alliantgroup, LP
Description
alliantgroup is a national tax consulting services firm that works with CPA firms and their business clients to identify and claim available federal and state government-sponsored tax credits and incentives. Headquarters: Houston, TX Number of employees: 600 (as of July 2016) Founded: 2002 Type of business: Tax consulting service Subsidiary: ForrestBrown Key people: Mark Everson, Jim Ramstad, Kit Bond
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alliantgroup, LP Employees
Employee
Years
Job
Industry
Steffanie Gunn Steffanie Gunn's alliantgroup, LP Experience May 2005 - Present
Job National Director
Industry Accounting
Experience
alliantgroup, LP May 2005 - Present
Skills
Tax
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
alliantgroup, LP May 2005 - Present
Skills
Tax
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Alexandra Dackin Alexandra Dackin's alliantgroup, LP Experience June 2014 - December 2014
Job Legal Intern at American Rivers
Industry Law Practice
Experience
American Rivers January 2015 - Present
Alliantgroup LP June 2014 - December 2014
Montgomery County State's Attorney's Office January 2014 - May 2014
Kohn, Kohn & Colapinto August 2013 - May 2014
Kohn, Kohn & Colapinto June 2013 - August 2013
Senator Sherrod Brown January 2012 - May 2012
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Public Speaking, Microsoft Office, Criminal Law, PowerPoint, Microsoft Word, Microsoft Excel, Research, Depositions, Courts, Lexis, Legal Issues
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (JD), Candidate
Notre Dame College 2008 — 2012
Bachelor of Arts (B.A.), History
American Rivers January 2015 - Present
Alliantgroup LP June 2014 - December 2014
Montgomery County State's Attorney's Office January 2014 - May 2014
Kohn, Kohn & Colapinto August 2013 - May 2014
Kohn, Kohn & Colapinto June 2013 - August 2013
Senator Sherrod Brown January 2012 - May 2012
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Public Speaking, Microsoft Office, Criminal Law, PowerPoint, Microsoft Word, Microsoft Excel, Research, Depositions, Courts, Lexis, Legal Issues
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (JD), Candidate
Notre Dame College 2008 — 2012
Bachelor of Arts (B.A.), History
John Paul Jandrucko John Paul Jandrucko's alliantgroup, LP Experience September 2010 - January 2011
Job Manager, Post Operations @ Koch Supply and Trading LP
Industry Oil & Energy
Experience
Koch Supply & Trading February 2015 - Present
Koch Supply & Trading September 2013 - Present
GulfMark Energy, Inc. July 2012 - Present
GulfMark Energy, Inc. November 2011 - July 2012
GulfMark Energy, Inc. January 2011 - November 2011
alliantgroup, LP September 2010 - January 2011
GYM Station September 2008 - September 2010
University of Houston January 2006 - May 2009
Whiting-Turner Contracting Company May 2008 - September 2008
Mansfield Independent School District January 2008 - May 2008
Skills
Software Documentation, Budgets, Purchasing, Access, Analysis, Construction, Transportation, C++, Microsoft Office, Petroleum, Operations Management, Time Management, Project Planning, Training, Java, Microsoft Word, Marketing, Program Management, PowerPoint, Invoicing, Finance, Cost Accounting, Accounting, Employee Benefits, Management, Customer Service, Leadership
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master's degree, Accounting
University of Houston, College of Natural Science
Bachelor of Science, Mathematics; Mathematics
Hawaii Pacific University, College of Engineering
Bio-Medical Engineering
Koch Supply & Trading February 2015 - Present
Koch Supply & Trading September 2013 - Present
GulfMark Energy, Inc. July 2012 - Present
GulfMark Energy, Inc. November 2011 - July 2012
GulfMark Energy, Inc. January 2011 - November 2011
alliantgroup, LP September 2010 - January 2011
GYM Station September 2008 - September 2010
University of Houston January 2006 - May 2009
Whiting-Turner Contracting Company May 2008 - September 2008
Mansfield Independent School District January 2008 - May 2008
Skills
Software Documentation, Budgets, Purchasing, Access, Analysis, Construction, Transportation, C++, Microsoft Office, Petroleum, Operations Management, Time Management, Project Planning, Training, Java, Microsoft Word, Marketing, Program Management, PowerPoint, Invoicing, Finance, Cost Accounting, Accounting, Employee Benefits, Management, Customer Service, Leadership
Education
University of Houston, C.T. Bauer College of Business 2012 — 2015
Master's degree, Accounting
University of Houston, College of Natural Science
Bachelor of Science, Mathematics; Mathematics
Hawaii Pacific University, College of Engineering
Bio-Medical Engineering
Ramiz Razzouq Ramiz Razzouq's alliantgroup, LP Experience August 2007 - October 2008
Job ""
Industry Information Technology and Services
Experience
Humble ISD December 2008 - December 2010
Alliantgroup, LP August 2007 - October 2008
Electronic Arts February 2005 - March 2006
Skills
Troubleshooting, Software Documentation, HTML, Software Installation, Dreamweaver, Testing, Program Management, Printers, Computer Hardware, Windows, Operating Systems, Databases
Education
California State University-East Bay
BS of Science, Computer Science
Chabot College
Humble ISD December 2008 - December 2010
Alliantgroup, LP August 2007 - October 2008
Electronic Arts February 2005 - March 2006
Skills
Troubleshooting, Software Documentation, HTML, Software Installation, Dreamweaver, Testing, Program Management, Printers, Computer Hardware, Windows, Operating Systems, Databases
Education
California State University-East Bay
BS of Science, Computer Science
Chabot College
Crystal Mueller's alliantgroup, LP Experience August 2007 - Present
Job Associate Director at alliantgroup
Industry Financial Services
Experience
alliantgroup July 2009 - Present
alliantgroup, LP August 2007 - Present
alliantgroup, LP July 2007 - August 2007
Skills
Corporate Communications, Customer Service, Accounting, Data Entry, Event Planning, Income Tax, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking, Recruiting, Research, Leadership
Education
The School of the Art Institute of Chicago 2002 — 2004
Fashion Design
Delaware College of Art and Design 2000 — 2002
Associates of Science, Fine Arts
Texas A&M University 1998 — 2000
Psychology, Political Science, and Architecture
alliantgroup July 2009 - Present
alliantgroup, LP August 2007 - Present
alliantgroup, LP July 2007 - August 2007
Skills
Corporate Communications, Customer Service, Accounting, Data Entry, Event Planning, Income Tax, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Public Speaking, Recruiting, Research, Leadership
Education
The School of the Art Institute of Chicago 2002 — 2004
Fashion Design
Delaware College of Art and Design 2000 — 2002
Associates of Science, Fine Arts
Texas A&M University 1998 — 2000
Psychology, Political Science, and Architecture
Brandy Lee, MSHR, SPHR's alliantgroup, LP Experience January 2006 - June 2006
Job Director of Firm Operations
Industry Human Resources
Experience
Kieckhafer, Schiffer & Company LLP June 2006 - Present
The Daily Muse July 2012 - Present
KX 93.5 FM November 2012 - June 2013
RealWomenUnite.org July 2011 - January 2013
Ryan & Son Marine Services, LLC June 2010 - December 2012
alliantgroup, LP January 2006 - June 2006
RSM EquiCo January 2004 - June 2005
RSM EquiCo July 2003 - December 2003
New Horizons Computer Learning Center March 2001 - July 2003
MCI 1998 - March 2001
Skills
Customer Relations, Financial Reporting, Business Analysis, Analysis, Administration, Human Resources..., Global Human Resources..., Operations Management, Microsoft Excel, Business Strategy, Business Development, Business Networking, Management Consulting, HR Consulting, Strategic Consulting, Adobe Interactive Form..., Career Development..., Writing, Public Speaking, Published Author, Emotional Intelligence, Personnel Management, Strategy, System Administration, Customer Service, Human Resources, Organizational..., Leadership, Performance Management, Training, Talent Management, Management, Strategic Planning, Recruiting
Education
Chapman University 2007 — 2008
Masters, Human Resources Management
University of Phoenix 2003 — 2004
BS, Business Management
Kieckhafer, Schiffer & Company LLP June 2006 - Present
The Daily Muse July 2012 - Present
KX 93.5 FM November 2012 - June 2013
RealWomenUnite.org July 2011 - January 2013
Ryan & Son Marine Services, LLC June 2010 - December 2012
alliantgroup, LP January 2006 - June 2006
RSM EquiCo January 2004 - June 2005
RSM EquiCo July 2003 - December 2003
New Horizons Computer Learning Center March 2001 - July 2003
MCI 1998 - March 2001
Skills
Customer Relations, Financial Reporting, Business Analysis, Analysis, Administration, Human Resources..., Global Human Resources..., Operations Management, Microsoft Excel, Business Strategy, Business Development, Business Networking, Management Consulting, HR Consulting, Strategic Consulting, Adobe Interactive Form..., Career Development..., Writing, Public Speaking, Published Author, Emotional Intelligence, Personnel Management, Strategy, System Administration, Customer Service, Human Resources, Organizational..., Leadership, Performance Management, Training, Talent Management, Management, Strategic Planning, Recruiting
Education
Chapman University 2007 — 2008
Masters, Human Resources Management
University of Phoenix 2003 — 2004
BS, Business Management
Lauren M. Young's alliantgroup, LP Experience June 2014 - October 2014
Job Leasing Representative at Boxer Property
Industry Real Estate
Experience
Boxer Property June 2015 - Present
Transwestern - Corporate Headquarters November 2014 - May 2015
alliantgroup, LP June 2014 - October 2014
Transwestern - Corporate Headquarters October 2013 - April 2014
Transwestern - St. Luke's O'Quinn Medical Tower CHI September 2012 - September 2013
LUSH FRESH HANDMADE COSMETICS August 2012 - May 2013
Houston Astros Baseball Club Dukeman Productions, Inc. March 2009 - September 2012
Seligman Western Enterprises Esperson Buildings, LLC April 2008 - July 2012
New Regional Planning July 2006 - April 2008
Skills
Event Planning, Sales, Customer Service, Property Management, Retail, Leadership, Marketing, Lease Administration, Social Media Marketing, Negotiation, Commercial Real Estate, Team Building, Microsoft Office, Executive Management, Vendor Relationships, Technical Support, Tenant Coordination, Events Coordination, Commercial Management, Promotions, Building Maintenance, Help Desk Support, Office Management, Management Accounting, Accounts Payable, Accounts Receivable, Website Promotion, Social Media, Project Management, Budgets, Management, Social Networking
Education
University of Houston-Downtown 2003 — 2009
Psychology, 60 hours completed BA coursework
Windfern High School
Summa Cum Laude
Boxer Property June 2015 - Present
Transwestern - Corporate Headquarters November 2014 - May 2015
alliantgroup, LP June 2014 - October 2014
Transwestern - Corporate Headquarters October 2013 - April 2014
Transwestern - St. Luke's O'Quinn Medical Tower CHI September 2012 - September 2013
LUSH FRESH HANDMADE COSMETICS August 2012 - May 2013
Houston Astros Baseball Club Dukeman Productions, Inc. March 2009 - September 2012
Seligman Western Enterprises Esperson Buildings, LLC April 2008 - July 2012
New Regional Planning July 2006 - April 2008
Skills
Event Planning, Sales, Customer Service, Property Management, Retail, Leadership, Marketing, Lease Administration, Social Media Marketing, Negotiation, Commercial Real Estate, Team Building, Microsoft Office, Executive Management, Vendor Relationships, Technical Support, Tenant Coordination, Events Coordination, Commercial Management, Promotions, Building Maintenance, Help Desk Support, Office Management, Management Accounting, Accounts Payable, Accounts Receivable, Website Promotion, Social Media, Project Management, Budgets, Management, Social Networking
Education
University of Houston-Downtown 2003 — 2009
Psychology, 60 hours completed BA coursework
Windfern High School
Summa Cum Laude
Trang Nguyen Loo Trang Nguyen Loo's alliantgroup, LP Experience June 2008 - January 2009
Job Realtor at eTopRealEstate, Inc.
Industry Banking
Experience
eTopRealEstate May 2014 - Present
UTLS Default Services ( formerly LandAmerica OneStop DS) 2010 - 2012
Trust One Mortgage January 2009 - September 2009
alliantgroup, LP June 2008 - January 2009
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Mortgage Banking, Loan Origination, Loan Servicing, Mortgage Servicing, Real Estate, Real Estate Transactions, National Association of..., Real Estate Marketing, Residential Homes, First Time Home Buyers, Single Family Homes, Loss Mitigation, Refinance, Investment Properties, Residential Mortgages
Education
Golden West College 2009 — 2011
Business Administration and Management, General
Laguna Hills High School
eTopRealEstate May 2014 - Present
UTLS Default Services ( formerly LandAmerica OneStop DS) 2010 - 2012
Trust One Mortgage January 2009 - September 2009
alliantgroup, LP June 2008 - January 2009
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Mortgage Banking, Loan Origination, Loan Servicing, Mortgage Servicing, Real Estate, Real Estate Transactions, National Association of..., Real Estate Marketing, Residential Homes, First Time Home Buyers, Single Family Homes, Loss Mitigation, Refinance, Investment Properties, Residential Mortgages
Education
Golden West College 2009 — 2011
Business Administration and Management, General
Laguna Hills High School
Sheri McGrew's alliantgroup, LP Experience December 2009 - May 2014
Job Administrative Coordinator at a law firm
Industry Executive Office
Experience
Primavera & Ghezzi, PLLC August 2014 - August 2015
alliantgroup, LP December 2009 - May 2014
Ghezzi Law Firm January 2005 - November 2009
Iron Mountain February 1997 - January 2005
Skills
Microsoft Excel, Client Service Oriented, Salesforce.com, Marketing, Communication, Proactive self-starter, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Sales Process, Social Media, Client Services, Adobe Acrobat, Employee Training, Customer Service, Business Development, Sales, Training, CRM, Event Planning, Time Management, Event Management, Research, Account Management, Management, Teamwork, Inside Sales, Relationship Management, Mentoring, Interpersonal Skills, Organization Skills
Education
University of North Texas 1993 — 1997
Bachelors of Business Administration, Marketing
Primavera & Ghezzi, PLLC August 2014 - August 2015
alliantgroup, LP December 2009 - May 2014
Ghezzi Law Firm January 2005 - November 2009
Iron Mountain February 1997 - January 2005
Skills
Microsoft Excel, Client Service Oriented, Salesforce.com, Marketing, Communication, Proactive self-starter, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Sales Process, Social Media, Client Services, Adobe Acrobat, Employee Training, Customer Service, Business Development, Sales, Training, CRM, Event Planning, Time Management, Event Management, Research, Account Management, Management, Teamwork, Inside Sales, Relationship Management, Mentoring, Interpersonal Skills, Organization Skills
Education
University of North Texas 1993 — 1997
Bachelors of Business Administration, Marketing
Ashley Ruimveld's alliantgroup, LP Experience July 2012 - September 2013
Job Owner of AccuDatum
Industry Environmental Services
Experience
The Optimal Financial Group February 2015 - Present
AccuDatum September 2013 - Present
alliantgroup, LP July 2012 - September 2013
Learning RX November 2011 - February 2012
Skills
Microsoft Office, Photography, Graphic Design, Photoshop, QuickBooks, SAP, Accounting, Accounts Payable, Income Tax, Accounts Receivable, Corporate Tax, Account Reconciliation, Payroll, Mint, AutoCAD, 10 Key, 106 WPM, QuarkXPress, eQuest, Dreamweaver, Data Entry, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Marketing, Outlook, Social Media, Time Management, Management, Strategic Planning, Sales, Training, Analysis, Research, Project Management
Education
Lone Star College System 2011 — 2014
Associate's Degree, Accounting, 3.7
Allegan County Area Technical Education Center 2001 — 2003
Certificate of Completion, Commercial Arts, 3.8
Plainwell High School 1999 — 2003
High School, General, 3.6
The Optimal Financial Group February 2015 - Present
AccuDatum September 2013 - Present
alliantgroup, LP July 2012 - September 2013
Learning RX November 2011 - February 2012
Skills
Microsoft Office, Photography, Graphic Design, Photoshop, QuickBooks, SAP, Accounting, Accounts Payable, Income Tax, Accounts Receivable, Corporate Tax, Account Reconciliation, Payroll, Mint, AutoCAD, 10 Key, 106 WPM, QuarkXPress, eQuest, Dreamweaver, Data Entry, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Marketing, Outlook, Social Media, Time Management, Management, Strategic Planning, Sales, Training, Analysis, Research, Project Management
Education
Lone Star College System 2011 — 2014
Associate's Degree, Accounting, 3.7
Allegan County Area Technical Education Center 2001 — 2003
Certificate of Completion, Commercial Arts, 3.8
Plainwell High School 1999 — 2003
High School, General, 3.6
Mackenzie Reeves (Harper) Mackenzie Reeves (Harper)'s alliantgroup, LP Experience December 2011 - March 2014
Job Accounting associate
Industry Accounting
Experience
Righteous Brothers Coffee Roasters April 2014 - August 2014
alliantgroup, LP December 2011 - March 2014
The Eyes of Texas, Inc. d.b.a. SouthWest Vision July 2007 - June 2011
VF Outlet, Inc May 2007 - May 2009
Skills
Invoicing, QuickBooks, Microsoft Word, Microsoft Excel, Management, Customer Service
Education
Texas State University 2003 — 2009
BS, Applied Mathematics
Texas State University 2003 — 2009
Bachelor of Science, Applied Mathematics
Righteous Brothers Coffee Roasters April 2014 - August 2014
alliantgroup, LP December 2011 - March 2014
The Eyes of Texas, Inc. d.b.a. SouthWest Vision July 2007 - June 2011
VF Outlet, Inc May 2007 - May 2009
Skills
Invoicing, QuickBooks, Microsoft Word, Microsoft Excel, Management, Customer Service
Education
Texas State University 2003 — 2009
BS, Applied Mathematics
Texas State University 2003 — 2009
Bachelor of Science, Applied Mathematics
Jeanne Moore's alliantgroup, LP Experience 2005 - 2006
Job
Industry Facilities Services
Experience
SimplexGrinnell 2013 - Present
SimplexGrinnell 2010 - Present
Idearc Media (formerly Verizon Publishing) November 2006 - January 2008
alliantgroup, LP 2005 - 2006
CCH Tax & Accounting, A WoltersKluwer Company March 2004 - October 2005
RIA August 1982 - March 2004
RIA 1982 - 2004
Whiddon & Co., CPA's 1980 - 1982
IRS 1976 - 1980
Skills
Accounting, Sales, Strategic Planning, Process Improvement, Account Management, Forecasting, Microsoft Excel, Budgets, Management, Microsoft Office, Customer Service, Tax, Team Building, Salesforce.com, Business Development, Project Management, Analysis, Leadership, Online Advertising, Team Leadership, Training, Financial Analysis, Client Relations, Sales Process
Education
Clarion University of Pennsylvania 1975 — 1976
BA
Community College of Allegheny County 1974 — 1975
AA
Riverview High School, Oakmont, PA 1968 — 1972
Diploma
SimplexGrinnell 2013 - Present
SimplexGrinnell 2010 - Present
Idearc Media (formerly Verizon Publishing) November 2006 - January 2008
alliantgroup, LP 2005 - 2006
CCH Tax & Accounting, A WoltersKluwer Company March 2004 - October 2005
RIA August 1982 - March 2004
RIA 1982 - 2004
Whiddon & Co., CPA's 1980 - 1982
IRS 1976 - 1980
Skills
Accounting, Sales, Strategic Planning, Process Improvement, Account Management, Forecasting, Microsoft Excel, Budgets, Management, Microsoft Office, Customer Service, Tax, Team Building, Salesforce.com, Business Development, Project Management, Analysis, Leadership, Online Advertising, Team Leadership, Training, Financial Analysis, Client Relations, Sales Process
Education
Clarion University of Pennsylvania 1975 — 1976
BA
Community College of Allegheny County 1974 — 1975
AA
Riverview High School, Oakmont, PA 1968 — 1972
Diploma
Gar Hurst's alliantgroup, LP Experience January 2006 - August 2006
Job President at CO Vouch LLC
Industry Import and Export
Experience
Givens & Johnston PLLC March 2009 - Present
CO Vouch, LLC February 2014 - Present
Imperium Customs Brokers October 2006 - August 2009
Alliantgroup, LP January 2006 - August 2006
Allpoints Services Corporation June 2004 - April 2005
Contract Attorney May 2002 - June 2004
Attorney, Arnold & Associates January 2001 - May 2002
Wuchang Experimental Middle School September 1997 - July 1998
Skills
Customs Law, International Trade Law, Export, Export Controls, Import, Import/Export, Import Compliance, International Law, International Business, International Business..., International Logistics, burma, iran, cuba, iraq, sudan, countervailing duties, antidumping duties, Customs Clearance, customs, Customs Regulations, customs brokerage, currency seizure, itar, Duty Drawback, C-TPAT, Tariffs, Valuation, Apparel, Chemicals, International Trade, Trading, FCPA, Shipping, Compliance, Procurement, Logistics, Supply Chain Management, Government, Trade Compliance, International Sales, Warehousing, Logistics Management, Excise, NAFTA, Sanctions, OFAC, CBP, buy america act, buy american act
Education
University of Houston Law Center 1998 — 2001
JD, Law
The University of Texas at Austin 1993 — 1997
BS, Chemical Engineering
Givens & Johnston PLLC March 2009 - Present
CO Vouch, LLC February 2014 - Present
Imperium Customs Brokers October 2006 - August 2009
Alliantgroup, LP January 2006 - August 2006
Allpoints Services Corporation June 2004 - April 2005
Contract Attorney May 2002 - June 2004
Attorney, Arnold & Associates January 2001 - May 2002
Wuchang Experimental Middle School September 1997 - July 1998
Skills
Customs Law, International Trade Law, Export, Export Controls, Import, Import/Export, Import Compliance, International Law, International Business, International Business..., International Logistics, burma, iran, cuba, iraq, sudan, countervailing duties, antidumping duties, Customs Clearance, customs, Customs Regulations, customs brokerage, currency seizure, itar, Duty Drawback, C-TPAT, Tariffs, Valuation, Apparel, Chemicals, International Trade, Trading, FCPA, Shipping, Compliance, Procurement, Logistics, Supply Chain Management, Government, Trade Compliance, International Sales, Warehousing, Logistics Management, Excise, NAFTA, Sanctions, OFAC, CBP, buy america act, buy american act
Education
University of Houston Law Center 1998 — 2001
JD, Law
The University of Texas at Austin 1993 — 1997
BS, Chemical Engineering
Joe DiGiovanni's alliantgroup, LP Experience February 2006 - June 2006
Job Head, Operational and Credit Risk, RBC Bank
Industry Banking
Experience
RBC Bank October 2014 - Present
BB&T December 2012 - October 2014
RBC Bank February 2012 - December 2012
RBC Bank November 2010 - February 2012
RBS Citizens September 2009 - November 2010
RBS Citizens June 2006 - September 2009
Alliantgroup LP February 2006 - June 2006
TD Banknorth September 2005 - February 2006
National City Bank August 2004 - September 2005
National City Bank 2001 - 2005
Skills
Loans, Investment Properties, Credit, Mortgage Lending, Risk Management, Vendor Management, Foreclosures, Retail Banking, Leadership, Banking, Lines Of Credit, Management, Mortgage Banking, Commercial Banking, Credit Risk, Portfolio Management, Analysis, Cash Management, Cross Selling, Financial Risk, Strategy, Financial Analysis, Credit Analysis, Process Improvement, Commercial Lending, Investments, Consumer Lending, Real Estate, Financial Services, Loan Origination, Underwriting, New Business Development, Loan Servicing, Loss Mitigation, Sales Management, Valuation, Loan Modifications, REO, Finance, Business Development, FHA, Sales, Small Business Lending, Commercial Mortgages, Relationship Management, Residential Mortgages, Refinance, Mortgage Servicing
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2007
MBA, Banking & Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
University of Massachusetts
B.A, Communications
Medfield High School
Weatherhead School of Management, Case Western Reserve University
M.B.A, Banking and Finance
RBC Bank October 2014 - Present
BB&T December 2012 - October 2014
RBC Bank February 2012 - December 2012
RBC Bank November 2010 - February 2012
RBS Citizens September 2009 - November 2010
RBS Citizens June 2006 - September 2009
Alliantgroup LP February 2006 - June 2006
TD Banknorth September 2005 - February 2006
National City Bank August 2004 - September 2005
National City Bank 2001 - 2005
Skills
Loans, Investment Properties, Credit, Mortgage Lending, Risk Management, Vendor Management, Foreclosures, Retail Banking, Leadership, Banking, Lines Of Credit, Management, Mortgage Banking, Commercial Banking, Credit Risk, Portfolio Management, Analysis, Cash Management, Cross Selling, Financial Risk, Strategy, Financial Analysis, Credit Analysis, Process Improvement, Commercial Lending, Investments, Consumer Lending, Real Estate, Financial Services, Loan Origination, Underwriting, New Business Development, Loan Servicing, Loss Mitigation, Sales Management, Valuation, Loan Modifications, REO, Finance, Business Development, FHA, Sales, Small Business Lending, Commercial Mortgages, Relationship Management, Residential Mortgages, Refinance, Mortgage Servicing
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2007
MBA, Banking & Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
University of Massachusetts
B.A, Communications
Medfield High School
Weatherhead School of Management, Case Western Reserve University
M.B.A, Banking and Finance
Keval Patel's alliantgroup, LP Experience January 2006 - December 2006
Job Attorney at Law Office of Keval Patel, P.C.
Industry Legal Services
Experience
Law Office of Keval Patel, P.C., Attorney December 2008 - Present
Law Office of Keval Patel, P.C. November 2008 - Present
Deloitte Tax, LLP February 2007 - November 2008
alliantgroup, LP January 2006 - December 2006
the Honorable Sharolyn May 2004 - May 2005
Houston Bar Association March 2003 - August 2003
Attorney General's Office June 2001 - August 2001
Skills
Dispute Resolution, Litigation, Legal Writing, Analysis, Trials, Courts, Management, Civil Litigation, Real Estate, Criminal Law, Intellectual Property, Bankruptcy, Legal Issues, Personal Injury..., Legal Research, Family Law, Wills, Commercial Litigation, Litigation Support, Corporate Law, Tax, Construction Law, Corporate Governance, Employment Law, Tax Law
Education
Texas A&M University
Bachelor of Science, Political Science 2002
Thurgood Marshall School of Law
Juris Doctor, 2005
Law Office of Keval Patel, P.C., Attorney December 2008 - Present
Law Office of Keval Patel, P.C. November 2008 - Present
Deloitte Tax, LLP February 2007 - November 2008
alliantgroup, LP January 2006 - December 2006
the Honorable Sharolyn May 2004 - May 2005
Houston Bar Association March 2003 - August 2003
Attorney General's Office June 2001 - August 2001
Skills
Dispute Resolution, Litigation, Legal Writing, Analysis, Trials, Courts, Management, Civil Litigation, Real Estate, Criminal Law, Intellectual Property, Bankruptcy, Legal Issues, Personal Injury..., Legal Research, Family Law, Wills, Commercial Litigation, Litigation Support, Corporate Law, Tax, Construction Law, Corporate Governance, Employment Law, Tax Law
Education
Texas A&M University
Bachelor of Science, Political Science 2002
Thurgood Marshall School of Law
Juris Doctor, 2005
Thomas Folsom's alliantgroup, LP Experience July 2006 - October 2010
Job Director, PwC
Industry Accounting
Experience
PricewaterhouseCoopers September 2015 - Present
alliantgroup October 2014 - Present
alliantgroup January 2013 - October 2014
alliantgroup October 2010 - January 2012
alliantgroup, LP July 2006 - October 2010
Boutique Business Litigation Firm September 2003 - July 2006
Skills
Auditing, Tax, Tax Law, Negotiation, Analysis, Corporate Tax, Financial Analysis, Due Diligence, Legal Writing, Financial Risk, Leadership, Litigation, Management
Education
South Texas College of Law 2000 — 2003
Juris Doctorate
Florida State University 1994 — 1998
BS, Business Finance
PricewaterhouseCoopers September 2015 - Present
alliantgroup October 2014 - Present
alliantgroup January 2013 - October 2014
alliantgroup October 2010 - January 2012
alliantgroup, LP July 2006 - October 2010
Boutique Business Litigation Firm September 2003 - July 2006
Skills
Auditing, Tax, Tax Law, Negotiation, Analysis, Corporate Tax, Financial Analysis, Due Diligence, Legal Writing, Financial Risk, Leadership, Litigation, Management
Education
South Texas College of Law 2000 — 2003
Juris Doctorate
Florida State University 1994 — 1998
BS, Business Finance
Michele Hennessy's alliantgroup, LP Experience November 2012 - Present
Job Project Associate
Industry Legal Services
Experience
alliantgroup LP November 2012 - Present
Dun & Bradstreet October 1995 - June 2012
Skills
Financial Forecasting, Salesforce.com, Microsoft Office, Xactly Incent, Sales Commission, Pipeline Management, Meeting Planning, Sales Process, Leadership, Account Management, Training, Sales, Customer Satisfaction, Team Leadership, Team Building, Process Improvement, Selling, Sales Operations, Management, New Business Development, Direct Sales, Business Development, Forecasting
Education
LeTourneau University
Masters, Business Administration
LeTourneau University May 2006
Bachelor, Business Management
alliantgroup LP November 2012 - Present
Dun & Bradstreet October 1995 - June 2012
Skills
Financial Forecasting, Salesforce.com, Microsoft Office, Xactly Incent, Sales Commission, Pipeline Management, Meeting Planning, Sales Process, Leadership, Account Management, Training, Sales, Customer Satisfaction, Team Leadership, Team Building, Process Improvement, Selling, Sales Operations, Management, New Business Development, Direct Sales, Business Development, Forecasting
Education
LeTourneau University
Masters, Business Administration
LeTourneau University May 2006
Bachelor, Business Management
Jim LoPresti's alliantgroup, LP Experience 2005 - March 2012
Job Business Development Executive at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP March 2012 - Present
alliantgroup LP 2005 - March 2012
Arthur Andersen 1997 - 2002
Price Waterhouse LLP 1992 - 1997
Imperial Bank 1987 - 1992
IBM 1972 - 1980
Skills
Mergers, Due Diligence, Accounting, Financial Reporting, Strategic Planning, IPO, Management Consulting, Business Strategy, Start-ups, Business Planning, Business Development, Tax Advisory, Mergers & Acquisitions, Executive Management, Finance, Leadership, Strategy, Corporate Finance, Risk Management, Process Improvement, New Business Development, Entrepreneurship, Venture Capital, Private Equity, Forecasting, CPA, Tax, Auditing, Restructuring, Financial Analysis, Strategic Financial..., Consulting, Valuation, International Tax, Banking, Financial Services, Asset Management, Investments, Business Valuation, Corporate Governance, Business Process..., M&A experience, Financial Planning
Education
The Ohio State University Fisher College of Business 1968 — 1969
MBA, Business Administration
The Ohio State University 1964 — 1968
Bachelor of Science, Marketing
Moss Adams LLP March 2012 - Present
alliantgroup LP 2005 - March 2012
Arthur Andersen 1997 - 2002
Price Waterhouse LLP 1992 - 1997
Imperial Bank 1987 - 1992
IBM 1972 - 1980
Skills
Mergers, Due Diligence, Accounting, Financial Reporting, Strategic Planning, IPO, Management Consulting, Business Strategy, Start-ups, Business Planning, Business Development, Tax Advisory, Mergers & Acquisitions, Executive Management, Finance, Leadership, Strategy, Corporate Finance, Risk Management, Process Improvement, New Business Development, Entrepreneurship, Venture Capital, Private Equity, Forecasting, CPA, Tax, Auditing, Restructuring, Financial Analysis, Strategic Financial..., Consulting, Valuation, International Tax, Banking, Financial Services, Asset Management, Investments, Business Valuation, Corporate Governance, Business Process..., M&A experience, Financial Planning
Education
The Ohio State University Fisher College of Business 1968 — 1969
MBA, Business Administration
The Ohio State University 1964 — 1968
Bachelor of Science, Marketing
Darlene Monteith's alliantgroup, LP Experience March 2008 - Present
Job Associate Director at alliantgroup LP
Industry Accounting
Experience
alliantgroup LP March 2008 - Present
Joseph Sansone Company March 2005 - March 2008
Education
Ivy Tech Community College
Business
alliantgroup LP March 2008 - Present
Joseph Sansone Company March 2005 - March 2008
Education
Ivy Tech Community College
Business
Johnny Alfred III's alliantgroup, LP Experience March 2013 - June 2013
Job Real Estate Manager at City of Houston | Attorney at Law
Industry Legal Services
Experience
City of Houston March 2014 - Present
J. Alfred III, Attorney at Law March 2014 - Present
alliantgroup, LP March 2013 - June 2013
164th Civil District Court January 2011 - December 2012
CB&I March 2012 - April 2012
The Gore Law Firm June 2010 - June 2011
CB&I (Chicago Bridge & Iron Company N.V.) 2006 - 2009
DXP Enterprises, Inc. 2006 - 2006
Motiva Enterprises LLC 1999 - 2005
Skills
Procurement, Contract Management, Contract Negotiation, Engineering, Project Management, Process Improvement, Logistics, Change Management, Negotiation, Team Leadership, Instrumentation, Purchasing, Manufacturing, Operations Management, Strategic Planning, Management, Electricians, Petroleum, Construction, Leadership, Litigation, Human Resources, Legal Research, Energy, Legal Writing, Corporate Law, Analysis, Civil Litigation, Mediation, Intellectual Property, Commercial Litigation, Real Estate, Government, Construction Law, Proposal Writing
Education
South Texas College of Law 2008 — 2012
Juris Doctorate, Construction Law / Commercial Litigation
Lamar University 1999 — 2005
Bachelors of Science, Electrical Engineering
Rice University 1998 — 1999
Electrical Engineering
City of Houston March 2014 - Present
J. Alfred III, Attorney at Law March 2014 - Present
alliantgroup, LP March 2013 - June 2013
164th Civil District Court January 2011 - December 2012
CB&I March 2012 - April 2012
The Gore Law Firm June 2010 - June 2011
CB&I (Chicago Bridge & Iron Company N.V.) 2006 - 2009
DXP Enterprises, Inc. 2006 - 2006
Motiva Enterprises LLC 1999 - 2005
Skills
Procurement, Contract Management, Contract Negotiation, Engineering, Project Management, Process Improvement, Logistics, Change Management, Negotiation, Team Leadership, Instrumentation, Purchasing, Manufacturing, Operations Management, Strategic Planning, Management, Electricians, Petroleum, Construction, Leadership, Litigation, Human Resources, Legal Research, Energy, Legal Writing, Corporate Law, Analysis, Civil Litigation, Mediation, Intellectual Property, Commercial Litigation, Real Estate, Government, Construction Law, Proposal Writing
Education
South Texas College of Law 2008 — 2012
Juris Doctorate, Construction Law / Commercial Litigation
Lamar University 1999 — 2005
Bachelors of Science, Electrical Engineering
Rice University 1998 — 1999
Electrical Engineering
Kasey Wallace's alliantgroup, LP Experience 2009 - 2010
Job Account Executive, Kilpatrick Companies
Industry Insurance
Experience
