Harb, Levy & Weiland LLP
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Harb, Levy & Weiland LLP Employees
Employee
Years
Job
Industry
Cheryl Aguilar Cheryl Aguilar's Harb, Levy & Weiland LLP Experience July 2007 - November 2010
Job Bookkeeper & Administrative Assistant
Industry Accounting
Experience
EisnerAmper LLP January 2013 - Present
Lawrence Investments December 2010 - January 2013
Harb, Levy & Weiland LLP July 2007 - November 2010
Abramson Pendergast & Co. February 2002 - May 2007
NEO Technologies March 2000 - September 2001
Skills
Financial Reporting, Photoshop, QuickBooks, Account Reconciliation, General Ledger, GAAP, Bookkeeping, Financial Accounting, Financial Statements, Tax, Tax Returns
Education
San Joaquin Delta College 1996 — 1998
Associate's degree, Business Administration and Management, General
San Joaquin Delta College 1996 — 1998
Associate's degree, Psychology
EisnerAmper LLP January 2013 - Present
Lawrence Investments December 2010 - January 2013
Harb, Levy & Weiland LLP July 2007 - November 2010
Abramson Pendergast & Co. February 2002 - May 2007
NEO Technologies March 2000 - September 2001
Skills
Financial Reporting, Photoshop, QuickBooks, Account Reconciliation, General Ledger, GAAP, Bookkeeping, Financial Accounting, Financial Statements, Tax, Tax Returns
Education
San Joaquin Delta College 1996 — 1998
Associate's degree, Business Administration and Management, General
San Joaquin Delta College 1996 — 1998
Associate's degree, Psychology
Howard Lau Howard Lau's Harb, Levy & Weiland LLP Experience 1997 - 1999
Job Principal at Corporate Diligence Specialists
Industry Computer Software
Experience
Corporate Diligence Specialists 2015 - Present
Boardwalktech, Inc. 2014 - 2015
Cisco Systems 2010 - 2013
Duff & Phelps, LLC 2005 - 2010
Hemming Morse, Inc. 2002 - 2005
Arthur Andersen & Co. 1999 - 2002
Harb, Levy & Weiland LLP 1997 - 1999
Barclays 1996 - 1997
Skills
Financial Modeling, SEC filings, Financial Analysis, Valuation, Financial Reporting, Due Diligence, Sarbanes-Oxley Act, Private Equity, Business Valuation, Accounting, Revenue Recognition, US GAAP, Internal Controls, Mergers, GAAP, M&A experience, Auditing, Corporate Finance, Financial Accounting, Tax
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor of Arts (BA), Economics
Corporate Diligence Specialists 2015 - Present
Boardwalktech, Inc. 2014 - 2015
Cisco Systems 2010 - 2013
Duff & Phelps, LLC 2005 - 2010
Hemming Morse, Inc. 2002 - 2005
Arthur Andersen & Co. 1999 - 2002
Harb, Levy & Weiland LLP 1997 - 1999
Barclays 1996 - 1997
Skills
Financial Modeling, SEC filings, Financial Analysis, Valuation, Financial Reporting, Due Diligence, Sarbanes-Oxley Act, Private Equity, Business Valuation, Accounting, Revenue Recognition, US GAAP, Internal Controls, Mergers, GAAP, M&A experience, Auditing, Corporate Finance, Financial Accounting, Tax
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor of Arts (BA), Economics
Matt Wheeler Matt Wheeler's Harb, Levy & Weiland LLP Experience November 2005 - September 2007
Job Managing Partner at LMGW CPA's LLP
Industry Accounting
Experience
LMGW CPA's LLP January 2015 - Present
LMGW CPA's LLP October 2007 - December 2014
Harb, Levy & Weiland LLP November 2005 - September 2007
Mokros & Ass March 2004 - July 2005
Skills
Tax, Income Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, Tax Returns, Tax Research, S Corporations, Auditing, QuickBooks, Estate Tax Planning, Financial Analysis, Tax Law, IRS, Tax Audits, Tax Compliance, Management, Federal Tax, Tax Services, Employee Stock Options, Start-up Consulting
Education
Golden Gate University 2006 — 2008
MS, Taxation
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts, Business Economics
Leland High School 1995 — 1999
LMGW CPA's LLP January 2015 - Present
LMGW CPA's LLP October 2007 - December 2014
Harb, Levy & Weiland LLP November 2005 - September 2007
Mokros & Ass March 2004 - July 2005
Skills
Tax, Income Tax, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, Tax Returns, Tax Research, S Corporations, Auditing, QuickBooks, Estate Tax Planning, Financial Analysis, Tax Law, IRS, Tax Audits, Tax Compliance, Management, Federal Tax, Tax Services, Employee Stock Options, Start-up Consulting
Education
Golden Gate University 2006 — 2008
MS, Taxation
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts, Business Economics
Leland High School 1995 — 1999
Liz Turecki's Harb, Levy & Weiland LLP Experience February 2006 - August 2009
Job Administrative Manager at Deloitte Services, LP
Industry Executive Office
Experience
Deloitte September 2014 - Present
Day Company January 2009 - August 2014
Harb, Levy & Weiland LLP February 2006 - August 2009
Bechtel Telecommunications June 2000 - January 2006
Big Bear Mountain Resorts October 1997 - May 2000
Platt College San Diego January 1995 - June 1997
Platt College San Diego January 1991 - January 1995
Skills
Microsoft Excel, Administrative..., Project Management, Word, Excel, PowerPoint, CCH ProSystem fx, Database Management, MS Office, Outlook, Quicken, Learning New Software, Turbo Tax, Filing Systems, Document Control, Event Planning, XCM Solutions, Auction 3.0, Graphic Design, Conducting Training, Scheduling, Notary Public, MailChimp, Google Docs/gmail, Bookkeeping
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Graphic Design
Platt College-San Diego 1993 — 1993
Computer Graphics, Graphic Design
Deloitte September 2014 - Present
Day Company January 2009 - August 2014
Harb, Levy & Weiland LLP February 2006 - August 2009
Bechtel Telecommunications June 2000 - January 2006
Big Bear Mountain Resorts October 1997 - May 2000
Platt College San Diego January 1995 - June 1997
Platt College San Diego January 1991 - January 1995
Skills
Microsoft Excel, Administrative..., Project Management, Word, Excel, PowerPoint, CCH ProSystem fx, Database Management, MS Office, Outlook, Quicken, Learning New Software, Turbo Tax, Filing Systems, Document Control, Event Planning, XCM Solutions, Auction 3.0, Graphic Design, Conducting Training, Scheduling, Notary Public, MailChimp, Google Docs/gmail, Bookkeeping
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Graphic Design
Platt College-San Diego 1993 — 1993
Computer Graphics, Graphic Design
Helen Park Johnson Helen Park Johnson's Harb, Levy & Weiland LLP Experience 1995 - 1999
Job Tax Manager at Sensiba San Filippo LLP
Industry Financial Services
Experience
Sensiba San Filippo LLP 2012 - Present
Franklin Templeton Investments 2006 - 2012
Franklin Templeton Investments 2000 - 2006
PricewaterhouseCoopers 1999 - 2000
Harb, Levy & Weiland LLP 1995 - 1999
PricewaterhouseCoopers 1991 - 1995
Skills
Private Equity, Accounting, Financial Modeling, Tax, Essbase, Financial Reporting, Income Tax
Education
Stanford University
BA, International Relations
Sensiba San Filippo LLP 2012 - Present
Franklin Templeton Investments 2006 - 2012
Franklin Templeton Investments 2000 - 2006
PricewaterhouseCoopers 1999 - 2000
Harb, Levy & Weiland LLP 1995 - 1999
PricewaterhouseCoopers 1991 - 1995
Skills
Private Equity, Accounting, Financial Modeling, Tax, Essbase, Financial Reporting, Income Tax
Education
Stanford University
BA, International Relations
Tony Cheung, CPA, MBA Tony Cheung, CPA, MBA's Harb, Levy & Weiland LLP Experience June 1994 - November 1996
Job Corporate Controller or VP Finance & Administration
Industry Computer Software
Experience
Federated Media Publishing, a social media advertising company October 2008 - May 2014
Embarcadero Technologies, a software company October 2007 - October 2008
Fox Interactive Media, a division of News Corp. December 2004 - October 2007
Cisco September 2004 - November 2004
Vitria Technology July 2004 - August 2004
UTStarcom August 2003 - June 2004
Logic Vision, Inc. November 1997 - July 2003
Jurong Hi-Tech (USA), Inc. December 1996 - October 1997
Harb, Levy & Weiland LLP June 1994 - November 1996
EBJ Foods Corp January 1991 - May 1994
Skills
Revenue Recognition, SEC filings, Acquisition Integration, Consolidation, International Accounting, Corporations, Sarbanes-Oxley Act, Mergers, US GAAP, Start-ups, Accounting, Financial Reporting, Forecasting, Managerial Finance, Financial Analysis, GAAP, IPO, Corporate Development, Internal Controls, Due Diligence
Education
Golden Gate University 1989 — 1991
MBA
Federated Media Publishing, a social media advertising company October 2008 - May 2014
Embarcadero Technologies, a software company October 2007 - October 2008
Fox Interactive Media, a division of News Corp. December 2004 - October 2007
Cisco September 2004 - November 2004
Vitria Technology July 2004 - August 2004
UTStarcom August 2003 - June 2004
Logic Vision, Inc. November 1997 - July 2003
Jurong Hi-Tech (USA), Inc. December 1996 - October 1997
Harb, Levy & Weiland LLP June 1994 - November 1996
EBJ Foods Corp January 1991 - May 1994
Skills
Revenue Recognition, SEC filings, Acquisition Integration, Consolidation, International Accounting, Corporations, Sarbanes-Oxley Act, Mergers, US GAAP, Start-ups, Accounting, Financial Reporting, Forecasting, Managerial Finance, Financial Analysis, GAAP, IPO, Corporate Development, Internal Controls, Due Diligence
Education
Golden Gate University 1989 — 1991
MBA
Katie Kobayashi, CPA Katie Kobayashi, CPA's Harb, Levy & Weiland LLP Experience July 2011 - September 2011
Job Senior Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte Tax LLP October 2013 - Present
Roger CPA Review July 2011 - June 2013
Deloitte June 2012 - August 2012
Orfalea College of Business April 2011 - June 2012
Blakeslee & Blakeslee January 2011 - June 2012
Harb, Levy & Weiland LLP July 2011 - September 2011
Deloitte July 2011 - July 2011
PwC July 2011 - July 2011
Skills
Accounting, Leadership
Education
California Polytechnic State University-San Luis Obispo 2012 — 2013
MS Accounting- Tax
California Polytechnic State University-San Luis Obispo 2009 — 2012
B.S., Business Administration- Accounting
Deloitte Tax LLP October 2013 - Present
Roger CPA Review July 2011 - June 2013
Deloitte June 2012 - August 2012
Orfalea College of Business April 2011 - June 2012
Blakeslee & Blakeslee January 2011 - June 2012
Harb, Levy & Weiland LLP July 2011 - September 2011
Deloitte July 2011 - July 2011
PwC July 2011 - July 2011
Skills
Accounting, Leadership
Education
California Polytechnic State University-San Luis Obispo 2012 — 2013
MS Accounting- Tax
California Polytechnic State University-San Luis Obispo 2009 — 2012
B.S., Business Administration- Accounting
Gautham Deshpande Gautham Deshpande's Harb, Levy & Weiland LLP Experience January 2008 - March 2012
Job Senior Manager at EisnerAmper LLP
Industry Financial Services
Experience
EisnerAmper LLP March 2012 - Present
Harb, Levy & Weiland LLP January 2008 - March 2012
Agarwal & Italia, Chartered Accountants (formerly Sharp & Tannan) May 2002 - December 2007
M,. Bhaskara Rao & Co., Chartered Accountants (HLB International) 1998 - 2001
Skills
Audit, Audit Hedge Funds,..., Hedge Funds, Private Equity, Venture Capital, Accounting, Auditing, Commercial Finance, Fair Value, Financial Instruments, Business Valuation, Financial Services, Financial Reporting, Valuation, Alternative Investments, Investments, Due Diligence, Financial Analysis, Securities, Portfolio Management
Education
American Institute of Certified Public Accountants 2011 — 2012
CPA, Audit, Accounting and taxation
The Institute of Chartered Accountants of India 1998 — 2002
CA, Audit, Finance, Accounting
Pondicherry University 2000 — 2001
Masters in Financial Management, Financial Accounting, Management, Portfolio & Security Analysis
Osmania University 1996 — 1999
Bachelors in Commerce, Accounting, tax, audit
EisnerAmper LLP March 2012 - Present
Harb, Levy & Weiland LLP January 2008 - March 2012
Agarwal & Italia, Chartered Accountants (formerly Sharp & Tannan) May 2002 - December 2007
M,. Bhaskara Rao & Co., Chartered Accountants (HLB International) 1998 - 2001
Skills
Audit, Audit Hedge Funds,..., Hedge Funds, Private Equity, Venture Capital, Accounting, Auditing, Commercial Finance, Fair Value, Financial Instruments, Business Valuation, Financial Services, Financial Reporting, Valuation, Alternative Investments, Investments, Due Diligence, Financial Analysis, Securities, Portfolio Management
Education
American Institute of Certified Public Accountants 2011 — 2012
CPA, Audit, Accounting and taxation
The Institute of Chartered Accountants of India 1998 — 2002
CA, Audit, Finance, Accounting
Pondicherry University 2000 — 2001
Masters in Financial Management, Financial Accounting, Management, Portfolio & Security Analysis
Osmania University 1996 — 1999
Bachelors in Commerce, Accounting, tax, audit
Stephen Valentine's Harb, Levy & Weiland LLP Experience January 2011 - March 2012
Job Senior Tax Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP August 2015 - Present
EisnerAmper LLP March 2012 - July 2015
Harb, Levy & Weiland LLP January 2011 - March 2012
Harb, Levy & Weiland LLP December 2006 - December 2010
Hayashi & Wayland August 2004 - November 2006
Education
Golden Gate University 2008 — 2012
Masters, Taxation
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS, Business Administration
EisnerAmper LLP August 2015 - Present
EisnerAmper LLP March 2012 - July 2015
Harb, Levy & Weiland LLP January 2011 - March 2012
Harb, Levy & Weiland LLP December 2006 - December 2010
Hayashi & Wayland August 2004 - November 2006
Education
Golden Gate University 2008 — 2012
Masters, Taxation
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS, Business Administration
Amaline Bassetti Amaline Bassetti's Harb, Levy & Weiland LLP Experience 2006 - 2009
Job Graphic Designer
Industry Graphic Design
Experience
Grafiktherapy 2011 - Present
Gap Inc./Gap October 2012 - May 2013
Aquent 2012 - 2013
eBay Inc July 2012 - September 2012
Juicey Lucy's 2011 - 2012
PixInk July 2010 - October 2010
Harb, Levy & Weiland LLP 2006 - 2009
Children's Council of San Francisco March 2005 - August 2006
Skills
Adobe Creative Suite, Illustrator, Graphics, Graphic Design, Web Design, Photoshop, Photography, Packaging, Dreamweaver, Microsoft Office, Logo Design, InDesign, Digital Photography, Image Manipulation, Image Editing, Vector Illustration, Visual Communication, Adobe Acrobat, Microsoft Excel, CSS, Typography, Branding & Identity, Microsoft Word, HTML, Screen Printing, Infographics, Mac, Apple iWork, Microsoft PowerPoint, Adobe Muse, Environmental Design, Organic Juicing, Nutritional Counseling, Photo Retouching, WordPress, MailChimp
Education
The Art Institute of California-San Francisco 2007 — 2012
Bachelor of Science, Graphic Design
Richard Stockton College of New Jersey 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Oil Painting and Photography
Grafiktherapy 2011 - Present
Gap Inc./Gap October 2012 - May 2013
Aquent 2012 - 2013
eBay Inc July 2012 - September 2012
Juicey Lucy's 2011 - 2012
PixInk July 2010 - October 2010
Harb, Levy & Weiland LLP 2006 - 2009
Children's Council of San Francisco March 2005 - August 2006
Skills
Adobe Creative Suite, Illustrator, Graphics, Graphic Design, Web Design, Photoshop, Photography, Packaging, Dreamweaver, Microsoft Office, Logo Design, InDesign, Digital Photography, Image Manipulation, Image Editing, Vector Illustration, Visual Communication, Adobe Acrobat, Microsoft Excel, CSS, Typography, Branding & Identity, Microsoft Word, HTML, Screen Printing, Infographics, Mac, Apple iWork, Microsoft PowerPoint, Adobe Muse, Environmental Design, Organic Juicing, Nutritional Counseling, Photo Retouching, WordPress, MailChimp
Education
The Art Institute of California-San Francisco 2007 — 2012
Bachelor of Science, Graphic Design
Richard Stockton College of New Jersey 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Oil Painting and Photography
David Adolphs David Adolphs's Harb, Levy & Weiland LLP Experience November 2009 - March 2012
Job Senior Tax Accountant
Industry Accounting
Experience
EisnerAmper LLP March 2012 - April 2015
Harb, Levy & Weiland LLP November 2009 - March 2012
HLW Fund Services LLC September 2009 - March 2012
Mountain View Construction January 2006 - September 2009
Skills
Financial Reporting, Accounting, GAAP, Tax, Auditing, Financial Analysis, Income Tax, Tax Preparation, Tax Research, Corporate Tax
Education
University of California, Santa Barbara 2008 — 2010
B.A., Business Economics - Accounting Emphasis
EisnerAmper LLP March 2012 - April 2015
Harb, Levy & Weiland LLP November 2009 - March 2012
HLW Fund Services LLC September 2009 - March 2012
Mountain View Construction January 2006 - September 2009
Skills
Financial Reporting, Accounting, GAAP, Tax, Auditing, Financial Analysis, Income Tax, Tax Preparation, Tax Research, Corporate Tax
Education
University of California, Santa Barbara 2008 — 2010
B.A., Business Economics - Accounting Emphasis
Carlotta Henneman Carlotta Henneman's Harb, Levy & Weiland LLP Experience December 1991 - March 2012
Job Consultant at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
EisnerAmper LLP March 2012 - September 2014
Harb, Levy & Weiland LLP December 1991 - March 2012
BDO Seidman, LLP 1988 - 1991
BDO Seidman LLP - Rockford, IL 1972 - 1988
Skills
Accounting, QuickBooks, Financial Reporting, Financial Statements, Tax Preparation, Internal Controls, Account Reconciliation, Financial Analysis, Bookkeeping, Microsoft Excel
Education
Southern Illinois University, Carbondale 1966 — 1970
B.S., Business Administration
EisnerAmper LLP September 2014 - Present
EisnerAmper LLP March 2012 - September 2014
Harb, Levy & Weiland LLP December 1991 - March 2012
BDO Seidman, LLP 1988 - 1991
BDO Seidman LLP - Rockford, IL 1972 - 1988
Skills
Accounting, QuickBooks, Financial Reporting, Financial Statements, Tax Preparation, Internal Controls, Account Reconciliation, Financial Analysis, Bookkeeping, Microsoft Excel
Education
Southern Illinois University, Carbondale 1966 — 1970
B.S., Business Administration
Sannie Chan Sannie Chan's Harb, Levy & Weiland LLP Experience 2001 - 2004
Job Consultant
Industry Accounting
Experience
Companies in Bay Area January 2008 - Present
CPA Firms in Bay Area or Other Cities October 1991 - December 2007
Harb, Levy & Weiland LLP 2001 - 2004
McIntyre and Associates 1992 - 1993
Education
University of Toronto 1990 — 1992
MBA, Professional Accounting
Hong Kong
Companies in Bay Area January 2008 - Present
CPA Firms in Bay Area or Other Cities October 1991 - December 2007
Harb, Levy & Weiland LLP 2001 - 2004
McIntyre and Associates 1992 - 1993
Education
University of Toronto 1990 — 1992
MBA, Professional Accounting
Hong Kong
Janet Ji Janet Ji's Harb, Levy & Weiland LLP Experience January 2008 - August 2011
Job Chief Financial Officer at Yiheng Capital LLC
Industry Investment Management
Experience
Yiheng Capital LLC September 2011 - Present
Harb, Levy & Weiland LLP January 2008 - August 2011
Watershed Asset Management 2006 - 2008
Harb, Levy & Weiland LLP January 2000 - August 2006
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Fund Accounting, Asset Management, Fund Administration, Private Equity, Securities, Investments, Valuation, Investor Relations, Equities, Investment Management, Capital Markets, Due Diligence, Financial Modeling
Education
Golden Gate University 1997 — 1999
Yiheng Capital LLC September 2011 - Present
Harb, Levy & Weiland LLP January 2008 - August 2011
Watershed Asset Management 2006 - 2008
Harb, Levy & Weiland LLP January 2000 - August 2006
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Fund Accounting, Asset Management, Fund Administration, Private Equity, Securities, Investments, Valuation, Investor Relations, Equities, Investment Management, Capital Markets, Due Diligence, Financial Modeling
Education
Golden Gate University 1997 — 1999
Jeanette Conley's Harb, Levy & Weiland LLP Experience February 2006 - October 2006
Job Experienced Executive Assistant
Industry Hospital & Health Care
Experience
Option 1 Staffing Services, Inc. May 2015 - Present
Allergy Asthma and Sinus Centers of Silicon Valley February 2014 - August 2014
Aon Risk Services October 2007 - February 2014
Westaff April 2007 - October 2007
Harb, Levy & Weiland LLP February 2006 - October 2006
Connecticut Children’s Medical Center February 1999 - October 2005
Skills
Invoicing, Office Management, Filing, Administrative..., Data Entry, Time Management, Confidentiality, Microsoft Office, Bookkeeping, Accounting, Insurance, Typing Skills, Outlook, Sales, Telephone Skills, 10 Key, Teamwork, Customer Service, Medical Billing, Administrative...
Education
Post University 2015 — 2018
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Data Institute Business School 1991 — 1991
Certificate, Office Technology
Option 1 Staffing Services, Inc. May 2015 - Present
Allergy Asthma and Sinus Centers of Silicon Valley February 2014 - August 2014
Aon Risk Services October 2007 - February 2014
Westaff April 2007 - October 2007
Harb, Levy & Weiland LLP February 2006 - October 2006
Connecticut Children’s Medical Center February 1999 - October 2005
Skills
Invoicing, Office Management, Filing, Administrative..., Data Entry, Time Management, Confidentiality, Microsoft Office, Bookkeeping, Accounting, Insurance, Typing Skills, Outlook, Sales, Telephone Skills, 10 Key, Teamwork, Customer Service, Medical Billing, Administrative...
Education
Post University 2015 — 2018
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Data Institute Business School 1991 — 1991
Certificate, Office Technology
Beatrix Greenwell Beatrix Greenwell's Harb, Levy & Weiland LLP Experience September 1990 - July 1993
Job Finance Manager Capital Recovery and Analysis at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company August 2002 - Present
ABM Industries 1993 - 2002
Harb, Levy & Weiland LLP September 1990 - July 1993
Ernst & Young December 1988 - March 1990
Skills
Financial Analysis, Financial Modeling, Budgets, Process Improvement, Forecasting, Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Budgeting, Analysis
Education
University of California, Santa Barbara 1984 — 1988
BA, Business Economics
University of Leeds 1986 — 1987
Junior Year Abroad, Economics
Punahou School 1970 — 1984
High School
Pacific Gas and Electric Company August 2002 - Present
ABM Industries 1993 - 2002
Harb, Levy & Weiland LLP September 1990 - July 1993
Ernst & Young December 1988 - March 1990
Skills
Financial Analysis, Financial Modeling, Budgets, Process Improvement, Forecasting, Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Budgeting, Analysis
Education
University of California, Santa Barbara 1984 — 1988
BA, Business Economics
University of Leeds 1986 — 1987
Junior Year Abroad, Economics
Punahou School 1970 — 1984
High School
Jonathan Kao Jonathan Kao's Harb, Levy & Weiland LLP Experience July 2005 - July 2009
Job Technology Professional
Industry Information Technology and Services
Experience
SolarCity May 2015 - Present
Stanford University September 2013 - September 2014
Genentech January 2013 - September 2013
Google March 2012 - October 2012
YouTube August 2011 - January 2012
UC Santa Barbara June 2010 - June 2011
Harb, Levy & Weiland LLP July 2005 - July 2009
Skills
Microsoft Office, Adobe Photoshop, Windows 7, Windows XP Professional, XP, Mandarin, Operating Systems, Troubleshooting, Research, OS X, Hardware, Software Documentation, Networking, System Administration, Photoshop, HTML, Data Analysis, Servers, PowerPoint, Technical Support
Education
University of California, Santa Barbara 2009 — 2011
BA, Linguistics
SolarCity May 2015 - Present
Stanford University September 2013 - September 2014
Genentech January 2013 - September 2013
Google March 2012 - October 2012
YouTube August 2011 - January 2012
UC Santa Barbara June 2010 - June 2011
Harb, Levy & Weiland LLP July 2005 - July 2009
Skills
Microsoft Office, Adobe Photoshop, Windows 7, Windows XP Professional, XP, Mandarin, Operating Systems, Troubleshooting, Research, OS X, Hardware, Software Documentation, Networking, System Administration, Photoshop, HTML, Data Analysis, Servers, PowerPoint, Technical Support
Education
University of California, Santa Barbara 2009 — 2011
BA, Linguistics
Mark J. Alberto Mark J. Alberto's Harb, Levy & Weiland LLP Experience February 2007 - September 2008
Job IT at Gap Inc.
Industry Accounting
Experience
Gap Inc. June 2015 - Present
Gensler September 2008 - September 2014
Harb, Levy & Weiland LLP February 2007 - September 2008
San Pablo Lytton Casino November 2005 - November 2006
Bank of America March 2001 - January 2003
Skills
Access, Active Directory, Adobe Creative Suite, Architecture, Customer Service, Microsoft Office, Photoshop, System Administration, Technical Support, Troubleshooting, Visio, Windows, Windows 7, Windows Server, XP, Network Administration, Servers
Education
San Francisco State University
Unix Systems Administration Certificate Program, April 2000 - November 2000
Gap Inc. June 2015 - Present
Gensler September 2008 - September 2014
Harb, Levy & Weiland LLP February 2007 - September 2008
San Pablo Lytton Casino November 2005 - November 2006
Bank of America March 2001 - January 2003
Skills
Access, Active Directory, Adobe Creative Suite, Architecture, Customer Service, Microsoft Office, Photoshop, System Administration, Technical Support, Troubleshooting, Visio, Windows, Windows 7, Windows Server, XP, Network Administration, Servers
Education
San Francisco State University
Unix Systems Administration Certificate Program, April 2000 - November 2000
Marci Flanery's Harb, Levy & Weiland LLP Experience November 2007 - February 2011
Job Owner at Flanery CPA
Industry Accounting
Experience
Flanery CPA May 2011 - Present
Harb, Levy & Weiland LLP November 2007 - February 2011
Flanery Consulting August 1990 - April 2007
University of Kansas School of Business August 1990 - August 1997
Arthur Andersen & Co June 1982 - August 1990
Skills
Tax, Accounting, Partnership Taxation, Tax Research, Income Tax, Tax Preparation, Estate Tax Planning, Financial Analysis, S Corporations, Tax Returns, Auditing, Tax Accounting, Small Business
Education
The Johns Hopkins University 2004 — 2006
PostDoc, Postdoctoral Fellow - Psychology
Vanderbilt University 1997 — 2005
PhD, Cognitive Psychology
University of Kansas - Graduate School of Business 1981 — 1982
MS, Business (Accounting)
The University of Kansas 1977 — 1981
BS, Accounting and Business Administration
Flanery CPA May 2011 - Present
Harb, Levy & Weiland LLP November 2007 - February 2011
Flanery Consulting August 1990 - April 2007
University of Kansas School of Business August 1990 - August 1997
Arthur Andersen & Co June 1982 - August 1990
Skills
Tax, Accounting, Partnership Taxation, Tax Research, Income Tax, Tax Preparation, Estate Tax Planning, Financial Analysis, S Corporations, Tax Returns, Auditing, Tax Accounting, Small Business
Education
The Johns Hopkins University 2004 — 2006
PostDoc, Postdoctoral Fellow - Psychology
Vanderbilt University 1997 — 2005
PhD, Cognitive Psychology
University of Kansas - Graduate School of Business 1981 — 1982
MS, Business (Accounting)
The University of Kansas 1977 — 1981
BS, Accounting and Business Administration
Eddison Lim's Harb, Levy & Weiland LLP Experience February 2007 - May 2007
Job IT Manager at Inman News
Industry Information Technology and Services
Experience
Inman News August 2013 - Present
Inman News March 2011 - August 2013
City College of San Francisco September 2008 - January 2012
Covenant Aviation Security September 2007 - March 2008
ADLE International November 2006 - September 2007
Harb, Levy & Weiland LLP February 2007 - May 2007
Olivia Companies, LLC 2004 - 2006
Webb Design 2000 - 2000
Webb Design 2000 - 2000
Skills
PHP, JavaScript, MySQL, Access, HTML, Microsoft Office, Word, SQL Server, PowerPoint, SQL, Excel, Windows, CSS, Dreamweaver, Outlook, Writing, Mac OS X, Web Development, Teamwork, Troubleshooting, Documentation, Databases, Computer Hardware, Programming, Flash, IIS, System Administration, Linux, Visio, WordPress, jQuery, Web Design, Microsoft SQL Server, Software Documentation, OS X, Microsoft Excel
Education
Cisco Network Academy 2010 — 2010
Certificate of Completion, Accessing the WAN, LAN Switching and Wireless, Network Fundamentals, Routing Protocols and Concepts
Keller Graduate School of Management 2008 — 2010
Master of Network and Communications Management, Networking
San Francisco State University 2004 — 2006
City College of San Francisco
Certificate of Completion, Web Site Development Techniques
Inman News August 2013 - Present
Inman News March 2011 - August 2013
City College of San Francisco September 2008 - January 2012
Covenant Aviation Security September 2007 - March 2008
ADLE International November 2006 - September 2007
Harb, Levy & Weiland LLP February 2007 - May 2007
Olivia Companies, LLC 2004 - 2006
Webb Design 2000 - 2000
Webb Design 2000 - 2000
Skills
PHP, JavaScript, MySQL, Access, HTML, Microsoft Office, Word, SQL Server, PowerPoint, SQL, Excel, Windows, CSS, Dreamweaver, Outlook, Writing, Mac OS X, Web Development, Teamwork, Troubleshooting, Documentation, Databases, Computer Hardware, Programming, Flash, IIS, System Administration, Linux, Visio, WordPress, jQuery, Web Design, Microsoft SQL Server, Software Documentation, OS X, Microsoft Excel
Education
Cisco Network Academy 2010 — 2010
Certificate of Completion, Accessing the WAN, LAN Switching and Wireless, Network Fundamentals, Routing Protocols and Concepts
Keller Graduate School of Management 2008 — 2010
Master of Network and Communications Management, Networking
San Francisco State University 2004 — 2006
City College of San Francisco
Certificate of Completion, Web Site Development Techniques
Bonnie Fortune's Harb, Levy & Weiland LLP Experience November 2004 - May 2009
Job CPA
Industry Accounting
Experience
Burr, Pilger & Mayer LLP July 2009 - December 2010
Harb, Levy & Weiland LLP November 2004 - May 2009
Skills
Tax Research, US GAAP, Tax, Financial Reporting, Income Tax, Partnership Taxation, Corporate Tax, Accounting, GAAP, Tax Preparation
Education
Golden Gate University 2001 — 2003
Burr, Pilger & Mayer LLP July 2009 - December 2010
Harb, Levy & Weiland LLP November 2004 - May 2009
Skills
Tax Research, US GAAP, Tax, Financial Reporting, Income Tax, Partnership Taxation, Corporate Tax, Accounting, GAAP, Tax Preparation
Education
Golden Gate University 2001 — 2003
Philip Hua's Harb, Levy & Weiland LLP Experience 2003 - 2005
Job Director of Operations at Connective Capital Management
Industry Investment Management
Experience
Connective Capital Management June 2007 - Present
Ernst & Young 2005 - 2007
Harb, Levy & Weiland LLP 2003 - 2005
Education
Purdue University - Krannert School of Management 1997 — 2002
Connective Capital Management June 2007 - Present
Ernst & Young 2005 - 2007
Harb, Levy & Weiland LLP 2003 - 2005
Education
Purdue University - Krannert School of Management 1997 — 2002
Kuang Jamie.'s Harb, Levy & Weiland LLP Experience December 1999 - January 2006
Job Tax Executive Director at Ernst & Young
Industry Accounting
Experience
EY January 2006 - Present
Harb, Levy & Weiland LLP December 1999 - January 2006
Skills
Income Tax, Partnership Taxation, REIT, Tax Accounting, Corporate Tax
Education
Golden Gate University 2000 — 2005
Master, Taxation
University of Southern California - Marshall School of Business 1994 — 1996
Bachelor's degree, Accounting
EY January 2006 - Present
Harb, Levy & Weiland LLP December 1999 - January 2006
Skills
Income Tax, Partnership Taxation, REIT, Tax Accounting, Corporate Tax
Education
Golden Gate University 2000 — 2005
Master, Taxation
University of Southern California - Marshall School of Business 1994 — 1996
Bachelor's degree, Accounting
Kim Yoshi's Harb, Levy & Weiland LLP Experience 2000 - 2004
Job Accounting Professional
Industry Accounting
Experience
Harb, Levy & Weiland LLP 2000 - 2004
Education
San Francisco State University, College of Business 1988 — 1992
Harb, Levy & Weiland LLP 2000 - 2004
Education
San Francisco State University, College of Business 1988 — 1992
Jacob Pemberton's Harb, Levy & Weiland LLP Experience June 2000 - July 2003
Job Conflicts Resolution Coordinator at Morrison & Foerster LLP
Industry Law Practice
Experience
Morrison & Foerster LLP July 2011 - Present
Morrison & Foerster LLP November 2009 - July 2011
Morrison & Foerster LLP September 2008 - November 2009
Whyte Hirschboeck Dudek S.C. February 2006 - September 2008
Whyte Hirschboeck Dudek S.C. October 2003 - February 2006
Harb, Levy & Weiland LLP June 2000 - July 2003
UC Santa Cruz January 1999 - June 2001
UC Santa Cruz September 1999 - December 2000
Skills
Records Management, Conflict Resolution, Database Admin, Legal Research, Litigation, Corporate Research, Research
Education
Milwaukee Area Technical College 2004 — 2005
Paralegal Certification
San Francisco State University 2001 — 2003
M.A., European History
University of California, Santa Cruz 1997 — 2001
B.A., History
Morrison & Foerster LLP July 2011 - Present
Morrison & Foerster LLP November 2009 - July 2011
Morrison & Foerster LLP September 2008 - November 2009
Whyte Hirschboeck Dudek S.C. February 2006 - September 2008
Whyte Hirschboeck Dudek S.C. October 2003 - February 2006
Harb, Levy & Weiland LLP June 2000 - July 2003
UC Santa Cruz January 1999 - June 2001
UC Santa Cruz September 1999 - December 2000
Skills
Records Management, Conflict Resolution, Database Admin, Legal Research, Litigation, Corporate Research, Research
Education
Milwaukee Area Technical College 2004 — 2005
Paralegal Certification
San Francisco State University 2001 — 2003
M.A., European History
University of California, Santa Cruz 1997 — 2001
B.A., History
Mingxue (Michelle) Lu, CPA's Harb, Levy & Weiland LLP Experience 2007 - 2011
Job Assistant Controller at Chengwei Ventures
Industry Accounting
Experience
Chengwei Ventures May 2014 - Present
Ernst & Young 2011 - May 2014
Harb, Levy & Weiland LLP 2007 - 2011
Iowa State University 2005 - 2007
Skills
Private Equity, Assurance, Due Diligence, Accounting, Tax, Hedge Funds, Auditing, Venture Capital, Internal Controls, Financial Accounting
Education
Iowa State University - College of Business 2005 — 2007
Master, Accounting
Iowa State University 2004 — 2007
M.S., Journalism and communication
Beijing Foreign Studies University 1998 — 2002
B.A., English literature
Chengwei Ventures May 2014 - Present
Ernst & Young 2011 - May 2014
Harb, Levy & Weiland LLP 2007 - 2011
Iowa State University 2005 - 2007
Skills
Private Equity, Assurance, Due Diligence, Accounting, Tax, Hedge Funds, Auditing, Venture Capital, Internal Controls, Financial Accounting
Education
Iowa State University - College of Business 2005 — 2007
Master, Accounting
Iowa State University 2004 — 2007
M.S., Journalism and communication
Beijing Foreign Studies University 1998 — 2002
B.A., English literature
Maria De Martini's Harb, Levy & Weiland LLP Experience 1982 - 1986
Job Controller at Morrison & Foerster LLP
Industry Accounting
Experience
Morrison & Foerster LLP 2011 - Present
Morrison & Foerster LLP February 2009 - August 2011
ABM Industries June 2001 - March 2007
Vectiv Corporation 2001 - 2001
Transamerica Finance Corporation 1999 - 2001
Transamerica Corporation 1986 - 1999
Harb, Levy & Weiland LLP 1982 - 1986
Education
University of San Francisco 1994 — 1997
MBA
University of the Philippines 1976 — 1981
BS, Accounting
Morrison & Foerster LLP 2011 - Present
Morrison & Foerster LLP February 2009 - August 2011
ABM Industries June 2001 - March 2007
Vectiv Corporation 2001 - 2001
Transamerica Finance Corporation 1999 - 2001
Transamerica Corporation 1986 - 1999
Harb, Levy & Weiland LLP 1982 - 1986
Education
University of San Francisco 1994 — 1997
MBA
University of the Philippines 1976 — 1981
BS, Accounting
Cecilia Wong's Harb, Levy & Weiland LLP Experience November 2000 - July 2005
Job Senior Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2011 - Present
Odenberg Ullakko Muranishi & Co. LLP November 2008 - October 2011
Eichstaedt & Devereaux, LLP July 2007 - October 2008
Ernst & Young July 2005 - June 2007
Harb, Levy & Weiland LLP November 2000 - July 2005
Education
Golden Gate University 2001 — 2006
Master in Taxation, Taxation
University of California, Los Angeles 1994 — 1997
Bachelor's, Econ
Grant Thornton LLP October 2011 - Present
Odenberg Ullakko Muranishi & Co. LLP November 2008 - October 2011
Eichstaedt & Devereaux, LLP July 2007 - October 2008
Ernst & Young July 2005 - June 2007
Harb, Levy & Weiland LLP November 2000 - July 2005
Education
Golden Gate University 2001 — 2006
Master in Taxation, Taxation
University of California, Los Angeles 1994 — 1997
Bachelor's, Econ
Elaine Leung, CPA's Harb, Levy & Weiland LLP Experience September 1994 - July 1997
Job Tax Director at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP October 2009 - Present
Frank, Rimerman + Co. LLP October 2004 - September 2009
Frank, Rimerman + Co. LLP October 2000 - September 2004
Frank, Rimerman + Co. LLP September 1997 - September 2000
Harb, Levy & Weiland LLP September 1994 - July 1997
Skills
Corporate Tax, Tax provision, Tax Research, state income tax, Partnership Taxation, Tax, International Tax..., Due Diligence, Provision, Tax Software, State Tax, Tax Law, Tax Advisory, FIN 48, Tax Accounting, Accounting, International Tax, Income Tax, GAAP, SEC filings, Revenue Recognition, SEC Filings
Education
San Francisco State University 1991 — 1994
MBA, Business + accounting
The Chinese University of Hong Kong
Bachelor of Applied Science (BASc), Biology, General
Frank, Rimerman + Co. LLP October 2009 - Present
Frank, Rimerman + Co. LLP October 2004 - September 2009
Frank, Rimerman + Co. LLP October 2000 - September 2004
Frank, Rimerman + Co. LLP September 1997 - September 2000
Harb, Levy & Weiland LLP September 1994 - July 1997
Skills
Corporate Tax, Tax provision, Tax Research, state income tax, Partnership Taxation, Tax, International Tax..., Due Diligence, Provision, Tax Software, State Tax, Tax Law, Tax Advisory, FIN 48, Tax Accounting, Accounting, International Tax, Income Tax, GAAP, SEC filings, Revenue Recognition, SEC Filings
Education
San Francisco State University 1991 — 1994
MBA, Business + accounting
The Chinese University of Hong Kong
Bachelor of Applied Science (BASc), Biology, General
Kami de Ruig's Harb, Levy & Weiland LLP Experience September 2007 - April 2012
Job Senior Accountant at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP March 2012 - Present
Harb, Levy & Weiland LLP September 2007 - April 2012
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Business, Accounting, Finance
EisnerAmper LLP March 2012 - Present
Harb, Levy & Weiland LLP September 2007 - April 2012
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Business, Accounting, Finance
Trisha Charbonneau's Harb, Levy & Weiland LLP Experience December 2007 - March 2012
Job Senior Accounting Manager at Move, Inc.
Industry Accounting
Experience
Move, Inc October 2014 - Present
EisnerAmper LLP August 2012 - October 2014
EisnerAmper LLP March 2012 - August 2012
Harb, Levy & Weiland LLP December 2007 - March 2012
City of Lompoc June 2005 - November 2007
Hatch & Parent December 2003 - June 2005
Skills
GAAP, Accounting, Tax, Auditing, Financial Reporting, CPA, Tax Preparation, Partnership Taxation, Tax Research, Income Tax, US GAAP, Corporate Tax, Financial Statements, Financial Accounting, Internal Controls, Tax Returns, QuickBooks
Education
University of California, Santa Barbara 1998 — 2002
BA, Business Economics with Accounting Emphasis
Move, Inc October 2014 - Present
EisnerAmper LLP August 2012 - October 2014
EisnerAmper LLP March 2012 - August 2012
Harb, Levy & Weiland LLP December 2007 - March 2012
City of Lompoc June 2005 - November 2007
Hatch & Parent December 2003 - June 2005
Skills
GAAP, Accounting, Tax, Auditing, Financial Reporting, CPA, Tax Preparation, Partnership Taxation, Tax Research, Income Tax, US GAAP, Corporate Tax, Financial Statements, Financial Accounting, Internal Controls, Tax Returns, QuickBooks
Education
University of California, Santa Barbara 1998 — 2002
BA, Business Economics with Accounting Emphasis
Randy Souza's Harb, Levy & Weiland LLP Experience September 2008 - November 2010
Job Accounting Manager at Clearlake Capital Group
Industry Financial Services
Experience
Clearlake Capital Group August 2011 - Present
Ernst & Young December 2010 - August 2011
Harb, Levy & Weiland LLP September 2008 - November 2010
Education
University of California, Santa Barbara 2006 — 2008
BA, Business Economics with Emphasis in Accounting
Clearlake Capital Group August 2011 - Present
Ernst & Young December 2010 - August 2011
Harb, Levy & Weiland LLP September 2008 - November 2010
Education
University of California, Santa Barbara 2006 — 2008
BA, Business Economics with Emphasis in Accounting
Casey Murray, CPA's Harb, Levy & Weiland LLP Experience July 2008 - April 2010
Job Senior Property Accountant at PMB Real Estate Services
Industry Accounting
Experience
PMB Real Estate Services September 2015 - Present
PMB Real Estate Services July 2013 - August 2015
Westcore Properties December 2012 - June 2013
WTAS December 2010 - December 2012
Harb, Levy & Weiland LLP July 2008 - April 2010
University of California Santa Barbara January 2008 - June 2008
Mission Linen Supply April 2007 - January 2008
Skills
CCH ProSystem fx, BNA Tax Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Tax Accounting, Tax Returns, Accounting, Personal Tax Planning, Business Tax Planning, QuickBooks, Auditing, Tax, Accounts Payable, GAAP, Corporate Tax, Financial Reporting, Financial Statements, General Ledger, Income Tax
Education
University of California, Santa Barbara 2004 — 2008
B.A, Business Economics; Accounting
PMB Real Estate Services September 2015 - Present
PMB Real Estate Services July 2013 - August 2015
Westcore Properties December 2012 - June 2013
WTAS December 2010 - December 2012
Harb, Levy & Weiland LLP July 2008 - April 2010
University of California Santa Barbara January 2008 - June 2008
Mission Linen Supply April 2007 - January 2008
Skills
CCH ProSystem fx, BNA Tax Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Tax Accounting, Tax Returns, Accounting, Personal Tax Planning, Business Tax Planning, QuickBooks, Auditing, Tax, Accounts Payable, GAAP, Corporate Tax, Financial Reporting, Financial Statements, General Ledger, Income Tax
Education
University of California, Santa Barbara 2004 — 2008
B.A, Business Economics; Accounting
Cherry Cheng, CPA's Harb, Levy & Weiland LLP Experience August 2006 - February 2012
Job Tax Manager at Cypress Wealth Advisors, LLC
Industry Accounting
Experience
Cypress Wealth Advisors, LLC December 2014 - Present
Burr Pilger Mayer December 2013 - December 2014
EisnerAmper LLP March 2012 - December 2013
Harb, Levy & Weiland LLP August 2006 - February 2012
Christopher Ikeda-Nash, CPA January 2004 - July 2006
Lamorena & Chang CPA May 2003 - November 2003
Skills
GAAP, Tax, Tax Research, Accounting, Corporate Tax, Auditing, Financial Reporting, Partnership Taxation, Tax Preparation, Personal Tax Planning, Charitable Remainder..., Nonprofits, Tax Accounting
Education
San Francisco State University
Master of Science (MS), Business Administration - Accounting
University of Hawaii at Manoa
Bachelor of Science (BS), Travel Industry Management
Cypress Wealth Advisors, LLC December 2014 - Present
Burr Pilger Mayer December 2013 - December 2014
EisnerAmper LLP March 2012 - December 2013
Harb, Levy & Weiland LLP August 2006 - February 2012
Christopher Ikeda-Nash, CPA January 2004 - July 2006
Lamorena & Chang CPA May 2003 - November 2003
Skills
GAAP, Tax, Tax Research, Accounting, Corporate Tax, Auditing, Financial Reporting, Partnership Taxation, Tax Preparation, Personal Tax Planning, Charitable Remainder..., Nonprofits, Tax Accounting
Education
San Francisco State University
Master of Science (MS), Business Administration - Accounting
University of Hawaii at Manoa
Bachelor of Science (BS), Travel Industry Management
Chad Brooks's Harb, Levy & Weiland LLP Experience October 2005 - July 2007
Job Wealth Management, Estate Planning, Accounting & Finance, Tax Consulting
Industry Investment Management
Experience
AppFolio Inc. 2012 - Present
Damitz Brooks Nightingale Turner and Morrisset January 2012 - May 2012
Hall Capital Partners LLC August 2007 - October 2011
Harb, Levy & Weiland LLP October 2005 - July 2007
Skills
Investments, Accounting, Private Equity, Valuation, Hedge Funds, Financial Reporting, Estate Planning, Partnership Taxation, Corporate Tax, Salesforce.com, Bloomberg, FASB, Real Estate Transactions, Property Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BA, Business School Double Major - Accounting and Marketing
AppFolio Inc. 2012 - Present
Damitz Brooks Nightingale Turner and Morrisset January 2012 - May 2012
Hall Capital Partners LLC August 2007 - October 2011
Harb, Levy & Weiland LLP October 2005 - July 2007
Skills
Investments, Accounting, Private Equity, Valuation, Hedge Funds, Financial Reporting, Estate Planning, Partnership Taxation, Corporate Tax, Salesforce.com, Bloomberg, FASB, Real Estate Transactions, Property Management
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BA, Business School Double Major - Accounting and Marketing
Robin La Belle's Harb, Levy & Weiland LLP Experience 1996 - 1997
Job Certified Public Accountant at Wilson, Markle, Stuckey, Hardesty & Bott, LLP
Industry Accounting
Experience
Wilson, Markle, Stuckey, Hardesty & Bott, LLP 2011 - Present
G. Turner & Associates 2009 - Present
Steven Kornetsky & Associates 1999 - 2009
OUM & Co. LLP 1997 - 1998
Harb, Levy & Weiland LLP 1996 - 1997
Skills
CPA, Tax Preparation
Education
Michigan State University
Bachelor of Arts (B.A.), Humanities
San Francisco State University
Master of Business Administration (M.B.A.), Accounting
University of Michigan
Master's degree, Library Science
Wilson, Markle, Stuckey, Hardesty & Bott, LLP 2011 - Present
G. Turner & Associates 2009 - Present
Steven Kornetsky & Associates 1999 - 2009
OUM & Co. LLP 1997 - 1998
Harb, Levy & Weiland LLP 1996 - 1997
Skills
CPA, Tax Preparation
Education
Michigan State University
Bachelor of Arts (B.A.), Humanities
San Francisco State University
Master of Business Administration (M.B.A.), Accounting
University of Michigan
Master's degree, Library Science
Bart Dyer's Harb, Levy & Weiland LLP Experience August 2009 - March 2013
Job Helpdesk Technician Level II at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP March 2013 - Present
Harb, Levy & Weiland LLP August 2009 - March 2013
UC Berkeley School of Public Health May 2007 - July 2007
Skills
Information Technology, Windows Server, Windows XP, Windows 7, Citrix, Citrix XenApp, ProSystem fx Engagement, ProSystem fx Tax, Microsoft Office, Software Documentation, Active Directory, Problem Solving, Help Desk Support, Desktop Deployment
Education
San Francisco State University 2004 — 2010
Bachelor of Science (B.S.), Physiology, General
EisnerAmper LLP March 2013 - Present
Harb, Levy & Weiland LLP August 2009 - March 2013
UC Berkeley School of Public Health May 2007 - July 2007
Skills
Information Technology, Windows Server, Windows XP, Windows 7, Citrix, Citrix XenApp, ProSystem fx Engagement, ProSystem fx Tax, Microsoft Office, Software Documentation, Active Directory, Problem Solving, Help Desk Support, Desktop Deployment
Education
San Francisco State University 2004 — 2010
Bachelor of Science (B.S.), Physiology, General