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
Pablo Bernal, CPA Pablo Bernal, CPA's CBIZ Experience October 2005 - July 2007
Job Financial Reporting Analyst at Camping World and Good Sam
Industry Accounting
Experience
Camping World and Good Sam September 2012 - Present
Organization of the North East May 2011 - August 2012
Advaion, LLC August 2008 - June 2009
KPMG US August 2007 - June 2008
CBIZ October 2005 - July 2007
University of Florida August 2004 - October 2005
Skills
Financial Reporting, Internal Controls, Accounting, Budgets, Internal Audit, QuickBooks, Account Reconciliation, Auditing, Sarbanes-Oxley Act, PowerPoint, Microsoft Excel, Nonprofits, Due Diligence, Financial Statements, Mergers & Acquisitions, Journal Entries, Consolidation, CPA, PeopleSoft, Financial Accounting, External Audit, GAAP
Education
Florida International University 2007 — 2007
Master's degree, Accounting, 3.8
Florida International University - College of Business Administration
Accounting
Camping World and Good Sam September 2012 - Present
Organization of the North East May 2011 - August 2012
Advaion, LLC August 2008 - June 2009
KPMG US August 2007 - June 2008
CBIZ October 2005 - July 2007
University of Florida August 2004 - October 2005
Skills
Financial Reporting, Internal Controls, Accounting, Budgets, Internal Audit, QuickBooks, Account Reconciliation, Auditing, Sarbanes-Oxley Act, PowerPoint, Microsoft Excel, Nonprofits, Due Diligence, Financial Statements, Mergers & Acquisitions, Journal Entries, Consolidation, CPA, PeopleSoft, Financial Accounting, External Audit, GAAP
Education
Florida International University 2007 — 2007
Master's degree, Accounting, 3.8
Florida International University - College of Business Administration
Accounting
Patricia Skrzat Patricia Skrzat's CBIZ Experience July 2013 - September 2013
Job Administrative Assistant
Industry Executive Office
Experience
Nationwide Residential Mortgage Corp. Senior Administrative AssistantNADecember 2012 - June 2015
Uno Translations September 2014 - February 2015
American Society for Therapeutic Radiology and Oncology (ASTRO) February 2014 - September 2014
CBIZ July 2013 - September 2013
Merck 2007 - 2012
Merck August 2007 - September 2010
Countrywide Home Loans March 2005 - August 2007
Countryside Mortgage Company December 2001 - March 2005
De Val Care Management January 1991 - October 2001
Skills
Administrative..., Calendars, Expense Reports, Spreadsheets, Confidentiality, Office Management, Outlook, Data Entry, Lotus Notes, Fax, Expenses, Office Administration, Travel Management, PowerPoint, Microsoft Excel, Leadership, Training, Human Resources, Teamwork, Budgets, Team Leadership, Management, SAP, Sales, Time Management, Microsoft Word, Administrative..., Pharmaceutical Industry
Education
Gwynedd-Mercy College 2008 — 2010
Bachelor's degree, Business Administration and Management, General
North Central Texas Community College 1981 — 1984
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Nationwide Residential Mortgage Corp. Senior Administrative AssistantNADecember 2012 - June 2015
Uno Translations September 2014 - February 2015
American Society for Therapeutic Radiology and Oncology (ASTRO) February 2014 - September 2014
CBIZ July 2013 - September 2013
Merck 2007 - 2012
Merck August 2007 - September 2010
Countrywide Home Loans March 2005 - August 2007
Countryside Mortgage Company December 2001 - March 2005
De Val Care Management January 1991 - October 2001
Skills
Administrative..., Calendars, Expense Reports, Spreadsheets, Confidentiality, Office Management, Outlook, Data Entry, Lotus Notes, Fax, Expenses, Office Administration, Travel Management, PowerPoint, Microsoft Excel, Leadership, Training, Human Resources, Teamwork, Budgets, Team Leadership, Management, SAP, Sales, Time Management, Microsoft Word, Administrative..., Pharmaceutical Industry
Education
Gwynedd-Mercy College 2008 — 2010
Bachelor's degree, Business Administration and Management, General
North Central Texas Community College 1981 — 1984
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Steven Hua Steven Hua's CBIZ Experience April 2013 - May 2013
Job Accountant at ZL Technologies
Industry Financial Services
Experience
ZL Technologies August 2013 - Present
CBIZ April 2013 - May 2013
Net Optics 2012 - 2012
Evergreen Valley College February 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Team Leadership, Illustrator, Time Management, Editing, Facebook, Community Outreach, Marketing, Training, Leadership, Data Entry, Teaching, Coaching, Blogging, Higher Education, Data Analysis, Social Media Marketing, Creative Writing, WordPress, Strategic Planning, Leadership Development, Statistics, Outlook
Education
University of California, Los Angeles 2011 — 2013
Bachelor's degree, Business/Managerial Economics
Evergreen Valley College 2009 — 2011
ZL Technologies August 2013 - Present
CBIZ April 2013 - May 2013
Net Optics 2012 - 2012
Evergreen Valley College February 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Team Leadership, Illustrator, Time Management, Editing, Facebook, Community Outreach, Marketing, Training, Leadership, Data Entry, Teaching, Coaching, Blogging, Higher Education, Data Analysis, Social Media Marketing, Creative Writing, WordPress, Strategic Planning, Leadership Development, Statistics, Outlook
Education
University of California, Los Angeles 2011 — 2013
Bachelor's degree, Business/Managerial Economics
Evergreen Valley College 2009 — 2011
Erin M. Suazo Erin M. Suazo's CBIZ Experience August 2009 - September 2010
Job Creative Maven of DzineByEriness
Industry Apparel & Fashion
Experience
Lyft August 2015 - Present
Uber March 2015 - Present
DzineByEriness August 2011 - Present
STAR, Inc. August 2012 - December 2014
Woody's Burgers June 2013 - October 2013
CBIZ August 2009 - September 2010
Arnold & Arnold, Inc. November 2006 - March 2009
Borders January 2000 - January 2005
Skills
Fashion Designer, Seamstress, Pattern Maker, Sewing, Pattern, Fashion, Retail, Adobe Creative Suite, Mac, Customer Service, Illustrator, Organization, Time Management, Outlook, Microsoft Office, Photoshop, Microsoft Excel, InDesign, Risk Management, Social Media, Photography, Fashion Design, Microsoft Word, Styling, Apparel, Fashion Illustration, Draping, Sketching, Public Speaking, Sales, Trend Analysis
Education
Bellus Academy National City 2014 — 2015
Licensed Cosmetologist, Cosmetology, Makeup Artistry, Nails, Hair
Fashion Careers College 2010 — 2012
Associates of Fashion Design, Fashion
Grossmont College 2009 — 2009
Psychology
Lyft August 2015 - Present
Uber March 2015 - Present
DzineByEriness August 2011 - Present
STAR, Inc. August 2012 - December 2014
Woody's Burgers June 2013 - October 2013
CBIZ August 2009 - September 2010
Arnold & Arnold, Inc. November 2006 - March 2009
Borders January 2000 - January 2005
Skills
Fashion Designer, Seamstress, Pattern Maker, Sewing, Pattern, Fashion, Retail, Adobe Creative Suite, Mac, Customer Service, Illustrator, Organization, Time Management, Outlook, Microsoft Office, Photoshop, Microsoft Excel, InDesign, Risk Management, Social Media, Photography, Fashion Design, Microsoft Word, Styling, Apparel, Fashion Illustration, Draping, Sketching, Public Speaking, Sales, Trend Analysis
Education
Bellus Academy National City 2014 — 2015
Licensed Cosmetologist, Cosmetology, Makeup Artistry, Nails, Hair
Fashion Careers College 2010 — 2012
Associates of Fashion Design, Fashion
Grossmont College 2009 — 2009
Psychology
Caran Masington, CPA, MST Caran Masington, CPA, MST's CBIZ Experience January 2000 - July 2001
Job Sr. Tax Manager, Fischer, Cunnane & Assoc., Ltd
Industry Accounting
Experience
Fischer Cunnane & Associates Ltd June 2013 - Present
BDO USA, LLP July 2009 - May 2013
Asher & Company, Ltd. 2009 - 2012
Goldenberg Rosenthal, LLP July 2001 - November 2008
CBIZ January 2000 - July 2001
Skills
Tax Consulting, ASC 740, FAS 109/FIN 48, Corporate Tax Compliance, State and Local Research, State and Local Problem..., Tax
Education
Philadelphia University 2001 — 2003
MST, Taxation
Holy Family University 1992 — 1995
BS, Accounting
Fischer Cunnane & Associates Ltd June 2013 - Present
BDO USA, LLP July 2009 - May 2013
Asher & Company, Ltd. 2009 - 2012
Goldenberg Rosenthal, LLP July 2001 - November 2008
CBIZ January 2000 - July 2001
Skills
Tax Consulting, ASC 740, FAS 109/FIN 48, Corporate Tax Compliance, State and Local Research, State and Local Problem..., Tax
Education
Philadelphia University 2001 — 2003
MST, Taxation
Holy Family University 1992 — 1995
BS, Accounting
Matt Felten Matt Felten's CBIZ Experience 2008 - Present
Job Associate Consultant Retirement Plan Investments at CBIZ
Industry Management Consulting
Experience
CBIZ 2008 - Present
Education
Frostburg State University 2002 — 2004
MBA, Business Administration
CBIZ 2008 - Present
Education
Frostburg State University 2002 — 2004
MBA, Business Administration
Paul Rosenkranz Paul Rosenkranz's CBIZ Experience November 1987 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ November 1987 - Present
Skills
Tax, CPA, Corporate Tax, Income Tax, Forensic Accounting, Accounting, Tax Research, Tax Accounting, Due Diligence, Business Valuation, Financial Reporting, Auditing, Financial Analysis, Estate Planning, Mergers, Tax Advisory, Management Consulting, SEC filings, Strategic Financial..., International Tax, Financial Accounting, Tax Preparation, Risk Management, Executive Management, Purchase Price..., Small Business, Tax Law
Education
Golden Gate University
Master's degree, Taxation
University of California, Los Angeles 1977 — 1981
Bachelor's degree, Economics
CBIZ November 1987 - Present
Skills
Tax, CPA, Corporate Tax, Income Tax, Forensic Accounting, Accounting, Tax Research, Tax Accounting, Due Diligence, Business Valuation, Financial Reporting, Auditing, Financial Analysis, Estate Planning, Mergers, Tax Advisory, Management Consulting, SEC filings, Strategic Financial..., International Tax, Financial Accounting, Tax Preparation, Risk Management, Executive Management, Purchase Price..., Small Business, Tax Law
Education
Golden Gate University
Master's degree, Taxation
University of California, Los Angeles 1977 — 1981
Bachelor's degree, Economics
Aaron Weitner Aaron Weitner's CBIZ Experience July 2013 - May 2015
Job Client Financial Specialist at Cerner Corporation
Industry Financial Services
Experience
Cerner Corporation May 2015 - Present
CBIZ July 2013 - May 2015
Boosterthon, Inc. August 2012 - June 2013
Skills
Accounting, Financial Reporting, Income Tax, Tax Preparation, Bookkeeping, QuickBooks, Tax, Financial Accounting, General Ledger, Fixed Assets, Financial Statements, Servant Leadership, Leadership, GAAP, Internal Controls, Journal Entries
Education
Evangel College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, Graduated
Cerner Corporation May 2015 - Present
CBIZ July 2013 - May 2015
Boosterthon, Inc. August 2012 - June 2013
Skills
Accounting, Financial Reporting, Income Tax, Tax Preparation, Bookkeeping, QuickBooks, Tax, Financial Accounting, General Ledger, Fixed Assets, Financial Statements, Servant Leadership, Leadership, GAAP, Internal Controls, Journal Entries
Education
Evangel College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, Graduated
Tiffany Peters, ASA, CFE, MBA Tiffany Peters, ASA, CFE, MBA's CBIZ Experience August 2005 - July 2011
Job Chief Financial Officer at Info Line, Inc
Industry Financial Services
Experience
Info Line, Inc September 2015 - Present
BCG & Company March 2013 - June 2015
Red Flag Reporting March 2013 - June 2015
Bober Markey Fedorovich July 2011 - March 2013
CBIZ August 2005 - July 2011
Laufen International, Inc. February 2003 - August 2005
Spartan Staffing May 1999 - June 2002
Skills
Business Valuation, Financial Modeling, Excel, Financial Analysis, Litigation Support, Damages, Microsoft Excel, Financial Reporting, Analysis, Estate Planning, Budgets, Auditing, Financial Accounting, Valuation, Investments, Management, Leadership, Account Reconciliation, Business Planning, Accounting, Process Improvement, Finance, Internal Controls
Education
University of South Florida 2000 — 2002
MBA, Finance, Management, MIS
Florida State University - College of Business 1996 — 1999
BS, Finance
Info Line, Inc September 2015 - Present
BCG & Company March 2013 - June 2015
Red Flag Reporting March 2013 - June 2015
Bober Markey Fedorovich July 2011 - March 2013
CBIZ August 2005 - July 2011
Laufen International, Inc. February 2003 - August 2005
Spartan Staffing May 1999 - June 2002
Skills
Business Valuation, Financial Modeling, Excel, Financial Analysis, Litigation Support, Damages, Microsoft Excel, Financial Reporting, Analysis, Estate Planning, Budgets, Auditing, Financial Accounting, Valuation, Investments, Management, Leadership, Account Reconciliation, Business Planning, Accounting, Process Improvement, Finance, Internal Controls
Education
University of South Florida 2000 — 2002
MBA, Finance, Management, MIS
Florida State University - College of Business 1996 — 1999
BS, Finance
Anne Kemmerer Anne Kemmerer's CBIZ Experience November 2009 - Present
Job Account Manager at CBIZ
Industry Management Consulting
Experience
CBIZ November 2009 - Present
Group Benefit Strategies, LLC February 2006 - June 2009
Skills
Health Insurance, Employee Benefits, Benefits Administration, Account Management, Insurance, Brokers
Education
Furman University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
CBIZ November 2009 - Present
Group Benefit Strategies, LLC February 2006 - June 2009
Skills
Health Insurance, Employee Benefits, Benefits Administration, Account Management, Insurance, Brokers
Education
Furman University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Philip Noftsinger, CPA Philip Noftsinger, CPA's CBIZ Experience February 2009 - Present
Job Business Unit President at CBIZ
Industry Outsourcing/Offshoring
Experience
CBIZ February 2009 - Present
CBIZ September 2004 - February 2009
Fortegra, Inc November 2001 - September 2004
Kappa Alpha Order May 1996 - June 2001
Presearch, Inc. January 1994 - May 1996
Skills
Six Sigma Green Belt, Six Sigma, Employee Benefits, Accounting, Financial Reporting, Payroll, Financial Analysis, Human Resources, Auditing, Benefits Administration, HRIS, Management, Mergers, Performance Management, Process Improvement, Small Business
Education
Strayer University-Maryland 1994 — 1996
Masters, Business Administration
George Mason University 1989 — 1993
BA, History
Park View 1984 — 1988
HS Diploma, High School/Secondary Diploma
CBIZ February 2009 - Present
CBIZ September 2004 - February 2009
Fortegra, Inc November 2001 - September 2004
Kappa Alpha Order May 1996 - June 2001
Presearch, Inc. January 1994 - May 1996
Skills
Six Sigma Green Belt, Six Sigma, Employee Benefits, Accounting, Financial Reporting, Payroll, Financial Analysis, Human Resources, Auditing, Benefits Administration, HRIS, Management, Mergers, Performance Management, Process Improvement, Small Business
Education
Strayer University-Maryland 1994 — 1996
Masters, Business Administration
George Mason University 1989 — 1993
BA, History
Park View 1984 — 1988
HS Diploma, High School/Secondary Diploma
Sheri Green's CBIZ Experience June 2000 - Present
Job General Manager at CBIZ Payroll
Industry Financial Services
Experience
CBIZ June 2000 - Present
Carilion Clinic June 1997 - June 2000
Skills
Seminar Speaker, Payroll, Call Center Development, Public Speaking, Leadership, Salesforce.com, Sales, Change Management, Process Improvement, Human Resources, Performance Management, Account Management, Strategic Planning, Team Building, Employee Benefits, Management, Recruiting, Employee Relations, Talent Acquisition
Education
Florida State University
Virginia Western Community College
CBIZ June 2000 - Present
Carilion Clinic June 1997 - June 2000
Skills
Seminar Speaker, Payroll, Call Center Development, Public Speaking, Leadership, Salesforce.com, Sales, Change Management, Process Improvement, Human Resources, Performance Management, Account Management, Strategic Planning, Team Building, Employee Benefits, Management, Recruiting, Employee Relations, Talent Acquisition
Education
Florida State University
Virginia Western Community College
Anna Rathbun's CBIZ Experience September 2012 - Present
Job Director of Research at CBIZ, Inc.
Industry Financial Services
Experience
CBIZ September 2012 - Present
Skills
Investments, Strategic Planning, Mutual Funds, Employee Benefits, Microsoft Excel, Leadership
Education
Harvard University 1996 — 2000
Bachelor's degree, Economics
CBIZ September 2012 - Present
Skills
Investments, Strategic Planning, Mutual Funds, Employee Benefits, Microsoft Excel, Leadership
Education
Harvard University 1996 — 2000
Bachelor's degree, Economics
Eric Endress, CFA, AIF Eric Endress, CFA, AIF's CBIZ Experience June 2014 - Present
Job Vice President/Senior Investment Consultant at CBIZ
Industry Financial Services
Experience
CBIZ June 2014 - Present
CBIZ 2011 - June 2014
CBIZ 2005 - 2011
SIRVA Relocation 2005 - 2005
Crowe Horwath LLP 2004 - 2004
Skills
Financial Modeling, Investments, Defined Benefit, Financial Analysis, Series 7, Portfolio Management, Due Diligence, Valuation, Retirement, 401k, Mutual Funds, Strategic Financial..., Asset Allocation, Pensions, Business Valuation, Alternative Investments, Employee Benefits, Risk Management
Education
John Carroll University
BSBA, Finance, Economics
CBIZ June 2014 - Present
CBIZ 2011 - June 2014
CBIZ 2005 - 2011
SIRVA Relocation 2005 - 2005
Crowe Horwath LLP 2004 - 2004
Skills
Financial Modeling, Investments, Defined Benefit, Financial Analysis, Series 7, Portfolio Management, Due Diligence, Valuation, Retirement, 401k, Mutual Funds, Strategic Financial..., Asset Allocation, Pensions, Business Valuation, Alternative Investments, Employee Benefits, Risk Management
Education
John Carroll University
BSBA, Finance, Economics
Katherine (Kate) Rice's CBIZ Experience February 1996 - July 2000
Job Relationship Manager l Mercer Indianapolis l Connecting People and Ideas |
Industry Insurance
Experience
Mercer June 2014 - Present
Aon Risk Solutions - Aon plc (NYSE:AON) is the leading global provider of risk management, insurance April 2012 - May 2014
Aon Risk Solutions March 2006 - April 2012
City of Indianapolis August 2000 - September 2003
CBIZ February 1996 - July 2000
Telamon 1992 - 1995
Skills
Leadership, Business Intelligence..., Health Information..., New Business Development, Strategic Leadership, Employee Benefits, Human Resources, Benefits Administration, Strategy, New Business..., Sales, Strategic Planning, Health Insurance, Training, Workers Compensation, Coaching, Team Building, Customer Service, Brokers, Public Speaking, Vendor Management, Business Development, Healthcare, Process Improvement, Program Management, Health Savings Accounts, Marketing, Salesforce.com, Marketing Communications, Underwriting, Disability Insurance, Business Networking, Cross Selling, Strategic Communications, Negotiation, Account Management, Life Insurance, COBRA, Talent Management, Mergers & Acquisitions, Outsourcing, Sales Presentations, New Hire Orientations, Management, Insurance, Consulting, CRM
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
Bachelor of Science, Education, 3.8 Cumulative GPA
Taylor University 1990 — 1991
BS in Education, Education, Music
Colonial Hills Christian High School 1988 — 1990
Mercer June 2014 - Present
Aon Risk Solutions - Aon plc (NYSE:AON) is the leading global provider of risk management, insurance April 2012 - May 2014
Aon Risk Solutions March 2006 - April 2012
City of Indianapolis August 2000 - September 2003
CBIZ February 1996 - July 2000
Telamon 1992 - 1995
Skills
Leadership, Business Intelligence..., Health Information..., New Business Development, Strategic Leadership, Employee Benefits, Human Resources, Benefits Administration, Strategy, New Business..., Sales, Strategic Planning, Health Insurance, Training, Workers Compensation, Coaching, Team Building, Customer Service, Brokers, Public Speaking, Vendor Management, Business Development, Healthcare, Process Improvement, Program Management, Health Savings Accounts, Marketing, Salesforce.com, Marketing Communications, Underwriting, Disability Insurance, Business Networking, Cross Selling, Strategic Communications, Negotiation, Account Management, Life Insurance, COBRA, Talent Management, Mergers & Acquisitions, Outsourcing, Sales Presentations, New Hire Orientations, Management, Insurance, Consulting, CRM
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
Bachelor of Science, Education, 3.8 Cumulative GPA
Taylor University 1990 — 1991
BS in Education, Education, Music
Colonial Hills Christian High School 1988 — 1990
Jeff Lank, ASA Jeff Lank, ASA's CBIZ Experience December 2007 - May 2014
Job Vice President at American Appraisal, a division of Duff & Phelps
Industry Financial Services
Experience
American Appraisal, a division of Duff & Phelps May 2014 - Present
CBIZ December 2007 - May 2014
CH3, LLC May 2003 - November 2007
Maximus April 2000 - April 2003
Skills
Management, Consulting, Finance, Budget Forecasts, Inventory Management, Proposal Generation, Budget Estimating, Reconcilement, Risk Management, Loss Control, Valuation, Underwriting, Sales, Asset Management, Insurance, Analysis
Education
Georgia Southern University 1995 — 2000
Bachelor of Arts (BA), French Language and Literature
American Appraisal, a division of Duff & Phelps May 2014 - Present
CBIZ December 2007 - May 2014
CH3, LLC May 2003 - November 2007
Maximus April 2000 - April 2003
Skills
Management, Consulting, Finance, Budget Forecasts, Inventory Management, Proposal Generation, Budget Estimating, Reconcilement, Risk Management, Loss Control, Valuation, Underwriting, Sales, Asset Management, Insurance, Analysis
Education
Georgia Southern University 1995 — 2000
Bachelor of Arts (BA), French Language and Literature
David Boysen David Boysen's CBIZ Experience 1998 - 2000
Job V.P. Strategic Sourcing at Watco Companies LLC
Industry Transportation/Trucking/Railroad
Experience
Watco Companies LLC 2015 - Present
ITW 2012 - 2014
ITW 2006 - 2012
ITW 2001 - 2006
CBIZ 1998 - 2000
SunSource 1993 - 1998
Stanley Tools 1988 - 1993
Skills
Strategic Planning, Operational Excellence, Full P&L Responsibility, Distribution Strategies, Business Strategy, Change Management, Corporate Communications, Financial Analysis, Team Leadership, Cost Control, Process Improvement, Restructuring, International Business, Manage Client..., Continuous Improvement, P, Sales Management, Lean Manufacturing, Manufacturing, Product Development, Cross-functional Team..., Leadership, Supply Chain Management, Management, Operations Management
Education
Iowa State University
Bachelor's Degree, Industrial Administration (Accounting Major)
University of Houston
Master of Business Administration (M.B.A.)
Watco Companies LLC 2015 - Present
ITW 2012 - 2014
ITW 2006 - 2012
ITW 2001 - 2006
CBIZ 1998 - 2000
SunSource 1993 - 1998
Stanley Tools 1988 - 1993
Skills
Strategic Planning, Operational Excellence, Full P&L Responsibility, Distribution Strategies, Business Strategy, Change Management, Corporate Communications, Financial Analysis, Team Leadership, Cost Control, Process Improvement, Restructuring, International Business, Manage Client..., Continuous Improvement, P, Sales Management, Lean Manufacturing, Manufacturing, Product Development, Cross-functional Team..., Leadership, Supply Chain Management, Management, Operations Management
Education
Iowa State University
Bachelor's Degree, Industrial Administration (Accounting Major)
University of Houston
Master of Business Administration (M.B.A.)
Anton Bayer's CBIZ Experience April 2000 - August 2009
Job CEO/Founder at Up Capital Management Inc., a Registered Investment Advisor
Industry Financial Services
Experience
Up Capital Management Inc. August 2009 - Present
CBIZ April 2000 - August 2009
Skills
Wealth Management..., Certified Financial..., Retirement Plan..., Retirement Planning, Retirement, Wealth Management, Financial Planners, Investment Advisory..., Investment Strategies, Investment Advisory, Investments, Strategic Financial..., Financial Advisory, Asset
Education
Golden Gate University 1983 — 1985
Certified Financial Planning, Financial Planning and Services, 4.0
Up Capital Management Inc. August 2009 - Present
CBIZ April 2000 - August 2009
Skills
Wealth Management..., Certified Financial..., Retirement Plan..., Retirement Planning, Retirement, Wealth Management, Financial Planners, Investment Advisory..., Investment Strategies, Investment Advisory, Investments, Strategic Financial..., Financial Advisory, Asset
Education
Golden Gate University 1983 — 1985
Certified Financial Planning, Financial Planning and Services, 4.0
Jack Vollenberg Jack Vollenberg's CBIZ Experience October 2011 - January 2013
Job Sales Associate at ERA Statewide Realty
Industry Real Estate
Experience
ERA Statewide Realty September 2014 - Present
Coldwell Banker Commercial February 2013 - August 2014
CBIZ October 2011 - January 2013
Vollenberg Appraisers October 2002 - October 2011
ERA Statewide Realty January 2009 - March 2010
Colonial Life November 2001 - October 2002
Altria June 1999 - October 2001
O'Sullivan Communications January 1995 - June 1999
Skills
Real Estate Economics, Insurance, English, Coaching, Disability Insurance, Risk Management, Strategic Planning, Sales Operations, Real Estate, Referrals, Microsoft Office, Negotiation, Talent Management, Start-ups, Relocation, Sales
Education
Seton Hall University 1997 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, 3.9 GPA
Erasmus University Rotterdam 1992 — 1994
Public Administration
Utrecht University 1990 — 1992
Cultural Anthropology
Montgomery College 1989 — 1990
Het Rhedens Lyceum
ERA Statewide Realty September 2014 - Present
Coldwell Banker Commercial February 2013 - August 2014
CBIZ October 2011 - January 2013
Vollenberg Appraisers October 2002 - October 2011
ERA Statewide Realty January 2009 - March 2010
Colonial Life November 2001 - October 2002
Altria June 1999 - October 2001
O'Sullivan Communications January 1995 - June 1999
Skills
Real Estate Economics, Insurance, English, Coaching, Disability Insurance, Risk Management, Strategic Planning, Sales Operations, Real Estate, Referrals, Microsoft Office, Negotiation, Talent Management, Start-ups, Relocation, Sales
Education
Seton Hall University 1997 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, 3.9 GPA
Erasmus University Rotterdam 1992 — 1994
Public Administration
Utrecht University 1990 — 1992
Cultural Anthropology
Montgomery College 1989 — 1990
Het Rhedens Lyceum
Jung Jae Lee Jung Jae Lee's CBIZ Experience January 2001 - September 2001
Job VP Technical Specialist
Industry Financial Services
Experience
Citi September 2005 - Present
Citi September 2001 - September 2005
CBIZ January 2001 - September 2001
Compuware December 1999 - December 2000
Baan March 1999 - November 1999
Motorola March 1996 - February 1999
POSCO January 1992 - March 1996
Skills
HP Business..., HP Business Service..., HP Business Process..., HP LoadRunner, HP Quality Center, HP Application..., HP Real User Monitoring..., HP Diagnostics, HP uCMDB, HP SiteScope, HP Performance Center, Citrix XenApp, ITIL Certified, Blueprint, Worldspace - Deque..., Oracle Database, Uniface, IBM Mainframe, MS SQL, IMS DB/DC, SQL DB2, Microsoft Project, PL/SQL, TSO, JCL, CICS, VSAM, SQL/DS, REXX, Infoman, Change Management, IIS, Java, Microsoft Exchange, NDM, Baan ERP, PL/1, Intertest, Service-now.com, HTML, Visual Basic, IEF, Shell Scripting, C++, Visual Studio, Visio, QMF, Windows Server, IBM AS/400, OS/390
Education
Hankuk University of Foreign Studies 1986 — 1992
Bachelor's Degree, Computer Science and Engineering
Citi September 2005 - Present
Citi September 2001 - September 2005
CBIZ January 2001 - September 2001
Compuware December 1999 - December 2000
Baan March 1999 - November 1999
Motorola March 1996 - February 1999
POSCO January 1992 - March 1996
Skills
HP Business..., HP Business Service..., HP Business Process..., HP LoadRunner, HP Quality Center, HP Application..., HP Real User Monitoring..., HP Diagnostics, HP uCMDB, HP SiteScope, HP Performance Center, Citrix XenApp, ITIL Certified, Blueprint, Worldspace - Deque..., Oracle Database, Uniface, IBM Mainframe, MS SQL, IMS DB/DC, SQL DB2, Microsoft Project, PL/SQL, TSO, JCL, CICS, VSAM, SQL/DS, REXX, Infoman, Change Management, IIS, Java, Microsoft Exchange, NDM, Baan ERP, PL/1, Intertest, Service-now.com, HTML, Visual Basic, IEF, Shell Scripting, C++, Visual Studio, Visio, QMF, Windows Server, IBM AS/400, OS/390
Education
Hankuk University of Foreign Studies 1986 — 1992
Bachelor's Degree, Computer Science and Engineering
Jason Codispoti Jason Codispoti's CBIZ Experience June 2015 - Present
Job Director Financial Planning & Analysis at CBIZ
Industry Consumer Goods
Experience
CBIZ June 2015 - Present
ShurTech Brands, LLC October 2012 - Present
ShurTech Brands, LLC May 2009 - October 2012
Henkel July 2005 - May 2009
Ernst & Young LLP January 2001 - July 2005
Skills
Management, Forecasting, Financial Planning, Financial Analysis, Financial Reporting, Process Improvement, Competitive Analysis, Cross-functional Team..., SAP, Project Management, Strategic Planning, Presentations, Accounting, Supply Chain Management, Analysis, Strategic Financial..., Cost Accounting, Corporate Finance, Consumer Products, Finance, Business Planning, Data Analysis, Hyperion Enterprise, Budgets, Financial Forecasting, Pricing, Leadership, SEC filings, US GAAP, Financial Accounting, Auditing, Microsoft Excel, Internal Controls, P&L Management, Inventory Management, Internal Audit, Sarbanes-Oxley Act, Supply Chain
Education
John Carroll University 2002 — 2003
MBA
John Carroll University 1998 — 2002
BSBA, Accounting
St. Ignatius High School 1994 — 1998
High School
CBIZ June 2015 - Present
ShurTech Brands, LLC October 2012 - Present
ShurTech Brands, LLC May 2009 - October 2012
Henkel July 2005 - May 2009
Ernst & Young LLP January 2001 - July 2005
Skills
Management, Forecasting, Financial Planning, Financial Analysis, Financial Reporting, Process Improvement, Competitive Analysis, Cross-functional Team..., SAP, Project Management, Strategic Planning, Presentations, Accounting, Supply Chain Management, Analysis, Strategic Financial..., Cost Accounting, Corporate Finance, Consumer Products, Finance, Business Planning, Data Analysis, Hyperion Enterprise, Budgets, Financial Forecasting, Pricing, Leadership, SEC filings, US GAAP, Financial Accounting, Auditing, Microsoft Excel, Internal Controls, P&L Management, Inventory Management, Internal Audit, Sarbanes-Oxley Act, Supply Chain
Education
John Carroll University 2002 — 2003
MBA
John Carroll University 1998 — 2002
BSBA, Accounting
St. Ignatius High School 1994 — 1998
High School
Trey Clark Trey Clark's CBIZ Experience June 1999 - July 2006
Job Information Assurance Manager at IBM Global Business Services
Industry Computer & Network Security
Experience
IBM Global Business Services January 2009 - Present
National Interest Security Company (NISC) July 2006 - January 2009
CBIZ June 1999 - July 2006
Skills
Information Security, Security, CISSP, Disaster Recovery, Vulnerability Assessment, Information Assurance, Program Management, Risk Assessment, Requirements Analysis, Governance, FISMA, C&A, DoD, Information Security..., Network Security, IT Management, Servers, Data Center, Enterprise Architecture, Active Directory, Software Documentation, VMware
Education
Frostburg State University 1995 — 1999
Bachelor of Science, Computer Science
IBM Global Business Services January 2009 - Present
National Interest Security Company (NISC) July 2006 - January 2009
CBIZ June 1999 - July 2006
Skills
Information Security, Security, CISSP, Disaster Recovery, Vulnerability Assessment, Information Assurance, Program Management, Risk Assessment, Requirements Analysis, Governance, FISMA, C&A, DoD, Information Security..., Network Security, IT Management, Servers, Data Center, Enterprise Architecture, Active Directory, Software Documentation, VMware
Education
Frostburg State University 1995 — 1999
Bachelor of Science, Computer Science
Chris Root, CPA, CVA Chris Root, CPA, CVA's CBIZ Experience December 1995 - October 2010
Job Partner at Hinkle, Richter & Rhine, LLP, CPAs
Industry Accounting
Experience
Hinkle, Richter & Rhine, LLP, CPAs December 2010 - Present
CBIZ December 1995 - October 2010
KD International Inc. October 1994 - December 1995
Skills
Tax, Financial Reporting, Auditing, CPA, Business Valuation, Income Tax, Tax Returns, Tax Preparation, Strategic Planning, Cash Flow Forecasting, QuickBooks, GAAP, Valuation, Budgets, General Ledger, Financial Statements, Corporate Tax, Tax Research, Forecasting, Projections, Budgeting, Special Projects, Due Diligence, Business Planning, Accounting
Education
Florida Atlantic University 1993 — 1998
Master, Accounting
University of Florida 1991 — 1993
Bachelor, Accounting
Hinkle, Richter & Rhine, LLP, CPAs December 2010 - Present
CBIZ December 1995 - October 2010
KD International Inc. October 1994 - December 1995
Skills
Tax, Financial Reporting, Auditing, CPA, Business Valuation, Income Tax, Tax Returns, Tax Preparation, Strategic Planning, Cash Flow Forecasting, QuickBooks, GAAP, Valuation, Budgets, General Ledger, Financial Statements, Corporate Tax, Tax Research, Forecasting, Projections, Budgeting, Special Projects, Due Diligence, Business Planning, Accounting
Education
Florida Atlantic University 1993 — 1998
Master, Accounting
University of Florida 1991 — 1993
Bachelor, Accounting
Amber Harkness's CBIZ Experience 2010 - 2012
Job Accounting Professional
Industry Accounting
Experience
BECKER CPA Staff AccountantKNEG PLLC2012 - 2013
CBIZ 2010 - 2012
Capital Investment Advisors August 2004 - December 2010
Schorner & Associates August 2004 - December 2010
US Census Bureau April 2010 - August 2010
Skills
Audit experience in SEC..., Audit and Tax..., Audit and Tax..., CPA license elibile...
Education
Florida Atlantic University
Master's degree, Accounting, Scholars Distinction
BECKER CPA Staff AccountantKNEG PLLC2012 - 2013
CBIZ 2010 - 2012
Capital Investment Advisors August 2004 - December 2010
Schorner & Associates August 2004 - December 2010
US Census Bureau April 2010 - August 2010
Skills
Audit experience in SEC..., Audit and Tax..., Audit and Tax..., CPA license elibile...
Education
Florida Atlantic University
Master's degree, Accounting, Scholars Distinction
Randy J. Hart Randy J. Hart's CBIZ Experience October 2004 - Present
Job Employee Benefits Strategist
Industry Insurance
Experience
CBIZ October 2004 - Present
CIGNA Healthcare September 1987 - July 1998
Skills
Employee Benefits, Compliance, Strategic Planning, Self-funded, Vendor Management, Sales, Leadership, Health Insurance, Executive Management, Management, Account Management, COBRA, Insurance, Human Resources, ERISA, Disability Insurance, Managed Care, Life Insurance, Benefits Administration, Underwriting, Workers Compensation, Process Improvement, Executive Pay, Brokers, Deferred Compensation
Education
Loyola University Maryland 1982 — 1984
Masters Education, education
James Madison University 1977 — 1980
CBIZ October 2004 - Present
CIGNA Healthcare September 1987 - July 1998
Skills
Employee Benefits, Compliance, Strategic Planning, Self-funded, Vendor Management, Sales, Leadership, Health Insurance, Executive Management, Management, Account Management, COBRA, Insurance, Human Resources, ERISA, Disability Insurance, Managed Care, Life Insurance, Benefits Administration, Underwriting, Workers Compensation, Process Improvement, Executive Pay, Brokers, Deferred Compensation
Education
Loyola University Maryland 1982 — 1984
Masters Education, education
James Madison University 1977 — 1980
Ed Rivas Ed Rivas's CBIZ Experience May 2010 - May 2011
Job Client Manager at CIGNA
Industry Insurance
Experience
CIGNA May 2013 - Present
Lockton Companies May 2011 - March 2013
CBIZ May 2010 - May 2011
Arch Aluminum & Glass October 1999 - May 2010
Insource, Inc. August 1992 - September 1999
CIGNA Healthcare April 1988 - August 1992
MassMutual Insurance 1983 - 1988
Skills
Employee Benefits, Health Insurance, Procurement, Underwriting, Process Improvement, Payroll, Human Resources, Disability Insurance, 401k, Account Management, Benefits Administration, Budgets, Insurance, Risk Management, Property & Casualty..., Workers Compensation
Education
Florida State University - College of Business 2008 — 2009
MSM-RMI, Risk Management and Insurance
The American College 1982 — 1989
Chartered Life Underwriter, Insurance
Florida State University - College of Business 1978 — 1982
BS, Risk Management and Insurance
CIGNA May 2013 - Present
Lockton Companies May 2011 - March 2013
CBIZ May 2010 - May 2011
Arch Aluminum & Glass October 1999 - May 2010
Insource, Inc. August 1992 - September 1999
CIGNA Healthcare April 1988 - August 1992
MassMutual Insurance 1983 - 1988
Skills
Employee Benefits, Health Insurance, Procurement, Underwriting, Process Improvement, Payroll, Human Resources, Disability Insurance, 401k, Account Management, Benefits Administration, Budgets, Insurance, Risk Management, Property & Casualty..., Workers Compensation
Education
Florida State University - College of Business 2008 — 2009
MSM-RMI, Risk Management and Insurance
The American College 1982 — 1989
Chartered Life Underwriter, Insurance
Florida State University - College of Business 1978 — 1982
BS, Risk Management and Insurance
Cindy Rosenberg, CPA Cindy Rosenberg, CPA's CBIZ Experience 2009 - Present
Job Experienced Financial Reporting and Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC 2009 - Present
CBIZ 2009 - Present
Mayer Hoffman McCann P.C 2009 - Present
Mahoney Cohen 1994 - 2008
Skills
Management, GAAP, SEC filings, Forensic Accounting, Budgets, Financial Accounting, Financial Reporting, Auditing, Accounting, US GAAP, Financial Analysis, CPA, Nonprofits, Mergers & Acquisitions, Managerial Finance, Internal Controls, Finance, Tax, Revenue Recognition, Corporate Tax, Sarbanes-Oxley Act, External Audit, Business Valuation, Tax Research, Financial Statements, Income Tax, Financial Audits, Due Diligence, Tax Accounting, General Ledger, Tax Preparation
Education
Emory University - Goizueta Business School 1990 — 1994
BBA, Concentration in Accounting
CBIZ MHM, LLC 2009 - Present
CBIZ 2009 - Present
Mayer Hoffman McCann P.C 2009 - Present
Mahoney Cohen 1994 - 2008
Skills
Management, GAAP, SEC filings, Forensic Accounting, Budgets, Financial Accounting, Financial Reporting, Auditing, Accounting, US GAAP, Financial Analysis, CPA, Nonprofits, Mergers & Acquisitions, Managerial Finance, Internal Controls, Finance, Tax, Revenue Recognition, Corporate Tax, Sarbanes-Oxley Act, External Audit, Business Valuation, Tax Research, Financial Statements, Income Tax, Financial Audits, Due Diligence, Tax Accounting, General Ledger, Tax Preparation
Education
Emory University - Goizueta Business School 1990 — 1994
BBA, Concentration in Accounting
Cynthia Owens Cynthia Owens's CBIZ Experience August 2011 - February 2012
Job Business Development Consultant
Industry Management Consulting
Experience
Consultant 2012 - Present
CBIZ August 2011 - February 2012
Multiple Benefit Services, Inc. September 2001 - August 2011
Prudential Healthcare February 1989 - March 2000
Protective Life August 1987 - January 1988
Skills
Employee Benefits, Human Resources, Onboarding, Recruiting, Performance Management, Marketing Operations, Business Operations, Management Development, Consulting, Insurance, Disability Insurance, Management, Training, Benefits Administration, Project Management, HRIS, Leadership, Marketing Strategy, Contract Negotiation, Business Development, Health Insurance, New Business Development, Employee Relations
Education
ECPI University 1986 — 1987
Norfolk Technical Center 1982 — 1984
Computer Program Certification
Consultant 2012 - Present
CBIZ August 2011 - February 2012
Multiple Benefit Services, Inc. September 2001 - August 2011
Prudential Healthcare February 1989 - March 2000
Protective Life August 1987 - January 1988
Skills
Employee Benefits, Human Resources, Onboarding, Recruiting, Performance Management, Marketing Operations, Business Operations, Management Development, Consulting, Insurance, Disability Insurance, Management, Training, Benefits Administration, Project Management, HRIS, Leadership, Marketing Strategy, Contract Negotiation, Business Development, Health Insurance, New Business Development, Employee Relations
Education
ECPI University 1986 — 1987
Norfolk Technical Center 1982 — 1984
Computer Program Certification
Monroe Chalmers Monroe Chalmers's CBIZ Experience January 2006 - April 2006
Job Owner at Monroe J Chalmers CPA, PC
Industry Accounting
Experience
Monroe J Chalmers CPA, PC October 2009 - Present
Hertz Herson and Company August 2008 - October 2009
Salibello & Broder LLP May 2006 - July 2008
CBIZ January 2006 - April 2006
JH Cohn February 2004 - January 2006
Levine Levine and Meyrowitz November 2000 - January 2004
Gladstone Madonna & Company November 1987 - October 2000
BDO Seidman, LLP August 1985 - October 1987
Israeloff, Trattner & Co. P.C. August 1981 - August 1985
Paul Scherer & Company February 1978 - August 1981
Education
Hofstra University 1976 — 1978
BBA, Accounting
Stony Brook University 1973 — 1975
Engineeering
Nassau Community College 1971 — 1973
ASC, Engineering
Plainview High School 1967 — 1971
Monroe J Chalmers CPA, PC October 2009 - Present
Hertz Herson and Company August 2008 - October 2009
Salibello & Broder LLP May 2006 - July 2008
CBIZ January 2006 - April 2006
JH Cohn February 2004 - January 2006
Levine Levine and Meyrowitz November 2000 - January 2004
Gladstone Madonna & Company November 1987 - October 2000
BDO Seidman, LLP August 1985 - October 1987
Israeloff, Trattner & Co. P.C. August 1981 - August 1985
Paul Scherer & Company February 1978 - August 1981
Education
Hofstra University 1976 — 1978
BBA, Accounting
Stony Brook University 1973 — 1975
Engineeering
Nassau Community College 1971 — 1973
ASC, Engineering
Plainview High School 1967 — 1971
Taft Kelly Taft Kelly's CBIZ Experience August 2009 - January 2012
Job Senior Accountant at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP August 2013 - Present
Cherry Bekaert LLP January 2012 - August 2013
CBIZ August 2009 - January 2012
CBIZ May 2008 - August 2009
CBIZ March 2008 - May 2008
Skills
US GAAP, Financial Reporting, Financial Accounting, Auditing, GAAP, GASB, FASB, Nonprofits, Government Contracting, Local Government, Internal Controls, Financial Close Process
Education
Ferrum College
Bachelor's degree, Accounting
Cherry Bekaert LLP August 2013 - Present
Cherry Bekaert LLP January 2012 - August 2013
CBIZ August 2009 - January 2012
CBIZ May 2008 - August 2009
CBIZ March 2008 - May 2008
Skills
US GAAP, Financial Reporting, Financial Accounting, Auditing, GAAP, GASB, FASB, Nonprofits, Government Contracting, Local Government, Internal Controls, Financial Close Process
Education
Ferrum College
Bachelor's degree, Accounting
Kimberly Forrest's CBIZ Experience May 2013 - Present
Job Consultant/Senior Manager
Industry Accounting
Experience
CBIZ May 2013 - Present
Myers and Stauffer LC May 2013 - Present
Forrest Integrity Consulting, LLC 2008 - Present
State of Indiana 2009 - 2013
Skills
Data Analysis, Auditing, Government, Policy Analysis, Program Evaluation, Project Management, Change Management, Healthcare, Leadership, Public Speaking, Program Development, Training, Healthcare Management, Staff Development, Health Policy, Medicaid, Business Process..., HIPAA, Performance Improvement, Health Information..., PowerPoint, EHR, Healthcare Consulting, Program Management, Policy, Public Policy, Software Documentation
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, Health Information/Medical Records Administration/Administrator
CBIZ May 2013 - Present
Myers and Stauffer LC May 2013 - Present
Forrest Integrity Consulting, LLC 2008 - Present
State of Indiana 2009 - 2013
Skills
Data Analysis, Auditing, Government, Policy Analysis, Program Evaluation, Project Management, Change Management, Healthcare, Leadership, Public Speaking, Program Development, Training, Healthcare Management, Staff Development, Health Policy, Medicaid, Business Process..., HIPAA, Performance Improvement, Health Information..., PowerPoint, EHR, Healthcare Consulting, Program Management, Policy, Public Policy, Software Documentation
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, Health Information/Medical Records Administration/Administrator
Mark Adamchak Mark Adamchak's CBIZ Experience January 2006 - October 2007
Job Accounting Manager at Pathway Genomics Corporation
Industry Biotechnology
Experience
Pathway Genomics Corporation March 2015 - Present
Intuit July 2013 - March 2015
SAIC July 2012 - July 2013
SAIC April 2012 - July 2013
SAIC October 2007 - April 2012
CBIZ January 2006 - October 2007
KPMG August 2002 - December 2005
Skills
GAAP, SOX, Internal Controls, Compliance, Financial Analysis, Financial Reporting, Data Analysis, Report Writing, Policy Analysis, IT Audit, Financial Audits, Management, Team Leadership, Sarbanes-Oxley Act, Business Process..., Auditing, Accounting, Financial Statements, Account Reconciliation, Revenue Recognition, Hyperion Enterprise, Consolidation
Education
James Madison University 1998 — 2002
B.B.A., Accounting Information Systems
Pathway Genomics Corporation March 2015 - Present
Intuit July 2013 - March 2015
SAIC July 2012 - July 2013
SAIC April 2012 - July 2013
SAIC October 2007 - April 2012
CBIZ January 2006 - October 2007
KPMG August 2002 - December 2005
Skills
GAAP, SOX, Internal Controls, Compliance, Financial Analysis, Financial Reporting, Data Analysis, Report Writing, Policy Analysis, IT Audit, Financial Audits, Management, Team Leadership, Sarbanes-Oxley Act, Business Process..., Auditing, Accounting, Financial Statements, Account Reconciliation, Revenue Recognition, Hyperion Enterprise, Consolidation
Education
James Madison University 1998 — 2002
B.B.A., Accounting Information Systems
Erich Bean Erich Bean's CBIZ Experience January 1999 - August 2005
Job Assistant State's Attorney at State's Attorney's Office for Allegany County
Industry Law Practice
Experience
Office of the State's Attorney for Allegany County April 2010 - Present
Baltimore City State's Attorney's Office October 2009 - April 2010
Baltimore City State's Attorney's Office September 2006 - October 2009
Honorable Marcella Holland, Adminstrative Circuit Court Judge May 2006 - August 2006
CBIZ January 1999 - August 2005
Skills
Courts, Litigation, Legal Research, Legal Writing, Criminal Law, Trial Practice, Trials, Westlaw, Hearings, Homicide Investigations, Legal Issues, Felonies, Public Speaking, Administrative Law, Civil Rights, Appeals, Government, Civil Litigation, Corporate Law, Mediation
Education
University of Baltimore School of Law 2005 — 2008
Doctor of Law (JD)
Frostburg State University 1994 — 1998
Bachelor of Science (BS), Economics and Political Science
Office of the State's Attorney for Allegany County April 2010 - Present
Baltimore City State's Attorney's Office October 2009 - April 2010
Baltimore City State's Attorney's Office September 2006 - October 2009
Honorable Marcella Holland, Adminstrative Circuit Court Judge May 2006 - August 2006
CBIZ January 1999 - August 2005
Skills
Courts, Litigation, Legal Research, Legal Writing, Criminal Law, Trial Practice, Trials, Westlaw, Hearings, Homicide Investigations, Legal Issues, Felonies, Public Speaking, Administrative Law, Civil Rights, Appeals, Government, Civil Litigation, Corporate Law, Mediation
Education
University of Baltimore School of Law 2005 — 2008
Doctor of Law (JD)
Frostburg State University 1994 — 1998
Bachelor of Science (BS), Economics and Political Science
Mike Kasecamp, QPFC, QKA Mike Kasecamp, QPFC, QKA's CBIZ Experience March 2009 - Present
Job Retirement Plan Consultant at CBIZ
Industry Management Consulting
Experience
CBIZ March 2009 - Present
Dewitt Tax Service January 2008 - April 2011
InfoSpherix February 2007 - April 2009
Skills
Employee Benefits, 401k, Direct Sales, ERISA, Fiduciary Services, Compliance, Qualified Retirement..., Retirement Plan..., Defined Benefit, Retirement, Executive Pay, Benefits Administration, 403 b, Pensions, COBRA, Defined Contribution, Disability Insurance, Series 63, Consulting, Leadership, Management, Retirement Planning, Investment Advisory, Strategic Planning
Education
Frostburg State University 2004 — 2008
Bachelor of Science, Business Administration - Financial Management
West Virginia University 2003 — 2004
CBIZ March 2009 - Present
Dewitt Tax Service January 2008 - April 2011
InfoSpherix February 2007 - April 2009
Skills
Employee Benefits, 401k, Direct Sales, ERISA, Fiduciary Services, Compliance, Qualified Retirement..., Retirement Plan..., Defined Benefit, Retirement, Executive Pay, Benefits Administration, 403 b, Pensions, COBRA, Defined Contribution, Disability Insurance, Series 63, Consulting, Leadership, Management, Retirement Planning, Investment Advisory, Strategic Planning
Education
Frostburg State University 2004 — 2008
Bachelor of Science, Business Administration - Financial Management
West Virginia University 2003 — 2004
Eric File Eric File's CBIZ Experience July 2001 - Present
Job Senior Consultant at CBIZ
Industry Insurance
Experience
CBIZ July 2001 - Present
The Daniel & Henry Co. March 1997 - July 2001
Trustmark Life Insurance Company March 1988 - February 1997
Skills
Self Funding Specialist, Wellness Strategies, Claims Analysis, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Financial Analysis, Strategic Planning
Education
Eastern Illinois University 1984 — 1987
BA, Mathematics
CBIZ July 2001 - Present
The Daniel & Henry Co. March 1997 - July 2001
Trustmark Life Insurance Company March 1988 - February 1997
Skills
Self Funding Specialist, Wellness Strategies, Claims Analysis, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Financial Analysis, Strategic Planning
Education
Eastern Illinois University 1984 — 1987
BA, Mathematics
Michele Howell, MBA,CPA Michele Howell, MBA,CPA's CBIZ Experience December 2005 - January 2011
Job Experienced Tax Professional
Industry Accounting
Experience
Crowe Horwath LLP August 2012 - Present
BDO USA, LLP January 2012 - July 2012
CBIZ December 2005 - January 2011
Key West Aloe January 2005 - December 2005
Skills
Tax Preparation, Tax Consolidation, Financial Analysis, Consolidated Financial..., Financial Statement..., Corporate Tax, Partnership Taxation, Multi-state tax returns, Personal Income Tax..., Auditing, Payroll, Financial Statements, Tax, CPA, Accounts Payable, Tax Returns, Sales Tax, Accounting, Financial Reporting, GAAP
Education
Florida International University - College of Business 2006 — 2006
Master, Accounting
Florida International University - College of Business 2003 — 2005
Bachelor, Accounting
Crowe Horwath LLP August 2012 - Present
BDO USA, LLP January 2012 - July 2012
CBIZ December 2005 - January 2011
Key West Aloe January 2005 - December 2005
Skills
Tax Preparation, Tax Consolidation, Financial Analysis, Consolidated Financial..., Financial Statement..., Corporate Tax, Partnership Taxation, Multi-state tax returns, Personal Income Tax..., Auditing, Payroll, Financial Statements, Tax, CPA, Accounts Payable, Tax Returns, Sales Tax, Accounting, Financial Reporting, GAAP
Education
Florida International University - College of Business 2006 — 2006
Master, Accounting
Florida International University - College of Business 2003 — 2005
Bachelor, Accounting
Gregg Whitehead Gregg Whitehead's CBIZ Experience May 2011 - April 2012
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab April 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - April 2013
CBIZ May 2011 - April 2012
Brown & Brown Insurance November 2008 - April 2011
Sack's Ironia Service Center March 2003 - June 2008
UBS Financial Services May 2007 - August 2007
The Firm March 2007 - May 2007
Fanscape January 2007 - March 2007
New Jersey 101.5 May 2006 - August 2006
Education
Ithaca College 2004 — 2008
B.S., Integrated Marketing Communications
Mendham High School 2000 — 2004
Highschool Diploma
Black River Middle School 1997 — 2000
STC Series 7
Charles Schwab April 2014 - Present
Charles Schwab April 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - April 2013
CBIZ May 2011 - April 2012
Brown & Brown Insurance November 2008 - April 2011
Sack's Ironia Service Center March 2003 - June 2008
UBS Financial Services May 2007 - August 2007
The Firm March 2007 - May 2007
Fanscape January 2007 - March 2007
New Jersey 101.5 May 2006 - August 2006
Education
Ithaca College 2004 — 2008
B.S., Integrated Marketing Communications
Mendham High School 2000 — 2004
Highschool Diploma
Black River Middle School 1997 — 2000
STC Series 7
Susan Lindsay, CPPM Susan Lindsay, CPPM's CBIZ Experience April 2011 - April 2014
Job HR Analyst at Software Business Systems Inc
Industry Human Resources
Experience
Software Business Systems (SBS) April 2014 - Present
CBIZ April 2011 - April 2014
CBIZ (formerly Payroll Control Systems) March 2010 - April 2011
Nash Finch Company September 2008 - February 2009
AIR-serv Group LLC November 2007 - September 2008
ev3, Endovascular Inc March 2007 - October 2007
Benfield Inc August 2006 - January 2007
St Paul Pioneer Press April 2005 - August 2006
Various October 2003 - April 2005
Automatic Data Processing (ADP) February 1998 - May 2003
Skills
Payroll, HRIS, ADP Payroll, PeopleSoft, Human Resources, Recruiting, Ceridian, Consulting, Software Documentation, Customer Service, Microsoft Office, Troubleshooting, Data Conversion, File Management, Leadership, Databases, Business Intelligence, Access, Management, Employee Benefits, Deferred Compensation, Time Management, Payroll Taxes, Project Management, Coaching
Education
Hennepin Technical College 2009 — 2009
University of Saint Thomas
Bachelor of Arts, Education
University of Saint Thomas - School of Business 2009 — 2009
CPPM, Project Management
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA Program
University of Minnesota-Twin Cities
Total Quality Management
Park High School
Software Business Systems (SBS) April 2014 - Present
CBIZ April 2011 - April 2014
CBIZ (formerly Payroll Control Systems) March 2010 - April 2011
Nash Finch Company September 2008 - February 2009
AIR-serv Group LLC November 2007 - September 2008
ev3, Endovascular Inc March 2007 - October 2007
Benfield Inc August 2006 - January 2007
St Paul Pioneer Press April 2005 - August 2006
Various October 2003 - April 2005
Automatic Data Processing (ADP) February 1998 - May 2003
Skills
Payroll, HRIS, ADP Payroll, PeopleSoft, Human Resources, Recruiting, Ceridian, Consulting, Software Documentation, Customer Service, Microsoft Office, Troubleshooting, Data Conversion, File Management, Leadership, Databases, Business Intelligence, Access, Management, Employee Benefits, Deferred Compensation, Time Management, Payroll Taxes, Project Management, Coaching
Education
Hennepin Technical College 2009 — 2009
University of Saint Thomas
Bachelor of Arts, Education
University of Saint Thomas - School of Business 2009 — 2009
CPPM, Project Management
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA Program
University of Minnesota-Twin Cities
Total Quality Management
Park High School
Joe McCoy Joe McCoy's CBIZ Experience September 2004 - September 2015
Job Tax Manager
Industry Accounting
Experience
Cherry Bekaert LLP September 2015 - Present
CBIZ September 2004 - September 2015
Skills
CPA, GAAP, Tax Accounting, Mergers & Acquisitions, Corporate Tax, Tax, Income Tax, Tax Preparation, US GAAP, Accounting, Financial Reporting, Internal Controls, Tax Returns, QuickBooks, Financial Statements, General Ledger, ProSystem fx Tax, Tax Research, Partnership Taxation
Education
Haslam College of Business at the University of Tennessee 2003 — 2004
MACC, Accounting - Tax
University of Tennessee-Knoxville 1999 — 2002
B.S., Business Administration - Accounting
Cherry Bekaert LLP September 2015 - Present
CBIZ September 2004 - September 2015
Skills
CPA, GAAP, Tax Accounting, Mergers & Acquisitions, Corporate Tax, Tax, Income Tax, Tax Preparation, US GAAP, Accounting, Financial Reporting, Internal Controls, Tax Returns, QuickBooks, Financial Statements, General Ledger, ProSystem fx Tax, Tax Research, Partnership Taxation
Education
Haslam College of Business at the University of Tennessee 2003 — 2004
MACC, Accounting - Tax
University of Tennessee-Knoxville 1999 — 2002
B.S., Business Administration - Accounting
Robert Storch, SPHR Robert Storch, SPHR's CBIZ Experience August 2004 - January 2007
Job
Industry Human Resources
Experience
National Media Company May 2011 - Present
Insurance Broker July 2007 - Present
ReMarkAbleHR January 2007 - Present
CBIZ August 2004 - January 2007
Ernst & Young January 1997 - November 2006
TracFone Wireless 1995 - 2000
NCCI 1994 - 1999
Siemens 1983 - 1985
Ernst & Young January 1978 - January 1980
Skills
Insurance, Accounting, HR Consulting, Compliance, Talent Management, Employee Benefits, Benefits Administration, Internet Recruiting, Negotiation, Payroll, Team Building, Sourcing, Human Resources, Recruiting, Talent Acquisition, Employee Relations, Change Management, Personnel Management, Job Descriptions, Budgets, Temporary Placement, Onboarding
Education
University of Florida 1975 — 1976
MBA, Public Administration
Florida International University 1972 — 1974
B.A., Economics
Miami Dade College 1970 — 1972
AA, Business
National Media Company May 2011 - Present
Insurance Broker July 2007 - Present
ReMarkAbleHR January 2007 - Present
CBIZ August 2004 - January 2007
Ernst & Young January 1997 - November 2006
TracFone Wireless 1995 - 2000
NCCI 1994 - 1999
Siemens 1983 - 1985
Ernst & Young January 1978 - January 1980
Skills
Insurance, Accounting, HR Consulting, Compliance, Talent Management, Employee Benefits, Benefits Administration, Internet Recruiting, Negotiation, Payroll, Team Building, Sourcing, Human Resources, Recruiting, Talent Acquisition, Employee Relations, Change Management, Personnel Management, Job Descriptions, Budgets, Temporary Placement, Onboarding
Education
University of Florida 1975 — 1976
MBA, Public Administration
Florida International University 1972 — 1974
B.A., Economics
Miami Dade College 1970 — 1972
AA, Business
Kelley Fratz-Grove Kelley Fratz-Grove's CBIZ Experience January 2008 - February 2013
Job Assistant Director HSC Accounting & Reporting at West Virginia University
Industry Higher Education
Experience
West Virginia University January 2015 - Present
West Virginia University February 2013 - January 2015
CBIZ January 2008 - February 2013
Railey Mountain Lake Vacations August 2005 - January 2008
Skills
Financial Reporting, Finance, Auditing, Financial Analysis, Analysis, Employee Benefits, Internal Controls, Accounting, PeopleSoft, Financial Modeling, Sarbanes-Oxley Act, Microsoft Office, Access, Strategic Financial...
Education
Frostburg State University 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Frostburg State University 2004 — 2006
Bachelor's degree, Economics
Garrett College 2000 — 2003
Associate's degree, Math and Science
West Virginia University January 2015 - Present
West Virginia University February 2013 - January 2015
CBIZ January 2008 - February 2013
Railey Mountain Lake Vacations August 2005 - January 2008
Skills
Financial Reporting, Finance, Auditing, Financial Analysis, Analysis, Employee Benefits, Internal Controls, Accounting, PeopleSoft, Financial Modeling, Sarbanes-Oxley Act, Microsoft Office, Access, Strategic Financial...
Education
Frostburg State University 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Frostburg State University 2004 — 2006
Bachelor's degree, Economics
Garrett College 2000 — 2003
Associate's degree, Math and Science
Caitlyn Nelson's CBIZ Experience June 2012 - August 2012
Job Student at West Virginia University School of Dentistry
Industry Medical Practice
Experience
CBIZ June 2012 - August 2012
The Root July 2011 - May 2012
Fuller Dental Practice June 2011 - August 2011
Dr. Dianna Lenick D.D.S June 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
West Virginia University School of Dentistry 2012 — 2016
D.D.S.
Elon University 2008 — 2012
BS, Biology
Denmark Institute for Study Abroad 2010 — 2010
CBIZ June 2012 - August 2012
The Root July 2011 - May 2012
Fuller Dental Practice June 2011 - August 2011
Dr. Dianna Lenick D.D.S June 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
West Virginia University School of Dentistry 2012 — 2016
D.D.S.
Elon University 2008 — 2012
BS, Biology
Denmark Institute for Study Abroad 2010 — 2010
Carol Colon-Neely Carol Colon-Neely's CBIZ Experience March 2005 - December 2005
Job Senior Accountant II, Corporate Accounting at Royal Caribbean Cruises Ltd.
Industry Hospitality
Experience
Royal Caribbean International November 2007 - Present
Lennar December 2005 - September 2007
CBIZ March 2005 - December 2005
Concord Management August 2002 - March 2005
Skills
Accounting, Variance Analysis, Financial Reporting, General Ledger, Internal Controls, GAAP, Sarbanes-Oxley Act, Budgets, Forecasting, Account Reconciliation, Financial Accounting, Fixed Assets, US GAAP, JD Edwards, Financial Analysis, Essbase, QuickBooks, Revenue Recognition, Consolidation, Accounts Receivable
Education
Nova Southeastern University 2010 — 2012
MA, Accounting, 3.62 GPA
Inter-American University of Puerto Rico-Metropolitan Campus 1992 — 1996
Bachelor of Business Administration (BBA), Accounting, 3.56 GPA
Royal Caribbean International November 2007 - Present
Lennar December 2005 - September 2007
CBIZ March 2005 - December 2005
Concord Management August 2002 - March 2005
Skills
Accounting, Variance Analysis, Financial Reporting, General Ledger, Internal Controls, GAAP, Sarbanes-Oxley Act, Budgets, Forecasting, Account Reconciliation, Financial Accounting, Fixed Assets, US GAAP, JD Edwards, Financial Analysis, Essbase, QuickBooks, Revenue Recognition, Consolidation, Accounts Receivable
Education
Nova Southeastern University 2010 — 2012
MA, Accounting, 3.62 GPA
Inter-American University of Puerto Rico-Metropolitan Campus 1992 — 1996
Bachelor of Business Administration (BBA), Accounting, 3.56 GPA
La Donna Gaines's CBIZ Experience January 2014 - April 2015
Job Consultant at RGP, Inc.
Industry Management Consulting
Experience
RGP May 2015 - Present
CBIZ January 2014 - April 2015
ServiceNow - The Enterprise IT Cloud Company April 2013 - January 2014
Vericrest Financial, Inc. April 2011 - April 2013
LPL Financial October 2010 - December 2010
Keihin North America, Inc July 2007 - April 2010
Crowe Horwath LLP February 2005 - June 2007
Anthem, Inc. September 1997 - January 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Internal Controls, Risk Management, Risk Assessment, Financial Analysis, Financial Services, Enterprise Risk..., Analysis, SOX 404, Financial Risk, Mortgage Servicing, Operational Risk..., Operational Control, Segregation of Duties, Financial Audits, Regulatory Audits, Metrics, Forecasting, Internal Investigations, Complaint Investigations, Performance Engineering, Manufacturing, Agriculture, Real Estate, Public Sector, Private Sector, Customer Service, Royalties, Drafting Policies, Financial Policies &..., Not for Profit, IT Audit, J-SOX, Glovia, LPS, SharePoint, Compliance, Entity Level Controls, Corporate Re-Structuring, Policies & Procedures, Fiserv, Workday, SAP, SOX Implementation, COSO 2013, Oracle, PeopleSoft, EOne
Education
Indiana State University 1992 — 1996
Bachelor of Arts (B.A.)
RGP May 2015 - Present
CBIZ January 2014 - April 2015
ServiceNow - The Enterprise IT Cloud Company April 2013 - January 2014
Vericrest Financial, Inc. April 2011 - April 2013
LPL Financial October 2010 - December 2010
Keihin North America, Inc July 2007 - April 2010
Crowe Horwath LLP February 2005 - June 2007
Anthem, Inc. September 1997 - January 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Internal Controls, Risk Management, Risk Assessment, Financial Analysis, Financial Services, Enterprise Risk..., Analysis, SOX 404, Financial Risk, Mortgage Servicing, Operational Risk..., Operational Control, Segregation of Duties, Financial Audits, Regulatory Audits, Metrics, Forecasting, Internal Investigations, Complaint Investigations, Performance Engineering, Manufacturing, Agriculture, Real Estate, Public Sector, Private Sector, Customer Service, Royalties, Drafting Policies, Financial Policies &..., Not for Profit, IT Audit, J-SOX, Glovia, LPS, SharePoint, Compliance, Entity Level Controls, Corporate Re-Structuring, Policies & Procedures, Fiserv, Workday, SAP, SOX Implementation, COSO 2013, Oracle, PeopleSoft, EOne
Education
Indiana State University 1992 — 1996
Bachelor of Arts (B.A.)
Daniel C. Abbott's CBIZ Experience August 2012 - April 2015
Job Sr. Data Analyst
Industry Computer Software
Experience
Ameridial, Inc. April 2015 - Present
CBIZ August 2012 - April 2015
InfoCision Management Corporation July 2007 - July 2012
Skills
SSIS, SSRS, T-SQL, Microsoft SQL Server, VB.NET, Stored Procedures, MySQL, HTML, ETL, SQL, .NET, ASP, Database Design, Databases, IIS
Education
Jamestown Community College
Associate's degree, Computer Information Systems
Ameridial, Inc. April 2015 - Present
CBIZ August 2012 - April 2015
InfoCision Management Corporation July 2007 - July 2012
Skills
SSIS, SSRS, T-SQL, Microsoft SQL Server, VB.NET, Stored Procedures, MySQL, HTML, ETL, SQL, .NET, ASP, Database Design, Databases, IIS
Education
Jamestown Community College
Associate's degree, Computer Information Systems
Art Boyle Art Boyle's CBIZ Experience December 2009 - July 2010
Job Vice President Enterprise Risk Management
Industry Financial Services
Experience
Radian Group, Inc July 2010 - Present
CBIZ December 2009 - July 2010
H&R Block March 2003 - November 2009
Aon Risk Services 2002 - 2003
LifeStyle Furnishings International 2000 - 2002
VF Corporation 1995 - 2000
Skills
Enterprise Risk..., Due Diligence, Insurance, Risk Management, Financial Risk, Risk Assessment, Internal Controls, Underwriting, Operational Risk..., Business Continuity, Financial Analysis, Process Improvement, Mergers, Financial Reporting
Education
Villanova University 1983 — 1988
BS, Business Administration
High Point University
Radian Group, Inc July 2010 - Present
CBIZ December 2009 - July 2010
H&R Block March 2003 - November 2009
Aon Risk Services 2002 - 2003
LifeStyle Furnishings International 2000 - 2002
VF Corporation 1995 - 2000
Skills
Enterprise Risk..., Due Diligence, Insurance, Risk Management, Financial Risk, Risk Assessment, Internal Controls, Underwriting, Operational Risk..., Business Continuity, Financial Analysis, Process Improvement, Mergers, Financial Reporting
Education
Villanova University 1983 — 1988
BS, Business Administration
High Point University
Courtney W. Claflin Courtney W. Claflin's CBIZ Experience January 2011 - May 2014
Job Executive Director Fiat Lux Captive Insurance Company, University of California, Office of the President
Industry Insurance
Experience
University of California, Office of the President April 2015 - Present
CBIZ January 2011 - May 2014
RJF Agencies, Inc. 1998 - 2011
Federated Insurance 1983 - 1998
Skills
Captives, Alternative Risk, Insurance, Offshoring, Underwriting, Reinsurance, Liability, Portfolio Management, Mergers & Acquisitions, Casualty, Legal Liability, Health Insurance, Brokers, Commercial Insurance, Financial Risk, Workers Compensation, Professional Liability, Property & Casualty..., Employee Benefits, Claims Management, Health Savings Accounts, Commercial Lines, Risk Management, Leadership, General Insurance, Management, Disability Insurance, Excess, Enterprise Risk..., Life Insurance, Risk Financing
Education
Gustavus Adolphus College 1978 — 1982
Business
University of California, Office of the President April 2015 - Present
CBIZ January 2011 - May 2014
RJF Agencies, Inc. 1998 - 2011
Federated Insurance 1983 - 1998
Skills
Captives, Alternative Risk, Insurance, Offshoring, Underwriting, Reinsurance, Liability, Portfolio Management, Mergers & Acquisitions, Casualty, Legal Liability, Health Insurance, Brokers, Commercial Insurance, Financial Risk, Workers Compensation, Professional Liability, Property & Casualty..., Employee Benefits, Claims Management, Health Savings Accounts, Commercial Lines, Risk Management, Leadership, General Insurance, Management, Disability Insurance, Excess, Enterprise Risk..., Life Insurance, Risk Financing
Education
Gustavus Adolphus College 1978 — 1982
Business
Scott Bannerman Scott Bannerman's CBIZ Experience March 2000 - January 2007
Job Lab Storage Engineer at EMC
Industry Information Technology and Services
Experience
EMC February 2013 - Present
NetApp July 2011 - July 2012
IBM February 2010 - July 2011
IBM June 2007 - April 2009
CBIZ March 2000 - January 2007
Skills
Servers, Windows, Windows Server, System Administration, Operating Systems, Linux, VMware, Troubleshooting, Security, Cloud Computing, Computer Hardware, Storage, Cisco Routing &..., Data Center, Networking, Linux Server, NetApp Filers, Technical Support, VMware ESX, Computer Lab Management, Hardware, Testing, SAN, Cisco Routers, Switches, vSphere, Software Installation, HP, Storage Area Networks
Education
New Horizons Learning Center 2009 — 2011
Certifications, •Security and Network Infrastructure Specialist Career Development Program
ECPI University 1999 — 2000
Diploma, Computer Technology Program
EMC February 2013 - Present
NetApp July 2011 - July 2012
IBM February 2010 - July 2011
IBM June 2007 - April 2009
CBIZ March 2000 - January 2007
Skills
Servers, Windows, Windows Server, System Administration, Operating Systems, Linux, VMware, Troubleshooting, Security, Cloud Computing, Computer Hardware, Storage, Cisco Routing &..., Data Center, Networking, Linux Server, NetApp Filers, Technical Support, VMware ESX, Computer Lab Management, Hardware, Testing, SAN, Cisco Routers, Switches, vSphere, Software Installation, HP, Storage Area Networks
Education
New Horizons Learning Center 2009 — 2011
Certifications, •Security and Network Infrastructure Specialist Career Development Program
ECPI University 1999 — 2000
Diploma, Computer Technology Program
Asha Kuhn's CBIZ Experience January 2011 - Present
Job Senior Account Manager at CBIZ
Industry Insurance
Experience
CBIZ January 2011 - Present
J.W. Terrill March 1999 - December 2010
Education
Indiana University Bloomington 1991 — 1994
CBIZ January 2011 - Present
J.W. Terrill March 1999 - December 2010
Education
Indiana University Bloomington 1991 — 1994
Traci Vincent's CBIZ Experience August 2010 - August 2012
Job Report Developer for Think Ministry
Industry Information Services
Experience
Think Ministry November 2014 - Present
Cobb County Schools August 2012 - December 2014
CBIZ August 2010 - August 2012
TLC Consulting (formerly "Software Integrations") 1998 - July 2010
Capital Health Plan October 2002 - May 2010
Capital Health Plan March 2000 - September 2002
North American Medical Management (NAMM) May 1999 - March 2000
TrustLine Networks, Inc. February 1998 - April 1999
GLM Computer Group September 1996 - February 1998
Florida State University Credit Union December 1995 - September 1996
Skills
Access, SQL, Finance, Internal Controls, General Ledger, Microsoft SQL Server, Software Documentation, Business Process, Analysis, Salesforce.com, Program Management, Software Development, Customer Service, Accounting, Health Insurance, Financial Accounting, Insurance, Account Reconciliation, Financial Analysis, Invoicing, Auditing, Spreadsheets, Budgets, Accounts Payable, Visual Basic, Training, Data Warehousing, Forecasting, Payroll, Bank Reconciliation, Internal Audit, Microsoft Excel, Accounts Receivable, Employee Benefits, Great Plains Software, Visio, Crystal Reports, Databases, Financial Reporting, Process Improvement, Management, Integration
Education
Florida State University - College of Business 1993 — 1995
Finance
Think Ministry November 2014 - Present
Cobb County Schools August 2012 - December 2014
CBIZ August 2010 - August 2012
TLC Consulting (formerly "Software Integrations") 1998 - July 2010
Capital Health Plan October 2002 - May 2010
Capital Health Plan March 2000 - September 2002
North American Medical Management (NAMM) May 1999 - March 2000
TrustLine Networks, Inc. February 1998 - April 1999
GLM Computer Group September 1996 - February 1998
Florida State University Credit Union December 1995 - September 1996
Skills
Access, SQL, Finance, Internal Controls, General Ledger, Microsoft SQL Server, Software Documentation, Business Process, Analysis, Salesforce.com, Program Management, Software Development, Customer Service, Accounting, Health Insurance, Financial Accounting, Insurance, Account Reconciliation, Financial Analysis, Invoicing, Auditing, Spreadsheets, Budgets, Accounts Payable, Visual Basic, Training, Data Warehousing, Forecasting, Payroll, Bank Reconciliation, Internal Audit, Microsoft Excel, Accounts Receivable, Employee Benefits, Great Plains Software, Visio, Crystal Reports, Databases, Financial Reporting, Process Improvement, Management, Integration
Education
Florida State University - College of Business 1993 — 1995
Finance
Emily Quinlan Emily Quinlan's CBIZ Experience June 2010 - March 2011
Job HR Manager at Control Devices
Industry Human Resources
Experience
Control Devices August 2011 - Present
Patriot Coal Corporation May 2011 - August 2011
CBIZ June 2010 - March 2011
Summit Distributing February 2010 - June 2010
Leica Biosystems November 2008 - January 2010
The Silverleaf Club October 2004 - September 2008
Arizona College of Allied Health August 2004 - October 2004
Hobbico June 1999 - August 2004
Kelly Services March 2000 - November 2000
Skills
Employee Relations, Benefits Administration, Workers Compensation, Human Resources, Policy, Recruiting, Payroll, Deferred Compensation, Employee Engagement, Labor Relations, Interviews, Talent Acquisition, Employee Benefits, HR Consulting, New Hire Orientations, Personnel Management, FMLA, HR Policies, Hiring, ADP Payroll, Screening, Training, Exit Interviews, Performance Appraisal, Management, HRIS, Workforce Planning, Onboarding, College Recruiting, Applicant Tracking..., Job Descriptions, Job Fairs, Leadership, Compensation & Benefit, Succession Planning, Taleo, PeopleSoft, Talent Management
Education
Illinois State University 1995 — 1999
BS, Psychology- HR Sequence
Rantoul Township High Scool 1991 — 1995
Diploma, General
Control Devices August 2011 - Present
Patriot Coal Corporation May 2011 - August 2011
CBIZ June 2010 - March 2011
Summit Distributing February 2010 - June 2010
Leica Biosystems November 2008 - January 2010
The Silverleaf Club October 2004 - September 2008
Arizona College of Allied Health August 2004 - October 2004
Hobbico June 1999 - August 2004
Kelly Services March 2000 - November 2000
Skills
Employee Relations, Benefits Administration, Workers Compensation, Human Resources, Policy, Recruiting, Payroll, Deferred Compensation, Employee Engagement, Labor Relations, Interviews, Talent Acquisition, Employee Benefits, HR Consulting, New Hire Orientations, Personnel Management, FMLA, HR Policies, Hiring, ADP Payroll, Screening, Training, Exit Interviews, Performance Appraisal, Management, HRIS, Workforce Planning, Onboarding, College Recruiting, Applicant Tracking..., Job Descriptions, Job Fairs, Leadership, Compensation & Benefit, Succession Planning, Taleo, PeopleSoft, Talent Management
Education
Illinois State University 1995 — 1999
BS, Psychology- HR Sequence
Rantoul Township High Scool 1991 — 1995
Diploma, General
Rahul Sheth, CPA, CA's CBIZ Experience October 2005 - July 2011
Job Senior Manager at EY
Industry Accounting
Experience
EY November 2012 - Present
CBIZ October 2005 - July 2011
Russell Bedform Stefanou Mirchandani LLP September 2003 - October 2005
Manubhai & Co. May 2002 - May 2003
Jain Kedia & Sharma January 1999 - January 2002
Skills
Accounting, Tax, SOX compliance, IFRS, External Audit, Account Reconciliation
Education
CPA - AICPA 2004 — 2005
CPA, Accounting/Auditing
CA - ICAI 1999 — 2002
CA, Accounting/Auditing
Gujarat University 1998 — 2002
B.com, Accounting
EY November 2012 - Present
CBIZ October 2005 - July 2011
Russell Bedform Stefanou Mirchandani LLP September 2003 - October 2005
Manubhai & Co. May 2002 - May 2003
Jain Kedia & Sharma January 1999 - January 2002
Skills
Accounting, Tax, SOX compliance, IFRS, External Audit, Account Reconciliation
Education
CPA - AICPA 2004 — 2005
CPA, Accounting/Auditing
CA - ICAI 1999 — 2002
CA, Accounting/Auditing
Gujarat University 1998 — 2002
B.com, Accounting
Rick Burns, AIFA© Rick Burns, AIFA©'s CBIZ Experience September 1998 - December 2010
Job at
Industry Financial Services
Experience
Mariner Wealth Advisors January 2011 - October 2013
CBIZ September 1998 - December 2010
Education
Miami University 1997 — 1998
MA, Economics
Frostburg State University 1993 — 1997
BS, Economics
Fort Hill High School 1989 — 1993
High School Diploma, General Studies
Mariner Wealth Advisors January 2011 - October 2013
CBIZ September 1998 - December 2010
Education
Miami University 1997 — 1998
MA, Economics
Frostburg State University 1993 — 1997
BS, Economics
Fort Hill High School 1989 — 1993
High School Diploma, General Studies
Conor Egan Conor Egan's CBIZ Experience July 2009 - August 2012
Job Financial Planner, Financial Services Representative, at Egan & Lynch Financial Group, an office of MetLife
Industry Financial Services
Experience
Egan & Lynch Financial Group, an office of MetLife June 2013 - Present
Virtus Wealth Solutions, an office of MetLife August 2012 - June 2013
CBIZ July 2009 - August 2012
EAO Consultants, LLC January 2007 - July 2009
Education
Georgetown University 2003 — 2007
Bachelor's Degree, Economics and Government
Monmouth University 2008 — 2009
Master of Business Administration (M.B.A.)
The American College 2014 — 2015
CFP
Egan & Lynch Financial Group, an office of MetLife June 2013 - Present
Virtus Wealth Solutions, an office of MetLife August 2012 - June 2013
CBIZ July 2009 - August 2012
EAO Consultants, LLC January 2007 - July 2009
Education
Georgetown University 2003 — 2007
Bachelor's Degree, Economics and Government
Monmouth University 2008 — 2009
Master of Business Administration (M.B.A.)
The American College 2014 — 2015
CFP
Mike McConahy, CRPC® Mike McConahy, CRPC®'s CBIZ Experience 1996 - 1998
Job Advisor Consultant Planner at SevenBridge Financial Group
Industry Financial Services
Experience
SevenBridge Financial Group August 2015 - Present
Wells Fargo Advisors July 2008 - August 2015
Prudential Ridgeway Real Estate June 2007 - August 2008
Mercer January 2001 - June 2008
Aon Consulting April 1998 - July 2000
CBIZ 1996 - 1998
Skills
401k, Customer Service, Financial Advisory, Financial Modeling, Financial Services, Fixed Income, Fundraising, Investment Advisory, Investment Strategies, Investments, Leadership, Loans, Pensions, Portfolio Management, Retirement, Retirement Planning, Sales
Education
Frostburg State University
BS, Mathematics
Everett 1987 — 1991
SevenBridge Financial Group August 2015 - Present
Wells Fargo Advisors July 2008 - August 2015
Prudential Ridgeway Real Estate June 2007 - August 2008
Mercer January 2001 - June 2008
Aon Consulting April 1998 - July 2000
CBIZ 1996 - 1998
Skills
401k, Customer Service, Financial Advisory, Financial Modeling, Financial Services, Fixed Income, Fundraising, Investment Advisory, Investment Strategies, Investments, Leadership, Loans, Pensions, Portfolio Management, Retirement, Retirement Planning, Sales
Education
Frostburg State University
BS, Mathematics
Everett 1987 — 1991
Joyce Smith's CBIZ Experience December 2012 - November 2013
Job Seeking a new opportunity
Industry Information Services
Experience
CBIZ December 2012 - November 2013
Verizon June 1988 - May 2011
MCI June 1988 - May 2011
MCI June 1988 - May 2011
C&P January 1984 - May 1988
Carol Lee Shop January 1980 - November 1983
Skills
Sales Support, Customer Retention, Telecommunications, Customer Experience, Project Coordination, Contract Negotiations, Customer Service, Service Delivery, Customer Relations, Customer Satisfaction, Problem Solving, Project Planning, Teamwork, Change Management, Contract Management, ITIL, Managed Services, Professional Services, MPLS, Vendor Management, VoIP, Program Management, Account Management, Contract Negotiation, Sales Operations, Data Center
Education
Fairmont State University
NA, Speech Communication and Rhetoric
Waynesburg Central
CBIZ December 2012 - November 2013
Verizon June 1988 - May 2011
MCI June 1988 - May 2011
MCI June 1988 - May 2011
C&P January 1984 - May 1988
Carol Lee Shop January 1980 - November 1983
Skills
Sales Support, Customer Retention, Telecommunications, Customer Experience, Project Coordination, Contract Negotiations, Customer Service, Service Delivery, Customer Relations, Customer Satisfaction, Problem Solving, Project Planning, Teamwork, Change Management, Contract Management, ITIL, Managed Services, Professional Services, MPLS, Vendor Management, VoIP, Program Management, Account Management, Contract Negotiation, Sales Operations, Data Center
Education
Fairmont State University
NA, Speech Communication and Rhetoric
Waynesburg Central
Aimee Foley, CPA's CBIZ Experience May 2008 - August 2008
Job Senior Account Administrator, The Commerce Family Office
Industry Accounting
Experience
The Commerce Trust Company - Commerce Family Office July 2014 - Present
BGBC Partners, LLP September 2011 - July 2014
FGMK, LLC September 2009 - August 2011
CBIZ May 2008 - August 2008
Triax Development, LLC July 2007 - August 2007
Skills
Auditing, GAAP, Bookkeeping, Payroll, Microsoft Excel, Tax Preparation, Financial Reporting, QuickBooks, Accounting, Tax, Sales Tax, Analysis, CPA, Partnership Taxation, Tax Returns, Corporate Tax, Tax Accounting, Tax Research
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Accounting, Finance
Indiana University Bloomington 2005 — 2009
Minor, English
Ladue Horton Watkins High School 2001 — 2005
The Commerce Trust Company - Commerce Family Office July 2014 - Present
BGBC Partners, LLP September 2011 - July 2014
FGMK, LLC September 2009 - August 2011
CBIZ May 2008 - August 2008
Triax Development, LLC July 2007 - August 2007
Skills
Auditing, GAAP, Bookkeeping, Payroll, Microsoft Excel, Tax Preparation, Financial Reporting, QuickBooks, Accounting, Tax, Sales Tax, Analysis, CPA, Partnership Taxation, Tax Returns, Corporate Tax, Tax Accounting, Tax Research
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Accounting, Finance
Indiana University Bloomington 2005 — 2009
Minor, English
Ladue Horton Watkins High School 2001 — 2005
Ron Deterding, PHIAS, PAHM Ron Deterding, PHIAS, PAHM's CBIZ Experience August 2011 - Present
Job Vice President at CBIZ Benefits & Insurance Services, Inc.
Industry Insurance
Experience
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. May 2004 - July 2011
First Administrators, Inc. February 1998 - February 2004
Ultimate Entertainment, Inc. August 1999 - December 2000
Principal Financial Group February 1993 - January 1998
Skills
Employee Benefits, Underwriting, Risk Management, Human Resources, Mergers, Finance, Budgets, Benchmarking, Conflict Resolution, Business Operations, Crisis Management, Acquisitions, Divestitures, Predictive Modeling, Stop Loss, Mergers & Acquisitions, Health Insurance, Insurance, Life Insurance, Program Management, Health Savings Accounts, Strategic Planning, Leadership, Financial Analysis, Term Life Insurance, Disability Insurance, Forecasting, Management, Brokers, Sales, COBRA, 401k, Health Care Reform, Claim
Education
Upper Iowa University
MBA, Corporate Financial Management
Grand View College
BA, Business Administration, Economics
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. May 2004 - July 2011
First Administrators, Inc. February 1998 - February 2004
Ultimate Entertainment, Inc. August 1999 - December 2000
Principal Financial Group February 1993 - January 1998
Skills
Employee Benefits, Underwriting, Risk Management, Human Resources, Mergers, Finance, Budgets, Benchmarking, Conflict Resolution, Business Operations, Crisis Management, Acquisitions, Divestitures, Predictive Modeling, Stop Loss, Mergers & Acquisitions, Health Insurance, Insurance, Life Insurance, Program Management, Health Savings Accounts, Strategic Planning, Leadership, Financial Analysis, Term Life Insurance, Disability Insurance, Forecasting, Management, Brokers, Sales, COBRA, 401k, Health Care Reform, Claim
Education
Upper Iowa University
MBA, Corporate Financial Management
Grand View College
BA, Business Administration, Economics
Katya Preston Katya Preston's CBIZ Experience June 2000 - Present
Job Senior Manager Business Intelligence
Industry Insurance
Experience
CBIZ June 2000 - Present
G. Russell Knobel & Associates, Inc November 1997 - May 2000
American Remodeling February 1996 - July 1997
Deloitte & Touche September 1994 - November 1995
Skills
Data Analysis, Business Intelligence, Business Process..., SQL, Balanced Scorecard, Cross-functional Team..., Tableau, Captivate, GoToMeeting, Project Management, WebFOCUS, RoboHelp, R, RStudio, QTP, Health Insurance, Employee Benefits, Process Improvement, Analysis, Strategic Planning
Education
University of California, Berkeley 2013 — 2014
Online courses., Introduction to Statistics: Descriptive Statistics and Probability, 87% and 93%
Stanford University 2013 — 2014
Online courses, Statistical Learning 2014, Introduction to Databases 2013, No Grade - Statements of Accomplishment
University of Alaska Anchorage 1993 — 1994
Completed 1/2 masters degree then offered job with Deloitte & Touche, Adult Education, 3.7 of 4.0
Far Eastern State University 1987 — 1992
Bachelor’s Degree, Linguistics, 3.0 of 4.0
The Johns Hopkins University 2014 — 2014
Online course, The Data Scientist's Toolbox, No grade - successfully completed with distinction
CBIZ June 2000 - Present
G. Russell Knobel & Associates, Inc November 1997 - May 2000
American Remodeling February 1996 - July 1997
Deloitte & Touche September 1994 - November 1995
Skills
Data Analysis, Business Intelligence, Business Process..., SQL, Balanced Scorecard, Cross-functional Team..., Tableau, Captivate, GoToMeeting, Project Management, WebFOCUS, RoboHelp, R, RStudio, QTP, Health Insurance, Employee Benefits, Process Improvement, Analysis, Strategic Planning
Education
University of California, Berkeley 2013 — 2014
Online courses., Introduction to Statistics: Descriptive Statistics and Probability, 87% and 93%
Stanford University 2013 — 2014
Online courses, Statistical Learning 2014, Introduction to Databases 2013, No Grade - Statements of Accomplishment
University of Alaska Anchorage 1993 — 1994
Completed 1/2 masters degree then offered job with Deloitte & Touche, Adult Education, 3.7 of 4.0
Far Eastern State University 1987 — 1992
Bachelor’s Degree, Linguistics, 3.0 of 4.0
The Johns Hopkins University 2014 — 2014
Online course, The Data Scientist's Toolbox, No grade - successfully completed with distinction
Shaneka Bynum Shaneka Bynum's CBIZ Experience March 2008 - April 2009
Job Program Coordinator at Youth Advocate Program
Industry Nonprofit Organization Management
Experience
Youth Advocacy Program October 2014 - Present
Virginia Tech August 2011 - July 2014
HopeTree Family Services June 2010 - August 2011
Youth Advocacy Program March 2009 - April 2010
CBIZ March 2008 - April 2009
Skills
Event Planning, Program Management, Higher Education, Food Safety, Meeting Planning, Community Outreach, Mental Health, Volunteer Management, Nonprofits, Multi-tasking..., Customer Service, Mentoring, Work Well Independently, Public Speaking, Non-profit Leadership, Social Media, Residential Homes, Presentation Development, independe, work well in a, Speaker Selection, Cultural Diversity, Cultural Competency, African American, African American..., LGBT community, Advice, Self-managed, Child Advocacy, Youth Advocacy, Event Management
Education
Hollins University 2003 — 2007
Women Studies, Women's Studies
Youth Advocacy Program October 2014 - Present
Virginia Tech August 2011 - July 2014
HopeTree Family Services June 2010 - August 2011
Youth Advocacy Program March 2009 - April 2010
CBIZ March 2008 - April 2009
Skills
Event Planning, Program Management, Higher Education, Food Safety, Meeting Planning, Community Outreach, Mental Health, Volunteer Management, Nonprofits, Multi-tasking..., Customer Service, Mentoring, Work Well Independently, Public Speaking, Non-profit Leadership, Social Media, Residential Homes, Presentation Development, independe, work well in a, Speaker Selection, Cultural Diversity, Cultural Competency, African American, African American..., LGBT community, Advice, Self-managed, Child Advocacy, Youth Advocacy, Event Management
Education
Hollins University 2003 — 2007
Women Studies, Women's Studies
Jhorden Lashley Jhorden Lashley's CBIZ Experience June 2010 - August 2010
Job Procurement Analyst at Northrop Grumman
Industry Logistics and Supply Chain
Experience
Northrop Grumman Corporation June 2014 - Present
Kohl's Department Stores March 2013 - June 2014
Amazon.com July 2011 - March 2013
CBIZ June 2010 - August 2010
CBIZ May 2009 - August 2009
Penn State University 2008 - 2009
Skills
Process Improvement, Leadership, Training, Project Planning, Operations Management, Team Leadership, Microsoft Excel, Supply Chain, Kaizen, Defined Contribution, SAP, Procurement, FAR, Customer Service, Supply Chain Management, Inventory Management, Logistics, Management, Team Building
Education
Frostburg State University 2014 — 2018
Master of Business Administration (MBA)
Penn State University 2007 — 2011
Bachelor of Science, Economics, 3.42
Northrop Grumman Corporation June 2014 - Present
Kohl's Department Stores March 2013 - June 2014
Amazon.com July 2011 - March 2013
CBIZ June 2010 - August 2010
CBIZ May 2009 - August 2009
Penn State University 2008 - 2009
Skills
Process Improvement, Leadership, Training, Project Planning, Operations Management, Team Leadership, Microsoft Excel, Supply Chain, Kaizen, Defined Contribution, SAP, Procurement, FAR, Customer Service, Supply Chain Management, Inventory Management, Logistics, Management, Team Building
Education
Frostburg State University 2014 — 2018
Master of Business Administration (MBA)
Penn State University 2007 — 2011
Bachelor of Science, Economics, 3.42
Carlos DAlmeida Carlos DAlmeida's CBIZ Experience October 2009 - November 2009
Job Product Manager at Delta Air Lines
Industry Marketing and Advertising
Experience
Delta Air Lines August 2015 - Present
Manhattan Associates February 2014 - August 2015
Manhattan Associates August 2012 - February 2014
QuantiSense February 2011 - August 2012
Cbeyond May 2010 - August 2010
CBIZ October 2009 - November 2009
Banco Santander June 2008 - July 2008
Skills
Analysis, Data Analysis, Business Analysis, Microsoft Excel, Analytics, Business Intelligence, Financial Modeling, Project Management, Business Process..., Marketing, Process Improvement, Finance, Management Consulting, Consulting, Inventory Optimization, Demand Forecasting, Order Management
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Georgia Institute of Technology 2006 — 2010
Bachelor of Science in Management, Management (Finance)
Delta Air Lines August 2015 - Present
Manhattan Associates February 2014 - August 2015
Manhattan Associates August 2012 - February 2014
QuantiSense February 2011 - August 2012
Cbeyond May 2010 - August 2010
CBIZ October 2009 - November 2009
Banco Santander June 2008 - July 2008
Skills
Analysis, Data Analysis, Business Analysis, Microsoft Excel, Analytics, Business Intelligence, Financial Modeling, Project Management, Business Process..., Marketing, Process Improvement, Finance, Management Consulting, Consulting, Inventory Optimization, Demand Forecasting, Order Management
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (MBA)
Georgia Institute of Technology 2006 — 2010
Bachelor of Science in Management, Management (Finance)
Becki Caesar Becki Caesar's CBIZ Experience January 1999 - May 2003
Job Personal Lines Sales Representative at State Auto Insurance
Industry Insurance
Experience
State Auto Insurance May 2013 - Present
GMAC Insurance January 2007 - May 2013
Johnson Insurance and Asscociates July 2006 - January 2007
CBIZ Benefits and Insurance December 2004 - May 2006
Kinghorn Insurance May 2003 - December 2004
CBIZ January 1999 - May 2003
Skills
Goal-oriented..., Self-motivated Team..., Strong organizational..., Strong lead development..., Excellent communication..., Customer Service, Management collaboration, Business negotiation, Sales force training, Territory Account..., Telecommunication skills, Computer proficient, Electronic Data..., Client assessment and..., Contract..., Sales analysis, Strategic Account..., Sales Force Development, Negotiation, Sales Analysis, Telecommunications, Selling, CRM, Sales, Leadership, Sales Process, Marketing
Education
University of Phoenix 2006 — 2008
MBA, Business Adminstration
University of Phoenix 2003 — 2005
B.S., Business Administration
Frostburg State University 2000 — 2002
B.S., Business Administration
State Auto Insurance May 2013 - Present
GMAC Insurance January 2007 - May 2013
Johnson Insurance and Asscociates July 2006 - January 2007
CBIZ Benefits and Insurance December 2004 - May 2006
Kinghorn Insurance May 2003 - December 2004
CBIZ January 1999 - May 2003
Skills
Goal-oriented..., Self-motivated Team..., Strong organizational..., Strong lead development..., Excellent communication..., Customer Service, Management collaboration, Business negotiation, Sales force training, Territory Account..., Telecommunication skills, Computer proficient, Electronic Data..., Client assessment and..., Contract..., Sales analysis, Strategic Account..., Sales Force Development, Negotiation, Sales Analysis, Telecommunications, Selling, CRM, Sales, Leadership, Sales Process, Marketing
Education
University of Phoenix 2006 — 2008
MBA, Business Adminstration
University of Phoenix 2003 — 2005
B.S., Business Administration
Frostburg State University 2000 — 2002
B.S., Business Administration
Natalie Dominick Natalie Dominick's CBIZ Experience October 2013 - Present
Job Experienced Professional Area Manager with CBIZ, Inc., Specializing in Employee Services and Human Capital Management
Industry Financial Services
Experience
CBIZ October 2013 - Present
Hoodz of Chicago 2011 - 2013
Paycor 2008 - 2010
Oce 2007 - 2008
IKON Office Solutions 2003-2006 2003 - 2006
Canon Business Solutions 2000 - 2002
Skills
Cold Calling, Sales Prospecting, Negotiation, New Business Development, Maintaining Strong..., Increasing Sales Revenue, Hospitality, Food & Beverage, Sales, Selling, Sales Operations, Lead Generation, Marketing, Leadership, Salesforce.com, Time Management, Customer Service, Account Management, Direct Sales
Education
Eastern Illinois University 1996 — 2000
BA, Psychology
Andrew High School 1992 — 1996
General, General
CBIZ October 2013 - Present
Hoodz of Chicago 2011 - 2013
Paycor 2008 - 2010
Oce 2007 - 2008
IKON Office Solutions 2003-2006 2003 - 2006
Canon Business Solutions 2000 - 2002
Skills
Cold Calling, Sales Prospecting, Negotiation, New Business Development, Maintaining Strong..., Increasing Sales Revenue, Hospitality, Food & Beverage, Sales, Selling, Sales Operations, Lead Generation, Marketing, Leadership, Salesforce.com, Time Management, Customer Service, Account Management, Direct Sales
Education
Eastern Illinois University 1996 — 2000
BA, Psychology
Andrew High School 1992 — 1996
General, General
Jennifer Sigfrinius, CPA's CBIZ Experience January 2005 - March 2008
Job Manager, Retail FP&A at Best Buy
Industry Medical Devices
Experience
Best Buy May 2014 - Present
Best Buy September 2012 - April 2014
Best Buy August 2011 - August 2012
AGA Medical Corporation, a part of St. Jude Medical March 2008 - August 2011
CBIZ January 2005 - March 2008
Skills
Accounting, Tax, Financial Analysis, Finance, Financial Reporting, Analysis, Project Management, Income Tax, Corporate Tax, ERP, Process Improvement, Tax Preparation, Mergers & Acquisitions, Fixed Assets, Retail, Manufacturing, Software implementation, Fast learner, Self motivated, Federal Tax, Tax Compliance
Education
Gustavus Adolphus College 2001 — 2005
Accounting
University of St. Thomas 2012 — 2012
Mini MBA
Best Buy May 2014 - Present
Best Buy September 2012 - April 2014
Best Buy August 2011 - August 2012
AGA Medical Corporation, a part of St. Jude Medical March 2008 - August 2011
CBIZ January 2005 - March 2008
Skills
Accounting, Tax, Financial Analysis, Finance, Financial Reporting, Analysis, Project Management, Income Tax, Corporate Tax, ERP, Process Improvement, Tax Preparation, Mergers & Acquisitions, Fixed Assets, Retail, Manufacturing, Software implementation, Fast learner, Self motivated, Federal Tax, Tax Compliance
Education
Gustavus Adolphus College 2001 — 2005
Accounting
University of St. Thomas 2012 — 2012
Mini MBA
Shari Rains's CBIZ Experience September 2012 - January 2013
Job Director of Operations at ENCOMPASS HR Solutions
Industry Human Resources
Experience
ENCOMPASS HR Solutions May 2015 - Present
ProviDrs Care Network March 2013 - April 2015
CBIZ September 2012 - January 2013
HR Benefits Manager August 2012 - September 2012
GE Aviation March 2011 - August 2012
Adecco Supporting GE Aviation August 2010 - March 2011
Hardman Benefit Plans, Inc. December 1995 - March 2010
Hardman Benefit Plans, Inc December 1995 - March 2010
Blue Cross and Blue Shield March 1994 - December 1995
Blue Cross and Blue Sheild of Kansas 1993 - 1995
Skills
Employee Benefits, Benefits Administration, FMLA, Insurance, HRIS, Customer Service, Employee Relations, Open Enrollment, Payroll, COBRA, New Hire Orientations, Leadership, Management, Personnel Management, Policy, Administration, Healthcare, Health Insurance, Hiring, Process Improvement, PPACA, Healthcare Reform, Workers Compensation, Onboarding, Team Building, Employee Handbooks, Negotiation, Interviews, Time Management, Workforce Planning, Labor Relations, Performance Management, College Recruiting, Applicant Tracking..., Deferred Compensation, Total Rewards, Compliance, Research, Microsoft Office, Medical Terminology, Claims Resolution, Project Management
Education
Emporia State University
Bachelor of Fine Arts, Communication
CCHS
ENCOMPASS HR Solutions May 2015 - Present
ProviDrs Care Network March 2013 - April 2015
CBIZ September 2012 - January 2013
HR Benefits Manager August 2012 - September 2012
GE Aviation March 2011 - August 2012
Adecco Supporting GE Aviation August 2010 - March 2011
Hardman Benefit Plans, Inc. December 1995 - March 2010
Hardman Benefit Plans, Inc December 1995 - March 2010
Blue Cross and Blue Shield March 1994 - December 1995
Blue Cross and Blue Sheild of Kansas 1993 - 1995
Skills
Employee Benefits, Benefits Administration, FMLA, Insurance, HRIS, Customer Service, Employee Relations, Open Enrollment, Payroll, COBRA, New Hire Orientations, Leadership, Management, Personnel Management, Policy, Administration, Healthcare, Health Insurance, Hiring, Process Improvement, PPACA, Healthcare Reform, Workers Compensation, Onboarding, Team Building, Employee Handbooks, Negotiation, Interviews, Time Management, Workforce Planning, Labor Relations, Performance Management, College Recruiting, Applicant Tracking..., Deferred Compensation, Total Rewards, Compliance, Research, Microsoft Office, Medical Terminology, Claims Resolution, Project Management
Education
Emporia State University
Bachelor of Fine Arts, Communication
CCHS
Jay Feingold's CBIZ Experience October 1997 - July 2002
Job CFO, MetroCapital Holdings, LLC
Industry Real Estate
Experience
MetroCapital Holdings, LLC December 2006 - Present
Deloitte & Touche October 2005 - December 2006
Holtz Rubenstein Reminick LLP July 2002 - October 2005
CBIZ October 1997 - July 2002
Skills
Certified Public..., Auditing, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Tax, Finance, Accounting
Education
Florida State University - College of Business 1992 — 1996
Bachelor of Science in Accounting
MetroCapital Holdings, LLC December 2006 - Present
Deloitte & Touche October 2005 - December 2006
Holtz Rubenstein Reminick LLP July 2002 - October 2005
CBIZ October 1997 - July 2002
Skills
Certified Public..., Auditing, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Tax, Finance, Accounting
Education
Florida State University - College of Business 1992 — 1996
Bachelor of Science in Accounting
Debbi Ballard Debbi Ballard's CBIZ Experience October 2003 - December 2005
Job Pursuing my dreams at Self Employed
Industry Professional Training & Coaching
Experience
Self Employed June 2008 - Present
Medelia Inc./Women Certified February 2008 - June 2008
Sanford Barrows Group January 2006 - 2008
CBIZ October 2003 - December 2005
Steven Douglas Associates March 2000 - October 2003
MediaOne/AT&T July 1997 - March 2003
Continental Airlines January 1991 - July 1997
Northwest Airlines January 1983 - June 1991
DOLPHIN AIR 1982 - 1984
Education
Florida Atlantic University 1992 — 1998
BS
Shenendehowa High School
Self Employed June 2008 - Present
Medelia Inc./Women Certified February 2008 - June 2008
Sanford Barrows Group January 2006 - 2008
CBIZ October 2003 - December 2005
Steven Douglas Associates March 2000 - October 2003
MediaOne/AT&T July 1997 - March 2003
Continental Airlines January 1991 - July 1997
Northwest Airlines January 1983 - June 1991
DOLPHIN AIR 1982 - 1984
Education
Florida Atlantic University 1992 — 1998
BS
Shenendehowa High School
Andrew Topolovich Andrew Topolovich's CBIZ Experience November 2005 - May 2013
Job Software Quality Engineer II at Midwest Technology Inc (Subsidiary of EnvisionRx)
Industry Information Technology and Services
Experience
Midwest Technology Inc (Subsidiary of EnvisionRx) April 2014 - Present
Croatia Juniors June 2013 - Present
Mentor Soccer Club August 2008 - June 2013
CBIZ November 2005 - May 2013
Skills
SQL, MCP, Testing, Access, Mentoring, Data Analysis, Strategic Planning, Management Consulting, Leadership, Social Media, Coaching
Education
John Carroll University 1997 — 2001
BS, Mathematics/Philosophy
Mentor High School 1994 — 1997
Midwest Technology Inc (Subsidiary of EnvisionRx) April 2014 - Present
Croatia Juniors June 2013 - Present
Mentor Soccer Club August 2008 - June 2013
CBIZ November 2005 - May 2013
Skills
SQL, MCP, Testing, Access, Mentoring, Data Analysis, Strategic Planning, Management Consulting, Leadership, Social Media, Coaching
Education
John Carroll University 1997 — 2001
BS, Mathematics/Philosophy
Mentor High School 1994 — 1997
Jay C. Langdon Jay C. Langdon's CBIZ Experience 2002 - October 2004
Job Program Coordinator at The Salvation Army
Industry Nonprofit Organization Management
Experience
Langdon & Associates, PLLC March 2008 - Present
The Salvation Army June 2011 - May 2013
Focus HR, Inc. May 2009 - April 2010
The Ashton Company, Inc. July 2007 - March 2008
Diversified Financial Concepts June 2006 - February 2007
Children's Clinics for Rehabilitative Services October 2005 - June 2006
Sonoran Scrapbooking November 2004 - July 2005
CBIZ 2002 - October 2004
NAREX 2000 - 2001
Tucson Newspapers 1999 - 2000
Skills
HRIS, Policy, Strategic Planning, Management Consulting, Employee Training, Billing Systems, Recruiting, Performance Management, Employee Benefits, Employer Branding, Legal Compliance, Conflict Resolution, Workforce Planning, Talent Management, Onboarding, Organizational..., Talent Acquisition, Operations Management, Change Management, Budgets, Human Resources, Management, Strategy, Applicant Tracking..., Coaching, Interviews, Social Networking, Outsourcing, Training, Leadership, Project Management, Employment Law, Deferred Compensation, HR Policies, Mergers & Acquisitions, Succession Planning, Analysis, Hiring, Personnel Management, Payroll, Leadership Development, Workshop Facilitation, Employee Relations, Employee Engagement, Job Descriptions, Organizational..., Career Development, Administration, Resume Writing, Time Management
Education
Denver Seminary 2010 — 2016
M Div, Spiritual Formation & Soul Care
University of Arizona 1996 — 1998
Master of Science (M.Sc.), Organizational Behavior and Management Information Systems
University of Arizona 1993 — 1996
B. S., Human Resource Management
El Camino College 1986 — 1991
A.S., Business Administration
Northrop University 1980 — 1981
Aerospace Engineering
Mira Costa 1976 — 1980
Langdon & Associates, PLLC March 2008 - Present
The Salvation Army June 2011 - May 2013
Focus HR, Inc. May 2009 - April 2010
The Ashton Company, Inc. July 2007 - March 2008
Diversified Financial Concepts June 2006 - February 2007
Children's Clinics for Rehabilitative Services October 2005 - June 2006
Sonoran Scrapbooking November 2004 - July 2005
CBIZ 2002 - October 2004
NAREX 2000 - 2001
Tucson Newspapers 1999 - 2000
Skills
HRIS, Policy, Strategic Planning, Management Consulting, Employee Training, Billing Systems, Recruiting, Performance Management, Employee Benefits, Employer Branding, Legal Compliance, Conflict Resolution, Workforce Planning, Talent Management, Onboarding, Organizational..., Talent Acquisition, Operations Management, Change Management, Budgets, Human Resources, Management, Strategy, Applicant Tracking..., Coaching, Interviews, Social Networking, Outsourcing, Training, Leadership, Project Management, Employment Law, Deferred Compensation, HR Policies, Mergers & Acquisitions, Succession Planning, Analysis, Hiring, Personnel Management, Payroll, Leadership Development, Workshop Facilitation, Employee Relations, Employee Engagement, Job Descriptions, Organizational..., Career Development, Administration, Resume Writing, Time Management
Education
Denver Seminary 2010 — 2016
M Div, Spiritual Formation & Soul Care
University of Arizona 1996 — 1998
Master of Science (M.Sc.), Organizational Behavior and Management Information Systems
University of Arizona 1993 — 1996
B. S., Human Resource Management
El Camino College 1986 — 1991
A.S., Business Administration
Northrop University 1980 — 1981
Aerospace Engineering
Mira Costa 1976 — 1980
Susan Greenway's CBIZ Experience 1998 - 2002
Job Derring's Accounting Service
Industry Nonprofit Organization Management
Experience
Derring's Accounting Service March 2014 - Present
Community Housing Network Inc. March 2008 - March 2014
CBIZ 1998 - 2002
Skills
GAAP, Accounting, Auditing, Internal Controls, Accounts Payable, Accounts Receivable, Cash Flow, Finance, Tax, Strategic Financial..., Invoicing, Management, Policy, Year-end Close, Balance, Affordable Housing, Tax Credits, Payroll, Financial Analysis, Budgets
Education
Franklin University 1974 — 1979
Bachelor's degree, Accounting
Teays Valley High School 1970 — 1973
High School Diploma, College Prep
Derring's Accounting Service March 2014 - Present
Community Housing Network Inc. March 2008 - March 2014
CBIZ 1998 - 2002
Skills
GAAP, Accounting, Auditing, Internal Controls, Accounts Payable, Accounts Receivable, Cash Flow, Finance, Tax, Strategic Financial..., Invoicing, Management, Policy, Year-end Close, Balance, Affordable Housing, Tax Credits, Payroll, Financial Analysis, Budgets
Education
Franklin University 1974 — 1979
Bachelor's degree, Accounting
Teays Valley High School 1970 — 1973
High School Diploma, College Prep
Shauna Jones's CBIZ Experience March 2000 - August 2000
Job Behavior Based Safety Facilitator at Wolf Creek Nuclear Operating Corporation
Industry Utilities
Experience
Wolf Creek Nuclear Operating Corporation May 2013 - Present
Wolf Creek Nuclear Operating Corporation January 2008 - May 2013
Wolf Creek Nuclear Operating Corporation October 2005 - January 2008
Wolf Creek Nuclear Operating Corporation September 2004 - October 2005
Wolf Creek Nuclear Operating Corporation/The Atlantic Group August 2000 - September 2004
CBIZ March 2000 - August 2000
Indus International March 1998 - February 2000
Wolf Creek Nuclear Operating Corporation (as a supplemental worker) June 1997 - February 1998
Skills
Nuclear, Power Generation, Power Plants, Energy, Change Management, Process Improvement, Performance Management, Human Performance, Project Planning, Organizational..., Performance Improvement, Industrial Safety, Nuclear Safety, Behavior Based Safety, Software Documentation, Health Physics, Program Management, Radiation Protection, Supervisory Skills
Education
Emporia State University 1992 — 1995
Business Administration and Management, General
Marais des Cygnes Valley High School
High School Diploma
Wolf Creek Nuclear Operating Corporation May 2013 - Present
Wolf Creek Nuclear Operating Corporation January 2008 - May 2013
Wolf Creek Nuclear Operating Corporation October 2005 - January 2008
Wolf Creek Nuclear Operating Corporation September 2004 - October 2005
Wolf Creek Nuclear Operating Corporation/The Atlantic Group August 2000 - September 2004
CBIZ March 2000 - August 2000
Indus International March 1998 - February 2000
Wolf Creek Nuclear Operating Corporation (as a supplemental worker) June 1997 - February 1998
Skills
Nuclear, Power Generation, Power Plants, Energy, Change Management, Process Improvement, Performance Management, Human Performance, Project Planning, Organizational..., Performance Improvement, Industrial Safety, Nuclear Safety, Behavior Based Safety, Software Documentation, Health Physics, Program Management, Radiation Protection, Supervisory Skills
Education
Emporia State University 1992 — 1995
Business Administration and Management, General
Marais des Cygnes Valley High School
High School Diploma
Brenda Kinsall Brenda Kinsall's CBIZ Experience September 2005 - December 2010
Job Licensed Real Estate Professional
Industry Real Estate
Experience
Keller Williams Consultants Realty April 2011 - Present
Real Living 2011 - 2012
CBIZ September 2005 - December 2010
Ohio Insurance Services Agency, Inc. 2000 - 2004
Xerox 1984 - 1986
Peat Marwick Mitchell 1980 - 1984
Skills
Investment Properties, Real Estate, Selling, Relocation, Sellers, Buyer Representation, First Time Home Buyers, Condos, New Home Sales, Short Sales, Foreclosures, Residential Homes, Real Estate Transactions, Contract Negotiation
Education
Hondros College 2011 — 2011
Real Estate
Keller Williams Consultants Realty April 2011 - Present
Real Living 2011 - 2012
CBIZ September 2005 - December 2010
Ohio Insurance Services Agency, Inc. 2000 - 2004
Xerox 1984 - 1986
Peat Marwick Mitchell 1980 - 1984
Skills
Investment Properties, Real Estate, Selling, Relocation, Sellers, Buyer Representation, First Time Home Buyers, Condos, New Home Sales, Short Sales, Foreclosures, Residential Homes, Real Estate Transactions, Contract Negotiation
Education
Hondros College 2011 — 2011
Real Estate
Daniel Risen's CBIZ Experience December 2013 - Present
Job Benefits Consultant at CBIZ
Industry Insurance
Experience
CBIZ December 2013 - Present
CBIZ January 2011 - Present
Northwestern Mutual Financial Network August 2010 - February 2011
Medical Management Professionals June 2005 - August 2006
AIM Healthcare 2004 - 2005
Skills
Employee Benefits, Insurance, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Public Speaking, Microsoft Word, Sales, Marketing, Process Improvement, Human Resources, Management, Group Benefit Plans, Health Insurance, Benefit Plan..., Team Building, Time Management, Leadership, Performance Management
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
Marketing, Spanish, Business Administration
Brentwood Academy 2000 — 2006
CBIZ December 2013 - Present
CBIZ January 2011 - Present
Northwestern Mutual Financial Network August 2010 - February 2011
Medical Management Professionals June 2005 - August 2006
AIM Healthcare 2004 - 2005
Skills
Employee Benefits, Insurance, Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Public Speaking, Microsoft Word, Sales, Marketing, Process Improvement, Human Resources, Management, Group Benefit Plans, Health Insurance, Benefit Plan..., Team Building, Time Management, Leadership, Performance Management
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
Marketing, Spanish, Business Administration
Brentwood Academy 2000 — 2006
Bob Willbanks Bob Willbanks's CBIZ Experience January 2013 - December 2014
Job CEO at CoreFocus Employer Solutions LLC
Industry Accounting
Experience
CoreFocus Employer Solutions LLC September 2015 - Present
ThreeFive, Inc. January 2015 - Present
CBIZ January 2013 - December 2014
Payroll Control Systems March 2007 - December 2012
RE/MAX October 2005 - March 2007
Real Estate Technology Connection January 2002 - September 2005
Homestore January 1998 - December 2001
PayDay of MN, Inc. July 1994 - October 1997
Payroll Plus October 1989 - June 1994
Paychex June 1981 - October 1988
Skills
Leadership, Business Development, Sales Management, Training, Selling, Management, Sales, Payroll, Employee Benefits, Small Business, Refunds, Credits and..., Sales Tax Recovery, R&D Tax Credits, Meals & Entertainment..., Cost Segregation, Energy Audits, Domestic Production..., Asset Discovery, State Audit Defense, IRS Audit Defense, Value-Added Tax (VAT), Strategic Planning, Sales Process, Customer Service, Marketing, Account Management, Sales Operations, Solution Selling, Team Building, Cold Calling, Salesforce.com, Time Management, Coaching, Executive Management, Customer Retention, Start-ups, New Business Development, Lead Generation, Sales Presentations, Consultative Selling, Direct Sales
Education
Gustavus Adolphus College 1979 — 1981
Apple Valley High School 1976 — 1979
CoreFocus Employer Solutions LLC September 2015 - Present
ThreeFive, Inc. January 2015 - Present
CBIZ January 2013 - December 2014
Payroll Control Systems March 2007 - December 2012
RE/MAX October 2005 - March 2007
Real Estate Technology Connection January 2002 - September 2005
Homestore January 1998 - December 2001
PayDay of MN, Inc. July 1994 - October 1997
Payroll Plus October 1989 - June 1994
Paychex June 1981 - October 1988
Skills
Leadership, Business Development, Sales Management, Training, Selling, Management, Sales, Payroll, Employee Benefits, Small Business, Refunds, Credits and..., Sales Tax Recovery, R&D Tax Credits, Meals & Entertainment..., Cost Segregation, Energy Audits, Domestic Production..., Asset Discovery, State Audit Defense, IRS Audit Defense, Value-Added Tax (VAT), Strategic Planning, Sales Process, Customer Service, Marketing, Account Management, Sales Operations, Solution Selling, Team Building, Cold Calling, Salesforce.com, Time Management, Coaching, Executive Management, Customer Retention, Start-ups, New Business Development, Lead Generation, Sales Presentations, Consultative Selling, Direct Sales
Education
Gustavus Adolphus College 1979 — 1981
Apple Valley High School 1976 — 1979
Vince McCoy Vince McCoy's CBIZ Experience April 2005 - November 2007
Job Principal
Industry Real Estate
Experience
VLS Investments February 2011 - Present
Keller Williams Real Estate October 2004 - April 2011
CBIZ April 2005 - November 2007
CBRE September 1997 - November 2005
Skills
Investment Properties, Real Estate, Real Estate Transactions, First Time Home Buyers, Negotiation, Sales, REO, Foreclosures, Property Management, Investors, Short Sales
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Georgia Institute of Technology 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
VLS Investments February 2011 - Present
Keller Williams Real Estate October 2004 - April 2011
CBIZ April 2005 - November 2007
CBRE September 1997 - November 2005
Skills
Investment Properties, Real Estate, Real Estate Transactions, First Time Home Buyers, Negotiation, Sales, REO, Foreclosures, Property Management, Investors, Short Sales
Education
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Georgia Institute of Technology 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Tom Wickes PMP, CISA's CBIZ Experience June 2012 - March 2013
Job Project Manager, Technical Project Manager CyberArk at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal July 2015 - Present
SunTrust Bank March 2013 - June 2015
The Accountware Group, Inc. 2004 - 2015
CBIZ June 2012 - March 2013
AUGME TECHNOLOGIES May 2011 - June 2012
AT&T December 2010 - August 2011
InComm March 2009 - November 2010
Skills
SOX, Compliance, Audit, Internal Controls, Internal Audit, IT Audit, SAS70, CISA, Auditing, Risk Management, Security, Risk, Enterprise Risk..., Risk Mitigation, Process Engineering, Process Improvement, Budgeting, Change Management, ERP, Vendor Management, Customer Relations, Strategic Planning, Program Management, Team Building, IT Governance, Financial Reporting, Accounting, Business Process..., Risk Assessment, Supply Chain, IT Management, Governance, Manufacturing, COSO, Financial Risk, Sarbanes-Oxley Act, Customer Service, COBIT, Information Technology, PMP
Education
Florida Atlantic University
MBA
Bank of Montreal July 2015 - Present
SunTrust Bank March 2013 - June 2015
The Accountware Group, Inc. 2004 - 2015
CBIZ June 2012 - March 2013
AUGME TECHNOLOGIES May 2011 - June 2012
AT&T December 2010 - August 2011
InComm March 2009 - November 2010
Skills
SOX, Compliance, Audit, Internal Controls, Internal Audit, IT Audit, SAS70, CISA, Auditing, Risk Management, Security, Risk, Enterprise Risk..., Risk Mitigation, Process Engineering, Process Improvement, Budgeting, Change Management, ERP, Vendor Management, Customer Relations, Strategic Planning, Program Management, Team Building, IT Governance, Financial Reporting, Accounting, Business Process..., Risk Assessment, Supply Chain, IT Management, Governance, Manufacturing, COSO, Financial Risk, Sarbanes-Oxley Act, Customer Service, COBIT, Information Technology, PMP
Education
Florida Atlantic University
MBA
Joan Hollister, SPHR's CBIZ Experience January 2005 - November 2012
Job Strategic HR Partner
Industry Financial Services
Experience
CBIZ January 2005 - November 2012
Independent Consultant December 2001 - January 2005
Janus Capital Group September 2000 - November 2001
DST Output May 1997 - September 2000
Graphic Technology, Inc. January 1996 - May 1997
Skills
Employee Relations, Performance Management, Compliance, Benefits, Coaching, Employee Benefits, HRIS, Deferred Compensation, Succession Planning, Human Resources, Leadership, Personnel Management, Management, Benefits Administration, Talent Management, Recruiting, Talent Acquisition, Organizational..., Strategic Planning, Workforce Planning, Employee Engagement, College Recruiting, Job Descriptions, Applicant Tracking..., New Hire Orientations, HR Policies, Organizational..., Employee Handbooks, Compensation & Benefit, Interviews, Organizational Design, SPHR, HR Consulting, FMLA, Career Development, Payroll, Labor Relations, Taleo, LinkedIn Recruiter, COBRA, Executive Pay, Employment Law, Job Analysis, Legal Compliance, PeopleSoft, Affirmative Action, Open Enrollment, Conflict Resolution
Education
Fort Lewis College 1990 — 1994
BA
SM East 1986 — 1990
CBIZ January 2005 - November 2012
Independent Consultant December 2001 - January 2005
Janus Capital Group September 2000 - November 2001
DST Output May 1997 - September 2000
Graphic Technology, Inc. January 1996 - May 1997
Skills
Employee Relations, Performance Management, Compliance, Benefits, Coaching, Employee Benefits, HRIS, Deferred Compensation, Succession Planning, Human Resources, Leadership, Personnel Management, Management, Benefits Administration, Talent Management, Recruiting, Talent Acquisition, Organizational..., Strategic Planning, Workforce Planning, Employee Engagement, College Recruiting, Job Descriptions, Applicant Tracking..., New Hire Orientations, HR Policies, Organizational..., Employee Handbooks, Compensation & Benefit, Interviews, Organizational Design, SPHR, HR Consulting, FMLA, Career Development, Payroll, Labor Relations, Taleo, LinkedIn Recruiter, COBRA, Executive Pay, Employment Law, Job Analysis, Legal Compliance, PeopleSoft, Affirmative Action, Open Enrollment, Conflict Resolution
Education
Fort Lewis College 1990 — 1994
BA
SM East 1986 — 1990
Olga Bardina, CPA's CBIZ Experience January 2009 - May 2010
Job Tax Senior Manager at Habif, Arogeti & Wynne,LLP
Industry Accounting
Experience
Habif, Arogeti & Wynne,LLP September 2014 - Present
Habif, Arogeti & Wynne,LLP May 2010 - Present
CBIZ January 2009 - May 2010
Deloitte Tax LLP November 2007 - December 2008
Cherry, Bekaert & Holland, LLP August 2004 - 2007
Skills
Corporate Tax, International Tax, Tax Research, Tax, Income Tax, Tax Compliance
Education
University of Florida - Warrington College of Business Administration 1999 — 2004
Masters, Accounting
Emory University 1998 — 1999
Masters, Comparative Literature
Lomonosov Moscow State University (MSU) 1992 — 1998
Diploma, Linguistics
Habif, Arogeti & Wynne,LLP September 2014 - Present
Habif, Arogeti & Wynne,LLP May 2010 - Present
CBIZ January 2009 - May 2010
Deloitte Tax LLP November 2007 - December 2008
Cherry, Bekaert & Holland, LLP August 2004 - 2007
Skills
Corporate Tax, International Tax, Tax Research, Tax, Income Tax, Tax Compliance
Education
University of Florida - Warrington College of Business Administration 1999 — 2004
Masters, Accounting
Emory University 1998 — 1999
Masters, Comparative Literature
Lomonosov Moscow State University (MSU) 1992 — 1998
Diploma, Linguistics
Mary Ellen (DiFelice) Harris's CBIZ Experience January 2005 - December 2006
Job Human Resources Manager at Global Tax Management
Industry Legal Services
Experience
Global Tax Management August 2015 - Present
Eastern University September 2013 - Present
Gwynedd Mercy University September 2011 - Present
Deaf-Hearing Communication Centre, Inc. May 2009 - Present
Kessler Topaz Meltzer & Check, LLP February 2014 - July 2015
Kreischer Miller November 1999 - February 2014
CBIZ January 2005 - December 2006
SmithKline Beecham Clinical Labs / Quest Diagnostics February 1997 - November 1999
DecisionOne / Bell Atlantic Business Systems Services September 1991 - February 1997
Rent-A-Center May 1990 - September 1991
Skills
Human Resources, Employee Benefits, Employee Relations, Succession Planning, Talent Management, Performance Management, Recruiting, Leadership Development, Payroll, Mergers & Acquisitions, Change Management, Leadership, Accounting, Deferred Compensation, Nonprofits, Due Diligence, Onboarding, Organizational..., Workforce Planning
Education
Eastern University 2010 — 2015
PhD, Leadership, 3.9
Pennsylvania State University-Great Valley Graduate Center
Master's Degree, Organizational Design & Development, 3.88
York College of Pennsylvania 1986 — 1990
Bachelor's degree, Human Resources Management, 3.3
Ridley Senior High School
High School
Global Tax Management August 2015 - Present
Eastern University September 2013 - Present
Gwynedd Mercy University September 2011 - Present
Deaf-Hearing Communication Centre, Inc. May 2009 - Present
Kessler Topaz Meltzer & Check, LLP February 2014 - July 2015
Kreischer Miller November 1999 - February 2014
CBIZ January 2005 - December 2006
SmithKline Beecham Clinical Labs / Quest Diagnostics February 1997 - November 1999
DecisionOne / Bell Atlantic Business Systems Services September 1991 - February 1997
Rent-A-Center May 1990 - September 1991
Skills
Human Resources, Employee Benefits, Employee Relations, Succession Planning, Talent Management, Performance Management, Recruiting, Leadership Development, Payroll, Mergers & Acquisitions, Change Management, Leadership, Accounting, Deferred Compensation, Nonprofits, Due Diligence, Onboarding, Organizational..., Workforce Planning
Education
Eastern University 2010 — 2015
PhD, Leadership, 3.9
Pennsylvania State University-Great Valley Graduate Center
Master's Degree, Organizational Design & Development, 3.88
York College of Pennsylvania 1986 — 1990
Bachelor's degree, Human Resources Management, 3.3
Ridley Senior High School
High School
Brian Conroy's CBIZ Experience August 2008 - July 2011
Job Finance Director at Tamara Mellon Brand, LLC
Industry Accounting
Experience
Tamara Mellon Brand, LLC January 2014 - Present
Haute Hippie July 2011 - December 2013
CBIZ August 2008 - July 2011
CBIZ Mahoney Cohen August 2008 - July 2011
Mahoney Cohen & Co. November 2006 - August 2008
Skills
GAAP, US GAAP, Auditing, Internal Controls, SEC filings, Budgets, Financial Reporting, Financial Modeling, Financial Accounting, Accounts Payable, Payroll, Operations Management, Inventory Control, Factor Analysis, Due Diligence
Education
Hofstra University 2003 — 2006
Bachelor of Science (BS), Accounting
Hofstra University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Tamara Mellon Brand, LLC January 2014 - Present
Haute Hippie July 2011 - December 2013
CBIZ August 2008 - July 2011
CBIZ Mahoney Cohen August 2008 - July 2011
Mahoney Cohen & Co. November 2006 - August 2008
Skills
GAAP, US GAAP, Auditing, Internal Controls, SEC filings, Budgets, Financial Reporting, Financial Modeling, Financial Accounting, Accounts Payable, Payroll, Operations Management, Inventory Control, Factor Analysis, Due Diligence
Education
Hofstra University 2003 — 2006
Bachelor of Science (BS), Accounting
Hofstra University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Sean Brand's CBIZ Experience 2000 - 2002
Job Owner, Total HR Consulting and Human Resources Consultant
Industry Human Resources
Experience
Total HR Consulting, Inc. 2002 - Present
CBIZ 2000 - 2002
DuPont Photomasks, Inc. 1998 - 2000
DuPont Photomasks, Inc. 1994 - 1997
Skills
Human Resources, Employment Law, Onboarding, Recruiting, HRIS, Employee Relations, Employee Benefits, Workforce Planning, Talent Management, Deferred Compensation, Personnel Management, Benefits Administration, Talent Acquisition, Performance Management, HR Consulting, Training
Education
Golden Gate University 2010 — 2011
MS, Human Resource Management
San Jose State University
BA, Psychology
Total HR Consulting, Inc. 2002 - Present
CBIZ 2000 - 2002
DuPont Photomasks, Inc. 1998 - 2000
DuPont Photomasks, Inc. 1994 - 1997
Skills
Human Resources, Employment Law, Onboarding, Recruiting, HRIS, Employee Relations, Employee Benefits, Workforce Planning, Talent Management, Deferred Compensation, Personnel Management, Benefits Administration, Talent Acquisition, Performance Management, HR Consulting, Training
Education
Golden Gate University 2010 — 2011
MS, Human Resource Management
San Jose State University
BA, Psychology
William W Donahoe's CBIZ Experience January 1989 - Present
Job President at CBIZ/M.T. Donahoe & Assoc., LLC
Industry Insurance
Experience
CBIZ January 1989 - Present
Skills
401k, Group Insurance, Individual Health..., Webinars, Affordable Care Act..., Health Insurance
Education
Hofstra University
BBA, Management
CBIZ January 1989 - Present
Skills
401k, Group Insurance, Individual Health..., Webinars, Affordable Care Act..., Health Insurance
Education
Hofstra University
BBA, Management
Sam Noures's CBIZ Experience May 2001 - November 2001
Job Senior Oracle Apps TechnoFunctional Consultant at Kema
Industry Information Technology and Services
Experience
Kema February 2009 - Present
Intertek November 2001 - February 2009
CBIZ May 2001 - November 2001
Skills
SQL, Oracle Applications, Oracle, Unix, Business Intelligence, Requirements Analysis, Integration, Cloud Computing, Software Development, Databases, Data Modeling, Database Design, Oracle E-Business Suite, ETL, PL/SQL, Business Analysis
Education
Harvard University 2005 — 2009
Kema February 2009 - Present
Intertek November 2001 - February 2009
CBIZ May 2001 - November 2001
Skills
SQL, Oracle Applications, Oracle, Unix, Business Intelligence, Requirements Analysis, Integration, Cloud Computing, Software Development, Databases, Data Modeling, Database Design, Oracle E-Business Suite, ETL, PL/SQL, Business Analysis
Education
Harvard University 2005 — 2009
Jason Poon's CBIZ Experience 2005 - 2007
Job IT Audit Manager at HD Supply
Industry Building Materials
Experience
HD Supply January 2014 - Present
BankUnited January 2013 - January 2014
HW&S LLC April 2012 - December 2012
Harris November 2008 - May 2012
Harris Corporation July 2007 - November 2008
Christian runners 2007 - 2008
CBIZ 2005 - 2007
Deloitte 2003 - 2005
OCA 2000 - 2001
UPS 2000 - 2001
Skills
Auditing, IT Audit, SAS70, PeopleSoft, Internal Audit, Internal Controls, Visio, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley, Change Management, Business Analysis, Access, Risk Management, Data Analytics, Project Management, Six Sigma, Information Security
Education
Georgia State University 2000 — 2002
Masters in Accountancy, Accounting with Systems, 4.0
Georgia State University 1996 — 2000
Bachelor’s Degree, Accounting, 3.8
HD Supply January 2014 - Present
BankUnited January 2013 - January 2014
HW&S LLC April 2012 - December 2012
Harris November 2008 - May 2012
Harris Corporation July 2007 - November 2008
Christian runners 2007 - 2008
CBIZ 2005 - 2007
Deloitte 2003 - 2005
OCA 2000 - 2001
UPS 2000 - 2001
Skills
Auditing, IT Audit, SAS70, PeopleSoft, Internal Audit, Internal Controls, Visio, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley, Change Management, Business Analysis, Access, Risk Management, Data Analytics, Project Management, Six Sigma, Information Security
Education
Georgia State University 2000 — 2002
Masters in Accountancy, Accounting with Systems, 4.0
Georgia State University 1996 — 2000
Bachelor’s Degree, Accounting, 3.8
Cristofer L. Davila, CPA's CBIZ Experience December 2005 - October 2006
Job Senior Accountant at KLX Aerospace Solutions.
Industry Accounting
Experience
KLX Aerospace Solutions May 2010 - Present
BDO Seidman, LLP September 2007 - January 2010
Miami Museum of Science November 2006 - August 2007
CBIZ December 2005 - October 2006
Skills
Financial Reporting, Accounting, GAAP, US GAAP, SEC filings, CPA
Education
Florida International University - College of Business 2006 — 2007
Masters, Accounting
Florida International University - College of Business Administration 2001 — 2005
Bachelor, Accounting
KLX Aerospace Solutions May 2010 - Present
BDO Seidman, LLP September 2007 - January 2010
Miami Museum of Science November 2006 - August 2007
CBIZ December 2005 - October 2006
Skills
Financial Reporting, Accounting, GAAP, US GAAP, SEC filings, CPA
Education
Florida International University - College of Business 2006 — 2007
Masters, Accounting
Florida International University - College of Business Administration 2001 — 2005
Bachelor, Accounting
Jennifer Kennedy Ontko's CBIZ Experience May 2002 - Present
Job Retirement Plan Consultant at CBIZ
Industry Financial Services
Experience
CBIZ May 2002 - Present
KeyCorp February 2000 - May 2002
KeyCorp November 1997 - February 2000
KeyCorp June 1994 - November 1997
Skills
Employee Benefits, Retirement Planning, Management, 401k, Financial Services, Mergers & Acquisitions
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1998
MBA, Human Resources Management and Services
John Carroll University 1990 — 1994
BS, Math and Economics
CBIZ May 2002 - Present
KeyCorp February 2000 - May 2002
KeyCorp November 1997 - February 2000
KeyCorp June 1994 - November 1997
Skills
Employee Benefits, Retirement Planning, Management, 401k, Financial Services, Mergers & Acquisitions
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1998
MBA, Human Resources Management and Services
John Carroll University 1990 — 1994
BS, Math and Economics
Robin Urbanec Niel's CBIZ Experience July 1999 - December 2006
Job Team Leader HR Consulting at JW Terrill | a Marsh & McLennan Agency LLC company
Industry Human Resources
Experience
J.W. Terrill June 2010 - Present
The Home Depot December 2006 - April 2010
CBIZ July 1999 - December 2006
Skills
Employee Benefits, Employee Relations, Benefits Administration, HRIS, Human Resources, Onboarding, HR Consulting, Performance Management, Recruiting, Succession Planning
Education
Fontbonne University 1998 — 2002
Bachelor of Business Administration (BBA)
J.W. Terrill June 2010 - Present
The Home Depot December 2006 - April 2010
CBIZ July 1999 - December 2006
Skills
Employee Benefits, Employee Relations, Benefits Administration, HRIS, Human Resources, Onboarding, HR Consulting, Performance Management, Recruiting, Succession Planning
Education
Fontbonne University 1998 — 2002
Bachelor of Business Administration (BBA)
Dean Skwarcan's CBIZ Experience September 1996 - June 1999
Job President St. Joseph Paper + Packaging
Industry Packaging and Containers
Experience
St. Joseph Paper + Packaging July 1999 - Present
CBIZ September 1996 - June 1999
Education
Indiana University South Bend 2001 — 2003
MBA, business
Indiana University Bloomington 1992 — 1996
bachelors, business - accounting
St. Joseph Paper + Packaging July 1999 - Present
CBIZ September 1996 - June 1999
Education
Indiana University South Bend 2001 — 2003
MBA, business
Indiana University Bloomington 1992 — 1996
bachelors, business - accounting
Yin Law's CBIZ Experience 1999 - 2008
Job Accountant
Industry Entertainment
Experience
Avail-TVN February 2010 - Present
cbiz 1999 - 2008
Education
Florida International University - College of Business 1994 — 1998
economics
Avail-TVN February 2010 - Present
cbiz 1999 - 2008
Education
Florida International University - College of Business 1994 — 1998
economics
Anthony Albi's CBIZ Experience May 2001 - October 2003
Job Senior Software Developer at Lagniappe Pharmacy Services
Industry Computer Software
Experience
Meritain Health February 2014 - Present
Lagniappe Pharmacy Services May 2013 - February 2014
Software Consortium February 2004 - May 2013
Erickson Retirement Communities September 2004 - July 2008
CBIZ May 2001 - October 2003
DPI Business Infosystems June 2000 - May 2001
Skills
ASP, Process Improvement, JavaScript, SharePoint, Program Management, ASP.NET, SDLC, Integration, Microsoft SQL Server, Requirements Analysis, SQL, CSS, PMO, Healthcare Information..., C#, Web Applications
Education
Towson University 1998 — 2000
Essex Community College 1996 — 1998
AA, General
Meritain Health February 2014 - Present
Lagniappe Pharmacy Services May 2013 - February 2014
Software Consortium February 2004 - May 2013
Erickson Retirement Communities September 2004 - July 2008
CBIZ May 2001 - October 2003
DPI Business Infosystems June 2000 - May 2001
Skills
ASP, Process Improvement, JavaScript, SharePoint, Program Management, ASP.NET, SDLC, Integration, Microsoft SQL Server, Requirements Analysis, SQL, CSS, PMO, Healthcare Information..., C#, Web Applications
Education
Towson University 1998 — 2000
Essex Community College 1996 — 1998
AA, General
Melissa Day-O'Farrell's CBIZ Experience December 2009 - August 2010
Job Executive Administrative Assistant at Accenture
Industry Telecommunications
Experience
Accenture February 2011 - Present
CBIZ December 2009 - August 2010
Education
Friends University 2006 — 2007
Accenture February 2011 - Present
CBIZ December 2009 - August 2010
Education
Friends University 2006 — 2007
Terri Bur's CBIZ Experience October 2014 - Present
Job Chief Human Resources Officer at CBIZ
Industry Financial Services
Experience
CBIZ October 2014 - Present
Terracon July 2014 - September 2014
CBIZ Women's Advantage at CBIZ January 2005 - July 2014
CBIZ January 1999 - July 2014
Robert D. O'Byrne & Associates and The Grant Nelson Group July 1995 - January 1999
Skills
Employee Benefits, Benefits Administration, HRIS, Business Development, Employee Relations, Talent Management, Executive Pay
Education
Emporia State University 1983 — 1986
CBIZ October 2014 - Present
Terracon July 2014 - September 2014
CBIZ Women's Advantage at CBIZ January 2005 - July 2014
CBIZ January 1999 - July 2014
Robert D. O'Byrne & Associates and The Grant Nelson Group July 1995 - January 1999
Skills
Employee Benefits, Benefits Administration, HRIS, Business Development, Employee Relations, Talent Management, Executive Pay
Education
Emporia State University 1983 — 1986
Harry J. Getzov's CBIZ Experience 2007 - 2010
Job Author, Professional Speaker and Owner of Eldercation, Inc.
Industry Research
Experience
Elder Law Associates PA August 2013 - Present
Eldercation, Inc. June 1994 - Present
The Sexuality and Aging Consortium at Widener University September 2012 - Present
CBIZ 2007 - 2010
Law Offices of Share & Blejec August 2005 - June 2007
Harry J. Getzov March 1992 - August 2005
Law Office of Kevin D. Quinn March 2001 - October 2003
Atlantic/Select Records March 1988 - March 1992
Skills
Public Speaking, Research, Non-profits, Editing, Writing, Social Media, Public Relations, Event Planning, Strategic Planning, Social Media Marketing, Microsoft Office, Fundraising, Nonprofits, Leadership Development, Books, Seniors, Marketing Strategy, Published Author, Interviews, Budgets, Training, Advertising, Community Outreach, Social Networking, Management, Time Management, PowerPoint, Legal Research, Publishing, Newsletters, Blogging, Business Planning, Media Relations, Legal Writing, Volunteer Management, Press Releases, Copywriting, Marketing, Program Development, Publicity, Strategic Communications, Small Business, Grant Writing, Creative Writing, Policy
Education
Emory University School of Law 1981 — 1985
JD
Boston University - College of Liberal Arts 1976 — 1980
BA, Social Sciences - History, Magna Cum Laude
City of London University 1979 — 1979
Extensive Travel Throughout the UK and Europe., Study Abroad Experience
NY Writer's Workshop
Elder Law Associates PA August 2013 - Present
Eldercation, Inc. June 1994 - Present
The Sexuality and Aging Consortium at Widener University September 2012 - Present
CBIZ 2007 - 2010
Law Offices of Share & Blejec August 2005 - June 2007
Harry J. Getzov March 1992 - August 2005
Law Office of Kevin D. Quinn March 2001 - October 2003
Atlantic/Select Records March 1988 - March 1992
Skills
Public Speaking, Research, Non-profits, Editing, Writing, Social Media, Public Relations, Event Planning, Strategic Planning, Social Media Marketing, Microsoft Office, Fundraising, Nonprofits, Leadership Development, Books, Seniors, Marketing Strategy, Published Author, Interviews, Budgets, Training, Advertising, Community Outreach, Social Networking, Management, Time Management, PowerPoint, Legal Research, Publishing, Newsletters, Blogging, Business Planning, Media Relations, Legal Writing, Volunteer Management, Press Releases, Copywriting, Marketing, Program Development, Publicity, Strategic Communications, Small Business, Grant Writing, Creative Writing, Policy
Education
Emory University School of Law 1981 — 1985
JD
Boston University - College of Liberal Arts 1976 — 1980
BA, Social Sciences - History, Magna Cum Laude
City of London University 1979 — 1979
Extensive Travel Throughout the UK and Europe., Study Abroad Experience
NY Writer's Workshop
Curtis Shelton's CBIZ Experience October 2013 - Present
Job Application Developer at CBIZ
Industry Internet
Experience
CBIZ October 2013 - Present
Crowe Horwath June 2005 - October 2013
eDEN Gaming & Repair June 2004 - October 2007
Grand Rapids Children's Museum September 2004 - July 2005
Alticor January 2004 - January 2005
Meijer, Grandville June 2000 - March 2004
Steelcase September 2003 - December 2003
Skills
HTML, Web Development, CSS, JavaScript, Databases, Web Services, WordPress, ASP, CMS, .NET, Dreamweaver, Adobe Creative Suite, Web Applications, jQuery, SEO, ASP.NET, VB.NET, SQL Server, IIS, XHTML, Application Development, C#, XML, Visual Studio, MOSS 2007, SQL, Visual Basic, XSLT, Ektron, LINQ, Google Analytics, Google Webmaster Tools, ColdFusion, Flash Builder, Brightcove, Eloqua, Mobile Design, Accessibility, Tortoise SVN, VSTS, RESTful WebServices, Salesforce.com..., Pardot, Apex Programming, Salesforce.com..., DotNetNuke, Salesforce Service Cloud, Salesforce Data.com, Salesforce Integrations, ASP.NET MVC
Education
Grand Valley State University 1999 — 2005
Bahelor of Science, Information Systems
Cedar Springs High School 1995 — 1999
Diploma with Honors, College Prep
CBIZ October 2013 - Present
Crowe Horwath June 2005 - October 2013
eDEN Gaming & Repair June 2004 - October 2007
Grand Rapids Children's Museum September 2004 - July 2005
Alticor January 2004 - January 2005
Meijer, Grandville June 2000 - March 2004
Steelcase September 2003 - December 2003
Skills
HTML, Web Development, CSS, JavaScript, Databases, Web Services, WordPress, ASP, CMS, .NET, Dreamweaver, Adobe Creative Suite, Web Applications, jQuery, SEO, ASP.NET, VB.NET, SQL Server, IIS, XHTML, Application Development, C#, XML, Visual Studio, MOSS 2007, SQL, Visual Basic, XSLT, Ektron, LINQ, Google Analytics, Google Webmaster Tools, ColdFusion, Flash Builder, Brightcove, Eloqua, Mobile Design, Accessibility, Tortoise SVN, VSTS, RESTful WebServices, Salesforce.com..., Pardot, Apex Programming, Salesforce.com..., DotNetNuke, Salesforce Service Cloud, Salesforce Data.com, Salesforce Integrations, ASP.NET MVC
Education
Grand Valley State University 1999 — 2005
Bahelor of Science, Information Systems
Cedar Springs High School 1995 — 1999
Diploma with Honors, College Prep
Sharon Ringnalda's CBIZ Experience January 2006 - April 2010
Job President at FARE Accounting Services, LLC
Industry Accounting
Experience
FARE Accounting Services, LLC July 2012 - Present
Berman & Company, P.A. February 2011 - July 2012
CBIZ January 2006 - April 2010
Arizona Beverage Company 2003 - 2005
Kona Beverage 2002 - 2002
Skills
SEC reporting, Auditing, GAAP, Financial Reporting, Accounting, Income Tax, Accounts Receivable, Forecasting, SEC filings, Financial Statements, Tax Preparation, Payroll, Financial Audits, US GAAP
Education
Nova Southeastern University 2007 — 2009
Masters, Accounting
Florida Atlantic University 2004 — 2006
Bachelor of Science, Accounting
FARE Accounting Services, LLC July 2012 - Present
Berman & Company, P.A. February 2011 - July 2012
CBIZ January 2006 - April 2010
Arizona Beverage Company 2003 - 2005
Kona Beverage 2002 - 2002
Skills
SEC reporting, Auditing, GAAP, Financial Reporting, Accounting, Income Tax, Accounts Receivable, Forecasting, SEC filings, Financial Statements, Tax Preparation, Payroll, Financial Audits, US GAAP
Education
Nova Southeastern University 2007 — 2009
Masters, Accounting
Florida Atlantic University 2004 — 2006
Bachelor of Science, Accounting
Ada Oliva's CBIZ Experience April 1990 - January 2007
Job Controller at Tamiami Automotive Group
Industry Automotive
Experience
Tamiami Chrysler Jeep February 2007 - Present
CBIZ April 1990 - January 2007
Education
Florida International University 1990 — 1996
Tamiami Chrysler Jeep February 2007 - Present
CBIZ April 1990 - January 2007
Education
Florida International University 1990 — 1996
Deanna Beebe's CBIZ Experience July 2006 - Present
Job Account Mangaer at CBIZ
Industry Insurance
Experience
CBIZ July 2006 - Present
Aon April 1986 - June 2005
Skills
Health Insurance, Benefits Administration, Health Savings Accounts, Health Care Reform, COBRA, Life Insurance, Insurance, ERISA, Brokers, 401k, Disability Insurance, Defined Benefit, Term Life Insurance, Account Management, Claim, Retirement, Open Enrollment, Sales, Medicare, Small Business, Human Resources, Long-term Care, Coaching, Training, Managed Care, Employee Relations, Outlook, Team Building, FMLA, Healthcare, Leadership Development
Education
Friends University 2001 — 2003
Master's degree, Human Resources Development / Organizational Development
Friends University 2000 — 2003
Bachelor's degree, Organizational Management & Leadership
CBIZ July 2006 - Present
Aon April 1986 - June 2005
Skills
Health Insurance, Benefits Administration, Health Savings Accounts, Health Care Reform, COBRA, Life Insurance, Insurance, ERISA, Brokers, 401k, Disability Insurance, Defined Benefit, Term Life Insurance, Account Management, Claim, Retirement, Open Enrollment, Sales, Medicare, Small Business, Human Resources, Long-term Care, Coaching, Training, Managed Care, Employee Relations, Outlook, Team Building, FMLA, Healthcare, Leadership Development
Education
Friends University 2001 — 2003
Master's degree, Human Resources Development / Organizational Development
Friends University 2000 — 2003
Bachelor's degree, Organizational Management & Leadership
Neila Whitt's CBIZ Experience January 1999 - December 2000
Job Manager, Internal Audit
Industry Utilities
Experience
Kansas City Power & Light January 2005 - Present
Commerce Bank January 2001 - December 2004
CBIZ January 1999 - December 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Sarbanes-Oxley, Auditing, Financial Reporting, IT Audit, Risk Assessment, Financial Analysis, Financial Risk, Accounting, Risk Management, Corporate Governance, Enterprise Risk..., COSO, Process Improvement
Education
Wichita State University 1980 — 1983
BBA, Accounting
Fort Hays State University
MS, Education
Kansas City Power & Light January 2005 - Present
Commerce Bank January 2001 - December 2004
CBIZ January 1999 - December 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Sarbanes-Oxley, Auditing, Financial Reporting, IT Audit, Risk Assessment, Financial Analysis, Financial Risk, Accounting, Risk Management, Corporate Governance, Enterprise Risk..., COSO, Process Improvement
Education
Wichita State University 1980 — 1983
BBA, Accounting
Fort Hays State University
MS, Education
Eric V's CBIZ Experience September 2014 - Present
Job Accounting Consultant at CBIZ
Industry Capital Markets
Experience
CBIZ September 2014 - Present
CBIZ November 2013 - March 2014
Addison Group 2014 - 2014
Sun Coast Resources, Inc. 2012 - 2012
ExperisNL (Shelf Drilling) 2012 - 2012
Highway Technologies, Inc. 2011 - 2012
Bank of New York Mellon 2006 - 2011
JPMorgan Chase 2000 - 2006
Skills
Financial Modeling, Cash Management, Financial Analysis, Bloomberg, Structured Finance, CDO, Portfolio Management, Credit, Banking, Financial Services, SAP, Oracle J.D. Edwards One, Hyperion
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Houston Community College
21 Upper level Accounting Hours, Accounting
University of Houston
Finance, General
St Thomas High School
CBIZ September 2014 - Present
CBIZ November 2013 - March 2014
Addison Group 2014 - 2014
Sun Coast Resources, Inc. 2012 - 2012
ExperisNL (Shelf Drilling) 2012 - 2012
Highway Technologies, Inc. 2011 - 2012
Bank of New York Mellon 2006 - 2011
JPMorgan Chase 2000 - 2006
Skills
Financial Modeling, Cash Management, Financial Analysis, Bloomberg, Structured Finance, CDO, Portfolio Management, Credit, Banking, Financial Services, SAP, Oracle J.D. Edwards One, Hyperion
Education
University of Houston-Downtown
Bachelor's Degree, Finance
Houston Community College
21 Upper level Accounting Hours, Accounting
University of Houston
Finance, General
St Thomas High School
James McHugh's CBIZ Experience October 2014 - Present
Job Systems Administrator at CBIZ MHM, LLC
Industry Information Technology and Services
Experience
CBIZ October 2014 - Present
Cliffs Natural Resources May 2012 - October 2014
Progressive Insurance May 2006 - May 2012
University Hospitals of Cleveland 2004 - 2006
Skills
ITIL Certified, BMC Remedy, System Administration, Remote Administration, Computer Hardware, Disk Encryption, Computer Repair, Hardware Diagnostics, Desktop Administration, Server Administration, Systems Analysis, Troubleshooting, Asset Management, Active Directory, System Monitoring, Disaster Recovery, Requirements Analysis, Microsoft Exchange, Group Policy, Windows 7, LANDesk, Windows Server, Visio, Technical Support, Citrix, Wireless Networking, Network Administration, SDLC, Software Documentation, Integration, Networking, VMware, IT Management, Mobile Devices, iPhone Support, Symantec Endpoint..., PGP, Business Analysis, DHCP, Business Intelligence, DB2, Microsoft SQL Server, Virtualization, NAS, Vendor Management, Cable Management, iPad, VoIP, Requirements Gathering, Printers
Education
ITT Technical Institute-Strongsville 2002 — 2004
Associate's degree, Computer Systems Networking and Telecommunications
Madison High
CBIZ October 2014 - Present
Cliffs Natural Resources May 2012 - October 2014
Progressive Insurance May 2006 - May 2012
University Hospitals of Cleveland 2004 - 2006
Skills
ITIL Certified, BMC Remedy, System Administration, Remote Administration, Computer Hardware, Disk Encryption, Computer Repair, Hardware Diagnostics, Desktop Administration, Server Administration, Systems Analysis, Troubleshooting, Asset Management, Active Directory, System Monitoring, Disaster Recovery, Requirements Analysis, Microsoft Exchange, Group Policy, Windows 7, LANDesk, Windows Server, Visio, Technical Support, Citrix, Wireless Networking, Network Administration, SDLC, Software Documentation, Integration, Networking, VMware, IT Management, Mobile Devices, iPhone Support, Symantec Endpoint..., PGP, Business Analysis, DHCP, Business Intelligence, DB2, Microsoft SQL Server, Virtualization, NAS, Vendor Management, Cable Management, iPad, VoIP, Requirements Gathering, Printers
Education
ITT Technical Institute-Strongsville 2002 — 2004
Associate's degree, Computer Systems Networking and Telecommunications
Madison High
Martin Hamm's CBIZ Experience 2004 - 2008
Job Director at Wealth Management Advisors, Inc.
Industry Financial Services
Experience
Wealth Management Advisors, Inc. December 2008 - Present
CBIZ 2004 - 2008
PricewatherhouseCoopers LLP 1999 - 2004
Education
Illinois State University
BS, Accounting
Wealth Management Advisors, Inc. December 2008 - Present
CBIZ 2004 - 2008
PricewatherhouseCoopers LLP 1999 - 2004
Education
Illinois State University
BS, Accounting
Mark Schakowsky's CBIZ Experience December 2007 - July 2008
Job Director at BIOKINETIX
Industry Health, Wellness and Fitness
Experience
BIOKINETIX™ Inc March 2013 - Present
Protiviti December 2011 - March 2013
Ronin Capital July 2009 - December 2011
Ronin Capital June 2006 - August 2008
CBIZ December 2007 - July 2008
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Derivatives, Corporate Finance, Financial Analysis, Capital Markets, Alternative Investments, Investments, Fixed Income, Hedge Funds, Portfolio Management, Options, Risk Management, Credit Risk, Accounting, Due Diligence, Securitization, Asset Based Lending, Hedging, Asset Management, Forecasting, Finance, Securities
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
University of New South Wales
Study Abroad Program
BIOKINETIX™ Inc March 2013 - Present
Protiviti December 2011 - March 2013
Ronin Capital July 2009 - December 2011
Ronin Capital June 2006 - August 2008
CBIZ December 2007 - July 2008
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Derivatives, Corporate Finance, Financial Analysis, Capital Markets, Alternative Investments, Investments, Fixed Income, Hedge Funds, Portfolio Management, Options, Risk Management, Credit Risk, Accounting, Due Diligence, Securitization, Asset Based Lending, Hedging, Asset Management, Forecasting, Finance, Securities
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
University of New South Wales
Study Abroad Program
Bradley Ignasiak's CBIZ Experience January 2011 - October 2012
Job Associate Vice President, E&S Underwriting at NORCAL Mutual Insurance Company
Industry Insurance
Experience
NORCAL Mutual Insurance Company August 2014 - Present
TMLT February 2013 - July 2014
Cretcher Heartland, LLC November 2012 - February 2013
CBIZ January 2011 - October 2012
Medical Protective June 2007 - January 2011
Medical Protective August 2005 - June 2007
Medical Protective May 2002 - August 2005
Skills
Professional Liability, Insurance, Underwriting, Legal Liability, Liability, Property & Casualty..., Casualty, Reinsurance, Commercial Insurance, Excess, Claim, Workers Compensation, Umbrella Insurance, Brokers, Employment Practices..., Claims Management, Captives, D&O, Employee Benefits, Risk Management, Medical Malpractice, Policy Analysis, Market Research, Sales, 401k, Disability Insurance, Long-term Care, General Insurance, Health Insurance, Commercial Lines, Life Insurance, Financial Risk, Casualty Insurance, Management, Leadership, Analysis, New Business Development, Training, Strategic Planning
Education
Indiana University Bloomington 2000 — 2005
Economics
NORCAL Mutual Insurance Company August 2014 - Present
TMLT February 2013 - July 2014
Cretcher Heartland, LLC November 2012 - February 2013
CBIZ January 2011 - October 2012
Medical Protective June 2007 - January 2011
Medical Protective August 2005 - June 2007
Medical Protective May 2002 - August 2005
Skills
Professional Liability, Insurance, Underwriting, Legal Liability, Liability, Property & Casualty..., Casualty, Reinsurance, Commercial Insurance, Excess, Claim, Workers Compensation, Umbrella Insurance, Brokers, Employment Practices..., Claims Management, Captives, D&O, Employee Benefits, Risk Management, Medical Malpractice, Policy Analysis, Market Research, Sales, 401k, Disability Insurance, Long-term Care, General Insurance, Health Insurance, Commercial Lines, Life Insurance, Financial Risk, Casualty Insurance, Management, Leadership, Analysis, New Business Development, Training, Strategic Planning
Education
Indiana University Bloomington 2000 — 2005
Economics
Kelly Marek's CBIZ Experience ControllerCBIZ1998 - 2005
Job Treasurer at CBIZ
Industry Accounting
Experience
CBIZ ControllerCBIZ1998 - 2005
KPMG September 1992 - December 1998
KPMG 1992 - 1998
KPMG Audit 1992 - 1998
Skills
Auditing, GAAP, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Tax, Financial Reporting, Financial Analysis, Financial Modeling, Cash Management, Due Diligence, SEC filings, Mergers & Acquisitions, Accounting, CPA, Cash Flow, General Ledger, Sarbanes-Oxley, Business Valuation
Education
Gannon University 1988 — 1992
BACHELORS, ACCOUNTING
EAST HIGH SCHOOL 1984 — 1988
HIGH SCHOOL
KELLY J KUNA
CBIZ ControllerCBIZ1998 - 2005
KPMG September 1992 - December 1998
KPMG 1992 - 1998
KPMG Audit 1992 - 1998
Skills
Auditing, GAAP, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Tax, Financial Reporting, Financial Analysis, Financial Modeling, Cash Management, Due Diligence, SEC filings, Mergers & Acquisitions, Accounting, CPA, Cash Flow, General Ledger, Sarbanes-Oxley, Business Valuation
Education
Gannon University 1988 — 1992
BACHELORS, ACCOUNTING
EAST HIGH SCHOOL 1984 — 1988
HIGH SCHOOL
KELLY J KUNA
Kaycee Blankenship's CBIZ Experience November 2010 - Present
Job Payment Reconciliation at CBIZ
Industry Medical Devices
Experience
CBIZ November 2010 - Present
HealthTronics, Inc. January 2007 - January 2009
Education
Georgia Highlands College
Bachlors, Registered Nursing/Registered Nurse
CBIZ November 2010 - Present
HealthTronics, Inc. January 2007 - January 2009
Education
Georgia Highlands College
Bachlors, Registered Nursing/Registered Nurse
Jennifer Zavadil's CBIZ Experience June 2008 - Present
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ June 2008 - Present
Emporia State University August 2006 - May 2008
Street Tax Service January 2006 - April 2008
Skills
Accounting, Auditing, QuickBooks, Non-profits, Tax, Data Analysis, Analysis, Workshop Facilitation, Financial Analysis, Information Technology, Public Speaking, Nonprofits, US GAAP, GAAP, Internal Controls, CPA, Tax Returns, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation, Accounts Receivable, Financial Accounting, Corporate Tax, Tax Research, Partnership Taxation, General Ledger, SEC filings, Payroll, Accounts Payable, External Audit, Financial Statements
Education
Emporia State University 2006 — 2008
MBA, Accounting Concentration
Emporia State University 2002 — 2006
BSB, Accounting
CBIZ June 2008 - Present
Emporia State University August 2006 - May 2008
Street Tax Service January 2006 - April 2008
Skills
Accounting, Auditing, QuickBooks, Non-profits, Tax, Data Analysis, Analysis, Workshop Facilitation, Financial Analysis, Information Technology, Public Speaking, Nonprofits, US GAAP, GAAP, Internal Controls, CPA, Tax Returns, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation, Accounts Receivable, Financial Accounting, Corporate Tax, Tax Research, Partnership Taxation, General Ledger, SEC filings, Payroll, Accounts Payable, External Audit, Financial Statements
Education
Emporia State University 2006 — 2008
MBA, Accounting Concentration
Emporia State University 2002 — 2006
BSB, Accounting
Christopher Paulson's CBIZ Experience 2000 - 2003
Job RIN and Commodity Accounting Manager at Renewable Energy Group
Industry Accounting
Experience
Renewable Energy Group March 2010 - Present
Hawkeye Energy Holdings March 2009 - October 2010
BKD, LLP September 2003 - February 2009
CBIZ MHM, LLC January 2000 - September 2003
CBIZ 2000 - 2003
Skills
GAAP, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting
Education
Iowa State University - College of Business 1995 — 1999
Bachelor, Accounting
Renewable Energy Group March 2010 - Present
Hawkeye Energy Holdings March 2009 - October 2010
BKD, LLP September 2003 - February 2009
CBIZ MHM, LLC January 2000 - September 2003
CBIZ 2000 - 2003
Skills
GAAP, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting
Education
Iowa State University - College of Business 1995 — 1999
Bachelor, Accounting
Anna Lewis MBA's CBIZ Experience September 2000 - May 2010
Job Ap clerk at Dana Holding Corporation
Industry Accounting
Experience
Dana Holding Corporation December 2010 - Present
CBIZ September 2000 - May 2010
Family Heritage June 1998 - September 2000
Skills
Accounts Payable, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Customer Service, QuickBooks, Payroll, Microsoft Excel, Forecasting, Microsoft Word, Time Management
Education
Indiana Wesleyan University 2004 — 2006
BSM, Management
Dana Holding Corporation December 2010 - Present
CBIZ September 2000 - May 2010
Family Heritage June 1998 - September 2000
Skills
Accounts Payable, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Customer Service, QuickBooks, Payroll, Microsoft Excel, Forecasting, Microsoft Word, Time Management
Education
Indiana Wesleyan University 2004 — 2006
BSM, Management
Glenda Christ's CBIZ Experience August 2000 - February 2005
Job Senior Contract Manager III at Equifax Workforce Solutions
Industry Airlines/Aviation
Experience
Equifax Workforce Solutions December 2012 - Present
Express Scripts December 2009 - January 2012
Airport Terminal Services February 2005 - April 2009
CBIZ August 2000 - February 2005
Aon Innovative Solutions, Inc. October 1997 - October 2000
Skills
Contract Negotiation, Outlook, Management, Project Management, Vendor Management, Process Scheduler, Human Resources, Policy, Sales, Employee Benefits, Microsoft Excel, Contract Management, Negotiation, Process Improvement, Administration, Employee Relations, Team Building, Leadership
Education
Fontbonne University 2004 — 2007
Bachelors, English, Statistics, Economics
Fontbonne University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Fontbonne University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.75 GPA
Equifax Workforce Solutions December 2012 - Present
Express Scripts December 2009 - January 2012
Airport Terminal Services February 2005 - April 2009
CBIZ August 2000 - February 2005
Aon Innovative Solutions, Inc. October 1997 - October 2000
Skills
Contract Negotiation, Outlook, Management, Project Management, Vendor Management, Process Scheduler, Human Resources, Policy, Sales, Employee Benefits, Microsoft Excel, Contract Management, Negotiation, Process Improvement, Administration, Employee Relations, Team Building, Leadership
Education
Fontbonne University 2004 — 2007
Bachelors, English, Statistics, Economics
Fontbonne University 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Fontbonne University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.75 GPA
James Pajauskas's CBIZ Experience July 1997 - Present
Job Senior Benefits Consultant at CBIZ
Industry Insurance
Experience
CBIZ, Inc. July 1997 - Present
CBIZ July 1997 - Present
Skills
Health Savings Accounts, HRA, STD, Employee Benefits, COBRA, Health Insurance, ERISA, Benefits Administration, Insurance, Open Enrollment, HRIS, Disability Insurance, Defined Benefit, Human Resources, Mergers & Acquisitions, FSA, Health Care Reform, Executive Pay, Benefits Design, FMLA, Defined Contribution, Deferred Compensation, Workers Compensation, Life Insurance, Wellness, Dental Insurance, Customer Service, Client Development, Customer Support
Education
Eastern Illinois University 1993 — 1997
BA, Business
Homewood Flossmoor High School 1989 — 1993
CBIZ, Inc. July 1997 - Present
CBIZ July 1997 - Present
Skills
Health Savings Accounts, HRA, STD, Employee Benefits, COBRA, Health Insurance, ERISA, Benefits Administration, Insurance, Open Enrollment, HRIS, Disability Insurance, Defined Benefit, Human Resources, Mergers & Acquisitions, FSA, Health Care Reform, Executive Pay, Benefits Design, FMLA, Defined Contribution, Deferred Compensation, Workers Compensation, Life Insurance, Wellness, Dental Insurance, Customer Service, Client Development, Customer Support
Education
Eastern Illinois University 1993 — 1997
BA, Business
Homewood Flossmoor High School 1989 — 1993
Patricia Wood's CBIZ Experience 1997 - 2002
Job Litigation and Forensics/Fraud Consultant at Meara Welch Browne, P.C.
Industry Financial Services
Experience
UMKC 2014 - Present
Meara Welch Browne, P.C. 2014 - Present
Financial Forensic Associates LLC June 2012 - 2014
CBIZ MHM, LLC 2011 - June 2012
Mesirow Financial 2006 - 2011
XRoads Solutions Group 2002 - 2006
CBIZ 1997 - 2002
BKD CPAs & Advisors 1993 - 1995
Skills
Forensic Accounting, Certified Fraud Examiner, Business Valuation, CPA, Financial Analysis, Financial Statements, Litigation Consulting, Forensic Analysis, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, Financial Modeling, Litigation Support, US GAAP, Financial Reporting, Expert Witness, Auditing, Due Diligence, SEC filings, Valuation, Assurance
Education
Emporia State University
BSBA, Accounting
University of Missouri-Kansas City
Master's Degree, Accounting
UMKC 2014 - Present
Meara Welch Browne, P.C. 2014 - Present
Financial Forensic Associates LLC June 2012 - 2014
CBIZ MHM, LLC 2011 - June 2012
Mesirow Financial 2006 - 2011
XRoads Solutions Group 2002 - 2006
CBIZ 1997 - 2002
BKD CPAs & Advisors 1993 - 1995
Skills
Forensic Accounting, Certified Fraud Examiner, Business Valuation, CPA, Financial Analysis, Financial Statements, Litigation Consulting, Forensic Analysis, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, Financial Modeling, Litigation Support, US GAAP, Financial Reporting, Expert Witness, Auditing, Due Diligence, SEC filings, Valuation, Assurance
Education
Emporia State University
BSBA, Accounting
University of Missouri-Kansas City
Master's Degree, Accounting
Dominic Bernardi, CPA's CBIZ Experience September 2007 - June 2011
Job Tax Associate at Dam, Snell & Taveirne, Ltd.
Industry Accounting
Experience
Dam, Snell & Taveirne, Ltd. December 2011 - Present
Follett Software June 2011 - December 2011
CBIZ September 2007 - June 2011
Andrew Corporation May 2006 - September 2006
Skills
Accounting, Auditing, Tax Returns, Bookkeeping, Journal Entries, Reviews, Real Estate, Bank Reconciliation, Financial Reporting, GAAP, General Ledger, Financial Accounting, Compilation Of..., QuickBooks
Education
Illinois State University 2004 — 2007
BS, Accounting
University of Illinois at Urbana-Champaign 2001 — 2003
Pilot Certificate, Aviation/Professional Pilot Program
Dam, Snell & Taveirne, Ltd. December 2011 - Present
Follett Software June 2011 - December 2011
CBIZ September 2007 - June 2011
Andrew Corporation May 2006 - September 2006
Skills
Accounting, Auditing, Tax Returns, Bookkeeping, Journal Entries, Reviews, Real Estate, Bank Reconciliation, Financial Reporting, GAAP, General Ledger, Financial Accounting, Compilation Of..., QuickBooks
Education
Illinois State University 2004 — 2007
BS, Accounting
University of Illinois at Urbana-Champaign 2001 — 2003
Pilot Certificate, Aviation/Professional Pilot Program
Sanchit Ladha's CBIZ Experience June 2010 - December 2010
Job Management Consultant at Deloitte Consulting
Industry Electrical/Electronic Manufacturing
Experience
Deloitte July 2012 - Present
CBIZ June 2010 - December 2010
Skills
Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, VBA, Programming, Analytics, Strategic Planning, Tableau, Data Visualization, Consulting, Financial Analysis
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
The London School of Economics and Political Science (LSE) 2011 — 2011
Deloitte July 2012 - Present
CBIZ June 2010 - December 2010
Skills
Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, VBA, Programming, Analytics, Strategic Planning, Tableau, Data Visualization, Consulting, Financial Analysis
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
The London School of Economics and Political Science (LSE) 2011 — 2011
Braden French, FPC's CBIZ Experience September 2001 - January 2003
Job Payroll Network, Sr HCM Sales Executive
Industry Human Resources
Experience
Payroll Network October 2009 - Present
Maryland Elite Lacrosse August 2010 - December 2013
CTWV Chapter APA August 2010 - August 2011
Visitation Academy of Frederick 2004 - 2010
Ceridian May 2008 - October 2009
Paychex January 2003 - May 2008
CBIZ September 2001 - January 2003
ADP 2000 - 2001
Optimum Choice / MAMSI 1994 - 1999
Skills
Fundamental Payroll..., Payroll, Selling, ADP, Payroll Processing, HRIS, SaaS, Consultative Selling, Benefits Administration, Human Capital Management, Solution Selling, Sales Process, Employee Benefits, Benefits, Performance Management, New Business Development, Talent Management, HR Consulting, Sales Management, Applicant Tracking..., Talent Acquisition, Process Improvement, Management Consulting, BPO, Human Resources, Six Sigma, Salesforce.com, Human Capital, corporate visions, Sales, ADP Payroll, 401k, Cold Calling, Employee Relations, Executive Management, Personnel Management, Recruiting, Leadership, Management, Consulting, Strategic Planning, Account Management, Training
Education
Montgomery College 1981 — 1982
Associates, Business Management
Frederick Community College 1980 — 1982
Associates, Business Management
Payroll Network October 2009 - Present
Maryland Elite Lacrosse August 2010 - December 2013
CTWV Chapter APA August 2010 - August 2011
Visitation Academy of Frederick 2004 - 2010
Ceridian May 2008 - October 2009
Paychex January 2003 - May 2008
CBIZ September 2001 - January 2003
ADP 2000 - 2001
Optimum Choice / MAMSI 1994 - 1999
Skills
Fundamental Payroll..., Payroll, Selling, ADP, Payroll Processing, HRIS, SaaS, Consultative Selling, Benefits Administration, Human Capital Management, Solution Selling, Sales Process, Employee Benefits, Benefits, Performance Management, New Business Development, Talent Management, HR Consulting, Sales Management, Applicant Tracking..., Talent Acquisition, Process Improvement, Management Consulting, BPO, Human Resources, Six Sigma, Salesforce.com, Human Capital, corporate visions, Sales, ADP Payroll, 401k, Cold Calling, Employee Relations, Executive Management, Personnel Management, Recruiting, Leadership, Management, Consulting, Strategic Planning, Account Management, Training
Education
Montgomery College 1981 — 1982
Associates, Business Management
Frederick Community College 1980 — 1982
Associates, Business Management
Gregory Pierzynka's CBIZ Experience January 2015 - February 2015
Job Senior Associate Economic and Valuation Services at KPMG
Industry Financial Services
Experience
KPMG March 2015 - Present
CBIZ January 2015 - February 2015
CBIZ 2013 - January 2015
Management Planning, Inc. June 2007 - February 2012
Royal Philips Electronics June 2004 - December 2006
Skills
Valuation, Business Valuation, Financial Modeling, Bloomberg Terminal, DCF, Financial Analysis, Private Equity, Financial Reporting, Estate Planning, Due Diligence, Equity Research, Microsoft Excel, Series 7, Securities, Hedge Funds, Analysis, Accounting, Finance
Education
The College of New Jersey 2006 — 2007
BS, Business Administration, Finance
Fordham University 2003 — 2006
Business Administration, Finance
West Essex 1999 — 2003
KPMG March 2015 - Present
CBIZ January 2015 - February 2015
CBIZ 2013 - January 2015
Management Planning, Inc. June 2007 - February 2012
Royal Philips Electronics June 2004 - December 2006
Skills
Valuation, Business Valuation, Financial Modeling, Bloomberg Terminal, DCF, Financial Analysis, Private Equity, Financial Reporting, Estate Planning, Due Diligence, Equity Research, Microsoft Excel, Series 7, Securities, Hedge Funds, Analysis, Accounting, Finance
Education
The College of New Jersey 2006 — 2007
BS, Business Administration, Finance
Fordham University 2003 — 2006
Business Administration, Finance
West Essex 1999 — 2003
Duane McDowell's CBIZ Experience January 2005 - September 2010
Job Senior Programmer Analyst at Mercer
Industry Information Technology and Services
Experience
Mercer September 2010 - Present
CBIZ January 2005 - September 2010
Mega Solutions, Inc April 1996 - December 2004
Trion Technologies April 1994 - May 1996
Skills
Microsoft SQL Server, XML, Oracle, HTML, .NET
Education
Kent State University 1991 — 1993
BS, Computer Science
Lakeland Community College 1991 — 1992
Grove City College 1988 — 1991
Mercer September 2010 - Present
CBIZ January 2005 - September 2010
Mega Solutions, Inc April 1996 - December 2004
Trion Technologies April 1994 - May 1996
Skills
Microsoft SQL Server, XML, Oracle, HTML, .NET
Education
Kent State University 1991 — 1993
BS, Computer Science
Lakeland Community College 1991 — 1992
Grove City College 1988 — 1991
Jacob Myers's CBIZ Experience August 2011 - November 2011
Job Middle Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Reznick Group January 2012 - September 2012
CBIZ August 2011 - November 2011
Zust Bachmeier International, Inc. March 2010 - August 2011
Broadridge Financial Solutions August 2009 - December 2009
BB&T May 2008 - April 2009
T. Rowe Price January 2005 - May 2008
T. Rowe Price 2002 - 2008
Skills
Financial Analysis, Mutual Funds, Investments, Process Improvement, Analysis, Employee Benefits, 401k, Managerial Finance, Account Reconciliation, Auditing, Accounts Payable, Asset Allocation, Management, Microsoft Office, Retirement
Education
University of Maryland University College 2008 — 2011
MBA, Business Administration
Frostburg State University 1998 — 2002
Bachelor of Science, Business Administration Finance
Morgan Stanley April 2012 - Present
Reznick Group January 2012 - September 2012
CBIZ August 2011 - November 2011
Zust Bachmeier International, Inc. March 2010 - August 2011
Broadridge Financial Solutions August 2009 - December 2009
BB&T May 2008 - April 2009
T. Rowe Price January 2005 - May 2008
T. Rowe Price 2002 - 2008
Skills
Financial Analysis, Mutual Funds, Investments, Process Improvement, Analysis, Employee Benefits, 401k, Managerial Finance, Account Reconciliation, Auditing, Accounts Payable, Asset Allocation, Management, Microsoft Office, Retirement
Education
University of Maryland University College 2008 — 2011
MBA, Business Administration
Frostburg State University 1998 — 2002
Bachelor of Science, Business Administration Finance
Andy Capallo's CBIZ Experience March 2008 - August 2008
Job Operations Research Analyst at Army Materiel Systems Analysis Activity
Industry Military
Experience
Army Materiel Systems Analysis Activity November 2009 - Present
Northwestern Mutual June 2009 - September 2009
Merrill Lynch January 2009 - May 2009
CBIZ March 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Analysis, Finance, Data Analysis, Process Improvement, Leadership, Financial Modeling, Management, Program Management, Strategic Planning, Event Planning, Social Networking, Customer Service, Public Speaking
Education
Florida Institute of Technology 2010 — 2011
MS, Operations Research
Queens University of Charlotte 2005 — 2009
BA, Business
Army Materiel Systems Analysis Activity November 2009 - Present
Northwestern Mutual June 2009 - September 2009
Merrill Lynch January 2009 - May 2009
CBIZ March 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Analysis, Finance, Data Analysis, Process Improvement, Leadership, Financial Modeling, Management, Program Management, Strategic Planning, Event Planning, Social Networking, Customer Service, Public Speaking
Education
Florida Institute of Technology 2010 — 2011
MS, Operations Research
Queens University of Charlotte 2005 — 2009
BA, Business
Linda Kephart's CBIZ Experience Accountant II - Assistant Director of PayrollEmporia State UniversityJanuary 1998 - September 2003
Job Payroll Supervisor at CBIZ
Industry Accounting
Experience
CBIZ Accountant II - Assistant Director of PayrollEmporia State UniversityJanuary 1998 - September 2003
Skills
Payroll, ADP Payroll, Benefits Administration, Employee Benefits, HRIS
Education
Emporia State University
BSE, Business Education
CBIZ Accountant II - Assistant Director of PayrollEmporia State UniversityJanuary 1998 - September 2003
Skills
Payroll, ADP Payroll, Benefits Administration, Employee Benefits, HRIS
Education
Emporia State University
BSE, Business Education
Kim-Louise Rye's CBIZ Experience September 2000 - August 2003
Job
Industry Accounting
Experience
Abbott, Stringham & Lynch 2008 - Present
Webcor Builders 2003 - 2005
CBIZ September 2000 - August 2003
Skills
Corporate Tax, Income Tax, Tax Returns, Tax Accounting, Tax Research, Tax, Tax Preparation, CPA
Education
Saint Mary's College of California 1992 — 1996
BS, Business with Accounting emphasis
Golden Gate University
pending, Masters in Taxation
San Jose State University
pending, Masters in Taxation
Abbott, Stringham & Lynch 2008 - Present
Webcor Builders 2003 - 2005
CBIZ September 2000 - August 2003
Skills
Corporate Tax, Income Tax, Tax Returns, Tax Accounting, Tax Research, Tax, Tax Preparation, CPA
Education
Saint Mary's College of California 1992 — 1996
BS, Business with Accounting emphasis
Golden Gate University
pending, Masters in Taxation
San Jose State University
pending, Masters in Taxation
Debra Van Winkle's CBIZ Experience June 2015 - Present
Job Senior Account Manager
Industry Insurance
Experience
CBIZ June 2015 - Present
Forest Financial Group, Inc. April 2014 - May 2015
Mesirow Financial June 2010 - April 2014
The Hartford July 2005 - November 2009
RDM Development 2004 - 2005
CASTLEBAR ENTERPRISES, INC. 1998 - 2004
Additional 1990 - 1998
Skills
Employee Benefits, Group Benefit Plans, Management, Sales, Disability Insurance, Strategy, Project Management, Health Insurance, CRM
Education
University of Wisconsin-Madison
Communications
Loma.Org 2009 — 2009
Group Benefits Course
Harrington College of Design
Residential Design
University School of Milwaukee
CBIZ June 2015 - Present
Forest Financial Group, Inc. April 2014 - May 2015
Mesirow Financial June 2010 - April 2014
The Hartford July 2005 - November 2009
RDM Development 2004 - 2005
CASTLEBAR ENTERPRISES, INC. 1998 - 2004
Additional 1990 - 1998
Skills
Employee Benefits, Group Benefit Plans, Management, Sales, Disability Insurance, Strategy, Project Management, Health Insurance, CRM
Education
University of Wisconsin-Madison
Communications
Loma.Org 2009 — 2009
Group Benefits Course
Harrington College of Design
Residential Design
University School of Milwaukee
Monica DeJesus's CBIZ Experience January 2002 - November 2005
Job Accounting Manager
Industry Financial Services
Experience
Multi Service December 2012 - Present
Multi Service June 2010 - November 2012
Multi Service August 2007 - May 2010
Multi Service November 2005 - July 2007
CBIZ January 2002 - November 2005
Skills
Account Reconciliation, Variance Analysis, Accounts Payable, General Ledger, Auditing, Financial Statements, Journal Entries, Accounting, Process Improvement, Financial Analysis, Great Plains Software, Financial Reporting, Cash Flow, Fixed Assets, GAAP, Accruals, US GAAP, Revenue Recognition, Consolidation, Financial Accounting, Bank Reconciliation, Expenses, Cash, Bookkeeping, Invoicing, Accounts Receivable, Tax
Education
Emporia State University 2000 — 2001
MBA, Accounting
Emporia State University 1997 — 1999
Bachelor of Science, Accounting
Multi Service December 2012 - Present
Multi Service June 2010 - November 2012
Multi Service August 2007 - May 2010
Multi Service November 2005 - July 2007
CBIZ January 2002 - November 2005
Skills
Account Reconciliation, Variance Analysis, Accounts Payable, General Ledger, Auditing, Financial Statements, Journal Entries, Accounting, Process Improvement, Financial Analysis, Great Plains Software, Financial Reporting, Cash Flow, Fixed Assets, GAAP, Accruals, US GAAP, Revenue Recognition, Consolidation, Financial Accounting, Bank Reconciliation, Expenses, Cash, Bookkeeping, Invoicing, Accounts Receivable, Tax
Education
Emporia State University 2000 — 2001
MBA, Accounting
Emporia State University 1997 — 1999
Bachelor of Science, Accounting
Cori Della Jacono's CBIZ Experience February 2006 - July 2008
Job Senior Client Executive at Willis
Industry Insurance
Experience
Willis July 2015 - Present
USI Insurance Services July 2014 - July 2015
Wells Fargo Insurance Services February 2013 - June 2014
Willis July 2008 - January 2013
CBIZ February 2006 - July 2008
Skills
Employee Benefits, Insurance, Health Insurance, Employee Relations, Benefits Administration, Underwriting, Life Insurance, Brokers, Health Savings Accounts, Managed Care, Account Management, Disability Insurance, Term Life Insurance, Customer Service, Management
Education
Florida Atlantic University 2001 — 2003
BBA, Marketing
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Marketing
Willis July 2015 - Present
USI Insurance Services July 2014 - July 2015
Wells Fargo Insurance Services February 2013 - June 2014
Willis July 2008 - January 2013
CBIZ February 2006 - July 2008
Skills
Employee Benefits, Insurance, Health Insurance, Employee Relations, Benefits Administration, Underwriting, Life Insurance, Brokers, Health Savings Accounts, Managed Care, Account Management, Disability Insurance, Term Life Insurance, Customer Service, Management
Education
Florida Atlantic University 2001 — 2003
BBA, Marketing
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Marketing
Alvin Winters's CBIZ Experience August 2014 - Present
Job Chief Actuary
Industry Financial Services
Experience
CBIZ August 2014 - Present
Aon Hewitt December 2012 - June 2014
The Johns Hopkins Health System April 2012 - December 2012
Centers for Medicare & Medicaid Services December 2010 - April 2012
Aon Consulting October 2008 - October 2010
Social Security Administration June 2004 - October 2008
Skills
Healthcare Management, Call Center, Fixed Annuities, Actuarial Science, SPSS, Pensions, Operations Management, Employee Benefits, Human Resources
Education
Frostburg State University 1995 — 1998
CBIZ August 2014 - Present
Aon Hewitt December 2012 - June 2014
The Johns Hopkins Health System April 2012 - December 2012
Centers for Medicare & Medicaid Services December 2010 - April 2012
Aon Consulting October 2008 - October 2010
Social Security Administration June 2004 - October 2008
Skills
Healthcare Management, Call Center, Fixed Annuities, Actuarial Science, SPSS, Pensions, Operations Management, Employee Benefits, Human Resources
Education
Frostburg State University 1995 — 1998
Dennis Goldstein's CBIZ Experience January 2014 - Present
Job President at CBIZ, Florida
Industry Insurance
Experience
CBIZ January 2014 - Present
Intracoastal Advisors January 2009 - September 2013
Benefit Management Group November 1997 - March 2007
Skills
Insurance, Strategic Planning, New Business Development, Account Management, Contract Negotiation, Negotiation, Public Speaking, Sales Management, Health Insurance, Coaching, Marketing Strategy, Change Management, Budgets, Product Development, Public Relations
Education
Georgia State University
Business Administration, Risk Management
CBIZ January 2014 - Present
Intracoastal Advisors January 2009 - September 2013
Benefit Management Group November 1997 - March 2007
Skills
Insurance, Strategic Planning, New Business Development, Account Management, Contract Negotiation, Negotiation, Public Speaking, Sales Management, Health Insurance, Coaching, Marketing Strategy, Change Management, Budgets, Product Development, Public Relations
Education
Georgia State University
Business Administration, Risk Management
Leslie Maloof's CBIZ Experience September 1990 - Present
Job Retirement Plan Coordinator at CBIZ Benefits & Insurance Services, Inc.
Industry Management Consulting
Experience
CBIZ September 1990 - Present
McClarran & Williams 1986 - 1988
Skills
Benefits Administration, 401k, Deferred Compensation, Retirement
Education
Frostburg State University 1984 — 1986
B.S., Business Administration
CBIZ September 1990 - Present
McClarran & Williams 1986 - 1988
Skills
Benefits Administration, 401k, Deferred Compensation, Retirement
Education
Frostburg State University 1984 — 1986
B.S., Business Administration
Cortland Byram's CBIZ Experience July 2010 - Present
Job Senior Manager at CBIZ
Industry Financial Services
Experience
CBIZ July 2010 - Present
Duff & Phelps January 2002 - July 2010
Duff & Phelps March 2002 - June 2010
Skills
Valuation, Purchase Price..., Fairness Opinions, Mergers, Litigation Support, Due Diligence, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 1989 — 1994
BS, Public and Environmental Affairs
CBIZ July 2010 - Present
Duff & Phelps January 2002 - July 2010
Duff & Phelps March 2002 - June 2010
Skills
Valuation, Purchase Price..., Fairness Opinions, Mergers, Litigation Support, Due Diligence, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 1989 — 1994
BS, Public and Environmental Affairs
Brian McCloskey's CBIZ Experience
Job Vice President at CBIZ
Industry Management Consulting
Experience
CBIZ
Skills
Underwriting, Commercial Insurance, Workers Compensation, Professional Liability, Risk Management, Property & Casualty..., Legal Liability, Insurance
Education
Frostburg State University
CBIZ
Skills
Underwriting, Commercial Insurance, Workers Compensation, Professional Liability, Risk Management, Property & Casualty..., Legal Liability, Insurance
Education
Frostburg State University
Donna Trotter's CBIZ Experience March 1988 - Present
Job Account Executive at CBIZ Special Risk Insurance Services, Inc.
Industry Insurance
Experience
CBIZ March 1988 - Present
Skills
Health Care Reform, COBRA, Health Insurance, Health Savings Accounts, Employee Benefits, Disability Insurance, Insurance, Self-funded, Open Enrollment, FSA, Benefits Administration, Critical Illness, HRIS, Life Insurance, Term Life Insurance, Medicare
Education
Genesee Community College
Associates Degree
CBIZ March 1988 - Present
Skills
Health Care Reform, COBRA, Health Insurance, Health Savings Accounts, Employee Benefits, Disability Insurance, Insurance, Self-funded, Open Enrollment, FSA, Benefits Administration, Critical Illness, HRIS, Life Insurance, Term Life Insurance, Medicare
Education
Genesee Community College
Associates Degree
Denise Madden-Darnell's CBIZ Experience October 2005 - May 2011
Job Educator at Howard County Public Schools
Industry Education Management
Experience
Howard County Public Schools 2011 - Present
CBIZ October 2005 - May 2011
Catholic Relief Services September 2003 - July 2004
Archdiocese of Denver July 1984 - May 2003
Colorado Public Schools August 1978 - May 1984
Skills
Public Speaking, Health Insurance, Employee Benefits, Benefits, Supervisory Skills, Management Consulting, Strategic Planning, Program Management, Customer Relations, Public Sector, Organizational..., Leadership Development, Teaching, Spanish, Customer Service, Fundraising, Nonprofits, Curriculum Development, Volunteer Management, Community Outreach, Program Development, Training
Education
College of Notre Dame of Maryland 2005 — 2008
Masters in Non-Profit Management
Florida State University 1975 — 1978
Bachlor's and Master's of Science, Special Education
Howard County Public Schools 2011 - Present
CBIZ October 2005 - May 2011
Catholic Relief Services September 2003 - July 2004
Archdiocese of Denver July 1984 - May 2003
Colorado Public Schools August 1978 - May 1984
Skills
Public Speaking, Health Insurance, Employee Benefits, Benefits, Supervisory Skills, Management Consulting, Strategic Planning, Program Management, Customer Relations, Public Sector, Organizational..., Leadership Development, Teaching, Spanish, Customer Service, Fundraising, Nonprofits, Curriculum Development, Volunteer Management, Community Outreach, Program Development, Training
Education
College of Notre Dame of Maryland 2005 — 2008
Masters in Non-Profit Management
Florida State University 1975 — 1978
Bachlor's and Master's of Science, Special Education
Adam Beckum's CBIZ Experience March 2004 - July 2006
Job Controller @ Jim Whitehead Tire & Auto
Industry Automotive
Experience
Jim Whitehead Tire Service, Inc August 2012 - Present
AAA Sign Company April 2007 - July 2012
Moe's Southwest Grill July 2006 - April 2007
CBIZ March 2004 - July 2006
MAXIMUS, Inc November 2002 - February 2004
MAXIMUS May 1999 - January 2004
MAXIMUS 1999 - 2004
Skills
Budgets, Strategic Planning, Team Building, Account Management, Customer Service
Education
Georgia Southern University 1995 — 1999
B.B.A, Finance
Statesboro High School
Jim Whitehead Tire Service, Inc August 2012 - Present
AAA Sign Company April 2007 - July 2012
Moe's Southwest Grill July 2006 - April 2007
CBIZ March 2004 - July 2006
MAXIMUS, Inc November 2002 - February 2004
MAXIMUS May 1999 - January 2004
MAXIMUS 1999 - 2004
Skills
Budgets, Strategic Planning, Team Building, Account Management, Customer Service
Education
Georgia Southern University 1995 — 1999
B.B.A, Finance
Statesboro High School
Stacey Keenan, CPA's CBIZ Experience August 1996 - September 2000
Job CPA at Hoover & Hibdon, PC
Industry Accounting
Experience
Hoover & Hibdon, PC January 2007 - Present
CBIZ August 1996 - September 2000
Whipple & Company June 1995 - May 1996
Education
Indiana University School of Law - Indianapolis 1992 — 1995
J.D., Law
Graceland University 1988 — 1992
B.A., Accounting, Economics, and Business Administration
Hoover & Hibdon, PC January 2007 - Present
CBIZ August 1996 - September 2000
Whipple & Company June 1995 - May 1996
Education
Indiana University School of Law - Indianapolis 1992 — 1995
J.D., Law
Graceland University 1988 — 1992
B.A., Accounting, Economics, and Business Administration
Karin Ward's CBIZ Experience January 2015 - March 2015
Job Tax Intern at CBIZTofias.
Industry Legal Services
Experience
CBIZ January 2015 - March 2015
Santander Bank, N.A. October 2012 - May 2014
Internal Revenue Service September 2011 - August 2012
State of Alaska Court System August 2009 - August 2010
Sullivan & Cromwell LLP October 1999 - April 2002
Howard University School of Law February 1997 - May 1999
US Securities and Exchange Commission May 1997 - August 1997
Holland Capital Mangement February 1994 - April 1996
Motse Maria High School January 1993 - December 1993
Motorola Solutions August 1990 - May 1992
Skills
Contract Negotiation, Contract Drafting, Legal Research, Mergers, Securities, Trusts, Tax, Legal Writing, International Tax, Westlaw, Due Diligence, Income Tax, Equities, Corporate Law, Negotiation, Teaching, Securities Law, Trusts and Estate Law, International Tax Law, Mergers and..., Real Estate Transactions, Tax Law, Estate Planning, Corporate Finance, Corporate Governance, Corporate Tax, Cross-border..., Wills, Legal, Estate Law, Mergers & Acquisitions, Securities Regulation, Criminal Law, Litigation, Commercial Litigation, Immigration Law, Appeals
Education
Northeastern University 2014 — 2015
Master of Business Administration (M.B.A.), Master's of Accounting and MBA
Temple University Beasley School of Law 2010 — 2011
LLM, Taxation
Duke University School of Public Policy 2002 — 2006
Masters, Public Policy
Howard University School of Law 1996 — 1999
Juris Doctor, Law
Georgetown University 1988 — 1992
Bachelor of Science, International Affairs with focus in Diplomatic History
William Fremd High School 1984 — 1988
Diploma, high school
CBIZ January 2015 - March 2015
Santander Bank, N.A. October 2012 - May 2014
Internal Revenue Service September 2011 - August 2012
State of Alaska Court System August 2009 - August 2010
Sullivan & Cromwell LLP October 1999 - April 2002
Howard University School of Law February 1997 - May 1999
US Securities and Exchange Commission May 1997 - August 1997
Holland Capital Mangement February 1994 - April 1996
Motse Maria High School January 1993 - December 1993
Motorola Solutions August 1990 - May 1992
Skills
Contract Negotiation, Contract Drafting, Legal Research, Mergers, Securities, Trusts, Tax, Legal Writing, International Tax, Westlaw, Due Diligence, Income Tax, Equities, Corporate Law, Negotiation, Teaching, Securities Law, Trusts and Estate Law, International Tax Law, Mergers and..., Real Estate Transactions, Tax Law, Estate Planning, Corporate Finance, Corporate Governance, Corporate Tax, Cross-border..., Wills, Legal, Estate Law, Mergers & Acquisitions, Securities Regulation, Criminal Law, Litigation, Commercial Litigation, Immigration Law, Appeals
Education
Northeastern University 2014 — 2015
Master of Business Administration (M.B.A.), Master's of Accounting and MBA
Temple University Beasley School of Law 2010 — 2011
LLM, Taxation
Duke University School of Public Policy 2002 — 2006
Masters, Public Policy
Howard University School of Law 1996 — 1999
Juris Doctor, Law
Georgetown University 1988 — 1992
Bachelor of Science, International Affairs with focus in Diplomatic History
William Fremd High School 1984 — 1988
Diploma, high school
Stephanie Genta's CBIZ Experience October 2012 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ October 2012 - Present
Themis Bar Review October 2009 - October 2012
Water Transportation Alternatives September 2008 - August 2009
Foundation Financial Group January 2008 - May 2008
PRUDENTIAL FEZLER & RUSSELL REAL ESTATE May 2007 - December 2007
TJX, INC August 2001 - August 2006
Skills
Sales, Social Media, Policy, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Employee Benefits, Account Management, Budgets
Education
Florida State University 2003 — 2007
BA, Finance, Real Estate
CBIZ October 2012 - Present
Themis Bar Review October 2009 - October 2012
Water Transportation Alternatives September 2008 - August 2009
Foundation Financial Group January 2008 - May 2008
PRUDENTIAL FEZLER & RUSSELL REAL ESTATE May 2007 - December 2007
TJX, INC August 2001 - August 2006
Skills
Sales, Social Media, Policy, Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Employee Benefits, Account Management, Budgets
Education
Florida State University 2003 — 2007
BA, Finance, Real Estate
Alana van Loenen's CBIZ Experience November 2012 - February 2013
Job Project Manager at CBIZ
Industry Hospitality
Experience
CBIZ November 2012 - February 2013
Kate's Frosting January 2012 - October 2012
The Ritz-Carlton Hotel Company LLC January 2010 - December 2011
The Ritz-Carlton Hotel Company LLC June 2008 - December 2009
Starwood Hotels & Resorts Worldwide, Inc. January 2008 - January 2008
Portland Regency Hotel May 2007 - September 2007
Convention and Visitor's Bureau of Greater Portland May 2007 - September 2007
Freeport Clipper Inn Bed & Breakfast July 2006 - September 2006
Skills
Hospitality Industry, Event Management, Hospitality, Hotels, Management, Catering, Tourism, Banquets
Education
Harvard University 2004 — 2008
Bachelor of Arts, Social Anthropology/Archaeology
Harvard Archaeological Field School 2006 — 2006
CBIZ November 2012 - February 2013
Kate's Frosting January 2012 - October 2012
The Ritz-Carlton Hotel Company LLC January 2010 - December 2011
The Ritz-Carlton Hotel Company LLC June 2008 - December 2009
Starwood Hotels & Resorts Worldwide, Inc. January 2008 - January 2008
Portland Regency Hotel May 2007 - September 2007
Convention and Visitor's Bureau of Greater Portland May 2007 - September 2007
Freeport Clipper Inn Bed & Breakfast July 2006 - September 2006
Skills
Hospitality Industry, Event Management, Hospitality, Hotels, Management, Catering, Tourism, Banquets
Education
Harvard University 2004 — 2008
Bachelor of Arts, Social Anthropology/Archaeology
Harvard Archaeological Field School 2006 — 2006
Edie Espenshade's CBIZ Experience October 1994 - Present
Job Bookkeeper at CBIZ M.T. Donahoe
Industry Insurance
Experience
CBIZ October 1994 - Present
Center For Insurance & Related Services January 1983 - September 1994
Skills
General Ledger, Budgets, Accounting, Invoicing, QuickBooks, Microsoft Office, Payroll, Insurance, Office Management, Financial Reporting, Customer Service, Microsoft Excel, Microsoft Word, Bookkeeping, Data Entry, Outlook, Account Reconciliation, Access, Accounts Payable, PowerPoint, Financial Analysis, Journal Entries, Spreadsheets, Accounts Receivable, Employee Benefits, Expenses, Bank Reconciliation, Financial Statements, Sales Tax
Education
Frostburg State University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
CBIZ October 1994 - Present
Center For Insurance & Related Services January 1983 - September 1994
Skills
General Ledger, Budgets, Accounting, Invoicing, QuickBooks, Microsoft Office, Payroll, Insurance, Office Management, Financial Reporting, Customer Service, Microsoft Excel, Microsoft Word, Bookkeeping, Data Entry, Outlook, Account Reconciliation, Access, Accounts Payable, PowerPoint, Financial Analysis, Journal Entries, Spreadsheets, Accounts Receivable, Employee Benefits, Expenses, Bank Reconciliation, Financial Statements, Sales Tax
Education
Frostburg State University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Brenda Kinsall's CBIZ Experience September 2005 - December 2010
Job Licensed Real Estate Consultant
Industry Real Estate
Experience
HER Realtors May 2013 - Present
Keller Williams Consultants Realty March 2012 - May 2013
Blue Ocean Business Group 2013 - 2013
HER Real Living March 2011 - March 2012
CBIZ September 2005 - December 2010
Skills
First Time Home Buyers, Relocation, Short Sales, Sellers, New Home Sales, Investment Properties, Buyer Representation, Foreclosures, Real Estate, Condos, Residential Homes, Single Family Homes, Investors, REO, Referrals, Listings, Real Estate Transactions, Selling, Relationship Marketing, Marketing, Negotiation, Sales, HUD
Education
Columbus State Community College
Hondros College
HER Realtors May 2013 - Present
Keller Williams Consultants Realty March 2012 - May 2013
Blue Ocean Business Group 2013 - 2013
HER Real Living March 2011 - March 2012
CBIZ September 2005 - December 2010
Skills
First Time Home Buyers, Relocation, Short Sales, Sellers, New Home Sales, Investment Properties, Buyer Representation, Foreclosures, Real Estate, Condos, Residential Homes, Single Family Homes, Investors, REO, Referrals, Listings, Real Estate Transactions, Selling, Relationship Marketing, Marketing, Negotiation, Sales, HUD
Education
Columbus State Community College
Hondros College
Xie Tan's CBIZ Experience January 2005 - April 2005
Job Financial Analyst II at Mutual of Omaha
Industry Accounting
Experience
Mutual of Omaha May 2013 - Present
Kiewit October 2008 - May 2013
Werner Enterprises February 2006 - October 2008
Internal Revenue Service January 2004 - January 2006
CBIZ January 2005 - April 2005
Sino Santa Fe International Transportation Services Co. Ltd January 2001 - June 2002
Ludeny Glasses Co. Ltd. August 1998 - December 2000
Skills
Financial Reporting, Accounting, Consolidation, General Ledger
Education
University of Nebraska at Omaha 2002 — 2005
Master's degree, Accounting
Guangdong University of Technology 1994 — 1998
Bachelor's degree, Accounting
Mutual of Omaha May 2013 - Present
Kiewit October 2008 - May 2013
Werner Enterprises February 2006 - October 2008
Internal Revenue Service January 2004 - January 2006
CBIZ January 2005 - April 2005
Sino Santa Fe International Transportation Services Co. Ltd January 2001 - June 2002
Ludeny Glasses Co. Ltd. August 1998 - December 2000
Skills
Financial Reporting, Accounting, Consolidation, General Ledger
Education
University of Nebraska at Omaha 2002 — 2005
Master's degree, Accounting
Guangdong University of Technology 1994 — 1998
Bachelor's degree, Accounting
Ryan Keifer's CBIZ Experience June 2014 - Present
Job Accounting Associate II at CBIZ
Industry Management Consulting
Experience
CBIZ June 2014 - Present
Education
Frostburg State University 2011 — 2015
Bachelor's degree, Accounting
CBIZ June 2014 - Present
Education
Frostburg State University 2011 — 2015
Bachelor's degree, Accounting
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych