Lakeside Capital Group
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Lakeside Capital Group Employees
Lakeside Capital Group May 2014 - Present
OpenEye October 2013 - May 2014
Fruci & Associates, PS February 2013 - April 2013
Michaels Stores September 2012 - January 2013
North Spokane Physical and Sports Therapy June 2009 - January 2013
Skills
ProSystem fx Tax, Lacerte, Microsoft Word, Microsoft Excel, Access, PowerPoint, Outlook, Accounting
Education
Whitworth University 2011 — 2013
Bachelor of Arts (B.A.), Accounting
Spokane Falls Community College 2009 — 2011
Associate of Arts (A.A.)
Oaks Christian High School
Oaks Christian High School
Oaks Christian High School
Lakeside Capital Group 2015 - Present
Washington Trust Bank 2006 - Present
Itron, Inc. 2005 - 2014
Itron, Inc. 2002 - 2004
LineSoft Corporation 2000 - 2002
SS&C Technologies 1996 - 2000
SS&C Technologies 1993 - 1996
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, SEC filings, Sales Management, Accounting, Management, Auditing, Business Process..., CPA, Forecasting, US GAAP, Strategic Planning, Start-ups, Revenue Recognition, Executive Management, Finance, GAAP, Mergers & Acquisitions, Risk Management, Restructuring, Business Planning, Budgets, Business Strategy, Internal Audit, Process Improvement, Enterprise Risk..., ERP, Financial Accounting, Sarbanes-Oxley, Tax, Analysis, Financial Audits, Cash Management, Cost Accounting, Financial Modeling, Acquisition Integration, Consolidation, Corporate Finance, Managerial Finance, Due Diligence, Strategy, Hyperion Enterprise, Strategic Financial..., Business Analysis, Treasury Management, Working Capital..., Treasury, SEC Filings
Education
University of Denver 1989 — 1989
Master of Taxation, Tax
University of Washington, Michael G. Foster School of Business 1981 — 1985
BA, Business Administration, Accounting
Lakeside Capital Group ManagementCharles Schwab1994 - 2003
Skills
Financial Analysis, Leadership, Management, Investments, Retirement Planning, Series 7
Education
Arizona State University 1991 — 1994
Bachelor's degree, Finance, General, Cum Laude
Pepperdine University 1990 — 1991
Lakeside Capital Group March 2015 - Present
Microsoft January 2014 - December 2014
Microsoft June 2012 - December 2013
Microsoft April 2007 - June 2012
Microsoft July 2005 - April 2007
Microsoft May 2004 - July 2005
Microsoft April 2002 - May 2004
Microsoft March 2000 - April 2002
Microsoft February 1999 - March 2000
Packard Bell NEC March 1997 - February 1999
Skills
Business Alliances, SaaS, Sales Operations, Strategic Partnerships, Mobile Applications, Competitive Analysis, Computer Hardware, Software Licensing, Sales Presentations, Presentation Coaching, Microsoft Technologies, OEM negotiations, Financial Analysis, Consulting, Real Estate Development, Angel Investing, Business Development, Business Unit Start-up, International Sales, IronMan, Partner Management, Go-to-market Strategy, Cloud Computing, Enterprise Software, Multi-channel Marketing, Solution Selling, Sales Enablement, Channel Partners, Software Industry, Professional Services, Product Management, Demand Generation, Product Marketing, Mobile Devices, Sales, Strategy, Management, Cross-functional Team...
Education
University of Southern California 1990 — 1994
BA
Crespi 1986 — 1990
Other
Lakeside Capital Group 2015 - Present
Cytec Industrial Materials 2012 - 2015
Cytec Engineered Materials 2010 - 2012
Cytec Engineered Materials 2009 - 2010
Cytec Engineered Materials 2002 - 2009
Cytec Engineered Materials 2000 - 2002
Cytec - D Aircraft Products 1996 - 2000
Skills
Lean Manufacturing, Composites, Adhesives, Cross-functional Team..., Coatings, Materials Science, Aerospace, Polymers, Sealants, Thermoplastics, Manufacturing, Engineering, Product Development, New Business Development, R&D, Process Engineering, Resin, Materials, Plastics, Continuous Improvement, Chemistry, Six Sigma, Negotiation, Organizational..., Coaching, Strategic Planning, Marketing Strategy, Mentoring, Presenting Proposals, M&A, Market Development, Polymer Chemistry, Leadership, Extrusion, International Sales, Mergers & Acquisitions, Design of Experiments, Polyurethane, Additives
Education
Penn State University
Lakeside Capital Group June 2015 - Present
United Way January 2014 - Present
Campbell's Pub and Veranda May 2013 - August 2014
Education
Gonzaga University 2012 — 2016
Bachelors in Business Administration - Accounting, Minor in Mathematics, Senior
Lakeside Capital Group November 2012 - July 2015
VI Capital Management February 2010 - September 2012
Moss Adams LLP January 2008 - January 2010
Skills
Equity Research, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Whitworth University 2004 — 2007
BA, Accounting
NetJets 2008 - Present
U.S. Marine Corps March 1993 - Present
Lakeside Capital Group September 2010 - December 2013
Skills
Military Operations, Military, Operational Planning, Security Clearance, Command, DoD, Military Experience, National Security, Top Secret, Defense, Aviation, Weapons, Navy, Organizational..., Force Protection
Education
Naval Postgraduate School 2000 — 2000
Aviation Safety Officers Course
University of Washington 1989 — 1993
BA, International Studies (American Foreign Policy)
Hockey Vision Las Vegas LLC February 2015 - April 2015
Wynn Resorts June 2014 - August 2014
GL Advisor April 2011 - March 2013
Robert Half International April 2010 - April 2011
Lakeside Capital Group January 2009 - April 2009
Hacienda Hotel May 2008 - November 2008
Merrill Lynch January 2007 - June 2007
Octagon Sports Marketing January 2006 - June 2006
Plymouth Rock Assurance Corp January 2005 - June 2005
Skills
Financial Modeling, Microsoft Excel, Risk Management, Financial Analysis, Accounts Receivable, Microsoft Office, Investments, Business Development, Sales, Analysis, Finance, Cross-functional Team..., Strategy, Accounting, Customer Service
Education
University of Nevada-Las Vegas 2013 — 2015
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science Degree, Business Administration; Business Management and Finance
Dorian Studio August 2011 - Present
Lakeside Capital Group May 2010 - August 2011
Blue Button Apparel May 2011 - July 2011
Skills
Accounting, QuickBooks, Financial Accounting, Financial Reporting, Tax, Bookkeeping, Microsoft Excel, Financial Analysis, Income Tax, Tax Preparation, Accounts Payable, Microsoft Word, Accounts Receivable, Account Reconciliation, PowerPoint, General Ledger, Microsoft Office, Financial Statements
Education
Gonzaga University 2009 — 2011
BBA, Accounting
Gonzaga University - School of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting