Garcia & Ortiz, PA
Description
Address: 888 Executive Center Dr W #101, St. Petersburg, FL 33702 Hours: Closed ⋅ Opens 9AM Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (727) 576-1245: Place name: : Website: Category: : : : : Website: http://www.garciaortiz.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Garcia & Ortiz PA Posting publicly on the Web Write a review Reviews Be the first to review
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Garcia & Ortiz, PA Employees
Employee
Years
Job
Industry
Roderick Blackett, MBA Roderick Blackett, MBA's Garcia & Ortiz, PA Experience January 2015 - Present
Job Financial Analyst at Garcia & Ortiz, PA
Industry Financial Services
Experience
Garcia & Ortiz, PA January 2015 - Present
PNC January 2012 - January 2015
SunTrust Bank June 2010 - January 2012
City of Gainesville January 2007 - June 2010
Phi Beta Sigma Fraternity Inc 2008 - 2010
Skills
Financial Analysis, Management, Mortgage Lending, Financial Services, Business Analysis, Commercial Lending, Marketing Strategy, Market Planning, Consumer Lending, Consumer Finance
Education
University of Florida 2005 — 2009
Bachelor of Arts (B.A.), History
University of Phoenix 2010 — 2011
Master of Business Administration (MBA)
Garcia & Ortiz, PA January 2015 - Present
PNC January 2012 - January 2015
SunTrust Bank June 2010 - January 2012
City of Gainesville January 2007 - June 2010
Phi Beta Sigma Fraternity Inc 2008 - 2010
Skills
Financial Analysis, Management, Mortgage Lending, Financial Services, Business Analysis, Commercial Lending, Marketing Strategy, Market Planning, Consumer Lending, Consumer Finance
Education
University of Florida 2005 — 2009
Bachelor of Arts (B.A.), History
University of Phoenix 2010 — 2011
Master of Business Administration (MBA)
Alexander Spottswood Alexander Spottswood's Garcia & Ortiz, PA Experience March 2015 - July 2015
Job Financial Manager at Succeed to Lead, LLC
Industry Military
Experience
Succeed to Lead, LLC August 2015 - Present
Garcia & Ortiz, PA March 2015 - July 2015
Fuentes Fernandez & Co. PSC / Babb Maldonado & Assoc. LLC August 2013 - March 2015
United States Marine Corps 2004 - 2008
Skills
International Relations, International..., International Business, International Logistics, Logistics Management, Fiscal Policy, Business Development, Business Strategy, Military Operations, Military Logistics, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Microsoft Word, Military, Public Speaking, Project Management, Customer Service, Analysis, PowerPoint, Finance, Financial Analysis, Leadership, Social Media
Education
The George Washington University 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Montgomery College 2009 — 2011
Business Administration and Management, General
Succeed to Lead, LLC August 2015 - Present
Garcia & Ortiz, PA March 2015 - July 2015
Fuentes Fernandez & Co. PSC / Babb Maldonado & Assoc. LLC August 2013 - March 2015
United States Marine Corps 2004 - 2008
Skills
International Relations, International..., International Business, International Logistics, Logistics Management, Fiscal Policy, Business Development, Business Strategy, Military Operations, Military Logistics, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Microsoft Word, Military, Public Speaking, Project Management, Customer Service, Analysis, PowerPoint, Finance, Financial Analysis, Leadership, Social Media
Education
The George Washington University 2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Montgomery College 2009 — 2011
Business Administration and Management, General
Jeff Daily, CPA Jeff Daily, CPA's Garcia & Ortiz, PA Experience 1993 - 1995
Job Controller at HCS, Inc.
Industry Construction
Experience
Herndon Construction Services, Inc. 2013 - Present
FranNet of Greater Tampa Bay 2011 - 2013
Big Frog of Oldsmar 2008 - 2011
Stinger Medical 2005 - 2008
Cendian Corporation 2003 - 2005
KPMG Audit 2002 - 2003
Answerthink Consulting 1996 - 2002
Turner Broadcasting 1995 - 1996
Garcia & Ortiz, PA 1993 - 1995
Skills
Coaching, Change Management, ERP, Program Management, Business Planning, Customer Relations, Process Improvement, Business Analysis, Strategic Planning, Management Consulting, Financial Systems, Accounting, New Business Development, Account Management, Financial Reporting, Retail, Business Strategy, Financial Planning, Start-ups, Business Process..., Franchising, Small Business, Management, Strategic Financial..., Public Speaking, Team Building, Business Process, Customer Service, Strategy, Sales, Franchise Consulting, Leadership, Contract Negotiation, Entrepreneurship, Selling, Budgets, Consulting, Marketing, Finance, Sales Operations, Executive Management
Education
Florida State University
Bachelor's degree, Accounting
Herndon Construction Services, Inc. 2013 - Present
FranNet of Greater Tampa Bay 2011 - 2013
Big Frog of Oldsmar 2008 - 2011
Stinger Medical 2005 - 2008
Cendian Corporation 2003 - 2005
KPMG Audit 2002 - 2003
Answerthink Consulting 1996 - 2002
Turner Broadcasting 1995 - 1996
Garcia & Ortiz, PA 1993 - 1995
Skills
Coaching, Change Management, ERP, Program Management, Business Planning, Customer Relations, Process Improvement, Business Analysis, Strategic Planning, Management Consulting, Financial Systems, Accounting, New Business Development, Account Management, Financial Reporting, Retail, Business Strategy, Financial Planning, Start-ups, Business Process..., Franchising, Small Business, Management, Strategic Financial..., Public Speaking, Team Building, Business Process, Customer Service, Strategy, Sales, Franchise Consulting, Leadership, Contract Negotiation, Entrepreneurship, Selling, Budgets, Consulting, Marketing, Finance, Sales Operations, Executive Management
Education
Florida State University
Bachelor's degree, Accounting
Alex McCaffrey, CPA, CFE Alex McCaffrey, CPA, CFE's Garcia & Ortiz, PA Experience 2009 - 2011
Job Controller at American Racing Headers
Industry Accounting
Experience
American Racing Headers December 2013 - Present
Kaplan Management Consultants, Inc. June 2012 - December 2013
Garcia & Ortiz, PA 2009 - 2011
Lewis, Birch, & Ricardo LLC January 2006 - December 2008
Skills
US GAAP reporting, Microsoft Office, Website Development, Certified Fraud Examiner, CPA, Consulting, Fraud Detection, Auditing, Internal Controls, PowerPoint, Creative Writing, CPE Presentation, Income Tax, Forensic Accounting, Accounting
Education
University of South Florida 2002 — 2008
Master's degree, Accounting
Saint Petersburg College 2000 — 2002
Associate of Arts (A.A.), Accounting and Business/Management
Centereach High School 1996 — 1999
American Racing Headers December 2013 - Present
Kaplan Management Consultants, Inc. June 2012 - December 2013
Garcia & Ortiz, PA 2009 - 2011
Lewis, Birch, & Ricardo LLC January 2006 - December 2008
Skills
US GAAP reporting, Microsoft Office, Website Development, Certified Fraud Examiner, CPA, Consulting, Fraud Detection, Auditing, Internal Controls, PowerPoint, Creative Writing, CPE Presentation, Income Tax, Forensic Accounting, Accounting
Education
University of South Florida 2002 — 2008
Master's degree, Accounting
Saint Petersburg College 2000 — 2002
Associate of Arts (A.A.), Accounting and Business/Management
Centereach High School 1996 — 1999
Tom Limroth Tom Limroth's Garcia & Ortiz, PA Experience 1984 - 1987
Job President at Donovan & Limroth, CPAs
Industry Accounting
Experience
Donovan & Limroth CPA's, PA 1993 - Present
McKelvey, Ulrich & Gassner 1990 - 1992
Strawn Marshall, CPAs 1987 - 1990
Garcia & Ortiz, PA 1984 - 1987
Skills
Certified Public...
Education
Florida State University - College of Business 1980 — 1983
Bachelors of Science, Acounting
St. Petersburg College 1978 — 1980
Business
Donovan & Limroth CPA's, PA 1993 - Present
McKelvey, Ulrich & Gassner 1990 - 1992
Strawn Marshall, CPAs 1987 - 1990
Garcia & Ortiz, PA 1984 - 1987
Skills
Certified Public...
Education
Florida State University - College of Business 1980 — 1983
Bachelors of Science, Acounting
St. Petersburg College 1978 — 1980
Business
Marianne Touger Marianne Touger's Garcia & Ortiz, PA Experience February 1998 - Present
Job CPA at Garcia & Ortiz, PA
Industry Accounting
Experience
Garcia & Ortiz, PA February 1998 - Present
Skills
Auditing, Partnership Taxation, S Corporations, CPA, Tax Research, Tax Preparation, IRS, Tax Returns, GAAP, Tax Accounting, Corporate Tax, Compilation, 1120S, General Ledger, Income Tax, Strategic Planning, Customer Service, Financial Statements
Education
University of South Florida 1996 — 1997
5th Year Accounting Program
University of Florida 1992 — 1996
Bachelor's degree, Marketing
Shorecrest Preparatory School
Garcia & Ortiz, PA February 1998 - Present
Skills
Auditing, Partnership Taxation, S Corporations, CPA, Tax Research, Tax Preparation, IRS, Tax Returns, GAAP, Tax Accounting, Corporate Tax, Compilation, 1120S, General Ledger, Income Tax, Strategic Planning, Customer Service, Financial Statements
Education
University of South Florida 1996 — 1997
5th Year Accounting Program
University of Florida 1992 — 1996
Bachelor's degree, Marketing
Shorecrest Preparatory School
Denise Sammons Denise Sammons's Garcia & Ortiz, PA Experience 1987 - 2000
Job Executive Administrative Assistant
Industry Defense & Space
Experience
General Dynamics - OTS May 2003 - May 2013
Community Foundation of Tampa Bay August 2000 - August 2002
Garcia & Ortiz, PA 1987 - 2000
Skills
Follow-through Skills, Microsoft Office 2010, Outlook, Conference Registration, PowerPoint, Event Planning, Trade Shows, Maintaining A Positive..., Creative Writing, Adobe Acrobat, SharePoint, Customer Satisfaction, Customer Service, Training, Leadership Development, DoD, Government Contracting, PeopleSoft, Leadership, Social Networking, Program Management, Software Documentation, Advertising, Newsletters, Security Clearance, Spreadsheets, Small Business, Employee Training, Concur travel, Continuing Professional..., Mentoring, Makeup Artistry, Skin Care Products, Online Research, Microsoft Office
Education
Academy of the Holy Cross
Montgomery College
General Dynamics - OTS May 2003 - May 2013
Community Foundation of Tampa Bay August 2000 - August 2002
Garcia & Ortiz, PA 1987 - 2000
Skills
Follow-through Skills, Microsoft Office 2010, Outlook, Conference Registration, PowerPoint, Event Planning, Trade Shows, Maintaining A Positive..., Creative Writing, Adobe Acrobat, SharePoint, Customer Satisfaction, Customer Service, Training, Leadership Development, DoD, Government Contracting, PeopleSoft, Leadership, Social Networking, Program Management, Software Documentation, Advertising, Newsletters, Security Clearance, Spreadsheets, Small Business, Employee Training, Concur travel, Continuing Professional..., Mentoring, Makeup Artistry, Skin Care Products, Online Research, Microsoft Office
Education
Academy of the Holy Cross
Montgomery College
Elviona Buxheli Elviona Buxheli's Garcia & Ortiz, PA Experience January 2015 - Present
Job Financial Analyst SBA 7(a) Review
Industry Financial Services
Experience
Garcia & Ortiz, PA January 2015 - Present
Clayton Holdings LLC October 2013 - January 2015
Grand Campus Living October 2012 - August 2013
Prudential Financial May 2012 - October 2012
Northwestern Mutual September 2011 - May 2012
Skills
Leadership, PowerPoint, Recruiting, Microsoft Excel, Finance, Marketing, Microsoft Office, Time Management, Microsoft Word, Analysis, SBA, Teamwork, Outlook, Sales, Human Resources, Customer Service, Commercial Lending, Mortgage Insurance, Financial Analysis, Residential Mortgages, Public Relations, Event Planning, SQL, Interviews, Social Media Marketing, Social Networking, Social Media, Research, Budgets, Leadership Development, Accounting, Public Speaking, Team Building, Access, Applicant Tracking..., Team Leadership, Training, Data Entry, Entrepreneurship, Event Management, Data Analysis, Risk Management, Insurance, Yardi, Appian, Mortgage Servicing, Asset-backed..., Securitization, Loss Mitigation, Capitalization
Education
University of Miami 2015 — 2017
Master of Business Administration (MBA)
University of South Florida 2009 — 2013
Bachelors of Science, Finance, Marketing, Minor in Political Science
Universität Osnabrück 2012 — 2012
Summer Study Abroad
Garcia & Ortiz, PA January 2015 - Present
Clayton Holdings LLC October 2013 - January 2015
Grand Campus Living October 2012 - August 2013
Prudential Financial May 2012 - October 2012
Northwestern Mutual September 2011 - May 2012
Skills
Leadership, PowerPoint, Recruiting, Microsoft Excel, Finance, Marketing, Microsoft Office, Time Management, Microsoft Word, Analysis, SBA, Teamwork, Outlook, Sales, Human Resources, Customer Service, Commercial Lending, Mortgage Insurance, Financial Analysis, Residential Mortgages, Public Relations, Event Planning, SQL, Interviews, Social Media Marketing, Social Networking, Social Media, Research, Budgets, Leadership Development, Accounting, Public Speaking, Team Building, Access, Applicant Tracking..., Team Leadership, Training, Data Entry, Entrepreneurship, Event Management, Data Analysis, Risk Management, Insurance, Yardi, Appian, Mortgage Servicing, Asset-backed..., Securitization, Loss Mitigation, Capitalization
Education
University of Miami 2015 — 2017
Master of Business Administration (MBA)
University of South Florida 2009 — 2013
Bachelors of Science, Finance, Marketing, Minor in Political Science
Universität Osnabrück 2012 — 2012
Summer Study Abroad
Brittany Hodges Brittany Hodges's Garcia & Ortiz, PA Experience November 2014 - Present
Job Financial Analyst | Solutionist | Small Business Administration
Industry Financial Services
Experience
Garcia & Ortiz, PA November 2014 - Present
Brillient Corporation June 2013 - Present
Skills
Graphic Design, Art Direction, Advertising, Multimedia, Graphics, New Media, Branding & Identity, Art, Consulting, Adobe Creative Suite, Microsoft Office, Social Media, Facebook, InDesign, Event Planning, Editing, Dreamweaver, Social Networking, Final Cut Pro, Digital Marketing, Public Relations, Blogging, Community Outreach, Web Design, Training, Adobe Acrobat, Social Media Marketing, Market Research, Management, Leadership, Analysis, Customer Service, Public Speaking, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Team Leadership, Project Management, Finance, Program Management
Education
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelor of Science (BS), Communications Technology/Technician
Garcia & Ortiz, PA November 2014 - Present
Brillient Corporation June 2013 - Present
Skills
Graphic Design, Art Direction, Advertising, Multimedia, Graphics, New Media, Branding & Identity, Art, Consulting, Adobe Creative Suite, Microsoft Office, Social Media, Facebook, InDesign, Event Planning, Editing, Dreamweaver, Social Networking, Final Cut Pro, Digital Marketing, Public Relations, Blogging, Community Outreach, Web Design, Training, Adobe Acrobat, Social Media Marketing, Market Research, Management, Leadership, Analysis, Customer Service, Public Speaking, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Word, Team Leadership, Project Management, Finance, Program Management
Education
North Carolina Agricultural and Technical State University 2006 — 2010
Bachelor of Science (BS), Communications Technology/Technician
Louis Ortiz's Garcia & Ortiz, PA Experience January 1972 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Garcia & Ortiz, PA January 1972 - Present
Skills
Capital Markets, Retirement Planning, Portfolio Management, Financial Services, Business Analysis, Financial Analysis, Loans, Mutual Funds, Risk Management, Equities, Financial Modeling, Investments, Wealth Management, Strategic Financial..., Banking, Auditing, Asset Management, Insurance, Mortgage Lending, Credit
Education
University of South Florida MBA 1969 — 1975
University of Florida - Warrington College of Business Administration 1962 — 1967
Garcia & Ortiz, PA January 1972 - Present
Skills
Capital Markets, Retirement Planning, Portfolio Management, Financial Services, Business Analysis, Financial Analysis, Loans, Mutual Funds, Risk Management, Equities, Financial Modeling, Investments, Wealth Management, Strategic Financial..., Banking, Auditing, Asset Management, Insurance, Mortgage Lending, Credit
Education
University of South Florida MBA 1969 — 1975
University of Florida - Warrington College of Business Administration 1962 — 1967
David Luppi's Garcia & Ortiz, PA Experience 1987 - 1992
Job Financial Counselor at Day Kimball Hospital
Industry Hospital & Health Care
Experience
Day Kimball Hospital December 2009 - Present
Anthem 1993 - 1998
Garcia & Ortiz, PA 1987 - 1992
Education
Bentley University 1972 — 1975
Bachelor of Science (BS), Computer Systems
Southern Connecticut State University
Day Kimball Hospital December 2009 - Present
Anthem 1993 - 1998
Garcia & Ortiz, PA 1987 - 1992
Education
Bentley University 1972 — 1975
Bachelor of Science (BS), Computer Systems
Southern Connecticut State University
Leica J L Parham, CMSgt (Ret.)'s Garcia & Ortiz, PA Experience November 2014 - Present
Job Manager Delegation Team at Garcia & Ortiz, PA
Industry Financial Services
Experience
Garcia & Ortiz, PA November 2014 - Present
Brillient Corporation April 2013 - November 2014
Premier Management Corp November 2012 - February 2013
MD Consulting, LLC October 2011 - September 2012
DCANG, USAF October 1993 - October 2011
DCANG, USAF July 2001 - December 2005
DCANG/USAF June 1998 - July 2001
Skills
Financial Analysis, DoD Budget Process,..., Financial Modeling, Management Consulting, Managerial Finance, Financial Accounting, Due Diligence, PowerPoint, Financial Audits, Auditing, Financial Forecasting, MS Excel Pivot Tables, MS Word, MS Entourage,..., Leadership, mentorship,..., Personnel Management, Training, Risk Management, US Military, US Air Force, Air National Guard, Diversity and Inclusion, Command, Air Force, Defense, DoD, Leadership, Military, National Security, Operational Planning, Policy, Security Clearance, Program Management, Top Secret, Process Improvement, Government, Government Contracting, Management, Analysis, Military Experience, Military Operations, Team Building, Strategic Planning, Human Resources, Budgets, Team Leadership
Education
Averett University 1993 — 1997
BA - Business Administration, Business Administration and Management, General
The Johns Hopkins University 2001 — 2002
MS OD/HRD, Organizational/Human Resource Development
Community College of the Air Force
Associate's Degree, Personnel Administration
Community College of the Air Force
Associate's Degree, Finance and Financial Management Services
Garcia & Ortiz, PA November 2014 - Present
Brillient Corporation April 2013 - November 2014
Premier Management Corp November 2012 - February 2013
MD Consulting, LLC October 2011 - September 2012
DCANG, USAF October 1993 - October 2011
DCANG, USAF July 2001 - December 2005
DCANG/USAF June 1998 - July 2001
Skills
Financial Analysis, DoD Budget Process,..., Financial Modeling, Management Consulting, Managerial Finance, Financial Accounting, Due Diligence, PowerPoint, Financial Audits, Auditing, Financial Forecasting, MS Excel Pivot Tables, MS Word, MS Entourage,..., Leadership, mentorship,..., Personnel Management, Training, Risk Management, US Military, US Air Force, Air National Guard, Diversity and Inclusion, Command, Air Force, Defense, DoD, Leadership, Military, National Security, Operational Planning, Policy, Security Clearance, Program Management, Top Secret, Process Improvement, Government, Government Contracting, Management, Analysis, Military Experience, Military Operations, Team Building, Strategic Planning, Human Resources, Budgets, Team Leadership
Education
Averett University 1993 — 1997
BA - Business Administration, Business Administration and Management, General
The Johns Hopkins University 2001 — 2002
MS OD/HRD, Organizational/Human Resource Development
Community College of the Air Force
Associate's Degree, Personnel Administration
Community College of the Air Force
Associate's Degree, Finance and Financial Management Services
Leila Papp's Garcia & Ortiz, PA Experience
Job Forensic Accountant at Garcia & Ortiz, PA
Industry Accounting
Experience
Garcia & Ortiz, PA
Skills
Litigation
Education
DePaul University College of Law
Juris Doctorate
Florida State University
Bachelor's degree, Accounting and Finance
Garcia & Ortiz, PA
Skills
Litigation
Education
DePaul University College of Law
Juris Doctorate
Florida State University
Bachelor's degree, Accounting and Finance