American Express Tax & Business Services
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American Express Tax & Business Services Employees
Employee
Years
Job
Industry
Benjamin Hurwitz, CPA Benjamin Hurwitz, CPA's American Express Tax & Business Services Experience 1997 - 1999
Job Weltman Bernfield LLC CPAs
Industry Accounting
Experience
Weltman Bernfield LLC CPAs July 2002 - Present
Midwest Truck & Auto Parts October 1999 - June 2002
American Express Tax & Business Services 1997 - 1999
Checkers, Simon & Rosner 1986 - 1997
B.L. Rosenberg & Co. August 1980 - 1986
Skills
Income Tax, Tax, Accounting, Partnership Taxation, Tax Preparation, Financial Reporting, Financial Accounting, Tax Research, Auditing, CPA, GAAP, QuickBooks, Tax Accounting, Tax Returns, Mergers & Acquisitions, Finance, Financial Analysis, Corporate Tax, Strategic Financial..., Small Business, US GAAP, Sales Tax, Financial Statements, Forensic Accounting
Education
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
BBA, Accounting
Weltman Bernfield LLC CPAs July 2002 - Present
Midwest Truck & Auto Parts October 1999 - June 2002
American Express Tax & Business Services 1997 - 1999
Checkers, Simon & Rosner 1986 - 1997
B.L. Rosenberg & Co. August 1980 - 1986
Skills
Income Tax, Tax, Accounting, Partnership Taxation, Tax Preparation, Financial Reporting, Financial Accounting, Tax Research, Auditing, CPA, GAAP, QuickBooks, Tax Accounting, Tax Returns, Mergers & Acquisitions, Finance, Financial Analysis, Corporate Tax, Strategic Financial..., Small Business, US GAAP, Sales Tax, Financial Statements, Forensic Accounting
Education
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
BBA, Accounting
Ben Amidon Ben Amidon's American Express Tax & Business Services Experience 2002 - 2004
Job CPA
Industry Accounting
Experience
Riveron Consulting December 2013 - Present
BDO USA, LLP June 2011 - April 2013
Houlihan Capital December 2009 - June 2011
Pfingsten Partners, L.L.C. July 2008 - October 2008
Crowe Chizek and Company LLC August 2004 - July 2008
American Express Tax & Business Services 2002 - 2004
Skills
Investment Banking, CPA, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Private Equity, Business Valuation, Financial Reporting, Mergers & Acquisitions, Accounting, Internal Controls, GAAP, US GAAP, Auditing
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor of Science (BS), Accounting
Riveron Consulting December 2013 - Present
BDO USA, LLP June 2011 - April 2013
Houlihan Capital December 2009 - June 2011
Pfingsten Partners, L.L.C. July 2008 - October 2008
Crowe Chizek and Company LLC August 2004 - July 2008
American Express Tax & Business Services 2002 - 2004
Skills
Investment Banking, CPA, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Private Equity, Business Valuation, Financial Reporting, Mergers & Acquisitions, Accounting, Internal Controls, GAAP, US GAAP, Auditing
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor of Science (BS), Accounting
Stephanie Albright Stephanie Albright's American Express Tax & Business Services Experience January 2001 - December 2003
Job Available for Employment
Industry Marketing and Advertising
Experience
Madrona Investment Co, LLC July 2008 - April 2009
FOX Collision Centers January 2007 - October 2007
Faulkner Real Estate Corp. January 2004 - January 2007
American Express Tax & Business Services January 2001 - December 2003
OSU College of Osteopathic Medicine December 1998 - December 2000
OSU Foundation December 1998 - December 2000
TULSACK, Inc. July 1997 - December 1998
Directors Life Assurance Company August 1996 - July 1997
Pre-Paid Legal Services, Inc. September 1995 - August 1996
Skills
Budgets, Event Planning, Event Management, Marketing, Public Relations, Administrative..., Property Management, Team Building, Advertising, Accounts Payable, Media Relations, Newsletters, Corporate Communications, Microsoft Office, Tenant, Public Speaking, New Business Development, Editing, Accounting, Property, Logistics, Creative Direction, Community Development, Graphic Design, Facilities Management, Customer Service
Education
University of Oklahoma 1991 — 1995
B.A., Journalism - Public Relations
Madrona Investment Co, LLC July 2008 - April 2009
FOX Collision Centers January 2007 - October 2007
Faulkner Real Estate Corp. January 2004 - January 2007
American Express Tax & Business Services January 2001 - December 2003
OSU College of Osteopathic Medicine December 1998 - December 2000
OSU Foundation December 1998 - December 2000
TULSACK, Inc. July 1997 - December 1998
Directors Life Assurance Company August 1996 - July 1997
Pre-Paid Legal Services, Inc. September 1995 - August 1996
Skills
Budgets, Event Planning, Event Management, Marketing, Public Relations, Administrative..., Property Management, Team Building, Advertising, Accounts Payable, Media Relations, Newsletters, Corporate Communications, Microsoft Office, Tenant, Public Speaking, New Business Development, Editing, Accounting, Property, Logistics, Creative Direction, Community Development, Graphic Design, Facilities Management, Customer Service
Education
University of Oklahoma 1991 — 1995
B.A., Journalism - Public Relations
Jim Matheny Jim Matheny's American Express Tax & Business Services Experience 1998 - 2003
Job Tax Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey & Pullen 2003 - Present
American Express Tax & Business Services 1998 - 2003
Wolpoff & Company 1970 - 1998
Skills
GAAP, Tax, CPA, Corporate Tax, Accounting, Income Tax, Tax Accounting, Partnership Taxation, SEC filings, Financial Analysis, Tax Preparation, Auditing, International Tax, Financial Reporting, US GAAP
Education
University of Baltimore
McGladrey & Pullen 2003 - Present
American Express Tax & Business Services 1998 - 2003
Wolpoff & Company 1970 - 1998
Skills
GAAP, Tax, CPA, Corporate Tax, Accounting, Income Tax, Tax Accounting, Partnership Taxation, SEC filings, Financial Analysis, Tax Preparation, Auditing, International Tax, Financial Reporting, US GAAP
Education
University of Baltimore
Solomon Geht Solomon Geht's American Express Tax & Business Services Experience 2006 - 2006
Job Investment Analyst at GP Brinson Investments
Industry Accounting
Experience
GP Brinson Investments October 2012 - Present
Deloitte Tax, LLP July 2010 - October 2012
Deloitte Tax, LLP July 2008 - July 2010
American Express Tax & Business Services 2006 - 2006
Skills
International Tax, Accounting, Income Tax, Financial Reporting, Tax Law, Tax Accounting, Financial Analysis, Corporate Tax, CPA, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Master's Degree, Taxation
GP Brinson Investments October 2012 - Present
Deloitte Tax, LLP July 2010 - October 2012
Deloitte Tax, LLP July 2008 - July 2010
American Express Tax & Business Services 2006 - 2006
Skills
International Tax, Accounting, Income Tax, Financial Reporting, Tax Law, Tax Accounting, Financial Analysis, Corporate Tax, CPA, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Master's Degree, Taxation
Monica Schick Monica Schick's American Express Tax & Business Services Experience August 1994 - June 1995
Job ICU Twin Cities
Industry Executive Office
Experience
Robbinsdale Women's Center May 2015 - Present
Epiphany Assisted Living February 2010 - Present
Epiphany Senior Housing October 2011 - December 2012
Cenveo September 2009 - January 2010
Thermotech, Inc June 1995 - September 1998
American Express Tax & Business Services August 1994 - June 1995
Northstar Matrix Serv February 1994 - August 1994
Resource Handling Inc July 1993 - February 1994
Wisconsin Department of Transportation November 1989 - July 1993
Skills
Word, Windows, Microsoft Office, Excel, PowerPoint, Visio, Outlook, Problem Solving, Documentation, Customer Service, Scheduling, Accounts Payable, Invoicing, Microsoft Excel, Software Documentation, Microsoft Word, Data Entry, Human Resources
Education
University of Minnesota Duluth 1990 — 1992
Business Administration
Superior Senior High 1987 — 1990
Diploma, General Studies
Robbinsdale Women's Center May 2015 - Present
Epiphany Assisted Living February 2010 - Present
Epiphany Senior Housing October 2011 - December 2012
Cenveo September 2009 - January 2010
Thermotech, Inc June 1995 - September 1998
American Express Tax & Business Services August 1994 - June 1995
Northstar Matrix Serv February 1994 - August 1994
Resource Handling Inc July 1993 - February 1994
Wisconsin Department of Transportation November 1989 - July 1993
Skills
Word, Windows, Microsoft Office, Excel, PowerPoint, Visio, Outlook, Problem Solving, Documentation, Customer Service, Scheduling, Accounts Payable, Invoicing, Microsoft Excel, Software Documentation, Microsoft Word, Data Entry, Human Resources
Education
University of Minnesota Duluth 1990 — 1992
Business Administration
Superior Senior High 1987 — 1990
Diploma, General Studies
Anne Meltzer, CPA/ABV, ASA Anne Meltzer, CPA/ABV, ASA's American Express Tax & Business Services Experience October 1998 - May 2004
Job Managing Director | Valuation Professional at Tucker & Meltzer Valuation Advisors anne@tuckerandmeltzer.com
Industry Financial Services
Experience
Tucker & Meltzer Valuation Advisors May 2006 - Present
American Express Tax & Business Services October 1998 - May 2004
Wolpoff & Company 1990 - 1998
Skills
Purchase Price..., ESOP, Business Valuation, Gifts, Valuation, Estate, Trust & Gift, Fair Value, Stock Options
Education
University of Maryland College Park 1986 — 1990
BS, Accounting
Tucker & Meltzer Valuation Advisors May 2006 - Present
American Express Tax & Business Services October 1998 - May 2004
Wolpoff & Company 1990 - 1998
Skills
Purchase Price..., ESOP, Business Valuation, Gifts, Valuation, Estate, Trust & Gift, Fair Value, Stock Options
Education
University of Maryland College Park 1986 — 1990
BS, Accounting
Caryn Davis-Dieffenbach's American Express Tax & Business Services Experience 2002 - 2005
Job Collection Manager
Industry Accounting
Experience
McGladrey 2002 - Present
American Express Tax & Business Services 2002 - 2005
Doubletake, Inc. 1998 - 2000
Skills
First-party collections, A/R collections, Financial Reporting, Accounts Receivable, Accounting, Finance, Internal Controls, Cash Management, Tax Accounting, Microsoft Word, Tax Returns, Revenue Recognition, General Ledger, Management, Bookkeeping, Financial Analysis, Invoicing, Microsoft Excel, Payroll, PeopleSoft, Outlook, Negotiation, Account Reconciliation, Leadership, Analysis, Spreadsheets, Bank Reconciliation, Access, Credit, Process Improvement, SEC filings, Customer Service, Financial Services, Time Management, Corporate Finance, PowerPoint, CRM, Accounts Payable, Financial Statements, Business Process..., Financial Accounting
Education
University of Central Florida 2001 — 2003
Psychology
Brevard Community College 1999 — 2001
Associate's degree, General
McGladrey 2002 - Present
American Express Tax & Business Services 2002 - 2005
Doubletake, Inc. 1998 - 2000
Skills
First-party collections, A/R collections, Financial Reporting, Accounts Receivable, Accounting, Finance, Internal Controls, Cash Management, Tax Accounting, Microsoft Word, Tax Returns, Revenue Recognition, General Ledger, Management, Bookkeeping, Financial Analysis, Invoicing, Microsoft Excel, Payroll, PeopleSoft, Outlook, Negotiation, Account Reconciliation, Leadership, Analysis, Spreadsheets, Bank Reconciliation, Access, Credit, Process Improvement, SEC filings, Customer Service, Financial Services, Time Management, Corporate Finance, PowerPoint, CRM, Accounts Payable, Financial Statements, Business Process..., Financial Accounting
Education
University of Central Florida 2001 — 2003
Psychology
Brevard Community College 1999 — 2001
Associate's degree, General
Roy Cogliandolo, CPA Roy Cogliandolo, CPA's American Express Tax & Business Services Experience July 1999 - December 2000
Job Mortgage Consultant at HomeFirst Mortgage Corp
Industry Real Estate
Experience
HomeFirst Mortgage Corp March 2014 - Present
Liberty Tax Service October 2009 - Present
America Trust Funding Mortgage Bankers, LLC March 2013 - March 2014
Residential Finance Corporation August 2012 - March 2013
American Technology Services April 2011 - March 2012
ARPC February 2008 - April 2011
Dyer & Associates, LLC CPAs November 2006 - January 2008
Cogtek, LLC December 2000 - November 2006
American Express Tax & Business Services July 1999 - December 2000
Clifton Gunderson LLP June 1997 - July 1999
Skills
Financial Analysis, Mortgage Lending, Tax, Loans, Finance, Mortgage Banking, Financial Reporting, FHA, QuickBooks, Credit, Strategic Financial..., Real Estate, Accounts Payable, Financial Statements, Real Estate Economics, Commercial Real Estate, Financial Services, CPA, Refinance, Cash Management, General Ledger, Loan Origination, Small Business, First Time Home Buyers, Cash Flow, Banking, Accounting, Investors, Investment Properties, Account Reconciliation, Due Diligence, Accounts Receivable, Budgets, Mergers & Acquisitions, Residential Mortgages, REO, Real Estate Financing, Financial Accounting, Tax Preparation, Risk Management, Investments, Foreclosures, HUD, Asset Management, Auditing, Short Sales
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1997
Bachelor's degree, Accounting
HomeFirst Mortgage Corp March 2014 - Present
Liberty Tax Service October 2009 - Present
America Trust Funding Mortgage Bankers, LLC March 2013 - March 2014
Residential Finance Corporation August 2012 - March 2013
American Technology Services April 2011 - March 2012
ARPC February 2008 - April 2011
Dyer & Associates, LLC CPAs November 2006 - January 2008
Cogtek, LLC December 2000 - November 2006
American Express Tax & Business Services July 1999 - December 2000
Clifton Gunderson LLP June 1997 - July 1999
Skills
Financial Analysis, Mortgage Lending, Tax, Loans, Finance, Mortgage Banking, Financial Reporting, FHA, QuickBooks, Credit, Strategic Financial..., Real Estate, Accounts Payable, Financial Statements, Real Estate Economics, Commercial Real Estate, Financial Services, CPA, Refinance, Cash Management, General Ledger, Loan Origination, Small Business, First Time Home Buyers, Cash Flow, Banking, Accounting, Investors, Investment Properties, Account Reconciliation, Due Diligence, Accounts Receivable, Budgets, Mergers & Acquisitions, Residential Mortgages, REO, Real Estate Financing, Financial Accounting, Tax Preparation, Risk Management, Investments, Foreclosures, HUD, Asset Management, Auditing, Short Sales
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1997
Bachelor's degree, Accounting
Armando Dino Giannese's American Express Tax & Business Services Experience January 2004 - April 2004
Job Managing Director at KPMG LLP
Industry Real Estate
Experience
KPMG LLP October 2014 - Present
KPMG, LLP July 2010 - September 2014
KPMG LLP July 2008 - June 2010
KPMG LLP June 2007 - June 2008
KPMG LLP June 2005 - May 2007
KPMG LLP June 2004 - August 2004
American Express Tax & Business Services January 2004 - April 2004
Skills
Tax, Mergers & Acquisitions, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Master's Degree, Accountancy with a a Specialization in Taxation
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor's of Science, Accountancy
KPMG LLP October 2014 - Present
KPMG, LLP July 2010 - September 2014
KPMG LLP July 2008 - June 2010
KPMG LLP June 2007 - June 2008
KPMG LLP June 2005 - May 2007
KPMG LLP June 2004 - August 2004
American Express Tax & Business Services January 2004 - April 2004
Skills
Tax, Mergers & Acquisitions, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Master's Degree, Accountancy with a a Specialization in Taxation
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor's of Science, Accountancy
Jovi Bohan, CPA, CFE, CGMA Jovi Bohan, CPA, CFE, CGMA's American Express Tax & Business Services Experience 2003 - 2005
Job Experienced Forensic Accountant for Litigation, Reorganization and General Financial Consulting
Industry Management Consulting
Experience
Stout Risius Ross 2014 - Present
Invotex 2007 - 2014
RSM McGladrey / McGladrey & Pullen 2005 - 2007
American Express Tax & Business Services 2003 - 2005
Grant Thornton LLP 1999 - 2003
Skills
Fraud, Forensic Accounting, Forensic Analysis, Financial Analysis, Litigation Support, Auditing, Bankruptcy, Restructuring, Financial Modeling, Accounting, Management, Litigation, Financial Audits, Business Valuation, Financial Reporting, CPA, Internal Controls, Due Diligence, Valuation, Banking, Business Services, Sarbanes-Oxley Act
Education
University of Baltimore 1997 — 1999
BS, Business, Specialization Accounting
Howard County public schools
Stout Risius Ross 2014 - Present
Invotex 2007 - 2014
RSM McGladrey / McGladrey & Pullen 2005 - 2007
American Express Tax & Business Services 2003 - 2005
Grant Thornton LLP 1999 - 2003
Skills
Fraud, Forensic Accounting, Forensic Analysis, Financial Analysis, Litigation Support, Auditing, Bankruptcy, Restructuring, Financial Modeling, Accounting, Management, Litigation, Financial Audits, Business Valuation, Financial Reporting, CPA, Internal Controls, Due Diligence, Valuation, Banking, Business Services, Sarbanes-Oxley Act
Education
University of Baltimore 1997 — 1999
BS, Business, Specialization Accounting
Howard County public schools
Gretchen Hoffer Farb's American Express Tax & Business Services Experience 1996 - 2003
Job Vice President Value Creation at Hoffer Plastics
Industry Plastics
Experience
Hoffer Plastics December 2014 - Present
Hoffer Plastics Corporation December 2003 - Present
American Express TBS 1996 - 2003
American Express Tax & Business Services 1996 - 2003
Skills
Manufacturing, Lean Manufacturing, Plastics, Six Sigma, Purchasing, Packaging, Product Development, Continuous Improvement, Negotiation, Contract Negotiation, ISO, Program Management, Injection Molding, Logistics, Process Improvement, Procurement, Supply Chain Management, Automotive
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Accounting
Hoffer Plastics December 2014 - Present
Hoffer Plastics Corporation December 2003 - Present
American Express TBS 1996 - 2003
American Express Tax & Business Services 1996 - 2003
Skills
Manufacturing, Lean Manufacturing, Plastics, Six Sigma, Purchasing, Packaging, Product Development, Continuous Improvement, Negotiation, Contract Negotiation, ISO, Program Management, Injection Molding, Logistics, Process Improvement, Procurement, Supply Chain Management, Automotive
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Accounting
Thomas Stranger Thomas Stranger's American Express Tax & Business Services Experience 1998 - 2003
Job Director at Arthur Bell, Certified Public Accountants
Industry Accounting
Experience
Arthur Bell, Certified Public Accountants November 2006 - Present
Arthur Bell, Certified Public Accountants 2006 - July 2011
TMJS Consulting, LLC January 2006 - September 2006
Insurance Designers of Maryland June 2004 - January 2006
KBST&M October 2003 - June 2004
American Express Tax & Business Services 1998 - 2003
Lewis & Rode, PA August 1995 - June 1998
Skills
Hedge Funds, Commodity Pools, Auditing, Alternative Investments, Fund Of Funds, GAAP, US GAAP, Insurance, CPA, Financial Reporting, Public Speaking, Assurance, Financial Risk, Finance
Education
University of Baltimore 1998 — 2000
MSB, Finance
University of Maryland Baltimore County 1990 — 1995
BA, Economics
Arthur Bell, Certified Public Accountants November 2006 - Present
Arthur Bell, Certified Public Accountants 2006 - July 2011
TMJS Consulting, LLC January 2006 - September 2006
Insurance Designers of Maryland June 2004 - January 2006
KBST&M October 2003 - June 2004
American Express Tax & Business Services 1998 - 2003
Lewis & Rode, PA August 1995 - June 1998
Skills
Hedge Funds, Commodity Pools, Auditing, Alternative Investments, Fund Of Funds, GAAP, US GAAP, Insurance, CPA, Financial Reporting, Public Speaking, Assurance, Financial Risk, Finance
Education
University of Baltimore 1998 — 2000
MSB, Finance
University of Maryland Baltimore County 1990 — 1995
BA, Economics
Kerry Haberkorn Kerry Haberkorn's American Express Tax & Business Services Experience 2001 - 2005
Job Director at Sierra Financial Group Ltd. (SFG)
Industry Accounting
Experience
Sierra Financial Group Ltd. (SFG) November 2013 - Present
McDermott Will & Emery September 2010 - June 2012
PricewaterhouseCoopers LLP February 2006 - September 2010
American Express Tax & Business Services 2001 - 2005
PwC August 2000 - November 2001
Matson Driscoll & Damico Ltd. August 1998 - August 2000
Skills
Financial Analysis, Auditing, Forensic Accounting, Insurance, Claim, Litigation, Finance, Strategic Financial..., Due Diligence, FCPA, Claims, Analysis, Internal Controls, Corporate Finance, Accounting, Mergers & Acquisitions, CPA, Certified Public..., Certified in Financial..., Construction, Large Capital Projects, Fraud, Financial Planning, Management
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (B.S.), Accountancy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelor of Science, Accountancy
Sierra Financial Group Ltd. (SFG) November 2013 - Present
McDermott Will & Emery September 2010 - June 2012
PricewaterhouseCoopers LLP February 2006 - September 2010
American Express Tax & Business Services 2001 - 2005
PwC August 2000 - November 2001
Matson Driscoll & Damico Ltd. August 1998 - August 2000
Skills
Financial Analysis, Auditing, Forensic Accounting, Insurance, Claim, Litigation, Finance, Strategic Financial..., Due Diligence, FCPA, Claims, Analysis, Internal Controls, Corporate Finance, Accounting, Mergers & Acquisitions, CPA, Certified Public..., Certified in Financial..., Construction, Large Capital Projects, Fraud, Financial Planning, Management
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Science (B.S.), Accountancy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelor of Science, Accountancy
Helene Shapiro Helene Shapiro's American Express Tax & Business Services Experience 1999 - 2005
Job Director Quality Assurance at RSM McGladrey
Industry Accounting
Experience
McGladrey & Pullen 2002 - Present
McGladrey November 1994 - Present
American Express Tax & Business Services 1999 - 2005
Berger Goldstein 1994 - 1999
Kupferberg, Goldberg & Neimark 1990 - 1994
laventhol & horwath 1985 - 1990
Skills
Auditing, GAAP, Corporate Tax, Internal Controls, Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Financial Accounting, Tax, Assurance, Business Process..., Internal Audit, Sarbanes-Oxley Act, SEC filings, Tax Preparation, Financial Statements, External Audit, Sarbanes-Oxley
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
Bachelor of Business Admnistration, Accounting
University of Michigan 1981 — 1983
BBA, Accounting
McGladrey & Pullen 2002 - Present
McGladrey November 1994 - Present
American Express Tax & Business Services 1999 - 2005
Berger Goldstein 1994 - 1999
Kupferberg, Goldberg & Neimark 1990 - 1994
laventhol & horwath 1985 - 1990
Skills
Auditing, GAAP, Corporate Tax, Internal Controls, Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Financial Accounting, Tax, Assurance, Business Process..., Internal Audit, Sarbanes-Oxley Act, SEC filings, Tax Preparation, Financial Statements, External Audit, Sarbanes-Oxley
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
Bachelor of Business Admnistration, Accounting
University of Michigan 1981 — 1983
BBA, Accounting
Clare Scott's American Express Tax & Business Services Experience July 1997 - July 1998
Job VIce President, Marketing at Ryan Companies US, Inc.
Industry Commercial Real Estate
Experience
Ryan Companies US, Inc. December 2011 - Present
Jeremiah Program December 2013 - Present
Trusight December 2009 - December 2011
Clare Scott Consulting March 2009 - December 2009
Fredrikson & Byron 1998 - 2009
Planned Parenthood of Minnesota 2004 - 2008
American Express Tax & Business Services July 1997 - July 1998
Rider Bennett, LLP 1992 - 1994
Skills
Marketing Strategy, Strategic Planning, Marketing, Marketing Communications, Public Relations, Event Planning, Social Media, Market Research, Business Development, Market Planning, Project Management, Public Speaking, Recruiting, Cross-functional Team..., Negotiation, Advertising, Leadership, Strategic Communications, Strategy, Management, Account Management, SEO, Sales, Newsletters
Education
University of St. Thomas - Opus College of Business 2001 — 2003
MBA, Management
University of Minnesota - Carlson School of Management 1981 — 1986
B.S., Business - Marketing
Ryan Companies US, Inc. December 2011 - Present
Jeremiah Program December 2013 - Present
Trusight December 2009 - December 2011
Clare Scott Consulting March 2009 - December 2009
Fredrikson & Byron 1998 - 2009
Planned Parenthood of Minnesota 2004 - 2008
American Express Tax & Business Services July 1997 - July 1998
Rider Bennett, LLP 1992 - 1994
Skills
Marketing Strategy, Strategic Planning, Marketing, Marketing Communications, Public Relations, Event Planning, Social Media, Market Research, Business Development, Market Planning, Project Management, Public Speaking, Recruiting, Cross-functional Team..., Negotiation, Advertising, Leadership, Strategic Communications, Strategy, Management, Account Management, SEO, Sales, Newsletters
Education
University of St. Thomas - Opus College of Business 2001 — 2003
MBA, Management
University of Minnesota - Carlson School of Management 1981 — 1986
B.S., Business - Marketing
Tracy Smith-Jackson's American Express Tax & Business Services Experience September 1998 - July 1999
Job Business Manager at Chicago Tech Academy High School
Industry Education Management
Experience
Chicago Tech Academy High School September 2014 - Present
The University of Chicago Charter School September 2006 - March 2012
RSM McGladrey, Inc July 1999 - August 2006
American Express TBS 2000 - 2006
American Express Tax & Business Services September 1998 - July 1999
Burson Marsteller October 1995 - September 1998
Skills
Public Speaking, Non-profits, Curriculum Design, Program Development, Nonprofits, Budgets, Management, Accounts Receivable, Financial Analysis, Financial Reporting, Project Management, Procurement, Customer Service, Accounting, Training, Strategic Planning, Leadership, Event Planning, Staff Development, Payroll, Accounts Payable, Finance, Program Management, Fundraising, Team Building, Research, Leadership Development, Account Reconciliation, Strategy, Process Improvement, Social Media, Sales, Teaching, Analysis
Education
University of Illinois at Urbana-Champaign 1985 — 1990
University of Illinois
Chicago Tech Academy High School September 2014 - Present
The University of Chicago Charter School September 2006 - March 2012
RSM McGladrey, Inc July 1999 - August 2006
American Express TBS 2000 - 2006
American Express Tax & Business Services September 1998 - July 1999
Burson Marsteller October 1995 - September 1998
Skills
Public Speaking, Non-profits, Curriculum Design, Program Development, Nonprofits, Budgets, Management, Accounts Receivable, Financial Analysis, Financial Reporting, Project Management, Procurement, Customer Service, Accounting, Training, Strategic Planning, Leadership, Event Planning, Staff Development, Payroll, Accounts Payable, Finance, Program Management, Fundraising, Team Building, Research, Leadership Development, Account Reconciliation, Strategy, Process Improvement, Social Media, Sales, Teaching, Analysis
Education
University of Illinois at Urbana-Champaign 1985 — 1990
University of Illinois
Haley Becker's American Express Tax & Business Services Experience 1996 - 2000
Job Product Manager, Vice President at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi, Hedge Fund Services, Investor Services March 2010 - Present
Citi, Alternative Investments, Investor Services March 2006 - March 2010
Ehrenkranz & Ehnrenkranz LLP November 2003 - March 2006
Morgan Stanley November 2001 - November 2003
Marcstone Capital Partners December 2000 - September 2001
Goldstein Golub Kessler 1996 - 2001
American Express Tax & Business Services 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Fund Accounting, Private Equity, Accounting, Financial Reporting, Product Management, Product Development, Project Planning, Vendor Relationships, Vendor Management, SDLC, Product Marketing, UAT coordination, Product Road Mapping, Data Conversion, Investor Relations, Web-based Reporting, Transfer Agency, Data Warehousing, Financial Services
Education
University at Albany, SUNY 1992 — 1996
BA, School of Business, Accounting
Syosset High School 1988 — 1992
Citi, Hedge Fund Services, Investor Services March 2010 - Present
Citi, Alternative Investments, Investor Services March 2006 - March 2010
Ehrenkranz & Ehnrenkranz LLP November 2003 - March 2006
Morgan Stanley November 2001 - November 2003
Marcstone Capital Partners December 2000 - September 2001
Goldstein Golub Kessler 1996 - 2001
American Express Tax & Business Services 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Fund Accounting, Private Equity, Accounting, Financial Reporting, Product Management, Product Development, Project Planning, Vendor Relationships, Vendor Management, SDLC, Product Marketing, UAT coordination, Product Road Mapping, Data Conversion, Investor Relations, Web-based Reporting, Transfer Agency, Data Warehousing, Financial Services
Education
University at Albany, SUNY 1992 — 1996
BA, School of Business, Accounting
Syosset High School 1988 — 1992
Laurie Scofield's American Express Tax & Business Services Experience 1998 - 2005
Job Director of Internal Audit at Intrepid Sea, Air & Space Museum
Industry Accounting
Experience
Intrepid Sea, Air & Space Museum October 2009 - Present
RSM McGladrey (formerly American Express Tax & Business Services) October 2005 - July 2009
Goldstein Golub Kessler 2003 - 2007
American Express Tax & Business Services 1998 - 2005
Skills
Strategic Planning, Risk Management, US GAAP, Auditing, Management, Internal Controls, Leadership, Data Analytics, CPA, Sarbanes-Oxley Act, Training, Accounting, Project Management, Internal Audit, Data Analysis, GAAP, CRM, Financial Reporting, Risk Assessment, Sarbanes-Oxley, IT Audit, Enterprise Risk..., Financial Analysis, Cash Management, Business Process...
Education
Upsala College 1987 — 1989
BS, Accounting
University of Rhode Island 1979 — 1983
BFA, Theater
Intrepid Sea, Air & Space Museum October 2009 - Present
RSM McGladrey (formerly American Express Tax & Business Services) October 2005 - July 2009
Goldstein Golub Kessler 2003 - 2007
American Express Tax & Business Services 1998 - 2005
Skills
Strategic Planning, Risk Management, US GAAP, Auditing, Management, Internal Controls, Leadership, Data Analytics, CPA, Sarbanes-Oxley Act, Training, Accounting, Project Management, Internal Audit, Data Analysis, GAAP, CRM, Financial Reporting, Risk Assessment, Sarbanes-Oxley, IT Audit, Enterprise Risk..., Financial Analysis, Cash Management, Business Process...
Education
Upsala College 1987 — 1989
BS, Accounting
University of Rhode Island 1979 — 1983
BFA, Theater
John Berar's American Express Tax & Business Services Experience 2003 - 2005
Job Chief Information Officer at Ipas
Industry Information Technology and Services
Experience
Ipas April 2015 - Present
LabCorp 2011 - April 2015
RSM McGladrey, Inc 2005 - 2005
American Express Tax & Business Services 2003 - 2005
American Express TBS 2003 - 2005
Plante Moran 1997 - 2003
Skills
IT Strategy, Sarbanes-Oxley Act, Business Process..., SDLC, Vendor Management, Business Analysis, Project Portfolio..., IT Management, Management, Project Management, Process Improvement, Program Management, Leadership, Requirements Analysis, Integration, Strategy, Business Process, Business Intelligence, Cross-functional Team..., Change Management
Education
University of Michigan 1981 — 1985
BS, Economics
Ipas April 2015 - Present
LabCorp 2011 - April 2015
RSM McGladrey, Inc 2005 - 2005
American Express Tax & Business Services 2003 - 2005
American Express TBS 2003 - 2005
Plante Moran 1997 - 2003
Skills
IT Strategy, Sarbanes-Oxley Act, Business Process..., SDLC, Vendor Management, Business Analysis, Project Portfolio..., IT Management, Management, Project Management, Process Improvement, Program Management, Leadership, Requirements Analysis, Integration, Strategy, Business Process, Business Intelligence, Cross-functional Team..., Change Management
Education
University of Michigan 1981 — 1985
BS, Economics
Jamie Schrader's American Express Tax & Business Services Experience August 1998 - June 1999
Job Director of Payroll at Southern Illinois University
Industry Accounting
Experience
Southern Illinois University September 2009 - Present
Southern Illinois University August 2005 - September 2009
Aisin Mfg. Illinois, LLC September 2004 - August 2005
McGladrey & Pullen June 1999 - June 2004
American Express Tax & Business Services August 1998 - June 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Accountancy
Pinckneyville Community High School
Southern Illinois University September 2009 - Present
Southern Illinois University August 2005 - September 2009
Aisin Mfg. Illinois, LLC September 2004 - August 2005
McGladrey & Pullen June 1999 - June 2004
American Express Tax & Business Services August 1998 - June 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Accountancy
Pinckneyville Community High School
Sharon N Holzman's American Express Tax & Business Services Experience 1998 - 2005
Job Principal/CPA at The Lichter Group, LLC
Industry Accounting
Experience
The Lichter Group LLC November 2007 - Present
RSM McGladrey 2005 - 2006
American Express Tax & Business Services 1998 - 2005
Walpert, Smullian & Blumenthal P.A. 1983 - 1998
Education
University of Denver - Daniels College of Business
BSBA, Accounting
The Lichter Group LLC November 2007 - Present
RSM McGladrey 2005 - 2006
American Express Tax & Business Services 1998 - 2005
Walpert, Smullian & Blumenthal P.A. 1983 - 1998
Education
University of Denver - Daniels College of Business
BSBA, Accounting
Staci Levy, C.P.A.'s American Express Tax & Business Services Experience January 1996 - January 2000
Job Director of Finance at American Nuclear Society
Industry Nonprofit Organization Management
Experience
American Nuclear Society May 2012 - Present
Lutheran Life Communities March 2012 - May 2012
Girl Scouts of Greater Chicago & Northwest Indiana January 2010 - February 2012
RSM McGladrey Employer Services May 2009 - January 2010
Consortium for Professional Credentialling LLC August 2000 - October 2008
AMERICAN EXPRESS TAX & BUSINESS SERVICES January 1996 - January 2000
FRIEDMAN & MASUR, LTD January 1992 - January 1996
Skills
Internal Controls, Accounting, Financial Analysis, Forecasting, Audit, Budgeting, Financial Reporting, Non-profits, Auditing, Leadership, Budgets, Finance, Entrepreneurship, Payroll, Nonprofits, Cash Management, Strategic Planning, Managerial Finance, Strategic Financial..., Human Resources, Analysis, Mergers & Acquisitions, Variance Analysis, Business Process..., Cost Accounting, Strategy, Internal Audit, Executive Management, Policy, Financial Statements, Process Improvement, Management, Cash Flow, Financial Accounting, General Ledger
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Accountancy
American Nuclear Society May 2012 - Present
Lutheran Life Communities March 2012 - May 2012
Girl Scouts of Greater Chicago & Northwest Indiana January 2010 - February 2012
RSM McGladrey Employer Services May 2009 - January 2010
Consortium for Professional Credentialling LLC August 2000 - October 2008
AMERICAN EXPRESS TAX & BUSINESS SERVICES January 1996 - January 2000
FRIEDMAN & MASUR, LTD January 1992 - January 1996
Skills
Internal Controls, Accounting, Financial Analysis, Forecasting, Audit, Budgeting, Financial Reporting, Non-profits, Auditing, Leadership, Budgets, Finance, Entrepreneurship, Payroll, Nonprofits, Cash Management, Strategic Planning, Managerial Finance, Strategic Financial..., Human Resources, Analysis, Mergers & Acquisitions, Variance Analysis, Business Process..., Cost Accounting, Strategy, Internal Audit, Executive Management, Policy, Financial Statements, Process Improvement, Management, Cash Flow, Financial Accounting, General Ledger
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
BS, Accountancy
Perri Leviss's American Express Tax & Business Services Experience April 1998 - January 2002
Job Graduate Research/Teaching Assistant at University of Massachusetts Boston, Department of Public Policy
Industry Nonprofit Organization Management
Experience
UMass Boston September 2012 - Present
Independent Contractor March 2008 - September 2012
Rhode Island Campus Compact July 2006 - March 2008
Independent Contractor January 2002 - July 2006
American Express Tax & Business Services April 1998 - January 2002
New York City Department of Health and Mental Hygiene August 1994 - April 1998
New York City Office of Management and Budget August 1993 - August 1994
Skills
Healthcare, Non-profits, Organizational..., Strategic Planning, Grant Writing, Fundraising, Nonprofits, Policy, Community Outreach, Program Evaluation
Education
University of Massachusetts Boston
Doctor of Philosophy (PhD) in Public Policy, Youth Services/Administration and Policy
University of Maryland College Park 1991 — 1993
MPM, Public Sector Financial Management
Tufts University 1987 — 1991
BA, Sociology
UMass Boston September 2012 - Present
Independent Contractor March 2008 - September 2012
Rhode Island Campus Compact July 2006 - March 2008
Independent Contractor January 2002 - July 2006
American Express Tax & Business Services April 1998 - January 2002
New York City Department of Health and Mental Hygiene August 1994 - April 1998
New York City Office of Management and Budget August 1993 - August 1994
Skills
Healthcare, Non-profits, Organizational..., Strategic Planning, Grant Writing, Fundraising, Nonprofits, Policy, Community Outreach, Program Evaluation
Education
University of Massachusetts Boston
Doctor of Philosophy (PhD) in Public Policy, Youth Services/Administration and Policy
University of Maryland College Park 1991 — 1993
MPM, Public Sector Financial Management
Tufts University 1987 — 1991
BA, Sociology
Rebecca Singhavong's American Express Tax & Business Services Experience October 2003 - August 2005
Job Controller at ViON Corporation
Industry Computer Hardware
Experience
ViON Corporation May 2012 - Present
ViON Corporation August 2005 - May 2012
American Express Tax & Business Services October 2003 - August 2005
Reznick Group 1999 - 2005
Skills
QuickBooks, MS Word, Accpac, Epicor, Fluent in Spanish, General Ledger, Internal Controls, Tax, Budgets, Account Reconciliation, Accounts Payable, Accounting, Financial Analysis, Journal Entries, Variance Analysis, Financial Statements, Analysis, Accruals, Cash Flow Forecasting, Forecasting, Balance, Bank Reconciliation, Finance
Education
University of Maryland College Park 1999 — 2003
BS, Accounting
ViON Corporation May 2012 - Present
ViON Corporation August 2005 - May 2012
American Express Tax & Business Services October 2003 - August 2005
Reznick Group 1999 - 2005
Skills
QuickBooks, MS Word, Accpac, Epicor, Fluent in Spanish, General Ledger, Internal Controls, Tax, Budgets, Account Reconciliation, Accounts Payable, Accounting, Financial Analysis, Journal Entries, Variance Analysis, Financial Statements, Analysis, Accruals, Cash Flow Forecasting, Forecasting, Balance, Bank Reconciliation, Finance
Education
University of Maryland College Park 1999 — 2003
BS, Accounting
Traci Rate's American Express Tax & Business Services Experience 2000 - 2006
Job Principal at Mister, Burton, & French, LLC
Industry Accounting
Experience
Mister, Burton, Palmisano & French, LLC December 2012 - Present
The Lichter Group January 2011 - November 2012
McGladrey & Pullen 2006 - December 2010
American Express Tax & Business Services 2000 - 2006
Wolpoff & Company 1988 - 2000
Skills
Specializing in Audits..., Accounting, CPA, Auditing, Financial Reporting, Financial Accounting, US GAAP
Education
University of Delaware 1981 — 1985
BS, Accounting
Mister, Burton, Palmisano & French, LLC December 2012 - Present
The Lichter Group January 2011 - November 2012
McGladrey & Pullen 2006 - December 2010
American Express Tax & Business Services 2000 - 2006
Wolpoff & Company 1988 - 2000
Skills
Specializing in Audits..., Accounting, CPA, Auditing, Financial Reporting, Financial Accounting, US GAAP
Education
University of Delaware 1981 — 1985
BS, Accounting
Jeff Burr's American Express Tax & Business Services Experience January 1997 - June 2006
Job Director at Saggar & Rosenberg, P.C.
Industry Accounting
Experience
Saggar & Rosenberg, P.C. January 2014 - Present
Federal Strategies Group, LLC January 2010 - December 2013
McGladrey & Pullen, LLP June 2006 - December 2009
American Express Tax & Business Services January 1997 - June 2006
Skills
Accounting, Financial Reporting, Excel, Microsoft Office, Certified Fraud Examiner, Certified in Financial..., Certified Public...
Education
Hood College, Frederick MD 1987 — 1991
Master of Business Administration (MBA), Accounting/Finance
University of Maryland College Park 1984 — 1986
Bachelor of Science (B.S.), Science Education
University of Maryland College Park 1978 — 1982
Bachelor of Science (B.S.), Entomology
Saggar & Rosenberg, P.C. January 2014 - Present
Federal Strategies Group, LLC January 2010 - December 2013
McGladrey & Pullen, LLP June 2006 - December 2009
American Express Tax & Business Services January 1997 - June 2006
Skills
Accounting, Financial Reporting, Excel, Microsoft Office, Certified Fraud Examiner, Certified in Financial..., Certified Public...
Education
Hood College, Frederick MD 1987 — 1991
Master of Business Administration (MBA), Accounting/Finance
University of Maryland College Park 1984 — 1986
Bachelor of Science (B.S.), Science Education
University of Maryland College Park 1978 — 1982
Bachelor of Science (B.S.), Entomology
Nancy Woon Schaefer's American Express Tax & Business Services Experience 1998 - 2005
Job Program Manager at University of Maryland, Baltimore
Industry Accounting
Experience
University of Maryland, Baltimore May 2009 - Present
McGladrey October 1997 - November 2008
American Express Tax & Business Services 1998 - 2005
Skills
Highly skilled and...
Education
Towson University 1993 — 1997
Bachelor's Degree, Accounting
University of Maryland, Baltimore May 2009 - Present
McGladrey October 1997 - November 2008
American Express Tax & Business Services 1998 - 2005
Skills
Highly skilled and...
Education
Towson University 1993 — 1997
Bachelor's Degree, Accounting