SurePrep LLC
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SurePrep LLC Employees
Employee
Years
Job
Industry
Kinh Truong Kinh Truong's SurePrep LLC Experience January 2014 - March 2014
Job HR Coordinator at Mazda North American Operations
Industry Automotive
Experience
Kia Motors America May 2014 - September 2014
Kia Motors America March 2014 - May 2014
SurePrep LLC January 2014 - March 2014
Kia Motors America August 2013 - January 2014
SurePrep LLC January 2013 - April 2013
PeopleG2 July 2011 - January 2013
US Best Repairs March 2012 - October 2012
Red Persimmon Nails & Spa February 2007 - July 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Project Management, Time Management, Customer Service, Marketing, Event Planning, Social Networking, Analysis, Social Media Marketing, Data Analysis, Recruiting, Human Resources, Facebook
Education
California State University-Long Beach 2006 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics, Graduated
Allan Hancock College 2007 — 2009
General Education - Summer
Righetti High School 2002 — 2006
High School Diploma
Kia Motors America May 2014 - September 2014
Kia Motors America March 2014 - May 2014
SurePrep LLC January 2014 - March 2014
Kia Motors America August 2013 - January 2014
SurePrep LLC January 2013 - April 2013
PeopleG2 July 2011 - January 2013
US Best Repairs March 2012 - October 2012
Red Persimmon Nails & Spa February 2007 - July 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, PowerPoint, Training, English, Project Management, Time Management, Customer Service, Marketing, Event Planning, Social Networking, Analysis, Social Media Marketing, Data Analysis, Recruiting, Human Resources, Facebook
Education
California State University-Long Beach 2006 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics, Graduated
Allan Hancock College 2007 — 2009
General Education - Summer
Righetti High School 2002 — 2006
High School Diploma
Dong Sun Koo's SurePrep LLC Experience January 2015 - April 2015
Job Investment Analyst
Industry Financial Services
Experience
Pacific Life March 2015 - Present
SurePrep LLC January 2015 - April 2015
Country Archer June 2014 - October 2014
Simon Business School, University of Rochester January 2014 - May 2014
Simon Business School, University of Rochester May 2013 - June 2013
MK Advanced Marketing May 2012 - August 2012
Skills
FactSet, Bloomberg Terminal, Economics, Morningstar, Zephyr Style Advisor, Fund Analysis, Portfolio Management, SEC filings, Data Analysis, Financial Analysis, M&A analysis, SAS
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Northwood High School 2007 — 2010
Pacific Life March 2015 - Present
SurePrep LLC January 2015 - April 2015
Country Archer June 2014 - October 2014
Simon Business School, University of Rochester January 2014 - May 2014
Simon Business School, University of Rochester May 2013 - June 2013
MK Advanced Marketing May 2012 - August 2012
Skills
FactSet, Bloomberg Terminal, Economics, Morningstar, Zephyr Style Advisor, Fund Analysis, Portfolio Management, SEC filings, Data Analysis, Financial Analysis, M&A analysis, SAS
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Northwood High School 2007 — 2010
Liana Nguyen Liana Nguyen's SurePrep LLC Experience November 2010 - April 2011
Job Commercial Credit Analyst at VW Credit, Inc.
Industry Financial Services
Experience
VW Credit, Inc. June 2014 - Present
VW Credit, Inc. May 2011 - June 2014
Marriott International January 2011 - April 2011
SurePrep LLC November 2010 - April 2011
SurePrep LLC January 2010 - November 2010
Mercedes-Benz Financial Services USA LLC October 2007 - June 2009
Washington Mutual now JP Morgan Chase November 2006 - October 2007
Skills
Microsoft Office, Mac, Adobe, Lotus Notes, Depreciation, S Corporations, Partnership Taxation, Corporate Tax, State Taxation, Federal Taxation, Individual Taxation, Physical Inventory, Auditing, Banking, Customer Relations, Notary Public, Business Objects, crowe navigator, Dealer Relationships, Financial Statements, CMS, WMS, DAS, Tax, Financial Analysis, Customer Service, Accounting, Management
Education
University of California, Irvine 2007 — 2009
BA
Golden West College 2003 — 2005
AA
VW Credit, Inc. June 2014 - Present
VW Credit, Inc. May 2011 - June 2014
Marriott International January 2011 - April 2011
SurePrep LLC November 2010 - April 2011
SurePrep LLC January 2010 - November 2010
Mercedes-Benz Financial Services USA LLC October 2007 - June 2009
Washington Mutual now JP Morgan Chase November 2006 - October 2007
Skills
Microsoft Office, Mac, Adobe, Lotus Notes, Depreciation, S Corporations, Partnership Taxation, Corporate Tax, State Taxation, Federal Taxation, Individual Taxation, Physical Inventory, Auditing, Banking, Customer Relations, Notary Public, Business Objects, crowe navigator, Dealer Relationships, Financial Statements, CMS, WMS, DAS, Tax, Financial Analysis, Customer Service, Accounting, Management
Education
University of California, Irvine 2007 — 2009
BA
Golden West College 2003 — 2005
AA
Bhavesh Bhakta Bhavesh Bhakta's SurePrep LLC Experience February 2015 - April 2015
Job Investment Analyst
Industry Financial Services
Experience
Days Inn Hotel & Suites April 2015 - Present
SurePrep LLC February 2015 - April 2015
Haus of Grey November 2014 - February 2015
Devashish Securities Pvt. Ltd. March 2012 - March 2014
Mangal Keshav Securities Ltd April 2011 - February 2012
Skills
Equity Valuation..., Alternative Assets..., Financial Reporting &..., Corporate Finance-..., MS Excel Pivot Tables, Technical Analysis, Economics-Micro & Macro, Equities, Equity Research, Financial Modeling, Management, Financial Analysis, Microsoft Excel, Trading, Finance, Analysis, Financial Planning, Financial Reporting
Education
CFA Institute
De Montfort University 2007 — 2008
Master of Science (MSc), Accounting and Finance, Pass
South Gujarat University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Days Inn Hotel & Suites April 2015 - Present
SurePrep LLC February 2015 - April 2015
Haus of Grey November 2014 - February 2015
Devashish Securities Pvt. Ltd. March 2012 - March 2014
Mangal Keshav Securities Ltd April 2011 - February 2012
Skills
Equity Valuation..., Alternative Assets..., Financial Reporting &..., Corporate Finance-..., MS Excel Pivot Tables, Technical Analysis, Economics-Micro & Macro, Equities, Equity Research, Financial Modeling, Management, Financial Analysis, Microsoft Excel, Trading, Finance, Analysis, Financial Planning, Financial Reporting
Education
CFA Institute
De Montfort University 2007 — 2008
Master of Science (MSc), Accounting and Finance, Pass
South Gujarat University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fiona Guo Fiona Guo's SurePrep LLC Experience February 2015 - April 2015
Job Finance Specialist at ClearFlow, Inc.
Industry Financial Services
Experience
ClearFlow, Inc. May 2015 - Present
Independent 2010 - Present
SurePrep LLC February 2015 - April 2015
InTouch Health 2011 - 2012
Graviton Fund 2010 - 2011
Santa Barbara Chinese School 2010 - 2011
University of California, Santa Barbara August 2010 - September 2010
GE Healthcare 2007 - 2008
GE Healthcare 2006 - 2007
Skills
Financial Analysis, Financial Accounting, Access, Finance, Market Analysis, Business Analysis, Data Analysis, Forecasting, Eviews, Matlab, Microsoft Excel, Process Improvement, Oracle, Accounting, Outlook, Healthcare, Revenue Recognition, Translation, China Business..., Cost Accounting, Management Accounting, SQL, Tax, QuickBooks, Customer Relationship...
Education
University of California, Los Angeles 2012 — 2013
Accounting Certificate
University of California, Santa Barbara 2009 — 2010
M.A., Business Economics
Dalian University of Foreign Languages
B.A., Business English
Yangquan No. 1 High School
ClearFlow, Inc. May 2015 - Present
Independent 2010 - Present
SurePrep LLC February 2015 - April 2015
InTouch Health 2011 - 2012
Graviton Fund 2010 - 2011
Santa Barbara Chinese School 2010 - 2011
University of California, Santa Barbara August 2010 - September 2010
GE Healthcare 2007 - 2008
GE Healthcare 2006 - 2007
Skills
Financial Analysis, Financial Accounting, Access, Finance, Market Analysis, Business Analysis, Data Analysis, Forecasting, Eviews, Matlab, Microsoft Excel, Process Improvement, Oracle, Accounting, Outlook, Healthcare, Revenue Recognition, Translation, China Business..., Cost Accounting, Management Accounting, SQL, Tax, QuickBooks, Customer Relationship...
Education
University of California, Los Angeles 2012 — 2013
Accounting Certificate
University of California, Santa Barbara 2009 — 2010
M.A., Business Economics
Dalian University of Foreign Languages
B.A., Business English
Yangquan No. 1 High School
Gurpreet Dhiman's SurePrep LLC Experience March 2014 - April 2014
Job Project Coordinator/Accounting Assistant at Vomela
Industry Financial Services
Experience
Vomela December 2014 - Present
7-Eleven December 2007 - September 2014
SurePrep LLC March 2014 - April 2014
Anteater Express August 2010 - June 2012
Skills
Inventory Management, Forecasting, Market Analysis, Employee Management, Customer Service, Resource Management, Market Research, Customer Retention, Strategic Financial..., Financial Statement..., Marketing Strategy, Sales, HTML, CSS, Operational Excellence, Product Marketing, Sales Promotion, Social Promotion, Computer Proficiency, Development Of Employees, Multilingual, Multitasking Skills, Strategic Planning, Strategic Communications, Inventory Analysis, Cash Management, Cash Handling Experience, Vendor Relationships, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Data Entry, Redaction, PowerPoint
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Sonora High School 2004 — 2008
Vomela December 2014 - Present
7-Eleven December 2007 - September 2014
SurePrep LLC March 2014 - April 2014
Anteater Express August 2010 - June 2012
Skills
Inventory Management, Forecasting, Market Analysis, Employee Management, Customer Service, Resource Management, Market Research, Customer Retention, Strategic Financial..., Financial Statement..., Marketing Strategy, Sales, HTML, CSS, Operational Excellence, Product Marketing, Sales Promotion, Social Promotion, Computer Proficiency, Development Of Employees, Multilingual, Multitasking Skills, Strategic Planning, Strategic Communications, Inventory Analysis, Cash Management, Cash Handling Experience, Vendor Relationships, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Data Entry, Redaction, PowerPoint
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Sonora High School 2004 — 2008
Wes Lazear Wes Lazear's SurePrep LLC Experience October 2012 - Present
Job Giving mortgage lenders the best thing since the 90`s.
Industry Financial Services
Experience
SurePrep LLC October 2012 - Present
Self-employed consultant July 2011 - October 2012
MetLife Home Loans September 2010 - July 2011
Countrywide Bank / Bank of America November 2006 - January 2009
Bank of America September 2002 - November 2006
Bank of America May 2000 - September 2002
Bank of America June 1995 - May 2000
Bank of America January 1992 - June 1995
Skills
Business Process..., Credit Management, MS Office Suite, Mortgage, Credit, Loans, Customer Relations, Banking, Mortgage Lending, Executive Management, Credit Analysis, Process Improvement, Risk, Team Building, Due Diligence, Management Consulting, Mentoring, Coaching, Customer Service, Team Leadership, Six Sigma, Underwriting, Financial Analysis, Financial Risk, Microsoft Office, OCR, Optical Character..., SalesForce, Technical Product Sales, Residential Mortgages, Risk Management, Leadership, Mortgage Underwriting, Business Process, Loan Origination, Strategic Planning, Salesforce.com, Management, Training, Finance, Financial Services, Sales, Mortgage Banking, Commercial Lending, Real Estate, Loan Servicing
Education
The University of Dallas 1982 — 1985
MBA, Mgmt Info Systems
Northern Illinois University - College of Business 1976 — 1978
Bachelor's degree, Business/Commerce, General
SurePrep LLC October 2012 - Present
Self-employed consultant July 2011 - October 2012
MetLife Home Loans September 2010 - July 2011
Countrywide Bank / Bank of America November 2006 - January 2009
Bank of America September 2002 - November 2006
Bank of America May 2000 - September 2002
Bank of America June 1995 - May 2000
Bank of America January 1992 - June 1995
Skills
Business Process..., Credit Management, MS Office Suite, Mortgage, Credit, Loans, Customer Relations, Banking, Mortgage Lending, Executive Management, Credit Analysis, Process Improvement, Risk, Team Building, Due Diligence, Management Consulting, Mentoring, Coaching, Customer Service, Team Leadership, Six Sigma, Underwriting, Financial Analysis, Financial Risk, Microsoft Office, OCR, Optical Character..., SalesForce, Technical Product Sales, Residential Mortgages, Risk Management, Leadership, Mortgage Underwriting, Business Process, Loan Origination, Strategic Planning, Salesforce.com, Management, Training, Finance, Financial Services, Sales, Mortgage Banking, Commercial Lending, Real Estate, Loan Servicing
Education
The University of Dallas 1982 — 1985
MBA, Mgmt Info Systems
Northern Illinois University - College of Business 1976 — 1978
Bachelor's degree, Business/Commerce, General
Peter Miele Peter Miele's SurePrep LLC Experience February 2012 - Present
Job Vice President of Sales at SurePrep, LLC
Industry Accounting
Experience
SurePrep LLC February 2012 - Present
SurePrep LLC April 2006 - Present
DELOITTE TAX LLP 1998 - 2006
Skills
Account Management, Accounting, Tax, SaaS, Financial Reporting, Strategic Planning, Management Consulting, New Business Development, Solution Selling, Financial Analysis, Sales, Business Development, Sales Management, CRM, Negotiation, Management, Business Analysis, Marketing, Business Process..., Training, Accounts Receivable
Education
Seton Hall University 1995 — 1998
SurePrep LLC February 2012 - Present
SurePrep LLC April 2006 - Present
DELOITTE TAX LLP 1998 - 2006
Skills
Account Management, Accounting, Tax, SaaS, Financial Reporting, Strategic Planning, Management Consulting, New Business Development, Solution Selling, Financial Analysis, Sales, Business Development, Sales Management, CRM, Negotiation, Management, Business Analysis, Marketing, Business Process..., Training, Accounts Receivable
Education
Seton Hall University 1995 — 1998
Bret Wier Bret Wier's SurePrep LLC Experience August 2002 - October 2011
Job Manager of Finance at the Village of Angel Fire
Industry Leisure, Travel & Tourism
Experience
Village of Angel Fire July 2015 - Present
Angel Fire Resort July 2012 - July 2015
Pileus Software, LLC October 2011 - July 2013
SurePrep, LLC August 2002 - October 2011
Sureprep India Private Limited August 2002 - October 2011
CCH March 2001 - August 2002
ePace! Software March 2000 - March 2001
Thomson/RIA 1994 - 2000
Skills
Software Reviews, Software Requirements, Software Process..., Sales Management..., Sales Management..., Sales Process..., Major Account..., C-Level Presentations, Sales Cycle Management, Executive-level..., Process Redesign, Software Selection, Information Technology..., Marketing Budget, Marketing Budget..., Sales Support Tools, Advertising Collateral, Outsourced Marketing, Salesforce.com System..., Salesforce.com..., Salesforce.com..., DemandTools, Vertical Response, Entrepreneurship, Accounting, CRM, Training, Strategic Planning, Product Development, Consulting, New Business Development, Outsourcing, Leadership, Marketing, Start-ups, Lead Generation, Business Development, Cross-functional Team..., Management, SaaS, Negotiation, Sales, Contract Negotiation, Enterprise Software, Solution Selling, Strategy, Selling, Professional Services, Go-to-market Strategy, Product Management
Education
The University of Texas at Arlington 1980 — 1985
BBA, Systems Analysis
MacArthur High School 1976 — 1980
Village of Angel Fire July 2015 - Present
Angel Fire Resort July 2012 - July 2015
Pileus Software, LLC October 2011 - July 2013
SurePrep, LLC August 2002 - October 2011
Sureprep India Private Limited August 2002 - October 2011
CCH March 2001 - August 2002
ePace! Software March 2000 - March 2001
Thomson/RIA 1994 - 2000
Skills
Software Reviews, Software Requirements, Software Process..., Sales Management..., Sales Management..., Sales Process..., Major Account..., C-Level Presentations, Sales Cycle Management, Executive-level..., Process Redesign, Software Selection, Information Technology..., Marketing Budget, Marketing Budget..., Sales Support Tools, Advertising Collateral, Outsourced Marketing, Salesforce.com System..., Salesforce.com..., Salesforce.com..., DemandTools, Vertical Response, Entrepreneurship, Accounting, CRM, Training, Strategic Planning, Product Development, Consulting, New Business Development, Outsourcing, Leadership, Marketing, Start-ups, Lead Generation, Business Development, Cross-functional Team..., Management, SaaS, Negotiation, Sales, Contract Negotiation, Enterprise Software, Solution Selling, Strategy, Selling, Professional Services, Go-to-market Strategy, Product Management
Education
The University of Texas at Arlington 1980 — 1985
BBA, Systems Analysis
MacArthur High School 1976 — 1980
Azita Guiv Azita Guiv's SurePrep LLC Experience January 2013 - April 2013
Job
Industry Financial Services
Experience
SurePrep LLC January 2013 - April 2013
Displays by Jack May 2010 - August 2010
Madison Bleu February 2007 - April 2008
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Accounting
SurePrep LLC January 2013 - April 2013
Displays by Jack May 2010 - August 2010
Madison Bleu February 2007 - April 2008
Education
University of California, San Diego 2009 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Accounting
Robert Winterbottom's SurePrep LLC Experience 2008 - 2010
Job Realtor at HomeCity Real Estate, CEO Winterbottom Residential
Industry Management Consulting
Experience
HomeCity Real Estate April 2011 - Present
ARW Franchise Consultants, LLC. March 2010 - March 2014
SurePrep, LLC 2008 - 2010
Automatic Data Processing (ADP) July 2007 - March 2008
Sales and Training Consultant July 2005 - July 2007
MicroMain Corporation 2001 - 2005
Dell 1998 - 2001
MCI 1989 - 1998
Skills
Sales, Sales Management, Leadership, Selling, Account Management, Sales Process, Networking, Strategy, Sales Operations, Time Management, Retail, Contract Negotiation, Negotiation, Real Estate, Business Development, Customer Service, Project Management, Call Centers, Management, Strategic Partnerships, Solution Selling, New Business Development, Salesforce.com, Cross-functional Team..., Marketing Strategy, CRM, Lead Generation, Telecommunications, Process Improvement, Team Building, Direct Sales, Start-ups, Strategic Planning, Sales Presentations, SaaS, Vendor Management, Training, Seller Representation
Education
The University of New Mexico 1990 — 1992
Temple Baptist Academy 1986 — 1989
Diploma
HomeCity Real Estate April 2011 - Present
ARW Franchise Consultants, LLC. March 2010 - March 2014
SurePrep, LLC 2008 - 2010
Automatic Data Processing (ADP) July 2007 - March 2008
Sales and Training Consultant July 2005 - July 2007
MicroMain Corporation 2001 - 2005
Dell 1998 - 2001
MCI 1989 - 1998
Skills
Sales, Sales Management, Leadership, Selling, Account Management, Sales Process, Networking, Strategy, Sales Operations, Time Management, Retail, Contract Negotiation, Negotiation, Real Estate, Business Development, Customer Service, Project Management, Call Centers, Management, Strategic Partnerships, Solution Selling, New Business Development, Salesforce.com, Cross-functional Team..., Marketing Strategy, CRM, Lead Generation, Telecommunications, Process Improvement, Team Building, Direct Sales, Start-ups, Strategic Planning, Sales Presentations, SaaS, Vendor Management, Training, Seller Representation
Education
The University of New Mexico 1990 — 1992
Temple Baptist Academy 1986 — 1989
Diploma
Octavian Tomos Octavian Tomos's SurePrep LLC Experience April 2007 - Present
Job Regional Sales Manager at SurePrep LLC
Industry Information Technology and Services
Experience
SurePrep LLC April 2007 - Present
CUNA Mutual Group January 2004 - April 2007
Mortgage Lending January 1995 - December 2003
Skills
Solution Selling, SaaS, Account Management, Sales Process, Salesforce.com, Sales Management, Sales Presentations, Training
Education
Oregon State University
SurePrep LLC April 2007 - Present
CUNA Mutual Group January 2004 - April 2007
Mortgage Lending January 1995 - December 2003
Skills
Solution Selling, SaaS, Account Management, Sales Process, Salesforce.com, Sales Management, Sales Presentations, Training
Education
Oregon State University
Laura Patton Laura Patton's SurePrep LLC Experience January 2004 - June 2006
Job Account Executive at LexisNexis Litigation Solutions
Industry Computer Software
Experience
LexisNexis March 2014 - Present
Workshare January 2013 - December 2013
Thomson Reuters April 2011 - January 2013
XCM Solutions, LLC April 2009 - February 2011
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
SurePrep LLC January 2004 - June 2006
Thomson Reuters June 2000 - January 2004
Skills
Negotiation, Consultative Selling, Customer Relations, Account Management, Sales Operations, Cold Calling, Selling, Direct Sales, Customer Retention, Leadership, Project Management, Customer Service, Solution Selling, CRM, Accounting, Sales, Contract Negotiation, Management, Business Development, New Business Development, SaaS, Sales Process, Business Process..., B2B, Enterprise Software, Forecasting, Key Account Management, Sales Presentations, Strategic Partnerships, Team Leadership, Salesforce.com, Cloud Computing, Strategic Planning
Education
Suffolk University
Master's Degree, Tax Law/Taxation, With Honors
University of Massachusetts, Amherst
Bachelors of Business Administration (BBA), Accounting
LexisNexis March 2014 - Present
Workshare January 2013 - December 2013
Thomson Reuters April 2011 - January 2013
XCM Solutions, LLC April 2009 - February 2011
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
SurePrep LLC January 2004 - June 2006
Thomson Reuters June 2000 - January 2004
Skills
Negotiation, Consultative Selling, Customer Relations, Account Management, Sales Operations, Cold Calling, Selling, Direct Sales, Customer Retention, Leadership, Project Management, Customer Service, Solution Selling, CRM, Accounting, Sales, Contract Negotiation, Management, Business Development, New Business Development, SaaS, Sales Process, Business Process..., B2B, Enterprise Software, Forecasting, Key Account Management, Sales Presentations, Strategic Partnerships, Team Leadership, Salesforce.com, Cloud Computing, Strategic Planning
Education
Suffolk University
Master's Degree, Tax Law/Taxation, With Honors
University of Massachusetts, Amherst
Bachelors of Business Administration (BBA), Accounting
Sudeep Jha Sudeep Jha's SurePrep LLC Experience July 2015 - Present
Job Software Product Development Leader
Industry Computer Software
Experience
SurePrep LLC July 2015 - Present
Wolters Kluwer October 2009 - July 2015
CCH December 2005 - September 2009
CCH September 2001 - November 2005
SQL Star International September 1999 - September 2001
Wire Technologies (I) Pvt Ltd January 1998 - September 1999
Ranbaxy June 1997 - December 1997
Skills
Agile Methodologies, Software Development, Software Project..., Scrum, SaaS, SDLC, Agile Project Management, .NET, SOA, Cloud Computing, Enterprise Software, Product Management, Microsoft SQL Server, Requirements Analysis, Project Management, Web Services, Solution Architecture, Business Analysis, Requirements Gathering, Enterprise Architecture, Management, Integration, Software Design, SQL, Program Management, C#, XML, VB.NET, Business Intelligence, Vendor Management, Architectures, IT Strategy, Web Applications, Mobile Devices, Process Improvement, REST, NoSQL, Application Security, Databases, Big Data
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Executive Program in Management, Business Administration and Management, General
Amravati University 1993 — 1997
BS, Computer Science & Engineering
Delhi Public School, Bokaro Steel City
SurePrep LLC July 2015 - Present
Wolters Kluwer October 2009 - July 2015
CCH December 2005 - September 2009
CCH September 2001 - November 2005
SQL Star International September 1999 - September 2001
Wire Technologies (I) Pvt Ltd January 1998 - September 1999
Ranbaxy June 1997 - December 1997
Skills
Agile Methodologies, Software Development, Software Project..., Scrum, SaaS, SDLC, Agile Project Management, .NET, SOA, Cloud Computing, Enterprise Software, Product Management, Microsoft SQL Server, Requirements Analysis, Project Management, Web Services, Solution Architecture, Business Analysis, Requirements Gathering, Enterprise Architecture, Management, Integration, Software Design, SQL, Program Management, C#, XML, VB.NET, Business Intelligence, Vendor Management, Architectures, IT Strategy, Web Applications, Mobile Devices, Process Improvement, REST, NoSQL, Application Security, Databases, Big Data
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Executive Program in Management, Business Administration and Management, General
Amravati University 1993 — 1997
BS, Computer Science & Engineering
Delhi Public School, Bokaro Steel City
Thomas Derenze Thomas Derenze's SurePrep LLC Experience September 2011 - April 2015
Job Customer Success Manager at Impact Radius, Inc.
Industry Computer Software
Experience
Impact Radius, Inc. April 2015 - Present
SurePrep LLC September 2011 - April 2015
SurePrep LLC September 2010 - April 2015
SurePrep LLC July 2010 - April 2015
SurePrep LLC October 2010 - August 2013
SurePrep LLC February 2010 - April 2012
Skills
Editing, Customer Service, Social Media, Video Editing, Microsoft Office, Facebook, Proofreading, Video, Marketing, Social Networking, Copywriting, Public Speaking
Education
University of California, Santa Barbara 2005 — 2009
BA, English, Film and Media Studies
UNIVERSITY OF SUSSEX – BRIGHTON ENGLAND
Impact Radius, Inc. April 2015 - Present
SurePrep LLC September 2011 - April 2015
SurePrep LLC September 2010 - April 2015
SurePrep LLC July 2010 - April 2015
SurePrep LLC October 2010 - August 2013
SurePrep LLC February 2010 - April 2012
Skills
Editing, Customer Service, Social Media, Video Editing, Microsoft Office, Facebook, Proofreading, Video, Marketing, Social Networking, Copywriting, Public Speaking
Education
University of California, Santa Barbara 2005 — 2009
BA, English, Film and Media Studies
UNIVERSITY OF SUSSEX – BRIGHTON ENGLAND
Anthony Margaretis Anthony Margaretis's SurePrep LLC Experience May 2012 - Present
Job
Industry Consumer Services
Experience
SurePrep LLC May 2012 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2008
Aliso Niguel High School
Grad
El Toro High school
SurePrep LLC May 2012 - Present
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2008
Aliso Niguel High School
Grad
El Toro High school
Lance Carroll's SurePrep LLC Experience April 2013 - September 2015
Job Division Sales Manager Strategic Accounts at CCH, a Wolters Kluwer business
Industry Information Technology and Services
Experience
CCH, a Wolters Kluwer business September 2015 - Present
SurePrep LLC April 2013 - September 2015
CCH, a Wolters Kluwer business April 2011 - March 2013
CCH, a Wolters Kluwer business February 2008 - April 2011
ADP January 2006 - November 2007
Konica Minolta Business Solutions May 2004 - December 2005
Analytical Computer Services July 2003 - May 2004
Amherst Technologies May 1998 - July 2003
Comp USA October 1995 - May 1998
Skills
Solution Selling, SaaS, Sales Process, Account Management, Salesforce.com, Cold Calling, Enterprise Software, Sales Management, New Business Development, Sales Presentations, Direct Sales, Sales, B2B, Lead Generation, Cloud Computing, Leadership, Selling, Software Industry, Strategy, Professional Services, Business Development, Strategic Partnerships, Management, Channel Partners, Document Management, P, Sales Operations, Business Intelligence, Performance Management, Customer Experience, Forecasting, CRM, Pipeline Management, Marketing Strategy, Customer Retention, Competitive Analysis, Consulting, Product Marketing, Start-ups, Key Account Management, Team Leadership, Training, Contract Negotiation, Product Management, Cross-functional Team..., P&L Management, Strategic Planning, Go-to-market Strategy, Marketing, Managed Services
Education
Texas State University-San Marcos 1991 — 1995
Bachelor's Degree, Speech Communication
CCH, a Wolters Kluwer business September 2015 - Present
SurePrep LLC April 2013 - September 2015
CCH, a Wolters Kluwer business April 2011 - March 2013
CCH, a Wolters Kluwer business February 2008 - April 2011
ADP January 2006 - November 2007
Konica Minolta Business Solutions May 2004 - December 2005
Analytical Computer Services July 2003 - May 2004
Amherst Technologies May 1998 - July 2003
Comp USA October 1995 - May 1998
Skills
Solution Selling, SaaS, Sales Process, Account Management, Salesforce.com, Cold Calling, Enterprise Software, Sales Management, New Business Development, Sales Presentations, Direct Sales, Sales, B2B, Lead Generation, Cloud Computing, Leadership, Selling, Software Industry, Strategy, Professional Services, Business Development, Strategic Partnerships, Management, Channel Partners, Document Management, P, Sales Operations, Business Intelligence, Performance Management, Customer Experience, Forecasting, CRM, Pipeline Management, Marketing Strategy, Customer Retention, Competitive Analysis, Consulting, Product Marketing, Start-ups, Key Account Management, Team Leadership, Training, Contract Negotiation, Product Management, Cross-functional Team..., P&L Management, Strategic Planning, Go-to-market Strategy, Marketing, Managed Services
Education
Texas State University-San Marcos 1991 — 1995
Bachelor's Degree, Speech Communication
Patrick Manosca's SurePrep LLC Experience March 2014 - September 2015
Job Evangelist of Beautiful Accounting Software. Automation Guru. Amateur Racecar Driver.
Industry Information Technology and Services
Experience
Xero September 2015 - Present
SurePrep LLC March 2014 - September 2015
CCH, a part of Wolters Kluwer February 2009 - March 2014
CCH, a part of Wolters Kluwer September 2003 - February 2009
Lavine Lofgren Morris & Engelberg LLP January 2000 - September 2003
Arthur Andersen & Co. July 1996 - December 1999
San Diego Chamber of Commerce March 1994 - July 1996
Skills
SaaS, CRM, Consulting, Competitive Analysis, Professional Services, Training, Cloud Computing, Selling, Management, Income Tax, Enterprise Software, Solution Selling, Salesforce.com, Sales Presentations, Software Industry, Document Management, Sales Process, Process Improvement, Business Intelligence, Account Management, Sales, Entrepreneurship, Customer Retention, Tax, Sales Operations, Direct Sales, Product Management, Strategic Partnerships, Lead Generation, Access, Cloud Applications, B2B, Financial Reporting, Business Process..., Building Relationships, QuickBooks, Software Consulting, Portal Technologies, Workflow Applications, Financial Accounting, Virtualization, Corporate Websites, Management Consulting, Financial Statement..., Tax Software, Online Research, Business Analysis, Accounting
Education
San Diego State University-California State University 1992 — 1996
Bachelors of Science, Business, Accounting
Mira Mesa High School 1987 — 1990
Xero September 2015 - Present
SurePrep LLC March 2014 - September 2015
CCH, a part of Wolters Kluwer February 2009 - March 2014
CCH, a part of Wolters Kluwer September 2003 - February 2009
Lavine Lofgren Morris & Engelberg LLP January 2000 - September 2003
Arthur Andersen & Co. July 1996 - December 1999
San Diego Chamber of Commerce March 1994 - July 1996
Skills
SaaS, CRM, Consulting, Competitive Analysis, Professional Services, Training, Cloud Computing, Selling, Management, Income Tax, Enterprise Software, Solution Selling, Salesforce.com, Sales Presentations, Software Industry, Document Management, Sales Process, Process Improvement, Business Intelligence, Account Management, Sales, Entrepreneurship, Customer Retention, Tax, Sales Operations, Direct Sales, Product Management, Strategic Partnerships, Lead Generation, Access, Cloud Applications, B2B, Financial Reporting, Business Process..., Building Relationships, QuickBooks, Software Consulting, Portal Technologies, Workflow Applications, Financial Accounting, Virtualization, Corporate Websites, Management Consulting, Financial Statement..., Tax Software, Online Research, Business Analysis, Accounting
Education
San Diego State University-California State University 1992 — 1996
Bachelors of Science, Business, Accounting
Mira Mesa High School 1987 — 1990
Hana Habte Hana Habte's SurePrep LLC Experience February 2015 - April 2015
Job Data Mining
Industry Financial Services
Experience
Organic Spices, Inc. September 2015 - Present
SurePrep LLC February 2015 - April 2015
Exchange Partner Program October 2014 - December 2014
Anteaters Mathematics Club September 2013 - June 2014
Cafe Med April 2013 - June 2013
Panda Express September 2011 - December 2012
Mid-peninsula Housing Services August 2006 - September 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Public Speaking, Microsoft Excel, Outlook
Education
University of California, Irvine 2010 — 2014
Bachelor's degree, Mathematics
Organic Spices, Inc. September 2015 - Present
SurePrep LLC February 2015 - April 2015
Exchange Partner Program October 2014 - December 2014
Anteaters Mathematics Club September 2013 - June 2014
Cafe Med April 2013 - June 2013
Panda Express September 2011 - December 2012
Mid-peninsula Housing Services August 2006 - September 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Public Speaking, Microsoft Excel, Outlook
Education
University of California, Irvine 2010 — 2014
Bachelor's degree, Mathematics
Abbaas Malik's SurePrep LLC Experience February 2015 - April 2015
Job Pursuing a full time, entrylevel, actuarial position
Industry Insurance
Experience
Smog Time July 2014 - Present
SurePrep, LLC February 2015 - April 2015
Oxford Tutoring November 2013 - June 2014
Crystal Cove Wealth Management, LLC October 2011 - February 2012
Skills
Actuarial Science, Microsoft Office
Education
University of California, Irvine 2010 — 2013
Quantitative Economics, Accounting
Smog Time July 2014 - Present
SurePrep, LLC February 2015 - April 2015
Oxford Tutoring November 2013 - June 2014
Crystal Cove Wealth Management, LLC October 2011 - February 2012
Skills
Actuarial Science, Microsoft Office
Education
University of California, Irvine 2010 — 2013
Quantitative Economics, Accounting
Grant Jurgensen's SurePrep LLC Experience 2015 - 2015
Job Credit Analyst at Bank of Cardiff
Industry Financial Services
Experience
Bank of Cardiff June 2015 - Present
SurePrep LLC 2015 - 2015
California Polytechnic State University September 2010 - December 2014
Skills
Outlook, Microsoft Word, PowerPoint, Teamwork, Teaching, Research, Customer Service, Microsoft Excel, Statistics, Data Analysis, Microsoft Office, English, Windows, Social Media, Management, Leadership, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, Graduate
Bank of Cardiff June 2015 - Present
SurePrep LLC 2015 - 2015
California Polytechnic State University September 2010 - December 2014
Skills
Outlook, Microsoft Word, PowerPoint, Teamwork, Teaching, Research, Customer Service, Microsoft Excel, Statistics, Data Analysis, Microsoft Office, English, Windows, Social Media, Management, Leadership, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, Graduate
Karissa Rothstein's SurePrep LLC Experience April 2014 - Present
Job Client Service Associate at SurePrep LLC
Industry Computer Software
Experience
SurePrep LLC April 2014 - Present
SurePrep LLC May 2009 - April 2014
St. Johns Lutheran Church March 2003 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce Administrator, Database Administration, Jigsaw, Problem Solving, Management, Customer Support, Motivated self-starter, Enjoy Challenges, Communication Skills, Computer/Technical..., Multicultural..., Manage Multiple..., Always Willing to Learn, Planning Skills, Creativity, Training, Cold Calling, Customer Service, Outlook, Team-oriented, Sales, Software Industry, Marketing, Sales Presentations, Salesforce.com..., Time Management
Education
St. Cloud State University 2005 — 2010
Bachelor of Science in Management, Management, Human Resources
Ridgewater College 1999 — 2000
Nursing Assistant, Nursing
SurePrep LLC April 2014 - Present
SurePrep LLC May 2009 - April 2014
St. Johns Lutheran Church March 2003 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce Administrator, Database Administration, Jigsaw, Problem Solving, Management, Customer Support, Motivated self-starter, Enjoy Challenges, Communication Skills, Computer/Technical..., Multicultural..., Manage Multiple..., Always Willing to Learn, Planning Skills, Creativity, Training, Cold Calling, Customer Service, Outlook, Team-oriented, Sales, Software Industry, Marketing, Sales Presentations, Salesforce.com..., Time Management
Education
St. Cloud State University 2005 — 2010
Bachelor of Science in Management, Management, Human Resources
Ridgewater College 1999 — 2000
Nursing Assistant, Nursing
Phyllis Eisenberg, CPA's SurePrep LLC Experience 2002 - 2006
Job Director of Mergers & Acquisitions, Whitman Business Advisors: Leveraging 20+ Years’ Experience Helping CPA Firms Thrive
Industry Computer Software
Experience
Whitman Business Advisors LLC November 2014 - Present
CCH, a Wolters Kluwer business 2007 - 2014
alliantgroup 2006 - 2007
SurePrep LLC 2002 - 2006
EPace! Software 2001 - 2002
Thomson Reuters, Tax & Accounting, Government 1998 - 2001
Tax & Accounting Software Products Industry 1991 - 1998
Major NY Accounting Firms 1982 - 1990
Skills
Relationship Development, Great People Skills, Sales Presentations, Business Analysis, Honesty, Creative Problem Solving, Public Speaking, Account Management, Software Consulting, Consultative Selling, Accounting, Business Process..., Selling, New Business Development, Management, Start-ups, Sales Operations, Sales Management, SaaS, Business Development, Financial Reporting, Sales, Salesforce.com, Solution Selling
Education
City University of New York-Brooklyn College 1978 — 1982
B.S., Accounting
Whitman Business Advisors LLC November 2014 - Present
CCH, a Wolters Kluwer business 2007 - 2014
alliantgroup 2006 - 2007
SurePrep LLC 2002 - 2006
EPace! Software 2001 - 2002
Thomson Reuters, Tax & Accounting, Government 1998 - 2001
Tax & Accounting Software Products Industry 1991 - 1998
Major NY Accounting Firms 1982 - 1990
Skills
Relationship Development, Great People Skills, Sales Presentations, Business Analysis, Honesty, Creative Problem Solving, Public Speaking, Account Management, Software Consulting, Consultative Selling, Accounting, Business Process..., Selling, New Business Development, Management, Start-ups, Sales Operations, Sales Management, SaaS, Business Development, Financial Reporting, Sales, Salesforce.com, Solution Selling
Education
City University of New York-Brooklyn College 1978 — 1982
B.S., Accounting
Vinay Bisht's SurePrep LLC Experience November 2009 - July 2010
Job SAP Consultant at Orane Consulting Private Limited
Industry Information Technology and Services
Experience
Orane Consulting Private Limited May 2011 - August 2012
Ernst & Young July 2010 - October 2010
SurePrep LLC November 2009 - July 2010
Copal Partners August 2005 - February 2008
Education
AICPA 2007 — 2008
CPA, Accounts, Audit, Regulation Business
University of Lucknow 1998 — 2000
BCom, commerce
Orane Consulting Private Limited May 2011 - August 2012
Ernst & Young July 2010 - October 2010
SurePrep LLC November 2009 - July 2010
Copal Partners August 2005 - February 2008
Education
AICPA 2007 — 2008
CPA, Accounts, Audit, Regulation Business
University of Lucknow 1998 — 2000
BCom, commerce
Christina Shin's SurePrep LLC Experience September 2007 - Present
Job
Industry Accounting
Experience
SurePrep, LLC September 2007 - Present
Marquee Staffing April 2005 - April 2007
SurePrep, LLC April 2004 - April 2005
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, Behavioral Science
SurePrep, LLC September 2007 - Present
Marquee Staffing April 2005 - April 2007
SurePrep, LLC April 2004 - April 2005
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, Behavioral Science
Andrew Susanto, CPA's SurePrep LLC Experience February 2010 - April 2010
Job Staff Accountant
Industry Accounting
Experience
Accountemps January 2013 - Present
Soleus Air April 2011 - October 2012
Smart and Final February 2011 - April 2011
SurePrep LLC February 2010 - April 2010
Paradiso Restaurant August 2007 - October 2009
VITA February 2009 - April 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Tax Preparation, Financial Reporting, Customer Service, Research, English, Accounting, Analytical Skills, Journal Entries, Variance Analysis, Tax, Analysis, Invoicing
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
Bachelor's degree, Accounting
Orange Coast College 2004 — 2006
Associate's degree, Business Administration
Accountemps January 2013 - Present
Soleus Air April 2011 - October 2012
Smart and Final February 2011 - April 2011
SurePrep LLC February 2010 - April 2010
Paradiso Restaurant August 2007 - October 2009
VITA February 2009 - April 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Tax Preparation, Financial Reporting, Customer Service, Research, English, Accounting, Analytical Skills, Journal Entries, Variance Analysis, Tax, Analysis, Invoicing
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
Bachelor's degree, Accounting
Orange Coast College 2004 — 2006
Associate's degree, Business Administration
Kalpana Vanga's SurePrep LLC Experience June 2003 - January 2007
Job Tax Preparer
Industry Financial Services
Experience
OPI October 2007 - May 2008
SurePrep LLC June 2003 - January 2007
ICICI Prudential Life Insurance Co, Mumbai September 2002 - October 2003
Skills
Microsoft Office, Financial Analysis, Customer Service, Microsoft Excel, PowerPoint
Education
Mumbai University, India 2004 — 2006
M-com, Accounting and Finance
Lala Lajpat Rai College, Mumbai University, India 1999 — 2002
Bachelor's degree, Accounting and Finance
OPI October 2007 - May 2008
SurePrep LLC June 2003 - January 2007
ICICI Prudential Life Insurance Co, Mumbai September 2002 - October 2003
Skills
Microsoft Office, Financial Analysis, Customer Service, Microsoft Excel, PowerPoint
Education
Mumbai University, India 2004 — 2006
M-com, Accounting and Finance
Lala Lajpat Rai College, Mumbai University, India 1999 — 2002
Bachelor's degree, Accounting and Finance
Dawn Theisen-Sanquist's SurePrep LLC Experience September 2005 - Present
Job Client Service Manager at SurePrep LLC
Industry Computer Software
Experience
SurePrep LLC September 2005 - Present
KPMG January 2003 - September 2005
Skills
Accounting, Salesforce.com, Microsoft Office, SaaS, Account Management, CRM, Solution Selling, Enterprise Software, Management, Business Process..., Business Development, Adobe Acrobat, Adobe EchoSign, Demand Tools
Education
St. Cloud State University 1999 — 2002
Bachelor of Science, Accounting
SurePrep LLC September 2005 - Present
KPMG January 2003 - September 2005
Skills
Accounting, Salesforce.com, Microsoft Office, SaaS, Account Management, CRM, Solution Selling, Enterprise Software, Management, Business Process..., Business Development, Adobe Acrobat, Adobe EchoSign, Demand Tools
Education
St. Cloud State University 1999 — 2002
Bachelor of Science, Accounting
Neon Nguyen's SurePrep LLC Experience January 2013 - April 2013
Job Lead Accountant at Benjamin Management Group
Industry Accounting
Experience
Benjamin Management Group December 2013 - Present
SurePrep LLC January 2013 - April 2013
Skills
QuickBooks, Tax, Auditing, Financial Accounting, Accounting, Bookkeeping, Financial Reporting, PowerPoint, Microsoft Excel, Financial Analysis, Income Tax
Education
Cal Poly Pomona 2008 — 2012
Bachelor's degree, Accounting, Graduated Cum Laude
Benjamin Management Group December 2013 - Present
SurePrep LLC January 2013 - April 2013
Skills
QuickBooks, Tax, Auditing, Financial Accounting, Accounting, Bookkeeping, Financial Reporting, PowerPoint, Microsoft Excel, Financial Analysis, Income Tax
Education
Cal Poly Pomona 2008 — 2012
Bachelor's degree, Accounting, Graduated Cum Laude
Clifford Breeden's SurePrep LLC Experience February 2015 - Present
Job Private
Industry Accounting
Experience
SurePrep LLC February 2015 - Present
AMF Bowling August 2011 - February 2013
UltraStar Cinemas August 2010 - August 2011
The Movie Experience May 2008 - August 2010
Skills
Management, Inter-personal, Financial Analysis, Microsoft Office, Customer Service, Teamwork, Leadership, Microsoft Excel, Sales, Social Media, PowerPoint, Operations Management, Team Building
Education
Cal State Fullerton 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
SurePrep LLC February 2015 - Present
AMF Bowling August 2011 - February 2013
UltraStar Cinemas August 2010 - August 2011
The Movie Experience May 2008 - August 2010
Skills
Management, Inter-personal, Financial Analysis, Microsoft Office, Customer Service, Teamwork, Leadership, Microsoft Excel, Sales, Social Media, PowerPoint, Operations Management, Team Building
Education
Cal State Fullerton 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General