Adler Management, LLC
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Adler Management, LLC Employees
Employee
Years
Job
Industry
Cathie Paulsen Cathie Paulsen's Adler Management, LLC Experience January 2009 - November 2012
Job Sr. Real Estate Accountant at CBRE
Industry Real Estate
Experience
CBRE January 2014 - Present
CBRE November 2012 - January 2014
Adler Management LLC January 2009 - November 2012
The Opus Group® September 2005 - January 2009
Education
University of Minnesota-Morris 1990 — 1994
Bachelor of Arts (BA), Mathematics
Inver Hills Community College
Associate of Science (A.S.), Accounting
CBRE January 2014 - Present
CBRE November 2012 - January 2014
Adler Management LLC January 2009 - November 2012
The Opus Group® September 2005 - January 2009
Education
University of Minnesota-Morris 1990 — 1994
Bachelor of Arts (BA), Mathematics
Inver Hills Community College
Associate of Science (A.S.), Accounting
Lisa Schoellermann Lisa Schoellermann's Adler Management, LLC Experience May 2007 - April 2012
Job Benefits Coordinator at Gillette Children's Specialty Healthcare
Industry Human Resources
Experience
Gillette Children's Specialty Healthcare March 2012 - Present
Adler Management LLC May 2007 - April 2012
Internet Broadcasting May 2004 - May 2007
Clear Channel Outdoor July 1996 - May 2004
Skills
Social Media, Customer Service, Outlook, Community Outreach, Event Planning, Marketing Communications, Public Speaking
Education
Ashford University 2008 — 2009
Bachelor's degree, Social Sciences
Normandale Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Gillette Children's Specialty Healthcare March 2012 - Present
Adler Management LLC May 2007 - April 2012
Internet Broadcasting May 2004 - May 2007
Clear Channel Outdoor July 1996 - May 2004
Skills
Social Media, Customer Service, Outlook, Community Outreach, Event Planning, Marketing Communications, Public Speaking
Education
Ashford University 2008 — 2009
Bachelor's degree, Social Sciences
Normandale Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Nathan Panning Nathan Panning's Adler Management, LLC Experience January 2015 - Present
Job Tax Manager at Adler Management, LLC
Industry Accounting
Experience
Adler Management LLC January 2015 - Present
Boeckermann Grafstrom & Mayer, LLC October 2009 - January 2015
Johnson, West & Company, PLC January 2007 - October 2009
Skills
Tax, Compliance, Small Business, Non-profits, Tax Research, Tax Compliance, Corporate Tax, Tax Accounting, Tax Returns, Income Tax, Partnership Taxation, Federal Tax, Tax Preparation, S Corporations, State Taxation, Accounting, Tax Advisory, ProSystem fx Tax, CPA, IRS, C-Corp, Fixed Assets, FIN 48, Personal Income Tax..., Financial Statements, Individual Returns, State Tax, Multi-state tax returns
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBT, Business Taxation
University of Wisconsin-Stout 2002 — 2006
Bachelor of Science, General Business Administration
Adler Management LLC January 2015 - Present
Boeckermann Grafstrom & Mayer, LLC October 2009 - January 2015
Johnson, West & Company, PLC January 2007 - October 2009
Skills
Tax, Compliance, Small Business, Non-profits, Tax Research, Tax Compliance, Corporate Tax, Tax Accounting, Tax Returns, Income Tax, Partnership Taxation, Federal Tax, Tax Preparation, S Corporations, State Taxation, Accounting, Tax Advisory, ProSystem fx Tax, CPA, IRS, C-Corp, Fixed Assets, FIN 48, Personal Income Tax..., Financial Statements, Individual Returns, State Tax, Multi-state tax returns
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBT, Business Taxation
University of Wisconsin-Stout 2002 — 2006
Bachelor of Science, General Business Administration
Sheila Denny-Andrews, CPA Sheila Denny-Andrews, CPA's Adler Management, LLC Experience 2007 - 2010
Job Firm Administrator at Copeland Buhl & Co, PLLP
Industry Accounting
Experience
Copeland Buhl & Co, PLLP April 2014 - Present
Personal Business Management Group LLC 2014 - Present
Drazan, Henke and Associates, PLLC 2010 - 2013
Adler Management LLC 2007 - 2010
SecuriCo Inc. 1998 - 2007
Skills
Financial Reporting, Accounting, QuickBooks, Tax
Education
University of Minnesota - Carlson School of Management
B.S.B.-Accounting, Accounting
Copeland Buhl & Co, PLLP April 2014 - Present
Personal Business Management Group LLC 2014 - Present
Drazan, Henke and Associates, PLLC 2010 - 2013
Adler Management LLC 2007 - 2010
SecuriCo Inc. 1998 - 2007
Skills
Financial Reporting, Accounting, QuickBooks, Tax
Education
University of Minnesota - Carlson School of Management
B.S.B.-Accounting, Accounting
Sophie Kelley's Adler Management, LLC Experience June 2009 - October 2010
Job Senior Manager Strategic Advisory Services, Wipfli LLP
Industry Financial Services
Experience
Wipfli LLP May 2011 - Present
Adler Management LLC June 2009 - October 2010
Anchor Bancorp June 2007 - November 2008
Intrinzia Family Office March 2005 - June 2007
DBI January 1997 - March 2004
Wells Fargo 1991 - 1997
US Bank January 1983 - July 1991
Skills
Strategic Planning, Board Governance, Sales Management, Strategy, Mergers & Acquisitions, Leadership, Leadership Development, Business Strategy, Management, Banking, New Business Development, Project Management, Project Planning, Succession Planning, Small Business, Financial Services, Loans, Commercial Lending
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Marketing
Mount Holyoke College 1970 — 1974
BA, Psychology
high school 1964 — 1970
HS, general
Wipfli LLP May 2011 - Present
Adler Management LLC June 2009 - October 2010
Anchor Bancorp June 2007 - November 2008
Intrinzia Family Office March 2005 - June 2007
DBI January 1997 - March 2004
Wells Fargo 1991 - 1997
US Bank January 1983 - July 1991
Skills
Strategic Planning, Board Governance, Sales Management, Strategy, Mergers & Acquisitions, Leadership, Leadership Development, Business Strategy, Management, Banking, New Business Development, Project Management, Project Planning, Succession Planning, Small Business, Financial Services, Loans, Commercial Lending
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Marketing
Mount Holyoke College 1970 — 1974
BA, Psychology
high school 1964 — 1970
HS, general
Nehemie Leon Nehemie Leon's Adler Management, LLC Experience January 2004 - April 2006
Job Property Manager, Tax Consultant
Industry Real Estate
Experience
ProLogis February 2008 - January 2009
DSR Realty & Management April 2006 - January 2008
Adler Management, LLC January 2004 - April 2006
UICI Marketing January 2000 - January 2003
Education
University of South Florida
Bachelor of Science, Business Administration
Hillsborough Community College
Associates of Arts, Business Administration
ProLogis February 2008 - January 2009
DSR Realty & Management April 2006 - January 2008
Adler Management, LLC January 2004 - April 2006
UICI Marketing January 2000 - January 2003
Education
University of South Florida
Bachelor of Science, Business Administration
Hillsborough Community College
Associates of Arts, Business Administration
Erin McGovern's Adler Management, LLC Experience March 2015 - Present
Job Marketing Intern at University of Minnesota
Industry Marketing and Advertising
Experience
Stone Arch Logistics July 2015 - Present
Adler Management LLC March 2015 - Present
University of Minnesota August 2014 - Present
Dairy Queen June 2011 - August 2014
JC Penney December 2013 - January 2014
Skills
Teamwork, Communication, Microsoft Excel, Event Planning
Education
University of Minnesota-Twin Cities 2013 — 2017
Marketing and Supply Chain and Operations
Stone Arch Logistics July 2015 - Present
Adler Management LLC March 2015 - Present
University of Minnesota August 2014 - Present
Dairy Queen June 2011 - August 2014
JC Penney December 2013 - January 2014
Skills
Teamwork, Communication, Microsoft Excel, Event Planning
Education
University of Minnesota-Twin Cities 2013 — 2017
Marketing and Supply Chain and Operations
Bette Nelson's Adler Management, LLC Experience March 2009 - November 2009
Job Meeting & Event Professional
Industry Hospitality
Experience
Adler Management LLC March 2009 - November 2009
Opus Corporation April 2004 - January 2009
GE Osmonics 1987 - 2003
Osmonics 1987 - 2003
Skills
Location Intelligence, Meeting Planning
Education
Roosevelt
University of Minnesota-Twin Cities
Education & Science
Adler Management LLC March 2009 - November 2009
Opus Corporation April 2004 - January 2009
GE Osmonics 1987 - 2003
Osmonics 1987 - 2003
Skills
Location Intelligence, Meeting Planning
Education
Roosevelt
University of Minnesota-Twin Cities
Education & Science
Melinda (Lindy) Fischer, CPA MBA's Adler Management, LLC Experience May 2009 - December 2014
Job Tax manager at Copeland Buhl & Company
Industry Real Estate
Experience
Copeland Buhl & Company December 2014 - Present
Adler Management, LLC May 2009 - December 2014
Opus North Corporation May 2008 - May 2009
Carver Moquist & O'Connor, LLC June 1997 - April 2008
Skills
Tax Preparation, Financial Reporting, Small Business, Income Tax, Partnership Taxation, Corporate Tax, Tax, Tax Accounting, Accounting, CPA
Education
Metropolitan State University
Master of Business Administration (MBA)
Copeland Buhl & Company December 2014 - Present
Adler Management, LLC May 2009 - December 2014
Opus North Corporation May 2008 - May 2009
Carver Moquist & O'Connor, LLC June 1997 - April 2008
Skills
Tax Preparation, Financial Reporting, Small Business, Income Tax, Partnership Taxation, Corporate Tax, Tax, Tax Accounting, Accounting, CPA
Education
Metropolitan State University
Master of Business Administration (MBA)
Nicole Telander's Adler Management, LLC Experience May 2012 - July 2014
Job Tax Manager at Baker Tilly
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP July 2014 - Present
Adler Management LLC May 2012 - July 2014
Boulay, Heutmaker, Zibell & Co October 2008 - June 2012
Boulay, Heutmaker, Zibell & Co January 2004 - October 2008
KDV January 2003 - December 2003
Skills
Real Estate, Partnerships, Business, Corporate Tax, Income Tax, Tax Research, Tax, S Corporations, Fixed Assets, QuickBooks, General Ledger, Accounting, Tax Preparation, Financial Accounting, Financial Reporting
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Master's, Business Taxation
Minnesota State University, Mankato 1998 — 2002
BS, Accounting
Baker Tilly Virchow Krause, LLP July 2014 - Present
Adler Management LLC May 2012 - July 2014
Boulay, Heutmaker, Zibell & Co October 2008 - June 2012
Boulay, Heutmaker, Zibell & Co January 2004 - October 2008
KDV January 2003 - December 2003
Skills
Real Estate, Partnerships, Business, Corporate Tax, Income Tax, Tax Research, Tax, S Corporations, Fixed Assets, QuickBooks, General Ledger, Accounting, Tax Preparation, Financial Accounting, Financial Reporting
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Master's, Business Taxation
Minnesota State University, Mankato 1998 — 2002
BS, Accounting
Jean Sazevich's Adler Management, LLC Experience December 2005 - January 2007
Job Philanthropic Services Advisor at The Minneapolis Foundation
Industry Philanthropy
Experience
The Minneapolis Foundation February 2014 - Present
Self-employed Philanthropy Consultant May 2012 - April 2014
University of Minnesota Law School June 2009 - May 2012
Consultant 2006 - 2009
Adler Management LLC December 2005 - January 2007
Piper Jaffray 2004 - 2005
Pohlad Family Charities 2001 - 2004
The Sheltering Arms Foundation 1990 - 1997
Courage Kenny Rehabilitation Institute 1989 - 1990
Skills
Grants, Fundraising, Philanthropy, Non-profits, Strategy, Program Management, Annual Giving, Nonprofits, Grant Writing, Public Speaking, Volunteer Management, Community Outreach, Alumni Relations, Stewardship, Board Development, Policy, Team Facilitation, Event Planning, Community Development, Program Development
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Inidvidualized Studies, Political Science, Public Affairs, Management
The Minneapolis Foundation February 2014 - Present
Self-employed Philanthropy Consultant May 2012 - April 2014
University of Minnesota Law School June 2009 - May 2012
Consultant 2006 - 2009
Adler Management LLC December 2005 - January 2007
Piper Jaffray 2004 - 2005
Pohlad Family Charities 2001 - 2004
The Sheltering Arms Foundation 1990 - 1997
Courage Kenny Rehabilitation Institute 1989 - 1990
Skills
Grants, Fundraising, Philanthropy, Non-profits, Strategy, Program Management, Annual Giving, Nonprofits, Grant Writing, Public Speaking, Volunteer Management, Community Outreach, Alumni Relations, Stewardship, Board Development, Policy, Team Facilitation, Event Planning, Community Development, Program Development
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Inidvidualized Studies, Political Science, Public Affairs, Management
Kate Seng's Adler Management, LLC Experience 2007 - Present
Job Senior Advisor Adler Management LLC
Industry Philanthropy
Experience
Adler Management LLC 2007 - Present
Kate Seng Consulting 2002 - 2007
United Way of the St. Paul Area January 1992 - January 2001
St. Paul United Way 1992 - 2000
Skills
Grants, Nonprofits, Public Policy, Program Evaluation, Philanthropy, Non-profits, Leadership Development, Community Development, Organizational..., Community Outreach, Strategic Planning, Strategic Communications, Program Development, Program Management, Policy Analysis
Education
University of Minnesota-Twin Cities 1986 — 1988
M.A., Public Affairs
St. Catherine University
Adler Management LLC 2007 - Present
Kate Seng Consulting 2002 - 2007
United Way of the St. Paul Area January 1992 - January 2001
St. Paul United Way 1992 - 2000
Skills
Grants, Nonprofits, Public Policy, Program Evaluation, Philanthropy, Non-profits, Leadership Development, Community Development, Organizational..., Community Outreach, Strategic Planning, Strategic Communications, Program Development, Program Management, Policy Analysis
Education
University of Minnesota-Twin Cities 1986 — 1988
M.A., Public Affairs
St. Catherine University
Mary Vandelac's Adler Management, LLC Experience Sr. Tax AccountantArthur Andersen1986 - 1989
Job Tax Director of Family Services at Adler Management LLC
Industry Real Estate
Experience
Adler Management LLC Sr. Tax AccountantArthur Andersen1986 - 1989
Education
University of Minnesota - Carlson School of Management 1981 — 1986
bs, accounting
University of Minnesota-Twin Cities 1981 — 1986
bs, accounting
Adler Management LLC Sr. Tax AccountantArthur Andersen1986 - 1989
Education
University of Minnesota - Carlson School of Management 1981 — 1986
bs, accounting
University of Minnesota-Twin Cities 1981 — 1986
bs, accounting
Nathan Wassenberg, MBA's Adler Management, LLC Experience May 2006 - October 2011
Job Patent Accountant
Industry Accounting
Experience
University of Minnesota - Office for Technology Commercialization January 2015 - Present
University of Minnesota Medical School October 2011 - December 2014
Adler Management, LLC May 2006 - October 2011
US Bank February 2004 - May 2006
Honeywell FCU October 2001 - February 2004
Skills
Accounting, Financial Reporting, QuickBooks, Financial Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Modeling, Financial Statements, Tax, GAAP, PeopleSoft, Managerial Finance, Finance, Management Accounting
Education
University of St. Thomas
MBA
University of Minnesota-Twin Cities
Bachelor of Arts
Universidad de los Andes (VE) 2000 — 2000
University of Minnesota - Office for Technology Commercialization January 2015 - Present
University of Minnesota Medical School October 2011 - December 2014
Adler Management, LLC May 2006 - October 2011
US Bank February 2004 - May 2006
Honeywell FCU October 2001 - February 2004
Skills
Accounting, Financial Reporting, QuickBooks, Financial Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Modeling, Financial Statements, Tax, GAAP, PeopleSoft, Managerial Finance, Finance, Management Accounting
Education
University of St. Thomas
MBA
University of Minnesota-Twin Cities
Bachelor of Arts
Universidad de los Andes (VE) 2000 — 2000