AKT LLP, CPAs and Business Consultants
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AKT LLP, CPAs and Business Consultants Employees
AKT Wealth Advisors LP January 2015 - Present
AKT LLP, CPAs and Business Consultants August 2004 - December 2014
AKT LLP, CPAs and Business Consultants August 2004 - March 2012
Arthur Andersen 2000 - 2002
Skills
CPA, Tax, Income Tax, Tax Preparation, Strategic Financial..., Tax Research
Education
The University of Montana - School of Business Administration 1998 — 2000
Masters, Accounting
The University of Montana - School of Business Administration 1991 — 1995
Bachelor of Science (BS), Finance
Webtrends January 2014 - Present
Webtrends January 2013 - January 2014
Webtrends June 2012 - December 2012
AKT LLP, CPAs and Business Consultants September 2010 - June 2012
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
University of Portland 2006 — 2010
Accounting, Spanish, and Entrepreneurship
AKT LLP, CPAs and Business Consultants December 2010 - August 2015
Moss Adams LLP January 2008 - July 2010
Skills
General Ledger, Tax Accounting, Tax Law, Financial Reporting, Financial Accounting, Tax Research, QuickBooks, CCH ProSystem fx, US GAAP, GAAP, Corporate Tax, Tax Preparation
Education
University of San Diego 2004 — 2007
Bachelor of Science (B.S.), Accounting
Trovagene, Inc. June 2015 - Present
Digirad August 2013 - June 2015
AKT LLP, CPAs and Business Consultants July 2012 - June 2013
Christy White Accountancy Corp. January 2010 - July 2012
Illumina May 2010 - January 2011
ZTE USA, INC. 2005 - 2010
China Unicom March 2003 - June 2005
Skills
Auditing, Financial Accounting, Internal Controls, GAAP, Financial Reporting, QuickBooks, Non-profits, Healthcare, Compliance, Accounting, Sarbanes-Oxley Act, Revenue Recognition, Tax, Internal Audit, Variance Analysis, Nonprofits, Account Reconciliation, External Audit, Financial Statements
Education
San Diego State University-California State University 2008 — 2010
Master of Accountancy, Accounting, GPA 3.95
University of California, San Diego School of Extended Studies 2006 — 2007
Professional Certificate in Accounting, GPA 4.0
OHSU Oregon Health & Science University November 2014 - Present
AKT LLP, CPAs and Business Consultants October 2012 - Present
K2P Consulting Services, LLC January 2011 - December 2013
Portland Dermatology Clinic March 2004 - September 2012
Waldorf Center for Plastic Surgery January 2000 - March 2004
Skills
Strategy Development, Change Management, Mentoring, Strategic Planning, Healthcare Management, Contract Negotiation, Surgery, Dermatology, Strategy, Leadership Development, Consulting, Management, Process Improvement, Healthcare, Leadership, Budgets, Training, Marketing, HIPAA, Start-ups, Analysis, Customer Service, Business Development
Education
Portland State University 2000 — 2001
Master, Public HealthCare Administration
Portland State University 1999 — 2000
MHA, Healthcare Administration
Willamette University 1995 — 1999
BA, Excercise Science
Willamette University 1995 — 1999
Bachelor of Art Degree, Exercise Science
Providence Real Estate Group October 2014 - Present
AKT LLP, CPAs and Business Consultants February 2010 - October 2014
Moss Adams LLP January 2009 - December 2009
State Farm Insurance January 2006 - February 2008
AKT Wealth Advisors May 2004 - January 2006
US Bank August 2002 - May 2004
US Bancorp Investments August 2002 - May 2004
Skills
Financial Advisory, Strategic Financial..., Employee Benefits, Finance, Tax, Start-ups, Strategy, Retirement Planning, Wealth Management, Financial Analysis, Financial Services, CPA, Investments, Financial Modeling, Financial Reporting, Financial Planners, Insurance, Non-profits, Investment Management, Tax Preparation, Personal Financial..., Auditing, Financial Statements, Consulting, Risk Management, Management Consulting, Estate Planning, Strategic Planning, Public Speaking, Management, Small Business, Mergers, Financial Planning, Nonprofits, Mergers & Acquisitions
Education
University of Washington, Seattle - Business School 2008 — 2008
Graduate Certificate in Accounting
Seattle Pacific University - School of Business and Economics 1996 — 2000
Bachelor of Arts, Business Management
Aloha High School 1992 — 1996
H.S. & Club Soccer
Deschutes Portfolio Strategies August 2014 - Present
AKT LLP, CPAs and Business Consultants April 2012 - July 2014
Vestas August 2011 - May 2012
South Valley Bank & Trust April 2009 - May 2011
Prager, Sealy & Co., LLC January 2005 - January 2008
Clarium Capital Management September 2004 - January 2005
Skills
Microsoft Excel, Financial Reporting, Due Diligence, Banking, Financial Analysis, Process Improvement, Accounting, Strategic Planning, Auditing, Internal Controls, Budgets, Analysis, Business Analysis
Education
University of California, San Diego 2000 — 2004
Bachelor's, Political Science, Economics
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
Bremik Construction, Inc. June 2015 - Present
AKT LLP, CPAs and Business Consultants September 2010 - May 2015
Skills
CPA, Public Sector Accounting, Construction Accounting, Accounting, Financial Analysis, Financial Accounting, GAAP, Finance
Education
George Fox University 2006 — 2010
