Deleon and Stang CPA's and Advisors
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Deleon and Stang CPA's and Advisors Employees
Employee
Years
Job
Industry
Brett Friedman, CFP® Brett Friedman, CFP®'s Deleon and Stang CPA's and Advisors Experience January 2006 - Present
Job Creative Problem Solver/ Financial Expert/ Outsourced Accountant/ Planner/ Advisor/ Adviser/ Benefit Plan Designer
Industry Investment Management
Experience
DeLeon and Stang CPAs and Advisors January 2006 - Present
Peak Investment Advisors, Inc January 2006 - Present
The Arc of Montgomery County August 2013 - Present
Peak Insurance and Benefit Solutions, LLC January 2006 - Present
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Tax Preparation, Investment Advisory, Financial Planners, Investments, Financial Advisory, IRAs, Portfolio Management, Employee Benefits, Tax, Certified Financial..., Asset Allocation, Securities, Finance, High Net Worth..., Investment Management, Financial Planning, Retirement, Life Insurance, Corporate Tax, Insurance, 401k, Long-term Care, Income Tax, Business Tax Planning, Estate Tax Planning
Education
Georgetown University 2007 — 2008
Personal Financial Planning, Financial Planning
Towson University 2001 — 2005
BA, Business/Finance
Thomas S. Wootton High School 1998 — 2001
DeLeon and Stang CPAs and Advisors January 2006 - Present
Peak Investment Advisors, Inc January 2006 - Present
The Arc of Montgomery County August 2013 - Present
Peak Insurance and Benefit Solutions, LLC January 2006 - Present
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Tax Preparation, Investment Advisory, Financial Planners, Investments, Financial Advisory, IRAs, Portfolio Management, Employee Benefits, Tax, Certified Financial..., Asset Allocation, Securities, Finance, High Net Worth..., Investment Management, Financial Planning, Retirement, Life Insurance, Corporate Tax, Insurance, 401k, Long-term Care, Income Tax, Business Tax Planning, Estate Tax Planning
Education
Georgetown University 2007 — 2008
Personal Financial Planning, Financial Planning
Towson University 2001 — 2005
BA, Business/Finance
Thomas S. Wootton High School 1998 — 2001
Raphael Djoko, CPA Raphael Djoko, CPA's Deleon and Stang CPA's and Advisors Experience January 2010 - April 2011
Job Assurance at EY
Industry Accounting
Experience
EY July 2014 - Present
Ernst & Young October 2011 - July 2014
Deleon and Stang CPA's and Advisors January 2010 - April 2011
Skills
Auditing, Accounting, Financial Reporting, QuickBooks, Tax Preparation, Microsoft Excel, Financial Analysis, Access, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Assurance, Accounts Payable, Financial Audits, Accounts Receivable, Account Reconciliation, Fixed Assets, Tax, Income Tax, Tax Returns, US GAAP, GAAP
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor's, Accounting
Montgomery College 2007 — 2009
Associate, Business
Blinn College
Blinn College
EY July 2014 - Present
Ernst & Young October 2011 - July 2014
Deleon and Stang CPA's and Advisors January 2010 - April 2011
Skills
Auditing, Accounting, Financial Reporting, QuickBooks, Tax Preparation, Microsoft Excel, Financial Analysis, Access, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Assurance, Accounts Payable, Financial Audits, Accounts Receivable, Account Reconciliation, Fixed Assets, Tax, Income Tax, Tax Returns, US GAAP, GAAP
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor's, Accounting
Montgomery College 2007 — 2009
Associate, Business
Blinn College
Blinn College
Natasha Dhalla, CPA Natasha Dhalla, CPA's Deleon and Stang CPA's and Advisors Experience September 2011 - December 2011
Job Senior Cost Accountant at Navy Federal Credit Union
Industry Accounting
Experience
Navy Federal Credit Union June 2015 - Present
Stanley Black & Decker September 2013 - May 2015
Grant Thornton LLP January 2012 - July 2013
Deleon and Stang CPA's and Advisors September 2011 - December 2011
Deleon and Stang CPA's and Advisors July 2009 - August 2011
Skills
Tax Preparation, Accounting, Tax, GAAP, QuickBooks, Financial Accounting, CPA, Auditing, Internal Controls, Financial Statements, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation
Education
University of Maryland - Robert H. Smith School of Business
Bachelors, Accounting
Navy Federal Credit Union June 2015 - Present
Stanley Black & Decker September 2013 - May 2015
Grant Thornton LLP January 2012 - July 2013
Deleon and Stang CPA's and Advisors September 2011 - December 2011
Deleon and Stang CPA's and Advisors July 2009 - August 2011
Skills
Tax Preparation, Accounting, Tax, GAAP, QuickBooks, Financial Accounting, CPA, Auditing, Internal Controls, Financial Statements, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation
Education
University of Maryland - Robert H. Smith School of Business
Bachelors, Accounting
Grecia Sandoval Grecia Sandoval's Deleon and Stang CPA's and Advisors Experience February 2014 - Present
Job Staff Accountant at Deleon and Stang CPA's and Advisors
Industry Accounting
Experience
Deleon and Stang CPA's and Advisors February 2014 - Present
Bank of America 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Time Management, Customer Service, Strategic Planning, Finance, Financial Analysis
Education
Montgomery College 2013 — 2015
Business Administration and Management, General
Seneca Valley High School 2002 — 2006
High School Diploma
Deleon and Stang CPA's and Advisors February 2014 - Present
Bank of America 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Time Management, Customer Service, Strategic Planning, Finance, Financial Analysis
Education
Montgomery College 2013 — 2015
Business Administration and Management, General
Seneca Valley High School 2002 — 2006
High School Diploma
Haris Rawasia Haris Rawasia's Deleon and Stang CPA's and Advisors Experience January 2009 - April 2009
Job Technology Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte March 2015 - Present
PwC July 2014 - March 2015
PwC August 2011 - June 2014
PricewaterhouseCoopers June 2010 - August 2010
Deleon and Stang CPA's and Advisors January 2009 - April 2009
Morgan Stanley October 2005 - June 2006
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master's Degree, Information Technology
University of Maryland College Park 2009 — 2010
BA, Economics
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Accounting
Deloitte March 2015 - Present
PwC July 2014 - March 2015
PwC August 2011 - June 2014
PricewaterhouseCoopers June 2010 - August 2010
Deleon and Stang CPA's and Advisors January 2009 - April 2009
Morgan Stanley October 2005 - June 2006
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master's Degree, Information Technology
University of Maryland College Park 2009 — 2010
BA, Economics
University of Maryland - Robert H. Smith School of Business 2006 — 2010
BS, Accounting
Najaf Malik's Deleon and Stang CPA's and Advisors Experience June 2012 - August 2012
Job Analyst II at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2014 - 2014
OpenText May 2013 - December 2013
Deleon and Stang CPA's and Advisors June 2012 - August 2012
Skills
Stocks, Investments, Econometrics, Financial Analysis, Research, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Valuation, Data Analysis, Accounting, Finance, Leadership, Corporate Finance
Education
University of Maryland College Park 2010 — 2013
Economics
Morgan Stanley 2014 - Present
Morgan Stanley 2014 - 2014
OpenText May 2013 - December 2013
Deleon and Stang CPA's and Advisors June 2012 - August 2012
Skills
Stocks, Investments, Econometrics, Financial Analysis, Research, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Valuation, Data Analysis, Accounting, Finance, Leadership, Corporate Finance
Education
University of Maryland College Park 2010 — 2013
Economics
Bradly Hoffman, CPA Bradly Hoffman, CPA's Deleon and Stang CPA's and Advisors Experience November 2012 - Present
Job Partner and Director of VA operations Deleon & Stang, CPAs and Advisors
Industry Accounting
Experience
Deleon and Stang CPA's and Advisors November 2012 - Present
Yount, Hyde & Barbour, PC September 2006 - November 2012
Skills
CPA, Tax Research, Small Business, Tax Accounting, Management Consulting, Strategic Planning
Education
Shepherd University 1995 — 2000
BS, Accounting & Business Management
Shepherd University
Bachelor of Science (B.S.), Accounting
Deleon and Stang CPA's and Advisors November 2012 - Present
Yount, Hyde & Barbour, PC September 2006 - November 2012
Skills
CPA, Tax Research, Small Business, Tax Accounting, Management Consulting, Strategic Planning
Education
Shepherd University 1995 — 2000
BS, Accounting & Business Management
Shepherd University
Bachelor of Science (B.S.), Accounting
JANET GORDEN JANET GORDEN's Deleon and Stang CPA's and Advisors Experience 2011 - 2013
Job Accounting & Tax Manager at Steven M. Katz, CPA
Industry Accounting
Experience
Steven M. Katz, CPA July 2014 - Present
Bormel Grice & Huyett, P.A. 2013 - 2014
Deleon and Stang CPA's and Advisors 2011 - 2013
Greenwood and Associates 2007 - 2010
Mercer, Flanagan and Company January 2002 - June 2007
Mid Atlantic Medical Services Inc March 2000 - December 2001
Ernst & Young, LLP 1997 - 2000
State of Maryland, Office of Legislative Audits 1995 - 1997
Skills
Auditing, Accounting, General Ledger, Internal Controls, Tax Preparation, Internal Audit, QuickBooks, Tax, Financial Statements, Finance, Payroll
Education
University of Maryland Baltimore County 1991 — 1994
BACHELOR OF ARTS, ECONOMICS
Steven M. Katz, CPA July 2014 - Present
Bormel Grice & Huyett, P.A. 2013 - 2014
Deleon and Stang CPA's and Advisors 2011 - 2013
Greenwood and Associates 2007 - 2010
Mercer, Flanagan and Company January 2002 - June 2007
Mid Atlantic Medical Services Inc March 2000 - December 2001
Ernst & Young, LLP 1997 - 2000
State of Maryland, Office of Legislative Audits 1995 - 1997
Skills
Auditing, Accounting, General Ledger, Internal Controls, Tax Preparation, Internal Audit, QuickBooks, Tax, Financial Statements, Finance, Payroll
Education
University of Maryland Baltimore County 1991 — 1994
BACHELOR OF ARTS, ECONOMICS
Lindsey Labus-Kunkel, CPA Lindsey Labus-Kunkel, CPA's Deleon and Stang CPA's and Advisors Experience January 2010 - April 2010
Job Senior Accountant Revenue Recognition at Avendra LLC
Industry Accounting
Experience
Avendra LLC May 2015 - Present
Avendra LLC August 2014 - April 2015
CliftonLarsonAllen January 2012 - August 2014
Clifton Gunderson LLP June 2011 - December 2011
Deleon and Stang CPA's and Advisors January 2010 - April 2010
QSSI September 2009 - January 2010
Skills
Accounting, Assurance, Auditing, Financial Accounting, Financial Audits, External Audit, General Ledger, CPA, US GAAP, Financial Reporting, GAAP, Financial Statements, Internal Controls, Account Reconciliation, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Accounting
Avendra LLC May 2015 - Present
Avendra LLC August 2014 - April 2015
CliftonLarsonAllen January 2012 - August 2014
Clifton Gunderson LLP June 2011 - December 2011
Deleon and Stang CPA's and Advisors January 2010 - April 2010
QSSI September 2009 - January 2010
Skills
Accounting, Assurance, Auditing, Financial Accounting, Financial Audits, External Audit, General Ledger, CPA, US GAAP, Financial Reporting, GAAP, Financial Statements, Internal Controls, Account Reconciliation, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Accounting
Oliver Cline-Thomas Oliver Cline-Thomas's Deleon and Stang CPA's and Advisors Experience 2008 - 2011
Job Manager, Financial Planning & Analysis at Fannie Mae
Industry Financial Services
Experience
Fannie Mae 2015 - Present
E*TRADE Financial Corporation 2012 - 2015
Deleon and Stang CPA's and Advisors 2008 - 2011
Deleon and Stang CPA's and Advisors 2007 - 2008
Deleon and Stang CPA's and Advisors 2006 - 2007
Skills
Corporate Tax, QuickBooks, Account Reconciliation, General Ledger, Microsoft Excel, GAAP, Personal Income Tax..., Corporate Tax Planning, Financial Analysis, Oracle Applications, Hyperion Enterprise, Peachtree, UltraTax CS, Creative Solutions..., Financial Statement..., Compilation Of..., Month End Close, Small Business Tax, FAR, Microsoft Office, Basel II, Budgeting, Forecasting, ALM, Financial Modeling, Consolidation, Budgets
Education
University of Maryland College Park 2001 — 2005
Bachelors of Science, Accounting
Fannie Mae 2015 - Present
E*TRADE Financial Corporation 2012 - 2015
Deleon and Stang CPA's and Advisors 2008 - 2011
Deleon and Stang CPA's and Advisors 2007 - 2008
Deleon and Stang CPA's and Advisors 2006 - 2007
Skills
Corporate Tax, QuickBooks, Account Reconciliation, General Ledger, Microsoft Excel, GAAP, Personal Income Tax..., Corporate Tax Planning, Financial Analysis, Oracle Applications, Hyperion Enterprise, Peachtree, UltraTax CS, Creative Solutions..., Financial Statement..., Compilation Of..., Month End Close, Small Business Tax, FAR, Microsoft Office, Basel II, Budgeting, Forecasting, ALM, Financial Modeling, Consolidation, Budgets
Education
University of Maryland College Park 2001 — 2005
Bachelors of Science, Accounting
Dan Dellon, CPA, ABV, CFF's Deleon and Stang CPA's and Advisors Experience December 2012 - Present
Job Extraordinary Client Service in the Tax and Consulting Areas
Industry Accounting
Experience
Deleon and Stang CPA's and Advisors December 2012 - Present
Squire, Lemkin + Company, LLP November 2008 - December 2012
Skills
Accounting, Tax, QuickBooks, CPA, Auditing, Financial Reporting, GAAP, Tax Preparation, Corporate Tax, Income Tax, Tax Accounting, Financial Accounting, Partnership Taxation, Financial Statements, Tax Research, Internal Controls, Tax Returns, US GAAP
Education
University of Maryland College Park 1983 — 1987
B.S., Accounting
Deleon and Stang CPA's and Advisors December 2012 - Present
Squire, Lemkin + Company, LLP November 2008 - December 2012
Skills
Accounting, Tax, QuickBooks, CPA, Auditing, Financial Reporting, GAAP, Tax Preparation, Corporate Tax, Income Tax, Tax Accounting, Financial Accounting, Partnership Taxation, Financial Statements, Tax Research, Internal Controls, Tax Returns, US GAAP
Education
University of Maryland College Park 1983 — 1987
B.S., Accounting