Experience
KPMG US  September 2015 - Present
Frank, Rimerman + Co. LLP   October 2014 - September 2015
Greenstein, Rogoff, Olsen & Co., LLP   July 2013 - July 2014
Standard Chartered Bank  July 2007 - November 2009
HSBC  September 2006 - October 2006

Skills
Fundraising, Market Research, Public Relations, Business Strategy, Relationship Management, Research, Marketing Strategy, Marketing, Business Development, Marketing Communications, Team Management, Management, Program Management, Strategy, Business Planning, Accounting, CPA, Change Management, Business Analysis, Project Management, Organizational..., Human Resources, Banking, Microsoft Excel, Finance, Data Analysis, Leadership, Financial Analysis, Training, Management Consulting, QuickBooks, Bank Reconciliation, Tax Preparation, Analysis, Consulting, Financial Modeling, Budgets, Entrepreneurship, Analytics, Corporate Finance, Mergers & Acquisitions, Valuation, Risk Management, Business Valuation, Auditing, Financial Reporting, Strategic Financial..., Competitive Analysis

Education
Stanford University   2012 — 2014
Certificate Program, Creative Writing

Stanford University   2010 — 2011
Business courses, High Performance Management, Creativity and Leadership, Taxes

Indian Society for Training and Development   2008 — 2011
Diploma in Training and Development, Training and Development

S.P. Jain Institute of Management & Research   2005 — 2007
Master of Business Administration (MBA), Marketing

Shri Ram College of Commerce   2002 — 2005
B.Com(hons), Commerce

St. Xavier School - Delhi   1996 — 2002
High School, Sciences

CRPF   1989 — 1996

California Board of Accountancy
Certified Public Accountant, License number- 124714

Experience
Frank, Rimerman + Co. LLP   September 2014 - Present
Omniverse Group Pty Ltd   February 2014 - August 2014
Excelerate Accountants & Advisors   August 2012 - February 2014
Balance Corporation Chartered Accountants   June 2008 - May 2012

Skills
Financial Reporting, Budget Process, Financial Analysis, Auditing, Australian Taxation, Trusts, Tax, Management Accounting, Finance, Financial Planning, IFRS, Financial Statements, Accounting, US GAAP, Financial Accounting, GAAP, Revenue Recognition, Management, General Business Advice, Research & Development..., Business Analysis, Financial Modeling, Assurance, Analysis, USGAAP, Start-ups, Private Equity Funding, GST, VAT

Education
Institute of Chartered Accountants in Australia   2009 — 2013
Associate's degree, Accounting

Central Queensland University   2005 — 2008
Bachelor's of Accounting, Accounting and Finance

Experience
Moss Adams LLP  November 2013 - July 2015
Frank, Rimerman + Co. LLP   September 2012 - November 2013
Agape CPA Firm   January 2010 - August 2012
PricewaterhouseCoopers  July 2008 - July 2009
PricewaterhouseCoopers  January 2008 - March 2008
Visa  June 2006 - September 2006

Skills
Tax, Financial Reporting, Accounting, Internal Controls, Tax Preparation, International Tax, Financial Statements, Tax Returns, GoSystems, Account Reconciliation, Corporate Tax, Tax Accounting, US GAAP, CPA, Financial Accounting, Sales Tax, Payroll, QuickBooks, Tax Research, Income Tax, Partnership Taxation, ProSystem fx Tax, Bookkeeping, SEC filings, High Net Worth...

Education
California Polytechnic State University-San Luis Obispo   2007 — 2008
MS - Tax, Accounting - Taxation

University of California, Los Angeles   2003 — 2007
BA, Economics and Accounting

Henry M. Gunn High School   2000 — 2003
High School Diploma

Experience
Xtime  January 2015 - Present
Annie's Inc. (acquired by General Mills)   June 2013 - January 2015
Frank, Rimerman + Co. LLP   February 2012 - June 2013
Cisco  September 2010 - June 2011
Phoenix Technologies  June 2010 - September 2010
MDS / Molecular Devices   June 2006 - June 2009
Deloitte & Touche  April 2004 - June 2006

Skills
Sarbanes-Oxley Act, Accounting, Finance, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit, Process Improvement, Project Management, External Audit, Analysis, GAAP, Auditing, Cross-functional Team..., Revenue Recognition, Software Documentation

Education
Thunderbird School of Global Management   2002 — 2003
M.B.A.

Arizona State University   1999 — 2001

Experience
Frank, Rimerman + Co. LLP   June 2013 - September 2013
Fantasy Hip Hop   June 2011 - September 2011
Three Bridge Wealth Advisors, LLC  June 2011 - September 2011
Xpert Financial  June 2010 - September 2010

Skills
Marketing, Management, Leadership, Customer Service, CRM, Accounting, PowerPoint, Microsoft Excel, Market Research, Social Networking, Access, Time Management

Education
California Polytechnic State University-San Luis Obispo   2010 — 2014
B.S. in Business Administration

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
Yogurtland  May 2013 - March 2014
Kmart Corporation  August 2011 - December 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Facebook, Time Management, Teamwork, Cashiering, Inventory Management, Retail, Leadership, Data Entry, Accounting, Economics

Education
University of California, Santa Barbara   2010 — 2014
Bachelor of Arts (BA), Economics & Accounting

Freie Universität Berlin   2012 — 2013

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
San Diego Chargers Football Co.  June 2013 - June 2014
Del Mar Golf Center  January 2013 - June 2013
Garden Passages   June 2012 - March 2013
Pacific Sunwear  June 2007 - January 2011
Sylvan Learning Centers  August 2007 - March 2008

Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Time Management, Facebook, Data Entry, Social Networking, Public Speaking

Education
San Diego State University-California State University   2012 — 2014
Master's degree, Accounting

University of California, Santa Cruz   2008 — 2012
Bachelor's degree, Business Management Economics, Emphasis in Accounting

Experience
Student Accounting Society  May 2013 - Present
Frank, Rimerman + Co. LLP   June 2013 - August 2013
Student Accounting Society  December 2012 - May 2013
Student Accounting Society  September 2012 - December 2012
Pizza My Heart  June 2009 - August 2010

Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, QuickBooks, Teamwork, Bookkeeping, Outlook, Windows, Tax Accounting, Accounts Payable, Accounts Receivable

Education
San Diego State University-California State University   2011 — 2014

San Diego Miramar College   2010 — 2012

Experience
PresenceLearning  December 2014 - Present
Drawbridge Inc.  May 2012 - December 2014
San Jose Museum of Art  September 2011 - May 2012
Criteo  February 2011 - August 2011
Torrey Point Group  October 2010 - January 2011
Frank, Rimerman + Co. LLP   January 2010 - October 2010
So-Lite Corporation   January 2004 - December 2009
Guidance Tutoring Center   May 2008 - May 2009
Frank, Rimerman + Co. LLP   June 2008 - August 2008

Skills
QuickBooks, PowerPoint, Peachtree, Quicken, SharePoint, Excel, Sage, Cegid, 10 Key, Outlook, Word, Visio, Microsoft Excel, Microsoft Word, Payroll, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Financial Analysis, Finance, Cash Flow, Tax, Auditing, Budgets, Analysis, Management, Account Reconciliation, Forecasting, Financial Statements, Journal Entries, Fixed Assets, Accruals

Education
Santa Clara University - Leavey School of Business   2007 — 2009
BSC, Accounting

De Anza College   2004 — 2007
Accounting

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
Life Care Centers of America  April 2012 - August 2013
Classique Cleaners   September 2006 - July 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Reporting, Data Entry, Accounting, Teamwork, Access, Lawson General Ledger, ImageNow, ProSystem fx Tax, ProSystem fx Engagement

Education
Lee University   2009 — 2014
Bachelor’s Degree, Accounting and Business Administration with Finance Emphasis, Summa Cum Laude

Experience
Bon Appétit Management Company/Kirkland & Ellis LLP   April 2015 - Present
Errands and Events 1997-Current and PartyStaff 2012-Current.   April 2010 - Present
Dean R. Westly, Attorney at Law   June 2003 - April 2010
Frank, Rimerman + Co. LLP   March 1997 - April 2003

Skills
Microsoft Word, Microsoft Excel, Outlook, Timeslips, QuickBooks, Customer Satisfaction, Human Resources, Accounting, Sales Operations, Estate Planning, Hospitality Management, Program Management, Order Management, Account Management, Team Leadership, Building Relationships, Payroll, Employee Relations, Time Management, Microsoft Office, Budgets, Resume Writing, Training, Event Planning, Office Administration, System Administration, Customer Service, Accounts Payable

Education
De Anza College

Experience
Frank, Rimerman + Co. LLP   June 2013 - Present
Oregon State University  April 2012 - Present

Skills
Social Networking, Microsoft Office, Data Analysis, Time Management, Matlab, Statistics, Research

Education
Oregon State University   2010 — 2014

Experience
CrossFit Moxie   May 2008 - Present
De Anza Cupertino Aquatics  April 2007 - February 2015
San Jose State University  September 2006 - September 2011
Frank, Rimerman + Co. LLP   June 2005 - September 2007

Skills
Fitness, Personal Training, Microsoft Office, Nutrition, Strength Training, Public Speaking, Coaching, Fitness Training, PowerPoint, Microsoft Excel, Time Management, Management, Sports, Microsoft Word, Event Management, Sales, Event Planning

Education
Cal Poly San Luis Obispo   2001 — 2006
Business Administration, Entrepreneurial Management, Public Accounting, Enterprise Accounting

Experience
Abacas   November 2008 - Present
Mission Hub LLC (MissionHUB)   April 2015 - July 2015
Legit Organics, LLC   April 2014 - July 2014
Delivery Agent-CV Partners   October 2012 - November 2012
Nau  February 2007 - February 2008
Chockstone  September 2005 - March 2007
AdSpace   August 2002 - February 2003
ePlanning   April 2000 - May 2001
Esprit  September 1998 - February 2000
Frank, Rimerman + Co. LLP   September 1996 - September 1998

Skills
Accounting, Financial Reporting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Internal Controls, Microsoft Word, PowerPoint, Budgets, QuickBooks, Customer Service, Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Income Tax, Bookkeeping, Payroll, Revenue Recognition, Finance, Financial Statements, Variance Analysis, Invoicing, Internal Audit, Accruals, Journal Entries, Cash Management, Bank Reconciliation, Financial Audits, Forecasting

Education
California Polytechnic State University-San Luis Obispo   1993 — 1996
Bachelor's degree, Business Administration

Experience
Seiler LLP  2003 - Present
Frank, Rimerman + Co. LLP   1999 - 2003

Skills
Start-ups, Private Foundations, Revenue Recognition, GAAP, Internal Controls, Accounting, CPA, US GAAP, Auditing, Financial Reporting, Real Estate, Non-profits, Nonprofit tax compliance, Nonprofits, Tax Preparation, Financial Statements, Financial Analysis

Education
California State University-Chico   1987 — 1991
BS, Accounting

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
NMI Retirement Fund   February 2013 - November 2013
NMI Retirement Fund   October 2009 - February 2013
Hilton Waikiki Prince Kuhio Hotel   September 2007 - June 2009
Shea & Co. CPA's Inc.   September 2006 - April 2007
Northern Marianas College  September 2001 - May 2004

Skills
Auditing, Payroll, Accounts Receivable, Budgets, Internal Controls, Accounting, Internal Audit, Management, Policy, Journal Entries, Administration, Financial Statements, Bank Reconciliation, Team Building, Employee Benefits

Education
Chaminade University of Honolulu   2007 — 2008
Master of Business Administration (MBA), Accounting, 3.9

Chaminade University of Honolulu   2004 — 2007
Bachelor of Business Administration (BBA), Accounting, 3.9

Northern Marianas College   2001 — 2004
Associate of Arts and Sciences (AAS), Accounting, 4.0

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
Clos LaChance Wines  February 2012 - October 2014
David Bruce Winery  August 2010 - February 2012
Apple Retail  May 2007 - August 2010

Skills
OS X, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Access, Microsoft Word, Data Analysis, FileMaker, Public Speaking, Analysis, SQL, Keynote, Project Management, Financial Analysis, Accounting, Revenue Recognition, QuickBooks, Forecasting, Auditing, Invoicing, Wine, CRM, Financial Reporting, Accounts Payable, General Ledger, Research

Education
Foothill College   2013 — 2014
Accounting

California Polytechnic State University-San Luis Obispo   2006 — 2010
Business Administration, Management Information Systems

Experience
Frank, Rimerman + Co. LLP   August 2014 - Present
MacAleavey Coaching and Consulting   2014 - August 2014
Gratitude Bucket   July 2013 - May 2014
Great Place to Work Institute  May 2012 - July 2012
Claremont Graduate University  September 2012 - 2012
Think-Now Inc   April 2011 - August 2011
UCSF Osher Center of Integrative Medicine   September 2009 - March 2011
UCSF Langley Porter Psychiatric Institute  March 2010 - January 2011
Stanford University  May 2010 - June 2010
The Positive Psychology Association   January 2009 - December 2009

Skills
Organizational..., Training, Leadership Development, Executive Coaching, Public Speaking, Positive Psychology, Emotional Intelligence, Team Building, Coaching, Leadership, SPSS, Recruiting, Self Management, Survey Methodology, Project Management, Organizational Culture, Organizational..., ANOVA, Categorical Data..., Management, Methodology, Evaluation, Employee Engagement, Human Resources, Talent Developer, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Employee Relations, Personal Development, Personnel Management, Program Development, Program Evaluation, Psychology, Research, Organizational Behavior, Organizational...

Education
Claremont Graduate University   2011 — 2013
Master of Arts (M.A.), Positive Organizational Psychology and Evaluation

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2011 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership

University of California, Santa Barbara   2005 — 2009
Bachelor of Arts, Psychology, Applied Psychology

The University of Edinburgh   2007 — 2008
Psychology

Marin Academy   2001 — 2005

Experience
Altum Partners, LLP  December 2010 - Present
Frank, Rimerman + Co. LLP   July 2000 - January 2011
RINA Accountancy Corporation  September 1994 - July 2000

Skills
Tax Research, Tax, Corporate Tax, Income Tax, Tax Accounting, Small Business, Tax Preparation, Partnership Taxation, Strategy, High Net Worth..., ProSystem fx Tax, Tax Returns, Venture Capital, Accounting, Tax Advisory, CCH ProSystem fx, Tax Law, QuickBooks, CPA, International Tax, Financial Analysis, Sales Tax, S Corporations

Education
Golden Gate University   1994 — 1998
MS Taxation, Taxation

California State University-East Bay   1990 — 1994
BS, Accounting

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
Sencha  April 2014 - October 2014
Menlo College  August 2012 - May 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Public Speaking, Budgets, Time Management, Accounting, Leadership, Accounts Payable

Education
Menlo College   2012 — 2014
Bachelor's degree-May 2014, Accounting

Sierra College   2009 — 2012

Experience
Frank, Rimerman + CO. LLP   September 2008 - Present
EventPro Strategies  September 2005 - September 2008
Empire Broadcasting  November 1999 - February 2005
University of Phoenix  October 2003 - 2005

Skills
PowerPoint, Event Planning, Customer Service, Management, Marketing, Outlook, Employee Training, Human Resources, Training, Performance Management, Time Management, Leadership Development, Leadership

Education
Arizona State University
Bachelor of Interdisciplinary Studies, Organizational Studies

De Anza College
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Experience
Kashia Band of Pomo Indians of Stewarts Point Rancheria   January 2014 - Present
Big Valley Rancheria _ Konocti Vista Casino   2011 - 2013
Graham's Accounting and Bookkeeping Service   1998 - 2012
Joy Engineering  August 2008 - August 2009
Scotts Valley Band of Pomo Indians   January 2003 - August 2008
Frank, Rimerman + Co. LLP   2000 - 2002
KPMG US  1998 - 1999

Skills
Fund Accounting, Government Accounting, Tribal Government, Construction Accounting, Tax Accounting, Internal Audit, Financial Audits

Education
California State University-Hayward   1995 — 1998
Bachelor of Business Administration (BS), Accounting and Finance

Experience
Frank, Rimerman + Co. LLP   October 2013 - Present
University of San Diego  August 2011 - May 2013
Alpha Kappa Psi - Iota Tau Chapter   April 2012 - April 2013
Douglas O. Haigh, Jr. CPA   January 2011 - April 2012
State Street  June 2009 - August 2009
State Street  July 2008 - August 2008

Skills
Microsoft Excel, Microsoft Office, Photoshop, Microsoft Word, PowerPoint, Access, Accounting, Outlook, QuickBooks, PeopleSoft, Database Administration, Internet Software, Public Speaking, Networking, Leadership, Teamwork, Social Media, Time Management, Customer Service

Education
University of San Diego   2009 — 2013
Bachelor of Accountancy, Accounting and Finance

Boston Latin School   2003 — 2009
High School Diploma

Experience
Wells Fargo Bank  June 2004 - Present
Merrill Lynch  2000 - 2004
Frank, Rimerman + Co. LLP   August 2001 - June 2002
Merrill Lynch  February 2000 - August 2001
Yeske Buie  1998 - 2000
Strategic Capital Management   1996 - 1998

Skills
Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Wealth Management..., Estate Planning, Investments, High Net Worth..., Wealth, Investment Management, Financial Services, Financial Planners

Education
Golden Gate University   1999 — 2001
MS, Taxation

Valparaiso University   1992 — 1996
BS, Finance

Experience
LMU Student Financial Services   September 2013 - Present
Frank, Rimerman + Co. LLP   June 2015 - August 2015
AAA Arizona  June 2013 - August 2013
The Coffee Bean & Tea Leaf  May 2011 - August 2013
Sodexo  January 2013 - May 2013

Skills
PowerPoint, Time Management, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Outlook, Budgets, Inventory Management, Social Networking, Public Speaking, Accounting

Education
Loyola Marymount University   2012 — 2016
Accounting and Finance

Gonzaga in Florence

Experience
Frank, Rimerman + Co. LLP   September 2012 - Present
Continental Management LLC  January 2012 - September 2012
Farmers Insurance Group of Companies  January 2009 - June 2011

Skills
QuickBooks, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Non-profits, Outlook, Social Media, Customer Service, Research, Photoshop, Financial Analysis, Financial Reporting

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2011
Bachelor of Science (BS), Accounting, English

Northern Arizona University, College of Business Administration   2006 — 2008
Accounting

Experience
Frank, Rimerman + Co. LLP   January 2015 - Present
Netsuite  July 2006 - January 2015
Bluewolf  June 1995 - July 1996

Skills
SaaS, ERP, Professional Services, Process Consulting, Cloud Computing, Enterprise Software, NetSuite, Business Process, CRM, Software Implementation, Pre-sales

Education
Santa Clara University - Leavey School of Business   1997 — 2000
MBA, Business

Institute of Economics and Finances   1987 — 1992
Bachelor, Economics

Experience
R.B. and Associates/La Poll Realtors   April 2002 - Present
MERDOM LLC/Encore Entertainment Promotions, Inc.   1985 - Present
ENCORE ENTERTAINMENT PROMOTIONS, INC   April 1992 - September 2009
Frank, Rimerman + Co. LLP   April 1997 - April 2002
HOME SAVINGS OF AMERICA  July 1995 - February 1997
BANK OF THE WEST  May 1989 - April 1991

Skills
Payroll, Real Estate, Accounts Receivable, Microsoft Excel, Tax Preparation, QuickBooks, Outlook, PowerPoint, Accounts Payable, Microsoft Office, Accounting, Budgets, Event Planning, Sales, Management, Social Media, Customer Service, Marketing, Leadership, Fundraising

Education
Foothill College   1987 — 1989
Business, Administration Studies

University of Louisiana at Lafayette   1985 — 1986
Accounting

Experience
Frank, Rimerman + Co. LLP   February 2007 - Present
Pitcher Partners  2001 - 2006
Warren Accounting Services   2000 - 2001
ExxonMobil  1999 - 2000

Skills
Financial Reporting, Accounting, Financial Accounting, Financial Statements, US GAAP, Tax, Cash Flow, Revenue Recognition, Mergers, SSAE 16, Due Diligence, Auditing, GAAP, Consolidation, CPA, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, SEC filings, Mergers & Acquisitions, Assurance, Tax Accounting, Internal Audit, Financial Analysis, Management, Finance, Financial Modeling, Income Tax, QuickBooks, SEC Filings

Education
Deakin University   2001 — 2003
Graduate Diploma, Chartered Accounting

Monash University   1997 — 2001
Bachelor, Business (Accounting)

Monash University   1997 — 2001
Bachelor, Cumputing (Information Systems)

Experience
THRIVE Financial Planning   September 2014 - Present
Pennington Financial Group   2007 - September 2014
Draper Financial Services   2004 - 2007
Frank, Rimerman Advisors   2001 - 2004
Frank, Rimerman + Co. LLP   2000 - 2002
Ernst & Young  1998 - 2000

Skills
Financial Management, Organization, Efficiency Improvement, Financial Planning, Tax Preparation, Asset Management, Wealth Management, Finance, Investments, Management, Tax, Financial Advisory, Accounting, Financial Analysis, Portfolio Management, Financial Services, Strategic Planning

Education
Brigham Young University   1990 — 1997
MAcc

Brigham Young University   1990 — 1997
BS

Experience
Habitat for Humanity Greater San Francisco  February 2014 - Present
Frank, Rimerman + Co. LLP   January 2010 - November 2013

Skills
ProSystem fx Tax, Partnership Taxation, Corporate Tax, Income Tax, Tax Accounting, Tax Research, Tax, Tax Preparation, GAAP, Accounting, CPA

Education
Cal Poly San Luis Obispo   2005 — 2009
BS Business Administration, Accounting

Experience
Karuna Advisors LLC   May 2011 - Present
WTAS  May 2007 - May 2011
Bisharat Personal CFO services   2001 - 2010
Frank, Rimerman + Co. LLP   February 2005 - April 2007

Skills
Venture Capital, Tax, Business Valuation, Estate Planning, Accounting, CPA, Finance, Start-ups, Private Equity, Corporate Tax

Education
California State University-Chico   1976 — 1981
Bachelor of Science, Accounting

Experience
Orange Coast Financial Group   March 2008 - Present
Orange Coast Realty   December 2003 - Present
Short Sale Help, Inc.   2010 - 2012
Frank, Rimerman + Co. LLP   September 2000 - October 2003

Skills
Real Estate, REO, Foreclosures, Single Family Homes, Home

Education
Brigham Young University   1994 — 2000
BS, Marriott School of Business

Experience
The Kim L. Hix Accountancy Corporation   January 1991 - Present
Frank, Rimerman + Co. LLP   July 1987 - January 1989
Touche Ross  July 1985 - June 1987
Pete, Marwick & Mitchell   January 1984 - June 1985
Mid-America Airways   July 1979 - December 1984

Skills
Small business tax..., Compiled, reviewed, and..., Individual tax..., Start-up company..., Not-for-profit tax..., Trust and gift tax..., Investments, Entrepreneurship, Account Management, Business Strategy, Project Management, Tax, Auditing, Tax Preparation, Financial Statements, CPA, Small Business, Strategic Planning, Bookkeeping, Start-ups, Accounting, QuickBooks, General Ledger, Financial Reporting, Financial Accounting

Education
The University of Texas at Arlington   1983 — 1986
Accounting

Auburn University   1975 — 1979
Bachelor of Science, Clothing & Textile Design

Experience
Frank, Rimerman + Co. LLP   2013 - Present
PwC  2012 - 2013
Boston College  September 2011 - 2012
Boston College Campus Recreation Complex   2009 - 2012
PricewaterhouseCoopers  June 2011 - August 2011

Skills
Accounting, Financial Reporting, US GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel, Auditing, GAAP, SEC filings, QuickBooks, Microsoft Office, PowerPoint, Microsoft Word

Education
Boston College - Carroll School of Management   2008 — 2012
Bachelor of Science, Accounting, Information Systems, Philosophy

Experience
Kristen Rampe Consulting   September 2011 - Present
Palo Alto Art Center Foundation  April 2006 - March 2013
Frank, Rimerman + Co. LLP   December 2004 - December 2011
Chordiant Software, Inc.   June 2003 - November 2004
PricewaterhouseCoopers  September 2000 - June 2003

Skills
Customer Experience, Net Promoter Score, Client Service, Customer Relations, Staff Development, Workshop Facilitation, Small Business, Non-profits, Team Building, Customer Service, Management Consulting, Leadership Development, Leadership, Training

Education
Butler University   1996 — 2000
BS, Accounting

Endgames Improv   2012 — 2012

University of Tasmania   1998 — 1998
N/A, Accounting/General

East Grand Rapids High School   1992 — 1996

Experience
Frank, Rimerman + Co. LLP   September 2010 - Present
ABC Equity   August 2008 - September 2010
National Home Auction   December 2007 - July 2008
Countrywide  January 2007 - 2007
Ownit Mortgage Solutions  July 2003 - December 2006
Tectura Corporation  2002 - 2004
CBIZ Technologies  1997 - 1999

Skills
Banking, Real Estate, Negotiation, Finance, Sales, Strategic Planning, Contract Negotiation, Due Diligence, Financial Analysis, Management, Business Development, Sales Management, New Business Development, Account Management

Education
San Diego State University-California State University   1986 — 1991
BA, City Planning

Carmel High School   1981 — 1985
General

Experience
Frank, Rimerman + Co. LLP   2004 - Present
UBS  May 1999 - November 2004

Skills
High Net Worth..., Financial Analysis, Income Tax, Tax, Corporate Tax, Accounting, CPA, US GAAP, Tax Preparation

Education
California State University-Sacramento   1993 — 1997
BA, Communication Studies

Experience
Bare Escentuals  May 2014 - Present
Kaiser Permanente  January 2013 - April 2014
Frank, Rimerman + Co. LLP   August 2011 - January 2013
RSM McGladrey, Inc  November 2010 - August 2011
McGladrey & Pullen  November 2009 - November 2010
Ajilon  June 2007 - October 2009
Binghamton University Residential Life  August 2007 - May 2009
McGladrey & Pullen  June 2008 - August 2008

Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Management, Internal Audit, Risk Assessment, Compliance Testing, Visio, GAAP, Sarbanes-Oxley, US GAAP, SEC filings, SEC Filings, Accounting, Financial Accounting, CPA, Financial Analysis, Financial Reporting

Education
Binghamton University - School of Management   2005 — 2009
Bachelor of Science, Accounting

Experience
Frank, Rimerman + Co. LLP   November 2013 - Present
Strothman & Company  March 2010 - May 2013
Semonin Realtors  2005 - 2008
Centerplate  1999 - 2005

Skills
Event Planning, Public Relations, Budgets, Nonprofits, Event Management, Marketing Communications, Marketing, Financial Analysis, Small Business, Email Marketing

Education
Missouri Western State University   1999 — 2003
BA, Communications

Experience
Frank, Rimerman + Co. LLP   October 2013 - Present
Target  October 2013 - December 2013
CORE Foods  June 2012 - August 2012
The Castle Group  June 2011 - August 2011

Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Tax Accounting

Education
University of Redlands   2009 — 2013
Bachelor of Science (B.S.), Global Business, 3.7

Fudan University   2011 — 2011
International/Global Studies

Experience
Frank, Rimerman + Co. LLP   2015 - Present
George G. Ross CPA PFS CFP   August 2014 - Present
George G. Ross CPA PFS CFP   February 2014 - June 2014

Skills
Tax Preparation, Microsoft Office, UltraTax CS, ATX

Education
California Polytechnic State University-San Luis Obispo   2012 — 2016
Bachelor’s Degree, Business Administration with concentrations in Accounting and Information Systems

Experience
Frank, Rimerman + Co. LLP   October 2014 - Present
LMU Event Services   September 2010 - August 2014
LMU College of Business Administration   November 2013 - January 2014
NFI  May 2013 - August 2013
UMeTime Corp  August 2012 - November 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, XLMiner, Marketing Strategy, Access, Teamwork, XBRL, Inventory Management, SQL, VBA, Business Analysis

Education
Loyola Marymount University   2010 — 2014
Bachelor of Science (B.S.), Accounting

Loyola Marymount University   2010 — 2014
Bachelor of Science (B.S.), Applied Information Management Systems

Experience
Alen Corporation   December 2013 - Present
Alen Corporation   July 2011 - November 2013
Alen Corporation   February 2008 - June 2011
TeraVicta Technologies  2003 - 2008
Jones Energy, Inc.   2002 - 2003
Times N Systems  2000 - 2002
NLynx Systems, Inc.   1999 - 2000
Robert Half Management Resources  1998 - 1999
Frank, Rimerman + Co. LLP   1992 - 1998
Kaiser Electronics  1989 - 1991

Skills
Management, Process Improvement, Strategic Planning, Cost Accounting, Financial Reporting, Internal Controls, Leadership, Accounting, Financial Statements, Managerial Finance, Cash Management, Internal Audit, Mergers & Acquisitions, Financial Analysis, Budgeting, Start-ups, Auditing, Cross-functional Team...

Education
Santa Clara University - Leavey School of Business   1989 — 1992
Master of Business Administration (M.B.A.), Accounting and Business/Management

Austin College   1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General

Experience
Frank, Rimerman + Co. LLP   October 2015 - Present
Columbia Sportswear  June 2015 - September 2015
Oregon State University  May 2013 - June 2015
Georgia-Pacific LLC  June 2014 - August 2014
Jones & Roth CPAs and Business Advisors  January 2014 - March 2014

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Research, QuickBooks, Time Management, Teamwork, Customer Service, Billhighway, Phone Etiquette, General Office Skills, Management, Leadership, Social Media, Event Planning, Accounting, Public Speaking, Communication

Education
Oregon State University   2010 — 2015
Bachelor of Science (B.S.), Accounting and Finance

Duale Hochschule Baden-Württemberg   2014 — 2014
International Business, International Business

Experience
Girl Scouts of Northern California  2007 - Present
Frank, Rimerman + Co. LLP   October 2013 - July 2015
Frank, Rimerman + Co. LLP   January 2013 - April 2013
American Institutes for Research  1995 - 1999

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Accounting, Accounting, Analysis, Financial Reporting, Leadership, Customer Service, Research, Tax, Access, Peachtree

Education
San Jose State University   2012 — 2013
Master of Science (MS), Accountancy

Cal State Hayward
MS, Statistics

Experience
Marcum LLP  July 2014 - Present
Frank, Rimerman + Co. LLP   December 2013 - June 2014
Clare & Storey, LLP.   August 2005 - November 2013

Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Payroll, Accounting, Invoicing, Account Reconciliation, Tax Preparation, General Ledger, Spreadsheets, Office Management, Financial Reporting, Journal Entries, Microsoft Excel

Education
DeVry University   2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Technical Management

Skyline College   1991 — 1996
Associate's degree, Word Information Systems

Experience
Sandy Y. Leung, CPA   February 2012 - Present
Galen Y. Leung, CPA   February 2013 - Present
Tutor Corps  January 2012 - Present
Harry K. Jeung, CPA   January 2011 - October 2012
Frank, Rimerman + Co. LLP   September 2006 - July 2010
Carat  June 2006 - August 2006

Skills
QuickBooks Pro Advisor, Lacerte Tax, Microsoft Excel, Tax, ProSystem fx Tax, Tax Research, Accounting, QuickBooks, Income Tax, Tax Accounting, Revenue Recognition, Tax Returns, Trusts, Tax Preparation, Corporate Tax, Partnership Taxation, US GAAP

Education
Golden Gate University   2010 — 2015
MST, Taxation

University of California, Santa Barbara   2002 — 2006
Bachelor of Science (BS) - Economics with emphasis in Accounting, Accounting

San Francisco University High School   1998 — 2002
High School

Experience
Sensiba San Filippo LLP  July 2012 - Present
Frank, Rimerman + Co. LLP   September 2007 - July 2012
GBP&B Tax and Business Advisors   December 2005 - May 2007

Skills
Accounting, Tax Compliance, Individual Taxation, Corporate Tax, Tax Research, S Corporations, Partnership Taxation, Inheritance Tax Planning, ProSystem fx Tax, Tax Accounting, High Net Worth..., Tax, Income Tax, Financial Statements, US GAAP, CPA, FIN 48, Start-ups, International Tax, Account Reconciliation, Tax Preparation, Financial Planners, Internal Controls, Estate Tax Planning, GAAP, Financial Reporting, Sarbanes-Oxley Act, Tax Advisory, Tax Returns

Education
University of Denver - Daniels College of Business   2008 — 2009
Masters In Taxation, Tax Law

California Polytechnic State University-San Luis Obispo   2003 — 2007
B.S., Business Admin., Accounting

Experience
Frank, Rimerman + Co. LLP   November 2012 - Present
McGladrey  November 2010 - October 2012
lululemon athletica  October 2009 - July 2010
Gold & Goldberg, LLP   January 2010 - May 2010
Caturano and Company  June 2008 - August 2008

Skills
GAAP, Financial Reporting, Auditing, Financial Accounting, Internal Controls, CPA, Financial Analysis, General Ledger, Assurance, Financial Statements, External Audit, Accounting, US GAAP

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2009 — 2010
MBA, Tax

Bentley University   2007 — 2009
Bachelor of Science, Accounting

Florida State University - College of Business   2005 — 2007
Accounting

Experience
Trumark Homes  August 2014 - Present
Silicon Valley Microelectronics, Inc.   March 2014 - July 2014
Frank, Rimerman + Co. LLP   January 2010 - September 2013

Skills
Tax Research, Accounting, Income Tax, Corporate Tax, ProSystem fx Tax, Microsoft Excel, Microsoft Word, Partnership Taxation, Tax, CPA, Tax Accounting, QuickBooks, Tax Preparation

Education
California Polytechnic State University-San Luis Obispo   2005 — 2009
Business, Accounting

Experience
Sunrun  February 2014 - Present
REC Solar  January 2011 - February 2014
Frank, Rimerman + Co. LLP   September 2006 - October 2010
Lien Investment Strategies, LLC   February 2008 - December 2009

Education
California Polytechnic State University-San Luis Obispo   2002 — 2005
BS, Economics, Minor in Business

Experience
Ronald Olson, CPA / Brian Portesi, CPA   January 2007 - Present
Frank, Rimerman + Co. LLP   September 2001 - December 2006
Crown Camera   June 1997 - September 1999

Education
California Polytechnic State University-San Luis Obispo   1999 — 2001
Bachelors, Business - Accounting

Experience
Frank, Rimerman + Co. LLP   January 2011 - Present
EisnerAmper LLP  September 2005 - August 2010
Amper, Politziner & Mattia   November 2001 - September 2005

Skills
Performance Management, Process Improvement, Talent Acquisition, Program Development, Employment Law, Learning Management, Staff Development, Interviews, Organizational..., Training, Recruiting, College Recruiting, Leadership, Strategy, Human Resources, Accounting

Education
Rutgers University-New Brunswick   2004 — 2008
MBA, Business Strategy

The College of New Jersey   1997 — 2001
Bachelors of Science, Accounting

Roselle Catholic High School   1994 — 1997

Experience
Deloitte Tax LLP  August 2011 - Present
Deloitte Tax LLP  February 2010 - August 2011
Frank, Rimerman + Co. LLP   September 2005 - February 2010

Education
California Polytechnic State University-San Luis Obispo   2001 — 2005
Bachelor of Science, Accounting & Finance

Experience
Seiler LLP  January 2015 - Present
Seiler LLP  June 2012 - January 2015
Frank, Rimerman + Co. LLP   September 2008 - June 2012

Skills
Excel, Word, Quickbooks, Quicken, Financial Reporting, Axys, Advent, Payroll, Payroll Processing, Paychex, Financial Analysis, Microsoft Excel, QuickBooks, Microsoft Word

Education
California Polytechnic State University-San Luis Obispo   2004 — 2008
B.S., Business Administration - Accounting

Experience
Apple  February 2008 - Present
Sun Microsystems  June 1991 - January 2008
Frank, Rimerman + Co. LLP   1987 - 1991

Education
Golden Gate University   1992 — 1997
Masters, Tax

Santa Clara University   1983 — 1987
BSC, Accounting

Experience
Agilent Technologies  January 2011 - Present
VPTax, Inc. (dba EricThomas)   March 2003 - January 2011
Sun Microsystems  December 1998 - March 2003
Frank, Rimerman + Co. LLP   September 1997 - November 1998
Silicon Valley Group  February 1995 - August 1997
Arthur Andersen LLP  July 1987 - February 1995

Skills
Tax, Corporate Tax, Income Tax, Sales Tax, Internal Audit, Tax Preparation, Financial Statements, Sarbanes-Oxley Act, International Tax, Property Tax, US GAAP, Tax Accounting

Education
California State University, Fresno   1984 — 1987
BS, Finance

Experience
Frank, Rimerman + Co. LLP   January 2012 - Present
Opes Advisors  September 2010 - October 2011
Galileo Planning Group, Inc.   January 2007 - August 2010
Brownson, Rehmus & Foxworth   October 2004 - December 2006
Frank, Rimerman & Co.   August 2001 - August 2004
Arthur Andersen  1994 - 2000

Education
Cornell University   1989 — 1993
B.A., Art History, Economics

Dale Carnegie

Experience
Glenn Burdette  January 2013 - Present
Glenn Burdette  November 2009 - December 2012
Frank, Rimerman + Co. LLP   July 2006 - October 2009
PricewaterhouseCoopers  September 2005 - July 2006
PricewaterhouseCoopers  June 2004 - August 2004

Skills
Quickbooks, Tax, Financial Reporting, Tax Returns, QuickBooks, Tax Preparation, Corporate Tax, Income Tax, Partnership Taxation, Tax Research, Accounting, Tax Accounting, Auditing, Financial Accounting, CPA, SEC filings

Education
California Polytechnic State University-San Luis Obispo   2000 — 2005
BS, Business

Experience
Frank, Rimerman + Co. LLP   June 2005 - Present
Not for Profit organizations and Logistics Industry   June 1987 - May 2005

Skills
Tax, Accounting, Revenue Recognition, Financial Reporting, Tax Research, GAAP, US GAAP, Start-ups, Corporate Tax, Business Process..., Internal Controls

Education
Bsc in Accounting/Commerce

CPA

Institute of Cost and Works Accountants of India - ICWAI

Experience
Frank, Rimerman + Co. LLP   June 2005 - Present
Hitachi Data Systems  July 2003 - June 2005
Schnitzer Steel  October 1999 - June 2003

Education
Portland State University - School of Business
Bachelor, Accounting

Experience
Plantronics  February 2015 - Present
Frank, Rimerman + Co. LLP   2013 - 2014
Mohler, Nixon & Williams   2010 - 2012

Skills
Accounting, Start-ups, Recruiting, Project Management, Revenue Recognition, Business Development, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act

Education
Loyola College in Maryland   2004 — 2009
BA, Double Major: Accounting & International Business; Minor: Asian Studies

Bellarmine College Preparatory   2000 — 2004
High School

Experience
Frank, Rimerman + Co. LLP   October 2013 - Present
Family Caregiver Alliance  May 2012 - May 2013
CNMI Office of the Public Auditor   October 2010 - August 2011

Skills
Microsoft Excel, Microsoft Word, Accounting, Customer Service

Education
Golden Gate University   2011 — 2013
Master's degree, Accounting

Santa Clara University - Leavey School of Business   2006 — 2010
Bachelor of Science in Commerce, Finance

Experience
Frank, Rimerman + Co. LLP   2008 - 2010

Skills
Accounting, Financial Analysis, Business Process, Internal Controls, Operations Management, Internal Audit, Financial Reporting, US GAAP, Microsoft Excel, Auditing, Salesforce.com, Sarbanes-Oxley Act, Leadership

Education
University of California, Santa Cruz   2003 — 2008
B.A, Business Management and Economics, Philosophy

Maastricht University   2006 — 2006
Finance, General

Experience
Caliber Accounting Group  September 2008 - Present
Frank, Rimerman + Co. LLP   July 2007 - August 2007

Skills
Financial Reporting, Accounting, GAAP, Financial Accounting, Microsoft Excel, QuickBooks, CPA, Microsoft Word, Corporate Tax, Financial Analysis

Education
California Polytechnic State University-San Luis Obispo   2004 — 2008
BS, Business Administration, Accounting and Economics