Apple Growth Partners
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Apple Growth Partners Employees
Apple Growth Partners July 2014 - Present
Pawsibilities, Humane Society of Greater Akron November 2011 - June 2014
Greenleaf Family Center December 2007 - November 2011
The Talon Group February 2006 - October 2007
Buckingham Doolittle & Burroughs September 2005 - February 2006
Skills
Event Planning, Grant Writing, Marketing, Donor Management, Donor Development, Event Management, Marketing Communications, Volunteer Management, Non-profits, Fundraising, Program Evaluation, Nonprofits, Grants, Volunteer Recruiting, Strategy, Sales, Public Speaking, Community Outreach, Marketing Strategy, Public Relations, Planned Giving, Non-profit..., Media Relations, Leadership, Editing, Social Services, Press Releases, Board Development, Training, Program Development, Newsletters, Annual Giving, Volunteer Training, Community Development, Advertising, Social Media, Stewardship, Strategic Planning, Philanthropy
Education
Bowling Green State University 2002 — 2005
B.S.B.A. Specialization in Marketing
Stow-Munroe Falls High School 1997 — 2001
Akron Auto Auction October 2012 - Present
Apple Growth Partners July 2007 - September 2012
Apple Growth Partners July 2003 - September 2012
Moore Stephens Apple August 1995 - 2007
Heinick Apple Palmer Gaino McCann 1995 - 1998
Internal Revenue Service July 1988 - August 1995
Skills
Mergers, Estate Planning, Succession Planning, Management Consulting, Professional Services, Dealers, Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Partnership Taxation, Building Leadership..., Strategic Consulting, Training Leadership, Leadership..., Advisory Boards, Managing Business Growth, Mergers & Acquisitions, Leadership, Networking, Auditing, Entrepreneurship, CPA, Tax Advisory, Finance, Tax Research, Financial Planners, Financial Statements, S Corporations, International Tax, Tax Returns, Corporate Tax Planning, SEC filings, Business Valuation, Internal Controls, US GAAP, Financial Reporting, QuickBooks, Financial Accounting, General Ledger, Financial Analysis, Personal Tax Planning, Management, Team Leadership
Education
The University of Akron 1998 — 2001
Masters, Taxation
Malone University 1984 — 1988
BA, Accounting & Business Administration
Dover High School, Dover, OH 1980 — 1984
Diploma, College Prep
Cindy Crockett Designs October 2014 - Present
Tastefully Simple June 2013 - Present
Cindy's Creations April 2010 - Present
Cindy' Creations January 2010 - Present
Apple Growth Partners 2000 - 2010
Skills
Jewelry Design, Jewelry, Small Business, Event Planning, Microsoft Word, Customer Service, Budgets, Accounting, Handmade Jewelry, Inventory Management, Sales, Outlook, Microsoft Excel, PowerPoint, Gifts, Marketing, Advertising, Graphic Design, Event Management, Public Speaking, Public Relations, Social Media, Photoshop, Social Networking, Specialize in hand made..., Craft, Gems, Microsoft Office, Fundraising, Management, Team Building, Direct Sales
Education
Stark State College of Technology 1983 — 1986
Associate's degree, Business Administration and Management, General
Stark State College of Technology
Bussiness
Skoda Minotti September 2014 - Present
Apple Growth Partners July 2013 - September 2014
Apple Growth Partners July 2011 - June 2013
Apple Growth Partners January 2009 - July 2011
Skills
Tax Preparation, Tax, Accounting, Income Tax, Corporate Tax
Education
The University of Akron
Bachelor's Degree, Accounting
Apple Growth Partners 2001 - 2014
Lux & Associates, CPA, Inc. 1998 - 2000
Skills
Partnership Taxation, Tax Preparation, QuickBooks, Accounting, Income Tax, Tax, Financial Reporting, CPA, Tax Accounting, Corporate Tax, GAAP, S Corporations, Financial Statements
Education
Kent State University
Bachelor's Degree, Business Administration - Finance
The University of Akron
Master's Degree, Taxation
Cohen & Company August 2013 - Present
CBIZ MHM, LLC January 2013 - April 2013
Apple Growth Partners January 2012 - May 2012
Schalmo Builders Inc. June 2003 - July 2011
Skills
Construction Management, Labor, Heavy Equipment, Woodworking, Framing, New Construction Homes, Personal Finance, Tax Accounting, Estate Planning, Trusts, Tax Preparation, Tax Returns, Accounting, Tax, Corporate Tax, Income Tax
Education
The University of Akron 2013 — 2014
Master's degree, Taxation
Kent State University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
PNC February 2012 - Present
Astor Asset Management 2010 - 2011
Apple Growth Partners 2008 - March 2010
KeyBanc Capital Markets 2004 - 2007
TradeTheNews 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Leadership, Business Valuation, Valuation, Strategy, Investments, Asset Management, Analysis, Mergers & Acquisitions, Finance, Private Equity, Mergers, Forecasting, Financial Services
Education
Miami University 1997 — 2001
BS, FInance
Regina High School 1994 — 1997
St. Gregory the Great
Apple Growth Partners July 2000 - Present
Telxon Corporation 1998 - 2000
Risk International Services, Inc. 1996 - 1998
The Future Now/Basic Computer 1990 - 1996
Skills
Administrative..., PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Adobe Acrobat, Organization &..., Problem Solving, Logical Thinker, Administrative..., Process Improvement
Education
The University of Akron
Wilson Accounting Services, LLC April 2013 - Present
Apple Growth Partners 2012 - 2013
Flexible Benefits Systems, Inc. January 2011 - December 2012
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Invoicing, Microsoft Office, Office Management, Office Administration, QuickBooks, Bookkeeping, Small Business, New Business Development, General Ledger, Nonprofits, Project Management, Payroll, Tax Preparation, Financial Reporting
Education
Stark State College of Technology 2007 — 2010
Associate of Applied Science, Accounting, 3.82
Bausch + Lomb September 2014 - Present
Bober Markey Fedorovich August 2014 - September 2014
Apple Growth Partners February 2014 - July 2014
Apple Growth Partners February 2013 - February 2014
DFAS September 2011 - January 2013
DFAS March 2011 - September 2011
DFAS September 2010 - March 2011
DFAS March 2010 - September 2010
The University of Akron January 2009 - December 2009
Minorik Chiropractic Center June 2002 - January 2007
Skills
Social Media, Business Planning, Public Speaking, Marketing, Customer Service, Project Management, Strategic Planning, Team Building, Process Improvement, Marketing Strategy, Event Planning, Auditing, Business Development, Entrepreneurship, Recruiting, Public Relations, Teamwork, Strategy, Management, Training, Direct Marketing, Research, Leadership, Advertising, Accounting, Budgets, Data Analysis, Finance, Talent Acquisition, Marketing Communications
Education
The University of Akron 2008 — 2009
MBA, Strategic Marketing, Management
The University of Akron 2004 — 2007
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Nanotronics Imaging, Inc. May 2015 - Present
Kee, Huchok & Co. September 2012 - May 2015
Good Samaritan Hunger Center October 2011 - September 2014
Military Training Solutions, LLC June 2010 - June 2014
Apple Growth Partners September 2010 - September 2012
BCG & Company March 2009 - June 2010
Huntington National Bank 2006 - 2009
Kee, Huchok & Co. 2003 - 2006
SS&G Financial Services 1997 - 2003
Arnold J. Creekmore & Assoc 1994 - 1997
Skills
Tax, Financial Statements, Corporate Tax, CPA, Accounting, Assurance, Financial Reporting, Banking, Income Tax, Auditing, Internal Controls, Tax Preparation, GAAP, Tax Research, Financial Analysis, Tax Accounting, Tax Returns, General Ledger, Financial Accounting
Education
The University of Akron 2002 — 2004
Master of Taxation, Tax
The University of Akron 1997 — 2001
Juris Doctor, Law
Miami University 1990 — 1994
Bachelor of Science in Business, Accountancy
EY August 2014 - Present
Diebold July 2012 - August 2014
Target August 2007 - October 2012
Apple Growth Partners January 2012 - May 2012
All American Soap Box Derby June 2011 - January 2012
Skills
Personal Income Tax..., Partnership Taxation, Income Tax, Microsoft Excel, Microsoft Word, International Tax, Tax Preparation, Microsoft Office, Corporate Tax, Subpart F, Indirect Taxation, OneSource, PowerPoint, CCH ProSystem fx, ATMs, Khalix, Accounts Payable, Financial Analysis, Accounting
Education
The University of Akron 2003 — 2012
B.S./B.B.A., Accounting, Corporate Finance
Apple Growth Partners February 2011 - Present
Apple Growth Partners January 2008 - Present
Brott Mardis & Co. January 1996 - December 2007
Skills
Auditing, GAAP, CPA, Assurance, Financial Analysis, Financial Statements, Accounting, Tax Preparation, Tax, Internal Controls, SEC filings, Income Tax, Corporate Tax, Financial Reporting, Tax Accounting
Education
The University of Akron 1991 — 1996
Apple Growth Partners February 2014 - Present
Apple Growth Partners January 2012 - February 2014
Robert Half International December 2011 - 2012
Outback Steakhouse March 2011 - December 2011
Outback Steakhouse October 2004 - March 2011
The Mayfield Sand Ridge Club 2008 - 2008
Skills
Social Media, Microsoft Word, Data Entry, Payroll, Customer Service, Marketing, Microsoft Excel, PowerPoint, Sales, Time Management, Events Coordination, Onboarding, New Hire Orientations, Accounting, Accounts Payable, Organization Skills, Positive Can-do Attitude, New Hire Processes, Events Organisation, Marketing Operations, Website Development, Events Organizer, Administrative..., Superior Work Ethic, Formatting Documents, Process Orientation, Human Resources, Event Planning, Human Resource Planning, Recruiting, College Recruiting, Student Recruiting
Education
Kent State University 2005 — 2009
Bachelors of Science, Hospitality Management
Archbishop Hoban High School 2001 — 2005
Deacon's Chrysler Jeep January 2015 - Present
Apple Growth Partners April 2013 - Present
Apple Growth Partners April 2013 - Present
Deacon's Chrysler Jeep April 2012 - April 2013
Skills
Analysis, Tax, Accounting, Tax Research, Financial Reporting, QuickBooks, Tax Accounting, Corporate Tax
Education
Ohio University 2008 — 2012
Accounting and Computer Science
Marcus & Millichap March 2015 - Present
Apple Growth Partners September 2013 - January 2015
Corporate Living - Furnished Apartments Nationwide January 2011 - August 2013
Corporate Living - Furnished Apartments Nationwide May 2009 - August 2013
Corporate Living - Furnished Apartments Nationwide May 2009 - January 2011
Akron General Lifestyles West March 2004 - March 2009
Hitchcock Fleming & Associates, Inc. May 2007 - August 2007
Skills
Customer Service, SEO, Editing, Social Media, Proofreading, Microsoft Office, Web Content Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Photoshop, Composing Press Releases, Corporate Website..., E-mailers, InDesign, Market Research, Marketing Communications, Marketing Strategy, Digital Marketing, Email Marketing, Salesforce.com
Education
The University of Akron 2003 — 2008
Bachelor of Business Administration (B.B.A.), E-Marketing & Advertising
Taylor KIA Of Boardman April 2015 - Present
North Coast Auto Mall July 2014 - April 2015
Cohen & Company December 2012 - July 2014
Apple Growth Partners November 2010 - December 2012
Skoda Minotti August 2006 - November 2010
Education
John Carroll University 2002 — 2007
MBA, Accountancy
Glenn W. Ball, CPA 2006 - Present
Acclaro Valuation Advisors 2011 - 2014
Horizon Trust & Investment Management 2007 - 2011
Apple Growth Partners 2006 - 2007
DeBoer Baumann & Company 2002 - 2006
Skills
Business Valuation, Mergers, ESOP, Valuation, Fairness Opinions, Financial Analysis, Corporate Finance, Financial Modeling, Private Equity, Purchase Price..., Intangible Assets, Financial Reporting, Due Diligence, Strategic Planning, Accounting, Corporate Governance, Business Planning, Managerial Finance, Budgets, Strategic Financial..., Mergers & Acquisitions, Exit Strategies, Qualified Teacher, Finance
Education
Thunderbird School of Global Management 1985 — 1986
Masters of International Management, Accounting, Intl Accounting, Spanish
University of Colorado Boulder 1982 — 1984
Bachelor of Arts, Political Science
Various Companies January 2011 - Present
Snyder & Stewart 2010 - 2011
OMNOVA Solutions Inc. April 2009 - January 2010
Apple Growth Partners November 2007 - August 2008
CBIZ MHM, LLC November 2006 - November 2007
Ernst & Young April 2005 - November 2006
Ernst & Young July 2001 - April 2005
Skills
Tax, Accounting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, International Tax, Sales Tax, Property Tax, Partnership Taxation, Research, Mentoring, State Taxation, Data Analysis, Account Management, Budget Management, Staff Management, Staff Supervision, Training Staff, Quickbooks, Lacerte, ProSystem, GoSystem, SAP, Fasttax, Excel, Report Writing, Tax Planning, Business Process..., Efficiency Improvement, Consolidated returns, Multi-state activity
Education
The University of Georgia 2000 — 2001
Master's degree, Accounting - Taxation
Lander University 1996 — 2000
Bachelor's degree, Business Administration - Accounting
Silver Bluff High School
Silver Bluff High School
HBK CPAs & Consultants May 2013 - Present
Apple Growth Partners October 2011 - May 2013
Hill, Barth & King LLC February 2008 - October 2011
Brott Mardis & Co. September 1990 - February 2008
SavedIT LLC January 2004 - December 2007
Skills
Accounting, Human Resources, Recruiting, Project Planning, Leadership, Small Business, Financial Reporting, Mergers, Financial Analysis, Budget, Process Improvement, Budgets, Mergers & Acquisitions, Training, Executive Management, Strategic Planning
Education
The University of Akron 1988 — 1992
Business Management, Human Resources
Archbishop Hoban High School 1985 — 1988
College prep
Apple Growth Partners December 2005 - Present
Auditor of State - Ohio May 2005 - December 2005
Norandex Building Materials January 2004 - May 2005
United States Marine Corps September 1997 - September 2001
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, GAAP, Leadership, Corporate Tax, Tax, Income Tax, Tax Accounting, QuickBooks, Financial Accounting, Tax Preparation
Education
The University of Akron 2003 — 2005
B.S., Accounting
Louisville High School 1993 — 1997
High School Diploma, College Prep
Apple Growth Partners 2014 - Present
TravisWolff 2008 - 2014
Ernst & Young 2004 - 2008
KPMG 2003 - 2004
Skills
Certified Fraud Examiner, CISA, SAS70, SOX, IT Audit, Compliance, Security, VMware, Audit, Windows Server 2008, Service Organizations, SQL Server, Avaya, IP Networking, Accounting, Auditing, SSAE16, SSAE 16, IT Management, IT Strategy, Risk Management, Sarbanes-Oxley Act, Information Security, CISSP, Information Technology, Internal Controls, IT Risk Management, ERP, ITGC, SOX 404, Governance, Information Security..., SEC filings, Assurance, COBIT, External Audit
Education
Texas A&M University - Mays Business School 1999 — 2003
BBA, Management Information Systems
Texas A&M University 2007 — 2009
MBA, Finance Concentration
Apple Growth Partners January 2005 - Present
Montrose Chevrolet-Cadillac July 2003 - November 2004
Skills
Employee Relations, Employment Law, Talent Management, Recruiting, HR Policies, Organizational..., Deferred Compensation, Human Resources, Individual Development, Employee Benefits, College Recruiting, Workforce Planning, HRIS, New Hire Orientations, Payroll, Onboarding, Succession Planning, Benefits Administration, Applicant Tracking...
Education
Kent State University
Bachelors of Business Administration
Apple Growth Partners 2010 - Present
Das Dutch Kitchen July 2004 - January 2011
Apple Growth Partners January 2009 - May 2009
The J. M. Smucker Company January 2008 - May 2008
Skills
Accounting, Finance, Accounts Payable, Financial Analysis, QuickBooks, Budgets, Microsoft Excel, Financial Reporting, Tax Preparation, Corporate Tax, GAAP, CPA, Customer Service, Microsoft Office, Cost Accounting, Business Valuation, Mergers & Acquisitions, Valuation, Journal Entries, Financial Statements, Teamwork, Time Management, Income Tax, Microsoft Word, Partnership Taxation, Financial Accounting, Strategic Financial..., PowerPoint, Bookkeeping, Project Management
Education
The University of Akron 2005 — 2009
Bachelor of Science, Professional Accounting, Financial Services
Brown Mackie College October 2014 - Present
Bober Markey Fedorovich January 2006 - April 2009
Apple Growth Partners January 2000 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Time Management, Troubleshooting, Critical Thinking, Creativity Skills, Self-directed Learning, Interpersonal Skills, Problem Solving, Teaching, Training, Mentoring, Fundraising, Management, Sales, Customer Service, Bookkeeping, Accounting
Education
Stark State College of Technology 2009 — 2013
Associate of Science (AS), Health (OTA), 3.98 GPA
Kent State University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Brown Mackie College-Akron
Associate of Science (A.S.), Occupational Therapist Assistant, 4.0
Iron Republic April 2013 - Present
Precision Fitness of Westerly, RI May 2012 - January 2013
Fitness Together of Portsmouth, NH September 2010 - April 2012
Navy-Marine Corps Relief Society May 2009 - August 2010
Apple Growth Partners June 2005 - November 2008
Residence Hall Program Board - The University of Akron May 2005 - December 2006
Skills
CK-FMS (Certified..., RKC (Russian Kettlebell..., SFG (StrongFirst)..., Performance Enhancement..., Training for Warriors..., Certified Fitness..., NASE (National..., Lebert Fitness Master..., CPR/AED Certified -..., Personal Training, Sports Nutrition, Performance Enhancement, Nutrition, Injury Prevention, Body Weight Training, Strength & Conditioning, Kettlebells, Coaching, Healthcare, Corrective Exercise, Public Speaking, Wellness, Weight Training, Boot Camp, Fitness Training, Strength Training, Wellness Coaching, Nutritional Counseling, Athletics, Functional Training, Athletic Training, Endurance, Health Education, Weight
Education
California University of Pennsylvania 2011 — 2012
Master of Science (M.S.), Exercise Science & Health Promotion
The University of Akron 2004 — 2008
Bachelor of Science (B.S.), Accounting
The University of Akron 2004 — 2008
Bachelor of Science (B.S.), Business Administration - Marketing
B'laster Corporation March 2015 - Present
Grant Thornton LLP January 2015 - March 2015
Apple Growth Partners July 2011 - December 2014
Apple Growth Partners August 2008 - June 2011
Price Waterhouse Coopers June 2008 - August 2008
Cleveland Clinic May 2007 - September 2007
Skills
Accounting, Auditing, Non-profits, GAAP, Internal Controls, Financial Reporting, Financial Analysis, Assurance, Nonprofits, Corporate Tax, Tax, CPA, US GAAP, Financial Statements
Education
Cleveland State University 2009 — 2012
Master of Business Administration
Wheeling Jesuit University 2004 — 2008
Bachelor of Science, Accountancy
St. Ignatius High School 2000 — 2004
Alliance Data July 2014 - Present
The University of Akron August 2013 - May 2014
Apple Growth Partners January 2012 - May 2013
Sam's Club May 2012 - August 2012
EZNet Communication Inc. June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Project Management, Sales, Sales Management, Data Entry, Training, Customer Service, Team Building, Leadership, Microsoft Word, Access, Management, Data Analysis, Accounting, Customer Satisfaction, Forecasting, Account Management, PowerPoint, Budgets, Strategic Planning, Analysis, Public Speaking, Team Leadership, Outlook
Education
The University of Akron 2013 — 2014
Master of Science in Accountancy, Accouting, Major GPA: 3.9/4.0
The University of Akron 2009 — 2013
Bachelors of Science in Accountancy, Accounting, 3.7/4.0
Apple Growth Partners January 1999 - Present
Geo. S. Olive, CPA firm January 1995 - June 1998
GTE July 1986 - June 1988
Zimmer June 1982 - June 1986
Skills
Auditing, Tax, Accounting, Corporate Tax, Cost Accounting, GAAP
Education
University of Saint Francis 1983 — 1988
MBA, Business Administration, Management
University of Saint Francis 1978 — 1982
BA, Accounting
EYE Lighting International August 2014 - Present
TT electronics integrated manufacturing services 2011 - 2014
Interstate McBee 2008 - 2011
Apple Growth Partners January 2008 - September 2008
Fasteners for Retail, Inc. 2002 - 2008
Day-Glo Color Corp 1991 - 2001
Skills
ERP, Navision, Requirements Analysis, Documentation, Manufacturing, Software Documentation, Product Development, Process Improvement, Budgets, Program Management, Management, Business Process, Testing, CRM, Leadership, Strategic Planning, Analysis, Databases, Project Management, Business Intelligence, Windows, Business Process..., SharePoint, IT Management, Integration
Education
Kent State University
Applied Business in Computer Technology
Apple Growth Partners 2004 - Present
Turner & Nemeth, LLC 1998 - 2004
Jenkins Kucharson & Co. 1990 - 1998
Coopers & Lybrand 1987 - 1990
Skills
CPA, Business Valuation, Certified Fraud Examiner, Valuation, Tax, Litigation Consulting, Strategic Financial..., Tax Returns, Tax Preparation, S Corporations, Partnership Taxation, Financial Reporting, Financial Analysis, Estate Planning, Financial Statements, Succession Planning, Auditing, Accounting, Corporate Tax, Internal Controls, Forensic Accounting, Income Tax, Tax Research, Mergers & Acquisitions, Assurance, Small Business, GAAP, Tax Advisory, Tax Accounting, Financial Planners, US GAAP, Estate Tax Planning, QuickBooks, Sales Tax, Payroll Taxes, IRS, Financial Accounting, ESOP, Gift Tax, Cost Accounting, Business Advisory, General Ledger, High Net Worth..., Peachtree, Trusts, Financial Planning, SEC filings
Education
John Carroll University
B.S.B.A., Accounting
PwC September 2012 - Present
PwC January 2012 - Present
Ohio University Student Equity Management Group December 2009 - Present
Charles Schwab June 2011 - August 2011
Charles J Ping Recreation Center October 2008 - June 2011
Apple Growth Partners December 2010 - April 2011
Fifth Third Bank December 2010 - December 2010
Simonyi Consulting Program June 2010 - July 2010
Ohio University January 2010 - February 2010
Ohio Department of Transportation June 2009 - September 2009
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Risk Management, Management, Accounting, Equities, Business Planning, Asset Management, Training, Equity Research
Education
Ohio University 2008 — 2012
Bachelor, Business Administration; Accounting, Finance
Pécsi Tudományegyetem
Cohen & Company April 2014 - Present
Cohen & Company January 2014 - April 2014
Apple Growth Partners January 2013 - May 2013
Skills
Tax, Tax Preparation, Accounting, Corporate Tax, Income Tax
Education
The University of Akron 2014 — 2015
Master's degree, Taxation
The University of Akron 2010 — 2014
Accounting
Salem Chrysler Jeep Dodge May 2013 - Present
Infinity Accounting Solutions, LLC April 2013 - Present
Apple Growth Partners March 2009 - April 2013
HHL Group, LLC May 2003 - February 2009
Classic Worldwide Productions May 2003 - January 2005
American Express/Hausser + Taylor, LLP January 2002 - May 2003
Zalick, Torok, Kirgesner, Cook & Co, CPA January 1980 - December 2001
Skills
Personal Financial..., Business Valuation, Tax Preparation, Income Tax, Accounting, GAAP, Financial Planners, Mergers, Partnership Taxation, Financial Reporting, Tax Accounting, Internal Controls, Auditing, Finance, Forensic Accounting, SEC filings, Valuation, Litigation Support, Mergers & Acquisitions, Management, SEC Filings
Education
The University of Akron 1984 — 1988
MBA, Finance
Kent State University 1976 — 1980
BBA, Accounting
Apple Growth Partners May 2011 - Present
Flagel, Huber, Flagel & Co., CPAs September 2008 - April 2011
Skills
Auditing, Bookkeeping, Assurance, GAAP, Accounting, Tax, Tax Preparation, Corporate Tax, Income Tax, Financial Accounting, QuickBooks, Internal Controls
Education
Liberty University 2008 — 2009
Master's degree, Accountancy
Cedarville University 2004 — 2008
Bachelor of Science, Accounting
Cuyahoga Valley Christian Academy 2000 — 2004
High School Diploma
BW Rogers, Kaman Fluid Power, LLC August 2015 - Present
MRI Software LLC October 2014 - July 2015
MRI Software LLC September 2013 - October 2014
Apple Growth Partners January 2011 - May 2013
The University of Akron October 2007 - December 2011
Skills
Accounting, Microsoft Excel, Tax Preparation, Microsoft Word, PowerPoint, QuickBooks, Microsoft Office, Income Tax, Financial Reporting, Outlook, Customer Service, Tax Returns, Accounts Payable, Financial Accounting, Journal Entries, Leadership, Management, Financial Analysis, Financial Statements, GAAP, Time Management, Account Reconciliation, Accounts Receivable
Education
The University of Akron 2007 — 2011
Bachelor of Science, Accounting, 3.5 / 4.0
Akron Radiology Inc December 2014 - Present
NDI Medical May 2013 - November 2014
Apple Growth Partners July 2011 - April 2013
Apple Growth Partners December 2007 - June 2011
Skoda Minotti May 2006 - November 2007
Skills
Employee Benefit Plan..., Assurance, IFRS, Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, CPA, GAAP, US GAAP, Financial Statements, Employee Benefits, General Ledger, Financial Accounting
Education
Kent State University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, Accounting, Management
Field High School 1996 — 2000
High School
Cohen & Company August 2011 - Present
Apple Growth Partners September 2000 - August 2011
Toastmasters International 2009 - 2011
WOIO/WUAB 1997 - 2000
Ernst & Young 1987 - 1997
Education
The Ohio State University Fisher College of Business
Apple Growth Partners July 2010 - Present
Apple Growth Partners January 2008 - July 2010
Brott Mardis & Co. January 2007 - December 2007
Education
The University of Akron 2003 — 2007
Bachelor of Science, Accounting
Apple Growth Partners January 2008 - Present
Brott Mardis & Co. June 2000 - December 2007
Skills
Partnership Taxation, Tax, Corporate Tax
Education
The University of Akron 1997 — 2000
Masters Degree in Taxation
The University of Akron 1992 — 1995
Bachelor of Science in Accounting
West Holmes High School 1988 — 1992
Keystone Technology Consultants October 2014 - Present
Matrix Pointe Software May 2014 - October 2014
Apple Growth Partners January 2013 - May 2014
Akron Institute of Herzing University October 2009 - February 2012
Simply Canvas February 2007 - December 2008
Marc's Stores July 2005 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Network Administration, Desktop/Server OS, Hardware Troubleshooting, Cisco Routing &..., Network Infrastructure, Directory Services, Database Applications, Web Graphics, Network Security, Troubleshooting, Cisco Routers
Education
Akron Institute of Herzing University 2011 — 2012
Bachelor of Science, Technology Management, 3.92 GPA
Akron Institute of Herzing University 2009 — 2011
Associate of Applied Science, Computer Networking and Security, 3.89 GPA
Apple Growth Partners December 2012 - June 2013
Sofitel Miami Airport June 2011 - August 2011
Martin Transportation LLC May 2008 - June 2011
The Kidney Group Inc. May 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Management Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Business Valuation, Teamwork, Outlook, Accounting, QuickBooks, Event Planning, Accounts Receivable, Time Management, Customer Service, Mergers & Acquisitions, Valuation, Access, Budgets, Tax, Inventory Management, Auditing, Financial Reporting, Analysis, Finance, Financial Accounting, Data Analysis
Education
The University of Akron 2009 — 2013
Bachelor of Business Administration, Corporate Financial Management
Apple Growth Partners May 2014 - Present
New World Performance Laboratory August 2010 - Present
Apple Growth Partners June 2012 - May 2014
Apple Growth Partners January 2011 - June 2012
The University of Akron January 2009 - December 2011
H&R Block January 2009 - April 2009
Regency Roofing/ShakeMasters July 2005 - July 2008
Kisel Financial Services January 2004 - March 2005
American Express Financial Advisors August 2003 - January 2004
Skills
Personal income taxes, Entity taxation, Databases, Income Tax, Tax, Tax Preparation, Accounting, Excel, Word, Small Business, Access, Budgeting, General Ledger, PowerPoint, Microsoft Office, Non-profits, Outlook, Customer Relations, Problem Solving, Partnership Taxation, S Corporations, Sales, Corporate Tax, Tax Accounting, Tax Returns, QuickBooks, CCH ProSystem fx, Microsoft Word, Microsoft Excel, Strategic Financial..., Bookkeeping, Financial Statements, Internal Controls, Account Reconciliation, Journal Entries, Tax Research, Leadership, Process Improvement, Accounts Payable, Financial Reporting, Financial Analysis, Financial Accounting, Accounts Receivable, GAAP, Peachtree, Cost Accounting, Finance, Time Management, Payroll Taxes
Education
The University of Akron 2009 — 2011
Bachelor's of Science, Business Administration; Accountancy
Culver Academies 1995 — 1999
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tracy A. Coblentz, CPA LLC January 2015 - Present
Apple Growth Partners September 2006 - December 2014
Tracy A. Coblentz, CPA September 1994 - October 2010
Larry Landis, CPA January 1988 - April 1993
Skills
Tax, Income Tax, Small Business, Accounting, Payroll, Corporate Tax, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, S Corporations, GAAP, QuickBooks, Sales, Auditing, Tax Research, Tax Returns, Financial Reporting, Internal Controls
Education
The University of Akron 1988 — 1990
Bachelors, Accounting
Liberty University 1985 — 1987
Accounting
Apple Growth Partners September 2006 - Present
Skills
Tax Preparation, Partnership Taxation, Tax, Corporate Tax, CPA, Tax Accounting, S Corporations, Income Tax, Accounting, Tax Returns, GAAP, Tax Research, CCH ProSystem fx
Education
Ohio University 2005 — 2006
MBA, Finance
The University of Akron 2001 — 2005
Bachelor, Accounting
Select Fiduciary, LLC November 2010 - Present
Apple Growth Partners January 2008 - November 2010
Brott Mardis & Company August 1990 - December 2007
Ohio Metalizing & Flame Spray, Inc. September 1983 - April 1990
Skills
Tax, Tax Preparation, Tax Research, Income Tax, Strategic Financial..., CPA, Estate Tax Planning, Tax Returns, Charitable Gift Planning, Charitable Trusts, Tax-exempt, Private Foundations, Tax Accounting, Trusts
Education
The University of Akron 1991 — 1994
Masters, Tax
The University of Akron 1985 — 1989
Bachelor, Accounting
City of Crestview Hills August 2010 - Present
Apple Growth Partners November 2009 - August 2010
SS&G January 2009 - October 2009
Mountjoy & Bressler, LLP January 2005 - January 2009
Skills
Accounting, Volunteering, Community Outreach, Community Engagement, Event Planning, GAAP, Budgets, Auditing, Corporate Tax, Tax
Education
Bellarmine University 2006 — 2007
Master of Business Administration (M.B.A.), MBA
Bellarmine University 2002 — 2006
B.A, Accounting
Apple Growth Partners November 2012 - Present
BCG & Company August 1999 - October 2012
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Tax Research, CPA, Accounting, Tax Accounting, Tax Returns, ProSystem fx Tax, GAAP, Partnership Taxation, Financial Statements, CCH ProSystem fx, S Corporations
Education
Otterbein College
Bachelor of Science (BS), Accounting
The University of Akron
MTax, Masters of Taxation
Ohio University Student Equity Management Group September 2014 - Present
Ohio University May 2015 - Present
Carpenter & Associates May 2015 - Present
Apple Growth Partners December 2014 - December 2014
Atlas Packaging and Industrial Chemical December 2009 - July 2014
Skills
Customer Service, Warehousing, Social Media, Forecasting, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Social Networking, Public Speaking, Equity Research, Financial Analysis, Event Planning
Education
Ohio University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting, Finance, and Business Pre-Law
Massillon Jackson High School 2009 — 2013
Apple Growth Partners February 2015 - Present
InfoCision Management Corporation October 2014 - January 2015
Hibbett Sports May 2014 - October 2014
Harte-Hanks, Inc. April 2012 - October 2012
Suarez Corporation Industries January 2007 - May 2010
Skills
Sales, Technical Support, Social Media Marketing, Management, Advertising, Marketing Strategy, Leadership, Marketing, Microsoft Office, Customer Service, Time Management, Training, Retail, Team Building, Merchandising, Customer Retention, Customer Satisfaction
Education
Johnson County Community College 2011 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General, 3.00
Kent State University 2008 — 2011
Accounting
Kent State University 2005 — 2006
Fashion/Apparel Design
Rootstown
JFE Steel Kawasaki February 2015 - Present
The Lubrizol Corporation May 2013 - August 2014
Apple Growth Partners August 2012 - December 2012
McDonald's Corporation July 2009 - September 2011
Skills
Networking, Network Security, Windows 7, Windows, CCNA, Active Directory, Windows Server, Information Security, Firewalls, Network Administration, HTML, Java, IT Operations, Technical Support, HTML 5, System Administration, Windows Vista
Education
University of Cincinnati 2011 — 2016
BS, Information Technology
University of Cincinnati 2011 — 2015
Bachelor of Science, Information Technology
Cisco Networking Academy 2009 — 2011
CCNA
Normandy High School 2007 — 2011
BCG & Company January 2014 - Present
Winer & Bevilacqua, Inc. October 2012 - December 2013
Summit Toyota of Akron April 2012 - June 2012
Schlabig & Associates Ltd January 2011 - November 2011
Apple Growth Partners April 2002 - October 2010
Skills
Corporate Tax, Tax Returns, Budgets, Accounting, Tax, Tax Accounting, Income Tax, Partnership Taxation, Tax Preparation, Tax Research, S Corporations, Financial Statements, CPA, Bookkeeping, Payroll, Financial Accounting
Education
The University of Akron 1995 — 2001
BS, Accountancy
Innis Maggiore May 2014 - Present
Security People, Inc. dba: Digilock February 2012 - March 2014
Apple Growth Partners 2006 - February 2012
Walsh University January 2006 - May 2008
Republic Storage Systems May 1995 - November 2005
Skills
Strategic Planning, Marketing, Business Development, Product Marketing, Employee Benefits, Non-profits, PowerPoint, Microsoft Excel, Microsoft Office, Marketing Strategy, Budgets, New Business Development, Microsoft Word, Mergers, Business Planning, Event Planning, Public Relations, Customer Service, Social Media, Management, Sales, Leadership, Team Building, Training, Small Business, Advertising, Forecasting, CRM, Account Management, Email Marketing, Process Improvement, Sales Management, Marketing Communications
Education
Kent State University - Graduate School of Management
MBA, Human Resources
Miami University
BS, Marketing
Apple Growth Partners January 2015 - April 2015
Sherritt and Associates Inc. CPA's January 2014 - May 2014
Jackson Hewitt December 2012 - February 2014
Integrated Financial Planning June 2011 - November 2012
Progressive Insurance December 2008 - June 2009
Skills
Tax Research, Tax, Tax Preparation, Personal Tax Planning, Strategic Financial..., Financial Analysis, Finance, Retirement Planning, Licensed Life & Health..., Investment Advisory..., Protection..., College Funding..., Internal Audit, SOX Compliancy
Education
University of Akron 2013 — 2016
Master of Taxation, Tax Law/Taxation
Kent State University 2006 — 2010
BBA, Accounting, Finance
Rockwell Automation June 2013 - Present
Cliffs Natural Resources March 2012 - June 2013
Cliffs Natural Resources November 2010 - March 2012
Apple Growth Partners August 2008 - November 2010
Barnes Wendling CPAs, Inc. January 2007 - August 2008
BBP Partners, LLC September 2006 - January 2007
S&A Consulting Group LLP February 2006 - September 2006
Skills
Financial Analysis, Business Valuation, Forecasting, Analysis, Finance, Financial Modeling, Valuation, Corporate Finance, Accounting, Mergers, Strategic Financial..., Microsoft Excel, Budgets, Financial Accounting, Mergers & Acquisitions, Business Development, Executive Management, Financial Planning, Financial Reporting, Management, Strategy, Variance Analysis
Education
Cleveland State University 2003 — 2006
Bachelor of Business Administration, Finance
Apple Growth Partners January 2008 - Present
Skills
Partnership Taxation, International Tax, C-Corp, Multi-state tax returns, Tax Research, Cost Segregation, S Corporations, QuickBooks, IRS problem resolution, Corporate Tax Planning, Personal Tax Planning, Accounting, Tax Accounting, Tax, Income Tax, General Ledger, Tax Preparation, Corporate Tax, Financial Planners, IRS, CPA, Tax Returns, CCH ProSystem fx, Tax Advisory, Payroll Taxes, Sales Tax, ProSystem fx Tax, Compilation Of..., Financial Statements, Internal Controls, Auditing
Education
University of Akron 2011 — 2013
Master of Taxation - In Progress
The University of Akron 2004 — 2008
Bachelors, Accounting
ST V-M 1999 — 2003
Sunless Inc. December 2011 - Present
AlphaMicron, Inc. August 2008 - August 2011
Apple Growth Partners May 2006 - July 2008
Twin Sisters Productions December 2004 - May 2006
Bober, Markey, Fedorovich & Co. June 1999 - November 2004
Skills
Accounting, Tax Preparation, Corporate Tax, Partnership Taxation, Income Tax, CPA, Tax
Education
The University of Akron 1994 — 1999
B.S., Accounting
Apple Growth Partners September 2015 - Present
Skills
Tax, ProSystem fx Tax, Tax Research, Corporate Tax, Tax Returns, CPA, Income Tax, Tax Preparation, Accounting, Fixed Assets, Tax Accounting, GAAP, Financial Statements, CCH ProSystem fx, Partnership Taxation, Financial Reporting
Education
University of Akron 2008 — 2010
MT, Taxation
Kent State University 2004 — 2008
BBA, Accounting
Special Metals July 2010 - Present
Apple Growth Partners January 2008 - June 2010
Education
The University of Akron 2005 — 2008
Bachelor of Science (BS), Accounting
FirstEnergy December 2009 - Present
Goldstein Caldwell & Assoc. (GCA) January 2009 - November 2010
Plante & Moran Corporate Finance June 2008 - January 2009
Apple Growth Partners June 2007 - June 2008
Smith Barney December 2006 - June 2007
Skills
Valuation, Mergers, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Strategy, Business Development, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Financial Structuring, Business Valuation, Energy, Finance, Analysis, Microsoft Excel, Strategy, Economics
Education
The University of Akron 2003 — 2007
Bachelor of Science, Corporate Finance
Apple Growth Partners January 2014 - Present
TravisWolff November 2005 - October 2013
Belo and The Dallas Morning News 1976 - 2004
Skills
Financial Analysis, Mergers & Acquisitions, Strategic Planning, Leadership, Business Development
Education
Southern Methodist University 1973 — 1976
Bachelor of Science
Highland Park, Texas
Crum & Company February 2015 - Present
Pastoral Counseling Service of Summit County August 2010 - January 2015
Apple Growth Partners July 2007 - July 2010
Howard, Wershbale & Co. September 2000 - June 2007
Skills
Auditing, Accounting, Internal Controls, CPA, Financial Statements, Employee Benefits, Nonprofits, QuickBooks, Microsoft Excel, GAAP, Management, Financial Analysis, US GAAP, Budgets, Not for Profit, Financial Reporting, General Ledger, Microsoft Word, Financial Accounting, Corporate Finance, Analysis, Invoicing
Education
John Carroll University 2000 — 2002
Masters of Business Administration, Accounting
Xavier University - Williams College of Business 1996 — 2000
Bachelor of Science in Business Administration, Accounting and Business/Management
Apple Growth Partners July 2005 - Present
CBIZ Accounting, Tax and Advisory Services 1999 - 2005
Skills
Business Valuation, Tax, Corporate Tax, Financial Analysis, Mergers, Auditing, Financial Reporting, Accounting, Budgets, Income Tax, Mergers & Acquisitions, Valuation, Expert Witness, CPA, Analysis, GAAP, Litigation Consulting, Tax Accounting, Internal Controls, Tax Preparation, Strategic Financial..., Financial Modeling, Assurance, Financial Planning
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
Master of Business Administration (MBA), 4.0
Ohio University 1995 — 1999
BBA, Finance, Summa Cum Laude
Blue Point Capital Partners April 2011 - Present
Apple Growth Partners January 2006 - August 2010
CBIZ Accounting, Tax & Advisory Services of Northeast Ohio, LLC January 2001 - January 2006
Prestige Management, Inc January 2000 - January 2001
Skills
Tax, CPA, Partnership Taxation, Corporate Tax, Tax Accounting, Financial Reporting, Tax Preparation, Income Tax, Mergers & Acquisitions, Financial Analysis, Accounting
Education
State of Ohio CPA
University of Akron, College of Business Administration
Masters, Taxation
State of Ohio Law
University of Akron School of Law
Juris Doctorate
Bethany College 1992 — 1996
B.A., Accounting
Apple Growth Partners October 2014 - Present
Diebold July 2012 - October 2014
Northcoast Research May 2009 - February 2011
Midwest Research December 2008 - May 2009
AXA Advisors July 2008 - December 2008
Eagle Investment Group - University Investment Course August 2007 - May 2008
AXA Advisors 2007 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies, Uniform Combined State..., Asset Management, Life Insurance, 401k, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Ashland University 2004 — 2008
BS in BA, Finance, Psychology
Apple Growth Partners May 1963 - Present
APPLE GROWTH PARTNERS 2010 - 2010
Skills
Accounting, Financial Analysis, Estate Planning, Small Business, Budgets, Strategic Planning, Employee Benefits, Business Planning, Process Improvement, Leadership
Education
Ohio University 1958 — 1962
BSC, ACCOUNTING
Sterling Jewelers May 2011 - Present
Atlas America, Inc. June 2009 - May 2011
Apple Growth Partners January 2009 - May 2009
William Vaughan Company June 2007 - December 2008
Skills
Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Budgets, Accounts Receivable, Microsoft Office, Tax
Education
Bowling Green State University 2002 — 2007
Bachelor's, Accounting, Finance
Apple Growth Partners Tax PreparerH & R BlockJanuary 1992 - April 1994
Skills
Benefits Administration, Employee Benefits, Payroll Taxes, 401k, Payroll..., Employment Law ( FMLA,..., Employee vs Independent..., Wage/Hour, Unemployment..., Human Resources, New Hire Orientations
Education
Kent State University
BBA, Business Administration
Apple Growth Partners August 1990 - Present
Skills
Tax Preparation, Auditing, CPA, QuickBooks, Accounting, Financial Reporting, Tax, Financial Planners, Income Tax, Partnership Taxation, Corporate Tax, S Corporations, Healthcare Industry, Tax Returns, Tax Research, CCH ProSystem fx, GAAP
Education
Cedarville University
BA, Accounting
Brown, PC October 2012 - Present
Dixon Hughes Goodman LLP January 2009 - October 2012
Apple Growth Partners October 2007 - November 2008
Skoda, Minotti & Co. August 2006 - September 2007
Skills
Tax, Accounting, CPA, QuickBooks, Tax Research, Partnership Taxation, Corporate Tax, Financial Analysis, ProSystem fx Tax, Tax Preparation, GAAP, Auditing, Budgets, US GAAP, Internal Controls, Financial Statements, Financial Reporting, Tax Accounting, SEC filings, Income Tax, Financial Accounting, General Ledger, Assurance, Sarbanes-Oxley Act, Tax Advisory, Tax Law, Internal Audit, Cost Accounting, Accounts Payable, External Audit, Cash Flow, Forensic Accounting, Account Reconciliation
Education
The Ohio State University Fisher College of Business 2003 — 2006
BSBA, Accounting
Swagelok June 2015 - Present
Swagelok June 2014 - June 2015
Apple Growth Partners September 2013 - May 2014
Ernst & Young January 2013 - May 2013
EdgePoint Capital Advisors March 2007 - August 2012
Mertropolitan Market January 2011 - March 2012
Skills
Auditing, Microsoft Excel, Accounts Payable, Accounts Receivable, Fixed Assets, Sales, Financial Modeling, Accounting, Financial Reporting, Microsoft Office, Internal Controls, Financial Accounting, PowerPoint, Assurance, Account Reconciliation, SAP, Inventory Management
Education
Notre Dame College 2011 — 2012
Bachelor of Arts (B.A.), Accounting, 4.0 GPA
Elon University 2007 — 2011
Accounting
University School
High School Diploma
Barnes Wendling CPAs, Inc. June 2014 - June 2015
Apple Growth Partners September 2013 - June 2014
SS&G January 2012 - September 2013
SS&G February 2011 - April 2011
IMG June 2009 - August 2009
Skills
Accounting, Tax, Corporate Tax, GAAP, Tax Preparation, US GAAP, Tax Accounting, Financial Accounting, Income Tax, Sarbanes-Oxley Act, QuickBooks, Tax Research, Tax Returns, Fixed Assets
Education
John Carroll University 2010 — 2011
MBA, Accountancy
John Carroll University 2004 — 2009
BSBA, Accountancy
Self-employed May 2011 - Present
D'Amore Tatman Group LLC January 2013 - April 2013
Apple Growth Partners November 2006 - April 2011
Walthall, Drake & Wallace LLP CPAs 1998 - 2005
Skills
Corporate Tax, Partnership Taxation, Tax Preparation, Tax, State & Local Taxation, Accounting
Education
San Diego State University-California State University 1984 — 1994
M.S., Accountancy
Holbrook & Manter, CPAs July 2014 - Present
DFAS November 2010 - Present
Cleveland Clinic August 2010 - October 2010
Apple Growth Partners February 2010 - April 2010
Kent State University August 2008 - December 2009
Neary & Associates January 2009 - April 2009
Skills
Microsoft Excel, Research, Accounting, PowerPoint, Microsoft Word, Financial Accounting, Microsoft Office, Customer Service, Access, Corporate Tax, CPA, Financial Statements, Tax, Financial Reporting, Financial Analysis, Tax Preparation, GAAP, General Ledger, Process Improvement
Education
Capital University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Kent State University - Graduate School of Management 2008 — 2009
Master of Science (M.S.), Accounting
Kent State University 2003 — 2007
Bachelor of Science (B.S.), Applied Mathematics
Apple Growth Partners Time & Billing SpecialistBrott Mardis & CompanyFebruary 1991 - December 2007
Skills
I have over 20 years..., I am skilled in Excel..., Accounts Receivable, Invoicing, Accounts Payable, Accounting
Education
The University of Akron
BS, Geology
Apple Growth Partners
Skills
Partnership Taxation, Accounting, Corporate Tax, Income Tax, Tax, Financial Analysis, Tax Preparation, Non-profits, Budgets, Mergers, Not for Profit, CPA, GAAP, Tax Accounting, Assurance, Internal Controls, Financial Reporting
Education
The University of Akron 1980 — 1985
Bachelors, Accounting
Apple Growth Partners August 2010 - Present
Skills
Auditing, Accounting, CPA, GAAP, Assurance, Internal Controls, Bookkeeping, Financial Statements, Tax
Education
Ohio University 2005 — 2010
BBA, Accounting
Ellet High School 2001 — 2005
Key Bank December 2007 - Present
Apple Growth Partners October 2005 - December 2007
CBIZ MHM, LLC April 2004 - October 2005
Skills
Financial Modeling, Investments, Alternative Investments, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Valuation, Equities, Investment Management
Education
Ohio University 2000 — 2004
BBA, Finance and Business Economics
Summit Choral Society July 2015 - Present
Apple Growth Partners November 2014 - June 2015
Meaden & Moore January 2014 - April 2014
Stoddard Logistics August 2012 - March 2014
Ashbrooke West Homeowners Association January 2006 - March 2014
Boston Heights January 2001 - December 2011
Boston Heights January 2008 - February 2009
CVCA January 2001 - April 2007
Ashbrooke West Homeowners Association January 2001 - December 2005
Skills
Accounting, Tax Preparation, Tax, Financial Reporting, Business Networking, Leadership, Corporate Tax, Nonprofits, Microsoft Word, Microsoft Excel, Auditing, Payroll, Client Presentation, Client Relations Skills, Group Dynamics, Financial Statements, Tax Returns, Financial Analysis, CPA
Education
Kent State University - Master of Science in Accounting 2009 — 2011
Emphasis in Tax
University of North Carolina at Chapel Hill
Bachelor of Science in Business Administration, Sales/Marketing
Apple Growth Partners January 2012 - Present
Freedman Center April 2010 - December 2011
Baumgardner Products Co June 2011 - August 2011
Hook Line and Drinkers May 2009 - June 2011
Kenan Advantage May 2010 - August 2010
Skills
Accounting, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Tax, Tax Preparation
Education
Case Western Reserve University 2008 — 2012
Master's degree, Accounting
Zee's on Exchange January 2011 - Present
Apple Growth Partners December 2011 - May 2012
Skills
Accounting, Auditing, Financial Reporting, Tax Preparation, Tax, QuickBooks, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Access, JMP
Education
The University of Akron 2010 — 2013
Bachelor of Science, Accountancy
North Central State College 2009 — 2010
Bachelor of Science, Accountancy