Lindsay & Brownell, LLP

Description

Address: 4225 Executive Square # 1150, La Jolla, CA 92037 Phone: (858) 558-9200Website: : : : : : Hours: Category: Place name: : Website: http://www.lindsayandbrownell.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Lindsay & Brownell, LLP Employees

Employee
Years
Job
Industry
Erin Peddie Erin Peddie San Diego, California Details
Erin Peddie's Lindsay & Brownell, LLP Experience June 2014 - Present
Job Audit Staff at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   June 2014 - Present
Lindsay & Brownell, LLP   June 2013 - May 2014
City of Morgan Hill  June 2009 - August 2012
Northwestern Mutual  January 2012 - May 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Facebook, Outlook, Social Networking, Teamwork, Accounting, Auditing, Financial Reporting, QuickBooks, Social Media Marketing, Financial Analysis

Education
University of San Diego   2010 — 2014
Bachelor of Accountancy, Accounting, Finance

University of Oxford   2012 — 2012

St. Clare's, Oxford   2012 — 2012

Presentation High School   2006 — 2010

Nicole Tuttle Nicole Tuttle San Diego, California Details
Nicole Tuttle's Lindsay & Brownell, LLP Experience June 2015 - Present
Job Tax Intern at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   June 2015 - Present
Cooper & Associates  January 2015 - April 2015
Panera Bread  May 2014 - December 2014
Subway  February 2014 - May 2014
Weston & Tuttle LLP   October 2012 - August 2013

Skills
Spreadsheets, Organization Skills, Communication, Microsoft Excel, Self Learning, QuickBooks

Education
San Diego State University-California State University   2013 — 2017
Bachelor's Degree, Accounting

Ponderosa High School   2009 — 2013

Sophie Wu Sophie Wu San Diego, California Details
Sophie Wu's Lindsay & Brownell, LLP Experience February 2015 - May 2015
Job Student at the University of San Diego
Industry Accounting
Experience
Frank, Rimerman + Co. LLP   June 2015 - August 2015
Lindsay & Brownell, LLP   February 2015 - May 2015
San Diego Gas & Electric  June 2014 - February 2015
Gloss Boutique  June 2013 - August 2013
Grassroots Campaigns  May 2013 - June 2013
Diana Chen   June 2012 - February 2013

Skills
Microsoft Excel, Accounting, PowerPoint, Finance, Data Entry, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Time Management, Research, Team Building, Social Media Marketing, Sales, Customer Service, Apparel, Access, Event Management, Social Networking, Inventory Management, Retail, English, Fundraising, Facebook, SAP, ProSystem fx Tax, ProSystem fx Engagement, Financial Audits, Tax Preparation, Business Valuation

Education
University of San Diego   2012 — 2016
Bachelors, Accountancy and Finance

Alan Hermiz Alan Hermiz Chula Vista, California Details
Alan Hermiz's Lindsay & Brownell, LLP Experience February 2015 - April 2015
Job Student at San Diego State University
Industry Accounting
Experience
Super Trading Inc.   February 2012 - Present
Lindsay & Brownell, LLP   February 2015 - April 2015

Skills
Business Development, Supply Chain, Procurement, Operations Management, Microsoft Office, International Relations, International Trade, Inventory Management, Inventory Control, Purchasing, Warehousing, Logistics, Warehouse Management, Retail, Customer Service, International Business, Leadership, Spanish, Public Speaking, PowerPoint, Team Leadership, Teamwork, Research, Sales, Management, Tax Returns, Tax Preparation, Microsoft Excel, Microsoft Word, Social Media, Social Networking

Education
San Diego State University-California State University   2013 — 2016
Bachelor of Science (B.S.) w/ Minor in Environmental Studies, Accounting, Senior

Southwestern College   2012 — 2013
Transfer, International Business

California Polytechnic State University-San Luis Obispo   2011 — 2011
Civil Engineering, Civil Engineering

Sara Wilbur Sara Wilbur Encinitas, California Details
Sara Wilbur's Lindsay & Brownell, LLP Experience February 2015 - Present
Job External Audit Intern at Lindsay & Brownell, LLP
Industry Higher Education
Experience
Lindsay & Brownell, LLP   February 2015 - Present
MiraCosta College  August 2013 - Present
Rocky's Custom Bikes   June 2010 - Present

Skills
Accounting, Tutoring, Public Speaking, Data Analysis, Research, Microsoft Excel, Customer Service

Education
University of San Diego   2014 — 2016

MiraCosta College   2012 — 2014
Associate of Arts (AA), Business Administration

Connor Brownell Connor Brownell Los Angeles, California Details
Connor Brownell's Lindsay & Brownell, LLP Experience 2008 - 2011
Job Incoming Audit Summer Intern at EY
Industry Financial Services
Experience
EY  January 2014 - Present
UCLA Homecoming  December 2013 - Present
UCLA Office of Undergraduate Admissions   March 2013 - Present
UCLA Homecoming  December 2012 - November 2013
Lindsay & Brownell, LLP   2008 - 2011

Skills
Organizational..., Organizational..., Microsoft Excel, Team Building, Close Attention to..., Project Management, Communication, Accounting, International Tax, International Business..., Microsoft Word, Google Docs, Social Media Marketing

Education
UCLA   2011 — 2015

Ashley Donatello, CPA Ashley Donatello, CPA La Jolla, California Details
Ashley Donatello, CPA's Lindsay & Brownell, LLP Experience November 2014 - Present
Job Tax Senior at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   November 2014 - Present
Silverman Kendall, LLC   September 2010 - October 2014
Felver, Cefali & Associates   February 2010 - May 2010
Ruby Tuesday  July 2008 - February 2010
Schiff's   May 2007 - July 2008

Skills
Tax, Accounting, QuickBooks, Corporate Tax, Microsoft Excel, Bank Reconciliation, Tax Returns, Tax Preparation

Education
East Stroudsburg University of Pennsylvania   2006 — 2010
Bachelor of Science, Business Management, Accounting, Mathematics

Mark Valenzuela, CPA Mark Valenzuela, CPA Seattle, Washington Details
Mark Valenzuela, CPA's Lindsay & Brownell, LLP Experience January 2010 - May 2010
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
HCP  July 2015 - Present
Ernst & Young  September 2011 - July 2015
Ernst & Young  June 2010 - August 2010
Lindsay & Brownell, LLP   January 2010 - May 2010
Mental Health Association of Orange County  June 2006 - September 2008

Skills
Financial Accounting, CPA, Microsoft Excel, Technical Writing, Cost Accounting, SEC Financial Reporting, Revenue Recognition, Business Combination..., M&A Accounting

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2011
Master of Science (MS), Accounting

San Diego State University-California State University   2007 — 2010
BS, Accounting

Cyndi Fuller Cyndi Fuller Greater San Diego Area Details
Cyndi Fuller's Lindsay & Brownell, LLP Experience July 2009 - Present
Job Manager at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   July 2009 - Present
El Cajon Community Development Corporation  July 2004 - January 2007

Skills
Tax Accounting, QuickBooks, CPA, Accounting, Tax, Individual Returns, Auditing, Income Tax

Education
San Diego State University-California State University   2001 — 2009
Bachelors, Accounting

Hong Do Hong Do Greater San Diego Area Details
Hong Do's Lindsay & Brownell, LLP Experience June 2015 - Present
Job Tax Manager at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   June 2015 - Present
Lindsay & Brownell, LLP   December 2012 - June 2015
Lindsay & Brownell, LLP   September 2010 - December 2012

Skills
Accounting, Financial Accounting, QuickBooks, Tax, Financial Reporting, Partnership Taxation, Sarbanes-Oxley Act, Tax Accounting, GAAP, Auditing, Tax Preparation

Education
San Diego State University-California State University   2008 — 2009
M.S., Accounting

University of California, Davis
B.S., Human Development

Steve Brownell Steve Brownell Greater San Diego Area Details
Steve Brownell's Lindsay & Brownell, LLP Experience 1992 - Present
Job Partner, Lindsay & Brownell, LLP CPAs
Industry Accounting
Experience
LIndsay & Brownell, LLP   1992 - Present
Deloitte  September 1985 - July 1992

Skills
Income Tax, Tax, Financial Reporting, Trusts, Accounting, Nonprofits, Financial Services, Corporate Tax, High Net Worth..., CPA, Tax Accounting, SEC filings, Partnership Taxation, GAAP, US GAAP, Tax Research, Revenue Recognition, Tax Preparation, Internal Controls, External Audit, QuickBooks, Sarbanes-Oxley Act, Auditing, Financial Accounting, Forensic Accounting, Financial Analysis

Education
San Diego State University-California State University   1982 — 1985
MS, Accountancy - Taxation

University of California, Davis   1977 — 1982
BA, Economics

North Tahoe High

Andy Kaestle Andy Kaestle Hanover, New Hampshire Details
Andy Kaestle's Lindsay & Brownell, LLP Experience January 2008 - June 2008
Job MBA Candidate Tuck School of Business at Dartmouth
Industry Think Tanks
Experience
Ernst & Young  April 2013 - June 2015
Kiva.org  May 2013 - September 2013
Ernst & Young  September 2009 - May 2013
Beta Alpha Psi  August 2010 - August 2012
Team in Training  January 2012 - June 2012
Montlake Capital   June 2009 - August 2009
Ernst & Young  June 2008 - August 2008
Lindsay & Brownell, LLP   January 2008 - June 2008
Windermere Exclusive Properties  May 2007 - August 2007

Skills
Microsoft Excel, PowerPoint, Word, Access, Adobe in-design, Adobe Premier, Google Analytics, Microsoft Word, Internal Controls, Microsoft Office, InDesign, Risk Management, Strategy, Budgets, Management, Finance, Valuation, Banking, Investments, US GAAP, Auditing, Financial Reporting, Accounting, Financial Analysis

Education
The Tuck School of Business at Dartmouth   2015 — 2017
Candidate for Master of Business Administration degree

University of San Diego   2005 — 2009
Dual degrees - BAcc & BBA (Cum Laude), Accounting, Finance, International Business

Mercer Island High School (Seattle, WA)   2001 — 2005

Adriana Kaplan Adriana Kaplan San Diego, California Details
Adriana Kaplan's Lindsay & Brownell, LLP Experience August 2015 - Present
Job Tax Accountant at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   August 2015 - Present
The Walt Disney Company  June 2014 - August 2014
Bed Bath & Beyond  June 2013 - May 2014
Teach for America  August 2012 - June 2013
Natural Touch, Inc.   June 2011 - August 2012
Carl DeMaio Campaign   February 2012 - June 2012

Skills
Curriculum Design, Curriculum Development, Educational Leadership, Classroom Management, Community Outreach, Microsoft Office, Public Speaking, Presentations, QuickBooks, Marketing, Answering Phones, Filing, Typing

Education
University of San Diego   2011 — 2015
Bachelor of Accountancy

Rachel Myer Rachel Myer Bellingham, Washington Area Details
Rachel Myer's Lindsay & Brownell, LLP Experience January 2010 - September 2012
Job Program Assistant at Whatcom Community College Community & Continuing Education
Industry Public Relations and Communications
Experience
Whatcom Community College - Community & Continuing Education   February 2015 - Present
Hotel Bellwether  September 2013 - February 2015
Hotel Bellwether  February 2013 - September 2013
Whatcom Community College  December 2012 - July 2013
Hotel Bellwether  November 2012 - February 2013
Lindsay & Brownell, LLP   January 2010 - September 2012
University of California, Santa Barbara  March 2008 - June 2009
Linens N Things  December 2005 - December 2008

Skills
Event Planning, Social Networking, Microsoft Office, QuickBooks, Spanish, Organization, Multi Tasking, Project Management, Quality Control, Bookkeeping, Customer Service, Executive..., Microsoft Word, Formatting Documents, Adobe Creative Suite, Microsoft Publisher, Opera, Facebook, Accounting, Outlook, Sage, Proofreading, Social Media Marketing, Marketing Communications, Microsoft Excel

Education
University of California, Santa Barbara   2005 — 2009
Bachelor of Arts, Communication; Spanish

Kelly Stebbins Kelly Stebbins Tacoma, Washington Details
Kelly Stebbins's Lindsay & Brownell, LLP Experience December 2013 - August 2014
Job at Curtis Stebbins & Co, CPA's, P.S.
Industry Accounting
Experience
Curtis Stebbins & Co, CPA's, P.S.   August 2014 - Present
Lindsay & Brownell, LLP   December 2013 - August 2014
Lindsay & Brownell, LLP   August 2011 - December 2013
Codel Entry Systems   May 2010 - August 2010
Curtis Stebbins & Co, CPA's P.S.   May 2005 - August 2009

Skills
GAAP, Accounting, Tax Preparation, Tax, QuickBooks, Partnership Taxation, Corporate Tax, Payroll, ProSystem fx Tax, Financial Reporting, Financial Statements, US GAAP, Tax Accounting, Income Tax, CPA, Payroll Taxes, S Corporations, Tax Returns

Education
University of San Diego   2007 — 2011
Bachelors, Accountancy

Bellarmine Preparatory School   2003 — 2007

Golden Gate University
Master of Science (M.S.), Taxation

Tracy Piper Tracy Piper Greater San Diego Area Details
Tracy Piper's Lindsay & Brownell, LLP Experience October 2013 - April 2015
Job Senior Tax | Treasury Analyst at WD40 Company
Industry Accounting
Experience
WD-40 Company  April 2015 - Present
Lindsay & Brownell, LLP   October 2013 - April 2015
Deloitte Tax, LLP  January 2012 - October 2013
SDSU  May 2010 - October 2011
Adecco  2005 - 2007
PAR Electrical Contractors  2002 - 2004

Skills
Accounting, Payroll, Process Scheduler, Bookkeeping, QuickBooks, Accounts Payable, Accounts Receivable, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Inventory Management, Research, CPA

Education
San Diego State University-California State University   2009 — 2011
Bachelor's Degree, Tax Accounting

San Diego State University-California State University   2009 — 2011
Master's Degree, Taxation

San Diego Mesa College   2008 — 2009
Associates of Science, Business Administration

Lauren Linden Lauren Linden San Diego, California Details
Lauren Linden's Lindsay & Brownell, LLP Experience January 2015 - April 2015
Job Student
Industry Accounting
Experience
BioMed Realty  May 2015 - August 2015
Lindsay & Brownell, LLP   January 2015 - April 2015

Education
University of San Diego   2012 — 2016
Bachelor of Accountancy and Bachelor of Arts (BA) in Anthropology, Master of Science in Taxation

Marymount High School   2008 — 2012
High School

Matthew Schott Matthew Schott San Diego, California Details
Matthew Schott's Lindsay & Brownell, LLP Experience June 2015 - June 2015
Job Business Accounting Student at San Diego State UniversityCalifornia State University
Industry Accounting
Experience
Lindsay & Brownell, LLP   June 2015 - June 2015
Tilly's  June 2014 - August 2014

Skills
Microsoft Office, Public Speaking, Microsoft Excel, Teamwork, Teaching, Leadership, PowerPoint, Microsoft Word, Event Planning, Management

Education
San Diego State University-California State University   2013 — 2017
Bachelor's Degree, Accounting, Sophomore

Joe Wetzel, CPA Joe Wetzel, CPA Greater San Diego Area Details
Joe Wetzel, CPA's Lindsay & Brownell, LLP Experience June 2015 - Present
Job Senior Accountant at Lindsay & Brownell, LLP
Industry Higher Education
Experience
Lindsay & Brownell, LLP   June 2015 - Present
Lindsay & Brownell, LLP   August 2012 - June 2015
The Ritz-Carlton Hotel Company LLC  July 2009 - August 2011

Skills
Fantasy Football, CPA, Tax Preparation

Education
San Diego State University-California State University   2014 — 2016
Master of Science in Accountancy, Taxation

University of San Diego   2008 — 2012
Bachelor's of Accountancy, Accounting and Finance

Chelsea Trotta Chelsea Trotta San Diego, California Details
Chelsea Trotta's Lindsay & Brownell, LLP Experience February 2015 - Present
Job Front Office Coordinator at Lindsay & Brownell, LLP
Industry Public Relations and Communications
Experience
Lindsay & Brownell, LLP   February 2015 - Present
Ashford University  November 2014 - February 2015
Basic  November 2013 - November 2014
Oliva, Goddard & Wright Certified Public Accountants   January 2014 - October 2014
Charlie O's Tavern   August 2010 - September 2013
Events Hive   May 2013 - August 2013
Forty 1° North  May 2012 - September 2012

Skills
Public Speaking, Interpersonal..., Persuasion, Social Media Advertising, Telecommunications, Travel Writing, Social Media, Communication Skills, Teamwork, Creative Writing, Training, Menu Development, Marketing, Food, OpenTable, Cocktails, Instagram, Restaurants, ServSafe, Social Media Marketing, Facebook, MICROS, Food, Alcoholic Beverages, Promotional, Customer Service, Time Management, Microsoft Office, Microsoft Word, Social Networking, PowerPoint, Microsoft Excel, Event Planning

Education
University of Rhode Island   2009 — 2013
Bachelor of Arts (B.A.), Communication, General

Guilford High School   2005 — 2009
Communications

Kimberly Taylor, CPA Kimberly Taylor, CPA Greater San Diego Area Details
Kimberly Taylor, CPA's Lindsay & Brownell, LLP Experience January 2012 - July 2015
Job Wealth Planning Analyst at UBS Wealth Management
Industry Accounting
Experience
UBS Wealth Management  July 2015 - Present
Rwandan Orphans Project   January 2013 - Present
Lindsay & Brownell, LLP   January 2012 - July 2015
Morgan Stanley  June 2010 - September 2010

Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, CPA, Financial Accounting, Accounting, QuickBooks, Nonprofits, US GAAP, Microsoft Excel, GAAP, Assurance

Education
UCLA   2007 — 2011
Bachelor of Arts (B.A.), Economics with an Emphasis in Accounting

서강대학교 / Sogang University   2011 — 2011
Korean Language and Literature

Carol Anne Kachele Carol Anne Kachele San Diego, California Details
Carol Anne Kachele's Lindsay & Brownell, LLP Experience January 2014 - Present
Job Staff Tax Accountant at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   January 2014 - Present
Existence Church   May 2013 - September 2013
San Diego Food Bank  May 2013 - August 2013
Sammy's Woodfired Pizza  February 2011 - September 2012
Abercrombie & Fitch  May 2010 - October 2010

Skills
Leadership, Customer Service, Sales, Management, Budgets, Project Planning, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Teamwork, Event Planning, Facebook, Social Media, Human Resources

Education
Point Loma Nazarene University   2012 — 2014
Bachelor's Degree, Accounting, 3.84

Palomar College   2007 — 2011

Brandon Smith, CPA Brandon Smith, CPA Greater San Diego Area Details
Brandon Smith, CPA's Lindsay & Brownell, LLP Experience September 2010 - Present
Job Manager at Lindsay & Brownell LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   September 2010 - Present
Solar Turbines  May 2009 - August 2010
Business Books   April 2007 - August 2010

Skills
QuickBooks, Auditing, Accounting, Tax, Account Reconciliation, CPA, Financial Statements, Budgets, Strategic Financial..., Accounts Payable, Journal Entries, GAAP, Tax Returns, Income Tax, Financial Accounting, Financial Reporting, US GAAP, Internal Controls, Revenue Recognition, Financial Planning

Education
San Diego State University-California State University   2010 — 2012
Master of Science, Accounting- Taxation

University of San Diego   2006 — 2010
Bachelor of Science, Accounting and Finance

Casey Hart Casey Hart Greater San Diego Area Details
Casey Hart's Lindsay & Brownell, LLP Experience June 2015 - Present
Job Senior Tax Accountant at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   June 2015 - Present
Lindsay & Brownell, LLP   August 2012 - June 2015
Fort Lewis College  September 2007 - May 2012
Rocky Mountain Chocolate Factory, Inc.   October 2010 - September 2011

Skills
Microsoft Office, Organization, Time Management, Customer Service, Customer Satisfaction, Verbal Behavior, Delivering projects on..., Tax Preparation, Tax Accounting, Accounting, Payroll, CPA, Analysis, Financial Reporting, QuickBooks, Microsoft Excel, PowerPoint, Financial Accounting, Microsoft Word, Auditing, GAAP, Management, Tax, Income Tax

Education
Fort Lewis College   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Caitlin Macfarlane Caitlin Macfarlane San Diego, California Details
Caitlin Macfarlane's Lindsay & Brownell, LLP Experience February 2015 - April 2015
Job Student Grader at Point Loma Nazarene University
Industry Accounting
Experience
Point Loma Nazarene University  September 2015 - Present
Point Loma Nazarene University  September 2014 - September 2015
Lindsay & Brownell, LLP   February 2015 - April 2015
Make-A-Wish New Jersey  March 2014 - July 2014
Point Loma Nazarene University  September 2013 - December 2013
Point Loma Nazarene University  January 2013 - September 2013
YMCA  September 2010 - June 2012

Skills
Organization, Professional..., Professional..., Making Connections, Leadership, Marketing Communications, Personal Responsibility, Academic Tutoring, Microsoft Office, Self Management, Advertising, Public Speaking, Event Planning, PowerPoint, Social Media, Microsoft Word, Community Outreach, Research

Education
Point Loma Nazarene University   2012 — 2016
Bachelor of Science (BS), Business Administration Accounting and Finance

Hopewell Valley Central High School   2009 — 2012

Ian Thompson, CPA Ian Thompson, CPA Greater San Diego Area Details
Ian Thompson, CPA's Lindsay & Brownell, LLP Experience January 2012 - July 2013
Job Analyst, Financial Reporting at BioMed Realty Trust
Industry Accounting
Experience
BioMed Realty Trust  July 2013 - Present
Lindsay & Brownell, LLP   January 2012 - July 2013
McGladrey & Pullen  October 2010 - July 2011
Nordstrom  December 2006 - July 2010
Squar Milner  January 2010 - April 2010
BioMed Realty Trust  September 2009 - January 2010
Thomson Reuters  May 2009 - August 2009

Skills
Auditing, GAAP, Accounting, QuickBooks, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Corporate Tax, SEC filings, Nonprofits, Finance, Tax Returns, US GAAP, CPA, Revenue Recognition, Real Estate, REIT, Internal Controls, SEC Filings

Education
University of San Diego   2008 — 2010
Bachelors, Accountancy

San Diego Mesa College   2007 — 2008
Associates, Accounting and Business/Management

California State University-San Marcos   2006 — 2007
Business

Dana Garcia Pruett Dana Garcia Pruett San Marcos, California Details
Dana Garcia Pruett's Lindsay & Brownell, LLP Experience January 2013 - October 2013
Job Business Office Coordinator
Industry Events Services
Experience
California State University San Marcos  October 2013 - Present
Lindsay & Brownell, LLP   January 2013 - October 2013
Landscapes USA  June 2011 - January 2013
Landscapes USA  June 2011 - December 2011
Enloe Medical Center  January 2011 - May 2011
Clarks  June 2010 - January 2011
Sea World San Diego  June 2007 - August 2008

Skills
Attention To Detail, Public Speaking, Social Media, Organization, Time Management, QuickBooks, Microsoft Office, Customer Service, Invoicing, Management

Education
UCSD Extension   2012 — 2015
Certificate, Human Resource Management

California State University-Chico   2008 — 2011
B.A., Organizational Communication

Universidad Nacional   2010 — 2010
Minor, Spanish

Universidad Nacional de Costa Rica   2010 — 2010

Universidad Nacional de Costa

Cheryl Lasiewicz Cheryl Lasiewicz Simi Valley, California Details
Cheryl Lasiewicz's Lindsay & Brownell, LLP Experience 2006 - 2007
Job Supervisor
Industry Accounting
Experience
Vavrinek, Trine, Day & Co., LLP   October 2011 - May 2013
Blum & Clark, LLP   August 2007 - June 2011
Lindsay & Brownell, LLP   2006 - 2007
Ahern Adcock Devlin, LLP  2003 - 2005

Skills
GAAP, CPA, Tax, Internal Controls, Auditing, Financial Accounting, Income Tax, Accounting, Financial Reporting, QuickBooks, Tax Preparation, Tax Accounting, Corporate Tax, Assurance, General Ledger, US GAAP, External Audit, Financial Audits

Education
Oklahoma Christian University   1991 — 1993
Bachelor of Science, Accounting

Greg Malone Greg Malone San Diego, California Details
Greg Malone's Lindsay & Brownell, LLP Experience September 2004 - Present
Job Senior Manager at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   September 2004 - Present

Skills
Tax, CPA, Partnership Taxation, GAAP, Tax Accounting, Income Tax, Auditing, Accounting, Corporate Tax, Bookkeeping, Financial Accounting, Financial Reporting, QuickBooks, Internal Controls, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Tax Preparation, Tax Research, US GAAP, SEC Filings

Education
University of California, Santa Barbara   1999 — 2003
Bachelor of Arts, Economics with an emphasis in Accounting

La Costa Canyon High School   1997 — 1999
High School Diploma

Angela R. Sales, CPA, MBA Angela R. Sales, CPA, MBA Greater San Diego Area Details
Angela R. Sales, CPA, MBA's Lindsay & Brownell, LLP Experience October 2003 - December 2004
Job Finance, Accounting & SOX 404 Consultant
Industry Accounting
Experience
Angela R. Sales, CPA, MBA   November 2005 - Present
Premier Alliance/Root9B/IPSA International   August 2007 - Present
Profil Institute for Clinical Research, Inc.   April 2009 - September 2010
Lindsay & Brownell, LLP   October 2003 - December 2004
J.H. Cohn LLP   2001 - 2004

Skills
CPA, Accounting, Financial Reporting, Finance, Tax, Internal Controls, Financial Analysis, General Ledger, Sarbanes-Oxley, Small Business, Auditing, SEC filings, Account Reconciliation, Microsoft Excel, Financial Accounting, US GAAP, QuickBooks, Revenue Recognition, Accounts Receivable, Accounts Payable, Internal Audit, Financial Modeling, Tax Preparation, Financial Statements, Bookkeeping, Income Tax, Nonprofits, External Audit

Education
Northern Arizona University-The W. A. Franke College of Business   2000 — 2001
MBA, Finance

Northern Arizona University-The W. A. Franke College of Business   1995 — 1999
B.S., Accountancy

Richard V. Bailey Richard V. Bailey Greater San Diego Area Details
Richard V. Bailey's Lindsay & Brownell, LLP Experience November 2004 - May 2010
Job Chief Financial Officer at Dubraski & Associates Insurance Services, LLC
Industry Insurance
Experience
Dubraski & Associates Insurance Services, LLC   July 2013 - Present
Kids Included Together  2008 - Present
Dubraski & Associates Insurance Services, LLC   May 2010 - June 2013
Lindsay & Brownell, LLP   November 2004 - May 2010
Thornton Financial Services   2004 - 2004
The Brickman Group  February 2003 - November 2003
LA County Auditor-Controller   August 2000 - February 2003

Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Investments, Forecasting, QuickBooks, Strategic Planning, Microsoft Excel, Tax, Financial Accounting, Auditing, Budgets, Income Tax, Microsoft Office, Real Estate Economics, PowerPoint, Start-ups, Mergers, CPA, Multi-State Taxation, Operational Efficiency, Organizational..., Team Leadership, Enterprise Software, Fiduciary Management, Treasury Management, Commercial Leasing, Real Estate Financing, Management Accounting, Insurance, Corporate Finance, Risk Management, Revenue Recognition, Internal Controls, Finance, Program Management, SEC filings, Multi-State Sales Tax, Strategic Financial..., GAAP, US GAAP, Corporate Tax

Education
University of San Diego   2003 — 2006
MBA, Corporate Finance; Real Estate

University of Southern California   1996 — 2000
Bachelor of Science, Accounting

University of Southern California - Marshall School of Business   1996 — 2000
BS, Accounting

Torrey Pines High School   1992 — 1996
HS, General

Greg Richardson, MS, MPAS, CFP® Greg Richardson, MS, MPAS, CFP® Greater San Diego Area Details
Greg Richardson, MS, MPAS, CFP®'s Lindsay & Brownell, LLP Experience 2002 - 2002
Job Portfolio Manager at Dowling & Yahnke, LLC
Industry Financial Services
Experience
Dowling & Yahnke, LLC   July 2014 - Present
Halpern Financial, Inc.   September 2010 - July 2014
Harrison - de Charon, LLC.   July 2008 - September 2010
Cullington Hill Advisors   September 2002 - April 2008
Lindsay & Brownell, LLP   2002 - 2002

Skills
Retirement, Investment Management, Personal Financial..., Insurance, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Planners, Estate Planning, Wealth Management, Tax, Employee Benefits, Asset Allocation, Financial Advisory

Education
College for Financial Planning   2007 — 2009
M.S.

University of California, San Diego   1998 — 2002
B.A.

Universidad Complutense de Madrid   2001 — 2001

Rachel Bartels Rachel Bartels San Diego, California Details
Rachel Bartels's Lindsay & Brownell, LLP Experience 2003 - 2007
Job CFO / Director of Finance
Industry Accounting
Experience
PEERS Network   June 2014 - Present
Nature and Culture International  March 2014 - Present
Bartels Consulting   March 2012 - Present
San Diego Coastkeeper  October 2007 - March 2013
Outdoor Outreach  May 2007 - October 2007
Lindsay & Brownell, LLP   2003 - 2007

Skills
Program Management, Grants, Financial Reporting, Non-profits, Nonprofits, Tax, Accounting, Strategic Planning, Fundraising, Policy, Analysis, Finance, Financial Analysis, Leadership, Auditing, QuickBooks, Budgets, Mergers & Acquisitions, Financial Accounting

Education
Truman State University   1997 — 2002

San Diego State University-California State University

Shawna Cloward Shawna Cloward Greater San Diego Area Details
Shawna Cloward's Lindsay & Brownell, LLP Experience 1998 - 2002
Job Owner, Shawna Cloward, CPA
Industry Accounting
Experience
Shawna Cloward, CPA   April 2002 - Present
Lindsay & Brownell, LLP   1998 - 2002
Deloitte & Touche  1996 - 1998

Skills
Accounting, Bookkeeping, Tax, CPA, Financial Reporting, Auditing, GAAP, Financial Analysis, Strategic Financial..., Account Reconciliation, Income Tax, Internal Controls

Education
University of San Diego   1992 — 1996

Brian Furlow Brian Furlow Greater Los Angeles Area Details
Brian Furlow's Lindsay & Brownell, LLP Experience January 2005 - April 2006
Job Sr. Manager, HR Operations and Total Rewards at Niagara Bottling, LLC
Industry Human Resources
Experience
Niagara Bottling  April 2012 - Present
Fairplex  September 2007 - April 2012
Grant Thornton  September 2006 - August 2007
Burnham USA Equities   June 2006 - August 2006
University of San Diego  May 2004 - May 2006
Lindsay & Brownell, LLP   January 2005 - April 2006

Skills
Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Public Speaking, Forecasting, Financial Analysis, Customer Service, Strategic Planning, Microsoft Word, Non-profits, Budgets, Leadership, Financial Accounting, Research, Auditing, Internal Controls, Management, Nonprofits, Organizational..., Project Management, Training

Education
University of San Diego   2002 — 2006
Bachelor of Accountancy, Accounting

Jenny Gunville Jenny Gunville Billings, Montana Area Details
Jenny Gunville's Lindsay & Brownell, LLP Experience February 1998 - December 2002
Job Financial Analyst at St. Vincent Healthcare
Industry Accounting
Experience
St. Vincent Healthcare  August 2008 - Present
Eide Bailly LLP  September 2004 - August 2008
Lindsay & Brownell, LLP   February 1998 - December 2002

Education
San Diego State University-California State University   2000 — 2004
Masters, Accountancy

University of San Diego   1995 — 1999
Bachelor, Accountancy

Ryan M. Levy, CPA Ryan M. Levy, CPA Baltimore, Maryland Details
Ryan M. Levy, CPA's Lindsay & Brownell, LLP Experience October 2006 - October 2011
Job Tax Manager at Gross, Mendelsohn & Associates, P.A.
Industry Accounting
Experience
Gross, Mendelsohn & Associates, P.A.   December 2012 - Present
Batchelor, Tillery and Roberts  October 2011 - December 2012
Lindsay & Brownell, LLP   October 2006 - October 2011
KPMG US  2005 - 2006

Skills
Tax, CPA, Accounting, Auditing, Partnership Taxation, Tax Preparation, Income Tax, Tax Accounting, GAAP, Financial Reporting, Corporate Tax, QuickBooks, Financial Accounting, Financial Analysis, Internal Controls, Trust Taxation, Estate Planning, Financial Planning, High Net Worth..., Tax Advisory, Small Business Tax, Employee Stock Options, Gift Tax, Charitable Trusts, Private Foundations, ProSystem fx Tax, ProSystem fx Engagement

Education
Towson University   2000 — 2005
Bachelor of Science (BS), Accounting

Mark Lindsay Mark Lindsay La Jolla, California Details
Mark Lindsay's Lindsay & Brownell, LLP Experience 1992 - Present
Job Senior Partner at Lindsay & Brownell, LLP
Industry Accounting
Experience
Lindsay & Brownell, LLP   1992 - Present
YMCA  2009 - Present
Diocese of San Diego  2011 - Present
Deloitte  1982 - 1992
San Diego State University  1980 - 1988

Skills
Tax Preparation, Auditing, Financial Reporting, Accounting, QuickBooks, Budgets, Strategic Planning, Nonprofits, Team Building, Mergers & Acquisitions, Project Management, Income Tax

Education
San Diego State University-California State University   1980 — 1982
Master's degree, Accounting

California Western School of Law   1976 — 1980
Doctor of Law (J.D.), Law

University of California, Santa Barbara   1968 — 1971
Bachelor of Arts (B.A.), Economics

Paul Block Paul Block Greater San Diego Area Details
Paul Block's Lindsay & Brownell, LLP Experience August 2008 - January 2011
Job Partner, Certified Public Accountant at Block, Gaunce & Associates
Industry Financial Services
Experience
JP Real Estate   February 2008 - Present
Block, Gaunce, and Associates   January 2011 - Present
Monte Vista Ranch, LLC   August 2011 - Present
Lindsay & Brownell, LLP   August 2008 - January 2011
Block, Gaunce & Associates   August 2005 - July 2008

Skills
CPA, Tax, Auditing, Financial Analysis, Financial Reporting, Corporate Tax, Partnership Taxation, Income Tax, Tax Accounting, Accounting, Tax Preparation, Financial Accounting, Tax Research

Education
University of California, San Diego   2003 — 2005
B.A.

San Diego State University-California State University   2006 — 2008
M.S. Accountancy, Taxation

Eddy Lukovic Eddy Lukovic Greater San Diego Area Details
Eddy Lukovic's Lindsay & Brownell, LLP Experience January 2012 - April 2013
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

Rachel Hobbs Rachel Hobbs Greater San Diego Area Details
Rachel Hobbs's Lindsay & Brownell, LLP Experience February 2005 - April 2009
Job Human Resources Professional
Industry Computer Software
Experience
Intuit  September 2013 - September 2015
UC San Diego Health System  October 2011 - June 2013
Bureau of Land Management  January 2011 - August 2011
Idaho Department of Correction  January 2011 - May 2011
U.S. Department of the Interior, Office of the Solicitor   November 2009 - January 2011
Bureau of Reclamation  May 2010 - August 2010
Lindsay & Brownell, LLP   February 2005 - April 2009

Skills
Human Resources, Office Management, Recruiting, Talent Acquisition, Employee Relations, Microsoft Office, Word, Excel, Outlook, Applicant Tracking..., Data Analysis, Employee Benefits, Reporting & Analysis, Policy, Team Building, PowerPoint, Privacy and Records..., Complex Calendaring, Adobe Acrobat, Procurement, Event Planning, Vendor Management, LexisNexis, Leave of Absence..., Benefit Communication, Benetrac, Online Enrollment, Benefit Plan..., Labor Relations, Taleo

Education
Boise State University
Bachelor of Business Administration (BBA), Human Resources Management and Services

Boise State University
Bachelor of Business Administration (BBA), Business Administration and Management, General

Rene Schad Rene Schad El Cajon, California Details
Rene Schad's Lindsay & Brownell, LLP Experience November 2004 - December 2007
Job Tax Accountant at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP   January 2008 - Present
Lindsay & Brownell, LLP   November 2004 - December 2007

Skills
Corporate Tax, Tax Preparation, Income Tax

Education
San Diego State University-California State University   1998 — 2000
Master's degree, Accounting