AICPA Company
Industry: Professional organizations company
DescriptionFounded in 1887, the American Institute of Certified Public Accountants is the national professional organization of Certified Public Accountants in the United States, with more than 418,000 members in ... Chairman: Eric L. Hansen, CPA, CGMA Headquarters: Durham, North Carolina, United States Purpose: Financial accounting President & CEO: Barry C. Melancon, CPA, CGMA Membership: 418,000 CEO: Barry C. Melancon (1 Jul 1995–)
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AICPA Employees
Collins, Mason & Company, LLP June 1994 - Present
AICPA Benevolent Fund, Inc October 2014 - Present
Provisors February 2012 - Present
AICPA October 2010 - October 2013
California Society of CPAs/CalCPA Education Foundation 2007 - 2008
Hood & Strong, LLP October 1992 - October 1994
Skills
Tax, Small Business, Family Business, Accounting, Estate Tax Planning, Estate Planning, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, Corporate Tax, Trusts, CPA, QuickBooks, Tax Accounting, GAAP, Mergers & Acquisitions, Partnership Taxation
Education
Golden Gate University
Masters, Taxation
California State University-East Bay 1988 — 1992
BA, Accounting
AICPA May 2014 - Present
Paychex August 2010 - May 2014
Premier Federal Credit Union August 2008 - June 2010
Credit Union Service Center April 2005 - August 2008
Skills
Employee Benefits, Benefits Administration, Human Resources, Employee Relations, Onboarding, Payroll, HRIS, Cold Calling, Invoicing, Customer Service, Leadership
Education
Capella University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Greensboro 2003 — 2008
Bachelor's degree, Business Administration and Management, General
J.P. Morgan April 2015 - Present
Baruch College March 2015 - Present
Food Bank For New York City January 2015 - May 2015
Hess Corporation May 2013 - February 2015
AICPA June 2013 - June 2013
Skills
Accounting, Investments, Finance, Research, Microsoft Excel, Bookkeeping, Financial Accounting, GAAP, Leadership, Auditing, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
BBA Candidate, Accounting and Finance
Salzburg Global Seminar (Salzburg, Austria) 2013 — 2013
Student Fellow, International/Global Studies
Willbros Group April 2015 - Present
Deloitte & Touche LLP Audit Quality Advisory Council May 2013 - Present
Atwood Oceanics October 2011 - Present
Trinity Steel Fabricators, Inc February 2013 - Present
HMS Income Fund, Inc. May 2012 - January 2013
AICPA 2008 - October 2011
Grant Thornton August 2007 - July 2011
Public Company Accounting Oversight Board September 2005 - May 2007
Arthur Andersen 1971 - 2002
Skills
Internal Controls, Financial Reporting, Auditing, Mergers, Due Diligence, Risk Assessment, IPO, Sarbanes-Oxley Act, US GAAP, Corporate Governance, Corporate Tax, IFRS, Accounting, Enterprise Risk..., SEC filings, Internal Audit, Mergers & Acquisitions, Finance, GAAP, Tax, Corporate Director, Audit Committee Chair, Sarbanes-Oxley, Risk Management, CPA, Forensic Accounting, Assurance, Financial Accounting, External Audit, SEC Filings
Education
Baylor University - Hankamer School of Business 1967 — 1971
Bachelor of Business Administration (BBA), Accounting
Coptic Orphans Support Association April 2012 - Present
Duke University April 2006 - December 2011
Self Employment 2002 - 2005
UNC - Chapel Hill 1995 - 2002
AICPA 1980 - 1995
Skills
Non-profits, Customer Service, Managerial Finance, Budgets, Project Planning, Financial Reporting, Higher Education, Healthcare, Strategic Planning, Fundraising, Research, Analysis, Nonprofits, Finance, Human Resources, Public Speaking, Accounting, Policy, Community Outreach, Program Management, Data Analysis, Management Consulting, Management, Strategy, Training, Team Building, Organizational..., Project Management, Change Management, Business Analysis, Leadership Development, Recruiting, Team Leadership, Microsoft Excel, Entrepreneurship
Education
Ain Shams University 1975 — 1979
BS, Business
Ain Shams University, Cairo - Egypt
AGA Group, Tax and Accounting October 2007 - Present
AICPA 2005 - May 2012
National Association of Black Accountants (NABA) 2005 - 2007
Reznick Group 2004 - 2007
Reznick Group September 2002 - May 2004
Skills
Tax, Accounting, Bookkeeping, Small Business, CPA, Tax Preparation, Tax Accounting, QuickBooks, Corporate Tax, Income Tax, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Partnership Taxation, Tax Advisory, General Ledger, Financial Planners, Tax Law, Sales Tax, Financial Statements, Tax Returns, IRS, Preparation, Tax Research, S Corporations, Accounts Payable, Payroll Taxes, US GAAP, Financial Planning
Education
American University - Kogod School of Business 2004 — 2008
Master's, Taxation
Bowie State University 1999 — 2002
BS, Business Admin, Concentration: Accounting
State Street August 2014 - Present
State Street May 2014 - August 2014
Naartjie Kids Clothing June 2011 - June 2014
AICPA 2014 - 2014
KU Religious Studies Department August 2011 - May 2013
KPMG US 2012 - 2012
University of Kansas August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Customer Service, Teamwork, Research, Access, Outlook, Public Relations, Data Entry, Data Analysis, Management, Financial Analysis, Public Speaking
Education
Baker University 2014 — 2016
Master of Business Administration (MBA), Accounting and Business/Management
University of Kansas 2009 — 2014
Bachelor of Science (BS), Accounting
AICPA 2007 - Present
Olbricht Storniolo May 2003 - Present
Olbricht Storniolo Group CPAs, LLC February 2003 - Present
eccountingUSA January 1995 - Present
Bachini, Olbricht & Associates January 1994 - May 2003
John P. Bachini & Associates January 1987 - January 1994
Purdy, Bornstein January 1987 - January 1990
Pratas Smith & Moore August 1983 - December 1987
Pratas, Smith and Moore, CPAs January 1983 - January 1987
Davis, Kinard & Co January 1982 - January 1983
Skills
CPA, CGMA, Tax, Accounting, Auditing, Tax Preparation, Partnership Taxation, Income Tax, Financial Reporting, Financial Analysis, Internal Controls, Management, Estate Tax Planning, Budgets, Management Consulting, Corporate Tax, Internal Audit, GAAP, SEC filings
Education
Abilene Christian University 1977 — 1982
BBA, Accounting
AKT LLP, CPAs and Business Consultants December 1995 - Present
AICPA October 2013 - Present
AGC - Oregon Columbia Chapter December 2010 - Present
Catholic Charities Oregon October 2009 - Present
AICPA November 2012 - October 2013
AICPA September 2009 - November 2012
Skills
Financial Planners, Construction Accounting, Financial Reporting, Tax, Cash Flow, Accounting, Finance, CPA, Small Business, Income Tax, Corporate Tax, Employee Benefits, Auditing, Cost Accounting, Corporate Finance, Tax Preparation, Leadership, Financial Statements, GAAP, Budgets, Risk Management, Tax Accounting, Strategic Financial..., Mergers & Acquisitions
Education
American University 1988 — 1990
Master of Science, Taxation
Loyola College in Maryland 1979 — 1983
Bachelor of Arts, Accounting
Loyola High
Aramco Services Company February 2014 - Present
Sadara Chemical Company September 2013 - February 2014
GE Oil & Gas August 2012 - August 2013
GE Oil & Gas March 2010 - December 2011
GE Oil & Gas June 2008 - August 2009
Adecco Technical September 2007 - June 2008
Adecco May 2007 - August 2007
Saltgrass Steakhouse February 2006 - May 2007
AICPA April 2002 - August 2006
Snelling June 1997 - August 2000
Skills
Event Planning, Microsoft Office, Training, Recruiting, Applicant Tracking..., Management, Sourcing, Microsoft Excel, Human Resources, Outlook, Marketing, Project Management, Leadership, Customer Service, Budgets, Project Planning, Process Improvement, Strategic Planning, Software Documentation, Process Scheduler, Visio, Interviews, Data Analysis, PowerPoint, Onboarding, Social Networking
Education
University of Houston-Downtown 2013 — 2015
Bachelor's Degree, Interdiciplinary Studies
Lone Star College System 2010 — 2013
Associate's Degree, 3.68
Sanger High School 1993 — 1997
Honors High School
Art Institute of Dallas
Family Health International FHI360 May 2012 - Present
Tekelec January 2008 - October 2012
Duke Health Technology Solutions November 2006 - January 2008
AICPA July 2006 - December 2006
American Institutes for Research January 2000 - July 2006
American Psychiatric Association 1995 - 2000
Discovery Channel January 1989 - January 1995
Skills
Network Administration, Cloud Computing, Data Center, Servers, Integration, Project Planning, Security, Information Technology, Active Directory, Management, Enterprise Software, Program Management, Telecommunications, Unix, Software Documentation, Networking
Education
American University 1983 — 1985
Bachelor of Science, Computer Science
West Virginia University 1981 — 1985
Computer Science
Q-al July 2015 - Present
Infusion April 2015 - Present
The Language Shack June 2014 - Present
Ettain Group (Fidelity Investments) February 2015 - April 2015
Resolvit (Cisco Systems) September 2014 - February 2015
LingQ.com August 2014 - February 2015
AICPA August 2013 - February 2014
Contracting firm for AICPA September 2012 - August 2013
Skills
Microsoft Office, Software Documentation, Research, Social Media, SQL, JMeter, JUnit, Basic Python, Basic Java, Spanish, English, Microsoft Excel, Translation, PowerPoint, Microsoft Word, Strategic Planning, Negotiation, Public Relations, Proofreading, Teamwork, Teaching, HP Quality Center, Numara Footprints, Foreign Languages, Software Testing Life..., Selenium Testing..., Selenium IDE, Github, Selenium
Education
Ashford University 2014 — 2018
Bachelor of Arts (B.A.), Applied Linguistics
Panther Creek High School 2006 — 2010
High School Diploma, College prep
Weejee Learning January 2014 - Present
AICPA 2010 - Present
Greyhound Lines, Inc. August 2008 - February 2010
Blue Vista June 2004 - December 2006
Skills
Web Design, Illustrator, Flash, Video Editing, After Effects, Zbrush, Video, HTML, Premiere, 3D Studio Max, Dreamweaver, Microsoft Excel, Microsoft Office, Advertising, Marketing, Photoshop, Graphic Design
Education
Art Institute of Dallas 2001 — 2004
BA, Fine Arts in Media, Arts, & Animation
AICPA September 2015 - Present
Cato Institute January 2015 - September 2015
The Fund for American Studies August 2014 - December 2014
The George Washington University Regulatory Studies Center June 2014 - August 2014
Students For Liberty August 2013 - June 2014
Institute for Justice January 2014 - May 2014
American University's Young Americans for Liberty September 2012 - May 2014
American University's Orthodox Christian Fellowship January 2012 - May 2014
Institute for Humane Studies January 2013 - December 2013
The Tax Foundation September 2012 - December 2012
Skills
Policy Analysis, Research, Public Policy, Blogging, Policy, Public Speaking, Editing, Community Outreach, Writing, Social Media, Event Planning
Education
American University 2011 — 2014
Bachelor of Arts (B.A.), Law and Society, Cum Laude
The High School of Saint Thomas More 2007 — 2011
High School Diploma
BYU-Idaho April 2015 - Present
AICPA February 2015 - Present
Grant Thornton LLP January 2015 - April 2015
BYU-Idaho September 2014 - December 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2013 - December 2014
BYU-Idaho October 2013 - September 2014
American Education & Travel Services June 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources May 2011 - May 2013
Chick-fil-A Corporate January 2009 - December 2010
Skills
Accounting, Auditing, Microsoft Excel, Public Speaking, Time Management, Data Entry, Microsoft Office, VBA, Leadership, Management, Team Leadership, Customer Service, Teamwork, Accounts Receivable, Accounts Payable, PowerPoint, Income Tax, Tax Preparation, Microsoft Word
Education
Brigham Young University - Idaho 2013 — 2016
Bachelor of Science (B.S.), Accounting, GPA 3.72
Audubon High School 2006 — 2010
High School Diploma
KPMG US January 2014 - Present
BYU-Idaho January 2014 - Present
BYU-Idaho April 2012 - December 2013
AICPA March 2012 - December 2013
BYU-Idaho Student Accounting Society January 2012 - December 2013
KPMG June 2013 - June 2013
Zebra Technologies September 2012 - December 2012
Northwestern Mutual January 2012 - May 2012
SEFNCO Communications 2011 - 2011
The Church of Jesus Christ of Latter-day Saints March 2007 - March 2009
Skills
Integrity, Accounting, Internal Audit, Microsoft Excel, Auditing, Microsoft Office, Financial Analysis, Data Analysis, PowerPoint, TeamMate, Public Speaking, Leadership, Financial Accounting, Insurance, Teamwork, Management, Excel, Visual Basic, Term Life Insurance, AS400 Administration, Financial Audits, Microsoft Word, Account Reconciliation, Process Improvement, AS400 system, Critical Thinking, Internal Controls, General Ledger, Disability Insurance, Client Acquisition, Financial Services, Spanish, Tax Preparation, Electronic Workpaper..., Client Communications, Client Service, Whole Life, ERP Oracle, Cost Accounting, Accounting Applications, Management Accounting, Six Sigma, Forensic Accounting, SOX 404, Client Services, Sarbanes-Oxley Act, Finance, Customer Acquisition, Communication
Education
Brigham Young University - Idaho 2009 — 2013
Working for a Bachelor of Science (BS), Accounting, Senior, 3.877 GPA
Brigham Young University - Idaho 2006 — 2013
Associate of Science (AS), General Studies, 3.88
Kentwood High School 2003 — 2006
High School Diploma, General Studies
EY September 2011 - Present
AICPA June 2009 - August 2011
Skills
Internal Controls, Internal Audit, SOX 404, Microsoft Excel, Visio, Risk Assessment, Project Management, Auditing, Financial Reporting
Education
North Carolina State University 2009 — 2010
Master's degree, Accounting
Appalachian State University 2005 — 2009
Bachelor of Science (B.S.), Accounting
AICPA August 2013 - Present
AICPA January 2011 - August 2013
Wheels 4 Hope 2011 - 2013
Self-Help July 2009 - January 2011
North Carolina Association of CPAs October 2000 - November 2008
Blount May 2000 - September 2000
Blount September 1999 - May 2000
Blount September 1997 - September 1999
Williams, Taylor & Associates, PC February 1995 - September 1997
Outreach International, Inc. January 1993 - February 1995
Skills
Auditing, CPA, Non-profits, Internal Controls, Financial Reporting, Accounting, Financial Analysis, US GAAP, General Ledger, Tax, Financial Accounting, GAAP, Strategic Financial..., Managerial Finance, Budget, Budgets, Nonprofits
Education
Birmingham-Southern College 1987 — 1991
BS, Accounting
AICPA 2007 - Present
Hester & Associates - Sento, Inc July 2007 - August 2010
Debt Free Foundation June 2003 - August 2008
University of Anchorage Alaska 1971 - 1994
Skills
Nonprofits (See-Summary), Accounting, CPA, Finance, Budgets, Auditing, Training, Financial Analysis, GAAP, Strategic Financial..., Marketing, Tax, Microsoft Excel, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Small Business, Cash Flow, QuickBooks, Start-ups, Forecasting
Education
Utah State University 1987 — 1994
Doctor of Philosophy (PhD), Information Systems/Education
Utah State University 1970 — 1971
MS, Business
Arizona State University 1964 — 1968
BS, Accounting
AICPA January 2012 - Present
Business Learning Institute June 2011 - Present
The Sustainable CFO January 2011 - Present
Antioch University New England February 2010 - Present
Triple Pundit November 2009 - Present
Jennifer H. Elder 2005 - Present
Signami-DCS, Inc. April 2009 - January 2011
Snow Valley, Inc. June 2007 - April 2009
Tiffany Construction & Development June 2004 - June 2007
Nohl Crest Homes 2004 - 2004
Skills
Strategic Planning, Sustainability, Leadership Development, Leadership, Strategy, Financial Analysis, Financial Forecasting, Public Speaking, Program Management, Business Planning, Budgets, Executive Coaching, Human Resources, Employee Benefits, Accounting, Training, Small Business, Management Consulting, Nonprofits, Finance, Analysis, Forecasting, Auditing, Process Improvement, Consulting, Management, Executive Management, Start-ups, Entrepreneurship, Organizational..., Business Strategy, Mergers & Acquisitions, Managerial Finance, Coaching, Fundraising, Policy, Change Management, Business Development, Project Management, Project Planning, Teaching, Time Management, Cash Flow, Team Building, Marketing, Business, Proposal Writing, Internal Controls, Workshop Facilitation, Business Process...
Education
Antioch University New England 2008 — 2009
MS, Organizational Leadership
McIntosh College 1984 — 1997
ABS, Accounting
University of Massachusetts, Amherst 1977 — 1981
BA, Education
University of Southern Maine
Certificate, Sustainable Business
ACHVA 2014 - 2014
AICPA 1996 - 1999
AICPA 1992 - 1996
Institute for International Education 1990 - 1992
Columbia University Press 1989 - 1990
World Jewish Congress/Network 1986 - 1988
World Jewish Congress/Network 1985 - 1986
Skills
Copywriting, Advertising, Management, Project Management, Time Management, Direct Mail, Digital Marketing, Publications, Customer Satisfaction, Analysis, Research, Sales, Project Planning, Marketing, Volunteer Management, Budgets, Program Management, Human Resources, Online Advertising, Marketing Communications
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA, Digital Marketing
Baruch College
MBA, Marketing
Yeshiva University
BA, Psychology
NC Department of Health and Human Services August 2014 - Present
NC Department of Public Instruction November 2013 - June 2014
Jamal Y. Graham Accounting Services LLC 2000 - May 2014
AICPA January 2013 - May 2013
RTI International February 2008 - March 2011
William H. Bunch, CPA PA January 2003 - May 2004
PPD October 2000 - January 2003
Skills
Fixed Assets, Payroll, Journal Entries, Cash Flow, Cost Accounting, Bank Reconciliation, Budgets, Accounts Receivable, Sarbanes-Oxley Act, Managerial Finance, VAT, Microsoft Excel, Tax Accounting, Financial Accounting, Accounts Payable, QuickBooks, Costpoint, Deltek, SAP, Lawson General Ledger, Income Tax, Tax Preparation, Corporate Tax, Cognos, Foreign Currency..., Oracle, New Business Development
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (MBA), Financial Analysis
Campbell University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Celgene November 2012 - Present
Weil Gotshal and Manges 2011 - October 2012
Global Association of Risk Professionals April 2007 - May 2012
Pershing, a BNY Mellon company September 2005 - March 2007
AICPA August 2002 - September 2005
J.P. Morgan October 2000 - July 2002
AXA Equitable March 1998 - October 2000
Skills
Graphic Design, Web Design, Web Development, Databases, Database Design, Adobe Creative Suite, User Experience, Customer Service, Client Representation, Business Development, Email Marketing, Marketing, Management, Team Building, Social Media, Copywriting, Advertising, Entrepreneurship, Social Networking, Press Releases, Dreamweaver, Online Marketing, Editing, Social Media Marketing, CMS, WordPress, SharePoint, Newsletters, Photoshop, Training, InDesign, Analysis, Microsoft Office, Online Advertising, Event Planning
Education
Anthem Institute-Jersey City 2001 — 2003
Diploma, Web Development & Business Programming
Lincoln High School 1994 — 1998
Diploma, General Studies
AICPA Insurance Account RepState Farm InsuranceFebruary 2010 - April 2012
Shadowbox Live September 2001 - April 2009
Education
Appalachian State University 1995 — 2000
Music Performance, General
AICPA March 2013 - Present
Freelance July 2012 - Present
SAS September 2012 - February 2013
Duke University Health System 2005 - July 2012
North Carolina Museum of Art August 2004 - May 2005
Durham Regional Hospital August 2004 - May 2005
Skills
Copy Editing, Copywriting, Digital Marketing, Marketing Communications, Project Management, Client Liaison, Publishing, Public Relations, Newsletters, Press Releases, Media Relations, Proofreading, Web Content, Publications, Blogging, Journalism, Editing, Strategic Communications, Speech Writing, Marketing, Web Design, Internal Communications, Corporate Communications, Adobe Creative Suite, AP Style, Feature Articles, Editorial
Education
Appalachian State University 2000 — 2004
Bachelor of Science (BS), Mass Communication/Media Studies
Apex High School
AICPA January 2013 - Present
YH Advisors, Inc. October 2011 - Present
CalCPA 2010 - January 2014
Windes & McClaughry Accountancy Corporation August 2007 - October 2011
Raimondo Pettit Group 2006 - 2007
Duckworth & Mehner, LLP 2006 - 2007
Grant Thornton 2004 - 2006
Skills
Accounting, Tax, Auditing, Income Tax, CPA, Tax Preparation, QuickBooks, Exempt Organizations, Non-profits, Education
Education
University of Southern California - Marshall School of Business 2007 — 2009
Master's degree, Taxation
California State University-Long Beach - College of Business Administration 2001 — 2005
Bachelors of Science, Business - Accounting
Chemonics International May 2015 - Present
AICPA September 2014 - December 2014
Pionear Recruiting August 2013 - March 2014
Red Hat May 2012 - May 2013
Communities In Schools September 2011 - December 2011
Skills
Project Planning, Event Planning, Budgeting, Training/Development, Captivate, Photoshop, Adobe Audition, Learning Analytics, HR Metrics
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, HR Management and Finance
Boğaziçi University 2012 — 2012
Exchange Student
AICPA September 2015 - Present
Financial Fridays Radio Co-Host August 2011 - Present
American Institute of Certified Public Public Accountants October 2010 - Present
American Institute of Certified Public Accountants September 2007 - Present
Skills
Public Speaking, Seminars, Accounting, Tax, Strategic Financial..., Non-profits, Small Business, Estate Planning, Tax Preparation, Auditing, Financial Reporting, Income Tax, Budgets, Financial Analysis, Personal Finance, Financial Accounting, Financial Planners, Finance, CPA, Preparation, Investments, Internal Controls, Leadership, Partnership Taxation, Nonprofits, Business Valuation, Cash Flow, Payroll, US GAAP, Tax Accounting, Financial Statements, Corporate Tax, Cost Accounting, Sarbanes-Oxley Act, Tax Returns, General Ledger, Due Diligence, Financial Planning
Education
California State University-Fullerton - College of Business and Economics
Accounting, Accounting
Womble Carlyle Sandridge & Rice PLLC March 2010 - Present
Freelance Video Producer 2010 - Present
AICPA February 2008 - March 2010
AICPA January 2007 - February 2008
Skills
Video Production, Corporate Communications, YouTube, Newsletters, Art Direction, Social Media, Online Communications, Online Video Marketing, Editing, Video Marketing, Audio Editing, Storytelling, Video Editing, Content Development, Voice Over, Animation, Voice Acting, Interviewing Skills, Photography, Advertising, Content Management, Blogging, Online Marketing, Management, Leadership, Marketing, Writing, Marketing Strategy, Public Relations, Internal Communications
Education
Appalachian State University 2002 — 2006
Bachelor of Science, Communication, Electronic Media/Broadcasting
AICPA 2012 - Present
Purdue University 2011 - 2012
Chamberlain Research Consultants 2009 - 2011
Lands' End 2005 - 2009
Ariba 2003 - 2005
Advanced Competitive Strategies 1998 - 2003
L.L.Bean 1986 - 1998
Sloan Management Review 1984 - 1986
Strategic Planning Institute 1980 - 1984
Skills
Customer Experience, Retail, Focus Groups, Marketing Communications, Apparel, Direct Marketing, Segmentation, Ethnography, Market Research, Marketing Research, Marketing Strategy, Brand Development, Competitive Analysis, Strategy Development, Consumer Insights, Business Strategy, Market Analysis, Customer Insight, Brand Management, Strategy, Marketing, Analysis, Strategic Planning, Competitive Intelligence, Start-ups, Product Development
Education
M.I.T. - Sloan School of Management 1983 — 1985
S.M., Management
University of Illinois at Urbana-Champaign 1978 — 1980
M.S., Economics
Bates College 1974 — 1978
B.A., Economics
AICPA April 2015 - Present
Oxford University Press June 2012 - April 2015
Self September 2006 - July 2012
O'Reilly Media January 2003 - August 2006
Parents' Choice Foundation February 1997 - February 2002
Skills
Copy Editing, Proofreading, Layout, Typesetting, Editorial Project..., Publishing, InDesign, FrameMaker, Microsoft Office, Adobe Acrobat, Web Content Management, Print Production, Style Guides, conversational French, Staff Training, Chicago Manual, Digital Media, Academic Publishing, Journals, Technical Editing, Chicago Style, Academic Journals, Editorial, Books, Press Releases, Editing
Education
Boston University 1995 — 2000
B.S., Elementary Education, English concentration
George School 1990 — 1993
Pickard Consulting April 2009 - Present
Consultant-PR & Communications April 2009 - April 2009
AICPA 1990 - 2009
Skills
Corporate Communications, Strategy, Crisis Communications, Public Relations, Strategic Communications, Advertising, Media Relations, Speech Writing, Message Development, Internal Communications
Education
Graduated from General Electric Advertising & Public Relations Training Program at Schenectady, NY 1963 — 1966
Advertising & Public Relations (APR) provided by General Electric Company
Boston University
BS-Public Relations, School of Communications & Public Relations
Porter & Associates June 2009 - Present
AICPA March 2007 - June 2009
Keiter Stephens August 2004 - March 2007
Kraft CPAs November 2001 - July 2004
PricewaterhouseCoopers September 1999 - October 2001
Skills
Tax, Financial Planning, Accounting, Income Tax
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 1999
MST, Masters in Taxation
Auburn University, College of Business 1994 — 1998
Bachelors, Accounting
McGladrey July 2010 - Present
University of Massachusetts Lowell June 2014 - Present
AICPA May 2010 - May 2012
Caturano and Company 1992 - 2010
Skills
Tax, Accounting, CPA, Management Consulting, Financial Reporting, Income Tax, Bookkeeping, Small Business, Tax Accounting, Corporate Tax, Estate Planning, Tax Preparation, GAAP, Financial Statements, US GAAP, Revenue Recognition, General Ledger, Internal Controls, Quickbooks, Financial Accounting, Tax Research, Business Planning, Accounts Receivable, Tax Returns, Accounts Payable, Fixed Assets, Payroll, Cash Flow Forecasting, Account Reconciliation, Cash Flow, Managerial Finance, Financial Analysis, Management, Intacct, Family Office, Blackline
Education
Bentley University 1995 — 2000
MS, Taxation
University of Massachusetts at Lowell 1988 — 1992
Bachelor of Science (BS), Accounting
Blue Ocean Strategic Capital, LLC January 2010 - Present
WCNY January 2013 - 2014
CPA/PFS Study Group - Athena Group 2008 - 2014
WSTM NBC-3/WTVH CBS-5/WSTQ CW-6 2008 - 2014
AICPA - Elder Planning Task Force 2007 - 2014
FICPA 2005 - 2014
AICPA 2002 - 2014
AICPA PFP Cnference Presenter 2002 - 2014
reader and sometimes interviewee of publication 1998 - 2014
AICPA presentations 1992 - 2014
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Accounting, Personal Finance, Investments, Estate Tax Planning, Asset Management, Risk Management, Portfolio Management, Succession Planning, Financial Planning, Financial Management
Education
State University of New York at Binghamton 1974 — 1977
BS, Accounting
AICPA February 2015 - Present
Quintiles September 2011 - February 2015
i3 Research January 2009 - September 2011
Biogen Idec 2007 - 2009
Biogen Idec 2004 - 2007
PharmaTrainers Institute 2001 - 2004
Fujifilm Diosynth Biotechnologies 1997 - 2000
AAIPharma Services Corp. 1990 - 1997
Skills
Pharmaceutical Industry, Captivate, Learning Management..., GMP, Instructor-led Training, Instructional Design, Learning Management, E-Learning, Training Delivery, Needs Analysis, Blended Learning, 21 CFR Part 11, Performance Management, Technical Writing, Training, Employee Training, Quality Assurance, Sop, Hands-on Training, Organizational..., Succession Planning, ADDIE, Career Development, Management Development, Software Documentation, SOP
Education
North Carolina State University 2006 — 2011
M.Ed Candidate, Training and Development, Completed all coursework: 4.0 GPA
California University of Pennsylvania 1986 — 1990
B.S., Chemistry
XSInc May 2015 - Present
AICPA January 2013 - May 2015
Kestrel Heights School 2012 - 2014
AICPA 2008 - 2012
AICPA 2006 - 2008
IBM/Lenovo 2003 - 2006
IBM 1998 - 2003
IBM 1995 - 1998
IBM 1986 - 1995
Skills
Project Management, Business Process, Business Analysis, Training, Data Analysis, Business Strategy, Management, Market Research, Competitive Intelligence, Competitive Analysis, Segmentation, Market Analysis, Analytics, Business Process..., Pricing Strategy, SPSS, Budgets, Organization, Cross-functional Team..., Microsoft Office, Communication Skills, Taxonomy, PHP, HTML, JavaScript, Market Intelligence, Photoshop
Education
Fordham University
BS, Finance, Quantitative Methods
Barry University
MS, Management Information Systems
East Carolina University 2012 — 2013
Graduate Level Certificate, Web Development
SAS July 2014 - Present
AICPA June 2014 - July 2014
Bioventus June 2012 - May 2014
Smith & Nephew October 2008 - May 2012
Sterling Healthcare February 2007 - August 2008
Sterling Healthcare June 2005 - March 2008
Sterling Healthcare October 2003 - March 2007
Sapiens americas 2000 - 2003
Skills
Employee Relations, HR Policies, Employee Benefits, Performance Management, Human Resources, Analytics, Workday, Benefits Administration, Training, Onboarding, Organizational..., HRIS, Strategic Planning, Strategy
Education
Bryant University 1995 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services
St. Johnsbury Academy 1992 — 1995
Business, High School
Novartis August 2014 - Present
NowJersey, LLC October 2006 - Present
Prudential Financial (Group Insurance) July 2013 - July 2014
Bayer Diabetes Care October 2012 - March 2013
Johnson & Johnson March 2011 - August 2012
Pfizer Inc. June 2009 - March 2011
Macmillan/McGraw-Hill 2003 - 2006
AICPA 1997 - October 2002
Skills
Editing, Copywriting, Project Management, Team Leadership, Training, Customer Service, Copy Editing, Publishing, Proofreading, Books, Newsletters, Marketing Communications, Pharmaceutical Industry, Pharmaceutical..., Interactive Project..., Digital Asset Management, Copyediting, Membership Society..., Blogging, Content Development, Corporate Communications, Advertising, Publications, Editorial, Web Content, Research, Online Publishing, Medical Writing, Process Improvement, Fact-checking, Multimedia, Program Management, Adobe Acrobat, Internal Communications, Content Management, Marketing, Leadership, QuarkXPress, Magazines, Press Releases, Software Documentation, Social Media, Creative Writing, Web Content Management, Adobe Creative Suite, Content Strategy, InDesign, Technical Writing
Education
Adelphi University 2005 — 2007
Masters, Business Administration (Executive)
New York University 1981 — 1985
BFA, Film and Television
BB&T September 2013 - Present
Lenovo June 2011 - September 2013
Accenture March 2011 - June 2011
Appalachian State University 2001 - 2010
AICPA May 2008 - August 2008
Eaton Corporation November 2007 - January 2008
Appalachian State University August 2006 - May 2007
Glenbridge Health and Rehabilitation August 2006 - February 2007
FMI May 2006 - September 2006
MDI Inc. January 2006 - June 2006
Skills
HRIS, Human Resources, Training, Report Writing, Reporting & Analysis, Executive Reporting, Workday Report Writing, Change Management, Analysis, Organizational..., Workday
Education
Appalachian State University 2005 — 2009
MA, Industrial / Organizational Psychology & Human Resource Development
Appalachian State University 2001 — 2005
BS, Industrial / Organizational Psychology
XBRL International, Inc. August 2011 - Present
XBRL US, Inc. September 2009 - November 2010
XBRL US, Inc. January 2007 - September 2009
AICPA July 2006 - December 2006
Skills
Strategic Partnerships, Strategic Planning, Marketing Communications, Management Consulting, Project Management, Business Strategy, Program Management, Marketing Strategy, Email Marketing, Lead Generation, Business Development, Financial Reporting, Web Analytics, Media Relations, Product Management, XBRL
Education
California State University-Hayward - School of Business and Economics
Bachelor of Science (B.S.), Business Administration, Management and CIS; Minor in Computer Science
AICPA July 2013 - Present
AICPA February 2001 - Present
New York University 1997 - 2000
Tulsa Community College 1994 - 1996
Skills
Advertising, Leadership, Non-profits, Corporate Communications, Strategic Communications, Marketing Communications, Social Media, Internal Communications, Media Relations, Public Relations, Strategic Planning, Newsletters, Email Marketing, Copywriting, Editing, Press Releases, Social Media Marketing, Public Speaking, Budgets, Event Planning, Online Marketing, Brand Management, Blogging, Nonprofits, Small Business, Marketing, Social Networking, SEO
Education
The New School 1997 — 1999
MFA
Binghamton University 1988 — 1991
MA
University of Tulsa 1983 — 1986
BA
University of Oxford 1985 — 1985
Certificate
Avon August 2012 - Present
AICPA July 2008 - February 2011
Duke HomeCare & Hospice January 2008 - June 2008
Duke HomeCare & Hospice January 2008 - May 2008
UNC Hospital June 2006 - December 2007
Papa Johns October 2000 - June 2006
Skills
Training, Management, Telephone Skills, Psychology, Medical Records, Customer Service, Data Entry, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Sales
Education
Argosy University 2009 — 2012
Forensic Psychology, Psychology
Ashford University 2006 — 2008
Bachelor of Arts, Psychology
AICPA April 2014 - Present
IMI Association Executives February 2011 - April 2014
TCL Institute, LLC January 2011 - February 2011
TCL Institute, LLC August 2009 - February 2011
Captive-Aire Systems January 2007 - January 2009
Captive-Aire Systems January 2005 - December 2006
Skills
Event Planning, Marketing, Sponsorship, Creative Direction, Project Planning, Event Management, Account Management, Microsoft Office, Budget, Project Management, Customer Service, Microsoft Excel, Budgets, Trade Shows, Volunteer Management, Public Relations, Meeting Planning, Association Management, Hotels, Public Speaking, Nonprofits, Management, Marketing Communications, Marketing Strategy, Advertising, Program Development, Corporate Events, Fundraising, Social Networking, Newsletters, Social Media, Strategic Planning
Education
Appalachian State University 2000 — 2004
Bachelor's, International Business and Spanish
Universidad de Málaga 2002 — 2002
Bachelor of Science, Spanish
Leesvile Road High School 1996 — 2000
Diploma
AICPA June 2014 - Present
North Carolina State University August 2012 - 2014
Forest Laboratories June 2013 - August 2013
Frost & Sullivan June 2011 - June 2012
Henkel June 2010 - August 2010
Novartis July 2009 - September 2009
Skills
Strategy, Competitive Analysis, Analysis, Business Strategy, Leadership, Project Management, Marketing, Integration, Product Launch, Sales, Research, Statistics, Microsoft Excel, Engineering, Data Analysis, Market Research, Healthcare, Market Analysis, Microsoft Office, SAS, Lean Manufacturing, Pharmaceutical Industry, Chemical Engineering, Matlab
Education
North Carolina State University 2012 — 2014
Master of Business Administration (MBA), Marketing
University of Oklahoma 2010 — 2011
B.S., Chemical Engineering
Boğaziçi Üniversitesi 2006 — 2011
B.S., Chemical Engineering, 3.17 / 4.00
AICPA August 2011 - Present
Skills
Accounting, Compliance, Valuation, Management Consulting, Business Strategy, Small Business..., Change Management, Program Management, Management, Mergers & Acquisitions, Strategy, Forecasting, Tax, Business Development, Auditing, Managerial Finance, Professional Services, GAAP, Strategic Financial..., Finance, Financial Analysis, Financial Reporting, Corporate Tax, Consulting, Budgets, Financial Accounting, Intacct, US GAAP, Due Diligence, CPA, Risk Management, Small Business, Internal Controls, Business Valuation, Sarbanes-Oxley Act, Nonprofits, Tax Preparation, Executive Management, Strategic Planning
Education
Canisius College 1986 — 1991
BS, Accounting
AICPA March 2010 - Present
Deloitte & Touche October 2004 - March 2010
Deloitte & Touche 2005 - 2008
NYS Higher Education Services Corporation 2003 - 2004
Energis 2000 - 2002
Altion UK Ltd 1998 - 2000
Mott MacDonald January 1997 - October 1998
HCL 1995 - 1996
Skills
Risk Management, Enterprise Risk..., Internal Controls, Governance, Sarbanes-Oxley Act, Internal Audit, Business Analysis, ERP, Strategy, Financial Risk, Cross-functional Team...
Education
Annamalai University
P S Senior Secondary School
The Robert Gordon University
MS, Electronic Systems
Cherry Bekaert LLP January 2013 - Present
AICPA January 2012 - January 2013
TRP CPAs, PLLC November 2008 - December 2011
BEERS & CUTLER PLLC 2007 - 2008
Dixon Hughes Goodman, LLP 2004 - 2007
GOOD, SWARTZ, BROWN & BERNS, LLP January 2001 - January 2004
Bank of America January 1999 - January 2001
Bank of America, N.A. 1999 - 2001
Skills
Gifts, Income Tax, Tax, Trusts, Tax Law, Accounting, Estate Planning, Tax Returns, Corporate Tax, Estate Tax Planning, Financial Planners, Auditing, CPA, Tax Research, Financial Planning, Financial Accounting, GAAP
Education
Campbell University
Master, Business Administration
Campbell University
Bachelor, Business Administration; Accounting
Horizon Financial Services, Inc. January 2001 - Present
AICPA 1983 - Present
Skills
Retirement Planning, Personal Tax Planning, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1984
Master of Science, Taxation
Thought2Execution November 2009 - Present
Synaptitude January 2015 - Present
Habitat for Humanity of Northern Virginia July 2015 - Present
Virginia Society of CPAs May 2012 - Present
AICPA January 2012 - July 2015
Habitat for Humanity of Northern Virginia July 2010 - June 2015
Synaptitude December 2013 - January 2015
EarthShare March 2014 - May 2014
United States Postal Service September 2013 - December 2013
NRECA November 2012 - July 2013
Skills
Program Management, Strategy, Project Management, Business Process..., Process Improvement, Governance, Outsourcing, Telecommunications, IT Strategy, Business Analysis, Change Management, ERP, Budgets, Managerial Finance, Business Transformation, Finance, PMP, Leadership, Project Portfolio..., Business Process, Vendor Management, Management, Business Intelligence, Management Consulting, Agile Project Management, Consulting, Accounting, Analysis, PMO, Strategic Planning, Professional Services, Team Leadership, Solution Architecture, Risk Management, Oracle E-Business Suite, SDLC, Contract Management, Cross Functional Team..., Strategic Leadership, SEC filings, Corporate Governance, Enterprise Risk..., Financial Reporting, Not for Profit, Association Management, Treasury Management, Executive Management, Auditing, Mergers & Acquisitions, Internal Controls
Education
Binghamton University - School of Management 1989 — 1993
BS, Accounting
Tottenville High School 1986 — 1989
Association for Conflict Resolution - Greater NYC July 2011 - Present
NYS Office of Court Administration June 2002 - May 2011
AICPA October 1991 - June 2000
Skills
Microsoft Word, Administrative..., Outlook Express, Microsoft Excel, FileMaker, Office Management, Receptionist Duties, Office Administration, Spreadsheets, Microsoft Publisher, File Management, Filing, Wordperfect, Telephone Skills
Education
Borough of Manhattan Community College
Hillcrest High School
Podraza Wealth Management January 2015 - Present
Podraza CPA November 2002 - Present
AICPA 2012 - 2015
IMDS Teleservicios SRL August 2007 - November 2009
Com1, Incorporated 2001 - 2002
Sumner Engineering and Communication Services, Inc. 1997 - 2001
Richard A. Podraza CPA PC May 1990 - December 1998
Skills
Cost Accounting, Tax Preparation, Finance, CPA, Tax Accounting, Strategic Financial..., Financial Accounting, Small Business, Financial Analysis, Financial Planning, Tax Returns, Accounting, Management Accounting, Income Tax, Tax Law, Sales Tax, Tax Advisory, Certified Public..., Taxation Specialist, Tax, Strategic Planning, Portfolio Management, Insurance Planning, Retirement Planning, Estate Planning, Auditing, Management, Investments, Leadership, Budgets, Financial Reporting
Education
Arizona State University, W. P. Carey School of Business 2006 — 2007
MS Taxation, Taxation
Arizona State University 2002 — 2007
BS Accounting, Accounting
Marquette University 1998 — 2000
Accounting
Milwaukee School of Engineering 1995 — 1998
Computer Engineering
American Institute of Certified Public Accountants October 2014 - Present
Mission Hospital January 2013 - Present
AICPA June 2012 - Present
Nolet Spirits U.S.A. June 1997 - December 2014
California Society of CPAs June 2012 - June 2013
Mission Hospital January 2010 - December 2012
Circle International 1995 - 1996
Peat, Marwick and Mitchell September 1973 - November 1979
Skills
Mergers, Accounting, Budgets, Strategic Planning, Financial Analysis, Business Planning, Managerial Finance, Financial Reporting, Forecasting, Auditing, Strategic Financial..., Non-profits, Sarbanes-Oxley Act, Leadership, Due Diligence, Start-ups, Internal Controls, Mergers & Acquisitions, Finance, Executive Management, Process Improvement, Team Building, GAAP, Nonprofits, Business Development, Management, Risk Management, Strategy, Small Business, Management Consulting, Restructuring, Cash Management, Income Statement, Business Process..., Financial Accounting, Acquisition Integration, Financial Modeling, P&L Management, Pricing, Business Strategy, SEC filings, Corporate Finance, Cross-functional Team..., Revenue Recognition, Analysis, Cost Accounting, Business Valuation, Cash Flow, Internal Audit, Private Equity
Education
University of Southern California - Marshall School of Business 1971 — 1973
MBA, Business and Accounting
California State University-Fullerton, Mihaylo College of Business and Economics 1969 — 1971
BA, Marketing
Mandel & Tracy, LLC January 2006 - Present
Galilee Beach Club October 2011 - October 2013
AICPA October 2011 - October 2014
Stonehill College July 2010 - July 2012
Rhode Island Society of Certified Public Accountants May 2009 - April 2010
The Junior League of Rhode Island, Inc. June 2007 - May 2009
KPMG January 1994 - December 2005
KPMG LLP August 1997 - August 1998
KPMG June 1990 - June 1994
KPMG LLP June 1988 - June 1994
Skills
Customer Service, Process Engineering, Tax, QuickBooks, Income Tax, Organization, Board of Director..., Tax Preparation, Internal Controls, Board of Directors, Strategy, Tax Returns, CPA, Leadership, Training, Tax Law, Fundraising, Policy, Small Business
Education
Bryant University 1996 — 1999
Master of Science, Taxation
Stonehill College 1984 — 1988
Bachelor of Science Degree, Business Administration
Johnston High School
Texas Woman's University September 2009 - Present
Saudi Consultancy Company 2008 - 2010
Digital Defense, Inc. 2008 - 2010
Saudi Consultancy Company 2008 - 2010
NTEC 2006 - 2010
ATA 2005 - 2010
James Madion University SoB 2005 - 2010
AICPA 2002 - 2010
IMA 1985 - 2010
University of Dallas September 1987 - August 2009
Skills
Higher Education, Auditing, Business Planning, Accounting, Management, Strategy, Management Consulting, Time Management, CPA, Data Analysis, Team Leadership, Microsoft Word, Coaching, Customer Service, Strategic Planning, Financial Analysis, Staff Development, Program Management, Sales, Leadership, Project Management, Process Improvement, Microsoft Excel, Business Strategy, Public Speaking, University Teaching, Organizational..., Non-profits, Research, Analysis, Statistics, Fraud, Instructional Design, E-Learning, Nonprofits, Financial Reporting, Teaching, Leadership Development, Training, Change Management, Budgets, Team Building, Risk Management, Distance Learning, PowerPoint, Teamwork, Microsoft Office, Fundraising, Access, Policy
Education
University of Strathclyde 2007 — 2009
LLM, Law - IT and Telecom specialization
The University of Dallas 1999 — 2009
N/A, Business
1988 — 1989
DBA, business
Southeastern University 1977 — 1978
MSA, Accounting
Columbia University in the City of New York 1966 — 1970
BA
Swiss Management Center
AICPA Scholar August 2014 - Present
Bouda-Pedicab Company LLC June 2008 - Present
AICPA July 2015 - July 2015
African Student Association of Baruch College June 2014 - June 2015
HSBC Bank Scholar Community Investment January 2014 - June 2015
Skills
Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Budgets, Time Management, Teamwork, Outlook, Research, Financial Reporting, Team Leadership
Education
Baruch College, City University of New York (CUNY) Zicklin School of Business 2013 — 2016
Bachelor's Degree, Accounting and Finance
CUNY Hostos Community College 2010 — 2012
Associate’s Degree, Accounting
National Association of Black Accountants (NABA) September 2015 - Present
AICPA January 2011 - September 2015
Jordan Tempchin & Associates, PC January 2011 - October 2011
AICPA, Private Company Practice Section November 2008 - January 2011
Gear Up Seminars 2008 - January 2011
Etienne & Associates, LLC, CPAs September 1993 - January 2011
Greater Silver Spring Chamber 2006 - 2011
BNI 2008 - 2009
Women Business Owners of Montgomery County September 2002 - August 2003
Deloitte December 1988 - October 1993
Skills
CPA, Leadership, National Speaker, Experienced Speaker, Dynamic Speaker, Engaging Speaker, Cross-functional Team..., Public Speaking, Project Management, Project Coordination, Tax Preparation, Income Tax, Tax, Accounting, Accountants, Small Business, S Corporations, LLC, Tax Returns, IRS, Tax Advisory, Corporate Tax, Tax Research, Start-ups, QuickBooks, Due Diligence, Tax Law, Tax Accounting
Education
American University - Kogod School of Business 1991 — 1993
MS
American University - Kogod School of Business 1985 — 1989
B.S. B.A.
McGladrey LLP March 2015 - Present
Almonte Group LLC June 2011 - March 2015
Department of Defense September 2008 - February 2014
Virtual DBS January 2011 - January 2014
AICPA October 2010 - October 2011
Almonte Group LLC 2011 - 2011
State of Rhode Island November 1994 - January 2010
Ernest A. Almonte CPA, CFF, CFE, CITP January 2007 - December 2009
Bryant University September 1982 - June 1994
Renza and Saccoccia CPAs June 1978 - April 1982
Skills
Government, Forensic Accounting, Accounting, Fraud Investigations, Fraud, Government Finance, Certified Fraud Examiner, Accountability, Auditing, Budgets, Business Valuation, CPA, Corporate Governance, Due Diligence, Enterprise Risk..., Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Reporting, Financial Statements, Governance, Government Accounting, IT Audit, Integrity, Internal Controls, Leadership, Policy, Public Finance, Tax, Tax Preparation, Management, Managerial Finance, Sarbanes-Oxley Act, GAAP, Public Speaking, Project Planning, Human Resources, US GAAP, Internal Audit, Private Investigations, Strategic Financial..., Employee Benefits, Fundraising, Information Technology, SEC filings, Management Consulting, Small Business, Strategic Planning, Risk Assessment
Education
Bryant University 2009 — 2009
HPHD, Business Administration
Harvard University Kennedy School of Government 2004 — 2004
Senior Executives in State and Local Government
Bryant University 1984 — 1985
Masters Degree, Taxation
Bryant University 1974 — 1978
BSBA, Accounting
Quintiles October 2012 - Present
Quintiles September 2011 - May 2012
AICPA March 2011 - September 2011
Kendle International Inc March 2008 - September 2009
AICPA May 2007 - September 2007
Quintiles April 2005 - January 2007
Skills
Dance, Entertainment, Microsoft Word, Social Media Marketing, Project Management, Fire Management, Microsoft Office, Graphic Design, Teaching, Marketing Strategy
Education
Central University of Technology, Free State 1999 — 2002
Associate’s Degree, Tourism and Travel Services Management
King Edward High School 1996 — 1998
High School, High School/Secondary Diplomas and Certificates, 12
AICPA May 2015 - Present
AICPA January 2014 - April 2015
Best Buy September 2013 - November 2014
Appalachian State University January 2009 - May 2013
Skills
Cpr Certified, First Aid, Fitness, Public Speaking, PowerPoint, Nutrition, Athletics, Sports, Microsoft Word, Microsoft Office, Research, Health Education, Time Management, Microsoft Excel, Customer Service, Event Planning, Critical Thinking, Wellness, Data Entry, CPR Certified
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science
AICPA July 2014 - Present
Skills
Retail, Accounting, Parts, Vehicles, Customer Service, Merchandising, Budgeting, Inventory Management, Financial Reporting, Payroll, Visual Merchandising, Retail Management, Customer Relations, Automotive, Budgets, Store Management, Forecasting, Purchasing, Social Media Marketing, Inventory Control, Customer Satisfaction, Customer Retention, Time Management, Small Business, Advertising, Sales, Management, Marketing, Team Building, Process Improvement, Leadership, Microsoft Office, Microsoft Excel, Operations Management, Finance, Strategic Planning
Education
Academy of Art University 2008 — 2012
BFA, Interior Architecture and Design
Ellin & Tucker, Chartered 1998 - Present
FASB September 2005 - Present
Maryland Association of CPAs June 2013 - Present
Financial Executives International 1998 - Present
AICPA September 2007 - September 2010
AICPA September 2003 - September 2007
Winterland Productions 1996 - 1997
Encore Marketing International 1995 - 1996
Aronson & Company 1993 - 1995
Arthur Andersen 1990 - 1993
Skills
CPA, Mergers, Financial Reporting, Accounting, Internal Controls, Auditing, GAAP, Due Diligence, Finance, Financial Accounting, Corporate Tax, Mergers & Acquisitions, Financial Analysis, Tax, Financial Statements, Income Tax, Strategic Financial..., US GAAP, Cost Accounting, Revenue Recognition, Corporate Governance, Cash Flow Forecasting, Strategy, Corporate Finance, Financial Modeling, Managerial Finance, Management Consulting, SEC filings, Sarbanes-Oxley Act, Cash Management, Business Valuation, Internal Audit, Tax Preparation, Forensic Accounting, Leadership, Cash Flow, Restructuring, Valuation, Acquisition Integration, Sarbanes-Oxley, Executive Management, IPO, Enterprise Risk..., Consolidation, Private Equity, Financial Audits, Tax Accounting, M&A experience, Treasury Management, IFRS
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Borden Dairy Company August 2015 - Present
Omni Hotels December 2014 - July 2015
Omni Hotels August 2014 - November 2014
Borden Dairy Company November 2013 - July 2014
Borden Dairy Company July 2012 - October 2013
AICPA August 2003 - June 2012
ICA Fluor January 1998 - August 2003
ICA Fluor July 1992 - December 1997
ICA Ingenieros Civiles Asociados March 1989 - June 1992
Skills
Continuous Improvement, Stakeholder Relations, Risk Management, ERP SAP and JD..., Shared Services Director, Shared Services, Service Delivery, Leadership, Business Process..., Performance Management, Technical Accounting, Financial Reporting, Fixed Assets, Management, Accounting, Finance, Budgets, Forecasting, Internal Controls, GAAP (US and Mexican), Auditing, Financial Statements, Internal Audit, Sarbanes-Oxley Act, Account Reconciliation, General Ledger
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Masters in Business Administration, Executive MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Masters in Business Administration, Executive MBA
Southern Methodist University 2012 — 2012
Certificate in Management. Executive Education., Management and Leadership.
The University of Texas at Dallas - School of Management 2010 — 2010
Ethics for Professional Accountants, Accounting/CPA
Instituto Tecnológico Autónomo de México 2001 — 2001
Executive Education (9-month program), Accounting and Finance
Escuela Bancaria y Comercial
Bachelors, Accounting, 9.9/10.0 GPA
AICPA September 2015 - Present
AICPA July 2013 - August 2015
Carianne Weston, CPA June 2009 - July 2013
URS Corp August 2007 - May 2009
Cooper Graci & Co. CPAs August 2006 - August 2007
Henry & Horne, LLP CPAs May 2002 - August 2006
Central Arizona College 2004 - 2005
Ernst & Young 1997 - 1999
Accounting World PC 1992 - 1995
Elizabeth Jones, EA 1992 - December 1992
Skills
Public Speaking, Writing about Tax &..., Tax, Financial Statements, Tax Preparation, Accounting, Tax Returns, General Ledger, QuickBooks, Financial Reporting, GAAP, Auditing, CPA, Tax Accounting, Bookkeeping, Financial Accounting, Payroll, Income Tax, Budgets, Accounts Payable, Fixed Assets, Sales Tax, Tax Research, Financial Analysis, Finance, S Corporations, SEC filings, Forecasting, Payroll Taxes, Internal Audit, Partnership Taxation, Revenue Recognition, US GAAP, Corporate Tax, Small Business, Internal Controls, Journal Entries, Cash Flow, Tax Advisory, Forensic Accounting, Accountants, Financial Planners, Account Reconciliation, IRS Representation, SEC Filings, Financial Planning, Dynamic Speaker, Experienced Speaker, National Speaker, Team Management
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
Master of Science (MS)
Arizona State University - W. P. Carey School of Business 1995 — 1998
Bachelors of Science
Phoenix College 1990 — 1994
None
Digitalsmiths - A TiVo Company July 2015 - Present
AICPA July 2014 - April 2015
AICPA October 2013 - July 2014
AICPA March 2013 - October 2013
Bella Bean Organic Produce October 2011 - February 2013
Galaxy Cinema August 2009 - November 2012
Skills
Customer Service, Microsoft Excel, Oracle Applications, Web Content Management, Data Analysis, UAT Coordination, Survey Design, Qualtrics, MS Excel Pivot Tables, Outlook, NetForum, RightNow, Microsoft Word, Java, Management, Access Database, Inventory, html
Education
University of North Carolina 2009 — 2011
Bachelor of Arts, Geography
Appalachian State University 2007 — 2009
Undeclared
Carr, Riggs & Ingram, LLC January 2015 - Present
Silva Gurtner & Abney, LLC December 2010 - January 2015
AICPA 2013 - 2013
Jim Durbin Jr CPA May 2010 - February 2012
Skills
Financial Accounting, Tax Returns, Tax, Accounting, GAAP, Auditing, Financial Reporting, Corporate Tax, CPA, Internal Controls, Small Business, Financial Statements, Sales Tax, QuickBooks, Income Tax
Education
Tulane University 1988 — 1991
Economics
Bradley University
Novartis Pharmaceutical of North America February 2013 - Present
ADF Companies March 2012 - November 2012
Biomet January 2012 - March 2012
Panasonic Corporation-North America March 2008 - April 2009
RGIS Inventory Specialists 2007 - 2008
AICPA March 1989 - February 2007
Skills
Customer Service, Access, Project Management, Outlook, Leadership, Microsoft Office, Microsoft Excel, Management, Social Networking, Microsoft Word, Marketing, Time Management, Advertising, PowerPoint, Talent Acquisition, Online Marketing, Customer Relations, Administration, Excel, Internet, Logistics, Lotus Notes, Non-profits, Oracle, Purchasing, SAP, Problem Solving, Word, SAP HR, Human Resources, Nonprofits, Employee Relations, Employee Benefits, Change Management, Sales, Employee Engagement, Payroll, Recruiting, Performance Management, Training
Education
Bergen Community College
Associate in Science, Prof. Studies, Bus. Adm. – Marketing (AS.PS.BUS.MKTG)
Empire Technical Business School 1987 — 1988
Certification, Business Administration (Word Processing)
Meadowbrook High Sch 1982 — 1986
High School Diploma, Principle of Business
Accounting Programs Leadership Group August 2014 - Present
Community College of Aurora November 2012 - Present
AICPA October 2012 - Present
University of Denver September 2010 - Present
Colorado Society of Certified Public Accountants May 2013 - May 2015
Accounting Programs Leadership Group of American Accounting Association November 2012 - February 2015
ALPFA August 2007 - September 2013
AICPA October 2008 - October 2011
FICPA June 2008 - August 2010
City of Miami March 2010 - July 2010
Skills
Accounting, Leadership, Auditing, Tax, Financial Reporting, Research, Program Management, Budgets, Team Building, CPA, Nonprofits, Time Management, Financial Accounting, Strategic Planning, Public Speaking
Education
University of Southern California 1984 — 1988
Ph.D., Business
Bentley University 1981 — 1983
MST, Taxation
West Virginia University 1976 — 1980
BSBA, Accounting
Texas Woman's University School of Management August 2009 - Present
James Madison University School of Business June 2004 - August 2010
SMC University 2008 - 2010
AICPA 2002 - 2010
Univ. of Dallas GSM January 1999 - August 2009
Ft Worth Chamber of Commerce 2006 - 2009
Cordoba Capital, LLC January 1998 - January 1999
Ernst & Young September 1997 - January 1998
AT&T Aviation Technologies and Systems, Inc. September 1992 - August 1993
AT&T Gretag GMBH June 1992 - August 1993
Skills
Certified Fraud Examiner, CISM, CFF, Accounting, Risk Management, Management Consulting, Auditing, Governance, Strategic Planning, Internal Controls, Data Analysis, Financial Analysis, Non-profits, Consulting, Analysis, Public Speaking, Policy, Research, Sarbanes-Oxley Act, Project Management, Process Improvement, Budgets, Financial Reporting, Management, Higher Education, Coaching, Finance, Start-ups, Project Planning, Access, Team Building, Government, Business Analysis, Change Management, Business Planning, Fraud, Business Strategy, Strategy, Team Leadership, Staff Development, Teaching, Program Management, Organizational..., Nonprofits, Leadership Development, Leadership, Business Process..., CPA, Internal Audit, Training
Education
University of Strathclyde 2007 — 2010
LLM, Telecom and IT Law
Business School Lausanne 1988 — 1989
DBA, Business and Accounting
Southeastern University 1977 — 1979
MSA, Accounting
Columbia University in the City of New York 1966 — 1970
BA, Government
Seismic LLC August 2010 - Present
RR Donnelley October 2010 - May 2012
Consultedge October 2007 - August 2010
ICT Group November 2006 - October 2007
Sereniti-Inc. April 2005 - November 2006
AICPA September 2004 - April 2005
C3i February 1999 - September 2004
Skills
Business Analysis, Business Development, Business Intelligence, Business Process..., Business Requirements, Financial Modeling, Interactive Marketing, Management Consulting, Marketing Strategy, Offshore Outsourcing, Operations Management, Project Management, Software Requirements, Strategic Partnerships, Strategic Planning, Social Media, CRM, Integration, Leadership, Management, SaaS, Outsourcing, Contract Negotiation, Strategy, Service Delivery, Training, Telecommunications, Vendor Management
Education
Binghamton University 1995 — 1998
BA, Political Science
Binghamton University - School of Management 1995 — 1998
Colorado State University 1990 — 1993
Sociology & Political Science
Packer Collegiate
PMware™ April 2013 - Present
WebNoggins, LLC February 2009 - Present
PMI Central Mass Chapter January 2014 - Present
AICPA May 2012 - April 2013
Peoplefluent November 2011 - May 2012
Demandware September 2010 - July 2011
Intersect Software January 2008 - January 2009
SumTotal Systems October 2006 - January 2008
Skills
Systems Analysis, Web Project Management, Technical Training, ILT, Software Consulting, Project Management, Professional Services, ITIL Certified, Entrepreneurship, Software Documentation, Integration, SEO, Consulting, Quality Assurance, Strategic Planning, Analytics, CRM, Strategy, Enterprise Software, Training, Executive Management, Management, Project Planning, Learning Management..., Training Delivery, Recruiting, Change Management, E-Learning, Learning Management, SaaS, Needs Analysis, Program Management, Vendor Management, Leadership, Process Improvement, Cloud Computing, Cross-functional Team..., Software Project..., Business Analysis, Professional..., Team Leadership
Education
Boston University 2005 — 2006
MS, Computer Information Systems, CIS
State University of New York at Plattsburgh
Bachelor of Arts, English Literature
CPA.com September 2006 - Present
CPA2Biz, Inc February 2001 - August 2006
AICPA June 1997 - January 2001
AICPA June 1993 - May 1997
Executive Enterprises, Inc. June 1990 - May 1993
Skills
Integrated Marketing, Marketing Strategy, B2B Marketing, Email Marketing, Online Advertising, Social Media Marketing, Direct Marketing, Small Business, Budgets, Web Analytics, Competitive Analysis, Management Consulting, Market Research, Strategy, Start-ups, Consulting, Lead Generation, E-commerce, Product Marketing, Marketing Communications, Strategic Planning, Product Management, Salesforce.com, Cross-functional Team..., Mergers, SaaS, Digital Marketing, Online Marketing, Marketing Management, Marketing, Entrepreneurship, Market Planning, Product Development, Advertising, B2B, Strategic Partnerships, Business Development, Business Strategy, Direct Mail, SEM, Analytics, Mergers & Acquisitions, Digital Strategy, Marketing Automation, New Business Development, Google Analytics, CRM, Content Marketing, SEO, Business Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
MBA
Montclair State University 1984 — 1990
BA
Orange County Government, Hillsborough NC December 2014 - Present
Self Employed - Independent September 1999 - Present
Orange County Government, Hillsborough NC March 2012 - December 2014
AICPA January 2012 - March 2012
Inspire Pharmaceuticals / Merck June 2001 - August 2011
Inspire Pharmaceuticals January 2001 - June 2001
K2 Graphics May 1996 - September 1999
Skills
Accounts Receivable, Account Reconciliation, Pharmaceutical Industry, Invoicing, Payroll, Analysis, Fixed Assets, Accounting, Internal Controls, QuickBooks, Sarbanes-Oxley Act, Journal Entries, Accounts Payable, Auditing, Forecasting
Education
University of North Carolina at Greensboro 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, 4.0
Alamance Community College 2011 — 2012
Management Certificate, Business Administration and Management, General, 4.0
Alamance Community College 2003 — 2005
Associate's Degree, Accounting, 3.87
Hayles and Howe, Inc. April 2014 - Present
Institute of Certified Construction Industry Financial Professionals (ICCIFP) April 2011 - Present
Maryland Association of CPAs June 2013 - Present
Maryland Association of CPAs (MACPA) July 2012 - June 2014
Hayles and Howe, Inc. August 1999 - March 2014
AICPA October 2011 - October 2013
Maryland Association of CPAs January 2010 - June 2013
ICCIFP April 2009 - April 2011
University of South Florida 1989 - 1992
Jon Pierce Companies 1986 - 1987
Skills
Accounting, Financial Reporting, Managerial Finance, Strategic Planning, Budgets, Financial Accounting, Financial Analysis, Executive Management, Microsoft Excel, Small Business, Construction Accounting, CPA, Finance, Internal Controls, GAAP, Cash Flow, Contract Negotiation, Strategic Financial..., Program Management
Education
The Johns Hopkins University 1992 — 1996
MA
University of South Florida 1987 — 1989
MA
Brown University 1980 — 1984
AB
Triad Supply Chain May 2014 - Present
Foreign Language Association of North Carolina June 2010 - Present
ColorGuard4Life September 2009 - May 2015
HexaTech, Inc April 2011 - May 2014
AICPA October 2010 - February 2011
APICS January 2008 - December 2010
Ingersoll Rand July 2008 - June 2009
RFMD October 2005 - May 2008
APICS January 2007 - December 2007
RFMD October 2003 - October 2005
Skills
Materials Management, Team Leadership, Operations Management, APICS, Logistics, Supply Chain, SAP, Team Building, Integration, CPIM, Supply Chain Management, Purchasing, Leadership, Project Management, MRP, Sales Plan, Production Planning, Six Sigma, Warehousing, Supply Chain..., ERP, Process Improvement, Product Development, Sourcing, Lean Manufacturing, Manufacturing, Operational Excellence, Supply Management, Demand Planning, Cross-functional Team..., Continuous Improvement, Process Engineering, Outsourcing, Inventory Management, Strategic Sourcing
Education
Wake Forest University - Babcock Graduate School of Management 2002 — 2003
MBA, Strategic Management
Appalachian State University 1989 — 1993
BSBA, Operations & Information Systems
KPMG US August 2014 - Present
AICPA January 2013 - May 2014
AICPA December 2009 - December 2012
Foodbuy, LLC January 2012 - May 2012
AICPA June 2008 - December 2009
Robert Half Finance & Accounting March 2007 - June 2008
HMI Industries March 2004 - March 2007
MBNA January 2001 - August 2003
Skills
Product Innovation, Program Management, Project Management, Recruiting, Market Research, Relationship Management, Non-profits, Management, National Marketing, Process Improvement, Financial Analysis, Budget, Operations Management, Social Media Measurement, Social Media, Contract Negotiation, Business Development, Strategic Planning, Strategic Partnerships, Forecasting, Google Analytics, Career Development, Nonprofits, Marketing, Strategy, Management Consulting, Budgets, Leadership
Education
North Carolina State University - College of Management 2009 — 2012
MBA, Dual Concentration: Supply Chain Management & Technology Entrepreneurship and Commercialization, Magna Cum Laude
Baldwin Wallace University 1993 — 2000
BA, Business Administration
North Olmsted High School 1989 — 1993
Grade School
AICPA April 2014 - Present
Booz Allen Hamilton July 2007 - March 2014
Skills
Strategic Communications, Program Management, Management, Proposal Writing, Management Consulting, Event Management, Security, Strategic Planning, Project Management, Web Project Management, Stakeholder Engagement, SEO, User Experience Design, Usability Testing, Web Analytics, Web Content, Marketing, Business Development, Social Media Marketing, Strategy, Information Assurance
Education
Appalachian State University 2003 — 2007
BS, Business Marketing
SourceMedia 2011 - Present
DMA 2007 - 2008
AICPA February 1992 - July 2007
Skills
Publishing, Marketing Communications, Time Management, Email Marketing, Digital Marketing, Direct Marketing, Project Planning, Public Speaking, Sponsorship, Teamwork, Accounting, Trade Shows, Social Media Marketing, Project Management
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing/Accounting
Alexander Aronson Finning CPAs 1981 - Present
AICPA 2008 - Present
Arthur Andersen 1971 - 1981
Skills
Tax, Accounting, Nonprofits, Start-ups, Small Business, Financial Reporting, Internal Controls, General Ledger, Finance, Mergers & Acquisitions, Management Consulting, Corporate Tax, Employee Benefits, Tax Returns, Business Valuation, Non-profits, QuickBooks, Financial Analysis, GAAP, Financial Accounting, Income Tax, Due Diligence, Tax Preparation, Strategic Financial..., Sarbanes-Oxley Act, Auditing, SEC filings, Cash Flow, Managerial Finance, Corporate Finance, Forensic Accounting, Revenue Recognition, Cost Accounting, Internal Audit, Financial Modeling, US GAAP, Financial Audits, Restructuring, Tax Accounting, CPA, Tax Advisory, Account Reconciliation, IFRS, Financial Statements, Financial Forecasting, Partnership Taxation, Peachtree, SEC Filings, Management, Strategic Planning
Education
Boston College 1967 — 1971
Bachelor of Science, Accounting
NJ Lice Lady May 2014 - Present
Self Employed May 2013 - Present
Self Employed May 2013 - Present
Lice Lifters of Northern New Jersey January 2012 - May 2013
Lice Lifters NJ June 2011 - May 2013
AICPA October 2000 - December 2001
Wild Oats Markets 1999 - 1999
Skills
Management, Treatment, Interviews, Public Speaking, Human Resources, Recruiting, Leadership Development, Social Networking, Nonprofits, Screening, Coaching, Customer Service, Consulting, Leadership, Marketing, Training, Negotiation, Social Media
Education
Barnard College 1988 — 1992
BA, Political Science
Ernst & Young November 2011 - Present
BDO USA, LLP December 2003 - April 2011
AICPA 2011 - 2011
Goldenberg Rosenthal, LLP July 2002 - November 2003
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, Assurance, GAAP, Revenue Recognition, US GAAP, Financial Reporting, Auditing, CPA, Sarbanes-Oxley, IFRS, External Audit, Big 4, Consolidation, Financial Accounting, SEC Filings
Education
Temple University - Fox School of Business and Management 2005 — 2009
MBA, Finance
Arcadia University 2001 — 2002
BA, Accounting
American University in Bulgaria 1998 — 2000
Business
Leadership Philadelphia
Leadership Philadelphia
Leadership Philadelphia
Leadership Philadelphia
Leadership Philadelphia
Leadership Philadelphia
AICPA May 2012 - Present
AICPA May 2007 - May 2012
Kleinrock Publishing/ATX March 1997 - April 2007
Little, Brown, and Co. February 1989 - February 1997
Skills
Publishing, Editing, Legal Writing, Tax, Content Management, Tax Law, Content Development, Management, Magazines, Online Publishing, Proofreading, Publications, Corporate Communications, Copywriting, Copy Editing, Newsletters
Education
Boston University School of Law 1984 — 1987
J.D.
The University of Chicago 1980 — 1984
B.A., English
TransCentra September 2011 - February 2015
Klik Technologies Corp February 2007 - April 2011
American Institute of Certified Public September 2004 - February 2007
AICPA 2003 - 2007
Hudson United Bank March 1995 - June 2004
Shoppers Charge Accounts 1995 - 2004
Skills
Vendor Management, Process Improvement, Financial Services, Banking, Business Analysis, Leadership, Software Documentation, Cross-functional Team..., Management, Payments, Project Management, Risk Management, Change Management
Education
American Institute of Banking
American Institute of Banking
Bergen Community College
Bergen Community College
Bergen Community College
American Institute of Certified Public Accountants June 2015 - Present
AICPA February 2014 - Present
American Institute of Certified Public Accountants August 2006 - Present
Canon July 2004 - July 2006
Hewlett-Packard December 2001 - March 2004
Skills
IT Strategy, Vendor Management, SDLC, Outsourcing, Process Improvement, Project Management, Business Analysis, Integration, Program Management, Business Process..., IT Operations, IT Management, Management, Oracle, Disaster Recovery, Infrastructure, Business Intelligence, Requirements Analysis, ERP
Education
California State Polytechnic University-Pomona 1980 — 1983
Bachelor of Science (BS), Electronic Engineering Technology
Concordia University Chicago 1975 — 1977
BA, Education
AICPA October 2006 - Present
E*TRADE Financial 2005 - 2006
AT&T 2002 - 2005
PwC 1999 - 2001
Skills
SEC filings, GAAP, US GAAP, Internal Controls, General Ledger, Auditing, Sarbanes-Oxley Act, Process Improvement, Internal Audit, Accounting, Financial Reporting, CPA, IFRS, Financial Accounting, External Audit, Enterprise Risk..., Tax Accounting, Financial Statements, Tax, IT Audit
Education
Bowling Green State University 1995 — 1999
Bachelor of Science (BS), Accounting
Practising Law Institute November 2011 - Present
R Bouchard Consulting February 2010 - Present
AICPA January 2003 - February 2010
Thomson Reuters Corporation 1997 - 2002
The Thomson Corporation 1979 - 2002
Skills
Strategic Planning, Mergers, Publishing, Non-profits, Editing, Intellectual Property, Research, Marketing, Contract Negotiation, Litigation Support, Team Building, Copywriting, Strategy, Budgets, Fundraising, Training, Marketing Communications, Social Media Marketing, Leadership, Program Management, Leadership Development, Nonprofits, Management, Sales, Marketing Strategy, Event Planning, Strategic Partnerships, Email Marketing, Social Networking, Business Development, Lead Generation, Online Marketing, Salesforce.com, Market Research, Mergers & Acquisitions
Education
New York University School of Law 1976 — 1979
J.D.
Andrews University
M.A., English History
Andrews University
B.A., Math, English, History majors
Greater New York Academy
Greater New York Academy
Greater New York Academy
AICPA
Education
Baruch College, City University of New York (CUNY) 1975 — 1977
AICPA March 2007 - Present
The American Institute of Certified Public 2000 - Present
Skills
QuickBooks
Education
Baruch College, City University of New York (CUNY)
AICPA April 2015 - Present
AICPA September 2013 - March 2015
AICPA October 2011 - September 2013
AICPA July 2010 - October 2011
IBM Global Services May 2006 - July 2010
IBM July 2001 - April 2006
The Bank of New York 1999 - 2001
Eastern Press Relay, NY 1998 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Corporate Finance, Business Planning, Project Management, Forecasting, Budgets, Finance, Account Reconciliation, Analysis, Management
Education
Baruch College, City University of New York (CUNY)
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
HBO November 2007 - Present
AICPA July 2005 - November 2007
Marvel Enterprises February 2005 - July 2005
Pericentric Consulting August 2004 - February 2005
Oyak Teknoloji March 2003 - June 2004
Yurtici Kargo Servisi 2003 - 2004
Datamart 2002 - 2002
Genom Information Technologies Inc. 2000 - 2002
Skills
PL/SQL, Oracle E-Business Suite, Business Intelligence, Oracle Financials, Oracle Reports, Oracle Discoverer, OBIEE, SQL, ERP, Oracle SQL, Java, XML, Business Analysis, HTML, Linux, Requirements Analysis, Software Project..., Unix, Programming, MySQL, MS Project, Integration, Supply Chain Management, Oracle Applications, Team Leadership, SDLC, Oracle, Requirements Gathering, Enterprise Software, Program Management, Project Portfolio..., Management, Software Development, Project Management, Agile Methodologies
Education
Boğaziçi Üniversitesi 2002 — 2005
MS, Financial Engineering
1995 — 2002
BS, Software Engineering
Lewis & Associates, CPAs, LLC October 2002 - Present
Brigham Young University January 2012 - Present
Heritage Bank May 2002 - Present
AICPA October 2014 - Present
KPMG 2002 - 2002
Arthur Andersen LLP 1994 - 2002
Skills
Internal Controls, Financial Reporting, Financial Analysis, Auditing, SEC filings, Cash Flow, Small Business, Mergers, QuickBooks, Financial Modeling, Managerial Finance, Forensic Accounting
Education
Brigham Young University 1988 — 1995
BS, Accounting
Brigham Young University 1988 — 1995
MAcc, Taxation
Extreme Networks April 2014 - Present
AICPA December 2008 - April 2014
Evoke Technologies August 2005 - December 2008
KBACE Technologies June 2004 - July 2005
SDV Technologies May 2001 - May 2004
Skills
Oracle CRM, Oracle E-Business Suite, Oracle Applications, PL/SQL, Oracle, Oracle Reports, Oracle Discoverer, OBIEE, Oracle HR, Order Management, XML Publisher, Requirements Gathering, Oracle SOA Suite, Data Migration, Crystal Reports, SOA, Weblogic
Education
Bharathidasan University 1998 — 2001
Master of Computer Applications (MCA), Information Technology
National Institute of Information Technology 1996 — 2001
GNIIT, Computer Science
Greatest Common Factory August 2012 - Present
GSD&M January 2010 - August 2012
AICPA 2007 - 2009
Triple Threat TV 2006 - 2007
Skills
Final Cut Studio, Adobe Creative Suite, Cinematography, DVD Studio Pro, Final Cut Pro, Soundtrack Pro, Video Compression, Photoshop, Adobe Encore, Television, After Effects, Camera, Video Editing, Post Production, Digital Video, Motion Graphics
Education
Brooks Institute of Photography 2004 — 2007
Bachelor’s Degree, Film/Video Production
The College Board January 2015 - Present
AICPA March 2008 - January 2015
Mathematica Policy Research February 2006 - March 2008
ETS May 1998 - February 2006
Skills
SAS, Data Analysis, Statistics
Education
Bloomsburg University of Pennsylvania 1994 — 1998
Bachelor of Science, Mathematics
AICPA February 2014 - Present
AICPA June 2006 - February 2014
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, SDLC, PL/SQL, SQL, OA Framework, Oracle Discoverer, Business Analysis, Requirements Analysis, IT Strategy, Data Warehousing, Business Intelligence, SOA, Integration, Solution Architecture, Vendor Management
Education
Bangalore University 1997 — 2001
Bachelors, Computer Science
AICPA
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Statements, Forensic Accounting, GAAP, Internal Controls, Revenue Recognition, SEC filings, Tax, US GAAP
Education
Bowling Green State University 1976 — 1978
MBA
Miami University 1970 — 1974
BS, Accounting
Patrick D. Rogan, CPA memberBNI2006 - Present
CalCPA 1978 - Present
AICPA 1978 - Present
Skills
Financial Reporting, CPA, Start-ups, Accounting, Auditing, Corporate Finance, Tax Preparation, Strategic Financial..., Small Business, Internal Audit, Balance, QuickBooks, Coaching, Income Tax, Financial Planners, Estate Planning, Financial Accounting
Education
California State University-Los Angeles
BS, Business with an Accounting concentration
National University
MBA, Business with an emphasis on Technology Management
AICPA June 2014 - Present
Durham Technical Community College January 2003 - Present
AICPA October 2013 - June 2014
INC Research August 2012 - August 2013
Dress for Success Triangle NC January 2009 - 2013
GP Strategies Corporation June 2012 - August 2012
PPD July 2011 - April 2012
Pharmaceutical Institute, a Campbell Alliance company August 2010 - January 2011
Winston-Salem State University August 2004 - August 2010
Lockheed Martin April 2006 - May 2007
Skills
Instructional Design, Adult Education, Teaching, Distance Learning, E-Learning, Curriculum Design, Storyboarding, Curriculum Development, Project Management, Vendor Management, Articulate Studio, Research, Public Speaking, Captivate, Community Outreach, Volunteer Management, Nonprofits, Fundraising, Photoshop, Blackboard, Sakai, Camtasia, Audio Editing, Dreamweaver, Website Development, Adobe Creative Suite, Adobe Acrobat, Microsoft Office, Presentations
Education
Appalachian State University 2012 — 2015
Master of Arts (MA), New Media & Global Education
University of North Carolina at Chapel Hill 1998 — 2001
Master of Arts (MA), Art History
Duke University 1991 — 1995
Bachelor of Arts (BA), Area Studies
AICPA October 2014 - Present
AICPA October 2014 - Present
Blue Cross Blue Shield of North Carolina February 2009 - October 2014
The Governor's Institute November 2008 - December 2011
Blue Cross Blue Shield of North Carolina September 2008 - January 2009
GEICO December 2006 - July 2008
GEICO 2004 - 2005
GEICO March 2002 - April 2004
GEICO April 2001 - March 2002
Bureau of Labor Statsitics July 2000 - April 2001
Skills
Analysis, Data Analysis, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Strategic Consulting, Healthcare Analytics, Strategic Financial..., Healthcare Industry, Healthcare, Affordable Care Act, Financial Reporting, Health Insurance, Property & Casualty..., Financial Planners, Budgets, Budget Forecasts
Education
The George Washington University - School of Business 2004 — 2008
MBA, Accounting Concentration
American University 1996 — 2000
B.A., Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Economics
Lorraine Stidd, Change Facilitation Coach May 2008 - Present
Terra Holdings, LLC September 2009 - April 2013
MDRC May 2007 - April 2008
AICPA September 2001 - February 2007
Skills
Talent Acquisition, Employee Relations, Recruiting, Performance Management, Talent Management, Human Resources, Management, Onboarding, Personnel Management, Coaching, Training, Organizational..., Employee Benefits, Training Delivery, HRIS, Benefits Administration, Employee Engagement
Education
Gestalt Center for Organization and Systems Development 2006 — 2008
Certification, Organizational Systems and Development; Coaching
Adelphi University 1995 — 1999
Master's Degree, Psychology, Social Welfare
Adelphi University 1987 — 1991
BS, Business
Gestalt International Study Center
Certification, Coaching
Self Employed February 2012 - Present
AICPA March 2011 - January 2012
AICPA October 2010 - March 2011
Brigham Young University November 2009 - April 2010
Brigham Young University January 2009 - April 2010
Brigham Young University May 2009 - January 2010
Applicant Review Committee June 2009 - November 2009
Brigham Young University May 2007 - August 2008
Brigham Young University March 2005 - August 2008
Skills
Research, Excel, PowerPoint, Public Speaking, Word, Statistics, Non-profits, Microsoft Office, Captivate, Writing, Editing, Data Analysis, Microsoft Word, Microsoft Excel
Education
Brigham Young University 2008 — 2010
MPA, Public Administration, Human Resources emphasis
Brigham Young University 2004 — 2008
BS, Marriage, Family, and Human Development with minors in Management and Music
Reagan County High School 2000 — 2004
McGladrey July 2013 - Present
AICPA October 2012 - Present
McGladrey January 2012 - June 2013
McGladrey (formerly Caturano and Company) 2010 - January 2012
American Institute of Certified Public Accountants 2008 - October 2011
Caturano and Company 1978 - July 2010
Wolf & Company, P.C. 1973 - 1978
Skills
Financial Planning, Business Valuation, Tax, Corporate Tax, Accounting, Strategic Planning
Education
Bentley University
MST, Taxation
Bentley University 1970 — 1974
BSA, Accounting
AICPA May 2012 - Present
Quintiles April 2012 - April 2013
Cisco Systems April 2011 - April 2012
Cisco Systems March 2010 - April 2011
bioMerieux February 2010 - February 2011
Self Employed (Occupational License) June 2003 - February 2010
PREMIER STAGING June 1999 - September 2003
BLACKOUT PRODUCTIONS Inc September 2000 - August 2003
American Airlines February 1996 - July 2000
WOOL-EASE Custom Textile Art 1993 - 1995
Skills
Needs Analysis, WebEx, Instructional Design, Knowledge Management, Camtasia, Project Management, Learning Management..., Photoshop, Captivate, Instructor-led Training, Distance Learning, Analysis, Editing, Curriculum Design, Blended Learning, Adobe Acrobat, Learning Management, Flash, Curriculum Development, E-Learning, Dreamweaver, ADDIE, Training, Management, Software Documentation, Multimedia, Leadership
Education
California State University-Fullerton 2015 — 2016
Graduate Certificate, Digital Marketing
California State University-Fullerton 2014 — 2015
Certificate, User Experience and Customer Centered Design
NC State University 2009 — 2011
Masters of Education, Instructional Tecnology
Art Institute of Fort Lauderdale
Bachelor's of Science, Business Marketing and Management
Art Institute of Fort Lauderdale
Associates in Science, Graphic and Fashion Design
University of Massachusetts Boston
AICPA January 2014 - Present
Jade Associates January 2011 - May 2013
Speedwire 2010 - 2011
SUNY Levin Institute 2010 - 2011
American Express January 2004 - July 2008
American Express January 2004 - July 2008
American Express January 1999 - January 2001
Havas Travel (a subsidiary of American Express) January 1997 - January 1999
American Express January 1990 - January 1993
Skills
Accounting, Essbase, Forecasting, Payroll, Budgets, Financial Analysis, Financial Modeling, Business Planning, Auditing, Financial Reporting, Strategy, Management, Process Improvement, Credit Cards, Marketing, Tax, Finance, Banking, Management Consulting, Portfolio Management, Mergers & Acquisitions, Analysis
Education
City University of New York-Baruch College 2011 — 2013
Master of Science (MS), Accounting
University of London 2001 — 2005
Msc, Economics & Econometrics
INTEC CNAM 1993 — 1999
Master, Accounting
New York University 1985 — 1989
BS Finance, Finance, economics
Levin Institute
Christy's Business Services LLC July 2011 - Present
Arise Virtual Solutions Inc. March 2010 - January 2014
AICPA September 2008 - May 2010
Fidelity 2005 - 2008
Wal-Mart Distribution Center May 2002 - October 2005
Skills
Payroll, Leadership, Employee Benefits, Training, Management, Invoicing, Customer Service, Outlook, Time Management, Team Building, Microsoft Office, Accounts Receivable, Benefits Administration, Employee Relations, Human Resources, Process Improvement, Tax, Benefits, Excel, Accounts Payable, Word, Administration, Hiring, Data Entry, Leadership Development, PowerPoint, Budgeting, Quickbooks, Billing, Planning, Lotus Notes, HRIS, Operations Management, ADP Payroll, Salesforce.com, Paychex, Performance Management, Team Leadership, Employee Training, Program Management, Call Centers, Coaching, Customer Satisfaction, Customer Experience, E-Learning, Staff Development, Teaching English as a...
Education
University of Phoenix 2013 — 2015
Master's Degree, Adult and Continuing Education and Teaching, A
Strayer University-North Carolina 2009 — 2012
Master of Business Administration (MBA), Public Accounting
Strayer University 2006 — 2009
Executive Grad Cert., Business Admin. Accounting/Taxation
American InterContinental University 2004 — 2005
BA, Business Administration/Accounting
Vance Granville Community College 2000 — 2002
AAS, Business Administration/Operations Management
K Biser: Accounting and Consulting January 2009 - Present
The AICPA January 2007 - January 2009
AICPA 2007 - 2009
Education
North Carolina Wesleyan College 1998 — 2001
BS, Accounting
Campbell University 1995 — 1997
MBA
East Carolina University 1991 — 1995
BS, Business Administration
East Carolina University - College of Business 1991 — 1995
BS, Marketing Management
Pearson North America July 2013 - Present
The College Board October 2000 - May 2013
AICPA 1998 - 2000
Skills
Research Design, Educational Research, SPSS, Literature Reviews, Statistical Modeling, Educational Assessment, Applied Research, Research, Academic Writing, Statistics, Analysis, Factor Analysis, Data Analysis, Higher Education, Multivariate Statistics, Psychometrics, Survey Research, Quantitative Research, Survey Design, Program Evaluation, Qualitative Research, Data Collection
Education
Rutgers University-New Brunswick 1995 — 2000
Ed.D, Educational Statistics and Measurement
Boston College 1991 — 1993
M.Ed., Educational Statistics, Measurement, and Evaluation
University of Miami 1987 — 1991
B.A., Psychology
Hub International Northeast Limited June 2007 - Present
Hub International Northeast Limited June 2000 - June 2007
AICPA January 1993 - December 1999
Skills
Recruiting, Employee Relations, Employee Benefits, HRIS, Onboarding, Applicant Tracking..., Management, Exit Interviews, New Hire Orientations, Insurance, General Insurance, Commercial Insurance
Education
Borough of Manhattan Community College
AICPA February 2007 - February 2014
Washington Duke Inn & Golf Club 2001 - 2006
Adam's Mark Hotel October 1996 - April 2001
Skills
MPI, Meeting Planning, Event Management, Event Planning, Certified Meeting..., Convention Services, Conferences, Budget Management, Customer Relations, Attentiveness to Detail, Microsoft Office, Contract Negotiation, Budgets
Education
Appalachian State University 1989 — 1993
Bachelor of Arts, Recreation Management
Independent Consultant March 2012 - Present
AICPA 1992 - February 2012
AICPA 1990 - 1992
Kreitzman, Kreitzman, and Barragato 1988 - 1990
Touche Ross 1986 - 1988
Skills
Non-profits, Organizational..., Leadership Development, Training, Budgets, Management Consulting, Nonprofits, Strategic Planning, Change Management, Accounting, Management, Leadership, Strategy, Process Improvement, Mergers & Acquisitions, Start-ups, Program Management, Small Business, Recruiting, Talent Management, Coaching, Staff Development, Consulting, Analysis, Team Building, Performance Management, Business Planning, Auditing, Business Process...
Education
Adelphi University 1984 — 1986
MBA, Accounting, 4.0 GPA
Molloy College
B.A., English
Goldman Sachs December 2013 - Present
Goldman Sachs January 2012 - December 2013
Goldman Sachs Asset Management November 2010 - January 2012
Morgan Stanley August 2005 - November 2010
Morgan Stanley Institutional Securities August 2004 - August 2005
AICPA May 2000 - August 2003
IconNicholson May 1999 - August 1999
Skills
Reporting & Analysis, QlikView, IT Investment Management, Business Intelligence, Databases, Statistics, Integration, Object Oriented Design, Sybase, C#, SQL, Equities, Fixed Income, Business Analysis, Trading Systems, Management, Derivatives, Java, QlikView Development, Software Development, Trading, Project Management, Business Objects, Finance, DB2, Perl, Data Mining
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Quantitative Finance, Data Models
New York University 2002 — 2005
BS, Information Technology, Mathematics
Baruch College, City University of New York (CUNY) 2001 — 2002
BS
AICPA January 2015 - Present
NeoNova Network Services January 2013 - December 2014
NeoNova Network Services May 2011 - December 2012
Skills
Corporate Development, Strategic Partnerships, Business Strategy, Entrepreneurship, Venture Capital, Financial Analysis, Product Development, Financial Modeling, Mergers & Acquisitions, Product Marketing, New Business Development, Strategic Planning, Marketing Strategy, IPO, Google Apps, Private Equity, Project Management
Education
Campbell University 2007 — 2011
BBA, Business
AICPA July 2012 - Present
USDA Foreign Agricultural Service (FAS) / Aceinfo 2012 - 2015
The Druckman Company 2014 - 2014
The Druckman Company 2014 - 2014
The Druckman Company 2014 - 2014
Aceinfo Solution 2012 - 2014
Aceinfo Solution 2012 - 2014
The Choice Inc. January 2012 - February 2012
LightYears IP February 2010 - May 2011
Skills
HTML, CSS, Dreamweaver, Web Design, Photoshop, Customer Service, Social Media, Adobe Creative Suite, Graphic Design, Strategic Planning, Editing, InDesign, Social Networking, CMS
Education
Bowie State University 2011 — 2013
University of Maryland Baltimore County 2005 — 2007
AICPA March 2013 - Present
MicroDose Therapeutx October 2011 - March 2013
Akamai Technologies October 2007 - August 2011
Parent, McLaughlin & Nangle, CPAs 2005 - 2007
Skills
CPA
Education
Boston University 2008 — 2010
Masters, Financial economics
Virginia Polytechnic Institute and State University 2000 — 2004
Accounting
Bermuda Hospital Board March 2011 - December 2013
St. Joseph's Healthcare System September 2005 - February 2011
AICPA 2000 - 2005
Skills
Palliative Care, Oncology, Registered Nurses, BLS, Nursing, Patient Safety, Inpatient, Hospitals, PALS, Medical/Surgical, Healthcare, Healthcare Management, Telemetry
Education
University of Colorado Denver 2012 — 2012
Palliative Care Certificate Program, Palliative Care Nursing
South University 2008 — 2010
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Bergen Community College 2000 — 2004
Associate of Arts and Sciences (AAS), Registered Nursing/Registered Nurse
AICPA January 2014 - Present
YMCA April 2012 - December 2012
YMCA August 2011 - April 2012
Panera Bread November 2009 - July 2011
Skills
Public Speaking, PowerPoint, Microsoft Excel, Research, Microsoft Office, Data Entry, Customer Service, Building Relationships, Typing, Microsoft Publisher, Time Management, Event Planning, Social Networking
Education
Appalachian State University 2007 — 2011
Bachelor of Science (B.S.), American Government and Politics (United States)
PT Gaming, LLC November 2014 - Present
AICPA November 2011 - March 2012
AICPA February 2006 - November 2011
AICPA February 2002 - February 2006
Skills
Management Consulting, Small Business, Change Management, Business Analysis, General Ledger, Business Process..., Strategic Planning, Coaching, Business Strategy, Team Building, Customer Service, Financial Analysis, Program Management, Project Management, Integration, Training, Microsoft Office, Team Leadership, Risk Management, Analysis, Software Documentation, Databases
Education
CSU Sacramento 1994 — 1999
Bachelor of Science (BS), International Business
Subaru of America March 2013 - Present
Canon USA July 2006 - September 2012
AICPA January 2006 - June 2006
Canon USA June 2005 - December 2005
illy caffe North America May 2005 - June 2005
Danka Office Imaging September 2004 - April 2005
Tata Infotech September 1999 - July 2002
Skills
PL/SQL, Oracle E-Business Suite, Oracle Applications, Oracle Discoverer, Oracle Reports, Salesforce.com, Oracle, Oracle HR, OBIEE, Solution Architecture
Education
California State University-Long Beach 2002 — 2004
Master's degree, Computer Science
Cummins College Of Engineering 1996 — 1999
Bachelor's degree, Computer Engineering
University of Illinois at Urbana-Champaign January 2011 - Present
ACT June 2013 - August 2013
AICPA June 2012 - August 2012
Skills
Statistics, R, SPSS, SAS, Data Analysis, Statistical Modeling, Experimental Design, Matlab
Education
Beijing Normal University
University of Illinois at Urbana-Champaign
Morgan Stanley October 2005 - Present
AICPA October 1986 - June 2005
Education
Pratt Institute 1989 — 1991
MLS, Library Science
Baruch College 1981 — 1985
Bachelor's degree, History
Levinson & Levinson Law Firm May 2015 - August 2015
Legal Aid of North Carolina August 2014 - December 2014
Catalyst Construction Staffing March 2013 - August 2013
AICPA August 2012 - January 2013
Morton Buildings, Inc. August 2011 - April 2012
Skills
Microsoft Excel, Data Entry, Outlook, PowerPoint, Microsoft Word
Education
Campbell University, Norman Adrian Wiggins School of Law 2013 — 2016
Doctor of Law (J.D.)
Wichita State University 2007 — 2011
Bachelor of Business Administration (B.B.A.)