McGladrey Company
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey Employees
Rosemore Professional Services Inc May 2013 - Present
McGladrey September 2006 - May 2013
Rivlin, Lichter & Feldman, PC 2005 - 2006
Skills
Tax Research, Partnerhips and LLCs, Accounting Methods, Capital Gains Tax, Estate & Trust Planning, State and Local Tax, Employee vs Contractor, International Tax, ASC 740, Project Management, Changes in tax rates, Taxable Income Timing, New 3.8% Medicare Tax, Tax, Accounting, Tax Advisory, LLC, Estate Planning, QuickBooks, Income Tax, Financial Reporting, Corporate Tax, Tax Accounting, Internal Controls, Auditing, US GAAP
Education
University of Baltimore 2002 — 2006
Master of Science (M.S.), Accounting and Business Advisory
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Science (M.S.), Tax Law/Taxation
Clayton & McKervey, P.C. October 2012 - Present
McGladrey July 2007 - October 2012
Virchow Krause July 2005 - June 2007
Skills
Income Tax, Partnership Taxation, Tax Research, Tax, CPA, Tax Accounting, Tax Preparation, Accounting, Tax Returns, General Ledger, FIN 48, ProSystem fx Tax, QuickBooks, US Tax, Forensic Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Masters of Science in Taxation, Taxation
Western Michigan University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Western Michigan University - Haworth College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey September 2015 - Present
Shepard Schwartz & Harris LLP June 2013 - August 2015
Aon September 2012 - April 2013
McGladrey LLP October 2009 - September 2012
McGladrey September 2007 - October 2009
Skills
Microsoft Excel, US Tax, Tax Accounting, CCH ProSystem fx, Microsoft Office, Windows 7, CPA, International Tax
Education
DePaul University 2009 — 2012
M.S, Taxation
Illinois State University 2004 — 2007
B.S.A, Accounting
Illinois State University 2004 — 2007
B.S.A, Business Information Systems
McGladrey September 2006 - Present
Skills
Tax Research, Corporate Tax, Private Equity, Tax, CPA, Income Tax, Tax Accounting, Partnership Taxation, GAAP, Tax Advisory, FIN 48, US Tax, Tax Law, Tax Returns, Tax Preparation, S Corporations, Accounting
Education
DePaul University 2008 — 2010
Master of Science (MS), Taxation
Northern Illinois University 2005 — 2006
Master of Science (MS), Accounting
Northern Illinois University 2003 — 2005
Bachelor of Science (BS), Accounting
McCormick Tax Group, LLC January 2011 - Present
McGladrey September 2006 - December 2010
McGladrey February 2006 - April 2006
Skills
Tax Research, People Skills, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, US Tax, CPA, Tax, FIN 48, S Corporations, Tax Law, Fixed Assets, FAS109, Consolidation, State Tax, ProSystem fx Tax, IRS, Corporate Tax Planning, Personal Tax Planning, GoSystems, Financial Analysis, Tax Returns, Tax Preparation, Tax Advisory, GAAP, FAS 5
Education
DePaul University 2002 — 2006
McGladrey September 1998 - Present
Skills
Due Diligence, Forensic Accounting, Audit, US GAAP, Real Estate, Auditing, Cash Flow, Loans, GAAP, Financial Statements, CPA, Tax, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Finance, Accounting
Education
DePaul University 1993 — 1998
Bachelor of Science in Commerce, Accounting
Borhart Spellmeyer & Company, LLC 2014 - Present
Brown CPA Group, Ltd. 2013 - 2014
Apex CPA's & Consultants, Inc. 2012 - 2013
Ostrow Reisin Berk & Abrams, Ltd. 2010 - 2011
Harding, Shymanski & Company, P.S.C. 2008 - 2010
Crowe Horwath LLP 2006 - 2008
McGladrey 1998 - 2006
CVS Caremark Corporation 1997 - 1998
Skills
CPA, Tax Law, Evangelism, Corporate Tax, Leadership, Tax Advisory, Strategic Influence, Bible Study, Christian Ministry, Teaching, Giving Back, Tax Returns, Income Tax, Partnership Taxation, S Corporations, Accounting, FIN 48, Tax Research, US Tax, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2004
Master of Science (M.S.), Taxation
University of Kentucky 1994 — 1997
Bachelor of Science (B.S.), Accounting
McGladrey November 2013 - Present
Huawei April 2012 - September 2013
EY(China) November 2010 - March 2012
EY January 2007 - October 2010
McGladrey September 2004 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation
Education
DePaul University 2006 — 2008
Master's degree, Taxation
The University of Iowa 1999 — 2001
Master's degree, Accounting
McGladrey October 2013 - Present
CFMA Twin Cities 2013 - 2015
McGladrey, LLP October 2012 - September 2013
McGladrey, LLP May 2011 - September 2012
Holiday Companies September 2010 - April 2011
RSM McGladrey January 2007 - September 2010
The Protectors, Inc. June 2003 - August 2007
Skills
CPA, Tax, Small Business, Accounting, GAAP, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Financial Analysis, Financial Accounting, Tax Preparation, Tax Research
Education
DePaul University 2012 — 2016
Master's degree, Taxation
Minnesota State University, Mankato 2003 — 2007
Accounting, Finance and Accounting
McGladrey October 2006 - Present
McGladrey 2006 - 2010
McGladrey 2006 - 2010
Deloitte May 2002 - October 2006
Skills
Private Equity, Venture Capital, CPA, Tax, Mergers, Corporate Tax, Accounting, Income Tax, Tax Accounting, Tax Research, Tax Advisory, Fund Of Funds, Partnership Taxation, Alternative Investments, FIN 48, Tax Preparation, Fund Accounting, Tax Returns, Due Diligence, Financial Analysis, SEC filings, Mergers & Acquisitions, Financial Services, International Tax, Auditing, Mergers, Finance, Financial Modeling, US GAAP, GAAP, Hedge Funds, SEC Filings, FAS 5, US Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MST, Taxation
University of St. Francis 1996 — 1998
BBA, Finance
McGladrey July 2014 - Present
Education
DePaul University 2010 — 2014
Bachelor's Degree, Accounting
McGladrey November 2009 - Present
FR&R June 2008 - August 2008
Skills
Tax Compliance, Tax Returns, Tax Services, Real Estate, Individual Taxation, Partnership Taxation, Tax Accounting, Tax, CPA, Income Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MST, Taxation
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Accounting, Finance, Operations Management
Aldi Inc. December 2014 - Present
McGladrey December 2010 - December 2014
The Condon Group, Ltd. November 2009 - December 2010
Ulta October 2008 - October 2009
RSM McGlardey, Inc. 2005 - 2008
Crowe Horwath LLP 2001 - 2005
Skills
Tax Research, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, CPA, Tax Returns, US Tax, Tax Advisory, ProSystem fx Tax, S Corporations, Organization, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2009
Masters, Taxation
North Central College 1997 — 2001
BS, Accounting
McGladrey June 2014 - Present
Iowa State University June 2013 - June 2014
Best Buy August 2011 - June 2013
Skills
Customer Service, Microsoft Office, Active Directory, Networking, Computer Repair, Computer Hardware, Group Policy, IT Solutions, Windows, Printers, Sales, Management, iOS, Apple OS, Microsoft Dynamics CRM, Business Analysis, Requirements Analysis, Business Process, Technology Consulting, Microsoft SQL Server, SSRS, System Testing, Linux, Unix, Print Servers, Java, SQL, C++, Visual Basic, Microsoft Server 2012, Virtualization, Sales Operations
Education
Iowa State University - College of Business 2011 — 2014
Bachelor of Science (B.S.), Management Information Systems
Des Moines Area Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Valley High School
Impact Advisors October 2011 - Present
McGladrey December 2004 - November 2011
Cabot Microelectronics 1996 - 2004
Skills
Project Management, Consulting, Process Improvement, Information Technology, Healthcare Information..., Strategic Planning, Healthcare, Program Management, Leadership, Cross-functional Team..., Software Documentation, EHR, Healthcare Consulting, Integration, Team Building, Change Management, Health Information..., Management Consulting, HL7, Informatics, Hospitals, Software Implementation, Disaster Recovery, EMR, HIPAA, Healthcare Management, Business Process..., Vendor Management, IT Strategy, Strategy, Performance Improvement, IT Management, Project Planning, RTLS, Alert Management, Interactive Patient Care, IT Project & Program..., Patient Education, Distributed Antenna..., Wireless Networking, Network Design, Construction Management, Nurse Call
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA
Illinois State University 1990 — 1995
Bachelor’s Degree, Industrial Technology
McGladrey June 1978 - Present
Creative Financial Staffing (CFS) August 2014 - Present
Skills
Management Consulting, Tax, CPA, Accounting, Financial Reporting, Auditing, Practice Management, Retreat Leader, Facilitators, Restructuring, Finance, Corporate Tax, Internal Audit, SEC filings, GAAP, Business Valuation, Internal Controls, Forensic Accounting, Tax Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1983
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1974 — 1978
BS, Finance
McGladrey July 2014 - Present
McGladrey January 2013 - April 2013
Aon Hewitt December 2011 - January 2012
John B. Sanfilippo & Son, Inc. May 2011 - August 2011
Skills
Auditing, Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Data Analysis, Tax Accounting, Corporate Tax, Partnership Tax Returns, Financial Services, Bookkeeping
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2016
Master of Science in Taxation (MST), Taxation
University of Illinois at Urbana-Champaign 2013 — 2014
Master's degree, Accounting - Tax Concentration
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Accounting
DePaul University May 2013 - Present
McGladrey January 2014 - March 2014
Cadence Health June 2012 - January 2013
Cadence Health August 2010 - June 2012
Education
DePaul University 2011 — 2015
Bachelor's Degree, Accounting, Junior
McGladrey January 2014 - Present
Pierce and Associates January 2011 - December 2013
Anderson & Associates, PC June 2012 - November 2012
True Partners Consulting January 2011 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Research, Document Review
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 2005 — 2009
Accountancy, Accounting
McGladrey January 2015 - Present
McGladrey January 2014 - January 2015
McGladrey August 2008 - January 2015
Kuhl Phillips & Jans Inc January 2007 - May 2007
Skills
Tax Accounting, Income Tax, Financial Accounting, Sales Tax, Partnership Taxation, Tax Preparation, Corporate Tax, Tax Research, FIN 48, Accounting, Financial Reporting, CPA, GAAP, Tax Returns, Tax, US Tax, US GAAP, Tax Advisory
Education
DePaul University 2008 — 2010
Masters of Science, Taxation
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Accounting
Encore Capital Group March 2015 - Present
Encore Capital Group March 2011 - March 2015
University of Phoenix August 2010 - February 2011
McGladrey October 2007 - March 2009
LaSalle Bank September 2006 - June 2007
Discover Financial Services August 2004 - September 2006
Skills
Strategic Planning, Relationship Management, Cross-functional Team..., Process Improvement, CRM, Business Analysis, Legal Process..., Operational Risk..., Compliance, Performance Improvement, Problem Solving, Vendor Management, Project Management, Analysis, Risk Management, Management, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Marketing Strategy and Planning
University of Utah 1996 — 2001
B.S., Public Relations
Illinois Department of Revenue December 2013 - Present
McGladrey October 2012 - December 2013
McGladrey October 2009 - October 2012
McGladrey October 2006 - September 2009
McGladrey January 2005 - September 2006
Skills
Tax Research, Income Tax, Corporate Tax, Tax, Accounting, Tax Accounting, FIN 48, Tax Preparation, GAAP, Partnership Taxation, FAS 5, Tax Returns, ProSystem fx Tax, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MST, Taxation
University of Wisconsin-La Crosse 2002 — 2004
Accounting & Finance, Accounting, Finance
Rush University Medical Center May 2015 - Present
Rush University Medical Center May 2013 - Present
Rush University Medical Center May 2012 - May 2015
Rush University Medical Center August 2011 - December 2013
Rush University Medical Center October 2009 - August 2011
Central DuPage Hospital February 2007 - October 2009
McGladrey March 2005 - February 2007
Children and Teen's Medical Center December 2000 - July 2003
Skills
Meaningful Use, Physician Relations, Physician Recruitment, Project Management, EMR, Interviewing, Healthcare, Academic Medical Centers, Growth Strategies, Physician Compensation, Presentation Development, Teaching, EHR, Compensation & Benefit, Physicians, Interviews, Clinical Research, Recruiting, Epic Systems, Healthcare Information..., Medicine, Training
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MBA, Health Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Management, Pre-Medicine
Glenbard North High School
McGladrey August 2013 - Present
Newport Board Group October 2011 - July 2013
McGladrey & Pullen January 2007 - April 2011
McGladrey 1995 - 2011
McGladrey & Pullen 1986 - 1994
Foster & Gallagher, Inc 1983 - 1986
Skills
Business Strategy, Strategy, Auditing, Manufacturing, Business Development, Leadership, Mergers & Acquisitions, Marketing, Management Consulting, Change Management, Private Equity, Management, Entrepreneurship, Integrated Marketing, Internal Audit, Mergers, Accounting, SEC filings, Risk Management, Business Process..., Real Estate, CPA, Professional Services
Education
University of Chicago GSB - Business Advisor Program 1999 — 2003
Specialized 3 year business program designed for McGladrey
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
MBA, Finance
Monmouth College 1979 — 1983
BA, Business
Porte Brown LLC June 2015 - Present
Turi's Auto Body, Inc. June 2007 - June 2015
Daluga, Boland and Montgomery LLC August 2014 - May 2015
McGladrey January 2014 - March 2014
X-Change Financial Access (XFA) May 2012 - August 2013
McGladrey January 2013 - March 2013
Deloitte June 2012 - July 2012
Skills
Leadership, Accounting, Tax, Auditing, Microsoft Office, CCC Pathways, Customer Service, Client Development, Tax Law, Techinical, Finance, Valuation
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.), Accounting (Strobel Honors) and Finance, 3.93
McGladrey March 2011 - Present
IBM Global Business Services May 2010 - June 2011
Dymin Systems September 2001 - May 2009
Skills
Microsoft Office, Microsoft SQL Server, Microsoft Exchange, Citrix Metaframe, VMware, NetApp Filers, Veeam, Cisco Technologies, HP Proliant, EMRs, APC UPS, Active Directory, NDS, Microsoft Servers
Education
Simpson College 2003 — 2007
Bachelor, Computer Information Management
Des Moines Area Community College 2001 — 2004
AAS, Information Technology Network Administration
ihs
McGladrey May 1991 - Present
Pannell Kerr Forster October 1982 - May 1991
Skills
Tax, Income Tax, CPA, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Auditing, GAAP, International Tax, US GAAP, US Tax, FIN 48, SEC filings, Tax Research, Tax Returns, Internal Audit
Education
DePaul University 1972 — 2006
Master of Science in Taxation, Accounting
Mendel Catholic High School 1968 — 1972
McGladrey June 1999 - Present
Ernst & Young June 1998 - August 1998
Skills
Tax, Accounting, Tax Accounting, Due Diligence, Income Tax, Forecasting, Corporate Tax, CPA, Tax Returns, Internal Audit, Internal Controls, Auditing, Tax Research, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Reporting, GAAP, Partnership Taxation, US GAAP, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2005
Master of Science, Taxation
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Accountancy
Lake Zurich High School 1991 — 1995
U.S. Securities and Exchange Commission July 2015 - Present
PwC November 2014 - April 2015
Societe Generale Corporate and Investment Banking - SG CIB July 2013 - November 2014
McGladrey December 2011 - July 2013
CareerBuilder.com August 2008 - October 2009
Careerbuilder.com August 2004 - July 2008
Skills
Account Management, Accounting, Financial Analysis, Human Resources, Internal Audit, Leadership, Management, Marketing, Process Improvement, Research, Sales, Sales Presentations, Social Media, Training
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
Master of Science (M.S.), Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance/Marketing
University of Illinois at Urbana-Champaign 2001 — 2004
BS & BA, Psychology, English
Southern Illinois University, Carbondale 1998 — 2000
Media
Exelon June 2012 - Present
McGladrey November 2009 - June 2012
USG June 2009 - October 2009
CashNetUSA May 2007 - August 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2017
MST
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
Wabash Power Equipment Co. January 2014 - Present
McGladrey November 2004 - January 2014
Frank L. Sassetti & Co., CPA May 2002 - November 2004
Skills
CPA
Education
Northern Illinois University 2003 — 2005
MST, Taxation
DePaul University
Accounting and Finance
McGladrey October 2015 - Present
McGladrey & Pullen, LLP 2005 - September 2015
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin & Glasser 1990 - 1999
Phelan, Pope & John, Ltd. 1986 - 1989
Bekins Van Lines 1983 - 1986
Doty, Jarrow & Co. 1977 - 1979
Skills
CPA, Auditing, Hedge Funds, Accounting, Financial Services, Management, Fund Of Funds, GAAP, Financial Reporting, US GAAP, Internal Controls, Tax Research, Partnership Taxation, Tax, Financial Analysis
Education
DePaul University 1976 — 1980
BSC
Queen of Peace High School
St. Thomas More
VNA Healthtrends February 2014 - Present
McGladrey January 2013 - November 2013
KPMG LLP January 2012 - April 2012
Mercuria Energy Trading Inc October 2011 - December 2011
SmithAmundsen, LLC August 2010 - May 2011
I-Kor Design Inc March 2008 - December 2009
Skills
Knowledge of foreign..., Financial Accounting, Tax Accounting, Income Tax, Tax Preparation, Critical Thinking, QuickBooks, SAP, ProSystem fx Tax, CCH ProSystem fx, Gems, Real Estate Taxation, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Finance, Tax, Account Reconciliation, Accounts Payable, Accounts Receivable, Journal Entries, PowerPoint
Education
DePaul University 2009 — 2012
BS in Accounting & Finance, Accounting & Finance
DePaul University 2009 — 2012
Accounting and Finance
EY January 2015 - March 2015
Ray Meyer Fitness and Recreation Center September 2013 - March 2015
Business Valuation Group, Inc. June 2014 - August 2014
McGladrey January 2014 - March 2014
Navistar Inc June 2013 - August 2013
Education
DePaul University 2012 — 2016
Bachelor of Science (BS), Honors Finance & Honors Accountancy
McGladrey July 2014 - Present
Harrison Street Real Estate Capital LLC August 2013 - July 2014
Chicago Public Schools February 2013 - June 2013
Bravo Restaurants 2012 - 2012
Skills
Microsoft Office, Oracle, Yardi, Financial Reporting, Auditing, Internal Audit, Accounting, Microsoft Excel, PeopleSoft, Fixed Assets, Financial Accounting, Invoicing
Education
DePaul University 2012 — 2014
Bachelor of Science Degree in Business Administration, Accounting
Marquette University
McGladrey January 2010 - Present
Skills
Financial Reporting, Accounting, SEC filings, GAAP, CPA, Tax, Financial Statements, Partnership Taxation, Tax Preparation, Corporate Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Science in Taxation, Taxation
The University of South Dakota 2004 — 2009
Masters of Professional Accountancy, Accounting
McGladrey October 2013 - Present
McGladrey November 2011 - September 2013
DePaul University September 2009 - June 2011
Giordano's of Algonquin November 2005 - September 2009
Giordano's of Algonquin November 2005 - August 2009
Skills
Financial Analysis, Financial Accounting, Cross-functional Team..., Payroll, CPA, US GAAP, Auditing, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Science (MS), Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship
University of Wisconsin-Madison 2001 — 2005
Bachelor of Arts (BA), Economics
Victoria Haas, CPA 2012 - Present
Burton Partners, LLC 2012 - 2013
RR Donnelley 2011 - 2012
ArrowStream 2010 - 2011
McGladrey 2006 - 2010
Skills
Tax Accounting, Tax Research, Accounting, SEC filings, GAAP, Tax, FIN 48, Corporate Tax, Income Tax, International Tax, US Tax, Sarbanes-Oxley Act, Financial Reporting, US GAAP, CPA, Financial Analysis, Internal Controls, FAS 5, Tax Returns, Partnership Taxation, Fixed Assets, Financial Accounting, Tax Preparation
Education
DePaul University 2009 — 2012
Masters, Taxation
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelors, Accountancy
McGladrey
Skills
Taxations, Wealth Management, Hedge Funds, Accounting, Investments
Education
DePaul University
McGladrey May 1990 - Present
Skills
Tax, Accounting, CPA, Corporate Tax, SEC filings, Financial Analysis, Due Diligence, Financial Accounting, Income Tax, SEC Filings, Financial Modeling, US GAAP
Education
DePaul University 1978 — 1980
Master's degree, Taxation
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science (BS), Accounting
Pritzker Family Office, L.L.C. May 2012 - Present
McGladrey October 2010 - May 2012
McGladrey August 2008 - October 2010
Skills
CPA, Tax Preparation, Tax Research, Corporate Tax, Partnership Taxation, Accounting, Tax Accounting, Tax Returns, General Ledger, Tax, Income Tax, Financial Statements, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2015
Master of Science, Taxation
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Accounting and Finance
BDO USA, LLP November 2014 - Present
McGladrey October 2012 - November 2014
Tax Advisory - CPA March 2012 - September 2012
Duff & Phelps March 2011 - February 2012
Ernst & Young LLP July 1995 - March 2011
Coopers & Lybrand 1987 - 1995
Carpenter Technology 1984 - 1986
Chicago Pacific Corporation 1980 - 1984
Skills
Due Diligence, Tax, Mergers & Acquisitions, Tax Advisory, Tax Law, Tax Accounting, International Tax, Corporate Tax, Tax Research, Cross-border..., Divestitures, LLC, Tax Analysis, Finance, Private Equity, Transaction Processing, Financial Structuring, M&A experience, Buyouts, Acquisitions, Risk Management, Federal Tax, Internal Audit, Financial Services, Corporate Finance, International..., Deferred Compensation, S Corporations, Employee Training, Big 4, Transaction Services, Tax Structuring, Business Tax, Inbound, Work-outs, Private Equity/Venture..., Company Acquisitions, Restructures, Tax Reduction, Entity Selection, SEC filings, Corporate Law, Joint Ventures, Exit Strategies, Tax Compliance, Training & Development, Inbound Marketing, Transfer Pricing, Restructuring, Marathon
Education
DePaul University College of Law 1981 — 1983
LLM, Tax
Villanova University School of Law 1977 — 1980
JD, Corporate Law
Villanova University 1973 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
McGladrey 1996 - Present
Skills
Tax Research, Tax Advisory, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Franchise Tax, Partnership Taxation, Tax, Tax Law, State and Local Tax, Credits and Incentives, State Tax, Sales Tax, S Corporations, FIN 48, Due Diligence, Accountants, Mergers & Acquisitions, Private Equity, Payroll, Use Tax, Property Tax, Tax Accounting, Accounting, US Tax, SEC filings, CPA, US GAAP, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Master of Science in Taxation
Loyola University Chicago 1992 — 1996
McGladrey May 2015 - Present
KPMG September 2011 - Present
Deloitte December 2006 - September 2011
InSite Real Estate August 2005 - December 2006
Deloitte May 2002 - August 2005
Arthur Andersen May 1999 - May 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Entrepreneurship
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Finance
PwC November 2014 - Present
The Citco Group of Companies September 2014 - October 2014
McGladrey January 2007 - September 2014
Dominick's Finer Foods April 1998 - April 2006
Skills
Certified Public..., Private Equity, Partnership Taxation, Tax, CPA, Tax Research, Corporate Tax, Financial Services, Accounting, Income Tax, Tax Accounting, GAAP, SEC filings, FIN 48, Tax Preparation, US Tax, Tax Returns, Tax Advisory, Fund Of Funds, State Tax, ProSystem fx Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Science, Taxation
Northern Illinois University
Bachelor's, Accountancy
LaSalle Investment Management May 2015 - Present
McGladrey January 2013 - May 2015
Dynaprop Development Corporation July 2011 - December 2012
Antech Diagnostics August 2009 - October 2010
Quadraspec September 2008 - July 2009
University of Florida May 2008 - July 2008
Skills
Microsoft Office, Accounting, Genetics, Quality Control, Quality Assurance, Real Estate
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
MST, Taxation
Roosevelt University 2011 — 2012
MS, Accounting
Purdue University 2005 — 2009
BS, Genetic Biology
McGladrey January 2010 - Present
Deloitte & Touche LLP June 2003 - December 2009
Deloitte & Touche LLP September 1998 - May 2003
Deloitte & Touche LLP May 1995 - August 1998
Household International 1993 - 1995
Household International November 1989 - March 1993
Atschuler, Melvoin & Glasser January 1987 - November 1989
Skills
Internal Controls, Internal Audit, IT Audit, Business Process, Finance, Auditing, Financial Reporting, Accounting, Quality Auditing, Enterprise Risk..., Big 4, US GAAP, GAAP, Financial Analysis, Corporate Governance, Sarbanes-Oxley, Sarbanes-Oxley Act, Due Diligence, Mergers & Acquisitions, Management Consulting, SAS70, CPA, CISA, Financial Risk, Assurance, Risk Management, Risk Assessment, External Audit, Governance, Business Process..., Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Iowa 1982 — 1986
BBA, Accounting
McGladrey January 1997 - Present
Skills
Corporate Tax, Tax Accounting, Tax Preparation, CPA, ProSystem fx Tax, S Corporations, State Tax, Multi-state tax returns, Fixed Assets, IRS, Trusts, Personal Income Tax..., Use Tax, Personal Tax Planning, IRS problem resolution, Property Tax, Sales & Use Tax, Depreciation, Business Tax Planning, Accounting, Management, Income Tax, Tax, Strategic Planning, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2011
Master of Science in Taxation, Taxation
University of Wisconsin-Whitewater 1989 — 1990
BBA, Accounting
Guggenheim Partners February 2014 - Present
McGladrey September 2012 - February 2014
KPMG US September 2010 - September 2012
Skills
Tax, Auditing, Accounting, Financial Analysis, Financial Reporting, CPA, Time Management, Financial Accounting, Income Tax, Tax Accounting, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science (MS), Taxation
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelors, Accounting, Finance Double Major
EY May 2015 - Present
McGladrey October 2006 - April 2015
Skills
Tax, CPA, Management, Accounting, Project Management, Project Planning, Research, Time Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Science in Taxation
University of Wisconsin-Oshkosh 2001 — 2006
Bachelor of Science, Accounting & Finance
McGladrey May 2014 - Present
Oceana May 2010 - July 2012
Skills
Analysis, Research, Microsoft Excel, Microsoft Word, Public Speaking, Finance, Financial Analysis, Management, PowerPoint
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Miami University 2006 — 2010
Bachelor of Arts, Economics
The Hotchkiss School 2003 — 2006
High School
Riveron Consulting May 2014 - Present
McGladrey November 2011 - May 2014
Auction Edge, Inc. (formerly Autolookout Inc.) August 2009 - October 2011
Dyer Auto Auction August 2007 - July 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Business Administration (MBA)
Purdue University Calumet 2005 — 2008
Bachelor of Science
McGladrey September 2004 - Present
Skills
Tax Research, Corporate Tax, FIN 48, CPA, S Corporations, Income Tax, Tax Accounting, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor of Accountancy
McGladrey October 1999 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MST, Taxation, Cum Laude
Northern Illinois University 1992 — 1996
BA, Accounting
McGladrey November 2013 - Present
Skills
Tax Compliance, Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, Tax Returns, Partnership Taxation, Financial Accounting, CCH Intelliconnect, CCH ProSystem fx
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2013
MST, Taxation
University of Wisconsin-La Crosse 2003 — 2007
B.S., Accounting/Finance
Samuel Strapping Systems December 2009 - Present
Samuel Strapping Systems September 2007 - December 2009
InfraSource September 2006 - September 2007
Systech, Inc 2002 - 2006
Ameriking 1999 - 2002
OBI/Keenan Paper 1997 - 1999
McGladrey 1995 - 1997
Skills
Inventory Management, Inventory Control, Inventory Analysis, Purchasing, Operations Management, Plant Operations, Logistics Management, Cost Accounting, Six Sigma, Quality Management, Lean Manufacturing, Process Improvement, Production Planning, Change Management, Cross-functional Team..., Strategic Planning, Logistics, Forecasting, Business Process..., Supply Chain, Manufacturing, ERP, Financial Analysis, Continuous Improvement
Education
DePaul University 1991 — 1995
BS, Accounting
McGladrey June 2015 - August 2015
R&R Realty Group September 2014 - May 2015
North Dakota Society of Radiological Technologists January 2010 - April 2015
Wells Fargo Home Mortgage November 2012 - April 2014
Skills
Customer Service, Sales, Accounting, Finance, Cost Accounting, Financial Accounting, Information Technology, Information Security, Microsoft Excel, Microsoft Office..., Website Administration
Education
Drake University 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting
Des Moines Area Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Information Technology
The Koza Group, LLC November 2011 - Present
DePaul University April 2007 - Present
McGladrey November 2005 - November 2011
Plante & Moran, PLLC November 2000 - November 2006
Gleason, Sklar, Sawyers & Cumpata 2000 - 2006
Ernst & Young June 1999 - November 2000
Jones Lang LaSalle August 1997 - June 1999
KPMG December 1995 - August 1997
Skills
Income Tax, Tax, Tax Accounting, CPA, Partnership Taxation, Tax Research, Tax Preparation, Accounting, Tax Returns, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
BoardEffect May 2015 - Present
McGladrey January 2012 - May 2015
Groupon, Inc May 2010 - January 2012
Luggage World, Inc January 2001 - January 2009
Skills
Account Reconciliation, Sarbanes-Oxley Act, Management, QuickBooks, Accounting, Financial Reporting, Tax, Auditing, GAAP, Financial Analysis, Tax Returns, General Ledger, Financial Statements, Great Plains Software, Bank Reconciliation, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Finance, CPA, Organized Retail Crime, Gas Chromatography, Dinosaurs, Income Tax, Corporate Tax, Tax Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
MS, Accounting
University of Wisconsin-Madison 2005 — 2009
BS, Economics
McGladrey July 2014 - Present
McGladrey January 2014 - April 2014
Panera Bread February 2010 - September 2013
Skills
Partnership Taxation, Microsoft Excel, ProSystem fx Tax, PowerPoint, Accounting, Microsoft Office, Tax, Public Speaking, Microsoft Word, Financial Accounting, Income Tax, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2018
Masters, Taxation
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Boilerplate Graphic Design November 2012 - Present
Congaree River LLC February 2009 - Present
Mayer Brown October 2002 - February 2009
McGladrey January 1995 - May 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
MST, Taxation
Northern Illinois University 1988 — 1992
BS, Accountancy
Symbria May 2013 - Present
McGladrey February 2013 - April 2013
Brown, Udell, Pomerantz & Delrahim, LTD December 2012 - February 2013
Illinois Office of Health Information Technology August 2011 - May 2012
DePaul University College of Law October 2010 - May 2012
Independent Ebay Research and Sales October 2008 - August 2011
Center for Disability and Elder Law May 2010 - August 2010
Turtle Creek Apartments March 2007 - July 2008
Skills
Research, Teamwork, Health Law
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (J.D.), Health Care Law
Saint Mary's College 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
McGladrey September 2013 - Present
Elburn Liquors May 2012 - February 2013
Emerging Solutions October 2010 - April 2012
Jones Lang LaSalle Americans September 2009 - November 2009
Pasquinelli & Portrait Homes June 2006 - September 2006
Skills
Accounting, Financial Accounting, Audit, GAAP, Financial Reporting, Problem Solving, Great Plains Software, Microsoft Dynamics, Hyperion, Essbase, Tenrox, Accounts Payable, Accounts Receivable, Crystal Reports, Microsoft Excel, Microsoft Word, Hyperion Enterprise, Software Documentation, Finance, Management, QuickBooks, CPA, Creative Problem Solving, Entrepreneurship, Teamwork, Payroll, Time Management, ERP, Financial Analysis, Business Process, Internal Audit, General Ledger, Sarbanes-Oxley Act, PeopleSoft, Strategy, Access, Forecasting, Business Process..., Auditing, Consulting, Business Analysis
Education
DePaul University 2005 — 2009
BS, Accountancy, Management
DePaul University 2005 — 2009
Bachelor of Science, Commerce; Accounting and Management
McGladrey January 2014 - April 2014
DePaul TeleServices Center October 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Social Networking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master of Accountancy
DePaul University 2010 — 2014
Bachelor of Science in Business, Accounting
Exelon October 2012 - Present
McGladrey November 2010 - October 2012
State Farm Insurance August 2008 - September 2010
State Farm Insurance June 2009 - August 2009
Mid-Central Community Action Center January 2007 - April 2007
Skills
Customer Service, Compliance, Tax Preparation, Corporate Tax, Income Tax, Partnership Taxation, High Net Worth..., Research, Communication, Trust Taxation, Teamwork, Real Estate, Organization, Planning, Energy Industry, Power Generation, Fixed Asset Depreciation, FIN 48, CPA, Tax, Tax Accounting, Microsoft Excel
Education
Illinois State University 2007 — 2010
Masters of Accountancy
Heartland Community College 2005 — 2007
Associate of Arts (A.A.), 3.94
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters of Taxation ( In Progress), Tax, 4.0
Exelon February 2015 - Present
Exelon June 2014 - August 2015
Exelon June 2012 - June 2014
True Partners Consulting LLC August 2011 - June 2012
McGladrey August 2008 - August 2011
Skills
Corporate Tax, Accounting, Partnership Taxation, Tax Research, Tax, Consolidation, Tax Accounting, Financial Analysis, Income Tax, CPA, Access, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MST, Taxation
University of Illinois at Chicago
McGladrey January 2012 - Present
McGladrey March 2010 - January 2012
McGladrey March 2002 - February 2010
McGladrey January 2000 - March 2002
McGladrey April 1997 - March 2000
JFH Educational Accademy (ADD & ADHD specialized) August 1994 - April 1997
Skills
PeopleSoft, Microsoft Excel, Spreadsheets, Microsoft Word, PowerPoint, Outlook, Facility Commander, Virtual Edge
Education
DePaul University
In Process, Human Resources
DePaul University September 2015 - Present
Tomato Mountain Organic Farm June 2011 - August 2015
McGladrey January 2015 - April 2015
Oak Family Advisors, LLC January 2012 - December 2014
ITW June 2014 - September 2014
William Engelter & Co February 2014 - April 2014
Acton Institute May 2010 - June 2011
Hope College August 2008 - June 2011
Boy Scouts of America June 2009 - August 2009
Skills
Accounting, Tax Accounting, Financial Reporting, Financial Analysis, Budgets, Data Analysis, Microsoft Office, Leadership, Customer Service, Teamwork, Time Management, Research, Public Speaking, ProTools
Education
DePaul University 2013 — 2015
Bachelor of Science (B.S.), Accounting, Major: 4.0 , Cummulaltive: 3.96
Hope College 2007 — 2011
Bachelor's Degree, Economics and Philosophy, Major 3.67, Cummulative 3.39
McGladrey October 2013 - Present
McGladrey October 2012 - Present
McGladrey December 2010 - October 2012
FR&R 2005 - April 2011
Skills
Income Tax, Tax Research, Partnership Taxation, Accounting, Tax, Tax Preparation
Education
DePaul University 2007 — 2009
Master of Science in Taxation with Distinction, Taxation
University of Illinois at Chicago
Bachelor of Science, Accounting
McGladrey November 2013 - Present
JCF International Ltd. June 2012 - October 2013
McGladrey May 2011 - March 2012
Corvus Group April 2009 - May 2011
RSM McGladrey January 2007 - February 2009
Huron Consulting Group February 2005 - January 2007
National Futures Association 2003 - 2004
Skills
Business Valuation, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Quantum Control, Corporate Finance, Financial Reporting, Restructuring, Auditing, GAAP, US GAAP, Financial Accounting, Finance, Internal Audit, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, Accounting, Internal Controls, Account Reconciliation, Analysis, Cash Flow, Cash Flow Forecasting, Cost Accounting, Enterprise Risk..., Financial Risk, Financial Statements, Forecasting, Forensic Accounting, Hyperion Enterprise, General Ledger, Managerial Finance, Private Equity, Risk Management, Strategic Financial..., Tax, Variance Analysis
Education
DePaul University 2000 — 2003
B.S., Finance and Economics
Alpha Media- Portland, Oregon September 2013 - Present
Nuclear Security Services Corporation 2007 - March 2013
Diamond Security August 1999 - August 2007
McGladrey August 1997 - August 1999
Skills
Risk Assessment, Crisis Management, Access Control, Physical Security, Auditing, Supervisory Skills, Internal Controls, Risk Management, Government, Strategic Planning, Contract Management, Security, Due Diligence, Security Clearance
Education
DePaul University 1990 — 1997
Bachelor of Commerce (B.Com.), Accounting
McGladrey October 2015 - Present
Skills
SOC 1, SOX 404, Model Audit Rule, HIPAA, Windows, Mainframe, Top Secret, TeamMate, COBIT, COSO Framework, Project Management, Risk Management, Foreign Languages, Urdu, Hindi, CISA, PCI DSS, SAS70, Information Security, Enterprise Risk..., ISO 27001, Sarbanes-Oxley Act, IT Audit, Business Analysis, Great Personality, Information Technology, Process Improvement, Risk Assessment, SDLC
Education
DePaul University
Bachelor of Science, Network Technology
DePaul University
MS, IT Project Management (currently pursuing)
Northern Trust June 2010 - Present
Northern Trust December 2007 - June 2010
Northern Trust October 2005 - December 2007
Andrew Corporation September 2003 - October 2005
McGladrey June 2000 - September 2003
Skills
Registered CPA in..., Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Internal Controls, Auditing, Financial Modeling, Finance, Hyperion Enterprise, Process Improvement, Accounting, Financial Accounting, Analysis, Risk Management, Banking, Financial Services, Enterprise Risk..., US GAAP, Financial Planning, Forecasting, Corporate Finance, Financial Risk, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
Northern Illinois University 1997 — 2000
B.S., Accountancy
Vanderloo Financial Services February 2014 - Present
International Fellowship of Christians and Jews September 2011 - February 2014
Quatrro FPO Solutions January 2009 - September 2011
McGladrey 2001 - 2009
Skills
Policy, Not for Profit, Accounting, Non-profits, Nonprofits, Strategy, Leadership, Financial Reporting, Finance, Business Strategy, Analysis, Business Development, Budgets, Business Planning, Management, Change Management, Management Consulting, Governance, Forecasting, Investments, Strategic Financial..., Process Improvement, Grants, Internal Controls, Marketing, Human Resources, Accounts Payable, Auditing, Strategic Planning, Business Process..., General Ledger, Fundraising, Financial Modeling, Financial Analysis, Outsourcing, Risk Management, Managerial Finance, Program Management, Executive Management, Mergers & Acquisitions, Account Reconciliation, Project Management, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1992
MBA, International Business
University of Nebraska-Lincoln 1983 — 1988
Bachelor of Science, Finance
McGladrey October 2014 - Present
McGladrey October 2011 - September 2014
Guggenheim Capital, LLC February 2008 - October 2011
RSM McGladrey September 2007 - February 2008
RSM McGladrey January 2006 - August 2007
Skills
Transfer Pricing, Tax Accounting, Tax Research, Tax Preparation, Tax, Partnership Taxation, Tax Returns, Corporate Tax, Income Tax, Accounting, CPA, Private Equity, Internal Controls, Financial Services, Hedge Funds, ProSystem fx Tax, Consolidation, Fund Of Funds, IRS, US GAAP, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MS, Tax
Illinois State University 2001 — 2005
BS, Accounting
JLL October 2014 - Present
Federal Realty Investment Trust May 2013 - October 2014
Colliers-International April 2012 - May 2013
McGladrey November 2010 - April 2012
Jones Lang LaSalle December 2008 - September 2010
Skills
GAAP, Variance Analysis, Financial Reporting, US GAAP, Financial Statements, Financial Analysis, Accounting, Financial Accounting, General Ledger
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MSA, Accounting
Purdue University 2002 — 2006
Bachelor of Science (B.S.)
Castle High School
Kraft Foods Group April 2012 - Present
Kraft Foods Group April 2010 - April 2012
Kraft Foods Group April 2008 - April 2010
Kraft Foods Group October 2005 - March 2008
Kraft Foods Group October 2003 - October 2005
Kraft Foods Group May 1999 - October 2003
McGladrey February 1997 - May 1999
Smurfit-Stone May 1994 - February 1997
Skills
Financial Analysis, Forecasting, Consumer Products, CPA, MBA, Full P&L Responsibility, Corporate Finance, Executive Reporting, Cross-functional Team..., Cross Functional..., Reporting & Analysis, Financial Reporting, Financial Forecasting, Capital Budgeting, Cost Variance Analysis, Variance Analysis, Financial Modeling, Cost Accounting, Financial Accounting, Budget Process, Strategic Planning, Cost Benefit, Restructuring, Business Process..., Contract analysis, Internal Controls, Presenting to Senior..., Information Systems, Auditing, People Development, Cash Flow Reporting, Accounting, Project Management, Microsoft Excel, Hyperion HFM, Essbase, Smartview
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance & Marketing
Michigan State University - The Eli Broad College of Business
McGladrey January 1997 - Present
McGladrey & Pullen 1997 - Present
American Express Tax & Business Services 1999 - 2005
Checkers, Simon & Rosner LLP 1986 - 1997
Skills
Partnership Taxation, Tax, Tax Research, Income Tax, Accounts Payable, Corporate Tax, CPA, GAAP, Tax Preparation, Tax Accounting, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
MST, Taxation
Illinois State University 1979 — 1983
BS, Accounting
Progeny, A Midmark Company June 2004 - Present
Alpha Sigma Consulting 2001 - 2004
McGladrey 1999 - 2001
Skills
Accounting, Financial Reporting, Financial Analysis, General Ledger, US GAAP, ERP Software, Cost Accounting, Internal Controls, Budget Process, CPA, Microsoft Excel, Crystal Reports, Microsoft SQL Server, Data Analysis, Process Improvement
Education
DePaul University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Eastern Illinois University 1984 — 1986
Bachelor's degree, Accounting and Finance
McGladrey, LLP October 2010 - Present
McGladrey November 1999 - Present
Skills
Employee Relations, Performance Management, Employee Engagement, Compliance, Leadership Development, Compensation, Coaching, Onboarding, Internal Communications, Talent Management, Organizational Design, Organizational..., Executive Coaching, Change Management, Interviewing, HR Strategy, Conflict Resolution, Performance Appraisal, Engagement, Process Improvement, Succession Planning, Restructuring, Change Leadership, Temporary Placement, Interviews, Workforce Planning, Employee Benefits, Deferred Compensation, Personnel Management
Education
DePaul University 2006 — 2007
MA
McGladrey January 2005 - Present
Skills
Corporate Tax, CPA, Tax Accounting, Tax Research, Income Tax, Tax Preparation, Partnership Taxation, Tax, M&A tax, Multi-state tax returns, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
Master of Science, Taxation
University of Illinois at Chicago 2003 — 2004
Master of Science, Accounting
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Accounting
Jessica Velazquez, CPA June 2013 - Present
SHFL entertainment November 2009 - June 2013
Zappos.com October 2008 - November 2009
Ernst & Young January 2008 - September 2008
McGladrey October 2006 - December 2007
PricewaterhouseCoopers 2002 - 2006
Skills
Corporate Tax, Tax Accounting, Tax, Tax Research, Financial Reporting, FIN 48, Tax Advisory, Income Tax, International Tax, FAS 5, Tax Law, FAS109, Tax Returns, Tax Preparation, Sarbanes-Oxley Act, GAAP, Auditing, CPA, Transfer Pricing, Internal Controls, Fixed Assets, US GAAP, Big 4, Accounting, Sales Tax, US Tax, Financial Statements, Restructuring, Account Reconciliation, Corporate Tax Planning, Use Tax, State Tax Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2006
Master, Taxation
Southern Illinois University, Carbondale 1997 — 2001
Bachelor, Accounting
McGladrey May 2013 - Present
L.M. Henderson & Company, LLP August 2009 - May 2013
McGladrey September 2005 - August 2009
Skills
Tax, Tax Preparation, Income Tax, High Net Worth..., Partnership Taxation, Tax Research, Accounting, ProSystem fx Tax, UltraTax CS, BNA Income Tax Planner, GoSystems RS, QuickBooks, Peachtree, Bookkeeping, Auditing, Financial Reporting, Accountants, Corporate Tax, CPA, Financial Accounting, Financial Analysis, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2018
Masters of Science in Taxation (MST)
Indiana University - Kelley School of Business 2000 — 2005
Business, Accounting, Finance
McGladrey May 2014 - Present
Graff, Ballauer & Blanski, P.C. January 2014 - May 2014
E.C. Ortiz and Co., LLP June 2008 - December 2013
Leaf, Dahl and Company, Ltd August 2007 - February 2008
Sterling Partners March 2007 - July 2007
Skills
Financial Statements, QuickBooks, Process Improvement, Accounting, Budgets, Auditing, Account Reconciliation, Analysis, General Ledger, Tax Returns, Financial Audits, ProSystem fx Tax, Financial Reporting, Finance
Education
DePaul University 2002 — 2007
BS, Accountancy & Finance
McGladrey July 2014 - Present
McGladrey January 2006 - Present
Skills
Accounting, Tax, Estate Planning, Income Tax, CPA, Auditing, Financial Reporting, Corporate Tax, Tax Preparation, Partnership Taxation, Financial Planners, Tax Returns, Financial Statements, High Net Worth...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Masters of Science in Taxation, Taxation
The University of South Dakota 2006 — 2007
Masters of Professional Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
Bachelors of Business Administration, Accounting
McGladrey October 2013 - Present
BrookWeiner LLC October 2007 - Present
Baker Tilly UK April 2015 - July 2015
Skills
Tax, Accounting, Auditing, Tax Preparation, Financial Reporting
Education
DePaul University 2006 — 2010
Bachelor of Science (BS), Accounting
McGladrey August 2010 - Present
Friedman and Huey Associates June 2009 - July 2009
Jeff McClusky & Associates June 2007 - August 2007
Skills
Partnership Taxation, State Taxation, Individual Taxation, Tax, Tax Preparation, Federal Tax, Real Estate, REIT, Microsoft Excel, ProSystem fx Tax, US Tax, Tax Advisory, Accounting, CPA, Tax Research, Financial Statements, Tax Accounting, Corporate Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master's, Taxation
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master's, Accounting
University of Illinois at Urbana-Champaign - College of Business 2006 — 2009
Bachelor's, Accounting
McGladrey 2005 - Present
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin & Glasser 1997 - 1999
Skills
Tax, Partnership Taxation, Income Tax, Accounting, Tax Research, Corporate Tax, Tax Preparation, CPA, Tax Returns, Tax Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Masters of Science in Taxation
Northern Illinois University 1993 — 1997
Bachelors of Science Accountancy
Kaneland High School
McGladrey October 2012 - Present
McGladrey LLP October 2010 - September 2012
RSM McGladrey, Inc October 2008 - September 2010
RSM McGladrey, Inc September 2006 - September 2008
Skills
Tax, CPA, Tax Returns, High Net Worth..., Tax Advisory, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, General Ledger, QuickBooks, Partnership Taxation, Account Reconciliation, S Corporations, Microsoft Excel, Mergers, US Tax, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
Masters of Science in Taxation
North Central College 2002 — 2006
B.S., Accounting
Central Square Management, LLC August 2015 - Present
Cedar Hill Associates January 2012 - July 2015
McGladrey May 2011 - December 2011
McGladrey April 2005 - April 2011
McGladrey September 2001 - April 2005
Skills
Financial Reporting, Hedge Funds, Accounting, Fund Of Funds, Private Equity, SEC filings, Auditing, Tax, Partnership Taxation, Financial Analysis, CPA, GAAP, Internal Controls, Valuation, Due Diligence, Investments, Financial Accounting, Fund Accounting, Financial Modeling, Tax Research, Internal Audit, Portfolio Management, Budgets, Finance, Corporate Finance, Enterprise Risk..., Mutual Funds, Assurance, Alternative Investments, Financial Audits, Management, US GAAP, Analysis, Financial Services
Education
DePaul University 1997 — 2001
Bachelors, Accounting / MIS
DePaul University
McGladrey 2002 - Present
Skills
International Tax, FIN 48, Income Tax, Tax Accounting, Corporate Tax, Tax Research, Tax, US Tax, CPA, Tax Advisory, Transfer Pricing, Tax Law, FAS 5
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2006
MST, Masters of Science in Taxation
McGladrey August 1994 - Present
KPMG US August 1983 - August 1994
Skills
Mergers, SEC filings, Income Tax, Corporate Tax, Tax, Private Equity, FIN 48, Partnership Taxation, Tax Research, Tax Advisory, GAAP, CPA, Accounting, US Tax, Auditing, Tax Preparation, Tax Accounting, Due Diligence, International Tax, Mergers & Acquisitions, US GAAP, Sarbanes-Oxley Act, Internal Audit, Tax Law, State Tax, Forensic Accounting, Tax Returns, Assurance
Education
Indiana University Bloomington 1979 — 1982
Bachelor of Science (B.S.), Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (M.S.), Taxation
McGladrey May 2015 - Present
McGladrey January 2004 - April 2015
WOODWARD GOVERNOR COMPANY May 1994 - December 2003
Coopers & Lybrand 1989 - 1994
Skills
Corporate Tax, FIN 48, Tax Accounting, Tax, Income Tax, US Tax, CPA, Tax Preparation, Tax Research, SEC filings, Tax Advisory, State Tax, Transfer Pricing, FAS109, Accounting, Tax Returns, Financial Reporting
Education
Northern Illinois University 1983 — 1988
BS, ACCOUNTANCY
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, TAXATION
McGladrey September 2006 - Present
North Central College 2002 - 2006
Skills
Accounting, Tax, Non-profits, Quickbooks, Excel, Word, PowerPoint, Research, Tax Research
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Science (MS), Taxation
North Central College 2002 — 2006
BA, Accounting, Entrepreneurship
McGladrey September 2007 - Present
Skills
Tax Accounting, Tax Research, Partnership Taxation, Corporate Tax, FIN 48
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Master of Taxation, Accounting
Illinois State University 2002 — 2007
Bachelor of Applied Science (BASc), Accounting and Marketing
The Marmon Group February 2014 - Present
The Marmon Group January 2013 - February 2014
The Marmon Group May 2008 - December 2012
McGladrey June 2007 - May 2008
Skills
CPA, Financial Reporting, Internal Controls, Accounting, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2015
Master of Business Administration (MBA)
DePaul University 2005 — 2007
Bachelor's degree, Accounting
McGladrey January 2005 - Present
Northern Trust July 2004 - December 2004
Education
DePaul University
Master of Science, Taxation
DePaul University
Bachelor of Science, Accountancy
EY July 2014 - Present
McGladrey January 2009 - June 2014
HPL&S Inc July 2005 - December 2008
Skills
Tax Preparation, Tax Planning, Tax Consulting, Tax Research, Income Tax, Tax Compliance, Corporate Tax, Tax Returns, Tax Accounting, Partnership Taxation, Tax Audits, Tax Advisory, Financial Planners, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MST, Tax
Elmhurst College 2007 — 2009
MPA, Accounting
Western Illinois University 2001 — 2004
Bachelor of Arts, Economics
University of Northern Colorado September 1983 - June 1987
McGladrey October 1974 - January 1977
Skills
Tax Preparation, Stock Trading, Trustee
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1967 — 1972
Master of Business Administration (MBA), Finance, General
University of Northern Colorado
Doctor of Philosophy (Ph.D.), Educational Psychology
Fine Point Consulting, LLC June 2013 - Present
McGladrey November 2010 - May 2013
Skills
Auditing, CPA, Banking, Financial Reporting, GAAP, US GAAP, Sarbanes-Oxley Act
Education
DePaul University 2006 — 2010
B.S., Accounting
E.ON Climate & Renewables North America August 2014 - Present
McGladrey January 2011 - August 2014
Howard Brown Health Center March 2010 - December 2010
DePaul University January 2010 - November 2010
Skills
Financial Reporting, Accounting, Financial Analysis, GAAP, US GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Statements, Accounts Payable, Financial Audits, Financial Accounting, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
Master's degree, Accountancy
University of Tennessee 2003 — 2007
BS, Accountancy
McGladrey January 2015 - Present
WahlTek, Inc. February 2013 - Present
Cari Ann Photography August 1999 - Present
Bankers Trust Company August 1999 - October 2012
Principal Financial Group August 1993 - August 1999
Skills
Microsoft Office, Internet, Adobe Fireworks, Adobe Acrobat, Adobe Photodeluxe, Corporate Communications, Community Outreach, Research, Organization, Management, Change Management, Volunteering, Flexibility, Close Attention to..., Customer Service, Board Relations, Non-profit..., Financial Reporting, Analysis, Collaborative Problem..., Teamwork
Education
Upper Iowa University 1995 — 1997
Bachelor's degree, Business Management
Des Moines Area Community College
Web Development
Deloitte Consulting October 2015 - Present
Protiviti July 2014 - September 2015
McGladrey July 2012 - July 2014
Delta Engineering Group September 2011 - January 2012
PNC June 2011 - August 2011
Green's Landscaping March 2007 - October 2010
Skills
Customer Service, Microsoft Excel, Access, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Finance, Accounting, Outlook, Sales, Financial Modeling, Data Analysis, Strategic Financial..., Mac OS X, Forecasting, Public Speaking, Research, Corporate Finance
Education
DePaul University 2010 — 2012
Bachelor's of Science, Finance
McGladrey January 2011 - Present
Leaf & Cole, LLP July 2007 - January 2011
Accounting Firms January 2000 - July 2007
Skills
Federal Taxation, Bookkeeping, SALT, Corporate Tax, Individual Taxation, Compilation, Tax, Accounting, Fixed Assets, Income Tax, Tax Research, Tax Returns, Lacerte, Preparation, Tax Preparation, Financial Reporting, Financial Accounting, CPA, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Masters, Taxation
Keller Graduate School of Management of DeVry University 2008 — 2010
MBA, Accountancy
San Diego State University-California State University 2002 — 2004
BS, Accountancy
McGladrey October 2015 - Present
McGladrey August 2014 - September 2015
McGladrey January 2013 - June 2014
Tarantino's May 2011 - December 2012
A. Finkl & Sons Co. November 2011 - May 2012
Skills
Tax Preparation, Tax Returns, Partnership Taxation, Corporate Tax, Accounting, Microsoft Excel, Financial Accounting, Microsoft Word, Financial Analysis, PowerPoint, Microsoft Office, Accounts Payable, Data Entry, Customer Service, Outlook, Budget, Inventory Management, Spreadsheets, Teamwork, Organization
Education
DePaul University 2010 — 2014
Bachelor's Degree, Accountancy & Management
McGladrey October 2012 - Present
Skills
Internal Controls, Financial Reporting, Auditing, GAAP, GAAS, Accounting, US GAAP, CPA, Sarbanes-Oxley Act
Education
DePaul University 2010 — 2012
Bachelors, Management Information System and Accounting
EY October 2014 - Present
PwC October 2013 - October 2014
McGladrey October 2011 - October 2013
Porsche Financial Services, Inc October 2009 - November 2010
Thaakat Foundation April 2008 - January 2010
WTAS September 2008 - December 2008
Skills
Account Reconciliation, Accounting, Auditing, Accounts Payable, Tax, Invoicing, Management, Recruiting, Sales, Fundraising, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Tax Returns, Financial Accounting
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting and Management Information Systems
McGladrey October 2014 - Present
McGladrey August 2012 - October 2014
PrepMe August 2011 - November 2011
United Credit Union 2006 - 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Mandarin, Accounting, Tax, Customer Service
Education
DePaul University 2010 — 2011
Bachelor of Science, Accounting
McGladrey September 2005 - Present
Skills
Tax Research, Partnership Taxation, Tax Preparation, Income Tax, Tax Accounting, CPA, Tax Returns, Accounting, GAAP, Tax, Fund Of Funds, Corporate Tax, International Tax, US GAAP, Hedge Funds, ProSystem fx Tax, US Tax, Tax Advisory, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2005
Master of Science (MS), Taxation
University of Illinois at Chicago 1999 — 2003
Bachelor of Science (BS), Accounting
McGladrey October 2014 - Present
Menards April 2012 - May 2014
Menards April 2012 - May 2014
McGladrey June 2013 - September 2013
Friedman & Huey Associates, LLP January 2013 - April 2013
JCPenney October 2009 - April 2012
TGI Fridays February 2007 - October 2009
Skills
Customer Service, QuickBooks, Microsoft Office, Typing, Time Management, Customer Satisfaction, Budgets, Accounting, Data Entry, Retail, Inventory Management, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Facebook, Teamwork, Payroll, Auditing, Tax
Education
DePaul University 2012 — 2014
Bachelors of Science in Business, Accountancy, 3.87
Wilbur Wright College
Associate of Science (A.S.), Accounting, 3.5
McGladrey January 2014 - July 2015
D'Andrea & Associates, Ltd. January 2013 - June 2013
Best Cutting Die Co December 2010 - December 2010
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Economics
Whitney Young High School
EBUSINESS STRATEGIES LLC November 2012 - Present
Deloitte December 2003 - October 2012
McGladrey December 2001 - December 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
Master of Science (MS), Accounting
Northwestern University 1991 — 1995
Bachelor of Science (BS), Chemical Engineering
Midland National Life Insurance Company June 2013 - Present
McGladrey July 2007 - June 2013
Skills
GAAP and STAT Financial..., Accounting for Annuities, Individual and..., CPA, Accounting, Financial Reporting, Tax, Auditing, Internal Controls, Financial Accounting, Corporate Tax, Sarbanes-Oxley Act, Financial Statements, General Ledger
Education
DePaul University 2010 — 2012
Master of Taxation, Tax, 3.8
Iowa State University - College of Business 2002 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.8
McGladrey October 2014 - Present
McGladrey November 2013 - October 2014
McGladrey November 2011 - September 2013
Skills
Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Returns, CPA, Tax Research, Microsoft Excel, Tax Accounting, Accounting
Education
DePaul University
Master of Science in Tax, Tax
Northern Illinois University - College of Business
Bachelor of Science (BS), Accounting
Northern Illinois University - College of Business
Master of Accounting Science, Accounting - Tax
Talent Partners February 2015 - June 2015
Dodi Management Group LLC 2005 - 2014
McGladrey 1995 - 2005
KPMG US September 1992 - October 1995
Skills
Financial Reporting, Tax, Internal Controls, Auditing, Accounting
Education
DePaul University
Masters of Science in Taxation
St. Mary's College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Concentrations in Accounting and Finance