CBIZ Company
Industry: Management services company
DescriptionCEO: Jerome P Grisko Headquarters: Cleveland, Ohio, United States Founded: 1987 Chief information officer: John Fleischer Subsidiaries: CMF Associates, LLC, EFL Associates Inc, SVPs: David J Sibits (Strategic Development, Financial Services), John Fleischer
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CBIZ Employees
Employee
Years
Job
Industry
Nicole Papa Nicole Papa's CBIZ Experience November 2005 - Present
Job Project Manager
Industry Management Consulting
Experience
CBIZ November 2005 - Present
TruGreen March 1999 - November 2005
Skills
Defined Benefit, Defined Contribution, Retirement Planning, Investments, Financial Services, Retirement Plan..., Deferred Compensation, Outlook, Accounting, Insurance, Microsoft Excel, Customer Service
Education
Cuyahoga Community College 1997 — 1999
Maple Heights High School
CBIZ November 2005 - Present
TruGreen March 1999 - November 2005
Skills
Defined Benefit, Defined Contribution, Retirement Planning, Investments, Financial Services, Retirement Plan..., Deferred Compensation, Outlook, Accounting, Insurance, Microsoft Excel, Customer Service
Education
Cuyahoga Community College 1997 — 1999
Maple Heights High School
Courtney Templeton Courtney Templeton's CBIZ Experience October 2003 - August 2006
Job Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte November 2012 - Present
Rothstein Kass August 2006 - October 2012
CBIZ October 2003 - August 2006
Groen, Kluka & Company, P.C. December 1999 - August 2003
Education
Central Michigan University 1995 — 1999
BS in BA, Accounting
Deloitte November 2012 - Present
Rothstein Kass August 2006 - October 2012
CBIZ October 2003 - August 2006
Groen, Kluka & Company, P.C. December 1999 - August 2003
Education
Central Michigan University 1995 — 1999
BS in BA, Accounting
Marco Paiz Marco Paiz's CBIZ Experience May 1998 - May 2002
Job Network Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2002 - Present
CBIZ May 1998 - May 2002
US Army June 1992 - November 1996
Education
Keller Graduate School of Management of DeVry University
Master of Science in Information Technology, Information Technology
DeVry University
Bachelor of Business Administration (BBA), Management of Technology
Sanford-Brown College-Fenton
Associate of Science (AS), Network and System Administration/Administrator
DeVry University
Associate of Science (AS), Electronic Engineering Technician
Edward Jones May 2002 - Present
CBIZ May 1998 - May 2002
US Army June 1992 - November 1996
Education
Keller Graduate School of Management of DeVry University
Master of Science in Information Technology, Information Technology
DeVry University
Bachelor of Business Administration (BBA), Management of Technology
Sanford-Brown College-Fenton
Associate of Science (AS), Network and System Administration/Administrator
DeVry University
Associate of Science (AS), Electronic Engineering Technician
Mike McCluer Mike McCluer's CBIZ Experience 2002 - 2006
Job Strategic CFO driving performance as a Business Partner
Industry Insurance
Experience
We Care- Services for Children (Healthcare Non Profit) 2012 - Present
FEI San Francisco Chapter (Non Profit) 2008 - Present
InnVision Shelter Network October 2014 - 2015
Shields, Harper & Co. April 2013 - August 2014
CA Health Benefit Exchange-now named Covered California (Non Profit) 2012 - 2012
AAA NCNU, Consumer Products and Insurance Exchange (Non Profit) 2008 - 2010
Wells Fargo/ABD, P&C/Health & Technology 2006 - 2007
CBIZ 2002 - 2006
Aon Corporation, Insurance & Healthcare 1999 - 2001
CNA/Continental PC/Healthcare Insurance January 1995 - September 1998
Skills
Strategy, Leadership, Mergers & Acquisitions, Forecasting, Strategic Planning, Start-ups, Finance, Financial Analysis, Training, Cross-functional Team..., Business Planning, Auditing, Insurance, New Business Development, Management, Risk Management, Managerial Finance, Due Diligence, Business Development, Strategic Financial..., Budgets, Employee Benefits, Financial Reporting, Executive Management, Valuation, Underwriting, Performance Management, Financial Modeling, Accounting, Analytics, Acquisition Integration, Coaching, Business Process..., Mergers, Process Improvement
Education
UC Berkeley Haas School of Business 2010 — 2010
California State University-Chico
Golden Gate University
MBA, Finance
We Care- Services for Children (Healthcare Non Profit) 2012 - Present
FEI San Francisco Chapter (Non Profit) 2008 - Present
InnVision Shelter Network October 2014 - 2015
Shields, Harper & Co. April 2013 - August 2014
CA Health Benefit Exchange-now named Covered California (Non Profit) 2012 - 2012
AAA NCNU, Consumer Products and Insurance Exchange (Non Profit) 2008 - 2010
Wells Fargo/ABD, P&C/Health & Technology 2006 - 2007
CBIZ 2002 - 2006
Aon Corporation, Insurance & Healthcare 1999 - 2001
CNA/Continental PC/Healthcare Insurance January 1995 - September 1998
Skills
Strategy, Leadership, Mergers & Acquisitions, Forecasting, Strategic Planning, Start-ups, Finance, Financial Analysis, Training, Cross-functional Team..., Business Planning, Auditing, Insurance, New Business Development, Management, Risk Management, Managerial Finance, Due Diligence, Business Development, Strategic Financial..., Budgets, Employee Benefits, Financial Reporting, Executive Management, Valuation, Underwriting, Performance Management, Financial Modeling, Accounting, Analytics, Acquisition Integration, Coaching, Business Process..., Mergers, Process Improvement
Education
UC Berkeley Haas School of Business 2010 — 2010
California State University-Chico
Golden Gate University
MBA, Finance
Joey Lampe Joey Lampe's CBIZ Experience June 2015 - Present
Job National Marketing, Social Media at CBIZ
Industry Management Consulting
Experience
CBIZ June 2015 - Present
Dual Pixels February 2014 - Present
Macy's September 2010 - March 2014
American Cancer Society June 2009 - August 2010
Clarion University of Pennsylvania August 2009 - May 2010
Skills
Microsoft Office, Social Media Marketing, Marketing, Management, Advertising, Facebook, Social Media, Sales
Education
Clarion University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Mass Media Arts and Journalism Communication Studies
CBIZ June 2015 - Present
Dual Pixels February 2014 - Present
Macy's September 2010 - March 2014
American Cancer Society June 2009 - August 2010
Clarion University of Pennsylvania August 2009 - May 2010
Skills
Microsoft Office, Social Media Marketing, Marketing, Management, Advertising, Facebook, Social Media, Sales
Education
Clarion University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Mass Media Arts and Journalism Communication Studies
Sam Alldredge Sam Alldredge's CBIZ Experience January 2013 - April 2013
Job Royalty Revenue Analyst at Adobe
Industry Accounting
Caitlin Parker Caitlin Parker's CBIZ Experience September 2014 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ September 2014 - Present
Aon Hewitt December 2012 - August 2014
Aon Hewitt November 2011 - December 2012
Aon Hewitt August 2010 - November 2011
Barry Dillah & Associates LLC:::AIL January 2007 - June 2011
Skills
Call Centers, Coaching, Customer Service, Employee Benefits, Management, Microsoft Excel, Microsoft Word, Onboarding, Outlook, Recruiting, Training, HRIS, Leadership, Health Insurance, Strategic Planning
Education
Delaware Valley University 2002 — 2006
Business Management, Business
Manchester
CBIZ September 2014 - Present
Aon Hewitt December 2012 - August 2014
Aon Hewitt November 2011 - December 2012
Aon Hewitt August 2010 - November 2011
Barry Dillah & Associates LLC:::AIL January 2007 - June 2011
Skills
Call Centers, Coaching, Customer Service, Employee Benefits, Management, Microsoft Excel, Microsoft Word, Onboarding, Outlook, Recruiting, Training, HRIS, Leadership, Health Insurance, Strategic Planning
Education
Delaware Valley University 2002 — 2006
Business Management, Business
Manchester
Robert E. Cronin Robert E. Cronin's CBIZ Experience 2005 - 2010
Job Director Business Valuation Services at Mueller & Co., LLP
Industry Management Consulting
Experience
Mueller & Co., LLP 2014 - Present
Fort Dearborn Partners, Inc. 2013 - 2014
Ostrow Reisin Berk & Abrams 2011 - 2013
Reznick Group, P.C. 2010 - 2011
CBIZ 2005 - 2010
Valuation Research Corporation 2002 - 2005
KPMG 1997 - 2001
BDO USA, LLP 1995 - 1997
Peterson Consulting 1993 - 1995
Skills
Financial Analysis, Firm Valuation, Purchase Price..., Enterprise Valuation, Revenue Modeling, Technology Valuation, Fairness Opinions, ESOP, Fair Value, Impairment, Gift Tax, Estate Tax Planning, Business Valuation, Valuation, Financial Modeling, Financial Planning, Management Consulting, Business Planning, Restructuring, Strategic Planning, Forecasting, Litigation Support, Banking, Business Analysis, New Business Development, Revenue Forecasting, Mergers, Equity Valuation, Intangible Assets, Intellectual Property..., DCF Valuation, Company Valuation, Valuation Modeling, Mergers & Acquisitions, Financial Reporting, Accounting, Strategic Financial..., Executive Management, Cash Flow, Auditing, Internal Controls, Finance, Leadership, Analysis, Budgets, business development, Business Development, Tax, Cash Flow Forecasting, Private Equity
Education
Colorado State University
BA
New Trier West
University of Colorado
MBA, Finance
Mueller & Co., LLP 2014 - Present
Fort Dearborn Partners, Inc. 2013 - 2014
Ostrow Reisin Berk & Abrams 2011 - 2013
Reznick Group, P.C. 2010 - 2011
CBIZ 2005 - 2010
Valuation Research Corporation 2002 - 2005
KPMG 1997 - 2001
BDO USA, LLP 1995 - 1997
Peterson Consulting 1993 - 1995
Skills
Financial Analysis, Firm Valuation, Purchase Price..., Enterprise Valuation, Revenue Modeling, Technology Valuation, Fairness Opinions, ESOP, Fair Value, Impairment, Gift Tax, Estate Tax Planning, Business Valuation, Valuation, Financial Modeling, Financial Planning, Management Consulting, Business Planning, Restructuring, Strategic Planning, Forecasting, Litigation Support, Banking, Business Analysis, New Business Development, Revenue Forecasting, Mergers, Equity Valuation, Intangible Assets, Intellectual Property..., DCF Valuation, Company Valuation, Valuation Modeling, Mergers & Acquisitions, Financial Reporting, Accounting, Strategic Financial..., Executive Management, Cash Flow, Auditing, Internal Controls, Finance, Leadership, Analysis, Budgets, business development, Business Development, Tax, Cash Flow Forecasting, Private Equity
Education
Colorado State University
BA
New Trier West
University of Colorado
MBA, Finance
Glen Boyer CISSP ,CISM, CISA,CGEIT,CRISC,CAP,CCSK Glen Boyer CISSP ,CISM, CISA,CGEIT,CRISC,CAP,CCSK's CBIZ Experience 2004 - 2005
Job Information Security Officer at Texas Health and Human Services Commission
Industry Computer & Network Security
Experience
Texas Health and Human Services Commission February 2015 - Present
Texas Health and Human Services Commission June 2011 - February 2015
Superior Resources Inc. October 2003 - August 2013
Los Angeles Superior Court April 2008 - April 2011
Providence Health & Services 2006 - 2007
Intel 2005 - 2006
RemX IT 2004 - 2006
Nation Smith Hermes Diamon 2004 - 2005
BDO Seidman, LLP 2004 - 2005
CBIZ 2004 - 2005
Skills
SOX, HIPAA, COBIT, IT Audit, IT Governance, Compliance Management, NIST, CISA, CISSP, Information Security..., ISO 27001, Risk Assessment, Enterprise Risk..., Compliance, Risk Mitigation, Security, Privacy, Disaster Recovery, PCI DSS, Penetration Testing, Network Security, Business Continuity, SDLC, CISM, Governance, Risk Management, Security Audits, Vulnerability Assessment, IT Risk, Computer Security, Enterprise Architecture, IT Strategy, Information Security..., Auditing, Vulnerability Management, Information Security, Privacy Law, IT Management, Information Technology, Sarbanes-Oxley Act, Enterprise Software, Security Architecture..., Operating Systems, Data Security, Web Application Security, Integration, Firewalls, Security Awareness, Networking, Application Security
Education
Chapman University
San Diego Mesa College
AS
Texas Health and Human Services Commission February 2015 - Present
Texas Health and Human Services Commission June 2011 - February 2015
Superior Resources Inc. October 2003 - August 2013
Los Angeles Superior Court April 2008 - April 2011
Providence Health & Services 2006 - 2007
Intel 2005 - 2006
RemX IT 2004 - 2006
Nation Smith Hermes Diamon 2004 - 2005
BDO Seidman, LLP 2004 - 2005
CBIZ 2004 - 2005
Skills
SOX, HIPAA, COBIT, IT Audit, IT Governance, Compliance Management, NIST, CISA, CISSP, Information Security..., ISO 27001, Risk Assessment, Enterprise Risk..., Compliance, Risk Mitigation, Security, Privacy, Disaster Recovery, PCI DSS, Penetration Testing, Network Security, Business Continuity, SDLC, CISM, Governance, Risk Management, Security Audits, Vulnerability Assessment, IT Risk, Computer Security, Enterprise Architecture, IT Strategy, Information Security..., Auditing, Vulnerability Management, Information Security, Privacy Law, IT Management, Information Technology, Sarbanes-Oxley Act, Enterprise Software, Security Architecture..., Operating Systems, Data Security, Web Application Security, Integration, Firewalls, Security Awareness, Networking, Application Security
Education
Chapman University
San Diego Mesa College
AS
Garrett Schillaci Garrett Schillaci's CBIZ Experience April 2012 - Present
Job Accounts Payable Supervisor at CBIZ
Industry Financial Services
Experience
CBIZ April 2012 - Present
CBIZ March 2000 - March 2012
STERIS Corporation September 1999 - March 2000
United States Department of Defense September 1995 - September 1999
Skills
Accounts Payable, Account Reconciliation, Accounting, Invoicing, Accruals, Journal Entries, Financial Audits, Spreadsheets, Consolidation, Oracle, Payments, Sarbanes-Oxley Act
Education
Cleveland State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Lakeland Community College
CBIZ April 2012 - Present
CBIZ March 2000 - March 2012
STERIS Corporation September 1999 - March 2000
United States Department of Defense September 1995 - September 1999
Skills
Accounts Payable, Account Reconciliation, Accounting, Invoicing, Accruals, Journal Entries, Financial Audits, Spreadsheets, Consolidation, Oracle, Payments, Sarbanes-Oxley Act
Education
Cleveland State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Lakeland Community College
Suzanne Fabricant Suzanne Fabricant's CBIZ Experience January 2002 - May 2003
Job Volunteer WePAC Library team
Industry Nonprofit Organization Management
Experience
Accountemps January 2012 - July 2012
Suzanne Fabricant Consulting Services March 2010 - July 2012
Sur La Table November 2011 - December 2011
CSL Behring March 2005 - October 2009
Greater Philadelphia Wordshop Studio 2003 - 2009
CBIZ January 2002 - May 2003
Ostroff Fair & Co. December 2000 - October 2001
American Business Financial Services October 1998 - February 2000
American Business Financial Services April 1997 - September 1998
Health Management Systems October 1992 - February 1996
Skills
Tax, Budgeting, Financial Accounting, Non-profits, Organization, Budgets, Strategic Planning, Corporate Tax, Leadership, Cash Management, Financial Statements, Management
Education
Georgetown University Law Center 1984 — 1987
J.D, Law
Drexel University - College of Business and Administration 1979 — 1984
B.S., Finance and Accounting
Accountemps January 2012 - July 2012
Suzanne Fabricant Consulting Services March 2010 - July 2012
Sur La Table November 2011 - December 2011
CSL Behring March 2005 - October 2009
Greater Philadelphia Wordshop Studio 2003 - 2009
CBIZ January 2002 - May 2003
Ostroff Fair & Co. December 2000 - October 2001
American Business Financial Services October 1998 - February 2000
American Business Financial Services April 1997 - September 1998
Health Management Systems October 1992 - February 1996
Skills
Tax, Budgeting, Financial Accounting, Non-profits, Organization, Budgets, Strategic Planning, Corporate Tax, Leadership, Cash Management, Financial Statements, Management
Education
Georgetown University Law Center 1984 — 1987
J.D, Law
Drexel University - College of Business and Administration 1979 — 1984
B.S., Finance and Accounting
Christine Lum Christine Lum's CBIZ Experience January 2012 - June 2014
Job Staff Accountant at Given & Company
Industry Accounting
Experience
Given & Company June 2014 - Present
CBIZ January 2012 - June 2014
Tennis Warehouse April 2010 - December 2011
Hayner Tax Consulting January 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, QuickBooks, Tax, Financial Accounting, Financial Reporting, Accounts Receivable, Tax Preparation, Income Tax, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Business, Accounting
West High School
Given & Company June 2014 - Present
CBIZ January 2012 - June 2014
Tennis Warehouse April 2010 - December 2011
Hayner Tax Consulting January 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, QuickBooks, Tax, Financial Accounting, Financial Reporting, Accounts Receivable, Tax Preparation, Income Tax, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2008 — 2011
Business, Accounting
West High School
Ingrid Martin, HIA, CEBS Ingrid Martin, HIA, CEBS's CBIZ Experience September 2012 - April 2015
Job Group Sales Representative at Ameritas
Industry Insurance
Experience
Ameritas May 2015 - Present
CBIZ September 2012 - April 2015
Ameritas 2015 - 2015
Ameritas 2015 - 2015
Huntington Investment Company May 2011 - September 2012
Huntington Bank March 2011 - September 2012
Medical Mututal of Ohio September 2011 - December 2011
HealthSmart June 2008 - September 2009
The Hoffman Group October 2005 - June 2008
Herbruck Alder 1992 - 2005
Skills
Employee Benefits, Health Insurance, Disability Insurance, Benefits Administration, Strategic Planning, Underwriting, Sales, Brokers, Coaching, Health Savings Accounts, Insurance, Long-term Care, Account Management, Management, Life Insurance, Claim, Term Life Insurance, Marketing
Education
L'Ecole d'Immaculate Concepcion 1983 — 1984
French Language and Literature
Berea High School 1980 — 1983
CEBS studies
Cuyahoga Community College
Ameritas May 2015 - Present
CBIZ September 2012 - April 2015
Ameritas 2015 - 2015
Ameritas 2015 - 2015
Huntington Investment Company May 2011 - September 2012
Huntington Bank March 2011 - September 2012
Medical Mututal of Ohio September 2011 - December 2011
HealthSmart June 2008 - September 2009
The Hoffman Group October 2005 - June 2008
Herbruck Alder 1992 - 2005
Skills
Employee Benefits, Health Insurance, Disability Insurance, Benefits Administration, Strategic Planning, Underwriting, Sales, Brokers, Coaching, Health Savings Accounts, Insurance, Long-term Care, Account Management, Management, Life Insurance, Claim, Term Life Insurance, Marketing
Education
L'Ecole d'Immaculate Concepcion 1983 — 1984
French Language and Literature
Berea High School 1980 — 1983
CEBS studies
Cuyahoga Community College
Tanya Gawell's CBIZ Experience October 1998 - Present
Job CBIZ IT
Industry Information Technology and Services
Experience
Montessori Peaks Academy June 2003 - Present
CBIZ October 1998 - Present
CBIZ MeyersDining 2009 - Present
Skills
VMware, Network Security, Windows Server, Active Directory, Disaster Recovery, DNS, Secure File Transfer..., Solarwinds, Project Management, Cisco Routers, Firewalls, Virtualization, Network Administration, vSphere, Cisco Technologies, IIS, Backup Exec, CISSP, VMware vSphere, Leadership, System Administration, Financial Analysis, Networking, Strategic Planning
Education
Colorado Christian University 1999 — 2000
Bachelor of Science, Computer Information Systmes Management
Penn State University
Computer Information Systems Management
Montessori Peaks Academy June 2003 - Present
CBIZ October 1998 - Present
CBIZ MeyersDining 2009 - Present
Skills
VMware, Network Security, Windows Server, Active Directory, Disaster Recovery, DNS, Secure File Transfer..., Solarwinds, Project Management, Cisco Routers, Firewalls, Virtualization, Network Administration, vSphere, Cisco Technologies, IIS, Backup Exec, CISSP, VMware vSphere, Leadership, System Administration, Financial Analysis, Networking, Strategic Planning
Education
Colorado Christian University 1999 — 2000
Bachelor of Science, Computer Information Systmes Management
Penn State University
Computer Information Systems Management
Gabriel Sander, MBA, CPP Gabriel Sander, MBA, CPP's CBIZ Experience December 2001 - July 2013
Job at
Industry Insurance
Experience
Anthem July 2013 - Present
CBIZ December 2001 - July 2013
Bank of America 2005 - 2006
Education
East Tennessee State University 1994 — 2001
MBA, Banking/Finance
Anthem July 2013 - Present
CBIZ December 2001 - July 2013
Bank of America 2005 - 2006
Education
East Tennessee State University 1994 — 2001
MBA, Banking/Finance
Aaron Quillan Aaron Quillan's CBIZ Experience July 2006 - February 2009
Job Entrepreneur, Group Wellness Advocate, "Numbers Guy"
Industry Insurance
Experience
AMSO Health 2013 - Present
Advantage Training, LLC January 2012 - Present
Quillan Financial and Employee Benefits January 2012 - Present
Dearborn National August 2009 - September 2011
CBIZ July 2006 - February 2009
The Hartford July 2004 - July 2006
Skills
Group Benefits, Plan Design, Health Savings Accounts, Employee Benefits, Defined Benefit, Employee Benefits..., Property & Casualty..., Wellness Programs, Corporate Wellness, Wellness Initiatives, Wellness Industry, Business Planning, Employee Wellness, Management, Wellness, Brokers, Corporations, Dentistry, Disability Insurance, Insurance, Claim, Health Insurance, Sales, Life Insurance, Term Life Insurance
Education
Central Michigan University 1997 — 2002
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
AMSO Health 2013 - Present
Advantage Training, LLC January 2012 - Present
Quillan Financial and Employee Benefits January 2012 - Present
Dearborn National August 2009 - September 2011
CBIZ July 2006 - February 2009
The Hartford July 2004 - July 2006
Skills
Group Benefits, Plan Design, Health Savings Accounts, Employee Benefits, Defined Benefit, Employee Benefits..., Property & Casualty..., Wellness Programs, Corporate Wellness, Wellness Initiatives, Wellness Industry, Business Planning, Employee Wellness, Management, Wellness, Brokers, Corporations, Dentistry, Disability Insurance, Insurance, Claim, Health Insurance, Sales, Life Insurance, Term Life Insurance
Education
Central Michigan University 1997 — 2002
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
Debby (Kyle) Thompson, SPHR Debby (Kyle) Thompson, SPHR's CBIZ Experience October 2008 - Present
Job Director of Human Resources at CBIZ
Industry Human Resources
Experience
CBIZ October 2008 - Present
Lee Hecht Harrison December 2005 - October 2008
Proflowers / Provide Commerce January 2005 - November 2005
DBM October 2001 - October 2004
DBM October 1997 - October 2001
DBM October 1994 - October 1997
Bank of Southern California October 1990 - July 1994
La Jolla Bank and Trust Company 1989 - 1990
Skills
Leadership, Performance Management, Workshop Facilitation, Process Improvement, Customer Satisfaction, Organizational..., Conflict Management, Team Effectiveness, Business Coaching, Career Counseling, Executive Coaching, Staff Development, Employee Relations, HR Consulting, Leadership Development, Organizational..., Strategy, Coaching, Change Management
Education
Chapman University 2008 — 2008
CPHRM
CBIZ October 2008 - Present
Lee Hecht Harrison December 2005 - October 2008
Proflowers / Provide Commerce January 2005 - November 2005
DBM October 2001 - October 2004
DBM October 1997 - October 2001
DBM October 1994 - October 1997
Bank of Southern California October 1990 - July 1994
La Jolla Bank and Trust Company 1989 - 1990
Skills
Leadership, Performance Management, Workshop Facilitation, Process Improvement, Customer Satisfaction, Organizational..., Conflict Management, Team Effectiveness, Business Coaching, Career Counseling, Executive Coaching, Staff Development, Employee Relations, HR Consulting, Leadership Development, Organizational..., Strategy, Coaching, Change Management
Education
Chapman University 2008 — 2008
CPHRM
Josh Terzo Josh Terzo's CBIZ Experience 2003 - 2003
Job Management Consultant at Alvarez & Marsal
Industry Hospital & Health Care
Experience
Alvarez & Marsal July 2014 - Present
D6 Advisors January 2014 - Present
Huron Consulting Group October 2012 - January 2014
Baxter Healthcare January 2010 - October 2012
Baxter Healthcare March 2009 - January 2010
Baxter Healthcare June 2008 - March 2009
Northern Trust May 2007 - June 2008
MedCare International January 2007 - May 2007
Smith Barney March 2006 - June 2006
CBIZ 2003 - 2003
Skills
Financial Analysis, Forecasting, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Project Management, Management Consulting, Change Management, Revenue Cycle, Revenue Enhancement, Healthcare Management, Process Improvement, Accounting, Business Process, Finance, Leadership, Management, Analysis, Business Process..., Internal Controls, Cross-functional Team..., Auditing, Competitive Analysis, Due Diligence, Six Sigma, CRM, Sarbanes-Oxley, Strategy, Start-ups, Analytics, Training, Project Planning
Education
DePaul University 2003 — 2007
BS, Finance
Barrington High School
Alvarez & Marsal July 2014 - Present
D6 Advisors January 2014 - Present
Huron Consulting Group October 2012 - January 2014
Baxter Healthcare January 2010 - October 2012
Baxter Healthcare March 2009 - January 2010
Baxter Healthcare June 2008 - March 2009
Northern Trust May 2007 - June 2008
MedCare International January 2007 - May 2007
Smith Barney March 2006 - June 2006
CBIZ 2003 - 2003
Skills
Financial Analysis, Forecasting, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Project Management, Management Consulting, Change Management, Revenue Cycle, Revenue Enhancement, Healthcare Management, Process Improvement, Accounting, Business Process, Finance, Leadership, Management, Analysis, Business Process..., Internal Controls, Cross-functional Team..., Auditing, Competitive Analysis, Due Diligence, Six Sigma, CRM, Sarbanes-Oxley, Strategy, Start-ups, Analytics, Training, Project Planning
Education
DePaul University 2003 — 2007
BS, Finance
Barrington High School
Carl Beardsley's CBIZ Experience May 2015 - Present
Job Senior Consultant
Industry Financial Services
Experience
CBIZ May 2015 - Present
Lender's Consulting Group, Inc. August 2012 - May 2015
Welch Packaging June 2009 - June 2012
Skills
Due Diligence, Financial Analysis, Microsoft Office, Microsoft Excel, Investments, Manufacturing, Spanish, Sales, Customer Service, Management, Internal Controls, Asset Based Lending, Credit Risk, Credit, Process Improvement
Education
DePauw University 2005 — 2009
Bachelor of Arts, Economics, Spanish
AHA International Segovia, Spain 2008 — 2008
Spanish and Economics
CBIZ May 2015 - Present
Lender's Consulting Group, Inc. August 2012 - May 2015
Welch Packaging June 2009 - June 2012
Skills
Due Diligence, Financial Analysis, Microsoft Office, Microsoft Excel, Investments, Manufacturing, Spanish, Sales, Customer Service, Management, Internal Controls, Asset Based Lending, Credit Risk, Credit, Process Improvement
Education
DePauw University 2005 — 2009
Bachelor of Arts, Economics, Spanish
AHA International Segovia, Spain 2008 — 2008
Spanish and Economics
Jackie Pallack Jackie Pallack's CBIZ Experience March 2001 - July 2003
Job Director, Internal Audit at Myers Industries
Industry Accounting
Experience
Myers Industries June 2015 - Present
Myers Industries June 2013 - Present
Precision Castparts April 2012 - June 2013
Precision Castparts December 2008 - April 2012
Precision Castparts December 2006 - December 2008
Ernst & Young, LLP June 2005 - December 2006
CBIZ, Inc August 2003 - May 2005
CBIZ March 2001 - July 2003
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Analysis, Accounting, Business Process..., General Ledger, External Audit, Corporate Finance, Project Management, Management, Sarbanes-Oxley, Project Planning, Risk Assessment, Internal Controls, SEC filings, Financial Reporting, Account Reconciliation, GAAP, Business Process
Education
Grove City College 1996 — 2000
BS, Accounting
Cleveland State University 2001 — 2003
Master of Business Administration (MBA)
Brecksville-Broadview Hts. High School 1992 — 1996
College Prep, College Prep
Myers Industries June 2015 - Present
Myers Industries June 2013 - Present
Precision Castparts April 2012 - June 2013
Precision Castparts December 2008 - April 2012
Precision Castparts December 2006 - December 2008
Ernst & Young, LLP June 2005 - December 2006
CBIZ, Inc August 2003 - May 2005
CBIZ March 2001 - July 2003
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Analysis, Accounting, Business Process..., General Ledger, External Audit, Corporate Finance, Project Management, Management, Sarbanes-Oxley, Project Planning, Risk Assessment, Internal Controls, SEC filings, Financial Reporting, Account Reconciliation, GAAP, Business Process
Education
Grove City College 1996 — 2000
BS, Accounting
Cleveland State University 2001 — 2003
Master of Business Administration (MBA)
Brecksville-Broadview Hts. High School 1992 — 1996
College Prep, College Prep
Kate Routledge, MJ, RHIA, CCS-P Kate Routledge, MJ, RHIA, CCS-P's CBIZ Experience November 2008 - August 2010
Job Senior Compliance Analyst
Industry Hospital & Health Care
Experience
Elizabethtown College September 2015 - Present
Lancaster General Health May 2011 - Present
SouthernCare, Inc. October 2010 - May 2011
CBIZ November 2008 - August 2010
Skills
EHR, EMR, Epic Systems, Healthcare Information..., HIPAA, Hospitals, Healthcare, Healthcare Management, Inpatient, Informatics, Medical Coding, Training, Auditing, Clinical Research, Medicare
Education
Capella University 2015 — 2018
Doctor of General Health Care Administration, Health/Health Care Administration/Management/ Policy
Loyola University of Chicago 2012 — 2014
Master of Jurisprudence, Health Law
DeVry University-Illinois 2009 — 2011
Bachelors of Science, Health Information Management, Cum Laude
Horry-Georgetown Technical College 2006 — 2008
Associate's degree, Occupational Technology
Elizabethtown College September 2015 - Present
Lancaster General Health May 2011 - Present
SouthernCare, Inc. October 2010 - May 2011
CBIZ November 2008 - August 2010
Skills
EHR, EMR, Epic Systems, Healthcare Information..., HIPAA, Hospitals, Healthcare, Healthcare Management, Inpatient, Informatics, Medical Coding, Training, Auditing, Clinical Research, Medicare
Education
Capella University 2015 — 2018
Doctor of General Health Care Administration, Health/Health Care Administration/Management/ Policy
Loyola University of Chicago 2012 — 2014
Master of Jurisprudence, Health Law
DeVry University-Illinois 2009 — 2011
Bachelors of Science, Health Information Management, Cum Laude
Horry-Georgetown Technical College 2006 — 2008
Associate's degree, Occupational Technology
Gina Salvat Gina Salvat's CBIZ Experience November 2013 - Present
Job Commercial Account Manager at CBIZ
Industry Insurance
Experience
CBIZ November 2013 - Present
J. Byrne Agency, Inc. 2008 - September 2013
Allstate NJ March 2003 - March 2008
Allstate May 2000 - March 2003
Allstate August 1986 - August 1991
Skills
Property & Casualty..., Umbrella Insurance, General Insurance, Liability, Underwriting, Homeowners, Workers Compensation, Legal Liability, Commercial Insurance, Casualty, Professional Liability, Employment Practices..., Employee Benefits, Brokers, Term Life Insurance, Disability Insurance, Universal Life, Health Insurance, Casualty Insurance
Education
Palm Beach Community College 1989 — 1990
Education
Broward Community College 1987 — 1988
Education
CBIZ November 2013 - Present
J. Byrne Agency, Inc. 2008 - September 2013
Allstate NJ March 2003 - March 2008
Allstate May 2000 - March 2003
Allstate August 1986 - August 1991
Skills
Property & Casualty..., Umbrella Insurance, General Insurance, Liability, Underwriting, Homeowners, Workers Compensation, Legal Liability, Commercial Insurance, Casualty, Professional Liability, Employment Practices..., Employee Benefits, Brokers, Term Life Insurance, Disability Insurance, Universal Life, Health Insurance, Casualty Insurance
Education
Palm Beach Community College 1989 — 1990
Education
Broward Community College 1987 — 1988
Education
Matthew Lombardi Matthew Lombardi's CBIZ Experience March 2013 - August 2013
Job Financial Sales Analyst
Industry Financial Services
Experience
Bendix Commercial Vehicle Systems LLC November 2013 - Present
CBIZ March 2013 - August 2013
Cliffs Natural Resources June 2012 - March 2013
American Greetings March 2012 - June 2012
American Greetings January 2008 - June 2012
Barnes Wendling CPAs, Inc. February 2007 - December 2007
Sayville Public School District September 2005 - December 2006
High Kick Tae Kwon Do September 1999 - December 2006
Sea-Land Chemical Co. June 2006 - August 2006
Skills
Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Accounting, Strategic Financial..., Budgets, Access, Financial Analysis, Forecasting, Variance Analysis, Management, Leadership, Corporate Finance, Mergers & Acquisitions, Program Management, SharePoint, PowerPoint, Cognos, Microsoft Office, Business Analysis, Office 2010, Project Planning, Volunteering, TM1, Powerplay, Impromptu, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2000, Supervisory Skills, SBT, Financial Planning, Mergers, Financials, Report Writing, Volunteer Organization
Education
Dowling College 2005 — 2007
M.B.A., Corporate Finance
Dowling College 2001 — 2005
B.A., History
Bendix Commercial Vehicle Systems LLC November 2013 - Present
CBIZ March 2013 - August 2013
Cliffs Natural Resources June 2012 - March 2013
American Greetings March 2012 - June 2012
American Greetings January 2008 - June 2012
Barnes Wendling CPAs, Inc. February 2007 - December 2007
Sayville Public School District September 2005 - December 2006
High Kick Tae Kwon Do September 1999 - December 2006
Sea-Land Chemical Co. June 2006 - August 2006
Skills
Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Accounting, Strategic Financial..., Budgets, Access, Financial Analysis, Forecasting, Variance Analysis, Management, Leadership, Corporate Finance, Mergers & Acquisitions, Program Management, SharePoint, PowerPoint, Cognos, Microsoft Office, Business Analysis, Office 2010, Project Planning, Volunteering, TM1, Powerplay, Impromptu, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2000, Supervisory Skills, SBT, Financial Planning, Mergers, Financials, Report Writing, Volunteer Organization
Education
Dowling College 2005 — 2007
M.B.A., Corporate Finance
Dowling College 2001 — 2005
B.A., History
Kathleen Fratantoni, CPA, MST Kathleen Fratantoni, CPA, MST's CBIZ Experience November 2006 - Present
Job Tax Manager at CBIZ
Industry Accounting
Experience
CBIZ November 2006 - Present
Hitech Corporation 1991 - 2002
Glickman, Berkovitz, Levinson & Weiner, P.C. 1983 - 1991
Skills
Tax Research, Partnership Taxation, Corporate Tax, Tax Preparation, Tax, CPA, Accounting, Income Tax, Tax Accounting, IRS, ProSystem fx Tax, QuickBooks, State Tax, High Net Worth..., FACTA Reporting, Tax Returns, US GAAP
Education
Widener University 1983 — 1984
MS, Taxation
Cabrini College 1979 — 1981
BA, Business Administration
Lansdowne Aldan HS
CBIZ November 2006 - Present
Hitech Corporation 1991 - 2002
Glickman, Berkovitz, Levinson & Weiner, P.C. 1983 - 1991
Skills
Tax Research, Partnership Taxation, Corporate Tax, Tax Preparation, Tax, CPA, Accounting, Income Tax, Tax Accounting, IRS, ProSystem fx Tax, QuickBooks, State Tax, High Net Worth..., FACTA Reporting, Tax Returns, US GAAP
Education
Widener University 1983 — 1984
MS, Taxation
Cabrini College 1979 — 1981
BA, Business Administration
Lansdowne Aldan HS
Vera Zhuravleva Vera Zhuravleva's CBIZ Experience January 2009 - October 2009
Job Senior Accountant
Industry Accounting
Experience
RTA Business Services September 2010 - Present
KPMG 2009 - 2010
CBIZ January 2009 - October 2009
Meloni Hribal Tratner February 2007 - December 2007
Ethos Design July 2005 - September 2006
Skills
Auditing, Internal Controls, Financial Analysis, Fixed Assets, Financial Reporting, GAAP, Journal Entries, Accounting, Financial Accounting, Payroll, Financial Statements, Bookkeeping, General Ledger, Budgets, Account Reconciliation, Cost Accounting, QuickBooks, Tax Accounting, Income Tax, Tax Preparation, Tax, Sarbanes-Oxley Act
Education
California State University-Northridge 2003 — 2008
Bachelor of Science (BS), Accounting and Finance
RTA Business Services September 2010 - Present
KPMG 2009 - 2010
CBIZ January 2009 - October 2009
Meloni Hribal Tratner February 2007 - December 2007
Ethos Design July 2005 - September 2006
Skills
Auditing, Internal Controls, Financial Analysis, Fixed Assets, Financial Reporting, GAAP, Journal Entries, Accounting, Financial Accounting, Payroll, Financial Statements, Bookkeeping, General Ledger, Budgets, Account Reconciliation, Cost Accounting, QuickBooks, Tax Accounting, Income Tax, Tax Preparation, Tax, Sarbanes-Oxley Act
Education
California State University-Northridge 2003 — 2008
Bachelor of Science (BS), Accounting and Finance
Joseph Carbone, CFP®, AIF®, AAMS®'s CBIZ Experience February 2006 - December 2010
Job Wealth Advisor at Focus Planning Group
Industry Financial Services
Experience
Focus Planning Group, LLC July 2012 - Present
Dowling College Alumni Network August 2013 - Present
Mariner Wealth Advisors January 2011 - June 2012
CBIZ February 2006 - December 2010
JPMorgan Chase January 2005 - January 2006
Focus Planning Group, LLC January 2003 - December 2005
The Guardian Life Insurance Company of America January 1998 - December 2002
Skills
Certified Financial..., Investment Advisory, Investment Strategies, Investment Management, Life Insurance, Disability Insurance, Long-term Care, Asset Allocation, Accredited Asset..., Personal Financial..., Retirement Planning, Qualified Retirement..., Tactical Asset..., Modern Portfolio Theory, Alternative Investments, Strategic Financial..., Series 7, Series 63, Series 65, Life & Health Insurance..., Estate Planning, College Education..., 529 Plans, Employee Benefits, 401k Plans, 401k Rollovers, Private Equity, Hedge Funds, 401k, Wealth Management, Financial Advisory, Investments, Wealth, Securities, Financial Services, Insurance, High Net Worth..., Finance, Retirement, Equities, Personal Finance, Mutual Funds, FINRA, Wealth Management...
Education
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Patchogue-Medford High School 1993 — 1995
High School
Focus Planning Group, LLC July 2012 - Present
Dowling College Alumni Network August 2013 - Present
Mariner Wealth Advisors January 2011 - June 2012
CBIZ February 2006 - December 2010
JPMorgan Chase January 2005 - January 2006
Focus Planning Group, LLC January 2003 - December 2005
The Guardian Life Insurance Company of America January 1998 - December 2002
Skills
Certified Financial..., Investment Advisory, Investment Strategies, Investment Management, Life Insurance, Disability Insurance, Long-term Care, Asset Allocation, Accredited Asset..., Personal Financial..., Retirement Planning, Qualified Retirement..., Tactical Asset..., Modern Portfolio Theory, Alternative Investments, Strategic Financial..., Series 7, Series 63, Series 65, Life & Health Insurance..., Estate Planning, College Education..., 529 Plans, Employee Benefits, 401k Plans, 401k Rollovers, Private Equity, Hedge Funds, 401k, Wealth Management, Financial Advisory, Investments, Wealth, Securities, Financial Services, Insurance, High Net Worth..., Finance, Retirement, Equities, Personal Finance, Mutual Funds, FINRA, Wealth Management...
Education
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Patchogue-Medford High School 1993 — 1995
High School
Sue Snyder Sue Snyder's CBIZ Experience January 2001 - April 2003
Job Manager, Software Quality Assurance
Industry Financial Services
Experience
Eaton Corporation June 2010 - Present
Eaton Corporation May 2003 - June 2010
Century21 2008 - 2010
CBIZ January 2001 - April 2003
Oracle Corporation September 1997 - May 2001
GCRTA 1987 - 1997
Ohio State Highway Patrol 1984 - 1987
Skills
Business Process..., ERP, Quality Assurance, Oracle, Oracle E-Business Suite, Process Improvement, Oracle Applications, Business Process, Business Analysis, PMP, Strategy, Integration, IT Strategy, Visio, SDLC, Requirements Gathering, Project Management, Software Quality..., Requirements Analysis, IT Management, Program Management, Business Intelligence, Change Management, Vendor Management, Project Portfolio..., PMO, Software Project..., Resource Management, Cross-functional Team..., Management, Consulting, Testing, Leadership, ITIL
Education
YWCA Women's Leadership Boot Camp 2011 — 2012
Cleveland State University
Bachelors
Garfield Heights High School & St. Peter & Paul
Eaton Corporation June 2010 - Present
Eaton Corporation May 2003 - June 2010
Century21 2008 - 2010
CBIZ January 2001 - April 2003
Oracle Corporation September 1997 - May 2001
GCRTA 1987 - 1997
Ohio State Highway Patrol 1984 - 1987
Skills
Business Process..., ERP, Quality Assurance, Oracle, Oracle E-Business Suite, Process Improvement, Oracle Applications, Business Process, Business Analysis, PMP, Strategy, Integration, IT Strategy, Visio, SDLC, Requirements Gathering, Project Management, Software Quality..., Requirements Analysis, IT Management, Program Management, Business Intelligence, Change Management, Vendor Management, Project Portfolio..., PMO, Software Project..., Resource Management, Cross-functional Team..., Management, Consulting, Testing, Leadership, ITIL
Education
YWCA Women's Leadership Boot Camp 2011 — 2012
Cleveland State University
Bachelors
Garfield Heights High School & St. Peter & Paul
Janine Mogan Janine Mogan's CBIZ Experience 1999 - 2001
Job Account Executive at IFG International Financial Group
Industry Accounting
Experience
IFG - International Financial Group November 2014 - Present
Resources Global Professionals October 2011 - October 2014
Brookdale Music January 2001 - October 2011
CBIZ 1999 - 2001
Valuation Counselors Group, Inc 1994 - 1999
Nielsen 1987 - 1994
North Central College 1988 - 1989
Sunbeam Appliance Company 1985 - 1987
Allegheny International, Inc. 1979 - 1985
PwC 1977 - 1979
Skills
Sarbanes-Oxley, Financial Analysis, Financial Reporting, Financial Accounting, Financial Audits, Microsoft Excel, JD Edwards, Real Estate Transactions, Facilities Management, Budget Process, Operating Budgets, Department Budgeting, Project Management, Internal Audit, Internal Controls, Due Diligence, Cash Flow Statements, Cash Flow Forecasting, Financial Forecasting, Mergers, Financial Modeling, Accounting, Sarbanes-Oxley Act, Management, Budgets
Education
Duquesne University 1981 — 1983
M.B.A., Finance
St. Francis University 1973 — 1976
Bachelor of Science, Business Administration-Accounting concentration
IFG - International Financial Group November 2014 - Present
Resources Global Professionals October 2011 - October 2014
Brookdale Music January 2001 - October 2011
CBIZ 1999 - 2001
Valuation Counselors Group, Inc 1994 - 1999
Nielsen 1987 - 1994
North Central College 1988 - 1989
Sunbeam Appliance Company 1985 - 1987
Allegheny International, Inc. 1979 - 1985
PwC 1977 - 1979
Skills
Sarbanes-Oxley, Financial Analysis, Financial Reporting, Financial Accounting, Financial Audits, Microsoft Excel, JD Edwards, Real Estate Transactions, Facilities Management, Budget Process, Operating Budgets, Department Budgeting, Project Management, Internal Audit, Internal Controls, Due Diligence, Cash Flow Statements, Cash Flow Forecasting, Financial Forecasting, Mergers, Financial Modeling, Accounting, Sarbanes-Oxley Act, Management, Budgets
Education
Duquesne University 1981 — 1983
M.B.A., Finance
St. Francis University 1973 — 1976
Bachelor of Science, Business Administration-Accounting concentration
Frank Spindler, CFA's CBIZ Experience October 2006 - October 2007
Job Fixed Income Strategist
Industry Investment Management
Experience
Payden & Rygel October 2007 - Present
CBIZ October 2006 - October 2007
NASD October 2004 - October 2006
Medtronic 2003 - 2003
Skills
Risk Management, Bloomberg, Fixed Income Research, Interest Rate Risk..., Credit Risk, Credit Analysis, Fixed Income, Performance Attribution, Portfolio Strategy, Alternative Investments, Capital Markets, Equities, Finance, Asset Allocation, Asset Management, Portfolio Management, Financial Analysis, Fixed Income Analysis, Investments, Strategy, Mutual Funds, Hedge Funds
Education
California State University-Northridge 1999 — 2003
Bacherlors, Business Admin. Finance
Payden & Rygel October 2007 - Present
CBIZ October 2006 - October 2007
NASD October 2004 - October 2006
Medtronic 2003 - 2003
Skills
Risk Management, Bloomberg, Fixed Income Research, Interest Rate Risk..., Credit Risk, Credit Analysis, Fixed Income, Performance Attribution, Portfolio Strategy, Alternative Investments, Capital Markets, Equities, Finance, Asset Allocation, Asset Management, Portfolio Management, Financial Analysis, Fixed Income Analysis, Investments, Strategy, Mutual Funds, Hedge Funds
Education
California State University-Northridge 1999 — 2003
Bacherlors, Business Admin. Finance
Tonya Hoyle Tonya Hoyle's CBIZ Experience October 2011 - Present
Job Account Manager with CBIZ
Industry Insurance
Experience
CBIZ October 2011 - Present
Northwestern Mutual / Strategic Employee Benefit Services October 2008 - May 2011
Skills
Employee Benefits, Group Benefits, Health Insurance, Disability Insurance, Life Insurance, Voluntary Employee..., Human Resources, Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Brokers, Underwriting, Benefits Administration, COBRA, Workers Compensation
Education
Cleveland Community College 1989 — 1991
Accounting
CBIZ October 2011 - Present
Northwestern Mutual / Strategic Employee Benefit Services October 2008 - May 2011
Skills
Employee Benefits, Group Benefits, Health Insurance, Disability Insurance, Life Insurance, Voluntary Employee..., Human Resources, Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Brokers, Underwriting, Benefits Administration, COBRA, Workers Compensation
Education
Cleveland Community College 1989 — 1991
Accounting
George Durko George Durko's CBIZ Experience October 2001 - January 2006
Job
Industry Hospital & Health Care
Experience
UnitedHealthcare February 2005 - Present
CBIZ October 2001 - January 2006
Humana April 1988 - January 2000
Skills
Health Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Medicare, Insurance, Disability Insurance, Sales, Strategic Planning, Leadership, Health Policy, Executive Management, Brokers, Life Insurance, Account Management, Long-term Care, Sales Management, Healthcare, Claim, Healthcare Industry, Medicare Part D, Term Life Insurance, Small Business, COBRA, Healthcare Consulting, Fixed Annuities, HIPAA, Process Improvement, Risk Management, Strategic Leadership, Benefits Administration, Underwriting, Retirement Planning, Call Centers, Team Building, Workers Compensation
Education
Califfornia University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Business Administration and Management, General, 3.0
California University of Pennsylvania 1979 — 1983
B.S., Business Administration/Accounting
UnitedHealthcare February 2005 - Present
CBIZ October 2001 - January 2006
Humana April 1988 - January 2000
Skills
Health Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Medicare, Insurance, Disability Insurance, Sales, Strategic Planning, Leadership, Health Policy, Executive Management, Brokers, Life Insurance, Account Management, Long-term Care, Sales Management, Healthcare, Claim, Healthcare Industry, Medicare Part D, Term Life Insurance, Small Business, COBRA, Healthcare Consulting, Fixed Annuities, HIPAA, Process Improvement, Risk Management, Strategic Leadership, Benefits Administration, Underwriting, Retirement Planning, Call Centers, Team Building, Workers Compensation
Education
Califfornia University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Business Administration and Management, General, 3.0
California University of Pennsylvania 1979 — 1983
B.S., Business Administration/Accounting
Michael Silvio, CPA Michael Silvio, CPA's CBIZ Experience October 2007 - June 2015
Job Director of Tax Services at Hall & Company CPAs
Industry Accounting
Experience
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Kirsten Tonkin Schulz Kirsten Tonkin Schulz's CBIZ Experience July 1993 - November 1998
Job Supply Chain Manager at Medline Industries
Industry Medical Devices
Experience
Medline Industries November 2012 - Present
Medline Industries November 2005 - November 2012
Medline Industries June 2003 - November 2005
Medline Industries September 2000 - June 2003
Medline Industries June 1999 - September 2000
Medline Industries November 1998 - December 1999
CBIZ July 1993 - November 1998
Skills
Microsoft Excel, Microsoft Word, SAP, Business Objects, Microsoft Office 2007, Spanish-speaking, Data Analysis, Project Management, Supply Chain..., Inventory Management, Supply Chain, Analysis, Supply Chain Management, Change Management, MRP, Purchasing, Procurement, Warehousing
Education
Cardinal Stritch University 2008 — 2010
BS, Business Management
Illinois State University 1989 — 1993
Special Education
Grayslake High School
Medline Industries November 2012 - Present
Medline Industries November 2005 - November 2012
Medline Industries June 2003 - November 2005
Medline Industries September 2000 - June 2003
Medline Industries June 1999 - September 2000
Medline Industries November 1998 - December 1999
CBIZ July 1993 - November 1998
Skills
Microsoft Excel, Microsoft Word, SAP, Business Objects, Microsoft Office 2007, Spanish-speaking, Data Analysis, Project Management, Supply Chain..., Inventory Management, Supply Chain, Analysis, Supply Chain Management, Change Management, MRP, Purchasing, Procurement, Warehousing
Education
Cardinal Stritch University 2008 — 2010
BS, Business Management
Illinois State University 1989 — 1993
Special Education
Grayslake High School
Joe Farinacci, CPA Joe Farinacci, CPA's CBIZ Experience September 1998 - September 2001
Job Accountant at Defense Finance & Accounting Services Cleveland
Industry Accounting
Experience
DFAS November 2010 - Present
CBIZ Network Solutions, LLC June 2005 - March 2010
CBIZ Network Solutions, LLC June 2005 - March 2010
CBIZ, Inc. September 2001 - June 2005
CBIZ, Inc. September 2001 - June 2005
CBIZ, Inc. January 2000 - September 2001
CBIZ September 1998 - September 2001
CBIZ, Inc. August 1998 - January 2000
Skills
Accounting, Financial Analysis, Forecasting, Internal Controls, Sarbanes-Oxley Act, General Ledger
Education
Cleveland State University 1993 — 1997
BBA, Accounting
Cleveland State UniversityAmerican Institute of Certified Public
BBA, Accounting
DFAS November 2010 - Present
CBIZ Network Solutions, LLC June 2005 - March 2010
CBIZ Network Solutions, LLC June 2005 - March 2010
CBIZ, Inc. September 2001 - June 2005
CBIZ, Inc. September 2001 - June 2005
CBIZ, Inc. January 2000 - September 2001
CBIZ September 1998 - September 2001
CBIZ, Inc. August 1998 - January 2000
Skills
Accounting, Financial Analysis, Forecasting, Internal Controls, Sarbanes-Oxley Act, General Ledger
Education
Cleveland State University 1993 — 1997
BBA, Accounting
Cleveland State UniversityAmerican Institute of Certified Public
BBA, Accounting
Purvin Vakil Purvin Vakil's CBIZ Experience January 2004 - February 2010
Job Owner/ Principal Consultant at Navakar Technology Services, Inc.
Industry Information Technology and Services
Experience
Navakar Technology Services, Inc. January 2004 - Present
Medical Mutual December 2012 - Present
Vitamix September 2010 - November 2012
FirstEnergy July 2010 - September 2010
Socius June 2010 - July 2010
Sterling Jewelers May 2010 - June 2010
Akron General Medical Center February 2010 - May 2010
CBIZ January 2004 - February 2010
Computer Task Group, Inc. April 1998 - January 2004
Rovisys May 1997 - April 1998
Skills
Intranet/Internet..., Software Project..., Project Portfolio..., SOA, ASP.NET, VB.NET, C#, Requirements Gathering, AJAX, jQuery, Budgets, Project Estimation, SDLC, Microsoft SQL Server, Business Analysis, .NET, Databases, Leadership, Strategy, Enterprise Architecture, T-SQL, E-commerce, Visual Studio, Agile Methodologies, Web Applications, SSIS, ERP, Quality Assurance, Project Planning, Architecture, Project Management, Analysis, SharePoint, Integration, Management, Software Development, Business Development, TFS, JavaScript, Outsourcing, Requirements Analysis, Business Intelligence, Agile Project Management, SSRS, Database Design, Web Services, Data Warehousing, PMO, IIS, Solution Architecture
Education
Cleveland State University, Cleveland, OH 1999 — 2001
MBA, Business Administration
Cleveland State University 1996 — 1998
MS, Computer and Information Science
Gujarat University 1991 — 1995
BS, Instrumentation and Control
Navakar Technology Services, Inc. January 2004 - Present
Medical Mutual December 2012 - Present
Vitamix September 2010 - November 2012
FirstEnergy July 2010 - September 2010
Socius June 2010 - July 2010
Sterling Jewelers May 2010 - June 2010
Akron General Medical Center February 2010 - May 2010
CBIZ January 2004 - February 2010
Computer Task Group, Inc. April 1998 - January 2004
Rovisys May 1997 - April 1998
Skills
Intranet/Internet..., Software Project..., Project Portfolio..., SOA, ASP.NET, VB.NET, C#, Requirements Gathering, AJAX, jQuery, Budgets, Project Estimation, SDLC, Microsoft SQL Server, Business Analysis, .NET, Databases, Leadership, Strategy, Enterprise Architecture, T-SQL, E-commerce, Visual Studio, Agile Methodologies, Web Applications, SSIS, ERP, Quality Assurance, Project Planning, Architecture, Project Management, Analysis, SharePoint, Integration, Management, Software Development, Business Development, TFS, JavaScript, Outsourcing, Requirements Analysis, Business Intelligence, Agile Project Management, SSRS, Database Design, Web Services, Data Warehousing, PMO, IIS, Solution Architecture
Education
Cleveland State University, Cleveland, OH 1999 — 2001
MBA, Business Administration
Cleveland State University 1996 — 1998
MS, Computer and Information Science
Gujarat University 1991 — 1995
BS, Instrumentation and Control
Annie Ping Ai Annie Ping Ai's CBIZ Experience November 2006 - June 2008
Job Sr. Accountant at American Homes 4 Rent
Industry Real Estate
Experience
American Homes 4 Rent February 2015 - Present
SAGE Publications December 2011 - February 2015
Microsemi August 2010 - November 2011
MDF Instrument Direct, Inc. February 2010 - October 2010
CBIZ November 2006 - June 2008
Skills
QuickBooks, Tax, Microsoft Excel, PowerPoint, Microsoft Word, ProSystem fx Tax, Accounting, Financial Reporting, General Ledger, Accounts Receivable, Account Reconciliation, Financial Analysis, Accounts Payable, Auditing, SEC filings, Epicor, Cost Accounting, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Forecasting
Education
California Lutheran University 2005 — 2006
Master, Master of Business Administration
American Homes 4 Rent February 2015 - Present
SAGE Publications December 2011 - February 2015
Microsemi August 2010 - November 2011
MDF Instrument Direct, Inc. February 2010 - October 2010
CBIZ November 2006 - June 2008
Skills
QuickBooks, Tax, Microsoft Excel, PowerPoint, Microsoft Word, ProSystem fx Tax, Accounting, Financial Reporting, General Ledger, Accounts Receivable, Account Reconciliation, Financial Analysis, Accounts Payable, Auditing, SEC filings, Epicor, Cost Accounting, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Forecasting
Education
California Lutheran University 2005 — 2006
Master, Master of Business Administration
Audrey Goodell Audrey Goodell's CBIZ Experience 1997 - 2000
Job Associate Dean of Fiscal Services at University of the Pacific Arthur A. Dugoni School of Dentistry
Industry Higher Education
Experience
University of the Pacific Arthur A. Dugoni School of Dentistry June 2007 - Present
KBM Workspace May 2002 - June 2007
Portera 2000 - 2002
CBIZ 1997 - 2000
Shilling and Kenyon (CBIZ) 1997 - 2000
Education
Drake University 1980 — 1982
University of the Pacific Arthur A. Dugoni School of Dentistry June 2007 - Present
KBM Workspace May 2002 - June 2007
Portera 2000 - 2002
CBIZ 1997 - 2000
Shilling and Kenyon (CBIZ) 1997 - 2000
Education
Drake University 1980 — 1982
Kevin King, RN, CCM Kevin King, RN, CCM's CBIZ Experience April 2010 - September 2011
Job Manager, RN LTC Case Management at UnitedHealthcare Community & State
Industry Insurance
Experience
UnitedHealth Group September 2011 - Present
CBIZ April 2010 - September 2011
Centene Corporation July 2005 - March 2010
RWJUH-Rahway May 2004 - July 2005
Horizon Blue Cross Blue Shield of NJ June 2001 - May 2004
Jersey City Medical Center 1998 - 1999
Clara Maas Medical Center 1988 - 1994
Skills
Managed Care, Nursing, Healthcare Management, Healthcare, Medicare, Disease Management, Medical Coding, HIPAA, Hospitals, Cpr Certified, EMR, Utilization Management, Orthopedic, Physicians, BLS, Home Care, Physician Relations, Acute Care, Case Managment, Medical Billing, Long-term Care, Public Health, Medical Records, Healthcare Consulting, Medicaid, EHR, Medical Devices, Medical Terminology, Healthcare Information..., Healthcare Industry, Provider Relations, Medicine, Credentialing, Management, Inpatient, Critical Care, Revenue Cycle, Health Policy, Patient Safety, Health Insurance, ICU, Pediatrics, Surgery, Insurance, Practice Management, Oncology, Clinical Research, Quality Improvement, ACLS, Informatics
Education
Capella University 2013 — 2016
RN to BSN
University of Medicine and Dentistry of New Jersey 1996 — 1998
ASN, Nursing
Middlesex County College 1995 — 1998
ASN, Nursing
Union County College 1982 — 1983
Emergency Medical Technology/Technician (EMT Paramedic)
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1982
UnitedHealth Group September 2011 - Present
CBIZ April 2010 - September 2011
Centene Corporation July 2005 - March 2010
RWJUH-Rahway May 2004 - July 2005
Horizon Blue Cross Blue Shield of NJ June 2001 - May 2004
Jersey City Medical Center 1998 - 1999
Clara Maas Medical Center 1988 - 1994
Skills
Managed Care, Nursing, Healthcare Management, Healthcare, Medicare, Disease Management, Medical Coding, HIPAA, Hospitals, Cpr Certified, EMR, Utilization Management, Orthopedic, Physicians, BLS, Home Care, Physician Relations, Acute Care, Case Managment, Medical Billing, Long-term Care, Public Health, Medical Records, Healthcare Consulting, Medicaid, EHR, Medical Devices, Medical Terminology, Healthcare Information..., Healthcare Industry, Provider Relations, Medicine, Credentialing, Management, Inpatient, Critical Care, Revenue Cycle, Health Policy, Patient Safety, Health Insurance, ICU, Pediatrics, Surgery, Insurance, Practice Management, Oncology, Clinical Research, Quality Improvement, ACLS, Informatics
Education
Capella University 2013 — 2016
RN to BSN
University of Medicine and Dentistry of New Jersey 1996 — 1998
ASN, Nursing
Middlesex County College 1995 — 1998
ASN, Nursing
Union County College 1982 — 1983
Emergency Medical Technology/Technician (EMT Paramedic)
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1982
Neal Mehlman Neal Mehlman's CBIZ Experience January 1994 - December 1998
Job President at Jet International Company, L.L.C.
Industry Aviation & Aerospace
Experience
Jet International Company, L.L.C. January 1998 - Present
CBIZ January 1994 - December 1998
JMB Realty Corporation September 1989 - June 1993
Skills
Aviation, Aerospace, Financial Reporting, Strategic Planning, Aircraft, Airlines, Accounting, Purchasing, Negotiation, Operations Management, Auditing, Commercial Aviation, Aircraft Maintenance, Aircraft Leasing, Airports
Education
DePaul University 1985 — 1989
Bachelor's degree, Commerce/Accounting
Jet International Company, L.L.C. January 1998 - Present
CBIZ January 1994 - December 1998
JMB Realty Corporation September 1989 - June 1993
Skills
Aviation, Aerospace, Financial Reporting, Strategic Planning, Aircraft, Airlines, Accounting, Purchasing, Negotiation, Operations Management, Auditing, Commercial Aviation, Aircraft Maintenance, Aircraft Leasing, Airports
Education
DePaul University 1985 — 1989
Bachelor's degree, Commerce/Accounting
Kathryn Miskell's CBIZ Experience January 2015 - Present
Job
Industry Financial Services
Experience
CBIZ January 2015 - Present
Innovairre March 2014 - January 2015
Vanguard August 2010 - January 2014
Skills
Policy Analysis, Research, Public Policy, Non-profits, Policy, Editing, Event Planning, Data Analysis, Microsoft Excel, Program Evaluation, Program Development, Microsoft Office, Government, Social Media, Program Management, Strategic Planning, International..., Grant Writing, Outlook, Economics, Public Relations, Qualitative Research, Leadership, PowerPoint, Leadership Development, Management, Nonprofits
Education
University of Wisconsin-Madison 2006 — 2008
Master of International Public Affairs, Business and Governance
Copenhagen Business School 2005 — 2005
Summer Leadership Intensive
Northern Arizona University 2001 — 2005
BA, Humanities/Humanistic Studies
CBIZ January 2015 - Present
Innovairre March 2014 - January 2015
Vanguard August 2010 - January 2014
Skills
Policy Analysis, Research, Public Policy, Non-profits, Policy, Editing, Event Planning, Data Analysis, Microsoft Excel, Program Evaluation, Program Development, Microsoft Office, Government, Social Media, Program Management, Strategic Planning, International..., Grant Writing, Outlook, Economics, Public Relations, Qualitative Research, Leadership, PowerPoint, Leadership Development, Management, Nonprofits
Education
University of Wisconsin-Madison 2006 — 2008
Master of International Public Affairs, Business and Governance
Copenhagen Business School 2005 — 2005
Summer Leadership Intensive
Northern Arizona University 2001 — 2005
BA, Humanities/Humanistic Studies
Allen Walters Allen Walters's CBIZ Experience December 2008 - January 2009
Job Controller at Fastfreight Expeditors, LLC
Industry Financial Services
Experience
Fastfreight Expeditors, LLC March 2012 - Present
Fastfreight Expeditors, LLC August 2011 - March 2012
Conemaugh Health System May 2009 - August 2009
CBIZ December 2008 - January 2009
Skills
Transportation, Truckload, Intermodal, Freight, Trucking, Logistics, Shipping, Transportation..., 3PL, Transportation..., Cost, Budgeting, Operations Management, Distribution Center..., P&L, SAP, Budgets, Logistics Management, Customs Regulations, Key Performance..., Customer Service, Process Improvement
Education
Clarion University of Pennsylvania 2008 — 2010
B.S. in Business Administration, Corporate Finance
Penn State University 2007 — 2008
Fastfreight Expeditors, LLC March 2012 - Present
Fastfreight Expeditors, LLC August 2011 - March 2012
Conemaugh Health System May 2009 - August 2009
CBIZ December 2008 - January 2009
Skills
Transportation, Truckload, Intermodal, Freight, Trucking, Logistics, Shipping, Transportation..., 3PL, Transportation..., Cost, Budgeting, Operations Management, Distribution Center..., P&L, SAP, Budgets, Logistics Management, Customs Regulations, Key Performance..., Customer Service, Process Improvement
Education
Clarion University of Pennsylvania 2008 — 2010
B.S. in Business Administration, Corporate Finance
Penn State University 2007 — 2008
Eugene Cherner Eugene Cherner's CBIZ Experience February 2008 - November 2009
Job Corporate Strategy/Finance/M&A
Industry Accounting
Experience
CE Convergence, LLC November 2009 - May 2014
CBIZ February 2008 - November 2009
Wells Fargo August 2004 - February 2008
ITW January 2001 - August 2002
Arthur Andersen August 1999 - January 2001
Skills
Financial Modeling, Due Diligence, Valuation, Executive Management, Financial Analysis, Mergers & Acquisitions, Finance, Strategic Planning, Strategy, Business Strategy, Start-ups, Management, CRM, Leadership, Analysis, Accounting, Consulting
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Accounting, Finance, International Business, Strategy
DePaul University 1995 — 1999
B.S., Accounting / Finance
Adlai E.Stevenson High School 1992 — 1995
CE Convergence, LLC November 2009 - May 2014
CBIZ February 2008 - November 2009
Wells Fargo August 2004 - February 2008
ITW January 2001 - August 2002
Arthur Andersen August 1999 - January 2001
Skills
Financial Modeling, Due Diligence, Valuation, Executive Management, Financial Analysis, Mergers & Acquisitions, Finance, Strategic Planning, Strategy, Business Strategy, Start-ups, Management, CRM, Leadership, Analysis, Accounting, Consulting
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Accounting, Finance, International Business, Strategy
DePaul University 1995 — 1999
B.S., Accounting / Finance
Adlai E.Stevenson High School 1992 — 1995
Hayley Cichacki Hayley Cichacki's CBIZ Experience December 2012 - Present
Job Senior HR Consultant at CBIZ
Industry Human Resources
Experience
CBIZ December 2012 - Present
Sears November 2001 - December 2012
Perma-Graphics August 2006 - February 2007
Skills
Demonstrated achiever, Exceptional knowledge..., Ability to prioritize..., Learning new concepts..., Working well under..., Communicating ideas..., Extensive computer..., •Ability to learn..., Human Resources, Leadership, Time Management, Applicant Tracking..., Benefits Administration, Customer Service, Interviews, College Recruiting, Onboarding, Employee Training, New Hire Orientations, Succession Planning
Education
Webster University 2007 — 2009
B.S., Business w/empahsis in HR
Drury University 2004 — 2006
Some College, Elementary Education
Parkway South High
CBIZ December 2012 - Present
Sears November 2001 - December 2012
Perma-Graphics August 2006 - February 2007
Skills
Demonstrated achiever, Exceptional knowledge..., Ability to prioritize..., Learning new concepts..., Working well under..., Communicating ideas..., Extensive computer..., •Ability to learn..., Human Resources, Leadership, Time Management, Applicant Tracking..., Benefits Administration, Customer Service, Interviews, College Recruiting, Onboarding, Employee Training, New Hire Orientations, Succession Planning
Education
Webster University 2007 — 2009
B.S., Business w/empahsis in HR
Drury University 2004 — 2006
Some College, Elementary Education
Parkway South High
Carl Bishop, PMP Carl Bishop, PMP's CBIZ Experience November 2013 - Present
Job leads enterprise project management
Industry Information Technology and Services
Experience
CBIZ November 2013 - Present
Advanstar October 2006 - May 2013
MC Sign Company February 2003 - September 2006
Alltel May 1994 - April 2002
Penske Logistics March 1990 - May 1994
SanCar Computer Services April 1987 - March 1990
Skills
Certified Project..., ITIL, PMP, Strategic Planning, Building Alliances, PMO, Project Management, Strategy Development, Program Management, Integration, Enterprise Program..., EPM, Strategy, Vendor Management, Business Analysis, Telecommunications, Process Improvement, Team Building, Networking, Team Leadership, Business Process..., IT Management, Agile Project Management, Scrum, Management, Project Portfolio..., Data Center, Agile Methodologies, Enterprise Software, Leadership, Governance, CRM, ERP, Consulting, Visio, Software Project..., Business Intelligence, IT Strategy, Business Process, SharePoint, Software Documentation, Disaster Recovery, MS Project, Requirements Analysis, Cross-functional Team..., Requirements Gathering, Information Technology, IT Operations, Enterprise Architecture, Training
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Information Systems
Lakeland Community College
Associate of Applied Business, Business Information Management
CBIZ November 2013 - Present
Advanstar October 2006 - May 2013
MC Sign Company February 2003 - September 2006
Alltel May 1994 - April 2002
Penske Logistics March 1990 - May 1994
SanCar Computer Services April 1987 - March 1990
Skills
Certified Project..., ITIL, PMP, Strategic Planning, Building Alliances, PMO, Project Management, Strategy Development, Program Management, Integration, Enterprise Program..., EPM, Strategy, Vendor Management, Business Analysis, Telecommunications, Process Improvement, Team Building, Networking, Team Leadership, Business Process..., IT Management, Agile Project Management, Scrum, Management, Project Portfolio..., Data Center, Agile Methodologies, Enterprise Software, Leadership, Governance, CRM, ERP, Consulting, Visio, Software Project..., Business Intelligence, IT Strategy, Business Process, SharePoint, Software Documentation, Disaster Recovery, MS Project, Requirements Analysis, Cross-functional Team..., Requirements Gathering, Information Technology, IT Operations, Enterprise Architecture, Training
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Information Systems
Lakeland Community College
Associate of Applied Business, Business Information Management
Sterling Rider Sterling Rider's CBIZ Experience February 2004 - February 2005
Job Account Specialist at Elizabeth Arden
Industry Consumer Goods
Experience
Elizabeth Arden January 2010 - Present
Elizabeth Arden August 2008 - January 2010
Elizabeth Arden April 2008 - August 2008
Randstad February 2004 - August 2008
Wachovia, A Wells Fargo Company May 2006 - February 2008
CBIZ February 2004 - February 2005
US Air Force May 2002 - June 2003
Education
•International Sport Science Association Academy 2006 — 2007
Certification, Personal Training
Community College of the Air Force 2002 — 2002
Technical Certification, Administrations
University of Phoenix
Associate of Arts, Information Technology
Elizabeth Arden January 2010 - Present
Elizabeth Arden August 2008 - January 2010
Elizabeth Arden April 2008 - August 2008
Randstad February 2004 - August 2008
Wachovia, A Wells Fargo Company May 2006 - February 2008
CBIZ February 2004 - February 2005
US Air Force May 2002 - June 2003
Education
•International Sport Science Association Academy 2006 — 2007
Certification, Personal Training
Community College of the Air Force 2002 — 2002
Technical Certification, Administrations
University of Phoenix
Associate of Arts, Information Technology
Adam McArthur, CFA, ASA Adam McArthur, CFA, ASA's CBIZ Experience October 2013 - Present
Job Managing Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ October 2013 - Present
Strategic Valuation Group, LLC January 2009 - October 2013
BEACo March 2004 - January 2009
Desmond, Marcello & Amster 2001 - 2004
Wedbush Morgan Securities 1997 - 1998
Skills
Valuation, Mergers, Financial Modeling, Business Valuation, Strategy, Private Equity, Estate Planning, Financial Reporting, Portfolio Management, Finance, Real Estate, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Litigation, Real Estate Economics, Financial Analysis, Intangible Assets, Venture Capital, Corporate Finance, Alternative Investments, Restructuring, Financial Advisory, Hedge Funds, Corporate Development, Financial Structuring, Securities, Private Placements, Start-ups, Leadership
Education
California State University-Northridge
B.S., Finance
CBIZ October 2013 - Present
Strategic Valuation Group, LLC January 2009 - October 2013
BEACo March 2004 - January 2009
Desmond, Marcello & Amster 2001 - 2004
Wedbush Morgan Securities 1997 - 1998
Skills
Valuation, Mergers, Financial Modeling, Business Valuation, Strategy, Private Equity, Estate Planning, Financial Reporting, Portfolio Management, Finance, Real Estate, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Litigation, Real Estate Economics, Financial Analysis, Intangible Assets, Venture Capital, Corporate Finance, Alternative Investments, Restructuring, Financial Advisory, Hedge Funds, Corporate Development, Financial Structuring, Securities, Private Placements, Start-ups, Leadership
Education
California State University-Northridge
B.S., Finance
Steven M. Apa, CPA, CFE, CFF, CICA, CFS, CGMA Steven M. Apa, CPA, CFE, CFF, CICA, CFS, CGMA's CBIZ Experience April 2008 - January 2009
Job Manager at New York Power Authority
Industry Accounting
Experience
New York Power Authority October 2009 - Present
CBIZ April 2008 - January 2009
MICHAEL STEVENS PARTNERS, INC December 2005 - April 2008
COLE SAMSEL & BERNSTEIN April 2005 - December 2005
J.H. Cohn LLP (Marden Harrison & Kreuter) July 1998 - April 2005
BENNETT KIELSON STORCH & DESANTIS January 1998 - July 1998
T.D. BANKNORTH (POUGHKEEPSIE SAVINGS BANK) May 1997 - January 1998
FECTEAU & COMPANY, P.C. December 1995 - May 1997
APA SECURITY SYSTEMS November 1988 - December 1995
PRICE WATERHOUSE COOPERS June 1987 - November 1988
Skills
Certified Public..., Certified Fraud Examiner, Certified Financial...
Education
Dutchess Community College 2008 — 2015
Associates, Criminal Justice
Dutchess Community College 2008 — 2013
Associates, Paralegal Studies
Dutchess Community College 2008 — 2012
Associates, General Studies
Suffolk University 1986 — 1986
Continuing Education, Business Finance
Marist College 1984 — 1984
Continuting Education, Accounting
University of Massachusetts Boston 1981 — 1982
Continuing Education, Business Management
Northeastern University 1979 — 1982
Bachelor of Science, Accounting
Dutchess Community College 1977 — 1979
Matriculated, Liberal Arts
Vassar College 1977 — 1979
Matriculated, Music Performance
New York Power Authority October 2009 - Present
CBIZ April 2008 - January 2009
MICHAEL STEVENS PARTNERS, INC December 2005 - April 2008
COLE SAMSEL & BERNSTEIN April 2005 - December 2005
J.H. Cohn LLP (Marden Harrison & Kreuter) July 1998 - April 2005
BENNETT KIELSON STORCH & DESANTIS January 1998 - July 1998
T.D. BANKNORTH (POUGHKEEPSIE SAVINGS BANK) May 1997 - January 1998
FECTEAU & COMPANY, P.C. December 1995 - May 1997
APA SECURITY SYSTEMS November 1988 - December 1995
PRICE WATERHOUSE COOPERS June 1987 - November 1988
Skills
Certified Public..., Certified Fraud Examiner, Certified Financial...
Education
Dutchess Community College 2008 — 2015
Associates, Criminal Justice
Dutchess Community College 2008 — 2013
Associates, Paralegal Studies
Dutchess Community College 2008 — 2012
Associates, General Studies
Suffolk University 1986 — 1986
Continuing Education, Business Finance
Marist College 1984 — 1984
Continuting Education, Accounting
University of Massachusetts Boston 1981 — 1982
Continuing Education, Business Management
Northeastern University 1979 — 1982
Bachelor of Science, Accounting
Dutchess Community College 1977 — 1979
Matriculated, Liberal Arts
Vassar College 1977 — 1979
Matriculated, Music Performance
Kristen Boone's CBIZ Experience April 2015 - Present
Job Employee Benefits Account Manager at CBIZ
Industry Insurance
Experience
CBIZ April 2015 - Present
Employee Benefits Specialist, Inc January 2006 - March 2015
Skills
Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, COBRA, FSA, HRA, HSA, Health Savings Accounts, Employee Benefits, Disability Insurance, Health Insurance, Interviews, Life Insurance, Management, Leadership, Training, Account Management
Education
Cabrini College 2002 — 2005
Bachelor of Science (BS), Mathematics
CBIZ April 2015 - Present
Employee Benefits Specialist, Inc January 2006 - March 2015
Skills
Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, COBRA, FSA, HRA, HSA, Health Savings Accounts, Employee Benefits, Disability Insurance, Health Insurance, Interviews, Life Insurance, Management, Leadership, Training, Account Management
Education
Cabrini College 2002 — 2005
Bachelor of Science (BS), Mathematics
Teresa Crawley Teresa Crawley's CBIZ Experience April 2005 - 2008
Job Physician Credentialing Coordinator at UT Medical Center
Industry Hospital & Health Care
Experience
UT Medical Center February 2014 - Present
Coding/Abstracting January 2008 - February 2014
East Tennessee Medical Group May 2006 - February 2014
CBIZ April 2005 - 2008
Skills
Healthcare, Hospitals, Managed Care, Physicians, Medicine, Healthcare Management, Patient Safety, Nursing, Physician Relations, EHR
Education
Central Piedmont Community College
RHIT
Santa Fe Community College Gainesville FL
Medical Management
St Petersburg High School
UT Medical Center February 2014 - Present
Coding/Abstracting January 2008 - February 2014
East Tennessee Medical Group May 2006 - February 2014
CBIZ April 2005 - 2008
Skills
Healthcare, Hospitals, Managed Care, Physicians, Medicine, Healthcare Management, Patient Safety, Nursing, Physician Relations, EHR
Education
Central Piedmont Community College
RHIT
Santa Fe Community College Gainesville FL
Medical Management
St Petersburg High School
Virginia Clark Virginia Clark's CBIZ Experience 2009 - 2011
Job Managing Director of EPS at Universal Rx
Industry Marketing and Advertising
Experience
Universal Rx November 2011 - Present
CBIZ 2009 - 2011
Access Advertising & Public Relations 2007 - 2009
Skills
Direct Marketing, Advertising, Social Media Marketing, Marketing Communications, Social Media, Event Management, Business Development, Marketing, Management
Education
Christopher Newport University
BSBA, Business, Marketing
Universal Rx November 2011 - Present
CBIZ 2009 - 2011
Access Advertising & Public Relations 2007 - 2009
Skills
Direct Marketing, Advertising, Social Media Marketing, Marketing Communications, Social Media, Event Management, Business Development, Marketing, Management
Education
Christopher Newport University
BSBA, Business, Marketing
Bennett Matthew Bennett Matthew's CBIZ Experience January 2007 - October 2007
Job Financial Analyst at Siemens Healthcare
Industry Hospital & Health Care
Experience
Siemens Healthcare December 2007 - Present
CBIZ January 2007 - October 2007
Enterprise Rent-A-Car August 2003 - April 2006
Skills
Business Analysis, Business Strategy, Business Intelligence, Strategic Planning, Statistical Data..., Statistical Modeling, Data Analysis, Microsoft Excel, Internal Controls, Project Management, Management
Education
Philadelphia University 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bucknell University 1999 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Siemens Healthcare December 2007 - Present
CBIZ January 2007 - October 2007
Enterprise Rent-A-Car August 2003 - April 2006
Skills
Business Analysis, Business Strategy, Business Intelligence, Strategic Planning, Statistical Data..., Statistical Modeling, Data Analysis, Microsoft Excel, Internal Controls, Project Management, Management
Education
Philadelphia University 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bucknell University 1999 — 2003
Bachelor of Science (BS), Business Administration, Management and Operations
Lon Haines Lon Haines's CBIZ Experience 2002 - 2004
Job Vice President at Alvarez & Marsal
Industry Insurance
Experience
Alvarez & Marsal Executive Benefits Consulting 2013 - Present
Haines and Haines 2006 - 2013
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
CBIZ 2002 - 2004
CBIZ 2002 - 2004
Skills
Mergers & Acquisitions, Underwriting, Employee Benefits, Life Insurance, Sales, Budgets, Strategic Planning, Fixed Annuities, Investments, Strategic Financial..., Research, Public Speaking, Account Management, Process Improvement, Team Leadership, Retirement, Finance, Operations Management, Marketing, 401k, Insurance, Legal Writing, Banking, Leadership Development, Team Building, Customer Service, Estate Planning, Coaching, Financial Services, Real Estate, Legal Research, Fundraising, Microsoft Excel, Retirement Planning, Risk Management, Sales Process, Asset Management, Business Development, Financial Analysis, Project Management, Equities, Securities, Editing, Management, Sales Management, Microsoft Office, Sales Operations, Series 63, Series 6, Disability Insurance
Education
The Dickinson School of Law 1971 — 1974
Juris Doctorate
Dickinson College 1967 — 1971
Bachelor of Arts (B.A.), History
Dickinson College 1966 — 1971
BA, History
Temple University - James E. Beasley School of Law
Master of Laws (LLM), Taxation
Alvarez & Marsal Executive Benefits Consulting 2013 - Present
Haines and Haines 2006 - 2013
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
Clark Consulting 2007 - 2010
CBIZ 2002 - 2004
CBIZ 2002 - 2004
Skills
Mergers & Acquisitions, Underwriting, Employee Benefits, Life Insurance, Sales, Budgets, Strategic Planning, Fixed Annuities, Investments, Strategic Financial..., Research, Public Speaking, Account Management, Process Improvement, Team Leadership, Retirement, Finance, Operations Management, Marketing, 401k, Insurance, Legal Writing, Banking, Leadership Development, Team Building, Customer Service, Estate Planning, Coaching, Financial Services, Real Estate, Legal Research, Fundraising, Microsoft Excel, Retirement Planning, Risk Management, Sales Process, Asset Management, Business Development, Financial Analysis, Project Management, Equities, Securities, Editing, Management, Sales Management, Microsoft Office, Sales Operations, Series 63, Series 6, Disability Insurance
Education
The Dickinson School of Law 1971 — 1974
Juris Doctorate
Dickinson College 1967 — 1971
Bachelor of Arts (B.A.), History
Dickinson College 1966 — 1971
BA, History
Temple University - James E. Beasley School of Law
Master of Laws (LLM), Taxation
Christopher Fababe Christopher Fababe's CBIZ Experience August 2015 - Present
Job Applications Systems Analyst at CBIZ
Industry Computer Software
Experience
CBIZ August 2015 - Present
Cleveland Clinic May 2006 - January 2011
Cleveland Clinic May 2001 - May 2006
Skills
Project Management, SAP, SQL, Microsoft SQL Server, Healthcare Information..., Microsoft Office, Visual Studio, Java, C#, Healthcare, SharePoint, Software Documentation, Customer Service, Sales, Process Improvement, Leadership, Management, Microsoft Excel, Strategic Planning, Microsoft Word
Education
Cleveland State University 2012 — 2014
Bachelor's Degree, Information Systems, BBA
CBIZ August 2015 - Present
Cleveland Clinic May 2006 - January 2011
Cleveland Clinic May 2001 - May 2006
Skills
Project Management, SAP, SQL, Microsoft SQL Server, Healthcare Information..., Microsoft Office, Visual Studio, Java, C#, Healthcare, SharePoint, Software Documentation, Customer Service, Sales, Process Improvement, Leadership, Management, Microsoft Excel, Strategic Planning, Microsoft Word
Education
Cleveland State University 2012 — 2014
Bachelor's Degree, Information Systems, BBA
Paul Garverick's CBIZ Experience November 2013 - Present
Job Director of Operations Improvement at CBIZ
Industry Insurance
Experience
CBIZ November 2013 - Present
Adecco Group August 2013 - November 2013
PDG Consulting February 2011 - November 2013
Solomon Consulting November 2012 - August 2013
Newpoint Resources LLC December 2012 - April 2013
ITS Property & Casualty Consulting March 2012 - June 2012
Celeritas Technologies June 2011 - March 2012
Axis Capital September 2008 - November 2010
Prairie Paving, Inc June 2005 - September 2008
FGLH, LLC July 2003 - July 2006
Skills
Business Analysis, Customer Experience, Business Strategy, Project Management, Business Process, Product Management, Customer Acquisition, Process Automation, Business Intelligence, Content Management, Customer Retention, Insurance, New Business Development, Sales Operations, Consulting, Business Process Mapping, Operations Management, Strategic Analysis, Process Management, Technology..., Commercial Insurance, Metrics, Performance Improvement, Business Transformation, Cross-functional Team..., Risk Management, Strategy, IT Strategy, SDLC, Integration, Leadership, E-commerce, Six Sigma, Management, Strategic Planning, Mergers & Acquisitions, Solution Selling, Team Building, Vendor Management, Software Documentation, Executive Management, CRM, Financial Services, Change Management, Outsourcing, Business Development, SaaS, Program Management, Management Consulting, Enterprise Software
Education
DePaul University 1994 — 1995
MBA
Clemson University 1987 — 1991
BS
W.T. Woodson 1983 — 1987
CBIZ November 2013 - Present
Adecco Group August 2013 - November 2013
PDG Consulting February 2011 - November 2013
Solomon Consulting November 2012 - August 2013
Newpoint Resources LLC December 2012 - April 2013
ITS Property & Casualty Consulting March 2012 - June 2012
Celeritas Technologies June 2011 - March 2012
Axis Capital September 2008 - November 2010
Prairie Paving, Inc June 2005 - September 2008
FGLH, LLC July 2003 - July 2006
Skills
Business Analysis, Customer Experience, Business Strategy, Project Management, Business Process, Product Management, Customer Acquisition, Process Automation, Business Intelligence, Content Management, Customer Retention, Insurance, New Business Development, Sales Operations, Consulting, Business Process Mapping, Operations Management, Strategic Analysis, Process Management, Technology..., Commercial Insurance, Metrics, Performance Improvement, Business Transformation, Cross-functional Team..., Risk Management, Strategy, IT Strategy, SDLC, Integration, Leadership, E-commerce, Six Sigma, Management, Strategic Planning, Mergers & Acquisitions, Solution Selling, Team Building, Vendor Management, Software Documentation, Executive Management, CRM, Financial Services, Change Management, Outsourcing, Business Development, SaaS, Program Management, Management Consulting, Enterprise Software
Education
DePaul University 1994 — 1995
MBA
Clemson University 1987 — 1991
BS
W.T. Woodson 1983 — 1987
Joel Cerefice Joel Cerefice's CBIZ Experience April 2003 - February 2005
Job Senior Associate, Tax Technology @ Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps October 2007 - Present
Rash & Associates 2005 - 2007
CBIZ April 2003 - February 2005
Skills
Tax Technology, Technical Support, Quality Assurance, Interpersonal..., End User Training, Training, User Acceptance Testing, Business Solutions..., User Experience, Interpersonal Skills, Property Tax, Tax, Valuation, Financial Analysis, Due Diligence, Accounting, SEC filings, Tax Accounting, Financial Modeling, Fixed Assets, Research, Financial Reporting, Auditing, Financial Accounting, PTMS, Finance, Microsoft Excel, SQL
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Science (BS), Communication, General
College of DuPage 1997 — 1999
Associate's degree
Duff & Phelps October 2007 - Present
Rash & Associates 2005 - 2007
CBIZ April 2003 - February 2005
Skills
Tax Technology, Technical Support, Quality Assurance, Interpersonal..., End User Training, Training, User Acceptance Testing, Business Solutions..., User Experience, Interpersonal Skills, Property Tax, Tax, Valuation, Financial Analysis, Due Diligence, Accounting, SEC filings, Tax Accounting, Financial Modeling, Fixed Assets, Research, Financial Reporting, Auditing, Financial Accounting, PTMS, Finance, Microsoft Excel, SQL
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Science (BS), Communication, General
College of DuPage 1997 — 1999
Associate's degree
Charles Golob Charles Golob's CBIZ Experience June 2015 - Present
Job Senior Tax Manager
Industry Accounting
Experience
CBIZ June 2015 - Present
Windes February 2011 - May 2015
McGladrey 1995 - 2011
RSM McGladrey 1995 - 2011
Skills
Tax Research, Corporate Tax, Tax, CPA, Tax Preparation, Accounting, Partnership Taxation, Income Tax, US GAAP, S Corporations, Tax Accounting, Tax Advisory, Sales Tax, Financial Reporting, Internal Controls, Tax Returns, State Tax, Tax Law, US Tax, GAAP, International Tax, FIN 48, Sarbanes-Oxley Act, FAS109
Education
Golden Gate University 1997 — 2002
MST, Taxation
California State University-San Bernardino - College of Business and Public Administration
B.S., Accounting\Business Administration
CBIZ June 2015 - Present
Windes February 2011 - May 2015
McGladrey 1995 - 2011
RSM McGladrey 1995 - 2011
Skills
Tax Research, Corporate Tax, Tax, CPA, Tax Preparation, Accounting, Partnership Taxation, Income Tax, US GAAP, S Corporations, Tax Accounting, Tax Advisory, Sales Tax, Financial Reporting, Internal Controls, Tax Returns, State Tax, Tax Law, US Tax, GAAP, International Tax, FIN 48, Sarbanes-Oxley Act, FAS109
Education
Golden Gate University 1997 — 2002
MST, Taxation
California State University-San Bernardino - College of Business and Public Administration
B.S., Accounting\Business Administration
Alex Constable Alex Constable's CBIZ Experience October 2005 - May 2008
Job Economic Analysis/ Litigation Consulting, Valuation, ASA
Industry Research
Experience
Constable Consulting, LLC May 2008 - Present
CBIZ October 2005 - May 2008
Burke Rosen and Associates May 1991 - October 2005
Skills
Expert Witness, Economics, Personal Injury, Business Valuation, Intellectual Property, Litigation Consulting, Analysis, Civil Litigation, Litigation Support, Trials, Torts, Claim, Fraud, Dispute Resolution, Commercial Litigation, Legal Research, Litigation
Education
Cleveland State University 1992 — 1998
MBA, Finance and Business Statistics
Cleveland State University 1983 — 1986
BA, Economics
Constable Consulting, LLC May 2008 - Present
CBIZ October 2005 - May 2008
Burke Rosen and Associates May 1991 - October 2005
Skills
Expert Witness, Economics, Personal Injury, Business Valuation, Intellectual Property, Litigation Consulting, Analysis, Civil Litigation, Litigation Support, Trials, Torts, Claim, Fraud, Dispute Resolution, Commercial Litigation, Legal Research, Litigation
Education
Cleveland State University 1992 — 1998
MBA, Finance and Business Statistics
Cleveland State University 1983 — 1986
BA, Economics
Nicole LaValle Nicole LaValle's CBIZ Experience June 2013 - April 2014
Job Principal Benefit Analyst
Industry Human Resources
Experience
Land O' Lakes April 2014 - Present
CBIZ June 2013 - April 2014
CBIZ September 2007 - June 2013
Mercer Health & Benefits May 2001 - March 2007
Integrated Suppliers Alliance February 1997 - May 2001
Skills
Self-funded, Employee Benefits, COBRA, Health Insurance, Benefits Administration, Open Enrollment, Insurance, Underwriting, Disability Insurance, 401k, FMLA, Defined Benefit, HRIS, FSA, Deferred Compensation, Human Resources, Performance Management, Employee Relations, Onboarding, Call Center, Health Savings Accounts, Brokers, Benefits Design, Health Care Reform, ERISA, Human Capital, Cafeteria Plans, Management, Workers Compensation, Selling, Employee Wellness, Employee Wellness..., Customer Service, Group Insurance, Voluntary Employee..., Group Medical, Term Life Insurance, Flexible Spending..., Life Insurance, CRM, Sales, Long-term Care, HRA
Education
Concordia University-St. Paul 2004 — 2007
BA, Organizational Management & Communication
Cretin-Derham Hall 1991 — 1994
Land O' Lakes April 2014 - Present
CBIZ June 2013 - April 2014
CBIZ September 2007 - June 2013
Mercer Health & Benefits May 2001 - March 2007
Integrated Suppliers Alliance February 1997 - May 2001
Skills
Self-funded, Employee Benefits, COBRA, Health Insurance, Benefits Administration, Open Enrollment, Insurance, Underwriting, Disability Insurance, 401k, FMLA, Defined Benefit, HRIS, FSA, Deferred Compensation, Human Resources, Performance Management, Employee Relations, Onboarding, Call Center, Health Savings Accounts, Brokers, Benefits Design, Health Care Reform, ERISA, Human Capital, Cafeteria Plans, Management, Workers Compensation, Selling, Employee Wellness, Employee Wellness..., Customer Service, Group Insurance, Voluntary Employee..., Group Medical, Term Life Insurance, Flexible Spending..., Life Insurance, CRM, Sales, Long-term Care, HRA
Education
Concordia University-St. Paul 2004 — 2007
BA, Organizational Management & Communication
Cretin-Derham Hall 1991 — 1994
Keith Spritz, JD,CPA Keith Spritz, JD,CPA's CBIZ Experience January 2010 - Present
Job Experienced Tax Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ January 2010 - Present
Baker TIlly, LLP August 1993 - January 2010
Coopers & Lybrand March 1985 - August 1993
Skills
Tax, Financial Planning, High Net Worth..., Management Consulting, Forensic Accounting, Tax Controversy, Mergers & Acquisitions, Court Appointed..., Mergers, Strategic Financial..., Income Tax, Corporate Tax, Due Diligence, Corporate Finance, Tax Research, Tax Advisory, Private Equity, Venture Capital, CPA, Business Valuation, International Tax, SEC filings, Tax Accounting, GAAP, Tax Law, US GAAP, Transfer Pricing, Valuation, Financial Analysis, Financial Reporting, Restructuring, Accounting, Financial Accounting, Management, Business Strategy, Strategic Planning, Finance, Strategy
Education
Duquesne University School of Law 1978 — 1981
JD, Law
Temple University - Fox School of Business and Management 1976 — 1978
BBA, Economics
CBIZ January 2010 - Present
Baker TIlly, LLP August 1993 - January 2010
Coopers & Lybrand March 1985 - August 1993
Skills
Tax, Financial Planning, High Net Worth..., Management Consulting, Forensic Accounting, Tax Controversy, Mergers & Acquisitions, Court Appointed..., Mergers, Strategic Financial..., Income Tax, Corporate Tax, Due Diligence, Corporate Finance, Tax Research, Tax Advisory, Private Equity, Venture Capital, CPA, Business Valuation, International Tax, SEC filings, Tax Accounting, GAAP, Tax Law, US GAAP, Transfer Pricing, Valuation, Financial Analysis, Financial Reporting, Restructuring, Accounting, Financial Accounting, Management, Business Strategy, Strategic Planning, Finance, Strategy
Education
Duquesne University School of Law 1978 — 1981
JD, Law
Temple University - Fox School of Business and Management 1976 — 1978
BBA, Economics
Judi Rower SPHR Judi Rower SPHR's CBIZ Experience August 2013 - Present
Job HRIS, Affirmative Action and Compliance at CBIZ
Industry Human Resources
Experience
CBIZ August 2013 - Present
CBIZ Employee Services May 2011 - August 2013
BAE Systems April 2009 - April 2011
BAE Systems July 2008 - May 2009
TEMECULA VALLEY UNIFIED SCHOOL DISTRICT January 2001 - January 2005
Skills
Performance Management, Talent Acquisition, Talent Management, Human Resources, College Recruiting, Interviews, Policy, Recruiting
Education
California Lutheran University 1975 — 1979
Bachelors, Psychology
Hong Kong International School 1971 — 1973
CBIZ August 2013 - Present
CBIZ Employee Services May 2011 - August 2013
BAE Systems April 2009 - April 2011
BAE Systems July 2008 - May 2009
TEMECULA VALLEY UNIFIED SCHOOL DISTRICT January 2001 - January 2005
Skills
Performance Management, Talent Acquisition, Talent Management, Human Resources, College Recruiting, Interviews, Policy, Recruiting
Education
California Lutheran University 1975 — 1979
Bachelors, Psychology
Hong Kong International School 1971 — 1973
Darin Pauls Darin Pauls's CBIZ Experience 1997 - 2000
Job Helping Small To Midsized Organizations To Leverage IT Strategy To Grow Their Business
Industry Information Technology and Services
Experience
Beratung, LLC January 2005 - Present
International Cruise and Excursions, Inc. April 2004 - September 2005
ePartners 2003 - 2004
Landfall Solutions 2002 - 2003
Thomas Havey, LLP August 2001 - September 2002
Aerotech International, Inc. 2000 - 2001
CBIZ 1997 - 2000
Philip Rootberg & Company 1997 - 2000
Skills
CIO Outsourcing, IT Services Outsourcing, Consulting, Managed Services, Business Analysis, Integration, ERP, Acumatica, Strategic Planning, Requirements Analysis, Business Intelligence, Management, Professional Services, SharePoint, Great Plains Software, Enterprise Software, Leadership, Start-ups, Microsoft CRM, Microsoft Dynamics, Cloud Computing, CRM, SSRS, Software Development, Virtualization, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 1999
Taxation
University of Wisconsin-Platteville 1992 — 1993
BS, Accounting, Business Admin
University of Wisconsin-Madison 1990 — 1992
Business
Beratung, LLC January 2005 - Present
International Cruise and Excursions, Inc. April 2004 - September 2005
ePartners 2003 - 2004
Landfall Solutions 2002 - 2003
Thomas Havey, LLP August 2001 - September 2002
Aerotech International, Inc. 2000 - 2001
CBIZ 1997 - 2000
Philip Rootberg & Company 1997 - 2000
Skills
CIO Outsourcing, IT Services Outsourcing, Consulting, Managed Services, Business Analysis, Integration, ERP, Acumatica, Strategic Planning, Requirements Analysis, Business Intelligence, Management, Professional Services, SharePoint, Great Plains Software, Enterprise Software, Leadership, Start-ups, Microsoft CRM, Microsoft Dynamics, Cloud Computing, CRM, SSRS, Software Development, Virtualization, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 1999
Taxation
University of Wisconsin-Platteville 1992 — 1993
BS, Accounting, Business Admin
University of Wisconsin-Madison 1990 — 1992
Business
Kent Connick Kent Connick's CBIZ Experience 2001 - 2004
Job Owner, DaVinci Legacy Group LLC
Industry Marketing and Advertising
Experience
DaVinci Legacy Group April 2010 - Present
DaVinci Legacy Group LLC November 2005 - April 2010
CBIZ 2001 - 2004
SK Consulting 1999 - 2001
Skills
Marketing Strategy, Entrepreneurship, Start-ups, Social Media Marketing, Marketing, Small Business, Email Marketing, Strategic Planning, Advertising, Marketing Communications, Direct Marketing, New Business Development, Integrated Marketing, Product Marketing, Product Development, Product Management, Brand Development
Education
California State University-Fresno 1971 — 1974
Bachelor of Science (B.S.), N/A
DaVinci Legacy Group April 2010 - Present
DaVinci Legacy Group LLC November 2005 - April 2010
CBIZ 2001 - 2004
SK Consulting 1999 - 2001
Skills
Marketing Strategy, Entrepreneurship, Start-ups, Social Media Marketing, Marketing, Small Business, Email Marketing, Strategic Planning, Advertising, Marketing Communications, Direct Marketing, New Business Development, Integrated Marketing, Product Marketing, Product Development, Product Management, Brand Development
Education
California State University-Fresno 1971 — 1974
Bachelor of Science (B.S.), N/A
Lisa Currutt Lisa Currutt's CBIZ Experience January 2015 - Present
Job CFO, Retirement Plan Services
Industry Accounting
Experience
CBIZ January 2015 - Present
CBIZ May 2013 - Present
CBIZ January 2008 - Present
Saint-Gobain Building Distribution (Norandex Reynolds) January 2005 - January 2008
ABB Inc. June 2000 - January 2005
American Greetings March 1997 - June 2000
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis, Corporate Budgeting, Forecasting, Due Diligence, Finance, Sarbanes-Oxley Act, Tax, Process Improvement, Financial Accounting, Auditing, Budgets
Education
Cleveland State University 1997 — 2001
MBA, Finance
University of Mount Union 1992 — 1996
BS, Accounting
Willoughby South High School 1989 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
CBIZ January 2015 - Present
CBIZ May 2013 - Present
CBIZ January 2008 - Present
Saint-Gobain Building Distribution (Norandex Reynolds) January 2005 - January 2008
ABB Inc. June 2000 - January 2005
American Greetings March 1997 - June 2000
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis, Corporate Budgeting, Forecasting, Due Diligence, Finance, Sarbanes-Oxley Act, Tax, Process Improvement, Financial Accounting, Auditing, Budgets
Education
Cleveland State University 1997 — 2001
MBA, Finance
University of Mount Union 1992 — 1996
BS, Accounting
Willoughby South High School 1989 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Erin Gaitten's CBIZ Experience July 2002 - June 2006
Job Contract Administrator at Gudenkauf Corporation
Industry Construction
Experience
Plank's on Broadway December 2014 - Present
Gudenkauf Corporation January 2013 - Present
Gudenkauf Corporation January 2012 - January 2013
napco October 2010 - November 2011
Real Estate Investment Protection Agency (REIPA) July 2006 - October 2010
CBIZ July 2002 - June 2006
Skills
Finance, Access, Leadership, Project Management, Risk Management, Training, Human Resources, Account Management, Public Speaking, Social Media, Analysis, Project Planning, Telecommunications, Teamwork, Process Improvement, Public Relations, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Bryant & Stratton College - Virginia Beach
Business - BBA, AAS
Plank's on Broadway December 2014 - Present
Gudenkauf Corporation January 2013 - Present
Gudenkauf Corporation January 2012 - January 2013
napco October 2010 - November 2011
Real Estate Investment Protection Agency (REIPA) July 2006 - October 2010
CBIZ July 2002 - June 2006
Skills
Finance, Access, Leadership, Project Management, Risk Management, Training, Human Resources, Account Management, Public Speaking, Social Media, Analysis, Project Planning, Telecommunications, Teamwork, Process Improvement, Public Relations, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Bryant & Stratton College - Virginia Beach
Business - BBA, AAS
Ali Homayounfar Ali Homayounfar's CBIZ Experience January 2012 - March 2012
Job Marketing at GEICO
Industry Insurance
Experience
GEICO June 2014 - Present
GEICO November 2013 - June 2014
GEICO May 2012 - September 2013
CBIZ January 2012 - March 2012
Diving Unlimited International August 2011 - December 2011
Hydraulic Repair Estimator August 2011 - December 2011
Diving Unlimited International June 2005 - August 2008
Skills
Sales, Team Leadership, SPSS, Teamwork, Time Management, Accounting, Analysis, Data Analysis, Leadership, Management, Market Research, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Microsoft Office, Salesforce.com, Accounts Payable, Outlook
Education
California State University-San Marcos 2009 — 2011
Bachelors of Science, Business Administration - Marketing
San Diego Mesa College 2005 — 2009
Associates Degree, Marketing
University City High School 2001 — 2005
High School Diploma, Marketing
GEICO June 2014 - Present
GEICO November 2013 - June 2014
GEICO May 2012 - September 2013
CBIZ January 2012 - March 2012
Diving Unlimited International August 2011 - December 2011
Hydraulic Repair Estimator August 2011 - December 2011
Diving Unlimited International June 2005 - August 2008
Skills
Sales, Team Leadership, SPSS, Teamwork, Time Management, Accounting, Analysis, Data Analysis, Leadership, Management, Market Research, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Microsoft Office, Salesforce.com, Accounts Payable, Outlook
Education
California State University-San Marcos 2009 — 2011
Bachelors of Science, Business Administration - Marketing
San Diego Mesa College 2005 — 2009
Associates Degree, Marketing
University City High School 2001 — 2005
High School Diploma, Marketing
Holly Henderson's CBIZ Experience August 2015 - Present
Job Senior Marketing Specialist, Risk & Advisory Services at CBIZ
Industry Financial Services
Experience
CBIZ August 2015 - Present
NineSigma November 2014 - July 2015
NineSigma February 2014 - November 2014
Boy Scouts of America April 2013 - February 2014
Life Line Screening September 2012 - April 2013
NineSigma June 2012 - September 2012
World Health Organization January 2011 - May 2011
Skills
Copy Editing, Writing, Public Relations Skills, Creative Strategy, Corporate Communications, Public Health, Comparative Politics, Teamwork, International Relations, Media Relations, Strategic Communications, Social Media, Event Planning, Social Networking, Editing, Marketing Communications, Press Releases, Blogging, Fundraising, Public Relations, Management, Public Speaking, Sales, Leadership, Strategic Planning, Training, Program Management, Recruiting, Microsoft Office, PowerPoint, Strategy, Research, Salesforce.com, Event Management, Marketing, Microsoft Excel, Social Media Marketing, Microsoft Word, Time Management
Education
Kent State University 2008 — 2012
Bachelor of Arts, International Relations and Comparative Politics, Public Relations, Magna Cum Laude
Cleveland State University
Master of Business Administration (M.B.A.)
CBIZ August 2015 - Present
NineSigma November 2014 - July 2015
NineSigma February 2014 - November 2014
Boy Scouts of America April 2013 - February 2014
Life Line Screening September 2012 - April 2013
NineSigma June 2012 - September 2012
World Health Organization January 2011 - May 2011
Skills
Copy Editing, Writing, Public Relations Skills, Creative Strategy, Corporate Communications, Public Health, Comparative Politics, Teamwork, International Relations, Media Relations, Strategic Communications, Social Media, Event Planning, Social Networking, Editing, Marketing Communications, Press Releases, Blogging, Fundraising, Public Relations, Management, Public Speaking, Sales, Leadership, Strategic Planning, Training, Program Management, Recruiting, Microsoft Office, PowerPoint, Strategy, Research, Salesforce.com, Event Management, Marketing, Microsoft Excel, Social Media Marketing, Microsoft Word, Time Management
Education
Kent State University 2008 — 2012
Bachelor of Arts, International Relations and Comparative Politics, Public Relations, Magna Cum Laude
Cleveland State University
Master of Business Administration (M.B.A.)
Bobette Berno's CBIZ Experience 2003 - 2004
Job Brand Builder | Job Developer
Industry Marketing and Advertising
Experience
Wedl Placement Services Inc. June 2015 - Present
B2 Brand Building March 2015 - Present
College Nannies & Tutors November 2007 - March 2015
Berno Business Development 2004 - 2007
CBIZ 2003 - 2004
Professional Alternatives 1997 - 2002
Skills
Recruiting, Team Building, Leadership, Coaching, Training, Business Development, Customer Service, Management, Interviews, Marketing, Public Speaking, Temporary Placement, Event Planning, Social Networking, Social Media Marketing, Sales, Marketing Communications, Copy Editing, Creative Writing, Copywriting, Digital Marketing, Networking, Marketing Strategy
Education
Concordia College
Business Major English Minor
Wedl Placement Services Inc. June 2015 - Present
B2 Brand Building March 2015 - Present
College Nannies & Tutors November 2007 - March 2015
Berno Business Development 2004 - 2007
CBIZ 2003 - 2004
Professional Alternatives 1997 - 2002
Skills
Recruiting, Team Building, Leadership, Coaching, Training, Business Development, Customer Service, Management, Interviews, Marketing, Public Speaking, Temporary Placement, Event Planning, Social Networking, Social Media Marketing, Sales, Marketing Communications, Copy Editing, Creative Writing, Copywriting, Digital Marketing, Networking, Marketing Strategy
Education
Concordia College
Business Major English Minor
Robert Linger Robert Linger's CBIZ Experience January 2014 - Present
Job Forensic Accountant at CBIZ
Industry Accounting
Experience
CBIZ January 2014 - Present
BYU-Idaho September 2013 - December 2013
CBIZ January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, QuickBooks, Public Speaking, Financial Accounting, Access, Financial Analysis, Windows, Forensic Analysis, Business Valuation, Forensic Accounting, Analysis, Time Management
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Accounting
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Accounting
CBIZ January 2014 - Present
BYU-Idaho September 2013 - December 2013
CBIZ January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, QuickBooks, Public Speaking, Financial Accounting, Access, Financial Analysis, Windows, Forensic Analysis, Business Valuation, Forensic Accounting, Analysis, Time Management
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Accounting
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Accounting
Scott Maguire, MBA's CBIZ Experience June 2005 - August 2007
Job Client Relationship Manager at RGP
Industry Financial Services
Experience
RGP August 2015 - Present
Lockheed Martin August 2014 - August 2015
O'Donnell Associates North January 2014 - August 2014
Lockheed Martin March 2013 - January 2014
Lockheed Martin February 2012 - March 2013
Lockheed Martin September 2010 - February 2012
Lockheed Martin August 2008 - August 2010
California Polytechnic University September 2007 - June 2008
California Polytechnic State University April 2006 - June 2008
CBIZ June 2005 - August 2007
Skills
Financial Analysis, Financial Modeling, Management, Negotiation, Business Development, Leadership, Project Management, Mergers & Acquisitions, Cross-functional Team..., Integration, Venture Capital, Private Equity, Due Diligence, Growth Capital, Leadership Development, Quantitative Research, Valuation, Microsoft Excel, Financial Reporting, Employee Benefits, PeopleSoft, Compensation & Benefit, Union Organizing..., Human Resources, Labor Relations, Microsoft Office, Union Relations
Education
Santa Clara University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Dean's List- Beta Gamma Sigma Inductee
Cal Poly San Luis Obispo 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Bellarmine College Preparatory 2000 — 2004
High School Education
RGP August 2015 - Present
Lockheed Martin August 2014 - August 2015
O'Donnell Associates North January 2014 - August 2014
Lockheed Martin March 2013 - January 2014
Lockheed Martin February 2012 - March 2013
Lockheed Martin September 2010 - February 2012
Lockheed Martin August 2008 - August 2010
California Polytechnic University September 2007 - June 2008
California Polytechnic State University April 2006 - June 2008
CBIZ June 2005 - August 2007
Skills
Financial Analysis, Financial Modeling, Management, Negotiation, Business Development, Leadership, Project Management, Mergers & Acquisitions, Cross-functional Team..., Integration, Venture Capital, Private Equity, Due Diligence, Growth Capital, Leadership Development, Quantitative Research, Valuation, Microsoft Excel, Financial Reporting, Employee Benefits, PeopleSoft, Compensation & Benefit, Union Organizing..., Human Resources, Labor Relations, Microsoft Office, Union Relations
Education
Santa Clara University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Dean's List- Beta Gamma Sigma Inductee
Cal Poly San Luis Obispo 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Bellarmine College Preparatory 2000 — 2004
High School Education
JOANNE MIKOLIC JOANNE MIKOLIC's CBIZ Experience August 2012 - March 2014
Job Very excited to be starting my new job at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2014 - Present
CBIZ August 2012 - March 2014
Lovitt & Touche, Inc. 2006 - 2012
Marsh 1999 - 2003
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Disability Insurance, Life Insurance, Brokers, Health Savings Accounts, Claim, General Insurance, COBRA, Claims Management, Term Life Insurance, Employee Relations, Employee Wellness, Open Enrollment, Accident, Health Care Reform, Marketing, Health Policy, Cafeteria Plans, Flexible Spending..., Group Medical, Insurance Brokerage, Benefits Design
Education
Cleveland State University
Business
Wells Fargo Insurance Services August 2014 - Present
CBIZ August 2012 - March 2014
Lovitt & Touche, Inc. 2006 - 2012
Marsh 1999 - 2003
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Disability Insurance, Life Insurance, Brokers, Health Savings Accounts, Claim, General Insurance, COBRA, Claims Management, Term Life Insurance, Employee Relations, Employee Wellness, Open Enrollment, Accident, Health Care Reform, Marketing, Health Policy, Cafeteria Plans, Flexible Spending..., Group Medical, Insurance Brokerage, Benefits Design
Education
Cleveland State University
Business
Mike Testa's CBIZ Experience March 1994 - September 1996
Job "The ADD Advisor" | Financial Coach | ADD Coach Specializing in Adults with ADD / ADHD
Industry Professional Training & Coaching
Experience
The ADD Advisor December 2012 - Present
The Testa Group October 1997 - December 2012
City of Akron 1996 - 1997
CBIZ March 1994 - September 1996
PwC January 1992 - February 1994
Education
College for Financial Planning 2006 — 2008
Master's Certificate
The University of Akron 1988 — 1993
Bachelor of Applied Science (B.A.Sc.)
Cuyahoga Falls High School 1985 — 1988
The ADD Advisor December 2012 - Present
The Testa Group October 1997 - December 2012
City of Akron 1996 - 1997
CBIZ March 1994 - September 1996
PwC January 1992 - February 1994
Education
College for Financial Planning 2006 — 2008
Master's Certificate
The University of Akron 1988 — 1993
Bachelor of Applied Science (B.A.Sc.)
Cuyahoga Falls High School 1985 — 1988
Nipul Patel Nipul Patel's CBIZ Experience 2003 - 2007
Job Director of Finance at Avnet
Industry Logistics and Supply Chain
Experience
Avnet December 2013 - Present
Honeywell Aerospace June 2011 - December 2013
Honeywell Aerospace July 2009 - June 2011
Honeywell Aerospace March 2007 - July 2009
CBIZ 2003 - 2007
Goodrich Aerospace June 2001 - July 2003
Henkel CEE June 1997 - June 2001
Arthur Andersen LLP 1993 - 1997
Skills
Financial Analysis, Financial Modeling, General Ledger, Forecasting, Accounting, Process Improvement, SAP, Budgeting, Internal Controls, Financial Reporting, Financial Management, Cost Accounting, SOX, Consolidation, Financial Accounting, ERP, Budgets, Auditing, Variance Analysis, Hyperion Enterprise, Strategic Financial..., Sarbanes-Oxley Act, Internal Audit, Managerial Finance, GAAP, Sarbanes-Oxley, Cash Flow, Cash Management, Financial Forecasting, Essbase, SEC filings, US GAAP, Finance, Pricing, Cross-functional Team..., Revenue Recognition, Analysis, Due Diligence, Six Sigma, Strategy, Mergers & Acquisitions, Accounts Payable, Executive Management, P&L, Management, Acquisition Integration, Financial Planning, Hyperion
Education
Case Western Reserve University
MBA, Banking and Finance
Miami University
BS, Accountancy
Avnet December 2013 - Present
Honeywell Aerospace June 2011 - December 2013
Honeywell Aerospace July 2009 - June 2011
Honeywell Aerospace March 2007 - July 2009
CBIZ 2003 - 2007
Goodrich Aerospace June 2001 - July 2003
Henkel CEE June 1997 - June 2001
Arthur Andersen LLP 1993 - 1997
Skills
Financial Analysis, Financial Modeling, General Ledger, Forecasting, Accounting, Process Improvement, SAP, Budgeting, Internal Controls, Financial Reporting, Financial Management, Cost Accounting, SOX, Consolidation, Financial Accounting, ERP, Budgets, Auditing, Variance Analysis, Hyperion Enterprise, Strategic Financial..., Sarbanes-Oxley Act, Internal Audit, Managerial Finance, GAAP, Sarbanes-Oxley, Cash Flow, Cash Management, Financial Forecasting, Essbase, SEC filings, US GAAP, Finance, Pricing, Cross-functional Team..., Revenue Recognition, Analysis, Due Diligence, Six Sigma, Strategy, Mergers & Acquisitions, Accounts Payable, Executive Management, P&L, Management, Acquisition Integration, Financial Planning, Hyperion
Education
Case Western Reserve University
MBA, Banking and Finance
Miami University
BS, Accountancy
Jennifer Teague Good , MPH's CBIZ Experience January 2015 - Present
Job Employee Benefits Specialist at CBIZ
Industry Management Consulting
Experience
CBIZ January 2015 - Present
Simply Healthcare March 2014 - January 2015
Smoky Mountain Home Health and Hospice August 2013 - April 2014
Mountain States Health Alliance January 2013 - April 2013
East Tennessee State University June 2011 - July 2012
G&K Services April 2010 - August 2010
Randstad Work Solutions April 2009 - February 2010
WKPT TV November 2007 - August 2008
TriCities.com June 2007 - November 2007
Skills
Strategic Planning, Sales, Leadership, Employee Benefits, Employee Benefits Design, Voluntary Employee..., Management, Customer Service, Account Management, Healthcare, Healthcare Management, New Business Development, Human Resources, Marketing, Research, Social Networking, Health Services..., Recruiting
Education
East Tennessee State University 2011 — 2012
Graduate Certificate Healthcare Management, Healthcare Management
East Tennessee State University 2011 — 2013
Master of Public Health (M.P.H.), Health Services Administration, 3.7
East Tennessee State University 1994 — 2007
B.S., Interdisciplinary Studies, Environmental Science, Marketing, Management
CBIZ January 2015 - Present
Simply Healthcare March 2014 - January 2015
Smoky Mountain Home Health and Hospice August 2013 - April 2014
Mountain States Health Alliance January 2013 - April 2013
East Tennessee State University June 2011 - July 2012
G&K Services April 2010 - August 2010
Randstad Work Solutions April 2009 - February 2010
WKPT TV November 2007 - August 2008
TriCities.com June 2007 - November 2007
Skills
Strategic Planning, Sales, Leadership, Employee Benefits, Employee Benefits Design, Voluntary Employee..., Management, Customer Service, Account Management, Healthcare, Healthcare Management, New Business Development, Human Resources, Marketing, Research, Social Networking, Health Services..., Recruiting
Education
East Tennessee State University 2011 — 2012
Graduate Certificate Healthcare Management, Healthcare Management
East Tennessee State University 2011 — 2013
Master of Public Health (M.P.H.), Health Services Administration, 3.7
East Tennessee State University 1994 — 2007
B.S., Interdisciplinary Studies, Environmental Science, Marketing, Management
David L. Brown M.S.R.T.'s CBIZ Experience March 2015 - Present
Job WoodmenLife Community Outreach Manager (Eastern Tennessee)
Industry Insurance
Experience
WoodmenLife September 2015 - Present
CBIZ March 2015 - Present
NTA Life November 2013 - February 2015
Catoosa County Schools August 1996 - December 2013
Memorial Hospital February 1999 - August 2002
US Army April 1986 - September 1987
Skills
Coaching, Management, Microsoft Word, Teaching, Team Building, Public Speaking, Microsoft Office, Leadership Development, Training, Healthcare, Staff Development, Social Networking, Customer Service, Insurance, Microsoft Excel, Budgets, PowerPoint, Leadership, Sales, Account Management, Marketing, Small Business, Time Management, Strategic Planning, New Business Development, Sales Management
Education
Walden University 2006 — 2008
Masters Degree, Leadership and Supervision
Covenant College 2002 — 2004
Bachelor of Science (BS), Organizational Management
Chattanooga State Community College 1988 — 1990
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Carson-Newman College 1984 — 1985
Business Administration and Management, General
WoodmenLife September 2015 - Present
CBIZ March 2015 - Present
NTA Life November 2013 - February 2015
Catoosa County Schools August 1996 - December 2013
Memorial Hospital February 1999 - August 2002
US Army April 1986 - September 1987
Skills
Coaching, Management, Microsoft Word, Teaching, Team Building, Public Speaking, Microsoft Office, Leadership Development, Training, Healthcare, Staff Development, Social Networking, Customer Service, Insurance, Microsoft Excel, Budgets, PowerPoint, Leadership, Sales, Account Management, Marketing, Small Business, Time Management, Strategic Planning, New Business Development, Sales Management
Education
Walden University 2006 — 2008
Masters Degree, Leadership and Supervision
Covenant College 2002 — 2004
Bachelor of Science (BS), Organizational Management
Chattanooga State Community College 1988 — 1990
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Carson-Newman College 1984 — 1985
Business Administration and Management, General
Don Aguilar Don Aguilar's CBIZ Experience August 2000 - December 2003
Job
Industry Human Resources
Experience
Silicon Valley Community Foundation October 2010 - Present
Berger/Lewis Accountancy Corporation August 2008 - October 2010
Ellipsis Consulting, Inc. January 2004 - August 2008
CBIZ August 2000 - December 2003
KeyPoint Credit Union June 1999 - August 2000
Skills
Human Resources, Organizational..., Leadership Development, Employee Relations, Executive Coaching, Strategic Planning, Conflict Resolution, HR Strategy, Employee Benefits, HRIS, Leadership, Performance Management, Team Building, Strategy, Management, Training, Talent Management, Recruiting, Consulting, Employee Training, Executive Development, HR Policies
Education
California State University-East Bay
MS, Clinical Counseling (Psychology)
California State University-Sacramento
BA, Communication Studies
Silicon Valley Community Foundation October 2010 - Present
Berger/Lewis Accountancy Corporation August 2008 - October 2010
Ellipsis Consulting, Inc. January 2004 - August 2008
CBIZ August 2000 - December 2003
KeyPoint Credit Union June 1999 - August 2000
Skills
Human Resources, Organizational..., Leadership Development, Employee Relations, Executive Coaching, Strategic Planning, Conflict Resolution, HR Strategy, Employee Benefits, HRIS, Leadership, Performance Management, Team Building, Strategy, Management, Training, Talent Management, Recruiting, Consulting, Employee Training, Executive Development, HR Policies
Education
California State University-East Bay
MS, Clinical Counseling (Psychology)
California State University-Sacramento
BA, Communication Studies
Jason Macko's CBIZ Experience October 2000 - May 2002
Job Project Manager at Dolbey
Industry Hospital & Health Care
Experience
Stryker Spine May 2006 - March 2014
Nigro Karlin Segal Feldstein & Bolno March 2004 - May 2006
CBIZ October 2000 - May 2002
ARAMARK Refreshment Services August 1998 - October 2000
Skills
Contract Negotiation, Accounting, Business Process..., Change Management, Customer Service, Sales Finance, Presenting to Senior..., Shared Services, Compliance Audits, Management Accounting, Quality Auditing, CRM, Project Management, Cross-functional Team..., Integration, Technical Training, User Acceptance Testing, ERP Oracle, Creative Solutions, Customer Centric..., Financial Analysis, Medical Compliance, Procedure Development, Oracle ERP, Sales Operations, Medical Devices, Product Launch, Sales
Education
Cornell University 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cleveland State University 1997 — 1998
Undergraduate Accounting
The Ohio State University Fisher College of Business 2002 — 2002
Graduate Accounting & Finance
Stryker Spine May 2006 - March 2014
Nigro Karlin Segal Feldstein & Bolno March 2004 - May 2006
CBIZ October 2000 - May 2002
ARAMARK Refreshment Services August 1998 - October 2000
Skills
Contract Negotiation, Accounting, Business Process..., Change Management, Customer Service, Sales Finance, Presenting to Senior..., Shared Services, Compliance Audits, Management Accounting, Quality Auditing, CRM, Project Management, Cross-functional Team..., Integration, Technical Training, User Acceptance Testing, ERP Oracle, Creative Solutions, Customer Centric..., Financial Analysis, Medical Compliance, Procedure Development, Oracle ERP, Sales Operations, Medical Devices, Product Launch, Sales
Education
Cornell University 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cleveland State University 1997 — 1998
Undergraduate Accounting
The Ohio State University Fisher College of Business 2002 — 2002
Graduate Accounting & Finance
Ross Baldassaro, M.S. Ross Baldassaro, M.S.'s CBIZ Experience July 2015 - Present
Job National Talent Acquisition Accounting/Finance, Valuation and Risk Advisory Services; at CBIZ
Industry Human Resources
Experience
CBIZ July 2015 - Present
Experis September 2014 - July 2015
Randstad May 2012 - June 2014
US Health Advisors - US Health Group October 2011 - May 2012
Maricopa Workforce Connections - Maricopa County November 2010 - October 2011
Workforce Alliance of South Central Kansas February 2009 - June 2010
Student January 2007 - December 2008
Wyandot Center for Community Behavioral Healthcare, Inc. September 2006 - January 2007
Kansas State University November 2004 - June 2006
Skills
Recruiting, Staffing Services, Talent Management, Qualitative Research, Project Management, Leadership, Organizational..., Sourcing, Temporary Placement, Employee Relations, Workshop Facilitation, Project Planning, Human Resources, Personnel Management, HR Policies, Employee Engagement, Coaching, Community Outreach, New Hire Orientations, Vendor Management, Staff Development, Strategic Planning, Management, Leadership Development, Temporary Staffing, Talent Acquisition, Training, Onboarding, HRIS, Employee Benefits, Technical Recruiting, Payroll, Marketing, Program Management, Interviews, Employee Training, Career Counseling, Applicant Tracking..., College Recruiting, Public Speaking, Performance Management, Analysis, Change Management, Business Development, Resume Writing, Career Development, Policy, Team Building, Cold Calling, PeopleSoft
Education
Kansas State University 2002 — 2006
Bachelor of Arts, Psychology / Spanish
Capella University 2006 — 2008
Master of Science, Industrial/Organizational Psychology
IHS 1998 — 2002
HS Diploma
CBIZ July 2015 - Present
Experis September 2014 - July 2015
Randstad May 2012 - June 2014
US Health Advisors - US Health Group October 2011 - May 2012
Maricopa Workforce Connections - Maricopa County November 2010 - October 2011
Workforce Alliance of South Central Kansas February 2009 - June 2010
Student January 2007 - December 2008
Wyandot Center for Community Behavioral Healthcare, Inc. September 2006 - January 2007
Kansas State University November 2004 - June 2006
Skills
Recruiting, Staffing Services, Talent Management, Qualitative Research, Project Management, Leadership, Organizational..., Sourcing, Temporary Placement, Employee Relations, Workshop Facilitation, Project Planning, Human Resources, Personnel Management, HR Policies, Employee Engagement, Coaching, Community Outreach, New Hire Orientations, Vendor Management, Staff Development, Strategic Planning, Management, Leadership Development, Temporary Staffing, Talent Acquisition, Training, Onboarding, HRIS, Employee Benefits, Technical Recruiting, Payroll, Marketing, Program Management, Interviews, Employee Training, Career Counseling, Applicant Tracking..., College Recruiting, Public Speaking, Performance Management, Analysis, Change Management, Business Development, Resume Writing, Career Development, Policy, Team Building, Cold Calling, PeopleSoft
Education
Kansas State University 2002 — 2006
Bachelor of Arts, Psychology / Spanish
Capella University 2006 — 2008
Master of Science, Industrial/Organizational Psychology
IHS 1998 — 2002
HS Diploma
Susan Bielawski's CBIZ Experience June 2009 - August 2010
Job Director of Marketing at Buckley King LPA
Industry Marketing and Advertising
Experience
Buckley King LPA August 2010 - Present
CBIZ June 2009 - August 2010
CBIZ 2007 - August 2010
Benesch Friedlander Coplan & Aronoff 2003 - 2007
Benesch Friedlander Coplan & Aronoff 1998 - 2001
Weltman, Weinberg & Reis 1984 - 1986
Skills
Marketing, Strategy, Strategic Planning, Business Development, CRM, Integrated Marketing, Leadership, Advertising, Social Media, Online Marketing, Marketing Strategy, Competitive Analysis, Newsletters, Team Building, Marketing Communications, Email Marketing, Small Business, Fundraising, Event Planning, Sales Presentations, B2B Marketing, Nonprofits, Account Management, Social Networking, Contract Negotiation, Business Intelligence, Process Improvement, Budgets, Negotiation, Strategic Partnerships, Entrepreneurship, Social Media Marketing, Public Relations, Human Resources, Business Strategy, Marketing Management, New Business Development, Market Research, Management
Education
Tiffin University
Bachelor of Business Administration (BBA)
Cuyahoga Community College
Associate of Arts (AA), magna cum laude
Richardson Sales Training
William J. Flannery Institute
Buckley King LPA August 2010 - Present
CBIZ June 2009 - August 2010
CBIZ 2007 - August 2010
Benesch Friedlander Coplan & Aronoff 2003 - 2007
Benesch Friedlander Coplan & Aronoff 1998 - 2001
Weltman, Weinberg & Reis 1984 - 1986
Skills
Marketing, Strategy, Strategic Planning, Business Development, CRM, Integrated Marketing, Leadership, Advertising, Social Media, Online Marketing, Marketing Strategy, Competitive Analysis, Newsletters, Team Building, Marketing Communications, Email Marketing, Small Business, Fundraising, Event Planning, Sales Presentations, B2B Marketing, Nonprofits, Account Management, Social Networking, Contract Negotiation, Business Intelligence, Process Improvement, Budgets, Negotiation, Strategic Partnerships, Entrepreneurship, Social Media Marketing, Public Relations, Human Resources, Business Strategy, Marketing Management, New Business Development, Market Research, Management
Education
Tiffin University
Bachelor of Business Administration (BBA)
Cuyahoga Community College
Associate of Arts (AA), magna cum laude
Richardson Sales Training
William J. Flannery Institute
Bick Robbins's CBIZ Experience 2010 - Present
Job President at CBIZ Government Contracting Practice
Industry Financial Services
Experience
CBIZ National Benefit Alliance January 2010 - Present
CBIZ 2010 - Present
National Benefit Alliance, LLC November 1998 - January 2010
Robbins & Gardner, LLC 1993 - 1998
Willis Corroon 1991 - 1993
A. Foster Higgins, Inc. 1988 - 1991
C&B Consulting Group 1984 - 1988
Skills
Strategic Planning, Employee Benefits, Leadership, Management, Process Improvement, Insurance, Mergers & Acquisitions, Program Management, Benefits Administration, Strategy, Service Contract Act...
Education
Brigham Young University—J. Reuben Clark Law School 1978 — 1981
J.D., Law
University of Utah - David Eccles School of Business 1973 — 1978
B.A., Accounting
CBIZ National Benefit Alliance January 2010 - Present
CBIZ 2010 - Present
National Benefit Alliance, LLC November 1998 - January 2010
Robbins & Gardner, LLC 1993 - 1998
Willis Corroon 1991 - 1993
A. Foster Higgins, Inc. 1988 - 1991
C&B Consulting Group 1984 - 1988
Skills
Strategic Planning, Employee Benefits, Leadership, Management, Process Improvement, Insurance, Mergers & Acquisitions, Program Management, Benefits Administration, Strategy, Service Contract Act...
Education
Brigham Young University—J. Reuben Clark Law School 1978 — 1981
J.D., Law
University of Utah - David Eccles School of Business 1973 — 1978
B.A., Accounting
Rusty Besancenez Rusty Besancenez's CBIZ Experience April 2015 - Present
Job Senior Account Executive at CBIZ
Industry Human Resources
Experience
CBIZ April 2015 - Present
Buck Consultants 2006 - March 2015
Huntleigh McGehee 2004 - 2006
Mercer 1995 - 2004
AON (Godwins, Booke & Dickenson/Miller, Mason &Dickenson) 1991 - 1995
Towers Perrin 1985 - 1990
Skills
Consulting, Strategic Planning, Employee Benefits, Health Care Reform, Employee Engagement, Cost Projections, Client Relations, HR Consulting, Team Leadership, Financial Analysis, Employee Wellness..., Change Management, Cost Benefit, Data Analysis, Benefits Administration, Benefits Negotiation, Pharmacy Benefit..., Benefits Design, Health Insurance, Life Insurance, Disability Insurance, Underwriting
Education
Drake University
Bachelor's Degree, Actuarial Science and Accounting
St. Lawrence
St. Lawrence
St. Lawrence
St. Lawrence
St. Lawrence
CBIZ April 2015 - Present
Buck Consultants 2006 - March 2015
Huntleigh McGehee 2004 - 2006
Mercer 1995 - 2004
AON (Godwins, Booke & Dickenson/Miller, Mason &Dickenson) 1991 - 1995
Towers Perrin 1985 - 1990
Skills
Consulting, Strategic Planning, Employee Benefits, Health Care Reform, Employee Engagement, Cost Projections, Client Relations, HR Consulting, Team Leadership, Financial Analysis, Employee Wellness..., Change Management, Cost Benefit, Data Analysis, Benefits Administration, Benefits Negotiation, Pharmacy Benefit..., Benefits Design, Health Insurance, Life Insurance, Disability Insurance, Underwriting
Education
Drake University
Bachelor's Degree, Actuarial Science and Accounting
St. Lawrence
St. Lawrence
St. Lawrence
St. Lawrence
St. Lawrence
Tim Heffron's CBIZ Experience May 2009 - January 2011
Job Controller at SFCS Inc.
Industry Accounting
Experience
SFCS December 2010 - Present
CBIZ May 2009 - January 2011
Ply Gem March 2009 - May 2009
Spectrum Brands April 2008 - February 2009
Edwards Lifesciences January 2006 - March 2008
Edwards Lifesciences January 2000 - December 2005
Baxter Healthcare March 1996 - January 2000
Baxter Healthcare July 1994 - March 1996
Baxter Healthcare July 1991 - July 1994
Baxter Healthcare June 1989 - July 1991
Skills
Forecasting, Accounting, Budgets, Product Costing, Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, JD Edwards, Financial Analysis, Variance Analysis, General Ledger, Internal Controls, Auditing, Financial Audits, Financial Modeling, Corporate Finance, Business Planning, Finance, Strategic Financial..., ERP, Managerial Finance, Account Reconciliation, GAAP, Cash Flow, Financial Statements, Cash Flow Forecasting, Accounts Receivable, Hyperion Enterprise, Analysis, Accounts Payable, Payroll, Tax, Due Diligence, Consolidation, Mergers & Acquisitions, Financial Accounting, Financial Forecasting, US GAAP, Internal Audit, Pricing, Management, Strategic Planning, Journal Entries
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 1986 — 1988
BS, Finance
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Finance
St. John Bosco H.S. 1973 — 1977
SFCS December 2010 - Present
CBIZ May 2009 - January 2011
Ply Gem March 2009 - May 2009
Spectrum Brands April 2008 - February 2009
Edwards Lifesciences January 2006 - March 2008
Edwards Lifesciences January 2000 - December 2005
Baxter Healthcare March 1996 - January 2000
Baxter Healthcare July 1994 - March 1996
Baxter Healthcare July 1991 - July 1994
Baxter Healthcare June 1989 - July 1991
Skills
Forecasting, Accounting, Budgets, Product Costing, Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, JD Edwards, Financial Analysis, Variance Analysis, General Ledger, Internal Controls, Auditing, Financial Audits, Financial Modeling, Corporate Finance, Business Planning, Finance, Strategic Financial..., ERP, Managerial Finance, Account Reconciliation, GAAP, Cash Flow, Financial Statements, Cash Flow Forecasting, Accounts Receivable, Hyperion Enterprise, Analysis, Accounts Payable, Payroll, Tax, Due Diligence, Consolidation, Mergers & Acquisitions, Financial Accounting, Financial Forecasting, US GAAP, Internal Audit, Pricing, Management, Strategic Planning, Journal Entries
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 1986 — 1988
BS, Finance
California State University-Long Beach - College of Business Administration 1986 — 1988
BS, Finance
St. John Bosco H.S. 1973 — 1977
W. Dean DeCicco W. Dean DeCicco's CBIZ Experience July 2004 - September 2006
Job Sr. Recruiter Vice President at Bank of America
Industry Human Resources
Experience
Bank of America Merrill Lynch December 2013 - Present
Fifth Third Bank September 2006 - November 2013
CBIZ July 2004 - September 2006
Group Management Services, Inc. November 2001 - July 2004
Robert Half International September 1998 - September 2001
Skills
Securities, Loans, College Recruiting, Banking, Talent Acquisition, Human Resources, Sales, Onboarding, Leadership, Employee Relations, Employee Benefits, Applicant Tracking..., Recruiting, Strategic Planning, Talent Management, Internet Recruiting, Strategic Sourcing, Executive Sales..., Cold Calling, Business Networking, EEO/AA Compliance, Diversity & Inclusion, Sourcing, Relocation, Background Checks, Employee Engagement, Performance Management, Succession Planning, Finance, Building Relationships, Technical Recruiting, Recruitment Advertising, Student Recruiting, Interviews, Competitive Analysis, Team Management, Relationship Building
Education
Clarion University of Pennsylvania 1988 — 1992
BA, Business
Boardman 1984 — 1988
Diploma
Bank of America Merrill Lynch December 2013 - Present
Fifth Third Bank September 2006 - November 2013
CBIZ July 2004 - September 2006
Group Management Services, Inc. November 2001 - July 2004
Robert Half International September 1998 - September 2001
Skills
Securities, Loans, College Recruiting, Banking, Talent Acquisition, Human Resources, Sales, Onboarding, Leadership, Employee Relations, Employee Benefits, Applicant Tracking..., Recruiting, Strategic Planning, Talent Management, Internet Recruiting, Strategic Sourcing, Executive Sales..., Cold Calling, Business Networking, EEO/AA Compliance, Diversity & Inclusion, Sourcing, Relocation, Background Checks, Employee Engagement, Performance Management, Succession Planning, Finance, Building Relationships, Technical Recruiting, Recruitment Advertising, Student Recruiting, Interviews, Competitive Analysis, Team Management, Relationship Building
Education
Clarion University of Pennsylvania 1988 — 1992
BA, Business
Boardman 1984 — 1988
Diploma
Trina Summerour Trina Summerour's CBIZ Experience April 2002 - February 2010
Job at
Industry Medical Devices
Experience
Piedmont Healthcare September 2013 - Present
Sleepmed Therapy Services July 2011 - Present
CBIZ April 2002 - February 2010
PROMINA Health System June 2001 - April 2002
Skills
Financial Reporting, Invoicing, Medicare, Medical Billing, Accounting, Accounts Receivable, Call Centers, Revenue Cycle, Employee Benefits, Claim, Healthcare, Medicaid, HIPAA, Health Insurance, Process Improvement, Outlook, Managed Care
Education
Chattahoochee Technical College 2001 — 2001
Piedmont Healthcare September 2013 - Present
Sleepmed Therapy Services July 2011 - Present
CBIZ April 2002 - February 2010
PROMINA Health System June 2001 - April 2002
Skills
Financial Reporting, Invoicing, Medicare, Medical Billing, Accounting, Accounts Receivable, Call Centers, Revenue Cycle, Employee Benefits, Claim, Healthcare, Medicaid, HIPAA, Health Insurance, Process Improvement, Outlook, Managed Care
Education
Chattahoochee Technical College 2001 — 2001
Katelyn Siegfried Katelyn Siegfried's CBIZ Experience May 2006 - March 2007
Job Skilled Marketing Professional
Industry Marketing and Advertising
Experience
Ascena Retail Group, Inc. July 2014 - Present
Nilear December 2012 - July 2014
Charming Shoppes June 2009 - November 2012
Charming Shoppes April 2008 - June 2009
Wlibraham, Lawler & Buba October 2007 - April 2008
Unisys Corporation March 2007 - September 2007
CBIZ May 2006 - March 2007
Landshark Promotions September 2005 - March 2007
Skills
Advertising, Marketing Communications, Direct Marketing, Mobile Marketing, Retail, Brand Awareness, Brand Development, Facebook, Market Planning, Media Planning, Leadership, Customer Retention, Customer Acquisition, Sales Promotion, Grassroots Marketing, Event Management, Text Marketing, Organized Multi-tasker, Result Oriented, Sales, Fashion, Increasing Brand..., Doer, Problem Solving, Forward Thinking, Vendor Management Skills, Brand Developement, Team-oriented, Customer Service, Trade Shows, Customer Satisfaction
Education
Drexel University
Bachelor's degree, Business Administration with Marketing Concentration
Archbishop Wood High School
St. Bede
St. Bede
Ascena Retail Group, Inc. July 2014 - Present
Nilear December 2012 - July 2014
Charming Shoppes June 2009 - November 2012
Charming Shoppes April 2008 - June 2009
Wlibraham, Lawler & Buba October 2007 - April 2008
Unisys Corporation March 2007 - September 2007
CBIZ May 2006 - March 2007
Landshark Promotions September 2005 - March 2007
Skills
Advertising, Marketing Communications, Direct Marketing, Mobile Marketing, Retail, Brand Awareness, Brand Development, Facebook, Market Planning, Media Planning, Leadership, Customer Retention, Customer Acquisition, Sales Promotion, Grassroots Marketing, Event Management, Text Marketing, Organized Multi-tasker, Result Oriented, Sales, Fashion, Increasing Brand..., Doer, Problem Solving, Forward Thinking, Vendor Management Skills, Brand Developement, Team-oriented, Customer Service, Trade Shows, Customer Satisfaction
Education
Drexel University
Bachelor's degree, Business Administration with Marketing Concentration
Archbishop Wood High School
St. Bede
St. Bede
Anastasia Antonova, CPA, MST Anastasia Antonova, CPA, MST's CBIZ Experience February 2008 - February 2012
Job Tax Manager at EKS&H
Industry Accounting
Brittany Marshall Brittany Marshall's CBIZ Experience 1996 - 2000
Job Consulting Services
Industry Financial Services
Experience
Marshall Enterprises June 2011 - Present
First National Bank of Omaha May 2009 - June 2011
Fiserv Investment Support Services 2000 - January 2009
Fiserv Investment Support Services 2001 - 2002
Fiserv Investment Support Services 2000 - 2001
Fiserv Investment Support Services 2000 - 2000
CBIZ 1996 - 2000
Skills
Process Improvement, Business Analysis, Vendor Management
Education
Colorado State University 2000 — 2002
Marshall Enterprises June 2011 - Present
First National Bank of Omaha May 2009 - June 2011
Fiserv Investment Support Services 2000 - January 2009
Fiserv Investment Support Services 2001 - 2002
Fiserv Investment Support Services 2000 - 2001
Fiserv Investment Support Services 2000 - 2000
CBIZ 1996 - 2000
Skills
Process Improvement, Business Analysis, Vendor Management
Education
Colorado State University 2000 — 2002
Christine Petrilla, CPA's CBIZ Experience October 2007 - October 2010
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC October 2010 - Present
CBIZ October 2007 - October 2010
Coventry First 2005 - 2007
Brinker Capital October 2003 - February 2005
Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns
Education
Cabrini College 2001 — 2005
BS, Accounting, Finance
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC October 2010 - Present
CBIZ October 2007 - October 2010
Coventry First 2005 - 2007
Brinker Capital October 2003 - February 2005
Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns
Education
Cabrini College 2001 — 2005
BS, Accounting, Finance
Kathy Katotakis's CBIZ Experience 2007 - Present
Job Area Manager at CBIZ
Industry Human Resources
Experience
CBIZ 2007 - Present
Paychex December 2006 - December 2007
Cision January 2003 - December 2006
Skills
COBRA, HRIS, Payroll, Human Resources, Employee Relations, Employee Benefits, Insurance, Business Development, Sales, Benefits Administration, Recruiting, Performance Management, Leadership, Talent Acquisition, Cold Calling, Talent Management, Onboarding
Education
California State University Stanislaus
B.S.
CBIZ 2007 - Present
Paychex December 2006 - December 2007
Cision January 2003 - December 2006
Skills
COBRA, HRIS, Payroll, Human Resources, Employee Relations, Employee Benefits, Insurance, Business Development, Sales, Benefits Administration, Recruiting, Performance Management, Leadership, Talent Acquisition, Cold Calling, Talent Management, Onboarding
Education
California State University Stanislaus
B.S.
Linda Lloyd's CBIZ Experience October 1998 - May 2015
Job Legal Secretary at Ulmer & Berne LLP
Industry Management Consulting
Experience
Ulmer & Berne LLP June 2015 - Present
CBIZ October 1998 - May 2015
Baker & Hostetler LLP August 1989 - October 1998
Jeffries, Kube, Forrest, & Monteleone Co., L.P.A. 1987 - 1989
Skills
Administrative..., Travel Arrangements, Outlook, Microsoft Excel, Microsoft Office, Meeting Planning, Executive Support, PowerPoint, Prezi
Education
David N. Myers University
Paralegal Studies
Ulmer & Berne LLP June 2015 - Present
CBIZ October 1998 - May 2015
Baker & Hostetler LLP August 1989 - October 1998
Jeffries, Kube, Forrest, & Monteleone Co., L.P.A. 1987 - 1989
Skills
Administrative..., Travel Arrangements, Outlook, Microsoft Excel, Microsoft Office, Meeting Planning, Executive Support, PowerPoint, Prezi
Education
David N. Myers University
Paralegal Studies
Kellie Lanford Kellie Lanford's CBIZ Experience March 2012 - Present
Job Senior Manager, National State and Local Tax at CBIZ
Industry Accounting
Experience
CBIZ March 2012 - Present
Tiger Golf Gathering Foundation 2005 - Present
Dow Lohnes Price Tax Consulting Group LLC June 2007 - February 2012
PricewaterhouseCoopers January 2001 - May 2007
Deloitte & Touche September 1996 - December 2000
Skills
State and local tax..., Audit and appeals for..., Audit and appeals for..., Audit and appeals for..., Unclaimed property..., Income Tax, Auditing, Tax, State Tax, Finance
Education
Clemson University 1995 — 1996
MPAcc, Taxation
Converse College 1991 — 1995
B.S., Accounting, Marketing
CBIZ March 2012 - Present
Tiger Golf Gathering Foundation 2005 - Present
Dow Lohnes Price Tax Consulting Group LLC June 2007 - February 2012
PricewaterhouseCoopers January 2001 - May 2007
Deloitte & Touche September 1996 - December 2000
Skills
State and local tax..., Audit and appeals for..., Audit and appeals for..., Audit and appeals for..., Unclaimed property..., Income Tax, Auditing, Tax, State Tax, Finance
Education
Clemson University 1995 — 1996
MPAcc, Taxation
Converse College 1991 — 1995
B.S., Accounting, Marketing
April Braun's CBIZ Experience 2000 - 2001
Job Senior Director, Global Finance and Accounting at Paragon Relocation
Industry Financial Services
Experience
Paragon Relocation February 2015 - Present
SIRVA March 2011 - February 2015
SIRVA May 2006 - March 2011
SIRVA 2004 - May 2006
SIRVA 2001 - 2004
CBIZ 2000 - 2001
Cleveland Institute of Music 1998 - 2000
Skills
Certified Relocation..., Supervisory Leadership..., Train the Trainer..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook, ReloAdvantage Software, Relocation Expense..., Relocation Tax, Corporate Relocation, Relocation, Auditing, Account Reconciliation, Leadership, Analysis, General Ledger, Management, Finance, Sarbanes-Oxley Act, Training, Invoicing, Accounting, Process Improvement, Customer Service
Education
Indiana Wesleyan University 2008 — 2013
Master of Business Administration (MBA)
Cleveland State University 1998 — 2002
Bachelor's degree
Lakeland Community College 1995 — 1998
Associates of Applied Business
University of Dayton 1992 — 1994
Paragon Relocation February 2015 - Present
SIRVA March 2011 - February 2015
SIRVA May 2006 - March 2011
SIRVA 2004 - May 2006
SIRVA 2001 - 2004
CBIZ 2000 - 2001
Cleveland Institute of Music 1998 - 2000
Skills
Certified Relocation..., Supervisory Leadership..., Train the Trainer..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook, ReloAdvantage Software, Relocation Expense..., Relocation Tax, Corporate Relocation, Relocation, Auditing, Account Reconciliation, Leadership, Analysis, General Ledger, Management, Finance, Sarbanes-Oxley Act, Training, Invoicing, Accounting, Process Improvement, Customer Service
Education
Indiana Wesleyan University 2008 — 2013
Master of Business Administration (MBA)
Cleveland State University 1998 — 2002
Bachelor's degree
Lakeland Community College 1995 — 1998
Associates of Applied Business
University of Dayton 1992 — 1994
Lorrie Miller's CBIZ Experience 2001 - 2005
Job Manager, Consulting Group
Industry Accounting
Experience
Squar Milner Peterson Miranda & Williamson, LLP October 2009 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP March 2005 - January 2010
CBIZ 2001 - 2005
Skills
Financial Reporting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Statements, Financial Accounting, Assurance, CPA, US GAAP, Tax, SEC Filings
Education
California State Polytechnic University-Pomona 1997 — 2001
Accounting
Squar Milner Peterson Miranda & Williamson, LLP October 2009 - Present
Squar, Milner, Peterson, Miranda & Williamson, LLP March 2005 - January 2010
CBIZ 2001 - 2005
Skills
Financial Reporting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Statements, Financial Accounting, Assurance, CPA, US GAAP, Tax, SEC Filings
Education
California State Polytechnic University-Pomona 1997 — 2001
Accounting
Dana Boutain's CBIZ Experience DirectorCBIZ / Mayer Hoffman McCann1988 - Present
Job Director at CBIZ
Industry Accounting
Experience
CBIZ DirectorCBIZ / Mayer Hoffman McCann1988 - Present
Education
California State University-Bakersfield
CBIZ DirectorCBIZ / Mayer Hoffman McCann1988 - Present
Education
California State University-Bakersfield
Mariana Gutierrez Beuchat, CPA, CGMA's CBIZ Experience 2008 - November 2012
Job Audit Manager at Conrad LLP
Industry Accounting
Experience
Conrad LLP June 2014 - Present
Irvine Company December 2012 - May 2014
Mayer Hoffman McCann P.C. October 2008 - November 2012
CBIZ and Mayer Hoffman & McCann P.C. October 2008 - November 2012
CBIZ 2008 - November 2012
Glenn M. Gelman & Associates December 2006 - August 2008
White, Nelson & Co., LLP January 2004 - May 2005
Skills
Auditing, Audit, Payroll, Construction, Insurance, Real Estate Investment, Local Government, Non-profits, Spanish, Internal Controls, Real Estate Transactions, Compliance Audits, Government Compliance, Medicare Compliance, HUD, Single Audits, Overhead Rate Audits, 401k Audits, Affordable Housing, Incentive Agreements, 401k, Quality Auditing, Financial Accounting, Financial Reporting, Internal Audit, Single Audit, Tax, Financial Analysis, Construction Accounting, Medicare, Tax Preparation, CPA, Account Reconciliation, Financial Audits, GAAP, US GAAP
Education
California State University-Fullerton - College of Business and Economics 2002 — 2004
B.A., Accounting & Finance
Pasadena City College 2001 — 2002
Associates Degree, Arts
Arcadia High School 1999 — 2000
Immaculate Conception Academy
Conrad LLP June 2014 - Present
Irvine Company December 2012 - May 2014
Mayer Hoffman McCann P.C. October 2008 - November 2012
CBIZ and Mayer Hoffman & McCann P.C. October 2008 - November 2012
CBIZ 2008 - November 2012
Glenn M. Gelman & Associates December 2006 - August 2008
White, Nelson & Co., LLP January 2004 - May 2005
Skills
Auditing, Audit, Payroll, Construction, Insurance, Real Estate Investment, Local Government, Non-profits, Spanish, Internal Controls, Real Estate Transactions, Compliance Audits, Government Compliance, Medicare Compliance, HUD, Single Audits, Overhead Rate Audits, 401k Audits, Affordable Housing, Incentive Agreements, 401k, Quality Auditing, Financial Accounting, Financial Reporting, Internal Audit, Single Audit, Tax, Financial Analysis, Construction Accounting, Medicare, Tax Preparation, CPA, Account Reconciliation, Financial Audits, GAAP, US GAAP
Education
California State University-Fullerton - College of Business and Economics 2002 — 2004
B.A., Accounting & Finance
Pasadena City College 2001 — 2002
Associates Degree, Arts
Arcadia High School 1999 — 2000
Immaculate Conception Academy
Sandra Burgess's CBIZ Experience May 1998 - August 2000
Job Financial Analyst at Prudential Real Estate and Relocation
Industry Real Estate
Experience
Brookfield Residential Property Services (fka Prudential Real Estate and Relocation Services) February 2001 - May 2012
CBIZ May 1998 - August 2000
Skills
Financial Reporting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Fund Accounting, US GAAP, Accounting, Cash Management, Accounts Payable, Financial Statements, Auditing, Accounts Receivable, Mergers & Acquisitions, Consolidation, General Ledger, Fixed Assets, Hyperion Enterprise, Cash Flow
Education
California State University-Long Beach - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting
Valley Christian
Brookfield Residential Property Services (fka Prudential Real Estate and Relocation Services) February 2001 - May 2012
CBIZ May 1998 - August 2000
Skills
Financial Reporting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Fund Accounting, US GAAP, Accounting, Cash Management, Accounts Payable, Financial Statements, Auditing, Accounts Receivable, Mergers & Acquisitions, Consolidation, General Ledger, Fixed Assets, Hyperion Enterprise, Cash Flow
Education
California State University-Long Beach - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting
Valley Christian
Lyndsay Canada's CBIZ Experience 2003 - 2003
Job Content Marketing Strategist at Brafton Inc.
Industry Marketing and Advertising
Experience
Brafton Inc. March 2015 - Present
Stereo Optical Company, Inc. & Essilor Instruments USA February 2011 - February 2015
Interstate Chemical Company June 2009 - February 2011
Bluestar Mobile Inc. January 2007 - March 2009
Motorola 2006 - 2007
CBIZ 2003 - 2003
Skills
Marketing, Social Media Marketing, Marketing Management, Product Marketing, Marketing Strategy, Account Management, Digital Marketing, Strategic Planning, Competitive Analysis, Strategy, Project Management, Strategic Partnerships, Lead Generation, Sales, Management, Networking, Product Development, Marketing Communications, New Business Development, Market Research, Sales Management, Advertising, Product Management, Business Development, Email Marketing, B2B, Integrated Marketing, Brand Management, Market Development, Cross-functional Team..., Brand Development, Sales Operations, Direct Marketing, Marketing Research, Direct Sales, Event Management, Sales Process, Retail, Trade Shows, Start-ups, Medical Devices, Training, Product Launch, Market Planning, Mobile Devices
Education
Columbia College Chicago 2004 — 2006
BA, Marketing Communication
The University of Kansas
Brafton Inc. March 2015 - Present
Stereo Optical Company, Inc. & Essilor Instruments USA February 2011 - February 2015
Interstate Chemical Company June 2009 - February 2011
Bluestar Mobile Inc. January 2007 - March 2009
Motorola 2006 - 2007
CBIZ 2003 - 2003
Skills
Marketing, Social Media Marketing, Marketing Management, Product Marketing, Marketing Strategy, Account Management, Digital Marketing, Strategic Planning, Competitive Analysis, Strategy, Project Management, Strategic Partnerships, Lead Generation, Sales, Management, Networking, Product Development, Marketing Communications, New Business Development, Market Research, Sales Management, Advertising, Product Management, Business Development, Email Marketing, B2B, Integrated Marketing, Brand Management, Market Development, Cross-functional Team..., Brand Development, Sales Operations, Direct Marketing, Marketing Research, Direct Sales, Event Management, Sales Process, Retail, Trade Shows, Start-ups, Medical Devices, Training, Product Launch, Market Planning, Mobile Devices
Education
Columbia College Chicago 2004 — 2006
BA, Marketing Communication
The University of Kansas
Jason Rubin's CBIZ Experience 1997 - 2001
Job CPA, CFF, ABV, CGMA and CLPF Forensic Financial and Accounting Testifying/Consulting Expert and Professional Fiduciary
Industry Accounting
Experience
Certified Strategies, Inc. 2010 - Present
Munger Tolles & Olson LLP 2004 - 2010
Howrey LLP (a/k/a Cap Analysis Group) 2002 - 2004
PricewaterhouseCoopers 2001 - 2002
CBIZ 1997 - 2001
Kellogg & Andelson 1995 - 1997
Matson, Driscoll & Damico LLP 1991 - 1995
Skills
Litigation Consulting, Forensic Accounting, Certified Fraud Examiner, Litigation, Accounting, Litigation Support, Due Diligence, Civil Litigation, Expert Witness, Fraud, Arbitration, Business Valuation, Auditing, Mediation, Internal Controls, Financial Analysis, CPA, Insurance, Trusts, Forensic Analysis, Securities Litigation, Bankruptcy, Real Estate, Intellectual Property, Financial Accounting, Criminal Law
Education
California State University-Northridge 1990 — 1992
Bachelors, Accounting
Certified Strategies, Inc. 2010 - Present
Munger Tolles & Olson LLP 2004 - 2010
Howrey LLP (a/k/a Cap Analysis Group) 2002 - 2004
PricewaterhouseCoopers 2001 - 2002
CBIZ 1997 - 2001
Kellogg & Andelson 1995 - 1997
Matson, Driscoll & Damico LLP 1991 - 1995
Skills
Litigation Consulting, Forensic Accounting, Certified Fraud Examiner, Litigation, Accounting, Litigation Support, Due Diligence, Civil Litigation, Expert Witness, Fraud, Arbitration, Business Valuation, Auditing, Mediation, Internal Controls, Financial Analysis, CPA, Insurance, Trusts, Forensic Analysis, Securities Litigation, Bankruptcy, Real Estate, Intellectual Property, Financial Accounting, Criminal Law
Education
California State University-Northridge 1990 — 1992
Bachelors, Accounting
Ed Walrath, CPA's CBIZ Experience July 2008 - April 2011
Job Associate Instructor at Dynamix MMA
Industry Accounting
Experience
Dynamix MMA November 2013 - Present
Flekman Baren & Company November 2011 - Present
CBIZ July 2008 - April 2011
CBIZ April 2006 - July 2008
Skills
Internal Controls, GAAP, Financial Accounting, ProSystem fx Tax, Financial Analysis, Assurance, US GAAP, Income Tax, Auditing, Accounting, Fixed Assets, CPA, Financial Audits, Tax Research, Partnership Taxation, Tax, Financial Reporting, Tax Returns, External Audit, GoSystems, Tax Preparation, Corporate Tax, Tax Advisory, Financial Statements, Tax Accounting, General Ledger, Forensic Accounting, QuickBooks
Education
Golden Gate University 2009 — 2013
Master of Science (M.S.), Taxation
California State University-Fullerton - College of Business and Economics 2003 — 2005
BS, Accounting
Capistrano Valley High School 1989 — 1993
Dynamix MMA November 2013 - Present
Flekman Baren & Company November 2011 - Present
CBIZ July 2008 - April 2011
CBIZ April 2006 - July 2008
Skills
Internal Controls, GAAP, Financial Accounting, ProSystem fx Tax, Financial Analysis, Assurance, US GAAP, Income Tax, Auditing, Accounting, Fixed Assets, CPA, Financial Audits, Tax Research, Partnership Taxation, Tax, Financial Reporting, Tax Returns, External Audit, GoSystems, Tax Preparation, Corporate Tax, Tax Advisory, Financial Statements, Tax Accounting, General Ledger, Forensic Accounting, QuickBooks
Education
Golden Gate University 2009 — 2013
Master of Science (M.S.), Taxation
California State University-Fullerton - College of Business and Economics 2003 — 2005
BS, Accounting
Capistrano Valley High School 1989 — 1993
Christine Mandela's CBIZ Experience June 1999 - March 2000
Job Assistant Director IT Services at Ernst & Young
Industry Computer Software
Experience
Ernst & Young LLP January 2001 - Present
PRS Group - Credit General Insurance Company May 2000 - January 2001
CBIZ June 1999 - March 2000
Century Surety Insurance - Subsidiary of CBIZ July 1997 - June 1999
Capitol American Life Insurance Company December 1977 - May 1997
Skills
Business Analysis, Database Design, Database-driven Websites, Data Warehousing, Experienced Business..., MySQL, Operations Management, Product Managers, Project Management, Requirements Analysis, Software Development PHP, Statistical Data..., Systems Analysis, System Requirements, Web Development, Data Analysis, Process Improvement, Access, Product Management
Education
Cleveland State University 1977 — 1983
Bachelor of Arts (BA), Quantitative Business Analysis
Ernst & Young LLP January 2001 - Present
PRS Group - Credit General Insurance Company May 2000 - January 2001
CBIZ June 1999 - March 2000
Century Surety Insurance - Subsidiary of CBIZ July 1997 - June 1999
Capitol American Life Insurance Company December 1977 - May 1997
Skills
Business Analysis, Database Design, Database-driven Websites, Data Warehousing, Experienced Business..., MySQL, Operations Management, Product Managers, Project Management, Requirements Analysis, Software Development PHP, Statistical Data..., Systems Analysis, System Requirements, Web Development, Data Analysis, Process Improvement, Access, Product Management
Education
Cleveland State University 1977 — 1983
Bachelor of Arts (BA), Quantitative Business Analysis
Delores Lawrence's CBIZ Experience January 2000 - March 2004
Job Staff Accountant at Swanson Rink
Industry Accounting
Experience
Swanson Rink December 2014 - Present
Kaiser Permanente November 2012 - December 2014
ClearChoice Management February 2008 - July 2012
Creme de la Creme March 2004 - February 2008
CBIZ January 2000 - March 2004
BCBSNC June 1986 - September 1999
Skills
Cash Flow, Cost Accounting, Auditing, NetSuite, Financial Analysis, Depreciation, Forecasting, Year-end Close, Sales & Use Tax, Accruals, Microsoft Dynamics SL, Mas 90, Monthly Close, FRx, Fixed Asset Management, Year End Accounts, Tax Research, MAS500, General Ledger, Analytics, Internal Controls, Financial Statements, Variance Analysis, Account Reconciliation
Education
Columbia College 2002 — 2005
Bachelor of Arts (B.A.), Accounting, 4.0
Colorado State University 1978 — 1981
Associate of Arts and Sciences (AAS), Accounting, 3.5
Swanson Rink December 2014 - Present
Kaiser Permanente November 2012 - December 2014
ClearChoice Management February 2008 - July 2012
Creme de la Creme March 2004 - February 2008
CBIZ January 2000 - March 2004
BCBSNC June 1986 - September 1999
Skills
Cash Flow, Cost Accounting, Auditing, NetSuite, Financial Analysis, Depreciation, Forecasting, Year-end Close, Sales & Use Tax, Accruals, Microsoft Dynamics SL, Mas 90, Monthly Close, FRx, Fixed Asset Management, Year End Accounts, Tax Research, MAS500, General Ledger, Analytics, Internal Controls, Financial Statements, Variance Analysis, Account Reconciliation
Education
Columbia College 2002 — 2005
Bachelor of Arts (B.A.), Accounting, 4.0
Colorado State University 1978 — 1981
Associate of Arts and Sciences (AAS), Accounting, 3.5
Chris Opalach's CBIZ Experience 2011 - 2013
Job Analyst/Applicagtion Developer at CVS Health
Industry Information Technology and Services
Experience
CVS Health October 2013 - Present
CBIZ 2011 - 2013
Fleet Response January 2009 - August 2011
MultiWeb January 2008 - September 2008
Progressive Insurance January 2004 - November 2007
Progressive Insurance January 2003 - December 2003
Progressive Insurance April 2001 - December 2002
MedE America (Emdion) April 1997 - December 2000
Education
Cleveland State University 1978 — 1996
Bachelor, Engineering/Computer Science
CVS Health October 2013 - Present
CBIZ 2011 - 2013
Fleet Response January 2009 - August 2011
MultiWeb January 2008 - September 2008
Progressive Insurance January 2004 - November 2007
Progressive Insurance January 2003 - December 2003
Progressive Insurance April 2001 - December 2002
MedE America (Emdion) April 1997 - December 2000
Education
Cleveland State University 1978 — 1996
Bachelor, Engineering/Computer Science
Marc Harbatkin's CBIZ Experience September 2006 - February 2008
Job Digital Service Expert at United States Digital Service
Industry Computer Software
Experience
United States Digital Service October 2015 - Present
STC Media Partners October 2013 - October 2015
Starfire Technology, LLC January 2008 - October 2013
CBIZ September 2006 - February 2008
Self-Employed January 2002 - August 2004
Express Returns July 2000 - December 2002
Merrill Lynch November 1990 - June 2000
Skills
Ruby, Ruby on Rails, JavaScript, MySQL, Java, CSS, Software Project..., Analysis, Project Management, SQL, Web Development, Software Development, C++, PHP, HTML, Programming, Data Analysis, Databases, Database Design, Business Analysis, jQuery, Music Production, Strategy, Troubleshooting, Sun Certified Java..., Web Applications, Amazon Web Services..., Musicians, Problem Solving, Sun Certified Java..., Performing Bassist, Git
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
Master's degree, Quantitative Finance
Excelsior College
Bachelor of Science (BS), Liberal Studies/Concentration in Math/CS
Community College of the Air Force
Associate's degree, Electronics Technology/Technician
New York University 2010 — 2010
Certificate, ASP.NET Application Development
United States Digital Service October 2015 - Present
STC Media Partners October 2013 - October 2015
Starfire Technology, LLC January 2008 - October 2013
CBIZ September 2006 - February 2008
Self-Employed January 2002 - August 2004
Express Returns July 2000 - December 2002
Merrill Lynch November 1990 - June 2000
Skills
Ruby, Ruby on Rails, JavaScript, MySQL, Java, CSS, Software Project..., Analysis, Project Management, SQL, Web Development, Software Development, C++, PHP, HTML, Programming, Data Analysis, Databases, Database Design, Business Analysis, jQuery, Music Production, Strategy, Troubleshooting, Sun Certified Java..., Web Applications, Amazon Web Services..., Musicians, Problem Solving, Sun Certified Java..., Performing Bassist, Git
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
Master's degree, Quantitative Finance
Excelsior College
Bachelor of Science (BS), Liberal Studies/Concentration in Math/CS
Community College of the Air Force
Associate's degree, Electronics Technology/Technician
New York University 2010 — 2010
Certificate, ASP.NET Application Development
Brenda Oros's CBIZ Experience 2008 - 2010
Job Benefits Knowledge Content Manager at Accolade, Inc.
Industry Insurance
Experience
Accolade, Inc. March 2013 - Present
Radnor Benefits Group March 2011 - February 2013
Marsh & McLennan Companies, Inc. January 2010 - March 2011
CBIZ 2008 - 2010
Gallagher Benefits Services February 2007 - 2008
Model Consulting, Inc. August 2001 - 2007
RCN 1999 - 2001
Ceridian 1997 - 1999
Frank Vaccaro and Associates 1995 - 1997
Skills
Account Management, Insurance, Customer Relations, Group Benefits Complete..., Expertise in Client..., Employee Benefits, Strategic Planning, COBRA, Health Savings Accounts, Customer Service, Human Resources, Health Insurance, Brokers, Benefits Administration, Employee Relations
Education
Bucks County Community College 1990 — 1992
Associate of Arts (A.A.)
Accolade, Inc. March 2013 - Present
Radnor Benefits Group March 2011 - February 2013
Marsh & McLennan Companies, Inc. January 2010 - March 2011
CBIZ 2008 - 2010
Gallagher Benefits Services February 2007 - 2008
Model Consulting, Inc. August 2001 - 2007
RCN 1999 - 2001
Ceridian 1997 - 1999
Frank Vaccaro and Associates 1995 - 1997
Skills
Account Management, Insurance, Customer Relations, Group Benefits Complete..., Expertise in Client..., Employee Benefits, Strategic Planning, COBRA, Health Savings Accounts, Customer Service, Human Resources, Health Insurance, Brokers, Benefits Administration, Employee Relations
Education
Bucks County Community College 1990 — 1992
Associate of Arts (A.A.)
Lee Knorr's CBIZ Experience August 1999 - Present
Job Director at CBIZ
Industry Accounting
Experience
CBIZ August 1999 - Present
CBIZ/MHM 1999 - Present
CBIZ MHM 1999 - Present
Mayer Hoffman McCann 1999 - Present
Mayer Hoffman McCann P.C. 1999 - Present
Halbert & Katz, P. C. December 1990 - August 1999
Laventhol & Horwath July 1976 - November 1990
Skills
Forensic Accounting, Accounting, Auditing, SEC filings, CPA, Tax, Corporate Tax, GAAP, Financial Analysis, Cash Flow, Internal Controls, Income Tax, Partnership Taxation, Financial Reporting, Tax Research, Tax Accounting, Business Valuation, Tax Preparation, External Audit, US GAAP, Revenue Recognition, Financial Accounting, Tax Returns, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Litigation Consulting, Financial Statements, QuickBooks, Financial Audits, Internal Audit, High Net Worth..., SEC Filings
Education
Drexel University - College of Business and Administration 1971 — 1976
CBIZ August 1999 - Present
CBIZ/MHM 1999 - Present
CBIZ MHM 1999 - Present
Mayer Hoffman McCann 1999 - Present
Mayer Hoffman McCann P.C. 1999 - Present
Halbert & Katz, P. C. December 1990 - August 1999
Laventhol & Horwath July 1976 - November 1990
Skills
Forensic Accounting, Accounting, Auditing, SEC filings, CPA, Tax, Corporate Tax, GAAP, Financial Analysis, Cash Flow, Internal Controls, Income Tax, Partnership Taxation, Financial Reporting, Tax Research, Tax Accounting, Business Valuation, Tax Preparation, External Audit, US GAAP, Revenue Recognition, Financial Accounting, Tax Returns, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Litigation Consulting, Financial Statements, QuickBooks, Financial Audits, Internal Audit, High Net Worth..., SEC Filings
Education
Drexel University - College of Business and Administration 1971 — 1976
Carole Budyak's CBIZ Experience DIRECTORCBIZ MHM, LLC1981 - Present
Job Tax Director at CBIZ
Industry Accounting
Experience
CBIZ DIRECTORCBIZ MHM, LLC1981 - Present
Education
Chicago-Kent College of Law, Illinois Institute of Technology
CBIZ DIRECTORCBIZ MHM, LLC1981 - Present
Education
Chicago-Kent College of Law, Illinois Institute of Technology
Brian Carey's CBIZ Experience March 2007 - Present
Job Vice President, Corporate Development at CBIZ, Inc,
Industry Financial Services
Experience
CBIZ March 2007 - Present
Ferro Corporation 2004 - 2007
National City Corporation 2001 - 2004
Skills
Valuation, Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Due Diligence, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Asset Management
Education
State University of New York at Buffalo - School of Management 1990 — 1992
MBA, Finance and Information Systems
Canisius College 1983 — 1987
BS, Finance
CBIZ March 2007 - Present
Ferro Corporation 2004 - 2007
National City Corporation 2001 - 2004
Skills
Valuation, Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Due Diligence, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Asset Management
Education
State University of New York at Buffalo - School of Management 1990 — 1992
MBA, Finance and Information Systems
Canisius College 1983 — 1987
BS, Finance
Kelly (Roering) Hauck's CBIZ Experience April 2004 - August 2007
Job Partner, The Portal Group
Industry Insurance
Experience
The Portal Group September 2007 - Present
CBIZ April 2004 - August 2007
Standard Insurance Company May 2001 - April 2004
MinCep March 2000 - May 2001
Education
Concordia College 1996 — 2000
Business, Health Care Adminstration
The Portal Group September 2007 - Present
CBIZ April 2004 - August 2007
Standard Insurance Company May 2001 - April 2004
MinCep March 2000 - May 2001
Education
Concordia College 1996 — 2000
Business, Health Care Adminstration
Lisa Monteiro, CPA, CFE's CBIZ Experience February 2000 - July 2003
Job Senior Management Auditor at City of Anaheim
Industry Government Administration
Experience
City of Anaheim April 2012 - Present
CohnReznick LLP March 2008 - March 2010
Orange County Transportation Authority July 2003 - February 2008
CBIZ February 2000 - July 2003
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, Assurance, Risk Assessment, US GAAP, External Audit, Internal Audit, Certified Fraud Examiner, CPA, Forensic Accounting, Sarbanes-Oxley Act, Financial Accounting, GAAP, Financial Audits, QuickBooks, Payroll, Financial Statements, Enterprise Risk..., Accounts Payable, General Ledger, Managerial Finance
Education
California State University-Long Beach - College of Business Administration 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Fullerton 2004 — 2005
Certification, Applied Project Management
DeVry University 1997 — 2000
BS, Accounting
City of Anaheim April 2012 - Present
CohnReznick LLP March 2008 - March 2010
Orange County Transportation Authority July 2003 - February 2008
CBIZ February 2000 - July 2003
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, Assurance, Risk Assessment, US GAAP, External Audit, Internal Audit, Certified Fraud Examiner, CPA, Forensic Accounting, Sarbanes-Oxley Act, Financial Accounting, GAAP, Financial Audits, QuickBooks, Payroll, Financial Statements, Enterprise Risk..., Accounts Payable, General Ledger, Managerial Finance
Education
California State University-Long Beach - College of Business Administration 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Fullerton 2004 — 2005
Certification, Applied Project Management
DeVry University 1997 — 2000
BS, Accounting
Nidhi Bagga's CBIZ Experience April 2006 - June 2006
Job Business Analyst Lead at Department of Veterans Affairs
Industry Accounting
Experience
Department of Veterans Affairs July 2013 - Present
Axentis, a Wolters Kluwer company October 2012 - June 2013
Ernst & Young June 2006 - September 2012
CBIZ April 2006 - June 2006
Progressive Insurance July 2003 - April 2006
Skills
SDLC, Business Analysis, Requirements Gathering, SharePoint, Visio, Requirements Analysis, Process Improvement, Business Process..., Software Project..., IT Strategy, Systems Analysis, SQL, Data Analysis
Education
Cleveland State University 2004 — 2006
MBA
The Ohio State University 1998 — 2003
B.S., Management Information Systems
Department of Veterans Affairs July 2013 - Present
Axentis, a Wolters Kluwer company October 2012 - June 2013
Ernst & Young June 2006 - September 2012
CBIZ April 2006 - June 2006
Progressive Insurance July 2003 - April 2006
Skills
SDLC, Business Analysis, Requirements Gathering, SharePoint, Visio, Requirements Analysis, Process Improvement, Business Process..., Software Project..., IT Strategy, Systems Analysis, SQL, Data Analysis
Education
Cleveland State University 2004 — 2006
MBA
The Ohio State University 1998 — 2003
B.S., Management Information Systems
Rion Safier's CBIZ Experience January 1997 - September 2004
Job Rion Safier Accounting, LLC
Industry Accounting
Experience
Rion Safier Accounting, LLC December 2013 - Present
COSE 2008 - Present
Greater Cleveland Partnership January 2010 - Present
CoreFocal September 2004 - November 2013
CBIZ January 1997 - September 2004
KPMG June 1984 - December 1996
Education
Leadership Cleveland 2012 — 2013
Cleveland State University
BBA, Accounting
Rion Safier Accounting, LLC December 2013 - Present
COSE 2008 - Present
Greater Cleveland Partnership January 2010 - Present
CoreFocal September 2004 - November 2013
CBIZ January 1997 - September 2004
KPMG June 1984 - December 1996
Education
Leadership Cleveland 2012 — 2013
Cleveland State University
BBA, Accounting
Joe Navarro, CPA, CGMA's CBIZ Experience February 2006 - February 2008
Job Business Manager at City of Bakersfield, Dept. of Recreation & Parks
Industry Government Administration
Experience
CalCPA May 2014 - Present
City of Bakersfield July 2009 - Present
US Army December 2008 - November 2009
City of Bakersfield February 2008 - June 2009
CBIZ February 2006 - February 2008
US Army March 1999 - February 2007
Skills
Payroll, Invoicing, Budgets, Accounting, Tax, Accounts Payable, Auditing, Finance, Strategic Planning, Policy, Leadership, Government, Internal Controls, Tax Preparation, Military, GAAP, Microsoft Office, Staff Development, PowerPoint, Internal Audit, Managerial Finance, Financial Statements, Microsoft Excel, Outlook, Microsoft Word, Financial Accounting
Education
Golden Gate University 2013 — 2016
Masters of Science in Taxation, Taxation
California State University-Bakersfield 2000 — 2006
BS - Business Admin, Concentration in Accounting
CalCPA May 2014 - Present
City of Bakersfield July 2009 - Present
US Army December 2008 - November 2009
City of Bakersfield February 2008 - June 2009
CBIZ February 2006 - February 2008
US Army March 1999 - February 2007
Skills
Payroll, Invoicing, Budgets, Accounting, Tax, Accounts Payable, Auditing, Finance, Strategic Planning, Policy, Leadership, Government, Internal Controls, Tax Preparation, Military, GAAP, Microsoft Office, Staff Development, PowerPoint, Internal Audit, Managerial Finance, Financial Statements, Microsoft Excel, Outlook, Microsoft Word, Financial Accounting
Education
Golden Gate University 2013 — 2016
Masters of Science in Taxation, Taxation
California State University-Bakersfield 2000 — 2006
BS - Business Admin, Concentration in Accounting
Trina Poremsky's CBIZ Experience 2002 - 2007
Job Pediatric Nurse
Industry Hospital & Health Care
Experience
Fairview Hospital / Cleveland Clinic September 2014 - Present
Fairview Hospital / Cleveland Clinic May 2012 - September 2014
mealMAKERS September 2006 - May 2008
CBIZ 2002 - 2007
Accenture 1999 - 2002
Education
Cuyahoga Community College 2011 — 2014
Registered Nursing/Registered Nurse
Lehigh University 1995 — 1999
BS, Computer Science
Fairview Hospital / Cleveland Clinic September 2014 - Present
Fairview Hospital / Cleveland Clinic May 2012 - September 2014
mealMAKERS September 2006 - May 2008
CBIZ 2002 - 2007
Accenture 1999 - 2002
Education
Cuyahoga Community College 2011 — 2014
Registered Nursing/Registered Nurse
Lehigh University 1995 — 1999
BS, Computer Science
Matthew Dobay's CBIZ Experience August 2005 - December 2011
Job Tax Manager at Lane Gorman Trubitt PLLC
Industry Accounting
Experience
Lane Gorman Trubitt PLLC August 2014 - Present
Bober Markey Fedorovich December 2011 - August 2014
CBIZ August 2005 - December 2011
Skills
Tax, Tax Preparation, GAAP, Corporate Tax, SEC filings, CPA, Financial Accounting, Income Tax, Tax Research, Partnership Taxation
Education
Cleveland State University 2009 — 2012
Master's degree, Accounting - Tax Focus
Mount Union College 2002 — 2005
Bachelor's degree, Accounting
Lane Gorman Trubitt PLLC August 2014 - Present
Bober Markey Fedorovich December 2011 - August 2014
CBIZ August 2005 - December 2011
Skills
Tax, Tax Preparation, GAAP, Corporate Tax, SEC filings, CPA, Financial Accounting, Income Tax, Tax Research, Partnership Taxation
Education
Cleveland State University 2009 — 2012
Master's degree, Accounting - Tax Focus
Mount Union College 2002 — 2005
Bachelor's degree, Accounting
Bruce Troutman's CBIZ Experience October 1996 - September 2001
Job Owner, MMI Financial Services, LLC
Industry Financial Services
Experience
MMI Financial Services, LLC October 1996 - Present
United States Navy 1990 - 2007
CBIZ October 1996 - September 2001
United States Navy 1979 - 1990
Skills
Small Business, Strategic Planning, Program Management, Risk Management, Leadership, Project Planning, Military, Government, Retirement Planning, Risk Assessment, Team Building, Training, Navy, Wealth Management..., Financial Goals, Estate Planning, Estate Tax Planning, Financial Analysis, Financial Reporting, Goal Setting, Cash Management, Cash Flow, Debt Management, Budgets, Budget Process, Budget Monitoring, Public Speaking, Management Consulting, Project Management, Leadership Development, Start-ups, Retirement, Strategic Financial..., Executive Management, Management
Education
Colorado School of Mines 1993 — 1995
M.S., Environmental Science & Engineering
Rensselaer Polytechnic Institute 1975 — 1979
B.S., Nuclear Engineering
MMI Financial Services, LLC October 1996 - Present
United States Navy 1990 - 2007
CBIZ October 1996 - September 2001
United States Navy 1979 - 1990
Skills
Small Business, Strategic Planning, Program Management, Risk Management, Leadership, Project Planning, Military, Government, Retirement Planning, Risk Assessment, Team Building, Training, Navy, Wealth Management..., Financial Goals, Estate Planning, Estate Tax Planning, Financial Analysis, Financial Reporting, Goal Setting, Cash Management, Cash Flow, Debt Management, Budgets, Budget Process, Budget Monitoring, Public Speaking, Management Consulting, Project Management, Leadership Development, Start-ups, Retirement, Strategic Financial..., Executive Management, Management
Education
Colorado School of Mines 1993 — 1995
M.S., Environmental Science & Engineering
Rensselaer Polytechnic Institute 1975 — 1979
B.S., Nuclear Engineering
Cara Marczewski's CBIZ Experience January 2005 - September 2009
Job Tax Senior at TaxOps
Industry Accounting
Experience
TaxOps August 2013 - Present
The Gates Corporation October 2009 - August 2013
CBIZ January 2005 - September 2009
Skills
Internal Controls, Auditing, US GAAP, GAAP, CPA, SEC filings, Financial Reporting, Business Valuation, Sarbanes-Oxley Act, Tax, Accounting, Due Diligence, External Audit, Financial Analysis, Valuation, Corporate Tax, Mergers & Acquisitions, Financial Accounting, Financial Modeling, Assurance
Education
Colorado State University
Bachelor of Science in Accounting
University of Denver
Master of Taxation
TaxOps August 2013 - Present
The Gates Corporation October 2009 - August 2013
CBIZ January 2005 - September 2009
Skills
Internal Controls, Auditing, US GAAP, GAAP, CPA, SEC filings, Financial Reporting, Business Valuation, Sarbanes-Oxley Act, Tax, Accounting, Due Diligence, External Audit, Financial Analysis, Valuation, Corporate Tax, Mergers & Acquisitions, Financial Accounting, Financial Modeling, Assurance
Education
Colorado State University
Bachelor of Science in Accounting
University of Denver
Master of Taxation
Kimberly Tuck's CBIZ Experience December 2005 - May 2007
Job Large Group Associate at Emerson Reid
Industry Insurance
Experience
Emerson Reid June 2012 - Present
Health Advocate June 2011 - June 2012
CBIZ Benefits & Insurance of PA May 2007 - April 2011
CBIZ December 2005 - May 2007
IKON Office Solutions July 2002 - April 2005
AmeriHealth Administrators September 2001 - July 2002
MediaStream January 1999 - May 2001
Skills
Customer Service, Administrative Support, Office Equipment, Employee Benefits, Cafeteria Plans, Benefits Communication, Flexible Spending..., Health Savings Accounts, PPO, HCPCS, Insurance Verification, Call Center, ACD, Open Enrollment, New Employee Orientation, Job Posting, Youth Mentoring, Insurance Claims, Dialog, Online Databases, Software Training, Microsoft Office, Insurance, New Hire Orientations, Administrative..., Health Insurance, Leadership, Call Centers, Training, Hands-on Training, Benefits Administration, Recruiting, SharePoint, Brokers, Outlook, Claim, Microsoft Excel, Microsoft Word, Dialog Programs, Human Resources, Job Scanning, Marketing, Program Management
Education
Cheyney University of Pennsylvania
Computer Science
Emerson Reid June 2012 - Present
Health Advocate June 2011 - June 2012
CBIZ Benefits & Insurance of PA May 2007 - April 2011
CBIZ December 2005 - May 2007
IKON Office Solutions July 2002 - April 2005
AmeriHealth Administrators September 2001 - July 2002
MediaStream January 1999 - May 2001
Skills
Customer Service, Administrative Support, Office Equipment, Employee Benefits, Cafeteria Plans, Benefits Communication, Flexible Spending..., Health Savings Accounts, PPO, HCPCS, Insurance Verification, Call Center, ACD, Open Enrollment, New Employee Orientation, Job Posting, Youth Mentoring, Insurance Claims, Dialog, Online Databases, Software Training, Microsoft Office, Insurance, New Hire Orientations, Administrative..., Health Insurance, Leadership, Call Centers, Training, Hands-on Training, Benefits Administration, Recruiting, SharePoint, Brokers, Outlook, Claim, Microsoft Excel, Microsoft Word, Dialog Programs, Human Resources, Job Scanning, Marketing, Program Management
Education
Cheyney University of Pennsylvania
Computer Science
Leon Dutkiewicz's CBIZ Experience 1995 - 2000
Job at UK US Tax Services LLP
Industry Accounting
Experience
UK US Tax Services LLP July 2010 - Present
Marcum LLP September 2009 - July 2010
Margolis January 1999 - August 2009
cbiz 1995 - 2000
zelenkofske 1995 - 2000
Skills
Corporate Tax Planning, Personal Tax Planning, Tax Compliance, International Tax..., Tax Representation, International Business..., Mergers & Acquisitions, Financial Planners, Corporate Finance, Due Diligence, Transfer Pricing
Education
Temple University 1988 — 1990
Bachelor's degree, Accounting
Community College of Philadelphia 1986 — 1988
Associate of Science (A.S.), General Studies
UK US Tax Services LLP July 2010 - Present
Marcum LLP September 2009 - July 2010
Margolis January 1999 - August 2009
cbiz 1995 - 2000
zelenkofske 1995 - 2000
Skills
Corporate Tax Planning, Personal Tax Planning, Tax Compliance, International Tax..., Tax Representation, International Business..., Mergers & Acquisitions, Financial Planners, Corporate Finance, Due Diligence, Transfer Pricing
Education
Temple University 1988 — 1990
Bachelor's degree, Accounting
Community College of Philadelphia 1986 — 1988
Associate of Science (A.S.), General Studies
Beth Rodd's CBIZ Experience November 1999 - Present
Job Senior Accountant at CBIZ
Industry Accounting
Experience
CBIZ November 1999 - Present
Skills
Financial Reporting, Internal Controls, Auditing, Account Management, Financial Accounting, Accounting, Accounts Receivable, Financial Analysis, QuickBooks, Tax, Insurance, GAAP, CPA, Internal Audit, Payroll
Education
Bucks County Community College
Delaware Valley College
Ornamental Horticulture
CBIZ November 1999 - Present
Skills
Financial Reporting, Internal Controls, Auditing, Account Management, Financial Accounting, Accounting, Accounts Receivable, Financial Analysis, QuickBooks, Tax, Insurance, GAAP, CPA, Internal Audit, Payroll
Education
Bucks County Community College
Delaware Valley College
Ornamental Horticulture
Christopher K. Sterzel, CPA's CBIZ Experience 2003 - 2005
Job CPA
Industry Accounting
Experience
cbiz mhm January 2005 - January 2011
Mayer Hoffman McCann P.C. (CBIZ Inc.) April 2003 - January 2011
CBIZ 2003 - 2005
Skills
GAAP, Internal Controls, US GAAP, Auditing
Education
California State University San Marcos 1999 — 2002
BS, Business administation
cbiz mhm January 2005 - January 2011
Mayer Hoffman McCann P.C. (CBIZ Inc.) April 2003 - January 2011
CBIZ 2003 - 2005
Skills
GAAP, Internal Controls, US GAAP, Auditing
Education
California State University San Marcos 1999 — 2002
BS, Business administation
Julie Coutant (Millett)'s CBIZ Experience August 1999 - May 2003
Job Chief Financial Officer at Integrated Property Management
Industry Nonprofit Organization Management
Experience
Integrated Property Management May 2015 - Present
Great Outdoors Colorado May 2003 - April 2015
CBIZ August 1999 - May 2003
PricewaterhouseCoopers September 1998 - August 1999
Coopers & Lybrand June 1996 - September 1998
Hemming Morse, Inc. January 1995 - June 1996
Skills
Strategic Planning, Budgets, Financial Reporting, Leadership, GAAP, Financial Analysis, Accounting, Process Improvement, Public Speaking, Nonprofits
Education
Colorado Technical University 2009 — 2011
Master of Business Administration (MBA)
California State University-Chico 1992 — 1994
BA, Accounting
Integrated Property Management May 2015 - Present
Great Outdoors Colorado May 2003 - April 2015
CBIZ August 1999 - May 2003
PricewaterhouseCoopers September 1998 - August 1999
Coopers & Lybrand June 1996 - September 1998
Hemming Morse, Inc. January 1995 - June 1996
Skills
Strategic Planning, Budgets, Financial Reporting, Leadership, GAAP, Financial Analysis, Accounting, Process Improvement, Public Speaking, Nonprofits
Education
Colorado Technical University 2009 — 2011
Master of Business Administration (MBA)
California State University-Chico 1992 — 1994
BA, Accounting
Dipthi Ramakrishnan's CBIZ Experience May 2005 - August 2005
Job Senior Associate Transaction Services at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers December 2010 - Present
Deloitte & Touche January 2007 - December 2010
Deloitte & Touche June 2006 - August 2006
CBIZ May 2005 - August 2005
Education
East Carolina University - College of Business 2004 — 2006
Masters, Accountancy
Christ University, Bangalore 2000 — 2003
Bachelors in Commerce, Accountancy
PricewaterhouseCoopers December 2010 - Present
Deloitte & Touche January 2007 - December 2010
Deloitte & Touche June 2006 - August 2006
CBIZ May 2005 - August 2005
Education
East Carolina University - College of Business 2004 — 2006
Masters, Accountancy
Christ University, Bangalore 2000 — 2003
Bachelors in Commerce, Accountancy
Tony Worick's CBIZ Experience September 2004 - December 2006
Job Manager at PwC
Industry Accounting
Experience
PricewaterhouseCoopers August 2015 - Present
KPMG October 2013 - August 2015
KPMG US October 2011 - October 2013
Reed & Associates March 2010 - October 2011
infoUSA 2008 - March 2010
infoUSA April 2007 - August 2008
CBIZ September 2004 - December 2006
Education
Creighton University 2005 — 2007
BSBA, Accounting
PricewaterhouseCoopers August 2015 - Present
KPMG October 2013 - August 2015
KPMG US October 2011 - October 2013
Reed & Associates March 2010 - October 2011
infoUSA 2008 - March 2010
infoUSA April 2007 - August 2008
CBIZ September 2004 - December 2006
Education
Creighton University 2005 — 2007
BSBA, Accounting
Ruth Abady-Soltanovici's CBIZ Experience October 2003 - September 2007
Job Controller at Amincor Inc.
Industry Financial Services
Experience
Amincor Inc. August 2010 - Present
Capstone Financial Group 2008 - Present
Marks Paneth & Shron LLP September 2007 - December 2008
CBIZ October 2003 - September 2007
CBIZ Business Solutions, Inc 2003 - 2007
Education
City University of New York-Brooklyn College 2000 — 2005
BS, Accounting
Amincor Inc. August 2010 - Present
Capstone Financial Group 2008 - Present
Marks Paneth & Shron LLP September 2007 - December 2008
CBIZ October 2003 - September 2007
CBIZ Business Solutions, Inc 2003 - 2007
Education
City University of New York-Brooklyn College 2000 — 2005
BS, Accounting
Mark Klinn, CPA, MBA's CBIZ Experience September 1995 - July 1998
Job Director of Supply Chain Finance at WeberStephen Products LLC
Industry Accounting
Experience
Weber-Stephen Products LLC January 2013 - Present
Weber Stephen Products (Weber Grills) April 2001 - Present
Ernst & Young July 1998 - April 2001
CBIZ September 1995 - July 1998
Skills
Accounting, Forecasting, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, General Ledger, Cost Accounting, Auditing, Tax, IFRS, Internal Audit, Process Improvement, Finance, Budgets, SAP, Manufacturing, Microsoft Excel, Corporate Tax, Microsoft Office, PowerPoint, Management
Education
Northern Illinois University - College of Business
MBA, Business Administration, 3.7/4.0
DePaul University 1993 — 1995
B.S., Accounting, 3.4/4.0
Weber-Stephen Products LLC January 2013 - Present
Weber Stephen Products (Weber Grills) April 2001 - Present
Ernst & Young July 1998 - April 2001
CBIZ September 1995 - July 1998
Skills
Accounting, Forecasting, Financial Analysis, Financial Accounting, Financial Reporting, Internal Controls, General Ledger, Cost Accounting, Auditing, Tax, IFRS, Internal Audit, Process Improvement, Finance, Budgets, SAP, Manufacturing, Microsoft Excel, Corporate Tax, Microsoft Office, PowerPoint, Management
Education
Northern Illinois University - College of Business
MBA, Business Administration, 3.7/4.0
DePaul University 1993 — 1995
B.S., Accounting, 3.4/4.0
Terri Lastovka, CPA, JD, ASA's CBIZ Experience 1998 - 1999
Job Business Appraiser/Forensic Accountant
Industry Accounting
Experience
Valuation & Litigation Consulting, LLC September 2007 - Present
West Shore Bar Association January 2015 - Present
American Arbitration Association 2009 - Present
Journey of Hope 1999 - Present
Stout Risius Ross 2005 - 2007
Hillow Getsay & Connors 2003 - 2005
Zinner & Co. LLP 2000 - 2003
Klinc & Associates LLC 1999 - 2000
CBIZ 1998 - 1999
Dar-Tech, Inc. 1995 - 1998
Skills
Business Valuation, Forensic Accounting, Valuation, Litigation Support, Tax, Mediation, Accounting, Due Diligence, Expert Witness, Financial Modeling, Collaborative Financial..., Business consulting, Management Consulting, Estate Planning, Family Law, Alternative Dispute..., Litigation, Finance, Small Business, Courts, Financial Advisory, Financial Services, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Private Equity, CPA, Strategic Financial..., Dispute Resolution, Financial Reporting, Corporate Governance, Certified Fraud Examiner, Litigation Consulting, Arbitration, Fraud, Commercial Litigation, Trusts, Intellectual Property, Real Estate, Licensing, Estate Tax Planning, Joint Ventures, Restructuring, Asset Management, Tax Law, Investments, Acquisitions, Risk Management, Internal Controls
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1996
JD, Law
Kent State University 1983 — 1986
BA, Accounting
Lorain County Community College 1982 — 1983
pre-business, business
Valuation & Litigation Consulting, LLC September 2007 - Present
West Shore Bar Association January 2015 - Present
American Arbitration Association 2009 - Present
Journey of Hope 1999 - Present
Stout Risius Ross 2005 - 2007
Hillow Getsay & Connors 2003 - 2005
Zinner & Co. LLP 2000 - 2003
Klinc & Associates LLC 1999 - 2000
CBIZ 1998 - 1999
Dar-Tech, Inc. 1995 - 1998
Skills
Business Valuation, Forensic Accounting, Valuation, Litigation Support, Tax, Mediation, Accounting, Due Diligence, Expert Witness, Financial Modeling, Collaborative Financial..., Business consulting, Management Consulting, Estate Planning, Family Law, Alternative Dispute..., Litigation, Finance, Small Business, Courts, Financial Advisory, Financial Services, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Private Equity, CPA, Strategic Financial..., Dispute Resolution, Financial Reporting, Corporate Governance, Certified Fraud Examiner, Litigation Consulting, Arbitration, Fraud, Commercial Litigation, Trusts, Intellectual Property, Real Estate, Licensing, Estate Tax Planning, Joint Ventures, Restructuring, Asset Management, Tax Law, Investments, Acquisitions, Risk Management, Internal Controls
Education
Cleveland State University - Cleveland-Marshall College of Law 1992 — 1996
JD, Law
Kent State University 1983 — 1986
BA, Accounting
Lorain County Community College 1982 — 1983
pre-business, business
Brett D'Arcy's CBIZ Experience 2003 - January 2011
Job Chief Investment Officer at D'Arcy Capital Management LLC
Industry Financial Services
Experience
D'Arcy Capital Management LLC January 2011 - Present
CBIZ 2003 - January 2011
Skills
Portfolio Management, Asset Managment, Asset Management, Strategic Planning, Investments, Financial Advisory, Bonds, Asset Allocation, Strategic Financial..., Finance, Start-ups, Wealth Management, Retirement Planning, Due Diligence
Education
University of Washington, Michael G. Foster School of Business 2001 — 2003
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Economics
D'Arcy Capital Management LLC January 2011 - Present
CBIZ 2003 - January 2011
Skills
Portfolio Management, Asset Managment, Asset Management, Strategic Planning, Investments, Financial Advisory, Bonds, Asset Allocation, Strategic Financial..., Finance, Start-ups, Wealth Management, Retirement Planning, Due Diligence
Education
University of Washington, Michael G. Foster School of Business 2001 — 2003
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Economics
Robert Karon's CBIZ Experience AttorneyMaun Law FirmJanuary 1970 - October 1972
Job CPA Attorney with experience in estate and sophisticated tax planning
Industry Accounting
Experience
CBIZ MHM, LLC 1975 - Present
CBIZ AttorneyMaun Law FirmJanuary 1970 - October 1972
PwC December 1968 - June 1970
Skills
Tax, Wealth Transfer, Philanthropy, Wealth Accumulation, Succession Planning, Tax Litigation, Auditing, International Tax, Mergers & Acquisitions, Forensic Accounting, SEC filings, Corporate Tax, Tax Research, Tax Law, Accounting, Estate Planning, Income Tax, Budgets, High Net Worth..., Tax Accounting, Mergers, Tax Advisory, Due Diligence, Tax Preparation, Estate Tax Planning, CPA, Business Valuation
Education
Drake University Law School 2000 — 2002
JD, Law
University of Minnesota-Twin Cities 1964 — 1968
Bachelor of Science (BS), Accounting and Related Services
CBIZ MHM, LLC 1975 - Present
CBIZ AttorneyMaun Law FirmJanuary 1970 - October 1972
PwC December 1968 - June 1970
Skills
Tax, Wealth Transfer, Philanthropy, Wealth Accumulation, Succession Planning, Tax Litigation, Auditing, International Tax, Mergers & Acquisitions, Forensic Accounting, SEC filings, Corporate Tax, Tax Research, Tax Law, Accounting, Estate Planning, Income Tax, Budgets, High Net Worth..., Tax Accounting, Mergers, Tax Advisory, Due Diligence, Tax Preparation, Estate Tax Planning, CPA, Business Valuation
Education
Drake University Law School 2000 — 2002
JD, Law
University of Minnesota-Twin Cities 1964 — 1968
Bachelor of Science (BS), Accounting and Related Services
Michael J. Kahler's CBIZ Experience 2003 - 2004
Job Accounting Professional
Industry Accounting
Experience
BCK and Associates LLC 2008 - 2009
Gocial Gerstein LLC 2006 - 2008
Kreischer Miller 2004 - 2006
CBIZ 2003 - 2004
Cooper Electric Supply 2001 - 2003
Philadelphia Housing Authority 1993 - 2001
Romac and Associates 1992 - 1993
Jungers, O'Connell and Bacheler 1991 - 1992
A. Robert Giorgio, P.C. 1990 - 1991
Skills
GAAP, Accounting, QuickBooks, Auditing, Tax, Tax Preparation, Financial Statements, Internal Controls, Fixed Assets, General Ledger, Financial Analysis
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, Accounting
BCK and Associates LLC 2008 - 2009
Gocial Gerstein LLC 2006 - 2008
Kreischer Miller 2004 - 2006
CBIZ 2003 - 2004
Cooper Electric Supply 2001 - 2003
Philadelphia Housing Authority 1993 - 2001
Romac and Associates 1992 - 1993
Jungers, O'Connell and Bacheler 1991 - 1992
A. Robert Giorgio, P.C. 1990 - 1991
Skills
GAAP, Accounting, QuickBooks, Auditing, Tax, Tax Preparation, Financial Statements, Internal Controls, Fixed Assets, General Ledger, Financial Analysis
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, Accounting
Michelle Spratt's CBIZ Experience July 2014 - Present
Job Office Manager at CBIZ
Industry Insurance
Experience
CBIZ July 2014 - Present
Mid Atlantic Clinic of Chiropractic December 2011 - July 2014
Richard A. Davis & Associates August 2011 - March 2013
Medical Management Partners January 2008 - June 2011
Varian Associates July 1985 - August 1995
Skills
Medical Billing, Credentialing, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Office Management, QuickBooks, Strategic Planning, Microsoft Office, Customer Service, Process Improvement, Human Resources, Invoicing, Management, Leadership, Outlook, Healthcare, Public Speaking, Team Building, Training, Accounts Payable, HIPAA, Commercial Insurance, Property & Casualty..., Accounts Receivable
Education
Catonsville Community College 1993 — 1995
AA, Business Adminstration
CBIZ July 2014 - Present
Mid Atlantic Clinic of Chiropractic December 2011 - July 2014
Richard A. Davis & Associates August 2011 - March 2013
Medical Management Partners January 2008 - June 2011
Varian Associates July 1985 - August 1995
Skills
Medical Billing, Credentialing, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Office Management, QuickBooks, Strategic Planning, Microsoft Office, Customer Service, Process Improvement, Human Resources, Invoicing, Management, Leadership, Outlook, Healthcare, Public Speaking, Team Building, Training, Accounts Payable, HIPAA, Commercial Insurance, Property & Casualty..., Accounts Receivable
Education
Catonsville Community College 1993 — 1995
AA, Business Adminstration
Mary Shamray's CBIZ Experience April 2009 - September 2015
Job Lead Business Analyst at Eaton
Industry Accounting
Experience
Eaton September 2015 - Present
CBIZ April 2009 - September 2015
CBIZ April 2007 - April 2009
CBIZ February 2004 - April 2007
GC Services April 2003 - February 2004
Penton Media 2000 - 2002
Penton Media 1996 - 2000
Penton Media 1994 - 1996
Penton Media 1992 - 1994
Penton Media 1986 - 1992
Skills
Process Improvement, Software Documentation, Databases, Disaster Recovery, SQL, Integration, Microsoft Office, Strategic Planning, Microsoft Excel, Budgets, Project Management, Oracle Applications, Oracle SQL, Oracle E-Business Suite, Oracle Reports, Oracle PL/SQL..., Oracle Financial, Oracle Discoverer, Oracle Forms, Oracle Support, Oracle ERP..., Oracle Workflow Builder, Application Integrations, Help Desk Support, Project Planning, SOX Compliancy, User Acceptance Testing, Program Management, Management, PL/SQL, Sarbanes-Oxley Act
Education
University Of Phoenix 2001 — 2003
Bachelor, Business Management
Cuyahoga Community College 1979 — 1981
Associate, Data Processing
Eaton September 2015 - Present
CBIZ April 2009 - September 2015
CBIZ April 2007 - April 2009
CBIZ February 2004 - April 2007
GC Services April 2003 - February 2004
Penton Media 2000 - 2002
Penton Media 1996 - 2000
Penton Media 1994 - 1996
Penton Media 1992 - 1994
Penton Media 1986 - 1992
Skills
Process Improvement, Software Documentation, Databases, Disaster Recovery, SQL, Integration, Microsoft Office, Strategic Planning, Microsoft Excel, Budgets, Project Management, Oracle Applications, Oracle SQL, Oracle E-Business Suite, Oracle Reports, Oracle PL/SQL..., Oracle Financial, Oracle Discoverer, Oracle Forms, Oracle Support, Oracle ERP..., Oracle Workflow Builder, Application Integrations, Help Desk Support, Project Planning, SOX Compliancy, User Acceptance Testing, Program Management, Management, PL/SQL, Sarbanes-Oxley Act
Education
University Of Phoenix 2001 — 2003
Bachelor, Business Management
Cuyahoga Community College 1979 — 1981
Associate, Data Processing
Pam Pearlman's CBIZ Experience July 1997 - December 2000
Job Substitute Teacher at Haynes Preschool
Industry Education Management
Experience
Haynes Preschool September 2013 - Present
Lakewood City Schools September 2012 - Present
Westlake City Schools May 2008 - Present
CBIZ July 1997 - December 2000
Capitol American Life Insuance February 1985 - June 1997
Skills
Special Education, Elementary Education
Education
Cleveland State University 1977 — 2007
B.S. psychology, psychology, education with a minor in information sysytems
Kent State University
Adult and Continuing Education and Teaching, Autism Spectrum Disorders
Haynes Preschool September 2013 - Present
Lakewood City Schools September 2012 - Present
Westlake City Schools May 2008 - Present
CBIZ July 1997 - December 2000
Capitol American Life Insuance February 1985 - June 1997
Skills
Special Education, Elementary Education
Education
Cleveland State University 1977 — 2007
B.S. psychology, psychology, education with a minor in information sysytems
Kent State University
Adult and Continuing Education and Teaching, Autism Spectrum Disorders
Michael Shusko, CPA's CBIZ Experience August 2006 - July 2008
Job Tax Manager at Thomas, Judy & Tucker, P.A.
Industry Accounting
Experience
Thomas, Judy & Tucker, P.A. August 2008 - Present
CBIZ August 2006 - July 2008
Skills
Partnership Taxation, Individual Taxation and..., Nonprofit Taxation, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Tax, CPA, Accounting, General Ledger, Tax Returns, Financial Statements, GAAP, Financial Reporting, Income Tax, QuickBooks, Financial Analysis
Education
East Carolina University - College of Business 2005 — 2006
Master of Science in Accounting, Accounting
University of North Carolina at Wilmington 2001 — 2003
Bachelor of Science, Business Administration
Thomas, Judy & Tucker, P.A. August 2008 - Present
CBIZ August 2006 - July 2008
Skills
Partnership Taxation, Individual Taxation and..., Nonprofit Taxation, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Tax, CPA, Accounting, General Ledger, Tax Returns, Financial Statements, GAAP, Financial Reporting, Income Tax, QuickBooks, Financial Analysis
Education
East Carolina University - College of Business 2005 — 2006
Master of Science in Accounting, Accounting
University of North Carolina at Wilmington 2001 — 2003
Bachelor of Science, Business Administration
Thomas Cathey's CBIZ Experience March 2009 - December 2012
Job Software Project Manager at BioFire Diagnostics, LLC
Industry Information Technology and Services
Experience
BioFire Diagnostics, LLC April 2015 - Present
BioFire Diagnostics, LLC January 2014 - April 2015
BioFire Diagnostics, Inc. December 2012 - January 2014
CBIZ March 2009 - December 2012
Cesar Chavez Middle School September 2004 - June 2005
Skills
Software Documentation, SQL, EDI, Integration, Databases, Scrum, Visio, Process Improvement, Business Analysis, Microsoft SQL Server, Agile Methodologies, Business Intelligence, Software Project..., C#, Visual Studio, SDLC, Business Process, IT Management, Requirements Analysis, Business Process..., Testing, Requirements Gathering, Salesforce.com..., Project Management, Quality Assurance
Education
California State University-Hayward
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Holy Names University
BioFire Diagnostics, LLC April 2015 - Present
BioFire Diagnostics, LLC January 2014 - April 2015
BioFire Diagnostics, Inc. December 2012 - January 2014
CBIZ March 2009 - December 2012
Cesar Chavez Middle School September 2004 - June 2005
Skills
Software Documentation, SQL, EDI, Integration, Databases, Scrum, Visio, Process Improvement, Business Analysis, Microsoft SQL Server, Agile Methodologies, Business Intelligence, Software Project..., C#, Visual Studio, SDLC, Business Process, IT Management, Requirements Analysis, Business Process..., Testing, Requirements Gathering, Salesforce.com..., Project Management, Quality Assurance
Education
California State University-Hayward
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Holy Names University
Sherry Hodgson's CBIZ Experience January 2007 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ January 2007 - Present
Thompson Dunavant PLC January 2006 - July 2011
Thompson Dunavant PLC January 2002 - December 2005
Thompson Dunavant PLC January 2000 - December 2001
Skills
Tax, ProSystem fx Tax, CPA, Income Tax, Tax Research, Partnership Taxation, GAAP, Tax Preparation, Internal Controls, Corporate Tax
Education
University of Mississippi 1998 — 1999
BA, Accounting
Delta State University 1995 — 1999
CBIZ January 2007 - Present
Thompson Dunavant PLC January 2006 - July 2011
Thompson Dunavant PLC January 2002 - December 2005
Thompson Dunavant PLC January 2000 - December 2001
Skills
Tax, ProSystem fx Tax, CPA, Income Tax, Tax Research, Partnership Taxation, GAAP, Tax Preparation, Internal Controls, Corporate Tax
Education
University of Mississippi 1998 — 1999
BA, Accounting
Delta State University 1995 — 1999
Jie Osterman's CBIZ Experience August 2013 - Present
Job Tax Associate at CBIZ
Industry Accounting
Experience
CBIZ August 2013 - Present
CBIZ February 2013 - April 2013
Skills
Bookkeeping, Tax Preparation, Financial Statements, General Ledger
Education
Florida Atlantic University 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Central Michigan University
Bachelor of Business Administration (BBA)
CBIZ August 2013 - Present
CBIZ February 2013 - April 2013
Skills
Bookkeeping, Tax Preparation, Financial Statements, General Ledger
Education
Florida Atlantic University 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Central Michigan University
Bachelor of Business Administration (BBA)
Anoulay Dariphone's CBIZ Experience September 2014 - Present
Job Agent at SEACRET Direct
Industry Cosmetics
Experience
CBIZ September 2014 - Present
SEACRET Direct September 2014 - Present
Accounting & Finance Professionals Inc. March 2014 - September 2014
U.S Security Associates, Inc September 2010 - November 2010
Day & Zimmermann Security Services July 2005 - September 2010
Day & Zimmermann March 2000 - September 2010
Day & Zimmermann Security Services March 2000 - September 2010
Adecco; Transamerica March 1999 - November 1999
Skills
Payroll, Outlook, Access, Employee Benefits, Employee Relations, Human Resources, Project Planning, Microsoft Word, Process Scheduler, Invoicing, Software Documentation, Office Administration, New Hire Orientations, Management, Microsoft Excel, FMLA, Administration
Education
Central Piedmont Community College 1995 — 1999
Associate of Applied Science, Human Resources Generalist; Computer Information Technology
CBIZ September 2014 - Present
SEACRET Direct September 2014 - Present
Accounting & Finance Professionals Inc. March 2014 - September 2014
U.S Security Associates, Inc September 2010 - November 2010
Day & Zimmermann Security Services July 2005 - September 2010
Day & Zimmermann March 2000 - September 2010
Day & Zimmermann Security Services March 2000 - September 2010
Adecco; Transamerica March 1999 - November 1999
Skills
Payroll, Outlook, Access, Employee Benefits, Employee Relations, Human Resources, Project Planning, Microsoft Word, Process Scheduler, Invoicing, Software Documentation, Office Administration, New Hire Orientations, Management, Microsoft Excel, FMLA, Administration
Education
Central Piedmont Community College 1995 — 1999
Associate of Applied Science, Human Resources Generalist; Computer Information Technology
Amber Marinaro-Hageman's CBIZ Experience April 2013 - February 2014
Job Purchasing Agent
Industry Transportation/Trucking/Railroad
Experience
Pilot Flying J May 2015 - Present
Bed Bath & Beyond June 2013 - May 2015
CBIZ April 2013 - February 2014
tennova March 2012 - April 2013
Elavon November 2011 - March 2012
Wells Fargo August 2011 - November 2011
Shazam September 2005 - July 2011
Skills
Adobe Acrobat, Microsoft Office 2007, Outlook, Data Entry, Access, Administrative..., Microsoft Excel, Microsoft Word, Spreadsheets, Fax, 10 Key, Sales, Time Management, Teamwork, Clerical Skills, Cashiering, Telephone Skills, Call Centers, Customer Service, Insurance, Invoicing, Lotus Notes, Microsoft Office, PowerPoint, Software Documentation, Team Building, Training, Event Planning, Retail, Management, Customer Satisfaction, Banking
Education
Des Moines Area Community College 2009 — 2011
Associate of Science, Business administration
Bondurant-farrar 2001 — 2004
High school
Pilot Flying J May 2015 - Present
Bed Bath & Beyond June 2013 - May 2015
CBIZ April 2013 - February 2014
tennova March 2012 - April 2013
Elavon November 2011 - March 2012
Wells Fargo August 2011 - November 2011
Shazam September 2005 - July 2011
Skills
Adobe Acrobat, Microsoft Office 2007, Outlook, Data Entry, Access, Administrative..., Microsoft Excel, Microsoft Word, Spreadsheets, Fax, 10 Key, Sales, Time Management, Teamwork, Clerical Skills, Cashiering, Telephone Skills, Call Centers, Customer Service, Insurance, Invoicing, Lotus Notes, Microsoft Office, PowerPoint, Software Documentation, Team Building, Training, Event Planning, Retail, Management, Customer Satisfaction, Banking
Education
Des Moines Area Community College 2009 — 2011
Associate of Science, Business administration
Bondurant-farrar 2001 — 2004
High school
Cindy Lai's CBIZ Experience January 2011 - December 2012
Job Managing Associate at Drucker & Scaccetti, P.C.
Industry Accounting
Experience
Drucker & Scaccetti, P.C. January 2013 - Present
CBIZ January 2011 - December 2012
Drucker & Scaccetti, P.C. January 2002 - December 2010
Skills
Tax, Tax Law, Accounting, Corporate Tax, Income Tax, Tax Advisory, Tax Research
Education
Villanova University 2006 — 2010
Master's degree, Taxation
Drexel University 1999 — 2003
Bachelor's degree, Accounting
Drucker & Scaccetti, P.C. January 2013 - Present
CBIZ January 2011 - December 2012
Drucker & Scaccetti, P.C. January 2002 - December 2010
Skills
Tax, Tax Law, Accounting, Corporate Tax, Income Tax, Tax Advisory, Tax Research
Education
Villanova University 2006 — 2010
Master's degree, Taxation
Drexel University 1999 — 2003
Bachelor's degree, Accounting
Jason Martynec's CBIZ Experience October 2003 - December 2005
Job CPA
Industry Accounting
Experience
Self-employed June 2003 - Present
CBIZ October 2003 - December 2005
Ernst & Young October 2000 - September 2002
Skills
Corporate Tax, Internal Controls, Tax Accounting, SEC filings, Accounting, GAAP, Income Tax, CPA, Financial Reporting, Auditing, US GAAP, Tax, Tax Research, Partnership Taxation, Tax Preparation
Education
California State University-Long Beach 1996 — 2000
Bachelor of Science (BS), ACCOUNTING
Self-employed June 2003 - Present
CBIZ October 2003 - December 2005
Ernst & Young October 2000 - September 2002
Skills
Corporate Tax, Internal Controls, Tax Accounting, SEC filings, Accounting, GAAP, Income Tax, CPA, Financial Reporting, Auditing, US GAAP, Tax, Tax Research, Partnership Taxation, Tax Preparation
Education
California State University-Long Beach 1996 — 2000
Bachelor of Science (BS), ACCOUNTING
Brian Barksdale's CBIZ Experience October 2000 - June 2006
Job Operations Manager at Faneuil Inc
Industry Transportation/Trucking/Railroad
Experience
Faneuil Inc March 2010 - Present
TransCore July 2006 - March 2010
CBIZ October 2000 - June 2006
Skills
Contact Centers and..., Business Rules and..., Special Project..., Implementing..., Operational..., Operational and..., Strategic Planning, Training & Development, HR Processes, Staffing and Workforce..., Electronic Toll..., Experience in Payroll..., Quality Control, Quality Assurance, Toll Operations, PCI Compliance/Credit..., Oral and Visual..., Management, Operations Management
Education
Virginia Polytechnic Institute and State University 1995 — 1998
Bachelor's degree, History
Dabney S Lancaster Community College 1993 — 1995
General Studies
Faneuil Inc March 2010 - Present
TransCore July 2006 - March 2010
CBIZ October 2000 - June 2006
Skills
Contact Centers and..., Business Rules and..., Special Project..., Implementing..., Operational..., Operational and..., Strategic Planning, Training & Development, HR Processes, Staffing and Workforce..., Electronic Toll..., Experience in Payroll..., Quality Control, Quality Assurance, Toll Operations, PCI Compliance/Credit..., Oral and Visual..., Management, Operations Management
Education
Virginia Polytechnic Institute and State University 1995 — 1998
Bachelor's degree, History
Dabney S Lancaster Community College 1993 — 1995
General Studies
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych