California Society of CPAs/CalCPA Education Foundation
Address: 1710 Gilbreth Rd, Burlingame, CA 94010 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 922-5272Place name: Category: Website: : : : : : : Website: http://www.calcpa.org/ Category: Corporate office 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. 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 CalCPA | CalCPA Education Foundation Posting publicly on the Web Write a review Reviews 4 Google reviews
California Society of CPAs/CalCPA Education Foundation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at California Society of CPAs/CalCPA Education Foundation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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California Society of CPAs/CalCPA Education Foundation Employees
Howard Sibelman, CPA April 2014 - Present
Loscalzo Associates, Ltd. 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2014 - Present
Crowe Horwath International September 2013 - April 2014
Crowe Horwath International 2009 - 2013
Moss Adams LLP 2006 - 2010
Bader Martin, P.S. 1998 - 2005
NSBN LLP 1994 - 1998
Laventhol & Horwath 1967 - 1990
Skills
General Ledger, Auditing, Management Consulting, IFRS, Accounting, Tax, Financial Reporting, Government Accounting, CPA, Financial Analysis, Internal Controls, Assurance, External Audit, Financial Accounting, GAAP
Education
University of Southern California 1979 — 1982
Master's Degree, Business Taxation
City University of New York-Brooklyn College 1964 — 1968
Bachelor's Degree, Economics, Major in Accounting, Cum Laude
Collins, Mason & Company, LLP June 1994 - Present
AICPA Benevolent Fund, Inc October 2014 - Present
Provisors February 2012 - Present
AICPA October 2010 - October 2013
California Society of CPAs/CalCPA Education Foundation 2007 - 2008
Hood & Strong, LLP October 1992 - October 1994
Skills
Tax, Small Business, Family Business, Accounting, Estate Tax Planning, Estate Planning, Tax Preparation, Strategic Financial..., Income Tax, Financial Reporting, Corporate Tax, Trusts, CPA, QuickBooks, Tax Accounting, GAAP, Mergers & Acquisitions, Partnership Taxation
Education
Golden Gate University
Masters, Taxation
California State University-East Bay 1988 — 1992
BA, Accounting
UCSB Economics Department April 2015 - Present
California Society of CPAs/CalCPA Education Foundation January 2015 - Present
EY June 2015 - August 2015
UCSB Annual Fund August 2014 - September 2014
UC Santa Barbara January 2013 - January 2014
Skills
Trilingual, Microsoft Word, Microsoft Excel, Leadership, Research, Multilingual, Microsoft Office, Event Planning, Customer Service, Time Management, Social Networking
Education
University of California, Santa Barbara 2012 — 2016
Bachelor's Degree, Economics/Accounting
University of California, Santa Barbara 2012 — 2016
California Society of CPAs/CalCPA Education Foundation January 2014 - December 2014
Frank, Rimerman + Co. LLP June 2014 - August 2014
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Financial Accounting, QuickBooks, Financial Reporting, Teamwork, Auditing, Bookkeeping, Tax, Customer Service, Accounts Payable, Time Management, Income Tax
Education
Menlo College 2012 — 2014
Bachelor of Science in Business, Accounting and Marketing
De Anza College 2010 — 2012
Associate of Arts in Liberal Studies
Rugeti & Associates, P.C. July 2014 - Present
Grant Thornton LLP September 2013 - July 2014
Cal Poly Low Income Tax Clinic January 2013 - June 2013
Cal Poly State University September 2010 - June 2012
California Society of CPAs/CalCPA Education Foundation January 2012 - May 2012
Grant Thornton LLP June 2011 - August 2011
Cal Poly State University September 2009 - December 2010
Technology's Edge June 2010 - September 2010
Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, Forensic Accounting, Auditing, Financial Statement..., Litigation Support, Business Valuation, Finance, Microsoft Word, QuickBooks, Management, Financial Reporting, Leadership, CPA, Internal Audit, Family Law, Adobe Acrobat, US GAAP, Tax Accounting, Financial Modeling
Education
Cal Poly San Luis Obispo 2012 — 2013
MS, Financial Accounting
Cal Poly San Luis Obispo 2008 — 2012
BS, Business Administration, Accounting
Tesoro High School 2004 — 2008
Roeser Accountancy Corp. June 2015 - Present
Self Employed January 2005 - Present
Heberger & Company, Inc. February 2013 - May 2015
California Society of CPAs/CalCPA Education Foundation February 2013 - July 2014
California Society of CPAs/CalCPA Education Foundation January 2012 - January 2013
Becker CPA Review September 2011 - December 2012
Initiative Foods, LLC June 2011 - September 2011
BB Pepper April 2007 - October 2010
Central Valley Community Bank March 2004 - February 2007
City of Clovis May 2002 - July 2002
Skills
Analysis, Public Speaking, Accounting, Management, Graphic Design, Theatrical Performance, Bookkeeping, Expository Preaching, Bible teaching, Advertising, Marketing, Microsoft Excel, QuickBooks, Tax Preparation, Financial Reporting, Cost Accounting, Financial Analysis, Business Development, Budgets, Training, Financial Accounting, Auditing
Education
California State University-Fresno 2011 — 2012
Bachelor of Science (BS), Business with an Emphasis in Accounting
Clarity Wealth Management, Inc. February 2010 - Present
AICPA October 2013 - Present
California Society of CPAs/CalCPA Education Foundation 2009 - Present
Venn CPA 1995 - 2010
Metropolitan Life Insurance Company 1990 - 1991
KPMG 1984 - 1988
Skills
Financial Planning, Estate Planning, Wealth Management, Investments, Small Business, 401k, High Net Worth..., Retirement Planning, Personal Finance, Wealth, Wealth Transfer, Wealth Preservation, Investment Advisory, Asset Protection, IRA's, Cash Flow, Insurance Planning, Asset Management, Financial Advisory, Defined Benefit, Asset, Strategic Financial..., CPA, Investment Banking, Tax, Financial Planners, Finance
Education
Vanderbilt University - Owen Graduate School of Management 1988 — 1990
MBA, Finance and Accounting
Louisiana State University 1976 — 1981
B.S. Finance, Finance
California Society of CPAs/CalCPA Education Foundation December 2013 - Present
HelloGiggles Productions October 2014 - Present
Los Angeles Painting & Finishing Contractors Association August 2001 - June 2014
UC Berkeley August 2011 - November 2013
UC Irvine April 2010 - July 2011
Associated Third Party Administrators August 2005 - April 2010
Skills
Community Outreach, Non-profits, Social Media, Customer Service, Event Management, Student Affairs, Grant Writing, Office Administration, Teaching, Creative Writing, Newsletters, Proofreading, Nonprofits, Copy Editing, Leadership, Blogging, Screenwriting, Editing, Event Planning, Public Speaking
Education
University of Southern California 2014 — 2017
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
USC 2005 — 2007
Master of Professional Writing, Fiction and Screen Writing
UC Riverside 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters
Maxwell Money Management September 2014 - June 2015
Kapamilya Club October 2011 - June 2015
California Society of CPAs/CalCPA Education Foundation January 2013 - December 2014
David T Louie Accountancy Corporation February 2010 - December 2011
Skills
Team Leadership, Microsoft Excel, Microsoft Office, Teamwork, Time Management, Data Entry, Networking, Microsoft Word, Critical Thinking, Leadership Development, Customer Service, PowerPoint, Sales, Retail, Access, Social Networking, Public Speaking, Research, Digital Archiving, Gmail, File Archiving
Education
Dominican University of California 2011 — 2015
Bachelor’s Degree, Business Administration with Concentration in Accounting and Marketing, Cum Laude
Mercy High School Burlingame 2007 — 2011
LevitZacks Certified Public Accountants 2008 - Present
California Society of CPAs/CalCPA Education Foundation May 2015 - Present
California Society of CPAs/CalCPA Education Foundation May 2013 - April 2015
KPMG Audit 2007 - 2008
Jolly Jumbuck Leathers 2005 - 2008
Skills
Accounting, Auditing, Financial Analysis, Excel, Financial Reporting, Audit, Microsoft Office, Real Estate, Internal Controls, Accounts Receivable, GAAP, General Ledger, Cash Flow, Financial Planning, US GAAP, Strategic Financial..., Microsoft Excel, Cash Management, Financial Audits, Financial Accounting, CPA, SEC filings, Tax, Corporate Tax, Tax Preparation, Financial Statements, QuickBooks, SEC Filings, Tax Returns
Education
University of San Diego 2003 — 2007
Bachelor’s Degree, Accounting and Business Administration
California Society of CPAs/CalCPA Education Foundation July 2015 - Present
Langtech March 2014 - July 2015
D+H August 2012 - February 2015
Endsight March 2011 - April 2012
EveryNetwork April 2005 - August 2010
United Parcel Services June 2002 - April 2005
All Covered July 2000 - July 2001
Micromenders April 1999 - July 2000
Liberty Bank - South San Francisco August 1998 - April 1999
Skills
Microsoft Exchange, Networking, Firewalls, Technical Support, Disaster Recovery, Routers, Active Directory, Windows Domain, Cloud Computing, Windows 2008 R2, Cisco Switches, Cisco Routers, Windows 8, TCP/IP, Backup Exec, Mac OS, Windows 2012 R2, Symantec Endpoint..., LiveVault Online Backup, Kaseya, ConnectWise, NetSuite, Office 365, VoIP, Compliance, Consulting, Google Apps, VMware vSphere, LiveVault, Meraki, Group Policy, Remediation, DFS, Virtualization, Client Relations
Education
Chabot College 2005 — 2011
General Education
Peralta Colleges - Laney/Alameda 1996 — 2000
General Education
Computer Learning Center 1996 — 1998
A.A, Computerized Business Systems/Network Administration
St. Mary's College High School 1990 — 1994
Diploma, General Education
California Society of CPAs/CalCPA Education Foundation January 2013 - Present
Skills
ETL, T-SQL, SQL Server, Software Development, UDB, DB2, ORACLE PL/SQL, ORACLE, Oracle, C#.NET, VBScript, Unix Shell Scripting, COBOL, CICS, JCL, IBM Mainframe, Test Automation, Quality Assurance, HP Quality Center, HP QTP, HP LoadRunner, JAVA, XQUERY, XML, Quality Center, Microsoft SQL Server, SQL, PL/SQL, QTP, Testing, Test Planning, Unix, SDLC, Business Requirements, Web Applications, Business Intelligence, Data Warehousing, .NET, Visual Studio, Data Modeling, Performance Tuning, ASP.NET, C#, SSRS, Agile Methodologies, Databases, Java, Shell Scripting
Education
Odessa National 'I.I. Mecnikov' University
MS
public schoold #36, odessa
University of the Pacific September 2015 - Present
California Society of CPAs/CalCPA Education Foundation January 2015 - Present
Niagara Bottling May 2015 - August 2015
Moss Adams LLP January 2015 - April 2015
Fabulous Nails October 2013 - December 2014
Taylor Salon August 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Leadership, Time Management, Teamwork, Financial Accounting, Data Entry, Accounting, Auditing, Communication, Event Planning
Education
University of the Pacific 2013 — 2016
Bachelor's & Master's degree, Accounting, 3.88
San Joaquin Delta College 2011 — 2013
Associate of Science (AS), Accounting and Banking, 3.94
SheKnows Media April 2015 - Present
Me, Myself and Jen October 2011 - Present
MM&J Consulting 2012 - Present
Chicago Parent Magazine January 2014 - August 2015
Cartan Tours, Inc. October 2012 - July 2014
I Support Community January 2014 - June 2014
Mommy Nearest January 2014 - April 2014
California Society of CPAs/CalCPA Education Foundation January 2002 - January 2003
Franciscan Ministries, Inc January 2000 - January 2002
Calamos Investments January 1998 - January 2000
Skills
Blogging, Social Networking, Social Media Marketing, Facebook, Social Media, Marketing, Event Planning, Training, Marketing Communications, Public Speaking, Content Strategy, Online Marketing, Digital Marketing, Web Content, Marketing Strategy, Creative Writing, WordPress, Leadership, Content Management, Product Reviewer, Editing, Newsletters, Copywriting
Education
College of DuPage 2010 — 2012
Travel and Tourism, Marketing
Wells Fargo June 2014 - Present
California Society of CPAs/CalCPA Education Foundation January 2014 - Present
Brown Armstrong Accountancy Corporation February 2014 - April 2014
California State University, Bakersfield April 2013 - December 2013
Wells Fargo June 2013 - August 2013
Exeter Mini Mart August 2010 - September 2012
Victorian Market February 2009 - June 2010
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, QuickBooks, Accounting and Finance, Tax Wise Software, Public Relations, Public Speaking, Accounting, Analysis, Data Entry, Finance, Financial Accounting, Financial Reporting, Budgets, Teamwork, Spanish
Education
California State University-Bakersfield 2012 — 2014
Bachelor of Science (BS), Business Administration; concentration in Accounting and Finance
College of the Sequoias 2010 — 2012
Associate of Science (AS), Accounting
Institute of Chartered Accountants of Pakistan 2006 — 2008
Chartered Accountancy, Accounting
Karachi University 2006 — 2008
Bachelors of Commerce, Business
Nunnemaker & Associates, Inc January 2015 - Present
2nd Generation Genentech July 2013 - December 2014
Blue Sky Networks April 2011 - December 2014
California Society of CPAs/CalCPA Education Foundation 2013 - 2014
California Society of CPAs/CalCPA Education Foundation 2013 - 2014
Little Wonders Montessori Preschool August 2011 - July 2013
Self Employed September 2009 - August 2011
Megapolis June 2007 - July 2009
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Peachtree, Office Administration, Education, Self Management, Professional Experience, Innovation, Administration, Management, Child Development, Accounting, Finance, Research, Analysis, Auditing, Customer Service, PowerPoint
Education
City College of San Francisco 2012 — 2013
Early Childhood Education and Teaching, GPA 4.0
Skyline College 2012 — 2013
Accounting: Computer Specialist Certificate (GPA 4.0)
National University of Dragomanova 2006 — 2009
3 years of undergraduate degree, Liberal Arts, GPA 3.6
Acme Computer March 2015 - Present
California Society of CPAs/CalCPA Education Foundation April 2013 - February 2015
Dignity Health 2009 - April 2013
Perot Systems April 2008 - January 2009
Dell April 2006 - May 2008
Skills
PACS, System Administration, Technical Support, Powershell, Radiology, Operating Systems, Windows Scripting, C#, KiXtart, VBScript, .NET, Marimba, McKesson PACS, Automation, Patch Management, DICOM, Troubleshooting, Servers, Hardware, Active Directory, Windows Server, Integration, Microsoft Exchange, Security, Visual Basic, Disaster Recovery, HL7, System Deployment, Networking, Enterprise Software, Information Technology, RIS, VMWare, VoIP, Storage Solutions, Backup Solutions, Office 365
Education
University of Phoenix 2003 — 2006
Bachelor of Science (BSIT), Information Technology
Sobul Primes & Schenkel August 1984 - Present
California State University, Northridge August 2013 - Present
Friends of the Observatory June 2000 - Present
California Society of CPAs/CalCPA Education Foundation July 2003 - June 2009
Sobul, Primes & Schenkel August 1981 - July 1984
Green Hasson & Janks June 1974 - July 1981
Skills
Tax, Tax Preparation, Accounting, QuickBooks, Financial Reporting, Income Tax, Internal Controls, Strategic Financial..., Small Business, Financial Analysis, Auditing, High Net Worth..., Corporate Tax, CPA, Forensic Accounting, IRS, Non-profits, Financial Accounting, Estate Planning, Estate Tax Planning
Education
CSUN 2011 — 2012
MSA, Accountancy/IS
California State University-Northridge 1971 — 1977
BS, Accounting
Hein & Associates January 2006 - Present
Aerospace and Defense Forum January 2014 - Present
California Society of CPAs/CalCPA Education Foundation September 2009 - Present
Community SeniorServe June 2011 - Present
BDO December 1998 - January 2006
Corbin & Wertz July 1992 - November 1998
Detroit Red Wings 1990 - 1992
Skills
Auditing, Accounting, SEC filings, SSAE 16, NetSuite, SEC reporting, Online Media and..., Life Sciences, Aerospace Industries, Industrial and Energy, Software and Technology
Education
Walsh College 1990 — 1992
Masters, Accounting
Ferris State University 1984 — 1989
BA, Finance
Berkley 1979 — 1982
Golden Gate University October 2008 - Present
RGB Spectrum October 2007 - Present
American Modern School of Accounting (AMSA) 2009 - 2013
California Society of CPAs/CalCPA Education Foundation 2008 - 2010
Acctng Offices of Kayleen Clemens, CPA 2006 - 2009
InterHealth August 2006 - October 2007
Teleset 2004 - 2006
Accounting Services 2001 - 2004
Minsk City Bar 1997 - 2001
Magdes 1992 - 1997
Skills
Revenue Recognition, Cash Management, Financial Reporting, Payroll, Working Capital..., US GAAP, Financial Analysis, Financial Planning, Financial Modeling, Corporate Finance, Financial Accounting, Financial Control, Cost Accounting, Internal Controls, Credit Analysis, Auditing, Human Resources, Financial Audits, Managerial Finance, ERP Implementations, Project Management, Accounting, General Ledger, Account Reconciliation, 401k, Employee Benefits, Team Building, ERP Selection, Forecasting, Consolidated Financial..., Benefits Negotiation, Negotiation, Strategic Financial..., Budgets, eCollege, Moodle, Analysis, KPI Reports, QuickBooks, Financial Statements, Internal Audit, Fixed Assets, Microsoft Dynamics AX, Management, Process Improvement, ERP, CPA, Sarbanes-Oxley Act, Tax, GAAP
Education
Golden Gate University, Edward S. Ageno School of Business 2013 — 2015
Graduate Certificate, Operations and Supply Chain Management, 4.0
Golden Gate University, Edward S. Ageno School of Business 2011 — 2012
Graduate Certificate, Corporate Finance, 4.0
Golden Gate University, School of Accounting 2006 — 2009
Master of Accountancy (MAc), Accounting, 3.97
San Francisco State University, College of Business 2003 — 2004
Post Grad Education, Accounting
Akademija Kiravannja pry Prezidence Respubliki Belarus' 1992 — 1996
Law, International Law and Legal Studies
Seiler LLP May 2011 - Present
Headlands Center for the Arts May 2010 - Present
California Society of CPAs/CalCPA Education Foundation May 2010 - Present
Marin Symphony Association September 2012 - Present
The Contemporary Jewish Museum March 2014 - Present
Scott B. Price & Company, CPA's September 2003 - May 2011
Arthur Andersen -- > KPMG April 2001 - September 2003
Buena Vista Winery May 2001 - September 2001
Skills
Private Equity, Real Estate, Start-ups, Healthcare, Broker-Dealer, Investment Advisory..., Accounting, US GAAP, Internal Controls, GAAP, Financial Reporting, Revenue Recognition, Auditing, Financial Accounting, Financial Modeling, CPA, Financial Audits
Education
Haslam College of Business at the University of Tennessee 1997 — 2001
Bachelor's of Science, Major: Accounting, Minor: Spanish
Napa High School 1993 — 1997
California Society of CPAs/CalCPA Education Foundation June 2015 - Present
Windes June 1983 - Present
California Society of CPA's June 2013 - June 2014
California Society of CPAs/CalCPA Education Foundation 2009 - 2010
Timothy Good & Company 1983 - 2004
Simon, Steemke, Rossito & Good 1980 - 1983
KPMG 1977 - 1980
Skills
Tax, Accounting, Financial Accounting, Management
Education
Golden Gate University
MS, Taxation
University of California, Berkeley
BA, Economics
PwC January 2015 - Present
UC Santa Barbara August 2013 - December 2014
UCSB Economics Department August 2013 - October 2014
PwC June 2014 - September 2014
UC Santa Barbara August 2013 - June 2014
California Society of CPAs/CalCPA Education Foundation 2013 - 2014
UC Santa Barbara June 2013 - August 2013
UC Santa Barbara Extension May 2013 - August 2013
UC Santa Barbara August 2012 - December 2012
UC Santa Barbara March 2012 - August 2012
Skills
Accounting, Teaching, Public Speaking, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Teamwork, Leadership, Event Planning, Financial Accounting, Communication, Auditing
Education
University of California, Santa Barbara 2011 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
Warren High School 2007 — 2011
High School Diploma
California Society of CPAs/CalCPA Education Foundation April 2015 - Present
Asian Art Museum January 2008 - Present
Freelance 2002 - Present
ON24 January 2014 - April 2015
ON24 June 2009 - April 2015
IATSE Local 16 2007 - October 2009
California DVD 1999 - 2001
Gap Inc. 1998 - 1999
Skills
Video, Video Production, Video Editing, After Effects, Compositing, Motion Graphics, Adobe Premiere, Final Cut Pro, Post Production, Video Compression, Audio Engineering, Audio Editing, Studio Camera Operation, Camera Operating, Encoding, HD Video, web video, Live Events, Live Sound, Streaming Media, A/V Installation, Digital Audio, A/V systems, Projection, Adobe Creative Suite, Television, General Awesomeness, Webcasting, Recording, AV, Dvd, Digital Video, Final Cut Studio, Videography, Audio Post Production, Pro Tools, Web Video, Multimedia, Camera Operation
Education
San Francisco State University 1994 — 1999
BA, Brodcast and Electronic Communication Arts
IATSE Local 16 Annual Training 2008 — 2008
A/V Multisource, BARCO ImagePro HD
PwC June 2015 - Present
California Society of CPAs/CalCPA Education Foundation January 2015 - Present
Harvard Investment Company May 2014 - April 2015
Burr Pilger Mayer January 2014 - April 2014
Eclipse Advertising July 2013 - July 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Determination, Efficiency, Team Leadership, Teamwork, Goal Oriented, Creative Problem Solving, Customer Service, Time Management, Facebook, Telephone Skills, Cashiering, Microsoft Office, Team Building, Team-oriented, Friendly Personality, Singing, Marketing, Marketing Strategy, Marketing Management
Education
Menlo College 2012 — 2016
Bachelor of Science (B.S.), Accounting, Senior
Mayfield Senior School 2008 — 2012
California Carpet October 2014 - Present
Blue Light Healing 2012 - Present
Phase2Careers 2014 - 2014
California Society of CPAs/CalCPA Education Foundation April 2003 - March 2010
Skills
Public Speaking, Non-profits, Small Business, Event Planning, Program Development, Data Entry, Newsletters, Coaching, Volunteer Management, Nonprofits, Marketing Communications, Customer Service, Social Networking, Team Building, Change Management, Editing, Community Outreach, Fundraising, Strategic Planning, Teaching, Facebook, Marketing, PowerPoint, Social Media Marketing, Workshop Facilitation, Public Relations, Leadership Development, Research, Leadership, Staff Development, Microsoft Office, Microsoft Word
Education
SFSU
Bachelor's degree, English
California Society of CPAs/CalCPA Education Foundation February 2015 - Present
Hotel Shattuck Plaza July 2013 - January 2015
History San Jose April 2011 - June 2013
SJSU, Department of Hospitality Management November 2012 - May 2013
Pebble Beach Company December 2011 - October 2012
The Olympic Club May 2012 - June 2012
Cinequest December 2010 - March 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Cash Register, Event Management, Event Planning, Customer Service, Marketing, Hospitality, Social Media, Catering, Microsoft Office, Facebook, Outlook, Social Networking, Public Speaking, Photoshop, Social Media Marketing, Time Management, Management, Retail, Teamwork, Fundraising, Public Relations, Project Management, Leadership, Hospitality Management
Education
San Jose State University 2009 — 2013
BS, Hospitality, Tourism, and Events Management
Boston Scientific May 2014 - August 2014
California Society of CPAs/CalCPA Education Foundation July 2013 - August 2013
Babson College Greek Council May 2012 - May 2013
Stamp Out Suicide November 2011 - May 2012
University Mechanical & Engineering Contractors, Inc 2009 - 2009
Skills
Entrepreneurship, Team Leadership, Public Speaking, Leadership, Management, Marketing Strategy, Microsoft Office, Digital Marketing, Strategic Planning, Time Management, Video Production, Adobe Creative Suite, Economics, Minitab, Microsoft Excel, Market Research, Strategy, MS Project, SAP R/3, Visio, Microsoft SQL Server, Teamwork, TrackWise, Quality System, ABAP
Education
Babson College 2011 — 2015
Bachelor of Science in Business Management, Business Administration and Management, General, 3.65
Rotterdam School of Management, Erasmus University 2013 — 2013
Neuroeconomics: The Science of Decision Making
EisnerAmper LLP September 2010 - Present
California Society of CPAs/CalCPA Education Foundation 2011 - 2013
Burr Pilger Mayer September 2006 - September 2010
Golden Gate University May 2008 - August 2008
Arthur Andersen LLP 2000 - 2002
Deloitte 1995 - 2000
Skills
Corporate Tax, Tax Research, Federal Tax, Tax Compliance, Partnership Taxation, Tax, Accounting, Income Tax, FIN 48, Corporate Tax Planning, Mergers & Acquisitions, Financial Planners, US GAAP, Tax Accounting
Education
DePauw University 1968 — 1972
B.A., Economics
CPA Forensics Plus, LLP April 2013 - Present
California State University, San Bernardino January 2013 - Present
AICPA April 2012 - Present
University of Redlands January 2012 - Present
Lynette Atchley, CPA January 2012 - September 2014
Friedman Forensic Accounting January 2013 - March 2013
Los Angeles Newspaper Group March 2004 - June 2012
California Society of CPAs/CalCPA Education Foundation 2008 - 2012
The Arizona Republic March 2002 - January 2004
San Jose Business Journal October 1999 - February 2002
Skills
Financial Analysis, Budget Development, Accounting, Financial Reporting, Budgeting, Forecasting, Audit, Analysis, Corporate Governance, Payroll, Supervisory Experience, Written & Oral..., Strategic Planning, Fixed Asset Management, KPI Dashboards, Personnel Development, Contract Negotiation, Contract Management, Cost Accounting, Customer Service, Cash Flow Forecasting, Cash Management, Billing Systems, Accounts Receivable, Sales Management, Credit, Organizational..., Consolidated Financial..., Budgets, Auditing, Financial Accounting, Finance, Internal Controls, Cash Flow Analysis, Business Valuation, Family, Civil & Probate..., Separate Property..., Management, General Ledger, Financial Statements, Accounts Payable, Leadership, CPA, GAAP, Tax Preparation, QuickBooks, Income Tax, Financial Planning, Corporate Tax, Cash Flow
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 1999
MBA, Business
The University of Texas at Arlington 1984 — 1988
BBA, Business and Accounting
California Board of Accountancy January 2012 - Present
California Society of CPAs/CalCPA Education Foundation May 2010 - Present
California Society of CPAs/CalCPA Education Foundation May 2005 - Present
Sarcoma Alliance April 2003 - Present
Miller Kaplan Arase LLP March 2002 - Present
California Society of CPAs/CalCPA Education Foundation May 2005 - April 2011
Sarcoma Alliance 2003 - 2011
Perinatal Advisory Council: Leadership, Advocacy & Consultation (PAC/LAC) September 2001 - June 2009
AWSCPA July 2001 - June 2006
Defense Contract Audit Agency March 1987 - April 1990
Skills
Auditing, Accounting, Information Returns, Financial Reporting, Non-profits, Internal Controls, Financial Audits, CPA, GAAP, Nonprofits, Financial Accounting, Financial Statements, Employee Benefits, US GAAP, Revenue Recognition, Due Diligence
Education
Woodbury University 1985 — 1987
MBA, Accounting
University of California, Davis 1978 — 1982
AB, Economics
SLOSH
Deloitte September 2015 - Present
Veyna and Forschino CPAs February 2013 - June 2015
California Society of CPAs/CalCPA Education Foundation January 2014 - December 2014
Deloitte June 2014 - August 2014
Stealth Start Up December 2012 - May 2013
De Saisset Museum April 2012 - June 2012
Edgebrook Aquatic Club June 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Outlook, Teamwork, Financial Accounting, Leadership, Collaboration, Microsoft Office, External Audit, Social Media, Interpersonal..., Customer Service, Access, Social Media Marketing, Teaching, Time Management, Accounting
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science, Commerce; Accounting, 3.594
Foundation for International Education 2013 — 2013
Accounting, 3.925
Issaquah High School
science, mathematics; literature, and language, 3.95
Bellevue College
USForex May 2015 - Present
California Society of CPAs/CalCPA Education Foundation August 2014 - May 2015
AC Transit September 2012 - November 2013
Public Health Institute March 2010 - April 2012
Public Health Institute March 2008 - January 2010
Public Health Institute March 2006 - February 2008
Skills
Servers, Desktop Support, Windows 7, DNS, Software Installation, Group Policy, Workstations, System Administration, Active Directory, Windows Server 2003, Windows, Administration, Troubleshooting, Microsoft Office, Switches, Cisco, Problem Solving, Operating Systems, XP, Windows Server, Customer Service, Computer Hardware, TCP/IP, DHCP, VPN, Documentation, Disaster Recovery, Laptops, VMware, Security, Windows Server 2008, Antivirus, Printers, Hardware, Blackberry Enterprise..., Routers, ITIL, Policy, Outlook, Firewalls, Help Desk Support, Cisco Technologies, Backup Exec, Data Center, Network Security, Microsoft Exchange, Network Administration, Networking, Databases, Virtualization
Education
University of Phoenix 2009 — 2011
Bachelors, Information Technology Network Security
University of Phoenix 2007 — 2009
Associates, Associates of Arts in Information Technology
Alameda City College 2006 — 2007
CCNA, Cisco Certified Network Associate (CCNA)
Skyline High school 1994 — 1997
General Education, General Studies
SmartOrg, Inc. November 2009 - Present
Gadzo Law Firm August 2009 - November 2009
Dottie Yourtz Catering March 2008 - November 2009
Northwestern Mutual Financial Network March 2004 - October 2008
Versant Object Technology 1991 - 1991
Jasmine Technologies 1989 - 1990
California Society of CPAs/CalCPA Education Foundation 1986 - 1989
Word Processors Personnel Service 1985 - 1986
Dictaphone Corporation 1984 - 1985
State Farm Insurance 1983 - 1984
Skills
Customer Service, Program Management, Marketing, Databases, Project Management, Strategic Planning, Business Development, Team Leadership, Social Media, Salesforce.com, Strategic Partnerships, Public Speaking, Event Planning, Sales, Research, Event Management, Management, Marketing Communications, Social Networking, Lead Generation, Human Resources, Budgets, Critical Thinking, Account Management
Education
University of California, Davis 1979 — 1983
BA, Rhetoric
Pioneer High School, San Jose, CA 1976 — 1979
Anixter April 2014 - Present
Bupa December 2011 - November 2013
California Society of CPAs/CalCPA Education Foundation 2008 - 2010
ABM Security Services October 2006 - March 2008
Public Adjusters, Inc September 2005 - September 2006
Ziffren Brittenham, LLP June 2002 - January 2005
ARTHUR ANDERSEN (Official) 1997 - 2002
Skills
Outlook, Leadership, Training, Onboarding, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Contract Negotiation, Insurance, New Hire Orientations, Interviews, Team Leadership, Hiring, Technical Recruiting, Executive Search, Analysis, Policy, Process Improvement, Coaching, Talent Acquisition, Sales, Temporary Placement, Management, Accounting, Talent Management, Resume Writing, Benefits Administration, Change Management, Employee Relations, Human Resources, Leadership Development, Legal Assistance, PeopleSoft
Education
Miami Dade College
Serengeti Summit
Weight Watchers
Weight Watchers
Weight Watchers
California Society of CPAs/CalCPA Education Foundation March 2004 - Present
St. Louis Post-Dispatch October 2001 - February 2004
Skills
Marketing Communications, Strategic Communications, Copywriting, Media Relations, Email Marketing, Direct Marketing, Online Marketing, Press Releases, Internal Communications, Corporate Communications, Marketing Strategy, Adobe Creative Suite, Event Planning, Public Relations, Business Communications, Creative Strategy, Communications Strategy, Creative Direction, Magazine Design, Magazine Layout Design, Magazine Management, Magazine Articles, Social Media, Strategic Planning
Education
University of Dayton 1996 — 2000
Bachelor of Science, Marketing
De Smet Jesuit High School 1994 — 1996
Chaminade College Prepartory 1991 — 1993
St. Gerard Majella 1985 — 1990
Practice Builders 1997 - Present
California Society of CPAs/CalCPA Education Foundation 1987 - 1990
Cook County Graduate School of Medicine 1984 - 1986
Skills
Marketing, Advertising, Marketing Strategy, Management, Market Planning, Healthcare, Social Media Marketing, Lead Generation, Strategy, Email Marketing, Integrated Marketing, Product Marketing, Selling, Strategic Planning, Online Advertising, Public Relations, Direct Marketing, Social Media, Marketing Management, Sales, Training, Salesforce.com, SEO, Direct Mail, Online Marketing, SEM, Market Research, Copywriting, Strategic Partnerships, Marketing Communications, Customer Service, Medicine, Competitive Analysis, Brand Awareness, Management Consulting, Digital Marketing, New Business Development, Corporate Partnership..., Channel Relationship...
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Health Care Marketing
University of Wisconsin-Madison - School of Business 1978 — 1982
BBA, Health Care Management
Windermere Stellar March 2014 - Present
Oregon Society of Certified Public Accountants September 2011 - June 2013
California Society of CPAs/CalCPA Education Foundation November 2003 - July 2011
Texas Society of Certified Public Accountants 1998 - 2003
American Association for the Advancment of Science January 1989 - January 1994
Skills
Seller Representation, Buyer Representation, First Time Home Buyers, Marketing Strategy, Program Management, Strategic Planning, Budgets, Leadership, Public Speaking, Event Management, Nonprofits, Non-profits, Event Planning, Staff Development, Marketing Communications, Accounting, Volunteer Management, Social Media, Fundraising, Policy, Social Media Marketing, Public Relations, Project Planning, Executive Management, Leadership Development, Management Consulting, CPA, Training, Team Building, Editing, Contract Negotiation, Customer Service, Small Business, Project Management, Association Management, Financial Reporting, Microsoft Office, Negotiation, Change Management, Email Marketing, Media Relations, Sales, Budgeting, Customer Relations, Writing, Non-profit Board...
Education
Franklin College 1977 — 1981
Franklin College
Greencastle High School
SRI International February 2014 - Present
California Society of CPAs/CalCPA Education Foundation May 2014 - Present
Frank, Rimerman + Co. LLP January 2010 - January 2014
St. Mary's School January 2005 - February 2008
Challenger School July 2006 - June 2007
Skills
Tax Research, Tax Return Preparation, Tax Compliance, Non-profits, Tax Accounting, Tax Preparation, Singer/Songwriter, Vocal Performance, Vocalist, Foreign Tax Credit, Foreign Account Tax..., ProSystem fx Tax, Singing, Accounting, Tax, Nonprofits, CPA
Education
Santa Clara University - Leavey School of Business 2007 — 2009
B.S. in Commerce, Accounting
UC Santa Cruz 2003 — 2004
Voice and Opera
Lynbrook High School 1999 — 2003
Bong Hillberg Lewis Fischesser LLP 2015 - Present
Dave's Complete Auto Service 2011 - 2015
Northwestern Mutual 2013 - 2014
California Society of CPAs/CalCPA Education Foundation 2013 - 2014
Beta Alpha Psi 2013 - 2014
Skills
PowerPoint, Microsoft Excel, Accounting, Teamwork, Customer Service, Financial Analysis, QuickBooks, Microsoft Office, Microsoft Word, Strategy, Research, Public Speaking, Outlook, Analysis, Finance, Access
Education
Cal State Hayward 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Chabot College
A.A, Business Administration
CSUF Accounting Alumni Association July 2015 - Present
California Society of CPAs/CalCPA Education Foundation July 2014 - Present
California Society of CPAs/CalCPA Education Foundation October 2012 - Present
PwC September 2011 - Present
Grant Thornton LLP September 2010 - September 2011
Skills
Intangible Assets, Investments, Operating Expenses, COGS, GAAP, SEC filings, US GAAP, Sarbanes-Oxley Act, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, CPA, External Audit, Assurance, Revenue Recognition, Financial Statements, Sarbanes-Oxley, Accounts Receivable, Consolidation, Financial Audits, Big 4, IFRS, General Ledger, Financial Statement..., SEC Filings
Education
California State University-Fullerton - College of Business and Economics 2008 — 2010
BA Business Administration, Accounting
AICPA March 2013 - Present
California Society of CPAs/CalCPA Education Foundation January 2000 - March 2013
California Society of CPAs 2006 - 2009
California Society of CPAs (CalCPA) 2002 - 2006
California Society of CPAs January 2000 - September 2002
CAMICO 1990 - 1992
The Press Tribune August 1988 - March 1989
Skills
Strategic Planning, Management, Nonprofits, Program Management, Accounting, Strategic Financial..., Leadership, Budgets, Social Media, Financial Analysis, Event Planning, Managerial Finance, Non-profits, CPA, Marketing Communications, Small Business, Public Speaking, Management Consulting, NetForum, Project Management, Corporate Communications, Social Media Marketing, Change Management, Volunteer Management, Public Relations, Internal Controls
Education
San Francisco State University 1994 — 1996
Masters, Special Education, Learning Handicapped
University of California, Davis 1984 — 1988
Bachelors of Arts, Rhetoric and Communications
California Society of CPAs/CalCPA Education Foundation October 2012 - Present
Whiskytree, Inc. March 2011 - March 2012
Disney / Image Movers Digital February 2010 - November 2010
Disney / Image Movers Digital July 2009 - February 2010
BPS August 2002 - July 2009
Education
School of Visual Arts
BFA, Illustration
Brewer & Hulme, CPAs January 2011 - Present
California Society of CPAs/CalCPA Education Foundation 2007 - Present
Ruzzo, Scholl & Murphy January 1998 - December 2010
Philip R. Hulme, CPA 1993 - 1998
Price Waterhouse 1986 - 1993
Skills
Mergers, Real Estate, Tax, Accounting, Financial Reporting, Due Diligence, QuickBooks, Tax Preparation, Income Tax, Financial Accounting, Start-ups, Small Business, Financial Statements, Mergers & Acquisitions, Investments, CPA, High Net Worth..., Finance, Cash Flow, Tax Returns, Valuation
Education
San Jose State University
Bachelors of Science, Business Administration / Accounting
Joseph Cote, CPA, CGMA January 2011 - Present
National Association of State Boards of Accountancy (NASBA) March 1996 - January 2011
Professional Credential Services (PCS) January 1998 - December 2006
American Institute of CPAs January 1988 - October 1995
California Society of CPAs/CalCPA Education Foundation March 1978 - December 1987
AICPA May 1974 - March 1978
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Tax, Tax Preparation, Microsoft Word, Microsoft Excel, Financial Analysis, Leadership, Microsoft Office, Strategic Planning, QuickBooks, CPA, Business Strategy, Financial Accounting, Bookkeeping, Forensic Accounting, Income Tax, Small Business, Payroll Taxes, General Ledger, GAAP, Tax Accounting, Payroll, Managerial Finance, Corporate Tax, Tax Returns, Mergers & Acquisitions, Account Reconciliation, Sarbanes-Oxley Act, Journal Entries, Accounts Payable, Accounts Receivable, Peachtree, Financial Statements, Sales Tax, US GAAP, Partnership Taxation, S Corporations, Cash Flow, Tax Advisory, Preparation, Business Valuation, Tax Research
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1971
M.A.S., Accounting
Ferris State University 1964 — 1967
B.S., Accounting
Muskegon Community College 1964 — 1965
Associate Degree, Accounting
Muskegon Catholic Central 1957 — 1961
California Society of CPAs/CalCPA Education Foundation November 2014 - Present
MAC Cosmetics August 2014 - Present
Mindjet February 2012 - August 2013
Abercrombie & Fitch January 2012 - February 2012
Southwest Airlines August 2011 - December 2011
Enterprise Rent-A-Car September 2009 - April 2010
Skills
Communication, Social Media, Sales, People Skills, SaaS, Salesforce.com, Enterprise Software, SQL, CRM, Customer Service, Troubleshooting, Training, Microsoft Office, Management, Theatre, Technology, Creative Problem Solving, Lead Generation, Team Leadership, Databases, Team Management, E-commerce, Cloud Computing, Networking, Customer Experience, Technical Support
Education
University of Arizona 2007 — 2010
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Alameda High School 2001 — 2004
California Society of CPAs/CalCPA Education Foundation February 2015 - Present
Freelance Production September 2010 - Present
KIXEYE November 2012 - August 2014
BOM Productions March 2012 - December 2012
Aeria Games and Entertainment August 2008 - November 2012
iFly SF Bay March 2008 - November 2008
University Bookstore September 2006 - September 2007
GameStop May 2003 - March 2007
Skills
Video Editing, Video Games, Video Production, Graphic Design, Motion Graphics, Customer Service, Film Production, After Effects, MMO, Final Cut Pro, Event Planning, Facebook, Post Production, Community Management, Social Games, Camera Operating, YouTube, Social Media Marketing, Premiere, ActionScript, Game Design, Gameplay, Film, Social Media, MMORPG, Mobile Games, Q/A Testing, Adobe After Effects, Adobe Premiere, Adobe Flash, Action Script, Event Management, Twitter, Video Pre-Production, Video Post Production, Acting, Voice Acting, Quality Assurance, Pre-production, Camera Operation
Education
California State University-East Bay 2003 — 2008
B.A, Art: Multimedia
California Society of CPAs/CalCPA Education Foundation July 2015 - Present
Sebastian March 2008 - November 2014
Sprint September 2005 - March 2008
iLoveToCreate September 2001 - September 2005
Skills
Product Marketing, Marketing Communications, Social Media Marketing, Product Management, Sales Operations, Business Development, Telecommunications, B2B Marketing, Customer Experience, Marketing, Account Management, Event Planning, Events Coordination
Education
California State University-Fresno
Bachelor of Science
California Society of CPAs/CalCPA Education Foundation VP, ControllerCalifornia Casualty Management CompanyJune 2001 - July 2015
Charitableway September 2000 - May 2001
LifeMasters Supported SelfCare January 1998 - June 1999
Ernst & Young August 1995 - January 1998
Loma Linda University Health 1993 - 1995
Education
La Sierra University 1988 — 1992
BBA
California Society of CPAs/CalCPA Education Foundation July 2015 - Present
Orange Chamber of Commerce October 2006 - June 2013
South Orange County Regional Chamber of Commerce June 2003 - September 2006
Apple Valley Chamber of Commerce June 1992 - August 2002
Apple Valley News/Valley Wide Newspapers January 1983 - May 1985
Skills
Non-profit..., Event Planning, Fundraising, Legislative Affairs, Event Management, Public Speaking, Nonprofits, Leadership, Strategic Planning, Research, Social Media, Microsoft Office, Public Relations, Community Outreach, Newsletters, Team Building, Marketing, Media Relations, Management
Education
California State University-Northridge
Bachelor's Degree
Longcrier & Associates CPAs July 2013 - Present
California Society of CPAs/CalCPA Education Foundation January 2012 - Present
Longcrier & Associates CPAs July 2012 - June 2013
Longcrier & Associates, CPAs July 2008 - July 2012
Barbich Longcrier Hooper & King December 2007 - June 2008
Senator Abel Maldonado January 2000 - November 2007
Skills
QuickBooks, Team Leadership, Wineries, Wine & Spirits Industry, Inventory Valuation, Accounting, GAAP, Financial Analysis, Partnership Taxation, Revenue Recognition, Financial Accounting, Corporate Tax, CPA, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business, Public Accounting
Resources for Infant Educarers RIE® May 2015 - Present
Self October 2014 - April 2015
be.group Royal Oaks April 2014 - September 2014
California Society of CPAs/CalCPA Education Foundation January 2013 - September 2013
An Affiliate of The Chatfield Group, LLC February 2005 - June 2012
American Bar Association 1990 - 1998
National Conference of State Legislatures 1984 - 1990
American Water Works Association 1983 - 1984
Skills
Nonprofit Leadership, Marketing Strategy, Customer Service, Employee Management, Cross-functional Team..., Organizational..., Collaborative Problem..., Executive Coaching, Coaching Staff, Social Media, Leadership Development, Competitive Analysis, Process Improvement, Non-profits, Budgets, Business Development, Nonprofits, Volunteer Management, Marketing, Event Planning, Recruiting, Community Outreach, Program Management, Leadership, Strategic Planning, Team Building, Training, Coaching, Small Business, Change Management, Analysis, Fundraising, Marketing Communications, Entrepreneurship, Strategic Communications, Public Speaking, Public Relations, Event Management, Social Networking, Newsletters, Social Media Marketing, Start-ups, Research, Email Marketing, Copywriting, Corporate Communications, Management, Media Relations, Project Planning, Management Consulting
Education
Michigan State University
MA
Purdue University
BA
California Society of CPAs/CalCPA Education Foundation August 2015 - Present
Jazzercise, Inc. June 2010 - Present
San Mateo County Event Center/San Mateo County Fair July 2011 - July 2015
San Mateo County Event Center January 2011 - July 2011
Palo Alto Chamber of Commerce August 2010 - November 2010
San Mateo County Event Center December 2009 - July 2010
Environmental Chemical Corporation September 2007 - June 2009
Teen Dance Company 2003 - 2007
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Social Networking, Microsoft Word, Outlook, Facebook, Public Relations, Community Outreach, Social Media Marketing, Training, Marketing, Sales, Email Marketing, Hospitality, Budgets, Management, Public Speaking, Marketing Communications, Program Management, Nonprofits
Education
San Jose State University 2007 — 2011
B.S. Hospitality, Tourism & Event Management, Business Minor, Hospitality
Aragon High School 2004 — 2007
Saddleback Church July 2015 - Present
Toastmasters International July 2015 - Present
Human Options, Inc. August 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2013 - 2015
Deloitte April 1984 - July 1987
PwC June 1981 - March 1984
Skills
Management, Strategic Planning, Microsoft Office, Customer Service, Microsoft Excel, Business Strategy, Leadership, Budgets, Project Management, Accounting, Event Planning, Financial Analysis, Marketing, Mergers, Negotiation, Small Business, Management Consulting, Change Management, Managerial Finance, Marketing Strategy, Private Equity, Strategy, Financial Accounting, Business Planning, Start-ups, Financial Reporting, Business Development, Tax, Finance, Corporate Finance, Due Diligence, Entrepreneurship, Financial Modeling, Risk Management, Auditing, QuickBooks, Public Speaking
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Accounting
California State University-Fullerton
Master of Fine Arts (MFA), Acting
Vicenti, Lloyd & Stutzman LLP October 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2013 - Present
Van Dyk & Associates November 2013 - October 2014
Conrad LLP August 2013 - November 2013
Smith Marion & Co. June 2008 - August 2013
Van Dyk & Associates 2007 - 2008
Skills
CPA, Account Reconciliation, Accounting, Auditing, Cash Flow, Compilation, Corporate Tax, External Audit, Financial Accounting, Financial Reporting, Financial Statements, GAAP, General Ledger, Internal Controls, QuickBooks, Tax, Tax Preparation, Tax Returns, US GAAP
Education
California State University-San Bernardino
BS Business Administration, Accounting
California Society of CPAs/CalCPA Education Foundation February 2015 - Present
California Society of CPAs/CalCPA Education Foundation May 2011 - January 2015
Nyko Technologies October 2007 - February 2011
Cal Poly Pomona March 2004 - September 2007
Much and House Public Relations February 2007 - June 2007
AEG September 2006 - February 2007
Skills
Non-profits, Social Media, Data Entry, Member Relations, Customer Service, Event Planning, Leadership Development, Problem Solving, Nonprofits, Management, Recruiting, Creative Problem Solving, Meeting Planning, Leadership, Networking, Public Speaking, Program Management, Training, Microsoft Excel, Time Management, Event Management, Social Networking, Strategic Planning, Editing, Analysis, Research, Press Releases, Sales, Outlook, PowerPoint, Forecasting
Education
University of Southern California 2010 — 2014
Master's Degree, Teaching - Multiple Subjects
California State Polytechnic University-Pomona
B.S., Communications with an emphasis on Public Relations
Black Belt Financial & Insurance Services, Inc. June 2009 - Present
YWCA Santa Rosa 2008 - 2010
Exchange Bank January 2008 - June 2009
California Society of CPAs/CalCPA Education Foundation 2003 - 2009
California Society of CPAs/CalCPA Education Foundation 2003 - 2009
Moss Adams LLP January 2001 - January 2008
Moss Adams Wealth Advisors LLC 2001 - 2008
Youth Business Week Foundation-California 2001 - 2006
Skills
Coaching, Strategic Financial..., Karate, Yoga, Personal Finance, Small Business, Personal Financial..., Accounting, Tax Preparation, Tax, Estate Planning, CPA, Estate Tax Planning, Income Tax, Management, Financial Analysis, Finance, Leadership, Banking, Financial Planning, High Net Worth..., Tax Accounting, Financial Advisory, Financial Reporting, Wealth Management, Tax Returns, Financial Planners
Education
Golden Gate University 2004 — 2010
MS
Sonoma State University 2000 — 2002
BS
California Society of CPAs/CalCPA Education Foundation May 2014 - Present
Laffer & Gottlieb September 1982 - Present
U. S. Treasury Department December 1971 - August 1980
KPMG US June 1969 - February 1971
Skills
Forensic Accounting, Tax Controversey, Expert Witness, White Collar Criminal..., Litigation
Education
California State University-Northridge 1975 — 1977
MSBA, Finance and Management
Pace University 1965 — 1969
BBA, Accounting & Data Processing
EY September 2013 - Present
Santa Clara University March 2011 - June 2013
Santa Clara University March 2011 - June 2013
California Society of CPAs/CalCPA Education Foundation November 2011 - January 2013
Ernst & Young June 2012 - August 2012
Ernst & Young July 2012 - July 2012
Lockheed Martin Space Systems Company June 2011 - September 2011
LinkedIn April 2010 - July 2010
Skills
Microsoft Office, PeopleSoft, Oracle Portal, People Management, Excel, Word, Photoshop, Cantonese, Spanish, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Budgets, Accounting, Auditing, Finance, Management, Leadership
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Science in Commerce, cum laude, Accounting, Economics
Santa Clara University 2009 — 2013
Lowell High School 2005 — 2009
Sorrento Mesa Printing June 1987 - Present
Printing Industries Association of San Diego (PIA/SD) June 1992 - June 1994
Salk Institute for Biological Studies July 1985 - June 1987
Lee Biomolecular Research Laboratories July 1984 - July 1985
The Printing Shoppe June 1983 - September 1983
Quik Print June 1982 - September 1982
California Society of CPAs/CalCPA Education Foundation March 1978 - July 1981
Skills
Digital Printing, Adobe Creative Suite, Social Media Marketing, Offset Printing, Advertising, Direct Mail, Marketing, Graphics, E-commerce, Leadership, Wide Format Printing, Print Management, Variable Data Printing, InDesign, Pre-press, Logo Design, QuarkXPress, Strategy, Direct Marketing, Social Media, B2B, Color Management, Small Business, Solution Selling, Email Marketing, Brochures, Desktop Publishing, Selling, Sales, Trade Shows, Competitive Analysis, Collateral, Business Cards, Graphic Design, Banners, Brand Development, Business Development, SEO, Management, Online Marketing, IT Operations, LinkedIn, Goldmine, Adobe Acrobat, Newsletters, Corporate Branding, Fulfillment Services, Graphic Arts, Content Strategy, Promotional Solutions
Education
University of California, San Diego 1981 — 1984
B.A., Chemistry, Emphasis in Earth Sciences: Minor in Economics
De Anza College 1979 — 1981
Transfer to USCD, General
Monta Vista High School 1971 — 1975
California Society of CPAs/CalCPA Education Foundation May 2015 - Present
Golden Gate University July 2010 - April 2015
UC Santa Cruz August 2008 - July 2010
Southern Arizona Center Against Sexual Assault April 2007 - July 2008
Community Foundation for Southern Arizona 2006 - 2007
Skills
Non-profits, Community Outreach, Student Affairs, Higher Education, Program Development, Public Speaking, Curriculum Design, Curriculum Development, Fundraising, Strategic Planning, Nonprofits, Data Analysis, Leadership, Research, Leadership Development, Grant Writing, Student Development, Career Counseling, Event Planning, Staff Development, Hugs, Higher Education..., Networking
Education
LSF!
University of Arizona
MA, Higher Education
University of Arizona
Bachelor of Arts (B.A.), Anthropology and Religious Studies
PwC July 2014 - August 2014
Cal Poly Low Income Taxpayer Clinic January 2014 - March 2014
Cal Poly Accounting Club March 2013 - March 2014
California Society of CPAs/CalCPA Education Foundation January 2013 - December 2013
Aikido Kenkyukai Santa Barbara June 2012 - July 2012
American Red Cross July 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, QuickBooks, Microsoft Access, Hard-worker, Committment, Organization, Open Minded, Always Willing to Learn, Always Punctual, Friendly Personality, PowerPoint, Accounting, Budgets, Leadership, Nonprofits, Time Management, Management, Public Speaking, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Master of Science in Accounting
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor's Degree
Santa Barbara City College 2007 — 2012
Dos Pueblos High School 2007 — 2011
California Society of CPAs/CalCPA Education Foundation April 2013 - Present
Education
California State University 2007 — 2011
Bachelor of Science
Bakersfield College
Associate of Science
Rady School of Management January 2015 - Present
California Society of CPAs/CalCPA Education Foundation January 2015 - Present
Becker Professional Education September 2014 - Present
Kubota June 2015 - September 2015
Web Shop Manager, Inc. January 2014 - April 2015
DineEquity, Inc. June 2014 - August 2014
Bobble September 2013 - June 2014
Fluent Grp October 2013 - November 2013
Demur Enterprise July 2013 - September 2013
Angel's Nest 2010 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Photoshop, Teamwork, Data Analysis, Social Networking, Social Media Marketing, Social Media, Graphic Design, Facebook, Management
Education
University of California, San Diego 2012 — 2016
Bachelor of Science (B.S.), Management Science
University of California, San Diego - The Rady School of Management 2012 — 2016
Minor, Accounting
UC San Diego, Extension (LAUNCH Program) 2014 — 2016
Taxation(Accounting) Certificate
Laguna College of Art and Design 2011 — 2011
Sunny Hills High School/ La Canada High School 2008 — 2012
P. Batchelor, Certified Public Accountant April 2004 - Present
California Society of CPAs/CalCPA Education Foundation 2015 - 2015
Independant Contractor February 2002 - February 2007
Boeing Company March 2000 - February 2002
Boeing Company October 1996 - March 2000
Skills
Financial Audits, Auditing, Income Tax, CPA, Accounting, Internal Audit, Tax, Finance, Tax Returns, Budgets, GAAP, Financial Statements, Analysis, Risk Management, Cash Flow, Management, Financial Analysis, Public Speaking
Education
Golden Gate University 2004 — 2006
Masters, Taxation
University of Redlands 1985 — 1990
Bachelors, Science Business Administration
El Camino College 1981 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
Nathanial Narbonne High School 1979 — 1981
Diploma, General Education
EY August 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders March 2014 - Present
Toastmasters International June 2013 - Present
Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL) February 2013 - Present
Valeant Pharmaceuticals August 2013 - August 2015
Internal Revenue Service January 2014 - April 2014
California Society of CPAs/CalCPA Education Foundation 2013 - 2014
Obagi Medical Products Inc. August 2013 - September 2013
Toll Brothers July 2013 - July 2013
Follett Software June 2013 - July 2013
Skills
Customer Service, Management, Auditing, Data Entry, Finance, Leadership, Sales, Customer Satisfaction, Administrative..., Interviews, Time Management, Hospitality, Direct Sales, Music Production, Studio Recording, Inventory Management, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Team Building, Accounting, Microsoft Office
Education
California State Polytechnic University-Pomona 2013 — 2015
Bachelor's of Science in Business Administration, Accounting, Finance, Accounting and Finance
Université Paris-Sorbonne
Certificate of Completion, French Language and Literature, A
Cerritos Community College 2007 — 2013
Associate of Arts in Business Administration, Certificate of Achievement in Business Administration, Business Administration and Management, General
My New Red Shoes August 2014 - Present
InnVision Shelter Network January 2013 - Present
California Society of CPAs/CalCPA Education Foundation December 2011 - Present
UCSF Medical Center October 2009 - December 2011
Solaria Corporation November 2007 - October 2009
US Department of Homeland Security December 2004 - November 2007
EDS Group (Nasdaq Stock Exchange) 2004 - 2005
Verizon Business 1998 - 2004
Skills
VMware, IT Management, HIPAA, IT Operations, Data Center, Microsoft Office, Server Architecture, Systems Monitoring, IT Strategy, Budget Management, Compliance, Network Engineering, Systems Engineering, Infrastructure Planning, System Monitoring, Infrastructure, Active Directory, Management, Budgets, Network Security, Disaster Recovery, Windows Server, Team Building, Cloud Computing, Virtualization, Servers, ITIL, Team Leadership, Enterprise Architecture, System Deployment, Security, Enterprise Software, Microsoft Exchange, Vendor Management, Information Technology, System Administration, Troubleshooting, Firewalls, Integration, Software Documentation, Cisco Technologies, Business Continuity, Information Security, Networking, Computer Security, Databases, Visio, Leadership, CISSP, SharePoint
Education
University of Maryland University College 2004 — 2007
BS, Information Systems
Exponent Inc October 2014 - Present
Systema Software, LLC May 2014 - October 2014
Contractor July 2013 - June 2014
California Society of CPAs/CalCPA Education Foundation February 2013 - July 2013
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - February 2013
University of California, San Francisco (UCSF) January 2009 - August 2012
Briefing.com December 1999 - January 2009
Standard & Poor's February 1999 - December 1999
Initio Corporation September 1997 - February 1999
Mentor Graphics December 1996 - September 1997
Skills
Software Development, Software Engineering, Database Development, Database Analysis, ASP.NET, ASP.NET AJAX, User Interface Design, Software Project..., ASP.NET MVC, WCF, C#, Product Development, Software Quality..., Database Design, Microsoft SQL Server, MVVM, Visual Studio, UML, Data Modeling, Desktop Application..., Web Services, .NET, Databases, SOA, SQL, XML, Web Applications
Education
San Jose State University
Bachelor of Science (BS), Computer Engineering
Washington High School, Fremont, CA
High School Diploma, High School Diploma
Crowe Horwath LLP November 2011 - Present
AICPA - Tax Executive Committee November 2011 - Present
Perry-Smith LLP August 2011 - November 2011
Ueltzen & Company September 2001 - August 2011
California Society of CPAs/CalCPA Education Foundation June 2010 - June 2011
SCBA - Business Section 2002 - 2011
IRSAC 2008 - 2010
Fremont Presbyterian Church 2000 - 2010
IRS Advisory Committee 2008 - 2009
California Society of CPAs/CalCPA Education Foundation 2002 - 2009
Skills
Corporate Tax, Income Tax, Accounting, Auditing, Estate Tax Planning, Tax Preparation, Financial Reporting, GAAP, Internal Controls, Business Valuation, SEC filings, Partnership Taxation, High Net Worth..., QuickBooks, Trusts, Finance, Mergers & Acquisitions, Tax Returns, Small Business, Tax Advisory, Forensic Accounting, Tax Research
Education
Golden Gate University 1990 — 1995
MS, Taxation
University of California, Davis 1981 — 1986
BS, Agricultral Science & Managment
EY September 2014 - Present
Lauer, Georgatos, & Covel, APC January 2012 - August 2014
California Society of CPAs/CalCPA Education Foundation January 2013 - January 2014
EY June 2013 - August 2013
Intuit June 2012 - August 2012
American Heart Association American Stroke Association January 2011 - August 2012
University of San Diego September 2011 - December 2011
Prescott Tax & Wealth Management May 2011 - August 2011
various September 2009 - May 2010
Skills
Accounting, Tax Preparation, Microsoft Office, Microsoft Excel, Financial Accounting, Finance, Tax, QuickBooks, Financial Analysis, Financial Reporting, Public Speaking
Education
University of San Diego 2013 — 2014
Master of Science in Accountancy
University of San Diego School of Business Administration 2010 — 2013
Bachelor, Accountancy
Florence University of the Arts 2012 — 2012
Sophomore Winter Term
Boerio, Clark & Associates CPAs, LLP December 2012 - Present
Marin County School Volunteers April 2012 - Present
California Society of CPAs/CalCPA Education Foundation December 2009 - January 2013
Burr Pilger Mayer Inc. December 2007 - December 2012
Novato Chamber of Commerce 2010 - 2011
Shea Labagh Dobberstein 2001 - 2007
Pacific Forest Resources - AKA CellMark AB 1996 - 2001
Safeway 1990 - 1994
Skills
Tax, Accounting, Financial Accounting, Financial Reporting, Corporate Tax, Financial Analysis, Internal Controls, Tax Preparation, GAAP, CPA, Income Tax, Auditing, US GAAP, Tax Accounting, Forensic Accounting, Finance
Education
Sonoma State University 1994 — 1996
BS, Accounting/Taxation
Santa Rosa Junior College 1991 — 1994
AA, Accounting
GovX, Inc. June 2014 - Present
California Society of CPAs/CalCPA Education Foundation January 2014 - December 2014
GovX, Inc. March 2014 - June 2014
Volunteer Income Tax Assistance January 2014 - April 2014
UC San Diego June 2013 - March 2014
TGG Accounting October 2013 - December 2013
Orange County Lifeguards May 2008 - September 2012
Skills
Independently organized..., Calmly, quickly, and..., Excellent time..., Creative, Art, Visual Arts, Accounting, Sports
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Management Science
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Exchange Student, Economics
California Society of CPAs/CalCPA Education Foundation January 2015 - Present
California Society of CPAs/CalCPA Education Foundation February 2013 - December 2014
California Society of CPAs/CalCPA Education Foundation May 2011 - February 2013
Brook Furniture Rental September 2006 - September 2010
POOR Magazine / PNN February 2009 - September 2009
Happily Ever Laughter April 2008 - October 2008
Shakespeare Santa Cruz / Arts Events Division, UCSC January 2003 - August 2006
UC Santa Cruz: Stevenson College March 2005 - June 2006
Skills
Customer Service, Non-profits, Fundraising, Conflict Resolution, Grant Writing, Editing, Event Planning, Event Management, Copywriting, Copy Editing, Publishing, Accounts Payable, Research, Production, Press Releases, Acting, Writing, Test Data, Call Center, Customer Relations, Inventory Management, Data Entry, Telephone Skills, Order Entry, QuickBooks, Nonprofits, Microsoft Excel, Microsoft Word, Marketing, Training, Teamwork, Microsoft Office, PowerPoint, Management, Social Networking, Salesforce.com, Public Speaking, Membership Relations
Education
University of California, Santa Cruz
Bachelor of Arts, Honors, Theater Arts
Independence High
StrongView July 2015 - Present
Oracle Marketing Cloud June 2013 - June 2015
California Society of CPAs/CalCPA Education Foundation December 2011 - April 2013
PwC June 2000 - March 2003
Skills
Adobe Creative Suite, Microsoft Office, HTML, Strategic Planning, Editing, CSS, Art Direction, Publishing, Writing, Photoshop, Illustrator, JavaScript, Dreamweaver, InDesign, Word, PowerPoint, Excel, Research, Mac, Public Speaking, Customer Relations, Budgeting, Adobe Acrobat, Web Design, Public Relations, English, Customer Service, Marketing, Online Advertising, Copywriting, Nonprofits, Marketing Communications, Online Marketing, Project Management, Social Media Marketing, Web Content, Email Marketing, Advertising, Blogging, WordPress, Leadership, Social Networking, Newsletters, Social Media, Facebook, Program Management, Copy Editing, User Experience, Graphic Design, Creative Direction
Education
University of North Georgia 1997 — 1999
Bachelor of Arts, English Literature, Dean's LIst
University of Illinois at Chicago
HCS January 1997 - Present
Animal Rescue 1998 - 2012
Landlord and Tenant 1998 - 2010
Golden Gate University 1997 - 2009
California Society of CPAs/CalCPA Education Foundation 2005 - 2007
California Society of CPAs State Committee of Taxation 2005 - 2007
KPMG Peat Marwick 1975 - 1983
Education
New York University - Leonard N. Stern School of Business 1982 — 1993
Phd, MS
Northwestern University - Kellogg School of Management 1974 — 1980
MM
Loyola University Chicago 1970 — 1975
BS (Honors)
San Antonio Community Hospital January 2014 - Present
Fox & Stephens CPAs, Inc. January 1988 - Present
Fox Investing March 1997 - Present
CalCPA Technology Committee January 2000 - Present
California Society of CPAs/CalCPA Education Foundation June 2011 - May 2013
CalCPA Technology Committee June 2011 - May 2013
H.D. Vest Financial Services January 1993 - February 2013
Bell Industries July 1986 - December 1987
Southland Software July 1983 - December 1986
Eadie & Payne CPA's January 1981 - July 1983
Skills
Financial Planners, Series 63, Advertising, Strategic Financial..., Software Documentation, Customer Service, Tax Preparation, Retirement, Retirement Planning, Wealth Management, Alternative Investments, Strategic Planning, Investments, Tax, Estate Planning, Insurance, Accounting, Mutual Funds, Corporate Tax, Investment Advisory, Financial Analysis, Small Business, Financial Advisory, Income Tax, Wealth, CPA, Series 7, Asset Allocation, Securities, Due Diligence, Financial Services, Finance, Estate Tax Planning, Forensic Accounting, Business Valuation, Mergers & Acquisitions, Tax Accounting, Partnership Taxation, IRS, 401k, Customer Satisfaction, QuickBooks, Tax Returns, Financial Reporting, GAAP
Education
Miami University 1973 — 1976
Accounting & Finance, Economics
California Polytechnic State University-San Luis Obispo 1973 — 1974
Chemistry & Physics
The University of Akron 1972 — 1973
Nordonia Hills High School 1969 — 1973
Becker Professional Education February 2015 - Present
California Baptist University October 2014 - Present
Santa Catalina Island Company May 2015 - September 2015
Becker Professional Education 2015 - 2015
Robert L. Hammack Co. June 2014 - December 2014
California Society of CPAs/CalCPA Education Foundation November 2013 - December 2014
Safeway June 2014 - September 2014
The Mission Inn Hotel & Spa May 2013 - September 2013
Compassion International October 2010 - September 2011
Minister of Education January 2007 - December 2009
Skills
Teamwork, Restaurant Management, Accounting, Accounts Receivable, Accounts Payable, Payroll, Budgets, Invoicing, Bookkeeping, Finance, Microsoft Excel, Financial Statements, Bank Reconciliation, Project Planning, Purchasing
Education
California Baptist University 2013 — 2016
Accounting, Business Administration and Accounting
KIGALI INDEPENDENT UNIVERSITY 2009 — 2011
Associate's degree, Economics, Distinction
Sceptre Inc. March 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2012 - Present
G&G International Services, Inc. August 2013 - March 2014
THINK Together April 2013 - August 2013
The Institute of Internal Auditors, ROC (Taiwan) April 2004 - October 2011
ISACA Taiwan Chapter September 2006 - September 2010
Ming Chuan University August 1983 - July 2010
Taiwan Corporate Governance Association (TCGA) October 2006 - December 2008
Baker Tilly Clock & Co. July 1985 - July 1989
Angelo State University September 1981 - April 1983
Skills
Accounting, Cost Accounting, Auditing, Financial Statements, GAAP, Accounts Payable, Account Reconciliation, Payroll, Fixed Assets, Tax, Accounts Receivable, Internal Audit, Variance Analysis, Corporate Tax, Journal Entries, Budgets, Internal Controls, CPA, Tax Preparation, Income Tax, Financial Reporting, QuickBooks, Financial Analysis, Strategic Financial..., Nonprofits, General Ledger, Tax Accounting, Financial Accounting, US GAAP, Sarbanes-Oxley Act
Education
Angelo State University 1981 — 1983
Master of Business Administration (MBA), Accounting
Angelo State University 1979 — 1981
Bachelor of Business Administration (BBA), Accounting
Ming Chuan University 1974 — 1978
Graduated, International Trade
California Society of CPAs/CalCPA Education Foundation July 2013 - March 2015
California Society of CPAs/CalCPA Education Foundation 2011 - 2013
Chu and Waters, LLP 2010 - 2011
Stonefield Josephson January 2009 - May 2009
Lee Sperling Hisamune January 2006 - December 2007
Montgomery Professional Service Corporation January 2005 - December 2005
Skills
Accounting, Financial Reporting, Internal Controls, GAAP, Financial Accounting, Auditing, Financial Statements, Tax, CPA, QuickBooks, Audit, Finance
Education
University of California, Santa Barbara
Bachelor's degree, Business Economics with emphasis in Accounting
Citrix Systems, Inc. February 2008 - March 2014
Guidant/Abbott Vascular June 2007 - January 2008
Network Appliance August 2005 - May 2007
California Society of CPAs/CalCPA Education Foundation April 2005 - August 2005
Santa Clara Valley Water District December 2002 - February 2005
Porvenir July 2000 - March 2001
West Group October 1998 - July 2000
EFI June 1997 - May 1998
Spectrum HoloByte/MicroProse 1996 - 1997
Spectrum Holobyte October 1994 - 1996
Skills
Citrix Metaframe, Virtualization, SCVMM, Antivirus, High Availability, BMC Remedy, Citrix, Nagios, VDI, VMware, Help Desk Support, Xen, VMware ESX, vSphere, Troubleshooting, NetApp, Networking
Education
San Francisco State University 1988 — 1994
Bachelor of Science (B.S.), Business Administration (concentration in Computer Information Systems)
Golden Gate University School of Law August 2014 - Present
Pine Street Software March 2014 - Present
Law Office of James Hastings PC July 2010 - Present
California Society of CPAs/CalCPA Education Foundation September 2009 - September 2013
Blind Babies Foundation June 2009 - October 2011
The Bar Association of San Francisco May 2010 - 2011
Murphy, Pearson, Bradley & Feeney June 2009 - December 2009
Board of Equalization Pro Bono Tax Appeals Clinic June 2007 - May 2008
Weiss & Weissman, Inc. September 2007 - December 2007
Skills
Tax Law, Tax, Tax Litigation, Tax Controversy, Business Planning, Estate Planning, Trusts, Litigation, Tax Preparation, Accounting, CPA, Securities, Mergers & Acquisitions, Wills, Start-ups, Strategic Financial..., Financial Analysis, Estate Administration, Appeals, Legal Research, Legal Writing
Education
Golden Gate University, School of Law 2008 — 2010
J.D. / LLM, Taxation
Golden Gate University, School of Law 2005 — 2008
LL.M. Taxation, Law, Taxation
University of Oregon 1994 — 1999
B.S., Accounting
CSC - Computer Sciences Corporation October 2011 - Present
Computer Sciences Corporation December 2010 - September 2011
Maricom Systems, Inc October 2009 - December 2010
CSC April 2007 - September 2009
Lockheed Martin Information Technology 2005 - 2007
Suite Solutions 2001 - 2002
California Society of CPAs/CalCPA Education Foundation 1997 - 1999
Adecco Group 1993 - 1995
Skills
SDLC, Business Intelligence, Data Warehousing, Business Analysis, Teradata, ETL, COBOL, SharePoint, Dashboard, SQL, Unix, Software Project..., Quality Center, Data Analysis, Project Management, Oracle, Requirements Analysis, DB2, Data Modeling, Microstrategy, Integration, MicroStrategy
Education
University of California, Berkeley 1998 — 1999
Data Warehousing, Data Modeling/Warehousing and Database Administration
Computer Learning Center of San Francisco, CA 1984 — 1985
Computer Applications, Computer Programming
Seiler LLP January 2014 - Present
California Society of CPAs/CalCPA Education Foundation 2010 - Present
Seiler LLP January 2012 - December 2013
Seiler LLP July 2008 - December 2011
Seiler LLP November 2002 - June 2008
Skills
Tax, Accounting, CPA, Account Reconciliation, Partnership Taxation, Financial Accounting, Financial Reporting, US GAAP, Microsoft Excel, Tax Preparation, Financial Analysis, GAAP, Corporate Tax, Financial Planners, Trusts, Tax Research, High Net Worth..., Income Tax, Tax Accounting, Tax Returns
Education
Golden Gate University 2005 — 2011
MS, Taxation
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2002
BS, Business Administration
cupertino high 1997 — 1999
Wells Fargo Bank 2007 - Present
California Society of CPAs/CalCPA Education Foundation 1983 - 2014
First Republic Bank 2003 - 2007
Bank of America 1989 - 2003
California Federal Savings Bank 1986 - 1989
Arthur Andersen & Co. 1981 - 1985
Skills
Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Accounting, Financial Services, Investments, Alternative Investments, Asset Allocation, Asset Managment, Banking
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Management
University of Maryland, College Park 1977 — 1981
BS, Accounting
BP October 2008 - Present
BP August 2005 - September 2008
Enron 2002 - 2005
Business Objects Americas 2001 - 2002
California Society of CPAs/CalCPA Education Foundation 1986 - 1989
Skills
Customs Broker License,..., Tax, SAP, Microsoft Excel, Microsoft Office, Logistics, Microsoft Word, Accounting, PowerPoint, Access, General Ledger, Sales & Use Tax, Integration Point...
Education
California State University-Hayward 1989 — 1992
BS Business Administration w/ Finance Option, Business Administration with Option in Finance
Eisenhower 1980 — 1983
Diploma
Chevron May 2013 - Present
California Society of CPAs/CalCPA Education Foundation May 2008 - Present
Johnston, Gremaux & Rossi LLP August 2006 - May 2013
Orinda Country Club March 2004 - July 2006
Albertsons May 2002 - August 2002
Skills
Accounting, Audit, Tax, Financial Reporting, Corporate Tax, Auditing, Internal Controls, Microsoft Excel, Tax Preparation, GAAP, Financial Analysis, General Ledger, Income Tax, QuickBooks, US GAAP, Bookkeeping, Financial Accounting
Education
St. Mary's College of California 2002 — 2006
B.S., Accounting
Christian Brothers High School 1998 — 2002
California Society of CPAs February 1993 - Present
CalCPA 1993 - Present
California Society of CPAs/CalCPA Education Foundation 1993 - Present
Bobbi Petrov Equestrian training 1989 - 2009
Skills
Copywriting, Marketing Communications, Email Marketing, Online Marketing, Event Planning, Strategic Communications, Newsletters, Event Management, Publishing, Press Releases, Social Media Marketing, Direct Marketing, Social Media, Corporate Communications, Marketing Strategy, Non-profits, Copy Editing, Editing, Marketing, Internal Communications, Public Speaking, Facebook, SEO, Web Analytics, Sponsorship, Nonprofits, Advertising, B2B, Blogging, Media Relations, Public Relations
Education
State University of New York at Albany 1963 — 1966
BA, English
Mt Upton High School 1959 — 1963
diploma, Academic
Self October 2012 - Present
Parca January 2012 - September 2012
California Society of Anesthesiologists April 2005 - December 2011
Northern California Human Resources Association November 1999 - April 2005
AIDS Community Research Association June 1991 - March 2003
California Society of CPAs/CalCPA Education Foundation October 1989 - November 1999
Eldergivers 1988 - 1992
California Society of CPAs/CalCPA Education Foundation August 1987 - October 1989
California Society of CPAs/CalCPA Education Foundation March 1986 - August 1987
American Management Association September 1984 - March 1986
Skills
Organizational..., Employee Relations, Non-profits, Strategic Planning, Performance Management, Leadership Development, Program Development, Coaching, Program Management, Change Management, Event Management, Staff Development, Nonprofits, Fundraising, System Administration, Public Speaking, Project Management, Training, Workshop Facilitation, Grant Writing, Volunteer Management, Grants, Budgets, Public Relations, Recruiting, Proposal Writing, Human Resources, Management, Marketing, Leadership, Business Development, Customer Service, Contract Negotiation, Business Strategy, Marketing Strategy, Administration, Team Building, Healthcare, Policy, Event Planning, Community Outreach, Board Development, Consulting, Strategy
Education
University of Missouri-Columbia
Bachelor's of Science, Journalism and English
CPE Link Director of On-Site Training / Business DevelopmentCalifornia Society of CPAs/CalCPA Education FoundationOctober 1991 - June 2008
California Society of CPAs/CalCPA Education Foundation May 1991 - May 2004
Education
Notre Dame de Namur University 1997 — 2000
MBA, Finance / Org Studies
California Mortgage Association January 2005 - Present
David Allen Duner, CPA January 1987 - Present
David Allen Duner Certified Public Accountants January 1987 - Present
California Society of CPAs/CalCPA Education Foundation January 1986 - Present
American Institute of Certified Public Accountants January 1981 - Present
California Society of Certified Public Accountants January 1981 - Present
California Society of Certified Public Accountants 2000 - 2003
Skills
Accounting, Tax, Audit, Auditing, Management Consulting, Forensic Accounting, Business Advisory, Tax Services, Tax Preparation, Financial Reporting, Income Tax, Litigation Support, IRS, Assurance, Real Estate, Preparation, Accountants, Audit Committee, Quickbooks, Financial Planning, Estate Planning, Budgeting, Internal Controls, Retail, High Net Worth..., Business Planning, Financial Management, Tax Compliance, Strategic Planning, Sales Tax, Tax Returns, Corporate Tax, GAAP, Financial Accounting, General Ledger, Cash Flow, Business Valuation, LLC, Small Business, Cash Management, Fixed Assets, Financial Analysis, Partnership Taxation, Accounts Receivable, Tax Accounting, Payroll, Small Business..., Accounts Payable, Federal Tax, Estate Tax Planning
Education
San Diego State University-California State University 1975 — 1979
Bachelor of Science (BS), Accounting
Expert Resources Connection 1998 - Present
California Society of CPAs/CalCPA Education Foundation 1995 - Present
California Society of CPAs/CalCPA Education Foundation 1985 - Present
Glenn & Burak, LLP May 1976 - Present
David M. Gannett, CPA, PC 1900 - Present
NACVA 1995 - 2011
Skills
Forensic Accounting, Forensic Investigations, Business Valuation, Certified Fraud Examiner, Accounting, Valuation, Litigation, Litigation Consulting, Expert Witness, Tax, Auditing, Tax Preparation, Income Tax, Fraud, Non-profits, Asset Tracing, Family Law, Trusts
Education
Armstrong University 1970 — 1972
B.S, Accoounting
Armstrong University 1970 — 1972
B.S., Accounting
David Reinus CPA, Inc. September 2007 - Present
UCLA Extension January 2004 - Present
California Society of CPAs/CalCPA Education Foundation August 2012 - Present
Becker Professional Education December 1997 - December 2007
David Reinus, CPA, An Accountancy Corporation October 1984 - December 1997
Skills
Accounting, QuickBooks, Tax Preparation, Tax, Strategic Planning, Budgets, Leadership, Financial Reporting, Public Speaking, Account Reconciliation, Payroll Taxes, General Ledger, Partnership Taxation, Corporate Tax, Payroll Processing, Accountants, IRS problem resolution, Accounting Ethics, CPA Examination
Education
University of California, Los Angeles 1973 — 1978
BA, Economics
Keller Graduate School of Management of DeVry University 2000 — 2003
MBA
John L Scott Real Estate December 2010 - Present
ARAMARK April 2006 - December 2007
California Society of CPAs/CalCPA Education Foundation 2004 - 2006
United Airlines 1978 - 2005
Skills
Writing, Event Planning, Excel, Customer Relations, Event Management, Outlook, Accounting, Customer Service, Administration, Microsoft Excel, Microsoft Office, Microsoft Word, Office Management, Team Building, Training
Education
Oregon State University
BS, Education, Clothing & Textiles in Business, Nutrition
California Society of CPAs/CalCPA Education Foundation January 2012 - Present
Robert Half International March 2003 - January 2012
Childcare Coordinating Council of San Mateo County July 2008 - July 2009
Skills
Temporary Staffing, Temporary Placement, Applicant Tracking..., Staffing Services, Internet Recruiting, Recruiting, Contract Recruitment, Technical Recruiting, Talent Acquisition, Cold Calling, Executive Search, Permanent Placement, Sales Operations
Education
Notre Dame de Namur University 2014 — 2015
Masters Degree (Pending), Public Affairs Concentration Human Resource Management
Cañada College 2009 — 2010
Associate of Arts (A.A.), Paralegal Studies
Menlo College 2004 — 2005
Bachelor's degree, Humanities Concentration History
College of San Mateo 2002 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Skyline College 2002 — 2003
Associates of Arts Degree, Liberal Arts
El Camino High School 1991 — 1995
High School Dimploma, General Studies
Glu Mobile September 2014 - Present
Recommind November 2008 - September 2014
Recommind November 2008 - April 2012
Ubisoft March 2008 - November 2008
KKR July 2006 - March 2008
Ubisoft April 2005 - July 2006
California Society of CPAs/CalCPA Education Foundation 2003 - 2005
Education
San Jose State University
MIS
Executive Management Solutions September 2013 - Present
California Society of CPAs/CalCPA Education Foundation February 2010 - October 2012
California Ear Institute at Stanford February 2001 - August 2001
Coherent 1989 - 1998
Skills
Microsoft Office, Accounting, Financial Reporting, Tax Preparation, Tax, Estate Tax Planning, QuickBooks, Auditing, US GAAP, CPA, GAAP, Tax Research, Forensic Accounting, Financial Accounting, SEC filings, Partnership Taxation, Tax Returns, Income Tax, Corporate Tax, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
Bachelors, Bus. Admin/Accounting
California Society of CPAs/CalCPA Education Foundation May 2014 - Present
California Society of CPAs/CalCPA Education Foundation April 2013 - Present
California Society of CPAs/CalCPA Education Foundation June 2007 - Present
California Society of CPAs/CalCPA Education Foundation November 2004 - June 2007
SummerHill Homes May 2004 - November 2004
Security Construction Services January 2003 - April 2004
IDEX Global Services, Inc. July 2000 - October 2002
Enterprise Rent-A-Car February 1998 - July 2000
Skills
HRIS, Employee Benefits, Human Resources, Employee Relations, Payroll, ADP Payroll, Administration, Benefits Administration, Customer Service, Interviews, Insurance, Mergers, Management, Personnel Management, Recruiting, Organizational..., New Hire Orientations, Training, Labor Relations
Education
Notre Dame de Namur University 2007 — 2009
B.S., Human Services
CSU Chico
Business Administration, Management and Operations
Fashion Institute of Design & Merchandising
Fashion/Apparel Design
Central California Almond Growers Association October 2014 - Present
Fresno County Republican Party January 2013 - December 2014
Agri-Valley Irrigation, Inc. August 2012 - October 2014
Wiebe Hinton Hambalek, LLP October 2009 - September 2012
California Society of CPAs/CalCPA Education Foundation November 2010 - May 2011
Slater Moffat Associates November 2007 - September 2009
Roger CPA Review August 2007 - May 2009
Skills
Financial Accounting, Financial Statements, Financial Analysis, Cost Accounting, General Ledger, Agriculture, Revenue Analysis, Inventory Management, Microsoft Excel, Organizational..., QuickBooks, Tax Preparation, Partnership Taxation, Tax, Small Business, Fundraising, Inventory Analysis, Inventory Planning, Inventory Accuracy, Inventory Valuation, Inventory Control, Data Analysis, Prezi, PowerPoint, Individual Taxation, Networking, Grassroots Organizing, Grassroots Fundraising, Sage 100 ERP, Process Improvement, Data Management, Process Efficiency, Process Automation, Project Management, Co-ops, Internal Controls
Education
California State University-Fresno 2013 — 2014
Master of Business Administration (M.B.A.), Agricultural Business and Management, 4.0- Graduated with Honors
California State University-Fresno 2007 — 2009
Bachelors, Accountancy
Regent College London 2009 — 2009
None, Management
Kaku Accounting and Business Solutions June 1995 - Present
American Society of Women Accountants, Sacramento Chapter May 1999 - June 2012
California Society of CPAs/CalCPA Education Foundation May 1995 - October 2003
Schultze, Wallace & O’Neil, CPAs, Inc. June 1992 - May 1994
Klewer + Sullivan, CPAs, Inc. June 1990 - June 1992
Ernst & Young June 1986 - May 1990
Skills
Financial Reporting, Budgets, Tax, Accounting
Education
University of Phoenix
MBA, Business Administration and Management, General
University of Phoenix
BSB/ACC, Accounting
Society of Plastics Industry 1987 - 1994
California Society of CPAs/CalCPA Education Foundation 1983 - 1987
Skills
Art, Microsoft Office, Photography, Drawing, Graphic Design, Contemporary Art, Mixed Media, Illustrator, Painting, Illustration, Visual Arts, Fine Art, Public Art, Curating, Craft, Art Education, Digital Art, Art Exhibitions, Acrylic, Sculpture, Arts Administration, Watercolor, Portraits, Printmaking, Fine Art Photography, Digital Photography, Galleries, Museums, Art History, Figurative Art, Studio Art, Murals, Handmade Jewelry, Collage
Education
The Catholic University of America 1988 — 1990
Bachelor of Arts (BA), Art History
De Anza College 1978 — 1981
Associate of Arts (AA), Fine and Studio Arts
Suicide and Crisis Services of Santa Clara County April 2013 - Present
InnVision Shelter Network March 2012 - February 2014
California Society of CPAs/CalCPA Education Foundation 1998 - 2001
Hemming Morse, Inc. 1990 - 1998
Skills
Non-profits, Microsoft Office, Event Planning, Editing, Nonprofits, Community Outreach, Program Management, Volunteer Management, Workshop Facilitation, Communication Skills, Crisis Counselling, Organization, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Access, Public Speaking, Logistics, Supervising, Event Management, Research
Education
San Francisco State University, College of Business 1988 — 1990
BSBA, Accounting