Carlson Advisors, LLC

Carlson Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Carlson Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Carlson Advisors, LLC Salaries. You can even request information on how much does Carlson Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for Carlson Advisors, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

36 Carlson Advisors, LLC employees in database. Find out everything there's to know about Carlson Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Carlson Advisors, LLC Employees

Employee
Years
Job
Industry
Olive Long Olive Long Minneapolis, Minnesota Details
Olive Long's Carlson Advisors, LLC Experience November 2012 - April 2014
Job Accounts Payable Specialist at Starkey Hearing Technologies
Industry Accounting
Experience
Starkey Hearing Technologies  July 2014 - Present
Walker Methodist  May 2014 - July 2014
Carlson Advisors, LLC   November 2012 - April 2014
Stop N Go  October 2008 - December 2012
Contour Beds   May 2008 - August 2008
EmbroidMe  June 2006 - January 2008

Skills
Payroll, Bookkeeping, QuickBooks, Invoicing, Customer Service, Accounts Payable, Accounts Receivable, Spreadsheets, Microsoft Excel, Journal Entries, Peachtree, Microsoft Office, Microsoft Word, Financial Accounting, Outlook, File Management, PowerPoint, Account Reconciliation, Accounting, Tax Returns, Tax Preparation, Income Tax, Cash, Bank Reconciliation, Fixed Assets, Small Business, Windows 7, Customer Retention, Data Entry, Inventory Management, Teamwork, General Ledger, Payroll Taxes, Expenses, Accruals, Financial Statements, Balance, Petty Cash, Sales Tax, Quicken, Preparation, 10 Key, Year End Accounts, Windows, Cash Receipts, Payroll Services, ADP Payroll, Deposits, Great Plains Software, Microsoft Dynamics GP

Education
Saint Mary's University of Minnesota   2013 — 2018
Bachelor's degree, Accounting

Minneapolis Community and Technical College   2008 — 2012
Associate of Arts and Sciences (AAS), Accounting

Mesabi Range Community and Technical College   2000 — 2000
general Studies, independent coarse study

Eveleth Gilbert High and earlier   1993 — 1996
Diploma

Kelly Clement, CFA Kelly Clement, CFA Denver, Colorado Details
Kelly Clement, CFA's Carlson Advisors, LLC Experience September 2006 - May 2010
Job Investment Analyst at Consolidated Investment Group
Industry Investment Management
Experience
Consolidated Investment Group  December 2013 - Present
Raymond James & Associates, Inc   September 2011 - December 2013
Headwaters MB  June 2011 - August 2011
Babson College Fund  September 2010 - May 2011
Crowninshield Financial Research, LLC   November 2010 - March 2011
Carlson Advisors, LLC   September 2006 - May 2010

Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2011
MBA

University of Notre Dame   2003 — 2006
BS, Accountancy

Ryan L. Urlick, CPA Ryan L. Urlick, CPA Greater Minneapolis-St. Paul Area Details
Ryan L. Urlick, CPA's Carlson Advisors, LLC Experience January 2011 - April 2011
Job Corporate Accounting Manager at Welsh Companies
Industry Accounting
Experience
Welsh & Colliers MSP  June 2015 - Present
The Goodman Group LLC  January 2013 - May 2015
Ernst & Young  October 2011 - January 2013
Carlson Advisors, LLC   January 2011 - April 2011
CSBSJU IT Services   August 2008 - December 2010

Skills
Accounting, CPA, Microsoft Excel, Financial Reporting, Tax, US GAAP, MRI Software, Financial Analysis, Auditing, Financial Accounting, Time Management

Education
St. John's University   2007 — 2011
BA, Accounting & Finance

Nathan Grochow Nathan Grochow Greater Minneapolis-St. Paul Area Details
Nathan Grochow's Carlson Advisors, LLC Experience 2004 - 2005
Job Compliance Audit Senior Manager at Legacy Professionals LLP
Industry Accounting
Experience
Legacy Professionals LLP  September 2005 - Present
PremiumWear  2005 - 2005
Carlson Advisors, LLC   2004 - 2005
Legacy Professionals LLP  September 2001 - October 2004

Skills
Auditing, Financial Statements, Tax Preparation, Accounting, Tax Returns, CPA, Quality Auditing, Fraud Detection, GAAP, Management, Internal Controls, QuickBooks, Mentoring Of Staff, Financial Analysis, Financial Accounting, Financial Reporting, Payroll, General Ledger, Compliance Audit

Education
St. Cloud State University   1998 — 2001
Accounting

St. Cloud Technical College   1998 — 2001
AAS, Accounting

Richfield High School   1993 — 1996

Heidi FitzSimmons Heidi FitzSimmons Mound, Minnesota Details
Heidi FitzSimmons's Carlson Advisors, LLC Experience 1989 - 1994
Job CFO at Choice Plastics Inc.
Industry Plastics
Experience
Choice Plastics Inc.   February 2015 - Present
Wurth Adams  2012 - February 2015
THQ  2006 - 2012
HSBC Card Services  2003 - 2006
Metris Companies  1996 - 2003
IWCO Direct (United Mailing, Inc)   1994 - 1996
Carlson Advisors, LLC   1989 - 1994

Education
St. Cloud State University
BS Accounting

Steve Lundquist Steve Lundquist Greater Minneapolis-St. Paul Area Details
Steve Lundquist's Carlson Advisors, LLC Experience January 1988 - December 1991
Job Cost Accounting Manager at SALO, LLC (On site at Schwing America, Inc.)
Industry Accounting
Experience
SALO, LLC (On site at Schwing America, Inc.)   June 2015 - Present
SALO, LLC (On site at Lake Region Medical)   April 2014 - May 2015
SALO, LLC (On site at Rational Energies)   October 2013 - March 2014
SALO, LLC (On site at the Valspar Company)   January 2014 - February 2014
SALO, LLC (On site at Prime Therapeutics)   July 2013 - October 2013
Pentair  January 2007 - February 2013
Smyth Companies  January 1992 - December 2006
Carlson Advisors, LLC   January 1988 - December 1991
Ernst & Young  April 1983 - May 1987

Skills
CPA with proficiency in..., Strong user of..., Variance Analysis, Forecasting, Financial Reporting, Accounting, Finance, Process Improvement, Cross-functional Team..., Manufacturing, Financial Accounting, Strategic Financial..., Auditing, Budgets, Consolidation, Inventory Management, Six Sigma, Strategic Planning, Cash Management, Financial Audits, Leadership, Sarbanes-Oxley Act, SAP, Financial Forecasting, Analysis, Cost Accounting, Financial Statements, Internal Controls, Management, General Ledger, Cash Flow, CPA, Financial Analysis, Managerial Finance, Payroll, Financial Planning

Education
St. John's University   1974 — 1978
Bachelor of Arts (B.A.), Accounting and Finance

sarah apple sarah apple Minneapolis, Minnesota Details
sarah apple's Carlson Advisors, LLC Experience 2003 - 2006
Job receptionist at Suburban Imaging
Industry Hospital & Health Care
Experience
Suburban Imaging  2007 - Present
Carlson Advisors, LLC   2003 - 2006

Skills
Customer Service, HIPAA, Outlook, Epic Systems, Medical Terminology, PACS, Switchboard Operator, Receptionist Duties, Medical Records, Radiology, Healthcare, Event Planning, PowerPoint, Switchboard, Healthcare Information..., Microsoft Office, Appointment Scheduling, Microsoft Word, Records

Education
Anoka Hennepin   2012 — 2013
Medical Terminology

North Hennepin Community College   2007 — 2007
Photography

Anoka Technical College
Hotel / Restaurant Culinary I & II

Matt Westlund Matt Westlund Greater Minneapolis-St. Paul Area Details
Matt Westlund's Carlson Advisors, LLC Experience November 2011 - October 2013
Job Accounting Manager at Yayin Gadol, LLC
Industry Accounting
Experience
Yayin Gadol, LLC   January 2015 - Present
Conklin Company  October 2013 - January 2015
Carlson Advisors, LLC   November 2011 - October 2013
Carlson Advisors, LLC   November 2009 - October 2011
Carlson-Advisors   November 2007 - October 2009
GE Money Bank  2006 - April 2007

Skills
Auditing, Financial Analysis, Underwriting, Financial Reporting, Microsoft Excel, Accounting, Internal Controls, Business Valuation, Microsoft Word, Tax, Tax Preparation, Fixed Assets, Corporate Tax, Income Tax

Education
Concordia University-St. Paul   2002 — 2005
BBA, Finance

Dante Driver Dante Driver Greater Seattle Area Details
Dante Driver's Carlson Advisors, LLC Experience July 2011 - Present
Job Tax Manager at Carlson Advisors, LLP
Industry Accounting
Experience
Carlson Advisors, LLC   July 2011 - Present
G.A. Michael & Company   December 2008 - July 2011
LexisNexis  October 2007 - May 2008
Adele Brady Bolson CPA PS   November 2005 - October 2007
Orrtax Software Solutions  December 2003 - November 2005
Orrtax Software Solutions  April 2000 - December 2003
Microsoft  May 1999 - April 2000

Skills
Tax Preparation, Tax Compliance, Tax, Corporate Tax, Tax Planning, Estate Planning, Personal Finance, Financial Planners, Income Tax, Tax Accounting, Tax Law, CPA, Accounting, Tax Research, Tax Returns, Tax Advisory, Financial Analysis, Mergers & Acquisitions, Financial Statements, High Net Worth..., Small Business, Trusts, Accounts Payable, Financial Planning

Education
D'Amore-McKim School of Business at Northeastern University   1992 — 1995
MS/MBA, Professional Accounting

Northeastern University School of Law   1991 — 1994
JD, Law

Tina Bruns Tina Bruns Greater Minneapolis-St. Paul Area Details
Tina Bruns's Carlson Advisors, LLC Experience January 2010 - April 2010
Job Senior Audit Associate at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC  August 2015 - Present
CBIZ MHM, LLC  December 2013 - July 2015
Portico Benefit Services  August 2013 - December 2013
Portico Benefit Services  February 2012 - August 2013
COKeM International  August 2010 - February 2012
Carlson Advisors, LLC   January 2010 - April 2010

Skills
Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Accounting, Financial Analysis, Outlook, Internal Controls, Auditing, Forecasting, Accounts Receivable, Accounts Payable, Leadership, Microsoft Office

Education
College of Saint Benedict   2006 — 2010
Bachelors, Accounting

Saint John's University   2006 — 2010
Bachelors, Accounting

Rick M. Carlson Rick M. Carlson Tomah, Wisconsin Details
Rick M. Carlson's Carlson Advisors, LLC Experience October 2003 - Present
Job President and CEO
Industry Investment Management
Experience
Carlson Advisors, LLC   October 2003 - Present
Robert W. Baird & Co.   June 1997 - September 2003
Prudential Securities  June 1996 - June 1997
GE Capital  August 1987 - June 1995

Skills
Estate Planning, Financial Analysis, Wealth Management, Retirement Planning, Financial Reporting, Investments, Investment Advisory, Strategic Financial..., Series 7, Asset Allocation, Tax, Mutual Funds

Education
Columbia University   1992 — 1994
MBA, Business Administration

SMU   1983 — 1987
BBA - Finance, BA Economics, Finance, Economics

Dianne C Mealer Dianne C Mealer Greater Minneapolis-St. Paul Area Details
Dianne C Mealer's Carlson Advisors, LLC Experience SupervisorWilkerson Associates2001 - 2008
Job CPA at Carlson Advisors, LLC
Industry Accounting
Experience
Carlson Advisors, LLC   SupervisorWilkerson Associates2001 - 2008
Runbeck & Associates   1999 - 2001

Education
Florida International University - College of Business Administration   1996 — 1999
Masters Accounting, Accounting

Samantha Wimmer Samantha Wimmer Greater Minneapolis-St. Paul Area Details
Samantha Wimmer's Carlson Advisors, LLC Experience June 2004 - December 2006
Job Senior Tax Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP  December 2011 - Present
Wipfli LLP  January 2010 - November 2011
RSM McGladrey, Inc  January 2007 - December 2009
Carlson Advisors, LLC   June 2004 - December 2006
Grant Thornton LLP  December 2000 - June 2004

Skills
Accounting, S Corporations, Tax, Corporate Tax, Income Tax, Tax Compliance, Manufacturing, Tax Research

Education
University of Minnesota - Carlson School of Management   2001 — 2005
MBT, Taxation

University of Minnesota - Carlson School of Management   1997 — 2001
BS, Accounting

University of Minnesota - Carlson School of Management   1997 — 2001
Bachelor of Science, Accounting / Finance

Logan High   1993 — 1997

Mandy Huston Mandy Huston Greater Minneapolis-St. Paul Area Details
Mandy Huston's Carlson Advisors, LLC Experience June 2006 - April 2012
Job Marketing Specialist at Power/mation, a distributor of high tech automation products
Industry Marketing and Advertising
Experience
Power/mation  April 2012 - Present
Bars Bakery   October 2014 - April 2015
Carlson Advisors, LLC   June 2006 - April 2012
Minnesota Vikings Football, LLC  1999 - April 2012
Cocoa & Fig Catering   March 2011 - July 2011
Greenquist Family   October 2003 - June 2004
Edina Realty  2001 - 2004

Skills
Marketing, Email Marketing, Marketing Communications, Social Media, Newsletters, Sales, Account Management, Trade Shows, Blogging, Event Planning, Customer Service, Social Media Marketing, Marketing Strategy, Online Marketing, Advertising, Market Research, Product Marketing, Editing, Leadership, Direct Marketing, Public Relations, Social Networking, Event Management, Digital Marketing, Time Management, Integrated Marketing, Lead Generation, Facebook, Baking, Organizational..., Copywriting, Website Updating, Budget Monitoring, Direct Mail

Education
Metropolitan State University   2006 — 2007
B.A.S, Marketing

Minneapolis Community and Technical College   2002 — 2005
A.A.S. Degree, General

Craig Forsberg Craig Forsberg Minneapolis, Minnesota Details
Craig Forsberg's Carlson Advisors, LLC Experience January 2002 - August 2002
Job Audit Partner at Romer & Company, PC
Industry Accounting
Experience
Romer & Company, PC   September 2002 - Present
Carlson Advisors, LLC   January 2002 - August 2002
Lurie Besikof Lapidus & Company, LLP   August 1999 - December 2000
Olsen Thielen and Co., Ltd.   1985 - 1987

Skills
Auditing, Financial Reporting, Tax, Accounting, Financial Accounting, Corporate Tax, Financial Statements, CPA, Tax Returns, Tax Preparation, GAAP, Income Tax, Tax Advisory, General Ledger, Financial Analysis, QuickBooks, Accountants, Small Business, Audits of not-for..., Income tax preparation..., Internal Controls, Managerial Finance, Aircrew Taxation

Education
St. Cloud State University   1980 — 1983
BS, Accounting

Hibbing Community College-A Technical and Community College   1978 — 1980
Associate's degree

Buhl High School   1974 — 1978

Robert Louis Robert Louis West Palm Beach, Florida Area Details
Robert Louis's Carlson Advisors, LLC Experience May 2012 - April 2013
Job Principal at RGL Consulting
Industry Accounting
Experience
RGL Consulting   August 2015 - Present
Southeastern Printing  April 2013 - July 2015
Carlson Advisors, LLC   May 2012 - April 2013
RGL Consulting   October 2011 - April 2012
JKG Group  March 2010 - October 2011
JKG Group  April 2009 - March 2010
Southeastern Printing  January 2006 - December 2008
Cenveo  May 2003 - December 2005
Cenveo  February 1997 - April 2003
ITT  January 1975 - June 1985

Skills
ERP, Process Improvement, Forecasting, Internal Audit, Auditing, Budgets, Business Analysis, Business Process..., Financial Modeling, Financial Analysis, Accounting, Managerial Finance, Cost Accounting, Financial Reporting, Business Process, Finance, New Business Development, Strategic Financial...

Education
Université Bordeaux I   1970 — 1973
BS Accounting, Business Administration, Accounting & Business Administration

John Woodrich, CPA, CGMA John Woodrich, CPA, CGMA Greater Minneapolis-St. Paul Area Details
John Woodrich, CPA, CGMA's Carlson Advisors, LLC Experience December 2012 - Present
Job Tax Supervisor at Carlson Advisors, LLC
Industry Accounting
Experience
Carlson Advisors, LLC   December 2012 - Present
Abdo Eick & Meyers, LLP   January 2008 - December 2012
Hance Ace Hardware   September 1999 - January 2008

Skills
Business Tax Planning, Income Tax, QuickBooks, Financial Analysis, Financial Accounting, Personal Tax Planning, Corporate Tax, Personal Income Tax..., Management Consulting, Accounting, Tax, Tax Returns, Auditing, GAAP, Payroll, Financial Statements, S Corporations, Variance Analysis, Tax Preparation, CPA, Sales Tax, Fixed Assets, Financial Reporting, Small Business, Tax Accounting, Tax Research, Payroll Taxes, General Ledger, Tax Law, Bookkeeping

Education
University of Minnesota - Carlson School of Management   2013 — 2015
Masters of Business Taxation, MBT

University of Minnesota - Carlson School of Management   2005 — 2008
BA, Majors in Finance and Accounting

Normandale Community College   2004 — 2005
AA, Accounting

Tara Gaibor Tara Gaibor Greater Minneapolis-St. Paul Area Details
Tara Gaibor's Carlson Advisors, LLC Experience December 2003 - Present
Job Supervisor at Carlson Advisors, LLC
Industry Accounting
Experience
Carlson Advisors, LLC   December 2003 - Present

Education
St. Cloud State University   1999 — 2003

Jacqueline Dunker, MBA, CPA Jacqueline Dunker, MBA, CPA Greater Minneapolis-St. Paul Area Details
Jacqueline Dunker, MBA, CPA's Carlson Advisors, LLC Experience August 1999 - January 2001
Job Principal Accountant at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial  November 2009 - Present
Globe University  September 2009 - December 2009
Ameriprise Financial  December 2007 - October 2009
RBC Dain Rauscher  November 2005 - June 2007
RBC Dain Rauscher  September 2002 - November 2005
Boulay  January 2001 - September 2002
Carlson Advisors, LLC   August 1999 - January 2001

Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement

Education
Metropolitan State University   2004 — 2005
MBA, Masters of Business Administration

Lakeland College   1997 — 1999
Bachelors, Acccounting

Brenda K. Lowe Brenda K. Lowe Greater Minneapolis-St. Paul Area Details
Brenda K. Lowe's Carlson Advisors, LLC Experience January 2006 - 2008
Job Director Tax | CPA | PFS | Estate Planning
Industry Management Consulting
Experience
John A. Knutson & Co., PLLP   2008 - Present
Carlson Advisors, LLC   January 2006 - 2008
Olsen Thielen and Co., Ltd.   2000 - December 2005
Boeckermann Grafstrom & Mayer  1991 - 2000

Education
University of Minnesota - Carlson School of Management   1980 — 1983
Bachelor of Applied Science (BASc) - Accounting, Accounting

The University of South Dakota   1978 — 1980
Accounting

Susan Tornblom Susan Tornblom Greater Minneapolis-St. Paul Area Details
Susan Tornblom's Carlson Advisors, LLC Experience 1998 - 2003
Job Finance Director at Hansaton Acoustics Inc.
Industry Accounting
Experience
Hansaton Acoustics Inc.   October 2009 - Present
JSM Partners LLC   November 2007 - Present
Igel Properties LLC   December 2004 - November 2007
Metro Dentalcare  May 2003 - December 2004
Carlson Advisors, LLC   1998 - 2003

Education
The University of South Dakota   1991 — 1995
BS, Accounting

Mark Brockmann Mark Brockmann Greater Minneapolis-St. Paul Area Details
Mark Brockmann's Carlson Advisors, LLC Experience July 2004 - October 2007
Job Audit Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo  August 2013 - Present
Ernst & Young  September 2011 - August 2013
McGladrey & Pullen  October 2007 - September 2011
Carlson Advisors, LLC   July 2004 - October 2007
Wells Fargo Home Mortgage  October 2001 - July 2004

Skills
Auditing, Assurance, CPA, SEC filings, Internal Audit, GAAP, US GAAP, Sarbanes-Oxley Act, SEC Filings

Education
University of Minnesota - Carlson School of Management   2002 — 2004
BSB, Accounting

The University of North Dakota   1996 — 2000
BS, Chemistry, Math Minor

Mikaela Grady Mikaela Grady Greater Seattle Area Details
Mikaela Grady's Carlson Advisors, LLC Experience January 2010 - November 2012
Job Owner at Grady Accounting, LLC
Industry Accounting
Experience
Grady Accounting, LLC   January 2013 - Present
Carlson Advisors, LLC   January 2010 - November 2012
Logan's Hammer Building & Renovation   February 2008 - November 2010
David S. Cutler, CPA, PC   2001 - 2006

Skills
Office Management, Administrative..., Outlook, QuickBooks, Office Administration, Customer Service, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Travel Arrangements, PowerPoint, Spreadsheets, Invoicing, Accounts Receivable, Event Planning, Process Scheduler, Payroll, Calendaring, Forecasting, Account Reconciliation, Bookkeeping, Bank Reconciliation, Accounting, General Ledger, Time Management, Payroll Taxes, Peachtree, Financial Statements, Tax Preparation, Tax Returns, Journal Entries, Fixed Assets, Sales Tax, Accruals

Education
Seattle Central Community College   2014 — 2017
Bachelor's degree, Accounting

Steve Kozlicki Steve Kozlicki Greater Minneapolis-St. Paul Area Details
Steve Kozlicki's Carlson Advisors, LLC Experience 1997 - 2000
Job Division Controller at Republic Services
Industry Accounting
Experience
Republic Services  January 2006 - Present
General Mills  July 2000 - December 2005
Carlson Advisors, LLC   1997 - 2000

Skills
Variance Analysis, Financial Reporting, Internal Controls, Forecasting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Essbase, Accounts Payable, Auditing, Financial Accounting, Financial Modeling

Education
University of Minnesota - Carlson School of Management   1994 — 1997
BSB, Accounting

Terri Urvig Terri Urvig Greater Minneapolis-St. Paul Area Details
Terri Urvig's Carlson Advisors, LLC Experience January 2006 - March 2009
Job at Urvig Consulting LLC
Industry Accounting
Experience
Urvig Consulting LLC   November 2010 - Present
Carlson Advisors LLC  January 2006 - March 2009
Deloitte  September 1995 - January 1999
Arthur Andersen, LLP  June 1990 - August 1992

Skills
Income Tax, Accounting, Corporate Tax, Tax Accounting, Tax, Tax Advisory, Financial Reporting, Tax Research, Tax Preparation, Tax Returns, Tax Law

Education
University of Minnesota Law School   1992 — 1994
JD, Law

The University of North Dakota   1987 — 1991
Bachelor of Accountancy, Accounting

Ann Scoles Bolin Ann Scoles Bolin Greater Minneapolis-St. Paul Area Details
Ann Scoles Bolin's Carlson Advisors, LLC Experience June 2007 - May 2009
Job Director of Finance and Administration at Global Tax Network
Industry Accounting
Experience
Global Tax Network  September 2009 - Present
Bolin Accounting & Tax Services, LLC   May 2009 - April 2010
Carlson Advisors, LLC   June 2007 - May 2009
Certes Financial Pros  April 2006 - June 2007
Liberty Diversified International  May 2004 - April 2006
Carlson Advisors, LLC   November 1998 - May 2004
McGladrey  June 1994 - October 1998

Skills
Tax Preparation, Income Tax, Financial Accounting, Accounting, Tax, Tax Returns

Education
University of Minnesota-Duluth   1990 — 1994
Accounting

Jerry Ostergren Jerry Ostergren Greater Minneapolis-St. Paul Area Details
Jerry Ostergren's Carlson Advisors, LLC Experience 1985 - Present
Job Owner/Partner at Carlson Advisors, LLP
Industry Accounting
Experience
Carlson Advisors, LLP  November 1985 - Present
Carlson Advisors, LLC   1985 - Present

Skills
General Ledger, Tax, Accounting, Corporate Tax, Strategic Financial..., Financial Reporting, Tax Preparation, Financial Analysis, Income Tax, Tax Accounting, Financial Accounting, Auditing, Mergers & Acquisitions, CPA, Tax Returns, QuickBooks

Education
Augsburg College   1972 — 1976
BA, Accounting and Finance Majors

Erica Mihajlov Erica Mihajlov Greater Minneapolis-St. Paul Area Details
Erica Mihajlov's Carlson Advisors, LLC Experience January 2010 - Present
Job Executive Administrative Assistant at Carlson Advisors, LLC
Industry
Experience
Carlson Advisors, LLC   January 2010 - Present
BridgeFunds, LLC   September 2005 - September 2009
Wells Fargo Home Mortgage  May 2004 - September 2005
Robert Half International  June 1993 - October 1998

Skills
Spreadsheets, QuickBooks, Outlook, Accounts Payable, Accounts Receivable, Accounting, Payroll, Microsoft Word, Microsoft Excel, General Ledger, Administrative..., PowerPoint, Journal Entries, Financial Reporting, Budgets

Education
Hennepin Technical College   1989 — 1991
Associates Degree, Commercial Art

Mike Niznik Mike Niznik Greater Minneapolis-St. Paul Area Details
Mike Niznik's Carlson Advisors, LLC Experience August 1995 - Present
Job CPA at Carlson Advisors, LLC
Industry Accounting
Experience
Carlson Advisors LLC  August 1995 - Present
Schechter Dokken Kanter  1987 - 1995
Charles Bailly   1983 - 1987
Charles Bailly   1983 - 1987

Education
Saint John's University   1977 — 1981
Bachelor of Arts; CPA, Accounting

Grace High School

Jill Spurgeon Jill Spurgeon Greater Minneapolis-St. Paul Area Details
Jill Spurgeon's Carlson Advisors, LLC Experience September 2007 - May 2015
Job Director of Finance at Assistance in Recovery
Industry Accounting
Experience
Assistance in Recovery  May 2015 - Present
Carlson Advisors, LLC   September 2007 - May 2015
Paygroup LTD   January 2000 - August 2007
Ramaley Printing   April 1983 - January 2000

Skills
Financial Analysis, Microsoft Excel, Public Speaking, Microsoft Word, QuickBooks, Financial Reporting, Accounting, Payroll, Customer Service

Education
Cardinal Stritch University   1992 — 1994
BS, Business Administration and Management, General

Elaine Hattling Elaine Hattling Greater Minneapolis-St. Paul Area Details
Elaine Hattling's Carlson Advisors, LLC Experience November 1992 - February 1995
Job Accountant
Industry Accounting
Experience
Summit A•R (Summit Account Resolution) - "We help the cash flow" ™   May 2012 - May 2014
Abdo Eick & Meyers, LLP   January 2012 - April 2013
Minneapolis Employees Retirement Fund   March 1996 - July 2002
The Lutz Company   February 1995 - March 1996
Carlson Advisors, LLC   November 1992 - February 1995

Skills
GAAP, Financial Reporting, General Ledger, Accounting, Internal Controls, Financial Accounting, Auditing, Financial Analysis, Fixed Assets, Tax Preparation, Financial Statements, Income Tax

Education
St. Cloud State University   1988 — 1992
Accounting, Accounting

Matthew Wills, CPA Matthew Wills, CPA Greater Minneapolis-St. Paul Area Details
Matthew Wills, CPA's Carlson Advisors, LLC Experience April 2012 - Present
Job Supervisor at Carlson Advisors, LLP
Industry Accounting
Experience
Carlson Advisors, LLC   April 2012 - Present
Carlson Advisors, LLC   January 2012 - April 2012

Skills
Financial Accounting, Financial Statements, Auditing, S Corporations, Tax Research, Sales Tax, Microsoft Excel, QuickBooks, Account Reconciliation, Tax Accounting, Financial Reporting, Fixed Assets, ProSystem fx Tax, State Tax, US GAAP reporting, Journal Entries, Corporate Tax, Income Tax, US GAAP, Tax, CPA, GAAP, Consolidation, Financial Analysis

Education
Minnesota State University, Mankato   2007 — 2011
Bachelors of Science, Accounting, Corporate Finance

Christopher M. Willenbring, CPA (Inactive) Christopher M. Willenbring, CPA (Inactive) Greater Minneapolis-St. Paul Area Details
Christopher M. Willenbring, CPA (Inactive)'s Carlson Advisors, LLC Experience January 2010 - July 2012
Job Lead Financial Analyst, Corporate FP&A at Deluxe Corporation
Industry Accounting
Experience
Deluxe Corporation  March 2015 - Present
UnitedHealth Group  July 2012 - March 2015
Carlson Advisors, LLC   January 2010 - July 2012

Education
St. Cloud State University   2005 — 2009
Accounting