, Bookkeeping, GAAS, SEC Financial Reporting, Cash Flow, Accounting Research, Consolidation, Accounts Payable, Variance Analysis, Audits of Employee..., S Corporations, Budgets, Accruals, Financial Statements, Revenue Recognition, Employee Benefits, External Audit, Fixed Assets, Journal Entries, Due Diligence, QuickBooks, Assurance, SEC filings, Income Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2003
Bachelor of Science, Accountancy
College of DuPage 1998 — 2000
Associates in Arts, Accountancy
Wells Fargo January 2014 - Present
BMO Harris Bank N.A. May 2008 - December 2013
Citigroup December 2006 - May 2008
Fifth Third Bank March 2004 - December 2006
RSM McGladrey, Inc. September 2002 - February 2004
Merrill Lynch January 2000 - September 2002
Charter One Bank January 1999 - December 1999
American General Finance December 1996 - December 1998
Skills
Credit Risk, Mergers, P&L Management, Process Engineering, Credit Analysis, Workout, Commercial Banking, Risk Management, Finance, Management, Commercial Lending, Loans, Portfolio Management, Financial Risk, Mergers & Acquisitions, Credit, Banking, Due Diligence, Underwriting, Analysis, Financial Structuring, Business Planning, Cash Flow, Restructuring, Auditing, Commercial Mortgages, Business Development, Executive Management, Asset Based Lending, Leadership, Enterprise Risk..., Leveraged Finance, Small Business Lending, Real Estate, Cash Management, Financial Institutions, Negotiation, Commercial Real Estate, Relationship Management, Financial Analysis, Training, Loss Mitigation, Real Estate Financing, Debt Restructuring, Team Management, Investment Properties, Lines Of Credit, Credit Scoring, Business Relationship..., SBA
Education
Lewis University
B.A, Finance and Business Administration
Hills Bank and Trust Company August 2011 - Present
RSM McGladrey, Inc. January 2011 - April 2011
Skills
Finance, Tax, Retirement Planning, Access, Public Speaking, Event Planning, Social Media, Strategic Planning, Sales, Team Leadership, Cost Accounting, CPA, Account Management, Project Management, Spanish, Teaching, Leadership Development, Income Tax, Commercial Banking, Marketing Strategy
Education
Goshen College 2009 — 2011
Bachelors, Accounting
Hesston College 2007 — 2009
Associate, Business
Strategic CFO Services, LLC June 2011 - Present
GoIndustry DoveBid May 2008 - December 2010
Baltimore Technology Park 2005 - 2008
Alabanza Corporation April 2000 - August 2007
Bulkregister, LLC March 2001 - July 2006
Honeywell Technology Solutions August 1996 - April 2000
RSM McGladrey, Inc. 1993 - 1996
Clifton Gunderson LLP 1990 - 1993
Skills
Financial Modeling, Financial Analysis, Due Diligence, Strategic Planning, Financial Reporting, Accounting, Cash Flow, Government Contracting, Auditing, Mergers, Restructuring, Risk Management, Process Improvement, Business Strategy, Internal Controls, Executive Management, Six Sigma Process..., M&A experience, Contract Negotiations, Cash Flow Management, Turn Around Management, Debt & Lease Financing, Financial Systems..., B2B eCommerce, Treasury Management, Bank Financing, Proposal Pricing, Benchmarking, Six Sigma, Corporate Finance, Pricing, Debt, Financial Management, Financial Planning, Business Planning, Start-ups, Forecasting, Budgeting, Financial Accounting, GAAP, Management Consulting, Manufacturing, Cash Management, Cost Reduction, P&L Management, Cost Accounting, Leadership, Mergers & Acquisitions, Strategic Financial..., Finance
Education
The Johns Hopkins University - Carey Business School 1996 — 2000
MBA, Strategic Management
Frostburg State University 1986 — 1990
B.S., Accounting, Business
CostTrend July 2011 - Present
RSM McGladrey, Inc. February 2002 - November 2010
Creative Associates International, Inc. January 1997 - February 2002
Rubino & McGeehin January 1991 - January 1997
Honeywell Federal Systems, Inc. August 1985 - January 1991
Office of Inspector General (OIG) August 1983 - August 1985
Skills
Government Contracting, Cost Accounting, Contract Negotiation..., Goverment Contracts, DCAA Audits, OIG Audits, Proposal Pricing, Purchasing, Procurement, Due Diligence, Strategic Planning, Financial Analysis, Management Consulting, Competitive Analysis, Compliance
Education
Shippensburg University of Pennsylvania
Bachelor of Science, Business Administration, Accounting
The George Washington University - School of Business
Masters Certificate in Government Contracting
Chilton Investment Company July 2013 - Present
RSM McGladrey November 2009 - July 2013
RSM McGladrey, Inc. May 2008 - July 2008
Skills
Tax, Tax Returns, High Net Worth..., Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Accounting, CPA, Time Management, Tax Preparation, GAAP, Income Tax, Financial Reporting, Auditing, SEC filings, US GAAP, ProSystem fx Tax, Financial Accounting, Internal Controls
Education
Sacred Heart University 2005 — 2009
Carbine Studios November 2014 - Present
McGladrey August 2012 - October 2014
RSM McGladrey, Inc. May 2010 - August 2012
McGladrey 2010 - August 2012
American Pool Enterprises, Inc June 2009 - May 2010
Skills
C#, C++, Java, Windows, Customer Service, .NET, Consulting, Healthcare Information..., QlikView Development, Business Intelligence, SQL, Analytics
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Information Sciences & Technology
Telular Corporation October 2013 - Present
Sun-Times Media March 2010 - October 2013
RSM McGladrey, Inc. April 2007 - March 2010
Huron Consulting Group July 2004 - April 2007
Equal Exchange, Inc. May 2000 - August 2002
Industrial Economics, Inc. 1998 - 2000
Skills
Business Planning, Restructuring, Cash Flow, Business Valuation, Bankruptcy, Business Process..., Financial Forecasting, Supply Chain, Turnaround Experience, Hyperion Enterprise, Microsoft Excel, Analysis, Finance, Management, Business Strategy, Strategic Financial...
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance & Accounting
Dartmouth College 1992 — 1996
B.A., Environmental Studies
RSM McGladrey, Inc. November 1995 - Present
RSM McGladrey, Inc. 1995 - 2007
RSM McGladrey, Inc. 1995 - 2007
Metropolitan Financial Corp June 1987 - November 1993
Education
Gustavus Adolphus College 1963 — 1975
BA, Business Administration
ASCP March 2014 - Present
America SCORES Chicago August 2008 - March 2014
HR Solutions April 2008 - July 2008
RSM McGladrey, Inc. February 2008 - April 2008
Dex One June 2007 - February 2008
Skills
Graphic Design, Social Media, Non-profits, Event Planning, Editing, Research, Social Networking, PowerPoint, Microsoft Office, Public Speaking, Outlook, Recruiting, Microsoft Word, Blogging, Fundraising, Wordpress, Nonprofits, Public Relations, Proofreading, Program Development, WordPress, Volunteer Management, Photography, Facebook, Event Management, Press Releases
Education
DePaul University 2003 — 2007
BA, Communication
Mother McAuley High School 1999 — 2003
High school diploma
McGladrey LLP May 2008 - Present
RSM McGladrey, Inc. September 2007 - May 2008
RSM McGladrey, Inc. June 2004 - August 2007
RSM McGladrey, Inc. May 2000 - May 2004
McGladrey & Pullen / RSM McGladrey, Inc. May 1996 - April 2000
Amhof Tire Service August 1983 - April 1996
Skills
Software Development, Project Management, Management, Data Warehousing, PMP, Visio, IT Management, Vendor Management, MS Project, Enterprise Software, Leadership, Budgets, Training, SharePoint, Process Improvement, Business Analysis, Project Portfolio..., SDLC, Team Leadership, Business Process...
Education
St. Ambrose University 1998 — 2001
BA, Computer Network Administration
Scott Community College 1994 — 1996
AAS, Business Computer Programming
Louis Dreyfus Commodities February 2012 - Present
RSM McGladrey, Inc. 2008 - February 2012
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
University of New Haven
Master's degree, Taxation
Gorfine, Schiller & Gardyn, PA September 2009 - Present
RSM McGladrey, Inc. October 2005 - March 2009
Smith Elliott Kearns & Company, LLC September 2002 - October 2005
Skills
Accounting, Corporate Tax, Tax Research, Internal Controls, Financial Reporting, Tax, CPA, Income Tax, Tax Accounting, Financial Analysis, Tax Preparation, QuickBooks, Account Reconciliation, Financial Statements, General Ledger, International Tax, Tax Returns, S Corporations, IRS, Bookkeeping
Education
Penn State University 1998 — 2002
Bachelor of Science (BS), Accounting
RSM McGladrey, inc. Managing PartnerMcGladrey & Pullen, LLC2006 - Present
McGladrey and Pullen LLP 2006 - Present
McGladrey 2006 - Present
McGladrey & Pullen, LLP (McGladrey) 2006 - Present
Skills
CPA, Management, Financial Reporting, Tax, GAAP, Accounting, Strategic Planning, Auditing, Internal Controls, Financial Analysis, SEC filings, Leadership, Business Planning, Enterprise Risk..., Mergers & Acquisitions
Education
Creighton University
McGladrey LLP 1997 - February 2014
Directions for Youth and Families 2006 - December 2012
RSM McGladrey May 1997 - December 2011
RSM McGladrey, Inc. 1997 - December 2011
The Columbus Compact Corporation 2000 - 2011
Skills
Tax, Tax Research, CPA, Corporate Tax, Tax Exempt Organizations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science - Taxation, Taxation
Franklin University
BSBA - Business Administration, Accounting
Ohio University
McGladrey June 2013 - Present
McGladrey October 2011 - Present
RSM McGladrey, Inc. October 2009 - September 2011
RSM McGladrey, Inc. March 2005 - September 2009
RSM McGladrey, Inc. March 2003 - March 2005
RSM McGladrey, Inc. July 2000 - March 2003
McGladrey & Pullen July 1998 - May 2000
Michigan Technological University 1995 - 1998
Skills
Requirements Gathering, Microsoft Office, Knowledge Management, Business Process..., Analysis, Software Documentation, Visio, SDLC, Process Improvement, Business Analysis, Project Management, Requirements Management, Six Sigma, Lean Thinking, Workshop Facilitation, Quality Assurance, Cross-functional Team..., Integration, PMO, Requirements Analysis, Business Process
Education
Michigan Technological University 1993 — 1998
BS, Computer Science
i3logix, Inc. May 2010 - Present
RSM McGladrey, Inc. November 2004 - October 2009
Education
California State University-Fullerton
Verisight August 2011 - Present
RSM McGladrey, Inc. March 1994 - July 2011
Skills
Tax Advisory, ESOP, Business Valuation, Retirement, ERISA, CPA, 401k, Employee Benefits, Fiduciary, Retirement Plan..., Accounting, Financial Advisory, Defined Benefit, Executive Pay, Tax, Retirement Planning, Profit Sharing, Mergers & Acquisitions, Strategic Financial..., Valuation, Pensions, GAAP, Estate Planning
