Complete Business Services
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Complete Business Services Employees
Employee
Years
Job
Industry
Elliott Grisham Elliott Grisham's Complete Business Services Experience April 2010 - August 2011
Job Mortgage Loan Originator at Pinnacle Capital Mortgage Corp
Industry Primary/Secondary Education
Experience
Pinnacle Capital Mortgage Corp December 2014 - Present
Citi Personal Wealth Management December 2013 - September 2014
Merrill Lynch April 2012 - December 2013
Saint Marys College April 2009 - September 2012
Complete Business Services April 2010 - August 2011
Western International Securities February 2009 - October 2009
Skills
Investments, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement Planning, Financial Modeling, Alternative Investments, Series 66, Financial Planning
Education
Saint Mary's College of California 2009 — 2011
M.B.A., Business
San Diego State University-California State University 2002 — 2007
BA, Economics
Pinnacle Capital Mortgage Corp December 2014 - Present
Citi Personal Wealth Management December 2013 - September 2014
Merrill Lynch April 2012 - December 2013
Saint Marys College April 2009 - September 2012
Complete Business Services April 2010 - August 2011
Western International Securities February 2009 - October 2009
Skills
Investments, Financial Analysis, Series 7, Asset Managment, Investment Strategies, Wealth Management, Strategic Financial..., Mutual Funds, Portfolio Management, Retirement Planning, Financial Modeling, Alternative Investments, Series 66, Financial Planning
Education
Saint Mary's College of California 2009 — 2011
M.B.A., Business
San Diego State University-California State University 2002 — 2007
BA, Economics
Ram Bangia, BSME, C.Mfg.E, MBA, CPA, CPIM Ram Bangia, BSME, C.Mfg.E, MBA, CPA, CPIM's Complete Business Services Experience July 1987 - Present
Job Owner, Complete Business Services, www.ERPBasics.com
Industry Management Consulting
Experience
Complete Business Services July 1987 - Present
Complete Business Services January 1987 - Present
APICS 2000 - 2005
Rockwell International July 1983 - August 1987
Skills
Educational Leadership, MRPII, Iso 9000, Target Costing, Cost management, ERP Implementation..., Configuration Management, Financial Accounting, Cost Accounting, CPA, Manufacturing..., MBA, bachelor in mechanical..., Registered tax preparer, CPIM, Reorganisation, Cost Management, Tax Preparation, Process Improvement, ERP, Manufacturing, Management, Materials Management, Continuous Improvement, Supply Chain Management, Operations Management, Lean Manufacturing
Education
Rochester Institute of Technology 1968 — 1971
Master of Business Administration (MBA), Finance and Accounting, 3.5
Complete Business Services July 1987 - Present
Complete Business Services January 1987 - Present
APICS 2000 - 2005
Rockwell International July 1983 - August 1987
Skills
Educational Leadership, MRPII, Iso 9000, Target Costing, Cost management, ERP Implementation..., Configuration Management, Financial Accounting, Cost Accounting, CPA, Manufacturing..., MBA, bachelor in mechanical..., Registered tax preparer, CPIM, Reorganisation, Cost Management, Tax Preparation, Process Improvement, ERP, Manufacturing, Management, Materials Management, Continuous Improvement, Supply Chain Management, Operations Management, Lean Manufacturing
Education
Rochester Institute of Technology 1968 — 1971
Master of Business Administration (MBA), Finance and Accounting, 3.5
Marsha Zolkower Marsha Zolkower's Complete Business Services Experience February 2004 - November 2007
Job at Oakmont Village AssociationEvents and Community Relations Director
Industry Human Resources
Experience
Oakmont Village Association July 2014 - Present
Sonoma County Job Link October 2009 - June 2014
Complete Business Services February 2004 - November 2007
Keyboard Alternatives and Vision Solutions June 1995 - October 2003
Skills
Human Resources, Employee Relations, Performance Management, Coaching, Recruiting, Organizational..., Talent Acquisition, Training, Fundraising, Resume Writing, Team Building, Public Speaking, Career Development, Employee Engagement, Leadership, Career Counseling, Strategic Planning, Program Management, Personnel Management, Business Development, Nonprofits, Hiring, Event Planning, Employee Benefits, Interviews, Community Outreach, Marketing, Staff Development, Workshop Facilitation, Public Relations, Leadership Development, Policy, Social Networking, Social Media, Marketing Strategy, Employee Training, Program Development
Education
Seminole State College of Florida
Associate's Degree
University of Florida
Bachelor's Degree, Psychology
Oakmont Village Association July 2014 - Present
Sonoma County Job Link October 2009 - June 2014
Complete Business Services February 2004 - November 2007
Keyboard Alternatives and Vision Solutions June 1995 - October 2003
Skills
Human Resources, Employee Relations, Performance Management, Coaching, Recruiting, Organizational..., Talent Acquisition, Training, Fundraising, Resume Writing, Team Building, Public Speaking, Career Development, Employee Engagement, Leadership, Career Counseling, Strategic Planning, Program Management, Personnel Management, Business Development, Nonprofits, Hiring, Event Planning, Employee Benefits, Interviews, Community Outreach, Marketing, Staff Development, Workshop Facilitation, Public Relations, Leadership Development, Policy, Social Networking, Social Media, Marketing Strategy, Employee Training, Program Development
Education
Seminole State College of Florida
Associate's Degree
University of Florida
Bachelor's Degree, Psychology
Scott Yerger Scott Yerger's Complete Business Services Experience June 2004 - December 2006
Job CPA
Industry Accounting
Experience
Hascal, Sjoholm and Co, PLLC January 2007 - April 2009
Complete Business Services June 2004 - December 2006
Education
Central Washington University 2005 — 2007
BS, Accounting, Economics
Hascal, Sjoholm and Co, PLLC January 2007 - April 2009
Complete Business Services June 2004 - December 2006
Education
Central Washington University 2005 — 2007
BS, Accounting, Economics
Bonnie Hagen Bonnie Hagen's Complete Business Services Experience December 1984 - Present
Job Accountant at DRK Development, Inc.
Industry Construction
Experience
DRK Development, Inc. July 2007 - Present
Complete Business Services December 1984 - Present
CE & C, Inc. June 1987 - August 2006
Skills
Accounting, Account Reconciliation, General Ledger, Accounts Payable, Journal Entries, Bank Reconciliation, Financial Reporting, Accounts Receivable, Fixed Assets, Contract Management, Accruals, Microsoft Excel, Financial Analysis, Prepare for Loans/Land..., Tax Preparation, Knowledge of Lien..., Budgets, Commercial Contracts
Education
Pierce College at Puyallup 1990 — 1990
Not for a degree, but additional Microsoft knowledge.
Knapps Business College in Tacoma 1976 — 1986
Licensed Public Accountant
DRK Development, Inc. July 2007 - Present
Complete Business Services December 1984 - Present
CE & C, Inc. June 1987 - August 2006
Skills
Accounting, Account Reconciliation, General Ledger, Accounts Payable, Journal Entries, Bank Reconciliation, Financial Reporting, Accounts Receivable, Fixed Assets, Contract Management, Accruals, Microsoft Excel, Financial Analysis, Prepare for Loans/Land..., Tax Preparation, Knowledge of Lien..., Budgets, Commercial Contracts
Education
Pierce College at Puyallup 1990 — 1990
Not for a degree, but additional Microsoft knowledge.
Knapps Business College in Tacoma 1976 — 1986
Licensed Public Accountant
Bonnie Hagen's Complete Business Services Experience April 2015 - Present
Job FINANCIAL INSTRUMENT PROVIDER
Industry Financial Services
Experience
COMPLETE BUSINESS SERVICES April 2015 - Present
Self-employed August 2007 - Present
COMPLETE BUSINESS SERVICES January 2000 - August 2007
Skills
Financial Instruments, BANK GUARRANTEE, SBLC, Monetization, PROVIDERS OF FRESH CUT..., Construction Loans, Government Loans, Loan Servicing, LARGE BUSINESS LOANS..., FC BG/SBLC
Education
Harvard Business School
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
COMPLETE BUSINESS SERVICES April 2015 - Present
Self-employed August 2007 - Present
COMPLETE BUSINESS SERVICES January 2000 - August 2007
Skills
Financial Instruments, BANK GUARRANTEE, SBLC, Monetization, PROVIDERS OF FRESH CUT..., Construction Loans, Government Loans, Loan Servicing, LARGE BUSINESS LOANS..., FC BG/SBLC
Education
Harvard Business School
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Victoria Wright, EA Victoria Wright, EA's Complete Business Services Experience January 2007 - Present
Job Tax Advisor (Enrolled Agent) at Complete Business Services
Industry Accounting
Experience
Complete Business Services January 2007 - Present
Complete Business Services January 2007 - Present
Juris Design and Production May 1984 - August 2005
Benchmark Graphics April 1980 - May 1984
Skills
Tax Preparation, Tax Planning, IRS Audit Representation, Business Development, Offer in Compromise, Customer Service and..., Adobe Creative Suite
Education
North Hennepin Community College 1975 — 1977
Associate of Arts (AA), Commercial and Advertising Art
Complete Business Services January 2007 - Present
Complete Business Services January 2007 - Present
Juris Design and Production May 1984 - August 2005
Benchmark Graphics April 1980 - May 1984
Skills
Tax Preparation, Tax Planning, IRS Audit Representation, Business Development, Offer in Compromise, Customer Service and..., Adobe Creative Suite
Education
North Hennepin Community College 1975 — 1977
Associate of Arts (AA), Commercial and Advertising Art
Mallory Oslosky Mallory Oslosky's Complete Business Services Experience 2007 - January 2012
Job Office Manager at John Fries Landscape and Maintenance
Industry Accounting
Experience
John Fries Landscape and Maintenance 2009 - Present
Complete Business Services 2007 - January 2012
Skills
Account Management, Customer Service, Bookkeeping, QuickBooks, Employee Relations, Recruiting, Financial Reporting
Education
Penn State University 2007 — 2011
Bachelor's Degree, Psychology and Criminology
John Fries Landscape and Maintenance 2009 - Present
Complete Business Services 2007 - January 2012
Skills
Account Management, Customer Service, Bookkeeping, QuickBooks, Employee Relations, Recruiting, Financial Reporting
Education
Penn State University 2007 — 2011
Bachelor's Degree, Psychology and Criminology
Nick Roczko's Complete Business Services Experience May 2010 - December 2013
Job CPA at Roczko & Associates LLC
Industry Accounting
Experience
Roczko & Associates LLC December 2013 - Present
Complete Business Services May 2010 - December 2013
McKesson October 2009 - May 2010
Skills
Small Business, Strategic Financial..., Tax Returns, Tax Preparation, Estate Planning, Finance, Tax, Income Tax, 401k, CPA, Financial Reporting, Financial Analysis, Financial Statements, Corporate Tax, Tax Accounting, Strategic Planning, Accounting
Education
University of Pittsburgh 2005 — 2009
Hampton High School
Roczko & Associates LLC December 2013 - Present
Complete Business Services May 2010 - December 2013
McKesson October 2009 - May 2010
Skills
Small Business, Strategic Financial..., Tax Returns, Tax Preparation, Estate Planning, Finance, Tax, Income Tax, 401k, CPA, Financial Reporting, Financial Analysis, Financial Statements, Corporate Tax, Tax Accounting, Strategic Planning, Accounting
Education
University of Pittsburgh 2005 — 2009
Hampton High School
Leah Reis's Complete Business Services Experience December 2007 - April 2008
Job HR Assistant at Holtec Manufacturing Division
Industry Accounting
Experience
Holtec Manufacturing Division January 2010 - May 2014
Office of the Comptroller of the Currency June 2008 - April 2009
Complete Business Services December 2007 - April 2008
WQED Multimedia May 2007 - August 2007
Skills
Microsoft Excel, Employee Relations, Risk Management, Finance, Financial Analysis, Analysis, Credit Analysis, Banking, Accounting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2009
BSBA, Accounting, Finance
Holtec Manufacturing Division January 2010 - May 2014
Office of the Comptroller of the Currency June 2008 - April 2009
Complete Business Services December 2007 - April 2008
WQED Multimedia May 2007 - August 2007
Skills
Microsoft Excel, Employee Relations, Risk Management, Finance, Financial Analysis, Analysis, Credit Analysis, Banking, Accounting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2009
BSBA, Accounting, Finance
Byron Jordan's Complete Business Services Experience
Job Owner at Complete Business Services
Industry Accounting
Experience
Complete Business Services
Education
Lincoln University (MO) 1980 — 1984
Mathematics
Complete Business Services
Education
Lincoln University (MO) 1980 — 1984
Mathematics
Mike McQuiddy's Complete Business Services Experience 2006 - 2008
Job sales at LGE Electrical Sales
Industry Electrical/Electronic Manufacturing
Experience
LGE Electrical Sales June 2007 - Present
Complete Business Services 2006 - 2008
JMC Partners 1994 - 2006
Skills
Tax Returns, Project Management, Sales, Energy, Account Management, Manufacturing, Electrical Engineering, Sales Management, Budgets, Business Planning, Customer Service, Strategic Planning, Microsoft Office, Tax, Solar Energy, Tax Preparation, Tax Accounting, Forecasting, Electricians, Tax Research
Education
Case Western Reserve University 1971 — 1975
BSEE, Electrical Engineering
LGE Electrical Sales June 2007 - Present
Complete Business Services 2006 - 2008
JMC Partners 1994 - 2006
Skills
Tax Returns, Project Management, Sales, Energy, Account Management, Manufacturing, Electrical Engineering, Sales Management, Budgets, Business Planning, Customer Service, Strategic Planning, Microsoft Office, Tax, Solar Energy, Tax Preparation, Tax Accounting, Forecasting, Electricians, Tax Research
Education
Case Western Reserve University 1971 — 1975
BSEE, Electrical Engineering
Dustin Dyer's Complete Business Services Experience January 2002 - January 2007
Job CPA
Industry Accounting
Experience
TTH, CPA January 2012 - Present
RSM McGladrey May 2007 - January 2012
Complete Business Services January 2002 - January 2007
UMB BANK 2000 - 2002
STATE STREET BANK 1998 - 2000
Education
Missouri Western State University 1995 — 1998
B.S.B.A, ACCOUNTING
TTH, CPA January 2012 - Present
RSM McGladrey May 2007 - January 2012
Complete Business Services January 2002 - January 2007
UMB BANK 2000 - 2002
STATE STREET BANK 1998 - 2000
Education
Missouri Western State University 1995 — 1998
B.S.B.A, ACCOUNTING
Cristal Villasenor's Complete Business Services Experience January 2009 - Present
Job Account Manager at Complete Business Services
Industry Accounting
Experience
Complete Business Services January 2009 - Present
Coombs & Dunlap LLP January 2007 - December 2008
Frank, Rimerman + Co. LLP January 2005 - December 2006
Education
Sonoma State University 2011 — 2012
Bachelor of Science, Accounting
Santa Rosa Junior College 2001 — 2006
Associate Degree
Complete Business Services January 2009 - Present
Coombs & Dunlap LLP January 2007 - December 2008
Frank, Rimerman + Co. LLP January 2005 - December 2006
Education
Sonoma State University 2011 — 2012
Bachelor of Science, Accounting
Santa Rosa Junior College 2001 — 2006
Associate Degree