McGladrey Company
Description
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
Employee
Years
Job
Industry
Kristi Kennedy Kristi Kennedy's McGladrey Experience January 1998 - Present
Job Partner Central Regional Tax Leader at McGladrey
Industry Accounting
Experience
McGladrey January 1998 - Present
Crow Family Holdings August 1996 - December 1998
Trammell Crow International June 1990 - August 1996
Trammell Crow Company September 1987 - June 1990
Touche Ross June 1984 - August 1987
Skills
Accounting, Budgets, Leadership, Financial Analysis, CPA, Financial Reporting, Tax, Portfolio Management, Due Diligence, Financial Modeling, Auditing, Corporate Tax
Education
The University of Texas at Dallas 1981 — 1983
Master of Science in Adminstrative Sciences, Accounting/Tax
Tarleton State University 1977 — 1980
Bachelor of Science (B.S.), Mathematics
McGladrey January 1998 - Present
Crow Family Holdings August 1996 - December 1998
Trammell Crow International June 1990 - August 1996
Trammell Crow Company September 1987 - June 1990
Touche Ross June 1984 - August 1987
Skills
Accounting, Budgets, Leadership, Financial Analysis, CPA, Financial Reporting, Tax, Portfolio Management, Due Diligence, Financial Modeling, Auditing, Corporate Tax
Education
The University of Texas at Dallas 1981 — 1983
Master of Science in Adminstrative Sciences, Accounting/Tax
Tarleton State University 1977 — 1980
Bachelor of Science (B.S.), Mathematics
Abby Drumm Abby Drumm's McGladrey Experience October 2012 - Present
Job CPA, MBA
Industry Accounting
Experience
McGladrey October 2012 - Present
Skills
Accounting, Analysis, Microsoft Office, Microsoft Excel, Non-profits, Business Strategy
Education
University of Minnesota - Carlson School of Management 2010 — 2012
MBA
Syracuse University 2004 — 2008
Bachelor of Music
Clinton High School
McGladrey October 2012 - Present
Skills
Accounting, Analysis, Microsoft Office, Microsoft Excel, Non-profits, Business Strategy
Education
University of Minnesota - Carlson School of Management 2010 — 2012
MBA
Syracuse University 2004 — 2008
Bachelor of Music
Clinton High School
Patrick Mulloy, CPA Patrick Mulloy, CPA's McGladrey Experience October 2013 - Present
Job Partner at McGladrey
Industry Financial Services
Experience
McGladrey October 2013 - Present
McGladrey November 2011 - September 2013
Grant Thornton June 2001 - November 2011
XL Group, Inc May 1999 - May 2001
Skills
Auditing, Financial Reporting, SOX, Internal Controls, Accounting, Audit, SEC reporting, GAAP, SEC filings, Sarbanes-Oxley, Banking, External Audit, CPA, Tax, Sarbanes-Oxley Act, Finance, Financial Accounting, Internal Audit, Enterprise Risk..., Accounts Receivable, Accounts Payable
Education
Temple University - Fox School of Business and Management 1998 — 2001
Bachelors, Accounting
Archbishop Wood High School 1992 — 1996
McGladrey October 2013 - Present
McGladrey November 2011 - September 2013
Grant Thornton June 2001 - November 2011
XL Group, Inc May 1999 - May 2001
Skills
Auditing, Financial Reporting, SOX, Internal Controls, Accounting, Audit, SEC reporting, GAAP, SEC filings, Sarbanes-Oxley, Banking, External Audit, CPA, Tax, Sarbanes-Oxley Act, Finance, Financial Accounting, Internal Audit, Enterprise Risk..., Accounts Receivable, Accounts Payable
Education
Temple University - Fox School of Business and Management 1998 — 2001
Bachelors, Accounting
Archbishop Wood High School 1992 — 1996
Lauren Peffley Lauren Peffley's McGladrey Experience May 2013 - November 2014
Job Accountant
Industry Accounting
Experience
Victrex November 2014 - June 2015
McGladrey May 2013 - November 2014
Pennsylvania Credit Union Association January 2012 - May 2013
Skills
Quickbooks, Tax Preparation, Bookkeeping, Excel, Auditing, Word, Accounting, Banking, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, QuickBooks, Tax
Education
Temple University 2007 — 2011
BBA, Accounting
Victrex November 2014 - June 2015
McGladrey May 2013 - November 2014
Pennsylvania Credit Union Association January 2012 - May 2013
Skills
Quickbooks, Tax Preparation, Bookkeeping, Excel, Auditing, Word, Accounting, Banking, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, QuickBooks, Tax
Education
Temple University 2007 — 2011
BBA, Accounting
Michelle Hickox's McGladrey Experience October 2001 - December 2011
Job Executive Vice President/Chief Financial Officer
Industry Accounting
Experience
Independent Bank. May 2012 - Present
McGladrey October 2001 - December 2011
Fisk and Robinson 1990 - 2001
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, Mergers, Financial Analysis, SEC Financial Reporting, College Recruiting, Banking
Education
Texas A&M 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Independent Bank. May 2012 - Present
McGladrey October 2001 - December 2011
Fisk and Robinson 1990 - 2001
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, Mergers, Financial Analysis, SEC Financial Reporting, College Recruiting, Banking
Education
Texas A&M 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Simon Mo Simon Mo's McGladrey Experience October 2011 - April 2013
Job Analyst at HQ Capital Private Equity
Industry Financial Services
Experience
HQ Capital Private Equity November 2014 - Present
Citi June 2013 - October 2014
McGladrey October 2011 - April 2013
Kim Kim & Co., CPAs, P.C July 2009 - August 2009
Skills
Microsoft Office, Research, Accounting, Microsoft Excel, PowerPoint, IDC, Bloomberg, Axys, Caseware, Advent, Auditing, Hedge Funds, Private Equity, Offshore Funds, Fund Of Funds
Education
Syracuse University Lubin School of Accounting 2010 — 2011
MSA, CPA Accounting, Concentration in Supply Chain Management
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors of Science, CPA Accounting
HQ Capital Private Equity November 2014 - Present
Citi June 2013 - October 2014
McGladrey October 2011 - April 2013
Kim Kim & Co., CPAs, P.C July 2009 - August 2009
Skills
Microsoft Office, Research, Accounting, Microsoft Excel, PowerPoint, IDC, Bloomberg, Axys, Caseware, Advent, Auditing, Hedge Funds, Private Equity, Offshore Funds, Fund Of Funds
Education
Syracuse University Lubin School of Accounting 2010 — 2011
MSA, CPA Accounting, Concentration in Supply Chain Management
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors of Science, CPA Accounting
Flamin Thomas Flamin Thomas's McGladrey Experience March 2013 - Present
Job International Assignment, Expatriate Tax, Global Mobility, and Compensation Consulting Services
Industry Accounting
Experience
McGladrey March 2013 - Present
PwC December 2011 - February 2013
PwC July 2011 - February 2013
PwC July 2010 - February 2013
PwC January 2005 - December 2011
Mid-Atlantic Business Group, LLC May 2007 - December 2008
Fidelity Investments September 2003 - January 2005
Merrill Lynch January 2002 - September 2003
Skills
IRS Enrolled Agent (EA), Valuation, Real Estate Agent,..., Equities, VBA, Corporate Finance, Economics, Strategic Financial..., Accounting, Tax, Expatriate Tax, International Tax, Investments, Transfer Pricing, Tax Accounting, Corporate Tax, Big 4, Income Tax, Tax Advisory, Financial Reporting, CPA, Internal Controls, Tax Returns, Partnership Taxation, Auditing, US GAAP, Tax Research
Education
Stony Brook University 1997 — 2001
Bachelor of Arts (B.A.), Economics / Business Management
McGladrey March 2013 - Present
PwC December 2011 - February 2013
PwC July 2011 - February 2013
PwC July 2010 - February 2013
PwC January 2005 - December 2011
Mid-Atlantic Business Group, LLC May 2007 - December 2008
Fidelity Investments September 2003 - January 2005
Merrill Lynch January 2002 - September 2003
Skills
IRS Enrolled Agent (EA), Valuation, Real Estate Agent,..., Equities, VBA, Corporate Finance, Economics, Strategic Financial..., Accounting, Tax, Expatriate Tax, International Tax, Investments, Transfer Pricing, Tax Accounting, Corporate Tax, Big 4, Income Tax, Tax Advisory, Financial Reporting, CPA, Internal Controls, Tax Returns, Partnership Taxation, Auditing, US GAAP, Tax Research
Education
Stony Brook University 1997 — 2001
Bachelor of Arts (B.A.), Economics / Business Management
Ann Marie Flynn, MA, BSN, RN Ann Marie Flynn, MA, BSN, RN's McGladrey Experience April 2013 - Present
Job Manager, Healthcare Consulting at McGladrey, LLP
Industry Hospital & Health Care
Experience
McGladrey April 2013 - Present
PricewaterhouseCoopers July 2003 - March 2013
Results Consulting 2000 - 2003
Mount Sinai Medical Center 1998 - 1999
Northern Westchester Hospital 1994 - 1998
Good Samaritan Hospital 1990 - 1994
St Joseph's Medical Center 1986 - 1990
NYU Langone Medical Center May 1985 - December 1985
Skills
Care Transitions, Patient Throughput, Case Management, Healthcare Information..., Change Management, Process Improvement, Project Management, Operations Management, Clinical Operations, Business Intelligence, Job Description..., Organizational Structure, Labor Management, Accountable Care, Productivity Improvement, Registered Nurse, Role Modeling, Role Mapping, Operational Improvement, Business Development..., Subject Matter Expert, EHR Usability..., Operational Due..., Clinical Documentation..., Population Health, Lean Tools, Performance Improvement, Care Coordination
Education
Teachers College of Columbia University 1988 — 1998
Master of Arts (M.A.), Nursing Administration
The College of Mount Saint Vincent 1981 — 1985
Bachelor of Science (B.S.), Nursing
McGladrey April 2013 - Present
PricewaterhouseCoopers July 2003 - March 2013
Results Consulting 2000 - 2003
Mount Sinai Medical Center 1998 - 1999
Northern Westchester Hospital 1994 - 1998
Good Samaritan Hospital 1990 - 1994
St Joseph's Medical Center 1986 - 1990
NYU Langone Medical Center May 1985 - December 1985
Skills
Care Transitions, Patient Throughput, Case Management, Healthcare Information..., Change Management, Process Improvement, Project Management, Operations Management, Clinical Operations, Business Intelligence, Job Description..., Organizational Structure, Labor Management, Accountable Care, Productivity Improvement, Registered Nurse, Role Modeling, Role Mapping, Operational Improvement, Business Development..., Subject Matter Expert, EHR Usability..., Operational Due..., Clinical Documentation..., Population Health, Lean Tools, Performance Improvement, Care Coordination
Education
Teachers College of Columbia University 1988 — 1998
Master of Arts (M.A.), Nursing Administration
The College of Mount Saint Vincent 1981 — 1985
Bachelor of Science (B.S.), Nursing
Moon Li, CPA Moon Li, CPA's McGladrey Experience March 2013 - December 2014
Job Business Valuation Senior Associate
Industry Financial Services
Experience
McGladrey March 2013 - December 2014
Deloitte October 2011 - March 2013
Deloitte November 2009 - November 2011
Orange Value Fund September 2007 - May 2009
Deloitte June 2008 - August 2008
Skills
Equities, Financial Modeling, Investments, Private Equity, Business Valuation, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Hedge Funds, Equity Research, Investment Banking, Due Diligence, Internal Controls, Derivatives, Strategic Financial..., Microsoft Excel, Internal Audit, Auditing, US GAAP, Financial Accounting, External Audit, IFRS
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance, Accounting
McGladrey March 2013 - December 2014
Deloitte October 2011 - March 2013
Deloitte November 2009 - November 2011
Orange Value Fund September 2007 - May 2009
Deloitte June 2008 - August 2008
Skills
Equities, Financial Modeling, Investments, Private Equity, Business Valuation, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Hedge Funds, Equity Research, Investment Banking, Due Diligence, Internal Controls, Derivatives, Strategic Financial..., Microsoft Excel, Internal Audit, Auditing, US GAAP, Financial Accounting, External Audit, IFRS
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance, Accounting
Matt Donello's McGladrey Experience June 2015 - July 2015
Job MAcc Student and CPA Candidate
Industry Accounting
Experience
McGladrey June 2015 - July 2015
Brixmor May 2014 - October 2014
SSH Real Estate May 2013 - August 2013
Skills
Accounting, Tax Preparation, Corporate Tax, Team-oriented, PowerPoint, Microsoft Office, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master's Degree, Accounting
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's Degree, Accounting, Summa Cum Laude
McGladrey June 2015 - July 2015
Brixmor May 2014 - October 2014
SSH Real Estate May 2013 - August 2013
Skills
Accounting, Tax Preparation, Corporate Tax, Team-oriented, PowerPoint, Microsoft Office, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master's Degree, Accounting
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's Degree, Accounting, Summa Cum Laude
Elise Richardson Elise Richardson's McGladrey Experience January 2015 - Present
Job Student at Stephen F. Austin State University
Industry
Experience
McGladrey January 2015 - Present
Staples August 2013 - December 2014
Skills
Cashiering, Retail, Sales, Customer Service, Microsoft Word, Microsoft Excel, Phone Etiquette
Education
Stephen F. Austin State University 2011 — 2016
McGladrey January 2015 - Present
Staples August 2013 - December 2014
Skills
Cashiering, Retail, Sales, Customer Service, Microsoft Word, Microsoft Excel, Phone Etiquette
Education
Stephen F. Austin State University 2011 — 2016
IbnDevin Uqdah's McGladrey Experience January 2015 - May 2015
Job Tax Associate & Student at Temple Law
Industry Accounting
Experience
Drucker & Scaccetti, P.C. June 2015 - Present
McGladrey January 2015 - May 2015
Johnson & Johnson May 2014 - January 2015
Johnson & Johnson June 2013 - May 2014
EisnerAmper LLP January 2014 - April 2014
EisnerAmper LLP January 2013 - May 2013
Skills
Accounting, QuickBooks, Bookkeeping, Accounts Payable, Microsoft Excel, Accounts Receivable, Microsoft Word, Tax, Microsoft Office, Account Reconciliation, Fixed Assets, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, ProSystem fx Tax, General Ledger, Journal Entries, Teamwork, Partnership Taxation, Tax Compliance
Education
Temple University - James E. Beasley School of Law 2015 — 2019
Doctor of Law (J.D.), Law
La Salle University - School of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Drucker & Scaccetti, P.C. June 2015 - Present
McGladrey January 2015 - May 2015
Johnson & Johnson May 2014 - January 2015
Johnson & Johnson June 2013 - May 2014
EisnerAmper LLP January 2014 - April 2014
EisnerAmper LLP January 2013 - May 2013
Skills
Accounting, QuickBooks, Bookkeeping, Accounts Payable, Microsoft Excel, Accounts Receivable, Microsoft Word, Tax, Microsoft Office, Account Reconciliation, Fixed Assets, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, ProSystem fx Tax, General Ledger, Journal Entries, Teamwork, Partnership Taxation, Tax Compliance
Education
Temple University - James E. Beasley School of Law 2015 — 2019
Doctor of Law (J.D.), Law
La Salle University - School of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Cliff Porter Cliff Porter's McGladrey Experience March 2014 - Present
Job Litigation and Investigation Consulting Services at McGladrey
Industry Accounting
Kirk Cody Kirk Cody's McGladrey Experience June 2015 - Present
Job Assurance Intern at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Outlook, Customer Service, Time Management, Invoicing
Education
Syracuse University 2012 — 2016
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 2012 — 2015
Bachelor's Degree, Accounting CPA
McGladrey June 2015 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Outlook, Customer Service, Time Management, Invoicing
Education
Syracuse University 2012 — 2016
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 2012 — 2015
Bachelor's Degree, Accounting CPA
Alex Kalish Alex Kalish's McGladrey Experience June 2013 - September 2013
Job Business Analytics
Industry Food & Beverages
Experience
Wirtz Beverage Group July 2014 - Present
Wirtz Beverage Group March 2014 - June 2014
Sunstar Americas September 2013 - March 2014
McGladrey June 2013 - September 2013
McGladrey through First Associates May 2013 - June 2013
McGladrey through First Associates February 2013 - April 2013
KeeneOnTheMarket.com August 2012 - December 2012
Augeo Affinity Marketing April 2012 - August 2012
The Beacon Hill Institute 2009 - 2009
Skills
Microsoft Excel, PowerPoint, Options, SPSS, Statistics, Excel, Equity Research Analysis, Economics, Intermediate Excel, Analytical Software, Word, Data Entry, Blogging, Quantitative Analytics, Sales, SAS, Beginner HTML, Beginner Javascript, Advanced Excel, Python, Microsoft Word
Education
Suffolk University 2008 — 2011
BS/MA, Economics
Wirtz Beverage Group July 2014 - Present
Wirtz Beverage Group March 2014 - June 2014
Sunstar Americas September 2013 - March 2014
McGladrey June 2013 - September 2013
McGladrey through First Associates May 2013 - June 2013
McGladrey through First Associates February 2013 - April 2013
KeeneOnTheMarket.com August 2012 - December 2012
Augeo Affinity Marketing April 2012 - August 2012
The Beacon Hill Institute 2009 - 2009
Skills
Microsoft Excel, PowerPoint, Options, SPSS, Statistics, Excel, Equity Research Analysis, Economics, Intermediate Excel, Analytical Software, Word, Data Entry, Blogging, Quantitative Analytics, Sales, SAS, Beginner HTML, Beginner Javascript, Advanced Excel, Python, Microsoft Word
Education
Suffolk University 2008 — 2011
BS/MA, Economics
Wes Flanagan Wes Flanagan's McGladrey Experience October 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Assurance, Auditing, Accounting, Internal Controls, US GAAP, Financial Statements, QuickBooks
Education
Syracuse University 2010 — 2014
Accounting
McGladrey October 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Assurance, Auditing, Accounting, Internal Controls, US GAAP, Financial Statements, QuickBooks
Education
Syracuse University 2010 — 2014
Accounting
Jacob R. Dodson Jacob R. Dodson's McGladrey Experience January 2008 - December 2012
Job Owner at Jacob R. Dodson, CPA, PLLC
Industry Accounting
Experience
Jacob R. Dodson, CPA, PLLC October 2014 - Present
Cornwell Jackson February 2012 - October 2014
McGladrey January 2008 - December 2012
Skills
Accounting, Tax, Financial Accounting, GAAP, Tax Research, QuickBooks, US GAAP, SEC filings, Corporate Tax, CPA, General Ledger, Tax Accounting, Partnership Taxation, Income Tax, Financial Reporting
Education
Texas A&M University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2004 — 2007
Master of Science (M.S.), Accounting
Jacob R. Dodson, CPA, PLLC October 2014 - Present
Cornwell Jackson February 2012 - October 2014
McGladrey January 2008 - December 2012
Skills
Accounting, Tax, Financial Accounting, GAAP, Tax Research, QuickBooks, US GAAP, SEC filings, Corporate Tax, CPA, General Ledger, Tax Accounting, Partnership Taxation, Income Tax, Financial Reporting
Education
Texas A&M University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2004 — 2007
Master of Science (M.S.), Accounting
Tyler Condello Tyler Condello's McGladrey Experience June 2013 - August 2013
Job Junior Staff/Analyst
Industry Accounting
Experience
Deloitte September 2014 - Present
McGladrey June 2013 - August 2013
Falcone Center for Entrepreneurship September 2010 - December 2012
Carestream Health May 2012 - August 2012
McGladrey 2012 - 2012
Rochester General Hospital June 2011 - August 2011
Westage at the Harbor June 2005 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, BP&C, SAP, Lotus Notes, Accounting, Data Analysis, Auditing, Budgets, Finance
Education
The College of William and Mary - The Mason School of Business 2013 — 2013
Master's degree, Accounting
Syracuse University 2009 — 2012
Bachelor's degree, Accounting and Finance (Minor: Economics)
Deloitte September 2014 - Present
McGladrey June 2013 - August 2013
Falcone Center for Entrepreneurship September 2010 - December 2012
Carestream Health May 2012 - August 2012
McGladrey 2012 - 2012
Rochester General Hospital June 2011 - August 2011
Westage at the Harbor June 2005 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, BP&C, SAP, Lotus Notes, Accounting, Data Analysis, Auditing, Budgets, Finance
Education
The College of William and Mary - The Mason School of Business 2013 — 2013
Master's degree, Accounting
Syracuse University 2009 — 2012
Bachelor's degree, Accounting and Finance (Minor: Economics)
Joshua Johnston Joshua Johnston's McGladrey Experience 2013 - Present
Job Talent Acquisition Manager Central Region
Industry Staffing and Recruiting
Experience
McGladrey 2013 - Present
Pinnacle Technical Resources 2011 - 2013
Weaver 2011 - 2011
The Reynolds and Reynolds Company 2010 - 2011
Education
Texas A&M University 2004 — 2007
Communications, Communications & Business
McGladrey 2013 - Present
Pinnacle Technical Resources 2011 - 2013
Weaver 2011 - 2011
The Reynolds and Reynolds Company 2010 - 2011
Education
Texas A&M University 2004 — 2007
Communications, Communications & Business
Elana Hughes Elana Hughes's McGladrey Experience November 2013 - Present
Job Tax Director at McGladrey
Industry Accounting
Experience
McGladrey November 2013 - Present
Margolis Phipps & Wright P.C. January 2004 - December 2013
Skills
Partnership Taxation, Tax Research, Tax, Corporate Tax, Tax Accounting, Tax Returns, Accounting
Education
Texas A&M University 1990 — 1994
BBA, Accounting
McGladrey November 2013 - Present
Margolis Phipps & Wright P.C. January 2004 - December 2013
Skills
Partnership Taxation, Tax Research, Tax, Corporate Tax, Tax Accounting, Tax Returns, Accounting
Education
Texas A&M University 1990 — 1994
BBA, Accounting
Patrick Overton, CPA Patrick Overton, CPA's McGladrey Experience September 2010 - October 2010
Job Tax Manager Washington National Tax, Accounting for Income Taxes at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
Deloitte November 2012 - Present
Forrester Research June 2012 - October 2012
Deloitte October 2010 - March 2012
McGladrey September 2010 - October 2010
RSM McGladrey June 2008 - September 2010
Firley, Moran, Freer & Eassa, CPA, P.C. 2007 - 2007
Skills
Tax Returns, Financial Accounting, Tax Accounting, Tax, Tax Preparation, International Tax, Corporate Tax, OneSource, US GAAP, Income Tax, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2008
Bacherlor of Science, Accounting
Deloitte June 2015 - Present
Deloitte November 2012 - Present
Forrester Research June 2012 - October 2012
Deloitte October 2010 - March 2012
McGladrey September 2010 - October 2010
RSM McGladrey June 2008 - September 2010
Firley, Moran, Freer & Eassa, CPA, P.C. 2007 - 2007
Skills
Tax Returns, Financial Accounting, Tax Accounting, Tax, Tax Preparation, International Tax, Corporate Tax, OneSource, US GAAP, Income Tax, Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2008
Bacherlor of Science, Accounting
Mitch Green, CPA Mitch Green, CPA's McGladrey Experience November 2010 - April 2012
Job Senior Internal Auditor at Mary Kay Inc.
Industry Accounting
Experience
Mary Kay Inc. April 2012 - Present
McGladrey November 2010 - April 2012
Morgan Stanley Smith Barney January 2005 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting, Internal Audit, QuickBooks, Account Reconciliation, Tax, GAAP, Accounts Payable, Finance, CPA, US GAAP, Microsoft Excel, Financial Statements, Forecasting
Education
Texas A&M University 2005 — 2010
Bachelors, Accounting
Texas A&M University 2005 — 2010
Masters, Finance
Mary Kay Inc. April 2012 - Present
McGladrey November 2010 - April 2012
Morgan Stanley Smith Barney January 2005 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting, Internal Audit, QuickBooks, Account Reconciliation, Tax, GAAP, Accounts Payable, Finance, CPA, US GAAP, Microsoft Excel, Financial Statements, Forecasting
Education
Texas A&M University 2005 — 2010
Bachelors, Accounting
Texas A&M University 2005 — 2010
Masters, Finance
Joshua Yi Joshua Yi's McGladrey Experience January 2015 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
ARAMARK Refreshment Services 2013 - 2014
Coventry First, LLC July 2011 - February 2012
Timothy Haahs & Associates, Inc. 2006 - 2011
Skills
Microsoft Office, Great Plains Software, QuickBooks, Photoshop, SketchUp, Bank Reconciliation, Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Month End Close, Financial Accounting, Spreadsheets, Microsoft Excel, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Microsoft Word, Fixed Assets, Pivot Tables, Variance Analysis, PowerPoint, Outlook, Depreciation, Accruals, Year-end Close, Balance Sheet, Accounts Receivable, Cost Accounting, Revenue Recognition, Monthly Close, Invoicing, Bookkeeping, Financial Statement..., Quicken
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey January 2015 - Present
ARAMARK Refreshment Services 2013 - 2014
Coventry First, LLC July 2011 - February 2012
Timothy Haahs & Associates, Inc. 2006 - 2011
Skills
Microsoft Office, Great Plains Software, QuickBooks, Photoshop, SketchUp, Bank Reconciliation, Journal Entries, General Ledger, Account Reconciliation, Accounts Payable, Month End Close, Financial Accounting, Spreadsheets, Microsoft Excel, Financial Reporting, Accounting, Financial Analysis, Financial Statements, Microsoft Word, Fixed Assets, Pivot Tables, Variance Analysis, PowerPoint, Outlook, Depreciation, Accruals, Year-end Close, Balance Sheet, Accounts Receivable, Cost Accounting, Revenue Recognition, Monthly Close, Invoicing, Bookkeeping, Financial Statement..., Quicken
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Chaitra Nataraj Chaitra Nataraj's McGladrey Experience July 2015 - Present
Job Risk Advisory Services Associate at McGladrey
Industry Information Technology and Services
Experience
McGladrey July 2015 - Present
Urban Outfitters March 2015 - May 2015
Fox School of Business at Temple University May 2013 - December 2014
AstraZeneca June 2014 - August 2014
Apple May 2013 - September 2013
Charming Shoppes May 2012 - August 2012
SIFMA, SII Conference March 2012 - March 2012
The Limited October 2011 - January 2012
SeaWorld Parks & Entertainment February 2011 - September 2011
Skills
Adobe Creative Suite, Microsoft Excel, Microsoft Word, Outlook, Visio, Corpsystem Workpaper..., PowerPoint, MySQL, SAP, Social Media, WordPress, Retail, Access, Accounting, Analysis, Diversity & Inclusion
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems
McGladrey July 2015 - Present
Urban Outfitters March 2015 - May 2015
Fox School of Business at Temple University May 2013 - December 2014
AstraZeneca June 2014 - August 2014
Apple May 2013 - September 2013
Charming Shoppes May 2012 - August 2012
SIFMA, SII Conference March 2012 - March 2012
The Limited October 2011 - January 2012
SeaWorld Parks & Entertainment February 2011 - September 2011
Skills
Adobe Creative Suite, Microsoft Excel, Microsoft Word, Outlook, Visio, Corpsystem Workpaper..., PowerPoint, MySQL, SAP, Social Media, WordPress, Retail, Access, Accounting, Analysis, Diversity & Inclusion
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems
Juli Cavallo, CPA Juli Cavallo, CPA's McGladrey Experience January 2007 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2007 - Present
Skills
Tax, Corporate Tax, Tax Research, Accounting, CPA, GAAP
Education
Suffolk University - Sawyer Business School 2004 — 2006
MSA, Accounting
McGladrey January 2007 - Present
Skills
Tax, Corporate Tax, Tax Research, Accounting, CPA, GAAP
Education
Suffolk University - Sawyer Business School 2004 — 2006
MSA, Accounting
Thomas Kozeniewski's McGladrey Experience October 2015 - Present
Job Applications Consultant at Mcgladrey
Industry Information Technology and Services
Experience
McGladrey October 2015 - Present
Centre Square Fire Company November 2009 - Present
McGladrey August 2014 - October 2015
Alliance Global Service LLC June 2009 - August 2014
Epiphany of Our Lord February 2001 - February 2011
The Franklin Company February 2008 - June 2009
Commerce Bank November 2006 - December 2007
Education
Temple University
Bachelor of Business Administration, Accounting
McGladrey October 2015 - Present
Centre Square Fire Company November 2009 - Present
McGladrey August 2014 - October 2015
Alliance Global Service LLC June 2009 - August 2014
Epiphany of Our Lord February 2001 - February 2011
The Franklin Company February 2008 - June 2009
Commerce Bank November 2006 - December 2007
Education
Temple University
Bachelor of Business Administration, Accounting
Adam Gonsiewski Adam Gonsiewski's McGladrey Experience November 2014 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
Temple University July 2013 - Present
State Representative Brendan F. Boyle May 2011 - May 2013
Millersville University August 2007 - May 2012
Boyle Braves March 2008 - August 2011
Nifty Fifty's June 2006 - August 2011
National Weather Service May 2010 - August 2010
Uno Chicago Grill May 2009 - August 2009
Skills
Accounting, Earth Science, Meteorology, Mathematics, Coaching Baseball, Hockey, Microsoft Excel
Education
Temple University 2012 — 2014
Master's degree, Accounting
Millersville University of Pennsylvania 2007 — 2012
Bachelor of Science (BS), Meteorology
McGladrey November 2014 - Present
Temple University July 2013 - Present
State Representative Brendan F. Boyle May 2011 - May 2013
Millersville University August 2007 - May 2012
Boyle Braves March 2008 - August 2011
Nifty Fifty's June 2006 - August 2011
National Weather Service May 2010 - August 2010
Uno Chicago Grill May 2009 - August 2009
Skills
Accounting, Earth Science, Meteorology, Mathematics, Coaching Baseball, Hockey, Microsoft Excel
Education
Temple University 2012 — 2014
Master's degree, Accounting
Millersville University of Pennsylvania 2007 — 2012
Bachelor of Science (BS), Meteorology
Matt Francis's McGladrey Experience April 2010 - Present
Job National Marketing Leader, Consulting, McGladrey LLP
Industry Marketing and Advertising
Experience
McGladrey April 2010 - Present
Grant Thornton LLP September 2004 - March 2010
Deloitte August 2002 - August 2004
PricewaterhouseCoopers September 1999 - August 2002
Cablevision/Fox Sports Network August 1991 - August 1997
Skills
Strategy, Business Development, Marketing Strategy, Market Research, Lead Generation, Strategic Planning, Direct Marketing, CRM, Corporate Communications, Marketing, Budgets, Public Relations, Strategic Partnerships, Integrated Marketing, Brand Development, Marketing Communications, Advertising, Social Media Marketing, Email Marketing, Sales Process, Brand Management, Sales Management, Demand Generation, Analytics, SEO, Market Planning, Management, Leadership, Management Consulting, Consulting, Mergers & Acquisitions, Project Management
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Marketing and International Business, 3.5 GPA
Syracuse University 1987 — 1991
Bachelors of Science, Communications, 3.0
McGladrey April 2010 - Present
Grant Thornton LLP September 2004 - March 2010
Deloitte August 2002 - August 2004
PricewaterhouseCoopers September 1999 - August 2002
Cablevision/Fox Sports Network August 1991 - August 1997
Skills
Strategy, Business Development, Marketing Strategy, Market Research, Lead Generation, Strategic Planning, Direct Marketing, CRM, Corporate Communications, Marketing, Budgets, Public Relations, Strategic Partnerships, Integrated Marketing, Brand Development, Marketing Communications, Advertising, Social Media Marketing, Email Marketing, Sales Process, Brand Management, Sales Management, Demand Generation, Analytics, SEO, Market Planning, Management, Leadership, Management Consulting, Consulting, Mergers & Acquisitions, Project Management
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Marketing and International Business, 3.5 GPA
Syracuse University 1987 — 1991
Bachelors of Science, Communications, 3.0
Adriana Romei's McGladrey Experience July 2013 - July 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
Wegmans Food Markets June 2009 - December 2014
McGladrey July 2013 - July 2013
PwC June 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Outlook, Microsoft Office, Customer Service, Event Management, Employee Relations, Spanish, Facebook, PowerPoint, Management, Time Management, Cheese
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2015
Accounting
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Accounting/ CPA, Spanish Language, Literature and Culture
Wegmans Food Markets June 2009 - December 2014
McGladrey July 2013 - July 2013
PwC June 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Outlook, Microsoft Office, Customer Service, Event Management, Employee Relations, Spanish, Facebook, PowerPoint, Management, Time Management, Cheese
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2015
Accounting
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Accounting/ CPA, Spanish Language, Literature and Culture
Simon Choi, CPA's McGladrey Experience October 2012 - Present
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
McGladrey June 2011 - August 2011
Grail Partners LLC June 2010 - August 2010
FAS Limited April 2010 - May 2010
Citigroup July 2006 - August 2006
Skills
Financial Reporting, Accounting, Excel, Word, Microsoft Office, PowerPoint, Bloomberg Terminal, Financial Analysis, Auditing, Market Research, Chinese, Fluent in Cantonese, Mandarin, Financial Statement..., Financial Accounting, Financial Modeling, Derivatives, Capital IQ
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Accounting, Finance
City University of Hong Kong 2010 — 2010
Study Abroad - Syracuse University
McGladrey October 2012 - Present
McGladrey June 2011 - August 2011
Grail Partners LLC June 2010 - August 2010
FAS Limited April 2010 - May 2010
Citigroup July 2006 - August 2006
Skills
Financial Reporting, Accounting, Excel, Word, Microsoft Office, PowerPoint, Bloomberg Terminal, Financial Analysis, Auditing, Market Research, Chinese, Fluent in Cantonese, Mandarin, Financial Statement..., Financial Accounting, Financial Modeling, Derivatives, Capital IQ
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
BS, Accounting, Finance
City University of Hong Kong 2010 — 2010
Study Abroad - Syracuse University
Isabelle McNitt Isabelle McNitt's McGladrey Experience January 2012 - September 2013
Job Randstad Staffing Consultant 7818975225
Industry Staffing and Recruiting
Experience
Randstad USA May 2015 - Present
Boston Private Financial Holdings October 2013 - February 2015
McGladrey January 2012 - September 2013
Risk Strategies Company May 2011 - September 2011
BDO USA, LLP January 2011 - July 2011
Skills
Accounting, Marketing, Accounts Payable, CRM, Budgets, US GAAP, PowerPoint, Finance, Financial Reporting, Auditing, Financial Accounting, Financial Statements
Education
Suffolk University 2008 — 2012
Bachelor of Science, Accounting, Graduated Cum Laude
Randstad USA May 2015 - Present
Boston Private Financial Holdings October 2013 - February 2015
McGladrey January 2012 - September 2013
Risk Strategies Company May 2011 - September 2011
BDO USA, LLP January 2011 - July 2011
Skills
Accounting, Marketing, Accounts Payable, CRM, Budgets, US GAAP, PowerPoint, Finance, Financial Reporting, Auditing, Financial Accounting, Financial Statements
Education
Suffolk University 2008 — 2012
Bachelor of Science, Accounting, Graduated Cum Laude
Saul Berkowitz, CPA Saul Berkowitz, CPA's McGladrey Experience May 2015 - Present
Job Retired Partner at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
McGladrey August 2007 - April 2015
Goldstein Golub Kessler & Co. August 1978 - August 2007
Clarence Rainess & Co September 1971 - August 1978
Simonoff, Peyser & Citrin June 1963 - September 1971
Skills
Management Consulting, Strategic Planning, Business Strategy, Tax, Accounting, Asset Based Lending, SEC filings, CPA, Financial Analysis, Mergers, Internal Controls, Auditing, Financial Reporting, Due Diligence, Business Valuation, Corporate Finance, Private Equity, Restructuring, Forensic Accounting, Tax Returns, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Mergers & Acquisitions, GAAP, US GAAP, Revenue Recognition, Tax Accounting, Partnership Taxation, Tax Research, Tax Preparation, Income Tax, Management
Education
Syracuse University 1959 — 1963
Bachelor of Science, Accounting
McGladrey May 2015 - Present
McGladrey August 2007 - April 2015
Goldstein Golub Kessler & Co. August 1978 - August 2007
Clarence Rainess & Co September 1971 - August 1978
Simonoff, Peyser & Citrin June 1963 - September 1971
Skills
Management Consulting, Strategic Planning, Business Strategy, Tax, Accounting, Asset Based Lending, SEC filings, CPA, Financial Analysis, Mergers, Internal Controls, Auditing, Financial Reporting, Due Diligence, Business Valuation, Corporate Finance, Private Equity, Restructuring, Forensic Accounting, Tax Returns, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Mergers & Acquisitions, GAAP, US GAAP, Revenue Recognition, Tax Accounting, Partnership Taxation, Tax Research, Tax Preparation, Income Tax, Management
Education
Syracuse University 1959 — 1963
Bachelor of Science, Accounting
Tyler Corrado Tyler Corrado's McGladrey Experience January 2014 - April 2014
Job Tax Associate at Ellin & Tucker, Chartered
Industry Accounting
Experience
Ellin & Tucker, Chartered June 2015 - Present
The Starboard May 2013 - May 2015
C&R Pub August 2012 - May 2015
McGladrey January 2014 - April 2014
Liberty Tax Service January 2012 - April 2013
Delaware Park Casino and Racetrack November 2009 - November 2012
Skills
Goal Oriented, Interpersonal..., Certified Tax Preparer, Microsoft Office, QuickBooks, Tax, Accounting, Financial Statements, Microsoft Excel
Education
University of Baltimore 2012 — 2015
Bachelors of Science, Accounting
Stevenson University
Ellin & Tucker, Chartered June 2015 - Present
The Starboard May 2013 - May 2015
C&R Pub August 2012 - May 2015
McGladrey January 2014 - April 2014
Liberty Tax Service January 2012 - April 2013
Delaware Park Casino and Racetrack November 2009 - November 2012
Skills
Goal Oriented, Interpersonal..., Certified Tax Preparer, Microsoft Office, QuickBooks, Tax, Accounting, Financial Statements, Microsoft Excel
Education
University of Baltimore 2012 — 2015
Bachelors of Science, Accounting
Stevenson University
Kate Kennedy Kate Kennedy's McGladrey Experience September 2008 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey September 2008 - Present
Skills
CPA, Auditing, US GAAP, Internal Controls, Financial Statements, Financial Accounting, Financial Reporting, Assurance, Financial Analysis, Financial Audits, Audits of Employee..., Cash Flow, Variance Analysis, Accounting Research
Education
Temple University 2003 — 2008
Bachelor of Business Administration, Accounting
Nazareth Academy 1999 — 2003
McGladrey September 2008 - Present
Skills
CPA, Auditing, US GAAP, Internal Controls, Financial Statements, Financial Accounting, Financial Reporting, Assurance, Financial Analysis, Financial Audits, Audits of Employee..., Cash Flow, Variance Analysis, Accounting Research
Education
Temple University 2003 — 2008
Bachelor of Business Administration, Accounting
Nazareth Academy 1999 — 2003
Jay Potts Jay Potts's McGladrey Experience November 2009 - September 2011
Job Controller at Main Street Advisors
Industry Financial Services
Experience
Main Street Advisors,LLC July 2014 - Present
Rothstein Kass September 2011 - June 2014
McGladrey November 2009 - September 2011
Skills
US GAAP, Broker Dealers, Financial Services, Private Equity, PCAOB standards, Entertainment Accounting, Financial Audits, Microsoft Excel, Broker-Dealer, Hedge Funds, SEC filings, GAAP, Financial Reporting, Auditing, Fund Accounting, Financial Accounting, Accounting, Internal Controls, SEC Filings, Financial Analysis
Education
Suffolk University 2005 — 2009
Bachelor's degree, Accounting with a minor in Business Management and Information Technology
Bishop Stang High School
Bishop Stang High School
Main Street Advisors,LLC July 2014 - Present
Rothstein Kass September 2011 - June 2014
McGladrey November 2009 - September 2011
Skills
US GAAP, Broker Dealers, Financial Services, Private Equity, PCAOB standards, Entertainment Accounting, Financial Audits, Microsoft Excel, Broker-Dealer, Hedge Funds, SEC filings, GAAP, Financial Reporting, Auditing, Fund Accounting, Financial Accounting, Accounting, Internal Controls, SEC Filings, Financial Analysis
Education
Suffolk University 2005 — 2009
Bachelor's degree, Accounting with a minor in Business Management and Information Technology
Bishop Stang High School
Bishop Stang High School
Eric Fischer Jr., CPA Eric Fischer Jr., CPA's McGladrey Experience July 2008 - Present
Job Manager, Tax Services at McGladrey
Industry Accounting
Experience
McGladrey July 2008 - Present
McGladrey January 2006 - June 2008
Skills
ProSystem fx Tax, CPA, Tax Research, Partnership Taxation, Corporate Tax, GAAP, Tax Accounting, Income Tax, Tax, FIN 48, Tax Preparation, State Tax, Accounting, Financial Reporting, Financial Accounting
Education
Stevenson University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Stevenson University 2004 — 2009
Bachelor of Science (B.S.), Computer Information Systems - Forensics
McGladrey July 2008 - Present
McGladrey January 2006 - June 2008
Skills
ProSystem fx Tax, CPA, Tax Research, Partnership Taxation, Corporate Tax, GAAP, Tax Accounting, Income Tax, Tax, FIN 48, Tax Preparation, State Tax, Accounting, Financial Reporting, Financial Accounting
Education
Stevenson University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Stevenson University 2004 — 2009
Bachelor of Science (B.S.), Computer Information Systems - Forensics
Ryan Pulliam Ryan Pulliam's McGladrey Experience December 2014 - Present
Job Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Gross, Mendelsohn & Associates, P.A. January 2014 - November 2014
US Navy July 2004 - July 2010
Skills
Tax Preparation, Financial Accounting, Tax, GAAP, Financial Reporting
Education
Stevenson University 2012 — 2014
Anne Arundel Community College 2010 — 2012
General Studies
McGladrey December 2014 - Present
Gross, Mendelsohn & Associates, P.A. January 2014 - November 2014
US Navy July 2004 - July 2010
Skills
Tax Preparation, Financial Accounting, Tax, GAAP, Financial Reporting
Education
Stevenson University 2012 — 2014
Anne Arundel Community College 2010 — 2012
General Studies
Sean McGann's McGladrey Experience May 2006 - May 2009
Job Emergency Medicine Resident at Maimonides Medical Center
Industry Medical Practice
Experience
Maimonides Medical Center 2014 - Present
McGladrey May 2006 - May 2009
Education
Temple University School of Medicine 2010 — 2014
Doctor of Medicine (M.D.), Medicine
Temple University 2009 — 2010
Pre-Medicine/Pre-Medical Studies
Temple University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Maimonides Medical Center 2014 - Present
McGladrey May 2006 - May 2009
Education
Temple University School of Medicine 2010 — 2014
Doctor of Medicine (M.D.), Medicine
Temple University 2009 — 2010
Pre-Medicine/Pre-Medical Studies
Temple University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Sam Bates, MBA's McGladrey Experience October 2011 - September 2012
Job Indirect Tax Manager at JP Energy
Industry Financial Services
Experience
JP Energy September 2012 - Present
Cornerstone Management 2010 - Present
McGladrey October 2011 - September 2012
Grant Thornton LLP 2010 - October 2011
Ryan June 2008 - 2009
UBS Wealth Management June 2005 - August 2006
Skills
Tax, Financial Modeling, Finance, Accounting, Auditing, Investments, Management, Tax Law, Private Equity, Mutual Funds, Mergers & Acquisitions, Due Diligence, Financial Analysis, Internal Controls, Insurance, Valuation, Strategic Financial..., Financial Accounting, Real Estate, Financial Reporting, GAAP, Corporate Finance, Portfolio Management, Small Business, CPA
Education
Texas Tech University 2006 — 2008
Master's, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2008
M.B.A, Business Administration
Texas A&M University 2001 — 2005
BBA, Finance
Texas A&M University - Mays Business School 2001 — 2005
B.B.A, Finance
JP Energy September 2012 - Present
Cornerstone Management 2010 - Present
McGladrey October 2011 - September 2012
Grant Thornton LLP 2010 - October 2011
Ryan June 2008 - 2009
UBS Wealth Management June 2005 - August 2006
Skills
Tax, Financial Modeling, Finance, Accounting, Auditing, Investments, Management, Tax Law, Private Equity, Mutual Funds, Mergers & Acquisitions, Due Diligence, Financial Analysis, Internal Controls, Insurance, Valuation, Strategic Financial..., Financial Accounting, Real Estate, Financial Reporting, GAAP, Corporate Finance, Portfolio Management, Small Business, CPA
Education
Texas Tech University 2006 — 2008
Master's, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2008
M.B.A, Business Administration
Texas A&M University 2001 — 2005
BBA, Finance
Texas A&M University - Mays Business School 2001 — 2005
B.B.A, Finance
Breanne Venegas Breanne Venegas's McGladrey Experience November 2011 - November 2012
Job Tax Accountant at Magnum Hunter Resources Corporation
Industry Accounting
Experience
Magnum Hunter Resources Corporation November 2014 - Present
Dossani, Turnage & Van Hoose, P.C. (Turnage & Company, P.C.) November 2012 - November 2014
McGladrey November 2011 - November 2012
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Tax Accounting, Tax Research, CPA, Accounting, GAAP, Tax Returns, International Tax, Partnership Taxation
Education
Texas A&M University 2010 — 2011
Master's degree, Taxation
Texas A&M University 2006 — 2010
Bachelor of Science (BS), Accounting
Magnum Hunter Resources Corporation November 2014 - Present
Dossani, Turnage & Van Hoose, P.C. (Turnage & Company, P.C.) November 2012 - November 2014
McGladrey November 2011 - November 2012
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Tax Accounting, Tax Research, CPA, Accounting, GAAP, Tax Returns, International Tax, Partnership Taxation
Education
Texas A&M University 2010 — 2011
Master's degree, Taxation
Texas A&M University 2006 — 2010
Bachelor of Science (BS), Accounting
Jen (Poklemba) Shepley Jen (Poklemba) Shepley's McGladrey Experience January 2008 - Present
Job Southeast Region Campus Recruiting Leader @ McGladrey
Industry Accounting
Experience
McGladrey January 2008 - Present
University of Maryland January 2014 - Present
Reznick Group 2004 - 2008
Skills
College Recruiting, Talent Acquisition, Recruiting, Resume Writing, Onboarding, Interviews, Applicant Tracking..., Employee Benefits, Talent Management, Taleo, New Hire Orientations, Temporary Placement, Workforce Planning, Internet Recruiting, Employer Branding
Education
Stevenson University 2001 — 2005
Bachelor's Degree, Marketing with a Minor in Accounting
McGladrey January 2008 - Present
University of Maryland January 2014 - Present
Reznick Group 2004 - 2008
Skills
College Recruiting, Talent Acquisition, Recruiting, Resume Writing, Onboarding, Interviews, Applicant Tracking..., Employee Benefits, Talent Management, Taleo, New Hire Orientations, Temporary Placement, Workforce Planning, Internet Recruiting, Employer Branding
Education
Stevenson University 2001 — 2005
Bachelor's Degree, Marketing with a Minor in Accounting
Barbara Adler Barbara Adler's McGladrey Experience April 2011 - Present
Job Brand Partner with Nerium International and Tax Manager Tax Process and Technology
Industry Cosmetics
Experience
Barbara Adler - Nerium International Brand Partner July 2013 - Present
McGladrey April 2011 - Present
Jefferson Wells (a Manpower company) October 2005 - June 2011
Caldwell Community College August 2003 - June 2004
Shell Oil April 1998 - April 2002
E.M. Bossin & Company July 1997 - April 1998
Browning-Ferris Industries April 1989 - July 1997
PriceWaterhouse July 1988 - April 1989
Skills
Tax, Tax Preparation, Corporate Tax, Tax Accounting, International Tax, SEC filings, US GAAP, Income Tax, Tax Returns, CPA, Tax Research, Accounting, FIN 48, Tax Advisory, Tax Managers, Internal Controls, FAS109, Partnership Taxation, Tax Law, Financial Reporting
Education
Texas A&M University - Mays Business School 2000 — 2002
Accounting
Texas A&M University 1985 — 1988
MS, Accounting
Texas A&M University - Mays Business School 1985 — 1988
BBA, Accounting
Barbara Adler - Nerium International Brand Partner July 2013 - Present
McGladrey April 2011 - Present
Jefferson Wells (a Manpower company) October 2005 - June 2011
Caldwell Community College August 2003 - June 2004
Shell Oil April 1998 - April 2002
E.M. Bossin & Company July 1997 - April 1998
Browning-Ferris Industries April 1989 - July 1997
PriceWaterhouse July 1988 - April 1989
Skills
Tax, Tax Preparation, Corporate Tax, Tax Accounting, International Tax, SEC filings, US GAAP, Income Tax, Tax Returns, CPA, Tax Research, Accounting, FIN 48, Tax Advisory, Tax Managers, Internal Controls, FAS109, Partnership Taxation, Tax Law, Financial Reporting
Education
Texas A&M University - Mays Business School 2000 — 2002
Accounting
Texas A&M University 1985 — 1988
MS, Accounting
Texas A&M University - Mays Business School 1985 — 1988
BBA, Accounting
Steve Hunt, CIA, CISA, CRMA, CGEIT, CRISC Steve Hunt, CIA, CISA, CRMA, CGEIT, CRISC's McGladrey Experience April 2013 - Present
Job Vice President/Director Internal Audit
Industry Accounting
Experience
McGladrey April 2013 - Present
The Institute of Internal Auditors Inc. 2006 - 2014
Crowe Horwath LLP 2007 - April 2013
Hudson Financial Solutions 2005 - 2007
McAfee 2003 - 2005
Accretive Solutions 2000 - 2003
Ernst & Young 1997 - 2000
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, IT Audit, Information Technology, Risk Management, Governance, Sarbanes-Oxley, Finance, Enterprise Risk..., External Audit, Leadership, Accounting, Business Process, Analysis, Consulting, Financial Reporting, Risk Assessment, Security, Process Improvement, Program Management, Strategy, Mergers & Acquisitions, SOX 404, CISA, Assurance, Management Consulting, US GAAP, SEC Filings, COSO, Management, Financial Analysis, Business Process..., Financial Risk, Financial Accounting, Strategic Planning, Due Diligence, Financial Audits, Managerial Finance, Budgets, Banking, GAAP, Project Management, ERP, Executive Management, Change Management, Financial Services, Corporate Finance
Education
Texas A&M University-Commerce
MBA, Business Administration, Management and Operations
Stephen F. Austin State University
Bachelor's Degree, Accounting
McGladrey April 2013 - Present
The Institute of Internal Auditors Inc. 2006 - 2014
Crowe Horwath LLP 2007 - April 2013
Hudson Financial Solutions 2005 - 2007
McAfee 2003 - 2005
Accretive Solutions 2000 - 2003
Ernst & Young 1997 - 2000
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, IT Audit, Information Technology, Risk Management, Governance, Sarbanes-Oxley, Finance, Enterprise Risk..., External Audit, Leadership, Accounting, Business Process, Analysis, Consulting, Financial Reporting, Risk Assessment, Security, Process Improvement, Program Management, Strategy, Mergers & Acquisitions, SOX 404, CISA, Assurance, Management Consulting, US GAAP, SEC Filings, COSO, Management, Financial Analysis, Business Process..., Financial Risk, Financial Accounting, Strategic Planning, Due Diligence, Financial Audits, Managerial Finance, Budgets, Banking, GAAP, Project Management, ERP, Executive Management, Change Management, Financial Services, Corporate Finance
Education
Texas A&M University-Commerce
MBA, Business Administration, Management and Operations
Stephen F. Austin State University
Bachelor's Degree, Accounting
Nicole Duffy Nicole Duffy's McGladrey Experience September 2008 - February 2010
Job Project Manager at The Hite Company
Industry Wholesale
Experience
The Hite Company April 2011 - Present
Target May 2010 - March 2011
McGladrey September 2008 - February 2010
Skills
Microsoft Excel, Microsoft Office, Training, Microsoft Word, Construction, Invoicing, Troubleshooting, Leadership, Process Scheduler, Accounts Receivable, Data Analysis, Telecommunications, PowerPoint, Marketing, Marketing Strategy, Project Planning, Account Management, Manufacturing, Business Development, Team Leadership, MS Project, Contract Management, Contract Negotiation, Operations Management, Sales, Sales Operations
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting, Risk Management and Insurance
Altoona Area High School 2001 — 2004
The Hite Company April 2011 - Present
Target May 2010 - March 2011
McGladrey September 2008 - February 2010
Skills
Microsoft Excel, Microsoft Office, Training, Microsoft Word, Construction, Invoicing, Troubleshooting, Leadership, Process Scheduler, Accounts Receivable, Data Analysis, Telecommunications, PowerPoint, Marketing, Marketing Strategy, Project Planning, Account Management, Manufacturing, Business Development, Team Leadership, MS Project, Contract Management, Contract Negotiation, Operations Management, Sales, Sales Operations
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting, Risk Management and Insurance
Altoona Area High School 2001 — 2004
Nadereh Niktash Nadereh Niktash's McGladrey Experience June 2009 - Present
Job Administrative Assistant/Tax Processor at McGladrey
Industry Accounting
Experience
McGladrey June 2009 - Present
Deloitte & Touche, LLP December 2002 - May 2009
S.S. Papadopulos & Associates, Inc.(Environmental & Water Resource Consultant) May 2002 - December 2002
Reznick Group, CPA December 1997 - May 2002
Cox & Associates, CPA, P.C. November 1995 - December 1997
Snyder, Kamerow & Associates, CPA, P.C. October 1987 - November 1995
Dye & Eskin Life Insurance May 1987 - October 1987
Hecht Company May 1983 - October 1987
Skills
Administrative..., Accounting, Spreadsheets, QuickBooks, Accounts Payable, Accounts Receivable, Access, Payroll, Data Entry, Administrative...
Education
Richard Stockton College of New Jersey 1979 — 2013
BS in Business Administration, BA in Business Administration
Stockton State College 1979 — 1983
Bachelor Degree, Business Administration, 3.5
EducationB.A. in Business Administration- Stockton State College, Pomona, New Jersey- May 1979 — 1981
Bachelor of Arts, Business Administration
McGladrey June 2009 - Present
Deloitte & Touche, LLP December 2002 - May 2009
S.S. Papadopulos & Associates, Inc.(Environmental & Water Resource Consultant) May 2002 - December 2002
Reznick Group, CPA December 1997 - May 2002
Cox & Associates, CPA, P.C. November 1995 - December 1997
Snyder, Kamerow & Associates, CPA, P.C. October 1987 - November 1995
Dye & Eskin Life Insurance May 1987 - October 1987
Hecht Company May 1983 - October 1987
Skills
Administrative..., Accounting, Spreadsheets, QuickBooks, Accounts Payable, Accounts Receivable, Access, Payroll, Data Entry, Administrative...
Education
Richard Stockton College of New Jersey 1979 — 2013
BS in Business Administration, BA in Business Administration
Stockton State College 1979 — 1983
Bachelor Degree, Business Administration, 3.5
EducationB.A. in Business Administration- Stockton State College, Pomona, New Jersey- May 1979 — 1981
Bachelor of Arts, Business Administration
Kerri Sluyski Kerri Sluyski's McGladrey Experience October 2015 - Present
Job Tax Senior Associate
Industry Accounting
Experience
McGladrey October 2015 - Present
McGladrey October 2013 - Present
Suffolk University September 2012 - August 2013
Massachusetts IOLTA Committee January 2011 - September 2012
The Paper Store December 2008 - February 2011
New England Deaconess Association September 2006 - May 2008
Skills
Accounting, Administration, Word, Excel, Microsoft Office, Self Management, Research, Project Management, Finance, Microsoft Excel, Leadership, Access, Teamwork
Education
Suffolk University 2012 — 2013
MST, Taxation
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Major: Accounting, Minor: Finance, 3.9
Maynard High School 2004 — 2008
McGladrey October 2015 - Present
McGladrey October 2013 - Present
Suffolk University September 2012 - August 2013
Massachusetts IOLTA Committee January 2011 - September 2012
The Paper Store December 2008 - February 2011
New England Deaconess Association September 2006 - May 2008
Skills
Accounting, Administration, Word, Excel, Microsoft Office, Self Management, Research, Project Management, Finance, Microsoft Excel, Leadership, Access, Teamwork
Education
Suffolk University 2012 — 2013
MST, Taxation
Suffolk University - Sawyer School of Management 2008 — 2012
BSBA, Major: Accounting, Minor: Finance, 3.9
Maynard High School 2004 — 2008
Adam Kruvant Adam Kruvant's McGladrey Experience May 2011 - August 2011
Job Associate at Vanguard Realty
Industry Real Estate
Experience
Winick Realty Group February 2012 - January 2014
Vanguard Realty, Inc September 2011 - February 2012
McGladrey May 2011 - August 2011
brixmor 2011 - 2011
Wardann, Devito, LLC May 2010 - August 2010
Stifel Financial May 2010 - August 2010
Skills
Microsoft Office, Lotus Notes
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Accounting and Finance
Winick Realty Group February 2012 - January 2014
Vanguard Realty, Inc September 2011 - February 2012
McGladrey May 2011 - August 2011
brixmor 2011 - 2011
Wardann, Devito, LLC May 2010 - August 2010
Stifel Financial May 2010 - August 2010
Skills
Microsoft Office, Lotus Notes
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science, Accounting and Finance
Matt McClary's McGladrey Experience September 2008 - March 2009
Job Music Business Manager & Consultant
Industry Music
Experience
MSM Management October 2010 - Present
The Source Magazine January 2012 - May 2014
PNC Radio December 2012 - March 2014
EMI Music Publishing August 2012 - September 2012
Morgan Stanley January 2010 - October 2010
Macquarie Group October 2009 - January 2010
McGladrey September 2008 - March 2009
Metropolitan YMCA Singapore May 2007 - August 2007
Skills
Music Industry, A&R, Social Media, Marketing, Music Management, Brand Development, Event Planning, Sponsorship, Talent Booking, Social Media Marketing, Promotions, Financial Analysis, Accounting, Budget Management, Budget Forecasts, Music
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2008
Bachelor's Degree, Dual Concentration - Accounting/Finance
MSM Management October 2010 - Present
The Source Magazine January 2012 - May 2014
PNC Radio December 2012 - March 2014
EMI Music Publishing August 2012 - September 2012
Morgan Stanley January 2010 - October 2010
Macquarie Group October 2009 - January 2010
McGladrey September 2008 - March 2009
Metropolitan YMCA Singapore May 2007 - August 2007
Skills
Music Industry, A&R, Social Media, Marketing, Music Management, Brand Development, Event Planning, Sponsorship, Talent Booking, Social Media Marketing, Promotions, Financial Analysis, Accounting, Budget Management, Budget Forecasts, Music
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2008
Bachelor's Degree, Dual Concentration - Accounting/Finance
Heather Renshaw's McGladrey Experience January 2011 - January 2012
Job Property Accountant at Healthcare Trust of America, Inc.
Industry Accounting
Experience
Healthcare Trust of America, Inc. December 2014 - Present
Artex Risk Solutions, Inc. June 2014 - December 2014
American Realty Capital February 2013 - April 2014
KTR Capital Partners January 2012 - February 2013
McGladrey January 2011 - January 2012
HOME DEPOT April 2007 - December 2010
QuikDrop June 2005 - August 2006
Skills
Accounting, Auditing, Financial Analysis, Customer Service, QuickBooks, Financial Reporting, Cost Accounting, Accounts Payable, Finance, Accounts Receivable, Account Reconciliation, GAAP, Microsoft Excel, General Ledger, Financial Accounting, Financial Statements, Fixed Assets
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.54 GPA
Healthcare Trust of America, Inc. December 2014 - Present
Artex Risk Solutions, Inc. June 2014 - December 2014
American Realty Capital February 2013 - April 2014
KTR Capital Partners January 2012 - February 2013
McGladrey January 2011 - January 2012
HOME DEPOT April 2007 - December 2010
QuikDrop June 2005 - August 2006
Skills
Accounting, Auditing, Financial Analysis, Customer Service, QuickBooks, Financial Reporting, Cost Accounting, Accounts Payable, Finance, Accounts Receivable, Account Reconciliation, GAAP, Microsoft Excel, General Ledger, Financial Accounting, Financial Statements, Fixed Assets
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.54 GPA
Sneh Patel Sneh Patel's McGladrey Experience September 2004 - May 2010
Job Senior Associate KPMG
Industry Accounting
Experience
KPMG US September 2011 - Present
Ryan January 2011 - September 2011
Prudential Financial 2010 - December 2010
McGladrey September 2004 - May 2010
Skills
US Indirect Tax, Corporate Tax, Sales & Use Tax, Reverse Audits, Global Location &..., Sales & Use Tax..., Fixed Annuities, Microsoft Office, Public Speaking, Customer Service, Case Managment, Non-profits, PowerPoint, Microsoft Excel, Indirect Taxation, Data Analysis, Accounting, Auditing, Financial Audits
Education
Temple University
Bachelor of Business Administration (BBA), Accounting
KPMG US September 2011 - Present
Ryan January 2011 - September 2011
Prudential Financial 2010 - December 2010
McGladrey September 2004 - May 2010
Skills
US Indirect Tax, Corporate Tax, Sales & Use Tax, Reverse Audits, Global Location &..., Sales & Use Tax..., Fixed Annuities, Microsoft Office, Public Speaking, Customer Service, Case Managment, Non-profits, PowerPoint, Microsoft Excel, Indirect Taxation, Data Analysis, Accounting, Auditing, Financial Audits
Education
Temple University
Bachelor of Business Administration (BBA), Accounting
Andrew Kephart, CPA's McGladrey Experience August 2007 - October 2010
Job Senior Controller at Verdad Real Estate, Inc.
Industry Accounting
Experience
Verdad Real Estate, Inc. April 2015 - Present
Bright Realty, Ltd. July 2011 - April 2015
TravisWolff October 2010 - May 2011
Riveron Consulting 2011 - 2011
Brake Check 2011 - 2011
McGladrey August 2007 - October 2010
PricewaterhouseCoopers January 2006 - March 2006
Skills
Accounting, Auditing, GAAP, SEC filings, IFRS, Financial Reporting, Internal Controls, Consolidation, Cost Accounting, Yardi Voyager, External Audit, Financial Statements, Financial Analysis, Financial Accounting, Supervising, Real Estate Development, Commercial Real Estate, Audit, Problem Solving, Yardi, SEC reporting, Project Management, Advanced Expense..., SEC Filings, Sarbanes-Oxley Act, CPA, US GAAP, Budgets, Management, Finance, Accounts Payable
Education
Texas A&M University 2002 — 2007
MS, Finance
Texas A&M University 2002 — 2007
BS, Accounting
Verdad Real Estate, Inc. April 2015 - Present
Bright Realty, Ltd. July 2011 - April 2015
TravisWolff October 2010 - May 2011
Riveron Consulting 2011 - 2011
Brake Check 2011 - 2011
McGladrey August 2007 - October 2010
PricewaterhouseCoopers January 2006 - March 2006
Skills
Accounting, Auditing, GAAP, SEC filings, IFRS, Financial Reporting, Internal Controls, Consolidation, Cost Accounting, Yardi Voyager, External Audit, Financial Statements, Financial Analysis, Financial Accounting, Supervising, Real Estate Development, Commercial Real Estate, Audit, Problem Solving, Yardi, SEC reporting, Project Management, Advanced Expense..., SEC Filings, Sarbanes-Oxley Act, CPA, US GAAP, Budgets, Management, Finance, Accounts Payable
Education
Texas A&M University 2002 — 2007
MS, Finance
Texas A&M University 2002 — 2007
BS, Accounting
Gianna Migliaccio Gianna Migliaccio's McGladrey Experience October 2013 - September 2015
Job Analyst at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group September 2015 - Present
McGladrey October 2013 - September 2015
McGladrey June 2012 - August 2012
Syracuse University August 2011 - May 2012
Elizabeth Arden May 2011 - August 2011
Syracuse University August 2008 - May 2011
Starr Companies May 2010 - January 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Data Analysis, Finance, Research, Customer Service, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.)
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science
Mamaroneck High School 2004 — 2008
The Blackstone Group September 2015 - Present
McGladrey October 2013 - September 2015
McGladrey June 2012 - August 2012
Syracuse University August 2011 - May 2012
Elizabeth Arden May 2011 - August 2011
Syracuse University August 2008 - May 2011
Starr Companies May 2010 - January 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Data Analysis, Finance, Research, Customer Service, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.)
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science
Mamaroneck High School 2004 — 2008
Doug Bosley Doug Bosley's McGladrey Experience July 2010 - April 2011
Job Business Development Director for IT support and cloud consulting company – iCorps Technologies
Industry Information Technology and Services
Experience
iCorps Technologies April 2011 - Present
McGladrey July 2010 - April 2011
Caturano and Company February 2008 - June 2010
Vitale Caturano and Company October 2000 - January 2008
Danka Office Imaging October 1999 - October 2000
Oce August 1997 - October 1999
Toscano 1993 - 1994
The Hampshire House 1985 - 1992
Skills
Business Intelligence, Management Consulting, Software Development, SAP Business One, SaaS, Enterprise Software, Solution Selling, Cloud Computing, Start-ups, Demand Generation, Lead Generation, Strategic Planning, Intacct, Business Development, New Business Development, IT Outsourcing, IT Compliance, IT Consulting, Consulting, Outsourcing, Managed Services, ERP, Strategy, Integration, Cross-functional Team..., Leadership, SharePoint, Sales, IT Strategy, Selling, CRM, Office 365, Cloud Applications, Management, Professional Services, Information Technology
Education
Suffolk University - Sawyer School of Management 1997 — 1999
MBA
University of Wisconsin-Madison 1980 — 1985
B.S.
Horlick High School 1977 — 1980
iCorps Technologies April 2011 - Present
McGladrey July 2010 - April 2011
Caturano and Company February 2008 - June 2010
Vitale Caturano and Company October 2000 - January 2008
Danka Office Imaging October 1999 - October 2000
Oce August 1997 - October 1999
Toscano 1993 - 1994
The Hampshire House 1985 - 1992
Skills
Business Intelligence, Management Consulting, Software Development, SAP Business One, SaaS, Enterprise Software, Solution Selling, Cloud Computing, Start-ups, Demand Generation, Lead Generation, Strategic Planning, Intacct, Business Development, New Business Development, IT Outsourcing, IT Compliance, IT Consulting, Consulting, Outsourcing, Managed Services, ERP, Strategy, Integration, Cross-functional Team..., Leadership, SharePoint, Sales, IT Strategy, Selling, CRM, Office 365, Cloud Applications, Management, Professional Services, Information Technology
Education
Suffolk University - Sawyer School of Management 1997 — 1999
MBA
University of Wisconsin-Madison 1980 — 1985
B.S.
Horlick High School 1977 — 1980
Sumeet Shah Sumeet Shah's McGladrey Experience July 2012 - Present
Job Manager Financial Services
Industry Banking
Experience
McGladrey July 2012 - Present
Fannie Mae June 2010 - July 2012
MICROS 2007 - 2009
Micros Systems 2007 - 2008
American Woodmark 2005 - 2007
KPMG 2004 - 2005
Conway Company CPAs 2002 - 2004
Skills
Risk Management, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Auditing, Financial Reporting, Accounting, Financial Modeling, Financial Accounting, Forecasting, Due Diligence, Managerial Finance, PeopleSoft, Process Improvement, Credit Risk, Finance, Mergers & Acquisitions, Analysis, Corporate Finance, Financial Audits, Budgets
Education
BCPA 2013 — 2013
Certified Basel ii Professional
University of South Alabama 2007 — 2007
Six Sigma Green Belt
Texas A&M University 2001 — 2003
MBA, Finance
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
CA, Accounting and Finance
University of Mumbai
Masters, Accounting and Finance
University of Mumbai
Bachelors, Accounting and Finance
McGladrey July 2012 - Present
Fannie Mae June 2010 - July 2012
MICROS 2007 - 2009
Micros Systems 2007 - 2008
American Woodmark 2005 - 2007
KPMG 2004 - 2005
Conway Company CPAs 2002 - 2004
Skills
Risk Management, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Internal Audit, Auditing, Financial Reporting, Accounting, Financial Modeling, Financial Accounting, Forecasting, Due Diligence, Managerial Finance, PeopleSoft, Process Improvement, Credit Risk, Finance, Mergers & Acquisitions, Analysis, Corporate Finance, Financial Audits, Budgets
Education
BCPA 2013 — 2013
Certified Basel ii Professional
University of South Alabama 2007 — 2007
Six Sigma Green Belt
Texas A&M University 2001 — 2003
MBA, Finance
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
CA, Accounting and Finance
University of Mumbai
Masters, Accounting and Finance
University of Mumbai
Bachelors, Accounting and Finance
Myles Silvers, CPA Myles Silvers, CPA's McGladrey Experience November 2011 - Present
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2011 - Present
BLDG Management Co., Inc. June 2010 - July 2010
RSM McGladrey June 2009 - August 2009
Mark Angelo Financial Services June 2008 - August 2008
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Financial Reporting, US GAAP, Financial Analysis, Assurance, Finance, Leadership, Sarbanes-Oxley Act
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MS in Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Accounting (CPA) / Finance, Business
Syracuse University
McGladrey November 2011 - Present
BLDG Management Co., Inc. June 2010 - July 2010
RSM McGladrey June 2009 - August 2009
Mark Angelo Financial Services June 2008 - August 2008
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Financial Reporting, US GAAP, Financial Analysis, Assurance, Finance, Leadership, Sarbanes-Oxley Act
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
MS in Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Accounting (CPA) / Finance, Business
Syracuse University
Richard Stein's McGladrey Experience 2004 - 2006
Job Pure SaaS B2B Integration Specialist at Babelway | Integration Platform for Electronic B2B Data and Document Exchange
Industry Computer Software
Experience
Babelway 2014 - Present
Peteridge Properties 2009 - Present
NIP, Inc. / The Winner's Circle 2012 - 2014
Cortera 2008 - 2009
Sage Software 2006 - 2008
McGladrey 2004 - 2006
Reed Construction Data - A Division of Reed Elsevier 2002 - 2004
ChoicePoint - A Division of Reed Elsevier 2001 - 2002
Everglades Direct - Formerly g. Neil Companies 1998 - 2001
MCM Electronics 1994 - 1998
Skills
Salesforce.com, B2B, Sales Process, Strategic Partnerships, Lead Generation, CRM, SaaS, Account Management, Solution Selling, Sales Management, Sales Rep Training, Key Account..., NetSuite, Goldmine, Microsoft Applications, ERP Software, Software Construction, Budgets, Strategy, Sales, Training, Marketing Strategy, Direct Marketing, Exceptional People..., Marketing, Leadership, Management, Analytics
Education
Temple University
BA, Marketing, Management
Babelway 2014 - Present
Peteridge Properties 2009 - Present
NIP, Inc. / The Winner's Circle 2012 - 2014
Cortera 2008 - 2009
Sage Software 2006 - 2008
McGladrey 2004 - 2006
Reed Construction Data - A Division of Reed Elsevier 2002 - 2004
ChoicePoint - A Division of Reed Elsevier 2001 - 2002
Everglades Direct - Formerly g. Neil Companies 1998 - 2001
MCM Electronics 1994 - 1998
Skills
Salesforce.com, B2B, Sales Process, Strategic Partnerships, Lead Generation, CRM, SaaS, Account Management, Solution Selling, Sales Management, Sales Rep Training, Key Account..., NetSuite, Goldmine, Microsoft Applications, ERP Software, Software Construction, Budgets, Strategy, Sales, Training, Marketing Strategy, Direct Marketing, Exceptional People..., Marketing, Leadership, Management, Analytics
Education
Temple University
BA, Marketing, Management
Rachel (Mitcham) Kemp Rachel (Mitcham) Kemp's McGladrey Experience March 2015 - Present
Job Human Resources Manager at McGladrey
Industry Accounting
Experience
McGladrey March 2015 - Present
Omni Hotels May 2012 - Present
Omni Hotels June 2010 - May 2012
Omni Hotels- Corporate Office January 2010 - May 2010
Skills
Benefits Administration, Employee Relations, HRIS, Onboarding, Relationship Management, Interviews, Hospitality, New Hire Orientations, Talent Management, Deferred Compensation, College Recruiting, Event Planning, HR Policies, Applicant Tracking..., Payroll, Training, Team Leadership, Kronos Timekeeping, Conflict Resolution, Talent Acquisition, Personnel Management, Hiring, Performance Management, Succession Planning, Recruiting, Employee Engagement, Positive Energy, HR Policy Formulation, Employee Benefits, Procedure Development, Team Building, Ultipro, Human Resources, HRIS Database Management, Employee Training, Relationship Conflicts, Policy Analysis, Labor Relations, FMLA, Audits of Employee..., Career Counseling, Microsoft Office, Cross Functional..., Leadership Development, Leadership, ADP Payroll, Coaching, Birchstreet, Positive Employee...
Education
Texas A&M University 2006 — 2010
Bachelor of Science (B.S.), Human Resources Development
McGladrey March 2015 - Present
Omni Hotels May 2012 - Present
Omni Hotels June 2010 - May 2012
Omni Hotels- Corporate Office January 2010 - May 2010
Skills
Benefits Administration, Employee Relations, HRIS, Onboarding, Relationship Management, Interviews, Hospitality, New Hire Orientations, Talent Management, Deferred Compensation, College Recruiting, Event Planning, HR Policies, Applicant Tracking..., Payroll, Training, Team Leadership, Kronos Timekeeping, Conflict Resolution, Talent Acquisition, Personnel Management, Hiring, Performance Management, Succession Planning, Recruiting, Employee Engagement, Positive Energy, HR Policy Formulation, Employee Benefits, Procedure Development, Team Building, Ultipro, Human Resources, HRIS Database Management, Employee Training, Relationship Conflicts, Policy Analysis, Labor Relations, FMLA, Audits of Employee..., Career Counseling, Microsoft Office, Cross Functional..., Leadership Development, Leadership, ADP Payroll, Coaching, Birchstreet, Positive Employee...
Education
Texas A&M University 2006 — 2010
Bachelor of Science (B.S.), Human Resources Development
Kyle Richards's McGladrey Experience November 2010 - September 2014
Job Investment Tax Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
McGladrey November 2010 - September 2014
FourWinds Capital Management May 2008 - October 2010
Columbus Restaurant Group October 2007 - February 2008
Skills
Tax, Finance, CPA, Accounting
Education
Suffolk University 2011 — 2014
Joint MST/MBA, BSBA - Completed, Taxation and Business Management
Suffolk University 2006 — 2010
BSBA, Accounting
Goldman Sachs September 2014 - Present
McGladrey November 2010 - September 2014
FourWinds Capital Management May 2008 - October 2010
Columbus Restaurant Group October 2007 - February 2008
Skills
Tax, Finance, CPA, Accounting
Education
Suffolk University 2011 — 2014
Joint MST/MBA, BSBA - Completed, Taxation and Business Management
Suffolk University 2006 — 2010
BSBA, Accounting
Keri Wallace, CPA Keri Wallace, CPA's McGladrey Experience January 2013 - February 2015
Job Senior Tax Manager at Aycock & Company, PC
Industry Accounting
Experience
Aycock & Company, PC February 2015 - Present
McGladrey January 2013 - February 2015
Parmet, Chapman, & Madsen P.C. January 2011 - December 2012
Matthew Aycock, CPA, PC December 2007 - January 2011
BKD, LLP February 2004 - December 2007
David N. Miller & Company, LLP September 2000 - February 2004
KPMG US August 1998 - September 2000
KPMG US August 1997 - July 1998
KPMG US August 1996 - July 1997
KPMG US January 1995 - March 1995
Skills
Accounting, Tax, Tax Research, Tax Accounting, QuickBooks, Income Tax, Tax Preparation, General Ledger, Fixed Assets, CPA, ProSystem fx Tax, S Corporations, Financial Accounting, Partnership Taxation, Corporate Tax
Education
Texas A&M University 1995 — 1996
Master's Degree, Accounting
Texas A&M University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Aycock & Company, PC February 2015 - Present
McGladrey January 2013 - February 2015
Parmet, Chapman, & Madsen P.C. January 2011 - December 2012
Matthew Aycock, CPA, PC December 2007 - January 2011
BKD, LLP February 2004 - December 2007
David N. Miller & Company, LLP September 2000 - February 2004
KPMG US August 1998 - September 2000
KPMG US August 1997 - July 1998
KPMG US August 1996 - July 1997
KPMG US January 1995 - March 1995
Skills
Accounting, Tax, Tax Research, Tax Accounting, QuickBooks, Income Tax, Tax Preparation, General Ledger, Fixed Assets, CPA, ProSystem fx Tax, S Corporations, Financial Accounting, Partnership Taxation, Corporate Tax
Education
Texas A&M University 1995 — 1996
Master's Degree, Accounting
Texas A&M University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Ahreum Kim, CPA's McGladrey Experience October 2014 - Present
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - October 2014
Yoon & Kim LLP June 2011 - August 2011
National Association of Black Accountants (NABA) September 2010 - May 2011
Skills
Accounting, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
B.S., Accounting
McGladrey October 2014 - Present
McGladrey October 2012 - October 2014
Yoon & Kim LLP June 2011 - August 2011
National Association of Black Accountants (NABA) September 2010 - May 2011
Skills
Accounting, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
B.S., Accounting
Michael Chao's McGladrey Experience July 2014 - July 2014
Job Student at The University of Texas at Austin
Industry Accounting
Experience
EP ENERGY June 2014 - August 2014
McGladrey July 2014 - July 2014
Skills
Accounting, Finance, Oil & Gas, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Communication, Management, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master in Professional Accounting (MPA), Accounting
The University of Texas at Austin 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2012 — 2014
Business Administration
EP ENERGY June 2014 - August 2014
McGladrey July 2014 - July 2014
Skills
Accounting, Finance, Oil & Gas, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Communication, Management, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master in Professional Accounting (MPA), Accounting
The University of Texas at Austin 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2012 — 2014
Business Administration
Richard Silverman Richard Silverman's McGladrey Experience August 2011 - November 2014
Job Vice President of Development at MJK Real Estate Holding Company, LLC
Industry Accounting
Experience
MJK Real Estate Holding Company, LLC December 2014 - Present
McGladrey August 2011 - November 2014
Mid-America Real Estate May 2010 - August 2010
Fippex Interactive Client Communications April 2009 - September 2009
Skills
SOX Work, Business Valuation, Loans, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Risk Assessment, Project Planning, Financial Analysis, Financial Reporting, Financial Modeling, Auditing, Financial Accounting, Corporate Finance, Valuation, Due Diligence, Forensic Accounting, Finance, Microsoft Excel, Portfolio Management, Management, Investments, PAC
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelors, Accounting
Tel Aviv University 2010 — 2010
International Business
MJK Real Estate Holding Company, LLC December 2014 - Present
McGladrey August 2011 - November 2014
Mid-America Real Estate May 2010 - August 2010
Fippex Interactive Client Communications April 2009 - September 2009
Skills
SOX Work, Business Valuation, Loans, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Risk Assessment, Project Planning, Financial Analysis, Financial Reporting, Financial Modeling, Auditing, Financial Accounting, Corporate Finance, Valuation, Due Diligence, Forensic Accounting, Finance, Microsoft Excel, Portfolio Management, Management, Investments, PAC
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelors, Accounting
Tel Aviv University 2010 — 2010
International Business
Steve Douillette Steve Douillette's McGladrey Experience September 2015 - Present
Job Supervisor Infrastructure Consulting at McGladrey
Industry Management Consulting
Experience
McGladrey September 2015 - Present
McGladrey July 2014 - September 2015
The Hanover Insurance Group June 2008 - June 2014
Chaucer Syndicates Ltd February 2013 - April 2013
SD Consulting January 2000 - June 2008
J.K. Olivieri Insurance October 2001 - May 2007
Fidelity Investments April 2006 - September 2006
Harvard Medical School: Judge Baker Children's Center September 2005 - April 2006
Massachusetts House of Representatives September 2004 - January 2005
Skills
Office 365, IT Strategy, Windows 7, Mobile Devices, Active Directory, Integration, Servers, Windows Server, Virtualization, Infrastructure, Workstations, Networking, Software Documentation, Enterprise Software, Insurance, Technical Support, Enterprise Architecture, Project Management, SDLC, Strategy, Cisco Technologies, Customer Service, SharePoint, ITIL v3 Foundations..., Vendor Management, Requirements Gathering, Procurement, Business Analysis, Enterprise Mobility, Desktop Computers, Change Management, Desktop, Groupwise, Infrastructure Planning, IT Infrastructure Design
Education
Suffolk University
BSBA, Information Systems & Operations Management
McGladrey September 2015 - Present
McGladrey July 2014 - September 2015
The Hanover Insurance Group June 2008 - June 2014
Chaucer Syndicates Ltd February 2013 - April 2013
SD Consulting January 2000 - June 2008
J.K. Olivieri Insurance October 2001 - May 2007
Fidelity Investments April 2006 - September 2006
Harvard Medical School: Judge Baker Children's Center September 2005 - April 2006
Massachusetts House of Representatives September 2004 - January 2005
Skills
Office 365, IT Strategy, Windows 7, Mobile Devices, Active Directory, Integration, Servers, Windows Server, Virtualization, Infrastructure, Workstations, Networking, Software Documentation, Enterprise Software, Insurance, Technical Support, Enterprise Architecture, Project Management, SDLC, Strategy, Cisco Technologies, Customer Service, SharePoint, ITIL v3 Foundations..., Vendor Management, Requirements Gathering, Procurement, Business Analysis, Enterprise Mobility, Desktop Computers, Change Management, Desktop, Groupwise, Infrastructure Planning, IT Infrastructure Design
Education
Suffolk University
BSBA, Information Systems & Operations Management
Jan Phipps Jan Phipps's McGladrey Experience
Job Tax Leader Partner Houston at McGladrey
Industry Accounting
Experience
McGladrey
Skills
Internal Controls, Accounting, Financial Analysis, Investments, Financial Planning, Finance, Income Tax
Education
Stephen F. Austin State University
BBA, Accounting
McGladrey
Skills
Internal Controls, Accounting, Financial Analysis, Investments, Financial Planning, Finance, Income Tax
Education
Stephen F. Austin State University
BBA, Accounting
Cray Yoo Cray Yoo's McGladrey Experience August 2013 - September 2014
Job M&A and Corporate Development at Direct Energy
Industry Oil & Energy
Experience
Direct Energy September 2014 - Present
McGladrey August 2013 - September 2014
American Appraisal Associates July 2011 - August 2013
Bank of America Merrill Lynch May 2008 - July 2011
Education
Texas A&M University - Mays Business School 2003 — 2007
BBA
Texas A&M University - Mays Business School 2003 — 2007
BBA
Direct Energy September 2014 - Present
McGladrey August 2013 - September 2014
American Appraisal Associates July 2011 - August 2013
Bank of America Merrill Lynch May 2008 - July 2011
Education
Texas A&M University - Mays Business School 2003 — 2007
BBA
Texas A&M University - Mays Business School 2003 — 2007
BBA
David Eugene Kim, CPA David Eugene Kim, CPA's McGladrey Experience October 2013 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
C2 Education June 2013 - October 2013
University of North Carolina at Chapel Hill September 2012 - May 2013
Equilar October 2011 - April 2012
Swarthmore College September 2007 - May 2010
Skills
Mathematics, Excel, Data Analysis, Teaching, Accounting, Chemistry, Analysis, Microsoft Excel, Public Speaking, Financial Reporting
Education
University of North Carolina at Chapel Hill 2012 — 2013
Master of Accounting
UCLA 2011 — 2011
Accounting, Economics
Swarthmore College 2006 — 2010
B.A., Mathematics & Statistics, Chemistry
McGladrey October 2013 - Present
C2 Education June 2013 - October 2013
University of North Carolina at Chapel Hill September 2012 - May 2013
Equilar October 2011 - April 2012
Swarthmore College September 2007 - May 2010
Skills
Mathematics, Excel, Data Analysis, Teaching, Accounting, Chemistry, Analysis, Microsoft Excel, Public Speaking, Financial Reporting
Education
University of North Carolina at Chapel Hill 2012 — 2013
Master of Accounting
UCLA 2011 — 2011
Accounting, Economics
Swarthmore College 2006 — 2010
B.A., Mathematics & Statistics, Chemistry
Stella (Stellina) Saia Stella (Stellina) Saia's McGladrey Experience September 2012 - Present
Job Tax Administrative Assistant
Industry Marketing and Advertising
Experience
McGladrey September 2012 - Present
Dynasty Models and Talent Agency May 2004 - Present
WBZ/CBS Boston June 2011 - April 2012
Sorellina Restaurant October 2008 - November 2010
Skills
Event Planning, PowerPoint, Social Media, Outlook, Social Media Marketing, Fashion, Microsoft Office, Public Relations, Photoshop, Wordpress, Marketing Communications, Public Speaking, WordPress, Retail, Marketing Strategy, Sales, Marketing, Account Management, Time Management, Budgets, Management, Leadership, Customer Service, Team Building, Project Management, Strategic Planning, Training
Education
Suffolk University 2007 — 2011
Bachelor of Science, Business Management
McGladrey September 2012 - Present
Dynasty Models and Talent Agency May 2004 - Present
WBZ/CBS Boston June 2011 - April 2012
Sorellina Restaurant October 2008 - November 2010
Skills
Event Planning, PowerPoint, Social Media, Outlook, Social Media Marketing, Fashion, Microsoft Office, Public Relations, Photoshop, Wordpress, Marketing Communications, Public Speaking, WordPress, Retail, Marketing Strategy, Sales, Marketing, Account Management, Time Management, Budgets, Management, Leadership, Customer Service, Team Building, Project Management, Strategic Planning, Training
Education
Suffolk University 2007 — 2011
Bachelor of Science, Business Management
Justin Nobile Justin Nobile's McGladrey Experience June 2013 - Present
Job Assurance intern McGladrey
Industry Accounting
Experience
McGladrey June 2013 - Present
McGladrey 2013 - 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Access, Public Speaking, Customer Service, Social Media, Leadership, Event Planning, Social Networking
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Master of Science (MS), Accounting
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
McGladrey June 2013 - Present
McGladrey 2013 - 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Access, Public Speaking, Customer Service, Social Media, Leadership, Event Planning, Social Networking
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Master of Science (MS), Accounting
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Maxwell Heller, AIF®'s McGladrey Experience August 2015 - Present
Job M&A Advisor at McGladrey
Industry Financial Services
Experience
McGladrey August 2015 - Present
KPMG US January 2014 - August 2015
HJ Wealth Management, LLC October 2008 - January 2014
PricewaterhouseCoopers September 2003 - October 2008
Skills
Retirement Plans, Retirement, 401k, Retirement Plan..., Retirement Income..., Retirement Planning, Profit Sharing, Pensions, Defined Benefit, Savings, IRA's, 529 Plans, Budgeting, Cash Flow, Wealth Management, Financial Planning, Investments, Asset Management, Insurance, Due Diligence, Mergers, Business Valuation, Management Consulting, Business Planning, Financial Modeling, Start-ups, Estate Planning, Financial Analysis, Accounting, Valuation, Strategic Planning, Banking, Income Tax, Strategic Financial..., High Net Worth..., Family Business, Family Planning, Risk Management, Finance, Tax, Investment Advisory, Strategy, Small Business, Auditing, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Acquisitions, Private Equity, Investment Strategies
Education
ACG University 2015 — 2015
Professional Education, M&A Deal Cycle
Susquehanna University 1999 — 2003
BS, Accounting
Abington Friends School 1997 — 1999
High School
McGladrey August 2015 - Present
KPMG US January 2014 - August 2015
HJ Wealth Management, LLC October 2008 - January 2014
PricewaterhouseCoopers September 2003 - October 2008
Skills
Retirement Plans, Retirement, 401k, Retirement Plan..., Retirement Income..., Retirement Planning, Profit Sharing, Pensions, Defined Benefit, Savings, IRA's, 529 Plans, Budgeting, Cash Flow, Wealth Management, Financial Planning, Investments, Asset Management, Insurance, Due Diligence, Mergers, Business Valuation, Management Consulting, Business Planning, Financial Modeling, Start-ups, Estate Planning, Financial Analysis, Accounting, Valuation, Strategic Planning, Banking, Income Tax, Strategic Financial..., High Net Worth..., Family Business, Family Planning, Risk Management, Finance, Tax, Investment Advisory, Strategy, Small Business, Auditing, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Acquisitions, Private Equity, Investment Strategies
Education
ACG University 2015 — 2015
Professional Education, M&A Deal Cycle
Susquehanna University 1999 — 2003
BS, Accounting
Abington Friends School 1997 — 1999
High School
Louis Lee, CPA Louis Lee, CPA's McGladrey Experience November 2011 - July 2012
Job Tax Senior
Industry Accounting
Experience
Solera Holdings, Inc. January 2015 - Present
Suzhou Foreign Language School August 2014 - December 2014
Zale July 2012 - July 2014
McGladrey November 2011 - July 2012
Skills
Accounting, Tax Preparation, Corporate Tax, Partnership Taxation, Tax, Tax Research, Tax Law, CPA, Income Tax, SEC Filings, GAAP, Financial Reporting, Tax Accounting, Tax Returns, General Ledger, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Auditing, Internal Controls
Education
Texas A&M University 2010 — 2011
Master's degree, Taxation
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Nolan
Saint Andrews
Saint Andrews
Solera Holdings, Inc. January 2015 - Present
Suzhou Foreign Language School August 2014 - December 2014
Zale July 2012 - July 2014
McGladrey November 2011 - July 2012
Skills
Accounting, Tax Preparation, Corporate Tax, Partnership Taxation, Tax, Tax Research, Tax Law, CPA, Income Tax, SEC Filings, GAAP, Financial Reporting, Tax Accounting, Tax Returns, General Ledger, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Auditing, Internal Controls
Education
Texas A&M University 2010 — 2011
Master's degree, Taxation
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Nolan
Saint Andrews
Saint Andrews
Kerry Sullivan's McGladrey Experience 2012 - 2015
Job Executive Assistant at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Investments March 2015 - Present
McGladrey 2012 - 2015
McGivney & Kluger, PC September 2010 - May 2012
Skills
Legal Research, Microsoft Office, Adobe Acrobat, Multi-line Phone, LexisNexis, West Law, Westlaw, PowerPoint, Data Entry, Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Legal Writing, Administrative..., Access, Spreadsheets, Office Administration, Microsoft Publisher, Spanish, Time Management, Research, Telephone Skills
Education
Suffolk University 2008 — 2012
Bachelor of Arts (B.A.), Applied Legal Studies, Cum Laude
Cardinal Spellman High School 2004 — 2008
Liberty Mutual Investments March 2015 - Present
McGladrey 2012 - 2015
McGivney & Kluger, PC September 2010 - May 2012
Skills
Legal Research, Microsoft Office, Adobe Acrobat, Multi-line Phone, LexisNexis, West Law, Westlaw, PowerPoint, Data Entry, Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Legal Writing, Administrative..., Access, Spreadsheets, Office Administration, Microsoft Publisher, Spanish, Time Management, Research, Telephone Skills
Education
Suffolk University 2008 — 2012
Bachelor of Arts (B.A.), Applied Legal Studies, Cum Laude
Cardinal Spellman High School 2004 — 2008
Kaarina Santala Kaarina Santala's McGladrey Experience October 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey June 2013 - August 2013
Credit Suisse December 2010 - August 2011
Skills
Finance, Accounting, Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Auditing, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), CPA Accounting and Finance
McGladrey October 2014 - Present
McGladrey June 2013 - August 2013
Credit Suisse December 2010 - August 2011
Skills
Finance, Accounting, Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Equities, Auditing, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), CPA Accounting and Finance
Scott Klebanow Scott Klebanow's McGladrey Experience October 2013 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
Major League Soccer June 2012 - August 2012
Syracuse University September 2009 - June 2012
Cartoon Cuts June 2011 - August 2011
Syracuse University August 2010 - December 2010
Great Neck Public Schools July 2007 - August 2010
Skills
QuickBooks
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.), Accounting (CPA)
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Accounting (CPA)
McGladrey October 2013 - Present
Major League Soccer June 2012 - August 2012
Syracuse University September 2009 - June 2012
Cartoon Cuts June 2011 - August 2011
Syracuse University August 2010 - December 2010
Great Neck Public Schools July 2007 - August 2010
Skills
QuickBooks
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master of Science (M.S.), Accounting (CPA)
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science (B.S.), Accounting (CPA)
Elyse McMenimon Elyse McMenimon's McGladrey Experience December 2010 - November 2013
Job Officer at State Street
Industry Accounting
Experience
State Street December 2013 - Present
McGladrey December 2010 - November 2013
Chestnut Hill Realty May 2009 - September 2010
Skills
Internal Audit, Process Improvement, Sarbanes-Oxley, Internal Controls, Auditing
Education
Suffolk University 2006 — 2010
BSBA, Accounting
State Street December 2013 - Present
McGladrey December 2010 - November 2013
Chestnut Hill Realty May 2009 - September 2010
Skills
Internal Audit, Process Improvement, Sarbanes-Oxley, Internal Controls, Auditing
Education
Suffolk University 2006 — 2010
BSBA, Accounting
Allen Brooke Allen Brooke's McGladrey Experience November 2011 - Present
Job Assurance
Industry Accounting
Experience
McGladrey November 2011 - Present
Abrams Little-Gill Loberfeld Pc January 2010 - February 2010
Skills
GAAP
Education
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Accounting
McGladrey November 2011 - Present
Abrams Little-Gill Loberfeld Pc January 2010 - February 2010
Skills
GAAP
Education
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Accounting
Libby Johnson Libby Johnson's McGladrey Experience July 2010 - Present
Job Resource Manager at McGladrey
Industry Human Resources
Experience
McGladrey July 2010 - Present
Skills
Resource Management, Conflict Resolution, Performance Management, Employee Database..., Staff Development, Staff Retention, Applicant Tracking..., College Recruiting, Talent Acquisition, Employee Benefits, Onboarding, Interviews, HRIS, Benefits Administration, PeopleSoft
Education
Suffolk University - Sawyer School of Management 2006 — 2011
MBA
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science (B.S.)
McGladrey July 2010 - Present
Skills
Resource Management, Conflict Resolution, Performance Management, Employee Database..., Staff Development, Staff Retention, Applicant Tracking..., College Recruiting, Talent Acquisition, Employee Benefits, Onboarding, Interviews, HRIS, Benefits Administration, PeopleSoft
Education
Suffolk University - Sawyer School of Management 2006 — 2011
MBA
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelor of Science (B.S.)
Matt Santucci Matt Santucci's McGladrey Experience 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2012 - Present
Syracuse University January 2012 - September 2012
McGladrey 2011 - August 2011
Defense Finance and Accounting Service June 2009 - August 2010
Skills
Accounting, Financial Accounting, Auditing, US GAAP, Financial Reporting, Financial Statements, Microsoft Excel, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science (MS), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
BS, Accounting/CPA
PwC September 2012 - Present
Syracuse University January 2012 - September 2012
McGladrey 2011 - August 2011
Defense Finance and Accounting Service June 2009 - August 2010
Skills
Accounting, Financial Accounting, Auditing, US GAAP, Financial Reporting, Financial Statements, Microsoft Excel, PowerPoint
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science (MS), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
BS, Accounting/CPA
Bentley Simpson, CPA's McGladrey Experience October 2013 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
Corbis June 2012 - October 2013
Accounting Student Association June 2012 - June 2013
Roger CPA Review December 2011 - June 2013
AARP January 2013 - May 2013
Accounting Student Association December 2011 - June 2012
Tacoma Community College October 2011 - June 2012
Architectural Sheet Metal January 2006 - November 2008
Skills
Microsoft Excel, Accounting, Financial Accounting, Microsoft Word, Microsoft Office, Access, Financial Reporting, General Ledger, Accounts Receivable, QuickBooks, Time Management, Problem Solving, Financial Analysis, Auditing, US GAAP, IFRS, BEx, SAP, Internal Controls
Education
University of Washington Tacoma 2011 — 2013
Bachelors of Arts in Business Administration, Accounting
Tacoma Community College 2010 — 2011
Associate in Business, Accounting
Wilson High School 2001 — 2005
McGladrey October 2013 - Present
Corbis June 2012 - October 2013
Accounting Student Association June 2012 - June 2013
Roger CPA Review December 2011 - June 2013
AARP January 2013 - May 2013
Accounting Student Association December 2011 - June 2012
Tacoma Community College October 2011 - June 2012
Architectural Sheet Metal January 2006 - November 2008
Skills
Microsoft Excel, Accounting, Financial Accounting, Microsoft Word, Microsoft Office, Access, Financial Reporting, General Ledger, Accounts Receivable, QuickBooks, Time Management, Problem Solving, Financial Analysis, Auditing, US GAAP, IFRS, BEx, SAP, Internal Controls
Education
University of Washington Tacoma 2011 — 2013
Bachelors of Arts in Business Administration, Accounting
Tacoma Community College 2010 — 2011
Associate in Business, Accounting
Wilson High School 2001 — 2005
Clinton J. Turner Clinton J. Turner's McGladrey Experience February 2014 - July 2014
Job Currently Seeking Opportunities
Industry Accounting
Experience
McGladrey February 2014 - July 2014
DuncanSowers & Company, PLLC. February 2012 - May 2013
United States Department of Treasury - Internal Revenue Service April 2008 - January 2012
The Bank of New York Mellon December 2006 - January 2008
The Med Shop Total Care, Inc. February 1997 - May 2006
Skills
Auditing, Tax, Microsoft Office, Financial Reporting, Internal Audit, Internal Controls, Accounting, Marketing, Investments, Microsoft Word, Legal Writing, Analysis
Education
University of Texas at Tyler 1995 — 2002
BBA, Marketing, Accounting
Tecnológico de Monterrey 2002 — 2002
International Marketing
McGladrey February 2014 - July 2014
DuncanSowers & Company, PLLC. February 2012 - May 2013
United States Department of Treasury - Internal Revenue Service April 2008 - January 2012
The Bank of New York Mellon December 2006 - January 2008
The Med Shop Total Care, Inc. February 1997 - May 2006
Skills
Auditing, Tax, Microsoft Office, Financial Reporting, Internal Audit, Internal Controls, Accounting, Marketing, Investments, Microsoft Word, Legal Writing, Analysis
Education
University of Texas at Tyler 1995 — 2002
BBA, Marketing, Accounting
Tecnológico de Monterrey 2002 — 2002
International Marketing
Dana Sunderlin Dana Sunderlin's McGladrey Experience November 2011 - October 2014
Job Manager at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP November 2014 - Present
McGladrey November 2011 - October 2014
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Master's degree, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (BS), Accounting
Dixon Hughes Goodman LLP November 2014 - Present
McGladrey November 2011 - October 2014
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Master's degree, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (BS), Accounting
Dan Wickens, CPA Dan Wickens, CPA's McGladrey Experience October 2013 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
Peninsula School District August 2010 - September 2013
Accounting Student Association June 2012 - June 2013
Roger CPA Review November 2011 - May 2013
Accounting Student Association November 2011 - June 2012
Skills
Oral & Written..., Event Planning, Team Management, Microsoft Office, Accounting, Customer Service, Computers, Group Work
Education
University of Washington Tacoma 2011 — 2013
Bachelor of Arts in Business Administration (B.B.A.), Accounting, 3.32
Tacoma Community College 2009 — 2011
Associate of Business, Business Administration and Management, General, 3.44
McGladrey October 2013 - Present
Peninsula School District August 2010 - September 2013
Accounting Student Association June 2012 - June 2013
Roger CPA Review November 2011 - May 2013
Accounting Student Association November 2011 - June 2012
Skills
Oral & Written..., Event Planning, Team Management, Microsoft Office, Accounting, Customer Service, Computers, Group Work
Education
University of Washington Tacoma 2011 — 2013
Bachelor of Arts in Business Administration (B.B.A.), Accounting, 3.32
Tacoma Community College 2009 — 2011
Associate of Business, Business Administration and Management, General, 3.44
Alan Garrett Alan Garrett's McGladrey Experience 2006 - 2008
Job Experienced Tax Associate
Industry Accounting
Experience
Fortis Partners, LLC September 2008 - January 2014
McGladrey 2006 - 2008
KPMG 2005 - 2006
Private Family Office, LLC 2003 - 2005
Skills
Contract Negotiation, Tax, Public Speaking
Education
Temple University 2002 — 2005
MBA, Accounting
William & Mary 1994 — 1998
BA, Government
Fortis Partners, LLC September 2008 - January 2014
McGladrey 2006 - 2008
KPMG 2005 - 2006
Private Family Office, LLC 2003 - 2005
Skills
Contract Negotiation, Tax, Public Speaking
Education
Temple University 2002 — 2005
MBA, Accounting
William & Mary 1994 — 1998
BA, Government
Chuong Tran, CPA's McGladrey Experience January 2012 - August 2013
Job Assurance Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2013 - October 2014
McGladrey January 2012 - August 2013
Anheuser-Busch InBev May 2007 - May 2011
Suffolk University September 2009 - April 2010
Suffolk University September 2006 - April 2007
Reading Community Television June 2006 - August 2006
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Auditing, Financial Statements, US GAAP, Internal Controls, GAAP, QuickBooks
Education
Suffolk University - Sawyer Business School 2010 — 2011
MBA/MS, Accounting
Suffolk University - Sawyer Business School 2006 — 2010
BS/BA, Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2013 - October 2014
McGladrey January 2012 - August 2013
Anheuser-Busch InBev May 2007 - May 2011
Suffolk University September 2009 - April 2010
Suffolk University September 2006 - April 2007
Reading Community Television June 2006 - August 2006
Skills
Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Auditing, Financial Statements, US GAAP, Internal Controls, GAAP, QuickBooks
Education
Suffolk University - Sawyer Business School 2010 — 2011
MBA/MS, Accounting
Suffolk University - Sawyer Business School 2006 — 2010
BS/BA, Accounting
Anita Mott Anita Mott's McGladrey Experience January 2012 - September 2012
Job Treasury Analyst at Direct ChassisLink Inc.
Industry Accounting
Experience
Direct ChassisLink Inc. October 2012 - Present
McGladrey January 2012 - September 2012
Merck February 2010 - December 2011
Compass Group March 2006 - April 2009
Skills
SAP, Microsoft Excel, Oracle SQL, BMC Remedy, Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Financial Analysis, QuickBooks, Accounts Payable, General Ledger, Assurance, Auditing
Education
Strayer University-North Carolina 2007 — 2008
Master of Science (M.S.), Accounting
UNCG 2001 — 2004
Bachelor of Science (B.S.), Accounting
Direct ChassisLink Inc. October 2012 - Present
McGladrey January 2012 - September 2012
Merck February 2010 - December 2011
Compass Group March 2006 - April 2009
Skills
SAP, Microsoft Excel, Oracle SQL, BMC Remedy, Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Financial Analysis, QuickBooks, Accounts Payable, General Ledger, Assurance, Auditing
Education
Strayer University-North Carolina 2007 — 2008
Master of Science (M.S.), Accounting
UNCG 2001 — 2004
Bachelor of Science (B.S.), Accounting
Don Barker, Jr, CPA Don Barker, Jr, CPA's McGladrey Experience January 2002 - May 2005
Job Business & Personal Tax | Accounting | Assurance | SOX Consulting
Industry Accounting
Experience
Donald R. Barker, CPA January 2015 - Present
Robert Half Finance & Accounting July 2014 - Present
RGS Financial, Inc. December 2013 - July 2014
EFA Processing, L.P. (and its subsidiary Safeguard Recovery, LLC) May 2011 - October 2013
Montgomery Coscia Greilich LLP March 2008 - July 2010
David Prince, CPA firm April 2006 - March 2008
Southwest Corporate Federal Credit Union May 2005 - April 2006
McGladrey January 2002 - May 2005
Skills
Internal Controls, GAAP, Financial Reporting, Auditing, SEC filings, Internal Audit, CPA, Finance, Sarbanes-Oxley, Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Forecasting, US GAAP, Tax, Financial Analysis, Managerial Finance, Process Improvement, Fixed Assets, Financial Accounting, Payroll, Journal Entries, Analysis, Account Reconciliation, Corporate Tax, Management, Business Planning, Revenue Recognition, Consolidated Financial..., Financial Audits, Cash Flow, SEC Financial Reporting, Consulting, External Audit, Consolidation, Tax Research, Controllership Functions, Budget Forecasts, SOP 98-1, Business Advisory, Staff Supervision, Team Management, Adaptive Planning, Variance Analysis, Financial Modeling, Treasury, Operating Budgets, SOX 404, Internal Control...
Education
Texas A&M University
Bachelor of Science (BS)
Texas A&M University-Corpus Christi
Post Baccalaureate Certificate
Donald R. Barker, CPA January 2015 - Present
Robert Half Finance & Accounting July 2014 - Present
RGS Financial, Inc. December 2013 - July 2014
EFA Processing, L.P. (and its subsidiary Safeguard Recovery, LLC) May 2011 - October 2013
Montgomery Coscia Greilich LLP March 2008 - July 2010
David Prince, CPA firm April 2006 - March 2008
Southwest Corporate Federal Credit Union May 2005 - April 2006
McGladrey January 2002 - May 2005
Skills
Internal Controls, GAAP, Financial Reporting, Auditing, SEC filings, Internal Audit, CPA, Finance, Sarbanes-Oxley, Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Forecasting, US GAAP, Tax, Financial Analysis, Managerial Finance, Process Improvement, Fixed Assets, Financial Accounting, Payroll, Journal Entries, Analysis, Account Reconciliation, Corporate Tax, Management, Business Planning, Revenue Recognition, Consolidated Financial..., Financial Audits, Cash Flow, SEC Financial Reporting, Consulting, External Audit, Consolidation, Tax Research, Controllership Functions, Budget Forecasts, SOP 98-1, Business Advisory, Staff Supervision, Team Management, Adaptive Planning, Variance Analysis, Financial Modeling, Treasury, Operating Budgets, SOX 404, Internal Control...
Education
Texas A&M University
Bachelor of Science (BS)
Texas A&M University-Corpus Christi
Post Baccalaureate Certificate
Jessica Vining Hodges, CPA's McGladrey Experience August 2007 - February 2014
Job Assistant Controller at Community Bank
Industry Accounting
Experience
Independent Bank September 2015 - Present
Broker dealer in Dallas, TX March 2014 - September 2015
McGladrey August 2007 - February 2014
BKD, LLP January 2006 - July 2006
Skills
Accounting, Auditing, Assurance, Banking, External Audit, Financial Audits, Financial Reporting, Financial Statements, GAAP, Internal Controls, Sarbanes-Oxley, CPA, SEC Filings, US GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
Texas A&M University 2002 — 2007
MS, Accounting, Audit
Independent Bank September 2015 - Present
Broker dealer in Dallas, TX March 2014 - September 2015
McGladrey August 2007 - February 2014
BKD, LLP January 2006 - July 2006
Skills
Accounting, Auditing, Assurance, Banking, External Audit, Financial Audits, Financial Reporting, Financial Statements, GAAP, Internal Controls, Sarbanes-Oxley, CPA, SEC Filings, US GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
Texas A&M University 2002 — 2007
MS, Accounting, Audit
Eric Hamilton's McGladrey Experience June 2015 - August 2015
Job Risk Advisory Consulting Intern at McGladrey
Industry Financial Services
Experience
Temple University April 2015 - Present
McGladrey June 2015 - August 2015
Select Greater Philadelphia January 2015 - April 2015
Penske Truck Leasing May 2014 - August 2014
GMS Surgent CPA's & Advisors January 2014 - April 2014
Temple University February 2013 - March 2014
JAMES C. HAMILTON, INC June 2010 - July 2013
YMCA October 2011 - June 2012
Skills
Leadership, Public Speaking, Microsoft Word, Facebook, Dreamweaver, Team Building, Microsoft Excel, Cost Accounting, Accounting, GAAP, Social Networking, PowerPoint, Marketing, Leadership Development, MAC OS X Tiger, Sales Management, New Business Development, Microsoft Office, Marketing Strategy, Strategic Planning, Practice Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Downingtown East High School 2008 — 2012
Diploma
Temple University April 2015 - Present
McGladrey June 2015 - August 2015
Select Greater Philadelphia January 2015 - April 2015
Penske Truck Leasing May 2014 - August 2014
GMS Surgent CPA's & Advisors January 2014 - April 2014
Temple University February 2013 - March 2014
JAMES C. HAMILTON, INC June 2010 - July 2013
YMCA October 2011 - June 2012
Skills
Leadership, Public Speaking, Microsoft Word, Facebook, Dreamweaver, Team Building, Microsoft Excel, Cost Accounting, Accounting, GAAP, Social Networking, PowerPoint, Marketing, Leadership Development, MAC OS X Tiger, Sales Management, New Business Development, Microsoft Office, Marketing Strategy, Strategic Planning, Practice Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Downingtown East High School 2008 — 2012
Diploma
Blair Gurganus Blair Gurganus's McGladrey Experience March 2013 - October 2013
Job CBRN Analyst
Industry Research
Experience
Cubic November 2013 - Present
McGladrey March 2013 - October 2013
i_SW September 2012 - November 2012
Weichert Realtors May 2009 - 2012
Alternative Paths Training School June 2011 - August 2011
Camp Highroad May 2010 - August 2010
Skills
Marketing Communications, Facebook, Social Media, Office Management, Event Planning, Microsoft Office
Education
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), Sociology
George Mason University- School of Sociology 2011 — 2011
Study Abroad, Sustainable Human Development and Human Rights, A Gender Perspective
St. Margaret's School 2004 — 2008
Cubic November 2013 - Present
McGladrey March 2013 - October 2013
i_SW September 2012 - November 2012
Weichert Realtors May 2009 - 2012
Alternative Paths Training School June 2011 - August 2011
Camp Highroad May 2010 - August 2010
Skills
Marketing Communications, Facebook, Social Media, Office Management, Event Planning, Microsoft Office
Education
Sweet Briar College 2008 — 2012
Bachelor of Arts (B.A.), Sociology
George Mason University- School of Sociology 2011 — 2011
Study Abroad, Sustainable Human Development and Human Rights, A Gender Perspective
St. Margaret's School 2004 — 2008
Frank Barkan's McGladrey Experience June 1999 - Present
Job Director at McGladrey
Industry Accounting
Experience
McGladrey June 1999 - Present
Rudolph, Palitz June 1976 - June 1999
Education
The Ohio State University Fisher College of Business 1974 — 1976
Masters Degree, Accounting
Temple University 1972 — 1974
Bachelor of Arts
McGladrey June 1999 - Present
Rudolph, Palitz June 1976 - June 1999
Education
The Ohio State University Fisher College of Business 1974 — 1976
Masters Degree, Accounting
Temple University 1972 — 1974
Bachelor of Arts
Dana Milwicz's McGladrey Experience May 2010 - Present
Job Senior Business Analyst at McGladrey
Industry Accounting
Experience
McGladrey May 2010 - Present
RSM McGladrey March 1994 - August 2012
American Express Tax & Business Services 1997 - 2005
Skills
Business Process..., Internal Controls, Business Analysis, Accounting, Visio, Business Process, Project Management, Acquisition Integration, Mergers, Requirements Gathering, Microsoft Excel, Access, Analysis, Project Planning, Requirements Analysis, PeopleSoft, Microsoft Office, Risk Management, Finance
Education
Stevenson University 1988 — 1995
Bachelor of Science (B.S.), Computer Accounting
Stevenson University
Bachelor's degree, Accounting and Computer Science
McGladrey May 2010 - Present
RSM McGladrey March 1994 - August 2012
American Express Tax & Business Services 1997 - 2005
Skills
Business Process..., Internal Controls, Business Analysis, Accounting, Visio, Business Process, Project Management, Acquisition Integration, Mergers, Requirements Gathering, Microsoft Excel, Access, Analysis, Project Planning, Requirements Analysis, PeopleSoft, Microsoft Office, Risk Management, Finance
Education
Stevenson University 1988 — 1995
Bachelor of Science (B.S.), Computer Accounting
Stevenson University
Bachelor's degree, Accounting and Computer Science
Robert McBride's McGladrey Experience June 2010 - January 2013
Job CPA, Tax Manager Manufacturing and Distribution
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
Clifton Larson Allen January 2013 - November 2014
McGladrey June 2010 - January 2013
University of Washington 2008 - 2010
Conseco Finance 2000 - 2001
Conseco Finance Servicing Corp. 1999 - 2001
Skills
CPA, Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Payroll, Tax, Tax Preparation, US GAAP, QuickBooks, Accounts Receivable, Financial Accounting, Accounts Payable, Microsoft Excel, Corporate Tax, General Ledger, Loans
Education
University of Washington 2008 — 2010
Bachelor, Business Administration
Tacoma Community College 2006 — 2007
Associates, Business
Midland High School
High School Diploma
CliftonLarsonAllen November 2014 - Present
Clifton Larson Allen January 2013 - November 2014
McGladrey June 2010 - January 2013
University of Washington 2008 - 2010
Conseco Finance 2000 - 2001
Conseco Finance Servicing Corp. 1999 - 2001
Skills
CPA, Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Payroll, Tax, Tax Preparation, US GAAP, QuickBooks, Accounts Receivable, Financial Accounting, Accounts Payable, Microsoft Excel, Corporate Tax, General Ledger, Loans
Education
University of Washington 2008 — 2010
Bachelor, Business Administration
Tacoma Community College 2006 — 2007
Associates, Business
Midland High School
High School Diploma
Anne K. Walsh's McGladrey Experience August 2000 - August 2002
Job Captain of Team Cohen
Industry Food & Beverages
Experience
St. John the Evangelist Catholic Church January 2010 - Present
Mystery Writers of America Florida Chapter January 2002 - June 2005
McGladrey August 2000 - August 2002
McGladrey & Pullen, LLC (former Mullen & Company, LLC) August 1999 - March 2000
Cowan Bolduc Doherty, CPA's September 1996 - August 1999
Shatswell, MacLeod & Company, P.C. October 1995 - September 1996
TSSG (formally The Boston Company) November 1993 - September 1995
Education
The Ursuline Academy 1982 — 2008
Junior and Senior High School, 7-12
Syracuse University - Martin J. Whitman School of Management 1988 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
St. John the Evangelist Catholic Church January 2010 - Present
Mystery Writers of America Florida Chapter January 2002 - June 2005
McGladrey August 2000 - August 2002
McGladrey & Pullen, LLC (former Mullen & Company, LLC) August 1999 - March 2000
Cowan Bolduc Doherty, CPA's September 1996 - August 1999
Shatswell, MacLeod & Company, P.C. October 1995 - September 1996
TSSG (formally The Boston Company) November 1993 - September 1995
Education
The Ursuline Academy 1982 — 2008
Junior and Senior High School, 7-12
Syracuse University - Martin J. Whitman School of Management 1988 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
Brian Schreiner's McGladrey Experience June 2008 - August 2008
Job Audit Senior Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey & Pullen November 2009 - Present
Syracuse University Ambulance September 2005 - May 2009
McGladrey June 2008 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Accounting, Finance
McGladrey & Pullen November 2009 - Present
Syracuse University Ambulance September 2005 - May 2009
McGladrey June 2008 - August 2008
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
B.S., Accounting, Finance
Brendan Day's McGladrey Experience September 2007 - Present
Job Manager, Risk Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey September 2007 - Present
Caturano and Company September 2007 - July 2010
Color Kinetics June 2005 - July 2007
Skills
Sarbanes-Oxley Act, Internal Audit, Process Improvement, Internal Controls, Sarbanes-Oxley, Financial Reporting, US GAAP, Auditing
Education
Suffolk University - Sawyer Business School 2007 — 2008
MSA, Accounting
Suffolk University - Sawyer School of Management 2004 — 2007
BSBA, Accounting
McGladrey September 2007 - Present
Caturano and Company September 2007 - July 2010
Color Kinetics June 2005 - July 2007
Skills
Sarbanes-Oxley Act, Internal Audit, Process Improvement, Internal Controls, Sarbanes-Oxley, Financial Reporting, US GAAP, Auditing
Education
Suffolk University - Sawyer Business School 2007 — 2008
MSA, Accounting
Suffolk University - Sawyer School of Management 2004 — 2007
BSBA, Accounting
Terri LaFlam's McGladrey Experience 2003 - Present
Job Staff Accountant at McGladrey
Industry Accounting
Experience
McGladrey 2003 - Present
Cole Haan 1993 - 2001
Skills
Accounting, Tax, QuickBooks, Financial Reporting, Tax Returns, GAAP, Income Tax, Corporate Tax, Tax Accounting, Financial Accounting
Education
Strayer University (VA)
Bachelor of Science (B.S.), Accounting
McGladrey 2003 - Present
Cole Haan 1993 - 2001
Skills
Accounting, Tax, QuickBooks, Financial Reporting, Tax Returns, GAAP, Income Tax, Corporate Tax, Tax Accounting, Financial Accounting
Education
Strayer University (VA)
Bachelor of Science (B.S.), Accounting
Jeff Sandeen's McGladrey Experience May 2009 - Present
Job Instructional Technology and Media
Industry E-Learning
Experience
McGladrey May 2009 - Present
Education
Stephens College 1972 — 1975
McGladrey May 2009 - Present
Education
Stephens College 1972 — 1975
Barbara R. Martin's McGladrey Experience July 2010 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey July 2010 - Present
Caturano and Company October 1983 - September 2010
Caturano and Company 1983 - 2010
Caturano and Company 1983 - 2009
Skills
Tax, Accounting, QuickBooks, Financial Reporting, Tax Returns, Tax Accounting, Business Process..., Intacct, Bill.com, Trust Accounting
Education
Suffolk University 1995 — 2008
MST, Accounting & Taxation
Suffolk University - Sawyer Business School
Bachelor of Science degree, Accounting
Suffolk University - Sawyer Business School
Master of Science degree, Taxation
McGladrey July 2010 - Present
Caturano and Company October 1983 - September 2010
Caturano and Company 1983 - 2010
Caturano and Company 1983 - 2009
Skills
Tax, Accounting, QuickBooks, Financial Reporting, Tax Returns, Tax Accounting, Business Process..., Intacct, Bill.com, Trust Accounting
Education
Suffolk University 1995 — 2008
MST, Accounting & Taxation
Suffolk University - Sawyer Business School
Bachelor of Science degree, Accounting
Suffolk University - Sawyer Business School
Master of Science degree, Taxation
Thad Bostic's McGladrey Experience September 1992 - July 1995
Job Chief Financial Officer at Jacksonville Armada FC
Industry Sports
Experience
Jacksonville Armada FC September 2014 - Present
Hammock Dunes Club, Inc. November 2013 - August 2014
PGA TOUR September 2001 - November 2013
PwC September 1996 - June 2000
McGladrey September 1992 - July 1995
Education
Stetson University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Jacksonville Armada FC September 2014 - Present
Hammock Dunes Club, Inc. November 2013 - August 2014
PGA TOUR September 2001 - November 2013
PwC September 1996 - June 2000
McGladrey September 1992 - July 1995
Education
Stetson University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Ron Perry, CPA's McGladrey Experience January 2009 - January 2011
Job Tax Partner at Mohle Adams
Industry Accounting
Experience
Mohle Adams December 2014 - Present
Mohle Adams, LLP January 2011 - December 2014
McGladrey January 2009 - January 2011
Grant Thornton February 2007 - May 2007
Skills
Estate Planning, Individual Taxation, Investment Partnerships, Family Partnerships, Trust & Estate Taxation, Small Business Tax, S Corporations, Tax, ProSystem fx Tax, Partnership Taxation, CPA, US Tax, GAAP, Tax Accounting, Tax Research
Education
Texas A&M University 2007 — 2008
Master's degree, Taxation
Texas A&M University 2003 — 2007
Bachelor's degree, Accounting
Mohle Adams December 2014 - Present
Mohle Adams, LLP January 2011 - December 2014
McGladrey January 2009 - January 2011
Grant Thornton February 2007 - May 2007
Skills
Estate Planning, Individual Taxation, Investment Partnerships, Family Partnerships, Trust & Estate Taxation, Small Business Tax, S Corporations, Tax, ProSystem fx Tax, Partnership Taxation, CPA, US Tax, GAAP, Tax Accounting, Tax Research
Education
Texas A&M University 2007 — 2008
Master's degree, Taxation
Texas A&M University 2003 — 2007
Bachelor's degree, Accounting
Valerie Haven, PHR, SHRM-CP's McGladrey Experience September 2012 - December 2014
Job Regional HR Generalist at McGladrey
Industry Human Resources
Experience
McGladrey September 2012 - December 2014
Tom Curren Companies June 2011 - September 2012
Make-A-Wish Foundation of Central New York September 2010 - December 2010
Tom Curren Companies May 2010 - August 2010
WHY International April 2008 - August 2008
Skills
PeopleSoft, Social Media, Nonprofits, Human Resources, Entrepreneurship, Microsoft Office, Marketing, Management, Event Management, Microsoft Word, Leadership, Strategy, Reporting & Analysis, Non-profits, Adobe Creative Suite, Community Outreach, Project Management, Accounting, Strategic Planning, Microsoft Excel, Resource Management, Small Business...
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
BAC, Enterpreneurship
McGladrey September 2012 - December 2014
Tom Curren Companies June 2011 - September 2012
Make-A-Wish Foundation of Central New York September 2010 - December 2010
Tom Curren Companies May 2010 - August 2010
WHY International April 2008 - August 2008
Skills
PeopleSoft, Social Media, Nonprofits, Human Resources, Entrepreneurship, Microsoft Office, Marketing, Management, Event Management, Microsoft Word, Leadership, Strategy, Reporting & Analysis, Non-profits, Adobe Creative Suite, Community Outreach, Project Management, Accounting, Strategic Planning, Microsoft Excel, Resource Management, Small Business...
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
BAC, Enterpreneurship
Jeff Sandeen's McGladrey Experience May 2009 - Present
Job Instruction Technology and Media Manager
Industry E-Learning
Experience
McGladrey May 2009 - Present
PLATO Learning 1993 - 2004
Minneapolis College of Art and Design 1989 - 1990
Skills
Learning Management, Camtasia, Internal Communications, Public Speaking, Instructor-led Training, Training Delivery, Curriculum Development, Instructional Technology, Editing, Blended Learning, Social Media, E-Learning, Instructional Design, Training, Leadership, AngularJS, JavaScript, HTML, Project Management, Drupal, Video, Digital Photography, Digital Audio, Flash, Digital Choreography
Education
Stephens College 1972 — 1975
BFA, Dance
McGladrey May 2009 - Present
PLATO Learning 1993 - 2004
Minneapolis College of Art and Design 1989 - 1990
Skills
Learning Management, Camtasia, Internal Communications, Public Speaking, Instructor-led Training, Training Delivery, Curriculum Development, Instructional Technology, Editing, Blended Learning, Social Media, E-Learning, Instructional Design, Training, Leadership, AngularJS, JavaScript, HTML, Project Management, Drupal, Video, Digital Photography, Digital Audio, Flash, Digital Choreography
Education
Stephens College 1972 — 1975
BFA, Dance
Matt Ho's McGladrey Experience June 2014 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2014 - Present
University of Baltimore January 2012 - May 2014
SC&H Group June 2013 - August 2013
CohnReznick LLP January 2013 - April 2013
Barnes & Noble College Booksellers August 2006 - October 2010
Skills
Interpersonal..., Goal Oriented, Accounting, Teamwork, Microsoft Office, PowerPoint, Leadership, Public Speaking, Social Networking, Microsoft Excel, SAP, Financial Statements, Tax, Time Management, Auditing
Education
University of Baltimore 2012 — 2014
Accounting
Temple University
McGladrey June 2014 - Present
University of Baltimore January 2012 - May 2014
SC&H Group June 2013 - August 2013
CohnReznick LLP January 2013 - April 2013
Barnes & Noble College Booksellers August 2006 - October 2010
Skills
Interpersonal..., Goal Oriented, Accounting, Teamwork, Microsoft Office, PowerPoint, Leadership, Public Speaking, Social Networking, Microsoft Excel, SAP, Financial Statements, Tax, Time Management, Auditing
Education
University of Baltimore 2012 — 2014
Accounting
Temple University
Alfredo Jacobo, CPA, CIA's McGladrey Experience October 2014 - Present
Job Senior Associate, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey October 2014 - Present
McGladrey January 2013 - Present
Michaels Stores, Inc. July 2012 - November 2012
Real Time Resolutions, Inc. August 2011 - July 2012
Texas A&M University August 2007 - December 2008
Skills
Internal Audit, Training, Financial Analysis, Management, Microsoft Excel, Data Analysis, Microsoft Word, Analysis, Accounting, Microsoft Office, Loss Mitigation, Outlook, Auditing, PowerPoint, Customer Service
Education
The University of Texas at Dallas 2012 — 2012
M.S. in Accounting
Texas A&M University 2001 — 2006
B.S. in Economics with a minor in Business Administration
McGladrey October 2014 - Present
McGladrey January 2013 - Present
Michaels Stores, Inc. July 2012 - November 2012
Real Time Resolutions, Inc. August 2011 - July 2012
Texas A&M University August 2007 - December 2008
Skills
Internal Audit, Training, Financial Analysis, Management, Microsoft Excel, Data Analysis, Microsoft Word, Analysis, Accounting, Microsoft Office, Loss Mitigation, Outlook, Auditing, PowerPoint, Customer Service
Education
The University of Texas at Dallas 2012 — 2012
M.S. in Accounting
Texas A&M University 2001 — 2006
B.S. in Economics with a minor in Business Administration
Matt Ramos's McGladrey Experience September 2015 - Present
Job Senior Associate, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey September 2015 - Present
HD Vest Financial Services May 2013 - September 2015
HD Vest Financial Services May 2011 - May 2013
H.D. Vest Financial Services November 2007 - May 2011
Wells Fargo 2005 - 2007
Skills
Securities, Series 7, Mutual Funds, Risk Management, Wealth Management, Investments, Retirement Planning, Equities, Financial Advisory, Customer Service, Research, Social Media, Series 63, FINRA, Banking, Financial Services, Credit, Series 24, AML, Asset Allocation, Insurance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Financial Planning
Education
Texas A&M University
McGladrey September 2015 - Present
HD Vest Financial Services May 2013 - September 2015
HD Vest Financial Services May 2011 - May 2013
H.D. Vest Financial Services November 2007 - May 2011
Wells Fargo 2005 - 2007
Skills
Securities, Series 7, Mutual Funds, Risk Management, Wealth Management, Investments, Retirement Planning, Equities, Financial Advisory, Customer Service, Research, Social Media, Series 63, FINRA, Banking, Financial Services, Credit, Series 24, AML, Asset Allocation, Insurance, Strategic Financial..., Fixed Annuities, Mortgage Lending, Financial Planning
Education
Texas A&M University
Alisha O'Brien's McGladrey Experience October 2012 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
McGladrey November 2010 - Present
Vertex Inc. September 2009 - November 2010
Vertex Inc. June 2009 - August 2009
Skills
US GAAP, Accounting, Strategic Planning
Education
Temple University 2006 — 2010
BBA, Accounting
McGladrey October 2012 - Present
McGladrey November 2010 - Present
Vertex Inc. September 2009 - November 2010
Vertex Inc. June 2009 - August 2009
Skills
US GAAP, Accounting, Strategic Planning
Education
Temple University 2006 — 2010
BBA, Accounting
Sean Ellis's McGladrey Experience September 2014 - Present
Job Technology & Management Consulting Manager at McGladrey
Industry Management Consulting
Experience
McGladrey September 2014 - Present
McGladrey September 2013 - September 2014
McGladrey September 2012 - September 2013
Staples August 2011 - October 2012
Staples August 2009 - October 2011
Staples August 2010 - February 2011
Staples May 2009 - August 2010
Staples May 2008 - August 2008
Hunt Meadow Swim Team June 2006 - July 2007
Skills
Minitab, SPSS, Access, Excel, Queries, SQL, Microsoft Office 2007, WebEx, Visual Basic, Value Stream Mapping, Process Capability, Financial Modeling, Financial Analysis, Distribution Center..., Operating Budgets, Budget Process, Green Belt, Mentoring, Coaching, International Logistics, Sensitivity Analysis, Influence Without..., Influence At All Levels, Six Sigma, Microsoft Excel, Strategy, Business Process, Operations Management, Leadership, Process Improvement, Budgets, Forecasting, Supply Chain Management, Logistics, Project Management, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Supply Chain Management, Finance
McGladrey September 2014 - Present
McGladrey September 2013 - September 2014
McGladrey September 2012 - September 2013
Staples August 2011 - October 2012
Staples August 2009 - October 2011
Staples August 2010 - February 2011
Staples May 2009 - August 2010
Staples May 2008 - August 2008
Hunt Meadow Swim Team June 2006 - July 2007
Skills
Minitab, SPSS, Access, Excel, Queries, SQL, Microsoft Office 2007, WebEx, Visual Basic, Value Stream Mapping, Process Capability, Financial Modeling, Financial Analysis, Distribution Center..., Operating Budgets, Budget Process, Green Belt, Mentoring, Coaching, International Logistics, Sensitivity Analysis, Influence Without..., Influence At All Levels, Six Sigma, Microsoft Excel, Strategy, Business Process, Operations Management, Leadership, Process Improvement, Budgets, Forecasting, Supply Chain Management, Logistics, Project Management, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Supply Chain Management, Finance
Scarlett Lu's McGladrey Experience October 2013 - January 2014
Job Senior Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
Emily Discenza's McGladrey Experience June 2013 - August 2013
Job Associate at Dermody, Burke & Brown, CPAs, LLC
Industry Accounting
Experience
Dermody, Burke & Brown, CPAs, LLC July 2014 - Present
Syracuse University September 2013 - May 2014
KTB Capital LLC. January 2013 - September 2013
McGladrey June 2013 - August 2013
KTB Capital LLC. January 2011 - January 2013
KTB Capital LLC. January 2010 - December 2010
WithLoveAli B. September 2009 - February 2010
First American Real Estate Tax Corp. July 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Research, Social Media, Multi-family Investment..., Investor Relations, Process Optimization, Real Estate, Property Management, Financial Reporting, Market Research, CoStar, Sales, Leadership, Pivot Tables, Business Analysis, Team Leadership, Program Management
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Master of Science (M.S.), Accounting
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.), Economics, Italian, Cum Laude
University of Siena 2007 — 2007
Italian Language and Literature, Art History
Greater Rochester Association of Realtors 2011 — 2013
Licensed Real Estate Salesperson
Dermody, Burke & Brown, CPAs, LLC July 2014 - Present
Syracuse University September 2013 - May 2014
KTB Capital LLC. January 2013 - September 2013
McGladrey June 2013 - August 2013
KTB Capital LLC. January 2011 - January 2013
KTB Capital LLC. January 2010 - December 2010
WithLoveAli B. September 2009 - February 2010
First American Real Estate Tax Corp. July 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Research, Social Media, Multi-family Investment..., Investor Relations, Process Optimization, Real Estate, Property Management, Financial Reporting, Market Research, CoStar, Sales, Leadership, Pivot Tables, Business Analysis, Team Leadership, Program Management
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Master of Science (M.S.), Accounting
University of Rochester 2005 — 2009
Bachelor of Arts (B.A.), Economics, Italian, Cum Laude
University of Siena 2007 — 2007
Italian Language and Literature, Art History
Greater Rochester Association of Realtors 2011 — 2013
Licensed Real Estate Salesperson
Ted Ahn's McGladrey Experience January 2004 - June 2011
Job CRF Advisors
Industry Banking
Experience
CRF Advisors June 2011 - Present
McGladrey January 2004 - June 2011
Skills
SEC reporting, Financial Reporting, Accounting, Audit, Sarbanes-Oxley Act, Auditing, SEC filings, Portfolio Management, GAAP, Valuation, Internal Audit, Financial Statements, Credit Risk, Credit, External Audit, Loans
Education
Temple University 2003 — 2004
Accounting
University of Illinois at Chicago
Accounting
CRF Advisors June 2011 - Present
McGladrey January 2004 - June 2011
Skills
SEC reporting, Financial Reporting, Accounting, Audit, Sarbanes-Oxley Act, Auditing, SEC filings, Portfolio Management, GAAP, Valuation, Internal Audit, Financial Statements, Credit Risk, Credit, External Audit, Loans
Education
Temple University 2003 — 2004
Accounting
University of Illinois at Chicago
Accounting
Tina Romine's McGladrey Experience 1997 - 2003
Job Director, Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America February 2010 - June 2013
Bank of America 2003 - 2009
McGladrey 1997 - 2003
Skills
Financial Analysis, CPA, Finance, Risk Management, Project Management, Leadership, Financial Modeling, Treasury Management, Governance, Operational Risk, Auditing, Non-profit Volunteering
Education
Stetson University 1992 — 1997
Masters, Accounting
Bank of America July 2013 - Present
Bank of America February 2010 - June 2013
Bank of America 2003 - 2009
McGladrey 1997 - 2003
Skills
Financial Analysis, CPA, Finance, Risk Management, Project Management, Leadership, Financial Modeling, Treasury Management, Governance, Operational Risk, Auditing, Non-profit Volunteering
Education
Stetson University 1992 — 1997
Masters, Accounting
Anam Mughal's McGladrey Experience November 2014 - Present
Job Project Administrator at McGladrey
Industry Nonprofit Organization Management
Experience
McGladrey November 2014 - Present
Inside Out--TV Show on Al Jazeera Network August 2012 - Present
UncommonGoods June 2014 - January 2015
UncommonGoods September 2013 - January 2015
MODEL26 May 2012 - January 2014
Student World Assembly January 2011 - November 2013
CIANA February 2010 - December 2010
J Street Fund Education September 2009 - February 2010
Clinique April 2007 - March 2008
Skills
Microsoft Office, Sales Management, Social Media Marketing, Marketing Communications, Marketing Strategy, Strategic Public..., Clerical Skills, Organizational..., Partner Program..., Fundraising, Online Articles, Event Planning, Community Outreach, Non-profit Program..., Executive Level..., Staff Development, Program Development, Quality Assurance, Team Management, Writing, Training, Leadership, Editing, Program Management, Analysis, Nonprofits, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word
Education
Stony Brook University 2010 — 2011
Masters, Public Policy Analysis
Stony Brook University 2006 — 2010
Bacherlor's of Political Science, Comparative Politics and International Relations
McGladrey November 2014 - Present
Inside Out--TV Show on Al Jazeera Network August 2012 - Present
UncommonGoods June 2014 - January 2015
UncommonGoods September 2013 - January 2015
MODEL26 May 2012 - January 2014
Student World Assembly January 2011 - November 2013
CIANA February 2010 - December 2010
J Street Fund Education September 2009 - February 2010
Clinique April 2007 - March 2008
Skills
Microsoft Office, Sales Management, Social Media Marketing, Marketing Communications, Marketing Strategy, Strategic Public..., Clerical Skills, Organizational..., Partner Program..., Fundraising, Online Articles, Event Planning, Community Outreach, Non-profit Program..., Executive Level..., Staff Development, Program Development, Quality Assurance, Team Management, Writing, Training, Leadership, Editing, Program Management, Analysis, Nonprofits, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Word
Education
Stony Brook University 2010 — 2011
Masters, Public Policy Analysis
Stony Brook University 2006 — 2010
Bacherlor's of Political Science, Comparative Politics and International Relations
Hang Linh, CPA's McGladrey Experience January 2015 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
McGladrey October 2012 - Present
J.P. Morgan June 2010 - August 2010
Skills
Accounting
Education
Suffolk University 2011 — 2012
Master of Science (M.S.), Accounting
Suffolk University 2007 — 2011
McGladrey January 2015 - Present
McGladrey October 2012 - Present
J.P. Morgan June 2010 - August 2010
Skills
Accounting
Education
Suffolk University 2011 — 2012
Master of Science (M.S.), Accounting
Suffolk University 2007 — 2011
Michelle Macías's McGladrey Experience August 2015 - Present
Job Consulting Senior Associate – Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey August 2015 - Present
Deloitte January 2013 - August 2015
ASESORIA FINANCIERA INTERNACIONAL (AFINT) July 2012 - September 2012
University of Texas at Austin February 2012 - May 2012
Color Harmony Experts January 2011 - May 2011
Skills
Accounting, Auditing, Market Research, Customer Service, Marketing, Financial Reporting, Financial Analysis, Internal Controls, Internal Audit, Forecasting, Strategic Financial..., Microsoft Excel, Process Improvement, Finance, Leadership, Cost Accounting, US GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MPA - Master in Professional Accounting, Accounting, Auditing, etc
Tecnológico de Monterrey 2008 — 2012
B. A. Finances and Accounting, Accounting & Finances
The Chinese University of Hong Kong 2012 — 2012
UT Summer Study Abroad, International Accounting
University of California, Berkeley, Haas School of Business 2010 — 2010
Marketing, Introduction to International Business
McGladrey August 2015 - Present
Deloitte January 2013 - August 2015
ASESORIA FINANCIERA INTERNACIONAL (AFINT) July 2012 - September 2012
University of Texas at Austin February 2012 - May 2012
Color Harmony Experts January 2011 - May 2011
Skills
Accounting, Auditing, Market Research, Customer Service, Marketing, Financial Reporting, Financial Analysis, Internal Controls, Internal Audit, Forecasting, Strategic Financial..., Microsoft Excel, Process Improvement, Finance, Leadership, Cost Accounting, US GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MPA - Master in Professional Accounting, Accounting, Auditing, etc
Tecnológico de Monterrey 2008 — 2012
B. A. Finances and Accounting, Accounting & Finances
The Chinese University of Hong Kong 2012 — 2012
UT Summer Study Abroad, International Accounting
University of California, Berkeley, Haas School of Business 2010 — 2010
Marketing, Introduction to International Business
Ana Torcomian's McGladrey Experience June 2012 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2012 - Present
Public House December 2010 - November 2013
LEADING EDGE LOGISTICS December 2006 - March 2012
Armenian Sisters Academy March 2007 - June 2009
Skills
CPA, US GAAP reporting, IDEA Data Analysis, Financial Statement..., Audits of Employee..., Financial Accounting, Internal Controls, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Transportation..., Armenian, SAP, Laserfiche, Caseware, Auditing, GAAP
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Accountancy (MAcc), Accounting
TEMPLE UNIVERSITY, Fox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey June 2012 - Present
Public House December 2010 - November 2013
LEADING EDGE LOGISTICS December 2006 - March 2012
Armenian Sisters Academy March 2007 - June 2009
Skills
CPA, US GAAP reporting, IDEA Data Analysis, Financial Statement..., Audits of Employee..., Financial Accounting, Internal Controls, Accounts Receivable, Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Transportation..., Armenian, SAP, Laserfiche, Caseware, Auditing, GAAP
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Accountancy (MAcc), Accounting
TEMPLE UNIVERSITY, Fox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Jeffrey Pierson's McGladrey Experience May 2014 - Present
Job Senior Tax Accountant at McGladrey
Industry Accounting
Experience
McGladrey May 2014 - Present
Core Laboratories February 2012 - April 2014
UHY Advisors July 2008 - February 2012
Education
Texas A&M University 2003 — 2008
BBA, MS, Accounting
McGladrey May 2014 - Present
Core Laboratories February 2012 - April 2014
UHY Advisors July 2008 - February 2012
Education
Texas A&M University 2003 — 2008
BBA, MS, Accounting
Nicole Falcione's McGladrey Experience October 2014 - Present
Job Audit Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey LLP September 2007 - Present
Skills
Auditing, Internal Controls, GAAP, CPA, External Audit, Assurance, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Statements, General Ledger
Education
Temple University 2003 — 2007
Bachelors, Accounting
McGladrey October 2014 - Present
McGladrey LLP September 2007 - Present
Skills
Auditing, Internal Controls, GAAP, CPA, External Audit, Assurance, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Statements, General Ledger
Education
Temple University 2003 — 2007
Bachelors, Accounting
Gina Cardinal's McGladrey Experience January 2015 - September 2015
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG September 2015 - Present
McGladrey January 2015 - September 2015
Fesnak and Associates, LLP July 2007 - December 2014
Ernst & Young July 2006 - July 2007
Kreischer Miller January 2002 - June 2006
Skills
GAAP, Tax, Corporate Tax, Income Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax Preparation, Financial Analysis, Auditing
Education
Villanova University 2009 — 2012
Master of Taxation
Temple University 2000 — 2002
B.B.A, Accounting
KPMG September 2015 - Present
McGladrey January 2015 - September 2015
Fesnak and Associates, LLP July 2007 - December 2014
Ernst & Young July 2006 - July 2007
Kreischer Miller January 2002 - June 2006
Skills
GAAP, Tax, Corporate Tax, Income Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax Preparation, Financial Analysis, Auditing
Education
Villanova University 2009 — 2012
Master of Taxation
Temple University 2000 — 2002
B.B.A, Accounting
Chance Gray's McGladrey Experience July 2012 - May 2013
Job Associate Athletic Director / Faculty
Industry Religious Institutions
Experience
McKinney Christian Academy May 2013 - Present
McGladrey July 2012 - May 2013
McGladrey November 2010 - July 2012
Skills
GAAP, CPA, External Audit, Finance
Education
Texas A&M University 2005 — 2010
Master of Science (MS), Finance
McKinney Christian Academy May 2013 - Present
McGladrey July 2012 - May 2013
McGladrey November 2010 - July 2012
Skills
GAAP, CPA, External Audit, Finance
Education
Texas A&M University 2005 — 2010
Master of Science (MS), Finance
Ashley Shafer, CPA's McGladrey Experience September 2014 - Present
Job Senior Auditor at McGladrey
Industry Accounting
Experience
McGladrey September 2014 - Present
Southwest Securities August 2013 - August 2014
PricewaterhouseCoopers September 2010 - August 2013
Skills
SEC reporting, Accounting, Financial Reporting, Financial Accounting, SOX, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Auditing, CPA, Big 4, GAAP
Education
Texas A&M University - Mays Business School 2005 — 2010
Bachelor of Business Administration (B.B.A.) and Masters of Science, Accounting and Finance
coppell high school
McGladrey September 2014 - Present
Southwest Securities August 2013 - August 2014
PricewaterhouseCoopers September 2010 - August 2013
Skills
SEC reporting, Accounting, Financial Reporting, Financial Accounting, SOX, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Auditing, CPA, Big 4, GAAP
Education
Texas A&M University - Mays Business School 2005 — 2010
Bachelor of Business Administration (B.B.A.) and Masters of Science, Accounting and Finance
coppell high school
Teresa Wilson Garza, CPA's McGladrey Experience August 2015 - Present
Job Federal Tax Compliance Specialist and Consultant
Industry Accounting
Experience
McGladrey August 2015 - Present
Weaver August 2014 - July 2015
Weaver August 2013 - July 2014
Weaver January 2011 - July 2013
Tarrant County College April 2006 - December 2010
Weaver June 2009 - October 2009
Costco Wholesale August 2001 - July 2004
Walgreens Pharmacy 1998 - 2002
Skills
Access, Accounting, Microsoft Excel, Tax, Financial Reporting, Income Tax, CPA, QuickBooks, Financial Analysis, Auditing, Microsoft Word, Accounts Receivable, Financial Accounting, Accounts Payable, Microsoft Office, SQL, Partnership Taxation, Payroll, GAAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Tax Accounting, PowerPoint, Internal Controls, Corporate Tax, Tax Preparation, Tax Returns, Fixed Assets, ProSystem fx Tax, Forecasting, Tax Research, Accruals, Assurance, Customer Service, Cash Management, International Tax, Due Diligence, Management, Business Analysis, Budgets, Financial Statements, US GAAP, Mergers, Analysis, Cash Flow, Spreadsheets, Project Management, Sales Tax, Oil
Education
University of North Texas 2007 — 2011
Master of Science (MS), Taxation
University of North Texas 2007 — 2011
Bachelor of Science (BS), Accounting
Tarrant County College
Associate of Arts, Business Administration
McGladrey August 2015 - Present
Weaver August 2014 - July 2015
Weaver August 2013 - July 2014
Weaver January 2011 - July 2013
Tarrant County College April 2006 - December 2010
Weaver June 2009 - October 2009
Costco Wholesale August 2001 - July 2004
Walgreens Pharmacy 1998 - 2002
Skills
Access, Accounting, Microsoft Excel, Tax, Financial Reporting, Income Tax, CPA, QuickBooks, Financial Analysis, Auditing, Microsoft Word, Accounts Receivable, Financial Accounting, Accounts Payable, Microsoft Office, SQL, Partnership Taxation, Payroll, GAAP, General Ledger, Account Reconciliation, Sarbanes-Oxley Act, Tax Accounting, PowerPoint, Internal Controls, Corporate Tax, Tax Preparation, Tax Returns, Fixed Assets, ProSystem fx Tax, Forecasting, Tax Research, Accruals, Assurance, Customer Service, Cash Management, International Tax, Due Diligence, Management, Business Analysis, Budgets, Financial Statements, US GAAP, Mergers, Analysis, Cash Flow, Spreadsheets, Project Management, Sales Tax, Oil
Education
University of North Texas 2007 — 2011
Master of Science (MS), Taxation
University of North Texas 2007 — 2011
Bachelor of Science (BS), Accounting
Tarrant County College
Associate of Arts, Business Administration
James Massey's McGladrey Experience January 2010 - July 2011
Job at Verizon
Industry Telecommunications
Experience
Verizon May 2013 - Present
Ernst & Young August 2011 - May 2013
McGladrey January 2010 - July 2011
Deloitte January 2005 - January 2010
Skills
Accounting, Auditing, General Ledger, Internal Controls, US GAAP, GAAP, External Audit, Sarbanes-Oxley Act, Financial Analysis
Education
Stetson University 2010 — 2011
MAcc, Accounting
University of Central Florida 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Verizon May 2013 - Present
Ernst & Young August 2011 - May 2013
McGladrey January 2010 - July 2011
Deloitte January 2005 - January 2010
Skills
Accounting, Auditing, General Ledger, Internal Controls, US GAAP, GAAP, External Audit, Sarbanes-Oxley Act, Financial Analysis
Education
Stetson University 2010 — 2011
MAcc, Accounting
University of Central Florida 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Steve Sakamoto's McGladrey Experience November 2010 - Present
Job Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2010 - Present
Education
Temple University 2006 — 2010
McGladrey November 2010 - Present
Education
Temple University 2006 — 2010
Dale Burns's McGladrey Experience November 2008 - December 2012
Job CPA
Industry Accounting
Experience
McGladrey November 2008 - December 2012
Deloitte & Touche, LLP January 1996 - August 2008
Riggs & Company June 1983 - January 1996
Skills
US GAAP, Internal Controls, IFRS, Accounting, Revenue Recognition, Tax, Consolidation, Assurance, Sarbanes-Oxley Act, CPA, Auditing
Education
Stetson University 1977 — 1981
BBA, Accounting
St. Elizabeth High School 1973 — 1977
High School Diploma
McGladrey November 2008 - December 2012
Deloitte & Touche, LLP January 1996 - August 2008
Riggs & Company June 1983 - January 1996
Skills
US GAAP, Internal Controls, IFRS, Accounting, Revenue Recognition, Tax, Consolidation, Assurance, Sarbanes-Oxley Act, CPA, Auditing
Education
Stetson University 1977 — 1981
BBA, Accounting
St. Elizabeth High School 1973 — 1977
High School Diploma
Nick Richey's McGladrey Experience November 2011 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2011 - Present
Skills
Financial Accounting, Financial Analysis, GAAP, Financial Reporting, Auditing
Education
Virginia Commonwealth University 2010 — 2011
Masters, Accountancy
Old Dominion University - College of Business and Public Administration 2007 — 2009
Bachelor of Science, Accounting & Finance
McGladrey November 2011 - Present
Skills
Financial Accounting, Financial Analysis, GAAP, Financial Reporting, Auditing
Education
Virginia Commonwealth University 2010 — 2011
Masters, Accountancy
Old Dominion University - College of Business and Public Administration 2007 — 2009
Bachelor of Science, Accounting & Finance
Rhonda Steadman's McGladrey Experience December 2013 - Present
Job Family Wealth Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. March 2009 - December 2013
Skills
Tax Preparation, Tax, Income Tax, Accounting, CPA, High Net Worth..., Tax Accounting, Big 4, Tax Returns, QuickBooks, Tax Research, Bookkeeping, General Ledger, Cash Flow, Financial Accounting, Accountants, Accruals, Fixed Assets, Financial Reporting, Journal Entries, Tax Advisory, Internal Controls, Account Reconciliation, Financial Statements, Sales Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Balance, Microsoft Excel, IRS, US Tax
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
University of St. Thomas (TX)
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. March 2009 - December 2013
Skills
Tax Preparation, Tax, Income Tax, Accounting, CPA, High Net Worth..., Tax Accounting, Big 4, Tax Returns, QuickBooks, Tax Research, Bookkeeping, General Ledger, Cash Flow, Financial Accounting, Accountants, Accruals, Fixed Assets, Financial Reporting, Journal Entries, Tax Advisory, Internal Controls, Account Reconciliation, Financial Statements, Sales Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Balance, Microsoft Excel, IRS, US Tax
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
University of St. Thomas (TX)
Josh Steinberg's McGladrey Experience August 2012 - Present
Job Senior Associate at McGladrey
Industry Information Technology and Services
Experience
McGladrey August 2012 - Present
Everett Public Schools August 2008 - July 2012
Skills
ITIL, Windows Server
Education
Suffolk University 2002 — 2006
American History B.S.
McGladrey August 2012 - Present
Everett Public Schools August 2008 - July 2012
Skills
ITIL, Windows Server
Education
Suffolk University 2002 — 2006
American History B.S.
Hatty Liu's McGladrey Experience June 2014 - August 2014
Job Assurance Intern at McGladrey
Industry
Experience
McGladrey June 2014 - August 2014
Syracuse University August 2013 - May 2014
Academy of Literary Circles July 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Teaching
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Accounting
Bronx High School of Science 2006 — 2010
McGladrey June 2014 - August 2014
Syracuse University August 2013 - May 2014
Academy of Literary Circles July 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Teaching
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Bachelor of Science (BS), Accounting
Bronx High School of Science 2006 — 2010
Hammond Honor's McGladrey Experience April 2013 - Present
Job Associate Consultant at McGladrey
Industry Accounting
Experience
McGladrey April 2013 - Present
Education
Tarleton State University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Tarleton State University 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
McGladrey April 2013 - Present
Education
Tarleton State University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Tarleton State University 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Amanda Medina's McGladrey Experience October 2011 - October 2013
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
Northwood University December 2013 - May 2014
McGladrey October 2011 - October 2013
Education
Texas A&M University
MS and BBA, Accounting
Northwood University December 2013 - May 2014
McGladrey October 2011 - October 2013
Education
Texas A&M University
MS and BBA, Accounting
Zhi(Jenny) Ren's McGladrey Experience 2008 - 2009
Job CPA
Industry Accounting
Experience
McGladrey 2008 - 2009
Gorfine, Schiller & Gardyn, P.A. November 2005 - October 2008
Skills
proficient with various..., CCH ProSystem..., RIA Checkpoint, BNA Tax..., Other Office Software:..., Tax, Income Tax
Education
Strayer University (VA) 2002 — 2004
Master's degree, Accounting, 3.75
McGladrey 2008 - 2009
Gorfine, Schiller & Gardyn, P.A. November 2005 - October 2008
Skills
proficient with various..., CCH ProSystem..., RIA Checkpoint, BNA Tax..., Other Office Software:..., Tax, Income Tax
Education
Strayer University (VA) 2002 — 2004
Master's degree, Accounting, 3.75
Alexandra Stead's McGladrey Experience January 2014 - Present
Job Tax Production Specialist at McGladrey
Industry Accounting
Experience
McGladrey January 2014 - Present
Skills
Screenwriting, Journalism, Tax Preparation, Tax Returns
Education
Suffolk University 2004 — 2008
Bachelor's Degree, Communication and Journalism, Film/Cinema/Video Studies
McGladrey January 2014 - Present
Skills
Screenwriting, Journalism, Tax Preparation, Tax Returns
Education
Suffolk University 2004 — 2008
Bachelor's Degree, Communication and Journalism, Film/Cinema/Video Studies