Haskell & White LLP
Industry: Company
DescriptionFounded: 1988 Subsidiary: Castle & Co.
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Haskell & White LLP Employees
MWBH Solutions, LLP July 2015 - Present
Haskell & White LLP January 2013 - July 2015
Deloitte January 2005 - December 2012
Sigma Alpha Epsilon Fraternity January 2001 - May 2003
Skills
Auditing, Tax, Start-ups, Mergers & Acquisitions, Purchase Accounting, Income Tax Accounting, Mergers, SEC filings, Accounting, Income Tax, Corporate Tax, US GAAP, Tax Accounting, CPA, International Tax, Strategic Financial..., Financial Statements, M&A tax, M&A experience, SEC Filings, Training & Development, Leadership, Financial Planning
Education
University of Southern California 2011 — 2013
Master of Business Taxation
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2003
B.S., Business Admin/ Finance
Haskell & White LLP December 2013 - Present
Grant Thornton LLP July 2012 - November 2013
Washington Area Bicyclist Association September 2010 - June 2012
Fagan & Fagan LLP February 2010 - August 2010
Grossberg Company LLP July 2008 - October 2009
Skills
Bookkeeping, Process Improvement, Time Management, Customer Service, Data Entry, Sarbanes-Oxley, Bilingual-English/Spanis..., Financial Statements, SEC filings, IT Audit, Risk Assessment
Education
University of Maryland University College 2009 — 2012
Bachelors of Science, Accounting
Ranch Capital September 2015 - Present
Point Loma Nazarene University March 2010 - September 2015
Shea Homes San Diego December 2006 - March 2008
ARTHUR ANDERSEN (Official) 1998 - 2000
Haskell & White LLP 1996 - 1998
Haskell & White LLP 1996 - 1998
Skills
Nonprofits, Financial Analysis, Student Affairs, Leadership, Higher Education, Research, Program Development, Event Planning, Public Speaking, Microsoft Office, Fundraising, Leadership Development, Community Outreach, Management, Strategic Planning, Workday
Education
University of Southern California
Bachelor's Degree, Accounting
University of Southern California - Marshall School of Business
Haskell & White LLP July 2015 - Present
SchoolsFirst Federal Credit Union January 2015 - July 2015
Haskell & White LLP October 2013 - December 2014
SingerLewak LLP September 2011 - May 2013
U.S. Bank April 2006 - August 2011
Skills
Accounting, Financial Reporting, Financial Statements, GAAP, Account Reconciliation, Auditing, Financial Analysis, Financial Accounting, SEC filings, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, General Ledger, Cash Flow
Education
Cal State Fullerton 2008 — 2010
Bachelor of Arts, Business Administration- Accounting
Haskell & White LLP October 2011 - Present
LGen Partners August 2010 - May 2011
University of California October 2009 - June 2010
Skills
Accounting, Internal Controls, Due Diligence, Finance, CPA, Auditing, Financial Reporting, Investments, Financial Analysis, GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, SEC filings, Revenue Recognition, SEC Filings
Education
UC Santa Barbara 2007 — 2010
BA, Business Economics w/ emphasis in Accounting
University of California, Santa Barbara 2007 — 2010
Bachelor of Arts, Business Economics; Accounting
CVHS
Haskell & White LLP January 2011 - Present
Trust Fund Administrative Services August 2008 - June 2010
Production Resource Group February 2007 - February 2008
Production Resource Group August 2005 - February 2007
Opera Pacific June 2004 - December 2005
UC Irvine 2001 - 2004
Skills
A little of this, A little of that
Education
University of California, Los Angeles 2005 — 2011
Extension, Accounting
University of California, Irvine 2001 — 2004
BA, Drama, Minor in Management
Haskell & White LLP July 2015 - August 2015
Alpha Sigma Phi Fraternity, Inc. December 2013 - December 2014
Mark IV Capital, Inc. May 2014 - August 2014
Rooster Cafe June 2013 - August 2013
Mark IV Capital, Inc. December 2011 - December 2012
Skills
Accounting, Financial Accounting, Microsoft Excel, Bank Reconciliation, Financial Statements, Microsoft Office, Program Financial..., Social Media, PowerPoint, Leadership, Budget Preperation, Cash Flow Forecasting, Bookkeeping, Budgets, Tax Accounting
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting
Midwest Center for Stress & Anxiet, LLC June 2011 - December 2014
Charles R. Drew University of Medicine and Science May 2011 - June 2011
Haskell & White LLP January 2011 - April 2011
March Vision Care July 2009 - June 2010
Fineman West & Co. LLP, CPAs September 2002 - May 2009
Pak & Company, CPAs October 1998 - September 2002
Moss Adams LLP, CPAs December 1996 - October 1998
Fineman West & Co. LLP, CPAs January 1994 - December 1996
Hellman & Lorber, Inc. August 1985 - October 1989
Skills
Accounting, Auditing, Internal Controls, GAAP, Financial Accounting, Financial Statements, Financial Reporting, Finance, Financial Analysis, Managerial Finance, General Ledger, Cash Flow, Tax, Management, Revenue Recognition, Internal Audit, Payroll, Due Diligence, Nonprofits, Non-profit Leadership, Budgets
Education
University of California, Los Angeles
Bachelor of Arts, Political Science / Economics Minor
Skinner Fouch & Olson LLP November 2003 - Present
Deloitte February 2001 - October 2003
Haskell & White LLP January 1998 - February 2001
Skills
CPA, Corporate Tax, Tax Preparation, Tax, Partnership Taxation, Accounting
Education
California State University-Fullerton 1992 — 1997
Bachelor's degree, Accounting
Los Altos High School
Haskell & White LLP January 2015 - Present
Beta Alpha Psi May 2014 - December 2014
Mihaylo College Tutoring Center September 2013 - December 2014
Beta Alpha Psi January 2014 - May 2014
Lam & Associates LLC February 2013 - November 2013
Orange Coast College, Food Instructional Service August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Management, Teamwork, Leadership, Customer Service, Data Entry, Event Planning
Education
California State University-Fullerton 2012 — 2014
Bachelor of Arts (BA)
Orange Coast College 2009 — 2012
Associate of Science (AS)
Haskell & White LLP January 2013 - Present
McGladrey July 2010 - December 2012
RSM McGladrey, Inc January 2010 - July 2010
Skills
Tax, Tax Compliance, Partnership Taxation, Income Tax, Tax Research, Tax Preparation, Individual Taxation
Education
California State University-Fullerton 2009 — 2010
Master's, Taxation
San Diego State University-California State University 2004 — 2008
Bachelor's, Accounting
Printronix August 2015 - Present
Quality Systems, Inc November 2009 - August 2015
Haskell & White LLP January 2005 - October 2009
Ingram Micro August 1997 - December 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Auditing, Internal Audit, Finance, GAAP, Revenue Recognition, US GAAP, Internal Controls, CPA, Accounting, Financial Accounting, General Ledger, Consolidation, Fixed Assets, Financial Analysis, Variance Analysis
Education
California State University-Fullerton 2001 — 2005
Bachelor of Arts, Business Administration- Accounting
Shopoff Realty Investments January 2015 - Present
Haskell & White LLP January 2012 - December 2014
Kennedy & Kennedy CPAs June 2009 - January 2012
Brandman University - Chapman University System August 2011 - December 2011
Chapman University September 2008 - August 2011
Anonymous LLC January 2010 - June 2011
Marylebone Cricket Club (MCC) June 2010 - July 2010
Kennedy & Kennedy CPAs June 2006 - August 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2011
BS
MWBH Solutions, LLP July 2015 - Present
Haskell & White LLP June 2014 - June 2015
Haskell & White LLP August 2013 - June 2014
Deloitte Tax, LLP August 2012 - August 2013
Deloitte Tax LLP July 2010 - August 2012
Skills
Corporate Tax, Financial Reporting, Financial Accounting, Tax Accounting, Auditing, Tax Preparation, Accounting, Tax, CPA, Income Tax, SEC Filings
Education
Chapman University 2007 — 2009
B.S., Accounting
Haskell & White LLP August 2013 - Present
Pannell Kerr Forster of Texas P.C. March 2006 - April 2013
Thor Credit Corporation July 2004 - January 2006
Harmon, Wong, & IM CPA January 2003 - December 2003
Yahoo! March 2000 - January 2003
Expeditors July 1998 - March 2000
Skills
Accounting, Corporate Tax, Tax Accounting, Tax, Income Tax, GoSystems, ProSystem fx Tax, CCH Research, Gofileroom, Peachtree, QuickBooks, Mas 90, Adobe Acrobat, Tax Returns, Accounts Payable
Education
UCLA 2002 — 2003
Certificate in Accounting
University of California, Riverside 1992 — 1997
BS, College of Business Administration
Skinner Fouch & Olson LLP June 2001 - Present
Haskell & White LLP January 1996 - June 2001
Kenneth Leventhal & Co. January 1994 - January 1995
Skills
Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, CPA, Internal Controls, Partnership Taxation, S Corporations, Bookkeeping, General Ledger, Tax Accounting, Tax Research
Education
University of San Diego 1983 — 1985
BBA, Business Administration
Saddleback College 1980 — 1983
UDR April 2013 - Present
Blind Children's Learning Center July 2006 - April 2013
Haskell & White LLP May 2012 - March 2013
Nationwide Health Properties Inc. (merged with Ventas Inc.) June 2008 - April 2012
Kilroy Realty Corporation June 2001 - July 2008
Ernst & Young 1992 - 2001
Kenneth Leventhal & Co. 1992 - 2001
Skills
Mergers, Accounting, Tax, Real Estate, Tax Accounting, Partnership Taxation, Income Tax, Federal Tax, Financial Modeling, Tax Research, Tax Returns, Strategic Planning, Structuring, Tax Audits, Microsoft Office, SEC filings, Mergers & Acquisitions, Auditing
Education
California State University-Fullerton 1988 — 1992
Bachelor of Arts (B.A.), Accounting
Haskell & White LLP July 2015 - Present
Haskell & White LLP August 2014 - July 2015
Cherry Bekaert LLP September 2012 - July 2014
LevitZacks Certified Public Accountants December 2007 - August 2012
Weworski & Associates August 2003 - December 2007
Skills
Financial Audits, US GAAP, SEC filings, Assurance, Auditing, CPA, Accounting, FAR, Due Diligence, Mergers & Acquisitions, GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2000 — 2003
B.S., Business Administration-Accounting
Universidad Autonoma de Guadalajara 1993 — 1996
Deloitte August 2014 - Present
Haskell & White LLP August 2013 - August 2014
The Walt Disney Company January 2011 - August 2013
The Walt Disney Company, DCP - Controllership August 2010 - January 2011
Novogradac & Co, LLP January 2010 - April 2010
Skills
SAP, SharePoint, Vlookup, Software, Multilingual, Accounting, Tax, Accounts Receivable, Financial Analysis, Auditing, Accounts Payable, Accruals, Fixed Assets, Financial Statements, Budgets, Corporate Tax, Journal Entries, US GAAP, Financial Reporting, CPA, Tax Returns, Payroll, Sarbanes-Oxley, GAAP, Forecasting, Income Tax, Revenue Recognition, PeopleSoft, General Ledger, Consolidation, Management, Finance, Financial Modeling, Partnership Taxation, IFRS, Sarbanes-Oxley Act, Tax Preparation, Managerial Finance
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
BS, Accounting & Finance: Financial Institutions
Odessa State Economics University 1997 — 2000
Economics and International Business
Beach Cities Consulting January 2006 - Present
Haskell & White LLP 2005 - Present
Ernst & Young 1998 - 2005
Skills
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, US GAAP, Tax Accounting, Sarbanes-Oxley Act
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Kevin D. Krogstad, CPA, An Accountancy Corporation March 2009 - Present
Haskell & White LLP July 2008 - March 2009
Haskell & White LLP August 2005 - June 2008
Bolar Hirsch & Jennings LLP January 2001 - November 2004
Steven A. Flores, CPA August 1998 - January 2001
Skills
Tax, Finance, Accounting, Tax Returns, CPA, Auditing, Tax Preparation, Financial Planners, Real Estate, Income Tax, Small Business
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1997
Business Administration, Accounting
Irvine Valley College 1990 — 1994
AA, General Studies
PwC October 2007 - Present
Haskell & White LLP October 2006 - October 2007
Scott, Bankhead & Co. January 2005 - October 2006
Skills
Internal Controls, US GAAP, Auditing, IFRS, Revenue Recognition, Consolidation, CPA, Tax, Financial Audits, COSO, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Big 4, External Audit, Assurance, Corporate Tax, Accounting, Financial Accounting
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance, Accounting
Novgorod State University named after Yaroslav-the-Wise (NovSU) 1996 — 2001
MS, Economics & Management
Haskell & White LLP November 2012 - Present
KPMG Audit November 2009 - November 2012
Biola University May 2007 - May 2009
Skills
Auditing, Accounting, Internal Controls
Education
Biola University 2005 — 2009
Accounting
Family Wealth & Tax Advisory Services May 2005 - Present
Haskell & White LLP January 2011 - June 2012
Family Wealth & Tax Advisory Services 2005 - January 2011
McGladrey 2000 - 2005
KPMG 1998 - 2000
Nigro Karlin Segal & Feldstein, LLP 1995 - 1998
Stonefield Josephson 1985 - 1992
Skills
High Net Worth..., Estate Planning, Tax, Financial Planners, Wealth, Income Tax, Succession Planning, Tax Accounting, Tax Research, CPA, Tax Preparation, Financial Planning, Corporate Tax
Education
Loyola Marymount University
BS, Business Admn/Accounting
University of California, Irvine
PFP, Personal Financial Planning
University of Notre Dame Law School
Advanced Estate & Gift Taxation
Todd Schaus CPA January 2009 - Present
Skinner, Fouch, Olson & Schaus, LLP September 2001 - December 2008
PriceWaterhouseCoopers (CPA firm) September 2000 - August 2001
Haskell & White LLP 1996 - 1999
Considine & Considine (CPA firm) August 1992 - February 1996
Skills
Financial Analysis, Tax Compliance, Accounting, Business Entity..., Start-ups, Income Tax, Tax, Financial Reporting, Small Business, Financial Statements, Tax Returns, Entrepreneurship, Mergers & Acquisitions, Business Planning, New Business Development, Management, Real Estate, Strategic Planning, Financial Accounting, High Net Worth..., CPA, Management Consulting, Sales, Tax Law, Tax Advisory, S Corporations
Education
Golden Gate University 1998 — 2004
Masters, Taxation
San Diego State University-California State University 1988 — 1992
BS - Accounting, Accounting
Haskell & White LLP September 2014 - Present
SingerLewak LLP September 2011 - September 2014
Albertsons January 2000 - September 2011
Skills
GAAP, Auditing, Financial Reporting, Accounting, Financial Accounting, General Ledger, Internal Controls, QuickBooks, SEC filings, US GAAP, CPA, Revenue Recognition, Account Reconciliation, Cash Flow, Assurance
Education
California State University-Long Beach - College of Business Administration 2009 — 2011
BS, Accountancy
Ballast Point Brewing & Spirits ManagerSquar, Milner, Peterson, Miranda & Williamson, LLPOctober 2013 - May 2015
Haskell & White LLP June 2012 - October 2013
Dixon Hughes Goodman LLP August 2008 - May 2012
Champion Chevrolet September 2005 - May 2007
Skills
SEC reporting, Manufacturing, Audit, Accounting, Consolidation, Non-profits, SEC filings, Budgets, Auditing, Nonprofits, Assurance, Finance, Sarbanes-Oxley Act
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Masters, Accounting
Florida State University - College of Business 2003 — 2007
Bach, Accounting
EY July 2015 - Present
EY February 2012 - June 2015
Haskell & White LLP July 2009 - January 2012
Haskell & White LLP September 2006 - June 2009
Skills
Corporate Tax, CPA, Finance, GAAP, Tax Accounting, Tax, Income Tax, General Ledger, State Tax, Financial Statements, S Corporations, Preparation, FIN 48, Analysis, Cost Accounting
Education
University of Southern California - Marshall School of Business 2008 — 2011
Master of Business Taxation (MBT), Federal Income Tax
University of California, Irvine 2002 — 2006
Bachelor of Science (BS), Economics
Barsa & Company January 2015 - Present
CSUSM Accounting Society August 2013 - January 2014
Haskell & White LLP March 2013 - July 2013
Clothing Stop January 2007 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Financial Accounting, Financial Analysis, Customer Service, Teamwork, Financial Reporting, Accounts Receivable, Payroll, Account Reconciliation, Auditing, Inventory Management, Tax, Data Entry, Outlook, Access, Accounts Payable, Analysis, Bank Reconciliation, Forecasting, GAAP, Internal Controls, Journal Entries, SEC filings, Consulting, Cost Accounting, Motivation, General Ledger, Tax Returns, Tax Accounting, QuickBooks, PeopleSoft, Financial Statements, Tax Research, Tax Preparation, Budgets, Cash Flow, Finance, Management, Internal Audit
Education
California State University-San Marcos 2009 — 2013
Bachelor of Science (B.S.), Accounting
QLogic February 2013 - Present
Powerwave Technologies September 2011 - February 2013
Haskell & White LLP July 2011 - September 2011
Haskell & White LLP December 2008 - July 2011
PricewaterhouseCoopers June 2006 - August 2008
Education
University of California, Los Angeles 2003 — 2007
Ares Management February 2011 - Present
Ernst & Young December 1996 - February 2011
Haskell & White LLP January 1987 - November 1996
Skills
CPA, Financial Reporting, US GAAP, Tax, Accounting, Corporate Tax
Education
Golden Gate University
MS, Taxation
La Sierra University (formerly Loma Linda University)
BBA, Accounting
Haskell & White LLP August 2013 - Present
Wells Fargo January 2010 - July 2012
Mellmo, Inc. August 2009 - December 2009
Skills
Microsoft Word, Microsoft Office..., Adobe Technical..., Visual Basic, HTML, Microsoft Access, Microsoft Office
Education
California State University-Fullerton - College of Business and Economics 2011 — 2013
M.S., Accountancy
University of California, San Diego 2005 — 2009
B.A., Mathematics
Todd Schaus CPA 2009 - Present
Skinner, Fouch, Olson & Schaus LLP 2000 - 2008
PricewaterhouseCoopers 1999 - 2000
Haskell & White LLP 1996 - 1999
Considine & Considine 1992 - 1995
Skills
Accounting, CPA, Partnership Taxation, Taxation, Business Entity..., Research & Development, Soccer, Youth Sports
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accounting
Golden Gate University
Masters in Taxation, Tax Law/Taxation
Haskell & White LLP June 2015 - Present
Kayne Anderson Capital Advisors January 2013 - April 2014
Grant Thornton LLP June 2009 - January 2013
Ebenhoch Accountancy Corp February 2009 - April 2009
Grant Thornton LLP July 2007 - September 2007
Skills
Tax, Income Tax, Tax Returns, Accounting, Corporate Tax, Tax Research, CPA, Financial Analysis, Analysis
Education
University of California, Los Angeles 2004 — 2008
BA, Asian American Studies, Accounting
Haskell & White LLP November 1995 - Present
BDO Seidman August 1985 - November 1995
McDonald's Corp. April 1979 - June 1985
Skills
Mergers, Accounting, Management Consulting, Non-profits, SEC reporting, Manufacturing, Distribution, Emerging Technologies, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Medical Devices, Biotechnology, Software, Revenue Recognition, Organizational..., Staff Development, Mentoring, SEC filings, Corporate Tax, Mergers & Acquisitions, Tax Research, US GAAP, Strategic Planning, Executive Management, Tax, Managerial Finance, Nonprofits, Private Equity, CPA, Restructuring, Financial Accounting, Financial Analysis, Income Tax, Due Diligence, Tax Accounting, Management, Small Business, Financial Reporting, Start-ups, SEC Filings
Education
Seton Hall University 1981 — 1985
BSBA, Accounting
Scotch Plains Fanwood High School 1978 — 1981
CDI Corporation September 2014 - November 2014
Software Management Consultants, Inc. (Agency) October 2013 - January 2014
Wooley Consultant Group March 2009 - November 2013
Randolph Training & Support 2006 - 2011
Haskell & White LLP 2004 - 2007
Kushner, Smith, Joanou & Gregson, LLP 2002 - 2003
Ringler Associates 2001 - 2002
Willdan 1996 - 2001
Public Defenders' Office, Santa Ana, California 1995 - 1996
Pratter, Gardner & Graves 1994 - 1996
Skills
Administrative..., Filing, Microsoft Word, Microsoft Office, Excel, Word, PowerPoint, Outlook, Visio, Access, Calendaring, Expense Reports, Spreadsheets, Document Management, Word Processing, Database Management, Data Management, Tax Assembly, Supervisory Skills, Paralegal, Administrative Support, Administration, Proposal Coordination, Proofreading, Executive Support, Microsoft Office 2007, Administrative Office..., Office Management, Office Administration, Wordperfect, Online Research, Client Service Oriented, Data Analysis, Problem Solving, Legal Documents, Troubleshooting, Administrative..., Microsoft Excel
Education
UCI Extension – University of Irvine, California 2000 — 2000
Certification, Business Writing for Professionals
University of Irvine, California
Business Writing for Professionals
Newbridge College-Santa Ana 1993 — 1994
Certification, Paralegal
Elementary-High school
Haskell & White LLP December 2014 - Present
Kimley-Horn and Associates, Inc. February 2014 - November 2014
Southern Wine & Spirits of California February 2013 - February 2014
Skills
Sales, Accounting, Tax, Financial Accounting, Cost Accounting, Microsoft Office
Education
University of La Verne 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
California Polytechnic State University - Pomona 2005 — 2011
Bachelor of Science (BS), Marketing
Haskell & White LLP July 2015 - Present
Haskell & White LLP October 2013 - June 2015
Joseph Company International October 2012 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Teamwork, Social Media, Spreadsheets, Research, Financial Accounting, QuickBooks, Accounts Receivable, Accounting, General Ledger, Financial Statements
Education
University of California, Santa Barbara 2010 — 2012
BA, Business Economics with Accounting Emphasis
Veri-Tax June 2015 - Present
Haskell & White LLP November 2013 - June 2015
Deloitte September 2012 - October 2013
Deloitte & Touche September 2010 - November 2012
Arizona State University 2005 - 2010
Skills
Cash Flow, Internal Controls, Information Management, Data Warehousing, Non-profits, Acquisition Integration, CPA, Financial Analysis, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Accounting, Internal Audit, GAAP, Finance, HUD Audits
Education
Arizona State University 2009 — 2010
Masters, Accountancy
Arizona State University 2005 — 2009
BS, Accountancy
Colony Capital October 2013 - Present
Haskell & White LLP November 2010 - October 2013
SPEC Services July 2010 - November 2010
KPMG June 2009 - August 2009
Department of the Interior October 2008 - May 2009
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, GAAP, Financial Analysis, Microsoft Word, Sarbanes-Oxley Act, Budgets, Customer Service, Financial Reporting, CPA, Financial Accounting, Internal Controls
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
BS, Accounting
Haskell & White LLP July 2015 - Present
Skills
QuickBooks, Financial Modeling, Microsoft Excel, Teamwork, Outlook, PowerPoint, Accounting, Tax, Financial Accounting
Education
University of La Verne 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
UC Davis 2005 — 2009
Bachelor of Arts (B.A.)
William Lyon Homes 2012 - Present
Fisker Automotive 2010 - 2012
Haskell & White LLP August 2008 - July 2009
PricewaterhouseCoopers April 1999 - June 2008
Skills
Corporate Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Modeling, M&A Modeling, Strategic Financial..., Equity Capital Markets, Bond Markets
Education
Universidade Presbiteriana Mackenzie 1995 — 2000
Bachelor, Business Administration
Universidade Paulista 2000 — 2002
Bachelor, Accounting
Casa del Dolbee June 2014 - Present
Haskell & White LLP January 2013 - Present
Haskell & White September 2001 - December 2012
Ernst & Young January 1972 - June 2001
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1970 — 1972
BA, Business Administration - Accounting Emplasis
Deloitte Tax LLP August 2015 - Present
Deloitte Tax LLP August 2012 - August 2015
Deloitte Tax LLP July 2010 - August 2012
Solar Turbines September 2008 - June 2010
Solar Turbines June 2007 - September 2008
Carol Kerr Graphic Design May 2006 - July 2008
The Vista (USD Student Newspaper) August 2006 - May 2008
Haskell & White LLP January 2004 - August 2005
Skills
Accounting, Cost Accounting, Auditing, Financial Reporting, Finance, Tax, Internal Controls, Tax Accounting, GAAP, US GAAP
Education
University of San Diego 2007 — 2008
MS Taxation, (Taxation, Personal Financial Planning)
University of San Diego 2004 — 2008
BAcc, (Accounting, Economics, Philosophy)
Santa Margarita 2000 — 2004
Carrington Holding Company, LLC January 2014 - Present
Stephen Tucker, CPA January 2013 - January 2014
BofI Federal Bank September 2010 - December 2012
Blue Ribbon Marketing, Inc. January 2006 - September 2010
U.S. Bank February 2007 - April 2009
People's Choice Home Loan 2006 - 2007
Wachovia Dealer Services February 2005 - June 2006
H&R Block December 2001 - March 2005
Haskell & White LLP November 1999 - December 2001
Accetta and Olmsted, CPA's November 1994 - November 1999
Skills
SEC filings, Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Sarbanes-Oxley Act, Auditing, Internal Audit, Risk Management, CPA, Process Improvement, Forecasting, Banking, Loans, IPO, Mortgage Banking, Strategic Financial..., Financial Accounting, Internal Controls, Loan Servicing, GAAP, Consolidation, Mergers & Acquisitions, Finance, Corporate Finance, Budgets, Variance Analysis, Account Reconciliation, Financial Planning, SEC Filings
Education
California State University-Fullerton - College of Business and Economics 1990 — 1994
Bachelor of Arts (BA)
Santa Ana College 1988 — 1990
Associate of Arts (AA)
ELLS CPAs & Business Advisors December 2014 - Present
Global Electronic Technology, Inc. June 2013 - December 2014
Link, Murrel & Company, LLP January 2013 - May 2013
Haskell & White LLP January 2008 - January 2013
BDO Seidman, LLP May 2003 - January 2008
Wealth & Tax Advisory Services, LLC June 2002 - May 2003
Arthur Andersen September 2000 - June 2002
Skills
Accounting, Auditing, Budgets, CPA, Corporate Tax, Due Diligence, Finance, Financial Analysis, Financial Reporting, GAAP, Income Tax, Internal Controls, International Tax, Management Consulting, Mergers, Partnership Taxation, Real Estate, Tax, Tax Accounting, Tax Preparation, Tax Research, Tax Returns
Education
University of California, Santa Barbara 1995 — 2000
Bachelor's Degree, Business Economics with an Emphasis in Accounting, 3.9
Golden Gate University 2005 — 2010
Master's Degree, Taxation, 3.9
Haskell & White LLP January 2014 - Present
Haskell & White, LLP January 2011 - December 2013
Haskell & White LLP June 2006 - December 2010
Skills
SEC filings, GAAP, QuickBooks, Tax, Accounting
Education
California State University-San Bernardino - College of Business and Public Administration 1998 — 2002
Haskell & White LLP July 2011 - Present
Haskell&White, LLP October 2005 - July 2011
Fidelity National Title 2000 - 2005
Skills
Accounting, Corporate Tax, Customer Service, Auditing, Financial Analysis, Financial Reporting, Income Tax, GAAP, Internal Controls, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research, Tax Returns, Tax Preparation, International Tax, CPA
Education
California State University-Fullerton 2010 — 2012
Master of Science (M.S.), Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
Haskell & White LLP Senior AuditorErnst & Young1999 - 2001
Education
San Diego State University-California State University 1995 — 1999
KB Home February 2014 - Present
Beazer Homes March 2012 - February 2014
BDO USA, LLP September 2011 - February 2012
RED Development July 2010 - September 2011
Haskell & White LLP July 2008 - July 2010
Jamboree Management Co. May 2006 - May 2008
Neos Merchant Solutions October 2003 - September 2005
Skills
Property Management, GAAP, Accounts Payable, Financial Reporting, Internal Controls, Auditing, Assurance, MRI Software, CPA, Accounts Receivable, Revenue Recognition, Real Estate Development, Commercial Real Estate, AvidXchange, Microsoft Excel, Forecasting, Cash Management, Fixed Asset Management, Consolidated Financial..., Property Tax, CAM Reconciliation, 1099 Preparation, Account Reconciliation, SOX 404, SEC Financial Reporting, Debt Covenants, Financial Statements, General Ledger, Variance Analysis, SEC filings, Fixed Assets, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2006 — 2008
BS in Business Administration, Accountancy
Golden West College
Arete Advisors August 2013 - Present
Haskell & White LLP November 2005 - August 2013
McKennon, Wilson & Morgan LLP August 2004 - November 2005
Skills
CPA, Corporate Tax, Tax, SEC filings, GAAP, Income Tax
Education
California State Polytechnic University-Pomona 1999 — 2004
BS, Accounting
Haskell & White LLP October 2008 - Present
Deloitte September 2005 - August 2008
Education
University of Southern California 2001 — 2005
Accounting
Aslan Residential, LLC August 2012 - Present
Haskell & White LLP July 1999 - August 2012
San Diego Unified School District March 1998 - July 1999
San Diego State University May 1997 - May 1998
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Corporate Tax, Income Tax, Tax Returns, Tax, GAAP, Financial Analysis
Education
San Diego State University-California State University 1994 — 1998
BS Business Administation, Accounting
5th Planet Games August 2014 - Present
Rogers Family Company 2013 - 2014
Rogers Family Company 2009 - 2013
PrO Unlimited 2008 - 2009
Moss Adams LLP 2006 - 2008
EY 2005 - 2006
Haskell & White LLP January 2004 - October 2005
Skills
Financial Reporting, GAAP, Auditing, Strategic Planning, Financial Modeling, Corporate Finance, Process Improvement, Treasury Management, Budgets, Consolidated Financial..., Financial Accounting, Financial Analysis, Risk Management, Technical Accounting..., External Audit, CPA, Accounting, Assurance, Forecasting, Internal Controls, Revenue Recognition, Sarbanes-Oxley Act, Consolidation, Financial Statements, Cash Flow, Finance, US GAAP, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2004
Bachelor of Arts (B.A.), Business Administration, Accounting
Shah Accounting & Tax Services Inc. 2009 - Present
PricewaterhouseCoopers August 2006 - March 2012
Haskell & White LLP 2006 - 2006
Skills
Financial Reporting, Accounting, Auditing, Tax, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, GAAP, General Ledger, CPA, Corporate Tax, Income Tax, US GAAP, Internal Audit, Due Diligence, QuickBooks, Account Reconciliation, Cash Flow, Mergers & Acquisitions, Tax Accounting, Financial Modeling
Education
California State University-Fullerton 2003 — 2005
Bachelors of Arts - Business Administration, Accounting
Haskell & White LLP September 2001 - Present
Ernst & Young January 1972 - June 2001
Education
California State University-Fullerton 1970 — 1972
BA, Business Administration - Accounting
Santa Monica College 1968 — 1970
Business Administration
Haskell & White LLP July 2012 - Present
Haskell & White LLP July 2009 - June 2012
Haskell & White LLP June 2007 - June 2009
Ernst & Young February 2004 - June 2007
Skills
Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, SEC filings, Financial Analysis, Tax, Tax Accounting, QuickBooks, Mergers, Revenue Recognition, Financial Reporting, Income Tax, Financial Accounting, Financial Audits, CPA, Real Estate, US GAAP, IFRS, Tax Returns, Auditing, Corporate Tax, Property Tax, International Tax, Consolidation, External Audit, Cost Accounting, Due Diligence, Cash Flow, Internal Audit, General Ledger, Cash Management, SEC Filings
Education
Tanta University 1996 — 1999
Colony Capital November 2011 - Present
Haskell & White LLP December 2005 - October 2011
Schowit & Associates August 2004 - November 2005
Skills
Tax, CPA, GAAP, Financial Accounting, Tax Accounting, Partnership Taxation
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
BS, Accounting
McGilloway, Ray, Brown & Kaufman January 2002 - Present
Deloitte & Touche October 1999 - November 2001
Haskell & White LLP 1998 - 2000
Chicago Title Insurance Company 1994 - 1998
Skills
Tax, Accounting, Estate and Trust
Education
California Polytechnic State University-San Luis Obispo 1982 — 1984
BA, Finance
EY August 2014 - Present
Haskell & White LLP January 2011 - August 2014
Moss Adams LLP June 2010 - October 2010
McNair & Spangler LLC January 2009 - April 2009
Education
Leventhal School of Accounting 2009 — 2010
Master of Business Taxation
University of Southern California - Marshall School of Business 2009 — 2010
Kansas State University 2005 — 2008
B.S., Accounting
University of Southern California
CoreLogic October 2012 - Present
Care Fusion January 2010 - September 2012
Ernst & Young February 2005 - January 2010
Haskell & White LLP January 1996 - February 2001
Skills
FIN 48, Corporate Tax, SEC filings, Tax, Sarbanes-Oxley Act, Tax Accounting, CPA, Financial Reporting, US GAAP, Internal Controls, Tax Research
Education
Chapman University, The George L. Argyros School of Business and Economics 1993 — 1995
Bachelors, accounting
Sencore, Inc. January 2015 - Present
Hughes Pittman & Gupton LLP March 2007 - January 2015
Grant Thornton LLP January 2006 - March 2007
Haskell & White LLP January 2003 - December 2005
US Filter, Whittier January 2001 - December 2002
Skills
GAAP
Education
California State University-Fullerton 1998 — 2000
Master, Accounting
JLK Rosenberger LLP CPAs September 2014 - Present
Link, Murrel & Company, LLP August 2013 - September 2014
Haskell & White LLP February 2004 - August 2013
McKennon, Wilson & Morgan LLP 2002 - 2004
Almich & Associates 1998 - 2002
Skills
GAAP, SEC filings, CPA, Sarbanes-Oxley Act, Tax, Corporate Tax, Tax Research, Income Tax, Tax Accounting, Accounting, SEC Filings, Tax Returns, International Tax, US GAAP
Education
Golden Gate University 2007 — 2012
Master of Science, Taxation
California State University-Fullerton 2004 — 2008
Bachelor of Arts, Business Adminstration, Accounting
Sunwest Management November 2008 - December 2010
Drake Management Company 1996 - 2001
Drake Management Company 1996 - 2001
Drake Management Company 1996 - 2001
US Bank 1993 - 1994
Haskell & White LLP 1989 - 1992
Skills
General Ledger, Financial Reporting, Accounts Receivable, Budgets, QuickBooks, GAAP, Healthcare, Public Speaking, Accounting, Mas 90, Cost Accounting, Financial Analysis, Account Reconciliation, Strategic Planning, Healthcare Management, Accounts Payable, Hospitals, Customer Service, Process Improvement, Microsoft Excel, Management, Payroll
Education
La Sierra University 1985 — 1989
BBA In Accounting, Business & Accounting
Walla Walla University 1984 — 1985
Haskell & White LLP September 2013 - Present
Spectrum Group International April 2013 - September 2013
SingerLewak LLP September 2010 - April 2013
M. Blank and Company October 2009 - September 2010
California State University, Fullerton February 2008 - October 2009
Wright Ford Young and Company June 2009 - July 2009
LEGOLAND California Resort May 2005 - June 2008
Skills
Microsoft Excel, QuickBooks, Auditing, Microsoft Office, Financial Reporting, Accounting, Financial Accounting, General Ledger, US GAAP
Education
California State University-Fullerton 2006 — 2010
B.A, Business Administration; Accounting
Colorado Women's Chamber of Commerce October 2010 - Present
Ernst & Young 1996 - Present
Taco Bell Corporation 1991 - 1996
Haskell & White LLP 1986 - 1991
Skills
Tax Accounting, SEC filings, Accounting, Corporate Tax, GAAP, Tax Research, CPA
Education
San Diego State University-California State University
Ernst & Young August 1996 - May 2009
William Lyon Homes June 1990 - August 1996
Haskell & White LLP 1988 - 1990
Skills
Tax
Education
California State University-Long Beach
BS, Accounting
5.11 Tactical July 2015 - Present
Haskell & White LLP January 2013 - July 2015
Ernst & Young September 2009 - January 2013
Chamber Advocacy 2004 - 2005
Southwest Airlines 2002 - 2004
USC Athletics 1999 - 2002
Education
California State University-Fullerton 2007 — 2009
Master of Science in Accountancy, Accounting
University of Southern California 1998 — 2002
Bachelor of Arts, Psychology
loyola high school
thousand oaks high school
Haskell & White LLP October 2011 - Present
Marcum LLP January 2010 - July 2011
Education
Hofstra University 2007 — 2009
BBA, Accounting
Haskell & White LLP July 2012 - Present
Professional Staffing Resources June 2011 - August 2012
Kinsbursky Brothers, Inc November 2003 - January 2009
Skills
Front Office Reception/..., HR Assistant, File Clerk, General Office Skills, Customer Service, MS Applications
Education
Canyon High
Fullerton College
Fullerton Junior College- some college Canyon High School
Public Health Foundation Enterprises October 2013 - Present
Haskell & White LLP January 2012 - October 2013
Farmer's Harvest January 2009 - December 2011
Ajilon March 2005 - January 2009
Allen, Haight & Monaghan LLP October 2003 - March 2005
Skills
GAAP, SEC filings, Accounting, Financial Reporting, Sarbanes-Oxley Act, Tax, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Revenue Recognition, US GAAP, Financial Statements, Managerial Finance, Strategic Financial..., External Audit, Accruals, Budgets, Income Tax, General Ledger, Consolidation, Cash Flow, Account Reconciliation, Financial Audits, Finance, Variance Analysis, Financial Modeling, Cash Flow Forecasting, Small Business, Corporate Tax, Tax Accounting, CPA, Management
Education
California State University-Long Beach 2002 — 2003
Bachelor of Science (BS), Accounting
Lori Mayes, CPA, CFE January 2011 - Present
Quality Systems, Inc. August 2013 - January 2015
Intuit January 2013 - April 2013
McGladrey January 2012 - May 2012
Golden State Foods July 2008 - January 2011
Downey Savings & Loan Association May 2005 - June 2008
Ernst & Young January 2001 - April 2005
Haskell & White LLP 1999 - 2001
Grant Thornton LLP 1996 - 1999
Skills
Corporate Tax, Tax Research, FIN 48, Tax Accounting, CPA, Consolidated Returns, Auditing, Partnership Taxation, FAS109, S Corporations, Foreign Tax Credit, US Tax, Multi-state tax returns, Foreign Entity Reporting, Pass-through Entities, Personal Income Tax..., Capital Gains Tax, Tax Treaties, Entity Selection, Subpart F, OneSource Income Tax, GoSystems, ProSystems, Trust Taxation, CCH Research, RIA Research, BNA Research, Member of AICPA, ACFE, CFE, Tax Advisory, Tax Returns, Accounting, Tax, Income Tax, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Finance, Financial Accounting, GAAP, Tax Preparation, US GAAP, SEC Filings, Management, Internal Controls, Tax Compliance, General Ledger, International Tax, Preparation
Education
National University
Masters, Taxation
National University
Certificate, Accountancy
San Diego State University-California State University
Bachelors, Applied Arts & Science