American Express Tax & Business Services

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American Express Tax & Business Services Employees

Employee
Years
Job
Industry
Lynn Biviano Lynn Biviano Greater New York City Area Details
Lynn Biviano's American Express Tax & Business Services Experience 2003 - 2005
Job Regional Executive Administrator at American Express
Industry Consumer Services
Experience
American Express  June 2011 - Present
Threadneedle Asset Management   July 2005 - June 2009
American Express Tax & Business Services   2003 - 2005
The McElwee Group   1999 - 2003

Skills
Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management, Financial Services, Banking, Fixed Income, Relationship Management

Education
CUNY School of Professional Studies   2013 — 2016
Bachelor of Arts (B.A.), Sociology

City University of New York-Baruch College   2011 — 2013
BA, History with a specialization in European History; English Minor

Kingsborough Community College   2009 — 2011
Liberal Arts

Franklin Pierce University   1997 — 1999
Archaeology, Art History

St. Edmund Preparatory Academy   1984 — 1988

Margaret C Spencer CPA CPCU CLU RHU CIA CFE CIE MCM Margaret C Spencer CPA CPCU CLU RHU CIA CFE CIE MCM Jacksonville, Florida Area Details
Margaret C Spencer CPA CPCU CLU RHU CIA CFE CIE MCM's American Express Tax & Business Services Experience 2002 - 2005
Job Partner at Risk & Regulatory Consulting LLC
Industry Insurance
Experience
Risk & Regulatory Consulting LLC (formerly a segment of RSM McGladrey)   May 2012 - Present
RSM McGladrey Inc  October 2005 - April 2012
American Express Tax & Business Services   2002 - 2005
Arthur Andersen  1980 - 2002

Skills
Insurance Consulting &..., Statutory Accounting, Troubled Insurance..., Model Audit Rule..., Internal Controls, Internal Audit, Risk Assessment, Risk Management, Corporate Governance, Insurance Consulting, Property & Casualty..., Reinsurance, Insurance, Accounting, Auditing, Certified Fraud Examiner, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting

Education
Florida State University - College of Business
AA, Accounting

Mercer University

University of North Florida - College of Business Administration
BBA, Accounting

Bettina McDavid, PHR Bettina McDavid, PHR Baltimore, Maryland Area Details
Bettina McDavid, PHR's American Express Tax & Business Services Experience 2000 - 2005
Job Director of Talent Acquisition at Stansberry Research
Industry Financial Services
Experience
Stansberry Research  June 2015 - Present
McCormick  September 2011 - June 2015
Ernst & Young  January 2011 - September 2011
SC&H Group  November 2007 - January 2011
RSM McGladrey  2000 - 2007
American Express Tax & Business Services   2000 - 2005

Skills
Talent Acquisition, Sourcing, Management, Pipeline Management, Executive Search, Recruiting, Leadership, Applicant Tracking..., College Recruiting, Internet Recruiting, Employer Branding, Technical Recruiting, Workforce Planning, Talent Management, Benefits Negotiation, Succession Planning, Onboarding, Permanent Placement, Temporary Placement, Employee Relations, Executive compensation, Negotiation

Education
Roanoke College   1992 — 1996
BS

Universität Salzburg   1995 — 1995

Timothy Jewell Timothy Jewell Greater Minneapolis-St. Paul Area Details
Timothy Jewell's American Express Tax & Business Services Experience December 1990 - December 1998
Job IT Consultant at Blanski Peter Kronlage & Zoch, PA
Industry Accounting
Experience
Anytime Fitness  December 2010 - Present
Blanski Peter Kronlage & Zoch, P.A.   December 1998 - Present
American Express Tax & Business Services   December 1990 - December 1998
Bach & Associates   June 1987 - December 1990

Skills
Security, CPA, Financial Accounting, Accounting, Small Business, Management, Process Improvement, Financial Reporting, QuickBooks, Consulting, General Ledger, Tax, Internal Controls, Financial Statements, Budgets, Financial Analysis, Tax Preparation, Managerial Finance, Analysis, Due Diligence, Payroll

Education
St. Cloud State University   1985 — 1987
BS, Accounting

Bartlesville Wesleyan College/Oklahoma Wesleyan University   1983 — 1985
AA, Accounting

Wendy Dall Wendy Dall Greater Chicago Area Details
Wendy Dall's American Express Tax & Business Services Experience March 2000 - August 2002
Job Travel Agency Owner at That Travel Lady
Industry Leisure, Travel & Tourism
Experience
That Travel Lady   March 2011 - Present
Dallco's Den   February 2007 - March 2011
American Express Tax & Business Services   March 2000 - August 2002
Catalog International   1998 - 2000
Columbus IT Partner USA, Inc.   September 1997 - September 1998
Andersen Consulting  January 1997 - September 1997
CR Systems   1995 - 1997

Skills
Marketing Management, Marketing Strategy, Email Marketing, Online Advertising, Market Research, Product Marketing, Marketing Communications, Event Management, New Business Development, CRM, Business Development, Sales Management, SEO, Social Networking, Business Strategy, Advertising, Start-ups, Retail, Social Media, Strategic Planning, Travel Arrangements, Travel Planning, Travel, Honeymoons, Destination Events, Wedding Coordinating, Destination Weddings, Romance, Romance Travel, Romantic Getaways, Leisure Travel, Jamaica Specialist, Travel Agency, Certified Sandals, River Cruises, Inclusive Resorts, Luxury Cruise, Customer Service, Public Relations, Tourism, Account Management, Weddings, Leisure, Travel Management, Business Travel, E-commerce, Resorts, Event Planning, Online Marketing, Tour Operators

Education
University of Southern Denmark   1989 — 1994
MBA, International Marketing

University of Illinois at Urbana-Champaign   1984 — 1988
B.Sc, Business

Newcastle University   1986 — 1987
International Business

Maine Township Highschool East

Abraham Cohan, CPA Abraham Cohan, CPA Greater New York City Area Details
Abraham Cohan, CPA's American Express Tax & Business Services Experience October 2004 - September 2006
Job Private Practice Proprietor
Industry Accounting
Experience
Abraham Cohan, CPA   November 2013 - Present
McGladrey LLP  October 2006 - October 2013
American Express Tax & Business Services   October 2004 - September 2006

Skills
Hedge Funds, Fund Accounting, Auditing, US GAAP, Fund Of Funds, Bloomberg Terminal, Advent Partners, Microsoft Office 2007, GoSystems, QuickBooks, Internet, ProSystem fx Tax, Caseware, Partnerships, NYS Notary Public, Financial Analysis, Accounting, Tax Returns, CPA, Financial Accounting, Financial Statements, Internal Controls, Microsoft Office, GAAP, Financial Reporting, Tax

Education
Queens College   2003 — 2006
Bachelor of Arts (B.A.)

Queens College   2001 — 2003
Bachelor of Arts (B.A.)

Astorg Bob Astorg Bob Parkersburg, West Virginia Area Details
Astorg Bob's American Express Tax & Business Services Experience August 1982 - September 2005
Job Principal, Astorg & Koreski, PLLC
Industry Accounting
Experience
Astorg & Koreski, PLLC   October 2011 - Present
H & R Block Tax & Business Services   October 2005 - September 2011
American Express Tax & Business Services   August 1982 - September 2005

Skills
Income Tax Preparation..., Accounting and Tax for..., West Virginia Sales &...

Education
Marshall University   1964 — 1968
Bachelor of Arts (B.A.), Accounting

Parkersburg High School   1958 — 1961
Diploma

Michael Rone, CPA Michael Rone, CPA Greater Chicago Area Details
Michael Rone, CPA's American Express Tax & Business Services Experience February 2002 - March 2005
Job Fleet Portfolio Manager at GATX Corporation
Industry Financial Services
Experience
GATX Corporation  December 2011 - Present
GATX Corporation  March 2007 - December 2011
GATX Corporation  March 2005 - March 2007
American Express Tax & Business Services   February 2002 - March 2005
Gimbel, Abrams & Singer   January 2000 - February 2002
Arthur Andersen  January 1998 - January 2000

Skills
Financial Analysis, Forecasting, Investments, Accounting, Financial Reporting, Portfolio Management, Corporate Finance, Budgets, Business Strategy, Budgeting, Asset Management, Financial Planning, Cash Flow, Finance, Business Development, Business Analysis

Education
The University of Chicago Booth School of Business   2004 — 2006
M.B.A., Finance, Management

Indiana University-Northwest   1996 — 1997
Post Bacc., Accounting

Northern Arizona University   1992 — 1996
B.S., Criminal Justice

Amber De Lucenay Amber De Lucenay Tampa/St. Petersburg, Florida Area Details
Amber De Lucenay's American Express Tax & Business Services Experience 2003 - 2003
Job Manager Regulatory Plant Accounting at TECO Energy
Industry Utilities
Experience
TECO Energy  September 2014 - Present
PowerPlan, Inc.   January 2012 - August 2014
Progress Energy  June 2010 - January 2012
Progress Energy  July 2008 - April 2011
Progress Energy  June 2007 - July 2008
Standard Pacific Homes  January 2006 - June 2007
Raytheon  2003 - 2006
American Express Tax & Business Services   2003 - 2003
PricewaterhouseCoopers  2001 - 2001
Arthur Andersen LLP  2000 - 2000

Skills
Process Improvement, Program Management, Budgets, Six Sigma, Project Management, Software Documentation, Cross-functional Team..., Leadership, Business Process..., Business Process, Microsoft Excel, PowerPlant, Business Objects, Management, Accounting, Financial System..., Business Process Design, Financial Reporting, Month End Close, Financial Statement..., Budget Process, Department Budgeting, Capital Budgeting, Utility Industry, Utility Regulation, Utility Accounting, Energy, Electric Power, Utility Rate Case, Utility Depreciation..., Fixed Asset Management, Property Accounting, Fixed Asset Depreciation, DoD, DoD Regulations, DoD Contracts, Code of Federal..., Government Contracting, SAP, Oracle Financials, Microsoft Project, Finance System..., Training, Training Delivery, Instructional Design, Computer Software..., Camtasia, SalesForce, Requirements Analysis, System Testing

Education
University of South Florida-St. Petersburg Campus   2009 — 2010
MBA, International Business & Management Law

Summer Studies   1999 — 2004
N/A

Oglethorpe University   1998 — 2002
BS, Accounting

Oglethorpe University   1998 — 2002
BA, Spanish

Shorecrest Preparatory School   1994 — 1998
Highschool

charity weir charity weir Buena Vista, Virginia Details
charity weir's American Express Tax & Business Services Experience September 1997 - August 2000
Job Program and Account Management
Industry Program Development
Experience
Au Pair in America  2005 - 2010
Strategic Staffing  April 2002 - April 2003
Best Software  November 2001 - April 2002
Cable & Wireless Communications  August 2000 - October 2001
American Express Tax & Business Services   September 1997 - August 2000

Skills
Account Management, Coaching, Customer Service, Government, Leadership Development, Management, Marketing, PowerPoint, Public Speaking, Strategic Planning, Team Building

Education
Argosy University Chicago   1997 — 2000
Master's degree, Counseling Psychology, 3.9

Marymount University   1992 — 1997
Bachelor's degree, Psychology, 3.6

Brian Drisgula Brian Drisgula Farmingville, New York Details
Brian Drisgula's American Express Tax & Business Services Experience October 1999 - October 2000
Job Assistant Controller at Hi Tech Pharmacal
Industry Pharmaceuticals
Experience
Hi Tech Pharmacal  June 2008 - Present
KPN International Network Services Inc.   April 2001 - February 2008
American Express Tax & Business Services   October 1999 - October 2000
Mahoney Cohen  November 1997 - September 1999

Skills
Accounting, Financial Analysis, Process Improvement, Pharmaceutical Industry, Cross-functional Team..., Sarbanes-Oxley Act, Quality Auditing, SAP, SAP R/3, ERP, MAS 200, Peachtree, QuickBooks, Advent Partner, Business Objects, Microsoft Excel, Microsoft Word, Microsoft Power Point, Lotus Notes, Financial Reporting, Accounts Receivable, Auditing, Financial Statements, Mas 90, General Ledger

Education
Binghamton University - School of Management   1995 — 1997
Bachelor of Science, Accounting

Suffolk County Community College   1993 — 1994
Associate of Science (AS), Accounting

Lou Maglione Lou Maglione Cleveland/Akron, Ohio Area Details
Lou Maglione's American Express Tax & Business Services Experience 2003 - 2005
Job CFO
Industry Accounting
Experience
Air Control Products, Inc.   May 2013 - Present
CEIA USA  December 2012 - April 2013
Barnes Wendling CPAs, Inc.   November 2005 - December 2012
American Express Tax & Business Services   2003 - 2005
Brockman Coats Gedelian & Co.   1999 - 2003
Spector & Saulino, Inc.   1994 - 1999
Daywalt, Honsberger & Tobin   1991 - 1994

Skills
Business Valuation, Expert Witness Services, Litigation Support, Valuation, Accounting, Financial Analysis, Strategic Planning, Estate Planning, Forensic Accounting, Corporate Tax, Forecasting, Tax Accounting, Tax, CPA, Tax Research, Tax Returns, Due Diligence, Strategic Financial..., Partnership Taxation, Financial Reporting, Income Tax, Tax Preparation, Finance, GAAP, Cash Flow Forecasting, Cost Accounting, Cash Management, Financial Statements, Mergers & Acquisitions, Auditing, Internal Controls, Financial Accounting, Managerial Finance, Cash Flow, SEC filings

Education
The University of Akron   1987 — 1991
BS, Accounting

Elizabeth B. Monty, CPA, ABV, CFF, CFE, CVA, DABFA Elizabeth B. Monty, CPA, ABV, CFF, CFE, CVA, DABFA Phoenix, Arizona Details
Elizabeth B. Monty, CPA, ABV, CFF, CFE, CVA, DABFA's American Express Tax & Business Services Experience 1992 - 2004
Job Fraud and Forensic Accounting Arizona Business Valuation Litigation Support Casino Consulting
Industry Financial Services
Experience
Veriti Consulting LLC   2005 - Present
American Express Tax & Business Services   1992 - 2004
Deloitte  1987 - 1992
Arthur Andersen  1985 - 1987

Skills
Litigation Support, Expert Witness, Litigation Consulting, Business Valuation, Certified Fraud Examiner, Forensic Accounting, Fraud Investigation, Economic Loss, Forensic Analysis, Fraud Detection, Insurance Fraud, Corporate Fraud..., Business Appraisals, Company Valuation, Economic Damages, Casino Gaming Consulting, Casino Consultant, Breach Of Contract, Loss Mitigation, Fraud Accounting, Life Insurance Valuation, Receiverships, Casino Fraud, Tribal Government, Financial Crimes..., Financial Investigation, Certified Divorce..., Divorce Forensics, Embezzlement, Internal Theft..., Vendor Fraud, Money Laundering, Internal Investigations, Internal Controls Review, Arson, Business Interruption..., Fraud Claims, Claims Investigations, Workers' Compensation..., Intellectual Property..., Enterprise Valuation, Valuation

Education
Arizona State University
B.S., Accounting

Andrew Twardowski Andrew Twardowski Greater Chicago Area Details
Andrew Twardowski's American Express Tax & Business Services Experience March 1997 - October 2005
Job Tax Partner at Sikich
Industry Accounting
Experience
Sikich  January 2015 - Present
Sikich  May 2011 - December 2014
Sikich  November 2009 - December 2014
RSM McGladrey  October 2005 - November 2009
American Express Tax & Business Services   March 1997 - October 2005
Checkers Simon & Rosner LLP   September 1992 - March 1997

Skills
Tax, Corporate Tax, Partnership Taxation, Tax Research, CPA, Tax Preparation, Income Tax, ProSystem fx Tax, S Corporations, Tax Accounting, Not for Profit, Tax Advisory, US Tax, FIN 48, Financial Reporting, US GAAP

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1993 — 2000
MST, Taxation

University of Illinois at Urbana-Champaign   1988 — 1992
BS, Accounting

Philip Warsal Philip Warsal Baltimore, Maryland Area Details
Philip Warsal's American Express Tax & Business Services Experience 1999 - 2005
Job Family Office Manager and Controller at Chesapeak Realty Partners
Industry Accounting
Experience
Chesapeake Realty Partners   January 2014 - Present
RSM McGladrey/McGladrey & Pullen   2005 - December 2013
American Express Tax & Business Services   1999 - 2005

Education
Loyola College in Maryland   2000 — 2001
MBA, Finance

Towson University   1996 — 2000
BS, Accounting

Sheila Nishanian-Mahon Sheila Nishanian-Mahon Greater New York City Area Details
Sheila Nishanian-Mahon's American Express Tax & Business Services Experience January 2004 - March 2004
Job Sr. Executive Assitant Office of the General Counsel at KPMG US
Industry Financial Services
Experience
KPMG US  August 2013 - Present
WILD BIRD FUND   September 2010 - October 2013
High 5 Games  April 2012 - July 2012
Wells Fargo Advisors  August 2011 - February 2012
Wells Fargo  June 2011 - July 2011
PERSHING  March 2011 - May 2011
UNITED STATES CENSUS BUREAU  April 2010 - June 2010
Deloitte  June 2004 - May 2009
AMERICAN EXPRESS TAX & BUSINESS SERVICES   January 2004 - March 2004
Legal Options (Paul Weiss)   September 2003 - November 2003

Skills
Administrative Support, Microsoft Office, Business Travel, Community Service, Lotus Notes, Animal Welfare, Pet Care, Concur, Volunteer Coordination, Paralegal, Customer Relations, Teamwork, Event Planning, Data Entry, Problem Solving, Administrative..., Customer Service, Office Management, Community Outreach, Outlook, Volunteer Management, Birds, Pets, Spreadsheets, Time Management, Social Networking, Social Media, Organization, Facebook, Wildlife

Education
New York Paralegal School   2001 — 2002

City University of New York-Hunter College
BA, Political Science/Pre Law

Dan Whelan Dan Whelan Baltimore, Maryland Area Details
Dan Whelan's American Express Tax & Business Services Experience 2001 - 2005
Job Partner at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP  January 2013 - Present
MBP&F   October 2011 - December 2012
McGladrey  October 2005 - October 2011
American Express TBS  2001 - 2005
American Express Tax & Business Services   2001 - 2005
PricewaterhouseCoopers  1999 - 2001
Whelan, Barsky & Graham   1993 - 1999
Coopers & Lybrand  1987 - 1993

Skills
Auditing, Internal Audit, SOX, Sarbanes-Oxley Act, Internal Controls, CPA, Tax, Due Diligence, Financial Accounting, GAAP, Finance, Management, Tax Preparation, US GAAP, Corporate Tax, SEC filings

Education
Loyola College in Maryland   1983 — 1987
B.A., Accounting

Alan Alzfan Alan Alzfan Greater New York City Area Details
Alan Alzfan's American Express Tax & Business Services Experience 1997 - 2007
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP  2007 - Present
RSM McGladrey  2004 - November 2011
Goldstein Golub Kessler LLP  1997 - 2007
American Express Tax & Business Services   1997 - 2007
Goldstein Golub Kessler LLP  October 1988 - May 2000

Skills
Fund Of Funds, Auditing, Hedge Funds, Tax, SEC filings, Asset Management, Mutual Funds, Alternative Investments, Financial Services, Management, Accounting, Due Diligence, CPA, Private Equity, GAAP

Education
Binghamton University   1981 — 1985
bs, accounting

Carl Hudec Jr Carl Hudec Jr Greater Chicago Area Details
Carl Hudec Jr's American Express Tax & Business Services Experience April 2004 - September 2005
Job Manager, IT Risk and Compliance at U.S. Cellular
Industry Information Technology and Services
Experience
U.S. Cellular   June 2012 - Present
DeVry University  October 2010 - June 2012
RSM McGladrey  October 2005 - August 2010
American Express Tax & Business Services   April 2004 - September 2005
ExecuTrain of Baltimore (summers)   June 1998 - August 2002

Skills
IT Audit, Information Security, Risk Assessment, Networking, CISA, Sarbanes-Oxley Act, PCI DSS, Information Security..., Disaster Recovery, CISSP, Security, Active Directory, SDLC, Servers, COBIT, Internal Audit, ISO 27001, Business Continuity, Firewalls, Vulnerability Management, Network Security, Vulnerability Assessment, Windows, CPNI, Compliance, Encryption, Qualys, Data Privacy, Privacy, Computer Security, IT Management, Privacy Law, Penetration Testing, Enterprise Risk..., Governance

Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance

University of Phoenix
Bachelor's Degree, Information Technology

Keller Graduate School of Management of DeVry University
Graduate Certificate in Financial Analysis

Anthony Colletti Anthony Colletti Greater Chicago Area Details
Anthony Colletti's American Express Tax & Business Services Experience December 2000 - December 2005
Job President and CEO at Colletti & Associates, Inc.
Industry Real Estate
Experience
Colletti & Associates, Inc.   December 2000 - Present
United States Junior Chamber  January 2010 - December 2011
Oikos Capital Management   January 2006 - June 2010
American Express Tax & Business Services   December 2000 - December 2005
RSM McGladrey  2001 - 2005
Wolowicki & Associates   October 1999 - December 2000
Brown CPA Group, Ltd.   October 1996 - October 1999

Skills
Nonprofits, Small Business, Budgets, Process Improvement, Event Planning, Project Management, Public Speaking, Strategic Planning, Non-profits, Financial Analysis, Fundraising, Volunteer Management, Negotiation, Accounting, Public Relations, Real Estate, Business Development, Leadership Development, Training, Customer Service, New Business Development, Project Planning, Financial Accounting, Social Media, Financial Advisory, Leadership, Team Building, Employee Training, Microsoft Office, Event Management, Financial Reporting, Auditing, Team Leadership, Organizational..., Management, Sales, Contract Negotiation, Change Management, Management Consulting, Analysis, Program Management, Coaching, Microsoft Excel, Business Planning, Business Process..., Sales Management, Government, Account Management, Access, Marketing

Education
Bradley University   1992 — 1996
BS, Accounting

Bradley University   1992 — 1996
Bachelor's degree, Accounting

Jeanette Rishell Jeanette Rishell Washington D.C. Metro Area Details
Jeanette Rishell's American Express Tax & Business Services Experience March 1999 - October 2001
Job Council Member Manassas Park City Council
Industry Executive Office
Experience
Manassas Park City Council   2013 - Present
CTGi  September 2011 - 2014
Carteret Mortgage Corporation, Inc   June 2006 - September 2008
Carteret Mortgage Corporation, Inc   October 2001 - June 2006
American Express Tax & Business Services   March 1999 - October 2001

Skills
Recruiting, Customer Service, Team Building, Event Planning, Temporary Placement, Strategic Planning, Public Speaking, Coaching, Non-profits, Management, Fundraising, Microsoft Office, Government, Leadership, Public Relations

Education
Lycoming College
Science and technology

Northern Virginia Community College
Information Technology courses

Pennsylvania State University, State
BA, History

Sorensen Inst for Political Leadership Weldon Cooper Center for Public Service, Univ of Virginia

Louise Bartley, CPA Louise Bartley, CPA Washington D.C. Metro Area Details
Louise Bartley, CPA's American Express Tax & Business Services Experience May 2000 - December 2003
Job Experienced CPA specializing in small business and individual consulting and tax preparation
Industry Accounting
Experience
L Bartley Consulting LLC   January 2011 - Present
Coale, Pripstein & Associates   December 2003 - January 2011
American Express Tax & Business Services   May 2000 - December 2003
Whelan, Barsky & Graham   July 1994 - April 2000
General Services Administration  1991 - 1994

Skills
Tax, Tax Preparation, Accounting, Corporate Tax, Income Tax, CPA, Tax Returns, Financial Statements, GAAP, Financial Analysis, Bookkeeping, Cash Flow Forecasting, Small Business, Financial Reporting, QuickBooks, Tax Research, Tax Accounting, Partnership Taxation, Internal Controls, Financial Accounting, Forensic Accounting, Account Reconciliation

Education
James Madison University   1987 — 1991
BBA, Accounting

St Vincent Pallotti   1983 — 1987
High school diploma, Accounting

Justin G. Reaves Justin G. Reaves Springfield, Virginia Details
Justin G. Reaves's American Express Tax & Business Services Experience August 2004 - June 2005
Job Director of Finance at Erickson Living
Industry Hospital & Health Care
Experience
Erickson Living - Greenspring Village   August 2015 - Present
Erickson Living - Greenspring Village   November 2014 - July 2015
Monarch Academy Public Charter School - Glen Burnie   2011 - July 2015
Towne Park  July 2013 - October 2014
SC&H Capital   January 2010 - July 2013
SC&H Group  October 2008 - December 2010
SC&H Group  May 2006 - October 2008
McGladrey  July 2005 - May 2006
American Express Tax & Business Services   August 2004 - June 2005
The Rouse Company/General Growth Properties   May 2003 - August 2004

Skills
Internal Controls, Accounting, Financial Analysis, Auditing, Financial Reporting, Tax, Corporate Tax, GAAP, Internal Audit, Sarbanes-Oxley, Due Diligence, Financial Accounting, Income Tax, Financial Modeling, Business Valuation, External Audit, Risk Management, Finance

Education
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)

Towson University   2001 — 2005
Bachelor of Science, Accounting

Oxon Hill High

Tessa Cicitta Tessa Cicitta Greater New York City Area Details
Tessa Cicitta's American Express Tax & Business Services Experience 1998 - 2004
Job Human Resources Professional
Industry Human Resources
Experience
Broadway Partners  2006 - 2008
Robert K. Futterman & Associates   2004 - 2006
American Express Tax & Business Services   1998 - 2004
American Express Tax & Business Services   1998 - 2004
American Express Tax and Business Servicess Inc.   1997 - 2002
Goldstein Golub Kessler LLP  1996 - 2002
Jamaica Hospital  1995 - 1997

Education
The University of Connecticut School of Business   1991 — 1995
BS, Business Management

Lonnie Gary Lonnie Gary Mountain View, California Details
Lonnie Gary's American Express Tax & Business Services Experience November 1997 - September 2005
Job Partner, Young, Craig & Co.
Industry Accounting
Experience
National Association of Enrolled Agents  May 2015 - Present
Young, Craig & Co.   November 2009 - Present
McGladrey  October 2005 - December 2009
American Express Tax & Business Services   November 1997 - September 2005

Skills
United States Tax Court..., IRS Enrolled Agent, Representation, Income Tax, Personal Tax Planning, Business Tax Planning, State Tax Planning, Tax, IRS, Preparation, Estate Tax Planning, Corporate Tax, Financial Planners, Partnership Taxation, Tax Preparation, Tax Advisory, Tax Research, Accounting, Small Business, Tax Returns, Insurance Planning, QuickBooks, Tax Accounting

Education
National Tax Practice Institute   1997 — 1999
NTPI Fellow

Illinois Institute of Technology   1975 — 1980
Bachelor of Science (BS), Electrical and Electronics Engineering

University of Illinois at Urbana-Champaign   1971 — 1974
Electrical Engineering

Rayma McRoberts Rayma McRoberts Baltimore, Maryland Area Details
Rayma McRoberts's American Express Tax & Business Services Experience 1998 - 2003
Job Senior Manager at Weyrich, Cronin & Sorra, Chartered
Industry Accounting
Experience
Weyrich Cronin & Sorra Chartered  2004 - Present
American Express Tax & Business Services   1998 - 2003
Walpert, Smullian & Blumenthal, PA   1993 - 1998

Skills
Contractors, Non-profits, Accounting, CPA, Partnership Taxation, Corporate Tax, GAAP, Tax, Income Tax, Tax Preparation, Auditing, Tax Accounting, Tax Returns, Small Business, Financial Reporting, QuickBooks, General Ledger, Financial Accounting, Financial Analysis, Bookkeeping, Corporate Tax Planning, S Corporations, Budgets, Nonprofits, US GAAP, Forensic Accounting, Accountants

Education
Towson University   1988 — 1994
Bachelor of Science, Accounting

Harford Community College   1982 — 1985
AA, Accounting

Elizabeth Greene, EA Elizabeth Greene, EA Greater Los Angeles Area Details
Elizabeth Greene, EA's American Express Tax & Business Services Experience November 1996 - September 2000
Job Accounting
Industry Accounting
Experience
Arrow Recycling Solutions, Inc.   2007 - Present
Greene Tax and Management Services   April 2005 - Present
Esmond & Associates   September 2000 - April 2005
American Express Tax & Business Services   November 1996 - September 2000

Skills
QuickBooks, Income Tax, Internal Audit, Payroll, Tax, Financial Statements, Tax Preparation, Internal Controls, GAAP, Financial Analysis, Microsoft Word, Corporate Tax, Accounting, Preparation, Management, Finance, Strategic Planning, Budgets, Microsoft Excel, General Ledger, Bookkeeping

Education
California Lutheran University   2006 — 2008
B.S, Accounting

Kevin Vore Kevin Vore Dayton, Ohio Area Details
Kevin Vore's American Express Tax & Business Services Experience July 2002 - September 2005
Job Tax Analyst III at Standard Register
Industry Accounting
Experience
Standard Register  August 2013 - Present
WorkflowOne  February 2010 - August 2013
RSM McGladrey, Inc.   October 2005 - April 2009
American Express Tax & Business Services   July 2002 - September 2005

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2005 — 2008
M.S., Taxation

The Ohio State University Fisher College of Business   1997 — 2002
B.S., Accounting & Finance

Miami East High School

Steve Spurling Steve Spurling Saint Charles, Illinois Details
Steve Spurling's American Express Tax & Business Services Experience September 2003 - January 2005
Job Regional Vice President; DCIO at Columbia Management, LLC
Industry Financial Services
Experience
Columbia Management  July 2011 - Present
Principal Financial Group  January 2005 - July 2011
American Express Tax & Business Services   September 2003 - January 2005
MassMutual  2000 - 2001
DWS/Scudder/Kemper   1997 - 2001

Skills
401k, Mutual Funds, Series 7, Series 63, Retirement Plan..., Retirement, Series 6, Defined Benefit, Retirement Planning, Asset Allocation, Investments, Separately Managed..., Wealth Management, Investment Advisory, Pensions, Series 65, Uniform Combined State..., Financial Services, ETFs, Alternative Investments, Investment Strategies

Education
Illinois State University   1983 — 1987
Bachelor of Science (B.S.), Economics

Ottawa Township High School   1979 — 1983

Maricel Suntag Maricel Suntag Stockton, California Area Details
Maricel Suntag's American Express Tax & Business Services Experience 2003 - 2004
Job Business and Economics Undergraduate at the University of the Pacific
Industry Banking
Experience
Center for Community Involvement  August 2010 - Present
Washington Mutual  August 2005 - August 2009
American Express Tax & Business Services   2003 - 2004
Computer Telecommunications   1997 - 2004

Skills
Outlook, Microsoft Excel, PowerPoint

Education
University of the Pacific - Eberhardt School of Business   2008 — 2011
B.S., Business Administration with Economics concentration

Foothill College   2000 — 2003
A.A., Speech Communication

Jim Loiacono Jim Loiacono Greater Chicago Area Details
Jim Loiacono's American Express Tax & Business Services Experience January 2003 - January 2005
Job Experienced Sales Professional
Industry Computer Hardware
Experience
Hewlett-Packard  May 2010 - Present
ePartners  January 2005 - November 2007
American Express Tax & Business Services   January 2003 - January 2005
ePartners  January 2000 - January 2003

Skills
CRM, ERP, Microsoft Dynamics, Business Intelligence, Solution Selling, Sales Management

Education
DePaul University   1986 — 1989
Accounting

DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)

