Calegari & Morris

Description

Address: 3rd floor, 650 California St, San Francisco, CA 94108 Phone: (415) 981-8766: : Website: Category: Hours: : Place name: : : : Website: http://calegariandmorris.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Calegari & Morris Posting publicly on the Web Write a review Reviews 1 Google review

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Calegari & Morris Employees

Employee
Years
Job
Industry
Connie Tiret Connie Tiret Mill Valley, California Details
Connie Tiret's Calegari & Morris Experience 1996 - Present
Job Executive Director at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris   1996 - Present
Micro Resources Inc.   1992 - 1996
Tiret & Company, CPAs   1982 - 1992
PwC  1976 - 1982

Skills
Tax Research, Financial Reporting, Tax, Auditing, Corporate Tax

Education
Indiana University Bloomington   1973 — 1976
Master of Business Administration (M.B.A.), Accounting

Miami University   1969 — 1973
Bachelor of Science (B.S.), Education

David Herron David Herron San Francisco Bay Area Details
David Herron's Calegari & Morris Experience July 2008 - Present
Job Tax Accountant at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris   July 2008 - Present
Macy's West  June 2007 - May 2008
Ernst & Young  June 2006 - December 2006
Motor Coach Industries Inc.   March 2006 - April 2006
Legacy Capital LLC   May 2000 - February 2006
Arthur Andersen  October 1999 - May 2000
Jefferies & Company  July 1998 - July 1999

Skills
Mergers, Microsoft Excel, Accounting, Due Diligence, Financial Analysis, Tax, Financial Modeling, SEC filings, Valuation, Corporate Finance, Strategy, Mergers & Acquisitions, Strategic Financial..., Finance, Budgets, Restructuring, Financial Reporting, Variance Analysis, Income Tax, Auditing, Tax Accounting

Education
Tulane University   1996 — 1998
MBA, Finance & General Management

Louisiana State University   1989 — 1993
BS, Accounting

Lisa Dragos Lisa Dragos San Francisco, California Details
Lisa Dragos's Calegari & Morris Experience October 2014 - Present
Job Certified Public Accountant
Industry Financial Services
Experience
Calegari & Morris   October 2014 - Present
Hellman & Friedman  August 2013 - October 2014
JP Morgan  May 2011 - December 2012

Skills
Private Equity, Valuation, Hedge Funds, Financial Accounting, Asset Management, Equities, Management, Due Diligence, Alternative Investments, Financial Analysis, Financial Modeling

Education
Hofstra University   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

Hofstra University   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

Sabrina Cardoso Sabrina Cardoso San Leandro, California Details
Sabrina Cardoso's Calegari & Morris Experience February 2010 - Present
Job Administrative Assistant at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris   February 2010 - Present
ENGEO  September 2003 - November 2008
Via Center   August 2002 - September 2003

Skills
Spreadsheets, Microsoft Excel, Administrative..., Calendaring, Travel Arrangements, Expense Reports, Calendars, Confidentiality, Fax, Accounting, File Management, Invoicing, Office Management, Office Equipment, Data Entry, Microsoft Word, Outlook, Telephone Skills, Filing

Education
California State University-East Bay   2000 — 2003
Bachelor of Arts (BA), Liberal Studies

Chabot College   1996 — 2000
Associate of Arts (A.A.), Liberal Studies

Karissa Lilley Karissa Lilley San Francisco Bay Area Details
Karissa Lilley's Calegari & Morris Experience September 2008 - Present
Job Tax Accounting
Industry Accounting
Experience
Calegari & Morris   September 2008 - Present
PwC  September 2001 - August 2008

Skills
Tax, Tax Research, Corporate Tax, Income Tax, Financial Analysis, Microsoft Excel, Financial Reporting, Partnership Taxation, Accounting, Microsoft Word

Education
Golden Gate University
Master's degree, Taxation

Tulane University - A.B. Freeman School of Business   1997 — 2001
BS, Accounting, Finance

Susan Parodi Rengstorff Susan Parodi Rengstorff San Francisco Bay Area Details
Susan Parodi Rengstorff's Calegari & Morris Experience January 2005 - December 2014
Job Enrolled Agent
Industry Accounting
Experience
Independent Contractor  January 2015 - Present
Calegari & Morris   January 2005 - December 2014
Ernst & Young   July 1998 - June 2003
Hood & Strong, LLP   January 1995 - May 1998

Skills
Corporate Tax, Income Tax

Education
University of San Francisco   1990 — 1994
BA, Spanish, Accounting

Jean Claude Calegari Jean Claude Calegari San Francisco Bay Area Details
Jean Claude Calegari's Calegari & Morris Experience June 2002 - January 2005
Job Sr. Director of Finance at Womply
Industry Internet
Experience
Womply  May 2015 - Present
Skuut LLC   May 2006 - Present
Amyris  August 2007 - August 2014
Jeteye Techonologies, Inc.   January 2005 - March 2007
Calegari & Morris   June 2002 - January 2005
LeapFrog  February 1998 - October 2001
Arthur Andersen LLP  1994 - 1997

Skills
Start-ups, Mergers & Acquisitions, Business Development, Biotechnology, Analysis, Strategy, Cross-functional Team..., Business Planning, Contract Negotiation, Financial Modeling

Education
University of California, Berkeley, Haas School of Business   1997 — 1999
MBA

Harvard University   1989 — 1994
BA, Sociology

Marcey Sperling Marcey Sperling San Francisco Bay Area Details
Marcey Sperling's Calegari & Morris Experience September 1980 - November 1985
Job CPA Self Employed
Industry Internet
Experience
The Sum of Circular Events   November 1985 - Present
Calegari & Morris   September 1980 - November 1985
Altschuler, Melvoin & Glasser   1979 - 1980

Skills
Tax, CPA, Accounting, Financial Reporting, Income Tax, Corporate Tax

Education
University of Illinois at Urbana-Champaign - College of Business   1975 — 1979
BS, Accounting

Niles Township, North Division Skokie, Ill   1972 — 1975
Bachelor of High School, Teen age Behavior

Matthew Johndrow Matthew Johndrow San Francisco Bay Area Details
Matthew Johndrow's Calegari & Morris Experience January 2001 - July 2009
Job Director of Business Development, Broadway MechanicalContractors, Inc.
Industry Construction
Experience
Broadway Mechanical-Contractors, Inc.   September 2011 - Present
University of Michigan Ross School of Business  August 2009 - April 2011
Office of Technology Transfer, University of Michigan   May 2010 - August 2010
TDE Recovery Technologies Ltd.   March 2010 - May 2010
Calegari & Morris   January 2001 - July 2009
Sextet Productions   July 2000 - May 2002
ERNST & YOUNG LLP  September 1998 - January 2001

Skills
Competitive Analysis, Business Development, Entrepreneurship, Market Analysis, Due Diligence, Market Research, Analytics, Forecasting, Business Strategy, New Business Development, Strategic Planning, Public Speaking, CRM, Project Management, Consulting, Analysis, Corporate Development, Marketing Communications, Brand Management, Financial Accounting, Friendly Personality

Education
University of Michigan - Stephen M. Ross School of Business   2009 — 2011
Masters of Business Administration (MBA), Marketing & Entrepreneurship

University of San Diego   1994 — 1998
BA, Accounting

Leo Ching, CPA, CMA Leo Ching, CPA, CMA San Francisco Bay Area Details
Leo Ching, CPA, CMA's Calegari & Morris Experience October 2007 - April 2009
Job .
Industry Computer Networking
Experience
Fenwick and West  April 2009 - September 2015
PIE DIGITAL, INC.   October 2008 - April 2009
Calegari & Morris   October 2007 - April 2009
Solidcore Systems  October 2007 - November 2008
Ugenie   October 2007 - October 2008
NETGEAR  August 2001 - October 2007
Alidian Networks  August 2000 - August 2001
Nortel Networks  June 1999 - July 2000
Bay Networks  June 1997 - June 1999

Skills
Project Management, Microsoft Excel, Forecasting, Financial Reporting, Financial Analysis, Start-ups, Accounting, Variance Analysis, Financial Modeling, Management, Due Diligence, Finance, Budgets, Auditing, SAP, Business Planning, Strategic Planning, Revenue Recognition, Business Strategy, Strategy, Product Management, Income Statement, Competitive Analysis, Entrepreneurship, Strategic Partnerships, Account Reconciliation, Cross-functional Team..., New Business Development, Leadership, Pricing, Analysis

Education
Stanford University   2012 — 2014
Professional Certificate

University of California, Santa Cruz   1992 — 1997
MS

Patrick Carlin Patrick Carlin San Francisco Bay Area Details
Patrick Carlin's Calegari & Morris Experience February 2003 - July 2006
Job Principal at Carlin & Murray, Certified Public Accountants
Industry Accounting
Experience
Carlin & Murray, Certified Public Accountants   June 2015 - Present
Marin Sports Academy   February 2008 - Present
North Bay Rugby Club   June 2014 - Present
Delagnes Mitchell & Linder LLP   December 2011 - May 2015
Shea Labagh Dobberstein  August 2006 - December 2011
St. Isabella CYO   2006 - May 2011
Sacred Heart Cathedral Preparatory  August 2003 - August 2007
Calegari & Morris   February 2003 - July 2006
Ernst & Young  October 1996 - February 2003
Kirby & Mangini, CPA's   October 1989 - October 1996

Skills
Accounting, Tax, Strategic Financial..., Internal Controls, Financial Reporting, Financial Analysis, High Net Worth..., Estate Planning, Income Tax, Small Business Tax, Trusts, Partnership Taxation, Corporate Tax, QuickBooks, Finance, Strategic Planning, Retirement Planning, Financial Planners, Estate Tax Planning, Real Estate, Tax Returns, Tax Accounting, US GAAP, SEC filings, Auditing, Financial Planning

Education
St. Mary's College of California   1985 — 1989
BA, Economics - Emphasis in Accounting

Sacred Heart High School   1981 — 1985

Cara Lee Cara Lee San Francisco Bay Area Details
Cara Lee's Calegari & Morris Experience November 2013 - Present
Job Accountant at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris   November 2013 - Present
PricewaterhouseCoopers  January 2002 - October 2013
Tran & Company, CPA   August 2000 - May 2001

Skills
US GAAP, Tax Accounting, Income Tax, Corporate Tax, Tax, Partnership Taxation, CPA, GAAP, Tax Research

Education
San Francisco State University, College of Business   1997 — 2001
B.S., Accounting and Finance

Mildred Brown Mildred Brown San Francisco Bay Area Details
Mildred Brown's Calegari & Morris Experience 1981 - 1984
Job Partner, Mowat Mackie & Anderson CPAs
Industry Accounting
Experience
Mowat Mackie & Anderson CPAs   1987 - Present
Ernst & Whinney  1984 - 1987
Calegari & Morris   1981 - 1984
Internal Revenue Service  1972 - 1980

Skills
Income Tax, Tax

Education
Golden Gate University
MS, Taxation

Stanford University
BA, History

Andrea Baltzer Andrea Baltzer San Francisco Bay Area Details
Andrea Baltzer's Calegari & Morris Experience September 2008 - Present
Job CPA
Industry Accounting
Experience
Calegari & Morris   September 2008 - Present
Michael Taylor Designs, Inc.   April 1994 - July 2008
Michael Taylor Designs, Inc.   February 1992 - March 1994
Cushman Ventures LLC   September 1988 - January 1992

Education
Michigan State University   1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General

Robert McEligot Robert McEligot San Francisco Bay Area Details
Robert McEligot's Calegari & Morris Experience 1996 - Present
Job Partner at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris   1996 - Present
Catholic Healthcare West  1989 - 1995
Arthur Andersen & Co.   1979 - 1989

Skills
Tax, Due Diligence, Accounting, Tax Research, Financial Analysis, Financial Reporting, Income Tax, SEC filings, Investments, Auditing, Corporate Tax, CPA, Mergers & Acquisitions, Financial Modeling, Finance

Education
Golden Gate University   1977 — 1979
MBA, Accounting

University of California, Berkeley   1973 — 1976
BA, BioPhysics

Helen Hong Helen Hong San Francisco, California Details
Helen Hong's Calegari & Morris Experience January 2013 - Present
Job CPA Individual Tax Compliance
Industry Accounting
Experience
Calegari & Morris   January 2013 - Present
PwC  December 1997 - January 2013

Skills
Tax

Education
Purdue University
Accounting

Brian Richerson Brian Richerson San Mateo, California Details
Brian Richerson's Calegari & Morris Experience January 2008 - Present
Job Network Administrator at Calegari & Morris
Industry Accounting
Experience
Calegari & Morris   January 2008 - Present
Certico Verification Services \ Records Search   1996 - 2000
Advanced Industrial Coatings, Inc.   1995 - 1996

Skills
QuickBooks, Microsoft Excel, Microsoft Office

Education
De Anza College   1994 — 1998
Associate of Arts (AA), Environmenta Compliance

College of San Mateo

Lynbrook