Kilpatrick Companies March 2013 - Present
Surgeon's Management, Inc. February 2012 - March 2013
Surgeons Management, Inc. October 2010 - March 2013
Surgeon's Management, Inc. February 2010 - October 2010
alliantgroup, LP 2009 - 2010
Skills
Media Buying, Media Planning, Integrated Marketing, Advertising, Social Media Marketing, Radio, Marketing, Social Media, Market Planning, Public Relations, Event Planning, Sales, Marketing Communications, Digital Media, Customer Service
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Marketing
Texas A&M University - Mays Business School 2005 — 2009
BA, Business Administration, Marketing
Kilpatrick Companies March 2013 - Present
Surgeon's Management, Inc. February 2012 - March 2013
Surgeons Management, Inc. October 2010 - March 2013
Surgeon's Management, Inc. February 2010 - October 2010
alliantgroup, LP 2009 - 2010
Skills
Media Buying, Media Planning, Integrated Marketing, Advertising, Social Media Marketing, Radio, Marketing, Social Media, Market Planning, Public Relations, Event Planning, Sales, Marketing Communications, Digital Media, Customer Service
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Marketing
Texas A&M University - Mays Business School 2005 — 2009
BA, Business Administration, Marketing
Adriane Gasperetti's alliantgroup, LP Experience February 2010 - December 2014
Job Account Manager at RNN Group
Industry Information Technology and Services
Experience
RNN Group December 2014 - Present
alliantgroup, LP February 2010 - December 2014
Saks Fifth Avenue November 2009 - February 2010
Fashion Institute of Design and Merchandising July 2008 - February 2009
Skills
InDesign, Social Networking, Proposal Writing, Microsoft Word, Editing, Negotiation, Sales Management, Account Management, Market Research, Recruiting, Social Media Marketing, Leadership, Financial Analysis, Salesforce.com, Outlook, Event Management, Accounting, Research, Marketing Communications, Strategic Planning, Program Management, Public Relations, Business Management..., Budgets, Retail, Marketing, Sales, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Customer Service, Time Management, Marketing Strategy, Project Management
Education
Fashion Institute of Design & Merchandising 2008 — 2009
AA, Product Development
UW-Milwaukee 2006 — 2007
Accounting and Finance
University of Wisconsin-Waukesha 2003 — 2005
Accounting and Finance
RNN Group December 2014 - Present
alliantgroup, LP February 2010 - December 2014
Saks Fifth Avenue November 2009 - February 2010
Fashion Institute of Design and Merchandising July 2008 - February 2009
Skills
InDesign, Social Networking, Proposal Writing, Microsoft Word, Editing, Negotiation, Sales Management, Account Management, Market Research, Recruiting, Social Media Marketing, Leadership, Financial Analysis, Salesforce.com, Outlook, Event Management, Accounting, Research, Marketing Communications, Strategic Planning, Program Management, Public Relations, Business Management..., Budgets, Retail, Marketing, Sales, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Customer Service, Time Management, Marketing Strategy, Project Management
Education
Fashion Institute of Design & Merchandising 2008 — 2009
AA, Product Development
UW-Milwaukee 2006 — 2007
Accounting and Finance
University of Wisconsin-Waukesha 2003 — 2005
Accounting and Finance
Rachael Moore's alliantgroup, LP Experience 2011 - 2014
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG January 2015 - Present
alliantgroup, LP 2011 - 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Research, Data Analysis, Tax, Spanish, Access, Leadership, Time Management, Teamwork, Public Speaking, Analysis, Process Improvement, Statistics, Nonprofits, Social Media, Customer Service, Management, Budgets, Strategic Planning, Accounting, Outlook, Positive Work..., Tax Preparation, Deadline Oriented, Tax Advisory, Client Services, Tax Returns, Training, Technical Writing, Mentoring, Tax Accounting, Client Relations, Consulting, Project Management, Client Presentation
Education
The University of Texas at Austin
Bachelor of Science (BS), Biology
KPMG January 2015 - Present
alliantgroup, LP 2011 - 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Research, Data Analysis, Tax, Spanish, Access, Leadership, Time Management, Teamwork, Public Speaking, Analysis, Process Improvement, Statistics, Nonprofits, Social Media, Customer Service, Management, Budgets, Strategic Planning, Accounting, Outlook, Positive Work..., Tax Preparation, Deadline Oriented, Tax Advisory, Client Services, Tax Returns, Training, Technical Writing, Mentoring, Tax Accounting, Client Relations, Consulting, Project Management, Client Presentation
Education
The University of Texas at Austin
Bachelor of Science (BS), Biology