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
Mamie Gupta Mamie Gupta San Francisco Bay Area Details
Mamie Gupta's Andersen Tax Experience 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax   2006 - Present
KPMG LLP - San Francisco   2002 - 2006

Skills
Tax, Accounting, Tax Compliance, High net worth..., Stock options, Divorce tax planning, Estate tax planning, Inheritance tax planning, Estate Tax Planning, High Net Worth..., Income Tax, Tax Preparation, Corporate Tax, Tax Research, Inheritance Tax Planning, Tax Accounting, Financial Analysis, Entrepreneurship, Due Diligence, Stocks, Financial Reporting

Education
Lowell

NDV

University of San Francisco
BSBA, Accounting

Alex Ballinger Alex Ballinger Urbana-Champaign, Illinois Area Details
Alex Ballinger's Andersen Tax Experience July 2015 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   July 2015 - Present
University of Illinois at Urbana-Champaign  August 2014 - May 2015
Andersen Tax / WTAS   June 2014 - August 2014
Internal Revenue Service  February 2014 - April 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Accounting, Tax, Microsoft Word

Education
University of Illinois at Urbana-Champaign   2014 — 2015
Master of Accounting Science, Accounting

University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science (B.S.), Accounting

Jenny Mui Jenny Mui Urbana-Champaign, Illinois Area Details
Jenny Mui's Andersen Tax Experience June 2014 - August 2014
Job Accounting student
Industry Accounting
Experience
University of Illinois at Urbana-Champaign  August 2013 - Present
Andersen Tax   June 2014 - August 2014

Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Accounting, Microsoft Office, Teamwork, PowerPoint, Leadership, Mentoring, Social Media

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Accounting, Senior

Anna Borris Anna Borris Seattle, Washington Details
Anna Borris's Andersen Tax Experience July 2014 - Present
Job Associate State and Local Tax at Andersen Tax
Industry
Experience
Andersen Tax   July 2014 - Present
Walgreens  October 2012 - June 2014
UW Entrepreneurial Law Clinic   June 2012 - May 2013
Professor Sean M. O'Connor   June 2012 - September 2012
Senator Daniel K. Inouye   May 2011 - August 2011
Representative Scott Y. Nishimoto   January 2011 - May 2011
Brian Schatz for Lieutenant Governor   June 2010 - November 2010
Representative Ryan I. Yamane   January 2010 - April 2010
Democratic Party of Hawaii   2007 - 2010
Senator Brian T. Taniguchi   January 2009 - May 2009

Skills
Event Planning, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Research, Legal Writing, Legal Research, International Relations, Legislative Relations, Politics, Strategy, Management, Corporate Law, Legislation, Government, Policy

Education
University of Washington School of Law   2013 — 2015
Master of Laws (LL.M.), Taxation

University of Washington School of Law   2011 — 2014
Doctor of Law (JD), Law, Business and Entrepreneurship

University of Hawaii at Manoa   2007 — 2010
Bachelor of Arts (B.A.), Political Science

Voorhees High School

Kristen Strauss Kristen Strauss Urbana-Champaign, Illinois Area Details
Kristen Strauss's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   July 2014 - Present
Andersen Tax   June 2013 - August 2013

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor's Degree, Accounting and Business/Management

Daniel Johnson Daniel Johnson Greater Los Angeles Area Details
Daniel Johnson's Andersen Tax Experience July 2015 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax   July 2015 - Present
Andersen Tax   July 2013 - Present
Andersen Tax   June 2011 - June 2013

Skills
Tax Compliance, Tax Research, Partnership Taxation, CPA, IRS, US GAAP, Tax Law, Tax Advisory, Microsoft Excel, Microsoft Office, Tax, Financial Accounting, PowerPoint, Finance, Financial Reporting, Financial Modeling, Due Diligence

Education
University of Florida - Warrington College Of Business   2010 — 2011
Master (M.Acc.), Accounting

University of Florida - Warrington College Of Business   2005 — 2009
Bachelor of Science (B.S.), Accounting

Ni Zhuo Ni Zhuo Houston, Texas Details
Ni Zhuo's Andersen Tax Experience January 2015 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   January 2015 - Present

Skills
Microsoft Excel, QuickBooks

Education
University of Houston   2012 — 2014
Bachelor's degree, Accounting

Jessica Q. Lee Jessica Q. Lee Chicago, Illinois Details
Jessica Q. Lee's Andersen Tax Experience April 2013 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax   April 2013 - Present
Chicago Chinatown Chamber of Commerce  2012 - 2013
KPMG  2011 - 2012
Ernst & Young  July 2010 - October 2011
Walgreens  June 2009 - August 2009
EY  January 2009 - May 2009

Education
University of Illinois at Urbana-Champaign - College of Business   2013 — 2014
Master's Degree, Taxation, 3.6/4.0 GPA

University of Illinois at Urbana-Champaign - College of Business   2006 — 2010
Bachelors, Accountancy, 3.5/4.0 GPA

Whitney Young High School   2002 — 2006

Jacklyn Lee Jacklyn Lee Los Angeles, California Details
Jacklyn Lee's Andersen Tax Experience July 2012 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   July 2012 - Present

Skills
Tax Research, International Tax, Tax Accounting, Tax, Corporate Tax, Partnership Taxation, QuickBooks, Financial Analysis, CPA, Tax Advisory, Tax Returns, Tax Preparation, Income Tax, ProSystem fx Tax, Tax Law

Education
University of Southern California   2011 — 2012
Master of Business Taxation

University of Southern California - Marshall School of Business   2011 — 2012
MBT, Business Taxation

University of Hawaii at Manoa   2008 — 2010
Bachelor of Business Administration (BBA), Finance and International Business

Ian Perchik Ian Perchik Miami/Fort Lauderdale Area Details
Ian Perchik's Andersen Tax Experience May 2014 - June 2014
Job Vice President at Remates Miami
Industry Real Estate
Experience
Remates Miami   September 2012 - Present
Andersen Tax   May 2014 - June 2014
Fisher Island Magazine   April 2013 - June 2013
Finity Events   August 2007 - May 2013
University of Miami  October 2012 - April 2013

Skills
Microsoft Office, Event Planning, Public Speaking, Social Networking, Team Leadership, Microsoft Excel, Video Production, DJ, Social Media, Multiple Listing Service, QuickBooks, Facebook, Photoshop, Illustrator, InDesign, Brazilian Portuguese, Spanish, Minitab, Leadership, Research, PowerPoint, Event Management, Fundraising, Microsoft Word

Education
University of Miami - School of Business   2012 — 2016
Bachelor’s Degree, Accounting, Senior

Cypress Bay High School   2008 — 2012

Scott Beauchene Scott Beauchene Greater Seattle Area Details
Scott Beauchene's Andersen Tax Experience August 2012 - Present
Job Managing Director, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax   August 2012 - Present
Strategic Value Group, LLC   July 2010 - July 2012
Grant Thornton  April 2005 - July 2010
Kroll, Inc.   July 2002 - March 2005
Arthur Andersen  September 1996 - June 2002
Willamette Management Associates  1990 - 1996

Skills
Valuation, Intangible Assets, Equity compensation, Fair value reporting, Financial Reporting, Financial Modeling, Mergers, Financial Analysis, Purchase Price..., DCF, Litigation Support, Equity Valuation, Private Equity, SEC filings, Venture Capital, Strategic Financial..., Fair Value, Mergers & Acquisitions, Equities, Management Consulting, Financial Services, Corporate Tax, Financial Advisory, CPA, Appraisals, Leadership, Analysis, Acquisitions, Estate Tax Planning, M&A experience, Economics

Education
University of Oregon - Charles H. Lundquist College of Business   1986 — 1990
Bachelor of Arts (BA), Finance, General

Jessica Hawn Jessica Hawn Winona Lake, Indiana Details
Jessica Hawn's Andersen Tax Experience January 2015 - Present
Job Sr. Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax   January 2015 - Present
Deloitte  August 2013 - January 2015
Deloitte  May 2010 - August 2013
Zimmer  September 2008 - May 2010
Deloitte  September 2007 - September 2008
Deloitte  September 2005 - September 2007

Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Tax Advisory, CPA, Accounting, Income Tax, Financial Reporting, Due Diligence, US Tax

Education
University of Illinois at Urbana-Champaign   2004 — 2005
Masters of Science (M.S.), Taxation

University of Illinois at Urbana-Champaign   2000 — 2004
Bachelor's of Science, Accounting

Patricia Cooper Patricia Cooper West Palm Beach, Florida Area Details
Patricia Cooper's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax   July 2002 - Present
Arthur Andersen  June 1989 - July 2002

Education
University of Florida   1983 — 1989
Masters, Accounting

Kaitlin Nolan Kaitlin Nolan Miami/Fort Lauderdale Area Details
Kaitlin Nolan's Andersen Tax Experience June 2014 - August 2014
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC  June 2015 - August 2015
Andersen Tax   June 2014 - August 2014
Revenue Guard, Inc.   June 2013 - August 2013

Skills
Tax, Tax Preparation, Invoicing, Account Reconciliation, Microsoft Excel, PowerPoint, Social Media, Data Entry, Facebook, Microsoft Office, Microsoft Word

Education
University of Miami   2012 — 2016
Bachelor of Business Administration (BBA), Accounting

David G. Bollis David G. Bollis Houston, Texas Details
David G. Bollis's Andersen Tax Experience July 2002 - Present
Job Director at Andersen Tax, CPA, CFP
Industry Accounting
Experience
Andersen Tax   July 2002 - Present
Arthur Andersen  July 2001 - July 2002
Northwestern Mutual  June 1999 - June 2001

Skills
Income Tax Planning, Wealth Transfer Planning, Investment Advisory, Tax, Financial Planners, Strategic Financial..., CPA, High Net Worth..., Estate Tax Planning, Partnership Taxation, Tax Research, Tax Advisory, Tax Accounting, Corporate Tax, Gift Tax, Trusts, Income Tax, Finance, Wealth

Education
University of Miami - School of Business   1999 — 2001
MBA, Specialization in Personal Financial Planning

University of Miami - School of Business   1999 — 2001
MS, Masters of Science in Taxation

University of Miami - School of Business   1996 — 1999
BA, International Finance & Marketing

Keegan Stroup Keegan Stroup Washington D.C. Metro Area Details
Keegan Stroup's Andersen Tax Experience September 2014 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax   September 2014 - Present
WTAS  April 2010 - August 2014
WTAS, Inc., a subsidiary of HSBC   2002 - 2007
Arthur Andersen  1993 - 2002
Ernst & Young  1998 - 1999

Skills
Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Tax, Accounting, Private Equity, Strategic Planning, Financial Modeling, Investments, Corporate Tax, Finance, Financial Reporting, Valuation, Business Strategy, Corporate Finance, Auditing, Income Tax, Tax Preparation, Tax Advisory

Education
University of North Carolina at Chapel Hill   1987 — 1991
Bachelor of Science (BS), English

Jeremey White Jeremey White Charlotte, North Carolina Details
Jeremey White's Andersen Tax Experience June 2014 - August 2014
Job Finance Management Associate
Industry Financial Services
Experience
Bank of America  June 2015 - Present
RuffaloCODY  January 2012 - May 2015
Andersen Tax   June 2014 - August 2014
Pacific Trade International-Chesapeake Bay Candle  May 2013 - August 2013
Pacific Trade International-Chesapeake Bay Candle  May 2012 - August 2012

Skills
Financial Modeling, Programming, Visual Basic, C++, Finance, Microsoft Excel, Web Design, Windows, Management, Graphic Design, Microsoft Office

Education
University of Miami   2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior

Brian Hagerty Brian Hagerty San Francisco, California Details
Brian Hagerty's Andersen Tax Experience August 2008 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax   August 2008 - Present
University of Michigan  November 2003 - May 2007

Skills
Federal and State..., Tax Compliance and..., Individual Income Tax, Gift and Estate Tax..., Family Wealth Planning, Income Tax, Stock Options & QSBS, Wealth Management..., Trusts, High Net Worth..., Tax, Corporate Tax, Tax Accounting, Financial Analysis

Education
USC   2007 — 2008
Masters, Taxation

University of Michigan   2003 — 2006
B.S., Econ/Math

Jennifer Stone Jennifer Stone Washington D.C. Metro Area Details
Jennifer Stone's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax   July 2002 - Present
Arthur Andersen  2000 - 2002
Klausner Dubinsky + Associates   December 1998 - December 2000
Liptz & Roberts, Chartered, CPAs   May 1996 - December 1998
Reitburger, Pollekof & Kozak   June 1995 - April 1996
Stars and Stripes  1992 - 1995

Skills
Tax, Income Tax, Tax Research, Tax Accounting

Education
University of Maryland - Robert H. Smith School of Business   2006 — 2007
Masters, Accounting

University of Maryland College Park   1991 — 1995
Bachelors, Accounting

Bowie High School   1987 — 1991

Nicole Bradshaw Nicole Bradshaw San Francisco Bay Area Details
Nicole Bradshaw's Andersen Tax Experience 2007 - Present
Job Changing Futures by Connecting Talent with Opportunities
Industry Accounting
Experience
Andersen Tax   2007 - Present

Skills
Employee Relations, Recruiting, Applicant Tracking..., Human Resources, Sourcing, Talent Acquisition, Project Coordination, Employer Branding, Data Analysis, HRIS Database Management, Onboarding, QuickBooks, Finance, Analysis, Microsoft Excel, College Recruiting, Employee Benefits, Succession Planning

Education
University of Phoenix
Bachelor of Science (B.S.), Management

Paul Nation Paul Nation Greater Chicago Area Details
Paul Nation's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax   July 2014 - Present
Andersen Tax   June 2013 - August 2013
Chase  December 2011 - February 2013
First National Bank of Barry   June 2011 - November 2011

Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Accounting, Bloomberg, Research, Data Analysis, Corporate Tax, English, Financial Reporting, Tax Accounting, Financial Accounting, Tax

Education
University of Illinois at Urbana-Champaign   2013 — 2014
Master's degree, Accounting

University of Illinois   2009 — 2013
Bachelor's degree, Accounting

Jim Raaf Jim Raaf Greater Chicago Area Details
Jim Raaf's Andersen Tax Experience June 2010 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax   June 2010 - Present
Harris myCFO  June 2006 - April 2010
Deloitte Tax LLP  May 2002 - June 2006
Arthur Andersen LLP  July 1981 - May 2002

Skills
High Net Worth..., Tax, Private Equity, Family Office, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Wealth Management, Fund Of Funds, Mergers & Acquisitions, Wealth Management..., Corporate Tax, Due Diligence, Tax Research, Estate Planning, Tax Advisory, Trusts, Estate Tax Planning, CPA

Education
University of Notre Dame   1977 — 1981
BBA, Accounting

Abigail (Abby) Melia Abigail (Abby) Melia Hingham, Massachusetts Details
Abigail (Abby) Melia's Andersen Tax Experience January 2015 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   January 2015 - Present

Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Time Management, Customer Service, Teamwork, Social Networking, Leadership, Management

Education
University of Massachusetts Boston   2013 — 2014

Zach Perry, CPA Zach Perry, CPA Greater New York City Area Details
Zach Perry, CPA's Andersen Tax Experience June 2012 - August 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC  July 2014 - Present
PwC  June 2013 - August 2013
Andersen Tax   June 2012 - August 2012
Buchbinder Tunick & Company LLP  May 2011 - August 2011

Skills
Microsoft Office, Excel, Word, RIA Checkpoint, GoFileRoom, ProSystems fx Tax, ProSystems fx Engagement, Microsoft Excel, Microsoft Word, RIA, Tax Preparation, Tax, Internal Controls, Financial Statements, Account Reconciliation, Analysis, Financial Accounting, International Tax, Cash Flow

Education
University of Miami - School of Business   2013 — 2014
MAcc, Assurance

University of Miami   2009 — 2013
BSBA, Accounting

Vienna University of Economics and Business Administration   2012 — 2012
International Business

Robert Valek Robert Valek Dallas/Fort Worth Area Details
Robert Valek's Andersen Tax Experience May 2015 - Present
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax   May 2015 - Present
Anthony Travel, Inc.   May 2014 - August 2014

Education
University of Notre Dame   2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting

Bryan Larm Bryan Larm Greater New York City Area Details
Bryan Larm's Andersen Tax Experience June 2015 - August 2015
Job Graduate Student at University of New Hampshire
Industry Accounting
Experience
Becker Professional Education  August 2015 - Present
Andersen Tax   June 2015 - August 2015
Cash Coalition of New Hampshire   January 2014 - April 2015
Andersen Tax   June 2014 - August 2014
G.H. Bass & Co.   May 2010 - May 2014
Jack Conway & Co., Inc.   September 2010 - June 2011

Skills
Customer Service, Accounting, Time Management, Teamwork, Customer Satisfaction, Tax Preparation, Organization, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, CCH ProSystem fx, Multi Tasking, Microsoft Publisher, Retail Sales, Cash Register, Customer Support, Loss Prevention, Public Speaking, Tax, Social Media, Management

Education
University of New Hampshire   2015 — 2016
Master’s Degree, Accounting

University of New Hampshire   2011 — 2015
Bachelor’s Degree, Business Administration - Accounting & Finance, GPA: 3.56

Mansfield High School   2007 — 2011
GPA: 3.40

David Kris David Kris West Palm Beach, Florida Details
David Kris's Andersen Tax Experience June 2015 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   June 2015 - Present
University of Florida  August 2013 - May 2015
Andersen Tax   May 2014 - July 2014
University of Florida  August 2011 - May 2013

Skills
Delegation, Tax Research, Microsoft Excel

Education
University of Florida   2010 — 2015
Master's Degree, Accounting

Allison LeShaw Allison LeShaw Greater New York City Area Details
Allison LeShaw's Andersen Tax Experience 2005 - Present
Job Executive Assistant at Andersen Tax
Industry Financial Services
Experience
Andersen Tax   2005 - Present
Edgar Middle School   2004 - 2005
Tangles Hair Salon  2003 - 2005

Skills
MS Office Suite, Excel, PowerPoint, Outlook, Microsoft Word, Access, Administrative..., Accounting, Microsoft Office, Financial Analysis, QuickBooks, Financial Reporting, Event Planning, Customer Service, Tax Accounting, Corporate Tax, Tax, Microsoft Excel

Education
University of Massachusetts, Amherst   1998 — 2002
BA, Communications

Peter Speranza Peter Speranza Chicago, Illinois Details
Peter Speranza's Andersen Tax Experience January 2015 - Present
Job Tax Consultant at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax   January 2015 - Present
Andersen Tax   May 2013 - December 2014
Internal Revenue Service  May 2012 - August 2012

Education
University of Illinois at Urbana-Champaign - College of Business   2012 — 2013
Master of Science (MS), Accounting

University of Illinois at Urbana-Champaign   2008 — 2012
Bachelor of Science (BS), Accounting

Patrick Vorwerck Patrick Vorwerck United States Details
Patrick Vorwerck's Andersen Tax Experience June 2015 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   June 2015 - Present
WTAS  June 2014 - August 2014
Haynie & Company  June 2013 - August 2013
WR Hambrecht + Co  June 2012 - July 2012
ETF Trends  April 2011 - August 2011

Skills
Microsoft Office, Lacerte, Tax Returns, PowerPoint, Analysis, Financial Accounting

Education
University of Southern California   2010 — 2014
Accounting, Business

Sandra Snyder Sandra Snyder Houston, Texas Area Details
Sandra Snyder's Andersen Tax Experience August 2013 - November 2014
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   August 2013 - November 2014
E. M. Bossin & Company, P.C.   July 2004 - July 2013
Tilley Development Corporation & Deboben Managemnet Company   August 1999 - July 2004
American Red Cross  May 1991 - August 1994
Suniland Furniture Company   April 1989 - May 1991
Huffco Petroleum, Inc.   June 1986 - March 1989

Skills
Tax, Corporate Tax, Accounting, QuickBooks, Tax Preparation

Education
University of Houston-Downtown   2014 — 2016
Master's Degree, Finance

University of Houston, C.T. Bauer College of Business   1999 — 2003
BS, Accounting

Claire Yan Claire Yan Washington D.C. Metro Area Details
Claire Yan's Andersen Tax Experience November 2014 - Present
Job Executive Assistant at Andersen Tax
Industry Writing and Editing
Experience
Andersen Tax   November 2014 - Present
Andersen Tax   January 2014 - November 2014
Warren Communications News, Inc.   June 2013 - September 2013
WTOP News Radio - Bonneville International  June 2012 - August 2012
Her Campus  April 2011 - May 2012
University of Maryland  December 2009 - May 2012

Skills
Journalism, Music Journalism, News Writing, Social Media, Digital Media, Editing, Data Research, Blogging, Newspapers, Legal Writing, Facebook, Social Networking, Web Content

Education
University of Maryland College Park   2009 — 2013
Bachelor of Arts (B.A.), Print Journalism

The American University of Rome   2012 — 2012
Semester Study Abroad

Ramsey High School   2005 — 2009
High School

Josh Joseph Josh Joseph Greater Chicago Area Details
Josh Joseph's Andersen Tax Experience 2008 - 2010
Job Business Development at Avant
Industry Financial Services
Experience
Avant  September 2014 - Present
Wells Fargo Securities  January 2011 - August 2014
Andersen Tax   2008 - 2010

Skills
Corporate Finance, Financial Modeling, Structured Finance, Valuation, Finance, Competitive Analysis, Investment Banking, Data Analysis, Business Strategy, Securitization, Financial Analysis, Capital Markets, Fixed Income, Due Diligence

Education
University of Florida   2007 — 2010
Bachelor of Science in Business Administration, Finance

Shannon Hogan, CPA Shannon Hogan, CPA West Palm Beach, Florida Area Details
Shannon Hogan, CPA's Andersen Tax Experience November 2014 - August 2015
Job CFO/Tax Manager at Aberdeen, Inc.
Industry Accounting
Experience
Aberdeen, Inc.   August 2015 - Present
Andersen Tax   November 2014 - August 2015
Andersen Tax   August 2011 - November 2014
Ernst & Young  October 2009 - July 2011
Protiviti  April 2008 - August 2008

Skills
Tax, Corporate Tax, Internal Audit, Tax Accounting, CPA, GAAP, Income Tax, Tax Preparation, SEC filings, Financial Accounting, Partnership Taxation, Accounting

Education
University of Florida
Master, Accounting

Eric Sanders, CFP® Eric Sanders, CFP® Washington D.C. Metro Area Details
Eric Sanders, CFP®'s Andersen Tax Experience September 2014 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax   September 2014 - Present
WTAS LLC  December 2007 - August 2014
Wealth Tax Advisory Services, Inc. (WTAS) Member HSBC   January 2006 - December 2007

Skills
Portfolio Management, Tax, Financial Planning, Income Tax, Investments, Preparation, Accounting, Individual Taxation, Estate Planning, Retirement Planning, Tax Compliance, Asset Allocation, Tax Accounting, Wealth Management, Asset Management, Retirement, Valuation, Inheritance Tax Planning, Federal Tax

Education
University of Maryland College Park   2002 — 2006
B.S., Finance

South Carroll High School   1998 — 2002
High School

Efi Avigdor Efi Avigdor Greater New York City Area Details
Efi Avigdor's Andersen Tax Experience January 1999 - Present
Job Tax Planning for High Net Worth Individuals
Industry Accounting
Experience
Andersen Tax   January 1999 - Present

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

University of Pennsylvania
Ba, Economics

Danny Roseth Danny Roseth Chicago, Illinois Details
Danny Roseth's Andersen Tax Experience January 2013 - February 2015
Job CPA at H.D. Roseth & Associates., Ltd.
Industry Accounting
Experience
H.D. Roseth & Assoc., Ltd.   August 2015 - Present
Andersen Tax   January 2013 - February 2015
Ernst & Young  October 2009 - January 2013

Skills
Financial Reporting, Accounting, CPA, Corporate Tax, GAAP, Internal Controls, Tax, US GAAP, Financial Accounting, Income Tax, Microsoft Excel, Tax Preparation, Tax Accounting, Auditing, Financial Analysis

Education
University of Illinois at Urbana-Champaign   2004 — 2008
MAS, Accountancy

Carolyn Kahn Carolyn Kahn Greater Chicago Area Details
Carolyn Kahn's Andersen Tax Experience July 2009 - April 2015
Job Tax Manager Private Client Services at Andersen Tax
Industry Accounting
Experience
Financial Investments Corporation   April 2015 - Present
Andersen Tax   July 2009 - April 2015

Skills
Gift Tax, CPA, Income Tax, Tax Preparation, Tax, Estate Tax Planning, Tax Law, International Tax, Tax Returns, Estate Planning, QuickBooks, Mergers, Due Diligence, SEC filings, Internal Controls, High Net Worth..., Financial Statements, Strategic Financial..., GAAP, Consolidation, Financial Accounting, Trusts, Financial Analysis, Tax Advisory, Financial Statement..., US GAAP, Mergers & Acquisitions, Financial Planning

Education
University of Illinois at Urbana-Champaign   2008 — 2009
Master, Accountancy

University of Illinois at Urbana-Champaign - College of Business   2004 — 2008
Bachelor, Accountancy

Reginauld Raglin Reginauld Raglin Houston, Texas Area Details
Reginauld Raglin's Andersen Tax Experience July 2014 - April 2015
Job Tax Intern at WTAS
Industry Accounting
Experience
Andersen Tax   July 2014 - April 2015
Patrick B. Padon & Co., P.C   February 2014 - June 2014
McCoy-Rockford  January 2014 - February 2014

Skills
Accounting, Tax, Research, Form 1065, Form 1041, Form 1040, Microsoft Excel, Financial Accounting, Financial Analysis, Financial Reporting, Access, PowerPoint, Microsoft Word, 1120S, Form 990-PF, Lotus 123, GoSystem Tax RS, Microsoft Dynamics, Microsoft Visio, Microsoft Office, Peachtree, QuickBooks, Staff Development, Teamwork, Public Speaking, AutoCAD, Hedberg, English

Education
University of Houston, C.T. Bauer College of Business   2010 — 2014
Bachelor of Business Administration (BBA), Accounting

Pepper Austin Pepper Austin San Francisco Bay Area Details
Pepper Austin's Andersen Tax Experience June 2013 - Present
Job Tax Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax   June 2013 - Present
Golden Gate University  December 2011 - Present
Ernst & Young  August 2010 - June 2013
Andersen Tax fka WTAS   January 2009 - August 2010

Skills
Tax, Tax Research, Tax Law, Tax Advisory, Partnership Taxation, Trusts, Personal Tax Planning, Estate Tax Planning, International Tax, Tax Accounting, Financial Planners, Income Tax, Accounting, Financial Reporting, Tax Preparation, Financial Planning, Financial Analysis

Education
University of California Hastings College of the Law   2006 — 2008
JD, Law

University of San Francisco   2001 — 2004
BA, US Literature & US History

Claire Sullivan Claire Sullivan San Francisco Bay Area Details
Claire Sullivan's Andersen Tax Experience August 2013 - June 2015
Job Associate Attorney at Delagnes, Linder & Duey, LLP
Industry Law Practice
Experience
Delagnes, Linder & Duey, LLP   June 2015 - Present
Andersen Tax   August 2013 - June 2015
Andersen Tax   June 2012 - August 2012
California Court of Appeals, Justice Timothy Reardon   May 2011 - July 2011
Morrison & Foerster LLP  July 2008 - July 2010
Severson & Werson  May 2007 - August 2007

Skills
Legal Writing, Legal Research

Education
University of San Francisco School of Law   2010 — 2013
Doctor of Law (J.D.), Cum Laude

University of Southern California   2004 — 2008
B.A, Economics

Saint Ignatius College Preparatory   2000 — 2004

Aubrey Morris Aubrey Morris Greater New York City Area Details
Aubrey Morris's Andersen Tax Experience January 2012 - Present
Job Senior Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   January 2012 - Present

Education
University of Miami School of Law   2010 — 2011
LL.M., Estate Planning

University of Florida   2007 — 2010
J.D.

University of Florida   2003 — 2007
B.A., History

Ben Patterson-Weber Ben Patterson-Weber West Palm Beach, Florida Details
Ben Patterson-Weber's Andersen Tax Experience May 2015 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax   May 2015 - Present
University of Florida  March 2014 - May 2015
University of Florida Men's Rugby Club   March 2014 - May 2015
2 College Brothers   May 2013 - August 2014

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Leadership, Research

Education
University of Florida   2013 — 2015
Master of Accounting, Accounting

University of Florida   2010 — 2013
Bachelor's degree, Accounting

Alessandra Pisciotta Alessandra Pisciotta Baltimore, Maryland Area Details
Alessandra Pisciotta's Andersen Tax Experience May 2012 - August 2012
Job Tax Associate at EY
Industry Accounting
Experience
EY  October 2014 - Present
Bel Air Medical Associates   February 2014 - September 2014
EY  June 2013 - August 2013
Andersen Tax   May 2012 - August 2012

Skills
Tax Law, Financial Analysis, Research, Microsoft Excel, Tax

Education
University of Maryland - Robert H. Smith School of Business   2009 — 2013
Bachelor of Science (BS), Accounting and Finance

Fallston High School   2005 — 2009

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