CliftonLarsonAllen Company
Description
CliftonLarsonAllen LLP is a professional services network and the eighth largest accountancy firm in the United States. It was established in 2012 when two top 20 U.S. firms merged: Clifton Gunderson LLP and LarsonAllen LLP. It is a member of the Nexia International accounting network. Headquarters: Minneapolis, Minnesota, United States Revenue: 749 million USD (2017) Number of employees: 5,400 (2018) Founded: 2012 Type of business: Limited Liability Partnership (LLP) Subsidiaries: KFMR Katz Ferraro McMurtry P.C.,
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CliftonLarsonAllen Employees
Employee
Years
Job
Industry
Robert Halpin Robert Halpin's CliftonLarsonAllen Experience January 2012 - Present
Job Senior Manager at CliftonLarsonAllen
Industry Computer & Network Security
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 2001 - December 2011
Amtrak 1996 - 2001
Robert Reimers Enterprises Inc. June 1990 - June 1995
Skills
IT Audit, Auditing, HIPAA, GAAP, Internal Controls, Assurance, Internal Audit, Enterprise Risk..., SSAE 16, Accounting, Sarbanes-Oxley Act, CISA, CPA, Security, Information Security, US GAAP, Information Security..., External Audit, COBIT, SAS70, Financial Statements, Financial Audits
Education
The Johns Hopkins University - Carey Business School 2000 — 2005
MS, Information and Telecommunication Systems
Temple University - Fox School of Business and Management 1983 — 1998
BBA, Accounting/Finance
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 2001 - December 2011
Amtrak 1996 - 2001
Robert Reimers Enterprises Inc. June 1990 - June 1995
Skills
IT Audit, Auditing, HIPAA, GAAP, Internal Controls, Assurance, Internal Audit, Enterprise Risk..., SSAE 16, Accounting, Sarbanes-Oxley Act, CISA, CPA, Security, Information Security, US GAAP, Information Security..., External Audit, COBIT, SAS70, Financial Statements, Financial Audits
Education
The Johns Hopkins University - Carey Business School 2000 — 2005
MS, Information and Telecommunication Systems
Temple University - Fox School of Business and Management 1983 — 1998
BBA, Accounting/Finance
Rick Baumeister Rick Baumeister's CliftonLarsonAllen Experience September 2015 - Present
Job Managing Principal Dallas/Fort Worth at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP 1993 - August 2015
Skills
Tax Preparation, Tax, Leadership, Accounting, Real Estate, Income Tax, Management, High Net Worth..., Strategic Planning, Due Diligence, Finance, Financial Analysis, Auditing, Business Development, Tax Accounting, Executive Management, Mergers & Acquisitions
Education
University of Kansas
Bachelor of Science (B.S.), Accounting and Business Administration
Northern Illinois University
Business Major
LTHS
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP 1993 - August 2015
Skills
Tax Preparation, Tax, Leadership, Accounting, Real Estate, Income Tax, Management, High Net Worth..., Strategic Planning, Due Diligence, Finance, Financial Analysis, Auditing, Business Development, Tax Accounting, Executive Management, Mergers & Acquisitions
Education
University of Kansas
Bachelor of Science (B.S.), Accounting and Business Administration
Northern Illinois University
Business Major
LTHS
Sandra Strand Sandra Strand's CliftonLarsonAllen Experience August 2015 - Present
Job Associate at CliftonLarsonAllen, St. Cloud, MN
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Kohl's Department Stores August 2014 - August 2015
St. Cloud State University August 2008 - August 2015
Jennie-O Turkey Store May 2014 - August 2014
Kohl's Department Stores October 2012 - August 2014
Great Harvest Bread Co. July 2013 - May 2014
Fechtner Hunting Stands May 2007 - August 2012
Dick's Sporting Goods August 2011 - May 2012
Skills
Microsoft Expression, Adobe Design Programs, Cost Accounting, Business-minded, PowerPoint, Microsoft Office, Time Management, Customer Service, Teamwork, Public Speaking, Social Media, Research, Social Networking, Critical Thinking, Team Leadership, Sales, Retail, Merchandising, Public Relations, Project Planning
Education
Saint Cloud State University - G.R. Herberger College of Business 2012 — 2015
Bachelor's degree, Accounting, 3.44 GPA
West Central Area Secondary School 2002 — 2008
High School/Secondary Diplomas and Certificates
CliftonLarsonAllen August 2015 - Present
Kohl's Department Stores August 2014 - August 2015
St. Cloud State University August 2008 - August 2015
Jennie-O Turkey Store May 2014 - August 2014
Kohl's Department Stores October 2012 - August 2014
Great Harvest Bread Co. July 2013 - May 2014
Fechtner Hunting Stands May 2007 - August 2012
Dick's Sporting Goods August 2011 - May 2012
Skills
Microsoft Expression, Adobe Design Programs, Cost Accounting, Business-minded, PowerPoint, Microsoft Office, Time Management, Customer Service, Teamwork, Public Speaking, Social Media, Research, Social Networking, Critical Thinking, Team Leadership, Sales, Retail, Merchandising, Public Relations, Project Planning
Education
Saint Cloud State University - G.R. Herberger College of Business 2012 — 2015
Bachelor's degree, Accounting, 3.44 GPA
West Central Area Secondary School 2002 — 2008
High School/Secondary Diplomas and Certificates
Brandon McCann Brandon McCann's CliftonLarsonAllen Experience June 2010 - September 2012
Job Managing Principal Security Consultant at Accuvant LABS
Industry Information Technology and Services
Experience
Accuvant LABS September 2012 - Present
CliftonLarsonAllen June 2010 - September 2012
AllOver Media May 2009 - June 2010
Geek Squad March 2003 - May 2010
LarsonAllen January 2009 - February 2009
Business Computer Research Laboratory January 2007 - January 2009
Skills
Penetration Testing, Network Security, Metasploit, Computer Security, Linux, Active Directory, Computer Forensics, Nessus, Nmap, Microsoft Exchange, Unix, Kerberos, Ruby, Wireshark, Antivirus Avoidance, Cisco, Ruby on Rails, Disaster Recovery, Information Security..., Security, Cisco Technologies, Information Security, Information Technology, Firewalls, Networking
Education
St. Cloud State University 2003 — 2008
B.S., Accounting, Business Computer Information Systems
Accuvant LABS September 2012 - Present
CliftonLarsonAllen June 2010 - September 2012
AllOver Media May 2009 - June 2010
Geek Squad March 2003 - May 2010
LarsonAllen January 2009 - February 2009
Business Computer Research Laboratory January 2007 - January 2009
Skills
Penetration Testing, Network Security, Metasploit, Computer Security, Linux, Active Directory, Computer Forensics, Nessus, Nmap, Microsoft Exchange, Unix, Kerberos, Ruby, Wireshark, Antivirus Avoidance, Cisco, Ruby on Rails, Disaster Recovery, Information Security..., Security, Cisco Technologies, Information Security, Information Technology, Firewalls, Networking
Education
St. Cloud State University 2003 — 2008
B.S., Accounting, Business Computer Information Systems
Jean Wolfe Jean Wolfe's CliftonLarsonAllen Experience November 2008 - November 2013
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Timothy Murphy CPA's CliftonLarsonAllen Experience May 2013 - Present
Job Principal, Outsourcing Solutions Team at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2013 - Present
Nonprofit Financial Solutions January 1998 - April 2013
We Care America November 2003 - January 2005
Capin Crouse LLP August 1994 - July 1997
Indiana Pork Producers Association February 1992 - June 1994
Amateur Athletic Union 1994 - 1994
Capin Crouse LLP January 1990 - February 1992
Skills
Cash Flow Management, Cash Flow Forecasting, Financial Reporting, Financial Analysis, Cost Reduction, Software Implementation, Strategic Planning, Collaboration Solutions, Outsourcing, Business Advisory, Internal Controls, Financial Management, Change Management, Technology Integration, Trade Associations, Best Practices, Managerial Finance, Non-profits, Cash Flow, Auditing, Accounting, Tax, Training, Management, Operations Management, Finance, QuickBooks, Budgets, Nonprofits, GAAP, Variance Analysis, Financial Statements, Cash Management, Cost Accounting, Executive Management, Payroll, General Ledger, Strategic Financial..., Financial Accounting, Board Governance, Board Relations, Consulting, Non-profit Leadership, Internal Audit, Board Development
Education
Taylor University 1986 — 1990
BA, Accounting
CliftonLarsonAllen May 2013 - Present
Nonprofit Financial Solutions January 1998 - April 2013
We Care America November 2003 - January 2005
Capin Crouse LLP August 1994 - July 1997
Indiana Pork Producers Association February 1992 - June 1994
Amateur Athletic Union 1994 - 1994
Capin Crouse LLP January 1990 - February 1992
Skills
Cash Flow Management, Cash Flow Forecasting, Financial Reporting, Financial Analysis, Cost Reduction, Software Implementation, Strategic Planning, Collaboration Solutions, Outsourcing, Business Advisory, Internal Controls, Financial Management, Change Management, Technology Integration, Trade Associations, Best Practices, Managerial Finance, Non-profits, Cash Flow, Auditing, Accounting, Tax, Training, Management, Operations Management, Finance, QuickBooks, Budgets, Nonprofits, GAAP, Variance Analysis, Financial Statements, Cash Management, Cost Accounting, Executive Management, Payroll, General Ledger, Strategic Financial..., Financial Accounting, Board Governance, Board Relations, Consulting, Non-profit Leadership, Internal Audit, Board Development
Education
Taylor University 1986 — 1990
BA, Accounting
Kelsey Pate Kelsey Pate's CliftonLarsonAllen Experience December 2011 - May 2012
Job Financial Analyst at ConAgra Foods
Industry Accounting
Experience
ConAgra Foods October 2013 - Present
Watkins Uiberall, PLLC June 2012 - August 2013
CliftonLarsonAllen December 2011 - May 2012
Pacific Northwest National Laboratory May 2011 - October 2011
Nordstrom May 2010 - August 2010
Skills
GAAP, Financial Statements, Accounting, General Ledger, Auditing, Management, Microsoft Excel, Financial Analysis, Financial Reporting, US GAAP, Budgets, Internal Controls, Microsoft Office, QuickBooks
Education
The University of Memphis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude
ConAgra Foods October 2013 - Present
Watkins Uiberall, PLLC June 2012 - August 2013
CliftonLarsonAllen December 2011 - May 2012
Pacific Northwest National Laboratory May 2011 - October 2011
Nordstrom May 2010 - August 2010
Skills
GAAP, Financial Statements, Accounting, General Ledger, Auditing, Management, Microsoft Excel, Financial Analysis, Financial Reporting, US GAAP, Budgets, Internal Controls, Microsoft Office, QuickBooks
Education
The University of Memphis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Summa Cum Laude
Monica Fernandes, CPA Monica Fernandes, CPA's CliftonLarsonAllen Experience November 2014 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen June 2013 - October 2014
PwC July 2011 - June 2013
PricewaterhouseCoopers September 2008 - June 2011
James A George, PC November 2006 - May 2008
Winter Hill Savings Bank July 2004 - January 2007
Skills
GoSystems, Tax Research, Partnership Taxation, Tax, CPA, Corporate Tax, Tax Accounting, Income Tax, US GAAP
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA/MST
Suffolk University - Sawyer Business School 2004 — 2008
BSBA/MSA, Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen June 2013 - October 2014
PwC July 2011 - June 2013
PricewaterhouseCoopers September 2008 - June 2011
James A George, PC November 2006 - May 2008
Winter Hill Savings Bank July 2004 - January 2007
Skills
GoSystems, Tax Research, Partnership Taxation, Tax, CPA, Corporate Tax, Tax Accounting, Income Tax, US GAAP
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA/MST
Suffolk University - Sawyer Business School 2004 — 2008
BSBA/MSA, Accounting
Rob Berger Rob Berger's CliftonLarsonAllen Experience January 2012 - June 2014
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones June 2014 - Present
CliftonLarsonAllen January 2012 - June 2014
Skills
CPA, Auditing, Accounting, Assurance, Tax, Tax Preparation, Financial Reporting, Income Tax, Financial Statements, Financial Analysis
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Edward Jones June 2014 - Present
CliftonLarsonAllen January 2012 - June 2014
Skills
CPA, Auditing, Accounting, Assurance, Tax, Tax Preparation, Financial Reporting, Income Tax, Financial Statements, Financial Analysis
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Scott Trosdahl Scott Trosdahl's CliftonLarsonAllen Experience March 2013 - Present
Job Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen March 2013 - Present
Aspire Financial LLC November 2010 - January 2013
Mark F. McFarlane, CPA June 2009 - October 2010
Skills
Accounting, Accounting for Small..., Financial Statements, General Ledger, Tax Preparation, Account Reconciliation, Finance, QuickBooks, US GAAP, Financial Accounting, Financial Reporting, GAAP
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance, 3.51
CliftonLarsonAllen March 2013 - Present
Aspire Financial LLC November 2010 - January 2013
Mark F. McFarlane, CPA June 2009 - October 2010
Skills
Accounting, Accounting for Small..., Financial Statements, General Ledger, Tax Preparation, Account Reconciliation, Finance, QuickBooks, US GAAP, Financial Accounting, Financial Reporting, GAAP
Education
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance, 3.51
Ashley Beier, CPA Ashley Beier, CPA's CliftonLarsonAllen Experience January 2011 - December 2013
Job Senior Accountant at Yelp
Industry Accounting
Experience
Yelp August 2015 - Present
Isagenix April 2014 - Present
Best Buy December 2013 - August 2015
CliftonLarsonAllen January 2011 - December 2013
LarsonAllen January 2010 - April 2010
Skills
GAAP, ProSystem fx Tax, CPA, Tax Research, Auditing, Accounting, Fixed Assets, US GAAP, Microsoft Excel, Account Reconciliation, Tax Preparation, Tax Returns, Financial Reporting, Partnership Taxation, Income Tax
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2010
B.S., Accounting, Finance
Yelp August 2015 - Present
Isagenix April 2014 - Present
Best Buy December 2013 - August 2015
CliftonLarsonAllen January 2011 - December 2013
LarsonAllen January 2010 - April 2010
Skills
GAAP, ProSystem fx Tax, CPA, Tax Research, Auditing, Accounting, Fixed Assets, US GAAP, Microsoft Excel, Account Reconciliation, Tax Preparation, Tax Returns, Financial Reporting, Partnership Taxation, Income Tax
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2010
B.S., Accounting, Finance
Sarah Spellman Sarah Spellman's CliftonLarsonAllen Experience January 2010 - Present
Job Principal at CliftonLarsonAllen
Industry Health, Wellness and Fitness
Experience
CliftonLarsonAllen January 2010 - Present
CliftonLarsonAllen January 2005 - Present
Springpoint Senior Living 2008 - 2009
Skills
Strategic Planning, Medicare, Non-profits, Public Speaking, Healthcare Consulting, Leadership, Nonprofits, Medicaid
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2005
Master's Degree, Administrative Science
University of Kansas 1975 — 1980
BA in Education, Education/Teaching of Individuals with Hearing Impairments Including Deafness
CliftonLarsonAllen January 2010 - Present
CliftonLarsonAllen January 2005 - Present
Springpoint Senior Living 2008 - 2009
Skills
Strategic Planning, Medicare, Non-profits, Public Speaking, Healthcare Consulting, Leadership, Nonprofits, Medicaid
Education
Fairleigh Dickinson University-Metropolitan Campus 2002 — 2005
Master's Degree, Administrative Science
University of Kansas 1975 — 1980
BA in Education, Education/Teaching of Individuals with Hearing Impairments Including Deafness
Kimberly Rosenau Kimberly Rosenau's CliftonLarsonAllen Experience November 2011 - Present
Job Manager
Industry Accounting
Experience
CliftonLarsonAllen November 2011 - Present
Skills
Accounting, Payroll, Bookkeeping, Financial Reporting, QuickBooks, Financial Accounting, Business Process, General Ledger, Financial Analysis, Financial Statements, Internal Controls, Accounts Payable, Process Improvement, Software Documentation, Training
Education
The College of St. Scholastica 2004 — 2006
Bachelor of Arts, Accounting
University of Minnesota-Twin Cities 1997 — 1999
CliftonLarsonAllen November 2011 - Present
Skills
Accounting, Payroll, Bookkeeping, Financial Reporting, QuickBooks, Financial Accounting, Business Process, General Ledger, Financial Analysis, Financial Statements, Internal Controls, Accounts Payable, Process Improvement, Software Documentation, Training
Education
The College of St. Scholastica 2004 — 2006
Bachelor of Arts, Accounting
University of Minnesota-Twin Cities 1997 — 1999
BethAnn Bouchard-Bracken BethAnn Bouchard-Bracken's CliftonLarsonAllen Experience June 2005 - August 2014
Job Administrative Assistant Tax Services Department at Schmersahl Treloar & Co
Industry Accounting
Experience
Schmersahl Treloar & Co June 2015 - Present
CliftonLarsonAllen June 2005 - August 2014
Northstar Management Co., LLC 2004 - 2005
Robert Half International 1999 - 2001
Jacobs Engineering 1992 - 1999
Skills
Outlook, QuickBooks, Microsoft Office, Microsoft Excel, Auditing, Tax, Onboarding, Employee Relations, Accounting, Payroll, Account Reconciliation, Accounts Payable, Financial Reporting, General Ledger, Management, Invoicing, Peachtree, Budgets, Customer Service, Team Building, Tax Preparation, Financial Accounting, Spreadsheets, Strategic Planning, Access, Accounts Receivable, Training, Process Improvement, Forecasting
Education
St. Louis Community College 1994 — 1995
Certificate, Administrative
Truman State University 1982 — 1983
Agri-Business
KHS
Schmersahl Treloar & Co June 2015 - Present
CliftonLarsonAllen June 2005 - August 2014
Northstar Management Co., LLC 2004 - 2005
Robert Half International 1999 - 2001
Jacobs Engineering 1992 - 1999
Skills
Outlook, QuickBooks, Microsoft Office, Microsoft Excel, Auditing, Tax, Onboarding, Employee Relations, Accounting, Payroll, Account Reconciliation, Accounts Payable, Financial Reporting, General Ledger, Management, Invoicing, Peachtree, Budgets, Customer Service, Team Building, Tax Preparation, Financial Accounting, Spreadsheets, Strategic Planning, Access, Accounts Receivable, Training, Process Improvement, Forecasting
Education
St. Louis Community College 1994 — 1995
Certificate, Administrative
Truman State University 1982 — 1983
Agri-Business
KHS
Hira Shafqat Hira Shafqat's CliftonLarsonAllen Experience January 2012 - November 2012
Job Manager at MorganFranklin Consulting
Industry Accounting
Experience
MorganFranklin Consulting January 2014 - Present
MorganFranklin Corporation November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Peace Corps 2008 - 2012
Clifton Gunderson LLP July 2008 - December 2011
Clifton Gunderson LLP April 2008 - June 2008
UHY Advisors 2006 - 2008
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) 2006 - 2008
Skills
GAAP, US GAAP, Internal Controls, Accounting, Auditing, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Financial Accounting, External Audit, Internal Audit, SEC filings, General Ledger, Assurance
Education
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
MorganFranklin Consulting January 2014 - Present
MorganFranklin Corporation November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Peace Corps 2008 - 2012
Clifton Gunderson LLP July 2008 - December 2011
Clifton Gunderson LLP April 2008 - June 2008
UHY Advisors 2006 - 2008
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) 2006 - 2008
Skills
GAAP, US GAAP, Internal Controls, Accounting, Auditing, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Financial Accounting, External Audit, Internal Audit, SEC filings, General Ledger, Assurance
Education
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
Kerri Gallagher's CliftonLarsonAllen Experience May 2014 - August 2014
Job Tax Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
A&M Berk Tax December 2012 - Present
CliftonLarsonAllen May 2014 - August 2014
Dairy Queen March 2008 - August 2013
Back on My Feet October 2012 - December 2012
Skills
Microsoft Office, QuickBooks, Drake Tax Software, Microsoft Dynamics SL, Team Leadership, Organization, Nonprofits, Research, Event Planning, Leadership, Facebook, Public Speaking, Customer Service, Social Media, Social Networking, Management, Time Management, Tax Returns
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, Junior, 3.80
PwC June 2015 - Present
A&M Berk Tax December 2012 - Present
CliftonLarsonAllen May 2014 - August 2014
Dairy Queen March 2008 - August 2013
Back on My Feet October 2012 - December 2012
Skills
Microsoft Office, QuickBooks, Drake Tax Software, Microsoft Dynamics SL, Team Leadership, Organization, Nonprofits, Research, Event Planning, Leadership, Facebook, Public Speaking, Customer Service, Social Media, Social Networking, Management, Time Management, Tax Returns
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, Junior, 3.80
Kayla Schile Kayla Schile's CliftonLarsonAllen Experience March 2014 - Present
Job Learning and Development Coordinator
Industry Accounting
Experience
CliftonLarsonAllen March 2014 - Present
The Saint Paul Hotel June 2011 - March 2014
AmericInn Lodge and Suites May 2007 - July 2011
Phyxius Inc July 2009 - July 2010
Holiday Inn Hotel & Suites August 2008 - August 2009
Skills
Hospitality, Hospitality Management, Hotels, Hospitality Industry, Hotel Management, Restaurants, Customer Service
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2010
Bachelor's degree, Criminal Justice and Corrections, Psychology
CliftonLarsonAllen March 2014 - Present
The Saint Paul Hotel June 2011 - March 2014
AmericInn Lodge and Suites May 2007 - July 2011
Phyxius Inc July 2009 - July 2010
Holiday Inn Hotel & Suites August 2008 - August 2009
Skills
Hospitality, Hospitality Management, Hotels, Hospitality Industry, Hotel Management, Restaurants, Customer Service
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2010
Bachelor's degree, Criminal Justice and Corrections, Psychology
Owen Grimes Owen Grimes's CliftonLarsonAllen Experience January 2014 - Present
Job Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Sports Authority July 2011 - October 2013
CliftonLarsonAllen June 2013 - August 2013
Harleysville Insurance June 2010 - June 2012
Education
Temple University - Fox School of Business and Management 2011 — 2013
Accounting, MIS Minor
University of Michigan 2010 — 2010
Wissahickon High School 2006 — 2010
CliftonLarsonAllen January 2014 - Present
Sports Authority July 2011 - October 2013
CliftonLarsonAllen June 2013 - August 2013
Harleysville Insurance June 2010 - June 2012
Education
Temple University - Fox School of Business and Management 2011 — 2013
Accounting, MIS Minor
University of Michigan 2010 — 2010
Wissahickon High School 2006 — 2010
John C. Nash, III's CliftonLarsonAllen Experience June 2011 - January 2013
Job Advisory Services | EY
Industry Accounting
Experience
EY January 2013 - Present
CliftonLarsonAllen June 2011 - January 2013
Thompson, Cobb, Bazilio & Associates, PC May 2010 - August 2010
Skills
IT Audit, NIST, Internal Controls, Microsoft Office, SSAE 16, FISMA, Auditing, Sarbanes-Oxley Act, External Audit, Internal Audit, SAS70, PwC TeamMate, CCH ProSystem fx, FISCAM, ITGC, GAAP, SOX 404, Risk Management, SOC 1
Education
The George Washington University 2015 — 2016
Candidate, World Executive MBA 2016, Business/Managerial Economics
University of Maryland College Park 2006 — 2011
Bachelors, Accounting, Information Systems
EY January 2013 - Present
CliftonLarsonAllen June 2011 - January 2013
Thompson, Cobb, Bazilio & Associates, PC May 2010 - August 2010
Skills
IT Audit, NIST, Internal Controls, Microsoft Office, SSAE 16, FISMA, Auditing, Sarbanes-Oxley Act, External Audit, Internal Audit, SAS70, PwC TeamMate, CCH ProSystem fx, FISCAM, ITGC, GAAP, SOX 404, Risk Management, SOC 1
Education
The George Washington University 2015 — 2016
Candidate, World Executive MBA 2016, Business/Managerial Economics
University of Maryland College Park 2006 — 2011
Bachelors, Accounting, Information Systems
Martin B. Kane, CPA/ABV Martin B. Kane, CPA/ABV's CliftonLarsonAllen Experience August 2013 - Present
Job Audit Manager Healthcare at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2013 - Present
Katz and Associates January 2010 - July 2013
KPMG, LLP June 2008 - September 2009
KPMG, LLP June 2006 - June 2008
MBNA America March 2001 - April 2005
MBNA America May 1998 - March 2001
Skills
Reviews, SEC filings, CPA, Auditing, Internal Controls
Education
Towson University 2004 — 2005
B.S. Accounting, Accounting
St. Mary's College of Maryland 1994 — 1998
B.A Economics, Economics/Finance
CALVERT HALL COLLEGE
CliftonLarsonAllen August 2013 - Present
Katz and Associates January 2010 - July 2013
KPMG, LLP June 2008 - September 2009
KPMG, LLP June 2006 - June 2008
MBNA America March 2001 - April 2005
MBNA America May 1998 - March 2001
Skills
Reviews, SEC filings, CPA, Auditing, Internal Controls
Education
Towson University 2004 — 2005
B.S. Accounting, Accounting
St. Mary's College of Maryland 1994 — 1998
B.A Economics, Economics/Finance
CALVERT HALL COLLEGE
Laura Espeseth Laura Espeseth's CliftonLarsonAllen Experience September 2008 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2008 - Present
CliftonLarsonAllen August 2006 - September 2008
CliftonLarsonAllen September 2004 - August 2006
CliftonLarsonAllen January 2004 - April 2004
Skills
Accounting, Auditing, Banking, Financial Accounting, Financial Reporting, Tax, Finance, CPA, Internal Controls, GAAP, US GAAP, Financial Statements
Education
St. Cloud State University - Herberger Business School 2000 — 2004
BS, Accounting
Graduate School of Banking at Colorado
CliftonLarsonAllen September 2008 - Present
CliftonLarsonAllen August 2006 - September 2008
CliftonLarsonAllen September 2004 - August 2006
CliftonLarsonAllen January 2004 - April 2004
Skills
Accounting, Auditing, Banking, Financial Accounting, Financial Reporting, Tax, Finance, CPA, Internal Controls, GAAP, US GAAP, Financial Statements
Education
St. Cloud State University - Herberger Business School 2000 — 2004
BS, Accounting
Graduate School of Banking at Colorado
Bryan McCallum's CliftonLarsonAllen Experience January 2013 - Present
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - Present
Valspar May 2012 - August 2012
DS&B, Ltd. February 2012 - April 2012
Van Heusen May 2010 - February 2012
Skills
Partnership Taxation, Corporate Tax, Non-profit Tax, Individual Tax, Tax Research, Accounting, Microsoft Excel, Financial Reporting, Tax Preparation
Education
University of Minnesota - Carlson School of Management 2013 — 2014
Master's degree, Accounting
St. Cloud State University 2008 — 2012
Bachelor's degree, Accounting, Magna Cum Laude
CliftonLarsonAllen January 2013 - Present
Valspar May 2012 - August 2012
DS&B, Ltd. February 2012 - April 2012
Van Heusen May 2010 - February 2012
Skills
Partnership Taxation, Corporate Tax, Non-profit Tax, Individual Tax, Tax Research, Accounting, Microsoft Excel, Financial Reporting, Tax Preparation
Education
University of Minnesota - Carlson School of Management 2013 — 2014
Master's degree, Accounting
St. Cloud State University 2008 — 2012
Bachelor's degree, Accounting, Magna Cum Laude
Phil Flick Phil Flick's CliftonLarsonAllen Experience March 2010 - November 2011
Job Staffing Executive Accountemps Salaried Professional Services
Industry Staffing and Recruiting
Experience
Accountemps April 2015 - Present
Accountemps January 2014 - April 2015
Pojoaque Gaming Inc. May 2012 - January 2014
Looxcie June 2013 - November 2013
Future US December 2010 - July 2012
CliftonLarsonAllen March 2010 - November 2011
Texas Tech University August 2008 - July 2009
Skills
Accounting, Access, Budgets, Windows, QuickBooks, Microsoft Office, Microsoft Excel, Outlook, Financial Analysis, Customer Service, Accounts Payable, Accounts Receivable, Account Reconciliation, Excel, Social Media, Financial Reporting, Bookkeeping, Data Entry, Internal Controls, Tax, Writing, Research, Inventory Management, Reconciliation, Cost Accounting, Network Administration, Forecasting, Sales, Account Management, Technical Recruiting, Marketing, Spreadsheets, Management, Leadership, Finance, Human Resources, Payroll, Microsoft Word, Temporary Placement, Consulting, Time Management, Staffing Services, Training, Recruiting, PowerPoint, Invoicing, Social Networking, Strategic Planning, Interviews, Networking
Education
Texas Tech University Jerry S. Rawls College of Business 2004 — 2009
Bachelors, Business Administration and Management
Texas Tech University 2004 — 2009
Bachelors, Psychology
Southlake Carroll Senior High School
Highschool Diploma
Accountemps April 2015 - Present
Accountemps January 2014 - April 2015
Pojoaque Gaming Inc. May 2012 - January 2014
Looxcie June 2013 - November 2013
Future US December 2010 - July 2012
CliftonLarsonAllen March 2010 - November 2011
Texas Tech University August 2008 - July 2009
Skills
Accounting, Access, Budgets, Windows, QuickBooks, Microsoft Office, Microsoft Excel, Outlook, Financial Analysis, Customer Service, Accounts Payable, Accounts Receivable, Account Reconciliation, Excel, Social Media, Financial Reporting, Bookkeeping, Data Entry, Internal Controls, Tax, Writing, Research, Inventory Management, Reconciliation, Cost Accounting, Network Administration, Forecasting, Sales, Account Management, Technical Recruiting, Marketing, Spreadsheets, Management, Leadership, Finance, Human Resources, Payroll, Microsoft Word, Temporary Placement, Consulting, Time Management, Staffing Services, Training, Recruiting, PowerPoint, Invoicing, Social Networking, Strategic Planning, Interviews, Networking
Education
Texas Tech University Jerry S. Rawls College of Business 2004 — 2009
Bachelors, Business Administration and Management
Texas Tech University 2004 — 2009
Bachelors, Psychology
Southlake Carroll Senior High School
Highschool Diploma
Ashley Guggemos Ashley Guggemos's CliftonLarsonAllen Experience January 2009 - November 2009
Job Senior Financial Analyst at IDeaS Revenue Solutions
Industry Accounting
Experience
IDeaS Revenue Solutions September 2015 - Present
XRS Corporation, a wholly owned subsidiary of Omnitracs LLC January 2015 - September 2015
XRS Corporation March 2011 - November 2013
CliftonLarsonAllen January 2009 - November 2009
CliftonLarsonAllen January 2008 - April 2008
Initiative Foundation January 2004 - December 2007
Skills
Auditing, Non-profits, Microsoft Excel, Accounting, XBRL, GAAP, WebFilings for SEC..., NetSuite (GL), Small Business Lending
Education
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2008
B.S., Accounting, 4.0
Colorado Mesa University 1997 — 2003
Bachelor of Business Administration (BBA), Finance, General, 3.7
IDeaS Revenue Solutions September 2015 - Present
XRS Corporation, a wholly owned subsidiary of Omnitracs LLC January 2015 - September 2015
XRS Corporation March 2011 - November 2013
CliftonLarsonAllen January 2009 - November 2009
CliftonLarsonAllen January 2008 - April 2008
Initiative Foundation January 2004 - December 2007
Skills
Auditing, Non-profits, Microsoft Excel, Accounting, XBRL, GAAP, WebFilings for SEC..., NetSuite (GL), Small Business Lending
Education
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2008
B.S., Accounting, 4.0
Colorado Mesa University 1997 — 2003
Bachelor of Business Administration (BBA), Finance, General, 3.7
Anthony Luceri, CPA Anthony Luceri, CPA's CliftonLarsonAllen Experience November 2007 - February 2012
Job Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP October 2013 - Present
Independence Capital Partners February 2012 - September 2013
CliftonLarsonAllen November 2007 - February 2012
Bowman & Company, LLP May 2006 - November 2007
Skills
CPA, GAAP, US GAAP, Accounting, Tax, Accounts Payable, Cash Flow, Financial Reporting, Auditing, Tax Preparation, Financial Statements, Corporate Tax, ProSystem fx Tax, Tax Research, Income Tax, Fixed Assets, Private Equity, High Net Worth..., External Audit, Assurance, Financial Accounting, Tax Accounting
Education
Stockton University 2002 — 2006
Bachelor of Science, Accounting
EisnerAmper LLP October 2013 - Present
Independence Capital Partners February 2012 - September 2013
CliftonLarsonAllen November 2007 - February 2012
Bowman & Company, LLP May 2006 - November 2007
Skills
CPA, GAAP, US GAAP, Accounting, Tax, Accounts Payable, Cash Flow, Financial Reporting, Auditing, Tax Preparation, Financial Statements, Corporate Tax, ProSystem fx Tax, Tax Research, Income Tax, Fixed Assets, Private Equity, High Net Worth..., External Audit, Assurance, Financial Accounting, Tax Accounting
Education
Stockton University 2002 — 2006
Bachelor of Science, Accounting
Nicole Folkerts Nicole Folkerts's CliftonLarsonAllen Experience January 2004 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2004 - Present
Skills
Auditing of, Non-profits, Colleges, Housing, Religious Organization, Social Services, Proficiency in using..., Single Audits over..., HUD Submissions, Consulting to add..., processes, reporting,...
Education
St. Cloud State University 1999 — 2004
Bachellor, Accounting
CliftonLarsonAllen January 2004 - Present
Skills
Auditing of, Non-profits, Colleges, Housing, Religious Organization, Social Services, Proficiency in using..., Single Audits over..., HUD Submissions, Consulting to add..., processes, reporting,...
Education
St. Cloud State University 1999 — 2004
Bachellor, Accounting
Jean Hart, PhD, MBA Jean Hart, PhD, MBA's CliftonLarsonAllen Experience January 2013 - Present
Job Education Management Professional
Industry Education Management
Experience
CliftonLarsonAllen January 2013 - Present
University of Colorado School of Medicine October 2008 - July 2011
The Ohio State University July 2003 - June 2008
The Ohio State University 1993 - 2008
Education
The Ohio State University
Ph.D., Consumer and Labor Economics
University of Colorado at Boulder
BA, Economics
University of Dayton
MBA
CliftonLarsonAllen January 2013 - Present
University of Colorado School of Medicine October 2008 - July 2011
The Ohio State University July 2003 - June 2008
The Ohio State University 1993 - 2008
Education
The Ohio State University
Ph.D., Consumer and Labor Economics
University of Colorado at Boulder
BA, Economics
University of Dayton
MBA
Kevin Mullin, CPA, CFE Kevin Mullin, CPA, CFE's CliftonLarsonAllen Experience June 2013 - Present
Job Audit Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2013 - Present
Citrin Cooperman & Company, LLP (formerly - Carrow, Doyle & Associates, LLP) July 2007 - June 2013
Deloitte October 2004 - June 2007
PLANCO October 2002 - September 2004
Valley Forge Asset Management September 2000 - October 2002
Skills
Auditing, Financial Analysis, CPA, Internal Controls, Accounting, Investments, Finance, Forensic Accounting, Securities, Portfolio Management, SEC filings, GAAP, US GAAP, Tax, Financial Reporting, SEC Filings
Education
Temple University - Fox School of Business and Management 2000 — 2002
MS, Finance
Villanova University 1994 — 1998
BS, Accounting
LaSalle College High School 1990 — 1994
CliftonLarsonAllen June 2013 - Present
Citrin Cooperman & Company, LLP (formerly - Carrow, Doyle & Associates, LLP) July 2007 - June 2013
Deloitte October 2004 - June 2007
PLANCO October 2002 - September 2004
Valley Forge Asset Management September 2000 - October 2002
Skills
Auditing, Financial Analysis, CPA, Internal Controls, Accounting, Investments, Finance, Forensic Accounting, Securities, Portfolio Management, SEC filings, GAAP, US GAAP, Tax, Financial Reporting, SEC Filings
Education
Temple University - Fox School of Business and Management 2000 — 2002
MS, Finance
Villanova University 1994 — 1998
BS, Accounting
LaSalle College High School 1990 — 1994
Kristen Nelson Kristen Nelson's CliftonLarsonAllen Experience 2010 - Present
Job
Industry Marketing and Advertising
Experience
CliftonLarsonAllen 2010 - Present
Clifton Gunderson LLP 2003 - 2010
Clifton Gunderson LLP 1996 - 2002
American Girl 1995 - 1996
ACDI 1993 - 1995
The World Bank 1991 - 1993
Skills
Event Management, Marketing Strategy, Market Planning, Marketing, Newsletters, Leadership, Trade Shows, Management, Proposal Writing, Budgets, Direct Mail, Marketing Research, Sponsorship, Project Planning, Email Marketing, Direct Marketing, Strategic Communications, Social Media Marketing, Marketing Management, Marketing Communications, Press Releases, Lead Generation, Small Business, Online Marketing
Education
The George Washington University 1990 — 1993
M.A.
Tufts University 1986 — 1990
B.A.
Institut d’Études Françaises La Rochelle Business School 1988 — 1988
CliftonLarsonAllen 2010 - Present
Clifton Gunderson LLP 2003 - 2010
Clifton Gunderson LLP 1996 - 2002
American Girl 1995 - 1996
ACDI 1993 - 1995
The World Bank 1991 - 1993
Skills
Event Management, Marketing Strategy, Market Planning, Marketing, Newsletters, Leadership, Trade Shows, Management, Proposal Writing, Budgets, Direct Mail, Marketing Research, Sponsorship, Project Planning, Email Marketing, Direct Marketing, Strategic Communications, Social Media Marketing, Marketing Management, Marketing Communications, Press Releases, Lead Generation, Small Business, Online Marketing
Education
The George Washington University 1990 — 1993
M.A.
Tufts University 1986 — 1990
B.A.
Institut d’Études Françaises La Rochelle Business School 1988 — 1988
Sheena McTernan-Ramos Sheena McTernan-Ramos's CliftonLarsonAllen Experience July 2011 - September 2012
Job Building homes the right way!
Industry Construction
Experience
Abrazo Homes June 2014 - Present
Elevation180. Real Experience. Kick-Ass Results! August 2012 - June 2014
CliftonLarsonAllen July 2011 - September 2012
Wilson & Company, Inc., Engineers and Architects March 2008 - July 2011
Target 2007 - 2007
Quarters Restaurant 2004 - 2007
Skills
People Skills, Coaching, Multitasker, Business Development, Event Planning, Adobe Creative Suite, PowerPoint, Proposal Management, Proposal Writing, Microsoft Office, Sales Management, Marketing Communications, Social Media, Strategic Planning, Marketing Strategy, Event Management, Customer Service, Research, Market Planning, Email Marketing, Social Networking, Project Management, CRM, Customer Relations, Small Business..., Collaborative Problem..., Internal Communications, Writing, Problem Solving, Photoshop, Word, Newsletters, Outlook, Marketing, Strategy, Management, Program Management, Time Management, Microsoft Word, Market Research, Spreadsheets, New Business Development
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Administration, Marketing
Cibola High School
Abrazo Homes June 2014 - Present
Elevation180. Real Experience. Kick-Ass Results! August 2012 - June 2014
CliftonLarsonAllen July 2011 - September 2012
Wilson & Company, Inc., Engineers and Architects March 2008 - July 2011
Target 2007 - 2007
Quarters Restaurant 2004 - 2007
Skills
People Skills, Coaching, Multitasker, Business Development, Event Planning, Adobe Creative Suite, PowerPoint, Proposal Management, Proposal Writing, Microsoft Office, Sales Management, Marketing Communications, Social Media, Strategic Planning, Marketing Strategy, Event Management, Customer Service, Research, Market Planning, Email Marketing, Social Networking, Project Management, CRM, Customer Relations, Small Business..., Collaborative Problem..., Internal Communications, Writing, Problem Solving, Photoshop, Word, Newsletters, Outlook, Marketing, Strategy, Management, Program Management, Time Management, Microsoft Word, Market Research, Spreadsheets, New Business Development
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Administration, Marketing
Cibola High School
Rachel Robarge Rachel Robarge's CliftonLarsonAllen Experience January 2015 - May 2015
Job Audit InCharge at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
CliftonLarsonAllen January 2015 - May 2015
Snyder Cohn July 2013 - January 2015
St. Cloud State University August 2012 - May 2013
St. Cloud State University August 2012 - May 2013
St. Cloud State University January 2010 - May 2013
National Government Services May 2010 - August 2012
St. Bernard Athletic Association November 2001 - August 2012
St. Cloud Area School District 742 August 2011 - November 2011
Skills
Teamwork, Time Management, Leadership, Accounting, Microsoft Office, Public Speaking, Computer Security, Research, Microsoft Excel, Information Assurance, Marketing, Spanish, Backtrack, Tcpdump, Data Analysis, Customer Service, Team Leadership, Travel, Event Planning, Analysis, Unix Operating Systems, C++, C#, Python, Wireshark, Educational Outreach, Social Networking, Financial Reporting, Auditing, PowerPoint, Investigation, International Business, Tax Preparation, Access, Social Media, Outlook, Data Entry, Java
Education
St. Cloud State University 2012 — 2013
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
St. Cloud State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Deloitte June 2015 - Present
CliftonLarsonAllen January 2015 - May 2015
Snyder Cohn July 2013 - January 2015
St. Cloud State University August 2012 - May 2013
St. Cloud State University August 2012 - May 2013
St. Cloud State University January 2010 - May 2013
National Government Services May 2010 - August 2012
St. Bernard Athletic Association November 2001 - August 2012
St. Cloud Area School District 742 August 2011 - November 2011
Skills
Teamwork, Time Management, Leadership, Accounting, Microsoft Office, Public Speaking, Computer Security, Research, Microsoft Excel, Information Assurance, Marketing, Spanish, Backtrack, Tcpdump, Data Analysis, Customer Service, Team Leadership, Travel, Event Planning, Analysis, Unix Operating Systems, C++, C#, Python, Wireshark, Educational Outreach, Social Networking, Financial Reporting, Auditing, PowerPoint, Investigation, International Business, Tax Preparation, Access, Social Media, Outlook, Data Entry, Java
Education
St. Cloud State University 2012 — 2013
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
St. Cloud State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Carla Surma Carla Surma's CliftonLarsonAllen Experience January 1998 - June 2012
Job Outsourcing Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
D.J. Bitzan Jewelers June 2012 - March 2015
CliftonLarsonAllen January 1998 - June 2012
Vistar Corporation July 1993 - May 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Accounts Receivable
Education
St. Cloud State University 1985 — 1990
International Business Management
Nashwauk High School 1982 — 1985
High School Diploma
D.J. Bitzan Jewelers June 2012 - March 2015
CliftonLarsonAllen January 1998 - June 2012
Vistar Corporation July 1993 - May 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Accounts Receivable
Education
St. Cloud State University 1985 — 1990
International Business Management
Nashwauk High School 1982 — 1985
High School Diploma
Thomas Danielson Thomas Danielson's CliftonLarsonAllen Experience August 2008 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2008 - Present
Thomas L. Danielson, CPA 1997 - 2008
LarsonAllen 1982 - 1997
Skills
CPA, GAAP, Accounting, Tax, Financial Reporting, Auditing, Financial Services, Assurance, Internal Controls, Financial Analysis, Risk Management, Banking, Management Consulting, Financial Accounting, Mergers & Acquisitions, Finance, SEC filings, US GAAP, Strategic Financial...
Education
St. Cloud State University 1980 — 1982
BA, Accounting
CliftonLarsonAllen August 2008 - Present
Thomas L. Danielson, CPA 1997 - 2008
LarsonAllen 1982 - 1997
Skills
CPA, GAAP, Accounting, Tax, Financial Reporting, Auditing, Financial Services, Assurance, Internal Controls, Financial Analysis, Risk Management, Banking, Management Consulting, Financial Accounting, Mergers & Acquisitions, Finance, SEC filings, US GAAP, Strategic Financial...
Education
St. Cloud State University 1980 — 1982
BA, Accounting
Greg Bara, CPA Greg Bara, CPA's CliftonLarsonAllen Experience January 2012 - Present
Job Senior Manager Assurance at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP May 2006 - December 2011
Reznick Group May 2005 - May 2006
American Express Tax and Business Services September 2003 - May 2005
Holtz Rubenstein Reminick LLP December 1999 - September 2003
Berenson LLP July 1998 - November 1999
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Internal Audit, CPA, Financial Statements, Assurance, Finance, GAAP, US GAAP, Tax, Tax Returns
Education
St. Francis College 1994 — 1998
B.S., Accounting, Cum Laude
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP May 2006 - December 2011
Reznick Group May 2005 - May 2006
American Express Tax and Business Services September 2003 - May 2005
Holtz Rubenstein Reminick LLP December 1999 - September 2003
Berenson LLP July 1998 - November 1999
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Internal Audit, CPA, Financial Statements, Assurance, Finance, GAAP, US GAAP, Tax, Tax Returns
Education
St. Francis College 1994 — 1998
B.S., Accounting, Cum Laude
Courtney Hazen's CliftonLarsonAllen Experience February 2015 - Present
Job Senior Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2015 - Present
Sitzberger Hau & Company, S.C. January 2009 - February 2015
Treasure Island Resort and Casino May 2008 - December 2008
Saint Cloud State University Campus Recreation August 2006 - May 2008
Treasure Island Resort and Casino May 2006 - August 2006
Skills
Accounting, Auditing, Data Analysis, Internal Controls, Tax, Time Management, Access, Finance, Management, Budgets, Financial Statements, Microsoft Office, Accounts Receivable, QuickBooks
Education
St. Cloud State University 2003 — 2008
Bachelor of Science, 2008
CliftonLarsonAllen February 2015 - Present
Sitzberger Hau & Company, S.C. January 2009 - February 2015
Treasure Island Resort and Casino May 2008 - December 2008
Saint Cloud State University Campus Recreation August 2006 - May 2008
Treasure Island Resort and Casino May 2006 - August 2006
Skills
Accounting, Auditing, Data Analysis, Internal Controls, Tax, Time Management, Access, Finance, Management, Budgets, Financial Statements, Microsoft Office, Accounts Receivable, QuickBooks
Education
St. Cloud State University 2003 — 2008
Bachelor of Science, 2008
Michelle Brito, CPA Michelle Brito, CPA's CliftonLarsonAllen Experience January 2012 - May 2014
Job CPA at Broderick, Phillippi, Wright & Card, LLC
Industry Accounting
Experience
Broderick, Phillippi, Wright & Card, LLC May 2014 - Present
CliftonLarsonAllen January 2012 - May 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company January 2009 - December 2010
Skills
CPA, Internal Controls, GAAP, US GAAP, Single Audit, Financial Reporting, Corporate Tax, Tax Preparation, Tax Accounting, General Ledger, Assurance, Auditing, Forensic Accounting, Tax, Income Tax, Bookkeeping, Tax Research, IFRS, Account Reconciliation, Financial Accounting, SEC filings, Payroll, Cost Accounting, Sarbanes-Oxley Act, Accounting, Partnership Taxation, Accounts Payable, Fixed Assets, QuickBooks, Internal Audit, Peachtree, Accounts Receivable, Sales Tax, Financial Audits, Great Plains Software, Financial Statements, Accountants, Government Accounting, Financial Analysis, External Audit, Sarbanes-Oxley, Tax Returns, Variance Analysis, US Tax, Revenue Recognition, ProSystem fx Tax, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
Broderick, Phillippi, Wright & Card, LLC May 2014 - Present
CliftonLarsonAllen January 2012 - May 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company January 2009 - December 2010
Skills
CPA, Internal Controls, GAAP, US GAAP, Single Audit, Financial Reporting, Corporate Tax, Tax Preparation, Tax Accounting, General Ledger, Assurance, Auditing, Forensic Accounting, Tax, Income Tax, Bookkeeping, Tax Research, IFRS, Account Reconciliation, Financial Accounting, SEC filings, Payroll, Cost Accounting, Sarbanes-Oxley Act, Accounting, Partnership Taxation, Accounts Payable, Fixed Assets, QuickBooks, Internal Audit, Peachtree, Accounts Receivable, Sales Tax, Financial Audits, Great Plains Software, Financial Statements, Accountants, Government Accounting, Financial Analysis, External Audit, Sarbanes-Oxley, Tax Returns, Variance Analysis, US Tax, Revenue Recognition, ProSystem fx Tax, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
Chandra A. Roybal Chandra A. Roybal's CliftonLarsonAllen Experience 2008 - 2012
Job HR Generalist
Industry Hospital & Health Care
Experience
UNM Hospitals February 2014 - Present
New Mexico Oncology Hematology Consultants, Ltd June 2012 - December 2013
CliftonLarsonAllen 2008 - 2012
Public Service Company of New Mexico (PNM) November 2006 - December 2007
Lovelace July 2004 - November 2006
New Mexico Business Roundtable for Educational Excellence November 2003 - July 2004
New Mexico First November 2003 - March 2004
National Kidney Foundation of New Mexico November 2001 - November 2003
Skills
Employee Benefits, Onboarding, HRIS, Employee Relations, College Recruiting, Workforce Planning, Human Resources, Recruiting, Employee Training, Personnel Management, Customer Service, Performance Management, Leadership, Job Analysis, Talent Management, Change Management, Benefits Administration, Team Building, Interviews, Applicant Tracking..., HR Policies, Employee Engagement, Administration, PeopleSoft, FMLA, New Hire Orientations
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2010
SHRM HR Management Course
UNM Hospitals February 2014 - Present
New Mexico Oncology Hematology Consultants, Ltd June 2012 - December 2013
CliftonLarsonAllen 2008 - 2012
Public Service Company of New Mexico (PNM) November 2006 - December 2007
Lovelace July 2004 - November 2006
New Mexico Business Roundtable for Educational Excellence November 2003 - July 2004
New Mexico First November 2003 - March 2004
National Kidney Foundation of New Mexico November 2001 - November 2003
Skills
Employee Benefits, Onboarding, HRIS, Employee Relations, College Recruiting, Workforce Planning, Human Resources, Recruiting, Employee Training, Personnel Management, Customer Service, Performance Management, Leadership, Job Analysis, Talent Management, Change Management, Benefits Administration, Team Building, Interviews, Applicant Tracking..., HR Policies, Employee Engagement, Administration, PeopleSoft, FMLA, New Hire Orientations
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2010
SHRM HR Management Course
Michael Carlton-Jones Michael Carlton-Jones's CliftonLarsonAllen Experience January 2013 - December 2013
Job Chief Financial Officer at Mauck 2
Industry Information Services
Experience
Mauck 2 December 2013 - Present
Leverage Mobile September 2013 - Present
Alexander Arms June 2013 - Present
Technology Management Partners September 2004 - Present
CliftonLarsonAllen January 2013 - December 2013
Navtrak, Inc. April 2005 - July 2012
Wiselore, LLC April 2000 - March 2005
Resources Connection February 2002 - June 2004
Resources Connection February 2001 - February 2002
The Kroll-O'Gara Company January 1997 - April 2000
Skills
Strategic Planning, Entrepreneurship, Business Design, Data Mining, Business Modeling, Start-ups, Due Diligence, Mergers, Accounting, SaaS, Management Consulting, Financial Analysis, New Business Development, Mergers & Acquisitions, Financial Modeling, Management, International Business, Financial Reporting, Executive Management, Business Process..., Six Sigma, Banking Relationships, Investor Relations, Leadership, Strategy, Marketing, Business Strategy, Venture Capital, Budgets, Business Development, Strategic Financial..., Finance, Auditing, Analysis, Strategic Partnerships, Forecasting, Competitive Analysis, Business Planning, Sales, Acquisition Integration, Mobile Devices, Managerial Finance, Project Planning, Small Business, Private Equity, Product Management, Internal Audit, Process Improvement, Cross-functional Team..., Risk Management
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
EMBA, Entrepreneurship
Syracuse University 1980 — 1984
BSc, Accounting
Bridgewater Raritan High School East 1976 — 1980
Mauck 2 December 2013 - Present
Leverage Mobile September 2013 - Present
Alexander Arms June 2013 - Present
Technology Management Partners September 2004 - Present
CliftonLarsonAllen January 2013 - December 2013
Navtrak, Inc. April 2005 - July 2012
Wiselore, LLC April 2000 - March 2005
Resources Connection February 2002 - June 2004
Resources Connection February 2001 - February 2002
The Kroll-O'Gara Company January 1997 - April 2000
Skills
Strategic Planning, Entrepreneurship, Business Design, Data Mining, Business Modeling, Start-ups, Due Diligence, Mergers, Accounting, SaaS, Management Consulting, Financial Analysis, New Business Development, Mergers & Acquisitions, Financial Modeling, Management, International Business, Financial Reporting, Executive Management, Business Process..., Six Sigma, Banking Relationships, Investor Relations, Leadership, Strategy, Marketing, Business Strategy, Venture Capital, Budgets, Business Development, Strategic Financial..., Finance, Auditing, Analysis, Strategic Partnerships, Forecasting, Competitive Analysis, Business Planning, Sales, Acquisition Integration, Mobile Devices, Managerial Finance, Project Planning, Small Business, Private Equity, Product Management, Internal Audit, Process Improvement, Cross-functional Team..., Risk Management
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
EMBA, Entrepreneurship
Syracuse University 1980 — 1984
BSc, Accounting
Bridgewater Raritan High School East 1976 — 1980
Holly House Holly House's CliftonLarsonAllen Experience January 2015 - Present
Job Living the CLA promise | helping to make Impactful Interactions for Success
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
University of North Texas August 2012 - Present
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Leadership, Team Leadership, Customer Service, Windows, Public Speaking, Analysis, Project Management, Budgets, Marketing Communications, Social Networking, Customer Satisfaction, Management, Strategic Planning, Training, Team Building
Education
University of North Texas 2012 — 2013
Texas A&M University-Commerce
CliftonLarsonAllen January 2015 - Present
University of North Texas August 2012 - Present
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Leadership, Team Leadership, Customer Service, Windows, Public Speaking, Analysis, Project Management, Budgets, Marketing Communications, Social Networking, Customer Satisfaction, Management, Strategic Planning, Training, Team Building
Education
University of North Texas 2012 — 2013
Texas A&M University-Commerce
Peter Alfano Peter Alfano's CliftonLarsonAllen Experience January 2015 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Allied Services May 2014 - Present
CLA 2015 - 2015
Susquehanna University April 2013 - December 2013
Skills
Internal Audit, Information Technology, Assurance, Software Quality..., Operations Management, Project Management, Organizational..., Network Architecture
Education
Susquehanna University 2010 — 2014
Bachelor's degree, Accounting
CliftonLarsonAllen January 2015 - Present
Allied Services May 2014 - Present
CLA 2015 - 2015
Susquehanna University April 2013 - December 2013
Skills
Internal Audit, Information Technology, Assurance, Software Quality..., Operations Management, Project Management, Organizational..., Network Architecture
Education
Susquehanna University 2010 — 2014
Bachelor's degree, Accounting
William Ellett William Ellett's CliftonLarsonAllen Experience August 2008 - October 2012
Job
Industry Accounting
Experience
Overseas Private Investment Corporation October 2012 - Present
CliftonLarsonAllen August 2008 - October 2012
U.S. Small Business Administration April 2002 - June 2007
XtremeSpectrum, Inc. April 2000 - April 2002
Skills
Auditing, Accounting, Internal Controls, Nonprofits, Government, CPA, GAAP, Financial Reporting, Internal Audit, Budgets, Strategic Planning, Risk Management, Assurance
Education
The George Washington University - School of Business 1995 — 1997
Masters of Accountancy
University of South Carolina - Darla Moore School of Business 1987 — 1995
B.S., Marketing, Accounting
Overseas Private Investment Corporation October 2012 - Present
CliftonLarsonAllen August 2008 - October 2012
U.S. Small Business Administration April 2002 - June 2007
XtremeSpectrum, Inc. April 2000 - April 2002
Skills
Auditing, Accounting, Internal Controls, Nonprofits, Government, CPA, GAAP, Financial Reporting, Internal Audit, Budgets, Strategic Planning, Risk Management, Assurance
Education
The George Washington University - School of Business 1995 — 1997
Masters of Accountancy
University of South Carolina - Darla Moore School of Business 1987 — 1995
B.S., Marketing, Accounting
Lauren Baratto Lauren Baratto's CliftonLarsonAllen Experience August 2013 - May 2014
Job Financial Analyst II at St. Luke's Health System
Industry Hospital & Health Care
Experience
St. Luke's Health System June 2014 - Present
CliftonLarsonAllen August 2013 - May 2014
Beck Advisory Group, LLC June 2012 - July 2013
Accretive Health June 2011 - June 2012
St. Peter's Hospital May 2010 - May 2011
Isobar Australia January 2010 - April 2010
Skills
Hospitals, Social Media, Analysis, Research, New Business Development, Healthcare Management, Healthcare, Healthcare Information..., Revenue Cycle, Managed Care, EHR, Physician Relations, Process Improvement, Clinical Research, Proposal Writing, Inpatient, Leadership, Nursing
Education
State University of New York at Oswego 2007 — 2010
Bachelor of Arts in Communication, French, International Business
State University of New York at Oswego 2007 — 2010
Bachelor of Arts, Communication, General
St. Luke's Health System June 2014 - Present
CliftonLarsonAllen August 2013 - May 2014
Beck Advisory Group, LLC June 2012 - July 2013
Accretive Health June 2011 - June 2012
St. Peter's Hospital May 2010 - May 2011
Isobar Australia January 2010 - April 2010
Skills
Hospitals, Social Media, Analysis, Research, New Business Development, Healthcare Management, Healthcare, Healthcare Information..., Revenue Cycle, Managed Care, EHR, Physician Relations, Process Improvement, Clinical Research, Proposal Writing, Inpatient, Leadership, Nursing
Education
State University of New York at Oswego 2007 — 2010
Bachelor of Arts in Communication, French, International Business
State University of New York at Oswego 2007 — 2010
Bachelor of Arts, Communication, General
Dan Giancola, CPA Dan Giancola, CPA's CliftonLarsonAllen Experience February 2011 - January 2015
Job Accounting Manager at IDEX Corporation
Industry Accounting
Experience
IDEX Corporation - IDEX MPT, Inc. - The Fitzpatrick Company September 2015 - Present
IDEX Corporation - IDEX MPT, Inc. - The Fitzpatrick Company January 2015 - September 2015
CliftonLarsonAllen February 2011 - January 2015
McGladrey January 2013 - April 2013
Skills
Auditing, Financial Reporting, Internal Controls, Assurance, Financial Accounting, Financial Analysis, Technical Recruiting, Marketing, Consulting, Recruiting, Written & Verbal..., Networking, Social Media, Job Coaching, Job Placements, Relationship Management, Employee Relations, Follow-through Skills, Job Readiness, Time Management, Passion for Helping..., Passion for Success, Sales, Cold Calling, Accounting, US GAAP, GAAP, Tax Accounting, SEC filings, Sarbanes-Oxley Act, Financial Statements, General Ledger, QuickBooks, Tax Preparation
Education
Metropolitan State University of Denver 2009 — 2011
Bachelor of Science, Accounting
The Ohio State University
IDEX Corporation - IDEX MPT, Inc. - The Fitzpatrick Company September 2015 - Present
IDEX Corporation - IDEX MPT, Inc. - The Fitzpatrick Company January 2015 - September 2015
CliftonLarsonAllen February 2011 - January 2015
McGladrey January 2013 - April 2013
Skills
Auditing, Financial Reporting, Internal Controls, Assurance, Financial Accounting, Financial Analysis, Technical Recruiting, Marketing, Consulting, Recruiting, Written & Verbal..., Networking, Social Media, Job Coaching, Job Placements, Relationship Management, Employee Relations, Follow-through Skills, Job Readiness, Time Management, Passion for Helping..., Passion for Success, Sales, Cold Calling, Accounting, US GAAP, GAAP, Tax Accounting, SEC filings, Sarbanes-Oxley Act, Financial Statements, General Ledger, QuickBooks, Tax Preparation
Education
Metropolitan State University of Denver 2009 — 2011
Bachelor of Science, Accounting
The Ohio State University
John Lorenzini, CPA John Lorenzini, CPA's CliftonLarsonAllen Experience January 2008 - Present
Job Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2008 - Present
Life Time Fitness May 2006 - August 2006
Abdo Eick & Meyers, LLP January 2006 - April 2006
Skills
GAAP, Accounting, US GAAP
Education
St. Cloud State University 2002 — 2007
Bachelor of Science, Accounting, Economics
CliftonLarsonAllen January 2008 - Present
Life Time Fitness May 2006 - August 2006
Abdo Eick & Meyers, LLP January 2006 - April 2006
Skills
GAAP, Accounting, US GAAP
Education
St. Cloud State University 2002 — 2007
Bachelor of Science, Accounting, Economics
Alex Vorpahl Alex Vorpahl's CliftonLarsonAllen Experience June 2013 - Present
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2013 - Present
ParenteBeard LLC January 2011 - April 2013
United Way of Atlantic County September 2010 - December 2010
US Department of Defense June 2010 - August 2010
Shoprite June 2004 - May 2010
Ocean County College September 2008 - December 2008
Skills
Auditing, Accounting, Tax Accounting, XBRL, QuickBooks, US GAAP, Microsoft Office, CISA, Visual Basic, CCH Research, Financial Accounting, Variance Analysis, IDEA Software, JavaScript, Visual C++, HTML, SSAE 16, GAAP
Education
Richard Stockton College of New Jersey 2008 — 2010
Bachelor of Science, Business Administration, Accounting, 3.2
The Washington Center 2010 — 2010
CliftonLarsonAllen June 2013 - Present
ParenteBeard LLC January 2011 - April 2013
United Way of Atlantic County September 2010 - December 2010
US Department of Defense June 2010 - August 2010
Shoprite June 2004 - May 2010
Ocean County College September 2008 - December 2008
Skills
Auditing, Accounting, Tax Accounting, XBRL, QuickBooks, US GAAP, Microsoft Office, CISA, Visual Basic, CCH Research, Financial Accounting, Variance Analysis, IDEA Software, JavaScript, Visual C++, HTML, SSAE 16, GAAP
Education
Richard Stockton College of New Jersey 2008 — 2010
Bachelor of Science, Business Administration, Accounting, 3.2
The Washington Center 2010 — 2010
Emily Benjamin Emily Benjamin's CliftonLarsonAllen Experience February 2004 - Present
Job Tax Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2004 - Present
Skills
Tax, Quickbooks, Accounting, Income Tax, Tax Returns, Tax Preparation, Corporate Tax, Fixed Assets, Tax Compliance, S Corporations, Tax Services, Small Business, Tax Accounting, QuickBooks, GAAP, Partnership Taxation, Tax Research, CPA
Education
St. Cloud State University 1999 — 2003
B.S., Accountancy
Annandale high School 1995 — 1999
CliftonLarsonAllen February 2004 - Present
Skills
Tax, Quickbooks, Accounting, Income Tax, Tax Returns, Tax Preparation, Corporate Tax, Fixed Assets, Tax Compliance, S Corporations, Tax Services, Small Business, Tax Accounting, QuickBooks, GAAP, Partnership Taxation, Tax Research, CPA
Education
St. Cloud State University 1999 — 2003
B.S., Accountancy
Annandale high School 1995 — 1999
Jennifer Cavanaugh, CPA Jennifer Cavanaugh, CPA's CliftonLarsonAllen Experience November 2014 - May 2015
Job Contract Auditor at Sandia National Laboratories
Industry Accounting
Experience
Sandia National Laboratories May 2015 - Present
CliftonLarsonAllen November 2014 - May 2015
CliftonLarsonAllen 2012 - November 2014
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company January 2009 - December 2010
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
BA, Accounting
Sandia National Laboratories May 2015 - Present
CliftonLarsonAllen November 2014 - May 2015
CliftonLarsonAllen 2012 - November 2014
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company January 2009 - December 2010
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
BA, Accounting
George Hostal, CPA, CFP George Hostal, CPA, CFP's CliftonLarsonAllen Experience June 2013 - Present
Job Sr. Wealth Advisor at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen June 2013 - Present
First Western Trust Bank February 2010 - May 2013
J.P. Morgan 1994 - 2006
Skills
Wealth, Investments, Strategic Financial..., Banking, Wealth Management, Mortgage Lending, Wealth Management..., Private Banking, Financial Analysis, Series 7, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Management, Retirement Planning, Commercial Lending, Asset Management, Investment Management, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.)
CliftonLarsonAllen June 2013 - Present
First Western Trust Bank February 2010 - May 2013
J.P. Morgan 1994 - 2006
Skills
Wealth, Investments, Strategic Financial..., Banking, Wealth Management, Mortgage Lending, Wealth Management..., Private Banking, Financial Analysis, Series 7, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Management, Retirement Planning, Commercial Lending, Asset Management, Investment Management, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.)
Jeff Sellner Jeff Sellner's CliftonLarsonAllen Experience January 1998 - Present
Job Principal at CliftonLarsonAllen LLP, Technology and Emerging Companies
Industry Accounting
Experience
CliftonLarsonAllen January 1998 - Present
Skills
Financial Reporting, Financial Modeling, Tax, Restructuring, Venture Capital
Education
Saint Cloud State University - G.R. Herberger College of Business 1994 — 1998
BS, Accounting
CliftonLarsonAllen January 1998 - Present
Skills
Financial Reporting, Financial Modeling, Tax, Restructuring, Venture Capital
Education
Saint Cloud State University - G.R. Herberger College of Business 1994 — 1998
BS, Accounting
Jessica Platt's CliftonLarsonAllen Experience November 2014 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
Zeiterion Performing Arts Center September 2013 - Present
CliftonLarsonAllen November 2012 - October 2014
CliftonLarsonAllen January 2010 - October 2012
PricewaterhouseCoopers October 2006 - January 2010
Decas Cranberry Products Inc. 2000 - 2002
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Master's degree, Taxation
University of Massachusetts Dartmouth 1998 — 2001
Bachelor of Science (B.S.), Accounting
Apponequet 1994 — 1997
CliftonLarsonAllen November 2014 - Present
Zeiterion Performing Arts Center September 2013 - Present
CliftonLarsonAllen November 2012 - October 2014
CliftonLarsonAllen January 2010 - October 2012
PricewaterhouseCoopers October 2006 - January 2010
Decas Cranberry Products Inc. 2000 - 2002
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Master's degree, Taxation
University of Massachusetts Dartmouth 1998 — 2001
Bachelor of Science (B.S.), Accounting
Apponequet 1994 — 1997
Amanda Kemp's CliftonLarsonAllen Experience January 2015 - Present
Job Senior At CliftonLarsonAllen
Industry Information Technology and Services
Experience
CliftonLarsonAllen January 2015 - Present
CubeSmart June 2007 - January 2015
Temple University 2008 - 2014
Skills
Microsoft SQL Server, Crystal Reports, Microsoft Dynamics, Management, Financial Reporting, Auditing, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2005 — 2007
Bachelor's degree, Accounting
CliftonLarsonAllen January 2015 - Present
CubeSmart June 2007 - January 2015
Temple University 2008 - 2014
Skills
Microsoft SQL Server, Crystal Reports, Microsoft Dynamics, Management, Financial Reporting, Auditing, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2005 — 2007
Bachelor's degree, Accounting
Natalie Romero Natalie Romero's CliftonLarsonAllen Experience May 2015 - Present
Job Associate at Clifton Larson Allen
Industry Accounting
Experience
CliftonLarsonAllen May 2015 - Present
Sadies Restaurant July 2012 - May 2015
Heritage Hotels and Resorts June 2014 - August 2014
T-Mobile 2010 - 2011
Skills
Customer Service, Sales, Writing, Communication, Leadership, Networking, Call Centers, Training, Time Management, Microsoft Office, Customer Satisfaction, Team Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2015
Master's Degree, Professional Accounting
The University of New Mexico 2004 — 2009
Bachelor of Arts (B.A.), English Creative Writing
CliftonLarsonAllen May 2015 - Present
Sadies Restaurant July 2012 - May 2015
Heritage Hotels and Resorts June 2014 - August 2014
T-Mobile 2010 - 2011
Skills
Customer Service, Sales, Writing, Communication, Leadership, Networking, Call Centers, Training, Time Management, Microsoft Office, Customer Satisfaction, Team Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2015
Master's Degree, Professional Accounting
The University of New Mexico 2004 — 2009
Bachelor of Arts (B.A.), English Creative Writing
Brandon Thayer Brandon Thayer's CliftonLarsonAllen Experience November 2014 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
Wipfli LLP July 2013 - October 2014
St. Norbert College August 2009 - May 2013
Wisconsin Timber Rattlers May 2010 - September 2011
Green Bay Country Club July 2011 - August 2011
Green Bay Packers August 2009 - January 2010
Skills
Accounting, Microsoft Word, Microsoft Excel, Public Speaking, Public Relations, Sports Marketing, Promotions, Event Planning, Teamwork, PowerPoint, Time Management, Microsoft Office, Leadership
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
CliftonLarsonAllen November 2014 - Present
Wipfli LLP July 2013 - October 2014
St. Norbert College August 2009 - May 2013
Wisconsin Timber Rattlers May 2010 - September 2011
Green Bay Country Club July 2011 - August 2011
Green Bay Packers August 2009 - January 2010
Skills
Accounting, Microsoft Word, Microsoft Excel, Public Speaking, Public Relations, Sports Marketing, Promotions, Event Planning, Teamwork, PowerPoint, Time Management, Microsoft Office, Leadership
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Gretchen Ross, CPA Gretchen Ross, CPA's CliftonLarsonAllen Experience August 2010 - November 2012
Job Hedge Accounting Specialist at Smithfield Foods
Industry Accounting
Experience
Smithfield Foods March 2013 - Present
Dixon Hughes Goodman LLP November 2012 - February 2013
CliftonLarsonAllen August 2010 - November 2012
Skills
Accounting, ADP Payroll, Non-profits, CPA, General Ledger, Nonprofits, Auditing, Accounts Payable, GAAP, Payroll, Financial Statements, Bank Reconciliation, Financial Reporting, US GAAP, QuickBooks, Financial Accounting
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
University of Virginia 2005 — 2009
Bachelor of Arts (B.A.), Economics
Smithfield Foods March 2013 - Present
Dixon Hughes Goodman LLP November 2012 - February 2013
CliftonLarsonAllen August 2010 - November 2012
Skills
Accounting, ADP Payroll, Non-profits, CPA, General Ledger, Nonprofits, Auditing, Accounts Payable, GAAP, Payroll, Financial Statements, Bank Reconciliation, Financial Reporting, US GAAP, QuickBooks, Financial Accounting
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
University of Virginia 2005 — 2009
Bachelor of Arts (B.A.), Economics
Elisabeth Baer, CPA Elisabeth Baer, CPA's CliftonLarsonAllen Experience July 2011 - August 2012
Job Forensic Accountant at Retoske Firm
Industry Accounting
Experience
The Retoske Firm, P.C. March 2014 - Present
eVOLV Fitness of New Mexico January 2013 - November 2013
BACA+REDWINE CPA October 2012 - April 2013
New Mexico Sports and Wellness October 2008 - December 2012
CliftonLarsonAllen July 2011 - August 2012
Abbott Medical Optics July 2004 - May 2011
British Airways July 2001 - June 2004
Skills
Excel, Word, Budgeting, Customer Relations, fx Engagement, Great Plains Software, Certified Group..., BodyPump, Step Aerobics, Strength & Conditioning, Trade Shows, Trade Compliance, Import/export..., Microsoft Excel, Customer Service, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Accounting, Advanced Accounting, 4.0
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Bachelor of Business Administration (BBA), Accounting, 4.0
The Retoske Firm, P.C. March 2014 - Present
eVOLV Fitness of New Mexico January 2013 - November 2013
BACA+REDWINE CPA October 2012 - April 2013
New Mexico Sports and Wellness October 2008 - December 2012
CliftonLarsonAllen July 2011 - August 2012
Abbott Medical Optics July 2004 - May 2011
British Airways July 2001 - June 2004
Skills
Excel, Word, Budgeting, Customer Relations, fx Engagement, Great Plains Software, Certified Group..., BodyPump, Step Aerobics, Strength & Conditioning, Trade Shows, Trade Compliance, Import/export..., Microsoft Excel, Customer Service, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Master of Accounting, Advanced Accounting, 4.0
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Bachelor of Business Administration (BBA), Accounting, 4.0
Kelsey Jenniges Kelsey Jenniges's CliftonLarsonAllen Experience September 2013 - Present
Job Accountant at CliftonLarsonAllen
Industry Higher Education
Experience
CliftonLarsonAllen September 2013 - Present
University of St. Thomas September 2011 - May 2013
Second Harvest Heartland June 2012 - April 2013
ReconRobotics, Inc. May 2012 - August 2012
St. Olaf College September 2010 - May 2011
St. Olaf College September 2007 - May 2011
Orenstein, Jenniges & Bronson, CPAs June 2010 - August 2010
Skills
Excel, Navision, Word, PowerPoint, Accounting, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Account Reconciliation, Financial Accounting, Accounts Receivable, General Ledger, Accounts Payable, Management, Strategic Planning
Education
University of St. Thomas 2011 — 2013
MBA, Accounting
St. Olaf College 2007 — 2011
Bachelor's, Economics, Finance
CliftonLarsonAllen September 2013 - Present
University of St. Thomas September 2011 - May 2013
Second Harvest Heartland June 2012 - April 2013
ReconRobotics, Inc. May 2012 - August 2012
St. Olaf College September 2010 - May 2011
St. Olaf College September 2007 - May 2011
Orenstein, Jenniges & Bronson, CPAs June 2010 - August 2010
Skills
Excel, Navision, Word, PowerPoint, Accounting, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Account Reconciliation, Financial Accounting, Accounts Receivable, General Ledger, Accounts Payable, Management, Strategic Planning
Education
University of St. Thomas 2011 — 2013
MBA, Accounting
St. Olaf College 2007 — 2011
Bachelor's, Economics, Finance
Michael Dean, CISA, CIA, PMP's CliftonLarsonAllen Experience October 2007 - December 2012
Job Manager, IT Audit at Myers and Stauffer LC
Industry Information Technology and Services
Experience
Myers and Stauffer LC January 2013 - Present
CliftonLarsonAllen October 2007 - December 2012
Clifton Gunderson, LLP July 2006 - September 2007
Clifton Gunderson December 2004 - June 2006
Texas State Auditor's Office April 2001 - December 2004
Texas State Auditor's Office June 1999 - April 2001
Skills
IT Audit, IT Controls, IT Governance, Information Security, TopSecret, Unix Security, Windows Security, Project Management, SSAE 16, Risk Management, Risk Assessment
Education
University of California, Berkeley 2006 — 2008
Certificate, Computer Information Systems Analysis and Design
The University of Texas at Austin 1997 — 1999
Master's, Public Affairs
University of North Carolina at Chapel Hill 1992 — 1996
BA, English
The University of Manchester 1994 — 1995
Study Abroad
Myers and Stauffer LC January 2013 - Present
CliftonLarsonAllen October 2007 - December 2012
Clifton Gunderson, LLP July 2006 - September 2007
Clifton Gunderson December 2004 - June 2006
Texas State Auditor's Office April 2001 - December 2004
Texas State Auditor's Office June 1999 - April 2001
Skills
IT Audit, IT Controls, IT Governance, Information Security, TopSecret, Unix Security, Windows Security, Project Management, SSAE 16, Risk Management, Risk Assessment
Education
University of California, Berkeley 2006 — 2008
Certificate, Computer Information Systems Analysis and Design
The University of Texas at Austin 1997 — 1999
Master's, Public Affairs
University of North Carolina at Chapel Hill 1992 — 1996
BA, English
The University of Manchester 1994 — 1995
Study Abroad
Ryan Jones, CPA Ryan Jones, CPA's CliftonLarsonAllen Experience January 2009 - Present
Job Engagement Director at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2009 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
Bachelor's, Accounting
CliftonLarsonAllen January 2009 - Present
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
Bachelor's, Accounting
Scott Henry, CPA Scott Henry, CPA's CliftonLarsonAllen Experience November 2008 - Present
Job Partner at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2008 - Present
Henry, Held & Reilly, LLP January 1985 - October 2008
Martin, Trachta, Hunter & Company November 1981 - December 1984
Arthur Young 1978 - 1981
Education
Texas Tech University - Rawls College of Business 1974 — 1978
BBA, Accounting
CHS Band Class of 74
CliftonLarsonAllen November 2008 - Present
Henry, Held & Reilly, LLP January 1985 - October 2008
Martin, Trachta, Hunter & Company November 1981 - December 1984
Arthur Young 1978 - 1981
Education
Texas Tech University - Rawls College of Business 1974 — 1978
BBA, Accounting
CHS Band Class of 74
Denise Wu Denise Wu's CliftonLarsonAllen Experience January 2015 - Present
Job PrincipalinCharge, Federal Government Services at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen, formerly Clifton Gunderson July 2008 - Present
Clifton Gunderson LLP June 2002 - May 2008
Clifton Gunderson LLP June 1997 - May 2002
Urbach, Kahn & Werlin PC May 1996 - May 1997
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Business Process..., Financial Audits, CPA, GAAP, Assurance, Finance, Tax, Forensic Accounting, US GAAP, Analysis, Financial Accounting, External Audit, Internal Audit, Financial Statements, Sarbanes-Oxley Act, Policy
Education
The Ohio State University 1999 — 2001
Bachelor of Science, Accounting
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen, formerly Clifton Gunderson July 2008 - Present
Clifton Gunderson LLP June 2002 - May 2008
Clifton Gunderson LLP June 1997 - May 2002
Urbach, Kahn & Werlin PC May 1996 - May 1997
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Business Process..., Financial Audits, CPA, GAAP, Assurance, Finance, Tax, Forensic Accounting, US GAAP, Analysis, Financial Accounting, External Audit, Internal Audit, Financial Statements, Sarbanes-Oxley Act, Policy
Education
The Ohio State University 1999 — 2001
Bachelor of Science, Accounting
Patrick Wilkins, CPA's CliftonLarsonAllen Experience January 2012 - May 2015
Job CFO at United Way of Central New Mexico
Industry Accounting
Experience
United Way of Central New Mexico May 2015 - Present
CliftonLarsonAllen January 2012 - May 2015
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company December 1990 - December 2010
Ehrhardt, Keefe, Steiner & Hottman August 1997 - August 2000
First National Bank in Albuquerque 1989 - 1990
Farmers Market Albuquerque, NM August 1976 - August 1986
Skills
CPA, Internal Controls, Auditing, GAAP, Assurance, US GAAP, Financial Audits, Financial Statements, Nonprofits, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Accounting, Corporate Tax, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1985
BBA, Accounting
United Way of Central New Mexico May 2015 - Present
CliftonLarsonAllen January 2012 - May 2015
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company December 1990 - December 2010
Ehrhardt, Keefe, Steiner & Hottman August 1997 - August 2000
First National Bank in Albuquerque 1989 - 1990
Farmers Market Albuquerque, NM August 1976 - August 1986
Skills
CPA, Internal Controls, Auditing, GAAP, Assurance, US GAAP, Financial Audits, Financial Statements, Nonprofits, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Accounting, Corporate Tax, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1985
BBA, Accounting
Autumn Hassinger Autumn Hassinger's CliftonLarsonAllen Experience June 2012 - Present
Job Consultant, Health Care, at CliftonLarsonAllen LLP
Industry Health, Wellness and Fitness
Experience
CliftonLarsonAllen June 2012 - Present
CliftonLarsonAllen November 2011 - June 2012
LarsonAllen January 2008 - November 2011
SatCom Global January 2004 - September 2007
United States Postal Service 2003 - 2005
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Tax, Financial Reporting, GAAP, Microsoft Excel, QuickBooks, Account Reconciliation, Budgets, Financial Accounting, Microsoft Word, PowerPoint, Accounts Payable, Bookkeeping, General Ledger, Market Research, Strategic Planning
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
CliftonLarsonAllen June 2012 - Present
CliftonLarsonAllen November 2011 - June 2012
LarsonAllen January 2008 - November 2011
SatCom Global January 2004 - September 2007
United States Postal Service 2003 - 2005
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Tax, Financial Reporting, GAAP, Microsoft Excel, QuickBooks, Account Reconciliation, Budgets, Financial Accounting, Microsoft Word, PowerPoint, Accounts Payable, Bookkeeping, General Ledger, Market Research, Strategic Planning
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Brett DeWall Brett DeWall's CliftonLarsonAllen Experience November 2014 - May 2015
Job Cyber Security Engineer at Target
Industry Information Technology and Services
Experience
Target June 2015 - Present
DeWall Bros. June 2012 - Present
CliftonLarsonAllen November 2014 - May 2015
CliftonLarsonAllen October 2013 - November 2014
CliftonLarsonAllen May 2013 - September 2013
Arvig October 2012 - May 2013
Arvig May 2010 - August 2010
Warmka Welding September 2008 - June 2009
Skills
Microsoft Office, Troubleshooting, Leadership, Mac, Enthusiastic..., Entrepreneurship, Highly responsible, MIG welding, Help Desk Support, Management Control, Website Development, Product Development, Marketing Operations, Windows, Customer Service, Information Security, Management, Cloud Computing, Microsoft Excel, PowerPoint, Time Management, Network Security, Microsoft Word, Security, Computer Security, Teamwork
Education
St. Cloud State University 2009 — 2013
Information Stystems, Information Technology
Grand Meadow High School 2006 — 2009
High School Degree, 3.8
Target June 2015 - Present
DeWall Bros. June 2012 - Present
CliftonLarsonAllen November 2014 - May 2015
CliftonLarsonAllen October 2013 - November 2014
CliftonLarsonAllen May 2013 - September 2013
Arvig October 2012 - May 2013
Arvig May 2010 - August 2010
Warmka Welding September 2008 - June 2009
Skills
Microsoft Office, Troubleshooting, Leadership, Mac, Enthusiastic..., Entrepreneurship, Highly responsible, MIG welding, Help Desk Support, Management Control, Website Development, Product Development, Marketing Operations, Windows, Customer Service, Information Security, Management, Cloud Computing, Microsoft Excel, PowerPoint, Time Management, Network Security, Microsoft Word, Security, Computer Security, Teamwork
Education
St. Cloud State University 2009 — 2013
Information Stystems, Information Technology
Grand Meadow High School 2006 — 2009
High School Degree, 3.8
Janet Pacheco-Morton, CPA, CGFM's CliftonLarsonAllen Experience January 2012 - March 2015
Job Principal at Weiner & Company, P.C.
Industry Accounting
Experience
Weiner & Company, P.C. May 2015 - Present
CliftonLarsonAllen January 2012 - March 2015
Clifton Gunderson LLP January 2011 - January 2012
Association of Government Accountants (AGA) 2011 - 2012
Meyners + Company January 2004 - January 2011
Center For Adaptive Systems Applications 1996 - 2000
Skills
Government Accounting, CPA, Auditing, Accounting, Internal Controls, Financial Reporting, Tax Preparation, Assurance, GAAP, Tax, General Ledger, US GAAP, SEC filings, Internal Audit, External Audit, Financial Accounting, QuickBooks, Forensic Accounting, Financial Statements, Income Tax, Tax Accounting, Corporate Tax, Budgets, Sarbanes-Oxley Act, Financial Audits, Tax Returns, Certified Fraud Examiner, Bookkeeping, Sales Tax, Account Reconciliation, Peachtree, Financial Analysis, Accounts Payable
Education
The University of New Mexico - Robert O. Anderson School of Management 1994 — 1997
BBA, Accounting
Weiner & Company, P.C. May 2015 - Present
CliftonLarsonAllen January 2012 - March 2015
Clifton Gunderson LLP January 2011 - January 2012
Association of Government Accountants (AGA) 2011 - 2012
Meyners + Company January 2004 - January 2011
Center For Adaptive Systems Applications 1996 - 2000
Skills
Government Accounting, CPA, Auditing, Accounting, Internal Controls, Financial Reporting, Tax Preparation, Assurance, GAAP, Tax, General Ledger, US GAAP, SEC filings, Internal Audit, External Audit, Financial Accounting, QuickBooks, Forensic Accounting, Financial Statements, Income Tax, Tax Accounting, Corporate Tax, Budgets, Sarbanes-Oxley Act, Financial Audits, Tax Returns, Certified Fraud Examiner, Bookkeeping, Sales Tax, Account Reconciliation, Peachtree, Financial Analysis, Accounts Payable
Education
The University of New Mexico - Robert O. Anderson School of Management 1994 — 1997
BBA, Accounting
Jeff Roybal Jeff Roybal's CliftonLarsonAllen Experience September 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Zia Trust, Inc. January 2014 - September 2015
American Campus Communities August 2012 - July 2014
Sheraton Albuquerque Airport June 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Access, Event Planning, Account Reconciliation, Spreadsheets, Microsoft Office, Microsoft Word, Outlook, Time Management, Budgets, Data Entry, Teamwork, Facebook, Public Speaking
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2015
Bachelor's degree, Accounting
CliftonLarsonAllen September 2015 - Present
Zia Trust, Inc. January 2014 - September 2015
American Campus Communities August 2012 - July 2014
Sheraton Albuquerque Airport June 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Access, Event Planning, Account Reconciliation, Spreadsheets, Microsoft Office, Microsoft Word, Outlook, Time Management, Budgets, Data Entry, Teamwork, Facebook, Public Speaking
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2015
Bachelor's degree, Accounting
Josh Krupke Josh Krupke's CliftonLarsonAllen Experience May 2013 - Present
Job CPA, Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2013 - Present
CliftonLarsonAllen January 2013 - April 2013
Thomes Construction January 2012 - December 2012
Skills
Accounting, Microsoft Excel, Peachtree, Microsoft Word, Teamwork, Time Management, Customer Service, Accounts Receivable, Bookkeeping, Financial Analysis, Financial Accounting, GAAP
Education
St. Cloud State University 2010 — 2012
Bachelors, Accounting
Ridgewater Community College 2003 — 2005
Associates, Liberal Arts
CliftonLarsonAllen May 2013 - Present
CliftonLarsonAllen January 2013 - April 2013
Thomes Construction January 2012 - December 2012
Skills
Accounting, Microsoft Excel, Peachtree, Microsoft Word, Teamwork, Time Management, Customer Service, Accounts Receivable, Bookkeeping, Financial Analysis, Financial Accounting, GAAP
Education
St. Cloud State University 2010 — 2012
Bachelors, Accounting
Ridgewater Community College 2003 — 2005
Associates, Liberal Arts
Kim Danek, CPA Kim Danek, CPA's CliftonLarsonAllen Experience September 2015 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2015 - September 2015
Sanford, Baumeister & Frazier, LLP July 2012 - January 2015
Sanford, Baumeister & Frazier, LLP January 2009 - July 2012
Sanford, Baumeister & Frazier, LLP January 2007 - December 2009
Skills
Oil & Gas Industry, QuickBooks, Organization, Training, Personal Income Tax..., Microsoft Excel, PowerPoint, Portal Technologies, Staff Development, Time Management, Partnership Taxation, Payroll Taxes, Procedure Development, Tax Accounting, Tax Returns, Tax Preparation, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Texas Wesleyan University 2005 — 2007
N/A, Accounting
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2015 - September 2015
Sanford, Baumeister & Frazier, LLP July 2012 - January 2015
Sanford, Baumeister & Frazier, LLP January 2009 - July 2012
Sanford, Baumeister & Frazier, LLP January 2007 - December 2009
Skills
Oil & Gas Industry, QuickBooks, Organization, Training, Personal Income Tax..., Microsoft Excel, PowerPoint, Portal Technologies, Staff Development, Time Management, Partnership Taxation, Payroll Taxes, Procedure Development, Tax Accounting, Tax Returns, Tax Preparation, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Texas Wesleyan University 2005 — 2007
N/A, Accounting
Dustin Braun Dustin Braun's CliftonLarsonAllen Experience September 2015 - Present
Job Application Developer at CliftonLarsonAllen
Industry Computer Software
Experience
CliftonLarsonAllen September 2015 - Present
LexisNexis June 2015 - August 2015
Metro Sales, Inc. November 2013 - May 2015
Skills
Microsoft Office, Programming, Databases, ASP.NET, C++, C#, SQL, Microsoft Excel, Leadership, Microsoft Word, Teamwork, Microsoft SQL Server, Database Administration, Software Development, Testing, Debugging, Embedded Systems, PHP, ARM Assembly, Software Documentation, Software Design, Documentation, C, MySQL, Troubleshooting, Verilog, Visual Studio, SQL Server Management...
Education
St. Cloud State University 2009 — 2015
Bachelor of Science (B.S.), Computer Engineering
CliftonLarsonAllen September 2015 - Present
LexisNexis June 2015 - August 2015
Metro Sales, Inc. November 2013 - May 2015
Skills
Microsoft Office, Programming, Databases, ASP.NET, C++, C#, SQL, Microsoft Excel, Leadership, Microsoft Word, Teamwork, Microsoft SQL Server, Database Administration, Software Development, Testing, Debugging, Embedded Systems, PHP, ARM Assembly, Software Documentation, Software Design, Documentation, C, MySQL, Troubleshooting, Verilog, Visual Studio, SQL Server Management...
Education
St. Cloud State University 2009 — 2015
Bachelor of Science (B.S.), Computer Engineering
Jason Neumann Jason Neumann's CliftonLarsonAllen Experience November 2011 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2011 - Present
LarsonAllen January 2006 - October 2011
Skills
Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, Financial Analysis, General Ledger, GAAP, QuickBooks, Income Tax
Education
St. Cloud State University 2002 — 2006
Bachelor's degree, Accounting and Finance
CliftonLarsonAllen November 2011 - Present
LarsonAllen January 2006 - October 2011
Skills
Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, Financial Analysis, General Ledger, GAAP, QuickBooks, Income Tax
Education
St. Cloud State University 2002 — 2006
Bachelor's degree, Accounting and Finance
Lisa (Schwartz) Stover, CPA, CGMA, CAE's CliftonLarsonAllen Experience September 2015 - Present
Job Engagement Director, Nonprofit Outsourcing at CliftonLarsonAllen
Industry Nonprofit Organization Management
Experience
CliftonLarsonAllen September 2015 - Present
HR Certification Institute - HRCI August 2014 - September 2015
HR Certification Institute - HRCI April 2013 - September 2015
Washington National Cathedral November 2009 - April 2013
PwC January 2004 - November 2009
Senator Christopher Dodd September 2001 - December 2001
Skills
Accounting, Financial Analysis, CPA, Auditing, GAAP, US GAAP, Internal Controls, Financial Reporting, Member of AICPA, External Audit, Consolidation, Budgets, Managerial Finance, Revenue Recognition, Financial Statements, Nonprofits, Accounting Research, General Ledger, Microsoft Excel, Fixed Assets, Cash Flow, Variance Analysis, Finance, Financial Accounting, Assurance, Account Reconciliation, Accruals, Big 4, Great Plains Software, Monthly Close, Management Accounting, Intacct, Sarbanes-Oxley Act, Management, Analysis, Payroll, Strategic Planning
Education
The University of Connecticut 1999 — 2004
Bachelor of Science (BS), Accounting
The University of Connecticut School of Business 1999 — 2003
BS Accounting, Accounting
CliftonLarsonAllen September 2015 - Present
HR Certification Institute - HRCI August 2014 - September 2015
HR Certification Institute - HRCI April 2013 - September 2015
Washington National Cathedral November 2009 - April 2013
PwC January 2004 - November 2009
Senator Christopher Dodd September 2001 - December 2001
Skills
Accounting, Financial Analysis, CPA, Auditing, GAAP, US GAAP, Internal Controls, Financial Reporting, Member of AICPA, External Audit, Consolidation, Budgets, Managerial Finance, Revenue Recognition, Financial Statements, Nonprofits, Accounting Research, General Ledger, Microsoft Excel, Fixed Assets, Cash Flow, Variance Analysis, Finance, Financial Accounting, Assurance, Account Reconciliation, Accruals, Big 4, Great Plains Software, Monthly Close, Management Accounting, Intacct, Sarbanes-Oxley Act, Management, Analysis, Payroll, Strategic Planning
Education
The University of Connecticut 1999 — 2004
Bachelor of Science (BS), Accounting
The University of Connecticut School of Business 1999 — 2003
BS Accounting, Accounting
Wilson Kayo, MBA, CGMA, CGFM, CPA Wilson Kayo, MBA, CGMA, CGFM, CPA's CliftonLarsonAllen Experience November 2012 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - Present
Skills
Accounting, Corporate Tax, Government Accounting, Non-profits, Internal Controls, Tax, Auditing, Financial Accounting
Education
The Johns Hopkins University - Carey Business School 2005 — 2008
MBA, Accounting/Finance
Institut Superieur de Commerce et d’Administration des Enterpises 1993 — 1997
Bachelor, Accounting/Finance
CliftonLarsonAllen November 2012 - Present
Skills
Accounting, Corporate Tax, Government Accounting, Non-profits, Internal Controls, Tax, Auditing, Financial Accounting
Education
The Johns Hopkins University - Carey Business School 2005 — 2008
MBA, Accounting/Finance
Institut Superieur de Commerce et d’Administration des Enterpises 1993 — 1997
Bachelor, Accounting/Finance
Kaia Fairbanks Kaia Fairbanks's CliftonLarsonAllen Experience January 2012 - June 2013
Job Financial Analyst at Securian Financial Group
Industry Accounting
Experience
Securian Financial Group September 2015 - Present
Calabrio, Inc July 2013 - August 2015
CliftonLarsonAllen January 2012 - June 2013
DS&B, Ltd. February 2011 - April 2011
Skills
Accounting, GAAP, Auditing, General Ledger, Financial Statements, Tax Preparation, Financial Reporting, Tax, US GAAP, Financial Accounting, Assurance, Corporate Tax, Financial Analysis, Fixed Assets, Income Tax, Journal Entries, Management, Microsoft Excel, Microsoft Office, Tax Accounting, Tax Research
Education
St. Cloud State University 2007 — 2011
Bachelor's degree, Accounting, 3.25
St. Cloud State University 2007 — 2011
Minor, Management Information Systems, General, 3.25
Securian Financial Group September 2015 - Present
Calabrio, Inc July 2013 - August 2015
CliftonLarsonAllen January 2012 - June 2013
DS&B, Ltd. February 2011 - April 2011
Skills
Accounting, GAAP, Auditing, General Ledger, Financial Statements, Tax Preparation, Financial Reporting, Tax, US GAAP, Financial Accounting, Assurance, Corporate Tax, Financial Analysis, Fixed Assets, Income Tax, Journal Entries, Management, Microsoft Excel, Microsoft Office, Tax Accounting, Tax Research
Education
St. Cloud State University 2007 — 2011
Bachelor's degree, Accounting, 3.25
St. Cloud State University 2007 — 2011
Minor, Management Information Systems, General, 3.25
Rachael Zwiener Rachael Zwiener's CliftonLarsonAllen Experience January 2015 - April 2015
Job Student at St. Cloud State University
Industry Higher Education
Experience
St. Cloud State University September 2013 - Present
Self-employed 2011 - Present
CliftonLarsonAllen January 2015 - April 2015
St. Cloud Tech High School August 2013 - November 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel
Education
St. Cloud State University 2013 — 2015
Bachelor of Science (BS), Accounting
College of Saint Scholastica 2011 — 2013
Accounting and Economics
Home Schooled 1998 — 2011
St. Cloud State University September 2013 - Present
Self-employed 2011 - Present
CliftonLarsonAllen January 2015 - April 2015
St. Cloud Tech High School August 2013 - November 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel
Education
St. Cloud State University 2013 — 2015
Bachelor of Science (BS), Accounting
College of Saint Scholastica 2011 — 2013
Accounting and Economics
Home Schooled 1998 — 2011
David Sayers, CFP®, CLU®, MBA David Sayers, CFP®, CLU®, MBA's CliftonLarsonAllen Experience January 2013 - October 2014
Job Associate Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
CliftonLarsonAllen January 2013 - October 2014
Northwestern Mutual 2007 - 2013
3M 2004 - 2007
GE 1999 - 2004
Education
Certified Financial Planner Board of Standards, Inc.
The American College
University of Minnesota - Carlson School of Management
MBA
University of Minnesota-Twin Cities
BS, Engineering & Business Management
Stillwater Area High School, Stillwater, MN
CliftonLarsonAllen January 2013 - October 2014
Northwestern Mutual 2007 - 2013
3M 2004 - 2007
GE 1999 - 2004
Education
Certified Financial Planner Board of Standards, Inc.
The American College
University of Minnesota - Carlson School of Management
MBA
University of Minnesota-Twin Cities
BS, Engineering & Business Management
Stillwater Area High School, Stillwater, MN
Tori Lehman's CliftonLarsonAllen Experience January 2009 - Present
Job Principal
Industry Accounting
Experience
CliftonLarsonAllen January 2009 - Present
Crowe Horwath LLP August 1993 - November 2008
Carter, Belcourt & Atkinson, PA 1994 - 2007
Skills
Auditing, Accounting, QuickBooks, CPA, External Audit, Nonprofits, Internal Controls, Financial Reporting, Financial Statements, Financial Audits, GAAP, General Ledger, Financial Services, Tax, Non-profits, Tax Preparation, Financial Accounting, Financial Analysis
Education
Stetson University 1987 — 1992
Bachelors, Business Administration
Plant High
CliftonLarsonAllen January 2009 - Present
Crowe Horwath LLP August 1993 - November 2008
Carter, Belcourt & Atkinson, PA 1994 - 2007
Skills
Auditing, Accounting, QuickBooks, CPA, External Audit, Nonprofits, Internal Controls, Financial Reporting, Financial Statements, Financial Audits, GAAP, General Ledger, Financial Services, Tax, Non-profits, Tax Preparation, Financial Accounting, Financial Analysis
Education
Stetson University 1987 — 1992
Bachelors, Business Administration
Plant High
Dennis Briesacher, CPA Dennis Briesacher, CPA's CliftonLarsonAllen Experience January 2013 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - Present
Car Credit City April 2011 - January 2013
United Parcel Service May 2007 - April 2011
Bank of America July 2006 - April 2007
Skills
QuickBooks, Peachtree, Microsoft Office, Banking, Safety Training, Account Reconciliation, Forecasting, Management, Finance, Deposits, Spreadsheets, Accounting, Financial Analysis, Financial Reporting, Outlook, Inventory Management, Access, Payroll
Education
University of Missouri-Saint Louis 2011 — 2013
MBA, Accounting
University of Missouri-Saint Louis 2007 — 2009
Bachelors of Science, Accounting
St. Louis Community College 2004 — 2006
Associate of Arts, Business Administration
CliftonLarsonAllen January 2013 - Present
Car Credit City April 2011 - January 2013
United Parcel Service May 2007 - April 2011
Bank of America July 2006 - April 2007
Skills
QuickBooks, Peachtree, Microsoft Office, Banking, Safety Training, Account Reconciliation, Forecasting, Management, Finance, Deposits, Spreadsheets, Accounting, Financial Analysis, Financial Reporting, Outlook, Inventory Management, Access, Payroll
Education
University of Missouri-Saint Louis 2011 — 2013
MBA, Accounting
University of Missouri-Saint Louis 2007 — 2009
Bachelors of Science, Accounting
St. Louis Community College 2004 — 2006
Associate of Arts, Business Administration
David L. Schultz's CliftonLarsonAllen Experience November 2007 - Present
Job Principal at Clifton Larson Allen, LLP
Industry Accounting
Experience
CliftonLarsonAllen November 2007 - Present
Schultz, Chapiel, Redovan, Baker & Co., CPAs October 1985 - October 2007
Coopers & Lybrand October 1977 - September 1985
Skills
Taxatoion, Business Appraisal, Litigation Support, Tax, Mediation, Business, Financial Analysis, Mergers & Acquisitions, Bankruptcy, Estate Planning, Business Valuation, Forensic Accounting, Commercial Real Estate, Estate Tax Planning, Due Diligence, Partnership Taxation, Corporate Tax, Tax Accounting, GAAP, Tax Law, CPA, LLC, Tax Preparation, International Tax
Education
Stetson University 1971 — 1977
BBS, Accounting
CliftonLarsonAllen November 2007 - Present
Schultz, Chapiel, Redovan, Baker & Co., CPAs October 1985 - October 2007
Coopers & Lybrand October 1977 - September 1985
Skills
Taxatoion, Business Appraisal, Litigation Support, Tax, Mediation, Business, Financial Analysis, Mergers & Acquisitions, Bankruptcy, Estate Planning, Business Valuation, Forensic Accounting, Commercial Real Estate, Estate Tax Planning, Due Diligence, Partnership Taxation, Corporate Tax, Tax Accounting, GAAP, Tax Law, CPA, LLC, Tax Preparation, International Tax
Education
Stetson University 1971 — 1977
BBS, Accounting
Matt Borchardt Matt Borchardt's CliftonLarsonAllen Experience November 2011 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2011 - Present
LarsonAllen August 2008 - November 2011
LarsonAllen July 2006 - August 2008
Skills
Strategic Financial..., Financial Modeling, Financial Statements, Financial Reporting, Microsoft Excel, CPA, Internal Controls, Medicare/Medicaid..., Financial Accounting, Auditing, Financial Planning, GAAP, General Ledger, Accounting, Physicians Need Analysis, Tax Preparation, US GAAP, Financial Analysis
Education
The College of St. Scholastica 2006 — 2012
Master of Arts (M.A.), Management
The College of St. Scholastica 2003 — 2006
Bachelor's degree, Accounting and Computer Information Systems
University of Wisconsin-Superior 2001 — 2003
Associate of Arts (A.A.)
CliftonLarsonAllen November 2011 - Present
LarsonAllen August 2008 - November 2011
LarsonAllen July 2006 - August 2008
Skills
Strategic Financial..., Financial Modeling, Financial Statements, Financial Reporting, Microsoft Excel, CPA, Internal Controls, Medicare/Medicaid..., Financial Accounting, Auditing, Financial Planning, GAAP, General Ledger, Accounting, Physicians Need Analysis, Tax Preparation, US GAAP, Financial Analysis
Education
The College of St. Scholastica 2006 — 2012
Master of Arts (M.A.), Management
The College of St. Scholastica 2003 — 2006
Bachelor's degree, Accounting and Computer Information Systems
University of Wisconsin-Superior 2001 — 2003
Associate of Arts (A.A.)
Karen Abernathy Karen Abernathy's CliftonLarsonAllen Experience September 2015 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2007 - August 2015
Altaras and Thompson 1997 - 2007
Skills
Auditing, CPA, Accounting, QuickBooks, Financial Analysis, GAAP
Education
Texas A&M University-Commerce 1979 — 1983
BBA, Accounting
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP December 2007 - August 2015
Altaras and Thompson 1997 - 2007
Skills
Auditing, CPA, Accounting, QuickBooks, Financial Analysis, GAAP
Education
Texas A&M University-Commerce 1979 — 1983
BBA, Accounting
Chuong Tran, CPA's CliftonLarsonAllen Experience November 2014 - Present
Job Assurance Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2013 - October 2014
McGladrey January 2012 - August 2013
Anheuser-Busch InBev May 2007 - May 2011
Suffolk University September 2009 - April 2010
Suffolk University September 2006 - April 2007
Reading Community Television June 2006 - August 2006
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Auditing, Financial Statements, US GAAP, Internal Controls, GAAP, QuickBooks
Education
Suffolk University - Sawyer Business School 2010 — 2011
MBA/MS, Accounting
Suffolk University - Sawyer Business School 2006 — 2010
BS/BA, Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2013 - October 2014
McGladrey January 2012 - August 2013
Anheuser-Busch InBev May 2007 - May 2011
Suffolk University September 2009 - April 2010
Suffolk University September 2006 - April 2007
Reading Community Television June 2006 - August 2006
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Auditing, Financial Statements, US GAAP, Internal Controls, GAAP, QuickBooks
Education
Suffolk University - Sawyer Business School 2010 — 2011
MBA/MS, Accounting
Suffolk University - Sawyer Business School 2006 — 2010
BS/BA, Accounting
Fred Miller II's CliftonLarsonAllen Experience June 2015 - Present
Job Experienced Strategic Leader Who Consistently Delivers Growth & Profitability
Industry Accounting
Experience
CliftonLarsonAllen June 2015 - Present
Bright Light Consulting LLC January 2011 - Present
Seicon, Limited July 2011 - Present
Ohio Department of Commerce July 2014 - March 2015
Schottenstein, Zox & Dunn Co., LPA / SZD Whiteboard LLC February 2008 - December 2010
Deloitte LLP April 2001 - February 2008
IBM January 2000 - March 2001
Oki Data Corporation January 1996 - September 1999
IKON Office Solutions January 1993 - September 1996
Xerox Corporation January 1991 - December 1992
Skills
New Business Development, Product Development, Strategic Planning, Management Consulting, Customer Relations, Business Strategy, Marketing Strategy, Strategy Development, Strategy, Management, Leadership, Business Development, Project Management, Customer Service, Product Marketing, Competitive Analysis, Business Planning, Marketing, B2B, Market Research, Business Process..., Sales Operations, Forecasting, Sales, Project Planning, Recruiting, Operations Management, Consulting, Start-ups, Finance
Education
The Ohio State University 1982 — 1987
BSBA, Accounting & Marketing
Upper Arlington High School 1979 — 1982
High School
CliftonLarsonAllen June 2015 - Present
Bright Light Consulting LLC January 2011 - Present
Seicon, Limited July 2011 - Present
Ohio Department of Commerce July 2014 - March 2015
Schottenstein, Zox & Dunn Co., LPA / SZD Whiteboard LLC February 2008 - December 2010
Deloitte LLP April 2001 - February 2008
IBM January 2000 - March 2001
Oki Data Corporation January 1996 - September 1999
IKON Office Solutions January 1993 - September 1996
Xerox Corporation January 1991 - December 1992
Skills
New Business Development, Product Development, Strategic Planning, Management Consulting, Customer Relations, Business Strategy, Marketing Strategy, Strategy Development, Strategy, Management, Leadership, Business Development, Project Management, Customer Service, Product Marketing, Competitive Analysis, Business Planning, Marketing, B2B, Market Research, Business Process..., Sales Operations, Forecasting, Sales, Project Planning, Recruiting, Operations Management, Consulting, Start-ups, Finance
Education
The Ohio State University 1982 — 1987
BSBA, Accounting & Marketing
Upper Arlington High School 1979 — 1982
High School
Holly Connolly's CliftonLarsonAllen Experience December 2006 - May 2012
Job Controller at Dale Carnegie Minnesota
Industry Accounting
Experience
Dale Carnegie Minnesota May 2012 - Present
CliftonLarsonAllen December 2006 - May 2012
Defense Finance and Accounting Service January 2005 - November 2006
Skills
Accounting, Financial Reporting, Internal Controls, Tax, Analysis, Forecasting, Finance, CPA, Financial Analysis, Budgets
Education
The University of North Dakota 2001 — 2004
Bachelor of Accountancy
Dale Carnegie Minnesota May 2012 - Present
CliftonLarsonAllen December 2006 - May 2012
Defense Finance and Accounting Service January 2005 - November 2006
Skills
Accounting, Financial Reporting, Internal Controls, Tax, Analysis, Forecasting, Finance, CPA, Financial Analysis, Budgets
Education
The University of North Dakota 2001 — 2004
Bachelor of Accountancy
Kevin Rohrs's CliftonLarsonAllen Experience June 1995 - Present
Job Principal, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen June 1995 - Present
Skills
Tax Preparation, Tax, Income Tax, Small Business, Corporate Tax, Accounting, S Corporations, Partnership Taxation, CPA, Tax Returns, QuickBooks, Sales Tax
Education
The Ohio State University 1981 — 1985
BSBA, Accounting
Holgate 1968 — 1981
CliftonLarsonAllen June 1995 - Present
Skills
Tax Preparation, Tax, Income Tax, Small Business, Corporate Tax, Accounting, S Corporations, Partnership Taxation, CPA, Tax Returns, QuickBooks, Sales Tax
Education
The Ohio State University 1981 — 1985
BSBA, Accounting
Holgate 1968 — 1981
Robert McBride's CliftonLarsonAllen Experience November 2014 - Present
Job CPA, Tax Manager Manufacturing and Distribution
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
Clifton Larson Allen January 2013 - November 2014
McGladrey June 2010 - January 2013
University of Washington 2008 - 2010
Conseco Finance 2000 - 2001
Conseco Finance Servicing Corp. 1999 - 2001
Skills
CPA, Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Payroll, Tax, Tax Preparation, US GAAP, QuickBooks, Accounts Receivable, Financial Accounting, Accounts Payable, Microsoft Excel, Corporate Tax, General Ledger, Loans
Education
University of Washington 2008 — 2010
Bachelor, Business Administration
Tacoma Community College 2006 — 2007
Associates, Business
Midland High School
High School Diploma
CliftonLarsonAllen November 2014 - Present
Clifton Larson Allen January 2013 - November 2014
McGladrey June 2010 - January 2013
University of Washington 2008 - 2010
Conseco Finance 2000 - 2001
Conseco Finance Servicing Corp. 1999 - 2001
Skills
CPA, Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Payroll, Tax, Tax Preparation, US GAAP, QuickBooks, Accounts Receivable, Financial Accounting, Accounts Payable, Microsoft Excel, Corporate Tax, General Ledger, Loans
Education
University of Washington 2008 — 2010
Bachelor, Business Administration
Tacoma Community College 2006 — 2007
Associates, Business
Midland High School
High School Diploma
Colleen Ladino's CliftonLarsonAllen Experience January 2003 - Present
Job Business Technology Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2003 - Present
Skills
Auditing, Accounting, Project Management, Training, Workflow Applications, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Business Analysis, Financial Accounting, Financial Analysis
Education
St. Cloud State University 1999 — 2002
CliftonLarsonAllen January 2003 - Present
Skills
Auditing, Accounting, Project Management, Training, Workflow Applications, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Business Analysis, Financial Accounting, Financial Analysis
Education
St. Cloud State University 1999 — 2002
Matthew Knechtel, CISA, CRISC's CliftonLarsonAllen Experience February 2001 - April 2012
Job Independent IT Consultant
Industry Information Technology and Services
Experience
Morgan Franklin Corporation May 2012 - Present
CliftonLarsonAllen February 2001 - April 2012
Snow Creek Ski Area December 2005 - March 2012
Blackbaud October 1997 - February 2001
Skills
Accounting, Auditing, Non-profits, Microsoft Office, Excel, Word, Customer Relations, Strategic Planning, Budgeting, PowerPoint, Financial Reporting, Process Improvement, Change Management, Risk Management, Management, Nonprofits, Budgets, Consulting, Microsoft Excel
Education
University of Missouri-Kansas City 2004 — 2006
MBA, Concentration in MIS
Syracuse University 1987 — 1991
BS, Maj-Hotel/Rest Mgmt, Min-Bus Mgmt
Morgan Franklin Corporation May 2012 - Present
CliftonLarsonAllen February 2001 - April 2012
Snow Creek Ski Area December 2005 - March 2012
Blackbaud October 1997 - February 2001
Skills
Accounting, Auditing, Non-profits, Microsoft Office, Excel, Word, Customer Relations, Strategic Planning, Budgeting, PowerPoint, Financial Reporting, Process Improvement, Change Management, Risk Management, Management, Nonprofits, Budgets, Consulting, Microsoft Excel
Education
University of Missouri-Kansas City 2004 — 2006
MBA, Concentration in MIS
Syracuse University 1987 — 1991
BS, Maj-Hotel/Rest Mgmt, Min-Bus Mgmt
Melissa Van Bruggen, CPA's CliftonLarsonAllen Experience January 2013 - January 2014
Job Health Dimensions Group, Consultant, Financial Analysis and Reimbursement
Industry Accounting
Experience
Health Dimensions Group January 2014 - Present
CliftonLarsonAllen January 2013 - January 2014
Myslajek, LTD January 2007 - February 2013
Hartford Life 2005 - 2007
Skills
Accounting, Accounts Receivable, Auditing, Banking, Bloomberg, CPA, Consulting, Estate Planning, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, GAAP, General Ledger, Healthcare, Insurance, Internal Controls, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, New Business Development, Outlook, Process Improvement, QuickBooks, Risk Management, Strategic Financial..., Strategic Planning, Tax, Tax Accounting, Tax Preparation, Team Building, Valuation
Education
University of St. Thomas - Opus College of Business 2006 — 2009
MBA, Accounting
St. Cloud State University 2002 — 2005
Health Dimensions Group January 2014 - Present
CliftonLarsonAllen January 2013 - January 2014
Myslajek, LTD January 2007 - February 2013
Hartford Life 2005 - 2007
Skills
Accounting, Accounts Receivable, Auditing, Banking, Bloomberg, CPA, Consulting, Estate Planning, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, GAAP, General Ledger, Healthcare, Insurance, Internal Controls, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, New Business Development, Outlook, Process Improvement, QuickBooks, Risk Management, Strategic Financial..., Strategic Planning, Tax, Tax Accounting, Tax Preparation, Team Building, Valuation
Education
University of St. Thomas - Opus College of Business 2006 — 2009
MBA, Accounting
St. Cloud State University 2002 — 2005
Alison Santighian's CliftonLarsonAllen Experience February 2012 - February 2015
Job Managing Director at The Rehancement Group, Inc.
Industry Information Technology and Services
Experience
The Rehancement Group, Inc. March 2015 - Present
Glass Magazine May 2013 - Present
DC Celine December 2005 - Present
CliftonLarsonAllen February 2012 - February 2015
CGI Federal August 2010 - February 2012
Stanley Associates 2006 - September 2010
Stanley Associates 2002 - 2006
American Cancer Society 1997 - 2002
Skills
Proposal Management, Organizational..., Editing, Proposal Writing, Team Development, Facilitation, MBTI, Workshop Facilitation, Training, Research, Change Management, Program Management, Process Improvement, Marketing, Government, Business Development, Account Management, Management, Strategy, Management Consulting, Blogging, Project Management
Education
The Johns Hopkins University - Carey Business School 2003 — 2008
MS, Organization Development
University of Maryland College Park 1992 — 2000
Bachelor of Arts, German Language
University of Bremen 1994 — 1995
German Language and Culture
Unionville High School 1987 — 1991
Unionville Middle School
The Rehancement Group, Inc. March 2015 - Present
Glass Magazine May 2013 - Present
DC Celine December 2005 - Present
CliftonLarsonAllen February 2012 - February 2015
CGI Federal August 2010 - February 2012
Stanley Associates 2006 - September 2010
Stanley Associates 2002 - 2006
American Cancer Society 1997 - 2002
Skills
Proposal Management, Organizational..., Editing, Proposal Writing, Team Development, Facilitation, MBTI, Workshop Facilitation, Training, Research, Change Management, Program Management, Process Improvement, Marketing, Government, Business Development, Account Management, Management, Strategy, Management Consulting, Blogging, Project Management
Education
The Johns Hopkins University - Carey Business School 2003 — 2008
MS, Organization Development
University of Maryland College Park 1992 — 2000
Bachelor of Arts, German Language
University of Bremen 1994 — 1995
German Language and Culture
Unionville High School 1987 — 1991
Unionville Middle School
Walter Thompson's CliftonLarsonAllen Experience December 2013 - September 2014
Job Corporate Controller at University City Science Center
Industry Accounting
Experience
University City Science Center September 2014 - Present
CliftonLarsonAllen December 2013 - September 2014
The Moyer Foundation February 2012 - December 2013
Your Part-Time Controller, LLC 2009 - February 2012
Armstrong World Industries 2004 - 2009
Philadelphia Mixers 1999 - 2004
Asher & Company, Ltd. 1993 - 1998
Skills
Internal Controls, Forecasting, Financial Analysis, SEC filings, Variance Analysis, QuickBooks, Financial Reporting, Auditing, Accounting, Revenue Recognition
Education
Temple University 1997 — 2001
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
University City Science Center September 2014 - Present
CliftonLarsonAllen December 2013 - September 2014
The Moyer Foundation February 2012 - December 2013
Your Part-Time Controller, LLC 2009 - February 2012
Armstrong World Industries 2004 - 2009
Philadelphia Mixers 1999 - 2004
Asher & Company, Ltd. 1993 - 1998
Skills
Internal Controls, Forecasting, Financial Analysis, SEC filings, Variance Analysis, QuickBooks, Financial Reporting, Auditing, Accounting, Revenue Recognition
Education
Temple University 1997 — 2001
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
Tiffany Seaman Garcia, CISA, CICA's CliftonLarsonAllen Experience March 2008 - Present
Job Audit Manager
Industry Accounting
Experience
CliftonLarsonAllen March 2008 - Present
Skills
CISA, Internal Controls, IT Audit, Sarbanes-Oxley Act, Auditing, Internal Audit, External Audit, SAS70, GAAP, Enterprise Risk..., Financial Accounting, Financial Reporting, Assurance, Financial Statements, Sarbanes-Oxley, Accounting, Financial Audits, US GAAP, General Ledger, Risk Assessment
Education
Texas A&M University 2002 — 2006
Bachelors, Business Administration (Accounting, Management Information Systems)
CliftonLarsonAllen March 2008 - Present
Skills
CISA, Internal Controls, IT Audit, Sarbanes-Oxley Act, Auditing, Internal Audit, External Audit, SAS70, GAAP, Enterprise Risk..., Financial Accounting, Financial Reporting, Assurance, Financial Statements, Sarbanes-Oxley, Accounting, Financial Audits, US GAAP, General Ledger, Risk Assessment
Education
Texas A&M University 2002 — 2006
Bachelors, Business Administration (Accounting, Management Information Systems)
Claire Colliander's CliftonLarsonAllen Experience November 2011 - January 2014
Job Nonprofit Finance Director/CFO
Industry Accounting
Experience
Epilepsy Foundation of MN February 2014 - Present
CliftonLarsonAllen November 2011 - January 2014
The Jungle Theater February 2005 - January 2012
The Schubert Club October 2002 - September 2003
The Schubert Club February 1994 - September 2002
VocalEssence September 1988 - June 1993
Skills
Budgeting, Reporting & Analysis, Writing, Financial Reporting, Nonprofits, Financial Analysis, Grants, Budgets, Managerial Finance, Non-profits, Strategic Planning, Data Analysis, Management, Program Management
Education
University of St. Thomas - Opus College of Business 1998 — 2002
MBA, Management
St. Olaf College
BA, English
Epilepsy Foundation of MN February 2014 - Present
CliftonLarsonAllen November 2011 - January 2014
The Jungle Theater February 2005 - January 2012
The Schubert Club October 2002 - September 2003
The Schubert Club February 1994 - September 2002
VocalEssence September 1988 - June 1993
Skills
Budgeting, Reporting & Analysis, Writing, Financial Reporting, Nonprofits, Financial Analysis, Grants, Budgets, Managerial Finance, Non-profits, Strategic Planning, Data Analysis, Management, Program Management
Education
University of St. Thomas - Opus College of Business 1998 — 2002
MBA, Management
St. Olaf College
BA, English
Kathleen Olson, CPA's CliftonLarsonAllen Experience July 2015 - Present
Job Audit Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2015 - Present
CliftonLarsonAllen September 2008 - Present
Reznick Group June 2007 - August 2008
Centreville Savings Bank May 2005 - May 2007
Wolf and Company, PC 1997 - 2005
Skills
Auditing, Financial Reporting, GAAP, Accounting, Financial Accounting, CPA, Financial Analysis, Internal Audit, Internal Controls, US GAAP
Education
Stonehill College 1993 — 1997
BS, Accounting
CliftonLarsonAllen July 2015 - Present
CliftonLarsonAllen September 2008 - Present
Reznick Group June 2007 - August 2008
Centreville Savings Bank May 2005 - May 2007
Wolf and Company, PC 1997 - 2005
Skills
Auditing, Financial Reporting, GAAP, Accounting, Financial Accounting, CPA, Financial Analysis, Internal Audit, Internal Controls, US GAAP
Education
Stonehill College 1993 — 1997
BS, Accounting
Mary Henderson's CliftonLarsonAllen Experience January 2012 - January 2013
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP April 2008 - January 2012
UHY Advisors June 2006 - March 2008
Education
State University of New York College at Plattsburgh 2002 — 2006
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP April 2008 - January 2012
UHY Advisors June 2006 - March 2008
Education
State University of New York College at Plattsburgh 2002 — 2006
Cheryl Coombs's CliftonLarsonAllen Experience November 2014 - Present
Job Principal at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen Wealth Advisors November 2010 - October 2014
LarsonAllen August 2007 - October 2010
LarsonAllen January 2003 - July 2007
Skills
CPA, CFP, Financial Analysis, Tax, Financial Planning, Financial Reporting, Finance, GAAP, Accounting, Auditing, Tax Preparation, Estate Planning
Education
St. Cloud State University 1998 — 2002
Bachelor of Science (BS), Accounting
St. Cloud State University
Bachelor of Science (BS), Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen Wealth Advisors November 2010 - October 2014
LarsonAllen August 2007 - October 2010
LarsonAllen January 2003 - July 2007
Skills
CPA, CFP, Financial Analysis, Tax, Financial Planning, Financial Reporting, Finance, GAAP, Accounting, Auditing, Tax Preparation, Estate Planning
Education
St. Cloud State University 1998 — 2002
Bachelor of Science (BS), Accounting
St. Cloud State University
Bachelor of Science (BS), Accounting
Gayle Noakes's CliftonLarsonAllen Experience 2012 - December 2014
Job Director of Quality, Continuous Improvement and Safety
Industry Railroad Manufacture
Experience
Millerbernd Manufacturing Co. January 2015 - Present
CliftonLarsonAllen 2012 - December 2014
LarsonAllen January 2009 - January 2012
LarsonAllen January 2001 - January 2009
American Express Financial Advisors August 1999 - December 2000
RTW, Inc. 1996 - 1999
Skills
Group Facilitation, Leadership Development, Organizational..., Strategic Planning, Process Improvement, Performance Management, Public Speaking, Management Consulting, Change Management, Coaching, Project Management, Project Planning, Leadership, Consulting, Team Building, Facilitators, Facilitation, Management, Mergers, Training, Workshop Facilitation, Program Management
Education
University of St. Thomas 1991 — 1998
Master of Arts, Human Resource Development
St. Olaf College 1974 — 1978
Bachelor of Arts, History, American Studies & Religion
Millerbernd Manufacturing Co. January 2015 - Present
CliftonLarsonAllen 2012 - December 2014
LarsonAllen January 2009 - January 2012
LarsonAllen January 2001 - January 2009
American Express Financial Advisors August 1999 - December 2000
RTW, Inc. 1996 - 1999
Skills
Group Facilitation, Leadership Development, Organizational..., Strategic Planning, Process Improvement, Performance Management, Public Speaking, Management Consulting, Change Management, Coaching, Project Management, Project Planning, Leadership, Consulting, Team Building, Facilitators, Facilitation, Management, Mergers, Training, Workshop Facilitation, Program Management
Education
University of St. Thomas 1991 — 1998
Master of Arts, Human Resource Development
St. Olaf College 1974 — 1978
Bachelor of Arts, History, American Studies & Religion
Mallory Cooper's CliftonLarsonAllen Experience February 2014 - October 2014
Job Experienced Management Senior Associate
Industry Accounting
Experience
EY January 2015 - Present
CliftonLarsonAllen February 2014 - October 2014
Grant Thornton LLP November 2012 - December 2013
Grant Thornton LLP August 2010 - November 2012
Grant Thornton LLP March 2010 - July 2010
Atrium Executive Business Centers April 2009 - March 2010
Grant Thornton August 2008 - April 2009
Skills
US GAAP, College Recruiting, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, Talent Acquisition, SEC filings, Internal Controls, Risk Management, Auditing
Education
Texas Christian University 2005 — 2008
BBA, Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
EY January 2015 - Present
CliftonLarsonAllen February 2014 - October 2014
Grant Thornton LLP November 2012 - December 2013
Grant Thornton LLP August 2010 - November 2012
Grant Thornton LLP March 2010 - July 2010
Atrium Executive Business Centers April 2009 - March 2010
Grant Thornton August 2008 - April 2009
Skills
US GAAP, College Recruiting, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, Talent Acquisition, SEC filings, Internal Controls, Risk Management, Auditing
Education
Texas Christian University 2005 — 2008
BBA, Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
Brenda S. Huebsch Bijnagte, CPA's CliftonLarsonAllen Experience December 1997 - May 2013
Job CFO at MCG Energy Solutions, LLC
Industry Accounting
Experience
MCG Energy Solutions, LLC May 2013 - Present
CliftonLarsonAllen December 1997 - May 2013
Printing Industry of Midwest April 2009 - March 2012
Skills
Financial Reporting, Tax, Auditing, Accounting, Financial Analysis, Management Consulting, Business Advisory, Strategic Financial..., Management, General Ledger, Internal Controls, CPA, GAAP, Financial Accounting, Managerial Finance, Corporate Tax
Education
St. Cloud State University 1993 — 1997
BS, Accounting
MCG Energy Solutions, LLC May 2013 - Present
CliftonLarsonAllen December 1997 - May 2013
Printing Industry of Midwest April 2009 - March 2012
Skills
Financial Reporting, Tax, Auditing, Accounting, Financial Analysis, Management Consulting, Business Advisory, Strategic Financial..., Management, General Ledger, Internal Controls, CPA, GAAP, Financial Accounting, Managerial Finance, Corporate Tax
Education
St. Cloud State University 1993 — 1997
BS, Accounting
Jennifer Feist-Johns, CPA's CliftonLarsonAllen Experience January 2012 - Present
Job Sr. Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
ParenteBeard LLC April 2004 - December 2011
ARAMARK 2002 - 2004
Fishbein & Company, P.C. January 1999 - April 2002
Skills
International Tax..., International Tax, ProSystem fx Tax, High Net Worth..., GAAP, Trust Taxation, Gift Tax, Expatriate Tax, Partnership Taxation
Education
Villanova University School of Law 2010 — 2014
Masters in Taxation, Taxation
Temple University 1996 — 2001
Business Administration
CliftonLarsonAllen January 2012 - Present
ParenteBeard LLC April 2004 - December 2011
ARAMARK 2002 - 2004
Fishbein & Company, P.C. January 1999 - April 2002
Skills
International Tax..., International Tax, ProSystem fx Tax, High Net Worth..., GAAP, Trust Taxation, Gift Tax, Expatriate Tax, Partnership Taxation
Education
Villanova University School of Law 2010 — 2014
Masters in Taxation, Taxation
Temple University 1996 — 2001
Business Administration
Jeffrey Roberts, CPA's CliftonLarsonAllen Experience May 2013 - Present
Job Director Nonprofit CFO Outsourcing Team at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2013 - Present
Nonprofit Financial Solutions July 2008 - April 2013
Kingdom Building Ministries May 1999 - July 2008
Capin Crouse LLP 1992 - 1995
OMS International 1990 - 1991
Skills
Nonprofits, Financial Analysis, Accounting, Non-profits, QuickBooks, Strategic Planning, Internal Controls, Budgets, Financial Reporting, General Ledger, Microsoft Office, Managerial Finance, Auditing
Education
Taylor University 1986 — 1990
Bachelor's, Accounting
CliftonLarsonAllen May 2013 - Present
Nonprofit Financial Solutions July 2008 - April 2013
Kingdom Building Ministries May 1999 - July 2008
Capin Crouse LLP 1992 - 1995
OMS International 1990 - 1991
Skills
Nonprofits, Financial Analysis, Accounting, Non-profits, QuickBooks, Strategic Planning, Internal Controls, Budgets, Financial Reporting, General Ledger, Microsoft Office, Managerial Finance, Auditing
Education
Taylor University 1986 — 1990
Bachelor's, Accounting
Steve DeRita's CliftonLarsonAllen Experience November 2010 - February 2012
Job Realtor at Berkshire Hathaway Homesale Realty
Industry Real Estate
Experience
Berkshire Hathaway Homesale Realty September 2014 - Present
Keller WIlliams Realty - Excellence April 2013 - August 2014
Dixon Hughes Goodman LLP March 2012 - November 2012
CliftonLarsonAllen November 2010 - February 2012
SB & Company, LLC June 2009 - November 2010
Accountancy, LLP January 2009 - May 2009
Skills
Financial Statements, Accounts Payable, Auditing, Accounts Receivable, Accounting, GAAP, Tax
Education
Towson University 2005 — 2008
Bachelor of Science, Accounting
The Community College of Baltimore County
Berkshire Hathaway Homesale Realty September 2014 - Present
Keller WIlliams Realty - Excellence April 2013 - August 2014
Dixon Hughes Goodman LLP March 2012 - November 2012
CliftonLarsonAllen November 2010 - February 2012
SB & Company, LLC June 2009 - November 2010
Accountancy, LLP January 2009 - May 2009
Skills
Financial Statements, Accounts Payable, Auditing, Accounts Receivable, Accounting, GAAP, Tax
Education
Towson University 2005 — 2008
Bachelor of Science, Accounting
The Community College of Baltimore County
Jessie Carlson's CliftonLarsonAllen Experience July 2014 - Present
Job Systems Business Analyst
Industry Information Technology and Services
Experience
CliftonLarsonAllen July 2014 - Present
Genesis10 January 2011 - August 2013
Deluxe Corporation February 2006 - November 2009
Deluxe Financial Services 2006 - 2009
Analysts International 2000 - 2005
Education
St. Cloud State University
CliftonLarsonAllen July 2014 - Present
Genesis10 January 2011 - August 2013
Deluxe Corporation February 2006 - November 2009
Deluxe Financial Services 2006 - 2009
Analysts International 2000 - 2005
Education
St. Cloud State University
Raul Anaya, CPA, CFE, CGFM's CliftonLarsonAllen Experience 2003 - Present
Job Senior Manager, Assurance Services
Industry Accounting
Experience
CliftonLarsonAllen 2003 - Present
Skills
CPA, GAAP, Internal Controls, Forensic Accounting, US GAAP, Auditing, Accounting, Financial Accounting, Assurance, Financial Reporting, Financial Analysis, SEC filings, Tax, Tax Research, Income Tax, Sarbanes-Oxley Act, Corporate Tax, General Ledger, Financial Statements, Tax Preparation
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2003
Bachelor of Business Administration, Accounting
CliftonLarsonAllen 2003 - Present
Skills
CPA, GAAP, Internal Controls, Forensic Accounting, US GAAP, Auditing, Accounting, Financial Accounting, Assurance, Financial Reporting, Financial Analysis, SEC filings, Tax, Tax Research, Income Tax, Sarbanes-Oxley Act, Corporate Tax, General Ledger, Financial Statements, Tax Preparation
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2003
Bachelor of Business Administration, Accounting
Mary Roberg's CliftonLarsonAllen Experience January 2014 - Present
Job Tax Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Shelter Corporation June 2008 - May 2013
LifeStage Wealth Management Group, LLC September 2007 - May 2008
Stearns Bank July 2006 - August 2007
Skills
Budgets, Training, Finance, Accounting
Education
St. Cloud State University - Herberger Business School 2004 — 2006
Bachelor of Arts, Finance
CliftonLarsonAllen January 2014 - Present
Shelter Corporation June 2008 - May 2013
LifeStage Wealth Management Group, LLC September 2007 - May 2008
Stearns Bank July 2006 - August 2007
Skills
Budgets, Training, Finance, Accounting
Education
St. Cloud State University - Herberger Business School 2004 — 2006
Bachelor of Arts, Finance
Rod Mauszycki's CliftonLarsonAllen Experience June 2012 - Present
Job Principal at CliftonLarsonAllen
Industry Law Practice
Experience
CliftonLarsonAllen June 2012 - Present
AgStar Financial Services 2009 - June 2012
Briggs and Morgan, P.A. 2008 - 2009
Krass Monroe, P.A. 2007 - 2008
Fabyanske Westra Hart and Thomson 2005 - 2007
Deloitte & Touche August 2003 - July 2005
Skills
Tax Research, Corporate Law, Mergers & Acquisitions, Tax, Restructuring, Mergers, Due Diligence, Public Speaking, Financial Analysis, Accounting, Income Tax
Education
University of Minnesota-Twin Cities 2000 — 2003
MBT, Tax
Stetson University College of Law 1996 — 1999
jd, law
University of Notre Dame 1992 — 1996
BS, Chemical Engineering
CliftonLarsonAllen June 2012 - Present
AgStar Financial Services 2009 - June 2012
Briggs and Morgan, P.A. 2008 - 2009
Krass Monroe, P.A. 2007 - 2008
Fabyanske Westra Hart and Thomson 2005 - 2007
Deloitte & Touche August 2003 - July 2005
Skills
Tax Research, Corporate Law, Mergers & Acquisitions, Tax, Restructuring, Mergers, Due Diligence, Public Speaking, Financial Analysis, Accounting, Income Tax
Education
University of Minnesota-Twin Cities 2000 — 2003
MBT, Tax
Stetson University College of Law 1996 — 1999
jd, law
University of Notre Dame 1992 — 1996
BS, Chemical Engineering
John Gozdzialski, CPA's CliftonLarsonAllen Experience October 2012 - June 2013
Job President of JFG Tax & Accounting, LLC
Industry Accounting
Experience
JFG Tax & Accounting, LLC June 2013 - Present
CliftonLarsonAllen October 2012 - June 2013
CBIZ MHM, LLC 2007 - October 2012
Anderson, Hager & Moe July 2002 - September 2007
Cornell, Kahler, Kosbab & Shidell, PLLP July 2001 - July 2002
Skills
ProSystem fx Tax, Sales Tax, Financial Statements, Tax, QuickBooks, Auditing, Internal Controls, Tax Preparation, Tax Law, Accounting, Financial Audits, Payroll, S Corporations, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Corporate Tax, Financial Reporting, General Ledger, Fixed Assets, Financial Accounting, US Tax, Financial Planners, Account Reconciliation, Personal Income Tax..., Payroll Taxes, Tax Advisory, State Tax, Small Business, IRS, CCH ProSystem fx, Budgets, Journal Entries, CPA, Bookkeeping, Tax Returns, Preparation
Education
The College of St. Scholastica 1998 — 2001
Bachelor, Accounting Major, Business Management Minor
JFG Tax & Accounting, LLC June 2013 - Present
CliftonLarsonAllen October 2012 - June 2013
CBIZ MHM, LLC 2007 - October 2012
Anderson, Hager & Moe July 2002 - September 2007
Cornell, Kahler, Kosbab & Shidell, PLLP July 2001 - July 2002
Skills
ProSystem fx Tax, Sales Tax, Financial Statements, Tax, QuickBooks, Auditing, Internal Controls, Tax Preparation, Tax Law, Accounting, Financial Audits, Payroll, S Corporations, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Corporate Tax, Financial Reporting, General Ledger, Fixed Assets, Financial Accounting, US Tax, Financial Planners, Account Reconciliation, Personal Income Tax..., Payroll Taxes, Tax Advisory, State Tax, Small Business, IRS, CCH ProSystem fx, Budgets, Journal Entries, CPA, Bookkeeping, Tax Returns, Preparation
Education
The College of St. Scholastica 1998 — 2001
Bachelor, Accounting Major, Business Management Minor
Thomas Helgeland, CPA, MBA's CliftonLarsonAllen Experience January 2011 - Present
Job Senior Tax Associate
Industry Accounting
Experience
CliftonLarsonAllen January 2011 - Present
Animal Humane New Mexico May 2013 - September 2013
Bernalillo County Sheriff's Department August 2010 - December 2010
University of New Mexico May 2010 - December 2010
University of New Mexico Beta Alpha Psi May 2009 - May 2010
Meyners + Company January 2010 - April 2010
Meyners + Company June 2009 - August 2009
Skills
Auditing, Accounting, CPA, GAAP
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2010
Masters of Business Administration, Accounting
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
BBA, Accounting
CliftonLarsonAllen January 2011 - Present
Animal Humane New Mexico May 2013 - September 2013
Bernalillo County Sheriff's Department August 2010 - December 2010
University of New Mexico May 2010 - December 2010
University of New Mexico Beta Alpha Psi May 2009 - May 2010
Meyners + Company January 2010 - April 2010
Meyners + Company June 2009 - August 2009
Skills
Auditing, Accounting, CPA, GAAP
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2010
Masters of Business Administration, Accounting
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
BBA, Accounting
Amanda Copeland's CliftonLarsonAllen Experience February 2013 - Present
Job CSA at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2013 - Present
Margolis Phipps & Wright P.C. February 2012 - December 2012
CPA Firm March 2010 - February 2012
Dresser Industries July 2009 - December 2009
Centric Group, LLC January 2006 - April 2009
Garden Ridge April 2005 - January 2006
Jefferson County Library September 2003 - April 2005
Skills
Financial Reporting, Training, Microsoft Office, Negotiation, Accounting, Contract Management, Accounts Payable, Time Management, Marketing, Payroll
Education
St. Louis Community College 2005 — 2007
Associates, Business Administration
Northwest High School 2001 — 2005
CliftonLarsonAllen February 2013 - Present
Margolis Phipps & Wright P.C. February 2012 - December 2012
CPA Firm March 2010 - February 2012
Dresser Industries July 2009 - December 2009
Centric Group, LLC January 2006 - April 2009
Garden Ridge April 2005 - January 2006
Jefferson County Library September 2003 - April 2005
Skills
Financial Reporting, Training, Microsoft Office, Negotiation, Accounting, Contract Management, Accounts Payable, Time Management, Marketing, Payroll
Education
St. Louis Community College 2005 — 2007
Associates, Business Administration
Northwest High School 2001 — 2005
Cassandra Arnold's CliftonLarsonAllen Experience January 2007 - Present
Job Senior Accountant, CPA, at CliftonLarsonAllen
Industry Construction
Experience
CliftonLarsonAllen January 2007 - Present
Skills
GAAP, CPA, Corporate Tax, Financial Reporting, Tax Preparation, Auditing, Tax, Income Tax, Financial Accounting, Accounting, Financial Statements
Education
St. Cloud State University 2004 — 2006
Bachelor's, Accounting
University of Wisconsin-Stout 2002 — 2003
CliftonLarsonAllen January 2007 - Present
Skills
GAAP, CPA, Corporate Tax, Financial Reporting, Tax Preparation, Auditing, Tax, Income Tax, Financial Accounting, Accounting, Financial Statements
Education
St. Cloud State University 2004 — 2006
Bachelor's, Accounting
University of Wisconsin-Stout 2002 — 2003
Chris Stanz's CliftonLarsonAllen Experience January 1994 - Present
Job Partner at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 1994 - Present
Skills
Tax, Nonprofits, Auditing, CPA, GAAP, Financial Reporting, Internal Controls, Financial Analysis, Tax Preparation, Financial Statements, Corporate Tax, Accounting, Financial Accounting, Income Tax
Education
St. Cloud State University 1989 — 2003
BS, Accounting
CliftonLarsonAllen January 1994 - Present
Skills
Tax, Nonprofits, Auditing, CPA, GAAP, Financial Reporting, Internal Controls, Financial Analysis, Tax Preparation, Financial Statements, Corporate Tax, Accounting, Financial Accounting, Income Tax
Education
St. Cloud State University 1989 — 2003
BS, Accounting
Micara Baker's CliftonLarsonAllen Experience January 2005 - Present
Job Tax Manager at LarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2005 - Present
Fair, Anderson & Langerman July 2002 - December 2004
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBT, Masters in Business Taxation
St. Cloud State University - Herberger Business School 1998 — 2002
BS, Accounting
CliftonLarsonAllen January 2005 - Present
Fair, Anderson & Langerman July 2002 - December 2004
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBT, Masters in Business Taxation
St. Cloud State University - Herberger Business School 1998 — 2002
BS, Accounting
Brent Page, CPA's CliftonLarsonAllen Experience August 2013 - Present
Job Director of Financial Institutions at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2013 - Present
McGladrey January 2012 - August 2013
Beacon Federal December 2009 - January 2012
Penn Traffic June 2009 - December 2009
Firley, Moran, Freer & Eassa November 2006 - May 2009
PricewaterhouseCoopers June 1999 - October 2006
Dannible & McKee, LLP September 1998 - June 1999
Skills
Financial Reporting, Auditing, CPA, Assurance, Risk Management, Internal Controls, Accounting, GAAP, US GAAP, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Tax, Internal Audit, IFRS, General Ledger, External Audit, Financial Statements, Income Tax, Corporate Tax
Education
State University of New York College at Plattsburgh 1993 — 1998
Bachelor of Science, Accounting
CliftonLarsonAllen August 2013 - Present
McGladrey January 2012 - August 2013
Beacon Federal December 2009 - January 2012
Penn Traffic June 2009 - December 2009
Firley, Moran, Freer & Eassa November 2006 - May 2009
PricewaterhouseCoopers June 1999 - October 2006
Dannible & McKee, LLP September 1998 - June 1999
Skills
Financial Reporting, Auditing, CPA, Assurance, Risk Management, Internal Controls, Accounting, GAAP, US GAAP, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Tax, Internal Audit, IFRS, General Ledger, External Audit, Financial Statements, Income Tax, Corporate Tax
Education
State University of New York College at Plattsburgh 1993 — 1998
Bachelor of Science, Accounting
Tom Yankanich CPA's CliftonLarsonAllen Experience September 2012 - September 2013
Job Audit Manager at Kreischer Miller
Industry Accounting
Experience
Kreischer Miller October 2013 - Present
CliftonLarsonAllen September 2012 - September 2013
Kreischer Miller July 2005 - September 2012
GSI Commerce October 2008 - June 2009
Skills
GAAP, US GAAP, Auditing, Internal Controls, Account Reconciliation, Internal Audit, Accounts Payable, Financial Statements, Financial Accounting, Accruals, External Audit, Consolidation, Financial Analysis, Financial Audits, Revenue Recognition, Manufacturing, Due Diligence, Accounts Receivable, General Ledger, Cash Flow, Financial Reporting, CPA, Assurance, Accounting, Fixed Assets, Corporate Tax, Tax
Education
Temple University - Fox School of Business and Management 2000 — 2005
Accounting
Kreischer Miller October 2013 - Present
CliftonLarsonAllen September 2012 - September 2013
Kreischer Miller July 2005 - September 2012
GSI Commerce October 2008 - June 2009
Skills
GAAP, US GAAP, Auditing, Internal Controls, Account Reconciliation, Internal Audit, Accounts Payable, Financial Statements, Financial Accounting, Accruals, External Audit, Consolidation, Financial Analysis, Financial Audits, Revenue Recognition, Manufacturing, Due Diligence, Accounts Receivable, General Ledger, Cash Flow, Financial Reporting, CPA, Assurance, Accounting, Fixed Assets, Corporate Tax, Tax
Education
Temple University - Fox School of Business and Management 2000 — 2005
Accounting
Marianne Galligan's CliftonLarsonAllen Experience August 2006 - Present
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen August 2006 - Present
Education
St. Joseph's College (IN)
Bachelor of Science (BS), Accounting
CliftonLarsonAllen August 2006 - Present
Education
St. Joseph's College (IN)
Bachelor of Science (BS), Accounting
Jeremy Stuart, CPA's CliftonLarsonAllen Experience December 2010 - Present
Job Tax Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen December 2010 - Present
Grant Thornton LLP January 2007 - December 2010
Kardas, Abeyta, & Weiner P.C. 2006 - 2006
Skills
Tax Research, FIN 48, Tax Accounting, US Tax, Partnership Taxation, Accounting, CPA
Education
The University of New Mexico 2002 — 2007
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2007
MBA, Taxation
CliftonLarsonAllen December 2010 - Present
Grant Thornton LLP January 2007 - December 2010
Kardas, Abeyta, & Weiner P.C. 2006 - 2006
Skills
Tax Research, FIN 48, Tax Accounting, US Tax, Partnership Taxation, Accounting, CPA
Education
The University of New Mexico 2002 — 2007
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2007
MBA, Taxation
Lindsay Arnett's CliftonLarsonAllen Experience October 2013 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2013 - Present
The College of William and Mary June 2012 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Event Planning, Public Speaking, Customer Service, Social Media, Data Entry, Fundraising, Facebook, Non-profits
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master of Accounting
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General; Biology
CliftonLarsonAllen October 2013 - Present
The College of William and Mary June 2012 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Event Planning, Public Speaking, Customer Service, Social Media, Data Entry, Fundraising, Facebook, Non-profits
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master of Accounting
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General; Biology
Tong (Tony) Li's CliftonLarsonAllen Experience June 2012 - March 2014
Job Graduate CIS at Temple University
Industry Information Technology and Services
Experience
Temple University May 2015 - Present
Deloitte March 2014 - September 2014
CliftonLarsonAllen June 2012 - March 2014
Skills
Microsoft Excel, Analytical Skills, Financial Analysis, Team Leadership, Financial Accounting, Financial Reporting, Team-oriented, Probability Theory, Auditing, Multivariate Statistics, Data Analytics, Logistic Regression, Minitab, Regression Analysis, Data Mining, Teaching, Client Relations Skills, Statistical Modeling, C++, Java, NetBeans, Matlab, Discrete Mathematics, Discrete Optimization, Computer Science, Programming, C, JavaScript, CSS, HTML, jQuery, Database Scripting, Teamwork
Education
Temple University 2014 — 2016
Master’s Degree, Computer Science, 3.7
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BSc), Actuarial Science, 3.65
Temple University May 2015 - Present
Deloitte March 2014 - September 2014
CliftonLarsonAllen June 2012 - March 2014
Skills
Microsoft Excel, Analytical Skills, Financial Analysis, Team Leadership, Financial Accounting, Financial Reporting, Team-oriented, Probability Theory, Auditing, Multivariate Statistics, Data Analytics, Logistic Regression, Minitab, Regression Analysis, Data Mining, Teaching, Client Relations Skills, Statistical Modeling, C++, Java, NetBeans, Matlab, Discrete Mathematics, Discrete Optimization, Computer Science, Programming, C, JavaScript, CSS, HTML, jQuery, Database Scripting, Teamwork
Education
Temple University 2014 — 2016
Master’s Degree, Computer Science, 3.7
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BSc), Actuarial Science, 3.65
Chris Donnell's CliftonLarsonAllen Experience November 2011 - Present
Job Tax Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2011 - Present
Middleton, Burns & Davis, PC January 2006 - October 2011
Education
University of North Texas 2003 — 2006
BA, Accounting
Texas A&M University 1985 — 1989
BS, Political Science
CliftonLarsonAllen November 2011 - Present
Middleton, Burns & Davis, PC January 2006 - October 2011
Education
University of North Texas 2003 — 2006
BA, Accounting
Texas A&M University 1985 — 1989
BS, Political Science
Marc Feinstein, CPA's CliftonLarsonAllen Experience November 2010 - October 2012
Job Senior Accountant at Stephano Slack, LLC
Industry Accounting
Experience
Stephano Slack, LLC October 2012 - Present
CliftonLarsonAllen November 2010 - October 2012
ARAMARK October 2009 - November 2010
Skills
Accounting, Tax Returns, QuickBooks, Tax, CPA, General Ledger, Fixed Assets, Account Reconciliation, Income Tax, Auditing, Bookkeeping, Tax Research, Financial Reporting, Tax Preparation, Financial Accounting
Education
Temple University 2005 — 2009
B.B.A in Accounting
Stephano Slack, LLC October 2012 - Present
CliftonLarsonAllen November 2010 - October 2012
ARAMARK October 2009 - November 2010
Skills
Accounting, Tax Returns, QuickBooks, Tax, CPA, General Ledger, Fixed Assets, Account Reconciliation, Income Tax, Auditing, Bookkeeping, Tax Research, Financial Reporting, Tax Preparation, Financial Accounting
Education
Temple University 2005 — 2009
B.B.A in Accounting
Christopher Davis, CPA's CliftonLarsonAllen Experience 2014 - Present
Job Senior Assurance Associate, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen 2014 - Present
Moss Adams LLP March 2013 - January 2014
Levi Strauss & Co. February 2011 - March 2013
Clifton Gunderson LLP June 2008 - February 2011
Skills
Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Accounting, Variance Analysis, Financial Audits, Financial Statements, Tax, CPA, GAAP, US GAAP, Tax Preparation, General Ledger
Education
St. Cloud State University 2005 — 2008
BS, Accounting
CliftonLarsonAllen 2014 - Present
Moss Adams LLP March 2013 - January 2014
Levi Strauss & Co. February 2011 - March 2013
Clifton Gunderson LLP June 2008 - February 2011
Skills
Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Accounting, Variance Analysis, Financial Audits, Financial Statements, Tax, CPA, GAAP, US GAAP, Tax Preparation, General Ledger
Education
St. Cloud State University 2005 — 2008
BS, Accounting
Teresa Giese, CPA's CliftonLarsonAllen Experience January 2006 - April 2013
Job VP of Finance at Atomic Learning and Versifit Technologies
Industry Accounting
Experience
Atomic Learning January 2015 - Present
Atomic Learning April 2013 - January 2015
CliftonLarsonAllen January 2006 - April 2013
Skills
Tax, Income Tax, CPA, Corporate Tax, GAAP, Tax Preparation, Tax Research, Accounting, Financial Reporting, Internal Controls, Tax Returns, Auditing, Financial Accounting, Business Acquisition, Due Diligence, Tax Accounting, US GAAP, Fixed Assets, Partnership Taxation, Business Analysis, Business Intelligence, Business Strategy, Leadership, Strategic Planning, Team Building
Education
St. Cloud State University - Herberger Business School 2003 — 2006
Bachelor of Science, Accounting
St. Cloud State University
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management
Master of Business Taxation
Atomic Learning January 2015 - Present
Atomic Learning April 2013 - January 2015
CliftonLarsonAllen January 2006 - April 2013
Skills
Tax, Income Tax, CPA, Corporate Tax, GAAP, Tax Preparation, Tax Research, Accounting, Financial Reporting, Internal Controls, Tax Returns, Auditing, Financial Accounting, Business Acquisition, Due Diligence, Tax Accounting, US GAAP, Fixed Assets, Partnership Taxation, Business Analysis, Business Intelligence, Business Strategy, Leadership, Strategic Planning, Team Building
Education
St. Cloud State University - Herberger Business School 2003 — 2006
Bachelor of Science, Accounting
St. Cloud State University
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management
Master of Business Taxation
Nolan Aho, CPA, MBA's CliftonLarsonAllen Experience January 2011 - Present
Job Senior Accountant
Industry Accounting
Experience
CliftonLarsonAllen January 2011 - Present
Skills
Tax Preparation, Corporate Tax, Partnership Taxation, External Audit, Financial Accounting, Assurance, QuickBooks, Financial Statements, Data Analysis, Fixed Asset Management, GAAP, Tax Returns, Fixed Assets, Tax, Finance, Accounting
Education
St. Cloud State University - Herberger Business School 2010 — 2011
MBA
St. Cloud State University - Herberger Business School 2006 — 2010
BS
CliftonLarsonAllen January 2011 - Present
Skills
Tax Preparation, Corporate Tax, Partnership Taxation, External Audit, Financial Accounting, Assurance, QuickBooks, Financial Statements, Data Analysis, Fixed Asset Management, GAAP, Tax Returns, Fixed Assets, Tax, Finance, Accounting
Education
St. Cloud State University - Herberger Business School 2010 — 2011
MBA
St. Cloud State University - Herberger Business School 2006 — 2010
BS
Dale Siegfreid's CliftonLarsonAllen Experience September 1977 - Present
Job CPA at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 1977 - Present
Larson Allen LLP September 1977 - December 2011
Education
St. Cloud State University 1974 — 1977
Bachelor's degree, Accounting
CliftonLarsonAllen September 1977 - Present
Larson Allen LLP September 1977 - December 2011
Education
St. Cloud State University 1974 — 1977
Bachelor's degree, Accounting
Frank Freeman, CISA, SSCP's CliftonLarsonAllen Experience January 2012 - December 2012
Job Information Security Analyst at Visa
Industry Information Technology and Services
Experience
Visa August 2015 - Present
Myers and Stauffer LC May 2013 - August 2015
Myers and Stauffer LC January 2013 - May 2013
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP January 2011 - December 2011
Texas State University 2007 - 2010
Skills
IT Audit, Accounting, Auditing, Internal Controls, Internal Audit, External Audit, CISA, Risk Assessment, Assurance
Education
Texas State University-San Marcos 2009 — 2010
Masters, Accounting and Information Technology
Texas State University-San Marcos 2006 — 2008
BBA, Accounting
Visa August 2015 - Present
Myers and Stauffer LC May 2013 - August 2015
Myers and Stauffer LC January 2013 - May 2013
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP January 2011 - December 2011
Texas State University 2007 - 2010
Skills
IT Audit, Accounting, Auditing, Internal Controls, Internal Audit, External Audit, CISA, Risk Assessment, Assurance
Education
Texas State University-San Marcos 2009 — 2010
Masters, Accounting and Information Technology
Texas State University-San Marcos 2006 — 2008
BBA, Accounting
Cheryl Mascarenas's CliftonLarsonAllen Experience January 2012 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson May 2007 - December 2011
Chavarria,Dunne & Lamey June 2003 - April 2007
Skills
Excel, Access, SQL Server, Microsoft Excel, Financial Reporting, Financial Accounting, Accounting, General Ledger, Accounts Receivable, Auditing, GAAP
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
BBA, Accounting
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson May 2007 - December 2011
Chavarria,Dunne & Lamey June 2003 - April 2007
Skills
Excel, Access, SQL Server, Microsoft Excel, Financial Reporting, Financial Accounting, Accounting, General Ledger, Accounts Receivable, Auditing, GAAP
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
BBA, Accounting
Dave Del Zoppo's CliftonLarsonAllen Experience December 2011 - March 2013
Job Vice President Finance & Accounting at American Solutions for Business
Industry Accounting
Experience
American Solutions for Business April 2013 - Present
CliftonLarsonAllen December 2011 - March 2013
Diversicom, Inc August 2008 - December 2010
Rural Cellular Corporation May 1997 - August 2008
Skills
CPA
Education
St. Cloud State University 1973 — 1977
Bachelor of Science (BS), Accounting and Finance
American Solutions for Business April 2013 - Present
CliftonLarsonAllen December 2011 - March 2013
Diversicom, Inc August 2008 - December 2010
Rural Cellular Corporation May 1997 - August 2008
Skills
CPA
Education
St. Cloud State University 1973 — 1977
Bachelor of Science (BS), Accounting and Finance
Kenneth Knouse's CliftonLarsonAllen Experience January 2007 - April 2012
Job Manager at CliftonLarsonAllen (retired)
Industry
Experience
Howard County Tennis Association, Inc. 1996 - 2015
CliftonLarsonAllen January 2007 - April 2012
United States Government Accountability Office September 1969 - January 2006
Education
The George Washington University 1986 — 1987
Masters in Public Administration, Management of National Resources
Howard County Tennis Association, Inc. 1996 - 2015
CliftonLarsonAllen January 2007 - April 2012
United States Government Accountability Office September 1969 - January 2006
Education
The George Washington University 1986 — 1987
Masters in Public Administration, Management of National Resources
Carle Hoffman's CliftonLarsonAllen Experience January 2012 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
ING Direct August 2006 - August 2009
ING Direct March 2005 - August 2006
Tena August 2002 - March 2005
Education
Saint Cloud State University - G.R. Herberger College of Business 2009 — 2011
Bachelor of Science (BS), Accounting
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2002
Bachelor of Science (BS), Finance
The University of North Dakota
CliftonLarsonAllen January 2012 - Present
ING Direct August 2006 - August 2009
ING Direct March 2005 - August 2006
Tena August 2002 - March 2005
Education
Saint Cloud State University - G.R. Herberger College of Business 2009 — 2011
Bachelor of Science (BS), Accounting
Saint Cloud State University - G.R. Herberger College of Business 1999 — 2002
Bachelor of Science (BS), Finance
The University of North Dakota
Kimberly Harlan's CliftonLarsonAllen Experience January 2015 - Present
Job Accounting 1 Outsourcing at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Gary Bowers & Miller CPA October 2013 - December 2014
Total Performance, Inc October 2012 - October 2013
United Supermarkets October 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Tax Returns, Balance Sheet, Payroll, Payroll Taxes, Profit & Loss, General Ledgers, Accounts Payable &..., Bank Reconciliation, Trial Balance, Journal Entries, Quickbooks, WinFiler, Lacerte, ProSeries, ProFx Engagement, Bookkeeping, Data Entry, General Ledger, Account Reconciliation
Education
Texas Tech University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Western Texas College 2008 — 2010
Associates of Art, Accounting
CliftonLarsonAllen January 2015 - Present
Gary Bowers & Miller CPA October 2013 - December 2014
Total Performance, Inc October 2012 - October 2013
United Supermarkets October 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Tax Returns, Balance Sheet, Payroll, Payroll Taxes, Profit & Loss, General Ledgers, Accounts Payable &..., Bank Reconciliation, Trial Balance, Journal Entries, Quickbooks, WinFiler, Lacerte, ProSeries, ProFx Engagement, Bookkeeping, Data Entry, General Ledger, Account Reconciliation
Education
Texas Tech University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Western Texas College 2008 — 2010
Associates of Art, Accounting
Emilie Deveraux, CFE's CliftonLarsonAllen Experience May 2002 - Present
Job Senior Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen May 2002 - Present
Citibank Credit Services 2000 - 2001
Amberley Suites 1998 - 2000
Skills
Microsoft Office, Budgets, Auditing, Accounting, Access, Payroll, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 1994 — 2001
Bachelors of Business Administration, Accounting
CliftonLarsonAllen May 2002 - Present
Citibank Credit Services 2000 - 2001
Amberley Suites 1998 - 2000
Skills
Microsoft Office, Budgets, Auditing, Accounting, Access, Payroll, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 1994 — 2001
Bachelors of Business Administration, Accounting
Joseph Fortunato, CPA, MBA's CliftonLarsonAllen Experience January 2012 - January 2012
Job Manager at Marcum LLP
Industry Accounting
Experience
Marcum LLP January 2014 - Present
Braver PC January 2012 - January 2014
CliftonLarsonAllen January 2012 - January 2012
LarsonAllen January 2010 - December 2011
Farm Credit East, ACA June 2008 - August 2008
Town of Agawam June 2006 - August 2006
Town of Agawam March 2005 - May 2005
Skills
CPA, Engagement, Checkpoint, Microsoft Office, Auditing, Internal Controls, QuickBooks, Accounting, Financial Reporting, Financial Analysis, GAAP, Accounts Payable, Microsoft Excel, Financial Accounting, Small Business, Municipal Solid Waste..., Non-profits..., US GAAP
Education
Suffolk University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
University of Massachusetts Dartmouth 2005 — 2009
Bachelor's degree, Accounting, 3.7
Agawam
Marcum LLP January 2014 - Present
Braver PC January 2012 - January 2014
CliftonLarsonAllen January 2012 - January 2012
LarsonAllen January 2010 - December 2011
Farm Credit East, ACA June 2008 - August 2008
Town of Agawam June 2006 - August 2006
Town of Agawam March 2005 - May 2005
Skills
CPA, Engagement, Checkpoint, Microsoft Office, Auditing, Internal Controls, QuickBooks, Accounting, Financial Reporting, Financial Analysis, GAAP, Accounts Payable, Microsoft Excel, Financial Accounting, Small Business, Municipal Solid Waste..., Non-profits..., US GAAP
Education
Suffolk University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.6
University of Massachusetts Dartmouth 2005 — 2009
Bachelor's degree, Accounting, 3.7
Agawam
Bryan Jensen's CliftonLarsonAllen Experience June 2014 - Present
Job Supervisor Help Desk at CliftonLarsonAllen
Industry Medical Devices
Experience
CliftonLarsonAllen June 2014 - Present
Covidien August 2006 - November 2013
JenComp November 1989 - August 2006
Skills
Leadership, Troubleshooting, Medical Devices, Computer Hardware, Software Documentation, Cross-functional Team..., Process Improvement, QAD, Software Installation, Windows XP, Windows 7, Hardware, Help Desk Support, Laptops
Education
St. Cloud State University
BES, Computer Science; Business; Econ
CliftonLarsonAllen June 2014 - Present
Covidien August 2006 - November 2013
JenComp November 1989 - August 2006
Skills
Leadership, Troubleshooting, Medical Devices, Computer Hardware, Software Documentation, Cross-functional Team..., Process Improvement, QAD, Software Installation, Windows XP, Windows 7, Hardware, Help Desk Support, Laptops
Education
St. Cloud State University
BES, Computer Science; Business; Econ
Julie Whitney's CliftonLarsonAllen Experience 1998 - 2002
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2002 - Present
CliftonLarsonAllen 1998 - 2002
Skills
Investments, Strategy, Customer Service, Accounting, Business Strategy, Banking, Loans, Credit, Securities, Mergers & Acquisitions, Corporate Finance, Team Building, Commercial Banking, Income Tax
Education
Saint Cloud State University - G.R. Herberger College of Business 1985 — 1989
Accounting
U.S. Bank November 2002 - Present
CliftonLarsonAllen 1998 - 2002
Skills
Investments, Strategy, Customer Service, Accounting, Business Strategy, Banking, Loans, Credit, Securities, Mergers & Acquisitions, Corporate Finance, Team Building, Commercial Banking, Income Tax
Education
Saint Cloud State University - G.R. Herberger College of Business 1985 — 1989
Accounting
Kayla Sattler's CliftonLarsonAllen Experience January 2014 - Present
Job Auditor at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
The Minnesota Office of the State Auditor June 2013 - August 2013
Skills
ProSystem fx Tax, Microsoft Excel, Time Management, Public Speaking, PowerPoint, Microsoft Office, Critical Thinking, Microsoft Word, Event Planning, Facebook, Teamwork, Social Media, Higher Education, Customer Service
Education
University of Minnesota-Duluth 2012 — 2013
Bachelor of Accountancy, Accounting
The University of North Dakota 2010 — 2012
Accounting
CliftonLarsonAllen January 2014 - Present
The Minnesota Office of the State Auditor June 2013 - August 2013
Skills
ProSystem fx Tax, Microsoft Excel, Time Management, Public Speaking, PowerPoint, Microsoft Office, Critical Thinking, Microsoft Word, Event Planning, Facebook, Teamwork, Social Media, Higher Education, Customer Service
Education
University of Minnesota-Duluth 2012 — 2013
Bachelor of Accountancy, Accounting
The University of North Dakota 2010 — 2012
Accounting
Zachary Varner's CliftonLarsonAllen Experience January 2015 - Present
Job Tax Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
McDonald's Corporation April 2010 - Present
Skills
Accounting, Financial Accounting, Accounting Applications, Financial Audits, Cost Accounting, Analytics
Education
St. Cloud State University 2011 — 2015
Bachelor's, Accounting
St. Cloud State University 2011 — 2015
Bachelor's degree, Accounting
CliftonLarsonAllen January 2015 - Present
McDonald's Corporation April 2010 - Present
Skills
Accounting, Financial Accounting, Accounting Applications, Financial Audits, Cost Accounting, Analytics
Education
St. Cloud State University 2011 — 2015
Bachelor's, Accounting
St. Cloud State University 2011 — 2015
Bachelor's degree, Accounting