Education
Iowa State University - College of Business 1981 — 1984
BBA, Accounting
RSM McGladrey, Inc. DirectorRSM McGradrey2004 - Present
Skills
Healthcare Consulting
Education
City University of New York-Baruch College
New York University
MS
Highbridge Capital Management July 2012 - Present
Ernst & Young October 2008 - July 2013
RSM McGladrey, Inc. February 2006 - August 2008
International Fund Service LLC August 2004 - February 2006
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS, Taxation
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accountancy
Risk & Regulatory Consulting, LLC January 2012 - Present
RSM McGladrey, Inc. 2008 - 2012
Florida Office of Insurance Regulation 2005 - 2008
Florida Office of Insurance Regulation 2003 - 2005
Florida Department of Insurance 1999 - 2003
Florida Department of Insurance 1998 - 1999
MetLife 1993 - 1998
Skills
Insurance, Life Insurance, Universal Life, Whole Life, Term Life Insurance, Variable Annuities, Suitability, Suitability Analysis, Equity Indexed Annuities, Life Settlements, Property & Casualty..., Title Insurance, Personal Lines Auto, Homeowners, Market Conduct, Regulatory Examinations, Market Analysis, Insurance Regulatory, Compliance Consulting, Internal Audit, Compliance, Business Development, Training, Insurance Law, Enterprise Risk..., Workers Compensation, Health Insurance, Regulations, Policy, Risk Management, Management, General Insurance
Education
Florida State University
Blue Bell Road Consultants June 2015 - Present
RSM McGladrey, Inc. September 2011 - May 2015
Self November 2002 - October 2011
ALICO Middle East, Africa and S. Asia September 1986 - November 2002
GMD July 1984 - September 1986
National Liberty Corp June 1982 - July 1984
Blue Cross and Blue Shield of Delaware May 1980 - June 1982
Data Technology Industries May 1978 - May 1980
Skills
Project Management, Disaster Recovery, Process Improvement, Risk Management, SDLC, Training, IT Management, Business Analysis, Analysis, Business Process..., Change Management, Insurance, Management Consulting, Senior Program..., Strategy, Visio, Business Intelligence, Business Intelligence..., Project Planning, Software Project...
Education
Gloucester County College 2010 — 2011
Health Informatformation Technology
Elizabethtown College 1974 — 1978
BS, Business Administration
BDO USA, LLP December 2014 - Present
UHY Advisors TX, LLC November 2009 - December 2014
RSM McGladrey, Inc. February 2007 - October 2009
Deloitte & Touche LLP October 1983 - July 2005
Education
University of Rochester - Simon Business School 1988 — 1994
MBA, Finance and Operations Management
Rochester Institute of Technology 1978 — 1982
BS, Accounting
SS&C Technologies 2009 - Present
Goldman Sachs 2007 - 2009
RSM McGladrey, Inc. June 2005 - July 2007
L Capial 2001 - 2005
Skills
Hedge Funds, Financial Analysis, Fund Accounting, Private Equity, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Asset Management, Finance, Capital Markets, Equities, Venture Capital, Corporate Finance, Financial Reporting, Due Diligence
Education
City University of New York 2000 — 2004
RSM McGladrey, Inc. DirectorKPMG2003 - 2005
Education
DePaul University 1988 — 1992
RSM McGladrey, Inc. August 2005 - Present
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
New York University
Colorado Technical University January 2000 - Present
RSM McGladrey, Inc. October 2011 - February 2012
VeraSun Energy July 2007 - October 2011
Skills
Microsoft SQL Server, Data Architecture, Integration, Databases, Oracle, Programming, Architecture, Architectures, Business Intelligence, Software Project..., SharePoint, Database Design, Enterprise Architecture, IT Management, Program Management, Management, SQL, Strategic Planning, Leadership, System Administration
Education
Colorado Technical University 2002 — 2004
MBA, Business
Colorado Technical University 1999 — 2001
MS/IT, Information Technology
South Dakota State University 1990 — 1992
Economics / Computer Science / Math
Northcentral University
Phd, Business/Information Technology
RSM McGladrey, Inc. June 2010 - May 2011
RSM McGladrey, Inc. July 2008 - June 2010
Solutions Consulting Group September 2005 - September 2008
LightEdge Solutions 2004 - 2005
Skills
Microsoft Technologies, Strategic Visionary, Key Account Management, Event Management, Industry Research, database management, campaign execution, Strategic Partner..., Business Intelligence, Campaigns, Marketing, Lead Generation, SharePoint, Solution Selling, Leadership, CRM, Great Plains Software, Cloud Computing, Database Admin, Software Industry, SaaS, Channel, Customer Service, Account Management, ERP, New Business Development, Microsoft Dynamics, Microsoft CRM, Selling, Microsoft Dynamics ERP, Enterprise Software, Sales, Salesforce.com, Professional Services
Education
Los Angeles City College
Consulting - Various CPA Firms April 2010 - Present
Trien Rosenberg 2006 - April 2010
Mastercard Worldwide March 2006 - October 2006
JH COHN November 2005 - March 2006
Ernst & Young LLP November 2003 - September 2005
RSM McGladrey, Inc. January 2003 - November 2003
Leslie Sufrin & Co. March 1997 - January 2003
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
Master of Science, Taxation
Queens College 1984 — 1990
Bachelor of Arts, Accounting and Information Systems
Horwich Coleman Levin, LLC July 2012 - Present
Organic Life, LLC September 2011 - March 2012
RSM McGladrey, Inc. December 2005 - September 2011
McGladrey & Pullen December 2005 - September 2011
CrossCom National 2001 - 2004
Premiere Financial Consultants January 1989 - May 2001
Skills
Accounting, Tax, Financial Analysis, Financial Reporting, Auditing, QuickBooks
Education
Roosevelt University 1980 — 1984
MBA, Finance and Financial Management Services
Northeastern Illinois University
BA
RSM McGladrey, Inc. PartnerMcGladrey & Pullen2001 - Present
RSM McGladrey / McGladrey & Pullen, LLP 2001 - Present
McGladrey 2001 - Present
KPMG Peat Marwick 1991 - 1992
Education
Quinnipiac University School of Law 1982 — 1985
H&R Block January 2013 - Present
H&R Block January 2010 - December 2012
H&R Block, Inc. September 2005 - January 2010
Deloitte September 2004 - August 2005
Rsm McGladrey, Inc. January 2001 - July 2004
Skills
Corporate Tax, CPA, Accounting, Tax Returns, Team Leadership, Transfer Pricing, State Tax, Tax Accounting, Tax Research, Tax
Education
University of Missouri-Kansas City 2002 — 2004
Master of Science, Taxation
Rockhurst University 1998 — 2002
Bachelor of Science, Accounting
ProCntrl 2003 - Present
RSM McGladrey, Inc. August 2000 - August 2003
Berg Demarco Lewis Sawatski & Co August 1997 - August 2000
Bresler's Industries 1989 - 1997
Ruby Robinson Company, Inc July 1987 - July 1989
Schoor DePalma & Canger Group, Inc June 1984 - June 1987
Research Cottrell January 1983 - May 1984
Research Cottrell May 1980 - January 1983
A Epstein and Sons International, Inc September 1975 - May 1980
Price Waterhouse February 1969 - September 1975
Skills
Quickbooks, Accounting, Financial Reporting, CPA, QuickBooks, Sarbanes-Oxley Act, Process Improvement, Management Consulting, Budgets, Cost Accounting, Financial Analysis, Forecasting, Internal Controls, Finance, Risk Management, Strategic Financial..., Private Equity, Financial Modeling, Mergers & Acquisitions, Business Planning, Cash Management
Education
Roosevelt University 1966 — 1969
BSBA, Accounting
McGladrey LLP 2000 - Present
RSM McGladrey, Inc. January 2000 - November 2011
Friedman, Eisenstein, Raemer Schwartz 1987 - 1999
Skills
Due Diligence, Private Equity, Mergers, Accounting, Auditing, Tax, Business Valuation, SEC filings, CPA, Financial Reporting, Corporate Tax, Internal Controls, Financial Analysis, Assurance, Financial Accounting, Income Tax, International Tax, GAAP, US GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions, Tax Accounting, Tax Research, External Audit, Revenue Recognition, Forensic Accounting, Partnership Taxation, Tax Advisory, Financial Statements, SEC Filings
Education
University of Chicago Graduate School of Business - 4 YR Certificate Program Sponsored by McGladrey 2003 — 2006
Certificate, Business Advisory - General, including strategy and marketing
Northern Illinois University 1967 — 1971
Bachelor of Science, Accountancy
Perkins, Lund, Collar & Associates, PLLC Certified Public Accountants August 2015 - Present
BDO USA, LLP June 2014 - June 2015
Davenport, Marvin, Joyce & Co., LLP December 2013 - May 2014
Leaf & Cole, LLP December 2011 - July 2013
RSM McGladrey, Inc. October 2010 - November 2011
RSM McGladrey, Inc. September 2007 - October 2010
Miser and Associates July 2006 - June 2007
La Fonda Mexican Restaurant January 2004 - June 2007
Skills
Tax, CPA, Tax Accounting, Accounting, Auditing, SEC filings, Internal Controls, Financial Accounting, GAAP, Tax Preparation, QuickBooks, US GAAP, General Ledger, Revenue Recognition, Financial Reporting, Financial Statements
Education
Northern Arizona University 2003 — 2007
Accountancy, Accounting
Gila Bend High School 1999 — 2003
High School, General Studies
CliftonLarsonAllen June 2007 - Present
RSM McGladrey, Inc. November 2005 - June 2007
PwC June 2002 - November 2005
Andersen January 2001 - June 2002
Anders Minkler & Diehl LLP August 1999 - December 2000
Skills
CPA, Tax, Income Tax, Tax Accounting, QuickBooks, Corporate Tax, Tax Preparation, Tax Returns, Small Business, High Net Worth...
Education
Fontbonne University 1995 — 1999
Bachelor Of Science, Accounting
St. Dominic High School 1992 — 1995
KPMG LLP December 2013 - Present
Two of Each, Inc. April 2009 - November 2013
Centennial School of Lehigh University January 2013 - April 2013
Lehigh University September 2010 - April 2013
RSM McGladrey, Inc. May 2007 - April 2009
Smart Business Advisory and Consulting, LLC October 2006 - April 2007
Beard Miller Company, LLP May 2006 - October 2006
KPMG LLP June 2005 - April 2006
KPMG LLP January 2004 - May 2005
Skills
GAAP, SEC filings, CPA, Tax Research, Financial Reporting, US GAAP, Accounting, Tax, Auditing, Sarbanes-Oxley Act, Financial Accounting, Income Tax, External Audit, Special Education, Small Business
Education
Lehigh University 2010 — 2013
Master of Education (M.Ed.), Special Education
University of Delaware 1999 — 2003
BS, Accounting
East Coast Mechanical, Inc. April 2014 - Present
IHS Dialysis, Inc. January 2012 - March 2014
The Lord's Place, Inc. January 2009 - January 2012
Atlas Sign Industries February 2008 - December 2008
Caler, Donten, Levine, P.A. 2007 - 2008
RSM McGladrey, Inc. 2006 - 2007
Daszkal Bolton LLP 2005 - 2006
Weinberg & Co., P.A. 2004 - 2006
Michaelson & Co., P.A. 1999 - 2004
Skills
Fund Accounting, Federal Grants..., Auditing, Financial Reporting, Analysis, SEC filings, Budgets, Organizational..., Business Process..., Financial Audits, Turnaround Specialist, Compliance, SEC reporting, Budgeting
Education
Florida Atlantic University 2004 — 2008
Masters's Degree, Accounting, 3.57 GPA out of 4.0
Mercer University - Stetson School of Business and Economics 1977 — 1980
Bachelor's of Business Administration, Accounting, 3.62 GPA out of 4.0
Breeden Consulting 2010 - Present
RSM McGladrey, Inc. February 2010 - September 2012
Community First Financial Gp 2001 - 2009
E.D. & F. Man, Inc. 1992 - 1995
Geldermann, Inc. 1989 - 1992
Skills
Financial Analysis, Financial Reporting, Underwriting, Due Diligence, Asset Managment, Auditing, Portfolio Management, Loans, Banking, Financial Modeling, Cash Management, Tax, Asset Management, Valuation, Equities, Management, Finance
Education
Indiana University Bloomington
BS, Business/Accounting
Ernst & Young, LLP June 2014 - Present
McGladrey October 2012 - May 2014
McGladrey November 2010 - September 2012
Goldstein Financial Management, Inc. November 2009 - April 2010
RSM McGladrey, Inc. January 2009 - April 2009
The NPD Group January 2000 - August 2005
Skills
S Corporations, Income Tax, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Research, CPA, ProSystem fx Tax, C-Corp, FIN 48, Tax, Tax Preparation, US Tax, GAAP, Accounting, Financial Analysis, Financial Accounting, Internal Controls, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting, Economics
AEC Cost Recovery, LLC July 2010 - Present
CBIZ Valuation Group, LLC April 2005 - March 2010
RSM McGladrey, Inc. June 2002 - April 2005
Arthur Andersen LLP February 1992 - June 2002
Skills
Cost Segregation, Valuation, Fixed Assets, Purchase Price..., Depreciation, Acquisitions, Project Management, Management, Tax Law, Due Diligence, Mergers & Acquisitions
Education
Southern Illinois University, Carbondale 1971 — 1975
BS, Communications
Gibault Catholic High School, Waterloo, Illinois 1967 — 1971
Motivation Excellence, Schaumburg, IL March 2010 - Present
411 Vision, LLC July 2009 - November 2009
ECE Consulting, Inc. May 2009 - October 2009
Model Metrics, Chicago, IL March 2008 - April 2009
Motivation Excellence, Schaumburg, IL July 2006 - February 2008
RSM McGladrey, Inc. July 2005 - June 2006
Ovation Research Group, Highland Park, IL August 2003 - June 2005
SBC, Hoffman Estates, IL July 2001 - August 2003
Skills
Project Management, Process Improvement
Education
Roosevelt University
BS, Computer Science
Towers Watson October 2012 - Present
Resources Global Professionals February 2004 - June 2012
RSM McGladrey, Inc. April 2002 - February 2004
Deloitte & Touche October 1996 - February 2002
AT&T March 1993 - October 1996
Skills
Legal Research, Tax Preparation, ERISA, Pensions, 401k, VEBA, Vendor Management, Performance Management, Contract Negotiation, Compliance, Communication, Management Consulting, Healthcare, Tax, Business Development, Employee Benefits, Microsoft Office, Modeling, Data Privacy, Contract Management, Internal Audit, Auditing, Compliance Audit, Business Process...
Education
Villanova University School of Law 1983 — 1986
Juris Doctor, Law
Rutgers, The State University of New Jersey-Newark 1981 — 1983
BA, Finance & Economics
Aramark Uniform Services July 2009 - January 2010
RSM McGladrey, Inc. March 2002 - July 2009
The Gillette Company 1988 - 2001
Education
Fisher College
A.S., Secretarial Science
Verisight, Inc. August 2011 - Present
RSM McGladrey, Inc. December 1992 - July 2011
Skills
ESOP, Retirement, Retirement Planning
Education
St. Cloud State University 1981 — 1985
BS, Accounting
The Huff Group January 2013 - December 2013
Regulatory Consultants, Inc. October 2010 - December 2012
RSM McGladrey, Inc. September 2007 - February 2010
Control Solutions International August 2004 - September 2007
Skills
Statutory Compliances, Risk Assessment, Corporate Governance, Enterprise Risk..., SOX Compliancy, Internal Audit, • TeamMate, Excel,..., Internal Controls, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, GAAP, IT Audit, Finance, Sarbanes-Oxley
Education
North Central College 2002 — 2004
Bowling Green State University 1984 — 1989
BSBA
RSM McGladrey, Inc September 2007 - February 2009
RSM McGladrey, Inc. September 2006 - September 2007
Amper Politziner June 2005 - July 2006
Isrealoff Trattner & Co. CPA's May 1998 - June 2005
Skills
Recruiting, Human Resources, PeopleSoft, Campus Recruiting, Office Administration, Microsoft Office, Executive Support, Onboarding, Administrative..., Applicant Tracking..., Talent Acquisition, Time Management, Personnel Management, Temporary Placement, Employee Relations, Talent Management, Team Building, Interviews, Management
Education
New York University 1995 — 1998
Secondary Education
Uzbek State World Languages University 1991 — 1994
AS, English
Strata Decision Technology February 2005 - Present
RSM McGladrey, Inc. 1997 - 2001
Coopers & Lybrand 1991 - 1993
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Budgets
Education
Illinois State University 1986 — 1991
BS, Accounting
Kutchins, Robbins & Diamond, Ltd. December 2007 - Present
RSM McGladrey, Inc. 2001 - 2008
Skills
Auditing, Tax, Tax Preparation, QuickBooks, Income Tax, General Ledger, Financial Reporting, Accounting, Corporate Tax, Account Reconciliation, Sales Tax, Tax Returns
Education
DePaul University 1996 — 2001
Bachelor, Accounting and Finance
Gladson LLC December 2014 - Present
Gladson LLC January 2012 - December 2014
Gladson LLC January 2007 - February 2012
RSM McGladrey, Inc. 2005 - 2006
DataMedics Inc 2001 - 2005
IBM Global Services 2001 - 2002
Computer Renaissance 1999 - 2001
Skills
Storage Area Networks, VMware, Disaster Recovery, Virtualization, Data Center, Storage, Cross-functional Team..., Project Management, Citrix, Active Directory, OS X, Microsoft Exchange, Cloud Computing, Windows Server
Education
DeVry University-Illinois
College of DuPage
Florida Power & Light June 2011 - Present
RSM McGladrey, Inc. January 2002 - June 2011
Skills
Corporate Tax, Tax Research, Tax, CPA, Tax Accounting, Income Tax
Education
Florida Atlantic University 2003 — 2005
Masters, Taxation
Florida Atlantic University 2000 — 2002
Bachelors of Science, Accounting
David L Burns CPA PLLC August 2011 - Present
RSM McGladrey, Inc. March 2003 - August 2011
Donald R. Leo & Company, Ltd September 2001 - February 2003
David L. Burns, CPA June 1994 - November 2001
Eide Helmeke & Co. November 1991 - June 1994
Burns, Robertson & Edwards, CPAs January 1983 - November 1991
Skills
Accounting, Tax, Tax Compliance, Partnership Taxation, Real Estate, Income Tax, Tax Returns, Corporate Tax, Tax Services, Tax Preparation, Tax Consulting, Tax Planning, CPA, Tax Advisory, Due Diligence, Financial Planners, Mergers & Acquisitions, Tax Research, Financial Statements, Tax Accounting, Small Business, Financial Planning
Education
Arizona State University
Bachelor of Science, Accounting
Arizona State University
Bachelor of Science, Marketing
Central High School
Global Knowledge Training April 2013 - Present
INC Research LLC February 2012 - July 2012
Credit Suisse September 2010 - November 2011
Dex One May 2007 - August 2010
Rocky Mount Academy 2009 - 2010
Boddie-Noell Ent. September 2002 - May 2007
Tar River Kiwanis 2001 - 2003
RSM McGladrey, Inc. May 2001 - September 2002
RBC April 1997 - May 2001
Walston & High, CPA’s May 1995 - April 1997
Skills
Sarbanes-Oxley Act, Tax Accounting, SEC filings, Financial Reporting, Accounting, CPA, Auditing, Tax, Corporate Tax, US GAAP, Internal Controls, General Ledger, Financial Analysis, Financial Accounting, Hyperion Enterprise, Sarbanes-Oxley, GAAP, Fixed Assets, International Tax, Account Reconciliation, Sales Tax, Variance Analysis, Budgets, Consolidation, Mergers & Acquisitions, Financial Statements, Tax Research, Cost Accounting, Revenue Recognition, Tax Returns, Financial Audits, Tax Preparation, IFRS, Essbase, Journal Entries
Education
North Carolina State University - College of Management 1994 — 1995
Master of Accounting, Accounting/ Tax
North Carolina State University - College of Management 1990 — 1994
Bachelor of Arts, Accounting
Dickinson Wright PLLC July 2013 - Present
RYAN C. MITCHELL, ATTORNEY AT LAW September 2010 - June 2013
LEVICK LEGAL GROUP, LLC September 2008 - July 2010
LEVICK, TIMM & GARFINKEL, LLC October 2006 - August 2008
RSM MCGLADREY, INC. September 2004 - September 2006
Education
DePaul University College of Law 2002 — 2005
Juris Doctor
Skidmore College 1996 — 2000
Bachelor of Arts, English literature
Western Reserve Academy 1992 — 1996
High School Diploma
Comcast - Contractor through Manpower August 2012 - January 2013
Express Scripts - contractor through Minacs / BCR December 2011 - February 2012
Wells Fargo May 2009 - June 2011
Regis Corporation 2011 - 2011
UnitedHealth Group (W2 hourly contractor) 2011 - 2011
Pearson Education 2009 - 2010
St. Paul Public Schools 2008 - 2009
H&R Block 2006 - 2008
RSM McGladrey, Inc. 2007 - 2007
Target 2006 - 2007
Skills
Applicant Tracking...
Education
St. Paul College 2010 — 2012
AA, Network Engineering and Computer Programming
University of Phoenix 2006 — 2009
MBA, Technoloogy Management
Augsburg College
BA, Sociology and Business Administration
Real Estate Tax Accounting Services, Inc January 2015 - Present
Crosby Management Resources, Inc. 2011 - Present
Real Estate Tax Accounting, LP January 2012 - December 2014
Mall Properties October 2010 - May 2011
Steiner + Associates November 2006 - September 2010
RSM McGladrey, Inc. June 2006 - November 2006
Holden Moss Certified Public Accountants December 1999 - May 2006
Education
East Carolina University - College of Business 1994 — 1998
BS, Accounting
Crescent Valuation Advisors, LLC 2010 - Present
RSM McGladrey, Inc. April 2005 - September 2010
Education
Fairleigh Dickinson University 1970 — 1972
BS in Accounting, Accounting
Fairleigh Dickinson University 1968 — 1970
AA in Liberal Arts, Business Management concentration
Carla L Haire CPA, PA October 2011 - Present
Drake Software October 2002 - October 2011
RSM McGladrey, Inc. November 1998 - September 2002
Education
Florida Atlantic University 2007 — 2007
Masters, Taxation
Florida Atlantic University 1995 — 1999
Bachelors of Science, Accounting
RSM McGladrey, Inc. December 2006 - Present
Education
Brooklyn Law School 2001 — 2005
J.D.
Saint John's University 2000 — 2001
M.S., Accounting
Saint John's University 1997 — 2000
B.S., Accounting
Canyon Consulting Inc. January 2007 - Present
Marchon Eyewear and VSP January 2007 - January 2015
RSM McGladrey, Inc. June 2010 - October 2013
IBM 1990 - 2007
Skills
Enterprise Software, Professional Services, Sourcing, IT Strategy, ERP, Solution Selling, Direct Sales, Cloud Computing, Vendor Management, Sales Management, SaaS, Account Management, Sales Operations, Selling, Business Process, Channel, Integration, Sales Process
Education
St. John's University 1982 — 1985
Bachelor's Degree, Mathematics and Computer Science
Franklin & Marshall College 1980 — 1982
Liberal Arts and Sciences/Liberal Studies
Harvard University
RSM McGladrey, Inc.
Skills
Certified Public..., Financial Reporting, Accounting, CPA, Auditing, Internal Controls, Management, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, SEC filings, US GAAP, Due Diligence, Assurance, GAAP, External Audit
Education
Cornell University 1966 — 1968
Master of Business Administration (MBA)
Hobart College 1962 — 1966
Bachelor’s Degree, Chemistry
Mercer Investment Consulting November 2009 - Present
Follett Higher Education Group August 2008 - November 2009
Bridgestone Bandag, LLC August 2000 - August 2008
RSM McGladrey, Inc. January 1999 - August 2000
Education
Eastern Michigan University
M.S, Computer Science
RSM McGladrey, Inc. February 2006 - Present
Education
Rivier College 2004 — 2006
Elementary Education
Best Buy June 2015 - Present
Best Buy April 2014 - June 2015
Best Buy December 2011 - April 2014
McGladrey & Pullen May 2007 - November 2011
RSM McGladrey, Inc. May 2006 - April 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, CPA, Accounting, Financial Analysis, Internal Audit
Education
The University of North Dakota 2003 — 2006
BBA, Managerial Finance and Corporate Accounting
St. Cloud State University 2001 — 2003
RSM McGladrey, Inc. ManagerErnst & YoungDecember 2000 - June 2007
Friduss, Lukee, Schiff & Co. P.C. July 1997 - December 2000
U.S. Equities Realty 1996 - 1997
Skills
Real Estate, Internal Controls, Financial Reporting, Auditing, GAAP, Tax, Accounting, Due Diligence, Team Building, CPA, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Income Tax, Asset Management, SEC filings
Education
DePaul University
Commerce, Accountant
John Scott Agency - State Farm Insurance September 2011 - September 2013
RSM McGladrey, Inc October 2010 - April 2011
RSM McGladrey, Inc. February 2010 - September 2010
Meridian Management, Inc July 2008 - November 2009
PayDQ January 2006 - October 2007
Skills
Microsoft Office Word,..., Salesforce.com, Protracker software, eMoney Advisor software, Quicken, Customer Service, Microsoft Office
Education
Bellevue University 2006 — 2008
B.S., Marketing Management
Iowa Western Community College 2002 — 2003
A.S., Business Administration
Visiont July 2011 - Present
RSM McGladrey, Inc. June 2000 - July 2011
Skills
