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
Vinhson Nguyen Vinhson Nguyen's CBIZ Experience November 2014 - Present
Job Customer Service Representative at CBIZ
Industry Law Enforcement
Experience
CBIZ November 2014 - Present
Coldwell Banker Residential Brokerage July 2013 - August 2014
Irvine Police Department March 2014 - June 2014
Consumers Law Group, Inc. February 2013 - August 2013
UCI Transportation and Distribution Services August 2010 - September 2012
Quiznos September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, English, Social Media, Windows, HTML, Event Planning, Illustrator, Photography
Education
University of California, Irvine 2009 — 2014
Bachelor of Arts (B.A.), Criminology
Fountain Valley High School 2005 — 2009
CBIZ November 2014 - Present
Coldwell Banker Residential Brokerage July 2013 - August 2014
Irvine Police Department March 2014 - June 2014
Consumers Law Group, Inc. February 2013 - August 2013
UCI Transportation and Distribution Services August 2010 - September 2012
Quiznos September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, English, Social Media, Windows, HTML, Event Planning, Illustrator, Photography
Education
University of California, Irvine 2009 — 2014
Bachelor of Arts (B.A.), Criminology
Fountain Valley High School 2005 — 2009
Claire Bissot, SPHR Claire Bissot, SPHR's CBIZ Experience November 2010 - Present
Job Experienced Human Resources Consultant and Business Development Manager
Industry Human Resources
Experience
CBIZ November 2010 - Present
CBIZ April 2009 - May 2013
CBIZ April 2008 - March 2009
CBIZ August 2007 - March 2008
McLane Company, Inc March 2006 - May 2007
Skills
Employee Relations, Human Resources, Strategy, Performance Management, Recruiting, Payroll, Deferred Compensation, Hiring, Personnel Management, Employee Benefits, FMLA, Benefits Administration, Business Development, Leave of Absence..., Mergers & Acquisitions, Strategic Planning, Employment Law...
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Business Administration
Monsignor Kelly Catholic High School 1999 — 2003
High School Diploma
CBIZ November 2010 - Present
CBIZ April 2009 - May 2013
CBIZ April 2008 - March 2009
CBIZ August 2007 - March 2008
McLane Company, Inc March 2006 - May 2007
Skills
Employee Relations, Human Resources, Strategy, Performance Management, Recruiting, Payroll, Deferred Compensation, Hiring, Personnel Management, Employee Benefits, FMLA, Benefits Administration, Business Development, Leave of Absence..., Mergers & Acquisitions, Strategic Planning, Employment Law...
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Business Administration
Monsignor Kelly Catholic High School 1999 — 2003
High School Diploma
Maria Serafica-Stermer, CPA, CVA's CBIZ Experience 2003 - 2004
Job VP, Hoffman, Stermer & Associates
Industry Accounting
Experience
Hoffman, Stermer & Associates, Inc. January 2009 - Present
Stermer & Associates, An Accountancy Corporation January 2007 - December 2008
UCLA Health System October 2005 - January 2008
Aeolian Ballet Theatre/L.A. January 1999 - December 2005
CBIZ 2003 - 2004
UCLA 1996 - 2003
Massachusetts Institute of Technology (MIT) 1994 - 1995
Skills
Non-profits, Accounting, Tax, Entertainment Accounting, Business Management, Business Valuation, Litigation Support, Construction Accounting, Solar Industry, Management, Nonprofits, Small Business, Financial Statements, QuickBooks, Estate Planning, Strategy, Analysis, Valuation, Budgets, Financial Planners, Due Diligence, Business Planning, Strategic Planning, Start-ups, Executive Management, Financial Analysis, Finance, Financial Planning
Education
University of California, Los Angeles 1989 — 1992
Bachelor of Arts, English Literature
UCLA Extension 1999 — 2001
Accounting Certificate, Accounting and Tax
Hoffman, Stermer & Associates, Inc. January 2009 - Present
Stermer & Associates, An Accountancy Corporation January 2007 - December 2008
UCLA Health System October 2005 - January 2008
Aeolian Ballet Theatre/L.A. January 1999 - December 2005
CBIZ 2003 - 2004
UCLA 1996 - 2003
Massachusetts Institute of Technology (MIT) 1994 - 1995
Skills
Non-profits, Accounting, Tax, Entertainment Accounting, Business Management, Business Valuation, Litigation Support, Construction Accounting, Solar Industry, Management, Nonprofits, Small Business, Financial Statements, QuickBooks, Estate Planning, Strategy, Analysis, Valuation, Budgets, Financial Planners, Due Diligence, Business Planning, Strategic Planning, Start-ups, Executive Management, Financial Analysis, Finance, Financial Planning
Education
University of California, Los Angeles 1989 — 1992
Bachelor of Arts, English Literature
UCLA Extension 1999 — 2001
Accounting Certificate, Accounting and Tax
Shelley Moses-Reed's CBIZ Experience 1993 - 1996
Job Founder & CEO at PIVOT iT, LLC
Industry Information Technology and Services
Alison Hutchinson Alison Hutchinson's CBIZ Experience March 2005 - January 2013
Job Senior Compensation, Benefits, & HRIS Specialist at Amy's
Industry Human Resources
Experience
Amy's Kitchen February 2013 - Present
CBIZ March 2005 - January 2013
MTech / Fluid Industrial December 2000 - March 2005
Morin August 1997 - July 2000
Skills
Employee Benefits, COBRA, Payroll, Benefits Administration, Insurance, Human Resources
Education
Union College 1993 — 1997
Bachelor of Science (B.S.)
Miss Porters School 1989 — 1993
Amy's Kitchen February 2013 - Present
CBIZ March 2005 - January 2013
MTech / Fluid Industrial December 2000 - March 2005
Morin August 1997 - July 2000
Skills
Employee Benefits, COBRA, Payroll, Benefits Administration, Insurance, Human Resources
Education
Union College 1993 — 1997
Bachelor of Science (B.S.)
Miss Porters School 1989 — 1993
Jeff Geurts's CBIZ Experience January 2004 - October 2009
Job Chief Financial Officer at ViralNova
Industry Internet
Experience
ViralNova.com March 2014 - Present
QuiBids October 2009 - May 2014
CBIZ January 2004 - October 2009
Lowenstein Financial Solutions, Inc. August 2000 - December 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Management, Internal Controls, Financial Accounting, Auditing, Excel, Strategic Planning, General Ledger, Financial Statements, Revenue Recognition, Bookkeeping, Management Consulting, Cash Flow, Business Strategy, Management, Microsoft Excel, Managerial Finance, Forecasting, Payroll, Finance, Leadership, Human Resources, US GAAP, GAAP, Recruiting, Due Diligence, Analysis, Cash Management, Financial Audits, CPA, Internal Audit, Tax, QuickBooks, Accounts Payable, Accounts Receivable
Education
The University of Kansas 1998 — 2003
Bachelors
The University of Kansas 1998 — 2003
ViralNova.com March 2014 - Present
QuiBids October 2009 - May 2014
CBIZ January 2004 - October 2009
Lowenstein Financial Solutions, Inc. August 2000 - December 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Management, Internal Controls, Financial Accounting, Auditing, Excel, Strategic Planning, General Ledger, Financial Statements, Revenue Recognition, Bookkeeping, Management Consulting, Cash Flow, Business Strategy, Management, Microsoft Excel, Managerial Finance, Forecasting, Payroll, Finance, Leadership, Human Resources, US GAAP, GAAP, Recruiting, Due Diligence, Analysis, Cash Management, Financial Audits, CPA, Internal Audit, Tax, QuickBooks, Accounts Payable, Accounts Receivable
Education
The University of Kansas 1998 — 2003
Bachelors
The University of Kansas 1998 — 2003
Jeff Koss's CBIZ Experience January 2013 - September 2014
Job Senior Financial Officer (Interim) at City of Wilmington, DE
Industry Accounting
Experience
City of Wilmington, DE July 2015 - Present
City of Wilmington, DE September 2014 - July 2015
CBIZ January 2013 - September 2014
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP July 2009 - December 2011
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Accounting, MIS
City of Wilmington, DE July 2015 - Present
City of Wilmington, DE September 2014 - July 2015
CBIZ January 2013 - September 2014
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP July 2009 - December 2011
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Accounting, MIS
Aubrey Bullion, RHU's CBIZ Experience March 2010 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ March 2010 - Present
MeyersDining Insurance March 2005 - October 2008
Skills
Employee Benefits, Group Benefit Plans, Health Insurance, Superior Client Service, Employee Wellness..., Presentations, Building Relationships, Health Care Reform, Self-funded, Health Savings Accounts, Life Insurance, Benefits Administration, Brokers, COBRA, Underwriting, Client Services
Education
University of Colorado Boulder 1999 — 2003
Bachelor of Arts, English Literature
Manual High School 1994 — 1998
CBIZ March 2010 - Present
MeyersDining Insurance March 2005 - October 2008
Skills
Employee Benefits, Group Benefit Plans, Health Insurance, Superior Client Service, Employee Wellness..., Presentations, Building Relationships, Health Care Reform, Self-funded, Health Savings Accounts, Life Insurance, Benefits Administration, Brokers, COBRA, Underwriting, Client Services
Education
University of Colorado Boulder 1999 — 2003
Bachelor of Arts, English Literature
Manual High School 1994 — 1998
Donald Swartz Donald Swartz's CBIZ Experience 1995 - June 2014
Job President and Principal at Swartz + Associates, Inc. Lover of Chiefs, Royals and golf| Avid "Cruiser"| Poker Enthusiast
Industry Accounting
Experience
Swartz + Associates, Inc. June 2014 - Present
CBIZ 1995 - June 2014
CBIZ MHM, LLC November 1995 - May 2014
Skills
Tax, Valuation, Real Estate, Strategic Planning, Financial Analysis, Management, Mergers & Acquisitions, Due Diligence, Accounting, Financial Reporting, Finance, Financial Statements, Commercial Real Estate
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
B.B.A., Finance Emphasis
University of Iowa
Bachelor, Business Administration; Finance
American Society of Appraisers
Accredited Senior Appraiser, Machinery and Technical Specialties
Swartz + Associates, Inc. June 2014 - Present
CBIZ 1995 - June 2014
CBIZ MHM, LLC November 1995 - May 2014
Skills
Tax, Valuation, Real Estate, Strategic Planning, Financial Analysis, Management, Mergers & Acquisitions, Due Diligence, Accounting, Financial Reporting, Finance, Financial Statements, Commercial Real Estate
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
B.B.A., Finance Emphasis
University of Iowa
Bachelor, Business Administration; Finance
American Society of Appraisers
Accredited Senior Appraiser, Machinery and Technical Specialties
Danielle Starr Danielle Starr's CBIZ Experience June 2015 - August 2015
Job Intern at CBIZ
Industry
Experience
Real Estate Club January 2015 - Present
CBIZ June 2015 - August 2015
The Early School Camp at Temple B'nai Abraham June 2010 - August 2014
University of Maryland, Residence Hall Association September 2013 - May 2014
Temple B'nai Abraham September 2012 - June 2013
Skills
Accounting, Business, Marketing Strategy, Social Media Marketing, Finance, Economics, PowerPoint, Internet, Entrepreneurship, Global Marketing, Global Enterprise, Time Management
Education
University of Maryland College Park 2013 — 2017
Bachelor's Degree, Accounting at Robert H. Smith School of Business, Junior
Livingston High School 2009 — 2013
Real Estate Club January 2015 - Present
CBIZ June 2015 - August 2015
The Early School Camp at Temple B'nai Abraham June 2010 - August 2014
University of Maryland, Residence Hall Association September 2013 - May 2014
Temple B'nai Abraham September 2012 - June 2013
Skills
Accounting, Business, Marketing Strategy, Social Media Marketing, Finance, Economics, PowerPoint, Internet, Entrepreneurship, Global Marketing, Global Enterprise, Time Management
Education
University of Maryland College Park 2013 — 2017
Bachelor's Degree, Accounting at Robert H. Smith School of Business, Junior
Livingston High School 2009 — 2013
Emily Codr's CBIZ Experience November 2001 - March 2005
Job Retirement Plan Coordinator
Industry Financial Services
Experience
Feltz WealthPLAN September 2010 - Present
Blackman & Associates, P.C. March 2005 - January 2010
CBIZ November 2001 - March 2005
Skills
Retirement Planning, Mutual Funds, Employee Benefits, Insurance, Financial Services, Management, 401k
Education
University of Kansas 1998 — 2001
Bachelor's degree
Duchesne Academy 1993 — 1997
Feltz WealthPLAN September 2010 - Present
Blackman & Associates, P.C. March 2005 - January 2010
CBIZ November 2001 - March 2005
Skills
Retirement Planning, Mutual Funds, Employee Benefits, Insurance, Financial Services, Management, 401k
Education
University of Kansas 1998 — 2001
Bachelor's degree
Duchesne Academy 1993 — 1997
Lyeng Ia Lyeng Ia's CBIZ Experience August 2013 - December 2014
Job Property & Casualty Broker at Bolton & Company
Industry Insurance
Experience
Bolton & Company December 2014 - Present
CBIZ August 2013 - December 2014
Millennium Corporate Solutions May 2010 - August 2013
Lockton Companies March 2007 - April 2010
Grosslight Insurance Inc. January 2004 - March 2007
GNW-Evergreen Insurance, LLC October 2002 - January 2004
Skills
Property & Casualty..., Employment Practices..., Insurance, Professional Liability, Commercial Insurance, Accountants, Workers Compensation, Brokers, D&O, Liability, Commercial Lines, Legal Liability, Casualty, Marketing, Account Management, Claims Management, Underwriting, General Insurance, Inland Marine, Negotiation, Umbrella Insurance, Customer Service
Education
University of California, Los Angeles 1997 — 2002
Bachelor, Sociology/Asian American Studies
Bolton & Company December 2014 - Present
CBIZ August 2013 - December 2014
Millennium Corporate Solutions May 2010 - August 2013
Lockton Companies March 2007 - April 2010
Grosslight Insurance Inc. January 2004 - March 2007
GNW-Evergreen Insurance, LLC October 2002 - January 2004
Skills
Property & Casualty..., Employment Practices..., Insurance, Professional Liability, Commercial Insurance, Accountants, Workers Compensation, Brokers, D&O, Liability, Commercial Lines, Legal Liability, Casualty, Marketing, Account Management, Claims Management, Underwriting, General Insurance, Inland Marine, Negotiation, Umbrella Insurance, Customer Service
Education
University of California, Los Angeles 1997 — 2002
Bachelor, Sociology/Asian American Studies
Shelley Dion Shelley Dion's CBIZ Experience January 2004 - July 2006
Job Controller at Everything But Water
Industry Accounting
Experience
Canon Solutions America August 2006 - June 2013
CBIZ January 2004 - July 2006
CBIZ MHM, LLC December 1997 - March 2005
Skills
Financial Reporting, Internal Controls, Financial Analysis, Oracle, Excel, Accounting, SOX, General Ledger, Quickbooks, Auditing, Consolidation, Integration, Internal Audit, Construction Accounting, Consulting, Team Management, Revenue Analysis, Sarbanes-Oxley Act, Forecasting, Account Reconciliation, Microsoft Excel, Accounts Payable, Cost Accounting, Accounts Receivable, Variance Analysis, Sarbanes-Oxley, Invoicing, Cash Flow, Financial Accounting, Fixed Assets, Payroll, Cash Management, PeopleSoft, SAP, Finance, P&L, Process Improvement, Tax, Strategic Financial...
Education
Washburn University 1998 — 2002
Master of Business Administration (M.B.A.)
Washburn University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
University of California, Riverside 1988 — 1991
Bachelor of Arts (B.A.), History
Canon Solutions America August 2006 - June 2013
CBIZ January 2004 - July 2006
CBIZ MHM, LLC December 1997 - March 2005
Skills
Financial Reporting, Internal Controls, Financial Analysis, Oracle, Excel, Accounting, SOX, General Ledger, Quickbooks, Auditing, Consolidation, Integration, Internal Audit, Construction Accounting, Consulting, Team Management, Revenue Analysis, Sarbanes-Oxley Act, Forecasting, Account Reconciliation, Microsoft Excel, Accounts Payable, Cost Accounting, Accounts Receivable, Variance Analysis, Sarbanes-Oxley, Invoicing, Cash Flow, Financial Accounting, Fixed Assets, Payroll, Cash Management, PeopleSoft, SAP, Finance, P&L, Process Improvement, Tax, Strategic Financial...
Education
Washburn University 1998 — 2002
Master of Business Administration (M.B.A.)
Washburn University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
University of California, Riverside 1988 — 1991
Bachelor of Arts (B.A.), History
Alexandra LoPresti Alexandra LoPresti's CBIZ Experience July 2012 - Present
Job Investment Analyst at CBIZ
Industry Financial Services
Experience
CBIZ July 2012 - Present
The Davis Center for Portfolio Management May 2011 - April 2012
Epsilon Nu Tau Fraternity, Inc. February 2011 - December 2011
CBIZ May 2010 - August 2011
The Davis Center for Portfolio Management August 2010 - May 2011
Cleveland Clinic May 2010 - August 2010
Mission Possible June 2009 - June 2010
Skills
Bloomberg, Investments, Mutual Funds, Financial Analysis, Finance, Accounting, Strategic Financial..., Bloomberg Terminal, Microsoft Excel, Analysis, Portfolio Management, Social Media, Public Speaking
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration
Walsh Jesuit High School 2004 — 2008
CBIZ July 2012 - Present
The Davis Center for Portfolio Management May 2011 - April 2012
Epsilon Nu Tau Fraternity, Inc. February 2011 - December 2011
CBIZ May 2010 - August 2011
The Davis Center for Portfolio Management August 2010 - May 2011
Cleveland Clinic May 2010 - August 2010
Mission Possible June 2009 - June 2010
Skills
Bloomberg, Investments, Mutual Funds, Financial Analysis, Finance, Accounting, Strategic Financial..., Bloomberg Terminal, Microsoft Excel, Analysis, Portfolio Management, Social Media, Public Speaking
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration
Walsh Jesuit High School 2004 — 2008
Lawrence Lane Lawrence Lane's CBIZ Experience December 2012 - July 2014
Job Real Estate Agent at Keller Williams Realty East Valley
Industry Real Estate
Experience
Keller Williams Realty East Valley December 2014 - Present
CBIZ December 2012 - July 2014
Whole Foods Market July 2011 - May 2013
Reach for Your Potential March 2009 - March 2011
Skills
Real Estate Negotiating, Microsoft Office, Insurance, Finance, Data Analysis, Access, Valuation, Microsoft Word, Time Management, Financial Analysis, Microsoft Excel, Real Estate, Marketing, Sales, Customer Service, PowerPoint, Investment Properties, Negotiation, Contract Negotiation
Education
University of Iowa
B.A. in Geography, GIS
Keller Williams Realty East Valley December 2014 - Present
CBIZ December 2012 - July 2014
Whole Foods Market July 2011 - May 2013
Reach for Your Potential March 2009 - March 2011
Skills
Real Estate Negotiating, Microsoft Office, Insurance, Finance, Data Analysis, Access, Valuation, Microsoft Word, Time Management, Financial Analysis, Microsoft Excel, Real Estate, Marketing, Sales, Customer Service, PowerPoint, Investment Properties, Negotiation, Contract Negotiation
Education
University of Iowa
B.A. in Geography, GIS
Matt Mair Matt Mair's CBIZ Experience November 2014 - Present
Job Information Technology at CBIZ
Industry Insurance
Experience
CBIZ November 2014 - Present
Burand & Associates January 2010 - Present
Weekes & Callaway, Inc. June 2010 - November 2014
Piper-McCredie Agency, Inc. August 1990 - December 2009
Skills
Information Technology, Property & Casualty..., Commercial Insurance, Insurance, Social Media, Microsoft Office, Training, Leadership, Management
Education
University of Michigan 1986 — 1990
BA, History
Flint Central High School 1982 — 1986
CBIZ November 2014 - Present
Burand & Associates January 2010 - Present
Weekes & Callaway, Inc. June 2010 - November 2014
Piper-McCredie Agency, Inc. August 1990 - December 2009
Skills
Information Technology, Property & Casualty..., Commercial Insurance, Insurance, Social Media, Microsoft Office, Training, Leadership, Management
Education
University of Michigan 1986 — 1990
BA, History
Flint Central High School 1982 — 1986
Marlene Brockway's CBIZ Experience June 2011 - Present
Job National Client Services Director at CBIZ Insurance Services
Industry Insurance
Experience
CBIZ June 2011 - Present
Willis 1999 - 2011
Aon Risk Services 1998 - 1999
Gilbert Magill Inc August 1994 - May 1998
Skills
Insurance, Commercial Insurance, Professional Liability, Casualty, Legal Liability, Underwriting, Workers Compensation, Liability, General Insurance, Brokers, Excess, Claim, Umbrella Insurance, Health Insurance, Employee Benefits, Reinsurance, Employment Practices..., D&O, Risk Management, Property & Casualty...
Education
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
Bachelor of Business Administration, Insurance
CBIZ June 2011 - Present
Willis 1999 - 2011
Aon Risk Services 1998 - 1999
Gilbert Magill Inc August 1994 - May 1998
Skills
Insurance, Commercial Insurance, Professional Liability, Casualty, Legal Liability, Underwriting, Workers Compensation, Liability, General Insurance, Brokers, Excess, Claim, Umbrella Insurance, Health Insurance, Employee Benefits, Reinsurance, Employment Practices..., D&O, Risk Management, Property & Casualty...
Education
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
Bachelor of Business Administration, Insurance
Cory Moore Cory Moore's CBIZ Experience June 2014 - January 2015
Job Certified Financial Planner
Industry Financial Services
Experience
CBIZ June 2014 - January 2015
Vanguard January 2012 - November 2013
Vanguard January 2011 - December 2011
Vanguard July 2007 - December 2010
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Capital Markets, Stock Market Analysis, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Equities
Education
University of Central Oklahoma 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
CBIZ June 2014 - January 2015
Vanguard January 2012 - November 2013
Vanguard January 2011 - December 2011
Vanguard July 2007 - December 2010
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Capital Markets, Stock Market Analysis, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Equities
Education
University of Central Oklahoma 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Kirsten Hines Kirsten Hines's CBIZ Experience March 2012 - October 2012
Job Client Services Manager
Industry Hospital & Health Care
Experience
StayWell November 2012 - Present
CBIZ March 2012 - October 2012
United Health Group April 2011 - March 2012
Healthways January 2006 - April 2011
YMCA October 2000 - January 2006
Skills
Client Relationship..., Account Management, Employee Wellness, Budgeting, Customer Service, Vendor Relationships, Needs Analysis, Negotiation, Strategic Planning, Healthcare, Health Insurance, Public Speaking, Microsoft Office, Building Relationships, Outlook, Fundraising, Customer Retention, Health, Non-profits, PowerPoint, Accident Health and..., Medicare, Presentation Development, CRM, Budgets, Salesforce.com, Cross-functional Team..., Employee Wellness..., HIPAA, Leadership, Insurance, Leadership Development, Managed Care, Management, Marketing, Marketing Communications, Nonprofits, Operations Management, Recruiting, Sales, Strategy, Training, Analysis
Education
University of Arizona
Bachelor of Arts, Communication of Public Relations
Salpointe Catholic
StayWell November 2012 - Present
CBIZ March 2012 - October 2012
United Health Group April 2011 - March 2012
Healthways January 2006 - April 2011
YMCA October 2000 - January 2006
Skills
Client Relationship..., Account Management, Employee Wellness, Budgeting, Customer Service, Vendor Relationships, Needs Analysis, Negotiation, Strategic Planning, Healthcare, Health Insurance, Public Speaking, Microsoft Office, Building Relationships, Outlook, Fundraising, Customer Retention, Health, Non-profits, PowerPoint, Accident Health and..., Medicare, Presentation Development, CRM, Budgets, Salesforce.com, Cross-functional Team..., Employee Wellness..., HIPAA, Leadership, Insurance, Leadership Development, Managed Care, Management, Marketing, Marketing Communications, Nonprofits, Operations Management, Recruiting, Sales, Strategy, Training, Analysis
Education
University of Arizona
Bachelor of Arts, Communication of Public Relations
Salpointe Catholic
Michael Zucarelli Michael Zucarelli's CBIZ Experience October 2013 - Present
Job National Pharmacy Practice Leader at CBIZ
Industry Human Resources
Experience
CBIZ October 2013 - Present
Target June 2008 - Present
Mercer July 2010 - October 2013
Bashas' October 2006 - May 2008
Skills
Pharmacy Consulting, Healthcare, Healthcare Reimbursement, Drug Development, Trend Analysis, Pharmacy Benefit..., Clinical Pharmacy, Community Pharmacy, Pharmacy Practice, Pricing Strategy, Pharmacy, Medicaid, Managed Care, Disease Management, Pharmaceutical Industry, Pharmacists, Pharmacoeconomics, Medicare Part D, Pharmacology, Medication Therapy..., Pharmacy Automation, Pharmacueticals, Medicare, Utilization Management, Informatics, Immunization, Patient Counseling, Certified Immunizer, HIPAA, Healthcare Management, Clinical Research, Patient Education
Education
University of Arizona 2006 — 2010
Doctor of Pharmacy (PharmD), Pharmacy
University of Arizona 2001 — 2005
Bachelor's degree, Chemistry
CBIZ October 2013 - Present
Target June 2008 - Present
Mercer July 2010 - October 2013
Bashas' October 2006 - May 2008
Skills
Pharmacy Consulting, Healthcare, Healthcare Reimbursement, Drug Development, Trend Analysis, Pharmacy Benefit..., Clinical Pharmacy, Community Pharmacy, Pharmacy Practice, Pricing Strategy, Pharmacy, Medicaid, Managed Care, Disease Management, Pharmaceutical Industry, Pharmacists, Pharmacoeconomics, Medicare Part D, Pharmacology, Medication Therapy..., Pharmacy Automation, Pharmacueticals, Medicare, Utilization Management, Informatics, Immunization, Patient Counseling, Certified Immunizer, HIPAA, Healthcare Management, Clinical Research, Patient Education
Education
University of Arizona 2006 — 2010
Doctor of Pharmacy (PharmD), Pharmacy
University of Arizona 2001 — 2005
Bachelor's degree, Chemistry
Maria Pesavento, CPA's CBIZ Experience September 2003 - September 2014
Job Financial Analyst at Village of Rosemont
Industry Accounting
Experience
Village of Rosemont November 2014 - Present
CBIZ September 2003 - September 2014
Skills
CPA, Auditing, Financial Reporting, Tax, Tax Research, US GAAP, GAAP, Income Tax, Corporate Tax, General Ledger, QuickBooks, Tax Preparation, Partnership Taxation, Internal Controls, Accounting, Financial Statements, Financial Analysis, Financial Accounting, Tax Accounting, External Audit, Budgets
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Master's Degree, Accounting
Village of Rosemont November 2014 - Present
CBIZ September 2003 - September 2014
Skills
CPA, Auditing, Financial Reporting, Tax, Tax Research, US GAAP, GAAP, Income Tax, Corporate Tax, General Ledger, QuickBooks, Tax Preparation, Partnership Taxation, Internal Controls, Accounting, Financial Statements, Financial Analysis, Financial Accounting, Tax Accounting, External Audit, Budgets
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Master's Degree, Accounting
Cristen Frederick's CBIZ Experience April 2012 - April 2015
Job Account Manager at Delta Dental of Kansas
Industry Insurance
Experience
Delta Dental of Kansas May 2015 - Present
CBIZ April 2012 - April 2015
CBIZ August 2010 - April 2012
CBIZ August 2010 - October 2010
ESPN May 2007 - April 2010
Skills
Social Media Marketing, Microsoft Office, Sales, Marketing, Marketing Communications, Salesforce.com, Marketing Strategy, Leadership
Education
University of Kansas 2002 — 2007
BS, Communication and Media Studies
Delta Dental of Kansas May 2015 - Present
CBIZ April 2012 - April 2015
CBIZ August 2010 - April 2012
CBIZ August 2010 - October 2010
ESPN May 2007 - April 2010
Skills
Social Media Marketing, Microsoft Office, Sales, Marketing, Marketing Communications, Salesforce.com, Marketing Strategy, Leadership
Education
University of Kansas 2002 — 2007
BS, Communication and Media Studies
Doug Elsby Doug Elsby's CBIZ Experience March 2009 - May 2010
Job Senior Business/Management Consultant
Industry Management Consulting
Experience
Aventine Hill Partners March 2015 - Present
Universal Weather and Aviation June 2012 - July 2014
Southern Union May 2010 - June 2012
CBIZ March 2009 - May 2010
Jefferson Wells 1999 - 2006
Oracle 1996 - 1997
Compaq Computer Corporation 1985 - 1996
Skills
Enterprise Risk..., Business Process..., Internal Audit, Sarbanes-Oxley Act, IT Strategy, Internal Controls, Project Management, Strategic Sourcing, Procurement, Re-engineering, Business Process Design, Management Consulting, Process Reviews, Process Assessment, IT Project Management, Operational Risk..., Program Management, Stage-Gate, Project Assurance, Materials Management, Spend Analysis, Supplier Evaluation, Supplier Selection, Sourcing & Procurement, MRP, Master Scheduling, Engineering Change..., Planning Systems, Technology Selection, APICS, MPS, Discrete Manufacturing, Process Manufacturing, BOM, Inventory Accuracy, Work Orders, Remote Team Management, IT Governance, Business Alignment, Software Selection, Requirements..., Interviewing, Candidate Selection, Visio, MS Project, Governance, Strategy, Consulting, Business Process, Management
Education
University of Houston 1978 — 1984
BS, Psychology
University of North Texas 1975 — 1977
Lewisville High School
Aventine Hill Partners March 2015 - Present
Universal Weather and Aviation June 2012 - July 2014
Southern Union May 2010 - June 2012
CBIZ March 2009 - May 2010
Jefferson Wells 1999 - 2006
Oracle 1996 - 1997
Compaq Computer Corporation 1985 - 1996
Skills
Enterprise Risk..., Business Process..., Internal Audit, Sarbanes-Oxley Act, IT Strategy, Internal Controls, Project Management, Strategic Sourcing, Procurement, Re-engineering, Business Process Design, Management Consulting, Process Reviews, Process Assessment, IT Project Management, Operational Risk..., Program Management, Stage-Gate, Project Assurance, Materials Management, Spend Analysis, Supplier Evaluation, Supplier Selection, Sourcing & Procurement, MRP, Master Scheduling, Engineering Change..., Planning Systems, Technology Selection, APICS, MPS, Discrete Manufacturing, Process Manufacturing, BOM, Inventory Accuracy, Work Orders, Remote Team Management, IT Governance, Business Alignment, Software Selection, Requirements..., Interviewing, Candidate Selection, Visio, MS Project, Governance, Strategy, Consulting, Business Process, Management
Education
University of Houston 1978 — 1984
BS, Psychology
University of North Texas 1975 — 1977
Lewisville High School
Ben Bruno, CPA, CFE, CFF Ben Bruno, CPA, CFE, CFF's CBIZ Experience October 1984 - Present
Job Managing Director at CBIZ
Industry Accounting
Experience
CBIZ October 1984 - Present
Skills
Forensic Accounting, Auditing, Litigation Consulting, CPA, Due Diligence, US GAAP, Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Corporate Tax, Financial Statements, Tax Research, Financial Reporting, Accounting, Tax Preparation, Financial Accounting, Financial Analysis
Education
University of Illinois at Chicago 1976 — 1979
Accounting
CBIZ October 1984 - Present
Skills
Forensic Accounting, Auditing, Litigation Consulting, CPA, Due Diligence, US GAAP, Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Corporate Tax, Financial Statements, Tax Research, Financial Reporting, Accounting, Tax Preparation, Financial Accounting, Financial Analysis
Education
University of Illinois at Chicago 1976 — 1979
Accounting
Patrick Stewart's CBIZ Experience 2004 - 2006
Job Partner at Momentum Advisors, moadv.com
Industry Management Consulting
Experience
Momentum Advisors 2012 - Present
Clearview Brokerage, Inc. 2012 - Present
Barclaycard 2008 - 2012
Navigant Capital Advisors 2006 - 2008
CBIZ 2004 - 2006
FTI Consulting 2000 - 2004
Price Waterhouse 2000 - 2004
KPMG 1999 - 2000
Skills
Financial Modeling, Due Diligence, Mergers, Valuation, Restructuring, Portfolio Management, Investment Banking, Investments, Finance, Banking, Strategic Planning, Forensic Accounting, Series 7, Series 63, Real Estate, Mergers & Acquisitions, Business Planning, Financial Services, Private Equity, Financial Analysis, Corporate Finance, Analysis, Analytics, Management, Leadership, Strategic Financial..., Budgets, Financial Risk, Risk Management, Management Consulting, Financial Planning
Education
Tulane University 1993 — 1997
Bachelor of Science in Management, Accounting
Certified Insolvency and Restructuring Advisor (CIRA)
FINRA Series 7 and Series 63 Securities Licenses
Momentum Advisors 2012 - Present
Clearview Brokerage, Inc. 2012 - Present
Barclaycard 2008 - 2012
Navigant Capital Advisors 2006 - 2008
CBIZ 2004 - 2006
FTI Consulting 2000 - 2004
Price Waterhouse 2000 - 2004
KPMG 1999 - 2000
Skills
Financial Modeling, Due Diligence, Mergers, Valuation, Restructuring, Portfolio Management, Investment Banking, Investments, Finance, Banking, Strategic Planning, Forensic Accounting, Series 7, Series 63, Real Estate, Mergers & Acquisitions, Business Planning, Financial Services, Private Equity, Financial Analysis, Corporate Finance, Analysis, Analytics, Management, Leadership, Strategic Financial..., Budgets, Financial Risk, Risk Management, Management Consulting, Financial Planning
Education
Tulane University 1993 — 1997
Bachelor of Science in Management, Accounting
Certified Insolvency and Restructuring Advisor (CIRA)
FINRA Series 7 and Series 63 Securities Licenses
Gene McGill Gene McGill's CBIZ Experience June 2004 - February 2007
Job Accounting and financial manager looking for work in ID
Industry Accounting
Experience
Accounting & Finance Consulting October 2014 - July 2015
Thompson Interim Professionals November 2014 - April 2015
Van Can Company March 2012 - September 2014
Van Can Company April 2010 - March 2012
Cricket Communications February 2007 - March 2010
CBIZ June 2004 - February 2007
Western Scientific August 1999 - March 2004
Skills
Internal Audit, Sarbanes-Oxley Act, Accounting, Cost Accounting, Financial Reporting, Internal Controls, Revenue Recognition, Auditing, Finance, Due Diligence, Sarbanes-Oxley, Process Improvement, Financial Accounting, Management, Strategy, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's degree, Accounting
Accounting & Finance Consulting October 2014 - July 2015
Thompson Interim Professionals November 2014 - April 2015
Van Can Company March 2012 - September 2014
Van Can Company April 2010 - March 2012
Cricket Communications February 2007 - March 2010
CBIZ June 2004 - February 2007
Western Scientific August 1999 - March 2004
Skills
Internal Audit, Sarbanes-Oxley Act, Accounting, Cost Accounting, Financial Reporting, Internal Controls, Revenue Recognition, Auditing, Finance, Due Diligence, Sarbanes-Oxley, Process Improvement, Financial Accounting, Management, Strategy, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's degree, Accounting
Gary Roensch, CPA Gary Roensch, CPA's CBIZ Experience 1999 - Present
Job Retirement Plan Consultant working with small to midsize businesses
Industry Management Consulting
Experience
CBIZ 1999 - Present
KPMG 1985 - 1999
Skills
Financial Reporting, Finance, GAAP, Sarbanes-Oxley, Due Diligence, Employee Benefits, SEC filings, Consulting, US GAAP, Enterprise Risk..., Financial Modeling, Accounting, Financial Analysis, Management, Sarbanes-Oxley Act, Professional Services, Auditing, Business Valuation, Management Consulting, Valuation, Internal Controls, Mergers & Acquisitions, CPA, Tax, Forensic Accounting, Assurance, External Audit, Executive Management, Consolidation, Financial Statements, Financial Services, Financial Audits, Risk Management, Acquisition Integration, Managerial Finance, Restructuring, Internal Audit, Revenue Recognition
Education
The University of Texas at Austin 1982 — 1985
BBA, Accounting
CBIZ 1999 - Present
KPMG 1985 - 1999
Skills
Financial Reporting, Finance, GAAP, Sarbanes-Oxley, Due Diligence, Employee Benefits, SEC filings, Consulting, US GAAP, Enterprise Risk..., Financial Modeling, Accounting, Financial Analysis, Management, Sarbanes-Oxley Act, Professional Services, Auditing, Business Valuation, Management Consulting, Valuation, Internal Controls, Mergers & Acquisitions, CPA, Tax, Forensic Accounting, Assurance, External Audit, Executive Management, Consolidation, Financial Statements, Financial Services, Financial Audits, Risk Management, Acquisition Integration, Managerial Finance, Restructuring, Internal Audit, Revenue Recognition
Education
The University of Texas at Austin 1982 — 1985
BBA, Accounting
Thomas Kabler, CPA/CFF/ABV/CGMA, CFE's CBIZ Experience June 2012 - Present
Job Managing Director at CBIZ
Industry Accounting
Experience
CBIZ June 2012 - Present
Clarity Advisory Group, LLC January 2012 - June 2013
Clifton Gunderson LLP November 2010 - December 2011
Duff & Phelps March 2009 - November 2010
Grant Thornton June 2003 - February 2009
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Certified Fraud Examiner, Fraud, Litigation Support, Business Valuation, Valuation, Due Diligence, Dispute Resolution, Fraud Investigations, Bankruptcy, Mergers & Acquisitions, Intellectual Property, GAAP, Intangible Assets, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Accounting
CBIZ June 2012 - Present
Clarity Advisory Group, LLC January 2012 - June 2013
Clifton Gunderson LLP November 2010 - December 2011
Duff & Phelps March 2009 - November 2010
Grant Thornton June 2003 - February 2009
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Certified Fraud Examiner, Fraud, Litigation Support, Business Valuation, Valuation, Due Diligence, Dispute Resolution, Fraud Investigations, Bankruptcy, Mergers & Acquisitions, Intellectual Property, GAAP, Intangible Assets, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
BS, Accounting
Lyssa Chavka Lyssa Chavka's CBIZ Experience January 2011 - January 2011
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2014 - Present
Ernst & Young June 2013 - August 2013
Invisible ConflictsUniversity of Illinois May 2012 - May 2013
UIUC Fusion Business Organization May 2012 - May 2013
Crowe Horwath LLP December 2011 - April 2012
CBIZ January 2011 - January 2011
Miller Cooper & Co., Ltd December 2009 - December 2009
Skills
Leadership, Financial Analysis, Auditing, Finance, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Statements, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science, Accounting
University of Melbourne - Melbourne Business School 2010 — 2011
EY September 2014 - Present
Ernst & Young June 2013 - August 2013
Invisible ConflictsUniversity of Illinois May 2012 - May 2013
UIUC Fusion Business Organization May 2012 - May 2013
Crowe Horwath LLP December 2011 - April 2012
CBIZ January 2011 - January 2011
Miller Cooper & Co., Ltd December 2009 - December 2009
Skills
Leadership, Financial Analysis, Auditing, Finance, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Statements, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science, Accounting
University of Melbourne - Melbourne Business School 2010 — 2011
Josh Chesebro Josh Chesebro's CBIZ Experience March 2007 - November 2007
Job Senior Manager
Industry Accounting
Experience
Stockman Kast Ryan + Company, LLP November 2007 - Present
KCME 88.7 Classical Music December 2012 - Present
CBIZ March 2007 - November 2007
BKD, LLP January 2005 - March 2007
Skills
Auditing, Assurance, Accounting, Government Accounting, Government Contracting, Yellow Book, Non-profits, Manufacturing, High Tech, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Excel, Financial Accounting, General Ledger, Real Estate, Construction, Quickbooks, Business Valuation, Microsoft Excel, QuickBooks, Nonprofits, Local Government Finance, Management, Financial Statements, CPA
Education
University of Colorado Denver 2003 — 2004
BS, Business
Stockman Kast Ryan + Company, LLP November 2007 - Present
KCME 88.7 Classical Music December 2012 - Present
CBIZ March 2007 - November 2007
BKD, LLP January 2005 - March 2007
Skills
Auditing, Assurance, Accounting, Government Accounting, Government Contracting, Yellow Book, Non-profits, Manufacturing, High Tech, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Excel, Financial Accounting, General Ledger, Real Estate, Construction, Quickbooks, Business Valuation, Microsoft Excel, QuickBooks, Nonprofits, Local Government Finance, Management, Financial Statements, CPA
Education
University of Colorado Denver 2003 — 2004
BS, Business
Neha S. Singh Neha S. Singh's CBIZ Experience July 2007 - April 2013
Job Senior Auditor at CBIZ MHM, LLC.
Industry Accounting
Experience
CBIZ July 2007 - April 2013
Bank of America September 2004 - February 2007
Skills
Auditing, Internal Controls, Finance, Financial Audits, Management, GAAP, Financial Analysis, Accounting, Financial Reporting, Financial Statements, Leadership
Education
University of Maryland College Park 2005 — 2007
BS, Accounting
NIIT, Delhi 1999 — 2001
GNIIT, Software Development
Delhi Public School, Mathura Road 1985 — 1999
Commerce
CBIZ July 2007 - April 2013
Bank of America September 2004 - February 2007
Skills
Auditing, Internal Controls, Finance, Financial Audits, Management, GAAP, Financial Analysis, Accounting, Financial Reporting, Financial Statements, Leadership
Education
University of Maryland College Park 2005 — 2007
BS, Accounting
NIIT, Delhi 1999 — 2001
GNIIT, Software Development
Delhi Public School, Mathura Road 1985 — 1999
Commerce
Steve Lake, CPA, MT Steve Lake, CPA, MT's CBIZ Experience 1999 - 2012
Job Lake Advisors, LLC
Industry Accounting
Experience
Lake Advisors, LLC 2012 - Present
Gart Capital Partners 2012 - Present
Sage Hospitality Resources 2012 - Present
CBIZ MHM, LLC 1999 - May 2012
CBIZ 1999 - 2012
Lake & Associates, P.C. 1990 - 1999
Skills
Accounting, Private Equity, Strategic Planning, Investments, CPA, Tax, Finance, Leadership, Management, Real Estate, Mergers, Strategic Financial..., Partnership Taxation, Due Diligence, High Net Worth..., Financial Planning, Financial Analysis
Education
University of Denver - Daniels College of Business 1980 — 1982
Masters, Taxation
University of Maryland University College 1972 — 1976
Bachelor of Science (B.S.), Accounting
Springbrook
Lake Advisors, LLC 2012 - Present
Gart Capital Partners 2012 - Present
Sage Hospitality Resources 2012 - Present
CBIZ MHM, LLC 1999 - May 2012
CBIZ 1999 - 2012
Lake & Associates, P.C. 1990 - 1999
Skills
Accounting, Private Equity, Strategic Planning, Investments, CPA, Tax, Finance, Leadership, Management, Real Estate, Mergers, Strategic Financial..., Partnership Taxation, Due Diligence, High Net Worth..., Financial Planning, Financial Analysis
Education
University of Denver - Daniels College of Business 1980 — 1982
Masters, Taxation
University of Maryland University College 1972 — 1976
Bachelor of Science (B.S.), Accounting
Springbrook
Scott Fyfe Scott Fyfe's CBIZ Experience January 1987 - September 2012
Job Personnel Director at AW Industries
Industry Furniture
Experience
Coventry Health Care March 2013 - August 2013
CBIZ January 1987 - September 2012
Skills
Employee Benefits, Health Insurance, Disability Insurance, Strategic Planning, Benefits Administration, Non-profits, Healthcare, New Business Development, Contract Negotiation, Life Insurance, Dental Insurance
Education
University of Maryland College Park 1974 — 1975
BS, Physical Education
Coventry Health Care March 2013 - August 2013
CBIZ January 1987 - September 2012
Skills
Employee Benefits, Health Insurance, Disability Insurance, Strategic Planning, Benefits Administration, Non-profits, Healthcare, New Business Development, Contract Negotiation, Life Insurance, Dental Insurance
Education
University of Maryland College Park 1974 — 1975
BS, Physical Education
Robert Simers Robert Simers's CBIZ Experience January 1997 - July 2004
Job
Industry Law Practice
Experience
Principle Valuation, LLC March 2013 - Present
Law Office of Jane Kaminski Simers July 2004 - Present
CBIZ January 1997 - July 2004
ComEd April 1983 - January 1997
United States Navy February 1977 - February 1983
Skills
Quickbooks, Access, Plant Operations, VBA, Turbo Tax, Great Plains, Inventory Management, Microsoft Office, Financial Reporting, Accounts Payable, Accounts Receivable, Excel, Outlook, PowerPoint, Fixed Assets, Word, Database Administration, Documentation, Microsoft Excel, QuickBooks, Microsoft Word, Valuation, Software Documentation, Budgets, Great Plains Software, Management, Due Diligence, Financial Analysis, Data Analysis, Accounting, Investments, Business Valuation, Financial Modeling, Insurance, Finance, Mergers & Acquisitions, Cash Flow, Corporate Finance, Real Estate, Financial Accounting, Managerial Finance, Tax, Strategic Financial...
Education
University of Illinois at Chicago 2005 — 2009
BA, Finance
Principle Valuation, LLC March 2013 - Present
Law Office of Jane Kaminski Simers July 2004 - Present
CBIZ January 1997 - July 2004
ComEd April 1983 - January 1997
United States Navy February 1977 - February 1983
Skills
Quickbooks, Access, Plant Operations, VBA, Turbo Tax, Great Plains, Inventory Management, Microsoft Office, Financial Reporting, Accounts Payable, Accounts Receivable, Excel, Outlook, PowerPoint, Fixed Assets, Word, Database Administration, Documentation, Microsoft Excel, QuickBooks, Microsoft Word, Valuation, Software Documentation, Budgets, Great Plains Software, Management, Due Diligence, Financial Analysis, Data Analysis, Accounting, Investments, Business Valuation, Financial Modeling, Insurance, Finance, Mergers & Acquisitions, Cash Flow, Corporate Finance, Real Estate, Financial Accounting, Managerial Finance, Tax, Strategic Financial...
Education
University of Illinois at Chicago 2005 — 2009
BA, Finance
Kathy Magill Kathy Magill's CBIZ Experience February 1999 - May 2000
Job Retired HR Business Partner
Industry Human Resources
Experience
Wingspan Portfolio Advisors, LLC January 2013 - June 2014
Valtech October 2012 - January 2013
Consultant 2006 - 2012
Adea, Inc. April 2003 - February 2006
RealPage, Inc. May 2000 - June 2001
CBIZ February 1999 - May 2000
RAPP 1995 - 1999
Stinu dba UNITS 1986 - 1995
Skills
Employee Relations, Performance Appraisal, Procedures Documentation, Compensation & Benefit, Employee Handbooks, HR Mentor, HRIS, Employee Benefits, Benefits Administration, Human Resources, HR Policies, New Hire Orientations, Performance Management, Training, Interviews, Job Description Creation, Job Descriptions, HR Consulting, FMLA, HR Training, Onboarding, EEO, Leadership, ADP Payroll, Salary, Management, Grievances, Policy, Screening Resumes, EEOC, FLSA, Workers Compensation, Job Evaluation, Leave of Absence, Job Analysis, Benefits Negotiation, Temporary Placement, Workforce Planning, Applicant Tracking..., Payroll, Personnel Management, College Recruiting, Internet Recruiting, Talent Acquisition, Talent Management, Coaching, Technical Recruiting, Hiring, Legal Compliance, Team Building
Education
The University of Texas at Arlington
Liberal Arts
Brantley-Draughon Business College
General, Business Administration
The University of Texas at Austin
PHTS, Put Husband Through School
Wingspan Portfolio Advisors, LLC January 2013 - June 2014
Valtech October 2012 - January 2013
Consultant 2006 - 2012
Adea, Inc. April 2003 - February 2006
RealPage, Inc. May 2000 - June 2001
CBIZ February 1999 - May 2000
RAPP 1995 - 1999
Stinu dba UNITS 1986 - 1995
Skills
Employee Relations, Performance Appraisal, Procedures Documentation, Compensation & Benefit, Employee Handbooks, HR Mentor, HRIS, Employee Benefits, Benefits Administration, Human Resources, HR Policies, New Hire Orientations, Performance Management, Training, Interviews, Job Description Creation, Job Descriptions, HR Consulting, FMLA, HR Training, Onboarding, EEO, Leadership, ADP Payroll, Salary, Management, Grievances, Policy, Screening Resumes, EEOC, FLSA, Workers Compensation, Job Evaluation, Leave of Absence, Job Analysis, Benefits Negotiation, Temporary Placement, Workforce Planning, Applicant Tracking..., Payroll, Personnel Management, College Recruiting, Internet Recruiting, Talent Acquisition, Talent Management, Coaching, Technical Recruiting, Hiring, Legal Compliance, Team Building
Education
The University of Texas at Arlington
Liberal Arts
Brantley-Draughon Business College
General, Business Administration
The University of Texas at Austin
PHTS, Put Husband Through School
Paul Harms, CPA/ABV/CFF, ASA Paul Harms, CPA/ABV/CFF, ASA's CBIZ Experience 2002 - 2007
Job
Industry Management Consulting
Experience
Wallace Valuation Advisors November 2007 - Present
CBIZ 2002 - 2007
US Army Reserve February 1997 - January 2003
Skills
Forensic Accounting, Litigation Support, Business Valuation, Valuation, Family Law, Litigation Consulting, Analysis, CPA, Due Diligence, Tax, Dispute Resolution, Fraud, Accounting, Mediation, Litigation
Education
UC Santa Barbara 1999 — 2002
BA, Business Economics
American Institute of Certified Public Accountants
BA, Business Economics; an emphasis in Accounting
Wallace Valuation Advisors November 2007 - Present
CBIZ 2002 - 2007
US Army Reserve February 1997 - January 2003
Skills
Forensic Accounting, Litigation Support, Business Valuation, Valuation, Family Law, Litigation Consulting, Analysis, CPA, Due Diligence, Tax, Dispute Resolution, Fraud, Accounting, Mediation, Litigation
Education
UC Santa Barbara 1999 — 2002
BA, Business Economics
American Institute of Certified Public Accountants
BA, Business Economics; an emphasis in Accounting
Jake Lincoln, CPA's CBIZ Experience August 2003 - November 2008
Job Partner at Coastal Tax Advisors, LLP
Industry Accounting
Experience
Coastal Tax Advisors, LLP January 2015 - Present
Lincoln Tax and Wealth Planning October 2010 - Present
Business Executives Council of San Diego July 2012 - Present
San Diego Renewable Energy Society June 2011 - Present
CEA,LLP November 2008 - October 2010
CBIZ August 2003 - November 2008
Nation Smith Hermes Diamond April 2002 - August 2002
Keegan, Linscott, & Kenon, PC January 2000 - September 2001
Skills
Tax, Quickbooks, Tax Preparation, Trusts, Financial Planning, Small Business, Real Estate, Strategic Financial..., QuickBooks, Finance, Budgets, Auditing, CPA, Financial Reporting, Corporate Tax, Mergers & Acquisitions, Estate Planning, Forecasting, Accounting, Tax Returns, Cash Flow Forecasting, Financial Analysis, Financial Planners, Internal Controls, Tax Accounting, Income Tax, Bookkeeping, SEC filings, Financial Advisory, GAAP, Cash Flow, Sarbanes-Oxley Act, US GAAP, Financial Statements, General Ledger, Due Diligence, Revenue Recognition, Partnership Taxation
Education
University of Arizona, Eller College of Management 2002 — 2003
Masters of Accounting, Accounting and Taxation
University of Arizona 1998 — 2002
Accounting, Accounting / Finance
Coastal Tax Advisors, LLP January 2015 - Present
Lincoln Tax and Wealth Planning October 2010 - Present
Business Executives Council of San Diego July 2012 - Present
San Diego Renewable Energy Society June 2011 - Present
CEA,LLP November 2008 - October 2010
CBIZ August 2003 - November 2008
Nation Smith Hermes Diamond April 2002 - August 2002
Keegan, Linscott, & Kenon, PC January 2000 - September 2001
Skills
Tax, Quickbooks, Tax Preparation, Trusts, Financial Planning, Small Business, Real Estate, Strategic Financial..., QuickBooks, Finance, Budgets, Auditing, CPA, Financial Reporting, Corporate Tax, Mergers & Acquisitions, Estate Planning, Forecasting, Accounting, Tax Returns, Cash Flow Forecasting, Financial Analysis, Financial Planners, Internal Controls, Tax Accounting, Income Tax, Bookkeeping, SEC filings, Financial Advisory, GAAP, Cash Flow, Sarbanes-Oxley Act, US GAAP, Financial Statements, General Ledger, Due Diligence, Revenue Recognition, Partnership Taxation
Education
University of Arizona, Eller College of Management 2002 — 2003
Masters of Accounting, Accounting and Taxation
University of Arizona 1998 — 2002
Accounting, Accounting / Finance
Patrick King, CPA's CBIZ Experience September 2005 - April 2009
Job Manager at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP February 2011 - Present
IMRF May 2009 - February 2011
CBIZ September 2005 - April 2009
Skills
Financial Statements, Auditing, Internal Audit, Management, GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelors, Economics
Montini Catholic High School 1995 — 1999
Baker Tilly Virchow Krause, LLP February 2011 - Present
IMRF May 2009 - February 2011
CBIZ September 2005 - April 2009
Skills
Financial Statements, Auditing, Internal Audit, Management, GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelors, Economics
Montini Catholic High School 1995 — 1999
Leslie Skorick (Hirsch) Leslie Skorick (Hirsch)'s CBIZ Experience November 2008 - April 2009
Job Tax Manager at O'Reilly Auto Parts
Industry Accounting
Experience
O'Reilly Auto Parts April 2015 - Present
UnitedHealth Group September 2013 - April 2015
UnitedHealth Group March 2010 - September 2013
UnitedHealth Group May 2009 - March 2010
CBIZ November 2008 - April 2009
Travelers Insurance June 2004 - October 2008
Deloitte July 2001 - June 2004
Skills
Federal Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Compliance, Acquisition Integration
Education
University of Denver 2000 — 2001
MT, Taxation
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Accounting
O'Reilly Auto Parts April 2015 - Present
UnitedHealth Group September 2013 - April 2015
UnitedHealth Group March 2010 - September 2013
UnitedHealth Group May 2009 - March 2010
CBIZ November 2008 - April 2009
Travelers Insurance June 2004 - October 2008
Deloitte July 2001 - June 2004
Skills
Federal Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Compliance, Acquisition Integration
Education
University of Denver 2000 — 2001
MT, Taxation
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Accounting
Phillip Lauterbach, CPA Phillip Lauterbach, CPA's CBIZ Experience February 2011 - April 2011
Job CPA at Flieller, Kruger, Skelton & Plyler, PLLC
Industry Accounting
Experience
Flieller, Kruger, Skelton & Plyler, PLLC 2014 - Present
Deloitte 2012 - 2014
Sempra Energy May 2011 - August 2011
CBIZ February 2011 - April 2011
Sempra Energy May 2010 - August 2010
Smith-Perry Tennis Academy August 2008 - August 2010
AZLaundry July 2006 - August 2008
Skills
Accounting, Financial Statements, Tax, Internal Audit, CPA, QuickBooks, Variance Analysis, Journal Entries, Microsoft Excel, Consolidation, SAP, Great Plains Software, Corporate Finance, Analysis, Auditing, US GAAP, SEC filings, SEC Filings, Financial Analysis, Microsoft Office
Education
University of Arizona 2006 — 2010
BS in Accounting, Accounting
The University of Texas at Dallas 2011 — 2011
Masters of Science, Accounting- Taxation
University of New Haven 2009 — 2009
General Education Classes
Flieller, Kruger, Skelton & Plyler, PLLC 2014 - Present
Deloitte 2012 - 2014
Sempra Energy May 2011 - August 2011
CBIZ February 2011 - April 2011
Sempra Energy May 2010 - August 2010
Smith-Perry Tennis Academy August 2008 - August 2010
AZLaundry July 2006 - August 2008
Skills
Accounting, Financial Statements, Tax, Internal Audit, CPA, QuickBooks, Variance Analysis, Journal Entries, Microsoft Excel, Consolidation, SAP, Great Plains Software, Corporate Finance, Analysis, Auditing, US GAAP, SEC filings, SEC Filings, Financial Analysis, Microsoft Office
Education
University of Arizona 2006 — 2010
BS in Accounting, Accounting
The University of Texas at Dallas 2011 — 2011
Masters of Science, Accounting- Taxation
University of New Haven 2009 — 2009
General Education Classes
Diane Conner's CBIZ Experience June 2003 - Present
Job Sr. Account Executive and Team Manager at CBIZ
Industry Insurance
Experience
CBIZ June 2003 - Present
Skills
Health Insurance, Employee Benefits, Workers Compensation, Insurance, Brokers, Human Resources, Disability Insurance, Underwriting, Benefits Administration, 401k, Health Savings Accounts, Claim, Life Insurance, COBRA, Term Life Insurance
Education
The University of Kansas 1971 — 1975
Bachelors, Education
CBIZ June 2003 - Present
Skills
Health Insurance, Employee Benefits, Workers Compensation, Insurance, Brokers, Human Resources, Disability Insurance, Underwriting, Benefits Administration, 401k, Health Savings Accounts, Claim, Life Insurance, COBRA, Term Life Insurance
Education
The University of Kansas 1971 — 1975
Bachelors, Education
Scott Weber, CPA's CBIZ Experience September 2008 - June 2011
Job AVP, Senior Project Accountant at UMB Bank
Industry Accounting
Experience
UMB Bank July 2013 - Present
UMB Bank June 2011 - June 2013
CBIZ September 2008 - June 2011
Ernst & Young June 2007 - August 2007
CBIZ January 2007 - April 2007
Skills
Accounting, Excel, Tax Preperation, Audit, Financial Statement..., Financial Statement..., Tax, Auditing, Accounts Receivable, GAAP, Internal Controls, Financial Statements, Income Tax, Fixed Assets, Tax Returns, Sarbanes-Oxley Act, Sarbanes-Oxley, Journal Entries, SEC filings, General Ledger, Variance Analysis, Finance, Microsoft Excel, Financial Analysis, Tax Preparation, CPA, Accruals, Financial Accounting
Education
University of Kansas - Graduate School of Business 2007 — 2008
Masters, Accounting
The University of Kansas 2004 — 2006
Bachelor of Science, Accounting
UMB Bank July 2013 - Present
UMB Bank June 2011 - June 2013
CBIZ September 2008 - June 2011
Ernst & Young June 2007 - August 2007
CBIZ January 2007 - April 2007
Skills
Accounting, Excel, Tax Preperation, Audit, Financial Statement..., Financial Statement..., Tax, Auditing, Accounts Receivable, GAAP, Internal Controls, Financial Statements, Income Tax, Fixed Assets, Tax Returns, Sarbanes-Oxley Act, Sarbanes-Oxley, Journal Entries, SEC filings, General Ledger, Variance Analysis, Finance, Microsoft Excel, Financial Analysis, Tax Preparation, CPA, Accruals, Financial Accounting
Education
University of Kansas - Graduate School of Business 2007 — 2008
Masters, Accounting
The University of Kansas 2004 — 2006
Bachelor of Science, Accounting
Greg Norton Greg Norton's CBIZ Experience June 1990 - Present
Job Sr. VP, CBIZ B & I
Industry Executive Office
Experience
CBIZ June 1990 - Present
AACC, Annapolis, MD September 1997 - September 2013
U. Penn, Wharton, Intl Foundation of Employee Benefit Plans September 1997 - September 2013
Skills
Employee Benefits, Strategic Planning, Benefits Administration, Insurance, Mergers, Health Insurance, Human Resources, Executive Management, Deferred Compensation, 401k, Valuation, HRIS, Real Estate, Executive Pay, Disability Insurance, COBRA, Auditing, Financial Modeling, ERISA, Defined Benefit, FMLA, Mergers & Acquisitions, Health Savings Accounts, Workers Compensation, Benefits Design, Health Care Reform, Employee Wellness, Succession Planning, Onboarding, New Hire Orientations, PeopleSoft, Compensation & Benefit, Workforce Planning, Human Capital, SPHR, Employee Surveys, College Recruiting, Organizational..., Personnel Management, Talent Management, Performance Management, Applicant Tracking..., Organizational Design, Organizational..., Labor Relations, Employee Engagement, Job Analysis, ADP Payroll, HR Policies, HR Consulting
Education
University of Maryland College Park 1972 — 1975
Language
Air University 1968 — 1972
Cryptology
CBIZ June 1990 - Present
AACC, Annapolis, MD September 1997 - September 2013
U. Penn, Wharton, Intl Foundation of Employee Benefit Plans September 1997 - September 2013
Skills
Employee Benefits, Strategic Planning, Benefits Administration, Insurance, Mergers, Health Insurance, Human Resources, Executive Management, Deferred Compensation, 401k, Valuation, HRIS, Real Estate, Executive Pay, Disability Insurance, COBRA, Auditing, Financial Modeling, ERISA, Defined Benefit, FMLA, Mergers & Acquisitions, Health Savings Accounts, Workers Compensation, Benefits Design, Health Care Reform, Employee Wellness, Succession Planning, Onboarding, New Hire Orientations, PeopleSoft, Compensation & Benefit, Workforce Planning, Human Capital, SPHR, Employee Surveys, College Recruiting, Organizational..., Personnel Management, Talent Management, Performance Management, Applicant Tracking..., Organizational Design, Organizational..., Labor Relations, Employee Engagement, Job Analysis, ADP Payroll, HR Policies, HR Consulting
Education
University of Maryland College Park 1972 — 1975
Language
Air University 1968 — 1972
Cryptology
BRANDON STEVENS's CBIZ Experience July 2008 - June 2010
Job Financial Analyst at Holmes Western Oil Corporation
Industry Accounting
Experience
Holmes Western Oil Corp November 2014 - Present
Oxy June 2010 - November 2014
CBIZ July 2008 - June 2010
BDO Seidman, LLP August 2006 - June 2008
Skills
Accounting, Financial Reporting, Analysis, Finance, Tax, Account Reconciliation, Time Management, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Forecasting, Variance Analysis, General Ledger, Budgets, US GAAP, Microsoft Excel, Process Improvement
Education
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts, Business/Economics, Emphasis in Accounting
Exeter Union High School 1997 — 2001
High School Diploma, General Education
Holmes Western Oil Corp November 2014 - Present
Oxy June 2010 - November 2014
CBIZ July 2008 - June 2010
BDO Seidman, LLP August 2006 - June 2008
Skills
Accounting, Financial Reporting, Analysis, Finance, Tax, Account Reconciliation, Time Management, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Forecasting, Variance Analysis, General Ledger, Budgets, US GAAP, Microsoft Excel, Process Improvement
Education
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts, Business/Economics, Emphasis in Accounting
Exeter Union High School 1997 — 2001
High School Diploma, General Education
Paul Dziewisz Paul Dziewisz's CBIZ Experience 1995 - 1998
Job Information Technology Project Manager at Comcast
Industry Information Technology and Services
Experience
Comcast December 2011 - Present
Active Personal Fitness July 2006 - July 2014
Town Sports International - Philadelphia Sports Clubs 2007 - 2010
Motorola (General Instrument) March 1998 - July 2006
CBIZ 1995 - 1998
Skills
Project Management, Process Improvement, Management, Business Analysis, Troubleshooting, Public Speaking, Analysis, Personal Training, Fitness, Leadership, Change Management, Program Management, Risk Management, Customer Satisfaction, Fitness Training, Strength Training, CrossFit, Nutrition, SDLC, Time Management, Strategic Planning, Agile Methodologies, Team Leadership, Networking, Training, Business Development, Cross-functional Team..., Spinning, IT Strategy, Telecommunications, Project Planning, Software Project..., Strategy, Testing, PMP, Team Building, Social Networking, Operations Management, IT Management, Requirements Analysis, Microsoft Office, Six Sigma, Software Development, Social Media
Education
University at Buffalo 1987 — 1991
B.A., Economics
Comcast December 2011 - Present
Active Personal Fitness July 2006 - July 2014
Town Sports International - Philadelphia Sports Clubs 2007 - 2010
Motorola (General Instrument) March 1998 - July 2006
CBIZ 1995 - 1998
Skills
Project Management, Process Improvement, Management, Business Analysis, Troubleshooting, Public Speaking, Analysis, Personal Training, Fitness, Leadership, Change Management, Program Management, Risk Management, Customer Satisfaction, Fitness Training, Strength Training, CrossFit, Nutrition, SDLC, Time Management, Strategic Planning, Agile Methodologies, Team Leadership, Networking, Training, Business Development, Cross-functional Team..., Spinning, IT Strategy, Telecommunications, Project Planning, Software Project..., Strategy, Testing, PMP, Team Building, Social Networking, Operations Management, IT Management, Requirements Analysis, Microsoft Office, Six Sigma, Software Development, Social Media
Education
University at Buffalo 1987 — 1991
B.A., Economics
Kevin Boeving Kevin Boeving's CBIZ Experience November 2008 - January 2013
Job Manager at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace January 2013 - Present
CBIZ November 2008 - January 2013
Poppen & Associates, CPA's July 1998 - October 2008
Skills
Accounting, Non-profits, Tax, Compliance, Small Business, QuickBooks, CPA, Income Tax, Corporate Tax, Tax Preparation, Tax Accounting, Payroll, Partnership Taxation, Fixed Assets, ProSystem fx Tax, Nonprofits, US GAAP, Forensic Accounting, Financial Statements, Auditing, Internal Controls, SEC filings, Financial Reporting, Financial Accounting, CCH ProSystem fx, Business Valuation, Tax Advisory, Tax Returns, External Audit, Internal Audit, Sales Tax, Tax Research, Management, Finance
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor, Accounting
Worcester Polytechnic Institute 1993 — 1994
Brown Smith Wallace January 2013 - Present
CBIZ November 2008 - January 2013
Poppen & Associates, CPA's July 1998 - October 2008
Skills
Accounting, Non-profits, Tax, Compliance, Small Business, QuickBooks, CPA, Income Tax, Corporate Tax, Tax Preparation, Tax Accounting, Payroll, Partnership Taxation, Fixed Assets, ProSystem fx Tax, Nonprofits, US GAAP, Forensic Accounting, Financial Statements, Auditing, Internal Controls, SEC filings, Financial Reporting, Financial Accounting, CCH ProSystem fx, Business Valuation, Tax Advisory, Tax Returns, External Audit, Internal Audit, Sales Tax, Tax Research, Management, Finance
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor, Accounting
Worcester Polytechnic Institute 1993 — 1994
Anna Allen, PHR, SHRM-CP's CBIZ Experience 2003 - 2006
Job HR Executive / Senior HR Officer / Benefits Strategist
Industry Human Resources
Experience
Allen Capital Resources LLC June 2006 - Present
Howard County HR Society 2006 - 2010
CBIZ 2003 - 2006
EMPO Corporation, A Professional Employer Organization 2001 - 2003
Skills
Talent Management, Employee Benefits, Talent Acquisition, Human Resources, Employee Relations, Organizational..., Onboarding, Employee Engagement, Leadership Development, Performance Management, Strategy, HR Consulting, Training, Recruiting, Strategic Planning
Education
University of Maryland University College 2008 — 2009
Bachelor of Science, Business Management
University of Minnesota - Carlson School of Management
Human Resources, SHRM Learning System Human - HR Certification
Allen Capital Resources LLC June 2006 - Present
Howard County HR Society 2006 - 2010
CBIZ 2003 - 2006
EMPO Corporation, A Professional Employer Organization 2001 - 2003
Skills
Talent Management, Employee Benefits, Talent Acquisition, Human Resources, Employee Relations, Organizational..., Onboarding, Employee Engagement, Leadership Development, Performance Management, Strategy, HR Consulting, Training, Recruiting, Strategic Planning
Education
University of Maryland University College 2008 — 2009
Bachelor of Science, Business Management
University of Minnesota - Carlson School of Management
Human Resources, SHRM Learning System Human - HR Certification
Laura Leavell's CBIZ Experience March 2004 - May 2005
Job
Industry Information Technology and Services
Experience
Adventist Health Care Systems November 2013 - Present
Waste Pro USA March 2011 - November 2013
Pioneer Technology Group September 2009 - March 2011
Gartner January 2006 - March 2008
CBIZ March 2004 - May 2005
Sports Authority October 2000 - February 2004
Skills
Insurance, Human Resources, HTML, Product Development, Windows, Databases, Microsoft Excel, Microsoft SQL Server, Crystal Reports, T-SQL, SDLC, Business Analysis, Analysis, Software Documentation, SQL, Microsoft Office, Oracle SQL Developer, Software Development, SSIS, Visio
Education
University of Central Florida
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Adventist Health Care Systems November 2013 - Present
Waste Pro USA March 2011 - November 2013
Pioneer Technology Group September 2009 - March 2011
Gartner January 2006 - March 2008
CBIZ March 2004 - May 2005
Sports Authority October 2000 - February 2004
Skills
Insurance, Human Resources, HTML, Product Development, Windows, Databases, Microsoft Excel, Microsoft SQL Server, Crystal Reports, T-SQL, SDLC, Business Analysis, Analysis, Software Documentation, SQL, Microsoft Office, Oracle SQL Developer, Software Development, SSIS, Visio
Education
University of Central Florida
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Lacey McCourt, MSW's CBIZ Experience December 2013 - Present
Job Wellness Account Executive at CBIZ
Industry Health, Wellness and Fitness
Experience
CBIZ December 2013 - Present
LifeWork Strategies June 2013 - November 2013
LifeWork Strategies January 2012 - May 2013
Skills
Team Building, Coaching, Healthcare Management, Employee Benefits, Program Development, Leadership Development, Healthcare, Health Education, Strategic Planning, Public Health, Customer Service, Public Speaking, Nonprofits, Event Planning, Health Promotion, Community Outreach
Education
University of Maryland Baltimore
Master of Social Work (MSW)
University of Maryland Baltimore County
CBIZ December 2013 - Present
LifeWork Strategies June 2013 - November 2013
LifeWork Strategies January 2012 - May 2013
Skills
Team Building, Coaching, Healthcare Management, Employee Benefits, Program Development, Leadership Development, Healthcare, Health Education, Strategic Planning, Public Health, Customer Service, Public Speaking, Nonprofits, Event Planning, Health Promotion, Community Outreach
Education
University of Maryland Baltimore
Master of Social Work (MSW)
University of Maryland Baltimore County
Jason Tadeo's CBIZ Experience December 2008 - Present
Job Senior Marketing Specialist Arizona B&I, P&C, RPS at CBIZ
Industry Management Consulting
Experience
CBIZ December 2008 - Present
CBRE March 2003 - December 2008
Skills
Graphic Design, Marketing Communications, Social Media, Logo Design, Corporate Communications, New Business Development, Marketing, RFP Design, Email Marketing, Direct Marketing, Web Marketing, Event Planning, Events Coordination, Graphic Arts, Internal Communications, Strategic Communications, Social Media Marketing, Social Networking, Management
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Design and Visual Communications, General
University of Miguel Hernandez 2001 — 2001
Certificate Spanish and culture, Spanish Language and Culture
CBIZ December 2008 - Present
CBRE March 2003 - December 2008
Skills
Graphic Design, Marketing Communications, Social Media, Logo Design, Corporate Communications, New Business Development, Marketing, RFP Design, Email Marketing, Direct Marketing, Web Marketing, Event Planning, Events Coordination, Graphic Arts, Internal Communications, Strategic Communications, Social Media Marketing, Social Networking, Management
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Design and Visual Communications, General
University of Miguel Hernandez 2001 — 2001
Certificate Spanish and culture, Spanish Language and Culture
Kim Ehrlich Kim Ehrlich's CBIZ Experience January 2007 - April 2012
Job
Industry Health, Wellness and Fitness
Experience
Cigna HealthCare September 2015 - Present
Wellness Innovations & Nursing Services, LLC (WINS) April 2012 - November 2013
CBIZ January 2007 - April 2012
American Century Investments March 1995 - January 2007
Bryan Memorial Hospital 1990 - 1995
Skills
Outstanding people..., Personnel Management, Personnel Development, Collaborative Problem..., Collaboration, Fitness, Personal Development, Health Savings Accounts, Employee Wellness, Employee Benefits, Wellness, Team Building, Recruiting, Employee Wellness..., Insurance, Program Management, Healthcare
Education
Union College (NE) 1988 — 1992
Bachelor's degree
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Cigna HealthCare September 2015 - Present
Wellness Innovations & Nursing Services, LLC (WINS) April 2012 - November 2013
CBIZ January 2007 - April 2012
American Century Investments March 1995 - January 2007
Bryan Memorial Hospital 1990 - 1995
Skills
Outstanding people..., Personnel Management, Personnel Development, Collaborative Problem..., Collaboration, Fitness, Personal Development, Health Savings Accounts, Employee Wellness, Employee Benefits, Wellness, Team Building, Recruiting, Employee Wellness..., Insurance, Program Management, Healthcare
Education
Union College (NE) 1988 — 1992
Bachelor's degree
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Applied Science (B.A.Sc.)
Sandi Guy Sandi Guy's CBIZ Experience May 2014 - June 2015
Job Human Capital and Talent Strategies
Industry Accounting
Experience
Carr, Riggs & Ingram June 2015 - Present
CBIZ May 2014 - June 2015
CBIZ MHM, LLC March 2012 - April 2014
Greer & Walker, LLP August 2011 - March 2012
BDO USA, LLP March 2000 - November 2010
COONEY, RIKARD & CURTIN, INC January 1996 - February 2000
Skills
Mergers, Talent Acquisition, Organizational..., Talent Development, Planning, Project Planning, Employee Relations, Talent Management, Recruiting, Mergers & Acquisitions, Employee Engagement, Strategic Planning, Leadership Development, Human Resources, Healthcare, Employee Benefits, Leadership, Personnel Management
Education
University of Alabama
Bachelor of Science, Commerce and Business Administration; Human Resources Management
Carr, Riggs & Ingram June 2015 - Present
CBIZ May 2014 - June 2015
CBIZ MHM, LLC March 2012 - April 2014
Greer & Walker, LLP August 2011 - March 2012
BDO USA, LLP March 2000 - November 2010
COONEY, RIKARD & CURTIN, INC January 1996 - February 2000
Skills
Mergers, Talent Acquisition, Organizational..., Talent Development, Planning, Project Planning, Employee Relations, Talent Management, Recruiting, Mergers & Acquisitions, Employee Engagement, Strategic Planning, Leadership Development, Human Resources, Healthcare, Employee Benefits, Leadership, Personnel Management
Education
University of Alabama
Bachelor of Science, Commerce and Business Administration; Human Resources Management
Stephanie (Drake) H. Nelson, MBA, CHHR Stephanie (Drake) H. Nelson, MBA, CHHR's CBIZ Experience July 2005 - February 2006
Job Chief Executive Officer at BlueFire HR Consulting, LLC
Industry Human Resources
Experience
BlueFire HR Consulting, LLC March 2015 - Present
American Osteopathic Association February 2014 - February 2015
American Hospital Association July 2013 - February 2014
American Hospital Association November 2009 - February 2014
American Hospital Association December 2007 - November 2009
American Hospital Association January 2006 - December 2007
CBIZ July 2005 - February 2006
CookTek May 2004 - July 2005
Forsythe Technology May 2003 - June 2004
Synchrony 2001 - 2003
Skills
Change Management, Strategy Alignment, Sponsorship, Organizational..., Employee Relations, Performance Management, Leadership Development, Onboarding, Healthcare, Membership growth of 3%..., Board Governance, Non-profits, Strategic Planning, Strategic Partnerships, Business Development, Budget Process, Non-profit Board..., Executive Management, Operations Management, Human Resources, Thought Leadership, Public Speaking, Growth Strategies, Management, Leadership, Nonprofits, Employee Engagement, Performance Improvement, Staff Development, ASHHRA, Strategy, Marketing, Training, Talent Acquisition, Personnel Management, Succession Planning, Coaching, Process Improvement, Talent Management, Program Management, Interviews, Organizational Design, Budgets, Executive Coaching, Recruiting, Policy, Career Development, Consulting, New Hire Orientations, Team Building
Education
Thomas More College 2000 — 2002
MBA, Business
University of Dayton 1995 — 1999
BS, Psychology
Hudson High School 1991 — 1995
Prep High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
BlueFire HR Consulting, LLC March 2015 - Present
American Osteopathic Association February 2014 - February 2015
American Hospital Association July 2013 - February 2014
American Hospital Association November 2009 - February 2014
American Hospital Association December 2007 - November 2009
American Hospital Association January 2006 - December 2007
CBIZ July 2005 - February 2006
CookTek May 2004 - July 2005
Forsythe Technology May 2003 - June 2004
Synchrony 2001 - 2003
Skills
Change Management, Strategy Alignment, Sponsorship, Organizational..., Employee Relations, Performance Management, Leadership Development, Onboarding, Healthcare, Membership growth of 3%..., Board Governance, Non-profits, Strategic Planning, Strategic Partnerships, Business Development, Budget Process, Non-profit Board..., Executive Management, Operations Management, Human Resources, Thought Leadership, Public Speaking, Growth Strategies, Management, Leadership, Nonprofits, Employee Engagement, Performance Improvement, Staff Development, ASHHRA, Strategy, Marketing, Training, Talent Acquisition, Personnel Management, Succession Planning, Coaching, Process Improvement, Talent Management, Program Management, Interviews, Organizational Design, Budgets, Executive Coaching, Recruiting, Policy, Career Development, Consulting, New Hire Orientations, Team Building
Education
Thomas More College 2000 — 2002
MBA, Business
University of Dayton 1995 — 1999
BS, Psychology
Hudson High School 1991 — 1995
Prep High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jennifer Gray Jennifer Gray's CBIZ Experience February 2004 - January 2014
Job Director, Strategic Accounts at WebMD Health Services
Industry Human Resources
Experience
WebMD Health Services March 2015 - Present
Dress for Success Columbus 2009 - Present
Healthyroads ® - American Specialty Health January 2014 - February 2015
CBIZ February 2004 - January 2014
HRACO 2007 - 2010
Coventry Health Care May 2002 - January 2006
Hewitt Associates 1998 - 2002
Skills
HR Consulting, Internal Communications, Benefits Administration, Employee Relations, Health Insurance, Performance Management, Insurance, Employee Engagement, Strategic Planning, Consulting, Health Savings Accounts, Employee Benefits, Strategy, Leadership, Account Management, Management, Program Management
Education
Dunlap High School 1992 — 1996
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Organizational Behavior, Communication
University of Illinois at Urbana-Champaign 1992 — 1996
Speech Communications, Organizational Behavior Studies
WebMD Health Services March 2015 - Present
Dress for Success Columbus 2009 - Present
Healthyroads ® - American Specialty Health January 2014 - February 2015
CBIZ February 2004 - January 2014
HRACO 2007 - 2010
Coventry Health Care May 2002 - January 2006
Hewitt Associates 1998 - 2002
Skills
HR Consulting, Internal Communications, Benefits Administration, Employee Relations, Health Insurance, Performance Management, Insurance, Employee Engagement, Strategic Planning, Consulting, Health Savings Accounts, Employee Benefits, Strategy, Leadership, Account Management, Management, Program Management
Education
Dunlap High School 1992 — 1996
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Organizational Behavior, Communication
University of Illinois at Urbana-Champaign 1992 — 1996
Speech Communications, Organizational Behavior Studies
Nick Cottini's CBIZ Experience February 2008 - February 2009
Job Club Manager at 24 Hour Fitness
Industry Health, Wellness and Fitness
Experience
24 Hour Fitness February 2015 - Present
Pinstripes, Inc August 2014 - February 2015
Zio's Italian Kitchen May 2010 - August 2014
Convergent Insurance LLC August 2007 - August 2010
CBIZ February 2008 - February 2009
Ashton Woods Homes August 2005 - July 2007
KPMG July 2003 - August 2005
Skills
Contract Negotiation, Recruiting, Organizational Design, Accounting, Customer Satisfaction, Management, JD Edwards, Team Building, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Leadership, Auditing, Inventory Management, Customer Service, Budgets, Microsoft Office, Time Management, Sales, Strategic Planning, Marketing, Finance, Financial Reporting, Microsoft Excel, P
Education
University of Kansas - Graduate School of Business 2002 — 2003
MAIS, Accounting and Information Systems
The University of Kansas 1998 — 2002
BS (2), Accounting, Business Finance
24 Hour Fitness February 2015 - Present
Pinstripes, Inc August 2014 - February 2015
Zio's Italian Kitchen May 2010 - August 2014
Convergent Insurance LLC August 2007 - August 2010
CBIZ February 2008 - February 2009
Ashton Woods Homes August 2005 - July 2007
KPMG July 2003 - August 2005
Skills
Contract Negotiation, Recruiting, Organizational Design, Accounting, Customer Satisfaction, Management, JD Edwards, Team Building, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Leadership, Auditing, Inventory Management, Customer Service, Budgets, Microsoft Office, Time Management, Sales, Strategic Planning, Marketing, Finance, Financial Reporting, Microsoft Excel, P
Education
University of Kansas - Graduate School of Business 2002 — 2003
MAIS, Accounting and Information Systems
The University of Kansas 1998 — 2002
BS (2), Accounting, Business Finance
Alice Ficinus Alice Ficinus's CBIZ Experience March 2000 - January 2005
Job Payroll Specialist at Lathrop & Gage LLP
Industry Research
Experience
Lathrop & Gage LLP February 2011 - Present
APA 2011 - 2015
ViraCor Laboratories July 2009 - January 2010
IBT Laboratories October 2005 - January 2010
CBIZ March 2000 - January 2005
Polsinelli Shughart PC December 1996 - March 2000
Skills
Employee Benefits, Employee Relations, Employment Law, Payroll, Performance Management, HRIS, Benefits Administration, Onboarding, HR Policies, Talent Acquisition, ADP Payroll, Human Resources, Workers Compensation, FMLA, SPHR, Employee Handbooks
Education
University of Central Missouri 1988 — 1991
BS, Accounting
Lathrop & Gage LLP February 2011 - Present
APA 2011 - 2015
ViraCor Laboratories July 2009 - January 2010
IBT Laboratories October 2005 - January 2010
CBIZ March 2000 - January 2005
Polsinelli Shughart PC December 1996 - March 2000
Skills
Employee Benefits, Employee Relations, Employment Law, Payroll, Performance Management, HRIS, Benefits Administration, Onboarding, HR Policies, Talent Acquisition, ADP Payroll, Human Resources, Workers Compensation, FMLA, SPHR, Employee Handbooks
Education
University of Central Missouri 1988 — 1991
BS, Accounting
Dee Callander Dee Callander's CBIZ Experience 1998 - 2000
Job
Industry Market Research
Experience
Lowe's Companies, Inc. June 2014 - Present
Lowe's Companies, Inc. November 2013 - June 2014
Lowe's Home Improvement July 2012 - November 2013
Lowe's Home Improvement October 2007 - July 2012
The Paisley Group February 2010 - January 2011
SpeakSoft July 2009 - February 2010
The PELORUS Group July 2000 - May 2009
CBIZ 1998 - 2000
I Lehrhoff 1996 - 1998
PSICOR Office Laboratories 1994 - 1995
Skills
Product Management, Strategic Partnerships, Telecommunications, Customer Acquisition, Mobile Devices, Business Development, Customer Engagement, Customer Experience, Mobile Marketing, Salesforce.com, Team Management, Marketing Management, Call Centers, Program Management, B2B, Project Planning, Management, Strategy, Marketing Strategy, Event Planning, Public Speaking, Vendor Management, Sales, Start-ups, Sales Management, Time Management, Marketing, Human Resources, CRM, Interviews, Customer Service, Trade Shows, Customer Retention
Education
Union County College 1980 — 1982
Associate's degree
St. Mary's High School 1976 — 1980
Lowe's Companies, Inc. June 2014 - Present
Lowe's Companies, Inc. November 2013 - June 2014
Lowe's Home Improvement July 2012 - November 2013
Lowe's Home Improvement October 2007 - July 2012
The Paisley Group February 2010 - January 2011
SpeakSoft July 2009 - February 2010
The PELORUS Group July 2000 - May 2009
CBIZ 1998 - 2000
I Lehrhoff 1996 - 1998
PSICOR Office Laboratories 1994 - 1995
Skills
Product Management, Strategic Partnerships, Telecommunications, Customer Acquisition, Mobile Devices, Business Development, Customer Engagement, Customer Experience, Mobile Marketing, Salesforce.com, Team Management, Marketing Management, Call Centers, Program Management, B2B, Project Planning, Management, Strategy, Marketing Strategy, Event Planning, Public Speaking, Vendor Management, Sales, Start-ups, Sales Management, Time Management, Marketing, Human Resources, CRM, Interviews, Customer Service, Trade Shows, Customer Retention
Education
Union County College 1980 — 1982
Associate's degree
St. Mary's High School 1976 — 1980
Kasi Johnston Kasi Johnston's CBIZ Experience October 2012 - October 2013
Job Medical Device Sales Representative at Fisher & Paykel Healthcare
Industry Medical Devices
Experience
Fisher & Paykel Healthcare October 2013 - Present
CBIZ October 2012 - October 2013
InterCall October 2011 - October 2012
ADP May 2010 - October 2011
The University of Arizona April 2008 - May 2010
Skills
Account Management, Salesforce.com, Direct Sales, Cold Calling, Lead Generation, Solution Selling, Sales Process, Sales, Recruiting, Sales Operations, Sales Presentations, B2B, CRM, Selling
Education
University of Arizona 2006 — 2010
Bachelors, Communications/Marketing
Fisher & Paykel Healthcare October 2013 - Present
CBIZ October 2012 - October 2013
InterCall October 2011 - October 2012
ADP May 2010 - October 2011
The University of Arizona April 2008 - May 2010
Skills
Account Management, Salesforce.com, Direct Sales, Cold Calling, Lead Generation, Solution Selling, Sales Process, Sales, Recruiting, Sales Operations, Sales Presentations, B2B, CRM, Selling
Education
University of Arizona 2006 — 2010
Bachelors, Communications/Marketing
Daniel Watase Daniel Watase's CBIZ Experience September 2010 - July 2011
Job Addiction Treatment
Industry Health, Wellness and Fitness
Experience
Anza Animal Clinic March 2015 - Present
Ridgeview Ranch March 2015 - Present
Titanium, LLC March 2014 - October 2014
Frank, Rimerman + Co. LLP September 2011 - July 2013
CBIZ September 2010 - July 2011
Skills
Tax Preparation, Auditing, Accounts Payable, Tax, Accounting, Tax Returns, Financial Accounting, GAAP
Education
Glendale Community College 2015 — 2016
Substance Abuse/Addiction Counseling
University of California, Santa Barbara 2006 — 2010
Bachelor, Business Economics w/ emphasis in Accounting, English
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Business Law, International Marketing, Economics
Anza Animal Clinic March 2015 - Present
Ridgeview Ranch March 2015 - Present
Titanium, LLC March 2014 - October 2014
Frank, Rimerman + Co. LLP September 2011 - July 2013
CBIZ September 2010 - July 2011
Skills
Tax Preparation, Auditing, Accounts Payable, Tax, Accounting, Tax Returns, Financial Accounting, GAAP
Education
Glendale Community College 2015 — 2016
Substance Abuse/Addiction Counseling
University of California, Santa Barbara 2006 — 2010
Bachelor, Business Economics w/ emphasis in Accounting, English
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Business Law, International Marketing, Economics
Rich Frankenberg's CBIZ Experience January 2006 - April 2006
Job Associate at EdgeHill Capital Partners
Industry Financial Services
Experience
EdgeHill Capital Partners May 2013 - Present
Deloitte Consulting May 2012 - May 2013
ExxonMobil June 2011 - August 2011
Capgemini July 2007 - July 2010
CBIZ January 2006 - April 2006
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Competitive Analysis, Financial Reporting, Business Strategy, Strategy, Mergers & Acquisitions
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Strategy, Management and Finance
The University of Kansas 2003 — 2007
Bachelor of Science, Accounting
EdgeHill Capital Partners May 2013 - Present
Deloitte Consulting May 2012 - May 2013
ExxonMobil June 2011 - August 2011
Capgemini July 2007 - July 2010
CBIZ January 2006 - April 2006
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Competitive Analysis, Financial Reporting, Business Strategy, Strategy, Mergers & Acquisitions
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Strategy, Management and Finance
The University of Kansas 2003 — 2007
Bachelor of Science, Accounting
Taryn Murtagh's CBIZ Experience September 2011 - May 2013
Job Employee Benefits Account Executive at Brown & Brown
Industry Insurance
Experience
Brown & Brown May 2013 - Present
CBIZ September 2011 - May 2013
The Wright Group July 2008 - August 2011
PayChoice May 2006 - July 2008
Skills
Executive Pay, Finance, Management, Employee Benefits, Insurance, Sales, Project Management, Workers Compensation
Education
University of Kansas 1993 — 1997
Bachelor of Arts, Speech Pathology
Brown & Brown May 2013 - Present
CBIZ September 2011 - May 2013
The Wright Group July 2008 - August 2011
PayChoice May 2006 - July 2008
Skills
Executive Pay, Finance, Management, Employee Benefits, Insurance, Sales, Project Management, Workers Compensation
Education
University of Kansas 1993 — 1997
Bachelor of Arts, Speech Pathology
Lisa Haataja Lisa Haataja's CBIZ Experience September 2003 - October 2004
Job Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2012 - Present
Blanski Peter Kronlage & Zoch, P.A. November 2005 - December 2011
Goldberg & Goldberg, P.A. October 2004 - July 2005
CBIZ September 2003 - October 2004
Goldberg & Goldberg, P.A. September 2002 - September 2003
Jensen Homes, Inc. September 1999 - September 2002
Skills
Computer Skills
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Taxation
University of Minnesota - Carlson School of Management 1995 — 1999
Bachelor of Science in Business, Finance
Menahga High School
Grant Thornton LLP January 2012 - Present
Blanski Peter Kronlage & Zoch, P.A. November 2005 - December 2011
Goldberg & Goldberg, P.A. October 2004 - July 2005
CBIZ September 2003 - October 2004
Goldberg & Goldberg, P.A. September 2002 - September 2003
Jensen Homes, Inc. September 1999 - September 2002
Skills
Computer Skills
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Master of Business Taxation
University of Minnesota - Carlson School of Management 1995 — 1999
Bachelor of Science in Business, Finance
Menahga High School
Tyler Miles's CBIZ Experience January 2015 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ January 2015 - Present
Kelly & Associates Insurance Group, Inc January 2011 - January 2014
Kelly & Associates Insurance Group March 2010 - January 2011
Kelly & Associates Insurance Group June 2008 - March 2010
Kelly & Associates Insurance Group July 2007 - June 2008
University of Maryland January 2004 - May 2007
Skills
Insurance, Health Insurance, Customer Service, Employee Benefits, Outlook, Marketing, Microsoft Excel, Health Savings Accounts, Life Insurance, PowerPoint, Microsoft Office, Research, Account Management, Project Management, Microsoft Word, Personal Finance, Wealth Management
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science (B.S.), Finance
CBIZ January 2015 - Present
Kelly & Associates Insurance Group, Inc January 2011 - January 2014
Kelly & Associates Insurance Group March 2010 - January 2011
Kelly & Associates Insurance Group June 2008 - March 2010
Kelly & Associates Insurance Group July 2007 - June 2008
University of Maryland January 2004 - May 2007
Skills
Insurance, Health Insurance, Customer Service, Employee Benefits, Outlook, Marketing, Microsoft Excel, Health Savings Accounts, Life Insurance, PowerPoint, Microsoft Office, Research, Account Management, Project Management, Microsoft Word, Personal Finance, Wealth Management
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science (B.S.), Finance
Kristen Pyle, FPC's CBIZ Experience 2011 - Present
Job Payroll Specialist at CBIZ
Industry Accounting
Experience
CBIZ 2011 - Present
CBIZ 2008 - 2011
Uhlig 2007 - 2008
Uhlig 2007 - 2008
G. Sam Davis - State Farm Insurance Agency 2006 - 2007
Skills
Payroll, HRIS, Garnishments, Human Resources, FML, Employee Benefits, Employee Relations, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Deferred Compensation, FMLA, Performance Management, Benefits Administration, Leadership, Training
Education
Centennial High School
The University of Kansas
B.A., Communication Studies, Sociology
CBIZ 2011 - Present
CBIZ 2008 - 2011
Uhlig 2007 - 2008
Uhlig 2007 - 2008
G. Sam Davis - State Farm Insurance Agency 2006 - 2007
Skills
Payroll, HRIS, Garnishments, Human Resources, FML, Employee Benefits, Employee Relations, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Deferred Compensation, FMLA, Performance Management, Benefits Administration, Leadership, Training
Education
Centennial High School
The University of Kansas
B.A., Communication Studies, Sociology
Roy Heinbach's CBIZ Experience 1995 - 2000
Job VP of Finance at Quintiles
Industry Pharmaceuticals
Experience
Quintiles 2014 - Present
Quintiles 2012 - 2014
Quintiles 2008 - 2012
Quintiles 2004 - 2008
Sprint Nextel 2000 - 2004
CBIZ 1995 - 2000
Education
University of Kansas - Graduate School of Business 2000 — 2003
MBA
The University of Kansas 1990 — 1994
Business and Accounting
Quintiles 2014 - Present
Quintiles 2012 - 2014
Quintiles 2008 - 2012
Quintiles 2004 - 2008
Sprint Nextel 2000 - 2004
CBIZ 1995 - 2000
Education
University of Kansas - Graduate School of Business 2000 — 2003
MBA
The University of Kansas 1990 — 1994
Business and Accounting
Erik Hansey, CPCU, ARM, AU's CBIZ Experience November 2011 - Present
Job Regional Placement Leader at CBIZ
Industry Insurance
Experience
CBIZ November 2011 - Present
Lockton Companies June 2007 - January 2012
Cessna Aircraft Company June 2006 - May 2007
Power Group Benefits May 2005 - May 2006
Pioneer Financial Services 2005 - 2006
Skills
Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Risk Management, Financial Analysis, Account Management, Customer Service, Liability, Brokers, Negotiation, Professional Liability, Casualty, Enterprise Risk...
Education
University of Kansas 2002 — 2006
Bachelor of Science, Finance
CBIZ November 2011 - Present
Lockton Companies June 2007 - January 2012
Cessna Aircraft Company June 2006 - May 2007
Power Group Benefits May 2005 - May 2006
Pioneer Financial Services 2005 - 2006
Skills
Insurance, Workers Compensation, Property & Casualty..., Commercial Insurance, Risk Management, Financial Analysis, Account Management, Customer Service, Liability, Brokers, Negotiation, Professional Liability, Casualty, Enterprise Risk...
Education
University of Kansas 2002 — 2006
Bachelor of Science, Finance
Katie Lavery, PHR's CBIZ Experience May 2012 - October 2013
Job Human Resources Generalist at CBIZ MHM, LLC
Industry Human Resources
Experience
CBIZ MHM, LLC October 2013 - Present
CBIZ May 2012 - October 2013
Sedona Staffing May 2011 - May 2012
Skills
Employee Relations, Client Retention, Recruitment/Retention, Customer Retention, Payroll, Training, Interviews, Workers Compensation, Benefits Administration, Customer Service, Performance Management, Talent Acquisition, Personnel Management, Human Resources, Microsoft Office, Employee Benefits, Applicant Tracking..., Microsoft Excel, Organizational..., College Recruiting, Talent Management, New Hire Orientations, Team Building, Management, Sales, Strategic Planning, Leadership Development, Deferred Compensation, Account Management, Employee Engagement, Leadership
Education
University of Kansas 2006 — 2011
Bachelor of Science, Management and Leadership (HR Concentration)
CBIZ MHM, LLC October 2013 - Present
CBIZ May 2012 - October 2013
Sedona Staffing May 2011 - May 2012
Skills
Employee Relations, Client Retention, Recruitment/Retention, Customer Retention, Payroll, Training, Interviews, Workers Compensation, Benefits Administration, Customer Service, Performance Management, Talent Acquisition, Personnel Management, Human Resources, Microsoft Office, Employee Benefits, Applicant Tracking..., Microsoft Excel, Organizational..., College Recruiting, Talent Management, New Hire Orientations, Team Building, Management, Sales, Strategic Planning, Leadership Development, Deferred Compensation, Account Management, Employee Engagement, Leadership
Education
University of Kansas 2006 — 2011
Bachelor of Science, Management and Leadership (HR Concentration)
Scot Somes's CBIZ Experience 1999 - 2000
Job Licensed Acupuncturist and Herbalist
Industry Alternative Medicine
Experience
US Navy 2013 - Present
Center for Integrated Eastern Medicine, LLC April 2006 - Present
Colorado School of Traditional Chinese Medicine June 2006 - August 2007
AT&T Broadband 2001 - 2003
Comcast 2000 - 2003
ATT Broadband 2000 - 2002
CBIZ 1999 - 2000
US Navy - Patrol Squadron 1 April 1992 - December 1995
Skills
Pain Management, Wellness, Healing, Headaches, Back Pain, Digestive Disorders, Sports Injuries, Herbal, Tui Na, Chronic Pain, Menopause, Neck Pain, Therapeutic Massage, Navy, Medicine, Injury, Security Clearance, Military Operations, Command, New Business Development, Operational Planning, Military Experience, Organizational..., Program Management, Operations Management, Tactics, Team Building, Strategic Planning, Military, Insomnia, Cupping, Traditional Chinese..., Acupuncture, Top Secret, Military Training, Holistic Health, Stress Management, Nutrition, Auricular Acupuncture, Sports Medicine, Military Aviation, Combat, Wellness Coaching, Anti-Submarine Warfare
Education
Colorado School of Traditional Chinese Medicine 2003 — 2006
Masters, Traditional Chinese Medicine and Chinese Herbology
University of Denver 1997 — 1998
MBA, Finance
United States Naval Academy 1986 — 1990
BS, Engineering
US Navy 2013 - Present
Center for Integrated Eastern Medicine, LLC April 2006 - Present
Colorado School of Traditional Chinese Medicine June 2006 - August 2007
AT&T Broadband 2001 - 2003
Comcast 2000 - 2003
ATT Broadband 2000 - 2002
CBIZ 1999 - 2000
US Navy - Patrol Squadron 1 April 1992 - December 1995
Skills
Pain Management, Wellness, Healing, Headaches, Back Pain, Digestive Disorders, Sports Injuries, Herbal, Tui Na, Chronic Pain, Menopause, Neck Pain, Therapeutic Massage, Navy, Medicine, Injury, Security Clearance, Military Operations, Command, New Business Development, Operational Planning, Military Experience, Organizational..., Program Management, Operations Management, Tactics, Team Building, Strategic Planning, Military, Insomnia, Cupping, Traditional Chinese..., Acupuncture, Top Secret, Military Training, Holistic Health, Stress Management, Nutrition, Auricular Acupuncture, Sports Medicine, Military Aviation, Combat, Wellness Coaching, Anti-Submarine Warfare
Education
Colorado School of Traditional Chinese Medicine 2003 — 2006
Masters, Traditional Chinese Medicine and Chinese Herbology
University of Denver 1997 — 1998
MBA, Finance
United States Naval Academy 1986 — 1990
BS, Engineering
Mairaj Ahmed's CBIZ Experience May 2004 - December 2006
Job Director Corporate IT at Lanyon
Industry Health, Wellness and Fitness
Experience
Lanyon September 2014 - Present
Concentra October 2012 - 2014
Blockbuster August 2011 - August 2012
Monitronics International January 2007 - June 2011
CBIZ May 2004 - December 2006
University of Texas at Dallas August 2003 - December 2004
Capital One August 2001 - November 2002
Codify May 2001 - August 2001
eLoyalty January 1995 - April 2001
University of Texas at Arlington 1990 - 1994
Skills
Integration, PMP, Project Management, PMO, Software Documentation, Program Management, IT Strategy, ITIL, Information Technology, CRM, Strategic Planning, Governance, IT Management, Six Sigma, PMO Development, Agile Project Management, Process Engineering, Software Implementation, Software Development, Executive Management, Strategic IT Management, Technology Management, PMO set-up, PMO Design, Data Center, Management, SDLC, Project Portfolio..., Leadership, IT Governance, Enterprise Software, Telecommunications, Project Delivery, Software Project..., Requirements Analysis, Change Management, Scrum, Cross-functional Team..., Vendor Management, Cross Functional Team..., Business Analysis, OPM3, Agile Methodolgy, Process Improvement, Project Planning, Agile Methodologies, SOA, Security, Consulting, E-commerce
Education
The University of Texas at Dallas 2003 — 2004
MBA, Proj Mgmt/Finance
The University of Texas at Arlington 1990 — 1994
BS, Electrical Engineering
Lanyon September 2014 - Present
Concentra October 2012 - 2014
Blockbuster August 2011 - August 2012
Monitronics International January 2007 - June 2011
CBIZ May 2004 - December 2006
University of Texas at Dallas August 2003 - December 2004
Capital One August 2001 - November 2002
Codify May 2001 - August 2001
eLoyalty January 1995 - April 2001
University of Texas at Arlington 1990 - 1994
Skills
Integration, PMP, Project Management, PMO, Software Documentation, Program Management, IT Strategy, ITIL, Information Technology, CRM, Strategic Planning, Governance, IT Management, Six Sigma, PMO Development, Agile Project Management, Process Engineering, Software Implementation, Software Development, Executive Management, Strategic IT Management, Technology Management, PMO set-up, PMO Design, Data Center, Management, SDLC, Project Portfolio..., Leadership, IT Governance, Enterprise Software, Telecommunications, Project Delivery, Software Project..., Requirements Analysis, Change Management, Scrum, Cross-functional Team..., Vendor Management, Cross Functional Team..., Business Analysis, OPM3, Agile Methodolgy, Process Improvement, Project Planning, Agile Methodologies, SOA, Security, Consulting, E-commerce
Education
The University of Texas at Dallas 2003 — 2004
MBA, Proj Mgmt/Finance
The University of Texas at Arlington 1990 — 1994
BS, Electrical Engineering
Joseph Shorter's CBIZ Experience December 2012 - Present
Job Financial Analyst at CBIZ
Industry Management Consulting
Experience
CBIZ December 2012 - Present
Access Insurance Holdings, Inc January 2009 - December 2012
Munich American Reassurance Company September 2007 - January 2009
Access Insurance Holdings December 2003 - August 2007
Skills
Data Mining, Financial Modeling, Forecasting, Actuarial Analysis, Statistical Modeling, Statistical Reporting, Excel, VBA, SQL, Operations Management, Financial Reporting, Reporting & Analysis, Workflow Analysis, Strategic Planning, Product Development, Variance Analysis, Hyperion, Business Process..., Property & Casualty..., Reinsurance, Health Insurance, Workforce Planning, Workforce Management, Insurance Law, Loss Analysis, Loss Forecasting, Data Analysis, Superior Work Ethic, Analysis, Team Leadership, Actuaries, Microsoft Excel, Winning Teams, Rugby, Team Building, Teamwork, Team Management
Education
Tulane University 1995 — 1998
Bachelor of Science, Mathematics
CBIZ December 2012 - Present
Access Insurance Holdings, Inc January 2009 - December 2012
Munich American Reassurance Company September 2007 - January 2009
Access Insurance Holdings December 2003 - August 2007
Skills
Data Mining, Financial Modeling, Forecasting, Actuarial Analysis, Statistical Modeling, Statistical Reporting, Excel, VBA, SQL, Operations Management, Financial Reporting, Reporting & Analysis, Workflow Analysis, Strategic Planning, Product Development, Variance Analysis, Hyperion, Business Process..., Property & Casualty..., Reinsurance, Health Insurance, Workforce Planning, Workforce Management, Insurance Law, Loss Analysis, Loss Forecasting, Data Analysis, Superior Work Ethic, Analysis, Team Leadership, Actuaries, Microsoft Excel, Winning Teams, Rugby, Team Building, Teamwork, Team Management
Education
Tulane University 1995 — 1998
Bachelor of Science, Mathematics
Eric Dost's CBIZ Experience 1994 - 2003
Job President at Dost Valuation Group, Ltd. and Owner, Dost Valuation Group, Ltd.
Industry Commercial Real Estate
Experience
Dost Valuation Group, Ltd. May 2003 - Present
CBIZ 1994 - 2003
Wells Fargo Bank 1992 - 1994
Joseph Blake and Associates 1986 - 1992
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Science (BS), Real Estate
Dost Valuation Group, Ltd. May 2003 - Present
CBIZ 1994 - 2003
Wells Fargo Bank 1992 - 1994
Joseph Blake and Associates 1986 - 1992
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Science (BS), Real Estate
Christie Condara's CBIZ Experience November 2013 - Present
Job Private Practice, Litigation Manager at Augmentum Group, and Consultant at CBIZ
Industry Law Practice
Experience
CBIZ November 2013 - Present
Augmentum Group June 2013 - Present
Christie Condara & Associates 2011 - Present
Skills
Corporate Law, Contract Negotiation, Contract Law, Corporate Governance, Commercial Litigation, Civil Litigation, Oil/Gas, Contract Management, Legal Advice, Mergers, Joint Ventures, Legal Research, Construction Law, Mediation
Education
University of Houston Law Center 1981 — 1984
CBIZ November 2013 - Present
Augmentum Group June 2013 - Present
Christie Condara & Associates 2011 - Present
Skills
Corporate Law, Contract Negotiation, Contract Law, Corporate Governance, Commercial Litigation, Civil Litigation, Oil/Gas, Contract Management, Legal Advice, Mergers, Joint Ventures, Legal Research, Construction Law, Mediation
Education
University of Houston Law Center 1981 — 1984
Shaun Sadowski's CBIZ Experience June 2005 - October 2007
Job IT Specialist at Department of Labor
Industry Information Technology and Services
Experience
Department of Labor August 2012 - Present
United States Army July 2011 - August 2012
USUHS December 2007 - July 2011
CBIZ June 2005 - October 2007
Education
University of Maryland Baltimore County 2003 — 2005
Department of Labor August 2012 - Present
United States Army July 2011 - August 2012
USUHS December 2007 - July 2011
CBIZ June 2005 - October 2007
Education
University of Maryland Baltimore County 2003 — 2005
Ray Beeman CPA's CBIZ Experience July 2003 - November 2006
Job Accounting Manager at AMAG Technology
Industry Financial Services
Experience
AMAG Technology, Inc March 2007 - Present
SLGG November 2006 - March 2007
CBIZ July 2003 - November 2006
Education
Università per Stranieri di Siena 2002 — 2003
Study Abroad- Siena, Italy
University of California, Santa Barbara 2001 — 2003
AMAG Technology, Inc March 2007 - Present
SLGG November 2006 - March 2007
CBIZ July 2003 - November 2006
Education
Università per Stranieri di Siena 2002 — 2003
Study Abroad- Siena, Italy
University of California, Santa Barbara 2001 — 2003
Lael Byrne's CBIZ Experience March 2008 - Present
Job Director of Account Services
Industry Human Resources
Experience
CBIZ March 2008 - Present
VisionQuest National, Ltd. June 2004 - December 2007
Express Scripts, Inc. February 2000 - April 2004
Express Scripts 2000 - 2004
Xcel Energy October 1997 - January 2000
Health Risk Management October 1992 - October 1997
Lamonts, Inc. January 1986 - February 1992
Education
University of Arizona
BA, Political Science/Journalism
CBIZ March 2008 - Present
VisionQuest National, Ltd. June 2004 - December 2007
Express Scripts, Inc. February 2000 - April 2004
Express Scripts 2000 - 2004
Xcel Energy October 1997 - January 2000
Health Risk Management October 1992 - October 1997
Lamonts, Inc. January 1986 - February 1992
Education
University of Arizona
BA, Political Science/Journalism
Chris Reiser's CBIZ Experience December 1985 - December 1989
Job CPA at Wayne W. Haack & Co., P.C.
Industry Accounting
Experience
Wayne W. Haack & Co., P.C. December 1989 - Present
CBIZ December 1985 - December 1989
Skills
Financial Reporting, Financial Analysis, CPA, Accounting, QuickBooks, Auditing, Account Reconciliation, Accounts Receivable, Managerial Finance, GAAP, Tax Preparation
Education
University of Illinois at Chicago 1981 — 1985
BS, Accounting
Wayne W. Haack & Co., P.C. December 1989 - Present
CBIZ December 1985 - December 1989
Skills
Financial Reporting, Financial Analysis, CPA, Accounting, QuickBooks, Auditing, Account Reconciliation, Accounts Receivable, Managerial Finance, GAAP, Tax Preparation
Education
University of Illinois at Chicago 1981 — 1985
BS, Accounting
James Noel's CBIZ Experience May 1994 - January 2001
Job Vice President at Lockton Dunning
Industry Insurance
Experience
Lockton Dunning Benefits January 2001 - Present
CBIZ May 1994 - January 2001
Skills
Employee Benefits, Health Insurance, 401k, Accident, Account Management, Benefits Administration, Brokers, COBRA, Claim, Claims Management, Commercial Insurance, Deferred Compensation, Defined Benefit, Disability Insurance, ERISA, Employee Relations, Employee Wellness, FMLA, General Insurance, HIPAA, HRIS, Health Care Reform, Health Savings Accounts, Healthcare, Human Resources, Insurance, Leadership, Life Insurance, Sales, Strategic Planning, Team Building, Underwriting, Vendor Management, Workers Compensation
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Lockton Dunning Benefits January 2001 - Present
CBIZ May 1994 - January 2001
Skills
Employee Benefits, Health Insurance, 401k, Accident, Account Management, Benefits Administration, Brokers, COBRA, Claim, Claims Management, Commercial Insurance, Deferred Compensation, Defined Benefit, Disability Insurance, ERISA, Employee Relations, Employee Wellness, FMLA, General Insurance, HIPAA, HRIS, Health Care Reform, Health Savings Accounts, Healthcare, Human Resources, Insurance, Leadership, Life Insurance, Sales, Strategic Planning, Team Building, Underwriting, Vendor Management, Workers Compensation
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Stephen McTigue's CBIZ Experience January 2012 - Present
Job Senior Network Administrator, CBIZ Payroll
Industry Financial Services
Experience
CBIZ January 2012 - Present
ITT Technical Institute October 2009 - Present
Roanoke College August 2002 - January 2012
Enterprise Rent-A-Car 1990 - 1995
Skills
Windows Server, Microsoft Exchange, VMware, Windows 7, Cisco Routers, Network Administration, Network Security, Active Directory, VMware Infrastructure, VMware ESX, Virtualization, Microsoft Office, Computer Hardware, Microsoft SQL Server, Dell Computers, XP, Microsoft Office..., Exchange 2010/2007/2003, Storage Area Networks, Troubleshooting, DNS Server, DNS management, SAN, Server 2000-2008, 2008 Administration, NetApp, Data ONTAP, HP EVA, WAN, DHCP, Networking, DNS, TCP/IP, Switches, IIS, Group Policy, System Administration, Servers, Microsoft Certified..., Wireless Networking, Project Management, VMware View, EMC Storage
Education
The University of New Mexico
B.A., Sociology/Criminal Justice
St. Pius X High School
CBIZ January 2012 - Present
ITT Technical Institute October 2009 - Present
Roanoke College August 2002 - January 2012
Enterprise Rent-A-Car 1990 - 1995
Skills
Windows Server, Microsoft Exchange, VMware, Windows 7, Cisco Routers, Network Administration, Network Security, Active Directory, VMware Infrastructure, VMware ESX, Virtualization, Microsoft Office, Computer Hardware, Microsoft SQL Server, Dell Computers, XP, Microsoft Office..., Exchange 2010/2007/2003, Storage Area Networks, Troubleshooting, DNS Server, DNS management, SAN, Server 2000-2008, 2008 Administration, NetApp, Data ONTAP, HP EVA, WAN, DHCP, Networking, DNS, TCP/IP, Switches, IIS, Group Policy, System Administration, Servers, Microsoft Certified..., Wireless Networking, Project Management, VMware View, EMC Storage
Education
The University of New Mexico
B.A., Sociology/Criminal Justice
St. Pius X High School
Rosalind Shane's CBIZ Experience 1998 - 2008
Job Human Resources Professional
Industry Human Resources
Experience
EY July 2012 - Present
Ernst & Young 2008 - July 2012
CBIZ 1998 - 2008
JSA 1994 - 1998
Skills
Human Resources, Strategy, Mergers & Acquisitions, Leadership, Risk Management, Talent Management, Performance Management, Talent Acquisition, Organizational Design, Employee Engagement, Succession Planning, Organizational...
Education
GPHR SPHR
University of Greenwich
BAHons, International Marketing
EY July 2012 - Present
Ernst & Young 2008 - July 2012
CBIZ 1998 - 2008
JSA 1994 - 1998
Skills
Human Resources, Strategy, Mergers & Acquisitions, Leadership, Risk Management, Talent Management, Performance Management, Talent Acquisition, Organizational Design, Employee Engagement, Succession Planning, Organizational...
Education
GPHR SPHR
University of Greenwich
BAHons, International Marketing
Paul Hoyer's CBIZ Experience October 2012 - August 2013
Job Account Executive at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services August 2015 - Present
PSA August 2013 - Present
CBIZ October 2012 - August 2013
RCM&D May 1995 - July 2012
CareFirst BlueCross BlueShield February 1986 - November 1994
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers, Health Savings Accounts, Underwriting, Professional Liability, Health Care Reform
Education
Towson University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communication/Media Studies
USI Insurance Services August 2015 - Present
PSA August 2013 - Present
CBIZ October 2012 - August 2013
RCM&D May 1995 - July 2012
CareFirst BlueCross BlueShield February 1986 - November 1994
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Brokers, Health Savings Accounts, Underwriting, Professional Liability, Health Care Reform
Education
Towson University 1981 — 1985
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Matt Hartmann's CBIZ Experience 1991 - 2005
Job Director at Jordan Castellon Ricardo, PL
Industry Accounting
Experience
Jordan Castellon Ricardo, PL Senior tax managerCBIZ1991 - 2005
CBIZ 1991 - 2005
Education
University of Florida 1985 — 1991
Jordan Castellon Ricardo, PL Senior tax managerCBIZ1991 - 2005
CBIZ 1991 - 2005
Education
University of Florida 1985 — 1991
Ben Gibson, CIA, CRMA, CGAP, MS's CBIZ Experience August 2007 - Present
Job Experienced Audit, Risk & Controls Consultant
Industry Management Consulting
Experience
Ben D. Gibson, Controls Consulting February 2003 - Present
CBIZ August 2007 - Present
SMARTHINKING, Inc. December 2011 - 2013
Vitro America 2007 - 2009
GKN plc -- Parts, Inc. May 1993 - February 1996
Office of Inspector General, U. S. Department of Health & Human Services January 1988 - June 1993
Skills
Variance Analysis, IFRS, Cash Flow Forecasting, Due Diligence, Auditing, Accounting, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, CPA, Process Improvement, Financial Reporting, Risk Assessment, Internal Controls, JD Edwards, Financial Analysis, Cost Accounting, ACFE, Accounts Payable, Business Planning, Business Analysis, Enterprise Risk..., US GAAP, Business Process..., Managerial Finance, Financial Audits, Consolidation, GAAP, Financial Accounting, General Ledger, Finance, Strategic Financial..., Risk Management, Cash Flow, Forecasting, Analysis, PeopleSoft, Financial Modeling, Budgets, Accounts Receivable, Cash Management, ERP, SAP, Account Reconciliation, Payroll, Microsoft Excel, Management
Education
University of Arkansas at Fayetteville
Master of Science, Operations Management
University of the Ozarks
B.S., Accounting, Business Administration
Ben D. Gibson, Controls Consulting February 2003 - Present
CBIZ August 2007 - Present
SMARTHINKING, Inc. December 2011 - 2013
Vitro America 2007 - 2009
GKN plc -- Parts, Inc. May 1993 - February 1996
Office of Inspector General, U. S. Department of Health & Human Services January 1988 - June 1993
Skills
Variance Analysis, IFRS, Cash Flow Forecasting, Due Diligence, Auditing, Accounting, Internal Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, CPA, Process Improvement, Financial Reporting, Risk Assessment, Internal Controls, JD Edwards, Financial Analysis, Cost Accounting, ACFE, Accounts Payable, Business Planning, Business Analysis, Enterprise Risk..., US GAAP, Business Process..., Managerial Finance, Financial Audits, Consolidation, GAAP, Financial Accounting, General Ledger, Finance, Strategic Financial..., Risk Management, Cash Flow, Forecasting, Analysis, PeopleSoft, Financial Modeling, Budgets, Accounts Receivable, Cash Management, ERP, SAP, Account Reconciliation, Payroll, Microsoft Excel, Management
Education
University of Arkansas at Fayetteville
Master of Science, Operations Management
University of the Ozarks
B.S., Accounting, Business Administration
Kelly Ratta's CBIZ Experience 2002 - Present
Job Installation at cbiz benefits & Insurance
Industry Insurance
Experience
cbiz benefits & Insurance Installation SpecialistCBIZ, Benefits & Insurance Svc, Inc2003 - Present
CBIZ Benefits & Insurance Services, Inc. 2002 - Present
CBIZ 2002 - Present
Education
University of Illinois at Urbana-Champaign
cbiz benefits & Insurance Installation SpecialistCBIZ, Benefits & Insurance Svc, Inc2003 - Present
CBIZ Benefits & Insurance Services, Inc. 2002 - Present
CBIZ 2002 - Present
Education
University of Illinois at Urbana-Champaign
Vicki Berrian, CPA's CBIZ Experience October 1995 - April 2003
Job Tax Manager at Mark Carson & Associates, PC
Industry Accounting
Experience
Mark Carson & Associates, PC January 2004 - Present
Vicki Berrian, CPA May 2001 - Present
CBIZ October 1995 - April 2003
Horner Wible & Associates, Inc. January 1991 - June 1995
Education
University of Denver 1997 — 2000
Masters, Tax
University of Pittsburgh 1988 — 1990
Mark Carson & Associates, PC January 2004 - Present
Vicki Berrian, CPA May 2001 - Present
CBIZ October 1995 - April 2003
Horner Wible & Associates, Inc. January 1991 - June 1995
Education
University of Denver 1997 — 2000
Masters, Tax
University of Pittsburgh 1988 — 1990
Shaina Miller's CBIZ Experience January 2003 - April 2003
Job Financial Analyst at Micro Motion Inc. a division of Emerson Electric Co.
Industry Accounting
Experience
Micro Motion Inc. a division of Emerson Electric Co. May 2008 - Present
PricewaterhouseCoopers January 2006 - May 2008
University of Colorado at Boulder August 2004 - July 2005
CBIZ January 2003 - April 2003
Skills
Financial Reporting
Education
University of Colorado Boulder 2000 — 2005
Micro Motion Inc. a division of Emerson Electric Co. May 2008 - Present
PricewaterhouseCoopers January 2006 - May 2008
University of Colorado at Boulder August 2004 - July 2005
CBIZ January 2003 - April 2003
Skills
Financial Reporting
Education
University of Colorado Boulder 2000 — 2005
Ralph Derouselle's CBIZ Experience November 2014 - April 2015
Job Internal Auditor at NRG Energy
Industry Accounting
Experience
NRG Energy May 2015 - Present
CBIZ November 2014 - April 2015
UHY LLP July 2014 - November 2014
SCI January 2007 - March 2014
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Accounting, Auditing, Financial Reporting, General Ledger, SEC filings, GAAP, Financial Accounting, US GAAP, Account Reconciliation, Financial Analysis, Accounts Payable, Consolidation, Financial Statements, Sarbanes-Oxley, Risk Management, Financial Audits, Process Improvement, Bank Reconciliation, Enterprise Risk..., Accounts Receivable
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
NRG Energy May 2015 - Present
CBIZ November 2014 - April 2015
UHY LLP July 2014 - November 2014
SCI January 2007 - March 2014
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Accounting, Auditing, Financial Reporting, General Ledger, SEC filings, GAAP, Financial Accounting, US GAAP, Account Reconciliation, Financial Analysis, Accounts Payable, Consolidation, Financial Statements, Sarbanes-Oxley, Risk Management, Financial Audits, Process Improvement, Bank Reconciliation, Enterprise Risk..., Accounts Receivable
Education
The University of Texas at Arlington 1999 — 2002
Bachelor of Business Administration (BBA), Finance, General
Bob Cutter's CBIZ Experience September 2011 - Present
Job National Director of Business Development at CBIZ
Industry Accounting
Experience
CBIZ September 2011 - Present
Grant Thornton February 2006 - September 2011
Grant Thornton LLP 2006 - 2011
PricewaterhouseCoopers January 1998 - February 2006
DuCharme, McMillen & Associates January 1990 - September 1997
Blue Cross Blue Shield of Ohio January 1988 - January 1990
Xerox Corp January 1973 - January 1988
Litton Data systems July 1972 - December 1973
US Navy June 1967 - July 1971
Skills
Business Development, Sales Management, Program Management, Leadership, Management, Sales, Sales Process, Marketing Management, Recruiting, Direct Marketing, Management Consulting, Mergers, Strategic Planning, Business Strategy, Strategy, New Business Development, Due Diligence, Financial Analysis, Tax, Acquisition Integration, Forecasting, Mergers & Acquisitions, Business Planning, Process Improvement, Contract Negotiation, CRM, Strategic Partnerships, Account Management, Leadership Development, Team Building, Professional Services, Small Business, Competitive Analysis, Entrepreneurship, Finance, Change Management, Start-ups, Cross-functional Team..., Consulting, Financial Services, Executive Management, Business Process..., SaaS, Budgets, Outsourcing, Salesforce.com
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Executive Education
United States Naval Academy 1963 — 1967
BS, Engineering
St. Edward High School, Lakewood Ohio
HS
CBIZ September 2011 - Present
Grant Thornton February 2006 - September 2011
Grant Thornton LLP 2006 - 2011
PricewaterhouseCoopers January 1998 - February 2006
DuCharme, McMillen & Associates January 1990 - September 1997
Blue Cross Blue Shield of Ohio January 1988 - January 1990
Xerox Corp January 1973 - January 1988
Litton Data systems July 1972 - December 1973
US Navy June 1967 - July 1971
Skills
Business Development, Sales Management, Program Management, Leadership, Management, Sales, Sales Process, Marketing Management, Recruiting, Direct Marketing, Management Consulting, Mergers, Strategic Planning, Business Strategy, Strategy, New Business Development, Due Diligence, Financial Analysis, Tax, Acquisition Integration, Forecasting, Mergers & Acquisitions, Business Planning, Process Improvement, Contract Negotiation, CRM, Strategic Partnerships, Account Management, Leadership Development, Team Building, Professional Services, Small Business, Competitive Analysis, Entrepreneurship, Finance, Change Management, Start-ups, Cross-functional Team..., Consulting, Financial Services, Executive Management, Business Process..., SaaS, Budgets, Outsourcing, Salesforce.com
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Executive Education
United States Naval Academy 1963 — 1967
BS, Engineering
St. Edward High School, Lakewood Ohio
HS
Nadine Martini's CBIZ Experience October 2007 - March 2009
Job Operations Manager at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings March 2015 - Present
Mariner Holdings January 2011 - Present
CBIZ Financial Solutions, Inc. March 2009 - January 2011
CBIZ October 2007 - March 2009
Skills
Financial Services, Series 7, Bloomberg, Series 63, Fixed Income, Microsoft Excel, Securities, Asset Management, Microsoft Office
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
University of San Diego 2003 — 2007
Bachelor's Degree, Business Administration; Minor in Spanish
Mariner Holdings March 2015 - Present
Mariner Holdings January 2011 - Present
CBIZ Financial Solutions, Inc. March 2009 - January 2011
CBIZ October 2007 - March 2009
Skills
Financial Services, Series 7, Bloomberg, Series 63, Fixed Income, Microsoft Excel, Securities, Asset Management, Microsoft Office
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
University of San Diego 2003 — 2007
Bachelor's Degree, Business Administration; Minor in Spanish
Jason Dailey's CBIZ Experience May 2013 - September 2013
Job Consultant
Industry Accounting
Experience
RGP December 2013 - Present
CBIZ May 2013 - September 2013
Harris CapRock Communications January 2009 - May 2013
Resources Global Professionals October 2003 - January 2009
Education
University of Houston-Clear Lake 1990 — 1992
Bachelor of Science (B.S.), Accounting
RGP December 2013 - Present
CBIZ May 2013 - September 2013
Harris CapRock Communications January 2009 - May 2013
Resources Global Professionals October 2003 - January 2009
Education
University of Houston-Clear Lake 1990 — 1992
Bachelor of Science (B.S.), Accounting
Aimee Camp's CBIZ Experience April 2003 - August 2005
Job Recruiting Coordinator at TeamHealth
Industry Hospital & Health Care
Experience
TeamHealth August 2014 - Present
University of Tennessee Medical Center November 2013 - August 2014
The University of Tennessee Medical Center September 2011 - November 2013
Astec Underground, Inc. August 2005 - September 2011
CBIZ April 2003 - August 2005
Mobile Images, Knoxville,TN January 2000 - April 2003
Occupational Health Systems, Knoxville,TN August 1999 - January 2000
Newman National Print Company February 1998 - August 1999
Skills
Organizational..., File Management, Database Admin, Accounts Receivable, Adobe Acrobat, Operations Management, Sales, Human Resources, Administrative..., PowerPoint, Budgets, Inventory Management, Employee Training, Customer Service, Employee Relations, Analysis, Outlook, Process Improvement, Management, Microsoft Office, Vendor Management, New Business Development, Project Planning, Training, Sales Operations, Marketing, Trade Shows, Sales Management, Microsoft Excel, Negotiation, Account Management, Time Management, Purchasing, Forecasting, Contract Negotiation, Business Development, Business Planning, Marketing Strategy, Public Relations, Strategic Planning, B2B, Pricing, Cross-functional Team..., Team Building, Manufacturing, Project Management, Recruiting, Competitive Analysis, Microsoft Word, System Administration
Education
Tusculum College 2000 — 2003
BA, Organizational Business Management
TeamHealth August 2014 - Present
University of Tennessee Medical Center November 2013 - August 2014
The University of Tennessee Medical Center September 2011 - November 2013
Astec Underground, Inc. August 2005 - September 2011
CBIZ April 2003 - August 2005
Mobile Images, Knoxville,TN January 2000 - April 2003
Occupational Health Systems, Knoxville,TN August 1999 - January 2000
Newman National Print Company February 1998 - August 1999
Skills
Organizational..., File Management, Database Admin, Accounts Receivable, Adobe Acrobat, Operations Management, Sales, Human Resources, Administrative..., PowerPoint, Budgets, Inventory Management, Employee Training, Customer Service, Employee Relations, Analysis, Outlook, Process Improvement, Management, Microsoft Office, Vendor Management, New Business Development, Project Planning, Training, Sales Operations, Marketing, Trade Shows, Sales Management, Microsoft Excel, Negotiation, Account Management, Time Management, Purchasing, Forecasting, Contract Negotiation, Business Development, Business Planning, Marketing Strategy, Public Relations, Strategic Planning, B2B, Pricing, Cross-functional Team..., Team Building, Manufacturing, Project Management, Recruiting, Competitive Analysis, Microsoft Word, System Administration
Education
Tusculum College 2000 — 2003
BA, Organizational Business Management
Holly Perez's CBIZ Experience January 2002 - Present
Job Senior Manager at CBIZ and Mayer Hoffman McCann PC
Industry Accounting
Experience
CBIZ January 2002 - Present
McGladrey May 2001 - August 2001
Enterprise Rent-A-Car . 1999 - 2000
Moffitt Development Company 1998 - 1998
Coldwell Banker John Moffitt 1997 - 1997
RE/MAX First, Realtors 1996 - 1996
Skills
Real Estate, Not for Profit, CPA, GAAP, Auditing, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Statements
Education
Truman State University 2000 — 2001
Masters, Accountacy
Truman State University 1996 — 2000
B.S., Accounting
Shawnee Mission South
Shawnee Mission South
CBIZ January 2002 - Present
McGladrey May 2001 - August 2001
Enterprise Rent-A-Car . 1999 - 2000
Moffitt Development Company 1998 - 1998
Coldwell Banker John Moffitt 1997 - 1997
RE/MAX First, Realtors 1996 - 1996
Skills
Real Estate, Not for Profit, CPA, GAAP, Auditing, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Statements
Education
Truman State University 2000 — 2001
Masters, Accountacy
Truman State University 1996 — 2000
B.S., Accounting
Shawnee Mission South
Shawnee Mission South
Darren Hofstra, CPA's CBIZ Experience January 2006 - August 2008
Job Director of Accounting at Welk Resort Group
Industry Accounting
Experience
Welk Resort Group August 2014 - Present
Squar Milner Peterson, et al, LLP December 2009 - August 2014
PKF September 2008 - November 2009
CBIZ January 2006 - August 2008
Skills
CPA, Tax, Accounting, US GAAP, Financial Reporting, Tax Accounting, Tax Preparation, Income Tax, Financial Accounting, QuickBooks, General Ledger, Financial Analysis, Tax Returns, Corporate Tax, Partnership Taxation
Education
University of Arizona 2001 — 2005
BS, MA, Accounting
Welk Resort Group August 2014 - Present
Squar Milner Peterson, et al, LLP December 2009 - August 2014
PKF September 2008 - November 2009
CBIZ January 2006 - August 2008
Skills
CPA, Tax, Accounting, US GAAP, Financial Reporting, Tax Accounting, Tax Preparation, Income Tax, Financial Accounting, QuickBooks, General Ledger, Financial Analysis, Tax Returns, Corporate Tax, Partnership Taxation
Education
University of Arizona 2001 — 2005
BS, MA, Accounting
Chad Holmes's CBIZ Experience July 2007 - August 2010
Job Sales Executive at Maury Donnelly & Parr, Inc.
Industry Financial Services
Experience
Maury Donnelly & Parr Inc August 2010 - Present
CBIZ July 2007 - August 2010
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BA, Economics
Maury Donnelly & Parr Inc August 2010 - Present
CBIZ July 2007 - August 2010
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BA, Economics
Jennifer Finn Barrett's CBIZ Experience September 2008 - March 2012
Job Regional HR Manager at KPMG
Industry Human Resources
Experience
KPMG March 2012 - Present
CBIZ September 2008 - March 2012
CBIZ MHM, LLC September 2008 - March 2012
PricewaterhouseCoopers September 2004 - September 2008
PricewaterhouseCoopers 2005 - 2007
Quiznos LLC 2003 - 2004
DMJM Harris October 2001 - March 2003
Skills
Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Interviews, Sourcing, Personnel Management, Talent Acquisition, Networking, Onboarding, Screening Resumes, College Recruiting
Education
Univeristy of Colorado Leeds School of Business - Boulder, CO 1997 — 2001
Bachelor's of Science - Business Management - Human Resources, Human Resources Management
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Business Management - Human Resources
KPMG March 2012 - Present
CBIZ September 2008 - March 2012
CBIZ MHM, LLC September 2008 - March 2012
PricewaterhouseCoopers September 2004 - September 2008
PricewaterhouseCoopers 2005 - 2007
Quiznos LLC 2003 - 2004
DMJM Harris October 2001 - March 2003
Skills
Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Interviews, Sourcing, Personnel Management, Talent Acquisition, Networking, Onboarding, Screening Resumes, College Recruiting
Education
Univeristy of Colorado Leeds School of Business - Boulder, CO 1997 — 2001
Bachelor's of Science - Business Management - Human Resources, Human Resources Management
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Business Management - Human Resources
Bryan Aguirre's CBIZ Experience October 2013 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ October 2013 - Present
Liberty Mutual Insurance May 2011 - September 2013
McGladrey November 2009 - April 2011
Skills
Policy, Leadership, Tax Preparation, Accounts Payable, Access, Payroll, Sales, Microsoft Excel, Insurance, Time Management, Financial Reporting, Financial Modeling, Auditing, Financial Analysis, Data Analysis, Microsoft Office, Accounts Receivable, Accounting, Nonprofits, Internal Controls, Customer Service, Forecasting, Internal Audit, Budgets, Financial Accounting, Strategic Planning, General Ledger, Team Building, QuickBooks, Account Management, Project Management, Process Improvement, Tax, Real Estate
Education
University of Maryland - Robert H. Smith School of Business
Accounting
CBIZ October 2013 - Present
Liberty Mutual Insurance May 2011 - September 2013
McGladrey November 2009 - April 2011
Skills
Policy, Leadership, Tax Preparation, Accounts Payable, Access, Payroll, Sales, Microsoft Excel, Insurance, Time Management, Financial Reporting, Financial Modeling, Auditing, Financial Analysis, Data Analysis, Microsoft Office, Accounts Receivable, Accounting, Nonprofits, Internal Controls, Customer Service, Forecasting, Internal Audit, Budgets, Financial Accounting, Strategic Planning, General Ledger, Team Building, QuickBooks, Account Management, Project Management, Process Improvement, Tax, Real Estate
Education
University of Maryland - Robert H. Smith School of Business
Accounting
Erica McKeon's CBIZ Experience 2006 - 2008
Job Global HR Lead
Industry Human Resources
Experience
Monsanto Company March 2015 - Present
Monsanto September 2011 - Present
Monsanto June 2008 - September 2011
CBIZ 2006 - 2008
Edward Jones 1997 - 2006
Skills
Human Resources, Deferred Compensation, Talent Management, Applicant Tracking..., HRIS, Workforce Planning, Talent Acquisition, Recruiting, Onboarding, Succession Planning, Performance Management, Employee Relations
Education
Washington University in St. Louis
Master of Arts, Human Resources Management
University of Illinois at Urbana-Champaign
Bachelor of Science, Liberal Arts and Sciences
Monsanto Company March 2015 - Present
Monsanto September 2011 - Present
Monsanto June 2008 - September 2011
CBIZ 2006 - 2008
Edward Jones 1997 - 2006
Skills
Human Resources, Deferred Compensation, Talent Management, Applicant Tracking..., HRIS, Workforce Planning, Talent Acquisition, Recruiting, Onboarding, Succession Planning, Performance Management, Employee Relations
Education
Washington University in St. Louis
Master of Arts, Human Resources Management
University of Illinois at Urbana-Champaign
Bachelor of Science, Liberal Arts and Sciences
Andy Buns, CPA's CBIZ Experience January 2000 - February 2010
Job Accounting manager at Merus Management Group, LTD.
Industry Accounting
Experience
Merus Management Group, LTD. February 2010 - Present
CBIZ January 2000 - February 2010
Skills
Accounting, Tax Returns, Tax, GAAP, Bookkeeping
Education
University of Illinois at Chicago 1996 — 2000
BS, Accounting
Merus Management Group, LTD. February 2010 - Present
CBIZ January 2000 - February 2010
Skills
Accounting, Tax Returns, Tax, GAAP, Bookkeeping
Education
University of Illinois at Chicago 1996 — 2000
BS, Accounting
Bonnie Evelyn's CBIZ Experience April 2010 - July 2014
Job Independent Consultant
Industry Insurance
Experience
Self Employed July 2014 - Present
CBIZ April 2010 - July 2014
CBIZ January 2009 - April 2010
CBIZ September 2007 - January 2009
Aetna 1996 - 2007
Education
State University of New York at Buffalo 1989 — 1993
BA
Self Employed July 2014 - Present
CBIZ April 2010 - July 2014
CBIZ January 2009 - April 2010
CBIZ September 2007 - January 2009
Aetna 1996 - 2007
Education
State University of New York at Buffalo 1989 — 1993
BA
Gerame Homsany's CBIZ Experience February 2007 - December 2008
Job Bond Trader at Carmel Capital Partners
Industry Financial Services
Experience
Carmel Capital Partners 2013 - Present
Mariner Wealth Advisors January 2011 - January 2013
CBIZ Wealth Management January 2009 - December 2010
CBIZ February 2007 - December 2008
National Basketball Association October 2005 - January 2007
Skills
Series 7, Series 66, Series 63, Mutual Funds, Investments, Wealth Management, Strategic Financial..., Fixed Income, Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Bloomberg, Bonds, Uniform Combined State..., FINRA, Investment Management
Education
University of California, San Diego 2010 — 2011
Professional Certificate of Finance
West Virginia University 2000 — 2004
Carmel Capital Partners 2013 - Present
Mariner Wealth Advisors January 2011 - January 2013
CBIZ Wealth Management January 2009 - December 2010
CBIZ February 2007 - December 2008
National Basketball Association October 2005 - January 2007
Skills
Series 7, Series 66, Series 63, Mutual Funds, Investments, Wealth Management, Strategic Financial..., Fixed Income, Portfolio Management, Asset Allocation, Retirement Planning, Alternative Investments, Bloomberg, Bonds, Uniform Combined State..., FINRA, Investment Management
Education
University of California, San Diego 2010 — 2011
Professional Certificate of Finance
West Virginia University 2000 — 2004
Dustin Ward's CBIZ Experience December 2009 - October 2011
Job Operations Manager at Etherios
Industry Accounting
Experience
Etherios February 2014 - Present
Etherios October 2011 - Present
CBIZ December 2009 - October 2011
Skills
Salesforce.com, CRM, IT Strategy, Cloud Computing, Integration, Consulting, Management, Training, Professional Services, Business Process..., SaaS, Business Analysis, Business Process, Account Management, Business Intelligence, Financial Analysis, Strategic Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Bachelor of Science (B.S.), Accounting and Finance
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Finance, Accounting
Etherios February 2014 - Present
Etherios October 2011 - Present
CBIZ December 2009 - October 2011
Skills
Salesforce.com, CRM, IT Strategy, Cloud Computing, Integration, Consulting, Management, Training, Professional Services, Business Process..., SaaS, Business Analysis, Business Process, Account Management, Business Intelligence, Financial Analysis, Strategic Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Bachelor of Science (B.S.), Accounting and Finance
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Finance, Accounting
Lisa M. Garcia, AIF®'s CBIZ Experience May 2006 - May 2009
Job FiduciaryFirst
Industry Financial Services
Experience
FiduciaryFirst December 2010 - Present
Independent Contractor October 2009 - December 2010
CBIZ May 2006 - May 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Charles Schwab 2004 - 2004
Skills
Investments, 401k, Retirement Plan Design, RFP facilitation, Defined Contribution, Defined Benefit, Prudent Fiduciary..., ERISA, Retirement Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Mutual Funds, Series 6, Pensions, Term Life Insurance, Financial Services, Series 7, Retirement Plan..., Long Term Care Insurance, Series 63
Education
State University of New York at Buffalo 1997 — 2002
Bachelor of Science, International Business & World Trade
University of Phoenix 2004 — 2006
MBA, Human Resources
FiduciaryFirst December 2010 - Present
Independent Contractor October 2009 - December 2010
CBIZ May 2006 - May 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Charles Schwab 2004 - 2004
Skills
Investments, 401k, Retirement Plan Design, RFP facilitation, Defined Contribution, Defined Benefit, Prudent Fiduciary..., ERISA, Retirement Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Mutual Funds, Series 6, Pensions, Term Life Insurance, Financial Services, Series 7, Retirement Plan..., Long Term Care Insurance, Series 63
Education
State University of New York at Buffalo 1997 — 2002
Bachelor of Science, International Business & World Trade
University of Phoenix 2004 — 2006
MBA, Human Resources
Kelly Phenix's CBIZ Experience September 2009 - Present
Job Sr. Account Manager at CBIZ
Industry Insurance
Experience
CBIZ September 2009 - Present
NextAction March 2008 - June 2009
Alliance Data Systems/Abacus February 2007 - March 2008
Alliance Data Systems/Abacus August 2003 - February 2007
Sun Microsystems, Inc. November 2000 - November 2002
Skills
Benefits & Insurance, Resident Producer/Life,..., Account Management, Project Planning, Microsoft Excel, Strategic Planning, Management, Direct Marketing, CRM, Employee Benefits, Sales, Leadership, Data Analysis, Product Management, Customer Service
Education
University of Phoenix 2001 — 2003
BS Business, Business/eBusiness
University of Denver 1999 — 2001
n/a, IT
Columbine High School
CBIZ September 2009 - Present
NextAction March 2008 - June 2009
Alliance Data Systems/Abacus February 2007 - March 2008
Alliance Data Systems/Abacus August 2003 - February 2007
Sun Microsystems, Inc. November 2000 - November 2002
Skills
Benefits & Insurance, Resident Producer/Life,..., Account Management, Project Planning, Microsoft Excel, Strategic Planning, Management, Direct Marketing, CRM, Employee Benefits, Sales, Leadership, Data Analysis, Product Management, Customer Service
Education
University of Phoenix 2001 — 2003
BS Business, Business/eBusiness
University of Denver 1999 — 2001
n/a, IT
Columbine High School
Corey Dameron's CBIZ Experience August 2002 - August 2005
Job Vice President Internal Audit at Hudon Advisors LLC
Industry Financial Services
Experience
Hudson Advisors LLC March 2009 - Present
E & Y August 2005 - February 2009
CBIZ August 2002 - August 2005
Skills
Internal Controls, Auditing, Internal Audit, Financial Reporting, Enterprise Risk..., US GAAP, Financial Analysis, GAAP, Accounting, Financial Accounting, Due Diligence, Sarbanes-Oxley, Financial Modeling, Business Valuation, IT Audit, Corporate Finance, External Audit, Process Improvement
Education
University of Kansas - Graduate School of Business 2001 — 2002
MAIS, Accounting & Information Systems
The University of Kansas 1997 — 2002
BS, Accounting & Business Admin
Hudson Advisors LLC March 2009 - Present
E & Y August 2005 - February 2009
CBIZ August 2002 - August 2005
Skills
Internal Controls, Auditing, Internal Audit, Financial Reporting, Enterprise Risk..., US GAAP, Financial Analysis, GAAP, Accounting, Financial Accounting, Due Diligence, Sarbanes-Oxley, Financial Modeling, Business Valuation, IT Audit, Corporate Finance, External Audit, Process Improvement
Education
University of Kansas - Graduate School of Business 2001 — 2002
MAIS, Accounting & Information Systems
The University of Kansas 1997 — 2002
BS, Accounting & Business Admin
Carrie Chiang, CPA, MBT's CBIZ Experience January 2008 - July 2008
Job Senior staff accountant at Sobul, Primes & Schenkel
Industry Accounting
Experience
Sobul, Primes & Schenkel September 2009 - Present
CBIZ January 2008 - July 2008
US Modular May 2007 - November 2007
Skills
Tax, Accounting, Accounts Receivable, Auditing, Invoicing, Bank Reconciliation, Analysis, Credit, Tax Preparation, GAAP, Income Tax, Financial Reporting, QuickBooks, Corporate Tax, Internal Controls, CPA, Financial Statements, General Ledger, Tax Returns
Education
USC Marshall School of Business 2010 — 2013
MBT
University of California, Los Angeles 2005 — 2007
B.S., Economics and Accounting
Sobul, Primes & Schenkel September 2009 - Present
CBIZ January 2008 - July 2008
US Modular May 2007 - November 2007
Skills
Tax, Accounting, Accounts Receivable, Auditing, Invoicing, Bank Reconciliation, Analysis, Credit, Tax Preparation, GAAP, Income Tax, Financial Reporting, QuickBooks, Corporate Tax, Internal Controls, CPA, Financial Statements, General Ledger, Tax Returns
Education
USC Marshall School of Business 2010 — 2013
MBT
University of California, Los Angeles 2005 — 2007
B.S., Economics and Accounting
Elizabeth Penfield's CBIZ Experience September 2008 - Present
Job Senior Administrative Office Professional
Industry Accounting
Experience
CBIZ September 2008 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Bookkeeping, Outlook, Access, Microsoft Office, PowerPoint, Financial Reporting, Customer Service, Budgets, Event Planning
Education
University of Kansas 2002 — 2007
Bachelor's degree, English Language and Literature, General, 3.4 GPA
University of Kansas 2002 — 2007
Bachelor's degree, English
CBIZ September 2008 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Bookkeeping, Outlook, Access, Microsoft Office, PowerPoint, Financial Reporting, Customer Service, Budgets, Event Planning
Education
University of Kansas 2002 — 2007
Bachelor's degree, English Language and Literature, General, 3.4 GPA
University of Kansas 2002 — 2007
Bachelor's degree, English
Kevin Chiappetta, CPA's CBIZ Experience September 2002 - Present
Job Manager at CBIZ
Industry Accounting
Experience
CBIZ September 2002 - Present
Skills
GAAP
Education
University of Illinois at Urbana-Champaign 1997 — 2002
MAS, Accounting
CBIZ September 2002 - Present
Skills
GAAP
Education
University of Illinois at Urbana-Champaign 1997 — 2002
MAS, Accounting
Tim Schannep's CBIZ Experience PresidentWest Point Parents Club of Southern AZ2015 - 2015
Job Vice President at CBIZ
Industry Financial Services
Experience
CBIZ PresidentWest Point Parents Club of Southern AZ2015 - 2015
Skills
Retirement, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Retirement Planning, Insurance, Executive Pay, Financial Services, Health Insurance, Investments, Benefits Administration, Mutual Funds, Pensions
Education
Western Washington University
Master of Business Administration (M.B.A.)
University of Arizona
Bachelor of Science (BS), Industrial Engineering
CBIZ PresidentWest Point Parents Club of Southern AZ2015 - 2015
Skills
Retirement, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Retirement Planning, Insurance, Executive Pay, Financial Services, Health Insurance, Investments, Benefits Administration, Mutual Funds, Pensions
Education
Western Washington University
Master of Business Administration (M.B.A.)
University of Arizona
Bachelor of Science (BS), Industrial Engineering
Jeffery Hutchens's CBIZ Experience 1999 - 2004
Job Negotiator at FedEx Ground
Industry Package/Freight Delivery
Experience
FedEx Ground 2005 - Present
CBIZ 1999 - 2004
Mutual of America 1997 - 1999
Principal Financial Group 1982 - 1997
Skills
Management, Project Management, Strategic Planning, Leadership, Microsoft Office, Business Strategy, Customer Service, Change Management, Strategy, Microsoft Excel, Management Consulting
Education
University of Iowa
Business Bachelor's of Arts(BBA) Finance and Marketing, Double Major Finance and Marketing
FedEx Ground 2005 - Present
CBIZ 1999 - 2004
Mutual of America 1997 - 1999
Principal Financial Group 1982 - 1997
Skills
Management, Project Management, Strategic Planning, Leadership, Microsoft Office, Business Strategy, Customer Service, Change Management, Strategy, Microsoft Excel, Management Consulting
Education
University of Iowa
Business Bachelor's of Arts(BBA) Finance and Marketing, Double Major Finance and Marketing
Jeff Quillin, CPA's CBIZ Experience November 2006 - July 2012
Job Senior Accountant at Agrex, Inc.
Industry Import and Export
Experience
Agrex, Inc. July 2012 - Present
CBIZ November 2006 - July 2012
CBIZ, Mayer Hoffman McCann P November 2006 - July 2012
CBIZ MHM, LLC 2006 - July 2012
CBIZ 2006 - 2009
Koch, Seidhoff, Hand, & Dunn LLP June 2004 - November 2006
KSHD, LLP May 2005 - October 2006
Morrow and Company, LLP January 2005 - May 2005
Skills
Auditing, Accounting, SEC filings, Internal Controls, Financial Reporting, GAAP, Tax, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Tax Research, Income Tax, CPA, Partnership Taxation, General Ledger, Financial Analysis, Tax Preparation, Revenue Recognition, Tax Accounting, Financial Statements, IFRS, Internal Audit, Account Reconciliation, Fixed Assets, Tax Returns, Bookkeeping, Finance
Education
Washburn University 2003 — 2004
Bachelor, Accounting
Washburn University 2003 — 2004
B.A, Accounting
The University of Kansas 2000 — 2003
Business, Accounting
Agrex, Inc. July 2012 - Present
CBIZ November 2006 - July 2012
CBIZ, Mayer Hoffman McCann P November 2006 - July 2012
CBIZ MHM, LLC 2006 - July 2012
CBIZ 2006 - 2009
Koch, Seidhoff, Hand, & Dunn LLP June 2004 - November 2006
KSHD, LLP May 2005 - October 2006
Morrow and Company, LLP January 2005 - May 2005
Skills
Auditing, Accounting, SEC filings, Internal Controls, Financial Reporting, GAAP, Tax, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Tax Research, Income Tax, CPA, Partnership Taxation, General Ledger, Financial Analysis, Tax Preparation, Revenue Recognition, Tax Accounting, Financial Statements, IFRS, Internal Audit, Account Reconciliation, Fixed Assets, Tax Returns, Bookkeeping, Finance
Education
Washburn University 2003 — 2004
Bachelor, Accounting
Washburn University 2003 — 2004
B.A, Accounting
The University of Kansas 2000 — 2003
Business, Accounting
Monte Giddings, CIC, ARM's CBIZ Experience November 2007 - Present
Job Deacon at St. Michael & All Angels Episcopal Church
Industry Insurance
Experience
CBIZ November 2007 - Present
Episcopal Diocese of Kansas April 2007 - Present
St. Michael & All Angels Episcopal Church May 1999 - Present
Leawood Chamber of Commerce 2009 - January 2010
Skills
Insurance, Workers Compensation, Financial Risk, Risk Management, Enterprise Risk..., Leadership, Underwriting, Property & Casualty..., Casualty, Training, Commercial Insurance, Professional Liability, Brokers, Analysis, Liability, Excess, Legal Liability
Education
Kansas School for Ministry 1994 — 1996
Diaconal curriculum
The University of Kansas 1968 — 1972
BS, Language Arts Education
McPherson High School 1964 — 1968
CBIZ November 2007 - Present
Episcopal Diocese of Kansas April 2007 - Present
St. Michael & All Angels Episcopal Church May 1999 - Present
Leawood Chamber of Commerce 2009 - January 2010
Skills
Insurance, Workers Compensation, Financial Risk, Risk Management, Enterprise Risk..., Leadership, Underwriting, Property & Casualty..., Casualty, Training, Commercial Insurance, Professional Liability, Brokers, Analysis, Liability, Excess, Legal Liability
Education
Kansas School for Ministry 1994 — 1996
Diaconal curriculum
The University of Kansas 1968 — 1972
BS, Language Arts Education
McPherson High School 1964 — 1968
Katie Pasquale's CBIZ Experience July 2015 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ July 2015 - Present
Gallagher Bassett Services, Inc. November 2014 - May 2015
Discovery Benefit Solutions,Inc. November 2008 - November 2014
Westland Insurance Brokers July 2006 - November 2008
Wells Fargo Insurance Services December 2002 - June 2006
Kaiser Permanente June 2000 - December 2002
Skills
Health Insurance, Customer Service, Employee Benefits
Education
University of Arizona
santa sophia
CBIZ July 2015 - Present
Gallagher Bassett Services, Inc. November 2014 - May 2015
Discovery Benefit Solutions,Inc. November 2008 - November 2014
Westland Insurance Brokers July 2006 - November 2008
Wells Fargo Insurance Services December 2002 - June 2006
Kaiser Permanente June 2000 - December 2002
Skills
Health Insurance, Customer Service, Employee Benefits
Education
University of Arizona
santa sophia
Shane Goss's CBIZ Experience 1999 - 2003
Job Managing Director at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group January 2015 - Present
Huron Consulting Group December 2011 - Present
Huron Consulting Group January 2007 - November 2011
Wellspring Partners January 2003 - December 2006
CBIZ 1999 - 2003
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Investments, Valuation, Healthcare Consulting, Healthcare, Business Valuation, Healthcare Industry, Due Diligence, Strategic Planning, Private Equity, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 1999
BS, Finance
Univeristy of Mancheter Institute of Science and Technology 1997 — 1998
Business Administration and Management, General
Lake Zurich High School 1990 — 1994
Huron Consulting Group January 2015 - Present
Huron Consulting Group December 2011 - Present
Huron Consulting Group January 2007 - November 2011
Wellspring Partners January 2003 - December 2006
CBIZ 1999 - 2003
Skills
Mergers & Acquisitions, Financial Modeling, Finance, Financial Analysis, Investments, Valuation, Healthcare Consulting, Healthcare, Business Valuation, Healthcare Industry, Due Diligence, Strategic Planning, Private Equity, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1996 — 1999
BS, Finance
Univeristy of Mancheter Institute of Science and Technology 1997 — 1998
Business Administration and Management, General
Lake Zurich High School 1990 — 1994
James Darragh's CBIZ Experience July 2014 - Present
Job Retirement Plan Consultant at CBIZ
Industry Financial Services
Experience
CBIZ July 2014 - Present
CBIZ May 2013 - July 2014
Education
University of Arizona, Eller College of Management
Bachelor's degree, Business/Managerial Economics
CBIZ July 2014 - Present
CBIZ May 2013 - July 2014
Education
University of Arizona, Eller College of Management
Bachelor's degree, Business/Managerial Economics
Jim Osness's CBIZ Experience March 1997 - January 1999
Job SharePoint Analyst at Winston & Strawn LLP
Industry Banking
Experience
Winston & Strawn LLP January 2015 - Present
Cole Taylor Bank/MB Financial 2010 - January 2015
Chicago Mercantile Exchange January 1999 - September 2009
CBIZ March 1997 - January 1999
Skills
SharePoint, Microsoft Exchange, Disaster Recovery, Email Archiving, Vendor Management, Data Center, Active Directory, Security, Windows Server, Visio, Business Analysis, Enterprise Architecture, Software Documentation, Windows, SDLC, SQL, Microsoft SQL Server, Integration, Servers
Education
University of Illinois at Urbana-Champaign 1980 — 1985
BS, Restaurant Management
Global Knowledge
Winston & Strawn LLP January 2015 - Present
Cole Taylor Bank/MB Financial 2010 - January 2015
Chicago Mercantile Exchange January 1999 - September 2009
CBIZ March 1997 - January 1999
Skills
SharePoint, Microsoft Exchange, Disaster Recovery, Email Archiving, Vendor Management, Data Center, Active Directory, Security, Windows Server, Visio, Business Analysis, Enterprise Architecture, Software Documentation, Windows, SDLC, SQL, Microsoft SQL Server, Integration, Servers
Education
University of Illinois at Urbana-Champaign 1980 — 1985
BS, Restaurant Management
Global Knowledge
Melinda Borchardt's CBIZ Experience 2002 - 2003
Job Partner at Borchardt Senger & Associates, LLC
Industry Accounting
Experience
Borchardt Senger & Associates, LLC January 2012 - Present
Borchardt & Associates, Inc. July 2008 - December 2011
R.G. Fowler & Company, P.C. August 2003 - July 2008
CBIZ 2002 - 2003
Skills
Income Tax, Tax, Small Business, Partnership Taxation, Tax Preparation, Tax Returns, CPA, Tax Accounting, Estate Planning, Sales Tax, Accounting, IRS
Education
University of Denver 1996 — 1999
Bachelor of Science, Accounting
University of Denver 1996 — 1999
Masters, Accountancy
Borchardt Senger & Associates, LLC January 2012 - Present
Borchardt & Associates, Inc. July 2008 - December 2011
R.G. Fowler & Company, P.C. August 2003 - July 2008
CBIZ 2002 - 2003
Skills
Income Tax, Tax, Small Business, Partnership Taxation, Tax Preparation, Tax Returns, CPA, Tax Accounting, Estate Planning, Sales Tax, Accounting, IRS
Education
University of Denver 1996 — 1999
Bachelor of Science, Accounting
University of Denver 1996 — 1999
Masters, Accountancy
Grant Spannuth, CPA's CBIZ Experience January 2009 - April 2009
Job Audit Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP September 2013 - Present
CBIZ MHM, LLC December 2010 - September 2013
CBIZ January 2009 - April 2009
Skills
Auditing, US GAAP, CPA, Revenue Recognition, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Accounting Research
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
Master in Professional Accounting, Accounting
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
BS, Accounting
Grant Thornton LLP September 2013 - Present
CBIZ MHM, LLC December 2010 - September 2013
CBIZ January 2009 - April 2009
Skills
Auditing, US GAAP, CPA, Revenue Recognition, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Accounting Research
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
Master in Professional Accounting, Accounting
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
BS, Accounting
Bob Fischgrund's CBIZ Experience 1990 - Present
Job Executive Vice President at CBIZ
Industry Financial Services
Experience
CBIZ Retirement Plan Services February 1990 - Present
CBIZ 1990 - Present
Linde Thomson Law Firm January 1983 - February 1990
Education
University of Denver - Sturm College of Law 1976 — 1980
JD, LLM in Taxation
University of North Carolina at Chapel Hill 1972 — 1976
BA, Economics
CBIZ Retirement Plan Services February 1990 - Present
CBIZ 1990 - Present
Linde Thomson Law Firm January 1983 - February 1990
Education
University of Denver - Sturm College of Law 1976 — 1980
JD, LLM in Taxation
University of North Carolina at Chapel Hill 1972 — 1976
BA, Economics
Jeffrey Saltzer's CBIZ Experience 1999 - 2007
Job Tax and Business Services Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP 2007 - Present
CBIZ 1999 - 2007
Saltzer, Lassar, Piccinnini & Co., CPA LLC 1991 - 1998
Daniel K. Saltzer & Company 1981 - 1991
Skills
Tax, CPA, Accounting, Due Diligence, Management, Restructuring, Financial Reporting, GAAP, Financial Analysis, Entrepreneurship, Litigation Consulting, Management Consulting, Strategic Planning, SEC Filings, Financial Services, Finance, Mergers & Acquisitions, Forensic Accounting
Education
State University of New York at Albany 1967 — 1971
Bachelor of Science (B.S.), Accounting and Business
Bernard Baruch College of the City University of New York 1973 — 1975
Master's degree pending, Taxation
State University of New York at Albany 1967 — 1971
Bachelor's degree, Accounting and Finance
Marcum LLP 2007 - Present
CBIZ 1999 - 2007
Saltzer, Lassar, Piccinnini & Co., CPA LLC 1991 - 1998
Daniel K. Saltzer & Company 1981 - 1991
Skills
Tax, CPA, Accounting, Due Diligence, Management, Restructuring, Financial Reporting, GAAP, Financial Analysis, Entrepreneurship, Litigation Consulting, Management Consulting, Strategic Planning, SEC Filings, Financial Services, Finance, Mergers & Acquisitions, Forensic Accounting
Education
State University of New York at Albany 1967 — 1971
Bachelor of Science (B.S.), Accounting and Business
Bernard Baruch College of the City University of New York 1973 — 1975
Master's degree pending, Taxation
State University of New York at Albany 1967 — 1971
Bachelor's degree, Accounting and Finance
Steven Skaletsky's CBIZ Experience November 2010 - March 2012
Job Broker at Allrisks Limited
Industry Insurance
Experience
All Risks, Ltd March 2015 - Present
DUAL Commercial LLC June 2014 - Present
Gresham & Associates August 2013 - June 2014
All Risks, Ltd March 2012 - August 2013
CBIZ November 2010 - March 2012
Wholesale Insurance January 2009 - April 2010
Ninth Judicial Circuit December 2004 - April 2005
Skills
Fire Fighter, EMT, Retail, Professional Liability, General Liability, Customer Service, Property & Casualty..., Marketing, Casualty, Underwriting, Brokers, Workers Compensation, Negotiation, Legal Liability, Claim, Microsoft Excel, New Business Development
Education
Central Florida Fire Academy Graduate 2005 2005 — 2005
Bachelor Of Arts, Political Science
University of Central Florida 1999 — 2004
BA, Political Science
University of Central Florida 1999 — 2004
Bachelor of Arts, Political Science/ Legal Studies
All Risks, Ltd March 2015 - Present
DUAL Commercial LLC June 2014 - Present
Gresham & Associates August 2013 - June 2014
All Risks, Ltd March 2012 - August 2013
CBIZ November 2010 - March 2012
Wholesale Insurance January 2009 - April 2010
Ninth Judicial Circuit December 2004 - April 2005
Skills
Fire Fighter, EMT, Retail, Professional Liability, General Liability, Customer Service, Property & Casualty..., Marketing, Casualty, Underwriting, Brokers, Workers Compensation, Negotiation, Legal Liability, Claim, Microsoft Excel, New Business Development
Education
Central Florida Fire Academy Graduate 2005 2005 — 2005
Bachelor Of Arts, Political Science
University of Central Florida 1999 — 2004
BA, Political Science
University of Central Florida 1999 — 2004
Bachelor of Arts, Political Science/ Legal Studies
Evan Orvis's CBIZ Experience July 2014 - Present
Job Sales Executive at CBIZ
Industry Insurance
Experience
CBIZ July 2014 - Present
Berkshire Hathaway Homestate Companies June 2011 - July 2014
Auto-Owner's Insurance May 2010 - August 2010
Skills
Property & Casualty..., Marketing, Risk Management, Negotiation, Underwriting, Sales Management, New Business Development, Commercial Lines, Inland Marine, Selling, Team Building, Claim, Liability Analysis, Training, Building Relationships, D&O, Disability Insurance, Employment Practices..., Licensed Property &..., Claims Management, Social Media Marketing
Education
University of Georgia - Terry College of Business 2008 — 2011
BBA, Risk Management and Insurance
Valdosta State University 2006 — 2008
Duluth High School 2002 — 2006
CBIZ July 2014 - Present
Berkshire Hathaway Homestate Companies June 2011 - July 2014
Auto-Owner's Insurance May 2010 - August 2010
Skills
Property & Casualty..., Marketing, Risk Management, Negotiation, Underwriting, Sales Management, New Business Development, Commercial Lines, Inland Marine, Selling, Team Building, Claim, Liability Analysis, Training, Building Relationships, D&O, Disability Insurance, Employment Practices..., Licensed Property &..., Claims Management, Social Media Marketing
Education
University of Georgia - Terry College of Business 2008 — 2011
BBA, Risk Management and Insurance
Valdosta State University 2006 — 2008
Duluth High School 2002 — 2006
Bryan Ty's CBIZ Experience January 2005 - March 2005
Job CPA, Audit Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey September 2005 - Present
CBIZ January 2005 - March 2005
Hyatt Hotels Corporation May 2004 - August 2004
Plante & Moran, PLLC January 2004 - March 2004
Morningstar June 2003 - December 2003
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, US GAAP, CPA, Financial Accounting, Assurance, General Ledger, Financial Analysis, Revenue Recognition, Financial Statements, Cost Accounting, Accounting Research
Education
University of Illinois at Chicago 2000 — 2005
Bachelor
McGladrey September 2005 - Present
CBIZ January 2005 - March 2005
Hyatt Hotels Corporation May 2004 - August 2004
Plante & Moran, PLLC January 2004 - March 2004
Morningstar June 2003 - December 2003
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, US GAAP, CPA, Financial Accounting, Assurance, General Ledger, Financial Analysis, Revenue Recognition, Financial Statements, Cost Accounting, Accounting Research
Education
University of Illinois at Chicago 2000 — 2005
Bachelor
Cathy Wright, SPHR's CBIZ Experience May 1995 - March 1997
Job Benefits Manager at Penton
Industry Human Resources
Experience
Penton December 2013 - Present
MB Group March 2000 - December 2013
House of Lloyd, LLC March 1997 - February 2000
CBIZ May 1995 - March 1997
Education
The University of Kansas
Liberal Arts Degree with minors in Psychology and English
Webster University
Masters, Human Resource Management
Penton December 2013 - Present
MB Group March 2000 - December 2013
House of Lloyd, LLC March 1997 - February 2000
CBIZ May 1995 - March 1997
Education
The University of Kansas
Liberal Arts Degree with minors in Psychology and English
Webster University
Masters, Human Resource Management
Vincent DiMauro, CPA, MBA's CBIZ Experience January 1995 - December 2000
Job Senior Partner at Integrate Consulting LLC
Industry Management Consulting
Experience
Integrate Consulting January 2010 - Present
GR Consulting January 2001 - December 2009
CBIZ January 1995 - December 2000
PRA Development and Management Corporation January 1989 - December 1995
Ernst & Young January 1982 - January 1989
Gulf Refining and Marketing Corporation January 1981 - December 1982
Skills
Mergers, Change Management, Process Engineering, Outsourcing, Enterprise Risk..., Venture Capital, Corporate Governance, Corporate Finance, Enterprise Architecture, ERP, IT Strategy, IT Audit, Internal Audit, Internal Controls, Key Performance..., New Business Development, Supply Chain Management, Business Process..., Strategic Planning, Mergers & Acquisitions, Business Process..., SEC filings, Information Technology, Risk Management, Executive Management, Finance, Business Process, Business Transformation, Managerial Finance, Forecasting, Auditing, Consulting, Cross-functional Team..., Management, Leadership, Business Development, Financial Services, Strategy, Enterprise Software, Acquisition Integration, Accounting, Management Consulting, Restructuring, Budgets, Business Valuation, Due Diligence, Sarbanes-Oxley Act, Integration, Sarbanes-Oxley, Forensic Accounting
Education
Widener University 1979 — 1981
MBA, Corporate Finance
University of Delaware 1976 — 1979
BA, Accounting and Arts & Science
Integrate Consulting January 2010 - Present
GR Consulting January 2001 - December 2009
CBIZ January 1995 - December 2000
PRA Development and Management Corporation January 1989 - December 1995
Ernst & Young January 1982 - January 1989
Gulf Refining and Marketing Corporation January 1981 - December 1982
Skills
Mergers, Change Management, Process Engineering, Outsourcing, Enterprise Risk..., Venture Capital, Corporate Governance, Corporate Finance, Enterprise Architecture, ERP, IT Strategy, IT Audit, Internal Audit, Internal Controls, Key Performance..., New Business Development, Supply Chain Management, Business Process..., Strategic Planning, Mergers & Acquisitions, Business Process..., SEC filings, Information Technology, Risk Management, Executive Management, Finance, Business Process, Business Transformation, Managerial Finance, Forecasting, Auditing, Consulting, Cross-functional Team..., Management, Leadership, Business Development, Financial Services, Strategy, Enterprise Software, Acquisition Integration, Accounting, Management Consulting, Restructuring, Budgets, Business Valuation, Due Diligence, Sarbanes-Oxley Act, Integration, Sarbanes-Oxley, Forensic Accounting
Education
Widener University 1979 — 1981
MBA, Corporate Finance
University of Delaware 1976 — 1979
BA, Accounting and Arts & Science
Sarah Ryder, CPA's CBIZ Experience January 2013 - August 2015
Job Corporate Controller at CohuHD Costar
Industry Accounting
Experience
CohuHD Costar September 2015 - Present
CBIZ January 2013 - August 2015
Cricket Communications October 2011 - January 2013
McGladrey September 2006 - October 2011
Allstate May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Sarbanes-Oxley, Financial Reporting, Internal Controls, Accounting, GAAP, Financial Analysis, Leadership, SEC filings, External Audit, Budgets, Financial Audits, Financial Statements
Education
University of Illinois at Chicago 2004 — 2006
BS, Accounting
CohuHD Costar September 2015 - Present
CBIZ January 2013 - August 2015
Cricket Communications October 2011 - January 2013
McGladrey September 2006 - October 2011
Allstate May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Sarbanes-Oxley, Financial Reporting, Internal Controls, Accounting, GAAP, Financial Analysis, Leadership, SEC filings, External Audit, Budgets, Financial Audits, Financial Statements
Education
University of Illinois at Chicago 2004 — 2006
BS, Accounting
Vince Parker's CBIZ Experience January 2001 - Present
Job Senior Consultant at CBIZ Actuarial & Benefit Consultants
Industry Financial Services
Experience
CBIZ January 2001 - Present
Skills
Defined Benefit, Retirement Planning, Profit Sharing, 401k, Pension Funds, Retirement, Defined Contribution, ERISA, Employee Benefits, Pensions, Financial Services, Wealth Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1998
MBA, Finance and Entrepreneurial Studies
University of Arizona, Eller College of Management 1988 — 1992
BSBA, Marketing
CBIZ January 2001 - Present
Skills
Defined Benefit, Retirement Planning, Profit Sharing, 401k, Pension Funds, Retirement, Defined Contribution, ERISA, Employee Benefits, Pensions, Financial Services, Wealth Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 1998
MBA, Finance and Entrepreneurial Studies
University of Arizona, Eller College of Management 1988 — 1992
BSBA, Marketing
David Porter, CMI's CBIZ Experience September 1993 - January 2004
Job ManagerProperty Tax at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan January 2013 - Present
Kinder Morgan February 2009 - January 2013
Kinder Morgan January 2007 - January 2009
Burr Wolff March 2004 - November 2006
CBIZ September 1993 - January 2004
Avtax 1993 - 2000
James A. Hall and Associates January 1984 - September 1993
Skills
Due Diligence, Financial Analysis, Tax, Accounting, Auditing, Management, Financial Reporting, Sarbanes-Oxley Act, Real Estate, Tax Research
Education
University of Houston-Downtown 1983 — 2009
BS
Kinder Morgan January 2013 - Present
Kinder Morgan February 2009 - January 2013
Kinder Morgan January 2007 - January 2009
Burr Wolff March 2004 - November 2006
CBIZ September 1993 - January 2004
Avtax 1993 - 2000
James A. Hall and Associates January 1984 - September 1993
Skills
Due Diligence, Financial Analysis, Tax, Accounting, Auditing, Management, Financial Reporting, Sarbanes-Oxley Act, Real Estate, Tax Research
Education
University of Houston-Downtown 1983 — 2009
BS
Johna Dickerson's CBIZ Experience July 2007 - Present
Job Office Manager/Bookkeeper at CBIZ
Industry Management Consulting
Experience
CBIZ July 2007 - Present
CBIZ MeyersDining 2007 - Present
Deborah King and Associates April 2005 - July 2007
Skills
Quickbooks, Bookkeeping, Accounts Payable, Accounts Receivable, Office Management, Billing, Excel, Invoicing, Administrative Support, Data Entry, Employee Benefits, Health Insurance, General Ledger, Payroll, Microsoft Excel, Customer Service, QuickBooks
Education
University of Colorado at Boulder 1968 — 1972
BA, Anthropology
CBIZ July 2007 - Present
CBIZ MeyersDining 2007 - Present
Deborah King and Associates April 2005 - July 2007
Skills
Quickbooks, Bookkeeping, Accounts Payable, Accounts Receivable, Office Management, Billing, Excel, Invoicing, Administrative Support, Data Entry, Employee Benefits, Health Insurance, General Ledger, Payroll, Microsoft Excel, Customer Service, QuickBooks
Education
University of Colorado at Boulder 1968 — 1972
BA, Anthropology
Daniel Tadiarca, CPA's CBIZ Experience July 2006 - June 2009
Job
Industry Marketing and Advertising
Experience
Medamonitor, LLC April 2015 - June 2015
Thrive Vegan Restaurant January 2015 - March 2015
Horizon Media July 2013 - August 2014
Horizon Media January 2012 - July 2013
Horizon Media January 2011 - January 2012
Williams & Ribb, LLP September 2009 - November 2010
CBIZ July 2006 - June 2009
UCLA School of Public Affairs April 2005 - June 2006
UCLA Student Media 2005 - 2006
Skills
Social Media Marketing, Media Planning, Advertising, Marketing Strategy, Online Advertising, Social Media, Analytics, Leadership, Data Analysis, Loyalty Marketing, Brand Loyalty, Segmentation, Event Planning, Income Tax, Microsoft Excel, Tax, Marketing, Integrated Marketing, Mobile Marketing
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Business-Economics
Medamonitor, LLC April 2015 - June 2015
Thrive Vegan Restaurant January 2015 - March 2015
Horizon Media July 2013 - August 2014
Horizon Media January 2012 - July 2013
Horizon Media January 2011 - January 2012
Williams & Ribb, LLP September 2009 - November 2010
CBIZ July 2006 - June 2009
UCLA School of Public Affairs April 2005 - June 2006
UCLA Student Media 2005 - 2006
Skills
Social Media Marketing, Media Planning, Advertising, Marketing Strategy, Online Advertising, Social Media, Analytics, Leadership, Data Analysis, Loyalty Marketing, Brand Loyalty, Segmentation, Event Planning, Income Tax, Microsoft Excel, Tax, Marketing, Integrated Marketing, Mobile Marketing
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Business-Economics
Christine Costello's CBIZ Experience 2008 - 2010
Job founder and CEO at Integrated Happiness Advisors, LLC
Industry Health, Wellness and Fitness
Experience
Integrated Happiness Advisors, LLC June 2015 - Present
Northeast Business Group on Health August 2013 - August 2015
The Vitality Group, Inc. a division of Discovery Holdings (South Africa) October 2012 - April 2015
Arthur J. Gallagher & Co. April 2010 - July 2012
CBIZ 2008 - 2010
Skills
Strategy, Employee Benefits, Health Insurance, Wellness, Sales, Insurance, Employee Wellness, Health Care Reform, Strategic Planning, Leadership, New Business Development, CRM, Healthcare, Benefits Administration, Employee Wellness..., Disability Insurance, Team Building, Account Management, Brokers, Incentive Programs, Human Resources, Performance Management, Health Policy, Medicare, Risk Management, Underwriting, Health Savings Accounts, Corporations, ERISA, Healthcare Consulting, Nutrition, Life Insurance, Retirement, Relationship Management, HIPAA, Customer Retention, 401k, Disease Management, Executive Management, wellness and health..., Salesforce.com, Brand Development, Positive Psychology, Mindfulness, Consulting, Management, Program Management, Coaching
Education
University of Maryland College Park
Bachelor of Science (B.S.)
Integrated Happiness Advisors, LLC June 2015 - Present
Northeast Business Group on Health August 2013 - August 2015
The Vitality Group, Inc. a division of Discovery Holdings (South Africa) October 2012 - April 2015
Arthur J. Gallagher & Co. April 2010 - July 2012
CBIZ 2008 - 2010
Skills
Strategy, Employee Benefits, Health Insurance, Wellness, Sales, Insurance, Employee Wellness, Health Care Reform, Strategic Planning, Leadership, New Business Development, CRM, Healthcare, Benefits Administration, Employee Wellness..., Disability Insurance, Team Building, Account Management, Brokers, Incentive Programs, Human Resources, Performance Management, Health Policy, Medicare, Risk Management, Underwriting, Health Savings Accounts, Corporations, ERISA, Healthcare Consulting, Nutrition, Life Insurance, Retirement, Relationship Management, HIPAA, Customer Retention, 401k, Disease Management, Executive Management, wellness and health..., Salesforce.com, Brand Development, Positive Psychology, Mindfulness, Consulting, Management, Program Management, Coaching
Education
University of Maryland College Park
Bachelor of Science (B.S.)
John (Jack) Steimel's CBIZ Experience May 2015 - Present
Job Sales associate/Producer @CBIZ
Industry Insurance
Experience
CBIZ May 2015 - Present
Tullett Prebon June 1987 - May 2013
Gateway Toyota June 1978 - July 1987
Skills
Capital Markets, Trading, Financial Markets, Electronic Trading, Trading Systems, Equities, Fixed Income, Bloomberg, Hedge Funds, Options, Investment Banking, Bonds, Securities, Investments, Equity Derivatives, Risk Management, Derivatives
Education
Union County College 1972 — 1974
Holy Trinity High school, Westfield NJ 1968 — 1972
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
CBIZ May 2015 - Present
Tullett Prebon June 1987 - May 2013
Gateway Toyota June 1978 - July 1987
Skills
Capital Markets, Trading, Financial Markets, Electronic Trading, Trading Systems, Equities, Fixed Income, Bloomberg, Hedge Funds, Options, Investment Banking, Bonds, Securities, Investments, Equity Derivatives, Risk Management, Derivatives
Education
Union County College 1972 — 1974
Holy Trinity High school, Westfield NJ 1968 — 1972
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Alice Binkowski's CBIZ Experience November 2010 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
CBIZ November 2010 - Present
In-Balance, LLC December 2006 - Present
Principal Financial Group November 2002 - November 2006
PRICE WATER HOUSE COOPERS September 1999 - November 2002
Education
University of Delaware
Bachelor's degree
CBIZ November 2010 - Present
In-Balance, LLC December 2006 - Present
Principal Financial Group November 2002 - November 2006
PRICE WATER HOUSE COOPERS September 1999 - November 2002
Education
University of Delaware
Bachelor's degree
Ronald Posner's CBIZ Experience January 1976 - Present
Job Managing Director at CBIZ
Industry Management Consulting
Experience
CBIZ January 1976 - Present
Education
University of Maryland College Park
CBIZ January 1976 - Present
Education
University of Maryland College Park
Me Me Moore's CBIZ Experience October 2005 - December 2007
Job Accountant at Bianchi, Kasavan & Pope, LLP
Industry Accounting
Experience
Bianchi, Kasavan & Pope, LLP February 2008 - April 2015
CBIZ October 2005 - December 2007
Skills
Tax Preparation, QuickBooks, Accounting, S Corporations, Journal Entries, Fixed Assets, General Ledger, Accruals, Financial Statements, Account Reconciliation, Income Tax
Education
UC Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Accounting
Bianchi, Kasavan & Pope, LLP February 2008 - April 2015
CBIZ October 2005 - December 2007
Skills
Tax Preparation, QuickBooks, Accounting, S Corporations, Journal Entries, Fixed Assets, General Ledger, Accruals, Financial Statements, Account Reconciliation, Income Tax
Education
UC Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Accounting
Lucas Titone's CBIZ Experience 2015 - Present
Job Account Manager at CBIZ
Industry Financial Services
Experience
CBIZ 2015 - Present
J.D. Mellberg Financial August 2011 - June 2014
Education
Salpointe
Salpointe
University of Arizona
Psychology
CBIZ 2015 - Present
J.D. Mellberg Financial August 2011 - June 2014
Education
Salpointe
Salpointe
University of Arizona
Psychology
Raymond O'Donnell's CBIZ Experience February 2005 - Present
Job Employee Benefits Consultant at CBIZ
Industry Insurance
Experience
CBIZ February 2005 - Present
Skills
Employee Benefits, Management, Consulting, Sales, Underwriting, Leadership, Strategic Planning, Recruiting, Human Resources, Insurance
Education
Towson University 1986 — 1990
Bachelor's Degree
CBIZ February 2005 - Present
Skills
Employee Benefits, Management, Consulting, Sales, Underwriting, Leadership, Strategic Planning, Recruiting, Human Resources, Insurance
Education
Towson University 1986 — 1990
Bachelor's Degree
Dale Allison's CBIZ Experience February 2001 - June 2001
Job
Industry Information Technology and Services
Experience
Marker InfoComm Inc May 2006 - March 2012
SAIC 2009 - 2012
CB Richard Ellis July 2006 - October 2006
PM TRADE July 2004 - December 2004
University of Central Florida Division of Continuing Education September 2003 - February 2004
IT consultant Self Employed November 2002 - September 2003
Florida Hospital February 2002 - November 2002
CBIZ February 2001 - June 2001
Educational Computer Corporation (ECC) October 1987 - November 2000
Skills
MS Access, ASP, ASP.NET, Software Quality..., Software Documentation, VB.NET, VBA, SQL, Microsoft SQL Server, HTML, Subversion, VSS, XML, Iso 9000, Microsoft Office, Quality Control, MS Project, C#
Education
University of Central Florida
Industrial Engineering
University of Pittsburgh-Greensburg
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Marker InfoComm Inc May 2006 - March 2012
SAIC 2009 - 2012
CB Richard Ellis July 2006 - October 2006
PM TRADE July 2004 - December 2004
University of Central Florida Division of Continuing Education September 2003 - February 2004
IT consultant Self Employed November 2002 - September 2003
Florida Hospital February 2002 - November 2002
CBIZ February 2001 - June 2001
Educational Computer Corporation (ECC) October 1987 - November 2000
Skills
MS Access, ASP, ASP.NET, Software Quality..., Software Documentation, VB.NET, VBA, SQL, Microsoft SQL Server, HTML, Subversion, VSS, XML, Iso 9000, Microsoft Office, Quality Control, MS Project, C#
Education
University of Central Florida
Industrial Engineering
University of Pittsburgh-Greensburg
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Kim Carrier's CBIZ Experience October 2005 - May 2010
Job Medical Biller at ASA Medical Billing
Industry Medical Practice
Experience
ASA Medical Billing June 2011 - Present
CBIZ October 2005 - May 2010
Saint Francis Health System October 2000 - October 2005
Skills
Data Entry, Customer Service, Health Insurance, Payments, Ten Key, Internet, Email, Credit Card Transaction..., Fax
Education
Tulsa Community College 1991 — 1992
Accounting
Pawhuska High School 1988 — 1991
ASA Medical Billing June 2011 - Present
CBIZ October 2005 - May 2010
Saint Francis Health System October 2000 - October 2005
Skills
Data Entry, Customer Service, Health Insurance, Payments, Ten Key, Internet, Email, Credit Card Transaction..., Fax
Education
Tulsa Community College 1991 — 1992
Accounting
Pawhuska High School 1988 — 1991
Lonnie Berg's CBIZ Experience August 1998 - April 2001
Job Executive Administrative Assistant Facilitating, Enhancing Productivity of Senior Managers and Staff
Industry Executive Office
Experience
Anixter June 2007 - May 2015
Alexian Brothers Behavioral Health Hospital 2006 - 2007
Linden Group Health Services 2005 - 2006
The General Board of Pensions of the United Methodist Church April 2004 - October 2004
UnitedHealth Group 2003 - 2004
Near North Insurance Brokerage April 2001 - June 2002
CBIZ August 1998 - April 2001
The Sales Force Company June 1997 - August 1998
National Insurance Crime Bureau May 1996 - June 1997
Hinsdale South High School May 1993 - October 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Microsoft Visio
Education
Triton-College
General Studies
Anixter June 2007 - May 2015
Alexian Brothers Behavioral Health Hospital 2006 - 2007
Linden Group Health Services 2005 - 2006
The General Board of Pensions of the United Methodist Church April 2004 - October 2004
UnitedHealth Group 2003 - 2004
Near North Insurance Brokerage April 2001 - June 2002
CBIZ August 1998 - April 2001
The Sales Force Company June 1997 - August 1998
National Insurance Crime Bureau May 1996 - June 1997
Hinsdale South High School May 1993 - October 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Microsoft Visio
Education
Triton-College
General Studies
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych