LevitZacks Certified Public Accountants

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LevitZacks Certified Public Accountants Employees

Employee
Years
Job
Industry
Cassidy Collins, JD, CPA, LLM Cassidy Collins, JD, CPA, LLM Greater Los Angeles Area Details
Cassidy Collins, JD, CPA, LLM's LevitZacks Certified Public Accountants Experience June 2008 - April 2010
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

Bruce A. Strumlauf Bruce A. Strumlauf Greater San Diego Area Details
Bruce A. Strumlauf's LevitZacks Certified Public Accountants Experience September 2004 - Present
Job ShareholderTax, LevitZacks
Industry Accounting
Experience
LevitZacks, Certified Public Accountants  September 2004 - Present
Ernst & Young, LLP   September 1998 - October 2003
Coopers & Lybrand  July 1995 - September 1998
Bankers Trust  August 1993 - July 1995
Security Pacific National Trust Company   January 1990 - July 1993
Kenneth Leventhal & Co., CPA's   January 1985 - January 1990

Skills
Tax, Corporate Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Law, FIN 48, International Tax, FAS109, Tax Research, Financial Accounting, FAS 5, Trusts, Forensic Accounting, Due Diligence, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, S Corporations

Education
California State University-Northridge   1975 — 1979
Bachelor of Science, Business Administration/Accounting

Golden Gate University   1997 — 2000
MS, Taxation

Bryan Carpenter, CPA (The Craft Beer CPA) Bryan Carpenter, CPA (The Craft Beer CPA) Greater San Diego Area Details
Bryan Carpenter, CPA (The Craft Beer CPA)'s LevitZacks Certified Public Accountants Experience 2008 - Present
Job Audit Manager at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   2008 - Present
California Society of CPAs/CalCPA Education Foundation  May 2015 - Present
California Society of CPAs/CalCPA Education Foundation  May 2013 - April 2015
KPMG Audit  2007 - 2008
Jolly Jumbuck Leathers   2005 - 2008

Skills
Accounting, Auditing, Financial Analysis, Excel, Financial Reporting, Audit, Microsoft Office, Real Estate, Internal Controls, Accounts Receivable, GAAP, General Ledger, Cash Flow, Financial Planning, US GAAP, Strategic Financial..., Microsoft Excel, Cash Management, Financial Audits, Financial Accounting, CPA, SEC filings, Tax, Corporate Tax, Tax Preparation, Financial Statements, QuickBooks, SEC Filings, Tax Returns

Education
University of San Diego   2003 — 2007
Bachelor’s Degree, Accounting and Business Administration

Crystal Peterson, MBA Crystal Peterson, MBA Greater San Diego Area Details
Crystal Peterson, MBA's LevitZacks Certified Public Accountants Experience October 2008 - April 2012
Job Lead Accountant at AT&T
Industry Accounting
Experience
AT&T  July 2014 - Present
Cricket Communications  April 2012 - July 2014
LevitZacks Certified Public Accountants   October 2008 - April 2012
Shechtman Marks Devor PC  September 2006 - September 2008

Education
Georgian Court University   2004 — 2006
MBA

Georgian Court University   2001 — 2005
B.S., Accounting

Rachel Slivken, CPA Rachel Slivken, CPA Greater San Diego Area Details
Rachel Slivken, CPA's LevitZacks Certified Public Accountants Experience 2013 - Present
Job Senior Associate at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   2013 - Present
Wipfli LLP  2008 - 2013

Skills
Tax, Tax Research, CPA, Tax Preparation, Corporate Tax, Tax Advisory, Trusts, ProSystem fx Tax, Partnership Taxation, Tax Accounting, Accounting, Income Tax, Tax Returns, S Corporations, US Tax, Financial Statements, QuickBooks, General Ledger, Estate Planning

Education
University of Saint Thomas - School of Business   2004 — 2008
Bachelors, Accounting

Carlson School of Management
Tax

Cristanne Leitner, CPA Cristanne Leitner, CPA Greater San Diego Area Details
Cristanne Leitner, CPA's LevitZacks Certified Public Accountants Experience 2009 - Present
Job Vice President and Director of Tax at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   2009 - Present
McKay Carne Buniva Lazarus & Goldbarg   2004 - 2009
Moss Adams LLP  1995 - 2004
Various Large Local San Diego Based CPA Firms   1984 - 1995

Skills
Partnership Taxation, Tax, Corporate Tax, High Net Worth..., Estate Planning, Estate Tax Planning, Tax Research, Tax Law, Small Business, S Corporations, Accounting, LLC, CPA, Tax Returns, Tax Advisory, Tax Accounting, International Tax, Trusts, IRS

Education
Golden Gate University
Master of Science (MS), Taxation

San Diego State University-California State University
BS Business, Accounting

Mariette Freitas Mariette Freitas Greater San Diego Area Details
Mariette Freitas's LevitZacks Certified Public Accountants Experience July 2010 - Present
Job MBA
Industry Accounting
Experience
LevitZacks Certified Public Accountants   July 2010 - Present
CBIZ MHM, LLC  September 2004 - July 2010
Alliant International University  September 2002 - August 2004
Novex, Inc.   January 1991 - April 2000

Skills
Account Reconciliation, Accounting, QuickBooks, Financial Statements, Bookkeeping

Education
Institute of Business Administration   1976 — 1980
MBA, Finance and Accounting

St. Joseph's Convent School (Karachi)
High School

Rodney Reichard Rodney Reichard Charlotte, North Carolina Area Details
Rodney Reichard's LevitZacks Certified Public Accountants Experience July 2008 - November 2012
Job Tax Supervisor
Industry Accounting
Experience
Parsons CPA, PLLC   July 2015 - Present
Cherry Bekaert LLP  November 2012 - May 2015
LevitZacks Certified Public Accountants   July 2008 - November 2012
Compere & Robinette, CPA   January 2006 - July 2008
Reynolds & Co, CPA   March 2004 - December 2005

Skills
Tax Returns, Accounting, Bookkeeping, Partnership Taxation, Corporate Tax, Income Tax, Tax, Tax Preparation, QuickBooks, GAAP, Financial Reporting, Financial Accounting, Cash Flow

Education
University of Central Missouri   1992 — 1995
B.S., Business Administration/Accounting

Carlos Martinez Carlos Martinez San Diego, California Details
Carlos Martinez's LevitZacks Certified Public Accountants Experience December 2007 - August 2012
Job Senior Manager at Haskell & White LLP
Industry Accounting
Experience
Haskell & White LLP  July 2015 - Present
Haskell & White LLP  August 2014 - July 2015
Cherry Bekaert LLP  September 2012 - July 2014
LevitZacks Certified Public Accountants   December 2007 - August 2012
Weworski & Associates  August 2003 - December 2007

Skills
Financial Audits, US GAAP, SEC filings, Assurance, Auditing, CPA, Accounting, FAR, Due Diligence, Mergers & Acquisitions, GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act

Education
San Diego State University-California State University   2000 — 2003
B.S., Business Administration-Accounting

Universidad Autonoma de Guadalajara   1993 — 1996

Gerard Ayer Gerard Ayer National City, California Details
Gerard Ayer's LevitZacks Certified Public Accountants Experience May 2012 - Present
Job Chief Financial Officer at Westcott Mazda
Industry Accounting
Experience
Westcott Mazda  March 2013 - Present
LevitZacks Certified Public Accountants   May 2012 - Present
Parke, Guptill & Co. LLP   July 2007 - October 2011
Westcott Mazda  January 1994 - June 2007

Skills
CPA, GAAP, Corporate Tax, Accounting, Tax, QuickBooks, Tax Preparation, Tax Research, General Ledger, Internal Controls, Financial Accounting, Forensic Accounting, Accruals, Sales Tax, Fixed Assets, Journal Entries, Strategic Financial..., Financial Statements, Financial Analysis, Accounts Payable, S Corporations, Cash Flow, Partnership Taxation, Accounts Receivable, Tax Accounting, Bookkeeping, Financial Reporting, Account Reconciliation, Tax Returns, Auditing, Income Tax, US GAAP, Revenue Recognition

Education
San Diego State University-California State University   1999 — 2003
Bachelor of Science, Accounting

Patrick Koo Patrick Koo San Francisco Bay Area Details
Patrick Koo's LevitZacks Certified Public Accountants Experience November 2006 - August 2009
Job Analyst at Applied Materials
Industry Semiconductors
Experience
Applied Materials  April 2014 - Present
Northrop Grumman Corporation  January 2012 - April 2014
EdeniQ, Inc.   January 2010 - October 2011
LevitZacks Certified Public Accountants   November 2006 - August 2009
Attain Capital Management  June 2003 - August 2003

Education
San Diego State University-California State University   2005 — 2006
MSA, Accountancy

Loyola University of Chicago   2001 — 2005
BBA, Accounting

Maine East High School   1997 — 2001

Heidy Richardson Heidy Richardson Greater San Diego Area Details
Heidy Richardson's LevitZacks Certified Public Accountants Experience October 1986 - Present
Job Tax Manager at Levitzacks
Industry Accounting
Experience
LevitZacks Certified Public Accountants   October 1986 - Present

Skills
Tax, Corporate Tax, Partnership Taxation, Income Tax, Tax Returns

Education
Cleveland State University   1976 — 1980

Jeannie Matteson, CPA Jeannie Matteson, CPA San Diego, California Details
Jeannie Matteson, CPA's LevitZacks Certified Public Accountants Experience September 2014 - April 2015
Job CPA
Industry Accounting
Experience
LevitZacks Certified Public Accountants   September 2014 - April 2015
Ennis, Pellum & Associates, CPAs   November 2008 - April 2012
McPhillips, Roberts & Deans   1999 - 2005
Charles E Smith Company   February 1998 - July 1999
Keller Bruner & Co   January 1997 - February 1998
Hariton, Mancuso & Jones   1991 - 1997
Guest Quarters Hotel  May 1985 - March 1988
Crested Butte Mountain Resort  1981 - 1984

Skills
Tax Preparation, Tax, CPA, Accounting, Tax Returns, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Auditing, Financial Analysis, Income Tax, Corporate Tax, Financial Statements, Tax Accounting, General Ledger, US GAAP, S Corporations, Tax Research

Education
University of Maryland University College   2006 — 2008
Master's degree work, Finance and Accouting

University of Maryland University College   1987 — 1991
BS, Business Management and Accounting

MARY BREN BORJA MARY BREN BORJA San Diego, California Details
MARY BREN BORJA's LevitZacks Certified Public Accountants Experience July 2008 - Present
Job Tax Manager at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   July 2008 - Present
McGladrey  June 2005 - July 2008

Skills
CPA, Income Tax, Corporate Tax, Tax Preparation, Tax, GAAP, Accounting, Tax Accounting, Tax Research, QuickBooks, Tax Returns, US GAAP, General Ledger, Internal Controls, Partnership Taxation

Education
DePaul University   2006 — 2008
Master's degree, Taxation

Colegio de San Juan de Letran   1995 — 1999
Bachelor of Science (BS), Accountancy

Nancy Love Nancy Love Greater San Diego Area Details
Nancy Love's LevitZacks Certified Public Accountants Experience June 1987 - Present
Job CPA at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   June 1987 - Present

Skills
Tax, Corporate Tax, Estate Planning, Partnership Taxation, Tax Preparation, Income Tax, CPA, Accounting, Internal Controls, Tax Returns, US GAAP, General Ledger

Education
National University
BBA, Accounting

University of Idaho
English, History

Raj Mulchandani, CPA Raj Mulchandani, CPA Greater San Diego Area Details
Raj Mulchandani, CPA's LevitZacks Certified Public Accountants Experience September 2007 - April 2009
Job Vice President, Commercial and Industrial Lending
Industry Accounting
Experience
BofI Federal Bank  November 2012 - Present
BofI Federal Bank  December 2010 - November 2012
LevitZacks Certified Public Accountants   September 2007 - April 2009
KPMG LLP  September 2006 - May 2007
Aztec Shops Inc   October 2001 - May 2003

Skills
Internal Controls, Auditing, Accounting, GAAP, SEC filings, Financial Statements, Internal Audit, CPA, Budgets, Financial Risk, SOX 404, Analysis, Management, Financial Reporting, US GAAP, Financial Accounting, Tax, Account Reconciliation, External Audit, General Ledger, Credit

Education
San Diego State University-California State University   2001 — 2006
Business, Accounting

Roshan Potarazu Roshan Potarazu San Diego, California Details
Roshan Potarazu's LevitZacks Certified Public Accountants Experience August 2015 - Present
Job Staff Accountant at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   August 2015 - Present
LevitZacks Certified Public Accountants   August 2015 - Present
Aronson LLC  September 2014 - July 2015
Aronson LLC  February 2013 - September 2014

Skills
Accounting, GAAP, Microsoft Excel, Financial Reporting, Microsoft Office, Financial Analysis, Microsoft Word, General Ledger, Auditing, Financial Accounting

Education
University of Maryland University College   2011 — 2013
BS, Business Administration and Management, General

University of Maryland College Park

Erica Ruhland Erica Ruhland San Diego, California Details
Erica Ruhland's LevitZacks Certified Public Accountants Experience November 2014 - Present
Job Audit Staff at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   November 2014 - Present
Black & Veatch  April 2014 - November 2014
Kiewit  March 2013 - February 2014
Kiewit  December 2012 - February 2013
Freelance Marking & Sales   February 2011 - January 2013
Texas A&M University-Corpus Christi  January 2010 - May 2011
Everest Resources   August 2010 - October 2010
Dreaming 2 Acres   May 2007 - January 2009

Skills
Accounts Payable, Accounts Receivable, Time Management, Microsoft Excel, Microsoft Office, Outlook, Teamwork, QuickBooks, Accounting, Leadership, PowerPoint, Analysis, Data Analysis, Organization, Public Speaking, Fundraising, Financial Analysis, Office Management, Forecasting, Financial Reporting, Contract Management, Business Management, Account Management, Budgets, Operational Cost..., Standards Compliance, Cost Accounting, Account Reconciliation, Meeting Planning, Close Attention to..., Team Management, Team Leadership, Group Training, Communication, Problem Solving, Creative Problem Solving, Document Management, Strengthening Client..., Marketing, Product Promotion, Product Launch, Customer Education, Sales, Budget Forecasts, Data Entry, Accruals, Payroll, Auditing, Financial Accounting, Invoicing

Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting

Texas A&M University-Corpus Christi   2008 — 2012
Bachelor's Degree, Accounting and Business/Management

St. Cloud State University   2007 — 2008

Samantha Schreiber Samantha Schreiber San Diego, California Details
Samantha Schreiber's LevitZacks Certified Public Accountants Experience December 2014 - Present
Job Audit Staff at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   December 2014 - Present
Hampton Roads Contracting & Equipment Company, L.C.   June 2013 - August 2014
Smithfield Station   June 2012 - August 2013
Smithfield Station   October 2006 - June 2013
Brickhouse Tavern  October 2011 - February 2012

Skills
Accounts Payable, Accounts Receivable, Accounting, QuickBooks, Peachtree, Data Entry, Journal Entries, General Ledger, Financial Reporting, Bank Reconciliation, Microsoft Excel, Auditing, Training, Time Management, Payroll, Account Reconciliation, IFRS, Sage Accounting Software, T&M, Payroll Taxes, Sales & Use Tax..., US GAAP, Cost Projections

Education
Christopher Newport University   2010 — 2012
Bachelor of Science in Business Administration, Accounting

Paul D Camp Community College   2008 — 2010
Associate's degree, Business Administration

Joseph Victoria, CPA Joseph Victoria, CPA Greater San Diego Area Details
Joseph Victoria, CPA's LevitZacks Certified Public Accountants Experience November 2012 - December 2014
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  July 2015 - Present
LevitZacks Certified Public Accountants   November 2012 - December 2014
Macias Gini & O'Connell LLP   September 2006 - September 2012

Skills
Auditing, Financial Statements, Forensic Accounting, Mergers & Acquisitions, Management, Tax, Management Consulting, GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, External Audit, Accounting, Financial Accounting

Education
San Diego State University-California State University   2001 — 2006
Bachelor of Science (B.S.), Business Administration, emphasis in Accounting

Todd Transue, CFE, CGMA, CPA Todd Transue, CFE, CGMA, CPA Las Vegas, Nevada Area Details
Todd Transue, CFE, CGMA, CPA's LevitZacks Certified Public Accountants Experience November 2003 - September 2004
Job Chief Financial Officer at College Loan Corporation
Industry Financial Services
Experience
College Loan Corporation  April 2014 - Present
Edvisors  April 2014 - Present
College Loan Corporation  April 2008 - April 2014
Amylin Pharmaceuticals  January 2007 - April 2008
Grant Thornton LLP  July 2005 - December 2006
Ligand Pharmaceuticals  September 2004 - June 2005
LevitZacks Certified Public Accountants   November 2003 - September 2004
Grant Thornton LLP  August 2001 - November 2003

Skills
Certified Fraud Examiner, Certified Public..., Microsoft Office, Auditing, Internal Controls, Internal Audit, Financial Analysis, Financial Reporting, Financial Accounting, Capital Budgeting, Mergers, Accounting, Finance, Controllers, Spanish-speaking, Mortgage Banking, Student Loans, Not for Profit, Biotechnology, Tax Accounting, Derivatives, Employee Stock Options, Consolidation, Monthly Close, Year-end Close, Revenue Recognition, Management Consulting, GAAP, US GAAP, SEC filings, General Ledger, Cost Accounting, Variance Analysis, Financial Statements, Financial Audits, CPA, Sarbanes-Oxley Act, Sarbanes-Oxley, Accruals, Cash Flow, IFRS, Cash Flow Forecasting, Fixed Assets, Business Control, Hyperion Enterprise, Chartered Global..., CGMA, Management, Due Diligence, External Audit

Education
San Diego State University-California State University   2006 — 2008
Master of Science in Business Administration, Finance

University of California, Riverside   1997 — 2001
BS Business Administration, Accounting

Steve Root, CFE, CPA, MAFM Steve Root, CFE, CPA, MAFM Greater San Diego Area Details
Steve Root, CFE, CPA, MAFM's LevitZacks Certified Public Accountants Experience January 2008 - Present
Job Audit Manager at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   January 2008 - Present
Meaden & Moore  September 2005 - December 2008
Verizon Business  June 2005 - September 2005

Skills
Troubled debt..., Stock based..., Tax provision (ASC 740), Consolidation including..., Foreign currency (ASC..., Multi-deliverable..., Software revenue..., Internal controls, Forensic accounting, Pfx Engagement, Microsoft Excel, QuickBooks, Microsoft Word, 401k Audits, Forensic Accounting, Internal Controls, CPA, Accounting, GAAP, Finance, General Ledger, US GAAP, Financial Accounting, Financial Reporting, Auditing, Internal Audit, Financial Analysis, Management

Education
Keller Graduate School of Management   2008 — 2011
MAFM, Accounting and Finance

The Ohio State University Fisher College of Business   2004 — 2006
BA, Accounting

Bryan Spencer, CRPC® Bryan Spencer, CRPC® San Diego, California Details
Bryan Spencer, CRPC®'s LevitZacks Certified Public Accountants Experience 2006 - 2007
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  November 2011 - Present
La Jolla CPA / R.I. Financial Services, LLC   2010 - November 2011
MetLife - Financial Planning   November 2007 - July 2010
LevitZacks Certified Public Accountants   2006 - 2007
Millimaki Eggert, LLC   January 2004 - December 2006

Skills
Small Business, Financial Planning, Leadership, Retirement Planning, Insurance, Financial Services, Strategic Planning, Estate Planning, Finance, Retirement

Education
San Diego State University-California State University   2000 — 2003
Business, Accounting

Bonnie Wellborn Malzewski Bonnie Wellborn Malzewski Greater San Diego Area Details
Bonnie Wellborn Malzewski's LevitZacks Certified Public Accountants Experience 2003 - 2006
Job CPA / Independent Contractor
Industry Real Estate
Experience
Independent Contractor  May 2009 - Present
Dr. James Clay Wellborn, Jr.   2010 - 2012
Fairfield Residential  July 2006 - June 2009
LevitZacks Certified Public Accountants   2003 - 2006
Scripps Health  November 2001 - December 2002
Arthur Andersen  August 2000 - October 2001

Education
University of Arkansas   1999 — 2000
Masters, Accountancy

Centenary College of Louisiana   1995 — 1999
BS, Accounting

St. Mary's

Tara Leverone Tara Leverone Greater Boston Area Details
Tara Leverone's LevitZacks Certified Public Accountants Experience 2006 - 2008
Job Finance Manager at UG2
Industry Facilities Services
Experience
UG2   May 2013 - Present
DTZ, a UGL company  September 2012 - May 2013
Staples  May 2011 - September 2012
Staples  March 2010 - April 2011
Staples  December 2008 - February 2010
LevitZacks Certified Public Accountants   2006 - 2008

Skills
Accounting, Internal Controls, Financial Reporting, Financial Accounting, Auditing, GAAP, Financial Analysis, Budgets, Microsoft Excel, Essbase, Microsoft Word, Forecasting, General Ledger, PowerPoint, Account Reconciliation, Finance

Education
University of Massachusetts, Amherst   2002 — 2006
BBA, Accounting

Natick High School   1999 — 2002

Jared P. Werner Jared P. Werner San Diego, California Details
Jared P. Werner's LevitZacks Certified Public Accountants Experience June 2011 - Present
Job Tax Attorney/Tax Manager at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   June 2011 - Present

Skills
Tax, Tax Law, Income Tax, Accounting, Corporate Law, Compliance, Due Diligence, Corporate Tax, Legal Writing, Business Planning, US GAAP, SEC filings, Trusts, International Tax, Partnership Taxation, Internal Controls, Tax Advisory, CPA, Mergers & Acquisitions, Tax Research, Estate Tax Planning, Tax Accounting, Tax Returns, Auditing, Tax Preparation, GAAP, General Ledger, Financial Accounting, SEC Filings

Education
University of San Diego School of Law
Master of Laws (LL.M.), Taxation

University of San Diego School of Law
Doctor of Law (J.D.), Taxation

University of Southern California - Marshall School of Business
Bachelor of Science (B.S.), Business Administration

Rancho Bernardo High School

Elizabeth (Liz) Boyd, CPA Elizabeth (Liz) Boyd, CPA San Diego, California Details
Elizabeth (Liz) Boyd, CPA's LevitZacks Certified Public Accountants Experience December 2013 - Present
Job Senior Associate at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   December 2013 - Present
Schmidt Westergard & Company, PLLC   January 2011 - November 2013
McGladrey  August 2006 - January 2011
Valentine & Bond, Ltd.   November 2005 - July 2006
Valentine & Bond, Ltd.   May 2001 - October 2005
Valentine & Bond, Ltd.   June 1997 - April 2001

Skills
Tax, Tax Research, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Returns, S Corporations, QuickBooks, Fixed Assets, Tax Advisory, US Tax

Education
University of Phoenix   2003 — 2005
Bachelor of Science, Accounting

Stephanie Shehi, CPA, CMA, CFM Stephanie Shehi, CPA, CMA, CFM San Diego, California Details
Stephanie Shehi, CPA, CMA, CFM's LevitZacks Certified Public Accountants Experience December 2011 - June 2013
Job Stephanie Shehi, CPA at SAS Tax & Consulting Solutions
Industry Accounting
Experience
SAS Tax & Consulting Solutions   January 2014 - Present
Intuit  June 2013 - Present
Accounting & Financial Women's Alliance   2006 - 2015
LevitZacks Certified Public Accountants   December 2011 - June 2013
McKay, Carne, Lazarus & Goldbarg   January 2006 - November 2011
Intuit  July 2005 - December 2008
Leap Wireless International, Inc.   June 2003 - January 2004
Heyman & Associates   September 2002 - June 2003
Huhtamaki Americas  April 2000 - July 2002
Baird, Kurtz & Dobson   January 1999 - April 2000

Skills
Accounting, Tax Preparation, CPA, Tax, Corporate Tax, QuickBooks, Income Tax, Bookkeeping, Partnership Taxation, Preparation, General Ledger, Tax Returns, Tax Accounting, Account Reconciliation, Trusts, Tax Research, Finance, Small Business, Sarbanes-Oxley Act, Cost Accounting, Due Diligence, Tax Law, Revenue Recognition, External Audit, SEC filings, US GAAP, Financial Audits, Financial Statements, Internal Controls, Cash Flow Forecasting, S Corporations, International Tax, Forensic Accounting, Internal Audit, GAAP, Assurance

Education
Kansas State University   1995 — 1997
MAcc, Accounting w/Tax Emphasis

University of Kansas   1982 — 1986
B.S., Business Administration

Anju Agrawal, MBA, MST, CPA Anju Agrawal, MBA, MST, CPA Greater San Diego Area Details
Anju Agrawal, MBA, MST, CPA's LevitZacks Certified Public Accountants Experience January 2007 - Present
Job Tax Accountant at Levitzacks
Industry Accounting
Experience
Levitzacks, Certified Public Accountants  January 2007 - Present
Burr Pilger Mayer  2006 - 2006

Skills
GAAP, Income Tax, Tax Law, Corporate Tax, Tax Preparation, Tax Research, Tax, Partnership Taxation, General Ledger, Tax Returns, US GAAP, International Tax, Tax Accounting, CPA

Education
Golden Gate University   1994 — 2000
MBA (Accounting), MS (Tax)

Cris Calsada Cris Calsada Greater San Diego Area Details
Cris Calsada's LevitZacks Certified Public Accountants Experience 1995 - 1997
Job VP of Finance at Ambrx
Industry Biotechnology
Experience
Ambrx  2004 - Present
Sony Online Entertainment  1999 - 2004
FPA Medical Management  1997 - 1998
LevitZacks Certified Public Accountants   1995 - 1997

Skills
Financial Analysis, Mergers & Acquisitions, CRIS, Budgets, Strategic Planning, Start-ups, Finance, Management, Leadership, Mergers, Process Improvement, Biotechnology, Financial Modeling, Revenue Recognition, Corporate Development, Accounting, Cross-functional Team...

Education
University of Southern California - Marshall School of Business   2008 — 2010
Master of Business Administration (MBA)

San Diego State University-California State University   1989 — 1992
B.S., Business Administration with Emphasis in Accounting

Troy Grenier Troy Grenier Greater San Diego Area Details
Troy Grenier's LevitZacks Certified Public Accountants Experience November 2007 - July 2008
Job Project Control Manager at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton  May 2014 - Present
Booz Allen Hamilton  March 2012 - April 2014
General Atomics Aeronautical Systems  January 2012 - March 2012
Lockheed Martin IS&GS  April 2009 - January 2012
Lockheed Martin Mission Systems and Sensors (MS2)   July 2008 - April 2010
LevitZacks Certified Public Accountants   November 2007 - July 2008
RPR Partners, LLP  January 2007 - November 2007

Skills
Program Management, Accounting, Financial Analysis, Earned Value Management, Forecasting, Financial Reporting, Process Improvement

Education
California State University-San Marcos - College of Business Administration   2002 — 2006
Bachelors of Science in Business Administration, Accountancy

Michael C. Friedman Michael C. Friedman Greater San Diego Area Details
Michael C. Friedman's LevitZacks Certified Public Accountants Experience June 2003 - Present
Job Shareholder at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants   June 2003 - Present
Diehl Evans & Co., LLP   November 1989 - May 2003

Skills
Tax, Accounting, Corporate Tax, SEC filings, CPA, Managerial Finance, GAAP, US GAAP, Partnership Taxation, Tax Law, Income Tax, Tax Research, S Corporations, Estate Tax Planning

Education
San Diego State University-California State University   1986 — 1989
BS, Accounting

Greg Gallegos Greg Gallegos Oceanside, California Details
Greg Gallegos's LevitZacks Certified Public Accountants Experience December 2005 - July 2007
Job Client Accountant at AMN Healthcare
Industry Accounting
Experience
AMN Healthcare  September 2012 - Present
GMG Diversified   January 2008 - Present
SDC & Associates, Inc   January 2010 - December 2011
K&G Paving & Sealing Co.   April 2007 - December 2010
LevitZacks Certified Public Accountants   December 2005 - July 2007
DC Shoes  March 1999 - August 2004

Skills
Construction, Auditing, Leadership, Accounting, Management, Microsoft Excel, QuickBooks

Education
California State University San Marcos   2004 — 2005
Bachelor's Degree, Accounting and Business/Management

Eddy Lukovic Eddy Lukovic Greater San Diego Area Details
Eddy Lukovic's LevitZacks Certified Public Accountants Experience January 2006 - February 2010
Job Certified Public Accountant
Industry Accounting
Experience
San Diego Pub Crawler   January 2011 - Present
Lindsay & Brownell, LLP   January 2012 - April 2013
LevitZacks Certified Public Accountants   January 2006 - February 2010
Montecito Bank & Trust  June 2003 - June 2005

Skills
Accounting, QuickBooks, Tax, Financial Statements, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Account Reconciliation, Auditing, Corporate Tax, Event Planning, Event Management, Corporate Events, Customer Service, Management

Education
University of California, Santa Barbara   2001 — 2005
Econonics w/ emphasis in Accounting, Ecomonics

Kathleen Lesko, CPA Kathleen Lesko, CPA Greater San Diego Area Details
Kathleen Lesko, CPA's LevitZacks Certified Public Accountants Experience August 2006 - May 2012
Job Senior Accountant at Fairfield Residential
Industry Accounting
Experience
Fairfield Residential  October 2013 - Present
Apricus Biosciences  June 2012 - May 2013
LevitZacks Certified Public Accountants   August 2006 - May 2012
Suplee Clooney & Company  2001 - 2006

Skills
CPA, Auditing, GAAP, Internal Controls, Financial Accounting, General Ledger, SEC filings

Education
Fairleigh Dickinson University   1999 — 2003
B.S., Accounting

Deanna Parravano Deanna Parravano Greater San Diego Area Details
Deanna Parravano's LevitZacks Certified Public Accountants Experience March 2010 - July 2011
Job
Industry Accounting
Experience
Westcore Properties  July 2011 - Present
LevitZacks Certified Public Accountants   March 2010 - July 2011
Diehl Evans & Co., LLP   February 2007 - February 2010

Education
University of California, San Diego   2001 — 2005
Bachelor of Science