C#, Visual Studio, SQL, ASP.NET, XML, JavaScript, CSS, VB.NET, Windows Mobile, Microsoft SQL Server, VBScript, Plumtree, Portal Technologies, Portal Development
Education
Iowa State University
Computer Science, Physics, Engineering
Full Sail University
Recording Engineering
Robert Half International April 2011 - Present
Cross Country Mortgage September 2010 - February 2011
Maloney & Novotny, LLC October 2007 - December 2009
RSM McGladrey, Inc. September 2005 - October 2007
Education
John Carroll University 2001 — 2005
BSBA, Accounting
MasterCard May 2011 - Present
RSM McGladrey, Inc. 2009 - 2011
Atals Copco 1999 - 2007
Education
Rowan University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Vistage International February 2013 - Present
Sony Electronics 2008 - February 2013
Sony Electronics 2006 - 2008
Pelco 2003 - 2005
Pelco 2003 - 2003
RSM McGladrey, Inc. 2001 - 2002
Neopoint 1998 - 2000
Education
San Diego State University-California State University
B.S., Business Administration: Finance, Magna Cum Laude
Schweitzer Administrative Services August 2012 - Present
City of Independence, Iowa 2007 - 2013
RSM McGladrey, Inc. February 1997 - May 2011
Apex Precision, Inc January 1995 - January 1997
Troy Store January 1991 - January 1994
Buchanan County Auditor January 1984 - January 1990
Skills
Virtual Administrative..., Administrative..., Travel Arrangements, Bookkeeping, Office Management, Data Entry, Accounts Payable, Confidentiality, File Management, Calendars, Invoicing, Accounts Receivable, Fax, Office Administration, Expense Reports, Filing, Expenses, Office Equipment, Outlook, 10 Key, Calendaring
Education
Kirkwood Community College 1980 — 1981
Certificate, Legal Secretary
Jefferson High School 1976 — 1980
Savant Capital Management February 2015 - Present
Verisight, Inc July 2011 - 2015
RSM McGladrey, Inc. February 2008 - July 2011
Education
Alexandria Technical College
Associate's degree, Interior Design
Unitversity of Wisconsin Madison
RSM McGladrey, Inc. January 2010 - Present
SkillPath Seminars February 2001 - October 2007
Housing Authority of Kansas City February 1992 - February 2001
Skills
General Ledger, Accounting, Bookkeeping, Financial Statements, Training, Forecasting, Sales Tax, Payroll Taxes
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
University of Missouri-Columbia 1983 — 1987
BS, Accounting
RSM McGladrey, Inc. November 2010 - Present
EY November 2006 - November 2010
Skills
Corporate Tax, Tax Research, Tax Accounting, State Tax, CPA, US Tax, Tax, Income Tax, Sales Tax, Use Tax, Partnership Taxation, FIN 48, Property Tax, Sales & Use Tax, Tax Returns
Education
Augustana College, Rock Island, Illinois
Bachelor's degree, Accounting and Business
Watts and Hershberger, P.C. January 2013 - Present
RSM McGladrey, Inc. June 2008 - December 2012
Bland & Associates, P.C. January 2004 - March 2007
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, GAAP, US GAAP, Tax, Tax Preparation, CPA, Financial Accounting, Income Tax, SEC filings
Education
Oral Roberts University
BS, Accounting
Dish Network 2010 - Present
RSM McGladrey, Inc. 2008 - 2009
South Dakota Dept. of Revenue & Regulation 1997 - 2008
Skills
Auditing, Accounting, Tax, Financial Reporting, Financial Accounting, Internal Controls, Income Tax, General Ledger, Account Reconciliation, GAAP, Corporate Tax, Accounts Payable, Cash Flow, Tax Preparation, Financial Statements, Fixed Assets, Journal Entries, Hyperion Enterprise
Education
The University of South Dakota 2008 — 2012
Master of Business Administration (MBA)
Minnesota State University, Moorhead 1993 — 1996
Bachelor of Science, Accounting
Chicago Tribune Media Group July 2013 - Present
Chicago Tribune Media Group December 2007 - Present
RSM McGladrey, Inc. October 2004 - December 2007
Skills
Financial Reporting, Accounting
Education
Miami University 2000 — 2004
B.S Accounting
University of Wisconsin-La Crosse Director or Corporate TaxatonReinhart FoodServiceAugust 2000 - December 2011
RSM McGladrey, Inc. 1993 - 1995
Skills
Corporate Finance, Corporate Taxation, Sales Tax, Corporate Tax, Financial Accounting, GAAP, Accounting, Cost Accounting, Financial Analysis, Forecasting, Accounts Payable, Payroll, Income Tax, Financial Reporting, Analysis, Account Reconciliation
Education
University of Minnesota - Carlson School of Management 1987 — 1989
Masters, Taxation
Minnesota State University, Mankato 1981 — 1983
BS, Accounting