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
Gregg Draeger Gregg Draeger's CliftonLarsonAllen Experience November 2001 - Present
Job Managing Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2001 - Present
Skills
Financial Accounting, Accounting, Financial Reporting, Corporate Tax, Auditing, Financial Analysis, CPA, Tax
Education
Macalester College 1977 — 1981
BA, Economics, History
CliftonLarsonAllen November 2001 - Present
Skills
Financial Accounting, Accounting, Financial Reporting, Corporate Tax, Auditing, Financial Analysis, CPA, Tax
Education
Macalester College 1977 — 1981
BA, Economics, History
John Melzarek John Melzarek's CliftonLarsonAllen Experience Accounting InternPark DentalJune 2014 - September 2014
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen Accounting InternPark DentalJune 2014 - September 2014
Perkins bakery August 2010 - December 2013
Skills
Microsoft Excel
Education
Luther College 2011 — 2014
Bachelor's Degree, Accounting, Alumni
CliftonLarsonAllen Accounting InternPark DentalJune 2014 - September 2014
Perkins bakery August 2010 - December 2013
Skills
Microsoft Excel
Education
Luther College 2011 — 2014
Bachelor's Degree, Accounting, Alumni
Steve Thorson Steve Thorson's CliftonLarsonAllen Experience June 1977 - Present
Job Principal, CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 1977 - Present
Skills
Financial Reporting, Income Tax, GAAP, CPA, Auditing, Financial Statements, Tax Preparation, Corporate Tax, Internal Controls, US GAAP
Education
Luther College 1973 — 1977
BA, Accounting
CliftonLarsonAllen June 1977 - Present
Skills
Financial Reporting, Income Tax, GAAP, CPA, Auditing, Financial Statements, Tax Preparation, Corporate Tax, Internal Controls, US GAAP
Education
Luther College 1973 — 1977
BA, Accounting
Paul J Kelly III Paul J Kelly III's CliftonLarsonAllen Experience December 2005 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2005 - Present
CFO On Call 2002 - 2005
Lincoln Investment Planning 1996 - 2002
PECO Energy 1992 - 1996
The Robinson Trusts 1988 - 1992
The Nichols Company 1985 - 1988
KPMG US 1978 - 1985
Skills
Accounting, Assurance, Auditing, CPA, Finance, Financial Analysis, Financial Statements, GAAP, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Project Planning, US GAAP, Financial Accounting, Tax Preparation, Accounting System
Education
La Salle University 2005 — 2010
MBA, Finance
La Salle University 1974 — 1978
BS, Business Administration, magna cum laude, with General College Honors, Accounting
La Salle College High School 1970 — 1974
CliftonLarsonAllen December 2005 - Present
CFO On Call 2002 - 2005
Lincoln Investment Planning 1996 - 2002
PECO Energy 1992 - 1996
The Robinson Trusts 1988 - 1992
The Nichols Company 1985 - 1988
KPMG US 1978 - 1985
Skills
Accounting, Assurance, Auditing, CPA, Finance, Financial Analysis, Financial Statements, GAAP, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Project Planning, US GAAP, Financial Accounting, Tax Preparation, Accounting System
Education
La Salle University 2005 — 2010
MBA, Finance
La Salle University 1974 — 1978
BS, Business Administration, magna cum laude, with General College Honors, Accounting
La Salle College High School 1970 — 1974
Amanda Gavin, MBA, CPA Amanda Gavin, MBA, CPA's CliftonLarsonAllen Experience July 2002 - April 2014
Job Global Tax & Trade
Industry Accounting
Experience
Caterpillar Inc. April 2014 - Present
CliftonLarsonAllen July 2002 - April 2014
Tate & Lyle September 2000 - May 2002
Millikin University August 2000 - May 2002
Skills
Leadship, Communication, Teamwork, Growth Oriented, Analytical/Problem..., Flexibility/Adaptability, Self-Motivated, Tax Credits, Cost Segregation, Research & Development..., Teaching, Tax, Auditing, Accounting, IT Audit, Leadership, Tax Preparation, CPA, Financial Statements, Finance, Assurance, Tax Advisory
Education
University of Illinois Springfield 2002 — 2004
MBA, Business
Millikin University 1998 — 2002
BS, Accounting
Caterpillar Inc. April 2014 - Present
CliftonLarsonAllen July 2002 - April 2014
Tate & Lyle September 2000 - May 2002
Millikin University August 2000 - May 2002
Skills
Leadship, Communication, Teamwork, Growth Oriented, Analytical/Problem..., Flexibility/Adaptability, Self-Motivated, Tax Credits, Cost Segregation, Research & Development..., Teaching, Tax, Auditing, Accounting, IT Audit, Leadership, Tax Preparation, CPA, Financial Statements, Finance, Assurance, Tax Advisory
Education
University of Illinois Springfield 2002 — 2004
MBA, Business
Millikin University 1998 — 2002
BS, Accounting
Ashlee Schoonover Ashlee Schoonover's CliftonLarsonAllen Experience August 2014 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2014 - Present
Clark-Lindsey Village, Inc. May 2006 - August 2014
Champaign Automotive Superstore October 2001 - February 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, Budgets, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Process Improvement, Non-profits, QuickBooks, Team Building, Bookkeeping, Bank Reconciliation, Data Entry, Access, Accounts Receivable, Financial Reporting, Outlook, Nonprofits
Education
Millikin University 2012 — 2013
Bachelor’s Degree, Accounting, 3.744/4.0
Parkland College 2006 — 2008
Associate’s Degree, Accounting, 3.875/4.0
CliftonLarsonAllen August 2014 - Present
Clark-Lindsey Village, Inc. May 2006 - August 2014
Champaign Automotive Superstore October 2001 - February 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, Budgets, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Process Improvement, Non-profits, QuickBooks, Team Building, Bookkeeping, Bank Reconciliation, Data Entry, Access, Accounts Receivable, Financial Reporting, Outlook, Nonprofits
Education
Millikin University 2012 — 2013
Bachelor’s Degree, Accounting, 3.744/4.0
Parkland College 2006 — 2008
Associate’s Degree, Accounting, 3.875/4.0
Sheri Knope, CPA, ABV/CFF, CFE, CIA's CliftonLarsonAllen Experience August 2014 - Present
Job CPA, CIA, CFE, CFF, ABV at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2014 - Present
Knope & Miller LLC July 2013 - Present
PKC Consulting LLC June 2008 - July 2014
Timberwood Bank October 2007 - June 2008
Wipfli LLP September 2005 - October 2007
Bank of Luxemburg March 2001 - June 2005
Shopko November 2000 - March 2001
Wipfli LLP November 1999 - November 2000
Shopko September 1998 - November 1999
F&M Bank - Kaukauna, WI June 1994 - September 1998
Skills
Fraud, Internal Controls, Financial Institutions, Fraud Investigations, Accounting, Tax, Valuation, Forensic Accounting, CPA, Auditing, Financial Reporting, Internal Audit, Certified Fraud Examiner, Financial Analysis, Sarbanes-Oxley Act, Banking, SEC filings, GAAP, Tax Preparation, Corporate Tax, Business Valuation, Risk Management, Credit, Consulting, Small Business, QuickBooks, Enterprise Risk..., Leadership, Due Diligence, Cash Management, Cash Flow, Finance, Financial Statements, Financial Accounting, Income Tax, Strategic Financial..., Financial Audits, Tax Accounting, Managerial Finance, Executive Management, General Ledger, Mergers & Acquisitions, Corporate Governance, Tax Returns, Cost Accounting, Assurance, US GAAP, Management, Strategic Planning
Education
Lakeland College 1995 — 1998
B.A., Accounting
CliftonLarsonAllen August 2014 - Present
Knope & Miller LLC July 2013 - Present
PKC Consulting LLC June 2008 - July 2014
Timberwood Bank October 2007 - June 2008
Wipfli LLP September 2005 - October 2007
Bank of Luxemburg March 2001 - June 2005
Shopko November 2000 - March 2001
Wipfli LLP November 1999 - November 2000
Shopko September 1998 - November 1999
F&M Bank - Kaukauna, WI June 1994 - September 1998
Skills
Fraud, Internal Controls, Financial Institutions, Fraud Investigations, Accounting, Tax, Valuation, Forensic Accounting, CPA, Auditing, Financial Reporting, Internal Audit, Certified Fraud Examiner, Financial Analysis, Sarbanes-Oxley Act, Banking, SEC filings, GAAP, Tax Preparation, Corporate Tax, Business Valuation, Risk Management, Credit, Consulting, Small Business, QuickBooks, Enterprise Risk..., Leadership, Due Diligence, Cash Management, Cash Flow, Finance, Financial Statements, Financial Accounting, Income Tax, Strategic Financial..., Financial Audits, Tax Accounting, Managerial Finance, Executive Management, General Ledger, Mergers & Acquisitions, Corporate Governance, Tax Returns, Cost Accounting, Assurance, US GAAP, Management, Strategic Planning
Education
Lakeland College 1995 — 1998
B.A., Accounting
Sonya Jansma's CliftonLarsonAllen Experience December 2008 - December 2014
Job Controller at OEM Fabricators, Inc.
Industry Accounting
Experience
OEM Fabricators, Inc. December 2014 - Present
CliftonLarsonAllen December 2008 - December 2014
Jansma Accounting January 2005 - November 2008
McGladrey & Pullen, LLP September 2004 - January 2005
Guinn, Swiggum, Gille & Vinopal, LLP August 1996 - September 2004
Mango Tree Company August 1994 - July 1996
Musicians’ Union Local 47 February 1993 - December 1993
Skills
QuickBooks, Tax, Tax Preparation, CPA, Income Tax, Auditing, Accounting, Bookkeeping, Payroll, Accounts Payable, Training, Financial Analysis, Small Business, Nonprofits, Sales Tax, Corporate Tax, Financial Reporting, GAAP, Accounts Receivable, Business Valuation, Financial Accounting, General Ledger, Account Reconciliation, Tax Accounting, Tax Returns, Partnership Taxation, Strategic Financial..., Managerial Finance, Finance, Forensic Accounting, Financial Statements, Valuation, Cash Management, Mergers & Acquisitions, US GAAP, Tax Research, Assurance, S Corporations, Controllers, Corporate Finance, Corporate Financial...
Education
Luther College 1989 — 1993
Bachelor, Accounting
Baldwin-Woodville High School 1986 — 1989
OEM Fabricators, Inc. December 2014 - Present
CliftonLarsonAllen December 2008 - December 2014
Jansma Accounting January 2005 - November 2008
McGladrey & Pullen, LLP September 2004 - January 2005
Guinn, Swiggum, Gille & Vinopal, LLP August 1996 - September 2004
Mango Tree Company August 1994 - July 1996
Musicians’ Union Local 47 February 1993 - December 1993
Skills
QuickBooks, Tax, Tax Preparation, CPA, Income Tax, Auditing, Accounting, Bookkeeping, Payroll, Accounts Payable, Training, Financial Analysis, Small Business, Nonprofits, Sales Tax, Corporate Tax, Financial Reporting, GAAP, Accounts Receivable, Business Valuation, Financial Accounting, General Ledger, Account Reconciliation, Tax Accounting, Tax Returns, Partnership Taxation, Strategic Financial..., Managerial Finance, Finance, Forensic Accounting, Financial Statements, Valuation, Cash Management, Mergers & Acquisitions, US GAAP, Tax Research, Assurance, S Corporations, Controllers, Corporate Finance, Corporate Financial...
Education
Luther College 1989 — 1993
Bachelor, Accounting
Baldwin-Woodville High School 1986 — 1989
Timothy Boyles's CliftonLarsonAllen Experience August 2015 - Present
Job Inventory Control Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
United States Air Force August 1984 - September 1990
Education
Mesa Community College 1992 — 1998
Computer and Information Systems
CliftonLarsonAllen August 2015 - Present
United States Air Force August 1984 - September 1990
Education
Mesa Community College 1992 — 1998
Computer and Information Systems
Adam Pyzdrowski, CPA Adam Pyzdrowski, CPA's CliftonLarsonAllen Experience November 2014 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen November 2012 - October 2014
Gethesame Lutheran Church January 2013 - September 2013
CliftonLarsonAllen August 2010 - November 2012
Luther College September 2009 - May 2010
Luther College September 2006 - May 2010
LarsonAllen June 2009 - August 2009
Hopkins Dynamo Soccer Club June 2008 - August 2009
Hopkins Dynamo Soccer Club May 2008 - August 2008
Diversified Graphics Incorporated June 2007 - August 2007
Skills
Auditing, GAAP, OMB Circular A-133, CCH ProSystem fx, ProSystem fx Tax, Microsoft Excel, Microsoft Word, Accounting, Internal Controls, Financial Statements, Consolidated Financial..., Universities, Nonprofits, CPA, Financial Accounting
Education
Luther College 2006 — 2010
Bachelor of Arts, Accounting, Spanish
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen November 2012 - October 2014
Gethesame Lutheran Church January 2013 - September 2013
CliftonLarsonAllen August 2010 - November 2012
Luther College September 2009 - May 2010
Luther College September 2006 - May 2010
LarsonAllen June 2009 - August 2009
Hopkins Dynamo Soccer Club June 2008 - August 2009
Hopkins Dynamo Soccer Club May 2008 - August 2008
Diversified Graphics Incorporated June 2007 - August 2007
Skills
Auditing, GAAP, OMB Circular A-133, CCH ProSystem fx, ProSystem fx Tax, Microsoft Excel, Microsoft Word, Accounting, Internal Controls, Financial Statements, Consolidated Financial..., Universities, Nonprofits, CPA, Financial Accounting
Education
Luther College 2006 — 2010
Bachelor of Arts, Accounting, Spanish
Brett Hammer Brett Hammer's CliftonLarsonAllen Experience July 2014 - July 2015
Job In transition
Industry Accounting
Experience
CliftonLarsonAllen July 2014 - July 2015
UnityPoint Health Methodist Proctor May 2013 - July 2014
Midstate College November 2011 - May 2013
Wetchler Accounting May 2010 - September 2010
AlignLife Franchise May 2010 - August 2010
Skills
QuickBooks, Accounting, Marketing, Microsoft Office, PowerPoint, E-Learning, Customer Service, Tax, Payroll, Sales, Teaching, Higher Education, Distance Learning, Financial Reporting, Curriculum Design, Calculus, Academic Tutoring, Algebra, Statistics, Tax Preparation, Leadership, Microsoft Word, Bank Reconciliation, Public Speaking, Office 2010, Data Entry, GAAP, Financial Analysis, Accounts Payable, Financial Accounting, Accounts Receivable, College Teaching, Tutoring, Courses, Data Analysis, Financial Statements, General Ledger, Tax Accounting, Finance, Adult Education
Education
Midstate College 2010 — 2011
BS, Accounting/Finance
Southern Illinois University, Carbondale 2007 — 2009
Accounting/Finance
CliftonLarsonAllen July 2014 - July 2015
UnityPoint Health Methodist Proctor May 2013 - July 2014
Midstate College November 2011 - May 2013
Wetchler Accounting May 2010 - September 2010
AlignLife Franchise May 2010 - August 2010
Skills
QuickBooks, Accounting, Marketing, Microsoft Office, PowerPoint, E-Learning, Customer Service, Tax, Payroll, Sales, Teaching, Higher Education, Distance Learning, Financial Reporting, Curriculum Design, Calculus, Academic Tutoring, Algebra, Statistics, Tax Preparation, Leadership, Microsoft Word, Bank Reconciliation, Public Speaking, Office 2010, Data Entry, GAAP, Financial Analysis, Accounts Payable, Financial Accounting, Accounts Receivable, College Teaching, Tutoring, Courses, Data Analysis, Financial Statements, General Ledger, Tax Accounting, Finance, Adult Education
Education
Midstate College 2010 — 2011
BS, Accounting/Finance
Southern Illinois University, Carbondale 2007 — 2009
Accounting/Finance
Faye Telecky's CliftonLarsonAllen Experience January 2014 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Blip Toys June 2013 - December 2013
The Renaissance Depot Minneapolis February 2012 - July 2013
University of St. Thomas January 2011 - June 2013
University of St. Thomas September 2011 - May 2013
MTS Systems May 2012 - September 2012
University of St. Thomas September 2010 - May 2012
David Abramson & Associates November 2010 - September 2011
Randy's Environmental Services May 2010 - September 2011
Skills
Outstanding Customer..., Sage ACT!, Microsoft Office, Event Planning, Travel Management, Internal Audit, Organization, Time Management, Data Entry, Customer Service, Accounting, Analysis, Microsoft Excel, Financial Analysis, Social Media
Education
University of Saint Thomas 2010 — 2013
Bachelor of Science, Accounting, Graduate
Marquette University 2009 — 2010
Bachelor of Science, Business Administration, Communication Studies; Accounting, Corporate Communications
Delano High School 2007 — 2009
High School Diploma
CliftonLarsonAllen January 2014 - Present
Blip Toys June 2013 - December 2013
The Renaissance Depot Minneapolis February 2012 - July 2013
University of St. Thomas January 2011 - June 2013
University of St. Thomas September 2011 - May 2013
MTS Systems May 2012 - September 2012
University of St. Thomas September 2010 - May 2012
David Abramson & Associates November 2010 - September 2011
Randy's Environmental Services May 2010 - September 2011
Skills
Outstanding Customer..., Sage ACT!, Microsoft Office, Event Planning, Travel Management, Internal Audit, Organization, Time Management, Data Entry, Customer Service, Accounting, Analysis, Microsoft Excel, Financial Analysis, Social Media
Education
University of Saint Thomas 2010 — 2013
Bachelor of Science, Accounting, Graduate
Marquette University 2009 — 2010
Bachelor of Science, Business Administration, Communication Studies; Accounting, Corporate Communications
Delano High School 2007 — 2009
High School Diploma
Melissa Coutz Melissa Coutz's CliftonLarsonAllen Experience September 2011 - April 2014
Job Broker Associate at CENTURY 21 Scheetz The Coutz Group
Industry Real Estate
Experience
CENTURY 21 Scheetz - Coutz Group April 2014 - Present
CliftonLarsonAllen September 2011 - April 2014
RiverWood Financial Group July 2009 - August 2011
Fastenal August 2008 - January 2009
Skills
Teamwork, Leadership, Organization, Creative Solutions, Microsoft Excel, Microsoft Office, Budget, Auditing, PowerPoint, Customer Service, Event Planning, Process Improvement
Education
Marian College 2006 — 2011
Bachelor of Science (BS), Accounting, finance, and marketing
Bishop Chatard High School 2002 — 2006
CENTURY 21 Scheetz - Coutz Group April 2014 - Present
CliftonLarsonAllen September 2011 - April 2014
RiverWood Financial Group July 2009 - August 2011
Fastenal August 2008 - January 2009
Skills
Teamwork, Leadership, Organization, Creative Solutions, Microsoft Excel, Microsoft Office, Budget, Auditing, PowerPoint, Customer Service, Event Planning, Process Improvement
Education
Marian College 2006 — 2011
Bachelor of Science (BS), Accounting, finance, and marketing
Bishop Chatard High School 2002 — 2006
Tiffany Bisconer, CPA, MS, MAFM Tiffany Bisconer, CPA, MS, MAFM's CliftonLarsonAllen Experience August 2014 - Present
Job Associate at CliftonLarsonAllen Public Sector Group: NonProfit
Industry Accounting
Experience
CliftonLarsonAllen August 2014 - Present
Bisconer Accounting January 2010 - August 2014
CJ Foundation November 2009 - September 2011
Apogee New Dawn May 2009 - September 2011
C.S. Bensch, Inc August 2007 - May 2009
Suhaila Productions, LLC January 1998 - July 2007
Skills
Financial Analysis, Budgets, Financial Reporting, Real Estate, Account Reconciliation, Corporate Tax, Forecasting, Property Management, Microsoft Office, Process Improvement, Contract Negotiation, Due Diligence, Valuation, Microsoft Excel, Finance, Accounting, Cash Flow, Management, Analysis, General Ledger
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MAFM - CPA, Accounting/Finance/Business - CPA
University of Phoenix 2006 — 2010
MS, Psychology
Mills College 1999 — 2003
BA, Theatre Arts/Anthropology
CliftonLarsonAllen August 2014 - Present
Bisconer Accounting January 2010 - August 2014
CJ Foundation November 2009 - September 2011
Apogee New Dawn May 2009 - September 2011
C.S. Bensch, Inc August 2007 - May 2009
Suhaila Productions, LLC January 1998 - July 2007
Skills
Financial Analysis, Budgets, Financial Reporting, Real Estate, Account Reconciliation, Corporate Tax, Forecasting, Property Management, Microsoft Office, Process Improvement, Contract Negotiation, Due Diligence, Valuation, Microsoft Excel, Finance, Accounting, Cash Flow, Management, Analysis, General Ledger
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MAFM - CPA, Accounting/Finance/Business - CPA
University of Phoenix 2006 — 2010
MS, Psychology
Mills College 1999 — 2003
BA, Theatre Arts/Anthropology
Rebecca Gilbert Rebecca Gilbert's CliftonLarsonAllen Experience January 2015 - April 2015
Job Tax Intern at CliftonLarsonAllen
Industry Accounting
Experience
US Marshals August 2015 - Present
PJ Whelihan's May 2014 - August 2015
CliftonLarsonAllen January 2015 - April 2015
Cooper's Ferry Partnership June 2013 - 2015
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Time Management, Facebook, Cashiering, Teamwork, Data Entry, Retail, Social Media, Social Networking, Outlook, Event Planning, Sales, Leadership, Public Speaking, Access, Marketing, Social Media Marketing, Accounting, Photoshop, Research
Education
La Salle University 2012 — 2016
Bachelor's Degree, Accounting
Paul VI High School 2008 — 2012
US Marshals August 2015 - Present
PJ Whelihan's May 2014 - August 2015
CliftonLarsonAllen January 2015 - April 2015
Cooper's Ferry Partnership June 2013 - 2015
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Time Management, Facebook, Cashiering, Teamwork, Data Entry, Retail, Social Media, Social Networking, Outlook, Event Planning, Sales, Leadership, Public Speaking, Access, Marketing, Social Media Marketing, Accounting, Photoshop, Research
Education
La Salle University 2012 — 2016
Bachelor's Degree, Accounting
Paul VI High School 2008 — 2012
Alex Calendo Alex Calendo's CliftonLarsonAllen Experience January 2015 - Present
Job Intern at CliftonLarsonAllen
Industry
Experience
CliftonLarsonAllen January 2015 - Present
Sam's Pizza January 2009 - December 2014
Sloan Valve Company May 2012 - November 2012
Skills
Spreadsheets, Microsoft Excel, Phone Etiquette, Data Wiring, Number Crunching, Electrical..., Project Management, Data Entry, Inventory Management, Management
Education
Northern Illinois University - College of Business 2013 — 2015
Accounting
Kishwaukee College 2011 — 2013
CliftonLarsonAllen January 2015 - Present
Sam's Pizza January 2009 - December 2014
Sloan Valve Company May 2012 - November 2012
Skills
Spreadsheets, Microsoft Excel, Phone Etiquette, Data Wiring, Number Crunching, Electrical..., Project Management, Data Entry, Inventory Management, Management
Education
Northern Illinois University - College of Business 2013 — 2015
Accounting
Kishwaukee College 2011 — 2013
Betsy Fruncek, MSHR's CliftonLarsonAllen Experience November 2011 - December 2013
Job Benefits Vendor Management Specialist at Wheaton Franciscan Healthcare
Industry Human Resources
Experience
Wheaton Franciscan Healthcare January 2014 - Present
CliftonLarsonAllen November 2011 - December 2013
UW-Milwaukee September 2010 - September 2011
American Society for Quality (ASQ) January 2010 - June 2010
Marquette University September 2005 - March 2010
Great-West Retirement Services/EMJAY Corporation January 2000 - June 2005
Wells Fargo Retirement Plan Services, Inc./EMJAY Corporation 1993 - 2001
Skills
Performance Management, Employee Training, Deferred Compensation, Benefits Administration, PeopleSoft, Operations Management, HRIS, Organizational..., Employee Engagement, Microsoft Office, Employee Relations, Personnel Management, Employee Benefits, Talent Acquisition, Human Resources, Vendor Management, Leadership, New Hire Orientations, Management, FMLA, Training, Team Building, Strategy, Payroll
Education
Marquette University 2007 — 2009
Master of Science in Human Resources
University of Wisconsin - Whitewater
Bachelors of Business Administration - Management
Wheaton Franciscan Healthcare January 2014 - Present
CliftonLarsonAllen November 2011 - December 2013
UW-Milwaukee September 2010 - September 2011
American Society for Quality (ASQ) January 2010 - June 2010
Marquette University September 2005 - March 2010
Great-West Retirement Services/EMJAY Corporation January 2000 - June 2005
Wells Fargo Retirement Plan Services, Inc./EMJAY Corporation 1993 - 2001
Skills
Performance Management, Employee Training, Deferred Compensation, Benefits Administration, PeopleSoft, Operations Management, HRIS, Organizational..., Employee Engagement, Microsoft Office, Employee Relations, Personnel Management, Employee Benefits, Talent Acquisition, Human Resources, Vendor Management, Leadership, New Hire Orientations, Management, FMLA, Training, Team Building, Strategy, Payroll
Education
Marquette University 2007 — 2009
Master of Science in Human Resources
University of Wisconsin - Whitewater
Bachelors of Business Administration - Management
Nikki Bocock, CPA, MBT Nikki Bocock, CPA, MBT's CliftonLarsonAllen Experience July 2012 - Present
Job Engagement Director at CliftonLarsonAllen LLP and Co Owner at Prescott Boat Club LLC
Industry Accounting
Experience
Prescott Boat Club January 2014 - Present
CliftonLarsonAllen July 2012 - Present
Skills
Manufacturing, Income Tax, Agribusiness, Accounting, Tax, Payroll, Financial Planners, Corporate Tax, Tax Research, CPA, Tax Returns, Tax Preparation, Small Business, Auditing, IRS, Financial Planning, Financial Reporting
Education
University of Minnesota-Twin Cities 2006 — 2009
Masters of Business Taxation, Taxation
University of Wisconsin-La Crosse 1997 — 2002
Bachelor of Science, Accounting
La Trobe University 2000 — 2000
Accounting
Prescott Boat Club January 2014 - Present
CliftonLarsonAllen July 2012 - Present
Skills
Manufacturing, Income Tax, Agribusiness, Accounting, Tax, Payroll, Financial Planners, Corporate Tax, Tax Research, CPA, Tax Returns, Tax Preparation, Small Business, Auditing, IRS, Financial Planning, Financial Reporting
Education
University of Minnesota-Twin Cities 2006 — 2009
Masters of Business Taxation, Taxation
University of Wisconsin-La Crosse 1997 — 2002
Bachelor of Science, Accounting
La Trobe University 2000 — 2000
Accounting
Dan Sjoquist Dan Sjoquist's CliftonLarsonAllen Experience May 2006 - March 2007
Job President of Sjoquist Financial Consulting, LLC
Industry Higher Education
Experience
Metropolitan State University January 2014 - Present
Sjoquist Financial Consulting, Inc. April 2013 - Present
Minneapolis College of Art and Design April 2007 - September 2012
CliftonLarsonAllen May 2006 - March 2007
Froehling Anderson 1997 - 2006
Baker Tilly Virchow Krause, LLP 1987 - 1997
Skills
CPA, Leadership, Higher Education, Strategic Planning, Financial Accounting, Nonprofits, Customer Service, US GAAP, Budgets, Teaching, Public Speaking, Microsoft Excel, Microsoft Office, Internal Controls, Student Affairs, Tax, GAAP, Event Planning, Accounting, Financial Analysis, Financial Reporting, Project Management, Research, Process Improvement, Staff Development, Social Media, Analysis, Volunteer Management, Adult Education, QuickBooks, Community Outreach, Data Entry, Grant Writing, Access, Outlook, Management, Finance, Training, Policy, Leadership Development, Project Planning, Accounts Receivable, Auditing, Admissions, PowerPoint, Team Leadership, Microsoft Word, Fundraising, Program Development, Student Financial Aid
Education
Metropolitan State University 2013 — 2016
Doctorate of Business Administration, Doctoral Candidate
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Accounting and Finance
University of Minnesota Duluth 1979 — 1984
Bachelor of Business Administration, Finance
Metropolitan State University January 2014 - Present
Sjoquist Financial Consulting, Inc. April 2013 - Present
Minneapolis College of Art and Design April 2007 - September 2012
CliftonLarsonAllen May 2006 - March 2007
Froehling Anderson 1997 - 2006
Baker Tilly Virchow Krause, LLP 1987 - 1997
Skills
CPA, Leadership, Higher Education, Strategic Planning, Financial Accounting, Nonprofits, Customer Service, US GAAP, Budgets, Teaching, Public Speaking, Microsoft Excel, Microsoft Office, Internal Controls, Student Affairs, Tax, GAAP, Event Planning, Accounting, Financial Analysis, Financial Reporting, Project Management, Research, Process Improvement, Staff Development, Social Media, Analysis, Volunteer Management, Adult Education, QuickBooks, Community Outreach, Data Entry, Grant Writing, Access, Outlook, Management, Finance, Training, Policy, Leadership Development, Project Planning, Accounts Receivable, Auditing, Admissions, PowerPoint, Team Leadership, Microsoft Word, Fundraising, Program Development, Student Financial Aid
Education
Metropolitan State University 2013 — 2016
Doctorate of Business Administration, Doctoral Candidate
Minnesota State University, Mankato 1985 — 1986
Master of Business Administration (MBA), Accounting and Finance
University of Minnesota Duluth 1979 — 1984
Bachelor of Business Administration, Finance
Kent Cutler, CPA Kent Cutler, CPA's CliftonLarsonAllen Experience July 2007 - May 2012
Job Corporate Brewery Financial Analyst at MillerCoors
Industry Accounting
Experience
MillerCoors January 2014 - Present
MillerCoors May 2012 - January 2014
CliftonLarsonAllen July 2007 - May 2012
Skills
Accounting, Auditing, CPA, QuickBooks, Microsoft Excel, Financial Analysis, Customer Service, Financial Reporting, Forecasting, Tax, Tax Preparation, Financial Accounting, Cost Accounting, Manufacturing, Construction, Microsoft Word, Microsoft Office, PowerPoint, Accounts Receivable, Cash Flow, Budget, Member of AICPA, Consolidated Financial..., Financial Statements, GAAP, Finance, Budgets
Education
Loyola University Chicago 2002 — 2007
BBA, Accounting, Operations Management
MillerCoors January 2014 - Present
MillerCoors May 2012 - January 2014
CliftonLarsonAllen July 2007 - May 2012
Skills
Accounting, Auditing, CPA, QuickBooks, Microsoft Excel, Financial Analysis, Customer Service, Financial Reporting, Forecasting, Tax, Tax Preparation, Financial Accounting, Cost Accounting, Manufacturing, Construction, Microsoft Word, Microsoft Office, PowerPoint, Accounts Receivable, Cash Flow, Budget, Member of AICPA, Consolidated Financial..., Financial Statements, GAAP, Finance, Budgets
Education
Loyola University Chicago 2002 — 2007
BBA, Accounting, Operations Management
Kaitlyn Metz Kaitlyn Metz's CliftonLarsonAllen Experience December 2014 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2014 - Present
Voynow, Bayard, Whyte & Company, LLP October 2013 - November 2014
Simon and Schuster August 2013 - October 2013
BounceU of Langhorne March 2008 - October 2013
Rowland, Johnson & Company, P.A. January 2013 - April 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Facebook, Customer Service, Social Media, Social Networking, Leadership, Accounting, QuickBooks, Teamwork, Outlook, Critical Thinking, People Skills
Education
Kutztown University of Pennsylvania 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
CliftonLarsonAllen December 2014 - Present
Voynow, Bayard, Whyte & Company, LLP October 2013 - November 2014
Simon and Schuster August 2013 - October 2013
BounceU of Langhorne March 2008 - October 2013
Rowland, Johnson & Company, P.A. January 2013 - April 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Facebook, Customer Service, Social Media, Social Networking, Leadership, Accounting, QuickBooks, Teamwork, Outlook, Critical Thinking, People Skills
Education
Kutztown University of Pennsylvania 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Mathew Pint's CliftonLarsonAllen Experience May 2013 - May 2014
Job Systems Specialist at Henderson Products
Industry Information Technology and Services
Experience
Henderson Products June 2014 - Present
CliftonLarsonAllen May 2013 - May 2014
S&A Computer Services February 2011 - May 2013
IBM June 2010 - February 2011
Hewlett-Packard April 2007 - July 2010
Rockwell Collins April 2004 - April 2007
Rockwell Collins November 1999 - March 2004
McLeodUSA 1999 - 1999
Skills
Servers, Unix, Troubleshooting, Windows Server, TCP/IP, IT Management, Disaster Recovery, Virtualization, HP, XP, DNS, Service Delivery, Technical Support, Lotus Notes, Integration, IT Service Management, BMC Remedy, SharePoint, Server Architecture, Network Security, Microsoft Certified..., NAS, HP-UX, System Administration, Windows, SCCM, Active Directory, Cluster, Linux, Requirements Analysis, Data Center, Laptops, Computer Hardware, vSphere, Operating Systems, Vendor Management, DHCP, VMware ESX, Group Policy, Red Hat Linux, Security, Switches, IIS, Software Documentation, Citrix Metaframe, Software Installation, Network Administration, Windows 7, Solaris, Windows XP
Education
Kaplin University 1998 — 1999
Certification, MCSE
Kirkwood Community College 1994 — 1997
Associates in Business Administration, Business
Jesup 1982 — 1994
Henderson Products June 2014 - Present
CliftonLarsonAllen May 2013 - May 2014
S&A Computer Services February 2011 - May 2013
IBM June 2010 - February 2011
Hewlett-Packard April 2007 - July 2010
Rockwell Collins April 2004 - April 2007
Rockwell Collins November 1999 - March 2004
McLeodUSA 1999 - 1999
Skills
Servers, Unix, Troubleshooting, Windows Server, TCP/IP, IT Management, Disaster Recovery, Virtualization, HP, XP, DNS, Service Delivery, Technical Support, Lotus Notes, Integration, IT Service Management, BMC Remedy, SharePoint, Server Architecture, Network Security, Microsoft Certified..., NAS, HP-UX, System Administration, Windows, SCCM, Active Directory, Cluster, Linux, Requirements Analysis, Data Center, Laptops, Computer Hardware, vSphere, Operating Systems, Vendor Management, DHCP, VMware ESX, Group Policy, Red Hat Linux, Security, Switches, IIS, Software Documentation, Citrix Metaframe, Software Installation, Network Administration, Windows 7, Solaris, Windows XP
Education
Kaplin University 1998 — 1999
Certification, MCSE
Kirkwood Community College 1994 — 1997
Associates in Business Administration, Business
Jesup 1982 — 1994
Sandra Grossman's CliftonLarsonAllen Experience January 2015 - April 2015
Job Intern at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - April 2015
PetSmart June 2013 - January 2014
The Sports Lounge October 2009 - December 2010
Raich GmbH August 2009 - October 2009
Hoffmann & Müller August 2008 - June 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Cashiering, Learning Quickly, Public Speaking, Accounting, Higher Education, Training, Dependable Team Player, Supervisory Skills, Team Leadership, Budgets, Time Management, Leadership, Hotel Administration, Teamwork, Research, Financial Accounting, Management, Team Building, Event Planning, Electronic Filing, Appointment Scheduling, Strongly self-motivated, Enthusiasm to learn, Problem Solving, Tax Returns, QuickBooks, Sales, Financial Reporting, basic accounting skills, Tax Preparation, Tax Planning, Personal Financial..., Financial Analysis
Education
McKendree University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.71 /4.0
Berufsschule Zweibruecken 2006 — 2009
State Certified Foreign Language Specialist in English & German, certified multilingual administrative assistant, 2.8 / 4.0 GPA
Southwestern Illinois College
Associate's degree, Accounting, 4.0 / 4.0
CliftonLarsonAllen January 2015 - April 2015
PetSmart June 2013 - January 2014
The Sports Lounge October 2009 - December 2010
Raich GmbH August 2009 - October 2009
Hoffmann & Müller August 2008 - June 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Cashiering, Learning Quickly, Public Speaking, Accounting, Higher Education, Training, Dependable Team Player, Supervisory Skills, Team Leadership, Budgets, Time Management, Leadership, Hotel Administration, Teamwork, Research, Financial Accounting, Management, Team Building, Event Planning, Electronic Filing, Appointment Scheduling, Strongly self-motivated, Enthusiasm to learn, Problem Solving, Tax Returns, QuickBooks, Sales, Financial Reporting, basic accounting skills, Tax Preparation, Tax Planning, Personal Financial..., Financial Analysis
Education
McKendree University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.71 /4.0
Berufsschule Zweibruecken 2006 — 2009
State Certified Foreign Language Specialist in English & German, certified multilingual administrative assistant, 2.8 / 4.0 GPA
Southwestern Illinois College
Associate's degree, Accounting, 4.0 / 4.0
Amber Choisser Amber Choisser's CliftonLarsonAllen Experience January 2013 - Present
Job Senior Auditor at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - Present
J.W. Boyle & Co., Ltd. January 2005 - January 2013
Norman Backues and Associates, Inc. June 2002 - January 2005
Skills
GAAP, Banking, Auditing
Education
McKendree College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
CliftonLarsonAllen January 2013 - Present
J.W. Boyle & Co., Ltd. January 2005 - January 2013
Norman Backues and Associates, Inc. June 2002 - January 2005
Skills
GAAP, Banking, Auditing
Education
McKendree College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Robert (Bob) Sniegowski Robert (Bob) Sniegowski's CliftonLarsonAllen Experience 1998 - Present
Job Principal/Consultant at CliftonLarsonAllen
Industry Construction
Experience
CliftonLarsonAllen LLP January 2012 - Present
AGC of Minnesoata 2005 - Present
CliftonLarsonAllen LLP April 2003 - Present
CliftonLarsonAllen 1998 - Present
Al Johnson Construction Company July 1976 - September 1998
Skills
Construction, Program Management, Management, Operations Management, Civil Engineering, Highways, Consulting, Auditing, Financial Analysis, Bridge, Accounting, Project Management
Education
Michigan Technological University 1973 — 1976
Civil Engineering, Civil Engineering
CliftonLarsonAllen LLP January 2012 - Present
AGC of Minnesoata 2005 - Present
CliftonLarsonAllen LLP April 2003 - Present
CliftonLarsonAllen 1998 - Present
Al Johnson Construction Company July 1976 - September 1998
Skills
Construction, Program Management, Management, Operations Management, Civil Engineering, Highways, Consulting, Auditing, Financial Analysis, Bridge, Accounting, Project Management
Education
Michigan Technological University 1973 — 1976
Civil Engineering, Civil Engineering
Luke Pope Luke Pope's CliftonLarsonAllen Experience June 2010 - Present
Job Manager, Tax at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen June 2010 - Present
Humes & Barrington, LLP May 2007 - May 2010
Humes & Barrington, LLP January 2005 - April 2007
Skills
CPA, Income Tax, Corporate Tax, Partnership Taxation
Education
McKendree College 2002 — 2007
Accounting, Economics & Finance
CliftonLarsonAllen June 2010 - Present
Humes & Barrington, LLP May 2007 - May 2010
Humes & Barrington, LLP January 2005 - April 2007
Skills
CPA, Income Tax, Corporate Tax, Partnership Taxation
Education
McKendree College 2002 — 2007
Accounting, Economics & Finance
Lauren Bradford Lauren Bradford's CliftonLarsonAllen Experience May 2015 - July 2015
Job Audit Intern at CliftonLarsonAllen.
Industry Accounting
Experience
Goin' Nuts Cafe January 2013 - Present
CliftonLarsonAllen May 2015 - July 2015
Corporation for National and Community Service May 2014 - August 2014
Payless ShoeSource April 2012 - November 2012
Abt SRBI October 2011 - April 2012
Skills
Customer Service, Phone Etiquette, Microsoft Office, Microsoft Excel, Microsoft Word, AutoAudit, HTML, PhpMyAdmin, Microsoft SQL Server, Social Media, Research, PowerPoint, Social Networking, Access, Event Planning
Education
Salisbury University - Perdue School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Information Systems
Marshall University 2011 — 2012
Goin' Nuts Cafe January 2013 - Present
CliftonLarsonAllen May 2015 - July 2015
Corporation for National and Community Service May 2014 - August 2014
Payless ShoeSource April 2012 - November 2012
Abt SRBI October 2011 - April 2012
Skills
Customer Service, Phone Etiquette, Microsoft Office, Microsoft Excel, Microsoft Word, AutoAudit, HTML, PhpMyAdmin, Microsoft SQL Server, Social Media, Research, PowerPoint, Social Networking, Access, Event Planning
Education
Salisbury University - Perdue School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Information Systems
Marshall University 2011 — 2012
Alexandra Lobeck, CPA's CliftonLarsonAllen Experience November 2013 - Present
Job Assurance Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
Skills
Clear Communications, Accounting, Auditing, GAAP, US GAAP, Leadership, CPA, Internal Controls, Financial Accounting, Financial Statements, PowerPoint, Microsoft Excel
Education
Loyola University Maryland 2007 — 2011
BBA, Accounting
CliftonLarsonAllen November 2013 - Present
Skills
Clear Communications, Accounting, Auditing, GAAP, US GAAP, Leadership, CPA, Internal Controls, Financial Accounting, Financial Statements, PowerPoint, Microsoft Excel
Education
Loyola University Maryland 2007 — 2011
BBA, Accounting
Barbara Nevin, MS, GBA Barbara Nevin, MS, GBA's CliftonLarsonAllen Experience February 2014 - Present
Job Director of Benefits at CliftonLarsonAllen
Industry Human Resources
Experience
CliftonLarsonAllen February 2014 - Present
CliftonLarsonAllen March 2008 - Present
OutsourceOne September 2004 - March 2008
ResCare September 2000 - March 2004
Carroll Institute August 1990 - August 1999
Good Samaritan Society June 1985 - December 1989
Skills
Employee Benefits, Benefits Administration, Benefits Design, Benefits Communication, Benefits Strategy, Self funded and Fully..., Consumer Driven Health..., Open Enrollment, FMLA, Workers Compensation, 401k, HRIS, HR Policies, Vendor Relationships, Vendor Management Skills, Project Management, Employee Relations, Benefit Data Analysis
Education
The University of South Dakota
M.S., Human Resources Management
Luther College 1981 — 1985
BA, Accounting/Economics
CliftonLarsonAllen February 2014 - Present
CliftonLarsonAllen March 2008 - Present
OutsourceOne September 2004 - March 2008
ResCare September 2000 - March 2004
Carroll Institute August 1990 - August 1999
Good Samaritan Society June 1985 - December 1989
Skills
Employee Benefits, Benefits Administration, Benefits Design, Benefits Communication, Benefits Strategy, Self funded and Fully..., Consumer Driven Health..., Open Enrollment, FMLA, Workers Compensation, 401k, HRIS, HR Policies, Vendor Relationships, Vendor Management Skills, Project Management, Employee Relations, Benefit Data Analysis
Education
The University of South Dakota
M.S., Human Resources Management
Luther College 1981 — 1985
BA, Accounting/Economics
Kelsey Jones, CPA Kelsey Jones, CPA's CliftonLarsonAllen Experience December 2011 - April 2012
Job State of Colorado
Industry Accounting
Experience
State of Colorado November 2014 - Present
Arapahoe Community College April 2012 - November 2014
CliftonLarsonAllen December 2011 - April 2012
CliftonLarsonAllen January 2009 - December 2011
Sodexo April 2005 - January 2008
Sodexo May 2004 - April 2005
Skills
Single Audit, Auditing, Assurance, GAAP, Internal Controls, Accounting, SAS70, Segregation of Duties
Education
Metropolitan State College of Denver 2008 — 2008
Accounting
Western Washington University 1999 — 2004
Bachelor of Science
State of Colorado November 2014 - Present
Arapahoe Community College April 2012 - November 2014
CliftonLarsonAllen December 2011 - April 2012
CliftonLarsonAllen January 2009 - December 2011
Sodexo April 2005 - January 2008
Sodexo May 2004 - April 2005
Skills
Single Audit, Auditing, Assurance, GAAP, Internal Controls, Accounting, SAS70, Segregation of Duties
Education
Metropolitan State College of Denver 2008 — 2008
Accounting
Western Washington University 1999 — 2004
Bachelor of Science
Curtis Mayse Curtis Mayse's CliftonLarsonAllen Experience October 2014 - Present
Job Principal at CliftonLarsonAllen
Industry Hospital & Health Care
Experience
CliftonLarsonAllen October 2014 - Present
ECG Management Consultants September 2011 - March 2014
LarsonAllen September 2001 - August 2011
Strategic Health Consultants July 1999 - September 2001
Parkcrest Surgical Associates May 1996 - July 1999
Skills
Revenue Cycle, Healthcare, Physicians, Practice Management, Healthcare Consulting, Healthcare Management, Strategic Planning, Informatics, Healthcare Industry, Management, Consulting, HIPAA, Strategy, Leadership Development, Finance, Healthcare Information..., Managed Care, Medicare, Revenue Cycle Management, Process Improvement, EHR, Health Information..., Medicaid, Hospitals, Physician Relations, Healthcare Reimbursement, Leadership, Team Building, EMR, Financial Analysis, Performance Improvement, Medical Billing, Business Strategy, Budgets, Mergers & Acquisitions, Management Consulting, Executive Management, Business Planning, Accounting, Epic Systems, Health Policy, Health Insurance, CPA, Software Implementation, Quality Improvement, Managerial Finance, Medical Coding, Change Management, Insurance, Governance
Education
Maryville University of Saint Louis 1989 — 1991
MBA, Finance & Marketing
University of Missouri-Columbia, College of Business 1985 — 1989
Accounting, BS in Accounting
CliftonLarsonAllen October 2014 - Present
ECG Management Consultants September 2011 - March 2014
LarsonAllen September 2001 - August 2011
Strategic Health Consultants July 1999 - September 2001
Parkcrest Surgical Associates May 1996 - July 1999
Skills
Revenue Cycle, Healthcare, Physicians, Practice Management, Healthcare Consulting, Healthcare Management, Strategic Planning, Informatics, Healthcare Industry, Management, Consulting, HIPAA, Strategy, Leadership Development, Finance, Healthcare Information..., Managed Care, Medicare, Revenue Cycle Management, Process Improvement, EHR, Health Information..., Medicaid, Hospitals, Physician Relations, Healthcare Reimbursement, Leadership, Team Building, EMR, Financial Analysis, Performance Improvement, Medical Billing, Business Strategy, Budgets, Mergers & Acquisitions, Management Consulting, Executive Management, Business Planning, Accounting, Epic Systems, Health Policy, Health Insurance, CPA, Software Implementation, Quality Improvement, Managerial Finance, Medical Coding, Change Management, Insurance, Governance
Education
Maryville University of Saint Louis 1989 — 1991
MBA, Finance & Marketing
University of Missouri-Columbia, College of Business 1985 — 1989
Accounting, BS in Accounting
Ryan Barraclough, CPA Ryan Barraclough, CPA's CliftonLarsonAllen Experience July 2013 - Present
Job CPA at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2013 - Present
Berg Partners LLC October 2011 - July 2013
Prudential Financial 2009 - 2011
Skills
Tax Preparation, CPA, Income Tax, Tax, Corporate Tax, Partnership Taxation, Tax Returns, S Corporations, Accounting, Tax Accounting, Tax Research, QuickBooks, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, Sales Tax
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Accounting
CliftonLarsonAllen July 2013 - Present
Berg Partners LLC October 2011 - July 2013
Prudential Financial 2009 - 2011
Skills
Tax Preparation, CPA, Income Tax, Tax, Corporate Tax, Partnership Taxation, Tax Returns, S Corporations, Accounting, Tax Accounting, Tax Research, QuickBooks, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, Sales Tax
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Accounting
Ann Marie (Schmitz) Williams, CPA/PFS, JD, TEP Ann Marie (Schmitz) Williams, CPA/PFS, JD, TEP's CliftonLarsonAllen Experience January 2005 - November 2010
Job Partner Private Wealth Services Leader of the MidSouth at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP May 2015 - Present
BDO USA, LLP June 2013 - April 2015
Abbot Downing January 2012 - January 2013
Wells Fargo November 2010 - January 2012
CliftonLarsonAllen January 2005 - November 2010
KPMG LLP December 1997 - January 2005
Pesta Finnie & Associates June 1997 - December 1997
Abood, Abood & Rheaume, P.C. May 1995 - January 1997
Skills
Tax, Retirement Planning, Management, Practice Development, Non-profits, Partnership Taxation, Trust Taxation, Gift Tax, Estate Administration, Estate Tax Planning, Business Succession..., High Net Worth..., Personal Income Tax..., Investment Management, Personal Trust..., College Teaching, Estate Planning, Succession Planning, CPA, Income Tax, Financial Planners, Trusts, Strategic Financial..., Tax Advisory, Wealth Management, Mergers, Wealth
Education
Walsh College of Accountancy and Business Administration 1995 — 1997
MS, Professional Accountancy
Thomas M. Cooley Law School 1992 — 1995
Juris Doctor, Law
Michigan State University 1986 — 1990
BA, Accounting
East Grand Rapids High 1982 — 1986
Grant Thornton LLP May 2015 - Present
BDO USA, LLP June 2013 - April 2015
Abbot Downing January 2012 - January 2013
Wells Fargo November 2010 - January 2012
CliftonLarsonAllen January 2005 - November 2010
KPMG LLP December 1997 - January 2005
Pesta Finnie & Associates June 1997 - December 1997
Abood, Abood & Rheaume, P.C. May 1995 - January 1997
Skills
Tax, Retirement Planning, Management, Practice Development, Non-profits, Partnership Taxation, Trust Taxation, Gift Tax, Estate Administration, Estate Tax Planning, Business Succession..., High Net Worth..., Personal Income Tax..., Investment Management, Personal Trust..., College Teaching, Estate Planning, Succession Planning, CPA, Income Tax, Financial Planners, Trusts, Strategic Financial..., Tax Advisory, Wealth Management, Mergers, Wealth
Education
Walsh College of Accountancy and Business Administration 1995 — 1997
MS, Professional Accountancy
Thomas M. Cooley Law School 1992 — 1995
Juris Doctor, Law
Michigan State University 1986 — 1990
BA, Accounting
East Grand Rapids High 1982 — 1986
Jennifer Henrichs's CliftonLarsonAllen Experience February 2012 - April 2014
Job Senior Accountant at Leisure Care
Industry Accounting
Experience
Leisure Care April 2014 - Present
CliftonLarsonAllen February 2012 - April 2014
Skills
Financial Reporting, GAAP, Accounting, CPA, Auditing, Internal Controls, Financial Statements, General Ledger, External Audit, QuickBooks
Education
Loyola University of Chicago 2006 — 2009
Master of Science (M.S.), Accounting
New York University 2001 — 2004
Bachelor's degree, Economics
Leisure Care April 2014 - Present
CliftonLarsonAllen February 2012 - April 2014
Skills
Financial Reporting, GAAP, Accounting, CPA, Auditing, Internal Controls, Financial Statements, General Ledger, External Audit, QuickBooks
Education
Loyola University of Chicago 2006 — 2009
Master of Science (M.S.), Accounting
New York University 2001 — 2004
Bachelor's degree, Economics
Tyler McGrath's CliftonLarsonAllen Experience January 2014 - Present
Job CPA
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
SchoolReach Instant Parent Contact November 2008 - January 2014
Forest Pharmaceuticals, Inc July 2008 - September 2008
Executive Financial Group, LLC June 2007 - June 2008
ATK Safety Supply, Inc May 2001 - May 2007
Skills
Customer Service, Account Management, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Vlookup, Peachtree, Account Reconciliation, General Ledger, Accounts Receivable, Time Management
Education
Maryville University of Saint Louis 2005 — 2007
Bachelor of Science (BS), Accounting, 3.51
CliftonLarsonAllen January 2014 - Present
SchoolReach Instant Parent Contact November 2008 - January 2014
Forest Pharmaceuticals, Inc July 2008 - September 2008
Executive Financial Group, LLC June 2007 - June 2008
ATK Safety Supply, Inc May 2001 - May 2007
Skills
Customer Service, Account Management, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Vlookup, Peachtree, Account Reconciliation, General Ledger, Accounts Receivable, Time Management
Education
Maryville University of Saint Louis 2005 — 2007
Bachelor of Science (BS), Accounting, 3.51
Paula Gillespie Paula Gillespie's CliftonLarsonAllen Experience December 2011 - March 2013
Job Engineer Support at Butler America
Industry Staffing and Recruiting
Experience
Butler America December 2013 - Present
CliftonLarsonAllen December 2011 - March 2013
Skills
Contract Recruitment, Executive Search, Interviews, Manufacturing, Resume Writing, Sourcing, Talent Acquisition, Technical Recruiting, Vendor Management, Screening Resumes, Screening, Recruiting, Recruitment Advertising, Permanent Placement, Temporary Placement
Education
Midstate College 2010 — 2011
Associate's degree, Medical Transcription/Transcriptionist
Butler America December 2013 - Present
CliftonLarsonAllen December 2011 - March 2013
Skills
Contract Recruitment, Executive Search, Interviews, Manufacturing, Resume Writing, Sourcing, Talent Acquisition, Technical Recruiting, Vendor Management, Screening Resumes, Screening, Recruiting, Recruitment Advertising, Permanent Placement, Temporary Placement
Education
Midstate College 2010 — 2011
Associate's degree, Medical Transcription/Transcriptionist
Enrico Greco Enrico Greco's CliftonLarsonAllen Experience January 2015 - Present
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Mount Prospect Park District June 2007 - Present
Panera Bread August 2012 - August 2013
Mt. Prospect Police Department January 2012 - May 2012
Skills
Languages, Accounting, Business, Income Tax, Tax, Financial Accounting, Bookkeeping, Peachtree
Education
Loyola University Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
John Felice Rome Center 2011 — 2011
Prospect High School 2005 — 2009
CliftonLarsonAllen January 2015 - Present
Mount Prospect Park District June 2007 - Present
Panera Bread August 2012 - August 2013
Mt. Prospect Police Department January 2012 - May 2012
Skills
Languages, Accounting, Business, Income Tax, Tax, Financial Accounting, Bookkeeping, Peachtree
Education
Loyola University Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
John Felice Rome Center 2011 — 2011
Prospect High School 2005 — 2009
Jennifer Bolin Jennifer Bolin's CliftonLarsonAllen Experience January 2015 - Present
Job Graduate Student at University of Central Florida College of Business Administration
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Chili's October 2005 - January 2015
Skills
Microsoft Word, Time Management, PowerPoint, Data Entry, Teamwork, Microsoft Excel, Public Speaking, Financial Accounting, Outlook, Leadership, Auditing
Education
University of Central Florida - College of Business Administration 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Miami Dade College 2012 — 2013
Associate of Arts (AA), Business Administration
CliftonLarsonAllen January 2015 - Present
Chili's October 2005 - January 2015
Skills
Microsoft Word, Time Management, PowerPoint, Data Entry, Teamwork, Microsoft Excel, Public Speaking, Financial Accounting, Outlook, Leadership, Auditing
Education
University of Central Florida - College of Business Administration 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Miami Dade College 2012 — 2013
Associate of Arts (AA), Business Administration
James Jorgensen James Jorgensen's CliftonLarsonAllen Experience January 2014 - April 2014
Job Associate Staff Accountant at Cybex International
Industry Supermarkets
Experience
Cybex International March 2015 - Present
Cash Wise Foods July 2008 - March 2015
CliftonLarsonAllen January 2014 - April 2014
Wenger Corporation June 2009 - August 2012
Schultz Organic Farm December 2007 - December 2008
Skills
Accounting, Statistics, Website Development, Mathematics, JavaScript, Goal Oriented, CSS, HTML, Web Design, Access, Microsoft Office, Microsoft Word, Microsoft Excel, PHP, PowerPoint
Education
Maranatha Baptist University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting Management
Riverland Community College 2013 — 2013
Non-Degree Seeking
Owatonna Christian School 1996 — 2009
High School Diploma
Cybex International March 2015 - Present
Cash Wise Foods July 2008 - March 2015
CliftonLarsonAllen January 2014 - April 2014
Wenger Corporation June 2009 - August 2012
Schultz Organic Farm December 2007 - December 2008
Skills
Accounting, Statistics, Website Development, Mathematics, JavaScript, Goal Oriented, CSS, HTML, Web Design, Access, Microsoft Office, Microsoft Word, Microsoft Excel, PHP, PowerPoint
Education
Maranatha Baptist University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting Management
Riverland Community College 2013 — 2013
Non-Degree Seeking
Owatonna Christian School 1996 — 2009
High School Diploma
Henry Kracht Henry Kracht's CliftonLarsonAllen Experience January 2014 - April 2014
Job Owner of HK Decorating, LLC and accounting student at UW Oshkosh
Industry Accounting
Experience
HK Decorating, LLC June 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
Schenck SC January 2013 - April 2013
WREX Products December 2010 - May 2011
J.L. Haley June 2009 - November 2010
HK Decorating July 1990 - February 2005
Skills
Close Attention to..., Personality, Highly Dedicated, Time Management, Accounting, Microsoft Excel, Customer Service, Microsoft Word, Data Entry, QuickBooks, Microsoft Office, Bookkeeping, Teamwork, Payroll, Tax Accounting, Tax Returns, Tax Preparation, Financial Reporting, ProSystem fx Tax, Tax, Tax Research, General Ledger, Training
Education
University of Wisconsin-Oshkosh 1988 — 2014
Bachelor's Degree, Accounting/Human Resources, 3.2
Lakeland College 2013 — 2013
Accounting, Accounting and Related Services, 4.00
University of Wisconsin - Fond du Lac 1986 — 1988
Bachelor of Business Administration, Accounting and Human Resources
HK Decorating, LLC June 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
Schenck SC January 2013 - April 2013
WREX Products December 2010 - May 2011
J.L. Haley June 2009 - November 2010
HK Decorating July 1990 - February 2005
Skills
Close Attention to..., Personality, Highly Dedicated, Time Management, Accounting, Microsoft Excel, Customer Service, Microsoft Word, Data Entry, QuickBooks, Microsoft Office, Bookkeeping, Teamwork, Payroll, Tax Accounting, Tax Returns, Tax Preparation, Financial Reporting, ProSystem fx Tax, Tax, Tax Research, General Ledger, Training
Education
University of Wisconsin-Oshkosh 1988 — 2014
Bachelor's Degree, Accounting/Human Resources, 3.2
Lakeland College 2013 — 2013
Accounting, Accounting and Related Services, 4.00
University of Wisconsin - Fond du Lac 1986 — 1988
Bachelor of Business Administration, Accounting and Human Resources
Dave Miilu, QKA Dave Miilu, QKA's CliftonLarsonAllen Experience October 2006 - Present
Job 401(k) Pension Administrator at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen October 2006 - Present
Skills
Retirement Planning, Qualified Retirement..., Retirement, 401k, Retirement Plan..., ERISA, Investment Advisory, Mutual Funds, Wealth Management
Education
Lawrence Technological University
BSBA, Accounting
CliftonLarsonAllen October 2006 - Present
Skills
Retirement Planning, Qualified Retirement..., Retirement, 401k, Retirement Plan..., ERISA, Investment Advisory, Mutual Funds, Wealth Management
Education
Lawrence Technological University
BSBA, Accounting
Jill Helling Jill Helling's CliftonLarsonAllen Experience November 2012 - November 2013
Job Project Management at United Fire Group
Industry Accounting
Experience
United Fire Group August 2015 - Present
United Fire Group, Inc. November 2013 - August 2015
CliftonLarsonAllen November 2012 - November 2013
CliftonLarsonAllen July 2007 - October 2012
LarsonAllen LLP September 2006 - July 2007
ESP International June 2003 - July 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Audits, Internal Controls, CPA, Foundations, Nonprofits, Audit, Nonprofit Consulting, Non-profits, Property & Casualty..., GAAP, US GAAP
Education
University of Saint Thomas - School of Business 2005 — 2006
MS, Accountancy
Luther College 2001 — 2005
BA, Accounting, Management
United Fire Group August 2015 - Present
United Fire Group, Inc. November 2013 - August 2015
CliftonLarsonAllen November 2012 - November 2013
CliftonLarsonAllen July 2007 - October 2012
LarsonAllen LLP September 2006 - July 2007
ESP International June 2003 - July 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Audits, Internal Controls, CPA, Foundations, Nonprofits, Audit, Nonprofit Consulting, Non-profits, Property & Casualty..., GAAP, US GAAP
Education
University of Saint Thomas - School of Business 2005 — 2006
MS, Accountancy
Luther College 2001 — 2005
BA, Accounting, Management
Sue Bunevich Sue Bunevich's CliftonLarsonAllen Experience February 2011 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2011 - Present
Moore Stephens Lovelace 1993 - February 2011
Resolution Trutst Corporation 1990 - 1993
Skills
Certified Fraud Examiner, CPA, Retirement Homes, Financial Reporting, GAAP, Financial Accounting, Internal Controls, Financial Statements, General Ledger, Non-profits, S Corporations
Education
West Virginia State University 1976 — 1977
BS, Accounting
Marshall University 1974 — 1976
BS, Accounting
CliftonLarsonAllen February 2011 - Present
Moore Stephens Lovelace 1993 - February 2011
Resolution Trutst Corporation 1990 - 1993
Skills
Certified Fraud Examiner, CPA, Retirement Homes, Financial Reporting, GAAP, Financial Accounting, Internal Controls, Financial Statements, General Ledger, Non-profits, S Corporations
Education
West Virginia State University 1976 — 1977
BS, Accounting
Marshall University 1974 — 1976
BS, Accounting
Jeremy Fromm Jeremy Fromm's CliftonLarsonAllen Experience January 2002 - September 2013
Job Owner at Fromm Accounting, LLC
Industry Accounting
Experience
Fromm Accounting, LLC October 2014 - Present
Lakeland College 2004 - Present
Ronald J. Langenfeld, CPA, S.C. October 2013 - September 2014
CliftonLarsonAllen January 2002 - September 2013
Skills
Tax Planning, Tax Compliance, Accounting, IRS Problem Resolution, Business Consulting, Property Tax, Sales and Use Tax, GAAP, IRS problem resolution, Tax, LLC, Tax Preparation, Corporate Tax, Management Consulting, Financial Reporting
Education
Lakeland College 1998 — 2006
BA and MBA, Accounting/Business Administration
Fromm Accounting, LLC October 2014 - Present
Lakeland College 2004 - Present
Ronald J. Langenfeld, CPA, S.C. October 2013 - September 2014
CliftonLarsonAllen January 2002 - September 2013
Skills
Tax Planning, Tax Compliance, Accounting, IRS Problem Resolution, Business Consulting, Property Tax, Sales and Use Tax, GAAP, IRS problem resolution, Tax, LLC, Tax Preparation, Corporate Tax, Management Consulting, Financial Reporting
Education
Lakeland College 1998 — 2006
BA and MBA, Accounting/Business Administration
James D. Fielder, Jr. PhD James D. Fielder, Jr. PhD's CliftonLarsonAllen Experience September 2008 - June 2012
Job Secretary of Appointments at State of Maryland
Industry Accounting
Experience
State of Maryland January 2015 - Present
Town of Bel Air, Maryland January 2014 - January 2015
Woofound, Inc. July 2012 - December 2013
CliftonLarsonAllen September 2008 - June 2012
SMART Business Advisory and Consulting February 2007 - August 2008
State of Maryland January 2003 - January 2007
Office of Governor Robert L. Ehrlich, Jr. 2003 - 2007
Capstone Development Company January 2000 - January 2003
Towson University 1999 - 2000
Maryland Department of Business and Economic Development 1995 - 1999
Skills
Strategic Planning, Business Development, Non-profits, Management Consulting, New Business Development, Mergers, Budgets, Business Strategy, Program Management, Strategy, Entrepreneurship, Google Docs, Nonprofits, Mergers & Acquisitions, Investments, CRM, Leadership, Start-ups, Strategic Partnerships, Sales, Government, Public Speaking, Executive Management, Marketing, Economic Development, Leadership Development, Market Research, Human Resources, Management, Policy, Analysis, Proposal Writing, Training, Finance, Team Building, Business Planning, Contract Negotiation, Organizational..., Consulting, Employee Benefits, Small Business, Project Management, Networking, Risk Management, Time Management, Fundraising, Social Media, Marketing Communications, Event Management, Marketing Strategy
Education
Michigan State University 1975 — 1983
PhD, Higher Education Administration/Business
University of Maryland College Park
State of Maryland January 2015 - Present
Town of Bel Air, Maryland January 2014 - January 2015
Woofound, Inc. July 2012 - December 2013
CliftonLarsonAllen September 2008 - June 2012
SMART Business Advisory and Consulting February 2007 - August 2008
State of Maryland January 2003 - January 2007
Office of Governor Robert L. Ehrlich, Jr. 2003 - 2007
Capstone Development Company January 2000 - January 2003
Towson University 1999 - 2000
Maryland Department of Business and Economic Development 1995 - 1999
Skills
Strategic Planning, Business Development, Non-profits, Management Consulting, New Business Development, Mergers, Budgets, Business Strategy, Program Management, Strategy, Entrepreneurship, Google Docs, Nonprofits, Mergers & Acquisitions, Investments, CRM, Leadership, Start-ups, Strategic Partnerships, Sales, Government, Public Speaking, Executive Management, Marketing, Economic Development, Leadership Development, Market Research, Human Resources, Management, Policy, Analysis, Proposal Writing, Training, Finance, Team Building, Business Planning, Contract Negotiation, Organizational..., Consulting, Employee Benefits, Small Business, Project Management, Networking, Risk Management, Time Management, Fundraising, Social Media, Marketing Communications, Event Management, Marketing Strategy
Education
Michigan State University 1975 — 1983
PhD, Higher Education Administration/Business
University of Maryland College Park
Michael Brewer's CliftonLarsonAllen Experience August 2009 - March 2012
Job Consultant and Accountant at RSF, a Dynamic Business Consulting and Accounting Firm
Industry Accounting
Experience
RS&F, Chartered February 2015 - Present
ClearView Consulting, LLC March 2012 - February 2015
BD & Co, LLC March 2012 - February 2015
CliftonLarsonAllen August 2009 - March 2012
US Foodservice Inc. June 2005 - August 2009
Ellin & Tucker, Chartered August 1999 - June 2005
Simonton, Kutac & Barnidge, LLP August 1995 - August 1999
Grant Thorton, LLP July 1994 - August 1995
Killingsworth & Company, PC January 1992 - July 1994
Skills
Business Strategy, Financial Analysis, Risk Management, Managerial Finance, Audit & Assurance, Mergers and Acquisitions, Tax Accounting, Mergers, Financial Reporting, Auditing, Accounting, Finance, Internal Audit, Tax, Internal Controls, Mergers & Acquisitions, CPA, Enterprise Risk..., Forecasting, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, Assurance, Budgets, US GAAP, Financial Accounting, Management, Financial Statements, External Audit, Corporate Tax
Education
Louisiana State University 1987 — 1991
BS Business Admin, Accounting
Southeastern Louisiana University 1986 — 1987
Accounting
RS&F, Chartered February 2015 - Present
ClearView Consulting, LLC March 2012 - February 2015
BD & Co, LLC March 2012 - February 2015
CliftonLarsonAllen August 2009 - March 2012
US Foodservice Inc. June 2005 - August 2009
Ellin & Tucker, Chartered August 1999 - June 2005
Simonton, Kutac & Barnidge, LLP August 1995 - August 1999
Grant Thorton, LLP July 1994 - August 1995
Killingsworth & Company, PC January 1992 - July 1994
Skills
Business Strategy, Financial Analysis, Risk Management, Managerial Finance, Audit & Assurance, Mergers and Acquisitions, Tax Accounting, Mergers, Financial Reporting, Auditing, Accounting, Finance, Internal Audit, Tax, Internal Controls, Mergers & Acquisitions, CPA, Enterprise Risk..., Forecasting, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, Assurance, Budgets, US GAAP, Financial Accounting, Management, Financial Statements, External Audit, Corporate Tax
Education
Louisiana State University 1987 — 1991
BS Business Admin, Accounting
Southeastern Louisiana University 1986 — 1987
Accounting
Anne Vitale Anne Vitale's CliftonLarsonAllen Experience July 2009 - July 2013
Job Director of Support Services
Industry Information Technology and Services
Experience
Applied Tech March 2014 - Present
CliftonLarsonAllen July 2009 - July 2013
AVID Ratings Co. February 2006 - December 2008
Telephone & Data Systems October 2002 - February 2006
Telephone & Data Systems August 1998 - October 2002
Telephone & Data Systems February 1997 - August 1998
Soft Switching Technologies October 1995 - February 1997
American Paging - (Telephone & Data Systems) May 1986 - July 1995
Skills
Vendor Management, Active Directory, Business Analysis, Process Improvement, Call Centers, Training, SAP, CRM, SharePoint, Management, Outsourcing, Team Leadership, Business Intelligence
Education
Madison Area Technical College
Applied Tech March 2014 - Present
CliftonLarsonAllen July 2009 - July 2013
AVID Ratings Co. February 2006 - December 2008
Telephone & Data Systems October 2002 - February 2006
Telephone & Data Systems August 1998 - October 2002
Telephone & Data Systems February 1997 - August 1998
Soft Switching Technologies October 1995 - February 1997
American Paging - (Telephone & Data Systems) May 1986 - July 1995
Skills
Vendor Management, Active Directory, Business Analysis, Process Improvement, Call Centers, Training, SAP, CRM, SharePoint, Management, Outsourcing, Team Leadership, Business Intelligence
Education
Madison Area Technical College
David Sekerak, CPA David Sekerak, CPA's CliftonLarsonAllen Experience November 2013 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2012 - October 2013
LarsonAllen LLP January 2006 - December 2011
Ostroff & Fair Co. October 2003 - December 2005
Walthall, Drake & Wallace LLP CPAs January 1997 - September 2003
Skills
Non-profits, Charter Schools, Hospitality, Tax, Auditing, Real Estate, Assurance, Accounting
Education
Kent State University 1991 — 1996
Bachelor's, Accounting
Newton Falls High School 1988 — 1991
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2012 - October 2013
LarsonAllen LLP January 2006 - December 2011
Ostroff & Fair Co. October 2003 - December 2005
Walthall, Drake & Wallace LLP CPAs January 1997 - September 2003
Skills
Non-profits, Charter Schools, Hospitality, Tax, Auditing, Real Estate, Assurance, Accounting
Education
Kent State University 1991 — 1996
Bachelor's, Accounting
Newton Falls High School 1988 — 1991
Carri Frye Carri Frye's CliftonLarsonAllen Experience January 2012 - April 2012
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US August 2013 - June 2015
Ingersoll Rand October 2012 - July 2013
KPMG US June 2012 - September 2012
CliftonLarsonAllen January 2012 - April 2012
Matson Driscoll & Damico December 2010 - January 2012
March of Dimes January 2011 - August 2011
Skills
Accounting, Leadership, Microsoft Office, Assurance, Microsoft Excel, PowerPoint, Microsoft Word, Auditing
Education
University of Missouri-Saint Louis 2010 — 2012
Master of Accounting
Knox College 2005 — 2009
Bachelor of Arts, Psychology
KPMG US July 2015 - Present
KPMG US August 2013 - June 2015
Ingersoll Rand October 2012 - July 2013
KPMG US June 2012 - September 2012
CliftonLarsonAllen January 2012 - April 2012
Matson Driscoll & Damico December 2010 - January 2012
March of Dimes January 2011 - August 2011
Skills
Accounting, Leadership, Microsoft Office, Assurance, Microsoft Excel, PowerPoint, Microsoft Word, Auditing
Education
University of Missouri-Saint Louis 2010 — 2012
Master of Accounting
Knox College 2005 — 2009
Bachelor of Arts, Psychology
Breann Aragon's CliftonLarsonAllen Experience March 2008 - October 2012
Job CPA
Industry Accounting
Experience
CliftonLarsonAllen March 2008 - October 2012
Cobiz Financial October 2005 - March 2008
Skills
Consulting, CPA, Finance, Internal Audit, Accounting, Auditing, Management, Internal Controls, Budgets, Assurance, Customer Service, Financial Analysis, GAAP
Education
Metropolitan State University of Denver 2003 — 2005
BS, Finance
Trinidad State Junior College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CliftonLarsonAllen March 2008 - October 2012
Cobiz Financial October 2005 - March 2008
Skills
Consulting, CPA, Finance, Internal Audit, Accounting, Auditing, Management, Internal Controls, Budgets, Assurance, Customer Service, Financial Analysis, GAAP
Education
Metropolitan State University of Denver 2003 — 2005
BS, Finance
Trinidad State Junior College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Curt Hansen Curt Hansen's CliftonLarsonAllen Experience February 2014 - Present
Job Senior IT Business Analyst at Clifton Larson Allen
Industry Financial Services
Experience
CliftonLarsonAllen February 2014 - Present
Target December 2012 - January 2014
Target November 2009 - December 2012
Target April 2001 - October 2009
Target April 2000 - April 2001
Skills
Contract Negotiations, Operational Audits, Data Analysis, Process Flow..., Auditing, System Testing, Business Process..., System Implementations, Budgets, Process Improvement, Contract Negotiation, Training, Business Analysis, Business Process, SAP, Forecasting, Cross-functional Team..., Project Management, Management, Team Leadership, Strategic Planning, Microsoft Excel
Education
Luther College 1986 — 1990
Bachelor of Arts, Accounting
CliftonLarsonAllen February 2014 - Present
Target December 2012 - January 2014
Target November 2009 - December 2012
Target April 2001 - October 2009
Target April 2000 - April 2001
Skills
Contract Negotiations, Operational Audits, Data Analysis, Process Flow..., Auditing, System Testing, Business Process..., System Implementations, Budgets, Process Improvement, Contract Negotiation, Training, Business Analysis, Business Process, SAP, Forecasting, Cross-functional Team..., Project Management, Management, Team Leadership, Strategic Planning, Microsoft Excel
Education
Luther College 1986 — 1990
Bachelor of Arts, Accounting
Michelle Joosten Michelle Joosten's CliftonLarsonAllen Experience 2013 - Present
Job Senior Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2013 - Present
4X Corporation/Maddam Aerials Corp July 2005 - Present
Milk Source, LLC/ Property Source, LLC December 2011 - October 2012
Sovereign City Radio Services, LLC July 2010 - June 2011
Nacel Open Door, Inc June 2009 - June 2011
EDCO Food Products, Inc July 2005 - June 2010
Nielson Communications, Inc January 2003 - July 2005
4X Corporation July 1994 - December 2002
August Max WomanSupervisor August 1993 - June 1994
H&R January 1993 - April 1993
Skills
QuickBooks, Accounts Receivable, Fixed Assets, Financial Statements, Payroll, Microsoft Office, File Management, Sales, Finance, Inventory Management, Microsoft Excel, Customer Service, Purchasing, Human Resources, Retail, Shipping, Accounts Payable
Education
Laurel Stone School of Real Estate 2012 — 2012
Real Estate Sales/Broker License, Real Estate
Lakeland College 2002 — 2005
Bachelor's Degree, Accounting and Business Administration
Fox Valley Technical College 2000 — 2002
Associate Degree, Accounting
H & R Block 1992 — 1993
University of Wisconsin - Fox Valley 1981 — 1983
Accounting
CliftonLarsonAllen 2013 - Present
4X Corporation/Maddam Aerials Corp July 2005 - Present
Milk Source, LLC/ Property Source, LLC December 2011 - October 2012
Sovereign City Radio Services, LLC July 2010 - June 2011
Nacel Open Door, Inc June 2009 - June 2011
EDCO Food Products, Inc July 2005 - June 2010
Nielson Communications, Inc January 2003 - July 2005
4X Corporation July 1994 - December 2002
August Max WomanSupervisor August 1993 - June 1994
H&R January 1993 - April 1993
Skills
QuickBooks, Accounts Receivable, Fixed Assets, Financial Statements, Payroll, Microsoft Office, File Management, Sales, Finance, Inventory Management, Microsoft Excel, Customer Service, Purchasing, Human Resources, Retail, Shipping, Accounts Payable
Education
Laurel Stone School of Real Estate 2012 — 2012
Real Estate Sales/Broker License, Real Estate
Lakeland College 2002 — 2005
Bachelor's Degree, Accounting and Business Administration
Fox Valley Technical College 2000 — 2002
Associate Degree, Accounting
H & R Block 1992 — 1993
University of Wisconsin - Fox Valley 1981 — 1983
Accounting
Steve Schneider, CPA Steve Schneider, CPA's CliftonLarsonAllen Experience June 1998 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen June 1998 - Present
Education
Maryville University of Saint Louis 2001 — 2006
MBA
Truman State University 1993 — 1998
BS, Accounting
CliftonLarsonAllen June 1998 - Present
Education
Maryville University of Saint Louis 2001 — 2006
MBA
Truman State University 1993 — 1998
BS, Accounting
William Clayton, CPA William Clayton, CPA's CliftonLarsonAllen Experience June 2010 - November 2012
Job Manager, Internal Audit at Exelon
Industry Oil & Energy
Experience
Exelon August 2014 - Present
Exelon November 2012 - August 2014
CliftonLarsonAllen June 2010 - November 2012
Clifton Gunderson LLP June 2009 - May 2010
Skills
Accounting, Auditing, Financial Analysis, Internal Audit, Management, Business Process..., GAAP, CPA
Education
Loyola College in Maryland 2009 — 2011
MBA, Accounting
Auckland University
Business, Study Abroad
Loyola College in Maryland
BBA, Marketing
Exelon August 2014 - Present
Exelon November 2012 - August 2014
CliftonLarsonAllen June 2010 - November 2012
Clifton Gunderson LLP June 2009 - May 2010
Skills
Accounting, Auditing, Financial Analysis, Internal Audit, Management, Business Process..., GAAP, CPA
Education
Loyola College in Maryland 2009 — 2011
MBA, Accounting
Auckland University
Business, Study Abroad
Loyola College in Maryland
BBA, Marketing
Eric Tischer, CPA, MBA Eric Tischer, CPA, MBA's CliftonLarsonAllen Experience January 2014 - Present
Job Consultant Controller/CFO Services at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Bostik Inc January 2013 - September 2013
Bostik January 2009 - December 2012
Bostik June 2007 - December 2009
UW-Whitewater Tutorial Center January 2007 - May 2007
Walt Disney World January 2002 - January 2003
Skills
Forecasting, Financial Analysis, Accounting, Budgets, Strategic Planning, Finance, Management, Financial Reporting, Microsoft Office, Business Analysis, Cognos, Excel, PowerPoint, Team Building, Financial Modeling, Analysis, Strategic Financial..., Variance Analysis, Strategy, Cost Accounting, Account Reconciliation, Hyperion Enterprise, Corporate Finance, Pricing, Financial Accounting, Managerial Finance, Process Improvement, General Ledger, Internal Controls, Manufacturing, Financial Audits, Accounts Receivable, Cash Flow, US GAAP, Business Planning, Internal Audit, CPA, Financial Statements, Tax, Financial Forecasting, Fixed Assets, Cash Flow Forecasting, Data Analysis, Corporate Tax, Auditing, Financial Planning, Hyperion, Microsoft Excel, Leadership
Education
Marquette University 2012 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Whitewater 2001 — 2007
Bachelor of Business Administration, Accounting; Education
Waukesha South
CliftonLarsonAllen January 2014 - Present
Bostik Inc January 2013 - September 2013
Bostik January 2009 - December 2012
Bostik June 2007 - December 2009
UW-Whitewater Tutorial Center January 2007 - May 2007
Walt Disney World January 2002 - January 2003
Skills
Forecasting, Financial Analysis, Accounting, Budgets, Strategic Planning, Finance, Management, Financial Reporting, Microsoft Office, Business Analysis, Cognos, Excel, PowerPoint, Team Building, Financial Modeling, Analysis, Strategic Financial..., Variance Analysis, Strategy, Cost Accounting, Account Reconciliation, Hyperion Enterprise, Corporate Finance, Pricing, Financial Accounting, Managerial Finance, Process Improvement, General Ledger, Internal Controls, Manufacturing, Financial Audits, Accounts Receivable, Cash Flow, US GAAP, Business Planning, Internal Audit, CPA, Financial Statements, Tax, Financial Forecasting, Fixed Assets, Cash Flow Forecasting, Data Analysis, Corporate Tax, Auditing, Financial Planning, Hyperion, Microsoft Excel, Leadership
Education
Marquette University 2012 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Whitewater 2001 — 2007
Bachelor of Business Administration, Accounting; Education
Waukesha South
Jenea Roznovsky Jenea Roznovsky's CliftonLarsonAllen Experience August 2011 - March 2012
Job Senior Mortgage Analyst at U.S. Bank
Industry Accounting
Experience
U.S. Bank October 2012 - Present
CliftonLarsonAllen August 2011 - March 2012
US Bank January 2007 - August 2011
Nash Finch September 2005 - January 2007
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls
Education
Metropolitan State University 2002 — 2005
Bachelor of Science, Accounting
Minneapolis Community and Technical College
Associates Degree, Liberal Arts
U.S. Bank October 2012 - Present
CliftonLarsonAllen August 2011 - March 2012
US Bank January 2007 - August 2011
Nash Finch September 2005 - January 2007
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls
Education
Metropolitan State University 2002 — 2005
Bachelor of Science, Accounting
Minneapolis Community and Technical College
Associates Degree, Liberal Arts
Scott Hess's CliftonLarsonAllen Experience June 2010 - Present
Job Principal, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen June 2010 - Present
Racine Founders' Rotary July 2015 - Present
Family Service of Racine April 2015 - Present
Clifton Gunderson LLP October 2006 - May 2010
McMahon-Veltus, S.C. January 2000 - September 2006
Skills
Forecasting, Tax Advisory, Financial Planners, Tax, Financial Statements, Accounting, Corporate Tax, Management Consulting, Budgets, Income Tax, Accounting Applications, Financial Statement..., Cash Flow Forecasting, Cost Accounting, Tax-planning, Strategic Financial..., Benchmarking, Compensation Issues, Controllership Functions, Corporate Budgeting, Part-Time CFO Services, Succession Planning, Value Added Analysis, Mergers & Acquisitions, Financial Modeling, Middle Market, CPA, MBA, Financial Planning, Finance, Management, Leadership, Strategic Planning, Financial Analysis
Education
Marquette University 2012 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Oshkosh 1992 — 1996
BBA, Accounting and Finance
CliftonLarsonAllen June 2010 - Present
Racine Founders' Rotary July 2015 - Present
Family Service of Racine April 2015 - Present
Clifton Gunderson LLP October 2006 - May 2010
McMahon-Veltus, S.C. January 2000 - September 2006
Skills
Forecasting, Tax Advisory, Financial Planners, Tax, Financial Statements, Accounting, Corporate Tax, Management Consulting, Budgets, Income Tax, Accounting Applications, Financial Statement..., Cash Flow Forecasting, Cost Accounting, Tax-planning, Strategic Financial..., Benchmarking, Compensation Issues, Controllership Functions, Corporate Budgeting, Part-Time CFO Services, Succession Planning, Value Added Analysis, Mergers & Acquisitions, Financial Modeling, Middle Market, CPA, MBA, Financial Planning, Finance, Management, Leadership, Strategic Planning, Financial Analysis
Education
Marquette University 2012 — 2013
Master of Business Administration (MBA)
University of Wisconsin-Oshkosh 1992 — 1996
BBA, Accounting and Finance
Gerald Redlinger's CliftonLarsonAllen Experience January 2015 - April 2015
Job Partner with Launch Services, LLC
Industry Accounting
Experience
Launch Services October 2013 - Present
CliftonLarsonAllen January 2015 - April 2015
Transamerica Life Insurance Company May 2014 - August 2014
Bring Me Hope Foundation January 2014 - May 2014
Hy-Vee May 2007 - August 2013
Skills
Start-ups, Tax, Accounting, Financial Analysis, Small Business, Business Planning, Consulting, Bookkeeping, Time Management, Budgets, Cash Flow, Public Speaking, Customer Service
Education
University of Iowa 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Kirkwood Community College 2007 — 2009
Associate of Arts (A.A.), General Studies
Launch Services October 2013 - Present
CliftonLarsonAllen January 2015 - April 2015
Transamerica Life Insurance Company May 2014 - August 2014
Bring Me Hope Foundation January 2014 - May 2014
Hy-Vee May 2007 - August 2013
Skills
Start-ups, Tax, Accounting, Financial Analysis, Small Business, Business Planning, Consulting, Bookkeeping, Time Management, Budgets, Cash Flow, Public Speaking, Customer Service
Education
University of Iowa 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Kirkwood Community College 2007 — 2009
Associate of Arts (A.A.), General Studies
Stephanie Milbradt Stephanie Milbradt's CliftonLarsonAllen Experience November 2007 - August 2015
Job Client Service Assistant at Global Tax Network
Industry Accounting
Experience
Global Tax Network August 2015 - Present
CliftonLarsonAllen November 2007 - August 2015
Houston Engineering, Inc. October 2003 - November 2007
Skills
Microsoft Word, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Troubleshooting, Auditing, QuickBooks, Budgets, Accounting, Management, Accounts Receivable, Event Planning, Marketing
Education
Metropolitan State University
BA, Criminal Justice
Global Tax Network August 2015 - Present
CliftonLarsonAllen November 2007 - August 2015
Houston Engineering, Inc. October 2003 - November 2007
Skills
Microsoft Word, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Troubleshooting, Auditing, QuickBooks, Budgets, Accounting, Management, Accounts Receivable, Event Planning, Marketing
Education
Metropolitan State University
BA, Criminal Justice
Debbie Ewald's CliftonLarsonAllen Experience November 2010 - March 2015
Job Service Department Assistant at SolarFit
Industry Accounting
Experience
Solar-Fit March 2015 - Present
Clifton Gunderson LLP November 2010 - March 2015
CliftonLarsonAllen November 2010 - March 2015
Solar-Fit November 2007 - February 2010
Skills
Bookkeeping, Accounting, Accounts Payable, Account Reconciliation, QuickBooks, Journal Entries, Accounts Receivable, Payroll, Invoicing, ADP Payroll, GAAP, General Ledger, Financial Statements
Education
Northeast Business School 1969 — 1970
degree, Computer Programing Data Processing
Lincoln College 1968 — 1969
no degree, Business Administration and Management, General
Solar-Fit March 2015 - Present
Clifton Gunderson LLP November 2010 - March 2015
CliftonLarsonAllen November 2010 - March 2015
Solar-Fit November 2007 - February 2010
Skills
Bookkeeping, Accounting, Accounts Payable, Account Reconciliation, QuickBooks, Journal Entries, Accounts Receivable, Payroll, Invoicing, ADP Payroll, GAAP, General Ledger, Financial Statements
Education
Northeast Business School 1969 — 1970
degree, Computer Programing Data Processing
Lincoln College 1968 — 1969
no degree, Business Administration and Management, General
Katie Dauphin's CliftonLarsonAllen Experience June 2014 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
DISA May 2012 - December 2013
Skills
Time Management, Microsoft Excel, Outlook, Data Analysis, Microsoft Office, Teamwork, Leadership, Organizational..., Writing, Accounting, Research, Professional...
Education
McKendree University 2010 — 2014
Bachelor of Business Administration (BBA) Accounting, Accounting
CliftonLarsonAllen June 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
DISA May 2012 - December 2013
Skills
Time Management, Microsoft Excel, Outlook, Data Analysis, Microsoft Office, Teamwork, Leadership, Organizational..., Writing, Accounting, Research, Professional...
Education
McKendree University 2010 — 2014
Bachelor of Business Administration (BBA) Accounting, Accounting
Allison Bittner Allison Bittner's CliftonLarsonAllen Experience May 2013 - November 2014
Job Engagement Director at CliftonLarsonAllen
Industry Marketing and Advertising
Experience
Altus Marketing & Business Development November 2014 - Present
CliftonLarsonAllen May 2013 - November 2014
Medical Audit Consultants October 2012 - March 2013
Bolin Marketing April 2008 - October 2012
Marx Promotion Intelligence January 2004 - April 2008
FFwd, Ltd. October 2001 - May 2003
Fidelity National Foreclosure & Bankruptcy Solutions August 2000 - October 2001
McCracken Brooks Communications February 1997 - August 2000
Skills
Financial Reporting, Accounts Payable, Budgets, Auditing, Payroll, Forecasting, Accounting, Management, Finance, Financial Analysis, Financial Statements, Invoicing, Revenue Recognition
Education
Loyola University of Chicago 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Altus Marketing & Business Development November 2014 - Present
CliftonLarsonAllen May 2013 - November 2014
Medical Audit Consultants October 2012 - March 2013
Bolin Marketing April 2008 - October 2012
Marx Promotion Intelligence January 2004 - April 2008
FFwd, Ltd. October 2001 - May 2003
Fidelity National Foreclosure & Bankruptcy Solutions August 2000 - October 2001
McCracken Brooks Communications February 1997 - August 2000
Skills
Financial Reporting, Accounts Payable, Budgets, Auditing, Payroll, Forecasting, Accounting, Management, Finance, Financial Analysis, Financial Statements, Invoicing, Revenue Recognition
Education
Loyola University of Chicago 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Caitlin Bush Caitlin Bush's CliftonLarsonAllen Experience July 2015 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen July 2015 - Present
Blue Fire Capital, LLC July 2014 - July 2015
Blue Fire Capital LLC June 2012 - July 2014
Bureau of Cultural Affairs August 2011 - May 2012
Illinois Housing Development Authority June 2010 - August 2010
MPC Products Corporation May 2006 - August 2006
Skills
HTML, Microsoft Excel, Microsoft Office, Accounting, QuickBooks, Financial Analysis, Customer Service, Proposal Writing, Research, Analysis, Access, Forecasting, SQL, VBA, Fund Accounting, Financial Statement..., Project Planning, Leadership, Data Analysis, Social Media, Risk Management, Marketing, Outlook, Time Management, Advertising, Microsoft Word, Market Research, Adobe Acrobat, PowerPoint
Education
Western Illinois University 2011 — 2012
Master of Science (M.S.), Accounting, 3.5/4.0
Loyola University of Chicago 2007 — 2010
Bachelor, Business Administration; Accounting
University of Illinois at Urbana-Champaign 2005 — 2007
Mechanical Engineering
CliftonLarsonAllen July 2015 - Present
Blue Fire Capital, LLC July 2014 - July 2015
Blue Fire Capital LLC June 2012 - July 2014
Bureau of Cultural Affairs August 2011 - May 2012
Illinois Housing Development Authority June 2010 - August 2010
MPC Products Corporation May 2006 - August 2006
Skills
HTML, Microsoft Excel, Microsoft Office, Accounting, QuickBooks, Financial Analysis, Customer Service, Proposal Writing, Research, Analysis, Access, Forecasting, SQL, VBA, Fund Accounting, Financial Statement..., Project Planning, Leadership, Data Analysis, Social Media, Risk Management, Marketing, Outlook, Time Management, Advertising, Microsoft Word, Market Research, Adobe Acrobat, PowerPoint
Education
Western Illinois University 2011 — 2012
Master of Science (M.S.), Accounting, 3.5/4.0
Loyola University of Chicago 2007 — 2010
Bachelor, Business Administration; Accounting
University of Illinois at Urbana-Champaign 2005 — 2007
Mechanical Engineering
Peg Sprengeler Peg Sprengeler's CliftonLarsonAllen Experience January 2012 - Present
Job Executive Administrative Assistant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP June 2008 - December 2011
Alliant Energy March 1998 - May 2008
Amana Refrigeration, Inc. 1988 - March 1998
Skills
Microsoft Office, Microsoft Office 2007, STAR, Event Management, Event Planning, Travel Management, Business Writing, Project Management, Prioritization, Scheduling, Community Outreach, Human Resources, Analysis, Administrative..., Organization &..., Process Scheduler, Administrative...
Education
Kirkwood Community College 1983 — 1985
Associates of Applied Science
Benton Community High School 1980 — 1983
Diploma
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP June 2008 - December 2011
Alliant Energy March 1998 - May 2008
Amana Refrigeration, Inc. 1988 - March 1998
Skills
Microsoft Office, Microsoft Office 2007, STAR, Event Management, Event Planning, Travel Management, Business Writing, Project Management, Prioritization, Scheduling, Community Outreach, Human Resources, Analysis, Administrative..., Organization &..., Process Scheduler, Administrative...
Education
Kirkwood Community College 1983 — 1985
Associates of Applied Science
Benton Community High School 1980 — 1983
Diploma
Matthew Zinna Matthew Zinna's CliftonLarsonAllen Experience November 2012 - July 2013
Job Manager at BKD, LLP
Industry Accounting
Experience
BKD CPAs & Advisors July 2013 - Present
CliftonLarsonAllen November 2012 - July 2013
CliftonLarsonAllen October 2010 - November 2012
McMillian, Pate & Company, LLP July 2007 - October 2010
Malin, Bergquist & Company, LLP December 2004 - July 2007
Education
Mercyhurst College 2002 — 2005
Bachelor of Arts, Accounting. Management
University of Pittsburgh 2001 — 2002
BKD CPAs & Advisors July 2013 - Present
CliftonLarsonAllen November 2012 - July 2013
CliftonLarsonAllen October 2010 - November 2012
McMillian, Pate & Company, LLP July 2007 - October 2010
Malin, Bergquist & Company, LLP December 2004 - July 2007
Education
Mercyhurst College 2002 — 2005
Bachelor of Arts, Accounting. Management
University of Pittsburgh 2001 — 2002
James Andreucci James Andreucci's CliftonLarsonAllen Experience January 2006 - Present
Job Tax Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2006 - Present
Ernst & Young 1996 - 2005
Heroes Entertainment Inc. December 1992 - December 1996
SC Johnson January 1990 - January 1992
Foley & Lardner LLP September 1989 - December 1990
Skills
Tax Accounting, Tax Research, Income Tax, Partnership Taxation, Tax Advisory, International Tax, Estate Tax Planning, Mergers & Acquisitions, High Net Worth..., Tax Law
Education
Marquette University Law School 1986 — 1989
JD, LAW
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
CliftonLarsonAllen January 2006 - Present
Ernst & Young 1996 - 2005
Heroes Entertainment Inc. December 1992 - December 1996
SC Johnson January 1990 - January 1992
Foley & Lardner LLP September 1989 - December 1990
Skills
Tax Accounting, Tax Research, Income Tax, Partnership Taxation, Tax Advisory, International Tax, Estate Tax Planning, Mergers & Acquisitions, High Net Worth..., Tax Law
Education
Marquette University Law School 1986 — 1989
JD, LAW
University of Wisconsin-Whitewater 1982 — 1986
BBA, Accounting
Jason Spessard Jason Spessard's CliftonLarsonAllen Experience August 2004 - December 2013
Job Senior Director, Finance at The Association for Research in Vision and Ophthalmology (ARVO)
Industry Accounting
Experience
The Association for Research in Vision and Ophthalmology (ARVO) January 2014 - Present
CliftonLarsonAllen August 2004 - December 2013
LarsonAllen June 2008 - September 2011
Langan Associates/LarsonAllen August 2004 - June 2008
Skills
Accounting, Tax, QuickBooks, Nonprofits, Financial Statements, Internal Controls, Financial Accounting, Great Plains Software, Financial Reporting, Tax Preparation, Budgets, US GAAP, General Ledger, Microsoft Dynamics SL, Intacct, Part-Time CFO Services, Tax Research, Outsourcing, Private Foundations, Consulting, Nonprofit Consulting, Associations, PAC, Bill.com, AnyBill, GAAP, Microsoft Dynamics GP
Education
University of Maryland University College 2007 — 2009
MBA, Business
Lebanon Valley College 2000 — 2004
BS, Accounting
Williamsport High
The Association for Research in Vision and Ophthalmology (ARVO) January 2014 - Present
CliftonLarsonAllen August 2004 - December 2013
LarsonAllen June 2008 - September 2011
Langan Associates/LarsonAllen August 2004 - June 2008
Skills
Accounting, Tax, QuickBooks, Nonprofits, Financial Statements, Internal Controls, Financial Accounting, Great Plains Software, Financial Reporting, Tax Preparation, Budgets, US GAAP, General Ledger, Microsoft Dynamics SL, Intacct, Part-Time CFO Services, Tax Research, Outsourcing, Private Foundations, Consulting, Nonprofit Consulting, Associations, PAC, Bill.com, AnyBill, GAAP, Microsoft Dynamics GP
Education
University of Maryland University College 2007 — 2009
MBA, Business
Lebanon Valley College 2000 — 2004
BS, Accounting
Williamsport High
Jamie Cassan Jamie Cassan's CliftonLarsonAllen Experience December 2012 - Present
Job Assurance Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2012 - Present
CliftonLarsonAllen June 2007 - December 2012
Homer Township Vision Center November 2001 - May 2007
Skills
CPA, GAAP, Auditing, Assurance, Financial Statements, US GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, General Ledger, External Audit, Tax Preparation, SEC filings, QuickBooks, Internal Audit, Financial Analysis, Accounts Payable, Cash Flow
Education
Lewis University 2007 — 2012
Master of Business Administration (M.B.A.)
Lewis University 2003 — 2007
Bachelor of Science, Accounting
CliftonLarsonAllen December 2012 - Present
CliftonLarsonAllen June 2007 - December 2012
Homer Township Vision Center November 2001 - May 2007
Skills
CPA, GAAP, Auditing, Assurance, Financial Statements, US GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, General Ledger, External Audit, Tax Preparation, SEC filings, QuickBooks, Internal Audit, Financial Analysis, Accounts Payable, Cash Flow
Education
Lewis University 2007 — 2012
Master of Business Administration (M.B.A.)
Lewis University 2003 — 2007
Bachelor of Science, Accounting
Shawn Harris, IACCP ®'s CliftonLarsonAllen Experience October 2000 - Present
Job Compliance Administrator
Industry Investment Management
Experience
CliftonLarsonAllen October 2000 - Present
CUNA Mutual Group May 1982 - July 2000
Skills
SEC filings, Risk Management, Internal Audit, FINRA and SEC Filings, General Insurance, Office Administration, EDGAR filings, Wealth Management, Finance
Education
Madison Area Technical College 1979 — 1980
Legal Stenographer
CliftonLarsonAllen October 2000 - Present
CUNA Mutual Group May 1982 - July 2000
Skills
SEC filings, Risk Management, Internal Audit, FINRA and SEC Filings, General Insurance, Office Administration, EDGAR filings, Wealth Management, Finance
Education
Madison Area Technical College 1979 — 1980
Legal Stenographer
Diana Cole's CliftonLarsonAllen Experience November 2012 - April 2014
Job Senior Accountant at Aimia Inc
Industry Accounting
Experience
Aimia Inc August 2014 - Present
CliftonLarsonAllen November 2012 - April 2014
Monticello Youth Wrestling Club June 2011 - March 2014
Comm-Works June 2007 - November 2012
Tax Back, Inc. dba Jackson Hewitt Tax Service January 2006 - April 2006
Kalco, LLC June 1997 - August 2002
Skills
Auditing, Tax Preparation, Team Leadership, US GAAP, Customer Satisfaction, GAAS, Microsoft Excel, Microsoft Word, Financial Reporting, Financial Accounting, Income Tax, Tax Returns, Tax Law, Assurance, Fixed Assets, Derivatives, Leadership, Communication, Microsoft Office, HRIS, Employee Relations, Forecasting, Risk Assessment, ADP Payroll, Process Improvement, Close Attention to..., Meet Deadlines, QuickBooks
Education
Metropolitan State University 2009 — 2011
BAS, Accounting, 3.7
Southwest Minnesota State University 2003 — 2009
BA, Business Management, 3.8
Aimia Inc August 2014 - Present
CliftonLarsonAllen November 2012 - April 2014
Monticello Youth Wrestling Club June 2011 - March 2014
Comm-Works June 2007 - November 2012
Tax Back, Inc. dba Jackson Hewitt Tax Service January 2006 - April 2006
Kalco, LLC June 1997 - August 2002
Skills
Auditing, Tax Preparation, Team Leadership, US GAAP, Customer Satisfaction, GAAS, Microsoft Excel, Microsoft Word, Financial Reporting, Financial Accounting, Income Tax, Tax Returns, Tax Law, Assurance, Fixed Assets, Derivatives, Leadership, Communication, Microsoft Office, HRIS, Employee Relations, Forecasting, Risk Assessment, ADP Payroll, Process Improvement, Close Attention to..., Meet Deadlines, QuickBooks
Education
Metropolitan State University 2009 — 2011
BAS, Accounting, 3.7
Southwest Minnesota State University 2003 — 2009
BA, Business Management, 3.8
Sarah Putnam, CPA Sarah Putnam, CPA's CliftonLarsonAllen Experience November 2012 - April 2014
Job Controller at Eclipse Automation
Industry Accounting
Experience
Eclipse Automation July 2015 - Present
The Furniture Connector May 2014 - July 2015
CliftonLarsonAllen November 2012 - April 2014
CliftonLarsonAllen November 2010 - November 2012
LarsonAllen June 2007 - October 2010
Skills
Financial Analysis, Internal Controls, Auditing, US GAAP, Accounting, Financial Reporting, CPA, Financial Accounting, General Ledger, GAAP, Due Diligence, Tax
Education
University of South Florida 2007 — 2009
5th Year, Accounting
Luther College 2003 — 2007
BA, Accounting & Management
Eclipse Automation July 2015 - Present
The Furniture Connector May 2014 - July 2015
CliftonLarsonAllen November 2012 - April 2014
CliftonLarsonAllen November 2010 - November 2012
LarsonAllen June 2007 - October 2010
Skills
Financial Analysis, Internal Controls, Auditing, US GAAP, Accounting, Financial Reporting, CPA, Financial Accounting, General Ledger, GAAP, Due Diligence, Tax
Education
University of South Florida 2007 — 2009
5th Year, Accounting
Luther College 2003 — 2007
BA, Accounting & Management
Stuart Graff Stuart Graff's CliftonLarsonAllen Experience January 2014 - Present
Job Senior Consultant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Corporation for National and Community Service July 1998 - September 2013
Skills
Accounting, Consulting, Strategic Planning, Microsoft Excel, Auditing, Internal Controls, Management, Project Management, Budgets, Financial Reporting, Financial Analysis, Freight Transportation
Education
Loyola University Chicago 1968 — 1969
Master of Business Administration (M.B.A.), Labor and Industrial Relations
Queens College, Flushing, New York 1963 — 1967
B.A., Chemistry
CliftonLarsonAllen January 2014 - Present
Corporation for National and Community Service July 1998 - September 2013
Skills
Accounting, Consulting, Strategic Planning, Microsoft Excel, Auditing, Internal Controls, Management, Project Management, Budgets, Financial Reporting, Financial Analysis, Freight Transportation
Education
Loyola University Chicago 1968 — 1969
Master of Business Administration (M.B.A.), Labor and Industrial Relations
Queens College, Flushing, New York 1963 — 1967
B.A., Chemistry
David Little, CPA David Little, CPA's CliftonLarsonAllen Experience 2000 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2000 - Present
Skills
Accounting, Audit, Auditing, Financial Reporting, Non-profits, Nonprofit Consulting, Tax, Tax Preparation, GAAP, QuickBooks, Managerial Finance, Internal Audit, Financial Statements, Internal Controls, CPA, Nonprofits, Financial Accounting, US GAAP, Income Tax, General Ledger
Education
University of Northern Iowa 1998 — 2000
B.A., Accounting
Kirkwood Community College 1996 — 1998
A.A., Liberal Arts
CliftonLarsonAllen 2000 - Present
Skills
Accounting, Audit, Auditing, Financial Reporting, Non-profits, Nonprofit Consulting, Tax, Tax Preparation, GAAP, QuickBooks, Managerial Finance, Internal Audit, Financial Statements, Internal Controls, CPA, Nonprofits, Financial Accounting, US GAAP, Income Tax, General Ledger
Education
University of Northern Iowa 1998 — 2000
B.A., Accounting
Kirkwood Community College 1996 — 1998
A.A., Liberal Arts
Jennifer Rohen Jennifer Rohen's CliftonLarsonAllen Experience October 2014 - Present
Job Manager Federal Tax Solutions at CliftonLarsonAllen
Industry Accounting
Experience
De Smet Jesuit High School August 2015 - Present
CliftonLarsonAllen Foundation August 2015 - Present
CliftonLarsonAllen October 2014 - Present
Academy of the Sacred Heart 2010 - 2015
Ernst & Young June 2012 - June 2014
EY June 2012 - June 2014
PwC February 2011 - June 2012
MORGAN STANLEY July 2001 - July 2006
ARTHUR ANDERSEN LLP January 1997 - January 2001
UNITED STATES FEDERAL PUBLIC DEFENDER January 1996 - January 1997
Skills
Finance, Financial Planners, Cash Management, Marketing, Management, Strategy, Customer Service, Proposal Writing, Legal Writing, Business Process, Telecommunications, Transportation, Trade Shows, Local Government, System Administration, Tax, Accounting, Strategic Planning, Due Diligence, Investments, Income Tax, Mergers & Acquisitions, Leadership, Negotiation, Management Consulting, Tax Credits, Tax Credit Financing, Tax Incentives, Corporate Communications, Business Communications, Training, CRM, Project Management, Program Management, Financial Planning, Public Speaking, Financial Analysis, Budgets
Education
Saint Louis University School of Law 1994 — 1997
Juris Doctor, Corporate and Tax Law
OXFORD UNIVERSITY 1995 — 1995
Comparitive Law Studies, Summer Law Program
Lindenwood University 1992 — 1994
Bachelor of Arts, Mass Communication, Summa Cum Laude
Academy of the Sacred Heart 1978 — 1987
Academy of the Sacred Heart
De Smet Jesuit High School August 2015 - Present
CliftonLarsonAllen Foundation August 2015 - Present
CliftonLarsonAllen October 2014 - Present
Academy of the Sacred Heart 2010 - 2015
Ernst & Young June 2012 - June 2014
EY June 2012 - June 2014
PwC February 2011 - June 2012
MORGAN STANLEY July 2001 - July 2006
ARTHUR ANDERSEN LLP January 1997 - January 2001
UNITED STATES FEDERAL PUBLIC DEFENDER January 1996 - January 1997
Skills
Finance, Financial Planners, Cash Management, Marketing, Management, Strategy, Customer Service, Proposal Writing, Legal Writing, Business Process, Telecommunications, Transportation, Trade Shows, Local Government, System Administration, Tax, Accounting, Strategic Planning, Due Diligence, Investments, Income Tax, Mergers & Acquisitions, Leadership, Negotiation, Management Consulting, Tax Credits, Tax Credit Financing, Tax Incentives, Corporate Communications, Business Communications, Training, CRM, Project Management, Program Management, Financial Planning, Public Speaking, Financial Analysis, Budgets
Education
Saint Louis University School of Law 1994 — 1997
Juris Doctor, Corporate and Tax Law
OXFORD UNIVERSITY 1995 — 1995
Comparitive Law Studies, Summer Law Program
Lindenwood University 1992 — 1994
Bachelor of Arts, Mass Communication, Summa Cum Laude
Academy of the Sacred Heart 1978 — 1987
Academy of the Sacred Heart
Melissa Wagner's CliftonLarsonAllen Experience November 2011 - August 2012
Job Financial Reporting Analyst at CHS
Industry Accounting
Experience
CHS August 2009 - Present
CliftonLarsonAllen November 2011 - August 2012
Skills
Financial Statements, Financial Reporting, Corporate Finance, Microsoft Word, Research, Training, Microsoft Excel, Leadership, Microsoft Office, Financial Analysis, Management
Education
Metropolitan State University
Bachelor of Science (B.S.), Finance, General
CHS August 2009 - Present
CliftonLarsonAllen November 2011 - August 2012
Skills
Financial Statements, Financial Reporting, Corporate Finance, Microsoft Word, Research, Training, Microsoft Excel, Leadership, Microsoft Office, Financial Analysis, Management
Education
Metropolitan State University
Bachelor of Science (B.S.), Finance, General
Nicole Meeks Nicole Meeks's CliftonLarsonAllen Experience September 1999 - November 2014
Job Corporate Communication Specialist Senior at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance November 2014 - Present
CliftonLarsonAllen September 1999 - November 2014
Skills
Marketing Communications, Budgets, Direct Marketing, Marketing Strategy, Event Planning, Marketing, Financial Reporting, Small Business, Email Marketing, Market Planning, Public Relations, Event Management, Integrated Marketing, Advertising
Education
Lakeland College 2002 — 2005
BA, Marketing
Sentry Insurance November 2014 - Present
CliftonLarsonAllen September 1999 - November 2014
Skills
Marketing Communications, Budgets, Direct Marketing, Marketing Strategy, Event Planning, Marketing, Financial Reporting, Small Business, Email Marketing, Market Planning, Public Relations, Event Management, Integrated Marketing, Advertising
Education
Lakeland College 2002 — 2005
BA, Marketing
Phil Del Bello's CliftonLarsonAllen Experience November 2014 - Present
Job Manager | Risk Management at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen December 2012 - October 2014
Clifton Gunderson LLP January 2010 - December 2011
Loyola University Maryland January 2009 - December 2009
Union Community Health Center June 2009 - August 2009
Skills
Accounting, Internal Controls, CISA, Auditing, SSAE 16
Education
Loyola College in Maryland
BBA, Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen December 2012 - October 2014
Clifton Gunderson LLP January 2010 - December 2011
Loyola University Maryland January 2009 - December 2009
Union Community Health Center June 2009 - August 2009
Skills
Accounting, Internal Controls, CISA, Auditing, SSAE 16
Education
Loyola College in Maryland
BBA, Accounting
Caroline Slim, CPA's CliftonLarsonAllen Experience May 2008 - January 2014
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Loyola University Maryland September 2014 - Present
Gross, Mendelsohn & Associates, P.A. June 2014 - November 2014
CliftonLarsonAllen May 2008 - January 2014
Skills
Internal Controls, Financial Statements, Financial Audits, Non-profits, GAAP, Financial Accounting, Assurance, Accounting, Auditing, Financial Reporting
Education
Loyola University Maryland 2009 — 2014
Master of Business Administration (M.B.A.), International Business
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey December 2014 - Present
Loyola University Maryland September 2014 - Present
Gross, Mendelsohn & Associates, P.A. June 2014 - November 2014
CliftonLarsonAllen May 2008 - January 2014
Skills
Internal Controls, Financial Statements, Financial Audits, Non-profits, GAAP, Financial Accounting, Assurance, Accounting, Auditing, Financial Reporting
Education
Loyola University Maryland 2009 — 2014
Master of Business Administration (M.B.A.), International Business
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Phillip Turnquist Phillip Turnquist's CliftonLarsonAllen Experience May 2012 - June 2014
Job Account Manager/Lead Sales Support Representative at Applied Tech Solutions, Inc.
Industry Information Technology and Services
Experience
Applied Tech July 2014 - Present
CliftonLarsonAllen May 2012 - June 2014
CliftonLarsonAllen October 2012 - January 2013
Geek Squad September 2009 - May 2012
Sign1-1 September 2006 - March 2009
Skills
ITIL v3 Foundations..., Corporate Communications, Hardware Diagnostics, Hardware Support, Hardware Installation, Microsoft Operating..., Troubleshooting, Microsoft Office, Windows 7, Customer Service, Windows Server, Citrix, SharePoint, Software Installation, Help Desk Support, Software Documentation, Technical Support
Education
Monona Grove High School 1999 — 2003
High School Diploma, General Studies
Madison Area Technical College
General Studies
Applied Tech July 2014 - Present
CliftonLarsonAllen May 2012 - June 2014
CliftonLarsonAllen October 2012 - January 2013
Geek Squad September 2009 - May 2012
Sign1-1 September 2006 - March 2009
Skills
ITIL v3 Foundations..., Corporate Communications, Hardware Diagnostics, Hardware Support, Hardware Installation, Microsoft Operating..., Troubleshooting, Microsoft Office, Windows 7, Customer Service, Windows Server, Citrix, SharePoint, Software Installation, Help Desk Support, Software Documentation, Technical Support
Education
Monona Grove High School 1999 — 2003
High School Diploma, General Studies
Madison Area Technical College
General Studies
Rob Hollasch, CPA, CFE Rob Hollasch, CPA, CFE's CliftonLarsonAllen Experience September 2013 - Present
Job Senior Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2013 - Present
Weil, Akman, Baylin & Coleman, P.A. June 2010 - September 2013
Weil, Akman, Baylin & Coleman, P.A. November 2008 - May 2010
Salter & Co. CPA's May 2008 - August 2008
Skills
Financial Audits, Audits of Employee..., Compilation Of..., Independent Business..., Tax Preparation, Business Unit Start-up, Tax Advisory, CPA, CFE, ACFE, Partnership Taxation, ProSystem fx Tax, Certified Fraud Examiner, Corporate Tax
Education
McDaniel College 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting Economics
CliftonLarsonAllen September 2013 - Present
Weil, Akman, Baylin & Coleman, P.A. June 2010 - September 2013
Weil, Akman, Baylin & Coleman, P.A. November 2008 - May 2010
Salter & Co. CPA's May 2008 - August 2008
Skills
Financial Audits, Audits of Employee..., Compilation Of..., Independent Business..., Tax Preparation, Business Unit Start-up, Tax Advisory, CPA, CFE, ACFE, Partnership Taxation, ProSystem fx Tax, Certified Fraud Examiner, Corporate Tax
Education
McDaniel College 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting Economics
Jeremiah Eidson Jeremiah Eidson's CliftonLarsonAllen Experience September 2015 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Kautex Textron April 2015 - September 2015
Premier Senior Living - Aureas Health Group June 2014 - April 2015
United Way for Greenwood and Abbeville Counties September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Team Leadership, Accounting, Outlook, Time Management, Budgets, Financial Analysis, Auditing, Data Analysis, Management, Team Building, Human Resources, QuickBooks, Payroll, Accounts Receivable, Spreadsheets, Accounts Payable, Hospitality, Forecasting, Finance, Invoicing, Customer Satisfaction, Leadership, Financial Reporting, Financial Statements
Education
Liberty University 2014 — 2015
Master of Science (M.S.), Accounting
Lander University 2010 — 2013
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen September 2015 - Present
Kautex Textron April 2015 - September 2015
Premier Senior Living - Aureas Health Group June 2014 - April 2015
United Way for Greenwood and Abbeville Counties September 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Team Leadership, Accounting, Outlook, Time Management, Budgets, Financial Analysis, Auditing, Data Analysis, Management, Team Building, Human Resources, QuickBooks, Payroll, Accounts Receivable, Spreadsheets, Accounts Payable, Hospitality, Forecasting, Finance, Invoicing, Customer Satisfaction, Leadership, Financial Reporting, Financial Statements
Education
Liberty University 2014 — 2015
Master of Science (M.S.), Accounting
Lander University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Christopher Nygaard Christopher Nygaard's CliftonLarsonAllen Experience January 2015 - April 2015
Job Accounting Professional
Industry Accounting
Experience
Christianson & Associates, PLLP August 2015 - Present
CliftonLarsonAllen January 2015 - April 2015
Prime Therapeutics March 2014 - December 2014
Sanford Health July 2012 - October 2013
Lutheran Social Service of Minnesota April 2010 - September 2012
Skills
Accounting, Health Insurance, Surgical Instruments, Home Care, Healthcare, Auditing, Finance, Financial Reporting, Accounts Receivable, Payroll, Microsoft Excel, Accounts Payable, Bookkeeping, Financial Analysis
Education
Metropolitan State University 2015 — 2017
Bachelor's degree, Accounting
Normandale Community College 2014 — 2014
Associate in Science, Accounting, 3.0
Minnesota State Community and Technical College 2009 — 2011
Associate in Arts, Liberal Arts and Sciences, General Studies and Humanities, 3.5
Christianson & Associates, PLLP August 2015 - Present
CliftonLarsonAllen January 2015 - April 2015
Prime Therapeutics March 2014 - December 2014
Sanford Health July 2012 - October 2013
Lutheran Social Service of Minnesota April 2010 - September 2012
Skills
Accounting, Health Insurance, Surgical Instruments, Home Care, Healthcare, Auditing, Finance, Financial Reporting, Accounts Receivable, Payroll, Microsoft Excel, Accounts Payable, Bookkeeping, Financial Analysis
Education
Metropolitan State University 2015 — 2017
Bachelor's degree, Accounting
Normandale Community College 2014 — 2014
Associate in Science, Accounting, 3.0
Minnesota State Community and Technical College 2009 — 2011
Associate in Arts, Liberal Arts and Sciences, General Studies and Humanities, 3.5
Devaja Naik's CliftonLarsonAllen Experience September 2015 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Postlethwaite & Netterville June 2015 - August 2015
St. Bernard Parish Hospital January 2015 - May 2015
Loyola University University New Orleans September 2013 - May 2015
Coach April 2011 - September 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Eye for Details, Time Management, Communication Skills, Interpersonal Skill, Mathematics, Logical Thinker, Accounting, Facebook, Research
Education
Loyola University New Orleans 2011 — 2015
Bachelor of Accountancy, Double Major: Accounting and Finance
Benjamin Franklin Senior High School 2007 — 2011
High School Diploma
CliftonLarsonAllen September 2015 - Present
Postlethwaite & Netterville June 2015 - August 2015
St. Bernard Parish Hospital January 2015 - May 2015
Loyola University University New Orleans September 2013 - May 2015
Coach April 2011 - September 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Eye for Details, Time Management, Communication Skills, Interpersonal Skill, Mathematics, Logical Thinker, Accounting, Facebook, Research
Education
Loyola University New Orleans 2011 — 2015
Bachelor of Accountancy, Double Major: Accounting and Finance
Benjamin Franklin Senior High School 2007 — 2011
High School Diploma
Vanessa Nelson, CPA Vanessa Nelson, CPA's CliftonLarsonAllen Experience June 2012 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2012 - Present
Brownstein Hyatt Farber Schreck July 2008 - June 2012
Professional Financial Systems February 2003 - July 2008
Skills
Financial Accounting, Accounting, Financial Analysis, External Audit, US GAAP, Financial Statements, Internal Controls, General Ledger, Journal Entries, Account Reconciliation, Accounts Payable, Analysis, Bookkeeping, Fixed Assets, Accounts Receivable, Revenue Recognition, Variance Analysis, Cash Flow, Process Improvement, Financial Reporting
Education
University of Colorado at Denver 2011 — 2012
Masters, Accounting
Metropolitan State College of Denver 2006 — 2009
Bachelors, Accounting
CliftonLarsonAllen June 2012 - Present
Brownstein Hyatt Farber Schreck July 2008 - June 2012
Professional Financial Systems February 2003 - July 2008
Skills
Financial Accounting, Accounting, Financial Analysis, External Audit, US GAAP, Financial Statements, Internal Controls, General Ledger, Journal Entries, Account Reconciliation, Accounts Payable, Analysis, Bookkeeping, Fixed Assets, Accounts Receivable, Revenue Recognition, Variance Analysis, Cash Flow, Process Improvement, Financial Reporting
Education
University of Colorado at Denver 2011 — 2012
Masters, Accounting
Metropolitan State College of Denver 2006 — 2009
Bachelors, Accounting
Amy Maziarka Amy Maziarka's CliftonLarsonAllen Experience November 2014 - January 2015
Job Associate Director at the Community Foundation of Chippewa County
Industry Philanthropy
Experience
CliftonLarsonAllen November 2014 - January 2015
United Way of the Greater Chippewa Valley September 2005 - October 2014
National Business Institute 2004 - 2005
National Presto Industries, 1999 - 2004
Skills
Microsoft Excel, PowerPoint, Non-profits, Microsoft Word, Financial Analysis, Accounting, Financial Reporting, GAAP, Financial Accounting, Banking, Customer Service, Tax, Event Planning, Account Reconciliation, Nonprofits, Time Management
Education
Lakeland College 2000 — 2004
Bachelors, Business Administration
CliftonLarsonAllen November 2014 - January 2015
United Way of the Greater Chippewa Valley September 2005 - October 2014
National Business Institute 2004 - 2005
National Presto Industries, 1999 - 2004
Skills
Microsoft Excel, PowerPoint, Non-profits, Microsoft Word, Financial Analysis, Accounting, Financial Reporting, GAAP, Financial Accounting, Banking, Customer Service, Tax, Event Planning, Account Reconciliation, Nonprofits, Time Management
Education
Lakeland College 2000 — 2004
Bachelors, Business Administration
Rich Acierno Rich Acierno's CliftonLarsonAllen Experience June 2013 - Present
Job Associate at CliftonLarsonAllen
Industry Higher Education
Experience
CliftonLarsonAllen June 2013 - Present
The Jones Group Inc. June 2012 - August 2012
Flourtown Country Club June 2008 - August 2011
Philadelphia O.I.C June 2011 - July 2011
Skills
Microsoft Excel, General Ledger, Accounting, SAP, Invoicing, PowerPoint, Great Plains Software, Microsoft Word, Financial Analysis, Microsoft Office, QuickBooks, Balance
Education
King's College 2009 — 2013
Accounting, Business, Accounting
CliftonLarsonAllen June 2013 - Present
The Jones Group Inc. June 2012 - August 2012
Flourtown Country Club June 2008 - August 2011
Philadelphia O.I.C June 2011 - July 2011
Skills
Microsoft Excel, General Ledger, Accounting, SAP, Invoicing, PowerPoint, Great Plains Software, Microsoft Word, Financial Analysis, Microsoft Office, QuickBooks, Balance
Education
King's College 2009 — 2013
Accounting, Business, Accounting
Juli Ochs, CPA Juli Ochs, CPA's CliftonLarsonAllen Experience January 2012 - Present
Job Engagement Director at Clifton Larson Allen
Industry Hospital & Health Care
Experience
CliftonLarsonAllen January 2012 - Present
Allina Hospitals August 2009 - January 2012
Globe University December 2009 - September 2011
Baker Tilly Virchow Krause, LLP July 2008 - July 2009
Gronewold Bell Kyhnn & Co May 2006 - July 2008
Juli Ochs, CPA January 2001 - May 2006
Accountemps - Alliant Energy September 2005 - February 2006
Latta, Harris, Hanon & Penningroth LLP May 1999 - January 2001
Grinnell College October 1998 - March 1999
State of Iowa Auditor's Office June 1995 - October 1998
Skills
Cash Management, Auditing, Internal Controls, Internal Audit, CPA, Analysis, Accounts Payable, Financial Statements, Leadership, External Audit, Training, Risk Assessment, Financial Reporting, GAAP, Financial Accounting, Finance, Accounting
Education
University of Iowa 1991 — 1993
BBA, Accounting
Kirkwood Community College 1989 — 1991
AA, Accounting
Melbourne High School
CliftonLarsonAllen January 2012 - Present
Allina Hospitals August 2009 - January 2012
Globe University December 2009 - September 2011
Baker Tilly Virchow Krause, LLP July 2008 - July 2009
Gronewold Bell Kyhnn & Co May 2006 - July 2008
Juli Ochs, CPA January 2001 - May 2006
Accountemps - Alliant Energy September 2005 - February 2006
Latta, Harris, Hanon & Penningroth LLP May 1999 - January 2001
Grinnell College October 1998 - March 1999
State of Iowa Auditor's Office June 1995 - October 1998
Skills
Cash Management, Auditing, Internal Controls, Internal Audit, CPA, Analysis, Accounts Payable, Financial Statements, Leadership, External Audit, Training, Risk Assessment, Financial Reporting, GAAP, Financial Accounting, Finance, Accounting
Education
University of Iowa 1991 — 1993
BBA, Accounting
Kirkwood Community College 1989 — 1991
AA, Accounting
Melbourne High School
Michelle Bruley, CPA Michelle Bruley, CPA's CliftonLarsonAllen Experience January 2004 - August 2008
Job Corporate Controller at Dayton Rogers Mfg
Industry Mining & Metals
Experience
Dayton Rogers Mfg August 2010 - Present
CliftonLarsonAllen January 2004 - August 2008
Skills
Accounting, CPA, Auditing, Manufacturing, Budgets, Management, External Audit, Forecasting, Leadership, GAAP, US GAAP, Financial Statements, Internal Controls, Process Improvement, Financial Reporting, Financial Accounting, Managerial Finance
Education
Metropolitan State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Dayton Rogers Mfg August 2010 - Present
CliftonLarsonAllen January 2004 - August 2008
Skills
Accounting, CPA, Auditing, Manufacturing, Budgets, Management, External Audit, Forecasting, Leadership, GAAP, US GAAP, Financial Statements, Internal Controls, Process Improvement, Financial Reporting, Financial Accounting, Managerial Finance
Education
Metropolitan State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
John Sankara's CliftonLarsonAllen Experience June 2015 - Present
Job Associate Consultant at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen June 2015 - Present
Macalester College International Student Programs May 2012 - Present
College Market June 2014 - March 2015
MEDA - Metropolitan Economic Development Association May 2013 - July 2013
African Development Center May 2013 - July 2013
Macalester College May 2012 - May 2013
Macalester College October 2012 - November 2012
Novartis April 2010 - July 2010
Skills
Financial Accounting, Financial Analysis, Economics, Statistical Modeling, Economic Research, Quantitative Research, Consulting, Research, Data Analysis, Economic Development, Workshop Facilitation, Training, Stata, Budgets, Econometrics, Statistics, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Macalester College 2011 — 2015
Bachelor of Arts (B.A.), Economics & Physics
African Leadership Academy 2009 — 2011
Diploma, Entrepreneurship/Entrepreneurial Studies
CliftonLarsonAllen June 2015 - Present
Macalester College International Student Programs May 2012 - Present
College Market June 2014 - March 2015
MEDA - Metropolitan Economic Development Association May 2013 - July 2013
African Development Center May 2013 - July 2013
Macalester College May 2012 - May 2013
Macalester College October 2012 - November 2012
Novartis April 2010 - July 2010
Skills
Financial Accounting, Financial Analysis, Economics, Statistical Modeling, Economic Research, Quantitative Research, Consulting, Research, Data Analysis, Economic Development, Workshop Facilitation, Training, Stata, Budgets, Econometrics, Statistics, Qualitative Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Macalester College 2011 — 2015
Bachelor of Arts (B.A.), Economics & Physics
African Leadership Academy 2009 — 2011
Diploma, Entrepreneurship/Entrepreneurial Studies
Philip Holzhauer Philip Holzhauer's CliftonLarsonAllen Experience June 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2015 - Present
CliftonLarsonAllen May 2014 - August 2014
Loyola Notre Dame Library October 2011 - May 2014
Tri-State Soccer Supplies May 2010 - December 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Customer Service, Time Management, Access, Financial Accounting, Data Entry, Retail, Sales, Data Analysis, Inventory Management
Education
Loyola University Maryland 2011 — 2015
CliftonLarsonAllen June 2015 - Present
CliftonLarsonAllen May 2014 - August 2014
Loyola Notre Dame Library October 2011 - May 2014
Tri-State Soccer Supplies May 2010 - December 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Customer Service, Time Management, Access, Financial Accounting, Data Entry, Retail, Sales, Data Analysis, Inventory Management
Education
Loyola University Maryland 2011 — 2015
Dan Voors's CliftonLarsonAllen Experience August 2013 - Present
Job Senior Marketing Associate at CliftonLarsonAllen
Industry Hospital & Health Care
Experience
CliftonLarsonAllen August 2013 - Present
iVantage Health Analytics August 2011 - August 2013
The Healthcare Management Council, Inc February 2010 - July 2011
The Advisory Board Company January 2008 - August 2009
Camp Coastal Outpost June 2007 - December 2007
Marquette University January 2006 - May 2007
Midwest States Leasing August 2003 - May 2007
Marquette University February 2005 - December 2005
Education
Marquette University 2003 — 2007
BS, Marketing; Operations and Supply Chain Management
Catholic Memorial High School 1999 — 2003
CliftonLarsonAllen August 2013 - Present
iVantage Health Analytics August 2011 - August 2013
The Healthcare Management Council, Inc February 2010 - July 2011
The Advisory Board Company January 2008 - August 2009
Camp Coastal Outpost June 2007 - December 2007
Marquette University January 2006 - May 2007
Midwest States Leasing August 2003 - May 2007
Marquette University February 2005 - December 2005
Education
Marquette University 2003 — 2007
BS, Marketing; Operations and Supply Chain Management
Catholic Memorial High School 1999 — 2003
Douglas Richter Douglas Richter's CliftonLarsonAllen Experience January 2012 - September 2015
Job
Industry Chemicals
Experience
Land O'Lakes, Inc. September 2015 - Present
CliftonLarsonAllen January 2012 - September 2015
NumberWorks September 2008 - December 2011
Ecolab 2008 - 2011
Way-Cool Cooking School August 2008 - July 2009
Cinneas Financial Group July 2007 - September 2008
Wells Fargo March 2006 - June 2007
US Bank November 2004 - March 2006
Aames Home Loan September 2003 - February 2004
Skills
C#, T-SQL, Financial Analysis, Accounting, Microsoft Excel, Tax, Financial Services, VBA, Financial Reporting, Financial Modeling, Internal Controls, Python, Auditing, Strategic Financial..., Analysis, Consulting, Business Intelligence, Management, Business Valuation
Education
Metropolitan State University 2008 — 2011
BS
Montana State University-Bozeman 1999 — 2002
BS
Land O'Lakes, Inc. September 2015 - Present
CliftonLarsonAllen January 2012 - September 2015
NumberWorks September 2008 - December 2011
Ecolab 2008 - 2011
Way-Cool Cooking School August 2008 - July 2009
Cinneas Financial Group July 2007 - September 2008
Wells Fargo March 2006 - June 2007
US Bank November 2004 - March 2006
Aames Home Loan September 2003 - February 2004
Skills
C#, T-SQL, Financial Analysis, Accounting, Microsoft Excel, Tax, Financial Services, VBA, Financial Reporting, Financial Modeling, Internal Controls, Python, Auditing, Strategic Financial..., Analysis, Consulting, Business Intelligence, Management, Business Valuation
Education
Metropolitan State University 2008 — 2011
BS
Montana State University-Bozeman 1999 — 2002
BS
Ryan P. Georges, CPA, JD Ryan P. Georges, CPA, JD's CliftonLarsonAllen Experience September 2011 - October 2012
Job Individual and Business Tax Services at Ryan P. Georges, CPA
Industry Accounting
Experience
Northwest Tax Advisors LLC January 2015 - Present
Ryan P. Georges, CPA January 2015 - Present
Redpath and Company, Ltd. October 2012 - December 2014
CliftonLarsonAllen September 2011 - October 2012
Rahn, Neisen & Root, P.A. January 2009 - September 2011
Wheeler & Engelhart, P.A. April 2008 - September 2008
The McKnight Foundation May 2006 - May 2007
Rexam Sussex March 2005 - August 2005
H&R Block January 2005 - March 2005
Cobalt Corporation February 2002 - December 2002
Skills
Tax, Accounting, Tax Law, Financial Analysis, Corporate Tax, Financial Reporting, Tax Advisory, Personal Tax Planning, Estate Tax Planning, Gift Planning, Strategic Financial..., Retirement Planning, Social Security Planning, Stock Option Planning, Succession Planning, Financial Modeling, Wealth Management, Tax Research, Tax Dispute Resolution, Tax Preparation, High Net Worth..., Networking, Trust Taxation, Personal Financial..., Business Advisory, Auditing, Financial Planning
Education
University of St. Thomas School of Law 2005 — 2008
JD, Law
Marquette University 2004 — 2004
Masters, Accounting
Marquette University 1999 — 2003
Bachelor, Accounting, Finance
Northwest Tax Advisors LLC January 2015 - Present
Ryan P. Georges, CPA January 2015 - Present
Redpath and Company, Ltd. October 2012 - December 2014
CliftonLarsonAllen September 2011 - October 2012
Rahn, Neisen & Root, P.A. January 2009 - September 2011
Wheeler & Engelhart, P.A. April 2008 - September 2008
The McKnight Foundation May 2006 - May 2007
Rexam Sussex March 2005 - August 2005
H&R Block January 2005 - March 2005
Cobalt Corporation February 2002 - December 2002
Skills
Tax, Accounting, Tax Law, Financial Analysis, Corporate Tax, Financial Reporting, Tax Advisory, Personal Tax Planning, Estate Tax Planning, Gift Planning, Strategic Financial..., Retirement Planning, Social Security Planning, Stock Option Planning, Succession Planning, Financial Modeling, Wealth Management, Tax Research, Tax Dispute Resolution, Tax Preparation, High Net Worth..., Networking, Trust Taxation, Personal Financial..., Business Advisory, Auditing, Financial Planning
Education
University of St. Thomas School of Law 2005 — 2008
JD, Law
Marquette University 2004 — 2004
Masters, Accounting
Marquette University 1999 — 2003
Bachelor, Accounting, Finance
Geoffrey Wasmuth, CPA's CliftonLarsonAllen Experience September 2013 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2013 - Present
Penn Cycle & Fitness March 2005 - September 2013
CliftonLarsonAllen January 2013 - April 2013
Skills
Accounting, Microsoft Excel, Sales, Tax, Customer Service, Financial Analysis, QuickBooks, Fixed Assets, CPA, Tax Returns, Microsoft Office, Bicycle Repair, Microsoft Word, PowerPoint, Retail
Education
Metropolitan State University 2010 — 2012
Double Major B.S., Accounting and Business Economics, GPA 3.59
Normandale Community College 2008 — 2010
Associate's Degree, Emphasis in Accounting
Thomas Jefferson High School 2004 — 2008
CliftonLarsonAllen September 2013 - Present
Penn Cycle & Fitness March 2005 - September 2013
CliftonLarsonAllen January 2013 - April 2013
Skills
Accounting, Microsoft Excel, Sales, Tax, Customer Service, Financial Analysis, QuickBooks, Fixed Assets, CPA, Tax Returns, Microsoft Office, Bicycle Repair, Microsoft Word, PowerPoint, Retail
Education
Metropolitan State University 2010 — 2012
Double Major B.S., Accounting and Business Economics, GPA 3.59
Normandale Community College 2008 — 2010
Associate's Degree, Emphasis in Accounting
Thomas Jefferson High School 2004 — 2008
Gaby Miller's CliftonLarsonAllen Experience 2015 - Present
Job Senior Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2015 - Present
CliftonLarsonAllen 2013 - Present
Maddox and Associates, APC July 2011 - June 2012
Skills
Microsoft Office, Lacerte, Tax, Accounting, Auditing, Tax Preparation, Internal Controls, Financial Accounting, Financial Analysis, Internal Audit, CPA, GAAP, Financial Statements, Tax Returns, Accounts Receivable
Education
College of Charleston 2012 — 2013
Master's in Accountancy
Louisiana State University 2007 — 2011
Bachelor's Degree of Science, Accounting
CliftonLarsonAllen 2015 - Present
CliftonLarsonAllen 2013 - Present
Maddox and Associates, APC July 2011 - June 2012
Skills
Microsoft Office, Lacerte, Tax, Accounting, Auditing, Tax Preparation, Internal Controls, Financial Accounting, Financial Analysis, Internal Audit, CPA, GAAP, Financial Statements, Tax Returns, Accounts Receivable
Education
College of Charleston 2012 — 2013
Master's in Accountancy
Louisiana State University 2007 — 2011
Bachelor's Degree of Science, Accounting
Constance Anagnost, CPA Constance Anagnost, CPA's CliftonLarsonAllen Experience 2011 - February 2014
Job Principal at Connett & Anagnost CPAs PA
Industry Accounting
Experience
Connett & Anagnost CPAs PA February 2014 - Present
CliftonLarsonAllen 2011 - February 2014
Crowe Horwath LLP (formerly Carter Belcourt & Atkinson, PA) 2004 - 2010
Dannible & McKee, LLP 2001 - 2004
Grimaldi & Associates 1999 - 2001
F.J. Pompo & Company CPAs 1995 - 1999
Skills
Tax, Tax Returns, Income Tax, Accounting, QuickBooks, Payroll, Financial Accounting, US GAAP, Tax Advisory, Tax Preparation, Auditing, Corporate Tax, Tax Accounting, Tax Research, CPA
Education
Le Moyne College 1992 — 1995
BS, Accounting
Connett & Anagnost CPAs PA February 2014 - Present
CliftonLarsonAllen 2011 - February 2014
Crowe Horwath LLP (formerly Carter Belcourt & Atkinson, PA) 2004 - 2010
Dannible & McKee, LLP 2001 - 2004
Grimaldi & Associates 1999 - 2001
F.J. Pompo & Company CPAs 1995 - 1999
Skills
Tax, Tax Returns, Income Tax, Accounting, QuickBooks, Payroll, Financial Accounting, US GAAP, Tax Advisory, Tax Preparation, Auditing, Corporate Tax, Tax Accounting, Tax Research, CPA
Education
Le Moyne College 1992 — 1995
BS, Accounting
John Robb, MBA John Robb, MBA's CliftonLarsonAllen Experience May 2013 - August 2013
Job Assurance Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers August 2015 - Present
J.R. Landscaping January 2006 - May 2015
PwC January 2014 - March 2014
La Salle University August 2012 - December 2013
CliftonLarsonAllen May 2013 - August 2013
Texas Roadhouse May 2012 - May 2013
Kreischer Miller January 2013 - April 2013
Archbishop Wood High School March 2012 - June 2012
Northrop Real Estate January 2007 - January 2011
Skills
Educational Leadership, Landscaping, Team Leadership, Lawn Care, Accounting, Microsoft Excel, Financial Accounting, Microsoft Word, Financial Reporting, Microsoft Office, PowerPoint, Time Management, Leadership, Teamwork, Tax Returns, Public Speaking
Education
La Salle University 2015 — 2015
Master of Business Administration (MBA), Accounting
La Salle University 2011 — 2015
Bachelor of Science (BS), Accounting
Archbishop Wood High School 2007 — 2011
PricewaterhouseCoopers August 2015 - Present
J.R. Landscaping January 2006 - May 2015
PwC January 2014 - March 2014
La Salle University August 2012 - December 2013
CliftonLarsonAllen May 2013 - August 2013
Texas Roadhouse May 2012 - May 2013
Kreischer Miller January 2013 - April 2013
Archbishop Wood High School March 2012 - June 2012
Northrop Real Estate January 2007 - January 2011
Skills
Educational Leadership, Landscaping, Team Leadership, Lawn Care, Accounting, Microsoft Excel, Financial Accounting, Microsoft Word, Financial Reporting, Microsoft Office, PowerPoint, Time Management, Leadership, Teamwork, Tax Returns, Public Speaking
Education
La Salle University 2015 — 2015
Master of Business Administration (MBA), Accounting
La Salle University 2011 — 2015
Bachelor of Science (BS), Accounting
Archbishop Wood High School 2007 — 2011
LeeAnn Jasperse's CliftonLarsonAllen Experience January 2015 - Present
Job Office Administrator at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen July 2002 - January 2014
The Retreat November 2008 - March 2013
Native Arts and Cultures Foundation 2007 - December 2011
Wayside House, Inc. January 2008 - December 2010
Skills
Community Outreach, Nonprofits, Program Management, Government, Healthcare, Fundraising, Grant Writing, Event Planning, Public Speaking, Community Development, Program Development, Accounting, Program Evaluation, Organizational..., Workshop Facilitation, Leadership, Strategic Planning, Public Policy, Leadership Development, Policy, Proposal Writing, Social Media, Research, Grants, Training, Entrepreneurship, Coaching, Volunteer Management
Education
Michigan State University 1979 — 1984
Bachelor of Arts, History/English
Western Michigan University 1979 — 1982
General Studies
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen July 2002 - January 2014
The Retreat November 2008 - March 2013
Native Arts and Cultures Foundation 2007 - December 2011
Wayside House, Inc. January 2008 - December 2010
Skills
Community Outreach, Nonprofits, Program Management, Government, Healthcare, Fundraising, Grant Writing, Event Planning, Public Speaking, Community Development, Program Development, Accounting, Program Evaluation, Organizational..., Workshop Facilitation, Leadership, Strategic Planning, Public Policy, Leadership Development, Policy, Proposal Writing, Social Media, Research, Grants, Training, Entrepreneurship, Coaching, Volunteer Management
Education
Michigan State University 1979 — 1984
Bachelor of Arts, History/English
Western Michigan University 1979 — 1982
General Studies
Claudia Barion-Rosario's CliftonLarsonAllen Experience February 2011 - December 2012
Job Designer at Maison Barion
Industry Accounting
Experience
Smart Accounting LLC January 2015 - Present
Maison Barion January 2015 - Present
CliftonLarsonAllen February 2011 - December 2012
NCLR October 2007 - December 2010
Energetics Incorporated May 2005 - May 2007
American Society of Civil Engineers January 2003 - May 2005
CERF/IIEC December 2000 - May 2005
Golden State Financial Corp February 1986 - June 1990
Skills
Forensic Accounting, Forensic Analysis, Accounting, GAAP, US GAAP, Financial Reporting, Financial Accounting, Income Tax, General Ledger, Tax, Auditing, Sarbanes-Oxley Act, Budgets, Financial Analysis, External Audit, IFRS, Bookkeeping, Journal Entries, Great Plains Software, Corporate Tax, Forecasting, Nonprofits, Microsoft Dynamics GP, Strategic Planning, Leadership, Fundraising, Event Planning, Management, Program Management, Public Relations, Community Outreach, Finance, Research, Customer Service, Budgeting, Marketing, Strategy, Policy, Leadership Development, Analysis, Government, Policy Analysis, Event Management, Microsoft Excel, Social Networking, Public Policy, Program Development, Spanish, Team Building, Training
Education
Loyola University Maryland 2005 — 2007
Executive MBA, none
University of Maryland College Park 1994 — 1996
Bachelor of Science (B.S.), Finance and Accounting
Smart Accounting LLC January 2015 - Present
Maison Barion January 2015 - Present
CliftonLarsonAllen February 2011 - December 2012
NCLR October 2007 - December 2010
Energetics Incorporated May 2005 - May 2007
American Society of Civil Engineers January 2003 - May 2005
CERF/IIEC December 2000 - May 2005
Golden State Financial Corp February 1986 - June 1990
Skills
Forensic Accounting, Forensic Analysis, Accounting, GAAP, US GAAP, Financial Reporting, Financial Accounting, Income Tax, General Ledger, Tax, Auditing, Sarbanes-Oxley Act, Budgets, Financial Analysis, External Audit, IFRS, Bookkeeping, Journal Entries, Great Plains Software, Corporate Tax, Forecasting, Nonprofits, Microsoft Dynamics GP, Strategic Planning, Leadership, Fundraising, Event Planning, Management, Program Management, Public Relations, Community Outreach, Finance, Research, Customer Service, Budgeting, Marketing, Strategy, Policy, Leadership Development, Analysis, Government, Policy Analysis, Event Management, Microsoft Excel, Social Networking, Public Policy, Program Development, Spanish, Team Building, Training
Education
Loyola University Maryland 2005 — 2007
Executive MBA, none
University of Maryland College Park 1994 — 1996
Bachelor of Science (B.S.), Finance and Accounting
Jonathan Lovell, CPA's CliftonLarsonAllen Experience January 2012 - November 2013
Job Manager, Gross Mendelsohn & Associates
Industry Accounting
Experience
Gross, Mendelsohn & Associates, P.A. November 2013 - Present
CliftonLarsonAllen January 2012 - November 2013
Clifton Gunderson LLP October 2010 - December 2011
Municipal Mortgage and Equity October 2007 - October 2010
Reznick Group July 2001 - October 2007
Skills
Auditing, Accounting, GAAP, Assurance, Internal Controls, Financial Reporting, Financial Analysis, Account Reconciliation, US GAAP, General Ledger, CPA, Financial Accounting, Financial Statements
Education
Loyola University Maryland 2001 — 2004
MBA, Management
Loyola University Maryland 1997 — 2001
BBA, Accounting
Gross, Mendelsohn & Associates, P.A. November 2013 - Present
CliftonLarsonAllen January 2012 - November 2013
Clifton Gunderson LLP October 2010 - December 2011
Municipal Mortgage and Equity October 2007 - October 2010
Reznick Group July 2001 - October 2007
Skills
Auditing, Accounting, GAAP, Assurance, Internal Controls, Financial Reporting, Financial Analysis, Account Reconciliation, US GAAP, General Ledger, CPA, Financial Accounting, Financial Statements
Education
Loyola University Maryland 2001 — 2004
MBA, Management
Loyola University Maryland 1997 — 2001
BBA, Accounting
Jamey Rappis's CliftonLarsonAllen Experience May 2007 - Present
Job Attorney National Tax Principal CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen May 2007 - Present
Clifton Gunderson LLP June 2009 - May 2010
Deloitte Tax LLP December 2002 - May 2007
Baker Tilly Virchow Krause, LLP January 2002 - December 2002
Internal Revenue Service October 1993 - January 2002
James G. Rappis, Attorney at Law October 1993 - January 2002
Carr, Kulkoski & Stuller, S.C. May 1993 - October 1993
Skills
Estate Planning, Wealth Transfer, Tax Reduction, Business Strategy, Family Business, Gift Tax, Tax Controversy, Estate Tax Planning, Tax Returns, Tax, High Net Worth..., Risk Management, Wealth, Trusts, IRS, Estate Administration, Tax Advisory, CPA, Corporate Law, Income Tax, Financial Planners, Tax Law, Tax Accounting, Tax Research, Partnership Taxation, Corporate Tax, US Tax, Financial Planning
Education
Marquette University Law School 1991 — 1993
JD, Law
University of Notre Dame 1986 — 1990
Double Bachelor of Arts, History and Government
CliftonLarsonAllen May 2007 - Present
Clifton Gunderson LLP June 2009 - May 2010
Deloitte Tax LLP December 2002 - May 2007
Baker Tilly Virchow Krause, LLP January 2002 - December 2002
Internal Revenue Service October 1993 - January 2002
James G. Rappis, Attorney at Law October 1993 - January 2002
Carr, Kulkoski & Stuller, S.C. May 1993 - October 1993
Skills
Estate Planning, Wealth Transfer, Tax Reduction, Business Strategy, Family Business, Gift Tax, Tax Controversy, Estate Tax Planning, Tax Returns, Tax, High Net Worth..., Risk Management, Wealth, Trusts, IRS, Estate Administration, Tax Advisory, CPA, Corporate Law, Income Tax, Financial Planners, Tax Law, Tax Accounting, Tax Research, Partnership Taxation, Corporate Tax, US Tax, Financial Planning
Education
Marquette University Law School 1991 — 1993
JD, Law
University of Notre Dame 1986 — 1990
Double Bachelor of Arts, History and Government
Rachel Lin's CliftonLarsonAllen Experience November 2012 - January 2015
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - January 2015
CliftonLarsonAllen October 2008 - October 2012
LarsonAllen July 2009 - January 2012
LarsonAllen October 2008 - June 2009
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) April 2006 - August 2008
Apple Optical March 2001 - March 2006
Skills
Financial Accounting, Auditing, Internal Controls, GAGAS, Risk Assessment, Tax Returns, IT General Control Risk..., Enterprise Risk..., Account Reconciliation, Financial Reporting, Assurance, Accounting, Financial Analysis, Financial Statements
Education
McDaniel College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General and Economics
CliftonLarsonAllen November 2012 - January 2015
CliftonLarsonAllen October 2008 - October 2012
LarsonAllen July 2009 - January 2012
LarsonAllen October 2008 - June 2009
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) April 2006 - August 2008
Apple Optical March 2001 - March 2006
Skills
Financial Accounting, Auditing, Internal Controls, GAGAS, Risk Assessment, Tax Returns, IT General Control Risk..., Enterprise Risk..., Account Reconciliation, Financial Reporting, Assurance, Accounting, Financial Analysis, Financial Statements
Education
McDaniel College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General and Economics
Bob Blodgett's CliftonLarsonAllen Experience January 2012 - Present
Job Principal at CliftonLarsonAllen
Industry Government Administration
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 2009 - Present
R.S. Wells LLC June 2009 - June 2011
City of Aurora, CO 1991 - 1995
Education
Michigan State University 1973 — 1974
MBA, Management
The University of Texas at Austin 1968 — 1973
Bachelor of Business Administration (BBA), Business Administration and Management, General
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 2009 - Present
R.S. Wells LLC June 2009 - June 2011
City of Aurora, CO 1991 - 1995
Education
Michigan State University 1973 — 1974
MBA, Management
The University of Texas at Austin 1968 — 1973
Bachelor of Business Administration (BBA), Business Administration and Management, General
Manny Naya Jr., CPA's CliftonLarsonAllen Experience November 2012 - June 2013
Job Accounting and Financial Reporting Manager
Industry Financial Services
Experience
CNL June 2013 - Present
CliftonLarsonAllen November 2012 - June 2013
CliftonLarsonAllen November 2009 - October 2012
LarsonAllen June 2006 - October 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP October 2005 - June 2006
Skills
Auditing, GAAP, Internal Controls, CPA, General Ledger, Compilation Of..., Consolidated Financial..., Monthly Close Process, Payroll, Income Tax, ProSystem fx Tax, Sarbanes-Oxley Act, Tax Preparation, Cost Accounting, Client Service Oriented, Financial Statement..., Financial Statement..., Account Reconciliation, QuickBooks, Journal Entries, Peachtree, Accounting, Financial Reporting
Education
Liberty University 2011 — 2012
MSA, Accounting
University of Central Florida 2003 — 2005
BSBA, Accounting
CNL June 2013 - Present
CliftonLarsonAllen November 2012 - June 2013
CliftonLarsonAllen November 2009 - October 2012
LarsonAllen June 2006 - October 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP October 2005 - June 2006
Skills
Auditing, GAAP, Internal Controls, CPA, General Ledger, Compilation Of..., Consolidated Financial..., Monthly Close Process, Payroll, Income Tax, ProSystem fx Tax, Sarbanes-Oxley Act, Tax Preparation, Cost Accounting, Client Service Oriented, Financial Statement..., Financial Statement..., Account Reconciliation, QuickBooks, Journal Entries, Peachtree, Accounting, Financial Reporting
Education
Liberty University 2011 — 2012
MSA, Accounting
University of Central Florida 2003 — 2005
BSBA, Accounting
Robert Albachten's CliftonLarsonAllen Experience January 2014 - Present
Job Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Metropolitan Center for Independent Living October 2005 - July 2014
Lila & Claudine's October 2011 - January 2012
Ellerbe Becket, An AECOM Company November 2007 - March 2011
Richfield Middle School September 2005 - June 2006
TGI Fridays December 2002 - July 2005
Ballou Justice & Upton July 2001 - October 2002
Recording for the Blind & Dyslexic April 2001 - June 2001
HHPA October 2000 - April 2001
Ellerbe Becket April 1987 - September 2000
Skills
Proposal Writing, Microsoft Office, Budgets, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Outlook, Deltek Vision, Salesforce.com, Adobe InDesign, Adobe Acrobat, Adobe PhotoShop, QuickBooks, Peachtree, Outlook
Education
Minneapolis Community and Technical College 2012 — 2013
Accounting Technician, Accounting and Finance, 4.0
Metropolitan State University 2006 — 2008
Math, Science, Education, 3.96
J. Sargeant Reynolds Community College 2003 — 2005
General Education, 4.0
CliftonLarsonAllen January 2014 - Present
Metropolitan Center for Independent Living October 2005 - July 2014
Lila & Claudine's October 2011 - January 2012
Ellerbe Becket, An AECOM Company November 2007 - March 2011
Richfield Middle School September 2005 - June 2006
TGI Fridays December 2002 - July 2005
Ballou Justice & Upton July 2001 - October 2002
Recording for the Blind & Dyslexic April 2001 - June 2001
HHPA October 2000 - April 2001
Ellerbe Becket April 1987 - September 2000
Skills
Proposal Writing, Microsoft Office, Budgets, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Outlook, Deltek Vision, Salesforce.com, Adobe InDesign, Adobe Acrobat, Adobe PhotoShop, QuickBooks, Peachtree, Outlook
Education
Minneapolis Community and Technical College 2012 — 2013
Accounting Technician, Accounting and Finance, 4.0
Metropolitan State University 2006 — 2008
Math, Science, Education, 3.96
J. Sargeant Reynolds Community College 2003 — 2005
General Education, 4.0
Cristal Arbogast's CliftonLarsonAllen Experience September 2011 - Present
Job Assistant Controller at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2011 - Present
Driveline Retail Merchandising September 2010 - August 2011
Driveline Retail Merchandising September 2008 - September 2010
Driveline Retail Merchandising July 2007 - September 2008
Nexus Treatment Programs September 2006 - July 2007
Nexus Treatment Programs March 2002 - September 2006
Englewood Electric July 1997 - March 2002
Elgin Joliet and Eastern Railway January 1996 - July 1997
Skills
Accounting, Accounts Receivable, Auditing, Payroll, General Ledger, Accounts Payable, Fixed Assets, Financial Statements, Finance, Journal Entries, Tax, Bank Reconciliation, Accruals, Internal Controls, Financial Reporting
Education
Metropolitan State University 2005 — 2009
Masters, Business Administration
Lewis University 1993 — 1997
Bachelors, Accounting, MIS
Minooka High School 1989 — 1993
High School, College Prep
CliftonLarsonAllen September 2011 - Present
Driveline Retail Merchandising September 2010 - August 2011
Driveline Retail Merchandising September 2008 - September 2010
Driveline Retail Merchandising July 2007 - September 2008
Nexus Treatment Programs September 2006 - July 2007
Nexus Treatment Programs March 2002 - September 2006
Englewood Electric July 1997 - March 2002
Elgin Joliet and Eastern Railway January 1996 - July 1997
Skills
Accounting, Accounts Receivable, Auditing, Payroll, General Ledger, Accounts Payable, Fixed Assets, Financial Statements, Finance, Journal Entries, Tax, Bank Reconciliation, Accruals, Internal Controls, Financial Reporting
Education
Metropolitan State University 2005 — 2009
Masters, Business Administration
Lewis University 1993 — 1997
Bachelors, Accounting, MIS
Minooka High School 1989 — 1993
High School, College Prep
Brooke Magee's CliftonLarsonAllen Experience November 2009 - July 2013
Job
Industry Accounting
Experience
CliftonLarsonAllen November 2009 - July 2013
LarsonAllen September 2007 - November 2009
Cherokee Investment Partners June 2004 - May 2006
LifeCare Pregnancy Center January 2004 - May 2004
Skills
GAAP, General Ledger, Non-profits, Tax, Accounting
Education
North Carolina State University - College of Management 2006 — 2007
Master of Accounting
Meredith College 2000 — 2004
Bachelor of Science
CliftonLarsonAllen November 2009 - July 2013
LarsonAllen September 2007 - November 2009
Cherokee Investment Partners June 2004 - May 2006
LifeCare Pregnancy Center January 2004 - May 2004
Skills
GAAP, General Ledger, Non-profits, Tax, Accounting
Education
North Carolina State University - College of Management 2006 — 2007
Master of Accounting
Meredith College 2000 — 2004
Bachelor of Science
Joseph O'Shaughnessy, CPA's CliftonLarsonAllen Experience January 2012 - November 2012
Job Senior Accountant at Johns Hopkins Health System
Industry Accounting
Experience
Johns Hopkins Health System January 2015 - Present
FTI Consulting November 2012 - December 2014
CliftonLarsonAllen January 2012 - November 2012
Clifton Gunderson LLP July 2010 - December 2011
Education
Loyola University Maryland 2006 — 2010
Johns Hopkins Health System January 2015 - Present
FTI Consulting November 2012 - December 2014
CliftonLarsonAllen January 2012 - November 2012
Clifton Gunderson LLP July 2010 - December 2011
Education
Loyola University Maryland 2006 — 2010
Rick Hamilton, CNHA, R.Ph., MBA's CliftonLarsonAllen Experience January 2007 - Present
Job Principal CliftonLarsonAllen LLP National SNF Medicare/MgdCare Compliance & Rate Optimization Benchmarking & Analytics
Industry Hospital & Health Care
Experience
CliftonLarsonAllen January 2007 - Present
LarsonAllen LLP CPA's Consultants & Advisors January 1992 - Present
Skills
Leadership Development, Healthcare Consulting, Long-term Care, Clinical Research, Healthcare Industry, Healthcare, Elder Care, Seniors, Managed Care, Medicare, Healthcare Management, Non-profits, Physician Relations, Strategic Planning, HIPAA, Medicaid, Program Development, Hospitals, Marketing Strategy, Nursing, Customer Service, Pharmacy, Medicare/Medicaid..., Budgets, Nonprofits, Health Care Systems, Reimbursement
Education
Suffolk University - Sawyer School of Management 1982 — 1984
Master of Business Administration (M.B.A.), Operations Management and Supervision
Northern Essex Community College 1976 — 1977
Associate's degree, Health/Health Care Administration/Management
Massachusetts College of Pharmacy and Health Sciences 1972 — 1977
Bachelor of Science (BS), Pharmacy
CliftonLarsonAllen January 2007 - Present
LarsonAllen LLP CPA's Consultants & Advisors January 1992 - Present
Skills
Leadership Development, Healthcare Consulting, Long-term Care, Clinical Research, Healthcare Industry, Healthcare, Elder Care, Seniors, Managed Care, Medicare, Healthcare Management, Non-profits, Physician Relations, Strategic Planning, HIPAA, Medicaid, Program Development, Hospitals, Marketing Strategy, Nursing, Customer Service, Pharmacy, Medicare/Medicaid..., Budgets, Nonprofits, Health Care Systems, Reimbursement
Education
Suffolk University - Sawyer School of Management 1982 — 1984
Master of Business Administration (M.B.A.), Operations Management and Supervision
Northern Essex Community College 1976 — 1977
Associate's degree, Health/Health Care Administration/Management
Massachusetts College of Pharmacy and Health Sciences 1972 — 1977
Bachelor of Science (BS), Pharmacy
Carly (Costello) Rummel, CPA's CliftonLarsonAllen Experience December 2010 - Present
Job Senior Tax Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2010 - Present
Carolleen Lovell, CPA, LLC August 2009 - June 2010
Skills
Tax Preparation, Tax, GAAP, CPA, Income Tax, Financial Statements, QuickBooks, Payroll Taxes, Partnership Taxation
Education
Linfield College 2005 — 2009
BS, Accounting
Riverside High School 2001 — 2005
CliftonLarsonAllen December 2010 - Present
Carolleen Lovell, CPA, LLC August 2009 - June 2010
Skills
Tax Preparation, Tax, GAAP, CPA, Income Tax, Financial Statements, QuickBooks, Payroll Taxes, Partnership Taxation
Education
Linfield College 2005 — 2009
BS, Accounting
Riverside High School 2001 — 2005
Heather Nietz's CliftonLarsonAllen Experience January 2013 - Present
Job Engagement Director Tax at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - Present
Jenkins & Vojtisek SC October 2000 - December 2012
Richard E Nelson SC January 1993 - September 2000
Skills
Tax, Income Tax, Corporate Tax, Accounting, Tax Accounting, Financial Reporting, Tax Preparation, Tax Research, Tax Advisory, CPA
Education
Lakeland College
Bachelor of Arts (BA), Accounting
UW Whitewater
Bachelor of Business Administration (BBA), Marketing
CliftonLarsonAllen January 2013 - Present
Jenkins & Vojtisek SC October 2000 - December 2012
Richard E Nelson SC January 1993 - September 2000
Skills
Tax, Income Tax, Corporate Tax, Accounting, Tax Accounting, Financial Reporting, Tax Preparation, Tax Research, Tax Advisory, CPA
Education
Lakeland College
Bachelor of Arts (BA), Accounting
UW Whitewater
Bachelor of Business Administration (BBA), Marketing
Chrystia Losianovich's CliftonLarsonAllen Experience January 2015 - Present
Job Tax Associate at CliftonLarsonAllen
Industry Legal Services
Experience
CliftonLarsonAllen January 2015 - Present
Apex Advisors, LLC January 2014 - December 2014
Losianovich Law LLC August 2013 - October 2014
Falcon Discovery August 2013 - December 2013
Clayton February 2013 - August 2013
Contract Work for Large Financial Services Companies March 2012 - January 2013
Honorable John W. Madden IV, Second Judicial District Court, Denver, Colorado September 2011 - December 2011
VITA, Loyola College of Law Tax Clinic, New Orleans, Louisiana January 2011 - April 2011
Colorado Legal Services October 2007 - May 2008
Bray Whaler International January 2007 - January 2008
Skills
Tax Advisory, Tax Compliance, Tax Law, Tax Research, Corporate Tax, Bankruptcy, Legal Assistance, Legal Research, Courts, Legal Writing, Trials, Microsoft Office, Risk Management, Legal Issues, Family Law, Sales & Use Tax..., Corporate Law, Analysis, Mediation, International Law, Microsoft Excel, Mergers & Acquisitions, Legal Compliance, Due Diligence, Real Estate, Loans, Finance, Legal Advice, Trusts, Foreclosures, Policy, Legal Services, Excel, Foreclosure Defense, Tax Preparation, Income Tax, Preparation of Wills, Living Will, Powers of Attorney, Business Formation, Estate Tax Planning
Education
University of Colorado Denver 2014 — 2016
Master's degree, Tax Law/Taxation
Loyola University New Orleans School of Law 2008 — 2011
J.D., Law
Eötvös Lorand University College of Law 2010 — 2010
International Law
Pepperdine University School of Law 2010 — 2010
International Law
University of Vienna School of Law 2009 — 2009
International Law
University of Utah 2000 — 2004
B.S., Finance, Psychology
CliftonLarsonAllen January 2015 - Present
Apex Advisors, LLC January 2014 - December 2014
Losianovich Law LLC August 2013 - October 2014
Falcon Discovery August 2013 - December 2013
Clayton February 2013 - August 2013
Contract Work for Large Financial Services Companies March 2012 - January 2013
Honorable John W. Madden IV, Second Judicial District Court, Denver, Colorado September 2011 - December 2011
VITA, Loyola College of Law Tax Clinic, New Orleans, Louisiana January 2011 - April 2011
Colorado Legal Services October 2007 - May 2008
Bray Whaler International January 2007 - January 2008
Skills
Tax Advisory, Tax Compliance, Tax Law, Tax Research, Corporate Tax, Bankruptcy, Legal Assistance, Legal Research, Courts, Legal Writing, Trials, Microsoft Office, Risk Management, Legal Issues, Family Law, Sales & Use Tax..., Corporate Law, Analysis, Mediation, International Law, Microsoft Excel, Mergers & Acquisitions, Legal Compliance, Due Diligence, Real Estate, Loans, Finance, Legal Advice, Trusts, Foreclosures, Policy, Legal Services, Excel, Foreclosure Defense, Tax Preparation, Income Tax, Preparation of Wills, Living Will, Powers of Attorney, Business Formation, Estate Tax Planning
Education
University of Colorado Denver 2014 — 2016
Master's degree, Tax Law/Taxation
Loyola University New Orleans School of Law 2008 — 2011
J.D., Law
Eötvös Lorand University College of Law 2010 — 2010
International Law
Pepperdine University School of Law 2010 — 2010
International Law
University of Vienna School of Law 2009 — 2009
International Law
University of Utah 2000 — 2004
B.S., Finance, Psychology
Laura Gara's CliftonLarsonAllen Experience January 2011 - July 2014
Job Senior Business Analyst at Connecture
Industry Information Technology and Services
Experience
Connecture December 2014 - Present
TEKsystems Contractor/SharePoint Business Analyst at Rockwell Automation July 2014 - December 2014
CliftonLarsonAllen January 2011 - July 2014
CliftonLarsonAllen October 2010 - January 2011
AQS, inc. August 2006 - October 2010
Foley & Lardner LLP September 2001 - August 2006
Skills
Process Improvement, Business Process..., Business Analysis, Project Planning, Requirements Gathering, Mentoring, Systems Analysis, System Testing, Change Management, SharePoint, SDLC, Business Process, Requirements Analysis, Project Management, User Acceptance Testing
Education
Marquette University 1994 — 1998
BA, Criminology and Law Studies
Connecture December 2014 - Present
TEKsystems Contractor/SharePoint Business Analyst at Rockwell Automation July 2014 - December 2014
CliftonLarsonAllen January 2011 - July 2014
CliftonLarsonAllen October 2010 - January 2011
AQS, inc. August 2006 - October 2010
Foley & Lardner LLP September 2001 - August 2006
Skills
Process Improvement, Business Process..., Business Analysis, Project Planning, Requirements Gathering, Mentoring, Systems Analysis, System Testing, Change Management, SharePoint, SDLC, Business Process, Requirements Analysis, Project Management, User Acceptance Testing
Education
Marquette University 1994 — 1998
BA, Criminology and Law Studies
Robert N Parnas's CliftonLarsonAllen Experience November 2008 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2008 - Present
Davis, Keller & Wiggins, LLC June 1994 - October 2008
Bohlmann and Company, LC Certified Public Accountants October 1996 - June 2003
Mesker-Clark, Inc. January 1984 - September 1986
Education
University of Missouri-Saint Louis 1980 — 1983
B.S. Accounting
University of Missouri-Columbia 1979 — 1980
Accounting
Lindenwood University 1989 — 1991
MBA Finance and Accounting
CliftonLarsonAllen November 2008 - Present
Davis, Keller & Wiggins, LLC June 1994 - October 2008
Bohlmann and Company, LC Certified Public Accountants October 1996 - June 2003
Mesker-Clark, Inc. January 1984 - September 1986
Education
University of Missouri-Saint Louis 1980 — 1983
B.S. Accounting
University of Missouri-Columbia 1979 — 1980
Accounting
Lindenwood University 1989 — 1991
MBA Finance and Accounting
Sarah Hunsche's CliftonLarsonAllen Experience August 2004 - Present
Job Sr. Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen August 2004 - Present
SmithBucklin 2003 - 2004
Barnes Dennig 2002 - 2003
Skills
GAAP, CPA, Accounting, Nonprofits, Assurance, Internal Controls, US GAAP, Auditing, Financial Statements, Tax Accounting, Forensic Accounting
Education
Miami University 1998 — 2002
Bachelor of Science, Accounting, Marketing
CliftonLarsonAllen August 2004 - Present
SmithBucklin 2003 - 2004
Barnes Dennig 2002 - 2003
Skills
GAAP, CPA, Accounting, Nonprofits, Assurance, Internal Controls, US GAAP, Auditing, Financial Statements, Tax Accounting, Forensic Accounting
Education
Miami University 1998 — 2002
Bachelor of Science, Accounting, Marketing
Jason Back's CliftonLarsonAllen Experience May 2005 - Present
Job Accountant at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen May 2005 - Present
Skills
CPA, GAAP, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Accounting, Tax, Budgets, Financial Statements, Assurance
Education
Marian College 2001 — 2005
BA, Accounting and Finance
CliftonLarsonAllen May 2005 - Present
Skills
CPA, GAAP, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Accounting, Tax, Budgets, Financial Statements, Assurance
Education
Marian College 2001 — 2005
BA, Accounting and Finance
Benjamin Ransley's CliftonLarsonAllen Experience November 2013 - Present
Job Service Desk Supervisor at CliftonLarsonAllen
Industry Information Technology and Services
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen June 2010 - Present
Geek Squad January 2008 - October 2010
Best Buy September 2008 - January 2009
Best Buy May 2005 - September 2008
Skills
Windows 7, Retail, Outlook, Troubleshooting, Access, Customer Service, Microsoft Office, Software Documentation, Software, Microsoft Excel, Visio, Time Management, Networking, Windows
Education
Madison Area Technical College 2006 — 2009
Web Programmer/Analyst, Programming
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen June 2010 - Present
Geek Squad January 2008 - October 2010
Best Buy September 2008 - January 2009
Best Buy May 2005 - September 2008
Skills
Windows 7, Retail, Outlook, Troubleshooting, Access, Customer Service, Microsoft Office, Software Documentation, Software, Microsoft Excel, Visio, Time Management, Networking, Windows
Education
Madison Area Technical College 2006 — 2009
Web Programmer/Analyst, Programming
Christopher Weiger's CliftonLarsonAllen Experience August 2011 - February 2012
Job Outside Sales Rep at Macmillan Learning
Industry Public Relations and Communications
Experience
Kotis Design July 2012 - July 2014
CliftonLarsonAllen August 2011 - February 2012
Lavelle Industries May 2011 - August 2011
Marquette University August 2009 - May 2011
Kappa Sigma Fraternity May 2010 - April 2011
Skills
Leadership, Social Media
Education
Marquette University 2008 — 2012
BA, Public Relations
Burlington High School
Degree
Kotis Design July 2012 - July 2014
CliftonLarsonAllen August 2011 - February 2012
Lavelle Industries May 2011 - August 2011
Marquette University August 2009 - May 2011
Kappa Sigma Fraternity May 2010 - April 2011
Skills
Leadership, Social Media
Education
Marquette University 2008 — 2012
BA, Public Relations
Burlington High School
Degree
Michael Brannan, CPA, CFE's CliftonLarsonAllen Experience January 2012 - June 2013
Job Finance Project Manager at Annie E. Casey Foundation
Industry Accounting
Experience
Annie E. Casey Foundation June 2013 - Present
CliftonLarsonAllen January 2012 - June 2013
Clifton Gunderson LLP June 2008 - December 2011
Clifton Gunderson LLP June 2006 - June 2008
Clifton Gunderson LLP August 2004 - June 2006
Skills
Accounting, Financial Reporting, Auditing, Non-profits
Education
Loyola University Maryland 2006 — 2008
MBA, Management
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Accounting
Annie E. Casey Foundation June 2013 - Present
CliftonLarsonAllen January 2012 - June 2013
Clifton Gunderson LLP June 2008 - December 2011
Clifton Gunderson LLP June 2006 - June 2008
Clifton Gunderson LLP August 2004 - June 2006
Skills
Accounting, Financial Reporting, Auditing, Non-profits
Education
Loyola University Maryland 2006 — 2008
MBA, Management
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Accounting
Kimberly Shank, CPA's CliftonLarsonAllen Experience October 2009 - September 2013
Job Senior Accountant at Mears Group, Inc.
Industry Accounting
Experience
Mears Group, Inc. July 2015 - Present
Clayco February 2014 - December 2014
CliftonLarsonAllen October 2009 - September 2013
Camp Wartburg May 2005 - August 2009
Habitat for Humanity Saint Louis May 2008 - August 2008
Tate & Lyle May 2007 - May 2008
Skills
CPA, GAAP, US GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, Tax Preparation, Financial Accounting, Assurance
Education
Millikin University 2005 — 2009
B.S., Accounting; Business Management
Mears Group, Inc. July 2015 - Present
Clayco February 2014 - December 2014
CliftonLarsonAllen October 2009 - September 2013
Camp Wartburg May 2005 - August 2009
Habitat for Humanity Saint Louis May 2008 - August 2008
Tate & Lyle May 2007 - May 2008
Skills
CPA, GAAP, US GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, Tax Preparation, Financial Accounting, Assurance
Education
Millikin University 2005 — 2009
B.S., Accounting; Business Management
Leticia Lawson's CliftonLarsonAllen Experience September 2015 - Present
Job Senior Telecom Analyst, CliftonLarsonAllen
Industry Telecommunications
Experience
CliftonLarsonAllen September 2015 - Present
Acuity Technologies (formerly Telephony Partners) 2012 - 2014
Telephony Partners 2010 - 2014
HSD, Inc. 2005 - 2010
Intermedia Communications (acquired by WorldCom) 2000 - 2002
Intermedia Communications, Inc. 1999 - 2002
Intermedia Communications, Inc. (formally Shared Technologies) 1997 - 1999
Skills
IP, VoIP, Unified Communications, Telecommunications, Call Centers, Managed Services, Pre-sales, MPLS, Telephony, Network Design, SIP, Ethernet, Professional Services, Networking, Cloud Computing
Education
Marymount University 1986 — 1989
Bachelor of Business Administration, Marketing
CliftonLarsonAllen September 2015 - Present
Acuity Technologies (formerly Telephony Partners) 2012 - 2014
Telephony Partners 2010 - 2014
HSD, Inc. 2005 - 2010
Intermedia Communications (acquired by WorldCom) 2000 - 2002
Intermedia Communications, Inc. 1999 - 2002
Intermedia Communications, Inc. (formally Shared Technologies) 1997 - 1999
Skills
IP, VoIP, Unified Communications, Telecommunications, Call Centers, Managed Services, Pre-sales, MPLS, Telephony, Network Design, SIP, Ethernet, Professional Services, Networking, Cloud Computing
Education
Marymount University 1986 — 1989
Bachelor of Business Administration, Marketing
Joseph Breuer's CliftonLarsonAllen Experience January 2012 - Present
Job Assurance Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Michigan State University May 2009 - December 2010
Skills
Accounting, Assurance, Financial Reporting, GAAP, Financial Accounting, Auditing
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2011
Master of Science, Accounting
Michigan State University 2006 — 2009
Bachelor of Arts, Accounting
CliftonLarsonAllen January 2012 - Present
Michigan State University May 2009 - December 2010
Skills
Accounting, Assurance, Financial Reporting, GAAP, Financial Accounting, Auditing
Education
Michigan State University - The Eli Broad Graduate School of Management 2010 — 2011
Master of Science, Accounting
Michigan State University 2006 — 2009
Bachelor of Arts, Accounting
Les Wingfield's CliftonLarsonAllen Experience January 1998 - December 2013
Job Manager at Myers & Stauffer LC
Industry Accounting
Experience
Myers & Stauffer LC January 1998 - Present
CliftonLarsonAllen January 1998 - December 2013
Skills
CPA, MBA, CFE, CIA
Education
Longwood University
Myers & Stauffer LC January 1998 - Present
CliftonLarsonAllen January 1998 - December 2013
Skills
CPA, MBA, CFE, CIA
Education
Longwood University
Luke Crary's CliftonLarsonAllen Experience August 2012 - Present
Job Network Analyst at CliftonLarsonAllen
Industry Information Technology and Services
Experience
CliftonLarsonAllen August 2012 - Present
University of Wisconsin-Madison September 2010 - August 2012
Culver Franchising System, Inc. May 2003 - January 2011
Dr. Pepper Bottling Co May 2005 - September 2010
Skills
Software Documentation, Cisco Routers, Catalyst Switches, Microsoft Office, Help Desk Support, Troubleshooting, VMware, Security, Customer Service, Microsoft Word, Management, Microsoft Excel, Windows 7, PowerPoint, Computer Hardware, Time Management, Outlook, XP, Windows, Retail
Education
Madison Area Technical College 2008 — 2012
Associates Degree
CliftonLarsonAllen August 2012 - Present
University of Wisconsin-Madison September 2010 - August 2012
Culver Franchising System, Inc. May 2003 - January 2011
Dr. Pepper Bottling Co May 2005 - September 2010
Skills
Software Documentation, Cisco Routers, Catalyst Switches, Microsoft Office, Help Desk Support, Troubleshooting, VMware, Security, Customer Service, Microsoft Word, Management, Microsoft Excel, Windows 7, PowerPoint, Computer Hardware, Time Management, Outlook, XP, Windows, Retail
Education
Madison Area Technical College 2008 — 2012
Associates Degree
Charles Fox's CliftonLarsonAllen Experience January 2014 - Present
Job Service Desk Manager at CliftonLarsonAllen
Industry Information Technology and Services
Experience
CliftonLarsonAllen January 2014 - Present
State of Wisconsin November 2011 - January 2014
State of Wisconsin - DOA May 2006 - November 2011
Saint Joseph’s Catholic School May 2005 - June 2009
Go 2 IT Group May 2006 - November 2008
Electronic Data Systems June 2005 - May 2006
State of Wisconsin - DHS April 2005 - June 2005
Skills
IT Service Management, Software Documentation, Troubleshooting, ITIL, Active Directory, Disaster Recovery, Crystal Reports, Process Improvement, Service Desk, Incident Management, System Administration, Windows Server, Program Management, Windows 7, SQL, Change Management, Problem Management, Project Management, Visio, Help Desk Support, SharePoint, Software Installation, Business Process..., IT Operations, System Deployment, Analysis, T-SQL, SQL Server Management..., Microsoft SQL Server, DOS, Bash, Perl Script, jEdit, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HP Service Manager, IT Asset Management, Call Center..., HP Service Center, Putty, WinSCP, LANDesk, MS Excel Pivot Tables
Education
Madison Area Technical College 2000 — 2006
Associate of Science (AS)
University of Wisconsin-Whitewater 2000 — 2002
Herzing University-Madison
CliftonLarsonAllen January 2014 - Present
State of Wisconsin November 2011 - January 2014
State of Wisconsin - DOA May 2006 - November 2011
Saint Joseph’s Catholic School May 2005 - June 2009
Go 2 IT Group May 2006 - November 2008
Electronic Data Systems June 2005 - May 2006
State of Wisconsin - DHS April 2005 - June 2005
Skills
IT Service Management, Software Documentation, Troubleshooting, ITIL, Active Directory, Disaster Recovery, Crystal Reports, Process Improvement, Service Desk, Incident Management, System Administration, Windows Server, Program Management, Windows 7, SQL, Change Management, Problem Management, Project Management, Visio, Help Desk Support, SharePoint, Software Installation, Business Process..., IT Operations, System Deployment, Analysis, T-SQL, SQL Server Management..., Microsoft SQL Server, DOS, Bash, Perl Script, jEdit, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, HP Service Manager, IT Asset Management, Call Center..., HP Service Center, Putty, WinSCP, LANDesk, MS Excel Pivot Tables
Education
Madison Area Technical College 2000 — 2006
Associate of Science (AS)
University of Wisconsin-Whitewater 2000 — 2002
Herzing University-Madison
Cathy Diefenbach's CliftonLarsonAllen Experience December 1991 - Present
Job receptionist at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 1991 - Present
Education
Millikin University 1970 — 1972
English and Sociology
CliftonLarsonAllen December 1991 - Present
Education
Millikin University 1970 — 1972
English and Sociology
Yelena Primachenko's CliftonLarsonAllen Experience December 1999 - Present
Job Accountant Professional Level at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 1999 - Present
Greyhound Lines July 1998 - November 1999
Skills
Public Sector Accounting, Accounts Receivable, Accounts Payable, Accounting, Financial Statements
Education
Metropolitan State College of Denver 2003 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting
Community College of Denver 1993 — 1998
Associate of Arts and Sciences (A.A.S.), Accounting
CliftonLarsonAllen December 1999 - Present
Greyhound Lines July 1998 - November 1999
Skills
Public Sector Accounting, Accounts Receivable, Accounts Payable, Accounting, Financial Statements
Education
Metropolitan State College of Denver 2003 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting
Community College of Denver 1993 — 1998
Associate of Arts and Sciences (A.A.S.), Accounting
Betsy Koch's CliftonLarsonAllen Experience January 2004 - Present
Job HR Administator at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2004 - Present
Toys R Us December 1986 - January 2004
Skills
Employee Benefits, PeopleSoft, Accounting, Performance Management, HR Policies, Recruiting
Education
Midstate College 2007 — 2010
Associate's degree, Business Administration and Management, General
CliftonLarsonAllen January 2004 - Present
Toys R Us December 1986 - January 2004
Skills
Employee Benefits, PeopleSoft, Accounting, Performance Management, HR Policies, Recruiting
Education
Midstate College 2007 — 2010
Associate's degree, Business Administration and Management, General
Garren Cornelio's CliftonLarsonAllen Experience March 2011 - Present
Job Office Administrator at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen March 2011 - Present
Greenberg Traurig, LLP September 2006 - March 2011
K&R Law Group February 2006 - September 2006
Liebert Cassidy Whitmore November 2002 - February 2006
Troy & Gould, APC May 1995 - November 2002
Pitney Bowes Managment Svcs September 1993 - May 1995
Education
Los Angeles City College
Associate of Arts (AA)
Loyola High School
Diploma, College Preparatory
University of California, Los Angeles
West Los Angeles - School of Law
CliftonLarsonAllen March 2011 - Present
Greenberg Traurig, LLP September 2006 - March 2011
K&R Law Group February 2006 - September 2006
Liebert Cassidy Whitmore November 2002 - February 2006
Troy & Gould, APC May 1995 - November 2002
Pitney Bowes Managment Svcs September 1993 - May 1995
Education
Los Angeles City College
Associate of Arts (AA)
Loyola High School
Diploma, College Preparatory
University of California, Los Angeles
West Los Angeles - School of Law
Brenna Borawski's CliftonLarsonAllen Experience January 2015 - April 2015
Job Student at Lindenwood University
Industry Accounting
Experience
Hanks Bowl - Resturant & Lounge October 2012 - Present
CliftonLarsonAllen January 2015 - April 2015
Grand Manor Retirement Home January 2008 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, PowerPoint, Research, Tax Preparation
Education
Lindenwood University 2012 — 2015
Bachelor of Arts, Accounting
Hanks Bowl - Resturant & Lounge October 2012 - Present
CliftonLarsonAllen January 2015 - April 2015
Grand Manor Retirement Home January 2008 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, PowerPoint, Research, Tax Preparation
Education
Lindenwood University 2012 — 2015
Bachelor of Arts, Accounting