JGD & Associates LLP
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JGD & Associates LLP Employees
Employee
Years
Job
Industry
Cassidy Collins, JD, CPA, LLM Cassidy Collins, JD, CPA, LLM's JGD & Associates LLP Experience January 2005 - August 2007
Job Attorney, Office of Chief Counsel, IRS
Industry Law Practice
Experience
Office of Chief Counsel, IRS April 2010 - Present
LevitZacks Certified Public Accountants June 2008 - April 2010
JGD & Associates LLP January 2005 - August 2007
PricewaterhouseCoopers September 2002 - November 2004
Skills
Tax Law, Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, Litigation, Tax Controversy, SEC filings, Accounting, IRS, Trials, Tax Returns, Tax Research, Courts
Education
University of San Diego School of Law 2009 — 2009
LL.M. Taxation, Magna Cum Laude
University of San Diego School of Law 2005 — 2009
Juris Doctor, Cum Laude, Top 15% (47/327)
University of San Diego 1998 — 2002
Bachelor of Accountancy, Magna Cum Laude
Office of Chief Counsel, IRS April 2010 - Present
LevitZacks Certified Public Accountants June 2008 - April 2010
JGD & Associates LLP January 2005 - August 2007
PricewaterhouseCoopers September 2002 - November 2004
Skills
Tax Law, Tax, Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, Litigation, Tax Controversy, SEC filings, Accounting, IRS, Trials, Tax Returns, Tax Research, Courts
Education
University of San Diego School of Law 2009 — 2009
LL.M. Taxation, Magna Cum Laude
University of San Diego School of Law 2005 — 2009
Juris Doctor, Cum Laude, Top 15% (47/327)
University of San Diego 1998 — 2002
Bachelor of Accountancy, Magna Cum Laude
Germina Demers Germina Demers's JGD & Associates LLP Experience May 2006 - August 2014
Job Professional Administrative Consultant
Industry Accounting
Experience
Robert A. Cowen, CPA December 2014 - June 2015
East County Transitional Living Center September 2014 - January 2015
JGD & Associates LLP May 2006 - August 2014
Associated Students-SDSU June 1991 - October 2005
Skills
Human Resources, Training, Payroll, Small Business, Risk Management, IT Operations, Recruiting, Facilities Management, Facility Relocation, Renovation, Event Planning, Customer Satisfaction, Budgets, Accounts Payable, Remote Desktop, Published Author, Microsoft Word, Microsoft Excel, Outlook, Strategic Financial...
Education
San Diego State University-California State University 2003 — 2006
BA, Public Admin, Cum Laude
Grossmont College 1982 — 2003
Associate of Arts (AA), Transferable Studies, A+
Robert A. Cowen, CPA December 2014 - June 2015
East County Transitional Living Center September 2014 - January 2015
JGD & Associates LLP May 2006 - August 2014
Associated Students-SDSU June 1991 - October 2005
Skills
Human Resources, Training, Payroll, Small Business, Risk Management, IT Operations, Recruiting, Facilities Management, Facility Relocation, Renovation, Event Planning, Customer Satisfaction, Budgets, Accounts Payable, Remote Desktop, Published Author, Microsoft Word, Microsoft Excel, Outlook, Strategic Financial...
Education
San Diego State University-California State University 2003 — 2006
BA, Public Admin, Cum Laude
Grossmont College 1982 — 2003
Associate of Arts (AA), Transferable Studies, A+
James McMasters James McMasters's JGD & Associates LLP Experience January 2012 - July 2012
Job Designer/ Drafter at Meggitt PLC
Industry Mechanical or Industrial Engineering
Experience
Meggitt PLC August 2012 - Present
JGD & Associates LLP January 2012 - July 2012
Education
The University of Akron 2010 — 2013
Lorain County Community College 2009 — 2011
Associate of Science: Mechanical Design, Engineering
Mobile Dynamics, Toronto CA 2007 — 2007
Car Audio, Security, Video, and Home Theater Integration
University of Toledo 2004 — 2006
Mechanical Engineering Technology
Meggitt PLC August 2012 - Present
JGD & Associates LLP January 2012 - July 2012
Education
The University of Akron 2010 — 2013
Lorain County Community College 2009 — 2011
Associate of Science: Mechanical Design, Engineering
Mobile Dynamics, Toronto CA 2007 — 2007
Car Audio, Security, Video, and Home Theater Integration
University of Toledo 2004 — 2006
Mechanical Engineering Technology
John Wehmeyer John Wehmeyer's JGD & Associates LLP Experience September 2014 - Present
Job Firm Administrator at JGD & Associates LLP
Industry Accounting
Experience
JGD & Associates LLP September 2014 - Present
Aspen Ridge Communications November 2013 - September 2014
Littler Mendelson October 2012 - October 2013
Baker & McKenzie LLP January 2008 - April 2012
McDermott Will & Emery LLP February 2003 - January 2008
Campbell & Flores LLP March 2001 - November 2002
Skills
Administration, Microsoft Office, Budgeting, Mentoring, SharePoint, Staff Training, Evaluation, Hiring/firing, Team Leadership, Department Management, Transformation, Fiscal Responsibility, Performance Improvement, Process Improvement, Turn Around Management, Reorganization, HR, Operations Management, Process Management, Policy, Program Management, System Deployment, Technology..., Management, Human Resources, System Administration, Budgets, Risk Management, Strategy, Cross-functional Team..., IT Management, Change Management, Software Documentation, Document Management, Analysis, Coaching, Team Management, Training, Leadership, Outsourcing, Recruiting, MS Project, Balancing Budgets, Project Management, Vendor Management, Visio, Business Process..., Business Analysis, Information Technology, Business
Education
Colorado State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Kansas Wesleyan University 1996 — 1997
JGD & Associates LLP September 2014 - Present
Aspen Ridge Communications November 2013 - September 2014
Littler Mendelson October 2012 - October 2013
Baker & McKenzie LLP January 2008 - April 2012
McDermott Will & Emery LLP February 2003 - January 2008
Campbell & Flores LLP March 2001 - November 2002
Skills
Administration, Microsoft Office, Budgeting, Mentoring, SharePoint, Staff Training, Evaluation, Hiring/firing, Team Leadership, Department Management, Transformation, Fiscal Responsibility, Performance Improvement, Process Improvement, Turn Around Management, Reorganization, HR, Operations Management, Process Management, Policy, Program Management, System Deployment, Technology..., Management, Human Resources, System Administration, Budgets, Risk Management, Strategy, Cross-functional Team..., IT Management, Change Management, Software Documentation, Document Management, Analysis, Coaching, Team Management, Training, Leadership, Outsourcing, Recruiting, MS Project, Balancing Budgets, Project Management, Vendor Management, Visio, Business Process..., Business Analysis, Information Technology, Business
Education
Colorado State University 1997 — 2000
Bachelor of Science (B.S.), Business Administration, Management and Operations
Kansas Wesleyan University 1996 — 1997
Alexandra Brzezniak Alexandra Brzezniak's JGD & Associates LLP Experience June 2008 - July 2008
Job Coordinator, Program Strategy (E! Entertainment) at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. April 2014 - August 2015
Nordstrom November 2013 - January 2014
NBCUniversal, Inc. February 2013 - May 2013
NBCUniversal, Inc. September 2012 - December 2012
Viacom Media Networks June 2012 - August 2012
Pura Vida Bracelets July 2011 - August 2012
The Pacific Athletic Club June 2010 - August 2012
Hollywood Branded Inc. September 2011 - May 2012
JGD & Associates LLP June 2008 - July 2008
Skills
Facebook, Advertising, PowerPoint, Social Media, Research, Social Networking, Outlook, Public Speaking, Entertainment, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Media & Entertainment, Organization, Entertainment Industry, Branded Entertainment, Marketing, Product Marketing, Marketing Strategy, Television, Event Planning
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (BA), Major: Communication Studies; Minor: Sociology, 3.85
Torrey Pines High School 2005 — 2009
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. April 2014 - August 2015
Nordstrom November 2013 - January 2014
NBCUniversal, Inc. February 2013 - May 2013
NBCUniversal, Inc. September 2012 - December 2012
Viacom Media Networks June 2012 - August 2012
Pura Vida Bracelets July 2011 - August 2012
The Pacific Athletic Club June 2010 - August 2012
Hollywood Branded Inc. September 2011 - May 2012
JGD & Associates LLP June 2008 - July 2008
Skills
Facebook, Advertising, PowerPoint, Social Media, Research, Social Networking, Outlook, Public Speaking, Entertainment, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Media & Entertainment, Organization, Entertainment Industry, Branded Entertainment, Marketing, Product Marketing, Marketing Strategy, Television, Event Planning
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (BA), Major: Communication Studies; Minor: Sociology, 3.85
Torrey Pines High School 2005 — 2009
Glenn McArdle's JGD & Associates LLP Experience April 2008 - January 2009
Job Project Manager
Industry Civil Engineering
Experience
Nelson Stud Welding August 2011 - Present
Just Energy April 2011 - August 2011
JGD & Associates LLP April 2008 - January 2009
TravelCenters of America June 1995 - March 2008
BP America February 1982 - May 1995
Skills
Engineering, AutoCAD, Retail, Construction Management, Operations Management, Budgets, Construction, Team Building, Program Management, Training, Project Management
Education
Purdue University 1977 — 1981
BSCE, Civil Engineering
Nelson Stud Welding August 2011 - Present
Just Energy April 2011 - August 2011
JGD & Associates LLP April 2008 - January 2009
TravelCenters of America June 1995 - March 2008
BP America February 1982 - May 1995
Skills
Engineering, AutoCAD, Retail, Construction Management, Operations Management, Budgets, Construction, Team Building, Program Management, Training, Project Management
Education
Purdue University 1977 — 1981
BSCE, Civil Engineering
Natalie Lackmann's JGD & Associates LLP Experience December 2013 - Present
Job Tax Associate at JGD & Associates LLP
Industry Higher Education
Experience
JGD & Associates LLP December 2013 - Present
Flores Financial Services March 2013 - November 2013
University of San Diego September 2011 - January 2013
Education
University of San Diego 2011 — 2013
Master of Science (MS), Accounting
California State University-San Marcos - College of Business Administration 2009 — 2011
Bachelor of Arts (B.A.), Finance, General
JGD & Associates LLP December 2013 - Present
Flores Financial Services March 2013 - November 2013
University of San Diego September 2011 - January 2013
Education
University of San Diego 2011 — 2013
Master of Science (MS), Accounting
California State University-San Marcos - College of Business Administration 2009 — 2011
Bachelor of Arts (B.A.), Finance, General
Will Botzum, CPA Will Botzum, CPA's JGD & Associates LLP Experience January 1987 - Present
Job CPA, Audit Partner at JGD & Associates LLP
Industry Accounting
Experience
JGD & Associates LLP January 1987 - Present
Beckman Instruments December 1984 - November 1987
Skills
Auditing, Income Tax, Financial Statements, Financial Reporting, Corporate Tax, Accounting, Tax Preparation, CPA, Tax Returns, External Audit, Finance, Revenue Recognition, Partnership Taxation, General Ledger, QuickBooks, Tax Research, Forensic Accounting, IFRS
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1980
B.A., Accounting
California State University-Fullerton
Bachelor of Arts, Business Administration (Accounting)
JGD & Associates LLP January 1987 - Present
Beckman Instruments December 1984 - November 1987
Skills
Auditing, Income Tax, Financial Statements, Financial Reporting, Corporate Tax, Accounting, Tax Preparation, CPA, Tax Returns, External Audit, Finance, Revenue Recognition, Partnership Taxation, General Ledger, QuickBooks, Tax Research, Forensic Accounting, IFRS
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1976 — 1980
B.A., Accounting
California State University-Fullerton
Bachelor of Arts, Business Administration (Accounting)
Hannah Venable Hannah Venable's JGD & Associates LLP Experience September 2011 - July 2014
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte July 2014 - Present
JGD & Associates LLP September 2011 - July 2014
Skills
Microsoft Excel, Accounting, Auditing, Financial Statements, QuickBooks, PowerPoint, ProSystem fx Engagement, General Ledger, US GAAP, CCH ProSystem fx, Inventory Management, Compilation, Reviews, Leadership, Teamwork
Education
University of San Diego 2009 — 2011
Bachelor of Accountancy, Accounting
Solano Community College 2007 — 2009
General Education
Deloitte July 2014 - Present
JGD & Associates LLP September 2011 - July 2014
Skills
Microsoft Excel, Accounting, Auditing, Financial Statements, QuickBooks, PowerPoint, ProSystem fx Engagement, General Ledger, US GAAP, CCH ProSystem fx, Inventory Management, Compilation, Reviews, Leadership, Teamwork
Education
University of San Diego 2009 — 2011
Bachelor of Accountancy, Accounting
Solano Community College 2007 — 2009
General Education
Brandon Weidinger's JGD & Associates LLP Experience August 2015 - Present
Job Managing Partner @ Web Xpansion LLC
Industry Internet
Experience
Ryno power August 2015 - Present
JGD & Associates LLP August 2015 - Present
Web Xpansion January 2015 - Present
Reputation Impression July 2013 - January 2015
Foresight Sports March 2013 - June 2013
US Navy January 2003 - January 2007
Skills
Social Media, HTML, Illustrator, Social Media Marketing, Adobe Creative Suite, Social Networking, CSS, Graphic Design, InDesign, Photography, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Dreamweaver, Mac, Photoshop, Logo Design, SEO, Branding, Typography, Business Cards, Web Design, Online Marketing, Customer Service, Web Development, Marketing Strategy, Email Marketing, Marketing, Advertising, Sales, WordPress, Management, Google Analytics, Project Management, Lead Generation, Online Advertising, New Business Development, Digital Marketing, Salesforce.com, SEM, User Experience, Public Speaking, Graphics, Layout, PPC, Strategic Planning
Education
Platt College-San Diego 2011 — 2013
Web Design, Web/Multimedia Management and Webmaster
Ryno power August 2015 - Present
JGD & Associates LLP August 2015 - Present
Web Xpansion January 2015 - Present
Reputation Impression July 2013 - January 2015
Foresight Sports March 2013 - June 2013
US Navy January 2003 - January 2007
Skills
Social Media, HTML, Illustrator, Social Media Marketing, Adobe Creative Suite, Social Networking, CSS, Graphic Design, InDesign, Photography, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Dreamweaver, Mac, Photoshop, Logo Design, SEO, Branding, Typography, Business Cards, Web Design, Online Marketing, Customer Service, Web Development, Marketing Strategy, Email Marketing, Marketing, Advertising, Sales, WordPress, Management, Google Analytics, Project Management, Lead Generation, Online Advertising, New Business Development, Digital Marketing, Salesforce.com, SEM, User Experience, Public Speaking, Graphics, Layout, PPC, Strategic Planning
Education
Platt College-San Diego 2011 — 2013
Web Design, Web/Multimedia Management and Webmaster
Eric Fleck, CPA Eric Fleck, CPA's JGD & Associates LLP Experience December 2010 - June 2014
Job Accounting Manager, Corp Accounting, North America Concerts at Live Nation Entertainment
Industry Accounting
Experience
Live Nation Entertainment July 2014 - Present
JGD & Associates LLP December 2010 - June 2014
McGladrey & Pullen August 2005 - December 2010
Education
The University of Connecticut 2001 — 2005
Bachelor of Science (BS), Accounting
The University of Connecticut
Master of Science (MS), Accounting
Live Nation Entertainment July 2014 - Present
JGD & Associates LLP December 2010 - June 2014
McGladrey & Pullen August 2005 - December 2010
Education
The University of Connecticut 2001 — 2005
Bachelor of Science (BS), Accounting
The University of Connecticut
Master of Science (MS), Accounting
Monique Bourgeois Monique Bourgeois's JGD & Associates LLP Experience January 2015 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
JGD & Associates LLP January 2015 - Present
Lipsey, Youngren, Means, Ogren & Sandberg, LLP July 2014 - December 2014
A.V. Arias & Co. March 2013 - June 2014
ClubCorp September 2012 - January 2013
AMC Theatres February 2008 - August 2012
Whittaker Music December 2000 - February 2008
Skills
Accounting, Accounts Receivable, Accounts Payable, Management, Office Management, Microsoft Applications, Oracle, Kronos Timekeeping, Aloha, Workbrain, Payroll, Human Resources, ADP Payroll, Cash Management, Bank Reconciliation, Hiring, Cash Receipts, QuickBooks, Bookkeeping, Inventory, Microsoft Office 2007, Inventory Management, Data Entry, Spreadsheets, Invoice Processing, Training, Financial Statements, Financial Reporting, Tax Preparation, Income Tax, Microsoft Excel, Microsoft Office
Education
National University 2011 — 2013
Master's degree, Accounting
San Diego State University-California State University 2002 — 2004
Bachelor's degree, Mathematics
JGD & Associates LLP January 2015 - Present
Lipsey, Youngren, Means, Ogren & Sandberg, LLP July 2014 - December 2014
A.V. Arias & Co. March 2013 - June 2014
ClubCorp September 2012 - January 2013
AMC Theatres February 2008 - August 2012
Whittaker Music December 2000 - February 2008
Skills
Accounting, Accounts Receivable, Accounts Payable, Management, Office Management, Microsoft Applications, Oracle, Kronos Timekeeping, Aloha, Workbrain, Payroll, Human Resources, ADP Payroll, Cash Management, Bank Reconciliation, Hiring, Cash Receipts, QuickBooks, Bookkeeping, Inventory, Microsoft Office 2007, Inventory Management, Data Entry, Spreadsheets, Invoice Processing, Training, Financial Statements, Financial Reporting, Tax Preparation, Income Tax, Microsoft Excel, Microsoft Office
Education
National University 2011 — 2013
Master's degree, Accounting
San Diego State University-California State University 2002 — 2004
Bachelor's degree, Mathematics
Amanda N. Brown Amanda N. Brown's JGD & Associates LLP Experience October 2013 - Present
Job Tax Senior Associate at JGD & Associates LLP
Industry Accounting
Experience
JGD & Associates LLP October 2013 - Present
Law Firm February 2011 - Present
Henry & Horne, LLP December 2009 - December 2010
KPMG Peat Marwick July 2008 - October 2009
TCC/EITC Initiative February 2004 - April 2009
KPMG Peat Marwick July 2006 - July 2008
Arizona State University August 2005 - May 2006
Pulte Homes Inc May 2005 - July 2005
Skills
Tax Preparation, Accounting, QuickBooks, Tax, Tax Returns, Payroll, Financial Statements, IRS, Journal Entries, Tax Accounting, Finance, Financial Reporting, Variance Analysis, CPA
Education
Arizona State University, W. P. Carey School of Business
Master of Taxation
Arizona State University, W. P. Carey School of Business 2000 — 2005
Bachelor of Science, Accountancy
JGD & Associates LLP October 2013 - Present
Law Firm February 2011 - Present
Henry & Horne, LLP December 2009 - December 2010
KPMG Peat Marwick July 2008 - October 2009
TCC/EITC Initiative February 2004 - April 2009
KPMG Peat Marwick July 2006 - July 2008
Arizona State University August 2005 - May 2006
Pulte Homes Inc May 2005 - July 2005
Skills
Tax Preparation, Accounting, QuickBooks, Tax, Tax Returns, Payroll, Financial Statements, IRS, Journal Entries, Tax Accounting, Finance, Financial Reporting, Variance Analysis, CPA
Education
Arizona State University, W. P. Carey School of Business
Master of Taxation
Arizona State University, W. P. Carey School of Business 2000 — 2005
Bachelor of Science, Accountancy
Ashley Gardner, MSAcc's JGD & Associates LLP Experience August 2012 - February 2015
Job Staff Accountant at AP Wireless Infrastructure Partners
Industry Accounting
Experience
AP Wireless Infrastructure Partners February 2015 - Present
JGD & Associates LLP August 2012 - February 2015
G.S. Gabbard, CPA PSC August 2011 - July 2012
Mountjoy Chilton Medley LLP January 2010 - April 2010
Skills
Accounting, Financial Statements, Customer Service, Bookkeeping, General Ledger..., Payroll Processing, Account Reconciliation, Billing, Invoicing, Tax Preparation, Microsoft Excel, Finance, Accounts Receivable, Auditing, Payroll, GAAP
Education
University of Kentucky 2011 — 2012
Master of Science, Accountancy
University of Kentucky 2007 — 2011
Bachelor of Science, Accounting
AP Wireless Infrastructure Partners February 2015 - Present
JGD & Associates LLP August 2012 - February 2015
G.S. Gabbard, CPA PSC August 2011 - July 2012
Mountjoy Chilton Medley LLP January 2010 - April 2010
Skills
Accounting, Financial Statements, Customer Service, Bookkeeping, General Ledger..., Payroll Processing, Account Reconciliation, Billing, Invoicing, Tax Preparation, Microsoft Excel, Finance, Accounts Receivable, Auditing, Payroll, GAAP
Education
University of Kentucky 2011 — 2012
Master of Science, Accountancy
University of Kentucky 2007 — 2011
Bachelor of Science, Accounting
Franklin Shiraki's JGD & Associates LLP Experience November 2013 - October 2014
Job Financial Accountant at Firewire Surfboards
Industry Accounting
Experience
Firewire Surfboards October 2014 - Present
JGD & Associates LLP November 2013 - October 2014
A.V. Arias & Co. September 2012 - November 2013
Deloitte Tax LLP December 2008 - October 2012
United Planners Financial Services December 2006 - December 2008
The Active Network December 2005 - December 2006
Skills
Accounting, Strategic Financial..., Financial Accounting, Tax, Investments, GAAP, Microsoft Office, Financial Reporting, Managerial Finance, Internal Controls, Auditing, Risk Management, Tax Returns, Accounts Payable, Financial Statements, Finance, Sarbanes-Oxley Act, Income Tax, Financial Planning
Education
University of San Diego 2005 — 2006
Master's of Science, Accountancy and Financial Management
University of San Diego 2001 — 2005
Bachelors, Accountancy
Punahou School
Firewire Surfboards October 2014 - Present
JGD & Associates LLP November 2013 - October 2014
A.V. Arias & Co. September 2012 - November 2013
Deloitte Tax LLP December 2008 - October 2012
United Planners Financial Services December 2006 - December 2008
The Active Network December 2005 - December 2006
Skills
Accounting, Strategic Financial..., Financial Accounting, Tax, Investments, GAAP, Microsoft Office, Financial Reporting, Managerial Finance, Internal Controls, Auditing, Risk Management, Tax Returns, Accounts Payable, Financial Statements, Finance, Sarbanes-Oxley Act, Income Tax, Financial Planning
Education
University of San Diego 2005 — 2006
Master's of Science, Accountancy and Financial Management
University of San Diego 2001 — 2005
Bachelors, Accountancy
Punahou School
Brandie Bokan's JGD & Associates LLP Experience July 2006 - September 2010
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG May 2011 - Present
JGD & Associates LLP July 2006 - September 2010
RSM McGladrey/Stauffer & Co. June 2005 - June 2006
Education
Manchester University 2000 — 2005
MACCT, Accounting
KPMG May 2011 - Present
JGD & Associates LLP July 2006 - September 2010
RSM McGladrey/Stauffer & Co. June 2005 - June 2006
Education
Manchester University 2000 — 2005
MACCT, Accounting
Jonathan J. Kim's JGD & Associates LLP Experience December 2013 - July 2015
Job EY
Industry Financial Services
Experience
EY July 2015 - Present
JGD & Associates LLP December 2013 - July 2015
A. V. Arias & Co. October 2009 - November 2013
Wells Fargo Bank November 2008 - October 2009
Luxury Loans August 2005 - November 2007
Skills
Income Tax, Corporate Tax, Financial Analysis, Financial Statements, QuickBooks, Microsoft Excel
Education
University of California, San Diego
B.S., Management Science: Economics
University of California, San Diego
Accounting Certificate, Accounting
Punahou Schools 1996 — 2001
EY July 2015 - Present
JGD & Associates LLP December 2013 - July 2015
A. V. Arias & Co. October 2009 - November 2013
Wells Fargo Bank November 2008 - October 2009
Luxury Loans August 2005 - November 2007
Skills
Income Tax, Corporate Tax, Financial Analysis, Financial Statements, QuickBooks, Microsoft Excel
Education
University of California, San Diego
B.S., Management Science: Economics
University of California, San Diego
Accounting Certificate, Accounting
Punahou Schools 1996 — 2001
Colleen Kunkle's JGD & Associates LLP Experience October 2007 - August 2009
Job Manager, Customer Onboarding at Penske Truck Leasing
Industry Accounting
Experience
Penske Truck Leasing October 2014 - Present
Penske Truck Leasing January 2014 - October 2014
Penske Truck Leasing June 2011 - January 2014
Penske Truck Leasing August 2009 - June 2011
JGD & Associates LLP October 2007 - August 2009
PricewaterhouseCoopers September 2006 - October 2007
Skills
Accounting, Auditing, Customer Service, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Management, Microsoft Excel, Microsoft Office, Team Building
Education
Alvernia University 2011 — 2014
Master of Business Administration (MBA), Business
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A., Accounting
Penske Truck Leasing October 2014 - Present
Penske Truck Leasing January 2014 - October 2014
Penske Truck Leasing June 2011 - January 2014
Penske Truck Leasing August 2009 - June 2011
JGD & Associates LLP October 2007 - August 2009
PricewaterhouseCoopers September 2006 - October 2007
Skills
Accounting, Auditing, Customer Service, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Management, Microsoft Excel, Microsoft Office, Team Building
Education
Alvernia University 2011 — 2014
Master of Business Administration (MBA), Business
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A., Accounting
Elizabeth Gualta's JGD & Associates LLP Experience February 2007 - May 2008
Job Financial Consultant, MetLife National Accounts GVWB
Industry Financial Services
Experience
MetLife July 2014 - Present
AMN Healthcare June 2010 - June 2014
Caporicci & Larson, CPAs May 2008 - January 2010
JGD & Associates LLP February 2007 - May 2008
Skills
Microsoft Excel, Accounts Receivable, Auditing, Financial Analysis, Customer Service, QuickBooks, Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Tax Preparation, Data Analysis, Teamwork, Spreadsheets, Leadership
Education
San Diego State University-California State University
Bachelor of Science
University of California, Los Angeles
Certificate
MetLife July 2014 - Present
AMN Healthcare June 2010 - June 2014
Caporicci & Larson, CPAs May 2008 - January 2010
JGD & Associates LLP February 2007 - May 2008
Skills
Microsoft Excel, Accounts Receivable, Auditing, Financial Analysis, Customer Service, QuickBooks, Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Tax Preparation, Data Analysis, Teamwork, Spreadsheets, Leadership
Education
San Diego State University-California State University
Bachelor of Science
University of California, Los Angeles
Certificate
Joseph Taylor, CPA's JGD & Associates LLP Experience 2005 - 2006
Job Vice President, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities 2006 - 2013
JGD & Associates LLP 2005 - 2006
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematical Finance & Statistics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics & Accounting
Wells Fargo Securities 2013 - Present
Wells Fargo Securities 2006 - 2013
JGD & Associates LLP 2005 - 2006
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematical Finance & Statistics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics & Accounting
Michael Palazzo, CPA's JGD & Associates LLP Experience July 2011 - January 2015
Job Audit Manager at McMillan Pate & Company LLP
Industry Accounting
Experience
McMillan Pate & Company LLP January 2015 - Present
JGD & Associates LLP July 2011 - January 2015
LarsonAllen December 2002 - July 2011
Bee, Bergvall & Co June 2000 - November 2002
Skills
Accounting, Auditing, US GAAP, Financial Statements, Financial Reporting, Non-profits, Internal Controls, OMB Circular A-133, GASB, Tax, Financial Accounting, GAAP, Nonprofits, Corporate Tax, CPA, QuickBooks
Education
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Accounting
McMillan Pate & Company LLP January 2015 - Present
JGD & Associates LLP July 2011 - January 2015
LarsonAllen December 2002 - July 2011
Bee, Bergvall & Co June 2000 - November 2002
Skills
Accounting, Auditing, US GAAP, Financial Statements, Financial Reporting, Non-profits, Internal Controls, OMB Circular A-133, GASB, Tax, Financial Accounting, GAAP, Nonprofits, Corporate Tax, CPA, QuickBooks
Education
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Accounting
Stephanie Donner's JGD & Associates LLP Experience August 2012 - October 2012
Job Human Resources at The Control Group Media Company, Inc.
Industry Internet
Experience
The Control Group Media Company, Inc. August 2015 - Present
Hilton San Diego Bayfront December 2012 - August 2015
PETCO Animal Supplies, Inc. November 2012 - December 2012
JGD & Associates LLP August 2012 - October 2012
Insurance Company of the West November 2011 - May 2012
Farmers Insurance April 2011 - November 2011
Mission Bay Aquatic Center June 2005 - August 2011
On Board Entertainment November 2009 - April 2011
Beyondbikes.com April 2008 - August 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Event Management, Training, Microsoft Office, Marketing, Sales, Outlook, Social Networking, Public Relations, Facebook, Human Resources, Hospitality Industry, Leadership, Public Speaking, Event Planning, Recruiting
Education
San Diego State University-California State University 2012 — 2015
Professional Certificate in Human Resource Management, Human Resources Management and Services
California State University-Northridge 2009 — 2010
BA Communications, Communication Studies
Junipero Serra High School
The Control Group Media Company, Inc. August 2015 - Present
Hilton San Diego Bayfront December 2012 - August 2015
PETCO Animal Supplies, Inc. November 2012 - December 2012
JGD & Associates LLP August 2012 - October 2012
Insurance Company of the West November 2011 - May 2012
Farmers Insurance April 2011 - November 2011
Mission Bay Aquatic Center June 2005 - August 2011
On Board Entertainment November 2009 - April 2011
Beyondbikes.com April 2008 - August 2008
Skills
Customer Service, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Event Management, Training, Microsoft Office, Marketing, Sales, Outlook, Social Networking, Public Relations, Facebook, Human Resources, Hospitality Industry, Leadership, Public Speaking, Event Planning, Recruiting
Education
San Diego State University-California State University 2012 — 2015
Professional Certificate in Human Resource Management, Human Resources Management and Services
California State University-Northridge 2009 — 2010
BA Communications, Communication Studies
Junipero Serra High School
Laurie Ganz's JGD & Associates LLP Experience December 2012 - October 2014
Job Chief Relationship Officer & Event Manager at SDX
Industry Events Services
Experience
SDX October 2014 - Present
Ad 2 San Diego July 2015 - Present
Ad 2 San Diego July 2014 - Present
JGD & Associates LLP December 2012 - October 2014
DEPARTURE May 2012 - December 2012
Ashford University September 2011 - January 2012
Optelec January 2011 - May 2011
Hillel of San Diego August 2008 - May 2011
Skills
Microsoft Office, Event Planning, PowerPoint, Customer Service, Marketing, Event Management, Microsoft Word, Microsoft Excel, Sales, Advertising, Facebook, Outlook, Time Management, Leadership, Market Research, Social Media Marketing
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
B.S. Business Administration, Marketing, GPA: 3.76
SDX October 2014 - Present
Ad 2 San Diego July 2015 - Present
Ad 2 San Diego July 2014 - Present
JGD & Associates LLP December 2012 - October 2014
DEPARTURE May 2012 - December 2012
Ashford University September 2011 - January 2012
Optelec January 2011 - May 2011
Hillel of San Diego August 2008 - May 2011
Skills
Microsoft Office, Event Planning, PowerPoint, Customer Service, Marketing, Event Management, Microsoft Word, Microsoft Excel, Sales, Advertising, Facebook, Outlook, Time Management, Leadership, Market Research, Social Media Marketing
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
B.S. Business Administration, Marketing, GPA: 3.76
Marianna Fenelli Khouri's JGD & Associates LLP Experience September 2007 - June 2011
Job Controller at Frank Motors and Board Member at Jackie Robinson Family YMCA
Industry Automotive
Experience
Jackie Robinson Family YMCA January 2012 - Present
Frank Motors June 2011 - Present
JGD & Associates LLP September 2007 - June 2011
KPMG May 2002 - June 2007
Andersen January 2002 - May 2002
Andersen June 2001 - August 2001
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
accounting, accounting
Jackie Robinson Family YMCA January 2012 - Present
Frank Motors June 2011 - Present
JGD & Associates LLP September 2007 - June 2011
KPMG May 2002 - June 2007
Andersen January 2002 - May 2002
Andersen June 2001 - August 2001
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
accounting, accounting
Cody Russell's JGD & Associates LLP Experience August 2015 - Present
Job Accountant
Industry Accounting
Experience
JGD & Associates LLP August 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Point Loma Nazarene University August 2013 - January 2015
Del Mar Fairgrounds June 2012 - July 2014
Skills
Tax, Financial Accounting, Accounting, Financial Reporting, Bookkeeping, QuickBooks, Microsoft Office, Microsoft Word, Teamwork, Time Management, Microsoft Excel, Communication, PowerPoint, Financial Analysis
Education
Point Loma Nazarene University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
JGD & Associates LLP August 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Point Loma Nazarene University August 2013 - January 2015
Del Mar Fairgrounds June 2012 - July 2014
Skills
Tax, Financial Accounting, Accounting, Financial Reporting, Bookkeeping, QuickBooks, Microsoft Office, Microsoft Word, Teamwork, Time Management, Microsoft Excel, Communication, PowerPoint, Financial Analysis
Education
Point Loma Nazarene University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance