Apercen Partners LLC
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Apercen Partners LLC Employees
Apercen Partners LLC February 2015 - Present
Dealertrack Technologies May 2011 - January 2015
Apercen Partners LLC 2015 - 2015
Apercen Partners LLC 2015 - 2015
Sacramento County Sheriff's Department October 2009 - January 2011
Skills
Active Directory, Windows 7, Troubleshooting, Microsoft Exchange, Help Desk Support, Windows Server, TCP/IP, Technical Support, Operating Systems, Windows, Networking, Windows XP, Computer Hardware, Software Installation, WordPress, Website Development, VMware, Cisco VPN, RSA SecurID, RSA Tokens, Remote Troubleshooting, Remote Access, Remote Monitoring, Online Help, Cable Management, Cabling, Illustrator, Vector Illustration, Virus Removal, Windows System..., Windows Sharepoint..., Windows support, Windows Security, Mac OS, Maintenance & Repair, Websense, Hyper-V, Security Patch..., Patchlink, Ticketing Systems, Microsoft Office, Software Documentation, Kofax, RightFax
Education
Heald College-Rancho Cordova 2009 — 2011
Associate of Arts and Sciences (AAS), Information Technology/ Network Security
Apercen Partners LLC April 2015 - Present
WIN Home Inspection August 2014 - April 2015
Intuit 2011 - 2013
Hammes Company 2008 - 2009
Motorola Mobility January 2000 - June 2001
Skills
Microsoft Office, Microsoft Project, Visio, AutoCAD Architecture, SketchUp, automated testing..., SaaS, Customer Service, MS Project, Online Research, Leadership, Quality Assurance, Project/Product..., Project Management, PMP, Cross-functional Team..., Testing, Analysis, Program Management, Account Management, Sales, Training, Management, CRM
Education
Southern New Hampshire University 2011 — 2013
Master of Business Administration (MBA), Project Management
Stonehill College 1994 — 1998
Bachelor of Science (B.S.), Biology, General
Ernst & Young LLP September 2014 - Present
Apercen Partners LLC June 2013 - September 2013
Skills
Accounting, Leadership, PowerPoint, Microsoft Excel, Tax consulting, Financial Analysis, Auditing, Finance, Management, Valuation, Financial Modeling, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science, Financial Accounting
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science, Economics
Junipero Serra High School 2005 — 2009
Apercen Partners LLC June 2014 - Present
Provident Financial Management March 2009 - May 2014
Deloitte Tax LLP September 2007 - March 2009
PricewaterhouseCoopers LLP June 2006 - August 2006
Skills
ProSystem fx Tax, Datafaction, CCH Intelliconnect, BNA Income Tax, Superforms, GoSystems, Income Tax, Tax Accounting, Accounting, Tax Preparation, Tax Returns, Corporate Tax, Partnership Taxation, High Net Worth..., Tax
Education
University of Southern California 2005 — 2007
Bachelor of Science (B.S.), Accounting
Apercen Partners LLC May 2014 - August 2014
Mission Economic Development Agency December 2013 - May 2014
Academy of Art University January 2012 - August 2013
American University of Health Sciences June 2011 - December 2011
Skills
Student Counseling, Higher Education, Public Relations, Event Planning, Student Affairs, Leadership Development, Customer Service, Public Speaking, Event Management, PeopleSoft, Portfolio Management, Project Management, Business Development, Recruiting, Interviews, Editing, Leadership
Education
Golden Gate University 2013 — 2014
Master's Degree, Taxation
Fort Hays State University 2009 — 2011
Master of Higher Education Administration, Student Affairs and Counseling, 3.92
Fort Hays State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), International Business and Trade (Minor Business Management)
Apercen Partners LLC August 2015 - Present
Cal Poly Corporation October 2012 - June 2015
Apercen Partners LLC January 2015 - March 2015
Apercen Partners LLC June 2014 - August 2014
Skills
GoSystems, BNA Income Tax Planner, Microsoft Office, Peachtree, Sage 50 (Peachtree), Minitab
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Master of Science (MS), Accounting - Tax Specialization
Cal Poly San Luis Obispo 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Washington High School 2007 — 2011
High School Diploma
El Dorado Hills Fire Department July 2015 - Present
Apercen Partners LLC March 2015 - Present
UC Davis Health System February 2012 - March 2015
Covanta Energy October 2008 - January 2012
Dana Corporation March 2007 - October 2008
Ernst & Young, LLP January 2005 - March 2007
Skills
Forecasting, Sarbanes-Oxley Act, Project Management, Analysis, Accounting, Auditing, Account Reconciliation
Education
University of Southern California
Master, Accounting
University of Southern California
Bachelor of Science, Accounting
Apercen Partners LLC August 2013 - Present
StartOut 2013 - Present
Deloitte Tax LLP June 2005 - July 2013
First Graduate January 2001 - December 2002
myCFO, Inc May 2000 - February 2002
Arthur Andersen LLP September 1991 - April 2000
Skills
S Corporations, High Net Worth..., Income Tax, Financial Planners, Cash Flow, Partnership Taxation, Tax, Accounting, Tax Preparation
Education
Golden Gate University 2011 — 2015
Master of Science (M.S.), Taxation, High Honors
California State University-Long Beach - College of Business Administration 1987 — 1991
Bachelors of Science, Accountancy
Lending Club May 2014 - Present
Cypress HCM March 2013 - May 2014
Cypress HCM February 2012 - March 2013
BV Capital June 2011 - December 2011
Apercen Partners LLC January 2010 - June 2011
MassMutual Financial Group June 2009 - November 2009
Skills
Applicant Tracking..., Staffing Services, Recruiting, Technical Recruiting, Internet Recruiting, Talent Acquisition, Cold Calling, College Recruiting, Contract Recruitment, Screening Resumes, Personnel Management, Sourcing, Executive Search, Human Resources, Taleo, Benefits Negotiation, Temporary Placement, Social Networking, Resume Writing, Onboarding, Sales, Permanent Placement, Information Technology, Interviews, Screening, CRM, Talent Management, Staff Augmentation, Building Relationships, Business Development, PeopleSoft, Salesforce.com, Vendor Management, Networking, SDLC, Leadership, Management, Consulting, Lead Generation, Account Management, Training, SaaS
Education
Saint Mary's College of California 2005 — 2009
BS, Psychology
Apercen Partners LLC August 2013 - Present
Bandy & Associates Accountancy Corporation June 2012 - April 2013
Skills
Accounting
Education
California State University-Fresno 2009 — 2013
Bachelor of Science (BS), Business Administration - Emphasis in Accounting
Apercen Partners LLC August 2012 - Present
SynapSense Corporation 2010 - 2012
RCS Technology 2009 - 2010
American River Ventures 2007 - 2010
McDonough Holland & Allen PC, MHA 2005 - 2007
Hewlett-Packard, HP 2003 - 2005
Hewlett Packard Company, HP 1989 - 2003
Deloitte Haskins & Sells 1983 - 1987
Skills
Venture Capital, Corporate Finance, Start-ups, Cleantech, Enterprise Software, Debt Management, Due Diligence, Accounting, CPA, MBA Finance, Cost Accounting, Sales Operations, Budgeting, Business Strategy, Contract Negotiation, Coaching, Fundraising, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Inventory Management, Team Leadership, Strategic Planning, Team Building, Process Improvement, Professional Services, Manufacturing, Budgets, Leadership, Business Development, Mergers & Acquisitions, Risk Management, Finance, Private Equity, Entrepreneurship, Management, Internal Controls, Program Management, Analysis, Executive Management, Auditing, SaaS, US GAAP, Financial Accounting, Corporate Development, SEC filings, Revenue Recognition, Cash Flow, Acquisition Integration
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
Santa Clara University 1979 — 1983
BSC, Accounting
Apercen Partners LLC December 2013 - Present
Apercen Partners LLC August 2011 - December 2013
Skills
Accounting, Tax, Financial Accounting, Tax Preparation, Private Equity, Tax Accounting
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Accounting
Apercen Partners LLC December 2014 - Present
Truex Metier May 2014 - November 2014
Wix.com September 2013 - May 2014
San Bruno Center for Dental Medicine January 2013 - August 2013
Dental Powers September 2010 - January 2013
Standing Against Global Exploitation (S.A.G.E.) Project February 2012 - August 2012
Dr. Titus Tang DDS June 2010 - August 2012
Skills
Public Speaking, Training, Social Networking, Social Media, Customer Service, Event Planning, Creative Writing, Community Outreach, Speech Writing, Public Relations, Time Management, Appointment Scheduling, Office Management, Organizational..., Event Management, Facebook, Recruiting, Sourcing, Microsoft Office
Education
San Francisco State University 2010 — 2013
Bachelors, Communication Studies
Apercen Partners LLC March 2014 - Present
Tokay Medical Billing June 2009 - Present
Accretive Solutions September 2012 - November 2013
Bowman & Company LLP January 2012 - April 2012
Tokay Medical Billing 2009 - 2012
Isola Law Group June 2008 - September 2008
Abercrombie & Fitch February 2008 - June 2008
Skills
Payroll, Accounts Payable, Cash Management, Medical Billing, Accounting, Tax
Education
University of California, Santa Barbara 2007 — 2012
Bachelor of Arts (B.A.), Sociology
O1 Communications August 2014 - Present
Apercen Partners LLC April 2014 - August 2014
O1 Communications March 2012 - April 2014
Gary Silva Allstate Agency April 2007 - March 2012
WebMD Health Services (Systems Plus, Inc., Medical Manager Health Systems) May 1994 - August 2000
Skills
Call Centers, Sales, Salesforce.com, Telecommunications, Customer Service, Direct Sales, Managed Services, Marketing Communications, Sales Operations, Account Management, VoIP, CRM, B2B, Sales Process, Selling, Management
Education
University of Southern California 1989 — 1993
Bachelor of Arts (B.A.), Journalism
The McClatchy Company September 2014 - Present
Apercen Partners LLC October 2013 - September 2014
Deloitte & Touche September 2006 - October 2013
Skills
Internal Controls, US GAAP, External Audit, Auditing, Sarbanes-Oxley Act, GAAP, SEC filings, Assurance, Internal Audit, CPA, Financial Accounting
Education
CSU Sacramento 2003 — 2006
Bachelor of Science (B.S.), Accounting
BFBA December 2013 - Present
Williams & Olds, CPAs May 2013 - December 2013
Apercen Partners LLC January 2013 - April 2013
Crowe Horwath LLP October 2007 - December 2012
Natomas Community Association 2012 - 2012
Deloitte April 2007 - October 2007
Jones, Henle & Schunck June 2005 - April 2007
Skills
CPA, Accounting, QuickBooks, Assurance, Tax, Payroll, Income Tax, Employee Benefits, Corporate Tax, Tax Accounting, Tax Preparation, Tax Returns, Bookkeeping, Tax Law
Education
Golden Gate University 2009 — 2013
Masters in Taxation
California State University-Chico 2003 — 2005
BS, Accounting
Yuba College 2002 — 2003
Associate of Science (AS), Accounting
UC San Diego 2001 — 2002
Apercen Partners LLC May 2015 - Present
Mexilink January 2011 - April 2015
SREG, LLC February 2007 - December 2010
Marvell July 2005 - June 2006
Rice University 2003 - 2005
PwC June 2002 - June 2004
Skills
Operational Leadership, Programmatic Leadership, Accounting, Corporate Finance, Legal Management, Risk Management, Cash Management, Cash Flow Management, Cash Flow Forecasting, Free Cash Flow, Strategic Planning, Budgeting, Forecasting, Profit Margins, Gross Margin, System Architecture, ERP Implementations, Microsoft Dynamics ERP, Metrics, Dashboard Metrics, Key Metrics, Financial Metrics, Performance Metrics, Audit Management, Corporate Tax, Asset Management, Financial Reporting, Process Optimization, Process Improvement, Business Process..., Business Process Design, Business Process..., Business Process..., Growth Management, Managing Business Growth, Cost Benefit, Organizational Structure, Finance, Business Strategy, Financial Analysis, Management, Mergers, Budgets, Project Management, Negotiation, Analysis
Education
Jones Graduate School of Business, Rice University 2003 — 2005
MBA, Focus on Operations
Texas A&M University - Mays Business School 1997 — 2002
Bachelors & Masters (PPA), Accounting
Fenwick & West February 2013 - Present
UC Davis January 2013 - Present
Practising Law Institute July 2007 - Present
Apercen Partners LLC January 2011 - January 2013
Fenwick & West LLP November 2003 - January 2011
Affymetrix August 2001 - September 2001
Providian Financial 1999 - 2000
Skills
Intellectual Property, Patents, Patent Prosecution, Patent Litigation, Registered Patent..., Litigation, Inter Partes Review, Competition Law, Civil Litigation, Technology Transfer, Corporate Law, Licensing, Due Diligence, Securities Regulation, Appeals
Education
Santa Clara University School of Law 2000 — 2003
JD, IP; Gender & Law
University of California, Santa Barbara 1993 — 1998
Bachelors, Biology, English
Clayton Valley High School
STATS LLC August 2015 - Present
Apercen Partners LLC January 2014 - June 2015
Apercen Partners LLC July 2011 - December 2013
Skills
Accounting, Financial Accounting, Tax, PowerPoint, Microsoft Office, Financial Reporting, Tax Preparation, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS Business Administration, Accounting
Lincoln High School 2004 — 2007
High School, General Studies
Apercen Partners LLC December 2013 - July 2015
Lexmark International, Inc. October 2009 - June 2012
Lexmark International, Inc. March 2008 - October 2009
Lexmark International, Inc. March 2005 - March 2008
Project Control Systems September 2001 - December 2004
Skills
Competitive Analysis, Product Marketing, Product Management, Cross-functional Team..., B2B, Analytics, Multi-channel Marketing, Forecasting, Marketing Strategy, Market Research, Project Management, Digital Marketing, Marketing Management, Analysis, Pricing, Project Planning, Market Analysis, Budgets, Supply Chain, Strategy, CRM, Leadership, Business Intelligence, Product Development, Competitive Intelligence, Go-to-market Strategy, Change Management, Communication, Business Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2004
Master of Business Administration (MBA), Strategy
Apercen Partners LLC July 2015 - Present
MPM CPA Inc November 2005 - Present
MS Campbell and Associates June 2014 - June 2015
Lodgen, Lacher, Golditch, Sardi, Saunders & Howard LLP December 2012 - May 2014
Goren, Marcus, Masino & Marsh, LLP August 2005 - October 2006
RBZ, LLP May 1999 - July 2005
Bremer and Hockenberg 1998 - 1999
Skills
Real Estate, Tax, Accounting, High Net Worth..., Financial Reporting, Partnership Taxation, Tax Preparation, Income Tax, Tax Research
Education
University of Southern California 2011 — 2013
Masters in Business Taxation (MBT)
Loyola Marymount University 1995 — 1999
Bachelor of Science (BS), Accounting
Apercen Partners LLC June 2014 - Present
Moss Adams LLP 1997 - June 2014
Kimwood Corporation May 1995 - September 1997
South Lane Investment Company April 1991 - September 1997
Deloitte May 1986 - March 1991
Skills
Accounting, Tax, Income Tax, CPA, Tax Preparation, Exempt Orgainzation..., Partnership Taxation, Tax Research, S Corporations, Corporate Tax, Tax Accounting, Due Diligence, US GAAP, Financial Accounting, Financial Statements, Auditing, Financial Reporting, Tax Advisory
Education
University of Portland 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Altum Partners, LLP January 2014 - Present
Apercen Partners LLC July 2012 - November 2013
E & J Gallo Winery June 2008 - July 2012
Harris myCFO, Inc. September 1999 - May 2008
Hood & Strong 1991 - 1999
Arthur Andersen 1985 - 1991
Skills
Certified Public..., Certified Financial...
Education
Golden Gate University 1987 — 1990
MS, Taxation
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Finance and Accounting
University of California, Davis 1978 — 1982
BA, Economics
Apercen Partners LLC August 2013 - Present
Skills
Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, US GAAP, Audit, CPA, Financial Accounting, Financial Analysis, Financial Statements, Assurance, Management, Tax, Investments
Education
University of California, Davis - Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
University of San Francisco 2004 — 2008
Bachelors of Science
Apercen Partners LLC June 2009 - Present
Andersen Tax June 2008 - June 2009
Orfalea College of Business, Cal Poly State University March 2006 - June 2008
Andersen Tax June 2007 - September 2007
Skills
Accounting, CPA, Venture Capital, Private Equity, Tax, Start-up Consulting, Wealth Preservation..., Charitable Gift Planning, Income Tax, High Net Worth..., Tax Accounting
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Accounting
Apercen Partners LLC January 2015 - Present
Folsom City CrossFit August 2010 - Present
Apercen Partners LLC September 2011 - January 2015
Engilis, Payne, Kmetz and Daley CPAs (EPKD) July 2008 - July 2011
Skills
Accounting, Small Business, QuickBooks, Tax Preparation, Bookkeeping, Personal Training, Financial Reporting, Financial Statements, Internal Controls, Leadership, Business Planning, Microsoft Excel, Process Improvement, Management
Education
California State University-Sacramento 2003 — 2007
B.S., Accountancy
Sierra College 2002 — 2004
Associates, Liberal Studies
POS Portal February 2014 - Present
Maloof Sports & Entertainment October 2001 - Present
Apercen Partners LLC October 2013 - February 2014
Daegis November 2009 - October 2013
Ernst & Young November 2007 - November 2009
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Budgets, Leadership
Education
California State University-Sacramento 2004 — 2007
Bachelor's degree, Accounting
Apercen Partners LLC October 2013 - Present
Oracle May 2006 - October 2013
Health Net 2000 - May 2005
Skills
PeopleSoft, Payroll, Benefits Administration, HRIS, Employee Benefits, Microsoft Excel, Microsoft Word, 10 Key, Oracle E-Business Suite, Oracle Discoverer, Oracle Applications, Deferred Compensation, FMLA, Customer Service
Education
American River College 2008 — 2011
Associate of Science, Anthropology
Fiducia Partners LLC January 2014 - Present
Apercen Partners LLC May 2007 - December 2013
KPMG 1992 - 2004
Skills
Accounting, Estate Planning, Tax, Financial Analysis, Tax Preparation, High Net Worth..., CPA, Financial Reporting
Education
Grove City College 1986 — 1989
BS, Financial Planning
Apercen Partners LLC September 2013 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Clinical Research, Physical Therapy, Coaching, Management, Social Networking, Clinical Supervision, Treatment, Orthopedic..., Direct Patient Care, Patient Communications, Injury Prevention
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's Degree, Sociology, Exercise Health & Science
Santa Barbara City College
Bio-Medical Sciences
Apercen Partners LLC July 2013 - Present
Harris myCFO LLC February 2008 - June 2013
Tittle & Company, LLP June 2005 - December 2007
Skills
Microsoft Office, GoSystems, Tax Preparation, QuickBooks, Adobe Acrobat, Financial Statements, Auditing, Tax Returns, Accounting, Financial Reporting, General Ledger, Tax Accounting, CPA, Financial Accounting, Tax, Income Tax, Finance
Education
CSU Chico 2000 — 2005
Bachelor of Science (BS), Accounting
Apercen Partners LLC September 2013 - Present
Deloitte January 2011 - September 2013
Deloitte June 2010 - August 2010
H&R Block December 2006 - May 2010
H&R Block April 2006 - May 2010
US Small Business Administration September 2005 - March 2006
H&R Block March 2005 - September 2005
Skills
US GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley, External Audit, Auditing, PCAOB standards, SEC filings, Big 4, Financial Reporting
Education
California State University-Sacramento 2008 — 2010
Bachelor of Science (BS), Business Administration, Concentration in Accountancy
University of California, Santa Cruz 2001 — 2004
Bachelor of Arts (BA), Film and Digital Media, Minor in Journalism