Early Growth Financial Services
Address: 2033 Gateway Pl, San Jose, CA 95110 Phone: (415) 234-3437: : Category: : : Place name: Website: : : Hours: Website: http://earlygrowthfinancialservices.com/ Category: Corporate office 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. Questions & answers Ask a questionBe the first to ask a question
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Early Growth Financial Services Employees
Beanstock September 2014 - January 2015
Early Growth Financial Services September 2013 - September 2014
Wells Fargo December 2011 - July 2013
Capstone Advisory Group May 2010 - August 2010
Skills
Cash Flow Management, Payments, Financial Analysis, Finance, Financial Modeling, Valuation, Forecasting, Investments, Accounting, Microsoft Excel, Risk Management, Team Leadership, Business Strategy, Start-ups
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration, Finance & Entrepreneurship
Loyola Marymount University 2006 — 2010
Bachelor of Science, Accounting
Golden Mean Financial Services January 2014 - Present
Early Growth Financial Services March 2013 - December 2013
Bay Sherman & Craig, LLP 2005 - 2013
Santa Monica Museum of Art 2003 - 2005
Skills
Accounting, Tax, Finance, Strategic Financial..., Financial Analysis, Small Business, Cash Flow, QuickBooks, Retirement, Financial Reporting, Estate Planning, Retirement Planning, Public Speaking, Microsoft Excel, Microsoft Office, Life Coaching, Business Coaching, Coaching
Education
Norwich University
MFA, Fine and Studio Arts
California State University-Fullerton
BFA, Fine and Studio Arts
Early Growth Financial Services March 2015 - Present
Annico Accounting Inc. January 2009 - Present
The Bradford Group 2012 - 2013
Evmar Inc. 2009 - 2012
Association Management Center January 2006 - December 2009
Anixter 2005 - 2006
Smith Bucklin 2002 - 2005
Skills
Accounting, Accounts Payable, Cost Accounting, Account Reconciliation, Financial Reporting, Monthly Close, Accounts Receivable, CMA, Bookkeeping, Consolidation, CPA, Accruals, Balance, Sales Tax, Consulting, Financial Accounting
Education
DePaul University 1999 — 2003
Bachelors of Science, Accounting
Early Growth Financial Services September 2012 - Present
Intuvo May 2010 - Present
New Venture Support, Inc. December 2008 - Present
Dexterra Inc. June 2002 - October 2008
Corollary Solutions October 2001 - June 2002
Conxion November 2000 - September 2001
Brigade Corporation June 1999 - October 2000
Telepost Inc. January 1999 - June 1999
Techmar November 1996 - December 1998
Softbank Inc. July 1991 - November 1996
Skills
Software/SaaS companies, International setup, M&A experience, Revenue Recognition, Financial Control, Financial Planning, Financial Modeling, Equity Funding, SaaS, Enterprise Software, Mergers, Financial Audits, Cross-functional Team..., Start-ups, Strategic Financial..., Start-up Formation, Entrepreneurial Finance, Start-up Support, Mergers & Acquisitions, Management Consulting, Executive Management, Business Strategy, Strategic Planning, Management, Managerial Finance, Finance, Venture Capital, Integration, Outsourcing, Budgets, Analysis, Investments
Education
San Jose State University
BS, Business-Finance
Santa Clara University
MBA, International Business
Early Growth Financial Services June 2015 - Present
United States Bankruptcy Court, Northern California April 2011 - June 2015
Insight Out Life Coaching October 2006 - August 2012
Intrax Cultural Exchange December 1999 - April 2007
Massey University February 1998 - November 1999
Skills
Coaching, Leadership, Career Development, Recruiting, Training, Public Speaking, Management, Marketing, Staff Development, Nonprofits, Leadership Development, Teaching, Business Development, Entrepreneurship, Strategy, Program Management, Team Building, Organizational..., Strategic Planning, Management Consulting, Small Business, Marketing Strategy, Public Relations, Conflict Resolution, Fundraising, Time Management, Marketing Communications, Workshop Facilitation, Data Analysis, Process Improvement, Operations Management, Policy, Employee Training, Onboarding, Event Planning
Education
New Ventures West 2000 — 2007
Professional Certified Coach, Integral Life Coaching
San Francisco State University 1996 — 2001
MA Education, Education- Adult Education
Massey University 1998 — 1999
Anthropology
Tulane University 1988 — 1992
Bachelor's degree, Sociology
University College Dublin 1990 — 1991
Psychology
Early Growth Financial Services October 2011 - Present
Sunnyvale Windustrial July 2008 - November 2011
Mervyns November 2007 - July 2008
Skills
QuickBooks, Office Management, Accounts Payable, Customer Service, Microsoft Office, Administrative..., Accounts Receivable, Accounting, Invoicing, Account Reconciliation, Start-ups, Financial Accounting, Sales, Microsoft Excel
Education
Del Mar High School 2003 — 2007
High School Diploma
De Anza College
Associate of Science (A.S.), Paralegal Studies, Accounting
Early Growth Financial Services November 2012 - Present
PosePrints January 2007 - Present
Various January 1999 - November 2012
Skills
Entrepreneurship, Financial Accounting, Cloud Applications, Office Administration, Start-ups, Social Media, Social Networking, Small Business, New Business Development, Product Marketing, Financial Statements, CPA, Office Management, Full-Charge Bookkeeping, Accounting, High-Tech Industry, E-commerce, General Ledger
Education
Golden Gate University
MS, Taxation
Penn State
Bachelor's Degree, Business Administration and Management, General
Early Growth Financial Services March 2015 - July 2015
energy.me November 2013 - October 2014
energy.me May 2013 - October 2013
Energy.Me 2012 - 2012
Field Trip Factory July 2011 - December 2011
Dalco Metals, Inc. October 2006 - October 2010
BMO Capital Markets November 2002 - June 2006
Skills
Financial Analysis, Budgeting, Financial Reporting, Forecasting, Cash Flow, Cash Management, P&L, Strategic Planning, Financial Modeling, Accounting, Analysis, Business Strategy, Corporate Finance, Business Valuation, Finance, Strategic Financial..., Income Statement, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
EMBA
Marquette University 1995 — 1999
Business, International Business, Finance, Spanish
Anova Culinary May 2014 - Present
Get Fresh June 2014 - Present
Startups 2012 - Present
Startup Ski Bus 2012 - Present
Early Growth Financial Services November 2013 - November 2014
RocketSpace Inc. January 2012 - December 2013
Northstar at Tahoe 2011 - 2013
Skills
Start-ups, Leadership, Entrepreneurship, Management, Public Speaking, Business Development, Program Management, Social Media, Nonprofits, Strategic Partnerships, Social Media Marketing, Sales, Time Management, Start-up Environments, Project Management, Teaching, Fundraising, Team Leadership, Strategic Planning, Venture Capital, Start-up Environment, Project Planning, Customer Service, Building Strong Teams, Start-up Operations, Business Planning, Market Research, Cross-functional Team..., Start-up Consulting, Business Process, Volunteer Recruiting, Non-profits, Event Planning, Social Networking, Editing, High Performance Teams, Open Networker, Public Relations, Budgets, Recruiting, Human Resources
Education
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Management, Project Management, Business, Printing
Redwood High School
Early Growth Financial Services November 2014 - Present
Pivotal Procurement October 2013 - July 2014
Crecera Finance Management Company LLC June 2007 - June 2011
English Just For You March 2006 - May 2007
Skills
International Relations, Foreign Policy, English, Spanish, International..., Intercultural..., Diplomacy, Government, Report Writing, Qualitative Research, Analysis, Research, Editing, Public Speaking, Social Media, Project Management, Finance, Business Development, Management, Strategic Planning
Education
University of Melbourne 2011 — 2013
Master's Degree, International Relations
University of California, Los Angeles 2000 — 2004
Bachelor's Degree, Cognitive Science with Specialization in Computing, Minor in Political Science
Campolindo High School 1996 — 2000
JS Sullivan Development, LLC January 2015 - Present
Supercrease, Inc. October 2009 - December 2014
Early Growth Financial Services July 2013 - March 2014
Bella Bookkeeping August 2005 - December 2009
Novalogic December 2004 - July 2005
SpecPlus January 2001 - December 2004
Rotor Communications January 2000 - December 2000
Education
University of California, Riverside
BA, Psychology, Business Minor
Early Growth Financial Services September 2014 - Present
Tech Coast Angels October 2013 - Present
Ventura Ventures Technology Center (V2TC) August 2013 - Present
Ventura BioCenter August 2013 - Present
California State University at Channel Islands, Business & Technology Partnership July 2013 - Present
Cal-X Stars Business Accelerator May 2014 - May 2015
MIT Enterprise Forum of the Central Coast May 2013 - May 2015
TechCXO March 2013 - September 2014
California Forward August 2013 - August 2014
BioScience Alliance February 2012 - August 2013
Skills
Start-ups, Accounting, Management Consulting, Small Business, Strategic Planning, Financial Modeling, Mergers, Business Strategy, Venture Capital, Financial Analysis, Mergers & Acquisitions
