Kelly Financial Services
Kelly Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kelly Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Kelly Financial Services Salaries. You can even request information on how much does Kelly Financial Services pay if you want to. Learn about salaries, pros and cons of working for Kelly Financial Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
23 Kelly Financial Services employees in database. Find out everything there's to know about Kelly Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Kelly Financial Services Employees
Employee
Years
Job
Industry
Scott Weldy Scott Weldy's Kelly Financial Services Experience March 2004 - May 2004
Job Sales Tax Manager & Tax Law Analyst at Belfor USA
Industry Construction
Experience
Belfor USA March 2006 - Present
BELFOR Holdings, Inc March 2006 - Present
Walter Holdan CPA December 2004 - April 2006
Walter A. Holdan, CPA July 2004 - April 2005
GMAC Leasing September 2003 - September 2004
Kelly Financial Services March 2004 - May 2004
General Motors Acceptance Corp September 2002 - October 2003
H&R Block December 2001 - May 2002
H&R Block December 2001 - May 2002
Skills
Excel, Word, Timberline, Property Tax, Microsoft Excel, Microsoft Word, Tax Preparation, General Ledger, Accounts Payable, Sales, Sales & Use Tax, Sales Tax, Microsoft Office, Budgets, Tax, Tax Returns, Corporate Tax, Financial Statements, Account Reconciliation, QuickBooks, Tax Law, Accounting, Accounts Receivable, Due Diligence, Payroll, Financial Analysis, Spreadsheets, Use Tax, Fixed Assets, GAAP, Income Tax, Financial Audits, Tax Research, Tax Accounting, Forecasting
Education
Walsh College of Accountancy and Business Administration 2013 — 2015
Master's degree, Business Taxation
Oakland University
Bachelor of Science, Finance
Oakland University
Finance, Accounting
Sterling Heights High School
Belfor USA March 2006 - Present
BELFOR Holdings, Inc March 2006 - Present
Walter Holdan CPA December 2004 - April 2006
Walter A. Holdan, CPA July 2004 - April 2005
GMAC Leasing September 2003 - September 2004
Kelly Financial Services March 2004 - May 2004
General Motors Acceptance Corp September 2002 - October 2003
H&R Block December 2001 - May 2002
H&R Block December 2001 - May 2002
Skills
Excel, Word, Timberline, Property Tax, Microsoft Excel, Microsoft Word, Tax Preparation, General Ledger, Accounts Payable, Sales, Sales & Use Tax, Sales Tax, Microsoft Office, Budgets, Tax, Tax Returns, Corporate Tax, Financial Statements, Account Reconciliation, QuickBooks, Tax Law, Accounting, Accounts Receivable, Due Diligence, Payroll, Financial Analysis, Spreadsheets, Use Tax, Fixed Assets, GAAP, Income Tax, Financial Audits, Tax Research, Tax Accounting, Forecasting
Education
Walsh College of Accountancy and Business Administration 2013 — 2015
Master's degree, Business Taxation
Oakland University
Bachelor of Science, Finance
Oakland University
Finance, Accounting
Sterling Heights High School
Christopher Budd Christopher Budd's Kelly Financial Services Experience November 2004 - February 2005
Job Project Analyst at Johnson Consulting
Industry Sports
Experience
Johnson Consulting February 2013 - Present
Northwestern University January 2011 - June 2012
Northwestern University Department of Athletics September 2011 - November 2011
U.S. Bank February 2005 - December 2010
Kelly Financial Services November 2004 - February 2005
Skills
Sports Management, Sports Marketing, Sports, Event Planning, Social Media, Public Speaking, Budgets, Analytics, Microsoft Office, Blogging, Marketing
Education
Northwestern University 2011 — 2012
M.A, Sports Administration
Marquette University 2000 — 2004
B.S, Finance
Johnson Consulting February 2013 - Present
Northwestern University January 2011 - June 2012
Northwestern University Department of Athletics September 2011 - November 2011
U.S. Bank February 2005 - December 2010
Kelly Financial Services November 2004 - February 2005
Skills
Sports Management, Sports Marketing, Sports, Event Planning, Social Media, Public Speaking, Budgets, Analytics, Microsoft Office, Blogging, Marketing
Education
Northwestern University 2011 — 2012
M.A, Sports Administration
Marquette University 2000 — 2004
B.S, Finance
Christine Tufts Christine Tufts's Kelly Financial Services Experience June 2008 - January 2013
Job Experienced Client Relationship Professional
Industry Health, Wellness and Fitness
Experience
Blue Cross Blue Shield of Massachusetts January 2014 - January 2015
Consultant May 2013 - November 2013
Kelly Financial Services June 2008 - January 2013
Camlog January 2007 - May 2008
Law Offices of Dagmar Pollex January 2005 - November 2006
Rhapsody September 2003 - May 2006
State Street January 2000 - June 2003
Skills
Account Management, New Business Development, Program Management, Public Speaking, Strategic Planning, Project Management, Microsoft Office, Customer Service, Coaching, Marketing Communications, Marketing, Event Planning, Music Education, Holistic Health, Music Theory, Licensed Insurance..., Social Media Marketing
Education
Salve Regina University
Wheaton College
Bachelor of Arts
Blue Cross Blue Shield of Massachusetts January 2014 - January 2015
Consultant May 2013 - November 2013
Kelly Financial Services June 2008 - January 2013
Camlog January 2007 - May 2008
Law Offices of Dagmar Pollex January 2005 - November 2006
Rhapsody September 2003 - May 2006
State Street January 2000 - June 2003
Skills
Account Management, New Business Development, Program Management, Public Speaking, Strategic Planning, Project Management, Microsoft Office, Customer Service, Coaching, Marketing Communications, Marketing, Event Planning, Music Education, Holistic Health, Music Theory, Licensed Insurance..., Social Media Marketing
Education
Salve Regina University
Wheaton College
Bachelor of Arts
Robert Lynch Robert Lynch's Kelly Financial Services Experience September 2009 - Present
Job V.P. Client Service & Sales
Industry Financial Services
Experience
Kelly Financial Services September 2009 - Present
Lynch Financial Services 2012 - Present
Irish Pastoral Centre December 2006 - Present
Phillips Inc. 2007 - 2008
Boston Financial 2004 - 2007
Federated Investors 1997 - 2004
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management
Education
University of Massachusetts Boston
B.A.
Kelly Financial Services September 2009 - Present
Lynch Financial Services 2012 - Present
Irish Pastoral Centre December 2006 - Present
Phillips Inc. 2007 - 2008
Boston Financial 2004 - 2007
Federated Investors 1997 - 2004
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Financial Planning, Client Service, Customer Relations, Call Center, Financial Analysis, Call Center Development, Investor Relations, Strategic Financial..., Customer Service, Leadership, Management, Finance, Sales, Access, Networking, Financial Services, Time Management, Strategy, CRM, Start-ups, Business Development, Strategic Planning, Risk Management, Process Improvement, Marketing, Analysis, Investments, Portfolio Management
Education
University of Massachusetts Boston
B.A.
Michele Sperfslage Michele Sperfslage's Kelly Financial Services Experience March 2014 - August 2015
Job Contractor
Industry Accounting
Experience
Kelly Financial Services March 2014 - August 2015
Aureus Group December 2013 - January 2014
Accountemps October 2013 - November 2013
Kirkwood Community College June 2010 - March 2012
Verizon Business January 2004 - March 2010
Prior to 2004 January 1991 - December 2003
Skills
Financial Reporting, Customer Service, Budgets, Analysis, Accounts Payable, Accounts Receivable, Collections, Forecasting, Compliance, DB2, General Ledger, Internal Audit, Invoicing, Interviews, Microsoft Suites, Month End Close, Auditing, Financial Analysis, Training, Payroll, Microsoft Office, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2006 — 2010
Masters, Accounting & Finance, Graduated with Distinction.
Mount Mercy College 2000 — 2002
BS, Applied Business
Kirkwood Community College
AS, Accounting / Career Option
Kelly Financial Services March 2014 - August 2015
Aureus Group December 2013 - January 2014
Accountemps October 2013 - November 2013
Kirkwood Community College June 2010 - March 2012
Verizon Business January 2004 - March 2010
Prior to 2004 January 1991 - December 2003
Skills
Financial Reporting, Customer Service, Budgets, Analysis, Accounts Payable, Accounts Receivable, Collections, Forecasting, Compliance, DB2, General Ledger, Internal Audit, Invoicing, Interviews, Microsoft Suites, Month End Close, Auditing, Financial Analysis, Training, Payroll, Microsoft Office, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2006 — 2010
Masters, Accounting & Finance, Graduated with Distinction.
Mount Mercy College 2000 — 2002
BS, Applied Business
Kirkwood Community College
AS, Accounting / Career Option
Kellin Williams Kellin Williams's Kelly Financial Services Experience March 2009 - September 2009
Job Senior Underwriter at Connective Mortgage Advisory Company
Industry Financial Services
Experience
Connective Mortgager Advisory Company April 2014 - Present
United Guaranty Corporation September 2011 - March 2014
The Pampered Chef October 2013 - February 2014
Donnelley September 2009 - September 2011
Kelly Financial Services March 2009 - September 2009
Indymac Bank July 2003 - March 2008
First Capital Lending, Inc January 2003 - June 2003
Maxim Mortgage Corporation June 2002 - January 2003
Skills
Mortgage Lending, Underwriting, Loans, Mortgage Underwriting, Mortgage Banking, Refinance, Risk Management, Loan Origination, Credit, Financial Risk, Team Leadership, Banking, Real Estate, Business Development, Customer Service, Credit Analysis, Selling, Software Documentation, Residential Mortgages, Credit Risk, Relationship Management, Investment Properties, Budgets, Secondary Market, post-funding, Funding, Microsoft Excel, Direct Sales, Loss Mitigation, Quality Control, HUD, Foreclosures, Networking, Investments
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2002
BBA, Economics
Broward Community College 1995 — 1998
AA, Business Administration
Connective Mortgager Advisory Company April 2014 - Present
United Guaranty Corporation September 2011 - March 2014
The Pampered Chef October 2013 - February 2014
Donnelley September 2009 - September 2011
Kelly Financial Services March 2009 - September 2009
Indymac Bank July 2003 - March 2008
First Capital Lending, Inc January 2003 - June 2003
Maxim Mortgage Corporation June 2002 - January 2003
Skills
Mortgage Lending, Underwriting, Loans, Mortgage Underwriting, Mortgage Banking, Refinance, Risk Management, Loan Origination, Credit, Financial Risk, Team Leadership, Banking, Real Estate, Business Development, Customer Service, Credit Analysis, Selling, Software Documentation, Residential Mortgages, Credit Risk, Relationship Management, Investment Properties, Budgets, Secondary Market, post-funding, Funding, Microsoft Excel, Direct Sales, Loss Mitigation, Quality Control, HUD, Foreclosures, Networking, Investments
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2002
BBA, Economics
Broward Community College 1995 — 1998
AA, Business Administration
Renee Kolumbus Renee Kolumbus's Kelly Financial Services Experience July 2006 - November 2006
Job Recruitment/Sales Professional
Industry Higher Education
Experience
The Art Institute November 2006 - Present
Kelly Financial Services July 2006 - November 2006
Opelika High School January 2006 - May 2006
Skills
Admissions, Higher Education, Career Counseling, Enrollment Management, Admissions Counseling, Leadership Development, Recruiting, Employee Training, Sales, Educational Leadership, Marketing, Student Recruiting, Student Financial Aid, Student Affairs
Education
Argosy University Atlanta 2008 — 2010
Masters of Science, Management
Auburn University 2002 — 2006
Bachelor of Science, Human Development and Family Studies
The Art Institute November 2006 - Present
Kelly Financial Services July 2006 - November 2006
Opelika High School January 2006 - May 2006
Skills
Admissions, Higher Education, Career Counseling, Enrollment Management, Admissions Counseling, Leadership Development, Recruiting, Employee Training, Sales, Educational Leadership, Marketing, Student Recruiting, Student Financial Aid, Student Affairs
Education
Argosy University Atlanta 2008 — 2010
Masters of Science, Management
Auburn University 2002 — 2006
Bachelor of Science, Human Development and Family Studies
Chris Dawn Bjorge Chris Dawn Bjorge's Kelly Financial Services Experience January 2005 - April 2011
Job Management Analyst 3 at Minnesota Department Health
Industry Accounting
Experience
Minnesota Department Health October 2014 - Present
Meadowbrook Press June 2013 - September 2014
HCG June 2011 - March 2013
Kelly Financial Services January 2005 - April 2011
US Bank January 2005 - April 2011
Thrivent Financial for Lutherans July 1997 - June 2004
Wilsons Leather January 1991 - May 1993
Skills
Payroll, General Ledger, Account Reconciliation, Financial Reporting, Tax, Auditing, Accounting, Financial Statements, Passed CPA Exam, Quickbooks ProAdvisor, Quickbooks, Microsoft Office 2007, Accounts..., Office Management, Sharepoint, Project Management Tools, Confidentiality, Flexibility, Highly Dedicated, Friendly Demeanor, Passion for Helping..., Highly versatile, Organized Multi-tasker, QuickBooks, Microsoft Excel, Management, Accounts Payable, Microsoft Office, Invoicing, Outlook, Customer Service, SharePoint, Human Resources, Training
Education
University of Minnesota - Carlson School of Management 1991 — 1992
MBA in MIS
University of Minnesota - Carlson School of Management 1985 — 1988
BSB, Accounting
University of Wisconsin-Eau Claire 1983 — 1985
Music Teacher Education
Edison High School - Minneapolis 1979 — 1983
Minnesota Department Health October 2014 - Present
Meadowbrook Press June 2013 - September 2014
HCG June 2011 - March 2013
Kelly Financial Services January 2005 - April 2011
US Bank January 2005 - April 2011
Thrivent Financial for Lutherans July 1997 - June 2004
Wilsons Leather January 1991 - May 1993
Skills
Payroll, General Ledger, Account Reconciliation, Financial Reporting, Tax, Auditing, Accounting, Financial Statements, Passed CPA Exam, Quickbooks ProAdvisor, Quickbooks, Microsoft Office 2007, Accounts..., Office Management, Sharepoint, Project Management Tools, Confidentiality, Flexibility, Highly Dedicated, Friendly Demeanor, Passion for Helping..., Highly versatile, Organized Multi-tasker, QuickBooks, Microsoft Excel, Management, Accounts Payable, Microsoft Office, Invoicing, Outlook, Customer Service, SharePoint, Human Resources, Training
Education
University of Minnesota - Carlson School of Management 1991 — 1992
MBA in MIS
University of Minnesota - Carlson School of Management 1985 — 1988
BSB, Accounting
University of Wisconsin-Eau Claire 1983 — 1985
Music Teacher Education
Edison High School - Minneapolis 1979 — 1983
Donald Kurth Donald Kurth's Kelly Financial Services Experience January 2008 - November 2008
Job Corporate Benefits Consultant with Colonial Life
Industry Insurance
Experience
Colonial Life February 2012 - Present
Kelly Financial Services January 2008 - November 2008
Insurance Placement Solutions December 2007 - December 2007
Insurance Placement Solutions March 2007 - May 2007
Kelly Financial Services September 2006 - December 2006
American Claims Management February 2006 - May 2006
Ward N.A. March 2004 - January 2006
HDR Insurance Services August 1997 - February 2004
Aetna Casualty & Surety April 1993 - November 1995
USF&G Insurance August 1985 - July 1992
Skills
General Liability, Commercial Litigation, Property & Casualty..., Coverage, Health Insurance, Disability Insurance, Term Life Insurance, Whole Life Insurance
Education
Santa Clara University 1983 — 1988
MBA, Business
University of Illinois at Urbana-Champaign 1973 — 1977
BS, Communications
St. Benedict's
St. Benedict's
Colonial Life February 2012 - Present
Kelly Financial Services January 2008 - November 2008
Insurance Placement Solutions December 2007 - December 2007
Insurance Placement Solutions March 2007 - May 2007
Kelly Financial Services September 2006 - December 2006
American Claims Management February 2006 - May 2006
Ward N.A. March 2004 - January 2006
HDR Insurance Services August 1997 - February 2004
Aetna Casualty & Surety April 1993 - November 1995
USF&G Insurance August 1985 - July 1992
Skills
General Liability, Commercial Litigation, Property & Casualty..., Coverage, Health Insurance, Disability Insurance, Term Life Insurance, Whole Life Insurance
Education
Santa Clara University 1983 — 1988
MBA, Business
University of Illinois at Urbana-Champaign 1973 — 1977
BS, Communications
St. Benedict's
St. Benedict's
Carlee Sheeler Carlee Sheeler's Kelly Financial Services Experience July 2012 - June 2013
Job Agency Development Farmers Insurance
Industry Design
Experience
Farmers Insurance August 2015 - Present
Mightymarketing.us January 2014 - Present
Reptacular Animals March 2015 - August 2015
Explorer June 2014 - January 2015
AC Electrical Services, Inc. 2011 - December 2014
Model Quality Introductions August 2013 - January 2014
Kelly Financial Services July 2012 - June 2013
American Medical Response March 2011 - April 2012
Exit & Retirement Strategies, Inc. July 2008 - April 2010
National Recreational Properties, Inc. October 2007 - June 2008
Skills
CRM Integration, Executive..., Marketing Communications, Emergency Medical..., Leadership, Marketing, Blogging, Software, Social Media, Advertising, Lead Generation, Market Research, Strategy, CRM, Management, Sales, Strategic Planning, Customer Service, Team Building, Microsoft Office
Education
Penn Foster 1999 — 2002
H.S. Diploma, General Ed
Antelope Valley College
Educational Leadership and Administration, General
Farmers Insurance August 2015 - Present
Mightymarketing.us January 2014 - Present
Reptacular Animals March 2015 - August 2015
Explorer June 2014 - January 2015
AC Electrical Services, Inc. 2011 - December 2014
Model Quality Introductions August 2013 - January 2014
Kelly Financial Services July 2012 - June 2013
American Medical Response March 2011 - April 2012
Exit & Retirement Strategies, Inc. July 2008 - April 2010
National Recreational Properties, Inc. October 2007 - June 2008
Skills
CRM Integration, Executive..., Marketing Communications, Emergency Medical..., Leadership, Marketing, Blogging, Software, Social Media, Advertising, Lead Generation, Market Research, Strategy, CRM, Management, Sales, Strategic Planning, Customer Service, Team Building, Microsoft Office
Education
Penn Foster 1999 — 2002
H.S. Diploma, General Ed
Antelope Valley College
Educational Leadership and Administration, General
Dan Levin Dan Levin's Kelly Financial Services Experience June 2006 - August 2007
Job President, Chief Operating Officer
Industry Marketing and Advertising
Experience
ViralGains March 2012 - Present
Viral Media Solutions, LLC March 2010 - December 2011
MagicShovels November 2008 - February 2010
Kelly Financial Services June 2006 - August 2007
Odessa Restaurant April 2003 - September 2005
Education
University of Massachusetts Boston 2007 — 2012
Management BS, Marketing, Philosophy, Economics
Randolph High School 2003 — 2007
ViralGains March 2012 - Present
Viral Media Solutions, LLC March 2010 - December 2011
MagicShovels November 2008 - February 2010
Kelly Financial Services June 2006 - August 2007
Odessa Restaurant April 2003 - September 2005
Education
University of Massachusetts Boston 2007 — 2012
Management BS, Marketing, Philosophy, Economics
Randolph High School 2003 — 2007
Abby Wetterland Abby Wetterland's Kelly Financial Services Experience November 2011 - May 2013
Job Tax Analyst at CVS Health
Industry Accounting
Experience
CVS Health November 2013 - Present
Textron September 2013 - October 2013
Kelly Financial Services November 2011 - May 2013
UBS Wealth Management August 2010 - May 2011
Skills
Mutual Funds, Asset Allocation, Microsoft Office, Insurance, Microsoft Excel, Sales, Proficient in Spanish, CRM, Fixed Annuities, Financial Services, Customer Service, Investment Strategies, Financial Advisory, SharePoint, Outlook, Concur, Social Media, Data Analysis, Time Management, Microsoft Word,..., PeopleSoft, corptax
Education
Saint Michael's College 2007 — 2011
Bachelor of Science in Business Administration, Finance, Management
Tiverton High School 2003 — 2007
Diploma
CVS Health November 2013 - Present
Textron September 2013 - October 2013
Kelly Financial Services November 2011 - May 2013
UBS Wealth Management August 2010 - May 2011
Skills
Mutual Funds, Asset Allocation, Microsoft Office, Insurance, Microsoft Excel, Sales, Proficient in Spanish, CRM, Fixed Annuities, Financial Services, Customer Service, Investment Strategies, Financial Advisory, SharePoint, Outlook, Concur, Social Media, Data Analysis, Time Management, Microsoft Word,..., PeopleSoft, corptax
Education
Saint Michael's College 2007 — 2011
Bachelor of Science in Business Administration, Finance, Management
Tiverton High School 2003 — 2007
Diploma
Ingrid Louise Morris's Kelly Financial Services Experience March 2008 - December 2009
Job Independent Field Service Agent
Industry Financial Services
Experience
Independent Field Service Agent January 2008 - Present
Kelly Financial Services March 2008 - December 2009
IndyMac Bank September 2005 - October 2007
One Check Mortgage Corporation February 2005 - September 2005
Global Home Loans and Finance July 2004 - September 2005
Peoples Choice Mortgage April 2003 - July 2004
Nellie Mae 1997 - 1999
Skills
Short Sales, Sales, Lead Generation, Sellers, Training, Risk Management, First Time Home Buyers
Education
Massachusetts College of Art and Design 1985 — 1992
BFA, Open Major Education/Ceramics
Milton High School
Independent Field Service Agent January 2008 - Present
Kelly Financial Services March 2008 - December 2009
IndyMac Bank September 2005 - October 2007
One Check Mortgage Corporation February 2005 - September 2005
Global Home Loans and Finance July 2004 - September 2005
Peoples Choice Mortgage April 2003 - July 2004
Nellie Mae 1997 - 1999
Skills
Short Sales, Sales, Lead Generation, Sellers, Training, Risk Management, First Time Home Buyers
Education
Massachusetts College of Art and Design 1985 — 1992
BFA, Open Major Education/Ceramics
Milton High School
Rachael Oni's Kelly Financial Services Experience August 2007 - July 2008
Job Senior Corporate Recruiter at TD
Industry Human Resources
Experience
TD Insurance September 2014 - Present
TD Insurance September 2012 - Present
TD Insurance September 2008 - September 2012
Kelly Financial Services August 2007 - July 2008
Accounting Advantage, Division of AppleOne October 2004 - August 2007
Adecco Employment Services September 2002 - October 2004
Skills
Talent Acquisition, Resume Writing, Recruiting, Onboarding, Internet Recruiting, Coaching, Sales, Talent Management, Applicant Tracking..., Interviews, Leadership, Performance Management, Temporary Placement, Negotiation, Human Resources
Education
Humber College 1999 — 2001
TD Insurance September 2014 - Present
TD Insurance September 2012 - Present
TD Insurance September 2008 - September 2012
Kelly Financial Services August 2007 - July 2008
Accounting Advantage, Division of AppleOne October 2004 - August 2007
Adecco Employment Services September 2002 - October 2004
Skills
Talent Acquisition, Resume Writing, Recruiting, Onboarding, Internet Recruiting, Coaching, Sales, Talent Management, Applicant Tracking..., Interviews, Leadership, Performance Management, Temporary Placement, Negotiation, Human Resources
Education
Humber College 1999 — 2001
Ellen Leiva's Kelly Financial Services Experience July 2002 - May 2005
Job Office Assistant III at County of Marin
Industry Accounting
Experience
County of Marin February 2012 - Present
Staffing Agency April 2011 - February 2012
County Mental Health Services November 2009 - April 2011
North Bay Christian Academy October 2009 - February 2011
Nelson & Associates March 2009 - October 2009
Dominican University of CA September 2005 - October 2008
Kelly Financial Services July 2002 - May 2005
CSW/Stuber-Stroeh Engineering Company January 2000 - January 2002
Marin Community Clinic September 1993 - August 2000
Skills
Quickbooks, Outlook, Word, Great Plains, Accpac, ADP, Reconciliation, Excel, Microsoft Office, Payments, Accounts Payable, General Ledger, Peachtree, Journal Entries, Invoicing, Bookkeeping, Spreadsheets, Data Entry, Customer Service, Simply Accounting, Cash Management, Access, PowerPoint, SAP, Computer Literate, Payroll, Great Plains Software, QuickBooks, Account Reconciliation, ADP Payroll, Budgets, Sage, Accounting, Microsoft Word, Financial Reporting, Administrative..., Management, Microsoft Excel, PeopleSoft, Bank Reconciliation, Human Resources, Financial Analysis, Benefits Administration, Training, Employee Relations, Accounts Receivable
Education
U.S. Career Institute 2009 — 2009
Certificate, Medical Claims and Billing Specialist
University of Phoenix 2001 — 2003
Bachelor of Science, Business
Heald College 1988 — 1990
Certificate, Business Accounting/Computer Applications
County of Marin February 2012 - Present
Staffing Agency April 2011 - February 2012
County Mental Health Services November 2009 - April 2011
North Bay Christian Academy October 2009 - February 2011
Nelson & Associates March 2009 - October 2009
Dominican University of CA September 2005 - October 2008
Kelly Financial Services July 2002 - May 2005
CSW/Stuber-Stroeh Engineering Company January 2000 - January 2002
Marin Community Clinic September 1993 - August 2000
Skills
Quickbooks, Outlook, Word, Great Plains, Accpac, ADP, Reconciliation, Excel, Microsoft Office, Payments, Accounts Payable, General Ledger, Peachtree, Journal Entries, Invoicing, Bookkeeping, Spreadsheets, Data Entry, Customer Service, Simply Accounting, Cash Management, Access, PowerPoint, SAP, Computer Literate, Payroll, Great Plains Software, QuickBooks, Account Reconciliation, ADP Payroll, Budgets, Sage, Accounting, Microsoft Word, Financial Reporting, Administrative..., Management, Microsoft Excel, PeopleSoft, Bank Reconciliation, Human Resources, Financial Analysis, Benefits Administration, Training, Employee Relations, Accounts Receivable
Education
U.S. Career Institute 2009 — 2009
Certificate, Medical Claims and Billing Specialist
University of Phoenix 2001 — 2003
Bachelor of Science, Business
Heald College 1988 — 1990
Certificate, Business Accounting/Computer Applications
Debralee Moore's Kelly Financial Services Experience May 2009 - December 2009
Job Attending UCSC
Industry Computer Software
Experience
UC Santa Cruz April 2010 - Present
Kearney Boyle and Associates January 2010 - February 2010
Kelly Financial Services May 2009 - December 2009
Amgem February 2009 - March 2009
Virage Logic 2007 - 2009
Skills
Semiconductors, Start-ups, Windows, Strategic Planning, Linux, Programming
Education
Chabot College
Associates, Business
UC Santa Cruz April 2010 - Present
Kearney Boyle and Associates January 2010 - February 2010
Kelly Financial Services May 2009 - December 2009
Amgem February 2009 - March 2009
Virage Logic 2007 - 2009
Skills
Semiconductors, Start-ups, Windows, Strategic Planning, Linux, Programming
Education
Chabot College
Associates, Business
Jonathan Weinman's Kelly Financial Services Experience September 2007 - December 2007
Job Accomplished Accounting and Finance Professional Seeking Career Opportunity
Industry Computer Hardware
Experience
First Savings Bank Northwest June 2013 - June 2014
Quantum Corporation January 2008 - May 2013
Kelly Financial Services September 2007 - December 2007
Fox Sports Norhwest September 2005 - August 2007
Fisher Communications July 2004 - September 2005
VMC August 2003 - June 2004
Biomed Comm July 2002 - August 2003
Service Communications July 2000 - June 2002
Polygon Northwest October 1998 - December 1999
Northern Navigation Ship Management October 1996 - October 1998
Skills
Sarbanes-Oxley Act, Financial Reporting, General Ledger, Accounting, Internal Controls, Forecasting, Variance Analysis, GAAP, Fixed Assets, Revenue Recognition, Auditing, Cost Accounting, Microsoft Office, Oracle, XBRL, SEC Financial Reporting, Financial Variance..., G/L Analysis, G/L Reconciliations, P&L reconciliation, Gross Profit Analysis, Financial Close Process, Financial Process..., Multi-currency..., FAS123R, 123R, Internal Financial..., 8K, Consolidated Financial..., US GAAP reporting, Internal Control..., General Ledger..., P&L review, P&L Modeling, MD&A, Stock Compensation, Foreign Currency..., International..., Global Consolidation, Group Financial..., Cash-flow Management, Flux Analysis, SEC filings, Accounts Payable, P, Account Reconciliation, P&L Management, Financial Statements, P&L Control
Education
Seattle University 1991 — 1996
Bachelor of Arts (B.A.), Marketing and Accounting
First Savings Bank Northwest June 2013 - June 2014
Quantum Corporation January 2008 - May 2013
Kelly Financial Services September 2007 - December 2007
Fox Sports Norhwest September 2005 - August 2007
Fisher Communications July 2004 - September 2005
VMC August 2003 - June 2004
Biomed Comm July 2002 - August 2003
Service Communications July 2000 - June 2002
Polygon Northwest October 1998 - December 1999
Northern Navigation Ship Management October 1996 - October 1998
Skills
Sarbanes-Oxley Act, Financial Reporting, General Ledger, Accounting, Internal Controls, Forecasting, Variance Analysis, GAAP, Fixed Assets, Revenue Recognition, Auditing, Cost Accounting, Microsoft Office, Oracle, XBRL, SEC Financial Reporting, Financial Variance..., G/L Analysis, G/L Reconciliations, P&L reconciliation, Gross Profit Analysis, Financial Close Process, Financial Process..., Multi-currency..., FAS123R, 123R, Internal Financial..., 8K, Consolidated Financial..., US GAAP reporting, Internal Control..., General Ledger..., P&L review, P&L Modeling, MD&A, Stock Compensation, Foreign Currency..., International..., Global Consolidation, Group Financial..., Cash-flow Management, Flux Analysis, SEC filings, Accounts Payable, P, Account Reconciliation, P&L Management, Financial Statements, P&L Control
Education
Seattle University 1991 — 1996
Bachelor of Arts (B.A.), Marketing and Accounting
Jeffery Sherred's Kelly Financial Services Experience 2005 - 2009
Job Job Search
Industry Accounting
Experience
Relco Locomotives, Inc. March 2010 - December 2010
Kelly Financial Services 2005 - 2009
ECHO Global Logistics 2007 - 2008
Henry Pratt Company 2006 - 2007
SRDS 1999 - 2005
CCC Information Services 1993 - 1997
Skills
Financial Reporting, Accounts Payable, Internal Controls, SEC filings, Accounting, US GAAP, Financial Statements, Finance, Budgets, Analysis, Account Reconciliation, Financial Accounting, Management, Accounts Receivable, Sarbanes-Oxley Act, Customer-focused Service, Financial Analysis, Auditing, Tax, Process Improvement, Microsoft Excel, Business Analysis
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
MAFM, Accounting
Roosevelt University 1986 — 1991
BSBA, Accounting
Relco Locomotives, Inc. March 2010 - December 2010
Kelly Financial Services 2005 - 2009
ECHO Global Logistics 2007 - 2008
Henry Pratt Company 2006 - 2007
SRDS 1999 - 2005
CCC Information Services 1993 - 1997
Skills
Financial Reporting, Accounts Payable, Internal Controls, SEC filings, Accounting, US GAAP, Financial Statements, Finance, Budgets, Analysis, Account Reconciliation, Financial Accounting, Management, Accounts Receivable, Sarbanes-Oxley Act, Customer-focused Service, Financial Analysis, Auditing, Tax, Process Improvement, Microsoft Excel, Business Analysis
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
MAFM, Accounting
Roosevelt University 1986 — 1991
BSBA, Accounting
Bob Gulrajani, CPA CFP® CSA CEA CGMA's Kelly Financial Services Experience July 2007 - November 2008
Job Senior Accountant at Rossoe Energy Systems
Industry Accounting
Experience
Rossoe Energy Systems December 2012 - Present
Intuit December 2009 - April 2010
KELLY FINANCIAL SERVICES July 2007 - November 2008
GARY CARLINGTON, CPA INC January 2007 - June 2007
Accountemps August 2005 - October 2006
Bashey Hutchinson, and Walter PLLC July 2004 - June 2005
Accountemps January 2004 - March 2004
JUDY COLE & CO January 2003 - May 2003
GILMAN & CIOCIA INC January 2002 - August 2002
Accounting Partners Inc June 1999 - March 2001
Skills
Tax Preparation, Tax, Financial Statements, Tax Returns, General Ledger, CPA, Accounting, Tax Accounting, Payroll, QuickBooks, IRS, Corporate Tax, Small Business, Variance Analysis, Estate Planning, Income Tax, SEC filings, Finance, Account Reconciliation, Lacerte, Budgets, Sales Tax, Financial Reporting, Financial Accounting, Microsoft Excel, Retirement Planning, Internal Controls, ProSeries, Tax Research, Turbo Tax, Financial Analysis, Cash Flow, ProSystem fx Tax, Managerial Finance, Journal Entries, S Corporations, Personal Finance, Accountants, Mergers, Payroll Taxes, Bank Reconciliation, Tax Advisory, Bookkeeping, GAAP, Accounts Payable
Education
South Seattle Community College 2003 — 2003
CFP Review Course, Financial Planning
University of Washington, Michael G. Foster School of Business 1971 — 1975
Bachelor of Arts (BA), Accounting
Rossoe Energy Systems December 2012 - Present
Intuit December 2009 - April 2010
KELLY FINANCIAL SERVICES July 2007 - November 2008
GARY CARLINGTON, CPA INC January 2007 - June 2007
Accountemps August 2005 - October 2006
Bashey Hutchinson, and Walter PLLC July 2004 - June 2005
Accountemps January 2004 - March 2004
JUDY COLE & CO January 2003 - May 2003
GILMAN & CIOCIA INC January 2002 - August 2002
Accounting Partners Inc June 1999 - March 2001
Skills
Tax Preparation, Tax, Financial Statements, Tax Returns, General Ledger, CPA, Accounting, Tax Accounting, Payroll, QuickBooks, IRS, Corporate Tax, Small Business, Variance Analysis, Estate Planning, Income Tax, SEC filings, Finance, Account Reconciliation, Lacerte, Budgets, Sales Tax, Financial Reporting, Financial Accounting, Microsoft Excel, Retirement Planning, Internal Controls, ProSeries, Tax Research, Turbo Tax, Financial Analysis, Cash Flow, ProSystem fx Tax, Managerial Finance, Journal Entries, S Corporations, Personal Finance, Accountants, Mergers, Payroll Taxes, Bank Reconciliation, Tax Advisory, Bookkeeping, GAAP, Accounts Payable
Education
South Seattle Community College 2003 — 2003
CFP Review Course, Financial Planning
University of Washington, Michael G. Foster School of Business 1971 — 1975
Bachelor of Arts (BA), Accounting
Randolph Kitzman's Kelly Financial Services Experience 2009 - 2009
Job NAU Graduate AAS Degree in Accounting
Industry Accounting
Experience
kelly financial services 2009 - 2009
Express Scripts February 2007 - October 2007
Education
National American University 2007 — 2010
AAS Cum Laude, Accounting
kelly financial services 2009 - 2009
Express Scripts February 2007 - October 2007
Education
National American University 2007 — 2010
AAS Cum Laude, Accounting
Marian Chromcak's Kelly Financial Services Experience March 2011 - Present
Job Terminal Clerk II at Estes Express Lines
Industry Transportation/Trucking/Railroad
Experience
Estes Express Lines November 2014 - Present
RJW Transport February 2012 - Present
Kelly Financial Services March 2011 - Present
Bed Bath & Beyond September 1997 - February 2012
Kelly Services September 2010 - November 2010
CDI Corporation March 2010 - June 2010
Saia Motor Freight January 2007 - October 2009
FedEx Freight July 2007 - March 2008
Central Freight Lines June 2005 - December 2006
Dayton Freight Lines April 2002 - June 2005
Skills
AS400, Billing, Shipping, Accounts Payable, Transportation, Invoicing, Warehousing, LTL, Data Entry, Freight, IBM iSeries, Customer Service, Microsoft Excel, Dispatching, Microsoft Word, Logistics, Telephone Skills, Container, Management
Education
Southwest Jr. College (aka Daley College) 1971 — 1972
none, Accounting
Lourdes High School
Diploma, General Education, Math and English
Triton-College
Estes Express Lines November 2014 - Present
RJW Transport February 2012 - Present
Kelly Financial Services March 2011 - Present
Bed Bath & Beyond September 1997 - February 2012
Kelly Services September 2010 - November 2010
CDI Corporation March 2010 - June 2010
Saia Motor Freight January 2007 - October 2009
FedEx Freight July 2007 - March 2008
Central Freight Lines June 2005 - December 2006
Dayton Freight Lines April 2002 - June 2005
Skills
AS400, Billing, Shipping, Accounts Payable, Transportation, Invoicing, Warehousing, LTL, Data Entry, Freight, IBM iSeries, Customer Service, Microsoft Excel, Dispatching, Microsoft Word, Logistics, Telephone Skills, Container, Management
Education
Southwest Jr. College (aka Daley College) 1971 — 1972
none, Accounting
Lourdes High School
Diploma, General Education, Math and English
Triton-College
Lawrence J. Kelly, CLU, ChFC's Kelly Financial Services Experience July 1971 - Present
Job Financial Advisor
Industry Investment Management
Experience
Self-employed July 1971 - Present
Kelly Financial Services July 1971 - Present
Skills
Investment Management, Insurance Brokerage, Financial Services, Estate Planning, Estate Tax Planning, Retirement Planning, Pensions, Individual Pension Plans, Financial Planning, Education Plans, Employee Benefits, Wealth Preservation..., Multi-generational..., Intergenerational..., Wealth Accumulation..., Wealth Management, Licensed Life & Health..., Licensed Securities..., Licensed Property &..., Wealth Management..., Investment Strategies, Financial Planners, High Net Worth..., Investment Advisory, Long Term Care Insurance
Education
The American College 1971 — 1983
Chartered Financial Consulant (ChFC) & Chartered Life Underwriter (CLU) Degrees
LaSalle University 1967 — 1971
Business Law & Marketing
Self-employed July 1971 - Present
Kelly Financial Services July 1971 - Present
Skills
Investment Management, Insurance Brokerage, Financial Services, Estate Planning, Estate Tax Planning, Retirement Planning, Pensions, Individual Pension Plans, Financial Planning, Education Plans, Employee Benefits, Wealth Preservation..., Multi-generational..., Intergenerational..., Wealth Accumulation..., Wealth Management, Licensed Life & Health..., Licensed Securities..., Licensed Property &..., Wealth Management..., Investment Strategies, Financial Planners, High Net Worth..., Investment Advisory, Long Term Care Insurance
Education
The American College 1971 — 1983
Chartered Financial Consulant (ChFC) & Chartered Life Underwriter (CLU) Degrees
LaSalle University 1967 — 1971
Business Law & Marketing