Paul Weireter Paul Weireter Greater New York City Area Details
Paul Weireter's American Express Tax & Business Services Experience 1998 - 2005
Job Director at McGladrey, LLP
Industry Accounting
Experience
McGladrey  2005 - Present
Goldstein Golub Kessler LLP  1998 - 2005
American Express Tax & Business Services   1998 - 2005
Eisner & Lubin  1986 - 1997
Weiser LLP  1980 - 1986

Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting

Education
City University of New York-Baruch College
BBA, Accounting

New York Institute of Technology
MBA

Chris Enright Chris Enright Richmond, Virginia Area Details
Chris Enright's American Express Tax & Business Services Experience November 1988 - May 1996
Job
Industry Accounting
Experience
Christopher A. Enright, CPA, PLC   January 2005 - Present
RSM McGladrey, Inc.   September 2001 - January 2005
Penta Advisory Services  August 2000 - September 2001
KPMG  August 1999 - August 2000
ViaSystems Technologies Corp., LLC   September 1996 - August 1999
American Express Tax & Business Services   November 1988 - May 1996
Data I/O Corp   October 1987 - September 1988
The Boeing Company  May 1984 - October 1987
Northwest Administrators  September 1983 - March 1984

Skills
Accounting, Insurance, Real Estate, Mergers & Acquisitions, Tax, Tax Preparation, Strategic Financial..., Corporate Tax, Small Business, Strategic Planning, Financial Analysis, Professional Services, Tax Returns, Finance, CPA, Strategy, Management, Due Diligence, QuickBooks, Start-ups, Financial Planning

Education
Golden Gate University   1985 — 1988
Masters, Taxation

University of Washington   1978 — 1983
BA, Economics

University of Washington, Michael G. Foster School of Business   1978 — 1983
BA, Accounting

Charlie Rhuda Charlie Rhuda Greater Boston Area Details
Charlie Rhuda's American Express Tax & Business Services Experience 1998 - 2004
Job Partner at Novogradac & Company LLP
Industry Accounting
Experience
Novogradac & Company LLP  August 2004 - Present
Ziner & Company   October 1995 - April 2004
American Express Tax & Business Services   1998 - 2004
D'Arcangelo & Co., LLP   October 1992 - September 1995

Skills
Tax Credits, Affordable Housing, LIHTC, Tax, Real Estate Finance, Apartments, Historic Preservation, Real Estate Economics, Real Estate Development, Real Estate, GAAP, Auditing, Section 8, Accounting, Community Development, Due Diligence, Asset Management, Partnership Taxation, Disposition, Real Estate Financing, CPA, Financial Structuring, Acquisitions, Tax Research, Tax Accounting, Dispositions

Education
Pace University-Pleasantville/Briarcliff Campus   1981 — 1985
BBA, Public Accounting

Pace University-Pleasantville/Briarcliff Campus   1978 — 1981
Bachelor of Business Administration (BBA), Public Accounting

Laurie Mosebrook Laurie Mosebrook Baltimore, Maryland Area Details
Laurie Mosebrook's American Express Tax & Business Services Experience September 1997 - October 2005
Job Director, Technology Advisory Consulting Services at McGladrey & Pullen, LLP
Industry Accounting
Experience
McGladrey, LLP  January 2012 - Present
McGladrey  2005 - Present
RSM McGladrey  October 2005 - January 2012
American Express Tax & Business Services   September 1997 - October 2005
Walpert, Smullian & Blumenthal   1989 - 1997

Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Consulting, Business Development, Management Consulting, Business Process..., Accounting, Due Diligence, Mergers & Acquisitions, Financial Reporting, Finance, Process Improvement, Management

Education
APICS   2013 — 2013
SupplyChain Risk Management certification

Bucknell University   1984 — 1988
BS Engineering, Computer Science

Robyn Beck, CPA Robyn Beck, CPA Greater Minneapolis-St. Paul Area Details
Robyn Beck, CPA's American Express Tax & Business Services Experience 1989 - 1999
Job Business Manager at Meadowbrook Press
Industry Accounting
Experience
Meadowbrook Press  November 2014 - Present
J. Knutson & Associates, Inc.   March 2012 - November 2014
Bridge Realty LLC  September 2010 - June 2012
Greystone Masonry   July 2011 - March 2012
Metro Property Buyers   2007 - December 2010
ReMax Real Estate Properties   2007 - 2009
PACT Charter School  2003 - 2005
American Express Tax & Business Services   1989 - 1999

Education
College of St. Benedict   1981 — 1985
Bachelor of Arts, Accounting

William Kelley High School   1977 — 1981
High School Diploma, n/a

Donna Sciarappa Donna Sciarappa Cleveland, Ohio Details
Donna Sciarappa's American Express Tax & Business Services Experience March 2000 - October 2005
Job Regional Managing Partner Great Lakes Region at McGladrey
Industry Accounting
Experience
McGladrey  December 2013 - Present
McGladrey  August 2005 - Present
American Express Tax & Business Services   March 2000 - October 2005
Hausser + Taylor  December 1988 - March 2000

Skills
Mergers, Forecasting, SEC reporting, GAAP, Accounting, SEC filings, Mergers & Acquisitions, Internal Controls, Financial Reporting, Auditing, CPA, Financial Analysis, Sarbanes-Oxley Act, Budgets, US GAAP, Finance, Tax

Education
State University of New York College at Brockport   1982 — 1986
Bachelor of Science, Accounting

Shenendehowa   1978 — 1982
High School

Larry Pon Larry Pon San Francisco Bay Area Details
Larry Pon's American Express Tax & Business Services Experience January 1992 - October 1996
Job Tax Specialist
Industry Accounting
Experience
Pon & Associates   October 1996 - Present
American Express Tax & Business Services   January 1992 - October 1996
Coopers & Lybrand  January 1989 - January 1992
Arthur Young  December 1987 - December 1988
Arthur Andersen  January 1986 - December 1987

Skills
Tax, Strategic Financial..., Accounting, Tax Preparation, Income Tax, Estate Planning, CPA, Business Planning, Small Business, IRS, High Net Worth..., Estate Tax Planning, Retirement Planning, Tax Returns, Financial Planners, Trusts, Real Estate, Options, Retirement, Corporate Tax, Financial Planning, Tax Services, Individual Taxation, Public Speaking, Personal Financial..., Tax Law, Social Security, College Education..., Trust Taxation, Fiduciary Tax, Charitable Gift Planning, Charitable Remainder..., Tax Audit Representation

Education
Golden Gate University   1987 — 1991
MS, Taxation

University of California, Berkeley   1982 — 1985
BS, Business Administration

Alameda High School   1978 — 1982

Doug Rich Doug Rich Greater Chicago Area Details
Doug Rich's American Express Tax & Business Services Experience 1999 - 2005
Job Managing Director at ASR Planning, Inc.
Industry Hospital & Health Care
Experience
ASR Planning, Inc.   January 2005 - Present
American Express Tax & Business Services   1999 - 2005
TriBrook/AM&G   1996 - 1999
TriBrook Group, Inc   1978 - 1996

Skills
Strategic Planning, Mergers and Affiliations, Community Health Needs..., Healthcare Consulting, Business Planning, Project Planning, Plannning, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Marketing Strategy, Business Strategy, Business Development, Non-profits, Leadership, Team Building, New Business Development, Community Health, Executive Management, Mergers & Acquisitions, Management, Consulting, CRM, Management Consulting, Public Speaking, Program Management, Change Management, Leadership Development, Process Improvement, Performance Improvement, Strategy

Education
Duke University - The Fuqua School of Business   1975 — 1977
MHA, Hospital Administration

Bucknell University   1971 — 1975
BS, Biology

Tabor Academy   1968 — 1971

Scott Bromley, CPA Scott Bromley, CPA Phoenix, Arizona Area Details
Scott Bromley, CPA's American Express Tax & Business Services Experience January 1997 - August 2000
Job Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  November 2013 - Present
CliftonLarsonAllen  September 2007 - October 2013
Skinner Tameron & Co, LLP   August 2000 - September 2007
American Express Tax & Business Services   January 1997 - August 2000
Coopers & Lybrand  August 1995 - January 1997

Skills
Tax Preparation, Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Returns, Income Tax, Accounting, GAAP, Auditing, Financial Reporting, Tax Research, QuickBooks, CPA, Financial Statements, US GAAP

Education
Plymouth State University   1991 — 1994
Bachelor's of Science, Accounting

New Hampshire Technical Institute   1989 — 1991
Associate's of Science, Business Management & Accounting

Cindy Dunnells Cindy Dunnells Baltimore, Maryland Area Details
Cindy Dunnells's American Express Tax & Business Services Experience October 1998 - July 2004
Job Owner, Staines, Wiley & Schutz, LLC
Industry Accounting
Experience
Staines, Wiley & Schutz, LLC   January 2008 - Present
RSM McGladrey, Inc  August 2002 - December 2007
American Express Tax & Business Services   October 1998 - July 2004

Skills
Financial Reporting, CPA, Accounting, Tax, Financial Analysis, Income Tax, Tax Preparation, Partnership Taxation, Tax Research, Real Estate, Small Business

Education
Towson University   1993 — 1997
BS, Accounting

Arundel High School

Don Plantz Don Plantz Greater Chicago Area Details
Don Plantz's American Express Tax & Business Services Experience January 2004 - June 2005
Job Experienced Financial Analyst
Industry Telecommunications
Experience
PCTEL, Inc  January 2014 - July 2015
PCTEL, Inc.   January 2011 - January 2014
PCTEL, Inc.   January 2009 - January 2011
PCTEL, Inc.   January 2005 - January 2009
American Express Tax & Business Services   January 2004 - June 2005

Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Risk Management, Analysis, Finance, Internal Audit, Management, Sarbanes-Oxley, Corporate Finance, Financial Accounting, Financial Risk, Investments, Cash Flow, CRM, Executive Management, Enterprise Risk..., Risk Assessment, Financial Reporting, Software Documentation

Education
DePaul University   2002 — 2004
Bachelor of Science, Finance and Accountancy

DePaul University   2000 — 2002
Bachelor of Science, Accountancy & Finance; Accountancy and Finance

Bill Weidman, CPA Bill Weidman, CPA Boston, Massachusetts Details
Bill Weidman, CPA's American Express Tax & Business Services Experience 1998 - 2000
Job AVP Alternative Investment Solutions at State Street
Industry Accounting
Experience
State Street  April 2012 - Present
Eaton Vance  December 2011 - March 2012
GID Investment Advisers LLC  March 2008 - November 2011
Municipal Mortgage & Equity   January 2005 - February 2008
AEW Capital Management  June 2000 - January 2005
Ziner & Company   December 1993 - June 2000
American Express Tax & Business Services   1998 - 2000

Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 1993
MBA, Accountancy

Union College   1985 — 1989
BA, Political Science/History

Les Hunzinger, CPA, MBA, CFP Les Hunzinger, CPA, MBA, CFP Greater Chicago Area Details
Les Hunzinger, CPA, MBA, CFP's American Express Tax & Business Services Experience November 1992 - December 1995
Job Financial Advisor at Hunzinger Financial Services, with services offered through Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Hunzinger Financial Services   May 2013 - Present
Ameriprise Financial Advisors  November 1992 - May 2013
American Express Financial Advisors  December 1995 - September 2005
American Express Tax & Business Services   November 1992 - December 1995
Hunzinger & Co., CPA   May 1988 - November 1992
Abbey Medical  January 1983 - May 1988
United States Marine Corps  July 1975 - May 1981

Skills
Strategic Financial..., Insurance, Financial Services, Strategic Planning, Investment Advisory, FINRA, Finance, Estate Planning, Investments, Tax, Retirement, Financial Advisory, Financial Planners, Budgets, Series 7, Retirement Planning, Mutual Funds, Saving for Education, Securities, 401k

Education
Northern Illinois University   1982 — 1983
MBA, Marketing

Purdue University - Krannert School of Management   1978 — 1981
BS, Accounting

Eisenhower High, Russell, PA   1969 — 1975
Graduate, College Prep

Sherry Lambe Sherry Lambe Greater New York City Area Details
Sherry Lambe's American Express Tax & Business Services Experience 2000 - 2004
Job Implementation Specilatist in Microsoft Dynamics, Microsoft Forecaster, Microsoft FRx Reporter
Industry Computer Software
Experience
RSM McGladrey  2004 - Present
American Express Tax & Business Services   2000 - 2004
New Visions in Technology   1994 - 2000

Skills
Great Plains Software, ERP, Financials, Training, Project Management, Epicor, Microsoft Dynamics, Accounting System, FRx, Consulting, Business Analysis, Microsoft CRM, Accounting

Education
Baruch College, City University of New York (CUNY)   1980 — 1984
BBA, Business Administration

Karen M Sweeney Karen M Sweeney Greater New York City Area Details
Karen M Sweeney's American Express Tax & Business Services Experience January 2003 - September 2005
Job Administration
Industry Financial Services
Experience
Starr Companies  December 2010 - October 2012
RSM McGladrey  October 2005 - December 2008
McGladrey & Pullen  2008 - 2008
McGladrey & Pullen LLP, New York (formerly Goldstein Golub Kessler LLP)   2008 - 2008
McGladrey & Pullen LLP (f/k/a GGK)   2002 - 2008
American Express Tax & Business Services   January 2003 - September 2005
American Lung Association of the City of New York, New York, NY   July 2001 - June 2002
American Lung Association of the City of NY   2001 - 2002
GOLDMAN, SACHS & CO   February 1998 - February 2001
Martinsburg Journal   1986 - 1988

Skills
Editing, Administrative..., Microsoft Word, Management, Microsoft Excel

Education
The Catholic University of America   1994 — 1997
MFA, Performance

University Of Pittsburgh at Johnstown   1991 — 1994
BA, Communications/ Theater

Pennsylvania State University   1973 — 1977
BA, Broadcast Journalism

Yvonne Clayborne Yvonne Clayborne Melbourne, Florida Area Details
Yvonne Clayborne's American Express Tax & Business Services Experience 1999 - 2006
Job Audit & Consulting Partner at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC   October 2012 - Present
McGladrey  October 2006 - October 2012
Bray Beck & Koetter   1999 - 2006
American Express Tax & Business Services   1999 - 2006
James Moore & Co  1991 - 1997

Skills
CPA, Accounting, GAAP, US GAAP, Auditing, Internal Controls, External Audit, Forensic Accounting, Financial Analysis, Assurance, Internal Audit, Financial Reporting, Financial Statements, Financial Accounting

Education
Florida State University - College of Business   1985 — 1987
B.S., Accounting

Stacey Ausfresser, CPA Stacey Ausfresser, CPA Abingdon, Maryland Details
Stacey Ausfresser, CPA's American Express Tax & Business Services Experience October 2000 - October 2005
Job Chief Financial Officer at The Arc Northern Chesapeake Region
Industry Nonprofit Organization Management
Experience
The Arc Northern Chesapeake Region  July 2015 - Present
The Arc Northern Chesapeake Region  August 2014 - Present
Woodholme Country Club  March 2014 - August 2014
Father Martin's Ashley  June 2013 - March 2014
Father Martin's Ashley  June 2008 - June 2013
Norris Automotive Group   October 2005 - June 2008
American Express Tax & Business Services   October 2000 - October 2005

Education
Stevenson University
Masters in Business & Technology Management

Towson University
Accounting

Elizabeth Siwicki Elizabeth Siwicki Naperville, Illinois Details
Elizabeth Siwicki's American Express Tax & Business Services Experience July 2000 - August 2005
Job Senior Accountant at Catching Fluid Power
Industry Accounting
Experience
Catching Fluid Power   August 2015 - Present
Tuthill Corporation  December 2013 - Present
Brookdale PTA   July 2013 - June 2014
Lifetime Fitness  September 2011 - December 2013
Brookdale PTA   July 2011 - June 2013
Red Granite Consulting   October 2011 - February 2013
Brookdale Raquet Club   July 2010 - July 2012
Mathieson, Moyski and Cellar LLP   August 2005 - April 2006
American Express Tax & Business Services   July 2000 - August 2005
Sears Roebuck and Co.  April 1998 - July 2000

Skills
Process Improvement, Internal Controls, Budgets, Accounting, Financial Analysis, Budget Process, Budget Monitoring, Tax Accounting, Tax Preparation, Employee Benefits, Finance, Analysis, Auditing, Financial Reporting, Financial Statements

Education
Purdue University - Krannert School of Management   1989 — 1993
Bachelor of Science, Accounting

Therese Scanlan, Ed.D. Therese Scanlan, Ed.D. Greater Chicago Area Details
Therese Scanlan, Ed.D.'s American Express Tax & Business Services Experience 2001 - 2005
Job Chief Operating Officer at Resurrection University
Industry Higher Education
Experience
Resurrection University  August 2013 - Present
Resurrection University  July 2006 - Present
American Express Tax & Business Services   2001 - 2005
CAEL  1999 - 2001
DeVry University  1998 - 1999
Governors State University  1994 - 1998
University of Illinois at Chicago  1989 - 1994

Skills
Student Financial Aid, Leadership, Project Management, Budgets, Higher Education, Program Development, Training, Nonprofits, Student Affairs, Fundraising, Grant Writing, Management, Public Speaking, Customer Service, PowerPoint, Non-profits, Policy, Staff Development, Admissions, Strategic Planning, Healthcare Information..., Research, Healthcare Management

Education
Benedictine University   2007 — 2010
Ed.D., Higher Education and Organizational Change

University of Illinois at Chicago   1992 — 1994
MPA, Public Administration

Saint Xavier University   1983 — 1988
BA, Mathematics

Mother of Sorrows

Mark Andersen Mark Andersen Washington D.C. Metro Area Details
Mark Andersen's American Express Tax & Business Services Experience January 2001 - June 2003
Job Partner at BDO. USA
Industry Accounting
Experience
BDO USA, LLP  November 2012 - Present
Argy, Wiltse & Robinson, P.C.   December 2004 - November 2012
Digital Harbor  July 2003 - December 2004
American Express Tax & Business Services   January 2001 - June 2003

Skills
Revenue Recognition, Government Contracting, Venture Financing, Equity Transactions, Due Diligence, Financial Reporting, GAAP, IFRS, Assurance, Internal Controls, Accounting, Mergers

Education
Gannon University   1991 — 1995
Bachelors, Accounting

Cathedral Preparatory School   1987 — 1991

Robert Bradley Yant Robert Bradley Yant Cleveland/Akron, Ohio Area Details
Robert Bradley Yant's American Express Tax & Business Services Experience January 2002 - October 2005
Job Tax Manager at Meaden & Moore
Industry Accounting
Experience
Meaden & Moore  October 2014 - Present
McGladrey  January 2002 - October 2014
American Express Tax & Business Services   January 2002 - October 2005

Skills
GAAP, CPA, Partnership Taxation, Tax Research, Tax Preparation, Corporate Tax, Income Tax, Tax, Tax Returns, Accounting, Internal Controls, ProSystem fx Tax, Tax Accounting, Financial Reporting, US GAAP, Auditing, Financial Statements, Financial Accounting

Education
Grove City College
Bachelor of Arts (B.A.), Accounting

University of Toledo College of Law
Juris Doctorate, Law

Elise Swinehart Elise Swinehart Washington D.C. Metro Area Details
Elise Swinehart's American Express Tax & Business Services Experience 1996 - 2000
Job Director of Marketing at American Nurses
Industry Nonprofit Organization Management
Experience
American Nurses   November 2012 - Present
American Chemical Society Publications   May 2002 - November 2012
American Chemical Society Publications   2004 - 2005
American Chemical Society  2002 - 2004
Standard Technology  2000 - 2001
American Express Tax & Business Services   1996 - 2000
American Institute of Aeronautics & Astronautics  1994 - 1996

Skills
Market Research, Marketing Strategy, Online Advertising, Advertising, Trade Shows, Omniture, Email Marketing, Marketing Management, Direct Marketing, Marketing Communications, Public Relations, Strategy, Competitive Analysis, Social Media Marketing, Management, Marketing, Online Marketing

Education
The Johns Hopkins University   1996 — 1999
M.A., Marketing & MBA, Marketing

American University   1983 — 1989
B.A., International Relations & Business

Dennis Endres Dennis Endres Phoenix, Arizona Area Details
Dennis Endres's American Express Tax & Business Services Experience 1998 - 2005
Job Director at McGladrey, LLP
Industry Accounting
Experience
McGladrey  October 2005 - Present
American Express Tax & Business Services   1998 - 2005
Thoma & Associates, CPAs   December 1994 - October 1998

Skills
Partnership Taxation, Accounting, Income Tax, Corporate Tax, Tax, Financial Reporting, CPA, Tax Preparation, Tax Returns, Tax Research, Analysis, Finance

Education
Illinois Wesleyan University   1990 — 1994
Bachelor of Business Administration (BBA), Acounting

Homewood Flossmoor High School   1986 — 1990
High School Diploma

Josh Huber Josh Huber Wilmington, North Carolina Area Details
Josh Huber's American Express Tax & Business Services Experience June 1998 - April 2004
Job
Industry Accounting
Experience
Brunswick Forest, LLC   November 2013 - Present
McGladrey  October 2007 - November 2013
Big Steaks Management   August 2006 - October 2007
Allen Impact Services   December 2004 - August 2006
Premium Distributors of Washington, DC  April 2004 - December 2004
American Express Tax & Business services   June 1998 - April 2004

Skills
Accounting, Audit, Internal Controls, Financial Reporting, GAAP, Auditing, Financial Analysis, Financial Accounting, Forecasting, Revenue Recognition, Consolidation, Cash Flow, Sarbanes-Oxley Act, Internal Audit, US GAAP, Tax, SEC filings, Income Tax, Tax Returns, Tax Accounting, Due Diligence, Tax Preparation, Corporate Tax, General Ledger, Financial Statements, CPA, Finance, Assurance, Sarbanes-Oxley, Partnership Taxation, Forensic Accounting, External Audit, Financial Audits, Variance Analysis, Business Valuation, QuickBooks, Fixed Assets

Education
Loyola University Maryland   1996 — 1999
BBA, Accounting

Loch Raven High School

Kim Harmon, CPA Kim Harmon, CPA Washington D.C. Metro Area Details
Kim Harmon, CPA's American Express Tax & Business Services Experience August 1998 - September 2001
Job VP Client Relations at Safe Harbor Partners
Industry Financial Services
Experience
Independence Wealth Advisors, Inc.   June 2015 - Present
Safe Harbor Partners   June 2015 - Present
Wolters Kluwer, CCH  September 2001 - April 2015
American Express Tax & Business Services   August 1998 - September 2001
Keller, Bruner CPAs, LLP   August 1992 - August 1995
American Chemical Society  October 1991 - August 1992
Deloitte & Touche  January 1990 - October 1991

Skills
Tax, Process Improvement, Corporate Tax, Small Business, CPA, Accounting, SaaS, Auditing, Business Development, Business Planning, Business Process..., Consulting, Financial Accounting, Financial Reporting, Forecasting, Leadership, Management, Management Consulting, Managerial Finance, Mergers, QuickBooks, Strategic Planning, Tax Preparation, Training, Mergers & Acquisitions

Education
George Mason University   2012 — 2013
Graduate Certificate, e-Learning

George Mason University   1990 — 1991
MST, Tax

Eastern Kentucky University   1983 — 1987
BBA, Accounting

Karen Blomquist Karen Blomquist Greater Boston Area Details
Karen Blomquist's American Express Tax & Business Services Experience 2001 - 2006
Job Deputy Commissioner at Massachusetts Division of Insurance
Industry Public Relations and Communications
Experience
Massachusetts Division of Insurance  2012 - Present
Signature Healthcare  2008 - 2011
Preservation of Affordable Housing (POAH)   2006 - 2008
American Express Tax & Business Services   2001 - 2006
CWC Builders  1996 - 2001
Antrim Associates   1986 - 1996

Skills
Corporate Communications, Marketing Strategy, Marketing Communications, Marketing Research, Internal Communications, Community Relations, Community Outreach, Strategic Planning, Strategic Communications, Strategic Partnerships, Writing, Proposal Writing, Speech Writing, Grant Writing, Copy Editing, Website Development, Website Content, Government Relations, Board Presentations, Board Reporting, Government Affairs, Public Relations, Public Policy, Publicity, Desktop Publishing, Teaching, Corporate Social..., Brand Communication, Project Management, Crisis Communications

Education
Bates College
BA, English

Southern Illinois University, Carbondale
MS, Public Administration (Criminology)

Margaret Kolb Margaret Kolb Greater New York City Area Details
Margaret Kolb's American Express Tax & Business Services Experience June 1999 - March 2005
Job Director at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP  February 2007 - Present
McGladrey  March 2005 - February 2007
American Express Tax & Business Services   June 1999 - March 2005
Goldstein Golub Kessler  1991 - 1999

Skills
Accounting, Internal Controls, Auditing, Corporate Tax, Expert Witness, Fraud, Litigation, US GAAP, Financial Analysis, Mergers & Acquisitions, Finance, Management, Due Diligence, Financial Reporting

Education
Pace University - Lubin School of Business   1987 — 1991
Bachelor of Business Administration (BBA), Public Accounting

St. Joseph Hill Academy

Lindsay Goodman Lindsay Goodman Chicago, Illinois Details
Lindsay Goodman's American Express Tax & Business Services Experience 2002 - 2003
Job Senior Employee Benefits Advisor at Morgan, Lewis & Bockius LLP
Industry Legal Services
Experience
Morgan, Lewis & Bockius LLP   August 2014 - Present
Drinker Biddle & Reath LLP  September 2011 - July 2014
McGuireWoods  May 2008 - September 2011
Chuhak & Tecson, P.C.   September 2006 - April 2008
Goldberg, Weisman & Cairo, Ltd.   2003 - 2006
American Express Tax & Business Services   2002 - 2003

Skills
Legal Research, Litigation, Legal Writing, Tax Law, Employee Benefits, Tax, Corporate Law, Mediation, Employment Law, Corporate Governance, Legal Assistance, Westlaw

Education
DePaul University College of Law   2003 — 2006
Doctor of Law (JD), Law

University of Illinois at Urbana-Champaign - College of Business   2001 — 2002
MST, Tax

University of Illinois at Urbana-Champaign - College of Business   1999 — 2001
B.S., Accounting

Pete Wilhelm Pete Wilhelm Washington D.C. Metro Area Details
Pete Wilhelm's American Express Tax & Business Services Experience November 1997 - September 2000
Job VP at Wilhelm and Associates, Ltd.
Industry Accounting
Experience
Wilhelm & Associates, Ltd.   October 2000 - Present
Wilhelm and Associates, Ltd.   October 2000 - Present
American Express Tax & Business Services   November 1997 - September 2000
Barkanic & Ames L.L.C.   October 1989 - November 1997

Skills
Tax, Financial Planners, Income Tax, Trusts, Accounting, Small Business, Tax Advisory, Management, IRS, Estate Law, Outsourcing, Estate Planning, Tax Preparation, Financial Reporting, Strategic Financial..., Personal Finance, Nonprofits, Retirement Planning, Retirement, Management Consulting, Wealth Management, Start-ups, Investments, Due Diligence, QuickBooks, Entrepreneurship, Financial Planning

Education
Southeastern University
Master of Science in Taxation

University of New Hampshire   1973 — 1975
BA, Poli Sci & Business

Bob Beaird Bob Beaird Greater Chicago Area Details
Bob Beaird's American Express Tax & Business Services Experience May 1995 - December 2004
Job Vice President at LTA
Industry Management Consulting
Experience
Liberty Technology Advisors, Inc.   May 2014 - Present
Visular   April 2010 - May 2014
Kelley Management Consulting   December 2008 - July 2010
Holly Hunt  October 2007 - December 2008
The Revere Group, a Division of NTT Data   December 2004 - September 2007
American Express Tax & Business Services   May 1995 - December 2004
Composites One / GLS Companies   1992 - 1995
Premium Plastics   1985 - 1995

Skills
Supply Chain Management, ERP, Manufacturing, Change Management, Strategic Planning, Process Improvement, Team Building, Business Strategy, Project Management, Management Consulting, Business Analysis, Supply Chain, Program Management, Leadership, Business Intelligence, Strategy, Business Process, Cross-functional Team..., Management, CRM, IT Strategy, Mergers & Acquisitions, Project Planning, Outsourcing, Business Transformation, Integration, Vendor Management, Information Technology, Project Portfolio..., Executive Management, PMO, Governance, Acquisition Integration, Cloud Computing, Consulting, Business Process..., Start-ups, Professional Services, IT Management, Business Process..., Enterprise Software

Education
New College of Florida
B.A.

Dmitriy Polyakov Dmitriy Polyakov Greater Chicago Area Details
Dmitriy Polyakov's American Express Tax & Business Services Experience January 1998 - January 2004
Job CPA's, S&P Tax Solutions, LTD.
Industry Accounting
Experience
S&P Tax Solutions, LTD.   February 2004 - Present
American Express Tax & Business Services   January 1998 - January 2004
Price Waterhouse LLP  January 1997 - January 1998

Skills
Tax, Accounting, Tax Research, CPA, Corporate Tax, Financial Reporting, Income Tax, IRS, International Tax, Strategic Planning, Tax Preparation, Financial Analysis, Tax Accounting, Tax Returns, Financial Accounting, General Ledger, QuickBooks, GAAP, Financial Statements, Partnership Taxation, SEC filings, S Corporations, Sarbanes-Oxley Act, Bookkeeping, Strategic Financial..., Account Reconciliation, Financial Planning

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1998 — 2002
MST, Taxation

Stephanie Bartal Lubitz, CPA, MSF Stephanie Bartal Lubitz, CPA, MSF Baltimore, Maryland Area Details
Stephanie Bartal Lubitz, CPA, MSF's American Express Tax & Business Services Experience January 1993 - December 2003
Job Director
Industry Accounting
Experience
Greenspring Consulting LLC   January 2005 - Present
Integrity Consulting  December 2009 - Present
Junior League of Baltimore  June 2009 - May 2010
SC&H Group  October 2007 - November 2009
Smart and Associates LLP  January 2004 - October 2007
American Express Tax & Business Services   January 1993 - December 2003
Wolpoff and Company, LLP   January 1993 - September 1998

Skills
Auditing, Risk Assessment, Outsourcing, Internal Controls, SEC filings, Accounting, Financial Reporting, CPA, GAAP, Financial Analysis, Strategic Planning, Tax, Due Diligence, Internal Audit, Process Improvement, Management Consulting, Mergers & Acquisitions, Nonprofits, Finance, Analysis, Management, Sarbanes-Oxley Act, Leadership, Start-ups, Small Business, Training, Budgets

Education
Loyola University Maryland   1995 — 2000
MSF, Masters of Science in Finance

Loyola University Maryland   1987 — 1991
BBA, Accounting

Fallston High School   1983 — 1987

Catherine Dodson Catherine Dodson Baltimore, Maryland Area Details
Catherine Dodson's American Express Tax & Business Services Experience September 1999 - November 2003
Job
Industry Accounting
Experience
JoS. A. Bank Clothiers, Inc.   June 2005 - April 2015
Avatech Solutions  November 2003 - May 2005
American Express Tax & Business Services   September 1999 - November 2003

Skills
Accounting, Internal Controls, Forecasting, Financial Reporting, Financial Modeling, Budgets, Retail, Financial Analysis, Income Statement, Financial Accounting, Auditing, Financial Audits, Cash Flow, P&L, Managerial Finance, GAAP, US GAAP, Sarbanes-Oxley Act

Education
Rutgers, The State University of New Jersey-Newark   1995 — 1997
BS - Accounting, Accounting and Business/Management, GPA 4.0

Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Accounting and Business/Management, GPA 4.0

Arthur Tomlinson Arthur Tomlinson Greater Los Angeles Area Details
Arthur Tomlinson's American Express Tax & Business Services Experience October 1996 - October 1997
Job Vice PresidentSenior Relationship Manager at Community Bank
Industry Real Estate
Experience
Community Bank  June 2010 - Present
Tomlinson Financial Group   1998 - February 2011
American Express Tax & Business Services   October 1996 - October 1997

Education
Pacific Coast Banking School   1984 — 1987
Management, Management

Pepperdine University   1980 — 1985

Elijah Schaefer Elijah Schaefer Columbus, Ohio Area Details
Elijah Schaefer's American Express Tax & Business Services Experience January 2004 - September 2005
Job Business Finance Lead at Momentive Specialty Chemicals
Industry Chemicals
Experience
Momentive Specialty Chemicals (Formerly Hexion)   December 2007 - Present
RSM McGladrey  October 2005 - December 2007
American Express Tax & Business Services   January 2004 - September 2005

Education
The Ohio State University - The Max M. Fisher College of Business   1997 — 2004
Bachelor's degree, Accounting

Leslie Monaghan Leslie Monaghan United States Details
Leslie Monaghan's American Express Tax & Business Services Experience January 2002 - April 2006
Job Attorney Compensation Manager at McDermott Will and Emery
Industry Accounting
Experience
McDermott Will & Emery LLP  June 2007 - Present
McDermott Will and Emery  April 2006 - May 2007
American Express Tax & Business Services   January 2002 - April 2006
American Express Tax & Business Services   August 1999 - December 2001
FITZGERALD, RYNELL AND BURKETT, LLP   January 1998 - August 1999

Skills
Financial Reporting, Budgets, Account Reconciliation

Education
Northern Illinois University   1995 — 1997
Bachelors, Accounting

Bethany Himsey Bethany Himsey San Francisco Bay Area Details
Bethany Himsey's American Express Tax & Business Services Experience 2003 - 2005
Job Finance Manager at Nestle S.A.
Industry Accounting
Experience
Nestle S.A.   August 2014 - Present
Nestle S.A.   January 2014 - Present
Nestle Dreyer's Ice Cream  August 2011 - Present
Nestle USA  May 2007 - July 2011
Nestle USA  July 2005 - May 2007
American Express Tax & Business Services   2003 - 2005

Skills
Variance Analysis, Financial Reporting, Internal Audit, Cost Accounting, Hyperion Enterprise, Accounting, General Ledger, Finance, Financial Analysis, Financial Accounting, Corporate Finance, Internal Controls, Budgets, US GAAP, Forecasting, Consolidation, Capital Budgeting, Auditing, SAP, Managerial Finance, Strategic Financial..., Financial Modeling, P&L, Accounts Receivable, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Essbase, Accounts Payable, Financial Audits, Fixed Assets, Analysis, JD Edwards, Financial Statements, Revenue Recognition, IFRS, Financial Forecasting, Accruals, SEC filings, Pricing

Education
Bentley University   2001 — 2005
Bachelor of Science, Accountancy

Vinnett Andrews Vinnett Andrews Baltimore, Maryland Area Details
Vinnett Andrews's American Express Tax & Business Services Experience August 2003 - November 2005
Job AVP, Lead Manager at T Rowe Price
Industry Investment Management
Experience
T Rowe Price  November 2005 - Present
American Express Tax & Business Services   August 2003 - November 2005

Education
Morgan State University   1998 — 2000
MBA, Information Systems and Sciences

Bowie State University   1992 — 1996
B.S., Finance

Matthew Morfoot Matthew Morfoot San Diego, California Details
Matthew Morfoot's American Express Tax & Business Services Experience January 2001 - January 2003
Job Assistant Administrative Manager at San Diego Electrical Industry Trusts
Industry Construction
Experience
San Diego Electrical Industry Trusts   September 2012 - Present
Northern Illinois Benefit Funds   September 2003 - August 2012
First Lutheran Church  January 2007 - April 2011
Johnson, Harkness, & Park (Seasonal)   January 2004 - April 2011
American Express Tax & Business Services   January 2001 - January 2003
Kuhn & Company, CPA's   January 1997 - January 2001

Skills
Accounting, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Financial Accounting, Corporate Tax, US GAAP, Income Tax, CPA, Payroll, Auditing

Education
Northern Illinois University - College of Business   2007 — 2007
Master of Business Administration (M.B.A.), Business Administration

Eastern Illinois University   1994 — 1997
Bachelor of Science in Business, Accounting

John Shepardson John Shepardson Greater Atlanta Area Details
John Shepardson's American Express Tax & Business Services Experience April 2002 - October 2003
Job Executive Director Quantitative Tax Services at Ernst & Young
Industry Accounting
Experience
Ernst & Young  June 2010 - Present
First Bank  April 2009 - July 2010
iParametrics, LLC  April 2007 - January 2009
Ernst & Young LLP  November 2003 - April 2007
American Express Tax & Business Services   April 2002 - October 2003
Arthur Andersen LLP  June 1998 - April 2002

Skills
Accounting, Cost Segregation, Data Analysis, Due Diligence, Financial Analysis, Financial Modeling, Tax, Corporate Tax

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2006
MBA, Business Administration; Accounting

University of Michigan   1993 — 1997
B.S.E., Civil Engineering

Keith Dougherty Keith Dougherty Greater New York City Area Details
Keith Dougherty's American Express Tax & Business Services Experience January 1999 - December 2000
Job Controller at Artha Capital Management, Inc.
Industry Investment Management
Experience
Artha Capital Management, Inc.   July 2007 - March 2008
Trigram Capital Management Inc.   April 2006 - June 2007
McKinsey and Company Inc.   March 2004 - March 2006
Citco Fund Services  January 2001 - March 2004
American Express Tax & Business Services   January 1999 - December 2000
Goldstein Golub Kessler & Co., PC   January 1997 - December 1998

Skills
Fund Of Funds, Financial Modeling, Financial Analysis, Alternative Investments, Equities, Hedge Funds, Private Equity, Accounting

Education
Hofstra University   1992 — 1996

George Cairoli George Cairoli Greater New York City Area Details
George Cairoli's American Express Tax & Business Services Experience January 1999 - September 2000
Job Chief Financial Officer at Coltrane Asset Management, L.P.
Industry Investment Management
Experience
Coltrane Asset Management, L.P.   May 2015 - Present
MSDC Management, L.P.   September 2002 - May 2015
Goldman Sachs & Co.   September 2000 - September 2002
American Express Tax & Business Services   January 1999 - September 2000
Goldstein Golub Kessler LLP  November 1997 - December 1998

Skills
Accounting, Hedge Funds, Excel, Financial Reporting, Equities, Analysis, Fixed Income, Options, General Ledger, Alternative Investments, Microsoft Excel, Financial Analysis, Fund Of Funds, Financial Modeling, Valuation, Derivatives, Private Equity

Education
Rutgers, The State University of New Jersey-New Brunswick   1993 — 1997
BS, Accounting

Dana Milwicz Dana Milwicz York, Pennsylvania Details
Dana Milwicz's American Express Tax & Business Services Experience 1997 - 2005
Job Senior Business Analyst at McGladrey
Industry Accounting
Experience
McGladrey  May 2010 - Present
RSM McGladrey  March 1994 - August 2012
American Express Tax & Business Services   1997 - 2005

Skills
Business Process..., Internal Controls, Business Analysis, Accounting, Visio, Business Process, Project Management, Acquisition Integration, Mergers, Requirements Gathering, Microsoft Excel, Access, Analysis, Project Planning, Requirements Analysis, PeopleSoft, Microsoft Office, Risk Management, Finance

Education
Stevenson University   1988 — 1995
Bachelor of Science (B.S.), Computer Accounting

Stevenson University
Bachelor's degree, Accounting and Computer Science

Vincent Palazzolo Vincent Palazzolo Greater New York City Area Details
Vincent Palazzolo's American Express Tax & Business Services Experience 1998 - 2003
Job CFO at CPI Aero
Industry Aviation & Aerospace
Experience
CPI Aero   Managing DirectorAmerican Express TBS1998 - 2003
American Express Tax & Business Services   1998 - 2003
Goldstein Golub Kessler  1988 - 2003
Goldstein, Golub, Kessler & Co., P.C.   1988 - 2003
Goldstein Golub Kessler & Company, P.C.   1988 - 2003
Goldstein Golub Kessler P.C.   1988 - 2003

Education
Hofstra University   1985 — 1988

Alison Alexander Alison Alexander Greater Chicago Area Details
Alison Alexander's American Express Tax & Business Services Experience 2002 - 2005
Job AVP, Finance Operations at CIT
Industry Accounting
Experience
CIT  June 2012 - Present
JPMorgan Chase  July 2011 - June 2012
JPMorgan Chase  February 2011 - July 2011
JPMorgan Chase  September 2008 - February 2011
Stonehenge Capital Company   April 2005 - March 2008
American Express Tax & Business Services   2002 - 2005
Hausser & Taylor  2002 - 2005

Education
The University of Chicago - Booth School of Business   2009 — 2012
MBA, Strategic Management, Finance, Economics

Nanyang Technological University   2011 — 2011
MBA, International Business, Finance

The Ohio State University - The Max M. Fisher College of Business   1997 — 2002
Bachelor of Science in Business Administration, Accounting

Liliana Damo Liliana Damo New York, New York Details
Liliana Damo's American Express Tax & Business Services Experience 2002 - 2004
Job Management Consultant at AIG
Industry Management Consulting
Experience
AIG  June 2004 - Present
American Express Tax & Business Services   2002 - 2004

Education
Erasmus Universiteit Rotterdam
international business

Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)

Hofstra University
Bachelor of Business Administration (BBA)

Jamie Norton Jamie Norton Greater Chicago Area Details
Jamie Norton's American Express Tax & Business Services Experience 2003 - 2005
Job Assistant Director of Finance and Risk Management at Chicago Cubs
Industry Sports
Experience
Chicago Cubs  August 2013 - Present
Chicago Cubs  March 2007 - August 2013
Tribune Company  2005 - 2007
American Express TBS  2003 - 2005
American Express Tax & Business Services   2003 - 2005

Skills
SOX, Accounting, Financial Reporting, Budgeting, Internal Audit, Excel, Financial Analysis, Financial Accounting, Auditing, Forecasting, Budgets, Microsoft Word, Sarbanes-Oxley Act, Microsoft Excel, PowerPoint, Strategic Planning, Data Analysis, Financial Modeling, Managerial Finance, Microsoft Office, Finance, Accounts Payable, Corporate Finance, Internal Controls, Access, QuickBooks, Payroll, Risk Management, General Ledger, Analysis, Account Reconciliation, Variance Analysis, Strategic Negotiations, Financial Statements, Accounts Receivable, Leadership, Business Planning, Strategic Financial..., Sarbanes-Oxley

Education
Miami University   1999 — 2003
BS, Accounting and Finance

Geoffrey Benedict Geoffrey Benedict Baltimore, Maryland Area Details
Geoffrey Benedict's American Express Tax & Business Services Experience January 1999 - September 2006
Job Partner at Benedict & Slack CPAs
Industry Accounting
Experience
Benedict & Slack CPAs, LLC   August 2007 - Present
KA  November 2006 - August 2007
RSM McGladrey  September 2004 - October 2006
American Express Tax & Business Services   January 1999 - September 2006

Skills
Auditing, External Audit, Financial Audits, Financial Reporting, Financial Accounting, Financial Analysis, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Tax Advisory, Country Clubs, Hospitality Industry

Education
Towson University   1994 — 1998
Bachelor or Science Accounting, Accounting

Yolanda Brooks, CPA Yolanda Brooks, CPA Washington D.C. Metro Area Details
Yolanda Brooks, CPA's American Express Tax & Business Services Experience 1999 - 2003
Job Accounting Professional
Industry Accounting
Experience
CNA  2012 - Present
Innoviss, Inc.   December 2008 - July 2011
Argy, Wiltse & Robinson, P.C.   2005 - 2008
Logistics Applications Inc.  2003 - 2005
American Express Tax & Business Services   1999 - 2003

Education
George Mason University   1992 — 1996
BS, Accounting

Chad Weber, CPA Chad Weber, CPA Greater New York City Area Details
Chad Weber, CPA's American Express Tax & Business Services Experience 2005 - 2006
Job Senior Vice President at Guy Carpenter
Industry Financial Services
Experience
Guy Carpenter  April 2015 - Present
Guy Carpenter  February 2013 - March 2015
Marsh & McLennan Companies, Inc.   July 2012 - February 2013
McGladrey & Pullen  October 2009 - July 2010
McGladrey & Pullen  2006 - October 2009
American Express Tax & Business Services   2005 - 2006

Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Auditing, Valuation, Due Diligence, Corporate Finance, Mergers, Strategic Planning

Education
University of Virginia - Darden Graduate School of Business Administration   2010 — 2012
Master of Business Administration (MBA), Investment Banking and Corporate Finance

Miami University   2001 — 2005
Bachelor of Science (BS), Accounting

Kentucky Country Day School   1998 — 2001
High School

Mary Heikkila, CPPM Mary Heikkila, CPPM Greater Minneapolis-St. Paul Area Details
Mary Heikkila, CPPM's American Express Tax & Business Services Experience 1997 - 1999
Job Senior Consultant, Improving Twin Cities
Industry Management Consulting
Experience
Improving Enterprises  August 2014 - Present
The Willow Group  July 2013 - July 2014
Greater Minneapolis/St. Paul area   January 2012 - July 2013
Ameriprise Financial Services, Inc.   November 2009 - December 2011
Ameriprise Financial  August 2006 - November 2009
Ameriprise Financial Services, Inc.   2004 - 2006
Connextion Systems Engineering   2004 - 2004
American Express Financial Advisors  2002 - 2004
GMAC Financial Services  1999 - 2001
American Express Tax & Business Services   1997 - 1999

Skills
Business Analysis, PMO, Requirements Gathering, Business Requirements, SDLC, Visio, Vendor Management, Requirements Analysis, Process Improvement, User Acceptance Testing, Business Process, Business Process Design, Program Management, Business Process..., Risk Management, Project Management, Access, Team Leadership, Change Management, Software Documentation, Financial Services, Testing, Management, Leadership, Analysis, Training, Cross-functional Team..., Consulting

Education
University of St. Thomas   2013 — 2013
Certified Professional Project Manager, Project Management

St. Catherine University   2001 — 2002
General

Annette Marin Annette Marin Greater Los Angeles Area Details
Annette Marin's American Express Tax & Business Services Experience 2000 - 2006
Job Executive Admin Asst at Nadel Architects
Industry Architecture & Planning
Experience
Nadel Architects  Executive Administrative AssistantRSM McGladrey2005 - 2006
American Express Tax & Business Services   2000 - 2006

Education
Cerritos College   1984 — 1986

Brian Blacklaw Brian Blacklaw Greater Chicago Area Details
Brian Blacklaw's American Express Tax & Business Services Experience 1998 - 2005
Job Partner at McGladrey
Industry Financial Services
Experience
McGladrey  1998 - Present
American Express Tax & Business Services   1998 - 2005

Skills
Tax Compliance, Hedge Funds, Accounting, Proprietary Trading, Trading Strategies, Tax, Financial Reporting, Equities, Fund Of Funds, Due Diligence, Finance, Financial Services, Management, Financial Accounting, CPA, Financial Analysis, High Net Worth..., Investments, Auditing, US GAAP, Family Office, Asset Management

Education
DePaul University   1994 — 1997
BS, Commerce

DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Taxation

Henry Breidenbach Henry Breidenbach United States Details
Henry Breidenbach's American Express Tax & Business Services Experience September 2001 - November 2004
Job NA SWG Acquisition Lead / Revenue Recognition at IBM
Industry Computer Software
Experience
IBM  April 2011 - Present
Initiate Systems, an IBM Company   September 2009 - March 2011
Neohapsis  June 2008 - September 2009
SPSS  December 2004 - February 2008
American Express Tax & Business Services   September 2001 - November 2004

Skills
Sarbanes-Oxley Act, Revenue Recognition, Internal Audit, Accounting, Financial Modeling, Mergers & Acquisitions, Internal Controls, US GAAP

Education
Northern Illinois University

Tom Rosenfeld Tom Rosenfeld Chicago, Illinois Details
Tom Rosenfeld's American Express Tax & Business Services Experience 2000 - 2005
Job President, The Corvus Group, Inc.
Industry Financial Services
Experience
The Corvus Group Inc  2005 - Present
The Heartland Cafe   2012 - Present
Earth First Farms   October 2005 - Present
American Express Tax & Business Services   2000 - 2005
Altschuler, Melvoin & Glasser   1989 - 2005
First Security Commercial Mortgage  July 1998 - December 1999

Skills
Asset Managment, Portfolio Management, Privatization, Asset, Public/private..., Accounting, Relationship Management, Banking, Insurance Policies, Loans, Financial Analysis, Finance, Mortgage Lending, Real Estate

Education
University of Illinois at Chicago   1987 — 1989
Bachelor of Science (BS), Accounting

Northern Arizona University   1983 — 1986
Math, Philosophy

Keith Orr Keith Orr Greater Chicago Area Details
Keith Orr's American Express Tax & Business Services Experience 2000 - 2005
Job Owner, Tighe, Kress & Orr, P.C.
Industry Accounting
Experience
Tighe, Kress & Orr, P.C.   September 2007 - Present
Motorola  2005 - 2007
American Express Tax & Business Services   2000 - 2005

Skills
Partnership Taxation, Tax Returns, Corporate Tax, Tax, Tax Preparation, Tax Research, Income Tax, Small Business, CPA, Estate Planning, S Corporations, Strategic Financial...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2004
Master of Science in Taxation, Taxation

DePaul University   1996 — 2000
Bachelor of Science in Commerce, Accounting

Nate Kren Nate Kren Greater Chicago Area Details
Nate Kren's American Express Tax & Business Services Experience November 2002 - April 2004
Job Firefighter/Paramedic at City of Joliet
Industry Public Safety
Experience
City of Joliet  March 2007 - Present
Jones Lang LaSalle  March 2006 - March 2007
Walkabout  May 2004 - February 2006
American Express Tax & Business Services   November 2002 - April 2004

Education
Illinois Wesleyan University   1998 — 2002

Jeanette Olson Jeanette Olson Greater Chicago Area Details
Jeanette Olson's American Express Tax & Business Services Experience 1987 - 2000
Job Tax Director at Private Company
Industry Accounting
Experience
XXXX  2010 - Present
Private Company  2008 - 2010
Sun Times Media  2006 - 2008
Applied Systems  2000 - 2005
American Express Tax & Business Services   1987 - 2000
Indiana  1983 - 1993

Skills
Accounting, Tax

Education
Northern Illinois University
MBA

Neil Sidorak Neil Sidorak Avon, Ohio Details
Neil Sidorak's American Express Tax & Business Services Experience 2001 - 2006
Job Controller at Jenne, Inc.
Industry Wholesale
Experience
Jenne, Inc  November 2012 - Present
Birchwood School  2010 - Present
Maloney + Novotny LLC  January 1996 - October 2012
Hausser + Taylor LLC  1996 - 2007
American Express Tax & Business Services   2001 - 2006

Skills
CPA, Financial Reporting, GAAP, Tax, Tax Preparation, US GAAP, Financial Statements, Internal Controls, Accounting, Auditing, Financial Analysis, Management

Education
Kent State University   1991 — 1995
Bachelor of Business Administration (BBA), Accounting

Christopher Helmrath Christopher Helmrath Baltimore, Maryland Area Details
Christopher Helmrath's American Express Tax & Business Services Experience 2000 - 2005
Job Investment Banking and Strategic Planning
Industry Investment Banking
Experience
SC&H Capital   August 2005 - Present
SC&H Group  2005 - August 2012
Johns Hopkins University - Carey Business School  January 1997 - 2010
Johns Hopkins University  1997 - 2010
American Express  April 2000 - August 2005
American Express Tax & Business Services   2000 - 2005
Household Bank  1985 - 1995

Skills
Business Acquisition, Business Sale, Strategic Planning, Business Valuation, Board of Director..., Business Services, Start-ups, Mergers, Manufacturing, Government, Consumer Products, Board of Directors, Corporate Finance, Financial Modeling, Investment Banking, Healthcare Consulting, Team Facilitation, Consulting, Investments, Managerial Finance, Strategic Financial..., Venture Capital, Accounting, Leadership, Business Strategy, Executive Management, Portfolio Management, Strategy, Management Consulting, Mergers & Acquisitions, Analysis, Management, Due Diligence, Valuation, Program Management, Banking, Capital Markets, Private Equity, Organizational..., Financial Analysis, Tax, Finance, Financial Services, Risk Management, Equities, Financial Advisory, Wealth Management, M&A experience, Economics, CPA

Education
Loyola University Maryland   1987 — 1990
MBA, Finance

Miami University   1981 — 1985
B.S, Economics

Randall Bridgeman Randall Bridgeman Washington D.C. Metro Area Details
Randall Bridgeman's American Express Tax & Business Services Experience May 2003 - October 2005
Job Internal Audit & SOX Manager at McGladrey
Industry Accounting
Experience
McGladrey  October 2014 - Present
McGladrey  May 2012 - Present
CompuGain Corporation  December 2011 - May 2012
Self Employed  November 2010 - November 2011
Proctor, Crook & Crowder CPA's   December 2006 - July 2009
McGladrey  October 2005 - December 2006
American Express Tax & Business Services   May 2003 - October 2005

Skills
Auditing, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, GAAP, Internal Audit, Enterprise Risk..., Financial Analysis, Sarbanes-Oxley, SEC filings, US GAAP, Assurance, External Audit

Education
Central Connecticut State University   1976 — 1980
BS, Accounting

Kurt Detamore, PMP Kurt Detamore, PMP Indianapolis, Indiana Area Details
Kurt Detamore, PMP's American Express Tax & Business Services Experience June 1994 - July 1995
Job Operations Manager at RCR Technology
Industry Information Technology and Services
Experience
RCR Technology  March 2014 - Present
RCR Technology  June 2009 - Present
RCR Technology  November 2012 - March 2014
RCR Technology  May 2010 - December 2012
IBM  February 2009 - May 2009
IBM  February 2001 - February 2009
Tivoli Systems  1998 - 2001
Emergent Solutions Group   1998 - 1998
Ontario Systems  1996 - 1998
American Express Tax & Business Services   June 1994 - July 1995

Skills
SDLC, Software Development, Solution Architecture, Requirements Analysis, Systems Analysis, Disaster Recovery, Process Improvement, Testing, Analysis, IT Strategy, Program Management, DB2, Management, Integration, Project Management, Enterprise Software, Change Management, Business Process, MS Project, IT Management, Leadership, Networking, Infrastructure, Vendor Management, Software Project..., SharePoint, Requirements Gathering, Visio, Business Intelligence, Enterprise Architecture, Business Analysis, IT Service Management, ITIL, Consulting

Education
Ball State University
MS, Computer Science

Purdue University - Krannert School of Management   1989 — 1993
BS, Accounting & Industrial Management

Alan Greer Alan Greer Greater Chicago Area Details
Alan Greer's American Express Tax & Business Services Experience 2000 - 2005
Job US Controller at Alma Lasers
Industry Accounting
Experience
Alma Lasers  September 2007 - Present
RSM McGladrey  September 2005 - September 2007
McGladrey & Pullen  September 2005 - September 2007
American Express Tax & Business Services   2000 - 2005

Education
Indiana University - Kelley School of Business   1996 — 2000

Natalie Matz Natalie Matz Greater Chicago Area Details
Natalie Matz's American Express Tax & Business Services Experience 1997 - 2004
Job Owner at Matz CPA Group, Ltd.
Industry Accounting
Experience
Matz CPA Group, Ltd.   January 2010 - Present
Stanley Zilber & Associates   April 2004 - December 2009
American Express Tax & Business Services   1997 - 2004

Skills
Accounting, Partnership Taxation, Tax, Corporate Tax, Tax Preparation, Auditing, Budgets, Financial Reporting, QuickBooks, Small Business

Education
DePaul University   1991 — 1995

Jim Hosking Jim Hosking Greater Chicago Area Details
Jim Hosking's American Express Tax & Business Services Experience January 1999 - September 2005
Job Managing Director at Hosking Healthcare Consulting LLC
Industry Hospital & Health Care
Experience
Hosking Healthcare Consulting LLC   January 2015 - Present
Hosking Klute Healthcare   May 2008 - December 2014
RSM McGladrey  October 2005 - April 2008
American Express Tax & Business Services   January 1999 - September 2005
TriBrook/AM&G   September 1996 - December 1998
Coopers & Lybrand  April 1988 - August 1996
Herman Smith Associates   June 1973 - March 1988

Skills
Hospitals, Planning, Management Consulting, Healthcare, Healthcare Consulting, Business Planning, Business Process..., Strategy, Project Planning, Strategic Planning, Budgets, Healthcare Management, Mergers & Acquisitions, Project Management, Performance Improvement, Business Development, Leadership Development, Process Improvement, Consulting, Program Management, Entrepreneurship, Leadership, Change Management, Executive Management, Management, Team Building, Contract Negotiation, Healthcare Industry, Organizational..., Start-ups, Business Strategy, Operations Management, Vendor Management, Performance Management, CRM, Outsourcing, Cross-functional Team..., Business Transformation, Business Analysis

Education
The University of Chicago Booth School of Business   1971 — 1973
MBA, Hospital Administration

University of Michigan   1967 — 1971
BSE, Industrial Engineering

Iron Mountain High School   1963 — 1967

Kevin Slack Kevin Slack Baltimore, Maryland Area Details
Kevin Slack's American Express Tax & Business Services Experience 1998 - 2004
Job Owner, Benedict & Slack CPAs
Industry Accounting
Experience
Benedict & Slack CPAs   ManagerKAWG&F2004 - 2007
American Express Tax & Business Services   1998 - 2004
American Express Tax & Business Services (Acquired Wolpoff & Co)   1994 - 2004
Wolpoff & Company LLP   1994 - 1998

Skills
Financial Analysis, Corporate Tax

Education
Salisbury University   1989 — 1992

Brian Cuomo Brian Cuomo Baltimore, Maryland Area Details
Brian Cuomo's American Express Tax & Business Services Experience 2000 - 2002
Job Senior Vice President Finance at TridentUSA Health Services
Industry Accounting
Experience
Trident USA Health Services  November 2009 - Present
APS Healthcare  March 2008 - December 2009
ADP  October 2003 - March 2008
American Express Tax & Business Services   2000 - 2002
American Express Tax And Business  2000 - 2002
Clifton Gunderson LLP  1998 - 1999

Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Auditing, Internal Controls, Sarbanes-Oxley, Financial Modeling, Mergers, Forecasting, Leadership, Analysis, Accounts Receivable, Finance, Account Reconciliation, Mergers & Acquisitions

Education
University of Maryland University College   2005 — 2008
MBA, Business & Global Economics

Towson University   1994 — 1997
Bachelor's Degree, Accounting

David Starkston David Starkston Greater Chicago Area Details
David Starkston's American Express Tax & Business Services Experience 1999 - 2005
Job Director at McGladrey LLP
Industry Accounting
Experience
McGladrey  January 1997 - Present
McGladrey & Pullen  1997 - Present
American Express Tax & Business Services   1999 - 2005
Checkers, Simon & Rosner LLP   1986 - 1997

Skills
Partnership Taxation, Tax, Tax Research, Income Tax, Accounts Payable, Corporate Tax, CPA, GAAP, Tax Preparation, Tax Accounting, Tax Returns

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1986 — 1988
MST, Taxation

Illinois State University   1979 — 1983
BS, Accounting

Michael Mullee Michael Mullee Cleveland/Akron, Ohio Area Details
Michael Mullee's American Express Tax & Business Services Experience 2002 - 2005
Job Shareholder, Maloney + Novotny LLC
Industry Accounting
Experience
Maloney + Novotny LLC  November 2007 - Present
Hausser + Taylor  January 1988 - November 2007
RSM McGladrey  2005 - 2007
American Express Tax & Business Services   2002 - 2005

Skills
Accounting, Tax, CPA

Education
Cleveland State University
Master of Business Administration (M.B.A.), Accounting and Finance

Cleveland State University   1983 — 1987
Bachelor of Business Administration (BBA), Accounting

Benjamin Hoover Benjamin Hoover Greater Chicago Area Details
Benjamin Hoover's American Express Tax & Business Services Experience November 2003 - September 2005
Job Senior Fund Accountant at Caledonian Fund Services (USA), LLC
Industry Financial Services
Experience
Caledonian Fund Services (USA), LLC   AssociateRSM McGladreyOctober 2005 - May 2006
American Express Tax & Business Services   November 2003 - September 2005

Education
Illinois Wesleyan University   1999 — 2003

Lauren Schultz Lauren Schultz Charlotte, North Carolina Area Details
Lauren Schultz's American Express Tax & Business Services Experience January 2005 - July 2005
Job CLO Compliance & Operations Manager at American Capital
Industry Financial Services
Experience
American Capital  January 2011 - Present
American Capital  January 2009 - December 2010
American Capital  March 2006 - December 2010
RSM McGladrey (formerly American Express Tax & Business Services)   July 2005 - March 2006
American Express Tax & Business Services   January 2005 - July 2005
CDR Associates  February 2002 - December 2004

Skills
CLO, Alternative Investments, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Corporate Finance

Education
Towson University   1998 — 2002
Bachelors, Business Adminstration with concentration in Finance

Jessica Mullins Jessica Mullins Baltimore, Maryland Area Details
Jessica Mullins's American Express Tax & Business Services Experience 2001 - 2005
Job Partnership Finance, New Enterprise Associates
Industry Accounting
Experience
New Enterprise Associates  August 2008 - Present
RSM McGladrey  June 2001 - August 2008
American Express Tax & Business Services   2001 - 2005

Skills
Internal Controls, GAAP, Financial Reporting, Private Equity, Due Diligence, Financial Analysis, Tax, CPA, Corporate Tax, Mergers & Acquisitions, Financial Modeling, Income Tax, US GAAP, Auditing, Accounting, SEC filings, Valuation, Financial Accounting

Education
Loyola University Maryland   2002 — 2005
MBA, Finance

Towson University   1999 — 2002
Accounting

La Toya McCord La Toya McCord Westchester, Illinois Details
La Toya McCord's American Express Tax & Business Services Experience 2002 - 2004
Job Experienced Retail Manager and Accountant
Industry Nonprofit Organization Management
Experience
Goodwill Industries of Southeastern Wisconsin, Inc.   April 2012 - Present
ALDI Stores  October 2004 - March 2012
American Express Tax & Business Services   2002 - 2004
Arthur Andersen, LLP  1999 - 2002

Education
National Louis University   2013 — 2015
Business Administration and Management, General

Northern Illinois University   1992 — 1996

Duane Egstad Jr Duane Egstad Jr Greater Minneapolis-St. Paul Area Details
Duane Egstad Jr's American Express Tax & Business Services Experience March 2004 - March 2005
Job Financial Analyst V at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   August 2012 - Present
Ally (GMAC) ResCap   September 2008 - February 2012
Ally (GMAC) ResCap   October 2005 - September 2008
American Express Tax & Business Services   March 2004 - March 2005
American Express Tax & Business Services   September 2000 - March 2004
Ameriprise  November 1997 - September 2000

Skills
Microsoft Excel, Forecasting, Financial Reporting, Finance, Hyperion Enterprise, Essbase, Access, General Ledger

Education
Minnesota State University, Moorhead   1990 — 1995
BS, Finance, minor in Accounting

Rick Barnvos Rick Barnvos Greater Chicago Area Details
Rick Barnvos's American Express Tax & Business Services Experience September 2001 - December 2006
Job Senior tax manager at SKW,CPAS
Industry Accounting
Experience
Schneiderman, Kohn & Winston, Ltd.   November 2013 - Present
Plante & Moran  January 2007 - November 2013
RSM McGladrey  September 2001 - December 2006
AMERICAN EXPRESS TAX & BUSINESS SERVICES   September 2001 - December 2006
Picker & Associates, CPA's   November 1995 - September 2001

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1997 — 2002
MST, Taxation

University of Illinois at Urbana-Champaign - College of Business   1986 — 1990
BS, Accounting

Adlai E. Stevenson   1982 — 1986
General studies

Cecelia Kash-Valenti Cecelia Kash-Valenti Greater New York City Area Details
Cecelia Kash-Valenti's American Express Tax & Business Services Experience 1996 - 2004
Job Corporate Director of Human Resources
Industry Accounting
Experience
CohnReznick LLP  December 2004 - Present
JH Cohn, LLP  2004 - Present
CohnReznick LLP  2004 - 2013
American Express Tax & Business Services   1996 - 2004
American Express TBS  1996 - 2004
Seymour Schneidman & Associates   1990 - 1996
Spicer & Oppenheim (OAD)   1986 - 1990
Price Waterhouse  1975 - 1986

Skills
Human Resources, Talent Acquisition, Succession Planning, Talent Management, Recruiting, Organizational..., Process Improvement, Change Management, Leadership, Strategic Planning, College Recruiting, Onboarding, Performance Management, Interviews, Management, Revenue Recognition, US GAAP, Accounts Payable, Tax, Auditing, Management Consulting, Accounts Receivable, Nonprofits, Budgets, Internal Audit, Accounting, General Ledger, Forensic Accounting, Sarbanes-Oxley, Training, CPA, Sarbanes-Oxley Act

Education
Brooklyn College

Vinnett Mason Vinnett Mason Baltimore, Maryland Area Details
Vinnett Mason's American Express Tax & Business Services Experience April 2003 - November 2005
Job Lead Manager, Compliance US Investment Services at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  February 2014 - Present
T. Rowe Price  May 2011 - February 2014
T Rowe Price  August 2008 - July 2011
T. Rowe Price  November 2005 - August 2008
American Express Tax & Business Services   April 2003 - November 2005

Skills
Analysis, Mutual Funds, Series 7, Series 63, 401k, Investments, Financial Analysis, Retirement, Process Improvement, Series 24, Defined Benefit, Business Process..., Accounting, Business Analysis, Strategic Planning, Change Management, Finance, SDLC, Project Management

Education
Bowie State University
B.S., Finance

Morgan State University
MBA, Information Systems and Sciences

Mark Mandell, CPA, MST Mark Mandell, CPA, MST Greater Chicago Area Details
Mark Mandell, CPA, MST's American Express Tax & Business Services Experience 1998 - 2007
Job President, Mandell Advisory Group, Ltd Tax, Accounting and Business Consultants
Industry Accounting
Experience
Mandell Advisory Group, Ltd   January 2007 - Present
RSM McGladrey  2006 - 2007
American Express Tax & Business Services   1998 - 2007

Skills
Tax, Trusts, Partnership Taxation, Tax Planning, Corporate Tax Planning, High Net Worth..., Accounting, Financial Planners, Small Business, CPA, Corporate Tax, Tax Accounting, Financial Analysis, Management, Tax Returns, Income Tax, Business Valuation, Tax Preparation, International Tax, Tax Research, Financial Reporting, Auditing

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1987 — 1989
Master of Science in Taxation, Taxation

University of Illinois at Urbana-Champaign - College of Business   1972 — 1976
Bachelor of Science in Accounting, Accounting

Laurie Price Laurie Price Cleveland/Akron, Ohio Area Details
Laurie Price's American Express Tax & Business Services Experience January 2003 - April 2004
Job President at HHL Group, Inc.
Industry Accounting
Experience
HHL Group, Inc.   2003 - Present
HHL Group, Inc.   2003 - Present
Western Reserve Bank  June 2004 - July 2005
American Express Tax & Business Services   January 2003 - April 2004
ZTKC FInancial Services   January 1997 - January 2001
Midcap & Co   January 1996 - January 1997

Skills
Professional Services, Personal Financial..., Small Business, CPA, Finance, Tax, New Business Development, Management, Financial Services, Real Estate, Strategic Financial..., Estate Planning, Customer Service, Tax Preparation, Outstanding..., Forensic Accounting, Leadership, Accounting, Mergers & Acquisitions, Income Tax, LLC, Financial Analysis, Business Planning, High Net Worth..., QuickBooks, Cash Flow, Financial Planning

Education
Baldwin-Wallace College   1993 — 1995
Bachelor of Business Administration, Accounting

David McGoldrick David McGoldrick Greater Los Angeles Area Details
David McGoldrick's American Express Tax & Business Services Experience 1988 - 1993
Job Partner Les Shapiro & Company, LLP
Industry Accounting
Experience
Les Shapiro & Company, LLP   October 1995 - Present
American Express Tax & Business Services   1988 - 1993

Skills
Tax Planning and..., Audited Financial..., Financial Planning for..., Financial Planning, Management Consulting, Estate Planning, Tax, Income Tax, Tax Preparation, Retirement Planning, Accounting, Corporate Tax, Audit, Tax Returns, Tax Compliance, Auditing, S Corporations, Tax Services, Financial Reporting, Sales Tax, Bookkeeping, Small Business, IRS, Strategic Financial..., Estate Tax Planning, Business Valuation

Education
California State University-Northridge   1979 — 1981
Bachelor Science, Degree in Accounting

Dennis Mishler Dennis Mishler Elkhart, Indiana Area Details
Dennis Mishler's American Express Tax & Business Services Experience September 1989 - December 1994
Job Independent Accounting Professional
Industry Accounting
Experience
Dennis K. Mishler, CPA   June 1983 - March 2009
Coppes Napanee Co., Inc.   May 2004 - April 2007
Classic Design Interiors, Inc.   September 2000 - December 2001
G.C.I., Inc.   September 1999 - August 2000
American Express Tax & Business Services   September 1989 - December 1994
Holdeman, Fulmer, Chiddister & Co., CPA's   October 1981 - June 1983

Education
Ball State University - College of Business   1975 — 1979
Accounting, Business, History, Humanities, Mathematics

Kendra Steele Kendra Steele United States Details
Kendra Steele's American Express Tax & Business Services Experience March 1995 - August 1999
Job Controller at Cohen Financial
Industry Real Estate
Experience
Cohen Financial  ControllerSportscopeAugust 1999 - October 2002
American Express Tax & Business Services   March 1995 - August 1999

Skills
Due Diligence, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, GAAP, Valuation, Business Analysis, Real Estate, Cash Management, Budgets, Strategic Planning, Banking, Financial Accounting, Auditing, General Ledger, Start-ups, Management Consulting, Internal Controls, Process Improvement, Business Planning, Mergers & Acquisitions

Education
Illinois State University   1983 — 1988
BS, Accounting

Jeff Tiedens Jeff Tiedens Greater Minneapolis-St. Paul Area Details
Jeff Tiedens's American Express Tax & Business Services Experience March 1998 - March 1999
Job at
Industry Consumer Goods
Experience
McKesson Medical - Surgical  June 2013 - Present
Navarre Corporation  January 2013 - June 2013
Navarre Corporation  April 2012 - June 2013
Valspar Corporation  June 2004 - March 2012
Multifoods US Consumer Products   February 2003 - June 2004
Integris Metals  March 2002 - January 2003
ADC Telecommunications  August 2000 - March 2002
ADC Telecommunications  1998 - 2001
The Pillsbury Company  1996 - 2000
American Express Tax & Business Services   March 1998 - March 1999

Skills
Accounts Receivable, Credit, Invoicing, Financial Analysis, Process Improvement, Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, SAP, Microsoft Excel, Customer Service, Analysis, Negotiation, Budget, Cash Management, Managerial Finance, Corporate Finance, Financial Accounting, Pricing, Microsoft Word, Financial Modeling, Risk Management, Account Management, Credit Risk, Management, Internal Controls, Business Planning, Outlook, Account Reconciliation, Internal Audit, Finance, Budgets, Cash Flow, Auditing, Strategic Financial..., Six Sigma, General Ledger, Access, Accounts Payable, Business Process..., Cash Flow Forecasting, ERP, JD Edwards, Mergers & Acquisitions, Treasury Management, Inventory Management, Acquisition Integration, Business Networking

Education
Bethel University   2007 — 2009
Business Mgmt, Business

North Hennepin Community College   2004 — 2007
Associate of Arts and Sciences (A.A.S.), Business Management

North Community High School   1977 — 1981
Graduated -genereal studies

Shelba Meek Shelba Meek Cleveland/Akron, Ohio Area Details
Shelba Meek's American Express Tax & Business Services Experience August 1998 - January 2005
Job Sole Practioner at Shelba D. Meek, EA
Industry Accounting
Experience
Shelba D. Meek, EA   February 2009 - Present
Skoda Minotti CPAs   August 2008 - January 2009
Barnes Wendling CPAs, Inc  August 2005 - August 2008
American Express Tax & Business Services   August 1998 - January 2005
Ciuni & Panichi, a large local CPA firm.   August 1997 - August 1998
National Employee Benefit Services   January 1995 - December 1996
Zinner & Co   September 1990 - January 1995

Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Law, Tax Accounting, Accounting, Tax, Personal Income Tax..., Tax Research, International Tax, Tax Returns, Sales Tax, CPA, Payroll, Auditing, GAAP, Finance, S Corporations, Financial Statements, Financial Accounting, Partnership Taxation, General Ledger, Internal Controls, QuickBooks, IRS, Trusts, Strategic Financial..., Use Tax, Financial Planners, Depreciation, Forensic Accounting, Tax Advisory, Fixed Assets, Mergers & Acquisitions

Education
Cleveland State University
Accounting

Kent State University
Bachelor of Fine Arts (BFA), Advertising and Design

The University of Akron
Master of Taxation

Nadiya Bhat Nadiya Bhat Greater New York City Area Details
Nadiya Bhat's American Express Tax & Business Services Experience January 1998 - October 1998
Job Director, US Tax Reporting at National Grid
Industry Utilities
Experience
National Grid  Tax ManagerMarketAxessApril 2006 - October 2008
RBSM LLP  December 2004 - April 2006
Constellation Energy  January 2003 - December 2004
Reznick Group  December 2001 - January 2003
KPMG  1998 - 2001
American Express Tax & Business Services   January 1998 - October 1998

Education
Towson University   1996 — 1999
B.S., Accounting

Kitty Hermes Kitty Hermes Ada, Michigan Details
Kitty Hermes's American Express Tax & Business Services Experience 1998 - 2000
Job CPA, MBA
Industry Accounting
Experience
Pittman, Powers & Associates   October 2000 - 2013
American Express Tax & Business Services   1998 - 2000
Jay Flinton, CPA   1998 - 1998

Skills
CPA, Tax Preparation, Payroll Taxes, Tax Planning, QuickBooks, Tax Research, GAAP, Partnership Taxation, Accounting, Journal Entries, Tax

Education
Eastern Kentucky University
BS, Recreation & Parks Administration

University of Central Oklahoma
Accounting

Webster University
MBA, Concentration in Business Administration, with an emphasis in Human Resource Development

Victoria Abramov Victoria Abramov Greater New York City Area Details
Victoria Abramov's American Express Tax & Business Services Experience July 1998 - August 2004
Job Principal at Berdon
Industry Real Estate
Experience
Berdon LLP  June 2012 - Present
Deloitte  February 2010 - June 2012
The Praedium Group  August 2004 - February 2010
American Express Tax & Business Services   July 1998 - August 2004

Skills
Private Equity, Valuation, International Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax, Tax Advisory, Asset Managment, Financial Analysis, CPA, High Net Worth..., Investments, Income Tax, Real Estate, Accounting, Private Equity Funding, Asset Management, Corporate Tax, SEC filings

Education
City University of New York-Brooklyn College   1987 — 1991
BS, Accounting

Jennifer Carle Jennifer Carle Columbus, Ohio Area Details
Jennifer Carle's American Express Tax & Business Services Experience September 2004 - September 2005
Job Senior Accountant at JP Morgan Chase
Industry Accounting
Experience
JP Morgan Chase  January 2011 - Present
Cleveland Job Corps Academy   July 2010 - January 2011
McGladrey & Pullen  October 2005 - March 2009
American Express Tax & Business Services   September 2004 - September 2005

Skills
Auditing

Education
Kent State University   1999 — 2004
Bachelor of Business Administration, Accounting and Finance

Audrey Pfeiffer Audrey Pfeiffer San Francisco, California Details
Audrey Pfeiffer's American Express Tax & Business Services Experience September 1999 - October 2005
Job Director at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP  September 1999 - Present
American Express Tax & Business Services   September 1999 - October 2005

Skills
Tax Research, Tax, Income Tax

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2004
MST, Master of Science in Taxation

DePaul University   1995 — 1999
B.S., Accountancy

David Muchnik David Muchnik Greater New York City Area Details
David Muchnik's American Express Tax & Business Services Experience 1999 - 2001
Job Tax Manager at Smith Management LLC
Industry Financial Services
Experience
Smith Management LLC  September 2004 - Present
PricewaterhouseCoopers  February 2001 - September 2004
American Express Tax & Business Services   1999 - 2001

Skills
Tax, Trusts, Alternative Investments, Tax Research, Hedge Funds, Tax Accounting, Partnership Taxation, CPA, Tax Returns

Education
Baruch College, City University of New York (CUNY)   1998 — 2001
MS, Taxation

La Trobe University   1988 — 1990
BSc, Accounting

Yavneh College   1975 — 1986
High School Diploma

Karen Hefner Karen Hefner Greater Minneapolis-St. Paul Area Details
Karen Hefner's American Express Tax & Business Services Experience October 1998 - October 2005
Job Sr Accountant at CJMn Ltd Tax & Business Services
Industry Accounting
Experience
CJMn Ltd Tax & Business Services   April 2011 - Present
H&R Block Tax & Business Services   October 2005 - March 2011
American Express Tax & Business Services   October 1998 - October 2005

Skills
Excel, Outlook, Word, Microsoft Office, Income Tax

Education
San Diego State University-California State University   1973 — 1975
BA, EDUCATION

University of Nebraska-Lincoln   1970 — 1972
Education

Richard Tramont Richard Tramont Cleveland/Akron, Ohio Area Details
Richard Tramont's American Express Tax & Business Services Experience February 2001 - August 2004
Job Technology Consultant
Industry Computer Networking
Experience
Tramont Consulting   January 2007 - Present
Padua Franciscan High School  December 2005 - Present
Pro OnCall Technologies  August 2004 - December 2005
American Express Tax & Business Services   February 2001 - August 2004

Skills
Technical Support, Information Technology, Network Design, Network Security, Disaster Recovery, Networking, Security

Education
University of Phoenix   2008 — 2010
MSIT, Information Technology

University of Phoenix   2003 — 2008
BSIT, Information Technology

Cuyahoga Community College   1993 — 1995
AA, Business, Computer Science

Laura Jagdman Laura Jagdman Baltimore, Maryland Area Details
Laura Jagdman's American Express Tax & Business Services Experience 2002 - 2006
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey  December 2002 - Present
American Express Tax & Business Services   2002 - 2006
Grant Thornton  July 1995 - December 2002

Skills
Tax Preparation, Tax, Corporate Tax, Tax Research, Accounting, CPA, Partnership Taxation

Education
Loyola University Maryland
BS, Accounting

University of Baltimore
Master, Taxation

Angelica M. Jacobs, CPA Angelica M. Jacobs, CPA Charlotte, North Carolina Area Details
Angelica M. Jacobs, CPA's American Express Tax & Business Services Experience 2003 - 2006
Job CPA at Gordon, Keeter & Co.
Industry Accounting
Experience
Gordon, Keeter & Co.   October 2007 - Present
Newberry, Gordon & Shuford   2008 - 2010
American Express Tax & Business Services   2003 - 2006
Security One System, Inc.   1998 - 2001

Skills
Corporate Tax, Tax Preparation, CPA, Partnership Taxation, US GAAP, Financial Reporting, QuickBooks, S Corporations, General Ledger, Bookkeeping, Fixed Assets, Account Reconciliation, Cash Flow, Compilation, Variance Analysis, GAAP, Accounting, Internal Controls, Financial Accounting, Financial Statements, Tax Returns, Income Tax

Education
Florida Atlantic University   1998 — 2004
Bachelors, Accounting

Miami Dade College   1994 — 1996
Associate of Arts (A.A.), Accounting

South Miami Senior High   1991 — 1994
High School, High School/Secondary Diplomas and Certificates

Alrick Davis Alrick Davis Greater New York City Area Details
Alrick Davis's American Express Tax & Business Services Experience January 2001 - December 2005
Job Owner, Visionary Outsourceing Professional
Industry Financial Services
Experience
Visionary Outsourceing Professional   May 2009 - Present
Visionary Outsourcing Professionals   May 2009 - Present
American Express Bank  February 2005 - March 2009
American Express  February 1987 - March 2009
Standard Chartered Bank  2008 - 2009
American Express Tax & Business Services   January 2001 - December 2005
Consumer Credit Card Group   December 2000 - January 2001
Shared Services  November 1998 - December 2000
Latin American & Caribbean   December 1995 - November 1998
Irvington N   May 1985 - February 1987

Education
Florida A&M University
BA, Accounting

Pace University
MBA, Finance

Ken Switzer CPA Ken Switzer CPA Columbus, Ohio Area Details
Ken Switzer CPA's American Express Tax & Business Services Experience October 1987 - January 2005
Job Partner at Switzer & Roy LLC
Industry Accounting
Experience
Switzer & Roy LLC   February 2012 - Present
H&R Block Tax & Business Services   January 2005 - January 2012
American Express Tax & Business Services   October 1987 - January 2005
Henretta & Associates CPAs   October 1980 - October 1987
Ashland Chemical Co.  July 1978 - October 1980

Skills
Accounting, Management, Financial Reporting, Financial Statements, Tax, General Ledger, Microsoft Office, Consulting, Income Tax, Project Planning, CPA, Start-ups, Small Business, Budgets, Tax Preparation, Financial Analysis, Tax Returns, QuickBooks, Bookkeeping

Education
The Ohio State University   1974 — 1978
B.S., Accounting

John Reppucci John Reppucci Greater Boston Area Details
John Reppucci's American Express Tax & Business Services Experience November 1989 - January 2005
Job Owner at Tax & Business Services of N.E.
Industry Accounting
Experience
Tax & Business Services of N.E.   March 2011 - Present
John Reppucci, EA   February 2011 - February 2011
H&R Block Tax & Business Services   January 2005 - January 2011
American Express Tax & Business Services   November 1989 - January 2005
Tax Systems of America   September 1987 - November 1989

Education
Salem State College   1977 — 1981
Bachelor of Science, Accounting

Charlene Hellmann, CPA Charlene Hellmann, CPA Towson, Maryland Details
Charlene Hellmann, CPA's American Express Tax & Business Services Experience June 1998 - May 2001
Job Sr. Tax Accountant at Stanley Black & Decker , Inc.
Industry Consumer Goods
Experience
Stanley Black & Decker , Inc.   February 2007 - Present
Carlozo & Company, P.A.   November 2001 - February 2007
American Express Tax & Business Services   June 1998 - May 2001

Skills
Federal Taxation, State Taxation, International Tax, Tax, Journal Entries, Property Tax, State Tax, IRS, Tax Research, Tax Accounting, Corporate Tax, CPA, Tax Returns

Education
Towson University
B.S., Accounting

Richard Gaines Richard Gaines Miami/Fort Lauderdale Area Details
Richard Gaines's American Express Tax & Business Services Experience December 1999 - August 2001
Job Seeking New Employment Opportunities
Industry Financial Services
Experience
RG Tax and Business Services   May 2012 - Present
Fund Tax Services LLC  January 2015 - September 2015
Fulvio & Associates LLP  January 2013 - December 2014
Ernst & Young LLP  February 2002 - April 2012
American Express Tax & Business Services   December 1999 - August 2001
CIBC Oppenheimer  August 1987 - May 1999
Oppenheim Appel Dixon & Co CPAs   1982 - July 1987

Skills
Hedge Funds, Tax, Corporate Tax, Income Tax, Private Equity

Education
City University of New York-Brooklyn College
BS, Accounting

Owen McDonald Owen McDonald Greater Chicago Area Details
Owen McDonald's American Express Tax & Business Services Experience December 1997 - May 2003
Job Financial and Accounting Professional
Industry Financial Services
Experience
Owen McDonald, CPA   January 2010 - Present
Riha Design Group, Inc.   December 2003 - December 2009
American Express Tax & Business Services   December 1997 - May 2003
Checkers Simon & Rosner  April 1980 - November 1997

Education
Regis University
BS, Accounting

Arthur Tomlinson Arthur Tomlinson Greater Los Angeles Area Details
Arthur Tomlinson's American Express Tax & Business Services Experience October 1996 - January 1998
Job Vice President at Community Bank
Industry Financial Services
Experience
Community Bank  June 2010 - Present
Tomlinson Financial Group   January 1998 - June 2010
American Express Tax & Business services   October 1996 - January 1998
Bank of California  October 1990 - October 1996
Security Pacific National Bank  September 1981 - October 1990

Skills
Small Business Lending, Credit Analysis, Underwriting, Mortgage Lending, Commercial Lending

Education
Pacific Coast Banking School
Certificate of Completion, University of Washington

Pepperdine University
Bachelor's degree, Business Administration and Management, General

Jackie Hansen, CPA Jackie Hansen, CPA Allentown, Pennsylvania Area Details
Jackie Hansen, CPA's American Express Tax & Business Services Experience January 2003 - August 2003
Job Regulatory Accounting Manager at PPL Electric Utilities Corp
Industry Accounting
Experience
PPL Electric Utilities  October 2014 - Present
Bosch Rexroth  August 2013 - October 2014
Ernst & Young  June 2004 - August 2013
Towson University  February 2004 - September 2005
American Express Tax & Business Services   January 2003 - August 2003

Skills
US GAAP, Internal Controls, Auditing, GAAP, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Reporting, IFRS, CPA, Accounting, Big 4, Internal Audit, Sarbanes-Oxley, Financial Analysis, Financial Statements, Tax

Education
Towson University   2001 — 2005
Bachelor of Science, Accounting, Psychology (minor)

Northampton Community College   2015 — 2016
Leadership Lehigh Valley

Ernest Kirsch Ernest Kirsch Greater Chicago Area Details
Ernest Kirsch's American Express Tax & Business Services Experience February 1997 - September 2005
Job Owner, Ernest Kirsch CPA
Industry Accounting
Experience
Ernest Kirsch CPA   May 2010 - Present
McGladrey  September 2005 - April 2010
American Express Tax & Business Services   February 1997 - September 2005

Skills
Income Tax, Corporate Tax, CPA, Tax, Tax Research, Tax Returns, Partnership Taxation, Tax Preparation, Accounting, S Corporations

Education
DePaul University   1960 — 1964
Bachelor of Science (BS), Accounting

Roosevelt High School Chicago   1956 — 1960

Marivic Sullivan Marivic Sullivan San Francisco Bay Area Details
Marivic Sullivan's American Express Tax & Business Services Experience April 1994 - January 2005
Job CPA at H&R Block
Industry Retail
Experience
Yerina, Pascual,Dizon, Inc.   November 2011 - Present
H & R Block tax & business svcs.   January 2005 - October 2011
American Express tax & business services   April 1994 - January 2005

Skills
Auditing, Tax Accounting, Consultancy

Education
Ateneo de Manila University
MBA

University of Santo Tomas
BS, Commerce major in Accounting

Ryan Basch Ryan Basch Cleveland/Akron, Ohio Area Details
Ryan Basch's American Express Tax & Business Services Experience January 2005 - May 2005
Job Internal Auditor at STERIS Corporation
Industry Accounting
Experience
STERIS Corporation  July 2014 - Present
Charles E. Harris & Associates   February 2012 - July 2014
Charles E. Harris and Associates   May 2007 - July 2014
Charles E. Harris & Associates   May 2007 - February 2012
American Express Tax & Business Services   January 2005 - May 2005

Skills
Accounting, Analysis, Auditing, Finance, Financial Analysis, Financial Audits, Financial Statements, Internal Audit, Internal Controls, Management, Process Improvement, Tax

Education
Brecksville

Kent State University
Bachelor of Business Administration, Accounting

Donald Corey Donald Corey Greater Grand Rapids, Michigan Area Details
Donald Corey's American Express Tax & Business Services Experience August 1995 - September 1998
Job Partner, Corey, Murphy & Harber, CPA
Industry Accounting
Experience
Corey, Murphy & Harber, PC   September 1998 - Present
American Express Tax & Business Services   August 1995 - September 1998
Kisscorni & Associates, PC, CPA   November 1988 - August 1995

Skills
Tax, Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Compliance, Tax Returns, Partnership Taxation, Bookkeeping, Quickbooks, Sales Tax, Tax Services, Individual Taxation, S Corporations, Federal Tax, Small Business..., IRS, Tax Return Preparation, LLC, Preparation, Tax Advisory, Accountants, Payroll, Tax Accounting, Financial Accounting, Personal Tax Planning, QuickBooks, CPA, Internal Controls, Financial Reporting, Tax Research, Auditing, Accounts Payable

Education
Hope College   1984 — 1988
Bachelor of Business Administration, Accounting

Adrian Bahena Adrian Bahena Greater Chicago Area Details
Adrian Bahena's American Express Tax & Business Services Experience May 2003 - October 2005
Job Director of Finance and Human Resources at San Miguel Febres Cordero School, Inc.
Industry Accounting
Experience
Healthcare Informations & Management Systems Society (HIMSS)   May 2012 - August 2012
Quattro FPO Solutions  May 2009 - January 2011
Quattro FPO Solutions  February 2006 - May 2009
Jane Addams Hull House Association  October 1999 - May 2009
RSM McGladrey  October 2005 - February 2006
American Express Tax & Business Services   May 2003 - October 2005
American Express Tax & Business Services   June 2002 - May 2003
Arthur Andersen, LLP  October 1999 - June 2002
Arthur Andersen, LLP  December 1997 - September 1999
Fine Arts Engraving  December 1997 - September 1999

Skills
Accounting, Financial Reporting, Financial Statements, Accounts Payable, Account Reconciliation, Financial Analysis, Internal Controls, General Ledger, Nonprofits, Financial Modeling, Managerial Finance, Accounts Receivable, Forecasting

Education
DePaul University
Bachelor of Science, Accounting

DePaul University
Bachelor of Science - Accounting, Accounting

Laurie Claar Laurie Claar Brook Park, Ohio Details
Laurie Claar's American Express Tax & Business Services Experience January 2000 - October 2005
Job Billing Coordinator at Thompson Hine LLP
Industry Accounting
Experience
Thompson Hine LLP  April 2014 - Present
Finkler & Company   July 2012 - September 2013
McGladrey  2005 - 2011
American Express Tax & Business Services   January 2000 - October 2005
Hausser + Taylor  August 1979 - January 2000

Skills
Internal Audit, Data Entry, Payroll, Accounts Payable, Finance

Education
Indiana Wesleyan University   2009 — 2012
Bachelor's degree, Business Management, Summa Cum Laude

Paul Tava Paul Tava Greater New York City Area Details
Paul Tava's American Express Tax & Business Services Experience April 2004 - December 2005
Job Director of Finance & Accounting at Experis
Industry Financial Services
Experience
Jefferson Wells  September 2007 - Present
American Express  December 2005 - September 2007
American Express Tax & Business Services   April 2004 - December 2005
Jefferson Wells  April 2002 - April 2004

Skills
Internal Audit, Finance, Corporate Finance, Business Development, Accounting, New Business Development, Human Resources, Financial Analysis, Consulting, Process Consulting, Six Sigma, Financial Services, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Risk Management, Auditing, Business Process..., Enterprise Risk..., Financial Reporting, Financial Risk, Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1989 — 1993
Bachelor of Science (B.S.), Accounting

Christina Rigby Christina Rigby Brooklyn, New York Details
Christina Rigby's American Express Tax & Business Services Experience August 2002 - July 2003
Job Executive/Administrative Assistant
Industry Executive Office
Experience
New York City Department of Health and Mental Hygiene  2011 - 2011
Girl Scouts of the USA  September 2003 - August 2009
American Express Tax & Business Services   August 2002 - July 2003
MetLife  May 1993 - March 2001

Education
New Horizons Computer Center   2010 — 2011

Borough of Manhattan Community College   1983 — 1988
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General

Ivona Gal Ivona Gal Palos Park, Illinois Details
Ivona Gal's American Express Tax & Business Services Experience September 1998 - February 2004
Job Senior Accountant at Gimbel, Abrams & Singer
Industry Accounting
Experience
Gimbel, Abrams & Singer   February 2004 - Present
American Express Tax & Business Services   September 1998 - February 2004

Skills
CPA, GAAP, US GAAP, Corporate Tax, Tax Preparation, Tax, Accounting, Auditing, Income Tax, Internal Controls

Education
DePaul University   1994 — 1998
Bachelor of Science (B.S.), Accounting

Cynthia Burch Cynthia Burch Towson, Maryland Details
Cynthia Burch's American Express Tax & Business Services Experience October 1996 - November 1997
Job Staff Accountant at C.E.A. Scholtes & Associates
Industry Accounting
Experience
C.E.A. Scholtes & Associates   January 2013 - Present
McCormick  September 2006 - January 2010
McCormick  September 2005 - September 2006
McCormick  June 2003 - September 2005
Northrop Grumman  November 2001 - June 2003
Northrop Grumman  November 1999 - November 2001
Stoy, Malone & Company, PC   January 1998 - November 1999
American Express Tax & Business Services   October 1996 - November 1997
Gilligan Homes   1994 - 1996

Skills
Accounting, General Ledger, GAAP, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Financial Statements, QuickBooks, Journal Entries, US GAAP, Invoicing, Finance

Education
Loyola College in Maryland
Master of Business Administration (MBA)

Towson University
Bachelor of Science (BS), Accounting

Seema Chand Seema Chand San Mateo, California Details
Seema Chand's American Express Tax & Business Services Experience 1995 - 1996
Job Business Director at Atria Senior Living
Industry Hospital & Health Care
Experience
Atria Senior Living  2001 - Present
Hillsdale Manor   1996 - 2001
American Express Tax & Business Services   1995 - 1996

Skills
Accounts Payable, Accounts Receivable, Human Resources, Billing Systems, Payroll, Employee Benefits, Training Delivery, Employee Training, Recruiting, Collections

Education
California State University-Hayward   2000 — 2002
Bachelor of Science in Business Administration, Accounting

College of San Mateo   1996 — 1999
Associate of Arts (AA), Accounting

Jeffery Young Jeffery Young Schererville, Indiana Details
Jeffery Young's American Express Tax & Business Services Experience April 2004 - October 2004
Job Payroll Manager
Industry Accounting
Experience
Talent Partners  September 2013 - April 2014
ALDI  March 2010 - September 2013
Sidley Austin LLP  October 2004 - February 2010
American Express Tax & Business Services   April 2004 - October 2004
Harris Bank (BOM)   June 2001 - April 2003
NiSource  April 1980 - December 2000

Skills
PeopleSoft Payroll..., ADP Payroll, ProBusiness Payroll

Education
Calumet College of Saint Joseph   1976 — 1980
Bachelor of Science, Accounting/Management

Margie Schmitt Margie Schmitt Mount Prospect, Illinois Details
Margie Schmitt's American Express Tax & Business Services Experience September 2000 - May 2005
Job Assistant Controller at Opus Holding, L.L.C.
Industry Commercial Real Estate
Experience
Opus Holding, L.L.C.   May 2005 - Present
American Express Tax & Business Services   September 2000 - May 2005

Skills
Accounting, Financial Analysis, Microsoft Office, Financial Reporting

Education
Loras College   1996 — 2000
Accounting (B.A.)

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