Education
University of California, Los Angeles 1977 — 1982
BA, Economics
ForeScout Technologies September 2012 - Present
Eyeona October 2011 - October 2012
Early Growth Financial Services May 2012 - September 2012
PRA Group (Nasdaq: PRAA) July 2008 - December 2010
Muniservices, LLC June 2000 - June 2008
Muniservices, LLC January 1999 - May 2000
MultiGen, Inc. June 1997 - December 1999
Recology May 1995 - June 1997
Recology January 1994 - May 1995
KPMG US September 1991 - December 1993
Skills
Executive Leadership, Strategic Planning, Strategic Partnering, P&L Analysis, Contract Negotiations, Business Models & Plans, Budgeting, Restructuring, Due Diligence, Fund Raising, Mergers & Acquisitions, Systems Conversions &..., Team Building, Big 4, SaaS, Fundraising, Contract Negotiation, Budgets, Mergers, Strategic Partnerships, Leadership, Management, Business Development, Finance, Accounting, Forecasting, Managerial Finance, Revenue Recognition, Competitive Analysis, Strategy
Education
California State University, Fresno 1986 — 1991
BS, Business Admin, Accounting
Certified Public Accountant, California
Private Family Office January 2007 - Present
Guardian Global Technologies, Inc. February 2010 - December 2013
Early Growth Financial Services October 2012 - August 2013
Avalon Holdings January 2000 - December 2002
Panattoni Development January 1997 - December 1999
Westfield Corporation January 1994 - December 1996
Heron Financial January 1991 - December 1993
Glendale Federal Bank/GlenFed Development January 1988 - December 1990
Maxxam, Inc. July 1982 - July 1988
PriceWaterhouseCoopers July 1980 - June 1982
Skills
Part-Time CFO Services, Start-ups, Business Strategy, High Net Worth..., Family Office, Investments, Financial Reporting, Tax Advisory, Real Estate, Strategy, Tax, Management, Entrepreneurship, Valuation, Finance, Asset Management, Mergers & Acquisitions, Equities, Corporate Finance, Leadership, Mergers, Strategic Planning, Strategic Partnerships, Business Development, Portfolio Management, Commercial Real Estate
Education
University of California, Los Angeles 1976 — 1980
Bachelors, Business Economics
Palisades High School 1975 — 1976
Yes!, General
Business Consultant June 2015 - Present
Early Growth Financial Services January 2012 - May 2015
Alchemy Ventures, Inc. March 2010 - September 2011
DR Stephens & Co January 2008 - October 2009
U.S. Advisors August 2004 - February 2008
Hispanic Scholarship Fund 2003 - 2004
Vintara 2000 - 2003
Preferred Capital Markets 1990 - 1999
Duke Options & Equities 1987 - 1990
Consolidated Capital 1984 - 1986
Skills
Budgeting, Financial Accountability, Restructuring, Venture Capital, Investments, Operations Management, Regulatory Reporting, Financial Analysis, Business Analysis, Budgets, Corporate Finance, Start-ups, Risk Management, Business Development, Strategy, Financial Reporting, Mergers & Acquisitions, Financial Accounting, Private Equity, Finance, Strategic Financial..., Portfolio Management, Business Strategy, Due Diligence, Forecasting, Accounting, Corporate Development, Management Consulting, Executive Management, Analysis, Valuation, Options, Asset Management, Financial Modeling, Financial Services, Management, Managerial Finance, Investor Relations, Alternative Investments, Hedge Funds, Acquisition Integration, Business Process..., Capital Markets, Equities, Investment Banking, Strategic Partnerships, Private Placements, Securities
Education
Duke University 1976 — 1980
B.S., Managerial Science
University School 1973 — 1976
Early Growth Financial Services November 2013 - Present
Athleta September 2007 - October 2013
MindBox 2000 - 2006
Skills
Trend Analysis, Forecasting, Retail, Apparel, P&L, Budgeting & Forecasting
Education
University of Phoenix - Online 2003 — 2005
MBA, Accounting
CSU Sacramento 1986 — 1989
BS, Physical Education/Psychology
We Can Handle That! March 2002 - Present
Early Growth Financial Services 2009 - Present
ProMatch - Silicon Valley August 2009 - November 2009
ProMatch June 2009 - August 2009
Electric Cloud, Inc. June 2006 - June 2008
RivalWatch June 2003 - May 2006
Veridicom, Inc. 1997 - 2003
SGI (Silicon Graphics, Inc.) 1986 - 1997
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Accounting, Office Management, General Ledger, Benefits Administration, Human Resources, Payroll, Cash Flow, Start-ups, Management, Team Building, Employee Benefits, Auditing, Finance
Education
Northern Illinois University - College of Business 1969 — 1976
Bachelor of Science (BS), Business Administration and Management, General
University of California, Santa Cruz 2008 — 2008
Certified Bookkeeper
OfficeNinjas June 2015 - Present
Facilities First May 2014 - Present
Not Just Asana July 2013 - Present
Early Growth Financial Services October 2010 - October 2013
Sunnyvale Windustrial April 2008 - November 2010
Ferguson Enterprises 2006 - 2008
Skills
Project Management, QuickBooks, Event Planning, Outlook, Accounts Receivable, Accounts Payable, System Administration, Human Resources, Administrative..., Accounting, Customer Service, Purchasing, Process Scheduler, Time Management, Management, Business Development, Microsoft Word, Oral & Written..., Office Management, Budgets, Team Building, Interviews, Data Entry, Microsoft Office, Leadership, Research, Recruiting, Marketing, Payroll, Training, Hiring, Microsoft Excel, Employee Benefits, Social Networking, Benefits Administration, Administration, Administrative..., Invoicing
Education
San Francisco State University
Early Growth Financial Services October 2013 - October 2014
BD Consulting and Investigation January 2012 - May 2013
AVA Entertainment June 2010 - 2012
Consulting Professional Associates March 2011 - December 2011
Skills
Cash Flow Forecasting, Start-ups, Strategic Planning, Business, Business Development, Financial Analysis, Turn Around Management, Accounting, Financial Reporting
Education
San Jose State University 1980 — 1983
Bachelor of Science (BS), Accounting
Timothy C. Maher, CPA July 1998 - Present
Early Growth Financial Services March 2013 - April 2015
Basic Media, Inc. April 2008 - May 2009
Rentech 2007 - 2008
Salus Health Group, Inc. August 2006 - September 2007
Global Gaming League 2004 - 2006
C-3D Digital, Inc. November 2001 - July 2002
Pulse Entertainment 1997 - 1998
Skills
Finance, Financial Analysis, Accounting, Mergers & Acquisitions, Financial Reporting, Forecasting, Due Diligence, Tax, Start-ups, Strategic Planning, Mergers, Strategy, Budgets, SEC filings, Business Planning
Education
St. Cloud State University 1979 — 1983
B.S., Accounting
St. Cloud State University 1979 — 1983
Early Growth Financial Services September 2015 - Present
Celerant Technology July 2014 - September 2015
Fender Musical Instruments May 2012 - July 2014
KHS America May 2010 - April 2012
Renderosity January 2008 - May 2010
Fujitsu September 2006 - December 2007
Best Buy 2003 - 2007
BottleRocket Sports and Entertainment Marketing March 2006 - September 2006
Skills
Social Media, B2C eCommerce, SEO, E-commerce, Media Planning, Event Management, Web Analytics, Social Networking, Copywriting, Computer Hardware, Public Relations, Advertising, New Media, Marketing Communications, Social Media Marketing, Web Design, Direct Marketing, Marketing, Market Research, Trade Shows, Email Marketing, Management
Education
The University of Memphis 1999 — 2005
Bachelors, Marketing Management
Wong Lau & Powell Tax Solutions 2010 - Present
Early Growth Financial Services 2015 - 2015
ernst & young LLP May 2005 - September 2014
Macy's August 1999 - December 1999
Skills
Accounting, Financial Analysis, Microsoft Excel, Pivot Tables, Vlookup, Create, Edit on MACRO, Microsoft Office, Microsoft Word, PowerPoint, Friendly Personality, Fluent in speaking,..., Comfortable in working..., Finance, Financial Accounting, Account Reconciliation, Financial Modeling, Financial Reporting, Budgets, US GAAP, Managerial Finance
Education
University of San Francisco 1999 — 2003
BSBA, Finance & Marketing
Golden Gate University 2008 — 2008
Taxation
Notre Dame de Namur University 2007 — 2007
Accounting
Early Growth Financial Services 2015 - Present
Guidewire Software 2010 - Present
Natus Medical Inc. 2007 - 2010
Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, Tax Accounting, International Tax, Corporate Tax, Tax, Financial Reporting, Auditing, Accounting, Transfer Pricing, Income Tax, GAAP, Finance, CPA, Analysis, US GAAP, Revenue Recognition, Tax Advisory, SEC Filings
Education
CPA-California 1995 — 1997
Golden Gate University 1995 — 1997
MS, Taxation
University of the Pacific
Bachelor's Degree, Accounting and Business/Management
Early Growth Financial Services September 2015 - Present
MRV Business Solutions March 2012 - Present
Effective Graphics, Inc November 2001 - February 2012
Survivors of the Shoah Visual History Foundation July 2000 - November 2001
Santa Monica Studios June 1992 - June 2000
The Easter Seal Society June 1990 - May 1992
AFSAC Air Freight, Inc February 1987 - June 1990
Skills
Quickbooks, Excel, Word, Turbo Tax, Fixed Asset Management, General Ledger, MIS, Administration, Employee Benefits, Risk Management, Accounts Payable, Accounts Receivable, Microsoft Office, Corporate Finance, Human Relations, Sales Tax, Accounting, Budgeting, Financial Reporting, Forecasting, Financial Analysis, Strategic Planning, Payroll, Outlook, Financial Planning, Financial Management, Inventory Management, Bookkeeping, Problem Solving, Business Planning, Process Improvement, Cash Flow, Spreadsheets, Cash Management, Financial Accounting, Non-profits, Small Business, Compliance, Payroll Processing, Business Strategy, Account Reconciliation, Team Building, Microsoft Word, Budgets, Microsoft Excel, QuickBooks, Strategic Financial..., Nonprofits, System Administration, Management
Education
New York Institute of Technology 1976 — 1978
Business
Nassau Community College 1974 — 1976
Associate of Arts and Sciences (A.A.S.), Business/Marketing
Early Growth Financial Services April 2015 - Present
Collective Real Estate Management January 2015 - Present
The Refinery AV June 2012 - Present
Van Dyk & Associates, A Professional Corporation July 2010 - October 2011
Ybarra & Gillespie, CPA's LLP June 2007 - June 2010
Skills
Financial Reporting, Auditing
Education
California State University-San Bernardino
Early Growth Financial Services August 2015 - Present
LAM & Associates Consulting 2004 - March 2015
The Strategic CFO 2003 - 2004
WM Home Fashions, Inc. 2001 - 2003
LC Photography 1999 - 2001
DPS, Inc. 1994 - 2001
Worrell, Poole & Company, CPA Firm 1990 - 1994
Skills
Due Diligence, Accounting, Risk Management, Financial Reporting, Cash Management, Internal Controls, Financial Analysis, Cash Flow, Managerial Finance, Financial Modeling, Strategic Financial..., Finance, Financial Accounting, Auditing, Entrepreneurship, Financial Planning, Strategic Planning, Small Business
Education
University of Southern Mississippi 1986 — 1990
BS, ACCOUNTING
Ashford University
In Process of Masters, Business
Beta Alpha Psi November 2014 - Present
PwC June 2015 - August 2015
Early Growth Financial Services June 2013 - March 2015
EY ELP June 2014 - June 2014
PwC June 2014 - June 2014
University of California, Riverside September 2013 - June 2014
California Property Tax Solutions Inc. April 2012 - August 2012
Conejo Youth Basketball Association October 2007 - August 2012
TechShop, Inc. July 2012 - July 2012
Education
University of California, Riverside 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, Junior
Xcelerate Financial August 2015 - Present
Legion Creative Group January 2015 - Present
Startup CFOs November 2011 - Present
Katherine Gaffney Photography October 2009 - Present
Early Growth Financial Services March 2013 - May 2015
Hearst Business Media, Zynx November 2007 - August 2011
Sony Pictures Entertainment May 2003 - November 2007
Sony Corporation of America May 2003 - March 2006
Inamed January 2001 - May 2003
20th Century Fox, Fox Latin America TV June 2000 - January 2001
Skills
P&L Management, Growth Management, Start-ups, Business Strategy, Business Planning, Contract Negotiation, Financial Management, Strategic Planning, Digital Media, Financial Modeling, Management Consulting, Fundraising, Managerial Finance, Mergers, Strategy, Cross-functional Team..., Finance, Mergers & Acquisitions, Business Process..., Business Development, Management, Product Management, Process Improvement, Corporate Finance, Executive Management, Financial Analysis, Budgets, Analysis, Change Management, Leadership, Project Planning, Due Diligence, Strategic Financial..., Team Building, Entrepreneurship, Financial Planning
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Strategy
Founder Institute
Entreprenuership
University of California, Santa Barbara 1996 — 2000
BA, Business Economics
Language Door
Early Growth Financial Services May 2015 - Present
Bay Area Start-up Companies 2012 - Present
Palo Alto Investors 2007 - 2012
Washington Mutual Bank 2004 - 2007
Capstone Turbine Corporation 2001 - 2004
Skills
Energy Efficiency, Financial Modeling, Valuation, Equity Valuation, Equity Research, Financial Analysis, Hedge Funds, Investment Management, Investments, Capital Markets, Portfolio Management, Renewable Energy, Energy Conservation, Power Generation, Alternative Fuels, Fuel Systems, Electric Vehicles, Alternative Energy, Combustion Systems, Internal Combustion..., Mechanical Engineering, Solar Energy, Energy Policy, Asset Management, Venture Capital, Alternative Investments, Fixed Income, Project Management, Investment Banking, Finance, Corporate Finance, Strategic Financial..., Cash Flow Forecasting, Capital Budgeting, Working Capital..., Capital IQ, Bloomberg Terminal, Statistical Modeling, Statistical Data..., Corporate Development
Education
Stanford University 1997 — 2001
Ph.D., Mechanical Engineering
Stanford University 1998 — 2001
M.S., Management Science & Engineering
University of Washington 1995 — 1996
M.S., Mechanical Engineering
University of Washington 1990 — 1995
B.S., Mechanical Engineering
Early Growth Financial Services May 2014 - September 2015
BearingPoint October 2007 - December 2008
Two Degrees Consulting February 2005 - October 2007
Ajilon Financial Solutions March 2006 - November 2006
Sirius Solutions May 2005 - March 2006
Robert Half Management Resources August 2004 - February 2005
Fisher Communications August 2004 - February 2005
Vulcan, Inc. September 2002 - June 2004
Universal Music Group January 2000 - August 2002
Caltech/MIT Enterprise Forums 1999 - 2002
Skills
Integrated Marketing, Financial Services, Investments, Corporate Finance, Management, Business Development, Financial Analysis, Strategy, SEC filings, Accounting, Finance, PMP, Venture Capital, Telecommunications, Strategic Planning, Internal Audit, Marketing, Business Intelligence, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Start-ups, Financial Modeling, Business Planning, Business Strategy, Entrepreneurship, Project Management, Valuation, Mergers & Acquisitions, New Business Development, Management Consulting, Business Process..., Due Diligence, Cross-functional Team..., Analysis, Internal Controls, Restructuring, Program Management, Auditing, Executive Management, Market Research, Consulting, Budgets, Leadership, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1999
MBA, Marketing & Strategy
University of Southern California 1988 — 1990
B.S., Accounting
San Diego State University 1986 — 1988
Pre-Business
Corona del Mar High School 1983 — 1986
High School Diploma, General Education
Early Growth Financial Services September 2014 - Present
Marquette Venture Partners October 1999 - January 2001
Tribune Company February 1995 - November 1998
KPMG August 1991 - July 1994
Skills
Financial Reporting, Accounting, Financial Analysis, Project Management, Auditing, Financial Accounting, Start-ups, Property Tax, Investment Advisory, Income Tax, Finance, Management, Strategic Planning, Financial Modeling, Valuation, Due Diligence, Internal Controls
Education
Marquette University 1987 — 1991
Bachelor of Science (BS), Accounting
McHenry High School
Early Growth Financial Services February 2014 - Present
BackOps September 2013 - May 2014
SimCorp June 2011 - September 2013
Bay Area Comm August 2009 - May 2011
McCann Erickson May 2008 - August 2009
Global Beverage Solutions August 2004 - May 2008
Skills
Accounting, Auditing, Payroll, Finance, Account Reconciliation, Budgets
Education
Florida Atlantic University 2004 — 2008
Independent June 2015 - Present
Early Growth Financial Services November 2013 - March 2015
Premier Staffing Inc. October 2013 - October 2013
Pine Lake Solutions, LLC May 2012 - April 2013
Pine Lake Solutions, LLC May 2011 - May 2012
The Briad Restaurant Group November 2007 - August 2010
Skills
Social Networking, Sales Recruitment, Professional Networking, Emerging Technologies, Start-ups, Online Marketing, Phone Skills, Oral Communications, Digital Media, National Accounts, Recruiting, Telephone Skills, Online Advertising, Business Networking, Account Management, Business Development, Lead Generation, Executive Management, Marketing, E-commerce
Education
Southern Connecticut State University 2006 — 2010
B.S. in Business Administration, Management
West Haven High School 2001 — 2005
Diploma
Early Growth Financial Services May 2015 - Present
TetherView April 2014 - Present
Binary Tree January 2008 - March 2014
V12 Group July 2007 - January 2008
ExpertPlan Inc. October 1999 - July 2007
TheCFO.com LLC January 1999 - August 2001
Knowledge Window.com August 1997 - December 1998
Spirent Communications May 1987 - August 1997
Anchor Glass Container Inc. October 1984 - May 1987
Augat Vitek December 1981 - September 1984
Skills
Start-ups, Strategy, Budgets, Strategic Planning, Business Strategy, Management, Due Diligence, Mergers & Acquisitions, Cost Accounting, Cross-functional Team..., Risk Management, Competitive Analysis, Financial Analysis, Forecasting, Leadership, Mergers, Business Planning, Finance, Entrepreneurship, Process Improvement, Accounting, Recruiting, Program Management, Human Resources, Negotiation, Banking, Executive Management, SaaS, Budgeting, Business Analysis, Cash Management, Management Consulting, Managerial Finance, Business Process..., Financial Modeling, Change Management, Marketing, Strategic Partnerships, Business Intelligence, Business Development, Enterprise Software, Consulting
Education
Rutgers Business School 1979 — 1981
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1976
BA
The Open University
Early Growth Financial Services 2015 - Present
Veris Consulting, Inc September 2011 - January 2015
Skills
Internal Controls, Management Consulting, Accounting, Financial Analysis, Financial Reporting, US GAAP, Microsoft Dynamics SL, Microsoft Office, Account Reconciliation, Accounts Payable, General Ledger, QuickBooks, GAAP, Financial Statements, PowerPoint
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting and International Business
Università Commerciale 'Luigi Bocconi'
TempCFO, Inc. June 2015 - Present
Early Growth Financial Services February 2013 - May 2015
Consultant April 2011 - December 2014
Global Inventures, Inc. September 2005 - April 2011
Interstellar Technologies January 2005 - May 2005
Lake Forest College Donnelley Library August 2001 - December 2004
Ford Rhodes Sidat Hyder & Co. June 2004 - August 2004
Skills
Financial Analysis, Forecasting, Performance Improvement, Process Consulting, Operating Budgets, Account Reconciliation, Cash Flow Forecasting, Tax Accounting, Internal Audit
Education
Lake Forest College 2001 — 2005
Bachelors, Business Administration/ Accounting
Schurman Retail Group September 2015 - Present
Consultant April 2013 - Present
Early Growth Financial Services March 2014 - July 2015
Monsoon Commerce 2006 - March 2013
Monsoon Commerce December 1999 - 2006
Concord Feed & Fuel, Inc. 1992 - 1999
Skills
US GAAP, Forecasting, Analytics, Accounting, Financial Reporting, Customer Service, Project Management, Accounts Payable, E-commerce, Strategic Planning, Process Improvement, Account Management, Finance, New Business Development, SaaS, Start-ups, Financial Analysis, Analysis, Business Analysis, Mergers & Acquisitions, Strategy, Leadership, Cross-functional Team..., Executive Management, Competitive Analysis, CRM, Budgets, Variance Analysis, Software Industry, Revenue Recognition, Financial Forecasting, Microsoft Excel, Crystal Reports, Great Plains Software, Accounts Receivable, Consulting, Account Reconciliation, General Ledger
Education
California State University-East Bay 1993 — 1995
Bachelor of Science (B.S.), Accounting and Business/Management
Early Growth Financial Services December 2010 - Present
Arbor Vita Corporation May 2011 - May 2012
Genitope May 2008 - December 2010
Genitope Corporation August 2004 - January 2010
Robert Half International 2003 - 2004
Robert Half 2003 - 2004
PLX Technology 2000 - 2003
Jalmar Properties 1999 - 2002
Jalmar Properties 1999 - 2001
Skills
SEC reporting, Accounting, SOX, Auditing, Budgeting, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Accounts Payable, Financial Reporting
Education
University of California, Riverside 1995 — 1999
Bachelor of Science, Business Administration
Early Growth Financial Services August 2013 - Present
Headlands Ventures, LLC June 2011 - October 2012
HumanConcepts May 2008 - January 2011
BondDesk Group LLC November 2005 - August 2007
Aircraft Shopper Online August 2004 - November 2005
Thompson, Welch, Soroko & Gilbert LLP May 2002 - September 2004
D.R.Bryant & Company November 1999 - May 2002
Evers & Hendrickson June 1997 - October 1999
New Leaf July 1995 - June 1997
Skills
General Ledger, Financial Reporting, Accounting, Reconciliation, Benefits Administration, Fixed Assets, Forecasting, Budgeting, Payroll, Accounts Payable, Quickbooks, Accounts Receivable, Payroll Processing, Analysis, Billing, Microsoft Office, Excel, Process Improvement, Human Resources, Financial Statements, Financial Analysis, Cash Management, Great Plains Software, Spreadsheets, Budgets, Invoicing, Account Reconciliation, Software Documentation, Finance, Management, Start-ups
Education
University of San Francisco 1984 — 1986
MBA, Business Administration
John F. Kennedy University 1994 — 1998
MA, Counseling Psychology
University of San Francisco 1980 — 1986
BS, Business / Psychology
Early Growth Financial Services March 2014 - Present
Alloy Ventures July 2011 - May 2013
Moxsie, Inc. February 2010 - May 2011
Symphony Technology Group April 2008 - June 2009
Celerity Partners September 2005 - February 2008
Education
California State University - Channel Islands 2003 — 2005
Moorpark College 2001 — 2003
Associate's degree, Business Administration and Management, General
Harley Marine Services, Inc. June 2015 - Present
Amazon May 2014 - June 2015
TenMarks Education, an Amazon Subsidiary November 2013 - May 2014
Goodreads, An Amazon Subsidiary February 2013 - May 2014
Synthesis Financial Solutions April 2011 - April 2013
Early Growth Financial Services December 2011 - February 2013
Evocative, Inc. November 2005 - July 2011
Birth University July 2003 - October 2004
Pittsburgh Opera August 1997 - November 1999
Chautauqua Opera June 1998 - August 1999
Skills
General Ledger, QuickBooks, Accounts Receivable, Financial Accounting, Strategic Financial..., Accounts Payable, Budgets, Microsoft Word, Financial Analysis, Mergers & Acquisitions, PSM, Financial Modeling, Stage, Accounting, Financial Reporting
Education
San Francisco State University 1990 — 1993
Bachelor, Technical Theatre
University of the Pacific, Conservatory of Music 1988 — 1989
n/a, Music Pedagogy
Early Growth Financial Services April 2013 - Present
BlogHer August 2010 - Present
BlogHer January 2007 - August 2010
Quicksil October 2006 - January 2007
PacBell 1985 - 1995
Skills
Excel, Budgeting, Public Speaking, Customer Relations, Accounting, Quickbooks, Intacct - Accounting..., MS Word, Budgets, QuickBooks, Microsoft Excel, Microsoft Word, Intacct, Customer Service, Financial Analysis, Management, Payroll, Account Reconciliation, Employee Benefits, Microsoft Office, Financial Reporting, Cash Flow, Financial Statements, Blogging, Finance, Nonprofits, Accounts Receivable, Leadership, Human Resources, Revenue Recognition
Education
Santa Clara University 2009 — 2010
Certifiied Accounting Proficiency, Accounting and Finance
Winona State University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Computer Science
Golden Gate University 1988 — 1990
Master of Science (M.S.), Management Information Systems, General
Targeted Social LLC 2010 - Present
Sherwynn Consulting LLC January 1995 - Present
Early Growth Financial Services 2015 - 2015
Harrison & Shriftman January 2006 - August 2006
Targeted Media Partners June 2004 - March 2006
Gemkey.com, Inc. May 2000 - December 2001
Quadra Entertainment, Inc. February 1996 - May 1997
Interscope Communications, Inc. January 1991 - December 1994
Banking Experience 1981 - 1989
Skills
Strategic Partnerships, Mergers & Acquisitions, Strategy, Start-ups, Due Diligence, Budgets, Strategic Planning, Management, Accounting, Business Strategy, Financial Modeling, Negotiation, Business Planning, Finance, Investments, Financial Analysis, Project Management, Mergers, Banking, Marketing, Awesomeness, Entrepreneurship, Sales, General Awesomeness
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
Boston University School of Law 1977 — 1980
JD, Law
University of Michigan 1974 — 1977
BA, History
Learn iT! January 2014 - Present
BYEMCC Accountancy Corporation DBA Wong Lau & Powell Tax Solutions August 2014 - Present
Early Growth Financial Services 2012 - Present
BYEMCC Business Solutions October 2009 - Present
Golden Gate Opera December 2011 - October 2012
Vortex Aviation October 2007 - 2010
Burr, Pilger & Mayer LLP January 2004 - August 2007
Skills
Proficient in MS..., Familiar with..., Certified Quickbooks..., Instructed Quickbook..., Fluent in Chinese and..., Accounting, QuickBooks, Financial Reporting, General Ledger, US GAAP, SEC filings, GAAP, Sarbanes-Oxley Act, CPA, Financial Accounting, Auditing, Revenue Recognition
Education
University of San Francisco 2000 — 2003
BSBA, Accounting and Finance
Golden Gate University 2009 — 2010
Master's Degree, Taxation
Bulacan State University 2007 — 2010
Master of Business Administration (M.B.A.)
Bulacan State University 2007 — 2010
Doctor of Philosophy (Ph.D.), Business Administration
App Academy July 2014 - Present
Advsor May 2013 - May 2014
Startupperz Inc. August 2012 - April 2013
Stocking Realty and Investments June 2010 - August 2012
Early Growth Financial Services January 2010 - June 2010
Education
California State University-East Bay
Master of Business Administration (MBA)
California State University-East Bay
Bachelor of Science (B.S.), Business Administration
Valley Medical Oncology Consultants September 2015 - Present
Early Growth Financial Services November 2012 - September 2015
Tri-Valley Community Foundation February 2008 - October 2011
Lipman Insurance Administrators October 1989 - November 1996
Skills
Accounting, QuickBooks, Bookkeeping, Account Reconciliation, Accounts Receivable, I am QuickBooks..., Speak & Read Spanish, Process Improvement, Procedure Development, Procedure Creation, Budgets, Microsoft Excel, General Ledger, Business Process..., Microsoft Office, Nonprofits, PowerPoint, Financial Reporting, Financial Accounting, Management, Financial Statements
Education
UC Santa Cruz 2010 — 2011
AIPB Certification, Accounting Technology/Technician and Bookkeeping
De Anza College 1982 — 1984
Accounting