CBIZ Company
Industry: Management services company
DescriptionCEO: Jerome P Grisko Headquarters: Cleveland, Ohio, United States Founded: 1987 Chief information officer: John Fleischer Subsidiaries: CMF Associates, LLC, EFL Associates Inc, SVPs: David J Sibits (Strategic Development, Financial Services), John Fleischer
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CBIZ Employees
Employee
Years
Job
Industry
Tiffani Gaerke Tiffani Gaerke's CBIZ Experience May 2014 - Present
Job Benefits Administration Analyst at CBIZ
Industry Financial Services
Experience
CBIZ May 2014 - Present
The University of Akron August 2013 - June 2014
Summit Academy August 2010 - June 2012
Heidelberg University September 2006 - June 2010
Skills
Mathematics, Mathematical Analysis, Data Analysis, Analysis, Applied Mathematics, Educational Leadership, Discrete Mathematics, Statistical Data..., Team Leadership, Problem Analysis, Mathematical Programming, LaTeX, Microsoft Office
Education
The University of Akron 2011 — 2014
Master's Degree, Theoretical Mathematics, 3.8 GPA
Heidelberg University 2006 — 2010
Bachelor of Science (B.S.), Mathematics, 3.8 GPA
CBIZ May 2014 - Present
The University of Akron August 2013 - June 2014
Summit Academy August 2010 - June 2012
Heidelberg University September 2006 - June 2010
Skills
Mathematics, Mathematical Analysis, Data Analysis, Analysis, Applied Mathematics, Educational Leadership, Discrete Mathematics, Statistical Data..., Team Leadership, Problem Analysis, Mathematical Programming, LaTeX, Microsoft Office
Education
The University of Akron 2011 — 2014
Master's Degree, Theoretical Mathematics, 3.8 GPA
Heidelberg University 2006 — 2010
Bachelor of Science (B.S.), Mathematics, 3.8 GPA
Jay Yeager Jay Yeager's CBIZ Experience January 2013 - September 2015
Job Manager, Technical Support at Veritas Technologies LLC
Industry Information Technology and Services
Experience
Veritas Technologies LLC September 2015 - Present
CBIZ January 2013 - September 2015
Payroll Control Systems October 2010 - January 2013
Payroll Control Systems December 2007 - October 2010
Associated Financial Group April 2007 - December 2007
Ceridian Recruiting Solutions October 2005 - April 2007
Ceridian February 2005 - October 2005
Points North Consulting February 2002 - February 2005
Saturn Systems Software Engineering 1999 - 2001
Skills
Microsoft SQL Server, Business Analysis, SQL, Customer Service, Troubleshooting, Microsoft Office, Testing, Databases, Visio, Visual Basic, Crystal Reports, Project Management, Technical Support, SharePoint, Access, Data Analysis, Requirements Gathering, HRIS, Payroll, Vendor Management, Microsoft Excel, T-SQL, Software Project..., Windows, Software Documentation, Database Design, Problem Solving, Programming, Customer Relations, Integration, HTML, Visual Studio, Business Intelligence, Team Leadership, Coaching, Process Improvement, System Administration, Software Development, Database Administration, VB.NET, IT Management, Analysis, Training, Information Technology, XML, Business Process..., CRM, VBScript, Change Management, IT Audit
Education
The College of St. Scholastica 1998 — 2001
Bachelor of Arts (B.A.), Computer Science
Veritas Technologies LLC September 2015 - Present
CBIZ January 2013 - September 2015
Payroll Control Systems October 2010 - January 2013
Payroll Control Systems December 2007 - October 2010
Associated Financial Group April 2007 - December 2007
Ceridian Recruiting Solutions October 2005 - April 2007
Ceridian February 2005 - October 2005
Points North Consulting February 2002 - February 2005
Saturn Systems Software Engineering 1999 - 2001
Skills
Microsoft SQL Server, Business Analysis, SQL, Customer Service, Troubleshooting, Microsoft Office, Testing, Databases, Visio, Visual Basic, Crystal Reports, Project Management, Technical Support, SharePoint, Access, Data Analysis, Requirements Gathering, HRIS, Payroll, Vendor Management, Microsoft Excel, T-SQL, Software Project..., Windows, Software Documentation, Database Design, Problem Solving, Programming, Customer Relations, Integration, HTML, Visual Studio, Business Intelligence, Team Leadership, Coaching, Process Improvement, System Administration, Software Development, Database Administration, VB.NET, IT Management, Analysis, Training, Information Technology, XML, Business Process..., CRM, VBScript, Change Management, IT Audit
Education
The College of St. Scholastica 1998 — 2001
Bachelor of Arts (B.A.), Computer Science
Matthew Fleck, CPA's CBIZ Experience February 2011 - April 2011
Job State and Local Tax Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2013 - Present
Akron General Medical Center October 2010 - October 2013
The University of Akron October 2012 - May 2013
CBIZ February 2011 - April 2011
Best Buy August 2010 - December 2010
Saint Joseph Care Center August 2006 - August 2008
Skills
Accounting, Microsoft Excel, Tax, Management, Training, Microsoft Access, Outlook, Time Management, Microsoft Office, Microsoft Word, Data Analysis, Research, GoSystems, PowerPoint, Teamwork, Income Tax
Education
The University of Akron 2012 — 2013
Master of Science, Accountancy, Graduate Student
The University of Akron 2008 — 2012
Bachelor of Science, Accountancy
Grant Thornton LLP October 2013 - Present
Akron General Medical Center October 2010 - October 2013
The University of Akron October 2012 - May 2013
CBIZ February 2011 - April 2011
Best Buy August 2010 - December 2010
Saint Joseph Care Center August 2006 - August 2008
Skills
Accounting, Microsoft Excel, Tax, Management, Training, Microsoft Access, Outlook, Time Management, Microsoft Office, Microsoft Word, Data Analysis, Research, GoSystems, PowerPoint, Teamwork, Income Tax
Education
The University of Akron 2012 — 2013
Master of Science, Accountancy, Graduate Student
The University of Akron 2008 — 2012
Bachelor of Science, Accountancy
Linda Wester Linda Wester's CBIZ Experience April 2014 - Present
Job Senior Account Executive at CBIZ
Industry Management Consulting
Experience
CBIZ April 2014 - Present
Hurt Financial October 2006 - March 2014
Skills
Workers Compensation, Customer Service, Strategic Planning, Employee Relations, Training, HIPAA, Sales, Microsoft Excel, Healthcare, Microsoft Office, Sales Management, Account Management, Term Life Insurance, Disability Insurance, Employee Benefits, Insurance, Health Insurance
Education
Tennessee Technological University 1989 — 1993
Bachelor of Science (BS), Elementary Education and Teaching
Tennessee Technological University 1989 — 1993
Master's degree, Counselor Education/School Counseling and Guidance Services
CBIZ April 2014 - Present
Hurt Financial October 2006 - March 2014
Skills
Workers Compensation, Customer Service, Strategic Planning, Employee Relations, Training, HIPAA, Sales, Microsoft Excel, Healthcare, Microsoft Office, Sales Management, Account Management, Term Life Insurance, Disability Insurance, Employee Benefits, Insurance, Health Insurance
Education
Tennessee Technological University 1989 — 1993
Bachelor of Science (BS), Elementary Education and Teaching
Tennessee Technological University 1989 — 1993
Master's degree, Counselor Education/School Counseling and Guidance Services
Lori Lively Lori Lively's CBIZ Experience 2002 - 2005
Job Sales and Marketing Assistant at Willis of Florida, Inc.
Industry Insurance
Experience
Willis June 2012 - Present
Willis April 2005 - June 2012
CBIZ 2002 - 2005
Skills
Employee Benefits, Brokers, Time Management, Organizational..., Training, General Insurance, New Business Development, PowerPoint, Insurance, Commercial Insurance, Property & Casualty..., Health Insurance, Health Savings Accounts, Sales, Disability Insurance
Education
Seminole Community College
Willis June 2012 - Present
Willis April 2005 - June 2012
CBIZ 2002 - 2005
Skills
Employee Benefits, Brokers, Time Management, Organizational..., Training, General Insurance, New Business Development, PowerPoint, Insurance, Commercial Insurance, Property & Casualty..., Health Insurance, Health Savings Accounts, Sales, Disability Insurance
Education
Seminole Community College
David Supelak, CPA, MT David Supelak, CPA, MT's CBIZ Experience 1999 - 2002
Job Tax Senior Manager at BrunerCox LLP
Industry Accounting
Experience
Bruner-Cox LLP September 2010 - Present
Schlabig & Associates Ltd 2002 - September 2010
CBIZ 1999 - 2002
KPMG US 1997 - 1999
Meaden & Moore 1990 - 1996
Skills
Assurance, Auditing, Corporate Tax Planning, Tax, Corporate Tax, Management, Accounting, Income Tax, Financial Reporting, Tax Preparation, QuickBooks, International Tax, Financial Accounting, Tax Accounting, Payroll, S Corporations, Financial Planners
Education
University of Akron, Master in Taxation 1999 — 2003
Master of Taxation, Taxation
The University of Akron 1985 — 1990
Bachelor of Science (BS), Accounting
Holy Name High School
Bruner-Cox LLP September 2010 - Present
Schlabig & Associates Ltd 2002 - September 2010
CBIZ 1999 - 2002
KPMG US 1997 - 1999
Meaden & Moore 1990 - 1996
Skills
Assurance, Auditing, Corporate Tax Planning, Tax, Corporate Tax, Management, Accounting, Income Tax, Financial Reporting, Tax Preparation, QuickBooks, International Tax, Financial Accounting, Tax Accounting, Payroll, S Corporations, Financial Planners
Education
University of Akron, Master in Taxation 1999 — 2003
Master of Taxation, Taxation
The University of Akron 1985 — 1990
Bachelor of Science (BS), Accounting
Holy Name High School
Scott Schirmer Scott Schirmer's CBIZ Experience January 2012 - March 2014
Job District Manager at Paylocity
Industry Computer Software
Experience
Paylocity May 2015 - Present
Paylocity March 2014 - Present
CBIZ January 2012 - March 2014
Paylocity March 2009 - December 2011
CBIZ July 2005 - March 2009
ADP January 1997 - January 2002
Skills
Payroll, Benefits Administration, Performance Management, Employee Benefits, Employee Relations, Salesforce.com, HRIS, Employee Engagement, Management, Strategic Planning, New Business Development, Account Management, Human Resources, Recruiting, Talent Management, Business Development
Education
Southern Illinois University, Edwardsville 1994 — 1997
Bachelor of Science (B.S.), Mass Communications / Speech Communication
Paylocity May 2015 - Present
Paylocity March 2014 - Present
CBIZ January 2012 - March 2014
Paylocity March 2009 - December 2011
CBIZ July 2005 - March 2009
ADP January 1997 - January 2002
Skills
Payroll, Benefits Administration, Performance Management, Employee Benefits, Employee Relations, Salesforce.com, HRIS, Employee Engagement, Management, Strategic Planning, New Business Development, Account Management, Human Resources, Recruiting, Talent Management, Business Development
Education
Southern Illinois University, Edwardsville 1994 — 1997
Bachelor of Science (B.S.), Mass Communications / Speech Communication
Kimberly Brzostowski's CBIZ Experience September 2012 - June 2013
Job ASM
Industry Retail
Experience
Fit N Tan January 2015 - Present
The Tan Company October 2013 - August 2014
Cbiz September 2012 - June 2013
Starbucks July 2010 - September 2012
Skills
Customer Service, Time Management, PowerPoint, Microsoft Office, Inventory Management, Public Speaking, Cash Management, Employee Training, Project Coordination, Microsoft Excel, Service Center..., Creative Problem Solving, Analytical Skills, Customer Satisfaction, Merchandising, Project Management, Sales, Team Leadership, Teamwork
Education
Southeast Missouri State University 1998 — 2000
Music Education
Fit N Tan January 2015 - Present
The Tan Company October 2013 - August 2014
Cbiz September 2012 - June 2013
Starbucks July 2010 - September 2012
Skills
Customer Service, Time Management, PowerPoint, Microsoft Office, Inventory Management, Public Speaking, Cash Management, Employee Training, Project Coordination, Microsoft Excel, Service Center..., Creative Problem Solving, Analytical Skills, Customer Satisfaction, Merchandising, Project Management, Sales, Team Leadership, Teamwork
Education
Southeast Missouri State University 1998 — 2000
Music Education
Chloe Anderson Chloe Anderson's CBIZ Experience January 2013 - April 2013
Job Senior Operations & Records Assistant at Bentley University
Industry Higher Education
Experience
Bentley University October 2014 - Present
Just Enjoy! February 2014 - Present
Suffolk University September 2010 - Present
Boston Ballet May 2013 - September 2013
CBIZ January 2013 - April 2013
Susan Wright School of Dance September 2009 - August 2012
Skills
Research
Education
Suffolk University 2010 — 2014
Public Relations, Advertising, and Applied Communication
Watertown High School 2006 — 2010
Bentley University October 2014 - Present
Just Enjoy! February 2014 - Present
Suffolk University September 2010 - Present
Boston Ballet May 2013 - September 2013
CBIZ January 2013 - April 2013
Susan Wright School of Dance September 2009 - August 2012
Skills
Research
Education
Suffolk University 2010 — 2014
Public Relations, Advertising, and Applied Communication
Watertown High School 2006 — 2010
Edward Helbley's CBIZ Experience June 2014 - Present
Job Benefit Analyst at CBIZ
Industry Financial Services
Experience
CBIZ June 2014 - Present
Tegrit Group January 2012 - June 2014
Skills
Microsoft Office, VBA, Pension Administration, Outsourcing, Benefits Administration, Defined Benefit, HRIS
Education
The University of Akron 2008 — 2012
Bachelor's Degree, Corporate Finance with Honors
CBIZ June 2014 - Present
Tegrit Group January 2012 - June 2014
Skills
Microsoft Office, VBA, Pension Administration, Outsourcing, Benefits Administration, Defined Benefit, HRIS
Education
The University of Akron 2008 — 2012
Bachelor's Degree, Corporate Finance with Honors
Sue Joyce Sue Joyce's CBIZ Experience October 2006 - July 2011
Job HR Director at Clearleap
Industry Human Resources
Experience
Clearleap June 2013 - Present
TechCXO October 2012 - December 2013
PowerPlan, Inc July 2011 - April 2012
CBIZ October 2006 - July 2011
SAAB Cars USA 2003 - 2006
CES INTERNATIONAL January 2001 - January 2003
Skills
Onboarding, Employee Relations, Human Resources, Employee Benefits, HRIS, Compensation & Benefit, Deferred Compensation, Personnel Management, Payroll, Policy, Management, ADP Payroll, Benefits Administration, Interviews, Employment Law, Recruiting, New Hire Orientations, Executive Pay, Job Descriptions, Applicant Tracking..., College Recruiting, Talent Management, Succession Planning, HR Consulting, Organizational..., Performance Management, HR Policies, Labor Relations, Workforce Planning, Legal Compliance, Talent Acquisition, Employee Engagement, PeopleSoft, Leadership Development, SPHR, FMLA, Organizational..., Job Analysis, Leadership, Organizational Design, Hiring, Employee Training, Salary, Employee Handbooks, Strategy, Executive Search, Background Checks, Contract Recruitment, Internet Recruiting, Technical Recruiting
Education
Troy State University
Master, Human Resources Management, 4.0
The University of Georgia
Bachelor's Degree, History
Chattahoochee High School
Clearleap June 2013 - Present
TechCXO October 2012 - December 2013
PowerPlan, Inc July 2011 - April 2012
CBIZ October 2006 - July 2011
SAAB Cars USA 2003 - 2006
CES INTERNATIONAL January 2001 - January 2003
Skills
Onboarding, Employee Relations, Human Resources, Employee Benefits, HRIS, Compensation & Benefit, Deferred Compensation, Personnel Management, Payroll, Policy, Management, ADP Payroll, Benefits Administration, Interviews, Employment Law, Recruiting, New Hire Orientations, Executive Pay, Job Descriptions, Applicant Tracking..., College Recruiting, Talent Management, Succession Planning, HR Consulting, Organizational..., Performance Management, HR Policies, Labor Relations, Workforce Planning, Legal Compliance, Talent Acquisition, Employee Engagement, PeopleSoft, Leadership Development, SPHR, FMLA, Organizational..., Job Analysis, Leadership, Organizational Design, Hiring, Employee Training, Salary, Employee Handbooks, Strategy, Executive Search, Background Checks, Contract Recruitment, Internet Recruiting, Technical Recruiting
Education
Troy State University
Master, Human Resources Management, 4.0
The University of Georgia
Bachelor's Degree, History
Chattahoochee High School
Tanner Paige Tanner Paige's CBIZ Experience May 2012 - August 2012
Job Network Engineer at Advanced Resources
Industry Computer Networking
Experience
Advanced Resources (St. Louis) June 2015 - Present
Express Scripts May 2014 - August 2014
Express Scripts May 2013 - August 2013
CBIZ May 2012 - August 2012
Best Buy April 2011 - August 2011
Steak n Shake May 2010 - May 2011
Skills
Networking, Troubleshooting, Computer Hardware, Customer Service, Microsoft Office, Customer Satisfaction, Sales, Windows, Outlook, OS X, Visual Basic
Education
Southeast Missouri State University 2011 — 2015
Bachelor’s Degree, Technology Management: Telecommunications and Computer Networking
Francis Howell North High School 2008 — 2011
Advanced Resources (St. Louis) June 2015 - Present
Express Scripts May 2014 - August 2014
Express Scripts May 2013 - August 2013
CBIZ May 2012 - August 2012
Best Buy April 2011 - August 2011
Steak n Shake May 2010 - May 2011
Skills
Networking, Troubleshooting, Computer Hardware, Customer Service, Microsoft Office, Customer Satisfaction, Sales, Windows, Outlook, OS X, Visual Basic
Education
Southeast Missouri State University 2011 — 2015
Bachelor’s Degree, Technology Management: Telecommunications and Computer Networking
Francis Howell North High School 2008 — 2011
Traci Vostenak - Pierce Traci Vostenak - Pierce's CBIZ Experience December 2011 - Present
Job Senior Account Executive CBIZ
Industry Insurance
Experience
CBIZ December 2011 - Present
Advantage Benefit Planning April 2008 - December 2011
HRH December 1999 - April 2008
Skills
Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Disability Insurance, Life Insurance, Term Life Insurance, Benefits Administration, Claim, Managed Care, COBRA, Claims Management, Reinsurance, Health Care Reform, Strategic Planning, Workers Compensation, Account Management, Underwriting, Leadership, Brokers, Medicare, Defined Benefit, Commercial Insurance, Accident, Fixed Annuities, Professional Liability, Customer Service, Management
Education
Temple University
CBIZ December 2011 - Present
Advantage Benefit Planning April 2008 - December 2011
HRH December 1999 - April 2008
Skills
Health Insurance, Insurance, Health Savings Accounts, Employee Benefits, Disability Insurance, Life Insurance, Term Life Insurance, Benefits Administration, Claim, Managed Care, COBRA, Claims Management, Reinsurance, Health Care Reform, Strategic Planning, Workers Compensation, Account Management, Underwriting, Leadership, Brokers, Medicare, Defined Benefit, Commercial Insurance, Accident, Fixed Annuities, Professional Liability, Customer Service, Management
Education
Temple University
Robert J. Muir, ARM, MBA Robert J. Muir, ARM, MBA's CBIZ Experience November 1999 - June 2000
Job Risk Management and Insurance Executive
Industry Insurance
Experience
Willis Insurance Services of California, Inc. August 2013 - May 2014
Willis March 2010 - April 2011
Willis April 2009 - March 2010
Willis September 2005 - April 2009
Willis January 2004 - September 2005
Wachovia Insurance Services, Inc. May 2002 - January 2004
Willis June 2000 - May 2002
CBIZ November 1999 - June 2000
Willis August 1998 - November 1999
Wolf and Cohen, Inc. March 1994 - August 1998
Skills
Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Casualty, Professional Liability, Workers Compensation
Education
University of Tampa 2012 — 2013
Global Access Partnership
Insurance Institute of America
Associate of Risk Management (ARM)
The Johns Hopkins University
Engineering Disasters
University of South Florida
BA, Management
University of Tampa
MBA
Willis Insurance Services of California, Inc. August 2013 - May 2014
Willis March 2010 - April 2011
Willis April 2009 - March 2010
Willis September 2005 - April 2009
Willis January 2004 - September 2005
Wachovia Insurance Services, Inc. May 2002 - January 2004
Willis June 2000 - May 2002
CBIZ November 1999 - June 2000
Willis August 1998 - November 1999
Wolf and Cohen, Inc. March 1994 - August 1998
Skills
Underwriting, Commercial Insurance, Insurance, Property & Casualty..., Casualty, Professional Liability, Workers Compensation
Education
University of Tampa 2012 — 2013
Global Access Partnership
Insurance Institute of America
Associate of Risk Management (ARM)
The Johns Hopkins University
Engineering Disasters
University of South Florida
BA, Management
University of Tampa
MBA
Janelle Santos Janelle Santos's CBIZ Experience 2008 - 2009
Job Senior Account Executive Leadership Advisor at Sonic
Industry Internet
Experience
Sonic September 2009 - Present
Sonic.net September 2009 - Present
CBIZ 2008 - 2009
Skills
T1, Optical Fiber, Salesforce.com, SaaS, Start-ups, Account Management, Networking, New Business Development, Direct Sales, Strategic Partnerships, Online Advertising, Social Media, Social Networking, Troubleshooting, Customer Service, Solution Selling, Social Media Marketing, Ethernet, Lead Generation, Sales, Business Development, Online Marketing, Competitive Analysis, Email Marketing, Sales Process, Sales Management, Marketing Strategy, Product Marketing, Telecommunications, Mobile Devices, SEM, Leadership, SEO, Managed Services, VoIP, Marketing, Product Management, Selling, CRM, Team Building, Co-location, Wireless, E-commerce, B2B, Market Research, Cloud Computing, Sales Operations, Cold Calling, Internet Services, Unified Communications
Education
San Diego State University-California State University 2005 — 2008
B.A., Communications
San Diego State University-California State University 2005 — 2008
Minor, Sociology
Santa Rosa Junior College 2002 — 2004
Associate of Arts (A.A.), Communication and Media Studies
Sonic September 2009 - Present
Sonic.net September 2009 - Present
CBIZ 2008 - 2009
Skills
T1, Optical Fiber, Salesforce.com, SaaS, Start-ups, Account Management, Networking, New Business Development, Direct Sales, Strategic Partnerships, Online Advertising, Social Media, Social Networking, Troubleshooting, Customer Service, Solution Selling, Social Media Marketing, Ethernet, Lead Generation, Sales, Business Development, Online Marketing, Competitive Analysis, Email Marketing, Sales Process, Sales Management, Marketing Strategy, Product Marketing, Telecommunications, Mobile Devices, SEM, Leadership, SEO, Managed Services, VoIP, Marketing, Product Management, Selling, CRM, Team Building, Co-location, Wireless, E-commerce, B2B, Market Research, Cloud Computing, Sales Operations, Cold Calling, Internet Services, Unified Communications
Education
San Diego State University-California State University 2005 — 2008
B.A., Communications
San Diego State University-California State University 2005 — 2008
Minor, Sociology
Santa Rosa Junior College 2002 — 2004
Associate of Arts (A.A.), Communication and Media Studies
Heather McBroome Heather McBroome's CBIZ Experience October 2001 - December 2003
Job Manager, Human Resources at Evergreen Park & Recreation District (EPRD)
Industry Hospital & Health Care
Experience
Evergreen Park & Recreation District (EPRD) February 2015 - Present
Catholic Health Initiatives January 2012 - February 2015
Catholic Health Initiatives April 2006 - January 2012
Catholic Health Initiatives December 2003 - April 2006
CBIZ October 2001 - December 2003
Manning & Napier Information Services June 1999 - August 2001
Butler Technology Solutions June 1997 - June 1999
Skills
Talent Management, Recruiting, Employee Relations, Holistic Health, Performance Management, Human Resources, Life Coaching, Change Management, Workforce Planning, Talent Acquisition, Organizational..., Technical Recruiting, Employee Engagement, Consulting, Employee Benefits, Leadership Development, Program Management, Leadership, Healthcare, Organizational..., Onboarding, New Hire Orientations, Outsourcing, Strategic Planning, Succession Planning, Applicant Tracking..., Executive Coaching, Training, HRIS, College Recruiting, Employee Training, Personnel Management, Organizational Design, Labor Relations, Coaching, Management, Mergers & Acquisitions, Start-ups
Education
Naropa University
Master of Science, Transpersonal Psychology, 3.9 GPA
State University of New York College at Brockport
Bachelor of Science, Business Administration (Human Resources Concentration)
Evergreen Park & Recreation District (EPRD) February 2015 - Present
Catholic Health Initiatives January 2012 - February 2015
Catholic Health Initiatives April 2006 - January 2012
Catholic Health Initiatives December 2003 - April 2006
CBIZ October 2001 - December 2003
Manning & Napier Information Services June 1999 - August 2001
Butler Technology Solutions June 1997 - June 1999
Skills
Talent Management, Recruiting, Employee Relations, Holistic Health, Performance Management, Human Resources, Life Coaching, Change Management, Workforce Planning, Talent Acquisition, Organizational..., Technical Recruiting, Employee Engagement, Consulting, Employee Benefits, Leadership Development, Program Management, Leadership, Healthcare, Organizational..., Onboarding, New Hire Orientations, Outsourcing, Strategic Planning, Succession Planning, Applicant Tracking..., Executive Coaching, Training, HRIS, College Recruiting, Employee Training, Personnel Management, Organizational Design, Labor Relations, Coaching, Management, Mergers & Acquisitions, Start-ups
Education
Naropa University
Master of Science, Transpersonal Psychology, 3.9 GPA
State University of New York College at Brockport
Bachelor of Science, Business Administration (Human Resources Concentration)
Alex Lanning's CBIZ Experience January 2015 - Present
Job Sales Support and Marketing Specialist at CBIZ
Industry Marketing and Advertising
Experience
CBIZ January 2015 - Present
Myers and Stauffer LC June 2014 - January 2015
Cassidy Turley May 2013 - May 2014
SmartRevenue April 2013 - November 2013
BKD CPAs & Advisors May 2013 - September 2013
KU Marketing Club May 2012 - May 2013
Gage Management August 2011 - May 2012
Skills
Advertising, Marketing, Social Media, American Marketing..., Event Planning, Marketing Research, Real Estate, Account Coordination, Marketing Strategy, Strategic Planning, InDesign, Editing, Leadership
Education
University of Kansas
Bachelor of Science (B.S.), Journalism
St. Thomas Aquinas High School
CBIZ January 2015 - Present
Myers and Stauffer LC June 2014 - January 2015
Cassidy Turley May 2013 - May 2014
SmartRevenue April 2013 - November 2013
BKD CPAs & Advisors May 2013 - September 2013
KU Marketing Club May 2012 - May 2013
Gage Management August 2011 - May 2012
Skills
Advertising, Marketing, Social Media, American Marketing..., Event Planning, Marketing Research, Real Estate, Account Coordination, Marketing Strategy, Strategic Planning, InDesign, Editing, Leadership
Education
University of Kansas
Bachelor of Science (B.S.), Journalism
St. Thomas Aquinas High School
Christopher Roach Christopher Roach's CBIZ Experience January 2013 - Present
Job Managing Director, National IT Practice Leader at CBIZ
Industry Information Technology and Services
Experience
CBIZ January 2013 - Present
Think-IT Services, LLC April 2005 - December 2012
InfraGard February 2008 - February 2010
Infragard Houston chapter 2004 - 2008
KPMG January 1991 - April 2005
Skills
Data Center Strategic..., Business Continuity..., Governance, Risk &..., IT Security Risk..., CIO Strategic Support, IT Audit & Compliance, Compliance, Business Continuity..., Strategic Planning, IT Audit, Data Center, Security Risk, GRC, CISM, Information Security, IT Security Assessments, Risk Management, CRISC, Security, Change Management, Information Technology, Business Continuity, Management, Governance, IT Service Management, CISSP, Information Security..., Disaster Recovery, Vulnerability Assessment, Enterprise Architecture, Cloud Computing, IT Strategy, ISO 27001, PCI DSS, Computer Forensics, COBIT, Penetration Testing, ERP, Application Security, Security Audits, Enterprise Risk..., IT Management, Sarbanes-Oxley Act, CISA, Security Policy, NIST, Computer Security, Identity Management, Vulnerability Management, Data Security
Education
Southern New Hampshire University 1978 — 1982
BS, Management Information Systems
CBIZ January 2013 - Present
Think-IT Services, LLC April 2005 - December 2012
InfraGard February 2008 - February 2010
Infragard Houston chapter 2004 - 2008
KPMG January 1991 - April 2005
Skills
Data Center Strategic..., Business Continuity..., Governance, Risk &..., IT Security Risk..., CIO Strategic Support, IT Audit & Compliance, Compliance, Business Continuity..., Strategic Planning, IT Audit, Data Center, Security Risk, GRC, CISM, Information Security, IT Security Assessments, Risk Management, CRISC, Security, Change Management, Information Technology, Business Continuity, Management, Governance, IT Service Management, CISSP, Information Security..., Disaster Recovery, Vulnerability Assessment, Enterprise Architecture, Cloud Computing, IT Strategy, ISO 27001, PCI DSS, Computer Forensics, COBIT, Penetration Testing, ERP, Application Security, Security Audits, Enterprise Risk..., IT Management, Sarbanes-Oxley Act, CISA, Security Policy, NIST, Computer Security, Identity Management, Vulnerability Management, Data Security
Education
Southern New Hampshire University 1978 — 1982
BS, Management Information Systems
Joseph Rueter Joseph Rueter's CBIZ Experience January 1992 - 2002
Job President at Rueter Insurance Agency
Industry Insurance
Experience
Rueter Insurance 2002 - Present
CBIZ January 1992 - 2002
Willis January 1985 - 1992
Atlantic Mutual 1984 - 1985
Hartford Insurance Company January 1982 - July 1984
Skills
Workers Compensation, Sales, Professional Liability, Legal Liability, Property & Casualty..., Commercial Insurance, Disability Insurance, Business Intelligence, Brokers, Health Insurance, Strategic Planning, Insurance, Liability, Life Insurance, Underwriting, Commercial Lines, Management, Negotiation, Casualty, Program Management, Finance, Sales Management, Leadership, Casualty Insurance
Education
Temple University 1980 — 1982
Bachelor's Degree, Risk & Insurance Management
University of Delaware 1978 — 1980
Undergraduate Studies
Archbishop Ryan High School
High School
Rueter Insurance 2002 - Present
CBIZ January 1992 - 2002
Willis January 1985 - 1992
Atlantic Mutual 1984 - 1985
Hartford Insurance Company January 1982 - July 1984
Skills
Workers Compensation, Sales, Professional Liability, Legal Liability, Property & Casualty..., Commercial Insurance, Disability Insurance, Business Intelligence, Brokers, Health Insurance, Strategic Planning, Insurance, Liability, Life Insurance, Underwriting, Commercial Lines, Management, Negotiation, Casualty, Program Management, Finance, Sales Management, Leadership, Casualty Insurance
Education
Temple University 1980 — 1982
Bachelor's Degree, Risk & Insurance Management
University of Delaware 1978 — 1980
Undergraduate Studies
Archbishop Ryan High School
High School
Joseph Shalhoub Joseph Shalhoub's CBIZ Experience January 2007 - July 2013
Job EY Transaction Advisory Services Valuation Manager
Industry Financial Services
Experience
Ernst & Young LLP July 2013 - Present
CBIZ January 2007 - July 2013
Education
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Finance
Ernst & Young LLP July 2013 - Present
CBIZ January 2007 - July 2013
Education
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Finance
Marion B. Schremp, RHU, REBC Marion B. Schremp, RHU, REBC's CBIZ Experience August 2011 - Present
Job Business Unit President, at CBIZ
Industry Insurance
Experience
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. 1992 - August 2011
Marsh 1988 - 1990
Lincoln Financial Group 1986 - 1988
Ameriplan HMO 1982 - 1984
Crawford & Company 1977 - 1982
Excellus BCBS 1974 - 1977
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Analysis, Contract Negotiation, Medicare, Management, Strategy, Claim, Marketing, Critical Illness, Recruiting, Long-term Care, Workers Compensation, Benefits Administration, Managed Care, Disability Insurance, Life Insurance, General Insurance, Health Policy, Health Savings Accounts, Healthcare, COBRA, Claims Management, 401k, Human Resources, Selling, Dentistry, Team Building, Leadership, New Business Development, Strategic Planning, Term Life Insurance, Brokers, Underwriting, Accident, Health Care Reform, Property & Casualty..., Retirement, Fixed Annuities, Sales, Employee Wellness, Small Business, Estate Planning, Commercial Insurance, Executive Management, Finance
Education
The American College 1995 — 1995
Registered Employee Benefits Consultant
National Association of Health Underwriters 1989 — 1992
Registered Health Underwriter, RHU
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. 1992 - August 2011
Marsh 1988 - 1990
Lincoln Financial Group 1986 - 1988
Ameriplan HMO 1982 - 1984
Crawford & Company 1977 - 1982
Excellus BCBS 1974 - 1977
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Analysis, Contract Negotiation, Medicare, Management, Strategy, Claim, Marketing, Critical Illness, Recruiting, Long-term Care, Workers Compensation, Benefits Administration, Managed Care, Disability Insurance, Life Insurance, General Insurance, Health Policy, Health Savings Accounts, Healthcare, COBRA, Claims Management, 401k, Human Resources, Selling, Dentistry, Team Building, Leadership, New Business Development, Strategic Planning, Term Life Insurance, Brokers, Underwriting, Accident, Health Care Reform, Property & Casualty..., Retirement, Fixed Annuities, Sales, Employee Wellness, Small Business, Estate Planning, Commercial Insurance, Executive Management, Finance
Education
The American College 1995 — 1995
Registered Employee Benefits Consultant
National Association of Health Underwriters 1989 — 1992
Registered Health Underwriter, RHU
Susan Endicott Susan Endicott's CBIZ Experience June 2013 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ June 2013 - Present
CBIZ April 1999 - Present
Skills
Event Planning, Branding & Identity, Sales Operations, Web Marketing, Marketing, Employee Benefits, Marketing Strategy, Account Management, Strategic Planning, Marketing Communications, New Business Development, Non-profits, Small Business, Insurance, Business Development, Leadership Development, Sales, Salesforce.com, Coaching, Strategy, Direct Marketing, Contract Negotiation, Leadership, Customer Retention, Online Marketing
Education
University of Central Florida - College of Business Administration 1995 — 1998
BSBA, Marketing
Seminole Community College 1993 — 1995
Honor-Associate in Arts
CBIZ June 2013 - Present
CBIZ April 1999 - Present
Skills
Event Planning, Branding & Identity, Sales Operations, Web Marketing, Marketing, Employee Benefits, Marketing Strategy, Account Management, Strategic Planning, Marketing Communications, New Business Development, Non-profits, Small Business, Insurance, Business Development, Leadership Development, Sales, Salesforce.com, Coaching, Strategy, Direct Marketing, Contract Negotiation, Leadership, Customer Retention, Online Marketing
Education
University of Central Florida - College of Business Administration 1995 — 1998
BSBA, Marketing
Seminole Community College 1993 — 1995
Honor-Associate in Arts
Terri Herman-Ponce's CBIZ Experience January 2009 - April 2010
Job Author; Director, Marketing & Media at AIG
Industry Marketing and Advertising
Experience
Self Employed June 2012 - Present
AIG August 2011 - Present
Gettry Marcus Stern & Lehrer, CPA, P.C. September 2010 - April 2011
CBIZ January 2009 - April 2010
McDermott Will and Emery May 2006 - January 2009
Ernst & Young 2001 - 2006
KPMG 1998 - 2001
Albrecht Viggiano Zureck & Co. May 1994 - August 1997
Geraghty & Miller 1988 - 1994
Skills
Public Relations, Marketing, Marketing Communications, Marketing Strategy, Change Management, Writing, Fiction Writing, Creative Fiction, Book Reviews, Newsletters, Website Authoring, Website Updating, Strategic Public..., Email Newsletter Design, Strategic Communications, Press Releases, Email Marketing, Social Networking, Management, Strategy, Blogging, Lead Generation, Training, Leadership, Public Speaking, Editing, Media Relations, Corporate Branding, Competitive Analysis, Program Management, Market Research, Marketing Management, Brand Awareness, Advertising, Social Media, Online Marketing, Integrated Marketing, Internal Communications, Copywriting, Budgets, Social Media Marketing, Market Planning, Event Planning, Brand Development, Brand Management, Web Content, Corporate Communications, Proposal Writing, Strategic Planning, Mergers
Education
Saint John's University 1981 — 1985
BS, Marketing
Saint John's University - Peter J. Tobin College of Business 1981 — 1985
BS, Marketing
Our Lady of Mercy Academy 1977 — 1981
Self Employed June 2012 - Present
AIG August 2011 - Present
Gettry Marcus Stern & Lehrer, CPA, P.C. September 2010 - April 2011
CBIZ January 2009 - April 2010
McDermott Will and Emery May 2006 - January 2009
Ernst & Young 2001 - 2006
KPMG 1998 - 2001
Albrecht Viggiano Zureck & Co. May 1994 - August 1997
Geraghty & Miller 1988 - 1994
Skills
Public Relations, Marketing, Marketing Communications, Marketing Strategy, Change Management, Writing, Fiction Writing, Creative Fiction, Book Reviews, Newsletters, Website Authoring, Website Updating, Strategic Public..., Email Newsletter Design, Strategic Communications, Press Releases, Email Marketing, Social Networking, Management, Strategy, Blogging, Lead Generation, Training, Leadership, Public Speaking, Editing, Media Relations, Corporate Branding, Competitive Analysis, Program Management, Market Research, Marketing Management, Brand Awareness, Advertising, Social Media, Online Marketing, Integrated Marketing, Internal Communications, Copywriting, Budgets, Social Media Marketing, Market Planning, Event Planning, Brand Development, Brand Management, Web Content, Corporate Communications, Proposal Writing, Strategic Planning, Mergers
Education
Saint John's University 1981 — 1985
BS, Marketing
Saint John's University - Peter J. Tobin College of Business 1981 — 1985
BS, Marketing
Our Lady of Mercy Academy 1977 — 1981
Alexandra Elliott's CBIZ Experience May 2007 - August 2007
Job Marketing Specialist experienced in strategizing and executing internal and external initiatives
Industry Marketing and Advertising
Experience
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC August 2012 - August 2013
CBIZ MHM, LLC May 2010 - August 2012
Event Managment International December 2008 - January 2010
Fred Pryor Seminars 2010 - 2010
Beatwax May 2008 - July 2008
CBIZ May 2007 - August 2007
Skills
Media Relations, Social Media Marketing, Marketing Strategy, Marketing Communications, Public Relations, Public Speaking, Event Planning, Event Management
Education
The University of Kansas 2004 — 2008
B.S., Communication Studies; Marketing, Public Relations and Human Resources
The Consortium of Universities for International Studies 2007 — 2007
Communication & Business
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC August 2012 - August 2013
CBIZ MHM, LLC May 2010 - August 2012
Event Managment International December 2008 - January 2010
Fred Pryor Seminars 2010 - 2010
Beatwax May 2008 - July 2008
CBIZ May 2007 - August 2007
Skills
Media Relations, Social Media Marketing, Marketing Strategy, Marketing Communications, Public Relations, Public Speaking, Event Planning, Event Management
Education
The University of Kansas 2004 — 2008
B.S., Communication Studies; Marketing, Public Relations and Human Resources
The Consortium of Universities for International Studies 2007 — 2007
Communication & Business
Patrick Broome Patrick Broome's CBIZ Experience August 2000 - June 2005
Job Director at Altus Group
Industry Management Consulting
Experience
Altus Group November 2010 - Present
SC&H Group November 2010 - November 2014
HPTS June 2005 - November 2010
CBIZ August 2000 - June 2005
Property Valuation Services January 1998 - September 2000
Skills
Property Tax, Valuation, Due Diligence, Real Estate, Financial Analysis, Tax, Financial Modeling, Cost Segregation, Accounting, Asset Managment, Mergers, Appraisals, Financial Reporting, Strategic Planning, Investments, Corporate Tax, Tax Credits, Asset Management, CPA, Auditing, Strategic Financial..., Private Equity, Mergers & Acquisitions, Internal Controls, Tax Accounting, Management Consulting, Tax Research, Business Valuation
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
Masters, Real Estate
Vanderbilt University 1992 — 1996
MS, Mathematics and Business Administration
Altus Group November 2010 - Present
SC&H Group November 2010 - November 2014
HPTS June 2005 - November 2010
CBIZ August 2000 - June 2005
Property Valuation Services January 1998 - September 2000
Skills
Property Tax, Valuation, Due Diligence, Real Estate, Financial Analysis, Tax, Financial Modeling, Cost Segregation, Accounting, Asset Managment, Mergers, Appraisals, Financial Reporting, Strategic Planning, Investments, Corporate Tax, Tax Credits, Asset Management, CPA, Auditing, Strategic Financial..., Private Equity, Mergers & Acquisitions, Internal Controls, Tax Accounting, Management Consulting, Tax Research, Business Valuation
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
Masters, Real Estate
Vanderbilt University 1992 — 1996
MS, Mathematics and Business Administration
Ben Hendricks Ben Hendricks's CBIZ Experience 2006 - 2009
Job Recent Graduate
Industry Sports
Experience
CBIZ 2006 - 2009
Skills
Strategic Planning, Microsoft Office, Customer Service, Insurance, Health Insurance, Employee Benefits
Education
University of Missouri-Kansas City 2009 — 2012
Bachelor's degree, Secondary Education and Teaching
University of Kansas 2000 — 2002
CBIZ 2006 - 2009
Skills
Strategic Planning, Microsoft Office, Customer Service, Insurance, Health Insurance, Employee Benefits
Education
University of Missouri-Kansas City 2009 — 2012
Bachelor's degree, Secondary Education and Teaching
University of Kansas 2000 — 2002
Kim Elsberry CPA, MBA Kim Elsberry CPA, MBA's CBIZ Experience 2012 - 2013
Job General Manager Primary Health Network at Cerner Corporation
Industry Health, Wellness and Fitness
Experience
Cerner Corporation June 2014 - Present
Washington University in St. Louis April 2013 - December 2014
CBIZ 2012 - 2013
Precision Benefits, Inc. / Cohn Consulting 2002 - April 2012
Sprint 2000 - 2002
KPMG Advisory January 1995 - January 2000
Skills
Business Strategy, Wellness, Increase Productivity, Financial Analysis, Helping Clients Succeed, Health Insurance, Strategic Financial..., Organizational..., Marketing, Program Management, Project Management, Business Development, Operations Management, Relationship Management, Strategic Planning, Strategy Implementation, Cross-functional..., Team Leadership, Business Transformation, Finance, Accounting, Cost Reduction/Avoidance, Internal Controls, Business Process..., Contract Negotiation, Consulting, Professional Services, Organizational..., Analytics, Sales, Change Management, Cross-functional..., Strategic Partnerships, International Business, HIPAA, Affordable Care Act, Budgets, Analysis
Education
Washington University in St. Louis 2013 — 2014
Master of Business Administration (M.B.A.), Olin Business School
Southern Illinois University, Edwardsville 1991 — 1995
BSA, Accountancy
Cerner Corporation June 2014 - Present
Washington University in St. Louis April 2013 - December 2014
CBIZ 2012 - 2013
Precision Benefits, Inc. / Cohn Consulting 2002 - April 2012
Sprint 2000 - 2002
KPMG Advisory January 1995 - January 2000
Skills
Business Strategy, Wellness, Increase Productivity, Financial Analysis, Helping Clients Succeed, Health Insurance, Strategic Financial..., Organizational..., Marketing, Program Management, Project Management, Business Development, Operations Management, Relationship Management, Strategic Planning, Strategy Implementation, Cross-functional..., Team Leadership, Business Transformation, Finance, Accounting, Cost Reduction/Avoidance, Internal Controls, Business Process..., Contract Negotiation, Consulting, Professional Services, Organizational..., Analytics, Sales, Change Management, Cross-functional..., Strategic Partnerships, International Business, HIPAA, Affordable Care Act, Budgets, Analysis
Education
Washington University in St. Louis 2013 — 2014
Master of Business Administration (M.B.A.), Olin Business School
Southern Illinois University, Edwardsville 1991 — 1995
BSA, Accountancy
Eileen Pabon's CBIZ Experience September 2015 - Present
Job Senior Consultant at CBIZ
Industry Insurance
Experience
CBIZ September 2015 - Present
Alliant Insurance Services October 2012 - September 2015
USI Insurance Services July 2011 - October 2012
Gallagher Benefit Services, Inc. June 2006 - July 2011
Herbert L. Jamison & Co. LLC February 2005 - June 2006
Entrust Benefit Solutions August 2003 - February 2005
Hugh Wood Inc. 2000 - 2003
Prudential Healthcare 1997 - 2000
Unemployment Cost Control 1989 - 1990
Skills
Employee Benefits, Insurance, Health Insurance, Benefits, Customer Service, Employee Benefits,..., Client Services,..., Sales, Open Enrollment, Flexible Spending..., Cafeteria Plans, Section 125 Plans, High Deductible Health..., Voluntary Employee..., Benefit Communication, Online Enrollment, ADP HRB, ADP E-Time, Leave of Absence..., SPDs, Benefit Plan..., Plan Compliance, Form 5500, Form 5500 preparation, Appeals, Girl Scout Leader, Benefits Administration, Group Medical, Brokers, Disability Insurance, Health Savings Accounts, Term Life Insurance, Underwriting, 401k, Self-funded, Property & Casualty..., COBRA, Group Insurance, Health Care Reform, Insurance Brokerage, Employee Wellness..., ERISA, Accident, Long-term Care, Professional Liability, Commercial Insurance, Medicare, HMO, PPO, Reinsurance
Education
College of Insurance 2000 — 2001
Professional Licensing:, Life, Health, Property & Casualty
St. Peter's College 1982 — 1986
Bayonne High School
CBIZ September 2015 - Present
Alliant Insurance Services October 2012 - September 2015
USI Insurance Services July 2011 - October 2012
Gallagher Benefit Services, Inc. June 2006 - July 2011
Herbert L. Jamison & Co. LLC February 2005 - June 2006
Entrust Benefit Solutions August 2003 - February 2005
Hugh Wood Inc. 2000 - 2003
Prudential Healthcare 1997 - 2000
Unemployment Cost Control 1989 - 1990
Skills
Employee Benefits, Insurance, Health Insurance, Benefits, Customer Service, Employee Benefits,..., Client Services,..., Sales, Open Enrollment, Flexible Spending..., Cafeteria Plans, Section 125 Plans, High Deductible Health..., Voluntary Employee..., Benefit Communication, Online Enrollment, ADP HRB, ADP E-Time, Leave of Absence..., SPDs, Benefit Plan..., Plan Compliance, Form 5500, Form 5500 preparation, Appeals, Girl Scout Leader, Benefits Administration, Group Medical, Brokers, Disability Insurance, Health Savings Accounts, Term Life Insurance, Underwriting, 401k, Self-funded, Property & Casualty..., COBRA, Group Insurance, Health Care Reform, Insurance Brokerage, Employee Wellness..., ERISA, Accident, Long-term Care, Professional Liability, Commercial Insurance, Medicare, HMO, PPO, Reinsurance
Education
College of Insurance 2000 — 2001
Professional Licensing:, Life, Health, Property & Casualty
St. Peter's College 1982 — 1986
Bayonne High School
John Adzema, QPA, QKA, TGPC, AIF® John Adzema, QPA, QKA, TGPC, AIF®'s CBIZ Experience June 2014 - Present
Job Regional Sales Director, Midwest at CBIZ
Industry Financial Services
Experience
CBIZ June 2014 - Present
Tegrit Group May 2012 - May 2014
Summit Retirement Plan Services, Inc. January 2010 - April 2012
Summit Retirement Plan Services, Inc. September 2008 - December 2009
Summit Retirement Plan Services, Inc. August 2005 - August 2008
Charles Schwab January 1995 - January 2005
Famous Enterprises May 1990 - January 1995
KPMG July 1988 - May 1990
Skills
New Business Development, ERISA, Employee Benefits, 401k, Pensions, Plan Design, Executive Compensation, Executive Pay, Retirement Planning, Retirement, Business Planning, Retirement Plan..., Investments, Mutual Funds, Financial Services, Defined Benefit, Finance, Management, Financial Planning, Financial Analysis, Sales
Education
The University of Akron 1983 — 1988
B.S., Accounting
Solon High School 1979 — 1983
College Prep
CBIZ June 2014 - Present
Tegrit Group May 2012 - May 2014
Summit Retirement Plan Services, Inc. January 2010 - April 2012
Summit Retirement Plan Services, Inc. September 2008 - December 2009
Summit Retirement Plan Services, Inc. August 2005 - August 2008
Charles Schwab January 1995 - January 2005
Famous Enterprises May 1990 - January 1995
KPMG July 1988 - May 1990
Skills
New Business Development, ERISA, Employee Benefits, 401k, Pensions, Plan Design, Executive Compensation, Executive Pay, Retirement Planning, Retirement, Business Planning, Retirement Plan..., Investments, Mutual Funds, Financial Services, Defined Benefit, Finance, Management, Financial Planning, Financial Analysis, Sales
Education
The University of Akron 1983 — 1988
B.S., Accounting
Solon High School 1979 — 1983
College Prep
Rob Kotler, AIF® Rob Kotler, AIF®'s CBIZ Experience January 2002 - October 2002
Job Retirement Plan Consultant at RCM&D
Industry Financial Services
Experience
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
RCM&D February 2014 - Present
National Association Executives Forum August 2014 - Present
ADP November 2012 - August 2013
Mutual of America June 2012 - November 2012
Hillman Capital Management, Inc. March 2007 - June 2012
BB&T Investment Services May 2006 - February 2007
Morgan Stanley May 2003 - April 2006
CBIZ January 2002 - October 2002
T. Rowe Price June 2000 - January 2002
Education
St. Mary's College of Maryland
Bachelors, Political Science, Economics, Political Analysis
Diana Dezort, CPA Diana Dezort, CPA's CBIZ Experience 1999 - 2007
Job Director at Burds & Kuntz, P.C.
Industry Accounting
Experience
Burds & Kuntz, P.C. November 2007 - Present
CBIZ 1999 - 2007
Weiss, Yess & Co. 1995 - 1999
Arthur Anderson 1985 - 1993
Skills
Tax Consultant &..., Tax, Corporate Tax, Income Tax, Account Reconciliation, Tax Preparation, GAAP, Tax Accounting, Partnership Taxation, Accounting, Financial Reporting, Cost Accounting, Financial Accounting, CPA, Internal Audit, Auditing, Property Tax, Forensic Accounting, QuickBooks, Internal Controls, Tax Returns, Consolidation, General Ledger, Accounts Receivable, Cash Flow, Due Diligence, Tax Research, Financial Analysis
Education
Southern Illinois University, Edwardsville 1981 — 1985
BS- Accountancy, Accounting
Burds & Kuntz, P.C. November 2007 - Present
CBIZ 1999 - 2007
Weiss, Yess & Co. 1995 - 1999
Arthur Anderson 1985 - 1993
Skills
Tax Consultant &..., Tax, Corporate Tax, Income Tax, Account Reconciliation, Tax Preparation, GAAP, Tax Accounting, Partnership Taxation, Accounting, Financial Reporting, Cost Accounting, Financial Accounting, CPA, Internal Audit, Auditing, Property Tax, Forensic Accounting, QuickBooks, Internal Controls, Tax Returns, Consolidation, General Ledger, Accounts Receivable, Cash Flow, Due Diligence, Tax Research, Financial Analysis
Education
Southern Illinois University, Edwardsville 1981 — 1985
BS- Accountancy, Accounting
Steven Esposito's CBIZ Experience February 2010 - February 2014
Job Client Relationship Director (CRD) at iCIMS
Industry Management Consulting
Experience
iCIMS February 2014 - Present
CBIZ February 2010 - February 2014
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Life Insurance, Health Care Reform, Disability Insurance, Benefits Administration, COBRA, CRM, Group Benefit Plans, Open Enrollment, Account Management, Retirement Planning, 401k, Managed Care, Brokers, ERISA, Underwriting, Long-term Care, Term Life Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Defined Contribution, Benefits Design, Defined Benefit, Dental Insurance, Vision Insurance, Flexible Spending..., Insurance Consulting, Applicant Tracking..., Cross Selling, Up-selling, SaaS, Salesforce.com, Customer Retention, Onboarding, Recruiting, Talent Acquisition, Inside Sales
Education
The College of New Jersey 2005 — 2009
Bachelor of Science (B.S.), Finance, General
St. Rose High School 2001 — 2005
High School Diploma
iCIMS February 2014 - Present
CBIZ February 2010 - February 2014
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Life Insurance, Health Care Reform, Disability Insurance, Benefits Administration, COBRA, CRM, Group Benefit Plans, Open Enrollment, Account Management, Retirement Planning, 401k, Managed Care, Brokers, ERISA, Underwriting, Long-term Care, Term Life Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Defined Contribution, Benefits Design, Defined Benefit, Dental Insurance, Vision Insurance, Flexible Spending..., Insurance Consulting, Applicant Tracking..., Cross Selling, Up-selling, SaaS, Salesforce.com, Customer Retention, Onboarding, Recruiting, Talent Acquisition, Inside Sales
Education
The College of New Jersey 2005 — 2009
Bachelor of Science (B.S.), Finance, General
St. Rose High School 2001 — 2005
High School Diploma
Scott Morey's CBIZ Experience 2010 - 2011
Job Professional Employer Consultant, MA, Oasis Outsourcing
Industry Information Technology and Services
Experience
Oasis Outsourcing 2015 - 2015
Insured Solutions, Inc. 2012 - 2014
Independent PEO Broker 2011 - 2013
CBIZ 2010 - 2011
Paychex Corporation 2007 - 2010
Abtech Systems 2006 - 2007
RBVHS January 2001 - January 2006
ffmastermind January 1999 - January 2002
Abtech Systems January 1997 - January 1999
Enterprise Rent-A-Car January 1994 - January 1997
Skills
Sales, Sales Management, Sales Process, Sales Presentation..., Education, Higher Education, Information Technology, Teaching, Technical Writing, Writing, HR Consulting, Strategic Consulting, Strategic Partnerships, Negotiation, Closing Deals, Time & Attendance, Payroll Services, Cold Calling, Channel Sales, New Business Development
Education
California State University
Bachelor of Arts, Political Science
Rancho Buena Vista, HS 1989
Rancho Buena Vista, HS 1989
The National University
Masters, Education
Oasis Outsourcing 2015 - 2015
Insured Solutions, Inc. 2012 - 2014
Independent PEO Broker 2011 - 2013
CBIZ 2010 - 2011
Paychex Corporation 2007 - 2010
Abtech Systems 2006 - 2007
RBVHS January 2001 - January 2006
ffmastermind January 1999 - January 2002
Abtech Systems January 1997 - January 1999
Enterprise Rent-A-Car January 1994 - January 1997
Skills
Sales, Sales Management, Sales Process, Sales Presentation..., Education, Higher Education, Information Technology, Teaching, Technical Writing, Writing, HR Consulting, Strategic Consulting, Strategic Partnerships, Negotiation, Closing Deals, Time & Attendance, Payroll Services, Cold Calling, Channel Sales, New Business Development
Education
California State University
Bachelor of Arts, Political Science
Rancho Buena Vista, HS 1989
Rancho Buena Vista, HS 1989
The National University
Masters, Education
Linda Baker's CBIZ Experience 1999 - 2000
Job Realtor at Alain Pinel Realtors
Industry Real Estate
Experience
Alain Pinel Realtors March 2003 - Present
Silicon Valley Biz Ink March 2001 - March 2003
San Jose Business Journal January 1989 - November 2000
CBIZ 1999 - 2000
Pacific Western Bank 1983 - December 1988
Comerica Bank 1983 - 1988
Skills
Negotiation, Home Staging, Marketing, Real Estate, Sellers, First Time Home Buyers, Short Sales, Relocation, Single Family Homes, Investment Properties, Foreclosures, Condos, Referrals, Buyer Representation, Real Estate Transactions, Townhomes, Investors, Residential Homes, Selling, SFR, Move Up Buyers, Listings, New Homes, Real Estate License, New Home Sales, Relocation Buyers, Property Management, Buyers, Income Properties, 1031 Exchanges, Property, Real Property, Seller Representation, e-PRO, Seniors, Luxury, Vacation Homes, Waterfront, ABR, Resellers, Corporate Relocation, Real Estate Marketing, Custom Homes, Home, Homeowners, Sales, Strategic Planning, Business Strategy
Education
CDPE 2009 — 2009
Certificate
San Jose Leadership 1996 — 1997
Certificate
San Jose State University 1981 — 1983
West Valley College 1979 — 1981
AA
Gunderson HS 1976 — 1979
Alain Pinel Realtors March 2003 - Present
Silicon Valley Biz Ink March 2001 - March 2003
San Jose Business Journal January 1989 - November 2000
CBIZ 1999 - 2000
Pacific Western Bank 1983 - December 1988
Comerica Bank 1983 - 1988
Skills
Negotiation, Home Staging, Marketing, Real Estate, Sellers, First Time Home Buyers, Short Sales, Relocation, Single Family Homes, Investment Properties, Foreclosures, Condos, Referrals, Buyer Representation, Real Estate Transactions, Townhomes, Investors, Residential Homes, Selling, SFR, Move Up Buyers, Listings, New Homes, Real Estate License, New Home Sales, Relocation Buyers, Property Management, Buyers, Income Properties, 1031 Exchanges, Property, Real Property, Seller Representation, e-PRO, Seniors, Luxury, Vacation Homes, Waterfront, ABR, Resellers, Corporate Relocation, Real Estate Marketing, Custom Homes, Home, Homeowners, Sales, Strategic Planning, Business Strategy
Education
CDPE 2009 — 2009
Certificate
San Jose Leadership 1996 — 1997
Certificate
San Jose State University 1981 — 1983
West Valley College 1979 — 1981
AA
Gunderson HS 1976 — 1979
Becky Royal's CBIZ Experience October 2004 - Present
Job Senior Consultant Employee Health and Welfare Benefit Plans
Industry Insurance
Experience
CBIZ October 2004 - Present
HDR Benefit Advisors July 1999 - October 2004
CIGNA Healthcare November 1989 - June 1999
Skills
Employee Benefits, Benefits Strategy, Self-Funded Plans, Consumerism, Wellness Programs, Underwriting, Benefits Plan Design, ERISA, HRAs, Health Savings Accounts, Pharmacy Benefits, Strategic Planning, Stop Loss, Welfare Plans, Group Benefits, Group Medical, Flexible Spending..., Employee Education, Benefits Communication, Disability Insurance, Term Life Insurance, Cafeteria Plans, Supplemental Insurance, HRA, Benefits Administration, COBRA, Brokers, Insurance, Employee Wellness, Managed Care
Education
The George Washington University - School of Business 1988 — 1991
MBA
University of Maryland College Park 1982 — 1986
BS, Marketing
walter johnson
CBIZ October 2004 - Present
HDR Benefit Advisors July 1999 - October 2004
CIGNA Healthcare November 1989 - June 1999
Skills
Employee Benefits, Benefits Strategy, Self-Funded Plans, Consumerism, Wellness Programs, Underwriting, Benefits Plan Design, ERISA, HRAs, Health Savings Accounts, Pharmacy Benefits, Strategic Planning, Stop Loss, Welfare Plans, Group Benefits, Group Medical, Flexible Spending..., Employee Education, Benefits Communication, Disability Insurance, Term Life Insurance, Cafeteria Plans, Supplemental Insurance, HRA, Benefits Administration, COBRA, Brokers, Insurance, Employee Wellness, Managed Care
Education
The George Washington University - School of Business 1988 — 1991
MBA
University of Maryland College Park 1982 — 1986
BS, Marketing
walter johnson
Cody Bray, CPA's CBIZ Experience February 2011 - June 2011
Job Senior Tax Associate at PwC
Industry Accounting
Experience
SAIC August 2015 - Present
PwC July 2014 - July 2015
PwC January 2012 - July 2014
PwC June 2011 - August 2011
CBIZ February 2011 - June 2011
San Diego State University March 2010 - February 2011
Skills
US GAAP, Accounting, Tax, GAAP, Tax Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Income Tax
Education
San Diego State University 2007 — 2011
Bachelor of Science, Business Administration, Accounting
San Diego State University-California State University 2007 — 2011
Masters of Accountancy, Taxation
SAIC August 2015 - Present
PwC July 2014 - July 2015
PwC January 2012 - July 2014
PwC June 2011 - August 2011
CBIZ February 2011 - June 2011
San Diego State University March 2010 - February 2011
Skills
US GAAP, Accounting, Tax, GAAP, Tax Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Income Tax
Education
San Diego State University 2007 — 2011
Bachelor of Science, Business Administration, Accounting
San Diego State University-California State University 2007 — 2011
Masters of Accountancy, Taxation
Chris Kenny, SPHR Chris Kenny, SPHR's CBIZ Experience March 1997 - December 2005
Job Director, Human Resources at Sharp Clinical Services
Industry Human Resources
Experience
Sharp Clinical Services January 2013 - Present
The O'Connor Group (contract position with Comcast Cable) October 2011 - February 2012
Rubin, Fortunato & Harbison P.C. December 2005 - June 2010
CBIZ March 1997 - December 2005
Cental Bar & Grille May 1992 - October 1996
Skills
Employee Relations, Compensation, Performance Management, Internal Communications, Onboarding, Corporate Recruiting, ADP Payroll, Employee Benefits, Talent Management
Education
Temple University 1984 — 1988
BA, Psychology
Sharp Clinical Services January 2013 - Present
The O'Connor Group (contract position with Comcast Cable) October 2011 - February 2012
Rubin, Fortunato & Harbison P.C. December 2005 - June 2010
CBIZ March 1997 - December 2005
Cental Bar & Grille May 1992 - October 1996
Skills
Employee Relations, Compensation, Performance Management, Internal Communications, Onboarding, Corporate Recruiting, ADP Payroll, Employee Benefits, Talent Management
Education
Temple University 1984 — 1988
BA, Psychology
Sterling Price, MA Sterling Price, MA's CBIZ Experience September 2011 - December 2012
Job Principal OD & Talent Management at OD Performance Partners, LLC.
Industry Human Resources
Experience
OD Performance Partners December 2012 - Present
CBIZ September 2011 - December 2012
The Performance Partners January 2010 - September 2011
Magellan Health Services May 2008 - January 2010
Correctional Medical Services May 1998 - May 2008
Performance Partners November 1995 - May 1998
Skills
Performance Management, Talent Management, Employee Relations, Succession Planning, Human Resources, HR Consulting, Personnel Management, Recruiting, Leadership Development, Change Management, Coaching, Employee Benefits, Organizational..., Deferred Compensation, Executive Coaching, Training, Strategy, Strategic Planning, Process Improvement, Leadership, Labor Relations, Negotiation, Team Building, Business Development, Onboarding, Executive Search, Organizational..., Culture Change, Employee Engagement, Management Consulting, Management, Performance Improvement, HR Policies, HRIS, Talent Acquisition, Applicant Tracking..., Organizational Design, Compensation & Benefit, Benefits Administration, Workforce Planning, Interviews, Conflict Resolution, Employment Law, HR Transformation, College Recruiting, Career Development, New Hire Orientations, Employee Training, Human Capital, Executive Pay
Education
Southern Illinois University, Edwardsville
MA, Organizational Psychology
Webster University
OD Performance Partners December 2012 - Present
CBIZ September 2011 - December 2012
The Performance Partners January 2010 - September 2011
Magellan Health Services May 2008 - January 2010
Correctional Medical Services May 1998 - May 2008
Performance Partners November 1995 - May 1998
Skills
Performance Management, Talent Management, Employee Relations, Succession Planning, Human Resources, HR Consulting, Personnel Management, Recruiting, Leadership Development, Change Management, Coaching, Employee Benefits, Organizational..., Deferred Compensation, Executive Coaching, Training, Strategy, Strategic Planning, Process Improvement, Leadership, Labor Relations, Negotiation, Team Building, Business Development, Onboarding, Executive Search, Organizational..., Culture Change, Employee Engagement, Management Consulting, Management, Performance Improvement, HR Policies, HRIS, Talent Acquisition, Applicant Tracking..., Organizational Design, Compensation & Benefit, Benefits Administration, Workforce Planning, Interviews, Conflict Resolution, Employment Law, HR Transformation, College Recruiting, Career Development, New Hire Orientations, Employee Training, Human Capital, Executive Pay
Education
Southern Illinois University, Edwardsville
MA, Organizational Psychology
Webster University
Dorothy McLin Dorothy McLin's CBIZ Experience 2001 - 2007
Job CPA and Tax Advisor
Industry Accounting
Experience
Dorothy McLin, CPA 2009 - Present
MGO Mensch & Associates January 2011 - May 2014
BDO Seidman, LLP 2008 - 2009
CBIZ 2001 - 2007
Andersen, LLP 1999 - 2001
Skills
Accounting, Tax, CPA, Income Tax, Small Business, Tax Preparation, Tax Advisory, Mergers & Acquisitions, Corporate Tax, Business Tax Planning, Tax Research, Partnership Taxation, LLC, International Tax, Financial Planners, Tax Accounting, GAAP, General Ledger, Tax Law, Estate Planning, QuickBooks, SEC filings, SEC Filings, Financial Planning
Education
San Diego State University-California State University
Masters of Science in Taxation, San Diego State University, Accounting-Taxation
San Diego State University-California State University
Bachelor of Arts, Mathematics
Dorothy McLin, CPA 2009 - Present
MGO Mensch & Associates January 2011 - May 2014
BDO Seidman, LLP 2008 - 2009
CBIZ 2001 - 2007
Andersen, LLP 1999 - 2001
Skills
Accounting, Tax, CPA, Income Tax, Small Business, Tax Preparation, Tax Advisory, Mergers & Acquisitions, Corporate Tax, Business Tax Planning, Tax Research, Partnership Taxation, LLC, International Tax, Financial Planners, Tax Accounting, GAAP, General Ledger, Tax Law, Estate Planning, QuickBooks, SEC filings, SEC Filings, Financial Planning
Education
San Diego State University-California State University
Masters of Science in Taxation, San Diego State University, Accounting-Taxation
San Diego State University-California State University
Bachelor of Arts, Mathematics
Lisa Genaro Lisa Genaro's CBIZ Experience August 1998 - May 2000
Job ERP Business Analyst / Project Manager at Metasystems, Inc.
Industry Information Services
Experience
Metasystems, Inc. September 2015 - Present
Root Candles April 2006 - September 2015
SSP Fittings Corp. May 2000 - October 2004
CBIZ August 1998 - May 2000
North American Benefits June 1995 - August 1998
Skills
Retail, Team Building, Product Development, Social Media, Wholesale, Account Management, Management, Strategic Planning, Merchandising, Trade Shows, Microsoft Office, Sales, Customer Service, Team Leadership, Leadership
Education
The University of Akron 2012 — 2016
Information Technology, Computer and Information Sciences and Support Services, 3.8
Youngstown State University 1981 — 1983
Associate's degree, Computer and Information Sciences and Support Services, 3.5
Kennedy Christian High School 1978 — 1981
High School Diploma, Business/Office Automation/Technology/Data Entry, 3.8
Metasystems, Inc. September 2015 - Present
Root Candles April 2006 - September 2015
SSP Fittings Corp. May 2000 - October 2004
CBIZ August 1998 - May 2000
North American Benefits June 1995 - August 1998
Skills
Retail, Team Building, Product Development, Social Media, Wholesale, Account Management, Management, Strategic Planning, Merchandising, Trade Shows, Microsoft Office, Sales, Customer Service, Team Leadership, Leadership
Education
The University of Akron 2012 — 2016
Information Technology, Computer and Information Sciences and Support Services, 3.8
Youngstown State University 1981 — 1983
Associate's degree, Computer and Information Sciences and Support Services, 3.5
Kennedy Christian High School 1978 — 1981
High School Diploma, Business/Office Automation/Technology/Data Entry, 3.8
Doug Spickard, CPC, QPA, QKA Doug Spickard, CPC, QPA, QKA's CBIZ Experience June 2014 - Present
Job Compliance Specialist at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ June 2014 - Present
Tegrit Group May 2001 - May 2014
EMJ September 1995 - April 2001
Ferriot, Inc. August 1994 - September 1995
Castle Metals June 1988 - August 1994
Skills
Certified Pension..., Qualified Pension..., Qualified 401(k)..., Retirement, 401k, Pensions, Employee Benefits
Education
The University of Akron 1996 — 1998
Certificate, Computer Science
The University of Akron 1983 — 1988
Bachelor of Science (BS), Mechanical Engineering Related Technologies/Technicians
CBIZ June 2014 - Present
Tegrit Group May 2001 - May 2014
EMJ September 1995 - April 2001
Ferriot, Inc. August 1994 - September 1995
Castle Metals June 1988 - August 1994
Skills
Certified Pension..., Qualified Pension..., Qualified 401(k)..., Retirement, 401k, Pensions, Employee Benefits
Education
The University of Akron 1996 — 1998
Certificate, Computer Science
The University of Akron 1983 — 1988
Bachelor of Science (BS), Mechanical Engineering Related Technologies/Technicians
Michaelaine Lee, AAI Michaelaine Lee, AAI's CBIZ Experience March 2014 - May 2014
Job Senior Underwriting Executive
Industry Insurance
Experience
PMA Companies October 2014 - Present
Snellings Walters Insurance Agency May 2014 - September 2014
CBIZ March 2014 - May 2014
NSM Insurance Group January 2013 - February 2014
Jamaica August 2009 - August 2012
First Horizon Insurance Agency December 2005 - August 2009
Liberty Mutual Insurance February 2000 - December 2005
Skills
Insurance, Underwriting, Property & Casualty..., Microsoft Word, Legal Liability, Customer Service, Social Networking, Workers Compensation, Public Speaking, Disability Insurance, Commercial Insurance, Microsoft Excel, Hospitality Management, Hospitality, Casualty, Team Building, Microsoft Office, Health Insurance, Marketing, Marketing Strategy, Event Management, Front Office, Hotels, Liability, Social Media, Strategic Planning, Revenue Analysis
Education
The College of New Rochelle 1988 — 1992
B.A., History, Chemistry
St. Andrew High School For Girls 1983 — 1988
High School
PMA Companies October 2014 - Present
Snellings Walters Insurance Agency May 2014 - September 2014
CBIZ March 2014 - May 2014
NSM Insurance Group January 2013 - February 2014
Jamaica August 2009 - August 2012
First Horizon Insurance Agency December 2005 - August 2009
Liberty Mutual Insurance February 2000 - December 2005
Skills
Insurance, Underwriting, Property & Casualty..., Microsoft Word, Legal Liability, Customer Service, Social Networking, Workers Compensation, Public Speaking, Disability Insurance, Commercial Insurance, Microsoft Excel, Hospitality Management, Hospitality, Casualty, Team Building, Microsoft Office, Health Insurance, Marketing, Marketing Strategy, Event Management, Front Office, Hotels, Liability, Social Media, Strategic Planning, Revenue Analysis
Education
The College of New Rochelle 1988 — 1992
B.A., History, Chemistry
St. Andrew High School For Girls 1983 — 1988
High School
Tracy Franklin's CBIZ Experience May 2006 - October 2008
Job Senior Benefits Administrator at The Doe Run Company
Industry Mining & Metals
Experience
The Doe Run Company September 2012 - Present
RubinBrown LLP December 2008 - September 2012
CBIZ May 2006 - October 2008
CBIZ MHM, LLC May 2002 - May 2006
Skills
Accounting, Employee Benefits, Accounts Payable, Benefits Administration, Internal Controls, Employee Relations, Financial Accounting
Education
Southern Illinois University, Carbondale 1996 — 2002
BS/MA, Accountancy
The Doe Run Company September 2012 - Present
RubinBrown LLP December 2008 - September 2012
CBIZ May 2006 - October 2008
CBIZ MHM, LLC May 2002 - May 2006
Skills
Accounting, Employee Benefits, Accounts Payable, Benefits Administration, Internal Controls, Employee Relations, Financial Accounting
Education
Southern Illinois University, Carbondale 1996 — 2002
BS/MA, Accountancy
Daniel McKinnon Daniel McKinnon's CBIZ Experience November 1998 - December 2002
Job Owner, Tech Ambulance
Industry Information Technology and Services
Experience
Tech Ambulance January 2003 - Present
Century Business Services November 1998 - December 2002
CBIZ November 1998 - December 2002
Skills
Microsoft Certified..., Microsoft Small..., Wavelink Certified, Mac, Network Security, Microsoft Exchange 2010, Small Business Server..., Symbol Wireless, Microsoft Technologies, Edgewave Spam Filtering, Microsoft Exchange, Technical Support, Information Technology, Software Installation, Network Administration, Troubleshooting, Networking, Firewalls, Windows 7, Management, Disaster Recovery, Consulting, Leadership, Account Management, Strategic Planning
Education
Saint Mary's University of Minnesota
Technology
Mounds View High School 1984 — 1988
Tech Ambulance January 2003 - Present
Century Business Services November 1998 - December 2002
CBIZ November 1998 - December 2002
Skills
Microsoft Certified..., Microsoft Small..., Wavelink Certified, Mac, Network Security, Microsoft Exchange 2010, Small Business Server..., Symbol Wireless, Microsoft Technologies, Edgewave Spam Filtering, Microsoft Exchange, Technical Support, Information Technology, Software Installation, Network Administration, Troubleshooting, Networking, Firewalls, Windows 7, Management, Disaster Recovery, Consulting, Leadership, Account Management, Strategic Planning
Education
Saint Mary's University of Minnesota
Technology
Mounds View High School 1984 — 1988
Larry McCulla Larry McCulla's CBIZ Experience 1997 - December 2010
Job Senior Wealth Advisor at Mariner Wealth Advisors, LLC
Industry Investment Management
Experience
Mariner Wealth Advisors, LLC January 2011 - Present
Mariner Wealth Advisors 2011 - Present
CBIZ Wealth Mgmt January 1997 - December 2010
CBIZ-Mayer Hoffman McCann P.C. 1997 - December 2010
CBIZ MHM 1997 - December 2010
CBIZ 1997 - December 2010
Mayer Hoffman Mc Cann P.C 1997 - December 2010
Nation Smith Hermes Diamond, Accountants and Consultants May 1997 - February 2005
Skills
Wealth Management, Strategic Financial..., Wealth, Certified Financial..., Financial Advisory, Retirement Planning, Estate Planning, Asset Allocation, Financial Analysis, Alternative Investments, 401k, Small Business
Education
San Diego State University-California State University 1979 — 1980
University of California, Davis 1972 — 1976
Economics
Mariner Wealth Advisors, LLC January 2011 - Present
Mariner Wealth Advisors 2011 - Present
CBIZ Wealth Mgmt January 1997 - December 2010
CBIZ-Mayer Hoffman McCann P.C. 1997 - December 2010
CBIZ MHM 1997 - December 2010
CBIZ 1997 - December 2010
Mayer Hoffman Mc Cann P.C 1997 - December 2010
Nation Smith Hermes Diamond, Accountants and Consultants May 1997 - February 2005
Skills
Wealth Management, Strategic Financial..., Wealth, Certified Financial..., Financial Advisory, Retirement Planning, Estate Planning, Asset Allocation, Financial Analysis, Alternative Investments, 401k, Small Business
Education
San Diego State University-California State University 1979 — 1980
University of California, Davis 1972 — 1976
Economics
John Leifer John Leifer's CBIZ Experience May 2004 - December 2010
Job Author and Strategic Consultant to the Healthcare Industry
Industry Hospital & Health Care
Experience
The Leifer Group November 2012 - Present
Saint Luke's Health System January 2011 - November 2012
CBIZ May 2004 - December 2010
University of Kansas August 1993 - May 2005
The Leifer Group 1982 - 2004
Skills
Healthcare, Leadership Development, Strategic Planning, Public Speaking, Organizational..., Executive Coaching, Non-profits, Psychology, Organizational..., Coaching, Career Counseling, Program Development, Public Relations, Nonprofits, Management, Policy, Healthcare Consulting, Healthcare Management, Healthcare Information..., Strategy, Leadership, Marketing Strategy, Hospitals, Business Strategy, Healthcare Industry, Consulting, Marketing, Executive Management, Performance Improvement, Team Building, Project Planning, Training, Change Management, Process Improvement, Physicians, Data Analysis, Fundraising, Revenue Cycle, Program Management, EHR, Managed Care, Physician Relations, Medicare, Health Policy, HIPAA, EMR, Employee Benefits, Health Insurance, Informatics, Practice Management
Education
University of Pennsylvania 2008 — 2009
Master's degree
University of Kansas
B.G.S.
The Leifer Group November 2012 - Present
Saint Luke's Health System January 2011 - November 2012
CBIZ May 2004 - December 2010
University of Kansas August 1993 - May 2005
The Leifer Group 1982 - 2004
Skills
Healthcare, Leadership Development, Strategic Planning, Public Speaking, Organizational..., Executive Coaching, Non-profits, Psychology, Organizational..., Coaching, Career Counseling, Program Development, Public Relations, Nonprofits, Management, Policy, Healthcare Consulting, Healthcare Management, Healthcare Information..., Strategy, Leadership, Marketing Strategy, Hospitals, Business Strategy, Healthcare Industry, Consulting, Marketing, Executive Management, Performance Improvement, Team Building, Project Planning, Training, Change Management, Process Improvement, Physicians, Data Analysis, Fundraising, Revenue Cycle, Program Management, EHR, Managed Care, Physician Relations, Medicare, Health Policy, HIPAA, EMR, Employee Benefits, Health Insurance, Informatics, Practice Management
Education
University of Pennsylvania 2008 — 2009
Master's degree
University of Kansas
B.G.S.
Bianca Cuniglio Bianca Cuniglio's CBIZ Experience January 2009 - Present
Job Manager at CBIZ
Industry Financial Services
Experience
CBIZ January 2009 - Present
Hainesport School Board of Education August 2009 - October 2011
CASA for Children of Burlington County January 2010 - December 2010
Johnson & Johnson June 2007 - May 2008
Towers Perrin 2008 - 2008
Penn Capital Management 2008 - 2008
Skills
Financial Reporting, Forecasting, Valuation, Business Valuation
Education
The College of New Jersey 2005 — 2008
BS, Business Administration - Finance
CBIZ January 2009 - Present
Hainesport School Board of Education August 2009 - October 2011
CASA for Children of Burlington County January 2010 - December 2010
Johnson & Johnson June 2007 - May 2008
Towers Perrin 2008 - 2008
Penn Capital Management 2008 - 2008
Skills
Financial Reporting, Forecasting, Valuation, Business Valuation
Education
The College of New Jersey 2005 — 2008
BS, Business Administration - Finance
Teela Piscitelli's CBIZ Experience October 2013 - November 2014
Job Business Development for RestorationHQ
Industry Marketing and Advertising
Experience
RestorationHQ May 2015 - Present
CBIZ October 2013 - November 2014
CoAdvantage March 2013 - October 2013
ADP March 2012 - March 2013
Wells Fargo September 2007 - March 2012
Skills
Employee Benefits, Human Resources, Sales, Leadership, ADP Payroll, Management, Business Development, Strategic Planning, Benefits Administration, Selling, Outsourcing, Workers Compensation, Sales Operations, Marketing Strategy, Time Management, Performance Management, Payroll, Networking, PEO, Talent Management, Consulting, HR Consulting, Payroll Services, Time & Attendance, Payroll Taxes, Cold Calling, Sales Management, HR Policies, Marketing Communications, Multi-state Payroll..., 401k, Internal Communications, Certified Payroll, Job Costing, Accounts Payable, Prevailing Wage, Large Account Sales, Time and Attendance, GLI interface, Business Systems..., Restoration, Commercial Insurance, Industrial Safety, New Business Development
Education
Texas State Technical College Harlingen 2001 — 2005
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
RestorationHQ May 2015 - Present
CBIZ October 2013 - November 2014
CoAdvantage March 2013 - October 2013
ADP March 2012 - March 2013
Wells Fargo September 2007 - March 2012
Skills
Employee Benefits, Human Resources, Sales, Leadership, ADP Payroll, Management, Business Development, Strategic Planning, Benefits Administration, Selling, Outsourcing, Workers Compensation, Sales Operations, Marketing Strategy, Time Management, Performance Management, Payroll, Networking, PEO, Talent Management, Consulting, HR Consulting, Payroll Services, Time & Attendance, Payroll Taxes, Cold Calling, Sales Management, HR Policies, Marketing Communications, Multi-state Payroll..., 401k, Internal Communications, Certified Payroll, Job Costing, Accounts Payable, Prevailing Wage, Large Account Sales, Time and Attendance, GLI interface, Business Systems..., Restoration, Commercial Insurance, Industrial Safety, New Business Development
Education
Texas State Technical College Harlingen 2001 — 2005
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Ryan Pittinger, MBA, QKA, TGPC Ryan Pittinger, MBA, QKA, TGPC's CBIZ Experience April 2013 - May 2015
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
CBIZ April 2013 - May 2015
Charles Schwab April 2004 - April 2013
Skills
Management, Customer Satisfaction, Accounting, Business Process, Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Process Improvement, Time Management, Team Building, Financial Analysis, Employee Benefits, Analysis, Retirement Plan..., Retirement Planning, Leadership, 401k, Retirement, Investments, Financial Services, Mutual Funds
Education
The University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1999 — 2004
Accounting, Business
Jackson High School 1996 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Transamerica Retirement Solutions May 2015 - Present
CBIZ April 2013 - May 2015
Charles Schwab April 2004 - April 2013
Skills
Management, Customer Satisfaction, Accounting, Business Process, Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Process Improvement, Time Management, Team Building, Financial Analysis, Employee Benefits, Analysis, Retirement Plan..., Retirement Planning, Leadership, 401k, Retirement, Investments, Financial Services, Mutual Funds
Education
The University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1999 — 2004
Accounting, Business
Jackson High School 1996 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Estee Horn's CBIZ Experience 1999 - 2001
Job Arner & Horn Certified Public Accountants
Industry Accounting
Experience
Arner & Horn, Certified Public Accountants December 2005 - Present
Garth Horn Construction, Inc. April 1999 - Present
Robert Half International 2002 - 2003
Loudcloud 2000 - 2002
CBIZ 1999 - 2001
Ernst & Young 1998 - 1999
Skills
SEC filings, Auditing, Accounting, CPA, Tax, Financial Analysis, GAAP, Financial Reporting, Revenue Recognition, QuickBooks, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Peachtree, Financial Statements, Internal Controls, Tax Preparation, US GAAP
Education
San Jose State University 1996 — 1998
BS, Finance & Accounting
Leigh 1989 — 1993
Bachelor's degree, Business Administration, Accounting
Arner & Horn, Certified Public Accountants December 2005 - Present
Garth Horn Construction, Inc. April 1999 - Present
Robert Half International 2002 - 2003
Loudcloud 2000 - 2002
CBIZ 1999 - 2001
Ernst & Young 1998 - 1999
Skills
SEC filings, Auditing, Accounting, CPA, Tax, Financial Analysis, GAAP, Financial Reporting, Revenue Recognition, QuickBooks, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Peachtree, Financial Statements, Internal Controls, Tax Preparation, US GAAP
Education
San Jose State University 1996 — 1998
BS, Finance & Accounting
Leigh 1989 — 1993
Bachelor's degree, Business Administration, Accounting
Frieda Projansky's CBIZ Experience June 2011 - August 2011
Job Customer Experience Consulting Intern at West Monroe Partners
Industry Information Technology and Services
Experience
West Monroe Partners May 2015 - Present
Baked Magazine September 2012 - Present
WERW Campus Radio September 2013 - Present
Contracted by Megabus.com March 2014 - May 2015
True Value Company June 2014 - August 2014
Hill Communications August 2013 - December 2013
Steve and Kate's Camp June 2013 - August 2013
JCC June 2012 - August 2012
CBIZ June 2011 - August 2011
Harry Caray's Restaurant Group June 2010 - August 2010
Skills
Creative Writing, Social Media, Newsletters, Leadership, Blogging, Microsoft Office, Public Speaking, Public Relations, General Office Skills, Magazines, Time Management, Photoshop, InDesign, Press Releases, Publishing, Microsoft Excel, Illustrator, Final Cut Pro, Brand Awareness, HTML, CSS, JavaScript, SQL, Microsoft SQL Server, Visio
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Public Relations, Information Management and Technology
Whitney Young Magnet High School 2008 — 2012
West Monroe Partners May 2015 - Present
Baked Magazine September 2012 - Present
WERW Campus Radio September 2013 - Present
Contracted by Megabus.com March 2014 - May 2015
True Value Company June 2014 - August 2014
Hill Communications August 2013 - December 2013
Steve and Kate's Camp June 2013 - August 2013
JCC June 2012 - August 2012
CBIZ June 2011 - August 2011
Harry Caray's Restaurant Group June 2010 - August 2010
Skills
Creative Writing, Social Media, Newsletters, Leadership, Blogging, Microsoft Office, Public Speaking, Public Relations, General Office Skills, Magazines, Time Management, Photoshop, InDesign, Press Releases, Publishing, Microsoft Excel, Illustrator, Final Cut Pro, Brand Awareness, HTML, CSS, JavaScript, SQL, Microsoft SQL Server, Visio
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Public Relations, Information Management and Technology
Whitney Young Magnet High School 2008 — 2012
David Ritschel David Ritschel's CBIZ Experience September 2014 - Present
Job Actuarial Analyst at CBIZ
Industry Human Resources
Experience
CBIZ September 2014 - Present
Towers Watson October 2012 - July 2014
Findley Davies, Inc. December 2009 - October 2012
Skills
ERISA, Employee Benefits, Actuarial Science, Defined Benefit, Pension Administration, Actuarial Consulting, Pension Funds, Retirement, Benefits Administration, Pensions, Valuation
Education
The Ohio State University 2006 — 2009
BS, Actuarial Science
CBIZ September 2014 - Present
Towers Watson October 2012 - July 2014
Findley Davies, Inc. December 2009 - October 2012
Skills
ERISA, Employee Benefits, Actuarial Science, Defined Benefit, Pension Administration, Actuarial Consulting, Pension Funds, Retirement, Benefits Administration, Pensions, Valuation
Education
The Ohio State University 2006 — 2009
BS, Actuarial Science
Brandon McAfee's CBIZ Experience February 2010 - October 2010
Job Marketing Manager at Raffa, PC
Industry Accounting
Experience
Raffa, PC September 2013 - Present
Venable LLP October 2010 - September 2013
CBIZ February 2010 - October 2010
Clifton Gunderson LLP July 2008 - February 2010
All Risks, Ltd January 2005 - July 2008
Skills
Business Development, Marketing Communications, Project Management, Marketing Strategy, Proposal Writing, Graphic Design, Research, Event Planning, Brand Management, Digital Marketing, Salesforce.com, Web Design, Web Analytics, CRM, SEO, CMS, Social Media Marketing
Education
The Ohio State University 2000 — 2004
Bachelor, Interactive Communications
Computer Career Institute at Johns Hopkins University 2008 — 2009
Masters Certificate, Multimedia Graphic and Web Design
Raffa, PC September 2013 - Present
Venable LLP October 2010 - September 2013
CBIZ February 2010 - October 2010
Clifton Gunderson LLP July 2008 - February 2010
All Risks, Ltd January 2005 - July 2008
Skills
Business Development, Marketing Communications, Project Management, Marketing Strategy, Proposal Writing, Graphic Design, Research, Event Planning, Brand Management, Digital Marketing, Salesforce.com, Web Design, Web Analytics, CRM, SEO, CMS, Social Media Marketing
Education
The Ohio State University 2000 — 2004
Bachelor, Interactive Communications
Computer Career Institute at Johns Hopkins University 2008 — 2009
Masters Certificate, Multimedia Graphic and Web Design
Philip Cantwell, CPA Philip Cantwell, CPA's CBIZ Experience August 2014 - Present
Job Senior Forensic and Financial Services Associate at CBIZ
Industry Accounting
Experience
CBIZ August 2014 - Present
CBIZ October 2012 - August 2014
Marcum LLP July 2011 - September 2012
Marcum LLP July 2010 - July 2011
Becker Professional Education May 2010 - May 2011
Huntington Learning Center October 2008 - December 2009
CLARION MEDICAL LLC February 2008 - August 2008
Lou Beverage July 2005 - January 2008
Skills
Forensic Accounting, CPA, Accounting, Analysis, Data Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Auditing, Tax Preparation, Tax Accounting, GAAP
Education
Temple University 2009 — 2011
BBA, Accounting
University of Maryland College Park 2004 — 2007
Criminology
Shanahan 2001 — 2004
CBIZ August 2014 - Present
CBIZ October 2012 - August 2014
Marcum LLP July 2011 - September 2012
Marcum LLP July 2010 - July 2011
Becker Professional Education May 2010 - May 2011
Huntington Learning Center October 2008 - December 2009
CLARION MEDICAL LLC February 2008 - August 2008
Lou Beverage July 2005 - January 2008
Skills
Forensic Accounting, CPA, Accounting, Analysis, Data Analysis, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Auditing, Tax Preparation, Tax Accounting, GAAP
Education
Temple University 2009 — 2011
BBA, Accounting
University of Maryland College Park 2004 — 2007
Criminology
Shanahan 2001 — 2004
Omar Becerra, CPA (inactive) Omar Becerra, CPA (inactive)'s CBIZ Experience January 2013 - January 2014
Job Accounting, auditing and financial reporting professional with multiple years of experience
Industry Accounting
Experience
AB & B Plumbing Company (family business) February 2014 - Present
CBIZ January 2013 - January 2014
Cricket Wireless (formerly Cricket Communications, Inc.) April 2012 - December 2012
REVA Medical, Inc. June 2010 - September 2010
Leidos (formerly SAIC) May 2008 - June 2010
Ernst & Young LLP May 2003 - May 2008
Ernst & Young LLP June 2002 - August 2002
Skills
Sarbanes-Oxley Act, GAAP, Auditing, Financial Reporting, Accounting, Financial Audits, Big 4, External Audit, FASB, Consolidation, Cash Flow, Variance Analysis, Internal Controls, General Ledger, Account Reconciliation, Balance, Accounts Payable, Fixed Assets, Accruals, Microsoft Office, PowerPoint, Outlook, Compliance, Windows, CPA, Internal Audit, SEC reporting, Technical Accounting, Excel, Word, IPO, Skilled Multi-tasker, Time Management, Process Improvement, Bookkeeping, Memos, Research, Financial Statement..., Financial Analysis, Revenue Recognition, Budgets, Accounts Receivable, Management, Management Accounting, SEC Filings, Financial Accounting, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters
University of San Diego 2001 — 2003
Bachelors
San Diego Mesa College
2014 - 2015 - Continuing Education
AB & B Plumbing Company (family business) February 2014 - Present
CBIZ January 2013 - January 2014
Cricket Wireless (formerly Cricket Communications, Inc.) April 2012 - December 2012
REVA Medical, Inc. June 2010 - September 2010
Leidos (formerly SAIC) May 2008 - June 2010
Ernst & Young LLP May 2003 - May 2008
Ernst & Young LLP June 2002 - August 2002
Skills
Sarbanes-Oxley Act, GAAP, Auditing, Financial Reporting, Accounting, Financial Audits, Big 4, External Audit, FASB, Consolidation, Cash Flow, Variance Analysis, Internal Controls, General Ledger, Account Reconciliation, Balance, Accounts Payable, Fixed Assets, Accruals, Microsoft Office, PowerPoint, Outlook, Compliance, Windows, CPA, Internal Audit, SEC reporting, Technical Accounting, Excel, Word, IPO, Skilled Multi-tasker, Time Management, Process Improvement, Bookkeeping, Memos, Research, Financial Statement..., Financial Analysis, Revenue Recognition, Budgets, Accounts Receivable, Management, Management Accounting, SEC Filings, Financial Accounting, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters
University of San Diego 2001 — 2003
Bachelors
San Diego Mesa College
2014 - 2015 - Continuing Education
Caleb Lundberg, CPA's CBIZ Experience January 2012 - April 2012
Job Supervising Audit Senior at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2012 - Present
CBIZ January 2012 - April 2012
University of Kansas April 2011 - December 2011
Best Buy June 2009 - September 2011
Husqvarna Construction Products May 2008 - August 2008
CornerStone Bank May 2008 - August 2008
Husqvarna December 2006 - January 2008
Skills
Auditing, Spreadsheets, Time Management, Microsoft Excel, Accounting, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Financial Reporting, Outlook, PowerPoint, Financial Accounting, Forecasting, Budgets, Inventory Management, Finance, Sales, Tax, Leadership, Management
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accountancy, Accounting
The University of Kansas 2009 — 2011
BSB Accounting, Accounting, Finance, Business Law
University of Kansas 2007 — 2011
Bachelor of Science, Accounting
CBIZ MHM, LLC September 2012 - Present
CBIZ January 2012 - April 2012
University of Kansas April 2011 - December 2011
Best Buy June 2009 - September 2011
Husqvarna Construction Products May 2008 - August 2008
CornerStone Bank May 2008 - August 2008
Husqvarna December 2006 - January 2008
Skills
Auditing, Spreadsheets, Time Management, Microsoft Excel, Accounting, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Financial Reporting, Outlook, PowerPoint, Financial Accounting, Forecasting, Budgets, Inventory Management, Finance, Sales, Tax, Leadership, Management
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accountancy, Accounting
The University of Kansas 2009 — 2011
BSB Accounting, Accounting, Finance, Business Law
University of Kansas 2007 — 2011
Bachelor of Science, Accounting
Jarod Simpson Jarod Simpson's CBIZ Experience December 2014 - March 2015
Job IT Auditor III at PA Department of the Auditor General
Industry Information Technology and Services
Experience
PA Department of the Auditor General May 2015 - Present
CBIZ December 2014 - March 2015
PA Department of the Auditor General July 2014 - December 2014
GameStop November 2005 - November 2014
PA Department of the Auditor General April 2008 - July 2014
PA Department of the Auditor General April 2007 - April 2008
Highmark Blue Shield August 2006 - April 2007
Skills
Customer Service, Analysis, Sales, Social Media, Windows, Technical Support, Business Analysis, Team Building, SQL, Process Improvement, Public Relations, Policy, Blogging, Databases, Access, Inventory Management, Information Technology, Dreamweaver, Time Management, Software Documentation, Visio, Data Analysis, Management, Human Resources, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Training, Leadership, Social Networking, Auditing, Strategic Planning, Microsoft Excel, Networking
Education
Susquehanna University 2001 — 2005
BA, Information Systems
PA Department of the Auditor General May 2015 - Present
CBIZ December 2014 - March 2015
PA Department of the Auditor General July 2014 - December 2014
GameStop November 2005 - November 2014
PA Department of the Auditor General April 2008 - July 2014
PA Department of the Auditor General April 2007 - April 2008
Highmark Blue Shield August 2006 - April 2007
Skills
Customer Service, Analysis, Sales, Social Media, Windows, Technical Support, Business Analysis, Team Building, SQL, Process Improvement, Public Relations, Policy, Blogging, Databases, Access, Inventory Management, Information Technology, Dreamweaver, Time Management, Software Documentation, Visio, Data Analysis, Management, Human Resources, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Training, Leadership, Social Networking, Auditing, Strategic Planning, Microsoft Excel, Networking
Education
Susquehanna University 2001 — 2005
BA, Information Systems
Shontae Turner's CBIZ Experience October 2004 - September 2008
Job Financial Services Associate
Industry Defense & Space
Experience
DESS July 2015 - Present
Sentient Medical Systems February 2014 - July 2015
Sentient Medical Systems September 2008 - February 2014
CBIZ October 2004 - September 2008
Skills
Data Entry, Medical Billing, HIPAA, Family Medicine, Internal Medicine, Medical Terminology, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Healthcare, CPT, ICD-9, Hospitals, Revenue Cycle, Medicare, Medical Coding, Credentialing, Medicaid, Medical Records, Provider Relations, Invoicing, PPO, Insurance, HCPCS, Healthcare Information..., Accounts Receivable, Health Insurance, IDX, ICD-9-CM, Medical Compliance, Surgery, HMO, Accounts Payable, Outlook, Medicaid Managed Care, Healthcare Management, EMR, EHR, Training, Healthcare Industry, Software Documentation, Analysis, Strategic Planning, Microsoft Excel, Process Improvement, Epic Systems, Physician Relations, Physicians, Medicine
Education
University of Phoenix 2013 — 2016
Healthcare, Associate of Arts/Concentration in Health Care Administration, Current GPA 3.0
Coding Academy of America 2014 — 2014
Certificate of Completion of 104 Hours Attended, CPC Exam Preparation Pending Exam 12/13/14
Maryland Coding & Training 2012 — 2012
Certificate of Completion, CPC Exam Preparation Class
The Community College of Baltimore County 2009 — 2011
N/A, Business Administration and Management, General
Milford Mill Academy 1992 — 1996
High School Diploma, Business Administration and Management, General
DESS July 2015 - Present
Sentient Medical Systems February 2014 - July 2015
Sentient Medical Systems September 2008 - February 2014
CBIZ October 2004 - September 2008
Skills
Data Entry, Medical Billing, HIPAA, Family Medicine, Internal Medicine, Medical Terminology, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Healthcare, CPT, ICD-9, Hospitals, Revenue Cycle, Medicare, Medical Coding, Credentialing, Medicaid, Medical Records, Provider Relations, Invoicing, PPO, Insurance, HCPCS, Healthcare Information..., Accounts Receivable, Health Insurance, IDX, ICD-9-CM, Medical Compliance, Surgery, HMO, Accounts Payable, Outlook, Medicaid Managed Care, Healthcare Management, EMR, EHR, Training, Healthcare Industry, Software Documentation, Analysis, Strategic Planning, Microsoft Excel, Process Improvement, Epic Systems, Physician Relations, Physicians, Medicine
Education
University of Phoenix 2013 — 2016
Healthcare, Associate of Arts/Concentration in Health Care Administration, Current GPA 3.0
Coding Academy of America 2014 — 2014
Certificate of Completion of 104 Hours Attended, CPC Exam Preparation Pending Exam 12/13/14
Maryland Coding & Training 2012 — 2012
Certificate of Completion, CPC Exam Preparation Class
The Community College of Baltimore County 2009 — 2011
N/A, Business Administration and Management, General
Milford Mill Academy 1992 — 1996
High School Diploma, Business Administration and Management, General
Abby Carter, M.S. Abby Carter, M.S.'s CBIZ Experience September 2014 - Present
Job Wellbeing and Wellness Coordinator at CBIZ
Industry Alternative Medicine
Experience
CBIZ September 2014 - Present
City Gym KC August 2011 - Present
ABC Fitness March 2011 - Present
EnduraCamps May 2013 - December 2014
24 Hour Fitness August 2004 - 2012
Sprint Nextel July 2011 - December 2011
24 Hour Fitness April 2010 - February 2011
American Specialty Health September 2008 - March 2010
Skills
Yoga, Wellness Coaching, Fitness, Nutritional Counseling, Wellness, Pilates, Personal Training, Fitness Training, Lifestyle Coaching, Meditation, Nutrition, Holistic Health, Stress Management, Weight, Coaching, Weight Training, Lifestyle, Strength Training, Health Education, Functional Training, Sports Nutrition, Weight Management, Wellbeing, Corporations, Mindfulness, Nutrition Education, Health Promotion, Employee Wellness, Budgets, Wellness Education, Wellness Programming, Project Management, Behavior Change
Education
Saybrook Graduate School and Research Center 2011 — 2014
MS, Mind-Body Medicine
University of Kansas 2004 — 2008
BGS, Communication Studies
CBIZ September 2014 - Present
City Gym KC August 2011 - Present
ABC Fitness March 2011 - Present
EnduraCamps May 2013 - December 2014
24 Hour Fitness August 2004 - 2012
Sprint Nextel July 2011 - December 2011
24 Hour Fitness April 2010 - February 2011
American Specialty Health September 2008 - March 2010
Skills
Yoga, Wellness Coaching, Fitness, Nutritional Counseling, Wellness, Pilates, Personal Training, Fitness Training, Lifestyle Coaching, Meditation, Nutrition, Holistic Health, Stress Management, Weight, Coaching, Weight Training, Lifestyle, Strength Training, Health Education, Functional Training, Sports Nutrition, Weight Management, Wellbeing, Corporations, Mindfulness, Nutrition Education, Health Promotion, Employee Wellness, Budgets, Wellness Education, Wellness Programming, Project Management, Behavior Change
Education
Saybrook Graduate School and Research Center 2011 — 2014
MS, Mind-Body Medicine
University of Kansas 2004 — 2008
BGS, Communication Studies
Mark Mattera Mark Mattera's CBIZ Experience August 2013 - Present
Job Account Manager at CBIZ Insurance Services, Inc.
Industry Insurance
Experience
CBIZ August 2013 - Present
21st Century Insurance Company May 2011 - August 2013
Safe Harbor Shelter of Greater West Chester, PA September 2009 - May 2011
Roehrs & Company, Inc. February 2005 - September 2009
B. G. Balmer & Company February 2003 - February 2005
Troast-Singley Insurance Agency, LLC 1992 - 2003
Skills
Insurance, Property & Casualty..., Customer Service, General Insurance, Microsoft Excel, Training, Casualty, Call Centers, Commercial Lines, Claim, D&O, New Business Development, Liability, Legal Liability, Commercial Insurance, Umbrella Insurance, Inland Marine, Professional Liability
Education
Temple University
Bachelors, Psychology
CBIZ August 2013 - Present
21st Century Insurance Company May 2011 - August 2013
Safe Harbor Shelter of Greater West Chester, PA September 2009 - May 2011
Roehrs & Company, Inc. February 2005 - September 2009
B. G. Balmer & Company February 2003 - February 2005
Troast-Singley Insurance Agency, LLC 1992 - 2003
Skills
Insurance, Property & Casualty..., Customer Service, General Insurance, Microsoft Excel, Training, Casualty, Call Centers, Commercial Lines, Claim, D&O, New Business Development, Liability, Legal Liability, Commercial Insurance, Umbrella Insurance, Inland Marine, Professional Liability
Education
Temple University
Bachelors, Psychology
Elizabeth Gall Elizabeth Gall's CBIZ Experience June 2012 - Present
Job Accounts Payable Manager at CBIZ
Industry Accounting
Experience
CBIZ June 2012 - Present
Flight Options September 2000 - May 2012
The Mazel Company May 1992 - September 2000
Skills
Accounts Payable, Financial Reporting, Accounting, Strategic Planning, Program Management, Auditing, Forecasting, Airlines, Process Improvement, Customer Service
Education
The University of Akron 1987 — 1991
Bachelor of Arts, History/Political Science
Warren Western Reserve High School 1984 — 1987
CBIZ June 2012 - Present
Flight Options September 2000 - May 2012
The Mazel Company May 1992 - September 2000
Skills
Accounts Payable, Financial Reporting, Accounting, Strategic Planning, Program Management, Auditing, Forecasting, Airlines, Process Improvement, Customer Service
Education
The University of Akron 1987 — 1991
Bachelor of Arts, History/Political Science
Warren Western Reserve High School 1984 — 1987
Jamie Falcon Jamie Falcon's CBIZ Experience July 2013 - June 2015
Job Client Reporting Analyst, Business Intelligence at Quantum Health
Industry Insurance
Experience
Quantum Health June 2015 - Present
CBIZ July 2013 - June 2015
CBIZ October 2012 - July 2013
Medical Mutual of Ohio May 2010 - September 2012
American Marketing Association- Columbus Chapter November 2008 - June 2010
Medical Mutual of Ohio May 2009 - May 2010
Medical Mutual of Ohio May 2007 - May 2009
Brighter Minds May 2005 - May 2006
Skills
Data Analysis, Market Research, Marketing, Strategic Planning, Program Management, Coaching, Leadership, Marketing Strategy, Business Strategy, Management, Business Analysis, Process Improvement, Analysis, Social Media Marketing, Sales, Time Management, Microsoft Excel, Competitive Analysis, Strategy, Account Management, CRM
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Marketing and Strategy
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor, Business Administration and Marketing
Quantum Health June 2015 - Present
CBIZ July 2013 - June 2015
CBIZ October 2012 - July 2013
Medical Mutual of Ohio May 2010 - September 2012
American Marketing Association- Columbus Chapter November 2008 - June 2010
Medical Mutual of Ohio May 2009 - May 2010
Medical Mutual of Ohio May 2007 - May 2009
Brighter Minds May 2005 - May 2006
Skills
Data Analysis, Market Research, Marketing, Strategic Planning, Program Management, Coaching, Leadership, Marketing Strategy, Business Strategy, Management, Business Analysis, Process Improvement, Analysis, Social Media Marketing, Sales, Time Management, Microsoft Excel, Competitive Analysis, Strategy, Account Management, CRM
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Marketing and Strategy
The Ohio State University Fisher College of Business 2002 — 2006
Bachelor, Business Administration and Marketing
Tyler Becka Tyler Becka's CBIZ Experience August 2013 - Present
Job Finance Intern at CBIZ
Industry Management Consulting
Experience
CBIZ August 2013 - Present
State Chemical May 2010 - December 2012
Skills
Microsoft Word, Customer Service, Leadership, Social Media, Management, Teamwork, Public Speaking, PowerPoint, Time Management, Microsoft Excel
Education
Brecksville-Broadview Heights High School 2008 — 2011
High School Diploma
The University of Akron
Studying Finance at The University of Akron, Banking, Corporate, Finance, and Securities Law
CBIZ August 2013 - Present
State Chemical May 2010 - December 2012
Skills
Microsoft Word, Customer Service, Leadership, Social Media, Management, Teamwork, Public Speaking, PowerPoint, Time Management, Microsoft Excel
Education
Brecksville-Broadview Heights High School 2008 — 2011
High School Diploma
The University of Akron
Studying Finance at The University of Akron, Banking, Corporate, Finance, and Securities Law
Matt Terrill's CBIZ Experience June 2006 - July 2009
Job CPA & Senior Finance Associate
Industry Venture Capital & Private Equity
Experience
Bain Capital July 2014 - Present
CBIZ Tofias August 2013 - July 2014
CBIZ Tofias August 2009 - July 2013
CBIZ June 2006 - July 2009
Skills
Non-profits, Financial Institutions, Audit, Accounting, Investments, Financial Reporting, Auditing, GAAP, Nonprofits, CPA, Financial Accounting, Internal Controls, Managerial Finance, US GAAP
Education
University of Kansas - Graduate School of Business 2006 — 2007
Master's, Accounting
The University of Kansas 2002 — 2006
BS, Accounting
Bain Capital July 2014 - Present
CBIZ Tofias August 2013 - July 2014
CBIZ Tofias August 2009 - July 2013
CBIZ June 2006 - July 2009
Skills
Non-profits, Financial Institutions, Audit, Accounting, Investments, Financial Reporting, Auditing, GAAP, Nonprofits, CPA, Financial Accounting, Internal Controls, Managerial Finance, US GAAP
Education
University of Kansas - Graduate School of Business 2006 — 2007
Master's, Accounting
The University of Kansas 2002 — 2006
BS, Accounting
Francis Slack Francis G-Mail Francis Slack Francis G-Mail's CBIZ Experience March 1997 - Present
Job
Industry Computer & Network Security
Experience
CBIZ March 1997 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Midland College, Texas Tech University 1992 — 1994
BS, Computer Systems Networking and Telecommunications
Texas Tech University
BS, Computer and Information Sciences and Support Services
CBIZ March 1997 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Midland College, Texas Tech University 1992 — 1994
BS, Computer Systems Networking and Telecommunications
Texas Tech University
BS, Computer and Information Sciences and Support Services
Arianna Cobian Arianna Cobian's CBIZ Experience January 2012 - May 2014
Job at
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. June 2014 - July 2015
CBIZ January 2012 - May 2014
CBIZ June 2011 - December 2011
TD April 2008 - August 2010
Skills
Business Valuation, Valuation Modeling, Purchase Price..., Equity Valuation, Microsoft Excel, Impairment Testing, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Access, Accounting, Capital IQ, Bloomberg, Monte Carlo Simulation
Education
The College of New Jersey 2009 — 2011
Bachelor of Science (B.S.), Finance
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. June 2014 - July 2015
CBIZ January 2012 - May 2014
CBIZ June 2011 - December 2011
TD April 2008 - August 2010
Skills
Business Valuation, Valuation Modeling, Purchase Price..., Equity Valuation, Microsoft Excel, Impairment Testing, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Access, Accounting, Capital IQ, Bloomberg, Monte Carlo Simulation
Education
The College of New Jersey 2009 — 2011
Bachelor of Science (B.S.), Finance
Donna Genora's CBIZ Experience December 1997 - November 2000
Job Tax Director at MDU Resources Group, Inc.
Industry Utilities
Experience
MDU Resources Group, Inc. March 2015 - Present
SOAProjects January 2012 - February 2015
Omnicell, Inc. 2008 - 2011
Ernst & Young 2007 - 2008
EricThomas 2004 - 2007
PricewaterhouseCoopers 2000 - 2004
CBIZ December 1997 - November 2000
KPMG 1995 - 1998
Skills
Big 4, Tax Accounting, Income Tax, FAS 123R, Corporate Tax, Tax Compliance, OneSource, SAP, SEC reporting, Entity Selection, M&A due diligence, Taxware, Executive Compensation, Accounting, Executive Pay, Tax, Due Diligence, SEC filings, Tax Research, FAS109, Sarbanes-Oxley Act, Revenue Recognition, FAS 5, US GAAP, Tax Advisory, Consolidation, CPA, FIN 48, Auditing, Internal Controls, Transfer Pricing, Financial Reporting, GAAP, Tax Returns, Property Tax, International Tax, Sarbanes-Oxley
Education
San Jose State University 1993 — 1995
BS
MDU Resources Group, Inc. March 2015 - Present
SOAProjects January 2012 - February 2015
Omnicell, Inc. 2008 - 2011
Ernst & Young 2007 - 2008
EricThomas 2004 - 2007
PricewaterhouseCoopers 2000 - 2004
CBIZ December 1997 - November 2000
KPMG 1995 - 1998
Skills
Big 4, Tax Accounting, Income Tax, FAS 123R, Corporate Tax, Tax Compliance, OneSource, SAP, SEC reporting, Entity Selection, M&A due diligence, Taxware, Executive Compensation, Accounting, Executive Pay, Tax, Due Diligence, SEC filings, Tax Research, FAS109, Sarbanes-Oxley Act, Revenue Recognition, FAS 5, US GAAP, Tax Advisory, Consolidation, CPA, FIN 48, Auditing, Internal Controls, Transfer Pricing, Financial Reporting, GAAP, Tax Returns, Property Tax, International Tax, Sarbanes-Oxley
Education
San Jose State University 1993 — 1995
BS
Matthew Ennis Matthew Ennis's CBIZ Experience January 2008 - June 2008
Job Equity Trader at Mount Lucas Management
Industry Investment Management
Experience
Mount Lucas Management January 2010 - Present
Mount Lucas Management June 2008 - December 2009
CBIZ January 2008 - June 2008
Skills
Equity Trading, Hedge Funds, Bloomberg, Portfolio Management, Financial Markets, Futures Trading, Alternative Investments, Credit Trading
Education
The College of New Jersey 2004 — 2008
Bachelor of Science (BS), Finance
Mount Lucas Management January 2010 - Present
Mount Lucas Management June 2008 - December 2009
CBIZ January 2008 - June 2008
Skills
Equity Trading, Hedge Funds, Bloomberg, Portfolio Management, Financial Markets, Futures Trading, Alternative Investments, Credit Trading
Education
The College of New Jersey 2004 — 2008
Bachelor of Science (BS), Finance
Becky McCombs Becky McCombs's CBIZ Experience January 2004 - May 2012
Job Account Manager at Moreton & Company
Industry Management Consulting
Experience
Moreton & Company August 2012 - Present
CBIZ January 2004 - May 2012
Ultradent Products, Inc January 1995 - January 2004
Ultradent Products Inc January 1994 - January 1995
EFI Electronics January 1986 - January 1990
Skills
Employee Benefits, COBRA, HRIS, Benefits Administration, Open Enrollment, Defined Benefit, Deferred Compensation, FMLA, ERISA, Employee Relations, Benefits Design, Onboarding, Performance Management, Executive Pay, Payroll, Human Resources, Health Insurance, Recruiting, Disability Insurance, Insurance, Account Management, Management, Customer Service
Education
Salt Lake Community College 1992 — 1994
Business Management
Moreton & Company August 2012 - Present
CBIZ January 2004 - May 2012
Ultradent Products, Inc January 1995 - January 2004
Ultradent Products Inc January 1994 - January 1995
EFI Electronics January 1986 - January 1990
Skills
Employee Benefits, COBRA, HRIS, Benefits Administration, Open Enrollment, Defined Benefit, Deferred Compensation, FMLA, ERISA, Employee Relations, Benefits Design, Onboarding, Performance Management, Executive Pay, Payroll, Human Resources, Health Insurance, Recruiting, Disability Insurance, Insurance, Account Management, Management, Customer Service
Education
Salt Lake Community College 1992 — 1994
Business Management
Brayton Rider Brayton Rider's CBIZ Experience 2003 - 2004
Job Senior Architect at Centric Consulting
Industry Computer Software
Experience
Centric Consulting February 2014 - Present
Centric Consulting January 2011 - February 2014
SecureState January 2010 - December 2010
Relational Systems June 2007 - December 2009
Safeguard Properties 2007 - 2007
National City Bank 2007 - 2007
Brulant 2006 - 2007
Heinen's 2006 - 2007
Progressive Insurance 2004 - 2006
CBIZ 2003 - 2004
Skills
.NET, Microsoft SQL Server, SharePoint, Enterprise Architecture, C#, ASP.NET, Databases, Software Design, XML, Business Intelligence, Visual Studio, Database Design, SQL, Enterprise Software, Database Administration, VB.NET, Web Development, Software Development, Entity Framework, Application Architecture, ASP.NET MVC, TFS, T-SQL, WCF, jQuery, Windows, Architecture, Web Services, SOA, Object Oriented Design, Design Patterns, Data Warehousing, HTML, iOS development, Agile Methodologies, Architectures, Database Development, ASP.NET AJAX, Application Development, SQL Server 2000-2008, Data Modeling, SQL Server, SaaS, Portal Technologies, Custom Software..., Agile, E-commerce Consulting, ORM, K2, AngularJS
Education
The University of Akron 1990 — 1994
B.S., Computer Science
Centric Consulting February 2014 - Present
Centric Consulting January 2011 - February 2014
SecureState January 2010 - December 2010
Relational Systems June 2007 - December 2009
Safeguard Properties 2007 - 2007
National City Bank 2007 - 2007
Brulant 2006 - 2007
Heinen's 2006 - 2007
Progressive Insurance 2004 - 2006
CBIZ 2003 - 2004
Skills
.NET, Microsoft SQL Server, SharePoint, Enterprise Architecture, C#, ASP.NET, Databases, Software Design, XML, Business Intelligence, Visual Studio, Database Design, SQL, Enterprise Software, Database Administration, VB.NET, Web Development, Software Development, Entity Framework, Application Architecture, ASP.NET MVC, TFS, T-SQL, WCF, jQuery, Windows, Architecture, Web Services, SOA, Object Oriented Design, Design Patterns, Data Warehousing, HTML, iOS development, Agile Methodologies, Architectures, Database Development, ASP.NET AJAX, Application Development, SQL Server 2000-2008, Data Modeling, SQL Server, SaaS, Portal Technologies, Custom Software..., Agile, E-commerce Consulting, ORM, K2, AngularJS
Education
The University of Akron 1990 — 1994
B.S., Computer Science
Nico Lindsey Nico Lindsey's CBIZ Experience July 2013 - Present
Job Software Developer at Embrace Pet Insurance
Industry Computer Software
Experience
Embrace Pet Insurance April 2015 - Present
CBIZ July 2013 - Present
InfoCision Management Corporation August 2011 - July 2013
Norton City School District October 2010 - June 2011
The University of Akron July 2008 - February 2010
Skills
C#, VB.NET, SQL, Microsoft SQL Server, SSRS, HTML, .NET, WCF, T-SQL, Web Applications, IIS, Databases, SharePoint, SSIS, XML, Access, Windows Server, ASP.NET, JavaScript, jQuery, Visual Basic
Education
The University of Akron 2007 — 2010
Master of Science, Secondary Math Education
University of Toledo 1999 — 2004
BBA, Information Systems
Embrace Pet Insurance April 2015 - Present
CBIZ July 2013 - Present
InfoCision Management Corporation August 2011 - July 2013
Norton City School District October 2010 - June 2011
The University of Akron July 2008 - February 2010
Skills
C#, VB.NET, SQL, Microsoft SQL Server, SSRS, HTML, .NET, WCF, T-SQL, Web Applications, IIS, Databases, SharePoint, SSIS, XML, Access, Windows Server, ASP.NET, JavaScript, jQuery, Visual Basic
Education
The University of Akron 2007 — 2010
Master of Science, Secondary Math Education
University of Toledo 1999 — 2004
BBA, Information Systems
Taylor Burns's CBIZ Experience July 2012 - January 2014
Job Valuation and Transaction Services
Industry Financial Services
Experience
Altegra Health January 2014 - Present
CBIZ July 2012 - January 2014
VMG Health June 2010 - July 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Private Equity, Business Valuation, Mergers, Investments, Financial Reporting, Finance
Education
Texas A&M University - Mays Business School 2006 — 2010
BBA, Finance
Altegra Health January 2014 - Present
CBIZ July 2012 - January 2014
VMG Health June 2010 - July 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Private Equity, Business Valuation, Mergers, Investments, Financial Reporting, Finance
Education
Texas A&M University - Mays Business School 2006 — 2010
BBA, Finance
Amy Hoppenrath's CBIZ Experience April 2000 - August 2005
Job Amy Hoppenrath specializes in Professional Services Marketing
Industry Marketing and Advertising
Experience
MarksNelson LLC July 2013 - Present
AccelerAction LLC September 2009 - July 2012
AH Marketing LLC August 2006 - August 2009
Trozzolo Communications Group August 2005 - August 2006
CBIZ April 2000 - August 2005
Skills
Public Relations, B2B, Mergers, Communications Planning, Professional Services..., Market Planning, Marketing Communications, Strategic Planning, B2B Marketing, Marketing Strategy, Integrated Marketing, LinkedIn, SEO, Mergers & Acquisitions, Direct Marketing, Advertising, Media Relations, Social Media, Copywriting, Brand Development, Newsletters, Strategic Communications, Services Marketing, Marketing, Social Media Marketing, Direct Mail, CRM, Online Marketing, Social Networking, Business Development, Creative Direction, Strategy, Trade Shows, Email Marketing, Lead Generation, Corporate Branding, Sales, Training, Interactive Marketing, Online Advertising, Brand Management, Mobile Marketing
Education
Action Plan Marketing Certification Program 2007 — 2007
Sandler Sales Training 2001 — 2001
The University of Kansas 1979 — 1982
Journalism
Pittsburg High School 1976 — 1979
Watchung Hills Regional High School 1975 — 1976
MarksNelson LLC July 2013 - Present
AccelerAction LLC September 2009 - July 2012
AH Marketing LLC August 2006 - August 2009
Trozzolo Communications Group August 2005 - August 2006
CBIZ April 2000 - August 2005
Skills
Public Relations, B2B, Mergers, Communications Planning, Professional Services..., Market Planning, Marketing Communications, Strategic Planning, B2B Marketing, Marketing Strategy, Integrated Marketing, LinkedIn, SEO, Mergers & Acquisitions, Direct Marketing, Advertising, Media Relations, Social Media, Copywriting, Brand Development, Newsletters, Strategic Communications, Services Marketing, Marketing, Social Media Marketing, Direct Mail, CRM, Online Marketing, Social Networking, Business Development, Creative Direction, Strategy, Trade Shows, Email Marketing, Lead Generation, Corporate Branding, Sales, Training, Interactive Marketing, Online Advertising, Brand Management, Mobile Marketing
Education
Action Plan Marketing Certification Program 2007 — 2007
Sandler Sales Training 2001 — 2001
The University of Kansas 1979 — 1982
Journalism
Pittsburg High School 1976 — 1979
Watchung Hills Regional High School 1975 — 1976
Grant Pudas Grant Pudas's CBIZ Experience July 2007 - January 2010
Job President at PBC Group, LLC Employee Benefits Consultant
Industry Insurance
Experience
PBC Group, LLC February 2010 - Present
CBIZ July 2007 - January 2010
AFG 2000 - 2007
Skills
COBRA, Employee Benefits, Disability Insurance, Health Savings Accounts, Insurance
Education
South Dakota State University 1996 — 2000
BS
PBC Group, LLC February 2010 - Present
CBIZ July 2007 - January 2010
AFG 2000 - 2007
Skills
COBRA, Employee Benefits, Disability Insurance, Health Savings Accounts, Insurance
Education
South Dakota State University 1996 — 2000
BS
Peter Kolodynski Peter Kolodynski's CBIZ Experience 2005 - 2009
Job Controller at CorTech, LLC
Industry Accounting
Experience
Cor-Tech, LLC January 2011 - July 2014
CBIZ MHM, LLC September 2005 - April 2010
CBIZ 2005 - 2009
Skills
Accounting, Financial Reporting, Payroll, Accounts Payable, Auditing, Audit, Accounts Receivable, General Ledger, Cash Management, Cash Flow, Internal Controls, GAAP, Inventory Management, Cash, Compliance, Fixed Assets, Consolidation, Expenses, SOX, Reconciliation, Financial Management, Quickbooks, Excel, Account Reconciliation, Journal Entries, Revenue Recognition, QuickBooks, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
University of Georgia - Terry College of Business 2000 — 2001
MAcc, Accounting
The University of Georgia 1996 — 2000
BBA, Accounting
Cor-Tech, LLC January 2011 - July 2014
CBIZ MHM, LLC September 2005 - April 2010
CBIZ 2005 - 2009
Skills
Accounting, Financial Reporting, Payroll, Accounts Payable, Auditing, Audit, Accounts Receivable, General Ledger, Cash Management, Cash Flow, Internal Controls, GAAP, Inventory Management, Cash, Compliance, Fixed Assets, Consolidation, Expenses, SOX, Reconciliation, Financial Management, Quickbooks, Excel, Account Reconciliation, Journal Entries, Revenue Recognition, QuickBooks, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
University of Georgia - Terry College of Business 2000 — 2001
MAcc, Accounting
The University of Georgia 1996 — 2000
BBA, Accounting
Valerie McGuire, CCIFP's CBIZ Experience July 2008 - November 2012
Job Principle at McGuire Accounting Services
Industry Accounting
Experience
McGuire Accounting Services 2012 - Present
CBIZ July 2008 - November 2012
McGuire Electric, Inc July 2001 - April 2008
Skills
Accounting, Change Management, IRS, Marketing, Financial Services, Consulting, Auditing, Budgets, Business Development, Business Process..., Finance, Internal Controls, Leadership, Management, Sales, Strategic Planning, Strategy, Due Diligence, Financial Statements, Internal Audit, Payroll
Education
San Diego State University-California State University 1996 — 1999
B.S., Business - Accountancy
McGuire Accounting Services 2012 - Present
CBIZ July 2008 - November 2012
McGuire Electric, Inc July 2001 - April 2008
Skills
Accounting, Change Management, IRS, Marketing, Financial Services, Consulting, Auditing, Budgets, Business Development, Business Process..., Finance, Internal Controls, Leadership, Management, Sales, Strategic Planning, Strategy, Due Diligence, Financial Statements, Internal Audit, Payroll
Education
San Diego State University-California State University 1996 — 1999
B.S., Business - Accountancy
Sabra Hinson Sabra Hinson's CBIZ Experience April 2006 - September 2008
Job US Script
Industry Pharmaceuticals
Experience
US Script July 2013 - Present
Universal Health Care September 2008 - December 2012
CBIZ April 2006 - September 2008
CBCA November 2002 - November 2004
ProNet 2001 - 2002
Provider Networks of America, Inc. 2000 - 2001
Provider Networks of America, Inc. 1998 - 2000
Provider Networks of America, Inc. 1996 - 1998
Skills
Network Development, Provider Contracting, Provider Relations, Insurance Billing, Physician Recruitment, Excel, Word, Access, Negotiating Fees, Service Provider..., QuickBooks, Construction, Pools, Custom Remodeling, New Custom Homes, PPO, Medicare, Microsoft Excel, Microsoft Word, Insurance, Physicians, Cold Calling, Territory Mgmt, Healthcare, Customer Service, New Business Development, Social Media, Managed Care, Scuba Diving, Employee Benefits, Sales Force Development, Claim, HMO, Credentialing, Health Insurance, Health Policy, Healthcare Management, Hospitals, Sales Operations, Training, Healthcare Industry, Medicaid, Analysis, Claims Resolution, Healthcare Consulting, Medical Billing, Revenue Cycle
Education
Tarrant County College 2004 — 2004
Introduction to Database
Weatherford College 1992 — 1994
Introduction to Business Principles, Business
Cisco Jr. College 1991 — 1992
Business Basics, Business Administration and Management, General
US Script July 2013 - Present
Universal Health Care September 2008 - December 2012
CBIZ April 2006 - September 2008
CBCA November 2002 - November 2004
ProNet 2001 - 2002
Provider Networks of America, Inc. 2000 - 2001
Provider Networks of America, Inc. 1998 - 2000
Provider Networks of America, Inc. 1996 - 1998
Skills
Network Development, Provider Contracting, Provider Relations, Insurance Billing, Physician Recruitment, Excel, Word, Access, Negotiating Fees, Service Provider..., QuickBooks, Construction, Pools, Custom Remodeling, New Custom Homes, PPO, Medicare, Microsoft Excel, Microsoft Word, Insurance, Physicians, Cold Calling, Territory Mgmt, Healthcare, Customer Service, New Business Development, Social Media, Managed Care, Scuba Diving, Employee Benefits, Sales Force Development, Claim, HMO, Credentialing, Health Insurance, Health Policy, Healthcare Management, Hospitals, Sales Operations, Training, Healthcare Industry, Medicaid, Analysis, Claims Resolution, Healthcare Consulting, Medical Billing, Revenue Cycle
Education
Tarrant County College 2004 — 2004
Introduction to Database
Weatherford College 1992 — 1994
Introduction to Business Principles, Business
Cisco Jr. College 1991 — 1992
Business Basics, Business Administration and Management, General
Arthur Arsenault's CBIZ Experience January 1999 - September 2003
Job Owner, Arsenault and Cline, CPAs, Inc.
Industry Accounting
Experience
Arsenault and Cline, CPAs, Inc. January 2014 - Present
Chelsea Chamber of Commerce January 2000 - Present
City of Chelsea Massachusetts 2000 - Present
Arthur T. Arsenault, CPA, Inc. January 2013 - December 2013
Baril & Smith CPAs, Inc. December 1997 - December 2012
Ercolini & Company LLP 2005 - 2006
Morris & Morris, P.C. 2003 - 2004
CBIZ January 1999 - September 2003
Skills
Accounting, Tax, Corporate Tax, GAAP, Auditing, Tax Returns, Financial Reporting
Education
Suffolk University - Sawyer Business School 1988 — 1992
BSBA
Saint Dominic Savio 1986 — 1988
Arsenault and Cline, CPAs, Inc. January 2014 - Present
Chelsea Chamber of Commerce January 2000 - Present
City of Chelsea Massachusetts 2000 - Present
Arthur T. Arsenault, CPA, Inc. January 2013 - December 2013
Baril & Smith CPAs, Inc. December 1997 - December 2012
Ercolini & Company LLP 2005 - 2006
Morris & Morris, P.C. 2003 - 2004
CBIZ January 1999 - September 2003
Skills
Accounting, Tax, Corporate Tax, GAAP, Auditing, Tax Returns, Financial Reporting
Education
Suffolk University - Sawyer Business School 1988 — 1992
BSBA
Saint Dominic Savio 1986 — 1988
Lainie Kans's CBIZ Experience September 2005 - December 2005
Job HR Administrator at AMS Pictures
Industry Human Resources
Experience
Alcatel-Lucent September 2009 - September 2014
Baylor Health Care System February 2008 - September 2009
Ericsson June 2006 - February 2008
Real Page April 2006 - May 2006
CBIZ September 2005 - December 2005
Brinker (Macaroni Grill) January 2005 - April 2005
Zale Corporation December 2003 - January 2005
Lee Hecht Harrison October 2002 - May 2003
O'Hare & Associates August 1998 - June 2002
Skills
Account Management, Recruiting, Human Resources, PeopleSoft, Onboarding, Leadership, Talent Acquisition, Talent Management
Education
Texas State University
BA, Mass Communication
Alcatel-Lucent September 2009 - September 2014
Baylor Health Care System February 2008 - September 2009
Ericsson June 2006 - February 2008
Real Page April 2006 - May 2006
CBIZ September 2005 - December 2005
Brinker (Macaroni Grill) January 2005 - April 2005
Zale Corporation December 2003 - January 2005
Lee Hecht Harrison October 2002 - May 2003
O'Hare & Associates August 1998 - June 2002
Skills
Account Management, Recruiting, Human Resources, PeopleSoft, Onboarding, Leadership, Talent Acquisition, Talent Management
Education
Texas State University
BA, Mass Communication
Ryan Forsyth's CBIZ Experience July 2006 - February 2008
Job Senior Underwriter at IFIC
Industry Insurance
Experience
IFIC June 2012 - Present
Liberty Mutual Insurance February 2008 - June 2012
CBIZ July 2006 - February 2008
Skills
Contract Surety, Commercial Surety, Transactional Surety, Surety Bonds, Surety, Underwriting, Commercial Insurance, Casualty Insurance, Professional Liability, Property & Casualty..., Liability, General Insurance, Financial Analysis, Insurance, Risk Management, Reinsurance, Brokers, Legal Liability
Education
Southeast Missouri State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
IFIC June 2012 - Present
Liberty Mutual Insurance February 2008 - June 2012
CBIZ July 2006 - February 2008
Skills
Contract Surety, Commercial Surety, Transactional Surety, Surety Bonds, Surety, Underwriting, Commercial Insurance, Casualty Insurance, Professional Liability, Property & Casualty..., Liability, General Insurance, Financial Analysis, Insurance, Risk Management, Reinsurance, Brokers, Legal Liability
Education
Southeast Missouri State University 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jeff Bierbower's CBIZ Experience October 2013 - December 2014
Job Managing Director at Patina
Industry Human Resources
Experience
Patina January 2015 - Present
CBIZ October 2013 - December 2014
Buck Consultants, a Xerox Company January 2012 - October 2013
Aon Hewitt Consulting December 2007 - January 2012
Sequent August 2004 - October 2007
Watson Wyatt Worldwide June 1998 - August 2004
The Gammill Group April 1995 - June 1998
Dean Witter February 1992 - July 1994
Transamerica March 1986 - February 1992
Skills
Strategy, Leadership Development, Employee Benefits, Talent Management, Sales Process, Recruiting, Leadership, Change Management, Executive Coaching, Employee Engagement, Management, Organizational Design, Organizational..., Performance Management, Talent Acquisition
Education
The Ohio State University
B.S., Production/Operations Management
Patina January 2015 - Present
CBIZ October 2013 - December 2014
Buck Consultants, a Xerox Company January 2012 - October 2013
Aon Hewitt Consulting December 2007 - January 2012
Sequent August 2004 - October 2007
Watson Wyatt Worldwide June 1998 - August 2004
The Gammill Group April 1995 - June 1998
Dean Witter February 1992 - July 1994
Transamerica March 1986 - February 1992
Skills
Strategy, Leadership Development, Employee Benefits, Talent Management, Sales Process, Recruiting, Leadership, Change Management, Executive Coaching, Employee Engagement, Management, Organizational Design, Organizational..., Performance Management, Talent Acquisition
Education
The Ohio State University
B.S., Production/Operations Management
Alberto Preciado's CBIZ Experience September 2007 - January 2011
Job Senior Accountant at City of Tustin
Industry Government Administration
Experience
Alberto Preciado Consulting October 2013 - Present
City of Tustin December 2011 - Present
Marcum LLP February 2011 - July 2011
Mayer Hoffman McCann P.C. September 2007 - January 2011
CBIZ September 2007 - January 2011
CBIZ MHM, LLC September 2007 - January 2011
Skills
US GAAP, Auditing, Accounting, Non-profits, Govermental Accounting, Compliance, Local Government, Financial Reporting, Internal Controls, GAAP, Accounts Payable, Financial Accounting, General Ledger, Accounts Receivable, Assurance, Reconciliation, Account Reconciliation, Accruals, Customer Service
Education
San Diego State University-California State University 2006 — 2007
B.S., Accounting
Stanford University
Alberto Preciado Consulting October 2013 - Present
City of Tustin December 2011 - Present
Marcum LLP February 2011 - July 2011
Mayer Hoffman McCann P.C. September 2007 - January 2011
CBIZ September 2007 - January 2011
CBIZ MHM, LLC September 2007 - January 2011
Skills
US GAAP, Auditing, Accounting, Non-profits, Govermental Accounting, Compliance, Local Government, Financial Reporting, Internal Controls, GAAP, Accounts Payable, Financial Accounting, General Ledger, Accounts Receivable, Assurance, Reconciliation, Account Reconciliation, Accruals, Customer Service
Education
San Diego State University-California State University 2006 — 2007
B.S., Accounting
Stanford University
Darrell Monaco's CBIZ Experience July 2001 - December 2003
Job VPCorporate Accounting Officer
Industry Hospitality
Experience
Welk Resort Group October 2014 - Present
Consultant July 2014 - September 2014
SAIC September 2005 - June 2014
KPMG Audit January 2004 - September 2005
CBIZ July 2001 - December 2003
Reinsel & Company 2000 - 2001
Skills
GAAP, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Financial Statements, General Ledger, Cost Accounting, Variance Analysis, Internal Controls, Financial Analysis, Costpoint, Accounting, SEC filings, Revenue Recognition, Analysis, Accounts Receivable, XBRL, Process Improvement, Finance, Forecasting, Hyperion Enterprise, Business Process..., Auditing, Corporate Finance, Sarbanes-Oxley, US GAAP, CPA, Financial Accounting, Deltek, Cash Flow, Journal Entries, SAP, Government Contracting, Mergers & Acquisitions, Acquisition Integration, SOX Compliancy, SOX 404, Executive Management, Financial Forecasting, Managerial Finance, SEC Filings
Education
Shippensburg University of Pennsylvania 1997 — 1999
Bachelor's degree, Accounting
Welk Resort Group October 2014 - Present
Consultant July 2014 - September 2014
SAIC September 2005 - June 2014
KPMG Audit January 2004 - September 2005
CBIZ July 2001 - December 2003
Reinsel & Company 2000 - 2001
Skills
GAAP, Financial Reporting, Sarbanes-Oxley Act, Consolidation, Financial Statements, General Ledger, Cost Accounting, Variance Analysis, Internal Controls, Financial Analysis, Costpoint, Accounting, SEC filings, Revenue Recognition, Analysis, Accounts Receivable, XBRL, Process Improvement, Finance, Forecasting, Hyperion Enterprise, Business Process..., Auditing, Corporate Finance, Sarbanes-Oxley, US GAAP, CPA, Financial Accounting, Deltek, Cash Flow, Journal Entries, SAP, Government Contracting, Mergers & Acquisitions, Acquisition Integration, SOX Compliancy, SOX 404, Executive Management, Financial Forecasting, Managerial Finance, SEC Filings
Education
Shippensburg University of Pennsylvania 1997 — 1999
Bachelor's degree, Accounting
Cori Greenwood's CBIZ Experience July 2012 - Present
Job Associate Human Resources Consultant
Industry Human Resources
Experience
CBIZ July 2012 - Present
Totall Metal Recycling December 2011 - April 2012
CBIZ March 2008 - December 2011
fig. 2007 - 2007
Go Fig 2007 - 2007
Skills
Benefits Administration, Employee Benefits
Education
Southern Illinois University, Edwardsville 2000 — 2002
CBIZ July 2012 - Present
Totall Metal Recycling December 2011 - April 2012
CBIZ March 2008 - December 2011
fig. 2007 - 2007
Go Fig 2007 - 2007
Skills
Benefits Administration, Employee Benefits
Education
Southern Illinois University, Edwardsville 2000 — 2002
Huey Huynh's CBIZ Experience January 1997 - January 2005
Job BDS helps small business to control/reduce IT cost, reduce risk, and improve network/server uptime.
Industry Information Technology and Services
Experience
Business Data Security, LLC March 2005 - Present
CBIZ January 1997 - January 2005
MHM Resources 2004 - 2005
CBIZ Technologies 1997 - 2005
Lawrence Photographic 1996 - 1997
Skills
Disaster Recovery, Business Continuity, Security, Application Development, Web Development, SQL Server, VMware, Windows, Cloud Computing, SharePoint, Windows Server, System Administration, Customer Relations, .NET, Virtualization, Computer Hardware
Education
The University of Kansas 1987 — 1991
BS, Electrical Engineering
Business Data Security, LLC March 2005 - Present
CBIZ January 1997 - January 2005
MHM Resources 2004 - 2005
CBIZ Technologies 1997 - 2005
Lawrence Photographic 1996 - 1997
Skills
Disaster Recovery, Business Continuity, Security, Application Development, Web Development, SQL Server, VMware, Windows, Cloud Computing, SharePoint, Windows Server, System Administration, Customer Relations, .NET, Virtualization, Computer Hardware
Education
The University of Kansas 1987 — 1991
BS, Electrical Engineering
Bob Maguire's CBIZ Experience January 2011 - Present
Job HR Consulting
Industry Insurance
Experience
CBIZ January 2011 - Present
Skills
Employee Benefits, Insurance, Employee Relations, Health Insurance, Mergers & Acquisitions, Health Savings Accounts, Benefits Administration, HRIS, Disability Insurance, Human Resources, Strategic Planning, Workers Compensation, COBRA, 401k, Health Care Reform
Education
Santa Clara University 1979 — 1983
CBIZ January 2011 - Present
Skills
Employee Benefits, Insurance, Employee Relations, Health Insurance, Mergers & Acquisitions, Health Savings Accounts, Benefits Administration, HRIS, Disability Insurance, Human Resources, Strategic Planning, Workers Compensation, COBRA, 401k, Health Care Reform
Education
Santa Clara University 1979 — 1983
Fred Maguire's CBIZ Experience Senior Vice President of Employee BenefitsCBIZ / Mayer Hoffman McCann2007 - Present
Job Senior V.P., Employee Benefits at CBIZ
Industry Insurance
Experience
CBIZ Senior Vice President of Employee BenefitsCBIZ / Mayer Hoffman McCann2007 - Present
CBIZ Benefits and Insurance Services, Inc. 2007 - Present
Education
Santa Clara University 1976 — 1980
CBIZ Senior Vice President of Employee BenefitsCBIZ / Mayer Hoffman McCann2007 - Present
CBIZ Benefits and Insurance Services, Inc. 2007 - Present
Education
Santa Clara University 1976 — 1980
Tiffany Vandeman's CBIZ Experience October 2014 - August 2015
Job Commercial Lines Insurance Professional seeking Underwriting or Account Executive/Management Position
Industry Insurance
Experience
CBIZ October 2014 - August 2015
American Family / Spherion July 2010 - November 2013
IMA January 2008 - January 2009
Goodman Gravley Insurance Source November 2007 - January 2009
Haake Companies 2005 - 2007
Burns & Wilcox January 2004 - October 2005
Fireman's Fund Insurance Company 1997 - 2003
CNA Insurance 1996 - 1997
Med James, Inc. 1994 - 1996
Chris-Leef General Agency 1992 - 1994
Skills
Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Claim, General Insurance, Workers Compensation, Liability, Casualty Insurance, Management
Education
University of Phoenix 2009 — 2010
Financial Services, Finance
Salt Lake Community College 1983 — 1984
Certificate of Achievement, Clerical Accounting
CBIZ October 2014 - August 2015
American Family / Spherion July 2010 - November 2013
IMA January 2008 - January 2009
Goodman Gravley Insurance Source November 2007 - January 2009
Haake Companies 2005 - 2007
Burns & Wilcox January 2004 - October 2005
Fireman's Fund Insurance Company 1997 - 2003
CNA Insurance 1996 - 1997
Med James, Inc. 1994 - 1996
Chris-Leef General Agency 1992 - 1994
Skills
Insurance, Commercial Insurance, Underwriting, Property & Casualty..., Claim, General Insurance, Workers Compensation, Liability, Casualty Insurance, Management
Education
University of Phoenix 2009 — 2010
Financial Services, Finance
Salt Lake Community College 1983 — 1984
Certificate of Achievement, Clerical Accounting
Cindy Lazares's CBIZ Experience 2003 - 2006
Job Owner, Lazares Companies
Industry Accounting
Experience
Lazares Companies DirectorFocus Business Bank2005 - Present
CBIZ 2003 - 2006
Shilling and Kenyon/SK Consulting October 1982 - June 2005
Moss Adams 1980 - 1982
Arthur Young and Co 1976 - 1980
Skills
Loans, Mergers, Management, Banking, Financial Analysis, Credit, Private Banking, Real Estate, Strategic Planning, Mergers & Acquisitions, Accounting, Commercial Lending, Investments, Business Strategy, Credit Analysis, Revenue Recognition, Investment Properties
Education
San Jose State University
Lazares Companies DirectorFocus Business Bank2005 - Present
CBIZ 2003 - 2006
Shilling and Kenyon/SK Consulting October 1982 - June 2005
Moss Adams 1980 - 1982
Arthur Young and Co 1976 - 1980
Skills
Loans, Mergers, Management, Banking, Financial Analysis, Credit, Private Banking, Real Estate, Strategic Planning, Mergers & Acquisitions, Accounting, Commercial Lending, Investments, Business Strategy, Credit Analysis, Revenue Recognition, Investment Properties
Education
San Jose State University
Sarah N's CBIZ Experience 2005 - 2008
Job Medical Coder at MedSave USA
Industry Hospital & Health Care
Experience
Health Data Vision, Inc. December 2014 - Present
MedSave USA October 2013 - November 2014
Verisk Health November 2013 - February 2014
Medassurant June 2008 - December 2008
CBIZ 2005 - 2008
Skills
EMR, HIPAA, Medical Coding, Hospitals, Patient Safety, CPT, ICD-9, Inpatient, Medical Terminology, Medical Records, EHR, Medicaid, HCC coding, Medical Billing, Revenue Cycle, HCPCS, Medicare, Meditech, ICD-9-CM, Credentialing, Physicians, Medical Transcription, ICD-10, Informatics, Healthcare Consulting, Healthcare Management, Healthcare Reimbursement, Medicare/Medicaid..., Cerner, Managed Care, Epic Systems, Utilization Management, Healthcare Information..., Ambulatory, Healthcare Industry, Radiology, HEDIS, Patient Education, Physician Relations, IDX, Revenue Cycle Management, Medical Compliance, Home Care, Patient Advocacy, Nursing, JCAHO, NextGen, Medicine, PPO, Medisoft
Education
Wichita State University 1990 — 2005
Bachelor of Science (B.S.), Psychology
Tarrant County College 2004 — 2004
Certified professional coder, Medical Insurance Coding Specialist/Coder
Health Data Vision, Inc. December 2014 - Present
MedSave USA October 2013 - November 2014
Verisk Health November 2013 - February 2014
Medassurant June 2008 - December 2008
CBIZ 2005 - 2008
Skills
EMR, HIPAA, Medical Coding, Hospitals, Patient Safety, CPT, ICD-9, Inpatient, Medical Terminology, Medical Records, EHR, Medicaid, HCC coding, Medical Billing, Revenue Cycle, HCPCS, Medicare, Meditech, ICD-9-CM, Credentialing, Physicians, Medical Transcription, ICD-10, Informatics, Healthcare Consulting, Healthcare Management, Healthcare Reimbursement, Medicare/Medicaid..., Cerner, Managed Care, Epic Systems, Utilization Management, Healthcare Information..., Ambulatory, Healthcare Industry, Radiology, HEDIS, Patient Education, Physician Relations, IDX, Revenue Cycle Management, Medical Compliance, Home Care, Patient Advocacy, Nursing, JCAHO, NextGen, Medicine, PPO, Medisoft
Education
Wichita State University 1990 — 2005
Bachelor of Science (B.S.), Psychology
Tarrant County College 2004 — 2004
Certified professional coder, Medical Insurance Coding Specialist/Coder
Amy Breuer, CPA's CBIZ Experience August 2005 - May 2009
Job Tax Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PwC July 2014 - Present
Price Waterhouse Coopers January 2011 - June 2014
Jefferson Wells October 2009 - January 2011
CBIZ August 2005 - May 2009
Skills
Tax Research, Indirect Taxation, Sales & Use Tax, CPA, Big 4
Education
University of Kansas 2000 — 2004
Bachelor of Science, Accounting and Business Administration
PwC July 2014 - Present
Price Waterhouse Coopers January 2011 - June 2014
Jefferson Wells October 2009 - January 2011
CBIZ August 2005 - May 2009
Skills
Tax Research, Indirect Taxation, Sales & Use Tax, CPA, Big 4
Education
University of Kansas 2000 — 2004
Bachelor of Science, Accounting and Business Administration
Andrew (Andy) Dambrosio's CBIZ Experience September 2012 - Present
Job Corporate Controller, CBIZ, Inc.
Industry Financial Services
Experience
CBIZ September 2012 - Present
American Greetings Corporation January 2004 - February 2012
LESCO, Inc. December 2000 - January 2004
American Greetings.com October 1999 - December 2000
Picker International (currently, Phillips Medical Systems) July 1998 - October 1999
Medusa Corporation (Cement and Aggregates) April 1995 - July 1998
NACCO Industries, Inc. (Manufacturing and Mining) 1979 - 1995
Skills
•Business Leadership..., •Strategic and Annual..., •Financial and..., •Product and Customer..., •Profitability and..., •Working Capital..., •Mergers, Acquisitions..., •Capital Planning and..., •Technical Accounting,..., •Project Leadership..., •Organizational and..., •Oracle, Hyperion,..., Team Building, GAAP, Capital Budgeting, Forecasting, Auditing, Financial Reporting, Mergers & Acquisitions, Leadership, Accounting, Financial Analysis, Working Capital..., Finance, Hyperion Enterprise, General Ledger
Education
CPA, Ohio
The University of Akron
BA, Accounting
CBIZ September 2012 - Present
American Greetings Corporation January 2004 - February 2012
LESCO, Inc. December 2000 - January 2004
American Greetings.com October 1999 - December 2000
Picker International (currently, Phillips Medical Systems) July 1998 - October 1999
Medusa Corporation (Cement and Aggregates) April 1995 - July 1998
NACCO Industries, Inc. (Manufacturing and Mining) 1979 - 1995
Skills
•Business Leadership..., •Strategic and Annual..., •Financial and..., •Product and Customer..., •Profitability and..., •Working Capital..., •Mergers, Acquisitions..., •Capital Planning and..., •Technical Accounting,..., •Project Leadership..., •Organizational and..., •Oracle, Hyperion,..., Team Building, GAAP, Capital Budgeting, Forecasting, Auditing, Financial Reporting, Mergers & Acquisitions, Leadership, Accounting, Financial Analysis, Working Capital..., Finance, Hyperion Enterprise, General Ledger
Education
CPA, Ohio
The University of Akron
BA, Accounting
Tim Seibel's CBIZ Experience July 2007 - May 2014
Job Solutions Architect, ERP Systems Consultant
Industry Computer Software
Experience
Tim Seibel Consulting April 2003 - Present
CBIZ July 2007 - May 2014
Associated Bank April 2008 - May 2009
Fieldstone Communities April 2003 - October 2007
Frango AB January 2001 - January 2003
SRC Software August 1995 - November 2000
First Interstate Bank September 1992 - December 1994
Skills
Business Intelligence, Forecasting, Business Analysis, Budgeting, Consolidation, SQL Server, Pre-sales, Management Consulting, Planning, Financial Reporting, OLAP, Business Objects, ERP, Financial Modeling, Project Planning, Project Management, Cognos, Budgets, Dashboard, Microsoft SQL Server, Business Process, Finance
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1988 — 1991
MBA, Finance
The University of Dallas 1979 — 1983
Bachelor of Arts (B.A.), Politics
Tim Seibel Consulting April 2003 - Present
CBIZ July 2007 - May 2014
Associated Bank April 2008 - May 2009
Fieldstone Communities April 2003 - October 2007
Frango AB January 2001 - January 2003
SRC Software August 1995 - November 2000
First Interstate Bank September 1992 - December 1994
Skills
Business Intelligence, Forecasting, Business Analysis, Budgeting, Consolidation, SQL Server, Pre-sales, Management Consulting, Planning, Financial Reporting, OLAP, Business Objects, ERP, Financial Modeling, Project Planning, Project Management, Cognos, Budgets, Dashboard, Microsoft SQL Server, Business Process, Finance
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1988 — 1991
MBA, Finance
The University of Dallas 1979 — 1983
Bachelor of Arts (B.A.), Politics
Todd Chonofsky's CBIZ Experience May 1991 - Present
Job Regional Manager Infrastructure & Network Services at CBIZ, Inc.
Industry Financial Services
Experience
CBIZ May 1991 - Present
Trilogy Associates (acquired by CBIZ in 1997) April 1991 - April 2002
Wang December 1987 - April 1991
Unisys March 1977 - December 1987
Skills
Process Improvement, Vendor Management, Operations Management, Strategic Planning, Change Management, Business Process..., Employee Benefits, Management, Customer Service, Program Management, Management Consulting, New Business Development, Risk Management, Leadership, Account Management, CRM, Insurance, Executive Management, Team Building, Mergers & Acquisitions, Budgets, IT Management
Education
Spring Garden College
BS
CBIZ May 1991 - Present
Trilogy Associates (acquired by CBIZ in 1997) April 1991 - April 2002
Wang December 1987 - April 1991
Unisys March 1977 - December 1987
Skills
Process Improvement, Vendor Management, Operations Management, Strategic Planning, Change Management, Business Process..., Employee Benefits, Management, Customer Service, Program Management, Management Consulting, New Business Development, Risk Management, Leadership, Account Management, CRM, Insurance, Executive Management, Team Building, Mergers & Acquisitions, Budgets, IT Management
Education
Spring Garden College
BS
Jeff Onell's CBIZ Experience January 2001 - July 2006
Job Financial Analyst at St. Jude Medical
Industry Medical Devices
Experience
St. Jude Medical September 2010 - August 2012
St. Jude Medical December 2007 - August 2010
St. Jude Medical September 2006 - November 2007
MTS Systems August 2005 - August 2006
CBIZ January 2001 - July 2006
Skills
Financial Reporting, SEC filings, GAAP, Variance Analysis, Hyperion Enterprise, Accounting, Auditing, Internal Controls, General Ledger, Financial Analysis, Sarbanes-Oxley
Education
The College of St. Scholastica 1997 — 2000
Bachelors, Accounting
St. Jude Medical September 2010 - August 2012
St. Jude Medical December 2007 - August 2010
St. Jude Medical September 2006 - November 2007
MTS Systems August 2005 - August 2006
CBIZ January 2001 - July 2006
Skills
Financial Reporting, SEC filings, GAAP, Variance Analysis, Hyperion Enterprise, Accounting, Auditing, Internal Controls, General Ledger, Financial Analysis, Sarbanes-Oxley
Education
The College of St. Scholastica 1997 — 2000
Bachelors, Accounting
Molly Stampher's CBIZ Experience November 2012 - Present
Job Executive Account Manager
Industry Insurance
Experience
CBIZ November 2012 - Present
Leavitt Pacific Insurance Brokers April 2006 - November 2012
Ray Silva Insurance Associates Inc. May 1991 - April 2006
Jardine Insurance 1992 - 1995
Le Baron Hotel February 1989 - April 1991
Sheraton Hotel-Burlingame November 1976 - May 1985
Skills
Employee Benefits, Health Insurance, Account Management, Insurance, Marketing, Strategic Planning
Education
Santa Clara University 1971 — 1975
Batchelor of Arts, History
Watsonville High School 1968 — 1971
CBIZ November 2012 - Present
Leavitt Pacific Insurance Brokers April 2006 - November 2012
Ray Silva Insurance Associates Inc. May 1991 - April 2006
Jardine Insurance 1992 - 1995
Le Baron Hotel February 1989 - April 1991
Sheraton Hotel-Burlingame November 1976 - May 1985
Skills
Employee Benefits, Health Insurance, Account Management, Insurance, Marketing, Strategic Planning
Education
Santa Clara University 1971 — 1975
Batchelor of Arts, History
Watsonville High School 1968 — 1971
Rosalind Edwards, CPA, MT's CBIZ Experience July 1998 - December 2014
Job Tax Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ July 1998 - December 2014
Spector & Saulino November 1992 - July 1998
Coopers & Lybrand November 1983 - October 1992
Sorkin, Thayer & Co. July 1979 - November 1983
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Corporate Tax, CPA, Income Tax, Accounting, Tax Advisory, Manufacturing
Education
The University of Akron 1984 — 1989
Master's degree, Taxation
The University of Akron 1975 — 1979
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC January 2015 - Present
CBIZ July 1998 - December 2014
Spector & Saulino November 1992 - July 1998
Coopers & Lybrand November 1983 - October 1992
Sorkin, Thayer & Co. July 1979 - November 1983
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Corporate Tax, CPA, Income Tax, Accounting, Tax Advisory, Manufacturing
Education
The University of Akron 1984 — 1989
Master's degree, Taxation
The University of Akron 1975 — 1979
Bachelor of Science (BS), Accounting
Estelle Kilker's CBIZ Experience January 2004 - Present
Job Senior Associate at CBIZ
Industry Accounting
Experience
CBIZ January 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ MHM, LLC 2004 - Present
Education
The University of Akron 2005 — 2006
MBA, Finance
The University of Akron 2000 — 2004
BS, Accounting
CBIZ January 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ MHM, LLC 2004 - Present
Education
The University of Akron 2005 — 2006
MBA, Finance
The University of Akron 2000 — 2004
BS, Accounting
Roxanne LaMonica's CBIZ Experience March 2004 - Present
Job Recruiting Manager at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ March 2004 - Present
GMAC February 1988 - April 1998
Skills
Recruiting, Onboarding, Auditing, Accounting, Customer Service, Time Management, Strategic Planning, Employee Benefits, Training, Talent Acquisition, Coaching, College Recruiting, Leadership, Process Improvement, CPA, Human Resources, Hiring, Benefits Administration, Microsoft Excel, Employee Relations, HRIS, Microsoft Office, Internal Controls, Financial Analysis, Applicant Tracking..., GAAP, Interviews
Education
The University of Kansas 1978 — 1982
BS, Education
CBIZ March 2004 - Present
GMAC February 1988 - April 1998
Skills
Recruiting, Onboarding, Auditing, Accounting, Customer Service, Time Management, Strategic Planning, Employee Benefits, Training, Talent Acquisition, Coaching, College Recruiting, Leadership, Process Improvement, CPA, Human Resources, Hiring, Benefits Administration, Microsoft Excel, Employee Relations, HRIS, Microsoft Office, Internal Controls, Financial Analysis, Applicant Tracking..., GAAP, Interviews
Education
The University of Kansas 1978 — 1982
BS, Education
BJ Adams's CBIZ Experience January 2008 - April 2008
Job Partner at CapFusion
Industry Financial Services
Experience
CapFusion January 2014 - Present
Flat Iron Capital Partners January 2012 - Present
EdgeHill Capital Partners June 2011 - December 2011
Myers and Stauffer LC June 2010 - May 2011
CBIZ MHM, LLC August 2009 - May 2010
CBIZ January 2008 - April 2008
CBIZ June 2007 - July 2007
Skills
Accounting, Tax, Financial Accounting, Auditing, Financial Reporting, Income Tax, QuickBooks, Financial Analysis, Microsoft Excel, Tax Preparation, Microsoft Word, Microsoft Office, PowerPoint, Bookkeeping, GAAP, Corporate Tax, Internal Controls, General Ledger, Accounts Payable, Accounts Receivable
Education
University of Kansas 2004 — 2008
Bachelor of Science (BS), Accounting
University of Missouri-Kansas City 2008 — 2009
Accounting
CapFusion January 2014 - Present
Flat Iron Capital Partners January 2012 - Present
EdgeHill Capital Partners June 2011 - December 2011
Myers and Stauffer LC June 2010 - May 2011
CBIZ MHM, LLC August 2009 - May 2010
CBIZ January 2008 - April 2008
CBIZ June 2007 - July 2007
Skills
Accounting, Tax, Financial Accounting, Auditing, Financial Reporting, Income Tax, QuickBooks, Financial Analysis, Microsoft Excel, Tax Preparation, Microsoft Word, Microsoft Office, PowerPoint, Bookkeeping, GAAP, Corporate Tax, Internal Controls, General Ledger, Accounts Payable, Accounts Receivable
Education
University of Kansas 2004 — 2008
Bachelor of Science (BS), Accounting
University of Missouri-Kansas City 2008 — 2009
Accounting
Robert H. Colyar's CBIZ Experience January 2013 - Present
Job Senior Agent at Leavitt Pacific Insurance Brokers
Industry Insurance
Experience
CBIZ January 2013 - Present
Education
San Francisco State University 1966 — 1969
BA, History
San Jose City College 1964 — 1966
CBIZ January 2013 - Present
Education
San Francisco State University 1966 — 1969
BA, History
San Jose City College 1964 — 1966
Stephen Henley's CBIZ Experience October 2006 - Present
Job National Tax Practice Leader at CBIZ
Industry Accounting
Experience
CBIZ October 2006 - Present
Mayer Hoffman McCann P.C. 2006 - Present
H&A Consulting 2006 - Present
Cherry, Bekaert & Holland 2003 - 2006
Ernst & Young 1986 - 2003
Education
The University of Georgia 1974 — 1978
BBA, MAcc, Accounting, Tax
CBIZ October 2006 - Present
Mayer Hoffman McCann P.C. 2006 - Present
H&A Consulting 2006 - Present
Cherry, Bekaert & Holland 2003 - 2006
Ernst & Young 1986 - 2003
Education
The University of Georgia 1974 — 1978
BBA, MAcc, Accounting, Tax
James Vitalie's CBIZ Experience 1990 - 2001
Job President at JamesAlpha Management
Industry Financial Services
Experience
JamesAlpha Management 2008 - Present
Old Mutual Asset Management 2005 - 2007
Curian Capital November 2001 - December 2004
CBIZ 1990 - 2001
Allbridge Solutions(formerly StatementOne) 1998 - 2000
Skills
Asset Management, Mutual Funds, Wealth Management..., Retirement, Private Equity, Asset Managment, Insurance, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Services, Trading, Series 24, Mergers & Acquisitions, Securities, Series 7, Wealth Management, Equities, ETFs, Marketing Strategy, Investment Strategies, Series 6, Finance, Portfolio Management, Fixed Annuities, Strategy, Relationship Management, Hedge Funds
Education
Syracuse University College of Law 1984 — 1987
JD
University of Pittsburgh 1977 — 1981
BA, Political Science
JamesAlpha Management 2008 - Present
Old Mutual Asset Management 2005 - 2007
Curian Capital November 2001 - December 2004
CBIZ 1990 - 2001
Allbridge Solutions(formerly StatementOne) 1998 - 2000
Skills
Asset Management, Mutual Funds, Wealth Management..., Retirement, Private Equity, Asset Managment, Insurance, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Services, Trading, Series 24, Mergers & Acquisitions, Securities, Series 7, Wealth Management, Equities, ETFs, Marketing Strategy, Investment Strategies, Series 6, Finance, Portfolio Management, Fixed Annuities, Strategy, Relationship Management, Hedge Funds
Education
Syracuse University College of Law 1984 — 1987
JD
University of Pittsburgh 1977 — 1981
BA, Political Science
Celeste Asbury's CBIZ Experience 2001 - 2005
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals Recruiting ManagerTed Elliott & Associates, Inc. - Executive Search for Accounting and Finance2006 - 2006
CBIZ 2001 - 2005
Price Waterhouse Coopers 1996 - 2001
PricewaterhouseCoopers 1996 - 2001
Education
San Diego State University-California State University 1993 — 1995
Bachelors, Business Administration- Accounting
Resources Global Professionals Recruiting ManagerTed Elliott & Associates, Inc. - Executive Search for Accounting and Finance2006 - 2006
CBIZ 2001 - 2005
Price Waterhouse Coopers 1996 - 2001
PricewaterhouseCoopers 1996 - 2001
Education
San Diego State University-California State University 1993 — 1995
Bachelors, Business Administration- Accounting
Brian Davison's CBIZ Experience 1998 - 1999
Job Staff Vice President Domestic Taxes at Leggett & Platt
Industry Furniture
Experience
Leggett & Platt 2002 - Present
Galamet, Inc. 1999 - 2002
CBIZ 1998 - 1999
CBIZ MHM, LLC 1995 - 1998
BKD, LLC 1988 - 1995
Skills
Property Tax, Operations Management
Education
Southwest Baptist University 1984 — 1988
BS, Accounting and Business Administration
Nevada High School
Leggett & Platt 2002 - Present
Galamet, Inc. 1999 - 2002
CBIZ 1998 - 1999
CBIZ MHM, LLC 1995 - 1998
BKD, LLC 1988 - 1995
Skills
Property Tax, Operations Management
Education
Southwest Baptist University 1984 — 1988
BS, Accounting and Business Administration
Nevada High School
Florence Islam's CBIZ Experience March 2006 - November 2012
Job Senior Account Manager at Brown & Brown of Florida
Industry Insurance
Experience
Brown & Brown of Florida November 2012 - Present
CBIZ March 2006 - November 2012
Blue Cross Blue Shield of Florida December 2003 - March 2006
Principal Financial Group April 1999 - December 2003
Skills
Account Management, Client Retention, Client Service, New Business Development, Salesforce.com, Benefits Administration, Customer Retention, Sales, Brokers, Health Savings Accounts, Training, Employee Benefits, Client Services, Insurance, Disability Insurance, Customer Service, Health Insurance
Education
College of St. Catherine
M.A., Organizational Leadership
Universite Catholique de l'Ouest France
B.A., Business Administration, English & German
Brown & Brown of Florida November 2012 - Present
CBIZ March 2006 - November 2012
Blue Cross Blue Shield of Florida December 2003 - March 2006
Principal Financial Group April 1999 - December 2003
Skills
Account Management, Client Retention, Client Service, New Business Development, Salesforce.com, Benefits Administration, Customer Retention, Sales, Brokers, Health Savings Accounts, Training, Employee Benefits, Client Services, Insurance, Disability Insurance, Customer Service, Health Insurance
Education
College of St. Catherine
M.A., Organizational Leadership
Universite Catholique de l'Ouest France
B.A., Business Administration, English & German
Mimi Essayas's CBIZ Experience October 2007 - July 2009
Job Patient Accounts Coordinator at Fairfax Radological Consultants
Industry Hospital & Health Care
Experience
Fairfax Radological Consultants July 2009 - Present
CBIZ October 2007 - July 2009
Education
Strayer University 1998 — 2000
MBA, Business
Fairfax Radological Consultants July 2009 - Present
CBIZ October 2007 - July 2009
Education
Strayer University 1998 — 2000
MBA, Business
Philip Marrone's CBIZ Experience 1999 - 2006
Job President at PhilipRae Corp
Industry Accounting
Experience
Philip+Rae & Associates CPAs August 2009 - Present
Philip-Rae Corp October 2001 - Present
Elite Care Managent, Inc. January 1996 - Present
Andres Imaging and Graphics Inc 1996 - 2009
CBIZ 1999 - 2006
Wolf & Company, P.C. September 1983 - June 1985
Skills
Mergers & Acquisitions, Strategic Planning, Accounting, Leadership, Strategic Partnerships, Real Estate, Financial Statements, Tax, Mergers, Budgets, Portfolio Management, Cash Flow, Management, Finance, Small Business, Financial Analysis
Education
Southern Illinois University, Carbondale 1981 — 1983
BS, Accounting
Philip+Rae & Associates CPAs August 2009 - Present
Philip-Rae Corp October 2001 - Present
Elite Care Managent, Inc. January 1996 - Present
Andres Imaging and Graphics Inc 1996 - 2009
CBIZ 1999 - 2006
Wolf & Company, P.C. September 1983 - June 1985
Skills
Mergers & Acquisitions, Strategic Planning, Accounting, Leadership, Strategic Partnerships, Real Estate, Financial Statements, Tax, Mergers, Budgets, Portfolio Management, Cash Flow, Management, Finance, Small Business, Financial Analysis
Education
Southern Illinois University, Carbondale 1981 — 1983
BS, Accounting
Deborah Hays's CBIZ Experience 2001 - 2003
Job Human Resources Consultant
Industry Human Resources
Experience
Missouri Gas Energy 2003 - 2013
CBIZ 2001 - 2003
Skills
Employee Relations, Human Resources, Performance Management, Labor Relations, Succession Planning, Management, Employee Engagement, Employee Benefits, Organizational..., Talent Management, Executive Coaching, Training, Policy, Onboarding, Leadership Development, Benefits Administration, Union Avoidance, Change Management, Recruiting, Talent Acquisition, SPHR, Leadership, Strategic Planning, Workforce Planning, Employment Law, FMLA, Organizational..., Coaching, EEO, HR Consulting, Legal Compliance, Employee Training, Compensation & Benefit
Education
University of Kansas
Bachelor of Science (BS) in Education, French and psychology
University of Missouri-Kansas City
Master's degree, Public Administration
Missouri Gas Energy 2003 - 2013
CBIZ 2001 - 2003
Skills
Employee Relations, Human Resources, Performance Management, Labor Relations, Succession Planning, Management, Employee Engagement, Employee Benefits, Organizational..., Talent Management, Executive Coaching, Training, Policy, Onboarding, Leadership Development, Benefits Administration, Union Avoidance, Change Management, Recruiting, Talent Acquisition, SPHR, Leadership, Strategic Planning, Workforce Planning, Employment Law, FMLA, Organizational..., Coaching, EEO, HR Consulting, Legal Compliance, Employee Training, Compensation & Benefit
Education
University of Kansas
Bachelor of Science (BS) in Education, French and psychology
University of Missouri-Kansas City
Master's degree, Public Administration
Blaise Rhodes's CBIZ Experience July 1988 - March 2005
Job Accountant at US Securities and Exchange Commission
Industry Accounting
Experience
US Securities and Exchange Commission April 2005 - Present
CBIZ July 1988 - March 2005
Education
The Catholic University of America 1984 — 1988
BA, Accounting
US Securities and Exchange Commission April 2005 - Present
CBIZ July 1988 - March 2005
Education
The Catholic University of America 1984 — 1988
BA, Accounting
Jenna Gorkavchuk's CBIZ Experience February 2012 - Present
Job
Industry Marketing and Advertising
Experience
CBIZ February 2012 - Present
Skills
Press Releases, Marketing Communications, Research, Social Media, Customer Service, Microsoft Office, Marketing Strategy, Management, Graphic Design, Brand Development, Branding & Identity, Collateral Materials..., Email Marketing, Social Networking, Advertising
Education
The University of Akron 2005 — 2009
Bachelor of Arts, Double Major: Public Relations and Organizational Communication - Minor: Sales and Marketing
CBIZ February 2012 - Present
Skills
Press Releases, Marketing Communications, Research, Social Media, Customer Service, Microsoft Office, Marketing Strategy, Management, Graphic Design, Brand Development, Branding & Identity, Collateral Materials..., Email Marketing, Social Networking, Advertising
Education
The University of Akron 2005 — 2009
Bachelor of Arts, Double Major: Public Relations and Organizational Communication - Minor: Sales and Marketing
Chelsie Lynn Irish's CBIZ Experience January 2007 - January 2010
Job Accountant at Irish Foundry & Manufacturing Inc. & Program Coordinator at Law Seminars International
Industry Accounting
Experience
Irish Foundry May 2012 - Present
Law Seminars International January 2012 - Present
Bassett Furniture Industries October 2011 - May 2012
Voldal Wartelle & Co., P.S. January 2011 - April 2011
Moss Adams LLP February 2010 - December 2010
CBIZ January 2007 - January 2010
Steve Johnstun & Associates November 2005 - December 2006
Management & Training Corporation May 2004 - November 2005
Education
South Seattle Community College 2011 — 2012
Certificate, Supervision & Management
Weber State University 2005 — 2006
Masters of Professional Accountancy, Taxation
Weber State University 2000 — 2005
Bachelor's of Science, Major: Accounting, Minor: Spanish
Snow College 1998 — 2000
Associate of Arts, Business Administration Emphasis
Irish Foundry May 2012 - Present
Law Seminars International January 2012 - Present
Bassett Furniture Industries October 2011 - May 2012
Voldal Wartelle & Co., P.S. January 2011 - April 2011
Moss Adams LLP February 2010 - December 2010
CBIZ January 2007 - January 2010
Steve Johnstun & Associates November 2005 - December 2006
Management & Training Corporation May 2004 - November 2005
Education
South Seattle Community College 2011 — 2012
Certificate, Supervision & Management
Weber State University 2005 — 2006
Masters of Professional Accountancy, Taxation
Weber State University 2000 — 2005
Bachelor's of Science, Major: Accounting, Minor: Spanish
Snow College 1998 — 2000
Associate of Arts, Business Administration Emphasis
Bruce Stevenson's CBIZ Experience May 1999 - November 2002
Job Director at Mariner Investment Group
Industry Financial Services
Experience
Mariner Investment Group, LLC November 2014 - Present
ORIX January 2006 - November 2014
Q Investments January 2003 - December 2005
CBIZ May 1999 - November 2002
Skills
High Yield, Leveraged Finance, Valuation, Loans, Fixed Income, Debt, Bonds, Portfolio Management, Credit, Investments, Bloomberg, CDS, Distressed Debt, Financial Analysis, Credit Analysis, Alternative Investments, Structured Finance
Education
Southern Methodist University 1997 — 1999
MBA
The University of Texas at Austin 1993 — 1994
BA, Economics
Cistercian 1982 — 1989
Mariner Investment Group, LLC November 2014 - Present
ORIX January 2006 - November 2014
Q Investments January 2003 - December 2005
CBIZ May 1999 - November 2002
Skills
High Yield, Leveraged Finance, Valuation, Loans, Fixed Income, Debt, Bonds, Portfolio Management, Credit, Investments, Bloomberg, CDS, Distressed Debt, Financial Analysis, Credit Analysis, Alternative Investments, Structured Finance
Education
Southern Methodist University 1997 — 1999
MBA
The University of Texas at Austin 1993 — 1994
BA, Economics
Cistercian 1982 — 1989
Nan Coverdale's CBIZ Experience September 2005 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ September 2005 - Present
Selvaggio, Teske & Associates December 2002 - September 2005
Skills
Insurance, Employee Benefits, Health Insurance, Brokers, Strategic Planning, General Insurance, Sales
Education
The Ohio State University
CBIZ September 2005 - Present
Selvaggio, Teske & Associates December 2002 - September 2005
Skills
Insurance, Employee Benefits, Health Insurance, Brokers, Strategic Planning, General Insurance, Sales
Education
The Ohio State University
Jim Gannarelli's CBIZ Experience June 2009 - November 2009
Job Senior Internal Controls and Compliance Analyst at Enterprise Products
Industry Accounting
Experience
Enterprise Products April 2013 - Present
Enterprise Products August 2011 - April 2013
Woodforest National Bank November 2009 - August 2011
CBIZ June 2009 - November 2009
Chicago Bridge & Iron February 2007 - March 2009
KPMG September 2006 - December 2006
PricewaterhouseCoopers June 2006 - September 2006
Skills
MS Access, SQL Server, ACL, IT Audit, Internal Controls, Auditing, Banking, SAS70, ERP, Information Technology, Security, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Financial Reporting, Accounting, Financial Analysis, CISA, Risk Management, Hyperion Enterprise, General Ledger, Financial Risk, SAP
Education
Texas A&M University - Mays Business School 2002 — 2006
BS, Accounting and Information Technology
Brophy College Preparatory 1998 — 2002
HS Diploma
Enterprise Products April 2013 - Present
Enterprise Products August 2011 - April 2013
Woodforest National Bank November 2009 - August 2011
CBIZ June 2009 - November 2009
Chicago Bridge & Iron February 2007 - March 2009
KPMG September 2006 - December 2006
PricewaterhouseCoopers June 2006 - September 2006
Skills
MS Access, SQL Server, ACL, IT Audit, Internal Controls, Auditing, Banking, SAS70, ERP, Information Technology, Security, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Financial Reporting, Accounting, Financial Analysis, CISA, Risk Management, Hyperion Enterprise, General Ledger, Financial Risk, SAP
Education
Texas A&M University - Mays Business School 2002 — 2006
BS, Accounting and Information Technology
Brophy College Preparatory 1998 — 2002
HS Diploma
Derick Spath's CBIZ Experience October 2014 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ October 2014 - Present
Combined Services LLC October 2013 - October 2014
Merrimack Insurance and Retirement Planning December 2011 - November 2013
Aetna Student Health January 2007 - October 2011
Mutual of Omaha December 2004 - January 2007
Unum June 2002 - December 2004
Oxford Health Plans 1997 - 1999
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Account Management, Group Benefits, HIPAA, CRM, Human Resources, Customer Service, Sales, Brokers, Underwriting
Education
Southern New Hampshire University
BS, Business Studies
McIntosh College 1995 — 1997
Associates, Criminal Justice
Salem High School
CBIZ October 2014 - Present
Combined Services LLC October 2013 - October 2014
Merrimack Insurance and Retirement Planning December 2011 - November 2013
Aetna Student Health January 2007 - October 2011
Mutual of Omaha December 2004 - January 2007
Unum June 2002 - December 2004
Oxford Health Plans 1997 - 1999
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Account Management, Group Benefits, HIPAA, CRM, Human Resources, Customer Service, Sales, Brokers, Underwriting
Education
Southern New Hampshire University
BS, Business Studies
McIntosh College 1995 — 1997
Associates, Criminal Justice
Salem High School
Wendy Berndt, CPP's CBIZ Experience June 2013 - May 2014
Job Associate with Mercer
Industry Insurance
Experience
Mercer May 2014 - Present
CBIZ June 2013 - May 2014
HR Butler February 2010 - May 2013
HR Butler February 2007 - February 2010
NetJets July 2004 - February 2007
Skills
Benefits Administration, Payroll Services, Microsoft Office, Payroll Taxes, Payroll Conversions, Benefits Design, Benefits Negotiation, Marketing Communications, Company Brochures, Customer Retention, Competitive Analysis, Product Demonstration, Presentations, Timekeeping, Management, Customer Satisfaction, Customer Service, Mentoring, Payroll, Employee Relations, Disability Insurance, FMLA, Health Savings Accounts, Health Insurance, 401k, Workers Compensation
Education
The Ohio State University 2001 — 2004
Bachelor of Arts (B.A.), Communication
Mercer May 2014 - Present
CBIZ June 2013 - May 2014
HR Butler February 2010 - May 2013
HR Butler February 2007 - February 2010
NetJets July 2004 - February 2007
Skills
Benefits Administration, Payroll Services, Microsoft Office, Payroll Taxes, Payroll Conversions, Benefits Design, Benefits Negotiation, Marketing Communications, Company Brochures, Customer Retention, Competitive Analysis, Product Demonstration, Presentations, Timekeeping, Management, Customer Satisfaction, Customer Service, Mentoring, Payroll, Employee Relations, Disability Insurance, FMLA, Health Savings Accounts, Health Insurance, 401k, Workers Compensation
Education
The Ohio State University 2001 — 2004
Bachelor of Arts (B.A.), Communication
Darryl MacQuarrie's CBIZ Experience 2002 - 2004
Job Financial Professional
Industry Financial Services
Experience
DRM Financial Services 2009 - Present
Lattimore, Black, Morgan & Cain May 2006 - January 2009
CBIZ 2002 - 2004
PwC 2000 - 2002
Skills
Financial Analysis, Tax, Strategic Planning, Real Estate, Budgets, Microsoft Office, Accounting, Management, Banking, Marketing, Social Media, Marketing Strategy, Public Speaking, Leadership, Customer Service, Negotiation, Finance, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Corporate Finance, Consulting
Education
Texas Christian University
Bachelor's degree, Finance
DRM Financial Services 2009 - Present
Lattimore, Black, Morgan & Cain May 2006 - January 2009
CBIZ 2002 - 2004
PwC 2000 - 2002
Skills
Financial Analysis, Tax, Strategic Planning, Real Estate, Budgets, Microsoft Office, Accounting, Management, Banking, Marketing, Social Media, Marketing Strategy, Public Speaking, Leadership, Customer Service, Negotiation, Finance, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Corporate Finance, Consulting
Education
Texas Christian University
Bachelor's degree, Finance
Rich Hermes's CBIZ Experience 2006 - Present
Job Senior Property Tax Manager at CBIZ
Industry Accounting
Experience
CBIZ 2006 - Present
May Department Stores Company June 1988 - February 2006
Skills
Financial Analysis, Property Tax, Real Estate, Commercial Real Estate, Analysis, Tax, Fixed Assets, Tax Accounting, Management, GAAP, Retail, Auditing, Valuation, General Ledger, Real Estate Economics, Tax Research, Due Diligence, Sarbanes-Oxley Act, Income Tax, PeopleSoft, Appraisals, Leases, Strategic Planning, Negotiation, Financial Reporting, Forecasting, Strategic Financial..., Budgets, Corporate Tax
Education
Southern Illinois University, Edwardsville
Finance
CBIZ 2006 - Present
May Department Stores Company June 1988 - February 2006
Skills
Financial Analysis, Property Tax, Real Estate, Commercial Real Estate, Analysis, Tax, Fixed Assets, Tax Accounting, Management, GAAP, Retail, Auditing, Valuation, General Ledger, Real Estate Economics, Tax Research, Due Diligence, Sarbanes-Oxley Act, Income Tax, PeopleSoft, Appraisals, Leases, Strategic Planning, Negotiation, Financial Reporting, Forecasting, Strategic Financial..., Budgets, Corporate Tax
Education
Southern Illinois University, Edwardsville
Finance
Richard Lenza's CBIZ Experience July 2008 - July 2012
Job Grant Thornton LLP Director State and Local Tax
Industry Accounting
Experience
Grant Thornton LLP December 2012 - Present
CBIZ July 2008 - July 2012
Shughart Thomson & Kilroy April 1998 - July 2008
Missouri Department of Revenue June 1995 - April 1998
Skills
Tax, State Tax, Corporate Tax, Tax Research, Tax Law, Income Tax, Litigation, Corporate Law
Education
University of Missouri-Kansas City School of Law 1990 — 1992
Master of Laws (LLM), Taxation
Suffolk University - Sawyer School of Management 1976 — 1979
Master of Business Administration (MBA)
Suffolk University Law School 1976 — 1979
Doctor of Law (JD)
Bentley College 1972 — 1976
Bachelor of Arts (B.A.), Economics and Government
Grant Thornton LLP December 2012 - Present
CBIZ July 2008 - July 2012
Shughart Thomson & Kilroy April 1998 - July 2008
Missouri Department of Revenue June 1995 - April 1998
Skills
Tax, State Tax, Corporate Tax, Tax Research, Tax Law, Income Tax, Litigation, Corporate Law
Education
University of Missouri-Kansas City School of Law 1990 — 1992
Master of Laws (LLM), Taxation
Suffolk University - Sawyer School of Management 1976 — 1979
Master of Business Administration (MBA)
Suffolk University Law School 1976 — 1979
Doctor of Law (JD)
Bentley College 1972 — 1976
Bachelor of Arts (B.A.), Economics and Government
Susan Kwong's CBIZ Experience December 1998 - September 2001
Job
Industry
Experience
CBIZ December 1998 - September 2001
KPMG US August 1995 - November 1998
Franklin Templeton Investments September 1992 - July 1995
Education
San Jose State University 1987 — 1992
Bachelor of Science (BS), Management Information Systems
CBIZ December 1998 - September 2001
KPMG US August 1995 - November 1998
Franklin Templeton Investments September 1992 - July 1995
Education
San Jose State University 1987 — 1992
Bachelor of Science (BS), Management Information Systems
Douglas Deitle's CBIZ Experience April 2003 - Present
Job Business Analyst, IT
Industry
Experience
CBIZ April 2003 - Present
GLT Companies July 1985 - April 2003
ROBERT E. DEKEN, PA February 1984 - February 1986
Skills
Microsoft Office, Access, Strategic Planning, Databases, Salesforce.com, Management, Business Analysis, Process Improvement, SQL, Team Leadership, Accounting, Microsoft Excel, Project Management
Education
The University of Akron 1978 — 1982
BS, Accounting
CBIZ April 2003 - Present
GLT Companies July 1985 - April 2003
ROBERT E. DEKEN, PA February 1984 - February 1986
Skills
Microsoft Office, Access, Strategic Planning, Databases, Salesforce.com, Management, Business Analysis, Process Improvement, SQL, Team Leadership, Accounting, Microsoft Excel, Project Management
Education
The University of Akron 1978 — 1982
BS, Accounting
Jennifer Jellings's CBIZ Experience October 2004 - April 2007
Job Executive Assistant
Industry Defense & Space
Experience
Lockheed Martin Corporation April 2007 - Present
Washington National Opera August 2007 - June 2014
CBIZ October 2004 - April 2007
Hyatt Hotels Corporation February 1999 - July 2003
Education
The Catholic University of America
Bachelor of Arts (BA), Music
University of Northern Iowa
Music
Lockheed Martin Corporation April 2007 - Present
Washington National Opera August 2007 - June 2014
CBIZ October 2004 - April 2007
Hyatt Hotels Corporation February 1999 - July 2003
Education
The Catholic University of America
Bachelor of Arts (BA), Music
University of Northern Iowa
Music
Robert Gleyzer's CBIZ Experience June 2014 - Present
Job Account Executive Healthcare at CBIZ
Industry Insurance
Experience
CBIZ June 2014 - Present
Philadelphia Insurance Companies 2013 - 2014
Philadelphia Insurance Companies 2013 - 2014
American International Group 2008 - 2013
Skills
Insurance, Healthcare, Risk Management, Professional Liability, MBA, Salesforce.com, CDFI
Education
Temple University - Fox School of Business and Management
Bachelor's of Science, Healthcare Risk Management
Temple University - Fox School of Business and Management
MBA, Business Administration and Management, General
CBIZ June 2014 - Present
Philadelphia Insurance Companies 2013 - 2014
Philadelphia Insurance Companies 2013 - 2014
American International Group 2008 - 2013
Skills
Insurance, Healthcare, Risk Management, Professional Liability, MBA, Salesforce.com, CDFI
Education
Temple University - Fox School of Business and Management
Bachelor's of Science, Healthcare Risk Management
Temple University - Fox School of Business and Management
MBA, Business Administration and Management, General
Christopher Laserinko's CBIZ Experience January 2014 - Present
Job Senior Valuation Analyst at CBIZ
Industry Financial Services
Experience
CBIZ January 2014 - Present
Atlas Capital January 2010 - September 2013
Nancy Chambers Underwood Endowment Fund August 2012 - June 2013
BNP Paribas Prime Brokerage October 2008 - June 2009
Banc of America Securities April 2007 - October 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Financial Statement..., Valuation, Investment Banking, Equity Research, Finance, Investments, Analysis, Equities, Portfolio Management, Securities, Financial Accounting, M&A analysis, Bloomberg, Option Pricing Models, Monte Carlo Simulation, Stochastic Simulation, Credit Derivatives, Financial Reporting, Business Valuation, Trade Operations, Middle Office, Back Office, Trade Settlement, Hedge Accounting, Modern Portfolio Theory, Strategy, Capital Markets, Corporate Finance, Financial Markets, Management, Equity Capital Markets, Purchase Price..., Financial Statements, Capital IQ, DCF, Equity Valuation, Bloomberg Terminal, Derivatives, Fixed Income, Investment Management, Financial Services, LBO, Mergers & Acquisitions, Asset Management, Accounting, Options, Alternative Investments
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of North Texas 2005 — 2007
Bachelor's degree, Political Science and Government
University of North Texas 2002 — 2005
Bachelor's degree, English Language and Literature, General
Jesuit College Preparatory of Dallas 1997 — 2001
CBIZ January 2014 - Present
Atlas Capital January 2010 - September 2013
Nancy Chambers Underwood Endowment Fund August 2012 - June 2013
BNP Paribas Prime Brokerage October 2008 - June 2009
Banc of America Securities April 2007 - October 2008
Skills
Hedge Funds, Financial Analysis, Financial Modeling, Financial Statement..., Valuation, Investment Banking, Equity Research, Finance, Investments, Analysis, Equities, Portfolio Management, Securities, Financial Accounting, M&A analysis, Bloomberg, Option Pricing Models, Monte Carlo Simulation, Stochastic Simulation, Credit Derivatives, Financial Reporting, Business Valuation, Trade Operations, Middle Office, Back Office, Trade Settlement, Hedge Accounting, Modern Portfolio Theory, Strategy, Capital Markets, Corporate Finance, Financial Markets, Management, Equity Capital Markets, Purchase Price..., Financial Statements, Capital IQ, DCF, Equity Valuation, Bloomberg Terminal, Derivatives, Fixed Income, Investment Management, Financial Services, LBO, Mergers & Acquisitions, Asset Management, Accounting, Options, Alternative Investments
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of North Texas 2005 — 2007
Bachelor's degree, Political Science and Government
University of North Texas 2002 — 2005
Bachelor's degree, English Language and Literature, General
Jesuit College Preparatory of Dallas 1997 — 2001
Wenjing (Sherry) Wu, CPA's CBIZ Experience November 2012 - Present
Job Auditor
Industry Accounting
Experience
CBIZ November 2012 - Present
PricewaterhouseCoopers, LLP October 2011 - November 2012
Lindquist, von Husen & Joyce January 2008 - September 2011
Skills
Assurance, Internal Controls, IFRS, Risk Assessment, US GAAP, Big 4, Financial Audits, Manufacturing, Retail, Compliance, Non-profits, OMB Circular A-133, Mandarin, Auditing, Financial Analysis
Education
Suffolk University - Sawyer School of Management
Master, Accounting
Southeast University
Bachelor of Science (B.S.), Accounting
CBIZ November 2012 - Present
PricewaterhouseCoopers, LLP October 2011 - November 2012
Lindquist, von Husen & Joyce January 2008 - September 2011
Skills
Assurance, Internal Controls, IFRS, Risk Assessment, US GAAP, Big 4, Financial Audits, Manufacturing, Retail, Compliance, Non-profits, OMB Circular A-133, Mandarin, Auditing, Financial Analysis
Education
Suffolk University - Sawyer School of Management
Master, Accounting
Southeast University
Bachelor of Science (B.S.), Accounting
Lori N Karriker's CBIZ Experience May 1999 - December 2002
Job Account Manager at BB&T
Industry Financial Services
Experience
BB&T November 2003 - Present
Digital Insurance January 2003 - October 2003
CBIZ May 1999 - December 2002
Phoenix Mutual July 1987 - February 1999
Skills
Customer Service, Sales, Leadership, Microsoft Office, Financial Analysis, Risk Management, Marketing, Project Management, Credit, Finance
Education
The University of Georgia 1982 — 1987
Bachelor's degree, Insurance & Risk Management
BB&T November 2003 - Present
Digital Insurance January 2003 - October 2003
CBIZ May 1999 - December 2002
Phoenix Mutual July 1987 - February 1999
Skills
Customer Service, Sales, Leadership, Microsoft Office, Financial Analysis, Risk Management, Marketing, Project Management, Credit, Finance
Education
The University of Georgia 1982 — 1987
Bachelor's degree, Insurance & Risk Management
James Budai, ASA, EA, MAAA's CBIZ Experience June 2014 - Present
Job Consulting Actuary
Industry Human Resources
Experience
CBIZ June 2014 - Present
Tegrit Group August 2013 - May 2014
Mercer February 2005 - July 2013
Skills
Actuarial, Actuarial Science, Defined Benefit, Pension Administration, Retirement Plan..., Pension Funds, Valuation, Actuarial Consulting, Retirement, Pensions, Qualified Retirement..., Project Management, Pension Schemes, Data Analysis
Education
The Ohio State University 1997 — 2005
BS, Actuarial Science and Psychology
CBIZ June 2014 - Present
Tegrit Group August 2013 - May 2014
Mercer February 2005 - July 2013
Skills
Actuarial, Actuarial Science, Defined Benefit, Pension Administration, Retirement Plan..., Pension Funds, Valuation, Actuarial Consulting, Retirement, Pensions, Qualified Retirement..., Project Management, Pension Schemes, Data Analysis
Education
The Ohio State University 1997 — 2005
BS, Actuarial Science and Psychology
Steve Leff's CBIZ Experience Shareholder/ Board memberMayer Hoffman McCann P.C.2001 - Present
Job senior managing director at CBIZ
Industry Management Consulting
Experience
CBIZ Shareholder/ Board memberMayer Hoffman McCann P.C.2001 - Present
Skills
Forensic Accounting, GAAP, Mergers & Acquisitions, Business Valuation, Accounting, Due Diligence, Financial Analysis, Auditing, SEC filings, Mergers, CPA, Litigation Consulting, Financial Reporting, Strategic Planning, Management, Financial Accounting, Internal Controls, US GAAP, Finance, Tax, Financial Planning, Sarbanes-Oxley Act, Corporate Tax, Executive Management
Education
Temple University
Bachelor's Degree, Accounting and Finance
cheltenham High School
CBIZ Shareholder/ Board memberMayer Hoffman McCann P.C.2001 - Present
Skills
Forensic Accounting, GAAP, Mergers & Acquisitions, Business Valuation, Accounting, Due Diligence, Financial Analysis, Auditing, SEC filings, Mergers, CPA, Litigation Consulting, Financial Reporting, Strategic Planning, Management, Financial Accounting, Internal Controls, US GAAP, Finance, Tax, Financial Planning, Sarbanes-Oxley Act, Corporate Tax, Executive Management
Education
Temple University
Bachelor's Degree, Accounting and Finance
cheltenham High School
Tammy Vogler, CEBS's CBIZ Experience May 2004 - March 2006
Job Experienced Employee Benefits Consultant
Industry Insurance
Experience
Aon Hewitt May 2011 - June 2013
Buck Consultants July 2007 - January 2011
Independant Contractor/Consultant July 2006 - October 2006
CBIZ May 2004 - March 2006
The Hartford October 2003 - April 2004
Great-West Life November 2000 - June 2002
Buck Consultants May 1997 - November 2000
Fortis Benefits October 1990 - June 1994
Skills
CEBS, HIAA Group A & B, Licensed Life & Health..., Licensed Property &..., Licensed Variable Lines..., Microsoft Office
Education
St. Louis Community College
Associate of Arts and Sciences (AAS)
Aon Hewitt May 2011 - June 2013
Buck Consultants July 2007 - January 2011
Independant Contractor/Consultant July 2006 - October 2006
CBIZ May 2004 - March 2006
The Hartford October 2003 - April 2004
Great-West Life November 2000 - June 2002
Buck Consultants May 1997 - November 2000
Fortis Benefits October 1990 - June 1994
Skills
CEBS, HIAA Group A & B, Licensed Life & Health..., Licensed Property &..., Licensed Variable Lines..., Microsoft Office
Education
St. Louis Community College
Associate of Arts and Sciences (AAS)
Carrie DeLima's CBIZ Experience September 1999 - September 2003
Job
Industry Accounting
Experience
CVentures Inc September 2003 - Present
CBIZ September 1999 - September 2003
Hiratsuka Cassaday & Schaus LLP September 1997 - September 1999
Hanegan & Pillow LLP February 1996 - September 1997
Skills
Financial Accounting, Accounting, Financial Reporting, Microsoft Excel, Tax, QuickBooks, Auditing, Strategic Planning, Account Reconciliation
Education
The Ohio State University 1990 — 1995
CVentures Inc September 2003 - Present
CBIZ September 1999 - September 2003
Hiratsuka Cassaday & Schaus LLP September 1997 - September 1999
Hanegan & Pillow LLP February 1996 - September 1997
Skills
Financial Accounting, Accounting, Financial Reporting, Microsoft Excel, Tax, QuickBooks, Auditing, Strategic Planning, Account Reconciliation
Education
The Ohio State University 1990 — 1995
Lori Thoenen's CBIZ Experience April 2012 - Present
Job Benefits Administrator at CBIZ
Industry Human Resources
Experience
CBIZ April 2012 - Present
CBIZ April 2012 - Present
S. D.Myers Inc September 2008 - June 2011
Newell Rubbermaid April 2005 - May 2008
Diebold December 1996 - April 2004
Skills
Benefits, Hiring/firing, Disciplinary Actions, Grievances, Interviews, Hiring, Job Descriptions, New Hire Orientations, Employee Benefits, Applicant Tracking..., Personnel Management, Human Resources, Strategic HR, HR Policies, Disciplinaries, Workforce Planning, Exit Interviews
Education
The University of Akron 1979 — 1981
CBIZ April 2012 - Present
CBIZ April 2012 - Present
S. D.Myers Inc September 2008 - June 2011
Newell Rubbermaid April 2005 - May 2008
Diebold December 1996 - April 2004
Skills
Benefits, Hiring/firing, Disciplinary Actions, Grievances, Interviews, Hiring, Job Descriptions, New Hire Orientations, Employee Benefits, Applicant Tracking..., Personnel Management, Human Resources, Strategic HR, HR Policies, Disciplinaries, Workforce Planning, Exit Interviews
Education
The University of Akron 1979 — 1981
Kathy Crouch's CBIZ Experience May 2004 - May 2007
Job Data Entry Operator Torchmark
Industry Primary/Secondary Education
Experience
Animal Crackers June 2009 - Present
MedQuist January 2008 - November 2008
CBIZ May 2004 - May 2007
Burnham Insurance May 2003 - May 2004
The CMI Group August 1998 - April 2003
Skills
Excel, Microsoft Office, Databases, PowerPoint, Word, Customer Service, Administration, Supervisory Skills, Problem Solving, Outlook, Event Planning, Editing, Accounts Receivable, Coaching, Inventory Management, Data Entry, Team Building, Social Media, Performance Management, Access, Hiring, SAP, Microsoft Word, System Administration
Education
University of North Texas 1998 — 2000
BA, History
Southern Methodist University 1996 — 1998
Animal Crackers June 2009 - Present
MedQuist January 2008 - November 2008
CBIZ May 2004 - May 2007
Burnham Insurance May 2003 - May 2004
The CMI Group August 1998 - April 2003
Skills
Excel, Microsoft Office, Databases, PowerPoint, Word, Customer Service, Administration, Supervisory Skills, Problem Solving, Outlook, Event Planning, Editing, Accounts Receivable, Coaching, Inventory Management, Data Entry, Team Building, Social Media, Performance Management, Access, Hiring, SAP, Microsoft Word, System Administration
Education
University of North Texas 1998 — 2000
BA, History
Southern Methodist University 1996 — 1998
Kate Ford's CBIZ Experience October 2013 - Present
Job
Industry Financial Services
Experience
CBIZ October 2013 - Present
Blue Sombrero, a Dick's Sporting Goods Company October 2012 - October 2013
Renova Partners, LLC October 2011 - October 2012
Skills
QuickBooks, Outlook, Microsoft Excel, Microsoft Word, WordPress, Human Resources, Microsoft Office, Time Management, Event Planning, Social Media, Customer Service, Facebook, Salesforce.com, Research, Training, Leadership, Management, Sports, Customer Satisfaction, Account Management
Education
The University of Georgia 2007 — 2011
Bachelor of Science, Agribusiness
The Lovett School 2000 — 2007
CBIZ October 2013 - Present
Blue Sombrero, a Dick's Sporting Goods Company October 2012 - October 2013
Renova Partners, LLC October 2011 - October 2012
Skills
QuickBooks, Outlook, Microsoft Excel, Microsoft Word, WordPress, Human Resources, Microsoft Office, Time Management, Event Planning, Social Media, Customer Service, Facebook, Salesforce.com, Research, Training, Leadership, Management, Sports, Customer Satisfaction, Account Management
Education
The University of Georgia 2007 — 2011
Bachelor of Science, Agribusiness
The Lovett School 2000 — 2007
Ken Tindall's CBIZ Experience 1998 - Present
Job Senior Tax Manager at CBIZ
Industry Management Consulting
Experience
CBIZ 1998 - Present
Education
San Diego State University-California State University 1986 — 1991
B.S., Accounting
CBIZ 1998 - Present
Education
San Diego State University-California State University 1986 — 1991
B.S., Accounting
Dana Patterson's CBIZ Experience 2000 - 2005
Job Tax Manager at Offereins, Janda, Roe & McCahan
Industry Accounting
Experience
Offereins, Janda, Roe & McCahan November 2006 - Present
CBIZ 2000 - 2005
Skills
Financial Reporting, CPA, Accounting, Corporate Tax, Income Tax, Tax
Education
San Jose State University 1995 — 1998
Bachelor of Science, Business
Offereins, Janda, Roe & McCahan November 2006 - Present
CBIZ 2000 - 2005
Skills
Financial Reporting, CPA, Accounting, Corporate Tax, Income Tax, Tax
Education
San Jose State University 1995 — 1998
Bachelor of Science, Business
Jef McCreery's CBIZ Experience 1999 - 2007
Job Director of Core Systems at Washington and Lee University
Industry Higher Education
Experience
Washington and Lee University 2008 - Present
Virginia Military Institute 2006 - 2008
CBIZ 1999 - 2007
Skills
Windows, Troubleshooting, Microsoft Office, Higher Education, Public Speaking, Research, Project Management, Program Management, Active Directory, Virtualization, Windows Server, VMware, Citrix Xendesktop, Microsoft Exchange, Microsoft Servers, Citrix, Linux, Networking, Social Media
Education
Shenandoah University 1992 — 1997
Bachel of Arts, Commercial Music
Washington and Lee University 2008 - Present
Virginia Military Institute 2006 - 2008
CBIZ 1999 - 2007
Skills
Windows, Troubleshooting, Microsoft Office, Higher Education, Public Speaking, Research, Project Management, Program Management, Active Directory, Virtualization, Windows Server, VMware, Citrix Xendesktop, Microsoft Exchange, Microsoft Servers, Citrix, Linux, Networking, Social Media
Education
Shenandoah University 1992 — 1997
Bachel of Arts, Commercial Music
Lorraine Felix's CBIZ Experience 2002 - 2003
Job Business Manager at WorkForce Matters, LLC
Industry Human Resources
Experience
WorkForce Matters, LLC 2012 - Present
Childrens' Creative Learning Centers 2004 - 2005
Childrens' Creative Learning Centers 2003 - 2004
CBIZ 2002 - 2003
Skills
Program Management, Human Resources, Strategy, Recruiting, Management
Education
Santa Clara University
Bachelor of Science (BS), Economics
St. Francis High School
WorkForce Matters, LLC 2012 - Present
Childrens' Creative Learning Centers 2004 - 2005
Childrens' Creative Learning Centers 2003 - 2004
CBIZ 2002 - 2003
Skills
Program Management, Human Resources, Strategy, Recruiting, Management
Education
Santa Clara University
Bachelor of Science (BS), Economics
St. Francis High School
Wendy DiGioia's CBIZ Experience October 1995 - October 1999
Job Senior Underwriter at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance October 2012 - Present
Nationwide Insurance October 1999 - October 2012
CBIZ October 1995 - October 1999
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Highly detail oriented, Problem Solving, User Acceptance Testing, Risk Management, Underwriting, Insurance, Customer Service, General Insurance, Employee Benefits, Health Insurance, Analysis, Outlook, Actuarial Science
Education
The Ohio State University
Bachelor of Arts (B.A.), Mathematics
Nationwide Insurance October 2012 - Present
Nationwide Insurance October 1999 - October 2012
CBIZ October 1995 - October 1999
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Highly detail oriented, Problem Solving, User Acceptance Testing, Risk Management, Underwriting, Insurance, Customer Service, General Insurance, Employee Benefits, Health Insurance, Analysis, Outlook, Actuarial Science
Education
The Ohio State University
Bachelor of Arts (B.A.), Mathematics
Catherine Sokol's CBIZ Experience
Job Senior Accountant at CBIZ
Industry Management Consulting
Experience
CBIZ
Education
The College of Saint Rose 2008 — 2009
Master of Business Administration (MBA), 3.82
Siena College 2004 — 2008
Bachelor of Science (B.S.), Accounting
CBIZ
Education
The College of Saint Rose 2008 — 2009
Master of Business Administration (MBA), 3.82
Siena College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Catherine Schlueter's CBIZ Experience December 1999 - January 2004
Job Owner Catherine L. Schlueter, CPA, PC
Industry Accounting
Experience
Self-employed January 2004 - Present
CBIZ December 1999 - January 2004
Ander, Minkler & Diehl, LLP CPA's May 1993 - November 1999
Skills
Sales & Use Tax..., Income Tax, QuickBooks, Multi-state tax returns
Education
University of Missouri-Columbia 1986 — 1988
Bachelor's degree, Accounting
St. Louis Community College 1985 — 1986
Self-employed January 2004 - Present
CBIZ December 1999 - January 2004
Ander, Minkler & Diehl, LLP CPA's May 1993 - November 1999
Skills
Sales & Use Tax..., Income Tax, QuickBooks, Multi-state tax returns
Education
University of Missouri-Columbia 1986 — 1988
Bachelor's degree, Accounting
St. Louis Community College 1985 — 1986
Ginger Clare's CBIZ Experience May 1997 - March 1999
Job Benefits Manager at Wagner Logistics
Industry Logistics and Supply Chain
Experience
Wagner Logistics March 1999 - Present
CBIZ May 1997 - March 1999
ABB March 1981 - July 1996
Education
College of New Rochelle 1974 — 1978
Bachelor of Arts (BA), English Language and Literature, General
Wagner Logistics March 1999 - Present
CBIZ May 1997 - March 1999
ABB March 1981 - July 1996
Education
College of New Rochelle 1974 — 1978
Bachelor of Arts (BA), English Language and Literature, General
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych