American Express Tax and Business Services
Industry: Company
DescriptionFounded: 1985 Parent organization: Harbor Business Services, Inc.
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American Express Tax and Business Services Employees
Employee
Years
Job
Industry
Susan Myers, GMS Susan Myers, GMS's American Express Tax and Business Services Experience September 2004 - September 2005
Job Customer Focused Global Mobility Leader | Talent Multiplier | Creative Innovator
Industry Human Resources
Experience
Altair Global Relocation October 2014 - Present
Graebel Companies May 2014 - October 2014
Paragon Relocation March 2012 - May 2014
Brookfield Global Relocation Services December 2011 - March 2012
Prudential Real Estate and Relocation January 2008 - December 2011
Liquid Productions September 2005 - December 2007
American Express Tax and Business Services September 2004 - September 2005
James Hamlin & Company 2001 - 2005
Stewart Smith Mid-America 2000 - May 2001
Stewart Smith Group Holdings June 1991 - May 1995
Skills
Expatriate Management, Payroll, Employee Benefits, Global Mobility, Accounting, Human Resources, Relocation, Process Improvement, Financial Reporting, Policy, Budgets, Vendor Management, Strategic Planning, PeopleSoft, Accounts Payable, Employee Relations, Payroll Taxes, Tax, ADP Payroll, Team Building, Sales, Leadership, Management, Corporate Relocation, Finance, Performance Management, Deferred Compensation, Recruiting, Benefits Administration, Business Development, Talent Management, HRIS, Training, Outsourcing, Succession Planning, Talent Acquisition, Onboarding, Executive Pay, Change Management, Compensation & Benefit, HR Policies, HR Consulting, Employee Engagement, Personnel Management, Incentive Programs, Organizational..., Global Compensation, Organizational...
Education
The University of Texas at Austin 2014 — 2015
Masters Certificate, Creative Leadership and Innovation Management
University of Phoenix 2007 — 2008
Master of Business Administration (M.B.A.)
University of Phoenix
BS, Accounting
Altair Global Relocation October 2014 - Present
Graebel Companies May 2014 - October 2014
Paragon Relocation March 2012 - May 2014
Brookfield Global Relocation Services December 2011 - March 2012
Prudential Real Estate and Relocation January 2008 - December 2011
Liquid Productions September 2005 - December 2007
American Express Tax and Business Services September 2004 - September 2005
James Hamlin & Company 2001 - 2005
Stewart Smith Mid-America 2000 - May 2001
Stewart Smith Group Holdings June 1991 - May 1995
Skills
Expatriate Management, Payroll, Employee Benefits, Global Mobility, Accounting, Human Resources, Relocation, Process Improvement, Financial Reporting, Policy, Budgets, Vendor Management, Strategic Planning, PeopleSoft, Accounts Payable, Employee Relations, Payroll Taxes, Tax, ADP Payroll, Team Building, Sales, Leadership, Management, Corporate Relocation, Finance, Performance Management, Deferred Compensation, Recruiting, Benefits Administration, Business Development, Talent Management, HRIS, Training, Outsourcing, Succession Planning, Talent Acquisition, Onboarding, Executive Pay, Change Management, Compensation & Benefit, HR Policies, HR Consulting, Employee Engagement, Personnel Management, Incentive Programs, Organizational..., Global Compensation, Organizational...
Education
The University of Texas at Austin 2014 — 2015
Masters Certificate, Creative Leadership and Innovation Management
University of Phoenix 2007 — 2008
Master of Business Administration (M.B.A.)
University of Phoenix
BS, Accounting
Morgan Bainbridge Morgan Bainbridge's American Express Tax and Business Services Experience 1999 - 2005
Job Senior Marketing Manager at Sikich
Industry Management Consulting
Experience
Sikich April 2015 - Present
Huron Consulting Group December 2006 - April 2015
RSM McGladrey September 2005 - December 2006
American Express Tax and Business Services 1999 - 2005
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Marketing Management, Marketing, Competitive Analysis, Advertising, Email Marketing, Coaching, Management, Project Management
Education
Roosevelt University 2000 — 2002
MSIMC, Integrated Marketing Communications
Southern Illinois University, Carbondale 1993 — 1999
BA, German; Foreign Language International Trade
Sikich April 2015 - Present
Huron Consulting Group December 2006 - April 2015
RSM McGladrey September 2005 - December 2006
American Express Tax and Business Services 1999 - 2005
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Marketing Management, Marketing, Competitive Analysis, Advertising, Email Marketing, Coaching, Management, Project Management
Education
Roosevelt University 2000 — 2002
MSIMC, Integrated Marketing Communications
Southern Illinois University, Carbondale 1993 — 1999
BA, German; Foreign Language International Trade
Richard McAlpin, PMP, ITILv3's American Express Tax and Business Services Experience May 1999 - July 2005
Job PMP and Business Process Analyst
Industry Information Technology and Services
Experience
Consulting Project:Comptroller of Maryland September 2015 - Present
CACI International Inc May 2014 - April 2015
AQUAS, Inc. November 2012 - November 2014
U.S. Army Command and Control Support Agency (CCSA) July 2011 - September 2012
Concurrent Technologies Corporation December 2008 - January 2011
IFMC Information Systems August 2007 - November 2008
Lockheed Martin (contracted through DCR, Inc.) April 2006 - July 2007
American Express Tax and Business Services May 1999 - July 2005
American Express Tax and Business Services 1999 - 2005
Prudential Healthcare 1996 - 1998
Skills
Technical Writing, Project Management, Software Documentation, Requirements Analysis, SDLC, PMP, Process Improvement, Proposal Writing, Business Analysis, Integration, ITIL, Business Process..., Analysis, SharePoint, Instructional Design, Testing, Business Process, Information Technology, Training, Databases, Systems Engineering, Presentation Design, Team Building, DoD, IT Service Management, Photoshop, Process Mapping, Business Process Mapping, Workshop Facilitation, Creative Problem Solving, Graphic Design, CMMI, CBT, Business Process..., Requirements Gathering, Visio, Adobe Creative Suite, Photography, Test Cases and Scenarios, Facilitation, System Requirements, Problem Management, Blended Learning, Knowledge Management, Change Management
Education
University of North Carolina at Chapel Hill
BA, English
University of Maryland Baltimore County 2013 — 2013
Project Management
Illinois State University 1992 — 1996
MFA, Art
Cape Fear High School
Consulting Project:Comptroller of Maryland September 2015 - Present
CACI International Inc May 2014 - April 2015
AQUAS, Inc. November 2012 - November 2014
U.S. Army Command and Control Support Agency (CCSA) July 2011 - September 2012
Concurrent Technologies Corporation December 2008 - January 2011
IFMC Information Systems August 2007 - November 2008
Lockheed Martin (contracted through DCR, Inc.) April 2006 - July 2007
American Express Tax and Business Services May 1999 - July 2005
American Express Tax and Business Services 1999 - 2005
Prudential Healthcare 1996 - 1998
Skills
Technical Writing, Project Management, Software Documentation, Requirements Analysis, SDLC, PMP, Process Improvement, Proposal Writing, Business Analysis, Integration, ITIL, Business Process..., Analysis, SharePoint, Instructional Design, Testing, Business Process, Information Technology, Training, Databases, Systems Engineering, Presentation Design, Team Building, DoD, IT Service Management, Photoshop, Process Mapping, Business Process Mapping, Workshop Facilitation, Creative Problem Solving, Graphic Design, CMMI, CBT, Business Process..., Requirements Gathering, Visio, Adobe Creative Suite, Photography, Test Cases and Scenarios, Facilitation, System Requirements, Problem Management, Blended Learning, Knowledge Management, Change Management
Education
University of North Carolina at Chapel Hill
BA, English
University of Maryland Baltimore County 2013 — 2013
Project Management
Illinois State University 1992 — 1996
MFA, Art
Cape Fear High School
Mark Gaines's American Express Tax and Business Services Experience 1999 - 2005
Job Partner at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
Julie Stankey Julie Stankey's American Express Tax and Business Services Experience June 2003 - October 2005
Job Marketing Communications Specialist at Socius
Industry Computer Software
Experience
Socius January 2011 - Present
Socius January 2006 - January 2011
RSM McGladrey October 2005 - January 2006
American Express Tax and Business Services June 2003 - October 2005
Ohio Northern University - Petit College of Law 2001 - 2004
Skills
Great Plains Software, Microsoft CRM, ERP, Microsoft Dynamics, Business Intelligence, Management Consulting, Financials, Software Implementation, CRM, Marketing Communications, SaaS, Professional Services, Cloud Computing, SharePoint, Marketing, Consulting
Education
Ohio Northern University 2000 — 2004
BA, English (Creative Writing), Professional and Organizational Communications
Dublin Scioto High School
Socius January 2011 - Present
Socius January 2006 - January 2011
RSM McGladrey October 2005 - January 2006
American Express Tax and Business Services June 2003 - October 2005
Ohio Northern University - Petit College of Law 2001 - 2004
Skills
Great Plains Software, Microsoft CRM, ERP, Microsoft Dynamics, Business Intelligence, Management Consulting, Financials, Software Implementation, CRM, Marketing Communications, SaaS, Professional Services, Cloud Computing, SharePoint, Marketing, Consulting
Education
Ohio Northern University 2000 — 2004
BA, English (Creative Writing), Professional and Organizational Communications
Dublin Scioto High School
David Freeland David Freeland's American Express Tax and Business Services Experience January 2001 - January 2005
Job CFO at Exceptional Innovation
Industry Financial Services
Experience
Exceptional Innovation, LLC June 2005 - Present
AMERICAN EXPRESS TAX AND BUSINESS SERVICES January 2001 - January 2005
HAUSSER + TAYLOR, LLC January 2001 - January 2005
Groner, Boyle & Quillin 1996 - 1998
Meaden & Moore, Ltd January 1987 - January 1996
PricewaterhouseCoopers LLP January 1984 - January 1986
Coopers & Lybrand January 1981 - January 1984
Meighen & Company January 1977 - January 1980
Skills
Tax, Estate Planning, Real Estate Investment
Education
University of South Florida 1974 — 1977
BS, Accounting
Hondros College
Licensed Realtor
Exceptional Innovation, LLC June 2005 - Present
AMERICAN EXPRESS TAX AND BUSINESS SERVICES January 2001 - January 2005
HAUSSER + TAYLOR, LLC January 2001 - January 2005
Groner, Boyle & Quillin 1996 - 1998
Meaden & Moore, Ltd January 1987 - January 1996
PricewaterhouseCoopers LLP January 1984 - January 1986
Coopers & Lybrand January 1981 - January 1984
Meighen & Company January 1977 - January 1980
Skills
Tax, Estate Planning, Real Estate Investment
Education
University of South Florida 1974 — 1977
BS, Accounting
Hondros College
Licensed Realtor
Erina Master, CPA's American Express Tax and Business Services Experience 2000 - 2002
Job Managing Partner at Master and Company, PA
Industry Accounting
Experience
Master and Company, P.A. August 2009 - Present
DiCrescenzo and Company 2006 - 2010
American Express Tax and Business Services 2000 - 2002
Skills
QuickBooks, Financial Reporting, Condos, Tax Preparation, Tax, Accounting, Auditing, GAAP, US GAAP, Income Tax, General Ledger, Due Diligence, Internal Controls, Bookkeeping, Financial Accounting
Education
Nova Southeastern University
Master and Company, P.A. August 2009 - Present
DiCrescenzo and Company 2006 - 2010
American Express Tax and Business Services 2000 - 2002
Skills
QuickBooks, Financial Reporting, Condos, Tax Preparation, Tax, Accounting, Auditing, GAAP, US GAAP, Income Tax, General Ledger, Due Diligence, Internal Controls, Bookkeeping, Financial Accounting
Education
Nova Southeastern University
Kasey Henry Kasey Henry's American Express Tax and Business Services Experience 2003 - 2005
Job CPA, Audit Manager at Hannis T. Bourgeois, LLP
Industry Accounting
Experience
Hannis T. Bourgeois, LLP November 2009 - Present
Postlethwaite and Netterville 2005 - 2009
American Express Tax and Business Services 2003 - 2005
Ingram, Wallis, and Company 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Contractors, Internal Controls, Microsoft Excel, Financial Analysis, CPA, GAAP, Financial Accounting, US GAAP, Audits of Employee..., Financial Statements, Financial Institutions, Consolidation, Financial Audits, Yellow Book, General Ledger, Fixed Assets
Education
Texas A&M University 1998 — 2001
Bachelor of Business Administration, Accounting
Hannis T. Bourgeois, LLP November 2009 - Present
Postlethwaite and Netterville 2005 - 2009
American Express Tax and Business Services 2003 - 2005
Ingram, Wallis, and Company 2001 - 2003
Skills
Accounting, Auditing, Financial Reporting, Contractors, Internal Controls, Microsoft Excel, Financial Analysis, CPA, GAAP, Financial Accounting, US GAAP, Audits of Employee..., Financial Statements, Financial Institutions, Consolidation, Financial Audits, Yellow Book, General Ledger, Fixed Assets
Education
Texas A&M University 1998 — 2001
Bachelor of Business Administration, Accounting
Janet M. Morgan Janet M. Morgan's American Express Tax and Business Services Experience 2003 - 2005
Job CoFounder/CEO Sequent Management, Inc.
Industry Executive Office
Experience
Sequent Management, Inc. March 2010 - Present
Antioch University 2007 - Present
It's Time Network January 2015 - July 2015
Restore the Earth Foundation, Inc. May 2013 - January 2015
Rural Education and Development (READ) Global 2007 - October 2012
CSRwire, The Corporate Social Responsibility Newswire March 2009 - March 2012
Morgan Amadeo, Inc. January 2007 - March 2009
Anthurium Solutions, Inc. February 2008 - June 2008
McGladrey 2005 - 2007
American Express Tax and Business Services 2003 - 2005
Skills
Change Management, Business Turnaround, Corporate Social..., Fundraising, Marketing, Board Development, Organizational Design, Non-profits, Social Entrepreneurship, Sustainability, Strategic Planning, Philanthropy, Public Speaking, Start-ups, Sustainable Business, Strategic Partnerships, Social Media, Entrepreneurship, Nonprofits, Brand Development, Project Management, Leadership Development, Integrated Marketing, Program Management, Leadership, Strategy, Public Relations, Editing, Research, Management Consulting, Event Management, Corporate Communications, Social Media Marketing, Business Planning, Business Strategy, Marketing Strategy, Business Development, Strategic Communications, CRM, Marketing Communications, Management, New Business Development, Analysis, Grants
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Global Management and Marketing
New York University 2002 — 2002
Professional Certificate, Fundraising and Philanthropy
University of Pennsylvania - The Wharton School 1999 — 1999
Professional Certificate, Global Leadership Practice
Harvard Business School 1993 — 1994
Professional Certificate, Advanced Negotiation, "Getting to Yes" Bill Ury
Stanford University Graduate School of Business 1987 — 1987
Professional Certificate, Finance for Non-financial Executives
Saint John's University 1971 — 1974
BS, Communications and Business Law
The Mary Louis Academy 1968 — 1971
Regents Diploma, Political Science
Sequent Management, Inc. March 2010 - Present
Antioch University 2007 - Present
It's Time Network January 2015 - July 2015
Restore the Earth Foundation, Inc. May 2013 - January 2015
Rural Education and Development (READ) Global 2007 - October 2012
CSRwire, The Corporate Social Responsibility Newswire March 2009 - March 2012
Morgan Amadeo, Inc. January 2007 - March 2009
Anthurium Solutions, Inc. February 2008 - June 2008
McGladrey 2005 - 2007
American Express Tax and Business Services 2003 - 2005
Skills
Change Management, Business Turnaround, Corporate Social..., Fundraising, Marketing, Board Development, Organizational Design, Non-profits, Social Entrepreneurship, Sustainability, Strategic Planning, Philanthropy, Public Speaking, Start-ups, Sustainable Business, Strategic Partnerships, Social Media, Entrepreneurship, Nonprofits, Brand Development, Project Management, Leadership Development, Integrated Marketing, Program Management, Leadership, Strategy, Public Relations, Editing, Research, Management Consulting, Event Management, Corporate Communications, Social Media Marketing, Business Planning, Business Strategy, Marketing Strategy, Business Development, Strategic Communications, CRM, Marketing Communications, Management, New Business Development, Analysis, Grants
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Global Management and Marketing
New York University 2002 — 2002
Professional Certificate, Fundraising and Philanthropy
University of Pennsylvania - The Wharton School 1999 — 1999
Professional Certificate, Global Leadership Practice
Harvard Business School 1993 — 1994
Professional Certificate, Advanced Negotiation, "Getting to Yes" Bill Ury
Stanford University Graduate School of Business 1987 — 1987
Professional Certificate, Finance for Non-financial Executives
Saint John's University 1971 — 1974
BS, Communications and Business Law
The Mary Louis Academy 1968 — 1971
Regents Diploma, Political Science
Deb Martorano's American Express Tax and Business Services Experience August 2004 - October 2005
Job Talent & Organization Consultant
Industry Management Consulting
Experience
Accenture May 2012 - Present
Motorola Mobile Devices September 2010 - May 2012
Motorola April 2007 - August 2010
RSM McGladrey October 2005 - April 2007
American Express Tax and Business Services August 2004 - October 2005
First Northwest Bank March 2003 - August 2004
Skills
Internal Controls, CAFM, SOX, Internal Audit, External Audit, Data Analysis, Excel, Access, Process Development, Process Improvement, SDLC, Sarbanes-Oxley Act, IT Audit, Microsoft Excel, Six Sigma, Analysis, CISA, SAS70, Cross-functional Team..., Change Management, Forecasting, Process Simulation, Governance, Risk Management, Information Security..., Auditing, Consulting, Business Process, Project Management, Banking, Finance
Education
University of Iowa 1998 — 2002
B.A, Computer Science
Buffalo Grove High School 1994 — 1998
Accenture May 2012 - Present
Motorola Mobile Devices September 2010 - May 2012
Motorola April 2007 - August 2010
RSM McGladrey October 2005 - April 2007
American Express Tax and Business Services August 2004 - October 2005
First Northwest Bank March 2003 - August 2004
Skills
Internal Controls, CAFM, SOX, Internal Audit, External Audit, Data Analysis, Excel, Access, Process Development, Process Improvement, SDLC, Sarbanes-Oxley Act, IT Audit, Microsoft Excel, Six Sigma, Analysis, CISA, SAS70, Cross-functional Team..., Change Management, Forecasting, Process Simulation, Governance, Risk Management, Information Security..., Auditing, Consulting, Business Process, Project Management, Banking, Finance
Education
University of Iowa 1998 — 2002
B.A, Computer Science
Buffalo Grove High School 1994 — 1998
David Berry, CFE, MBA's American Express Tax and Business Services Experience May 2004 - November 2004
Job Senior Manager, Global Finance GRC (Governance, Risk & Compliance) at EMC
Industry Accounting
Experience
EMC July 2014 - Present
Loyola University Maryland November 2013 - Present
EMC October 2012 - July 2014
Loyola University Maryland, Alumni Board of Directors May 2010 - November 2013
Ernst & Young June 2005 - October 2012
American Express Tax and Business Services May 2004 - November 2004
Skills
Enterprise Risk..., Business Strategy, Risk Management, Internal Controls, Compliance, Advisory, Financial Advisory, Auditing, External Audit, Sarbanes-Oxley Act, IT Audit, Business Process, Strategy, Mergers & Acquisitions, Financial Analysis, Risk Assessment, Financial Reporting, Internal Audit, US GAAP, Financial Accounting
Education
Loyola University Maryland 1999 — 2005
MBA, Accounting / Finance
Boston College Highschool 1995 — 1999
Highschool
EMC July 2014 - Present
Loyola University Maryland November 2013 - Present
EMC October 2012 - July 2014
Loyola University Maryland, Alumni Board of Directors May 2010 - November 2013
Ernst & Young June 2005 - October 2012
American Express Tax and Business Services May 2004 - November 2004
Skills
Enterprise Risk..., Business Strategy, Risk Management, Internal Controls, Compliance, Advisory, Financial Advisory, Auditing, External Audit, Sarbanes-Oxley Act, IT Audit, Business Process, Strategy, Mergers & Acquisitions, Financial Analysis, Risk Assessment, Financial Reporting, Internal Audit, US GAAP, Financial Accounting
Education
Loyola University Maryland 1999 — 2005
MBA, Accounting / Finance
Boston College Highschool 1995 — 1999
Highschool
Greg Bara, CPA Greg Bara, CPA's American Express Tax and Business Services Experience September 2003 - May 2005
Job Senior Manager Assurance at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP May 2006 - December 2011
Reznick Group May 2005 - May 2006
American Express Tax and Business Services September 2003 - May 2005
Holtz Rubenstein Reminick LLP December 1999 - September 2003
Berenson LLP July 1998 - November 1999
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Internal Audit, CPA, Financial Statements, Assurance, Finance, GAAP, US GAAP, Tax, Tax Returns
Education
St. Francis College 1994 — 1998
B.S., Accounting, Cum Laude
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP May 2006 - December 2011
Reznick Group May 2005 - May 2006
American Express Tax and Business Services September 2003 - May 2005
Holtz Rubenstein Reminick LLP December 1999 - September 2003
Berenson LLP July 1998 - November 1999
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Internal Audit, CPA, Financial Statements, Assurance, Finance, GAAP, US GAAP, Tax, Tax Returns
Education
St. Francis College 1994 — 1998
B.S., Accounting, Cum Laude
ANTHONY (TONY) FIORE, CPA, MBA ANTHONY (TONY) FIORE, CPA, MBA's American Express Tax and Business Services Experience January 1999 - August 2006
Job Vice President of Finance and Controller
Industry Accounting
Experience
Feeding America May 2015 - Present
Planned Parenthood of Illinois January 2012 - April 2015
Planned Parenthood of Illinois August 2010 - January 2012
McGladrey & Pullen September 2006 - August 2010
RSM McGladrey September 2006 - August 2010
American Express Tax and Business Services January 1999 - August 2006
Altschuler, Melvoin & Glasser, LLP September 1993 - January 1999
Skills
Accounting, Financial Reporting, Internal Controls, Budgets, Auditing, Financial Analysis, Finance, Leadership, Financial Accounting, Management, Non-profits, Nonprofits, Start-ups, CPA, Business Planning, Strategic Planning, Forecasting, Financial Statements, US GAAP, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1989 — 1993
Accounting, Accounting
Feeding America May 2015 - Present
Planned Parenthood of Illinois January 2012 - April 2015
Planned Parenthood of Illinois August 2010 - January 2012
McGladrey & Pullen September 2006 - August 2010
RSM McGladrey September 2006 - August 2010
American Express Tax and Business Services January 1999 - August 2006
Altschuler, Melvoin & Glasser, LLP September 1993 - January 1999
Skills
Accounting, Financial Reporting, Internal Controls, Budgets, Auditing, Financial Analysis, Finance, Leadership, Financial Accounting, Management, Non-profits, Nonprofits, Start-ups, CPA, Business Planning, Strategic Planning, Forecasting, Financial Statements, US GAAP, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1989 — 1993
Accounting, Accounting
Maureen Nebel Maureen Nebel's American Express Tax and Business Services Experience 1999 - 2005
Job
Industry Accounting
Experience
McGladrey October 2015 - Present
McGladrey & Pullen, LLP 2005 - September 2015
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin & Glasser 1990 - 1999
Phelan, Pope & John, Ltd. 1986 - 1989
Bekins Van Lines 1983 - 1986
Doty, Jarrow & Co. 1977 - 1979
Skills
CPA, Auditing, Hedge Funds, Accounting, Financial Services, Management, Fund Of Funds, GAAP, Financial Reporting, US GAAP, Internal Controls, Tax Research, Partnership Taxation, Tax, Financial Analysis
Education
DePaul University 1976 — 1980
BSC
Queen of Peace High School
St. Thomas More
McGladrey October 2015 - Present
McGladrey & Pullen, LLP 2005 - September 2015
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin & Glasser 1990 - 1999
Phelan, Pope & John, Ltd. 1986 - 1989
Bekins Van Lines 1983 - 1986
Doty, Jarrow & Co. 1977 - 1979
Skills
CPA, Auditing, Hedge Funds, Accounting, Financial Services, Management, Fund Of Funds, GAAP, Financial Reporting, US GAAP, Internal Controls, Tax Research, Partnership Taxation, Tax, Financial Analysis
Education
DePaul University 1976 — 1980
BSC
Queen of Peace High School
St. Thomas More
Billy Chan Billy Chan's American Express Tax and Business Services Experience March 2003 - March 2004
Job Seasoned Marketing Professional Strategy, Acquisition, Loyalty, Product Management with Strong Analytical Background
Industry Marketing and Advertising
Experience
American Express May 2011 - Present
American Express March 2008 - April 2011
Citigroup - Citi Cards November 2006 - February 2008
American Express May 2004 - November 2006
American Express Tax and Business Services March 2003 - March 2004
Catalina Marketing Corp. September 2002 - March 2003
Johnson & Johnson May 2001 - July 2001
Pricewaterhouse Coopers July 1997 - June 2000
Skills
Segmentation, Strategy, Competitive Analysis, Analytics, CRM, Product Management, ROI Management, ROI Optimization, Loyalty Marketing, Customer Acquisition, Direct Marketing, Customer Lifecycle..., Email Marketing, Direct Mail Campaigns, Affiliate Marketing, B2B Marketing, Marketing Communications, Marketing Strategy, Business Development, Marketing, Management
Education
New York University - Leonard N. Stern School of Business
BS, Finance
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing and Corporate Strategy
American Express May 2011 - Present
American Express March 2008 - April 2011
Citigroup - Citi Cards November 2006 - February 2008
American Express May 2004 - November 2006
American Express Tax and Business Services March 2003 - March 2004
Catalina Marketing Corp. September 2002 - March 2003
Johnson & Johnson May 2001 - July 2001
Pricewaterhouse Coopers July 1997 - June 2000
Skills
Segmentation, Strategy, Competitive Analysis, Analytics, CRM, Product Management, ROI Management, ROI Optimization, Loyalty Marketing, Customer Acquisition, Direct Marketing, Customer Lifecycle..., Email Marketing, Direct Mail Campaigns, Affiliate Marketing, B2B Marketing, Marketing Communications, Marketing Strategy, Business Development, Marketing, Management
Education
New York University - Leonard N. Stern School of Business
BS, Finance
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing and Corporate Strategy
Warren Stippich, CPA, CIA's American Express Tax and Business Services Experience 1999 - 2003
Job National Partner Leading Governance, Risk and Compliance at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP May 2003 - Present
American Express Tax and Business Services 1999 - 2003
DEKALB Genetics Corporation 1997 - 1999
Arthur Andersen 1990 - 1997
Skills
Audit Committee Chairman, Operational Consulting, Board Governance, Internal Audit, Chief Audit Executive, Not for Profit Audit..., Accounting, Audit Committee, Auditing, Business Process..., CPA, Consulting, Corporate Finance, Due Diligence, Enterprise Risk..., Entrepreneurship, External Audit, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forensic Accounting, GAAP, Governance, IFRS, Internal Controls, Leadership, Management, Management Consulting, Managerial Finance, Mergers, Not for Profit, Restructuring, Risk Management, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Bachelor of Science in Accountancy
Grant Community High School 1982 — 1986
Grant Thornton LLP May 2003 - Present
American Express Tax and Business Services 1999 - 2003
DEKALB Genetics Corporation 1997 - 1999
Arthur Andersen 1990 - 1997
Skills
Audit Committee Chairman, Operational Consulting, Board Governance, Internal Audit, Chief Audit Executive, Not for Profit Audit..., Accounting, Audit Committee, Auditing, Business Process..., CPA, Consulting, Corporate Finance, Due Diligence, Enterprise Risk..., Entrepreneurship, External Audit, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forensic Accounting, GAAP, Governance, IFRS, Internal Controls, Leadership, Management, Management Consulting, Managerial Finance, Mergers, Not for Profit, Restructuring, Risk Management, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Bachelor of Science in Accountancy
Grant Community High School 1982 — 1986
Harold Anderson CPA, CIA's American Express Tax and Business Services Experience February 1996 - February 1998
Job Internal Audit Executive at NCCI
Industry Insurance
Experience
NCCI March 2013 - Present
Infor May 2008 - May 2011
IAC January 2004 - April 2008
WDW 1998 - 2004
American Express Tax and Business Services February 1996 - February 1998
Vestal & Company September 1991 - February 1996
KPMG Peat Marwick August 1988 - September 1991
Harris Corporation May 1984 - August 1988
Skills
Internal Audit, SOX, Internal Controls, IT Audit, Risk Assessment, Sarbanes-Oxley Act, Banking, Management Consulting, Accounting, Auditing, Assurance, Financial Analysis, Tax, Enterprise Risk..., Financial Reporting
Education
Florida State University - College of Business 1980 — 1984
Bachelor's degree, Accounting
NCCI March 2013 - Present
Infor May 2008 - May 2011
IAC January 2004 - April 2008
WDW 1998 - 2004
American Express Tax and Business Services February 1996 - February 1998
Vestal & Company September 1991 - February 1996
KPMG Peat Marwick August 1988 - September 1991
Harris Corporation May 1984 - August 1988
Skills
Internal Audit, SOX, Internal Controls, IT Audit, Risk Assessment, Sarbanes-Oxley Act, Banking, Management Consulting, Accounting, Auditing, Assurance, Financial Analysis, Tax, Enterprise Risk..., Financial Reporting
Education
Florida State University - College of Business 1980 — 1984
Bachelor's degree, Accounting
Donald Zucker Donald Zucker's American Express Tax and Business Services Experience 2001 - 2006
Job PwC Assurance Managing Director
Industry Accounting
Experience
PwC March 2006 - Present
American Express Tax and Business Services 2001 - 2006
Skills
Assurance, ERISA, Employee benefits, Audits of Employee..., Employee Benefits, Management, Leadership, SEC Filings, Sarbanes-Oxley Act, Financial Accounting, Accounting, External Audit, Financial Analysis
Education
Cleveland State University
Masters Degree, Business Administration
Kenyon College
Bachelor of Arts (BA), English Language and Literature/Letters
PwC March 2006 - Present
American Express Tax and Business Services 2001 - 2006
Skills
Assurance, ERISA, Employee benefits, Audits of Employee..., Employee Benefits, Management, Leadership, SEC Filings, Sarbanes-Oxley Act, Financial Accounting, Accounting, External Audit, Financial Analysis
Education
Cleveland State University
Masters Degree, Business Administration
Kenyon College
Bachelor of Arts (BA), English Language and Literature/Letters
Tom Tate Tom Tate's American Express Tax and Business Services Experience April 2000 - January 2005
Job Managing Member at Woodrum Tate & Associates PLLC
Industry Accounting
Experience
Woodrum Tate & Associates PLLC April 2005 - Present
The Tax Club 2010 - 2013
American Express Tax and Business Services April 2000 - January 2005
Ernst and Young December 1980 - January 1991
Skills
Income Tax, Accounting, Financial Analysis, Sales Tax, Business Valuation, CPA, Tax, Tax Preparation, Mergers, Financial Reporting, Forensic Accounting, Tax Research, Corporate Tax, Financial Accounting, Tax Returns, Finance, Cash Management, Internal Controls, Partnership Taxation, QuickBooks, Tax Accounting, Peachtree, S Corporations, General Ledger, Strategic Financial..., Due Diligence, Auditing, Mergers & Acquisitions, Payroll Taxes, Real Estate, Accounts Payable, Account Reconciliation, LLC, Small Business, Managerial Finance, Trusts, Tax Advisory, Multi-State Sales Tax
Education
University of Tulsa 1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management
Ohio University 1978 — 1979
Woodrum Tate & Associates PLLC April 2005 - Present
The Tax Club 2010 - 2013
American Express Tax and Business Services April 2000 - January 2005
Ernst and Young December 1980 - January 1991
Skills
Income Tax, Accounting, Financial Analysis, Sales Tax, Business Valuation, CPA, Tax, Tax Preparation, Mergers, Financial Reporting, Forensic Accounting, Tax Research, Corporate Tax, Financial Accounting, Tax Returns, Finance, Cash Management, Internal Controls, Partnership Taxation, QuickBooks, Tax Accounting, Peachtree, S Corporations, General Ledger, Strategic Financial..., Due Diligence, Auditing, Mergers & Acquisitions, Payroll Taxes, Real Estate, Accounts Payable, Account Reconciliation, LLC, Small Business, Managerial Finance, Trusts, Tax Advisory, Multi-State Sales Tax
Education
University of Tulsa 1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management
Ohio University 1978 — 1979
James Menck CPA, CIA, CFE, CFE (Fraud), MCM James Menck CPA, CIA, CFE, CFE (Fraud), MCM's American Express Tax and Business Services Experience March 2003 - September 2005
Job Senior Manager at Eide Bailly LLP
Industry Insurance
Experience
Eide Bailly LLP November 2010 - Present
HealthMarkets September 2005 - October 2010
American Express Tax and Business Services March 2003 - September 2005
KPMG Advisory 1993 - 2003
Texas Department of Insurance 1987 - 1993
Education
Texas State University-San Marcos 1981 — 1986
Bachelor of Business Administration, Accounting
Highlands High School
Highlands High School
Highlands High School
Eide Bailly LLP November 2010 - Present
HealthMarkets September 2005 - October 2010
American Express Tax and Business Services March 2003 - September 2005
KPMG Advisory 1993 - 2003
Texas Department of Insurance 1987 - 1993
Education
Texas State University-San Marcos 1981 — 1986
Bachelor of Business Administration, Accounting
Highlands High School
Highlands High School
Highlands High School
Ravi Panchmatia, MBA, CPA Ravi Panchmatia, MBA, CPA's American Express Tax and Business Services Experience January 2004 - April 2004
Job Director, Client Finance
Industry Medical Devices
Experience
PAREXEL December 2012 - Present
Boston Scientific April 2009 - December 2012
Pricewaterhousecoopers LLP August 2007 - December 2008
Ernst & Young LLP January 2006 - August 2007
EMC Corporation July 2004 - January 2006
American Express Tax and Business Services January 2004 - April 2004
Skills
Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Accounting, US GAAP, Corporate Finance, Internal Controls, Auditing, Financial Accounting, Strategic Financial..., Forecasting, IFRS, Internal Audit
Education
Bentley University
MBA, Finance
Boston College 2015 — 2015
Essentials of Initiating Clinical Research, Project Management
University of Mumbai
Master of Commerce, Accounting / Taxation
Narsee Monjee College of Commerce and Economics
Bachelor's degree, Commere, Accounting / Taxation
Maneckji Cooper
High School
PAREXEL December 2012 - Present
Boston Scientific April 2009 - December 2012
Pricewaterhousecoopers LLP August 2007 - December 2008
Ernst & Young LLP January 2006 - August 2007
EMC Corporation July 2004 - January 2006
American Express Tax and Business Services January 2004 - April 2004
Skills
Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Accounting, US GAAP, Corporate Finance, Internal Controls, Auditing, Financial Accounting, Strategic Financial..., Forecasting, IFRS, Internal Audit
Education
Bentley University
MBA, Finance
Boston College 2015 — 2015
Essentials of Initiating Clinical Research, Project Management
University of Mumbai
Master of Commerce, Accounting / Taxation
Narsee Monjee College of Commerce and Economics
Bachelor's degree, Commere, Accounting / Taxation
Maneckji Cooper
High School
Paul Calamita Paul Calamita's American Express Tax and Business Services Experience September 2003 - March 2008
Job Partner Technology and Management Consulting Services at McGladrey LLP
Industry Management Consulting
Experience
McGladrey January 2013 - Present
Protiviti Inc. March 2008 - December 2012
RSM McGladrey November 2005 - March 2008
American Express Tax and Business Services September 2003 - March 2008
PricewaterhouseCoopers November 2002 - September 2003
BearingPoint July 2002 - November 2002
Arthur Andersen LLP December 1993 - June 2002
Skills
Enterprise Risk..., Business Process, Program Management, PMO, Strategy, Internal Controls, Integration, Change Management, Business Process..., Consulting, Executive Management, Financial Services, Business Transformation, Acquisition Integration, Risk Management, Internal Audit, Finance, Sarbanes-Oxley Act, ERP, Management, Management Consulting
Education
Quinnipiac University - School of Business 1990 — 1992
MBA, Business
Southern Connecticut State University 1984 — 1988
North Branford High School 1981 — 1984
McGladrey January 2013 - Present
Protiviti Inc. March 2008 - December 2012
RSM McGladrey November 2005 - March 2008
American Express Tax and Business Services September 2003 - March 2008
PricewaterhouseCoopers November 2002 - September 2003
BearingPoint July 2002 - November 2002
Arthur Andersen LLP December 1993 - June 2002
Skills
Enterprise Risk..., Business Process, Program Management, PMO, Strategy, Internal Controls, Integration, Change Management, Business Process..., Consulting, Executive Management, Financial Services, Business Transformation, Acquisition Integration, Risk Management, Internal Audit, Finance, Sarbanes-Oxley Act, ERP, Management, Management Consulting
Education
Quinnipiac University - School of Business 1990 — 1992
MBA, Business
Southern Connecticut State University 1984 — 1988
North Branford High School 1981 — 1984
Andrea Farr Capizzi, CPA Andrea Farr Capizzi, CPA's American Express Tax and Business Services Experience October 1998 - September 2004
Job Advising Entrepreneurs | Business Valuation | International Accounting | Forensic Accounting
Industry Accounting
Experience
Michael Silver & Company CPAs June 2013 - Present
Accounting, Business Valuations & Forensics June 2011 - Present
McGladrey October 2004 - May 2011
American Express Tax and Business Services October 1998 - September 2004
Berger, Goldstein & Company June 1987 - September 1998
Skills
Accounting, Auditing, Tax, Business Valuation, Financial Reporting, GAAP, Financial Statements, Forecasting, Corporate Tax, Strategic Planning, Analysis, Tax Preparation, Leadership, Tax Accounting, Finance, Budgets, CPA, Financial Analysis, Financial Accounting, Valuation, Forensic Analysis, US GAAP, Succession Planning, Leadership Development, Estate Planning, Trusts, Wealth Management, Cash Flow Forecasting, Strategic Financial..., Staff Development, Financial Planning, Budgeting, Non-profit Leadership, Forensic Investigations, Compliance, Projections, Audit, Internal Controls, International Accounting, IFRS, Management
Education
Northern Illinois University 1983 — 1987
Bachelor of Science in Accoutancy, Bachelor of Science in Marketing
Waukegan East H.S.
High School Diploma
Michael Silver & Company CPAs June 2013 - Present
Accounting, Business Valuations & Forensics June 2011 - Present
McGladrey October 2004 - May 2011
American Express Tax and Business Services October 1998 - September 2004
Berger, Goldstein & Company June 1987 - September 1998
Skills
Accounting, Auditing, Tax, Business Valuation, Financial Reporting, GAAP, Financial Statements, Forecasting, Corporate Tax, Strategic Planning, Analysis, Tax Preparation, Leadership, Tax Accounting, Finance, Budgets, CPA, Financial Analysis, Financial Accounting, Valuation, Forensic Analysis, US GAAP, Succession Planning, Leadership Development, Estate Planning, Trusts, Wealth Management, Cash Flow Forecasting, Strategic Financial..., Staff Development, Financial Planning, Budgeting, Non-profit Leadership, Forensic Investigations, Compliance, Projections, Audit, Internal Controls, International Accounting, IFRS, Management
Education
Northern Illinois University 1983 — 1987
Bachelor of Science in Accoutancy, Bachelor of Science in Marketing
Waukegan East H.S.
High School Diploma
Chad Baker, CPA, MT Chad Baker, CPA, MT's American Express Tax and Business Services Experience June 2001 - December 2002
Job Staff Accountant at Joseph V. Nerone & Associates, Inc.
Industry Accounting
Experience
Joseph V. Nerone & Associates, Inc. January 2003 - Present
American Express Tax and Business Services June 2001 - December 2002
Skills
Accounting, Tax, Tax Returns
Education
Capital University Law School 2006 — 2011
Master's of Taxation, Taxation
Capital University 1997 — 2001
Bachelor, Accounting
Joseph V. Nerone & Associates, Inc. January 2003 - Present
American Express Tax and Business Services June 2001 - December 2002
Skills
Accounting, Tax, Tax Returns
Education
Capital University Law School 2006 — 2011
Master's of Taxation, Taxation
Capital University 1997 — 2001
Bachelor, Accounting
John Garbot, ERPA, QPA John Garbot, ERPA, QPA's American Express Tax and Business Services Experience January 1999 - December 2004
Job Director Retirement Benefit Consulting with expertise in Client Relationship Management || Open to New Opportunities
Industry Accounting
Experience
Leaders in Retirement Benefit Consulting Greater Chicago Area 2012 - Present
Verisight, Inc August 2011 - October 2012
McGladrey January 2005 - August 2011
American Express Tax and Business Services January 1999 - December 2004
Altschuler Melvoin & Glasser, LLP January 1994 - December 1998
Engler Zoghlin Mann, Ltd. March 1988 - December 1994
Skills
Pensions, 401k, Profit Sharing, Retirement Plan Design, ERISA, Compliance, Qualified Retirement..., Qualified Plan..., Pension Administration, Retirement Plan..., Retirement Plan Record..., Enrolled Retirement..., Qualified Plan..., Account Management, Relationship Management, Team Management, Multi-site Team..., Daily Value Record..., Toastmasters, Plan Compliance, Retirement Planning, Employee Benefits, Retirement, Financial Services, Process Improvement, Business Planning, Actuarial Science, Payroll
Education
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Mathematics and Economics
Leaders in Retirement Benefit Consulting Greater Chicago Area 2012 - Present
Verisight, Inc August 2011 - October 2012
McGladrey January 2005 - August 2011
American Express Tax and Business Services January 1999 - December 2004
Altschuler Melvoin & Glasser, LLP January 1994 - December 1998
Engler Zoghlin Mann, Ltd. March 1988 - December 1994
Skills
Pensions, 401k, Profit Sharing, Retirement Plan Design, ERISA, Compliance, Qualified Retirement..., Qualified Plan..., Pension Administration, Retirement Plan..., Retirement Plan Record..., Enrolled Retirement..., Qualified Plan..., Account Management, Relationship Management, Team Management, Multi-site Team..., Daily Value Record..., Toastmasters, Plan Compliance, Retirement Planning, Employee Benefits, Retirement, Financial Services, Process Improvement, Business Planning, Actuarial Science, Payroll
Education
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Mathematics and Economics
Peter R. Epp, CPA Peter R. Epp, CPA's American Express Tax and Business Services Experience July 1998 - May 2005
Job Partner at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP February 2014 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey June 2006 - January 2011
Goldstein Golub Kessler LLP July 1994 - May 2006
American Express Tax and Business Services July 1998 - May 2005
Jeffrey T. Latman and Company, PC July 1985 - June 1994
Skills
Medicare/Medicaid..., FQHC Cost Reports and..., Federal Grants..., Strategic/Business..., Payment Reform, Revenue Cycle..., Managed Care, Financial Projections, Corporate Compliance, Financial Operatons..., Leadership, Nonprofits, Financial Analysis, Public Speaking, Medicare, Strategic Planning, Healthcare, Management, Medicaid, Program Management, Consulting, Auditing, Management Consulting, Financial Reporting, Accounting
Education
State University of New York at Binghamton 1981 — 1985
Bachelor's of Science, Accounting
Massapequa High School 1977 — 1981
High School Diploma - Magna Cum Laude
CohnReznick LLP February 2014 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey June 2006 - January 2011
Goldstein Golub Kessler LLP July 1994 - May 2006
American Express Tax and Business Services July 1998 - May 2005
Jeffrey T. Latman and Company, PC July 1985 - June 1994
Skills
Medicare/Medicaid..., FQHC Cost Reports and..., Federal Grants..., Strategic/Business..., Payment Reform, Revenue Cycle..., Managed Care, Financial Projections, Corporate Compliance, Financial Operatons..., Leadership, Nonprofits, Financial Analysis, Public Speaking, Medicare, Strategic Planning, Healthcare, Management, Medicaid, Program Management, Consulting, Auditing, Management Consulting, Financial Reporting, Accounting
Education
State University of New York at Binghamton 1981 — 1985
Bachelor's of Science, Accounting
Massapequa High School 1977 — 1981
High School Diploma - Magna Cum Laude
R Peter Fontaine R Peter Fontaine's American Express Tax and Business Services Experience January 2003 - October 2005
Job Accomplished Attorney Serving the Accounting Profession
Industry Accounting
Experience
NewGate Law June 2012 - Present
RSM McGladrey October 2005 - April 2012
American Express Tax and Business Services January 2003 - October 2005
Arthur Andersen LLP August 1995 - December 2002
Digital Equipment Corportation November 1984 - August 1995
Skills
Mergers & Acquisitions, Corporate Governance, Intellectual Property, Corporate Law, Litigation Management, Licensing, Divestitures, Enterprise Risk..., Acquisitions, Employment Law, Joint Ventures, Brand Development, Human Resources, Risk Management, Compliance, Accounting, Regulatory Compliance, Intellectual Capital..., Leadership, Strategy, Executive Management, Due Diligence, Program Management, M&A experience, International Accounting, International..., Employment Law and HR...
Education
College of the Holy Cross
A.B.
New England School of Law
L.L.B.
NewGate Law June 2012 - Present
RSM McGladrey October 2005 - April 2012
American Express Tax and Business Services January 2003 - October 2005
Arthur Andersen LLP August 1995 - December 2002
Digital Equipment Corportation November 1984 - August 1995
Skills
Mergers & Acquisitions, Corporate Governance, Intellectual Property, Corporate Law, Litigation Management, Licensing, Divestitures, Enterprise Risk..., Acquisitions, Employment Law, Joint Ventures, Brand Development, Human Resources, Risk Management, Compliance, Accounting, Regulatory Compliance, Intellectual Capital..., Leadership, Strategy, Executive Management, Due Diligence, Program Management, M&A experience, International Accounting, International..., Employment Law and HR...
Education
College of the Holy Cross
A.B.
New England School of Law
L.L.B.
Nick Hess Nick Hess's American Express Tax and Business Services Experience 2000 - 2006
Job Audit Director at McGladrey
Industry Accounting
Timothy O'Hara Timothy O'Hara's American Express Tax and Business Services Experience 1996 - 1999
Job SVP of Finance at Hasbro
Industry Entertainment
Experience
Hasbro, Inc. - Wizards of the Coast 2012 - Present
Red Bull Canada Ltd. 2004 - 2012
Red Bull North America 2000 - 2004
FTD.com 1999 - 2000
American Express Tax and Business Services 1996 - 1999
Skills
Financial Reporting, Strategic Planning, Team Building, Start-ups, Financial Planning, Financial Systems..., Cash Flow Management, High Growth Companies, Implementing Processes
Education
Marquette University 1990 — 1994
BS, Accounting
Hasbro, Inc. - Wizards of the Coast 2012 - Present
Red Bull Canada Ltd. 2004 - 2012
Red Bull North America 2000 - 2004
FTD.com 1999 - 2000
American Express Tax and Business Services 1996 - 1999
Skills
Financial Reporting, Strategic Planning, Team Building, Start-ups, Financial Planning, Financial Systems..., Cash Flow Management, High Growth Companies, Implementing Processes
Education
Marquette University 1990 — 1994
BS, Accounting
Paul Renda, CPA, CGMA Paul Renda, CPA, CGMA's American Express Tax and Business Services Experience 1995 - 2001
Job Owner/Consultant at Renda CFO Advisors, LLC
Industry Management Consulting
Experience
Renda CFO Advisors, LLC January 2015 - Present
Employment Background Investigations, Inc. September 2006 - December 2014
Ann's House of Nuts, Inc. 2001 - 2006
American Express Tax and Business Services 1995 - 2001
Skills
Banking, Cash Management, Financial Modeling, Financial Reporting, Accounting, Finance, Leadership, Strategy, CPA, Human Resources, Due Diligence, Negotiation, Accounts Receivable, Financial Analysis, Process Improvement, Mergers & Acquisitions, Internal Controls, Forecasting, Executive Management, Auditing, Budgets, Managerial Finance, Financial Accounting, Revenue Recognition, Cash Flow, Accounts Payable, GAAP, Sarbanes-Oxley, Management
Education
Queens College 1980 — 1983
BA, Accounting & Economics
Roger Williams University 1979 — 1980
Business/Accounting
Renda CFO Advisors, LLC January 2015 - Present
Employment Background Investigations, Inc. September 2006 - December 2014
Ann's House of Nuts, Inc. 2001 - 2006
American Express Tax and Business Services 1995 - 2001
Skills
Banking, Cash Management, Financial Modeling, Financial Reporting, Accounting, Finance, Leadership, Strategy, CPA, Human Resources, Due Diligence, Negotiation, Accounts Receivable, Financial Analysis, Process Improvement, Mergers & Acquisitions, Internal Controls, Forecasting, Executive Management, Auditing, Budgets, Managerial Finance, Financial Accounting, Revenue Recognition, Cash Flow, Accounts Payable, GAAP, Sarbanes-Oxley, Management
Education
Queens College 1980 — 1983
BA, Accounting & Economics
Roger Williams University 1979 — 1980
Business/Accounting
Sharon Bradley's American Express Tax and Business Services Experience February 1999 - October 2002
Job Audit Partner at Daszkal Bolton
Industry Accounting
Experience
Daszkal Bolton October 2002 - Present
American Express Tax and Business Services February 1999 - October 2002
Skills
GAAP, CPA, Financial Reporting, Auditing, Internal Controls, SEC filings, US GAAP, OMB Circular A-133, Forensic Accounting, Financial Analysis, Business Valuation, Financial Audits, Strategic Financial..., Mergers & Acquisitions, Corporate Tax, Tax Preparation, Due Diligence, Accounting, Tax Returns, Tax Research, International Tax, IPO, Financial Accounting, Revenue Recognition, Cash Flow, Income Tax, Tax, Sarbanes-Oxley Act, QuickBooks, Peachtree, Tax Accounting, External Audit, Financial Statements, Partnership Taxation, General Ledger, Tax Advisory, Personal Tax Planning, Sarbanes-Oxley, Internal Audit, ProSystem fx Tax, Cost Accounting, IFRS, Sales Tax, Bookkeeping, Consolidation, Big 4, Account Reconciliation, Cash Flow Forecasting
Education
Nova Southeastern University 1997 — 2000
Master's of Accounting, Accounting
Northwood University-Florida 1990 — 1994
Bachelor's degree, Accounting
Daszkal Bolton October 2002 - Present
American Express Tax and Business Services February 1999 - October 2002
Skills
GAAP, CPA, Financial Reporting, Auditing, Internal Controls, SEC filings, US GAAP, OMB Circular A-133, Forensic Accounting, Financial Analysis, Business Valuation, Financial Audits, Strategic Financial..., Mergers & Acquisitions, Corporate Tax, Tax Preparation, Due Diligence, Accounting, Tax Returns, Tax Research, International Tax, IPO, Financial Accounting, Revenue Recognition, Cash Flow, Income Tax, Tax, Sarbanes-Oxley Act, QuickBooks, Peachtree, Tax Accounting, External Audit, Financial Statements, Partnership Taxation, General Ledger, Tax Advisory, Personal Tax Planning, Sarbanes-Oxley, Internal Audit, ProSystem fx Tax, Cost Accounting, IFRS, Sales Tax, Bookkeeping, Consolidation, Big 4, Account Reconciliation, Cash Flow Forecasting
Education
Nova Southeastern University 1997 — 2000
Master's of Accounting, Accounting
Northwood University-Florida 1990 — 1994
Bachelor's degree, Accounting
Steve Eubanks, EA, MBA Steve Eubanks, EA, MBA's American Express Tax and Business Services Experience January 1990 - April 1990
Job Tax Partner at Strategic Tax Group
Industry Accounting
Experience
Strategic Tax Group January 1986 - Present
Intuit June 1990 - Present
American Express Tax and Business Services January 1990 - April 1990
Skills
Lacerte Tax Software, Quickbooks, Microsoft Office, RIA Checkpoint, BNA Research, Tax Preparation, Tax Resolutions, Tax Planning, Speaking Engagements, Tax, Small Business, High Net Worth..., IRS Appeals, Eclipse, HTML, XML Schema, XML Spy, Web Design, ProSeries Tax Software, Product Design, Agile Methodologies, Scrum, Java, IRS
Education
Amberton University 1994 — 1996
MBA, Finance
American Institute of Banking 1988 — 1989
AIB General Banking Diploma, General Banking
The University of Texas at Arlington 1982 — 1984
BBA, Finance
Strategic Tax Group January 1986 - Present
Intuit June 1990 - Present
American Express Tax and Business Services January 1990 - April 1990
Skills
Lacerte Tax Software, Quickbooks, Microsoft Office, RIA Checkpoint, BNA Research, Tax Preparation, Tax Resolutions, Tax Planning, Speaking Engagements, Tax, Small Business, High Net Worth..., IRS Appeals, Eclipse, HTML, XML Schema, XML Spy, Web Design, ProSeries Tax Software, Product Design, Agile Methodologies, Scrum, Java, IRS
Education
Amberton University 1994 — 1996
MBA, Finance
American Institute of Banking 1988 — 1989
AIB General Banking Diploma, General Banking
The University of Texas at Arlington 1982 — 1984
BBA, Finance
Charles Riess Charles Riess's American Express Tax and Business Services Experience July 1998 - October 2005
Job Not for Profit and Commercial Information Technology and Business Performance Improvement Expert, McGladrey
Industry Management Consulting
Experience
McGladrey October 2005 - Present
American Express Tax and Business Services July 1998 - October 2005
Goldstein Golub Kessler September 1992 - July 1998
Laventhol & Horwath 1982 - 1990
Skills
Not for Profit, Management Consulting, Strategic Planning, Business Process..., Process Improvement, CRM, Wholesale, Business Analysis, IT Strategy, IT Solutions, IT Transformation, Software Consulting, Process Consulting, Fundraising, Financial Accounting, ERP Selection, ERP Implementations, Strategy, Team Building, Leadership, Business Intelligence, Business Development, ERP, Integration, Business Planning, Management, IT Management, Project Planning, Project Management, Analysis, Budgets, Finance, PMO, Mergers & Acquisitions, P&L Management, Business Process
Education
Hofstra University 1977 — 1980
MBA, Management
Stony Brook University 1972 — 1976
B.S., Biology
McGladrey October 2005 - Present
American Express Tax and Business Services July 1998 - October 2005
Goldstein Golub Kessler September 1992 - July 1998
Laventhol & Horwath 1982 - 1990
Skills
Not for Profit, Management Consulting, Strategic Planning, Business Process..., Process Improvement, CRM, Wholesale, Business Analysis, IT Strategy, IT Solutions, IT Transformation, Software Consulting, Process Consulting, Fundraising, Financial Accounting, ERP Selection, ERP Implementations, Strategy, Team Building, Leadership, Business Intelligence, Business Development, ERP, Integration, Business Planning, Management, IT Management, Project Planning, Project Management, Analysis, Budgets, Finance, PMO, Mergers & Acquisitions, P&L Management, Business Process
Education
Hofstra University 1977 — 1980
MBA, Management
Stony Brook University 1972 — 1976
B.S., Biology
Loretta Reed PMP Loretta Reed PMP's American Express Tax and Business Services Experience 1997 - 2005
Job at GivEndeavors
Industry Management Consulting
Experience
GIVEndeavors August 2010 - Present
McGladrey October 2005 - April 2011
American Express Tax and Business Services 1997 - 2005
Checkers, Simon & Rosner 1987 - 1997
Scully-Jones Corporation 1983 - 1987
Allied Corporation 1977 - 1983
Skills
Business Analysis, Operations Management, Business Process..., Continuous Improvement, Order to Cash, Procure-to-Pay, Sarbanes-Oxley Act, Business Process..., Internal Controls, Accounting, Process Improvement, Management Consulting, Internal Audit, Auditing, Risk Management, Change Management
Education
Bowling Green State University 1976 — 1977
MBA, Business
Clarke University 1972 — 1976
BA, Business/Computer Science
GIVEndeavors August 2010 - Present
McGladrey October 2005 - April 2011
American Express Tax and Business Services 1997 - 2005
Checkers, Simon & Rosner 1987 - 1997
Scully-Jones Corporation 1983 - 1987
Allied Corporation 1977 - 1983
Skills
Business Analysis, Operations Management, Business Process..., Continuous Improvement, Order to Cash, Procure-to-Pay, Sarbanes-Oxley Act, Business Process..., Internal Controls, Accounting, Process Improvement, Management Consulting, Internal Audit, Auditing, Risk Management, Change Management
Education
Bowling Green State University 1976 — 1977
MBA, Business
Clarke University 1972 — 1976
BA, Business/Computer Science
Lea Wilkening's American Express Tax and Business Services Experience 1999 - 2001
Job Owner, Wilkening Partners Certified Public Accountants
Industry Accounting
Experience
John Knox Chrisitan School - Oakville June 2014 - Present
Wilkening Partners 2007 - Present
Trinity Christian College 2005 - 2009
Ostrow Reisin Berk & Abrams February 2007 - April 2008
ShopperTrak September 2002 - September 2005
Alden Management Services 2001 - 2002
American Express Tax and Business Services 1999 - 2001
Skills
Retail, Construction, Start-ups, Information Technology, Mergers, Finance, Auditing, Tax, Financial Analysis, Mergers & Acquisitions, Corporate Tax, Due Diligence, Income Tax, CPA, Accounting, Strategic Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Accountancy
John Knox Chrisitan School - Oakville June 2014 - Present
Wilkening Partners 2007 - Present
Trinity Christian College 2005 - 2009
Ostrow Reisin Berk & Abrams February 2007 - April 2008
ShopperTrak September 2002 - September 2005
Alden Management Services 2001 - 2002
American Express Tax and Business Services 1999 - 2001
Skills
Retail, Construction, Start-ups, Information Technology, Mergers, Finance, Auditing, Tax, Financial Analysis, Mergers & Acquisitions, Corporate Tax, Due Diligence, Income Tax, CPA, Accounting, Strategic Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Accountancy
Christina Wu Christina Wu's American Express Tax and Business Services Experience December 1999 - May 2000
Job Director Human Capital Technology
Industry Transportation/Trucking/Railroad
Experience
Amtrak November 2014 - Present
Etrade Financial September 2009 - November 2014
FBR February 2008 - September 2009
Conservation International November 2003 - February 2008
Jones Day October 2001 - November 2003
GE GXS May 2000 - February 2001
Marriott International 2001 - 2001
American Express Tax and Business Services December 1999 - May 2000
Skills
Employee Benefits, Human Resources, Talent Management, Benefits Administration, Employee Relations, HRIS, ADP Payroll, Applicant Tracking..., HR Policies, HRIS Database Management, Onboarding, Performance Management, Personnel Management, Talent Acquisition, Vendor Management, Workforce Planning, Deferred Compensation, Oracle E-Business Suite, SaaS
Education
University of Maryland College Park 1994 — 2000
Bachelor of Arts (BA), Spanish Language and Literature
Salisbury State University 1993 — 1993
Amtrak November 2014 - Present
Etrade Financial September 2009 - November 2014
FBR February 2008 - September 2009
Conservation International November 2003 - February 2008
Jones Day October 2001 - November 2003
GE GXS May 2000 - February 2001
Marriott International 2001 - 2001
American Express Tax and Business Services December 1999 - May 2000
Skills
Employee Benefits, Human Resources, Talent Management, Benefits Administration, Employee Relations, HRIS, ADP Payroll, Applicant Tracking..., HR Policies, HRIS Database Management, Onboarding, Performance Management, Personnel Management, Talent Acquisition, Vendor Management, Workforce Planning, Deferred Compensation, Oracle E-Business Suite, SaaS
Education
University of Maryland College Park 1994 — 2000
Bachelor of Arts (BA), Spanish Language and Literature
Salisbury State University 1993 — 1993
C. Philip Nordgren's American Express Tax and Business Services Experience May 1998 - June 1999
Job Industry Offering Sales Leader at CSC
Industry Information Technology and Services
Experience
CSC May 2015 - Present
CSC October 2014 - March 2015
HP Enterprise Services September 2011 - September 2014
Accenture January 2008 - October 2011
BearingPoint October 2003 - December 2007
Corio, Inc. (acquired by IBM) September 2002 - September 2003
Qwest Cyber Solutions (acquired by Corio) February 2001 - August 2002
Gateway Foundation July 1999 - January 2001
American Express - Tax and Business Services May 1998 - June 1999
Skills
Outsourcing, Professional Services, Business Development, SaaS, Business Strategy, Program Management, IT Strategy, Business Alliances, Strategic Planning, Cloud Computing, Strategic Partnerships, Business Process..., Strategy, Business Intelligence, Business Transformation, Change Management, Solution Selling, Process Improvement, Business Process, Leadership, Management, Sales Operations, Managed Services, Contract Negotiation, Solution Architecture, Sales Management, Analytics, New Business Development, Selling, Sales
Education
The John Marshall Law School 1991 — 1992
Law
Marquette University 1987 — 1990
BA, Political Science
St. Ignatius College Preparatory 1982 — 1985
CSC May 2015 - Present
CSC October 2014 - March 2015
HP Enterprise Services September 2011 - September 2014
Accenture January 2008 - October 2011
BearingPoint October 2003 - December 2007
Corio, Inc. (acquired by IBM) September 2002 - September 2003
Qwest Cyber Solutions (acquired by Corio) February 2001 - August 2002
Gateway Foundation July 1999 - January 2001
American Express - Tax and Business Services May 1998 - June 1999
Skills
Outsourcing, Professional Services, Business Development, SaaS, Business Strategy, Program Management, IT Strategy, Business Alliances, Strategic Planning, Cloud Computing, Strategic Partnerships, Business Process..., Strategy, Business Intelligence, Business Transformation, Change Management, Solution Selling, Process Improvement, Business Process, Leadership, Management, Sales Operations, Managed Services, Contract Negotiation, Solution Architecture, Sales Management, Analytics, New Business Development, Selling, Sales
Education
The John Marshall Law School 1991 — 1992
Law
Marquette University 1987 — 1990
BA, Political Science
St. Ignatius College Preparatory 1982 — 1985
Joel A. Gerstein, CPA Joel A. Gerstein, CPA's American Express Tax and Business Services Experience 2000 - 2005
Job Renewable Energy Accounting and Finance Professional
Industry Financial Services
Experience
Wolters Kluwer 2015 - Present
Primerica 2013 - 2014
Financial Advisory Services 2010 - 2013
Invenergy LLC 2005 - 2010
American Express Tax and Business Services 2000 - 2005
Rubin & Katz LLP 1999 - 2000
Kupferberg, Goldberg & Neimark, LLC 1997 - 1999
Skills
Renewable Energy, Forecasting, Accounting, Cash Management, Banking, Project Finance, Financial Analysis, Financial Reporting, Due Diligence, Wind, Accounting Management, Risk Management, Auditing, Management, Finance, Project Management, Analysis, Internal Controls, Strategy, Financial Statements, General Ledger, Corporate Finance, Energy, Financial Accounting, Budgets
Education
University of Maryland College Park 1994 — 1997
Bachelor's Degree, Accounting and Business/Management
Wolters Kluwer 2015 - Present
Primerica 2013 - 2014
Financial Advisory Services 2010 - 2013
Invenergy LLC 2005 - 2010
American Express Tax and Business Services 2000 - 2005
Rubin & Katz LLP 1999 - 2000
Kupferberg, Goldberg & Neimark, LLC 1997 - 1999
Skills
Renewable Energy, Forecasting, Accounting, Cash Management, Banking, Project Finance, Financial Analysis, Financial Reporting, Due Diligence, Wind, Accounting Management, Risk Management, Auditing, Management, Finance, Project Management, Analysis, Internal Controls, Strategy, Financial Statements, General Ledger, Corporate Finance, Energy, Financial Accounting, Budgets
Education
University of Maryland College Park 1994 — 1997
Bachelor's Degree, Accounting and Business/Management
Warren Gurtman's American Express Tax and Business Services Experience 1998 - 2005
Job Director
Industry Accounting
Experience
Advice Personnel September 2008 - Present
RSM McGladrey 1977 - September 2008
GGK 1977 - 2008
American Express TBS / Goldstein Golub & Kessler CPAs 1977 - 2008
goldstein golub kessler 1977 - 2008
American Express Tax and Business Services 1998 - 2005
Goldstein, Golub, Kessler & Co., P.C. 1977 - 2005
Skills
Recruiting, Employee Training, Accounting, Talent Acquisition, Auditing, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Talent Management, Executive Search, Internal Audit, Tax, Payroll, Technical Recruiting
Education
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
Advice Personnel September 2008 - Present
RSM McGladrey 1977 - September 2008
GGK 1977 - 2008
American Express TBS / Goldstein Golub & Kessler CPAs 1977 - 2008
goldstein golub kessler 1977 - 2008
American Express Tax and Business Services 1998 - 2005
Goldstein, Golub, Kessler & Co., P.C. 1977 - 2005
Skills
Recruiting, Employee Training, Accounting, Talent Acquisition, Auditing, Applicant Tracking..., Human Resources, Onboarding, Employee Relations, Talent Management, Executive Search, Internal Audit, Tax, Payroll, Technical Recruiting
Education
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
City University of New York-Brooklyn College 1970 — 1975
BS, Accounting
Karen Snow's American Express Tax and Business Services Experience February 2003 - September 2003
Job Senior accountant
Industry Accounting
Experience
Catholic Charities Communities Services December 2014 - Present
Scottsdale Healthcare March 2014 - October 2014
Duncan Family Farms February 2013 - February 2014
The IHC Group May 2010 - July 2012
Sentinel Technologies,Vacant Property Security,Blue Cross Blue Shield,McIntyre Group/Rhodia August 2008 - April 2010
Professional Educational Institute July 2006 - February 2008
Proven Solutions, Inc. September 2003 - March 2005
American Express Tax and Business Services February 2003 - September 2003
Arthur Andersen October 1998 - February 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Accruals, Year End Accounts, Reconciliation, Cash Receipts, Billing, Accounting Analysis, Intercompany, Journal Entries, Account Reconciliation, General Ledger, Bank Reconciliation, Financial Analysis, Financial Statements, Fixed Assets
Education
University of Phoenix 2010 — 2014
Master, Business Administration
Governors State University 2002 — 2005
Bachelors of Science, Accounting
Harold Washington College 1996 — 1999
Associate, Business Administration
Hirsch Metro 1987 — 1991
High School Diploma, General
Catholic Charities Communities Services December 2014 - Present
Scottsdale Healthcare March 2014 - October 2014
Duncan Family Farms February 2013 - February 2014
The IHC Group May 2010 - July 2012
Sentinel Technologies,Vacant Property Security,Blue Cross Blue Shield,McIntyre Group/Rhodia August 2008 - April 2010
Professional Educational Institute July 2006 - February 2008
Proven Solutions, Inc. September 2003 - March 2005
American Express Tax and Business Services February 2003 - September 2003
Arthur Andersen October 1998 - February 2003
Skills
Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Accruals, Year End Accounts, Reconciliation, Cash Receipts, Billing, Accounting Analysis, Intercompany, Journal Entries, Account Reconciliation, General Ledger, Bank Reconciliation, Financial Analysis, Financial Statements, Fixed Assets
Education
University of Phoenix 2010 — 2014
Master, Business Administration
Governors State University 2002 — 2005
Bachelors of Science, Accounting
Harold Washington College 1996 — 1999
Associate, Business Administration
Hirsch Metro 1987 — 1991
High School Diploma, General
Scott Jablow, CPA Scott Jablow, CPA's American Express Tax and Business Services Experience January 2000 - January 2004
Job Partner at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - Present
RSM McGladrey January 2004 - June 2008
American Express Tax and Business Services January 2000 - January 2004
Derezin and Breier Co. June 1997 - January 2000
Noel Jablow, CPA January 1993 - April 1997
Skills
Individual Taxation, Partnership Taxation, Federal Taxation, State Taxation, Corporate Tax, Local Taxation
Education
University of Delaware 1992 — 1995
B.S., Accounting
Lavine, Lofgren, Morris & Engelberg, LLP September 2008 - Present
RSM McGladrey January 2004 - June 2008
American Express Tax and Business Services January 2000 - January 2004
Derezin and Breier Co. June 1997 - January 2000
Noel Jablow, CPA January 1993 - April 1997
Skills
Individual Taxation, Partnership Taxation, Federal Taxation, State Taxation, Corporate Tax, Local Taxation
Education
University of Delaware 1992 — 1995
B.S., Accounting
Mitchell Adler Mitchell Adler's American Express Tax and Business Services Experience May 1997 - 2005
Job Partner at Karpinski,Berry, Adler & Company PLC
Industry Accounting
Experience
Karpinski, Berry, Adler & Company, PLC November 2013 - Present
Sarvas,Coleman,Edgell & Tobin PC September 2012 - November 2013
Mitchell R. Adler CPA/PFS 2005 - September 2012
American Express Tax and Business Services May 1997 - 2005
Schwartz Cohen & Co, PC- CPA Firm 1986 - 1997
Peter Piper Inc 1980 - 1982
Macayo Restaurants 1978 - 1980
Skills
tax consulting, Retirement Planning, Tax, Tax Preparation, LLC, Estate Tax Planning, Small Business, Income Tax, Accounting, Partnership Taxation, CPA, Estate Planning, Financial Planners, Forensic Accounting, Trusts, Corporate Tax, Tax Accounting, Financial Analysis, Tax Returns, Financial Advisory, Accountants, Tax Research, Finance, International Tax, Tax Advisory, IRS, GAAP, Tax Law, Financial Statements, Payroll Taxes, Strategic Financial...
Education
Golden Gate University 1983 — 1987
Masters-Tax, Taxation
Adelphi University 1970 — 1973
BBA, Accounting
Jamaica High School 1966 — 1969
Business, Accounting
Karpinski, Berry, Adler & Company, PLC November 2013 - Present
Sarvas,Coleman,Edgell & Tobin PC September 2012 - November 2013
Mitchell R. Adler CPA/PFS 2005 - September 2012
American Express Tax and Business Services May 1997 - 2005
Schwartz Cohen & Co, PC- CPA Firm 1986 - 1997
Peter Piper Inc 1980 - 1982
Macayo Restaurants 1978 - 1980
Skills
tax consulting, Retirement Planning, Tax, Tax Preparation, LLC, Estate Tax Planning, Small Business, Income Tax, Accounting, Partnership Taxation, CPA, Estate Planning, Financial Planners, Forensic Accounting, Trusts, Corporate Tax, Tax Accounting, Financial Analysis, Tax Returns, Financial Advisory, Accountants, Tax Research, Finance, International Tax, Tax Advisory, IRS, GAAP, Tax Law, Financial Statements, Payroll Taxes, Strategic Financial...
Education
Golden Gate University 1983 — 1987
Masters-Tax, Taxation
Adelphi University 1970 — 1973
BBA, Accounting
Jamaica High School 1966 — 1969
Business, Accounting
Jason Meyer, CIMA Jason Meyer, CIMA's American Express Tax and Business Services Experience August 1997 - July 1999
Job FTSE Russell Asset Owner Group Americas
Industry Financial Services
Experience
FTSE Russell January 2013 - Present
Mondiale Securities, LLC. March 2008 - October 2012
KBC Bank & Verzekering August 2004 - February 2008
OppenheimerFunds August 1999 - July 2004
American Express Tax and Business Services August 1997 - July 1999
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Asset Management, Relationship Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Securities, ETFs, Series 7, Investments, Mutual Funds, Financial Services, Indexing
Education
Providence College 1993 — 1997
Bachelor of Science (B.S.), Major Marketing, MInor: Accounting
University of Pennsylvania - The Wharton School
CIMA, Certinfied Investment Management Analyst Program
FTSE Russell January 2013 - Present
Mondiale Securities, LLC. March 2008 - October 2012
KBC Bank & Verzekering August 2004 - February 2008
OppenheimerFunds August 1999 - July 2004
American Express Tax and Business Services August 1997 - July 1999
Skills
Alternative Investments, Hedge Funds, Equities, Fixed Income, Asset Management, Relationship Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives, Financial Markets, Portfolio Management, Securities, ETFs, Series 7, Investments, Mutual Funds, Financial Services, Indexing
Education
Providence College 1993 — 1997
Bachelor of Science (B.S.), Major Marketing, MInor: Accounting
University of Pennsylvania - The Wharton School
CIMA, Certinfied Investment Management Analyst Program
Doug Cannon's American Express Tax and Business Services Experience December 2001 - January 2003
Job Principal & President of Plan Services at SES Advisors, Inc.
Industry Financial Services
Experience
SES Advisors, Inc. September 2010 - Present
Crowe Horwath LLP January 2003 - September 2010
American Express Tax and Business Services December 2001 - January 2003
Skills
ESOP Administration, 401(k) TPA, Mature ESOP Consulting, Repurchase Liability..., Profit Sharing New..., ESOP Feasibility, QKA, CMF, ERISA, Accounting, IRC 409(p), ASPPA, ESOP Company, Profit Sharing, Defined Contribution, ESOP, Financial Advisory, Financial Analysis, Finance, Business Valuation
Education
Indiana State University 1991 — 1994
Bachelor of Science (B.S.), Accounting
SES Advisors, Inc. September 2010 - Present
Crowe Horwath LLP January 2003 - September 2010
American Express Tax and Business Services December 2001 - January 2003
Skills
ESOP Administration, 401(k) TPA, Mature ESOP Consulting, Repurchase Liability..., Profit Sharing New..., ESOP Feasibility, QKA, CMF, ERISA, Accounting, IRC 409(p), ASPPA, ESOP Company, Profit Sharing, Defined Contribution, ESOP, Financial Advisory, Financial Analysis, Finance, Business Valuation
Education
Indiana State University 1991 — 1994
Bachelor of Science (B.S.), Accounting
Bernard Mustafa Bernard Mustafa's American Express Tax and Business Services Experience 2000 - 2002
Job Managing Partner at Pleasant Valley Business Solutions
Industry Computer Software
Experience
Epsilon Zeta Boule Foundation 2014 - Present
Community Foundation for Northern Virginia 2012 - Present
Pleasant Valley Business Solutions June 2004 - Present
Standard Technology Inc. 2002 - 2004
American Express, Tax and Business Services 2000 - 2002
Friedman & Fuller, PC 1996 - 1998
Corning Incorporated - Health Sciences Group 1982 - 1995
Skills
ERP, Business Strategy, Accounting, Consulting, Information Technology, Microsoft Dynamics, NAV, Business Intelligence, Management Consulting, Microsoft CRM, SaaS, Government Contracting, Financials, Professional Services, Integration, Managerial Finance, CRM, Business Process..., IT Strategy, Requirements Analysis, Enterprise Software, Solution Selling, Business Process, Program Management, Business Analysis, Management, Strategy, Analytics, Cloud Computing, Software Project..., Business Development, Finance, Executive Management, Software Implementation, Entrepreneurship, Navision, Start-ups, ERP Software, Strategic Partnerships, Leadership, Axapta, Analysis, Strategic Leadership, Mergers & Acquisitions, SharePoint, Partner Management, Strategic Planning, ERP Implementations, Software Industry, Business Alliances
Education
Morgan State University 1978 — 1980
MBA, Finance
University of Baltimore 1975 — 1977
BS, Accounting
Epsilon Zeta Boule Foundation 2014 - Present
Community Foundation for Northern Virginia 2012 - Present
Pleasant Valley Business Solutions June 2004 - Present
Standard Technology Inc. 2002 - 2004
American Express, Tax and Business Services 2000 - 2002
Friedman & Fuller, PC 1996 - 1998
Corning Incorporated - Health Sciences Group 1982 - 1995
Skills
ERP, Business Strategy, Accounting, Consulting, Information Technology, Microsoft Dynamics, NAV, Business Intelligence, Management Consulting, Microsoft CRM, SaaS, Government Contracting, Financials, Professional Services, Integration, Managerial Finance, CRM, Business Process..., IT Strategy, Requirements Analysis, Enterprise Software, Solution Selling, Business Process, Program Management, Business Analysis, Management, Strategy, Analytics, Cloud Computing, Software Project..., Business Development, Finance, Executive Management, Software Implementation, Entrepreneurship, Navision, Start-ups, ERP Software, Strategic Partnerships, Leadership, Axapta, Analysis, Strategic Leadership, Mergers & Acquisitions, SharePoint, Partner Management, Strategic Planning, ERP Implementations, Software Industry, Business Alliances
Education
Morgan State University 1978 — 1980
MBA, Finance
University of Baltimore 1975 — 1977
BS, Accounting
Mike Kolbay, CPA Mike Kolbay, CPA's American Express Tax and Business Services Experience February 1999 - October 2000
Job Accounting Manager
Industry Oil & Energy
Experience
Sunoco, Inc. October 2007 - Present
Sunoco October 2005 - October 2007
MBNA June 2002 - October 2005
PricewaterhouseCoopers October 2000 - June 2002
American Express Tax and Business Services February 1999 - October 2000
Stoy, Malone & Co. P.C. January 1998 - January 1999
Skills
Financial Analysis, Accounting, SEC reporting, Financial Reporting, SOX, Process Improvement, Excel, Internal Controls, General Ledger, Access, Collaboration, Technical Accounting..., Communication Skills, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, SEC filings, GAAP, Financial Statements, US GAAP, Cash Flow, Due Diligence, Mergers & Acquisitions, Finance, Corporate Finance
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration, Accounting
Sunoco, Inc. October 2007 - Present
Sunoco October 2005 - October 2007
MBNA June 2002 - October 2005
PricewaterhouseCoopers October 2000 - June 2002
American Express Tax and Business Services February 1999 - October 2000
Stoy, Malone & Co. P.C. January 1998 - January 1999
Skills
Financial Analysis, Accounting, SEC reporting, Financial Reporting, SOX, Process Improvement, Excel, Internal Controls, General Ledger, Access, Collaboration, Technical Accounting..., Communication Skills, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, SEC filings, GAAP, Financial Statements, US GAAP, Cash Flow, Due Diligence, Mergers & Acquisitions, Finance, Corporate Finance
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration, Accounting
Dennis S Neier Dennis S Neier's American Express Tax and Business Services Experience July 1998 - September 2005
Job Partner, Litigation Consultant at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP April 2006 - Present
McGladrey October 2005 - April 2006
American Express Tax and Business Services July 1998 - September 2005
Skills
Forensic Accounting, Internal Controls, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Business Valuation, GAAP, US GAAP, Litigation Support, CPA, Tax, Due Diligence, Financial Reporting, Financial Analysis, Litigation Consulting, Litigation, Fraud
Education
The City University of New York - The City College of New York 1963 — 1965
BBAs, Accounting and Economic
George Washington High School 1958 — 1961
None
EisnerAmper LLP April 2006 - Present
McGladrey October 2005 - April 2006
American Express Tax and Business Services July 1998 - September 2005
Skills
Forensic Accounting, Internal Controls, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, Business Valuation, GAAP, US GAAP, Litigation Support, CPA, Tax, Due Diligence, Financial Reporting, Financial Analysis, Litigation Consulting, Litigation, Fraud
Education
The City University of New York - The City College of New York 1963 — 1965
BBAs, Accounting and Economic
George Washington High School 1958 — 1961
None
Jennifer Biaggi Scalise, CPA Jennifer Biaggi Scalise, CPA's American Express Tax and Business Services Experience March 2002 - December 2002
Job Senior Operations Analyst at Gresham Partners LLC
Industry Investment Management
Experience
Gresham Partners LLC January 2010 - Present
Gresham Partners LLC April 2003 - January 2010
American Express Tax and Business Services March 2002 - December 2002
Arthur Andersen September 1999 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Auditing, Financial Modeling, Tax, CPA, Accounting, Portfolio Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Gresham Partners LLC January 2010 - Present
Gresham Partners LLC April 2003 - January 2010
American Express Tax and Business Services March 2002 - December 2002
Arthur Andersen September 1999 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Auditing, Financial Modeling, Tax, CPA, Accounting, Portfolio Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Jen Ashton Motz, SPHR's American Express Tax and Business Services Experience November 2000 - January 2003
Job Recruiting Leader at Amazon
Industry Human Resources
Experience
Amazon July 2013 - Present
Booz Allen Hamilton September 2003 - July 2013
Independent Employment January 2003 - August 2003
American Express Tax and Business Services November 2000 - January 2003
State Farm Insurance January 1996 - November 2000
Skills
Talent Acquisition, Employee Relations, Metrics, OFCCP, Coaching, DoD, Team Leadership, International Business, Strategy Development, Strategic Planning, Proposal Writing, Human Resources, Recruiting, Talent Management, Leadership, Applicant Tracking..., Strategy, Project Management, Performance Management, Personnel Management, Resume Writing, Business Process..., Analysis, Training, Technical Recruiting, Program Management, Internet Recruiting, Sourcing, Team Management, SDLC, Organizational..., Project Planning, HRIS, Hiring, Executive Search, Leadership Development, Employee Engagement, Workforce Planning, Employer Branding, Change Management, Management Consulting, Interviews, College Recruiting, Management, Taleo, Policy
Education
Western Carolina University
MS, Human Resources
University of Maryland College Park
BS, Psychology/Management
George Mason University
Certificate, Human Resources Management
Amazon July 2013 - Present
Booz Allen Hamilton September 2003 - July 2013
Independent Employment January 2003 - August 2003
American Express Tax and Business Services November 2000 - January 2003
State Farm Insurance January 1996 - November 2000
Skills
Talent Acquisition, Employee Relations, Metrics, OFCCP, Coaching, DoD, Team Leadership, International Business, Strategy Development, Strategic Planning, Proposal Writing, Human Resources, Recruiting, Talent Management, Leadership, Applicant Tracking..., Strategy, Project Management, Performance Management, Personnel Management, Resume Writing, Business Process..., Analysis, Training, Technical Recruiting, Program Management, Internet Recruiting, Sourcing, Team Management, SDLC, Organizational..., Project Planning, HRIS, Hiring, Executive Search, Leadership Development, Employee Engagement, Workforce Planning, Employer Branding, Change Management, Management Consulting, Interviews, College Recruiting, Management, Taleo, Policy
Education
Western Carolina University
MS, Human Resources
University of Maryland College Park
BS, Psychology/Management
George Mason University
Certificate, Human Resources Management
GENEVIEVE HARRIS ROCHE's American Express Tax and Business Services Experience 1999 - 2003
Job Corporate Counsel with Chief Legal Officer, Professional Liability, and Regulatory Expertise
Industry Legal Services
Experience
GENEVIEVE HARRIS ROCHE, ESQ. 2005 - Present
AMERICAN EXPRESS COMPANY 2003 - 2005
AMERICAN EXPRESS TAX AND BUSINESS SERVICES 1999 - 2003
DELOITTE & TOUCHE 1988 - 1997
Education
Duke University School of Law
J.D., Research and Managing Editor, Duke Law Journal
Thomas J. Watson Foundation Fellow
Tulane University
B.A. summa cum laude, with honors in English
GENEVIEVE HARRIS ROCHE, ESQ. 2005 - Present
AMERICAN EXPRESS COMPANY 2003 - 2005
AMERICAN EXPRESS TAX AND BUSINESS SERVICES 1999 - 2003
DELOITTE & TOUCHE 1988 - 1997
Education
Duke University School of Law
J.D., Research and Managing Editor, Duke Law Journal
Thomas J. Watson Foundation Fellow
Tulane University
B.A. summa cum laude, with honors in English
Donald Mather's American Express Tax and Business Services Experience September 1999 - November 2001
Job
Industry Accounting
Experience
Access USA Shipping LLC (dba MyUS.com) February 2013 - Present
Khronos LLC November 2001 - February 2013
American Express Tax and Business Services September 1999 - November 2001
Moore Stephens PC December 1994 - September 1999
Donahue and Company 1993 - 1994
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Fund Of Funds, Accounting, Private Equity, Fund Administration, Auditing, Financial Statements, Investments, Financial Accounting, SEC, Account Reconciliation, Tax, Alternative Investments, Partnership Accounting, SEC filings, Due Diligence, Financial Analysis, Bloomberg, Equities, Financial Modeling
Education
University of Delaware 1988 — 1992
Bachelor of Science, Accounting
Access USA Shipping LLC (dba MyUS.com) February 2013 - Present
Khronos LLC November 2001 - February 2013
American Express Tax and Business Services September 1999 - November 2001
Moore Stephens PC December 1994 - September 1999
Donahue and Company 1993 - 1994
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Fund Of Funds, Accounting, Private Equity, Fund Administration, Auditing, Financial Statements, Investments, Financial Accounting, SEC, Account Reconciliation, Tax, Alternative Investments, Partnership Accounting, SEC filings, Due Diligence, Financial Analysis, Bloomberg, Equities, Financial Modeling
Education
University of Delaware 1988 — 1992
Bachelor of Science, Accounting
Douglas Bartlett, CPA, CPCU, CFE, CIE, ARe's American Express Tax and Business Services Experience 2002 - 2004
Job Director of Financial Regulation at New Hampshire Insurance Department
Industry Insurance
Experience
New Hampshire Insurance Department July 2015 - Present
Risk & Regulatory Consulting, LLP 2012 - July 2015
RSM McGladrey 2004 - 2012
American Express Tax and Business Services 2002 - 2004
Skills
Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Risk Management, Internal Controls, Reinsurance, Financial Risk, Financial Reporting, CISA, Sarbanes-Oxley, Fraud, Internal Audit, IT Audit, Forensic Accounting, Risk Assessment, Due Diligence, Financial Analysis, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
BA, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
Bachelor's Degree, Economics
New Hampshire Insurance Department July 2015 - Present
Risk & Regulatory Consulting, LLP 2012 - July 2015
RSM McGladrey 2004 - 2012
American Express Tax and Business Services 2002 - 2004
Skills
Enterprise Risk..., Auditing, Sarbanes-Oxley Act, Risk Management, Internal Controls, Reinsurance, Financial Risk, Financial Reporting, CISA, Sarbanes-Oxley, Fraud, Internal Audit, IT Audit, Forensic Accounting, Risk Assessment, Due Diligence, Financial Analysis, Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
BA, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 1968 — 1972
Bachelor's Degree, Economics
Naniya Kammerdiener's American Express Tax and Business Services Experience 1999 - 2004
Job Project Manager and Entrepreneur
Industry Management Consulting
Experience
This, That & Spiritwear, LLC December 2009 - Present
RSM McGladrey 2009 - Present
RSM McGladrey 2004 - 2009
American Express Tax and Business Services 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Marketing Strategy, Marketing Management, Entrepreneur, B2B Marketing, Services Marketing, Forecasting, Analysis, Promotions, Entrepreneurship, Operations Management, Integrated Marketing, Business Development, Management, Marketing
Education
Emory University - Goizueta Business School 1996 — 1999
MBA
Kennesaw State University 1988 — 1992
BS
This, That & Spiritwear, LLC December 2009 - Present
RSM McGladrey 2009 - Present
RSM McGladrey 2004 - 2009
American Express Tax and Business Services 1999 - 2004
Ernst & Young 1996 - 1999
Skills
Marketing Strategy, Marketing Management, Entrepreneur, B2B Marketing, Services Marketing, Forecasting, Analysis, Promotions, Entrepreneurship, Operations Management, Integrated Marketing, Business Development, Management, Marketing
Education
Emory University - Goizueta Business School 1996 — 1999
MBA
Kennesaw State University 1988 — 1992
BS
Michael Ciani, CPA, CMA's American Express Tax and Business Services Experience November 1997 - January 2000
Job Finance Brand Manager, CNS Franchise
Industry Pharmaceuticals
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson April 2013 - Present
Johnson & Johnson November 2009 - April 2013
Ortho Clinical Diagnostics October 2007 - November 2009
Duff & Phelps, LLC August 2005 - September 2007
American Express Tax and Business August 2002 - August 2003
Deutsche Bank January 2000 - August 2002
American Express Tax and Business Services November 1997 - January 2000
Skills
Mergers, Valuation, Risk Management, Financial Modeling, Auditing, Financial Accounting, Forensic Accounting, Treasury Services, Contract Review, Divestitures, Investments, Cash Management, Equities, Contract Management, Business Development, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Cross-functional Team..., Financial Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Financial Risk, Mentoring, Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS Econ, Accounting, Mathematics
Seton Hall Prep 1989 — 1993
High school, High School/Secondary Diplomas and Certificates
Deerfield Elementary 1981 — 1989
Grammar school, Grammar school
Janssen, Pharmaceutical Companies of Johnson and Johnson April 2013 - Present
Johnson & Johnson November 2009 - April 2013
Ortho Clinical Diagnostics October 2007 - November 2009
Duff & Phelps, LLC August 2005 - September 2007
American Express Tax and Business August 2002 - August 2003
Deutsche Bank January 2000 - August 2002
American Express Tax and Business Services November 1997 - January 2000
Skills
Mergers, Valuation, Risk Management, Financial Modeling, Auditing, Financial Accounting, Forensic Accounting, Treasury Services, Contract Review, Divestitures, Investments, Cash Management, Equities, Contract Management, Business Development, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Cross-functional Team..., Financial Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Financial Risk, Mentoring, Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS Econ, Accounting, Mathematics
Seton Hall Prep 1989 — 1993
High school, High School/Secondary Diplomas and Certificates
Deerfield Elementary 1981 — 1989
Grammar school, Grammar school
Andrea Minnillo (Haberek)'s American Express Tax and Business Services Experience April 2001 - April 2002
Job Dealer Tire
Industry Information Services
Experience
Dealer Tire March 2015 - Present
Dealer Tire March 2013 - March 2015
PNC Bank January 2010 - February 2013
National City Bank September 2002 - January 2010
American Express Tax and Business Services April 2001 - April 2002
MBNA 1997 - 2002
Deloitte & Touche January 2001 - April 2001
Charles E. Harris & Associates April 2000 - September 2000
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2004
MBA, Finance and Organizational Behavior
Case Western Reserve University 1997 — 2001
Bachelors of Science in Accounting
Dealer Tire March 2015 - Present
Dealer Tire March 2013 - March 2015
PNC Bank January 2010 - February 2013
National City Bank September 2002 - January 2010
American Express Tax and Business Services April 2001 - April 2002
MBNA 1997 - 2002
Deloitte & Touche January 2001 - April 2001
Charles E. Harris & Associates April 2000 - September 2000
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2004
MBA, Finance and Organizational Behavior
Case Western Reserve University 1997 — 2001
Bachelors of Science in Accounting
Karen Galivan's American Express Tax and Business Services Experience 1998 - 2004
Job Tax Director at McGladrey
Industry Accounting
Experience
McGladrey October 2009 - Present
McGladrey January 2005 - October 2009
American Express Tax and Business Services 1998 - 2004
Checkers, Simon & Rosner 1998 - 2004
Wallace Computer Services 1995 - 1998
Skills
Tax Research, Corporate Tax, Income Tax, International Tax, Tax, FIN 48, Partnership Taxation, US Tax, Tax Accounting, Tax Returns, Accounting, Tax Preparation, GAAP, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MST, Taxation
DePaul University 1995 — 1998
BS, Accounting
Elk Grove High School
Elk Grove High School
McGladrey October 2009 - Present
McGladrey January 2005 - October 2009
American Express Tax and Business Services 1998 - 2004
Checkers, Simon & Rosner 1998 - 2004
Wallace Computer Services 1995 - 1998
Skills
Tax Research, Corporate Tax, Income Tax, International Tax, Tax, FIN 48, Partnership Taxation, US Tax, Tax Accounting, Tax Returns, Accounting, Tax Preparation, GAAP, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MST, Taxation
DePaul University 1995 — 1998
BS, Accounting
Elk Grove High School
Elk Grove High School
Achim Berger's American Express Tax and Business Services Experience January 2002 - November 2002
Job Parttime Consultant Customer Liason / Project Manager at iHorse Technologies.
Industry Logistics and Supply Chain
Experience
iHorse Technologies. June 2011 - Present
Steelman Software Solutions Inc. October 2007 - August 2008
Automated Distribution Systems, L.P. (ADS) January 2006 - June 2007
UPS Supply Chain Solutions July 2003 - May 2005
American Express Tax and Business Services. January 2002 - November 2002
RadioBeacon Inc. July 2000 - January 2002
Skills
Integration, ERP, Software Documentation, Microsoft SQL Server, Project Management, Quality Assurance, Oracle, Business Analysis
Education
New York Institute of Technology
iHorse Technologies. June 2011 - Present
Steelman Software Solutions Inc. October 2007 - August 2008
Automated Distribution Systems, L.P. (ADS) January 2006 - June 2007
UPS Supply Chain Solutions July 2003 - May 2005
American Express Tax and Business Services. January 2002 - November 2002
RadioBeacon Inc. July 2000 - January 2002
Skills
Integration, ERP, Software Documentation, Microsoft SQL Server, Project Management, Quality Assurance, Oracle, Business Analysis
Education
New York Institute of Technology
Rodney McKenzie's American Express Tax and Business Services Experience March 2004 - March 2005
Job Senior Business Risk Officer at Capital One
Industry Accounting
Experience
Capital One January 2013 - Present
Capital One September 2009 - January 2013
Rodney E. McKenzie, CPA February 2007 - September 2009
Methodware, Inc October 2007 - October 2008
MAXIMUS March 2005 - February 2007
American Express Tax and Business Services March 2004 - March 2005
EG&G Technical Services May 2002 - January 2003
Arthur Andersen June 2000 - April 2002
PricewaterhouseCoopers, LLP 1993 - 2000
First Chicago 1989 - 1991
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA, Finance
Morehouse College 1985 — 1989
Capital One January 2013 - Present
Capital One September 2009 - January 2013
Rodney E. McKenzie, CPA February 2007 - September 2009
Methodware, Inc October 2007 - October 2008
MAXIMUS March 2005 - February 2007
American Express Tax and Business Services March 2004 - March 2005
EG&G Technical Services May 2002 - January 2003
Arthur Andersen June 2000 - April 2002
PricewaterhouseCoopers, LLP 1993 - 2000
First Chicago 1989 - 1991
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA, Finance
Morehouse College 1985 — 1989
Amy Schartner's American Express Tax and Business Services Experience 1997 - 2000
Job SVP, Human Capital, Talent Acquisition and Resource Managment at The Advisory Board Company
Industry Human Resources
Experience
The Advisory Board Company - Clinovations October 2013 - Present
Clinovations October 2013 - February 2015
Trowbridge & Trowbridge, LLC September 2010 - October 2013
Wyle Information Systems June 2008 - September 2010
Lockheed Martin November 2000 - June 2008
American Express, Tax and Business Services 1997 - 2000
Education
University of Maryland College Park
BS, Human Resources Management
University of Florida
Springbrook HS
The Advisory Board Company - Clinovations October 2013 - Present
Clinovations October 2013 - February 2015
Trowbridge & Trowbridge, LLC September 2010 - October 2013
Wyle Information Systems June 2008 - September 2010
Lockheed Martin November 2000 - June 2008
American Express, Tax and Business Services 1997 - 2000
Education
University of Maryland College Park
BS, Human Resources Management
University of Florida
Springbrook HS
Marilee Fraser's American Express Tax and Business Services Experience 2004 - 2005
Job VP of Accounting and Systems, PermaPipe, Inc.
Industry Accounting
Experience
Perma Pipe Inc., division of MFRI 2009 - Present
Perma-Pipe, Inc. 2009 - 2010
RSM McGladrey October 2004 - November 2007
American Express Tax and Business Services 2004 - 2005
JPMorgan Chase February 2000 - August 2004
JP Morgan Chase 2000 - 2004
ACCO Brands 1996 - 1999
Fortune Brands 1994 - 1996
Hybritech Incorporated 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley, Business Process..., Forecasting, Business Planning, Management Consulting, Auditing, Accounting, Financial Risk, Finance, US GAAP, Managerial Finance, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Perma Pipe Inc., division of MFRI 2009 - Present
Perma-Pipe, Inc. 2009 - 2010
RSM McGladrey October 2004 - November 2007
American Express Tax and Business Services 2004 - 2005
JPMorgan Chase February 2000 - August 2004
JP Morgan Chase 2000 - 2004
ACCO Brands 1996 - 1999
Fortune Brands 1994 - 1996
Hybritech Incorporated 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley, Business Process..., Forecasting, Business Planning, Management Consulting, Auditing, Accounting, Financial Risk, Finance, US GAAP, Managerial Finance, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Isaak Lerner, CISSP, CISA, CISM's American Express Tax and Business Services Experience June 2005 - February 2006
Job IT Audit Manager at CHAN HEALTHCARE
Industry Computer & Network Security
Experience
CHAN HEALTHCARE February 2013 - Present
City of Milwaukee June 2010 - February 2013
BDO Seidman, LLP September 2009 - July 2010
RSM McGladrey June 2005 - September 2009
American Express, Tax and Business Services June 2005 - February 2006
Abbott Laboratories May 2003 - January 2005
Skills
CISA, CISSP, CISM, IT Audit, SAS70, Sarbanes-Oxley Act, PCI DSS, Information Security, Risk Assessment, Internal Audit, Information Security..., Security, Enterprise Risk...
Education
Northern Illinois University 2001 — 2005
BS, Operation Management and Information Systems
Northern Illinois University - College of Business 2001 — 2005
Bachelor of Science (BS), Operations and Management Information System
CHAN HEALTHCARE February 2013 - Present
City of Milwaukee June 2010 - February 2013
BDO Seidman, LLP September 2009 - July 2010
RSM McGladrey June 2005 - September 2009
American Express, Tax and Business Services June 2005 - February 2006
Abbott Laboratories May 2003 - January 2005
Skills
CISA, CISSP, CISM, IT Audit, SAS70, Sarbanes-Oxley Act, PCI DSS, Information Security, Risk Assessment, Internal Audit, Information Security..., Security, Enterprise Risk...
Education
Northern Illinois University 2001 — 2005
BS, Operation Management and Information Systems
Northern Illinois University - College of Business 2001 — 2005
Bachelor of Science (BS), Operations and Management Information System
Babken Basmadzhyan, CPA, MST's American Express Tax and Business Services Experience January 1999 - January 2001
Job Managing DirectorSterling Accounting Firm
Industry Accounting
Experience
California State University August 2011 - Present
Sterling Accounting Firm January 2007 - Present
World Accounting Group January 2002 - Present
Glendale Symphonic Orchestra March 2010 - January 2011
Countrywide Financial Corporation January 2001 - January 2007
American Express Tax and Business Services January 1999 - January 2001
Skills
Financial Reporting, Accounting, Bookkeeping, Financial Statements, Accounts Payable, Internal Controls, Account Reconciliation, Internal Audit, Auditing, Tax, Financial Accounting, Payroll, Managerial Finance, Financial Risk, Finance, Accounts Receivable, CPA, US GAAP, Financial Analysis, Income Tax, University Teaching, Financial Audits, QuickBooks, Insurance, GAAP, Sarbanes-Oxley Act, SEC filings, Management, Tax Preparation, Corporate Finance, Team Leadership, Risk Management, General Ledger, Teaching, Tax Accounting, Public Speaking, Building Relationships, Forecasting, Strategic Financial..., Cash Flow, Due Diligence, Cash Management, Financial Modeling, Corporate Tax, Sales Tax, Analysis, Tax Research, Time Management, Variance Analysis, Cost Accounting
Education
William Howard Taft University
Doctor of Law (JD), Law
California State University-Northridge 2007 — 2009
MS, TAXATION
California State University-Northridge 1996 — 1999
BS, ACCOUNTANCY
California State University August 2011 - Present
Sterling Accounting Firm January 2007 - Present
World Accounting Group January 2002 - Present
Glendale Symphonic Orchestra March 2010 - January 2011
Countrywide Financial Corporation January 2001 - January 2007
American Express Tax and Business Services January 1999 - January 2001
Skills
Financial Reporting, Accounting, Bookkeeping, Financial Statements, Accounts Payable, Internal Controls, Account Reconciliation, Internal Audit, Auditing, Tax, Financial Accounting, Payroll, Managerial Finance, Financial Risk, Finance, Accounts Receivable, CPA, US GAAP, Financial Analysis, Income Tax, University Teaching, Financial Audits, QuickBooks, Insurance, GAAP, Sarbanes-Oxley Act, SEC filings, Management, Tax Preparation, Corporate Finance, Team Leadership, Risk Management, General Ledger, Teaching, Tax Accounting, Public Speaking, Building Relationships, Forecasting, Strategic Financial..., Cash Flow, Due Diligence, Cash Management, Financial Modeling, Corporate Tax, Sales Tax, Analysis, Tax Research, Time Management, Variance Analysis, Cost Accounting
Education
William Howard Taft University
Doctor of Law (JD), Law
California State University-Northridge 2007 — 2009
MS, TAXATION
California State University-Northridge 1996 — 1999
BS, ACCOUNTANCY
Cheryl Dailey, CPA, CITP, CISSP, CGMA, CISA's American Express Tax and Business Services Experience April 2004 - May 2005
Job Sr Auditor at Office of the Inspector General
Industry Accounting
Experience
Office of the Inspector General June 2009 - Present
The Washington Post March 2008 - February 2009
Sucampo Pharmaceuticals, Inc. May 2005 - October 2007
American Express Tax and Business Services April 2004 - May 2005
Anderson Associates, LLP 2001 - 2004
Advanced Technologies Support Group, Inc 1999 - 2001
Other Options, Inc 1996 - 1998
Maryland Food Bank 1992 - 1995
Skills
Auditing, Accounting, Financial Analysis, Budgets, Financial Reporting, Analysis, Internal Controls, Training, Access, Account Reconciliation, Accounts Payable, Payroll, Sarbanes-Oxley Act, Program Management, General Ledger, Finance, Accounts Receivable, Software Documentation, Policy, Mergers & Acquisitions, SEC filings, GAAP, Human Resources, Financial Accounting, Tax, Managerial Finance, Financial Statements
Education
University of Baltimore 2005 — 2008
MIS, Management Information Systems
University of Baltimore 1999 — 2001
BS, Business Administration with a concentration in Accounting
Office of the Inspector General June 2009 - Present
The Washington Post March 2008 - February 2009
Sucampo Pharmaceuticals, Inc. May 2005 - October 2007
American Express Tax and Business Services April 2004 - May 2005
Anderson Associates, LLP 2001 - 2004
Advanced Technologies Support Group, Inc 1999 - 2001
Other Options, Inc 1996 - 1998
Maryland Food Bank 1992 - 1995
Skills
Auditing, Accounting, Financial Analysis, Budgets, Financial Reporting, Analysis, Internal Controls, Training, Access, Account Reconciliation, Accounts Payable, Payroll, Sarbanes-Oxley Act, Program Management, General Ledger, Finance, Accounts Receivable, Software Documentation, Policy, Mergers & Acquisitions, SEC filings, GAAP, Human Resources, Financial Accounting, Tax, Managerial Finance, Financial Statements
Education
University of Baltimore 2005 — 2008
MIS, Management Information Systems
University of Baltimore 1999 — 2001
BS, Business Administration with a concentration in Accounting
Joe Perrone's American Express Tax and Business Services Experience September 2000 - May 2002
Job Chief Financial Officer at Modular Genius, Inc
Industry Construction
Experience
Modular Genius, Inc June 2010 - Present
Stegman & Company August 2005 - June 2010
Katz & Associates, PA January 2004 - August 2005
American Express Tax and Business Services September 2000 - May 2002
Clifton Gunderson LLP February 1997 - August 2000
Skills
Accounting, Financial Reporting, Tax, Audit, Auditing, Forecasting, Budgeting, Financial Analysis, SEC filings, Finance, GAAP, Analysis, US GAAP, Budgets, Managerial Finance, Financial Statements
Education
Towson University 1988 — 1992
Modular Genius, Inc June 2010 - Present
Stegman & Company August 2005 - June 2010
Katz & Associates, PA January 2004 - August 2005
American Express Tax and Business Services September 2000 - May 2002
Clifton Gunderson LLP February 1997 - August 2000
Skills
Accounting, Financial Reporting, Tax, Audit, Auditing, Forecasting, Budgeting, Financial Analysis, SEC filings, Finance, GAAP, Analysis, US GAAP, Budgets, Managerial Finance, Financial Statements
Education
Towson University 1988 — 1992
Oren Hirschberger's American Express Tax and Business Services Experience 2001 - 2007
Job Financial Advisory and Litigation Support
Industry Financial Services
Experience
/on consulting basis. 2009 - Present
Eisner LLP December 2007 - July 2008
American Express Tax and Business Services 2001 - 2007
Banc One Investment Management Group 1998 - 2000
PaineWebber June 1997 - March 1998
Education
The Ohio State University
Finance
Maumee Valley Country Day School
/on consulting basis. 2009 - Present
Eisner LLP December 2007 - July 2008
American Express Tax and Business Services 2001 - 2007
Banc One Investment Management Group 1998 - 2000
PaineWebber June 1997 - March 1998
Education
The Ohio State University
Finance
Maumee Valley Country Day School
Elizabeth Irwin's American Express Tax and Business Services Experience January 2001 - July 2003
Job President at Irwin & Associates CPA, Inc.
Industry Accounting
Experience
Irwin & Associates CPA, Inc. PresidentIrwin & Associates CPA, Inc.July 2004 - Present
Richard L. Bowen and Associates, Inc. 2004 - 2008
American Express Tax and Business Services January 2001 - July 2003
ZTKC Financial Services 1995 - 2001
Skills
Management, Strategic Planning, Start-ups, Mergers & Acquisitions, Cash Management, Entrepreneurship, Tax, Financial Reporting, Corporate Tax, Public Speaking, Team Building, New Business Development, Cash Flow, Mergers, Income Tax, Leadership, Business Strategy, Small Business, Financial Services, Tax Preparation, Financial Analysis, Time Management, Management Consulting, Consulting, Business Planning, Accounting
Education
Gannon University 1980 — 1984
COSE
COSE
Irwin & Associates CPA, Inc. PresidentIrwin & Associates CPA, Inc.July 2004 - Present
Richard L. Bowen and Associates, Inc. 2004 - 2008
American Express Tax and Business Services January 2001 - July 2003
ZTKC Financial Services 1995 - 2001
Skills
Management, Strategic Planning, Start-ups, Mergers & Acquisitions, Cash Management, Entrepreneurship, Tax, Financial Reporting, Corporate Tax, Public Speaking, Team Building, New Business Development, Cash Flow, Mergers, Income Tax, Leadership, Business Strategy, Small Business, Financial Services, Tax Preparation, Financial Analysis, Time Management, Management Consulting, Consulting, Business Planning, Accounting
Education
Gannon University 1980 — 1984
COSE
COSE
Dolly Ayala's American Express Tax and Business Services Experience 2002 - 2005
Job Tax Accountant at WithumSmith+Brown
Industry Financial Services
Experience
WithumSmith+Brown July 2015 - Present
Ernst & Young February 2005 - July 2015
American Express Tax and Business Services 2002 - 2005
Hays & Company LLP 1997 - 2002
Skills
Internal Controls, CPA, US GAAP, Financial Reporting, Corporate Tax, Auditing, Tax Accounting, Accounting, GAAP, Tax, Income Tax, Tax Research, Financial Accounting
Education
Pace University - Lubin School of Business 1993 — 1997
WithumSmith+Brown July 2015 - Present
Ernst & Young February 2005 - July 2015
American Express Tax and Business Services 2002 - 2005
Hays & Company LLP 1997 - 2002
Skills
Internal Controls, CPA, US GAAP, Financial Reporting, Corporate Tax, Auditing, Tax Accounting, Accounting, GAAP, Tax, Income Tax, Tax Research, Financial Accounting
Education
Pace University - Lubin School of Business 1993 — 1997
Andy Hahm's American Express Tax and Business Services Experience January 2000 - January 2004
Job Principal, Mandell Advisory Group Ltd
Industry Accounting
Experience
Mandell Advisory Group Ltd & Financial Reporting Services LLC January 2007 - Present
RSM McGladrey 2001 - 2007
American Express Tax and Business Services January 2000 - January 2004
Skills
Corporate Tax, Tax, Tax Research, Budgets, CPA, Partnership Taxation, Financial Analysis, GAAP, S Corporations, Tax Preparation, Tax Accounting, Income Tax, Tax Returns
Education
University of Illinois at Urbana-Champaign 1986 — 1991
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Master of Science in Taxation
Mandell Advisory Group Ltd & Financial Reporting Services LLC January 2007 - Present
RSM McGladrey 2001 - 2007
American Express Tax and Business Services January 2000 - January 2004
Skills
Corporate Tax, Tax, Tax Research, Budgets, CPA, Partnership Taxation, Financial Analysis, GAAP, S Corporations, Tax Preparation, Tax Accounting, Income Tax, Tax Returns
Education
University of Illinois at Urbana-Champaign 1986 — 1991
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Master of Science in Taxation
Clara Ewing's American Express Tax and Business Services Experience 2003 - 2006
Job Director at McGladrey
Industry Accounting
Experience
McGladrey 2003 - Present
American Express Tax and Business Services 2003 - 2006
KPMG June 2000 - June 2003
Arthur Andersen 1998 - 2000
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, IT Audit, Auditing, US GAAP, Internal Audit, Sarbanes-Oxley, CPA, Financial Accounting, External Audit
Education
Louisiana State University and Agricultural and Mechanical College 1996 — 1997
Bachelor of Science, Accounting
Louisiana State University and Agricultural and Mechanical College 1990 — 1995
Bachelor of Science, General Business
McGladrey 2003 - Present
American Express Tax and Business Services 2003 - 2006
KPMG June 2000 - June 2003
Arthur Andersen 1998 - 2000
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, IT Audit, Auditing, US GAAP, Internal Audit, Sarbanes-Oxley, CPA, Financial Accounting, External Audit
Education
Louisiana State University and Agricultural and Mechanical College 1996 — 1997
Bachelor of Science, Accounting
Louisiana State University and Agricultural and Mechanical College 1990 — 1995
Bachelor of Science, General Business
Sherri Van Zuidam's American Express Tax and Business Services Experience 1999 - 2003
Job Accountant at Joseph Decuis
Industry Accounting
Experience
Joseph Decuis July 2015 - Present
Broker/Realtor February 2015 - Present
Ryland Real Estate June 2014 - February 2015
American Express February 1999 - June 2006
American Express Tax and Business Services 1999 - 2003
Skills
Financial Analysis, Financial Reporting, Process Improvement, Finance, Financial Modeling, Accounting, Management, Internal Controls, Strategic Financial..., Auditing, Forecasting, Risk Management
Education
Arizona State University, W. P. Carey School of Business 2003 — 2005
MBA
Illinois State University 1994 — 1999
BS, Accounting/Business Info Systems
Joseph Decuis July 2015 - Present
Broker/Realtor February 2015 - Present
Ryland Real Estate June 2014 - February 2015
American Express February 1999 - June 2006
American Express Tax and Business Services 1999 - 2003
Skills
Financial Analysis, Financial Reporting, Process Improvement, Finance, Financial Modeling, Accounting, Management, Internal Controls, Strategic Financial..., Auditing, Forecasting, Risk Management
Education
Arizona State University, W. P. Carey School of Business 2003 — 2005
MBA
Illinois State University 1994 — 1999
BS, Accounting/Business Info Systems
Donna Seidenberg's American Express Tax and Business Services Experience August 2000 - June 2006
Job Director at Fuoco Group LLP
Industry Accounting
Experience
Fuoco Group LLP March 2011 - Present
Donna Seidenberg, P.A., Certified Public Accountant 2006 - March 2011
American Express Tax and Business Services August 2000 - June 2006
American Express TBS 2000 - 2006
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, QuickBooks, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Forensic Accounting, Credit, Accounts Receivable, Certified Fraud Examiner, Account Reconciliation, Accounts Payable, Property Management, CPA, Real Estate, Small Business, Tax Returns, Tax Preparation
Education
University of South Florida 1974 — 1978
Fuoco Group LLP March 2011 - Present
Donna Seidenberg, P.A., Certified Public Accountant 2006 - March 2011
American Express Tax and Business Services August 2000 - June 2006
American Express TBS 2000 - 2006
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, QuickBooks, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Forensic Accounting, Credit, Accounts Receivable, Certified Fraud Examiner, Account Reconciliation, Accounts Payable, Property Management, CPA, Real Estate, Small Business, Tax Returns, Tax Preparation
Education
University of South Florida 1974 — 1978
Jack Popovich's American Express Tax and Business Services Experience 2004 - 2005
Job Associate Professor of Finance and Program Coordinator at Columbus State Community College
Industry Higher Education
Experience
Columbus State Community College June 2006 - Present
American Express Tax and Business Services 2004 - 2005
Siebel Software 2001 - 2003
3X Corporation 1999 - 2000
Oracle 1998 - 1999
Hyperion Software 1990 - 1998
Hyperion 1990 - 1997
IMRS (aka Hyperion) 1990 - 1992
Skills
Team Building, Strategic Planning, Research, Instructional Design, Training, Teaching, Adult Education, Public Speaking, Distance Learning, Account Management, Business Strategy, New Business Development, Strategic Partnerships, Sales Management, Online Research, University Teaching, Consumer Financing, Personal Finance, Personal Financial..., Business Analysis, Business Development, Business Planning, Business Intelligence, Financial Analysis, Financial Reporting, Corporate Finance, Financial Planning, Financial Services, Finance, Higher Education, Educational Leadership, Educational Technology
Education
The Ohio State University 2011 — 2016
Doctor of Philosophy (PhD), Education and Workforce Development
Golden Gate University 1988 — 1993
MBA with Finance Concentration, Finance, General
The Ohio State University 1983 — 1986
Bachelor's degree, Accounting & MIS
Columbus State Community College June 2006 - Present
American Express Tax and Business Services 2004 - 2005
Siebel Software 2001 - 2003
3X Corporation 1999 - 2000
Oracle 1998 - 1999
Hyperion Software 1990 - 1998
Hyperion 1990 - 1997
IMRS (aka Hyperion) 1990 - 1992
Skills
Team Building, Strategic Planning, Research, Instructional Design, Training, Teaching, Adult Education, Public Speaking, Distance Learning, Account Management, Business Strategy, New Business Development, Strategic Partnerships, Sales Management, Online Research, University Teaching, Consumer Financing, Personal Finance, Personal Financial..., Business Analysis, Business Development, Business Planning, Business Intelligence, Financial Analysis, Financial Reporting, Corporate Finance, Financial Planning, Financial Services, Finance, Higher Education, Educational Leadership, Educational Technology
Education
The Ohio State University 2011 — 2016
Doctor of Philosophy (PhD), Education and Workforce Development
Golden Gate University 1988 — 1993
MBA with Finance Concentration, Finance, General
The Ohio State University 1983 — 1986
Bachelor's degree, Accounting & MIS
Jordan Berger's American Express Tax and Business Services Experience January 1999 - September 2005
Job Partner at NFP Insurance Solutions
Industry Insurance
Experience
NFP Insurance Solutions January 2007 - Present
RSM McGladrey October 2005 - December 2006
American Express Tax and Business Services January 1999 - September 2005
Altschuler, Melvoin and Glasser June 1976 - January 1999
Internal Revenue Service August 1969 - June 1976
Skills
Tax, Life Insurance, Estate Law, High Net Worth..., Investments, Financial Planning, Gift Tax, Estate Tax Planning, Estate Planning, Succession Planning, Risk Management, Strategic Financial..., Financial Planners, Management, Insurance, Due Diligence, Corporate Tax, Mergers & Acquisitions
Education
Northwestern University School of Law 1966 — 1969
JD
University of Illinois-Chicago 1963 — 1966
Bachelor of Science in Accounting
Sullivan High School 1959 — 1963
NFP Insurance Solutions January 2007 - Present
RSM McGladrey October 2005 - December 2006
American Express Tax and Business Services January 1999 - September 2005
Altschuler, Melvoin and Glasser June 1976 - January 1999
Internal Revenue Service August 1969 - June 1976
Skills
Tax, Life Insurance, Estate Law, High Net Worth..., Investments, Financial Planning, Gift Tax, Estate Tax Planning, Estate Planning, Succession Planning, Risk Management, Strategic Financial..., Financial Planners, Management, Insurance, Due Diligence, Corporate Tax, Mergers & Acquisitions
Education
Northwestern University School of Law 1966 — 1969
JD
University of Illinois-Chicago 1963 — 1966
Bachelor of Science in Accounting
Sullivan High School 1959 — 1963
David Sibits's American Express Tax and Business Services Experience 2000 - 2005
Job SR.VP.STRATEGIC INITIATIVES at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC January 2014 - Present
CBIZ May 2007 - Present
RSM McGladrey 2005 - 2007
American Express Tax and Business Services 2000 - 2005
Hausser + Taylor 1976 - 2000
Skills
Due Diligence, Accounting, Tax, US GAAP, Mergers & Acquisitions, Management, GAAP, Financial Analysis, Income Tax, CPA, Financial Reporting, Internal Controls, Auditing, Business Valuation, Corporate Tax
Education
Kent State University 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
CBIZ MHM, LLC January 2014 - Present
CBIZ May 2007 - Present
RSM McGladrey 2005 - 2007
American Express Tax and Business Services 2000 - 2005
Hausser + Taylor 1976 - 2000
Skills
Due Diligence, Accounting, Tax, US GAAP, Mergers & Acquisitions, Management, GAAP, Financial Analysis, Income Tax, CPA, Financial Reporting, Internal Controls, Auditing, Business Valuation, Corporate Tax
Education
Kent State University 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
Eric Zayas's American Express Tax and Business Services Experience January 2000 - December 2005
Job CignaHealthspring
Industry Information Technology and Services
Experience
Cigna-Healthspring August 2011 - Present
L'Oréal November 2010 - July 2011
National City Bank of PNC Bank June 2008 - October 2010
Cardinal Health June 2006 - May 2008
Scotiabank December 2005 - May 2006
American Express Tax and Business Services January 2000 - December 2005
BearingPoint Formerly KPMG CONSULTING April 1997 - December 1999
Merck March 1996 - March 1997
KPMG March 1993 - February 1996
Skills
Business Intelligence, Vendor Management, Business Analysis, VBA, Process Improvement, SDLC, Access, Project Management, Data Modeling, Business Process..., Visio, Software Project..., SSAS 2008, SSIS 2008, SSRS 2008, Software Development
Education
Lipscomb University 2012 — 2013
Master of Science (M.S.), School of Computing & Informatics
DataSchenk 2012 — 2012
Implementing and Maintaining MS Server 2008 Reporting Services SSIS / 2008 Analysis Services SSAS
Avtech Institute of Technology 2009 — 2010
Oracle 11g Administration / SQL Server 2008 Administration / Ecommerce / SAS 9.1.3
DeVry University, North Brunswick NJ Campus 1983 — 1987
Bachelor of Science, Computer Information Systems
Union Hill
Union Hill
Union Hill
Cigna-Healthspring August 2011 - Present
L'Oréal November 2010 - July 2011
National City Bank of PNC Bank June 2008 - October 2010
Cardinal Health June 2006 - May 2008
Scotiabank December 2005 - May 2006
American Express Tax and Business Services January 2000 - December 2005
BearingPoint Formerly KPMG CONSULTING April 1997 - December 1999
Merck March 1996 - March 1997
KPMG March 1993 - February 1996
Skills
Business Intelligence, Vendor Management, Business Analysis, VBA, Process Improvement, SDLC, Access, Project Management, Data Modeling, Business Process..., Visio, Software Project..., SSAS 2008, SSIS 2008, SSRS 2008, Software Development
Education
Lipscomb University 2012 — 2013
Master of Science (M.S.), School of Computing & Informatics
DataSchenk 2012 — 2012
Implementing and Maintaining MS Server 2008 Reporting Services SSIS / 2008 Analysis Services SSAS
Avtech Institute of Technology 2009 — 2010
Oracle 11g Administration / SQL Server 2008 Administration / Ecommerce / SAS 9.1.3
DeVry University, North Brunswick NJ Campus 1983 — 1987
Bachelor of Science, Computer Information Systems
Union Hill
Union Hill
Union Hill
Dave Gurdak's American Express Tax and Business Services Experience January 1996 - October 2004
Job Owner, Gurdak & Associates, Ltd
Industry Accounting
Experience
Gurdak & Associates, Ltd May 2006 - Present
RSM McGladrey October 2004 - April 2006
American Express Tax and Business Services January 1996 - October 2004
Skills
Accounting, Financial Analysis, Internal Controls, Tax Research, Financial Reporting, Income Tax, Tax, GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Management, Tax Preparation, Due Diligence, Strategic Planning, Corporate Tax, CPA
Education
DePaul University 1992 — 1995
BS, Accounting
Notre Dame High School in Niles 1987 — 1991
Gurdak & Associates, Ltd May 2006 - Present
RSM McGladrey October 2004 - April 2006
American Express Tax and Business Services January 1996 - October 2004
Skills
Accounting, Financial Analysis, Internal Controls, Tax Research, Financial Reporting, Income Tax, Tax, GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Management, Tax Preparation, Due Diligence, Strategic Planning, Corporate Tax, CPA
Education
DePaul University 1992 — 1995
BS, Accounting
Notre Dame High School in Niles 1987 — 1991
Priti Shah Anekal's American Express Tax and Business Services Experience January 2004 - April 2004
Job International Tax Senior Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2005 - Present
American Express Tax and Business Services January 2004 - April 2004
Skills
International Tax, Tax, Tax Returns, Auditing, Restructuring, Income Tax
Education
University of Illinois at Urbana-Champaign 2000 — 2005
BSA, MSA, Accountancy
Ernst & Young August 2005 - Present
American Express Tax and Business Services January 2004 - April 2004
Skills
International Tax, Tax, Tax Returns, Auditing, Restructuring, Income Tax
Education
University of Illinois at Urbana-Champaign 2000 — 2005
BSA, MSA, Accountancy
Rosanna (Lomonaco) Dougherty's American Express Tax and Business Services Experience October 1994 - October 2000
Job Senior Manager at Renaissance Technologies LLC
Industry Investment Management
Experience
Renaissance Technologies LLC October 2000 - Present
American Express Tax and Business Services October 1994 - October 2000
Goldstein Golub & Kessler October 1994 - October 2000
Education
Binghamton University - School of Management 1990 — 1994
Renaissance Technologies LLC October 2000 - Present
American Express Tax and Business Services October 1994 - October 2000
Goldstein Golub & Kessler October 1994 - October 2000
Education
Binghamton University - School of Management 1990 — 1994
Gerald T. Garland's American Express Tax and Business Services Experience 2002 - 2003
Job Senior Vice PresidentTESSCO Technologies
Industry Wireless
Experience
TESSCO Technologies 2003 - Present
American Express Tax and Business Services 2002 - 2003
Mentor Technologies 2000 - 2001
TESSCO Technologies 1993 - 1999
Bank of America 1990 - 1993
Maryland National Bank 1984 - 1990
Black & Decker 1981 - 1983
Skills
Global Sourcing, Product Development, Product Management, Supply Chain..., Business Strategy, Breakthrough Thinking, Operations Management, Pricing Strategy, Corporate Finance, Leadership, Business Development, Cross-functional Team..., Pricing, Management
Education
Loyola University 1981 — 1983
MBA, Finance
Towson University 1969 — 1974
Bachelor of Science, Business Management and Accounting
TESSCO Technologies 2003 - Present
American Express Tax and Business Services 2002 - 2003
Mentor Technologies 2000 - 2001
TESSCO Technologies 1993 - 1999
Bank of America 1990 - 1993
Maryland National Bank 1984 - 1990
Black & Decker 1981 - 1983
Skills
Global Sourcing, Product Development, Product Management, Supply Chain..., Business Strategy, Breakthrough Thinking, Operations Management, Pricing Strategy, Corporate Finance, Leadership, Business Development, Cross-functional Team..., Pricing, Management
Education
Loyola University 1981 — 1983
MBA, Finance
Towson University 1969 — 1974
Bachelor of Science, Business Management and Accounting
Anne Ellsworth's American Express Tax and Business Services Experience October 1996 - May 2000
Job Registered Nurse at Provena Mercy Medical Center
Industry Health, Wellness and Fitness
Experience
Provena Mercy Medical Center June 2011 - Present
Provena Mercy Medical Center October 2010 - June 2011
Oswegoland Park District October 2006 - August 2007
American Express Tax and Business Services October 1996 - May 2000
Education
Aurora University 2008 — 2011
Bachelor of Science in Nursing, Nursing
Aurora University 2008 — 2011
Bachelor of Science, Nursing
Provena Mercy Medical Center June 2011 - Present
Provena Mercy Medical Center October 2010 - June 2011
Oswegoland Park District October 2006 - August 2007
American Express Tax and Business Services October 1996 - May 2000
Education
Aurora University 2008 — 2011
Bachelor of Science in Nursing, Nursing
Aurora University 2008 — 2011
Bachelor of Science, Nursing
Troy Irick's American Express Tax and Business Services Experience 1995 - 1996
Job Assistant Professor of Business at Huntington University
Industry Higher Education
Experience
Huntington University June 2013 - Present
Huntington University June 2011 - May 2013
Huntington University October 2005 - August 2011
M&S Industrial Metal Fabricators August 1996 - May 2002
TBS January 1995 - August 1996
American Express Tax and Business Services 1995 - 1996
Skills
Fundraising, Higher Education, Community Development, Program Management, Non-profits, Public Speaking, Volunteer Management, Teaching, Event Planning, Leadership Development, Leadership, Community Outreach, Program Development, Strategy, Strategic Planning, Higher Education..., Adult Education, Staff Development, Team Building, Training, Budgets, Board Development
Education
Regent University 2009 — 2012
Ed.D., Higher Education Leadership
Crown College 2006 — 2008
MA, Leadership
Huntington University 1981 — 1985
BS, Accounting/Economics
Huntington University June 2013 - Present
Huntington University June 2011 - May 2013
Huntington University October 2005 - August 2011
M&S Industrial Metal Fabricators August 1996 - May 2002
TBS January 1995 - August 1996
American Express Tax and Business Services 1995 - 1996
Skills
Fundraising, Higher Education, Community Development, Program Management, Non-profits, Public Speaking, Volunteer Management, Teaching, Event Planning, Leadership Development, Leadership, Community Outreach, Program Development, Strategy, Strategic Planning, Higher Education..., Adult Education, Staff Development, Team Building, Training, Budgets, Board Development
Education
Regent University 2009 — 2012
Ed.D., Higher Education Leadership
Crown College 2006 — 2008
MA, Leadership
Huntington University 1981 — 1985
BS, Accounting/Economics
Martina Umierski, CPA's American Express Tax and Business Services Experience January 1993 - September 2000
Job Consultant at Accretive Solutions
Industry Accounting
Experience
Accretive Solutions March 2013 - Present
CardioDx November 2012 - February 2013
iPass, Inc. August 2010 - October 2012
Accretive Solutions October 2000 - August 2010
American Express Tax and Business Services January 1993 - September 2000
Deloitte + Touche September 1990 - December 1992
Skills
Corporate Finance, US GAAP, Financial Reporting, Tax, Professional Services, Accounts Payable, Accounts Receivable, Management, Analysis, Mergers & Acquisitions, Consolidation
Education
Certified Public Accountant
CPA, California, Finance, Tax, Accounting
Santa Clara University
B.S., Accounting
Accretive Solutions March 2013 - Present
CardioDx November 2012 - February 2013
iPass, Inc. August 2010 - October 2012
Accretive Solutions October 2000 - August 2010
American Express Tax and Business Services January 1993 - September 2000
Deloitte + Touche September 1990 - December 1992
Skills
Corporate Finance, US GAAP, Financial Reporting, Tax, Professional Services, Accounts Payable, Accounts Receivable, Management, Analysis, Mergers & Acquisitions, Consolidation
Education
Certified Public Accountant
CPA, California, Finance, Tax, Accounting
Santa Clara University
B.S., Accounting
Larry Templin's American Express Tax and Business Services Experience 1998 - 2002
Job Chief Financial Officer at Petersen Health Care, Inc.
Industry Accounting
Experience
Petersen Health Care, Inc. Chief Financial OfficerButterfield Health Care, Inc.2002 - 2007
American Express Tax and Business Services 1998 - 2002
Altschuler Melvoin & Glasser 1998 - 2002
Checkers, Simon and Rosner 1993 - 1997
Goldberg Geiser 1992 - 1992
Education
Illinois State University 1987 — 1992
BS, Accounting
Petersen Health Care, Inc. Chief Financial OfficerButterfield Health Care, Inc.2002 - 2007
American Express Tax and Business Services 1998 - 2002
Altschuler Melvoin & Glasser 1998 - 2002
Checkers, Simon and Rosner 1993 - 1997
Goldberg Geiser 1992 - 1992
Education
Illinois State University 1987 — 1992
BS, Accounting
Nicole Bridges's American Express Tax and Business Services Experience March 1999 - July 2003
Job Sr. Controller at Structural Group
Industry Accounting
Experience
Structural Group January 2011 - Present
Smarterville, Inc. August 2007 - December 2010
Constellation NewEnergy, Inc. July 2003 - August 2007
American Express Tax and Business Services March 1999 - July 2003
Skills
Financial Analysis, Auditing, Accounting, Forecasting
Education
Towson University 1993 — 1997
Bachelor of Science, Accounting
Structural Group January 2011 - Present
Smarterville, Inc. August 2007 - December 2010
Constellation NewEnergy, Inc. July 2003 - August 2007
American Express Tax and Business Services March 1999 - July 2003
Skills
Financial Analysis, Auditing, Accounting, Forecasting
Education
Towson University 1993 — 1997
Bachelor of Science, Accounting
Peter Walton's American Express Tax and Business Services Experience January 2005 - October 2005
Job Vice President and CFO at The Great Books Foundation
Industry Museums and Institutions
Experience
The Great Books Foundation April 2013 - Present
Museum of Contemporary Art May 2008 - January 2013
Museum of Contemporary Art October 2005 - May 2008
American Express Tax and Business Services January 2005 - October 2005
Control Solutions International August 2003 - December 2004
PepsiCo - Quaker Oats August 2001 - May 2003
PepsiCo - Quaker Oats October 1999 - August 2001
PepsiCo - Quaker Oats April 1998 - October 1999
PepsiCo - Quaker Oats August 1995 - April 1998
Various firms of Chartered Accountants July 1989 - April 1995
Skills
Non-profits, Arts Administration, Financial Analysis, Museums, Financial Reporting, Budget, Financial Modeling, Spreadsheets, Research, Forecasting, International, Account Reconciliation, Presentations, Cash Flow, Budgets, Auditing, Nonprofits
Education
The University of Chicago Booth School of Business 1998 — 2002
MBA, Finance, Accounting, Economics
University of Oxford 1980 — 1984
BA, French and Italian
The Great Books Foundation April 2013 - Present
Museum of Contemporary Art May 2008 - January 2013
Museum of Contemporary Art October 2005 - May 2008
American Express Tax and Business Services January 2005 - October 2005
Control Solutions International August 2003 - December 2004
PepsiCo - Quaker Oats August 2001 - May 2003
PepsiCo - Quaker Oats October 1999 - August 2001
PepsiCo - Quaker Oats April 1998 - October 1999
PepsiCo - Quaker Oats August 1995 - April 1998
Various firms of Chartered Accountants July 1989 - April 1995
Skills
Non-profits, Arts Administration, Financial Analysis, Museums, Financial Reporting, Budget, Financial Modeling, Spreadsheets, Research, Forecasting, International, Account Reconciliation, Presentations, Cash Flow, Budgets, Auditing, Nonprofits
Education
The University of Chicago Booth School of Business 1998 — 2002
MBA, Finance, Accounting, Economics
University of Oxford 1980 — 1984
BA, French and Italian
Michael Ecke's American Express Tax and Business Services Experience 2003 - 2004
Job Controller at Suzio/York Hill Companies
Industry Accounting
Experience
Suzio/York Hill Companies January 2008 - Present
Town of Cheshire 2001 - November 2013
ArchivesOne/Iron Mountain 2004 - 2007
American Express Tax and Business Services 2003 - 2004
Bailey Moore Glazer Shaffer and Proto 1999 - 2002
American Bank 1998 - 1999
PwC 1996 - 1998
Centerbank 1990 - 1996
Ernst & Young 1987 - 1988
Skills
Budgeting, Mergers, Forecasting, Accounting, Strategic Planning, Financial Analysis, Budgets, Financial Modeling, Leadership, Strategic Financial..., Auditing, Internal Audit, Internal Controls, Small Business, Finance, Due Diligence, Mergers & Acquisitions, Management, Negotiation
Education
The University of Connecticut School of Business
MBA, Accounting/Finance
Norwich University 1983 — 1985
Bachelor's degree, Economics
Suzio/York Hill Companies January 2008 - Present
Town of Cheshire 2001 - November 2013
ArchivesOne/Iron Mountain 2004 - 2007
American Express Tax and Business Services 2003 - 2004
Bailey Moore Glazer Shaffer and Proto 1999 - 2002
American Bank 1998 - 1999
PwC 1996 - 1998
Centerbank 1990 - 1996
Ernst & Young 1987 - 1988
Skills
Budgeting, Mergers, Forecasting, Accounting, Strategic Planning, Financial Analysis, Budgets, Financial Modeling, Leadership, Strategic Financial..., Auditing, Internal Audit, Internal Controls, Small Business, Finance, Due Diligence, Mergers & Acquisitions, Management, Negotiation
Education
The University of Connecticut School of Business
MBA, Accounting/Finance
Norwich University 1983 — 1985
Bachelor's degree, Economics
Raymond Toliver's American Express Tax and Business Services Experience January 2000 - December 2003
Job
Industry Management Consulting
Experience
Toliver INC. June 2012 - Present
Robert Half Management Resources February 2011 - June 2012
HD Supply January 2010 - September 2010
Best Buy January 2009 - January 2010
Cargill December 2006 - December 2008
Cargill January 2004 - November 2006
American Express Tax and Business Services January 2000 - December 2003
Robert Half Finance & Accounting November 1998 - December 1999
American Express Financial Advisors June 1994 - November 1998
Skills
Process Improvement, Cost Accounting, Accounting, Financial Reporting, Budgets, Program Management, Management, Internal Audit, Variance Analysis, Leadership, Finance, Investments, Management Consulting, Change Management, Project Management, Forecasting, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Risk, Strategic Financial...
Education
Purdue University 1990 — 1994
BS, Accounting
Toliver INC. June 2012 - Present
Robert Half Management Resources February 2011 - June 2012
HD Supply January 2010 - September 2010
Best Buy January 2009 - January 2010
Cargill December 2006 - December 2008
Cargill January 2004 - November 2006
American Express Tax and Business Services January 2000 - December 2003
Robert Half Finance & Accounting November 1998 - December 1999
American Express Financial Advisors June 1994 - November 1998
Skills
Process Improvement, Cost Accounting, Accounting, Financial Reporting, Budgets, Program Management, Management, Internal Audit, Variance Analysis, Leadership, Finance, Investments, Management Consulting, Change Management, Project Management, Forecasting, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Risk, Strategic Financial...
Education
Purdue University 1990 — 1994
BS, Accounting
Stewart N Meyer's American Express Tax and Business Services Experience January 1995 - December 2005
Job Of Counsel at Wilsey Meyer Eatmon, Tate PLLC
Industry Accounting
Experience
Wilsey Meyer Eatmon, Tate PLLC January 2011 - Present
Wilsey Meyer Eatmon Tate PLLC January 2005 - December 2010
American Express Tax and Business Services January 1995 - December 2005
BDO USA, LLP January 1985 - September 1990
Skills
Income Tax, Retirement Planning, Tax, CPA, Financial Planners
Education
College of Business 1963 — 1966
B.S., Accounting
Wilsey Meyer Eatmon, Tate PLLC January 2011 - Present
Wilsey Meyer Eatmon Tate PLLC January 2005 - December 2010
American Express Tax and Business Services January 1995 - December 2005
BDO USA, LLP January 1985 - September 1990
Skills
Income Tax, Retirement Planning, Tax, CPA, Financial Planners
Education
College of Business 1963 — 1966
B.S., Accounting
John Strauss's American Express Tax and Business Services Experience 1995 - 1999
Job Consultant at Strauss Consulting
Industry Information Services
Experience
Strauss Consulting February 2007 - Present
IDT INC 2003 - 2006
American Express Tax and Business Services 1995 - 1999
Skills
Business Intelligence, Project Management, Management Consulting, Requirements Analysis, SQL, Change Management, Microsoft SQL Server, Business Process..., ERP
Education
Northern Illinois University 1986 — 1990
Bachelor's degree, Accounting
Strauss Consulting February 2007 - Present
IDT INC 2003 - 2006
American Express Tax and Business Services 1995 - 1999
Skills
Business Intelligence, Project Management, Management Consulting, Requirements Analysis, SQL, Change Management, Microsoft SQL Server, Business Process..., ERP
Education
Northern Illinois University 1986 — 1990
Bachelor's degree, Accounting
Paul Weinblatt, CPA, MHA, CVA's American Express Tax and Business Services Experience 1994 - 2000
Job President at Weinblatt & Associates, PA
Industry Accounting
Experience
Weinblatt & Associates, PA 2000 - Present
American Express Tax and Business Services 1994 - 2000
Skills
Tax Preparation, Business Valuation, Accounting Services, Small Business, Accounting, Strategic Financial..., QuickBooks, Bookkeeping, Financial Reporting, Tax, Financial Analysis, Income Tax, Payroll, Tax Returns, Payroll Taxes, Budgets, Sales Tax, IRS, Financial Statements, Partnership Taxation, Corporate Tax, Analysis, Financial Planners, CPA
Education
Tulane University 1981 — 1983
MHA, Healthcare Finance
Emory University 1977 — 1981
BS, Psychology
Weinblatt & Associates, PA 2000 - Present
American Express Tax and Business Services 1994 - 2000
Skills
Tax Preparation, Business Valuation, Accounting Services, Small Business, Accounting, Strategic Financial..., QuickBooks, Bookkeeping, Financial Reporting, Tax, Financial Analysis, Income Tax, Payroll, Tax Returns, Payroll Taxes, Budgets, Sales Tax, IRS, Financial Statements, Partnership Taxation, Corporate Tax, Analysis, Financial Planners, CPA
Education
Tulane University 1981 — 1983
MHA, Healthcare Finance
Emory University 1977 — 1981
BS, Psychology
Paul Pinkus's American Express Tax and Business Services Experience 1999 - 2005
Job Partner, McGladrey LLP
Industry Accounting
Experience
McGladrey LLP 1974 - Present
POPAI 2000 - 2012
RSM McGladrey 2005 - 2011
NCSY 1998 - 2010
American Express Tax and Business Services 1999 - 2005
AM&G 1974 - 1999
Skills
Strategic Planning, Due Diligence, Non-profits, Mergers, Accounting, Auditing, Tax, Business Strategy, Business Process..., Business Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Planning, Financial Analysis, Budgets, Financial Reporting, Management, Negotiation, Nonprofits, Financial Modeling, Finance, Strategy, Financial Accounting, Small Business, Not-for-profit, Strategic Financial..., Team Building, Start-ups, SEC filings, Managerial Finance, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1969 — 1974
BS, Accounting and Economics
Lane Tech 1965 — 1969
High School Diploma
McGladrey LLP 1974 - Present
POPAI 2000 - 2012
RSM McGladrey 2005 - 2011
NCSY 1998 - 2010
American Express Tax and Business Services 1999 - 2005
AM&G 1974 - 1999
Skills
Strategic Planning, Due Diligence, Non-profits, Mergers, Accounting, Auditing, Tax, Business Strategy, Business Process..., Business Analysis, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Business Planning, Financial Analysis, Budgets, Financial Reporting, Management, Negotiation, Nonprofits, Financial Modeling, Finance, Strategy, Financial Accounting, Small Business, Not-for-profit, Strategic Financial..., Team Building, Start-ups, SEC filings, Managerial Finance, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1969 — 1974
BS, Accounting and Economics
Lane Tech 1965 — 1969
High School Diploma
Oleg Staroselskiy's American Express Tax and Business Services Experience 1999 - 2005
Job Senior Software developer at Queue Associates
Industry Information Technology and Services
Experience
Queue Associates April 2009 - Present
RSM McGladrey 2005 - April 2009
American Express Tax and Business Services 1999 - 2005
Skills
Crystal Reports, Microsoft SQL Server, VB.NET, SSRS, C#, VBScript, SharePoint, Access, ASP, .NET, VBA, ERP, Business Process, HTML, Axapta, Requirements Analysis, Visual Basic, Databases, Business Intelligence, Microsoft CRM, MS Dynamics AX 2009, MS Dynamics AX 2012, MS Dynamics SL
Education
New York University - Polytechnic School of Engineering 1995 — 1997
BS, Engineering
Queue Associates April 2009 - Present
RSM McGladrey 2005 - April 2009
American Express Tax and Business Services 1999 - 2005
Skills
Crystal Reports, Microsoft SQL Server, VB.NET, SSRS, C#, VBScript, SharePoint, Access, ASP, .NET, VBA, ERP, Business Process, HTML, Axapta, Requirements Analysis, Visual Basic, Databases, Business Intelligence, Microsoft CRM, MS Dynamics AX 2009, MS Dynamics AX 2012, MS Dynamics SL
Education
New York University - Polytechnic School of Engineering 1995 — 1997
BS, Engineering
Jack Lawless, CPA, APM's American Express Tax and Business Services Experience 1996 - 2003
Job Principal / CFO at Pension Strategies, LLC
Industry Accounting
Experience
Pension Strategies, LLC 2005 - Present
American Express Tax and Business Services 1996 - 2003
Actuarial & Administrative Services, Inc. 1993 - 1996
Gallant and Company 1988 - 1993
Independent Accounting/CPA Firm 1973 - 1988
Arthur Andersen & Co. 1970 - 1973
New Mexico Highlands University 1968 - 1970
Skills
Tax Accounting, Pension Administration, Actuarial Consulting, Business Acquisition, Tax consulting, Defined Benefit, Pension Systems, Strategic Planning, Financial Accounting, Financial Modeling, Statistical Data..., CPA, Managerial Finance, Financial Forecasting, Building Relationships, Building Strong..., Accounting for Small..., High Net Worth..., Technology Planning, Asset Allocation, Tax, Retirement Planning, Employee Benefits, Strategic Financial..., Business Planning, 401k, Experienced Speaker, Financial Advisory, Qualified Retirement..., Profit Sharing, ERISA, Financial Planners
Education
New Mexico Highlands University 1962 — 1968
BS, MA in Consolidated Business, Accounting
Pension Strategies, LLC 2005 - Present
American Express Tax and Business Services 1996 - 2003
Actuarial & Administrative Services, Inc. 1993 - 1996
Gallant and Company 1988 - 1993
Independent Accounting/CPA Firm 1973 - 1988
Arthur Andersen & Co. 1970 - 1973
New Mexico Highlands University 1968 - 1970
Skills
Tax Accounting, Pension Administration, Actuarial Consulting, Business Acquisition, Tax consulting, Defined Benefit, Pension Systems, Strategic Planning, Financial Accounting, Financial Modeling, Statistical Data..., CPA, Managerial Finance, Financial Forecasting, Building Relationships, Building Strong..., Accounting for Small..., High Net Worth..., Technology Planning, Asset Allocation, Tax, Retirement Planning, Employee Benefits, Strategic Financial..., Business Planning, 401k, Experienced Speaker, Financial Advisory, Qualified Retirement..., Profit Sharing, ERISA, Financial Planners
Education
New Mexico Highlands University 1962 — 1968
BS, MA in Consolidated Business, Accounting
Jim Desalvo's American Express Tax and Business Services Experience May 1999 - December 2000
Job Auditor at CFTC
Industry Accounting
Experience
CFTC August 2010 - Present
Discover Financial Services August 2008 - May 2009
Jimmy John's July 2006 - August 2008
Household International/HSBC April 2004 - July 2006
Chicago Board of Trade December 2000 - April 2004
American Express Tax and Business Services May 1999 - December 2000
United States Marine Corps December 1993 - December 1997
Skills
Accounting
Education
University of Illinois at Chicago 1998 — 2000
Bachelor of Science, Accounting
CFTC August 2010 - Present
Discover Financial Services August 2008 - May 2009
Jimmy John's July 2006 - August 2008
Household International/HSBC April 2004 - July 2006
Chicago Board of Trade December 2000 - April 2004
American Express Tax and Business Services May 1999 - December 2000
United States Marine Corps December 1993 - December 1997
Skills
Accounting
Education
University of Illinois at Chicago 1998 — 2000
Bachelor of Science, Accounting
Bryan Pitstick, CPA, MST's American Express Tax and Business Services Experience 1999 - 2005
Job Director at McGladrey
Industry Accounting
Experience
McGladrey 2005 - Present
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin & Glasser 1997 - 1999
Skills
Tax, Partnership Taxation, Income Tax, Accounting, Tax Research, Corporate Tax, Tax Preparation, CPA, Tax Returns, Tax Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Masters of Science in Taxation
Northern Illinois University 1993 — 1997
Bachelors of Science Accountancy
Kaneland High School
McGladrey 2005 - Present
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin & Glasser 1997 - 1999
Skills
Tax, Partnership Taxation, Income Tax, Accounting, Tax Research, Corporate Tax, Tax Preparation, CPA, Tax Returns, Tax Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Masters of Science in Taxation
Northern Illinois University 1993 — 1997
Bachelors of Science Accountancy
Kaneland High School
Dahlia Cohen's American Express Tax and Business Services Experience November 1997 - November 1998
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs January 2005 - December 2013
Goldman Sachs December 1999 - December 2004
KPMG November 1998 - December 1999
American Express Tax and Business Services November 1997 - November 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives
Education
Binghamton University - School of Management
Accounting
Goldman Sachs January 2014 - Present
Goldman Sachs January 2005 - December 2013
Goldman Sachs December 1999 - December 2004
KPMG November 1998 - December 1999
American Express Tax and Business Services November 1997 - November 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives
Education
Binghamton University - School of Management
Accounting
John Pierquet's American Express Tax and Business Services Experience July 1998 - July 2003
Job Partner at Financial Reporting Services LLC
Industry Accounting
Experience
Financial Reporting Services LLC January 2008 - Present
John W. Pierquet CPA, LLC January 2005 - Present
Gordon J Maier & Company LLP August 2003 - December 2004
American Express Tax and Business Services July 1998 - July 2003
Berger, Goldstein & Company September 1991 - June 1998
Education
Northern Illinois University 1987 — 1991
Bachlors, Accountancy
Northern Illinois University 1987 — 1991
Financial Reporting Services LLC January 2008 - Present
John W. Pierquet CPA, LLC January 2005 - Present
Gordon J Maier & Company LLP August 2003 - December 2004
American Express Tax and Business Services July 1998 - July 2003
Berger, Goldstein & Company September 1991 - June 1998
Education
Northern Illinois University 1987 — 1991
Bachlors, Accountancy
Northern Illinois University 1987 — 1991
Judy Haven, CPA's American Express Tax and Business Services Experience February 1991 - April 1997
Job Manager at SVA Certified Public Accountants
Industry Accounting
Experience
SVA Certified Public Accountants October 2013 - Present
Reinhart Boerner Van Deuren s.c. June 2011 - September 2013
Schenck SC, Milwaukee, WI January 1998 - April 2011
American Express Tax and Business Services February 1991 - April 1997
Parsons Technology (aquired by Intuit) September 1991 - January 1997
Terry, Lockridge & Dunn, Inc. October 1988 - April 1990
TLS Co. October 1984 - July 1988
McGladrey, Hendrickson & Pullen August 1983 - October 1984
Skills
Accounting, Tax, Income Tax, Tax Preparation, Tax Accounting, Partnership Taxation
Education
University of Northern Iowa 1979 — 1983
Bachelor's degree, Accounting
Independence High School
SVA Certified Public Accountants October 2013 - Present
Reinhart Boerner Van Deuren s.c. June 2011 - September 2013
Schenck SC, Milwaukee, WI January 1998 - April 2011
American Express Tax and Business Services February 1991 - April 1997
Parsons Technology (aquired by Intuit) September 1991 - January 1997
Terry, Lockridge & Dunn, Inc. October 1988 - April 1990
TLS Co. October 1984 - July 1988
McGladrey, Hendrickson & Pullen August 1983 - October 1984
Skills
Accounting, Tax, Income Tax, Tax Preparation, Tax Accounting, Partnership Taxation
Education
University of Northern Iowa 1979 — 1983
Bachelor's degree, Accounting
Independence High School
Patricia Lawson's American Express Tax and Business Services Experience 1989 - 1997
Job Financial executive specializing in the notforprofit industry
Industry Nonprofit Organization Management
Experience
Greater Chicago Food Depository January 2015 - June 2015
The Art Institute of Chicago March 2004 - January 2015
The Art Institute of Chicago October 2013 - April 2014
Chicago Botanic Garden 2000 - 2004
Museum of Contemporary Art 1997 - 2000
American Express Tax and Business Services 1989 - 1997
Skills
Accounting, Non-profits, Nonprofits, Microsoft Office, Financial Reporting, QuickBooks, Microsoft Word, Auditing, Budgets, Microsoft Excel, Financial Accounting, Accounts Receivable, Accounts Payable, Payroll, Financial Analysis, Internal Controls, Leadership, Strategic Planning, Finance
Education
DePaul University
Bachelor's degree, Accounting
Greater Chicago Food Depository January 2015 - June 2015
The Art Institute of Chicago March 2004 - January 2015
The Art Institute of Chicago October 2013 - April 2014
Chicago Botanic Garden 2000 - 2004
Museum of Contemporary Art 1997 - 2000
American Express Tax and Business Services 1989 - 1997
Skills
Accounting, Non-profits, Nonprofits, Microsoft Office, Financial Reporting, QuickBooks, Microsoft Word, Auditing, Budgets, Microsoft Excel, Financial Accounting, Accounts Receivable, Accounts Payable, Payroll, Financial Analysis, Internal Controls, Leadership, Strategic Planning, Finance
Education
DePaul University
Bachelor's degree, Accounting
Andrea Jaffe's American Express Tax and Business Services Experience January 1994 - February 2000
Job VPOperations at Business Licenses LLC
Industry Executive Office
Experience
Business Licenses LLC December 2011 - Present
DoubleTree Hotel- Tarrytown December 2007 - December 2011
CCH-Wolters Kluwer February 2000 - November 2007
American Express- Tax and Business Services January 1994 - February 2000
Skills
Strategic Planning, Contract Negotiation, Accounting, New Business Development, Mergers, Business Strategy, Microsoft Excel, Process Improvement, Microsoft Office, Public Speaking, Tax, Microsoft Word, Start-ups, Business Analysis, Team Leadership, Mergers & Acquisitions, Account Management, Management, Finance, Sales, Outsourcing, Financial Reporting
Education
Fairleigh Dickinson University-Metropolitan Campus 2010 — 2012
MS, Accounting
City University of New York-Hunter College 1988 — 1990
B.A., Economics
Business Licenses LLC December 2011 - Present
DoubleTree Hotel- Tarrytown December 2007 - December 2011
CCH-Wolters Kluwer February 2000 - November 2007
American Express- Tax and Business Services January 1994 - February 2000
Skills
Strategic Planning, Contract Negotiation, Accounting, New Business Development, Mergers, Business Strategy, Microsoft Excel, Process Improvement, Microsoft Office, Public Speaking, Tax, Microsoft Word, Start-ups, Business Analysis, Team Leadership, Mergers & Acquisitions, Account Management, Management, Finance, Sales, Outsourcing, Financial Reporting
Education
Fairleigh Dickinson University-Metropolitan Campus 2010 — 2012
MS, Accounting
City University of New York-Hunter College 1988 — 1990
B.A., Economics
Juliana Chung's American Express Tax and Business Services Experience August 2000 - April 2005
Job Tax & Financial Accountant at please contact
Industry Accounting
Experience
please contact November 2012 - Present
Steinberg Advisors, Ltd. September 2007 - 2012
The Benida Group May 2005 - August 2007
American Express Tax and Business Services August 2000 - April 2005
Skills
Tax, Income Tax, Tax Preparation, Tax Accounting, Financial Statements, Tax Research, Corporate Tax, Partnership Taxation, Finance, Financial Reporting, QuickBooks, Accounting, Financial Accounting, General Ledger
Education
Indiana University - Kelley School of Business 1995 — 2000
BS, Accounting
please contact November 2012 - Present
Steinberg Advisors, Ltd. September 2007 - 2012
The Benida Group May 2005 - August 2007
American Express Tax and Business Services August 2000 - April 2005
Skills
Tax, Income Tax, Tax Preparation, Tax Accounting, Financial Statements, Tax Research, Corporate Tax, Partnership Taxation, Finance, Financial Reporting, QuickBooks, Accounting, Financial Accounting, General Ledger
Education
Indiana University - Kelley School of Business 1995 — 2000
BS, Accounting
Nona Baranchuk, CPA's American Express Tax and Business Services Experience 1997 - 2000
Job Accounting Professional
Industry Accounting
Experience
National Atlantic Holding Corporation 2005 - 2009
FGIC 2002 - 2005
GE-WNBC 2001 - 2002
American Express Tax and Business Services 1997 - 2000
Skills
Accounting, Internal Controls, Financial Reporting, Auditing
Education
City University of New York-Brooklyn College 1990 — 1994
Bachelor of Science, Accounting
School name:
National Atlantic Holding Corporation 2005 - 2009
FGIC 2002 - 2005
GE-WNBC 2001 - 2002
American Express Tax and Business Services 1997 - 2000
Skills
Accounting, Internal Controls, Financial Reporting, Auditing
Education
City University of New York-Brooklyn College 1990 — 1994
Bachelor of Science, Accounting
School name:
Greg Gisriel's American Express Tax and Business Services Experience December 1999 - September 2002
Job Senior Director of IT Risk & Compliance at University of Maryland University College
Industry Information Technology and Services
Experience
University of Maryland University College January 2012 - Present
Cotton & Company LLP February 2010 - December 2011
Aggregate Industries December 2006 - November 2009
Howard Hughes Medical Institute September 2002 - December 2006
American Express Tax and Business Services December 1999 - September 2002
Cotton & Company LLP 1996 - 1999
Skills
Information Technology, CISSP, Auditing, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Information Assurance, Information Security, Information Security..., Disaster Recovery, CISA, Risk Assessment, Computer Security, Budgets, Security, Risk Management, Network Security, Governance, Internal Controls, Vulnerability Assessment, Program Management, Process Improvement
Education
Norwich University 2004 — 2006
Masters of Science, Information Assurance
University of Maryland College Park 1991 — 1996
BS, Accounting
University of Maryland University College January 2012 - Present
Cotton & Company LLP February 2010 - December 2011
Aggregate Industries December 2006 - November 2009
Howard Hughes Medical Institute September 2002 - December 2006
American Express Tax and Business Services December 1999 - September 2002
Cotton & Company LLP 1996 - 1999
Skills
Information Technology, CISSP, Auditing, IT Audit, Sarbanes-Oxley Act, Enterprise Risk..., Information Assurance, Information Security, Information Security..., Disaster Recovery, CISA, Risk Assessment, Computer Security, Budgets, Security, Risk Management, Network Security, Governance, Internal Controls, Vulnerability Assessment, Program Management, Process Improvement
Education
Norwich University 2004 — 2006
Masters of Science, Information Assurance
University of Maryland College Park 1991 — 1996
BS, Accounting
Brad Donaldson's American Express Tax and Business Services Experience April 1995 - September 2000
Job Senior Retirement Plan Consultant at Administrative Retirement Services, Inc.
Industry Accounting
Experience
Administrative Retirement Services, Inc. October 2000 - Present
American Express Tax and Business Services April 1995 - September 2000
Central States Funds September 1990 - April 1995
Skills
401k, Auditing, Retirement Planning, Employee Benefits, Pensions, Retirement
Education
Truman State University 1985 — 1990
Bachelor's degree, Accounting
Administrative Retirement Services, Inc. October 2000 - Present
American Express Tax and Business Services April 1995 - September 2000
Central States Funds September 1990 - April 1995
Skills
401k, Auditing, Retirement Planning, Employee Benefits, Pensions, Retirement
Education
Truman State University 1985 — 1990
Bachelor's degree, Accounting
David Wolff's American Express Tax and Business Services Experience 1999 - 2001
Job Product Control at HSBC
Industry Financial Services
Experience
HSBC October 2010 - Present
HSBC FX Product Control April 2007 - September 2010
HSBC Product Control Fixed Income September 2005 - April 2007
Citigroup MBS Product Control 2003 - September 2005
UBS MBS Product Control September 2001 - September 2003
American Express Tax and Business Services 1999 - 2001
Education
Binghamton University - School of Management
BS, Accounting
HSBC October 2010 - Present
HSBC FX Product Control April 2007 - September 2010
HSBC Product Control Fixed Income September 2005 - April 2007
Citigroup MBS Product Control 2003 - September 2005
UBS MBS Product Control September 2001 - September 2003
American Express Tax and Business Services 1999 - 2001
Education
Binghamton University - School of Management
BS, Accounting
Lisa Seitz's American Express Tax and Business Services Experience January 2001 - January 2005
Job Administrative Specialist
Industry Accounting
Experience
Yerina, Pascual, and Dizon, Inc. October 2011 - Present
H&R Block, Tax & Business Services January 2005 - October 2011
American Express Tax and Business Services January 2001 - January 2005
Skills
Administrative..., Management, Administration, Microsoft Excel, Accounts Receivable, Accounts Payable, Filing, Customer Service, Telephone Skills, Microsoft Office
Education
San Francisco State University 1993 — 1996
BA, Art History
Yerina, Pascual, and Dizon, Inc. October 2011 - Present
H&R Block, Tax & Business Services January 2005 - October 2011
American Express Tax and Business Services January 2001 - January 2005
Skills
Administrative..., Management, Administration, Microsoft Excel, Accounts Receivable, Accounts Payable, Filing, Customer Service, Telephone Skills, Microsoft Office
Education
San Francisco State University 1993 — 1996
BA, Art History
Sam Mazman's American Express Tax and Business Services Experience September 2000 - June 2003
Job Vice President Finance Distribution at Kellstrom Defense
Industry Aviation & Aerospace
Experience
Kellstrom Defense March 2015 - Present
HEICO Aerospace / Jet Avion December 2012 - March 2015
HEICO Aerospace February 2011 - December 2012
HEICO Aerospace January 2008 - February 2011
Tribune Media Services June 2006 - November 2007
United States Can Company April 2005 - June 2006
Crowe Chizek August 2003 - April 2005
American Express Tax and Business Services September 2000 - June 2003
Skills
Analysis, Inventory Management, Mergers, Team Building, Contract Negotiation, ERP, Auditing, Access, Microsoft Word, Accounts Receivable, Managerial Finance, Microsoft Excel, Financial Statements, Program Management, Variance Analysis, Internal Controls, Leadership, PowerPoint, Financial Analysis, Financial Accounting, Cost Accounting, Strategic Planning, Account Reconciliation, Consolidation, Strategic Financial..., Operations Management, Financial Reporting, CRM, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Payroll, Management, Budgets, Forecasting, Project Planning, Risk Management, Team Leadership, Finance, Accounts Payable, Accounting, Business Strategy, Data Analysis, Process Improvement, General Ledger, Project Management, Change Management, Microsoft Office, Financial Forecasting
Education
University of Miami - School of Business 2010 — 2011
MBA, General
Dominican University 1998 — 2000
Bachelor of Arts, Accounting
Kellstrom Defense March 2015 - Present
HEICO Aerospace / Jet Avion December 2012 - March 2015
HEICO Aerospace February 2011 - December 2012
HEICO Aerospace January 2008 - February 2011
Tribune Media Services June 2006 - November 2007
United States Can Company April 2005 - June 2006
Crowe Chizek August 2003 - April 2005
American Express Tax and Business Services September 2000 - June 2003
Skills
Analysis, Inventory Management, Mergers, Team Building, Contract Negotiation, ERP, Auditing, Access, Microsoft Word, Accounts Receivable, Managerial Finance, Microsoft Excel, Financial Statements, Program Management, Variance Analysis, Internal Controls, Leadership, PowerPoint, Financial Analysis, Financial Accounting, Cost Accounting, Strategic Planning, Account Reconciliation, Consolidation, Strategic Financial..., Operations Management, Financial Reporting, CRM, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Payroll, Management, Budgets, Forecasting, Project Planning, Risk Management, Team Leadership, Finance, Accounts Payable, Accounting, Business Strategy, Data Analysis, Process Improvement, General Ledger, Project Management, Change Management, Microsoft Office, Financial Forecasting
Education
University of Miami - School of Business 2010 — 2011
MBA, General
Dominican University 1998 — 2000
Bachelor of Arts, Accounting
Cindy A. Prah, SPHR's American Express Tax and Business Services Experience August 2003 - May 2005
Job Regional Human Resources Manager at McGladrey
Industry Accounting
Experience
McGladrey August 2003 - Present
American Express Tax and Business Services August 2003 - May 2005
PFPC March 2001 - May 2003
Morningstar Inc January 2000 - February 2001
SteinRoe Investments January 1986 - January 1998
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Talent Management, Human Resources, Coaching, Succession Planning, Workforce Planning, HRIS, Employee Engagement, Benefits Administration, Performance Management, HR Consulting, College Recruiting, Deferred Compensation, Organizational Design, Personnel Management
Education
Loyola University Business School
Executive Education Program
Loyola University of Chicago
Biology and Psychology
Northwestern University
Business and Economics
Univeristy of Illinois at Chicago
BA, Psychology
McGladrey August 2003 - Present
American Express Tax and Business Services August 2003 - May 2005
PFPC March 2001 - May 2003
Morningstar Inc January 2000 - February 2001
SteinRoe Investments January 1986 - January 1998
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Talent Management, Human Resources, Coaching, Succession Planning, Workforce Planning, HRIS, Employee Engagement, Benefits Administration, Performance Management, HR Consulting, College Recruiting, Deferred Compensation, Organizational Design, Personnel Management
Education
Loyola University Business School
Executive Education Program
Loyola University of Chicago
Biology and Psychology
Northwestern University
Business and Economics
Univeristy of Illinois at Chicago
BA, Psychology
Abbie Moore, CPA's American Express Tax and Business Services Experience November 2003 - November 2005
Job Senior Pricing Analyst at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless July 2012 - Present
Verizon Wireless March 2009 - July 2012
Slayton Search Partners March 2008 - March 2009
Brunswick Corporation 2005 - 2008
American Express - Tax and Business Services November 2003 - November 2005
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Internal Audit, GAAP, Revenue Recognition, Auditing, Financial Reporting, Accounting
Education
DePaul University 2000 — 2003
Bachelor's degree, Accounting, 3.6
Verizon Wireless July 2012 - Present
Verizon Wireless March 2009 - July 2012
Slayton Search Partners March 2008 - March 2009
Brunswick Corporation 2005 - 2008
American Express - Tax and Business Services November 2003 - November 2005
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Internal Audit, GAAP, Revenue Recognition, Auditing, Financial Reporting, Accounting
Education
DePaul University 2000 — 2003
Bachelor's degree, Accounting, 3.6
Christina Mason's American Express Tax and Business Services Experience 1999 - 2005
Job Accounts Receivable Specialist at Sea Tel Inc
Industry Financial Services
Experience
Sea Tel Inc September 2014 - Present
Interamerican Motor Corporation January 2012 - October 2013
Interamerican Motor Corporation April 2007 - January 2012
RSM McGladrey 2005 - 2006
American Express Tax and Business Services 1999 - 2005
Bernstein Fox Goldberg 1990 - 1995
Deloitte 1986 - 1990
Skills
Cross-functional Team..., Collections, Credit Analysis, Management, Training, Leading Meetings, SAP ERP, SAP FICO, Collaborative Problem..., SAP Implementation, ERP, Accounts Receivable, Business Process, Process Improvement, Forecasting, Financial Reporting
Education
University of California, Riverside 1983 — 1986
BA, English
Principia College 1983 — 1984
Sea Tel Inc September 2014 - Present
Interamerican Motor Corporation January 2012 - October 2013
Interamerican Motor Corporation April 2007 - January 2012
RSM McGladrey 2005 - 2006
American Express Tax and Business Services 1999 - 2005
Bernstein Fox Goldberg 1990 - 1995
Deloitte 1986 - 1990
Skills
Cross-functional Team..., Collections, Credit Analysis, Management, Training, Leading Meetings, SAP ERP, SAP FICO, Collaborative Problem..., SAP Implementation, ERP, Accounts Receivable, Business Process, Process Improvement, Forecasting, Financial Reporting
Education
University of California, Riverside 1983 — 1986
BA, English
Principia College 1983 — 1984
christopher zareba's American Express Tax and Business Services Experience January 1999 - January 2002
Job Internal Audit Supervisor at AptarGroup, Inc.
Industry Pharmaceuticals
Experience
AptarGroup, Inc. January 2014 - Present
AptarGroup, Inc. April 2012 - January 2014
Fresenius Kabi May 2007 - March 2012
APP Pharmaceuticals, Inc January 2005 - March 2007
2004 - 2005Hewitt Associates 2004 - 2005
FLS 2002 - 2004
Real Estate Industry 2002 - 2004
American Express, Tax and Business Services January 1999 - January 2002
American Express 1999 - 2002
PricewaterhouseCoopers L.L.P January 1997 - January 1999
Skills
Internal Audit, Operational Audit, Financial Audit, Auditing, Sarbanes-Oxley Act, Accounting, Finance, Internal Controls, Financial Reporting, GAAP, Management, Analysis, Financial Statements, Financial Analysis, Budgets, Risk Management, Financial Accounting, Process Improvement, External Audit, Account Reconciliation, Financial Audits
Education
UIC Chicago 1997 — 1999
Accounting
University of Illinois at Chicago 1997 — 1999
Bachelor of Science, Accounting
AptarGroup, Inc. January 2014 - Present
AptarGroup, Inc. April 2012 - January 2014
Fresenius Kabi May 2007 - March 2012
APP Pharmaceuticals, Inc January 2005 - March 2007
2004 - 2005Hewitt Associates 2004 - 2005
FLS 2002 - 2004
Real Estate Industry 2002 - 2004
American Express, Tax and Business Services January 1999 - January 2002
American Express 1999 - 2002
PricewaterhouseCoopers L.L.P January 1997 - January 1999
Skills
Internal Audit, Operational Audit, Financial Audit, Auditing, Sarbanes-Oxley Act, Accounting, Finance, Internal Controls, Financial Reporting, GAAP, Management, Analysis, Financial Statements, Financial Analysis, Budgets, Risk Management, Financial Accounting, Process Improvement, External Audit, Account Reconciliation, Financial Audits
Education
UIC Chicago 1997 — 1999
Accounting
University of Illinois at Chicago 1997 — 1999
Bachelor of Science, Accounting
Steve Kalina's American Express Tax and Business Services Experience September 1995 - 1998
Job Consultant at SBS Group
Industry Computer Software
Experience
SBS Group December 1998 - Present
American Express Tax and Business Services September 1995 - 1998
Skills
Microsoft Dynamics, Great Plains Software, Axapta, Vicinity Manufacturing, Process Manufacturing, SQL Server, Sage PFW, Business Intelligence, Crystal Reports, Sage, ERP, Financials, Microsoft Dynamics ERP, Software Implementation, Business Process, Professional Services, Integration, SQL, Financial Reporting, Access, General Ledger, Business Analysis, SharePoint
Education
Indiana University Bloomington 1991 — 1995
Bachelor's Degree, Accounting
SBS Group December 1998 - Present
American Express Tax and Business Services September 1995 - 1998
Skills
Microsoft Dynamics, Great Plains Software, Axapta, Vicinity Manufacturing, Process Manufacturing, SQL Server, Sage PFW, Business Intelligence, Crystal Reports, Sage, ERP, Financials, Microsoft Dynamics ERP, Software Implementation, Business Process, Professional Services, Integration, SQL, Financial Reporting, Access, General Ledger, Business Analysis, SharePoint
Education
Indiana University Bloomington 1991 — 1995
Bachelor's Degree, Accounting
Ann Marie Bellini's American Express Tax and Business Services Experience January 2000 - October 2002
Job Accountant at BSB Partners CPA's & Business Advisors
Industry Accounting
Experience
BSB Partners CPAs & Business Advisors September 2008 - Present
Moore Stephens Apple January 2003 - March 2005
American Express Tax and Business Services January 2000 - October 2002
CBIZ, Inc. August 1998 - December 1999
Eulcid Hitachi, Inc. September 1997 - August 1998
TRW June 1997 - September 1997
Education
John Carroll University
Accounting and Finance
BSB Partners CPAs & Business Advisors September 2008 - Present
Moore Stephens Apple January 2003 - March 2005
American Express Tax and Business Services January 2000 - October 2002
CBIZ, Inc. August 1998 - December 1999
Eulcid Hitachi, Inc. September 1997 - August 1998
TRW June 1997 - September 1997
Education
John Carroll University
Accounting and Finance
Teri Zielinski's American Express Tax and Business Services Experience January 2003 - May 2003
Job Network Engineering Manager at Frontier Communications
Industry Telecommunications
Experience
Frontier Communications July 2008 - Present
Trolley Steak and Seafood May 2004 - Present
The Salad Club November 2009 - March 2013
Frontier Communications May 2005 - August 2008
Wells Fargo Bank, May 2004 - May 2005
American Express Tax and Business Services January 2003 - May 2003
Thomas Nelson Publishers June 2001 - August 2001
Education
Indiana Institute of Technology 2005 — 2006
Master of Business Administration (MBA)
Indiana Institute of Technology 2004 — 2004
Associate of Science (A.S.), Accounting, 4.0
Indiana Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.9
Frontier Communications July 2008 - Present
Trolley Steak and Seafood May 2004 - Present
The Salad Club November 2009 - March 2013
Frontier Communications May 2005 - August 2008
Wells Fargo Bank, May 2004 - May 2005
American Express Tax and Business Services January 2003 - May 2003
Thomas Nelson Publishers June 2001 - August 2001
Education
Indiana Institute of Technology 2005 — 2006
Master of Business Administration (MBA)
Indiana Institute of Technology 2004 — 2004
Associate of Science (A.S.), Accounting, 4.0
Indiana Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.9
Melissa De Stefano's American Express Tax and Business Services Experience January 2005 - April 2005
Job Tax Analyst at PARKWOOD LLC
Industry Accounting
Experience
Parkwood LLC January 2008 - Present
Grant Thornton LLP September 2006 - January 2008
American Express Tax and Business Services January 2005 - April 2005
Education
Baldwin Wallace University 2001 — 2006
Master of Business Administration (MBA), Accounting
Baldwin Wallace University 2001 — 2006
Bachelor of Arts (B.A.), Accounting/Economics, cum laude
Parkwood LLC January 2008 - Present
Grant Thornton LLP September 2006 - January 2008
American Express Tax and Business Services January 2005 - April 2005
Education
Baldwin Wallace University 2001 — 2006
Master of Business Administration (MBA), Accounting
Baldwin Wallace University 2001 — 2006
Bachelor of Arts (B.A.), Accounting/Economics, cum laude
eric sandler's American Express Tax and Business Services Experience 1995 - 2000
Job
Industry Accounting
Dave Rogoff's American Express Tax and Business Services Experience 2004 - 2005
Job Lead IT Audit Manager at American Stock Transfer; Trust Company, LLC (US and Canada)
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY