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
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
McGladrey September 2013 - Present
Hosmer Toyota August 2012 - September 2013
Hosmer Honda of Mason City August 2012 - September 2013
Lyons Toyota August 2007 - August 2012
Prairie Ridge Addiction Treatment March 2006 - May 2007
Skills
Automotive, Google Chrome, Facebook, Research, Travel Arrangements, Meeting Planning, Online Marketing, SEO, Social Media Marketing, Social Media, Customer Service, Team Building, Google Analytics, E-commerce, Digital Marketing, Customer Satisfaction, Online Research, Online Advertising, SEM, Customer Retention, Email Marketing, Lead Generation, Sales Process, Dealers, Social Networking, Vehicles, Retail, Web Analytics, Salesforce.com, B2B, Advertising, Microsoft Office
Education
Ellsworth Community College 1997 — 1997
Liberal Arts and Sciences/Liberal Studies
Des Moines Area Community College 1996 — 1997
Liberal Arts and Sciences/Liberal Studies
Hubbard Radcliffe High School
Hubbard Radcliffe High School
McGladrey Audit InternKDVJanuary 2014 - May 2014
Drake University August 2012 - December 2013
Drake University September 2012 - May 2013
Jerry's Foods August 2008 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Teamwork, Public Speaking, Windows, English, Time Management, Access, Problem Solving, Leadership, Team Leadership, Management, Accounting
Education
Drake University 2011 — 2015
Bachelor’s Degree, Accounting
McGladrey February 2001 - Present
Tedder, James, Worden & Associates, P.A. 2001 - 2006
Concord Management February 1997 - February 2001
Skills
GAAP, CPA, Internal Controls, Auditing, Accounting, SEC filings, Financial Reporting, Financial Statements, US GAAP, Sarbanes-Oxley Act, Financial Accounting, External Audit
Education
Marist College 1994 — 1996
BS, Accounting
Dutchess Community College 1992 — 1994
AS, Business Administration
Independent Consultant / Contractor October 2010 - Present
Institute of Internal Auditors - Philadelphia Chapter July 2012 - Present
ISACA Philadelphia Chapter July 2013 - Present
Kalpana Kirit Varia Charitable Trust September 2007 - Present
McGladrey November 2012 - May 2014
TD February 2012 - November 2012
Grant Thornton LLP December 2007 - October 2010
Grant Thornton December 2007 - July 2008
GR Consulting 2006 - 2007
Protiviti August 2005 - March 2006
Skills
Internal Audit, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Process Improvement, IT Audit, Management Consulting, Financial Risk, Internal Controls, Financial Reporting, Sarbanes-Oxley, Business Process..., Auditing, Management, Governance, Strategy, Leadership, Banking, Financial Services, Strategic Planning, Training, Business Development, Executive Management, Business Process, Mergers & Acquisitions, Risk Assessment, Policy
Education
Drexel University 2002 — 2003
MBA, Accounting and MIS
Temple University 1994 — 1998
BBA, Finance and Economics
North Penn High School 1991 — 1994
Diploma
University of Phoenix
McGladrey September 2013 - Present
Grant Thornton LLP October 2011 - September 2013
Defense Contract Audit Agency June 2010 - October 2011
McGladrey & Pullen June 2009 - July 2009
Wipfli LLP January 2009 - April 2009
Skills
Government Accounting, Audit, GAAP, Internal Controls, Accounting, Yellow Book, FASB, US GAAP, External Audit, SEC filings, CPA, Assurance, SOX 404, Auditing, Financial Statements, Teaching
Education
North Dakota State University 2006 — 2010
Bachelor of Science, Accountancy
Dickinson State University 2005 — 2006
McGladrey July 2013 - Present
Wal-Mart July 2012 - June 2013
St. Joseph's Early Learning Center August 2011 - June 2012
McGladrey July 2010 - August 2011
Wendy's 2007 - June 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Adobe, Microsoft Office, PowerPoint
Education
DeVry University-Illinois 2012 — 2016
Bachelor of Business Administration (B.B.A.), Small Business Administration/Management
Harold Washington Community College 2009 — 2011
Sogeti USA May 2014 - Present
American Heart Association November 2014 - Present
Rotary Club of Des Moines January 2000 - Present
Alliance Technologies 2006 - May 2014
Right Management 2002 - 2005
Compuware Corporation 1999 - 2001
McGladrey 1995 - 1999
Meredith Corporation 1986 - 1995
Skills
Strategy, Management, New Business Development, Marketing, Sales, Enterprise Software, Solution Selling, Sales Management, Business Intelligence, Consulting, Change Management, Leadership, Product Management, Integrated Marketing, Executive Management, Project Planning, Professional Services, CRM, Budgets
Education
Iowa State University
Bachelor of Arts -- Double Major - JLMC & Speech; Minor - Business
Drake University
Business Management
McGladrey December 2014 - Present
FedEx Services February 2012 - November 2014
Hampton Inn July 2009 - July 2011
North Carolina National Guard March 2003 - June 2009
Gordon's Golf & Ski October 2006 - November 2008
Boy Scouts of America Old Hickory Council May 2007 - August 2008
Skills
Auditing, Internal Audit, Financial Accounting, Internal Controls, Risk Assessment, Risk Management, Microsoft Excel, Business Objects, Lotus Notes, Situational Leadership, Project Planning, Customer Service, Archer, Leadership, Financial Reporting
Education
East Carolina University - College of Business 2010 — 2011
MS, Accounting
East Carolina University - College of Business 2005 — 2010
BS, Business Administration - Management Accounting
Grant Thornton LLP March 2015 - Present
Elliott Davis, LLC January 2014 - December 2014
McGladrey May 2006 - January 2014
Grant Thornton LLP January 2001 - May 2006
Skills
Tax, State Tax, Tax Research, Income Tax, Corporate Tax, Tax Accounting, CPA, Tax Preparation, Partnership Taxation, Tax Returns, Sales Tax, SALT, FIN 48, S Corporations, Use Tax, US Tax, International Tax, ProSystem fx Tax, Property Tax
Education
East Carolina University - College of Business 1995 — 2000
Master's of Science, Accounting
East Carolina University 1994 — 2000
Master's degree, Accounting
GAMM Investments, LLC November 2009 - Present
Pella Products of KC, Inc. May 2009 - August 2013
Pella Products of KC, Inc. March 2001 - April 2009
Pella Corporation June 1999 - February 2001
Pella Corporation February 1993 - May 1999
McGladrey July 1988 - February 1993
Skills
Auditing, Microsoft Excel, Finance, Leadership, Management, Investments, Business Development, Internal Audit, Forecasting, Accounting, Credit, Process Improvement, Financial Analysis, Direct Sales, Mergers & Acquisitions, Business Planning, Cash Flow, Financial Reporting, Managerial Finance, Consolidation, Financial Accounting, Strategic Financial..., CPA, Cost Accounting, GAAP, Cash Management, Cash Flow Forecasting, Variance Analysis
Education
Drake University 1998 — 2000
Master of Business Administration (M.B.A.)
University of Iowa 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey September 2006 - Present
Wells Fargo Financial January 2005 - September 2006
Kum & Go, L.C October 2001 - December 2004
Skills
GAAP, Auditing, Accounting, Assurance, CPA, US GAAP, Internal Controls, Financial Accounting, Financial Reporting, External Audit, General Ledger, Account Reconciliation, Management
Education
Drake University 2005 — 2006
Master's in Business Administration
Drake University 2001 — 2004
Bachelor's in Business Administration, Accounting
McGladrey June 2013 - Present
KPMG December 2010 - May 2013
RTI International August 2009 - December 2010
Aon Consulting July 2006 - May 2008
Skills
Corporate Finance, Investments, Analysis, Tax, Data Analysis, Market Research, Cash Management, Financial Reporting, Financial Analysis, Financial Accounting, Due Diligence, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MAC
Duke University 2002 — 2006
BA
ComEd / System One Holdings August 2015 - Present
ComEd/System One Holdings April 2014 - August 2015
Private Company April 2014 - April 2014
Bibby Financial Services September 2013 - February 2014
Greene Accounting & Financial Solutions July 2013 - January 2014
McGladrey December 2012 - January 2013
Boulder Tax and Accounting LLC May 2012 - January 2013
Office of Will County Auditor January 2012 - April 2012
Lowe's Home Improvement August 2006 - March 2012
Pasquinelli Construction February 2006 - January 2007
Skills
Accounting, Microsoft Excel, Internal Controls, JDE Enterprise One, QuickBooks, Account Reconciliation, Grants, Financial Statements, Auditing, Financial Accounting, Invoicing, Cash Flow, Finance, Audit, Microsoft Office, Tax, Asset Security, Kronos, AS400, AP Voucher Audit, Lacerte, Tax Preparation, US GAAP, IBM iSeries, Bookkeeping, Managerial Finance, Operating Reports, GAAS, Accounting Information..., Bank Reconciliation, Accounts Payable, Variance Analysis, Journal Entries, Income Tax, Financial Audits, Corporate Tax, General Ledger, Financial Reporting, GAAP, Sarbanes-Oxley Act, Cadence, Analysis, Accruals, Cash Management, Internal Audit, Cost Accounting, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MAFM, Masters of Accounting/Finance
DeVry University 2002 — 2008
Bachelor of Science Business Administration, Security
McGladrey January 2015 - Present
McGladrey January 2013 - August 2013
Hilton Worldwide August 2010 - January 2013
Credit Suisse May 2012 - August 2012
Harper's Restaurant March 2009 - August 2010
The Counter December 2007 - July 2008
Skills
Restaurants, Customer Satisfaction, Organization, Microsoft Excel, Outlook, Client Service Oriented, Internal Controls, Caseware, IDEA, Microsoft Word, PowerPoint, Hotels, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Accounting, Accounting
Education
East Carolina University - College of Business 2013 — 2014
Masters of Science in Accounting
East Carolina University - College of Business 2008 — 2012
Bachelor of Science, Business Administration, Accounting
Myers Park High School 2004 — 2008
McGladrey October 2014 - Present
McGladrey January 2012 - September 2014
McGladrey (f/k/a Caturano and Company) October 2009 - December 2011
Caturano and Company September 2007 - September 2009
Massachusetts Appellate Tax Board February 2007 - May 2007
Massachusetts Department of Revenue August 2005 - November 2005
Skills
Tax, Mergers & Acquisitions, Mergers, Corporate Tax, Accounting, Income Tax, Tax Preparation, Business Valuation, Due Diligence, Tax Research, Financial Reporting, Legal Research, Tax Law, Microsoft Excel
Education
Northeastern University School of Law 2004 — 2007
Doctor of Law (JD)
Drexel University - LeBow College of Business 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
Biocomposites Inc. January 2013 - Present
McGladrey August 2007 - December 2012
KPMG August 2006 - August 2007
Skills
SEC filings, Auditing, Assurance, External Audit, Internal Controls, Revenue Recognition, US GAAP, FASB, CPA, GAAP, Tax Research, General Ledger, Financial Analysis, Financial Statements, Income Tax, Sarbanes-Oxley Act, SOX 404, Big 4, Financial Reporting, Financial Forecasting, ProSystem fx Tax, Tax Returns, Corporate Tax, Accounts Payable, Fixed Assets, Accounting, Sarbanes-Oxley, Accounts Receivable, QuickBooks, Tax Preparation, Financial Accounting, Account Reconciliation, Partnership Taxation, Tax Accounting, Tax, Year-end Close, Accruals
Education
East Carolina University 2005 — 2006
Master of Science in Accounting, Management Accounting
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Science, Business Administration - Accounting
McGladrey May 2015 - Present
McGladrey January 2015 - April 2015
Bansley and Kiener LLP January 2014 - April 2014
Dominican University August 2010 - April 2014
Holy Cannoli's December 2011 - December 2013
Detroit Tigers June 2009 - October 2011
Skills
Sports, Microsoft Word, PowerPoint, Professional..., Microsoft Excel, General Ledger, Intercollegiate..., Teamwork, Social Media, Microsoft Office, Team Leadership, Research, English, Mac, Windows, Peachtree, Public Speaking, QuickBooks, Tax Preparation, Tax Returns
Education
Dominican University 2010 — 2014
Bachelor's Degree, Accounting
Daughtridge Gas & Oil Company December 1999 - Present
McGladrey June 1986 - November 1999
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Forecasting, Managerial Finance, Cash Management, Cash Flow, Variance Analysis, Sarbanes-Oxley Act, Financial Audits, Cost Accounting, US GAAP, Consolidation, Revenue Recognition, Auditing, GAAP, Team Building, Customer Service
Education
East Carolina University 1984 — 1986
Bachelor of Science in Accounting, Accounting
TOSHIBA Global Commerce Solutions, Inc December 2013 - Present
McGladrey August 2012 - December 2013
East Carolina University 2011 - 2011
Walmart 2008 - 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Accounting, US GAAP, Internal Audit, Financial Statements, Financial Accounting, General Ledger, Financial Analysis, Forecasting, Assurance, Finance, Microsoft Excel, Budgets, Income Statement, External Audit, Sarbanes-Oxley, Fixed Assets, GAAP, SEC filings, Financial Audits
Education
East Carolina University 2011 — 2012
Master of Science in Accounting, Accounting, 3.71/4.00
University of North Carolina at Charlotte 2006 — 2008
BSBA, Accounting
McGladrey January 2014 - Present
Murphy & Bunch CPAs, PA September 2009 - December 2013
Rose's Gymnastics August 2005 - December 2013
Skills
Leadership, Program Management, Auditing, Microsoft Word, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Time Management
Education
East Carolina University 2012 — 2013
Master's degree, Accounting, GPA 3.9
May 2009East Carolina University College of Business 2005 — 2009
Bachelor of Science, Business Administration, Accounting Accounting
NCP, Inc. Supervisor - State and Local TaxesMcGladrey2004 - 2009
McGladrey 2004 - 2009
Skills
Financial Analysis, Microsoft Excel, Corporate Tax, Tax Accounting, Tax Preparation, Financial Accounting, GAAP, Strategic Planning
Education
Drake University
Exelon July 2014 - Present
McGladrey October 2012 - July 2014
McGladrey June 2011 - July 2011
Skills
US GAAP, GAAP, CPA, Assurance, External Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Statements, Financial Reporting, Accounting
Education
Drake University 2011 — 2012
Masters in Accounting, Accounting
Drake University 2008 — 2011
BSBA, Accounting/ Finance
McGladrey January 2015 - Present
Iowa State University February 2013 - December 2014
Transamerica May 2014 - August 2014
Dublin Bay October 2008 - May 2013
Skills
Leadership, Customer Service, Training, Troubleshooting, Teamwork, Communication Skills, Microsoft Office, Business Analysis, Project Management, Management, Public Speaking, Microsoft Excel, Networking, Higher Education
Education
Iowa State University 2010 — 2014
Bachelor of Science (BS), Management Information Systems, General
Des Moines Area Community College 2009 — 2010
AW North Carolina May 2014 - Present
Keihin North America, Inc April 2009 - May 2014
Keihin North America, Inc July 2005 - March 2009
Keihin North America, Inc July 2000 - June 2005
Fulton & Freeman, CPAs November 1993 - June 2000
McGladrey July 1990 - October 1993
Skills
Forecasting, Process Improvement, Auditing, Financial Analysis, Manufacturing, Budgets, Purchasing, Continuous Improvement, Microsoft Office, Human Resources, Financial Accounting, Cost Accounting, Employee Benefits, Policy Analysis, Process Flow, Logistics, Banking, ERP Software, Glovia, Visio, Cognos, FAS, US GAAP, Sarbanes-Oxley, ERP, Management, Sarbanes-Oxley Act, 5S, Lean Manufacturing
Education
East Carolina University 1984 — 1990
Bachelor of Science (BS), Accounting
McGladrey August 2012 - Present
Deloitte June 2010 - August 2012
KPMG September 2005 - January 2010
Grant Thornton LLP June 2002 - September 2005
Arthur Andersen LLP January 1999 - May 2002
Skills
Tax Research, US Tax, Tax, Income Tax, Corporate Tax, Tax Accounting, International Tax, Partnership Taxation, SEC filings, CPA, FIN 48
Education
East Carolina University 1994 — 1998
MSA, Accounting
East Carolina University - College of Business 1994 — 1998
MSA, Accounting
McGladrey October 2013 - Present
Junior Guild of Rocky Mount June 2014 - Present
Junior Guild of Rocky Mount June 2010 - May 2014
McGladrey LLP August 2002 - September 2013
Taft, Taft, & Haigler, PA June 1997 - August 2002
Arthur Andersen May 2001 - August 2001
Skills
Auditing, Accounting, Internal Controls, Assurance, Financial Reporting, GAAP, Tax, CPA, Nonprofits, External Audit, Healthcare, Finance, Accounts Receivable, US GAAP, Accounts Payable, Compliance Audits, Compliance, Payroll, Financial Statements
Education
McGladrey Leadership Development Program 2008 — 2010
Leadership Rocky Mount 2008 — 2009
East Carolina University 1997 — 2002
MSA, Accounting
CHS September 2015 - Present
McGladrey June 2013 - September 2015
Wipfli LLP December 2009 - May 2013
Wipfli LLP December 2007 - December 2009
Wipfli LLP July 2005 - December 2007
Friends of the Family, Inc. December 2002 - June 2005
Marriott International May 2002 - November 2002
TekSystems September 2001 - April 2002
R&R Realty Group 1999 - 2001
Skills
Business Analysis, Business Process..., Technology Planning, Information Technology, Technology Management, Security, Business Strategy, Leadership, Technology Development, Organizational..., Budgets, Business Development, Six Sigma, Lean Operations, Technical Management, Technical Analysis, Non-profits, Policy Analysis, Budget Management, Technology Alignment, Nonprofits, Business Intelligence, Windows Server, Project Management, Management, Consulting, Management Consulting, Strategy, Strategic Planning, Process Improvement
Education
Drake University 1997 — 2001
BSBA, Management Information Systems
Dover High School 1993 — 1997
BH Management Services, LLC March 2015 - Present
Barton Solvents May 2014 - February 2015
McGladrey January 2013 - May 2014
C.H. Robinson June 2012 - December 2012
Skills
General Ledger, Accounting, Payroll
Education
Iowa Wesleyan College 2011 — 2013
Bachelor's of Science, Accounting
Des Moines Area Community College 2006 — 2009
Associate of Arts (A.A.), Accounting
Korn/Ferry International September 2010 - Present
McGladrey February 2009 - August 2010
Skills
Microsoft Office, Organization, Highly detail oriented, Adaptability, Efficiency, Streamlining Operations, Talent Management, Time Management, Organizational Structure, Global Cross-Functional..., PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Leadership, Strategic Planning, Organizational..., Accountability, Coaching, Career Development, Human Resources, Leadership Development
Education
Luther Seminary 2005 — 2010
Master of Divinity (M.Div.), Theology/Theological Studies
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts (B.A.), History
Dunwoody College of Technology
Ohio University
St. Paul Central
McGladrey August 2015 - Present
Education
Drexel University 2007 — 2012
Bachelor of Science
Holy Ghost Preparatory School 2003 — 2007
High School
G&K Services April 2015 - Present
RBC February 2013 - April 2015
WJFarrow Services LLC February 2002 - January 2013
Fredrikson & Byron Human Resources Consulting Group April 2001 - February 2002
McGladrey October 1999 - April 2001
MRA/Trusight September 1989 - October 1999
Skills
Affirmative Action..., Applicant Tracking..., Training & Development, Staffing & Recruitment, OFCCP, HR Consulting, Human Capital Management, Business Management, Office Administration, HR Strategy, EEO Compliance, Management, Employee Training, Training, Personnel Management, Program Management, Labor Relations, Recruiting, Employee Relations, Succession Planning
Education
Drake University
Bachelor of Arts (BA), Public Administration, Social Sciences
University of Minnesota - Carlson School of Management
Master of Arts in Industrial Relations (MAIR), Labor and Industrial Relations
Career Passion® Coach 1997 - Present
Professional Associations & Companies 1997 - Present
National Speakers Association - Austin 1996 - Present
Association for Talent Development (ATD) 2014 - 2014
Launch Pad Job Club 2000 - 2014
BNSF Railway April 2003 - February 2012
Landmark Education 1997 - 2009
Dell 1998 - 2007
The Principal Financial Group August 1993 - April 1997
McGladrey January 1989 - April 1993
Skills
Career Counseling, Training, Coaching, Resume Writing, Interviews, Leadership, Public Speaking, Interview Preparation, Workshop Facilitation, Career Management, Staff Development, Leadership Development, Management, Instructional Design, Career Development, Executive Coaching, Strategy, Start-ups, Curriculum Design, Resume, Motivational Speaking, Marketing, Job Search, Training Delivery, Organizational..., Human Resources, Teaching, Outplacement, Presentation Coaching, Career Advising, Keynote, MBTI, Employee Training, Executive Development, Networking, DISC, Organizational..., Workshops, Succession Planning, Business Coaching, Keynote Speaking, conference presentations, Facilitators
Education
Professional Career Manager (PCM) 2012 — 2012
National Society of Career Managers
Drake University 1969 — 1972
Bachelor's Degree
QCI January 2014 - Present
McGladrey May 2013 - January 2014
Aviva USA May 2012 - January 2013
The Achivement Group March 2011 - June 2012
Iowa Department of Natural Resources March 2008 - August 2011
Hy-Vee, Inc. July 2006 - August 2011
Skills
Windows, SQL, Computer Hardware, Network Administration, Firewalls, Disaster Recovery, Strategic Planning, Business Development, Systems Thinking, Technology Consulting, Self-starter, Troubleshooting, Virtualization, Group Policy, Linux, Business Analysis, VMware ESX, VMware Infrastructure, SCCM, Citrix, Epic Systems, Consulting
Education
Iowa State University - College of Business 2011 — 2013
Bachelor of Science (B.S.), Management Information Systems
Des Moines Area Community College 2009 — 2011
Associate of Science (A.S.), Management Information Systems
covello June 2014 - Present
nxs solutions Inc. February 2012 - May 2014
East Carolina University - College of Education August 2013 - January 2014
McGladrey January 2013 - April 2013
EdVenture Partners January 2012 - May 2012
SenoJ Event Planning & Strategy Group January 2007 - December 2011
East Carolina University - Philosophy Department August 2010 - August 2011
Alumni Association - East Carolina University August 2010 - January 2011
Legacies Speak June 2007 - May 2010
Starbucks Coffee Company August 2007 - May 2009
Skills
FASB Codification, IFRS, XBRL, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Bookkeeping, Strategic Planning, Public Speaking, SPIN Trained, Customer Relationship..., Microsoft Office, Social Media Marketing, Team Building, Budgeting, Promotions, Marketing Strategy, Event Planning, Problem Solving, Coaching, Access, Word, PowerPoint, Excel, Windows, Microsoft Excel, Customer Service, Research, Budgets, Tax Accounting, Tax Preparation, Microsoft Word, Teamwork, Inventory Management, Leadership, Project Management, Data Analysis, Critical Thinking, Finance, Social Media, Marketing, General Ledger, QuickBooks, Tax, Outlook, Public Relations, Nonprofits, Small Business, CRM
Education
East Carolina University - College of Business 2012 — 2014
Master of Science in Accountancy (MSA), Taxation
East Carolina University - College of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
East Carolina University - College of Business 2007 — 2012
Bachelors of Science in Business Administration, Double Major: Accounting & Marketing
McGladrey May 2013 - Present
Argus Management Corp 2010 - April 2013
RAS Management Advisors, LLC January 2009 - April 2013
CFO Systems LLC 2012 - 2012
Monarch Holdings September 2008 - March 2010
Medifacts International November 2006 - April 2008
Nuvex Ingredients March 2003 - October 2006
Pella Plastics October 2001 - March 2003
GMT Corporation December 1994 - October 2001
Skills
Restructuring, Crisis Management, Cost Management, Manufacturing, Management Consulting, Business Strategy, Change Management, Turn Around Management, Mergers & Acquisitions, Management, Private Equity, Leadership, Strategic Planning, Finance, Venture Capital, Process Improvement, Accounting, Strategy, Financial Analysis, Executive Management, Marketing
Education
University of Nebraska-Lincoln 1979 — 1989
BS, Business Admin / Accounting
Doane College 1977 — 1980
Cornerstone CPAs, LLC June 2015 - Present
Vranes, Coffman, Roberts, CPAs January 2014 - June 2015
Payan & Miles, LLC Certified Public Accountants November 2011 - January 2014
Sellers Miles CPAs, Ltd. January 2006 - November 2011
McGladrey 2000 - 2002
Skills
Small Business, Financial Accounting, Accounting, Consulting, Tax, Budgets, Tax Preparation, Start-ups, Bookkeeping, Estate Planning, Income Tax, Strategic Planning, CPA, Tax Accounting, Auditing
Education
The Aji Network 2007 — 2009
Utah State University 1999 — 2001
MBA, Accounting
Southern Utah University 1998 — 1999
B.A. Accounting
Dixie State College 1993 — 1998
A.S. Science
Tillman PES, LLC November 2014 - Present
McGladrey January 2002 - October 2014
Skills
Accounting, Financial Reporting, Auditing, Private Equity, Financial Analysis, Internal Controls, Financial Services, Mergers, Due Diligence, Business Valuation, Tax, Valuation, Finance, US GAAP, SEC filings, Investments, GAAP, CPA
Education
Dominican University 1998 — 2005
BS/MBA, Accounting
McGladrey June 2015 - Present
Murphy And Bunch CPA August 2013 - May 2015
Smith Anderson May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, Accounting, Bookkeeping, QuickBooks, Financial Accounting, Accounts Payable, Accounts Receivable, General Ledger, Time Management, Spreadsheets, Cost Accounting, Customer Service, Public Speaking, Teamwork, Social Networking, Leadership, Research, Management, Team Leadership, Communication, Financial Reporting
Education
East Carolina University 2015 — 2016
Master’s Degree, Accounting
East Carolina University 2011 — 2015
Minor, History
East Carolina University - College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.88/4.0
McGladrey October 2014 - Present
McGladrey September 1999 - Present
Misys Healthcare Systems November 1996 - September 1999
Skills
IT Audit, Information Security, IT Management, Information Technology, Windows Server, Windows 7, Windows 7 Migration, Active Directory, Project Management, Operating Systems, Microsoft Exchange, Business Process
Education
East Carolina University 1994 — 1996
Bachelor of Science (BS)
Gaston College 1989 — 1992
Associate of Arts (AA) and Associate of Science
McGladrey September 2014 - Present
Student Financial Management Association June 2013 - May 2014
Skills
Accounting, Financial Accounting, Business Management, Customer Service, Team Leadership, Problem Solving, Social Media, Research, Teamwork, Optimization, Organizing, Outlook, Sibelius, HTML, Editing, Health, S.C.U.B.A. Diver, Fencing, Piano Performance, English, Culinary Arts, Musical Composition, Financial Analysis, Economics, Data Analysis, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Auditing, Public Speaking
Education
East Carolina University 2011 — 2014
BSBA, Accounting
Mitchell Community College 2009 — 2011
AA, Musical Education and Performance, 3.38/4.0
Sequent Management, Inc. March 2010 - Present
Antioch University 2007 - Present
It's Time Network January 2015 - July 2015
Restore the Earth Foundation, Inc. May 2013 - January 2015
Rural Education and Development (READ) Global 2007 - October 2012
CSRwire, The Corporate Social Responsibility Newswire March 2009 - March 2012
Morgan Amadeo, Inc. January 2007 - March 2009
Anthurium Solutions, Inc. February 2008 - June 2008
McGladrey 2005 - 2007
American Express Tax and Business Services 2003 - 2005
Skills
Change Management, Business Turnaround, Corporate Social..., Fundraising, Marketing, Board Development, Organizational Design, Non-profits, Social Entrepreneurship, Sustainability, Strategic Planning, Philanthropy, Public Speaking, Start-ups, Sustainable Business, Strategic Partnerships, Social Media, Entrepreneurship, Nonprofits, Brand Development, Project Management, Leadership Development, Integrated Marketing, Program Management, Leadership, Strategy, Public Relations, Editing, Research, Management Consulting, Event Management, Corporate Communications, Social Media Marketing, Business Planning, Business Strategy, Marketing Strategy, Business Development, Strategic Communications, CRM, Marketing Communications, Management, New Business Development, Analysis, Grants
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Global Management and Marketing
New York University 2002 — 2002
Professional Certificate, Fundraising and Philanthropy
University of Pennsylvania - The Wharton School 1999 — 1999
Professional Certificate, Global Leadership Practice
Harvard Business School 1993 — 1994
Professional Certificate, Advanced Negotiation, "Getting to Yes" Bill Ury
Stanford University Graduate School of Business 1987 — 1987
Professional Certificate, Finance for Non-financial Executives
Saint John's University 1971 — 1974
BS, Communications and Business Law
The Mary Louis Academy 1968 — 1971
Regents Diploma, Political Science
McGladrey October 2012 - Present
Forward Hindsight, Inc. May 2011 - October 2012
DBM January 2009 - May 2011
Standard Parking May 2008 - September 2008
Principal Financial Group July 2006 - May 2008
B2E Direct Marketing, Inc February 2006 - May 2006
Maytag May 2005 - August 2005
Skills
Customer Service, Project Management, NetSuite, Problem Solving, Issue Resolution, Software Implementation, Process Flow..., Business Process..., Market Research, New Business Development
Education
Drake University 2002 — 2006
BSBA, Marketing & Adversiting
McGladrey July 2012 - Present
Metropolitan Pier & Exposition Authority August 2008 - June 2011
Kester Connecting Innovation July 2005 - November 2007
Anixter Center March 2001 - June 2005
Aon Worksite Solutions August 1998 - March 2001
Skills
Access, PowerPoint, Non-profits, Microsoft Office, Microsoft Word, Strategic Planning, Microsoft Excel, Software Documentation, Event Planning, Troubleshooting, Team Leadership
Education
DeVry University 2007 — 2011
Business Administration
DeVry University
Technical Management
McGladrey January 2015 - Present
Mayflower December 2008 - May 2014
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis
Education
East Carolina University 2013 — 2014
Master's, MS Accounting
McGladrey April 2015 - Present
Drake University January 2012 - May 2015
USAA May 2014 - August 2014
USAA May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Public Speaking, Social Media, Customer Service, Facebook, Time Management, Teamwork, Social Networking, Leadership, Outlook, Event Planning, Data Analysis, Team Leadership, Financial Analysis, Accounting, Data Entry, Insurance, Actuarial Science, Analysis, Statistics, Critical Thinking, Calculus
Education
Drake University 2011 — 2015
BS, Actuarial Science, Finance, Quantitative Economics
Rosemount
Cisco August 2014 - December 2014
International Traders, Inc. 2010 - 2012
C.B. Faulkner Construction, Inc. 2000 - 2011
Coldwell Banker Howard Perry and Walston 2007 - 2010
Faulkner's LLC/C-Store & Food 2005 - 2010
Several CPA firms 1995 - 2008
Nash County Government 1997 - 2000
McGladrey 1993 - 1995
Skills
Management, Sales, Marketing Strategy, Customer Satisfaction, Budgets, Accounting, Purchasing, Supply Chain, Auditing, Start-ups, Entrepreneurship, Logistics
Education
East Carolina University
Bachelor of Science (BS)
Nash Community College
Associate Applied Science
Blueram Technology Solutions May 2011 - Present
McGladrey February 2014 - March 2015
All Covered February 2010 - February 2014
Johnson Publishing Company 2008 - 2010
Phonak 2006 - 2009
UPS August 2001 - April 2006
Skills
OS X, Cloud Computing, Windows Server, Network Architecture, Virtualization, VMware, Citrix, Active Directory, Troubleshooting, SaaS, Cisco Technologies, WordPress, XP, Servers, Data Center, CCDA, CCENT, Solution Architecture, IT Strategy, IT Solutions, Amazon Web Services..., Amazon EC2, Cloud Migration Strategy, Solution Cost Analysis, CCNA, NX-OS, System Deployment, HP, VPN, DNS
Education
DeVry University 2002 — 2005
Network and Communications Management
Atchley & Associates, LLP June 2015 - Present
McGladrey June 2014 - August 2014
Flatirons Resources LLC April 2013 - April 2014
Green Touch Inc May 2009 - August 2012
Skills
Microsoft Word, Microsoft Office, Social Media, Excalibur, QuickBooks, Microsoft Powerpoint, QExpress, PowerPoint, Accounting, Accounts Payable, Access, Customer Service, Research, Event Planning, Microsoft Excel, Public Speaking, Time Management, Teamwork
Education
University of Colorado Boulder 2012 — 2015
Masters of Accounting (MA), Accounting
Drake University 2010 — 2011
General Business
Power Life Yoga January 2014 - Present
McGladrey April 2013 - Present
Community Choice Credit Union June 2012 - February 2013
Shottenkirk Chevrolet December 2011 - August 2012
Fiserv January 2011 - December 2011
Bank of the West December 2009 - December 2010
Principal Global Investors April 2006 - March 2009
Skills
Branch Administration, Branch Operation, Deposit Growth, Small Business Lending, Consumer Lending, Finance, Teller Operations, Community Banking, Branch Handling, Bank Management, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., New Account Growth, Bank Secrecy Act, Manage Client..., Accounting, Credit Bureau, Credit Analysis, Credit Card Analytics, Insurance Risk, Underwriting, Credit Unions, Relationship Management, Portfolio Management, Banking Relationships, Risk Management, Loans, Financial Services, Credit, Vendor Management, Management, Financial Analysis
Education
Drake University 2005 — 2007
Master of Business Administration (MBA), Finance
Northwest Missouri State University 1996 — 2001
Bachelor's degree, Accounting and Finance
Dowling High School 1992 — 1996
Sterling Partners March 2011 - Present
Signature Homes & Flats 2005 - Present
Cardinal Growth June 2009 - May 2011
McGladrey December 2005 - May 2009
Cortina Tool & Molding April 2004 - November 2005
Skills
Financial Analysis, Private Equity, Finance, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Investments, Portfolio Management, Venture Capital, Valuation, Accounting, Business Valuation, Capital, Equities, Financial Reporting, Middle Market, Real Estate, LBO, Acquisitions
Education
Dominican University 2002 — 2003
MBA, Finance
Dominican University 1998 — 2002
B.S., Accounting
Workiva October 2013 - Present
McGladrey September 2003 - October 2013
Skills
Auditing, Nonprofits, Higher Education, CPA, GAAP, Construction, Public Sector, Local Government, Single Audit, Student Financial Aid, Real Estate, Community Foundations, HUD audits, Assurance, Accounting, US GAAP, Internal Controls, Financial Reporting, OMB Circular A-133
Education
Drake University
Bachelor of Science (BS), Business Administration, Accounting
Northland Foundation July 1992 - Present
Humes Collision Center 1990 - 1992
McGladrey 1989 - 1990
Skills
Certified Nonprofit..., Nonprofits, Fundraising, Accounting, Program Development, Financial Reporting, Budgets
Education
Lake Superior College 1994 — 2000
Associate of Arts and Sciences (AAS), Operations Management and Supervision
Duluth Business University 1988 — 1989
Accounting, Accounting
University of Minnesota Duluth 1986 — 1987
Business/Commerce, General
Two Harbors 1982 — 1986
High School/Secondary Diplomas and Certificates
St Norberts College, West Australia 1984 — 1984
General Studies
McGladrey March 2007 - Present
Pittard Perry & Crone, Inc. November 1985 - February 2007
Skills
Financial Reporting, CPA, Auditing, GAAP, Internal Controls, Accounting, Tax Preparation, Tax, Tax Accounting, Tax Research, Financial Analysis, General Ledger, Due Diligence, Income Tax, QuickBooks, Partnership Taxation, Corporate Tax, Financial Accounting, SEC filings, Mergers & Acquisitions, US GAAP, Financial Statements, Strategic Planning
Education
East Carolina University 1981 — 1984
Bachelor of Science (BS), Accounting
McGladrey October 2012 - Present
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Farmers Financial Services June 2008 - March 2010
California State University, Long Beach June 2006 - September 2006
Skills
Portfolio Management, Bloomberg, Finance, Accounting, Corporate Finance, Auditing, Securities, Banking, Access, Financial Risk, Financial Services, Trading
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelors of Science in Business Administration
The American College 2009 — 2012
Life Underwriter Training Council Fellow (LUTCF)
Nanyang Technological University 2011 — 2011
Student Exchange Program with Nanyang Business School
Koç Üniversitesi 2010 — 2011
Student Exchange Program with College of Administrative Sciences and Economics
DIGIOVINE HNILO JORDAN + JOHNSON LTD. December 2014 - Present
Miller, Cooper & Co., Ltd. December 2013 - November 2014
Baker Tilly Virchow Krause, LLP July 2008 - December 2013
Amsted Industries November 2007 - July 2008
McGladrey September 2005 - November 2007
Skills
Tax Research, Corporate Tax, Tax, Income Tax, Tax Accounting, Tax Returns, Accounting, CPA, Tax Preparation, FIN 48, US Tax, Partnership Taxation, Financial Reporting, Financial Analysis, ProSystem fx Tax, S Corporations, Financial Statements, Fixed Asset Management, General Ledger
Education
Dominican University 2003 — 2007
MBA, Finance
Dominican University 2001 — 2003
Bachelor of Science (B.S.), Accounting and Business/Management
McGladrey March 2012 - Present
PricewaterhouseCoopers April 2010 - March 2012
Grassi & Co. September 2009 - April 2010
PricewaterhouseCoopers 2003 - 2009
Figliozzi & Company 2001 - 2003
E & Y 1997 - 2001
Horan, Martello, Morrone 1993 - 1997
Skills
Healthcare
Education
Dowling College
BBA, Accounting
Northeastern University September 2013 - Present
McGladrey January 2014 - May 2015
Michaels Stores, Inc. November 2004 - September 2008
Skills
Data Entry, QuickBooks, Outlook, Accounts Receivable, Accounts Payable, Accounting, Financial Accounting, Time Management
Education
Northeastern University 2013 — 2015
Bachelor of Science Degree in Business Administration (BSBA), Accounting
Diablo Valley College 2011 — 2013
Associate of Science (AS), Business
iPipeline February 2013 - Present
CustomerEffective September 2011 - February 2013
McGladrey October 2003 - September 2011
Broadreach Consulting 1999 - 2001
Skills
Microsoft CRM, Microsoft Dynamics, Scribe, SSRS, SQL Server, Integration, SSIS, Requirements Analysis, Business Analysis, Consultancy, JavaScript, Microsoft Technologies, Management Consulting, CRM, Professional Services, MS Project, ETL, SaaS, Solution Architecture, T-SQL, Data Migration, Information Technology, Requirements Gathering, Databases, Business Process
Education
Drexel University - LeBow College of Business 1994 — 1996
MBA, Management Information Systems and Finance
Drexel University - LeBow College of Business 1989 — 1994
BS, Finance
Central High School, Philadelphia, PA
Central High School, Philadelphia, PA
Intercollegiate Athletics Drake University October 2012 - Present
McGladrey June 2015 - August 2015
Northwestern Mutual May 2014 - December 2014
Cerner Health October 2011 - January 2012
Skills
Leadership, Communication Skills, Self-driven, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Windows, Time Management, Sales, Marketing
Education
Drake University 2012 — 2016
Drake University 2012 — 2016
Bachelor of Science, Business Administration; Information Systems
Blue Valley North 2008 — 2012
Center for Advanced Professional Studies
McGladrey November 2013 - Present
Delta Sigma Pi August 2011 - February 2014
Timmins, Kroll, & Jacobsen, LLP January 2012 - November 2013
Marsh April 2010 - July 2010
Skills
Accounting, Microsoft Excel, General Ledger, Financial Reporting, Financial Analysis, QuickBooks, Financial Accounting, Access, Tax, Account Reconciliation, Tax Preparation
Education
Drake University 2010 — 2011
Master's, Accounting
Drake University 2007 — 2011
BSBA, Accounting, Management
KPMG US March 2014 - Present
McGladrey November 2010 - February 2014
Skills
State Tax, Tax, Accountants, Technical Writing, SALT, Net Operating Losses..., Research, Economic Development..., Sales & Use Tax, CPA, Corporate Tax, Tax Accounting, Tax Research, Income Tax, Financial Accounting, Tax Preparation, Accounting, Public Speaking, Tax Returns, Tax Law
Education
Doane College 2006 — 2010
Bachelor of Arts (BA), Accounting and Spanish
Crete High School
McGladrey September 2013 - Present
GNP Realty Partners, LLC November 2010 - September 2013
INBALANCE, LLC May 2010 - October 2010
CP Management March 2008 - January 2010
Open Mortgage LLC June 2007 - June 2008
Skills
Project Management, Consulting, Microsoft Office, Microsoft Excel, Customer Service, Yardi Property..., QuickBooks, Accounting, Account Management, Strong Tax 2013, ProSystem fx Tax, Superforms, Portfolio Management, Accounts Payable, Team Leadership, Sales, Finance, Leadership, Analysis, Management, Financial Analysis, Time Management
Education
Dominican University 2011 — 2013
Master of Science in Accounting, Accounting
University of Illinois at Chicago 2006 — 2010
Bachelor of Science – College of Business Administration, Finance Major
McGladrey October 2015 - Present
McGladrey January 2014 - September 2015
John Deere October 2012 - August 2013
IP Pathways January 2012 - October 2012
Drake University August 2011 - December 2011
Skills
Microsoft Office, Team Leadership, Customer Service, Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Accounting, Financial Analysis, Financial Reporting, Capital Budgeting, QuickBooks, ConnectWise, US GAAP, Peachtree, Leadership, Time Management, Budgets, Microsoft Excel, SAP, Cost Accounting
Education
Drake University 2010 — 2013
Bachelor of Science, Business Administration, Accounting & Finance, 3.50 Overall GPA
McGladrey July 2008 - Present
Skills
CPA, Corporate Tax, Income Tax, Accounting, Tax Preparation
Education
Dordt College 2004 — 2008
BS, Accounting & Finance
McGladrey 2010 - Present
McGladrey 2007 - Present
Accenture June 2005 - February 2007
Accenture June 2001 - May 2005
Skills
Camtasia, HTML (basic), PowerPoint, Excel, Writing, Management, Microsoft Excel, Training, E-Learning, Instructional Design, Project Management
Education
University of Phoenix 2004 — 2006
MA, Adult Education & Distance Learning
Drake University 1997 — 2001
BS, Accounting & International Business
Cornerstone Advisors, Inc. March 2013 - Present
Meridian Bank November 2010 - November 2012
McGladrey May 2003 - September 2010
Right Management Consultants 2002 - 2003
Arthur Andersen 1997 - 2002
Performance Consulting 1990 - 1997
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Awareness, Digital Marketing, Media Planning, Lead Generation, Cross-functional Team..., Product Management, Advertising, Event Management, Integrated Marketing, Email Marketing, Thought Leadership, Strategy
Education
Drexel University - LeBow College of Business
MBA
Penn State University
BS, Marketing
BKD 2012 - Present
United Way of Greater St. Louis January 2009 - Present
McGladrey July 2004 - August 2012
RSM McGladrey July 2002 - 2004
BKD, LLP 1998 - 2002
Skills
Mergers, Marketing Strategy, Marketing Communications, Due Diligence, Internal Audit, Business Development, Marketing, Strategy, Lead Generation, Management, Public Relations, Integrated Marketing, Mergers & Acquisitions, Training, Leadership, Program Management, Marketing Management, Newsletters, Business Planning, Market Research, Financial Analysis, Strategic Planning
Education
Drury University 1994 — 1998
B.A. degree, Communication, Environmental Science
Glendale High School
McGladrey May 2013 - Present
Ompay 2001 - 2013
Verizon 2001 - 2003
Cisco Systems January 2000 - January 2001
Skills
Entrepreneurship, Start-ups, Business Strategy, Strategic Planning, E-commerce, saas, Cloud Computing, NetSuite, New Business Development, SaaS, Emerging Payments, Business Planning, Product Development, Strategy, Lead Generation, Marketing, Sales, Sales Operations, Contract Negotiation, Budgets, Marketing Strategy, Strategic Partnerships, Program Management, Product Management, Networking
Education
Drexel University 1996 — 2001
BS, Computer Engineering
CSL Behring March 2015 - July 2015
McGladrey February 2015 - March 2015
ModSpace October 2014 - December 2014
Nobel Learning Communities May 2014 - June 2014
HTH Worldwide February 2014 - April 2014
Comcast October 2013 - December 2013
WCD Realty LLC January 2007 - April 2013
FUTURE FOCUS INC September 2004 - December 2005
Skills
Management, HRIS, Salesforce.com, Customer Satisfaction, Works well individually, Highly detail oriented, Superior Work Ethic, Highly self-motivated, Independent work..., Strong Analytical..., Microsoft Operating..., Excellent written and..., Works well in a team, Bilingual -..., Benchmarking, SAP, ADP, Calipers, OpenHire, FMLA MANAGER, Marketing, ADP Payroll, Interviews, Applicant Tracking...
Education
DeVry University-Illinois 2007 — 2013
Bachelor of Science (B.S.), Business Administration in Human Resource Management
The Professional School of Business 2010 — 2010
New Jersey Real Estate License
McGladrey October 2014 - Present
McGladrey July 2013 - September 2014
McGladrey January 2012 - June 2013
Skills
Accounting, Internal Controls, GAAP, College Recruiting, Auditing, Assurance, US GAAP, Tax, Financial Statements, Corporate Tax, Tax Preparation, Tax Accounting
Education
East Carolina University 2010 — 2011
Master of Science, Accounting
East Carolina University 2006 — 2009
Bachelor of Science (B.S.), Business Administration in Accounting
McGladrey June 2014 - Present
McGladrey October 2013 - June 2014
McGladrey January 2013 - April 2013
Drake University May 2010 - December 2012
River Glen Wealth Counselors February 2011 - December 2011
Drake University May 2010 - December 2010
Drake University August 2009 - October 2010
Pagliai's Pizza May 2007 - August 2009
Education
Drake University 2009 — 2013
Bachelor's Degree, Accounting and Finance
Macomb High School 2005 — 2009
High School
McGladrey May 2015 - Present
Education
Western Michigan University 2011 — 2015
Bachelor of Business Administration (BBA)
Duke University School of Law 2014 — 2014
Universität Paderborn 2013 — 2013
Study Abroad Program
The School District of Philadelphia September 2014 - Present
PICPA April 2012 - June 2014
McGladrey June 2013 - August 2013
KPMG US January 2013 - June 2013
National Association of Asian American Professionals - Drexel University June 2012 - September 2012
Ascend Drexel University Student Chapter October 2011 - September 2012
Drexel University's LeBow College of Business September 2011 - December 2011
Drexel University's LeBow College of Business January 2011 - December 2011
National Student Leadership Conference June 2011 - August 2011
Drexel University's LeBow College of Business January 2011 - June 2011
Skills
Fundraising, PowerPoint, Microsoft Excel, Public Speaking, Access, Caseware, Adobe Acrobat, Analysis, Higher Education, Research, Teaching, Budgets, Program Management
Education
University of Pennsylvania 2014 — 2016
Master of Education (M.Ed.)
Drexel University 2010 — 2014
Bachelor of Science, Business Administration and Management, General
Nanyang Technological University 2013 — 2013
Study Abroad, Business Administration and Management, General
The Hong Kong University of Science and Technology 2012 — 2012
Study Abroad, Business Administration and Management, General, No Grade, 16 Credits received
Razorfish October 2013 - Present
McGladrey April 2013 - October 2013
Razorfish September 2012 - March 2013
Bank of America June 2010 - March 2013
Morton's The Steakhouse November 2010 - June 2012
Exodus World Service October 2010 - October 2011
Walgreen's October 2008 - June 2010
Dominican University January 2009 - January 2010
Dominican University March 2008 - September 2008
Skills
Customer Service, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Customer Satisfaction, Sales, Leadership, Teamwork, Human Resources, HR Consulting, Needs Analysis, Adult Learning Theory, Adult Learning..., Instructional Design, Instructional Skills, Project Management, Copywriting, Attentiveness to Detail, Facilitations, Presentations, Onboarding, Management, Interviews
Education
Northeastern Illinois University 2011 — 2013
Master's degree, Human Resource Development, 3.95
Dominican University 2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.5
PwC June 2013 - Present
McGladrey January 2008 - May 2013
Kimberly K. Lueking, P.C. July 2006 - October 2007
Skills
Accounts Payable, Payroll, Income Tax, Accounting, Tax Preparation, Tax, Financial Statements, Account Reconciliation, Tax Returns, Payroll Taxes, Journal Entries, Accounts Receivable, ProSystem fx Tax, Corporate Tax
Education
DeVry University 2006 — 2008
Bachelors of Science, Finance
Dixon Hughes Goodman LLP April 2015 - Present
Sonic Automotive November 2012 - Present
McGladrey August 2011 - November 2012
East Carolina University August 2009 - May 2011
East Carolina University August 2007 - May 2008
Skills
Accounting, Microsoft Office, Auditing, Bookkeeping, Microsoft Excel, Budgets, Caseware, Event Planning, Marketing, Public Relations, Photoshop, Lotus Notes, Close Attention to..., Sarbanes-Oxley, Internal Controls, Metric Stream, Process Gene, Internal Control..., Tax
Education
East Carolina University 2009 — 2011
Masters in Science, Accounting
East Carolina University 2004 — 2008
Psychology, Psycohlogy, Communications
Perl Mortgage October 2013 - Present
Guaranteed Rate August 2007 - October 2013
American Home Mortgage November 2001 - August 2007
McGladrey January 1999 - November 2001
Skills
Refinance, VA, Mortgage, FHA financing, Mortgage Planning, FHA 203(K) RENOVATION..., Certified Mortgage..., Mortgage Lending, Finance, FHA, Loans, Residential Mortgages, Mortgage Banking, VA loans, First Time Home Buyers, Mortgage Servicing, Referrals, HomePath, Real Estate, Mortgage Marketing, Government Loans, Credit, Financial Analysis, Loan Origination, VA Loans, FHA Financing
Education
Dominican University 1996 — 1999
Bachelor of Science (BS), Accounting
Triton College 1995 — 1996
East Leyden High School 1991 — 1994
Sigma Phi Epsilon January 2015 - Present
Plan for Your Tomorrow, Inc May 2015 - August 2015
McGladrey 2015 - 2015
The Carolina Ale House May 2013 - August 2014
Bank of America Practice Solutions May 2011 - August 2012
Skills
Leadership, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Sales, Social Media
Education
East Carolina University 2011 — 2015
Accounting, Accounting
American Institute of Certified Public Accountants September 2014 - Present
Activate Good February 2011 - Present
North Carolina Community Foundation January 2007 - September 2014
McGladrey August 2005 - October 2006
North Carolina State University College of Management August 2004 - May 2005
Integrated Laboratory Systems February 2002 - August 2004
Education
Duke University 2011 — 2012
Certificate in Nonprofit Management
North Carolina State University 2004 — 2005
Master of Accounting
Meredith College 1999 — 2001
Bachelor of Science
Pinecrest High School - Sandhills Community College (Dual Enrollment)
McGladrey January 2008 - Present
Clifton Gunderson LLP October 2004 - January 2008
Robert Half International May 2001 - May 2004
Student Travel Services August 1999 - October 2001
Skills
Strategic Sourcing, Customer Relations, Recruitment/Retention, Talent Acquisition, Technical Recruiting, Sourcing, Hiring, Accounting, Recruiting, Customer Service, Internet Recruiting, Applicant Tracking..., College Recruiting, Temporary Placement, Leadership, Temporary Staffing, Talent Management, Human Resources, Strategic Planning, Permanent Placement, Management, Management Consulting, Strategy, Contract Recruitment, Executive Search, Onboarding, Interviews, Benefits Negotiation
Education
East Carolina University 1995 — 1999
BSBA, Marketing
East Carolina University - College of Business 1995 — 1999
BSBA, Marketing/Management
McGladrey June 2014 - Present
RSM McGladrey, Inc. June 2011 - June 2014
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Public Speaking, Research, Security, Accounting, Disaster Recovery
Education
Drexel University 2009 — 2011
Bachelor, Computer Security
McGladrey January 2015 - Present
Fesnak, LLP (acquired by Mcgladrey) July 2014 - December 2014
Aspire Business Consulting, Inc. April 2013 - February 2014
Air Products and Chemicals August 2009 - April 2013
Air Products and Chemicals February 2007 - August 2009
Air Products and Chemicals February 2006 - February 2007
Skills
Financial Reporting, Internal Controls, Hyperion Enterprise, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Auditing, Accounting, General Ledger, Variance Analysis, Consolidation, Analysis, Invoicing, Account Reconciliation, Financial Analysis, Tax, GAAP
Education
DeSales University 2002 — 2005
Bachelor of Science (BS), Accounting and Finance
McGladrey October 2011 - Present
The Weitz Company August 2010 - September 2011
Aviva plc May 2010 - August 2010
Wellmark Blue Cross and Blue Shield May 2009 - May 2010
Barzen & Associates January 2008 - May 2009
Centro, Inc. June 2007 - August 2007
Whirlpool Corporation May 2006 - August 2006
Skills
Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, Finance, Internal Controls, Sarbanes-Oxley Act, General Ledger, US GAAP, Account Reconciliation, CPA, External Audit, Microsoft Excel, Access, Financial Audits, GASB, FASB, Community Colleges, Manufacturing, Grocery Industry, Internal Control..., Financial Statement..., Consolidated Financial..., Financial Statements, Financial Modeling, Financial Risk, Fund Accounting, Project Accounting, Accounts Payable, Accounts Receivable, Inventory, Inventory Analysis, Inventory Accuracy, Inventory Valuation, Ethanol, Cellulosic Ethanol, Biofuels, Internal Audit, QuickBooks
Education
Drake University 2010 — 2011
Masters, Accounting
Drake University 2006 — 2010
BS, Accounting & Finance
CBIZ MHM, LLC August 2014 - Present
McGladrey October 2012 - August 2014
Education
University of Southern California - Marshall School of Business 2011 — 2012
Master of Accounting, MAcc
Drew University 2007 — 2011
BA, Business Studies
McGladrey July 2010 - Present
Skills
Accounting, Financial Analysis, Microsoft Excel, Auditing, Financial Reporting, Financial Accounting, Tax, Microsoft Word, Internal Controls, PowerPoint
Education
DeVry University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting
Triton-College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
McGladrey January 2014 - Present
McGladrey April 2013 - December 2013
McGladrey January 2013 - April 2013
Plaza Bank October 2008 - December 2012
Skills
Microsoft Excel, ProSystem fx Tax, Accounting, Tax Accounting, Tax Research, Financial Reporting, Partnership Taxation, GAAP, Banking, Cash Management, Customer Service, Internal Controls, Financial Analysis, Accounts Payable, Customer Satisfaction, State Tax, Tax, Team Building
Education
Dominican University 2008 — 2012
Bachelor of Science (B.S.), Accounting
McGladrey April 2015 - June 2015
US Environmental Protection Agency (EPA) May 2014 - August 2014
Futon and Coard Estate Sales 2012 - 2013
Skills
Records Management, Records Retention..., Library Management, Customer Service, Customer Support, Library Science, Corporate Records, MARC21, Cataloging, Digital Preservation, Database Development, Problem Solving, SharePoint, Editing
Education
Dominican University 2013 — 2015
Master's Degree, Master's degree in Library and Information Science
Dominican University
Bachelor's Degree, Bachelors's of Arts in English, Concentration in Writing
McGladrey 2014 - Present
LexisNexis 2011 - 2013
Operation Smile Bike Ride 2010 - 2012
Blackstone Technology Group 2011 - 2011
Capital One 2010 - 2011
BearingPoint 2006 - 2009
Federal Bureau of Investigation 2004 - 2006
IMS, Inc. 2003 - 2004
University of Maryland Center on Aging 2000 - 2001
Skills
Management Consulting, Mobile Technology, Software Development, IT Strategy, Change Management, Strategic Planning, Resource Allocation, Financial Analysis, Business Process..., Business Intelligence, Requirements Gathering, New Business Development, Program Management, Microsoft Office, Data Modeling, Statistical Modeling, Agile Methodologies, Public Speaking, Financial Modeling, Business Strategy, Product Management, Business Planning, Cross-functional Team..., Management, Strategy, Leadership
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (MBA)
FBI Academy 2004 — 2004
Special Agent Accredidation, Federal Law Enforcement Training
University of Maryland College Park 1998 — 2002
BS, Business Management and Information Technology
McGladrey January 2013 - Present
Metabolon February 2010 - April 2011
University of North Carolina at Greensboro: Biology Department May 2007 - December 2009
Skills
PowerPoint, Project Management, SharePoint, Data Analysis, Microsoft Excel
Education
Wake Forest University 2011 — 2012
MSA, Accounting (Tax)
University of North Carolina at Greensboro 2007 — 2009
B.S, Biology, Chemistry
East Carolina University 2005 — 2006
N/A (transfer), Biology
Dixon Hughes Goodman LLP October 2014 - Present
Duke Energy Corporation August 2013 - October 2014
McGladrey January 2011 - August 2013
East Carolina University January 2010 - February 2011
Skills
Financial Statements, Auditing, Accounting, Financial Reporting, Financial Analysis, General Ledger, Microsoft Excel, Financial Accounting, PowerPoint, Caseware, US GAAP, Internal Controls
Education
East Carolina University 2005 — 2010
Master's degree, Accounting
McGladrey June 2014 - June 2015
Rothstein Kass January 2013 - May 2014
Siemens Industry September 2010 - March 2011
Siemens Healthcare September 2009 - March 2010
Siemens Healthcare September 2008 - March 2009
Skills
Microsoft Excel, Internal Controls, Financial Analysis, Microsoft Office, Process Improvement, Financial Statements, Account Reconciliation, Accounting, Auditing, Accounts Receivable, GAAP
Education
Drexel University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
LaSalle College High School
McGladrey January 2015 - Present
Grant Thornton LLP June 2011 - September 2014
Comcast September 2008 - March 2010
CIGNA CORPORATION September 2007 - March 2008
Education
Drexel University - College of Business and Administration 2006 — 2011
Accounting
Adams Jenkins & Cheatham August 2015 - Present
McGladrey September 1993 - June 2015
Skills
Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Tax Accounting, Auditing, External Audit, Multi-state tax returns, Partnership Tax Returns, Financial Reporting, Financial Accounting, GAAP, Financial Statements, General Ledger, Tax, CPA, Accounting
Education
East Carolina University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
IBM September 2015 - Present
Elliott Davis Decosimo, LLC June 2014 - August 2015
McGladrey November 2010 - May 2014
Aaron's, Inc July 2004 - December 2005
United States Marine Corps June 2000 - June 2004
Skills
State and Local Income..., State Taxation, Tax, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Income Tax, Partnership Taxation, Tax Returns, State Tax, Tax Advisory, Tax Compliance, Personnel Management, Sales and Use Tax, Business Personal..., Accounting, CPA, CCH ProSystem fx, OneSource, ProSystem fx Tax, Written Communication, Public Speaking, Business Tax Planning
Education
University of North Carolina at Chapel Hill 2009 — 2010
MAC, Accounting
University of North Carolina at Chapel Hill 2007 — 2008
B.A., Economics
Durham Technical Community College 2006 — 2007
Associate, General Studies
East Carolina University January 2015 - Present
McGladrey June 2014 - August 2014
East Carolina University October 2013 - May 2014
East Carolina University August 2012 - May 2014
Education
East Carolina University 2015 — 2015
Master of Science (MS), Accounting
East Carolina University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting, 4.0
McGladrey June 2014 - January 2015
Lilibridge 2015 - 2015
Lilibridge 2015 - 2015
Draper & Kramer February 2013 - April 2014
Jones Lang LaSalle November 1998 - December 2012
Jones Lang LaSalle November 1998 - March 2007
Skills
Pursuing CPA, Pursuing, Accounting, CPA, MRI Software
Education
Keller Graduate School of Management of DeVry University 2000 — 2001
Accounting and finance
DeVry Institute of Technology 1995 — 1998
BS, Accounting
sTAGG 1984 — 1991
Whitney Young
DUMAC, Inc. July 2012 - Present
McGladrey November 2010 - July 2012
Durham Arts Council August 2008 - May 2009
Skills
Financial Accounting, Accounting, US GAAP, Financial Reporting, CPA, Financial Statements, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting, Auditing
Temple University 2006 — 2008
Master of Music, Piano Pedagogy
Duke University 2001 — 2005
Bachelor of Arts (B.A.)
Broadcom 2013 - Present
GSI Commerce 2012 - 2013
McGladrey 2007 - 2011
Emerson Electric Co. 2006 - 2006
Analog Devices 2001 - 2005
Integrated Device Technology 1997 - 2001
Skills
Financial Modeling, Competitive Analysis, Strategic Planning, Budget Development, Strategy, Verilog, Analysis, Data Analysis, Financial Analysis, Program Management, Cross-functional Team..., Budgets, Management, Business Strategy, IC, Product Management
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA, Strategy, Finance, Marketing
Texas A & M University - Kingsville
MS, Electrical Engineering
McGladrey January 2015 - Present
Fesnak and Associates, LLP September 2013 - January 2015
Fesnak and Associates, LLP May 2008 - September 2013
Planalytics January 2008 - April 2008
Planalytics January 2002 - December 2007
Planalytics November 1998 - December 2002
Skills
Financial Reporting, Accounting, GAAP, Auditing, General Ledger, QuickBooks, Microsoft Excel, Process Improvement, Forecasting, Financial Analysis, Cost Accounting, Intacct, CPA, Financial Accounting, Consolidation, Financial Statements, Cash Flow Forecasting, Revenue Recognition, Variance Analysis, SEC filings, US GAAP
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
CustomOne CFO & Controllers March 2015 - Present
Iowa Home Care July 2014 - March 2015
McGladrey October 2011 - June 2014
Strawhacker & Associates LLC January 2010 - October 2011
Wells Fargo Financial January 2009 - August 2010
State Farm Agency October 2007 - May 2008
Skills
Financial Reporting, Accounting, Income Tax, GAAP, CPA, Auditing, Financial Analysis
Education
Drake University 2005 — 2009
Bachelor of Science in Business Administration, Finance/Accounting
McGladrey July 2014 - Present
Tegrit June 2013 - July 2014
Hewlett-Packard August 2012 - June 2013
GE Capital September 2011 - August 2012
HP Enterprise Services February 2008 - September 2011
Pioneer Career and Technology Center February 2006 - July 2006
Skills
Cisco Networking, MPLS Networking, Server Administration, Windows Server, Linux Server, Cisco Firewall Security, Checkpoint, Juniper Technologies, Dell PowerEdge Servers, Dell Switches, Cisco Routers, VMware vSphere, VMware ESX, iSCSI, Storage Solutions, Cisco Wireless, Wireless Networking, TCP/IP, Network Infrastructure, Hardware, SDLC, SharePoint, CCNA, Requirements Analysis, System Administration, Servers, Troubleshooting, DNS, Network Administration, Business Analysis, DHCP, Networking, Vendor Management
Education
DeVry University 2006 — 2010
Bachelors, Network Communications Management
DeVry University 2006 — 2009
Associates, Network Systems Administration
McGladrey December 2011 - Present
McGladrey & Pullen May 2010 - January 2012
RSM McGladrey May 2006 - August 2008
RSM McGladrey 2006 - 2008
McGladrey & Pullen 1993 - 2004
Education
Drake University 1970 — 1974
BA, Economics
McGladrey May 2015 - Present
Muskoka Group LLC/Henry Buckner Custom Builder/Dynamic Electric Solutions October 2012 - June 2014
Arbor Realty Inc October 2013 - May 2014
Plannernet 2011 - 2012
Cree 2010 - 2011
Amgen 2006 - 2008
Skills
Problem Solving
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree
North Carolina State University 1997 — 2000
BS
Durham Technical Community College 2011 — 2012
Certificate
McGladrey April 2015 - Present
Cree June 2013 - February 2015
Deloitte May 2011 - May 2013
Ernst & Young, LLP October 2009 - April 2011
Small Business and Technology Development Center August 2006 - January 2007
Skills
Financial Analysis, CPA, Accounting, Financial Modeling, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Auditing, Forecasting, Microsoft Excel, Financial Statements, Budgets, Process Improvement, Financial Audits, Financial Risk, GAAP, Finance, Analysis, Business Process..., US GAAP, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Accounting, Accounting
East Carolina University - College of Business 2006 — 2008
MBA, Finance
University of North Carolina at Chapel Hill 2000 — 2004
BA, Journalism and Mass Communication
McGladrey November 2009 - Present
Skills
CPA, US GAAP, Auditing, Internal Controls, GAAP, SEC filings, Financial Reporting, Financial Accounting, Financial Statements, Financial Analysis
Education
Doane College 2005 — 2009
Bachelor of Arts (BA), Accounting and Business Administration (Emphasis: Finance)
McGladrey December 1985 - Present
University of Dayton Research Institute 1978 - 1983
Skills
Tax, Non-profits, Private Foundations, Accounting, CPA, Tax Research, Trusts, Income Tax, Tax Preparation
Education
Wright State University 1983 — 1985
MBA, Accounting
Earlham College
BA, Biology
Miami University
MEn, Environmental Science
Veritable, LP January 2013 - Present
McGladrey November 2009 - January 2013
Asian Bank June 2005 - February 2009
Skills
CCH ProSystem fx, Tax, Accounts Payable, CPA, Tax Research, GAAP, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, US GAAP, Financial Statements, SEC filings, Auditing, General Ledger
Education
Drexel University 2004 — 2009
Bachelor of Science, Accounting and international business
McGladrey January 2015 - Present
Community Care of North Carolina June 2014 - January 2015
McGladrey October 2012 - May 2014
McGladrey October 2010 - October 2012
McGladrey September 2008 - October 2010
McGladrey January 2007 - September 2008
Skills
Accounting, Auditing, Financial Reporting, CPA, Internal Controls, SEC filings, GAAP, Financial Accounting, Sarbanes-Oxley Act, General Ledger, US GAAP, Financial Statements, Assurance, Financial Audits, Sarbanes-Oxley, External Audit, Revenue Recognition, Internal Audit, Tax Preparation, Consolidation, Financial Analysis, Finance
Education
East Carolina University - College of Business 2004 — 2006
M.S., Accounting
Wake Forest University 1999 — 2003
B.S., Business Administration
McGladrey October 2014 - Present
The Teaching Company February 2011 - October 2014
aurionPro Solutions August 2009 - March 2011
Infosys October 2007 - December 2008
IGATE 2004 - 2007
Skills
Microsoft Dynamics..., Project Management, Requirements Analysis, PL/SQL, ERP, Microsoft SQL Server, Business Analysis, SDLC, Business Process, Axapta, Software Project..., Oracle, Unix, SOA, Agile Methodologies, X++, Microsoft Dynamics AX
Education
Doctor Babasaheb Ambedkar Marathwada University 2000 — 2004
BE
Jawaharlal Nehru College, India 2000 — 2004
Bachelor's
AstraZeneca December 2012 - Present
AstraZeneca Pharmaceuticals January 2012 - December 2012
AstraZeneca December 2008 - December 2011
AstraZeneca March 2006 - November 2008
Associated Packaging Technologies February 2004 - March 2006
CDI 2001 - February 2004
McGladrey 2000 - September 2001
Reliance Insurance Company 1997 - 1998
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Pharmaceutical Industry, Financial Accounting
Education
Drexel University - LeBow College of Business 1996 — 2000
Business Administration, Accounting
Consolidated Cleaners, Inc. October 2012 - Present
McGladrey September 2010 - September 2012
Internal Revenue Service Office of the Chief Counsel August 2009 - December 2009
DLA Piper May 2009 - August 2009
CB Richard Ellis May 2009 - August 2009
Skills
Litigation, International Tax, Financial Reporting, Income Tax, Private Equity, Tax, Corporate Tax, Legal Writing, Corporate Law, Legal Research, Due Diligence, Tax Accounting, Mergers & Acquisitions, Tax Preparation, Tax Law, Tax Research
Education
University of Baltimore School of Law 2010 — 2012
LLM, Taxation
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
Juris Doctor, Law
Dickinson College 2003 — 2007
B.A., Political Science
St. Pauls School For Boys 1991 — 2003
High School
McGladrey January 2006 - Present
Mantas Ohligher McGary & Quinn September 2002 - December 2005
C&D Technologies, Inc. March 2000 - September 2002
Skills
GAAP, Auditing, SEC filings, Internal Controls, US GAAP, Sarbanes-Oxley, Financial Reporting, Financial Statements, External Audit, Financial Accounting, Sarbanes-Oxley Act, Assurance, Corporate Tax, Internal Audit, SEC Filings, Accounting
Education
Drexel University - LeBow College of Business 1998 — 2002
Bachelors, Accounting
McGladrey October 2015 - Present
McGladrey October 2012 - September 2015
McGladrey January 2012 - October 2012
Citrin Cooperman & Company, LLP November 2010 - December 2011
Citrin Cooperman & Company, LLP February 2010 - November 2010
Skills
GAAP, Financial Reporting, Accounting
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science, Business Administration - Accounting Concentration
Garmin International August 2008 - Present
McGladrey October 2005 - August 2008
Capgemini October 2000 - October 2005
AT&T May 1999 - October 2000
Harte-Hanks, Inc. October 1996 - May 1999
Skills
Strategic Planning, Technical Leadership, Business Development, Thought Leadership, Cloud Computing, Organizational..., People Development, International Business, Business Process..., Inspiring Leadership, Exceptional People..., Process Engineering, Sales, Contract Management, DevOps, Contract Negotiation, Agile Methodologies, Account Management, International Project..., Business Process, Data Center, Windows Server, Disaster Recovery, VMware, Infrastructure, Technical Staff..., Vendor Management, Information Technology, Integration, IT Management, ITIL, ITIL Certified, Project Management, Security, Business Continuity..., Budgets, IT Operations, Linux System..., Microsoft Certified..., Avaya IP Telephony, Network Engineering, Firewalls, Cisco Technologies, F5 BigIP, Mobile Technology, Open Source, Enterprise Architecture, Demand Planning, Capacity Planning, Cyber-security
Education
Rockhurst University 2001 — 2003
Masters, Business Administration, 3.8/4.0
DeVry University 1996 — 1999
Bachelors, Telecommunications Management, 3.85/4.0
McGladrey June 1969 - Present
Skills
Tax, Auditing, CPA, Sarbanes-Oxley Act, Due Diligence, GAAP, SEC filings, Tax Accounting, Office Management, Corporate Tax, Mergers & Acquisitions, Financial Reporting, International Tax, Tax Research, Finance, Tax Preparation, Internal Controls, Strategic Planning, Accounting, Financial Analysis, Management Consulting, Income Tax
Education
East Carolina University 1965 — 1969
BSBA, Accounting
Conway, Stuart and Woodbury May 2015 - Present
Ahold Financial Services July 2010 - April 2015
Conway, Stuart and Woodbury January 2010 - June 2010
McGladrey December 2006 - January 2010
Conway, Stuart & Woodbury June 1998 - November 2006
Skills
Retail, Merchandising, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Teamwork, English, Customer Service, Coaching
Education
Southern Utah University 1995 — 1998
Master's degree, Accounting
Dixie State College 1993 — 1995
Associate of Arts (A.A.), Business/Commerce, General
McGladrey Audit PartnerManagerRudolph Palitz1990 - 1999
Deloitte September 1982 - November 1990
Education
Drexel University 1977 — 1982
BS, Accounting
San Joaquin Valley College February 2013 - Present
McGladrey October 2012 - December 2012
ECOSMART FIRE January 2012 - July 2012
Colony Capital October 2011 - January 2012
Marlborough School April 2011 - August 2011
APTIUM ONCOLOGY June 2005 - June 2008
HELPMATES STAFFING SERVICES - Los Angeles County Counsel (Contract) June 2002 - June 2005
Skills
HRIS, Applicant Tracking..., ADP Payroll, Outlook, ADP ReportSmith, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Skype, Google Docs, Mac, Citrix, ATS, CRM, Social Networking, Cold Calling, Sourcing, Job Descriptions, Job Analysis, Employee Relations, Employment Law, Full-life Cycle..., Career Counseling, Human Resources, Career Development, Personnel Management, Training, Screening, Management, Interviews, Recruiting, New Hire Orientations, Temporary Placement, Employee Benefits, Onboarding, HR Policies, Job Fairs, Deferred Compensation, Payroll, Talent Management, Policy, Background Checks, Employee Handbooks, Taleo, College Recruiting, Benefits Administration, Resume Writing, Temporary Staffing, Performance Appraisal
Education
DeVry University-California 2007 — 2010
Bachelor of Science (B.S.), Technical Management - HRM
Self-employed January 2010 - Present
McGladrey January 2006 - January 2010
Skills
CPA, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, QuickBooks, Budgeting, Client Relations
Education
Dordt College 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business Administration: Information Technology
McGladrey January 1995 - Present
Education
Drake University 1988 — 1990
Master's degree, Taxation
Graceland University 1986 — 1988
Bachelor's degree, Business
Iowa State University 1967 — 1971
Bachelor's degree, Farm Operations
Morrison & Associates Wealth Management January 2015 - Present
Butch McGuire's Inc. January 2006 - Present
McGladrey July 2002 - February 2005
F.E.R.S. November 1995 - July 2002
Skills
Microsoft Excel, Fixed Assets, Accruals, General Ledger, Journal Entries, Account Reconciliation, Microsoft Office, Bank Reconciliation, Accounts Receivable, Accounts Payable, Depreciation
Education
DeVry University-Illinois 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
CME Group 2008 - Present
CME Group 2005 - 2008
CME Group 2003 - 2005
Exelon 2001 - 2003
Exelon 1999 - 2000
Exelon 1997 - 1999
McGladrey 1995 - 1997
Skills
Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley, GAAP, Analysis, Auditing, Corporate Finance, Process Improvement, Risk Management, SDLC
Education
Dominican University
B.A., Summa Cum Laude, Accounting
Citco Fund Services 2013 - Present
Resource Capital Corporation December 2012 - November 2013
Citco Fund Services May 2012 - December 2012
Independence Capital Partners November 2010 - May 2012
McGladrey November 2009 - November 2010
Skills
GAAP, Financial Reporting, US GAAP, Financial Accounting, Accounting, Account Reconciliation, Financial Statements, General Ledger, Auditing, CPA, Sarbanes-Oxley Act, QuickBooks, Internal Controls, External Audit, Great Plains Software, SEC filings, Tax, Fund Accounting, Cash Flow, Fixed Assets
Education
Drexel University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Rex Healthcare November 2014 - Present
McGladrey June 2013 - October 2014
ECU Small Business Technology and Development Center September 2012 - May 2013
SunTrust August 2007 - August 2012
MCIWorldcom 1998 - 2003
Skills
Retail Banking, Financial Modeling, Financial Risk, Accounting, Cash Management, Financial Reporting, Microsoft Excel, Analysis, Financial Services, Real Estate, Corporate Finance, Mortage Lending, Banking, Loan Origination, Residential Mortgages, Credit Analysis, Financial Audits, Financial Accounting, Financial Statements, CPA, Auditing, Finance
Education
East Carolina University 2009 — 2013
Master of Science (M.S.), Accounting
East Carolina University 1994 — 1998
Bachelor of Science, Business Adminstration
McGladrey August 2013 - Present
Education
East Carolina University 2010 — 2013
Master of Science in Accounting, Accounting
McGladrey November 2013 - Present
Community State Bank February 2013 - November 2013
Bank of the West October 1996 - February 2013
Education
Des Moines Area Community College
Associate's degree, Business Administration
McGladrey November 2013 - Present
Bank of the West October 1996 - February 2013
Education
Des Moines Area Community College
Associate's Degree, Business Administration and Management, General
LIncoln High School
McGladrey January 2015 - Present
Northwestern Mutual October 2012 - June 2013
Skills
Accounting, Finance
Education
Drake University 2015 — 2016
Master's Degree, Accounting
University of Nebraska-Lincoln 2011 — 2015
Bachelor's Degree, Accounting and Finance