Spott, Lucey & Wall, Inc. CPAs
Description
Address: 601 Montgomery St # 1400, San Francisco, CA 94111 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 217-6900Website: Category: : Place name: : : : : : Website: http://www.spottluceywall-cpas.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Spott Lucey & Wall Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Spott, Lucey & Wall, Inc. CPAs Employees
Employee
Years
Job
Industry
Mandy Ruizhi Yu Mandy Ruizhi Yu's Spott, Lucey & Wall, Inc. CPAs Experience August 2011 - November 2013
Job International tax associate at EY
Industry Accounting
Experience
EY January 2014 - Present
Spott, Lucey & Wall, Inc. CPAs August 2011 - November 2013
Alcatel- Lucent, RU China 2010 - 2010
ChangHao Certified Public Accountants 2010 - 2010
Bank of Communications Limited 2009 - 2009
Skills
Tax Preparation, Accounting, Tax Returns, Journal Entries, Bookkeeping, Financial Reporting, Financial Accounting, Financial Analysis
Education
State University of New York at Albany 2009 — 2011
Bachelor of Arts (BA), Accounting
Singapore Management University 2008 — 2008
EY January 2014 - Present
Spott, Lucey & Wall, Inc. CPAs August 2011 - November 2013
Alcatel- Lucent, RU China 2010 - 2010
ChangHao Certified Public Accountants 2010 - 2010
Bank of Communications Limited 2009 - 2009
Skills
Tax Preparation, Accounting, Tax Returns, Journal Entries, Bookkeeping, Financial Reporting, Financial Accounting, Financial Analysis
Education
State University of New York at Albany 2009 — 2011
Bachelor of Arts (BA), Accounting
Singapore Management University 2008 — 2008
Megan O'Connor Megan O'Connor's Spott, Lucey & Wall, Inc. CPAs Experience January 2009 - September 2009
Job Account Executive at Box
Industry Information Technology and Services
Experience
Box October 2014 - Present
Dell August 2011 - August 2014
Force10 Networks July 2011 - September 2011
Global Crossing January 2011 - July 2011
Global Crossing September 2009 - February 2011
Spott, Lucey & Wall, Inc. CPAs January 2009 - September 2009
Skills
Salesforce.com, SaaS, Cloud Computing, Sales, Managed Services, Enterprise Software, Strategic Partnerships, Networking, Go-to-market Strategy, Professional Services, Sales Process, Leadership, Solution Selling, Digital Media, Analysis, Channel Partners, Data Center, Account Management, Lead Generation, Start-ups, Direct Sales, Business Alliances, Telecommunications, Soccer Coaching
Education
Mills College, Graduate School of Business 2007 — 2008
MBA, Business Administration and Management, General
Mills College 2006 — 2008
BA, Psychology and Economics
Box October 2014 - Present
Dell August 2011 - August 2014
Force10 Networks July 2011 - September 2011
Global Crossing January 2011 - July 2011
Global Crossing September 2009 - February 2011
Spott, Lucey & Wall, Inc. CPAs January 2009 - September 2009
Skills
Salesforce.com, SaaS, Cloud Computing, Sales, Managed Services, Enterprise Software, Strategic Partnerships, Networking, Go-to-market Strategy, Professional Services, Sales Process, Leadership, Solution Selling, Digital Media, Analysis, Channel Partners, Data Center, Account Management, Lead Generation, Start-ups, Direct Sales, Business Alliances, Telecommunications, Soccer Coaching
Education
Mills College, Graduate School of Business 2007 — 2008
MBA, Business Administration and Management, General
Mills College 2006 — 2008
BA, Psychology and Economics
Zeeshan Qasim, CPA's Spott, Lucey & Wall, Inc. CPAs Experience June 2008 - August 2009
Job NetSuite
Industry Accounting
Experience
Jobvite September 2014 - July 2015
Linden Lab April 2011 - August 2014
Linden Lab October 2012 - April 2013
Taleef Collective 2006 - 2012
Rovi September 2010 - March 2011
Intrinsyx Technologies Corp November 2009 - January 2011
Spott, Lucey & Wall, Inc. CPAs June 2008 - August 2009
Environmental Chemical Corporation February 2004 - April 2005
Skills
Accounting, Financial Analysis, Microsoft Excel, Auditing, Management Accounting, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Accounts Receivable, Account Reconciliation, Finance, Financial Statements, Analysis, Revenue Recognition, General Ledger, Business Planning, Mergers & Acquisitions, Fixed Assets, Payroll, Management, Accounts Payable, Tax, QuickBooks, Invoicing, Budgets, Risk Management, Nonprofits, Accruals
Education
California State University-Hayward - School of Business and Economics 2008 — 2008
Business Administration- Minor in Accounting, Accounting and Finance
Jobvite September 2014 - July 2015
Linden Lab April 2011 - August 2014
Linden Lab October 2012 - April 2013
Taleef Collective 2006 - 2012
Rovi September 2010 - March 2011
Intrinsyx Technologies Corp November 2009 - January 2011
Spott, Lucey & Wall, Inc. CPAs June 2008 - August 2009
Environmental Chemical Corporation February 2004 - April 2005
Skills
Accounting, Financial Analysis, Microsoft Excel, Auditing, Management Accounting, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Accounts Receivable, Account Reconciliation, Finance, Financial Statements, Analysis, Revenue Recognition, General Ledger, Business Planning, Mergers & Acquisitions, Fixed Assets, Payroll, Management, Accounts Payable, Tax, QuickBooks, Invoicing, Budgets, Risk Management, Nonprofits, Accruals
Education
California State University-Hayward - School of Business and Economics 2008 — 2008
Business Administration- Minor in Accounting, Accounting and Finance
Hao (Caroline) Hao's Spott, Lucey & Wall, Inc. CPAs Experience January 2015 - July 2015
Job Accountant at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs January 2015 - July 2015
Harmonia Petroleum Corporation October 2014 - January 2015
Shanghai Pudong Development Bank July 2013 - August 2013
Social Sciences, Health, and Education Library (SSHEL) August 2012 - May 2013
KPMG China July 2012 - August 2012
PwC June 2011 - July 2011
Skills
Accounting, Tax, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Mergers & Acquisitions, Financial Statements, Due Diligence, Banking, Risk Assessment, Event Planning, Customer Service, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science, Accounting (Tax Concentration)
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
Annie Wright School 2006 — 2009
High School Degree
Spott, Lucey & Wall, Inc. CPAs January 2015 - July 2015
Harmonia Petroleum Corporation October 2014 - January 2015
Shanghai Pudong Development Bank July 2013 - August 2013
Social Sciences, Health, and Education Library (SSHEL) August 2012 - May 2013
KPMG China July 2012 - August 2012
PwC June 2011 - July 2011
Skills
Accounting, Tax, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Mergers & Acquisitions, Financial Statements, Due Diligence, Banking, Risk Assessment, Event Planning, Customer Service, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science, Accounting (Tax Concentration)
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
Annie Wright School 2006 — 2009
High School Degree
Alisa LaRue Alisa LaRue's Spott, Lucey & Wall, Inc. CPAs Experience August 2014 - Present
Job Accountant at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs August 2014 - Present
Resource Development Associates February 2011 - April 2014
Resource Development Associates February 2008 - February 2011
Little Dragon English Company August 2003 - February 2004
UC Santa Cruz 2002 - 2003
Skills
Accounting, Bookkeeping, Business, Employee Benefits, Organization, Data Analysis, Research, Microsoft Excel, Problem Solving, Microsoft Word, Operations Management, Budgets, Leadership, Management, Coaching, Community Outreach, Training, Policy, Government, Event Planning, Program Management
Education
San Francisco State University 2012 — 2014
Master of Science (M.S.), Accounting
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts, Psychology
Spott, Lucey & Wall, Inc. CPAs August 2014 - Present
Resource Development Associates February 2011 - April 2014
Resource Development Associates February 2008 - February 2011
Little Dragon English Company August 2003 - February 2004
UC Santa Cruz 2002 - 2003
Skills
Accounting, Bookkeeping, Business, Employee Benefits, Organization, Data Analysis, Research, Microsoft Excel, Problem Solving, Microsoft Word, Operations Management, Budgets, Leadership, Management, Coaching, Community Outreach, Training, Policy, Government, Event Planning, Program Management
Education
San Francisco State University 2012 — 2014
Master of Science (M.S.), Accounting
University of California, Santa Cruz 2002 — 2006
Bachelor of Arts, Psychology
Maria Kahle Maria Kahle's Spott, Lucey & Wall, Inc. CPAs Experience August 2002 - August 2003
Job Social Media Manager, Financial Analyst and Controller
Industry Marketing and Advertising
Experience
LEVEL Studios December 2014 - Present
Rosetta September 2012 - Present
LEVEL Studios, A Rosetta Company January 2012 - September 2012
LEVEL Studios January 2006 - December 2011
Spott, Lucey & Wall, Inc. CPAs August 2002 - August 2003
Siemens AG, Munich, Germany 2001 - 2002
Skills
Microsoft Excel, Analytics, Software conversions, Financial Audits, Financial Reporting and..., Staff training, Social Media Measurement, Audience Analysis, Software Conversions, Social Media, Digital Marketing, Analysis, Auditing, Management, SEO, Online Marketing, Social Networking, User Experience, Social Media Marketing, Digital Strategy, Advertising, Accounting, E-commerce, Interactive Marketing, Strategic Financial..., Marketing, Email Marketing, Product Marketing, Web Analytics, Mobile Marketing, Google Analytics, Data Analysis, Online Advertising, Google Adwords
Education
University of California, Davis 2003 — 2005
BS, Managerial Economics, summa cum laude
Leipzig University 1999 — 2002
Business Administration, Accounting, Controlling
LEVEL Studios December 2014 - Present
Rosetta September 2012 - Present
LEVEL Studios, A Rosetta Company January 2012 - September 2012
LEVEL Studios January 2006 - December 2011
Spott, Lucey & Wall, Inc. CPAs August 2002 - August 2003
Siemens AG, Munich, Germany 2001 - 2002
Skills
Microsoft Excel, Analytics, Software conversions, Financial Audits, Financial Reporting and..., Staff training, Social Media Measurement, Audience Analysis, Software Conversions, Social Media, Digital Marketing, Analysis, Auditing, Management, SEO, Online Marketing, Social Networking, User Experience, Social Media Marketing, Digital Strategy, Advertising, Accounting, E-commerce, Interactive Marketing, Strategic Financial..., Marketing, Email Marketing, Product Marketing, Web Analytics, Mobile Marketing, Google Analytics, Data Analysis, Online Advertising, Google Adwords
Education
University of California, Davis 2003 — 2005
BS, Managerial Economics, summa cum laude
Leipzig University 1999 — 2002
Business Administration, Accounting, Controlling
Jeng Lim's Spott, Lucey & Wall, Inc. CPAs Experience September 2007 - November 2008
Job Sales Service Representative
Industry Photography
Experience
Ricoh Americas Corporation October 2014 - Present
BorrowLenses July 2013 - March 2014
BorrowLenses January 2013 - July 2013
BECCA Inc. May 2009 - October 2011
Spott, Lucey & Wall, Inc. CPAs September 2007 - November 2008
First Legal Support Services June 2007 - September 2007
Williams Lea August 2004 - June 2007
TownePlace Suites by Marriott November 2003 - July 2004
Courtyard by Marriott October 2002 - November 2003
Hertz Local Edition January 2001 - October 2002
Skills
Customer Service, Supervisory Skills, Customer Satisfaction, Call Center, Windows 7, Mac OS X, QuickBooks, OS X, Warehouse Management, Supply Ordering, Electronics Packaging, Management, Call Centers, Photography, Sales, Troubleshooting, Training, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Skyline College 1997 — 1999
Psychology
Raoul Wallenberg Traditional High School 1993 — 1997
Yes, Art
Ricoh Americas Corporation October 2014 - Present
BorrowLenses July 2013 - March 2014
BorrowLenses January 2013 - July 2013
BECCA Inc. May 2009 - October 2011
Spott, Lucey & Wall, Inc. CPAs September 2007 - November 2008
First Legal Support Services June 2007 - September 2007
Williams Lea August 2004 - June 2007
TownePlace Suites by Marriott November 2003 - July 2004
Courtyard by Marriott October 2002 - November 2003
Hertz Local Edition January 2001 - October 2002
Skills
Customer Service, Supervisory Skills, Customer Satisfaction, Call Center, Windows 7, Mac OS X, QuickBooks, OS X, Warehouse Management, Supply Ordering, Electronics Packaging, Management, Call Centers, Photography, Sales, Troubleshooting, Training, PowerPoint, Social Media, Microsoft Excel, Microsoft Word
Education
Skyline College 1997 — 1999
Psychology
Raoul Wallenberg Traditional High School 1993 — 1997
Yes, Art
Angela(Wenwen) Wang ,CPA's Spott, Lucey & Wall, Inc. CPAs Experience August 2013 - November 2014
Job Senior Accountant at Seiler LLP
Industry Accounting
Experience
Seiler LLP November 2014 - Present
Spott, Lucey & Wall, Inc. CPAs August 2013 - November 2014
Ernst & Young March 2012 - July 2012
REANDA CERTIFIED PUBLIC ACCOUNTANTS CO.,LTD June 2011 - September 2011
Skills
Financial Accounting, Tax Accounting, Financial Audits, Customer Oriented, Teamwork, Financial Analysis, Accounting
Education
University of Michigan 2012 — 2013
Master's Degree, Accounting, 3.8
CPA license 2014 — 2015
Seiler LLP November 2014 - Present
Spott, Lucey & Wall, Inc. CPAs August 2013 - November 2014
Ernst & Young March 2012 - July 2012
REANDA CERTIFIED PUBLIC ACCOUNTANTS CO.,LTD June 2011 - September 2011
Skills
Financial Accounting, Tax Accounting, Financial Audits, Customer Oriented, Teamwork, Financial Analysis, Accounting
Education
University of Michigan 2012 — 2013
Master's Degree, Accounting, 3.8
CPA license 2014 — 2015
Hassan Iftikhar's Spott, Lucey & Wall, Inc. CPAs Experience June 2014 - April 2015
Job Tax Associate, BBAM LLC
Industry Accounting
Experience
BBAM LLC May 2015 - Present
Spott, Lucey & Wall, Inc. CPAs June 2014 - April 2015
College Link Program, California State University, East Bay September 2013 - April 2014
California State University East Bay Project IMPACT February 2013 - August 2013
Pioneer Advertising- CSU East Bay June 2011 - April 2013
Sigma Delta Upsilon 2011 - 2013
Touchstone Communications December 2004 - October 2007
Skills
Accounting, Bookkeeping, Financial Accounting, Microsoft Excel, Management, Training, Analysis, Customer Satisfaction, Sales, Project Planning, Time Management, Microsoft Office, Microsoft Word, Customer Service
Education
California State University-Hayward - School of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting; Operations and Enterprise Resource Management
BBAM LLC May 2015 - Present
Spott, Lucey & Wall, Inc. CPAs June 2014 - April 2015
College Link Program, California State University, East Bay September 2013 - April 2014
California State University East Bay Project IMPACT February 2013 - August 2013
Pioneer Advertising- CSU East Bay June 2011 - April 2013
Sigma Delta Upsilon 2011 - 2013
Touchstone Communications December 2004 - October 2007
Skills
Accounting, Bookkeeping, Financial Accounting, Microsoft Excel, Management, Training, Analysis, Customer Satisfaction, Sales, Project Planning, Time Management, Microsoft Office, Microsoft Word, Customer Service
Education
California State University-Hayward - School of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting; Operations and Enterprise Resource Management
William J. Vinovich IV William J. Vinovich IV's Spott, Lucey & Wall, Inc. CPAs Experience September 2013 - Present
Job Accounting Associate at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs September 2013 - Present
Office of Chief Counsel for the United States Department of the Treasury – Internal Revenue Service January 2013 - May 2013
Vinovich & Associates - CPA Firm January 2007 - March 2013
Oakland Raiders May 2012 - August 2012
Jenny Craig Pavilion at the University of San Diego September 2008 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Legal Assistance, Mediation, Legal Issues, Accounting, Real Estate, Research, Spanish, Legal Research, Legal Writing, Social Media, Lexis
Education
Marquette University Law School 2010 — 2013
J.D., Sports Law
Marquette University Graduate School of Management 2010 — 2013
M.B.A., Specialization in Sports Business
University of San Diego 2007 — 2010
B.B.A., Business Administration
Lutheran High School of Orange County 2003 — 2007
High School Diploma
Spott, Lucey & Wall, Inc. CPAs September 2013 - Present
Office of Chief Counsel for the United States Department of the Treasury – Internal Revenue Service January 2013 - May 2013
Vinovich & Associates - CPA Firm January 2007 - March 2013
Oakland Raiders May 2012 - August 2012
Jenny Craig Pavilion at the University of San Diego September 2008 - May 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Legal Assistance, Mediation, Legal Issues, Accounting, Real Estate, Research, Spanish, Legal Research, Legal Writing, Social Media, Lexis
Education
Marquette University Law School 2010 — 2013
J.D., Sports Law
Marquette University Graduate School of Management 2010 — 2013
M.B.A., Specialization in Sports Business
University of San Diego 2007 — 2010
B.B.A., Business Administration
Lutheran High School of Orange County 2003 — 2007
High School Diploma
Peter Gallagher, CPA Peter Gallagher, CPA's Spott, Lucey & Wall, Inc. CPAs Experience October 2010 - January 2014
Job International Tax Senior Associate at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte January 2014 - Present
Spott, Lucey & Wall, Inc. CPAs October 2010 - January 2014
PACCAR Inc. June 2010 - September 2010
University of Washington, Bothell August 2009 - June 2010
Delta Epsilon Chi April 2009 - May 2010
Best Buy October 2007 - June 2009
Vector Marketing July 2006 - October 2007
Skills
Tax Preparation, International Tax, Client Service, Accounting, Excel, Tax, Problem Solving, Quickbooks, Financial Analysis, Microsoft Office, Customer Relations, Financial Accounting, QuickBooks, Microsoft Excel, ProSystem fx Tax, CCH Intelliconnect, RIA, Customer Service, Team Leadership, Finance, Analysis, Financial Reporting
Education
Golden Gate University 2011 — 2016
Masters of Science, Taxation
University of Washington 2008 — 2010
B.A, Business Administration - Accounting
Everett Community College 2006 — 2008
Transfer, Business
Deloitte January 2014 - Present
Spott, Lucey & Wall, Inc. CPAs October 2010 - January 2014
PACCAR Inc. June 2010 - September 2010
University of Washington, Bothell August 2009 - June 2010
Delta Epsilon Chi April 2009 - May 2010
Best Buy October 2007 - June 2009
Vector Marketing July 2006 - October 2007
Skills
Tax Preparation, International Tax, Client Service, Accounting, Excel, Tax, Problem Solving, Quickbooks, Financial Analysis, Microsoft Office, Customer Relations, Financial Accounting, QuickBooks, Microsoft Excel, ProSystem fx Tax, CCH Intelliconnect, RIA, Customer Service, Team Leadership, Finance, Analysis, Financial Reporting
Education
Golden Gate University 2011 — 2016
Masters of Science, Taxation
University of Washington 2008 — 2010
B.A, Business Administration - Accounting
Everett Community College 2006 — 2008
Transfer, Business
Aisha Hameed's Spott, Lucey & Wall, Inc. CPAs Experience December 2009 - December 2012
Job Recent Graduate of UC Davis, Class of 2015
Industry Hospital & Health Care
Experience
Shifa Community Clinic November 2014 - June 2015
Minority Association of Pre-Medical Students June 2013 - May 2014
Muslims Student Association West (MSA West) September 2013 - March 2014
Spott, Lucey & Wall, Inc. CPAs December 2009 - December 2012
Skills
Microsoft Excel, Microsoft Word, Video Editing, Audio Editing, Photoshop, Email
Education
University of California, Davis 2010 — 2015
Bachelor’s Degree, International Relations and Affairs, Pre-Medicine
Shifa Community Clinic November 2014 - June 2015
Minority Association of Pre-Medical Students June 2013 - May 2014
Muslims Student Association West (MSA West) September 2013 - March 2014
Spott, Lucey & Wall, Inc. CPAs December 2009 - December 2012
Skills
Microsoft Excel, Microsoft Word, Video Editing, Audio Editing, Photoshop, Email
Education
University of California, Davis 2010 — 2015
Bachelor’s Degree, International Relations and Affairs, Pre-Medicine
Jordan Reichelt Jordan Reichelt's Spott, Lucey & Wall, Inc. CPAs Experience August 2014 - Present
Job Senior Tax Accountant at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs August 2014 - Present
Voldal Wartelle & Co., P.S. January 2013 - August 2014
Spott, Lucey & Wall, Inc. CPAs August 2011 - January 2013
Skills
Research, Accounting, International Tax, Time Management, QuickBooks, Bookkeeping, Microsoft Excel, Microsoft Word, Microsoft Office, Corporate Tax Planning, Personal Tax Planning, Tax Preparation, Client Service Oriented
Education
Golden Gate University 2012 — 2017
Master of Science (M.S.), Taxation
University of Washington, Michael G. Foster School of Business 2007 — 2011
B.A. in Business Administration with Distinction, Accounting and Human Resource Management
Spott, Lucey & Wall, Inc. CPAs August 2014 - Present
Voldal Wartelle & Co., P.S. January 2013 - August 2014
Spott, Lucey & Wall, Inc. CPAs August 2011 - January 2013
Skills
Research, Accounting, International Tax, Time Management, QuickBooks, Bookkeeping, Microsoft Excel, Microsoft Word, Microsoft Office, Corporate Tax Planning, Personal Tax Planning, Tax Preparation, Client Service Oriented
Education
Golden Gate University 2012 — 2017
Master of Science (M.S.), Taxation
University of Washington, Michael G. Foster School of Business 2007 — 2011
B.A. in Business Administration with Distinction, Accounting and Human Resource Management
Lisa Patterson Rubin Lisa Patterson Rubin's Spott, Lucey & Wall, Inc. CPAs Experience 1989 - 1993
Job Owner at Roses To Radishes Catering
Industry Food & Beverages
Experience
Roses To Radishes Catering 2003 - Present
Kenneth D. Anderson Co., Inc. 2000 - 2003
Putnam Associates 1993 - 2000
Spott, Lucey & Wall, Inc. CPAs 1989 - 1993
Mass Eye and Ear Infirmary 1985 - 1989
Skills
Dinners, Catering, Menu Development, Weddings, Food, Strategic Planning, Project Management, Event Planning, Event Management, Team Building, Marketing Strategy, Time Management
Education
Ohio Wesleyan University 1979 — 1983
BS, Human Services and Spanish
Roses To Radishes Catering 2003 - Present
Kenneth D. Anderson Co., Inc. 2000 - 2003
Putnam Associates 1993 - 2000
Spott, Lucey & Wall, Inc. CPAs 1989 - 1993
Mass Eye and Ear Infirmary 1985 - 1989
Skills
Dinners, Catering, Menu Development, Weddings, Food, Strategic Planning, Project Management, Event Planning, Event Management, Team Building, Marketing Strategy, Time Management
Education
Ohio Wesleyan University 1979 — 1983
BS, Human Services and Spanish
Genevieve Surano's Spott, Lucey & Wall, Inc. CPAs Experience January 2010 - Present
Job Office Administrator/Billing Manager (Level III)
Industry Financial Services
Experience
Spott, Lucey & Wall, Inc. CPAs January 2010 - Present
Mount Diablo National Bank 2002 - 2006
Skills
Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, QuickBooks, Budgets, Financial Analysis, Tax, Income Tax, Analysis, Forecasting, Finance, Strategic Planning
Education
Mills College, Graduate School of Business 2006 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Mills College 2006 — 2009
Bachelor's degree, Economics
Spott, Lucey & Wall, Inc. CPAs January 2010 - Present
Mount Diablo National Bank 2002 - 2006
Skills
Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, QuickBooks, Budgets, Financial Analysis, Tax, Income Tax, Analysis, Forecasting, Finance, Strategic Planning
Education
Mills College, Graduate School of Business 2006 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Mills College 2006 — 2009
Bachelor's degree, Economics
Jacqueline Macias's Spott, Lucey & Wall, Inc. CPAs Experience November 2014 - Present
Job Firm Accountant at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs November 2014 - Present
Spott, Lucey & Wall, Inc. CPAs January 2010 - October 2014
Freelance October 2006 - December 2009
Freelance October 2006 - December 2009
SMS.ac / FanBox January 2009 - September 2009
Union Bank August 2003 - September 2006
Skills
Accounting, Tax, QuickBooks, Microsoft Excel, Income Tax, Tax Preparation, Financials, Finance, Accounts Receivable, Bookkeeping
Education
Golden Gate University 2010 — 2012
Accounting Certificate
University of California, San Diego
Management Science, Economics, Operations, Finance
Spott, Lucey & Wall, Inc. CPAs November 2014 - Present
Spott, Lucey & Wall, Inc. CPAs January 2010 - October 2014
Freelance October 2006 - December 2009
Freelance October 2006 - December 2009
SMS.ac / FanBox January 2009 - September 2009
Union Bank August 2003 - September 2006
Skills
Accounting, Tax, QuickBooks, Microsoft Excel, Income Tax, Tax Preparation, Financials, Finance, Accounts Receivable, Bookkeeping
Education
Golden Gate University 2010 — 2012
Accounting Certificate
University of California, San Diego
Management Science, Economics, Operations, Finance
Irina Benda, CPA, MST's Spott, Lucey & Wall, Inc. CPAs Experience January 2004 - May 2010
Job Sr International Tax Manager at Pivotal Software, Inc.
Industry Accounting
Experience
Pivotal Software, Inc. February 2014 - Present
PwC May 2010 - February 2014
Spott, Lucey & Wall, Inc. CPAs January 2004 - May 2010
Hines August 1997 - April 2000
Skills
International Tax, Corporate Tax, Tax, Accounting, Tax Advisory, Mergers & Acquisitions, Auditing, Financial Statements, Tax Returns, Finance, Tax Research, Private Equity, Project Planning, Income Tax
Education
Golden Gate University 2004 — 2008
Master of Science (MS), Taxation
San Francisco State University 2000 — 2004
Accounting education studies for CPA
Touro College 1994 — 1997
BA, Business Administration - Marketing and Management
Pivotal Software, Inc. February 2014 - Present
PwC May 2010 - February 2014
Spott, Lucey & Wall, Inc. CPAs January 2004 - May 2010
Hines August 1997 - April 2000
Skills
International Tax, Corporate Tax, Tax, Accounting, Tax Advisory, Mergers & Acquisitions, Auditing, Financial Statements, Tax Returns, Finance, Tax Research, Private Equity, Project Planning, Income Tax
Education
Golden Gate University 2004 — 2008
Master of Science (MS), Taxation
San Francisco State University 2000 — 2004
Accounting education studies for CPA
Touro College 1994 — 1997
BA, Business Administration - Marketing and Management
Andrew Scheideman, CPA's Spott, Lucey & Wall, Inc. CPAs Experience August 2011 - July 2012
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG US November 2014 - Present
Novogradac & Company LLP January 2013 - November 2014
Francisco Partners August 2012 - November 2012
Spott, Lucey & Wall, Inc. CPAs August 2011 - July 2012
安贞二小 March 2010 - November 2010
Expertise Education Company Ltd. 2009 - 2010
Skills
Accounting, International Tax, Bookkeeping, QuickBooks, Microsoft Excel, Microsoft Word, Financial Reporting, PowerPoint, Microsoft Office, Research, English, Tax Preparation, Tax, Tax Returns, Tax Research
Education
Golden Gate University 2012 — 2016
Masters in Taxation (Candidate), Taxation, 4.0 GPA
Pacific Union College 2005 — 2009
B.B.A. in Accounting, Accounting
Newbold College 2006 — 2007
Business Administration and Management, General
KPMG US November 2014 - Present
Novogradac & Company LLP January 2013 - November 2014
Francisco Partners August 2012 - November 2012
Spott, Lucey & Wall, Inc. CPAs August 2011 - July 2012
安贞二小 March 2010 - November 2010
Expertise Education Company Ltd. 2009 - 2010
Skills
Accounting, International Tax, Bookkeeping, QuickBooks, Microsoft Excel, Microsoft Word, Financial Reporting, PowerPoint, Microsoft Office, Research, English, Tax Preparation, Tax, Tax Returns, Tax Research
Education
Golden Gate University 2012 — 2016
Masters in Taxation (Candidate), Taxation, 4.0 GPA
Pacific Union College 2005 — 2009
B.B.A. in Accounting, Accounting
Newbold College 2006 — 2007
Business Administration and Management, General
Laurie Shlala's Spott, Lucey & Wall, Inc. CPAs Experience June 2014 - Present
Job Firm Administrator at Spott, Lucey & Wall, Inc. CPAs
Industry Accounting
Experience
Spott, Lucey & Wall, Inc. CPAs June 2014 - Present
Lucid Design Group August 2011 - January 2014
Sibelius, USA, Inc. July 2000 - November 2004
Vergence Technology, Inc. November 1997 - July 2000
NHT / International Jensen, Inc. November 1993 - November 1997
Skills
Management, Budgets, Marketing, Nonprofits, Strategic Planning, Start-ups, Research, Employee Relations, Human Resources, Training, Teaching, Project Management, Financial Reporting, Operations Management, Strategy, Non-profits, Data Analysis, Public Speaking, QuickBooks, Microsoft Excel, SPSS, New Business Development, Leadership, Customer Service
Education
University of California, Berkeley 2000 — 2004
BA, Sociology
University of California, Davis 2006 — 2010
MA, Sociology
Spott, Lucey & Wall, Inc. CPAs June 2014 - Present
Lucid Design Group August 2011 - January 2014
Sibelius, USA, Inc. July 2000 - November 2004
Vergence Technology, Inc. November 1997 - July 2000
NHT / International Jensen, Inc. November 1993 - November 1997
Skills
Management, Budgets, Marketing, Nonprofits, Strategic Planning, Start-ups, Research, Employee Relations, Human Resources, Training, Teaching, Project Management, Financial Reporting, Operations Management, Strategy, Non-profits, Data Analysis, Public Speaking, QuickBooks, Microsoft Excel, SPSS, New Business Development, Leadership, Customer Service
Education
University of California, Berkeley 2000 — 2004
BA, Sociology
University of California, Davis 2006 — 2010
MA, Sociology
Jason S. Lee, CPA's Spott, Lucey & Wall, Inc. CPAs Experience June 2013 - May 2014
Job Advanced Staff Accountant at Holthouse Carlin & Van Trigt LLP
Industry Accounting
Experience
Holthouse Carlin & Van Trigt LLP July 2014 - Present
Spott, Lucey & Wall, Inc. CPAs June 2013 - May 2014
Bank Transactions, Inc. March 2012 - June 2012
Skills
Accounting, Tax, Customer Service, Accounts Payable, GoSystems, Tax Research, CCH Intelliconnect, RIA, Microsoft Office, ProSystem fx Tax, Quickbooks, QuickBooks
Education
University of Southern California - Marshall School of Business 2012 — 2013
MAcc, Leventhal School of Accounting
University of California, San Diego 2008 — 2012
Mangement Science, Accounting Minor
Yonsei University 2009 — 2009
Study Abroad Program, 3.7
Holthouse Carlin & Van Trigt LLP July 2014 - Present
Spott, Lucey & Wall, Inc. CPAs June 2013 - May 2014
Bank Transactions, Inc. March 2012 - June 2012
Skills
Accounting, Tax, Customer Service, Accounts Payable, GoSystems, Tax Research, CCH Intelliconnect, RIA, Microsoft Office, ProSystem fx Tax, Quickbooks, QuickBooks
Education
University of Southern California - Marshall School of Business 2012 — 2013
MAcc, Leventhal School of Accounting
University of California, San Diego 2008 — 2012
Mangement Science, Accounting Minor
Yonsei University 2009 — 2009
Study Abroad Program, 3.7