Andersen Tax
Description
Andersen Tax LLC is a tax firm headquartered in San Francisco, California, United States. It provides tax, valuation, financial advisory and consulting services to individuals and corporate clients. Headquarters: San Francisco, California, United States Number of employees: 1,000 Founded: 2002 Number of locations: 19 U.S. Offices Subsidiaries: Andersen Tax LLC and STCPartners., Type of business: Limited liability company
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Andersen Tax Employees
Employee
Years
Job
Industry
Vincent Luong Vincent Luong's Andersen Tax Experience June 2013 - August 2013
Job Business Planning and Operations Analyst at Yahoo
Industry Internet
Experience
Yahoo September 2014 - Present
University of California, Berkeley March 2011 - July 2014
Andersen Tax June 2013 - August 2013
University of California, Berkeley February 2010 - May 2011
Skills
Project Management, Social Networking, Team-oriented, Customer Support, Technical Writing, Team Leadership, Microsoft Office
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Economics and Policy, City and Regional Planning
The University of Hong Kong 2012 — 2012
Faculty of Social Sciences
Yahoo September 2014 - Present
University of California, Berkeley March 2011 - July 2014
Andersen Tax June 2013 - August 2013
University of California, Berkeley February 2010 - May 2011
Skills
Project Management, Social Networking, Team-oriented, Customer Support, Technical Writing, Team Leadership, Microsoft Office
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Environmental Economics and Policy, City and Regional Planning
The University of Hong Kong 2012 — 2012
Faculty of Social Sciences
Rebecca Russell Rebecca Russell's Andersen Tax Experience January 2014 - August 2014
Job Intern at Andersen Tax
Industry Accounting
Experience
Trinity Industries, Inc. June 2015 - August 2015
EY January 2015 - March 2015
Andersen Tax January 2014 - August 2014
Sharp and Peterchuck Attorneys at Law March 2013 - July 2013
Skills
Microsoft Excel, GoSystems
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master’s Degree, Accounting
Southern Methodist University 2012 — 2015
Bachelor's, Accounting
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Trinity Industries, Inc. June 2015 - August 2015
EY January 2015 - March 2015
Andersen Tax January 2014 - August 2014
Sharp and Peterchuck Attorneys at Law March 2013 - July 2013
Skills
Microsoft Excel, GoSystems
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master’s Degree, Accounting
Southern Methodist University 2012 — 2015
Bachelor's, Accounting
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Anne Ziemba's Andersen Tax Experience May 2015 - Present
Job Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2015 - Present
Cobalt International Energy 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Training, Research, Employee Relations
Education
Southern Methodist University 2012 — 2016
Bachelor's degree, Accounting
Duchesne Academy of the Sacred Heart 2008 — 2012
High School Diploma
Andersen Tax May 2015 - Present
Cobalt International Energy 2013 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Training, Research, Employee Relations
Education
Southern Methodist University 2012 — 2016
Bachelor's degree, Accounting
Duchesne Academy of the Sacred Heart 2008 — 2012
High School Diploma
Alexa Grossman's Andersen Tax Experience June 2013 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2013 - Present
Volunteer Income Tax Assistance (VITA) February 2012 - April 2013
Grossman & Grossman LLP May 2011 - August 2012
Skills
Communication Skills, Problem Solving, Teamwork, Analytical Skills, Microsoft Office, QuickBooks, Microsoft Excel, Public Speaking, Time Management, PowerPoint, Tax
Education
University at Buffalo 2014 — 2015
Master's Degree, Accounting
University at Buffalo 2010 — 2014
Bachelor of Science (B.S.), Accounting
Andersen Tax June 2013 - Present
Volunteer Income Tax Assistance (VITA) February 2012 - April 2013
Grossman & Grossman LLP May 2011 - August 2012
Skills
Communication Skills, Problem Solving, Teamwork, Analytical Skills, Microsoft Office, QuickBooks, Microsoft Excel, Public Speaking, Time Management, PowerPoint, Tax
Education
University at Buffalo 2014 — 2015
Master's Degree, Accounting
University at Buffalo 2010 — 2014
Bachelor of Science (B.S.), Accounting
Jill Starr Jill Starr's Andersen Tax Experience January 2013 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2013 - Present
Ernst & Young June 1988 - December 2012
Skills
Tax, Income Tax, Tax Compliance, Financial Planning, Tax Services, High Net Worth..., Individual Taxation, Federal Tax, Tax Preparation, Partnership Taxation
Education
University of North Texas 1991 — 1992
Masters of Tax
University of Arkansas at Fayetteville 1984 — 1988
Bachelors of Science, Accounting
Andersen Tax January 2013 - Present
Ernst & Young June 1988 - December 2012
Skills
Tax, Income Tax, Tax Compliance, Financial Planning, Tax Services, High Net Worth..., Individual Taxation, Federal Tax, Tax Preparation, Partnership Taxation
Education
University of North Texas 1991 — 1992
Masters of Tax
University of Arkansas at Fayetteville 1984 — 1988
Bachelors of Science, Accounting
John Niemann John Niemann's Andersen Tax Experience June 2013 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax June 2013 - Present
Hines Global REIT II July 2014 - Present
HMS Income Fund, Inc. May 2012 - Present
Arthur Andersen LLP 2002 - Present
Gateway Energy Corporation June 2010 - December 2013
Arthur Andersen LLP January 1978 - August 2002
Skills
Accounting, Mergers, SEC filings, Due Diligence, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Restructuring, Mergers & Acquisitions, Corporate Finance, Corporate Tax, Private Equity, CPA, US GAAP, GAAP, Auditing, Internal Audit, International Tax, Financial Accounting, Tax, Financial Modeling, Strategic Financial..., Corporate Governance, Income Tax, IFRS, Business Valuation, Management Consulting, Enterprise Risk..., IPO, Forensic Accounting, Tax Accounting, Revenue Recognition, Finance, Managerial Finance, Valuation, Sarbanes-Oxley, Tax Advisory, Acquisition Integration, Tax Law, Divestitures, Assurance, Cash Management, External Audit, Transfer Pricing, Treasury Management, Risk Management, Consolidation, Financial Audits, SEC Filings
Education
South Texas College of Law
JD, Summa Cum Laude
Rice University
Masters in Accounting
Rice University
B.A., Magna Cum Laude, Managerial Studies
Andersen Tax June 2013 - Present
Hines Global REIT II July 2014 - Present
HMS Income Fund, Inc. May 2012 - Present
Arthur Andersen LLP 2002 - Present
Gateway Energy Corporation June 2010 - December 2013
Arthur Andersen LLP January 1978 - August 2002
Skills
Accounting, Mergers, SEC filings, Due Diligence, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Restructuring, Mergers & Acquisitions, Corporate Finance, Corporate Tax, Private Equity, CPA, US GAAP, GAAP, Auditing, Internal Audit, International Tax, Financial Accounting, Tax, Financial Modeling, Strategic Financial..., Corporate Governance, Income Tax, IFRS, Business Valuation, Management Consulting, Enterprise Risk..., IPO, Forensic Accounting, Tax Accounting, Revenue Recognition, Finance, Managerial Finance, Valuation, Sarbanes-Oxley, Tax Advisory, Acquisition Integration, Tax Law, Divestitures, Assurance, Cash Management, External Audit, Transfer Pricing, Treasury Management, Risk Management, Consolidation, Financial Audits, SEC Filings
Education
South Texas College of Law
JD, Summa Cum Laude
Rice University
Masters in Accounting
Rice University
B.A., Magna Cum Laude, Managerial Studies
Alexander Aronsohn Alexander Aronsohn's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2014 - Present
UCLA Student Technology Center November 2011 - June 2014
WTAS July 2013 - September 2013
Skills
Income Tax, Tax Research, Financial Analysis, Financial Reporting, Accounting
Education
UCLA 2010 — 2014
Bachelor's degree, Business Economics
Andersen Tax July 2014 - Present
UCLA Student Technology Center November 2011 - June 2014
WTAS July 2013 - September 2013
Skills
Income Tax, Tax Research, Financial Analysis, Financial Reporting, Accounting
Education
UCLA 2010 — 2014
Bachelor's degree, Business Economics
Shireen Deo's Andersen Tax Experience June 2014 - September 2014
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG October 2015 - Present
University of California, Santa Babara Disabled Students Program February 2015 - June 2015
University of California, Santa Barbara Athletic Performance Center September 2014 - June 2015
Andersen Tax June 2014 - September 2014
Starbucks June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Accounting, Time Management
Education
University of California, Santa Barbara 2013 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
Monte Vista High School
KPMG October 2015 - Present
University of California, Santa Babara Disabled Students Program February 2015 - June 2015
University of California, Santa Barbara Athletic Performance Center September 2014 - June 2015
Andersen Tax June 2014 - September 2014
Starbucks June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Accounting, Time Management
Education
University of California, Santa Barbara 2013 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
Monte Vista High School
Scott Ewing, CPA Scott Ewing, CPA's Andersen Tax Experience May 2015 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2015 - Present
McGladrey June 2014 - October 2014
Crowe Horwath LLP August 2011 - May 2014
Steinberg Advisors, Ltd. January 2011 - May 2011
Origin Realty Group June 2009 - December 2010
Skills
State Tax, Corporate Tax, Partnership Taxation, Tax Preparation, GoSystems, Tax Accounting, Sales & Use Tax..., Multi-State Sales Tax, Tax Research, CCH, RIA, CPA, US GAAP, GAAP, SEC Filings, Financial Reporting, Income Tax, Financial Accounting, Auditing, Tax, Accounting
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2011
Master's degree, Accounting
University of Arizona 2001 — 2005
Bachelor's degree, Major: Psychology Minor: Spanish
Shattuck St. Mary's
Andersen Tax May 2015 - Present
McGladrey June 2014 - October 2014
Crowe Horwath LLP August 2011 - May 2014
Steinberg Advisors, Ltd. January 2011 - May 2011
Origin Realty Group June 2009 - December 2010
Skills
State Tax, Corporate Tax, Partnership Taxation, Tax Preparation, GoSystems, Tax Accounting, Sales & Use Tax..., Multi-State Sales Tax, Tax Research, CCH, RIA, CPA, US GAAP, GAAP, SEC Filings, Financial Reporting, Income Tax, Financial Accounting, Auditing, Tax, Accounting
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2011
Master's degree, Accounting
University of Arizona 2001 — 2005
Bachelor's degree, Major: Psychology Minor: Spanish
Shattuck St. Mary's
Alex Abbott Alex Abbott's Andersen Tax Experience July 2014 - June 2015
Job Talent Consulting Analyst at Mercer
Industry Management Consulting
Experience
Mercer July 2015 - Present
Andersen Tax July 2014 - June 2015
Woodside Capital Partners February 2014 - June 2014
Princeton in Asia June 2012 - June 2013
SmartReceipt November 2011 - May 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Team Leadership, Capital IQ, Adobe Acrobat, Salesforce.com, Entrepreneurship, Sales, Professional Writing, Venture Capital, Valuation, Corporate Finance, Economics, Financial Analysis, Mergers & Acquisitions, Accounting, Microsoft Word
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business/Managerial Economics, High Honors with Distinction
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Bachelor of Arts, Business/Managerial Economics
La Jolla High School 2004 — 2008
Mercer July 2015 - Present
Andersen Tax July 2014 - June 2015
Woodside Capital Partners February 2014 - June 2014
Princeton in Asia June 2012 - June 2013
SmartReceipt November 2011 - May 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Team Leadership, Capital IQ, Adobe Acrobat, Salesforce.com, Entrepreneurship, Sales, Professional Writing, Venture Capital, Valuation, Corporate Finance, Economics, Financial Analysis, Mergers & Acquisitions, Accounting, Microsoft Word
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Business/Managerial Economics, High Honors with Distinction
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Bachelor of Arts, Business/Managerial Economics
La Jolla High School 2004 — 2008
Cameron Mansson-Perrone Cameron Mansson-Perrone's Andersen Tax Experience October 2013 - April 2015
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Andersen Tax October 2013 - April 2015
Andersen Tax January 2012 - September 2013
Host Analytics, Inc. August 2011 - November 2011
Hewlett-Packard 2011 - 2011
GE July 2010 - September 2010
Stanford Sierra Camp June 2009 - August 2009
Skills
Microsoft Excel, Matlab, Financial Modeling, Visual Basic, Microsoft Office, R, Java, Motion Genesis, Analysis, Financial Analysis, PowerPoint, Accounting, Financial Reporting, Management, Corporate Tax, Income Tax, Due Diligence, Tax, Financial Accounting, Finance, Valuation, Research, Tax Accounting
Education
Stanford University 2007 — 2011
Bachelor of Science, Mechanical Engineering
Stanford Univesity in Florence 2010 — 2010
N/A, Renaissance Art and History of Florence
Morgan Stanley May 2015 - Present
Andersen Tax October 2013 - April 2015
Andersen Tax January 2012 - September 2013
Host Analytics, Inc. August 2011 - November 2011
Hewlett-Packard 2011 - 2011
GE July 2010 - September 2010
Stanford Sierra Camp June 2009 - August 2009
Skills
Microsoft Excel, Matlab, Financial Modeling, Visual Basic, Microsoft Office, R, Java, Motion Genesis, Analysis, Financial Analysis, PowerPoint, Accounting, Financial Reporting, Management, Corporate Tax, Income Tax, Due Diligence, Tax, Financial Accounting, Finance, Valuation, Research, Tax Accounting
Education
Stanford University 2007 — 2011
Bachelor of Science, Mechanical Engineering
Stanford Univesity in Florence 2010 — 2010
N/A, Renaissance Art and History of Florence
Jonathan Chin Jonathan Chin's Andersen Tax Experience September 2007 - June 2008
Job CoFounder, VP of Product & Strategy at ARM Insight, Inc.
Industry Marketing and Advertising
Experience
ARM iNSIGHT, Inc. August 2009 - Present
iFanloyalty / CardPower February 2010 - January 2013
LP Capital Holdings, Inc. July 2008 - August 2009
Andersen Tax September 2007 - June 2008
Cheng and Cheng Limited August 2006 - September 2006
Frank, Rimerman + Co. LLP June 2006 - August 2006
Skills
Product Development, Strategy, Product Management, Business Strategy, Business Development, Corporate Tax, Strategic Partnerships, Start-ups, E-commerce, Project Management, Auditing, Mobile Payments, Analytics, SaaS
Education
University of California, Santa Barbara
BA, Business Economics
ARM iNSIGHT, Inc. August 2009 - Present
iFanloyalty / CardPower February 2010 - January 2013
LP Capital Holdings, Inc. July 2008 - August 2009
Andersen Tax September 2007 - June 2008
Cheng and Cheng Limited August 2006 - September 2006
Frank, Rimerman + Co. LLP June 2006 - August 2006
Skills
Product Development, Strategy, Product Management, Business Strategy, Business Development, Corporate Tax, Strategic Partnerships, Start-ups, E-commerce, Project Management, Auditing, Mobile Payments, Analytics, SaaS
Education
University of California, Santa Barbara
BA, Business Economics
Nancy Fukumitsu Nancy Fukumitsu's Andersen Tax Experience 2011 - Present
Job Tax Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2011 - Present
Andersen Tax 2003 - 2011
Deloitte May 2002 - August 2003
Arthur Andersen 1999 - 2002
Skills
Tax, Human Resources, Investments, Employee Relations, Accounting, Tax Accounting, International Tax, Income Tax, Corporate Tax, Tax Research, Mergers & Acquisitions, Financial Reporting, Due Diligence, Tax Advisory, Tax Preparation
Education
University of California, Davis - School of Law 1996 — 1999
JD, Law
University of Washington 1994 — 1995
BA-Accounting, Accounting
Andersen Tax 2011 - Present
Andersen Tax 2003 - 2011
Deloitte May 2002 - August 2003
Arthur Andersen 1999 - 2002
Skills
Tax, Human Resources, Investments, Employee Relations, Accounting, Tax Accounting, International Tax, Income Tax, Corporate Tax, Tax Research, Mergers & Acquisitions, Financial Reporting, Due Diligence, Tax Advisory, Tax Preparation
Education
University of California, Davis - School of Law 1996 — 1999
JD, Law
University of Washington 1994 — 1995
BA-Accounting, Accounting
Mildridge Dyer Mildridge Dyer's Andersen Tax Experience March 2013 - Present
Job Associate II at WTAS
Industry Accounting
Experience
Andersen Tax March 2013 - Present
EY 1997 - 2013
Skills
Financial Analysis, Corporate Tax, Financial Reporting, Tax Accounting, Tax, Financial Accounting, Income Tax, CPA, Auditing, Tax Research
Education
Prairie View A&M University
Andersen Tax March 2013 - Present
EY 1997 - 2013
Skills
Financial Analysis, Corporate Tax, Financial Reporting, Tax Accounting, Tax, Financial Accounting, Income Tax, CPA, Auditing, Tax Research
Education
Prairie View A&M University
Jaclyn Martin Jaclyn Martin's Andersen Tax Experience July 2009 - January 2010
Job Sr. Account Executive at Salesforce.com
Industry Computer Software
Experience
Salesforce May 2011 - Present
Salesforce.com February 2010 - April 2011
Spark October 2005 - December 2010
Andersen Tax July 2009 - January 2010
Andersen Tax July 2007 - July 2009
YouthNOISE September 2008 - June 2009
Andersen Tax July 2005 - July 2007
Santa Clara University January 2003 - June 2005
Tassajara Travel Inc. June 2002 - September 2004
Skills
Salesforce.com, Financial Modeling, Financial Analysis, Finance, SaaS, Strategy, Management, Strategic Planning, Enterprise Software, Sales, Strategic Partnerships, Leadership, CRM, Customer Oriented, Forecasting
Education
Santa Clara University 2001 — 2005
Bachelor of Science in Commerce
Salesforce May 2011 - Present
Salesforce.com February 2010 - April 2011
Spark October 2005 - December 2010
Andersen Tax July 2009 - January 2010
Andersen Tax July 2007 - July 2009
YouthNOISE September 2008 - June 2009
Andersen Tax July 2005 - July 2007
Santa Clara University January 2003 - June 2005
Tassajara Travel Inc. June 2002 - September 2004
Skills
Salesforce.com, Financial Modeling, Financial Analysis, Finance, SaaS, Strategy, Management, Strategic Planning, Enterprise Software, Sales, Strategic Partnerships, Leadership, CRM, Customer Oriented, Forecasting
Education
Santa Clara University 2001 — 2005
Bachelor of Science in Commerce
Gabriel Lau Gabriel Lau's Andersen Tax Experience June 2013 - August 2013
Job
Industry Internet
Experience
Taulia Inc. October 2013 - Present
BarMax LLC October 2012 - Present
Andersen Tax June 2013 - August 2013
Duane Morris LLP June 2012 - August 2012
Orange Door, Inc. June 2004 - August 2011
Sangamo BioSciences 2001 - 2004
UC Berkeley - Dr. Andrew O. Jackson Laboratory December 1998 - December 1999
Andrew O. Jackson Laboratory December 1998 - December 1999
Skills
Start-ups, Entrepreneurship, SaaS, Software Development, Tax, Strategic Planning, Marketing Strategy, Biotechnology, Molecular Biology, Food, Business Strategy, Strategy, Social Media, Due Diligence, Business Development, Strategic Partnerships, Intellectual Property, Cloud Computing, Market Research, Management, Legal Writing, Research, Legal Research, Microsoft Office
Education
University of San Francisco School of Law 2011 — 2014
JD 2014, Business and Intellectual Property Law
University of California, Berkeley 1997 — 2002
Molecular and Cell Biology, Business Administration, Immunology, Entrepreneurship
Lowell High School 1993 — 1997
Taulia Inc. October 2013 - Present
BarMax LLC October 2012 - Present
Andersen Tax June 2013 - August 2013
Duane Morris LLP June 2012 - August 2012
Orange Door, Inc. June 2004 - August 2011
Sangamo BioSciences 2001 - 2004
UC Berkeley - Dr. Andrew O. Jackson Laboratory December 1998 - December 1999
Andrew O. Jackson Laboratory December 1998 - December 1999
Skills
Start-ups, Entrepreneurship, SaaS, Software Development, Tax, Strategic Planning, Marketing Strategy, Biotechnology, Molecular Biology, Food, Business Strategy, Strategy, Social Media, Due Diligence, Business Development, Strategic Partnerships, Intellectual Property, Cloud Computing, Market Research, Management, Legal Writing, Research, Legal Research, Microsoft Office
Education
University of San Francisco School of Law 2011 — 2014
JD 2014, Business and Intellectual Property Law
University of California, Berkeley 1997 — 2002
Molecular and Cell Biology, Business Administration, Immunology, Entrepreneurship
Lowell High School 1993 — 1997
Kurt Heinrichson Kurt Heinrichson's Andersen Tax Experience January 2013 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2013 - Present
Deloitte June 1982 - February 2012
Skills
Tax, Mergers & Acquisitions, Due Diligence, Tax Advisory, State Tax, FIN 48, Strategy, Restructuring, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Tax Law
Education
San Francisco State University 1980 — 1982
Master of Business Administration (MBA), Finance, General
San Jose State University 1975 — 1980
Bachelor's degree, Business/Accounting
Andersen Tax January 2013 - Present
Deloitte June 1982 - February 2012
Skills
Tax, Mergers & Acquisitions, Due Diligence, Tax Advisory, State Tax, FIN 48, Strategy, Restructuring, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Tax Law
Education
San Francisco State University 1980 — 1982
Master of Business Administration (MBA), Finance, General
San Jose State University 1975 — 1980
Bachelor's degree, Business/Accounting
Perry Chen Perry Chen's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2014 - Present
Andersen Tax July 2013 - September 2013
Gumbiner Savett January 2013 - April 2013
UBS October 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Tax
Education
University of California, Los Angeles 2010 — 2014
Bachelors of Arts, Business Economics
Andersen Tax July 2014 - Present
Andersen Tax July 2013 - September 2013
Gumbiner Savett January 2013 - April 2013
UBS October 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Tax
Education
University of California, Los Angeles 2010 — 2014
Bachelors of Arts, Business Economics
Jessica Kim Jessica Kim's Andersen Tax Experience May 2014 - July 2015
Job HR Generalist at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital August 2015 - Present
Andersen Tax May 2014 - July 2015
Rothstein Kass May 2013 - May 2014
Blackstone Technology Group March 2012 - May 2013
Innovations PSI June 2010 - March 2012
UC Davis Internship & Career Center September 2009 - June 2010
Skills
Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Vendor Management, Onboarding, Employee Relations
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Communication
Rockwood Capital August 2015 - Present
Andersen Tax May 2014 - July 2015
Rothstein Kass May 2013 - May 2014
Blackstone Technology Group March 2012 - May 2013
Innovations PSI June 2010 - March 2012
UC Davis Internship & Career Center September 2009 - June 2010
Skills
Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Vendor Management, Onboarding, Employee Relations
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Communication
Jessica Cruz Jessica Cruz's Andersen Tax Experience July 2013 - Present
Job Director at Andersen Tax
Industry Investment Management
Experience
Andersen Tax July 2013 - Present
Highbridge Capital Management April 2010 - June 2013
KKR June 2001 - April 2010
Deloitte January 1998 - June 2001
Skills
Family Office, Accounting, Income Tax, Financial Reporting, Private Equity, GAAP
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
Bachelor's degree, Accounting
Andersen Tax July 2013 - Present
Highbridge Capital Management April 2010 - June 2013
KKR June 2001 - April 2010
Deloitte January 1998 - June 2001
Skills
Family Office, Accounting, Income Tax, Financial Reporting, Private Equity, GAAP
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
Bachelor's degree, Accounting
Nicholas West Nicholas West's Andersen Tax Experience August 2014 - Present
Job Tax Services Associate at Andersen Tax
Industry Legal Services
Experience
Andersen Tax August 2014 - Present
USF School of Law August 2011 - August 2014
WTAS June 2013 - April 2014
Unitalen June 2012 - July 2012
Skills
Legal Research, Tax Advisory, Tax Law, Research, Legal Writing, Westlaw, Public Speaking, Teamwork, Editing, Spanish, PowerPoint, Microsoft Office, Microsoft Excel, Legal Assistance, English, Microsoft Word, Social Media
Education
University of San Francisco School of Law 2011 — 2014
Doctor of Law (JD), Taxation
University of California, Santa Barbara 2007 — 2011
Bachelor's degree, History
Andersen Tax August 2014 - Present
USF School of Law August 2011 - August 2014
WTAS June 2013 - April 2014
Unitalen June 2012 - July 2012
Skills
Legal Research, Tax Advisory, Tax Law, Research, Legal Writing, Westlaw, Public Speaking, Teamwork, Editing, Spanish, PowerPoint, Microsoft Office, Microsoft Excel, Legal Assistance, English, Microsoft Word, Social Media
Education
University of San Francisco School of Law 2011 — 2014
Doctor of Law (JD), Taxation
University of California, Santa Barbara 2007 — 2011
Bachelor's degree, History
Katherine McCue's Andersen Tax Experience July 2014 - Present
Job Senior Tax Associate at WTAS
Industry Accounting
Experience
Andersen Tax July 2014 - Present
WTAS July 2012 - June 2014
Avesta Housing May 2011 - August 2011
United Way of America May 2010 - August 2010
Skills
Accounting, Tax Research, Partnership Taxation, Tax, QuickBooks, Financial Accounting, Auditing, Financial Analysis, Accounts Receivable, Tax Preparation, Income Tax, Microsoft Excel, Tax Accounting, Corporate Tax, Tax Returns, Financial Modeling, Strategic Financial..., CPA, Microsoft Word, Corporate Finance
Education
Stonehill College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Andersen Tax July 2014 - Present
WTAS July 2012 - June 2014
Avesta Housing May 2011 - August 2011
United Way of America May 2010 - August 2010
Skills
Accounting, Tax Research, Partnership Taxation, Tax, QuickBooks, Financial Accounting, Auditing, Financial Analysis, Accounts Receivable, Tax Preparation, Income Tax, Microsoft Excel, Tax Accounting, Corporate Tax, Tax Returns, Financial Modeling, Strategic Financial..., CPA, Microsoft Word, Corporate Finance
Education
Stonehill College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Nga Bui, CPA's Andersen Tax Experience August 2013 - Present
Job Senior Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2013 - Present
E. M. Bossin & Company, P.C. June 2011 - July 2013
moving to Houston, TX January 2011 - May 2011
Neil G. Ferrari, CPA June 2006 - January 2011
David B. Danel, CPA November 2004 - April 2006
Skills
Tax Preparation, Corporate Tax, Accounting
Education
Southeastern Louisiana University 2000 — 2013
Master of Business Administration (M.B.A.), Accounting
National University, Hanoi, Vietnam 1994 — 1998
Bachelor's Degree, Chinese Culture and Language
Andersen Tax August 2013 - Present
E. M. Bossin & Company, P.C. June 2011 - July 2013
moving to Houston, TX January 2011 - May 2011
Neil G. Ferrari, CPA June 2006 - January 2011
David B. Danel, CPA November 2004 - April 2006
Skills
Tax Preparation, Corporate Tax, Accounting
Education
Southeastern Louisiana University 2000 — 2013
Master of Business Administration (M.B.A.), Accounting
National University, Hanoi, Vietnam 1994 — 1998
Bachelor's Degree, Chinese Culture and Language
Joseph Carrotta Joseph Carrotta's Andersen Tax Experience August 2014 - Present
Job Corporate Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2014 - Present
Berdon LLP January 2014 - July 2014
The Law Offices of Frederick J. Giachetti September 2011 - September 2013
Sprint July 2009 - September 2010
Sullivan & Cromwell LLP May 2006 - October 2008
Skills
Real Estate Transactions, Tax Preparation, Tax Accounting, Tax Returns, Corporate Tax, Partnership Taxation, Teamwork, Microsoft Excel, Client Services, Tax, Private Foundations, Microsoft Word, Residential Mortgages, Client Service Oriented, Microsoft Office, Legal Documents, Title Searches, GoSystems, Accounting, Income Tax, Financial Accounting
Education
State University of New York College at Old Westbury 2011 — 2014
Master's Degree, Accounting
St. John's University
Bachelor's degree, Sports Management
Glen Cove High School
Andersen Tax August 2014 - Present
Berdon LLP January 2014 - July 2014
The Law Offices of Frederick J. Giachetti September 2011 - September 2013
Sprint July 2009 - September 2010
Sullivan & Cromwell LLP May 2006 - October 2008
Skills
Real Estate Transactions, Tax Preparation, Tax Accounting, Tax Returns, Corporate Tax, Partnership Taxation, Teamwork, Microsoft Excel, Client Services, Tax, Private Foundations, Microsoft Word, Residential Mortgages, Client Service Oriented, Microsoft Office, Legal Documents, Title Searches, GoSystems, Accounting, Income Tax, Financial Accounting
Education
State University of New York College at Old Westbury 2011 — 2014
Master's Degree, Accounting
St. John's University
Bachelor's degree, Sports Management
Glen Cove High School
Benjamin Lewin, CPA's Andersen Tax Experience January 2015 - Present
Job Tax Manager
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Raich Ende Malter & Co., LLP November 2011 - December 2014
Marks Paneth & Shron LLP August 2008 - October 2011
Skills
Tax Preparation, Corporate Tax, Tax, Income Tax, QuickBooks, Tax Accounting, Partnership Taxation, Tax Research, ProSystem fx Tax, Sales Tax, Tax Returns, Outlook, Microsoft Word, Microsoft Excel, CPA, Accounting, CCH ProSystem fx, Preparation, Microsoft Office, PowerPoint, Tax Advisory, Journal Entries, Leadership, Consolidation, Time Management, S Corporations, Management, Public Speaking, High Net Worth..., Team Leadership, Research, Bookkeeping
Education
State University of New York at Buffalo - School of Management 2003 — 2008
BA, Accounting
Andersen Tax January 2015 - Present
Raich Ende Malter & Co., LLP November 2011 - December 2014
Marks Paneth & Shron LLP August 2008 - October 2011
Skills
Tax Preparation, Corporate Tax, Tax, Income Tax, QuickBooks, Tax Accounting, Partnership Taxation, Tax Research, ProSystem fx Tax, Sales Tax, Tax Returns, Outlook, Microsoft Word, Microsoft Excel, CPA, Accounting, CCH ProSystem fx, Preparation, Microsoft Office, PowerPoint, Tax Advisory, Journal Entries, Leadership, Consolidation, Time Management, S Corporations, Management, Public Speaking, High Net Worth..., Team Leadership, Research, Bookkeeping
Education
State University of New York at Buffalo - School of Management 2003 — 2008
BA, Accounting
Maureen Mahoney Kavic's Andersen Tax Experience September 2006 - Present
Job Manager at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax September 2006 - Present
Education
Quinnipiac University 1998 — 2002
Andersen Tax September 2006 - Present
Education
Quinnipiac University 1998 — 2002
Ryan Yamamoto Ryan Yamamoto's Andersen Tax Experience June 2012 - Present
Job Senior Associate, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax June 2012 - Present
Genysys Capital, LLC June 2011 - August 2011
Arroyo Realty and Development, LLC June 2011 - August 2011
Skills
Valuation, Financial Analysis, Financial Modeling, Business Valuation, Bloomberg, Financial Reporting, Investments, Capital IQ, Accounting, DCF, Microsoft Excel, Quality Control, Economics, Private Equity, Due Diligence
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
Andersen Tax June 2012 - Present
Genysys Capital, LLC June 2011 - August 2011
Arroyo Realty and Development, LLC June 2011 - August 2011
Skills
Valuation, Financial Analysis, Financial Modeling, Business Valuation, Bloomberg, Financial Reporting, Investments, Capital IQ, Accounting, DCF, Microsoft Excel, Quality Control, Economics, Private Equity, Due Diligence
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
Grace Loi Grace Loi's Andersen Tax Experience December 2013 - Present
Job Senior HR Associate/Operations at Andersen Tax
Industry Accounting
Experience
Andersen Tax December 2013 - Present
WTAS April 2013 - December 2013
Roger CPA Review October 2012 - April 2013
Roger CPA Review February 2011 - October 2012
Roger CPA Review October 2008 - January 2011
UCLA June 2006 - September 2007
Union Bank 2005 - 2006
Union Bank 2005 - 2006
Skills
Public Speaking, Event Planning, Project Coordination, Teamwork, Sales, College Recruiting, Team Leadership, Internal Controls, Tax, PowerPoint, Leadership, Accounting, Management, Financial Accounting, Marketing, Analysis, Accounts Payable, Outlook, Data Analysis, Access, Microsoft Word, QuickBooks, Microsoft Office, Budgets, Social Media, Data Entry, Microsoft Excel, Marketing Strategy, Customer Service, Project Management, Online Marketing, Social Networking, Financial Statements, Time Management, Finance, Human Resources, Bookkeeping, Financial Analysis, Recruiting
Education
University of California, Los Angeles
Bachelor's of Arts, International Developmental Studies
San Diego State University
Post Bachelor's, Accounting
Andersen Tax December 2013 - Present
WTAS April 2013 - December 2013
Roger CPA Review October 2012 - April 2013
Roger CPA Review February 2011 - October 2012
Roger CPA Review October 2008 - January 2011
UCLA June 2006 - September 2007
Union Bank 2005 - 2006
Union Bank 2005 - 2006
Skills
Public Speaking, Event Planning, Project Coordination, Teamwork, Sales, College Recruiting, Team Leadership, Internal Controls, Tax, PowerPoint, Leadership, Accounting, Management, Financial Accounting, Marketing, Analysis, Accounts Payable, Outlook, Data Analysis, Access, Microsoft Word, QuickBooks, Microsoft Office, Budgets, Social Media, Data Entry, Microsoft Excel, Marketing Strategy, Customer Service, Project Management, Online Marketing, Social Networking, Financial Statements, Time Management, Finance, Human Resources, Bookkeeping, Financial Analysis, Recruiting
Education
University of California, Los Angeles
Bachelor's of Arts, International Developmental Studies
San Diego State University
Post Bachelor's, Accounting
Angela Germagian Angela Germagian's Andersen Tax Experience June 2014 - June 2015
Job Associate Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance July 2015 - Present
Andersen Tax June 2014 - June 2015
Live Nation May 2010 - September 2014
Rockland Trust Company May 2012 - 2013
Blue Cross & Blue Shield of Rhode Island May 2012 - September 2012
Skills
Accounting, Excel, Word, PowerPoint, Banking, Microsoft Excel
Education
Stonehill College 2010 — 2014
Bachelor of Science, Accounting
Liberty Mutual Insurance July 2015 - Present
Andersen Tax June 2014 - June 2015
Live Nation May 2010 - September 2014
Rockland Trust Company May 2012 - 2013
Blue Cross & Blue Shield of Rhode Island May 2012 - September 2012
Skills
Accounting, Excel, Word, PowerPoint, Banking, Microsoft Excel
Education
Stonehill College 2010 — 2014
Bachelor of Science, Accounting
Nicole Sturman Nicole Sturman's Andersen Tax Experience June 2015 - August 2015
Job Juris Doctor Candidate, University of California, Hastings College of the Law
Industry Law Practice
Experience
Andersen Tax June 2015 - August 2015
UC Hastings College of the Law May 2014 - April 2015
Silicon Valley Talent Partnership May 2014 - August 2014
Internet Marketing Inc. June 2011 - September 2011
Skills
Microsoft Office, Excel, Word, Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Social Media, Social Networking, PowerPoint, Facebook, Marketing, Market Research
Education
University of California, Hastings College of the Law 2013 — 2016
Doctor of Law (J.D.)
Università Commerciale 'Luigi Bocconi' 2015 — 2015
Study Abroad Program, Law
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Florence University of the Arts 2010 — 2010
Study Abroad Program
Andersen Tax June 2015 - August 2015
UC Hastings College of the Law May 2014 - April 2015
Silicon Valley Talent Partnership May 2014 - August 2014
Internet Marketing Inc. June 2011 - September 2011
Skills
Microsoft Office, Excel, Word, Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Social Media, Social Networking, PowerPoint, Facebook, Marketing, Market Research
Education
University of California, Hastings College of the Law 2013 — 2016
Doctor of Law (J.D.)
Università Commerciale 'Luigi Bocconi' 2015 — 2015
Study Abroad Program, Law
University of San Diego 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Florence University of the Arts 2010 — 2010
Study Abroad Program
Analisa Schaaf Analisa Schaaf's Andersen Tax Experience January 2015 - Present
Job Senior Associate, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax January 2015 - Present
Andersen Tax January 2013 - January 2015
WTAS January 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Modeling, Financial Accounting, Financial Reporting, PowerPoint, Business Valuation, DCF, Auditing
Education
University of California, Santa Barbara 2008 — 2011
Bachelor of Arts, Economics
Pasadena City College 2010 — 2010
Art History and History
Andersen Tax January 2015 - Present
Andersen Tax January 2013 - January 2015
WTAS January 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Modeling, Financial Accounting, Financial Reporting, PowerPoint, Business Valuation, DCF, Auditing
Education
University of California, Santa Barbara 2008 — 2011
Bachelor of Arts, Economics
Pasadena City College 2010 — 2010
Art History and History
Eileen Segreve Eileen Segreve's Andersen Tax Experience January 2015 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
LifeSkills at Stonehill College October 2012 - May 2014
Andersen Tax (Formerly WTAS) June 2013 - August 2013
AdLife: Advertising and Graphics Inc June 2012 - October 2012
Import Products Company Global Solutions July 2011 - August 2011
SoccerPlus Camps August 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Bloomberg, Microsoft Office, Public Speaking, Social Media, Time Management, Teamwork, Accounting, Facebook
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Accounting
Stonehill College 2010 — 2014
Bachelor of Science, Business Administration; Accounting
Andersen Tax January 2015 - Present
LifeSkills at Stonehill College October 2012 - May 2014
Andersen Tax (Formerly WTAS) June 2013 - August 2013
AdLife: Advertising and Graphics Inc June 2012 - October 2012
Import Products Company Global Solutions July 2011 - August 2011
SoccerPlus Camps August 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Bloomberg, Microsoft Office, Public Speaking, Social Media, Time Management, Teamwork, Accounting, Facebook
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Accounting
Stonehill College 2010 — 2014
Bachelor of Science, Business Administration; Accounting
Thomas Plunkett, CPA Thomas Plunkett, CPA's Andersen Tax Experience May 2014 - Present
Job Commercial Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
True Partners Consulting May 2011 - May 2014
Marcum LLP January 2007 - May 2011
Skills
GoSystem Tax RS, Corporate Tax, Partnership Taxation, Income Tax, Tax Research, Tax Accounting, Tax Preparation, CPA, Financial Reporting, Tax Returns
Education
St. Joseph's College 2003 — 2006
Bachelor's degree, Accounting
Andersen Tax May 2014 - Present
True Partners Consulting May 2011 - May 2014
Marcum LLP January 2007 - May 2011
Skills
GoSystem Tax RS, Corporate Tax, Partnership Taxation, Income Tax, Tax Research, Tax Accounting, Tax Preparation, CPA, Financial Reporting, Tax Returns
Education
St. Joseph's College 2003 — 2006
Bachelor's degree, Accounting
Samantha Silver Samantha Silver's Andersen Tax Experience September 2011 - September 2014
Job Associate Competitive Intelligence Maven at TrackMaven
Industry Marketing and Advertising
Experience
TrackMaven July 2015 - Present
Andersen Tax September 2011 - September 2014
UCLA Daily Bruin Newspaper February 2010 - June 2010
Skills
Marketing, Digital Marketing, New Business Development, Event Planning, Advertising, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Market Research, Email Marketing, Online Advertising, Facebook, Public Relations, Marketing Strategy, PowerPoint, Microsoft Office
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (BA), Mass Communication Studies, Minor in Global Studies
TrackMaven July 2015 - Present
Andersen Tax September 2011 - September 2014
UCLA Daily Bruin Newspaper February 2010 - June 2010
Skills
Marketing, Digital Marketing, New Business Development, Event Planning, Advertising, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Market Research, Email Marketing, Online Advertising, Facebook, Public Relations, Marketing Strategy, PowerPoint, Microsoft Office
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (BA), Mass Communication Studies, Minor in Global Studies
Jacqueline Goggins's Andersen Tax Experience December 2012 - January 2015
Job Financial Analyst at Ayco Co.
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Andersen Tax December 2012 - January 2015
Deloitte January 2011 - November 2012
Tory Burch October 2011 - January 2012
University of Dayton Bookstore January 2007 - August 2011
Environmental Products Corporation May 2008 - August 2010
The Kroger Co January 2009 - April 2009
Neoperl, Inc January 2008 - August 2008
Skills
Partnership Taxation, High Net Worth..., Income Tax, Accounts Receivable, Tax, Accounts Payable, Finance, Internal Audit, Tax Returns, Strategic Financial..., Accounting, Corporate Tax, GAAP, Tax Accounting
Education
University of Dayton 2010 — 2011
Masters, Accounting
University of Dayton 2006 — 2010
Bachelors, Accounting
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Andersen Tax December 2012 - January 2015
Deloitte January 2011 - November 2012
Tory Burch October 2011 - January 2012
University of Dayton Bookstore January 2007 - August 2011
Environmental Products Corporation May 2008 - August 2010
The Kroger Co January 2009 - April 2009
Neoperl, Inc January 2008 - August 2008
Skills
Partnership Taxation, High Net Worth..., Income Tax, Accounts Receivable, Tax, Accounts Payable, Finance, Internal Audit, Tax Returns, Strategic Financial..., Accounting, Corporate Tax, GAAP, Tax Accounting
Education
University of Dayton 2010 — 2011
Masters, Accounting
University of Dayton 2006 — 2010
Bachelors, Accounting
Rob Catalino Rob Catalino's Andersen Tax Experience June 2014 - August 2015
Job Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2014 - August 2015
University Rhode Island September 2011 - May 2015
University of Rhode Island Basketball October 2011 - April 2015
Somers Middle School June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Data Analysis, Research, Teamwork, Customer Service, Time Management, Financial Accounting, Financial Analysis, Outlook, Analysis
Education
Sacred Heart University 2015 — 2016
Master’s Degree, Accounting
University of Rhode Island - College of Business Administration 2011 — 2015
Bachelor’s Degree, Accounting
Lorenzo de Medici 2013 — 2013
Business/Commerce, General, Junior
Mahopac High School 2007 — 2011
Andersen Tax June 2014 - August 2015
University Rhode Island September 2011 - May 2015
University of Rhode Island Basketball October 2011 - April 2015
Somers Middle School June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Data Analysis, Research, Teamwork, Customer Service, Time Management, Financial Accounting, Financial Analysis, Outlook, Analysis
Education
Sacred Heart University 2015 — 2016
Master’s Degree, Accounting
University of Rhode Island - College of Business Administration 2011 — 2015
Bachelor’s Degree, Accounting
Lorenzo de Medici 2013 — 2013
Business/Commerce, General, Junior
Mahopac High School 2007 — 2011
Danielle Grunfeld's Andersen Tax Experience January 2015 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Andersen Tax July 2013 - December 2014
Andersen Tax July 2012 - September 2012
cityofsleep.com June 2011 - February 2012
Aphrodite Promotions July 2011 - November 2011
Talmud Torah Aleph Champ September 2010 - June 2011
Skills
Microsoft Office, Excel, Word, Superforms, Microsoft Excel, Typing, CCH ProSystem fx, QuickBooks, Tax, Tax Preparation, Data Entry, Research, Accounting, Financial Accounting, Microsoft Word, Financial Reporting
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics-Mathematics, 3.6
University of Sydney 2011 — 2011
Economics
Shalhevet
Andersen Tax January 2015 - Present
Andersen Tax July 2013 - December 2014
Andersen Tax July 2012 - September 2012
cityofsleep.com June 2011 - February 2012
Aphrodite Promotions July 2011 - November 2011
Talmud Torah Aleph Champ September 2010 - June 2011
Skills
Microsoft Office, Excel, Word, Superforms, Microsoft Excel, Typing, CCH ProSystem fx, QuickBooks, Tax, Tax Preparation, Data Entry, Research, Accounting, Financial Accounting, Microsoft Word, Financial Reporting
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics-Mathematics, 3.6
University of Sydney 2011 — 2011
Economics
Shalhevet
Paula Tan Paula Tan's Andersen Tax Experience June 2014 - August 2014
Job J.D., University of California, Hastings College of the Law
Industry Law Practice
Experience
San Francisco Superior Court August 2014 - November 2014
Andersen Tax June 2014 - August 2014
UC Hastings College of the Law January 2014 - April 2014
UC Hastings College of the Law August 2013 - November 2013
Los Angeles Superior Court June 2013 - August 2013
Asian Americans Advancing Justice│Los Angeles 2011 - 2012
Asian Americans Advancing Justice│Los Angeles 2010 - 2011
Education
University of California, Hastings College of the Law 2012 — 2015
Juris Doctor
University of California, Los Angeles 2007 — 2011
Bachelor of Arts
San Francisco Superior Court August 2014 - November 2014
Andersen Tax June 2014 - August 2014
UC Hastings College of the Law January 2014 - April 2014
UC Hastings College of the Law August 2013 - November 2013
Los Angeles Superior Court June 2013 - August 2013
Asian Americans Advancing Justice│Los Angeles 2011 - 2012
Asian Americans Advancing Justice│Los Angeles 2010 - 2011
Education
University of California, Hastings College of the Law 2012 — 2015
Juris Doctor
University of California, Los Angeles 2007 — 2011
Bachelor of Arts
Greg Alwood Greg Alwood's Andersen Tax Experience October 2012 - Present
Job Managing Director, Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2012 - Present
KPMG US April 2009 - September 2012
KPMG US January 2006 - December 2008
KPMG US 1986 - December 2008
KPMG US January 2000 - December 2006
KPMG US 1984 - 1986
Skills
International Tax, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Advisory, Risk Management, US GAAP, Big 4, Tax Law, Internal Controls, Transfer Pricing, Due Diligence
Education
University of Washington School of Law 1971 — 1974
Juris Doctor, Law
Seattle University 1968 — 1970
Bachelor of Science (B.S.), Accounting
Andersen Tax October 2012 - Present
KPMG US April 2009 - September 2012
KPMG US January 2006 - December 2008
KPMG US 1986 - December 2008
KPMG US January 2000 - December 2006
KPMG US 1984 - 1986
Skills
International Tax, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Advisory, Risk Management, US GAAP, Big 4, Tax Law, Internal Controls, Transfer Pricing, Due Diligence
Education
University of Washington School of Law 1971 — 1974
Juris Doctor, Law
Seattle University 1968 — 1970
Bachelor of Science (B.S.), Accounting
Justin MacMillan Justin MacMillan's Andersen Tax Experience February 2014 - October 2014
Job Valuation Analyst at Colliers International
Industry Financial Services
Experience
Colliers International May 2015 - Present
Andersen Tax February 2014 - October 2014
SB Finance Connection September 2011 - December 2013
Andersen Tax 2013 - September 2013
SB Investment Advisory Committee September 2011 - January 2013
Colliers-International June 2012 - October 2012
Block, Bowman, & Associates March 2012 - June 2012
MPG Office Trust June 2009 - August 2009
Skills
DCF Valuation, Microsoft Excel, PowerPoint, Precedent Transactions, Microsoft Word, Analysis, Portfolio Management, Valuation, DCF, Accounting, Financial Modeling, Investments, Microsoft Office, Financial Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts, Economics & Accounting
Loyola high 2005 — 2009
Loyola high
Colliers International May 2015 - Present
Andersen Tax February 2014 - October 2014
SB Finance Connection September 2011 - December 2013
Andersen Tax 2013 - September 2013
SB Investment Advisory Committee September 2011 - January 2013
Colliers-International June 2012 - October 2012
Block, Bowman, & Associates March 2012 - June 2012
MPG Office Trust June 2009 - August 2009
Skills
DCF Valuation, Microsoft Excel, PowerPoint, Precedent Transactions, Microsoft Word, Analysis, Portfolio Management, Valuation, DCF, Accounting, Financial Modeling, Investments, Microsoft Office, Financial Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts, Economics & Accounting
Loyola high 2005 — 2009
Loyola high
Christopher Spiegelman Christopher Spiegelman's Andersen Tax Experience November 2010 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2010 - Present
MFAP & TCC 2006 - 2013
JH Whitney Capital Partners 1999 - 2010
Price Waterhouse Coopers June 1993 - October 1999
Skills
Tax Accounting, Financial Planners, Accounting, Private Equity, Tax, Auditing, Management, Financial Services, Estate Planning, Corporate Tax, Income Tax, Tax Research, Tax Advisory, High Net Worth...
Education
State University of New York College at Buffalo 1986 — 2000
BS, Accounting
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Andersen Tax November 2010 - Present
MFAP & TCC 2006 - 2013
JH Whitney Capital Partners 1999 - 2010
Price Waterhouse Coopers June 1993 - October 1999
Skills
Tax Accounting, Financial Planners, Accounting, Private Equity, Tax, Auditing, Management, Financial Services, Estate Planning, Corporate Tax, Income Tax, Tax Research, Tax Advisory, High Net Worth...
Education
State University of New York College at Buffalo 1986 — 2000
BS, Accounting
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Accounting
Mark Vorsatz Mark Vorsatz's Andersen Tax Experience 2002 - Present
Job CEO at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2002 - Present
Arthur Andersen 1979 - 2002
Skills
Tax, Accounting, Corporate Tax, Finance, Income Tax, Tax Accounting, Due Diligence, Estate Planning, Start-ups, Strategic Financial..., Tax Preparation, Financial Reporting, High Net Worth..., Tax Advisory, Tax Law, Tax Returns, Financial Analysis, Financial Accounting, Private Equity, QuickBooks, Asset Management, International Tax, Mergers, CPA, Tax Research, Business Valuation, Mergers & Acquisitions, SEC filings, Partnership Taxation, Financial Modeling, Corporate Finance, GAAP, Business Strategy, US GAAP, Auditing, Financial Statements, Forensic Accounting, Valuation, Financial Planners, Restructuring, Estate Tax Planning, Sarbanes-Oxley Act, Trusts, Financial Planning
Education
UC Hastings College of the Law
University of Kent
Stanford University
AB, Soviet Foreign Policy
Andersen Tax 2002 - Present
Arthur Andersen 1979 - 2002
Skills
Tax, Accounting, Corporate Tax, Finance, Income Tax, Tax Accounting, Due Diligence, Estate Planning, Start-ups, Strategic Financial..., Tax Preparation, Financial Reporting, High Net Worth..., Tax Advisory, Tax Law, Tax Returns, Financial Analysis, Financial Accounting, Private Equity, QuickBooks, Asset Management, International Tax, Mergers, CPA, Tax Research, Business Valuation, Mergers & Acquisitions, SEC filings, Partnership Taxation, Financial Modeling, Corporate Finance, GAAP, Business Strategy, US GAAP, Auditing, Financial Statements, Forensic Accounting, Valuation, Financial Planners, Restructuring, Estate Tax Planning, Sarbanes-Oxley Act, Trusts, Financial Planning
Education
UC Hastings College of the Law
University of Kent
Stanford University
AB, Soviet Foreign Policy
Christy Peterson Christy Peterson's Andersen Tax Experience July 2008 - Present
Job Senior Manager in Valuation at Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2008 - Present
KPMG LLP 2006 - 2008
Price Waterhouse Coopers 2005 - 2006
Skills
Financial Statements, Mergers, Tax Law, Valuation, Internal Controls, Intangible Assets, Corporate Tax, Accounting, Analysis, Tax, Financial Reporting, Purchase Price..., Research, Mergers & Acquisitions, Appraisals, Auditing, Program Management, Litigation Support, High Net Worth..., Strategic Planning, Business Valuation, Financial Accounting
Education
James Logan High School
University of California, Santa Cruz
Master of Science, Finance/Applied Economics
Andersen Tax July 2008 - Present
KPMG LLP 2006 - 2008
Price Waterhouse Coopers 2005 - 2006
Skills
Financial Statements, Mergers, Tax Law, Valuation, Internal Controls, Intangible Assets, Corporate Tax, Accounting, Analysis, Tax, Financial Reporting, Purchase Price..., Research, Mergers & Acquisitions, Appraisals, Auditing, Program Management, Litigation Support, High Net Worth..., Strategic Planning, Business Valuation, Financial Accounting
Education
James Logan High School
University of California, Santa Cruz
Master of Science, Finance/Applied Economics
Stephanie Pervez Stephanie Pervez's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Arthur Andersen September 2001 - July 2002
Skills
Estate Tax Planning, Estate Planning, Tax, Finance, Investments, Alternative Investments, Trusts, Tax Research, High Net Worth..., Tax Accounting, Corporate Tax, International Tax, Income Tax, Tax Advisory, Tax Law, Partnership Taxation, Wealth, Tax Preparation, CPA
Education
Quinnipiac University School of Law 1998 — 2001
J.D., Law
University of North Carolina at Greensboro 1995 — 1997
B.A., Philosophy
University of Utah 1992 — 1994
Ballet Performance
North Carolina School of the Arts 1989 — 1992
High School
Andersen Tax July 2002 - Present
Arthur Andersen September 2001 - July 2002
Skills
Estate Tax Planning, Estate Planning, Tax, Finance, Investments, Alternative Investments, Trusts, Tax Research, High Net Worth..., Tax Accounting, Corporate Tax, International Tax, Income Tax, Tax Advisory, Tax Law, Partnership Taxation, Wealth, Tax Preparation, CPA
Education
Quinnipiac University School of Law 1998 — 2001
J.D., Law
University of North Carolina at Greensboro 1995 — 1997
B.A., Philosophy
University of Utah 1992 — 1994
Ballet Performance
North Carolina School of the Arts 1989 — 1992
High School
Amy P. Alost, CPA, MBA's Andersen Tax Experience August 2014 - Present
Job Director Alternative Investment Funds Practice
Industry Venture Capital & Private Equity
Experience
Andersen Tax August 2014 - Present
Capital Analytics LLC (Neuberger Berman Alternatives) May 2008 - August 2014
East Dallas Developmental Center 2005 - 2014
Hudson Advisors, LLC (LONE STAR FUNDS) May 2001 - May 2008
Hudson Advisors LLC (LONE STAR FUNDS) 2005 - 2007
Hudson Advisors LLC (LONE STAR FUNDS) 2001 - 2005
Arthur Andersen Business Consulting 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
Delta Pacific 1995 - 1998
Skills
Accounting, Private Equity, Internal Controls, Auditing, Fund Accounting, Investments, Banking, Alternative Investments, Process Improvement, Big 4, Tax, Internal Audit, CPA, GAAP, Due Diligence, Budgets, Strategic Financial..., Cross-functional Team..., Financial Modeling, FX, Global and Domestic..., FX Options, CRM, Financial Statements, Analysis, Financial Policies,..., Client Relationship..., Cash Management, Account Reconciliation, Financial & Management..., Financial Software..., Department Outsourcing, Financial Planning, Forecasts/Budgets, Staff Optimization
Education
Tulane University - A.B. Freeman School of Business
MBA
Northwestern State University - Louisiana Scholars' College
BBA
Andersen Tax August 2014 - Present
Capital Analytics LLC (Neuberger Berman Alternatives) May 2008 - August 2014
East Dallas Developmental Center 2005 - 2014
Hudson Advisors, LLC (LONE STAR FUNDS) May 2001 - May 2008
Hudson Advisors LLC (LONE STAR FUNDS) 2005 - 2007
Hudson Advisors LLC (LONE STAR FUNDS) 2001 - 2005
Arthur Andersen Business Consulting 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
Delta Pacific 1995 - 1998
Skills
Accounting, Private Equity, Internal Controls, Auditing, Fund Accounting, Investments, Banking, Alternative Investments, Process Improvement, Big 4, Tax, Internal Audit, CPA, GAAP, Due Diligence, Budgets, Strategic Financial..., Cross-functional Team..., Financial Modeling, FX, Global and Domestic..., FX Options, CRM, Financial Statements, Analysis, Financial Policies,..., Client Relationship..., Cash Management, Account Reconciliation, Financial & Management..., Financial Software..., Department Outsourcing, Financial Planning, Forecasts/Budgets, Staff Optimization
Education
Tulane University - A.B. Freeman School of Business
MBA
Northwestern State University - Louisiana Scholars' College
BBA
Ali Hopkins Ali Hopkins's Andersen Tax Experience May 2014 - December 2014
Job Masters in Accounting Student at Southern Methodist University
Industry Accounting
Experience
PwC January 2015 - June 2015
Andersen Tax May 2014 - December 2014
BBC Worldwide June 2013 - July 2013
Arkansas Heart Hospital June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAP, Operations Management
Education
Southern Methodist University 2015 — 2016
Masters of Science in Accounting (MSA)
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
PwC January 2015 - June 2015
Andersen Tax May 2014 - December 2014
BBC Worldwide June 2013 - July 2013
Arkansas Heart Hospital June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAP, Operations Management
Education
Southern Methodist University 2015 — 2016
Masters of Science in Accounting (MSA)
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Shayenne Thompson Shayenne Thompson's Andersen Tax Experience February 2014 - October 2014
Job Tax Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2015 - Present
My Style of Learning - Academic & Artistic Support for the Youth November 2012 - Present
Kustov & Associates January 2015 - July 2015
Young Filipino Professionals Association October 2014 - July 2015
Law Offices of Eric T. Johnson October 2008 - 2015
Andersen Tax February 2014 - October 2014
Liberty Tax Service November 2008 - December 2012
WTAS January 2008 - April 2008
Law Offices of Robert L. Goldstein March 2006 - October 2006
San Francisco Superior Court May 2005 - August 2005
Skills
Legal Writing, Finance, Legal Research, Tax Law, Bankruptcy, Leadership, Management, Fundraising, Analysis, Tax, Microsoft Excel, Strategy, Nonprofits, Tagalog, Spanish, Budgets, Tax Preparation, Auditing, Language Development, Language Skills, Lacerte, Tax Planning
Education
University of California, Hastings College of the Law 2005 — 2008
JD - Juris Doctor, Law
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Political Economy & Business Minor from Haas School of Business
Deer Valley High School 1996 — 2000
Alvarez & Marsal July 2015 - Present
My Style of Learning - Academic & Artistic Support for the Youth November 2012 - Present
Kustov & Associates January 2015 - July 2015
Young Filipino Professionals Association October 2014 - July 2015
Law Offices of Eric T. Johnson October 2008 - 2015
Andersen Tax February 2014 - October 2014
Liberty Tax Service November 2008 - December 2012
WTAS January 2008 - April 2008
Law Offices of Robert L. Goldstein March 2006 - October 2006
San Francisco Superior Court May 2005 - August 2005
Skills
Legal Writing, Finance, Legal Research, Tax Law, Bankruptcy, Leadership, Management, Fundraising, Analysis, Tax, Microsoft Excel, Strategy, Nonprofits, Tagalog, Spanish, Budgets, Tax Preparation, Auditing, Language Development, Language Skills, Lacerte, Tax Planning
Education
University of California, Hastings College of the Law 2005 — 2008
JD - Juris Doctor, Law
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), Political Economy & Business Minor from Haas School of Business
Deer Valley High School 1996 — 2000
John H Morrow, IV's Andersen Tax Experience May 2014 - August 2014
Job Graduate Student pursuing MSA at SMU Cox
Industry Accounting
Experience
Southern Methodist University August 2012 - Present
EY January 2015 - March 2015
Baker Tilly Virchow Krause, LLP October 2014 - December 2014
ParenteBeard LLC August 2014 - October 2014
Andersen Tax May 2014 - August 2014
RBC Wealth Management May 2012 - June 2012
Skills
Communication, Organization, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Networking
Education
Southern Methodist University 2015 — 2016
Master of Science (MS), Accounting
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Southern Methodist University August 2012 - Present
EY January 2015 - March 2015
Baker Tilly Virchow Krause, LLP October 2014 - December 2014
ParenteBeard LLC August 2014 - October 2014
Andersen Tax May 2014 - August 2014
RBC Wealth Management May 2012 - June 2012
Skills
Communication, Organization, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Networking
Education
Southern Methodist University 2015 — 2016
Master of Science (MS), Accounting
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Dana Wilensky's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2014 - Present
McGladrey January 2013 - April 2013
University of Kansas January 2012 - December 2012
KU Hillel December 2011 - December 2012
KU Hillel May 2011 - May 2012
Lurie Besikof Lapidus & Company, LLP 2010 - 2012
Skills
ProSystem fx Tax, Microsoft Office, QuickBooks, CCH ProSystem fx, Accounting, Tax, Accounts Payable, Payroll, Access, Budgets, Tax Returns, Income Tax, Leadership, Training, Microsoft Excel, Microsoft Word
Education
Quinlan School of Business, Loyola University of Chicago 2013 — 2014
Master of Science (M.S.), Accountancy
University of Kansas 2009 — 2012
Bachelor of Science (B.S.), Accounting
Andersen Tax July 2014 - Present
McGladrey January 2013 - April 2013
University of Kansas January 2012 - December 2012
KU Hillel December 2011 - December 2012
KU Hillel May 2011 - May 2012
Lurie Besikof Lapidus & Company, LLP 2010 - 2012
Skills
ProSystem fx Tax, Microsoft Office, QuickBooks, CCH ProSystem fx, Accounting, Tax, Accounts Payable, Payroll, Access, Budgets, Tax Returns, Income Tax, Leadership, Training, Microsoft Excel, Microsoft Word
Education
Quinlan School of Business, Loyola University of Chicago 2013 — 2014
Master of Science (M.S.), Accountancy
University of Kansas 2009 — 2012
Bachelor of Science (B.S.), Accounting
Joseph Dahi's Andersen Tax Experience June 2015 - August 2015
Job Accountant / Tax/ Audit
Industry Higher Education
Experience
Andersen Tax June 2015 - August 2015
VITA January 2014 - April 2014
West Los Angeles College March 2011 - July 2012
Santa Monica College January 2007 - 2011
Skills
Research, PowerPoint, Tax, Accounting, Financial Accounting, Auditing, Financial Analysis, Microsoft Office
Education
University of Southern California 2013 — 2014
Master of Business Taxation (MBT), Tax
UCLA 2009 — 2012
Bachelor of Arts (B.A.), Political Science/ Accounting
Andersen Tax June 2015 - August 2015
VITA January 2014 - April 2014
West Los Angeles College March 2011 - July 2012
Santa Monica College January 2007 - 2011
Skills
Research, PowerPoint, Tax, Accounting, Financial Accounting, Auditing, Financial Analysis, Microsoft Office
Education
University of Southern California 2013 — 2014
Master of Business Taxation (MBT), Tax
UCLA 2009 — 2012
Bachelor of Arts (B.A.), Political Science/ Accounting
Ross Nager Ross Nager's Andersen Tax Experience October 2011 - Present
Job Managing Director of Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2011 - Present
Sentinel Trust Company September 2011 - Present
Sentinel Trust Company September 2002 - August 2011
Arthur Andersen September 1983 - August 2002
Skills
Family Wealth Planning, Family Business..., Estate Tax Planning, High Net Worth..., Wealth Management..., Estate Planning, Financial Advisory, Trusts, Wealth, Management, Succession Planning, Private Equity, Finance, Wealth Management, Strategic Financial..., Alternative Investments, Mergers & Acquisitions, Investment Management, Securities, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 1976 — 1976
Master of Professional Accounting, Taxation
The University of Texas at Austin 1972 — 1975
Bachelor of Business Administration (B.B.A.), Accounting
Andersen Tax October 2011 - Present
Sentinel Trust Company September 2011 - Present
Sentinel Trust Company September 2002 - August 2011
Arthur Andersen September 1983 - August 2002
Skills
Family Wealth Planning, Family Business..., Estate Tax Planning, High Net Worth..., Wealth Management..., Estate Planning, Financial Advisory, Trusts, Wealth, Management, Succession Planning, Private Equity, Finance, Wealth Management, Strategic Financial..., Alternative Investments, Mergers & Acquisitions, Investment Management, Securities, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 1976 — 1976
Master of Professional Accounting, Taxation
The University of Texas at Austin 1972 — 1975
Bachelor of Business Administration (B.B.A.), Accounting
Luke Coombs Luke Coombs's Andersen Tax Experience June 2007 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2007 - Present
Ernst & Young 2002 - 2007
Arthur Andersen LLP 1994 - 2002
Skills
Tax, Tax Advisory, Financial Reporting, Small Business, International Tax, Financial Statements, Tax Returns, Corporate Tax, Management, Tax Research, Tax Accounting, CPA, Internal Controls, Income Tax
Education
Shippensburg University of Pennsylvania 1990 — 1994
Andersen Tax June 2007 - Present
Ernst & Young 2002 - 2007
Arthur Andersen LLP 1994 - 2002
Skills
Tax, Tax Advisory, Financial Reporting, Small Business, International Tax, Financial Statements, Tax Returns, Corporate Tax, Management, Tax Research, Tax Accounting, CPA, Internal Controls, Income Tax
Education
Shippensburg University of Pennsylvania 1990 — 1994
Cheryl Barkinskiy Cheryl Barkinskiy's Andersen Tax Experience March 2013 - Present
Job Senior Associate, Valuation Services at Andersen Tax
Industry Real Estate
Experience
Andersen Tax March 2013 - Present
Envicom Corporation January 2011 - February 2013
City of Redondo Beach July 2009 - April 2011
Lurie, Zepeda, Schmalz & Hogan September 2005 - September 2008
Cheviot Hills Recreation Center June 2001 - August 2006
Skills
Land Use Planning, GIS, Environmental Awareness, Zoning, Research, Environmental Planning, Urban Planning, Land Use, Analysis, Sustainability, Environmental Impact..., SPSS, ArcGIS, Environmental Compliance, Transportation Planning, Environmental Policy, Management, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Financial Modeling
Education
University of California, Irvine 2008 — 2010
M.U.R.P., Urban and Regional Planning
University of California, Los Angeles 2002 — 2007
B.A., Art
University High School
Andersen Tax March 2013 - Present
Envicom Corporation January 2011 - February 2013
City of Redondo Beach July 2009 - April 2011
Lurie, Zepeda, Schmalz & Hogan September 2005 - September 2008
Cheviot Hills Recreation Center June 2001 - August 2006
Skills
Land Use Planning, GIS, Environmental Awareness, Zoning, Research, Environmental Planning, Urban Planning, Land Use, Analysis, Sustainability, Environmental Impact..., SPSS, ArcGIS, Environmental Compliance, Transportation Planning, Environmental Policy, Management, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Financial Modeling
Education
University of California, Irvine 2008 — 2010
M.U.R.P., Urban and Regional Planning
University of California, Los Angeles 2002 — 2007
B.A., Art
University High School
Philip (Phil) Musacchio Philip (Phil) Musacchio's Andersen Tax Experience June 2013 - Present
Job Director at Andersen Tax, previously with HSBC & KPMG
Industry Executive Office
Experience
Andersen Tax June 2013 - Present
Fieldpoint Private January 2013 - June 2013
Modern Bank, N.A. 2011 - 2012
Mazars, dba WeiserMazars 2009 - 2011
Gerson Lehrman Group 2007 - 2008
HSBC Private Bank 2003 - 2007
HSBC Private Bank 2000 - 2003
HSBC 1999 - 2000
HSBC (previously Republic National Bank) 1996 - 1999
HSBC (Republic) 1993 - 1996
Skills
Banking, Capital Markets, Risk Management, Financial Risk, Enterprise Risk..., Financial Analysis, Due Diligence, Credit, Credit Risk, Financial Services, Asset Managment, Hedge Funds, Wealth Management, Auditing, Operations Management, Asset Management, Finance, KYC, Private Equity, Management, Executive Management, Mergers & Acquisitions, Corporate Governance, Internal Audit, Operational Risk, Private Banking, Cash Management, AML, Operational Risk..., Financial Reporting, Business Process, Loans, Acquisition Integration, Corporate Finance, Strategy, Portfolio Management, Financial Advisory, Retail Banking, Tax, Equities, Investment Banking, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Strategic Financial..., Alternative Investments, Securities, Insurance
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
INSEAD - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
London Business School - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
Bishop Ford
Andersen Tax June 2013 - Present
Fieldpoint Private January 2013 - June 2013
Modern Bank, N.A. 2011 - 2012
Mazars, dba WeiserMazars 2009 - 2011
Gerson Lehrman Group 2007 - 2008
HSBC Private Bank 2003 - 2007
HSBC Private Bank 2000 - 2003
HSBC 1999 - 2000
HSBC (previously Republic National Bank) 1996 - 1999
HSBC (Republic) 1993 - 1996
Skills
Banking, Capital Markets, Risk Management, Financial Risk, Enterprise Risk..., Financial Analysis, Due Diligence, Credit, Credit Risk, Financial Services, Asset Managment, Hedge Funds, Wealth Management, Auditing, Operations Management, Asset Management, Finance, KYC, Private Equity, Management, Executive Management, Mergers & Acquisitions, Corporate Governance, Internal Audit, Operational Risk, Private Banking, Cash Management, AML, Operational Risk..., Financial Reporting, Business Process, Loans, Acquisition Integration, Corporate Finance, Strategy, Portfolio Management, Financial Advisory, Retail Banking, Tax, Equities, Investment Banking, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Strategic Financial..., Alternative Investments, Securities, Insurance
Education
Pace University - Lubin School of Business 1981 — 1985
BBA, Accounting
INSEAD - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
London Business School - Certificate in Business Leadership
Certificate, HSBC Business Leadership Program
Bishop Ford
Grant Natori Grant Natori's Andersen Tax Experience July 2015 - September 2015
Job Intern at Andersen Tax
Industry
Experience
Andersen Tax July 2015 - September 2015
Seattle University April 2015 - June 2015
Bank of Hawaii June 2014 - August 2014
Punahou School June 2012 - July 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Accounting, Financial Analysis
Education
Seattle University 2011 — 2015
Bachelor’s Degree, Accounting
Punahou School 2007 — 2011
High School
Andersen Tax July 2015 - September 2015
Seattle University April 2015 - June 2015
Bank of Hawaii June 2014 - August 2014
Punahou School June 2012 - July 2012
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Accounting, Financial Analysis
Education
Seattle University 2011 — 2015
Bachelor’s Degree, Accounting
Punahou School 2007 — 2011
High School
Chris Jobe, CPA Chris Jobe, CPA's Andersen Tax Experience December 2013 - Present
Job Senior Associate
Industry Accounting
Experience
Andersen Tax December 2013 - Present
Bader Martin, P.S. July 2010 - December 2013
Hurley, White & Williams January 2008 - April 2008
Four Seasons Marine Services June 2007 - September 2007
Bremerton Commissary August 2005 - August 2006
Skills
Tax, Tax Accounting, Tax Returns, Accounts Payable, Accounting, Corporate Tax, Peachtree, Tax Preparation, GAAP, CPA, Partnership Taxation
Education
University of Washington, Michael G. Foster School of Business 2009 — 2010
MPAcc - Tax, Accounting
University of Washington, Michael G. Foster School of Business 2006 — 2009
Accounting
Olympic College 2004 — 2006
AA, General
Andersen Tax December 2013 - Present
Bader Martin, P.S. July 2010 - December 2013
Hurley, White & Williams January 2008 - April 2008
Four Seasons Marine Services June 2007 - September 2007
Bremerton Commissary August 2005 - August 2006
Skills
Tax, Tax Accounting, Tax Returns, Accounts Payable, Accounting, Corporate Tax, Peachtree, Tax Preparation, GAAP, CPA, Partnership Taxation
Education
University of Washington, Michael G. Foster School of Business 2009 — 2010
MPAcc - Tax, Accounting
University of Washington, Michael G. Foster School of Business 2006 — 2009
Accounting
Olympic College 2004 — 2006
AA, General
Ken Lahav Ken Lahav's Andersen Tax Experience July 2014 - Present
Job Manager, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2014 - Present
WTAS July 2010 - June 2014
Education
Haas School of Business, UC Berkeley 2006 — 2010
Bachelor of Science, Business Administration
Andersen Tax July 2014 - Present
WTAS July 2010 - June 2014
Education
Haas School of Business, UC Berkeley 2006 — 2010
Bachelor of Science, Business Administration
Michael Valdes Michael Valdes's Andersen Tax Experience February 2014 - Present
Job Information Technology Senior Associate at Andersen Tax
Industry Information Technology and Services
Experience
Andersen Tax February 2014 - Present
WABC-TV April 2010 - February 2014
Control Group December 2006 - March 2009
New Millennium Real Estate/Supreme Mgmt. August 2004 - December 2006
Skills
VMware Infrastructure, VMware ESXi, Windows Server 2008, Apple OS X Server, Windows Server 2003, Symantec Backup Exec, CA Arcserve, Cisco Switches, HP Lefthand P4000, Starwind Software, McAfee ePO, Mcafee IntruShield, Windows Server, Cisco Nexus, VMware ESX, Mac OS X Server, Backup Exec, Arcserve, McAfee, OS X, Intrushield, DHCP, DNS, XP, Troubleshooting, Technical Support, Servers, Active Directory, Windows XP, Group Policy, Microsoft Exchange
Education
Netcom Information Technology 2000 — 2001
Technology
School of Visual Arts 1995 — 1999
BFA, Illustration
Andersen Tax February 2014 - Present
WABC-TV April 2010 - February 2014
Control Group December 2006 - March 2009
New Millennium Real Estate/Supreme Mgmt. August 2004 - December 2006
Skills
VMware Infrastructure, VMware ESXi, Windows Server 2008, Apple OS X Server, Windows Server 2003, Symantec Backup Exec, CA Arcserve, Cisco Switches, HP Lefthand P4000, Starwind Software, McAfee ePO, Mcafee IntruShield, Windows Server, Cisco Nexus, VMware ESX, Mac OS X Server, Backup Exec, Arcserve, McAfee, OS X, Intrushield, DHCP, DNS, XP, Troubleshooting, Technical Support, Servers, Active Directory, Windows XP, Group Policy, Microsoft Exchange
Education
Netcom Information Technology 2000 — 2001
Technology
School of Visual Arts 1995 — 1999
BFA, Illustration
Rick Wyman's Andersen Tax Experience September 2014 - Present
Job Managing Director COO at Andersen Tax
Industry Management Consulting
Experience
Andersen Tax September 2014 - Present
WTAS LLC January 2014 - August 2014
Executives In Action January 2013 - December 2013
Huron Consulting Group November 2011 - December 2012
Hitachi Consulting October 2007 - October 2011
The Harbour Group January 2004 - September 2007
Electronic Data Systems January 2003 - December 2003
Capgemini Consulting June 2000 - December 2002
Ernst & Young May 1997 - May 2000
Accenture January 1991 - April 1997
Skills
Management Consulting, Acquisition Integration, Business Transformation, Change Management, Process Improvement, Business Analysis, Strategic Planning, Business Process..., IT Strategy, Program Management, Mergers, Outsourcing, Project Management, Leadership, Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Enterprise Software, Risk Management, Governance, Human Resources, Business Process..., Consulting, Finance
Education
The University of Texas at Austin
MBA/BBA, Finance/Accounting
Andersen Tax September 2014 - Present
WTAS LLC January 2014 - August 2014
Executives In Action January 2013 - December 2013
Huron Consulting Group November 2011 - December 2012
Hitachi Consulting October 2007 - October 2011
The Harbour Group January 2004 - September 2007
Electronic Data Systems January 2003 - December 2003
Capgemini Consulting June 2000 - December 2002
Ernst & Young May 1997 - May 2000
Accenture January 1991 - April 1997
Skills
Management Consulting, Acquisition Integration, Business Transformation, Change Management, Process Improvement, Business Analysis, Strategic Planning, Business Process..., IT Strategy, Program Management, Mergers, Outsourcing, Project Management, Leadership, Management, Start-ups, Mergers & Acquisitions, Entrepreneurship, Enterprise Software, Risk Management, Governance, Human Resources, Business Process..., Consulting, Finance
Education
The University of Texas at Austin
MBA/BBA, Finance/Accounting
Ronni Bethany Ronni Bethany's Andersen Tax Experience August 2014 - Present
Job Tax Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax August 2014 - Present
WTAS January 2014 - May 2014
Skills
Legal Research, Legal Writing, Tax, Corporate Law, Litigation, Microsoft Excel, Microsoft Word, Microsoft Office, Westlaw, PowerPoint, Tax Law, Research
Education
Southern Methodist University Dedman School of Law 2011 — 2014
Juris Doctor, Tax Law/Taxation
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.)
Andersen Tax August 2014 - Present
WTAS January 2014 - May 2014
Skills
Legal Research, Legal Writing, Tax, Corporate Law, Litigation, Microsoft Excel, Microsoft Word, Microsoft Office, Westlaw, PowerPoint, Tax Law, Research
Education
Southern Methodist University Dedman School of Law 2011 — 2014
Juris Doctor, Tax Law/Taxation
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.)
Travis Jones Travis Jones's Andersen Tax Experience August 2015 - Present
Job Business Valuation Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax August 2015 - Present
Andersen Tax June 2014 - August 2014
Morgan Stanley April 2014 - June 2014
Snyder Capital Management June 2013 - August 2013
Skills
Valuation, Investments, Portfolio Management, Economics, Finance, Securities, Fundamental Analysis, Trials, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Options, Bloomberg Terminal, Team Management
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics, 3.63 GPA
Andersen Tax August 2015 - Present
Andersen Tax June 2014 - August 2014
Morgan Stanley April 2014 - June 2014
Snyder Capital Management June 2013 - August 2013
Skills
Valuation, Investments, Portfolio Management, Economics, Finance, Securities, Fundamental Analysis, Trials, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Options, Bloomberg Terminal, Team Management
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics, 3.63 GPA
Jenny Sharon Hsieh's Andersen Tax Experience June 2015 - Present
Job Undergraduate at Haas Business School, UC Berkeley
Industry Financial Services
Experience
Andersen Tax June 2015 - Present
YWCA USA April 2015 - Present
Morgan Stanley June 2014 - August 2014
Lighthaven Capital Management LLC May 2013 - December 2013
City of Berkeley June 2013 - October 2013
Spicy Spirit Marketing, Inc January 2013 - May 2013
Berkeley Phi Beta Lambda December 2012 - May 2013
Web English Tutoring November 2010 - May 2013
Skills
PowerPoint, Customer Service, Research, Social Media, French, Microsoft Excel, Teamwork, Public Speaking, English, Facebook, Online Marketing, Marketing, Public Relations, Analysis, Salesforce.com, Microsoft Office, Microsoft Word, Chinese, Management, CRM, SEO, Market Research, Google Adwords, Google Analytics
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Business Administration
Foothill High School 2008 — 2012
Andersen Tax June 2015 - Present
YWCA USA April 2015 - Present
Morgan Stanley June 2014 - August 2014
Lighthaven Capital Management LLC May 2013 - December 2013
City of Berkeley June 2013 - October 2013
Spicy Spirit Marketing, Inc January 2013 - May 2013
Berkeley Phi Beta Lambda December 2012 - May 2013
Web English Tutoring November 2010 - May 2013
Skills
PowerPoint, Customer Service, Research, Social Media, French, Microsoft Excel, Teamwork, Public Speaking, English, Facebook, Online Marketing, Marketing, Public Relations, Analysis, Salesforce.com, Microsoft Office, Microsoft Word, Chinese, Management, CRM, SEO, Market Research, Google Adwords, Google Analytics
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Business Administration
Foothill High School 2008 — 2012
Mark Zhang Mark Zhang's Andersen Tax Experience July 2013 - September 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC June 2015 - Present
The Williams Institute at UCLA School of Law October 2014 - June 2015
PwC June 2014 - September 2014
Empire Property Group LLLC March 2014 - June 2014
Andersen Tax July 2013 - September 2013
The Veloz Group October 2012 - April 2013
Daily Bruin April 2012 - January 2013
Citi June 2012 - August 2012
UCLA Anderson School of Management January 2012 - May 2012
San Francisco County Assessor Recorder Department July 2010 - May 2011
Skills
Microsoft Excel, Tax Preparation, Research, Budgets, Strategic Planning, CCH ProSystem fx, GoFileRoom, Tax Planning
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Business Economics
Abraham Lincoln High
PwC June 2015 - Present
The Williams Institute at UCLA School of Law October 2014 - June 2015
PwC June 2014 - September 2014
Empire Property Group LLLC March 2014 - June 2014
Andersen Tax July 2013 - September 2013
The Veloz Group October 2012 - April 2013
Daily Bruin April 2012 - January 2013
Citi June 2012 - August 2012
UCLA Anderson School of Management January 2012 - May 2012
San Francisco County Assessor Recorder Department July 2010 - May 2011
Skills
Microsoft Excel, Tax Preparation, Research, Budgets, Strategic Planning, CCH ProSystem fx, GoFileRoom, Tax Planning
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Business Economics
Abraham Lincoln High
Salena Chau Salena Chau's Andersen Tax Experience June 2015 - Present
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
Citi July 2014 - February 2015
Viacom June 2014 - August 2014
Baker Tilly July 2014 - July 2014
New York City Office of Administrative Trials and Hearings January 2014 - May 2014
Grant Thornton LLP January 2014 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, International Tax, Microsoft Office, Social Media, Access, Outlook, Time Management, Customer Service, Public Speaking, Leadership, Research, Data Entry
Education
Saint John's University - Peter J. Tobin College of Business 2014 — 2016
Master of Science (M.S.), Taxation
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting, Graduated Cum Laude
Andersen Tax June 2015 - Present
Citi July 2014 - February 2015
Viacom June 2014 - August 2014
Baker Tilly July 2014 - July 2014
New York City Office of Administrative Trials and Hearings January 2014 - May 2014
Grant Thornton LLP January 2014 - January 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, International Tax, Microsoft Office, Social Media, Access, Outlook, Time Management, Customer Service, Public Speaking, Leadership, Research, Data Entry
Education
Saint John's University - Peter J. Tobin College of Business 2014 — 2016
Master of Science (M.S.), Taxation
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting, Graduated Cum Laude
Alexandra Bondanza's Andersen Tax Experience May 2013 - August 2013
Job Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp July 2014 - Present
Andersen Tax May 2013 - August 2013
Dorm Room Movers January 2012 - June 2012
Skills
Social Media, Marketing, Public Speaking, Teamwork, Time Management, Sales, High Organizational..., Social Networking, Microsoft Word, Highly responsible, Research, Facebook, Social Media Marketing, Interpersonal Skill, Market Research, Management, PowerPoint, Flexibility, Microsoft Excel, Salesforce.com, Advertising, Online Advertising, Customer Service
Education
University of Arizona 2010 — 2014
Bachelor of Science (BS), Marketing
Marin Catholic High School 2006 — 2010
High School, High School/Secondary Diplomas and Certificates
Yelp July 2014 - Present
Andersen Tax May 2013 - August 2013
Dorm Room Movers January 2012 - June 2012
Skills
Social Media, Marketing, Public Speaking, Teamwork, Time Management, Sales, High Organizational..., Social Networking, Microsoft Word, Highly responsible, Research, Facebook, Social Media Marketing, Interpersonal Skill, Market Research, Management, PowerPoint, Flexibility, Microsoft Excel, Salesforce.com, Advertising, Online Advertising, Customer Service
Education
University of Arizona 2010 — 2014
Bachelor of Science (BS), Marketing
Marin Catholic High School 2006 — 2010
High School, High School/Secondary Diplomas and Certificates
Sean Vaziri Sean Vaziri's Andersen Tax Experience January 2015 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Andersen Tax July 2013 - September 2013
Crowe Horwath LLP June 2013 - June 2013
Nelligan Sports Marketing September 2012 - November 2012
City of Anaheim December 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Income Tax, Tax Preparation, Tax Returns, Tax Research, Marketing, Leadership
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts, Economics
University of California, Santa Barbara 2012 — 2014
Sports Management
Santiago Canyon College 2010 — 2012
Economics and Accounting
Andersen Tax January 2015 - Present
Andersen Tax July 2013 - September 2013
Crowe Horwath LLP June 2013 - June 2013
Nelligan Sports Marketing September 2012 - November 2012
City of Anaheim December 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Income Tax, Tax Preparation, Tax Returns, Tax Research, Marketing, Leadership
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts, Economics
University of California, Santa Barbara 2012 — 2014
Sports Management
Santiago Canyon College 2010 — 2012
Economics and Accounting
Bhavya Bhalla Bhavya Bhalla's Andersen Tax Experience May 2014 - Present
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
The University of Texas at Austin March 2013 - Present
North Highland January 2012 - August 2012
Rania Batrice - Public Relations Consultant July 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Time Management, Financial Reporting, Public Relations, Customer Service, Accounting, Financial Accounting, Financial Analysis, Finance, English, SQL, Access, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor’s Degree, Accounting, Economics
Liberty High School
Andersen Tax May 2014 - Present
The University of Texas at Austin March 2013 - Present
North Highland January 2012 - August 2012
Rania Batrice - Public Relations Consultant July 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Time Management, Financial Reporting, Public Relations, Customer Service, Accounting, Financial Accounting, Financial Analysis, Finance, English, SQL, Access, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor’s Degree, Accounting, Economics
Liberty High School
Kit Driscoll Kit Driscoll's Andersen Tax Experience June 2014 - Present
Job Andersen Tax Valuation Associate
Industry Financial Services
Experience
Andersen Tax June 2014 - Present
TGG Accounting June 2012 - December 2013
Robert W. Baird & Co. June 2013 - September 2013
Skills
Accounting, Accounts Payable, Account Management, Accounts Receivable, Account Reconciliation, Data Analysis, Bank Reconciliation, Data Entry, 1099 Preparation, Customer Service, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Managerial Finance, Small Business, QuickBooks
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2010 — 2013
Minor, Accounting
Andersen Tax June 2014 - Present
TGG Accounting June 2012 - December 2013
Robert W. Baird & Co. June 2013 - September 2013
Skills
Accounting, Accounts Payable, Account Management, Accounts Receivable, Account Reconciliation, Data Analysis, Bank Reconciliation, Data Entry, 1099 Preparation, Customer Service, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Managerial Finance, Small Business, QuickBooks
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Management Science
University of California, San Diego 2010 — 2013
Minor, Accounting
Byron Schlegel Byron Schlegel's Andersen Tax Experience January 2015 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
WTAS June 2013 - August 2014
Callowhill Tax Preparers January 2012 - April 2012
US Army June 2006 - November 2010
Skills
Accounting, Tax, Tax Preparation, Financial Audits, External Audit, Analysis, Auditing, Internal Controls, Financial Analysis, Microsoft Office, PowerPoint
Education
Penn State University 2011 — 2014
Bachelor of Science (BS), Accounting
Andersen Tax January 2015 - Present
WTAS June 2013 - August 2014
Callowhill Tax Preparers January 2012 - April 2012
US Army June 2006 - November 2010
Skills
Accounting, Tax, Tax Preparation, Financial Audits, External Audit, Analysis, Auditing, Internal Controls, Financial Analysis, Microsoft Office, PowerPoint
Education
Penn State University 2011 — 2014
Bachelor of Science (BS), Accounting
Emily Tang Emily Tang's Andersen Tax Experience November 2013 - Present
Job PAS Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2013 - Present
Qspac Industries, Inc July 2013 - November 2013
Jerry T. Lai, CPA, MBA An Accountancy Corporation January 2012 - June 2013
Western Maxim Resources June 2011 - November 2011
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Excel, QuickBooks, Financial Analysis
Education
University of California, Irvine 2009 — 2013
BA, Business Administration, Accounting
dbhs
Andersen Tax November 2013 - Present
Qspac Industries, Inc July 2013 - November 2013
Jerry T. Lai, CPA, MBA An Accountancy Corporation January 2012 - June 2013
Western Maxim Resources June 2011 - November 2011
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Excel, QuickBooks, Financial Analysis
Education
University of California, Irvine 2009 — 2013
BA, Business Administration, Accounting
dbhs
Jonathan Shen, CPA Jonathan Shen, CPA's Andersen Tax Experience January 2015 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Andersen Tax April 2013 - December 2014
Care1st Health Plan May 2012 - April 2013
Wright Ford Young & Co. June 2006 - May 2012
Mosaic Sales Solutions August 2005 - March 2006
Affiliated Computer Services, Inc. July 2005 - September 2005
AECOM July 2004 - September 2004
Skills
Internal Controls, GAAP, Accounting, Income Tax, SEC filings, Auditing, Financial Reporting, Financial Accounting, General Ledger, US GAAP
Education
University of California, Riverside 2002 — 2006
B.S., Business Administration
Andersen Tax January 2015 - Present
Andersen Tax April 2013 - December 2014
Care1st Health Plan May 2012 - April 2013
Wright Ford Young & Co. June 2006 - May 2012
Mosaic Sales Solutions August 2005 - March 2006
Affiliated Computer Services, Inc. July 2005 - September 2005
AECOM July 2004 - September 2004
Skills
Internal Controls, GAAP, Accounting, Income Tax, SEC filings, Auditing, Financial Reporting, Financial Accounting, General Ledger, US GAAP
Education
University of California, Riverside 2002 — 2006
B.S., Business Administration
Jacquelyn Tuffy Jacquelyn Tuffy's Andersen Tax Experience July 2013 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2013 - Present
Skills
Tax Accounting, Tax Research, Corporate Tax, Partnership Taxation
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Accounting
Andersen Tax July 2013 - Present
Skills
Tax Accounting, Tax Research, Corporate Tax, Partnership Taxation
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Accounting
Ynna Aghabegian Ynna Aghabegian's Andersen Tax Experience June 2013 - Present
Job Associate Private Client Services Group at WTAS
Industry Accounting
Experience
Andersen Tax June 2013 - Present
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
MACY'S DEPARTMENT STORE September 2008 - January 2009
DECORATIVE CARPETS INC August 2006 - October 2008
Skills
Multitasking, Excel, Microsoft Office
Education
University of California, Riverside 2008 — 2012
B.S, Accounting 2012Accounting
Andersen Tax June 2013 - Present
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
MACY'S DEPARTMENT STORE September 2008 - January 2009
DECORATIVE CARPETS INC August 2006 - October 2008
Skills
Multitasking, Excel, Microsoft Office
Education
University of California, Riverside 2008 — 2012
B.S, Accounting 2012Accounting
Jeremy Seeger's Andersen Tax Experience July 2013 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2013 - Present
Andersen Tax December 2010 - June 2013
J.H. Cohn LLP July 2008 - November 2010
Haggett Longobardi January 2007 - April 2007
Skills
Tax, Tax Research, Tax Advisory, Partnership Taxation, Corporate Tax, Income Tax, CPA, Private Equity, Tax Accounting, Tax Preparation, Financial Analysis
Education
University of Hartford 2008 — 2009
M.S. in Accounting and Taxation
The University of Connecticut School of Business 2004 — 2008
B.S. in Accounting
Southington High School 2000 — 2004
Andersen Tax July 2013 - Present
Andersen Tax December 2010 - June 2013
J.H. Cohn LLP July 2008 - November 2010
Haggett Longobardi January 2007 - April 2007
Skills
Tax, Tax Research, Tax Advisory, Partnership Taxation, Corporate Tax, Income Tax, CPA, Private Equity, Tax Accounting, Tax Preparation, Financial Analysis
Education
University of Hartford 2008 — 2009
M.S. in Accounting and Taxation
The University of Connecticut School of Business 2004 — 2008
B.S. in Accounting
Southington High School 2000 — 2004
Amelia Lancaster Amelia Lancaster's Andersen Tax Experience September 2013 - August 2014
Job Attorney
Industry Law Practice
Experience
Andersen Tax September 2013 - August 2014
PwC June 2012 - August 2012
U.S. Bankruptcy Court, Northern District of California May 2011 - August 2011
Nossaman LLP July 2008 - May 2009
NASA January 2008 - March 2008
Skills
EU Legal Research, Courts, Legal Research, Litigation, Westlaw, Legal Writing
Education
University of California, Hastings College of the Law 2010 — 2013
J.D.
Universidad de Deusto 2012 — 2012
Transnational Trade Law and Finance
University of California, Davis 2005 — 2009
B.A., cum laude, Economics and Political Science
Andersen Tax September 2013 - August 2014
PwC June 2012 - August 2012
U.S. Bankruptcy Court, Northern District of California May 2011 - August 2011
Nossaman LLP July 2008 - May 2009
NASA January 2008 - March 2008
Skills
EU Legal Research, Courts, Legal Research, Litigation, Westlaw, Legal Writing
Education
University of California, Hastings College of the Law 2010 — 2013
J.D.
Universidad de Deusto 2012 — 2012
Transnational Trade Law and Finance
University of California, Davis 2005 — 2009
B.A., cum laude, Economics and Political Science
Tim Wylie's Andersen Tax Experience July 2002 - Present
Job Managing Director Private Client Services, Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Loyola Law School July 2011 - Present
USC Tax Institute, Gould School of Law, University of Southern California September 2011 - January 2012
Arthur Andersen LLP 2000 - 2002
Skills
Tax, Tax Law, Wealth Transfer Planning, Wealth Transfer, Wealth Preservation..., Wealth Preservation, Wealth Building, Wealth Accumulation, Wealth, Estate Tax Planning, Estate Planning, Gift Tax, Private Foundations, Charitable Trusts, Charitable Giving..., Charitable Giving, Income Tax, Tax Compliance, Tax Preparation, Tax Accounting, International Tax, Business Planning, Charities, Estate Law, Strategy, Tax Advisory, Trusts, Wealth Management..., Corporate Tax, Financial Analysis, Accounting
Education
Pepperdine University School of Law 1997 — 2000
Doctor of Jurisprudence, Cum Laude, Taxation and Entertainment Law
University of California, Davis 1992 — 1996
Bachelor of Science, With Honors, Managerial Economics
Vacaville High School 1988 — 1992
High School Diploma, Valedictorian
Andersen Tax July 2002 - Present
Loyola Law School July 2011 - Present
USC Tax Institute, Gould School of Law, University of Southern California September 2011 - January 2012
Arthur Andersen LLP 2000 - 2002
Skills
Tax, Tax Law, Wealth Transfer Planning, Wealth Transfer, Wealth Preservation..., Wealth Preservation, Wealth Building, Wealth Accumulation, Wealth, Estate Tax Planning, Estate Planning, Gift Tax, Private Foundations, Charitable Trusts, Charitable Giving..., Charitable Giving, Income Tax, Tax Compliance, Tax Preparation, Tax Accounting, International Tax, Business Planning, Charities, Estate Law, Strategy, Tax Advisory, Trusts, Wealth Management..., Corporate Tax, Financial Analysis, Accounting
Education
Pepperdine University School of Law 1997 — 2000
Doctor of Jurisprudence, Cum Laude, Taxation and Entertainment Law
University of California, Davis 1992 — 1996
Bachelor of Science, With Honors, Managerial Economics
Vacaville High School 1988 — 1992
High School Diploma, Valedictorian
Henry So Henry So's Andersen Tax Experience July 2010 - September 2011
Job Bank Debt Associate at Canyon Capital Advisors
Industry Accounting
Experience
Canyon Capital Advisors October 2011 - Present
Andersen Tax July 2010 - September 2011
The Walt Disney Company March 2009 - January 2010
ZD Consulting, Inc. April 2008 - November 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Reporting, Financial Statements, Microsoft Excel, Tax, QuickBooks, GAAP, Hedge Funds, Advent Geneva, US GAAP, Mandarin, Financial Accounting, Account Reconciliation, Clearpar, Fixed Income, Finance, CPA, Fund Accounting, Financial Modeling, Forecasting, Cash Flow
Education
University of California, Los Angeles 2006 — 2010
B.A., Economics
Lynbrook High School 2002 — 2006
Canyon Capital Advisors October 2011 - Present
Andersen Tax July 2010 - September 2011
The Walt Disney Company March 2009 - January 2010
ZD Consulting, Inc. April 2008 - November 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Reporting, Financial Statements, Microsoft Excel, Tax, QuickBooks, GAAP, Hedge Funds, Advent Geneva, US GAAP, Mandarin, Financial Accounting, Account Reconciliation, Clearpar, Fixed Income, Finance, CPA, Fund Accounting, Financial Modeling, Forecasting, Cash Flow
Education
University of California, Los Angeles 2006 — 2010
B.A., Economics
Lynbrook High School 2002 — 2006
Heather Roush Heather Roush's Andersen Tax Experience November 2009 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2009 - Present
KPMG June 2008 - October 2009
american education services December 2006 - April 2007
Skills
Tax, Tax Research, Auditing, Accounting, Tax Accounting, Partnership Taxation, State Tax, Managerial Finance, Corporate Tax, Income Tax, Tax Preparation, CPA, Tax Advisory, GAAP, Financial Reporting, Financial Accounting, Tax Law, Tax Returns
Education
Susquehanna University 2004 — 2008
Bachelor's of Science, Accounting
Andersen Tax November 2009 - Present
KPMG June 2008 - October 2009
american education services December 2006 - April 2007
Skills
Tax, Tax Research, Auditing, Accounting, Tax Accounting, Partnership Taxation, State Tax, Managerial Finance, Corporate Tax, Income Tax, Tax Preparation, CPA, Tax Advisory, GAAP, Financial Reporting, Financial Accounting, Tax Law, Tax Returns
Education
Susquehanna University 2004 — 2008
Bachelor's of Science, Accounting
Jarrod Galassi's Andersen Tax Experience July 2015 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2015 - Present
Delaware North Companies May 2014 - August 2014
Tax Technologies, Inc. May 2013 - April 2014
Gap Inc./Gap May 2012 - August 2013
Skills
PowerPoint, Time Management, Microsoft Word, Microsoft Excel, Customer Service, Accounting, Access, Teamwork, Data Entry, Public Speaking, Microsoft Office, Leadership, Training, Retail, Analysis
Education
University at Buffalo 2014 — 2015
Master's Degree, Accounting
University at Buffalo 2011 — 2014
Bachelor's Degree, Accounting
Andersen Tax July 2015 - Present
Delaware North Companies May 2014 - August 2014
Tax Technologies, Inc. May 2013 - April 2014
Gap Inc./Gap May 2012 - August 2013
Skills
PowerPoint, Time Management, Microsoft Word, Microsoft Excel, Customer Service, Accounting, Access, Teamwork, Data Entry, Public Speaking, Microsoft Office, Leadership, Training, Retail, Analysis
Education
University at Buffalo 2014 — 2015
Master's Degree, Accounting
University at Buffalo 2011 — 2014
Bachelor's Degree, Accounting
Darin Cyr Darin Cyr's Andersen Tax Experience March 2003 - October 2005
Job Vice President, Sales
Industry Pharmaceuticals
Experience
Express Scripts July 2008 - Present
MSC Care Management October 2005 - June 2008
Andersen Tax March 2003 - October 2005
US Navy 1994 - 1998
Skills
Account Management, Workers Compensation, Sales, Strategic Planning, Contract Negotiation, Forecasting, Pharmacy Benefit..., Team Building, Business Development, Process Improvement, Insurance, Claim, Sales Operations, Cross-functional Team..., Direct Sales, Negotiation, Employee Benefits, Pricing, Sales Presentations, Cold Calling, Executive Management, Risk Management, Sales Management, Management, New Business Development, Medicare, Health Insurance, Training, Marketing, Selling, Customer Satisfaction, Leadership
Education
University of California, Los Angeles 2000 — 2003
B.A. in Business Economics, Economics
Express Scripts July 2008 - Present
MSC Care Management October 2005 - June 2008
Andersen Tax March 2003 - October 2005
US Navy 1994 - 1998
Skills
Account Management, Workers Compensation, Sales, Strategic Planning, Contract Negotiation, Forecasting, Pharmacy Benefit..., Team Building, Business Development, Process Improvement, Insurance, Claim, Sales Operations, Cross-functional Team..., Direct Sales, Negotiation, Employee Benefits, Pricing, Sales Presentations, Cold Calling, Executive Management, Risk Management, Sales Management, Management, New Business Development, Medicare, Health Insurance, Training, Marketing, Selling, Customer Satisfaction, Leadership
Education
University of California, Los Angeles 2000 — 2003
B.A. in Business Economics, Economics
Kevin Kao's Andersen Tax Experience August 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2014 - Present
Education
Southern Methodist University 2013 — 2014
Master of Laws (LLM), Taxation
University of Arkansas at Little Rock 2010 — 2013
J.D., Law
The University of Texas at Dallas 2006 — 2010
B.S., Finance
Andersen Tax August 2014 - Present
Education
Southern Methodist University 2013 — 2014
Master of Laws (LLM), Taxation
University of Arkansas at Little Rock 2010 — 2013
J.D., Law
The University of Texas at Dallas 2006 — 2010
B.S., Finance
Jiayi Gu, Esq.'s Andersen Tax Experience July 2015 - Present
Job Senior Tax Associate at Andersen Tax
Industry Legal Services
Experience
Andersen Tax July 2015 - Present
Andersen Tax September 2013 - June 2015
Andersen Tax August 2013 - September 2013
Internal Revenue Service January 2013 - April 2013
PwC May 2012 - July 2012
China Guangfa Bank May 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, Tax, PowerPoint, Microsoft Word, Legal Writing, Legal Research, Westlaw, Tax Law
Education
University of California, Hastings College of the Law 2010 — 2013
J.D., Tax Law/Taxation
University of California, Davis 2006 — 2009
Bachelor's Degree, Managerial Economics, Statistics Minor, Magna cum laude
Andersen Tax July 2015 - Present
Andersen Tax September 2013 - June 2015
Andersen Tax August 2013 - September 2013
Internal Revenue Service January 2013 - April 2013
PwC May 2012 - July 2012
China Guangfa Bank May 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, Tax, PowerPoint, Microsoft Word, Legal Writing, Legal Research, Westlaw, Tax Law
Education
University of California, Hastings College of the Law 2010 — 2013
J.D., Tax Law/Taxation
University of California, Davis 2006 — 2009
Bachelor's Degree, Managerial Economics, Statistics Minor, Magna cum laude
Sumaira Nabeel's Andersen Tax Experience June 2013 - Present
Job
Industry Accounting
Experience
Andersen Tax June 2013 - Present
KPMG January 2010 - May 2013
PriceWaterhouseCoopers March 2005 - June 2009
Deloitte and Touche June 2000 - June 2001
Skills
Tax, International Tax, Tax Research, Due Diligence, Accounting, Internal Controls, Mergers & Acquisitions, Corporate Tax, Tax Returns, SEC filings, US GAAP, Big 4, Income Tax, GAAP, US Tax
Education
San Jose State University
BSc.
San Jose State University
MBA
Andersen Tax June 2013 - Present
KPMG January 2010 - May 2013
PriceWaterhouseCoopers March 2005 - June 2009
Deloitte and Touche June 2000 - June 2001
Skills
Tax, International Tax, Tax Research, Due Diligence, Accounting, Internal Controls, Mergers & Acquisitions, Corporate Tax, Tax Returns, SEC filings, US GAAP, Big 4, Income Tax, GAAP, US Tax
Education
San Jose State University
BSc.
San Jose State University
MBA
Victor Ruiz-Cornejo's Andersen Tax Experience July 2015 - Present
Job International Business Development Associate at Andersen Tax
Industry International Affairs
Experience
Andersen Tax July 2015 - Present
UNAFF (United Nations Association Film Festival) 2014 - June 2015
The Hume Center for Writing and Speaking at Stanford University June 2012 - June 2015
Center for Strategic and International Studies (CSIS) June 2014 - September 2014
Ready for Hillary PAC June 2014 - September 2014
World Stage Design August 2013 - September 2013
Stanford Pre-Collegiate Studies June 2013 - August 2013
El Centro Chicano y Latino, Stanford University June 2012 - June 2013
Tucson Hispanic Chamber of Commerce June 2012 - September 2012
El Centro Chicano y Latino, Stanford University September 2011 - June 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, International Relations, Spanish, Microsoft Word, English, Public Speaking, Social Media, Political Science, Public Policy, Fundraising, Leadership, Community Outreach, Teaching, Marketing, Event Planning, Project Planning, Editing, Public Relations, Social Networking, Data Analysis, Nonprofits, Management, Customer Service, Policy Analysis, Teamwork, Qualitative Research, Politics, Writing, Economics, Grant Writing, Program Management, Volunteer Management, Facebook, Strategy, Social Media Marketing, Proposal Writing, Analysis, Event Management, Market Research
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), International Relations
Amerischools College Prep Academy 2008 — 2011
Andersen Tax July 2015 - Present
UNAFF (United Nations Association Film Festival) 2014 - June 2015
The Hume Center for Writing and Speaking at Stanford University June 2012 - June 2015
Center for Strategic and International Studies (CSIS) June 2014 - September 2014
Ready for Hillary PAC June 2014 - September 2014
World Stage Design August 2013 - September 2013
Stanford Pre-Collegiate Studies June 2013 - August 2013
El Centro Chicano y Latino, Stanford University June 2012 - June 2013
Tucson Hispanic Chamber of Commerce June 2012 - September 2012
El Centro Chicano y Latino, Stanford University September 2011 - June 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, International Relations, Spanish, Microsoft Word, English, Public Speaking, Social Media, Political Science, Public Policy, Fundraising, Leadership, Community Outreach, Teaching, Marketing, Event Planning, Project Planning, Editing, Public Relations, Social Networking, Data Analysis, Nonprofits, Management, Customer Service, Policy Analysis, Teamwork, Qualitative Research, Politics, Writing, Economics, Grant Writing, Program Management, Volunteer Management, Facebook, Strategy, Social Media Marketing, Proposal Writing, Analysis, Event Management, Market Research
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), International Relations
Amerischools College Prep Academy 2008 — 2011
Ethan Mintz's Andersen Tax Experience June 2014 - August 2014
Job Research Intern at BRG Capstone
Industry Accounting
Experience
Berkeley Research Group LLC June 2015 - August 2015
Andersen Tax June 2014 - August 2014
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Tax, Financial Accounting, Financial Reporting, Public Speaking, Corporate Tax, Income Tax, Tax Accounting, Teamwork, Leadership, Financial Analysis, Finance
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Accounting, Sophomore
Berkeley Research Group LLC June 2015 - August 2015
Andersen Tax June 2014 - August 2014
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Tax, Financial Accounting, Financial Reporting, Public Speaking, Corporate Tax, Income Tax, Tax Accounting, Teamwork, Leadership, Financial Analysis, Finance
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Accounting, Sophomore
Connie Choi Connie Choi's Andersen Tax Experience July 2012 - April 2013
Job Billing Operations Associate
Industry Accounting
Experience
athenahealth December 2014 - Present
RCG LLC February 2014 - November 2014
Andersen Tax July 2012 - April 2013
Internal Revenue Service June 2009 - July 2012
Peoples Federal Savings Bank June 2006 - June 2009
Transit Realty Associates, LLC September 2008 - April 2009
Skills
Accounting, Quickbooks, Outlook, Tax, Tax Returns, Accounts Payable, Compliance, Customer Service, Account Reconciliation, Analysis, ProSeries, Accounts Receivable, Cash Receipts, Cash Handling Experience, Rental Real Estate
Education
Suffolk University - Sawyer School of Management 2005 — 2009
Bachelor of Science in Business Adminstration, Accounting
Boston Latin Academy 2001 — 2005
High School Dipolma
athenahealth December 2014 - Present
RCG LLC February 2014 - November 2014
Andersen Tax July 2012 - April 2013
Internal Revenue Service June 2009 - July 2012
Peoples Federal Savings Bank June 2006 - June 2009
Transit Realty Associates, LLC September 2008 - April 2009
Skills
Accounting, Quickbooks, Outlook, Tax, Tax Returns, Accounts Payable, Compliance, Customer Service, Account Reconciliation, Analysis, ProSeries, Accounts Receivable, Cash Receipts, Cash Handling Experience, Rental Real Estate
Education
Suffolk University - Sawyer School of Management 2005 — 2009
Bachelor of Science in Business Adminstration, Accounting
Boston Latin Academy 2001 — 2005
High School Dipolma
Ryan Schutz's Andersen Tax Experience June 2015 - August 2015
Job Student at University of Connecticut
Industry Accounting
Experience
Vintech Management Services August 2013 - Present
Andersen Tax June 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Tax, Finance, Tax Preparation, Microsoft Access
Education
University of Connecticut 2011 — 2016
Bachelor of Science (B.S.), Accounting
Vintech Management Services August 2013 - Present
Andersen Tax June 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Tax, Finance, Tax Preparation, Microsoft Access
Education
University of Connecticut 2011 — 2016
Bachelor of Science (B.S.), Accounting
Matt Moon's Andersen Tax Experience May 2007 - Present
Job Director, Valuation Services
Industry Financial Services
Experience
Andersen Tax May 2007 - Present
Ernst & Young LLP January 2006 - May 2007
The Ayco Company - Goldman Sachs November 2004 - January 2006
Skills
Business Valuation, Valuation, Financial Modeling, Investments, Asset Managment, Corporate Finance, Equity Valuation, Financial Analysis, DCF, Bloomberg, Tax, Strategic Financial..., Equity Research, Financial Reporting, Intangible Assets, Options, 409A, Purchase Price...
Education
University of California, Irvine 1998 — 2003
B.S., Information & Computer Science
Andersen Tax May 2007 - Present
Ernst & Young LLP January 2006 - May 2007
The Ayco Company - Goldman Sachs November 2004 - January 2006
Skills
Business Valuation, Valuation, Financial Modeling, Investments, Asset Managment, Corporate Finance, Equity Valuation, Financial Analysis, DCF, Bloomberg, Tax, Strategic Financial..., Equity Research, Financial Reporting, Intangible Assets, Options, 409A, Purchase Price...
Education
University of California, Irvine 1998 — 2003
B.S., Information & Computer Science
Kate Kennedy's Andersen Tax Experience December 2010 - July 2015
Job VP of Tax Alternative Investments at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley July 2015 - Present
Andersen Tax December 2010 - July 2015
Ernst & Young November 2009 - September 2010
Stockbridge Capital / Wilson Meany Sullivan September 2007 - November 2009
Pricewaterhouse Coopers LLP January 2002 - September 2007
Education
University of California, Santa Cruz 1998 — 2002
Bachelor's degree, Business/Managerial Economics, 3.7 GPA
Morgan Stanley July 2015 - Present
Andersen Tax December 2010 - July 2015
Ernst & Young November 2009 - September 2010
Stockbridge Capital / Wilson Meany Sullivan September 2007 - November 2009
Pricewaterhouse Coopers LLP January 2002 - September 2007
Education
University of California, Santa Cruz 1998 — 2002
Bachelor's degree, Business/Managerial Economics, 3.7 GPA
Amanda Oberholtzer's Andersen Tax Experience February 2015 - Present
Job Manager of Learning & Development
Industry Accounting
Experience
Andersen Tax February 2015 - Present
Andersen Tax April 2011 - December 2014
KPMG July 2007 - March 2011
Skills
Tax Accounting, Corporate Tax, Tax Research, Tax, Partnership Taxation, Income Tax
Education
University of Washington School of Law 2006 — 2007
LLM, Tax Law
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
University of Florida 1998 — 2003
MAcc, Accounting
Andersen Tax February 2015 - Present
Andersen Tax April 2011 - December 2014
KPMG July 2007 - March 2011
Skills
Tax Accounting, Corporate Tax, Tax Research, Tax, Partnership Taxation, Income Tax
Education
University of Washington School of Law 2006 — 2007
LLM, Tax Law
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
University of Florida 1998 — 2003
MAcc, Accounting
Kasey Sancewich's Andersen Tax Experience February 2015 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2015 - Present
PwC July 2012 - February 2015
PricewaterhouseCoopers LLP July 2009 - June 2012
PricewaterhouseCoopers LLP July 2007 - June 2009
Education
University of Washington School of Law 2006 — 2007
Tax LL.M.
Seattle University School of Law 2003 — 2006
Doctor of Law (JD)
University of Washington 1996 — 2001
BA, Business Administration, French
Andersen Tax February 2015 - Present
PwC July 2012 - February 2015
PricewaterhouseCoopers LLP July 2009 - June 2012
PricewaterhouseCoopers LLP July 2007 - June 2009
Education
University of Washington School of Law 2006 — 2007
Tax LL.M.
Seattle University School of Law 2003 — 2006
Doctor of Law (JD)
University of Washington 1996 — 2001
BA, Business Administration, French
Frank Cassidy's Andersen Tax Experience September 2014 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2014 - Present
WTAS July 2002 - September 2014
Education
University of California, Hastings College of the Law 1990 — 1993
University of California, Davis 1986 — 1990
Political Science / Economics
Andersen Tax September 2014 - Present
WTAS July 2002 - September 2014
Education
University of California, Hastings College of the Law 1990 — 1993
University of California, Davis 1986 — 1990
Political Science / Economics
Grace Lin Hollon's Andersen Tax Experience January 2012 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2012 - Present
Andersen Tax September 2002 - December 2011
Arthur Andersen June 2001 - September 2001
Skills
Income Tax, Tax, Tax Research, Tax Accounting, Tax Preparation, Tax Advisory, High Net Worth..., CPA
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts, Business-Economics/Psychology
La Puente High School 1994 — 1998
Andersen Tax January 2012 - Present
Andersen Tax September 2002 - December 2011
Arthur Andersen June 2001 - September 2001
Skills
Income Tax, Tax, Tax Research, Tax Accounting, Tax Preparation, Tax Advisory, High Net Worth..., CPA
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts, Business-Economics/Psychology
La Puente High School 1994 — 1998
John Maragoudakis, CPA's Andersen Tax Experience January 2015 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Andersen Tax January 2011 - December 2014
Andersen Tax January 2008 - January 2011
Skills
Tax, Tax Compliance, Accounting, Management Consulting, Private Equity, Tax Advisory, Partnership Taxation, Tax Research, International Tax, Tax Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Law, Due Diligence, Financial Planners, Tax Preparation, Tax Returns, CPA
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
M.S., Taxation
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
B.S., Accounting
Andersen Tax January 2015 - Present
Andersen Tax January 2011 - December 2014
Andersen Tax January 2008 - January 2011
Skills
Tax, Tax Compliance, Accounting, Management Consulting, Private Equity, Tax Advisory, Partnership Taxation, Tax Research, International Tax, Tax Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Law, Due Diligence, Financial Planners, Tax Preparation, Tax Returns, CPA
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2004
M.S., Taxation
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
B.S., Accounting
Rich Mac's Andersen Tax Experience May 2014 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
self employed April 2009 - Present
Accenture April 2008 - May 2014
Accenture August 2004 - April 2008
Bay Area California Products May 2006 - May 2007
Skills
Accounts Payable, Accounts Receivable, Revenue Recognition, SAP, Accruals, Journal Entries, Invoicing, Data Analysis, Customer Value..., Microsoft Excel, Pricing, Contract Pricing, Financial Reporting, Financial Modeling, Corporate Finance, Variance Analysis, Internal Controls, Management Consulting, Accounting, Managerial Finance, Outsourcing, Finance, Financial Forecasting, Management, Business Process..., US GAAP, Shared Services, Cost Accounting, Business Case, Business Process Design, Business Transformation, Acquisition Integration, Business Process, Consulting, Business Process..., Forecasting, Business Analysis, SAP R/3, SAP BW, Analysis, PMO, Financial Accounting, ERP, Internal Audit, Financial Analysis, Executive Management
Education
University of California, Santa Cruz
Bachelor's degree(s), BA -Business Management Economics & Accounting; BA -Legal Studies
Andersen Tax May 2014 - Present
self employed April 2009 - Present
Accenture April 2008 - May 2014
Accenture August 2004 - April 2008
Bay Area California Products May 2006 - May 2007
Skills
Accounts Payable, Accounts Receivable, Revenue Recognition, SAP, Accruals, Journal Entries, Invoicing, Data Analysis, Customer Value..., Microsoft Excel, Pricing, Contract Pricing, Financial Reporting, Financial Modeling, Corporate Finance, Variance Analysis, Internal Controls, Management Consulting, Accounting, Managerial Finance, Outsourcing, Finance, Financial Forecasting, Management, Business Process..., US GAAP, Shared Services, Cost Accounting, Business Case, Business Process Design, Business Transformation, Acquisition Integration, Business Process, Consulting, Business Process..., Forecasting, Business Analysis, SAP R/3, SAP BW, Analysis, PMO, Financial Accounting, ERP, Internal Audit, Financial Analysis, Executive Management
Education
University of California, Santa Cruz
Bachelor's degree(s), BA -Business Management Economics & Accounting; BA -Legal Studies
Josh Felman's Andersen Tax Experience November 2012 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2012 - Present
Deloitte Tax LLP August 2006 - November 2012
Skills
Tax Research, US Tax, Corporate Tax, Tax Law, Tax, Partnership Taxation, Tax Advisory, Income Tax, Big 4
Education
The John Marshall Law School 2002 — 2005
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Deerfield High School
Andersen Tax November 2012 - Present
Deloitte Tax LLP August 2006 - November 2012
Skills
Tax Research, US Tax, Corporate Tax, Tax Law, Tax, Partnership Taxation, Tax Advisory, Income Tax, Big 4
Education
The John Marshall Law School 2002 — 2005
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Deerfield High School
Chad Willbur's Andersen Tax Experience April 2013 - Present
Job Director Valuation Services at Andersen Tax (formerly WTAS, LLC)
Industry Financial Services
Experience
Andersen Tax April 2013 - Present
Shareholder Insite June 2004 - April 2013
Parametrix, Inc. 2001 - 2003
Skills
businness valuation, Venture Capital, 409A, FAS 157, Financial Analysis, Financial Modeling, Private Equity, Valuation, Biotechnology, Telecommunications, Team Leadership, Investments, Risk Management, Management
Education
University of Colorado Boulder 1996 — 2000
Andersen Tax April 2013 - Present
Shareholder Insite June 2004 - April 2013
Parametrix, Inc. 2001 - 2003
Skills
businness valuation, Venture Capital, 409A, FAS 157, Financial Analysis, Financial Modeling, Private Equity, Valuation, Biotechnology, Telecommunications, Team Leadership, Investments, Risk Management, Management
Education
University of Colorado Boulder 1996 — 2000
Lindsay Beilke's Andersen Tax Experience November 2011 - Present
Job Senior Tax Manager at Andersen Tax (formerly WTAS LLC)
Industry Accounting
Experience
Andersen Tax November 2011 - Present
optionsXpress August 2009 - October 2011
Grant Thornton LLP August 2007 - July 2009
Grant Thornton LLP July 2005 - July 2007
Skills
Tax Advisory, US Tax, Financial Analysis, Income Tax, Financial Reporting, Tax Accounting, Tax Research, Tax, CPA, Tax Preparation, Accounting, Corporate Tax, Due Diligence
Education
University of Wisconsin-Madison 2000 — 2005
Accounting
Universidad de Sevilla 2003 — 2004
International Business
Andersen Tax November 2011 - Present
optionsXpress August 2009 - October 2011
Grant Thornton LLP August 2007 - July 2009
Grant Thornton LLP July 2005 - July 2007
Skills
Tax Advisory, US Tax, Financial Analysis, Income Tax, Financial Reporting, Tax Accounting, Tax Research, Tax, CPA, Tax Preparation, Accounting, Corporate Tax, Due Diligence
Education
University of Wisconsin-Madison 2000 — 2005
Accounting
Universidad de Sevilla 2003 — 2004
International Business
William Amon's Andersen Tax Experience 2011 - Present
Job Managing Director at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax 2011 - Present
Deloitte Tax LLP November 1996 - May 2011
deloitte tax llp November 1996 - May 2011
Deloitte 1996 - 2011
Coopers & Lybrand 1985 - 1996
Skills
Tax, Due Diligence, Accounting, International Tax, Mergers & Acquisitions, Auditing, Financial Analysis, Corporate Tax, SEC filings, Financial Reporting, Mergers, Restructuring, Private Equity, Income Tax, Strategy
Education
Santa Clara University School of Law 1974 — 1977
Andersen Tax 2011 - Present
Deloitte Tax LLP November 1996 - May 2011
deloitte tax llp November 1996 - May 2011
Deloitte 1996 - 2011
Coopers & Lybrand 1985 - 1996
Skills
Tax, Due Diligence, Accounting, International Tax, Mergers & Acquisitions, Auditing, Financial Analysis, Corporate Tax, SEC filings, Financial Reporting, Mergers, Restructuring, Private Equity, Income Tax, Strategy
Education
Santa Clara University School of Law 1974 — 1977
Susan Garrett's Andersen Tax Experience July 2008 - February 2015
Job Retired
Industry Leisure, Travel & Tourism
Experience
Andersen Tax July 2008 - February 2015
KPMG 1986 - July 2008
Education
Seattle University
B.A.B.A., Accounting, summa cum laude
Andersen Tax July 2008 - February 2015
KPMG 1986 - July 2008
Education
Seattle University
B.A.B.A., Accounting, summa cum laude
Martin Gilbert's Andersen Tax Experience 1998 - 2001
Job Senior Manager at Richter
Industry Law Practice
Experience
Richter 2013 - Present
Bell 2001 - 2013
Bell Canada 2001 - 2013
Andersen Tax 1998 - 2001
Andersen 1998 - 2001
Skills
Tax, Corporate Tax, Mergers & Acquisitions, Due Diligence, Corporate Law, Sales Tax, Sales & Use Tax, Tax Law, Indirect Taxation, Restructuring, Cross-border...
Education
Ecole de formation professionnelle du Barreau du Québec
Université Laval 1991 — 1994
Bachelor's Degree, Law
Richter 2013 - Present
Bell 2001 - 2013
Bell Canada 2001 - 2013
Andersen Tax 1998 - 2001
Andersen 1998 - 2001
Skills
Tax, Corporate Tax, Mergers & Acquisitions, Due Diligence, Corporate Law, Sales Tax, Sales & Use Tax, Tax Law, Indirect Taxation, Restructuring, Cross-border...
Education
Ecole de formation professionnelle du Barreau du Québec
Université Laval 1991 — 1994
Bachelor's Degree, Law
George Lyons's Andersen Tax Experience September 2014 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2014 - Present
WTAS April 2007 - September 2014
True Partners Consulting 2006 - 2007
KPMG 2001 - 2005
Arthur Andersen 1973 - 2001
Skills
Corporate Tax, SEC filings, Tax Accounting, Strategic Financial..., Financial Reporting, Tax Research, International Tax, Tax, CPA, Accounting, Business Valuation, Income Tax, Auditing, Internal Controls, GAAP, Tax Law, Tax Advisory, General Ledger, Budgets, Due Diligence
Education
Saint Peter's University 1969 — 1973
BS, Accountancy
Andersen Tax September 2014 - Present
WTAS April 2007 - September 2014
True Partners Consulting 2006 - 2007
KPMG 2001 - 2005
Arthur Andersen 1973 - 2001
Skills
Corporate Tax, SEC filings, Tax Accounting, Strategic Financial..., Financial Reporting, Tax Research, International Tax, Tax, CPA, Accounting, Business Valuation, Income Tax, Auditing, Internal Controls, GAAP, Tax Law, Tax Advisory, General Ledger, Budgets, Due Diligence
Education
Saint Peter's University 1969 — 1973
BS, Accountancy
Anna Fang, CPA's Andersen Tax Experience July 2007 - July 2009
Job Atchley & Associates, LLP
Industry Accounting
Experience
Atchley & Associates, LLP February 2011 - Present
Powell Ebert & Smolik August 2009 - November 2010
Andersen Tax July 2007 - July 2009
Caxton Associates February 2008 - April 2008
Education
The University of Texas at Austin 2002 — 2007
Master's degree, Accounting
Atchley & Associates, LLP February 2011 - Present
Powell Ebert & Smolik August 2009 - November 2010
Andersen Tax July 2007 - July 2009
Caxton Associates February 2008 - April 2008
Education
The University of Texas at Austin 2002 — 2007
Master's degree, Accounting
Robert Arnold, CPA's Andersen Tax Experience August 2013 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2013 - Present
Reitman & Belkin LLP January 2007 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Tax, Tax Research, Tax Returns, Partnership Taxation, Income Tax
Education
State University of New York at New Paltz 2002 — 2006
Bachelors, Accounting
Middlesex University London 2004 — 2004
Business
Andersen Tax August 2013 - Present
Reitman & Belkin LLP January 2007 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Tax, Tax Research, Tax Returns, Partnership Taxation, Income Tax
Education
State University of New York at New Paltz 2002 — 2006
Bachelors, Accounting
Middlesex University London 2004 — 2004
Business
Jennifer Seksaria's Andersen Tax Experience August 2013 - Present
Job Senior Associate at Andersen Tax; Attorney
Industry Accounting
Experience
Andersen Tax August 2013 - Present
Andersen Tax June 2012 - August 2012
U.S. Department of Labor May 2011 - August 2011
State Street August 2008 - July 2010
Education
University of California, Hastings College of the Law 2010 — 2013
J.D.
Wellesley College 2004 — 2008
B.A., Political Science
Andersen Tax August 2013 - Present
Andersen Tax June 2012 - August 2012
U.S. Department of Labor May 2011 - August 2011
State Street August 2008 - July 2010
Education
University of California, Hastings College of the Law 2010 — 2013
J.D.
Wellesley College 2004 — 2008
B.A., Political Science
Mark Crawford's Andersen Tax Experience January 2014 - Present
Job Tax Associate at Andersen Tax
Industry Legal Services
Experience
Andersen Tax January 2014 - Present
PwC August 2013 - October 2013
Financial Industry Regulatory Authority January 2013 - April 2013
Western Asset Management June 2012 - August 2012
Western Asset Management June 2009 - August 2009
Western Asset Management June 2008 - August 2008
Skills
Financial Analysis, Investments, Tax, Public Speaking, Mutual Funds, Private Equity, Asset Management, Bloomberg, Portfolio Management, Securities, Legal Writing, Legal Research, Financial Services
Education
Whittier Law School 2010 — 2013
JD, Business Law
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.)
Loyola High School 2002 — 2006
UC Irvine
Andersen Tax January 2014 - Present
PwC August 2013 - October 2013
Financial Industry Regulatory Authority January 2013 - April 2013
Western Asset Management June 2012 - August 2012
Western Asset Management June 2009 - August 2009
Western Asset Management June 2008 - August 2008
Skills
Financial Analysis, Investments, Tax, Public Speaking, Mutual Funds, Private Equity, Asset Management, Bloomberg, Portfolio Management, Securities, Legal Writing, Legal Research, Financial Services
Education
Whittier Law School 2010 — 2013
JD, Business Law
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.)
Loyola High School 2002 — 2006
UC Irvine
Chris Tong's Andersen Tax Experience October 2009 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2009 - Present
Deloitte Tax LLP August 2007 - July 2009
Skills
Corporate Tax, FIN 48, Tax Research, Tax Accounting, Tax, International Tax, Income Tax, Tax Advisory, Tax Law, Tax Preparation, Tax Returns, State Tax, Financial Reporting, SEC filings
Education
University of California, Berkeley
B.A., Economics
Andersen Tax October 2009 - Present
Deloitte Tax LLP August 2007 - July 2009
Skills
Corporate Tax, FIN 48, Tax Research, Tax Accounting, Tax, International Tax, Income Tax, Tax Advisory, Tax Law, Tax Preparation, Tax Returns, State Tax, Financial Reporting, SEC filings
Education
University of California, Berkeley
B.A., Economics
Scott Ito's Andersen Tax Experience July 2014 - Present
Job Senior Associate at Andersen Tax LLC
Industry Legal Services
Experience
Andersen Tax July 2014 - Present
WTAS August 2012 - June 2014
Kimochi, Inc. July 2009 - May 2012
WTAS June 2011 - August 2011
Keiro Senior HealthCare August 2007 - May 2009
Keiro Senior HealthCare August 2002 - August 2007
Skills
Non-profits, Estate Planning, Legal Writing, Budgets, Fundraising, Financial Planners, Property Tax, Tax, Charities, Tax Research, Estate Tax Planning, International Tax, Income Tax, Legal Research, Nonprofits, Westlaw, Tax Law, Private Foundations, Marketing, Tax Returns, Corporate Tax, Strategic Communications, Tax Preparation, Analysis, Recruiting, Tax Accounting, Trusts, Management, Accounting, Lexis, Partnership Taxation
Education
University of San Francisco School of Law 2009 — 2012
Doctor of Law (JD)
University of California, Irvine 2000 — 2002
BA, Sociology
Andersen Tax July 2014 - Present
WTAS August 2012 - June 2014
Kimochi, Inc. July 2009 - May 2012
WTAS June 2011 - August 2011
Keiro Senior HealthCare August 2007 - May 2009
Keiro Senior HealthCare August 2002 - August 2007
Skills
Non-profits, Estate Planning, Legal Writing, Budgets, Fundraising, Financial Planners, Property Tax, Tax, Charities, Tax Research, Estate Tax Planning, International Tax, Income Tax, Legal Research, Nonprofits, Westlaw, Tax Law, Private Foundations, Marketing, Tax Returns, Corporate Tax, Strategic Communications, Tax Preparation, Analysis, Recruiting, Tax Accounting, Trusts, Management, Accounting, Lexis, Partnership Taxation
Education
University of San Francisco School of Law 2009 — 2012
Doctor of Law (JD)
University of California, Irvine 2000 — 2002
BA, Sociology
Judith Steinmetz's Andersen Tax Experience March 2012 - Present
Job Executive Assistant at Andersen Tax
Industry Executive Office
Experience
Andersen Tax March 2012 - Present
OfficeTeam for WTAS (now Andersen Tax) October 2011 - March 2012
Elder Financial Protection Network June 2010 - February 2011
Cohen Financial 1999 - 2009
E. S. Merriman & Sons 1989 - 1999
Liberty Electronics 1985 - 1989
Skills
Internet Research, Editing, Formatting, Proofreading, Online Research, Office Equipment, Event Management, Office Management, Public Speaking, Human Resources, Mail Merge, Event Planning, Research, Training, Outlook, Customer Service, Microsoft Excel
Education
San Francisco State University
M.S., Career Counseling
Andersen Tax March 2012 - Present
OfficeTeam for WTAS (now Andersen Tax) October 2011 - March 2012
Elder Financial Protection Network June 2010 - February 2011
Cohen Financial 1999 - 2009
E. S. Merriman & Sons 1989 - 1999
Liberty Electronics 1985 - 1989
Skills
Internet Research, Editing, Formatting, Proofreading, Online Research, Office Equipment, Event Management, Office Management, Public Speaking, Human Resources, Mail Merge, Event Planning, Research, Training, Outlook, Customer Service, Microsoft Excel
Education
San Francisco State University
M.S., Career Counseling
J. Craig Gies's Andersen Tax Experience 2012 - 2015
Job Andersen Tax Alternative Investment Funds
Industry Investment Management
Experience
WTAS LLC September 2012 - Present
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Deloitte 2002 - January 2012
Arthur Andersen 1977 - 2002
Skills
Private Equity, Due Diligence, Tax, Mergers, Big 4, Corporate Tax, Income Tax, Accounting, Tax Accounting, Hedge Funds, Tax Research, Partnership Taxation, Investments, Capital Markets, CPA, Financial Analysis, Fund Of Funds
Education
University of Illinois at Urbana-Champaign 1974 — 1976
JD, Law
Saint Mary's University of Minnesota 1970 — 1974
Bachelor of Science (BS), Business Administration/Psychology
WTAS LLC September 2012 - Present
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Andersen Tax 2012 - 2015
Deloitte 2002 - January 2012
Arthur Andersen 1977 - 2002
Skills
Private Equity, Due Diligence, Tax, Mergers, Big 4, Corporate Tax, Income Tax, Accounting, Tax Accounting, Hedge Funds, Tax Research, Partnership Taxation, Investments, Capital Markets, CPA, Financial Analysis, Fund Of Funds
Education
University of Illinois at Urbana-Champaign 1974 — 1976
JD, Law
Saint Mary's University of Minnesota 1970 — 1974
Bachelor of Science (BS), Business Administration/Psychology
Jared Banner, MBA, CFP ®'s Andersen Tax Experience June 2011 - Present
Job Certified Financial Planner ™ for highnetworth and ultrahighnetworth clientele
Industry Financial Services
Experience
Andersen Tax June 2011 - Present
Golden Living June 2010 - January 2012
UBS Wealth Management March 2007 - April 2010
Sovereign Bank October 2005 - March 2007
UBS Wealth Management October 2002 - July 2005
Skills
Mutual Funds, Investments, Bloomberg, Strategic Financial..., Microsoft Excel, Fixed Income, Financial Services, Banking, PowerPoint, Insurance, Microsoft Office, Outlook, Microsoft Word, Cash Flow, Research, Customer Service, Structured Products, Microsoft Money, Funding, Series 7, Public Speaking, Consulting, Portfolio Management, Business Development, New Business Development, Finance, Analysis, Financial Planning
Education
Penn State University 2003 — 2005
M.B.A., Business Administration - Finance
Penn State University 1998 — 2002
B.S., Business Economics
Andersen Tax June 2011 - Present
Golden Living June 2010 - January 2012
UBS Wealth Management March 2007 - April 2010
Sovereign Bank October 2005 - March 2007
UBS Wealth Management October 2002 - July 2005
Skills
Mutual Funds, Investments, Bloomberg, Strategic Financial..., Microsoft Excel, Fixed Income, Financial Services, Banking, PowerPoint, Insurance, Microsoft Office, Outlook, Microsoft Word, Cash Flow, Research, Customer Service, Structured Products, Microsoft Money, Funding, Series 7, Public Speaking, Consulting, Portfolio Management, Business Development, New Business Development, Finance, Analysis, Financial Planning
Education
Penn State University 2003 — 2005
M.B.A., Business Administration - Finance
Penn State University 1998 — 2002
B.S., Business Economics
Nick Kuo's Andersen Tax Experience July 2015 - Present
Job Tax Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2015 - Present
Andersen Tax January 2013 - June 2015
Andersen Tax August 2011 - December 2012
Apria Healthcare June 2009 - August 2011
KPMG January 2006 - June 2009
KPMG January 2005 - June 2005
Education
Torrance High School
University of California, Los Angeles
BS, Business Economics, Accounting Minor
Andersen Tax July 2015 - Present
Andersen Tax January 2013 - June 2015
Andersen Tax August 2011 - December 2012
Apria Healthcare June 2009 - August 2011
KPMG January 2006 - June 2009
KPMG January 2005 - June 2005
Education
Torrance High School
University of California, Los Angeles
BS, Business Economics, Accounting Minor
Cassandra Jahnke's Andersen Tax Experience 2010 - 2013
Job Legal Intern at New Jersey Office of Attorney General
Industry Law Practice
Experience
New Jersey Office of Attorney General June 2015 - Present
Castano Quigley LLC May 2015 - Present
Superior Court of New Jersey January 2015 - April 2015
Andersen Tax 2010 - 2013
Skills
CPA, Legal Research, Legal Writing, Microsoft Office
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor (J.D.)
Villanova University 2007 — 2011
Bachelor’s Degree, Accounting and Business/Management
New Jersey Office of Attorney General June 2015 - Present
Castano Quigley LLC May 2015 - Present
Superior Court of New Jersey January 2015 - April 2015
Andersen Tax 2010 - 2013
Skills
CPA, Legal Research, Legal Writing, Microsoft Office
Education
Seton Hall University School of Law 2013 — 2016
Juris Doctor (J.D.)
Villanova University 2007 — 2011
Bachelor’s Degree, Accounting and Business/Management
John Anki's Andersen Tax Experience January 2012 - May 2015
Job Director of Finance at Oakland Athletics
Industry Accounting
Experience
Oakland Athletics May 2015 - Present
Andersen Tax January 2012 - May 2015
Oakland Athletics July 2008 - December 2011
Education
University of California, Los Angeles
Oakland Athletics May 2015 - Present
Andersen Tax January 2012 - May 2015
Oakland Athletics July 2008 - December 2011
Education
University of California, Los Angeles
Robert Kies's Andersen Tax Experience September 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2006 - Present
Golden Boy Promotions January 2004 - August 2006
Andersen August 1996 - July 2002
Skills
Business Valuation, Tax, Mergers & Acquisitions, Private Equity, Valuation, Due Diligence
Education
UCLA School of Law 1993 — 1996
Doctor of Law (JD)
Penn State University 1984 — 1988
Bachelor of Science (B.S.), Marketing
Andersen Tax September 2006 - Present
Golden Boy Promotions January 2004 - August 2006
Andersen August 1996 - July 2002
Skills
Business Valuation, Tax, Mergers & Acquisitions, Private Equity, Valuation, Due Diligence
Education
UCLA School of Law 1993 — 1996
Doctor of Law (JD)
Penn State University 1984 — 1988
Bachelor of Science (B.S.), Marketing
Jessica Tang's Andersen Tax Experience August 2005 - April 2011
Job Investor Relations Manager at Breitburn Energy Partners LP
Industry Oil & Energy
Experience
BreitBurn Energy Partners L.P. June 2011 - Present
KPMG April 2011 - June 2011
Andersen Tax August 2005 - April 2011
Skills
Valuation, Due Diligence, Mergers, Financial Analysis, Financial Modeling, Analysis, Investor Development, Finance, Corporate Finance, Business Valuation, Strategy Building, Project Management, Investor Relations, Mergers & Acquisitions
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA
University of California, Berkeley 2001 — 2005
Bachelor, Business
BreitBurn Energy Partners L.P. June 2011 - Present
KPMG April 2011 - June 2011
Andersen Tax August 2005 - April 2011
Skills
Valuation, Due Diligence, Mergers, Financial Analysis, Financial Modeling, Analysis, Investor Development, Finance, Corporate Finance, Business Valuation, Strategy Building, Project Management, Investor Relations, Mergers & Acquisitions
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA
University of California, Berkeley 2001 — 2005
Bachelor, Business
Alexandra Pimlott's Andersen Tax Experience December 2012 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax December 2012 - Present
Education
University of California, Los Angeles 2008 — 2012
B.A., Economics
Andersen Tax December 2012 - Present
Education
University of California, Los Angeles 2008 — 2012
B.A., Economics
Victor Kim's Andersen Tax Experience October 2013 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2013 - Present
Univsersity of Florida - Fredric G. Levine College of Law August 2012 - July 2013
Law Offices of Victor Kim April 2006 - August 2012
Martinez & Martinez October 2003 - August 2012
Hiroshima Jacobs Roth & Lewis August 2001 - July 2003
City of Los Angeles, City Attorney Office, Civil Liability Dept. June 1997 - August 1997
Skills
Litigation, Tax Law, Tax Advisory, Partnership Taxation, Corporate Tax, Personal Injury, Immigration Law, Mediation, Arbitration, summary judgment, Legal Research, Legal Writing, Legal Discovery, Depositions, Deportation, visa
Education
University of California, Berkeley
Economics
University of Illinois College of Law
JD, Law
University of Florida - Fredric G. Levin College of Law
Master of Laws (LLM), Taxation
Andersen Tax October 2013 - Present
Univsersity of Florida - Fredric G. Levine College of Law August 2012 - July 2013
Law Offices of Victor Kim April 2006 - August 2012
Martinez & Martinez October 2003 - August 2012
Hiroshima Jacobs Roth & Lewis August 2001 - July 2003
City of Los Angeles, City Attorney Office, Civil Liability Dept. June 1997 - August 1997
Skills
Litigation, Tax Law, Tax Advisory, Partnership Taxation, Corporate Tax, Personal Injury, Immigration Law, Mediation, Arbitration, summary judgment, Legal Research, Legal Writing, Legal Discovery, Depositions, Deportation, visa
Education
University of California, Berkeley
Economics
University of Illinois College of Law
JD, Law
University of Florida - Fredric G. Levin College of Law
Master of Laws (LLM), Taxation
Dorothy Herron's Andersen Tax Experience December 2013 - Present
Job Executive Assistant at Andersen Tax LLC
Industry Executive Office
Experience
Andersen Tax December 2013 - Present
Deloitte Tax LLP December 1996 - November 2013
Coopers & Lybrand LLC 1983 - 1988
Skills
Office Management, Microsoft Office, Travel Arrangements, Outlook, Administrative..., Spreadsheets, PowerPoint, Microsoft Excel, Calendars, Calendaring, Administrative...
Education
The Ohio State University
Master's degree, Humanities, Magna cum laude
University - Jackson State University
Bachelor's degree, Social Science & History, Magna cum laude
Andersen Tax December 2013 - Present
Deloitte Tax LLP December 1996 - November 2013
Coopers & Lybrand LLC 1983 - 1988
Skills
Office Management, Microsoft Office, Travel Arrangements, Outlook, Administrative..., Spreadsheets, PowerPoint, Microsoft Excel, Calendars, Calendaring, Administrative...
Education
The Ohio State University
Master's degree, Humanities, Magna cum laude
University - Jackson State University
Bachelor's degree, Social Science & History, Magna cum laude
Jennifer Kullas's Andersen Tax Experience August 2014 - Present
Job Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax August 2014 - Present
VITA December 2011 - January 2014
University of Connecticut School of Law Low Income Tax Clinic June 2012 - August 2013
Polsky & Associates LTD January 2011 - August 2011
University of Chicago January 2010 - June 2010
University of Chicago Divinity School August 2008 - June 2010
University of Chicago Jewish Studies Workshop August 2008 - June 2010
Saint Michael's College August 2004 - June 2006
Saint Michael's College August 2004 - April 2006
Barnstable Recreation Department June 1999 - September 2003
Skills
Editing, Research, Proofreading, Microsoft Office, Microsoft Excel, Legal Writing, Westlaw, Legal Research, Legal Assistance, Courts, Policy Analysis
Education
University of Connecticut School of Law 2011 — 2014
J.D., Tax Law/Taxation
The University of Chicago 2008 — 2010
M.A., Religious Studies
Saint Michael's College 2004 — 2008
B.A., Philosophy and Religious Studies
Andersen Tax August 2014 - Present
VITA December 2011 - January 2014
University of Connecticut School of Law Low Income Tax Clinic June 2012 - August 2013
Polsky & Associates LTD January 2011 - August 2011
University of Chicago January 2010 - June 2010
University of Chicago Divinity School August 2008 - June 2010
University of Chicago Jewish Studies Workshop August 2008 - June 2010
Saint Michael's College August 2004 - June 2006
Saint Michael's College August 2004 - April 2006
Barnstable Recreation Department June 1999 - September 2003
Skills
Editing, Research, Proofreading, Microsoft Office, Microsoft Excel, Legal Writing, Westlaw, Legal Research, Legal Assistance, Courts, Policy Analysis
Education
University of Connecticut School of Law 2011 — 2014
J.D., Tax Law/Taxation
The University of Chicago 2008 — 2010
M.A., Religious Studies
Saint Michael's College 2004 — 2008
B.A., Philosophy and Religious Studies
Eleni Sakkos Kalogiannis's Andersen Tax Experience January 2007 - Present
Job Tax Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2007 - Present
The Hain Celestial Group June 2006 - December 2006
Gus Skoufis & Co. January 2005 - December 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Advisory, Accounting, Tax, Tax Accounting, Tax Preparation, International Tax, Tax Law, CPA, Partnership Taxation, State Tax, Financial Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
Masters, Taxation
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelors, Accounting
Andersen Tax January 2007 - Present
The Hain Celestial Group June 2006 - December 2006
Gus Skoufis & Co. January 2005 - December 2005
Skills
Tax Research, Corporate Tax, Income Tax, Tax Advisory, Accounting, Tax, Tax Accounting, Tax Preparation, International Tax, Tax Law, CPA, Partnership Taxation, State Tax, Financial Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2007
Masters, Taxation
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelors, Accounting
John Kenderski's Andersen Tax Experience May 2011 - Present
Job Valuation Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
Andersen Tax May 2011 - Present
Javelin Strategy &
FXCM Inc. 2007 - 2008
US Navy 2000 - 2005
Skills
Accounting, Capital IQ
Education
University of California, Berkeley 2007 — 2009
B.A., Economics
BDO USA, LLP August 2015 - Present
Andersen Tax May 2011 - Present
Javelin Strategy &
FXCM Inc. 2007 - 2008
US Navy 2000 - 2005
Skills
Accounting, Capital IQ
Education
University of California, Berkeley 2007 — 2009
B.A., Economics
Phil Tsui's Andersen Tax Experience July 2014 - Present
Job Senior Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax July 2014 - Present
WTAS August 2012 - June 2014
WTAS June 2011 - October 2011
Towers Watson July 2010 - August 2010
Skills
Partnership Taxation, Tax, Tax Accounting, Tax Research, Tax Law
Education
University of California, Hastings College of the Law 2009 — 2012
Doctor of Law (J.D.) with Tax Concentration
University of California, Riverside 2005 — 2008
BA, Political Science & Economics
Andersen Tax July 2014 - Present
WTAS August 2012 - June 2014
WTAS June 2011 - October 2011
Towers Watson July 2010 - August 2010
Skills
Partnership Taxation, Tax, Tax Accounting, Tax Research, Tax Law
Education
University of California, Hastings College of the Law 2009 — 2012
Doctor of Law (J.D.) with Tax Concentration
University of California, Riverside 2005 — 2008
BA, Political Science & Economics
Di Meng, CPA's Andersen Tax Experience August 2013 - March 2015
Job Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2015 - Present
Andersen Tax August 2013 - March 2015
College of William and Mary September 2012 - May 2013
Virginia Global Asset Management, LLC June 2012 - August 2012
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, Tax, Microsoft Word, PowerPoint, Microsoft Office, Stata
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master of Arts (M.A.), Accounting
The College of William and Mary 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.5
Fannie Mae March 2015 - Present
Andersen Tax August 2013 - March 2015
College of William and Mary September 2012 - May 2013
Virginia Global Asset Management, LLC June 2012 - August 2012
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, Tax, Microsoft Word, PowerPoint, Microsoft Office, Stata
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master of Arts (M.A.), Accounting
The College of William and Mary 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.5
Chris Abraham's Andersen Tax Experience 2005 - 2007
Job Chief Investment Officer at CVA Investment Management, LLC
Industry Investment Management
Experience
Ariel Investments 2012 - 2012
NWQ Investment Management Company, LLC 2007 - 2011
Andersen Tax 2005 - 2007
Intel Corporation 2004 - 2004
Mercer - Investments 2003 - 2004
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Equity Research, Finance, Asset Management
Education
The University of Chicago - Booth School of Business
MBA
University of California, Los Angeles
Ariel Investments 2012 - 2012
NWQ Investment Management Company, LLC 2007 - 2011
Andersen Tax 2005 - 2007
Intel Corporation 2004 - 2004
Mercer - Investments 2003 - 2004
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Equity Research, Finance, Asset Management
Education
The University of Chicago - Booth School of Business
MBA
University of California, Los Angeles
Jessica Oh's Andersen Tax Experience June 2015 - Present
Job Student at UCLA
Industry Accounting
Experience
Andersen Tax June 2015 - Present
Education
University of California, Los Angeles 2011 — 2015
Business/Managerial Economics, Bachelor’s Degree
Andersen Tax June 2015 - Present
Education
University of California, Los Angeles 2011 — 2015
Business/Managerial Economics, Bachelor’s Degree