McGladrey Company
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey Employees
McGladrey October 2014 - Present
Total Networx Inc January 2013 - October 2014
Total Networx Inc October 2011 - January 2013
Oakwood Partners January 2009 - January 2012
Colliers International November 2007 - September 2008
Opus January 2006 - October 2007
Skills
Information Security, Disaster Recovery, Banking Technology, Real Estate, Regulatory Compliance, Instructional Technology, Management, CRM, Leadership
Education
University of Minnesota-Twin Cities 2014 — 2015
Master of Science (M.S.), Security Technologies
The Ohio State University 2002 — 2005
Bachelor of Arts, Sociology
The Tax Star: Strategic Tax & Accounting Resources November 2014 - Present
CT Valley Tax Executives Institute (www.TEI.org) July 2013 - Present
Silver Cygnet, LLC 1996 - Present
First Niagara Bank May 2014 - November 2014
Canberra May 2013 - December 2013
Zygo Corporation March 2009 - November 2012
Deloitte Tax May 2007 - March 2009
McGladrey January 1994 - December 1994
PwC 1993 - 1994
Arthur Andersen January 1990 - December 1992
Skills
Tax, FAS109, FIN 48, Financial Reporting, Accounting, Internal Controls, Auditing, Corporate Tax, Tax Research, Financial Analysis, Tax Accounting, Cost Accounting, GAAP, Income Tax, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Tax Preparation, Account Reconciliation, Tax Returns, Mergers, Strategic Financial..., CPA, Consolidation, Finance, Mergers & Acquisitions, QuickBooks, Management, General Ledger, Financial Forecasting, Sarbanes-Oxley, US GAAP, Forecasting, SEC Filings, Financial Planning
Education
The New School 2001 — 2006
public finance
University of New Haven 1986 — 1995
bs, ms, tax
The Culinary Institute of America 1981 — 1982
AS, Culinary Arts
University of Missouri-Columbia 1979 — 1980
NA, General Studies
Khorus March 2013 - June 2015
Lake Austin Advisors LP February 2013 - June 2015
P180 Investments LLC February 2013 - June 2015
MedCPU May 2012 - December 2012
McGladrey September 2004 - September 2011
Architect of the Capitol June 2003 - August 2003
National Economic Council July 2002 - August 2002
Skills
Financial Reporting, Accounting, Word, Audit, Financial Analysis, Financial Accounting, Auditing, GAAP, Microsoft Office, Valuation, PowerPoint, General Ledger, Outlook, Non-profits, Fair Value, QuickBooks, Microsoft Excel, Financial Modeling, Corporate Finance, Data Analysis, Cash Flow Forecasting, DCF Valuation, Sensitivity Analysis, Microsoft Word, Accounts Payable, Analysis, Nonprofits, Internal Controls, US GAAP, Strategic Financial..., Tax, Finance, Due Diligence, SEC filings, Investments, Financial Statements, Financial Planning
Education
The College of William and Mary - The Mason School of Business 2010 — 2013
MBA / MAcc, Accounting, Finance
James Madison University - College of Business 2000 — 2004
BBA, Accounting with Concentration in Accounting Information Systems
Bolinger Segars Gilbert & Moss December 2013 - Present
Thomson Reuters July 2012 - December 2013
AuldridgeGriffin, PC June 2011 - June 2012
Hartman Leito & Bolt LLP February 2008 - June 2011
Trinity Industries June 2007 - January 2008
McGladrey December 2003 - June 2007
Skills
Auditing, Business, Consulting, US GAAP, Auditing Standards, Due Diligence, Internal Controls, Internal Control..., Management, Team Building, Leadership, Compilation Of..., Financial Reporting, GAAP, CPA
Education
Texas Tech University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Texas Instruments August 2015 - Present
Weaver September 2013 - Present
McGladrey July 2012 - September 2013
ParenteBeard LLC October 2011 - December 2011
Frost Bank May 2011 - August 2011
Skills
Forensic Accounting, Fraud, Financial Statements, Due Diligence, Profit, Mergers & Acquisitions, Financial Accounting, Financial Analysis, Valuation, DCF, Financial Modeling, Private Equity, Capital Markets, Lost Profits, Contract Analysis, Commercial Litigation, Restructuring, Damage Assessment, Business Valuation
Education
Texas Christian University 2011 — 2012
Master of Science (MS), Accounting
Trinity University 2007 — 2011
B.S. Business Administration
Kingwood
Novan Therapeutics October 2014 - Present
McGladrey October 2012 - October 2014
McGladrey November 2010 - October 2012
Elliott Davis August 2006 - November 2010
Skills
CPA, US GAAP, Financial Statements, Auditing, Assurance, Internal Controls, External Audit, Due Diligence, Financial Accounting, Microsoft Excel, Accounting Research, Accounting, Financial Analysis, Financial Reporting
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2006
Master of Accounting (MAcc), Accounting
Wittenberg University 2001 — 2005
Bachelor of Arts in Management, Concentration in Finance, Concentration in Accounting
Robert W. Baird & Co. June 2015 - September 2015
MakerSquare June 2014 - September 2014
Guggenheim Partners January 2013 - June 2014
McGladrey August 2009 - December 2012
SMART Business Advisory and Consulting June 2008 - August 2008
McGladrey January 2008 - April 2008
HSBC June 2007 - August 2007
Skills
Corporate Tax, Tax Preparation, Tax Advisory, Accounting, Financial Accounting, FIN 48, ASC 740
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (BS), Accounting
McGladrey July 2011 - Present
Rea & Associates, Inc. January 2011 - April 2011
Skills
Internal Controls, Financial Reporting, GAAP, Financial Accounting, CPA, Financial Statements, Tax, Auditing, Accounting
Education
The Ohio State University Fisher College of Business 2006 — 2010
Bachelor's, Accounting
AT&T May 2015 - Present
AT&T October 2014 - April 2015
AT&T June 2013 - September 2014
McGladrey October 2012 - May 2013
McGladrey & Pullen November 2010 - September 2012
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), General Management, 3.8
Texas A&M University - Mays Business School 2009 — 2010
Master of Science (MS), Finance, 3.8
Texas A&M University - Mays Business School 2005 — 2008
Bachelor of Business Administration (BBA), Accounting, 3.5
HSHS St Mary’s Hospital January 2015 - Present
OSF Saint Elizabeth Medical Center January 2014 - November 2014
McGladrey June 2013 - January 2014
Maurices August 2011 - June 2013
Maurices August 2009 - August 2011
UnitedHealthcare October 2008 - July 2009
Ridgeview Companies April 2004 - April 2008
Skills
Payroll, Accounts Receivable, Invoicing, Accounting, Bookkeeping, Bank Reconciliation, Management, Microsoft Excel, Microsoft Word, Customer Service, Inventory Management, Forecasting, Outlook, Data Entry, Microsoft Office, PowerPoint, Fixed Assets, Monthly Financial..., Financial Analysis, Journal Entries, General Ledger, Account Reconciliation, GAAP, Oracle, Lawson General Ledger, PeopleSoft, Quickbooks, ProSystems, Payroll Taxes, Quarterly Taxes
Education
The College of St. Scholastica 2010 — 2012
Bachelor, Accounting
Mondovi High School
Crowe Horwath LLP June 2014 - Present
McGladrey August 2013 - June 2014
McGladrey December 2010 - July 2013
Committee To Elect James F. McGregor to the House April 2008 - November 2008
Skills
File Management, Research, Microsoft Office, Budgets, Leadership, Networking, Newsletters, Editing, Workshop Facilitation, Customer Service, Inventory Management, Messaging, Auditing, Access, Microsoft Works, CPA, Accounting, Revenue Recognition
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Science, Business Administration and Management, General
JW Anderson & Associates, PC November 2014 - Present
McGladrey January 2014 - October 2014
PwC September 2012 - December 2013
Hunter Alliance Group May 2009 - July 2009
Skills
Tax, Accounting, Big 4, Income Tax, International Tax, Individual Expatriate..., GoSystems, Strongly self-motivated, ProSystem fx Tax, Tax Preparation, Tax Research, Journal Entries
Education
Rawls College of Business at Texas Tech University 2008 — 2012
Master of Science (MS), Accounting
McGladrey February 2014 - Present
Moonshine Farm 2013 - Present
Blackwoods Bar & Grill May 2013 - June 2014
Townsquare Media January 2013 - May 2013
North Shore Bank of Commerce August 2010 - October 2012
Animal Allies Humane Society June 2011 - August 2011
Great Harvest Bread Co. 2008 - 2011
Skills
Banking, Customer Service, Access, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Marketing, Training, Sales
Education
The College of St. Scholastica 2009 — 2013
Bachelor of Science (BS), Double Major Marketing & Management
Duluth East High School 2005 — 2009
Diploma
Ary Roepcke Mulchaey, P.C. August 2013 - Present
GBQ Partners January 2011 - August 2013
McGladrey July 2007 - December 2010
Skills
Tax, Corporate Tax, CPA, S Corporations, Tax Research, Income Tax, Tax Accounting, Partnership Taxation, Financial Planners, US GAAP, SEC filings, Tax Preparation, Financial Accounting, Tax Returns
Education
The Ohio State University Fisher College of Business 2003 — 2007
Bachelors, Accounting & Finance
McGladrey October 2015 - Present
McGladrey April 2014 - September 2015
IBM January 2013 - April 2014
IBM January 2012 - January 2013
Sears Holdings Corporation June 2010 - December 2011
H&R Block January 2010 - June 2010
PCAOB May 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Research, Event Planning, Microsoft Word, Budgets, Customer Service, Government, Access, Accounting, Project Management, Outlook, Strategic Planning, Process Improvement, Business Control, Risk Assessment, Risk Management, Internal Audit, External Audit, Lotus, Leadership, Communication, Social Media, Volunteering, Data Analysis, Management, Enterprise Risk..., Internal Controls, COSO Framework, Control Framework, SOX Compliancy, SOX 404, Lean Manufacturing, Lean Operations, Process Control, Sarbanes-Oxley Act
Education
The George Washington University 2005 — 2010
Bachelor of Arts (B.A.), Applied Science and Technology, 3.2
McGladrey July 2015 - August 2015
CSI Financial LLC May 2014 - July 2015
AEG Live May 2014 - July 2014
Clear Channel Communications May 2013 - August 2013
Islands Restaurants May 2011 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, SharePoint Designer, Public Speaking, Access, PowerPoint, Facebook, Social Media, Microsoft Office, Time Management, Social Networking, Teamwork, Social Media Marketing, Auditing, Customer Service
Education
Texas Christian University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Neeley School of Business 2012 — 2016
Bachelor of Business Administration, Accounting
Cathedral Catholic High School 2008 — 2012
University of Westminster 2015 — 2015
International Business
Whitley Penn October 2013 - Present
Securus Technologies July 2013 - October 2013
McGladrey November 2010 - July 2013
Skills
GAAP, US GAAP, Internal Controls, Assurance, Financial Reporting, Auditing, Accounting, CPA, Financial Analysis
Education
Texas Tech University - Rawls College of Business 2005 — 2010
Master of Science in Accounting, Accounting
McGladrey October 2014 - Present
The Reynolds and Reynolds Company June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Windows, Access
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Minor in French
Deloitte August 2013 - Present
McGladrey October 2011 - August 2013
Skills
Financial Accounting, GAAP, US GAAP, Internal Controls, Auditing
Education
University of Virginia 2010 — 2011
MSA
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Accounting and Finance
McGladrey June 2010 - Present
McGladrey June 2010 - December 2014
McGladrey June 2010 - June 2012
Deloitte March 2003 - June 2010
Deloitte March 2003 - June 2010
Ernst & Young March 1997 - March 2003
Ernst & Young 1997 - 2003
Skills
Strategy, Management Consulting, Marketing Strategy, Accounting, Sarbanes-Oxley Act, Strategic Partnerships, Leadership, Business Development, Financial Analysis, Financial Modeling, New Business Development, Mergers, Acquisition Integration, Service Level Agreements, Business Process..., Business Strategy, Mergers & Acquisitions, Professional Services, Contract Negotiation
Education
TCU Undergraduate - University of Texas School of Business MBA 2006 — 2008
Master of Business Administration, Global Business - International Finance & Marketing, 3.95
Texas Christian University 1992 — 1996
Bachelor's of Science, Political Science & Spanish Double Major, Minor International Business
Universidad de las Américas, A.C. 1995 — 1995
Global Economics, Business & Cultural Studies
McGladrey November 2014 - Present
Battelle & Battelle LLP December 2007 - October 2014
Rea & Associates, Inc. January 2006 - September 2007
Skills
Tax, Management Consulting, Tax Advisory, Financial Planners, Business Valuation, Estate Tax Planning, Auditing, Tax Preparation, Income Tax, Financial Statements, CPA
Education
The Ohio State University Fisher College of Business 2001 — 2005
BSBA, Accounting
State Street August 2015 - Present
McGladrey September 2012 - August 2015
PricewaterhouseCoopers LLP January 2011 - July 2012
Samsung America, Inc. June 2011 - September 2011
Rotenberg Meril Solomon Bertiger & Guttilla, P.C. January 2009 - January 2011
Skills
US GAAP, Internal Controls, Accounting, Financial Statements, Financial Audits, proficiency in various..., bilingual English and..., Financial Reporting, IFRS, Private Equity
Education
NJCU 2005 — 2008
BS, Accounting, 3.9
The University of British Columbia 2000 — 2004
Biology/Biological Sciences, General, 3.2
McGladrey August 2014 - Present
Highgate Ventures LLC March 2014 - September 2014
Deloitte Consulting LLP 2009 - March 2014
Chicago Board of Trade (multiple) 2005 - 2006
Skills
Financial Analysis, Strategy, Project Management, Management, Risk Management, Business Development, Business Process..., Cross-functional Team..., Leadership, Client Relations Skills, Microsoft Excel, Written & Oral..., Process Improvement, Analysis
Education
The George Washington University - School of Business 2009 — 2011
MBA
DePaul University 2001 — 2005
BS, Finance
Just Take Action, Inc. August 2015 - Present
Kolquist, Seitz and Goldman January 2015 - April 2015
Northshore Bank of Commerce April 2013 - December 2014
University of Minnesota Duluth October 2012 - December 2014
McGladrey January 2014 - April 2014
University of Minnesota Duluth Tutor Center January 2013 - December 2013
MPIRG October 2010 - December 2013
United States Senate June 2012 - August 2012
Congressional Coalition on Adoption Institute May 2012 - August 2012
Student Legislative Coalition January 2012 - May 2012
Skills
Research Ethics, Time Management, Political Philosophy, Critical Thinking, Public Speaking, Team Leadership, Time & Attendance, Congressional testimony, Social Networking, Community Outreach, Grassroots Organizing, Peer Education, Project Planning, Event Planning, Tutoring, Public Policy, Income Tax, Tax Returns, Tax Preparation, Resume Writing, Banking, Research, Training
Education
The College of St. Scholastica 2015 — 2017
Master of Business Administration (M.B.A.), Healthcare Leadership
University of Minnesota-Duluth 2010 — 2014
Bachelor's Degree, Accounting and Pre-Law, 3.0
Duluth Central High School 2005 — 2009
Nationwide Insurance July 2015 - Present
McGladrey July 2005 - July 2015
Skills
Certified Public..., CPA, Auditing, GAAP, Accounting, US GAAP, Internal Controls, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
McGladrey October 2013 - Present
The Ohio State University January 2013 - May 2013
The Ohio State University September 2011 - May 2013
Technical Consumer Products June 2011 - September 2011
Technical Consumer Products June 2010 - September 2010
Shaker Youth Baseball League April 2008 - July 2010
Cleveland Indians May 2009 - June 2009
American Safety and Health Institute June 2007 - June 2008
Skills
Internal Audit, Sarbanes-Oxley, JD Edwards, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Windows, Mac OS, Internal Controls, Windows, PowerPoint, Sarbanes-Oxley Act, Access, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Accounting
TCF Bank April 2015 - Present
TCF Bank July 2014 - April 2015
McGladrey September 2013 - July 2014
Northwestern Mutual June 2012 - June 2013
Hermantown Federal Credit Union October 2010 - May 2012
Skills
Finance, Accounting, Financial Statements, Financial Reporting, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The College of St. Scholastica 2009 — 2013
Accounting & Finance
McGladrey July 2015 - Present
The College of Westchester September 2007 - March 2015
Dynamic Events, Inc. 2004 - 2006
Special Occasions, LLC 2003 - 2005
BBJ Linen 2003 - 2004
Towne Investments, Inc. 2000 - 2003
Skills
Event Planning, Higher Education, Student Affairs, Social Networking, Fundraising, Event Management, Community Outreach, Customer Service, Public Speaking, Staff Development, Sales, PowerPoint, Leadership Development, Outlook, Nonprofits, Cvent, Microsoft Word, Smartsheet, Microsoft Office
Education
The College of Westchester
Riveron Consulting March 2014 - Present
McGladrey October 2012 - March 2014
KPMG March 2012 - October 2012
PwC October 2008 - April 2012
Ernst & Young 2003 - 2008
Skills
Mergers, Internal Controls, Mergers & Acquisitions, Strategy, Accounting, Financial Reporting, Assurance, Finance, IFRS, SEC filings, US GAAP, Due Diligence
Education
Institute of Chartered Accountants of Alberta 2006 — 2006
CA, Accounting
University of Saskatchewan 2003 — 2004
Master of Professional Accounting (MPAcc)
The University of British Columbia 1998 — 2002
Bachelor of Commerce, Accounting
The Regus Group January 2015 - Present
HKS August 2012 - January 2015
McGladrey November 2009 - July 2012
Skills
Financial Reporting, Accounting, Financial Analysis, GAAP, US GAAP, General Ledger, Cost Accounting, CPA, Sarbanes-Oxley Act, Financial Statements, Fixed Assets, Finance, External Audit, Account Reconciliation, Management, Financial Accounting
Education
Texas Christian University 2008 — 2009
Master's degree, Accounting
Texas Christian University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
McGladrey October 2014 - Present
Human Arc November 2011 - October 2014
Human Arc August 1995 - November 2011
A.R.E. Accessories June 1990 - August 1995
A.R.E. Accessories May 1990 - August 1995
Skills
New Business Development, Healthcare Consulting, Revenue Cycle, Hospitals, Healthcare Information..., Healthcare Management, Healthcare, Medicare, Managed Care, Medicaid, Customer Service, Sales, Sales Management, Exceptional public..., Coaching, Team Building, Microsoft Excel, PowerPoint
Education
Ashaland 2006 — 2008
Masters, Business Administration
The University of Akron 1988 — 1993
Bachelors of Applied Science, Education
SGC Financial and Insurance Services August 2005 - Present
McGladrey January 2002 - July 2005
Highlands Recreation Center June 2001 - January 2002
Skills
Retirement, Investments, Securities, Finance, Disability Insurance, Wealth, Financial Services, Employee Benefits, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Financial Analysis, 401k, Financial Planners, Investment Advisory, Mutual Funds, Auditing, Life Insurance, Investment Management, Internal Controls, Asset Managment, IRAs, Wealth Accumulation
Education
The American College 2007 — 2015
Financial Planning and Services
University of San Francisco 1997 — 2001
Bachelor of Science (B.S.), Finance
Essentia Health March 2014 - Present
McGladrey January 2012 - March 2014
The College of St. Scholastica September 2010 - May 2012
The College of St. Scholastica September 2009 - May 2012
McGladrey & Pullen January 2011 - September 2011
First National Bank of the North August 2005 - January 2011
Askov Ambassador Program June 2009 - September 2010
Skills
Accounting, Leadership, Auditing, Management, Finance, Customer Service, Financial Statements, Budgets, GAAP, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Teamwork, Event Planning, Access, Public Speaking, Research
Education
The College of St. Scholastica 2008 — 2012
Bachelor of Arts (B.A.), Accounting
McGladrey October 2014 - Present
McGladrey January 2013 - May 2014
The College of St. Scholastica September 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Public Speaking, Finance, Time Management, Microsoft Excel, Microsoft Word, Access, Analytical Skills, Accounting, Financial Analysis, Leadership, Data Entry, QuickBooks, Teamwork, Research, Customer Service, Management, Communication, Financial Reporting, Financial Accounting, Auditing, Spreadsheets
Education
The College of St. Scholastica 2010 — 2014
Bachelor of Science (BS), Accounting and Finance, 3.97/4.00 Cummulative GPA
McGladrey October 2014 - Present
McDonald's Corporation May 2013 - August 2013
Project:VISION, Inc. May 2012 - August 2012
Project:VISION, Inc. May 2010 - August 2010
Pacific Global Bank June 2009 - August 2009
PepsiCo June 2008 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, Financial Accounting, Financial Reporting
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2009 — 2013
Accountancy
The Chinese University of Hong Kong 2012 — 2012
McGladrey November 2011 - Present
RSM McGladrey October 1999 - November 2011
McGladrey & Pullen, LLP July 1989 - October 1999
Skills
IT Management, IT Financial Management, IT Operations, IT Governance, Profit & Loss Management, Organizational Structure, Technology Planning, Technology..., Governance, Management Consulting, Strategy, IT Audit, Income Statement, Due Diligence, Mergers & Acquisitions, Accounting, CPA, Consulting, ERP, Enterprise Risk..., Financial Analysis, IT Strategy, Internal Audit, Internal Controls, Leadership, Management, P, Process Improvement, SEC filings, Sarbanes-Oxley Act, Information Technology
Education
University of Chicago GSB 2002 — 2004
Excecutive Level Leadership Program, Business Strategy
University of Northern Iowa 1985 — 1989
Bachelor Degree, Accounting
IDEX Corporation - IDEX MPT, Inc. - The Fitzpatrick Company September 2015 - Present
IDEX Corporation - IDEX MPT, Inc. - The Fitzpatrick Company January 2015 - September 2015
CliftonLarsonAllen February 2011 - January 2015
McGladrey January 2013 - April 2013
Skills
Auditing, Financial Reporting, Internal Controls, Assurance, Financial Accounting, Financial Analysis, Technical Recruiting, Marketing, Consulting, Recruiting, Written & Verbal..., Networking, Social Media, Job Coaching, Job Placements, Relationship Management, Employee Relations, Follow-through Skills, Job Readiness, Time Management, Passion for Helping..., Passion for Success, Sales, Cold Calling, Accounting, US GAAP, GAAP, Tax Accounting, SEC filings, Sarbanes-Oxley Act, Financial Statements, General Ledger, QuickBooks, Tax Preparation
Education
Metropolitan State University of Denver 2009 — 2011
Bachelor of Science, Accounting
The Ohio State University
McGladrey August 2014 - Present
McGladrey October 2013 - August 2014
UNC Wilmington July 2011 - June 2012
The National Academies Press December 2007 - July 2011
Proceedigs of the National Academy of Sciences May 2006 - December 2007
Skills
Editorial, Publishing, Books, Copy Editing, Proofreading, Publications, Accounting, Content Management, Web Content, Microsoft Excel, Online Publishing, Journals, Non-fiction, Financial Analysis, Financial Reporting, Text Editing, CPA, Assurance, Auditing, Financial Accounting
Education
University of North Carolina at Wilmington 2012 — 2013
Master of Science (M.S.), Accounting
The George Washington University 2006 — 2008
Master of Professional Studies, Publishing, 3.8
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (B.A.), English Literature (British and Commonwealth), 3.4
Compusearch Software Systems, Inc. September 2012 - Present
McGladrey July 2009 - August 2012
Sunrise Senior Living September 2004 - August 2005
Sallie Mae September 2001 - April 2004
DynCorp International November 2000 - September 2001
Winstar Communications August 1998 - April 2000
Skills
Government Procurement, Reporting & Analysis, Business Process..., Strategic Planning, Business Analysis, Data Analysis, Financial Analysis, Financial Reporting, Leadership, Business Intelligence, PeopleSoft, Testing, Integration, Analysis, Management Consulting, Access, Business Process, SDLC, CRM, Program Management, Strategy, Risk Management, Change Management
Education
The George Washington University
Bachelor of Science, Chemistry
Microsoft January 2013 - Present
BroadPoint Technologies 2012 - January 2013
McGladrey 2010 - February 2012
Deltek June 1997 - May 2010
Business Objects July 1999 - April 2000
Future Enterprises June 1994 - June 1997
ADP March 1991 - May 1994
Skills
Channel Sales, CRM, Enterprise Software, Project Management, Professional Services, Salesforce.com, Solution Selling, Selling, Process Improvement, Leadership, B2B, Sales Management, Business Intelligence, Program Management, ERP, Oracle, Sales Operations, Strategic Partnerships, New Business Development, Business Process, SaaS, Product Marketing, Team Management, Business Analysis, Consulting, Integration, Customer Satisfaction, Business Development, Software Implementation, Demand Generation, Account Management, Cross-functional Team..., Management, Go-to-market Strategy, Direct Sales, Sales, Requirements Analysis, Product Management, Software Project..., Business Process..., Cloud Computing, Strategy, Cold Calling, Management Consulting, Pre-sales, Software Industry, Risk Management, Microsoft CRM, Sales Process, Lead Generation
Education
University of Virginia 1984 — 1988
Bachelor of Science in Commerce, Marketing
The Johns Hopkins University
Business/Commerce, General
McGladrey March 2013 - Present
Deloitte August 2004 - March 2013
Skills
CPA, Financial Statement..., Financial Statement..., GASB, Auditing Standards, Auditing, Project Management, Sales, Client Presentation, Government Accounting, Government Auditing, Not for Profit Auditing, External Audit, Big 4, Financial Reporting, GAAP, Financial Analysis, Accounting, Financial Accounting, US GAAP
Education
The George Washington University - School of Business 2000 — 2004
BACCY, Accountancy
McDonogh School 1993 — 2000
McGladrey January 2015 - Present
Schneider Downs October 2012 - December 2014
Ernst & Young September 1994 - September 2012
Lane Bryant September 1990 - September 1994
The Ohio Department of Taxation September 1979 - September 1990
Skills
Indirect Taxation, Tax Research, Internal Controls, Big 4, GAAP, Financial Reporting, Tax Returns, US GAAP, Sarbanes-Oxley Act, Corporate Tax
Education
The Ohio State University Fisher College of Business 1975 — 1979
BS, Accounting
Bishop Hartley 1971 — 1975
McGladrey January 2009 - Present
Skills
Accounting, Internal Controls, Auditing, Private Equity, GAAP, US GAAP, SEC Financial Reporting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Corporate Tax, Tax, Assurance
Education
The University of Chicago Booth School of Business 2014 — 2017
MBA Candidate, Finance, Entrepreneurship
University of Central Florida 2005 — 2006
Master Science of Accounting, Accounting and Finance
Construction One, Inc. December 2010 - Present
McGladrey September 2008 - December 2010
Skills
Financial Reporting, SEC filings, GAAP, US GAAP, CPA, Internal Controls, Revenue Recognition, Financial Accounting, External Audit, Sarbanes-Oxley Act, Accounting Research, Auditing, Accounting, General Ledger, FASB, Financial Statements, ProSystem fx Tax, Assurance, Tax Preparation, Cost Accounting, Tax, SEC Filings
Education
The Ohio State University 2004 — 2008
B.S., Accounting & Finance
McGladrey May 2011 - Present
McGladrey March 2011 - Present
RSM McGladrey August 2006 - March 2011
Skills
Japanese, Spanish, French, Accounting, Auditing, Assurance, Corporate Tax, Corporate Finance, SEC filings, Finance, Leadership, Tax, Financial Analysis, Financial Reporting, CPA, Internal Controls, International Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, GAAP, Audit
Education
The University of Chicago - Booth School of Business 2001 — 2003
International MBA, Accounting, Finance
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science, Secondary Education and Teaching
Niles West High School
Grant Thornton LLP January 2013 - Present
Hyde Investment Group Inc September 2012 - Present
McGladrey March 2011 - September 2012
NewDelta Capital Partners November 2008 - March 2011
Avalon Management LLC June 1999 - October 2008
ABRY Partners 1997 - 1999
Prudential Securities 1995 - 1997
Donaldson, Lufkin & Jenrette 1993 - 1995
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Mergers, Corporate Finance, Financial Structuring, Venture Capital, Hedge Funds, Business Development, Investments, Equities, Structured Finance, Acquisitions, Business Planning, Deal Sourcing, Investor Relations, Contract Negotiation, Portfolio Management, Finance, LBO, Franchising, Debt & Equity Capital...
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
BSE, Finance
McGladrey September 2014 - Present
BDO USA, LLP July 2013 - September 2014
Cherry Bekaert LLP January 2012 - July 2013
College of William and Mary August 2006 - May 2010
Skills
Accounting, Corporate Tax, Partnership Taxation, Tax Accounting, State Tax, M&A tax, CPA, Tax Returns, Financial Analysis, US GAAP
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
Masters of Accounting
The College of William and Mary 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey January 2013 - Present
Tween Brands June 2010 - August 2012
The Riverside Company June 2011 - September 2011
Skills
Financial Analysis, PowerPoint, Financial Modeling
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Business Administration, Accounting
The Ohio State University
McGladrey September 2012 - Present
Panini America September 2011 - June 2012
Daren Phillips 2012 - 2012
Selecta Corporation August 2009 - September 2011
Brinkmann 2008 - 2009
Haggar Clothing Co. 2000 - 2008
Epicor 2000 - 2001
The Image Bank 1998 - 2000
Nortel 1995 - 1998
Skills
Financial Analysis, Forecasting, Variance Analysis, General Ledger, Budget, Controllership Functions, Cash Management, Cash Flow Forecasting, Inventory Management, Cost Accounting, Supply Chain, Wholesale, Distribution Center..., Warehouse Management, Direct Import, Import Logistics, MS Excel Pivot Tables, Budgets, Accounts Receivable, Accounts Payable, Consolidation, Managerial Finance
Education
FastTrax
Texas Tech University
BBA, Accounting
Capital One August 2014 - Present
McGladrey November 2013 - August 2014
Venture CPA June 2012 - August 2014
Aronson LLC January 2012 - October 2013
PwC 2009 - 2012
Skills
Financial Analysis, Management Consulting, Financial Reporting, Auditing, Internal Controls, Tax, Finance, Risk Management, Accounting, Strategic Financial..., Start-ups, Marketing Strategy, New Business Development, Financial Services, Leadership, Venture Capital, Managerial Finance, Financial Projects, Entrepreneurial Finance, Data Analysis, M&A analysis, Financial Planning
Education
The George Washington University - School of Business 2005 — 2009
Bachelor of Accountancy, Minors in Psychology and Excercise Kinesiology
TrueBlue Inc. March 2015 - Present
Lynden Incorporated April 2014 - March 2015
McGladrey November 2011 - April 2014
Southard, Beckham, Atwater & Berry, CPA March 2011 - October 2011
Hillwood January 2010 - March 2011
Legacy Partners May 2007 - January 2010
Ryan July 2006 - May 2007
Skills
Microsoft Office, Tax Preparation, Real Estate, Income Tax, Partnership Taxation, Accounting, CPA, Tax, General Ledger, Financial Statements, QuickBooks, Financial Accounting, Tax Accounting, ProSystem fx Tax, Corporate Tax, State Tax, Business Tax Planning, Personal Tax Planning, Tax Research, Account Reconciliation, Tax Returns
Education
Texas A&M University - Mays Business School 2005 — 2006
MS, Management Information Systems
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting
Little Angies Cantina & Grill April 2015 - Present
McGladrey January 2015 - Present
The College of St. Scholastica September 2012 - Present
Southwestern Advantage April 2014 - August 2014
The College of Saint Scholastica Financial Aid Office February 2013 - May 2014
RJF, a Marsh & McLennan Agency LLC company January 2011 - August 2012
Subway June 2010 - February 2011
Skills
Filing, Facebook, Telephone Skills, Fax, Scanners, Office Equipment, Copying, Direct Sales, Financial Audits, Social Networking, Management
Education
The College of St. Scholastica 2012 — 2016
Accounting, Senior
Eagle Ridge Academy 2008 — 2012
ACG Hong Kong January 2015 - Present
ACG China October 2011 - Present
McGladrey December 2004 - Present
NYMEX May 2003 - December 2004
Salomon Smith Barney December 2001 - May 2003
HSBC July 2000 - September 2001
Skills
Hedge Funds, Private Equity, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Investments, Corporate Finance, Auditing, GAAP, Accounting, Due Diligence, IPO, Finance, SEC filings, Business Valuation
Education
New York University, Stern School of Business
Master of Science (M.S.), Global Finance
The Hong Kong University of Science and Technology
Master of Science (M.S.), Global Finance
McGladrey April 2015 - Present
Gregory R. Schuelke, CPA 1998 - Present
Buchanan Clarke Schlader LLP May 2014 - March 2015
Rimkus Consulting Group June 2002 - April 2014
Nathan Associates 2001 - 2002
FTI Consulting February 2000 - August 2001
Mann Frankfort Stein & Lipp 1999 - 2000
PROUDFOOT 1997 - 1998
MATSON, DRISCOLL & DAMICO CPAS 1985 - 1997
Skills
Commercial Disputes, Fraud Investigations, Fraud, Expert Witness, Forensic Accounting, Claim, Business Valuation, Certified Fraud Examiner, Commercial Litigation, Litigation, Forensic Analysis, Insurance, CPA, Analysis, Accounting, Workers Compensation, Litigation Support, Investigation, Personal Injury, Litigation Consulting, Product Liability, Claims Management, Financial Risk, Claim Investigation, Reinsurance, Construction, Bankruptcy, Financial Analysis, Risk Assessment, Liability, Litigation Management, Valuation, Risk Management, Excess, Mergers & Acquisitions, Commercial Insurance, Captives, Private Investigations, Manufacturing, Dispute Resolution, Internal Investigations, Alternative Dispute..., Dispute, Property & Casualty..., Claims, Insurance Claims, Disputes, Complex Litigation, Breach Of Contract, Forensic Investigations
Education
Texas State University-San Marcos 1982 — 1985
BBA, Accounting
McGladrey September 2014 - Present
Chicago Cut Steakhouse January 2014 - December 2014
Matt the Miller's Tavern May 2013 - December 2013
UPS March 2012 - August 2012
Zumbiel Packaging June 2011 - September 2011
Ohio State Calling June 2010 - September 2010
IKEA May 2008 - October 2008
Planes Moving and Storage June 2007 - September 2007
Skills
PowerPoint, Outlook, Microsoft Office, Team Building, Engineering, Leadership, Microsoft Word, Fundraising, Logistics, Direct Mail, Minitab, Microsoft Excel, Sales, Data Analysis
Education
The Ohio State University 2011 — 2015
Bachelor's Degree, Communication Analysis and Practice
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey November 2010 - October 2012
Downtown Cleveland Alliance January 2010 - September 2010
The Ohio State University June 2008 - January 2010
Skills
Accounting, Auditing, Financial Reporting, General Ledger, GAAP, Internal Controls, Microsoft Excel, Financial Analysis, Accounts Payable, Financial Statements, QuickBooks, Financial Accounting, Microsoft Office, Accounts Receivable, Account Reconciliation, Payroll, Data Analysis, Variance Analysis, Management, Budgets, CPA, US GAAP
Education
The Ohio State University 2005 — 2009
BS, Accounting
Seeking ground floor BD opportunities 2015 - Present
GenpactLLC - Axis Risk Consulting 2011 - 2014
McGladrey 2010 - 2011
Manpower/Jefferson Wells January 2006 - August 2010
Ernst & Young September 2001 - October 2004
Hay Group April 1998 - July 2001
Arthur Andersen 1991 - 1998
Skills
CRM, Strategy, Business Development, Process Improvement, Enterprise Risk..., Mergers & Acquisitions, Business Strategy, Negotiation, Sales Operations, Strategic Planning, Change Management, Leadership, Entrepreneurship, Executive Management, Analytics, Management Consulting, Sales, Business Process...
Education
The George Washington University 1980 — 1984
BA, Accounting
CB JENI Homes July 2014 - Present
Normandy Homes July 2014 - Present
McGladrey October 2013 - June 2014
McGladrey October 2009 - September 2013
McGladrey January 2006 - September 2009
Skills
Accounting, Fund Accounting, Fair Value, Consolidation, Assurance, CPA, GAAP, US GAAP, Financial Reporting, Financial Statements, Auditing, General Ledger, Financial Accounting
Education
Texas Tech University 2000 — 2005
Master's degree, Accounting
Texas Tech University - Rawls College of Business 2000 — 2005
MSA, Accounting
Momentive January 2015 - June 2015
EY June 2014 - August 2014
KPMG US June 2013 - May 2014
McGladrey July 2013 - July 2013
UHY LLP June 2013 - June 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office
Education
The College of Saint Rose 2014 — 2015
Master of Science (M.S.), Accounting
University at Albany, State University of New York 2010 — 2014
Bachelor of Science (B.S.), Accounting
McGladrey August 2015 - Present
INOVA Geophysical March 2014 - August 2015
Lane Gorman Trubitt PLLC August 2013 - March 2014
Lane Gorman Trubitt PLLC January 2012 - August 2013
Angmar Medical Holdings, Inc. September 2011 - January 2012
Angmar Medical Holdings, Inc April 2009 - September 2011
Angmar Medical Holdings, Inc. June 2008 - April 2009
GCG Advertising September 2007 - March 2008
Skills
Event Planning, Social Media, Event Management, Advertising, Excel, Graphic Design, Public Relations, Marketing Research, Proposal Writing, Microsoft Excel, Marketing, Marketing Communications, Social Media Marketing, Time Management, Email Marketing, Social Networking
Education
Texas Christian University 2004 — 2008
Bachelor of Science, Advertising and Public Relations, Minor in Spanish and Business
William P. Clements High School 2000 — 2004
High School Diploma, General Studies
McGladrey November 2011 - Present
Navigant Consulting June 2010 - August 2010
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
B.S., Major: Accounting, Concentration: Finance, Minor: Psychology
Southside Bank December 2014 - Present
OmniAmerican Bank February 2013 - December 2014
GM Financial/AmeriCredit August 2012 - January 2013
McGladrey November 2009 - August 2012
GM Financial/AmeriCredit May 2006 - August 2008
Skills
GAAP, SEC filings, Internal Controls, Auditing, US GAAP, CPA, Accounting, Financial Reporting, Assurance, Corporate Tax, Sarbanes-Oxley Act, External Audit, Financial Accounting
Education
Texas Christian University 2008 — 2009
Master's of Accounting, Accounting
Texas Christian University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Insight Wealth Partners, LLC July 2010 - Present
McGladrey August 2004 - June 2010
Skills
Estate Planning, Retirement Planning, Personal Tax Planning, Tax-advantaged..., Investment Strategies, Personal Financial..., Business Tax Planning, Asset Management
Education
Texas Tech University 1998 — 2004
Master of Science in Accounting, Taxation
EY September 2014 - Present
McGladrey October 2007 - September 2014
McGladrey October 2005 - October 2007
Contract Recruiter July 2004 - October 2005
Somera Communications June 2002 - July 2004
Procter & Gamble September 2001 - June 2002
Pro Staff March 1999 - August 2001
Pro Staff March 1997 - March 1999
Skills
Full-cycle Recruiting, Business Relationship..., Training & Development, Applicant Tracking..., Talent Acquisition, Onboarding, Recruiting, Talent Management, Human Resources, Technical Recruiting, Employee Relations, Internet Recruiting, Executive Search, Sourcing, Budgets, Social Media, Employee Training, New Hire Orientations, SDLC, Consulting, Employee Benefits, Employer Branding, Workforce Planning, Benefits Negotiation, Temporary Placement, Succession Planning, Interviews, Deferred Compensation, PeopleSoft, Taleo, HRIS, Hiring
Education
Texas Christian University
Elementary Education and Teaching
McGladrey LLP May 2012 - Present
Verisight Inc. August 2011 - April 2012
McGladrey October 1984 - July 2011
Skills
Employee Benefits, Tax Advisory, ERISA, Accounting
Education
The John Marshall Law School 1978 — 1981
Doctor of Law (JD)
McGladrey February 2014 - Present
Texas A&M University-Kingsville January 2012 - July 2013
Omaha Nighthawks May 2011 - November 2011
Omaha Nighthawks May 2011 - November 2011
Omaha Nighthawks May 2011 - November 2011
Mitchell Rubenstein & Associates November 2004 - May 2011
Maryland Football January 2009 - February 2011
University of Maryland July 2010 - December 2010
University of Maryland September 2007 - December 2009
Skills
DVSport Knowledge, Visio, Strength Training, Strength & Conditioning, Teaching, Higher Education, Research, Sports, Microsoft Office, PowerPoint, Event Planning, Coaching, Microsoft Excel, Fundraising, Microsoft Word, Management, Athletics, Football, Sports Management, Scouting
Education
Texas A&M University-Kingsville 2012 — 2013
Master's degree, Kinesiology and Exercise Science
University of Maryland College Park 2007 — 2010
B.A. of Science, Kinesiological Sciences
McGladrey October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey September 2011 - October 2013
Skills
Accounting, Finance, Auditing, Financial Accounting, Financial Modeling, Risk Management, Financial Statements, Business Valuation, Equities, Capital Markets, Financial Reporting, Investments, Portfolio Management, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office
Education
The College of New Jersey 2007 — 2011
BS, Accounting, Finance & Economics
Deloitte November 2012 - July 2013
Deloitte August 2012 - September 2012
Deloitte May 2011 - March 2012
Deloitte November 2010 - May 2011
PwC January 2009 - January 2010
PwC June 2007 - August 2007
McGladrey January 2006 - August 2006
Wolpoff & Abramson December 2004 - August 2005
AMT Engineering February 2003 - May 2003
Skills
Accounting, Account Reconciliation, Bankruptcy, Business Process..., Data Analysis, Financial Accounting, Financial Analysis, Financial Reporting, Foreclosures, Internal Controls, Mortgage Banking, LPS Desktop, MSP (Mortgage..., OMB A-123, General Ledger, Business Process, Auditing, Finance, Microsoft Excel, Risk Management, Management
Education
The Chinese University of Hong Kong 2008 — 2008
Accounting and Business/Management
The University of Texas at Austin 2007 — 2008
Master in Professional Accounting, Accounting: Financial Reporting and Assurance, 3.55
University of Maryland College Park 2003 — 2007
Bachelor of Science (B.S.), Accounting, 3.7
JBT Corporation June 2015 - Present
McGladrey October 2013 - May 2015
McGladrey January 2012 - March 2012
Exel June 2011 - September 2011
Aon Risk Solutions June 2010 - August 2010
Skills
Microsoft Excel, Leadership, Management, Microsoft Word, Time Management, Financial Analysis, Accounting, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
B.S.B.A, Accounting
McGladrey October 2012 - Present
Skills
CPA
Education
Texas Woman's University 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.9
University of North Texas 2011 — 2011
Accounting, Business
Texas Woman's University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
McGladrey September 2014 - Present
Grant Thornton LLP October 2011 - September 2014
Skills
Accounting, GAAP, Due Diligence, Mergers & Acquisitions, Auditing, Financial Reporting, Assurance, Excel
Education
University of Southern California - Marshall School of Business 2010 — 2011
Macc, Accounting
University of California, San Diego 2006 — 2010
BA, Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Economics
McGladrey June 2015 - Present
Enova International August 2013 - June 2015
Enova International July 2010 - July 2013
Enova Financial April 2008 - June 2010
eLoyalty September 2007 - April 2008
Princeton Search Group April 2005 - August 2007
Education
The Ohio State University 2002 — 2006
BA-Business Administration, Human Resources Management
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelors in Business Administration, Human Resources Management
McGladrey April 2012 - Present
Tempo Financial Holdings Corporation i-transfer December 2010 - February 2012
Ironware Technologies September 2007 - November 2010
New River Industries April 2002 - August 2007
StrataSys Group March 2000 - July 2001
E-Partners September 1999 - March 2000
Solution Strategists January 1996 - August 1999
SteriGenics International February 1994 - December 1995
Radius, Inc. May 1991 - February 1994
Salomon Brothers May 1986 - February 1989
Skills
Great Plains, Crystal Reports, Microsoft Dynamics, Accounting, SQL Server, ERP, SSRS, Great Plains Software, Financials, Project Accounting, Budgets, Project Management, Business Process, Microsoft SQL Server, Accounts Payable, Financial Reporting, Internal Controls, Financial Accounting, Accounts Receivable, Databases, FRx, Microsoft Dynamics GP
Education
Thunderbird School of Global Management 1983 — 1984
MBA, Finance
The American University of Paris 1980 — 1983
BA, International Business Administration
McGladrey October 2015 - Present
McGladrey October 2012 - Present
McGladrey & Pullen January 2006 - Present
McGladrey October 2008 - September 2012
Skills
GAAP, CPA, SEC filings, External Audit, Financial Accounting, Sarbanes-Oxley Act, General Ledger, US GAAP, Internal Controls, Financial Statements, Financial Reporting, Auditing, Assurance, Revenue Recognition
Education
Texas Tech University 2001 — 2006
MSA, Accounting
Texas Tech University - Rawls College of Business 2001 — 2006
Bachelor of Science (BS), Accounting
American Quarter Horse Association November 2011 - Present
McGladrey October 2010 - November 2011
McGladrey September 2007 - September 2010
McGladrey August 2005 - August 2007
Education
Texas A&M University - Mays Business School 2000 — 2005
Surgical Care Affiliates February 2015 - Present
VCA Antech April 2012 - April 2014
McGladrey August 2011 - April 2012
Higgins, Marcus & Lovett February 2006 - July 2011
RSM Equico March 2004 - February 2006
USBX 2003 - 2003
United States Marine Corps November 1990 - November 2000
Skills
Valuation, Business Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, LBO, Venture Capital, Corporate Development, Equities, Capital Markets, Portfolio Management, Asset Managment, Investments, Finance, Forecasting, DCF, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Restructuring, Asset Management
Education
University of California, Irvine 2000 — 2002
BA, History
University of California, Los Angeles 2008 — 2009
Certificate in General Business Studies with Concentration in Finance
The London School of Economics and Political Science (LSE)
CareerBuilder.com March 2007 - July 2011
Northern Trust Company 2003 - 2007
McGladrey June 1999 - May 2003
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Accounting, Auditing, US GAAP, GAAP, Financial Statements, Internal Controls, General Ledger, Cash Flow
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Marketing
University of Washington 1995 — 1999
BA, Business
McGladrey January 2013 - Present
Regency Centers July 2007 - January 2013
KPMG LLP 2005 - 2007
Education
Texas Christian University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey October 2013 - Present
McGladrey October 2007 - September 2013
Deloitte June 2001 - September 2007
Skills
International Tax...
Education
The University of Akron 2000 — 2003
M. Tax, Taxation
University of Mount Union 1995 — 1998
Ursuline High School
Ursuline High School
Ursuline High School
McGladrey August 2001 - Present
Skills
Hospitality, Accounting, Auditing, Food & Beverage, Budgets, Leadership, Strategic Planning, Internal Controls, Team Leadership, Forecasting, Financial Accounting, Finance, Financial Reporting, GAAP, Financial Analysis
Education
Les Roches, Switzerland 1993 — 1996
Hotel Management
The University of British Columbia 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting
Canadian Academy
McGladrey November 2013 - Present
PricewaterhouseCoopers September 2008 - October 2013
PricewaterhouseCoopers June 2007 - August 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, SOX 404, COSO, SAS70, Cost Accounting, Financial Reporting, Enterprise Risk...
Education
The University of Akron 2004 — 2008
B.S., Accounting (summa cum laude)
The University of Akron 2004 — 2008
B.S.B.A., International Business (summa cum laude)
BlumShapiro November 2009 - Present
McGladrey January 2009 - November 2009
McGladrey January 2003 - January 2009
Skills
GAAP, US GAAP, Auditing, Financial Reporting, Accounting, CPA, Financial Accounting, External Audit, Consolidation
Education
The University of Connecticut School of Business 1999 — 2002
Bachelor of Science (BS), Master of Science (MS), Accounting
University of Connecticut 1999 — 2002
Masters, Accounting
Alliance Data September 2013 - Present
Trinity Health April 2011 - September 2013
McGladrey January 2006 - April 2011
Skills
CPA, Auditing
Education
The Ohio State University 2000 — 2003
Triple T Transport, Inc April 2013 - Present
McGladrey October 2007 - April 2013
Hausser + Taylor LLC July 1999 - October 2007
Meaden & Moore October 1997 - July 1999
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
Bachelor of Science, Accounting
McGladrey July 2014 - Present
BKD CPAs & Advisors January 2013 - July 2014
Grant Thornton LLP January 2012 - September 2012
Price Waterhouse Coopers December 2010 - January 2012
BDO Seidman, LLP July 2009 - December 2010
BDO Seidman, LLP August 2007 - July 2009
Coalition of Community Action Volunteers - Voluntary Income Tax Assistance Program April 2006 - April 2007
Roloff, Hnatek LLP June 2002 - May 2004
Jaynes Reitmeier Boyd & Therrell May 1999 - May 2002
Skills
Tax Research, Corporate Tax, Tax, Income Tax, Tax Accounting, US Tax, Partnership Taxation, International Tax, FIN 48, Tax Preparation, Auditing, US GAAP, Accounting, Tax Law, GAAP, State Tax
Education
Texas Tech University School of Law 2004 — 2007
JD, Law
Texas State University 1999 — 2002
M Acy, Accounting
University of Houston-Victoria 1990 — 1994
BBA, Accounting
Dallas Jewish Community Foundation December 2006 - Present
McGladrey October 1996 - December 2006
Skills
Financial Reporting, GAAP, CPA, US GAAP, Auditing, Nonprofits, Internal Controls, Accounting, Revenue Recognition, Financial Analysis, Internal Audit, General Ledger, Financial Accounting
Education
Texas Tech University 1991 — 1996
MS, Accounting
McGladrey August 2015 - Present
The Ohio State University August 2014 - May 2015
Conrader Valves September 2009 - August 2014
Hill, Barth & King LLC February 2008 - April 2009
Erie Management Group September 2008 - February 2009
Erie Zoological Society May 2007 - January 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2014 — 2015
Master of Accounting
Pennsylvania State University-Erie Campus 2005 — 2009
Bachelor
McGladrey May 2015 - Present
McGladrey June 1991 - May 2015
Skills
Audit, Revenue Recognition, Accounting, Auditing, Private Equity
Education
University of Illinois at Urbana-Champaign 1968 — 1972
BS, Accountancy
University of Chicago Graduate School of Business
Certificate, Business Advisor Program
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. February 2013 - December 2013
Werlein & Harris, P.C. January 1986 - January 2013
Dixon Hughes Goodman LLP August 2006 - July 2008
Skills
Tax Research, Income Tax, Tax, Tax Preparation, Corporate Tax, CPA, Tax Accounting, Tax Returns, Accounting, Financial Reporting, Microsoft Excel, Bookkeeping, Financial Accounting, General Ledger, QuickBooks, Microsoft Word, IRS, Fixed Assets, High Net Worth..., Tax Law, US Tax, Account Reconciliation, Spreadsheets, Accruals, Journal Entries, Accountants
Education
The University of Texas at Austin 1980 — 1982
Masters of Professional Accounting, Taxation
Texas State University
Bachelor of Science (BS), Biology (microbiology)
McGladrey 2009 - Present
Skills
Benefits Administration, Human Resources, Employee Benefits, College Recruiting, Employee Relations, HRIS, Interviews, Leadership Development, New Hire Orientations, Onboarding, Payroll, PeopleSoft, Performance Management, Recruiting, Resume Writing, Organizational...
Education
The College of St. Scholastica 1996 — 2004
BA/MA, Management
McGladrey June 2015 - Present
HealthSouth October 2013 - May 2015
PricewaterhouseCoopers September 2009 - September 2013
Mediu January 2007 - September 2009
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, CPA, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Corporate Tax, US GAAP, Tax, General Ledger, SEC Filings, Assurance, External Audit, GAAP, Financial Statements
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
BSBA, Accounting
New York Yankees October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey January 2012 - October 2013
Primary Insight, LLC August 2010 - October 2011
Hughes Financial Services, LLC June 2009 - August 2009
Project 2049 Institute June 2009 - August 2009
Education
Washington and Lee University 2006 — 2010
B.A., Economics
London School of Economics and Political Science 2008 — 2008
Summer Program, Economics
McGladrey October 2014 - Present
Riverstone Residential Group October 2013 - October 2014
Saville, Dodgen & Co. January 2012 - March 2012
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, McGladrey CaseWare, IDEA, ProSystem fx Engagement, Microsoft Office, General Ledger, Yardi Property..., Peachtree, Bank Reconciliation, Accounts Payable, Teamwork, Research, Public Speaking
Education
Texas Tech University 2011 — 2013
MSA, Accounting, 3.63 GPA
Texas Tech University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.85 GPA
McGladrey October 1999 - Present
RSM McGladrey October 1999 - November 2011
Education
The University of Chicago Booth School of Business 2000 — 2002
McGladrey Business Advisor Designation
University of Illinois at Urbana-Champaign 1978 — 1982
Accounting
Philip T. Charon CPA PLLC December 2013 - Present
McGladrey January 2008 - October 2013
David Prater, CPA / Philip Charon, CPA July 1999 - September 2007
Skills
Accounting, Tax Accounting, Income Tax, Tax Research, Partnership Taxation, Individual Taxation, Tax-exempt, Microsoft Office, QuickBooks, Tax, Corporate Tax, General Ledger, CPA, GAAP, Tax Preparation, Auditing
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Masters, Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
BBA, Accounting
JCPenney October 2013 - Present
McGladrey January 2011 - November 2012
University of Texas at Dallas August 2009 - May 2011
SuperMedia LLC May 2010 - January 2011
VHA January 2010 - May 2010
Starbucks Coffee Company May 2004 - August 2008
Invisible Sound Systems July 2000 - April 2003
Skills
Internal Audit, Accounting, Auditing, Internal Controls, Risk Assessment, Risk Management, IT Audit, Leadership
Education
The University of Texas at Dallas - School of Management 2009 — 2011
Masters of Science, Accounting
The University of Texas at Dallas - School of Management 2009 — 2010
MBA, Internal Audit
Texas Woman's University 2004 — 2007
Bachelor of Fine Arts, Photography, Sculpture
McGladrey May 2013 - Present
Little Brothers - Friends of the Elderly, Chicago Chapter March 2013 - Present
Accretive Health January 2008 - May 2013
Novartis May 2006 - January 2008
Skills
Revenue Cycle, Healthcare Information..., HIPAA, Process Improvement, Healthcare Consulting, Healthcare Management, Strategic Planning, Revenue Cycle Management, Data Analysis, Leadership, Managed Care, Healthcare, Hospitals, Medicare, Sales, Medicaid
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 2002 — 2006
Bachelor of Science, Anthropology-Zoology
McGladrey July 2012 - Present
Ryan January 2009 - July 2012
Zimmer June 2007 - September 2007
Skills
Process Improvement, Leadership, Accounting, Financial Analysis, Sarbanes-Oxley Act, Tax, Transaction Tax, Access Database, Tax Research, Tax Training, Voluntary Disclosure, Tax Audit Representation, Data Analysis, Sales & Use Tax, State Tax
Education
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Finance, Accounting
McGladrey October 2012 - Present
Gannett October 2008 - October 2012
Crowe Horwath LLP 2003 - 2008
Deloitte & Touche LLP 2001 - 2003
Tax Analysts 1999 - 2001
Skills
Tax, Financial Reporting, Tax Accounting, Corporate Tax, State Tax, Income Tax, Sales Tax, Tax Research, Tax Advisory, Tax Returns, Tax Law, SEC filings, International Tax, Mergers, Mergers & Acquisitions, SEC Filings, Due Diligence
Education
The George Washington University Law School 1998 — 2001
Juris Doctor
University of Rochester 1994 — 1998
Bachelor of Arts (B.A.), History, English, Classical Studies
McGladrey November 2011 - Present
Berntson Porter & Company August 2008 - November 2011
Berntson Porter & Company, PLLC 2008 - November 2011
Skills
Income Tax, Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Research, CPA, Tax Returns, GAAP, Corporate Tax, ProSystem fx Tax
Education
The University of British Columbia 2002 — 2007
Bachelors, Accounting and Economics
Golden Gate University
Masters, Taxation
EY October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey January 2012 - October 2013
General Cable June 2009 - March 2010
Cedar Fair Entertainment Company August 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Financial Analysis, Financial Accounting, Bookkeeping, Financial Reporting, Auditing, Teamwork, Access, CPA, GAAP, Assurance
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
Bachelor of Science (BS), Accounting
Strongsville High School
The Ohio State University
Rosewood Private Investments January 2015 - Present
EY October 2014 - January 2015
EY September 2013 - September 2014
McGladrey October 2012 - September 2013
Range Resources September 2011 - August 2012
McGladrey & Pullen January 2011 - March 2011
Range Resources May 2009 - July 2010
Skills
Accounting, Auditing, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Modeling, Investment Valuation, Financial Accounting
Education
Texas Christian University 2011 — 2012
Masters of Accounting, Accounting
Texas Christian University 2007 — 2011
BBA, Accounting
McGladrey September 2011 - Present
Cincinnati Reds June 2009 - March 2010
The College of St. Scholastica September 2008 - January 2009
Skills
GAAP, Financial Reporting, Accounting, Auditing, Microsoft Excel, CPA, Microsoft Word, PowerPoint, Financial Statements, Revenue Recognition, Financial Audits
Education
The College of St. Scholastica 2006 — 2009
Bachelors of Arts, Accounting, Finance
Meaden & Moore July 2015 - Present
Bober Markey Fedorovich July 2013 - May 2015
KPMG July 2010 - July 2013
McGladrey December 2007 - April 2009
Tri-Way Rebar, Inc. May 2007 - October 2007
Skills
Microsoft Office, GoRS Tax Software, eForms, Corptax Certified..., Accounting, Tax, Auditing, Financial Statements, Tax Returns, Journal Entries, Tax Research, FIN 48, Financial Accounting, Financial Reporting, Partnership Taxation, CPA, Tax Accounting, Corporate Tax, Financial Analysis, General Ledger, SEC filings, US GAAP, GAAP, International Tax
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2010
Master of Accounting, (MAcc), Taxation, 3.58
The University of Akron 2005 — 2009
Bachelor of Science (B.S.), Accounting, 3.53
Securus Technologies December 2014 - Present
EF Johnson Technologies July 2011 - December 2014
McGladrey December 2010 - July 2011
BKD, LLP June 2007 - December 2010
Durbin and Company January 2005 - June 2007
Skills
US GAAP, Revenue Recognition, SEC filings, GAAP, CPA, Auditing, Internal Controls, Accounting, Financial Statements, External Audit, Sarbanes-Oxley, Assurance, Financial Audits
Education
Texas Tech University
Accounting
McGladrey September 2011 - Present
PricewaterhouseCoopers November 2010 - August 2011
Skills
Sarbanes-Oxley Act
Education
University of Tulsa 2005 — 2007
MBA, Portfolio Management
Texas Christian University 2001 — 2005
BS, Economics
Tech Data February 2015 - Present
McGladrey January 2008 - February 2015
Skills
Auditing, GAAP, Accounting, Internal Controls, Financial Reporting, Fixed Assets, Financial Accounting, CPA, US GAAP, General Ledger, Financial Analysis, Financial Statements, Microsoft Excel, Income Tax, Public Speaking
Education
The College of St. Scholastica 2003 — 2007
Bachelor of Arts (B.A.), Accounting, Management
McGladrey September 1990 - Present
Skills
Financial Reporting, CPA, GAAP, SEC filings, Auditing, Accounting, Tax Research, Internal Controls, Sarbanes-Oxley Act
Education
UNC Wilmington 1981 — 1985
BS, Accounting
University of Chicago Graduate School of Business
McGladrey Business Advisor Program Graduate
Kolquist, Seitz and Goldman January 2015 - Present
Sheldon Business Solutions April 2012 - January 2015
Eikill & Schilling August 2010 - September 2011
McGladrey January 2007 - April 2010
Ridgeview Country Club October 2000 - September 2006
Skills
Accounting, Compliance, Tax Preparation, Income Tax, General Ledger, Auditing, Financial Reporting
Education
The College of St. Scholastica 2004 — 2006
Bachelor's degree, Accounting, 4.0
McGladrey January 2015 - Present
McGladrey October 2013 - January 2015
Nigro Karlin Segal & Feldstein, LLP October 2012 - October 2013
US Army November 2007 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Auditing
Education
The College of William and Mary - The Mason School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.56
Tidewater Community College 2007 — 2009
Associate of Science, Science
Moorings Park September 2014 - Present
Moorings Park May 2013 - September 2014
McGladrey November 2011 - May 2013
McGladrey January 2010 - March 2010
Skills
CPA, Accounting, Internal Controls, GAAP, Auditing, US GAAP, External Audit, Financial Statements, Financial Reporting, SEC filings, Financial Accounting, Fixed Assets, Assurance, Financial Analysis, General Ledger
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master of Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2010
Bachelor of Business Administration, Accounting
Pyatigorsk State Linguistic University 1999 — 2003
State and Municipal Administration, Management
McGladrey July 2012 - Present
McGladrey November 2010 - July 2012
Skills
SEC filings, CPA, US GAAP, Internal Controls, Accounting Research, Assurance, Financial Reporting, External Audit, Auditing, Financial Accounting, Accounting, Sarbanes-Oxley Act, Revenue Recognition, General Ledger, FASB, Financial Statements, Tax
Education
The University of Connecticut School of Business 2010 — 2012
Master of Science (MS), Accounting
The University of Connecticut School of Business 2006 — 2010
BS, Accounting
Corning Optical Communications Wireless, Inc. May 2013 - Present
McGladrey January 2007 - May 2013
Buntua & Company July 2001 - December 2006
Skills
Auditing, US GAAP, GAAP, CPA, Assurance, External Audit, Financial Reporting, Accounting, Financial Accounting, Revenue Recognition, Financial Statements, QuickBooks, Internal Controls, Forecasting, SEC filings, Tax Preparation, Sarbanes-Oxley Act, Tax, Due Diligence, Financial Analysis
Education
The Catholic University of America 2003 — 2006
B.S.B.A., Accounting
University of Toronto - University of Trinity College
McGladrey June 2007 - Present
Hausser+Taylor January 2000 - June 2007
Hausser+Taylor September 1985 - December 1999
Skills
Financial Reporting, Financial Analysis, Accounting, Mergers & Acquisitions, Tax, Income Tax, Internal Controls, Auditing, Tax Preparation, Finance, GAAP, Strategic Planning, Corporate Tax, CPA
Education
The Ohio State University
McGladrey October 2013 - Present
McGladrey October 2010 - October 2013
McGladrey September 2008 - October 2010
The J.M. Smucker Company June 2007 - August 2007
Skills
Auditing
Education
The University of Akron 2004 — 2008
Bachelor's degree, Accounting
McGladrey January 2004 - Present
Skills
Tax, CPA, Corporate Tax, Income Tax, US GAAP, Tax Preparation, Tax Research, Tax Accounting, Partnership Taxation
Education
The University of Connecticut School of Business 2004 — 2006
Master's degree, Accounting
The University of Connecticut School of Business 1999 — 2003
Bachelor's degree, Accounting
Verisight, Inc DirectorVerisight, Inc.1992 - 2014
McGladrey January 1992 - July 2011
Education
The John Marshall Law School 2007 — 2009
University of Northern Iowa 1984 — 1988
Bachelor of Science (B.S.), Accounting
Bass Enterprises Partnerships December 2013 - Present
McGladrey August 2007 - December 2013
Skills
Assurance, Auditing, US GAAP, SEC filings, CPA, GAAP, External Audit, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Financial Statements, IFRS, Sarbanes-Oxley
Education
Texas Tech University 2003 — 2007
Bachelor of Business, Accounting and Finance
Essentia Health August 2001 - Present
McGladrey September 1999 - July 2001
Seim Johnson, LLP October 1996 - June 1999
Education
The College of St. Scholastica 1992 — 1996
Accounting and Health Care Administration