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
CBIZ List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CBIZ. You can filter them based on skills, years of employment, job, education, department, and prior employment.
CBIZ Salaries. You can even request information on how much does CBIZ pay if you want to. Learn about salaries, pros and cons of working for CBIZ directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,140 CBIZ employees in database. Find out everything there's to know about CBIZ employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CBIZ Employees
Employee
Years
Job
Industry
Wakeel Rahman Wakeel Rahman's CBIZ Experience June 2014 - Present
Job Real Estate Advisory Services
Industry Real Estate
Experience
CBIZ June 2014 - Present
Education
Saint Louis University 2015 — 2018
Master of Science (MS)
Webster University 2009 — 2013
Bachelor of Arts (B.A.)
CBIZ June 2014 - Present
Education
Saint Louis University 2015 — 2018
Master of Science (MS)
Webster University 2009 — 2013
Bachelor of Arts (B.A.)
Paul Schrupp Paul Schrupp's CBIZ Experience January 2002 - Present
Job Senior Account Specialist at CBIZ
Industry Insurance
Experience
CBIZ January 2002 - Present
CBIZ February 2002 - May 2007
PreferredOne 1992 - 2002
Skills
Insurance, Health Insurance, Benefits Administration, Employee Benefits, Disability Insurance, Underwriting, Strategy, Management, Claim, Health Savings Accounts, Brokers, Life Insurance, Workers Compensation, Managed Care, COBRA
Education
Saint John's University 1980 — 1984
Business Administration, Business/Psychology
CBIZ January 2002 - Present
CBIZ February 2002 - May 2007
PreferredOne 1992 - 2002
Skills
Insurance, Health Insurance, Benefits Administration, Employee Benefits, Disability Insurance, Underwriting, Strategy, Management, Claim, Health Savings Accounts, Brokers, Life Insurance, Workers Compensation, Managed Care, COBRA
Education
Saint John's University 1980 — 1984
Business Administration, Business/Psychology
Chance Hinton's CBIZ Experience October 2004 - October 2006
Job Director, US Indirect Tax
Industry Accounting
Experience
NCR Corporation August 2013 - Present
American Tower January 2009 - August 2013
Duff & Phelps October 2006 - January 2009
CBIZ October 2004 - October 2006
2003 -2004 Cox Communications, Inc October 2003 - October 2004
SunTrust Bank 2000 - 2003
Skills
State & Local Tax, Operating Tax, Property Tax Compliance..., Sales Tax Compliance &..., Unclaimed Property, Incentives, Fixed Asset Valuation, Property Tax, Fixed Assets, Sales Tax, Tax Compliance, Audit, Valuation, Personal Property, Use Tax, Transaction, Process Improvement, Auditing, Outsourcing, Process, Project Management, Tax Accounting, State Tax, Account Reconciliation, Property
Education
Oglethorpe University
BBA, Accounting
NCR Corporation August 2013 - Present
American Tower January 2009 - August 2013
Duff & Phelps October 2006 - January 2009
CBIZ October 2004 - October 2006
2003 -2004 Cox Communications, Inc October 2003 - October 2004
SunTrust Bank 2000 - 2003
Skills
State & Local Tax, Operating Tax, Property Tax Compliance..., Sales Tax Compliance &..., Unclaimed Property, Incentives, Fixed Asset Valuation, Property Tax, Fixed Assets, Sales Tax, Tax Compliance, Audit, Valuation, Personal Property, Use Tax, Transaction, Process Improvement, Auditing, Outsourcing, Process, Project Management, Tax Accounting, State Tax, Account Reconciliation, Property
Education
Oglethorpe University
BBA, Accounting
Christopher Alburger Christopher Alburger's CBIZ Experience 2006 - 2007
Job Manager, Tax Services at McGladrey LLP
Industry Accounting
Experience
McGladrey July 2007 - Present
CBIZ 2006 - 2007
Downey Spevak & Associates, Ltd 2003 - 2006
Education
Philadelphia University 2007 — 2010
MST, Taxation
Penn State University 1999 — 2003
BS, Accounting
McGladrey July 2007 - Present
CBIZ 2006 - 2007
Downey Spevak & Associates, Ltd 2003 - 2006
Education
Philadelphia University 2007 — 2010
MST, Taxation
Penn State University 1999 — 2003
BS, Accounting
Daniel Velcheck's CBIZ Experience 2005 - 2008
Job Assurance Services Manager at Conner Ash PC
Industry Accounting
Experience
Conner Ash PC December 2013 - Present
WNN June 2011 - December 2013
HRH 2008 - 2011
CBIZ 2005 - 2008
Skills
Auditing, Internal Controls, Financial Reporting, IFRS, Accounting, External Audit, US GAAP, GAAP, Assurance, Corporate Tax, Tax, Income Tax, Financial Accounting
Education
Saint Louis University 2001 — 2004
Bachelor's degree, Accounting and Finance
Seckman
Conner Ash PC December 2013 - Present
WNN June 2011 - December 2013
HRH 2008 - 2011
CBIZ 2005 - 2008
Skills
Auditing, Internal Controls, Financial Reporting, IFRS, Accounting, External Audit, US GAAP, GAAP, Assurance, Corporate Tax, Tax, Income Tax, Financial Accounting
Education
Saint Louis University 2001 — 2004
Bachelor's degree, Accounting and Finance
Seckman
Kelly Davies Kelly Davies's CBIZ Experience January 2008 - August 2013
Job Vice President of Operations at Zotec Partners
Industry Hospital & Health Care
Experience
Zotec-MMP May 2007 - Present
The Naked Executive, LLC May 2011 - Present
CBIZ January 2008 - August 2013
CBIZ MMP August 1996 - May 2007
Skills
Strategic Planning, Public Speaking, Organizational..., Leadership, Strategy, Management, Training, Team Building, Change Management, Mentoring, Healthcare Management, Healthcare, Nonprofits, Process Improvement, Management Consulting, Leadership Development, Human Resources, Coaching, Performance Management, Employee Benefits, Recruiting, Employee Relations, Policy, Analysis, Contract Negotiation, Operations Management, HIPAA
Education
Northern Kentucky University 2008 — 2010
MS, Executive Leadership and Org Change
University of Tennessee-Knoxville 1987 — 1991
BA, English
Zotec-MMP May 2007 - Present
The Naked Executive, LLC May 2011 - Present
CBIZ January 2008 - August 2013
CBIZ MMP August 1996 - May 2007
Skills
Strategic Planning, Public Speaking, Organizational..., Leadership, Strategy, Management, Training, Team Building, Change Management, Mentoring, Healthcare Management, Healthcare, Nonprofits, Process Improvement, Management Consulting, Leadership Development, Human Resources, Coaching, Performance Management, Employee Benefits, Recruiting, Employee Relations, Policy, Analysis, Contract Negotiation, Operations Management, HIPAA
Education
Northern Kentucky University 2008 — 2010
MS, Executive Leadership and Org Change
University of Tennessee-Knoxville 1987 — 1991
BA, English
Debbie Knapp Debbie Knapp's CBIZ Experience 1999 - Present
Job Account Executive Employee Health and Welfare Benefit Plans at CBIZ
Industry Insurance
Experience
CBIZ 1999 - Present
National Association of Professional Insurance Association 1985 - 1998
Skills
Account Management, Disability Insurance, Insurance, Customer Service, Excel, Microsoft Office, Word, PowerPoint
Education
Prince George's Community College
CBIZ 1999 - Present
National Association of Professional Insurance Association 1985 - 1998
Skills
Account Management, Disability Insurance, Insurance, Customer Service, Excel, Microsoft Office, Word, PowerPoint
Education
Prince George's Community College
Matt Decoskey Matt Decoskey's CBIZ Experience May 2000 - July 2005
Job Director, Tax Services at McGladrey
Industry Accounting
Experience
McGladrey July 2005 - Present
CBIZ May 2000 - July 2005
Marshall & Associates January 1999 - May 2000
Skills
Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, Income Tax, Auditing, Partnership Taxation, Due Diligence, Mergers & Acquisitions, SEC filings, S Corporations, Tax Advisory, State Tax, Accounting
Education
Penn State University
McGladrey July 2005 - Present
CBIZ May 2000 - July 2005
Marshall & Associates January 1999 - May 2000
Skills
Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, Income Tax, Auditing, Partnership Taxation, Due Diligence, Mergers & Acquisitions, SEC filings, S Corporations, Tax Advisory, State Tax, Accounting
Education
Penn State University
Natalie Harris's CBIZ Experience August 2012 - October 2013
Job CEO at 3 Kings Enterprises, LLC
Industry Management Consulting
Experience
3 Kings Enterprises, LLC May 2014 - Present
CBIZ August 2012 - October 2013
Believers Life Center January 2006 - December 2010
Skills
Virtual Assistance, Office Operations, Entertainment Industry, Entertainment Management, Data Entry, Payroll, Newsletters, Event Management, PowerPoint, Marketing, Travel Arrangements, Fax, Online Research, Public Speaking, Office Management, Spreadsheets, Administrative Work, Administrative..., Office Administration, Graphic Design, Human Resources, Photography, Outlook, Financial Statements, Administrative..., Administration, Management, Customer Service, Strategic Planning, Training, Social Networking, Team Building
Education
Woodham High School 1995 — 1999
Pensacola State College
Business Administration and Management, General
3 Kings Enterprises, LLC May 2014 - Present
CBIZ August 2012 - October 2013
Believers Life Center January 2006 - December 2010
Skills
Virtual Assistance, Office Operations, Entertainment Industry, Entertainment Management, Data Entry, Payroll, Newsletters, Event Management, PowerPoint, Marketing, Travel Arrangements, Fax, Online Research, Public Speaking, Office Management, Spreadsheets, Administrative Work, Administrative..., Office Administration, Graphic Design, Human Resources, Photography, Outlook, Financial Statements, Administrative..., Administration, Management, Customer Service, Strategic Planning, Training, Social Networking, Team Building
Education
Woodham High School 1995 — 1999
Pensacola State College
Business Administration and Management, General
Kimberly Stephens Kimberly Stephens's CBIZ Experience March 2013 - Present
Job Experienced Business Development Manager and Client Relationship Manager at CBIZ MHM
Industry Management Consulting
Experience
CBIZ March 2013 - Present
Experis (formerly Jefferson Wells) June 2002 - August 2011
Accenture 1988 - 2001
Skills
Management Consulting, Business Process..., Change Management, Strategic Planning, Program Management, Process Improvement, Enterprise Risk..., Business Development, Strategy, Business Strategy, Governance, Consulting, Leadership, Leadership Development, New Business Development, Government, Organizational..., Risk Management, Executive Coaching, Executive Management, Performance Management, Business Transformation, Outsourcing, Mergers & Acquisitions
Education
Princeton University 1984 — 1988
A.B., Psychology
CBIZ March 2013 - Present
Experis (formerly Jefferson Wells) June 2002 - August 2011
Accenture 1988 - 2001
Skills
Management Consulting, Business Process..., Change Management, Strategic Planning, Program Management, Process Improvement, Enterprise Risk..., Business Development, Strategy, Business Strategy, Governance, Consulting, Leadership, Leadership Development, New Business Development, Government, Organizational..., Risk Management, Executive Coaching, Executive Management, Performance Management, Business Transformation, Outsourcing, Mergers & Acquisitions
Education
Princeton University 1984 — 1988
A.B., Psychology
Jonathan Wirt Jonathan Wirt's CBIZ Experience January 2007 - March 2008
Job Business Management
Industry Restaurants
Experience
Paper Mill Grill May 2013 - Present
SecureWatch ADT 2010 - 2012
81 Productions 2008 - 2010
CBIZ January 2007 - March 2008
Harbor Inn Seafood 2005 - 2007
Skills
Manage Client..., New Business Development, Consultative Sales..., Account Management, Accounting, Payroll, Payroll Taxes, New Client Acquisitions, Team Leadership, Microsoft Excel, Microsoft Office, QuickBooks
Education
Radford University 2001 — 2005
Bachelor of Science (B.S.), Parks, Recreation and Leisure Facilities Management
Paper Mill Grill May 2013 - Present
SecureWatch ADT 2010 - 2012
81 Productions 2008 - 2010
CBIZ January 2007 - March 2008
Harbor Inn Seafood 2005 - 2007
Skills
Manage Client..., New Business Development, Consultative Sales..., Account Management, Accounting, Payroll, Payroll Taxes, New Client Acquisitions, Team Leadership, Microsoft Excel, Microsoft Office, QuickBooks
Education
Radford University 2001 — 2005
Bachelor of Science (B.S.), Parks, Recreation and Leisure Facilities Management
Angela Burkey Angela Burkey's CBIZ Experience August 2004 - Present
Job Consultant at CBIZ
Industry Management Consulting
Experience
CBIZ August 2004 - Present
Gleason Financial January 2001 - August 2004
Michael A. Sossong, Attorney at Law November 1998 - January 2001
Skills
Consolidated Billing, Employee Benefits, Dentistry, Disability Insurance, Long-term Care, Insurance, Benefits Administration, Health Insurance, Strategic Planning, Employee Relations, Account Management, New Business Development, Customer Service, Risk Management, Workers Compensation, Performance Management, Recruiting, Microsoft Office, Healthcare, Microsoft Excel, Human Resources, Executive Pay, COBRA, HIPAA, Analysis, Defined Benefit, Marketing, Open Enrollment, Claim, 401k, Brokers, Deferred Compensation, Medicare, Organizational..., Interviews
Education
Mount Aloysius College 2002 — 2007
Bachelor's Degree, Pre Law, English, 4.0
Cambria-Rowe Business College 1996 — 1998
Associate's Degree, Law Office Management, 4.0
CBIZ August 2004 - Present
Gleason Financial January 2001 - August 2004
Michael A. Sossong, Attorney at Law November 1998 - January 2001
Skills
Consolidated Billing, Employee Benefits, Dentistry, Disability Insurance, Long-term Care, Insurance, Benefits Administration, Health Insurance, Strategic Planning, Employee Relations, Account Management, New Business Development, Customer Service, Risk Management, Workers Compensation, Performance Management, Recruiting, Microsoft Office, Healthcare, Microsoft Excel, Human Resources, Executive Pay, COBRA, HIPAA, Analysis, Defined Benefit, Marketing, Open Enrollment, Claim, 401k, Brokers, Deferred Compensation, Medicare, Organizational..., Interviews
Education
Mount Aloysius College 2002 — 2007
Bachelor's Degree, Pre Law, English, 4.0
Cambria-Rowe Business College 1996 — 1998
Associate's Degree, Law Office Management, 4.0
Charles F Hanna's CBIZ Experience February 2004 - January 2006
Job Helping organizations tackle their business challenges with experience and cutting edge technology solutions
Industry Computer Software
Experience
ExpeWeb LLC March 2008 - Present
Parker United September 2013 - Present
Cover-All Technologies, Inc. April 2014 - June 2015
Appian Corporation September 2013 - March 2014
Hyland Software UK, LTD January 2011 - September 2013
Hyland Software Inc. February 2006 - December 2010
CBIZ February 2004 - January 2006
Neace Lukens January 2001 - February 2004
Skills
Enterprise Software, Enterprise Content..., Business Process, SaaS, Insurance, Direct Sales, Integration, Management, Marketing, Document Management, Solution Selling, Leadership, OnBase, Business Intelligence, Program Management, Business Strategy, Strategy, Business Analysis, Cloud Computing, Strategic Planning, Strategic Partnerships, Problem Solving, Business Process..., Salesforce.com, Entrepreneurship, Software Sales, Sales Management, Marketing Strategy, CRM, Customer Service, Sales, B2B, Underwriting, Property & Casualty..., Business Solutions, Records Management, Consultancy, Sales Presentations, Technology Solutions, Contract Negotiation, Software Marketing, International Sales, Mobile Technology
Education
Ohio University
ExpeWeb LLC March 2008 - Present
Parker United September 2013 - Present
Cover-All Technologies, Inc. April 2014 - June 2015
Appian Corporation September 2013 - March 2014
Hyland Software UK, LTD January 2011 - September 2013
Hyland Software Inc. February 2006 - December 2010
CBIZ February 2004 - January 2006
Neace Lukens January 2001 - February 2004
Skills
Enterprise Software, Enterprise Content..., Business Process, SaaS, Insurance, Direct Sales, Integration, Management, Marketing, Document Management, Solution Selling, Leadership, OnBase, Business Intelligence, Program Management, Business Strategy, Strategy, Business Analysis, Cloud Computing, Strategic Planning, Strategic Partnerships, Problem Solving, Business Process..., Salesforce.com, Entrepreneurship, Software Sales, Sales Management, Marketing Strategy, CRM, Customer Service, Sales, B2B, Underwriting, Property & Casualty..., Business Solutions, Records Management, Consultancy, Sales Presentations, Technology Solutions, Contract Negotiation, Software Marketing, International Sales, Mobile Technology
Education
Ohio University
Michelle Conn's CBIZ Experience February 1991 - Present
Job Sr. Account Manager at CBIZ
Industry Insurance
Experience
CBIZ February 1991 - Present
Skills
Salesforce.com, Health Insurance, Insurance, Account Management, Employee Benefits
Education
Northwest Missouri State University
Bachelor of Science
CBIZ February 1991 - Present
Skills
Salesforce.com, Health Insurance, Insurance, Account Management, Employee Benefits
Education
Northwest Missouri State University
Bachelor of Science
Jeff De La Cruz's CBIZ Experience May 2008 - June 2011
Job Financial Coordinator at Renal Ventures Management
Industry Hospital & Health Care
Experience
Renal Ventures Management September 2015 - Present
Fresenius Medical Care June 2011 - September 2015
CBIZ May 2008 - June 2011
MedAssist, a Firstsource company November 2007 - May 2008
Chamberlin Edmonds August 2004 - November 2007
Skills
Medicare, Medicaid, Managed Care, Customer Service, Revenue Cycle, Project Management, Strategic Planning, Problem Solving, Mentoring New Hires, Team Leadership, Health Insurance, Highly versatile, Process Improvement, Grant Monitoring, Claim, Medical Terminology, Analysis, Case Management, Program Management, Healthcare, Leadership, Research
Education
Montclair State University
Bachelor of Arts, Sociology
Renal Ventures Management September 2015 - Present
Fresenius Medical Care June 2011 - September 2015
CBIZ May 2008 - June 2011
MedAssist, a Firstsource company November 2007 - May 2008
Chamberlin Edmonds August 2004 - November 2007
Skills
Medicare, Medicaid, Managed Care, Customer Service, Revenue Cycle, Project Management, Strategic Planning, Problem Solving, Mentoring New Hires, Team Leadership, Health Insurance, Highly versatile, Process Improvement, Grant Monitoring, Claim, Medical Terminology, Analysis, Case Management, Program Management, Healthcare, Leadership, Research
Education
Montclair State University
Bachelor of Arts, Sociology
Justin Stillson's CBIZ Experience 2014 - Present
Job Tax and Audit Intern at CBIZ
Industry Accounting
Experience
CBIZ 2014 - Present
Independent Mowing Service January 2011 - Present
South Hampton Place January 2009 - May 2012
Skills
Time Management, Customer Satisfaction, Food & Beverage, Testing, Accounting, Auditing, Financial Analysis, Budgets, Accounts Receivable, Microsoft Excel, Customer Service
Education
University of Missouri - Columbia - College of Business 2013 — 2016
Masters of Accountancy, Accounting
Moberly Area Community College 2011 — 2012
Associate of Arts (A.A.), Accounting
CBIZ 2014 - Present
Independent Mowing Service January 2011 - Present
South Hampton Place January 2009 - May 2012
Skills
Time Management, Customer Satisfaction, Food & Beverage, Testing, Accounting, Auditing, Financial Analysis, Budgets, Accounts Receivable, Microsoft Excel, Customer Service
Education
University of Missouri - Columbia - College of Business 2013 — 2016
Masters of Accountancy, Accounting
Moberly Area Community College 2011 — 2012
Associate of Arts (A.A.), Accounting
Tess Sadowsky Tess Sadowsky's CBIZ Experience June 2011 - April 2012
Job J.D. Candidate
Industry Legal Services
Experience
Pepperdine University August 2015 - Present
TYLT Lab August 2015 - Present
Department of Justice, Executive Office of Immigration Review, Los Angeles Immigration Court June 2015 - August 2015
Moneythink June 2010 - October 2014
The Law Offices of Adam Green April 2012 - July 2014
CBIZ June 2011 - April 2012
Charlie Wiggins for Justice June 2010 - August 2010
Skills
Non-profits, Fundraising, Teaching, Research, Editing, Community Outreach, Event Planning, Proposal Writing, Nonprofits, Advertising, Public Speaking, Management, Politics, Social Media, Data Analysis, Social Media Marketing, Leadership, Qualitative Research, Volunteer Management
Education
Pepperdine University School of Law 2014 — 2017
Doctor of Law (JD)
Scripps College 2007 — 2011
Bachelor of Arts
Bainbridge High School 2003 — 2007
Pepperdine University August 2015 - Present
TYLT Lab August 2015 - Present
Department of Justice, Executive Office of Immigration Review, Los Angeles Immigration Court June 2015 - August 2015
Moneythink June 2010 - October 2014
The Law Offices of Adam Green April 2012 - July 2014
CBIZ June 2011 - April 2012
Charlie Wiggins for Justice June 2010 - August 2010
Skills
Non-profits, Fundraising, Teaching, Research, Editing, Community Outreach, Event Planning, Proposal Writing, Nonprofits, Advertising, Public Speaking, Management, Politics, Social Media, Data Analysis, Social Media Marketing, Leadership, Qualitative Research, Volunteer Management
Education
Pepperdine University School of Law 2014 — 2017
Doctor of Law (JD)
Scripps College 2007 — 2011
Bachelor of Arts
Bainbridge High School 2003 — 2007
Kimberly Rakes Kimberly Rakes's CBIZ Experience 2012 - Present
Job Client Services Specialist, CBIZ Inc.
Industry Management Consulting
Experience
CBIZ 2012 - Present
Education
Radford University
Psychology
CBIZ 2012 - Present
Education
Radford University
Psychology
Heather Nolan Heather Nolan's CBIZ Experience June 2006 - June 2008
Job Managing Partner
Industry Insurance
Experience
Rizor & Nolan Advisors, LLC August 2010 - Present
Independently Owned Agency June 2008 - July 2010
CBIZ June 2006 - June 2008
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Benefits Administration, Health Savings Accounts, Cafeteria Plans, Term Life Insurance, Group Medical, Health & Welfare..., Health & Welfare ERISA..., Rizor & Nolan Advisors..., Employee Relations, Welfare, Customer Retention, Account Management, Brokers, Payroll, HIPAA, Deferred Compensation, Long-term Care, Life Insurance, ERISA
Education
Ohio University 1991 — 1995
BA, Psychology
Rizor & Nolan Advisors, LLC August 2010 - Present
Independently Owned Agency June 2008 - July 2010
CBIZ June 2006 - June 2008
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Benefits Administration, Health Savings Accounts, Cafeteria Plans, Term Life Insurance, Group Medical, Health & Welfare..., Health & Welfare ERISA..., Rizor & Nolan Advisors..., Employee Relations, Welfare, Customer Retention, Account Management, Brokers, Payroll, HIPAA, Deferred Compensation, Long-term Care, Life Insurance, ERISA
Education
Ohio University 1991 — 1995
BA, Psychology
David Steimel David Steimel's CBIZ Experience September 1993 - June 1997
Job Director at EKS&H
Industry Accounting
Experience
EKS&H October 2003 - Present
David A. Steimel, CPA June 1997 - September 2003
CBIZ September 1993 - June 1997
Skills
SEC Financial Reporting, IPO, Real Estate, Manufacturing, Secondary Offerings, Investment Companies, SEC filings, GAAP, Financial Reporting, 10K, Internal Controls, CPA, Sarbanes-Oxley Act, Revenue Recognition, Mergers & Acquisitions, Partnership Taxation, SEC Filings, Financial Statements, US GAAP, Accounting, External Audit, 10Q, Auditing, Tax, Financial Analysis, General Ledger, Financial Accounting
Education
Northern Arizona University 1987 — 1991
BS, Accounting
EKS&H October 2003 - Present
David A. Steimel, CPA June 1997 - September 2003
CBIZ September 1993 - June 1997
Skills
SEC Financial Reporting, IPO, Real Estate, Manufacturing, Secondary Offerings, Investment Companies, SEC filings, GAAP, Financial Reporting, 10K, Internal Controls, CPA, Sarbanes-Oxley Act, Revenue Recognition, Mergers & Acquisitions, Partnership Taxation, SEC Filings, Financial Statements, US GAAP, Accounting, External Audit, 10Q, Auditing, Tax, Financial Analysis, General Ledger, Financial Accounting
Education
Northern Arizona University 1987 — 1991
BS, Accounting
Bridgette O'Connor Bridgette O'Connor's CBIZ Experience October 2013 - Present
Job Wellness Account Executive at CBIZ
Industry Health, Wellness and Fitness
Experience
CBIZ October 2013 - Present
NU-TRIX for Health and Wellness November 2011 - Present
Vision Research Foundation April 2010 - October 2013
Hartsook Companies, Inc. September 2007 - March 2010
Marillac October 2003 - October 2007
Minute Circle Friendly House June 2001 - October 2003
Skills
Nutritional Counseling, Fundraising, Workplace Health, Wellness, Wellness Coaching, Chronic Illness, Stress Management, Stress, Holistic Health, Health Education, Nutrition, Prevention, Wellbeing, Health Promotion, Chronic Pain, Insomnia, Pain Management, Healing, Digestive Disorders, Weight, Infertility, Alternative Medicine, Community Outreach, Fitness, Lifestyle, Lifestyle Coaching, Meditation, Nonprofits, Nutrition Education, Philanthropy, Relaxation, Weight Management
Education
SUNY Purchase 2011 — 2012
Certification, Institute for Integrative Nutrition
University of Kansas 1999 — 2001
MSW, Social Work Administration
Regis University 1993 — 1997
BA,BS, Sociology, Psychology
CBIZ October 2013 - Present
NU-TRIX for Health and Wellness November 2011 - Present
Vision Research Foundation April 2010 - October 2013
Hartsook Companies, Inc. September 2007 - March 2010
Marillac October 2003 - October 2007
Minute Circle Friendly House June 2001 - October 2003
Skills
Nutritional Counseling, Fundraising, Workplace Health, Wellness, Wellness Coaching, Chronic Illness, Stress Management, Stress, Holistic Health, Health Education, Nutrition, Prevention, Wellbeing, Health Promotion, Chronic Pain, Insomnia, Pain Management, Healing, Digestive Disorders, Weight, Infertility, Alternative Medicine, Community Outreach, Fitness, Lifestyle, Lifestyle Coaching, Meditation, Nonprofits, Nutrition Education, Philanthropy, Relaxation, Weight Management
Education
SUNY Purchase 2011 — 2012
Certification, Institute for Integrative Nutrition
University of Kansas 1999 — 2001
MSW, Social Work Administration
Regis University 1993 — 1997
BA,BS, Sociology, Psychology
Tony Melillo Tony Melillo's CBIZ Experience January 2014 - Present
Job Account executive at CBIZ
Industry Insurance
Experience
CBIZ January 2014 - Present
Skills
Cold Calling, Direct Sales, Sales Process, Sales, Sales Management, New Business Development, Customer Satisfaction, Customer Service, Contract Negotiation, Customer Retention, Retail, Account Management, Market Planning, Business Development, Team Building, Operations Management, CRM, Marketing, Sales Presentations
Education
Ashford University 2009 — 2011
Bachelor's degree, Business Administration and Management, General, 3.58
Montana State University-Bozeman 2000 — 2003
Bozeman High School 1995 — 1999
CBIZ January 2014 - Present
Skills
Cold Calling, Direct Sales, Sales Process, Sales, Sales Management, New Business Development, Customer Satisfaction, Customer Service, Contract Negotiation, Customer Retention, Retail, Account Management, Market Planning, Business Development, Team Building, Operations Management, CRM, Marketing, Sales Presentations
Education
Ashford University 2009 — 2011
Bachelor's degree, Business Administration and Management, General, 3.58
Montana State University-Bozeman 2000 — 2003
Bozeman High School 1995 — 1999
Pat Playman, PHR Pat Playman, PHR's CBIZ Experience February 2004 - May 2012
Job Human Resources Consultant at ESG Employer Solutions Group
Industry Financial Services
Experience
ESG - Employer Solutions Group July 2012 - Present
CBIZ February 2004 - May 2012
BMR Neurotech October 2001 - September 2003
Vital Processing November 2000 - July 2001
JDA Software, Inc November 1996 - October 2000
Skills
Employee Benefits, Employee Relations, Conflict Resolution, Human Resources, Management, Performance Management, Personnel Management, Policy, Leadership, Payroll, Strategy, Training, Onboarding, Recruiting, Talent Management, Strategic Planning, Talent Acquisition, Organizational..., Applicant Tracking..., HRIS
Education
Robert Morris College
Liberal Arts
ESG - Employer Solutions Group July 2012 - Present
CBIZ February 2004 - May 2012
BMR Neurotech October 2001 - September 2003
Vital Processing November 2000 - July 2001
JDA Software, Inc November 1996 - October 2000
Skills
Employee Benefits, Employee Relations, Conflict Resolution, Human Resources, Management, Performance Management, Personnel Management, Policy, Leadership, Payroll, Strategy, Training, Onboarding, Recruiting, Talent Management, Strategic Planning, Talent Acquisition, Organizational..., Applicant Tracking..., HRIS
Education
Robert Morris College
Liberal Arts
Matt Wertheimer Matt Wertheimer's CBIZ Experience February 2007 - August 2009
Job Manager at KPMG
Industry Accounting
Experience
KPMG August 2009 - Present
CBIZ February 2007 - August 2009
Skills
IT Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, US GAAP, Financial Accounting, External Audit, Internal Audit, Financial Analysis, SSAE 16, Sarbanes-Oxley
Education
Saint Louis University 2008 — 2009
Masters, Accounting
Saint Louis University 2004 — 2008
Bachelors, Accounting
KPMG August 2009 - Present
CBIZ February 2007 - August 2009
Skills
IT Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Reporting, US GAAP, Financial Accounting, External Audit, Internal Audit, Financial Analysis, SSAE 16, Sarbanes-Oxley
Education
Saint Louis University 2008 — 2009
Masters, Accounting
Saint Louis University 2004 — 2008
Bachelors, Accounting
Pete Ravani, CFP®, AIF® Pete Ravani, CFP®, AIF®'s CBIZ Experience August 2007 - Present
Job Retirement Plan Expert helping clients lower personal liability and financial risks associated with retirement plans
Industry Financial Services
Experience
CBIZ August 2007 - Present
PFS (Citigroup) May 1997 - August 2007
Skills
Retirement, Wealth Management, Risk Management, Defined Benefit, Defined Contribution, Mutual Funds, Investments, Retirement Planning, Portfolio Management, 401k, Asset Allocation, Due Diligence, Employee Benefits, Finance, Financial Advisory, Financial Risk, Financial Services, Insurance, Investment Strategies, Life Insurance, Long-term Care, Mergers & Acquisitions, Pensions, Series 7, Tax, Valuation, Strategic Financial...
Education
Northern Arizona University
Bachelors
University of California, Los Angeles
Certified Financial Planner
University of Kentucky
CBIZ August 2007 - Present
PFS (Citigroup) May 1997 - August 2007
Skills
Retirement, Wealth Management, Risk Management, Defined Benefit, Defined Contribution, Mutual Funds, Investments, Retirement Planning, Portfolio Management, 401k, Asset Allocation, Due Diligence, Employee Benefits, Finance, Financial Advisory, Financial Risk, Financial Services, Insurance, Investment Strategies, Life Insurance, Long-term Care, Mergers & Acquisitions, Pensions, Series 7, Tax, Valuation, Strategic Financial...
Education
Northern Arizona University
Bachelors
University of California, Los Angeles
Certified Financial Planner
University of Kentucky
Richard Mullaney Richard Mullaney's CBIZ Experience December 2001 - Present
Job CPA, CPCU, FINANCIAL PLANNER
Industry Financial Services
Experience
CBIZ December 2001 - Present
Skills
Tax, Accounting, Tax Preparation, Strategic Financial..., Financial Reporting, Income Tax, Forensic Accounting, Retirement Planning, QuickBooks, High Net Worth..., CPA, Finance, Small Business, Cash Flow, Insurance, Financial Planning, Strategic Planning, Corporate Tax, Tax Accounting, Retirement
Education
Mount Saint Mary's College 1993 — 1997
Accounting and Finance, Accounting and Finance
Saint Peter and Paul
Saint Peter and Paul
CBIZ December 2001 - Present
Skills
Tax, Accounting, Tax Preparation, Strategic Financial..., Financial Reporting, Income Tax, Forensic Accounting, Retirement Planning, QuickBooks, High Net Worth..., CPA, Finance, Small Business, Cash Flow, Insurance, Financial Planning, Strategic Planning, Corporate Tax, Tax Accounting, Retirement
Education
Mount Saint Mary's College 1993 — 1997
Accounting and Finance, Accounting and Finance
Saint Peter and Paul
Saint Peter and Paul
Bryan Zelinski Bryan Zelinski's CBIZ Experience December 2009 - June 2013
Job CRM Technical Lead at Avery Dennison
Industry Airlines/Aviation
Experience
Avery Dennison Label and Packaging Materials April 2014 - Present
Flight Options, LLC June 2013 - April 2014
CBIZ December 2009 - June 2013
ECRM January 2006 - December 2009
Education
Robert Morris University 2001 — 2006
Masters in Internet Information Systems, Information Technology
Avery Dennison Label and Packaging Materials April 2014 - Present
Flight Options, LLC June 2013 - April 2014
CBIZ December 2009 - June 2013
ECRM January 2006 - December 2009
Education
Robert Morris University 2001 — 2006
Masters in Internet Information Systems, Information Technology
Will DeJesus CPA, CIA, CISA's CBIZ Experience August 2007 - July 2010
Job Group Managing Director @ Republic Groups CPA Advisory Featuring TaxTerminal.Com & Adjunct Professor at Baruch College
Industry Accounting
Experience
Republic Groups July 2010 - Present
Baruch College September 2011 - Present
TaxTerminal.com 2010 - Present
CBIZ August 2007 - July 2010
LVI Services (Facilities Management Services) July 2006 - August 2007
The Rockefeller Group (Real Estate) June 2005 - July 2006
Protiviti August 2004 - June 2005
Altria Group February 2003 - July 2004
Cendant Marketing Group 2001 - 2003
Skills
Financial Audit, Information Systems..., Sarbanes Oxley..., Internal Audit, CISA, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Forensic Accounting, Sarbanes-Oxley, Risk Assessment, Financial Reporting, COSO, Accounting, Financial Analysis, Risk Management, SAS70, Financial Modeling, Financial Services, External Audit, SEC filings, Corporate Governance, Management Consulting, Auditing
Education
Queens College 1993 — 1998
BA, Accounting
Queens College 1993 — 1998
Bachelors of Science, Accountancy and Information Systems
Republic Groups July 2010 - Present
Baruch College September 2011 - Present
TaxTerminal.com 2010 - Present
CBIZ August 2007 - July 2010
LVI Services (Facilities Management Services) July 2006 - August 2007
The Rockefeller Group (Real Estate) June 2005 - July 2006
Protiviti August 2004 - June 2005
Altria Group February 2003 - July 2004
Cendant Marketing Group 2001 - 2003
Skills
Financial Audit, Information Systems..., Sarbanes Oxley..., Internal Audit, CISA, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Forensic Accounting, Sarbanes-Oxley, Risk Assessment, Financial Reporting, COSO, Accounting, Financial Analysis, Risk Management, SAS70, Financial Modeling, Financial Services, External Audit, SEC filings, Corporate Governance, Management Consulting, Auditing
Education
Queens College 1993 — 1998
BA, Accounting
Queens College 1993 — 1998
Bachelors of Science, Accountancy and Information Systems
Tami (Chance) Jenkins, MBA, SHRM-SCP Tami (Chance) Jenkins, MBA, SHRM-SCP's CBIZ Experience November 2005 - October 2006
Job Human Resources Manager at Peterbilt Motors Company, a PACCAR company
Industry Transportation/Trucking/Railroad
Experience
PACCAR-Peterbilt Motors Company December 2010 - Present
Windsor Group February 2010 - December 2010
Triad Financial Corporation October 2006 - February 2010
CBIZ November 2005 - October 2006
CompUSA December 2003 - November 2005
FedEx Express 2000 - 2003
Oklahoma Employment Security Commission 1992 - 2000
Skills
Succession Planning, Workforce Management, Strategic Business, Diversity Recruitment, Organizational..., Organizational Change, Leadership Development, Talent Acquisition, Training &..., Change Management, Training, Employee Relations, Workforce Planning, Internal Communications, Recruiting, New Hire Orientations, HRIS, Deferred Compensation, Onboarding, HR Policies, Employee Benefits, Benefits Administration, Job Analysis, Human Resources, HR Consulting, Performance Management, Employee Engagement, Technical Recruiting, Applicant Tracking..., Labor Relations, Career Counseling, Staff Retention, Talent Management, FMLA, Personnel Management, Employment Law, College Recruiting, Employer Branding, Benefits Negotiation, Temporary Placement, Sourcing, Job Descriptions, Career Development, Internet Recruiting, Interviews, Performance Appraisal, Employee Training, PeopleSoft, Employee Handbooks, Organizational Design
Education
Oklahoma Wesleyan University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources
Oklahoma Wesleyan University 1997 — 1999
BA, Management of Human Resources
Ringwood High School 1982 — 1985
High School Diploma
PACCAR-Peterbilt Motors Company December 2010 - Present
Windsor Group February 2010 - December 2010
Triad Financial Corporation October 2006 - February 2010
CBIZ November 2005 - October 2006
CompUSA December 2003 - November 2005
FedEx Express 2000 - 2003
Oklahoma Employment Security Commission 1992 - 2000
Skills
Succession Planning, Workforce Management, Strategic Business, Diversity Recruitment, Organizational..., Organizational Change, Leadership Development, Talent Acquisition, Training &..., Change Management, Training, Employee Relations, Workforce Planning, Internal Communications, Recruiting, New Hire Orientations, HRIS, Deferred Compensation, Onboarding, HR Policies, Employee Benefits, Benefits Administration, Job Analysis, Human Resources, HR Consulting, Performance Management, Employee Engagement, Technical Recruiting, Applicant Tracking..., Labor Relations, Career Counseling, Staff Retention, Talent Management, FMLA, Personnel Management, Employment Law, College Recruiting, Employer Branding, Benefits Negotiation, Temporary Placement, Sourcing, Job Descriptions, Career Development, Internet Recruiting, Interviews, Performance Appraisal, Employee Training, PeopleSoft, Employee Handbooks, Organizational Design
Education
Oklahoma Wesleyan University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources
Oklahoma Wesleyan University 1997 — 1999
BA, Management of Human Resources
Ringwood High School 1982 — 1985
High School Diploma
Adrianne Eathorne Adrianne Eathorne's CBIZ Experience June 2006 - May 2013
Job At Lockton Companies
Industry Insurance
Experience
Lockton Companies May 2013 - Present
CBIZ June 2006 - May 2013
Kerxton Insurance Agency March 2001 - June 2006
CIMA Insurance 1994 - 2001
Capitol Underwriters, Ltd. May 1989 - March 1994
Howard Eales Agency, Inc. 1985 - 1989
Skills
Professional Liability, Construction, Umbrella Insurance, Underwriting, Insurance, Property & Casualty..., Legal Liability, Commercial Insurance, Liability, General Insurance, Workers Compensation, Claim, Risk Management, Financial Risk, Analysis, Brokers, Casualty, Customer Service, Strategic Planning, Casualty Insurance
Education
Greensburg Central Catholic
Penn State University
Lockton Companies May 2013 - Present
CBIZ June 2006 - May 2013
Kerxton Insurance Agency March 2001 - June 2006
CIMA Insurance 1994 - 2001
Capitol Underwriters, Ltd. May 1989 - March 1994
Howard Eales Agency, Inc. 1985 - 1989
Skills
Professional Liability, Construction, Umbrella Insurance, Underwriting, Insurance, Property & Casualty..., Legal Liability, Commercial Insurance, Liability, General Insurance, Workers Compensation, Claim, Risk Management, Financial Risk, Analysis, Brokers, Casualty, Customer Service, Strategic Planning, Casualty Insurance
Education
Greensburg Central Catholic
Penn State University
Jennifer Tokarz Jennifer Tokarz's CBIZ Experience 1997 - 2002
Job Consultant Accounting and Reporting
Industry Accounting
Experience
J.L. Tokarz Consulting LLC November 2014 - Present
Adam James International January 2013 - November 2014
First Western Financial, Inc. September 2010 - May 2012
Quiznos January 2010 - July 2010
Merrill Lynch Capital May 2005 - December 2008
Standard Parking Corporation August 2002 - May 2005
CBIZ 1997 - 2002
Skills
SOX, Auditing, Accounts Payable, Cash Management, Cash Flow, Financial Reporting, Data Conversion, Corporate Tax, Process Improvement, General Ledger..., Accounting, Account Reconciliation, Technical Documentation, General Ledger
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance & Mgmt Strategy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
BS, Accountancy
Texas A&M University 1993 — 1994
J.L. Tokarz Consulting LLC November 2014 - Present
Adam James International January 2013 - November 2014
First Western Financial, Inc. September 2010 - May 2012
Quiznos January 2010 - July 2010
Merrill Lynch Capital May 2005 - December 2008
Standard Parking Corporation August 2002 - May 2005
CBIZ 1997 - 2002
Skills
SOX, Auditing, Accounts Payable, Cash Management, Cash Flow, Financial Reporting, Data Conversion, Corporate Tax, Process Improvement, General Ledger..., Accounting, Account Reconciliation, Technical Documentation, General Ledger
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance & Mgmt Strategy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
BS, Accountancy
Texas A&M University 1993 — 1994
Michelle Martinez Michelle Martinez's CBIZ Experience 2011 - 2014
Job CMO at Lemonpeak
Industry Marketing and Advertising
Experience
Lemonpeak October 2014 - Present
CBIZ 2011 - 2014
CPC Medical 2005 - 2011
redcoon España 2001 - 2005
Amaran 1998 - 2001
Skills
Leadership, Strategic Planning, Marketing Strategy, Management, Employee Relations, Business Development, Organizational..., Management Consulting, Creative Problem Solving, Healthcare, Goal Oriented, Team Building, Strategy, Performance Management, Strategic Leadership, Mergers & Acquisitions, Executive Management, Budgets, Risk Management, Leadership Development, Talent Management, Finance, Organizational..., Program Management, Digital Marketing, Building and Managing..., Results Oriented, Online Marketing
Education
New York University
Lemonpeak October 2014 - Present
CBIZ 2011 - 2014
CPC Medical 2005 - 2011
redcoon España 2001 - 2005
Amaran 1998 - 2001
Skills
Leadership, Strategic Planning, Marketing Strategy, Management, Employee Relations, Business Development, Organizational..., Management Consulting, Creative Problem Solving, Healthcare, Goal Oriented, Team Building, Strategy, Performance Management, Strategic Leadership, Mergers & Acquisitions, Executive Management, Budgets, Risk Management, Leadership Development, Talent Management, Finance, Organizational..., Program Management, Digital Marketing, Building and Managing..., Results Oriented, Online Marketing
Education
New York University
Jennifer (Sheppard) Duff Jennifer (Sheppard) Duff's CBIZ Experience February 1997 - March 2003
Job Chief Financial Officer | Business Strategist | Knowledge Enthusiast
Industry Management Consulting
Experience
Management Stack, LLC February 2015 - Present
MPAY Inc. January 2007 - February 2015
MPAY Inc. October 2004 - January 2007
CBIZ February 1997 - March 2003
Skills
Payroll, Financial Analysis, QuickBooks, Accounting, Payroll Taxes, Employee Benefits, Leadership, Account Management, Small Business, General Ledger, Accounts Payable, Accounts Receivable, Benefits Administration, Tax, CPA, 401k, Account Reconciliation, Human Resources, Process Improvement, Management, Finance, Executive Management, Strategic Planning, Internal Controls
Education
Roanoke College 1992 — 1996
Bachelor's Degree, Business Administration, Finance Concentration
Northside High School
Management Stack, LLC February 2015 - Present
MPAY Inc. January 2007 - February 2015
MPAY Inc. October 2004 - January 2007
CBIZ February 1997 - March 2003
Skills
Payroll, Financial Analysis, QuickBooks, Accounting, Payroll Taxes, Employee Benefits, Leadership, Account Management, Small Business, General Ledger, Accounts Payable, Accounts Receivable, Benefits Administration, Tax, CPA, 401k, Account Reconciliation, Human Resources, Process Improvement, Management, Finance, Executive Management, Strategic Planning, Internal Controls
Education
Roanoke College 1992 — 1996
Bachelor's Degree, Business Administration, Finance Concentration
Northside High School
Michael Polizzo Michael Polizzo's CBIZ Experience January 2013 - April 2013
Job Financial Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Bank of America June 2013 - July 2014
CBIZ January 2013 - April 2013
Selective Insurance June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Capital IQ, Financial Analysis, Valuation, Writing, Internal Audit, Financial Modeling
Education
The College of New Jersey
Bachelor of Science (B.S.) Business Administration, Finance (English Minor)
Northeastern University
JPMorgan Chase July 2014 - Present
Bank of America June 2013 - July 2014
CBIZ January 2013 - April 2013
Selective Insurance June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Capital IQ, Financial Analysis, Valuation, Writing, Internal Audit, Financial Modeling
Education
The College of New Jersey
Bachelor of Science (B.S.) Business Administration, Finance (English Minor)
Northeastern University
Adam Stanley Adam Stanley's CBIZ Experience 2001 - 2005
Job President at Stanley Advisors, LLC
Industry Financial Services
Experience
Stanley Advisors, LLC June 2010 - Present
HM Capital Management January 2010 - June 2010
CBIZ Financial Solutions 2006 - 2009
Enterprise Bank & Trust January 2005 - May 2006
CBIZ 2001 - 2005
DST Systems 1998 - 2000
Skills
Financial Planning, Insurance Planning, Reporting & Analysis, Investment Selection, Retirement Planning, Asset Management, Asset Allocation, Budgeting, Strategic Planning, Portfolio Management, Wealth Management, Risk Management, Succession Planning, Public Speaking, Social Media, Financial Reporting, Process Improvement, Small Business, Investments, Financial Management, Financial Analysis, Investment Strategies, Mutual Funds, Business Planning, Investment Advisory, Wordpress, Website Development, Web Design, Website Management, Strategic Financial..., Managerial Finance, Financial Services
Education
Rockhurst University
Master of Business Administration (M.B.A.)
Northwest Missouri State University 1994 — 1998
BS, Finance
Stanley Advisors, LLC June 2010 - Present
HM Capital Management January 2010 - June 2010
CBIZ Financial Solutions 2006 - 2009
Enterprise Bank & Trust January 2005 - May 2006
CBIZ 2001 - 2005
DST Systems 1998 - 2000
Skills
Financial Planning, Insurance Planning, Reporting & Analysis, Investment Selection, Retirement Planning, Asset Management, Asset Allocation, Budgeting, Strategic Planning, Portfolio Management, Wealth Management, Risk Management, Succession Planning, Public Speaking, Social Media, Financial Reporting, Process Improvement, Small Business, Investments, Financial Management, Financial Analysis, Investment Strategies, Mutual Funds, Business Planning, Investment Advisory, Wordpress, Website Development, Web Design, Website Management, Strategic Financial..., Managerial Finance, Financial Services
Education
Rockhurst University
Master of Business Administration (M.B.A.)
Northwest Missouri State University 1994 — 1998
BS, Finance
Ashley Caster, CPA Ashley Caster, CPA's CBIZ Experience 1995 - 2004
Job CPA at Hoover & Hibdon, PC
Industry Accounting
Experience
Hoover & Hibdon, PC 2005 - Present
CBIZ 1995 - 2004
Skills
Tax, Partnership Taxation, Tax Preparation, Accounting, Income Tax, Tax Research, CPA, Corporate Tax, Tax Accounting
Education
Northwest Missouri State University 1989 — 1995
BS & MBA
Hoover & Hibdon, PC 2005 - Present
CBIZ 1995 - 2004
Skills
Tax, Partnership Taxation, Tax Preparation, Accounting, Income Tax, Tax Research, CPA, Corporate Tax, Tax Accounting
Education
Northwest Missouri State University 1989 — 1995
BS & MBA
Beth Quinn Lozano, CPA, CTP Beth Quinn Lozano, CPA, CTP's CBIZ Experience April 2008 - July 2011
Job Global Payments Product Manager
Industry Banking
Experience
Wells Fargo May 2013 - Present
TIAA-CREF November 2012 - May 2013
Wells Fargo February 2012 - November 2012
Pixel Optics Inc. July 2011 - September 2011
CBIZ April 2008 - July 2011
CBIZ June 2006 - April 2008
CBIZ December 2004 - June 2006
CBIZ July 2001 - January 2002
Skills
Payroll Administration, Unclaimed Property, Budget Development, Financial Forecasting, Treasury Services, Cash Management, Banking Relationships, ACH, Employee Management, Team Leadership, Internal Audit, SOX..., Payment Processing, Financial Services, Payroll, Payment Card Processing, Accounting, Account Reconciliation, Financial Analysis, Auditing, Internal Controls, Internal Audit, General Ledger, Accounts Payable, Accounts Receivable, Banking, Risk Management
Education
Roanoke College 2001 — 2004
Bachelor of Business Administration, Accounting
Wells Fargo May 2013 - Present
TIAA-CREF November 2012 - May 2013
Wells Fargo February 2012 - November 2012
Pixel Optics Inc. July 2011 - September 2011
CBIZ April 2008 - July 2011
CBIZ June 2006 - April 2008
CBIZ December 2004 - June 2006
CBIZ July 2001 - January 2002
Skills
Payroll Administration, Unclaimed Property, Budget Development, Financial Forecasting, Treasury Services, Cash Management, Banking Relationships, ACH, Employee Management, Team Leadership, Internal Audit, SOX..., Payment Processing, Financial Services, Payroll, Payment Card Processing, Accounting, Account Reconciliation, Financial Analysis, Auditing, Internal Controls, Internal Audit, General Ledger, Accounts Payable, Accounts Receivable, Banking, Risk Management
Education
Roanoke College 2001 — 2004
Bachelor of Business Administration, Accounting
JaNia Motley's CBIZ Experience August 2011 - July 2013
Job Director of Risk Assessment: Kansas City, Kansas Public Schools
Industry Education Management
Experience
Kansas City, Kansas Public Schools September 2014 - Present
Kansas City, Kansas Public Schools July 2013 - Present
CBIZ August 2011 - July 2013
Principal Financial Group 2008 - 2011
Skills
Account Management, Product Marketing, Employee Benefits, Marketing Communications, Vendor Relationships, Strategic Thinking, Decisiveness, Health Care Reform, New Business Development, Benefits Design, Negotiation, Leadership, Customer Retention, Team Building, Sales, Training, Management, Leadership Development, Team Leadership, Marketing, Strategic Planning, Coaching, Customer Service, Insurance, Organizational..., Salesforce.com, Health Savings Accounts, Marketing Strategy, CRM, Cold Calling, Business Development
Education
Hickman Mills
Park University
Bachelors Of Science, Marketing/ Management
Kansas City, Kansas Public Schools September 2014 - Present
Kansas City, Kansas Public Schools July 2013 - Present
CBIZ August 2011 - July 2013
Principal Financial Group 2008 - 2011
Skills
Account Management, Product Marketing, Employee Benefits, Marketing Communications, Vendor Relationships, Strategic Thinking, Decisiveness, Health Care Reform, New Business Development, Benefits Design, Negotiation, Leadership, Customer Retention, Team Building, Sales, Training, Management, Leadership Development, Team Leadership, Marketing, Strategic Planning, Coaching, Customer Service, Insurance, Organizational..., Salesforce.com, Health Savings Accounts, Marketing Strategy, CRM, Cold Calling, Business Development
Education
Hickman Mills
Park University
Bachelors Of Science, Marketing/ Management
Lucas Chappel Lucas Chappel's CBIZ Experience December 2014 - Present
Job Financial Analyst / Consultant at CBIZ
Industry Management Consulting
Experience
CBIZ December 2014 - Present
Winston Benefits Inc May 2012 - December 2014
Four Springs Capital LLC June 2010 - May 2012
Sky Blue Soccer February 2009 - May 2009
Rutgers University May 2007 - January 2009
Skills
Community Outreach, Management, Budgets, Microsoft Excel, Financial Modeling, Sales, Marketing, Accounting, Financial Analysis, Finance, Valuation, Venture Capital, Microsoft Office, Microsoft Word
Education
Monmouth University 2010 — 2012
MBA, Finance
Rutgers University- Rutgers Business School 2005 — 2009
Bachelor of Science, Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Management
CBIZ December 2014 - Present
Winston Benefits Inc May 2012 - December 2014
Four Springs Capital LLC June 2010 - May 2012
Sky Blue Soccer February 2009 - May 2009
Rutgers University May 2007 - January 2009
Skills
Community Outreach, Management, Budgets, Microsoft Excel, Financial Modeling, Sales, Marketing, Accounting, Financial Analysis, Finance, Valuation, Venture Capital, Microsoft Office, Microsoft Word
Education
Monmouth University 2010 — 2012
MBA, Finance
Rutgers University- Rutgers Business School 2005 — 2009
Bachelor of Science, Management
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Management
Drefus Tarpkin Drefus Tarpkin's CBIZ Experience September 2005 - December 2005
Job Teacher at Source4Teachers
Industry Information Services
Experience
Source4Teachers September 2013 - Present
Orange Twp Board of Education January 2011 - September 2013
(E3) Excellent Education for Everyone March 2006 - December 2010
CBIZ September 2005 - December 2005
GR Consulting 2004 - 2005
Rite Aid June 1996 - July 1997
Bankers Trust 1986 - 1992
Empire Blue Cross Blue Shield 1980 - 1986
Skills
Analysis, Banking, Business Continuity, Auditing, Compliance, Data Center, Disaster Recovery, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Audits, Financial Reporting, Business Process..., Financial Risk, Governance, IT Audit, Information Technology, Internal Audit, Internal Controls, Invoicing, Management, Managerial Finance, Microsoft Office, Payroll, PowerPoint, Project Management, Project Planning, Public Speaking, Sarbanes-Oxley, Sarbanes-Oxley Act, Software Documentation, Accounts Payable, Fixed Assets, Training, Strategic Planning, Insurance, Testing, Process Improvement
Education
Morehouse College 1973 — 1978
B.S., Accounting
East Orange High School
The New School
Certificate, Systems Analysis
Source4Teachers September 2013 - Present
Orange Twp Board of Education January 2011 - September 2013
(E3) Excellent Education for Everyone March 2006 - December 2010
CBIZ September 2005 - December 2005
GR Consulting 2004 - 2005
Rite Aid June 1996 - July 1997
Bankers Trust 1986 - 1992
Empire Blue Cross Blue Shield 1980 - 1986
Skills
Analysis, Banking, Business Continuity, Auditing, Compliance, Data Center, Disaster Recovery, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Audits, Financial Reporting, Business Process..., Financial Risk, Governance, IT Audit, Information Technology, Internal Audit, Internal Controls, Invoicing, Management, Managerial Finance, Microsoft Office, Payroll, PowerPoint, Project Management, Project Planning, Public Speaking, Sarbanes-Oxley, Sarbanes-Oxley Act, Software Documentation, Accounts Payable, Fixed Assets, Training, Strategic Planning, Insurance, Testing, Process Improvement
Education
Morehouse College 1973 — 1978
B.S., Accounting
East Orange High School
The New School
Certificate, Systems Analysis
Tim Ballesteros's CBIZ Experience February 2009 - September 2010
Job Senior Benefits Consultant at Morse Agency
Industry Insurance
Experience
Morse Insurance Agency, Inc. January 2015 - Present
Stetson University January 2014 - Present
Crossbow Consulting May 2014 - December 2014
USI Insurance Services September 2010 - January 2014
CBIZ February 2009 - September 2010
Benefit Options Resource, LLC May 2001 - December 2008
Tribus Financial Group / Wachovia / Wells Fargo August 1992 - April 2001
Prudential Insurance 1988 - 1992
Skills
Employee Benefits, Health Savings Accounts, Insurance, Health Care Reform, HRIS, ERISA, Underwriting, Flexible Spending..., Group Medical, Human Resources, Self-funded, Claim, New Business Development, Leadership, Program Management, Strategy, Business Planning, Benefits Administration, Health Insurance
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1999
MBA, Business
Stetson University 1986 — 1988
Bachelors, Business - Marketing
Ridgewood High School 1979 — 1982
Morse Insurance Agency, Inc. January 2015 - Present
Stetson University January 2014 - Present
Crossbow Consulting May 2014 - December 2014
USI Insurance Services September 2010 - January 2014
CBIZ February 2009 - September 2010
Benefit Options Resource, LLC May 2001 - December 2008
Tribus Financial Group / Wachovia / Wells Fargo August 1992 - April 2001
Prudential Insurance 1988 - 1992
Skills
Employee Benefits, Health Savings Accounts, Insurance, Health Care Reform, HRIS, ERISA, Underwriting, Flexible Spending..., Group Medical, Human Resources, Self-funded, Claim, New Business Development, Leadership, Program Management, Strategy, Business Planning, Benefits Administration, Health Insurance
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1999
MBA, Business
Stetson University 1986 — 1988
Bachelors, Business - Marketing
Ridgewood High School 1979 — 1982
Jerry Vigdor Jerry Vigdor's CBIZ Experience March 2005 - October 2010
Job Business consulting by Jerry G. Vigdor LLC
Industry Financial Services
Experience
Jerry G. Vigdor LLC February 2011 - Present
Federated Early Learning Services 1990 - 2011
CBIZ March 2005 - October 2010
Margolis & Co. December 1990 - February 2004
Laventhol & Horwath January 1980 - November 1990
Price Waterhouse Coopers 1970 - 1980
Skills
Cash Management, Financial Reporting, Tax, Internal Controls, Accounting, Strategic Financial..., Auditing, Finance, Cash Flow, Business Planning, Banking, Budgets, GAAP, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, ESOP, Corporate Finance
Education
Penn State University
BS, ACCOUNTING
Penn State University
BS, ACCOUNTING
Jerry G. Vigdor LLC February 2011 - Present
Federated Early Learning Services 1990 - 2011
CBIZ March 2005 - October 2010
Margolis & Co. December 1990 - February 2004
Laventhol & Horwath January 1980 - November 1990
Price Waterhouse Coopers 1970 - 1980
Skills
Cash Management, Financial Reporting, Tax, Internal Controls, Accounting, Strategic Financial..., Auditing, Finance, Cash Flow, Business Planning, Banking, Budgets, GAAP, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, ESOP, Corporate Finance
Education
Penn State University
BS, ACCOUNTING
Penn State University
BS, ACCOUNTING
Jon M. Bartholomew, CPA's CBIZ Experience July 2014 - Present
Job Senior Consultant at CBIZ
Industry Financial Services
Experience
CBIZ July 2014 - Present
J.M. Bartholomew & Co. January 2011 - Present
SAP March 2014 - July 2014
Merion Wealth Partners, LLC. July 2012 - March 2014
Joseph P. Melvin Company January 2006 - November 2010
Kreischer Miller December 2004 - April 2005
ParenteBeard, LLC (Formerly Beard Miller Company) November 2003 - December 2004
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, GAAP, Tax, Financial Accounting, Sarbanes-Oxley Act, SEC filings, General Ledger, Financial Analysis, Financial Forecasting, Project Management, QuickBooks, Forecasting, CPA, Financial Statements, Account Reconciliation, Mergers & Acquisitions, Variance Analysis, Strategic Financial..., Budgets, Finance, SEC Filings, Financial Planning, Consulting, Management Consulting, Risk Management
Education
Penn State University 2009 — 2011
Executive MBA, Leadership
Susquehanna University 1999 — 2003
Bachelor of Science, Accounting
Pottsville High School
CBIZ July 2014 - Present
J.M. Bartholomew & Co. January 2011 - Present
SAP March 2014 - July 2014
Merion Wealth Partners, LLC. July 2012 - March 2014
Joseph P. Melvin Company January 2006 - November 2010
Kreischer Miller December 2004 - April 2005
ParenteBeard, LLC (Formerly Beard Miller Company) November 2003 - December 2004
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, GAAP, Tax, Financial Accounting, Sarbanes-Oxley Act, SEC filings, General Ledger, Financial Analysis, Financial Forecasting, Project Management, QuickBooks, Forecasting, CPA, Financial Statements, Account Reconciliation, Mergers & Acquisitions, Variance Analysis, Strategic Financial..., Budgets, Finance, SEC Filings, Financial Planning, Consulting, Management Consulting, Risk Management
Education
Penn State University 2009 — 2011
Executive MBA, Leadership
Susquehanna University 1999 — 2003
Bachelor of Science, Accounting
Pottsville High School
Emily Kraft's CBIZ Experience February 2008 - January 2009
Job Food & Nutrition Services Outreach Coordinator at Food Bank of Central & Eastern NC
Industry Individual & Family Services
Experience
Food Bank of Central & Eastern NC October 2011 - Present
UCP/CLASS March 2011 - October 2011
UCP/CLASS April 2009 - March 2011
CBIZ February 2008 - January 2009
Boys Hope Girls Hope July 2006 - June 2007
Skills
Public Speaking, Community Outreach, Social Media, Microsoft Office, Volunteer Management, Public Relations, Non-profits, Case Managment, Organization, Nonprofits, Customer Service, Access, Social Services, Data Entry, Budgets, Case Management, Leadership, Fundraising, Program Development
Education
Penn State University 2002 — 2006
B.A., Public Relations
Food Bank of Central & Eastern NC October 2011 - Present
UCP/CLASS March 2011 - October 2011
UCP/CLASS April 2009 - March 2011
CBIZ February 2008 - January 2009
Boys Hope Girls Hope July 2006 - June 2007
Skills
Public Speaking, Community Outreach, Social Media, Microsoft Office, Volunteer Management, Public Relations, Non-profits, Case Managment, Organization, Nonprofits, Customer Service, Access, Social Services, Data Entry, Budgets, Case Management, Leadership, Fundraising, Program Development
Education
Penn State University 2002 — 2006
B.A., Public Relations
Diane Wolf Diane Wolf's CBIZ Experience January 2007 - November 2010
Job Senior Tax Accountant at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace November 2010 - Present
CBIZ January 2007 - November 2010
May Department Stores March 1982 - January 2007
Skills
Corporate Income Tax, Personal Income Tax, Property Tax, Tax, Income Tax, Corporate Tax, CPA, Tax Preparation, Tax Research
Education
Missouri State University
BS Accounting, Accounting
Brown Smith Wallace November 2010 - Present
CBIZ January 2007 - November 2010
May Department Stores March 1982 - January 2007
Skills
Corporate Income Tax, Personal Income Tax, Property Tax, Tax, Income Tax, Corporate Tax, CPA, Tax Preparation, Tax Research
Education
Missouri State University
BS Accounting, Accounting
John Fleischer John Fleischer's CBIZ Experience August 2014 - Present
Job Senior Vice President & CIO at CBIZ
Industry Information Technology and Services
Experience
CBIZ August 2014 - Present
TTT Holdings, Inc. (a Talisman Capital Partners company) July 2013 - August 2014
Ferro Corporation 2012 - 2013
The Goodyear Tire & Rubber Company 2010 - 2011
T-Systems (a Deutsche Telekom group company) 2006 - 2010
gedas (a Volkswagen group company) 2004 - 2006
gedas (a Volkswagen group company) 2001 - 2004
gedas (a Volkswagen group company) 2000 - 2001
Federal-Mogul Corporation 1996 - 1999
US Army 1984 - 1996
Skills
Business Unit Leadership, Program Management, Quality Management, Strategic Planning, Organization Redesign, Operations Management, SAP, Organizational..., Outsourcing, Offshoring, ITIL, Solution Selling, Cloud Computing, Automotive, Supply Chain Management, Manufacturing, Leadership, Consulting, Organizational Design, Strategy, Business Process, IT Management, Cross-functional Team..., Project Management, Vendor Management, Process Improvement, Professional Services, Data Center, Change Management, ERP, Integration, Business Intelligence, Enterprise Architecture, Management, IT Service Management, IT Strategy, ASA
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1993
MBA
Princeton University 1980 — 1984
A.B.
US Army Command and General Staff College 1994 — 1994
US Army Logistics Management College 1993 — 1993
Certification
CBIZ August 2014 - Present
TTT Holdings, Inc. (a Talisman Capital Partners company) July 2013 - August 2014
Ferro Corporation 2012 - 2013
The Goodyear Tire & Rubber Company 2010 - 2011
T-Systems (a Deutsche Telekom group company) 2006 - 2010
gedas (a Volkswagen group company) 2004 - 2006
gedas (a Volkswagen group company) 2001 - 2004
gedas (a Volkswagen group company) 2000 - 2001
Federal-Mogul Corporation 1996 - 1999
US Army 1984 - 1996
Skills
Business Unit Leadership, Program Management, Quality Management, Strategic Planning, Organization Redesign, Operations Management, SAP, Organizational..., Outsourcing, Offshoring, ITIL, Solution Selling, Cloud Computing, Automotive, Supply Chain Management, Manufacturing, Leadership, Consulting, Organizational Design, Strategy, Business Process, IT Management, Cross-functional Team..., Project Management, Vendor Management, Process Improvement, Professional Services, Data Center, Change Management, ERP, Integration, Business Intelligence, Enterprise Architecture, Management, IT Service Management, IT Strategy, ASA
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1993
MBA
Princeton University 1980 — 1984
A.B.
US Army Command and General Staff College 1994 — 1994
US Army Logistics Management College 1993 — 1993
Certification
Allan Frenette Allan Frenette's CBIZ Experience January 2008 - June 2008
Job Intermediate Internal Auditor Rotational Leadership Program at The Hanover Insurance Group
Industry Defense & Space
Experience
The Hanover Insurance Group October 2011 - Present
BAE Systems June 2010 - December 2010
BAE Systems June 2009 - June 2010
BAE Systems June 2008 - June 2009
CBIZ January 2008 - June 2008
Salvation Army Ray and Joan Kroc Center August 2005 - December 2007
REI April 2006 - November 2007
US Navy June 2001 - September 2004
Education
Norwich University 2009 — 2011
MA, Diplomacy (International Commerce)
San Diego State University-California State University 2006 — 2008
BS, Finance
The Hanover Insurance Group October 2011 - Present
BAE Systems June 2010 - December 2010
BAE Systems June 2009 - June 2010
BAE Systems June 2008 - June 2009
CBIZ January 2008 - June 2008
Salvation Army Ray and Joan Kroc Center August 2005 - December 2007
REI April 2006 - November 2007
US Navy June 2001 - September 2004
Education
Norwich University 2009 — 2011
MA, Diplomacy (International Commerce)
San Diego State University-California State University 2006 — 2008
BS, Finance
Chris Colman Chris Colman's CBIZ Experience April 2000 - March 2008
Job President of Colman Insurance Services
Industry Insurance
Experience
Colman Insurance Services March 2008 - Present
CBIZ April 2000 - March 2008
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Account Management, Financial Institution..., Strategic Planning, New Business Development, Sales Management, Sales, Marketing, Management, Insurance, Customer Service, Underwriting
Education
Missouri State University 1986 — 1990
BS, Public Relations & Marketing
St. Joseph Central 1982 — 1986
Colman Insurance Services March 2008 - Present
CBIZ April 2000 - March 2008
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Professional Liability, Account Management, Financial Institution..., Strategic Planning, New Business Development, Sales Management, Sales, Marketing, Management, Insurance, Customer Service, Underwriting
Education
Missouri State University 1986 — 1990
BS, Public Relations & Marketing
St. Joseph Central 1982 — 1986
John Shubert's CBIZ Experience 1994 - Present
Job Executive VP, CBIZ: ERISA fiduciary consulting and advisory services
Industry Financial Services
Experience
CBIZ 1994 - Present
Skills
Retirement Plan..., 401k, ERISA, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Financial Services, Risk Management, Defined Benefit, Leadership, Defined Contribution, Retirement, Mutual Funds
Education
Rollins College 1974 — 1978
Bachelor of Arts, Business Administration and Management, General
Rollins College
Bachelor of Arts (BA), Business Administration and Management, General
CBIZ 1994 - Present
Skills
Retirement Plan..., 401k, ERISA, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Financial Services, Risk Management, Defined Benefit, Leadership, Defined Contribution, Retirement, Mutual Funds
Education
Rollins College 1974 — 1978
Bachelor of Arts, Business Administration and Management, General
Rollins College
Bachelor of Arts (BA), Business Administration and Management, General
Wendy Tynan Wendy Tynan's CBIZ Experience 2006 - Present
Job Director of Professional Development
Industry Professional Training & Coaching
Experience
CBIZ 2006 - Present
Rogen International March 2001 - May 2004
DDB June 1983 - March 2001
Skills
Marketing Communications, Public Speaking, Leadership, Executive Coaching, Business Development, Business Strategy, Customer Insight, Integrated Marketing, Strategy, Management, Marketing, Marketing Strategy, Training
Education
University of Maryland College Park 1975 — 1977
Bachelor of Science (BS), Radio Television and Film
Ohio University 1971 — 1973
Speech and Hearing Sciences
CBIZ 2006 - Present
Rogen International March 2001 - May 2004
DDB June 1983 - March 2001
Skills
Marketing Communications, Public Speaking, Leadership, Executive Coaching, Business Development, Business Strategy, Customer Insight, Integrated Marketing, Strategy, Management, Marketing, Marketing Strategy, Training
Education
University of Maryland College Park 1975 — 1977
Bachelor of Science (BS), Radio Television and Film
Ohio University 1971 — 1973
Speech and Hearing Sciences
Catherine A. Crowel Catherine A. Crowel's CBIZ Experience August 1996 - December 1999
Job President, C. A. Crowel & Associates, Inc.
Industry Insurance
Experience
C. A. Crowel & Associates, Inc. August 2001 - Present
CBIZ August 1996 - December 1999
HPS Paradigm October 1995 - January 1997
Skills
Employee Benefits, Dental, Health Savings Accounts, Critical Illness, Group Health, Health Insurance, Medicare, Dentistry, Insurance, Term Life Insurance, Life Insurance, Sales, Accident, Fixed Annuities, Small Business, Disability Insurance, Underwriting, Brokers
Education
Mitchell College 1973 — 1975
General Studies
Fitch
C. A. Crowel & Associates, Inc. August 2001 - Present
CBIZ August 1996 - December 1999
HPS Paradigm October 1995 - January 1997
Skills
Employee Benefits, Dental, Health Savings Accounts, Critical Illness, Group Health, Health Insurance, Medicare, Dentistry, Insurance, Term Life Insurance, Life Insurance, Sales, Accident, Fixed Annuities, Small Business, Disability Insurance, Underwriting, Brokers
Education
Mitchell College 1973 — 1975
General Studies
Fitch
Erik Thomas Erik Thomas's CBIZ Experience January 2006 - February 2010
Job at
Industry Accounting
Experience
ACI Worldwide September 2015 - Present
ConAgra Foods July 2012 - September 2015
ConAgra Foods February 2010 - July 2012
CBIZ January 2006 - February 2010
Skills
Sarbanes-Oxley Act, Auditing, Finance, Internal Controls, Management, Leadership, Process Improvement, US GAAP
Education
University of Nebraska at Omaha 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Nebraska Wesleyan University 2001 — 2005
Accounting
ACI Worldwide September 2015 - Present
ConAgra Foods July 2012 - September 2015
ConAgra Foods February 2010 - July 2012
CBIZ January 2006 - February 2010
Skills
Sarbanes-Oxley Act, Auditing, Finance, Internal Controls, Management, Leadership, Process Improvement, US GAAP
Education
University of Nebraska at Omaha 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Nebraska Wesleyan University 2001 — 2005
Accounting
Robert Bird Brown Robert Bird Brown's CBIZ Experience 2004 - 2006
Job Business Marketing teacher and Boys' Varsity Soccer Coach at Westminster High School.
Industry Education Management
Experience
Westminster High School August 2011 - Present
Carroll County Times January 2006 - Present
"Kicking it with Bird and Mook" Radio Show March 2014 - Present
Westminster Wolves Soccer Club August 1985 - May 2013
A Gourmet Affair February 2008 - September 2012
Carroll Community College January 2007 - June 2012
Mid-Atlantic Distributors December 2006 - July 2009
Positive Coaching Alliance 2006 - 2007
CBIZ 2004 - 2006
Tennant Risk Services 2002 - 2004
Skills
Public Speaking, Non-profits, Event Planning, Microsoft Office, Fundraising, Customer Service, Social Media, Teaching, Marketing, Sports, Nonprofits, Event Management, Community Outreach, Sales, Leadership, Staff Development, Coaching, Leadership Development, Public Relations, Social Networking, Program Development, Research, Volunteer Management, Training, Higher Education, Team Building, Blogging, Curriculum Development, Strategic Planning, PowerPoint, Social Media Marketing, Microsoft Word, Grant Writing, Curriculum Design, Facebook, Career Counseling, Data Analysis, Management, Marketing Strategy, Writing, Program Management, Editing, Sales Management
Education
Mount Saint Mary's College 1989 — 1992
MBA, Finance
Coker College 1981 — 1985
BA, Sociology
Western Maryland College 1980 — 1981
Doctorate in education failures
Westminster High School 1977 — 1980
Westminster High School August 2011 - Present
Carroll County Times January 2006 - Present
"Kicking it with Bird and Mook" Radio Show March 2014 - Present
Westminster Wolves Soccer Club August 1985 - May 2013
A Gourmet Affair February 2008 - September 2012
Carroll Community College January 2007 - June 2012
Mid-Atlantic Distributors December 2006 - July 2009
Positive Coaching Alliance 2006 - 2007
CBIZ 2004 - 2006
Tennant Risk Services 2002 - 2004
Skills
Public Speaking, Non-profits, Event Planning, Microsoft Office, Fundraising, Customer Service, Social Media, Teaching, Marketing, Sports, Nonprofits, Event Management, Community Outreach, Sales, Leadership, Staff Development, Coaching, Leadership Development, Public Relations, Social Networking, Program Development, Research, Volunteer Management, Training, Higher Education, Team Building, Blogging, Curriculum Development, Strategic Planning, PowerPoint, Social Media Marketing, Microsoft Word, Grant Writing, Curriculum Design, Facebook, Career Counseling, Data Analysis, Management, Marketing Strategy, Writing, Program Management, Editing, Sales Management
Education
Mount Saint Mary's College 1989 — 1992
MBA, Finance
Coker College 1981 — 1985
BA, Sociology
Western Maryland College 1980 — 1981
Doctorate in education failures
Westminster High School 1977 — 1980
Kristi Moore, CPA's CBIZ Experience October 2005 - May 2007
Job State Tax Manager at Target
Industry Retail
Experience
Target August 2015 - Present
Target June 2010 - August 2015
Target April 2012 - May 2013
OppenheimerFunds May 2007 - June 2010
CBIZ October 2005 - May 2007
EKS&H January 2005 - October 2005
Skills
State Tax Planning, Federal & State Income..., State Tax, StateTax Controversy, Corporate Tax, Tax, Tax Accounting, Microsoft Excel, CPA, Forecasting, Process Improvement, Income Tax, Microsoft Office, Tax Research, Leadership, OneSource, SAP BW, Tax Law, Tax Preparation, Accounting, Provision, Strategic Communications, Change Management, Project Management, Management
Education
University of Denver - Sturm College of Law 2004 — 2006
Masters of Taxation, Tax Law/Taxation
St. John Fisher College 2002 — 2004
Bachelor of Science (B.S.), Accounting
Monroe Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Target August 2015 - Present
Target June 2010 - August 2015
Target April 2012 - May 2013
OppenheimerFunds May 2007 - June 2010
CBIZ October 2005 - May 2007
EKS&H January 2005 - October 2005
Skills
State Tax Planning, Federal & State Income..., State Tax, StateTax Controversy, Corporate Tax, Tax, Tax Accounting, Microsoft Excel, CPA, Forecasting, Process Improvement, Income Tax, Microsoft Office, Tax Research, Leadership, OneSource, SAP BW, Tax Law, Tax Preparation, Accounting, Provision, Strategic Communications, Change Management, Project Management, Management
Education
University of Denver - Sturm College of Law 2004 — 2006
Masters of Taxation, Tax Law/Taxation
St. John Fisher College 2002 — 2004
Bachelor of Science (B.S.), Accounting
Monroe Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
Mitchell Robinaugh's CBIZ Experience 2005 - 2006
Job Senior Tax Manager Pyramid Financial + Tax
Industry Accounting
Experience
Pyramid Financial + Tax August 2015 - Present
Tull, Forsberg & Olson July 2012 - July 2015
Rural/Metro Corporation September 2009 - July 2012
Schmidt Westergard & Company, PLLC July 2006 - September 2009
CBIZ 2005 - 2006
Levine Hughes * Mithuen January 2004 - May 2005
PricewaterhouseCoopers August 2002 - December 2003
Skills
US GAAP, Tax Preparation, Tax Returns, Partnership Taxation, General Ledger, FIN 48, State Tax, Multi-state tax returns, S Corporations, US Tax, FAS109
Education
Regis University 2004 — 2009
MBA, Accounting & Finance
University of Nevada Las Vegas Lee Business School 1995 — 1998
BS, Business Administration - Accounting
Pyramid Financial + Tax August 2015 - Present
Tull, Forsberg & Olson July 2012 - July 2015
Rural/Metro Corporation September 2009 - July 2012
Schmidt Westergard & Company, PLLC July 2006 - September 2009
CBIZ 2005 - 2006
Levine Hughes * Mithuen January 2004 - May 2005
PricewaterhouseCoopers August 2002 - December 2003
Skills
US GAAP, Tax Preparation, Tax Returns, Partnership Taxation, General Ledger, FIN 48, State Tax, Multi-state tax returns, S Corporations, US Tax, FAS109
Education
Regis University 2004 — 2009
MBA, Accounting & Finance
University of Nevada Las Vegas Lee Business School 1995 — 1998
BS, Business Administration - Accounting
James Jasko, ASLI, AU James Jasko, ASLI, AU's CBIZ Experience September 2006 - January 2007
Job Middle Market Underwriter at Berkley MidAtlantic Group (a W. R. Berkley Company)
Industry Insurance
Experience
Berkley Mid-Atlantic Group (a W. R. Berkley Company) February 2014 - Present
Century Insurance Group January 2007 - February 2014
CBIZ September 2006 - January 2007
Mount Vernon Nazarene University 2003 - 2006
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Liability, Inland Marine, Casualty, General Insurance, Professional Liability, Legal Liability, Excess, Reinsurance, Data Analysis, Umbrella Insurance, Workers Compensation, Actuarial Science, Casualty Insurance, SAS, Databases, Risk Management, Microsoft Excel, Agency Relationship..., Desktop Application..., Applied Mathematics, Cargo Insurance, Mathematical Modeling, Direct Marketing, Social Media, Database Marketing, Insurance Training, Matlab, Mathematics, Microsoft Access, Garage Liability, predictive an
Education
Mount Vernon Nazarene University 2003 — 2006
B.S, Mathematics
Berkley Mid-Atlantic Group (a W. R. Berkley Company) February 2014 - Present
Century Insurance Group January 2007 - February 2014
CBIZ September 2006 - January 2007
Mount Vernon Nazarene University 2003 - 2006
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Liability, Inland Marine, Casualty, General Insurance, Professional Liability, Legal Liability, Excess, Reinsurance, Data Analysis, Umbrella Insurance, Workers Compensation, Actuarial Science, Casualty Insurance, SAS, Databases, Risk Management, Microsoft Excel, Agency Relationship..., Desktop Application..., Applied Mathematics, Cargo Insurance, Mathematical Modeling, Direct Marketing, Social Media, Database Marketing, Insurance Training, Matlab, Mathematics, Microsoft Access, Garage Liability, predictive an
Education
Mount Vernon Nazarene University 2003 — 2006
B.S, Mathematics
Tricia Fickel, PHR's CBIZ Experience January 2013 - Present
Job Director Human Resources at CBIZ
Industry Human Resources
Experience
CBIZ January 2013 - Present
sanofi-aventis January 2009 - December 2012
sanofi-aventis (formerly Aventis Pharmaceuticals, Hoechst Marion Roussel) April 2002 - January 2009
Aventis Pharmaceuticals November 2000 - April 2002
Aventis Pharmaceuticals (formerly Hoechst Marion Roussel) April 1998 - November 2000
Hoechst Marion Roussel October 1995 - April 1998
Skills
Organizing, Change Leadership, Global Perspective, Dealing with Ambiguity, Exceptional project..., Delivering Presentations, Talent Management, Employee Relations, Employee Engagement, Performance Management, Change Management, Workforce Planning, Leadership Development, Management, Compensation & Benefit, Training, Staff Development, Succession Planning, Management Consulting, Leadership, Personnel Management, Process Improvement, Job Evaluation, Human Resources, Organizational..., Mergers, Employee Benefits, Deferred Compensation, Cross-functional Team..., Mergers & Acquisitions, Project Management, Policy, Executive Coaching, Interviews, Organizational Design, Applicant Tracking..., Organizational..., Program Management, SAP HR, HR Policies, Recruiting, HR Consulting, Benefits Administration, HRIS, New Hire Orientations, College Recruiting, Employee Training, Talent Acquisition
Education
Ottawa University
Master of Arts (MA), Human Resources
University of Kansas
Bachelor of Arts (B.A.), Psychology
CBIZ January 2013 - Present
sanofi-aventis January 2009 - December 2012
sanofi-aventis (formerly Aventis Pharmaceuticals, Hoechst Marion Roussel) April 2002 - January 2009
Aventis Pharmaceuticals November 2000 - April 2002
Aventis Pharmaceuticals (formerly Hoechst Marion Roussel) April 1998 - November 2000
Hoechst Marion Roussel October 1995 - April 1998
Skills
Organizing, Change Leadership, Global Perspective, Dealing with Ambiguity, Exceptional project..., Delivering Presentations, Talent Management, Employee Relations, Employee Engagement, Performance Management, Change Management, Workforce Planning, Leadership Development, Management, Compensation & Benefit, Training, Staff Development, Succession Planning, Management Consulting, Leadership, Personnel Management, Process Improvement, Job Evaluation, Human Resources, Organizational..., Mergers, Employee Benefits, Deferred Compensation, Cross-functional Team..., Mergers & Acquisitions, Project Management, Policy, Executive Coaching, Interviews, Organizational Design, Applicant Tracking..., Organizational..., Program Management, SAP HR, HR Policies, Recruiting, HR Consulting, Benefits Administration, HRIS, New Hire Orientations, College Recruiting, Employee Training, Talent Acquisition
Education
Ottawa University
Master of Arts (MA), Human Resources
University of Kansas
Bachelor of Arts (B.A.), Psychology
Donna Sheffer (Robertson), PHR's CBIZ Experience November 2011 - September 2013
Job HRIS Implementation Specialist at Sheakley Pay Systems
Industry Human Resources
Experience
Sheakley Pay Systems September 2013 - Present
CBIZ November 2011 - September 2013
Carilion Clinic January 2008 - 2011
Allstate March 2005 - January 2008
Education
Roanoke College
BBA, Business Administration
Sheakley Pay Systems September 2013 - Present
CBIZ November 2011 - September 2013
Carilion Clinic January 2008 - 2011
Allstate March 2005 - January 2008
Education
Roanoke College
BBA, Business Administration
Betsy Bodker Betsy Bodker's CBIZ Experience 2000 - 2008
Job Senior Manager Organization Effectiveness at Kraft Foods Group
Industry Human Resources
Experience
Kraft Foods Group November 2013 - Present
BorgWarner September 2010 - October 2013
Blue Cross Blue Shield of Michigan 2009 - 2010
CBIZ 2000 - 2008
CBIZ/Mayer Hoffman McCann 2000 - 2008
Leo Burnett Group 1995 - 2000
Urban Retail Properties (formerly JMB Realty) 1993 - 1995
Skills
Succession Planning, Performance Management, Leadership Development, Training, Talent Management, Organizational..., Employee Engagement, Employee Relations, Onboarding, Organizational Design, Culture Change, Organizational..., Change Management, Human Resources, Employee Surveys, Strategy, Leadership, Management, Personnel Management, Employee Training, HR Consulting
Education
Quinlan School of Business, Loyola University Chicago 1993 — 1995
MS, Human Resources
Northwestern University 1985 — 1989
BA, Psychology
Kraft Foods Group November 2013 - Present
BorgWarner September 2010 - October 2013
Blue Cross Blue Shield of Michigan 2009 - 2010
CBIZ 2000 - 2008
CBIZ/Mayer Hoffman McCann 2000 - 2008
Leo Burnett Group 1995 - 2000
Urban Retail Properties (formerly JMB Realty) 1993 - 1995
Skills
Succession Planning, Performance Management, Leadership Development, Training, Talent Management, Organizational..., Employee Engagement, Employee Relations, Onboarding, Organizational Design, Culture Change, Organizational..., Change Management, Human Resources, Employee Surveys, Strategy, Leadership, Management, Personnel Management, Employee Training, HR Consulting
Education
Quinlan School of Business, Loyola University Chicago 1993 — 1995
MS, Human Resources
Northwestern University 1985 — 1989
BA, Psychology
Christopher Arunkumar, CPA CFE Christopher Arunkumar, CPA CFE's CBIZ Experience September 2008 - November 2008
Job President of Breakpoint Assurance Company I Specializing in Fraud Investigation I Internal Controls I Taxation Services
Industry Accounting
Experience
Breakpoint Assurance Company (A CPA Firm) January 2009 - Present
DeVry University February 2010 - April 2010
Bells Group of Pharmacies January 2010 - April 2010
CBIZ September 2008 - November 2008
Sobel & Co., LLC February 2008 - April 2008
Engineering Solutions Products, Inc. March 2007 - February 2008
GR Consulting 2005 - 2007
Deloitte 2005 - 2005
Skills
Internal Controls, Auditing, Finance, Financial Analysis, Management, Banking, US GAAP, Sarbanes-Oxley Act, Fraud, Tax, Accounting, Financial Accounting, Financial Statements, CPA, GAAP, Corporate Tax, Certified Fraud Examiner, Variance Analysis, Due Diligence, Mergers, Bookkeeping, Analysis, Account Reconciliation, Mergers & Acquisitions, Risk Management, Process Improvement, Financial Services, Financial Reporting, Project Management
Education
New Jersey City University 1995 — 1995
CPA Certification, Business Law
Sri Venkateswara University 1978 — 1980
Breakpoint Assurance Company (A CPA Firm) January 2009 - Present
DeVry University February 2010 - April 2010
Bells Group of Pharmacies January 2010 - April 2010
CBIZ September 2008 - November 2008
Sobel & Co., LLC February 2008 - April 2008
Engineering Solutions Products, Inc. March 2007 - February 2008
GR Consulting 2005 - 2007
Deloitte 2005 - 2005
Skills
Internal Controls, Auditing, Finance, Financial Analysis, Management, Banking, US GAAP, Sarbanes-Oxley Act, Fraud, Tax, Accounting, Financial Accounting, Financial Statements, CPA, GAAP, Corporate Tax, Certified Fraud Examiner, Variance Analysis, Due Diligence, Mergers, Bookkeeping, Analysis, Account Reconciliation, Mergers & Acquisitions, Risk Management, Process Improvement, Financial Services, Financial Reporting, Project Management
Education
New Jersey City University 1995 — 1995
CPA Certification, Business Law
Sri Venkateswara University 1978 — 1980
Leslie (Duley) Ranney's CBIZ Experience September 2013 - June 2014
Job Senior Coordinator, Membership & Group Fitness at University of Kansas Medical Center
Industry Health, Wellness and Fitness
Experience
University of Kansas Medical Center June 2014 - Present
CBIZ September 2013 - June 2014
CBIZ April 2012 - June 2014
Northwest Missouri State University July 2011 - April 2012
Northwest Missouri State University August 2009 - April 2012
Maryville Community Center May 2011 - August 2011
Heartland Health Regional Medical Center May 2011 - June 2011
Northwest Missouri State University August 2010 - April 2011
Corporate Fitness Works January 2010 - April 2010
Northwest Missouri State University August 2009 - December 2009
Skills
AFAA Group Exercise..., CPR/AED Certified, Wellness & Recreation..., Administrative..., Office support..., Proficient with..., Detail oriented, Highly motivated, Fitness, Nutrition, Community Outreach, Employee Wellness, Training, Stress Management, Fitness Training
Education
Northwest Missouri State University 2008 — 2012
Master of Science (M.S.), Applied Health Science
Northwest Missouri State University 2008 — 2012
Bachelor of Science (B.S.), Corporate Recreation and Wellness
University of Kansas Medical Center June 2014 - Present
CBIZ September 2013 - June 2014
CBIZ April 2012 - June 2014
Northwest Missouri State University July 2011 - April 2012
Northwest Missouri State University August 2009 - April 2012
Maryville Community Center May 2011 - August 2011
Heartland Health Regional Medical Center May 2011 - June 2011
Northwest Missouri State University August 2010 - April 2011
Corporate Fitness Works January 2010 - April 2010
Northwest Missouri State University August 2009 - December 2009
Skills
AFAA Group Exercise..., CPR/AED Certified, Wellness & Recreation..., Administrative..., Office support..., Proficient with..., Detail oriented, Highly motivated, Fitness, Nutrition, Community Outreach, Employee Wellness, Training, Stress Management, Fitness Training
Education
Northwest Missouri State University 2008 — 2012
Master of Science (M.S.), Applied Health Science
Northwest Missouri State University 2008 — 2012
Bachelor of Science (B.S.), Corporate Recreation and Wellness
Veronica Li, CISR, AIC, CPIW Veronica Li, CISR, AIC, CPIW's CBIZ Experience September 2013 - May 2015
Job Insurance Broker Client Service
Industry Insurance
Experience
INSURICA Insurance Management Network June 2015 - Present
CBIZ September 2013 - May 2015
Willis July 2007 - September 2013
Marsh & McLennan Companies, Inc. November 2002 - April 2005
Frenkel & Company July 1999 - November 2002
Skills
Commercial Insurance, Insurance Claims, Client Service, Property & Casualty..., Brokers, Financial Services, Insurance, Casualty, Underwriting, Professional Liability, General Insurance, Claim, D&O, Legal Liability, Liability, Workers Compensation, Umbrella Insurance, Claims Management, Employment Practices..., Employee Benefits, Health Insurance, Reinsurance, Risk Management, Client Services, Casualty Insurance
Education
Nassau Community College
Southwest Texas State University
INSURICA Insurance Management Network June 2015 - Present
CBIZ September 2013 - May 2015
Willis July 2007 - September 2013
Marsh & McLennan Companies, Inc. November 2002 - April 2005
Frenkel & Company July 1999 - November 2002
Skills
Commercial Insurance, Insurance Claims, Client Service, Property & Casualty..., Brokers, Financial Services, Insurance, Casualty, Underwriting, Professional Liability, General Insurance, Claim, D&O, Legal Liability, Liability, Workers Compensation, Umbrella Insurance, Claims Management, Employment Practices..., Employee Benefits, Health Insurance, Reinsurance, Risk Management, Client Services, Casualty Insurance
Education
Nassau Community College
Southwest Texas State University
Jamie Kristjanson Jamie Kristjanson's CBIZ Experience September 2012 - October 2014
Job Independent Broker at Insurance Unlimited of Bozeman Montana
Industry Insurance
Experience
Insurance Unlimited of Bozeman Montana November 2014 - Present
Own and operate 1997 - Present
CBIZ September 2012 - October 2014
Skills
Insurance, Commercial Insurance, Licensed Property &..., short term vacation..., Commercial Lines, Liability, Property & Casualty..., Casualty, Umbrella Insurance, Sales, Barrel Racing, Downhill Skiing, Roping, Casualty Insurance, New Business Development
Education
Montana State University-Bozeman 2002 — 2007
Liberal Arts and Sciences/Liberal Studies
Jackson Hole High School 1990 — 1994
Diploma
Insurance Unlimited of Bozeman Montana November 2014 - Present
Own and operate 1997 - Present
CBIZ September 2012 - October 2014
Skills
Insurance, Commercial Insurance, Licensed Property &..., short term vacation..., Commercial Lines, Liability, Property & Casualty..., Casualty, Umbrella Insurance, Sales, Barrel Racing, Downhill Skiing, Roping, Casualty Insurance, New Business Development
Education
Montana State University-Bozeman 2002 — 2007
Liberal Arts and Sciences/Liberal Studies
Jackson Hole High School 1990 — 1994
Diploma
Joe Miles Joe Miles's CBIZ Experience February 2014 - Present
Job Director, Application Development and Support at CBIZ
Industry Information Services
Experience
CBIZ February 2014 - Present
CBIZ February 2007 - February 2014
CBIZ 2006 - 2007
CBIZ 2004 - 2006
CBIZ 2004 - 2004
Skills
Process Improvement, SDLC, SharePoint, Integration, Business Intelligence, Business Analysis, IT Strategy, Vendor Management, Business Process..., Project Management, Disaster Recovery, Business Process, Visio, SaaS, Leadership, Technical Leadership, ERP, HRIS, Salesforce.com, Data Warehousing, Acquisition Integration, Contract Negotiation, Service Desk Management, CRM, Project Portfolio..., Requirements Gathering, Requirements Analysis, Software Implementation, PMO, Enterprise Architecture, Software Project..., Professional Services, Enterprise Software, PMP, Cloud Computing, Databases, Solution Architecture, Consulting
Education
Ohio University 1995 — 2000
Bachelor of Business Administration, Management Information Systems Major, Interpersonal Communications Minor
CBIZ February 2014 - Present
CBIZ February 2007 - February 2014
CBIZ 2006 - 2007
CBIZ 2004 - 2006
CBIZ 2004 - 2004
Skills
Process Improvement, SDLC, SharePoint, Integration, Business Intelligence, Business Analysis, IT Strategy, Vendor Management, Business Process..., Project Management, Disaster Recovery, Business Process, Visio, SaaS, Leadership, Technical Leadership, ERP, HRIS, Salesforce.com, Data Warehousing, Acquisition Integration, Contract Negotiation, Service Desk Management, CRM, Project Portfolio..., Requirements Gathering, Requirements Analysis, Software Implementation, PMO, Enterprise Architecture, Software Project..., Professional Services, Enterprise Software, PMP, Cloud Computing, Databases, Solution Architecture, Consulting
Education
Ohio University 1995 — 2000
Bachelor of Business Administration, Management Information Systems Major, Interpersonal Communications Minor
Nicole Zanandrie Nicole Zanandrie's CBIZ Experience 2006 - 2008
Job MRA Team Lead at Humana
Industry Insurance
Experience
Humana November 2008 - Present
CBIZ 2006 - 2008
Skills
Health Insurance, HIPAA, Medical Coding, ICD-9, CPT, Healthcare, Medical Terminology, HCPCS, Medical Records, Healthcare Management, EMR, EHR, Microsoft Excel, Microsoft Office, Data Entry, Microsoft Word, Outlook, Medical Compliance, Auditing, Healthcare Reimbursement, Health Information...
Education
Remington College-Tampa Campus 2006 — 2007
Certification
Largo High School 2003 — 2006
High School Diploma
Humana November 2008 - Present
CBIZ 2006 - 2008
Skills
Health Insurance, HIPAA, Medical Coding, ICD-9, CPT, Healthcare, Medical Terminology, HCPCS, Medical Records, Healthcare Management, EMR, EHR, Microsoft Excel, Microsoft Office, Data Entry, Microsoft Word, Outlook, Medical Compliance, Auditing, Healthcare Reimbursement, Health Information...
Education
Remington College-Tampa Campus 2006 — 2007
Certification
Largo High School 2003 — 2006
High School Diploma
Jill Shuey Davis's CBIZ Experience April 2004 - October 2005
Job Account Manager TAH Benefits
Industry Insurance
Experience
TAH Benefits April 2012 - Present
CareWorks USA September 2010 - March 2012
DSW October 2006 - September 2010
Benchmark Insurance October 2005 - October 2006
CBIZ April 2004 - October 2005
Berwanger Overmyer Associates September 1999 - April 2004
Skills
Microsoft Office, Employee Benefits, Coaching, Recruiting, Human Resources, Performance Management, Talent Acquisition, Employee Relations, Change Management, Benefits Administration, Outlook, Training, Onboarding, Customer Service, Microsoft Excel, Time Management, Talent Management, FMLA, Management, Payroll, Employee Training, Applicant Tracking..., Leadership, Hiring, Leadership Development, HRIS, Interviews, Team Building, Succession Planning, Employee Engagement, Vendor Management, Sourcing, College Recruiting, New Hire Orientations, PeopleSoft, Technical Recruiting, Workers Compensation, Process Improvement, Resume Writing, Internet Recruiting, Personnel Management, Customer Satisfaction, Executive Search, Administration, Sales, Organizational..., Insurance, Retail, COBRA
Education
Ohio University
BSJ, Journalism, Communications, Advertising
TAH Benefits April 2012 - Present
CareWorks USA September 2010 - March 2012
DSW October 2006 - September 2010
Benchmark Insurance October 2005 - October 2006
CBIZ April 2004 - October 2005
Berwanger Overmyer Associates September 1999 - April 2004
Skills
Microsoft Office, Employee Benefits, Coaching, Recruiting, Human Resources, Performance Management, Talent Acquisition, Employee Relations, Change Management, Benefits Administration, Outlook, Training, Onboarding, Customer Service, Microsoft Excel, Time Management, Talent Management, FMLA, Management, Payroll, Employee Training, Applicant Tracking..., Leadership, Hiring, Leadership Development, HRIS, Interviews, Team Building, Succession Planning, Employee Engagement, Vendor Management, Sourcing, College Recruiting, New Hire Orientations, PeopleSoft, Technical Recruiting, Workers Compensation, Process Improvement, Resume Writing, Internet Recruiting, Personnel Management, Customer Satisfaction, Executive Search, Administration, Sales, Organizational..., Insurance, Retail, COBRA
Education
Ohio University
BSJ, Journalism, Communications, Advertising
Debra McCracken's CBIZ Experience November 2011 - October 2014
Job HR Manager at Nature's Variety
Industry Human Resources
Experience
Nature's Variety November 2014 - Present
CBIZ November 2011 - October 2014
Centric Group March 2000 - November 2004
Express Personnel Services June 1998 - March 2000
Skills
Employee Relations, Strategic Planning, Human Resources, FMLA, Onboarding, Employee Benefits
Education
Missouri State University 1993 — 1997
Bachelor of Science in Business Administration, Human Resources
Nature's Variety November 2014 - Present
CBIZ November 2011 - October 2014
Centric Group March 2000 - November 2004
Express Personnel Services June 1998 - March 2000
Skills
Employee Relations, Strategic Planning, Human Resources, FMLA, Onboarding, Employee Benefits
Education
Missouri State University 1993 — 1997
Bachelor of Science in Business Administration, Human Resources
Crosswell Lori Crosswell Lori's CBIZ Experience April 2014 - Present
Job Account Executive, CBIZ Benefits Insurance Services
Industry Insurance
Experience
CBIZ April 2014 - Present
Crest Insurance Group December 2006 - April 2014
UnitedHealthcare April 2004 - December 2006
UnitedHealthcare March 2002 - April 2004
UnitedHealthcare July 1998 - March 2002
Skills
Employee Benefits, Insurance, Health Insurance, Term Life Insurance, Account Management, Life Insurance, Customer Service, Sales, Underwriting, Disability Insurance, Benefits Administration, Brokers, Claim, Strategic Planning, Management, Healthcare Reform
Education
Pima Community College 1994 — 1995
General Business, Writing, page layout
Chaparral College 1992 — 1994
Desktop Publishing Specialist, Graphic Design
Allure School of Cosmetology 1984 — 1985
Cosmetology Certification
CBIZ April 2014 - Present
Crest Insurance Group December 2006 - April 2014
UnitedHealthcare April 2004 - December 2006
UnitedHealthcare March 2002 - April 2004
UnitedHealthcare July 1998 - March 2002
Skills
Employee Benefits, Insurance, Health Insurance, Term Life Insurance, Account Management, Life Insurance, Customer Service, Sales, Underwriting, Disability Insurance, Benefits Administration, Brokers, Claim, Strategic Planning, Management, Healthcare Reform
Education
Pima Community College 1994 — 1995
General Business, Writing, page layout
Chaparral College 1992 — 1994
Desktop Publishing Specialist, Graphic Design
Allure School of Cosmetology 1984 — 1985
Cosmetology Certification
Nicol (Hill) Schmidt Nicol (Hill) Schmidt's CBIZ Experience September 2013 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ September 2013 - Present
Orlando Family Foundation for Charities December 1999 - Present
The Paladin Group, USA, LLC July 2012 - Present
Dance Again Ministries February 2013 - Present
Syndicated Solar February 2012 - February 2013
Benefit Solutions Group June 2006 - November 2011
Orlando Banquets, Inc. April 1998 - August 2004
Skills
Program Management, Employee Benefits, Sales, Medicine, Healthcare, Disability Insurance, Long Term Care Insurance, Sales Management, Nonprofits, Management, Insurance, Small Business, Business Development, Solar Energy, Direct Sales, Account Management, Cold Calling, Leadership
Education
Missouri State University 1987 — 1991
BS, Hospitality and Restaurant Adm
CBIZ September 2013 - Present
Orlando Family Foundation for Charities December 1999 - Present
The Paladin Group, USA, LLC July 2012 - Present
Dance Again Ministries February 2013 - Present
Syndicated Solar February 2012 - February 2013
Benefit Solutions Group June 2006 - November 2011
Orlando Banquets, Inc. April 1998 - August 2004
Skills
Program Management, Employee Benefits, Sales, Medicine, Healthcare, Disability Insurance, Long Term Care Insurance, Sales Management, Nonprofits, Management, Insurance, Small Business, Business Development, Solar Energy, Direct Sales, Account Management, Cold Calling, Leadership
Education
Missouri State University 1987 — 1991
BS, Hospitality and Restaurant Adm
CJ Ecalono CJ Ecalono's CBIZ Experience January 2012 - July 2014
Job Sales & Marketing Representative for CBIZ
Industry Marketing and Advertising
Experience
Frederick County Publc School September 2009 - Present
CBIZ January 2012 - July 2014
Frederick County Public Schools October 2009 - January 2012
Personal Trainer at Fitness First April 2011 - August 2011
Frederick County Public Schools January 2009 - January 2010
Robert Morris University August 2008 - July 2009
Robert Morris University January 2008 - May 2008
Pittsburgh Pirates July 2006 - September 2007
Skills
Leadership, Sports, Sports Management, Marketing, Athletics, Coaching, Customer Service, Sales, Research, Teaching, Fitness, Athletic Training, Event Planning, Public Speaking, Event Management, Microsoft Office, Fundraising, PowerPoint, Social Media
Education
Robert Morris University
Masters of Science, Instructional Leadership
Robert Morris University 2004 — 2008
BSBA, Sport Management
Robert Morris University 2004 — 2008
BSBA, Marketing
Frederick County Publc School September 2009 - Present
CBIZ January 2012 - July 2014
Frederick County Public Schools October 2009 - January 2012
Personal Trainer at Fitness First April 2011 - August 2011
Frederick County Public Schools January 2009 - January 2010
Robert Morris University August 2008 - July 2009
Robert Morris University January 2008 - May 2008
Pittsburgh Pirates July 2006 - September 2007
Skills
Leadership, Sports, Sports Management, Marketing, Athletics, Coaching, Customer Service, Sales, Research, Teaching, Fitness, Athletic Training, Event Planning, Public Speaking, Event Management, Microsoft Office, Fundraising, PowerPoint, Social Media
Education
Robert Morris University
Masters of Science, Instructional Leadership
Robert Morris University 2004 — 2008
BSBA, Sport Management
Robert Morris University 2004 — 2008
BSBA, Marketing
Aaron Shirley Aaron Shirley's CBIZ Experience July 2006 - June 2008
Job Sr Accounting Manager at Intuit
Industry Accounting
Experience
Intuit December 2014 - Present
Intuit August 2013 - November 2014
Intuit August 2010 - July 2013
Intuit December 2008 - July 2010
CBIZ MHM, LLC July 2008 - December 2008
CBIZ July 2006 - June 2008
SPAWAR June 2005 - April 2006
Skills
Financial Statements, Process Improvement, Auditing, Financial Accounting, Accounting, CPA, General Ledger, GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Tax, US GAAP, Financial Reporting, Tax Preparation
Education
Point Loma Nazarene University 2002 — 2006
Bachelors, Accounting
Intuit December 2014 - Present
Intuit August 2013 - November 2014
Intuit August 2010 - July 2013
Intuit December 2008 - July 2010
CBIZ MHM, LLC July 2008 - December 2008
CBIZ July 2006 - June 2008
SPAWAR June 2005 - April 2006
Skills
Financial Statements, Process Improvement, Auditing, Financial Accounting, Accounting, CPA, General Ledger, GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Tax, US GAAP, Financial Reporting, Tax Preparation
Education
Point Loma Nazarene University 2002 — 2006
Bachelors, Accounting
Samantha Rios Samantha Rios's CBIZ Experience June 2013 - August 2013
Job Internal Audit Assistant at AAA Southern New England
Industry Market Research
Experience
AAA Southern New England September 2014 - Present
CBIZ June 2013 - August 2013
Maspeth Town Hall January 2008 - August 2012
Skills
Accounting, Finance, Marketing Strategy, Time Management, Financial Analysis, Critical Thinking, CRM, Building Relationships, Creative Problem Solving, Communication, Analytics, Attention to Detail, Decision Making
Education
Providence College 2013 — 2015
Master's degree, Finance and Marketing
Providence College 2009 — 2013
Bachelor of Science (BS), Accounting
AAA Southern New England September 2014 - Present
CBIZ June 2013 - August 2013
Maspeth Town Hall January 2008 - August 2012
Skills
Accounting, Finance, Marketing Strategy, Time Management, Financial Analysis, Critical Thinking, CRM, Building Relationships, Creative Problem Solving, Communication, Analytics, Attention to Detail, Decision Making
Education
Providence College 2013 — 2015
Master's degree, Finance and Marketing
Providence College 2009 — 2013
Bachelor of Science (BS), Accounting
Mary Berk Mary Berk's CBIZ Experience 2000 - 2001
Job Consultant at MJM401K
Industry Financial Services
Experience
MJM401k January 2015 - Present
United Retirement Plan Consultants August 2014 - December 2014
United Retirement Plan Consultants/Mercer Advisors February 2014 - August 2014
Boyce & Associates, Inc. July 2008 - February 2014
Coble Pension Group March 2004 - September 2008
Beneco, Inc. March 2003 - March 2004
CBIZ 2000 - 2001
Matthews Malone & Associates 1990 - 1998
REBC 1988 - 1990
National Associates, Inc. 1984 - 1988
Skills
Pensions, Retirement Planning, Defined Benefit, Defined Contribution, 401k, Pension Administration, ERISA, Microsoft Excel
Education
Devry University 2000 — 2002
BS, Information Systems
Pepperdine University 1983 — 1984
BS, Business Management
MJM401k January 2015 - Present
United Retirement Plan Consultants August 2014 - December 2014
United Retirement Plan Consultants/Mercer Advisors February 2014 - August 2014
Boyce & Associates, Inc. July 2008 - February 2014
Coble Pension Group March 2004 - September 2008
Beneco, Inc. March 2003 - March 2004
CBIZ 2000 - 2001
Matthews Malone & Associates 1990 - 1998
REBC 1988 - 1990
National Associates, Inc. 1984 - 1988
Skills
Pensions, Retirement Planning, Defined Benefit, Defined Contribution, 401k, Pension Administration, ERISA, Microsoft Excel
Education
Devry University 2000 — 2002
BS, Information Systems
Pepperdine University 1983 — 1984
BS, Business Management
Nicole Keesee Nicole Keesee's CBIZ Experience September 2013 - December 2013
Job Subject Tutor at Roanoke College
Industry Accounting
Experience
Roanoke College October 2011 - April 2014
CBIZ September 2013 - December 2013
Roanoke College August 2011 - October 2011
Kroger June 2007 - June 2011
Skills
Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Teamwork, Financial Accounting, Customer Service, Financial Reporting, Auditing, Bookkeeping, Time Management, English, Accounts Payable, Access, Tax, Research, Accounts Receivable
Education
Roanoke College 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration
Cave Spring High School 2007 — 2010
Advanced Studies
Roanoke College October 2011 - April 2014
CBIZ September 2013 - December 2013
Roanoke College August 2011 - October 2011
Kroger June 2007 - June 2011
Skills
Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Teamwork, Financial Accounting, Customer Service, Financial Reporting, Auditing, Bookkeeping, Time Management, English, Accounts Payable, Access, Tax, Research, Accounts Receivable
Education
Roanoke College 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration
Cave Spring High School 2007 — 2010
Advanced Studies
Lisa Werner Stoller's CBIZ Experience 2010 - October 2011
Job Workforce Solutions Consultant at CertiPay
Industry Human Resources
Experience
CertiPay October 2011 - Present
CBIZ 2010 - October 2011
ADP 2003 - 2006
Skills
Benefits Administration, Human Resources, Payroll, Employee Benefits, HRIS, Time Management, Sales, Employee Relations, Process Improvement, Cold Calling, Negotiation, Performance Management, Onboarding, Strategic Planning, ADP Payroll, Recruiting, Training, Hiring, Talent Management, Talent Acquisition, Personnel Management, Team Building, Applicant Tracking..., Organizational..., Leadership Development, New Hire Orientations, Interviews, Succession Planning
Education
Nova Southeastern University 1988 — 1991
Bachelors of Science, Business Administration
Cardinal Newman 1984 — 1988
CertiPay October 2011 - Present
CBIZ 2010 - October 2011
ADP 2003 - 2006
Skills
Benefits Administration, Human Resources, Payroll, Employee Benefits, HRIS, Time Management, Sales, Employee Relations, Process Improvement, Cold Calling, Negotiation, Performance Management, Onboarding, Strategic Planning, ADP Payroll, Recruiting, Training, Hiring, Talent Management, Talent Acquisition, Personnel Management, Team Building, Applicant Tracking..., Organizational..., Leadership Development, New Hire Orientations, Interviews, Succession Planning
Education
Nova Southeastern University 1988 — 1991
Bachelors of Science, Business Administration
Cardinal Newman 1984 — 1988
Erin Eason's CBIZ Experience August 2013 - Present
Job Consultant, Onsite Clinic Services at CBIZ
Industry Information Technology and Services
Experience
CBIZ August 2013 - Present
Truman Medical Centers October 2011 - July 2013
Truman Medical Center April 2008 - July 2013
Olathe Medical Center August 2005 - April 2008
Cerner Corporation November 2001 - August 2005
Skills
Cerner, CPOE, EMR, EHR, Healthcare Information..., Healthcare Consulting, Process Improvement, Healthcare Management, Project Management, Informatics, Ambulatory, Healthcare
Education
Rockhurst University 1998 — 2000
Master of Occupational Therapy, Biology, General
Rockhurst University 1994 — 1998
BS, Biology
CBIZ August 2013 - Present
Truman Medical Centers October 2011 - July 2013
Truman Medical Center April 2008 - July 2013
Olathe Medical Center August 2005 - April 2008
Cerner Corporation November 2001 - August 2005
Skills
Cerner, CPOE, EMR, EHR, Healthcare Information..., Healthcare Consulting, Process Improvement, Healthcare Management, Project Management, Informatics, Ambulatory, Healthcare
Education
Rockhurst University 1998 — 2000
Master of Occupational Therapy, Biology, General
Rockhurst University 1994 — 1998
BS, Biology
Brenda Hoover, CPA's CBIZ Experience 1993 - 2004
Job President, Hoover & Hibdon, PC
Industry Accounting
Experience
Hoover & Hibdon, PC 2004 - Present
CBIZ 1993 - 2004
Gilmour Group 1989 - 1993
Gilmour Group 1987 - 1989
Gilmour Group 1986 - 1987
Skills
Internal Controls, Budgets, Payroll, Tax, Auditing, Construction Accounting, Managerial Finance, Outsourcing Management, Financial Analysis, GAAP, Bookkeeping, CPA, Tax Preparation, Tax Accounting, Forensic Accounting, Corporate Tax, Income Tax, Partnership Taxation
Education
Rockhurst University 1990 — 1992
Bachelor of Science in Business Administration, Accounting
Truckee Meadows Community College 1987 — 1989
Associate in Applied Science, Accounting
Hoover & Hibdon, PC 2004 - Present
CBIZ 1993 - 2004
Gilmour Group 1989 - 1993
Gilmour Group 1987 - 1989
Gilmour Group 1986 - 1987
Skills
Internal Controls, Budgets, Payroll, Tax, Auditing, Construction Accounting, Managerial Finance, Outsourcing Management, Financial Analysis, GAAP, Bookkeeping, CPA, Tax Preparation, Tax Accounting, Forensic Accounting, Corporate Tax, Income Tax, Partnership Taxation
Education
Rockhurst University 1990 — 1992
Bachelor of Science in Business Administration, Accounting
Truckee Meadows Community College 1987 — 1989
Associate in Applied Science, Accounting
Roy Heath's CBIZ Experience September 2007 - March 2015
Job Senior Web Developer
Industry Information Technology and Services
Experience
CBIZ September 2007 - March 2015
Air System Components March 2004 - September 2007
Nortel 1998 - 2001
brightstar 1997 - 1998
Stream 1996 - 1997
Education
Texas A&M University 1987 — 1989
economics
Tyler Junior College 1986 — 1987
Richland Community College
CBIZ September 2007 - March 2015
Air System Components March 2004 - September 2007
Nortel 1998 - 2001
brightstar 1997 - 1998
Stream 1996 - 1997
Education
Texas A&M University 1987 — 1989
economics
Tyler Junior College 1986 — 1987
Richland Community College
Martin Bel, CFA's CBIZ Experience July 2006 - Present
Job Vice President/ Senior Investment Consultant at CBIZ
Industry Financial Services
Experience
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
Lou Amato's CBIZ Experience July 2009 - Present
Job president, buisness unit at CBIZ
Industry Insurance
Experience
CBIZ July 2009 - Present
CBIZ Insurance Services, Inc. 2009 - Present
egan amato &o'connor March 2004 - July 2009
Cathedral health system June 2003 - October 2005
Solaris Health System December 1987 - June 2003
Skills
Strategic Planning, Healthcare, Employee Benefits, Process Improvement, Healthcare Management, Team Building, Insurance, Budgets, HIPAA, Mergers, Health Insurance, Non-profits, Financial Analysis, Hospitals, Policy, Managed Care, Human Resources, Leadership, Medicare, Management, Healthcare Information..., Healthcare Consulting, Executive Management, Long-term Care, Medicaid, Disability Insurance, Workers Compensation, Small Business, Brokers, Health Savings Accounts, Claim, Life Insurance, Benefits Administration, Physicians, Underwriting, Practice Management, Professional Liability
Education
Pace University - Lubin School of Business 1976 — 1980
mba
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
ba
CBIZ July 2009 - Present
CBIZ Insurance Services, Inc. 2009 - Present
egan amato &o'connor March 2004 - July 2009
Cathedral health system June 2003 - October 2005
Solaris Health System December 1987 - June 2003
Skills
Strategic Planning, Healthcare, Employee Benefits, Process Improvement, Healthcare Management, Team Building, Insurance, Budgets, HIPAA, Mergers, Health Insurance, Non-profits, Financial Analysis, Hospitals, Policy, Managed Care, Human Resources, Leadership, Medicare, Management, Healthcare Information..., Healthcare Consulting, Executive Management, Long-term Care, Medicaid, Disability Insurance, Workers Compensation, Small Business, Brokers, Health Savings Accounts, Claim, Life Insurance, Benefits Administration, Physicians, Underwriting, Practice Management, Professional Liability
Education
Pace University - Lubin School of Business 1976 — 1980
mba
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1974
ba
Jamie Honigman's CBIZ Experience 2003 - 2007
Job President at HR inTune
Industry Human Resources
Experience
HR inTune December 2009 - Present
Aon Consulting - Human Capital Practice March 2007 - December 2010
Aon Consulting November 2006 - December 2009
Aon Consulting October 2006 - December 2009
Aon Consutling Worldwide 2006 - December 2009
CBIZ 2003 - 2007
TMP Worldwide 2000 - 2001
Emax 1998 - 2000
Xerox January 1997 - January 1999
Comcast 1995 - 1997
Skills
Business Process..., Compensation, HR Consulting, HRIS, HR Strategy, Employee Relations, Compliance, Executive Compensation, Employee Benefits, Workforce Planning, Benefits, Talent Management, Organizational..., Leadership Development, Performance Management, Organizational..., Mergers, Executive Pay, Deferred Compensation, Human Resources, Personnel Management, Employment Law, Employer Branding, Employee Engagement, Human Capital, Recruiting, Labor Relations, Mergers & Acquisitions, Executive Search, Onboarding, Business Strategy, Talent Acquisition, Leadership, Training, Executive Coaching, Benefits Administration, Organizational Design, Consulting, Applicant Tracking..., Management, Change Management, Compensation & Benefit, Succession Planning, Strategic Planning, HR Policies, College Recruiting, Executive Management, HR Transformation, Career Development, 360 Feedback
Education
Villanova University 1984 — 1985
M.S., Organizational Science
Saint Joseph's University 1978 — 1982
BS, Sociology
HR inTune December 2009 - Present
Aon Consulting - Human Capital Practice March 2007 - December 2010
Aon Consulting November 2006 - December 2009
Aon Consulting October 2006 - December 2009
Aon Consutling Worldwide 2006 - December 2009
CBIZ 2003 - 2007
TMP Worldwide 2000 - 2001
Emax 1998 - 2000
Xerox January 1997 - January 1999
Comcast 1995 - 1997
Skills
Business Process..., Compensation, HR Consulting, HRIS, HR Strategy, Employee Relations, Compliance, Executive Compensation, Employee Benefits, Workforce Planning, Benefits, Talent Management, Organizational..., Leadership Development, Performance Management, Organizational..., Mergers, Executive Pay, Deferred Compensation, Human Resources, Personnel Management, Employment Law, Employer Branding, Employee Engagement, Human Capital, Recruiting, Labor Relations, Mergers & Acquisitions, Executive Search, Onboarding, Business Strategy, Talent Acquisition, Leadership, Training, Executive Coaching, Benefits Administration, Organizational Design, Consulting, Applicant Tracking..., Management, Change Management, Compensation & Benefit, Succession Planning, Strategic Planning, HR Policies, College Recruiting, Executive Management, HR Transformation, Career Development, 360 Feedback
Education
Villanova University 1984 — 1985
M.S., Organizational Science
Saint Joseph's University 1978 — 1982
BS, Sociology
Beth Scherer, SPHR's CBIZ Experience 2012 - 2014
Job Certified Human Resources Professional
Industry Human Resources
Experience
Halliburton January 2015 - Present
CBIZ 2012 - 2014
CBIZ 2009 - 2012
CH Robinson 2007 - 2008
C.H. Robinson 2006 - 2007
Ryder Integrated Logistics 2004 - 2006
Sara Lee Branded Apparel September 1999 - August 2002
Skills
Employee Relations, HRIS, Employee Benefits, Benefits Administration, Talent Acquisition, Performance Management, Human Resources, Talent Management, Recruiting, Sourcing, Applicant Tracking..., Onboarding, Personnel Management, Workforce Planning, Management, Succession Planning
Education
Walsh College 2005 — 2007
Bachelor of Business Administration, Human Resources
Purdue University
Engineering
Woodstock High
Halliburton January 2015 - Present
CBIZ 2012 - 2014
CBIZ 2009 - 2012
CH Robinson 2007 - 2008
C.H. Robinson 2006 - 2007
Ryder Integrated Logistics 2004 - 2006
Sara Lee Branded Apparel September 1999 - August 2002
Skills
Employee Relations, HRIS, Employee Benefits, Benefits Administration, Talent Acquisition, Performance Management, Human Resources, Talent Management, Recruiting, Sourcing, Applicant Tracking..., Onboarding, Personnel Management, Workforce Planning, Management, Succession Planning
Education
Walsh College 2005 — 2007
Bachelor of Business Administration, Human Resources
Purdue University
Engineering
Woodstock High
John Rajan's CBIZ Experience August 2007 - Present
Job Consultant
Industry Accounting
Experience
CBIZ August 2007 - Present
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., Accounting, Management Consulting, GAAP, Financial Reporting, Financial Analysis, IT Audit, Sarbanes-Oxley, US GAAP, SEC filings, Due Diligence, Account Reconciliation, Accounts Payable, Accounts Receivable, Acquisition Integration, Assurance, Business Process, Business Process..., Business Valuation, COSO, CISA, Cash Flow, CPA, Cash Management, Consolidation, Corporate Finance, Corporate Tax, ERP, Cost Accounting, External Audit, Finance, Financial Accounting, Financial Audits, Financial Services, Financial Modeling, Fixed Assets, Forecasting, Financial Statements, Governance, General Ledger, Forensic Accounting, IFRS, Managerial Finance, Mergers & Acquisitions, Payroll, PeopleSoft
Education
Southern Nazarene University 1995 — 1996
1996, Master of Science
Oklahoma City University 1991 — 1993
Bachelor of Science (BS), Accounting and Finance
Oklahoma Christian University
CBIZ August 2007 - Present
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., Accounting, Management Consulting, GAAP, Financial Reporting, Financial Analysis, IT Audit, Sarbanes-Oxley, US GAAP, SEC filings, Due Diligence, Account Reconciliation, Accounts Payable, Accounts Receivable, Acquisition Integration, Assurance, Business Process, Business Process..., Business Valuation, COSO, CISA, Cash Flow, CPA, Cash Management, Consolidation, Corporate Finance, Corporate Tax, ERP, Cost Accounting, External Audit, Finance, Financial Accounting, Financial Audits, Financial Services, Financial Modeling, Fixed Assets, Forecasting, Financial Statements, Governance, General Ledger, Forensic Accounting, IFRS, Managerial Finance, Mergers & Acquisitions, Payroll, PeopleSoft
Education
Southern Nazarene University 1995 — 1996
1996, Master of Science
Oklahoma City University 1991 — 1993
Bachelor of Science (BS), Accounting and Finance
Oklahoma Christian University
Sanford Hoffman's CBIZ Experience February 2014 - April 2015
Job Commercial Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services April 2015 - Present
CBIZ February 2014 - April 2015
Ames & Gough March 2008 - February 2014
Willis of Maryland Inc June 2006 - March 2008
Victor O. Schinnerer & Co., Inc. January 2004 - June 2006
Victor O. Schinnerer & Co., Inc. January 2001 - January 2004
USAA July 1994 - December 2000
USAA January 1991 - July 1994
Skills
Property & Casualty..., Professional Liability, Underwriting, Commercial Insurance, Insurance Brokerage, Supervisory Experience, Training, Quality Control, Client Relations Skills, Risk Management, General Insurance, Liability, Claim, Insurance, Brokers, Workers Compensation, Management, Casualty, Casualty Insurance
Education
Northern Arizona University, College of Business Administration
Bachelor of Science, Business Adminstration
Highland High School-Albuquerque, NM
Insurance Institute of America
INS, AU, API, and AAI, Insurance
Wells Fargo Insurance Services April 2015 - Present
CBIZ February 2014 - April 2015
Ames & Gough March 2008 - February 2014
Willis of Maryland Inc June 2006 - March 2008
Victor O. Schinnerer & Co., Inc. January 2004 - June 2006
Victor O. Schinnerer & Co., Inc. January 2001 - January 2004
USAA July 1994 - December 2000
USAA January 1991 - July 1994
Skills
Property & Casualty..., Professional Liability, Underwriting, Commercial Insurance, Insurance Brokerage, Supervisory Experience, Training, Quality Control, Client Relations Skills, Risk Management, General Insurance, Liability, Claim, Insurance, Brokers, Workers Compensation, Management, Casualty, Casualty Insurance
Education
Northern Arizona University, College of Business Administration
Bachelor of Science, Business Adminstration
Highland High School-Albuquerque, NM
Insurance Institute of America
INS, AU, API, and AAI, Insurance
Guy J. Nevers's CBIZ Experience September 2006 - September 2007
Job Tax Manager at Clark, Schaefer, Hackett & Co.
Industry Accounting
Experience
Clark, Schaefer, Hackett & Co. July 2013 - Present
NetJets August 2010 - July 2013
Crowe Horwath LLP October 2007 - August 2010
CBIZ September 2006 - September 2007
Schlabig & Associates August 2002 - August 2006
Tucker Kissling 1992 - 1996
Skills
Sales Tax, Tax Research, State Tax, Apportionment, Multi-state tax returns, Consolidated Returns, Tax Preparation, US Tax, FIN 48, Property Tax, Income Tax, Corporate Tax, Tax, Tax Returns, Sales & Use Tax, Tax Law, CPA, International Tax, Tax Accounting, Corporate Tax Planning, Tax Advisory, Use Tax, GAAP
Education
University of Toledo 1996 — 2000
Masters of Science, Taxation
Owens Community College 1990 — 1999
Associates, Accounting
Clark, Schaefer, Hackett & Co. July 2013 - Present
NetJets August 2010 - July 2013
Crowe Horwath LLP October 2007 - August 2010
CBIZ September 2006 - September 2007
Schlabig & Associates August 2002 - August 2006
Tucker Kissling 1992 - 1996
Skills
Sales Tax, Tax Research, State Tax, Apportionment, Multi-state tax returns, Consolidated Returns, Tax Preparation, US Tax, FIN 48, Property Tax, Income Tax, Corporate Tax, Tax, Tax Returns, Sales & Use Tax, Tax Law, CPA, International Tax, Tax Accounting, Corporate Tax Planning, Tax Advisory, Use Tax, GAAP
Education
University of Toledo 1996 — 2000
Masters of Science, Taxation
Owens Community College 1990 — 1999
Associates, Accounting
Buffi Ball's CBIZ Experience September 1999 - July 2003
Job Principal at Pathstone Family Office
Industry Accounting
Experience
Pathstone Family Office February 2013 - Present
Bennett Thrasher January 2008 - May 2011
Gifford Hillegass & Ingwersen, LLC August 2003 - December 2007
CBIZ September 1999 - July 2003
Duggan & Massey P.C. January 1997 - August 1999
Skills
Tax, High Net Worth..., Compliance, Construction, Accounting, Tax Compliance, Income Tax, Real Estate, Mergers, Corporate Tax, Tax Preparation, Strategic Planning, Partnership Taxation, International Tax, Mergers & Acquisitions, Financial Reporting, Tax Research, CPA, Revenue Recognition, Tax Accounting, Payroll, Tax Returns, SEC filings, GAAP
Education
Oglethorpe University 1993 — 1997
BBA, Accounting
H.V. Jenkins High School
Pathstone Family Office February 2013 - Present
Bennett Thrasher January 2008 - May 2011
Gifford Hillegass & Ingwersen, LLC August 2003 - December 2007
CBIZ September 1999 - July 2003
Duggan & Massey P.C. January 1997 - August 1999
Skills
Tax, High Net Worth..., Compliance, Construction, Accounting, Tax Compliance, Income Tax, Real Estate, Mergers, Corporate Tax, Tax Preparation, Strategic Planning, Partnership Taxation, International Tax, Mergers & Acquisitions, Financial Reporting, Tax Research, CPA, Revenue Recognition, Tax Accounting, Payroll, Tax Returns, SEC filings, GAAP
Education
Oglethorpe University 1993 — 1997
BBA, Accounting
H.V. Jenkins High School
Darren Pettyjohn's CBIZ Experience April 2013 - December 2014
Job Principal | National Sales Manager at Proper Insurance Services Inc
Industry Insurance
Experience
Proper Insurance Services Inc December 2014 - Present
Petty Sales April 2012 - Present
CBIZ April 2013 - December 2014
Trade Risk Guaranty (TRG) July 2008 - April 2012
Skills
Sales, Sales Process, Direct Sales, Sales Management, Sales Presentations, Sales Operations, Social Media Marketing, Selling, International Trade, Insurance, New Business Development, Capital Budgeting, Account Management, Customer Service, Arbitration, Management, Thrive in A Fast-paced..., Small Business, Human Resource..., Morale, Client Rapport, Mediation, Property & Casualty..., Marketing Strategy, Marketing, Strategic Planning, Social Media
Education
Montana State University-Bozeman 1998 — 2005
Bachelor of Science, Marketing
Sierra Nevada College 1997 — 1998
Proper Insurance Services Inc December 2014 - Present
Petty Sales April 2012 - Present
CBIZ April 2013 - December 2014
Trade Risk Guaranty (TRG) July 2008 - April 2012
Skills
Sales, Sales Process, Direct Sales, Sales Management, Sales Presentations, Sales Operations, Social Media Marketing, Selling, International Trade, Insurance, New Business Development, Capital Budgeting, Account Management, Customer Service, Arbitration, Management, Thrive in A Fast-paced..., Small Business, Human Resource..., Morale, Client Rapport, Mediation, Property & Casualty..., Marketing Strategy, Marketing, Strategic Planning, Social Media
Education
Montana State University-Bozeman 1998 — 2005
Bachelor of Science, Marketing
Sierra Nevada College 1997 — 1998
Zak Higson's CBIZ Experience September 2001 - March 2007
Job Brothers. TBR. Urge.
Industry Food & Beverages
Experience
Brothers' Provisions November 2012 - Present
URGE American Gastropub 2010 - Present
The Barrel Room 2007 - Present
Clark Security Products September 2007 - May 2012
Prudential California Realty 2007 - 2009
Websense 2008 - 2008
Leap Wireless 2007 - 2008
CBIZ September 2001 - March 2007
Mayer Hoffman Mc Cann P.C 2001 - 2007
Education
San Diego State University-California State University 1996 — 2001
Palomar College 1996 — 1999
Accounting
Brothers' Provisions November 2012 - Present
URGE American Gastropub 2010 - Present
The Barrel Room 2007 - Present
Clark Security Products September 2007 - May 2012
Prudential California Realty 2007 - 2009
Websense 2008 - 2008
Leap Wireless 2007 - 2008
CBIZ September 2001 - March 2007
Mayer Hoffman Mc Cann P.C 2001 - 2007
Education
San Diego State University-California State University 1996 — 2001
Palomar College 1996 — 1999
Accounting
Matthew Skinner's CBIZ Experience May 2007 - November 2008
Job Vice President of Sales & Business Development at AOS Digital
Industry Computer Software
Experience
AOS Digital November 2014 - Present
MTS Software Solutions April 2012 - November 2014
Hub International May 2011 - April 2012
Model Consulting, Inc. December 2008 - September 2009
CBIZ May 2007 - November 2008
Palmer & Cay May 2006 - April 2007
Federated Insurance October 2003 - May 2006
Skills
Healthcare, Networking, Business Process..., Risk Mitigation, Continuous Improvement, Enterprise Content..., Consultative Approach, Supply Chain..., Human Resources..., Change Management, Risk Management, Human Resources, New Business Development, Employee Benefits, Business Development, Strategic Planning, Marketing, Insurance, Account Management, Customer Service, Leadership, Strategy, Process Improvement, Team Building, Contract Negotiation, Selling, Sales Process, Solution Selling, Salesforce.com, SaaS, Direct Sales, Management, Sales
Education
Sacred Heart University 1999 — 2003
BS, Finance
Council Rock High School 1995 — 1997
AOS Digital November 2014 - Present
MTS Software Solutions April 2012 - November 2014
Hub International May 2011 - April 2012
Model Consulting, Inc. December 2008 - September 2009
CBIZ May 2007 - November 2008
Palmer & Cay May 2006 - April 2007
Federated Insurance October 2003 - May 2006
Skills
Healthcare, Networking, Business Process..., Risk Mitigation, Continuous Improvement, Enterprise Content..., Consultative Approach, Supply Chain..., Human Resources..., Change Management, Risk Management, Human Resources, New Business Development, Employee Benefits, Business Development, Strategic Planning, Marketing, Insurance, Account Management, Customer Service, Leadership, Strategy, Process Improvement, Team Building, Contract Negotiation, Selling, Sales Process, Solution Selling, Salesforce.com, SaaS, Direct Sales, Management, Sales
Education
Sacred Heart University 1999 — 2003
BS, Finance
Council Rock High School 1995 — 1997
Tara Becker's CBIZ Experience October 2014 - Present
Job Area Manager at CBIZ Payroll and Employee Services
Industry Human Resources
Experience
CBIZ October 2014 - Present
South Jersey Restaurant & Hospitality Group November 2012 - Present
BNI Cape May 1 October 2013 - October 2014
Benefitmall (formerly Compupay) June 2011 - September 2014
Paychex December 2007 - June 2011
Tiffany & Co August 2005 - December 2007
Professional Sports Publications August 2000 - January 2005
Skills
Cold Calling, Consultative Selling, Sales Management, Employee Benefits, Account Management, Effective Communicative..., Selling, Extreme Customer Service, Follow Up, Networking, Sales, Recruiting, Manage Client..., B2B, Customer Satisfaction, Salesforce.com, Sales Process, Payroll, New Business Development, Customer Service, Relationship Marketing, Organizational..., Customer Retention, Sales Presentations, Direct Sales, CRM
Education
Rutgers University-New Brunswick 1996 — 2000
B.A.Political Science & B.A Communications, Politcal Science / Communications
Ocean City High School 1992 — 1996
CBIZ October 2014 - Present
South Jersey Restaurant & Hospitality Group November 2012 - Present
BNI Cape May 1 October 2013 - October 2014
Benefitmall (formerly Compupay) June 2011 - September 2014
Paychex December 2007 - June 2011
Tiffany & Co August 2005 - December 2007
Professional Sports Publications August 2000 - January 2005
Skills
Cold Calling, Consultative Selling, Sales Management, Employee Benefits, Account Management, Effective Communicative..., Selling, Extreme Customer Service, Follow Up, Networking, Sales, Recruiting, Manage Client..., B2B, Customer Satisfaction, Salesforce.com, Sales Process, Payroll, New Business Development, Customer Service, Relationship Marketing, Organizational..., Customer Retention, Sales Presentations, Direct Sales, CRM
Education
Rutgers University-New Brunswick 1996 — 2000
B.A.Political Science & B.A Communications, Politcal Science / Communications
Ocean City High School 1992 — 1996
Harmonie Yates's CBIZ Experience 2006 - 2008
Job Account Executive
Industry Consumer Services
Experience
Slight Indulgence 2012 - Present
CBIZ 2006 - 2008
Education
Pikes Peak Community College
Bachelor of Business Administration (BBA)
Slight Indulgence 2012 - Present
CBIZ 2006 - 2008
Education
Pikes Peak Community College
Bachelor of Business Administration (BBA)
Brian Glick's CBIZ Experience February 2003 - January 2006
Job Development Manager at Colonial Life
Industry Insurance
Experience
Colonial Life October 2014 - Present
Twelve 3 Marketing March 2013 - Present
Fire Engine Design Studio March 2014 - September 2014
HighPointe Financial Group, LLC January 2012 - February 2013
Frontier Wealth Management December 2010 - January 2012
Northwestern Mutual March 2007 - December 2010
Trammell Crow Company January 2006 - March 2007
CBIZ February 2003 - January 2006
Dallas Mavericks 2001 - 2003
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Account Management, Sales, Public Relations, Marketing Strategy, Strategic Planning, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Insurance, Market Research, Social Networking, Facebook, Direct Marketing, Digital Marketing, Management, Business Development, CRM, Entrepreneurship, Cold Calling, Leadership, Training, Customer Service, Sales Management, Team Building, New Business Development, Relationship Building
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Journalism, Advertising
Monash University 2000 — 2000
Jesuit 1993 — 1997
St. Marks 1991 — 1993
Greenhill 1982 — 1991
Colonial Life October 2014 - Present
Twelve 3 Marketing March 2013 - Present
Fire Engine Design Studio March 2014 - September 2014
HighPointe Financial Group, LLC January 2012 - February 2013
Frontier Wealth Management December 2010 - January 2012
Northwestern Mutual March 2007 - December 2010
Trammell Crow Company January 2006 - March 2007
CBIZ February 2003 - January 2006
Dallas Mavericks 2001 - 2003
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Account Management, Sales, Public Relations, Marketing Strategy, Strategic Planning, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Insurance, Market Research, Social Networking, Facebook, Direct Marketing, Digital Marketing, Management, Business Development, CRM, Entrepreneurship, Cold Calling, Leadership, Training, Customer Service, Sales Management, Team Building, New Business Development, Relationship Building
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Journalism, Advertising
Monash University 2000 — 2000
Jesuit 1993 — 1997
St. Marks 1991 — 1993
Greenhill 1982 — 1991
Cyndy Kehr's CBIZ Experience Stay at home GrandmomRetired !July 2013 - Present
Job at
Industry Insurance
Experience
CBIZ Stay at home GrandmomRetired !July 2013 - Present
Education
Montgomery County Community College 1969 — 1973
CBIZ Stay at home GrandmomRetired !July 2013 - Present
Education
Montgomery County Community College 1969 — 1973
Anna Nalls's CBIZ Experience 2001 - 2004
Job Owner, Anna Nalls CPA PC
Industry Accounting
Experience
Anna Nalls CPA PC 2004 - Present
CBIZ 2001 - 2004
FGMK 1997 - 2000
Skills
Tax Returns, Financial Reporting, Tax Preparation, Income Tax, Tax, Real Estate, Accounting, Small Business, Customer Service
Education
Northeastern Illinois University
Anna Nalls CPA PC 2004 - Present
CBIZ 2001 - 2004
FGMK 1997 - 2000
Skills
Tax Returns, Financial Reporting, Tax Preparation, Income Tax, Tax, Real Estate, Accounting, Small Business, Customer Service
Education
Northeastern Illinois University
Scott M Carver, CPA, CFE's CBIZ Experience May 2003 - June 2004
Job Manager of Financial Planning & Analysis at Ascena Retail Group, Inc
Industry Retail
Experience
Ascena Retail Group, Inc. January 2012 - Present
Ascena Retail Group, Inc. July 2009 - January 2012
McGladrey & Pullen December 2008 - July 2009
Tait, Weller & Baker June 2004 - December 2008
CBIZ May 2003 - June 2004
Skills
CPA, Certified Fraud Examiner, Certified Information..., Certified in Financial..., Auditing, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Analysis, Financial Reporting, General Ledger, SEC filings, Accounting, Process Improvement, SAP BPC, Oracle Financial, Lawson General Ledger, Microstrategy, Excel, Retail, Microsoft Office, SOX, Hyperion Planning, Hyperion HFM, Financial Planning
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Ascena Retail Group, Inc. January 2012 - Present
Ascena Retail Group, Inc. July 2009 - January 2012
McGladrey & Pullen December 2008 - July 2009
Tait, Weller & Baker June 2004 - December 2008
CBIZ May 2003 - June 2004
Skills
CPA, Certified Fraud Examiner, Certified Information..., Certified in Financial..., Auditing, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Analysis, Financial Reporting, General Ledger, SEC filings, Accounting, Process Improvement, SAP BPC, Oracle Financial, Lawson General Ledger, Microstrategy, Excel, Retail, Microsoft Office, SOX, Hyperion Planning, Hyperion HFM, Financial Planning
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Veronica Hardy's CBIZ Experience 2001 - 2007
Job Proposal Manager
Industry Information Technology and Services
Experience
Hewlett-Packard February 2007 - Present
CBIZ 2001 - 2007
Skills
Cross-functional Team..., Financial Analysis, Data Center, Contract Negotiation, IT Strategy, ITIL, Integration, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Military, New Business Development, PMP, PowerPoint, Process Improvement, Program Management, Project Management, Project Planning, Security, Security Clearance, Strategic Planning, Team Building, Team Leadership, Budgets, Change Management, Contract Management, IT Service Management, MS Project, Software Documentation, Vendor Management, Six Sigma
Education
National University 2007 — 2008
MBA, Financial Management
Hewlett-Packard February 2007 - Present
CBIZ 2001 - 2007
Skills
Cross-functional Team..., Financial Analysis, Data Center, Contract Negotiation, IT Strategy, ITIL, Integration, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Military, New Business Development, PMP, PowerPoint, Process Improvement, Program Management, Project Management, Project Planning, Security, Security Clearance, Strategic Planning, Team Building, Team Leadership, Budgets, Change Management, Contract Management, IT Service Management, MS Project, Software Documentation, Vendor Management, Six Sigma
Education
National University 2007 — 2008
MBA, Financial Management
Remonde Brangman CPA, CRMA's CBIZ Experience January 2009 - Present
Job Risk Advisory Services Practice Leader at CBIZ
Industry Financial Services
Experience
CBIZ January 2009 - Present
A&R Associates VA LLC October 2008 - December 2008
Ernst & Young October 1999 - September 2008
Butterfield Bank October 1982 - September 1999
Bermuda Commercial Bank October 1988 - September 1992
Skills
Enterprise Risk..., Forensic Accounting, Internal Controls, Internal Audit, Compliance, Procurement, Vendor Risk Management, Corporate Governance, Risk Management, Financial Risk, Risk Assessment, Sarbanes-Oxley Act, Auditing, Finance, Accounting, Fraud, Change Management, Sarbanes-Oxley, Strategy, Leadership, Management Consulting
Education
New York Institute of Technology-Old Westbury 1978 — 1982
Bachelor of Science, Accounting
CBIZ January 2009 - Present
A&R Associates VA LLC October 2008 - December 2008
Ernst & Young October 1999 - September 2008
Butterfield Bank October 1982 - September 1999
Bermuda Commercial Bank October 1988 - September 1992
Skills
Enterprise Risk..., Forensic Accounting, Internal Controls, Internal Audit, Compliance, Procurement, Vendor Risk Management, Corporate Governance, Risk Management, Financial Risk, Risk Assessment, Sarbanes-Oxley Act, Auditing, Finance, Accounting, Fraud, Change Management, Sarbanes-Oxley, Strategy, Leadership, Management Consulting
Education
New York Institute of Technology-Old Westbury 1978 — 1982
Bachelor of Science, Accounting
Tony Madden's CBIZ Experience August 2003 - September 2005
Job Controller at Heartland Sheets, LLC
Industry Hospitality
Experience
Heartland Sheets, LLC May 2013 - Present
Sunway Hotel Group September 2005 - May 2013
CBIZ August 2003 - September 2005
BKD CPAs & Advisors February 2000 - August 2003
Skills
Accounting, Auditing, Payroll, Financial Reporting, Financial Statements, GAAP, Cash Flow, Great Plains Software, Human Resources, Account Reconciliation, Financial Analysis, Tax, General Ledger, QuickBooks, Tax Preparation, Income Tax, Tax Returns, Internal Controls, Finance, Variance Analysis, Strategic Financial..., Accruals, Journal Entries, Financial Accounting, Inventory Management, Manufacturing
Education
Park University 2000 — 2002
BS, Accounting
Heartland Sheets, LLC May 2013 - Present
Sunway Hotel Group September 2005 - May 2013
CBIZ August 2003 - September 2005
BKD CPAs & Advisors February 2000 - August 2003
Skills
Accounting, Auditing, Payroll, Financial Reporting, Financial Statements, GAAP, Cash Flow, Great Plains Software, Human Resources, Account Reconciliation, Financial Analysis, Tax, General Ledger, QuickBooks, Tax Preparation, Income Tax, Tax Returns, Internal Controls, Finance, Variance Analysis, Strategic Financial..., Accruals, Journal Entries, Financial Accounting, Inventory Management, Manufacturing
Education
Park University 2000 — 2002
BS, Accounting
Melissa Meadwell's CBIZ Experience November 2010 - Present
Job Personal Lines Account Manager at CBIZ
Industry Insurance
Experience
CBIZ November 2010 - Present
Amtrust North America January 2008 - May 2010
Staffing Solutions Enterprises November 2007 - January 2008
Progressive Insurance August 2001 - November 2007
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Claim, General Insurance, Liability
Education
Mount Vernon Nazarene University 1995 — 1996
Wheeling Park High School 1991 — 1995
Diploma
CBIZ November 2010 - Present
Amtrust North America January 2008 - May 2010
Staffing Solutions Enterprises November 2007 - January 2008
Progressive Insurance August 2001 - November 2007
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Claim, General Insurance, Liability
Education
Mount Vernon Nazarene University 1995 — 1996
Wheeling Park High School 1991 — 1995
Diploma
Jennifer Capser, CPA's CBIZ Experience July 2003 - August 2004
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates November 2014 - Present
EKS&H September 2013 - November 2014
Borchardt Senger & Associates, LLC November 2012 - September 2013
Hein & Associates, LLP August 2004 - October 2012
CBIZ July 2003 - August 2004
A&E Architects, P.C. 1998 - 2002
Skills
CPA, Partnership Taxation, Accounting, Tax Preparation, Tax Returns, Income Tax, S Corporations, Tax Research, Tax, Tax Accounting, Tax Advisory, State Tax, Accounts Receivable, QuickBooks, Corporate Tax
Education
University of Denver 2002 — 2003
Masters of Tax
BDF
BDF
Montana State University-Billings
Bachelor of Science in Business Administration, Accounting
Hein & Associates November 2014 - Present
EKS&H September 2013 - November 2014
Borchardt Senger & Associates, LLC November 2012 - September 2013
Hein & Associates, LLP August 2004 - October 2012
CBIZ July 2003 - August 2004
A&E Architects, P.C. 1998 - 2002
Skills
CPA, Partnership Taxation, Accounting, Tax Preparation, Tax Returns, Income Tax, S Corporations, Tax Research, Tax, Tax Accounting, Tax Advisory, State Tax, Accounts Receivable, QuickBooks, Corporate Tax
Education
University of Denver 2002 — 2003
Masters of Tax
BDF
BDF
Montana State University-Billings
Bachelor of Science in Business Administration, Accounting
Mike Flynn, GBA's CBIZ Experience 2001 - 2003
Job Strategic Account Executive at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare December 2014 - Present
Willis April 2013 - December 2014
Willis January 2010 - November 2014
Moody Insurance Agency February 2006 - January 2010
LR Webber 2003 - 2005
CBIZ 2001 - 2003
Zenith Administrators 2000 - 2001
Highmark BC/BS 1999 - 2000
Skills
Insurance, Benefits Administration, New Business Development, Brokers, Strategic Planning, Claim, Sales, General Insurance, Leadership, Reinsurance, Captives, Employment Practices..., Life Insurance, Umbrella Insurance, Liability, Analysis, Program Management, Customer Service, Commercial Lines, Healthcare, Medicare, D&O, Health Savings Accounts, Risk Management, Account Management, Health Care Reform, Term Life Insurance, Long-term Care, COBRA, Accident, Self-funded, Critical Illness, ERISA, Group Medical, Health Policy, Open Enrollment, Group Insurance, Employee Wellness, Flexible Spending..., Voluntary Employee..., Insurance Brokerage, Sales Presentations, HIPAA, Health Insurance, Employee Benefits, Disability Insurance, Marketing, Team Building, Consulting, Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
GBA, Employee Benefits
Penn State University 1994 — 1998
BA, English, Anthroplogy
Westmont Hilltop 1990 — 1994
Diploma
UnitedHealthcare December 2014 - Present
Willis April 2013 - December 2014
Willis January 2010 - November 2014
Moody Insurance Agency February 2006 - January 2010
LR Webber 2003 - 2005
CBIZ 2001 - 2003
Zenith Administrators 2000 - 2001
Highmark BC/BS 1999 - 2000
Skills
Insurance, Benefits Administration, New Business Development, Brokers, Strategic Planning, Claim, Sales, General Insurance, Leadership, Reinsurance, Captives, Employment Practices..., Life Insurance, Umbrella Insurance, Liability, Analysis, Program Management, Customer Service, Commercial Lines, Healthcare, Medicare, D&O, Health Savings Accounts, Risk Management, Account Management, Health Care Reform, Term Life Insurance, Long-term Care, COBRA, Accident, Self-funded, Critical Illness, ERISA, Group Medical, Health Policy, Open Enrollment, Group Insurance, Employee Wellness, Flexible Spending..., Voluntary Employee..., Insurance Brokerage, Sales Presentations, HIPAA, Health Insurance, Employee Benefits, Disability Insurance, Marketing, Team Building, Consulting, Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
GBA, Employee Benefits
Penn State University 1994 — 1998
BA, English, Anthroplogy
Westmont Hilltop 1990 — 1994
Diploma
Robyn Myers's CBIZ Experience August 2009 - August 2010
Job Human Resoures Director Grey Eagle Distributors
Industry Human Resources
Experience
Grey Eagle Distributors August 2010 - Present
CBIZ August 2009 - August 2010
BIS Frucon Engineering Inc. 2006 - 2009
BJC Healthcare 2000 - 2005
Skills
Performance Management, Onboarding, Human Resources, HRIS, Employee Engagement, Microsoft Excel, Talent Acquisition, Organizational..., Deferred Compensation, Workforce Planning, New Hire Orientations, FMLA
Education
Saint Louis University
Grey Eagle Distributors August 2010 - Present
CBIZ August 2009 - August 2010
BIS Frucon Engineering Inc. 2006 - 2009
BJC Healthcare 2000 - 2005
Skills
Performance Management, Onboarding, Human Resources, HRIS, Employee Engagement, Microsoft Excel, Talent Acquisition, Organizational..., Deferred Compensation, Workforce Planning, New Hire Orientations, FMLA
Education
Saint Louis University
Debbie Blecha's CBIZ Experience August 1993 - Present
Job Corporate Counsel at CBIZ
Industry Law Practice
Experience
CBIZ August 1993 - Present
Mid America Dairymen 1986 - 1992
Mid-America Dairymen May 1982 - August 1986
Skills
Legal Contract Review, Contract Management, Employee Benefits, Health Care Reform, Executive Pay, ERISA, Mergers & Acquisitions
Education
University of Missouri-Kansas City School of Law 1992 — 1995
JD
Missouri State University 1981 — 1985
BS, Accounting
Lamar High School 1977 — 1981
CBIZ August 1993 - Present
Mid America Dairymen 1986 - 1992
Mid-America Dairymen May 1982 - August 1986
Skills
Legal Contract Review, Contract Management, Employee Benefits, Health Care Reform, Executive Pay, ERISA, Mergers & Acquisitions
Education
University of Missouri-Kansas City School of Law 1992 — 1995
JD
Missouri State University 1981 — 1985
BS, Accounting
Lamar High School 1977 — 1981
Erin Stika's CBIZ Experience June 2002 - Present
Job Business Unit Controller at CBIZ
Industry Accounting
Experience
CBIZ June 2002 - Present
CBIZ January 2000 - June 2002
CBIZ 1997 - 2002
CBIZ January 1998 - December 1999
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, General Ledger, Auditing, Financial Modeling, Internal Audit, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Accruals, Financial Statements, Tax Returns, Business Process..., Forecasting, Consolidation, Corporate Tax, Journal Entries, Outlook, US GAAP, Strategic Financial..., Risk Management, CPA, Tax, Revenue Recognition, Managerial Finance, Insurance, Cash Management, Financial Accounting, Cash Flow, Microsoft Excel, SEC filings, Variance Analysis, Microsoft Word, Tax Preparation, Sarbanes-Oxley, Income Tax, External Audit, Financial Audits, Finance, Tax Accounting, Fixed Assets, Process Improvement, Cost Accounting
Education
Saint Louis University 1993 — 1997
Bachelor, Accounting
CBIZ June 2002 - Present
CBIZ January 2000 - June 2002
CBIZ 1997 - 2002
CBIZ January 1998 - December 1999
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, General Ledger, Auditing, Financial Modeling, Internal Audit, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Accruals, Financial Statements, Tax Returns, Business Process..., Forecasting, Consolidation, Corporate Tax, Journal Entries, Outlook, US GAAP, Strategic Financial..., Risk Management, CPA, Tax, Revenue Recognition, Managerial Finance, Insurance, Cash Management, Financial Accounting, Cash Flow, Microsoft Excel, SEC filings, Variance Analysis, Microsoft Word, Tax Preparation, Sarbanes-Oxley, Income Tax, External Audit, Financial Audits, Finance, Tax Accounting, Fixed Assets, Process Improvement, Cost Accounting
Education
Saint Louis University 1993 — 1997
Bachelor, Accounting
Tosha Kiker's CBIZ Experience 1995 - Present
Job Director of Human Resources Payroll Division at CBIZ
Industry Human Resources
Experience
CBIZ 1995 - Present
Skills
Leadership, Employee Relations, Onboarding, Human Resources, Talent Acquisition, Employee Benefits, FMLA, Performance Management, COBRA, HRIS, Deferred Compensation, HR Policies, Employee Engagement, Payroll, Management, Benefits Administration, Succession Planning, Recruiting, College Recruiting, Organizational..., Strategic Planning, Workforce Planning, Talent Management, Personnel Management, Applicant Tracking..., New Hire Orientations, Training, Leadership Development
Education
Roanoke College 1992 — 1995
BBA, Business Administration
CBIZ 1995 - Present
Skills
Leadership, Employee Relations, Onboarding, Human Resources, Talent Acquisition, Employee Benefits, FMLA, Performance Management, COBRA, HRIS, Deferred Compensation, HR Policies, Employee Engagement, Payroll, Management, Benefits Administration, Succession Planning, Recruiting, College Recruiting, Organizational..., Strategic Planning, Workforce Planning, Talent Management, Personnel Management, Applicant Tracking..., New Hire Orientations, Training, Leadership Development
Education
Roanoke College 1992 — 1995
BBA, Business Administration
Eric Dorsett's CBIZ Experience August 2007 - June 2009
Job Contact Representative at Internal Revenue Service
Industry Construction
Experience
Internal Revenue Service November 2011 - Present
Internal Revenue Service January 2010 - November 2011
CBIZ August 2007 - June 2009
CBIZ MHM, LLC 2007 - 2009
Grant Thornton August 2004 - July 2007
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, US GAAP, Tax, SEC filings, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, GAAP
Education
Park University 2001 — 2004
BA, Accounting
Internal Revenue Service November 2011 - Present
Internal Revenue Service January 2010 - November 2011
CBIZ August 2007 - June 2009
CBIZ MHM, LLC 2007 - 2009
Grant Thornton August 2004 - July 2007
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, US GAAP, Tax, SEC filings, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, GAAP
Education
Park University 2001 — 2004
BA, Accounting
Christine Poplau's CBIZ Experience 1999 - 2002
Job Controller at MC Flooring, Inc
Industry Retail
Experience
MC Flooring, Inc. October 2002 - Present
CBIZ 1999 - 2002
Black & Veatch 1997 - 1999
Coopers & Lybrand 1996 - 1997
AMC Theatres 1995 - 1996
BKD, LLP January 1990 - December 1994
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Tax, Income Tax, Due Diligence, Tax Returns, Auditing, GAAP, Internal Audit, General Ledger, CPA
Education
Rockhurst University 1985 — 1989
BSBA, Accounting
MC Flooring, Inc. October 2002 - Present
CBIZ 1999 - 2002
Black & Veatch 1997 - 1999
Coopers & Lybrand 1996 - 1997
AMC Theatres 1995 - 1996
BKD, LLP January 1990 - December 1994
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Tax, Income Tax, Due Diligence, Tax Returns, Auditing, GAAP, Internal Audit, General Ledger, CPA
Education
Rockhurst University 1985 — 1989
BSBA, Accounting
David R. Meisenhelder, CPA's CBIZ Experience November 2011 - Present
Job Tax Manager at CBIZ
Industry Accounting
Experience
CBIZ November 2011 - Present
OnPoint Publications, LLC July 2005 - Present
The Goldenberg Group November 2007 - November 2011
CBIZ MHM, LLC June 1996 - November 2007
Skills
Tax, Tax Preparation, Management Consulting, Real Estate, Management, Financial Planners, Tax Research, Corporate Tax, Financial Reporting, CPA, Accounting, GAAP, Partnership Taxation, Tax Accounting, Income Tax, QuickBooks, Financial Analysis, Construction, Microsoft Excel, Financial Modeling, Budgets, Forensic Accounting
Education
Villanova University 2011 — 2016
M.S., Taxation
Penn State University 1971 — 1975
B.S. in Bus. Admin, Finance
CBIZ November 2011 - Present
OnPoint Publications, LLC July 2005 - Present
The Goldenberg Group November 2007 - November 2011
CBIZ MHM, LLC June 1996 - November 2007
Skills
Tax, Tax Preparation, Management Consulting, Real Estate, Management, Financial Planners, Tax Research, Corporate Tax, Financial Reporting, CPA, Accounting, GAAP, Partnership Taxation, Tax Accounting, Income Tax, QuickBooks, Financial Analysis, Construction, Microsoft Excel, Financial Modeling, Budgets, Forensic Accounting
Education
Villanova University 2011 — 2016
M.S., Taxation
Penn State University 1971 — 1975
B.S. in Bus. Admin, Finance
Jennifer Beaupre Nichols's CBIZ Experience September 2006 - August 2010
Job Senior Tax Accountant at Smith & Wesson
Industry Accounting
Experience
Smith & Wesson June 2013 - Present
Bruker Corporation August 2010 - June 2013
CBIZ September 2006 - August 2010
Tofias PC September 2006 - December 2008
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, SEC filings, US GAAP, Tax Preparation
Education
Northeastern University 2005 — 2006
MSA/MBA, Accounting
University of Massachusetts, Amherst 2000 — 2004
B.A., Economics
Smith & Wesson June 2013 - Present
Bruker Corporation August 2010 - June 2013
CBIZ September 2006 - August 2010
Tofias PC September 2006 - December 2008
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, SEC filings, US GAAP, Tax Preparation
Education
Northeastern University 2005 — 2006
MSA/MBA, Accounting
University of Massachusetts, Amherst 2000 — 2004
B.A., Economics
Jason VanBuskirk's CBIZ Experience AuditorCBIZ MHM, LLC2006 - Present
Job Auditor at CBIZ
Industry Accounting
Experience
CBIZ AuditorCBIZ MHM, LLC2006 - Present
Education
Philadelphia University 2006 — 2007
MBA
Penn State University 2002 — 2006
BS, Accounting
CBIZ AuditorCBIZ MHM, LLC2006 - Present
Education
Philadelphia University 2006 — 2007
MBA
Penn State University 2002 — 2006
BS, Accounting
Scott Creed, CPA's CBIZ Experience August 2005 - Present
Job Manager at CBIZ
Industry Accounting
Experience
CBIZ August 2005 - Present
CBIZ MHM, LLC August 2008 - August 2012
CBIZ 2005 - 2008
Skills
Auditing, GAAP
Education
Northern Illinois University 2004 — 2005
Masters, Accountancy
Northern Illinois University 2000 — 2004
B.A., Science
CBIZ August 2005 - Present
CBIZ MHM, LLC August 2008 - August 2012
CBIZ 2005 - 2008
Skills
Auditing, GAAP
Education
Northern Illinois University 2004 — 2005
Masters, Accountancy
Northern Illinois University 2000 — 2004
B.A., Science
James Carpenter CIMA, ChFC's CBIZ Experience 1995 - 1999
Job Sales Director South Atlantic at Schroders
Industry Financial Services
Experience
Schroders Investment Management May 2012 - Present
Goldman Sachs Asset Management 2010 - December 2011
Evergreen Investments/ Wells Fargo Funds 2007 - 2010
Legg Mason 2004 - 2007
ING Investment Management 2001 - 2004
Dreyfus 1999 - 2001
CBIZ 1995 - 1999
Transamerica Life Insurance Company 1989 - 1993
Skills
Series 7, Series 63, 65, Variable Products, Managed Accounts, Managing Accounts, Estate Planning, Private Equity, Wealth, IRAs, Financial Planners, Risk Management, Portfolio Management, High Net Worth..., Equities, Life Insurance, Asset, Finance, Emerging Markets
Education
Reed College
BA, Social Science
The American College
ChFC
Wharton Business School
CIMA
Schroders Investment Management May 2012 - Present
Goldman Sachs Asset Management 2010 - December 2011
Evergreen Investments/ Wells Fargo Funds 2007 - 2010
Legg Mason 2004 - 2007
ING Investment Management 2001 - 2004
Dreyfus 1999 - 2001
CBIZ 1995 - 1999
Transamerica Life Insurance Company 1989 - 1993
Skills
Series 7, Series 63, 65, Variable Products, Managed Accounts, Managing Accounts, Estate Planning, Private Equity, Wealth, IRAs, Financial Planners, Risk Management, Portfolio Management, High Net Worth..., Equities, Life Insurance, Asset, Finance, Emerging Markets
Education
Reed College
BA, Social Science
The American College
ChFC
Wharton Business School
CIMA
Diane Leibson's CBIZ Experience November 2007 - Present
Job National Coordinator
Industry Accounting
Experience
CBIZ November 2007 - Present
Skills
Financial Reporting, Accounting
Education
Rockhurst University
Accounting
CBIZ November 2007 - Present
Skills
Financial Reporting, Accounting
Education
Rockhurst University
Accounting
David Volpe, CPA's CBIZ Experience September 2005 - April 2009
Job CPA, Senior Staff Accountant at UniTek Global Services
Industry Accounting
Experience
UniTek Global Services February 2014 - Present
UniTek Global Services June 2011 - January 2014
American Foodservice October 2009 - May 2011
CBIZ September 2005 - April 2009
Skills
Microsoft Excel, Financial Reporting, Accounting, Auditing, Financial Statements
Education
Penn State University 2001 — 2005
BS, Accounting
Devon
UniTek Global Services February 2014 - Present
UniTek Global Services June 2011 - January 2014
American Foodservice October 2009 - May 2011
CBIZ September 2005 - April 2009
Skills
Microsoft Excel, Financial Reporting, Accounting, Auditing, Financial Statements
Education
Penn State University 2001 — 2005
BS, Accounting
Devon
Aaron Hylton's CBIZ Experience January 2007 - April 2009
Job Director of Sales & Implementation at Payday Payroll Services
Industry Human Resources
Experience
Payday Payroll Services May 2015 - Present
MPAY Inc April 2014 - February 2015
MPAY Inc April 2012 - March 2014
MPAY Inc May 2009 - March 2012
CBIZ January 2007 - April 2009
CBIZ January 2002 - December 2006
Skills
Payroll, SaaS, Project Management, Salesforce.com, Product Development, HRIS, Strategy, Solution Selling, Account Management, Sales Process, Sales Operations, Employee Benefits, Competitive Analysis, Process Improvement, Leadership, Customer Service, Training, Strategic Partnerships, Team Building, Sales, Human Resources, Lead Generation, Strategic Planning, Benefits Administration, Cloud Computing, Access, Recruiting, Customer Retention, Email Marketing, Vendor Management, Marketing Strategy, Performance Management, Management, Contract Negotiation, Sales Management, Outlook, Integration, Business Process..., Business Development, Executive Management, Enterprise Software, SharePoint, Professional Services, Consulting, Outsourcing, 401k, Time Management, Payroll Taxes, Business Planning, Mergers
Education
Roanoke College 1991 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Payday Payroll Services May 2015 - Present
MPAY Inc April 2014 - February 2015
MPAY Inc April 2012 - March 2014
MPAY Inc May 2009 - March 2012
CBIZ January 2007 - April 2009
CBIZ January 2002 - December 2006
Skills
Payroll, SaaS, Project Management, Salesforce.com, Product Development, HRIS, Strategy, Solution Selling, Account Management, Sales Process, Sales Operations, Employee Benefits, Competitive Analysis, Process Improvement, Leadership, Customer Service, Training, Strategic Partnerships, Team Building, Sales, Human Resources, Lead Generation, Strategic Planning, Benefits Administration, Cloud Computing, Access, Recruiting, Customer Retention, Email Marketing, Vendor Management, Marketing Strategy, Performance Management, Management, Contract Negotiation, Sales Management, Outlook, Integration, Business Process..., Business Development, Executive Management, Enterprise Software, SharePoint, Professional Services, Consulting, Outsourcing, 401k, Time Management, Payroll Taxes, Business Planning, Mergers
Education
Roanoke College 1991 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Anna-Liisa Hillukka's CBIZ Experience September 1999 - October 2004
Job CPA at Barton Walter & Krier
Industry Accounting
Experience
Barton, Walter & Krier, P.C. September 2013 - Present
Baune Dosen September 2009 - August 2013
LarsonAllen November 2004 - April 2009
CBIZ September 1999 - October 2004
Makela, Toutant & Hill, P.C. May 1998 - September 1999
Skills
CCH ProSystem fx, Tax Returns, General Ledger, Accounting, Auditing, Financial Statements, Finance, Management, CPA, Tax Preparation, Income Tax, Corporate Tax, Tax, Financial Reporting
Education
Northern Michigan University 1992 — 1998
Bachelor of Science, Accounting
Barton, Walter & Krier, P.C. September 2013 - Present
Baune Dosen September 2009 - August 2013
LarsonAllen November 2004 - April 2009
CBIZ September 1999 - October 2004
Makela, Toutant & Hill, P.C. May 1998 - September 1999
Skills
CCH ProSystem fx, Tax Returns, General Ledger, Accounting, Auditing, Financial Statements, Finance, Management, CPA, Tax Preparation, Income Tax, Corporate Tax, Tax, Financial Reporting
Education
Northern Michigan University 1992 — 1998
Bachelor of Science, Accounting
Peter Liesenfelt's CBIZ Experience July 2003 - February 2014
Job Vice President Surety at PentaRisk Insurance Servics
Industry Insurance
Experience
PentaRisk February 2014 - Present
CBIZ July 2003 - February 2014
Los Altos Chamber of Commerce 1996 - 2007
Amercian Express Tax and Business Services 2000 - 2005
IBM 1992 - 1993
IBM 1987 - 1989
Labratory for Applications of Remote Sensing January 1980 - May 1983
Education
Purdue University 1981 — 1983
Masters of Science, Computer Science
Purdue University 1979 — 1981
Bachelors of Science, Computer Science
PentaRisk February 2014 - Present
CBIZ July 2003 - February 2014
Los Altos Chamber of Commerce 1996 - 2007
Amercian Express Tax and Business Services 2000 - 2005
IBM 1992 - 1993
IBM 1987 - 1989
Labratory for Applications of Remote Sensing January 1980 - May 1983
Education
Purdue University 1981 — 1983
Masters of Science, Computer Science
Purdue University 1979 — 1981
Bachelors of Science, Computer Science
Robert Kaelin's CBIZ Experience April 2006 - Present
Job Regional President, Midwest West
Industry Insurance
Experience
CBIZ April 2006 - Present
Aon Risk Services December 1995 - July 1998
Skills
Customer Service, Sales, Salesforce.com, Underwriting, Employee Benefits, Health Insurance, Strategic Planning, Financial Analysis, New Business Development, Process Improvement, Microsoft Excel, Accounting, Financial Reporting, Performance Management, Management Consulting, Marketing Strategy, Microsoft Office, Risk Management...
Education
Pittsburg State University 1983 — 1987
Bachelor of Business Administration (B.B.A.)
CBIZ April 2006 - Present
Aon Risk Services December 1995 - July 1998
Skills
Customer Service, Sales, Salesforce.com, Underwriting, Employee Benefits, Health Insurance, Strategic Planning, Financial Analysis, New Business Development, Process Improvement, Microsoft Excel, Accounting, Financial Reporting, Performance Management, Management Consulting, Marketing Strategy, Microsoft Office, Risk Management...
Education
Pittsburg State University 1983 — 1987
Bachelor of Business Administration (B.B.A.)
Bella Canarte's CBIZ Experience August 2006 - February 2007
Job Financial Controller at Urban Zen LLC/ Urban ZenFoundation/ Stephan Weiss Studios
Industry Retail
Experience
Urban Zen LLC February 2007 - Present
CBIZ August 2006 - February 2007
Starr & Company, LLC September 2001 - July 2006
Skills
Financial Reporting, Financial Accounting, Microsoft Office, Management, Finance, Accounting, Budgets, Strategic Planning, Payroll, Financial Analysis, Accounts Payable, Human Resources, Forecasting, Business Planning
Education
Plaza College 1996 — 1999
Associate's Degree, Accounting and Finance
Urban Zen LLC February 2007 - Present
CBIZ August 2006 - February 2007
Starr & Company, LLC September 2001 - July 2006
Skills
Financial Reporting, Financial Accounting, Microsoft Office, Management, Finance, Accounting, Budgets, Strategic Planning, Payroll, Financial Analysis, Accounts Payable, Human Resources, Forecasting, Business Planning
Education
Plaza College 1996 — 1999
Associate's Degree, Accounting and Finance
Bob Lovallo's CBIZ Experience January 2011 - Present
Job Audit Director at Pinpoint powered by Transparent Transparent USA, LLC & Director AP Recovery at CBIZ
Industry Financial Services
Experience
Pinpoint powered by Transparent - Transparent USA, LLC October 2014 - Present
CBIZ January 2011 - Present
IBM Corporation October 1966 - May 1997
Skills
Process Improvement, Accounting, Accounts Payable, Strategic Planning, Management, Leadership, Financial Analysis, Finance, Internal Audit, Financial Reporting, Auditing, Forecasting, Internal Controls, Executive Management, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Due Diligence, Cash Flow, Strategic Financial..., Financial Accounting, Corporate Finance
Education
Pace University - Lubin School of Business 1966 — 1976
Pinpoint powered by Transparent - Transparent USA, LLC October 2014 - Present
CBIZ January 2011 - Present
IBM Corporation October 1966 - May 1997
Skills
Process Improvement, Accounting, Accounts Payable, Strategic Planning, Management, Leadership, Financial Analysis, Finance, Internal Audit, Financial Reporting, Auditing, Forecasting, Internal Controls, Executive Management, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Due Diligence, Cash Flow, Strategic Financial..., Financial Accounting, Corporate Finance
Education
Pace University - Lubin School of Business 1966 — 1976
Bonny Rock's CBIZ Experience 2012 - 2012
Job Director State & Local Tax Cherry Bekaert/National Property Tax Leader
Industry Accounting
Experience
Cherry Bekaert LLP February 2014 - Present
CBIZ 2012 - 2012
Grant Thornton LLP January 1997 - December 2011
Skills
Tax, Tax Research, Income Tax, Tax Accounting, GAAP, Property Tax, Sarbanes-Oxley Act, Financial Analysis, International Tax, Use Tax, Financial Reporting, US GAAP, State Tax, Auditing, Sales Tax, SEC filings, DCF Valuation, Accounting, Corporate Tax, Tax Advisory, Partnership Taxation, CPA, US Tax, Internal Controls, Due Diligence
Education
Northwood University
Cherry Bekaert LLP February 2014 - Present
CBIZ 2012 - 2012
Grant Thornton LLP January 1997 - December 2011
Skills
Tax, Tax Research, Income Tax, Tax Accounting, GAAP, Property Tax, Sarbanes-Oxley Act, Financial Analysis, International Tax, Use Tax, Financial Reporting, US GAAP, State Tax, Auditing, Sales Tax, SEC filings, DCF Valuation, Accounting, Corporate Tax, Tax Advisory, Partnership Taxation, CPA, US Tax, Internal Controls, Due Diligence
Education
Northwood University
Kevin Wray's CBIZ Experience September 2001 - April 2008
Job CEO at Kraven Solutions, Inc.
Industry Consumer Electronics
Experience
Kraven Solutions, Inc. February 2003 - Present
CBIZ September 2001 - April 2008
Atlantic Mutual Companies August 1997 - August 2001
Skills
Electronic Control..., Home Theater, Burglar Alarm, IP CCTV, Wireless Networking, Networking, Crestron, Audio Visual Integration, Software Development, Software Installation, Security, Microsoft SQL Server, CCTV, Integration
Education
Roanoke College 1996 — 1999
BS, Computer Science & Business
Kraven Solutions, Inc. February 2003 - Present
CBIZ September 2001 - April 2008
Atlantic Mutual Companies August 1997 - August 2001
Skills
Electronic Control..., Home Theater, Burglar Alarm, IP CCTV, Wireless Networking, Networking, Crestron, Audio Visual Integration, Software Development, Software Installation, Security, Microsoft SQL Server, CCTV, Integration
Education
Roanoke College 1996 — 1999
BS, Computer Science & Business
Raymond Pomante's CBIZ Experience March 2009 - January 2012
Job Managing Executive at Hospitality Risk Resources, LLC
Industry Insurance
Experience
CBIZ March 2009 - January 2012
Willis January 2005 - February 2009
Marsh 1995 - 2005
Skills
Insurance, Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Risk Management, Hospitality Industry, Sports & Entertainment..., Leadership, Benefits Administration, Brokers, Workers Compensation, Employee Benefits, Disability Insurance, Liability, Health Savings Accounts, Team Building, Health Insurance, Casualty, Legal Liability, Reinsurance, General Insurance, Excess, Commercial Lines, Claim, Captives, Claims Management, Employment Practices..., D&O
Education
St. Joseph's University
BS, Marketing & Management
St. Joseph's University
MBA, Finance
The Institutes - Insurance Institute of America
Associate in Risk Management (ARM)
CBIZ March 2009 - January 2012
Willis January 2005 - February 2009
Marsh 1995 - 2005
Skills
Insurance, Property & Casualty..., Professional Liability, Commercial Insurance, Underwriting, Risk Management, Hospitality Industry, Sports & Entertainment..., Leadership, Benefits Administration, Brokers, Workers Compensation, Employee Benefits, Disability Insurance, Liability, Health Savings Accounts, Team Building, Health Insurance, Casualty, Legal Liability, Reinsurance, General Insurance, Excess, Commercial Lines, Claim, Captives, Claims Management, Employment Practices..., D&O
Education
St. Joseph's University
BS, Marketing & Management
St. Joseph's University
MBA, Finance
The Institutes - Insurance Institute of America
Associate in Risk Management (ARM)
Liz Schaub-DeBlock's CBIZ Experience April 2002 - January 2010
Job Healthcare Consultant
Industry
Experience
Retired and enjoying Life. January 2015 - Present
BESLER Consulting January 2010 - January 2015
CBIZ April 2002 - January 2010
Saint Barnabas Health Care System January 1989 - June 2001
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MPA, Healthcare Administration
Western Michigan University 1980 — 1988
BS, Healthcare
Retired and enjoying Life. January 2015 - Present
BESLER Consulting January 2010 - January 2015
CBIZ April 2002 - January 2010
Saint Barnabas Health Care System January 1989 - June 2001
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1991
MPA, Healthcare Administration
Western Michigan University 1980 — 1988
BS, Healthcare
Jenifer Bailey's CBIZ Experience June 2001 - December 2003
Job Owner of JB Accounting Services, LLC.
Industry Accounting
Experience
JB Accounting Services, LLC. May 2010 - Present
Hilmas & Associates, LLC January 2004 - May 2010
CBIZ June 2001 - December 2003
Education
Regis University
Bachelor of Science, Accounting
University of KwaZulu-Natal
Bachelor of Arts, French and English
JB Accounting Services, LLC. May 2010 - Present
Hilmas & Associates, LLC January 2004 - May 2010
CBIZ June 2001 - December 2003
Education
Regis University
Bachelor of Science, Accounting
University of KwaZulu-Natal
Bachelor of Arts, French and English
Phillip Marotta's CBIZ Experience July 2006 - Present
Job Manager at CBIZ
Industry Management Consulting
Experience
CBIZ July 2006 - Present
Tectura \ (Affinity Technology Group) August 1998 - July 2006
Atlet, Inc. January 1992 - August 1998
KGN July 1988 - December 1990
Skills
Microsoft Dynamics, Accounting, ERP, Crystal Reports, Syspro ERP software for..., SQL Reporting Services, Microsoft Office, Strategic Financial..., Syspro, Accounts Receivable, CPA, Leadership, Finance, Accounts Payable
Education
Northern Illinois University 1983 — 1987
Bachelor of Science (BS), Accounting
CBIZ July 2006 - Present
Tectura \ (Affinity Technology Group) August 1998 - July 2006
Atlet, Inc. January 1992 - August 1998
KGN July 1988 - December 1990
Skills
Microsoft Dynamics, Accounting, ERP, Crystal Reports, Syspro ERP software for..., SQL Reporting Services, Microsoft Office, Strategic Financial..., Syspro, Accounts Receivable, CPA, Leadership, Finance, Accounts Payable
Education
Northern Illinois University 1983 — 1987
Bachelor of Science (BS), Accounting
Marshal Goldberg's CBIZ Experience June 1993 - Present
Job
Industry Accounting
Experience
CBIZ June 1993 - Present
Education
Northeastern University
B.S., Accounting
CBIZ June 1993 - Present
Education
Northeastern University
B.S., Accounting
Jay Mason's CBIZ Experience May 2007 - Present
Job Managing Director of Property Taxes at CBIZ
Industry Real Estate
Experience
CBIZ May 2007 - Present
May Department Stores May 1983 - May 2007
Skills
Financial Analysis, Leadership, Customer Service, Budgets, Microsoft Excel, Microsoft Office, Mergers & Acquisitions, Management, Strategic Planning, Finance, Process Improvement, Team Building, Accounting, Sales, Negotiation
Education
Missouri State University 1968 — 1971
BA, Political Science and Government
CBIZ May 2007 - Present
May Department Stores May 1983 - May 2007
Skills
Financial Analysis, Leadership, Customer Service, Budgets, Microsoft Excel, Microsoft Office, Mergers & Acquisitions, Management, Strategic Planning, Finance, Process Improvement, Team Building, Accounting, Sales, Negotiation
Education
Missouri State University 1968 — 1971
BA, Political Science and Government
Shannon Tayon's CBIZ Experience January 2003 - December 2006
Job Controller at White Company
Industry Real Estate
Experience
White Company January 2007 - Present
CBIZ January 2003 - December 2006
CBIZ January 2001 - December 2002
CBIZ May 1999 - December 2000
Skills
Tax, GAAP, Financial Reporting, Accounting, CPA, Internal Controls, General Ledger, Financial Analysis, Financial Statements
Education
Saint Louis University
Bachelor of Science (BS), Accounting
White Company January 2007 - Present
CBIZ January 2003 - December 2006
CBIZ January 2001 - December 2002
CBIZ May 1999 - December 2000
Skills
Tax, GAAP, Financial Reporting, Accounting, CPA, Internal Controls, General Ledger, Financial Analysis, Financial Statements
Education
Saint Louis University
Bachelor of Science (BS), Accounting
Garrett Rodger's CBIZ Experience July 2013 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ July 2013 - Present
TRG- Trade Risk Guaranty May 2011 - July 2013
Skills
Sales, Direct Sales, Marketing Strategy, International Trade, Market Research, New Business Development, Insurance, Customs Regulations, Sales Management, Sales Process
Education
Montana State University-Bozeman 2006 — 2011
Bachelor's degree, Business Marketing
CBIZ July 2013 - Present
TRG- Trade Risk Guaranty May 2011 - July 2013
Skills
Sales, Direct Sales, Marketing Strategy, International Trade, Market Research, New Business Development, Insurance, Customs Regulations, Sales Management, Sales Process
Education
Montana State University-Bozeman 2006 — 2011
Bachelor's degree, Business Marketing
Brenda Colburn's CBIZ Experience August 1998 - August 2000
Job Director of Accounting Services
Industry Accounting
Experience
Exigo Business Services January 2013 - Present
CBIZ August 1998 - August 2000
Poppe Taylor & Clark September 1995 - July 1998
Skills
US GAAP, Financial Reporting, Revenue Recognition, Accruals, Financial Accounting, Accounts Payable, Forensic Accounting, Variance Analysis, Financial Statements, Account Reconciliation
Education
Mount Saint Mary's College 1983 — 1987
Bachelor's degree, Accounting, Business & Finance
Exigo Business Services January 2013 - Present
CBIZ August 1998 - August 2000
Poppe Taylor & Clark September 1995 - July 1998
Skills
US GAAP, Financial Reporting, Revenue Recognition, Accruals, Financial Accounting, Accounts Payable, Forensic Accounting, Variance Analysis, Financial Statements, Account Reconciliation
Education
Mount Saint Mary's College 1983 — 1987
Bachelor's degree, Accounting, Business & Finance
Evan Finley's CBIZ Experience May 2015 - August 2015
Job Investment Analyst Intern at CBIZ
Industry Financial Services
Experience
CBIZ May 2015 - August 2015
Education
Ohio University 2012 — 2016
Bachelor’s Degree, Finance and Business Economics
CBIZ May 2015 - August 2015
Education
Ohio University 2012 — 2016
Bachelor’s Degree, Finance and Business Economics
Jennie Weeks, PHR, SHRM-CP's CBIZ Experience October 2007 - January 2010
Job Human Resources Generalist at RWS Enterprises, Inc
Industry Human Resources
Experience
RWS Enterprises, Inc June 2013 - Present
CBIZ October 2007 - January 2010
Advance Auto Parts October 2004 - September 2007
Skills
Human Resources, Strategic Planning, Business Strategy, Payroll, Employee Relations, Employee Engagement, Employee Benefits, Employment Law, Customer Service, Customer Relations, Microsoft Office, Organization Skills, Recruiting
Education
Roanoke College 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
RWS Enterprises, Inc June 2013 - Present
CBIZ October 2007 - January 2010
Advance Auto Parts October 2004 - September 2007
Skills
Human Resources, Strategic Planning, Business Strategy, Payroll, Employee Relations, Employee Engagement, Employee Benefits, Employment Law, Customer Service, Customer Relations, Microsoft Office, Organization Skills, Recruiting
Education
Roanoke College 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych