Keiter Stephens
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Keiter Stephens Employees
Morse Capital Partners March 2011 - Present
Capital Advisory Group February 2002 - March 2011
Keiter Stephens February 2002 - March 2011
Skills
Strategic Financial..., Investments, Investment Management, Finance, Tax, Personal Finance, Asset Allocation, Investment Advisory, Asset Management, Wealth Management, Retirement Planning, Financial Analysis, Project Planning, Investment Strategies, Alternative Investments, Portfolio Management, Due Diligence, Estate Planning, Financial Modeling
Education
University of Florida 1991 — 1992
MA, Real Estate and Urban Analysis
Saint Andrews Presbyterian 1986 — 1990
Bachelor's degree, Finance
St Christophers 1980 — 1988
Keiter July 2014 - Present
Keiter Stephens January 2012 - June 2014
Altria Group, Inc. December 2010 - October 2011
Skills
Tax Preparation, Corporate Tax, Tax Research, Personal Tax Planning, Bookkeeping, International Tax, S Corporations, State Tax, Estate Tax Planning, Tax Law, High Net Worth..., Journal Entries, Business Tax Planning, SEC filings, Assurance, Sales Tax, Small Business, Peachtree, Payroll Taxes, Bank Reconciliation, Forecasting, Transfer Pricing, Payroll
Education
Virginia Commonwealth University 2011 — 2012
Master of Accountancy, Accounting
Virginia Commonwealth University 2010 — 2011
Bachelor of Science, Accounting
Российский Государственный Торгово-Экономический Университет (РГТЭУ) / Russian State University of Trade and Economics 2001 — 2004
Bachelor of Science (B.S.), International Economics
Visionet Systems Inc. October 2013 - Present
CIBER January 2011 - Present
Ciber January 2009 - Present
TeleTracking Technologies 2004 - 2009
CIBER, Inc. 2003 - 2009
FullTilt Solutions 2001 - 2003
Whittman-Hart / marchFIRST 1999 - 2001
marchfirst 1999 - 2001
Xerox Connect 1996 - 2000
Keiter Stephens 1995 - 1996
Skills
Software Project..., Business Intelligence, SDLC, IT Service Management, ETL, Strategy, Consulting, ERP, Microsoft SQL Server, Outsourcing, CRM, Risk Management, Quality Assurance, Process Improvement, Integration, Business Analysis, Professional Services, IT Strategy, Change Management, SharePoint, Solution Architecture, Requirements Analysis, Visio, Software Development, PMP, Project Management, Business Development
Education
George Mason University
McGeorge Toyota November 2007 - Present
Keiter Stephens 2011 - 2011
Walmart 2006 - 2007
Barclays Africa Group Limited October 2000 - January 2004
Barclays Africa Group Limited January 1998 - August 1999
Skills
Tax Accounting, Personal Loans, Accounting, Auditing, Credit, Customer Service, Finance, Financial Analysis, Financial Reporting, Financial Risk, Loans, Microsoft Excel, Microsoft Office, Payroll, Retail Banking, Sales, Tax
Education
Liberty University 2014 — 2015
Master’s Degree
Virginia Commonwealth University - School of Business 2009 — 2012
Bsc. Accounting
Jsargeant Reynolds College 2007 — 2009
Associate
University of Nairobi
Martin, Beachy & Arehart, PLLC January 2013 - Present
Martin, Beachy & Arehart, PLLC November 2011 - January 2013
Keiter Stephens January 2010 - November 2011
Hoffman, White & Co. January 2008 - December 2009
Cocke, Szpanka & Taylor, CPAs April 2007 - December 2007
Skills
Taxation, Accounting, Consulting, Mergers, Budgeting, Excel, Financial Analysis, Microsoft Office, Financial Planning, Word, Financial Reporting, Internal Controls, Tax Accounting, Start-ups, GAAP, Income Tax, Construction, Forensic Accounting, Corporate Tax, Auditing, Quickbooks, Forecasting, Bookkeeping, Payroll, QuickBooks, Tax, Strategic Financial..., Budgets, Tax Preparation, Financial Statements, Small Business, CPA, Partnership Taxation
Education
Fairmont State University 2002 — 2007
Bachelor of Science, Accounting
SyCom Technologies August 2014 - Present
Keiter Stephens April 2006 - August 2014
Uptime Solutions January 2004 - April 2006
Framme law Firm August 2002 - 2004
Skills
Network Administration, VMware ESX, VMware Workstation, vSphere, Cisco VoIP, Microsoft Exchange, Riverbed, Packeteer, SQL 2008, Oracle Application..., Citrix, Blackberry Enterprise..., Active Directory, Symantec Endpoint..., Symantec Backup, Website Development, Google Analytics, Google Adwords, Disaster Recovery, Exchange Support, Server Administration, System Administration, Wordpress, Joomla, CCH ProSystem fx, Relius Administration, Cobra Administration, WSUS, Vendor Management, Microsoft Dynamics, EMC Storage, Tripwire, Zscaler, VMware vCenter Protect, Troubleshooting, Software Installation, COBRA
Education
John Tyler Community College
Lansing Community College
Power Distribution, Inc. October 2013 - Present
Virginia Supportive Housing May 2012 - October 2013
Power Distribution, Inc. November 2008 - May 2012
Keiter Stephens January 2004 - October 2008
Skills
Internal Controls, Financial Statements, Financial Reporting, CPA, Forensic Accounting, Tax Accounting, Accounting, GAAP, Auditing, Tax, General Ledger, Tax Research, Tax Preparation, US GAAP
Education
Randolph-Macon College 1999 — 2003
BA, Accounting and Business/Economics
Porter & Associates June 2009 - Present
AICPA March 2007 - June 2009
Keiter Stephens August 2004 - March 2007
Kraft CPAs November 2001 - July 2004
PricewaterhouseCoopers September 1999 - October 2001
Skills
Tax, Financial Planning, Accounting, Income Tax
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 1999
MST, Masters in Taxation
Auburn University, College of Business 1994 — 1998
Bachelors, Accounting
Evergreen Enterprises October 2012 - Present
Thomas D. Sherlock, CPA January 2002 - Present
Whitlock May 2011 - October 2012
Greater Richmond Convention Center (A Global Spectrum Property) November 2010 - April 2011
Cavalier Telephone July 2004 - May 2010
Massey Energy January 2003 - July 2004
Wells Coleman & Company December 2000 - January 2002
Keiter Stephens January 1999 - November 2000
Deloitte & Touche 1996 - 1999
NationsBank of Virginia 1993 - 1994
Skills
Business Process..., Spreadsheets, Process Analysis, Business Process..., Tax Preparation, Tax Advisory, Personal Financial..., Telecommunications, Microsoft Office, CPA, Certified Internal..., Chartered Global..., Enterprise Software, Account Reconciliation, Internal Audit, Auditing, Analysis, Tax Returns, General Ledger, Payroll, Accounts Receivable, Budgets, Financial Statements, Accounting, Tax, Financial Reporting, Finance, Mergers & Acquisitions, Process Improvement, Training, Forecasting, Management, Sarbanes-Oxley Act, Financial Analysis, GAAP, Corporate Tax, Financial Accounting
Education
Auburn University, College of Business 1994 — 1995
MAcc, Taxation
University of Richmond - Robins School of Business 1991 — 1993
B.S., Accounting
Middletown High School South 1983 — 1985
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Indiana University Health July 2013 - Present
Central Indiana Orthopedics August 2012 - July 2013
Estes Express Lines December 2010 - December 2011
WellPoint August 2007 - December 2010
Keiter Stephens 2009 - 2010
Skills
Desktop Support, Helpdesk, Software Installation, Computer Hardware..., Computer Repair, Computer Maintenance, Computers, Technical Support, Active Directory, Hardware, Help Desk Support, Computer Hardware, Troubleshooting, Printers, A+ Certified
Education
Ivy Tech Community College 2012 — 2015
Associate's degree, Computer Information Technology
Sullivan University 2006 — 2007
Keiter July 2014 - Present
Keiter July 2011 - June 2014
Keiter Stephens July 2010 - June 2011
Keiter Stephens July 2008 - June 2010
Keiter Stephens August 2006 - June 2008
Skills
GAAP, CPA, Financial Reporting, Auditing, Leadership, PowerPoint, Alternative Investments, Fund Accounting, PCAOB standards, Income Tax, Investments, Accounting, Financial Services, Financial Analysis, Internal Controls, Tax, Management, Tax Accounting
Education
Virginia Commonwealth University - School of Business 2006 — 2007
M.A., Accounting and Finance
James Madison University 2002 — 2006
B.B.A., Accounting and Finance
The Dover Household October 2009 - Present
Keiter Stephens March 2008 - October 2009
USI Insurance Services January 2006 - August 2007
Gumenick Properties October 2003 - January 2006
Skills
Customer Service, Accounts Payable, Accounts Receivable, Fair Housing, MS Office Suite, Vendor Relations, AMSI, Internet Explorer, Access/Jenark, Sagitta, Lotus Notes, Property Management, Fixed Asset..., Accounting Analysis, Account Reconciliation
Education
Radford University 1996 — 2000
BS, Interdisciplinary Studies
The Washington Trust Company June 2011 - Present
Grant Thornton LLP October 2010 - June 2011
Huron Consulting Group June 2006 - September 2010
Keiter Stephens July 1999 - May 2006
Skills
Accounting, Business Valuation, CPA, Financial Modeling, Financial Reporting, Forensic Accounting, Leadership, Mergers & Acquisitions, Strategic Planning, Mergers, Valuation, Corporate Finance, Financial Analysis, Due Diligence, SEC filings, SEC Filings
Education
Virginia Commonwealth University - School of Business 1996 — 1999
Mississippi State University 1995 — 1996
Capital One 2013 - 2014
Reynolds Consumer Products 2012 - 2013
KPMG LLP August 2006 - August 2012
Keiter Stephens 2003 - 2006
Education
Cedarville University
BS, Finance and Accounting
Dominion Virginia Power August 2011 - Present
Keiter Stephens July 2006 - August 2011
Skills
Accounting, GAAP, Financial Reporting, Tax Accounting, Tax, Tax Preparation, Auditing, Business Valuation, Financial Analysis, General Ledger, Internal Controls, Income Tax, Microsoft Excel, QuickBooks, Financial Statements, Financial Accounting, Payroll
Education
Randolph-Macon College 2002 — 2006
Bachelor of Science, Accounting
CFO Professional Services September 2013 - Present
Keiter Stephens September 2011 - September 2013
Renner & Company, CPA, P.C. June 2009 - August 2011
Skills
Process Improvement, Income Tax, Auditing, GAAP, CPA, Tax Preparation, Financial Reporting, Assurance, Financial Statements, Internal Controls, Due Diligence, Accounting, Financial Accounting, US GAAP, Financial Analysis, Corporate Tax, Tax Accounting, QuickBooks
Education
Radford University 2004 — 2008
Bachelor of Science, Accounting & Finance
CSCI May 2002 - Present
Computers Systems Center, Inc (CSCI) May 2002 - Present
IT Factory 1999 - 2001
IT Factory 1999 - 2001
Richmond Information Group 1998 - 2000
Keiter Stephens 1994 - 1997
Solutions by Design 1994 - 1995
SAIC 1989 - 1992
Skills
LotusScript, Lotus Domino, Lotus Notes, Sametime, Integration, Formula Language, Lotus, JavaScript, Requirements Analysis, Software Development, Testing, Security, Databases, Business Process, SQL, DB2, Quality Assurance, Visio
Education
Old Dominion University 1984 — 1988
BSBA, MIS
Churchland High School 1976 — 1980
WealthForge November 2014 - Present
WealthForge Holdings, Inc. May 2014 - October 2014
People Helping People Global January 2013 - July 2013
Cambridge Associates June 2011 - December 2012
Cambridge Associates December 2009 - June 2011
Cambridge Associates September 2008 - December 2009
Keiter Stephens February 2006 - August 2007
Skills
Agriculture, Due Diligence, Private Investment, Alternative Investments, Financial Modeling, Private Equity, Asset Allocation, Portfolio Management, Equities, Bloomberg, Financial Analysis, Asset Managment, Capital Markets, Fixed Income, Investments, Financial Literacy..., Finance, International..., Poverty Reduction, Analysis, Microfinance, Business Analysis, Microsoft Excel, Loan Portfolio Analysis, Asset Management, Negotiation, Program Management, Microsoft Office
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Accounting, Finance - Minor in Spanish
Universidad de Deusto 2006 — 2006
Business Study Abroad Program
Hewlett-Packard October 2015 - Present
HCA September 2013 - August 2015
Capital One November 1998 - August 2013
ShokProof Products June 2003 - December 2006
Keiter Stephens 1996 - 1998
Intercoastal Technologies 1994 - 1996
Sentara 1992 - 1994
Stewart Foods 1989 - 1992
ADP 1986 - 1989
Education
Virginia Commonwealth University - School of Business 2010 — 2011
Master of Science, Information Systems
The George Washington University 1998 — 2000
Masters Certificate, IT Project Management
James Madison University 1981 — 1986
BBA, Economics, Finance
Kempsville High School 1978 — 1981
Keiter December 1978 - Present
Keiter Stephens 1978 - 2009
Gary Stosch & Walls February 1973 - November 1978
Skills
Accounting, Business Planning, Financial Analysis, CPA, Management, Management Consulting, Mergers, Small Business, Strategic Planning, Tax
Education
University of Richmond - Robins School of Business 1970 — 1974
Keiter Stephens September 2008 - September 2010
PricewaterhouseCoopers August 2006 - September 2008
Skills
GAAP
Education
Auburn University, College of Business 2005 — 2006
Masters, Accountancy
Auburn University 2001 — 2005
Bachelors of Science in Business Administration, Accountancy
Martin Dolan Holton, Ltd. January 2010 - January 2013
Keiter Stephens September 2007 - April 2009
Circuit City June 2007 - August 2007
Gerald L. Richardson, CPA, Ltd., PC November 2000 - April 2007
HCA 1992 - 1994
Skills
Tax, Income Tax, Payroll, Bookkeeping, CPA, Payroll Taxes, Tax Preparation, Partnership Tax Returns, Accounting, Tax Research, Tax Accounting, Corporate Tax, QuickBooks, Partnership Taxation, Tax Returns, Fixed Assets, Personal Tax Planning, Journal Entries, Account Reconciliation, CCH Research, GoSystems, C-Corp, Accounts Payable, Accounts Receivable, 1120S, Multi-state tax returns, General Ledger
Education
Lipscomb University 1987 — 1991
B.S., Accounting
Godwin High School 1983 — 1987
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Capital One April 2014 - Present
Capital One April 2012 - Present
Markel Corporation October 2010 - September 2012
Keiter Stephens September 2007 - October 2010
The Brink's Company June 2005 - September 2007
Skills
CISA, CFE
Education
Canisius College 2001 — 2005
BS, Accounting and AIS
PRA Health Sciences June 2015 - Present
PRA Health Sciences November 2010 - May 2015
Keiter Stephens September 2008 - July 2010
German P. Culver, CPA, PC February 2007 - September 2008
Skills
Tax, Account Reconciliation, Accounting, Fixed Assets, Payroll, Financial Statements, Bookkeeping, Invoicing, Bank Reconciliation, Tax Returns, Small Business, Financial Analysis, Auditing, Forecasting, Payroll Taxes, General Ledger, Microsoft Excel, Cash Flow Forecasting, Accounts Receivable, US GAAP, Accounts Payable, Accruals, Financial Reporting, Financial Accounting, Internal Controls, Preparation, GAAP, Strategic Financial..., Financial Forecasting, Corporate Tax, Finance, Tax Accounting
Education
The University of Southern Mississippi 2003 — 2006
Bachelor of Science, Accounting
MetLife May 2014 - Present
MetLife April 2012 - Present
Genworth Financial October 2009 - April 2012
Keiter Stephens August 2008 - April 2009
Genworth Financial January 2008 - January 2008
Cargo Care, Inc June 2007 - August 2007
N.C. Leasing Trucking, Inc June 2006 - August 2006
Skills
Auditing, Internal Controls, Internal Audit, Data Analysis, Accounting, Management, Financial Statements, Software Documentation, Leadership, Payroll, Six Sigma, Financial Analysis, Tax, Corporate Tax
Education
Randolph-Macon College 2004 — 2008
B/A, Economics/Business, Accounting, Cumulative GPA: 3.26; Economics/Business GPA: 3.60; Accounting GPA: 3.77
Spider Management Company September 2012 - Present
Monticello Area Community Action Agency December 2010 - October 2012
Keiter Stephens August 2008 - December 2010
Skills
Financial Reporting, GAAP, Financial Analysis, Accounting, Auditing, Financial Statements, Finance, Investments, Tax Accounting, CPA, Financial Accounting
Education
James Madison University 2007 — 2008
Masters, Accounting
James Madison University 2003 — 2007
Bachelors, Accounting
Clover Hill High 2000 — 2003
Genworth Financial November 2009 - Present
Keiter Stephens 2008 - 2009
Education
Randolph-Macon College
Keiter Stephens October 2009 - July 2012
Skills
GAAP, Financial Accounting, Internal Controls, Financial Reporting, CPA, Financial Analysis, Accounting, Microsoft Excel, US GAAP, Tax Accounting, Finance, Financial Statements
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MAcc, Accounting
The College of William and Mary - The Mason School of Business 2004 — 2008
BBA, Finance