Harris myCFO
Industry: Company
DescriptionHarris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Founder: James H. Clark Founded: 1999 Subsidiaries: CTC Consulting, LLC, CTC myCFO, LLC, Asset Management Arm Parent organization: BMO Financial Corp.
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Harris myCFO Employees
Employee
Years
Job
Industry
Matt Kaftanich, CPA Matt Kaftanich, CPA's Harris myCFO Experience February 2009 - July 2012
Job Accounting Manager at Levy Family Partners
Industry Financial Services
Experience
Levy Family Partners, LLC July 2012 - Present
Harris myCFO February 2009 - July 2012
Pierce, Givens & Associates LLC June 2008 - February 2009
Skills
Tax and Accounting, Finance, Tax Returns, Accounting, Financial Statements, Microsoft Excel, General Ledger, Tax, Investments, Sales Management, Team Building, Microsoft Office, Cash Flow, Financial Analysis, P&L
Education
State of Illinois, CPA
Purdue University - Krannert School of Management 2003 — 2008
Bachelor's degree, Accounting
Levy Family Partners, LLC July 2012 - Present
Harris myCFO February 2009 - July 2012
Pierce, Givens & Associates LLC June 2008 - February 2009
Skills
Tax and Accounting, Finance, Tax Returns, Accounting, Financial Statements, Microsoft Excel, General Ledger, Tax, Investments, Sales Management, Team Building, Microsoft Office, Cash Flow, Financial Analysis, P&L
Education
State of Illinois, CPA
Purdue University - Krannert School of Management 2003 — 2008
Bachelor's degree, Accounting
Jeff Pera Jeff Pera's Harris myCFO Experience March 2000 - April 2002
Job Partner Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2002 - Present
Harris myCFO March 2000 - April 2002
PwC October 1984 - March 2000
Skills
SEC filings, GAAP, Accounting, Auditing, Internal Controls, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Business Valuation, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Private Equity
Education
Golden Gate University 1983 — 1984
Master of Science (MS), Taxation
San Diego State University 1979 — 1983
Bachelor of Science (BS), Accounting
Grant Thornton LLP June 2002 - Present
Harris myCFO March 2000 - April 2002
PwC October 1984 - March 2000
Skills
SEC filings, GAAP, Accounting, Auditing, Internal Controls, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Business Valuation, Financial Modeling, Due Diligence, Corporate Finance, Mergers, Private Equity
Education
Golden Gate University 1983 — 1984
Master of Science (MS), Taxation
San Diego State University 1979 — 1983
Bachelor of Science (BS), Accounting
Dawn Ginnaty Dawn Ginnaty's Harris myCFO Experience November 2004 - May 2010
Job Director at Pathstone Family Office
Industry Financial Services
Experience
Pathstone Family Office May 2010 - Present
Harris myCFO November 2004 - May 2010
Deloitte May 2002 - November 2004
Arthur Andersen July 1997 - May 2002
Skills
Financial Analysis, Strategic Financial..., Investments, Wealth Management, Accounting, Tax, Asset Management, Portfolio Management, Financial Modeling, Financial Reporting, Risk Management, Tax Preparation, Strategic Planning, Investment Advisory, QuickBooks, Banking, Microsoft Excel, Budgets, Private Equity, General Ledger
Education
University of South Florida 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting
Winona State University
Bachelor of Applied Science (B.A.Sc.), Mathematics Education
Pathstone Family Office May 2010 - Present
Harris myCFO November 2004 - May 2010
Deloitte May 2002 - November 2004
Arthur Andersen July 1997 - May 2002
Skills
Financial Analysis, Strategic Financial..., Investments, Wealth Management, Accounting, Tax, Asset Management, Portfolio Management, Financial Modeling, Financial Reporting, Risk Management, Tax Preparation, Strategic Planning, Investment Advisory, QuickBooks, Banking, Microsoft Excel, Budgets, Private Equity, General Ledger
Education
University of South Florida 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting
Winona State University
Bachelor of Applied Science (B.A.Sc.), Mathematics Education
Edward Park, CFA's Harris myCFO Experience December 2008 - May 2010
Job
Industry Financial Services
Experience
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Allan Zachariah's Harris myCFO Experience May 2000 - February 2010
Job Advisor to Families of Significant Wealth
Industry Financial Services
Experience
Pathstone Family Office February 2010 - Present
Harris myCFO May 2000 - February 2010
Grant Thornton LLP December 1997 - April 2000
BDO USA, LLP December 1993 - November 1997
Arthur Andersen 1981 - 1993
Skills
High Net Worth..., Family Office, Alternative Investments, Estate Planning, Tax, Wealth Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Wealth Management..., Investment Advisory, Asset Managment, Strategic Financial...
Education
University of Kentucky 1977 — 1981
BS, Accounting
Pathstone Family Office February 2010 - Present
Harris myCFO May 2000 - February 2010
Grant Thornton LLP December 1997 - April 2000
BDO USA, LLP December 1993 - November 1997
Arthur Andersen 1981 - 1993
Skills
High Net Worth..., Family Office, Alternative Investments, Estate Planning, Tax, Wealth Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Wealth Management..., Investment Advisory, Asset Managment, Strategic Financial...
Education
University of Kentucky 1977 — 1981
BS, Accounting
Jason Raby Jason Raby's Harris myCFO Experience December 2001 - April 2006
Job Graduate Student of International Relations and Pacific Studies at UCSD
Industry International Trade and Development
Experience
Give2Asia July 2015 - Present
International Relations and Pacific Studies at UCSD September 2013 - June 2015
Give2Asia June 2014 - September 2014
Peace Corps June 2007 - July 2009
Harris myCFO December 2001 - April 2006
Skills
Research, Economic Development, International Relations, Intercultural..., Microsoft Office, Program Evaluation, Policy Analysis, International..., Microsoft Excel, Stata, Microfinance, PowerPoint
Education
University of California, San Diego 2013 — 2015
Master of Pacific International Affairs, International Development and Non-Profit Management
University of California, Santa Barbara 1996 — 2000
Master of Arts, Business Economics
Give2Asia July 2015 - Present
International Relations and Pacific Studies at UCSD September 2013 - June 2015
Give2Asia June 2014 - September 2014
Peace Corps June 2007 - July 2009
Harris myCFO December 2001 - April 2006
Skills
Research, Economic Development, International Relations, Intercultural..., Microsoft Office, Program Evaluation, Policy Analysis, International..., Microsoft Excel, Stata, Microfinance, PowerPoint
Education
University of California, San Diego 2013 — 2015
Master of Pacific International Affairs, International Development and Non-Profit Management
University of California, Santa Barbara 1996 — 2000
Master of Arts, Business Economics
Russell Burns Russell Burns's Harris myCFO Experience January 2001 - October 2006
Job CoFounder & Managing Partner at WealthSite, Inc.
Industry Financial Services
Experience
WealthSite, Inc. October 2006 - Present
Harris myCFO January 2001 - October 2006
Wells Fargo January 2000 - December 2000
Skills
Portfolio Management, Investments, Hedge Funds, Alternative Investments, Valuation, Private Equity, Asset Managment, Venture Capital, Asset Management, Equities, Management, Corporate Development, Start-ups, Investment Management, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Services
Education
University of Michigan-Dearborn 1987 — 1989
Bachelor of Business Administration (BBA), Finance & Managerial Economics
Michigan State University 1984 — 1986
English, Psychology
WealthSite, Inc. October 2006 - Present
Harris myCFO January 2001 - October 2006
Wells Fargo January 2000 - December 2000
Skills
Portfolio Management, Investments, Hedge Funds, Alternative Investments, Valuation, Private Equity, Asset Managment, Venture Capital, Asset Management, Equities, Management, Corporate Development, Start-ups, Investment Management, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Services
Education
University of Michigan-Dearborn 1987 — 1989
Bachelor of Business Administration (BBA), Finance & Managerial Economics
Michigan State University 1984 — 1986
English, Psychology
Nicole Nagin Nicole Nagin's Harris myCFO Experience June 2008 - August 2009
Job Student at Washington University in St. Louis School of Law
Industry Law Practice
Experience
Washington University in St. Louis School of Law August 2012 - May 2015
U.S. Department of Justice August 2014 - December 2014
JONES DAY® May 2014 - August 2014
United States Attorney's Office May 2013 - August 2013
Pathstone Family Office June 2010 - August 2012
Institute for the Study of Modern Israel December 2009 - July 2012
Harris myCFO June 2008 - August 2009
Skills
Legal Research, Legal Writing, Organization, Public Speaking, Microsoft Excel, Westlaw, Appellate Practice, Courts
Education
Washington University School of Law 2012 — 2015
Juris Doctor (J.D.)
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Political Science High Honors
Washington University in St. Louis School of Law August 2012 - May 2015
U.S. Department of Justice August 2014 - December 2014
JONES DAY® May 2014 - August 2014
United States Attorney's Office May 2013 - August 2013
Pathstone Family Office June 2010 - August 2012
Institute for the Study of Modern Israel December 2009 - July 2012
Harris myCFO June 2008 - August 2009
Skills
Legal Research, Legal Writing, Organization, Public Speaking, Microsoft Excel, Westlaw, Appellate Practice, Courts
Education
Washington University School of Law 2012 — 2015
Juris Doctor (J.D.)
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Political Science High Honors
Jennifer Kenning's Harris myCFO Experience June 2002 - November 2002
Job Managing Director Impact Investing at Align
Industry Financial Services
Experience
Align Impact October 2014 - Present
Aspiriant November 2002 - October 2014
Harris myCFO June 2002 - November 2002
Credit Suisse First Boston June 2001 - March 2002
Skills
Wealth Management..., Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Personal Financial..., Estate Planning, Risk Management, Private Foundations, Accounting, Wealth Management, Financial Planning, Finance, Investment Management, Investments, Financial Advisory, Financial Services, Management, Strategy, Portfolio Management, Impact Investing, Venture Philanthropy, Philanthropic strategy, Multi-generational..., Multi-generational...
Education
Southern Methodist University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
The Bolles School 1994 — 1997
Highschool Diploma, 9-12th
Align Impact October 2014 - Present
Aspiriant November 2002 - October 2014
Harris myCFO June 2002 - November 2002
Credit Suisse First Boston June 2001 - March 2002
Skills
Wealth Management..., Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Personal Financial..., Estate Planning, Risk Management, Private Foundations, Accounting, Wealth Management, Financial Planning, Finance, Investment Management, Investments, Financial Advisory, Financial Services, Management, Strategy, Portfolio Management, Impact Investing, Venture Philanthropy, Philanthropic strategy, Multi-generational..., Multi-generational...
Education
Southern Methodist University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
The Bolles School 1994 — 1997
Highschool Diploma, 9-12th
Pamela Smith-Seibert Pamela Smith-Seibert's Harris myCFO Experience February 2005 - October 2010
Job Tax Professional
Industry Financial Services
Experience
Consultant October 2010 - Present
Harris myCFO February 2005 - October 2010
Glass Distributors of America 1993 - 1999
Skills
Tax Advisory, Corporate Tax, Partnership Taxation, International Tax, Tax Law, High Net Worth..., Estate Planning, Strategic Financial..., Financial Analysis, Business Planning, Business Development, Income Tax, Tax Preparation
Education
University of West Georgia 1999 — 2001
BA, Accounting and Finance
Georgia State University 1995 — 1998
Accounting and Finance
Consultant October 2010 - Present
Harris myCFO February 2005 - October 2010
Glass Distributors of America 1993 - 1999
Skills
Tax Advisory, Corporate Tax, Partnership Taxation, International Tax, Tax Law, High Net Worth..., Estate Planning, Strategic Financial..., Financial Analysis, Business Planning, Business Development, Income Tax, Tax Preparation
Education
University of West Georgia 1999 — 2001
BA, Accounting and Finance
Georgia State University 1995 — 1998
Accounting and Finance
Thomas Payne Thomas Payne's Harris myCFO Experience March 1995 - September 2010
Job SVP at US Bank
Industry Banking
Experience
US Bank April 2012 - Present
Citibank N.A. October 2010 - January 2012
Harris myCFO March 1995 - September 2010
Northern Trust March 1986 - February 1995
Seafirst Bank July 1982 - January 1986
Skills
Evaluation of private..., Structuring leveraged..., Wealth Management, Alternative Investments, Private Banking, Hedge Funds, Wealth Management..., Asset Managment, Portfolio Management, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Capital Markets, Asset Management, Banking, Due Diligence, Family Office, Credit, Finance, Financial Services, Investments, Securities, Structured Finance, Venture Capital, Private Equity
Education
Coe College
BA, Business, Economics
The University of Glasgow
Dipl of Mgmt Studies, Finance/Bus Admin
University of Iowa
MBA
US Bank April 2012 - Present
Citibank N.A. October 2010 - January 2012
Harris myCFO March 1995 - September 2010
Northern Trust March 1986 - February 1995
Seafirst Bank July 1982 - January 1986
Skills
Evaluation of private..., Structuring leveraged..., Wealth Management, Alternative Investments, Private Banking, Hedge Funds, Wealth Management..., Asset Managment, Portfolio Management, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Capital Markets, Asset Management, Banking, Due Diligence, Family Office, Credit, Finance, Financial Services, Investments, Securities, Structured Finance, Venture Capital, Private Equity
Education
Coe College
BA, Business, Economics
The University of Glasgow
Dipl of Mgmt Studies, Finance/Bus Admin
University of Iowa
MBA
Nikki Michelini Nikki Michelini's Harris myCFO Experience April 2000 - November 2002
Job Director Wealth Management, Principal at Aspiriant
Industry Investment Management
Experience
Aspiriant November 2002 - Present
Harris myCFO April 2000 - November 2002
PwC September 1997 - April 2000
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Investments, Strategic Financial..., Investment Management, Financial Analysis, Accounting, Investment Advisory, Income Tax, Retirement Planning, Asset Allocation, Investment Strategies, Portfolio Management, Asset Managment
Education
USC 1990 — 1997
BS, MBT, Accounting, Tax
Aspiriant November 2002 - Present
Harris myCFO April 2000 - November 2002
PwC September 1997 - April 2000
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Investments, Strategic Financial..., Investment Management, Financial Analysis, Accounting, Investment Advisory, Income Tax, Retirement Planning, Asset Allocation, Investment Strategies, Portfolio Management, Asset Managment
Education
USC 1990 — 1997
BS, MBT, Accounting, Tax
Allen Lin Allen Lin's Harris myCFO Experience November 2012 - April 2015
Job LATHAM & NADBORALSKI
Industry Accounting
Experience
LATHAM & NADBORALSKI May 2015 - Present
Harris myCFO November 2012 - April 2015
Seiler LLP January 2012 - November 2012
Strasbaugh May 2004 - August 2004
Skills
US GAAP, CPA, Tax, Tax Research, Partnership Taxation, Auditing, Financial Analysis, Income Tax, Tax Returns
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, Accounting, Accounting Information System, French
Dauphine University of Business
LATHAM & NADBORALSKI May 2015 - Present
Harris myCFO November 2012 - April 2015
Seiler LLP January 2012 - November 2012
Strasbaugh May 2004 - August 2004
Skills
US GAAP, CPA, Tax, Tax Research, Partnership Taxation, Auditing, Financial Analysis, Income Tax, Tax Returns
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BS, Accounting, Accounting Information System, French
Dauphine University of Business
Jim Raaf's Harris myCFO Experience June 2006 - April 2010
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax June 2010 - Present
Harris myCFO June 2006 - April 2010
Deloitte Tax LLP May 2002 - June 2006
Arthur Andersen LLP July 1981 - May 2002
Skills
High Net Worth..., Tax, Private Equity, Family Office, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Wealth Management, Fund Of Funds, Mergers & Acquisitions, Wealth Management..., Corporate Tax, Due Diligence, Tax Research, Estate Planning, Tax Advisory, Trusts, Estate Tax Planning, CPA
Education
University of Notre Dame 1977 — 1981
BBA, Accounting
Andersen Tax June 2010 - Present
Harris myCFO June 2006 - April 2010
Deloitte Tax LLP May 2002 - June 2006
Arthur Andersen LLP July 1981 - May 2002
Skills
High Net Worth..., Tax, Private Equity, Family Office, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Wealth Management, Fund Of Funds, Mergers & Acquisitions, Wealth Management..., Corporate Tax, Due Diligence, Tax Research, Estate Planning, Tax Advisory, Trusts, Estate Tax Planning, CPA
Education
University of Notre Dame 1977 — 1981
BBA, Accounting
Tracy Dalton Tracy Dalton's Harris myCFO Experience August 2012 - August 2013
Job Sr. Vice President, Wealth Fiduciary Services Manager at Johnson Bank
Industry Financial Services
Experience
Johnson Bank August 2014 - Present
BMO Harris Bank, N.A. August 2013 - August 2014
Harris myCFO August 2012 - August 2013
Fifth Third Private Bank March 2010 - August 2012
Dalton & Dalton, P.C. April 1991 - March 2010
Skills
Mergers & Acquisitions, Governance, Tax, High Net Worth..., Legal Writing, Accounting, Contract Negotiation, Investments, Joint Ventures, Finance, Internal Audit, Financial Services, Real Estate, Mergers, Management, Estate Planning, Strategic Planning, Estate Tax Planning, Financial Risk, Team Leadership, Trusts, Wealth Management, Negotiation, Analysis
Education
John Marshall Law School 2008 — 2011
LL.M., Taxation
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1990
M.B.A., Finance
DePaul University College of Law 1987 — 1990
J.D.
Valparaiso University 1982 — 1986
B.S., Accounting
Johnson Bank August 2014 - Present
BMO Harris Bank, N.A. August 2013 - August 2014
Harris myCFO August 2012 - August 2013
Fifth Third Private Bank March 2010 - August 2012
Dalton & Dalton, P.C. April 1991 - March 2010
Skills
Mergers & Acquisitions, Governance, Tax, High Net Worth..., Legal Writing, Accounting, Contract Negotiation, Investments, Joint Ventures, Finance, Internal Audit, Financial Services, Real Estate, Mergers, Management, Estate Planning, Strategic Planning, Estate Tax Planning, Financial Risk, Team Leadership, Trusts, Wealth Management, Negotiation, Analysis
Education
John Marshall Law School 2008 — 2011
LL.M., Taxation
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1990
M.B.A., Finance
DePaul University College of Law 1987 — 1990
J.D.
Valparaiso University 1982 — 1986
B.S., Accounting
Derek Pires CFP®'s Harris myCFO Experience September 2013 - December 2013
Job Investor Relations Analyst at Google
Industry Internet
Experience
Google December 2014 - Present
Google December 2013 - Present
California Hedge Fund Association (CHFA) August 2014 - Present
Harris myCFO September 2013 - December 2013
CFA Institute June 2012 - December 2013
Wells Fargo July 2011 - July 2013
Wells Fargo Bank July 2011 - July 2013
Bainbridge Capital March 2011 - June 2011
MetLife January 2010 - March 2011
Financial Planning Association, San Diego State University October 2009 - December 2010
Skills
Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Analysis, Entrepreneurship, Financial Planning, Analysis, Finance, Economic Research, Trading, Trading Systems, Statistics, Data Mining, Retirement, Estate Planning, Google Adwords, Google Docs, Google Analytics, Google Apps, Google+, SQL
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance and Bachelor of Arts, Economics, Cum Laude
Google December 2014 - Present
Google December 2013 - Present
California Hedge Fund Association (CHFA) August 2014 - Present
Harris myCFO September 2013 - December 2013
CFA Institute June 2012 - December 2013
Wells Fargo July 2011 - July 2013
Wells Fargo Bank July 2011 - July 2013
Bainbridge Capital March 2011 - June 2011
MetLife January 2010 - March 2011
Financial Planning Association, San Diego State University October 2009 - December 2010
Skills
Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Analysis, Entrepreneurship, Financial Planning, Analysis, Finance, Economic Research, Trading, Trading Systems, Statistics, Data Mining, Retirement, Estate Planning, Google Adwords, Google Docs, Google Analytics, Google Apps, Google+, SQL
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance and Bachelor of Arts, Economics, Cum Laude
Nicole Mannina Nicole Mannina's Harris myCFO Experience 2003 - 2007
Job Tax Manager at Bowman & Company LLP
Industry Accounting
Experience
Bowman & Company, LLP August 2007 - Present
Harris myCFO 2003 - 2007
KPMG 1999 - 2001
Abbott, Stringham & Lynch 1996 - 1999
Skills
Corporate Tax, CPA, Tax, GAAP, Income Tax, Tax Preparation, Partnership Taxation, Accounting, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, US GAAP, Account Reconciliation, ProSystem fx Tax
Education
San Jose State University 1992 — 1995
Bachelor of Science (B.S.), Accounting
De Anza College 1990 — 1992
Bowman & Company, LLP August 2007 - Present
Harris myCFO 2003 - 2007
KPMG 1999 - 2001
Abbott, Stringham & Lynch 1996 - 1999
Skills
Corporate Tax, CPA, Tax, GAAP, Income Tax, Tax Preparation, Partnership Taxation, Accounting, Financial Reporting, Financial Accounting, General Ledger, Financial Statements, US GAAP, Account Reconciliation, ProSystem fx Tax
Education
San Jose State University 1992 — 1995
Bachelor of Science (B.S.), Accounting
De Anza College 1990 — 1992
Romey Del Fiugo Romey Del Fiugo's Harris myCFO Experience January 2004 - December 2009
Job Risk,Compliance, Audit Officer, CTC myCFO, LLC
Industry Investment Management
Experience
CTC myCFO January 2014 - Present
Harris myCFO Investment Adviosry Services LLC January 2010 - January 2014
Harris myCFO January 2004 - December 2009
Skills
Investments, Training, Wealth Management, Financial Services, Team Building, Integration, Enterprise Software, Project Planning, Time Management, Hedge Funds, Securities, Alternative Investments
Education
University of California, San Diego 1993 — 1997
BA, Political Science
Venice High School 1991 — 1993
CTC myCFO January 2014 - Present
Harris myCFO Investment Adviosry Services LLC January 2010 - January 2014
Harris myCFO January 2004 - December 2009
Skills
Investments, Training, Wealth Management, Financial Services, Team Building, Integration, Enterprise Software, Project Planning, Time Management, Hedge Funds, Securities, Alternative Investments
Education
University of California, San Diego 1993 — 1997
BA, Political Science
Venice High School 1991 — 1993
Susan M. Tillery CPA/PFS, CFP ® Susan M. Tillery CPA/PFS, CFP ®'s Harris myCFO Experience January 2004 - March 2007
Job President/CEO Paraklete Financial, Inc. CoFounder of financial planning without asset management or product placement.
Industry Financial Services
Experience
Paraklete Financial, Inc. March 2007 - Present
Harris myCFO January 2004 - March 2007
Skills
Retirement Planning, Financial Planning, Financial Planners, Asset Management, Finance, Strategic Financial..., Estate Planning, Retirement, Financial Services, Wealth, Tax, Personal Finance, Small Business, Wealth Management, Financial Analysis, Strategic Planning, Investment Advisory, High Net Worth..., Investments, Management
Education
The University of Georgia 1976 — 1981
BBA, MAcc, Accounting, Tax
Paraklete Financial, Inc. March 2007 - Present
Harris myCFO January 2004 - March 2007
Skills
Retirement Planning, Financial Planning, Financial Planners, Asset Management, Finance, Strategic Financial..., Estate Planning, Retirement, Financial Services, Wealth, Tax, Personal Finance, Small Business, Wealth Management, Financial Analysis, Strategic Planning, Investment Advisory, High Net Worth..., Investments, Management
Education
The University of Georgia 1976 — 1981
BBA, MAcc, Accounting, Tax
Kevin McAuliffe Kevin McAuliffe's Harris myCFO Experience July 1999 - April 2002
Job Partner at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP May 2002 - Present
Harris myCFO July 1999 - April 2002
EY September 1996 - June 1999
PwC 1984 - August 1996
Skills
Tax Accounting, Partnership Taxation, Accounting, Tax, Income Tax, Financial Accounting, Tax Research, Tax Returns, Corporate Tax, Tax Preparation, Financial Reporting, Mergers & Acquisitions, CPA, Financial Statements, Start-ups, Auditing, US GAAP, High Net Worth..., GAAP
Education
DePaul University College of Law 1982 — 1985
Master of Laws, Taxation
Loyola University Chicago School of Law 1979 — 1982
JD, Litigation, Taxation
Augustana College 1975 — 1979
BA, Accounting, Poli Sci
Frank, Rimerman + Co. LLP May 2002 - Present
Harris myCFO July 1999 - April 2002
EY September 1996 - June 1999
PwC 1984 - August 1996
Skills
Tax Accounting, Partnership Taxation, Accounting, Tax, Income Tax, Financial Accounting, Tax Research, Tax Returns, Corporate Tax, Tax Preparation, Financial Reporting, Mergers & Acquisitions, CPA, Financial Statements, Start-ups, Auditing, US GAAP, High Net Worth..., GAAP
Education
DePaul University College of Law 1982 — 1985
Master of Laws, Taxation
Loyola University Chicago School of Law 1979 — 1982
JD, Litigation, Taxation
Augustana College 1975 — 1979
BA, Accounting, Poli Sci
Cleo Chang Cleo Chang's Harris myCFO Experience January 2001 - July 2003
Job Managing Director, Head of Investment Research
Industry Financial Services
Experience
Wilshire Associates March 2005 - Present
Harris myCFO January 2001 - July 2003
Asset Strategy Consulting January 1999 - December 2000
Education
University of California, Berkeley
BA, Economics
University of Southern California - Marshall School of Business
MBA, Finance
Wilshire Associates March 2005 - Present
Harris myCFO January 2001 - July 2003
Asset Strategy Consulting January 1999 - December 2000
Education
University of California, Berkeley
BA, Economics
University of Southern California - Marshall School of Business
MBA, Finance
Ellen Y. Zhang's Harris myCFO Experience February 2005 - December 2009
Job Broker Associate at Alain Pinel Realtors, Los Altos
Industry Real Estate
Experience
Alain Pinel Realtors, Los Altos July 2015 - Present
Happy Realty/Happy Financial July 2013 - June 2015
Fujitsu America Inc. December 2009 - June 2013
Harris myCFO February 2005 - December 2009
Skills
General Ledger, Financial Reporting, Excel, Internal Controls, Financial Analysis, Revenue Recognition, Real Estate, Account Reconciliation, Auditing, SEC filings
Education
California State University-Los Angeles 2001 — 2002
MBA, Accounting
Alain Pinel Realtors, Los Altos July 2015 - Present
Happy Realty/Happy Financial July 2013 - June 2015
Fujitsu America Inc. December 2009 - June 2013
Harris myCFO February 2005 - December 2009
Skills
General Ledger, Financial Reporting, Excel, Internal Controls, Financial Analysis, Revenue Recognition, Real Estate, Account Reconciliation, Auditing, SEC filings
Education
California State University-Los Angeles 2001 — 2002
MBA, Accounting
Christina Luna's Harris myCFO Experience September 2002 - July 2003
Job Executive Assistant to the CMO at PayPal
Industry Internet
Juvy Mae Cudal-Balagot's Harris myCFO Experience 2005 - 2006
Job Manager, License Management Services at Oracle
Industry Computer Software
Experience
Oracle January 2012 - Present
Oracle December 2009 - January 2012
Oracle June 2008 - December 2009
BEA Systems March 2007 - June 2008
BEA Systems via PRO Unlimited May 2006 - March 2007
Harris myCFO 2005 - 2006
Foothill Financial Group 2003 - 2005
Dowler Gruman Architects 2001 - 2003
Shea Homes 1996 - 2000
Skills
Software Licensing, Management, License Management, Project Management, Software Industry, Program Management, Auditing, Due Diligence
Education
San Francisco State University
Bachelor’s Degree, Business Administration - Finance
Oracle January 2012 - Present
Oracle December 2009 - January 2012
Oracle June 2008 - December 2009
BEA Systems March 2007 - June 2008
BEA Systems via PRO Unlimited May 2006 - March 2007
Harris myCFO 2005 - 2006
Foothill Financial Group 2003 - 2005
Dowler Gruman Architects 2001 - 2003
Shea Homes 1996 - 2000
Skills
Software Licensing, Management, License Management, Project Management, Software Industry, Program Management, Auditing, Due Diligence
Education
San Francisco State University
Bachelor’s Degree, Business Administration - Finance
Deborah Vandover's Harris myCFO Experience 2006 - 2007
Job Office Manager at Prevent Blindness Georgia
Industry Accounting
Experience
Prevent Blindness Georgia September 2014 - Present
Safe House Outreach February 2010 - September 2014
Partnership Financial Consulting March 2007 - September 2009
Harris myCFO 2006 - 2007
TPSI 2001 - 2004
The P&A Group 1995 - 2001
Skills
Accounting, General Ledger, Budgets, Auditing, Sales Tax, QuickBooks, Account Reconciliation, Financial Analysis, Journal Entries, Peachtree, Tax Preparation, Payroll Taxes, Bookkeeping, Fixed Assets, Accounts Payable, Financial Statements, Accruals, Financial Accounting, GAAP, Financial Reporting, Pensions, Internal Controls, Tax, Bank Reconciliation, Income Statement, P&L
Education
Daemen College 1977 — 1978
Accounting and Business/Management
Bryant & Stratton College 1975 — 1977
Associate, Accounting
Prevent Blindness Georgia September 2014 - Present
Safe House Outreach February 2010 - September 2014
Partnership Financial Consulting March 2007 - September 2009
Harris myCFO 2006 - 2007
TPSI 2001 - 2004
The P&A Group 1995 - 2001
Skills
Accounting, General Ledger, Budgets, Auditing, Sales Tax, QuickBooks, Account Reconciliation, Financial Analysis, Journal Entries, Peachtree, Tax Preparation, Payroll Taxes, Bookkeeping, Fixed Assets, Accounts Payable, Financial Statements, Accruals, Financial Accounting, GAAP, Financial Reporting, Pensions, Internal Controls, Tax, Bank Reconciliation, Income Statement, P&L
Education
Daemen College 1977 — 1978
Accounting and Business/Management
Bryant & Stratton College 1975 — 1977
Associate, Accounting
Angela Weiden's Harris myCFO Experience February 2001 - December 2001
Job Consultant, Lynda Cannon Greene Consulting
Industry Program Development
Experience
eBay Inc April 2003 - August 2005
The Tech Museum of Innovation January 2002 - March 2003
Harris myCFO February 2001 - December 2001
Remedy Corporation September 1997 - December 2000
SBC Communications Ltd September 1996 - September 1997
Price Waterhouse Management Consultants August 1993 - August 1996
Skills
E-commerce, Product Management, Analytics, Online Marketing, Business Strategy, Strategic Planning, Corporate Development, Product Marketing, Strategy, Fundraising, Strategic Corporate..., Financial Projects, Valuation, ROI Optimization, Sponsorship Programs, Program Management, Marketing, Brand Development, Marketing Strategy, Business Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Marketing
University of California, Berkeley 1988 — 1993
Bachelor's degree, Business/Managerial Economics
eBay Inc April 2003 - August 2005
The Tech Museum of Innovation January 2002 - March 2003
Harris myCFO February 2001 - December 2001
Remedy Corporation September 1997 - December 2000
SBC Communications Ltd September 1996 - September 1997
Price Waterhouse Management Consultants August 1993 - August 1996
Skills
E-commerce, Product Management, Analytics, Online Marketing, Business Strategy, Strategic Planning, Corporate Development, Product Marketing, Strategy, Fundraising, Strategic Corporate..., Financial Projects, Valuation, ROI Optimization, Sponsorship Programs, Program Management, Marketing, Brand Development, Marketing Strategy, Business Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Marketing
University of California, Berkeley 1988 — 1993
Bachelor's degree, Business/Managerial Economics
Megan Keaty's Harris myCFO Experience 2001 - 2004
Job at Parametric
Industry Financial Services
Experience
Parametric May 2013 - Present
Parametric November 2009 - May 2013
Parametric May 2004 - November 2009
Harris myCFO 2001 - 2004
Skills
Wealth Management
Education
Gonzaga University - School of Business Administration 1994 — 1998
BBA, Marketing
Gonzaga in Florence 1996 — 1997
Study abroad program
Parametric May 2013 - Present
Parametric November 2009 - May 2013
Parametric May 2004 - November 2009
Harris myCFO 2001 - 2004
Skills
Wealth Management
Education
Gonzaga University - School of Business Administration 1994 — 1998
BBA, Marketing
Gonzaga in Florence 1996 — 1997
Study abroad program
TIM VOLK's Harris myCFO Experience January 2001 - April 2009
Job Trusted Strategic Advisor & Consultant to Family Businesses ● Real Estate Rehabilitation & Development Specialist
Industry Financial Services
Experience
T.Volk & Company May 2009 - Present
Teton Tack & Feed LLC December 2010 - Present
Harris myCFO January 2001 - April 2009
BMO Harris Bank 2001 - 2004
PNC Mortgage April 1997 - April 2000
Wallick and Volk Inc. April 1985 - April 1997
Skills
Marketing Strategy, New Business Development, Business Strategy, Strategic Planning, Business Development, Sales Management, Leadership Development, Brand Management, Financial Analysis, Financial Services, Mortgage Lending, Real Estate, Real Estate Development, Real Estate Transactions, Residential Real Estate, Executive Leadership, Family Businesses, Entrepreneurialism, Operations Management, Multi-generational..., Strategic Financial..., Leadership, Team Leadership, Executive Coaching, Entrepreneurship, Branding & Identity, Communication, Consulting, Asset Managment, CRM, Management, Family Office, Change Management, Wealth, Finance, Public Speaking, Investments, Program Management, Project Management, Coaching, Competitive Analysis, Social Media Marketing, Family Business, Mergers, Asset Allocation, Asset Management
Education
Lesley University 1993 — 1995
1995, Masters, Business
Oregon State University 1981 — 1985
B.S. Business Administration, Finance
T.Volk & Company May 2009 - Present
Teton Tack & Feed LLC December 2010 - Present
Harris myCFO January 2001 - April 2009
BMO Harris Bank 2001 - 2004
PNC Mortgage April 1997 - April 2000
Wallick and Volk Inc. April 1985 - April 1997
Skills
Marketing Strategy, New Business Development, Business Strategy, Strategic Planning, Business Development, Sales Management, Leadership Development, Brand Management, Financial Analysis, Financial Services, Mortgage Lending, Real Estate, Real Estate Development, Real Estate Transactions, Residential Real Estate, Executive Leadership, Family Businesses, Entrepreneurialism, Operations Management, Multi-generational..., Strategic Financial..., Leadership, Team Leadership, Executive Coaching, Entrepreneurship, Branding & Identity, Communication, Consulting, Asset Managment, CRM, Management, Family Office, Change Management, Wealth, Finance, Public Speaking, Investments, Program Management, Project Management, Coaching, Competitive Analysis, Social Media Marketing, Family Business, Mergers, Asset Allocation, Asset Management
Education
Lesley University 1993 — 1995
1995, Masters, Business
Oregon State University 1981 — 1985
B.S. Business Administration, Finance
Susan A. Payne, CFP®'s Harris myCFO Experience April 2006 - September 2010
Job Board Member, Executive Board Secretary, Board Development Committee at Timeline Theatre Co
Industry Financial Services
Experience
Timeline Theatre Co September 2013 - Present
Metropolitan Capital Bank & Trust July 2013 - Present
Harris myCFO April 2006 - September 2010
BMO Financial Group December 1999 - April 2006
BMO Financial Group March 1997 - December 1999
BMO Financial Group January 1996 - March 1997
BMO Financial Group November 1994 - March 1996
BMO Financial Group September 1993 - November 1994
BMO Financial Group September 1986 - September 1993
Skills
Investor Relations, Banking, Management, Relationship Management, Executive Coaching, Mentoring, Non-profit Boards, Retirement Planning, Options, Leadership, Competitive Analysis, Hedge Funds, Portfolio Management, Start-ups, Executive Management, CRM, Finance, Strategy, Wealth Management, Investment Advisory, Financial Analysis, Equities, Commercial Banking, Asset Allocation, Financial Services, Investment Banking, Asset Management, Asset Managment, Alternative Investments, Investments, Credit, Capital Markets, Mutual Funds, Loans
Education
McMaster University
MBA, Finance and Economics
DePaul University 2006 — 2008
CFP®
The University of Western Ontario 1968 — 1972
(Hon) B.Sc, Zoology
Timeline Theatre Co September 2013 - Present
Metropolitan Capital Bank & Trust July 2013 - Present
Harris myCFO April 2006 - September 2010
BMO Financial Group December 1999 - April 2006
BMO Financial Group March 1997 - December 1999
BMO Financial Group January 1996 - March 1997
BMO Financial Group November 1994 - March 1996
BMO Financial Group September 1993 - November 1994
BMO Financial Group September 1986 - September 1993
Skills
Investor Relations, Banking, Management, Relationship Management, Executive Coaching, Mentoring, Non-profit Boards, Retirement Planning, Options, Leadership, Competitive Analysis, Hedge Funds, Portfolio Management, Start-ups, Executive Management, CRM, Finance, Strategy, Wealth Management, Investment Advisory, Financial Analysis, Equities, Commercial Banking, Asset Allocation, Financial Services, Investment Banking, Asset Management, Asset Managment, Alternative Investments, Investments, Credit, Capital Markets, Mutual Funds, Loans
Education
McMaster University
MBA, Finance and Economics
DePaul University 2006 — 2008
CFP®
The University of Western Ontario 1968 — 1972
(Hon) B.Sc, Zoology
Craig Hardwick's Harris myCFO Experience September 2000 - October 2009
Job Vice President, Sr. Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust October 2009 - Present
Harris myCFO September 2000 - October 2009
Harris myCFO 2000 - 2008
Bank of America November 1999 - September 2000
Bank of America January 1997 - October 1999
Skills
Investments, Financial Services
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
BS, Finance and Marketing
Northern Trust October 2009 - Present
Harris myCFO September 2000 - October 2009
Harris myCFO 2000 - 2008
Bank of America November 1999 - September 2000
Bank of America January 1997 - October 1999
Skills
Investments, Financial Services
Education
College for Financial Planning 2005 — 2007
Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1986 — 1990
BS, Finance and Marketing
Karen Bird's Harris myCFO Experience 2003 - 2005
Job Staff Attorney at Ninth Circuit Court of Appeals
Industry Law Practice
Experience
U.S. Court of Appeals, Ninth Circuit April 2012 - Present
Department of Justice, Executive Office For Immigration Review September 2008 - September 2010
Harris mycfo 2003 - 2005
Assante Asset Management 1997 - 2002
Education
University of San Francisco School of Law 2005 — 2008
U.S. Court of Appeals, Ninth Circuit April 2012 - Present
Department of Justice, Executive Office For Immigration Review September 2008 - September 2010
Harris mycfo 2003 - 2005
Assante Asset Management 1997 - 2002
Education
University of San Francisco School of Law 2005 — 2008
Heidi Fisher's Harris myCFO Experience 2000 - 2003
Job Self Employed Financial Consultant
Industry Banking
Experience
Self Employed - Financial Consultant 2013 - Present
JP Morgan Chase 2008 - 2013
Washington Mutual 2004 - 2008
Self Employed Financial Consultant - 2003 - 2004
Harris myCFO 2000 - 2003
Universal Pictures 1991 - 2000
Skills
Analytics, Strategic Planning, Valuation, Financial Risk, Key Performance..., Project Management, User Interface Design, Bookkeeping, Account Reconciliation, Invoicing, QuickBooks, General Ledger, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, 10 Key, XSL, Risk Management, Banking, Credit, Business Planning, Mortgage Lending, Loans, Executive Management, Financial Reporting, Strategy
Education
California State University-Northridge
BS, Finance, cum laude
Self Employed - Financial Consultant 2013 - Present
JP Morgan Chase 2008 - 2013
Washington Mutual 2004 - 2008
Self Employed Financial Consultant - 2003 - 2004
Harris myCFO 2000 - 2003
Universal Pictures 1991 - 2000
Skills
Analytics, Strategic Planning, Valuation, Financial Risk, Key Performance..., Project Management, User Interface Design, Bookkeeping, Account Reconciliation, Invoicing, QuickBooks, General Ledger, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Windows, 10 Key, XSL, Risk Management, Banking, Credit, Business Planning, Mortgage Lending, Loans, Executive Management, Financial Reporting, Strategy
Education
California State University-Northridge
BS, Finance, cum laude
Lynn Lorimer's Harris myCFO Experience January 2006 - February 2009
Job Tax Preparer Seeking Job
Industry Financial Services
Experience
Seeking April 2013 - Present
Deloitte Tax LLP January 2011 - April 2013
Harris myCFO January 2006 - February 2009
PricewaterhouseCoopers 2001 - 2003
Skills
Tax
Education
San Jose State University
BA
Seeking April 2013 - Present
Deloitte Tax LLP January 2011 - April 2013
Harris myCFO January 2006 - February 2009
PricewaterhouseCoopers 2001 - 2003
Skills
Tax
Education
San Jose State University
BA
Adam Smith, CFA, CAIA's Harris myCFO Experience January 2009 - July 2012
Job Investment Banking Associate
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Harris myCFO January 2009 - July 2012
Bloomberg June 2007 - December 2008
Artisan Partners June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Capital Markets, Asset Managment, Investments, Alternative Investments, Financial Analysis, Hedge Funds, Securities, Financial Markets, Wealth Management, Corporate Finance, Finance, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Management
Lehigh University 2003 — 2007
BS, Finance
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Harris myCFO January 2009 - July 2012
Bloomberg June 2007 - December 2008
Artisan Partners June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Capital Markets, Asset Managment, Investments, Alternative Investments, Financial Analysis, Hedge Funds, Securities, Financial Markets, Wealth Management, Corporate Finance, Finance, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Management
Lehigh University 2003 — 2007
BS, Finance
Jeff Kriegisch's Harris myCFO Experience October 2001 - July 2003
Job Consultant at AdvisoryWorld Financial Technology
Industry Financial Services
Experience
AdvisoryWorld Financial Technology January 2014 - Present
Wilshire Associates March 2008 - November 2013
National Planning Corporation (NPC) February 2004 - March 2008
Harris myCFO October 2001 - July 2003
Asset Strategy Consulting 1997 - 2001
Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of California, Los Angeles 1994 — 1996
B.A., Finance
AdvisoryWorld Financial Technology January 2014 - Present
Wilshire Associates March 2008 - November 2013
National Planning Corporation (NPC) February 2004 - March 2008
Harris myCFO October 2001 - July 2003
Asset Strategy Consulting 1997 - 2001
Skills
Investment Advisory, Investments, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Hedge Funds, Investment Management, Performance Attribution, Performance Reporting, Securities, Relationship Management, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of California, Los Angeles 1994 — 1996
B.A., Finance
Gary Curts's Harris myCFO Experience May 2010 - January 2014
Job Investment Administration Associate at JMG Financial Group, Oak Brook, Illinois
Industry Financial Services
Experience
Harris myCFO May 2010 - January 2014
Gresham Partners LLC March 2000 - May 2010
Lodestar Investment Counsel March 1998 - April 2000
William Blair Investment Management September 1993 - March 1998
Rothschild Securities Corp. April 1990 - September 1993
William Blair and Company February 1985 - April 1990
William Blair and Company January 1984 - February 1985
William Blair and Company February 1981 - January 1984
Skills
Trading, Portfolio Management, Asset Management, Investments, Accounting, Account Reconciliation, Management, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Mutual Funds, Portfolio Performance..., Securities, Valuation, Financial Services, Strategic Financial...
Education
Ball State University 1973 — 1978
BA, German, French
Harris myCFO May 2010 - January 2014
Gresham Partners LLC March 2000 - May 2010
Lodestar Investment Counsel March 1998 - April 2000
William Blair Investment Management September 1993 - March 1998
Rothschild Securities Corp. April 1990 - September 1993
William Blair and Company February 1985 - April 1990
William Blair and Company January 1984 - February 1985
William Blair and Company February 1981 - January 1984
Skills
Trading, Portfolio Management, Asset Management, Investments, Accounting, Account Reconciliation, Management, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Mutual Funds, Portfolio Performance..., Securities, Valuation, Financial Services, Strategic Financial...
Education
Ball State University 1973 — 1978
BA, German, French
Brandi (Augustine) Carter's Harris myCFO Experience March 2007 - April 2008
Job Senior Finance Analyst at Life Care Services
Industry Accounting
Experience
Brooks Lodden, P.C. January 2013 - April 2015
Housby Mack, Inc December 2009 - August 2011
Eurofins Scientific, Inc September 2008 - October 2009
Harris myCFO March 2007 - April 2008
Edwards Graphic Arts February 2005 - March 2007
Skills
Accounting, General Ledger, Financial Analysis, Accounts Payable, Accounts Receivable, Cash Flow, Variance Analysis, Fixed Assets, Internal Controls, Journal Entries, Financial Statements, Tax, Auditing, Budgets, Great Plains Software, Consolidation, Financial Audits, Finance
Education
Drake University 2011 — 2012
Master of Accounting, Accounting, 3.80
Louisiana State University 1999 — 2003
Bachelor of Science Degree, Accounting
Brooks Lodden, P.C. January 2013 - April 2015
Housby Mack, Inc December 2009 - August 2011
Eurofins Scientific, Inc September 2008 - October 2009
Harris myCFO March 2007 - April 2008
Edwards Graphic Arts February 2005 - March 2007
Skills
Accounting, General Ledger, Financial Analysis, Accounts Payable, Accounts Receivable, Cash Flow, Variance Analysis, Fixed Assets, Internal Controls, Journal Entries, Financial Statements, Tax, Auditing, Budgets, Great Plains Software, Consolidation, Financial Audits, Finance
Education
Drake University 2011 — 2012
Master of Accounting, Accounting, 3.80
Louisiana State University 1999 — 2003
Bachelor of Science Degree, Accounting
Amalie Hyneman's Harris myCFO Experience 2002 - 2003
Job Controller at HM Wallace, Inc.
Industry Accounting
Experience
HM Wallace, Inc. ControllerHM Wallace, Inc.February 2006 - Present
Harris myCFO 2002 - 2003
Education
Samford University 1993 — 1997
BSBA, Accounting and Management
HM Wallace, Inc. ControllerHM Wallace, Inc.February 2006 - Present
Harris myCFO 2002 - 2003
Education
Samford University 1993 — 1997
BSBA, Accounting and Management
Robert Pitti's Harris myCFO Experience 2003 - 2006
Job Partner at VSL Partners
Industry Venture Capital & Private Equity
Experience
VSL Partners May 2014 - Present
Skyline Advisors 2013 - Present
BNY Mellon 2010 - 2013
US Trust, Bank of America Private Wealth Management 2006 - 2008
Harris myCFO 2003 - 2006
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Private Equity, Investment Advisory, Capital Markets, Venture Capital, Wealth Management..., Asset Management, Investment Management, Options
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Economics
The George Washington University 1984 — 1986
BBA, Finance and Economics
VSL Partners May 2014 - Present
Skyline Advisors 2013 - Present
BNY Mellon 2010 - 2013
US Trust, Bank of America Private Wealth Management 2006 - 2008
Harris myCFO 2003 - 2006
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1996 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Wealth Management, Investment Strategies, Private Equity, Investment Advisory, Capital Markets, Venture Capital, Wealth Management..., Asset Management, Investment Management, Options
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance and Economics
The George Washington University 1984 — 1986
BBA, Finance and Economics
Frank Myers's Harris myCFO Experience June 2005 - August 2005
Job Vice President of Finance and Operations at S&S Activewear, Americana Sportswear, & EVA Sportswear
Industry Apparel & Fashion
Experience
S&S Activewear November 2009 - Present
Valor Equity Partners July 2008 - October 2009
BMO Capital Markets July 2006 - July 2008
Harris myCFO June 2005 - August 2005
UBS June 2004 - August 2004
Skills
Mergers & Acquisitions, Mergers, Finance, Financial Modeling, Venture Capital, Cash Management, Corporate Finance, Valuation, Strategic Planning, Due Diligence, Financial Analysis, Private Equity, Marketing Strategy, Forecasting, Capital Markets, Investments, Management
Education
Northwestern University 2002 — 2006
BA, Economics
Blake
S&S Activewear November 2009 - Present
Valor Equity Partners July 2008 - October 2009
BMO Capital Markets July 2006 - July 2008
Harris myCFO June 2005 - August 2005
UBS June 2004 - August 2004
Skills
Mergers & Acquisitions, Mergers, Finance, Financial Modeling, Venture Capital, Cash Management, Corporate Finance, Valuation, Strategic Planning, Due Diligence, Financial Analysis, Private Equity, Marketing Strategy, Forecasting, Capital Markets, Investments, Management
Education
Northwestern University 2002 — 2006
BA, Economics
Blake
Elizabeth T. Warfford's Harris myCFO Experience October 2007 - October 2008
Job Inpatient Medicine Program Coordinator at Northeast Georgia Health System
Industry Hospital & Health Care
Experience
Northeast Georgia Health System October 2012 - Present
Northeast Georgia Health System July 2011 - Present
Buckhead Plastic Surgery October 2008 - November 2009
Harris MyCFO October 2007 - October 2008
Total Wealth Services, Inc January 2000 - October 2007
The Profit Recovery Group International, Inc January 1999 - March 2000
Deloitte & Touche Consulting Group January 1998 - January 1999
PGi January 1997 - January 1998
Skills
Healthcare Management, Payroll, EHR, Healthcare, Hospitals, PeopleSoft, Fundraising, Business Analysis, Forecasting, Accounting, Training, Human Resources, Strategic Planning, Accounts Payable, Analysis, Data Analysis, Management, Finance
Education
Brenau University 2010 — 2011
MBA, Healthcare Management
Brenau University
MBA, Business Administration
Brenau University 1984 — 1988
BS, Business Administration
Northeast Georgia Health System October 2012 - Present
Northeast Georgia Health System July 2011 - Present
Buckhead Plastic Surgery October 2008 - November 2009
Harris MyCFO October 2007 - October 2008
Total Wealth Services, Inc January 2000 - October 2007
The Profit Recovery Group International, Inc January 1999 - March 2000
Deloitte & Touche Consulting Group January 1998 - January 1999
PGi January 1997 - January 1998
Skills
Healthcare Management, Payroll, EHR, Healthcare, Hospitals, PeopleSoft, Fundraising, Business Analysis, Forecasting, Accounting, Training, Human Resources, Strategic Planning, Accounts Payable, Analysis, Data Analysis, Management, Finance
Education
Brenau University 2010 — 2011
MBA, Healthcare Management
Brenau University
MBA, Business Administration
Brenau University 1984 — 1988
BS, Business Administration
Ewa Bekas's Harris myCFO Experience 2011 - January 2014
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG January 2014 - Present
Harris MyCFO 2011 - January 2014
Deloitte May 2002 - September 2011
Arthur Andersen September 2001 - May 2002
Skills
Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MST, Accounting
DePaul University 1999 — 2001
B.S., Accounting
III Liceum Ogolnoksztalcace in Bialystok 1990 — 1994
High School
KPMG January 2014 - Present
Harris MyCFO 2011 - January 2014
Deloitte May 2002 - September 2011
Arthur Andersen September 2001 - May 2002
Skills
Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MST, Accounting
DePaul University 1999 — 2001
B.S., Accounting
III Liceum Ogolnoksztalcace in Bialystok 1990 — 1994
High School
Justin Wenzelman's Harris myCFO Experience February 2009 - May 2010
Job Manager at RubinBrown LLP
Industry Accounting
Experience
RubinBrown LLP January 2015 - Present
Grant Thornton LLP June 2010 - December 2014
Harris myCFO February 2009 - May 2010
Pierce Givens and Associates, LLC September 2003 - February 2009
Bansley and Kiener LLP February 2003 - April 2003
Skills
Tax, Tax Returns, Preparation, Corporate Tax, Financial Reporting, Income Tax, Tax Preparation, General Ledger, Financial Analysis, QuickBooks, Partnership Taxation, Tax Accounting, Sales Tax, Bookkeeping, International Tax, CPA, Trusts
Education
Northern Illinois University 2003 — 2005
Masters, Taxation
Northern Illinois University 2000 — 2002
Bachelors, Accountancy
Joliet Junior College 1998 — 2000
Associates, Liberal Arts and Sciences/Liberal Studies
RubinBrown LLP January 2015 - Present
Grant Thornton LLP June 2010 - December 2014
Harris myCFO February 2009 - May 2010
Pierce Givens and Associates, LLC September 2003 - February 2009
Bansley and Kiener LLP February 2003 - April 2003
Skills
Tax, Tax Returns, Preparation, Corporate Tax, Financial Reporting, Income Tax, Tax Preparation, General Ledger, Financial Analysis, QuickBooks, Partnership Taxation, Tax Accounting, Sales Tax, Bookkeeping, International Tax, CPA, Trusts
Education
Northern Illinois University 2003 — 2005
Masters, Taxation
Northern Illinois University 2000 — 2002
Bachelors, Accountancy
Joliet Junior College 1998 — 2000
Associates, Liberal Arts and Sciences/Liberal Studies
Shere' Thomas's Harris myCFO Experience April 2008 - May 2010
Job a
Industry Accounting
Experience
Pride and Joy Learning Academy July 2014 - Present
Pathstone Family Office May 2010 - Present
Harris myCFO April 2008 - May 2010
Heritage Bank- Metro Atlanta MSA August 2006 - April 2008
Skills
Accounting, Financial Analysis, General Ledger, Financial Reporting, Accounts Payable, Banking, Payroll, Account Reconciliation, Microsoft Excel, Financial Statements, Financial Accounting, Cash Management, Accounts Receivable, Journal Entries, Financial Statement..., Cash Flow, Bank Reconciliation, Microsoft Word, Cash Flow Forecasting, Balance, Cash, Expenses, Bookkeeping, Spreadsheets
Education
Georgia State University 2004 — 2006
Bachelor, Finance
Fisk University 2002 — 2004
Finance
Pride and Joy Learning Academy July 2014 - Present
Pathstone Family Office May 2010 - Present
Harris myCFO April 2008 - May 2010
Heritage Bank- Metro Atlanta MSA August 2006 - April 2008
Skills
Accounting, Financial Analysis, General Ledger, Financial Reporting, Accounts Payable, Banking, Payroll, Account Reconciliation, Microsoft Excel, Financial Statements, Financial Accounting, Cash Management, Accounts Receivable, Journal Entries, Financial Statement..., Cash Flow, Bank Reconciliation, Microsoft Word, Cash Flow Forecasting, Balance, Cash, Expenses, Bookkeeping, Spreadsheets
Education
Georgia State University 2004 — 2006
Bachelor, Finance
Fisk University 2002 — 2004
Finance
Jaymie Bailey's Harris myCFO Experience May 2004 - April 2006
Job Accountant
Industry Entertainment
Experience
MBS Equipment Company December 2013 - Present
The Culver Studios May 2006 - December 2013
Harris MyCFO May 2004 - April 2006
Gursey, Schneider & Co. LLP 2003 - 2003
Skills
Entertainment, Event Management, Event Planning, Facilities Management, Microsoft Office, Feature Films, Television, Customer Service, Time Management, Office Management, Project Management, Data Entry, Community Outreach, Fundraising, Property Management, Business Development, Public Speaking, Nonprofits, Operations Management, Program Development, Research, Data Analysis, Coordination, Budget Process, Budget Forecasts, Compliance, Business Sales Tax in..., Accounts Receivable, PowerPoint, Account Reconciliation, Brand Management, c, Consulting, Microsoft Excel, Invoicing, Internal Audit, C
Education
UCLA
Bachelor of Arts (B.A.), Political Science and Government
MBS Equipment Company December 2013 - Present
The Culver Studios May 2006 - December 2013
Harris MyCFO May 2004 - April 2006
Gursey, Schneider & Co. LLP 2003 - 2003
Skills
Entertainment, Event Management, Event Planning, Facilities Management, Microsoft Office, Feature Films, Television, Customer Service, Time Management, Office Management, Project Management, Data Entry, Community Outreach, Fundraising, Property Management, Business Development, Public Speaking, Nonprofits, Operations Management, Program Development, Research, Data Analysis, Coordination, Budget Process, Budget Forecasts, Compliance, Business Sales Tax in..., Accounts Receivable, PowerPoint, Account Reconciliation, Brand Management, c, Consulting, Microsoft Excel, Invoicing, Internal Audit, C
Education
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Laura Wu's Harris myCFO Experience February 2011 - May 2014
Job Tax Professional
Industry Accounting
Experience
Harris myCFO February 2011 - May 2014
ERNST & YOUNG LLP, Chicago, IL 2005 - 2010
NORTHERN TRUST BANK, Chicago, IL 2004 - 2004
DELOITTE TAX LLP, Chicago, IL 2002 - 2003
ARTHUR ANDERSEN LLP, Chicago, IL 1984 - 2002
Skills
Tax, Tax Preparation, Payroll, Accounting, Tax Returns, Corporate Tax, High Net Worth..., Income Tax, Big 4, CPA, Tax Advisory, Auditing
Education
Northwestern University
Certificate, Accounting
University of Illinois at Chicago
BA, Geography
Harris myCFO February 2011 - May 2014
ERNST & YOUNG LLP, Chicago, IL 2005 - 2010
NORTHERN TRUST BANK, Chicago, IL 2004 - 2004
DELOITTE TAX LLP, Chicago, IL 2002 - 2003
ARTHUR ANDERSEN LLP, Chicago, IL 1984 - 2002
Skills
Tax, Tax Preparation, Payroll, Accounting, Tax Returns, Corporate Tax, High Net Worth..., Income Tax, Big 4, CPA, Tax Advisory, Auditing
Education
Northwestern University
Certificate, Accounting
University of Illinois at Chicago
BA, Geography
Frances Kawamoto's Harris myCFO Experience 2013 - 2013
Job Administrative & Volunteer Coordinator at Ecology Center
Industry Environmental Services
Experience
CTC myCFO 2012 - 2014
CTC myCFO 2012 - 2014
Harris myCFO 2013 - 2013
Harris myCFO 2013 - 2013
Ecology Center December 2007 - September 2011
Ecology Center December 2007 - September 2010
Nakagawa Manufacturing (USA), Inc July 2007 - November 2007
Berkeley Farmers' Markets, Ecology Center May 2006 - May 2007
Skills
Volunteer Coordination, Volunteer Management, Environmental Education, Social Justice, Office Administration
Education
University of California, Berkeley
Bachelor of Arts, Public Health
CTC myCFO 2012 - 2014
CTC myCFO 2012 - 2014
Harris myCFO 2013 - 2013
Harris myCFO 2013 - 2013
Ecology Center December 2007 - September 2011
Ecology Center December 2007 - September 2010
Nakagawa Manufacturing (USA), Inc July 2007 - November 2007
Berkeley Farmers' Markets, Ecology Center May 2006 - May 2007
Skills
Volunteer Coordination, Volunteer Management, Environmental Education, Social Justice, Office Administration
Education
University of California, Berkeley
Bachelor of Arts, Public Health
Natchammai Chellappan's Harris myCFO Experience February 2012 - March 2013
Job Sr QA Consultant Legal Systems
Industry Information Technology and Services
Experience
Apple April 2013 - Present
Harris myCFO February 2012 - March 2013
IBM Global Services December 2005 - November 2011
Wesgrow Software Pvt Ltd. August 2003 - December 2005
Skills
Unix, Storage, Eclipse, Requirements Analysis, Agile Methodologies, Java, Web Services, Regression Testing, Oracle, SQL, Data Warehousing
Education
PSG College of Technology 2001 — 2003
Master of Science (MSc), Applied Mathematics, B
Apple April 2013 - Present
Harris myCFO February 2012 - March 2013
IBM Global Services December 2005 - November 2011
Wesgrow Software Pvt Ltd. August 2003 - December 2005
Skills
Unix, Storage, Eclipse, Requirements Analysis, Agile Methodologies, Java, Web Services, Regression Testing, Oracle, SQL, Data Warehousing
Education
PSG College of Technology 2001 — 2003
Master of Science (MSc), Applied Mathematics, B
Peg Hoogs, CFA's Harris myCFO Experience July 2004 - July 2005
Job Investment Management Professional
Industry Investment Management
Experience
Commerce Capital Services 2005 - Present
Harris myCFO July 2004 - July 2005
Balentine & Company July 2002 - June 2004
INVESCO July 1993 - June 2002
Sovran Capital Management November 1985 - June 1993
Skills
Portfolio Management, Investment Management, Investment Strategies, Investment Management..., Equity Research, Equity Valuation, Fixed Income Analysis, Asset Allocation, Asset Management, Private Equity
Education
Colorado College 1981 — 1985
Bachelor of Arts (BA), Business Economics
Commerce Capital Services 2005 - Present
Harris myCFO July 2004 - July 2005
Balentine & Company July 2002 - June 2004
INVESCO July 1993 - June 2002
Sovran Capital Management November 1985 - June 1993
Skills
Portfolio Management, Investment Management, Investment Strategies, Investment Management..., Equity Research, Equity Valuation, Fixed Income Analysis, Asset Allocation, Asset Management, Private Equity
Education
Colorado College 1981 — 1985
Bachelor of Arts (BA), Business Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY