Chilton & Medley
Description
Address: 2600 Meidinger Tower,W Main St # 2300,Jefferson County, 462 S 4th St, Louisville, KY 40202 Phone: (888) 587-1719Place name: Website: : : : Category: Hours: : : : Website: http://www.mcmcpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mountjoy Chilton & Medley: Kerrick Steve CPA Posting publicly on the Web Write a review Reviews Be the first to review
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Chilton & Medley Employees
Employee
Years
Job
Industry
Edward Minn, CFA Edward Minn, CFA's Chilton & Medley Experience September 2001 - September 2003
Job Equity Analyst at Weatherbie Capital, LLC
Industry Investment Management
Experience
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Eliyah Tashiro, CPA Eliyah Tashiro, CPA's Chilton & Medley Experience January 2008 - April 2008
Job Manager at Sunera LLC
Industry Financial Services
Experience
Sunera LLC October 2014 - Present
Deloitte August 2014 - October 2014
Deloitte August 2012 - August 2014
PwC November 2011 - August 2012
Deloitte September 2010 - October 2011
Deloitte & Touche January 2010 - September 2010
Longhorn Steakhouse October 2006 - February 2010
Indiana University Southeast 2008 - 2009
Deloitte & Touche June 2008 - August 2008
Chilton & Medley January 2008 - April 2008
Skills
Certified Public..., Excel, Word, Accounting, Auditing, Insurance, Financial Audits, Microsoft Word, Microsoft Excel, CPA, Employee Benefits, Financial Modeling, Human Resources
Education
Indiana University-Southeast 2006 — 2009
BS, Accounting
Indiana University-Southeast 2006 — 2009
Bachelors, Accounting
Sunera LLC October 2014 - Present
Deloitte August 2014 - October 2014
Deloitte August 2012 - August 2014
PwC November 2011 - August 2012
Deloitte September 2010 - October 2011
Deloitte & Touche January 2010 - September 2010
Longhorn Steakhouse October 2006 - February 2010
Indiana University Southeast 2008 - 2009
Deloitte & Touche June 2008 - August 2008
Chilton & Medley January 2008 - April 2008
Skills
Certified Public..., Excel, Word, Accounting, Auditing, Insurance, Financial Audits, Microsoft Word, Microsoft Excel, CPA, Employee Benefits, Financial Modeling, Human Resources
Education
Indiana University-Southeast 2006 — 2009
BS, Accounting
Indiana University-Southeast 2006 — 2009
Bachelors, Accounting
Darnell McCoy's Chilton & Medley Experience February 2007 - May 2007
Job Assistant Jefferson County Attorney, Civil
Industry Legal Services
Experience
Louisville Metro Government 2012 - Present
Kentucky Administrative Office of the Courts October 2010 - February 2012
Chilton & Medley February 2007 - May 2007
Skills
Compliance, Civil Litigation, Administrative Law, Tax Accounting
Education
University of Kentucky College of Law 2007 — 2010
Juris Doctor (J.D.)
University of Louisville 2005 — 2007
Bachelor's Degree, Accounting and Finance
Louisville Metro Government 2012 - Present
Kentucky Administrative Office of the Courts October 2010 - February 2012
Chilton & Medley February 2007 - May 2007
Skills
Compliance, Civil Litigation, Administrative Law, Tax Accounting
Education
University of Kentucky College of Law 2007 — 2010
Juris Doctor (J.D.)
University of Louisville 2005 — 2007
Bachelor's Degree, Accounting and Finance
Brad Cropper, CPA, MBA's Chilton & Medley Experience January 2007 - November 2009
Job at
Industry Accounting
Experience
Sazerac Company June 2014 - Present
Mountjoy Chilton Medley LLP September 2012 - June 2014
Mountjoy Chilton Medley, LLP November 2009 - September 2012
Chilton & Medley January 2007 - November 2009
Atria Senior Living Group August 2004 - December 2006
Skills
GAAP, Accounting, Auditing, Financial Reporting, CPA, General Ledger
Education
Bellarmine University 2006 — 2007
Masters, Business Administration
Bellarmine University 2003 — 2007
B.A., Accounting
Trinity High School
Trinity High School
Sazerac Company June 2014 - Present
Mountjoy Chilton Medley LLP September 2012 - June 2014
Mountjoy Chilton Medley, LLP November 2009 - September 2012
Chilton & Medley January 2007 - November 2009
Atria Senior Living Group August 2004 - December 2006
Skills
GAAP, Accounting, Auditing, Financial Reporting, CPA, General Ledger
Education
Bellarmine University 2006 — 2007
Masters, Business Administration
Bellarmine University 2003 — 2007
B.A., Accounting
Trinity High School
Trinity High School
Jenny Coombs's Chilton & Medley Experience September 2000 - October 2003
Job Office Manager at Lear Machining
Industry Accounting
Experience
Lear Machining October 2012 - Present
Larry E. Nunn & Associates January 2011 - April 2012
Mountjoy Chilton Medley LLP June 2006 - August 2010
Northrop Grumman (Utah) March 2004 - April 2006
STSN (now iBAHN) October 2003 - February 2004
Chilton & Medley September 2000 - October 2003
Skills
Accounting, Tax, Microsoft Excel, Auditing, Internal Controls, GAAP, QuickBooks, General Ledger
Education
Georgetown College 1996 — 2000
B.S., Accounting
Lear Machining October 2012 - Present
Larry E. Nunn & Associates January 2011 - April 2012
Mountjoy Chilton Medley LLP June 2006 - August 2010
Northrop Grumman (Utah) March 2004 - April 2006
STSN (now iBAHN) October 2003 - February 2004
Chilton & Medley September 2000 - October 2003
Skills
Accounting, Tax, Microsoft Excel, Auditing, Internal Controls, GAAP, QuickBooks, General Ledger
Education
Georgetown College 1996 — 2000
B.S., Accounting
Jonathan Stetar Jonathan Stetar's Chilton & Medley Experience September 2003 - February 2009
Job Manager, International Tax at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman February 2012 - Present
Discovery Communications February 2011 - February 2012
Discovery Communications August 2009 - February 2011
Swart, Lalande & Associates, P.C. March 2009 - August 2009
Chilton & Medley September 2003 - February 2009
Skills
Transfer Pricing, International Tax, International Tax..., Tax, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, CPA, GAAP, Tax Accounting, Tax Research, Financial Planners, Tax Advisory, Accounting, Auditing, Financial Reporting, SEC filings, US GAAP, Tax Law
Education
University of Denver - Sturm College of Law 2002 — 2003
MT, Tax
Bellarmine University 1998 — 2002
BA, Accounting
Brown-Forman February 2012 - Present
Discovery Communications February 2011 - February 2012
Discovery Communications August 2009 - February 2011
Swart, Lalande & Associates, P.C. March 2009 - August 2009
Chilton & Medley September 2003 - February 2009
Skills
Transfer Pricing, International Tax, International Tax..., Tax, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, CPA, GAAP, Tax Accounting, Tax Research, Financial Planners, Tax Advisory, Accounting, Auditing, Financial Reporting, SEC filings, US GAAP, Tax Law
Education
University of Denver - Sturm College of Law 2002 — 2003
MT, Tax
Bellarmine University 1998 — 2002
BA, Accounting
Andrea K. Yorgy, CPA, MBA's Chilton & Medley Experience January 2003 - October 2006
Job Controller Louisville Distilling Company LLC
Industry Accounting
Experience
Louisville Distilling Company (Angel's Envy Bourbon) September 2014 - Present
Miller Transportation April 2014 - August 2014
Mountjoy Chilton Medley LLP November 2010 - April 2014
DMLO October 2006 - November 2010
Chilton & Medley January 2003 - October 2006
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, Accounting, Accessibility, Financial Accounting, Account Management, Compilation, Financial Advice, Small Business, Manufacturing, Research, Supervisory Experience, Personal Finance, Excel, Word, CCH, Depreciation, Tax Credits, Research Analysis, Teaching Skills, PowerPoint, Data Analysis, Financials, Social Media, Quickbooks, Retail, Real Estate, Customer Service, Problem Solving, Quality Assurance, Teamwork, Team Leadership, QuickBooks, Microsoft Excel, Microsoft Word, Financial Reporting, Financial Analysis, GAAP, Tax
Education
Bellarmine University 2001 — 2003
MBA, Business
Bellarmine University 1998 — 2002
BA, Accounting
Louisville Distilling Company (Angel's Envy Bourbon) September 2014 - Present
Miller Transportation April 2014 - August 2014
Mountjoy Chilton Medley LLP November 2010 - April 2014
DMLO October 2006 - November 2010
Chilton & Medley January 2003 - October 2006
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, Accounting, Accessibility, Financial Accounting, Account Management, Compilation, Financial Advice, Small Business, Manufacturing, Research, Supervisory Experience, Personal Finance, Excel, Word, CCH, Depreciation, Tax Credits, Research Analysis, Teaching Skills, PowerPoint, Data Analysis, Financials, Social Media, Quickbooks, Retail, Real Estate, Customer Service, Problem Solving, Quality Assurance, Teamwork, Team Leadership, QuickBooks, Microsoft Excel, Microsoft Word, Financial Reporting, Financial Analysis, GAAP, Tax
Education
Bellarmine University 2001 — 2003
MBA, Business
Bellarmine University 1998 — 2002
BA, Accounting
Cindy Schneider's Chilton & Medley Experience 2005 - 2007
Job Tax Manager at Vantiv
Industry Accounting
Experience
Vantiv March 2013 - Present
National Processing Company May 2007 - March 2013
Chilton & Medley 2005 - 2007
Harding Shymanski & Co. 1999 - 2005
Price Waterhouse Coopers 1997 - 1999
Carpenter & Mountjoy 1995 - 1996
Skills
Oracle E-Business Suite, Microsoft Excel, Microsoft Word, CCH Intelliconnect, CCH ProSystem fx, UltraTax, Lacerte, Bookkeeping, Financial Accounting, QuickBooks, Corporate Tax, Tax Accounting, Personal Income Tax..., State Tax, Customer Service, Fixed Asset Depreciation, State Tax Planning, Corporate Tax Planning, Accounting, Financial Analysis, Financial Reporting, Tax, Financial Statements
Education
University of Louisville 1989 — 1995
BSBA, Accounting/Equine Administration
Vantiv March 2013 - Present
National Processing Company May 2007 - March 2013
Chilton & Medley 2005 - 2007
Harding Shymanski & Co. 1999 - 2005
Price Waterhouse Coopers 1997 - 1999
Carpenter & Mountjoy 1995 - 1996
Skills
Oracle E-Business Suite, Microsoft Excel, Microsoft Word, CCH Intelliconnect, CCH ProSystem fx, UltraTax, Lacerte, Bookkeeping, Financial Accounting, QuickBooks, Corporate Tax, Tax Accounting, Personal Income Tax..., State Tax, Customer Service, Fixed Asset Depreciation, State Tax Planning, Corporate Tax Planning, Accounting, Financial Analysis, Financial Reporting, Tax, Financial Statements
Education
University of Louisville 1989 — 1995
BSBA, Accounting/Equine Administration
Chris Fears's Chilton & Medley Experience May 2002 - November 2002
Job Controller at BF Companies
Industry Accounting
Experience
BF Companies November 2013 - Present
Family & Children's Place June 2011 - Present
Home of the Innocents June 2010 - Present
Crowe Horwath LLP October 2003 - November 2013
Deloitte November 2002 - October 2003
Chilton & Medley May 2002 - November 2002
Arthur Andersen LLP May 1997 - May 2002
Providian Corporation June 1995 - December 1996
Skills
Auditing, SAS70, Accounting System, Accounting, CPA, Financial Statements, Financial Reporting, GAAP, Internal Controls, SEC filings, Private Equity, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Finance, Financial Modeling, External Audit, Assurance, Sarbanes-Oxley, Forensic Accounting, Consolidation, Tax Accounting, Income Tax, Internal Audit, General Ledger, Cash Flow, Variance Analysis
Education
Bellarmine University 1993 — 1997
BA, Accounting
St. Xavier High School 1989 — 1993
St. Bernard 1981 — 1989
BF Companies November 2013 - Present
Family & Children's Place June 2011 - Present
Home of the Innocents June 2010 - Present
Crowe Horwath LLP October 2003 - November 2013
Deloitte November 2002 - October 2003
Chilton & Medley May 2002 - November 2002
Arthur Andersen LLP May 1997 - May 2002
Providian Corporation June 1995 - December 1996
Skills
Auditing, SAS70, Accounting System, Accounting, CPA, Financial Statements, Financial Reporting, GAAP, Internal Controls, SEC filings, Private Equity, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Finance, Financial Modeling, External Audit, Assurance, Sarbanes-Oxley, Forensic Accounting, Consolidation, Tax Accounting, Income Tax, Internal Audit, General Ledger, Cash Flow, Variance Analysis
Education
Bellarmine University 1993 — 1997
BA, Accounting
St. Xavier High School 1989 — 1993
St. Bernard 1981 — 1989
Molly Sutherland's Chilton & Medley Experience September 2002 - May 2006
Job President at Sutherland & Associates
Industry Management Consulting
Experience
Sutherland & Associates 2006 - Present
Housewarmings September 2006 - September 2007
Chilton & Medley September 2002 - May 2006
Skills
Strategic Planning, Marketing Strategy, Team Leadership, Team Management, Teaching, Lean Thinking, Lean Transformation, Lean Operations, Leadership Development, Lead Generation, Thought Leadership, Workflow Management, Business Workflows, Business Analysis, Business Process, Business Process..., Start-ups, Organizational..., Management Consulting, Vendor Management, Leadership, Management, Marketing, Program Management, Strategy, Executive Coaching, Entrepreneurship, Team Building, Training, Cross-functional Team..., Business Planning, Consulting, Customer Service, Operations Management, Strategic Partnerships, Business Strategy, Change Management, Strategic Consulting, Performance Management, Organizational..., Sales Management, Employee Engagement, Strategic Thinking, Talent Management, Organizational..., Marketing Communications, Sales, Employee Training, Public Speaking, Strategic Communications
Education
Bellarmine University 2000 — 2002
EMBA, Business
Assumption High School
Eastern Kentucky University
Bachelor of Applied Science (B.A.Sc.), Secondary Education
Sutherland & Associates 2006 - Present
Housewarmings September 2006 - September 2007
Chilton & Medley September 2002 - May 2006
Skills
Strategic Planning, Marketing Strategy, Team Leadership, Team Management, Teaching, Lean Thinking, Lean Transformation, Lean Operations, Leadership Development, Lead Generation, Thought Leadership, Workflow Management, Business Workflows, Business Analysis, Business Process, Business Process..., Start-ups, Organizational..., Management Consulting, Vendor Management, Leadership, Management, Marketing, Program Management, Strategy, Executive Coaching, Entrepreneurship, Team Building, Training, Cross-functional Team..., Business Planning, Consulting, Customer Service, Operations Management, Strategic Partnerships, Business Strategy, Change Management, Strategic Consulting, Performance Management, Organizational..., Sales Management, Employee Engagement, Strategic Thinking, Talent Management, Organizational..., Marketing Communications, Sales, Employee Training, Public Speaking, Strategic Communications
Education
Bellarmine University 2000 — 2002
EMBA, Business
Assumption High School
Eastern Kentucky University
Bachelor of Applied Science (B.A.Sc.), Secondary Education
David Wheat David Wheat's Chilton & Medley Experience September 1997 - May 2000
Job Manager of Risk and Internal Control at Citizens Property Insurance Corporation
Industry Insurance
Experience
Citizens Property Insurance Corporation December 2014 - Present
RV Horizons December 2013 - November 2014
Old Republic International October 2011 - November 2013
various churches in Florida & Kentucky. September 1997 - July 2011
Chilton & Medley September 1997 - May 2000
Spalding University January 1998 - April 2000
Sullivan College September 1997 - December 1997
Clayton Homes, Inc. November 1993 - August 1997
Phillips Colleges, Inc. April 1991 - December 1993
Ernst & Young September 1985 - April 1991
Skills
Accounting, Auditing, Internal Audit, CPA, Financial Reporting, Finance, Internal Controls, Budgets, Sarbanes-Oxley Act, Managerial Finance, Insurance, Coaching, Microsoft Excel, Strategic Planning, Risk Management, Public Speaking, CPCU, Process Improvement, Biblical Teaching, Preaching
Education
Samford University 1982 — 1985
MBA
University of Alabama 1977 — 1980
BS, Accounting
Southern Baptist Theological Seminary
DMin / MDiv, Church Growth, Evangelism, & Missions / Theology
Citizens Property Insurance Corporation December 2014 - Present
RV Horizons December 2013 - November 2014
Old Republic International October 2011 - November 2013
various churches in Florida & Kentucky. September 1997 - July 2011
Chilton & Medley September 1997 - May 2000
Spalding University January 1998 - April 2000
Sullivan College September 1997 - December 1997
Clayton Homes, Inc. November 1993 - August 1997
Phillips Colleges, Inc. April 1991 - December 1993
Ernst & Young September 1985 - April 1991
Skills
Accounting, Auditing, Internal Audit, CPA, Financial Reporting, Finance, Internal Controls, Budgets, Sarbanes-Oxley Act, Managerial Finance, Insurance, Coaching, Microsoft Excel, Strategic Planning, Risk Management, Public Speaking, CPCU, Process Improvement, Biblical Teaching, Preaching
Education
Samford University 1982 — 1985
MBA
University of Alabama 1977 — 1980
BS, Accounting
Southern Baptist Theological Seminary
DMin / MDiv, Church Growth, Evangelism, & Missions / Theology
Greg Maudlin's Chilton & Medley Experience January 2003 - July 2007
Job Chief Financial Officer at N. Glantz & Son
Industry Warehousing
Experience
N. Glantz & Son July 2007 - Present
Chilton & Medley January 2003 - July 2007
RJ Pile, LLC June 2001 - January 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Corporate Finance, Budgeting, Corporate Tax, Process Improvement, Microsoft Office, Excel, Word, Financial Accounting, PowerPoint, Forecasting, Auditing, Strategic Planning, Risk Management, US GAAP, Finance, Leadership, Internal Controls, GAAP, General Ledger, Cash Flow, Accounts Receivable, CPA, Budgets
Education
Indiana University-Southeast 1996 — 2001
Bachelors, Accounting
N. Glantz & Son July 2007 - Present
Chilton & Medley January 2003 - July 2007
RJ Pile, LLC June 2001 - January 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Management, Corporate Finance, Budgeting, Corporate Tax, Process Improvement, Microsoft Office, Excel, Word, Financial Accounting, PowerPoint, Forecasting, Auditing, Strategic Planning, Risk Management, US GAAP, Finance, Leadership, Internal Controls, GAAP, General Ledger, Cash Flow, Accounts Receivable, CPA, Budgets
Education
Indiana University-Southeast 1996 — 2001
Bachelors, Accounting
Todd Rosenbaum's Chilton & Medley Experience 2002 - 2009
Job Partner, Mountjoy Chilton Medley LLP ("MCM")
Industry Accounting
Experience
Mountjoy Chilton Medley LLP June 2002 - Present
Mountjoy Chilton Medley, LLP 2002 - Present
Speed Art Museum 2014 - 2015
Speed Art Museum 2014 - 2015
BCx 2009 - 2014
Habitat for Humanity - Louisville 2007 - 2010
Chilton & Medley 2002 - 2009
Rainmaker 2006 - 2008
Arthur Andersen January 1994 - May 2002
Andersen (Arthur Andersen) 1994 - 2002
Skills
Auditing, Financial Accounting, GAAP, Internal Controls, Insurance, Tax, Accounting, Leadership, IT Audit, Finance, COSO ERM, Financial Reporting, CPA, SEC filings
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Accounting
Mountjoy Chilton Medley LLP June 2002 - Present
Mountjoy Chilton Medley, LLP 2002 - Present
Speed Art Museum 2014 - 2015
Speed Art Museum 2014 - 2015
BCx 2009 - 2014
Habitat for Humanity - Louisville 2007 - 2010
Chilton & Medley 2002 - 2009
Rainmaker 2006 - 2008
Arthur Andersen January 1994 - May 2002
Andersen (Arthur Andersen) 1994 - 2002
Skills
Auditing, Financial Accounting, GAAP, Internal Controls, Insurance, Tax, Accounting, Leadership, IT Audit, Finance, COSO ERM, Financial Reporting, CPA, SEC filings
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Accounting
Erin Truelsen's Chilton & Medley Experience 2003 - 2004
Job Associate Tax Manager at Yum! Brands
Industry Accounting
Experience
Yum! Brands July 2006 - Present
Chilton & Medley 2003 - 2004
Arthur Andersen 1997 - 2001
Education
Indiana University-Southeast 1993 — 1997
Yum! Brands July 2006 - Present
Chilton & Medley 2003 - 2004
Arthur Andersen 1997 - 2001
Education
Indiana University-Southeast 1993 — 1997
Jimmy Blandford, CPA's Chilton & Medley Experience June 2001 - May 2003
Job Partner at Klump & Blandford, PSC
Industry Accounting
Experience
Klump & Blandford, PSC September 2013 - Present
RBT Services, Inc March 2013 - September 2013
Humana August 2012 - March 2013
Meritrust Wealth Management October 2006 - March 2012
Ramsey Financial May 2003 - September 2006
Chilton & Medley June 2001 - May 2003
Skills
Compliance, Financial Management, Accounting, Wealth Management, Financial Analysis, Budgeting, Excel, Asset Management, Word, PowerPoint, Budgets, Managerial Finance, Analysis, Microsoft Word, Microsoft Excel, Tax, Accounts Payable, Finance, Management, CPA, Financial Reporting, Account Reconciliation, Financial Accounting
Education
University of Louisville 2005 — 2007
MBA
University of Louisville 1997 — 2001
BS, Accounting
Owensboro Catholic High School 1993 — 1997
Klump & Blandford, PSC September 2013 - Present
RBT Services, Inc March 2013 - September 2013
Humana August 2012 - March 2013
Meritrust Wealth Management October 2006 - March 2012
Ramsey Financial May 2003 - September 2006
Chilton & Medley June 2001 - May 2003
Skills
Compliance, Financial Management, Accounting, Wealth Management, Financial Analysis, Budgeting, Excel, Asset Management, Word, PowerPoint, Budgets, Managerial Finance, Analysis, Microsoft Word, Microsoft Excel, Tax, Accounts Payable, Finance, Management, CPA, Financial Reporting, Account Reconciliation, Financial Accounting
Education
University of Louisville 2005 — 2007
MBA
University of Louisville 1997 — 2001
BS, Accounting
Owensboro Catholic High School 1993 — 1997
Kevin Fuqua's Chilton & Medley Experience SeniorErnst & Young1989 - 1992
Job Partner at Chilton & Medley
Industry Accounting
Experience
Chilton & Medley SeniorErnst & Young1989 - 1992
Education
University of Louisville 1985 — 1989
Chilton & Medley SeniorErnst & Young1989 - 1992
Education
University of Louisville 1985 — 1989
Loni Parson's Chilton & Medley Experience 2006 - 2008
Job Independent Accounting Professional
Industry Accounting
Experience
Lonlea J Parson, CPA April 2008 - Present
Chilton & Medley 2006 - 2008
Jones, Nale & Mattingly, PLC 2002 - 2006
FIELDS, HAWKINS & COMPANY, CPA’s 1997 - 2002
Education
University of Louisville 1994 — 1997
Bachelor, Accounting and Finance
Lonlea J Parson, CPA April 2008 - Present
Chilton & Medley 2006 - 2008
Jones, Nale & Mattingly, PLC 2002 - 2006
FIELDS, HAWKINS & COMPANY, CPA’s 1997 - 2002
Education
University of Louisville 1994 — 1997
Bachelor, Accounting and Finance
Molly Sutherland's Chilton & Medley Experience 2002 - 2006
Job President at Sutherland & Associates
Industry Professional Training & Coaching
Experience
Sutherland & Associates Vice PresidentHanna Resource Group2006 - 2007
Chilton & Medley 2002 - 2006
Education
Bellarmine University 2000 — 2002
MBA, Business
Sutherland & Associates Vice PresidentHanna Resource Group2006 - 2007
Chilton & Medley 2002 - 2006
Education
Bellarmine University 2000 — 2002
MBA, Business
Brian McAllister, CPA's Chilton & Medley Experience August 2004 - August 2007
Job Manager at Brown Schultz Sheridan & Fritz
Industry Accounting
Experience
Brown Schultz Sheridan & Fritz January 2010 - Present
McGladrey & Pullen July 2007 - January 2010
Chilton & Medley August 2004 - August 2007
Skills
Accounting, Internal Controls, Finance, Auditing, GAAP, Budgets, Management, Assurance, Mergers & Acquisitions, US GAAP, Financial Reporting, CPA, Due Diligence, Tax, Financial Analysis, Financial Accounting, Financial Statements, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, External Audit, Tax Returns, Microsoft Excel
Education
Bellarmine University 2000 — 2005
MBA, Accounting
Brown Schultz Sheridan & Fritz January 2010 - Present
McGladrey & Pullen July 2007 - January 2010
Chilton & Medley August 2004 - August 2007
Skills
Accounting, Internal Controls, Finance, Auditing, GAAP, Budgets, Management, Assurance, Mergers & Acquisitions, US GAAP, Financial Reporting, CPA, Due Diligence, Tax, Financial Analysis, Financial Accounting, Financial Statements, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, External Audit, Tax Returns, Microsoft Excel
Education
Bellarmine University 2000 — 2005
MBA, Accounting
Tommy Owen's Chilton & Medley Experience May 2002 - August 2003
Job Commercial Relationship Manager at US Bank
Industry Banking
Experience
US Bank May 2005 - Present
Ernst & Young August 2003 - April 2005
Chilton & Medley May 2002 - August 2003
Arthur Andersen LLP 2000 - 2003
Skills
Financial Analysis, Accounting, Management, Auditing, Commercial Lending, Credit, Financial Reporting, Internal Controls, Loans, Small Business Lending
Education
Georgetown College 1997 — 2000
BS, Accounting
US Bank May 2005 - Present
Ernst & Young August 2003 - April 2005
Chilton & Medley May 2002 - August 2003
Arthur Andersen LLP 2000 - 2003
Skills
Financial Analysis, Accounting, Management, Auditing, Commercial Lending, Credit, Financial Reporting, Internal Controls, Loans, Small Business Lending
Education
Georgetown College 1997 — 2000
BS, Accounting
Jenny Lamkin's Chilton & Medley Experience 2007 - 2008
Job Accounting Professional
Industry Accounting
Experience
DMLO February 2010 - Present
Kelly King and Co CPAs 2008 - 2009
Chilton & Medley 2007 - 2008
Fields Tallent and Co CPAs 2003 - 2007
Skills
QuickBooks, Auditing, Tax, Accounting, Financial Reporting, Fixed Assets
Education
Bellarmine University 1999 — 2004
BA,BS, Accounting, Actuarial Science
Christian Academy of Louisville
DMLO February 2010 - Present
Kelly King and Co CPAs 2008 - 2009
Chilton & Medley 2007 - 2008
Fields Tallent and Co CPAs 2003 - 2007
Skills
QuickBooks, Auditing, Tax, Accounting, Financial Reporting, Fixed Assets
Education
Bellarmine University 1999 — 2004
BA,BS, Accounting, Actuarial Science
Christian Academy of Louisville
Niki Rutledge, SPHR, SHRM-SCP, GBA's Chilton & Medley Experience June 2005 - January 2007
Job Implementation Consultant at ADP
Industry Human Resources
Experience
ADP October 2015 - Present
Kindred Healthcare September 2007 - October 2015
Chilton & Medley June 2005 - January 2007
Republic Bank & Trust Company January 2004 - April 2004
Republic Bank & Trust Company September 1999 - January 2004
Republic Bank & Trust Company October 1998 - September 1999
Caretenders Almost Family February 1997 - October 1998
Skills
Benefits Administration, Vendor Management, Human Resource..., Policy Development, Project Management, HRIS, Employee Benefits, Business Analysis, Policy Implementation, Employee Training, Performance Management, Employee Relations, Employee Engagement, Recruiting, Process Improvement
Education
Bellarmine University 1990 — 1994
Bachelor of Arts, Human Resources Management/Personnel Administration, General
Indiana University-Southeast
Masters in Business Administration
ADP October 2015 - Present
Kindred Healthcare September 2007 - October 2015
Chilton & Medley June 2005 - January 2007
Republic Bank & Trust Company January 2004 - April 2004
Republic Bank & Trust Company September 1999 - January 2004
Republic Bank & Trust Company October 1998 - September 1999
Caretenders Almost Family February 1997 - October 1998
Skills
Benefits Administration, Vendor Management, Human Resource..., Policy Development, Project Management, HRIS, Employee Benefits, Business Analysis, Policy Implementation, Employee Training, Performance Management, Employee Relations, Employee Engagement, Recruiting, Process Improvement
Education
Bellarmine University 1990 — 1994
Bachelor of Arts, Human Resources Management/Personnel Administration, General
Indiana University-Southeast
Masters in Business Administration
Lillian Kelly's Chilton & Medley Experience 2003 - 2009
Job Billing & Collections Manager at Chilton & Medley
Industry Accounting
Experience
Mountjoy Chilton Medley LLP 2003 - Present
Chilton & Medley 2003 - 2009
Education
Indiana University-Southeast 1984 — 1989
BS, Business Management
Mountjoy Chilton Medley LLP 2003 - Present
Chilton & Medley 2003 - 2009
Education
Indiana University-Southeast 1984 — 1989
BS, Business Management
Mary B. Eckstein's Chilton & Medley Experience January 1996 - March 1996
Job Accounting Supervisor at Beacon Promotions, Inc.
Industry Accounting
Experience
Beacon Promotions, Inc. October 2012 - Present
Karla Havemeier, LTD October 2011 - June 2012
Larson Allen Weishair & Co LLP' January 2004 - June 2006
Biebl Ranweiler Christiansen Meyer Thompson & Co Chtd September 2000 - December 2003
Ernst & Young January 1998 - April 2000
Chilton & Medley January 1996 - March 1996
Ocel Heimer & Associates January 1994 - April 1994
Carlson Poston & Associates December 1989 - September 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft OneNote, AMI Datawrite General..., Creative Solutions..., QuickBooks, GoSystem Tax, ProSystem fx Tax, ProSystem fx Engagement, Crystal Reports
Education
Minnesota State University, Mankato 1986 — 1989
BS, Accounting major, Business Administration (Finance concentration) and Economics minors
University of Minnesota-Twin Cities 1985 — 1986
general education
Beacon Promotions, Inc. October 2012 - Present
Karla Havemeier, LTD October 2011 - June 2012
Larson Allen Weishair & Co LLP' January 2004 - June 2006
Biebl Ranweiler Christiansen Meyer Thompson & Co Chtd September 2000 - December 2003
Ernst & Young January 1998 - April 2000
Chilton & Medley January 1996 - March 1996
Ocel Heimer & Associates January 1994 - April 1994
Carlson Poston & Associates December 1989 - September 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft OneNote, AMI Datawrite General..., Creative Solutions..., QuickBooks, GoSystem Tax, ProSystem fx Tax, ProSystem fx Engagement, Crystal Reports
Education
Minnesota State University, Mankato 1986 — 1989
BS, Accounting major, Business Administration (Finance concentration) and Economics minors
University of Minnesota-Twin Cities 1985 — 1986
general education