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
Debra Singer, CPA Debra Singer, CPA's CBIZ Experience 1989 - Present
Job Director at MHM Retirement Plan Solutions
Industry Accounting
Experience
CBIZ MHM, LLC 2001 - Present
MHM Retirement Plan Solutions January 1991 - Present
Mayer Hoffman McCann P.C. November 1989 - Present
CBIZ 1989 - Present
Education
University of Missouri-Kansas City
MBA, Accounting
CBIZ MHM, LLC 2001 - Present
MHM Retirement Plan Solutions January 1991 - Present
Mayer Hoffman McCann P.C. November 1989 - Present
CBIZ 1989 - Present
Education
University of Missouri-Kansas City
MBA, Accounting
Robert (Rob) Haggerty Robert (Rob) Haggerty's CBIZ Experience December 2007 - March 2012
Job Partner, Tax Services at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace March 2012 - Present
CBIZ December 2007 - March 2012
Sonic Drive-In June 2005 - December 2007
May Department Stores August 1993 - June 2005
River City Broadcasting May 1992 - July 1993
Skills
Tax Strategy, Cost Segregation, Income Tax Provision, Accounting Method..., Real Estate, IRS Examinations, Tax Controversy, Federal & State Income..., CPA, Tax, GAAP
Education
University of Missouri-Saint Louis 1989 — 1993
BSBA, Accounting
Brown Smith Wallace March 2012 - Present
CBIZ December 2007 - March 2012
Sonic Drive-In June 2005 - December 2007
May Department Stores August 1993 - June 2005
River City Broadcasting May 1992 - July 1993
Skills
Tax Strategy, Cost Segregation, Income Tax Provision, Accounting Method..., Real Estate, IRS Examinations, Tax Controversy, Federal & State Income..., CPA, Tax, GAAP
Education
University of Missouri-Saint Louis 1989 — 1993
BSBA, Accounting
Garrett Brinton Garrett Brinton's CBIZ Experience August 2011 - February 2013
Job Investment Portfolio Associate at The Commerce Trust Company
Industry Investment Management
Experience
The Commerce Trust Company August 2014 - Present
Commerce Bank May 2013 - August 2014
Commerce Bank February 2013 - May 2013
CBIZ August 2011 - February 2013
St. Albans Country Club May 2010 - August 2011
University of Missouri August 2009 - January 2010
Skills
Research, Statistics, Public Speaking, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Financial Modeling, Equity Research, Market Research, Valuation Modeling, Equity Trading, Financial Projection, Critical Thinking, Time Management, Option Pricing Models, Compensation & Benefit, Stock Option, Industry Research, WACC, CAPM, DCF Valuation, Inflation, Business Valuation, IRR, Fundamental Analysis, Technical Analysis, Chart Analysis, Credit Analysis, Time Value of Money, Valuation, Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Banking, Management, Analysis
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance & Banking, Real Estate
The Commerce Trust Company August 2014 - Present
Commerce Bank May 2013 - August 2014
Commerce Bank February 2013 - May 2013
CBIZ August 2011 - February 2013
St. Albans Country Club May 2010 - August 2011
University of Missouri August 2009 - January 2010
Skills
Research, Statistics, Public Speaking, Microsoft Office, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Financial Modeling, Equity Research, Market Research, Valuation Modeling, Equity Trading, Financial Projection, Critical Thinking, Time Management, Option Pricing Models, Compensation & Benefit, Stock Option, Industry Research, WACC, CAPM, DCF Valuation, Inflation, Business Valuation, IRR, Fundamental Analysis, Technical Analysis, Chart Analysis, Credit Analysis, Time Value of Money, Valuation, Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Banking, Management, Analysis
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelor of Science, Business Administration, Finance & Banking, Real Estate
Stephanie Conner's CBIZ Experience August 2013 - Present
Job Wellness Coordinator at CBIZ
Industry Program Development
Experience
CBIZ August 2013 - Present
Quest Diagnostics 2011 - 2012
ExamOne, a Quest Diagnostics Company 2008 - 2011
American Broadband 2005 - 2008
Skills
Customer Service, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Team Building, Salesforce.com, Public Speaking, Community Outreach, Strategic Planning, Data Entry, Training, Outlook, Event Management, Social Media
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (BA), Communication, General
CBIZ August 2013 - Present
Quest Diagnostics 2011 - 2012
ExamOne, a Quest Diagnostics Company 2008 - 2011
American Broadband 2005 - 2008
Skills
Customer Service, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Team Building, Salesforce.com, Public Speaking, Community Outreach, Strategic Planning, Data Entry, Training, Outlook, Event Management, Social Media
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (BA), Communication, General
Kimberly Conde Kimberly Conde's CBIZ Experience May 1999 - August 2000
Job Kindergarten Teacher
Industry Education Management
Experience
Clark County School District January 2015 - Present
Century 21 Solutions August 2003 - Present
Rancho Mesa Insurance Services, Inc. October 2002 - August 2003
Barona Casino September 2001 - October 2002
Rooney/Crull Financial & Insurance Services August 2000 - September 2001
CBIZ May 1999 - August 2000
Viejas Enterprises August 1992 - May 1999
Skills
Short Sales, Residential Homes, First Time Home Buyers, Sellers, Relocation, Foreclosures, Real Estate, Investment Properties, REO, Negotiation, Contract Negotiation, Referrals, Selling, Sales, Marketing Strategy, Listings, Move Up Buyers, Uniforms, Uniform Programs, School Uniforms, Incentive Programs, Safety Programs, Company Picnics, Health Fairs, Employee Recognition, Brand Development, Brand Loyalty, Brand Awareness, Branding & Identity, Apparel, Athletic Apparel, Machine Embroidery, Marketing, Buyer Representation, Townhomes, Real Property, Buyers, Luxury, Vacation Homes, Condos, Resellers, New Homes, Relocation Buyers, Rentals, National Association of..., Management, e-PRO
Education
University of Phoenix 1996 — 2000
Bachelors, Business Administration/Marketing
Clark County School District January 2015 - Present
Century 21 Solutions August 2003 - Present
Rancho Mesa Insurance Services, Inc. October 2002 - August 2003
Barona Casino September 2001 - October 2002
Rooney/Crull Financial & Insurance Services August 2000 - September 2001
CBIZ May 1999 - August 2000
Viejas Enterprises August 1992 - May 1999
Skills
Short Sales, Residential Homes, First Time Home Buyers, Sellers, Relocation, Foreclosures, Real Estate, Investment Properties, REO, Negotiation, Contract Negotiation, Referrals, Selling, Sales, Marketing Strategy, Listings, Move Up Buyers, Uniforms, Uniform Programs, School Uniforms, Incentive Programs, Safety Programs, Company Picnics, Health Fairs, Employee Recognition, Brand Development, Brand Loyalty, Brand Awareness, Branding & Identity, Apparel, Athletic Apparel, Machine Embroidery, Marketing, Buyer Representation, Townhomes, Real Property, Buyers, Luxury, Vacation Homes, Condos, Resellers, New Homes, Relocation Buyers, Rentals, National Association of..., Management, e-PRO
Education
University of Phoenix 1996 — 2000
Bachelors, Business Administration/Marketing
Ondraya Graves, PHR Ondraya Graves, PHR's CBIZ Experience August 2003 - April 2007
Job Human Resources Professional
Industry Human Resources
Experience
Private Law Firm September 2015 - Present
Raffa, PC February 2013 - September 2015
Government Contracting Firm April 2010 - February 2013
CBIZ August 2003 - April 2007
Bureau of National Affairs (BNA) June 1998 - June 2000
Association of Trial Lawyers of America February 1996 - June 1998
Skills
Human Resources, Benefits Administration, Salary Structure..., Employee Relations, Strategic Policy..., Training and Development, 401K Plan Administration, Employee Wellness..., Payroll Services, Customer Service, Recruiting, Employee Benefits, Training, Onboarding, Deferred Compensation
Education
University of Phoenix
Human Resources Management
Private Law Firm September 2015 - Present
Raffa, PC February 2013 - September 2015
Government Contracting Firm April 2010 - February 2013
CBIZ August 2003 - April 2007
Bureau of National Affairs (BNA) June 1998 - June 2000
Association of Trial Lawyers of America February 1996 - June 1998
Skills
Human Resources, Benefits Administration, Salary Structure..., Employee Relations, Strategic Policy..., Training and Development, 401K Plan Administration, Employee Wellness..., Payroll Services, Customer Service, Recruiting, Employee Benefits, Training, Onboarding, Deferred Compensation
Education
University of Phoenix
Human Resources Management
Lisa Salem Lisa Salem's CBIZ Experience January 2004 - Present
Job Tax Senior at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ January 2004 - Present
Skills
CPA, SEC filings, Income Tax, GAAP, US GAAP, Tax Accounting, Tax Preparation, Partnership Taxation, Corporate Tax, Tax Advisory
Education
University of South Florida 2003 — 2004
Masters, Accountacy
Saint Leo University 1999 — 2003
Bachelors, Accounting
St. Petersburg Catholic High School 1995 — 1999
Diploma, General
CBIZ January 2004 - Present
Skills
CPA, SEC filings, Income Tax, GAAP, US GAAP, Tax Accounting, Tax Preparation, Partnership Taxation, Corporate Tax, Tax Advisory
Education
University of South Florida 2003 — 2004
Masters, Accountacy
Saint Leo University 1999 — 2003
Bachelors, Accounting
St. Petersburg Catholic High School 1995 — 1999
Diploma, General
Chad Bernstein Chad Bernstein's CBIZ Experience February 2013 - March 2013
Job Associate Business Analyst at Hudson's Bay Company
Industry Computer Hardware
Experience
Hudson's Bay Company September 2014 - Present
Dell/Boeing April 2014 - September 2014
Wells Fargo March 2014 - April 2014
Wells Fargo Advisors April 2013 - December 2013
CBIZ February 2013 - March 2013
Retail Technology Group August 2011 - November 2012
Katy Computer Repair October 2010 - April 2011
AT&T April 2008 - April 2010
Walgreen's February 2006 - May 2007
Skills
Sales, Computer Repair, Project Management, Multiple Project..., Project Coordination, HVAC, Microsoft Office 2007, Computer Hardware..., Retail, Customer Service, Photography, Soldering, Brazing, Retail Sales, POS, Management, Office Administration, Call Centers, Cold Calling Experience, Marketing, Account Management, Outlook, Troubleshooting, Microsoft Office, Process Improvement, Vendor Management, Customer Retention, Employee Training, Customer Satisfaction, Computer Hardware, Leadership, Networking, New Business Development, Training, Software Documentation, Cold Calling, Time Management, Information Technology, Recruiting, CRM, Program Management
Education
University of Missouri - St. Louis 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Hudson's Bay Company September 2014 - Present
Dell/Boeing April 2014 - September 2014
Wells Fargo March 2014 - April 2014
Wells Fargo Advisors April 2013 - December 2013
CBIZ February 2013 - March 2013
Retail Technology Group August 2011 - November 2012
Katy Computer Repair October 2010 - April 2011
AT&T April 2008 - April 2010
Walgreen's February 2006 - May 2007
Skills
Sales, Computer Repair, Project Management, Multiple Project..., Project Coordination, HVAC, Microsoft Office 2007, Computer Hardware..., Retail, Customer Service, Photography, Soldering, Brazing, Retail Sales, POS, Management, Office Administration, Call Centers, Cold Calling Experience, Marketing, Account Management, Outlook, Troubleshooting, Microsoft Office, Process Improvement, Vendor Management, Customer Retention, Employee Training, Customer Satisfaction, Computer Hardware, Leadership, Networking, New Business Development, Training, Software Documentation, Cold Calling, Time Management, Information Technology, Recruiting, CRM, Program Management
Education
University of Missouri - St. Louis 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Polly Thomas Polly Thomas's CBIZ Experience October 2009 - Present
Job Director, Onsite Clinic Consulting and Employee Benefits Consultant at CBIZ
Industry Insurance
Experience
CBIZ October 2009 - Present
Turner House Children's Clinic 2011 - 2011
Cerner Corporation January 2002 - October 2009
Cerner 2008 - 2009
Skills
Wellness Programming, Employee Benefits, Healthcare, Insurance, Strategic Planning, Benefits, Contract Negotiation, Change Management, Wellness, Leadership, Healthcare Consulting, Strategy, HIPAA, Healthcare Management, Program Management, EMR, Healthcare Information..., Analysis, Process Improvement, Health Insurance, Employee Wellness, Human Resources, Consulting, Disability Insurance, Medicare, Health Care Reform, Healthcare Industry, Managed Care, Health Policy, Benefits Administration, COBRA, Disease Management, Health Savings Accounts, Defined Benefit, Workers Compensation
Education
University of Missouri-Columbia 1995 — 1999
BS, Physical Therapy
CBIZ October 2009 - Present
Turner House Children's Clinic 2011 - 2011
Cerner Corporation January 2002 - October 2009
Cerner 2008 - 2009
Skills
Wellness Programming, Employee Benefits, Healthcare, Insurance, Strategic Planning, Benefits, Contract Negotiation, Change Management, Wellness, Leadership, Healthcare Consulting, Strategy, HIPAA, Healthcare Management, Program Management, EMR, Healthcare Information..., Analysis, Process Improvement, Health Insurance, Employee Wellness, Human Resources, Consulting, Disability Insurance, Medicare, Health Care Reform, Healthcare Industry, Managed Care, Health Policy, Benefits Administration, COBRA, Disease Management, Health Savings Accounts, Defined Benefit, Workers Compensation
Education
University of Missouri-Columbia 1995 — 1999
BS, Physical Therapy
Cherie Gartner's CBIZ Experience January 2002 - December 2002
Job Vice President, Global Accenture Alliance (at Oracle)
Industry Computer Software
Experience
Oracle November 2014 - Present
Oracle July 2014 - Present
Oracle June 2013 - Present
Oracle July 2012 - Present
Oracle August 2011 - Present
PwC July 2009 - July 2011
PricewaterhouseCoopers November 2007 - August 2009
Grant Thornton LLP 2003 - 2007
CBIZ January 2002 - December 2002
Jefferson Wells International December 2000 - January 2002
Skills
Professional Services, International Business..., Sales Management, Team Leadership, Strategic Partnerships, Consulting, Strategy, Business Strategy, Selling, Business Alliances, Management Consulting, Pre-sales, Start-ups, Business Development, Executive Management, Leadership, Sales, Management, Enterprise Software, Project Management, Security, Solution Selling, Cloud Computing, Business Intelligence, IT Strategy
Education
University of Minnesota-Twin Cities 1988 — 1991
BA
Oracle November 2014 - Present
Oracle July 2014 - Present
Oracle June 2013 - Present
Oracle July 2012 - Present
Oracle August 2011 - Present
PwC July 2009 - July 2011
PricewaterhouseCoopers November 2007 - August 2009
Grant Thornton LLP 2003 - 2007
CBIZ January 2002 - December 2002
Jefferson Wells International December 2000 - January 2002
Skills
Professional Services, International Business..., Sales Management, Team Leadership, Strategic Partnerships, Consulting, Strategy, Business Strategy, Selling, Business Alliances, Management Consulting, Pre-sales, Start-ups, Business Development, Executive Management, Leadership, Sales, Management, Enterprise Software, Project Management, Security, Solution Selling, Cloud Computing, Business Intelligence, IT Strategy
Education
University of Minnesota-Twin Cities 1988 — 1991
BA
Jessica Ratcliff Jessica Ratcliff's CBIZ Experience March 2014 - Present
Job HR Consultant at CBIZ
Industry Human Resources
Experience
CBIZ March 2014 - Present
CBIZ March 2012 - March 2014
Chesterfield Athletic Club May 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Performance Management, Recruiting, Strategic Planning, Payroll, Employee Relations
Education
University of Missouri - St. Louis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CBIZ March 2014 - Present
CBIZ March 2012 - March 2014
Chesterfield Athletic Club May 2002 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Performance Management, Recruiting, Strategic Planning, Payroll, Employee Relations
Education
University of Missouri - St. Louis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ryan Fedyk, MBA Ryan Fedyk, MBA's CBIZ Experience April 2008 - September 2008
Job Senior Consultant at Dataserv
Industry Information Technology and Services
Experience
DataServ Provides SaaS Accounts Payable, Accounts Receivable, and HR Automation Since 1994 August 2013 - Present
Emerson October 2011 - June 2013
Emerson April 2009 - October 2011
Brown Smith Wallace September 2008 - April 2009
CBIZ April 2008 - September 2008
Avchem, Inc. May 2007 - April 2008
Chapman-Sander Insurance November 2004 - April 2007
Skills
Process Engineering, Project Management, Business Analysis, SQL, Microsoft Excel, Access Database, .NET, Visual Basic, Oracle Financial, SharePoint, Financial Reporting, Cross-functional Team..., Databases, Requirements Analysis, Vendor Management
Education
University of Missouri-Saint Louis
Master in Business Administration
University of Missouri-Saint Louis
Bachelor of Arts in Mathematics
DataServ Provides SaaS Accounts Payable, Accounts Receivable, and HR Automation Since 1994 August 2013 - Present
Emerson October 2011 - June 2013
Emerson April 2009 - October 2011
Brown Smith Wallace September 2008 - April 2009
CBIZ April 2008 - September 2008
Avchem, Inc. May 2007 - April 2008
Chapman-Sander Insurance November 2004 - April 2007
Skills
Process Engineering, Project Management, Business Analysis, SQL, Microsoft Excel, Access Database, .NET, Visual Basic, Oracle Financial, SharePoint, Financial Reporting, Cross-functional Team..., Databases, Requirements Analysis, Vendor Management
Education
University of Missouri-Saint Louis
Master in Business Administration
University of Missouri-Saint Louis
Bachelor of Arts in Mathematics
Ryan Kuryla Ryan Kuryla's CBIZ Experience August 2015 - Present
Job Supervising Senior Benefits Consultant at CBIZ
Industry Accounting
Experience
CBIZ August 2015 - Present
CBIZ July 2010 - July 2015
CBIZ May 2007 - June 2010
Colliers International May 2006 - August 2006
Skills
Employee Benefits, Form 5500 preparation, ERISA, Compliance, Strategic Planning, Finance, Insurance, Leadership
Education
University of Missouri-Columbia 2005 — 2007
MBA, Finance
University of Missouri-Columbia 2001 — 2005
B.S., Business Management
St. Louis University High School
CBIZ August 2015 - Present
CBIZ July 2010 - July 2015
CBIZ May 2007 - June 2010
Colliers International May 2006 - August 2006
Skills
Employee Benefits, Form 5500 preparation, ERISA, Compliance, Strategic Planning, Finance, Insurance, Leadership
Education
University of Missouri-Columbia 2005 — 2007
MBA, Finance
University of Missouri-Columbia 2001 — 2005
B.S., Business Management
St. Louis University High School
Shayla Busch Shayla Busch's CBIZ Experience June 2013 - April 2015
Job Buyer Specialist at Keller Williams Realty, Inc.
Industry Commercial Real Estate
Experience
Keller Williams Realty, Inc. May 2015 - Present
CBIZ June 2013 - April 2015
University of Missouri September 2011 - June 2013
Skills
Business Valuation, Financial Reporting, Communication, Valuation, Customer Service, Financial Analysis, Analysis, Finance, Strategy, Financial Modeling
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Real Estate
University of Missouri-Columbia
Keller Williams Realty, Inc. May 2015 - Present
CBIZ June 2013 - April 2015
University of Missouri September 2011 - June 2013
Skills
Business Valuation, Financial Reporting, Communication, Valuation, Customer Service, Financial Analysis, Analysis, Finance, Strategy, Financial Modeling
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Finance and Real Estate
University of Missouri-Columbia
Emily Babcock, M. Ed.'s CBIZ Experience June 2014 - Present
Job Master's graduate seeking opportunities in corporate wellness
Industry Health, Wellness and Fitness
Experience
CBIZ June 2014 - Present
Wilson's Fitness Centers September 2014 - May 2015
University of Missouri June 2013 - May 2015
Columbia Parks and Recreation February 2013 - February 2015
University of Missouri Health Care January 2013 - May 2013
Healthy for Life June 2012 - December 2012
Element Health June 2011 - August 2011
Skills
Nutrition, Health Education, Health Promotion, Nutritional Counseling, Wellness Coaching, Wellness, Prevention, Fitness, Nutrition Education, Public Health, Exercise Physiology, Fitness Training, Community Health, Strength Training, Wellbeing, Behavior Change, Healthcare, Behavior Modification
Education
University of Missouri-Columbia 2013 — 2015
Master’s Degree, Health Education and Promotion M.Ed.
University of Missouri-Columbia 2009 — 2013
Bachelor of Health Science in Health Sciences; Minor in Nutritional Sciences, Health and Wellness
CBIZ June 2014 - Present
Wilson's Fitness Centers September 2014 - May 2015
University of Missouri June 2013 - May 2015
Columbia Parks and Recreation February 2013 - February 2015
University of Missouri Health Care January 2013 - May 2013
Healthy for Life June 2012 - December 2012
Element Health June 2011 - August 2011
Skills
Nutrition, Health Education, Health Promotion, Nutritional Counseling, Wellness Coaching, Wellness, Prevention, Fitness, Nutrition Education, Public Health, Exercise Physiology, Fitness Training, Community Health, Strength Training, Wellbeing, Behavior Change, Healthcare, Behavior Modification
Education
University of Missouri-Columbia 2013 — 2015
Master’s Degree, Health Education and Promotion M.Ed.
University of Missouri-Columbia 2009 — 2013
Bachelor of Health Science in Health Sciences; Minor in Nutritional Sciences, Health and Wellness
Jason Driskell Jason Driskell's CBIZ Experience June 2011 - August 2011
Job Business Insight Analyst at Littler Mendelson
Industry Accounting
Experience
Littler Mendelson August 2015 - Present
EY September 2013 - August 2015
University of Missouri August 2012 - May 2013
EY January 2012 - March 2012
University of Missouri August 2009 - December 2011
CBIZ June 2011 - August 2011
Skills
Financial Accounting, Microsoft Excel, Auditing, Accounting, GAAP, Cost Accounting, PowerPoint, Teaching, External Audit, Financial Statements, Assurance
Education
University of Missouri-Columbia 2008 — 2013
Master's degree, Accounting
Littler Mendelson August 2015 - Present
EY September 2013 - August 2015
University of Missouri August 2012 - May 2013
EY January 2012 - March 2012
University of Missouri August 2009 - December 2011
CBIZ June 2011 - August 2011
Skills
Financial Accounting, Microsoft Excel, Auditing, Accounting, GAAP, Cost Accounting, PowerPoint, Teaching, External Audit, Financial Statements, Assurance
Education
University of Missouri-Columbia 2008 — 2013
Master's degree, Accounting
Shanna Marchant Shanna Marchant's CBIZ Experience May 2008 - December 2012
Job V.P. Employee Benefits Department
Industry Insurance
Experience
Moreton & Company December 2012 - Present
CBIZ May 2008 - December 2012
Finco Brothers 1996 - 2008
Ralph L Wadsworth Construction Company 1995 - 1996
Skills
Sarbanes-Oxley Act, Managerial Finance, Forensic Accounting, Sarbanes-Oxley, Valuation, Corporate Finance, CPA, Financial Accounting, Internal Audit, Cash Flow Forecasting, Strategic Financial..., Insurance, Team Leadership, Account Reconciliation, Accounts Payable, Payroll, Human Resources, Finance, Financial Statements, Accounts Receivable, Corporate Tax, Forecasting, Employee Benefits, Benefits Administration, Budgets, Analysis, Cost Accounting, Health Insurance, Financial Audits, Strategic Planning
Education
University of Phoenix-Utah Campus
Bachelor of Science (B.S.), Accounting
Moreton & Company December 2012 - Present
CBIZ May 2008 - December 2012
Finco Brothers 1996 - 2008
Ralph L Wadsworth Construction Company 1995 - 1996
Skills
Sarbanes-Oxley Act, Managerial Finance, Forensic Accounting, Sarbanes-Oxley, Valuation, Corporate Finance, CPA, Financial Accounting, Internal Audit, Cash Flow Forecasting, Strategic Financial..., Insurance, Team Leadership, Account Reconciliation, Accounts Payable, Payroll, Human Resources, Finance, Financial Statements, Accounts Receivable, Corporate Tax, Forecasting, Employee Benefits, Benefits Administration, Budgets, Analysis, Cost Accounting, Health Insurance, Financial Audits, Strategic Planning
Education
University of Phoenix-Utah Campus
Bachelor of Science (B.S.), Accounting
Joe Duncan Joe Duncan's CBIZ Experience April 2003 - December 2005
Job VP, Group Benefits Operations at The Daniel & Henry Co.
Industry Insurance
Experience
The Daniel & Henry Co. December 2005 - Present
CBIZ April 2003 - December 2005
The Daniel & Henry Co. 1996 - 2003
BlueCross Blue Shield, St. Louis, MO 1994 - 1996
W. W. Grainger, Inc 1989 - 1992
United States Air Force 1983 - 1987
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Insurance, Medicare, Long-term Care, Legal Liability, Workers Compensation, Brokers, Life Insurance, Claim, Commercial Insurance, Fixed Annuities, Retirement Planning, Reinsurance, General Insurance, Benefits Administration, Underwriting, Managed Care, Professional Liability, Property & Casualty..., Term Life Insurance, Liability, Umbrella Insurance, Sales, Pharmacy Benefit..., Employee Wellness, Employment Practices..., Health Policy, Small Business, Network Development
Education
University of Missouri-Saint Louis 1989 — 1991
BS, Business - Marketing
The American College
REBC, RHU, - Employee Benefits
The Daniel & Henry Co. December 2005 - Present
CBIZ April 2003 - December 2005
The Daniel & Henry Co. 1996 - 2003
BlueCross Blue Shield, St. Louis, MO 1994 - 1996
W. W. Grainger, Inc 1989 - 1992
United States Air Force 1983 - 1987
Skills
Health Insurance, Employee Benefits, Health Savings Accounts, Disability Insurance, Insurance, Medicare, Long-term Care, Legal Liability, Workers Compensation, Brokers, Life Insurance, Claim, Commercial Insurance, Fixed Annuities, Retirement Planning, Reinsurance, General Insurance, Benefits Administration, Underwriting, Managed Care, Professional Liability, Property & Casualty..., Term Life Insurance, Liability, Umbrella Insurance, Sales, Pharmacy Benefit..., Employee Wellness, Employment Practices..., Health Policy, Small Business, Network Development
Education
University of Missouri-Saint Louis 1989 — 1991
BS, Business - Marketing
The American College
REBC, RHU, - Employee Benefits
Christine Hibdon, CPA Christine Hibdon, CPA's CBIZ Experience 1999 - 2004
Job Vice President at Hoover & Hibdon, PC
Industry Accounting
Experience
Hoover & HIbdon, PC 2004 - Present
CBIZ 1999 - 2004
Block & Co., Inc. 1996 - 1999
Education
University of Missouri-Kansas City 1996 — 1998
Bachelor of Science and Business Administration in Accounting
Hoover & HIbdon, PC 2004 - Present
CBIZ 1999 - 2004
Block & Co., Inc. 1996 - 1999
Education
University of Missouri-Kansas City 1996 — 1998
Bachelor of Science and Business Administration in Accounting
Keith Polen Keith Polen's CBIZ Experience April 2012 - Present
Job Lead Applications Developer at CBIZ
Industry Management Consulting
Experience
CBIZ April 2012 - Present
CBIZ April 2010 - March 2012
CBIZ April 2008 - March 2010
CBIZ April 2007 - March 2008
Quadax, Inc. January 2005 - April 2007
Skills
Microsoft SQL Server, Data Warehousing, T-SQL, OLAP, OnBase, SQL Tuning, SQL 2008/2005/2000, MDX, Business Intelligence, ASP.NET, SQL, Database Design, Leadership, Process Improvement, Databases, Integration
Education
University of Mount Union
Bachelor of Science, Information Systems
CBIZ April 2012 - Present
CBIZ April 2010 - March 2012
CBIZ April 2008 - March 2010
CBIZ April 2007 - March 2008
Quadax, Inc. January 2005 - April 2007
Skills
Microsoft SQL Server, Data Warehousing, T-SQL, OLAP, OnBase, SQL Tuning, SQL 2008/2005/2000, MDX, Business Intelligence, ASP.NET, SQL, Database Design, Leadership, Process Improvement, Databases, Integration
Education
University of Mount Union
Bachelor of Science, Information Systems
Steve Palucci Steve Palucci's CBIZ Experience October 2011 - Present
Job Experienced Payroll, HRA, Flex, COBRA Consultant
Industry Financial Services
Rachel Muse Rachel Muse's CBIZ Experience May 2011 - May 2013
Job Accounting Manager at Wendover Housing Partners
Industry Financial Services
Experience
Wendover Housing Partners August 2015 - Present
Brightwater Capital, LLC May 2013 - July 2015
CBIZ May 2011 - May 2013
Lindemann Bentzon Bojack Engineering May 2000 - May 2011
Skills
Accounts Receivable, Financial Reporting, Payroll, Accounts Payable, Accounting, Management, QuickBooks, Finance, Financial Analysis, General Ledger, Financial Accounting, Cash Flow, Microsoft Word, Invoicing, Outlook, Internal Controls, Customer Service, Account Reconciliation, Budgets, Administration, PowerPoint, Financial Planning, Microsoft Excel, Supervisory Skills, Excel, Word, Microsoft Office, Reconciliation, Budgeting, Management Consulting, Access, Problem Solving, Financial Management, Customer Relations, Account Management
Education
University of Phoenix 2006 — 2008
BS, Accounting, 3.96
Valencia Community College 1998 — 2001
AS, Business Management, 4.0
Wendover Housing Partners August 2015 - Present
Brightwater Capital, LLC May 2013 - July 2015
CBIZ May 2011 - May 2013
Lindemann Bentzon Bojack Engineering May 2000 - May 2011
Skills
Accounts Receivable, Financial Reporting, Payroll, Accounts Payable, Accounting, Management, QuickBooks, Finance, Financial Analysis, General Ledger, Financial Accounting, Cash Flow, Microsoft Word, Invoicing, Outlook, Internal Controls, Customer Service, Account Reconciliation, Budgets, Administration, PowerPoint, Financial Planning, Microsoft Excel, Supervisory Skills, Excel, Word, Microsoft Office, Reconciliation, Budgeting, Management Consulting, Access, Problem Solving, Financial Management, Customer Relations, Account Management
Education
University of Phoenix 2006 — 2008
BS, Accounting, 3.96
Valencia Community College 1998 — 2001
AS, Business Management, 4.0
Leslie Thomas Leslie Thomas's CBIZ Experience September 2007 - July 2010
Job National Recruiter Healthcare Services at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems May 2015 - Present
TEKsystems May 2014 - May 2015
TEKsystems April 2013 - May 2014
TEKsystems April 2011 - April 2013
CBIZ September 2007 - July 2010
Skills
Program Management, Information Technology, Recruiting, SDLC, Technical Recruiting, Staff Augmentation, Marketing, Screening Resumes, Talent Acquisition, Temporary Placement, Project Management, CRM, Healthcare, Applicant Tracking..., Business Intelligence, Leadership, Customer Service, HIPAA, Account Management, Cold Calling, Press Releases, Process Improvement, Sourcing, Internet Recruiting, Networking, Consulting, Market Research, Contract Recruitment, Staffing Services, Salesforce.com, Management, Benefits Negotiation, Screening, Vendor Management, Team Leadership, Business Analysis, Healthcare Information..., Software Documentation, SharePoint, Business Development, Sales, Human Resources, Talent Management, College Recruiting
Education
University of Missouri-Kansas City 2009 — 2010
Masters, Business Administration and Management, General
University of Missouri-Columbia 2003 — 2007
BSBA, Marketing
TEKsystems May 2015 - Present
TEKsystems May 2014 - May 2015
TEKsystems April 2013 - May 2014
TEKsystems April 2011 - April 2013
CBIZ September 2007 - July 2010
Skills
Program Management, Information Technology, Recruiting, SDLC, Technical Recruiting, Staff Augmentation, Marketing, Screening Resumes, Talent Acquisition, Temporary Placement, Project Management, CRM, Healthcare, Applicant Tracking..., Business Intelligence, Leadership, Customer Service, HIPAA, Account Management, Cold Calling, Press Releases, Process Improvement, Sourcing, Internet Recruiting, Networking, Consulting, Market Research, Contract Recruitment, Staffing Services, Salesforce.com, Management, Benefits Negotiation, Screening, Vendor Management, Team Leadership, Business Analysis, Healthcare Information..., Software Documentation, SharePoint, Business Development, Sales, Human Resources, Talent Management, College Recruiting
Education
University of Missouri-Kansas City 2009 — 2010
Masters, Business Administration and Management, General
University of Missouri-Columbia 2003 — 2007
BSBA, Marketing
Anesa Michalek Anesa Michalek's CBIZ Experience June 1999 - June 2001
Job Property Tax Consultant at Van Marlek & Associates, Inc.
Industry Management Consulting
Experience
Van Marlek & Associates, Inc. November 2001 - Present
CBIZ June 1999 - June 2001
Skills
Property Tax, Personal Property, Real Estate Tax Appeals, Appraisals, Tax Assessment, Real Estate, Real Property, Tax Research, Valuation, Tax, Commercial Real Estate, State Tax, Tax Accounting, Budgets
Education
University of Puget Sound 1995 — 1999
Bachelor of Arts (BA), Spanish and Foreign Affairs
Kentwood High School 1992 — 1995
Van Marlek & Associates, Inc. November 2001 - Present
CBIZ June 1999 - June 2001
Skills
Property Tax, Personal Property, Real Estate Tax Appeals, Appraisals, Tax Assessment, Real Estate, Real Property, Tax Research, Valuation, Tax, Commercial Real Estate, State Tax, Tax Accounting, Budgets
Education
University of Puget Sound 1995 — 1999
Bachelor of Arts (BA), Spanish and Foreign Affairs
Kentwood High School 1992 — 1995
Ashley Moyer's CBIZ Experience September 2011 - May 2013
Job District Sales Manager at ADP
Industry Information Technology and Services
Experience
ADP July 2014 - Present
ADP December 2013 - June 2014
UniFirst Corporation May 2013 - November 2013
CBIZ September 2011 - May 2013
ADP July 2010 - September 2011
ADP November 2005 - September 2011
UniFirst Corporation June 2004 - November 2005
Aflac October 2003 - May 2004
Skills
Salesforce.com, Networking, Business Development, HRIS, Payroll, Flexible Spending..., COBRA, Cold Calling, Human Resources, SaaS, Sales, Benefits Administration, Strategy, Direct Sales, Account Management, New Business Development, Customer Retention, Sales Management, Employee Benefits, Leadership, Team Leadership, Personnel Management, Sales Presentations, Selling, Recruiting, Sales Process, ADP Payroll, B2B, Sales Operations, Solution Selling, Business Intelligence, Program Management, Lead Generation, CRM, Selling Skills, Team Building
Education
University of Missouri-Columbia 1999 — 2003
Bachelors, Business Management
University of Missouri-Columbia Business School Consortium-Paderno del Grapa, Italy 2001 — 2001
Bachelor of Science (B.S.), Business Management
ADP July 2014 - Present
ADP December 2013 - June 2014
UniFirst Corporation May 2013 - November 2013
CBIZ September 2011 - May 2013
ADP July 2010 - September 2011
ADP November 2005 - September 2011
UniFirst Corporation June 2004 - November 2005
Aflac October 2003 - May 2004
Skills
Salesforce.com, Networking, Business Development, HRIS, Payroll, Flexible Spending..., COBRA, Cold Calling, Human Resources, SaaS, Sales, Benefits Administration, Strategy, Direct Sales, Account Management, New Business Development, Customer Retention, Sales Management, Employee Benefits, Leadership, Team Leadership, Personnel Management, Sales Presentations, Selling, Recruiting, Sales Process, ADP Payroll, B2B, Sales Operations, Solution Selling, Business Intelligence, Program Management, Lead Generation, CRM, Selling Skills, Team Building
Education
University of Missouri-Columbia 1999 — 2003
Bachelors, Business Management
University of Missouri-Columbia Business School Consortium-Paderno del Grapa, Italy 2001 — 2001
Bachelor of Science (B.S.), Business Management
Todd Hanson Todd Hanson's CBIZ Experience 2010 - Present
Job Senior Account Executive at CBIZ
Industry Human Resources
Experience
CBIZ 2010 - Present
Buck Consultants 2007 - 2010
Mercer (Marsh) Health & Benefits 2005 - 2007
Marsh 2002 - 2005
MetLife 2001 - 2002
Northwestern National Life 1983 - 2001
ING Reliastar 1983 - 2001
Skills
Employee Benefits, Health Insurance, Leadership, Benefits Administration, Sales, HR Consulting, Management, Insurance, Human Resources, Performance Management, Recruiting, Strategic Planning, Training, Account Management, Strategy
Education
Minneapolis Southwest High School
University of Minnesota-Twin Cities
BS, Business
CBIZ 2010 - Present
Buck Consultants 2007 - 2010
Mercer (Marsh) Health & Benefits 2005 - 2007
Marsh 2002 - 2005
MetLife 2001 - 2002
Northwestern National Life 1983 - 2001
ING Reliastar 1983 - 2001
Skills
Employee Benefits, Health Insurance, Leadership, Benefits Administration, Sales, HR Consulting, Management, Insurance, Human Resources, Performance Management, Recruiting, Strategic Planning, Training, Account Management, Strategy
Education
Minneapolis Southwest High School
University of Minnesota-Twin Cities
BS, Business
Jennifer McKee Jennifer McKee's CBIZ Experience October 1992 - Present
Job Senior Account Executive at CBIZ
Industry Insurance
Experience
CBIZ October 1992 - Present
Skills
Employee Benefits, Health Insurance, Term Life Insurance, Disability Insurance, Claim, Benefits Administration, Life Insurance, Underwriting, Medicare, Insurance, Brokers, Workers Compensation, Health Savings Accounts, 401k, Long-term Care, Health Care Reform
Education
University of Missouri-Kansas City 1989 — 1992
BA with Honors in Elementary Education
CBIZ October 1992 - Present
Skills
Employee Benefits, Health Insurance, Term Life Insurance, Disability Insurance, Claim, Benefits Administration, Life Insurance, Underwriting, Medicare, Insurance, Brokers, Workers Compensation, Health Savings Accounts, 401k, Long-term Care, Health Care Reform
Education
University of Missouri-Kansas City 1989 — 1992
BA with Honors in Elementary Education
Bernie Schroer Bernie Schroer's CBIZ Experience October 2010 - Present
Job Director Human Resources at CBIZ
Industry Human Resources
Experience
CBIZ October 2010 - Present
Lockton Companies December 2007 - January 2011
Merck 1989 - 2007
Hoechst Marion Roussel 1989 - 1999
Marion Merrell Dow 1989 - 1999
Federal Reserve Bank of Kansas City 1985 - 1990
Skills
Employee Relations, Organizational..., Human Resources, Personnel Management, Leadership, Training, Executive Coaching, Employee Benefits, HRIS, Talent Management, HR Consulting, Management, Employment Law, Deferred Compensation, Strategy, Conflict Resolution, Benefits Administration, Succession Planning, Employee Engagement, Workforce Planning, Onboarding, Talent Acquisition, FMLA, Performance Management, Organizational...
Education
University of Missouri-Columbia 1981 — 1985
CBIZ October 2010 - Present
Lockton Companies December 2007 - January 2011
Merck 1989 - 2007
Hoechst Marion Roussel 1989 - 1999
Marion Merrell Dow 1989 - 1999
Federal Reserve Bank of Kansas City 1985 - 1990
Skills
Employee Relations, Organizational..., Human Resources, Personnel Management, Leadership, Training, Executive Coaching, Employee Benefits, HRIS, Talent Management, HR Consulting, Management, Employment Law, Deferred Compensation, Strategy, Conflict Resolution, Benefits Administration, Succession Planning, Employee Engagement, Workforce Planning, Onboarding, Talent Acquisition, FMLA, Performance Management, Organizational...
Education
University of Missouri-Columbia 1981 — 1985
Amber Duncan Amber Duncan's CBIZ Experience April 2004 - January 2007
Job
Industry Management Consulting
Experience
CBIZ Human Capital Services January 2007 - Present
CBIZ April 2004 - January 2007
CBIZ June 2002 - April 2004
Deloitte Consulting May 2001 - August 2001
Skills
Internal Audit, Executive Pay, Insurance Policies, Business Process..., Succession Planning, Deferred Compensation, Personnel Management, FLSA, Litigation Support, Human Resources, Sales Compensation, Performance Management, Incentive Programs, Compensation Structures, Consulting, Compensation, Policy, Employee Benefits, Leadership, Employee Relations, Management, Benefits Administration, Strategic Planning
Education
University of Missouri-Columbia, College of Business 2000 — 2002
MBA
Western Illinois University 1997 — 2000
BA, Communication
CBIZ Human Capital Services January 2007 - Present
CBIZ April 2004 - January 2007
CBIZ June 2002 - April 2004
Deloitte Consulting May 2001 - August 2001
Skills
Internal Audit, Executive Pay, Insurance Policies, Business Process..., Succession Planning, Deferred Compensation, Personnel Management, FLSA, Litigation Support, Human Resources, Sales Compensation, Performance Management, Incentive Programs, Compensation Structures, Consulting, Compensation, Policy, Employee Benefits, Leadership, Employee Relations, Management, Benefits Administration, Strategic Planning
Education
University of Missouri-Columbia, College of Business 2000 — 2002
MBA
Western Illinois University 1997 — 2000
BA, Communication
Craig Jurecka, CPA Craig Jurecka, CPA's CBIZ Experience April 2004 - Present
Job Audit Shareholder & Transaction Advisory Services Expert
Industry Accounting
Experience
CBIZ MHM, LLC May 2004 - Present
Mayer Hoffman McCann P.C. April 2004 - Present
CBIZ April 2004 - Present
Arthur Andersen 1997 - 2002
Coopers & Lybrand 1994 - 1997
Skills
Due Diligence, Venture Capital, SEC reporting, Audit, IPO, Public Companies, Private Equity, Mergers, Accounting, Auditing, Revenue Recognition, Transaction Advisory, Financial Reporting, GAAP, Financial Accounting, Mergers & Acquisitions, Transaction Processing, Internal Controls, SEC filings, Financial Analysis, CPA, Assurance, US GAAP, Restructuring, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Forensic Accounting, Business Valuation, Valuation, Strategy, SEC Filings
Education
University of Southern California 1993 — 1995
BS, Accounting
CBIZ MHM, LLC May 2004 - Present
Mayer Hoffman McCann P.C. April 2004 - Present
CBIZ April 2004 - Present
Arthur Andersen 1997 - 2002
Coopers & Lybrand 1994 - 1997
Skills
Due Diligence, Venture Capital, SEC reporting, Audit, IPO, Public Companies, Private Equity, Mergers, Accounting, Auditing, Revenue Recognition, Transaction Advisory, Financial Reporting, GAAP, Financial Accounting, Mergers & Acquisitions, Transaction Processing, Internal Controls, SEC filings, Financial Analysis, CPA, Assurance, US GAAP, Restructuring, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Forensic Accounting, Business Valuation, Valuation, Strategy, SEC Filings
Education
University of Southern California 1993 — 1995
BS, Accounting
Matthew Kaiser, SPHR, CEBS's CBIZ Experience March 2007 - November 2007
Job Vice President; Managing Director of Lockton Benefit Group
Industry Management Consulting
Experience
Lockton Companies August 2014 - Present
Lockton Companies February 2008 - Present
CBIZ March 2007 - November 2007
Ceridian August 2003 - March 2007
Ceridian May 2000 - August 2003
Kinko's January 1995 - May 2000
Kinko's August 1995 - October 1997
Skills
HRIS, Compensation, Payroll, Software Development, Competitive Intelligence, Human Capital Management, Benefits, Performance Management, Benefits Administration, Employee Relations, Succession Planning, Employee Benefits, Outsourcing, Leadership Development, Organizational..., Strategic Planning, Management Consulting, Deferred Compensation, Product Management, Management, Talent Management, Personnel Management, Human Resources, Leadership, Process Improvement, Training, Cross-functional Team..., Consulting, Recruiting, CRM, Solution Selling, Sales Operations, Business Strategy, Sales, Vendor Management, Marketing, Strategy, Customer Satisfaction, P&L Management, Marketing Strategy, Change Management, Insurance, Team Building, Account Management, Executive Management, Employee Engagement, Business Process..., Mergers & Acquisitions, Workers Compensation
Education
University of Missouri-Columbia 2012 — 2012
Bachelor of Journalism, Journalism
University of Missouri-Kansas City 2000 — 2003
MBA, Finance, Entreprenuership
University of Missouri-Columbia 1990 — 1996
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Lockton Companies August 2014 - Present
Lockton Companies February 2008 - Present
CBIZ March 2007 - November 2007
Ceridian August 2003 - March 2007
Ceridian May 2000 - August 2003
Kinko's January 1995 - May 2000
Kinko's August 1995 - October 1997
Skills
HRIS, Compensation, Payroll, Software Development, Competitive Intelligence, Human Capital Management, Benefits, Performance Management, Benefits Administration, Employee Relations, Succession Planning, Employee Benefits, Outsourcing, Leadership Development, Organizational..., Strategic Planning, Management Consulting, Deferred Compensation, Product Management, Management, Talent Management, Personnel Management, Human Resources, Leadership, Process Improvement, Training, Cross-functional Team..., Consulting, Recruiting, CRM, Solution Selling, Sales Operations, Business Strategy, Sales, Vendor Management, Marketing, Strategy, Customer Satisfaction, P&L Management, Marketing Strategy, Change Management, Insurance, Team Building, Account Management, Executive Management, Employee Engagement, Business Process..., Mergers & Acquisitions, Workers Compensation
Education
University of Missouri-Columbia 2012 — 2012
Bachelor of Journalism, Journalism
University of Missouri-Kansas City 2000 — 2003
MBA, Finance, Entreprenuership
University of Missouri-Columbia 1990 — 1996
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Leslie West Leslie West's CBIZ Experience January 2006 - July 2007
Job Director Client Services at The Keystone Financial Alliance
Industry Financial Services
Experience
The Keystone Financial Alliance July 2015 - Present
Advocacy Wealth Management, LLC April 2012 - July 2015
Principal Financial Group 2008 - 2012
Renaissance Bank Advisors, LLC (National Financial Partners) 2007 - 2008
CBIZ January 2006 - July 2007
CBIZ Benmark, Inc. 1998 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Sales, Medicare, Customer Service, Disability Insurance, Account Management, Managed Care, Strategy, Leadership, People Skills, Management, Business Development, Healthcare, Life Insurance, Underwriting
Education
University of Phoenix 2003 — 2005
Business Management
University of North Carolina at Greensboro 1980 — 1982
Business
High Point Central High School
The Keystone Financial Alliance July 2015 - Present
Advocacy Wealth Management, LLC April 2012 - July 2015
Principal Financial Group 2008 - 2012
Renaissance Bank Advisors, LLC (National Financial Partners) 2007 - 2008
CBIZ January 2006 - July 2007
CBIZ Benmark, Inc. 1998 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Sales, Medicare, Customer Service, Disability Insurance, Account Management, Managed Care, Strategy, Leadership, People Skills, Management, Business Development, Healthcare, Life Insurance, Underwriting
Education
University of Phoenix 2003 — 2005
Business Management
University of North Carolina at Greensboro 1980 — 1982
Business
High Point Central High School
Martin Doerr Martin Doerr's CBIZ Experience 2006 - May 2009
Job Member in Charge Tax at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace, LLC May 2009 - Present
CBIZ 2006 - May 2009
May Department Stores 1992 - 2006
Arthur Andersen, LLP 1976 - 1992
Skills
Tax, Income Tax, Accounting, CPA, Tax Law, Mergers & Acquisitions, Corporate Tax, Mergers, Auditing, Estate Planning, Due Diligence, Leadership, Financial Reporting
Education
University of Missouri-Columbia
Brown Smith Wallace, LLC May 2009 - Present
CBIZ 2006 - May 2009
May Department Stores 1992 - 2006
Arthur Andersen, LLP 1976 - 1992
Skills
Tax, Income Tax, Accounting, CPA, Tax Law, Mergers & Acquisitions, Corporate Tax, Mergers, Auditing, Estate Planning, Due Diligence, Leadership, Financial Reporting
Education
University of Missouri-Columbia
Mike Lichtenberger, CPA Mike Lichtenberger, CPA's CBIZ Experience ShareholderMayer Hoffman McCann2005 - Present
Job Experienced Audit and Accounting Professional
Industry Accounting
Experience
CBIZ ShareholderMayer Hoffman McCann2005 - Present
Mayer Hoffman McCann P.C. 2001 - Present
CBIZ/MHM 1991 - Present
Skills
US GAAP, Construction Accounting, Budgets, Non-profits, Management, SEC filings, Corporate Tax, Assurance, Income Tax, General Ledger, Auditing, Mergers & Acquisitions, Financial Accounting, Revenue Recognition, Tax Preparation, Financial Analysis, Managerial Finance, Financial Reporting, CPA, Management Consulting, Internal Controls, GAAP, Tax Research, Tax Accounting, Tax, Accounting, Cash Management, Sarbanes-Oxley Act, Forensic Accounting, Employee Benefits, Due Diligence, Business Valuation, Financial Audits, Financial Statements, Partnership Taxation, Tax Returns, External Audit, QuickBooks, Internal Audit, Certified Fraud Examiner, Tax Advisory, Consolidation
Education
University of Northern Iowa 1985 — 1990
BA, Accounting
CBIZ ShareholderMayer Hoffman McCann2005 - Present
Mayer Hoffman McCann P.C. 2001 - Present
CBIZ/MHM 1991 - Present
Skills
US GAAP, Construction Accounting, Budgets, Non-profits, Management, SEC filings, Corporate Tax, Assurance, Income Tax, General Ledger, Auditing, Mergers & Acquisitions, Financial Accounting, Revenue Recognition, Tax Preparation, Financial Analysis, Managerial Finance, Financial Reporting, CPA, Management Consulting, Internal Controls, GAAP, Tax Research, Tax Accounting, Tax, Accounting, Cash Management, Sarbanes-Oxley Act, Forensic Accounting, Employee Benefits, Due Diligence, Business Valuation, Financial Audits, Financial Statements, Partnership Taxation, Tax Returns, External Audit, QuickBooks, Internal Audit, Certified Fraud Examiner, Tax Advisory, Consolidation
Education
University of Northern Iowa 1985 — 1990
BA, Accounting
Keith Weldon Keith Weldon's CBIZ Experience April 2015 - Present
Job Manager, Compensation Consulting at CBIZ
Industry Management Consulting
Experience
CBIZ April 2015 - Present
Equifax July 2012 - April 2015
Maritz January 2006 - February 2012
Compensation and Benefits Network 2006 - 2008
Maritz 2005 - 2006
Towers Watson June 1997 - December 2004
Maritz 1996 - 1997
PwC August 1988 - June 1991
KPMG US 1983 - 1985
Skills
Sales Compensation, Executive Compensation, Incentives, Base Compensation, Performance Management, Performance Improvement, Cash Management, Human Capital Strategy, Total Rewards, Sales Support, Employee Recognition, Employee Benefits, HR Transformation, HR Strategy, Human Capital, Executive Pay, Compensation & Benefit, Human Resources, Deferred Compensation, Personnel Management, PeopleSoft, Incentive Programs, Sales Operations, Management, Leadership, HR Consulting, Strategy, Employee Engagement
Education
University of Missouri-Saint Louis 1979 — 1982
Master of Business Administration (M.B.A.), Business, 3.5 GPA
University of Missouri-Saint Louis 1974 — 1978
Bachelor's Degree, Political Science, 3.7 GPA
CBIZ April 2015 - Present
Equifax July 2012 - April 2015
Maritz January 2006 - February 2012
Compensation and Benefits Network 2006 - 2008
Maritz 2005 - 2006
Towers Watson June 1997 - December 2004
Maritz 1996 - 1997
PwC August 1988 - June 1991
KPMG US 1983 - 1985
Skills
Sales Compensation, Executive Compensation, Incentives, Base Compensation, Performance Management, Performance Improvement, Cash Management, Human Capital Strategy, Total Rewards, Sales Support, Employee Recognition, Employee Benefits, HR Transformation, HR Strategy, Human Capital, Executive Pay, Compensation & Benefit, Human Resources, Deferred Compensation, Personnel Management, PeopleSoft, Incentive Programs, Sales Operations, Management, Leadership, HR Consulting, Strategy, Employee Engagement
Education
University of Missouri-Saint Louis 1979 — 1982
Master of Business Administration (M.B.A.), Business, 3.5 GPA
University of Missouri-Saint Louis 1974 — 1978
Bachelor's Degree, Political Science, 3.7 GPA
Daniel Forman's CBIZ Experience June 2015 - August 2015
Job Crosby MBA Candidate
Industry Investment Management
Experience
University of Missouri August 2015 - Present
Allen Angel Capital Education Fund January 2014 - Present
CBIZ June 2015 - August 2015
University of Missouri June 2014 - May 2015
University of Missouri January 2013 - May 2014
University of Missouri August 2012 - May 2014
Skills
Leadership, Research, Microsoft Word, Teamwork, Customer Service, Strategic Planning, Data Analysis, Communication
Education
University of Missouri-Columbia, College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.9
University of Missouri-Columbia 2010 — 2014
Bachelor's Degree, Economics, 3.9
University of Missouri August 2015 - Present
Allen Angel Capital Education Fund January 2014 - Present
CBIZ June 2015 - August 2015
University of Missouri June 2014 - May 2015
University of Missouri January 2013 - May 2014
University of Missouri August 2012 - May 2014
Skills
Leadership, Research, Microsoft Word, Teamwork, Customer Service, Strategic Planning, Data Analysis, Communication
Education
University of Missouri-Columbia, College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.9
University of Missouri-Columbia 2010 — 2014
Bachelor's Degree, Economics, 3.9
Charles Lunden Charles Lunden's CBIZ Experience 1995 - 2000
Job Partner at Bederson LLP
Industry Accounting
Experience
Bederson LLP February 2004 - Present
CBIZ 1995 - 2000
Ernst & Young (formerly Ernst & Whinney) 1980 - 1985
Skills
Tax Preparation, PowerPoint, Strategic Planning, Strategic Financial..., Risk Management, Mergers, Banking, Mergers & Acquisitions, Business Valuation, Finance, Financial Accounting, Tax, Financial Planning, CPA, Internal Controls, Due Diligence, GAAP, Auditing, Forensic Accounting, Corporate Tax, Financial Analysis, Financial Reporting, Income Tax, Accounting, Budgets
Education
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science (BS), Accounting and Finance
Bederson LLP February 2004 - Present
CBIZ 1995 - 2000
Ernst & Young (formerly Ernst & Whinney) 1980 - 1985
Skills
Tax Preparation, PowerPoint, Strategic Planning, Strategic Financial..., Risk Management, Mergers, Banking, Mergers & Acquisitions, Business Valuation, Finance, Financial Accounting, Tax, Financial Planning, CPA, Internal Controls, Due Diligence, GAAP, Auditing, Forensic Accounting, Corporate Tax, Financial Analysis, Financial Reporting, Income Tax, Accounting, Budgets
Education
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science (BS), Accounting and Finance
James Totten James Totten's CBIZ Experience April 2011 - Present
Job Lead Application Developer Specializing in Microsoft SQL Server, .Net and now Implementing Oracle Fusion HCM
Industry Financial Services
Experience
CBIZ April 2011 - Present
CBIZ April 2008 - April 2011
CBIZ April 2006 - April 2008
CBIZ April 2004 - April 2006
Skills
Microsoft SQL Server, SSRS, SQL, .NET, Database Design, DotNetNuke, Business Intelligence, Databases, Data Warehousing, ASP.NET
Education
Mount Union College 1998 — 2002
Bachelor's degree, Information Systems
CBIZ April 2011 - Present
CBIZ April 2008 - April 2011
CBIZ April 2006 - April 2008
CBIZ April 2004 - April 2006
Skills
Microsoft SQL Server, SSRS, SQL, .NET, Database Design, DotNetNuke, Business Intelligence, Databases, Data Warehousing, ASP.NET
Education
Mount Union College 1998 — 2002
Bachelor's degree, Information Systems
Chris Van Buren's CBIZ Experience 1993 - 2000
Job Partner, Embrook Benefits Consulting, group health insurance specialist
Industry Insurance
Experience
Embrook Benefits Consulting 2009 - Present
Philadelphia SHRM June 2011 - January 2014
ePharmaSolutions October 2008 - October 2009
ClinPhone 2004 - 2007
Microsoft Corporation 2001 - 2004
CBIZ 1993 - 2000
Skills
Benefits, Insurance, Healthcare, Employee Benefits, Business Development, Business Strategy, Disability Insurance, Entrepreneurship, Finance, Management, Human Resources, Group Insurance, Payroll, Sales, New Business Development, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Strategy, Managed Care, Pharmaceutical Industry, Coaching
Education
University of Richmond 1988 — 1992
BA, Economics
Abington High School 1984 — 1988
Embrook Benefits Consulting 2009 - Present
Philadelphia SHRM June 2011 - January 2014
ePharmaSolutions October 2008 - October 2009
ClinPhone 2004 - 2007
Microsoft Corporation 2001 - 2004
CBIZ 1993 - 2000
Skills
Benefits, Insurance, Healthcare, Employee Benefits, Business Development, Business Strategy, Disability Insurance, Entrepreneurship, Finance, Management, Human Resources, Group Insurance, Payroll, Sales, New Business Development, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Strategy, Managed Care, Pharmaceutical Industry, Coaching
Education
University of Richmond 1988 — 1992
BA, Economics
Abington High School 1984 — 1988
Caitlin O'Byrne Caitlin O'Byrne's CBIZ Experience February 2015 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ February 2015 - Present
Meers Advertising June 2014 - February 2015
4A's of Kansas City November 2013 - January 2015
Meers January 2013 - June 2014
Edelman July 2011 - January 2013
MOJO AD August 2010 - May 2011
Mizzou Student Success Center August 2008 - May 2011
VML May 2010 - August 2010
Senator Bond's Office in D.C. May 2009 - June 2009
Theater League May 2008 - August 2008
Skills
Radian6, Adobe Creative Suite, InDesign, Photoshop, Ap Style, HootSuite, Keynote, Microsoft Excel, Cision, Time Management, Taking Initiative, Strategic Planning, Seeing the Bigger..., Maintaining A Positive..., Working With Others, Social Media, Creative Briefs, New Business Development, Issues Managment, Reputation Management
Education
University of Missouri-Columbia 2007 — 2011
Bachelor, Journalism - Strategic Communication
Santa Reparata International School 2010 — 2011
Italian Language & Culture
Bishop Miege High School
CBIZ February 2015 - Present
Meers Advertising June 2014 - February 2015
4A's of Kansas City November 2013 - January 2015
Meers January 2013 - June 2014
Edelman July 2011 - January 2013
MOJO AD August 2010 - May 2011
Mizzou Student Success Center August 2008 - May 2011
VML May 2010 - August 2010
Senator Bond's Office in D.C. May 2009 - June 2009
Theater League May 2008 - August 2008
Skills
Radian6, Adobe Creative Suite, InDesign, Photoshop, Ap Style, HootSuite, Keynote, Microsoft Excel, Cision, Time Management, Taking Initiative, Strategic Planning, Seeing the Bigger..., Maintaining A Positive..., Working With Others, Social Media, Creative Briefs, New Business Development, Issues Managment, Reputation Management
Education
University of Missouri-Columbia 2007 — 2011
Bachelor, Journalism - Strategic Communication
Santa Reparata International School 2010 — 2011
Italian Language & Culture
Bishop Miege High School
Ryan Blackwell's CBIZ Experience January 2013 - Present
Job Compensation Consultant, CBIZ Human Capital Services
Industry Management Consulting
Experience
CBIZ January 2013 - Present
University of Missouri September 2011 - December 2012
Family First Company June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Report Writing, Finance, Statistics, Data Analysis, Higher Education, Critical Thinking, Access, Research, PowerPoint, Time Management, Analysis
Education
University of Missouri-Columbia, College of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
CBIZ January 2013 - Present
University of Missouri September 2011 - December 2012
Family First Company June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Report Writing, Finance, Statistics, Data Analysis, Higher Education, Critical Thinking, Access, Research, PowerPoint, Time Management, Analysis
Education
University of Missouri-Columbia, College of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Clayton Borgmeyer's CBIZ Experience June 2013 - August 2013
Job Senior Analyst Corporate Strategy, Risk, and LongTerm Planning at SunEdison
Industry Renewables & Environment
Experience
SunEdison August 2015 - Present
SunEdison February 2015 - August 2015
SunEdison February 2015 - August 2015
SunEdison August 2014 - February 2015
SunEdison February 2014 - August 2014
SunEdison August 2013 - February 2014
CBIZ June 2013 - August 2013
Saint Louis Country Club June 2005 - August 2012
Efashiongalore.com & Corporate-pros.com November 2011 - January 2012
REI Liaison May 2011 - August 2011
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Economics and Statistics, 3.8
DeSmet Jesuit High School 2005 — 2009
4.2
SunEdison August 2015 - Present
SunEdison February 2015 - August 2015
SunEdison February 2015 - August 2015
SunEdison August 2014 - February 2015
SunEdison February 2014 - August 2014
SunEdison August 2013 - February 2014
CBIZ June 2013 - August 2013
Saint Louis Country Club June 2005 - August 2012
Efashiongalore.com & Corporate-pros.com November 2011 - January 2012
REI Liaison May 2011 - August 2011
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (B.S.), Economics and Statistics, 3.8
DeSmet Jesuit High School 2005 — 2009
4.2
Connor Callahan's CBIZ Experience June 2009 - August 2009
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2014 - Present
UBS Wealth Management July 2012 - February 2014
Euronet Worldwide/Ria Envia Financial Services May 2011 - August 2011
CBIZ June 2009 - August 2009
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Finance, General
UBS Wealth Management February 2014 - Present
UBS Wealth Management July 2012 - February 2014
Euronet Worldwide/Ria Envia Financial Services May 2011 - August 2011
CBIZ June 2009 - August 2009
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Finance, General
Erin Green's CBIZ Experience August 2011 - April 2013
Job National Sales Director at Sodexo
Industry Outsourcing/Offshoring
Experience
Sodexo March 2015 - Present
Paylocity May 2013 - March 2014
CBIZ August 2011 - April 2013
ADP March 2008 - August 2011
Fieldstone Mortgage Company November 2004 - October 2007
Mid America Mortgage January 2001 - November 2004
Skills
Salesforce.com, Sales Process, Cold Calling, Account Management, Customer Service, Direct Sales, Employee Benefits, Lead Generation, Management, Payroll, Sales, Sales Presentations, Selling, Solution Selling, Customer Retention
Education
University of Nebraska-Lincoln 1993 — 1998
Papillion LaVista High School 1990 — 1993
Yes, General
Sodexo March 2015 - Present
Paylocity May 2013 - March 2014
CBIZ August 2011 - April 2013
ADP March 2008 - August 2011
Fieldstone Mortgage Company November 2004 - October 2007
Mid America Mortgage January 2001 - November 2004
Skills
Salesforce.com, Sales Process, Cold Calling, Account Management, Customer Service, Direct Sales, Employee Benefits, Lead Generation, Management, Payroll, Sales, Sales Presentations, Selling, Solution Selling, Customer Retention
Education
University of Nebraska-Lincoln 1993 — 1998
Papillion LaVista High School 1990 — 1993
Yes, General
Paul Wallenfelt Paul Wallenfelt's CBIZ Experience October 1999 - August 2008
Job CPA at Barton, Walter & Krier, PC
Industry Accounting
Experience
Barton Walter & Krier, LLC Certified Public Accountants August 2008 - Present
CBIZ October 1999 - August 2008
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Tax Preparation, Tax, QuickBooks, Corporate Tax, Financial Accounting, CPA, Tax Returns
Education
University of Minnesota - Carlson School of Management 1973 — 1976
BS, Accounting
Barton Walter & Krier, LLC Certified Public Accountants August 2008 - Present
CBIZ October 1999 - August 2008
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Tax Preparation, Tax, QuickBooks, Corporate Tax, Financial Accounting, CPA, Tax Returns
Education
University of Minnesota - Carlson School of Management 1973 — 1976
BS, Accounting
Katherine Schoneman Katherine Schoneman's CBIZ Experience January 2005 - March 2008
Job Senior Internal Auditor Intuit
Industry Computer Software
Experience
Schoneman & Company June 2010 - Present
Intuit March 2008 - December 2010
CBIZ January 2005 - March 2008
Mayer Hoffman McCann P.C. 2005 - 2008
Education
University of Minnesota - Carlson School of Management 2000 — 2004
BS, Accounting
University of Minnesota-Twin Cities 2000 — 2004
Accounting
Schoneman & Company June 2010 - Present
Intuit March 2008 - December 2010
CBIZ January 2005 - March 2008
Mayer Hoffman McCann P.C. 2005 - 2008
Education
University of Minnesota - Carlson School of Management 2000 — 2004
BS, Accounting
University of Minnesota-Twin Cities 2000 — 2004
Accounting
Angie Schmidt's CBIZ Experience May 2015 - Present
Job Health and Wellness Consultant
Industry Health, Wellness and Fitness
Experience
CBIZ May 2015 - Present
Life Time Fitness November 2013 - Present
Life Time Fitness April 2013 - Present
StayWell Health Management December 2012 - May 2015
Healthways November 2010 - December 2012
Sajan November 2009 - November 2010
StayWell Health Management June 2006 - November 2009
Sovran, Inc. 2001 - 2004
GE Capital Fleet Services 1992 - 1999
Skills
Account Management, Salesforce.com, Strategic Planning, Sales Process, Marketing, Sales, Project Management, SaaS, Vendor Management, Program Management, B2B, Process Improvement, Healthcare, New Business Development, Solution Selling, Team Building, Cross-functional Team..., S, Schwinn Cycling..., CRM, Leadership, Customer Service, Lead Generation, Coaching, Direct Sales, Marketing Strategy, Training, Sales Management, Management, Strategy, Selling, Strategic Partnerships, Sales Operations, Cold Calling, Business Development, Team Leadership, Contract Negotiation, Marketing Communications, Social Networking, Social Media Marketing, Product Marketing, Start-ups, Online Marketing, Recruiting, Entrepreneurship, Public Speaking, Event Planning, Fitness, Wellness Coaching, Employee Wellness
Education
University of Minnesota-Twin Cities 1988 — 1992
CLA, Communications
Harding
Schwinn Cycling
Certified Cycling Instructor
CBIZ May 2015 - Present
Life Time Fitness November 2013 - Present
Life Time Fitness April 2013 - Present
StayWell Health Management December 2012 - May 2015
Healthways November 2010 - December 2012
Sajan November 2009 - November 2010
StayWell Health Management June 2006 - November 2009
Sovran, Inc. 2001 - 2004
GE Capital Fleet Services 1992 - 1999
Skills
Account Management, Salesforce.com, Strategic Planning, Sales Process, Marketing, Sales, Project Management, SaaS, Vendor Management, Program Management, B2B, Process Improvement, Healthcare, New Business Development, Solution Selling, Team Building, Cross-functional Team..., S, Schwinn Cycling..., CRM, Leadership, Customer Service, Lead Generation, Coaching, Direct Sales, Marketing Strategy, Training, Sales Management, Management, Strategy, Selling, Strategic Partnerships, Sales Operations, Cold Calling, Business Development, Team Leadership, Contract Negotiation, Marketing Communications, Social Networking, Social Media Marketing, Product Marketing, Start-ups, Online Marketing, Recruiting, Entrepreneurship, Public Speaking, Event Planning, Fitness, Wellness Coaching, Employee Wellness
Education
University of Minnesota-Twin Cities 1988 — 1992
CLA, Communications
Harding
Schwinn Cycling
Certified Cycling Instructor
Cathy Windfield-Jones. CCEP, HIA, ASM Cathy Windfield-Jones. CCEP, HIA, ASM's CBIZ Experience March 2003 - July 2003
Job Group Compliance Manager/Medicare Part D Compliance Officer at NRECA
Industry Nonprofit Organization Management
Experience
NRECA September 2012 - Present
NRECA April 2008 - September 2012
Centers for Medicare & Medicaid Services July 2004 - April 2008
Vestacare July 2003 - July 2004
CBIZ March 2003 - July 2003
NCAS May 2001 - March 2003
Professional Benefits Services October 1995 - May 2001
CoreSource 1993 - 1995
CoreSource 1987 - 1993
Skills
Medicare, Employee Benefits, Managed Care, Insurance, Medicare Part D, HIPAA, Strategic Planning, Healthcare, Contract Negotiation, Policy, Customer Service, Negotiation, Government, Pharmacy Benefit..., Process Improvement, Health Policy, Leadership, Training, Medicaid, Program Management, Team Building, Data Analysis, Strategy, Risk Management, Software Documentation, Change Management, Business Process..., Health Insurance
Education
University of Phoenix 2011 — 2013
Associate, Business Management
George A Dondero 1975 — 1979
NRECA September 2012 - Present
NRECA April 2008 - September 2012
Centers for Medicare & Medicaid Services July 2004 - April 2008
Vestacare July 2003 - July 2004
CBIZ March 2003 - July 2003
NCAS May 2001 - March 2003
Professional Benefits Services October 1995 - May 2001
CoreSource 1993 - 1995
CoreSource 1987 - 1993
Skills
Medicare, Employee Benefits, Managed Care, Insurance, Medicare Part D, HIPAA, Strategic Planning, Healthcare, Contract Negotiation, Policy, Customer Service, Negotiation, Government, Pharmacy Benefit..., Process Improvement, Health Policy, Leadership, Training, Medicaid, Program Management, Team Building, Data Analysis, Strategy, Risk Management, Software Documentation, Change Management, Business Process..., Health Insurance
Education
University of Phoenix 2011 — 2013
Associate, Business Management
George A Dondero 1975 — 1979
Becky Vidal's CBIZ Experience November 2004 - March 2013
Job Sales development authority, coaching sales leaders, CEO's and business owners serious about growth
Industry Professional Training & Coaching
Experience
St. Louis based Sandler Training® licensee, Stark and Associates, Inc., July 2014 - Present
CBIZ Benefits and Insurance Services, Inc. January 1992 - June 2014
CBIZ November 2004 - March 2013
GHP-Coventry September 1989 - November 1994
Skills
Employee Benefits, Strategic Planning, Insurance, Non-profits, Mergers, Management Consulting, Financial Analysis, Healthcare, Risk Management, Accounting, Health Insurance, New Business Development, Budgets, Leadership Development, Financial Modeling, Management, Mergers & Acquisitions, Nonprofits, Strategy, Executive Management, Auditing, Program Management, Leadership, Business Development, Sales Management, Sales, Marketing, Consulting, Project Planning, Process Improvement, CRM, Marketing Strategy, Executive Coaching
Education
University of Nebraska-Lincoln 1982 — 1985
BS, Finance
St. Louis based Sandler Training® licensee, Stark and Associates, Inc., July 2014 - Present
CBIZ Benefits and Insurance Services, Inc. January 1992 - June 2014
CBIZ November 2004 - March 2013
GHP-Coventry September 1989 - November 1994
Skills
Employee Benefits, Strategic Planning, Insurance, Non-profits, Mergers, Management Consulting, Financial Analysis, Healthcare, Risk Management, Accounting, Health Insurance, New Business Development, Budgets, Leadership Development, Financial Modeling, Management, Mergers & Acquisitions, Nonprofits, Strategy, Executive Management, Auditing, Program Management, Leadership, Business Development, Sales Management, Sales, Marketing, Consulting, Project Planning, Process Improvement, CRM, Marketing Strategy, Executive Coaching
Education
University of Nebraska-Lincoln 1982 — 1985
BS, Finance
Nicholas Kaufmann Nicholas Kaufmann's CBIZ Experience May 2015 - Present
Job Assistant Commercial Real Estate Appraiser
Industry Real Estate
Experience
CBIZ May 2015 - Present
Old Jamestown Realty February 2015 - May 2015
Tigers Credit Union December 2013 - August 2014
Kroger June 2012 - October 2012
Skills
Sales, Customer Service, Leadership, Finance, Customer Satisfaction, Social Media, Teamwork, Cashiering, Retail, Cash Register, Real Estate License
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science in Business Administration, Finance, Real Estate, General
De Smet Jesuit High School 2006 — 2010
CBIZ May 2015 - Present
Old Jamestown Realty February 2015 - May 2015
Tigers Credit Union December 2013 - August 2014
Kroger June 2012 - October 2012
Skills
Sales, Customer Service, Leadership, Finance, Customer Satisfaction, Social Media, Teamwork, Cashiering, Retail, Cash Register, Real Estate License
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science in Business Administration, Finance, Real Estate, General
De Smet Jesuit High School 2006 — 2010
Anthony Consoli's CBIZ Experience July 2011 - Present
Job President, MidAtlantic Region at CBIZ Insurance Services
Industry Insurance
Experience
CBIZ July 2011 - Present
Marsh March 2003 - July 2011
Solaris Health System May 1997 - February 2003
Alexander & Alexander January 1996 - May 1997
Johnson and Higgins 1986 - 1996
Skills
Insurance, Healthcare, Managed Care, Mergers, Leadership, Risk Management, Professional Liability, Start-ups, Business Development, Strategy, Property & Casualty..., Mergers & Acquisitions, Hospitals, Team Building, Training, Business Process..., Management, Liability, New Business Development, Sales, Talent Management, Consulting, Healthcare Industry, Executive Management, Employee Benefits, Process Improvement, Captives, Financial Risk, Marketing, Enterprise Risk...
Education
University of Notre Dame 1982 — 1986
BBA with Concentration in Finance
CBIZ July 2011 - Present
Marsh March 2003 - July 2011
Solaris Health System May 1997 - February 2003
Alexander & Alexander January 1996 - May 1997
Johnson and Higgins 1986 - 1996
Skills
Insurance, Healthcare, Managed Care, Mergers, Leadership, Risk Management, Professional Liability, Start-ups, Business Development, Strategy, Property & Casualty..., Mergers & Acquisitions, Hospitals, Team Building, Training, Business Process..., Management, Liability, New Business Development, Sales, Talent Management, Consulting, Healthcare Industry, Executive Management, Employee Benefits, Process Improvement, Captives, Financial Risk, Marketing, Enterprise Risk...
Education
University of Notre Dame 1982 — 1986
BBA with Concentration in Finance
Derek DeCaprio Derek DeCaprio's CBIZ Experience October 2004 - March 2010
Job Account Manager at Yardi
Industry Facilities Services
Experience
Yardi June 2013 - Present
EDF Renewable Energy February 2013 - May 2013
Kirby Noonan Lance & Hoge LLP March 2010 - January 2013
CBIZ October 2004 - March 2010
Aries Auto Glass June 2004 - November 2004
Sempra Energy 2003 - 2004
Skills
Process Improvement, Project Development, Tenant Improvements, PowerPoint, Word, Excel, Financial Analysis, Microsoft Office, Budgeting, Problem Solving, Outlook, Microsoft Excel, Strategic Planning, Customer Service, Budgets, Accounting, Analysis, Sales, Troubleshooting, Finance, Time Management, Project Management
Education
University of San Diego 1999 — 2003
Business Administration
Yardi June 2013 - Present
EDF Renewable Energy February 2013 - May 2013
Kirby Noonan Lance & Hoge LLP March 2010 - January 2013
CBIZ October 2004 - March 2010
Aries Auto Glass June 2004 - November 2004
Sempra Energy 2003 - 2004
Skills
Process Improvement, Project Development, Tenant Improvements, PowerPoint, Word, Excel, Financial Analysis, Microsoft Office, Budgeting, Problem Solving, Outlook, Microsoft Excel, Strategic Planning, Customer Service, Budgets, Accounting, Analysis, Sales, Troubleshooting, Finance, Time Management, Project Management
Education
University of San Diego 1999 — 2003
Business Administration
Brandi Schwartz's CBIZ Experience May 2003 - May 2004
Job Tax Analyst at Aimbridge Hospitality
Industry Building Materials
Experience
Aimbridge Hospitality September 2013 - Present
Lehigh Hanson May 2004 - April 2013
CBIZ May 2003 - May 2004
ClubCorp 2000 - 2003
Skills
Accounting, Financial Reporting, Mergers & Acquisitions, Cost Accounting, Management, Variance Analysis, Sarbanes-Oxley Act, Forecasting, Tax, Internal Controls, Fixed Assets, Financial Analysis, General Ledger, Account Reconciliation
Education
University of Phoenix 2006 — 2011
Bachelors, Business Management and Finance
Aimbridge Hospitality September 2013 - Present
Lehigh Hanson May 2004 - April 2013
CBIZ May 2003 - May 2004
ClubCorp 2000 - 2003
Skills
Accounting, Financial Reporting, Mergers & Acquisitions, Cost Accounting, Management, Variance Analysis, Sarbanes-Oxley Act, Forecasting, Tax, Internal Controls, Fixed Assets, Financial Analysis, General Ledger, Account Reconciliation
Education
University of Phoenix 2006 — 2011
Bachelors, Business Management and Finance
Kevin Moentmann's CBIZ Experience 1998 - Present
Job Managing Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC January 2006 - Present
CBIZ 1998 - Present
Arthur Andersen LLP 1987 - 1994
Skills
Strategic Planning, Internal Controls, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Finance, Mergers, Due Diligence, Acquisition Integration, Business Valuation, Corporate Finance, Fair Value, Management, Purchase Price..., Private Equity, SEC filings, Divestitures, Process Improvement, Valuation, Restructuring, Accounting
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
CBIZ Valuation Group, LLC January 2006 - Present
CBIZ 1998 - Present
Arthur Andersen LLP 1987 - 1994
Skills
Strategic Planning, Internal Controls, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Finance, Mergers, Due Diligence, Acquisition Integration, Business Valuation, Corporate Finance, Fair Value, Management, Purchase Price..., Private Equity, SEC filings, Divestitures, Process Improvement, Valuation, Restructuring, Accounting
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
James Napier's CBIZ Experience January 2011 - Present
Job Assistant Regional Manager for remote engineers | Seeking challenging opportunities
Industry Information Technology and Services
Experience
CBIZ January 2011 - Present
Edward Jones Investments 1999 - Present
CBIZ Network Solutions January 2010 - December 2010
CBIZ Network Solutions, LLC December 2007 - December 2009
CBIZ Network Solutions, LLC March 2006 - December 2007
CBIZ Network Solutions, LLC 2000 - 2006
CBIZ Network Solutions, LLC 1999 - 2000
Skills
Excel, Customer Service, Customer Relations, Troubleshooting, Microsoft Office, Problem Solving, Documentation, Word, Computer Hardware, Process Improvement, Outlook, Software Documentation, Project Management, Microsoft Word, Management, Microsoft Excel, Human Resources, Analysis
Education
University of Missouri-Saint Louis 2008 — 2011
BSBA, Finance
St. Charles Community College 1999 — 2005
Associates, Liberal Arts
Warren County R-III
CBIZ January 2011 - Present
Edward Jones Investments 1999 - Present
CBIZ Network Solutions January 2010 - December 2010
CBIZ Network Solutions, LLC December 2007 - December 2009
CBIZ Network Solutions, LLC March 2006 - December 2007
CBIZ Network Solutions, LLC 2000 - 2006
CBIZ Network Solutions, LLC 1999 - 2000
Skills
Excel, Customer Service, Customer Relations, Troubleshooting, Microsoft Office, Problem Solving, Documentation, Word, Computer Hardware, Process Improvement, Outlook, Software Documentation, Project Management, Microsoft Word, Management, Microsoft Excel, Human Resources, Analysis
Education
University of Missouri-Saint Louis 2008 — 2011
BSBA, Finance
St. Charles Community College 1999 — 2005
Associates, Liberal Arts
Warren County R-III
Neal Rubin's CBIZ Experience March 2012 - Present
Job Employee Benefits expert with 30 years experience
Industry Insurance
Experience
CBIZ March 2012 - Present
Planned Health Services 1988 - February 2012
Skills
Insurance, Strategic Planning, Employee Benefits, Mergers, Health Insurance, Disability Insurance, Strategic Financial..., Life Insurance, 401k, Mergers & Acquisitions, Team Building, Small Business, Underwriting, Process Improvement, Recruiting, Employee Relations, Brokers, Executive Management, Human Resources, Leadership, Financial Analysis, Health Savings Accounts, Workers Compensation, Investments, Professional Liability, Long-term Care, Benefits Administration, Risk Management, Term Life Insurance, Retirement Plan..., Captives, Team Leadership, Financial Planning, Group Benefit Plans
Education
University of Southern California
CBIZ March 2012 - Present
Planned Health Services 1988 - February 2012
Skills
Insurance, Strategic Planning, Employee Benefits, Mergers, Health Insurance, Disability Insurance, Strategic Financial..., Life Insurance, 401k, Mergers & Acquisitions, Team Building, Small Business, Underwriting, Process Improvement, Recruiting, Employee Relations, Brokers, Executive Management, Human Resources, Leadership, Financial Analysis, Health Savings Accounts, Workers Compensation, Investments, Professional Liability, Long-term Care, Benefits Administration, Risk Management, Term Life Insurance, Retirement Plan..., Captives, Team Leadership, Financial Planning, Group Benefit Plans
Education
University of Southern California
Sara Kelley, CPA's CBIZ Experience January 2003 - March 2006
Job Experienced Accounting Professional
Industry Accounting
Experience
MicroEdge November 2011 - October 2013
Target November 2010 - October 2012
Target Financial Services March 2006 - November 2010
CBIZ January 2003 - March 2006
Skills
Accounting, Forecasting, Payroll, Accounts Payable, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Auditing, Accounts Receivable
Education
University of Saint Thomas 2002 — 2003
Accounting MBA
University of Minnesota-Duluth 1996 — 2000
Bachelor of Science (B.S.), Cellular Biology
MicroEdge November 2011 - October 2013
Target November 2010 - October 2012
Target Financial Services March 2006 - November 2010
CBIZ January 2003 - March 2006
Skills
Accounting, Forecasting, Payroll, Accounts Payable, Financial Reporting, Account Reconciliation, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Auditing, Accounts Receivable
Education
University of Saint Thomas 2002 — 2003
Accounting MBA
University of Minnesota-Duluth 1996 — 2000
Bachelor of Science (B.S.), Cellular Biology
Nancy Reaves's CBIZ Experience July 2004 - February 2012
Job Benefits Consultant at CBIZ
Industry Insurance
Experience
GBP Risk Solutions March 2012 - Present
CBIZ Benefits 2004 - March 2012
CBIZ July 2004 - February 2012
Unum January 1998 - October 2001
Education
University of Oklahoma 1982 — 1983
Communications
University of North Texas 1974 — 1978
BA, Spech, Communications, Journalism
GBP Risk Solutions March 2012 - Present
CBIZ Benefits 2004 - March 2012
CBIZ July 2004 - February 2012
Unum January 1998 - October 2001
Education
University of Oklahoma 1982 — 1983
Communications
University of North Texas 1974 — 1978
BA, Spech, Communications, Journalism
David Stacy, MBA CPA's CBIZ Experience March 2004 - November 2008
Job Executive Director OU Physicians at University of Oklahoma Health Sciences Center
Industry Hospital & Health Care
Experience
University of Oklahoma Health Sciences Center April 2010 - Present
HCA Physician Services November 2008 - April 2010
CBIZ March 2004 - November 2008
NCS Healthcare January 1994 - December 2003
Education
Oklahoma State University - Spears School of Business 2004 — 2008
MBA, Finance
University of Oklahoma - Price College of Business 1988 — 1992
University of Oklahoma Health Sciences Center April 2010 - Present
HCA Physician Services November 2008 - April 2010
CBIZ March 2004 - November 2008
NCS Healthcare January 1994 - December 2003
Education
Oklahoma State University - Spears School of Business 2004 — 2008
MBA, Finance
University of Oklahoma - Price College of Business 1988 — 1992
Jim Pergande's CBIZ Experience 2003 - 2005
Job Corporate Controller at Inabata America Corp.
Industry Accounting
Experience
Inabata America Corp. May 2009 - May 2013
Swenson Advisors LLP 2005 - May 2009
CBIZ 2003 - 2005
MHM 2003 - 2005
LCMS 2001 - 2003
Education
University of Missouri-Columbia, College of Business 1995 — 2000
Master of Accountancy (MAcc), Accounting
Inabata America Corp. May 2009 - May 2013
Swenson Advisors LLP 2005 - May 2009
CBIZ 2003 - 2005
MHM 2003 - 2005
LCMS 2001 - 2003
Education
University of Missouri-Columbia, College of Business 1995 — 2000
Master of Accountancy (MAcc), Accounting
Crystal Gatto's CBIZ Experience May 2001 - December 2005
Job Director of Talent at Commissions Inc.
Industry Human Resources
Experience
Commissions Inc. 2015 - Present
Conisus LLC 2013 - 2015
Hardin Construction 2012 - 2013
Graphic Packaging International 2010 - 2012
RaceTrac Petroleum 2009 - 2010
Willis HRH 2008 - 2009
StoreLink Retail Group December 2005 - October 2008
CBIZ May 2001 - December 2005
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Legal Compliance, HRIS, Benefits Administration, FMLA, HR Policies, Human Resources, College Recruiting, Training, Employee Benefits, Workforce Planning, Organizational..., Affirmative Action, Interviews, Payroll, New Hire Orientations, Personnel Management, Organizational..., Coaching, Program Management, HR Consulting, Temporary Placement, Leadership Development, Employer Branding, Employee Engagement, Benefits Negotiation, Screening Resumes, Executive Search, Job Descriptions, Succession Planning, Conflict Resolution, Performance Appraisal, Sourcing, Performance Management, Employee Relations, Talent Management, Employment Law, Employee Training, Recruiting, EEO, SAP, ADP ezLaborManager, ADP HRB, E-Verify, Change Management, Compensation & Benefit
Education
University of South Carolina-Columbia 1994 — 1998
Bachelor of Arts, Psychology
Commissions Inc. 2015 - Present
Conisus LLC 2013 - 2015
Hardin Construction 2012 - 2013
Graphic Packaging International 2010 - 2012
RaceTrac Petroleum 2009 - 2010
Willis HRH 2008 - 2009
StoreLink Retail Group December 2005 - October 2008
CBIZ May 2001 - December 2005
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Legal Compliance, HRIS, Benefits Administration, FMLA, HR Policies, Human Resources, College Recruiting, Training, Employee Benefits, Workforce Planning, Organizational..., Affirmative Action, Interviews, Payroll, New Hire Orientations, Personnel Management, Organizational..., Coaching, Program Management, HR Consulting, Temporary Placement, Leadership Development, Employer Branding, Employee Engagement, Benefits Negotiation, Screening Resumes, Executive Search, Job Descriptions, Succession Planning, Conflict Resolution, Performance Appraisal, Sourcing, Performance Management, Employee Relations, Talent Management, Employment Law, Employee Training, Recruiting, EEO, SAP, ADP ezLaborManager, ADP HRB, E-Verify, Change Management, Compensation & Benefit
Education
University of South Carolina-Columbia 1994 — 1998
Bachelor of Arts, Psychology
Melodie Kelley's CBIZ Experience 1998 - Present
Job Director of Client Services at CBIZ
Industry Insurance
Experience
CBIZ 1998 - Present
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, COBRA, Benefits Administration, Strategic Planning, ERISA, Employee Wellness..., Health Care Reform, Account Management, Brokers, Workers Compensation, Open Enrollment, Life Insurance, Employee Wellness, Medicare, 401k, Underwriting, Term Life Insurance, Long-term Care, Customer Retention
Education
UMKC - Conservatory of Music 1980 — 1985
Bachelor of Music, Voice Performance
University of Missouri-Kansas City 1980 — 1985
BM, Music
CBIZ 1998 - Present
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, COBRA, Benefits Administration, Strategic Planning, ERISA, Employee Wellness..., Health Care Reform, Account Management, Brokers, Workers Compensation, Open Enrollment, Life Insurance, Employee Wellness, Medicare, 401k, Underwriting, Term Life Insurance, Long-term Care, Customer Retention
Education
UMKC - Conservatory of Music 1980 — 1985
Bachelor of Music, Voice Performance
University of Missouri-Kansas City 1980 — 1985
BM, Music
Patricia Hahn's CBIZ Experience
Job HR Director at CBIZ
Industry Financial Services
Experience
CBIZ
Skills
HRIS, Employee Benefits, Benefits Administration, Performance Management, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Strategic Planning
Education
University of Minnesota-Twin Cities
CBIZ
Skills
HRIS, Employee Benefits, Benefits Administration, Performance Management, Onboarding, Deferred Compensation, Employee Relations, Human Resources, Strategic Planning
Education
University of Minnesota-Twin Cities
Ryan Solti's CBIZ Experience 2003 - 2006
Job Finance Manager at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC November 2009 - Present
Citigroup 2006 - October 2009
CBIZ 2003 - 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Essbase, Corporate Finance, Capital Markets, Risk Management, Forecasting, Financial Modeling, Financial Services, Valuation, Hyperion Enterprise, Cash Management, Budgets, Banking, Mergers & Acquisitions, Management
Education
University of Phoenix 2007 — 2008
MBA, Business
University of North Florida - College of Business Administration 1999 — 2003
BBA, Finance
Gavilon Group, LLC November 2009 - Present
Citigroup 2006 - October 2009
CBIZ 2003 - 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Essbase, Corporate Finance, Capital Markets, Risk Management, Forecasting, Financial Modeling, Financial Services, Valuation, Hyperion Enterprise, Cash Management, Budgets, Banking, Mergers & Acquisitions, Management
Education
University of Phoenix 2007 — 2008
MBA, Business
University of North Florida - College of Business Administration 1999 — 2003
BBA, Finance
Lisa Barringer's CBIZ Experience 2007 - Present
Job Internal Accountant at CBIZ Human Capital Services
Industry Accounting
Experience
CBIZ 2007 - Present
R&A Contracting 2003 - 2007
Easy Returns Worldwide 1999 - 2003
Education
University of Missouri-Saint Louis 1985 — 1991
MAcc, Accounting
CBIZ 2007 - Present
R&A Contracting 2003 - 2007
Easy Returns Worldwide 1999 - 2003
Education
University of Missouri-Saint Louis 1985 — 1991
MAcc, Accounting
Gina Payne's CBIZ Experience December 2010 - June 2014
Job Benefits, Compensation, HCM Director
Industry Hospital & Health Care
Experience
Regional Health 2015 - Present
CBIZ December 2010 - June 2014
The Bill & Melinda Gates Foundation December 2009 - December 2010
Saint Luke's Health System November 2006 - November 2009
Applebees International 2005 - 2006
Applebees International 2005 - 2006
First American Title 2004 - 2005
Experian North America 1999 - 2004
Skills
Employee Benefits, Deferred Compensation, Benefits Administration, HRIS, Employee Relations, Onboarding, Employee Wellness, Human Resources, Performance Management, Talent Management, Organizational..., Health Insurance, FMLA, New Hire Orientations, Healthcare, Succession Planning, Compensation & Benefit
Education
University of San Diego School of Law 1985 — 1987
JD, Law
University of San Diego 1981 — 1985
BA, Business Administration
Regional Health 2015 - Present
CBIZ December 2010 - June 2014
The Bill & Melinda Gates Foundation December 2009 - December 2010
Saint Luke's Health System November 2006 - November 2009
Applebees International 2005 - 2006
Applebees International 2005 - 2006
First American Title 2004 - 2005
Experian North America 1999 - 2004
Skills
Employee Benefits, Deferred Compensation, Benefits Administration, HRIS, Employee Relations, Onboarding, Employee Wellness, Human Resources, Performance Management, Talent Management, Organizational..., Health Insurance, FMLA, New Hire Orientations, Healthcare, Succession Planning, Compensation & Benefit
Education
University of San Diego School of Law 1985 — 1987
JD, Law
University of San Diego 1981 — 1985
BA, Business Administration
Ania Rudzinska's CBIZ Experience 2002 - 2006
Job at Latisys
Industry Accounting
Experience
Latisys October 2009 - Present
Gill Foundation December 2008 - February 2010
Gill Foundation 2008 - 2009
Enscicon Corporation November 2006 - November 2008
CBIZ 2002 - 2006
CBIZ MHM, LLC 2002 - 2006
Skills
GAAP, Tax Preparation, CPA, Financial Reporting, Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Internal Controls, Income Tax, QuickBooks, Tax Accounting, Tax Returns, US GAAP
Education
UOP 2008 — 2010
MBA, Master's in Business Administration
University of Phoenix 2000 — 2005
BS in Accounting, Accounting
lane technical high school 1990 — 1992
Latisys October 2009 - Present
Gill Foundation December 2008 - February 2010
Gill Foundation 2008 - 2009
Enscicon Corporation November 2006 - November 2008
CBIZ 2002 - 2006
CBIZ MHM, LLC 2002 - 2006
Skills
GAAP, Tax Preparation, CPA, Financial Reporting, Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Internal Controls, Income Tax, QuickBooks, Tax Accounting, Tax Returns, US GAAP
Education
UOP 2008 — 2010
MBA, Master's in Business Administration
University of Phoenix 2000 — 2005
BS in Accounting, Accounting
lane technical high school 1990 — 1992
Ellen Woltkamp's CBIZ Experience April 2014 - Present
Job Senior Account Manager at CBIZ
Industry Insurance
Experience
CBIZ April 2014 - Present
CBIZ January 2009 - April 2014
Adams Dairy Bank June 2008 - November 2008
Nordstrom December 2004 - December 2007
Skills
Employee Benefits, Sales, Health Insurance, Insurance, Health Savings Accounts
Education
University of Missouri-Kansas City 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 2004 — 2008
BS, Business Administration and Management, General
CBIZ April 2014 - Present
CBIZ January 2009 - April 2014
Adams Dairy Bank June 2008 - November 2008
Nordstrom December 2004 - December 2007
Skills
Employee Benefits, Sales, Health Insurance, Insurance, Health Savings Accounts
Education
University of Missouri-Kansas City 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 2004 — 2008
BS, Business Administration and Management, General
Joe Cook, CFA's CBIZ Experience 1997 - 2000
Job President at J.S. Cook Advisors
Industry Real Estate
Experience
J.S. Cook Advisors April 2013 - Present
Land Property Associates May 2013 - Present
THF Realty February 2001 - April 2013
CBIZ 1997 - 2000
Skills
Real Estate Joint..., Real Estate Economics, Real Estate Transactions, Real Estate Financing, Shopping Center..., Chartered Financial..., Due Diligence, Real Estate, Investments, Commercial Real Estate, Finance
Education
University of Missouri-Columbia 1993 — 1997
BSBA, Finance
J.S. Cook Advisors April 2013 - Present
Land Property Associates May 2013 - Present
THF Realty February 2001 - April 2013
CBIZ 1997 - 2000
Skills
Real Estate Joint..., Real Estate Economics, Real Estate Transactions, Real Estate Financing, Shopping Center..., Chartered Financial..., Due Diligence, Real Estate, Investments, Commercial Real Estate, Finance
Education
University of Missouri-Columbia 1993 — 1997
BSBA, Finance
Gail Trautman, SPHR, SHRM-SCP's CBIZ Experience 2012 - 2014
Job Human Resources Manager at Bull Moose Tube
Industry Human Resources
Experience
Bull Moose Tube 2014 - Present
CBIZ 2012 - 2014
AmeriCold Logistics 1999 - 2011
PepsiCo - Frito Lay 1996 - 1999
Skills
Recruiting, HRIS, Legal Compliance, Policy, Training, Human Resources, Employee Relations, Employment Law, Performance Management, Payroll, Personnel Management, Interviews, HR Consulting, Employee Benefits, Process Improvement, Labor Relations, Succession Planning, Leadership, Coaching, HR Policies, New Hire Orientations, PeopleSoft, Strategy, EEO, Employee Handbooks, Workforce Planning, FMLA, Workers Compensation, Union Avoidance, Union, Strategic Planning, Hiring, Employee Engagement, Talent Management, Benefits Administration, Organizational..., Talent Acquisition, Onboarding, Conflict Resolution, Affirmative Action, Applicant Tracking..., Employee Training, Organizational..., Job Descriptions, College Recruiting, Compensation & Benefit, SPHR, Job Analysis, Due Diligence, Mergers & Acquisitions
Education
Maplewood Richmond Heights High School
University of Missouri-Saint Louis
B.S.B.A.
Culver Stockton College
Webster University
Bull Moose Tube 2014 - Present
CBIZ 2012 - 2014
AmeriCold Logistics 1999 - 2011
PepsiCo - Frito Lay 1996 - 1999
Skills
Recruiting, HRIS, Legal Compliance, Policy, Training, Human Resources, Employee Relations, Employment Law, Performance Management, Payroll, Personnel Management, Interviews, HR Consulting, Employee Benefits, Process Improvement, Labor Relations, Succession Planning, Leadership, Coaching, HR Policies, New Hire Orientations, PeopleSoft, Strategy, EEO, Employee Handbooks, Workforce Planning, FMLA, Workers Compensation, Union Avoidance, Union, Strategic Planning, Hiring, Employee Engagement, Talent Management, Benefits Administration, Organizational..., Talent Acquisition, Onboarding, Conflict Resolution, Affirmative Action, Applicant Tracking..., Employee Training, Organizational..., Job Descriptions, College Recruiting, Compensation & Benefit, SPHR, Job Analysis, Due Diligence, Mergers & Acquisitions
Education
Maplewood Richmond Heights High School
University of Missouri-Saint Louis
B.S.B.A.
Culver Stockton College
Webster University
Danielle Bedor's CBIZ Experience September 2013 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ September 2013 - Present
Cornell Insurance Services, Inc. May 2011 - 2013
North Star Resource Group 2010 - 2011
Education
University of Minnesota-Twin Cities 1993 — 1997
Sociology, Law/Criminal Deviance
CBIZ September 2013 - Present
Cornell Insurance Services, Inc. May 2011 - 2013
North Star Resource Group 2010 - 2011
Education
University of Minnesota-Twin Cities 1993 — 1997
Sociology, Law/Criminal Deviance
David W. Thompson, CPA's CBIZ Experience 1980 - Present
Job Director, Healthcare Division at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC ShareholderMayer Hoffman McCann P.C.January 1980 - Present
CBIZ 1980 - Present
Education
University of Missouri-Columbia
M.B.A., Controllership
CBIZ MHM, LLC ShareholderMayer Hoffman McCann P.C.January 1980 - Present
CBIZ 1980 - Present
Education
University of Missouri-Columbia
M.B.A., Controllership
Lynn Piper's CBIZ Experience September 2009 - April 2013
Job Controller at Beckerle Consultants, Inc.
Industry Construction
Experience
Beckerle Consultants, Inc. April 2015 - Present
VSM Abrasives Corporation June 2013 - January 2015
CBIZ September 2009 - April 2013
Pangea, Inc. November 2007 - September 2009
Westar Aerospace & Defense Group March 2004 - November 2007
Clean Earth Technologies, LLC 2003 - 2004
Skills
Corporate Tax, Auditing, Ad Hoc Reporting, Contractors, Operations Management, Microsoft Office, Team Leadership, Accounting, Accounts Receivable, Tax, GAAP, Budgets, CPA, Financial Reporting, Cost Accounting, Tax Preparation, Forecasting, Payroll, Income Tax, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Accounting
Education
University of Missouri-Kansas City 1984 — 1988
BS, Accounting
Beckerle Consultants, Inc. April 2015 - Present
VSM Abrasives Corporation June 2013 - January 2015
CBIZ September 2009 - April 2013
Pangea, Inc. November 2007 - September 2009
Westar Aerospace & Defense Group March 2004 - November 2007
Clean Earth Technologies, LLC 2003 - 2004
Skills
Corporate Tax, Auditing, Ad Hoc Reporting, Contractors, Operations Management, Microsoft Office, Team Leadership, Accounting, Accounts Receivable, Tax, GAAP, Budgets, CPA, Financial Reporting, Cost Accounting, Tax Preparation, Forecasting, Payroll, Income Tax, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Accounting
Education
University of Missouri-Kansas City 1984 — 1988
BS, Accounting
Talisha Redding's CBIZ Experience June 2008 - November 2011
Job Patient Access Specialist at Piedmont Heart Inst
Industry Health, Wellness and Fitness
Experience
Piedmont Heart Inst December 2011 - August 2013
CBIZ June 2008 - November 2011
Florida Cardiology May 2007 - April 2008
Florida Physicians Medical Group January 2004 - April 2007
ORLANDO PULMONARY July 2002 - June 2003
ORANGE COUNTY OFFICIAL RECORDS November 2000 - April 2002
Skills
HIPAA, Medical Billing, Medicaid, Managed Care, Medical Records, Medicare, Epic Systems, CPT, ICD-9, Clinical Research, Accounts Receivable, Invoicing, Access, Medical Coding, Physicians, Healthcare
Education
University of Phoenix 2006 — 2011
Bachelor Of Science, Health Care Administration
Career Training Inst/Central Florida College 2001 — 2002
Diploma, Medical Assistant
Jones High School 1996 — 1999
Diploma, General Education
Piedmont Heart Inst December 2011 - August 2013
CBIZ June 2008 - November 2011
Florida Cardiology May 2007 - April 2008
Florida Physicians Medical Group January 2004 - April 2007
ORLANDO PULMONARY July 2002 - June 2003
ORANGE COUNTY OFFICIAL RECORDS November 2000 - April 2002
Skills
HIPAA, Medical Billing, Medicaid, Managed Care, Medical Records, Medicare, Epic Systems, CPT, ICD-9, Clinical Research, Accounts Receivable, Invoicing, Access, Medical Coding, Physicians, Healthcare
Education
University of Phoenix 2006 — 2011
Bachelor Of Science, Health Care Administration
Career Training Inst/Central Florida College 2001 — 2002
Diploma, Medical Assistant
Jones High School 1996 — 1999
Diploma, General Education
Andria Mitra's CBIZ Experience 2014 - 2015
Job Marketing Communications at CBIZ Benefits & Insurance Services, Inc.
Industry Management Consulting
Experience
CBIZ Benefits & Insurance Services, Inc. September 2003 - Present
CBIZ 2014 - 2015
Independent Marketing Professional March 1998 - August 2003
Pepper & Associates 1995 - 1998
National Seminars Group 1985 - May 1995
Skills
Marketing Communications, Direct Mail, Art Direction, Graphic Design, Print Production Process, Graphic Design Software, DotNetNuke, Planning & Execution of..., Marketing Event Planning, Large-scale Event..., Not for Profit, Email Marketing, Direct Marketing, Lead Generation, Brand Development, Corporate Branding, Print Production, Copywriting, Health Care Reform
Education
University of Missouri-Columbia
Bachelor of Arts (B.A.), Communication and Media Studies
St. Teresa's Academy
Kansas City, Missouri
CBIZ Benefits & Insurance Services, Inc. September 2003 - Present
CBIZ 2014 - 2015
Independent Marketing Professional March 1998 - August 2003
Pepper & Associates 1995 - 1998
National Seminars Group 1985 - May 1995
Skills
Marketing Communications, Direct Mail, Art Direction, Graphic Design, Print Production Process, Graphic Design Software, DotNetNuke, Planning & Execution of..., Marketing Event Planning, Large-scale Event..., Not for Profit, Email Marketing, Direct Marketing, Lead Generation, Brand Development, Corporate Branding, Print Production, Copywriting, Health Care Reform
Education
University of Missouri-Columbia
Bachelor of Arts (B.A.), Communication and Media Studies
St. Teresa's Academy
Kansas City, Missouri
Kim Ehrlich's CBIZ Experience 2007 - 2011
Job
Industry
Experience
CBIZ 2007 - 2011
Education
University of Nebraska-Lincoln 1988 — 1992
BS, Exercise Science
CBIZ 2007 - 2011
Education
University of Nebraska-Lincoln 1988 — 1992
BS, Exercise Science
Christopher Mulvaney's CBIZ Experience September 2011 - Present
Job Tax Manager at CBIZ Tofias
Industry Accounting
Experience
CBIZ September 2011 - Present
Restivo Monacelli LLP June 2006 - September 2011
Skills
Tax, Corporate Tax, CPA, Corporate Law, Partnership Taxation, GAAP, Income Tax, Tax Research, ProSystem fx Tax, Tax Returns, Accounting, Auditing, Financial Reporting, General Ledger, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 2004 — 2005
Masters, Accounting
University of Rhode Island - College of Business Administration 2000 — 2004
Bachelors, Accounting
CBIZ September 2011 - Present
Restivo Monacelli LLP June 2006 - September 2011
Skills
Tax, Corporate Tax, CPA, Corporate Law, Partnership Taxation, GAAP, Income Tax, Tax Research, ProSystem fx Tax, Tax Returns, Accounting, Auditing, Financial Reporting, General Ledger, Sarbanes-Oxley Act
Education
University of Rhode Island - College of Business Administration 2004 — 2005
Masters, Accounting
University of Rhode Island - College of Business Administration 2000 — 2004
Bachelors, Accounting
Steve Bahr's CBIZ Experience February 1998 - October 2001
Job Technology Systems Specialist at Tech Electronics
Industry Telecommunications
Experience
Tech Electronics October 2001 - Present
CBIZ February 1998 - October 2001
Cooper Industries Ltd. May 1996 - January 1998
Skills
Network Design, VMware, Disaster Recovery, Windows Server, Security, Integration, VoIP, Network Security, Network Administration, LAN-WAN, Cisco Technologies
Education
Vatterott College 1996 — 1997
Associate's Degree, Computer Electronics and Networking
University of Missouri-Saint Louis 1990 — 1992
Computer Science
Tech Electronics October 2001 - Present
CBIZ February 1998 - October 2001
Cooper Industries Ltd. May 1996 - January 1998
Skills
Network Design, VMware, Disaster Recovery, Windows Server, Security, Integration, VoIP, Network Security, Network Administration, LAN-WAN, Cisco Technologies
Education
Vatterott College 1996 — 1997
Associate's Degree, Computer Electronics and Networking
University of Missouri-Saint Louis 1990 — 1992
Computer Science
Nancy Reaves's CBIZ Experience July 2004 - February 2012
Job Benefits Consultant at GBP Risk Solutinons
Industry Insurance
Experience
GBP Risk Solutinons February 2012 - Present
CBIZ July 2004 - February 2012
The Prudential September 1984 - June 1997
Skills
Defined Benefit, COBRA, Health Insurance, Disability Management, Disability Insurance, Dental Insurance, Life Insurance, Healthcare Reform, Benefits Administration, Health Care Reform, Health Savings Accounts, Strategic Planning
Education
University of North Texas 1974 — 1978
Speech Communications
GBP Risk Solutinons February 2012 - Present
CBIZ July 2004 - February 2012
The Prudential September 1984 - June 1997
Skills
Defined Benefit, COBRA, Health Insurance, Disability Management, Disability Insurance, Dental Insurance, Life Insurance, Healthcare Reform, Benefits Administration, Health Care Reform, Health Savings Accounts, Strategic Planning
Education
University of North Texas 1974 — 1978
Speech Communications
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych