Comprehensive Business Services
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Comprehensive Business Services Employees
Complete Small Business Solutions 1996 - Present
Comprehensive Business Services 1996 - 2005
Riscorp, Inc. 1994 - 1996
Alltel Corporation 1988 - 1994
PricewaterhouseCoopers 1984 - 1988
Skills
Microsoft Office, Small Business, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Bookkeeping, Payroll Taxes, Budgets, Accounting, Financial Analysis, Financial Reporting, Tax, CPA, Accounts Payable
Education
Florida Atlantic University 1986 — 1988
Master of Business Administration (MBA), Accounting
University of Notre Dame - Mendoza College of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Morrissey & Company October 2008 - Present
Graystone Solutions, Inc. September 2000 - September 2008
Comprehensive Business Services June 1986 - October 1997
Skills
IRS Enrolled Agent, Certified Treasury..., Accredited Retirement..., Accounting, Tax, Tax Preparation, QuickBooks, Bookkeeping, Preparation, General Ledger, Account Reconciliation, Corporate Tax, Tax Accounting, Financial Statements, Sales Tax, Payroll, Financial Analysis, Income Tax
Education
Bentley College 1979 — 1984
Bachelor's degree, Accounting
State Farm Insurance Agency April 2015 - Present
Advantage Sales & Marketing (Part-Time) March 2015 - Present
Crest Management Company, AAMC March 2014 - October 2014
Kraftwurx February 2013 - March 2014
State Farm Insurance (multiple agents) March 1989 - October 2012
Management office: State Farm March 1987 - March 1989
Comprehensive Business Services January 1985 - March 1987
Skills
Customer Service, Receptionist Duties, Microsoft Office, Whole Life, Term Life Insurance, Licensed Property &..., Personal Lines Auto, Health Insurance, Data Entry, Customer Retention, Payroll, Office Management, Commercial Insurance, Property & Casualty..., Sales, Training, Insurance, Team Building, Management, Administrative..., Executive..., Invoicing, Small Business, Microsoft Excel, Administrative..., Marketing, Leadership
Education
Houston Community College 1985 — 1986
2 Accounting Courses
Lewis University 1981 — 1983
Elementary Education
Lincoln-Way High School 1977 — 1981
Diploma, General studies and Spanish
Collaborative NeuroScience Network, LLC April 2013 - Present
Saddleback Church 2002 - Present
Creative Direct Marketing Group, Inc. April 2011 - April 2013
Aussie Pet Mobile, Inc. 2007 - April 2011
Commercial Finance Group, LLC 2005 - 2008
Home Instead Senior Care Franchise #280 2001 - 2005
New Horizons Computer Learning Centers 1998 - 2005
Comprehensive Business Services 1981 - 1998
Skills
Strategic Planning, Start-ups, Team Building, Small Business, Franchising, Budgeting, Direct Marketing, Customer Service, Leadership Development, Change Management, Sales Management, Management Consulting, Mentoring, Public Speaking, Coaching, Accounting, Consultative Selling, Business Strategy, Problem Solving, Business Planning, New Business Development, SEO, Compliance, Customer Relations, Online Marketing, Advertising, Email Marketing, Fundraising, Budgets, Entrepreneurship, Negotiation, Selling, Sales, Business Development, Social Media Marketing, Marketing Strategy, Marketing, Management, Contract Negotiation, Leadership, Public Relations, Lead Generation, Training, Business, Executive Management, Organizational..., Strategic Partnerships, Account Management, Networking, Team Leadership
Education
Colorado State University 2011 — 2012
M.S. Organizational Leadership, Specialization in Change Management and Strategic Innovation
Northern Illinois University - College of Business 1975 — 1979
B.S., magna cum laude, Accountancy
Suits for Soldiers - 501c3 Corporation July 2013 - Present
Michigan Event Services, Inc. June 2013 - Present
US Army May 2010 - June 2013
G & S Consulting of Michigan, Inc. January 2005 - May 2010
Comprehensive Business Services June 1994 - December 2004
Skills
Military, Security Clearance, Payroll, Accounts Payable, Force Protection, Weapons, DoD, Army, Military Operations, Leadership, Project Management, Customer Service, Marketing, Sales, Time Management, Organization, Microsoft Office, Consulting, Cost Control, Compliance, Team Leadership, Staff Management, Tax, Counterterrorism, Hospitality, Creative Problem Solving, Communication Skills, Adaptability, Training, Reasoning Skills, Account Management, Real Estate Financing, Social Networking, Business Planning, Non-profit Leadership, Intelligence, Operational Planning, Supervisory Skills, Strategic Leadership, Leadership Development, International Relations, Interviews, Crisis Management, Proposal Writing, Management, Government, Policy, Security, Integrity, Veterans
Education
Columbia Southern University 2013 — 2015
Master of Business Administration (MBA), Human Resource Management
Columbia Southern University 2012 — 2013
Bachelor of Science in Business Administration, Hospitality and Tourism, 3.84 GPA
Columbia Southern University 2012 — 2012
Associates of Applied Science in Business, Business and General Studies, 3.6 GPA
Darling Homes June 2015 - Present
PSS Companies, LLC May 2013 - March 2015
Greenstar Recycling and Shredding December 2008 - April 2013
LeTourneau Technologies November 2006 - October 2008
Gulf Coast Recycling March 2004 - March 2006
Gulf Rice Arkansas/American Rice April 2000 - February 2004
Comprehensive Business Services November 1996 - March 2000
Skills
Budgets, Customer Service, Accounting, Microsoft Excel, General Ledger, Payroll, Microsoft Word, Microsoft Office, Strategic Planning, Outlook, Financial Reporting, Forecasting, PowerPoint, Process Improvement, Accounts Receivable, Accounts Payable, Training, Management, QuickBooks, Supervisory Skills, Financial Analysis, Invoicing, Account Reconciliation, Internal Controls, Accruals, Journal Entries, Auditing, Finance, Cash Management, Time Management, Variance Analysis, Year-end Close, Sarbanes-Oxley Act, Financial Statements, Waste Reduction, Solid Waste
Education
Monterey Peninsula College 1986 — 1988
Commercial Real Estate Wholesale Inc. 2014 - Present
Saint Joseph's College of Maine January 2012 - Present
Comprehensive Business Services 1994 - 2004
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Auditing, Financial Modeling, Internal Controls, Financial Statements, General Ledger, Account Reconciliation, Corporate Finance, Finance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Loans, Commercial Real Estate, Banking
Education
Saint Joseph's College of Maine 2013 — 2015
Masters of Accountancy
University of Massachusetts at Lowell 1983 — 1988
Bachelor's degree, Finance
Fidelis Financial Planning, LLC August 1993 - Present
Edward D August 1992 - August 1993
Biskind & Associates, Inc November 1991 - August 1992
Riverwoods Christian Center September 1989 - November 1991
Tom P. Ellis, Inc.Sales Group Insurance September 1987 - June 1989
Dallas Theological September 1985 - May 1989
Comprehensive Business Services September 1982 - September 1985
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Estate Planning, Tax, Financial Planners, Investments, Personal Finance, Portfolio Management, Public Speaking, Finance, Retirement, Wealth Management, Financial Planning, Asset Management, Investment Advisory, Small Business, Mutual Funds, Employee Benefits, 401k, Asset Allocation, Money, Pensions, Securities, Personal Financial..., IRAs, Financial Services, IRA's, Insurance Planning
Education
The College of Financial Planning 1994 — 1996
CFP Professional Education Program
Dallas Theological Seminary 1985 — 1988
MA, Christian Education
Texas Weslyan University 1971 — 1972
BBA, Accounting
Fidelity Investments July 2012 - Present
NED Alumni Association of Tristate (NEDATS) June 2011 - June 2012
Datamax of Texas September 2008 - June 2012
Comprehensive Business Services December 2004 - September 2008
Arbi Industries Ltd. (ArSoft Corporation) April 2000 - November 2004
Horizon International Systems February 2000 - March 2000
Galactic (Private) Ltd. June 1999 - January 2000
Dadex Eternit Ltd. March 1998 - June 1999
Skills
Business Analysis, Microsoft SQL Server, Software Development, ASP.NET, Team Leadership, Document Management, Access, Java, SQL, Databases, HTML, VB.NET, C#, Agile - Software..., Web Services, JavaScript, XML, Oracle, Visual Basic, Integration, Crystal Reports, T-SQL, Visual Studio, AJAX, XSLT, SOAP, ADO.NET
Education
Sir Syed University of Engineering and Technology 1994 — 1998
B.E, Computer Science
ARZU STUDIO HOPE September 2013 - Present
HealthFitness April 2012 - September 2013
CareFusion 2009 - 2010
Allstate Insurance 2007 - 2009
Baxter Healthcare 1993 - 2002
Comprehensive Business Services 1990 - 1992
Price Waterhouse 1986 - 1989
Skills
CPA, SEC filings, Managerial Finance, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Auditing, Finance, Financial Modeling, Strategic Financial..., Strategic Planning, GAAP, Internal Controls, Mergers & Acquisitions, Accounting, Mergers, Budgets, Forecasting, Financial Accounting, Leadership, General Ledger, US GAAP, Cost Accounting, Revenue Recognition, Due Diligence, Process Improvement, Accounts Payable, QuickBooks, Accounts Receivable, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor's degree, Accounting
Comprehensive Business Services January 2007 - Present
Icofin USA Inc November 2006 - January 2007
First Impressions Staffing Agency July 2006 - November 2006
AmeriStar Technologies Inc June 1989 - May 1997
AmeriStar Technologies/Versalign,Inc. 1989 - 1997
Skills
Payroll, Bookkeeping, Tax, Incorporation, Accounting, Quickbooks, Income Tax, Tax Returns, Tax Preparation, VAT, Accounts Payable, Corporate Tax, Accounts Receivable, Financial Reporting, Payroll Taxes, Reconciliation, Preparation, International Tax, Accountants, Tax Compliance, Tax Services, Small Business..., Sales Tax, Journal Entries, Fixed Assets, IRS, Individual Taxation, Business Tax, General Ledger, Tax Law, Tax Research, Tax Return Preparation, LLC, Tax Advisory, Small Business, Tax Accounting, Financial Statements, Human Resources, QuickBooks, Due Diligence, Customer Service, Mergers & Acquisitions, Marketing, Finance, Financial Analysis, Budgets, Management Consulting, Negotiation, Estate Planning, Corporate Finance
Education
University of Delaware 1989 — 1993
B.A., English, Business & Tech Writing
Wilmington Friends School 1976 — 1989
Presidio Networked Solutions Account ManagerPresidio Technology Capital2004 - Present
Comprehensive Business Services 2003 - 2004
Education
Hillsdale College 1999 — 2003
BA, Economics
Comprehensive Business Services January 2013 - Present
Atlantic Aquatech April 2011 - October 2012
Skills
Payroll, Invoicing, Tax Preparation, Accounting, General Ledger, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, QuickBooks, Journal Entries, Financial Statements, Bank Reconciliation, Bookkeeping, Sales Tax, Microsoft Excel, Payroll Taxes, Microsoft Office
Education
University of Delaware 2005 — 2011
Bachelor of Science (B.S.), Accounting
SPTS Technologies September 2005 - Present
SPTS Technologies (formally Primaxx, Inc.) September 2005 - Present
PRIMAXX, INC. September 2005 - December 2012
Comprehensive Business Services July 1999 - September 2010
Pabst Brewing Company September 2000 - September 2003
Bernsteins & Sons Shirt Corporation February 1996 - October 1997
Carisbrook Industries, Inc. September 1993 - February 1996
Equitable Bag Co, Inc. December 1991 - September 1993
Wein Malkin and Bettex, Couselors at Law October 1990 - November 1991
Eisner & Lubin CPA's January 1988 - September 1990
Skills
Accounting, Cash Management, Budgets, Financial Statements, Tax, Payroll Taxes, Financial Analysis, Microsoft Excel, Individual Taxation, Income Tax, Cost Accounting, Account Reconciliation, General Ledger..., Monthly Close, Treasury Functions, Budget Analysis, Budgeting, Monthly Reporting, Export Controls, Safety, Occupational Health, Excel, Word, access, Certified Firearms..., PA Notary
Education
Queens College 1985 — 1987
BA, Accounting & Information Systems and Economics
Queensborough Community College 1983 — 1985
A.A.S, Accounting
Allentown Business School
Diploma, Networking
AMBA June 2013 - Present
PFA CONSULTING, LLC January 2007 - 2012
LAUZEN ACCOUNTING July 1998 - January 2011
LEO G LAUZEN AND COMPANY January 1998 - January 2009
COMPREHENSIVE ACCOUNTING January 1996 - January 1998
COMPREHENSIVE BUSINESS SERVICES January 1991 - January 1996
Skills
CRM, Sales, Marketing, Accounting, New Business Development, Small Business, Customer Retention, Consulting, Account Management, Insurance, Customer Service, Employee Benefits, Coaching, Leadership
Education
Southern Illinois University, Carbondale 1987 — 1991
Marketing
Southern Illinois University 1987 — 1990
Bachelor of Arts, Marketing
Vistage International February 2010 - Present
Jacksonville Women's Business Center May 2004 - Present
Corporate Investment International April 2002 - Present
Comprehensive Business Services April 1981 - December 2001
Skills
Mergers, Valuation, Financial Modeling, Exit Strategies, Finance, Small Business, Management Consulting, Business Valuation, Due Diligence, Business Brokerage, Negotiation, Business Acquisitions, Selling Businesses, M&A experience, Mergers & Acquisitions, Financial Analysis, Consulting, Entrepreneurship, Private Equity, Divestitures, Banking, Accounting, Selling, Tax, Real Estate, Business Acquisition, Business Planning, Investments, Acquisitions, Corporate Finance, Venture Capital, Franchising, Executive Management, Sales, Start-ups, Joint Ventures, Strategy, Loans, Strategic Consulting, Restructuring, Investment Banking, Funding, Corporate Development, Strategic Financial..., Financial Advisory, Acquisition Integration, Brokerage
Education
Emory University - Goizueta Business School 1961 — 1962
Business
Spring Hill College 1957 — 1961
BSC, Economics
HCVT LLP (Holthouse Carlin & Van Trigt LLP) August 2013 - Present
SKMC, LLP October 2007 - August 2013
Comprehensive Business Services June 2003 - October 2007
Skills
Sales & Use Tax, Microsoft Excel, Corporate Tax, Tax, Outlook, GAAP, Microsoft Word, Income Tax, CPA, International Tax, Tax Accounting, General Ledger, Tax Research, US GAAP, Financial Statements, Tax Preparation, Microsoft Office, Internal Controls, Accounting, Journal Entries, Tax Advisory, Financial Accounting
Education
University of Southern California 2011 — 2014
Master of Business Taxation
University of California, San Diego 1998 — 2002
Mathematics, Accounting
Pride Garden Products November 2011 - Present
Safeway June 2001 - Present
Comprehensive Business Services May 2010 - November 2011
Aramsco May 2009 - March 2010
New Age Concepts January 2009 - March 2009
STS Landscaping December 2008 - December 2008
Skills
Adobe Creative Suite, Logo Design, QuarkXPress, Graphic Design, Corporate Identity, Photoshop, HTML, Photo Editing, Digital Photography, Commercial Product...
Education
Art Institute of Philadelphia 2002 — 2009
BS, Graphic Design
Chichester High School 1999 — 2002
Comprehensive Business Services June 2010 - Present
Spider Agile Technology August 2008 - October 2009
Modular Interior Solutions March 2008 - July 2008
Haworth Architectural Interiors / SMED International January 1989 - February 2008
Skills
Sales Management, Negotiation, New Business Development, Sales, Account Management, Strategic Planning, Customer Service, Furniture, Microsoft Office, Budgets, Team Building, Product Development, Marketing Strategy, Microsoft Excel, Contract Negotiation, Key Account Management, Marketing, Microsoft Word, B2B
Education
Louisiana State University
Marketing Accreditation, Graduate Institute of Bank Marketing
The Ohio State University
Marketing
Lincoln Technical Institute July 2013 - Present
Michael V Belfiore, DO, PC December 2010 - Present
Comprehensive Business Services 1983 - 2010
Skills
Healthcare, Non-profits, Healthcare Information..., Weight Management, Medicine, Team Building, Strategic Planning, Health Education, Public Speaking, Hospitals, Internal Medicine, Healthcare Management, Nutritional Counseling, Clinical Research, Nutrition, Diabetes, Wellness, Pain Management, Family Medicine, Lifestyle, Holistic Health, Treatment, Pediatrics, Physicians, Public Health, EMR, Prevention, Emergency Medicine, Cpr Certified, Surgery, Wellness Coaching, Sports Medicine, Patient Safety, ACLS, Critical Care, Nursing, BLS, Fitness, Program Development, Alternative Medicine, Staff Development, Policy, Small Business, Community Outreach, Wellbeing, Healing, Stress Management, Coaching, Leadership Development, CPR Certified
Education
Marist College 1970 — 1973
BA, American Studies
Fairfield Prep 1966 — 1970
High School College Prep
Deer Valley Unified School District September 2004 - Present
ReMax Laguna January 1991 - February 1994
Penny Saver September 1990 - January 1991
Comprehensive Business Services November 1989 - September 1990
Skills
Curriculum Development, Curriculum Design, Classroom Instruction, Teaching, Writing, Bookkeeping, Organization, Interpersonal..., Time Management, Ethical, Responsible, Dedicated
Education
Ohio University 1985 — 1987
Masters, Linguistics
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelors, Anthropology
Parkland College 1977 — 1979
Associates, Liberal Arts
Johnson & Johnson/McNeil Consumer Health June 2014 - Present
Comprehensive Business Services January 2012 - June 2012
Markley Actuarial Services, Inc. October 2009 - June 2011
Lancaster County Convention Center Authority March 2009 - August 2009
Oxford Foundation, Inc. June 2000 - January 2008
Skills
Grants Management, Publication Design, Bookkeeping, Administrative..., Records Management, Web Design, Grant Administration, Executive...
Education
Consolidated School of Business-York 1985 — 1987
Office Administration
St. Joseph Hospital School of Nursing 1981 — 1984
Registered Nursing