Bachelor of Arts (BA), Accounting
AKT LLP, CPAs and Business Consultants September 2011 - Present
Red Robin December 2005 - September 2010
Skills
Auditing, Start-ups, Nonprofits, CPA, Consulting, Employee Benefits, Accounting, Retirement Planning, QuickBooks, GAAP, Financial Analysis, Financial Reporting
Education
University of Oregon 2010 — 2011
Masters in Accounting
University of Oregon - Charles H. Lundquist College of Business 2006 — 2010
B.S., Accounting
AKT LLP, CPAs and Business Consultants September 2010 - November 2014
PwC September 2009 - September 2010
Skills
Internal Controls, Tax, Financial Reporting, Auditing, Accounting, GAAP, Corporate Tax, US GAAP, Financial Accounting, Income Tax, CPA, Tax Preparation
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
Oregon State University 2004 — 2009
Bachelor of Science (BS), Accountancy
Intel Corporation July 2013 - Present
Women in Business, Lundquist College of Business Club May 2012 - June 2013
University of Oregon September 2009 - June 2013
Calvin Klein June 2012 - August 2012
AKT LLP, CPAs and Business Consultants June 2011 - September 2011
Allegro Dance Studio September 2006 - July 2011
Women in Business, Lundquist College of Business May 2010 - June 2011
Sheldon High School Dance Team January 2011 - March 2011
Langdon Farms Golf Club June 2010 - September 2010
Skills
Word, Excel, Planning, Organizing, Listening Skills, Speaking Engagements, Accounting, Budgeting, Time Management, Fast Learner, Windows, Microsoft Office, Internet, Facebook, Microsoft Excel, Microsoft Word
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Arts, Honors Business-Accounting, Dance
Canby High School 2005 — 2009
Delap LLP December 2013 - Present
AKT LLP, CPAs and Business Consultants November 1999 - November 2013
AKT CPAs, Advisors, Consultants 1999 - November 2013
Perkins & Co October 1994 - November 1999
Skills
CPA, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, Tax Research, Financial Analysis, Tax Returns, S Corporations, Partnership Taxation, Fixed Assets, Account Reconciliation, Bookkeeping, Tax Advisory
Education
Oregon State University 1984 — 1989
Bachelor of Science (B.S.), Accounting
Oracle May 2015 - Present
Sprint Corporation December 2011 - January 2014
Silicon Valley Indian Professionals Association September 2011 - January 2013
AKT LLP, CPAs and Business Consultants November 2010 - December 2010
Intel July 2010 - October 2010
Hutchison Telecom-Orange January 2003 - January 2006
Epicenter Technologies Pvt. Ltd November 2001 - January 2003
Mastek Ltd February 2000 - October 2001
Skills
Cloud Computing, Wireless, Unified Communications, Cross-functional Team..., Product Management, Product Marketing, Management, Leadership, Solution Selling, Telecommunications, Customer Experience, Change Management, Team Leadership, SIP Trunking, Managed Services, Negotiation, Customer Negotiations, Program Management, MPLS Networking, Direct Sales, Ecosystem Enablement, Cloud Computing services, Mobile Integration, Mobility Device..., Cisco Hosted..., Technical Analysis, Enterprise Software, Mobile Devices, International business..., Technical Understanding, Product Innovation, TDM Voice Services, Fleet Management..., Mobile Technology, Salesforce.com, Internet of Things, Telecom BSS, Lync
Education
University of Portland 2009 — 2010
MBA, Marketing and technology innovation, 4.8
University of California, Berkeley, Haas School of Business
Product Management
St. Louis Convent High School
High School
University of Mumbai
Bachelor, Electronics Engineering
AKT LLP, CPAs and Business Consultants May 2013 - Present
AKT LLP, CPAs and Business Consultants January 2013 - May 2013
John H. Kim, CPA 2009 - 2012
Education
San Diego State University-California State University 2011 — 2013
Taxation, Masters of Science in Accountancy
University of California, San Diego 2005 — 2008
Management Science, Bachelor's of Science
AKT LLP, CPAs and Business Consultants September 2011 - Present
The WEL Group, Inc. January 2009 - September 2011
Oregon Audits Division June 2006 - January 2009
Skills
Tax, Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, CPA, GAAP, QuickBooks, Internal Controls, Financial Accounting, Partnership Taxation, S Corporations
Education
Oregon State University 2001 — 2006
Bachelor of Science (BS), Business Administration
Horton Consulting Northwest April 2011 - Present
AKT LLP, CPAs and Business Consultants September 1991 - March 2011
PricewaterhouseCoopers 1982 - 1991
Skills
Accounting, Auditing, GAAP, Tax, Financial Analysis, Mergers, Internal Controls, CPA, Mergers & Acquisitions, Financial Reporting, Tax Preparation, Income Tax, Business Valuation, Strategic Financial..., Management Consulting, Budgets, Corporate Finance, Business Strategy
Education
University of Portland
Bachelor of Arts Business Administration, Accounting
Grant Thornton LLP December 2012 - Present
Schwindt & Co January 2012 - May 2012
AKT LLP, CPAs and Business Consultants June 2009 - September 2009
Education
Portland State University - School of Business 2010 — 2012
Master of Science (MS), Financial Analysis
Oregon State University 2006 — 2010
Bachelor of Science (B.S.), Accountancy
AKT LLP, CPAs and Business Consultants September 2011 - Present
Nine 1 One Gear June 2008 - April 2010
The WEL Group/ Portland Private Wealth Management January 2006 - June 2009
North Clackamas School District September 1995 - January 2006
Skills
Accounting, Microsoft Excel, QuickBooks, Microsoft Office, Accounts Payable, Project Management, Microsoft Word
Education
Grand Canyon University 2013 — 2017
Bachelor's degree, Substance Abuse/Addiction Counseling
Berntson Porter & Company, PLLC August 2012 - Present
AKT LLP, CPAs and Business Consultants January 2012 - April 2012
Skills
High Net Worth..., Business Tax Planning, Multi-state tax returns, Tax Preparation, Tax, Personal Income Tax..., Financial Statements, Financial Accounting, Tax Consolidation, Accounting, Corporate Tax, Tax Returns, QuickBooks, Consolidation, State Tax
Education
Oregon State University 2009 — 2011
B.S., Accountancy
Oregon State University 2002 — 2006
B.A, Political Science
Chugach Electric Association 2015 - Present
Alaska Department of Transportation and Public Facilities 2014 - 2015
AKT LLP, CPAs and Business Consultants 2012 - 2014
University of Connecticut Energy and Environmental Law Clinic 2012 - 2012
Northeast Utilities 2011 - 2011
Sano International 2010 - 2010
University of Alaska Corporate Programs 2008 - 2010
Alaska Department of Fish and Game 2007 - 2008
Alaska Natural Gas Development Authority, State of Alaska 2007 - 2007
Joint Pipeline Office 2004 - 2004
Skills
Strategic Planning, Management, Policy, Microsoft Office, Management Consulting, Public Speaking, Research, Financial Analysis, Sales, Program Management, Marketing, Time Management, Nonprofits, Proposal Writing, Workforce Development, Non-profits, Social Media, Data Analysis, Microsoft Excel, Ratemaking, Marketing Strategy, Consulting, Tariffs, Market Research, Right of Way, Acquisitions, Relocation, Law, Natural Resources, Contract Drafting, Negotiation
Education
The University of Connecticut School of Law 2010 — 2013
Doctor of Law (J.D.), Energy and Environmental Law and Tax Law
University of Alaska Anchorage 2009 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.92
University of Alaska Anchorage 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, Minor in Real Estate
Temp Control Mechanical May 2012 - Present
Linfield College June 2010 - Present
AKT LLP, CPAs and Business Consultants October 2007 - May 2012
U.S. Government Accountability Office May 2006 - September 2007
US Navy August 2000 - June 2005
Education
Gonzaga University - School of Business Administration 2005 — 2006
MAcc
University of Oregon 1996 — 2000
B.S.
AKT LLP, CPAs and Business Consultants 2007 - Present
Moss Adams LLP 1998 - 2005
Skills
CPA, Trusts, Accounting, Tax Preparation, Tax, Small Business, Tax Advisory, GAAP, Budgets, Tax Research, Tax Returns, Management Consulting, Payroll, Corporate Tax
Education
University of Oregon 1996 — 1999
BA, Accounting
EDF Renewable Energy July 2013 - Present
AKT LLP, CPAs and Business Consultants July 2008 - July 2013
Skills
Auditing, CPA, Nonprofits, GAAP, Internal Controls, Accounting, Financial Reporting, Consulting, Financial Analysis, QuickBooks
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics with an emphasis in Accounting
Craig Lash, CPA, PFS September 2013 - Present
Berson Financial Group, Inc. January 2012 - September 2013
AKT LLP, CPAs and Business Consultants July 2008 - December 2011
Christy White Accountancy Corp. June 2006 - June 2008
Skills
Tax Preparation, Financial Statements, Strategic Financial..., Accounting, Tax, Finance, Financial Planners, Small Business, High Net Worth..., QuickBooks, Tax Accounting, CPA, Corporate Tax
Education
University of California, Santa Barbara 2003 — 2006
Business Economics, Emphasis in Accounting
EY October 2013 - Present
RPR Partners, LLP May 2012 - December 2012
San Diego Tax Services January 2012 - May 2012
Valley Chain & Gear January 2012 - February 2012
AKT LLP, CPAs and Business Consultants May 2010 - August 2011
Payless Shoes June 2008 - June 2009
Skills
Customer Service, Document Scanning, Cash Handling, QuickBooks, Accounting, Microsoft Excel, Tax, Financial Statements, Microsoft Word, Microsoft Office, Financial Reporting, Financial Analysis, Finance, Financial Accounting
Education
University of San Diego 2009 — 2013
a Bachelor Degree, Accounting and Supply Chain Management
AKT LLP, CPAs and Business Consultants October 2002 - Present
Hospice of the North Coast July 2011 - Present
Skills
CPA, Auditing, Non-profits, GAAP, Accounting, Financial Reporting, Internal Controls, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science (BS), Business/Accounting/Finance
AKT LLP, CPAs and Business Consultants
Skills
Strategic Financial..., CPA, Financial Analysis, Estate Planning, Trusts, Budgets, Tax, GAAP, Corporate Tax, Income Tax, Tax Preparation, Small Business, Financial Planners, Tax Accounting, Internal Controls, Cash Management, Tax Returns, Auditing, Accounting, Financial Reporting, Management Consulting, Financial Statements, Strategic Planning, Partnership Taxation, Nonprofits, Employee Benefits
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.)
Santa Clara University
AKT LLP, CPAs and Business Consultants January 2004 - Present
Oregon Asssociation of Health Underwriters January 2007 - December 2010
Beyrouty Insurance, Inc. May 1999 - December 2003
Skills
Disability Insurance, Employee Benefits, Health Insurance, Strategy, Retirement Planning, Strategic Planning, Small Business, Start-ups, Health Savings Accounts, Customer Service, Nonprofits, Healthcare, Non-profits, Exit Strategies, Brokers, Consulting, Health Care Reform, Financial Planners, Insurance
Education
Southern Oregon University 1992 — 1994
BS Psychology, Psychology
Mt. Hood Community College 1989 — 1991
Wildlife Safari May 2015 - Present
AKT CPAs, Advisors, Consultants September 2012 - March 2015
Wildlife Safari June 2013 - September 2013
AKT LLP, CPAs and Business Consultants November 2009 - September 2012
AKT LLP, CPAs and Business Consultants November 2000 - November 2009
Interface Engineering April 1998 - November 2000
Skills
Animal Husbandry, Operant Conditioning, Animal Care, Animal Training, Exotic Animals, Business Process Mapping, Organizational Design, Business Process..., Project Management, Strategic Planning, Visio, Management Consulting, Change Management, Process Improvement, Consulting, Business Strategy, PowerPoint, Process Engineering, Cross-functional Team..., Leadership, Data Analysis, Strategy, Program Management, Management
Education
Oregon State University
Bachelor's Degree, Animal Sciences
Chemeketa Community College
AAOT, General Studies
AKT LLP, CPAs and Business Consultants 2009 - Present
Executive Consulting 2003 - 2009
Spirit Mountain Development Corporation 2001 - 2003
StorePartners.com (a Technology startup company) 2000 - 2001
Oregon Telecom Financial Group 1998 - 2000
Moss Adams LLP 1987 - 1998
Skills
Tax, Accounting, Financial Reporting, Strategic Financial..., Auditing, Financial Analysis, GAAP, US GAAP, Internal Controls, CPA, Financial Planners, Business Valuation, Mergers & Acquisitions
Education
Portland State University
Bachelor's degree, Business - Finance/Accounting
Oregon State University
Oregon State University
Oregon State University
Oregon State University
SEC Reporting and Practices
Sunset Grade School
Valuation, Acquisitions Due Diligence, and Quality of Earnings
Legacy Health June 2014 - Present
Legacy Health December 2011 - June 2014
Providence Health & Services July 2011 - December 2011
The Corvallis Clinic January 2008 - September 2010
Salem Hospital June 2007 - January 2008
Oregon State University March 2004 - June 2007
AKT LLP, CPAs and Business Consultants January 2001 - January 2004
Skills
Healthcare, Healthcare Management, Epic Systems, EMR, Nonprofits, Hospitals, Project Management, Presentations, Quality and Patient..., Drafting Policies, Clinical Data Management, Team Facilitation, Report Writing, Internal Communications, Program Management, Data Analysis, Medical Staff Relations, Lean Management, Strategic Planning, Clinical Research, Public Health, Medical Records, Leadership, Analysis, Healthcare Information..., Research, HIPAA, EHR, Quality Improvement, Physicians, Patient Advocacy, Health Education
Education
Oregon State University 2009 — 2011
Master's of Public Health, Health Management and Policy
Oregon State University 2003 — 2007
Bachelor of Science, Health Management and Policy
AKT CPAs, Advisors, Consultants January 2014 - Present
Columbia Sportswear June 2013 - December 2013
AKT LLP, CPAs and Business Consultants January 2013 - April 2013
Temp Control Mechanical Services December 2010 - December 2011
Knight Library January 2011 - March 2011
Gensco Inc June 2009 - September 2009
Honke Heating and Air Conditioning June 2008 - July 2008
Beaumont Market September 2003 - April 2004
Skills
Microsoft Office, 10 Key, Internet, Microsoft Excel, Outlook, Microsoft Word, Social Media Marketing
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
University of Oregon - Charles H. Lundquist College of Business 2007 — 2012
Bachelor of Science, Accounting
Eastern Oregon Telecom December 2012 - Present
Precision Consulting & Accounting October 2012 - Present
AKT LLP, CPAs and Business Consultants October 1990 - September 2012
Skills
CPA, Financial Audits, Accounting Management, Accounting Consulting, Not-for-profit..., Telecommunications, OMB Circular A-133, Audits of Employee..., GAAP, Financial Accounting, Consolidated Financial..., Member of AICPA, Internal Controls, Financial Analysis, Accounting, Tax, Strategic Planning
Education
Ohio University 1987 — 1990
BBA, Accounting & Business Pre-Law
AKT LLP, CPAs and Business Consultants 1985 - Present
Skills
closesly held business..., corporate partnership..., GAAP, Tax, Financial Analysis, Accounting, Financial Reporting, Tax Preparation, CPA, Auditing, Strategic Planning, Public Speaking, Tax Accounting, Small Business, Leadership, Program Management, Nonprofits, Strategic Financial...
Education
San Diego State University-California State University 1972 — 1976
Accounting
Memjet Technology April 2015 - Present
Teela Celarec, CPA January 2011 - Present
SC Engineers, Inc. January 2012 - April 2015
AKT LLP, CPAs and Business Consultants January 2006 - December 2010
The Neurology Center January 2004 - January 2006
Kieckhafer, Schiffer, & Company January 2003 - December 2003
Michael S. Templeman, Inc January 2000 - January 2002
Skills
Certified Public..., Certified QuickBooks..., Accounting, Financial Statements, Tax, Internal Controls, Account Reconciliation, General Ledger, QuickBooks, Corporate Tax, Financial Planning, Financial Reporting
Education
Chapman University 1999 — 2003
Bachelors of Science, Accounting and Finance
Chapman University, The George L. Argyros School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
USAC July 2014 - Present
AKT LLP, CPAs and Business Consultants September 2008 - December 2012
Anesthesiologists Associated, Inc. October 2006 - June 2008
JPMorgan Chase 2004 - 2006
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting
Education
Portland State University - School of Business 2002 — 2007
Bachelors, Accounting and Finance
AKT LLP, CPAs and Business Consultants January 2010 - Present
PwC January 2006 - January 2010
Education
Oregon State University 2001 — 2005
BS, Business
AKT LLP, CPAs and Business Consultants 2006 - 2012
Grice, Lund & Tarkington LLP 1999 - 2006
Education
University of San Diego 2002 — 2005
Masters of Science in Accoutancy and Financial Management
San Diego State University-California State University
BA, English
LPL Financial August 2015 - Present
LPL Financial July 2014 - Present
KPMG August 2012 - July 2014
AKT LLP CPAs and Business Consultants June 2011 - August 2011
Education
San Diego State University-California State University 2009 — 2012
BS in Business Administration
AKT LLP, CPAs and Business Consultants October 2014 - August 2015
Chambers & Hammock January 2011 - October 2014
Dowsett Fogg & Doler, P.C. 2006 - 2010
OHSU 2004 - 2006
Skills
Tax, Accounting, Income Tax, Corporate Tax, Auditing, Financial Reporting, Tax Preparation, Financial Accounting, Internal Controls, GAAP, General Ledger, CPA, Tax Returns, QuickBooks, Tax Accounting, Account Reconciliation, Bookkeeping, US GAAP, Financial Statements
Education
Linfield College 2002 — 2005
Bachelor of Science (B.S.), Accounting
Linfield College
Bachelor's degree, Accounting
AKT LLP, CPAs and Business Consultants November 2007 - Present
John & Phil's Toyota Subaru Scion March 2006 - February 2008
Moss Adams LLP October 2003 - March 2006
Skills
Accounting, Financial Reporting, Budgeting, Payroll, Accounts Payable, Financial Control, Audit, Accounts Receivable, Cash Management, Forecasting, General Ledger, GAAP, Preparation, Reporting & Analysis, Monthly Close, Excel, Financial Audits, Auditing, Internal Controls, Budgets, Financial Statements
Education
Portland State University - School of Business 2001 — 2002
Master of Science in Financial Analysis
Oregon State University 1999 — 2001
University of Washington 1997 — 1999
AKT LLP, CPAs and Business Consultants October 1995 - Present
Education
Portland State University - School of Business 1991 — 1996
BS, Business Administration, Accounting
CareFusion October 2014 - Present
AKT LLP, CPAs and Business Consultants June 2012 - October 2014
University of San Diego September 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, Interpersonal Skill, Time Management, Close Attention to..., Auditing, Internal Audit, Internal Controls
Education
University of San Diego 2008 — 2012
Bachelor of Accountancy, Accounting
AKT CPAs, Advisors, Consultants December 2014 - Present
AKT LLP, CPAs and Business Consultants July 2012 - November 2014
McGladrey December 2011 - June 2012
Dixon Hughes Goodman,LLP September 2003 - November 2011
Virginia Beach City Public Schools June 2002 - August 2003
Skills
Microsoft Office, Prosystems fx Engagement, Prosystems fx Tax, Prosystems fx Fixed..., Peachtree, Prosystems fx Practice..., Checkpoint, Halogen eAppraisal, Deltek, Timberline, TValue, IDEA, Caseware, Technical Accounting..., Production Budgeting, Auditing, Social Networking, Business Networking, Organization, Highly Detailed, Capital Budgeting, Operating Budgets, Analytics, Training Delivery, Healthcare, Tax, Financial Reporting, Sarbanes-Oxley Act, Accounting, QuickBooks, Internal Controls, CPA, Fixed Assets, Sage, Account Reconciliation, Tax Preparation, ProSystem fx Tax, Sales Tax, GAAP, HIPPA, Internal Audit, Assurance, Tax Returns, HIPAA, US GAAP, Financial Statements, Financial Analysis, Financial Accounting, Management, Budgets
Education
Keller Graduate School of Management of DeVry University 2006 — 2012
Graduate Certificate in Financial Analysis, Finance, General, 4.0
Keller Graduate School of Management of DeVry University 2005 — 2012
MBA, Finance
Longwood University 1999 — 2003
BSBA, Accounting, 3.602
Nike April 2015 - Present
Deloitte September 2013 - April 2015
Willamette University August 2012 - May 2013
AKT LLP, CPAs and Business Consultants May 2012 - June 2012
VTM, Inc. March 2009 - July 2011
VTM, Inc. November 2005 - March 2009
Skills
Strategic Planning, Event Planning, Project Management, Public Speaking, Teamwork, Accounting, Event Management, Budgets, Marketing Communications, Problem Solving, Microsoft Word, Operations Management, Finance, Auditing, Financial Accounting
Education
Willamette University - Atkinson Graduate School of Management 2011 — 2013
MBA, Accounting
University of Washington, Michael G. Foster School of Business 2012 — 2012
Certificate in Accounting, Accounting
Gonzaga University 2000 — 2004
Bachelor of Arts, Applied Communications
Morgan Stanley June 2015 - Present
Alpha Diagnostics April 2013 - April 2015
Morgan Stanley June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Berkeley Research Group LLC May 2013 - September 2013
The Veloz Group January 2013 - March 2013
AKT Wealth Advisors June 2012 - September 2012
UCLA Alumni Association February 2012 - June 2012
AKT LLP, CPAs and Business Consultants June 2011 - September 2011
LEGOLAND California Resort June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Photoshop, Salesforce.com, Junxure, Team Leadership, Investments, Business Operations, Sales, Sales Operations, Marketing Strategy, Facebook, Sales Growth, Business Development, Data Analysis, Recruitment Marketing, Social Media, Social Networking, Marketing, Accounting, Finance
Education
UCLA 2011 — 2015
Bachelor's Degree, Business/Managerial Economics
AKT LLP, CPAs and Business Consultants September 2007 - Present
Weyerhaeuser March 2006 - September 2006
Skills
CPA, Tax, Corporate Tax, Non-profits, Tax Preparation, Income Tax, Start-ups, GAAP, Nonprofits, Public Speaking
Education
California State University-Sacramento 2007 — 2010
MSBA, Taxation
Oregon State University 2003 — 2007
BS, Accountancy
Payment Logistics Limited October 2008 - Present
AKT LLP, CPAs and Business Consultants February 2007 - July 2007
Skills
Risk Management, Financial Analysis, Auditing, Financial Risk, Enterprise Risk..., Financial Reporting, Strategic Planning, Fraud, Accounting, Payments, Finance, Microsoft Excel, Payment Card Processing, Electronic Payments, Credit
Education
California State University San Marcos 2004 — 2006
Bachelor of Science Business Administration, Accounting and Business/Management
California State University San Marcos 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Anton & Chia LLP September 2014 - Present
Corson Gonzales & Zaslow LLP (Acquired by Anton & Chia LLP effective 9/1/2014) February 2013 - August 2014
Haflinger & Associates Inc. May 2009 - February 2013
AKT LLP, CPAs and Business Consultants January 2012 - April 2012
Deployment Processing Command, United States Marine Corps February 2004 - February 2007
Personnel Support Detachment, United States Navy March 2001 - February 2004
Skills
Financial Statements, Policy, Internal Controls, Payroll, Employee Benefits, Public Speaking, Command, Training, Auditing, Tax, Management, Military, Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Microsoft Excel, Government
Education
University of San Diego 2007 — 2009
Bachelor of Accountancy, Finance and Real Estate
MiraCosta College January 2014 - Present
Health Integrity, LLC August 2013 - Present
AKT LLP, CPAs and Business Consultants October 2011 - May 2013
Cobb, Stees & Company, LLP December 2009 - November 2011
Murrill Eakes & Co January 2006 - December 2009
Independent Contractor September 2003 - 2008
H and R Block January 2006 - April 2006
Gary Zweig an Accountancy Corp November 2005 - April 2006
Integrated Microwave / Air Trak.com February 2004 - August 2005
Skills
SQL, Business Objects, Data Analysis, SAS, Databases, SAS programming, Access, Accounting, QuickBooks, Tax Returns, Corporate Tax, Financial Reporting, General Ledger, Fixed Assets, Financial Analysis, Tax, GAAP, HTML, PHP
Education
Bellevue University 2015 — 2017
Master of Science (M.S.), Management Information Systems, Business Analytics
San Diego State University-California State University 2005 — 2006
N/A, Graduate Accounting and Tax Courses
St. Francis University 1999 — 2003
B.S., Management Information Systems
Schwabe, Williamson & Wyatt September 2013 - Present
Mentor Graphics September 2012 - November 2012
Schwabe Williamson & Wyatt May 2012 - August 2012
Galena Biopharma May 2011 - May 2012
Oregon Supreme Court January 2012 - April 2012
AKT LLP, CPAs and Business Consultants June 2010 - August 2010
Pacific University September 2007 - May 2009
Education
Willamette University College of Law 2009 — 2013
JD, magna cum laude
Willamette University - Atkinson Graduate School of Management 2009 — 2013
MBA, Honors
Pacific University 2005 — 2009
BA, Literature (Business minor), summa cum laude
Intel Corporation April 2014 - Present
Intel Corporation July 2013 - March 2014
Associated Students of Linfield College May 2011 - May 2013
AKT LLP, CPAs and Business Consultants February 2008 - March 2013
Skills
Account Reconciliation, Microsoft Excel, Accounts Payable, Microsoft Word, Microsoft Office, MAS500, GBS, QuickBooks, Budgets, US GAAP, Sarbanes-Oxley Act, Critical Thinking, Financial Accounting, Analytical Skills
Education
Linfield College 2009 — 2013
Bachelor of Science (B.S.), Accounting
ASML September 2014 - Present
Orora North America December 2012 - August 2014
Henry & Horne, LLP June 2011 - December 2012
Oertle Realty & Construction August 2009 - June 2011
AKT LLP, CPAs and Business Consultants June 2009 - August 2009
Edelman and Company, CPAs January 2009 - March 2009
Skills
Financial Reporting, Accounting, QuickBooks, CPA, Financial Accounting, Auditing, Finance, Financial Statements
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
Master, Accountancy
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
AKT LLP, CPAs and Business Consultants December 2013 - December 2014
AKT, LLP CPAs and Business Consultants December 2009 - December 2013
CEA, LLP January 2009 - October 2009
CBIZ, MHM, LLC July 2006 - December 2008
Skills
Accounting, CPA, Tax, Tax Returns, Income Tax
Education
The University of Arizona
Master of Accountancy
University of Arizona
Bachelor of Science, Business Administration; Finance
Deloitte Tax LLP July 2013 - Present
AKT LLP, CPAs and Business Consultants 2012 - 2013
Weworski & Associates May 2011 - July 2011
Skills
Tax, Auditing, Accounting, Tax Preparation, GAAP, Tax Research, Tax Accounting, Financial Reporting, Income Tax, Financial Accounting, Financial Analysis, Microsoft Excel, Corporate Tax, CPA
Education
San Diego State University-California State University 2012 — 2013
Master of Science (MS), Taxation
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Accounting
UTi Worldwide September 2014 - Present
UTi Worldwide June 2013 - January 2015
AKT LLP, CPAs and Business Consultants October 2012 - June 2013
Grant Thornton LLP August 2011 - July 2012
Altman, Rogers & Co. June 2009 - July 2011
KPMG January 2008 - April 2009
Skills
Financial Statements, Forensic Accounting, Financial Audits, Internal Controls, Financial Reporting, Business Valuation, Indirect Taxation, CPA, Accounting, Auditing, Finance, Analysis, Financial Accounting, Financial Analysis, GAAP, US GAAP, Mergers
Education
Seattle University 2006 — 2007
Master, Public Accounting
Seattle University 2002 — 2006
Bachelor of Arts, Business Administration; Accounting
Power Auto Group October 2011 - Present
AKT LLP, CPAs and Business Consultants January 2009 - October 2011
Education
Oregon State University 2006 — 2008
Post-Baccalaureate Certificate, Accounting
Gonzaga University 2002 — 2006
BS, Biology
AKT LLP, CPAs and Business Consultants October 1999 - Present
Skills
Certified Public..., Auditing, Employee Benefits, Employee Benefit Plan...
Education
Oregon State University 1993 — 1996
Bachelor of Science, Business Administration
Hendrick & Kellison June 2013 - October 2014
Stover Neyhart & Co. January 2013 - May 2013
AKT LLP, CPAs and Business Consultants September 2011 - January 2013
AKT LLP June 2010 - August 2010
Truax Corporation July 2008 - August 2009
McMinnville Site Stor June 2008 - August 2008
US Bank November 2007 - June 2008
Truax Coporation June 2002 - December 2007
The Dana Hotel February 2007 - May 2007
Throwerventures February 2006 - May 2006
Skills
Accounting, Payroll, Recruiting, Human Resources, Management, Training, Financial Statements, Customer Service, Accounts Receivable, GAAP, Finance
Education
Willamette University - Atkinson Graduate School of Management 2009 — 2011
MBA
University of San Diego 2003 — 2007
B.B.A.
AKT LLP, CPAs and Business Consultants July 2009 - Present
AKT LLP, CPAs and Business Consultants June 2007 - June 2009
PKF December 2006 - April 2007
Education
San Diego State University-California State University 2004 — 2009
Bachelor of Science in Business Administration, Accounting
AKT LLP, CPAs and Business Consultants December 2014 - Present
AKT LLP, CPAs and Business Consultants November 2011 - November 2014
AKT LLP January 2005 - November 2011
Skills
Accounting, Start-ups, Tax Preparation, Auditing, CPA, Nonprofits, US GAAP, Financial Statements, Tax Accounting, Retirement Planning, Financial Advisory, Employee Benefits, GAAP, Internal Controls, Financial Reporting, Consulting, Financial Analysis
Education
University of San Diego 2004 — 2005
Master's of Accountancy, Accountancy
University of San Diego 2000 — 2005
Bachelor of Accountancy, Accountancy
AKT LLP, CPAs and Business Consultants October 2006 - Present
Girl Scouts of Oregon and SW Washington June 2003 - August 2006
Walt Disney World May 2001 - January 2002
Skills
Technical Support, Computer Hardware, Networking, Troubleshooting, CompTIA Network+..., CompTIA A+ Certification, Help Desk Support, Microsoft Excel, Customer Service, Microsoft Office
Education
University of Hawaii at Manoa 1999 — 2004
Bachelor of Science, Speech / Interpersonal Communication
Clackamas County September 2013 - Present
AKT LLP, CPAs and Business Consultants January 2012 - September 2013
Barran Liebman LLP May 2011 - December 2011
Barran Liebman LLP May 2007 - December 2008
US Navy 2002 - 2007
Education
Portland State University 2009 — 2012
Bachelor of Science (BS), Accounting
AKT LLP, CPAs and Business Consultants November 2010 - Present
PricewaterhouseCoopers September 2008 - November 2010
Motorola June 2006 - August 2006
Skills
CPA, Tax, Accounting, GAAP, Auditing, Internal Controls
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Accountancy
AKT LLP, CPAs and Business Consultants December 1995 - Present
Skills
CPA, Accounting, Tax, Financial Reporting, Nonprofits, Auditing, Employee Benefits, Expert Witness, Management Consulting, Tax Preparation, Income Tax, Corporate Tax, GAAP, Construction Accounting, Tax Research
Education
Corban University 1992 — 1996
BS, Accounting
AKT LLP, CPAs and Business Consultants October 2006 - Present
Knowledge Learning Corporation April 2005 - October 2006
Maginnis & Carey January 1998 - April 2005
Skills
Accounting, Financial Reporting, GAAP, Finance, Financial Accounting, Construction Accounting, CPA, General Ledger, Financial Statements, Account Reconciliation, Auditing, Tax Preparation, Cash Flow, Small Business, Income Tax, Cash Management, Financial Analysis, Corporate Tax, Fixed Assets, Employee Benefits, Internal Controls, Cost Accounting, Budgets, Tax, Bookkeeping, Start-ups, Financial Audits, Tax Returns, Variance Analysis, Payroll
Education
University of Portland 1993 — 1997
Bachelors of Business Administration, Accounting
University of Utah - David Eccles School of Business 1992 — 1993
Accounting
AKT LLP, CPAs and Business Consultants 1981 - Present
Skills
Accounting, Business Planning, Accounts Payable, Tax, Start-ups, Financial Audits, Auditing, Income Tax, US GAAP, Sarbanes-Oxley Act, Tax Preparation, Partnership Taxation, Business Strategy, Mergers & Acquisitions, Financial Reporting, Strategic Planning, Business Valuation, Human Resources, Internal Controls, Financial Analysis, Tax Accounting, General Ledger, Financial Accounting, GAAP, Budgets, QuickBooks, Management Consulting, Strategic Financial..., Financial Statements, Payroll, Public Speaking, CPA, Corporate Tax
Education
Oregon State University
Adimab, LLC January 2015 - Present
Adimab, LLC December 2012 - January 2015
AKT LLP, CPAs and Business Consultants November 2011 - December 2012
Gallagher, Flynn & Company, LLP August 2008 - October 2011
Skills
Finance, GAAP, Accounts Receivable, QuickBooks, IFRS, Auditing, Accounting, US GAAP, Financial Analysis, Business Valuation, Microsoft Excel, Financial Accounting, Managerial Finance, Account Reconciliation, General Ledger, Internal Controls, Consolidated Financial..., Fixed Assets, Financial Reporting, Accounts Payable, CPA, Revenue Recognition
Education
Saint Michael's College 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Deloitte Tax LLP January 2015 - Present
Deloitte Tax LLP June 2013 - December 2014
San Diego State University August 2013 - December 2013
AKT LLP, CPAs and Business Consultants January 2013 - April 2013
SDSU Student Accounting Society February 2012 - December 2012
Cafe Cartel Systems August 2012 - November 2012
Bank of America November 2010 - June 2012
International Club, Grossmont College February 2008 - February 2009
Skills
QuickBooks, Microsoft Excel, Budgets, Customer Service, Accounting, Research, Tax, Invoicing, Finance, Internal Controls, Financial Reporting, GAAP, Financial Analysis
Education
San Diego State University-California State University 2013 — 2014
Master of Science (M.S.), Accouting (Taxation)
San Diego State University 2011 — 2013
Bachelor of Science, Accounting
Grossmont College 2011 — 2012
Associate of Science, Management
Grossmont College 2008 — 2010
Associate of Science, Business Administration: Finance
Baltic University of Foreign Languages and Intercultural Cooperation 2005 — 2007
Associate of Science, Foreign Languages, Linguistics
AKT LLP, CPAs and Business Consultants October 2004 - Present
Christenson Electric 2002 - 2004
Systems Engineer 2000 - 2002
Gould Packaging 1996 - 1998
Skills
Process Improvement, Business Process..., Strategic Planning, IT Strategy, Accounting
Education
Portland State University 1992 — 1996
Bachelor of Science, Business
Morgan Stanley June 2013 - August 2013
AKT LLP, CPAs and Business Consultants June 2011 - August 2011
周生生珠寶 Chow Sang Sang Jewelry February 2010 - May 2010
Hastings Private Equity October 2009 - December 2009
Skills
Microsoft Excel, Research, Data Analysis, Chinese
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Academy Andover 2005 — 2009
MDS Communications September 2013 - October 2014
MDS Communications August 2008 - September 2013
Point Loma Nazarene University May 2007 - July 2008
AKT LLP, CPAs and Business Consultants June 2006 - May 2007
Plant With Purpose June 2005 - December 2005
Skills
Account Management, Telephone Fundraising, Customer Service, Highly detail oriented, Fundraising, Program Management, Nonprofits, Leadership, Event Planning, Public Relations, Marketing, Analysis, Sales, Strategic Planning, Social Media, Marketing Communications, Recruiting
Education
Point Loma Nazarene University 2002 — 2006
BA, Business Administration
AKT LLP, CPAs and Business Consultants June 2012 - Present
TGG ACCOUNTING February 2011 - June 2012
CSUSM January 2011 - June 2011
San Marcos Unified School District May 2008 - January 2011
Skills
Quickbooks, Accounting, Excel, Word, Access
Education
California State University-San Marcos 2006 — 2011
Business Administration, Option in Accountancy
AKT LLP, CPAs and Business Consultants December 2014 - Present
AKT LLP, CPAs and Business Consultants November 2010 - Present
Moss Adams LLP February 2004 - October 2010
Donald A. Young, Jr. 1996 - 2003
Skills
Internal Controls, CPA, US GAAP, Financial Statements, Fixed Assets, Financial Analysis, Account Reconciliation, Cash Flow, Tax Advisory, Bookkeeping, Tax Law, S Corporations, ProSystem fx Tax, High Net Worth..., Partnership Taxation
Education
California State University-Long Beach - College of Business Administration
Business Administration, Accounting
Oregon Judicial Department April 2014 - Present
AKT LLP, CPAs and Business Consultants October 2010 - April 2013
Pain Management Northwest March 2009 - August 2010
Skills
Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Payroll, Bookkeeping, Financial Analysis, Budgets, Microsoft Excel, Time Management, General Ledger
Education
Eastern Oregon University 2010 — 2016
Accounting
The Ohio State University
Horticulture
AKT LLP, CPAs and Business Consultants June 2011 - Present
Moss Adams LLP January 2006 - June 2011
Education
San Diego State University-California State University 2004 — 2005
B.S., Accounting
Independent Contractor September 2012 - October 2014
NMCRS 2013 - 2014
NMCRS 2013 - 2014
MoneyGram International January 2010 - September 2012
AKT LLP, CPAs and Business Consultants June 2007 - August 2009
Skills
Accounting, Auditing, Compliance, Client Counseling, Audit, Non-profits, Financial Reporting, Internal Controls, Excel, Word, Microsoft Office, Outlook, Problem Solving, Microsoft Excel, Nonprofits
Education
Biola University 2004 — 2007
BS, International Business and Accounting
AKT LLP, CPAs and Business Consultants November 2005 - Present
Smucker Manufacturing Inc. November 1989 - November 2005
Education
Linn Benton Community College 1985 — 1986
Associate, Accounting
Lane Community College 1983 — 1985
Accounting
AKT LLP, CPAs and Business Consultants July 2012 - April 2014
Continental E&J Wholesale June 2005 - June 2012
Accounting Day 2010 - 2012
Skills
Accounting
Education
University of San Diego 2010 — 2012
Bachelor's degree, Accounting
Cal State San Marcos 2005 — 2009
San Pasqual High School
AKT LLP, CPAs and Business Consultants January 2006 - Present
Skills
Financial Reporting, Tax Preparation, GAAP, Accounting, Financial Analysis, Financial Statements, Auditing, Internal Controls, Strategic Financial..., Budgets, Strategic Planning, Financial Accounting, General Ledger, US GAAP, CPA, Payroll, Tax Accounting, Revenue Recognition, Financial Audits, Tax, Fixed Assets, Account Reconciliation
Education
Concordia University-Portland 2003 — 2005
Bachelor of Science (B.S.), Accounting
Chemeketa Community College 2001 — 2003
Associate's degree, General Studies