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
McGladrey January 2011 - Present
Skills
Auditing, Microsoft Excel, Microsoft Word, Outlook, Financial Reporting, Accounting, Deadline Oriented, Supervisory Skills, Team Management, Organization Skills, PowerPoint, Budgets, Windows, Microsoft Office, Customer Service, English, Research, Teaching, Public Speaking, Audits of Employee..., Recruiting, Community Outreach, Mentoring, Performance Reporting, Internal Controls, Corporate Communications, Internal & External..., Business Networking, Construction
Education
Pace University - Lubin School of Business 2006 — 2010
Brookfield High School 2002 — 2006
McGladrey December 2014 - Present
Dimeo Construction Company December 2013 - January 2014
TD Bank Group August 2009 - October 2013
Wells Fargo January 2008 - August 2009
Skills
Banking, Retail Banking, Credit, Loans, Commercial Banking, Consumer Lending, Commercial Lending, Lines Of Credit, Cross Selling, Deposits, Cash Management, Financial Accounting, Tax Accounting, Treasury Management
Education
Post University 2014 — 2015
Master of Science (M.S.), Accounting
Western Connecticut State University 2009 — 2013
Accounting
SurveyMonkey April 2014 - Present
Treehouse Island Inc. October 2013 - December 2013
Accenture July 2012 - September 2013
Innoblue April 2010 - May 2012
McGladrey June 2011 - August 2011
Skills
Entrepreneurship, Accounting, Social Entrepreneurship, Development Economics, Business Strategy, Public Speaking, Social Media, Strategic Planning, Event Management, Non-profits, Fundraising, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Marketing, Leadership
Education
Penn State University 2008 — 2012
Bachelor of Science in Accounting, Minor in Development Economics
Schreyer Honors College 2008 — 2012
Bachelor of Science, Accounting
McGladrey July 2007 - Present
CBIZ 2006 - 2007
Downey Spevak & Associates, Ltd 2003 - 2006
Education
Philadelphia University 2007 — 2010
MST, Taxation
Penn State University 1999 — 2003
BS, Accounting
Brinster & Bergman, LLP November 2014 - Present
Rockefeller & Co., Inc. October 2008 - December 2013
Arrow Electronics August 2006 - May 2008
McGladrey August 2005 - July 2006
EDO Corporation June 2004 - August 2005
Dresdner Kleinwort Wasserstein June 2001 - May 2004
WeiserMazars LLP December 1998 - April 2001
Prudential Financial October 1990 - December 1998
Education
Pace University - Lubin School of Business 1998 — 2003
Master of Business Administration (M.B.A.), Taxation
Pace University - Lubin School of Business 1987 — 1991
Bachelor's Degree, Public Accounting
McGladrey September 2014 - Present
Grant Thornton LLP November 2013 - September 2014
Lundy Law February 2012 - October 2013
Volunteer Income Tax Pro Bono Project January 2013 - May 2013
Bloomberg Law December 2012 - May 2013
United States Attorney's Office August 2012 - May 2013
Erlichman and Associates July 2011 - September 2011
The Law Offices of Perry Liss LLC June 2011 - August 2011
Skills
Legal Research, Legal Writing, Public Speaking, Real Estate, Civil Litigation, Depositions, Motions, Corporate Law, Lexis, Research, Due Diligence, Contract Negotiation, Litigation, Financial Modeling, PowerPoint, Negotiation, Entrepreneurship, Microsoft Excel, Commercial Litigation, Microsoft Office, Tax Law, Corporate Tax, Legal Compliance, Global Regulatory..., Compliance, SALT, State Tax, M&A tax, Westlaw, Courts, LexisNexis
Education
Rutgers University School of Law - Camden 2010 — 2013
J.D., Law (Taxation)
Penn State University 2006 — 2010
BS, Finance
McGladrey July 2005 - Present
CBIZ May 2000 - July 2005
Marshall & Associates January 1999 - May 2000
Skills
Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, Income Tax, Auditing, Partnership Taxation, Due Diligence, Mergers & Acquisitions, SEC filings, S Corporations, Tax Advisory, State Tax, Accounting
Education
Penn State University
McGladrey August 2012 - Present
Federal Reserve Bank of Kansas City October 2006 - August 2012
Skills
PCI DSS, Physical Security, Information Security, Network Security, Computer Security, CEH, CISSP, CPT, CHFI, Security+
Education
Park University 2008 — 2011
Bachelor of Science (B.S.), Network Security
Armacell International S.A. November 2014 - Present
RTI International December 2008 - November 2014
McGladrey 2006 - 2008
Nortel Networks 2005 - 2006
SpectraSite Communications 2004 - 2005
Reichhold 2000 - 2004
Siemens 1998 - 2000
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Internal Controls, CPA, Account Reconciliation, SEC filings, Budgets, GAAP, Financial Modeling, Corporate Tax, Sarbanes-Oxley Act, Due Diligence, US GAAP, Strategic Financial..., Internal Audit, SEC Filings, Process Improvement, Management
Education
Pfeiffer University 1978 — 1982
Bachelor of Science (BS), Accounting
McGladrey May 2015 - Present
McGladrey October 2012 - Present
McGladrey October 2012 - Present
McGladrey September 2007 - September 2012
Skills
GAAP, US GAAP, Revenue Recognition, Financial Reporting, Auditing, Internal Controls, Accounting, Assurance, Financial Analysis, General Ledger, Not for Profit, Nonprofits, Microsoft Excel, Real Estate, External Audit, Superior Client Service
Education
University of Washington 2003 — 2007
Bachelor of Arts (B.A.), Business Administration, Accounting
Olympic College 2002 — 2003
Running Start
Olympic High School 2000 — 2003
McGladrey July 2013 - Present
Dixon Hughes Goodman LLP January 2011 - May 2013
USI Insurance Services 2010 - 2010
Wall, Einhorn & Chernitzer, P.C. 2010 - 2010
Skills
ProSystem fx Tax, CPA, GAAP, Auditing, Partnership Taxation, Financial Reporting, External Audit, Tax Research, Assurance, OMB Circular A-133, FIN 48, C-Corp, Partnership Tax Returns, Foreign Tax Credit, Control Testing, Yellow Book, Group Financial..., Consolidated Reporting, PCAOB standards, Acquistions, SEC, Corporate Tax, Internal Controls, Financial Accounting
Education
Old Dominion University 2009 — 2010
Bachelor of Science (BS), Accounting
Warsaw School of Economics 2002 — 2006
Master of Science (MS), Finance & Banking
Liceum im. J I Kraszewaskiego
Hawaii Pacific University August 2015 - Present
McGladrey May 2014 - May 2015
Archetype Advisors, LLC™ March 2014 - May 2014
Grant Thornton LLP March 2012 - December 2013
BTG Ventures, Inc. November 2007 - November 2011
PwC September 2002 - April 2008
Arthur Andersen Business Consulting April 1998 - January 2000
The J.M. Smucker Company 1994 - 1998
Youngs Market Company January 1992 - January 1994
Southland Corp./ 7-Eleven Stores 1990 - 1992
Skills
Business Development, New Business Development, Account Management, Strategic Planning, Marketing, Business Strategy, Competitive Analysis, Project Management, International Trade, Sales Management, International Tax..., Sales, Strategy, Management Consulting, Start-ups, Entrepreneurship, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1995 — 1996
MBA, Marketing
University of Southern California - Marshall School of Business 1986 — 1990
B.S., Business Administration
McGladrey September 2015 - Present
McGladrey October 2013 - September 2015
McGladrey October 2010 - September 2013
McGladrey September 2008 - September 2010
Skills
Accounting, Auditing, CPA, GAAP, US GAAP, Internal Controls, External Audit, Assurance, Financial Accounting, Financial Statements, Financial Reporting, Revenue Recognition, General Ledger
Education
University of Illinois at Urbana-Champaign 2005 — 2008
Master's degree, Master of Accounting Science
Parkland College 2003 — 2005
Associate's degree, Accounting
McGladrey October 2014 - Present
McGladrey June 2013 - August 2013
CampGroup LLC May 2012 - August 2012
Technology Marketing Corporation June 2011 - August 2011
Skills
Accounting, Budgets, Corporate Finance, SAP, Customer Service, Auditing, Public Speaking, Social Media, Financial Analysis
Education
Penn State University 2013 — 2014
Master's Degree, Accounting
Penn State University 2009 — 2013
Bachelor's Degree, Accounting
Sterling Water Technologies July 2014 - Present
McGladrey November 2011 - February 2013
Vanguard May 2010 - August 2010
Skills
Strategy, Accounting, Financial Analysis, Sales, German, Strategic Planning, Leadership
Education
Goethe-Institut Munich 2013 — 2014
German Language
Penn State University 2006 — 2010
Bachelor of Science, Accounting
University of Waikato 2009 — 2009
Minor, International Business
McGladrey May 2013 - Present
KPMG October 2003 - May 2013
Strong Capital Management May 2002 - October 2003
Arthur Andersen 2000 - 2001
Skills
Financial Reporting, Management, Sarbanes-Oxley, Internal Controls, Risk Assessment, Internal Audit, Accounting, Auditing, Sarbanes-Oxley Act, Project Management, Program Management, US GAAP, Financial Statements, SEC filings
Education
Penn State University 1996 — 2000
B.S., Accounting
McGladrey June 2015 - Present
Baker Tilly Virchow Krause, LLP January 2015 - April 2015
Baker Tilly Virchow Krause, LLP May 2014 - May 2014
Chariot Valet June 2012 - December 2012
Skills
Microsoft Word, Accounting, Microsoft Excel, Financial Analysis, QuickBooks, Social Media, Tax, Financial Accounting, Time Management, Financial Reporting, Auditing, Accounts Payable, Leadership, Public Speaking, PowerPoint
Education
Penn State University 2011 — 2016
Master of Accounting, Accounting, Rising senior in a five year program
Universidad de Sevilla 2014 — 2014
Spanish and Iberian Studies
McGladrey June 2014 - August 2014
KPMG January 2014 - April 2014
Northwestern Mutual January 2012 - May 2013
Skills
Strategic Financial..., Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Long-term Care, Health Insurance, Accounting, Education Funding, Managerial Finance, Economics, PowerPoint, Microsoft Excel, Financial Analysis
Education
Penn State University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
Penn State University 2010 — 2015
Master's degree, Accounting
Bruno J. Campolo December 2011 - Present
Backos Group, PC October 2004 - December 2011
McGladrey June 2000 - August 2004
Housman and Bloch, CPA's January 1999 - April 2000
Skills
General Ledger, Payroll, Auditing, Tax, Accounting, Tax Preparation, Bookkeeping, Tax Returns, Sales Tax
Education
Pace University
Bachelor of Business Administration, Public Accounting
McGladrey November 2014 - Present
McGladrey January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Microsoft Access, ProSystem fx Tax
Education
University of Minnesota-Duluth 2012 — 2014
Bachelors, Accounting
Palm Beach Atlantic University-West Palm Beach 2009 — 2009
McGladrey November 2014 - Present
Ness Technologies February 2013 - October 2014
UST Global June 2010 - February 2013
KPMG September 2006 - June 2010
OppenheimerFunds, Inc July 2001 - September 2006
NexusGroup August 1996 - July 2001
SilverStream 1999 - 2001
Bankers Trust 1998 - 2001
Deutsche Bank 1998 - 2001
Pepsi-Cola International June 1989 - August 1996
Skills
IT Strategy, Outsourcing, Program Management, Enterprise Software, Software Development, Process Improvement, Offshoring, Business Development, SDLC, Agile Methodologies, Management Consulting, Business Analysis, Enterprise Architecture, Leadership, Vendor Management, Business Transformation, ITIL, Scrum, Knowledge Management, Enterprise Risk..., IT Transformation, Global Sourcing, Cloud Computing, CIO Advisory Services, Project Portfolio..., Solution Architecture, Financial Services, Global Delivery, Customer Retention, Team Building, Global Account..., Product Development, Product Management, P&L Management, Pipeline Management, Pipeline Development, Vendor Relationship..., Innovation Management, Sales Management, Business Strategy
Education
Pace University 1987 — 1991
BBA, International Marketing
McGladrey October 2014 - Present
Penn State University August 2013 - July 2014
McGladrey June 2013 - August 2013
Ernst & Young January 2013 - March 2013
Beta Alpha Psi - Beta Theta Chapter June 2012 - December 2012
Baker Tilly Virchow Krause, LLP June 2012 - July 2012
IRS VITA Program January 2012 - April 2012
First Quality May 2011 - August 2011
IRS VITA Program January 2011 - April 2011
Skills
Excel, JD Edwards, Microsoft Excel, Cost Accounting, Variance Analysis, Accounting, Assurance, Auditing, Financial Accounting, Financial Analysis, Account Reconciliation
Education
Penn State University 2009 — 2014
Gorfine, Schiller & Gardyn, PA May 2013 - Present
Towson University Accounting Department January 2010 - December 2012
McGladrey June 2012 - August 2012
W.P. Tax & Accounting Group November 2011 - December 2011
Towson University Athletics Business Office June 2011 - November 2011
Skills
Spreadsheets, Microsoft Office, Time Management, Teamwork, Event Planning, Telephone Skills, Access
Education
Towson University 2010 — 2012
Accounting
Prince George's Community College 2008 — 2009
Associates, Accounting
Prudential Financial October 2013 - Present
Grant Thornton LLP October 2011 - October 2013
Party City September 2007 - December 2010
McGladrey June 2010 - August 2010
Ernst and Young LLP June 2008 - August 2009
Washington Mutual June 2004 - June 2006
Skills
Accounting, Financial Accounting, Auditing, CPA, Customer Service, Time Management, Managerial Finance, Accounts Receivable, Internal Audit, Financial Statements, Internal Controls, Microsoft Excel, Data Analysis, Data Analytics
Education
Pace University - Lubin School of Business 2006 — 2010
Bachelor, Public Accounting
McGladrey August 2014 - Present
Dixon Hughes Goodman LLP October 2013 - July 2014
Baker Tilly (formerly ParenteBeard) January 2013 - April 2013
University of Pittsburgh May 2012 - December 2012
Sherrard, German & Kelly, P.C. June 2011 - July 2011
United States Senate January 2010 - March 2010
Penn State University August 2008 - December 2009
Education
University of Pittsburgh School of Law 2010 — 2013
J.D., Tax Law
Penn State University 2006 — 2009
B.S., Finance
Rose & Womble Realty April 2008 - Present
TowneBank February 2000 - April 2008
Marcus Santoro & Kozak April 1991 - April 1998
McGladrey 1985 - 1988
Skills
Budgets, Real Estate, Financial Analysis, Auditing, Accounting, Banking, Financial Reporting, Strategic Financial..., Financial Accounting, Loans, Mergers, Risk Management, Sarbanes-Oxley Act, Corporate Law, Property Management, Short Sales, Investments, Strategic Planning, First Time Home Buyers, Mergers & Acquisitions, Insurance, Investment Properties, Real Estate Development, Small Business, Financial Services, Restructuring, Finance, CPA, Business Planning, QuickBooks, Managerial Finance, Financial Modeling, Mortgage Lending, Cash Flow, Investors, Real Estate Transactions, Contract Negotiation, Corporate Finance, Foreclosures, FHA, HUD
Education
Old Dominion University 1981 — 1985
BS, Accounting
Kempsville High School, Virginia Beach
Merck July 2015 - Present
EY October 2013 - July 2015
McGladrey November 2011 - October 2013
College Works Painting February 2008 - August 2008
Skills
CPA, Accounting, Auditing, SEC Financial Reporting, GAAP, Financial Statements, Financial Reporting, General Ledger, Internal Controls, Financial Accounting, SEC filings, US GAAP, External Audit, Sarbanes-Oxley Act, Assurance, Caseware, Microsoft Excel, Outlook, Microsoft Word
Education
Penn State University 2006 — 2010
BS, Accounting
McGladrey October 2012 - Present
Pacific Lutheran University February 2012 - May 2012
Becker Professional Review June 2011 - May 2012
MultiCare Health Systems June 2010 - August 2011
Pacific Lutheran University September 2010 - May 2011
Vassey Nursery July 2006 - June 2010
Skills
Accounting, Auditing, Public Speaking, Customer Service, Public Relations, Financial Statements, General Ledger, GAAP, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Training, CPA, Assurance, US GAAP, Internal Controls, Invoicing, Change Management, Coaching, Accounts Payable, Community Outreach, Higher Education, Data Entry, Journal Entries, Financial Accounting
Education
Pacific Lutheran University 2008 — 2012
Bachelor, Business Administration; Professional Accounting, 3.6
Puyallup High School 2005 — 2008
Project with a state government agency. July 2015 - Present
DiverJoe, LLC October 2014 - Present
DiverJoe, LLC March 2013 - Present
McGladrey February 2014 - September 2014
TCC Software Solutions October 2012 - March 2013
Tribridge August 2011 - October 2012
Allegient, LLC October 2009 - August 2011
BlueLock, LLC July 2009 - October 2009
Perpetual Technologies, Inc. March 2008 - June 2009
Computer Renditions January 2006 - March 2008
Skills
SSRS, SSIS, Microsoft SQL Server, T-SQL, Microsoft CRM, IIS, Websphere, Oracle, TFS, AJAX, Visual Basic, Java, RUP, Analysis Services, ClearCase, Message Queue, Photoshop, Robot, Architecture, SharePoint, Web Services, SDLC, Enterprise Architecture, Software Development, Integration, Business Intelligence, Requirements Analysis, Data Warehousing, Requirements Gathering, SQL
Education
Ouachita Baptist University 1982 — 1986
BA, Sociology / Psychology / Religion
Westark Community College 1980 — 1981
None, Gen Ed
Charleston High School 1978 — 1981
Ashland Inc August 2014 - Present
McGladrey 2011 - 2014
Education
The Ohio State University Fisher College of Business 2010 — 2011
MAcc, Accounting
Otterbein University 2006 — 2010
BS, Accounting
McGladrey June 2015 - Present
Penn State University April 2013 - May 2015
Penn State University 2011 - 2015
Berkshire Hathaway HomeServices Fox & Roach, Realtors June 2013 - July 2013
UPUA January 2012 - May 2013
Skills
Leadership, Financial Analysis, Team Leadership, Accounting, Entrepreneurship, Time Management, Management, Teamwork
Education
Penn State University 2015 — 2016
Master’s Degree, Accounting
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science in Accounting
La Salle College High School
McGladrey June 2015 - Present
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
Skills
Microsoft Excel, Customer Service, Financial Audits, Ultipro, Caseware, Leadership, French
Education
Penn State University 2015 — 2016
Master's degree, Accounting
Penn State University 2011 — 2015
Bachelor's degree, Accounting with Finance Minor
McGladrey June 2015 - Present
AnswerNet May 2013 - August 2013
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Outlook, Customer Service, Time Management, Social Media, Leadership, Public Speaking, Teamwork
Education
Penn State University 2011 — 2016
McGladrey September 2014 - Present
Self Employed July 2011 - July 2014
AIG WorldSource November 2003 - July 2011
IDB Bank August 1998 - November 2003
Education
Pace University 1999 — 2002
Master of Business Administration (MBA), Financial Management, 3.61
Western Michigan University 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance, 3.55
CHCI (Comstock Holding & Comstock Homes) June 2014 - Present
McGladrey November 2009 - May 2014
University of Connecticut Department of Recreational Services - Intramurals August 2007 - May 2009
Buckley, Frame, Boudreau & Company, P.C. May 2006 - October 2008
Skills
SEC filings, Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Financial Accounting, Financial Statements, Sarbanes-Oxley, Client Service Oriented, Financial Institutions, Audits of Employee..., Assurance, External Audit, Revenue Recognition, Client Services
Education
The University of Connecticut 2005 — 2009
Bachelor of Science (B.S.), Accounting
Post University 2013 — 2013
Undergraduate Certificate, Forensic Accounting
Plexus Worldwide July 2015 - Present
Bluff City Properties June 2015 - Present
Target May 2014 - March 2015
Winona State University November 2013 - March 2014
Winona State University September 2013 - November 2013
Winona State University September 2013 - November 2013
Winona State University May 2010 - August 2013
Winona State University January 2013 - May 2013
McGladrey January 2012 - March 2012
Mayo Clinic March 2005 - November 2006
Skills
Financial Accounting, Peachtree, Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Payroll, Payroll Taxes, Tax, GAAP, GAAS, Cost Accounting, Financials, Corporate Tax, Income Tax, Microsoft Excel, Access Database, Visual Basic, Tax Preparation, Quickbooks, Accountants, Marketing Communications, Payroll Processing, Payroll Software, Mas 90, Sales Tax
Education
Winona State University 2009 — 2013
Bachelor of Science (B.S.), Accounting, M.I.S. Minor
Olympic College 2001 — 2003
Associates in Arts and Sciences, Accounting/Business
LAHS
Pesta, Finnie, and Associates LLP January 2013 - May 2014
McGladrey June 2011 - August 2011
Childcare Services March 2005 - August 2010
Carolinas Healthcare System May 2004 - August 2008
Skills
Accounting, Microsoft Excel, PowerPoint, Teamwork, Marketing Communications, Microsoft Word, Microsoft Office
Education
Portland State University 2015 — 2016
Master’s Degree, Accounting and Finance
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Business Administration; Accounting, Spanish
Universidad de Valencia
Spanish, Finance
McGladrey August 2014 - Present
William M. Sturgeon, CPA July 2014 - July 2014
Ritz Design Build December 2013 - April 2014
William M. Sturgeon, CPA July 2013 - September 2013
Slabaugh Accountancy Corporation May 2010 - May 2013
National City Mortgage 2004 - 2006
M.Davis Financial 2002 - 2004
Skills
Accounting, QuickBooks, Financial Reporting, Financial Analysis, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Auditing, General Ledger, Microsoft Excel, Microsoft Office, Invoicing, Tax, Cash Management, Strategic Financial..., Tax Preparation, Internal Controls, Strategic Planning, PowerPoint, Financial Statements, Customer Service, Microsoft Word, Financial Modeling, GAAP, Journal Entries, Process Improvement, Fixed Assets, Outlook, Financial Audits, Budgets, US GAAP
Education
San Diego State University-California State University 2008 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting
Palomar College 2006 — 2008
Associate of Arts (A.A.), Accounting
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey November 2010 - September 2012
Protiviti June 2008 - August 2008
Skills
GAAP, Accounting, Tax, SEC filings, US GAAP, CPA, Auditing, Internal Controls
Education
Penn State University 2005 — 2009
Accounting
McGladrey November 2011 - Present
Education
Penn State University 2007 — 2011
Bachelor's degree, Accounting
McGladrey 2009 - Present
UBS Investment Bank/Paine Webber 1998 - 2008
Deutsche Bank/CJ Lawrence 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Dean Witter Reynolds 1979 - 1986
Blyth Eastman Dillon 1975 - 1979
Jas. H. Ohiphant 1968 - 1975
Skills
Consumer Products, Risk Assessment, Strategic Forecasting, Growth Strategies, Advisory Work, Advisory Boards, Operational Due..., Analytical Review, P&L Forecasting, Competitive Analysis, Apparel, Asset Management, Cross-functional Team..., Due Diligence, Financial Analysis, Financial Modeling, Forecasting, Investments, Management, Mergers, New Business Development, Portfolio Management, Private Equity, Retail, Strategy
Education
Seton Hall University 1965 — 1967
MBA, Business
Penn State University 1960 — 1964
Batchelor of Science, Business/Accounting
McGladrey October 2012 - Present
McGladrey April 2011 - September 2012
Stowe & Degon LLC September 2010 - April 2011
McGladrey&Pullen July 2008 - September 2010
PricewaterhouseCoopers January 2004 - January 2007
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Reporting, Auditing, Accounting, IFRS, CPA, Financial Statements, Revenue Recognition, Assurance
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Science, Accountancy
Peking University 2000 — 2004
Bachelor, International Economics; Trade
McGladrey July 2012 - Present
RSM McGladrey July 2002 - July 2012
Skills
Financial Accounting, Business Process..., Great Plains Software, Microsoft Dynamics, Business Analysis, Process Improvement, Access, ERP, SSRS, Microsoft CRM, Microsoft SQL Server, Financial Reporting, SharePoint, Business Intelligence
Education
Princeton University 1977 — 1981
AB, Oriental Studies
Studio Tochka, Inc. (Graphic and Web design studio) May 2009 - Present
Gemvara April 2015 - April 2015
Gemvara November 2014 - December 2014
BigBelly October 2014 - October 2014
McGladrey July 2014 - September 2014
Vistaprint May 2014 - June 2014
Highland Collection Agency November 2013 - June 2014
Worcester Polytechnic Institute January 2014 - March 2014
Holland-Mark December 2013 - January 2014
Dana Farber Cancer Institute May 2013 - October 2013
Skills
Graphic Design, Logo Design, Web Design, Illustration, Layout, Drawing, Hatha Yoga, Photoshop, Illustrator,..., Illustrator, Simultaneous..., Flash, HTML, CSS, Brochures, Advertising, Image Editing, Art, Interior Design, Flyers, Photography, Packaging, Painting, Graphics, Corporate Identity, Magazines, Dreamweaver, Adobe Creative Suite, Art Direction, Mac, InDesign, Typography, Vector Illustration, User Interface Design, Posters, Adobe Acrobat, Invitations, Interaction Design, Photoshop, User Interface, Business Cards, Banners, Animation, Branding, Creative Direction, Wireframes, Print, Branding & Identity, User Experience, Image Manipulation
Education
Pratt Institute 1994 — 1998
BFA, Fine Art/Painting
Stieglitz Academy of Art & Design (Saint Petersburg, Russia) 1990 — 1992
2 years, Drawing and Painting
Evening fine art high school 1983 — 1990
Ceramics, drawing, painting
McGladrey December 2014 - Present
Wiss & Company, LLP June 2013 - August 2014
Skills
PowerPoint, Financial Accounting, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word
Education
Penn State University 2014 — 2015
Master's Degree, Accounting
Penn State University 2010 — 2014
Bachelor's Degree, Accounting
Penn State University 2010 — 2014
Bachelor's Degree, Italian Language and Literature
Scotch Plains-Fanwood High School 2006 — 2010
Gault Energy April 2015 - Present
McGladrey May 2013 - April 2015
McGladrey May 2011 - October 2013
Deloitte September 2007 - May 2011
Time Warner Cable 2006 - 2007
Easter Seals 2005 - 2006
Skills
College Recruiting, Employee Relations, Employee Management, Talent Management, Performance Management, Talent Acquisition, Compensation & Benefit, Employee Recognition, Employee Training, Personnel Management, Employee Benefits, Human Resources, PeopleSoft, Onboarding, Recruiting, Training
Education
University of Bridgeport 2005 — 2007
Master of Science, Counseling and Human Resources Development
Pace University 1999 — 2005
Bachelor of Art, Applied Psychology
Gray, Gray & Gray September 2015 - Present
Providence College August 2014 - May 2015
McGladrey June 2014 - August 2014
Skills
Accounting, Financial Analysis, Critical Thinking, Problem Solving, Microsoft Excel, Public Speaking, Research, Team Leadership, Customer Service, Leadership, Communication, Decision Making, Finance, Management
Education
Providence College 2014 — 2015
Master of Business Administration (MBA), Accounting and Finance
Providence College 2010 — 2014
Bachelor of Science (BS), Accounting
St. John's Preparatory School 2006 — 2010
McGladrey February 2009 - Present
Beard Miller Company December 2000 - January 2009
Keystone Financial, Inc. June 1993 - November 2000
Ernst & Young August 1988 - June 1993
Skills
Derivatives, financial instruments, financial institutions, mortgage banking, SEC filings, Mortgage Banking, GAAP, CPA, Auditing, Accounting, Financial Reporting, Internal Controls, Tax, Sarbanes-Oxley Act, Corporate Tax, FASB, Income Tax, Financial Accounting, Financial Analysis, External Audit, Corporate Finance, US GAAP, Consolidation, SEC Filings
Education
Villanova University 1994 — 1997
Masters, Taxation
Penn State University 1986 — 1988
Bachelors, Professional Accountancy
McGladrey October 2014 - Present
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Accounting, Banking, Sarbanes-Oxley, Financial Reporting, Financial Analysis, Risk Management, Financial Institutions, Risk Assessment, AML, Finance, Financial Risk, Process Improvement
Education
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Accounting
Penn State University 2001 — 2003
Anthropology
Ghostery, Inc. June 2014 - Present
PwC October 2010 - June 2014
McGladrey September 2008 - October 2010
Skills
Big 4, Assurance, SEC filings, US GAAP, External Audit, Internal Controls, GAAP, CPA, Sarbanes-Oxley Act, IFRS, Auditing, SEC Financial Reporting, Microsoft Excel, Aura, Pivot Tables, Vlookup, Lotus Notes, SEC Filings
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (BBA)
Mount Olive College February 2013 - Present
McGladrey October 2011 - February 2013
Schneider Downs October 2005 - October 2011
Skills
Assurance, Accounting, GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, SEC filings, CPA, US GAAP, Account Reconciliation
Education
Pennsylvania State University-Erie Campus 2001 — 2005
B.S., Accounting
McGladrey October 2013 - Present
Panda Restaurant Group May 2013 - October 2013
Los Angeles Memorial Coliseum and Sports Arena July 2012 - May 2013
CSULA ALPFA June 2011 - June 2012
Rivera, Jamjian & Dillard, LLP June 2011 - November 2011
Fung Consulting February 2011 - April 2011
Pasadena City College February 2010 - June 2010
Skills
Accounting, Tax Preparation, Tax, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Event Planning, Payroll, Account Reconciliation, Finance, Financial Analysis
Education
California State University 2010 — 2012
B.S. Business Administration, Accounting
Pasadena City College 2007 — 2010
A.A, Business Administration
McGladrey March 2013 - Present
Mitchell Rubber Products, Inc. August 2011 - March 2013
Torosian & Walter LLP June 2010 - July 2011
Point Loma Nazarene University May 2009 - May 2010
Point Loma Nazarene University May 2008 - May 2009
Torosian & Walter LLP May 2007 - August 2007
Skills
Accounting, Tax Preparation, Quickbooks, Microsoft Office, Tax, Microsoft Excel, Financial Reporting, Account Reconciliation, Financial Statements, Outlook, CPA, General Ledger, Finance, Financial Accounting, QuickBooks, Budgets, Internal Controls, Auditing
Education
Point Loma Nazarene University 2006 — 2010
Bachelor of Arts, Accounting
Qlik November 2013 - Present
HRAA May 2012 - November 2013
McGladrey December 2007 - May 2012
American College of Clinical Pharmacy 2000 - 2007
International Publishing Management Association July 1984 - 1999
Printing Industries Association, Inc. (Printing Industries of America affiliate) January 1982 - June 1984
Skills
Business Intelligence, Access, SQL Server, Documentation, Data Analysis, SSRS, Dashboards, Crystal Reports, QlikView Development, QlikView, Dashboard, Software Documentation, Microsoft SQL Server, Healthcare, Information Technology, T-SQL, Project Management, Business Intelligence..., Consulting, Data Warehousing, Leadership, Business Analysis, Management, Software Development, Software Project..., Program Management, Enterprise Software
Education
Pittsburg State University
Bachelor of Science in Technology, Business, Graphics
The Metropolitan Community Colleges, Kansas City, Missouri
McGladrey October 2015 - Present
TWI Construction Corp. May 2011 - September 2015
Childcare Provider May 2015 - August 2015
Omnicom Group December 2012 - April 2015
Hollister Co. June 2010 - March 2012
Skills
Accounting, Financial Accounting, Accounts Payable, Tax, Microsoft Office, Bookkeeping, Bank Reconciliation, Journal Entries, Internal Controls, International Tax, Financial Statements, Forensic Accounting, Microsoft Excel, Microsoft Word, Tax Forms, Teamwork, Payroll Taxes, Certified Payroll, QuickBooks, Maxwell, Bloomberg, Bloomberg Terminal, Customer Service, PowerPoint, Finance, General Ledger
Education
Pace University-Pleasantville/Briarcliff Campus 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
Siena College 2011 — 2012
Accounting and Finance
McGladrey July 2015 - Present
PricewaterhouseCoopers Limited September 2014 - June 2015
Deloitte June 2012 - July 2013
Chi Phi August 2012 - March 2013
Ross International May 2011 - August 2011
Finish Line May 2009 - August 2009
Skills
Auditing, Management, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Spanish, Financial Reporting, Financial Modeling, Customer Service, Leadership, Accountants, SEC filings, Public Speaking, Research
Education
Penn State University 2009 — 2014
Master's Degree, Accounting, 3.30
Seton Hall Prepatory School 2005 — 2009
High School, High School
McGladrey October 2015 - Present
Vavrinek, Trine, Day & Co., LLP June 2014 - June 2015
Cal Poly Pomona March 2013 - June 2014
Cristo Vive (Annual Live Production of Guadalupe Radio) February 2008 - April 2014
Cal Poly Pomona March 2012 - June 2012
Juventud Femenina August 2011 - April 2012
Guadalupe Radio 87.7 FM August 2008 - August 2011
San Gabriel Mission July 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Publisher, QuickBooks, Access, Time Management, Management, Fundraising, Event Management, Community Outreach, Data Entry, Outlook, Teamwork, Event Planning, Social Networking, Public Speaking, Spanish, Customer Service, Critical Thinking, Leadership
Education
California State Polytechnic University, Pomona 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Accounting Concentration
California State Polytechnic University, Pomona 2012 — 2014
Minor in Business Law
Pasadena City College 2008 — 2011
Associate in Arts, Business Administration
McGladrey January 2012 - Present
Deloitte & Touche September 2008 - January 2012
LG Display June 2006 - July 2007
Legg Mason May 2005 - July 2005
Special Operations Command(Special Force) September 2002 - September 2004
Samsung Securities June 2001 - August 2001
Skills
Finanial Modeling, Business Valuation, Cash Flow Forecasting, Auditing, Due Diligence, Audit, Accounting, Valuation, Mergers
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
MS, Accounting
Penn State University 2000 — 2006
BS, Finance
DataXu August 2013 - Present
DataXu August 2011 - August 2013
DataXu August 2010 - August 2011
McGladrey August 2008 - August 2010
McGladrey September 2006 - August 2008
Skills
Certified Public..., CPA, Financial Statements, US GAAP, Accounting, Revenue Recognition, GAAP, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Consolidation, Variance Analysis, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Finance, General Ledger
Education
The University of Connecticut School of Business 2006 — 2008
Masters of Science, Accounting
Providence College 2002 — 2006
Bachelors of Science, Accounting & Finance
EyeLife LLC August 2014 - Present
McGladrey June 2015 - August 2015
Baker Tilly June 2014 - August 2014
Ralph Lauren August 2011 - August 2014
Skills
Time Management, Customer Service, Data Entry, Microsoft Excel, Retail, Leadership, Audits of Employee..., PowerPoint, Microsoft Office, Financial Analysis, Auditing, Teamwork, Microsoft Word, Public Speaking, Accounting, Social Media
Education
Penn State University 2015 — 2016
Master’s Degree, Accounting
Penn State University 2011 — 2016
Bachelor’s Degree, Accounting, 3.3/4.0
McGladrey November 2014 - Present
EY June 2013 - October 2014
Doty, Beardsley, Rosengren & Co., P.S. November 2012 - June 2013
DaVita Inc. July 2008 - November 2012
Moss Adams LLP October 2004 - June 2008
Skills
Accounting, Financial Reporting, SEC reporting, Assurance, US GAAP, Internal Controls, Auditing, CPA, 10Q, 10K, External Audit, Financial Statements, Financial Audits, GAAP, Financial Accounting, Financial Analysis, General Ledger, Internal Audit, Sarbanes-Oxley, SEC filings, Revenue Recognition, Variance Analysis, Sarbanes-Oxley Act
Education
Pacific Lutheran University 2002 — 2004
BBA, Accounting
MCGLADREY October 2005 - Present
COACH HOUSE GIFTS July 2002 - August 2005
Cargill - Excel Corporation June 2000 - May 2001
Skills
Resource Allocation, Project Planning, Project Coordination, Workflow Analysis, Conflict Resolution, Resource Efficiency, Financial Analysis, Reporting & Analysis, Management, Workforce Planning, Auditing, Financial Reporting, Accounting, Purchasing, Purchasing Negotiation, Purchase Orders, Employee Orientations, Training
Education
Peru State College 1996 — 2000
BS Business Administration, Business Management & Marketing
McGuire Bearing Company April 2015 - Present
Perkins & Co January 2013 - April 2015
Talbot, Korvola & Warwick LLP November 2009 - December 2012
McGladrey January 2008 - November 2009
Russell Investments October 2007 - December 2007
Skills
GAAP, Financial Reporting, GASB, 401k, ESOP, Internal Controls, Auditing, Reviews, Compilation Of..., Caseware, Microsoft Office, Accounting, Assurance, Audits of Employee..., OMB Circular A-133, Financial Statements, US GAAP, General Ledger, CPA, Microsoft Excel, Tax, Financial Analysis
Education
Pacific Lutheran University - School of Business 2004 — 2007
Business Administration - Concentration in Accounting, Accounting
Luxury Brand Partners, LLC June 2015 - Present
MILLY June 2014 - June 2015
McGladrey November 2009 - June 2014
McGladrey June 2008 - August 2008
Skills
Auditing, Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, GAAP, Tax
Education
Penn State University 2005 — 2009
Accounting and Business Law
Penn State University
McGladrey July 2015 - Present
KeyBank May 2014 - August 2014
Arno Ornamental Iron June 2008 - September 2013
Skills
Risk Management, Enterprise Risk..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Real Estate, Financial Analysis, Fundraising
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Risk Management - Enterprise Risk Management
McGladrey November 2013 - Present
GBS May 2013 - November 2013
Zurn Industries, LLC May 2012 - December 2012
Cephalon May 2010 - August 2010
Cephalon May 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Microsoft Dynamics AX..., Certified SAP Consultant, Business Process, Consulting, Access, Business Intelligence
Education
Penn State University
Bachelor of Science (BS), Interdisciplinary Business and Engineering
McGladrey October 2013 - Present
Rothstein Kass January 2012 - March 2012
First Quality June 2011 - August 2011
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Tax, Financial Accounting, QuickBooks, Financial Analysis, GAAP, CPA, Microsoft Excel, SEC filings, Finance, Financial Statements, Financial Modeling
Education
Penn State University 2008 — 2013
May 2013, Master of Accounting
McGladrey June 2013 - June 2013
Hillsborough Township School District June 2012 - June 2013
Pheasant's Landing Restaurant May 2010 - June 2013
Education
Penn State University 2011 — 2016
Master of Accounting, Accounting
Penn State University 2011 — 2016
Bachelor of Science (BS), Finance
Penn State University 2011 — 2016
Bachelor of Science (BS), Accounting
McGladrey January 2012 - Present
Restivo Monacelli LLP August 2010 - December 2011
Skills
Tax
Education
Providence College 2006 — 2010
Bachelor of Science (B.S.), Accounting
McGladrey October 2010 - Present
Skills
Mergers, M&A due diligence, Tax Structuring, Financial Planning, Capital Markets, Private Equity, Private Banking, Database Management, Audit, Accounting, Asset Management, Auditing, Business Planning, Business Strategy, Commercial Real Estate, Corporate Law, Credit, Database Admin, Executive Management, Finance, Financial Services, Investment Banking, Leadership, Management, Management Consulting, Managerial Finance, Mutual Funds, Portfolio Management, Real Estate, Restructuring, Start-ups, Strategic Financial..., Strategy, Tax, Venture Capital
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
Masters in Business Adminstration, Finance
University of Southern California - Marshall School of Business 1978 — 1982
Business Administration, Marketing
College of Financial Planning
CFP-Candidate
Series 7/63
McGladrey December 2013 - Present
Penn State University August 2010 - May 2013
Munich Reinsurance America, Inc. May 2012 - August 2012
UPS March 2007 - August 2010
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Internal Controls, Access, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Analysis, Data Analysis, SAP, Process Improvement, Outlook, Sarbanes-Oxley Act, Budgets
Education
Penn State University 2008 — 2013
Bachelor of Science (BS), Accounting
CliftonLarsonAllen Wealth Advisors, LLC November 2012 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - October 2012
McGladrey September 2005 - May 2007
Skills
Personal Financial..., Investment Advisory, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, Wealth Management, Mutual Funds, Financial Planners, Asset Management, High Net Worth..., Accounting
Education
Pepperdine University 2001 — 2005
Bachelor of Science (BS), Accounting, Magna Cum Laude
McGladrey November 2011 - Present
Olivet Nazarene University September 2010 - May 2011
Careers & Services (Olivet Nazarene University) August 2007 - May 2011
Geoffrey Johns & Associates January 2010 - April 2011
Tranel Financial Group May 2010 - August 2010
Skills
Tax Preparation, Accounting, QuickBooks
Education
DePaul University
Masters of Taxation
Olivet Nazarene University 2007 — 2011
Bachelor's of Science, Accounting & Business Administration (Management)
McGladrey January 2003 - Present
Skills
Financial Reporting, Accounting, Accounts Receivable, Financial Statements, Financial Accounting, Tax, QuickBooks, Payroll, Budgets, Internal Controls, Financial Analysis, Tax Preparation, General Ledger, Auditing, Income Tax, GAAP, Accounts Payable, US GAAP
Education
Palm Beach Community College
Anchin, Block & Anchin LLP May 2005 - Present
McGladrey October 2000 - January 2005
Edward Isaacs & Company LLP 1988 - 2000
Touche Ross 1987 - 1988
Edward Isaacs & Company LLP 1984 - 1987
MS Ackerman & Company CPAs 1982 - 1984
Internal Revenue Service 1974 - 1982
Skills
Certified Public...
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
Pace University - Lubin School of Business
MBA, Accounting
Stony Brook University 1973 — 1974
Master of Arts (MA), History
Stony Brook University 1968 — 1972
Bachelor's degree, History
RYAN JHS 216
RYAN JHS 216
RYAN JHS 216
RYAN JHS 216
McGladrey September 1988 - July 2014
Skills
Outlook, Accounting, Financial Reporting, Auditing, Financial Analysis, GAAP, Financial Accounting, Tax, Internal Controls, US GAAP, CPA, Microsoft Excel, Corporate Tax
Education
Skyline College 1987 — 1988
AA, Business
Penn State University 1964 — 1966
McGladrey October 2014 - Present
McGladrey April 2013 - September 2014
KPMG July 2012 - March 2013
KPMG US July 2012 - October 2012
KPMG US October 2010 - June 2012
KPMG June 2009 - August 2009
Federal Communications Commission June 2008 - August 2008
Carnegie Mellon University June 2007 - August 2007
Skills
US GAAP, SEC filings, Financial Reporting, Internal Controls, Auditing, GAAP, External Audit, Sarbanes-Oxley Act, Accounting, Big 4, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Bachelor of Arts, Accounting, Economics, International Business
Palazzo Rucellai 2008 — 2008
North Allegheny High School 2002 — 2006
McGladrey October 2013 - Present
McGladrey October 2013 - Present
GT 2011 - 2013
mspc January 2007 - June 2010
Skills
GAAP, Auditing, CPA, Financial Reporting, Financial Accounting, Accounting, General Ledger, Fixed Assets, QuickBooks, Cash Flow, SOX 404, Accounts Receivable
Education
Penn State University 2000 — 2007
Accounting, Accounting
Antero Resources June 2013 - Present
Hein & Associates September 2010 - June 2013
McGladrey June 2009 - August 2009
University of Northern Colorado May 2007 - May 2009
University of Northern Colorado January 2007 - May 2007
Skills
Auditing, GAAP, Internal Controls, Financial Accounting, SEC filings, Accounting, Microsoft Office, Budgets, Financial Reporting, Oil & Gas Industry, Alternative Energy, Financial Statements, Variance Analysis, CPA, Finance, General Ledger, Account Reconciliation, Financial Analysis, Consolidation, Forecasting, Carve-out Financial..., Consolidated Financial..., SEC Filings
Education
University of Northern Colorado 2006 — 2009
Business Administration, Accounting
Ottawa University 2005 — 2006
Carbine Studios November 2014 - Present
McGladrey August 2012 - October 2014
RSM McGladrey, Inc. May 2010 - August 2012
McGladrey 2010 - August 2012
American Pool Enterprises, Inc June 2009 - May 2010
Skills
C#, C++, Java, Windows, Customer Service, .NET, Consulting, Healthcare Information..., QlikView Development, Business Intelligence, SQL, Analytics
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Information Sciences & Technology
Gold, Leins and Adoff LLP August 2012 - September 2013
DDK & Company May 2004 - June 2012
Metis Group LLC May 2002 - May 2004
McGladrey August 2000 - May 2002
Skills
Tax, Corporate Tax, Individual Tax, Non-profits..., Partnership Taxation, Tax return preparation, Tax Returns, Tax Preparation
Education
Pace University - Lubin School of Business 1997 — 2000
MBA, Accounting
Hunt Construction Group April 2012 - June 2013
Ernst & Young, LLP December 2010 - March 2012
McGladrey September 2007 - December 2010
Skills
Financial Risk, Financial Planners, Financial Forecasting, International Tax, Internal Audit, Financial Modeling, Risk Assessment, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Auditing, GAAP, CPA, US GAAP, Financial Accounting, Assurance, Accounting, Financial Statements
Education
Ottawa University 2003 — 2007
Bachelors, Accounting, Business Administration
EisnerAmper LLP February 2007 - Present
McGladrey March 2005 - February 2007
American Express Tax & Business Services June 1999 - March 2005
Goldstein Golub Kessler 1991 - 1999
Skills
Accounting, Internal Controls, Auditing, Corporate Tax, Expert Witness, Fraud, Litigation, US GAAP, Financial Analysis, Mergers & Acquisitions, Finance, Management, Due Diligence, Financial Reporting
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Public Accounting
St. Joseph Hill Academy
PricewaterhouseCoopers September 2014 - Present
PwC June 2013 - August 2013
City of Philadelphia June 2012 - August 2012
McGladrey July 2012 - July 2012
Jenerations Health Education June 2010 - July 2012
Syracuse University August 2011 - December 2011
Federation Early Learning Services June 2010 - August 2011
Skills
Facebook, Microsoft Office, Google+, Ap Style, Social Media, PowerPoint, Microsoft Excel, Adobe Creative Suite, Public Speaking, AP Style, Microsoft Word, Research, Access, Time Management
Education
Pace University - Lubin School of Business 2013 — 2013
Master's degree, Accounting
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
CPA Accounting
University of New South Wales 2012 — 2012
Study Abroad, Business/Commerce, General, 4.0
McGladrey August 2013 - Present
McGladrey October 2011 - August 2013
McGladrey & Pullen June 2010 - August 2010
NIP Group, Inc. June 2009 - August 2009
Sports and Art Foundation June 2009 - August 2009
Skills
Auditing, Audit, Financial Accounting, Financial Statements, Accounting, Accounts Receivable, Leadership, Recruiting, Assurance, CPA, Microsoft Excel, Financial Analysis, Onboarding, Microsoft Word, Tax, Financial Reporting
Education
Pace University 2006 — 2011
BBA, Accounting
McGladrey February 2014 - Present
Skills
Valuation, Due Diligence, Strategic Planning, Start-ups, Finance, Business Planning, Strategy, Mergers, Strategic Financial..., Financial Analysis, Business Valuation, International Business, Entrepreneurship, CRM, Restructuring, Strategic Partnerships, Competitive Analysis, Negotiation, Forecasting, Risk Management, Business Development, Accounting, New Business Development, Sales, Mergers & Acquisitions
Education
Old Dominion University 1984 — 1986
HTMS, an Emdeon Company June 2014 - Present
Risk & Regulatory Consulting, LLC (formerly McGladrey) January 2012 - June 2014
McGladrey September 2005 - January 2012
State of Oregon September 2002 - September 2005
State of Oregon September 2002 - December 2004
PacificSource Health Plans 2002 - 2002
Moda Health, formerly ODS November 1998 - November 2000
Moda Health, formerly ODS December 1996 - November 1998
Moda Health, formerly ODS December 1995 - December 1996
OHSU Oregon Health & Science University 1991 - 1995
Skills
Auditing, Management, Internal Audit, Insurance, Analysis, Risk Management, Policy, Management Consulting, Business Process..., Governance, Internal Controls, Process Improvement, Enterprise Risk..., Risk Assessment, Drafting Policies, Health Insurance, Compliance, Strategic Planning
Education
Portland State University 2003 — 2005
MPA:HA, Public Administration & Health Administration, 4.0 GPA
Oregon State University 2000 — 2002
BS, Healthcare Administration: Business Administration, 3.75 GPA
Alliance Executive Search April 2012 - Present
McGladrey 2005 - March 2012
Clifton Gunderson LLP January 2004 - January 2005
Skills
Accounting, Executive Search, Financial Reporting, Tax, Permanent Placement, Talent Acquisition, Auditing, Big 4, Due Diligence, Temporary Placement, Interviews, SEC filings, Recruiting, Strategy, Internal Controls, Corporate Tax, International Tax, Income Tax, Tax Accounting, Tax Preparation, Financial Services, Tax Research, CPA
Education
West Orange High School 1996 — 2000
Penn State University
Bachelor of Science (BS), Accounting
NBCUniversal, Inc. April 2013 - Present
NBCUniversal, Inc. December 2012 - March 2013
NBC Universal November 2008 - November 2012
NBC Universal March 2007 - October 2008
McGladrey September 2006 - February 2007
McGladrey July 2002 - August 2006
Arthur Andersen LLP September 2001 - June 2002
Arnold Berman and Company 1998 - 2001
Skills
Certified Public...
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Pace University - Lubin School of Business 1997 — 2001
Bachelor, Public Accounting
McGladrey Wealth Management July 2013 - Present
McGladrey December 2010 - Present
McGladrey & Pullen 2006 - December 2010
Skills
CPA, Certified Public..., Tax, External Audit, SEC Filings, General Ledger, Internal Audit, Microsoft Excel, Corporate Tax, Tax Preparation, Assurance, Tax Accounting
Education
Penn State University 2002 — 2006
Accounting, Accounting and Spanish Minor
Notre Dame Academy 1998 — 2002
Universal American Mortgage Company February 2010 - Present
McGladrey March 2012 - August 2012
Ernst & Young November 1999 - March 2009
Banco Popular del Ecuador July 1996 - October 1999
Price Waterhouse del Ecuador January 1990 - July 1994
Skills
Internal Controls, Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Internal Audit, Financial Reporting, Cash Management, Auditing, Corporate Finance, Strategic Financial..., US GAAP
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
MBA, Finance
Pontificia Universidad Católica del Ecuador 1987 — 1992
bachelor, CPA, Accounting & Auditing
BCRS Associates LLC January 2014 - Present
McGladrey November 2011 - January 2014
Modern Bank June 2005 - January 2009
AFS Intercultural Programs September 2004 - June 2005
Personnel Decisions International June 1999 - August 2001
Skills
Budgets, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Project Management, Research, PowerPoint, Customer Service, Outlook, Non Profits
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Accounting
Wayne State University 2001 — 2004
MFA, Acting
St. Olaf College 1994 — 1998
BA, Music and Theater
Maillie LLP 2013 - Present
McGladrey August 2012 - October 2013
McGladrey & Pullen September 2009 - July 2012
KPMG LLP July 2003 - August 2009
Skills
Assurance, Big 4
Education
Penn State University 1999 — 2003
Bachelor of Science, Professional Accountancy
Financial Planning Strategies LLC January 2015 - Present
McGladrey September 2001 - December 2014
Caturano Wealth Management September 2001 - July 2010
Skills
Asset Management, Retirement, Financial Planners, Asset Managment, Investments, Wealth
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Nomura Corporate Research and Asset Management Inc. August 1993 - Present
McGladrey September 1989 - August 1993
Education
Pace University - Lubin School of Business
American Tower March 2014 - Present
American Tower July 2011 - February 2014
American Tower May 2009 - June 2011
McGladrey May 2008 - April 2009
McGladrey & Pullen October 2006 - April 2008
Caritas St. Elizabeth's Medical Center May 2005 - September 2005
Skills
CPA, Auditing, GAAP, US GAAP, Financial Accounting, Payroll, Finance, Budgets, Revenue Recognition, Internal Controls, Sarbanes-Oxley Act, Accounting, General Ledger, SEC filings, Corporate Finance, Financial Reporting
Education
Providence College 2005 — 2008
MBA
Providence College 2002 — 2006
BS, Accountancy
McGladrey January 2006 - Present
Fulvio & Associates LLP 2002 - 2006
Marks Paneth LLP 1999 - 2002
Skills
Partnership Taxation, Accounting, Tax, Tax Preparation, International Tax, Income Tax, High Net Worth..., Hedge Funds, Corporate Tax, Tax Accounting, Tax Research, Tax Returns, Family Office, CPA, Corporate Governance, Financial Services, Financial Analysis, Tax Advisory, Tax Law
Education
Pace University - Lubin School of Business
MS, Taxation
Touro College
BS, Accounting
Alpine Selections, LLC June 2011 - Present
Boutique & Vintage Wine Selection, LLC 2009 - Present
Alexander Bernstein & Co., LLC 2009 - November 2011
McGladrey 2007 - 2009
Citi Alternative Investments 2006 - 2007
Skills
Tax, Accounting, Small Business, Income Tax, Tax Compliance, Wine Marketing, Wine Sales, Wine importing, Startup engineering, Financial Analysis, Financial Reporting, Due Diligence, Private Equity, Financial Statements, Wine, Corporate Tax, Auditing, Internal Controls, Start-ups, Wine Lists, Wine & Spirits Industry, Distributors, Wine Tasting, Winemaking, Business Planning, Marketing, Wineries, Sales, Analysis, Management, Restructuring, Pricing, Food, Alcoholic Beverages, Portfolio Management, Marketing Strategy, Sales Management, Event Management, Negotiation, Strategic Planning, Business Strategy
Education
Pace University - Lubin School of Business 2007 — 2010
MS
Our Lady of the Lake University 2004 — 2005
MBA
McGladrey October 2014 - Present
McGladrey January 2009 - Present
Kreischer Miller 2005 - 2008
Education
Villanova University School of Law 2007 — 2008
Penn State University
EisnerAmper LLP January 2015 - Present
McGladrey September 2008 - January 2015
Skills
Internal Controls, GAAP, Financial Reporting, US GAAP, Financial Accounting, Auditing, General Ledger, Accounting, Income Tax, Partnership Taxation, Sarbanes-Oxley Act, Corporate Tax, CPA, Tax, Internal Audit
Education
Pace University - Lubin School of Business 2005 — 2008
Public Accounting
SolarCity March 2015 - Present
Point Loma Nazarene University August 1999 - April 2015
McGladrey 2000 - 2004
San Diego State University 1998 - 1999
Skills
Non-profits, Public Speaking, Event Planning, Research, Higher Education, Blogging, Social Media, Social Networking, PowerPoint, Community Outreach, Communication, StrengthsFinder, Corporate Training, Career Counseling, Career Development, Job Coaching, Business Networking, Resume Writing, Recruiting, Talent Acquisition, Employment Law...
Education
San Diego State University-California State University 1998 — 2000
M.A., Communication
Point Loma Nazarene University 1993 — 1997
B.A., Communication
University of California, Berkeley 1995 — 1995
David Yurman January 2014 - Present
McGladrey January 2012 - January 2014
RRC Price, CPA's PC July 2009 - January 2012
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Auditing, Financial Statements
Education
Pace University - Lubin School of Business
MBA, Accounting and Finance
WSFS Bank June 2015 - Present
WSFS Bank June 2014 - June 2015
Fulton Financial Corporation December 2012 - June 2014
McGladrey April 2012 - December 2012
Stonebridge Bank June 2011 - May 2012
Stonebridge Bank October 2010 - June 2011
Stonebridge Bank June 2009 - October 2010
Skills
AML, Bank Secrecy Act, Banking, Fraud, Internal Audit, Compliance Audits, Risk Assessment, Auditing, Policy, Fraud Prevention, Risk, Financial Risk, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Credit Risk, USA PATRIOT Act, Loans, KYC, IT Audit, Credit, Governance, Internal Controls, Quality Auditing, Anti Money Laundering
Education
Penn State University 2005 — 2009
B.S., Economics
McGladrey March 2014 - Present
PwC July 2012 - February 2014
Ernst & Young April 2011 - July 2012
MetLife January 2010 - April 2011
KPMG LLP 2006 - 2009
Deloitte 2001 - 2005
Amex 1998 - 2000
Skills
Tax, Auditing, Mergers, Transfer Pricing, Corporate Tax, Sarbanes-Oxley Act, Restructuring, SEC filings, Internal Controls, CPA, Financial Analysis, US GAAP, Due Diligence, Business Valuation, Mergers & Acquisitions, IFRS, Corporate Finance, Accounting, International Tax, Financial Reporting, Income Tax, SEC Filings
Education
Pace University - Lubin School of Business 1997 — 2001
MBA, Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Accounting
MLGW LLP November 2011 - Present
McGladrey February 2010 - September 2011
Education
Pace University - Lubin School of Business 2005 — 2008
Bachelors, Management
McGladrey March 2012 - Present
Citco Fund Services November 2011 - March 2012
Grant Thornton September 2008 - November 2011
Skills
Financial Reporting, Auditing, SEC filings, Financial Analysis, Analytical Skills, Forecasting, Supervision, Training, Workforce Management, Workforce Planning, Resource Management, Volunteering
Education
Penn State University 2004 — 2008
B.S., Accounting
McGladrey October 2014 - Present
McGladrey October 1999 - Present
Skills
Internal Controls, Internal Audit, Accounting, Financial Accounting, Auditing, Financial Reporting, GAAP, Enterprise Risk..., Sarbanes-Oxley Act, US GAAP, Strategic Planning, Team Building
Education
Point Loma Nazarene University
Dominican Sisters Family Health Services September 2013 - Present
Dominican Sisters Family Health Service,Inc. June 2011 - Present
McGladrey 2009 - 2010
Dominican Sisters Family Health Services January 2000 - March 2004
Skills
Quality Management, Home Care, Health, Staff Development, Healthcare, Program Development, Community Outreach, Nursing, Healthcare Management, Medicare, Quality Improvement, Utilization Management, Healthcare Consulting, Medicaid
Education
Pace University 2006 — 2008
Master of Arts (M.A.), Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
McGladrey 2011 - Present
Riverstone Holdings LLC 2011 - 2011
The Dannon Company 2010 - 2010
American Securities 2010 - 2010
PwC 2007 - 2009
PwC 2004 - 2009
N. Cheng & Co., P.C. 2002 - 2004
PwC 1999 - 2001
Skills
Tax, Corporate Tax, Accounting, Tax Returns, Financial Accounting, Income Tax, Tax Preparation, Internal Controls, Internal Audit, Tax Accounting, Partnership Taxation, Tax Research, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Big 4, GAAP, CPA, US GAAP, Private Equity
Education
Pace University - Lubin School of Business 1995 — 1998
Bachelor of Business Administration (B.B.A.), Accounting
Cerner July 2015 - Present
McGladrey May 2014 - July 2015
UMB Bank April 2012 - May 2014
UMB Bank August 2010 - April 2012
First National Bank of Omaha February 2008 - August 2010
Skills
Banking, Internal Audit, Auditing
Education
Ottawa University
Bachelor's, Business Administration
Comcast May 2015 - Present
Comcast October 2012 - May 2015
McGladrey November 2010 - October 2012
McGladrey June 2009 - July 2009
Edmund Optics June 2008 - August 2008
Education
Penn State University 2006 — 2010
Bachelor of Science, Accounting
St. Joseph's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kingsway High School
EisnerAmper LLP November 2014 - Present
McGladrey January 2014 - October 2014
Teva Pharmaceuticals USA Inc September 2006 - October 2012
Skills
Tax Accounting, Tax Reporting, Sarbanes-Oxley Act, Strategic Planning, Budgets, US GAAP, SEC filings, Transfer Pricing, Tax Research, Corporate Tax, International Tax, ProSystem fx Tax, Onesource Tax Provision, Income Tax, Accounting, Tax, Mergers & Acquisitions, Financial Reporting
Education
Philadelphia University 2000 — 2001
MST, Taxation
Temple University 1995 — 1998
B.A, Accounting & Finance
McGladrey November 1997 - Present
American Express TBS November 1998 - October 2006
Education
Oklahoma State University 1977 — 1983
BS Business, Marketing, Economics
EY September 2014 - Present
McGladrey June 2013 - August 2013
Ernst & Young January 2013 - March 2013
Beta Alpha Psi January 2012 - January 2013
Volunteer Income Tax Assistance January 2011 - April 2012
Skills
Accounting, QuickBooks, Financial Reporting, Financial Statements, GAAP, Tax Preparation, Microsoft Excel, Financial Accounting, US GAAP, Tax Returns, Bookkeeping, Financial Analysis, Assurance, Auditing, CPA
Education
Penn State University 2009 — 2014
Bachelor of Science, Accounting
Penn State University 2009 — 2014
Master's degree, Accounting
Anchin, Block & Anchin LLP November 2004 - Present
McGladrey January 1998 - November 2004
Cywiak & Co. CPA's December 1994 - December 1997
New York City Department of Finance October 1990 - December 1994
Skills
Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Auditing, Tax Research, Tax Law, Sales Tax, High Net Worth..., Tax Returns, Consolidation, Tax Advisory, Tax Preparation, CPA
Education
Pace University 1999 — 2003
M.S., Taxation
Yeshiva University 1987 — 1990
BS, Accounting
yeshivah of Flatbush
yeshivah of Flatbush
yeshivah of Flatbush
yeshivah of Flatbush
yeshivah of Flatbush
Fisher National Bank April 2006 - Present
Mahomet Area Chamber of Commerce January 2015 - February 2015
Peoples State Bank of Mansfield August 1997 - March 2006
McGladrey December 2002 - December 2003
Skills
Commercial Lending, Residential Real Estate..., Customer Satisfaction, Construction Loans, deposit products, Retail Banking, Investment Properties, Banking Relationships, Business Development, Loans, Residential Homes, Customer Service, Small Business Lending, Negotiation, Risk Management, Insurance, Financial Analysis, Loan Origination, Consumer Lending, Credit, Banking, Credit Analysis, Commercial Mortgages, Commercial Banking, Underwriting, Strategic Planning, Team Building, Mortgage Lending
Education
University of Wisconsin-Madison 2007 — 2010
Graduate School of Banking, BANKING
Parkland College 1997 — 1999
Business Management, Business, Management, Marketing, and Related Support Services
MBIA September 2014 - July 2015
McGladrey June 2014 - August 2014
Pace Perk Cafe September 2013 - May 2014
77kids August 2011 - December 2011
Skills
Accounting, Bilingual-Spanish, Bookkeeping, Financial Accounting, Accounts Payable, Financial Reporting, Tax Preparation, General Ledger, Account Reconciliation, Microsoft Excel, Teamwork, Time Management
Education
Pace University 2010 — 2015
B.B.A/M.B.A, Accounting
McGladrey October 2009 - Present
Education
Pace University 2004 — 2009
BA - MBA, Accounting
Booz Allen Hamilton January 2015 - Present
McGladrey December 2011 - January 2015
Cherry, Bekaert & Holland June 2008 - December 2011
Lancaster Lebanon IU 13 May 2007 - August 2007
Skills
Tax Research, Accounting, Financial Reporting, Financial Analysis
Education
Penn State University 2004 — 2008
Bachelor of Science, Accounting
RSM McGladrey October 2007 - Present
McGladrey October 2004 - Present
Fulvio & Associates, LP February 2001 - September 2004
Skills
Tax Research, Partnership Taxation, Tax, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Accounting, Income Tax, FIN 48, International Tax, High Net Worth..., CPA
Education
Pace University - Lubin School of Business 1996 — 1999
BA, Accounting
ERM: Environmental Resources Management September 2013 - Present
McGladrey January 2012 - June 2013
Penn State University August 2010 - January 2012
Educational Testing Service (ETS) May 2008 - August 2010
Skills
Access, Leadership, Process Improvement
Education
Penn State University 2007 — 2011
Accounting
McGladrey October 2014 - Present
McGladrey January 2013 - March 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Leadership, Social Media, Windows
Education
Texas Christian University 2013 — 2014
Master of Accounting, Accounting
Texas Christian University 2011 — 2013
Bachelor's degree, Accounting
Providence College 2009 — 2011
Accounting
Cohen & Steers March 2015 - Present
John Wiley and Sons November 2012 - December 2014
PwC October 2007 - November 2012
IPC Systems, Inc. January 2006 - March 2006
McGladrey January 2006 - March 2006
BDO USA, LLP June 2005 - December 2005
Geller & Company January 2004 - May 2005
Skills
US GAAP, Auditing, Accounting, Financial Statements, GAAP, Assurance, CPA, External Audit, Journal Entries, Account Reconciliation, Consolidation, Internal Audit, Financial Reporting, Internal Controls
Education
Pace University 2002 — 2007
MBA, Accounting and Finance
Pace University - Lubin School of Business 2002 — 2007
BBA, Accounting
McGladrey October 2010 - Present
Moss Adams LLP October 2005 - October 2010
Skills
CPA, Non-profit Tax Matters, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Tax Preparation, International Tax, S Corporations, Multi-state tax returns
Education
Pepperdine University 2001 — 2005
Bachelor's degree, Accounting and Non-profit Management
Other
Other
KPMG October 2013 - Present
McGladrey November 2010 - October 2013
Education
Penn State University
Bachelor's degree, Accounting
Hood College September 2014 - Present
McGladrey January 1972 - April 2014
Shared Vision 1993 - 2003
Skills
Tax, CPA, Corporate Tax, Auditing, Internal Controls, GAAP, Partnership Taxation, Income Tax, Tax Accounting, SEC filings, US GAAP, Tax Research, Assurance, Tax Preparation, Financial Reporting, Accounting, Financial Analysis
Education
Penn State University 1968 — 1971
Accounting