Wipfli LLP
Industry: Company
DescriptionHeadquarters: Wisconsin, United States Founded: 1930 Subsidiaries: Brittenford Systems, Inc., Tobin & Associates,
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Wipfli LLP Employees
The Boys & Girls Club of Dane County June 2015 - Present
The Boys & Girls Club of Dane County February 2015 - Present
gThankYou, LLC June 2014 - January 2015
Madison Metropolitan School District February 2014 - June 2014
Wipfli LLP January 2014 - June 2014
gThankYou, LLC September 2013 - January 2014
English Opens Doors Program February 2013 - July 2013
DePaul Babysitters/Independent Nanny September 2009 - December 2012
Panera Bread May 2006 - December 2009
Skills
History, English, Teaching, Time Management, Spanish, Editing, Nonprofits, Fundraising, Tutoring, Community Outreach, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Event Planning, Social Media
Education
DePaul University 2008 — 2012
Bachelor's degree, Spanish and Latin American/Latino Studies
University of Chile 2011 — 2011
History and Anthropology
Johnson & Company, Ltd. November 2011 - Present
Moquist Thorvilson Kaufmann Kennedy & Pieper LLC September 2010 - November 2011
Wipfli, LLP December 2003 - April 2010
Stirtz Bernards Boyden Surdel & Larter February 1985 - December 2003
Skills
Accounting, Outlook, Excel, Word, Quickbooks, Peachtree, Quicken, Adobe Acrobat, Tax, Tax Research, Income Tax, Corporate Tax, Tax Compliance, Non-profits, Tax Returns, IRS, Tax Preparation, Small Business, Federal Tax, QuickBooks, Microsoft Excel, Microsoft Word, CPA, Nonprofits, S Corporations, ProSystem fx Tax, US Tax, Tax Accounting, Financial Reporting, Leadership
Education
Golden Gate University 2004 — 2007
Master of Science, Taxation
University of St. Thomas 1980 — 1984
Bachelor of Arts, Accounting
Waltho Creative August 1992 - Present
Wipfli LLP 2008 - Present
Skills
Creative Direction, Direct Mail, Advertising, Integrated Marketing, Email Marketing, Direct Marketing, Graphic Design, Art Direction, Catalogs, Corporate Identity, Brochures, Creative Strategy, Web Design, Creative Services, InDesign, Illustration, Corporate Branding, Brand Development, Marketing, Adobe Creative Suite, Branding & Identity
Education
California Institute of the Arts
BFA
Arizona State University
BFA
McGladrey September 2013 - Present
Grant Thornton LLP October 2011 - September 2013
Defense Contract Audit Agency June 2010 - October 2011
McGladrey & Pullen June 2009 - July 2009
Wipfli LLP January 2009 - April 2009
Skills
Government Accounting, Audit, GAAP, Internal Controls, Accounting, Yellow Book, FASB, US GAAP, External Audit, SEC filings, CPA, Assurance, SOX 404, Auditing, Financial Statements, Teaching
Education
North Dakota State University 2006 — 2010
Bachelor of Science, Accountancy
Dickinson State University 2005 — 2006
Wipfli LLP September 2014 - Present
Eastern Washington University September 2013 - August 2014
Parking & Commuter Services University January 2010 - May 2013
HSU-Housing and Dining Services July 2011 - May 2012
Spokane Airport Ramada June 2007 - December 2010
Skills
Bookkeeping, QuickBooks, Accounting, Tax Preparation, Invoicing, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Google Docs, PowerPoint, Outlook
Education
Eastern Washington University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Humboldt State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Accounting, Senior
Wipfli LLP January 2011 - Present
Skills
Databases, Microsoft Word, Financial Accounting, Auditing, Financial Reporting, Internal Controls, Accounting, Microsoft Excel, Research, Financial Statements, GAAP, QuickBooks
Education
Carroll College 2007 — 2012
Bachelor of Arts (B.A.), Accounting
Wipfli LLP June 2014 - Present
CHE Trinity Health August 2008 - May 2014
National Government Services January 1998 - August 2008
Skills
Medicare, Auditing, Writing, Healthcare, Revenue Cycle, Medical Billing, Medical Coding, Healthcare Industry, Healthcare Consulting, Medicare/Medicaid..., Process Improvement, Outlook, EMR, Managed Care, Data Analysis, Healthcare Management, Hospitals, Access, Software Documentation, Medicaid, Revenue Cycle Management, EHR, HIPAA, Healthcare Reimbursement, Medical Compliance, Health Insurance, Physician Relations, Health Information...
Education
Barry University 1980 — 1984
BS, Management
Ludington High School 1977 — 1980
Wipfli LLP October 2008 - Present
Montana-Wyoming September 1995 - October 2008
National Park Service June 2001 - November 2003
Skills
Microsoft Office, Financial Reporting
Education
Gustavus Adolphus College 1991 — 1995
Bachelor's degree, Geology
City of Helena Non-motorized Travel Advisory Council September 2013 - Present
Wood Chute Creek, LLC June 2012 - Present
Wipfli LLP January 2001 - Present
Skills
QuickBooks, Bookkeeping, Account Reconciliation, Microsoft Office, Financial Analysis, Management
Education
Carroll College 1997 — 2001
Bachelor of Arts (BA), Accounting
Wipfli LLP September 2012 - Present
Lindell & Associates P.C. (Formerly Henning Schwarzkopf & Co PC) November 2008 - August 2012
Skills
Payroll, Bookkeeping, Accounting, General Ledger, Account Reconciliation, Journal Entries, Tax, Tax Returns, Tax Preparation, Tax Accounting, Income Tax
Education
American InterContinental University 2011 — 2013
Master of Accounting, Accounting and Business/Management, 3.03
American InterContinental University 2011 — 2012
Bachelor of Business Administration (BBA), Accounting
Urbana High School 1996 — 2000
Wipfli LLP November 1992 - Present
River Valley Savings Bank (currently The National Bank March 1988 - July 1992
Skills
General Ledger, Financial Statements, QuickBooks
Education
Sauk Valley Community College 1988 — 1989
College of Lake County 1986 — 1987
Wipfli LLP May 2015 - Present
Brady, Martz & Associates, P.C. November 2013 - April 2015
Capital Credit Union April 2013 - October 2013
Anderson ZurMuehlen September 2011 - March 2013
Montana Department of Transportation May 2011 - August 2011
Skills
Budgets, Auditing, Internal Controls, Financial Accounting, Financial Reporting, Tax, Accounting, General Ledger, Sarbanes-Oxley Act, Financial Audits, GAAP, CPA
Education
Carroll College 2007 — 2012
Bachelor of Arts, Accounting and Finance
CHS 2003 — 2007
Schumann Financial January 2015 - February 2015
Northern Illinois University August 2012 - July 2014
Tighe, Kress, & Orr January 2014 - May 2014
Wipfli LLP January 2013 - March 2013
Bravia Nail Spa March 2008 - September 2010
Pro Nail June 2006 - August 2007
Skills
Preparing income taxes,..., Auditing, Tax, Income Tax, Tax Research, Nonprofits, Tax Preparation, Financial Accounting, QuickBooks, Microsoft Excel, PowerPoint, Access, Corporate Tax, Financial Analysis, Time Management, Teamwork, Financial Reporting, Payroll, Bank Reconciliation
Education
Northern Illinois University 2011 — 2014
Master's Degree, Accounting (Taxation), 3.38
Northern Illinois University 2011 — 2013
Bachelor of Science (BS), Accounting
College of DuPage 2008 — 2010
Associate of Arts (AA), Accounting, 3.5
Wipfli LLP November 2014 - Present
Assurity River Group September 2014 - December 2014
Oracle June 2013 - August 2014
Skills
Sales, Management, Account Management, B2B, Customer Service, Solution Selling
Education
Concordia University-St. Paul 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wipfli LLP October 2015 - Present
Genesis PURE Corp. October 2012 - Present
Rockford Linked July 2008 - Present
Carr, Riggs & Ingram, LLC November 2014 - October 2015
Wipfli Hewins Investment Advisors January 2011 - November 2014
Wipfli LLP October 2010 - November 2014
Lindgren, Callihan, Van Osdol & Co., Ltd. November 2005 - October 2010
Professional Business Management, Inc. September 2005 - October 2005
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2005 - April 2005
MetLife April 2002 - December 2004
Skills
Retirement Planning, Risk Management, Social Media, Small Business, Tax Research, Corporate Tax, Leadership, Estate Tax Planning, Accounting, Public Speaking, Budgets, Business Planning, Entrepreneurship, LinkedIn, Networking, Teaching, Tax Planning, Financial Planning, Cash Flow Forecasting, Compensation & Benefit, Sales, Mentoring, Tax Compliance, S Corporations, Partnership Taxation, Taxation of Trusts, Multi-state tax returns, IRS problem resolution, Tax Audit Representation, Business Entity..., Setting up new..., Personal Budgeting, Meeting Planning, Twitter, Media, Word, Excel, Tax, Finance, Management, Financial Analysis, Strategic Financial..., Financial Planners, Financial Services, Retirement, Tax Returns, Insurance, Income Tax, CPA, Microsoft Excel
Education
Northern Illinois University 2011 — 2014
Master of Science (M.S.), Taxation
College for Financial Planning 1999 — 2005
CFP Certification
Southern Illinois University, Carbondale 1993 — 1995
BS, Accounting
Rock Valley College 1991 — 1993
AA, Business
Greater Madison Chamber of Commerce March 2012 - Present
Wipfli LLP January 2012 - March 2012
Morgan Stanley Smith Barney 2010 - 2011
Trillium Hill Farms 2007 - 2010
Central Wisconsin Orthopedics and Sports Medicine, S.C. 2002 - 2009
Skills
Microsoft Office, QuickBooks, Sage, Volunteer Income Tax..., Payroll, Budgets, Finance, Accounting, Event Planning, Financial Analysis, Fundraising, General Ledger
Education
Edgewood College
Master of Business Administration (M.B.A.), Corporate Management, 3.9
Edgewood College
Master of Science (M.S.), Accountancy, 3.9
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Economics, 3.1
CHS September 2015 - Present
McGladrey June 2013 - September 2015
Wipfli LLP December 2009 - May 2013
Wipfli LLP December 2007 - December 2009
Wipfli LLP July 2005 - December 2007
Friends of the Family, Inc. December 2002 - June 2005
Marriott International May 2002 - November 2002
TekSystems September 2001 - April 2002
R&R Realty Group 1999 - 2001
Skills
Business Analysis, Business Process..., Technology Planning, Information Technology, Technology Management, Security, Business Strategy, Leadership, Technology Development, Organizational..., Budgets, Business Development, Six Sigma, Lean Operations, Technical Management, Technical Analysis, Non-profits, Policy Analysis, Budget Management, Technology Alignment, Nonprofits, Business Intelligence, Windows Server, Project Management, Management, Consulting, Management Consulting, Strategy, Strategic Planning, Process Improvement
Education
Drake University 1997 — 2001
BSBA, Management Information Systems
Dover High School 1993 — 1997
Schenck SC August 2006 - Present
Wipfli LLP December 1998 - August 2006
Skills
Tax, Corporate Tax, Income Tax, Management Consulting, CPA, Tax Preparation, S Corporations, Real Estate, Accounting, Small Business, Business Planning, Mergers & Acquisitions, Tax Accounting, GAAP, Tax Returns, Personal Tax Planning, Business Tax Planning, Tax Compliance, Partnership Taxation, Construction Accounting, Real Estate Taxation, Real Estate Transaction..., Corporate Tax Planning, Manufacturing Industry, IRS, Estate Tax Planning, Tax Research, Financial Statements, US GAAP, Payroll, Tax Advisory, Financial Reporting, High Net Worth..., Payroll Taxes, Financial Accounting, Sales Tax, Tax Law, Internal Controls, Business Valuation, General Ledger, Bookkeeping, Gift Tax, QuickBooks, Fixed Assets, Strategic Financial..., Property Tax, Manufacturing
Education
Washington School of Law
Master of Science in Taxation with Honors
College for Financial Planning
Financial Planning and Services
University of Wisconsin-Whitewater
BBA, Accounting
Marathon Electric Mfg Corp / Regal Beloit February 2014 - November 2014
Eastbay, Inc. October 2013 - February 2014
Award Hardwood Flooring through The Agency Staffing June 2013 - September 2013
Bankers Life and Casualty Company April 2013 - May 2013
Marathon Cheese Transport September 2012 - April 2013
Wipfli LLP February 2012 - August 2012
Swid Law Offices September 2006 - June 2011
Associated Bank June 2004 - August 2006
LandAmerica Commonwealth August 2002 - May 2004
Goldmark Property Management 2001 - 2002
Skills
Legal Assistance, Real Estate, Report Writing, MS Office Suite, PowerPoint, Accounts Payable, Accounts Receivable, Spreadsheets, Trial Preparation, Legal Research, LexisNexis, Group Presentations, Hard Worker, Client Retention, Microsoft Office, Excel, Word, Outlook, Customer Service, Research, Scheduling, Event Planning, Customer Relations, Access, Time Management, Problem Solving, Writing, Team Building, Administrative Support, Data Entry, Social Media, Editing, Documentation, Strategic Planning, Microsoft Word, Microsoft Excel, Administrative..., Leadership, Analysis, Budgets, Administrative...
Education
Concordia College 1997 — 2001
Bachelor of Arts, Sociology, English
Rubino & Company January 2015 - Present
WebsterRogers LLP June 2011 - December 2014
AMG Marketing September 2009 - December 2011
Wipfli LLP September 2010 - June 2011
Upper Iowa University January 2004 - May 2011
Clifton Gunderson LLP October 2007 - September 2009
Wisconsin Sports Development Corporation May 2005 - October 2007
RSM McGladrey 2004 - 2005
National Specialty Insurance 2002 - 2004
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Public Relations, Market Planning, Copywriting, Event Marketing, Integrated Marketing, Strategic Planning, Event Planning, Social Media, Marketing Management, Advertising, Marketing, Business Strategy, Public Speaking, Leadership, Team Building, B2B, Email Marketing, Media Relations, Sales, Business Planning, Training, Entrepreneurship, Business Development, Strategy, Analysis, Program Management, Management, Marketing Communications, Small Business, Budgets, Online Marketing, Market Research, Time Management, Nonprofits, Social Networking, CRM, Event Management, Lead Generation, Start-ups, Community Outreach, Leadership Development, Accounting, Account Management, Coaching, Management Consulting, Customer Service, Fundraising
Education
Edgewood College 1999 — 2003
MBA
University of Wisconsin-Madison
BA
Upper Iowa University
BS
Wipfli LLP March 2012 - Present
Skills
Bookkeeping, Reconciliation, General Ledger, Fixed Assets, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting
Education
Eastern Washington University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
First Midwest Bank July 2013 - Present
Wipfli LLP November 2011 - July 2013
TCF Bank October 2008 - November 2011
GE Commercial Finance - CDF March 2001 - July 2008
CNH Capital March 1999 - March 2001
Harris Bank 1997 - 1999
Harris Bank 1997 - 1999
LaSalle Bank 1996 - 1997
Ameritech Credit Corporation 1984 - 1993
Skills
Underwriting, Loans, Credit, Portfolio Management, Credit Analysis, Mortgage, Credit Risk, Refinance, Small Business Lending, Commercial Lending, Commercial Mortgages, Loan Structuring, Asset, Construction Loans, Lines Of Credit, Loss Mitigation, Risk, Agriculture Lending, Financial Risk, Risk Management, Cash Flow, Financial Modeling, Financial Structuring, Mortgage Lending, Leadership, Finance, Commercial Banking, Banking, Financial Analysis
Education
DePaul University 1974 — 1977
BS, Finance
Siemens Healthcare October 2013 - July 2014
Influence Health (formerly MEDSEEK) September 2009 - April 2013
Wipfli LLP August 2008 - March 2009
PM Consulting March 2006 - August 2008
Matrix Healthcare Management Solutions March 2005 - February 2006
Catholic Charities, Diocese of Cleveland September 1997 - February 2004
Catholic Charities, Diocese of Cleveland September 1994 - September 1997
Skills
Healthcare, Strategic Planning, Accountable Care, Meaningful Use, Team Building, Budgeting, Project Planning, Change Management, HIPAA, Efficiency Improvement, Leadership Development, Process Improvement, Business Strategy, ROI Strategies, Patient Portal, Budgets, Strategy, Leadership, IT Management
Education
University of Akron 1990 — 1992
MBA, Business Administration/Management
Boston College 1983 — 1987
BS, Management/Economics
Wipfli LLP August 2013 - Present
Chicago Public Schools Program Management Office March 2011 - July 2013
Citizens Bank and Trust Co. of Chicago March 2009 - April 2010
Parkway Bank & Trust Company July 2007 - February 2009
FOSTER BANK March 2001 - July 2007
Aurum Technology 2003 - 2004
CSA August 2000 - March 2001
Old Kent Bank September 1999 - July 2000
Pinnacle Bank August 1998 - September 1999
Liberty Federal Bank November 1989 - August 1998
Skills
Banking, Risk Management, Disaster Recovery, Project Management, Team Leadership, Leadership, Vendor Management, Microsoft Office, Microsoft Excel, IT Management, Windows, Business Continuity, Financial Analysis, Budgets, Process Improvement, Strategic Planning, Troubleshooting, Analysis, Management, Program Management, Training, Customer Service, Networking, Software Documentation, Cisco Technologies, Project Planning, Team Building, Quality Assurance, Business Process..., Team Management, Databases, Access, Business Analysis, Business Intelligence, Requirements Analysis, Visio, IT Strategy, Change Management, Operations Management, MS Project, SharePoint, Strategy, Project Coordination, Mergers & Acquisitions, Management Consulting, Policy, Staff Development
Education
Benedictine University 1991 — 1995
BS, Biology
Benet Academy 1987 — 1991
High School
Wipfli LLP November 2013 - Present
Wipfli LLP November 2012 - Present
First Community Financial Partners March 2010 - November 2012
Leaders Bank September 2005 - February 2010
Prairie Bank and Trust Company April 1996 - September 2005
Skills
Interest Rate Risk..., Expense Control and..., Process Re-Engineering, Budget Preparation and..., Strategic Forecasting, Staff Management, Financial Modeling, Liquidity Management, Banking, Financial Reporting, Accounting
Education
Graduate School of Banking at UW-Madison 2014 — 2016
Dominican University 2005 — 2009
Masters, Accounting
Dominican University
Bachelor of Business Administration (BBA), Accounting
Northwestern Business College 1996 — 1998
Associate in Applied Science, Executive Accounting
Reavis High School 1992 — 1996
Lincoln Hospital District 3 April 2014 - Present
Wipfli LLP January 2010 - March 2014
LeMaster & Daniels PLLC August 2007 - October 2009
Skills
Tax Preparation, GAAP, S Corporations, Tax Returns, Corporate Tax, Tax, Income Tax, Accounting, Financial Reporting, ProSystem fx Tax, Auditing, QuickBooks, Single Audit, Partnership Taxation, Bookkeeping, CPA, Compilation, Tax Research, Tax Accounting, Sales & Use Tax, Financial Statements, Fixed Assets, Internal Controls, Financial Audits, US GAAP, Finance
Education
Eastern Washington University 2002 — 2007
Bachelors in Accounting, Accounting
Community Health Association of Spokane March 2015 - Present
Community Health Association of Spokane March 2014 - May 2015
Wipfli LLP February 2006 - February 2014
InCyte Pathology September 1991 - March 2006
Skills
US GAAP, CPA, Microsoft Excel, Financial Accounting, Financial Reporting, Budgets, General Ledger, Auditing, Bookkeeping, Internal Audit, Process Improvement, Accounting, Accounts Payable, Financial Analysis
Education
Gonzaga University - School of Business Administration 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Eide Bailly LLP December 2013 - Present
Wipfli LLP December 2011 - November 2013
Minnesota Department of Health April 2011 - December 2011
SOAR Case Management Services, Inc. August 2007 - September 2009
SOAR Case Management July 2002 - August 2007
Skills
Analysis, Program Evaluation, Program Management, Leadership, Strategic Planning, Policy, Healthcare, Management, Research, Financial Analysis, Project Planning, Finance, Nonprofits, Data Analysis, Public Speaking, Leadership Development, Fundraising, Event Planning, Training, Organizational..., Public Relations, Process Improvement
Education
Hamline University 2010 — 2012
Master, Business Administration
Eden Prairie High School
University of Wisconsin-Eau Claire
Bachelor of Science, Mathematics, History
The Toro Company May 2015 - Present
Valspar March 2013 - May 2015
Viterra November 2010 - March 2013
RSM McGladrey October 2004 - November 2010
Wipfli LLP July 1997 - September 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2007
MBT, Business Taxation
Drake University 1993 — 1997
BSBA, Accounting
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. October 2005 - March 2011
BDO Seidman, LLP 1992 - 2004
Skills
Tax Preparation, Tax, Income Tax, Tax Accounting, Corporate Tax, Accounting, Tax Returns, CPA, Partnership Taxation, S Corporations, Tax Research
Education
DePaul University 1986 — 1989
MS, Taxation
Northern Illinois University 1978 — 1982
BS, Accountancy
Wipfli LLP November 2014 - Present
Assurity River Group June 2013 - November 2014
Burlo Pet Services, Inc. February 2012 - June 2013
Lambert & Lambert, Inc. August 2011 - December 2012
Snapcuts.com June 2011 - August 2011
Target June 2011 - August 2011
Oita Prefecture Board of Education July 2007 - July 2009
Eschelon Telecom September 2006 - July 2007
Skills
Research, Blogging, Business Development, Event Planning, Training, Marketing, Microsoft Office, Retail, Market Research, Process Improvement, Customer Service, Social Networking, Leadership, Project Planning, Project Management, Communication, Social Media, Public Speaking, Management, Burgers, Time Management
Education
Brandeis University 2009 — 2010
M.A., Cultural Anthropology
Gustavus Adolphus College 2002 — 2006
B.A., Anthropology/Religion
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. January 2007 - September 2010
Lindstrom Sorenson & Associates November 2000 - October 2006
AMCORE Bank November 1993 - November 2000
Skills
Business Valuation, Income Tax, Tax Returns, Estate Planning, Tax Accounting, Accounting, CPA, Trusts, Tax Preparation, Tax Research, Tax, Corporate Tax, S Corporations, Partnership Taxation
Education
Brigham Young University
Bachelors, Accounting
Wipfli LLP July 2010 - Present
Health Information Management Systems Society - WI Dairyland Chapter July 2010 - Present
HSHS Eastern WI Division & Prevea Health 2011 - 2011
Compuware June 2008 - July 2010
Aurora Health Care September 2006 - June 2008
Agnesian Healthcare January 2004 - May 2006
Synergy Health 1996 - 2003
Strattec Security Corp 1994 - 1996
ASAA Technologies 1988 - 1994
Skills
Healthcare, Project Management, Process Improvement, PMO, Team Building, Healthcare Information..., Epic Systems, Hospitals, Management, Ambulatory, Business Process..., Project Planning, Team Management, Health Information..., Business Analysis, IT Management, EHR, EMR, HIPAA, Cross-functional Team..., Software Implementation, Leadership, Budgets, Software Documentation, Cerner, CPOE, SDLC, Vendor Management, Requirements Analysis, Healthcare Consulting, Change Management, Strategy, Consulting, Strategic Planning, Integration, Governance, Visio, Information Technology, IT Strategy, PMP, Program Management, SharePoint, Business Intelligence, Project Portfolio..., Business Strategy, Access, Disaster Recovery, Healthcare Industry, Management Consulting, Project Delivery
Education
Cardinal Stritch University 1990 — 1994
Bachelor, Business Administration
McFarland State Bank May 2013 - Present
McFarland State Bank September 2011 - May 2013
Wipfli LLP January 2008 - September 2011
AnchorBank 2006 - 2008
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Treasury Management, Internal Controls, Financial Accounting, Internal Audit, Financial Reporting, Banking, Forecasting, Auditing, Risk Management, Managerial Finance
Education
Edgewood College 2004 — 2008
Bachelor's, Accounting and Finance
Monona State Bank December 2014 - Present
American Family Insurance February 2013 - December 2014
Wipfli LLP November 2011 - February 2013
Wipfli December 2009 - November 2011
Wipfli LLP November 2006 - December 2009
Wells Fargo August 2004 - November 2006
Skills
Internal Audit, Financial Audits, Financial Institutions, Internal Controls, Auditing, Accounting, Financial Statements, CPA, Risk Management, GAAP, Financial Accounting, Financial Reporting, General Ledger, Financial Analysis, SEC filings, Sarbanes-Oxley Act, External Audit, Fixed Assets, Banking, Account Reconciliation
Education
Edgewood College 2008 — 2011
MBA, Accounting
University of Wisconsin-La Crosse 2000 — 2004
Bachelor of Science, Finance
Retired and enjoying time to pursue personal interests and family February 2015 - Present
SJHarshman Consulting June 2013 - 2015
Yusen Logistics December 2012 - April 2013
Wipfli LLP July 2011 - November 2012
NuFarm Americas February 2010 - December 2010
LA-CO Industries December 2007 - June 2009
Cabot Microelectronic September 2003 - October 2007
Cabot Microelectronics 2003 - 2006
Plastipak Packaging, Inc January 1999 - January 2003
Acacia Technologies (division of Computer Associates) January 1998 - January 1999
Skills
Project Management, ERP Implementation, Microsoft Dynamics AX..., Materials Management, MRP, Product Development, Management, Negotiation, Policy, Team Building, Budgets, Logistics, Business Strategy, Business Development, Consulting, Cross-functional Team..., ERP
Education
Baldwin Wallace University 1984 — 1986
MBA
Eastern Illinois University 1972 — 1974
BS
Lakeland College 1972 — 1974
AS
University of Nevada Las Vegas August 2010 - Present
Wipfli LLP January 2009 - August 2010
CUNA Mutual Group January 2008 - January 2009
Virchow Krause September 2003 - January 2008
Skills
Auditing, Fund Accounting, Comparative Politics, International Relations, Government, Political Science, Research, Nonprofits, Teaching, Higher Education, Accounting
Education
University of Nevada-Las Vegas 2012 — 2015
Doctor of Philosophy (Ph.D.), Political Science and Government
University of Nevada-Las Vegas 2010 — 2012
MA, Political Science
Clarke University 1999 — 2003
BA, Accounting, Finance, Political Science
Wipfli LLP January 2015 - Present
DuPont May 2014 - August 2014
University of Wisconsin-Eau Claire September 2013 - May 2014
Cray Inc. July 2013 - September 2013
Menomonie Area Aquatic Club May 2013 - August 2013
Skills
Teamwork, PowerPoint, Leadership, Management, Data Entry, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Research, Social Media
Education
University of Wisconsin-Eau Claire 2013 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.95
Alma College 2010 — 2013
Bachelor of Arts (B.A.), Business Administration, Accounting, 3.52
Kingsford High School 2006 — 2010
College/University Preparatory
Wipfli LLP September 2015 - Present
Verona Area School District July 2005 - Present
Wisconsin Bank & Trust May 2012 - September 2015
US Bank Home Mortgages January 2010 - May 2012
Skills
Executive Level..., Accounts Payable, Organization, Business Travel, Marketing Communications, Community Service, Microsoft Office, Loan Origination, Commercial Lending, Financial Analysis
Education
Central Michigan University
Business Administration and Management, General
Harvest Time Enterprises January 2010 - Present
SunAmerica Retirement Markets February 2008 - October 2009
The Walt Disney Company October 2007 - January 2008
SiTV October 2007 - October 2007
Countrywide May 2007 - August 2007
Milam, Knecht and Warner June 2006 - April 2007
IHOP April 2006 - May 2006
Fox Entertainment Group January 2006 - March 2006
Wipfli LLP October 2004 - November 2005
Ernst & Young February 2001 - October 2004
Skills
Accounting, Tax, QuickBooks, Corporate Tax, Account Reconciliation, Tax Returns, Tax Preparation, Finance, CPA, Financial Analysis, Financial Statements, Small Business, Bookkeeping, Corporate Finance, Bank Reconciliation, General Ledger, Financial Accounting, Forecasting, Tax Accounting, Fixed Assets, Income Tax, Accounts Payable, Tax Provision, Microsoft Excel, Cash Reconciliation, Analysis, Depreciation, Spreadsheets, Tax Advisory
Education
California State University-Northridge 2011 — 2018
MS, Taxation
University of the Nations, Kona Hawaii 2012 — 2013
Certificate, Bible/Biblical Studies
Indiana State University - Scott College of Business 1990 — 1992
Masters, Business Adminstration
Indiana State University 1986 — 1992
MBA, Accounting
Wipfli LLP August 2015 - Present
Kerry April 2014 - August 2015
Aerotek December 2011 - April 2014
Rockford Auburn High School February 2010 - December 2011
Rosecrance Health Network August 2010 - November 2011
Skills
Technical Recruiting, Internet Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Temporary Placement, Networking, Contract Recruitment, Staffing Services, College Recruiting, Temporary Staffing, Benefits Negotiation, Sourcing, Interviews, Resume Writing, Cold Calling, Screening Resumes, Screening, Onboarding, Hiring, Human Resources, Executive Search, Building Relationships, Talent Management, Business Networking, Training, Relationship Building
Education
Eastern Illinois University 2004 — 2009
BS, Kinesiology and Sports Studies
Wipfli LLP January 2014 - Present
Pacific Northwest National Laboratory June 2013 - September 2013
Sterling Bank June 2012 - December 2012
Eastern Washington University March 2011 - June 2012
Fluor July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Auditing, Software Documentation, Accounts Payable
Education
Eastern Washington University 2009 — 2014
Bachelor of Arts (B.A.), Accounting and Finance, 3.9
Blacklist Artisan Ales June 2015 - Present
Estabrook Tax Law, LLC July 2014 - Present
Ernst & Young, LLP April 2009 - June 2014
O'Neil, Cannon, Hollman, DeJong S.C. August 2008 - March 2009
Ernst & Young August 2004 - July 2008
O'melia, Schiek &McEldowney, S.C. January 2004 - September 2004
Wipfli LLP January 1999 - May 2000
Skills
Tax Law, Mergers & Acquisitions, Financial Structuring, Internal Audit, Tax, Corporate Tax, LLC, Management, Accounting, Corporate Governance, Analysis, Income Tax, S Corporations, Financial Statements, Courts, Legal Advice, Acquisitions, Legal Research, Auditing, Trusts
Education
University of Washington School of Law 2003 — 2004
LL.M in Tax, Taxation
Hamline University School of Law 2000 — 2003
J.D., law
University of Wisconsin-Eau Claire 1995 — 1999
BBA, accounting
Wipfli LLP December 2013 - Present
Deloitte & Touche LLP October 2012 - December 2013
Stephano Slack LLC May 2008 - September 2012
Accountemps October 2007 - May 2008
Reinsel Kuntz Lesher LLP February 2007 - April 2007
Four Seasons Produce 2001 - 2003
Skills
Tax, Accounting, Auditing, Tax Preparation, Assurance, Forecasting, Income Tax, Financial Reporting, Corporate Tax, GAAP, Mergers & Acquisitions, Budgets, CPA, QuickBooks, Partnership Taxation, ProSystem fx Tax, Tax Research, Financial Accounting
Education
Elizabethtown College 2003 — 2007
Accounting
Wipfli LLP January 2014 - Present
The Condon Group, Ltd. January 1973 - Present
Skills
Business Valuation, Accounting, Management, Tax, Finance, Auditing, CPA, Litigation, Forensic Accounting, Small Business, Management Consulting, Bankruptcy, Tax Preparation, Valuation, Mergers & Acquisitions, GAAP, Corporate Tax, Financial Reporting, SEC filings, Due Diligence, Income Tax, US GAAP, Financial Analysis, Strategic Planning, Financial Services
Education
DePaul University 1968 — 1972
Accounting and Finance
DePaul University
BS in Commerce, Accounting, Business
Wipfli LLP May 2013 - Present
Child Care Services June 2007 - August 2012
Skills
Peachtree Accounting..., Palisades Precision..., Intuit QuickBooks 2011...
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Bachelor's degree, Accounting
GateHouse Media December 2014 - Present
Wipfli LLP January 2012 - November 2014
AMCORE now Harris Bank N.A. January 2007 - September 2010
Guarantee Trust Life Insurance May 2002 - June 2006
Tracz & Associates October 1993 - October 1998
Skills
Financial Analysis, Banking, Compliance, Internal Audit, Risk Management, Accounting, Internal Controls, Audit, SOX, Risk, Process Improvement, Auditing, Insurance, Loans, Microsoft Office, Due Diligence, Word, Excel, Problem Solving, Management Consulting, Risk Assessment, Change Management, Outlook, Financial Institutions, Financial Services, Account Reconciliation, Accounts Payable, Cash Management, General Ledger, Finance, External Audit, Management, Financial Audits, Managerial Finance, Financial Risk, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Retail Banking, Analysis, GAAP, Credit, Credit Risk, Enterprise Risk..., Budgets, Financial Planning, Financial Modeling, Financial Statements
Education
DeVry University
Bachelor of Science (B.S.), Accounting
Eastern Illinois University
Accounting
Moraine Valley Community College
Associate of Science (A.S.), Accounting and Business/Management
Wipfli LLP December 2013 - Present
In Transition February 2013 - November 2013
TCF Financial January 2005 - January 2013
TCF Financial January 2002 - January 2005
TCF Financial January 2001 - January 2002
TCF National Bank/Great Lakes National Bank January 1995 - January 2001
Great Lakes Bancorp January 1992 - January 1995
Great Lakes Bancorp January 1992 - January 1992
Great Lakes Bancorp January 1988 - January 1992
Great Lakes Bancorp January 1987 - January 1988
Skills
Commercial Banking, Credit, Commercial Lending, Loans, Risk Management, Portfolio Management, Capital Markets, Financial Risk, Financial Analysis, Corporate Finance, Liquidity Management, Financial Modeling, Finance, Equities, Mergers & Acquisitions, Credit Analysis, Forecasting, Investments, Financial Reporting, Cash Management, Treasury Management, Enterprise Risk..., Accounting, Analysis, Internal Controls, Retail Banking, Securities, Financial Services, Management, Leadership, Mentoring
Education
Hope College
Bachelor, Business Administration; Accounting and Mathematics
Wipfli LLP February 2012 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2010 - October 2010
Inland Bank and Trust February 2009 - June 2010
Westchester Chamber of Commerce 2009 - 2010
National Bank of Commerce 2004 - 2009
National City Bank 2000 - 2004
Harris Bank 1995 - 2000
Skills
Compliance, Accounting, Strategic Planning, Financial Analysis, Risk Management, Retail Banking, Small Business, Due Diligence, Portfolio Management, Mergers & Acquisitions, Loans, Financial Reporting, Commercial Banking, Bank Secrecy Act, Commercial Lending, Credit, Finance, Credit Analysis, Auditing, Internal Audit, Financial Institutions, Banking, Management, Cash Management, Mortgage Lending, Business Development, Financial Risk, Financial Services, Enterprise Risk..., Strategic Financial..., Investments
Education
University of Louisville 1985 — 1987
BA, Communication
Eastern Kentucky University 1982 — 1985
BA, Communication
Wipfli LLP December 2013 - Present
Skills
Auditing, Microsoft Office, Income Tax, Assurance, GAAP, Employee Benefits, Financial Reporting, Internal Controls, QuickBooks, Public Speaking, Toastmasters, Leadership Development, Accounting, CPA, US GAAP
Education
The University of North Dakota 2009 — 2011
Accountancy
Bismarck State College 2007 — 2008
Associate of Arts, General
Century High School 2004 — 2007
General
Wipfli LLP December 2010 - Present
Insurance Industry Speaker June 1990 - Present
Marshall & Swift/Boeckh September 2008 - December 2010
FleetRisk Advisors July 2006 - September 2008
West Bend Mutual Insurance June 2005 - July 2006
FleetRisk Advisors August 2004 - June 2005
Valen Analytics December 2002 - August 2004
AQS Policy Administration Systems July 1999 - November 2002
Fiserv Insurance Solutions February 1989 - May 1999
Skills
Business Intelligence, Insurance, Leadership, IT Strategy, Insurance BI Consulting, Insurance Software..., Insurance Software..., Insurance Analytics, Insurance Consulting, Management Consulting, Predictive Analytics, Business Analysis, Business Strategy, Business Development, Process Improvement, CRM, Start-ups, Strategic Planning, Business Process..., Change Management, Software Development, Team Leadership, Strategy, Requirements Analysis, Team Building, Cost Benefit
Education
Coe College 1978 — 1981
BA with honors, Math and Business
Iowa Wesleyan College 1976 — 1978
Math, Business
Fairfield High School 1973 — 1976
Diploma
Mayo Clinic Health System January 2013 - Present
Mayo Clinic Health System August 2005 - January 2013
Group Health Cooperative of Eau Claire September 2004 - August 2005
Wipfli LLP June 2003 - September 2004
ADC Telecommunications 1996 - 2003
Silicon Graphics/Cray Research September 1983 - September 1996
Skills
HRIS, Workforce Planning, Talent Management, Benefits Administration, Employee Engagement, Succession Planning, Employee Benefits, Employee Relations, Organizational..., Personnel Management, Organizational..., Performance Management, Applicant Tracking..., HR Consulting, Leadership Development, Process Improvement, Change Management, Employee Training
Education
Lakeland College 2010 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Cardinal Stritch University
Bachelors, Management
Mate Precision Tooling October 2014 - Present
Vaca Tax and Financial Group January 2010 - Present
WURTH ADAMS July 2011 - October 2014
La Casita Mexican Grill September 2007 - July 2014
Wells Fargo Bank November 2009 - January 2010
Wipfli LLP January 2009 - May 2009
University of Minnesota November 2007 - December 2008
SUPERVALU January 2007 - August 2007
Skills
Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Payroll, Tax, Cash Flow, Auditing, Financial Statements, Customer Service, Management, Invoicing, Time Management, PeopleSoft, Microsoft Excel, Tax Returns, QuickBooks, Microsoft Office, Budgets, Microsoft Word, Financial Analysis, Analysis, Spanish, Forecasting, Tax Preparation, Internal Audit, Account Reconciliation, General Ledger, Leadership, Process Improvement, Negotiation, Finance, Sales, Bookkeeping, Team Building
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Master's, Business Taxation
Augsburg College 2004 — 2006
Bachelor's, Finance and Economics
Minneapolis Community and Technical College 2001 — 2004
Associate of Arts, Liberal Arts
Wipfli LLP January 2014 - Present
The Condon Group, Ltd. September 1980 - December 2013
Skills
Accounting, Income Tax, CPA, Estate Planning, Tax Preparation
Education
DePaul University
MS, Taxation
Purdue University
BS, Management
Wipfli LLP June 2015 - Present
CPA and Accounting firm with 30+ employees July 2012 - June 2015
Dane County Fair Board 2009 - 2015
Madison Scuba November 2005 - 2013
CliftonLarsonAllen November 2009 - July 2012
McGladrey & Pullen December 1999 - November 2009
RSM McGladrey December 1999 - November 2009
E & S Electric, Inc, 1990 - 1999
Skills
Financial Planners, Tax Preparation, Corporate Tax, Income Tax, Tax Accounting, Tax, CPA, Tax Returns, Sales Tax, Accounting, Tax Research, GAAP, Small Business, Financial Statements, Budgets, Partnership Taxation, ProSystem fx Tax
Education
National Association of Business Valuation (NACVA) 2012 — 2012
CVA
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master in Taxation
Upper Iowa University 1994 — 1997
BS
Plante Moran July 2012 - Present
Blackman Kallick October 2011 - June 2012
McGladrey January 2011 - April 2011
Edgewood College Baseball August 2009 - October 2010
Wipfli LLP February 2010 - April 2010
JMB Realty Corporation May 2009 - August 2009
Education
Edgewood College 2009 — 2010
Masters of Science, Accountancy
Edgewood College 2005 — 2009
Bachelor of Science, Accounting, Finance
Accenture November 2010 - Present
NorthShore University HealthSystem August 2009 - November 2010
Wipfli LLP August 2007 - August 2009
Syntech Systems LLC February 2005 - July 2007
Skills
Business Analysis, Project Management, Process Improvement, Disaster Recovery, Windows Server, Team Leadership, IT Outsourcing, IT Operations, Desktop Deployment, Mobile Devices, Management, Enterprise Software
Education
DePaul University 2010 — 2011
IT Project Management
University of Wisconsin-Oshkosh 1999 — 2004
BS, Economics
Acacia Consulting January 2003 - Present
Jefferson Wells January 2009 - August 2010
Blue Heron Consulting January 2003 - June 2008
Wipfli LLP 2006 - 2007
Sentry Insurance 2002 - 2003
Sycamore Group, Wipfli 1995 - 2000
Millennium Partners 1995 - 1999
Sycamore Group 1995 - 1999
Mariner Healthcare 1997 - 1998
Alterra 1995 - 1996
Skills
PMP, PMO, Program Management, Business Process..., PeopleSoft, Management Consulting, Process Engineering, Requirements Analysis, Agile, Healthcare, Mergers, HRIS, Insurance, Agile Methodologies, Business Process, SharePoint, Process Improvement
Education
Marquette University 1976 — 1978
MA, English
Alverno College 1969 — 1973
Bachelor of Arts (B.A.), English and Music
South 55th Street School
Wipfli LLP June 2015 - August 2015
University of Minnesota MHA Alumni Association September 2014 - June 2015
American Red Cross March 2015 - May 2015
VGA Billing Services, Inc. April 2013 - August 2014
Nutrition Energy May 2012 - April 2013
Pavement Coffeehouse December 2009 - May 2012
Skills
Healthcare Management, Customer Service, Customer Satisfaction, Healthcare Improvement, Health Insurance, Operations Management, Medical Billing, Nutrition, Public Relations, Marketing, Problem Solving, Negotiation, Public Speaking
Education
University of Minnesota-Twin Cities 2014 — 2017
Master of Healthcare Administration/Master of Business Administration
Boston University 2008 — 2011
B.S. Nutritional Sciences
Wipfli LLP June 2014 - Present
The BERO Group September 2013 - May 2014
Wipfli LLP June 2013 - September 2013
Skills
Accounting, Microsoft Excel, Analysis, Finance, Communication, Accounts Payable, Time Management, Highly Ambitious, Microsoft Word, Forecasting, Financial Analysis, Financial Accounting, Spreadsheets, Auditing, Determination, PowerPoint, Always Punctual, Customer Service, Internet Explorer, Athletics, Fixed Assets, Accounts Receivable, Inventory, Financial Statements
Education
Carroll College 2012 — 2014
Bachelor of Science, Accounting
Rock Valley College 2009 — 2011
Associate of Arts (AA), Business
Wipfli LLP July 2013 - Present
CB&I June 2011 - June 2013
Camp Manito-wish YMCA June 2007 - September 2010
Skills
Sustainability, Statistics, Environmental Policy, Microsoft CRM, Business Intelligence, Leadership, Environmental Science, Energy, Energy Efficiency, Environmental Awareness, Climate Change, Research, Nonprofits, Renewable Energy, Sustainable Development, Community Outreach, Consulting
Education
Columbia University in the City of New York 2010 — 2011
M.A., Climate and Society
Lawrence University 2006 — 2010
B.A. - Cum Laude, Environmental Studies
Wipfli LLP 2012 - Present
Education
Carroll College
Babysitting August 2015 - Present
Babysitting June 2015 - Present
Babysitting October 2014 - Present
Vector Marketing May 2015 - Present
Babysitting June 2014 - Present
Babysitting September 2013 - Present
Wipfli LLP March 2015 - April 2015
Sterling Municipal Symphony Band May 2011 - April 2015
Farms June 2011 - August 2012
DuPont Pioneer July 2009 - August 2011
Skills
Mathematics, Team Leadership, Motion Graphics, Special Effects, Social Media, Photoshop, Adobe Creative Suite, InDesign, Spanish-English, Advertising, English, Engineering
Education
New Tribes Bible Institute 2015 — 2017
Bible/Biblical Studies
Sauk Valley Community College 2013 — 2017
Sterling High School 2011 — 2015
High School
Cedarville University
Hospital Sisters Health System April 2015 - Present
Wipfli LLP December 2011 - April 2015
Sacred Heart Hospital Eau Claire August 2007 - December 2011
St. Joseph's Hospital June 2007 - December 2011
Epilepsy Foundation of Western Wisconsin 2008 - 2010
RAM Technologies August 1998 - August 2005
Skills
Windows Server, Hyper-V, Active Directory, VMware ESX, Disaster Recovery, Microsoft Exchange, Windows 7, Microsoft Technologies, Servers, IT Management, Consulting, Network Administration, System Deployment, DNS, DHCP, Networking, Citrix, Firewalls, Operating Systems, VMware, Group Policy, Server Architecture, Network Security, Cisco Technologies, Troubleshooting, Windows XP, Remote Desktop, Sonicwall, XP, SAN, System Administration, VPN, IT Infrastructure..., Windows Server 2008, WSUS, Virtualization, Systems Management, Windows 8, Office 365, SaaS
Education
Chippewa Valley Technical College
IS, Computer and Information Sciences and Support Services
TCF Bank May 2015 - Present
TCF Bank August 2013 - April 2015
Regis Corporation September 2012 - August 2013
Wipfli LLP January 2011 - September 2012
Regis Corporation 2010 - 2010
Skills
ProSystem fx Tax, GAAP, Accounting, Financial Reporting, Tax, Tax Returns, General Ledger, Internal Controls, Internal Audit, Expense Reports, JD Edwards, Sarbanes-Oxley Act, Auditing
Education
Bethel University 2007 — 2010
Bachelor's degree, Accounting and Finance
Augsburg College 2006 — 2006
Institute for Clinical Systems Improvement May 2013 - Present
OptumHealth September 2011 - May 2013
Minnesota Department of Health July 2008 - September 2011
Wipfli LLP 2004 - 2008
Eide Bailly LLP August 2003 - November 2004
Office of Rural Health and Primary Care, Minnesota Department of Health December 1997 - August 2003
Skills
Healthcare, Program Management, Organizational..., Public Health, Leadership, Policy, Policy Analysis, Non-profits, Grant Writing, Nonprofits, Leadership Development, Strategic Planning, Hospitals, Program Development, Data Analysis, Community Outreach, Analysis, Budgets, Team Building, Research, Program Evaluation, Healthcare Management, Fundraising, Project Planning, Proposal Writing, Strategy, Management, Grants, Access, Business Analysis, Quality Improvement, Healthcare Consulting, Medicare, Process Improvement, Project Management, Workshop Facilitation, Performance Improvement, Facilitation
Education
Saint Mary's University of Minnesota 2004 — 2007
MA, Health & Human Services Administration
Concordia College 1985 — 1989
BA, English, Communications, Psych
Schenck SC January 2014 - Present
Wipfli LLP January 2013 - April 2013
Oshkosh Corporation - Defense March 2012 - January 2013
Great Northern Corporation May 2011 - March 2012
Red's Piggly Wiggly May 2007 - May 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Time Management, Access, General Ledger, Analysis, QuickBooks, Finance, Logistics, Software Documentation, Account Reconciliation, Sales, Customer Satisfaction, Training, Program Management, Leadership, Purchasing, Inventory Management, Teamwork, Process Improvement, Outlook
Education
University of Wisconsin-Oshkosh 2010 — 2014
Bachelor of Business Administration, Accounting and Finance
Ningbo University 2013 — 2013
Business and Economics study abroad
University of Wisconsin-La Crosse 2009 — 2010
Bachelor of Business Administration, Accounting and Finance
Wipfli LLP September 2015 - Present
BDO USA, LLP January 2014 - September 2015
Concordia University, St. Paul August 2012 - December 2013
Minnesota Math and Science Academy 2012 - 2013
Christian Closet November 2005 - September 2012
Finicity November 2008 - June 2011
South Washington County Schools 2003 - 2009
Nixon & Company, LLC 2003 - 2005
Brookings United Methodist Church 1998 - 2000
United Way of Guin, Alabama 1996 - 1997
Skills
Nonprofits, Leadership, CPA, Personal Finance, Tax, Financial Accounting, Financial Analysis, Internal Controls, Managerial Finance, Higher Education, Teaching, Creativity, Missions, Youth Ministry, Christian Ministry, Community Outreach, Microsoft Office, Solid computer skills, Connecting People, Student Affairs, Accounting, Time Management
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Taxation
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (BS), Accounting
College for Financial Planning
CFP Professional Education Program Completion
Wipfli LLP November 2013 - Present
EY January 2006 - November 2013
Skills
Big 4, Tax, Accounting, International Tax, Income Tax, CPA, Personal Financial..., Trust Taxation, Tax Research, Financial Planners, Finance, Financial Statements, Financial Analysis
Education
Augsburg College 1999 — 2004
Bachelor of Arts (BA), Accounting
Wipfli LLP November 1992 - Present
PDM Bridge August 2002 - August 2004
RSM McGladrey 1989 - 1992
Professional Education Systems, Inc. 1983 - 1989
Northwest Fabrics 1979 - 1983
Skills
Compensation, Organizational..., HR Consulting, Performance Management, Employee Relations, Management, Change Management, Deferred Compensation, Human Resources, Process Improvement, Time Management, Consulting, Leadership, College Recruiting, Training, Payroll, Employee Benefits, Recruiting, Training Delivery, Coaching, Organizational..., Succession Planning, Mergers & Acquisitions, New Hire Orientations, Onboarding, Talent Management, Leadership Development
Education
University of Iowa 1976 — 1979
BBA, Marketing
Florida State University 1973 — 1976
Merchandising
Central City Credit Union September 2009 - Present
Wisconsin Credit Union League - Central Wisconsin Chapter April 2011 - April 2015
RMM Solutions Inc. March 2008 - September 2009
WIPFLi LLP September 2001 - March 2008
Office Solutions October 1999 - September 2001
Church Mutual Insurance Company May 1996 - October 1999
T-NETIX August 1993 - May 1996
Merrill Lynch November 1992 - August 1993
United States Air Force August 1988 - August 1992
TMW Computers August 1985 - May 1988
Skills
WAN, Data Center, Cisco Technologies, Disaster Recovery, VMware, Virtualization, Active Directory, Windows Server, Process Improvement, Microsoft Exchange, Security, IT Strategy, Strategic Planning, Citrix, HP Server Hardware, Websense, SharePoint, Ethernet, LAN-WAN, Windows 7, Windows 8, Microsoft Office, Group Policy, Department Budgeting, Microsoft SQL Server, Oracle SQL, Solarwinds, Network Performance, Appworx, Cisco Call Manager, OSI, Storage Area Networks, Network Engineering, Management, Project Management, Risk Management, Microsoft Applications, Cisco Security, Networking, ITIL, Servers, Integration, Firewalls, Network Security, Information Security, Switches, Information Technology, Troubleshooting, Business Continuity, IT Management
Education
Cardinal Stritch University 2000 — 2004
BSBA
Community College of the Air Force 1988 — 1992
National Insurance Crime Bureau November 2005 - Present
Dominican University September 2003 - April 2014
MB Financial Bank November 2003 - November 2005
RSM McGladrey June 1999 - November 2003
Wipfli LLP March 1996 - June 1999
Skills
Succession Planning, Leadership Development, Talent Management, Personnel Management, Technology Needs..., Motivational Speaking, Performance Management, Organizational..., Employee Relations, Coaching, Career Development, Recruiting, Organizational..., Onboarding, Human Resources, Executive Coaching, HR Consulting, HRIS, Training, Strategic Planning
Education
Benedictine University 2000 — 2004
M.S., Management & Organization Behavior
University of Wisconsin-Stevens Point 1986 — 1989
B.S., Business Administration
Wipfli LLP 2010 - Present
Michael R. Bell & Company, PLLC March 2005 - August 2010
Skills
CPA, GAAP, Tax Research, Budgets, Corporate Tax, Accounting, Tax Accounting
Education
Eastern Washington University
Business Administration, Accounting
Wipfli LLP Senior Business ConsultantOmni Associates1999 - March 2002
Engel Consulting 1998 - 1999
Ameritech 1970 - 1998
Skills
Process Improvement, IT Strategy, Business Process..., Management Consulting
Education
Cardinal Stritch University
BSBA
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. May 1982 - Present
Skills
Forensic Accounting, Business Valuation, Tax Preparation, Expert Witness, Accounting, Income Tax, Internal Controls, CPA, Financial Accounting, Auditing, GAAP, Tax Advisory, Tax, Tax Accounting, Corporate Tax
Education
Buena Vista University 1980 — 1982
BA, Accounting
Baker Tilly Virchow Krause, LLP September 2015 - Present
Kyosay Global LLC September 2008 - August 2015
Wipfli, LLP June 2006 - September 2008
Greenbrier & Russel / Fujitsu Consulting March 2004 - May 2006
Greenbrier & Russel 2004 - 2006
Fujitsu Consulting 2004 - 2006
Viasystems 2002 - 2004
The Revere Group 1998 - 2002
General ThermoDynamics 1995 - 1998
Skills
Project Management, Six Sigma, Supply Chain Management, Information Technology, Lean Manufacturing, Inventory Management, Process Improvement, IT Strategy, Business Process..., Business Analysis, Business Intelligence, Management Consulting, Change Management, Program Management, Strategic Planning, Management, CRM, Supply Chain, Product Development, Strategy, Start-ups, Logistics, Consulting, Software Development, Vendor Management, Enterprise Architecture, Manufacturing, Integration, Market Research, Operations Management, ERP, Business Strategy, Executive Management, Cross-functional Team..., Business Process, Outsourcing, SAP, Project Portfolio..., Process Engineering, Global Sourcing, Contract Negotiation, Sourcing, Leadership, Strategic Sourcing, Operational Excellence
Education
Cardinal Stritch University 2004 — 2007
MBA, Business Administration
Marquette University 1991 — 1995
BS, Business Administration
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2007 - October 2010
Skills
Strategic Financial..., Accounting, GAAP, Tax Preparation, Income Tax, Fixed Assets, Tax Accounting, Tax Returns, Financial Statements, General Ledger, Internal Controls, Tax, US GAAP, Auditing
Education
Northern Illinois University 2005 — 2007
Bachelor of Schience, Accounting
Highland Community College 2003 — 2005
Associate of Science (A.S.), Business
Aquin Catholic High School 1999 — 2003
High School Diploma
Hewins Financial Wipfli Hewins May 2013 - Present
Hewins Financial Wipfli Hewins September 2005 - Present
Wipfli LLP September 2005 - May 2013
Clifton Gunderson 1998 - 2005
PricewaterhouseCoopers November 1996 - November 1998
American Express Financial Advisors February 1991 - October 1996
Skills
Investments, Wealth Management, Retirement, Wealth, Retirement Planning, Tax, Investment Advisory, Estate Planning, Strategic Planning, Asset Management, Succession Planning, Asset Allocation, Strategic Financial..., Global Wealth Management, Family Office Leadership, Advanced Planning Expert, Accounting, Portfolio Management, Financial Management, Business Planning, Mergers, Coaching, Problem Solving, Financial Planning
Education
College for Financial Planning 1996 — 2000
MS
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA
Wipfli LLP December 2012 - Present
Wipfli LLP February 2006 - December 2012
Mercy Medical Center June 1990 - February 2006
Renaissance Savery Hotel December 1999 - October 2001
Skills
Workshop Facilitation, Coaching, Project Management, Leadership Development, Project Planning, Human Resources, Leadership, Team Leadership, Training, Staff Development, Time Management, Employee Relations, Management, Employee Engagement, Interviews, Recruiting, New Hire Orientations
Education
Drake University 1986 — 1990
BA, Rhetoric
Wipfli LLP January 2015 - Present
Kiesling Associates LLP June 2014 - December 2014
Target June 2008 - May 2014
American Family Insurance May 2013 - August 2013
McGladrey January 2013 - April 2013
Skills
Tax, Internal Audit, Sales, Tax Returns, Customer Service, Retail, Time Management, Cashiering, Microsoft Excel, Microsoft Word
Education
University of Wisconsin-Whitewater 2009 — 2013
Accounting, 3.68
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
Study Abroad, Business/Commerce, General
Madison West High School 2005 — 2009
High School
Pentair August 2013 - Present
Wipfli LLP October 2011 - August 2013
Premier Research Group June 2001 - December 2009
Thermo Fisher Scientific June 1991 - March 2001
Skills
PowerPoint, Administrative..., Microsoft Word, Outlook, Microsoft Excel, Office Management, Microsoft Publisher, Caseview, STAR, Executive Calendar..., Event Planning, Management, Microsoft Office, Accounting, Recruiting, Administrative..., Customer Service, Nonprofits, Travel Arrangements, Human Resources, Administration, Training
Education
Elgin Community College 1989 — 1991
Legal Secretary
Northwest Farm Credit Services May 2014 - Present
Wipfli LLP August 2010 - May 2014
Michael R. Bell & Company, PLLC (merged with Wipfli LLP) October 2006 - July 2010
Education
Eastern Washington University 2005 — 2007
Accounting & Business Courses
Whitworth University 1999 — 2004
Bachelor of Arts (B.A.), Psychology
Starkey Labs January 2012 - Present
Starkey Labs July 2010 - January 2012
Mortenson January 2009 - July 2010
McGladrey June 2007 - January 2009
Wipfli LLP January 2006 - June 2007
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Auditing, Financial Modeling, Internal Controls, Internal Audit, Cost Accounting, Budgets, Variance Analysis, Strategic Planning
Education
Hamline University 2009 — 2011
MBA
University of Minnesota-Duluth 2002 — 2005
Accounting
American Family Insurance July 2015 - Present
American Family Insurance December 2014 - Present
Edgewood College July 2013 - Present
Wipfli LLP September 2011 - December 2014
Skills
Accounting, General Ledger, Microsoft Excel, Financial Reporting, Financial Accounting, Internal Controls, Tax, Account Reconciliation, Financial Analysis, Auditing, GAAP, Financial Statements
Education
Edgewood College 2008 — 2011
Master of Science (MS), Accountancy
University of Wisconsin-Oshkosh 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
Lucha Cantina July 2013 - Present
Wipfli LLP December 2013 - September 2014
ACME Solutions September 2012 - April 2013
Panera Bread Company May 2006 - January 2012
Studio Blu Salon & Spa May 2006 - June 2008
Skills
PowerPoint, Organizational, Microsoft for Macs, Time Management, Customer Service, Leadership, Event Planning, Microsoft Word, Training, Employee Relations, Microsoft Office, Public Speaking, New Hire Training, Organization, Leadership Development, Phone Etiquette, Social Media, Teamwork, Event Management, Telephone Skills, Administrative..., Organizational..., Social Networking
Education
Saint Anthony College of Nursing 2015 — 2015
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Illinois State University 2008 — 2013
Bachelor of Science (BS), Organizational & Leadership Communication
Rockford Ornamental Iron September 2015 - Present
Wipfli LLP September 2013 - Present
U.S. Bank September 2012 - September 2013
U.S. Bank July 2011 - September 2012
Skills
Accounting, Banking, Small Business, Payroll, QuickBooks, Creative Solutions..., Microsoft Office, Customer Service
Education
DeVry University 2011 — 2015
Bachelor of Arts (B.A.), Accounting
Rock Valley College 2008 — 2010
Associate of Arts (A.A.), English Language and Literature, General
MiNDFUL March 2015 - Present
Self-Employed September 2011 - Present
Robert Half Finance & Accounting July 2013 - March 2015
Wipfli LLP September 2007 - October 2012
MN Senate District 64 April 2009 - May 2010
Carpet One Floor & Home August 2004 - September 2007
Skills
Accounting, Tax, Tax Accounting, Corporate Tax, GAAP, Income Tax, Financial Statements, Financial Reporting, Financial Accounting, QuickBooks, General Ledger, Internal Controls, Bookkeeping, Accounts Payable, Auditing, CPA, Tax Preparation, Tax Returns, Fixed Assets, Journal Entries, Cash Flow, Variance Analysis, Time Management, Bank Reconciliation, Invoicing, Cash Management, Revenue Recognition, Year-end Close
Education
Metropolitan State University 2010 — 2012
B.S., Accounting
Augsburg College 2004 — 2006
B.A., Secondary Education, English
NEA & Associates, LLC March 2015 - Present
Wipfli LLP August 2011 - March 2015
NEA & Associates, LLC February 2006 - July 2011
Alverno College September 2008 - May 2009
Miller Brewing Company October 2004 - February 2006
Greenbrier & Russel, Inc. November 2000 - September 2004
Software Spectrum September 1998 - January 1999
BOSS Systems, Inc. 1999 - 1999
Lotus Development Corp. January 1996 - July 1998
Hewitt Associates 1995 - 1996
Skills
Business Analysis, CRM, Consulting, Microsoft CRM, Training, Project Management, Software Selection, SaaS, Product Demonstration, SDLC, Business Process..., Technical Sales Support, Business Intelligence, Sales Operations, Management
Education
DePaul University 1995 — 2002
MBA
Marquette University 1986 — 1990
B.S.
Church Mutual Insurance Company July 2014 - Present
ESE - Engineering Solutions Experts April 2013 - Present
Church Mutual Insurance Company February 2014 - July 2014
Church Mutual Insurance Company August 2012 - February 2014
Concordia University Wisconsin January 2008 - September 2012
Specialty commercial property and casualty insurance client July 2008 - August 2012
Wipfli LLP May 2001 - May 2011
AT&T (formerly SBC/Ameritech) May 1998 - May 2001
Accenture (formerly Andersen Consulting) May 1995 - May 1998
Skills
Strategic Planning, Process Improvement, Technology Alignment, Leadership Development, Organizational Change, Program Management, Project Delivery, Change Management, Risk Management, CRM, Strategy, Leadership, Business Process..., Training, Organizational..., Management Consulting, Analysis, Business Analysis, Agile Methodologies, Project Management, Consulting, Budgets, Management, Business Planning, Team Management, Negotiation, Cross-functional Team..., Competitive Analysis, Team Building, IT Management, Business Strategy, Business Development, Recruiting, IT Strategy, Integration, Finance, Software Development, Information Technology, Business Process, Team Leadership, E-commerce, Vendor Management, Mergers & Acquisitions, PMO, Insurance, ERP, SDLC, Data Analysis, Business Intelligence, Project Portfolio...
Education
Marquette University 1998 — 2000
MBA, Management, Leadership
Carroll College 1991 — 1995
BS, Finance
Georgetown University 1994 — 1994
None, Government Relations
NSP September 2013 - Present
SQL Solutions Group 2011 - Present
HealthEquity January 2013 - September 2013
HealthEquity February 2012 - September 2013
Nature's Sunshine Products, Inc. April 2008 - February 2012
LDS Church June 2007 - April 2008
Microsoft Corporation June 2000 - June 2007
Wipfli LLP June 1995 - June 2000
Skills
Microsoft SQL Server, SQL Tuning, VLDB, Teaching, Application Architecture, CSS, Critical Thinking, Troubleshooting, T-SQL, Root Cause Analysis, SQL, MVC, Databases, IIS, C#, ASP.NET, XML, Web Development, Software Development, Performance Tuning, High Availability, Visual Studio, ASP.NET MVC, SSIS, Web Services, Database Design, Agile Methodologies, Database Administration, Cluster, Data Warehousing, Access, SSRS, WCF, VB.NET, Microsoft Technologies, ETL, .NET, Powershell, Relational Databases, Enterprise Architecture, Stored Procedures, Enterprise Software, Replication, ASP, Business Intelligence, SOA, Architecture, TFS, Data Modeling, Analysis Services
Education
Western Governors University 2012 — 2015
Bachelor's degree, Information Technology
Lakeland College 2004 — 2012
Computer Science
Utah Valley University 2008 — 2009
Russian
Brigham Young University 1992 — 1993
N/A, Computer Science
Wipfli LLP January 2015 - Present
Elko & Associates October 2013 - December 2014
Elko & Associates October 2008 - September 2013
SunCom Wireless May 2005 - May 2008
Pepco Holdings Inc. May 2002 - May 2005
Pepco holdings inc 2002 - 2005
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Financial Reporting, Information Technology..., SOC 1, GAAP, Sarbanes-Oxley, Financial Accounting, Auditing, General Ledger, IT Audit
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Cardinal O'Hara 1989 — 1993
Cardinal O'Hara
Cardinal O'Hara
Wipfli LLP December 2014 - Present
Wipfli LLP September 2010 - Present
Northwestern Mutual Life Insurance Company January 2005 - August 2010
Marshall & Ilsley Corp. September 1999 - December 2004
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Audit, Internal Controls, Portfolio Management, Sarbanes-Oxley Act, Enterprise Risk..., Banking, Financial Risk, Wealth Management, Financial Advisory, Strategic Financial..., Financial Accounting, Mutual Funds, Risk Management, Financial Planning
Education
Edgewood College 1994 — 1998
Bachelor's, Accounting
University of Minnesota-Twin Cities 1992 — 1993
Engineering
Middleton High School 1988 — 1992
Plante and Moran September 2007 - Present
Wipfli LLP September 2001 - August 2007
Andrews Hooper and Pavlik PLC 1996 - 2001
Skills
Tax, CPA, Internal Audit, Financial Planners, Real Estate, High Net Worth..., Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Income Tax, Partnership Taxation, GAAP, Accounting, Financial Reporting, Valuation
Education
Alma College 1992 — 1996
Bachelor of Arts, Business Administration, with an Emphasis in Accounting
Edgewood College December 2011 - Present
Wipfli LLP November 2004 - December 2011
BRIO Corporation September 2000 - November 2004
GE Healthcare April 1998 - September 2000
Wheaton Franciscan Healthcare September 1992 - April 1998
Skills
Process Improvement, CRM, Business Intelligence, Business Process, Strategic Planning, Integration, IT Strategy
Education
Marquette University 1996 — 2000
BA, Communication
Augsburg College 1994 — 1996
Wipfli LLP March 2014 - Present
Blue Cross Blue Shield Association May 2012 - March 2014
Johnson Financial Group October 2006 - May 2012
Teleflex Medical May 2004 - October 2006
Abbott Laboratories May 1995 - May 2004
Abbott Diagnostics 1995 - 2004
Education
Fielding Graduate University 2012 — 2017
Doctor of Philosophy (PhD), Human and Organizatonal Development
Washington University in St. Louis
Lemont Township High School 1974 — 1978
High School
Wipfli LLP December 2012 - Present
Twin Cities Youth Chorale December 2010 - January 2013
Eikill & Schilling, Ltd. September 2012 - November 2012
Boulay, Heutmaker, Zibell & Co. P.L.L.P. April 2007 - August 2012
Virchow Krause & Company 2003 - 2007
Skills
Financial Reporting, Internal Controls, Auditing
Education
Augsburg College 1999 — 2003
Bachelor's of Arts, Accounting with emphasis in Public Accounting, minor in Business Administration
Randolph High School 1995 — 1999
High School Diploma
(Ceridian Dayforce) May 2013 - Present
Freelance/Event Planning, Marketing May 2012 - May 2013
Wipfli LLP June 2011 - May 2012
GG Innovations May 2009 - August 2011
WESCO Distribution, Inc March 2005 - March 2009
Health Start Clinic December 2003 - September 2004
National Marrow Donor Program January 2001 - October 2003
American Express Financial Advisors August 1999 - December 2000
Skills
Non-profits, Project Management, Marketing, Human Resources, Management, Event Planning, Nonprofits, Training, Budgets, Project Planning, Market Research, Leadership, Leadership Development, Strategy, Strategic Planning
Education
Augsburg College 1994 — 1998
B.A, Business Administration- Marketing Minor- Political Science
Southwest Minnesota State University 1993 — 1994
Wipfli LLP September 2015 - Present
Skills
Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Compliance, Income Tax, Tax Preparation, Federal Tax, Partnership Taxation, Tax Returns, Accounting, Compliance, International Tax, S Corporations, High Net Worth..., CPA, US GAAP, Big 4, US Tax, Tax Advisory, State Tax, GoSystems, Fixed Assets, Trusts, Finance, Tax Law, GAAP, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Taxation, Taxation
Augsburg College 2007 — 2008
Accounting
State University, Russia
Master's degree, Banking
St. Catherine University September 2015 - Present
Merrill Corporation June 2014 - September 2015
Orion Food Systems June 2013 - June 2014
Midland National Life August 2009 - June 2013
POET November 2008 - August 2009
Carlson Companies April 2007 - November 2008
Salo LLC December 2006 - March 2007
Hypertension Diagnostics, Inc. May 2006 - November 2006
Carlson April 2004 - May 2006
Wipfli LLP November 2001 - April 2004
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, CPA, Financial Analysis, GAAP, Variance Analysis, Nonprofits, General Ledger, US GAAP, Account Reconciliation, Financial Statements, Microsoft Excel
Education
The University of South Dakota 2009 — 2010
MBA
Delaware Valley University 1998 — 2000
BS Business - Accounting, Accounting
Augustana University (SD) 1996 — 1997
Transferred Out, Accounting
Wipfli LLP September 2013 - Present
Wipfli LLP June 2007 - September 2013
Wipfli LLP June 2005 - June 2007
Keefe & Associates January 2001 - June 2005
Skills
Financial Analysis, Healthcare Management, Strategy, Public Speaking, Financial Reporting, Budgets, Process Improvement, Organizational..., Strategic Planning, Customer Service, Healthcare
Education
Edgewood College 2001 — 2005
MBA, Management, Quality Improvement
Minnesota State University, Mankato 1995 — 1999
Bachelor of Science, Economics and Management
Wipfli LLP November 2013 - Present
US Air Force Reserve February 2009 - Present
Associated Bank November 2010 - October 2013
CitiFinancial October 2007 - December 2010
First Horizon Home Loans/Guardian Mortgage January 2006 - October 2007
Army National Guard October 1999 - October 2005
Skills
Sales, Mortgage Lending, Customer Service, Customer Satisfaction, Strategic Planning, Risk Management, Team Building, Credit, Banking, Loans, Finance, Microsoft Word, Training, Leadership, Real Estate, Coaching, Process Improvement, Underwriting, Refinance, Investment Properties, Financial Analysis, FHA, Loan Origination, Small Business, Management
Education
Colorado Technical University 2007 — 2013
Bachelors Of Science, Accounting
XINNIX Mortgage Academy 2007 — 2007
Vocational, Mortgage Origination
Värde Partners October 2014 - Present
Wipfli LLP January 2012 - October 2014
Bernstein Global Wealth Management June 2010 - January 2012
Wipfli LLP September 2007 - June 2010
Skills
Income Tax, Personal Tax Planning, Multi-generational..., Trust Taxation, Estate Taxation, Investments, Capital Markets, Corporate Tax, CPA, Property Tax, Tax Preparation, Tax Research, Tax Accounting, High Net Worth..., Tax, ProSystem fx Tax
Education
Gustavus Adolphus College 2003 — 2007
Bachelor of Arts, Accounting, Finance
Wipfli, LLP November 2005 - Present
KPMG Peat Marwick January 2003 - November 2005
KPMG 2003 - 2005
KPMG 2003 - 2005
Skills
Tax Research, Estate Tax Planning, Tax Accounting, Accounting, Trusts, Personal Income Tax...
Education
College of Saint Benedict 1978 — 1982
BA, Accounting
Wipfli LLP January 1989 - Present
Skills
GAAP, Auditing, Corporate Tax, ProSystem fx Tax, Income Tax, Accounting, Tax Accounting, Tax Preparation, Financial Analysis, US Tax, Tax Research, CPA, Partnership Taxation, S Corporations, Tax Returns
Education
Carroll University 1984 — 1988
BS, Accounting, MIS
parago May 2010 - Present
Wipfli LLP November 2009 - April 2010
Wipfli LLP January 2009 - April 2009
Skills
Financial Reporting, Microsoft Excel, Microsoft Office, Access, Microsoft Word, PowerPoint, Outlook, Customer Service, Time Management, Accounting, Process Improvement, Corporate Tax, Financial Accounting
Education
Gustavus Adolphus College 2007 — 2009
Accounting
University of Denver 2005 — 2007
Accounting
Associated Bank October 2009 - Present
Wipfli LLP February 2004 - October 2009
Advanced Healthcare, LLC January 2000 - January 2004
Skills
Bank Secrecy Act, Banking, USA PATRIOT Act, AML, Anti Money Laundering, OFAC, KYC, Financial Accounting, Risk Management, CAMS
Education
Concordia University-Wisconsin 2001 — 2003
BS, Accounting
Wipfli LLP August 2005 - Present
Alliant Energy 2002 - 2005
Skills
Business Process..., Business Analysis, Business Intelligence, Process Improvement, Management Consulting, Accounting, Change Management, Project Management, General Ledger, IT Management, ERP
Education
Cornell University 1981 — 1985
BS, Business Management
Schneider National January 2014 - Present
Schneider National September 2009 - Present
Wipfli LLP May 2008 - April 2009
Exel July 2005 - April 2008
Exel July 2002 - June 2005
Skills
Transportation..., Logistics Management, Transportation, Logistics, Freight, Operations Management, Account Management, Inventory Management, Cross-functional Team..., Leadership, Management
Education
Silver Lake College 2003 — 2005
Masters, Organizational Behavior
Central Michigan University 1998 — 2002
Bachelors, Double Major: Logistics and Marketing
DeVos Household, Inc. June 2013 - Present
Broadcast Interactive Media August 2012 - June 2013
Broadcast Interactive Media August 2009 - August 2012
University of Wisconsin - Extension November 2004 - December 2008
UW-Milwaukee August 2003 - 2004
Science Applications Incorporated Corporation (SAIC) 2001 - 2004
Wipfli LLP 1999 - 2001
Skills
Instructional Design, Social Media, Training, Program Management, Product Management, CMS, Project Management, Adobe Creative Suite, Management, Advertising, Mobile Applications, Cross-functional Team..., Multimedia, Mobile Devices, Video, Dreamweaver, Public Speaking, Analysis, Broadcast, Web Content Management, Integration, Online Advertising, Web Project Management, Content Management, Customer Service, Social Networking, Online Marketing, SEO
Education
University of Wisconsin-Milwaukee 2002 — 2004
Masters of Arts, Organizational Communication
Hamline University 1994 — 1998
Bachelors of Arts, Communication Studies
St. Charles High School
WHCC
TDS™ April 2015 - Present
TDS Telecom November 2014 - April 2015
TDS Telecommunications Corp. January 2012 - November 2014
Wipfli LLP September 2010 - January 2012
Wipfli LLP January 2010 - April 2010
Clifton Gunderson LLP January 2009 - April 2009
University of Wisconsin-Madison February 2007 - December 2008
Capitol Insurance Companies May 2008 - August 2008
Skills
QuickBooks, Accounting, Accounts Receivable, General Ledger, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Financial Analysis, GAAP, CPA, Microsoft Excel, US GAAP, Accounts Payable
Education
University of Wisconsin-Madison 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Wisconsin-Madison - School of Business 2005 — 2008
BBA, Accounting/Risk Management and Insurance
Federation University Australia 2004 — 2004
N/A, Study Abroad
University of Wisconsin-Marathon County 2003 — 2004
Associate, Liberal Arts and Sciences
Wipfli LLP December 2012 - Present
Wipfli LLP January 2009 - December 2012
Deloitte & Touche June 2007 - December 2008
Duquaine, Melka, and Koplin CPAs January 2007 - May 2007
Wipfli LLP May 2006 - December 2006
Education
Carroll University 2003 — 2007
BS, Accounting
University of Madison Graduate School of Banking
McGladrey April 2015 - Present
CBIZ MHM, LLC November 2013 - January 2015
Radke & Schlesner, SC CPAs November 2009 - October 2013
Wipfli LLP 2005 - 2009
Komisar Brady & Co., LLP 1991 - 2004
KPMG Tucson, AZ 1983 - 1991
Skills
QuickBooks, Financial Reporting, Tax Returns, Tax Accounting, Bookkeeping, Corporate Tax, Income Tax, Financial Analysis, Accounting, Financial Accounting, Budgets, Management, Partnership Taxation, Microsoft Excel, Tax, Small Business, Tax Preparation
Education
Arizona State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Arizona State University
Bachelor of Science (B.S.), Accounting
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. June 2008 - October 2010
Skills
Auditing
Education
Augustana College 2004 — 2008
Central Beer Distributors, Inc. November 2014 - Present
Aspirus November 2013 - November 2014
Wipfli LLP October 2011 - November 2013
Clifton Gunderson LLP September 2007 - October 2011
Skills
Accounting, CPA, GAAP, Auditing, Financial Reporting, US GAAP, Financial Statements, Financial Accounting, Assurance, External Audit, Fixed Assets, Financial Audits, Internal Controls, Tax Research
Education
University of Wisconsin-Milwaukee 2005 — 2007
MSA, Accounting
Concordia University-Wisconsin 2001 — 2005
Wipfli LLP August 2000 - Present
McGladrey and Pullen 1978 - 1996
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, QuickBooks, Strategic Planning, Tax, CPA, Strategy, US GAAP, Finance, Tax Accounting, Tax Preparation, SEC filings, Partnership Taxation, Business Valuation, Employee Benefits, Budgets
Education
Bradley University
BS, Accounting
HintonBurdick CPAs & Advisors July 2015 - Present
HEAVY COVER October 2006 - Present
Wipfli LLP October 2013 - June 2015
Regan Tax and Accounting, L.L.C. October 2012 - June 2015
McGladrey June 2011 - October 2012
Ericshen, Eckard & Associates September 2009 - May 2011
Capital Accounting Group May 2006 - September 2009
Oberg & Free, CPA's June 2004 - April 2006
Emerald Business Solutions January 2003 - April 2004
Cold Stone Creamery 2002 - 2002
Skills
QuickBooks, GAAP, Payroll, Tax, Tax Preparation, Tax Returns, CPA, Sales Tax, Financial Planners, Tax Law, Microsoft Excel, Corporate Tax, Outlook, Income Tax, Tax Accounting, Compilation, Small Business, S Corporations, Payroll Taxes, Bookkeeping, Fixed Assets, Tax Research, Lacerte, Preparation, Cash Flow, Accounting, Financial Statements
Education
Certified Public Accountant
Accounting/Finance
Certified Financial Planner 2010 — 2010
CFP® Practionner, Financial Planning
Arizona State University
Bachelor of Science, Business Administration and International Business Certificate
University of California (Extension), Los Angeles
Award, Accounting
The Emily Program April 2014 - Present
McGladrey September 2013 - April 2014
Wipfli LLP October 2008 - August 2013
Olsen Thielen October 2007 - October 2008
Carpenter Evert and Associates January 2004 - June 2007
Skills
Audit, Quickbooks, Accounting, Single Audit, HUD audits, Tax Returns, Tax Preparation, Tax Research, GAAP, Financial Statements, Internal Controls, ProSystem fx Tax, Financial Reporting, Auditing
Education
Arizona State University 1999 — 2003
BS, Accounting
Sibley East High School 1987 — 1999
High School Diploma
Providence Health & Services March 2015 - Present
Deaconess Medical Center September 2012 - March 2015
Wipfli LLP August 2010 - June 2012
Michael R. Bell & Company, PLLC January 1996 - July 2010
Skills
CPA, Financial Reporting, QuickBooks, Accounting, Auditing, Financial Analysis, Bookkeeping, Payroll, Mergers & Acquisitions, Budgets, Process Improvement, Strategic Planning, Accounts Receivable, Microsoft Excel, Finance, Financial Accounting, GAAP, Analysis, Public Speaking
Education
Eastern Washington University 1993 — 1995
Accounting
Wipfli LLP September 2014 - Present
John A. Knutson & Co., PLLP January 2001 - August 2014
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, Budgets, Account Reconciliation, General Ledger, Income Tax
Education
University of Wisconsin-Superior 1998 — 2000
Bachelor's degree, Accounting
Fond du Lac Tribal and Community College 1996 — 1998
Associate of Arts (A.A.)
Box May 2014 - Present
Box July 2012 - Present
Oracle January 2012 - June 2012
Wipfli LLP June 2008 - December 2011
Gorman and Company August 2005 - June 2008
Veridian Homes 2003 - 2005
Skills
Account Management, Forecasting, Data Analysis, New Business Development, Microsoft Office, Business Strategy, Sales Management, Consultative Selling, Selling, Strategy, Business Development, SaaS, Professional Services, Cloud Computing, Leadership, CRM
Education
Edgewood College 2007 — 2011
Master of Business Administration, Certificate in Quality
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts, Legal Studies and Sociology
Health Information Management Systems Society - WI Dairyland Chapter June 2015 - Present
Health Information Management Systems Society - WI Dairyland Chapter May 2013 - June 2015
Wipfli LLP August 2010 - October 2014
Computer Science Corporation July 2005 - July 2009
FCG July 2005 - July 2006
Skills
EMR, Ambulatory, Healthcare IT, Implementation Services, Affiliates, Healthcare Consulting, EHR, meaningful use, Community connect, Epic Systems, HL7, Healthcare Information..., HIPAA, Health Information..., Integration, SDLC, Healthcare, Informatics, Requirements Analysis, Software Implementation, Visio, CPOE, Consulting, Crystal Reports, Hospitals, Microsoft SQL Server, GoLive, Business Analysis, Requirements Gathering, Analysis, Testing, Process Improvement, Leadership, Project Management, Training, Change Management, Business Intelligence, Quality Assurance, IT Strategy, PMP, Software Project..., SharePoint, Ambulatory Care, QlikView
Education
Anna University 2001 — 2005
B.E., Electronics and Communication
Study Group
PMP, Project Management
Wells Fargo Capital Finance September 2008 - Present
Wipfli LLP 2004 - 2008
Skills
Auditing, Accounting, Financial Statements, Corporate Tax, Financial Accounting, Financial Reporting, Financial Analysis
Education
Addis Ababa University
BMO Harris Bank April 2013 - Present
Wipfli LLP June 2012 - April 2013
First Bank of Highland Park January 2009 - April 2012
Edgebrook Bank July 2006 - December 2008
Parkway Bank & Trust Company October 2004 - July 2006
MB Financial Bank May 2003 - October 2004
Labe Bank April 2001 - May 2003
LaSalle Bank October 1993 - April 2001
Arthur Andersen, LLP December 1991 - October 1993
Skills
Banking, Compliance, Risk Management, Risk, Financial Analysis, Auditing, Internal Audit, Enterprise Risk..., Insurance, Sarbanes-Oxley Act, Loans, Financial Risk, Mortgage Lending, Accounting, Credit, Commercial Banking, Credit Risk, Treasury Management, Internal Controls, Portfolio Management, Commercial Lending, AML, Fraud, Finance, Risk Assessment, Managerial Finance, Retail Banking, Due Diligence, Financial Services, Cash Management, Financial Reporting, Operational Risk..., Mergers & Acquisitions, Credit Analysis, Corporate Finance, Financial Accounting, Corporate Governance, IT Audit, Operational Risk, Bank Secrecy Act, Financial Audits, OFAC, Strategic Financial..., Small Business Lending, KYC, Consumer Lending, COSO, Financial Institutions, Treasury, Sarbanes-Oxley
Education
Dominican University
Bachelor of Science (B.S.), Accounting and Business/Management
Maine Township High School South
Wipfli LLP August 2015 - Present
Community CPA & Associates Inc. May 2014 - July 2015
Terry Lockridge & Dunn January 2014 - April 2014
Fairbanks Morse Engine February 2011 - May 2011
Skills
Accounting, Financial Accounting, Tax Preparation, Income Tax, Tax Returns
Education
University of Iowa 2012 — 2014
Master’s Degree, Accounting
Beloit College 2007 — 2011
B.A., Economics
Central High School 2003 — 2007
Buzzs Bar and Grill October 1995 - Present
Gentle Dental November 2010 - September 2014
Wipfli LLP January 2014 - April 2014
Midwest Dental Group July 2003 - October 2011
Skills
Microsoft Office, PowerPoint, Leadership, Management, Microsoft Excel, Microsoft Word, Team Building, Sales, QuickBooks
Education
University of Wisconsin-Eau Claire 2008 — 2015
Accounting and Finance, Accounting
Chippewa Valley Technical College 2004 — 2006
Dental Hygine, Health Services/Allied Health/Health Sciences, General
Wipfli LLP April 2012 - Present
American Family Insurance August 2003 - April 2012
US Bank August 1993 - August 2003
Skills
Auditing, Insurance, Risk Management, Process Improvement, Banking, Outlook, Financial Analysis, Microsoft Excel, Employee Benefits, Financial Risk, Access, Analysis, Accounting
Education
Madison Area Technical College 2010 — 2012
Post-Bac Certificate, Paralegal
Edgewood College 1987 — 1994
Bachelor of Science (B.S.), Business
Tremper High School 1977 — 1980
Ministry Door County Medical Center September 2010 - Present
Aspirus June 2007 - September 2010
Wipfli LLP January 2005 - June 2007
Skills
Budgets, Healthcare, Strategic Planning, Financial Analysis, Financial Reporting, Accounting, Process Improvement, Forecasting, Healthcare Management, Microsoft Excel, Managerial Finance, Hospitals, Financial Modeling, Mergers, Non-profits, Revenue Cycle, Microsoft Office, Auditing, Change Management, Payroll, Access, General Ledger, Cost Accounting, Accounts Receivable
Education
Central Michigan University 2010 — 2011
Masters, Business Administration and Management, General
Northern Michigan University 2002 — 2004
Bachelor of Science (B.S.), Accounting and Computer Science
Wipfli LLP December 2012 - Present
ExamWorks October 2007 - August 2012
Rockford Health System August 2006 - September 2007
Skills
Medical Transcription, Medical Coding, Medical Terminology, Microsoft Office, Adobe Acrobat, ICD-9, CPT, HCPCS, Medical Billing, Claims Management, Customer Service, Claim, HIPAA, Health Insurance, Hospitals, Healthcare Management, Accounts Payable, Microsoft Office 2007, Payroll, Medical Records, Credentialing, Insurance, Invoicing
Education
Highland Community College 2003 — 2006
Associate of Applied Science (A.A.S.), Health/Health Care Administration/Management
UnitedHealth Group May 2008 - Present
Wipfli LLP July 2007 - May 2008
Skills
Internal Controls, Employee Benefits
Education
Carroll College 2001 — 2005
Bachelor of Science (B.S.), Accounting
Wipfli LLP December 2012 - Present
Eikill & Schilling LTD May 2000 - December 2012
Alaspa & Murray LTD 1995 - May 2000
Skills
Payroll Services, Bookkeeping, Sales Tax, General Ledger, QuickBooks, Creative Solutions...
Education
Duluth Business University 1989 — 1991
Accounting & Business Administration, Accounting
Hinckley High School
Sacred Heart Hospital Eau Claire April 2006 - Present
Wipfli LLP July 2000 - April 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Variance Analysis, GAAP, General Ledger, SEC filings, Revenue Recognition, Accruals, US GAAP, Fixed Assets, Financial Statements, CPA, Cost Accounting, Consolidation, SEC Filings, Leadership, Healthcare, Healthcare Management, Hospitals, Process Improvement
Education
University of Wisconsin-Eau Claire 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Concordia University-St. Paul
Wipfli LLP December 2014 - Present
Frontier Anglers June 2013 - Present
Holmes and Turner November 2013 - December 2014
Self-employed 2012 - 2013
Watkins Shepard Trucking April 2009 - August 2009
Skills
Fly Fishing, Hunting, Volunteering, Accounting, Social Skills, Communication, Nonprofits
Education
Carroll College 2007 — 2012
Bachelor of Arts (BA), Accounting
Aurora Health Care September 2012 - Present
Ministry Health Care September 2010 - August 2012
Wipfli LLP September 2004 - September 2010
Skills
Financial Analysis
Education
Hope College 2000 — 2004
Bachelor of Arts (B.A.), Accounting
Wipfli LLP February 2015 - Present
Eide Bailly LLP August 2012 - February 2015
Education
University of Idaho 2011 — 2012
Masters of Accountancy, Accounting
Idaho State University College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Wipfli LLP November 2012 - Present
Washington Business Services July 2012 - September 2012
Education
Carroll College 2009 — 2013
Bachelor’s Degree, Accounting, 3.8