Corbin & Wertz
Description
Address: 1 San Joaquin Plaza, Newport Beach, CA 92660 Phone: (949) 720-9160Category: : Place name: Hours: : : : Website: : : Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Corbin & Wertz Posting publicly on the Web Write a review Reviews Be the first to review
Corbin & Wertz List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Corbin & Wertz. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Corbin & Wertz Employees
Employee
Years
Job
Industry
Corbet Cory Lancaster Corbet Cory Lancaster's Corbin & Wertz Experience 1994 - 1996
Job Diverse and Versatile Financial Executive | Partnering to Organize, Drive and Manage Strategic and Operational Value
Industry Information Technology and Services
Experience
Davis Estates 2013 - Present
Applied Computer Solutions 2012 - Present
Cabrillo Advisors, LLC 2011 - 2012
Resources Global Professionals 2010 - 2011
ResMed 2002 - 2010
FutureTrade 2000 - 2002
CollegeClub 1999 - 2000
Deloitte 1996 - 1999
Grant Thornton 1996 - 1996
Corbin & Wertz 1994 - 1996
Skills
Financial Modeling, Managerial Finance, Mergers & Acquisitions, Forecasting, Mergers, Financial Reporting, Financial Analysis, Finance, Strategic Planning, Business Development, Sarbanes-Oxley Act, Executive Management, Budgets, Internal Controls, Negotiation, Corporate Finance, Working Capital..., Strategy, Strategic Financial..., Start-ups, Management, Treasury Management, Financial Planning, Financial Management, Budgeting, Operational Excellence, Accounting, Business Valuation, Operational Strategy, Client Relationship..., Board Presentations, Wineries, Auditing, Risk Management, Valuation, CRM, SEC filings
Education
University of Pennsylvania - The Wharton School
Stanford University Graduate School of Business 2005 — 2009
University of California, Los Angeles - The Anderson School of Management
Chapman University, The George L. Argyros School of Business and Economics
MBA, Finance & Accounting
California State University-Fullerton - College of Business and Economics
BA, Business Economics
Servite
The University of Chicago Booth School of Business
Davis Estates 2013 - Present
Applied Computer Solutions 2012 - Present
Cabrillo Advisors, LLC 2011 - 2012
Resources Global Professionals 2010 - 2011
ResMed 2002 - 2010
FutureTrade 2000 - 2002
CollegeClub 1999 - 2000
Deloitte 1996 - 1999
Grant Thornton 1996 - 1996
Corbin & Wertz 1994 - 1996
Skills
Financial Modeling, Managerial Finance, Mergers & Acquisitions, Forecasting, Mergers, Financial Reporting, Financial Analysis, Finance, Strategic Planning, Business Development, Sarbanes-Oxley Act, Executive Management, Budgets, Internal Controls, Negotiation, Corporate Finance, Working Capital..., Strategy, Strategic Financial..., Start-ups, Management, Treasury Management, Financial Planning, Financial Management, Budgeting, Operational Excellence, Accounting, Business Valuation, Operational Strategy, Client Relationship..., Board Presentations, Wineries, Auditing, Risk Management, Valuation, CRM, SEC filings
Education
University of Pennsylvania - The Wharton School
Stanford University Graduate School of Business 2005 — 2009
University of California, Los Angeles - The Anderson School of Management
Chapman University, The George L. Argyros School of Business and Economics
MBA, Finance & Accounting
California State University-Fullerton - College of Business and Economics
BA, Business Economics
Servite
The University of Chicago Booth School of Business
Michael Doan Michael Doan's Corbin & Wertz Experience December 1997 - June 2000
Job Cloudbased Outsourced Accounting
Industry Accounting
Experience
Basis 365 Accounting November 2012 - Present
WilsonMorgan LLP January 2010 - October 2012
Squar Milner January 2006 - September 2009
Doan Consulting January 2005 - December 2005
Assured Pharmacy, Inc. January 2004 - December 2004
CCH December 2000 - December 2003
OnAir Streaming Networks June 2000 - December 2000
Corbin & Wertz December 1997 - June 2000
Kelly & Company CPAs December 1996 - December 1997
Skills
GAAP, SEC, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, CPA, QuickBooks, Revenue Recognition, Financial Accounting, Software Revenue..., PCAOB standards, US GAAP, Income Tax, Financial Audits, Accounts Payable, Management, Financial Statements, Accounts Receivable, IFRS, Due Diligence, Tax Preparation, Mergers & Acquisitions, Consolidation, Assurance, Tax, Bookkeeping
Education
California State University-Fullerton 1992 — 1996
BA
Basis 365 Accounting November 2012 - Present
WilsonMorgan LLP January 2010 - October 2012
Squar Milner January 2006 - September 2009
Doan Consulting January 2005 - December 2005
Assured Pharmacy, Inc. January 2004 - December 2004
CCH December 2000 - December 2003
OnAir Streaming Networks June 2000 - December 2000
Corbin & Wertz December 1997 - June 2000
Kelly & Company CPAs December 1996 - December 1997
Skills
GAAP, SEC, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, CPA, QuickBooks, Revenue Recognition, Financial Accounting, Software Revenue..., PCAOB standards, US GAAP, Income Tax, Financial Audits, Accounts Payable, Management, Financial Statements, Accounts Receivable, IFRS, Due Diligence, Tax Preparation, Mergers & Acquisitions, Consolidation, Assurance, Tax, Bookkeeping
Education
California State University-Fullerton 1992 — 1996
BA
Rhett Molitor Rhett Molitor's Corbin & Wertz Experience November 1996 - October 1999
Job Accounting and technology expert providing cloudbased accounting services.
Industry Accounting
Experience
Basis 365 Accounting October 2012 - Present
Infinio Online LLC May 2011 - December 2013
Vathek LLC February 2011 - December 2012
CCH, a Wolters Kluwer business March 2012 - October 2012
CCH, a Wolters Kluwer business April 2001 - March 2012
ePace! Software October 1999 - April 2001
Corbin & Wertz November 1996 - October 1999
Skills
Emerging Technologies, Team Leadership, Visionary, Efficiency Improvement, Cultural Transformation, Identifying New..., Project Execution, Mobile Applications, Software Design, Auditing, Accounting, Social Games, Gamification, QuickBooks, Xero, Bookkeeping, Process Improvement, Workflow Management, Box.net, Product Management, Project Management, Leadership, Sales Operations, Training, SaaS, Strategy, New Business..., Salesforce.com, Entrepreneurship, Professional Services, Mergers & Acquisitions, Management Consulting, Consulting, Strategic Planning, Analysis, Strategic Partnerships, Team Building, Small Business, Product Development
Education
Chapman University 1994 — 1996
Bachelor of Science, Accounting
Orange Coast College 1990 — 1994
Associate of Arts
Basis 365 Accounting October 2012 - Present
Infinio Online LLC May 2011 - December 2013
Vathek LLC February 2011 - December 2012
CCH, a Wolters Kluwer business March 2012 - October 2012
CCH, a Wolters Kluwer business April 2001 - March 2012
ePace! Software October 1999 - April 2001
Corbin & Wertz November 1996 - October 1999
Skills
Emerging Technologies, Team Leadership, Visionary, Efficiency Improvement, Cultural Transformation, Identifying New..., Project Execution, Mobile Applications, Software Design, Auditing, Accounting, Social Games, Gamification, QuickBooks, Xero, Bookkeeping, Process Improvement, Workflow Management, Box.net, Product Management, Project Management, Leadership, Sales Operations, Training, SaaS, Strategy, New Business..., Salesforce.com, Entrepreneurship, Professional Services, Mergers & Acquisitions, Management Consulting, Consulting, Strategic Planning, Analysis, Strategic Partnerships, Team Building, Small Business, Product Development
Education
Chapman University 1994 — 1996
Bachelor of Science, Accounting
Orange Coast College 1990 — 1994
Associate of Arts
Larry Schultz Larry Schultz's Corbin & Wertz Experience July 1992 - November 1998
Job Office Managing Partner, Orange County
Industry Accounting
Experience
Hein & Associates January 2006 - Present
Aerospace and Defense Forum January 2014 - Present
California Society of CPAs/CalCPA Education Foundation September 2009 - Present
Community SeniorServe June 2011 - Present
BDO December 1998 - January 2006
Corbin & Wertz July 1992 - November 1998
Detroit Red Wings 1990 - 1992
Skills
Auditing, Accounting, SEC filings, SSAE 16, NetSuite, SEC reporting, Online Media and..., Life Sciences, Aerospace Industries, Industrial and Energy, Software and Technology
Education
Walsh College 1990 — 1992
Masters, Accounting
Ferris State University 1984 — 1989
BA, Finance
Berkley 1979 — 1982
Hein & Associates January 2006 - Present
Aerospace and Defense Forum January 2014 - Present
California Society of CPAs/CalCPA Education Foundation September 2009 - Present
Community SeniorServe June 2011 - Present
BDO December 1998 - January 2006
Corbin & Wertz July 1992 - November 1998
Detroit Red Wings 1990 - 1992
Skills
Auditing, Accounting, SEC filings, SSAE 16, NetSuite, SEC reporting, Online Media and..., Life Sciences, Aerospace Industries, Industrial and Energy, Software and Technology
Education
Walsh College 1990 — 1992
Masters, Accounting
Ferris State University 1984 — 1989
BA, Finance
Berkley 1979 — 1982
Peter Murray, CPA Peter Murray, CPA's Corbin & Wertz Experience December 1996 - May 1998
Job CPA at Gendron and Henriksen
Industry Accounting
Experience
Gendron and Henriksen December 2014 - Present
Grimard & Associates December 2013 - May 2014
Rogers, Anderson, Malody and Scott, LLP August 2011 - October 2013
Swenson Advisors, LLP November 2010 - April 2011
Kuebler & Associates, CPAs December 2000 - October 2010
Demerjian Associates November 1998 - August 2000
Genske, Mulder & Co. July 1998 - October 1998
Corbin & Wertz December 1996 - May 1998
Skills
Accounting, Tax, Tax Returns, Financial Statements, Customer Service, CPA, General Ledger, Auditing, Bookkeeping, S Corporations, Bank Reconciliation, GAAP, Tax Preparation, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Projections, ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, Lacerte, Microsoft Office, Financial Accounting, Personal Tax Planning, Corporate Tax Planning, Tax Compliance, Income Tax, Financial Reporting, US GAAP
Education
California State University-San Bernardino - College of Business and Public Administration 1993 — 1996
M.B.A., Accounting
California State University-Long Beach - College of Business Administration 1983 — 1987
B.S., Finance and MIS
Gendron and Henriksen December 2014 - Present
Grimard & Associates December 2013 - May 2014
Rogers, Anderson, Malody and Scott, LLP August 2011 - October 2013
Swenson Advisors, LLP November 2010 - April 2011
Kuebler & Associates, CPAs December 2000 - October 2010
Demerjian Associates November 1998 - August 2000
Genske, Mulder & Co. July 1998 - October 1998
Corbin & Wertz December 1996 - May 1998
Skills
Accounting, Tax, Tax Returns, Financial Statements, Customer Service, CPA, General Ledger, Auditing, Bookkeeping, S Corporations, Bank Reconciliation, GAAP, Tax Preparation, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Projections, ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, Lacerte, Microsoft Office, Financial Accounting, Personal Tax Planning, Corporate Tax Planning, Tax Compliance, Income Tax, Financial Reporting, US GAAP
Education
California State University-San Bernardino - College of Business and Public Administration 1993 — 1996
M.B.A., Accounting
California State University-Long Beach - College of Business Administration 1983 — 1987
B.S., Finance and MIS
Joe Anwar, CPA (inactive) Joe Anwar, CPA (inactive)'s Corbin & Wertz Experience 1997 - 2000
Job MPS Specialist at Kyocera Document Solutions
Industry Information Technology and Services
Experience
Kyocera Document Solutions July 2013 - Present
Speed Car Wash September 2005 - July 2012
Kyocera Direct Operations April 2000 - December 2003
Corbin & Wertz 1997 - 2000
Skills
New Business Development, Strategic Partnerships, Management, Sales Operations, Strategy, Sales, Business Development, Business Strategy, Sales Management, Leadership, Marketing Strategy, Managed Print Services, Solution Selling, Selling, Sales Process, Direct Sales, Account Management
Education
San Diego State University-California State University 1999 — 2002
Master's degree, Accounting
San Diego State University-California State University 1983 — 1986
Bachelor's degree, Biology/Biological Sciences, General
Kyocera Document Solutions July 2013 - Present
Speed Car Wash September 2005 - July 2012
Kyocera Direct Operations April 2000 - December 2003
Corbin & Wertz 1997 - 2000
Skills
New Business Development, Strategic Partnerships, Management, Sales Operations, Strategy, Sales, Business Development, Business Strategy, Sales Management, Leadership, Marketing Strategy, Managed Print Services, Solution Selling, Selling, Sales Process, Direct Sales, Account Management
Education
San Diego State University-California State University 1999 — 2002
Master's degree, Accounting
San Diego State University-California State University 1983 — 1986
Bachelor's degree, Biology/Biological Sciences, General
Amy McKinney Amy McKinney's Corbin & Wertz Experience September 1989 - January 1991
Job Senior Acquisition Analyst at Davis Defense Group
Industry Government Administration
Experience
Davis Defense Group August 2015 - Present
Vencore Inc. January 2015 - July 2015
Vencore Inc. November 2013 - January 2015
Vencore Inc. June 2008 - November 2013
Vencore Inc. January 2008 - June 2008
Baxter Healthcare International January 1991 - December 1994
Corbin & Wertz September 1989 - January 1991
Skills
Acquisition Analyst for..., DoD, Security Clearance, Military, Information Assurance, Defense, Navy, Government Contracting, Top Secret, Air Force
Education
University of West Florida - College of Business 1987 — 1989
Bachelors of Arts, Business/Legal Administration, 3.75 GPA
Pensacola State College 1985 — 1987
Associate's Degree, Business, 3.85
Defense Acquisition University
DAWIA Level II certified in Program Management
Comp TIA
Comp TIA Security Plus certified
Davis Defense Group August 2015 - Present
Vencore Inc. January 2015 - July 2015
Vencore Inc. November 2013 - January 2015
Vencore Inc. June 2008 - November 2013
Vencore Inc. January 2008 - June 2008
Baxter Healthcare International January 1991 - December 1994
Corbin & Wertz September 1989 - January 1991
Skills
Acquisition Analyst for..., DoD, Security Clearance, Military, Information Assurance, Defense, Navy, Government Contracting, Top Secret, Air Force
Education
University of West Florida - College of Business 1987 — 1989
Bachelors of Arts, Business/Legal Administration, 3.75 GPA
Pensacola State College 1985 — 1987
Associate's Degree, Business, 3.85
Defense Acquisition University
DAWIA Level II certified in Program Management
Comp TIA
Comp TIA Security Plus certified
Jeff Myers Jeff Myers's Corbin & Wertz Experience 2001 - 2005
Job Accounting and Audit Partner at Wright Ford Young & Company
Industry Accounting
Experience
Wright Ford Young & Company January 2007 - Present
McGladrey & Pullen 2005 - 2007
Corbin & Wertz 2001 - 2005
Kushner Smith Joanou & Gregson 1995 - 2001
Skills
Auditing, GAAP, SEC filings, Internal Controls, Financial Reporting, Accounting, CPA, Income Tax, Financial Analysis, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Accounting, Tax Preparation, Tax, Partnership Taxation, Tax Returns, US GAAP, Tax Advisory, Assurance, Revenue Recognition, Financial Statements, Financial Accounting, Forensic Accounting, Business Tax Planning, Tax Research, General Ledger, Consolidation, Sarbanes-Oxley Act, ProSystem fx Tax, S Corporations, QuickBooks, External Audit, Sarbanes-Oxley, Big 4, Account Reconciliation, SEC Filings, Due Diligence
Education
California State University-Fullerton 1990 — 1994
Bachelor of Science, Business Administration with an emphasis in Accounting
Wright Ford Young & Company January 2007 - Present
McGladrey & Pullen 2005 - 2007
Corbin & Wertz 2001 - 2005
Kushner Smith Joanou & Gregson 1995 - 2001
Skills
Auditing, GAAP, SEC filings, Internal Controls, Financial Reporting, Accounting, CPA, Income Tax, Financial Analysis, Corporate Tax, International Tax, Mergers & Acquisitions, Tax Accounting, Tax Preparation, Tax, Partnership Taxation, Tax Returns, US GAAP, Tax Advisory, Assurance, Revenue Recognition, Financial Statements, Financial Accounting, Forensic Accounting, Business Tax Planning, Tax Research, General Ledger, Consolidation, Sarbanes-Oxley Act, ProSystem fx Tax, S Corporations, QuickBooks, External Audit, Sarbanes-Oxley, Big 4, Account Reconciliation, SEC Filings, Due Diligence
Education
California State University-Fullerton 1990 — 1994
Bachelor of Science, Business Administration with an emphasis in Accounting
Alman Bones Alman Bones's Corbin & Wertz Experience January 1983 - June 1987
Job Tax Principal at Wertz & Company, LLP
Industry Accounting
Experience
Wertz & Company, LLP June 2000 - Present
Yamaha Motor Corporation, USA June 1988 - May 2000
Corbin & Wertz January 1983 - June 1987
Skills
Tax planning, Income Tax, Corporate Tax, Small Business Tax, Financial Planners, Tax Preparation, Strategic Financial..., Small Business, Tax Returns, Tax, Accounting, Estate Tax Planning, High Net Worth..., Personal Tax Planning, Partnership Taxation, Tax Planning, Financial Reporting
Education
De La Salle University
Bachelor of Science (BS), Accounting
Wertz & Company, LLP June 2000 - Present
Yamaha Motor Corporation, USA June 1988 - May 2000
Corbin & Wertz January 1983 - June 1987
Skills
Tax planning, Income Tax, Corporate Tax, Small Business Tax, Financial Planners, Tax Preparation, Strategic Financial..., Small Business, Tax Returns, Tax, Accounting, Estate Tax Planning, High Net Worth..., Personal Tax Planning, Partnership Taxation, Tax Planning, Financial Reporting
Education
De La Salle University
Bachelor of Science (BS), Accounting
Robert Knox Robert Knox's Corbin & Wertz Experience January 1997 - July 2000
Job Sr. Finance Manager at Beckman Coulter a Danaher Company (DHR)
Industry Medical Devices
Experience
Beckman Coulter - a Danaher Company (DHR) November 2011 - Present
Beckman Coulter September 2010 - November 2011
Beckman Coulter May 2007 - September 2010
Beckman Coulter September 2005 - May 2007
Beckman Coulter March 2004 - September 2005
Beckman Coulter February 2003 - March 2004
Beckman Coulter August 2001 - February 2003
Corbin & Wertz January 1997 - July 2000
PNC January 1993 - January 1997
Skills
Strategic Planning, Acquisition Integration, Due Diligence, Mergers, Controller, Accounting, Financial Analysis, Corporate Treasury, Hedging, SEC reporting, SOX, Enterprise Risk..., Medical Devices, Staff Development, Financial Management, Audit, Auditing, Sarbanes-Oxley Act, Managerial Finance, SEC filings, Treasury Management, Forecasting, Leadership, Cross-functional Team..., Mergers & Acquisitions, Treasury, Finance, Cash Flow, Financial Reporting, Financial Audits
Education
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Accounting
University of Delaware 1988 — 1993
BS, Accounting
Beckman Coulter - a Danaher Company (DHR) November 2011 - Present
Beckman Coulter September 2010 - November 2011
Beckman Coulter May 2007 - September 2010
Beckman Coulter September 2005 - May 2007
Beckman Coulter March 2004 - September 2005
Beckman Coulter February 2003 - March 2004
Beckman Coulter August 2001 - February 2003
Corbin & Wertz January 1997 - July 2000
PNC January 1993 - January 1997
Skills
Strategic Planning, Acquisition Integration, Due Diligence, Mergers, Controller, Accounting, Financial Analysis, Corporate Treasury, Hedging, SEC reporting, SOX, Enterprise Risk..., Medical Devices, Staff Development, Financial Management, Audit, Auditing, Sarbanes-Oxley Act, Managerial Finance, SEC filings, Treasury Management, Forecasting, Leadership, Cross-functional Team..., Mergers & Acquisitions, Treasury, Finance, Cash Flow, Financial Reporting, Financial Audits
Education
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Accounting
University of Delaware 1988 — 1993
BS, Accounting
Alan Villanueva Alan Villanueva's Corbin & Wertz Experience 1998 - 2000
Job Tax Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP December 2000 - Present
Corbin & Wertz 1998 - 2000
Deloitte & Touche 1997 - 1998
Ernst & Young December 1987 - December 1996
Skills
Tax Research, Partnership Taxation, CPA, Corporate Tax, Income Tax, SEC filings, Tax Accounting, Tax Advisory, Accounting, Financial Reporting, State Tax, GAAP, Tax, FIN 48, US GAAP, Tax Returns, S Corporations
Education
Golden Gate University 1990 — 1992
Master of Tax, Taxation
California State University-Long Beach - College of Business Administration 1984 — 1986
Bachelor of Science, Accounting
Moss Adams LLP December 2000 - Present
Corbin & Wertz 1998 - 2000
Deloitte & Touche 1997 - 1998
Ernst & Young December 1987 - December 1996
Skills
Tax Research, Partnership Taxation, CPA, Corporate Tax, Income Tax, SEC filings, Tax Accounting, Tax Advisory, Accounting, Financial Reporting, State Tax, GAAP, Tax, FIN 48, US GAAP, Tax Returns, S Corporations
Education
Golden Gate University 1990 — 1992
Master of Tax, Taxation
California State University-Long Beach - College of Business Administration 1984 — 1986
Bachelor of Science, Accounting
Russ Wertz Russ Wertz's Corbin & Wertz Experience 1983 - 2002
Job Chief Executive Officer at Wertz & Company, LLP
Industry Accounting
Experience
SecureDock, LLC 2008 - Present
Wertz & Company, LLP 2002 - Present
Corbin & Wertz 1983 - 2002
Price Waterhouse 1978 - 1983
Education
California State University-Long Beach 1980 — 1982
Masters in Business Administration
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science, Accounting
SecureDock, LLC 2008 - Present
Wertz & Company, LLP 2002 - Present
Corbin & Wertz 1983 - 2002
Price Waterhouse 1978 - 1983
Education
California State University-Long Beach 1980 — 1982
Masters in Business Administration
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science, Accounting
Carol Hink Carol Hink's Corbin & Wertz Experience 1999 - 2002
Job Marketing | Social Media | Business Consultant
Industry Management Consulting
Experience
Flying Bridge 360 2005 - Present
Exotic World Gifts January 2009 - March 2010
Client Advocate Network 2005 - 2007
Executive Compensation Solutions 2002 - 2003
Corbin & Wertz 1999 - 2002
Corbin & Wertz 1997 - 2002
Skills
marketing, social media, green living, Green, Small Business, Entrepreneur, Sustainability, Social Media Marketing, Social Networking, Social Media, Ocean Conservation, Blogging, Entrepreneurship, Marketing, Management, Email Marketing, SEM, Training, Web Marketing, Marketing Communications, WordPress, Strategic Communications, Green Living, Strategy, SEO, Brand Development, Online Marketing
Education
California State University-Long Beach 1991 — 1996
BA
Flying Bridge 360 2005 - Present
Exotic World Gifts January 2009 - March 2010
Client Advocate Network 2005 - 2007
Executive Compensation Solutions 2002 - 2003
Corbin & Wertz 1999 - 2002
Corbin & Wertz 1997 - 2002
Skills
marketing, social media, green living, Green, Small Business, Entrepreneur, Sustainability, Social Media Marketing, Social Networking, Social Media, Ocean Conservation, Blogging, Entrepreneurship, Marketing, Management, Email Marketing, SEM, Training, Web Marketing, Marketing Communications, WordPress, Strategic Communications, Green Living, Strategy, SEO, Brand Development, Online Marketing
Education
California State University-Long Beach 1991 — 1996
BA
Darlene Tangonan Shick, CPA's Corbin & Wertz Experience 2000 - 2003
Job CPA at On "Sabbatical"
Industry Utilities
Experience
On "Sabbatical" June 2011 - Present
Southern CA Edison 2003 - June 2011
Corbin & Wertz 2000 - 2003
Ernst & Young, LLP 1993 - 1995
Skills
Accounting, CPA, Financial Analysis, Technical Accounting..., GAAP, Accounting Research, Sarbanes-Oxley, Budgets, Sarbanes-Oxley Act, Internal Controls, SOX 404, Internal Audit, Tax Preparation, Financial Reporting, Enterprise Risk..., Risk Management, Auditing, Business Process..., Income Tax, QuickBooks, Financial Accounting
Education
California State University-Long Beach 1988 — 1991
BS, Accountancy
On "Sabbatical" June 2011 - Present
Southern CA Edison 2003 - June 2011
Corbin & Wertz 2000 - 2003
Ernst & Young, LLP 1993 - 1995
Skills
Accounting, CPA, Financial Analysis, Technical Accounting..., GAAP, Accounting Research, Sarbanes-Oxley, Budgets, Sarbanes-Oxley Act, Internal Controls, SOX 404, Internal Audit, Tax Preparation, Financial Reporting, Enterprise Risk..., Risk Management, Auditing, Business Process..., Income Tax, QuickBooks, Financial Accounting
Education
California State University-Long Beach 1988 — 1991
BS, Accountancy
Nicolas Pulecio CPA, CGMA's Corbin & Wertz Experience January 2001 - December 2003
Job Partner
Industry Accounting
Experience
CAC Certified Public Accountants & Consultants December 2007 - Present
Anton & Chia LLP 2013 - 2015
Grobstein, Horwath & Company LLP July 2007 - December 2007
McGladrey & Pullen December 2003 - July 2007
Corbin & Wertz January 2001 - December 2003
Skills
Auditing, Accounting, Finance, CPA, Financial Reporting, Assurance, GAAP, SEC Filings, Internal Controls, US GAAP, Valuation, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Corporate Strategy...
Education
University of California, Riverside 1996 — 2000
Bachelor of Science (B.S.), Business Administration / Accounting
Saddleback Community College 1996 — 1998
Riverside Community College 1994 — 1996
CAC Certified Public Accountants & Consultants December 2007 - Present
Anton & Chia LLP 2013 - 2015
Grobstein, Horwath & Company LLP July 2007 - December 2007
McGladrey & Pullen December 2003 - July 2007
Corbin & Wertz January 2001 - December 2003
Skills
Auditing, Accounting, Finance, CPA, Financial Reporting, Assurance, GAAP, SEC Filings, Internal Controls, US GAAP, Valuation, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Corporate Strategy...
Education
University of California, Riverside 1996 — 2000
Bachelor of Science (B.S.), Business Administration / Accounting
Saddleback Community College 1996 — 1998
Riverside Community College 1994 — 1996
Michael O'Flynn's Corbin & Wertz Experience 1999 - 2003
Job CFO
Industry Construction
Experience
Capital Pacific Development Group, Inc. July 2009 - Present
Capital Pacific Homes 2006 - 2009
Ernst & Young 2004 - 2006
Corbin & Wertz 1999 - 2003
Skills
Internal Controls, Financial Reporting, Due Diligence, New Home Sales, Financial Analysis, Team Leadership, Sales Management, Real Estate Development, Marketing Strategy, Real Estate Economics, Investments, Valuation, Real Estate, Budgets, SEC Filings, Strategic Planning
Education
UC Santa Barbara
BA, Economics
Capital Pacific Development Group, Inc. July 2009 - Present
Capital Pacific Homes 2006 - 2009
Ernst & Young 2004 - 2006
Corbin & Wertz 1999 - 2003
Skills
Internal Controls, Financial Reporting, Due Diligence, New Home Sales, Financial Analysis, Team Leadership, Sales Management, Real Estate Development, Marketing Strategy, Real Estate Economics, Investments, Valuation, Real Estate, Budgets, SEC Filings, Strategic Planning
Education
UC Santa Barbara
BA, Economics
Alan Ruben's Corbin & Wertz Experience 1987 - 1991
Job Chief Financial Officer at Orion Risk Management
Industry Construction
Experience
Orion Risk Management February 2015 - Present
Meruelo Group May 2013 - February 2015
DRI Companies 2001 - 2013
Medcom USA 1999 - 2001
Direct Container Line 1997 - 1999
Relsys International 1996 - 1997
Glenn Gelman & Associates 1991 - 1996
Corbin & Wertz 1987 - 1991
Aln J. Ruben, CPA 1983 - 1987
California State University, Fullerton 1983 - 1985
Skills
Financial Analysis, Risk Management, CPA, Construction accounting, Human Resources, Executive Financial..., Solar Energy, Microsoft Excel, Accounting, Auditing, Finance, Financial Accounting, Mergers & Acquisitions, Contract Negotiation, Budgets, Construction Accounting, Financial Reporting, Financial Modeling, Tax, Process Improvement, Cash Management, Business Strategy, Management, Strategic Planning, Internal Controls
Education
University of Southern California 1974 — 1978
BS, Accounting
Cal State University Long Beach 1980 — 1982
MBA, Business
Orion Risk Management February 2015 - Present
Meruelo Group May 2013 - February 2015
DRI Companies 2001 - 2013
Medcom USA 1999 - 2001
Direct Container Line 1997 - 1999
Relsys International 1996 - 1997
Glenn Gelman & Associates 1991 - 1996
Corbin & Wertz 1987 - 1991
Aln J. Ruben, CPA 1983 - 1987
California State University, Fullerton 1983 - 1985
Skills
Financial Analysis, Risk Management, CPA, Construction accounting, Human Resources, Executive Financial..., Solar Energy, Microsoft Excel, Accounting, Auditing, Finance, Financial Accounting, Mergers & Acquisitions, Contract Negotiation, Budgets, Construction Accounting, Financial Reporting, Financial Modeling, Tax, Process Improvement, Cash Management, Business Strategy, Management, Strategic Planning, Internal Controls
Education
University of Southern California 1974 — 1978
BS, Accounting
Cal State University Long Beach 1980 — 1982
MBA, Business
Michael Coley's Corbin & Wertz Experience 1994 - 1997
Job CPA Tax and Accounting
Industry Accounting
Experience
Coley Accountancy January 2011 - Present
SingerLewak LLP December 2008 - January 2011
Glenn M. Gelman & Associates July 1997 - November 2008
Corbin & Wertz 1994 - 1997
Education
Golden Gate University 1994 — 1997
Master of Science, Taxation
California State University-Fullerton 1983 — 1986
Bachelor of Arts, Finance
Coley Accountancy January 2011 - Present
SingerLewak LLP December 2008 - January 2011
Glenn M. Gelman & Associates July 1997 - November 2008
Corbin & Wertz 1994 - 1997
Education
Golden Gate University 1994 — 1997
Master of Science, Taxation
California State University-Fullerton 1983 — 1986
Bachelor of Arts, Finance