BDO USA, LLP
Industry: Accounting company
DescriptionBDO USA, LLP is the United States Member Firm of BDO International, a global accounting network. The company is headquartered in Chicago. Headquarters: Prudential Plaza, Chicago, Illinois, United States Number of employees: 6,057 Founded: 1910 Type of business: Limited Liability Partnership (LLP) Key people: Wayne Kolins
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BDO USA, LLP Employees
Employee
Years
Job
Industry
Blake Rush Blake Rush's BDO USA, LLP Experience October 2012 - March 2013
Job Business Development at MNX Global Logistics
Industry Logistics and Supply Chain
Experience
MNX Global Logistics June 2015 - Present
Partners Capital Group September 2014 - May 2015
MB Financial Bank August 2013 - July 2014
Culver Capital Group April 2013 - July 2013
BDO USA, LLP October 2012 - March 2013
Burr Pilger Mayer (BPM) January 2012 - April 2012
Burr Pilger Mayer June 2011 - August 2011
Linkenheimer LLP CPA's & Advisors January 2011 - April 2011
Fireman's Fund Insurance Company June 2010 - August 2010
Affinity Dental Center June 2009 - August 2009
Skills
Individual Taxation, Assurance, Data Analysis, Microsoft Excel, Auditing, Accounting, Financial Reporting, QuickBooks, Financial Analysis, PowerPoint, Finance, Microsoft Office, Internal Audit, Customer Service, Budgets, Payroll, Internal Controls, Financial Statements, Financial Accounting, Tax Preparation, Cash Flow, Financial Statement..., Investments, Business Valuation, Analysis, SEC filings, Financial Modeling, Tax, Financial Risk, Corporate Finance, Sales, Public Speaking, Microsoft Word, Time Management, Social Networking, Social Media, Marketing, Teamwork, Outlook, Financial Services, Team Building, Leadership, Research
Education
Sonoma State University 2007 — 2012
Bachelor's Degree, Finance & Accounting
Lutheran High School of Orange County 2003 — 2007
HS Diploma, College Prep Courses (various)
MNX Global Logistics June 2015 - Present
Partners Capital Group September 2014 - May 2015
MB Financial Bank August 2013 - July 2014
Culver Capital Group April 2013 - July 2013
BDO USA, LLP October 2012 - March 2013
Burr Pilger Mayer (BPM) January 2012 - April 2012
Burr Pilger Mayer June 2011 - August 2011
Linkenheimer LLP CPA's & Advisors January 2011 - April 2011
Fireman's Fund Insurance Company June 2010 - August 2010
Affinity Dental Center June 2009 - August 2009
Skills
Individual Taxation, Assurance, Data Analysis, Microsoft Excel, Auditing, Accounting, Financial Reporting, QuickBooks, Financial Analysis, PowerPoint, Finance, Microsoft Office, Internal Audit, Customer Service, Budgets, Payroll, Internal Controls, Financial Statements, Financial Accounting, Tax Preparation, Cash Flow, Financial Statement..., Investments, Business Valuation, Analysis, SEC filings, Financial Modeling, Tax, Financial Risk, Corporate Finance, Sales, Public Speaking, Microsoft Word, Time Management, Social Networking, Social Media, Marketing, Teamwork, Outlook, Financial Services, Team Building, Leadership, Research
Education
Sonoma State University 2007 — 2012
Bachelor's Degree, Finance & Accounting
Lutheran High School of Orange County 2003 — 2007
HS Diploma, College Prep Courses (various)
Anne Galli Anne Galli's BDO USA, LLP Experience July 2015 - Present
Job Manager, Government Contracts and Grants Advisory Services
Industry Nonprofit Organization Management
Experience
BDO USA, LLP July 2015 - Present
Management and Training Corporation July 2014 - July 2015
FHI 360 May 2012 - July 2014
FHI 360 May 2011 - May 2012
Academy for Educational Development July 2007 - June 2011
Peace Corps February 2005 - April 2007
USAID October 2004 - February 2005
Amex, USAID Food For Peace Contract May 2003 - September 2004
Crown Consulting July 2002 - May 2003
Education
Smith College 1998 — 2002
B.A., Economics, Anthropology
BDO USA, LLP July 2015 - Present
Management and Training Corporation July 2014 - July 2015
FHI 360 May 2012 - July 2014
FHI 360 May 2011 - May 2012
Academy for Educational Development July 2007 - June 2011
Peace Corps February 2005 - April 2007
USAID October 2004 - February 2005
Amex, USAID Food For Peace Contract May 2003 - September 2004
Crown Consulting July 2002 - May 2003
Education
Smith College 1998 — 2002
B.A., Economics, Anthropology
William Olsen William Olsen's BDO USA, LLP Experience August 2014 - Present
Job IS Assurance Associate
Industry Information Technology and Services
Experience
BDO USA, LLP August 2014 - Present
United States Air Force September 2012 - April 2014
United States Air Force September 2010 - August 2012
United States Air Force August 2009 - August 2010
AlliedBarton Security Services December 2008 - July 2009
Croft Truck Distributors March 2008 - September 2008
WarEagle Security April 2005 - March 2008
West Telemarketing August 2004 - January 2005
Six Flags Fiesta Texas March 2003 - August 2004
US Navy October 2001 - February 2003
Skills
Military, Air Force, DoD, Security Clearance, Quality Assurance, Business Process, Active DoD Top Secret..., Active TS/SCI Clearance, Project Management, Information Security, Information Security...
Education
Southern New Hampshire University
Master of Science (M.S.), Information Technology-Internet Security
The University of Texas at San Antonio 2003 — 2009
Bachelor of Arts (BA), Business Administration and Management, General
BDO USA, LLP August 2014 - Present
United States Air Force September 2012 - April 2014
United States Air Force September 2010 - August 2012
United States Air Force August 2009 - August 2010
AlliedBarton Security Services December 2008 - July 2009
Croft Truck Distributors March 2008 - September 2008
WarEagle Security April 2005 - March 2008
West Telemarketing August 2004 - January 2005
Six Flags Fiesta Texas March 2003 - August 2004
US Navy October 2001 - February 2003
Skills
Military, Air Force, DoD, Security Clearance, Quality Assurance, Business Process, Active DoD Top Secret..., Active TS/SCI Clearance, Project Management, Information Security, Information Security...
Education
Southern New Hampshire University
Master of Science (M.S.), Information Technology-Internet Security
The University of Texas at San Antonio 2003 — 2009
Bachelor of Arts (BA), Business Administration and Management, General
Jeffrey Ward Jeffrey Ward's BDO USA, LLP Experience June 2015 - Present
Job Office Managing Partner Assurance at BDO USA, LLP
Industry Information Technology and Services
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie & Company, L.L.C. August 2003 - May 2015
Clifton Gunderson LLP January 1989 - June 2003
Laclede Gas Company May 1987 - December 1988
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, Leadership, Internal Audit, Accounting, Assurance, Enterprise Risk..., Risk Assessment, Financial Reporting, Internal Controls, Small Business, CPA, Financial Analysis, Information Security, Business Continuity, WebTrust, SSAE 16, COBIT, SOC 1, Financial Statements, Security, Reviews, Tax, Corporate Tax, WebTrust Audit, SysTrust, SSAE16, SOC 2, SOC 3, Business Continuity..., General Ledger, Financial Accounting, Billing Systems, Ethical Hacker, NG911 Studies
Education
Southeast Missouri State University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
BDO USA, LLP June 2015 - Present
Stone Carlie & Company, L.L.C. August 2003 - May 2015
Clifton Gunderson LLP January 1989 - June 2003
Laclede Gas Company May 1987 - December 1988
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, Leadership, Internal Audit, Accounting, Assurance, Enterprise Risk..., Risk Assessment, Financial Reporting, Internal Controls, Small Business, CPA, Financial Analysis, Information Security, Business Continuity, WebTrust, SSAE 16, COBIT, SOC 1, Financial Statements, Security, Reviews, Tax, Corporate Tax, WebTrust Audit, SysTrust, SSAE16, SOC 2, SOC 3, Business Continuity..., General Ledger, Financial Accounting, Billing Systems, Ethical Hacker, NG911 Studies
Education
Southeast Missouri State University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
John Passantino III, CPA John Passantino III, CPA's BDO USA, LLP Experience October 2011 - Present
Job Financial Services Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2011 - Present
BDO USA, LLP July 2005 - October 2011
Eisner & Lubin January 2001 - July 2005
Skills
US GAAP, Accounting, Auditing, CPA, Internal Controls, Assurance, Tax, Financial Reporting, Partnership Taxation, External Audit, Tax Preparation, Tax Accounting, Hedge Funds, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS, Accounting
BDO USA, LLP October 2011 - Present
BDO USA, LLP July 2005 - October 2011
Eisner & Lubin January 2001 - July 2005
Skills
US GAAP, Accounting, Auditing, CPA, Internal Controls, Assurance, Tax, Financial Reporting, Partnership Taxation, External Audit, Tax Preparation, Tax Accounting, Hedge Funds, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS, Accounting
Peggy Wiggins Peggy Wiggins's BDO USA, LLP Experience January 2012 - June 2013
Job Director of Finance & Human Resources at Texas Legal Services Center
Industry Accounting
Experience
Texas Legal Services Center August 2014 - Present
Texas Legal Services Center November 2013 - August 2014
BDO USA, LLP January 2012 - June 2013
J and P Management, LLC November 2008 - December 2011
WJH, PC 2007 - 2008
J and P Management, LLC 2001 - 2006
Houston Tape and Label Co. 1994 - 2001
Skills
Accounting, Corporate Tax, QuickBooks, Tax Preparation, GAAP, Financial Reporting, Tax Returns, Tax, Partnership Taxation, Tax Accounting, Financial Statements, Operations Management, US GAAP, Financial Accounting, Commercial Real Estate, GoSystems, High Net Worth..., Grant Administration, Nonprofits, Grant Accounting &..., Human Resources
Education
St. Edward's University 2011 — 2012
MACT, Masters of Accounting
St. Edward's University 2008 — 2010
BBA, Accounting
Texas Legal Services Center August 2014 - Present
Texas Legal Services Center November 2013 - August 2014
BDO USA, LLP January 2012 - June 2013
J and P Management, LLC November 2008 - December 2011
WJH, PC 2007 - 2008
J and P Management, LLC 2001 - 2006
Houston Tape and Label Co. 1994 - 2001
Skills
Accounting, Corporate Tax, QuickBooks, Tax Preparation, GAAP, Financial Reporting, Tax Returns, Tax, Partnership Taxation, Tax Accounting, Financial Statements, Operations Management, US GAAP, Financial Accounting, Commercial Real Estate, GoSystems, High Net Worth..., Grant Administration, Nonprofits, Grant Accounting &..., Human Resources
Education
St. Edward's University 2011 — 2012
MACT, Masters of Accounting
St. Edward's University 2008 — 2010
BBA, Accounting
Sarah Martin Katz Sarah Martin Katz's BDO USA, LLP Experience September 2014 - Present
Job
Industry Accounting
Experience
BDO USA, LLP September 2014 - Present
Skills
Media Relations, Social Media, Email Marketing, Marketing Strategy, Marketing Communications, Industry Analyst..., Online Advertising, Digital Media, doing business in China, Communication Training, Strategic Communications, Semiconductor Industry, B2B Marketing, Global Marketing, Globalization, Communication, Corporate Communications, Digital Marketing, Search Advertising, Events, Acquisition Integration, Customer Acquisition, Customer Engagement, Crisis Communications, Integrated Marketing, Strategy, Social Media Marketing, SEO, Start-ups, Marketing, Lead Generation
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
Southern Methodist University 1997 — 2001
BDO USA, LLP September 2014 - Present
Skills
Media Relations, Social Media, Email Marketing, Marketing Strategy, Marketing Communications, Industry Analyst..., Online Advertising, Digital Media, doing business in China, Communication Training, Strategic Communications, Semiconductor Industry, B2B Marketing, Global Marketing, Globalization, Communication, Corporate Communications, Digital Marketing, Search Advertising, Events, Acquisition Integration, Customer Acquisition, Customer Engagement, Crisis Communications, Integrated Marketing, Strategy, Social Media Marketing, SEO, Start-ups, Marketing, Lead Generation
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
Southern Methodist University 1997 — 2001
Temi Layeni's BDO USA, LLP Experience January 2015 - April 2015
Job Student, University of Houston, C.T Bauer College of Business | MSACCY
Industry Accounting
Experience
KPMG June 2015 - August 2015
BDO USA, LLP January 2015 - April 2015
Fidelity Investments March 2013 - December 2013
Southern Arkansas University January 2010 - December 2011
Skills
Trading, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Access, Series 7, Series 63, Microsoft Office, Financial Reporting, Mutual Funds, Stocks, Finance, Leadership, Financial Analysis
Education
University of Houston 2014 — 2016
Master of Science (MS), Accounting
Southern Arkansas University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
KPMG June 2015 - August 2015
BDO USA, LLP January 2015 - April 2015
Fidelity Investments March 2013 - December 2013
Southern Arkansas University January 2010 - December 2011
Skills
Trading, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Access, Series 7, Series 63, Microsoft Office, Financial Reporting, Mutual Funds, Stocks, Finance, Leadership, Financial Analysis
Education
University of Houston 2014 — 2016
Master of Science (MS), Accounting
Southern Arkansas University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jessica Donohue Jessica Donohue's BDO USA, LLP Experience May 2005 - April 2008
Job Controller at TowerBrook Capital Partners
Industry Accounting
Experience
TowerBrook Capital Partners L.P. May 2014 - Present
Citi Private Equity Services April 2008 - May 2014
BDO USA, LLP May 2005 - April 2008
Skills
Assurance, Auditing, US GAAP, Financial Accounting, SEC filings, Sarbanes-Oxley Act, IFRS, Financial Reporting, Internal Audit, Tax, Accounting, Corporate Tax, GAAP, Internal Controls, External Audit
Education
St. John's University 2001 — 2002
Master of Business Administration (MBA), Accounting
St. John's University 1997 — 2001
Bachelor of Science (BS), Accounting
TowerBrook Capital Partners L.P. May 2014 - Present
Citi Private Equity Services April 2008 - May 2014
BDO USA, LLP May 2005 - April 2008
Skills
Assurance, Auditing, US GAAP, Financial Accounting, SEC filings, Sarbanes-Oxley Act, IFRS, Financial Reporting, Internal Audit, Tax, Accounting, Corporate Tax, GAAP, Internal Controls, External Audit
Education
St. John's University 2001 — 2002
Master of Business Administration (MBA), Accounting
St. John's University 1997 — 2001
Bachelor of Science (BS), Accounting
Porchia Obanor Porchia Obanor's BDO USA, LLP Experience August 2015 - Present
Job Audit Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP September 2013 - August 2015
McGladrey October 2012 - June 2013
Stream Energy February 2012 - September 2012
McGladrey January 2011 - March 2011
FDIC May 2009 - December 2009
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Bachelor of Business Administration (BBA)
BDO USA, LLP August 2015 - Present
BDO USA, LLP September 2013 - August 2015
McGladrey October 2012 - June 2013
Stream Energy February 2012 - September 2012
McGladrey January 2011 - March 2011
FDIC May 2009 - December 2009
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Bachelor of Business Administration (BBA)
Aden Abiye Aden Abiye's BDO USA, LLP Experience January 2013 - March 2013
Job Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Bank of America June 2013 - August 2013
Southern Methodist University August 2009 - May 2013
BDO USA, LLP January 2013 - March 2013
Office of George W. Bush September 2012 - December 2012
U.S. Bureau of Labor Statistics June 2012 - August 2012
Skills
Accounting, Proficient in Word,..., Data Analysis, Analysis, Research, Peachtree Accounting, PowerPoint, Teamwork, Access, Microsoft Office, Public Speaking, Statistics, QuickBooks, Leadership, Social Networking, Social Media
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2014
Master of Science in Accounting, Accounting
Southern Methodist University 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Westminster 2011 — 2011
Study Abroad
Deloitte September 2014 - Present
Bank of America June 2013 - August 2013
Southern Methodist University August 2009 - May 2013
BDO USA, LLP January 2013 - March 2013
Office of George W. Bush September 2012 - December 2012
U.S. Bureau of Labor Statistics June 2012 - August 2012
Skills
Accounting, Proficient in Word,..., Data Analysis, Analysis, Research, Peachtree Accounting, PowerPoint, Teamwork, Access, Microsoft Office, Public Speaking, Statistics, QuickBooks, Leadership, Social Networking, Social Media
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2014
Master of Science in Accounting, Accounting
Southern Methodist University 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Westminster 2011 — 2011
Study Abroad
M. Faisal Shariff, CPA's BDO USA, LLP Experience September 2006 - June 2009
Job President / Owner at Shariff CPA Firm, P.C.
Industry Accounting
Experience
Shariff CPA Firm, P.C. November 2014 - Present
Deloitte & Touche LLP August 2012 - October 2014
PricewaterhouseCoopers, LLP February 2011 - June 2012
BDO USA, LLP September 2006 - June 2009
Skills
Auditing, US GAAP, Internal Controls, Accounting, Assurance, SEC filings, GAAP, CPA, Big 4
Education
Southern Methodist University - Cox School of Business 2003 — 2006
Accounting, BBA
Shariff CPA Firm, P.C. November 2014 - Present
Deloitte & Touche LLP August 2012 - October 2014
PricewaterhouseCoopers, LLP February 2011 - June 2012
BDO USA, LLP September 2006 - June 2009
Skills
Auditing, US GAAP, Internal Controls, Accounting, Assurance, SEC filings, GAAP, CPA, Big 4
Education
Southern Methodist University - Cox School of Business 2003 — 2006
Accounting, BBA
Piper Smith Piper Smith's BDO USA, LLP Experience January 2015 - March 2015
Job Financial Analyst at CBRE
Industry Financial Services
Experience
CBRE July 2015 - Present
BDO USA, LLP January 2015 - March 2015
Allied High Tech Products, Inc. December 2010 - August 2013
McCartney's University Spirit August 2012 - February 2013
Academics, Etc. January 2009 - June 2011
Skills
Customer Service, SAP, Accounting, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Social Networking, Event Planning
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Palos Verdes High School 2007 — 2011
CBRE July 2015 - Present
BDO USA, LLP January 2015 - March 2015
Allied High Tech Products, Inc. December 2010 - August 2013
McCartney's University Spirit August 2012 - February 2013
Academics, Etc. January 2009 - June 2011
Skills
Customer Service, SAP, Accounting, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Social Networking, Event Planning
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Palos Verdes High School 2007 — 2011
Kaitlin Zentz's BDO USA, LLP Experience June 2015 - Present
Job Human Resource Administrator at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie May 2014 - June 2015
USO of Missouri, Inc. June 2010 - May 2014
The Joseph Center, Eagle's Nest Transitional Center January 2010 - May 2010
USO of Missouri, Inc. January 2010 - May 2010
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Science, Speech Communication - Corporate Organizational Communication
BDO USA, LLP June 2015 - Present
Stone Carlie May 2014 - June 2015
USO of Missouri, Inc. June 2010 - May 2014
The Joseph Center, Eagle's Nest Transitional Center January 2010 - May 2010
USO of Missouri, Inc. January 2010 - May 2010
Education
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Science, Speech Communication - Corporate Organizational Communication
Jeff Shirley, CPA Jeff Shirley, CPA's BDO USA, LLP Experience July 2013 - Present
Job Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP July 2013 - Present
Mikunda, Cottrell, & Co., Inc. December 2009 - July 2013
Skills
Microsoft Certified..., CPA, Microsoft Excel, GAAP, Financial Reporting, Financial Statements, Internal Controls, Accounting, Auditing, General Ledger, Financial Accounting, Financial Audits, US GAAP, Assurance
Education
Saint Cloud State University - G.R. Herberger College of Business 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
BDO USA, LLP July 2013 - Present
Mikunda, Cottrell, & Co., Inc. December 2009 - July 2013
Skills
Microsoft Certified..., CPA, Microsoft Excel, GAAP, Financial Reporting, Financial Statements, Internal Controls, Accounting, Auditing, General Ledger, Financial Accounting, Financial Audits, US GAAP, Assurance
Education
Saint Cloud State University - G.R. Herberger College of Business 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
Kristy Fisher, CPA Kristy Fisher, CPA's BDO USA, LLP Experience June 2015 - Present
Job Tax Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie January 2012 - May 2015
Skills
QuickBooks, Tax, Income Tax, Accounting, Assurance
Education
University of Missouri-Saint Louis 2009 — 2015
Master of Accounting
Southern Illinois University, Edwardsville 1998 — 2002
Bachelor of Science in Economics
BDO USA, LLP June 2015 - Present
Stone Carlie January 2012 - May 2015
Skills
QuickBooks, Tax, Income Tax, Accounting, Assurance
Education
University of Missouri-Saint Louis 2009 — 2015
Master of Accounting
Southern Illinois University, Edwardsville 1998 — 2002
Bachelor of Science in Economics
Edwin Casanova, CPA's BDO USA, LLP Experience September 2014 - Present
Job Senior Auditor at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2014 - Present
Todres and Company, LLP October 2012 - August 2014
Bildner & Giannasco, LLP October 2011 - October 2012
Covati & Janhsen CPA's PC January 2009 - September 2011
Goodyear October 2004 - January 2009
Skills
Auditing, Financial Statements, Tax Accounting, Accounting, Tax Preparation, QuickBooks, Tax, Tax Returns, GAAP, Income Tax, General Ledger, Financial Reporting, Microsoft Excel, Compilation Of..., Journal Entries, Bank Reconciliation, Fixed Assets, Sales Tax, Corporate Tax, Payroll Taxes, Accruals, Bookkeeping, Internal Controls, Due Diligence, Assurance, US GAAP, Creative Solutions..., SEC filings, Sarbanes-Oxley Act, Business Valuation, Financial Audits, Microsoft Word, ProSystem fx Tax, Partnership Taxation, Use Tax, Small Business, Depreciation, Balance Sheet, Year-end Close, Accounts Receivable, Cash, Accounts Payable, Financial Forecasting, Cash Flow, Variance Analysis, Payroll, Sales, ProSeries Tax, CPA, SEC Filings
Education
State University of New York College at Old Westbury 2009 — 2010
Bachelor of Science, Accounting
Suffolk County Community College 2006 — 2008
Associate in Applied Science, Business Admininstration
BDO USA, LLP September 2014 - Present
Todres and Company, LLP October 2012 - August 2014
Bildner & Giannasco, LLP October 2011 - October 2012
Covati & Janhsen CPA's PC January 2009 - September 2011
Goodyear October 2004 - January 2009
Skills
Auditing, Financial Statements, Tax Accounting, Accounting, Tax Preparation, QuickBooks, Tax, Tax Returns, GAAP, Income Tax, General Ledger, Financial Reporting, Microsoft Excel, Compilation Of..., Journal Entries, Bank Reconciliation, Fixed Assets, Sales Tax, Corporate Tax, Payroll Taxes, Accruals, Bookkeeping, Internal Controls, Due Diligence, Assurance, US GAAP, Creative Solutions..., SEC filings, Sarbanes-Oxley Act, Business Valuation, Financial Audits, Microsoft Word, ProSystem fx Tax, Partnership Taxation, Use Tax, Small Business, Depreciation, Balance Sheet, Year-end Close, Accounts Receivable, Cash, Accounts Payable, Financial Forecasting, Cash Flow, Variance Analysis, Payroll, Sales, ProSeries Tax, CPA, SEC Filings
Education
State University of New York College at Old Westbury 2009 — 2010
Bachelor of Science, Accounting
Suffolk County Community College 2006 — 2008
Associate in Applied Science, Business Admininstration
Cheryl Buscher Cheryl Buscher's BDO USA, LLP Experience September 2008 - August 2011
Job Owner, Bloom in Style, LLC
Industry Retail
Experience
Bloom in Style, LLC January 2014 - Present
Buscher's Inc. July 2006 - Present
BDO USA, LLP September 2008 - August 2011
Brian P. Knopf, P.C. June 2006 - September 2008
Skills
Time Management, Budgets, Entertainment, Data Entry, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Office Management, Access, Administrative...
Education
Washington State University 2003 — 2005
Bachelor of Arts (BA), Criminal Justice
Spokane Falls Community College 2001 — 2003
Associate of Arts (AA), Transfer degree
Bloom in Style, LLC January 2014 - Present
Buscher's Inc. July 2006 - Present
BDO USA, LLP September 2008 - August 2011
Brian P. Knopf, P.C. June 2006 - September 2008
Skills
Time Management, Budgets, Entertainment, Data Entry, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Office Management, Access, Administrative...
Education
Washington State University 2003 — 2005
Bachelor of Arts (BA), Criminal Justice
Spokane Falls Community College 2001 — 2003
Associate of Arts (AA), Transfer degree
Nicholas D'Esposito Nicholas D'Esposito's BDO USA, LLP Experience January 2007 - July 2009
Job ERP Project Manager at Dorilton Capital
Industry Information Technology and Services
Experience
Dorilton Capital September 2015 - Present
Nestlé Nespresso December 2013 - September 2015
MIBAR.net July 2013 - December 2013
MIG & Co. April 2011 - July 2013
Kofler, Levenstein, Romanotto PC & Co. November 2009 - May 2010
BDO USA, LLP January 2007 - July 2009
Skills
Accounting, Great Plains Software, Microsoft Excel, Analysis, Business Analysis, Financial Reporting, General Ledger, GAAP, Internal Controls, Microsoft Office, Project Management, ERP, Microsoft Dynamics, Financial Accounting, NetSuite, Microsoft SQL Server, Fixed Asset Management, Bank Reconciliation, Microsoft Dynamics GP, Consulting, Training, Management
Education
St. Francis College 2004 — 2009
Master of Science (M.S.), Accounting
Dorilton Capital September 2015 - Present
Nestlé Nespresso December 2013 - September 2015
MIBAR.net July 2013 - December 2013
MIG & Co. April 2011 - July 2013
Kofler, Levenstein, Romanotto PC & Co. November 2009 - May 2010
BDO USA, LLP January 2007 - July 2009
Skills
Accounting, Great Plains Software, Microsoft Excel, Analysis, Business Analysis, Financial Reporting, General Ledger, GAAP, Internal Controls, Microsoft Office, Project Management, ERP, Microsoft Dynamics, Financial Accounting, NetSuite, Microsoft SQL Server, Fixed Asset Management, Bank Reconciliation, Microsoft Dynamics GP, Consulting, Training, Management
Education
St. Francis College 2004 — 2009
Master of Science (M.S.), Accounting
Susan (Sue) Rose Susan (Sue) Rose's BDO USA, LLP Experience November 2011 - Present
Job Tax Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2011 - Present
Carneiro, Chumney & Co. September 2001 - October 2011
Joy Chestnutt CPA PLLC June 1997 - September 2001
Strieber & Associates January 1985 - June 1997
Skills
Accounting, Financial Reporting, Income Tax, Tax Research, Partnership Taxation, Corporate Tax, Tax Accounting, US GAAP, Tax, GAAP, Trust Taxation, Internal Controls
Education
UTSA 1983 — 1985
No Degree, Accounting
St. Mary's University 1973 — 1975
No Degree, Accounting
BDO USA, LLP November 2011 - Present
Carneiro, Chumney & Co. September 2001 - October 2011
Joy Chestnutt CPA PLLC June 1997 - September 2001
Strieber & Associates January 1985 - June 1997
Skills
Accounting, Financial Reporting, Income Tax, Tax Research, Partnership Taxation, Corporate Tax, Tax Accounting, US GAAP, Tax, GAAP, Trust Taxation, Internal Controls
Education
UTSA 1983 — 1985
No Degree, Accounting
St. Mary's University 1973 — 1975
No Degree, Accounting
Sarah Racanelli's BDO USA, LLP Experience May 2015 - Present
Job Tax Associate at BDO
Industry Accounting
Experience
BDO USA, LLP May 2015 - Present
Maxwell Locke & Ritter LLP January 2015 - April 2015
PricewaterhouseCoopers June 2012 - August 2012
Texas Senate May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Critical Thinking
Education
Texas State University-San Marcos 2013 — 2014
Master's degree, Accounting
St. Mary's University 2009 — 2012
BBA, Accounting
BDO USA, LLP May 2015 - Present
Maxwell Locke & Ritter LLP January 2015 - April 2015
PricewaterhouseCoopers June 2012 - August 2012
Texas Senate May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Critical Thinking
Education
Texas State University-San Marcos 2013 — 2014
Master's degree, Accounting
St. Mary's University 2009 — 2012
BBA, Accounting
Lindsay LaNasa Lindsay LaNasa's BDO USA, LLP Experience September 2015 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
BDO USA, LLP January 2014 - April 2014
USMD Holdings, Inc. June 2013 - August 2013
Skills
Microsoft Office, Accounting
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Accounting
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP September 2015 - Present
BDO USA, LLP January 2014 - April 2014
USMD Holdings, Inc. June 2013 - August 2013
Skills
Microsoft Office, Accounting
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master's Degree, Accounting
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Sean Windsor's BDO USA, LLP Experience November 2014 - Present
Job Managing Director at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP November 2014 - Present
Houlihan Lokey December 2011 - November 2013
FTI Consulting April 2005 - December 2011
PricewaterhouseCoopers June 2003 - April 2005
Self - Employed (Special Projects) 2002 - 2003
Deutsche Bank 2001 - 2002
Citigroup 1997 - 2001
Skills
Due Diligence, Investment Banking, Accounting, Sell Side, Buy-side, Valuation, Mergers, Corporate Finance, Private Equity, Restructuring, Divestitures, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Southern Methodist University
Bachelor of Administration, Accounting
BDO USA, LLP November 2014 - Present
Houlihan Lokey December 2011 - November 2013
FTI Consulting April 2005 - December 2011
PricewaterhouseCoopers June 2003 - April 2005
Self - Employed (Special Projects) 2002 - 2003
Deutsche Bank 2001 - 2002
Citigroup 1997 - 2001
Skills
Due Diligence, Investment Banking, Accounting, Sell Side, Buy-side, Valuation, Mergers, Corporate Finance, Private Equity, Restructuring, Divestitures, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Southern Methodist University
Bachelor of Administration, Accounting
Owen Gombami, MBA's BDO USA, LLP Experience January 2015 - Present
Job Audit Associate
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
BNY Mellon April 2013 - December 2014
Webber International University August 2011 - February 2013
Randy's Family Restaurant July 2012 - October 2012
Saint Francis University June 2011 - July 2011
Skills
Finance, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Strategic Leadership, Budgets, Access, Sports, Time Management, Investment Valuation, Fundraising, Leadership, Accounts Payable, Account Reconciliation, Internal Controls, Training, Auditing, Forecasting, QuickBooks, Financial Statements, Accounts Receivable, Financial Accounting, US GAAP, General Ledger, SEC filings
Education
Webber International University 2011 — 2013
MBA, Accounting
St. Francis University 2008 — 2011
BS, Finance, Minor: Accounting
Mzilikazi high school 2005 — 2006
GSce
BDO USA, LLP January 2015 - Present
BNY Mellon April 2013 - December 2014
Webber International University August 2011 - February 2013
Randy's Family Restaurant July 2012 - October 2012
Saint Francis University June 2011 - July 2011
Skills
Finance, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Strategic Leadership, Budgets, Access, Sports, Time Management, Investment Valuation, Fundraising, Leadership, Accounts Payable, Account Reconciliation, Internal Controls, Training, Auditing, Forecasting, QuickBooks, Financial Statements, Accounts Receivable, Financial Accounting, US GAAP, General Ledger, SEC filings
Education
Webber International University 2011 — 2013
MBA, Accounting
St. Francis University 2008 — 2011
BS, Finance, Minor: Accounting
Mzilikazi high school 2005 — 2006
GSce
Joel Lennox, CPA Joel Lennox, CPA's BDO USA, LLP Experience August 2014 - Present
Job Tax Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP July 2012 - July 2014
Service King Collision Repairs January 2011 - June 2012
Forte Management March 2010 - December 2010
Forte Management September 2009 - March 2010
MoPo Productions June 2009 - September 2009
Skills
Accounting, Finance, Financial Modeling, General Ledger, Cash Flow, Due Diligence, Tax, Mergers & Acquisitions, Financial Statements, Auditing, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science, Accounting
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors of Business Administration, Financial Consulting
Southern Methodist University 2005 — 2009
Bachelors of Science, Economics with Finance Applications
BDO USA, LLP August 2014 - Present
BDO USA, LLP July 2012 - July 2014
Service King Collision Repairs January 2011 - June 2012
Forte Management March 2010 - December 2010
Forte Management September 2009 - March 2010
MoPo Productions June 2009 - September 2009
Skills
Accounting, Finance, Financial Modeling, General Ledger, Cash Flow, Due Diligence, Tax, Mergers & Acquisitions, Financial Statements, Auditing, Valuation
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science, Accounting
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors of Business Administration, Financial Consulting
Southern Methodist University 2005 — 2009
Bachelors of Science, Economics with Finance Applications
DAVID CASAVECCHIA DAVID CASAVECCHIA's BDO USA, LLP Experience February 2011 - Present
Job Managing Partner, Financial Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP February 2011 - Present
ERNST AND YOUNG LLP October 1997 - February 2011
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
B.S., Accounting
BDO USA, LLP February 2011 - Present
ERNST AND YOUNG LLP October 1997 - February 2011
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
B.S., Accounting
Kathy Kopczick Kathy Kopczick's BDO USA, LLP Experience August 2001 - Present
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2001 - Present
COOPERS & LYBRAND, LLP 1985 - 2001
Skills
IPO, Mergers & Acquisitions, Auditing, SEC filings, Financial Reporting, US GAAP, CPA, Accounting, Corporate Finance, Finance, GAAP, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Assurance, External Audit, Financial Audits, Strategic Planning, Due Diligence, Manufacturing
Education
Southern Illinois University, Carbondale 1976 — 1978
BDO USA, LLP August 2001 - Present
COOPERS & LYBRAND, LLP 1985 - 2001
Skills
IPO, Mergers & Acquisitions, Auditing, SEC filings, Financial Reporting, US GAAP, CPA, Accounting, Corporate Finance, Finance, GAAP, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Assurance, External Audit, Financial Audits, Strategic Planning, Due Diligence, Manufacturing
Education
Southern Illinois University, Carbondale 1976 — 1978
Jessica Dorfler, CPA Jessica Dorfler, CPA's BDO USA, LLP Experience August 2014 - Present
Job Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
Reilly, Penner & Benton, LLP June 2011 - July 2014
Reilly, Penner & Benton, LLP July 2010 - August 2010
Sendik's Food Market April 2006 - August 2009
Skills
Time Management, Customer Service, Microsoft Office, Financial Accounting, Problem Solving
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration, Accounting
BDO USA, LLP August 2014 - Present
Reilly, Penner & Benton, LLP June 2011 - July 2014
Reilly, Penner & Benton, LLP July 2010 - August 2010
Sendik's Food Market April 2006 - August 2009
Skills
Time Management, Customer Service, Microsoft Office, Financial Accounting, Problem Solving
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration, Accounting
Kyle Wagner Kyle Wagner's BDO USA, LLP Experience September 2008 - December 2011
Job Senior at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass December 2011 - June 2014
BDO USA, LLP September 2008 - December 2011
BDO Cayman Islands May 2011 - July 2011
Skills
Excel, Word, US GAAP, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Assurance, External Audit, General Ledger, Financial Analysis, QuickBooks
Education
Stephen F. Austin State University 2003 — 2008
Masters, Accounting
KPMG US July 2014 - Present
Rothstein Kass December 2011 - June 2014
BDO USA, LLP September 2008 - December 2011
BDO Cayman Islands May 2011 - July 2011
Skills
Excel, Word, US GAAP, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Assurance, External Audit, General Ledger, Financial Analysis, QuickBooks
Education
Stephen F. Austin State University 2003 — 2008
Masters, Accounting
Christopher Woo's BDO USA, LLP Experience June 2015 - August 2015
Job Assurance Intern at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - August 2015
Becker CPA Program May 2014 - May 2015
BDO USA, LLP June 2014 - June 2014
Stunning Fashion June 2013 - September 2013
St. Francis Preparatory High School September 2011 - May 2012
St. Francis Preparatory High School September 2010 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Public Speaking, Teamwork, Time Management, Financial Accounting, Auditing, Customer Service, Financial Analysis, Research
Education
St. John's University 2012 — 2016
Bachelor of Science (B.S.), Accounting, Dean’s List:2012 - 2014
St. Francis Preparatory High School 2008 — 2012
High School
BDO USA, LLP June 2015 - August 2015
Becker CPA Program May 2014 - May 2015
BDO USA, LLP June 2014 - June 2014
Stunning Fashion June 2013 - September 2013
St. Francis Preparatory High School September 2011 - May 2012
St. Francis Preparatory High School September 2010 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Public Speaking, Teamwork, Time Management, Financial Accounting, Auditing, Customer Service, Financial Analysis, Research
Education
St. John's University 2012 — 2016
Bachelor of Science (B.S.), Accounting, Dean’s List:2012 - 2014
St. Francis Preparatory High School 2008 — 2012
High School
Jimmy Phelan Jimmy Phelan's BDO USA, LLP Experience June 2015 - Present
Job Audit Associate
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
SUNY Geneseo August 2013 - March 2015
BDO USA, LLP June 2014 - August 2014
EFP Rotenberg, LLP January 2014 - March 2014
Sauvigne & Co., LLP May 2012 - August 2013
The H.W. Wilson Company June 2008 - August 2008
The H.W. Wilson Company June 2007 - August 2007
Skills
Microsoft Office, QuickBooks, Minitab, Caseware, Caseview, Auditing, Management Accounting, Social Media, Internal Controls, Financial Reporting, Microsoft Excel, Teamwork, Financial Accounting, Finance, PowerPoint, Microsoft Word, Access, Accounting
Education
SUNY Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
BDO USA, LLP June 2015 - Present
SUNY Geneseo August 2013 - March 2015
BDO USA, LLP June 2014 - August 2014
EFP Rotenberg, LLP January 2014 - March 2014
Sauvigne & Co., LLP May 2012 - August 2013
The H.W. Wilson Company June 2008 - August 2008
The H.W. Wilson Company June 2007 - August 2007
Skills
Microsoft Office, QuickBooks, Minitab, Caseware, Caseview, Auditing, Management Accounting, Social Media, Internal Controls, Financial Reporting, Microsoft Excel, Teamwork, Financial Accounting, Finance, PowerPoint, Microsoft Word, Access, Accounting
Education
SUNY Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
Kassandra Vaness Kassandra Vaness's BDO USA, LLP Experience August 2015 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
National Honor Society of Leadership January 2012 - June 2015
McGladrey January 2015 - April 2015
Richard Green House August 2014 - December 2014
Accounting Club May 2014 - December 2014
Accounting Club January 2012 - December 2014
Sky High Camping Resort May 2013 - October 2014
Accounting Club December 2013 - May 2014
St. Cloud State University September 2013 - May 2014
St. Cloud State University August 2010 - May 2014
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Tax Preparation, Financial Analysis, Income Tax, Microsoft Excel, Bookkeeping, Time Management, Microsoft Word, Teamwork, Microsoft Office, Leadership, PowerPoint
Education
St. Cloud State University 2010 — 2015
Bachelor of Science (BS), Accounting, Senior
St. Cloud State University 2010 — 2015
Bachelor of Science, Accounting
BDO USA, LLP August 2015 - Present
National Honor Society of Leadership January 2012 - June 2015
McGladrey January 2015 - April 2015
Richard Green House August 2014 - December 2014
Accounting Club May 2014 - December 2014
Accounting Club January 2012 - December 2014
Sky High Camping Resort May 2013 - October 2014
Accounting Club December 2013 - May 2014
St. Cloud State University September 2013 - May 2014
St. Cloud State University August 2010 - May 2014
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Tax Preparation, Financial Analysis, Income Tax, Microsoft Excel, Bookkeeping, Time Management, Microsoft Word, Teamwork, Microsoft Office, Leadership, PowerPoint
Education
St. Cloud State University 2010 — 2015
Bachelor of Science (BS), Accounting, Senior
St. Cloud State University 2010 — 2015
Bachelor of Science, Accounting
Essence Wilson's BDO USA, LLP Experience February 2012 - May 2012
Job Tax Associate State & Local Tax at McGladrey, LLP
Industry Philanthropy
Experience
McGladrey December 2013 - Present
McGladrey May 2012 - August 2013
BDO USA, LLP February 2012 - May 2012
Ford Foundation June 2011 - January 2012
TD Bank Group May 2010 - June 2011
BPC Management October 2009 - December 2010
Skills
Microsoft Excel, Accounting, Tax, Payroll, Public Speaking, Customer Service, Microsoft Word, Financial Accounting, Leadership, Financial Statements, Sarbanes-Oxley Act, Budgets, GAAP, Invoicing, PowerPoint, Tax Preparation, Forecasting, Analysis
Education
St. Francis College 2008 — 2013
MS/BS, Accounting
McGladrey December 2013 - Present
McGladrey May 2012 - August 2013
BDO USA, LLP February 2012 - May 2012
Ford Foundation June 2011 - January 2012
TD Bank Group May 2010 - June 2011
BPC Management October 2009 - December 2010
Skills
Microsoft Excel, Accounting, Tax, Payroll, Public Speaking, Customer Service, Microsoft Word, Financial Accounting, Leadership, Financial Statements, Sarbanes-Oxley Act, Budgets, GAAP, Invoicing, PowerPoint, Tax Preparation, Forecasting, Analysis
Education
St. Francis College 2008 — 2013
MS/BS, Accounting
Craig Korth Craig Korth's BDO USA, LLP Experience June 2007 - August 2007
Job Senior Financial Reporting and Technical Analyst at Priceline.com
Industry Accounting
Experience
Priceline.com October 2013 - Present
KAYAK November 2010 - October 2013
PwC October 2008 - November 2010
Merrill Lynch September 2007 - December 2007
BDO USA, LLP June 2007 - August 2007
Skills
Financial Reporting, Quickbooks, Accounting, Auditing, Payments, Valuation, GAAP, Hedge Funds, Asset, Analysis, IPO, SEC reporting, Journal Entries, FASB, Fixed Assets, General Ledger, Excel, Annual Reports, Technical Accounting, Small Business, Revenue Recognition, Accruals, Account Reconciliation, SEC filings, Internal Controls, Financial Statements, US GAAP, Internal Audit, Financial Accounting, QuickBooks
Education
SUNY Geneseo 2004 — 2008
BS, Accounting
Priceline.com October 2013 - Present
KAYAK November 2010 - October 2013
PwC October 2008 - November 2010
Merrill Lynch September 2007 - December 2007
BDO USA, LLP June 2007 - August 2007
Skills
Financial Reporting, Quickbooks, Accounting, Auditing, Payments, Valuation, GAAP, Hedge Funds, Asset, Analysis, IPO, SEC reporting, Journal Entries, FASB, Fixed Assets, General Ledger, Excel, Annual Reports, Technical Accounting, Small Business, Revenue Recognition, Accruals, Account Reconciliation, SEC filings, Internal Controls, Financial Statements, US GAAP, Internal Audit, Financial Accounting, QuickBooks
Education
SUNY Geneseo 2004 — 2008
BS, Accounting
Prashant Patel, CPA Prashant Patel, CPA's BDO USA, LLP Experience March 2015 - Present
Job Senior Audit Associate at BDO
Industry Accounting
Experience
BDO USA, LLP March 2015 - Present
PwC August 2011 - March 2015
Deloitte & Touche January 2011 - March 2011
Skills
GAAP, Auditing, US GAAP, Financial Reporting, CPA, Tax, Financial Analysis, Accounting, SEC filings, Financial Accounting, Valuation, Assurance, External Audit, Financial Statements, Internal Controls
Education
CFA (Passed level 1 and 2) 2010 — 2012
Saint John's University - Peter J. Tobin College of Business 2010 — 2011
MS, Accounting
CPA 2009 — 2010
Temple University 2006 — 2009
BBA, Accounting and Finance
BDO USA, LLP March 2015 - Present
PwC August 2011 - March 2015
Deloitte & Touche January 2011 - March 2011
Skills
GAAP, Auditing, US GAAP, Financial Reporting, CPA, Tax, Financial Analysis, Accounting, SEC filings, Financial Accounting, Valuation, Assurance, External Audit, Financial Statements, Internal Controls
Education
CFA (Passed level 1 and 2) 2010 — 2012
Saint John's University - Peter J. Tobin College of Business 2010 — 2011
MS, Accounting
CPA 2009 — 2010
Temple University 2006 — 2009
BBA, Accounting and Finance
Karen McDaniel Karen McDaniel's BDO USA, LLP Experience August 2015 - Present
Job Assurance Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
Susan G. Komen® Austin October 2014 - Present
BDO USA, LLP April 2010 - July 2015
BDO USA, LLP June 2006 - April 2010
Raich Ende Malter & Co., LLP December 2003 - May 2006
Skills
SEC filings, Accounting, US GAAP, Financial Reporting, Assurance, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, CPA, Due Diligence
Education
State University of New York College at Old Westbury 1999 — 2004
BS, Accounting
BDO USA, LLP August 2015 - Present
Susan G. Komen® Austin October 2014 - Present
BDO USA, LLP April 2010 - July 2015
BDO USA, LLP June 2006 - April 2010
Raich Ende Malter & Co., LLP December 2003 - May 2006
Skills
SEC filings, Accounting, US GAAP, Financial Reporting, Assurance, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, CPA, Due Diligence
Education
State University of New York College at Old Westbury 1999 — 2004
BS, Accounting
Richard Lynn, CPA Richard Lynn, CPA's BDO USA, LLP Experience December 2012 - November 2014
Job Audit Senior at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
BDO USA, LLP December 2012 - November 2014
Rosen Seymour Shapss Martin & Company LLP January 2012 - December 2012
Clifton Gunderson LLP July 2008 - January 2012
Defense Contract Audit Agency July 2006 - June 2008
Skills
Auditing, Accounting, GAAP, CPA, US GAAP, SEC filings, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Assurance, Fixed Assets, CCH ProSystem fx, Audit Process Tool, IDEA
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2007
Master of Science, Accounting
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting
McGladrey November 2014 - Present
BDO USA, LLP December 2012 - November 2014
Rosen Seymour Shapss Martin & Company LLP January 2012 - December 2012
Clifton Gunderson LLP July 2008 - January 2012
Defense Contract Audit Agency July 2006 - June 2008
Skills
Auditing, Accounting, GAAP, CPA, US GAAP, SEC filings, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Assurance, Fixed Assets, CCH ProSystem fx, Audit Process Tool, IDEA
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2007
Master of Science, Accounting
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting
Jamie Vendetti, CPA Jamie Vendetti, CPA's BDO USA, LLP Experience November 2004 - January 2012
Job Controller at Q Management Services
Industry Accounting
Experience
Q Management Services, LLC April 2014 - Present
Insero & Company CPAs, P.C. December 2013 - April 2014
Websense January 2012 - July 2013
BDO USA, LLP November 2004 - January 2012
Rotenberg & Co. LLP December 2001 - October 2004
Skills
Financial Reporting, US GAAP, Auditing, IFRS, Financial Statements
Education
State University of New York at Oswego 1997 — 2001
BS, Accounting
Q Management Services, LLC April 2014 - Present
Insero & Company CPAs, P.C. December 2013 - April 2014
Websense January 2012 - July 2013
BDO USA, LLP November 2004 - January 2012
Rotenberg & Co. LLP December 2001 - October 2004
Skills
Financial Reporting, US GAAP, Auditing, IFRS, Financial Statements
Education
State University of New York at Oswego 1997 — 2001
BS, Accounting
Jacqueline Hopper, CPA's BDO USA, LLP Experience January 2014 - Present
Job Experienced Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2014 - Present
BDO USA, LLP January 2013 - September 2013
Progressive Insurance February 2006 - January 2013
Progressive Insurance August 2003 - March 2006
Skills
Tax, Personal Income Tax..., GoSystems, Partnership Tax Returns, PeopleSoft, Conducting Interviews, Corporate Tax, Tax Preparation
Education
St. Edward's University 2010 — 2014
Master of Accounting, Accounting, 4.0
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, 3.82
BDO USA, LLP January 2014 - Present
BDO USA, LLP January 2013 - September 2013
Progressive Insurance February 2006 - January 2013
Progressive Insurance August 2003 - March 2006
Skills
Tax, Personal Income Tax..., GoSystems, Partnership Tax Returns, PeopleSoft, Conducting Interviews, Corporate Tax, Tax Preparation
Education
St. Edward's University 2010 — 2014
Master of Accounting, Accounting, 4.0
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, 3.82
Christian Dewhurst's BDO USA, LLP Experience August 2013 - November 2013
Job Attorney at Coats Rose
Industry Law Practice
Experience
Coats Rose December 2014 - Present
South Texas College of Law August 2014 - Present
Grimes & Fertitta, P.C. June 2014 - November 2014
BDO USA, LLP August 2013 - November 2013
Harris County District Attorneys Office May 2012 - August 2012
Fourteenth Court of Appeals of Texas May 2011 - July 2011
Skills
Analysis, Auditing, Forecasting, Valuation, Legal Research, Westlaw, Legal Writing, Litigation, Account Reconciliation, Mediation, PowerPoint, Civil Litigation, Microsoft Office, GAAP, Research, Microsoft Excel, Corporate Law, Public Speaking, Microsoft Word, Commercial Litigation, Financial Analysis, Fundraising, Spanish, Criminal Law, Contract Negotiation, Lexis, Courts, Nonprofits, Trials, Outlook, Accounting, Variance Analysis, Social Media, Car Wash, Appeals, Hearings, Talking Points, Leadership, Dog Walking, Meditation, Podcasting, Legal Issues, Fantasy Football, Batteries, Small Talk, Legal Assistance, Intellectual Property, Personal Injury, Appellate Practice, Pleadings
Education
Rhodes College
Bachelor of Arts (B.A.), Business Administration and Management, General
South Texas College of Law
Juris Doctor
Coats Rose December 2014 - Present
South Texas College of Law August 2014 - Present
Grimes & Fertitta, P.C. June 2014 - November 2014
BDO USA, LLP August 2013 - November 2013
Harris County District Attorneys Office May 2012 - August 2012
Fourteenth Court of Appeals of Texas May 2011 - July 2011
Skills
Analysis, Auditing, Forecasting, Valuation, Legal Research, Westlaw, Legal Writing, Litigation, Account Reconciliation, Mediation, PowerPoint, Civil Litigation, Microsoft Office, GAAP, Research, Microsoft Excel, Corporate Law, Public Speaking, Microsoft Word, Commercial Litigation, Financial Analysis, Fundraising, Spanish, Criminal Law, Contract Negotiation, Lexis, Courts, Nonprofits, Trials, Outlook, Accounting, Variance Analysis, Social Media, Car Wash, Appeals, Hearings, Talking Points, Leadership, Dog Walking, Meditation, Podcasting, Legal Issues, Fantasy Football, Batteries, Small Talk, Legal Assistance, Intellectual Property, Personal Injury, Appellate Practice, Pleadings
Education
Rhodes College
Bachelor of Arts (B.A.), Business Administration and Management, General
South Texas College of Law
Juris Doctor
Jonathan Petromelis Jonathan Petromelis's BDO USA, LLP Experience 1985 - 1996
Job Principal at PetroPark Management
Industry Building Materials
Experience
Amesbury (subsidiary of publicly quoted Tyman PLC) 2008 - 2014
Amesbury (subsidiary of publicly quoted Tyman PLC) 2002 - 2008
iBasis 2000 - 2002
Amesbury Group (subsidiary of publicly quoted Laird Group, plc.) 1996 - 2000
BDO USA, LLP 1985 - 1996
Education
State University of New York at Buffalo - School of Management 1981 — 1985
Bachelor of Science (B.S.), Accounting
Amesbury (subsidiary of publicly quoted Tyman PLC) 2008 - 2014
Amesbury (subsidiary of publicly quoted Tyman PLC) 2002 - 2008
iBasis 2000 - 2002
Amesbury Group (subsidiary of publicly quoted Laird Group, plc.) 1996 - 2000
BDO USA, LLP 1985 - 1996
Education
State University of New York at Buffalo - School of Management 1981 — 1985
Bachelor of Science (B.S.), Accounting
Anisha Reddy's BDO USA, LLP Experience September 2013 - March 2014
Job IP Litigation Paralegal at Pearl Cohen Zedek Latzer Baratz
Industry Law Practice
Experience
Pearl Cohen Zedek Latzer Baratz April 2014 - Present
BDO USA, LLP September 2013 - March 2014
The Research Foundation for SUNY June 2010 - August 2013
Freyr Solutions June 2012 - August 2012
Skills
Public Speaking, Research, PowerPoint, Data Analysis, Community Outreach, Nonprofits, Leadership, Access, Social Networking, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office
Education
Stony Brook University 2009 — 2013
Bachelor's Degree
Pearl Cohen Zedek Latzer Baratz April 2014 - Present
BDO USA, LLP September 2013 - March 2014
The Research Foundation for SUNY June 2010 - August 2013
Freyr Solutions June 2012 - August 2012
Skills
Public Speaking, Research, PowerPoint, Data Analysis, Community Outreach, Nonprofits, Leadership, Access, Social Networking, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office
Education
Stony Brook University 2009 — 2013
Bachelor's Degree
Joshua Edwards Joshua Edwards's BDO USA, LLP Experience January 2015 - Present
Job CPA, Tax Manager BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
SS&G August 2012 - January 2015
Grant Thornton LLP December 2011 - August 2012
SS&G January 2010 - December 2011
Alpern Rosenthal July 2008 - December 2009
The Dolan Group January 2008 - April 2008
Ellwood Group, Inc January 2007 - January 2008
Skills
Accounting, Finance, Corporate Tax, Tax Returns, Bank Reconciliation, Income Tax, CPA, Tax Accounting, Tax, Bookkeeping, Fixed Assets, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax Preparation, Tax Research
Education
Slippery Rock University of Pennsylvania 2004 — 2008
BSBA, Accounting, Finance minor
BDO USA, LLP January 2015 - Present
SS&G August 2012 - January 2015
Grant Thornton LLP December 2011 - August 2012
SS&G January 2010 - December 2011
Alpern Rosenthal July 2008 - December 2009
The Dolan Group January 2008 - April 2008
Ellwood Group, Inc January 2007 - January 2008
Skills
Accounting, Finance, Corporate Tax, Tax Returns, Bank Reconciliation, Income Tax, CPA, Tax Accounting, Tax, Bookkeeping, Fixed Assets, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax Preparation, Tax Research
Education
Slippery Rock University of Pennsylvania 2004 — 2008
BSBA, Accounting, Finance minor
Ken Shepard Ken Shepard's BDO USA, LLP Experience August 2005 - Present
Job Assurance Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2005 - Present
Skills
US GAAP, SEC filings, Mergers & Acquisitions, Assurance, CPA, GAAP, Sarbanes-Oxley Act, Financial Risk, Auditing, Sarbanes-Oxley, External Audit, Internal Controls, Financial Accounting, Revenue Recognition, Accounting
Education
University of Alabama 2005 — 2005
MACC, Accounting
Southern Illinois University, Edwardsville 2000 — 2004
BS, Accounting
BDO USA, LLP August 2005 - Present
Skills
US GAAP, SEC filings, Mergers & Acquisitions, Assurance, CPA, GAAP, Sarbanes-Oxley Act, Financial Risk, Auditing, Sarbanes-Oxley, External Audit, Internal Controls, Financial Accounting, Revenue Recognition, Accounting
Education
University of Alabama 2005 — 2005
MACC, Accounting
Southern Illinois University, Edwardsville 2000 — 2004
BS, Accounting
Andrew Cacciapaglia Andrew Cacciapaglia's BDO USA, LLP Experience June 2011 - July 2012
Job IT Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
Andrew Anthony July 2012 - Present
BDO USA, LLP June 2011 - July 2012
Meta Healthcare IT Solutions June 2010 - June 2011
Eckerd May 2004 - June 2010
Skills
Internal Audit, IT Audit, Sarbanes-Oxley Act, Auditing, Accounting, Programming, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Public Accounting
St. John's University 2004 — 2008
Bachelor's degree, Marketing/Marketing Management, General
Andrew Anthony July 2012 - Present
BDO USA, LLP June 2011 - July 2012
Meta Healthcare IT Solutions June 2010 - June 2011
Eckerd May 2004 - June 2010
Skills
Internal Audit, IT Audit, Sarbanes-Oxley Act, Auditing, Accounting, Programming, SAS70
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
MBA, Public Accounting
St. John's University 2004 — 2008
Bachelor's degree, Marketing/Marketing Management, General
Nick Turner, CPA, CFP's BDO USA, LLP Experience Tax ManagerCross, Fernandez & Riley, LLPSeptember 2014 - Present
Job Tax Manager at Cross, Fernandez & Riley, LLP
Industry Accounting
Experience
BDO USA, LLP Tax ManagerCross, Fernandez & Riley, LLPSeptember 2014 - Present
Warren Averett, LLC January 2011 - September 2014
Skills
Corporate Tax, US Tax, CPA, Financial Accounting, Tax Preparation, Accounting, Financial Reporting, GAAP, Income Tax, Internal Controls, Partnership Taxation, S Corporations, Tax Accounting, Tax Research
Education
University of South Florida 2002 — 2004
Accounting
Spring Hill College 1998 — 2002
BS, Accounting
Jesuit High School 1994 — 1998
Diploma
BDO USA, LLP Tax ManagerCross, Fernandez & Riley, LLPSeptember 2014 - Present
Warren Averett, LLC January 2011 - September 2014
Skills
Corporate Tax, US Tax, CPA, Financial Accounting, Tax Preparation, Accounting, Financial Reporting, GAAP, Income Tax, Internal Controls, Partnership Taxation, S Corporations, Tax Accounting, Tax Research
Education
University of South Florida 2002 — 2004
Accounting
Spring Hill College 1998 — 2002
BS, Accounting
Jesuit High School 1994 — 1998
Diploma
Demetrios Frangiskatos's BDO USA, LLP Experience July 2011 - Present
Job Partner at BDO
Industry Accounting
Experience
BDO USA, LLP July 2011 - Present
BDO USA, LLP November 2000 - July 2011
Skills
SEC filings, Accounting, Auditing, Due Diligence, GAAP, Private Equity, Financial Reporting, US GAAP, Start-ups, Financial Analysis, Mergers, Internal Controls, Assurance, Sarbanes-Oxley Act, Divestitures, Healthcare, Transaction Advisory, SEC reporting, Audit, SOX, IPO, Revenue Recognition, Financial Audits, Sarbanes-Oxley, Corporate Finance, CPA, Sandwiches, Transaction Processing
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelor, Accounting
St Francis Prepatory Scool 1992 — 1996
High School
William Spyropoulos
Grade School
BDO USA, LLP July 2011 - Present
BDO USA, LLP November 2000 - July 2011
Skills
SEC filings, Accounting, Auditing, Due Diligence, GAAP, Private Equity, Financial Reporting, US GAAP, Start-ups, Financial Analysis, Mergers, Internal Controls, Assurance, Sarbanes-Oxley Act, Divestitures, Healthcare, Transaction Advisory, SEC reporting, Audit, SOX, IPO, Revenue Recognition, Financial Audits, Sarbanes-Oxley, Corporate Finance, CPA, Sandwiches, Transaction Processing
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelor, Accounting
St Francis Prepatory Scool 1992 — 1996
High School
William Spyropoulos
Grade School
Donna Kwok, CPA Donna Kwok, CPA's BDO USA, LLP Experience November 2014 - Present
Job Assurance Senior
Industry Financial Services
Experience
BDO USA, LLP November 2014 - Present
Bank of Tokyo-Mitsubishi UFJ May 2011 - November 2014
BNY ConvergEx November 2007 - November 2010
Berdon LLP January 2007 - October 2007
Buchbinder Tunick & Co. LLP September 2005 - December 2006
Skills
Account Reconciliation, Accounts Receivable, Revenue Recognition, Accounting, Budgets, Financial Analysis, Financial Statements, Accounts Payable, CPA, Financial Audits, Financial Reporting, GAAP, General Ledger, Internal Controls
Education
State University of New York at Buffalo - School of Management 2001 — 2005
BS, Accounting/Finance
BDO USA, LLP November 2014 - Present
Bank of Tokyo-Mitsubishi UFJ May 2011 - November 2014
BNY ConvergEx November 2007 - November 2010
Berdon LLP January 2007 - October 2007
Buchbinder Tunick & Co. LLP September 2005 - December 2006
Skills
Account Reconciliation, Accounts Receivable, Revenue Recognition, Accounting, Budgets, Financial Analysis, Financial Statements, Accounts Payable, CPA, Financial Audits, Financial Reporting, GAAP, General Ledger, Internal Controls
Education
State University of New York at Buffalo - School of Management 2001 — 2005
BS, Accounting/Finance
Erica DeVal Erica DeVal's BDO USA, LLP Experience September 2015 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
Saint Francis University Athletic Building September 2013 - May 2015
Delta Phi Epsilon, Alpha Sigma Chapter January 2014 - December 2014
Saint Margaret's Day School June 2013 - August 2013
Skills
Leadership, Social Skills, Accounting, Oral & Written..., Finance, Athletics, Research, Time Management, Financial Analysis, Volunteering, Sports, Greek Life, Community Service, Communication, Event Planning, Public Speaking, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service
Education
St. Francis University 2011 — 2015
Bachelor's degree, Accounting and Finance
BDO USA, LLP September 2015 - Present
Saint Francis University Athletic Building September 2013 - May 2015
Delta Phi Epsilon, Alpha Sigma Chapter January 2014 - December 2014
Saint Margaret's Day School June 2013 - August 2013
Skills
Leadership, Social Skills, Accounting, Oral & Written..., Finance, Athletics, Research, Time Management, Financial Analysis, Volunteering, Sports, Greek Life, Community Service, Communication, Event Planning, Public Speaking, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service
Education
St. Francis University 2011 — 2015
Bachelor's degree, Accounting and Finance
Erica Molock Erica Molock's BDO USA, LLP Experience June 2014 - Present
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2008 - May 2014
Commercial Bank of Texas, N.A. September 2006 - December 2007
Skills
CPA, US GAAP, GAAP, Accounting, Auditing, Assurance, SEC filings, External Audit, Financial Accounting, Financial Reporting, Income Tax, Internal Controls, SEC Filings
Education
Stephen F. Austin State University 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
Trinity Valley Community College 2003 — 2005
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP January 2008 - May 2014
Commercial Bank of Texas, N.A. September 2006 - December 2007
Skills
CPA, US GAAP, GAAP, Accounting, Auditing, Assurance, SEC filings, External Audit, Financial Accounting, Financial Reporting, Income Tax, Internal Controls, SEC Filings
Education
Stephen F. Austin State University 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
Trinity Valley Community College 2003 — 2005
Lenise Nichols, CPA Lenise Nichols, CPA's BDO USA, LLP Experience June 2015 - Present
Job Senior Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie CPAs Business Consultants Wealth Advisory January 2007 - May 2015
First Collinsville Bank January 2003 - November 2006
Skills
Tax Compliance, Personal Tax Planning, Estate Tax Planning, Tax Accounting, Financial Accounting, Tax Research, CCH ProSystem fx, Corporate Tax, CPA, Tax, Tax Preparation, Income Tax, ProSystem fx Tax
Education
Southern Illinois University, Edwardsville 2006 — 2007
Masters of Science in Accountancy, Accounting
Southern Illinois University, Edwardsville 2001 — 2005
Bachelor of Science, Accounting
BDO USA, LLP June 2015 - Present
Stone Carlie CPAs Business Consultants Wealth Advisory January 2007 - May 2015
First Collinsville Bank January 2003 - November 2006
Skills
Tax Compliance, Personal Tax Planning, Estate Tax Planning, Tax Accounting, Financial Accounting, Tax Research, CCH ProSystem fx, Corporate Tax, CPA, Tax, Tax Preparation, Income Tax, ProSystem fx Tax
Education
Southern Illinois University, Edwardsville 2006 — 2007
Masters of Science in Accountancy, Accounting
Southern Illinois University, Edwardsville 2001 — 2005
Bachelor of Science, Accounting
Annie Doyon's BDO USA, LLP Experience August 2011 - Present
Job Senior Marketing Support Specialist & Historic Preservation Consultant
Industry Writing and Editing
Experience
BDO USA, LLP August 2011 - Present
A. D. Preservation August 2010 - Present
Spokane Preservation Advocates April 2011 - April 2012
Cultural Resource Analysts, Inc. April 2009 - August 2010
University of Kentucky August 2008 - April 2009
Preservation Kentucky, Rural Heritage Development Initiative April 2008 - August 2008
Kentucky Heritage Council August 2007 - April 2008
Eastside Heritage Center April 2004 - September 2004
Skills
Research, Historic Context..., Report Preparation, Technical Writing, Writing, Grant Writing, Grant Applications, Survey, Field Work, Compliance, Section 106, Secretary of the..., History, Historic Preservation, Historian, American History, Historic Homes, Military History, Oral History, Architectural, Interiors, Non-profits, Field Survey, Photography, National Register of..., National Register..., Historic Context, Basic Photoshop, Adobe Acrobat, Word, Excel, Microsoft CRM, Data Entry, Editing, Proofreading, Interior Design, Nonprofits
Education
University of Kentucky 2007 — 2009
Master of Historic Preservation, Historic Preservation
Spokane Falls Community College 2005 — 2007
n/a, Interior Design
University of California, San Diego 2002 — 2003
n/a, Military History
University of Victoria 2000 — 2003
Bachelor of the Arts, History
Ingraham High School 1993 — 1997
Diploma
BDO USA, LLP August 2011 - Present
A. D. Preservation August 2010 - Present
Spokane Preservation Advocates April 2011 - April 2012
Cultural Resource Analysts, Inc. April 2009 - August 2010
University of Kentucky August 2008 - April 2009
Preservation Kentucky, Rural Heritage Development Initiative April 2008 - August 2008
Kentucky Heritage Council August 2007 - April 2008
Eastside Heritage Center April 2004 - September 2004
Skills
Research, Historic Context..., Report Preparation, Technical Writing, Writing, Grant Writing, Grant Applications, Survey, Field Work, Compliance, Section 106, Secretary of the..., History, Historic Preservation, Historian, American History, Historic Homes, Military History, Oral History, Architectural, Interiors, Non-profits, Field Survey, Photography, National Register of..., National Register..., Historic Context, Basic Photoshop, Adobe Acrobat, Word, Excel, Microsoft CRM, Data Entry, Editing, Proofreading, Interior Design, Nonprofits
Education
University of Kentucky 2007 — 2009
Master of Historic Preservation, Historic Preservation
Spokane Falls Community College 2005 — 2007
n/a, Interior Design
University of California, San Diego 2002 — 2003
n/a, Military History
University of Victoria 2000 — 2003
Bachelor of the Arts, History
Ingraham High School 1993 — 1997
Diploma
Eric Base Eric Base's BDO USA, LLP Experience 2004 - Present
Job Assurance Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP 2004 - Present
McGladrey 2002 - 2004
KPMG 2000 - 2002
Skills
SEC filings, Internal Controls, Financial Accounting, External Audit, Tax, Financial Analysis, SOX 404, Stock Compensation, Revenue Recognition, Internal Audit, SAS70, Technical Accounting..., PCAOB standards, 10Q, Income Tax, Financial Statements, General Ledger, QuickBooks, Tax Advisory, Financial Audits, Hedge Funds, Budgets, Sarbanes-Oxley, Tax Research, Due Diligence, Public Companies, Forensic Accounting, Business Valuation, Cash Flow, Enterprise Risk..., Tax Preparation, IPO, Partnership Taxation, IT Audit, SEC Financial Reporting, Consolidation, FAS 5, IFRS
Education
Southern Methodist University 1995 — 2000
MSA, Accounting
Southern Methodist University - Cox School of Business 1995 — 2000
MSA, Accounting
BDO USA, LLP 2004 - Present
McGladrey 2002 - 2004
KPMG 2000 - 2002
Skills
SEC filings, Internal Controls, Financial Accounting, External Audit, Tax, Financial Analysis, SOX 404, Stock Compensation, Revenue Recognition, Internal Audit, SAS70, Technical Accounting..., PCAOB standards, 10Q, Income Tax, Financial Statements, General Ledger, QuickBooks, Tax Advisory, Financial Audits, Hedge Funds, Budgets, Sarbanes-Oxley, Tax Research, Due Diligence, Public Companies, Forensic Accounting, Business Valuation, Cash Flow, Enterprise Risk..., Tax Preparation, IPO, Partnership Taxation, IT Audit, SEC Financial Reporting, Consolidation, FAS 5, IFRS
Education
Southern Methodist University 1995 — 2000
MSA, Accounting
Southern Methodist University - Cox School of Business 1995 — 2000
MSA, Accounting
Frank Wiggins Frank Wiggins's BDO USA, LLP Experience November 2014 - Present
Job CA (SA)
Industry Accounting
Experience
BDO USA, LLP November 2014 - Present
Quirk May 2013 - September 2014
BDO South Africa July 2011 - April 2013
Verryn & Co. Inc. June 2008 - June 2011
Skills
External Audit, Financial Accounting, Internal Controls, VAT, Financial Reporting, Income Tax, Auditing, Tax, Accounting, Financial Analysis, General Ledger, Account Reconciliation, Assurance, GAAP, IFRS, Financial Audits, Financial Statements, Consolidation, Management, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Team Leadership
Education
University of South Africa/Universiteit van Suid-Afrika 2012 — 2012
Honors in Bachelor of Commerce (BCom), Accounting, Auditing
Stellenbosch University/Universiteit Stellenbosch 2004 — 2008
BAcc, Accounting, Auditing
BDO USA, LLP November 2014 - Present
Quirk May 2013 - September 2014
BDO South Africa July 2011 - April 2013
Verryn & Co. Inc. June 2008 - June 2011
Skills
External Audit, Financial Accounting, Internal Controls, VAT, Financial Reporting, Income Tax, Auditing, Tax, Accounting, Financial Analysis, General Ledger, Account Reconciliation, Assurance, GAAP, IFRS, Financial Audits, Financial Statements, Consolidation, Management, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Team Leadership
Education
University of South Africa/Universiteit van Suid-Afrika 2012 — 2012
Honors in Bachelor of Commerce (BCom), Accounting, Auditing
Stellenbosch University/Universiteit Stellenbosch 2004 — 2008
BAcc, Accounting, Auditing
Derek Harwood, CPA's BDO USA, LLP Experience September 2012 - July 2014
Job Senior Associate Transaction Services at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
BDO USA, LLP September 2012 - July 2014
Wells Fargo Advisors June 2011 - October 2012
UHY Advisors January 2011 - March 2011
Toys R Us March 2009 - August 2009
Fisk Electric Company May 2007 - August 2007
Fisk Electric Company May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, US GAAP, Financial Modeling, QuickBooks, GAAP, Financial Statements, CPA, Time Management, Customer Service, Sales, Transaction Advisory...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
BBA, Accounting
KPMG US August 2014 - Present
BDO USA, LLP September 2012 - July 2014
Wells Fargo Advisors June 2011 - October 2012
UHY Advisors January 2011 - March 2011
Toys R Us March 2009 - August 2009
Fisk Electric Company May 2007 - August 2007
Fisk Electric Company May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, US GAAP, Financial Modeling, QuickBooks, GAAP, Financial Statements, CPA, Time Management, Customer Service, Sales, Transaction Advisory...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
BBA, Accounting
Gregory Wilder's BDO USA, LLP Experience May 2014 - March 2015
Job Tax Partner Private Wealth with Expertise in Accounting | Law | UltraHigh Net Worth Clients | Open to New Opportunities
Industry Accounting
Experience
Stellar Wealth Management, LLC/Stellar Private Wealth Solutions, LLC March 2011 - Present
BDO USA, LLP May 2014 - March 2015
J.P. Morgan Asset Management September 2011 - November 2013
GrantThornton LLP September 2006 - March 2011
Grant Thornton LLP June 2002 - September 2006
Arthur Andersen LLP June 1983 - June 2002
Skills
Tax, High Net Worth..., Investments, Wealth Management..., Income Tax, Accounting, Retirement Planning, CPA, Tax Accounting, Due Diligence, Partnership Taxation, Succession Planning, Corporate Tax, International Tax, Mergers, Divestitures, S Corporations, Investment Advisory..., Life Insurance, SEC filings, Office Management, Tax Law, Wealth Management, Wealth Accumulation, Wealth Preservation, Multi-generational..., Intergenerational..., Wealth Transfer, Family Office, Family Business, Private Clients, Multi-family Investments, Tax Returns, Tax Advisory, Estate Planning, Estate Administration, Wealth Preservation..., Investment Advisory, Investment Strategies, Investment Management, Foreign Investment, Private Banking, Private Placements, Team Leadership, Thought Leadership, Technical Leadership, Cross-functional Team..., Organizational..., Corporate Law, Family Law
Education
University of Florida - Fredric G. Levin College of Law 1982 — 1983
L.L.M., Taxation
Stetson University College of Law 1979 — 1982
J.D., Law
Stetson University 1977 — 1979
B.B.A., Accounting
Stellar Wealth Management, LLC/Stellar Private Wealth Solutions, LLC March 2011 - Present
BDO USA, LLP May 2014 - March 2015
J.P. Morgan Asset Management September 2011 - November 2013
GrantThornton LLP September 2006 - March 2011
Grant Thornton LLP June 2002 - September 2006
Arthur Andersen LLP June 1983 - June 2002
Skills
Tax, High Net Worth..., Investments, Wealth Management..., Income Tax, Accounting, Retirement Planning, CPA, Tax Accounting, Due Diligence, Partnership Taxation, Succession Planning, Corporate Tax, International Tax, Mergers, Divestitures, S Corporations, Investment Advisory..., Life Insurance, SEC filings, Office Management, Tax Law, Wealth Management, Wealth Accumulation, Wealth Preservation, Multi-generational..., Intergenerational..., Wealth Transfer, Family Office, Family Business, Private Clients, Multi-family Investments, Tax Returns, Tax Advisory, Estate Planning, Estate Administration, Wealth Preservation..., Investment Advisory, Investment Strategies, Investment Management, Foreign Investment, Private Banking, Private Placements, Team Leadership, Thought Leadership, Technical Leadership, Cross-functional Team..., Organizational..., Corporate Law, Family Law
Education
University of Florida - Fredric G. Levin College of Law 1982 — 1983
L.L.M., Taxation
Stetson University College of Law 1979 — 1982
J.D., Law
Stetson University 1977 — 1979
B.B.A., Accounting
Jerry Mathis, CPA's BDO USA, LLP Experience July 2013 - May 2014
Job Accounting Doctoral Student
Industry Accounting
Experience
Gleim Publications September 2012 - Present
Martello Law Group April 2012 - March 2015
BDO USA, LLP July 2013 - May 2014
Alligator Community Theatre March 2012 - May 2014
TutoringZone July 2011 - December 2013
Skills
Tax, Financial Accounting, Corporate Tax, Tax Accounting, Accounting, Tax Preparation, Microsoft Excel, Management Accounting, Income Tax, Tax Advisory, Business Tax Planning, Cost Accounting, CPA, Tax Research, Finance, Strategic Financial..., Internal Controls, Internal Audit, Budgets, RIA/CCH Research, Macro Coding in MS..., GoSystem Tax RS, Tax Controversy, Individual Tax, QuickBooks, General Ledger, Financial Analysis, Financial Statements, International Tax, Tax Law, Partnership Taxation, Accounts Payable, Outlook, Access, Microsoft Word, Research, Mergers, Corporate Finance, Account Reconciliation, Financial Modeling, SAS, R, SAS programming, Business Analytics, Data Analytics, Predictive Analytics, Analytics, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2020
Doctor of Philosophy (PhD), Accounting - Empirical financial research
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science, Business Analytics, Business Process Analytics, GPA: 4.0
University of Florida 2012 — 2013
Masters of Accountancy, Taxation, GPA: 3.5
University of Florida 2009 — 2011
Bachelors of Science, Accounting, GPA 3.67
Gleim Publications September 2012 - Present
Martello Law Group April 2012 - March 2015
BDO USA, LLP July 2013 - May 2014
Alligator Community Theatre March 2012 - May 2014
TutoringZone July 2011 - December 2013
Skills
Tax, Financial Accounting, Corporate Tax, Tax Accounting, Accounting, Tax Preparation, Microsoft Excel, Management Accounting, Income Tax, Tax Advisory, Business Tax Planning, Cost Accounting, CPA, Tax Research, Finance, Strategic Financial..., Internal Controls, Internal Audit, Budgets, RIA/CCH Research, Macro Coding in MS..., GoSystem Tax RS, Tax Controversy, Individual Tax, QuickBooks, General Ledger, Financial Analysis, Financial Statements, International Tax, Tax Law, Partnership Taxation, Accounts Payable, Outlook, Access, Microsoft Word, Research, Mergers, Corporate Finance, Account Reconciliation, Financial Modeling, SAS, R, SAS programming, Business Analytics, Data Analytics, Predictive Analytics, Analytics, Business Process...
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2020
Doctor of Philosophy (PhD), Accounting - Empirical financial research
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science, Business Analytics, Business Process Analytics, GPA: 4.0
University of Florida 2012 — 2013
Masters of Accountancy, Taxation, GPA: 3.5
University of Florida 2009 — 2011
Bachelors of Science, Accounting, GPA 3.67
Denise Fung Denise Fung's BDO USA, LLP Experience May 2011 - August 2011
Job Account Manager at The Moscoe Group
Industry Consumer Goods
Experience
The Moscoe Group February 2014 - Present
The Moscoe Group June 2013 - February 2014
The Food Industry Center February 2012 - May 2013
Best Buy June 2012 - August 2012
BDO USA, LLP May 2011 - August 2011
St. Cloud State University May 2010 - May 2011
Skills
English, Mandarin, Cantonese, Accounting, Microsoft Office, Financial Reporting, PowerPoint, Economics, Word, Excel, Auditing, Data Analysis, Data Entry, Budget Forecasts, Plannning, Leadership Counseling, Marketing, Time Management, Microsoft Word, Management, Microsoft Excel, Teamwork
Education
University of Minnesota-Twin Cities 2011 — 2013
Bachelor's degree, Applied Economics
St. Cloud State University 2009 — 2011
Bachelor's degree, Business Economics
The Moscoe Group February 2014 - Present
The Moscoe Group June 2013 - February 2014
The Food Industry Center February 2012 - May 2013
Best Buy June 2012 - August 2012
BDO USA, LLP May 2011 - August 2011
St. Cloud State University May 2010 - May 2011
Skills
English, Mandarin, Cantonese, Accounting, Microsoft Office, Financial Reporting, PowerPoint, Economics, Word, Excel, Auditing, Data Analysis, Data Entry, Budget Forecasts, Plannning, Leadership Counseling, Marketing, Time Management, Microsoft Word, Management, Microsoft Excel, Teamwork
Education
University of Minnesota-Twin Cities 2011 — 2013
Bachelor's degree, Applied Economics
St. Cloud State University 2009 — 2011
Bachelor's degree, Business Economics
Erica Dilley's BDO USA, LLP Experience February 2010 - October 2011
Job Regional Recruiter | West Region at Concentra
Industry Health, Wellness and Fitness
Experience
Concentra October 2011 - Present
BDO USA, LLP February 2010 - October 2011
Munsch Hardt Kopf & Harr, P.C. January 2008 - February 2010
Haynes and Boone, LLP February 2006 - January 2008
HH Architects August 2005 - February 2006
Skills
College Recruiting, Recruiting, Events, Event Planning, Budget Process, Leadership, Employee Relations, Applicant Tracking..., Onboarding
Education
Southern Methodist University 2001 — 2005
Bachelor's Degree, Advertising
Blue Valley North 1997 — 2001
Concentra October 2011 - Present
BDO USA, LLP February 2010 - October 2011
Munsch Hardt Kopf & Harr, P.C. January 2008 - February 2010
Haynes and Boone, LLP February 2006 - January 2008
HH Architects August 2005 - February 2006
Skills
College Recruiting, Recruiting, Events, Event Planning, Budget Process, Leadership, Employee Relations, Applicant Tracking..., Onboarding
Education
Southern Methodist University 2001 — 2005
Bachelor's Degree, Advertising
Blue Valley North 1997 — 2001
Sarah Thayer Sarah Thayer's BDO USA, LLP Experience June 2015 - July 2015
Job Student at Southern Utah University
Industry Accounting
Experience
BDO USA, LLP June 2015 - July 2015
American Pacific Corporation September 2014 - June 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Management, Budgets, Leadership, Accounting
Education
Southern Utah University 2015 — 2016
Master's degree, Accounting
Southern Utah University 2010 — 2014
Bachelor's degree, Accounting
BDO USA, LLP June 2015 - July 2015
American Pacific Corporation September 2014 - June 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Management, Budgets, Leadership, Accounting
Education
Southern Utah University 2015 — 2016
Master's degree, Accounting
Southern Utah University 2010 — 2014
Bachelor's degree, Accounting
Pietro LaPorta Pietro LaPorta's BDO USA, LLP Experience May 1997 - October 2002
Job Senior Manager Audit at KPMG
Industry Accounting
Experience
KPMG April 2007 - Present
PwC October 2002 - April 2007
BDO USA, LLP May 1997 - October 2002
Skills
Accounting, Big 4, External Audit, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, Auditing, IFRS, CPA, Revenue Recognition, GAAP, Financial Audits, Consolidation, SEC Filings
Education
Stockton University 1993 — 1997
Bachelor’s Degree, Accounting
KPMG April 2007 - Present
PwC October 2002 - April 2007
BDO USA, LLP May 1997 - October 2002
Skills
Accounting, Big 4, External Audit, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, Auditing, IFRS, CPA, Revenue Recognition, GAAP, Financial Audits, Consolidation, SEC Filings
Education
Stockton University 1993 — 1997
Bachelor’s Degree, Accounting
Hill Johnson, ASA's BDO USA, LLP Experience June 2014 - February 2015
Job Founder, White Rock Valuation Group, LLC
Industry Financial Services
Experience
White Rock Valuation Group, LLC 2015 - Present
BDO USA, LLP June 2014 - February 2015
Hartman Leito & Bolt, LLP February 2006 - June 2014
Skills
Business Valuation, Financial, Due Diligence, QuickBooks, Bookkeeping, Analysis, Finance, Valuation
Education
Southern Methodist University - Cox School of Business 2001 — 2003
Master's degree, Entrepreneurship/Entrepreneurial Studies
The University of Texas at Dallas 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General, Magna cum laude
White Rock Valuation Group, LLC 2015 - Present
BDO USA, LLP June 2014 - February 2015
Hartman Leito & Bolt, LLP February 2006 - June 2014
Skills
Business Valuation, Financial, Due Diligence, QuickBooks, Bookkeeping, Analysis, Finance, Valuation
Education
Southern Methodist University - Cox School of Business 2001 — 2003
Master's degree, Entrepreneurship/Entrepreneurial Studies
The University of Texas at Dallas 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General, Magna cum laude
Mike Durelli Mike Durelli's BDO USA, LLP Experience September 2015 - Present
Job Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
BDO USA, LLP June 2014 - August 2015
Southern New Hampshire University September 2011 - May 2015
Mount Holly Bicycles June 2010 - August 2013
Liberty Lake Day Camp June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, English, Customer Service, Windows, Research, Financial Reporting, Financial Accounting, Financial Analysis
Education
Southern New Hampshire University 2011 — 2015
Bachelor of Science (BS), Accounting
Bishop Eustace Preparatory School 2008 — 2010
Diploma
BDO USA, LLP September 2015 - Present
BDO USA, LLP June 2014 - August 2015
Southern New Hampshire University September 2011 - May 2015
Mount Holly Bicycles June 2010 - August 2013
Liberty Lake Day Camp June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, English, Customer Service, Windows, Research, Financial Reporting, Financial Accounting, Financial Analysis
Education
Southern New Hampshire University 2011 — 2015
Bachelor of Science (BS), Accounting
Bishop Eustace Preparatory School 2008 — 2010
Diploma
Mark Merl Mark Merl's BDO USA, LLP Experience 2008 - 2010
Job Manager, Fund Admin. & Investor Reporting at iCapital Network, Inc.
Industry Marketing and Advertising
Experience
iCapital Network, Inc. June 2015 - Present
Gradible June 2014 - Present
The Blackstone Group January 2013 - June 2014
The Blackstone Group November 2010 - January 2013
BDO USA, LLP 2008 - 2010
Skills
Financial Analysis, Valuation, Accounting, Customer Service, Management, Coffee Roasting, Financial Modeling, Financial Reporting, PowerPoint
Education
State University of New York College at Geneseo
iCapital Network, Inc. June 2015 - Present
Gradible June 2014 - Present
The Blackstone Group January 2013 - June 2014
The Blackstone Group November 2010 - January 2013
BDO USA, LLP 2008 - 2010
Skills
Financial Analysis, Valuation, Accounting, Customer Service, Management, Coffee Roasting, Financial Modeling, Financial Reporting, PowerPoint
Education
State University of New York College at Geneseo
Jarrod Arnold's BDO USA, LLP Experience August 2014 - December 2014
Job Tax Associate
Industry Accounting
Experience
Weaver January 2015 - Present
BDO USA, LLP August 2014 - December 2014
Absher-Arnold Motors, LLC May 2013 - July 2014
Marion GM May 2013 - July 2014
Absher-Arnold Motors, LLC January 2006 - May 2013
Comstock Resources January 2013 - March 2013
United Way oxford/lafayette September 2012 - November 2012
Marion Park District May 2010 - August 2012
Marion Unit 2 November 2008 - March 2009
Skills
Word, Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Accounting, Sales, Microsoft Excel, Social Media, Data Entry, QuickBooks, Finance, Leadership, Team Building
Education
University of Mississippi 2013 — 2014
Master's degree, Accounting
University of Mississippi 2009 — 2013
Bachelor's degree, Accounting
Southern Illinois University, Carbondale 2010 — 2010
Bachelor's degree, Accounting
Weaver January 2015 - Present
BDO USA, LLP August 2014 - December 2014
Absher-Arnold Motors, LLC May 2013 - July 2014
Marion GM May 2013 - July 2014
Absher-Arnold Motors, LLC January 2006 - May 2013
Comstock Resources January 2013 - March 2013
United Way oxford/lafayette September 2012 - November 2012
Marion Park District May 2010 - August 2012
Marion Unit 2 November 2008 - March 2009
Skills
Word, Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Accounting, Sales, Microsoft Excel, Social Media, Data Entry, QuickBooks, Finance, Leadership, Team Building
Education
University of Mississippi 2013 — 2014
Master's degree, Accounting
University of Mississippi 2009 — 2013
Bachelor's degree, Accounting
Southern Illinois University, Carbondale 2010 — 2010
Bachelor's degree, Accounting
Marcy Wright Marcy Wright's BDO USA, LLP Experience December 2009 - Present
Job Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2009 - Present
KPMG US 2003 - 2009
Skills
Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, Leadership, Management, Financial Analysis, Budgets, Business Development, Strategy, New Business Development, Business Strategy, New Business, Team Building, Sales, Accounting, Awesomeness, Start-ups
Education
Southern Methodist University 1988 — 1992
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
BDO USA, LLP December 2009 - Present
KPMG US 2003 - 2009
Skills
Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, Leadership, Management, Financial Analysis, Budgets, Business Development, Strategy, New Business Development, Business Strategy, New Business, Team Building, Sales, Accounting, Awesomeness, Start-ups
Education
Southern Methodist University 1988 — 1992
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Timothy Delabre Timothy Delabre's BDO USA, LLP Experience June 2015 - Present
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - Present
Stone Carlie & Company, LLC October 2003 - May 2015
Skills
Income Tax, Corporate Tax, Accounting
Education
Southern Illinois University, Edwardsville 1997 — 2002
Masters of Accountancy, Accounting
BDO USA, LLP June 2015 - Present
Stone Carlie & Company, LLC October 2003 - May 2015
Skills
Income Tax, Corporate Tax, Accounting
Education
Southern Illinois University, Edwardsville 1997 — 2002
Masters of Accountancy, Accounting
Robert Mitchell, CPA Robert Mitchell, CPA's BDO USA, LLP Experience July 2015 - Present
Job Senior Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP July 2015 - Present
BDO USA, LLP July 2014 - Present
BDO USA, LLP January 2013 - June 2014
SALT International March 2011 - January 2013
Minneapolis Accounting Services February 2011 - January 2013
Graf Optical 2010 - 2011
Upsher-Smith Laboratories 2009 - 2010
Partner Aid International 2006 - 2007
Skills
Financial Analysis, General Ledger, QuickBooks, Budgets, Auditing
Education
Carlson School of Management 2009 — 2010
Bachelor of Science (B.S.), Accounting
Simpson University 2001 — 2005
Bachelor of Arts (B.A.), Cross-Cultural Studies
BDO USA, LLP July 2015 - Present
BDO USA, LLP July 2014 - Present
BDO USA, LLP January 2013 - June 2014
SALT International March 2011 - January 2013
Minneapolis Accounting Services February 2011 - January 2013
Graf Optical 2010 - 2011
Upsher-Smith Laboratories 2009 - 2010
Partner Aid International 2006 - 2007
Skills
Financial Analysis, General Ledger, QuickBooks, Budgets, Auditing
Education
Carlson School of Management 2009 — 2010
Bachelor of Science (B.S.), Accounting
Simpson University 2001 — 2005
Bachelor of Arts (B.A.), Cross-Cultural Studies
Jon Fedder, CPA Jon Fedder, CPA's BDO USA, LLP Experience January 2014 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2014 - Present
Pizza Pub January 2005 - December 2013
Saint Cloud State University Husky Growth Fund June 2010 - May 2013
Saint Cloud State University August 2009 - May 2013
Saint Cloud State University January 2012 - December 2012
Skills
Mathematics, Financial Analysis, Business Analysis, Educational Leadership, Stock Market, Investment Management, Educational..., Microsoft Office, Website Development, Team Leadership, Presentation Development, Microsoft Excel, Time Management, Accounting, Finance, Customer Service
Education
Saint Cloud State University 2007 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 6th year
St. Cloud State University 2007 — 2013
Bachelor's degree, Accounting and Finance
BDO USA, LLP January 2014 - Present
Pizza Pub January 2005 - December 2013
Saint Cloud State University Husky Growth Fund June 2010 - May 2013
Saint Cloud State University August 2009 - May 2013
Saint Cloud State University January 2012 - December 2012
Skills
Mathematics, Financial Analysis, Business Analysis, Educational Leadership, Stock Market, Investment Management, Educational..., Microsoft Office, Website Development, Team Leadership, Presentation Development, Microsoft Excel, Time Management, Accounting, Finance, Customer Service
Education
Saint Cloud State University 2007 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 6th year
St. Cloud State University 2007 — 2013
Bachelor's degree, Accounting and Finance
Adnan A's BDO USA, LLP Experience May 2015 - Present
Job Experienced Audit Associate Financial Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2015 - Present
Guggenheim Partners October 2014 - May 2015
BNY Mellon April 2013 - October 2014
Jack Lawrence & Co CPA LLC January 2008 - June 2008
Skills
Microsoft Office, Microsoft Powerpoint, Quickbooks, Accounting, Auditing, Tax, Internal Controls, Risk Assessment, Financial Reporting, Policy, Accruals, PowerPoint, GAAP, Access, QuickBooks, Internal Audit, Valuation, Corporate Tax, Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, General Ledger, Preparation, CPA, Account Reconciliation, Financial Modeling, PeopleSoft, Financial Statements, Journal Entries, Payroll, Financial Accounting, Banking, Due Diligence, Budgets, Finance, Variance Analysis
Education
State University of New York College at Old Westbury 2008 — 2012
Bachelor's degree, Accounting
Suffolk County Community College 2007 — 2008
Associate of Science (A.S.), Accounting
Isa Town, Bahrain 1994 — 2006
High School Diploma
BDO USA, LLP May 2015 - Present
Guggenheim Partners October 2014 - May 2015
BNY Mellon April 2013 - October 2014
Jack Lawrence & Co CPA LLC January 2008 - June 2008
Skills
Microsoft Office, Microsoft Powerpoint, Quickbooks, Accounting, Auditing, Tax, Internal Controls, Risk Assessment, Financial Reporting, Policy, Accruals, PowerPoint, GAAP, Access, QuickBooks, Internal Audit, Valuation, Corporate Tax, Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, General Ledger, Preparation, CPA, Account Reconciliation, Financial Modeling, PeopleSoft, Financial Statements, Journal Entries, Payroll, Financial Accounting, Banking, Due Diligence, Budgets, Finance, Variance Analysis
Education
State University of New York College at Old Westbury 2008 — 2012
Bachelor's degree, Accounting
Suffolk County Community College 2007 — 2008
Associate of Science (A.S.), Accounting
Isa Town, Bahrain 1994 — 2006
High School Diploma
Rich Radice, CPA's BDO USA, LLP Experience March 1999 - July 1999
Job President and Founder, Treehouse Consulting Group, LLC
Industry Financial Services
Experience
Treehouse Consulting Group, LLC June 2010 - Present
Eagle Advisors, Inc December 2006 - January 2010
UBP March 2006 - September 2006
PwC October 1999 - September 2005
GEICO June 1994 - October 1999
BDO USA, LLP March 1999 - July 1999
Skills
Auditing, Hedge Funds, Investments, Valuation, Equities, Securities, Venture Capital, Financial Services, Business Valuation, Strategic Financial..., Alternative Investments, Corporate Finance, Financial Modeling, Process Improvement, Due Diligence, Financial Reporting, Real Estate, Financial Statements, Financial Analysis, Budgets, Investment Management, Management Consulting, Forecasting, Analysis, Start-ups, Trading, Derivatives, Finance, Portfolio Management, Financial Risk, Internal Audit, Private Equity, Mutual Funds, Cash Management, Fixed Income, Registered Investment...
Education
St. John's University 1994 — 1999
Bachelor of Science, Accounting
Treehouse Consulting Group, LLC June 2010 - Present
Eagle Advisors, Inc December 2006 - January 2010
UBP March 2006 - September 2006
PwC October 1999 - September 2005
GEICO June 1994 - October 1999
BDO USA, LLP March 1999 - July 1999
Skills
Auditing, Hedge Funds, Investments, Valuation, Equities, Securities, Venture Capital, Financial Services, Business Valuation, Strategic Financial..., Alternative Investments, Corporate Finance, Financial Modeling, Process Improvement, Due Diligence, Financial Reporting, Real Estate, Financial Statements, Financial Analysis, Budgets, Investment Management, Management Consulting, Forecasting, Analysis, Start-ups, Trading, Derivatives, Finance, Portfolio Management, Financial Risk, Internal Audit, Private Equity, Mutual Funds, Cash Management, Fixed Income, Registered Investment...
Education
St. John's University 1994 — 1999
Bachelor of Science, Accounting
Kelly Trisko Kelly Trisko's BDO USA, LLP Experience January 2015 - Present
Job Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
Firehouse Subs September 2013 - October 2014
Stewartville Pool June 2007 - August 2013
Sodexo August 2012 - December 2012
Tiger Time September 2009 - August 2011
Skills
Customer Experience, Organization, Communication Skills, Time Management, Accountability, Microsoft Excel, Microsoft Office, Social Media, Accounting
Education
St. Cloud State University 2011 — 2014
Bachelor of Science (BS), Accounting, 3.92
Universita Cattolica del Sacro Cuoro 2013 — 2013
BDO USA, LLP January 2015 - Present
Firehouse Subs September 2013 - October 2014
Stewartville Pool June 2007 - August 2013
Sodexo August 2012 - December 2012
Tiger Time September 2009 - August 2011
Skills
Customer Experience, Organization, Communication Skills, Time Management, Accountability, Microsoft Excel, Microsoft Office, Social Media, Accounting
Education
St. Cloud State University 2011 — 2014
Bachelor of Science (BS), Accounting, 3.92
Universita Cattolica del Sacro Cuoro 2013 — 2013
Nolan Willis, PMP Nolan Willis, PMP's BDO USA, LLP Experience August 2015 - Present
Job Management Advisory Services
Industry Oil & Energy
Experience
BDO USA, LLP August 2015 - Present
McDermott International Inc. June 2014 - August 2015
ProTek Source, LLC December 2006 - July 2014
Halliburton 2011 - 2014
Stewart Default Solutions 2004 - 2006
Memorial Hermann Healthcare System 2001 - 2004
Corporate Technology Partners (CTP) 2000 - 2001
ADP Brokerage Services Group 1999 - 2000
Strategic Network Solutions 1995 - 1999
Computech Systems 1993 - 1995
Skills
Change Management, Strategic Planning, Integration, Forecasting, Process Improvement, Program Management, Due Diligence, PMP, Thought Leadership, Management Consulting, Performance Management, Strategy, Business Intelligence, CRM, SDLC, Leadership, Project Management, Project Planning, Business Analysis, Management
Education
Texas A&M University
B.B.A., Information & Operations Management (Management Information Systems)
The University of Texas at Austin 2005 — 2005
Managing the Testing Process
Southern Methodist University 2001 — 2002
Executive Development Program, Project Management
BDO USA, LLP August 2015 - Present
McDermott International Inc. June 2014 - August 2015
ProTek Source, LLC December 2006 - July 2014
Halliburton 2011 - 2014
Stewart Default Solutions 2004 - 2006
Memorial Hermann Healthcare System 2001 - 2004
Corporate Technology Partners (CTP) 2000 - 2001
ADP Brokerage Services Group 1999 - 2000
Strategic Network Solutions 1995 - 1999
Computech Systems 1993 - 1995
Skills
Change Management, Strategic Planning, Integration, Forecasting, Process Improvement, Program Management, Due Diligence, PMP, Thought Leadership, Management Consulting, Performance Management, Strategy, Business Intelligence, CRM, SDLC, Leadership, Project Management, Project Planning, Business Analysis, Management
Education
Texas A&M University
B.B.A., Information & Operations Management (Management Information Systems)
The University of Texas at Austin 2005 — 2005
Managing the Testing Process
Southern Methodist University 2001 — 2002
Executive Development Program, Project Management
Julie Valpey Julie Valpey's BDO USA, LLP Experience October 2001 - Present
Job Partner, National SEC Dept. at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2001 - Present
Gannett 1982 - 1997
Skills
SEC filings, US GAAP, GAAP, CPA, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Internal Controls, Corporate Tax, Accounting, Sarbanes-Oxley, Assurance, External Audit, SEC Filings
Education
State University of New York College at Geneseo 1976 — 1979
BS Mgt Sci
BDO USA, LLP October 2001 - Present
Gannett 1982 - 1997
Skills
SEC filings, US GAAP, GAAP, CPA, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Internal Controls, Corporate Tax, Accounting, Sarbanes-Oxley, Assurance, External Audit, SEC Filings
Education
State University of New York College at Geneseo 1976 — 1979
BS Mgt Sci
Edward Weissman Edward Weissman's BDO USA, LLP Experience January 2015 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
Leviton February 2014 - January 2015
Leviton October 2012 - February 2014
Optimum Solutions Corporation May 2010 - May 2013
Town of Hempstead June 2007 - September 2012
Skills
Salesforce.com, International Sales, Programming, Microsoft Office, VBA, Pricing
Education
State University of New York College at Old Westbury 2013 — 2014
Master of Science (M.S.), Taxation
State University of New York at Stony Brook 2008 — 2012
Bachelor's degree, Business Management, 3.48
BDO USA, LLP January 2015 - Present
Leviton February 2014 - January 2015
Leviton October 2012 - February 2014
Optimum Solutions Corporation May 2010 - May 2013
Town of Hempstead June 2007 - September 2012
Skills
Salesforce.com, International Sales, Programming, Microsoft Office, VBA, Pricing
Education
State University of New York College at Old Westbury 2013 — 2014
Master of Science (M.S.), Taxation
State University of New York at Stony Brook 2008 — 2012
Bachelor's degree, Business Management, 3.48
Joyce Westvig's BDO USA, LLP Experience 2014 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP 2014 - Present
CA Technologies 2005 - 2011
Curative Critical Care Systems 1998 - 2005
Education
State University of New York College at Old Westbury
BS, Accounting
BDO USA, LLP 2014 - Present
CA Technologies 2005 - 2011
Curative Critical Care Systems 1998 - 2005
Education
State University of New York College at Old Westbury
BS, Accounting
Alejandro Bastidas Alejandro Bastidas's BDO USA, LLP Experience September 2011 - December 2011
Job Director of Finance / Controller at Tableland Services, Inc.
Industry Nonprofit Organization Management
Experience
Tableland Services, Inc. d/b/a Community Action Partnership for Somerset County, Inc. December 2011 - Present
BDO USA, LLP September 2011 - December 2011
Morrison, Brown, Argiz & Farra, LLC August 2007 - August 2011
Calibre CPA Group PLLC March 2005 - July 2007
Florida Architectural & Engineering Supply, Inc May 1998 - August 2001
Skills
Fluent in Spanish, Prosystem Engagement..., Prosystem Tax Software, Quickbooks, Peachtree, Great Plains Software, Microsoft Office, Auditing, Internal Controls, QuickBooks
Education
St. Francis University 2001 — 2004
Bachelor of Science Degree, Business Management
St. Francis University 2001 — 2004
Bachelor of Science Degree, Accounting
Tableland Services, Inc. d/b/a Community Action Partnership for Somerset County, Inc. December 2011 - Present
BDO USA, LLP September 2011 - December 2011
Morrison, Brown, Argiz & Farra, LLC August 2007 - August 2011
Calibre CPA Group PLLC March 2005 - July 2007
Florida Architectural & Engineering Supply, Inc May 1998 - August 2001
Skills
Fluent in Spanish, Prosystem Engagement..., Prosystem Tax Software, Quickbooks, Peachtree, Great Plains Software, Microsoft Office, Auditing, Internal Controls, QuickBooks
Education
St. Francis University 2001 — 2004
Bachelor of Science Degree, Business Management
St. Francis University 2001 — 2004
Bachelor of Science Degree, Accounting
Kathy Polewaski-Velez Kathy Polewaski-Velez's BDO USA, LLP Experience August 2000 - June 2001
Job Senior Training Coordinator Leadership, Learning and Talent (Contractor) at Barclays
Industry Human Resources
Experience
CLARKEwork Inc. Cultural Branding September 2008 - Present
Barclays March 2011 - May 2014
Starwood Hotels & Resorts Worldwide, Inc. June 2006 - September 2008
Applebee's June 1999 - June 2006
BDO USA, LLP August 2000 - June 2001
Skills
Team Building, Hotels, Coordinating Events, Program Coordination, Project Management, Training Coordination, PowerPoint, Word, Interviewing, Restaurant Management, Banking, SharePoint Designer
Education
State University of New York College at Oswego 1994 — 1999
Bachelor of Arts, History
CLARKEwork Inc. Cultural Branding September 2008 - Present
Barclays March 2011 - May 2014
Starwood Hotels & Resorts Worldwide, Inc. June 2006 - September 2008
Applebee's June 1999 - June 2006
BDO USA, LLP August 2000 - June 2001
Skills
Team Building, Hotels, Coordinating Events, Program Coordination, Project Management, Training Coordination, PowerPoint, Word, Interviewing, Restaurant Management, Banking, SharePoint Designer
Education
State University of New York College at Oswego 1994 — 1999
Bachelor of Arts, History
Michael Minutello Michael Minutello's BDO USA, LLP Experience August 2013 - Present
Job Assurance Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
Grassi & Co. September 2010 - July 2013
David Landau & Associates, LLC July 2009 - August 2010
Ernst & Young August 2004 - July 2009
Raich Ende Malter & Co., LLP March 1997 - August 2004
Skills
Auditing, US GAAP, Accounting, GAAP, Tax, CPA, External Audit, Assurance, Financial Reporting, Financial Accounting, Financial Services, SEC filings, Corporate Tax, Tax Accounting, Financial Analysis, Valuation, Internal Controls, Sarbanes-Oxley Act, Income Tax, Internal Audit, Teaching, Presentations, COSO Framework
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1993
BS, Accounting
Kellenberg Memorial High School 1984 — 1988
BDO USA, LLP August 2013 - Present
Grassi & Co. September 2010 - July 2013
David Landau & Associates, LLC July 2009 - August 2010
Ernst & Young August 2004 - July 2009
Raich Ende Malter & Co., LLP March 1997 - August 2004
Skills
Auditing, US GAAP, Accounting, GAAP, Tax, CPA, External Audit, Assurance, Financial Reporting, Financial Accounting, Financial Services, SEC filings, Corporate Tax, Tax Accounting, Financial Analysis, Valuation, Internal Controls, Sarbanes-Oxley Act, Income Tax, Internal Audit, Teaching, Presentations, COSO Framework
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1993
BS, Accounting
Kellenberg Memorial High School 1984 — 1988
Carol Licata Carol Licata's BDO USA, LLP Experience August 1985 - August 1987
Job
Industry Marketing and Advertising
Experience
Kingdom Bound Ministries March 2009 - September 2012
Licata & Associates September 1991 - May 1998
Romac International August 1987 - September 1991
BDO USA, LLP August 1985 - August 1987
Skills
Non-profits, Marketing, Advertising, Business Development, New Business Development, Fundraising, Accounting, Marketing Strategy, Account Management, Web Design
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS in BA, Accounting
Kingdom Bound Ministries March 2009 - September 2012
Licata & Associates September 1991 - May 1998
Romac International August 1987 - September 1991
BDO USA, LLP August 1985 - August 1987
Skills
Non-profits, Marketing, Advertising, Business Development, New Business Development, Fundraising, Accounting, Marketing Strategy, Account Management, Web Design
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS in BA, Accounting
Michael Ammirabile, CPA, CFE, CFF, CAMS Michael Ammirabile, CPA, CFE, CFF, CAMS's BDO USA, LLP Experience January 1998 - Present
Job Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 1998 - Present
Skills
Forensic Analysis, Accounting, CPA, Forensic Accounting, US GAAP, Financial Reporting, SEC filings, GAAP, Management, SEC Filings, Financial Modeling, Tax Research, Business Valuation, Sarbanes-Oxley Act, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BA, Accounting
Xaverian High School 1991 — 1995
BDO USA, LLP January 1998 - Present
Skills
Forensic Analysis, Accounting, CPA, Forensic Accounting, US GAAP, Financial Reporting, SEC filings, GAAP, Management, SEC Filings, Financial Modeling, Tax Research, Business Valuation, Sarbanes-Oxley Act, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
BA, Accounting
Xaverian High School 1991 — 1995
Linda Chiappone's BDO USA, LLP Experience June 1981 - June 2000
Job Senior Manager Tax at Lougen Valenti Bookbinder & Weintraub LLP
Industry Accounting
Experience
Lougen Valenti Bookbinder & Weintraub LLP July 2000 - Present
BDO USA, LLP June 1981 - June 2000
ESL Federal Credit Union May 1978 - August 1980
Latta Road Nursing Home June 1975 - August 1978
Skills
Tax Preparation, Tax Planning, Accounting, Accounting & Bookkeeping, Retirement Planning, Qualified Retirement..., Tax Accounting, Financial Planners, Bookkeeping, Tax Advisory, Payroll, Corporate Tax, Income Tax, CPA, Tax, Partnership Taxation, Tax Returns
Education
University at Buffalo 1979 — 1981
BS, Accounting
State University of New York College of Agriculture and Technology at Morrisville 1977 — 1979
AAS, Accounting
Greece Arcadia High School 1973 — 1977
Regents
Lougen Valenti Bookbinder & Weintraub LLP July 2000 - Present
BDO USA, LLP June 1981 - June 2000
ESL Federal Credit Union May 1978 - August 1980
Latta Road Nursing Home June 1975 - August 1978
Skills
Tax Preparation, Tax Planning, Accounting, Accounting & Bookkeeping, Retirement Planning, Qualified Retirement..., Tax Accounting, Financial Planners, Bookkeeping, Tax Advisory, Payroll, Corporate Tax, Income Tax, CPA, Tax, Partnership Taxation, Tax Returns
Education
University at Buffalo 1979 — 1981
BS, Accounting
State University of New York College of Agriculture and Technology at Morrisville 1977 — 1979
AAS, Accounting
Greece Arcadia High School 1973 — 1977
Regents
Peter Gonzales Peter Gonzales's BDO USA, LLP Experience January 2012 - Present
Job Senior Auditor at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2012 - Present
Salibello & Broder LLP January 2011 - December 2011
St. Francis College January 2006 - January 2011
Merrill Lynch - Global Wealth Management January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Microsoft Office, Marketing, Event Planning, Non-profits, Outlook, Public Relations, Financial Analysis, Editing, Access, Research, Nonprofits, Advertising, Accounting, Analysis, Budgets, Blogging, Data Analysis, Facebook, Social Networking, Photoshop, Customer Service, Spanish, Leadership, Public Speaking, Management, Time Management, Data Entry, Bloomberg, Administration, Auditing, Social Media, Team Leadership, CPA, Teamwork, Financial Accounting, Policy, English, Financial Modeling, Financial Reporting, Marketing Strategy, Fundraising
Education
St. Francis College 2010 — 2012
M.S., Accounting
St. Francis College 2005 — 2010
B.S., Business Management
BDO USA, LLP January 2012 - Present
Salibello & Broder LLP January 2011 - December 2011
St. Francis College January 2006 - January 2011
Merrill Lynch - Global Wealth Management January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Microsoft Office, Marketing, Event Planning, Non-profits, Outlook, Public Relations, Financial Analysis, Editing, Access, Research, Nonprofits, Advertising, Accounting, Analysis, Budgets, Blogging, Data Analysis, Facebook, Social Networking, Photoshop, Customer Service, Spanish, Leadership, Public Speaking, Management, Time Management, Data Entry, Bloomberg, Administration, Auditing, Social Media, Team Leadership, CPA, Teamwork, Financial Accounting, Policy, English, Financial Modeling, Financial Reporting, Marketing Strategy, Fundraising
Education
St. Francis College 2010 — 2012
M.S., Accounting
St. Francis College 2005 — 2010
B.S., Business Management
Daniel McPartland Daniel McPartland's BDO USA, LLP Experience June 2011 - August 2011
Job Staff Accountant at SRV CPA PC
Industry Accounting
Experience
SRV CPAs January 2013 - Present
BDO USA, LLP June 2011 - August 2011
HMS Consulting May 2010 - June 2011
Skills
Accounting, General Ledger, GAAP, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Internal Controls, Tax, Tax Preparation, Financial Statements, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, ProSystem fx Tax, Year-end Close, Outlook
Education
St. Thomas Aquinas College 2012 — 2014
Master of Business Administration (MBA), Finance, General
Saint Thomas Aquinas College 2008 — 2012
Bachelor's degree, Accounting
Washingtonville High School 2004 — 2008
SRV CPAs January 2013 - Present
BDO USA, LLP June 2011 - August 2011
HMS Consulting May 2010 - June 2011
Skills
Accounting, General Ledger, GAAP, Financial Reporting, Account Reconciliation, Financial Accounting, Auditing, Internal Controls, Tax, Tax Preparation, Financial Statements, QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, ProSystem fx Tax, Year-end Close, Outlook
Education
St. Thomas Aquinas College 2012 — 2014
Master of Business Administration (MBA), Finance, General
Saint Thomas Aquinas College 2008 — 2012
Bachelor's degree, Accounting
Washingtonville High School 2004 — 2008
Kelly Bemis Kelly Bemis's BDO USA, LLP Experience August 2014 - Present
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP September 2012 - Present
Wells Fargo Advisors April 2010 - April 2012
Oppenheimer & Co. May 2009 - August 2009
Greymark Construction Company April 2005 - August 2009
Skills
Morningstar, Microsoft Office, Thomson One, Customer Service, QuickBooks, US GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls, Project Management, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, Investment Strategies, Thompson One, Microsoft Excel, Financial Reporting
Education
Southern Methodist University 2011 — 2012
MS, Accouting
Southern Methodist University 2007 — 2011
BBA, Financial Consulting
BDO USA, LLP August 2014 - Present
BDO USA, LLP September 2012 - Present
Wells Fargo Advisors April 2010 - April 2012
Oppenheimer & Co. May 2009 - August 2009
Greymark Construction Company April 2005 - August 2009
Skills
Morningstar, Microsoft Office, Thomson One, Customer Service, QuickBooks, US GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls, Project Management, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, Investment Strategies, Thompson One, Microsoft Excel, Financial Reporting
Education
Southern Methodist University 2011 — 2012
MS, Accouting
Southern Methodist University 2007 — 2011
BBA, Financial Consulting
Dylan Curtis Dylan Curtis's BDO USA, LLP Experience August 2015 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
KELCOM Wireless August 2011 - Present
BDO USA, LLP May 2015 - August 2015
Stark State College August 2012 - August 2013
KELCOM Wireless Ltd November 2004 - August 2011
McDonald's Restaurants of Canada Limited December 2001 - December 2006
Skills
Customer Satisfaction, Retail, Customer Service, Sales, Sales Management, Team Leadership, Account Management, Coaching, Team Building, Microsoft Office, Marketing, POS, Social Media, Networking, Cashiering, Telecommunications, Negotiation, B2B, Loss Prevention, Inventory Management, Non-profit Leadership, Leadership, Event Planning, Leadership Development, Fundraising, Event Management, PowerPoint, Selling, Access, Time Management, Social Networking, Teamwork, Sales Process, Training, Social Media Marketing, Strategic Planning, Management, Outlook, Project Planning, Sales Operations, Budgets, Data Entry, Market Research, Customer Retention, Direct Sales, Merchandising, Online Marketing, Public Speaking, New Business Development, Microsoft Word
Education
Walsh University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Walsh University 2013 — 2014
Bachelor's Degree, Accounting, 4.0
Stark State College of Technology 2011 — 2013
Associate of Arts (A.A.), Accounting, 4.0
BDO USA, LLP August 2015 - Present
KELCOM Wireless August 2011 - Present
BDO USA, LLP May 2015 - August 2015
Stark State College August 2012 - August 2013
KELCOM Wireless Ltd November 2004 - August 2011
McDonald's Restaurants of Canada Limited December 2001 - December 2006
Skills
Customer Satisfaction, Retail, Customer Service, Sales, Sales Management, Team Leadership, Account Management, Coaching, Team Building, Microsoft Office, Marketing, POS, Social Media, Networking, Cashiering, Telecommunications, Negotiation, B2B, Loss Prevention, Inventory Management, Non-profit Leadership, Leadership, Event Planning, Leadership Development, Fundraising, Event Management, PowerPoint, Selling, Access, Time Management, Social Networking, Teamwork, Sales Process, Training, Social Media Marketing, Strategic Planning, Management, Outlook, Project Planning, Sales Operations, Budgets, Data Entry, Market Research, Customer Retention, Direct Sales, Merchandising, Online Marketing, Public Speaking, New Business Development, Microsoft Word
Education
Walsh University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Walsh University 2013 — 2014
Bachelor's Degree, Accounting, 4.0
Stark State College of Technology 2011 — 2013
Associate of Arts (A.A.), Accounting, 4.0
Anne M. Bozesky's BDO USA, LLP Experience August 2013 - Present
Job Tax Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
Ernst & Young July 2001 - August 2013
Ernst & Young September 1997 - July 2001
Skills
Tax Advisory, Transaction Processing, Financial Accounting, Income Tax, Tax, Tax Law, Mergers & Acquisitions, Due Diligence, Tax Research, Tax Accounting, Private Equity, Restructuring, Corporate Tax, Cross-border..., Financial Reporting, Accounting, Financial Analysis, Big 4, Financial Modeling
Education
Washington University in St. Louis School of Law
Doctor of Law (J.D.)
Southern Illinois University, Carbondale
Masters of Accountancy, Emphasis in Taxation
BDO USA, LLP August 2013 - Present
Ernst & Young July 2001 - August 2013
Ernst & Young September 1997 - July 2001
Skills
Tax Advisory, Transaction Processing, Financial Accounting, Income Tax, Tax, Tax Law, Mergers & Acquisitions, Due Diligence, Tax Research, Tax Accounting, Private Equity, Restructuring, Corporate Tax, Cross-border..., Financial Reporting, Accounting, Financial Analysis, Big 4, Financial Modeling
Education
Washington University in St. Louis School of Law
Doctor of Law (J.D.)
Southern Illinois University, Carbondale
Masters of Accountancy, Emphasis in Taxation
Joseph Vasile's BDO USA, LLP Experience 1999 - 2000
Job at Global Capacity Group, Inc
Industry Insurance
Experience
Global Capacity Group, Inc July 2010 - Present
Cushman & Wakefield 2011 - 2012
Liz Claiborne 2011 - 2011
AIG June 2008 - January 2010
Marcum & Kliegman LLP ("MKLLP") January 2008 - June 2008
Franklin Credit Management Corporation ("FCMC") June 2006 - January 2008
Ernst & Young 2004 - 2006
The Schonbraun McCann Group 2000 - 2004
BDO USA, LLP 1999 - 2000
Education
Saint John's University 1997 — 1999
Accounting, Accounting/Finance/Business
Saint John's University - Peter J. Tobin College of Business 1985 — 1999
Bachelor of Science, Accounting
St. Peter's
Global Capacity Group, Inc July 2010 - Present
Cushman & Wakefield 2011 - 2012
Liz Claiborne 2011 - 2011
AIG June 2008 - January 2010
Marcum & Kliegman LLP ("MKLLP") January 2008 - June 2008
Franklin Credit Management Corporation ("FCMC") June 2006 - January 2008
Ernst & Young 2004 - 2006
The Schonbraun McCann Group 2000 - 2004
BDO USA, LLP 1999 - 2000
Education
Saint John's University 1997 — 1999
Accounting, Accounting/Finance/Business
Saint John's University - Peter J. Tobin College of Business 1985 — 1999
Bachelor of Science, Accounting
St. Peter's
Bradly Schrupp's BDO USA, LLP Experience June 1984 - Present
Job Partner at BDO
Industry Accounting
Experience
BDO USA, LLP June 1984 - Present
BDO Seidman LLP 1984 - Present
Skills
SEC filings, Auditing, GAAP, Accounting, Financial Reporting, CPA, Due Diligence, Tax, Assurance, Internal Controls, Mergers & Acquisitions, US GAAP, Restructuring, Sarbanes-Oxley Act, Entertainment, Revenue Recognition, Forensic Accounting, Tax Accounting
Education
St. Cloud State University 1976 — 1980
Bachelor of Science (BS), accounting
BDO USA, LLP June 1984 - Present
BDO Seidman LLP 1984 - Present
Skills
SEC filings, Auditing, GAAP, Accounting, Financial Reporting, CPA, Due Diligence, Tax, Assurance, Internal Controls, Mergers & Acquisitions, US GAAP, Restructuring, Sarbanes-Oxley Act, Entertainment, Revenue Recognition, Forensic Accounting, Tax Accounting
Education
St. Cloud State University 1976 — 1980
Bachelor of Science (BS), accounting
Kelly Jung, PHR's BDO USA, LLP Experience September 2013 - Present
Job Regional HR Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2013 - Present
Vornado/Charles E. Smith March 2007 - May 2013
Kelly Services October 2004 - March 2007
CarMax December 2003 - October 2004
Insignia/ESG February 2000 - December 2003
CarMax January 1998 - February 2000
Skills
Employee Relations, Onboarding, Performance Management, Payroll, Administration, Recruiting, Human Resources, Benefits Administration, Employee Benefits, Leadership Development, Training, System Administration, HRIS, Leadership, Management, Policy, Strategic Planning, Personnel Management, Applicant Tracking..., Strategy, Technical Recruiting, Talent Acquisition
Education
State University of New York College at Oswego 1990 — 1994
BS, Business Administration
BDO USA, LLP September 2013 - Present
Vornado/Charles E. Smith March 2007 - May 2013
Kelly Services October 2004 - March 2007
CarMax December 2003 - October 2004
Insignia/ESG February 2000 - December 2003
CarMax January 1998 - February 2000
Skills
Employee Relations, Onboarding, Performance Management, Payroll, Administration, Recruiting, Human Resources, Benefits Administration, Employee Benefits, Leadership Development, Training, System Administration, HRIS, Leadership, Management, Policy, Strategic Planning, Personnel Management, Applicant Tracking..., Strategy, Technical Recruiting, Talent Acquisition
Education
State University of New York College at Oswego 1990 — 1994
BS, Business Administration
Randy Prusik's BDO USA, LLP Experience May 1981 - May 1989
Job Vice President
Industry Construction
Experience
Cabrillo Hoist September 2005 - Present
Flagship Cruises & Events January 2011 - July 2013
Marine Group Boat Works January 2011 - July 2013
Bay City Electric Works, Inc June 2001 - June 2004
Dowcraft Corporaton June 1990 - March 2001
BDO USA, LLP May 1981 - May 1989
Skills
Managerial Finance, Auditing, Financial Reporting, Financial Analysis, Management, Finance, Accounting, Cash Flow, Microsoft Excel, Microsoft Word, Microsoft Office, Forecasting, Risk Management, Business Process..., Human Capital, Negotiation, Executive Management, Analysis, Human Resources, Strategic Planning, Financial Management, Data Mining, Business Intelligence, Accounts Receivable, Budgets
Education
State University of New York College at Fredonia 1977 — 1981
BA, Business Management
Cabrillo Hoist September 2005 - Present
Flagship Cruises & Events January 2011 - July 2013
Marine Group Boat Works January 2011 - July 2013
Bay City Electric Works, Inc June 2001 - June 2004
Dowcraft Corporaton June 1990 - March 2001
BDO USA, LLP May 1981 - May 1989
Skills
Managerial Finance, Auditing, Financial Reporting, Financial Analysis, Management, Finance, Accounting, Cash Flow, Microsoft Excel, Microsoft Word, Microsoft Office, Forecasting, Risk Management, Business Process..., Human Capital, Negotiation, Executive Management, Analysis, Human Resources, Strategic Planning, Financial Management, Data Mining, Business Intelligence, Accounts Receivable, Budgets
Education
State University of New York College at Fredonia 1977 — 1981
BA, Business Management
Richard Ro's BDO USA, LLP Experience July 2004 - Present
Job Manager at BDO Seidman
Industry Accounting
Experience
BDO USA, LLP July 2004 - Present
Education
State University of New York College at Oswego 1996 — 2000
Bachelor's degree, Accounting
BDO USA, LLP July 2004 - Present
Education
State University of New York College at Oswego 1996 — 2000
Bachelor's degree, Accounting
Albert Banoub's BDO USA, LLP Experience January 2005 - March 2008
Job Simply Unique Construction and Midstream oil
Industry Oil & Energy
Experience
Simply Unique Construction and Mid-stream Oil January 2013 - Present
several and diverse companies January 1997 - September 2015
BDO USA, LLP January 2005 - March 2008
Skills
Maritime, Risk, Audit, Internal Audit, Compliance, Auditing, Mergers, Accounting, Management Consulting, Negotiation, Financial Reporting, Risk Management, Employee Relations, Change Management, Budgeting, Forecasting, Planning, Team Building, Analysis, Oil, Excel, Risk Assessment, Coaching, SOX, Strategic Planning, Transportation, Microsoft Office, Process Improvement, Contract Negotiation, Financial Management, Financial Analysis, Business Strategy, Contract Management, Microsoft Excel, Sarbanes-Oxley Act, Accounts Receivable, Financial Risk, Ports, Petroleum, SAP, Budgets, Financial Audits, Management, Due Diligence, Internal Controls, Finance, Corporate Finance, Consolidation, Leadership, Account Reconciliation
Education
State University of New York - System 1983 — 1989
MA, Business/Managerial Economics
Simply Unique Construction and Mid-stream Oil January 2013 - Present
several and diverse companies January 1997 - September 2015
BDO USA, LLP January 2005 - March 2008
Skills
Maritime, Risk, Audit, Internal Audit, Compliance, Auditing, Mergers, Accounting, Management Consulting, Negotiation, Financial Reporting, Risk Management, Employee Relations, Change Management, Budgeting, Forecasting, Planning, Team Building, Analysis, Oil, Excel, Risk Assessment, Coaching, SOX, Strategic Planning, Transportation, Microsoft Office, Process Improvement, Contract Negotiation, Financial Management, Financial Analysis, Business Strategy, Contract Management, Microsoft Excel, Sarbanes-Oxley Act, Accounts Receivable, Financial Risk, Ports, Petroleum, SAP, Budgets, Financial Audits, Management, Due Diligence, Internal Controls, Finance, Corporate Finance, Consolidation, Leadership, Account Reconciliation
Education
State University of New York - System 1983 — 1989
MA, Business/Managerial Economics
John Loniewski, CPA's BDO USA, LLP Experience October 2011 - July 2014
Job Assistant Controller at Odyssey Logistics & Technology
Industry Accounting
Experience
Odyssey Logistics & Technology July 2014 - Present
BDO USA, LLP October 2011 - July 2014
BDO USA, LLP September 2008 - September 2011
BDO USA, LLP March 2006 - August 2008
Hertz August 2003 - March 2006
Skills
Financial Reporting, SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, Assurance, External Audit, Financial Accounting, Accounting, Revenue Recognition, Tax, Consolidation, IFRS, Internal Audit
Education
Saint Thomas Aquinas College 1998 — 2002
Bachelor of Science (BS), Accounting
Odyssey Logistics & Technology July 2014 - Present
BDO USA, LLP October 2011 - July 2014
BDO USA, LLP September 2008 - September 2011
BDO USA, LLP March 2006 - August 2008
Hertz August 2003 - March 2006
Skills
Financial Reporting, SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, Assurance, External Audit, Financial Accounting, Accounting, Revenue Recognition, Tax, Consolidation, IFRS, Internal Audit
Education
Saint Thomas Aquinas College 1998 — 2002
Bachelor of Science (BS), Accounting
Heather Hendren, CPA's BDO USA, LLP Experience January 2005 - March 2007
Job CPA
Industry Accounting
Experience
Post & Associates, CPA's January 2010 - January 2012
BDO USA, LLP January 2005 - March 2007
The Energy Authority April 2002 - January 2005
Arthur Andersen 1999 - 2002
Education
Stetson University 1996 — 1999
Post & Associates, CPA's January 2010 - January 2012
BDO USA, LLP January 2005 - March 2007
The Energy Authority April 2002 - January 2005
Arthur Andersen 1999 - 2002
Education
Stetson University 1996 — 1999
Dana Ketterer, CPA's BDO USA, LLP Experience November 2010 - December 2011
Job Accountant at Fenstermacher & Company, LLP
Industry Accounting
Experience
Fenstermacher & Company, LLP June 2012 - Present
Umbreit Korengel & Associates January 2012 - June 2012
BDO USA, LLP November 2010 - December 2011
McBride Shopa & Company, PA February 1994 - October 2010
mcbride shopa & Company 1994 - 2009
mcbride shopa & company 1994 - 2009
Lang & Associates 1992 - 1994
Skills
Tax, Payroll, Bookkeeping, Sarbanes-Oxley, S Corporations, Partnership Taxation, Nonprofits, Financial Analysis, Budgets, Accounting, Assurance, Auditing
Education
Stockton University 1989 — 1993
BA, Business-Accounting
Fenstermacher & Company, LLP June 2012 - Present
Umbreit Korengel & Associates January 2012 - June 2012
BDO USA, LLP November 2010 - December 2011
McBride Shopa & Company, PA February 1994 - October 2010
mcbride shopa & Company 1994 - 2009
mcbride shopa & company 1994 - 2009
Lang & Associates 1992 - 1994
Skills
Tax, Payroll, Bookkeeping, Sarbanes-Oxley, S Corporations, Partnership Taxation, Nonprofits, Financial Analysis, Budgets, Accounting, Assurance, Auditing
Education
Stockton University 1989 — 1993
BA, Business-Accounting
Dara Schneider's BDO USA, LLP Experience July 2010 - June 2015
Job Director at McGladrey
Industry Accounting
Experience
McGladrey September 2015 - Present
BDO USA LLP July 2010 - June 2015
Amper, Politiziner, and Mattia PC March 2006 - July 2010
KPMG June 2002 - February 2006
Arthur Andersen December 1996 - May 2002
Skills
SEC filings, Sarbanes-Oxley Act, Auditing, CPA, GAAP, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Services, Tax, Financial Accounting
Education
State University of New York at Buffalo - School of Management 1995 — 1996
MBA, Accounting
State University of New York at Buffalo - School of Management 1990 — 1994
BS, Finance
McGladrey September 2015 - Present
BDO USA LLP July 2010 - June 2015
Amper, Politiziner, and Mattia PC March 2006 - July 2010
KPMG June 2002 - February 2006
Arthur Andersen December 1996 - May 2002
Skills
SEC filings, Sarbanes-Oxley Act, Auditing, CPA, GAAP, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Services, Tax, Financial Accounting
Education
State University of New York at Buffalo - School of Management 1995 — 1996
MBA, Accounting
State University of New York at Buffalo - School of Management 1990 — 1994
BS, Finance
Brian Stueve's BDO USA, LLP Experience December 2004 - September 2013
Job SOC Practice Leader and Consultant at Olsen Thielen
Industry Management Consulting
Experience
Olsen Thielen November 2013 - Present
Guest Speaker October 2012 - Present
BDO USA, LLP December 2004 - September 2013
Target November 2000 - December 2004
Skills
Team Building, Business Strategy, Technology Planning,..., Technology Assessments, Technology Selection..., Vendor Management, Financial Statement..., Outside CPA or Lending..., Process Improvement, Public Speaking, Service Orgnaization..., Leadership, Strategy, Technology Evaluation, Management, CPA, Accounting, Management Consulting, Finance
Education
St. Cloud State University
BS, Accounting
Olsen Thielen November 2013 - Present
Guest Speaker October 2012 - Present
BDO USA, LLP December 2004 - September 2013
Target November 2000 - December 2004
Skills
Team Building, Business Strategy, Technology Planning,..., Technology Assessments, Technology Selection..., Vendor Management, Financial Statement..., Outside CPA or Lending..., Process Improvement, Public Speaking, Service Orgnaization..., Leadership, Strategy, Technology Evaluation, Management, CPA, Accounting, Management Consulting, Finance
Education
St. Cloud State University
BS, Accounting
Bill Giovanniello's BDO USA, LLP Experience November 1994 - Present
Job Managing Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 1994 - Present
Amper Politziner & Mattia 1987 - 1994
Skills
Financial Reporting, Financial Analysis, Auditing, CPA, Mergers & Acquisitions, Due Diligence, Tax, Forensic Accounting, Corporate Finance, Accounting
Education
Stockton University 1983 — 1987
BA, Accounting
BDO USA, LLP November 1994 - Present
Amper Politziner & Mattia 1987 - 1994
Skills
Financial Reporting, Financial Analysis, Auditing, CPA, Mergers & Acquisitions, Due Diligence, Tax, Forensic Accounting, Corporate Finance, Accounting
Education
Stockton University 1983 — 1987
BA, Accounting
Robb Zerfass's BDO USA, LLP Experience January 2015 - Present
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
SS&G, Inc. January 2012 - Present
Russell Novak & Company, LLP December 2003 - December 2011
Zerfass & Associates, Ltd. January 2000 - December 2003
Skills
Tax Preparation, Tax, Income Tax, High Net Worth..., Accounting, Tax Accounting, Mergers & Acquisitions, Corporate Tax, Tax Law, Management Consulting, IRS, Tax Research, CPA, Forensic Accounting, Financial Analysis, Investments, Auditing, Business Valuation, Exit Strategies, Small Business, Financial Accounting, Financial Reporting, Due Diligence, QuickBooks, Strategic Financial..., Finance, Estate Planning
Education
Southern Illinois University, Carbondale 1981 — 1986
Bachelor of Science, Accounting and Finance, Minor Economics
BDO USA, LLP January 2015 - Present
SS&G, Inc. January 2012 - Present
Russell Novak & Company, LLP December 2003 - December 2011
Zerfass & Associates, Ltd. January 2000 - December 2003
Skills
Tax Preparation, Tax, Income Tax, High Net Worth..., Accounting, Tax Accounting, Mergers & Acquisitions, Corporate Tax, Tax Law, Management Consulting, IRS, Tax Research, CPA, Forensic Accounting, Financial Analysis, Investments, Auditing, Business Valuation, Exit Strategies, Small Business, Financial Accounting, Financial Reporting, Due Diligence, QuickBooks, Strategic Financial..., Finance, Estate Planning
Education
Southern Illinois University, Carbondale 1981 — 1986
Bachelor of Science, Accounting and Finance, Minor Economics
Carlos Ancira's BDO USA, LLP Experience October 1983 - June 2014
Job Retired Audit Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 1983 - June 2014
BDO USA, LLP 1983 - June 2014
Skills
Due Diligence, SOX, Mergers, Accounting, Public Companies, Financial Reporting, Audit, Assurance, Start-ups, SEC filings, Litigation Support, Financial Analysis, Auditing, Internal Controls, US GAAP, Financial Accounting, Mergers & Acquisitions, Private Equity, Sarbanes-Oxley Act, Managerial Finance, GAAP, CPA, Cash Flow, General Ledger, Revenue Recognition, Tax, Corporate Tax, Forensic Accounting, External Audit, Income Tax, Sarbanes-Oxley
Education
St. Mary's University
Bachelor of Science (BS), Accounting
BDO USA, LLP October 1983 - June 2014
BDO USA, LLP 1983 - June 2014
Skills
Due Diligence, SOX, Mergers, Accounting, Public Companies, Financial Reporting, Audit, Assurance, Start-ups, SEC filings, Litigation Support, Financial Analysis, Auditing, Internal Controls, US GAAP, Financial Accounting, Mergers & Acquisitions, Private Equity, Sarbanes-Oxley Act, Managerial Finance, GAAP, CPA, Cash Flow, General Ledger, Revenue Recognition, Tax, Corporate Tax, Forensic Accounting, External Audit, Income Tax, Sarbanes-Oxley
Education
St. Mary's University
Bachelor of Science (BS), Accounting
Bryan Lorello's BDO USA, LLP Experience May 2006 - Present
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2006 - Present
Kimberly-Clark October 2005 - May 2006
PricewaterhouseCoopers June 2001 - October 2005
Prudential Financial June 2000 - May 2001
Skills
Insurance, Retail, Engineering, Software Industry, Construction, Accounting, Internal Controls, Training, GAAP, Financial Reporting, Financial Statements, Finance, Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Assurance, Forecasting, CPA, Budgets, Tax, SEC filings, Mergers & Acquisitions, Auditing, US GAAP, Financial Accounting, Corporate Tax, Revenue Recognition, Tax Accounting, Variance Analysis, Sarbanes-Oxley, Internal Audit, Big 4, External Audit
Education
The University of Texas at Austin 2001 — 2002
MPA, Accounting
Stockton University 1996 — 2000
BS, Finance/Economics
BDO USA, LLP May 2006 - Present
Kimberly-Clark October 2005 - May 2006
PricewaterhouseCoopers June 2001 - October 2005
Prudential Financial June 2000 - May 2001
Skills
Insurance, Retail, Engineering, Software Industry, Construction, Accounting, Internal Controls, Training, GAAP, Financial Reporting, Financial Statements, Finance, Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Assurance, Forecasting, CPA, Budgets, Tax, SEC filings, Mergers & Acquisitions, Auditing, US GAAP, Financial Accounting, Corporate Tax, Revenue Recognition, Tax Accounting, Variance Analysis, Sarbanes-Oxley, Internal Audit, Big 4, External Audit
Education
The University of Texas at Austin 2001 — 2002
MPA, Accounting
Stockton University 1996 — 2000
BS, Finance/Economics
Suzie Jue Wu, CPA's BDO USA, LLP Experience August 2015 - Present
Job Senior Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP December 2014 - July 2015
PwC August 2014 - December 2014
AIG August 2012 - August 2014
NYS Department of Tax & Finance June 2009 - September 2012
Hippocrene Books November 2007 - June 2009
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2010
Master's degree, Accounting
St. John's University 2005 — 2010
MS, Accounting
BDO USA, LLP August 2015 - Present
BDO USA, LLP December 2014 - July 2015
PwC August 2014 - December 2014
AIG August 2012 - August 2014
NYS Department of Tax & Finance June 2009 - September 2012
Hippocrene Books November 2007 - June 2009
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2010
Master's degree, Accounting
St. John's University 2005 — 2010
MS, Accounting
Kevin Granger, CPA's BDO USA, LLP Experience November 2010 - December 2011
Job FP&A Manager at GE Healthcare IVD
Industry Accounting
Experience
GE Healthcare - IVD September 2015 - Present
GE Healthcare - IVD November 2012 - Present
GE Healthcare - Clarient December 2011 - November 2012
BDO USA, LLP November 2010 - December 2011
KMJ Corbin & Company, LLP September 2007 - November 2010
Skills
Auditing, SEC filings, US GAAP, Sarbanes-Oxley, Revenue Recognition, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Assurance, CPA, Corporate FP&A, Financial Forecasting, Cost Management, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accounting
Stonehill College 2000 — 2004
BSBA, Marketing
GE Healthcare - IVD September 2015 - Present
GE Healthcare - IVD November 2012 - Present
GE Healthcare - Clarient December 2011 - November 2012
BDO USA, LLP November 2010 - December 2011
KMJ Corbin & Company, LLP September 2007 - November 2010
Skills
Auditing, SEC filings, US GAAP, Sarbanes-Oxley, Revenue Recognition, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Assurance, CPA, Corporate FP&A, Financial Forecasting, Cost Management, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MSA, Accounting
Stonehill College 2000 — 2004
BSBA, Marketing
Jenene Hetrick Schaffer's BDO USA, LLP Experience June 2014 - Present
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2014 - Present
Hartman Leito and Bolt, LLP July 1994 - Present
Finkelstein Allgeier and Company LLP 1992 - 1994
Skills
CPA
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
BDO USA, LLP June 2014 - Present
Hartman Leito and Bolt, LLP July 1994 - Present
Finkelstein Allgeier and Company LLP 1992 - 1994
Skills
CPA
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
John Militello, CPA's BDO USA, LLP Experience December 2002 - April 2011
Job Controller, Executive Director of Finance at Immune Pharmaceuticals Inc.
Industry Accounting
Experience
IMMUNE Pharmaceuticals Inc. April 2015 - Present
Retrophin, Inc. October 2014 - April 2015
Volt Information Sciences May 2011 - September 2014
BDO USA, LLP December 2002 - April 2011
Grant Thornton LLP December 2000 - 2002
Leslie Sufrin & Company, PC. August 1998 - December 2000
Skills
Auditing, US GAAP, Corporate Tax, Due Diligence, Internal Controls, Mergers, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Statements, Financial Reporting, GAAP, Internal Audit, SEC filings, Payroll, Accounting, Consolidation, Sarbanes-Oxley, CPA, SOX 404, Assurance, External Audit, 10Q, Financial Accounting, Financial Audits, Budgets, Revenue Recognition, Accounts Receivable, SEC Filings, Financial Analysis, Finance, Tax, Account Reconciliation, Management
Education
Saint Joseph's College 1996 — 1998
B.S., Accounting
Suffolk County Community College 1994 — 1996
A.A., Liberal Arts
IMMUNE Pharmaceuticals Inc. April 2015 - Present
Retrophin, Inc. October 2014 - April 2015
Volt Information Sciences May 2011 - September 2014
BDO USA, LLP December 2002 - April 2011
Grant Thornton LLP December 2000 - 2002
Leslie Sufrin & Company, PC. August 1998 - December 2000
Skills
Auditing, US GAAP, Corporate Tax, Due Diligence, Internal Controls, Mergers, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Statements, Financial Reporting, GAAP, Internal Audit, SEC filings, Payroll, Accounting, Consolidation, Sarbanes-Oxley, CPA, SOX 404, Assurance, External Audit, 10Q, Financial Accounting, Financial Audits, Budgets, Revenue Recognition, Accounts Receivable, SEC Filings, Financial Analysis, Finance, Tax, Account Reconciliation, Management
Education
Saint Joseph's College 1996 — 1998
B.S., Accounting
Suffolk County Community College 1994 — 1996
A.A., Liberal Arts
LaShaun King, CPA's BDO USA, LLP Experience August 2014 - Present
Job Assurance Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP April 2013 - Present
AICPA August 2007 - April 2013
Ernst & Young LLP August 2003 - August 2007
Skills
Accounting, Auditing, Internal Controls, US GAAS, Peer Reviews, US GAAP, GAAP, CPA, Assurance, SEC filings, External Audit, Sarbanes-Oxley Act, Financial Reporting
Education
University of Virginia 2003 — 2004
Masters of Science, Accounting
South Carolina State University 1999 — 2003
Bachelor of Science, Accounting, Summa Cum Laude
PBL
PBL
BDO USA, LLP August 2014 - Present
BDO USA, LLP April 2013 - Present
AICPA August 2007 - April 2013
Ernst & Young LLP August 2003 - August 2007
Skills
Accounting, Auditing, Internal Controls, US GAAS, Peer Reviews, US GAAP, GAAP, CPA, Assurance, SEC filings, External Audit, Sarbanes-Oxley Act, Financial Reporting
Education
University of Virginia 2003 — 2004
Masters of Science, Accounting
South Carolina State University 1999 — 2003
Bachelor of Science, Accounting, Summa Cum Laude
PBL
PBL
Don Luken's BDO USA, LLP Experience 1992 - 1996
Job Principal at LGI Consulting Group
Industry Management Consulting
Experience
LGI Consulting Group 1995 - Present
New Star Lighting. A Division of 555 International 2005 - 2013
555 International, Inc 2000 - 2013
SportsLine Distributors 2007 - 2012
Oak Ridge Capital 1998 - 2008
Houlihan Lokey 1996 - 2000
BDO USA, LLP 1992 - 1996
Skills
Mergers, Start-ups, Due Diligence, New Business Development, Sales, Business Planning, Financial Analysis, Marketing, Strategic Planning, Entrepreneurship, Business Development, Marketing Strategy, Management Consulting, Business, Lighting, Venture Capital, Mergers & Acquisitions, Executive Management, Strategy, Retail, Management, Finance
Education
University of Wisconsin-Madison - School of Business 1967 — 1969
MBA, Finance
St. Norbert College 1964 — 1967
BBA, Business
LGI Consulting Group 1995 - Present
New Star Lighting. A Division of 555 International 2005 - 2013
555 International, Inc 2000 - 2013
SportsLine Distributors 2007 - 2012
Oak Ridge Capital 1998 - 2008
Houlihan Lokey 1996 - 2000
BDO USA, LLP 1992 - 1996
Skills
Mergers, Start-ups, Due Diligence, New Business Development, Sales, Business Planning, Financial Analysis, Marketing, Strategic Planning, Entrepreneurship, Business Development, Marketing Strategy, Management Consulting, Business, Lighting, Venture Capital, Mergers & Acquisitions, Executive Management, Strategy, Retail, Management, Finance
Education
University of Wisconsin-Madison - School of Business 1967 — 1969
MBA, Finance
St. Norbert College 1964 — 1967
BBA, Business
Samuel M Seaman's BDO USA, LLP Experience August 2015 - Present
Job Tax Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Fund Accounting, Tax Preparation, Financial Accounting, Private Equity, GAAP, Management, Hedge Funds, US GAAP, Auditing
Education
Southern Utah University
Master’s Degree, Accounting
BDO USA, LLP August 2015 - Present
Skills
Accounting, Tax, Financial Reporting, Financial Analysis, Fund Accounting, Tax Preparation, Financial Accounting, Private Equity, GAAP, Management, Hedge Funds, US GAAP, Auditing
Education
Southern Utah University
Master’s Degree, Accounting
Ginny Barnish's BDO USA, LLP Experience January 2015 - Present
Job CPA, Manager, Outsource Financial Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
SS&G, Inc. February 2008 - December 2014
Penn Central Corporation, EDT Group 1981 - 1986
Deloitte & Touche 1977 - 1981
Skills
Financial Reporting, Accounting, CPA, Financial Analysis, Budgets, Start-ups, Tax, Auditing, Nonprofits, GAAP, Account Reconciliation, Internal Controls, Financial Accounting
Education
State University of New York College at Plattsburgh 1972 — 1976
BS, Accounting
BDO USA, LLP January 2015 - Present
SS&G, Inc. February 2008 - December 2014
Penn Central Corporation, EDT Group 1981 - 1986
Deloitte & Touche 1977 - 1981
Skills
Financial Reporting, Accounting, CPA, Financial Analysis, Budgets, Start-ups, Tax, Auditing, Nonprofits, GAAP, Account Reconciliation, Internal Controls, Financial Accounting
Education
State University of New York College at Plattsburgh 1972 — 1976
BS, Accounting
Thomas Hixon's BDO USA, LLP Experience December 2014 - August 2015
Job AnalystFinancial II at Kinder Morgan
Industry Accounting
Experience
Kinder Morgan September 2015 - Present
BDO USA, LLP December 2014 - August 2015
UHY LLP September 2011 - November 2014
Wortham February 2011 - June 2011
Thomas Group May 2010 - August 2010
KBR, Inc. May 2009 - August 2009
Energy XXI June 2008 - August 2008
Lloyd & Partners Limited July 2007 - August 2007
Skills
Accounting, Auditing, Audit, Internal Controls, Sarbanes-Oxley Act, External Audit, Finance, SEC filings, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP, Due Diligence, General Ledger, Corporate Finance, Financial Risk
Education
Southern Methodist University - Cox School of Business 2010 — 2010
Masters, Accounting
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors, Accounting
The London School of Economics and Political Science (LSE) 2007 — 2007
Internation Political Economy
Kinder Morgan September 2015 - Present
BDO USA, LLP December 2014 - August 2015
UHY LLP September 2011 - November 2014
Wortham February 2011 - June 2011
Thomas Group May 2010 - August 2010
KBR, Inc. May 2009 - August 2009
Energy XXI June 2008 - August 2008
Lloyd & Partners Limited July 2007 - August 2007
Skills
Accounting, Auditing, Audit, Internal Controls, Sarbanes-Oxley Act, External Audit, Finance, SEC filings, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP, Due Diligence, General Ledger, Corporate Finance, Financial Risk
Education
Southern Methodist University - Cox School of Business 2010 — 2010
Masters, Accounting
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors, Accounting
The London School of Economics and Political Science (LSE) 2007 — 2007
Internation Political Economy
Joseph Matschulat's BDO USA, LLP Experience January 2013 - July 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US September 2014 - Present
BDO USA, LLP January 2013 - July 2014
Education
Southern Methodist University - Cox School of Business 2012 — 2012
Master of Science (M.S.), Accounting
University of Texas at Tyler 2007 — 2009
BBA, Management
Tyler Junior College 2005 — 2007
AA, General Studies
KPMG US September 2014 - Present
BDO USA, LLP January 2013 - July 2014
Education
Southern Methodist University - Cox School of Business 2012 — 2012
Master of Science (M.S.), Accounting
University of Texas at Tyler 2007 — 2009
BBA, Management
Tyler Junior College 2005 — 2007
AA, General Studies
Carol Westrich's BDO USA, LLP Experience June 2014 - Present
Job Senior Administrative Assistant at BDO USA, LLP
Industry Law Practice
Experience
BDO USA, LLP June 2014 - Present
Carmody MacDonald P.C. April 2007 - April 2014
Emerson Process Management 1988 - 2006
Popkin & Stern 1981 - 1988
Skills
Corporate Law
Education
Southeast Missouri State University 1978 — 1980
Certificate in Legal Studies
St. Louis Community College
BDO USA, LLP June 2014 - Present
Carmody MacDonald P.C. April 2007 - April 2014
Emerson Process Management 1988 - 2006
Popkin & Stern 1981 - 1988
Skills
Corporate Law
Education
Southeast Missouri State University 1978 — 1980
Certificate in Legal Studies
St. Louis Community College
David Lucarello, CPA's BDO USA, LLP Experience August 2015 - Present
Job Senior Manager at BDO USA, LLP Insurance & Banking
Industry Accounting
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP October 2012 - August 2015
BDO USA, LLP January 2009 - October 2012
BDO USA, LLP October 2007 - January 2009
BDO USA, LLP June 2006 - July 2006
Skills
US GAAP, CPA, Internal Controls, Auditing, SEC filings, Sarbanes-Oxley Act, Financial Statements, Statutory Accounting, External Audit, General Ledger, Tax, GAAP, Financial Reporting, Financial Accounting, Accounting, Assurance, Financial Audits, Financial Analysis, Management
Education
State University of New York at New Paltz 2004 — 2007
MBA, Accounting
BDO USA, LLP August 2015 - Present
BDO USA, LLP October 2012 - August 2015
BDO USA, LLP January 2009 - October 2012
BDO USA, LLP October 2007 - January 2009
BDO USA, LLP June 2006 - July 2006
Skills
US GAAP, CPA, Internal Controls, Auditing, SEC filings, Sarbanes-Oxley Act, Financial Statements, Statutory Accounting, External Audit, General Ledger, Tax, GAAP, Financial Reporting, Financial Accounting, Accounting, Assurance, Financial Audits, Financial Analysis, Management
Education
State University of New York at New Paltz 2004 — 2007
MBA, Accounting
David Rogosin, CPA's BDO USA, LLP Experience December 2013 - October 2014
Job Senior Tax Manager
Industry Accounting
Experience
Rehmann Robson & Co November 2014 - Present
BDO USA, LLP December 2013 - October 2014
Alpern Rosenthal August 2013 - December 2013
Caler, Donten, Levine, Porter & Veil, PA December 2003 - August 2013
Shavell & Co, CPA September 2002 - November 2003
Warner & Associates, CPA, PA February 1998 - September 2002
Skills
Income Tax, Tax Preparation
Education
State University of New York College at Old Westbury 1993 — 1995
BS, Accounting
State University of New York College at Old Westbury 1990 — 1993
BS, Mathematics
Rehmann Robson & Co November 2014 - Present
BDO USA, LLP December 2013 - October 2014
Alpern Rosenthal August 2013 - December 2013
Caler, Donten, Levine, Porter & Veil, PA December 2003 - August 2013
Shavell & Co, CPA September 2002 - November 2003
Warner & Associates, CPA, PA February 1998 - September 2002
Skills
Income Tax, Tax Preparation
Education
State University of New York College at Old Westbury 1993 — 1995
BS, Accounting
State University of New York College at Old Westbury 1990 — 1993
BS, Mathematics
Travis Thomason's BDO USA, LLP Experience August 2010 - December 2012
Job Audit Manager at Spicer Jeffries
Industry Accounting
Experience
Spicer Jeffries January 2012 - Present
BDO USA, LLP August 2010 - December 2012
Rothstein Kass October 2006 - July 2010
Rothstein Kass 2006 - 2010
Skills
Alternative Investments, Private Equity, Hedge Funds, Accounting, US GAAP, Financial Reporting, Financial Accounting, GAAP, CPA
Education
Southwestern Adventist University
Bachelor of Business Administration (B.B.A.), Accounting
Spicer Jeffries January 2012 - Present
BDO USA, LLP August 2010 - December 2012
Rothstein Kass October 2006 - July 2010
Rothstein Kass 2006 - 2010
Skills
Alternative Investments, Private Equity, Hedge Funds, Accounting, US GAAP, Financial Reporting, Financial Accounting, GAAP, CPA
Education
Southwestern Adventist University
Bachelor of Business Administration (B.B.A.), Accounting
Jason Zimmerman's BDO USA, LLP Experience August 2005 - August 2012
Job Audit Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP November 2012 - Present
Remy Cointreau USA August 2012 - November 2012
BDO USA, LLP August 2005 - August 2012
Education
State University of New York College at Geneseo 2001 — 2005
Accounting
CohnReznick LLP November 2012 - Present
Remy Cointreau USA August 2012 - November 2012
BDO USA, LLP August 2005 - August 2012
Education
State University of New York College at Geneseo 2001 — 2005
Accounting
Alex Milewski's BDO USA, LLP Experience May 2013 - Present
Job Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2013 - Present
Raytheon May 2012 - May 2013
Group Excellence & Surestudy, Dallas TX August 2009 - May 2012
Education
Southern Methodist University 2008 — 2012
Accounting, Chinese
BDO USA, LLP May 2013 - Present
Raytheon May 2012 - May 2013
Group Excellence & Surestudy, Dallas TX August 2009 - May 2012
Education
Southern Methodist University 2008 — 2012
Accounting, Chinese
Peter Ruane's BDO USA, LLP Experience October 1996 - March 1998
Job Manager Payroll & Benefits Analysis at Equity Residential
Industry Real Estate
Experience
Equity Residential August 2008 - Present
Bachelor Grove Development LLC 2006 - 2013
Ruane & Sons Builders, Inc. August 1997 - July 2008
Equity Residential June 1997 - July 2008
BDO USA, LLP October 1996 - March 1998
Grant Thornton LLP January 1993 - March 1996
Freidman, Eisenstein, Raemer & Schwartz December 1990 - January 1993
Laventhol & Horwath August 1984 - November 1990
Skills
Construction, SEC filings, Auditing, Due Diligence, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Commercial Real Estate, Accounting, Payroll, Disposition
Education
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science, Accounting
Equity Residential August 2008 - Present
Bachelor Grove Development LLC 2006 - 2013
Ruane & Sons Builders, Inc. August 1997 - July 2008
Equity Residential June 1997 - July 2008
BDO USA, LLP October 1996 - March 1998
Grant Thornton LLP January 1993 - March 1996
Freidman, Eisenstein, Raemer & Schwartz December 1990 - January 1993
Laventhol & Horwath August 1984 - November 1990
Skills
Construction, SEC filings, Auditing, Due Diligence, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Commercial Real Estate, Accounting, Payroll, Disposition
Education
Southern Illinois University, Carbondale 1980 — 1983
Bachelor of Science, Accounting
Jon Wyndham's BDO USA, LLP Experience August 2011 - September 2014
Job Consultant
Industry Accounting
Experience
BDO USA, LLP August 2011 - September 2014
Deloitte & Touche, LLP September 2001 - April 2011
Skills
Internal Controls, SEC Filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, US GAAP, Financial Accounting, Auditing, GAAP, Financial Analysis
Education
Southern Utah University 2000 — 2001
MBA, Emphasis in accounting
Southern Utah University 1999 — 2000
BS in Accounting, Accounting
BDO USA, LLP August 2011 - September 2014
Deloitte & Touche, LLP September 2001 - April 2011
Skills
Internal Controls, SEC Filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, US GAAP, Financial Accounting, Auditing, GAAP, Financial Analysis
Education
Southern Utah University 2000 — 2001
MBA, Emphasis in accounting
Southern Utah University 1999 — 2000
BS in Accounting, Accounting
Nicholas Squicciarini's BDO USA, LLP Experience August 2014 - July 2015
Job Manager, R&D Tax Services at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - July 2015
BDO USA, LLP October 2013 - July 2014
BDO USA, LLP January 2012 - September 2013
JPMorgan Chase 2008 - 2010
Smith Haven Automotive Group 2000 - 2008
Skills
R&D Tax Credits, Business Development, Accounting, Banking, Investments, Loans, Financial Services, Mortgage Lending, Insurance, Tax, Management, Financial Accounting
Education
State University of New York College at Old Westbury
Bachelor of Science
Saint John's University - Peter J. Tobin College of Business 2013 — 2013
Masters in Taxation (in progress)
BDO USA, LLP August 2014 - July 2015
BDO USA, LLP October 2013 - July 2014
BDO USA, LLP January 2012 - September 2013
JPMorgan Chase 2008 - 2010
Smith Haven Automotive Group 2000 - 2008
Skills
R&D Tax Credits, Business Development, Accounting, Banking, Investments, Loans, Financial Services, Mortgage Lending, Insurance, Tax, Management, Financial Accounting
Education
State University of New York College at Old Westbury
Bachelor of Science
Saint John's University - Peter J. Tobin College of Business 2013 — 2013
Masters in Taxation (in progress)
Kevin Brandis, CPA's BDO USA, LLP Experience January 2013 - Present
Job Audit Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2013 - Present
Giuliano, Miller & Company LLC January 2012 - May 2012
Skills
US GAAP, Auditing, Accounting, Microsoft Excel, Finance, Microsoft Word, Customer Service
Education
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Science (BS), Business Studies with Concentration in Accounting
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Arts (BA), Criminal Justice
BDO USA, LLP January 2013 - Present
Giuliano, Miller & Company LLC January 2012 - May 2012
Skills
US GAAP, Auditing, Accounting, Microsoft Excel, Finance, Microsoft Word, Customer Service
Education
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Science (BS), Business Studies with Concentration in Accounting
Richard Stockton College of New Jersey 2008 — 2012
Bachelor of Arts (BA), Criminal Justice
Stephanie Leone's BDO USA, LLP Experience January 2011 - Present
Job Audit Senior, Financial Services Group (Broker Dealer and Hedge Funds) at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2011 - Present
Grant Thornton LLP September 2007 - August 2010
White & Case May 2005 - May 2006
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2007
Master of Business Administration (MBA), Accounting
Saint John's University 2002 — 2006
Bachelor of Science (BS), Accounting
BDO USA, LLP January 2011 - Present
Grant Thornton LLP September 2007 - August 2010
White & Case May 2005 - May 2006
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2007
Master of Business Administration (MBA), Accounting
Saint John's University 2002 — 2006
Bachelor of Science (BS), Accounting
CASSANDRA FUHRMAN's BDO USA, LLP Experience January 2013 - April 2013
Job Cost/Sales Analyst at Bard Access Systems
Industry Financial Services
Experience
BDO USA, LLP January 2013 - April 2013
Manhattan Life Insurance Company and its affiliated entities March 2011 - February 2012
Northwestern Mutual July 2009 - March 2011
Skills
Cross-functional Team..., Public Speaking, Report Writing, Self Management, Critical Thinking, Timely Decision Making, Flexibility, Financial Analysis, Data Analysis, Market Analysis, Management, Strategic Communications, Business Strategy
Education
Sam Houston State University 2012 — 2013
MBA, Finance, 3.5
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2009
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
BDO USA, LLP January 2013 - April 2013
Manhattan Life Insurance Company and its affiliated entities March 2011 - February 2012
Northwestern Mutual July 2009 - March 2011
Skills
Cross-functional Team..., Public Speaking, Report Writing, Self Management, Critical Thinking, Timely Decision Making, Flexibility, Financial Analysis, Data Analysis, Market Analysis, Management, Strategic Communications, Business Strategy
Education
Sam Houston State University 2012 — 2013
MBA, Finance, 3.5
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2009
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Matthew Grabowski, CPA's BDO USA, LLP Experience September 2015 - Present
Job Senior Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
Boeing September 2014 - August 2015
RubinBrown LLP June 2010 - September 2014
RubinBrown LLP January 2010 - April 2010
Skills
CPA, Accounting, Estate Tax Planning, Tax, Tax Returns, Wealth Management, Tax Research, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, GAAP, Financial Accounting, Auditing, Internal Controls, Financial Reporting
Education
University of Missouri-Columbia 2006 — 2009
Master of Accountancy, Taxation Certification
St. Louis Community College 2003 — 2006
Associate in Arts Business Administration
BDO USA, LLP September 2015 - Present
Boeing September 2014 - August 2015
RubinBrown LLP June 2010 - September 2014
RubinBrown LLP January 2010 - April 2010
Skills
CPA, Accounting, Estate Tax Planning, Tax, Tax Returns, Wealth Management, Tax Research, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, GAAP, Financial Accounting, Auditing, Internal Controls, Financial Reporting
Education
University of Missouri-Columbia 2006 — 2009
Master of Accountancy, Taxation Certification
St. Louis Community College 2003 — 2006
Associate in Arts Business Administration
Heena Rana's BDO USA, LLP Experience January 2014 - Present
Job Audit Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2014 - Present
H&R Block October 2007 - Present
Transformative Ventures LLC October 2011 - January 2014
Williams, Adley & Company LLP July 2011 - September 2011
TD Bank March 2005 - November 2006
Capital One Bank July 1996 - March 2005
Minu Modi & Company, India April 1994 - March 1996
Skills
Management, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Reporting, Budgets, Auditing, Strategic Planning, Analysis, Customer Service, Leadership, Process Improvement, Project Management, Financial Accounting, Internal Controls, Finance, Business Strategy, Forecasting, Business Analysis, Accounting, US GAAP, CPA, Due Diligence, Financial Modeling, Corporate Finance, Financial Audits, Business Planning, Internal Audit, Financial Statements, Sarbanes-Oxley Act, QuickBooks, Tax, IFRS
Education
Successfully passed all four parts of the Uniform CPA Examination, August 2014 2013 — 2014
Sucessfully passed all four parts of the CPA Examination, August 2014 2013 — 2014
M.S. University, Baroda India 1992 — 1994
Master of Science (M.S.), Major in Accounting and Auditing, Minor in Business Administration
M.K. College 1990 — 1993
Computer Science, Computer Science
South Gujarat University 1989 — 1992
Bachelor of Science (B.S.), Major in Accounting and Auditing, Minor in Business Administration
BDO USA, LLP January 2014 - Present
H&R Block October 2007 - Present
Transformative Ventures LLC October 2011 - January 2014
Williams, Adley & Company LLP July 2011 - September 2011
TD Bank March 2005 - November 2006
Capital One Bank July 1996 - March 2005
Minu Modi & Company, India April 1994 - March 1996
Skills
Management, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Reporting, Budgets, Auditing, Strategic Planning, Analysis, Customer Service, Leadership, Process Improvement, Project Management, Financial Accounting, Internal Controls, Finance, Business Strategy, Forecasting, Business Analysis, Accounting, US GAAP, CPA, Due Diligence, Financial Modeling, Corporate Finance, Financial Audits, Business Planning, Internal Audit, Financial Statements, Sarbanes-Oxley Act, QuickBooks, Tax, IFRS
Education
Successfully passed all four parts of the Uniform CPA Examination, August 2014 2013 — 2014
Sucessfully passed all four parts of the CPA Examination, August 2014 2013 — 2014
M.S. University, Baroda India 1992 — 1994
Master of Science (M.S.), Major in Accounting and Auditing, Minor in Business Administration
M.K. College 1990 — 1993
Computer Science, Computer Science
South Gujarat University 1989 — 1992
Bachelor of Science (B.S.), Major in Accounting and Auditing, Minor in Business Administration
Arthur Andersen
Arthur Andersen LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman