LWBJ Company
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LWBJ Employees
Employee
Years
Job
Industry
Tyler Gerstandt Tyler Gerstandt's LWBJ Experience October 2009 - Present
Job Audit Manager at LWBJ, LLP
Industry Financial Services
Experience
LWBJ October 2009 - Present
Terry Lockridge & Dunn January 2009 - May 2009
Skills
Financial Accounting, Auditing, CPA, US GAAP, Financial Statements, External Audit, Assurance, General Ledger, Variance Analysis, Account Reconciliation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Accounting
LWBJ October 2009 - Present
Terry Lockridge & Dunn January 2009 - May 2009
Skills
Financial Accounting, Auditing, CPA, US GAAP, Financial Statements, External Audit, Assurance, General Ledger, Variance Analysis, Account Reconciliation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Accounting
TJ Freeborn TJ Freeborn's LWBJ Experience October 2005 - June 2007
Job MARKETING ACQUISITION & CUSTOMER EXPERIENCE, DISCOVER HOME EQUITY
Industry Marketing and Advertising
Experience
DISCOVER HOME EQUITY June 2015 - Present
DISCOVER HOME LOANS November 2013 - Present
DISCOVER HOME LOANS March 2012 - November 2013
WELLS FARGO HOME MORTGAGE June 2007 - March 2012
LWBJ October 2005 - June 2007
JAVABORN COMMUNICATIONS May 2004 - February 2007
SAMMONS ANNUITY GROUP June 2000 - October 2005
AMERICAN REPUBLIC INSURANCE COMPANY February 1997 - June 2000
AMERICAN LIFE AND CASUALTY May 1995 - February 1997
Skills
Marketing Communications, Advertising, Direct Marketing, Marketing, Marketing Strategy, Social Media Marketing, Integrated Marketing, Direct Mail, Email Marketing, Social Media, Copywriting, Corporate Communications, Digital Marketing, Public Relations, Product Marketing, Leadership, Graphic Design, Strategy, Sales, New Business Development, Brand Development, B2B Marketing, Online Marketing, Corporate Branding
Education
Grand View College 1991 — 1995
BA, MASS COMMUNICATIONS
DISCOVER HOME EQUITY June 2015 - Present
DISCOVER HOME LOANS November 2013 - Present
DISCOVER HOME LOANS March 2012 - November 2013
WELLS FARGO HOME MORTGAGE June 2007 - March 2012
LWBJ October 2005 - June 2007
JAVABORN COMMUNICATIONS May 2004 - February 2007
SAMMONS ANNUITY GROUP June 2000 - October 2005
AMERICAN REPUBLIC INSURANCE COMPANY February 1997 - June 2000
AMERICAN LIFE AND CASUALTY May 1995 - February 1997
Skills
Marketing Communications, Advertising, Direct Marketing, Marketing, Marketing Strategy, Social Media Marketing, Integrated Marketing, Direct Mail, Email Marketing, Social Media, Copywriting, Corporate Communications, Digital Marketing, Public Relations, Product Marketing, Leadership, Graphic Design, Strategy, Sales, New Business Development, Brand Development, B2B Marketing, Online Marketing, Corporate Branding
Education
Grand View College 1991 — 1995
BA, MASS COMMUNICATIONS
Linda Leave Linda Leave's LWBJ Experience September 2008 - Present
Job CPA, Audit manager at LWBJ
Industry Accounting
Experience
LWBJ September 2008 - Present
McGowen, Hurst, Clark & Smith, P.C. October 1998 - August 2008
Skills
Internal Controls, Auditing, Financial Reporting, Financial Analysis, CPA, US GAAP, Accounting, Financial Accounting
Education
Allegheny College 1973 — 1977
BA, Music
The Ohio State University 1977 — 1978
Master of Music, Music
The University of Texas at Arlington 1988 — 1989
Accounting
Benedictine University 1990 — 1991
Accounting
LWBJ September 2008 - Present
McGowen, Hurst, Clark & Smith, P.C. October 1998 - August 2008
Skills
Internal Controls, Auditing, Financial Reporting, Financial Analysis, CPA, US GAAP, Accounting, Financial Accounting
Education
Allegheny College 1973 — 1977
BA, Music
The Ohio State University 1977 — 1978
Master of Music, Music
The University of Texas at Arlington 1988 — 1989
Accounting
Benedictine University 1990 — 1991
Accounting
Teri Ostendorf Teri Ostendorf's LWBJ Experience October 2014 - Present
Job Accounting Manager at LWBJ
Industry Financial Services
Experience
LWBJ October 2014 - Present
LWBJ Financial October 2003 - October 2014
Des Moines University 1994 - 2003
Education
Des Moines University 1997 — 2001
Master’s Degree, Health/Health Care Administration/Management
Buena Vista University 1991 — 1993
Bachelor’s Degree, Business & Finance Management
North Iowa Area Community College 1989 — 1991
Associate’s Degree
Clear Lake Community High School 1986 — 1989
High School
LWBJ October 2014 - Present
LWBJ Financial October 2003 - October 2014
Des Moines University 1994 - 2003
Education
Des Moines University 1997 — 2001
Master’s Degree, Health/Health Care Administration/Management
Buena Vista University 1991 — 1993
Bachelor’s Degree, Business & Finance Management
North Iowa Area Community College 1989 — 1991
Associate’s Degree
Clear Lake Community High School 1986 — 1989
High School
Amy Randeris Amy Randeris's LWBJ Experience December 2011 - Present
Job Supervising Senior Auditor at LWBJ
Industry Accounting
Experience
LWBJ December 2011 - Present
Skills
CPA, Auditing, US GAAP, SEC Financial Reporting, Financial Reporting, QuickBooks, Financial Accounting, GAAP, Mergers & Acquisitions, Assurance
Education
University of Iowa 2005 — 2010
Bachelor’s Degree, Accounting, 3.40
LWBJ December 2011 - Present
Skills
CPA, Auditing, US GAAP, SEC Financial Reporting, Financial Reporting, QuickBooks, Financial Accounting, GAAP, Mergers & Acquisitions, Assurance
Education
University of Iowa 2005 — 2010
Bachelor’s Degree, Accounting, 3.40
Kyle Woiwood, CPA Kyle Woiwood, CPA's LWBJ Experience June 2015 - Present
Job Tax Supervisor at LWBJ
Industry Accounting
Experience
LWBJ June 2015 - Present
PwC October 2011 - May 2015
PwC January 2010 - April 2010
Cedar Falls Utilities January 2009 - December 2009
Northwestern Mutual June 2008 - December 2008
Pi Sigma Epsilon January 2008 - December 2008
Skills
Financial Statements, Microsoft Excel, Customer Service, Sales, Accounting, Tax, Microsoft Office, Microsoft Word, Time Management, Teamwork, Payroll
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Accounting
LWBJ June 2015 - Present
PwC October 2011 - May 2015
PwC January 2010 - April 2010
Cedar Falls Utilities January 2009 - December 2009
Northwestern Mutual June 2008 - December 2008
Pi Sigma Epsilon January 2008 - December 2008
Skills
Financial Statements, Microsoft Excel, Customer Service, Sales, Accounting, Tax, Microsoft Office, Microsoft Word, Time Management, Teamwork, Payroll
Education
University of Northern Iowa 2007 — 2011
Bachelor of Arts (B.A.), Accounting
Mark Otte, CPA Mark Otte, CPA's LWBJ Experience November 2014 - Present
Job Tax & Consulting Associate at LWBJ
Industry Accounting
Experience
LWBJ November 2014 - Present
PwC 2013 - October 2014
Cargill May 2012 - August 2012
University of Northern Iowa April 2011 - December 2011
Skills
CPA, Accounting, Microsoft Office, Teamwork, Microsoft Excel, Internal Controls, Financial Accounting, Financial Analysis, GAAP, Auditing, PowerPoint, Tax
Education
University of Northern Iowa 2008 — 2013
Bachelor of Arts (B.A.), Accounting
LWBJ November 2014 - Present
PwC 2013 - October 2014
Cargill May 2012 - August 2012
University of Northern Iowa April 2011 - December 2011
Skills
CPA, Accounting, Microsoft Office, Teamwork, Microsoft Excel, Internal Controls, Financial Accounting, Financial Analysis, GAAP, Auditing, PowerPoint, Tax
Education
University of Northern Iowa 2008 — 2013
Bachelor of Arts (B.A.), Accounting
Heather Malchow's LWBJ Experience July 2015 - Present
Job Office Coordinator
Industry Accounting
Experience
LWBJ July 2015 - Present
AMZ Financial Services December 2011 - February 2013
EdgeBCC September 2005 - June 2011
LBC Technology, LLC August 2005 - April 2011
Iowa Document Imaging, LLC July 2006 - March 2011
Skills
Executive Support, Administrative Support, Executive Calendar..., Travel Management, Vendor Management, Front Office Support, Scheduling, Bookkeeping, Event Coordination, Inventory Management, Microsoft Office, Customer Support, Marketing
Education
Augustana College (SD) 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Fitness
LWBJ July 2015 - Present
AMZ Financial Services December 2011 - February 2013
EdgeBCC September 2005 - June 2011
LBC Technology, LLC August 2005 - April 2011
Iowa Document Imaging, LLC July 2006 - March 2011
Skills
Executive Support, Administrative Support, Executive Calendar..., Travel Management, Vendor Management, Front Office Support, Scheduling, Bookkeeping, Event Coordination, Inventory Management, Microsoft Office, Customer Support, Marketing
Education
Augustana College (SD) 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Fitness
Lauren Krueger Lauren Krueger's LWBJ Experience March 2015 - Present
Job Accounting Senior at Iowa State University
Industry Accounting
Experience
LWBJ March 2015 - Present
Doug and Lindsay Pinter June 2014 - August 2014
Pink Sugar Boutique May 2010 - August 2013
Thrive Capital May 2012 - August 2012
Maui Jim May 2009 - August 2011
Skills
Accounting, Photoshop, Microsoft Excel, QuickBooks, Microsoft Word, Human Resources, Marketing Strategy, Microsoft Office, Time Management, Customer Service, Leadership, Management, PowerPoint, Sales, Public Speaking, Social Media
Education
Iowa State University 2014 — 2017
Bachelor of Science (B.S.), Accounting and MIS
St. Ambrose University 2013 — 2013
Accounting
University of Iowa 2012 — 2012
Accounting
LWBJ March 2015 - Present
Doug and Lindsay Pinter June 2014 - August 2014
Pink Sugar Boutique May 2010 - August 2013
Thrive Capital May 2012 - August 2012
Maui Jim May 2009 - August 2011
Skills
Accounting, Photoshop, Microsoft Excel, QuickBooks, Microsoft Word, Human Resources, Marketing Strategy, Microsoft Office, Time Management, Customer Service, Leadership, Management, PowerPoint, Sales, Public Speaking, Social Media
Education
Iowa State University 2014 — 2017
Bachelor of Science (B.S.), Accounting and MIS
St. Ambrose University 2013 — 2013
Accounting
University of Iowa 2012 — 2012
Accounting
Paul Juffer's LWBJ Experience 1997 - Present
Job Experienced financial executive, LWBJ shareholder and CFO at Harrisvaccines
Industry Investment Banking
Experience
LWBJ 1997 - Present
LWBJ Investment Services, LLC 1997 - Present
LWBJ, LLP 1997 - Present
e-markets.com 2000 - 2001
Stockpoint.com (formerly Neural Applications Corporation) 1993 - 1997
KPMG 1982 - 1993
Skills
Investments, Valuation, Venture Capital, Restructuring, Mergers, Strategic Financial..., Strategy, Finance, Mergers & Acquisitions, Auditing, Financial Planners, Start-ups, IPO, Management, CPA, Sarbanes-Oxley Act, Business Planning, Estate Planning, Business Transactions, Investment Banking, Financial Analysis, Insurance
Education
University of Iowa 1978 — 1982
BBA, Business and Accounting
LWBJ 1997 - Present
LWBJ Investment Services, LLC 1997 - Present
LWBJ, LLP 1997 - Present
e-markets.com 2000 - 2001
Stockpoint.com (formerly Neural Applications Corporation) 1993 - 1997
KPMG 1982 - 1993
Skills
Investments, Valuation, Venture Capital, Restructuring, Mergers, Strategic Financial..., Strategy, Finance, Mergers & Acquisitions, Auditing, Financial Planners, Start-ups, IPO, Management, CPA, Sarbanes-Oxley Act, Business Planning, Estate Planning, Business Transactions, Investment Banking, Financial Analysis, Insurance
Education
University of Iowa 1978 — 1982
BBA, Business and Accounting
Connor Mulholland Connor Mulholland's LWBJ Experience February 2015 - June 2015
Job Student at Creighton University School of Law
Industry Legal Services
Experience
LWBJ February 2015 - June 2015
Schnurr & Company, LLP May 2014 - August 2014
Delta Tau Delta Fraternity January 2013 - January 2014
Skills
QuickBooks, Teamwork, Public Speaking, Financial Accounting, Quicken, Microsoft Excel
Education
Creighton University 2015 — 2018
Juris Doctor (J.D.), 1L
CIMBA 2014 — 2014
Bachelor's Degree, Accounting, Senior
The University of Kansas 2010 — 2014
Bachelor's Degree, Accounting
LWBJ February 2015 - June 2015
Schnurr & Company, LLP May 2014 - August 2014
Delta Tau Delta Fraternity January 2013 - January 2014
Skills
QuickBooks, Teamwork, Public Speaking, Financial Accounting, Quicken, Microsoft Excel
Education
Creighton University 2015 — 2018
Juris Doctor (J.D.), 1L
CIMBA 2014 — 2014
Bachelor's Degree, Accounting, Senior
The University of Kansas 2010 — 2014
Bachelor's Degree, Accounting
Joy Frederiksen's LWBJ Experience November 2007 - January 2009
Job Realtor
Industry Real Estate
Experience
RE/MAX at the Lake October 2014 - Present
Lake Buy Realty April 2014 - September 2014
Nyemaster Goode, P.C. March 2012 - March 2014
Employee & Family Resources, Inc. January 2010 - March 2012
Wells Fargo Home Mortgage August 2009 - December 2009
LWBJ November 2007 - January 2009
MidAmerican Energy May 2007 - November 2007
EDS 2001 - 2005
Skills
Administrative..., Project Management, Leadership Development, Access, CRM, Marketing Communications, Customer Service, Microsoft Office, Fundraising, Training, PowerPoint, Time Management, Event Planning, Strategic Planning, Public Relations, Nonprofits, Management, Leadership, Budgets, Team Building, Event Management, Human Resources, Team Leadership, Social Media, Public Speaking, Marketing, Program Management, Outlook, Policy, Administrative...
Education
Des Moines Area Community College
RE/MAX at the Lake October 2014 - Present
Lake Buy Realty April 2014 - September 2014
Nyemaster Goode, P.C. March 2012 - March 2014
Employee & Family Resources, Inc. January 2010 - March 2012
Wells Fargo Home Mortgage August 2009 - December 2009
LWBJ November 2007 - January 2009
MidAmerican Energy May 2007 - November 2007
EDS 2001 - 2005
Skills
Administrative..., Project Management, Leadership Development, Access, CRM, Marketing Communications, Customer Service, Microsoft Office, Fundraising, Training, PowerPoint, Time Management, Event Planning, Strategic Planning, Public Relations, Nonprofits, Management, Leadership, Budgets, Team Building, Event Management, Human Resources, Team Leadership, Social Media, Public Speaking, Marketing, Program Management, Outlook, Policy, Administrative...
Education
Des Moines Area Community College
Chris Schroeder, CPA, CFE's LWBJ Experience January 2007 - May 2009
Job Manager at Myers and Stauffer LC
Industry Accounting
Experience
Myers and Stauffer LC June 2009 - Present
LWBJ January 2007 - May 2009
Skills
Auditing, GAAP, Internal Controls, CPA, Accounting, US GAAP, Financial Reporting, Financial Accounting, External Audit, Assurance
Education
Iowa State University - College of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Myers and Stauffer LC June 2009 - Present
LWBJ January 2007 - May 2009
Skills
Auditing, GAAP, Internal Controls, CPA, Accounting, US GAAP, Financial Reporting, Financial Accounting, External Audit, Assurance
Education
Iowa State University - College of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Daniel Callewaert's LWBJ Experience September 2014 - Present
Job Auditor at LWBJ LLP
Industry Accounting
Experience
LWBJ September 2014 - Present
Grandview University August 2010 - April 2014
Sport About Vista May 2013 - September 2013
New Venture Christian Fellowship May 2011 - August 2011
Skills
Mathematics, Accounting, Finance, Financial Accounting, Corporate Finance, Marketing Strategy, Intercollegiate..., Account Reconciliation, Accruals, Accounts Payable, Accounts Receivable, Baseball, Football, Academic Tutoring, Communication, Economics
Education
Grand View College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Grand View University 2010 — 2014
BS, Accounting and Finance
LWBJ September 2014 - Present
Grandview University August 2010 - April 2014
Sport About Vista May 2013 - September 2013
New Venture Christian Fellowship May 2011 - August 2011
Skills
Mathematics, Accounting, Finance, Financial Accounting, Corporate Finance, Marketing Strategy, Intercollegiate..., Account Reconciliation, Accruals, Accounts Payable, Accounts Receivable, Baseball, Football, Academic Tutoring, Communication, Economics
Education
Grand View College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Grand View University 2010 — 2014
BS, Accounting and Finance