GMS Surgent CPA's & Advisors
Address: 237 Lancaster Ave, Devon, PA 19333 Hours: Closed ⋅ Opens 9AM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 975-9122Website: Category: : : : : Place name: : : Website: http://www.gmssurgent.com/ Category: Certified Public 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of GMS Surgent CPAs & Advisors Posting publicly on the Web Write a review Reviews Be the first to review
GMS Surgent CPA's & Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GMS Surgent CPA's & Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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GMS Surgent CPA's & Advisors Employees
Brian Gallagher, MT, CPA GMS Surgent CPA's & Advisors 1984 - Present
Skills
CPA, Accounting, Mergers, Tax, Finance, GAAP, Tax Accounting, Income Tax, Financial Reporting, Corporate Tax, Auditing, Financial Analysis, Tax Research, Internal Controls, Sales Tax, Mergers & Acquisitions, Private Equity, Tax Preparation, Partnership Taxation, Forensic Accounting, Business Advisory, Business Valuation, US GAAP
Education
Widener University 1990 — 1992
Master of Science, Taxation
Temple University 1979 — 1983
Bachelor of Business Administration, Accounting
Laurie Dunne John J Heck & Associates October 2001 - Present
GMS Surgent CPA's & Advisors January 2004 - April 2007
Robert Half Management Resources April 2001 - September 2001
Education
King's College 1985 — 1990
BS, Accounting & Finance
University of Scranton 1987 — 1988
Pre-Veterinary Medicine
Pat Weiss GMS Surgent CPA's & Advisors September 2013 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson September 2011 - March 2012
Hamilton Lane September 2010 - March 2011
United Refrigeration Inc. September 2009 - March 2010
Skills
Balance Sheet, Journal Entries, Tax, Data Entry, Coordinating Activities, Finance, Financial Statements, Budgets, Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Cash Flow
Education
Drexel University - College of Business and Administration 2008 — 2013
BS, Accounting
GMS Surgent CPA's & Advisors January 2015 - Present
CM Group Holdings, Inc. October 1998 - Present
Skills
Entertainment, Hospitality, Contract Negotiation, Marketing, Customer Service, Public Relations, Microsoft Office, Contract Management, Corporate Events, Live Events, Office Administration, Administrative..., Budgets, Event Planning, Administrative..., Social Networking, Social Media, Inventory Management, Trade Shows, Executive..., PowerPoint
Education
Penn State University 1984 — 1988
Bachelor's Degree
Lori Toonder, MT, CPA GMS Surgent CPA's & Advisors August 2004 - Present
Skills
Time Management, Problem Solving, Planning, Organizing, Business Advisory, Financial Analysis, Real Estate, Accounting, Financial Reporting, CPA, GAAP, Tax Preparation, Tax Accounting, Financial Statements, Revenue Recognition, US GAAP, Corporate Tax, Income Tax, General Ledger, Internal Controls, Tax, Corporate Tax Planning, Sales Tax
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2004
M.S., Accounting
Laura A. Huntley May 2015 - Present
GMS Surgent CPA's & Advisors November 2014 - Present
Intuit December 2013 - April 2014
Surgent McCoy March 2013 - September 2013
AICPA January 2012 - March 2013
VACO, LLC-Progress Energy September 2011 - January 2012
Allen Tate Realtors December 2010 - September 2011
KPMG, LLP 2006 - 2009
JL Kenneally and Co. 2005 - 2006
Skills
Real Estate, CPA, Management, Corporate Tax, Tax, Financial Reporting, Leadership, Analysis, Financial Analysis, Strategic Planning, Sales, Investment Properties
Education
Indiana University of Pennsylvania 1974 — 1978
B.S., Accounting
Emily Swetkowski GMS Surgent CPA's & Advisors September 2014 - Present
Brixmor May 2013 - August 2013
Bimbo Bakeries USA June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Oracle General Ledger, Oracle Discoverer, Invoicing
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, Accounting
William Schalleur, MBA, CPA GMS Surgent CPA's & Advisors 1970 - Present
Skills
Tax, Auditing, Accounting, Private Equity, CPA, Real Estate, Income Tax, Corporate Tax, Tax Research, Tax Accounting, Partnership Taxation
Education
Temple University
Master in Taxation
Villanova University
Temple University April 2015 - Present
McGladrey June 2015 - August 2015
Select Greater Philadelphia January 2015 - April 2015
Penske Truck Leasing May 2014 - August 2014
GMS Surgent CPA's & Advisors January 2014 - April 2014
Temple University February 2013 - March 2014
JAMES C. HAMILTON, INC June 2010 - July 2013
YMCA October 2011 - June 2012
Skills
Leadership, Public Speaking, Microsoft Word, Facebook, Dreamweaver, Team Building, Microsoft Excel, Cost Accounting, Accounting, GAAP, Social Networking, PowerPoint, Marketing, Leadership Development, MAC OS X Tiger, Sales Management, New Business Development, Microsoft Office, Marketing Strategy, Strategic Planning, Practice Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Downingtown East High School 2008 — 2012
Diploma
UniTek Global Services 2014 - Present
Olympus 2005 - 2013
YMCA - Allentown 2005 - 2013
Van Wagner Sports Group 2004 - 2005
Deloitte 1999 - 2004
GMS Surgent CPA's & Advisors 1996 - 1999
US Army 1990 - 1993
Skills
Financial Reporting, SEC filings, US GAAP, Internal Controls, Auditing, Budgets, Sarbanes-Oxley Act, Process Improvement, Financial Accounting, Internal Audit, Finance, Financial Statements, Forecasting, GAAP, Managerial Finance, Financial Analysis, Accounting, Due Diligence, Management, CPA, SEC Filings
Education
La Salle University 1994 — 1996
Bachelor, Accounting
Central Bucks West 1988 — 1990
IS Partners, LLC August 2012 - Present
Novak Francella LLC January 2011 - July 2012
GMS Surgent CPA's & Advisors August 2008 - July 2010
Skills
Microsoft Office, Internal Controls, Microsoft Excel, Management, Financial Analysis, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Accounting
Education
La Salle University - School of Business Administration 2003 — 2008
Business Administration, Accounting, Finance
Kang & Company CPA 2012 - Present
GMS Surgent CPA's & Advisors 2010 - 2012
Allstate Financial Services 2008 - 2010
H-Mart 2005 - 2007
Nonghyup Bank 2002 - 2004
Skills
Financial Reporting, Financial Analysis, Accounting, Valuation, Corporate Finance, Investments, Due Diligence, Finance, Microsoft Excel, Analysis, Private Equity, Asset Managment, Mergers, Equities, Banking, Business Valuation, Income Tax, International Tax, Sales Tax
Education
Seoul National University 1995 — 1999
Bachelor of Arts in Economics, Agricultural Economics