CCH Computax
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CCH Computax Employees
Krakau Business Computer Systems January 1983 - Present
Chicago Computer Guide March 1992 - November 2002
The Central States Health, Welfare & Pension Funds December 1980 - July 1985
Management Data Communications Corporation March 1979 - December 1980
The Board of Governors Co-operative Computer Center May 1977 - March 1979
CCH Computax December 1976 - May 1977
Skills
Certified Novell..., Security, Testing, Troubleshooting, Solution Selling, Databases, SharePoint, Training, Networking, Management, Project Management, Vendor Management
Education
Roosevelt University 1981 — 1984
MBA
Northeastern Illinois University 1977 — 1981
BS, Information Science
University of Illinois at Chicago 1973 — 1974
Computer & Information Systems Analysis Engineering
Dixon Hughes Goodman LLP December 2008 - Present
Dixon Hughes PLLC (now known as Dixon Hughes Goodman LLP) September 2007 - January 2009
SunGard Higher Education (now known as Ellucian™) August 2006 - 2007
SunGard Higher Education (now known as Ellucian™) November 2004 - August 2006
PeopleSoft 1994 - 1998
Computron 1993 - 1994
CCH Computax 1985 - 1993
Skills
Event Planning, Social Media, Marketing Communications, Marketing Strategy, CRM, Business Development, Social Networking, Product Marketing, Leadership, Marketing, Account Management, Budgets, Sales Operations, Competitive Analysis, Accounting, Training, Tax, Enterprise Software, Sales, Sales Management, Selling, Project Management, Strategic Planning, Social Media Marketing, Program Management, Strategy, Lead Generation, Public Relations, Accounts Payable, Press Releases, Government, Market Research, Customer Satisfaction, Small Business, Proposal Writing, Finance, Email Marketing, Employee Training, Product Management, Sales Support, Professional Services..., Software Training, Software Sales, Salesforce Training, Pre-Sales Consulting, Event Management, Business Networking, Management, Customer Service
Education
Loyola Marymount University, College of Business Administration 1989 — 1991
MBA
University of Florida 1979 — 1983
Bachelor of Science
Wilshire Associates 2015 - Present
TriKardia March 2013 - 2015
Philips Healthcare September 1996 - February 2013
Zymed, Inc. September 1996 - June 2000
Reuters America 1992 - 1996
Quotron Systems 1987 - 1992
CCH Computax 1982 - 1987
Skills
HL7, Software Development, Medical Devices, Software Quality..., Site Manager, Software Project..., Software Engineering, Microsoft SQL Server, .NET, Enterprise Architecture, Entity Framework, Web Services, Silverlight, ASP.NET, Medical Imaging, Software Quality, Software Design, Architecture, Agile Methodologies, Programming, System Architecture, C++, SDLC, UML, SQL, ClearCase, PACS, C#, XML, OOP, Visual Studio, Object Oriented Design, Management, Scrum, Testing, Integration, Design Patterns, SOA, Requirements Analysis, Agile Project Management, Unix, Design Control, WCF, Test Automation, Databases, TFS, Architectures
Education
University of California, Los Angeles 1977 — 1981
BS, Computer Science, Mathematics
Mariner Wealth Advisors August 2012 - Present
HSMC Wealth Management November 2001 - August 2012
Edward Jones July 1996 - October 2001
Bureau of National Affairs March 1992 - July 1996
CCH Computax July 1982 - October 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Client service, Wealth Management, Portfolio Management, Estate Planning, Asset Allocation, Wealth, Client Services, Small Business, Financial Services
Education
University of Iowa 1975 — 1979
BBA, Accounting
Muscatine High School
UCLA May 2015 - Present
Leaders in Project and Program Management in the Greater Los Angeles Area 2014 - April 2015
DIRECTV May 1999 - April 2014
CCH Computax February 1983 - May 1999
Skills
Program Management, Change Management, Scrum, PMP, Software Project..., Integration, Cross-functional Team..., SDLC, Agile Methodologies, Team Building, Project Management, Vendor Management, Management, Enterprise Software, Outsourcing, Leadership, Budgets, IT Strategy, Requirements Analysis, Project Delivery, Service Delivery, Business Analysis, Process Improvement, Requirements Gathering, Risk Management, Visio, Agile, Project Planning, Project Coordination, Project Estimation, SAS programming, Program Facilitation, Program Coordination, Loyalty Programs, Incentive Programs, Testing, Software Development, Business Intelligence, Business Process..., Analysis
Education
Project Management Institute 1995 — 2014
PMP, Project Management
Univ of Phoenix 1995 — 2000
BS, IS
Thales Avionics April 2014 - Present
Thales Avionics February 2010 - March 2014
Thales Avionics April 2007 - February 2010
New Century Financial / Home123 July 2005 - April 2007
Automobile Club of Southern California April 2000 - June 2005
Toytime.com December 1999 - April 2000
Inacom Information Systems August 1995 - October 1999
Orange County Sheriff-Coroner Department April 1994 - May 1995
CCH Computax October 1993 - April 1994
Skills
Business Development, Product Marketing, Product Management, Webmaster Services, Strategy Alignment, Mobile Devices, Sales, Competitive Analysis, User Experience, E-commerce, Analytics, Program Management, Product Launch, Management, Marketing Strategy, New Business Development, Product Lifecycle..., Business Intelligence, Strategic Planning, Sales Management, Cloud Computing, Strategy, Digital Marketing, Marketing Communications, Team Management, Marketing, Marketing Management, Team Leadership, Strategic Partnerships, Product Development, Market Research, Cross-functional Team..., Business Planning, Integration, Business Strategy, Account Management, Process Improvement, Market Analysis, Negotiation, CRM, International Sales, Pricing, Product Planning, Lead Generation, Go-to-market Strategy, International Business, Project Management, B2B, Business Analysis, Training
Education
Webster University 2014 — 2017
Master's degree, Information Technology
University of California, Irvine 1998 — 2001
University Extension Program, Marketing Communications Certificate
University of California, Irvine 1990 — 1993
Bachelor's Degree, Social Ecology (Criminology, Law and Society)
Los Alamitos High School 1983 — 1986
Diploma, General Studies
Manatt, Phelps & Phillips, LLP January 2008 - Present
Manatt, Phelps & Phillips, LLP May 2000 - December 2007
Systematik Computer Services 2000 - 2002
Systematik Computer Services 2000 - 2002
Manatt, Phelps & Phillips, LLP April 1996 - May 2000
Healthcare Microsystems October 1994 - April 1996
CCH Computax July 1987 - May 1994
Skills
Databases, Microsoft SQL Server, Software Development, Disaster Recovery and..., Technology Change..., Virtualization, Project Management and..., ITIL, IT Strategy, SDLC, Team Building, Business Analysis, Mentoring, Professional Services, Cloud Computing, Disaster Recovery, SharePoint, Vendor Management, Software Documentation, VMware, Active Directory, Servers, Network Security, Enterprise Architecture
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Science
Berkhamsted School For Boys 1976 — 1980
no affiliation January 1961 - Present
Aaron Brothers October 1985 - October 1995
CCH Computax December 1979 - April 1981
Skills
Illustration, Painting, Public Relations, Contemporary Art, Fine Art, Drawing, Art, Strategic Planning, Photoshop, Photography, Social Media, Marketing Strategy, Illustrator, Graphic Design
Education
El Camino College 1980 — 1982
Associate of Arts (AA)
Redondo High school 1975 — 1978
St Michaels
St Michaels
Accountability Partners, LLC March 2005 - Present
IKON Office Solutions March 1991 - March 2005
IKON Professional Services 1996 - 2005
IKON Technology Services 1996 - 2001
USConnect 1991 - 1996
Niakwa '88 1987 - 1991
Bluebird Systems May 1986 - April 1989
CCH Computax January 1981 - November 1983
Burroughs June 1978 - November 1981
Skills
Sales Management, Business Planning, Professional Services, Sales Operations, Consultative Selling, Strategic Planning, Team Building, Business Strategy, Direct Sales, Solution Selling, Management, Selling, Strategy, Training, CRM, Management Consulting, Cloud Computing, Leadership, Strategic Partnerships, SaaS, Marketing, Start-ups, New Business Development, Mergers & Acquisitions, Integration, Entrepreneurship, Business Development, Talent Management, Analysis, Cross-functional Team..., Sales Process, Consulting, Project Management, Sales, Enterprise Software, Negotiation, Project Planning, Forecasting, Executive Management, Competitive Analysis, Small Business, Human Resources, Finance, Salesforce.com, Lead Generation, Business Analysis, Outsourcing, Business Alliances, Business Process..., E-commerce
Education
Olivet Nazarene University 1974 — 1978
B.S.
School of Hard Knocks
Aflac March 2010 - Present
CCH Computax 2000 - 2010
Education
University of California, Berkeley 1966 — 1970
ba, NEL
Beverly Hills High School 1962 — 1966
Morejon Consulting International, LLC September 2015 - Present
CA Technologies February 1995 - February 2015
CCH Computax 1981 - 1995
Skills
Identity Management, Cloud Computing, Data Center, Enterprise Architecture, Enterprise Software, Go-to-market Strategy, IT Service Management, IT Strategy, ITIL, Information Security, Integration, Pre-sales, Professional Services, SOA, SaaS, Sales Enablement, Security, Siteminder, Solution Architecture, System Administration, Systems Management, Virtualization
Education
University of Southern California 1976 — 1978
Banning High School 1973 — 1976
High School Diploma, General
University of California, Los Angeles
Latham & Watkins July 2012 - Present
Disney Interactive Media Group July 2010 - February 2011
Taproot Foundation February 2010 - September 2010
Houlihan Lokey April 2006 - February 2010
CCH, Inc September 2002 - April 2006
Direct Capital Markets, Inc November 1999 - July 2002
MicroCrafts (now Vanteon), Inc May 1998 - November 1999
Advanced Publishing Technology August 1997 - April 1998
Western Psychological Services January 1992 - August 1997
CCH Computax June 1990 - January 1992
Skills
JavaScript, ASP.NET, XML, Microsoft SQL Server, AJAX, SSIS, C#, jQuery, CSS, HTML, VB.NET, T-SQL, ASP, SQL, Crystal Reports, HTML 5, MySQL, Software Development, Visual Basic, Web Applications, SSRS, Java, Databases, VBScript, IIS, Requirements Analysis, Software Documentation, Testing
Education
California State University-Dominguez Hills 1989 — 1991
BS, Computer Science
Utah Technical College
A.A.S, Data Processing
Westminster College
B.A, Music
Strategic Financial Concepts, Inc March 2010 - Present
CCH, a Wolters Kluwer business June 2008 - July 2010
CCH December 2007 - June 2008
CCH, a Wolters Kluwer business December 2003 - December 2007
CCH Tax Compliance September 2002 - December 2003
CCH Computax January 1996 - September 2002
Skills
Project Management, Product Development, Change Management, Leadership, Cross-functional Team..., Marketing, Strategic Planning, Marketing Strategy, Insurance, Budgets, Marketing Communications, Business Development, Sales, Coaching, Analysis, Team Building, Team Leadership, Customer Service, Process Improvement, Program Management, Business Planning, Account Management, Management, Business Analysis, Strategy, Competitive Analysis, Contract Negotiation, CRM, Finance, Salesforce.com, Project Planning, Investments, Financial Analysis
Education
University of Chicago - Booth School of Business 2008 — 2008
Executive Education, High Performance Leadership
Wichita State University 1996 — 1998
MBA
University of Wisconsin-Milwaukee 1991 — 1993
MA, Curriculum and Instruction
Regis University 1982 — 1986
BS, Accounting and Business Admininstration
Long & Foster Greater Princeton Office March 2013 - Present
South Brunswick Township August 2011 - Present
South Brunswick Public Schools December 2004 - Present
Fitness Together January 2005 - November 2009
Custom Home Design January 1990 - July 2002
CCH Computax June 1986 - January 1990
Fiduciary Trust Company June 1983 - June 1986
NJ Society of CPAs October 1982 - June 1983
Skills
Writing, Public Speaking, Public Relations, Event Planning, Leadership, Marketing Communications, Press Releases, Budgets, Newsletters, Fundraising, Nonprofits, Program Management, Editing, Event Management, Teaching, Microsoft Office, Proofreading, Team Building, Customer Service, Non-profits, Social Media, Microsoft Excel, Program Development, Coaching, Volunteer Management, Training, Real Estate
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Communications
Retired Raytheon Company December 2013 - February 2014
Self Employed 2001 - 2014
Raytheon Technical Services Company August 2006 - December 2013
Raytheon Space and Airborne Systems 1985 - August 2006
CCH Computax 1983 - 1985
1984 Olympics 1984 - 1984
Skills
Government Contracting, DoD, Earned Value Management, Proposal Writing, Six Sigma, Security Clearance, Process Improvement, Aerospace, Cross-functional Team..., Strategic Planning, Military, Team Leadership, Integration, System Design, Change Management, Defense, Team Building, Risk Management, FAR, Operations Management, Engineering Management, Analysis, Procurement, Leadership, Supply Chain, Requirements Management, Government, Strategy, Requirements Analysis, Air Force, Navy, Leadership Development, Configuration Management, Information Assurance, Supply Chain Management, Government Procurement, Solution Selling, Command
Education
University of Indianapolis 2006 — 2008
MBA, Supply Chain
Indiana University Bloomington 1977 — 1980
BS, Business Marketing
XCM Solutions, LLC 2014 - Present
WC LLC 2006 - Present
Wolters Kluwer, CCH 2011 - 2014
AW CPAS, PLC 2005 - 2010
ACTIVANT SOLUTIONS, INC., 2000 - 2004
ZLand.com 1999 - 2000
Triad Systems Corporation 1994 - 1999
CCH Computax 1989 - 1994
Skills
Sales Process, Start-ups, Selling, Sales Operations, CRM, Sales Management, Solution Selling, Account Management, Process Improvement, SaaS, Customer Retention, Management, Professional Services, Sales, Negotiation, Software Industry, Direct Sales, Salesforce.com, Marketing Strategy, Analytics, Accounting, New Business Development, B2B, Forecasting, Sales Presentations, Small Business, Management Consulting, Strategic Planning, Business Planning, Team Building, Business Intelligence, Enterprise Software, Business Strategy, Contract Negotiation, Consultative Selling, Public Speaking, Team Management, Customer Relations, Tax, Business Management, Problem Solving, Coaching, Team Leadership, P&L, ERP, Software Sales, Mentoring, Budgeting, Planning, Marketing
Education
University of Phoenix 1994 — 1999
MBA, Business Administration
TechMentors January 2010 - Present
ExecuTrain July 1996 - Present
AcademyX 2010 - Present
Mentor Training 2010 - Present
The Judge Group 2010 - Present
Computer Magic Training 2010 - Present
Silicon Bay Training 2012 - 2014
Shilling and Kenyon January 1994 - June 1996
CCH Computax November 1992 - December 1993
Physicians' Community Hospital July 1989 - August 1992
Skills
Excel, Word, Access, Programming, PowerPoint, Filemaker Pro, Outlook, Microsoft Office, Photoshop, Windows, MS Project, Adobe Acrobat, Quickbooks, Dreamweaver, VBA, Spreadsheets, Databases, Visual Basic, SQL, Crystal Reports, Software Development, Microsoft Excel, Windows 7, Microsoft Word, Training, Program Management, Data Analysis, HTML, JavaScript, Microsoft SQL Server, Visio, Web Development, Database Design, Software Documentation, Leadership, Security, QuickBooks, FileMaker
Education
Brigham Young University 1984 — 1986
BS, Finance, Accounting
Ricks College 1980 — 1984
AAS, Accounting
VXI Global Solutions, LLC March 2014 - Present
RetailSolana Corporation January 2007 - Present
TRC Consulting January 1990 - Present
CCH COMPUTAX January 2002 - January 2003
Skills
VirtualBox, DNS, VMware, Servers, Microsoft Exchange, Hardware, Group Policy, Software Installation, Help Desk Support, Server Administration, DHCP, FTP, Windows Server, Windows Vista, Computer Hardware, Technical Support, Laptops, Microsoft Servers, System Administration, Ubuntu, Active Directory, Windows XP, Virtualization, Windows 7, Windows, Operating Systems, Troubleshooting, Remote Desktop
Education
Stark State College of Technology 2015 — 2015
Gates College 2000 — 2001
Microsoft MCSE Certification, MCP certification
Defence Systems Management College 1988 — 2000
Program, Engineering and Cost Management, Cetified
BSEET The University of Akron 1982 — 1988
BSEET, Engineering Electronics Technology
The Corporate Circus, Inc. 2006 - Present
Teleflora September 1988 - October 1991
Cch Computax May 1982 - June 1988
Mattel, Inc. October 1980 - February 1982
Skills
Entrepreneurship, Start-ups, Social Media, Entertainment, Social Media Marketing, Blogging, Strategic Partnerships, New Media, Marketing Strategy, Online Marketing, Event Management, E-commerce, Marketing, Social Networking, Published Author, Musical Theatre, Creative Writing, Creativity Skills, Strategic Planning, Public Speaking
Education
Pepperdine University 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Southern California 1976 — 1980
Bachelor’s Degree, Business Administration and Management, General
Retired 2014 - Present
Capital Group 1994 - 2014
Cch Computax 1987 - 1993
Education
McGill University 1974 — 1976
Master’s Degree, Computer Science
Boston University 1970 — 1974
Bachelor’s Degree, Mathematics and Computer Science
Walgreens November 2004 - Present
Wolters Kluwer March 1999 - July 2003
CCH, a part of Wolters Kluwer 1993 - 1999
Cch Computax 1983 - 1993
Skills
BMC Remedy, IBM iSeries, Lotus Notes, Mainframe, AIX, Troubleshooting, IBM AS/400, Computer Hardware, MVS, Operating Systems, Software Documentation, IBM AIX, Inventory Management, Customer Service, Solaris, ESP, IBM Mainframe, z/OS, Windows 7, Servers, System Administration, Microsoft Office, Process Scheduler, HP-UX, Tape Management, Tape Libraries, HP Openview, EMC Networker, Panvalet, Fileaid, BRMS, JES2, BTLS, HMC, Netvault, Netbackup, BMC Patrol, Big Brother, Symmetrix, Connectrix, ZEKE, Unix, VMware, Red Hat Linux, CentOS, Ubuntu, Fedora, PMBOK, Shell Scripting, Linux System...
Education
Illinois Institute of Technology 2014 — 2014
Master Certificate in System Administration, Information Technology
Illinois Valley Community College 1980 — 1982
Computer Science
Seneca High School 1976 — 1980
Point 360 April 2012 - December 2014
Point 360 November 2010 - April 2012
Disney ABC Television Group March 2010 - November 2010
Lender Processing Services, Inc. (LPS) October 1995 - March 2009
Towers Perrin April 1992 - September 1993
CCH Computax October 1988 - April 1992
Skills
Linux, Unix, XML, Databases, Software Development, MySQL, C#, CSS, Project Management, .NET, jQuery, AJAX, Web Applications, OS X, Shell Scripting, Digital Media, Servers, Program Management, LAMP, Networking, SQL, Oracle, Microsoft SQL Server, SOAP, JSON, Python, Microsoft Office
Education
DeVry University
Bachelors of Science
California Department of Real Estate
Real Estate Sales License
Whitepages September 2014 - Present
LTU Technologies August 2011 - August 2014
LTU Technologies March 2010 - July 2011
Getty Images Inc. 2005 - February 2010
Reed Business Information October 2004 - September 2005
Synergy Music Corp August 1998 - November 2003
Primark Disclosure-Worldscope January 1996 - August 1997
Lotus OneSource February 1992 - December 1996
CCH Computax February 1988 - January 1992
Skills
SaaS, Closing Deals, Territory Planning, Solution Selling, Sales Management, International Sales, Cultural Awareness, Diversity & Inclusion, Channel Partners, System Integrators, Hunter, Delivering Results, Attrition Reduction, Operating Budgets, Software Procurement, Master Agreements, SOW, Technology..., Compensation Structure..., Quota Setting, Social Media Integration, Brand Architecture, Revenue Recognition, International..., Licensing Negotiations, Direct Sales, Team Leadership, Enterprise Software, Business Intelligence, New Business Development, Customer Satisfaction, Team Building, B2B, Negotiation, Account Management, Professional Services, Technology Evangelist, Sales Operations, Analytics, Strategy, Start-ups, Entrepreneurship, Business Development, Selling, Strategic Partnerships, Management, Marketing Strategy, Deal Closure, Compensation Structures, CRM
Education
The University of Texas at Austin 1983 — 1988
Bachelor's Degree, Psychology / Marketing
Various Places July 2014 - Present
Robert Remick Consulting December 2012 - July 2014
SIS New England, LLC January 2012 - December 2012
Grace-Hunt, LLC June 2004 - December 2011
Surebridge, Inc. 2000 - 2004
Pinnacle Information Solutions December 1992 - December 2000
Computer Language Research April 1988 - December 1992
Joel Goldberg, CPA April 1984 - February 1986
MSPCA 1982 - 1984
CCH Computax January 1977 - April 1982
Skills
Microsoft Dynamics, Financials, Microsoft Dynamics SL, Business Intelligence, ERP, Crystal Reports, SharePoint, Software Implementation, Professional Services, Business Process, Business Analysis, Microsoft SQL Server
Education
Northeastern University 1976 — 1978
Bachelor of Science (B.S.), Accounting
Suna Solutions October 2011 - Present
Websense Inc December 2000 - August 2011
Epicor Software Corp June 1998 - December 2000
Computer Associates May 1989 - June 1998
Chipsoft, Inc August 1987 - May 1989
Datastream January 1987 - August 1987
Self-Employed October 1986 - January 1987
Prism Systems September 1984 - October 1986
CCH Computax October 1983 - August 1984
Skills
Perforce, Enterprise Software, Agile Methodologies, Cloud Computing, SaaS, Linux, Scrum, Unix, Software Engineering, Quality Assurance, Perl, Scalability, Software Quality..., Software Documentation, Technical Documentation, SQL, Agile Project Management, Test Planning, Test Cases
Education
New Hampshire College 1982 — 1983
credits toward MBA, Management Information Systems
Plymouth State University 1972 — 1976
BS, Mathematics
Harrasment Entertainment 2008 - Present
Phoulish Productions January 2007 - Present
Phoulz Inc. 1999 - Present
CorpTax September 2007 - January 2009
CCH Computax August 1986 - May 1995
Skills
Creative Direction, Entertainment, Music Industry, Film, Art, Recording, Music Publishing, A&R, Music Production, Songs, Songwriting
Education
California State University-Long Beach 1973 — 1979
Bachelor of Arts (BA), Political Science and Government
Los Angeles Southwest College 1975 — 1977
Associate of Arts (A.A.), General Studies
Serco - North America November 2009 - Present
CULA and LHPH June 2003 - November 2009
Winresources January 1996 - January 2003
Chart House Enterprises March 1993 - December 1996
CCH Computax January 1990 - January 1992
Skills
Microsoft SQL Server, .NET, Business Intelligence, Software Development, Web Services
Education
University of California, Santa Barbara 1986 — 1989
Bachelor of Arts, Computer Science
Verizon Wireless December 2001 - Present
Agilent Technologies 2000 - 2001
Apple Computer 1998 - 2001
Honeywell 1996 - 1998
TRW 1991 - 1996
CCH Computax 1987 - 1991
Skills
Employee Relations, Employment Law, Temporary Placement, Project Management, Performance Management, Change Management, Workshop Facilitation, College Recruiting, Career Development, Talent Acquisition, Applicant Tracking..., Talent Management, Onboarding, Conflict Resolution, Recruiting, Human Resources, Succession Planning, Workforce Planning
Education
California State University-Fullerton 1976 — 1981
B.A., Communications
Azusa Pacific University
MA HRD, Human Resources
University of California, Davis
PricewaterhouseCoopers 1998 - 2003
Wilshire Associates 1993 - 1997
CCH Computax 1992 - 1993
Education
Purdue University - Krannert School of Management 1997 — 1999
Master, Human Resource Management
Prairie View A&M University 1988 — 1992
Bachelor of Business Administration, Business Administration
William J Dove, an Accountancy Corp January 1999 - Present
Parks, Palmer, Turner & Yemenidjian January 1989 - December 1998
CCH Computax August 1983 - December 1988
Skills
Quickbooks, An Advocate for Clients, Tax Research, Tax Audits, Corporate Tax, Partnership Taxation, Tax Return Preparation, Individual Taxation, Payroll Taxes, Estate Tax Planning, Tax, Tax Preparation, Estate Planning, Financial Planners, Tax Accounting
Education
Golden Gate University 1986 — 1987
Masters
California State University-Los Angeles 1978 — 1981
Bachelor of Science
LegalShield April 2005 - Present
LegalShield(SM) April 2005 - Present
Velur 2003 - 2006
IMMS 1999 - 2005
Computer Sciences Corporation 1991 - 1994
CCH Computax 1988 - 1991
Skills
Public Speaking, Legal Assistance, Small Business, Entrepreneurship, Insurance, Networking, Workers Compensation, Identity Theft, Social Networking, Identity Theft Shield, Time Management, Living Will, Legal Service, Wills, Powers of Attorney, Access to Justice, Personal Injury, Litigation Support, Courts, Real Estate, Legal Issues, Litigation, Intellectual Property, Commercial Litigation, Pre-Paid Legal Services, Notary Public, Foreclosure Defense, Family Law, Commercial Real Estate, Bankruptcy, Real Estate Transactions, Civil Litigation, Foreclosures, Contract Negotiation, LLC, Traffic Offenses, Legal Documents, Real Property, Trials, Document Review, Home Based Business, Legal Solutions Plus, Legal Support Services, Justice, Liability, Employee Benefits, Sales, Team Building, Marketing, Customer Service
Education
The University of Texas at Austin 1976 — 1981
BA, Psychology, English, Pre-Med
W T White High School - Dallas, TX 1973 — 1976
Diploma
Primitive Logic July 2014 - Present
The Capital Group Companies April 1996 - March 2014
Jefferies an Companies August 1994 - April 1996
Epson America July 1989 - August 1994
American Medical International August 1986 - August 1989
CCH Computax October 1982 - August 1986
Skills
IT Strategy, Enterprise Architecture, Business Analysis, Requirements Analysis, IT Management, SDLC, IT Operations, Vendor Management, ITIL, Business Process..., Visio, Disaster Recovery, Agile Methodologies, Virtualization, SQL, Outsourcing, Process Improvement, Data Warehousing, Leadership
Education
University of California, Los Angeles
Computer and Information Sciences and Support Services
Pearson 1997 - Present
Edward Don & Company August 1993 - March 1997
CCH Computax 1991 - 1993
Skills
Employee Relations, Human Resources, Performance Management, Deferred Compensation, Employee Benefits, Onboarding, Management, Benefits Administration, Leadership, HRIS, Employee Engagement, Compensation & Benefits, Temporary Placement, Training, Recruiting, Job Descriptions, Hiring, Talent Management, Career Development, Leadership Development, Team Building, Organizational..., Succession Planning
Education
Loyola University Chicago 1991 — 1993
MS, Human Resources
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Psychology
Wells Fargo Private Bank May 2008 - Present
Stanford Mortgage 2005 - 2007
NextCard September 2000 - May 2002
FICO June 1998 - September 2000
Experian 1996 - 1998
Toyota Financial Services June 1994 - June 1996
CCH Computax April 1987 - July 1992
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Loan Origination, Refinance, Mortgage Underwriting, Home Equity, Investments, Residential Mortgages, Credit, Credit Analysis, FHA financing, Commercial Lending, VA loans, Underwriting, Lines Of Credit, Real Estate, Non-Conforming, USDA, Banking, First Time Home Buyers, Real Estate Financing, Construction Loans, Awesomeness, General Awesomeness
Education
The Ohio State University 1992 — 1994
MBA, Business
Humboldt State University 1982 — 1986
BA, Economics
My next company January 2014 - Present
CCH Refunds Today May 2011 - January 2014
CCH Incorporated November 1983 - September 2007
Tax Analyst and Tax Programmer January 1997 - January 2007
CCH Incorporated January 1983 - January 2007
CCH ProSystem FX January 1994 - January 1997
CCH 1040 Solutions January 1993 - January 1994
CCH Computax January 1989 - January 1992
CCH Computax January 1983 - January 1992
CCH Computax January 1987 - January 1989
Skills
Tax, Income Tax, Tax Preparation, Accounting, Fixed Assets, Tax Returns, S Corporations, ProSystem fx Tax, Preparation, State Tax, QuickBooks, Financial Statements, Bookkeeping, Account Reconciliation, Bank Reconciliation, Taxations, Journal Entries, Accounts Receivable
Education
Long Island University, C.W. Post Campus 1977 — 1978
MS, Accounting
Lehman College of the City University of New York
B.A, Economics
Roth Graduate School of Accountancy, Long Island University
M.S, Accounting
Capital Group April 2005 - Present
Capital Group October 1997 - March 2005
Kaiser Permanente 1995 - 1997
Kaiser Permanente 1991 - 1995
CCH Computax 1990 - 1991
GTE Data Services 1984 - 1989
Skills
Project Management, SDLC, Requirements Analysis, Requirements Gathering, Business Analysis
Education
University of California, Los Angeles
BS, Math/Computer Science
Carefusion January 2010 - January 2014
CompassLearning July 1989 - December 2001
CSC - Computer Sciences Corporation June 1987 - January 1989
Institute Of Modern Procedures March 1985 - June 1987
CCH Computax January 1979 - January 1985
Skills
Testing, Software Documentation, Quality Assurance, Medical Devices
Education
San Diego State University-California State University
Bachelor's Degree, Mathematics
San Diego State University-California State University
Master's Degree, Mathematics
Jaffe, Raitt, Heuer & Weiss, P.C. 2007 - 2014
Herrick, Feinstein LLP 1997 - 2006
Bathgate Wegener & Wolf 1995 - 1997
Bernstein Litowitz Berger & Grossman April 1994 - May 1995
CCH Computax June 1989 - January 1991
AFM Local #47 1976 - 1991
Skills
Legal Research, Litigation, Litigation Support, Civil Litigation, Westlaw, PACER, Legal Writing, Commercial Litigation, Product Liability, Courts, Trials, Legal Assistance, Appeals, Arbitration, Family Law, Corporate Law
Education
University of California, Los Angeles 1989 — 1990
Paralegal Certificate, with Honors, Litigation
University of Michigan
Music Performance-Violoncello
Pentel of America, Ltd. July 2001 - Present
CCH Computax 1990 - 1993
TC/ATE/Ryder 1988 - 1990
Education
California State University-Dominguez Hills 1982 — 1995
B.S., Business Management
California Polytechnic State University-San Luis Obispo 1987 — 1988
AA, English
Intuit July 2004 - September 2012
ExacTax Inc August 2003 - April 2004
Bank of America March 1998 - December 2001
Continental Graphics January 1993 - February 1998
CCH Computax September 1988 - June 1992
Skills
COBOL II/CICS/VSAM,..., MVS/JCL/TSO, ISPF,..., Agile Methodologies, Software Quality..., Software Development, Test Automation, Test Planning, Testing, Regression Testing, Test Cases, Income Tax, Eclipse, Scrum, Agile Project Management, Analysis, Software Engineering, Program Management, Software Documentation
Education
Kean University 1984 — 1986
Bachelor's Degree, Computer Science
Tamsui Oxford College
A.A, Management Administration
Analyte Health November 2011 - November 2013
Wheels, Inc. May 1991 - December 2008
Ernst & Young January 1989 - July 1990
CCH Computax 1986 - 1989
Skills
Vendor Management, Customer Satisfaction, Operations Management, Customer Service, Team Building, Process Improvement, Account Management, Change Management, Leadership, Call Center, Project Management, CRM, Fleet Management, Management, Business Analysis, Team Leadership, Human Resources, Project Planning, Budgets, Training, Negotiation, Time Management, Salesforce.com, Sales, Strategy, Cross-functional Team..., Performance Management, Coaching, Customer Retention, Strategic Planning, Analysis, Start-ups, Outsourcing, Business Development, Product Management, P&L Management, New Business Development, Team Management, Call Centers
Education
Northeastern Illinois University 1981 — 1985
BA, Psychology - Industrial
Noble TouchStar September 2009 - Present
Noble Systems September 2009 - January 2010
Touchstar Software May 2008 - August 2009
Touchstar Software June 2004 - May 2008
RISO, Inc. June 2002 - June 2004
PrintSoft Americas, Inc. June 2001 - June 2002
Document Network of Colorado June 1993 - June 2001
CCH Computax December 1976 - June 1993
Skills
Solution Selling, Call Center, Vendor Management, Direct Sales, Management, SaaS, Unified Communications, IVR, Servers, UCM, Telephony, Contact Centers, SIP, Salesforce.com, SIP Trunking, Channel, CRM, Cisco Technologies, Integration, Disaster Recovery, Process Improvement, Sales Management, Customer Experience, Account Management, Customer Service, Lead Generation, Sales Engineering, Project Management, Professional Services, Enterprise Software, VoIP, Telecommunications, Cloud Computing, Managed Services, Networking, CTI, Pre-sales, Data Center, Outsourcing, Avaya, Call Logging
Education
Southern Illinois University, Carbondale 1970 — 1975
Marketing, Business, Computer Science
SkillSoft Regional Account ExecutiveSkillsoft Corporation2001 - 2007
Skillsoft Corporation 2001 - 2007
CCH Computax 1982 - 1990
Education
Briar Cliff University 1966 — 1970
BA, Business Administration
Heelan High School 1961 — 1965
Diploma
Emedapps, Inc September 2006 - Present
Carlson Solutions January 2001 - February 2002
New Resources Corporation May 1997 - January 2001
In-Flight Phone Corporation September 1994 - May 1997
CCH Computax June 1989 - September 1994
Skills
Microsoft SQL Server, Integration, EHR, SaaS, Cloud Computing, EMR, CRM, Business Intelligence, Managed Services, Professional Services, Software Development, IT Strategy, Product Management, SDLC, Databases, Information Technology, Vendor Management, Telecommunications, Enterprise Architecture, Troubleshooting, Firewalls, ERP
Education
DePaul University 1984 — 1989
BS, Accounting, Music
Oswego High School 1980 — 1984
High School, College Prep
TRIOSE, Inc August 2011 - Present
Reinsel Kuntz Lesher LLP September 1994 - April 2012
CCH Computax December 1987 - August 1994
Skills
Income Tax, Corporate Tax, Accounting, Cash Flow, Tax, Financial Analysis, Strategic Financial..., Mergers, General Ledger, Financial Reporting, Internal Controls, Financial Statements
Education
George Mason University 1987 — 1990
MS, Information Systems
Albright College 1974 — 1976
BS, Accounting
Kunio Okui, CPA June 1976 - Present
Castro Valley Sanitary District July 2014 - October 2014
Castro Valley Unified School District November 1991 - November 2012
CCH Computax June 1976 - February 1979
Skills
Income Tax, CPA, Preparation, Public Speaking, Microsoft Word, PowerPoint, Research, Teaching, Microsoft Office, Strategic Planning, Fundraising
Education
California State University-Northridge 1966 — 1969
Bachelor's Degree, Business Administration, Accounting
Los Angeles Valley College 1963 — 1966
Associate of Arts, Business Administration
Metal Window Corp Systems ProgrammerPacific Stock ExchangeSeptember 1989 - July 2005
CCH Computax August 1977 - September 1989
Skills
IBM Mainframe, Unix, Assembler, Routers, Customer Support, PL/1, C, Networking
Education
UCLA 1981 — 1995
Computer Science
Closets Consignments January 1998 - Present
Riverside Theatre August 1991 - January 1995
CCH Computax January 1977 - April 1990
Skills
Social Media Marketing, Marketing, Small Business, Marketing Strategy, Social Media
Education
CCC 1981 — 1984
AABS
Lindsey Wilson College
attended, English
Ace Hardware January 2011 - Present
AlliedBarton Security Services September 1994 - January 2001
CCH Computax April 1986 - July 1993
Education
Eastern Kentucky University
Altisource Labs August 2015 - Present
Zenith Education Group August 2013 - June 2015
Corinthian Colleges 1998 - August 2013
Software AG 1993 - 1998
CCH Computax 1986 - 1993
Automobile Club of Southern California 1981 - 1986
Skills
Business Analysis, Leadership, Project Management, Data Analysis, Requirements Analysis, Software Development, Software Testing, Business Intelligence, UAT Coordination, Data Modeling, Business Process Design, Management, TIBCO Business Studio, Software Project..., Quality Assurance, Data Warehousing, Database Administration, Team Leadership, Visio, SDLC, Process Improvement, Software Documentation, Microsoft Excel, Training, Consulting, Microsoft SQL Server, SQL, Business Process..., SharePoint, Team Building, Student Financial Aid, Higher Education, ETL Tools, Systems Analysis, Cross-functional Team...
Education
UC Irvine 1999 — 2003
BS, Biology
California State University-Long Beach
Wolters Kluwer Financial Services Support Manager for CCH ProSystem fx Tax and AccountingManager, Software SupportCCH Tax & Accounting; Wolters Kluwer Tax & AccountingAugust 2000 - Present
CCH Computax August 1986 - August 1995
Ernst & Whinney January 1984 - August 1986
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Analysis, Corporate Tax, Income Tax, Financial Accounting, SaaS
Education
University of Idaho 1975 — 2000
Bachelor of Science (B.S.), Accounting
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Vertex Staffing January 2014 - Present
Instrumentation Laboratory May 1994 - May 2013
Fantasma Toys (formerly Fantasma, Inc) January 1994 - January 1995
CCH Computax February 1987 - October 1992
Education
Floral Design Institute 2004 — 2006
Certificate, Floral Design
Shawsheen Valley Regional Vocational Technical School 1983 — 1987
Certificate, Business Information Services
OptumHealth June 2005 - Present
United Cerebral Palsy New York City March 1995 - September 2002
CCH Computax November 1992 - May 1995
Skills
Psychology, Income Tax, Parties
Education
SUNY Stony Brook
Applied Psychology