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,
McGladrey List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at McGladrey. You can filter them based on skills, years of employment, job, education, department, and prior employment.
McGladrey Salaries. You can even request information on how much does McGladrey pay if you want to. Learn about salaries, pros and cons of working for McGladrey directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,674 McGladrey employees in database. Find out everything there's to know about McGladrey employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
McGladrey Employees
Employee
Years
Job
Industry
Kayla Brooke Wys Kayla Brooke Wys's McGladrey Experience January 2012 - November 2014
Job Tax Senior Associate at EY
Industry Accounting
Experience
EY December 2014 - Present
McGladrey January 2012 - November 2014
Matthias & Matthias, PL January 2011 - December 2011
Education
University of Central Florida 2011 — 2011
MS, Taxation
University of Central Florida 2007 — 2010
BS, Accounting
EY December 2014 - Present
McGladrey January 2012 - November 2014
Matthias & Matthias, PL January 2011 - December 2011
Education
University of Central Florida 2011 — 2011
MS, Taxation
University of Central Florida 2007 — 2010
BS, Accounting
John S. Phillips, CPA John S. Phillips, CPA's McGladrey Experience December 2014 - Present
Job
Industry Accounting
Experience
McGladrey December 2014 - Present
BB&T Insurance Services Inc. October 2013 - November 2014
Southern Company April 2012 - August 2012
CohnReznick LLP January 2012 - April 2012
Education
University of Alabama 2012 — 2013
Master's degree, Accounting
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey December 2014 - Present
BB&T Insurance Services Inc. October 2013 - November 2014
Southern Company April 2012 - August 2012
CohnReznick LLP January 2012 - April 2012
Education
University of Alabama 2012 — 2013
Master's degree, Accounting
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Colleen Chanthavone Colleen Chanthavone's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
CED San Diego July 2012 - August 2013
CED San Diego October 2011 - July 2012
Evans Hotels February 2011 - October 2011
Skills
Social Media Marketing, Social Media, Facebook, Blogging, Customer Service, Sales, SEO, Accounting, Payroll, Research, Invoicing, Microsoft Excel, PowerPoint, QuickBooks, Outlook
Education
University of California, Davis - Graduate School of Management 2013 — 2014
Master of Professional Accountancy
UC Riverside 2006 — 2010
Bachelor of Science, Business Administration
The Preuss School UCSD 2000 — 2006
High School
McGladrey November 2014 - Present
CED San Diego July 2012 - August 2013
CED San Diego October 2011 - July 2012
Evans Hotels February 2011 - October 2011
Skills
Social Media Marketing, Social Media, Facebook, Blogging, Customer Service, Sales, SEO, Accounting, Payroll, Research, Invoicing, Microsoft Excel, PowerPoint, QuickBooks, Outlook
Education
University of California, Davis - Graduate School of Management 2013 — 2014
Master of Professional Accountancy
UC Riverside 2006 — 2010
Bachelor of Science, Business Administration
The Preuss School UCSD 2000 — 2006
High School
Jeff Mardis Jeff Mardis's McGladrey Experience May 2015 - Present
Job Partner; McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers, Richardson, Holman & West 1997 - 2015
Coopers & Lybrand 1994 - 1997
Skills
CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, GAAP, Tax Research, US GAAP
Education
University of Alabama
McGladrey May 2015 - Present
Sellers, Richardson, Holman & West 1997 - 2015
Coopers & Lybrand 1994 - 1997
Skills
CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, GAAP, Tax Research, US GAAP
Education
University of Alabama
Newman Lee Newman Lee's McGladrey Experience July 2015 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
Quality Systems, Inc May 2014 - June 2015
UCI Undecided/Undeclared Advising Counseling Office September 2013 - August 2014
Accounting Association February 2013 - March 2014
Microsoft March 2013 - May 2013
VIBE Dance Competition February 2012 - March 2013
Anteater Recreation Center September 2012 - January 2013
Skills
Customer Service, Microsoft Excel, Accounting, Business Marketing, Teamwork, Public Speaking, Finance, Leadership, Social Networking, Strategic Planning, Management, Recruiting
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
McGladrey July 2015 - Present
Quality Systems, Inc May 2014 - June 2015
UCI Undecided/Undeclared Advising Counseling Office September 2013 - August 2014
Accounting Association February 2013 - March 2014
Microsoft March 2013 - May 2013
VIBE Dance Competition February 2012 - March 2013
Anteater Recreation Center September 2012 - January 2013
Skills
Customer Service, Microsoft Excel, Accounting, Business Marketing, Teamwork, Public Speaking, Finance, Leadership, Social Networking, Strategic Planning, Management, Recruiting
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Jennifer Lee, CPA Jennifer Lee, CPA's McGladrey Experience December 2012 - January 2014
Job Senior Financial Analyst
Industry Accounting
Experience
Guess? January 2014 - Present
McGladrey December 2012 - January 2014
CBIZ MHM, LLC January 2009 - December 2012
The Walt Disney Company January 2008 - December 2008
Skills
CPA, Auditing, GAAP, Accounting, Internal Controls, Financial Statements, Assurance, US GAAP, Financial Accounting, Financial Reporting, Financial Audits, Consolidation, Finance, SEC filings, SEC Filings
Education
UCLA 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Guess? January 2014 - Present
McGladrey December 2012 - January 2014
CBIZ MHM, LLC January 2009 - December 2012
The Walt Disney Company January 2008 - December 2008
Skills
CPA, Auditing, GAAP, Accounting, Internal Controls, Financial Statements, Assurance, US GAAP, Financial Accounting, Financial Reporting, Financial Audits, Consolidation, Finance, SEC filings, SEC Filings
Education
UCLA 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Alex Zyman Alex Zyman's McGladrey Experience July 2014 - Present
Job Lead Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
Rowe Allen Mullen LLP November 2013 - July 2014
William D. Hartsock, Esq. October 2013 - February 2014
SAIC June 2012 - August 2012
State Income Tax Clinic, University of San Diego School of Law June 2012 - July 2012
Federal Tax Clinic, University of San Diego School of Law January 2012 - May 2012
The Cooke Law Firm January 2012 - May 2012
Steren Electronics LLC May 2010 - May 2011
ARC Intellectual Property Law May 2010 - May 2011
Small Claims Clinic, University of San Diego School of Law January 2010 - May 2010
Education
University of California, Los Angeles
Certificate in Accounting
University of San Diego School of Law 2012 — 2013
Master of Laws (LLM), Taxation
University of San Diego School of Law 2008 — 2011
Doctor of Law (J.D.)
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.), Sociology
McGladrey July 2014 - Present
Rowe Allen Mullen LLP November 2013 - July 2014
William D. Hartsock, Esq. October 2013 - February 2014
SAIC June 2012 - August 2012
State Income Tax Clinic, University of San Diego School of Law June 2012 - July 2012
Federal Tax Clinic, University of San Diego School of Law January 2012 - May 2012
The Cooke Law Firm January 2012 - May 2012
Steren Electronics LLC May 2010 - May 2011
ARC Intellectual Property Law May 2010 - May 2011
Small Claims Clinic, University of San Diego School of Law January 2010 - May 2010
Education
University of California, Los Angeles
Certificate in Accounting
University of San Diego School of Law 2012 — 2013
Master of Laws (LLM), Taxation
University of San Diego School of Law 2008 — 2011
Doctor of Law (J.D.)
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Dwane Truong Dwane Truong's McGladrey Experience July 2014 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
Anteater Recreational Center April 2012 - June 2014
Orange County United Way February 2014 - April 2014
Niagara Bottling, LLC June 2013 - September 2013
United Way of Orange County January 2013 - April 2013
Accounting Association March 2013 - March 2013
Becker Professional Education November 2011 - March 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Tax, Sales, Management, Data Analysis, Fixed Assets, Tax Research
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts (BA), Business Economics, Accounting Minor
McGladrey July 2014 - Present
Anteater Recreational Center April 2012 - June 2014
Orange County United Way February 2014 - April 2014
Niagara Bottling, LLC June 2013 - September 2013
United Way of Orange County January 2013 - April 2013
Accounting Association March 2013 - March 2013
Becker Professional Education November 2011 - March 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Leadership, Tax, Sales, Management, Data Analysis, Fixed Assets, Tax Research
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts (BA), Business Economics, Accounting Minor
Kirk Tsai, CPA, MBA's McGladrey Experience November 2009 - October 2011
Job Senior Transaction Advisory Services at EY
Industry Financial Services
Experience
EY September 2014 - Present
CB Capital Partners October 2013 - March 2014
UC Irvine The Paul Merage School of Business September 2013 - March 2014
Mazda North American Operations June 2013 - August 2013
McGladrey November 2009 - October 2011
Deloitte July 2008 - September 2008
Skills
Auditing, Process Improvement, Finance, Financial Analysis, Financial Modeling, Accounting, Financial Statements, Financial Reporting, Assurance, Financial Accounting, Internal Controls, Project Planning, Training, CPA, GAAP, Revenue Recognition, Account Reconciliation, Forecasting, Variance Analysis, Financial Statement..., Business Valuation, Leadership, Financial Forecasting, US GAAP, Due Diligence, Mergers
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Washington, Michael G. Foster School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
EY September 2014 - Present
CB Capital Partners October 2013 - March 2014
UC Irvine The Paul Merage School of Business September 2013 - March 2014
Mazda North American Operations June 2013 - August 2013
McGladrey November 2009 - October 2011
Deloitte July 2008 - September 2008
Skills
Auditing, Process Improvement, Finance, Financial Analysis, Financial Modeling, Accounting, Financial Statements, Financial Reporting, Assurance, Financial Accounting, Internal Controls, Project Planning, Training, CPA, GAAP, Revenue Recognition, Account Reconciliation, Forecasting, Variance Analysis, Financial Statement..., Business Valuation, Leadership, Financial Forecasting, US GAAP, Due Diligence, Mergers
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Washington, Michael G. Foster School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Cindy Leung's McGladrey Experience July 2015 - July 2015
Job Staff Accountant
Industry Accounting
Experience
Yi & Company, CPA July 2014 - Present
The National Society of Collegiate Scholars April 2013 - Present
Capital Group August 2015 - August 2015
McGladrey July 2015 - July 2015
UC Irvine April 2014 - August 2014
Piano Teacher August 2011 - September 2013
Hollister Co. June 2012 - August 2012
Skills
Piano Playing, Bookkeeping, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, International Economics, Business Economics, Corporate Finance, Social Media Outreach, Social Media..., Econometrics, Academic Tutoring, Peer Tutoring, Piano Education, Japanese, Mandarin, Cantonese, Classical Ballet, Piano
Education
University of California, Irvine 2012 — 2016
Yi & Company, CPA July 2014 - Present
The National Society of Collegiate Scholars April 2013 - Present
Capital Group August 2015 - August 2015
McGladrey July 2015 - July 2015
UC Irvine April 2014 - August 2014
Piano Teacher August 2011 - September 2013
Hollister Co. June 2012 - August 2012
Skills
Piano Playing, Bookkeeping, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, International Economics, Business Economics, Corporate Finance, Social Media Outreach, Social Media..., Econometrics, Academic Tutoring, Peer Tutoring, Piano Education, Japanese, Mandarin, Cantonese, Classical Ballet, Piano
Education
University of California, Irvine 2012 — 2016
Jordan Leo, CPA Jordan Leo, CPA's McGladrey Experience December 2013 - Present
Job Assurance Supervisor at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
SingerLewak LLP November 2005 - December 2013
Washington Mutual Bank May 2000 - September 2002
Skills
Internal Controls, US GAAP, Auditing, GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Assurance, External Audit, IFRS, Financial Accounting, SEC filings, CPA, Financial Audits, Financial Statements, Revenue Recognition, Mergers & Acquisitions, Sarbanes-Oxley, Consolidation, SOX 404, Financial Analysis, Microsoft Excel, SEC Filings, Variance Analysis, Finance, Account Reconciliation
Education
UC Riverside 2002 — 2005
Bachelors of Science (BS), Business Administration and Management, General
TCHS
McGladrey December 2013 - Present
SingerLewak LLP November 2005 - December 2013
Washington Mutual Bank May 2000 - September 2002
Skills
Internal Controls, US GAAP, Auditing, GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Assurance, External Audit, IFRS, Financial Accounting, SEC filings, CPA, Financial Audits, Financial Statements, Revenue Recognition, Mergers & Acquisitions, Sarbanes-Oxley, Consolidation, SOX 404, Financial Analysis, Microsoft Excel, SEC Filings, Variance Analysis, Finance, Account Reconciliation
Education
UC Riverside 2002 — 2005
Bachelors of Science (BS), Business Administration and Management, General
TCHS
Marissa Kopp Marissa Kopp's McGladrey Experience June 2013 - June 2013
Job Accounting Professional
Industry Accounting
Experience
Heinfeld, Meech & Co., P.C. September 2013 - December 2013
Pasco Kitchen & Lounge May 2013 - July 2013
McGladrey June 2013 - June 2013
Skills
Accounting, Financial Accounting, Financial Audits, Tax Accounting, Account Management, Teamwork, Leadership, Communication Skills, Customer Service, Skilled Multi-tasker, Cpr Certified, Volunteering, Social Media, Windows, Mac OS, Microsoft Office, Visio, French, Hosting, Food Service, Dance Education
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Heinfeld, Meech & Co., P.C. September 2013 - December 2013
Pasco Kitchen & Lounge May 2013 - July 2013
McGladrey June 2013 - June 2013
Skills
Accounting, Financial Accounting, Financial Audits, Tax Accounting, Account Management, Teamwork, Leadership, Communication Skills, Customer Service, Skilled Multi-tasker, Cpr Certified, Volunteering, Social Media, Windows, Mac OS, Microsoft Office, Visio, French, Hosting, Food Service, Dance Education
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Lauren Cochran's McGladrey Experience January 2014 - March 2014
Job Graduate of University of California, Irvine The Paul Merage School of Business
Industry Accounting
Experience
UC Irvine The Paul Merage School of Business January 2013 - June 2015
McGladrey January 2014 - March 2014
UC Irvine The Paul Merage School of Business August 2013 - December 2013
UC Irvine The Paul Merage School of Business August 2013 - August 2013
UC Irvine Campus Recreation June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Event Planning, Research, Social Media, Time Management, Community Outreach, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelors of Arts, Business Administration
Corona High School 2008 — 2011
High School Diploma, General Education
UC Irvine The Paul Merage School of Business January 2013 - June 2015
McGladrey January 2014 - March 2014
UC Irvine The Paul Merage School of Business August 2013 - December 2013
UC Irvine The Paul Merage School of Business August 2013 - August 2013
UC Irvine Campus Recreation June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Event Planning, Research, Social Media, Time Management, Community Outreach, Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelors of Arts, Business Administration
Corona High School 2008 — 2011
High School Diploma, General Education
Felix Fan Felix Fan's McGladrey Experience August 2001 - January 2011
Job Partner at Carroll & Associates LLP
Industry Management Consulting
Experience
Carroll & Associates LLP February 2011 - Present
McGladrey August 2001 - January 2011
O'Rourke Sacher & Moulton August 1992 - August 2001
Education
University of California, Santa Barbara
BA, Business Economics
Carroll & Associates LLP February 2011 - Present
McGladrey August 2001 - January 2011
O'Rourke Sacher & Moulton August 1992 - August 2001
Education
University of California, Santa Barbara
BA, Business Economics
Paulette Mellor's McGladrey Experience July 2013 - Present
Job Office Manager at McGladrey
Industry Accounting
Experience
McGladrey July 2013 - Present
Target August 2012 - July 2013
Target February 2010 - August 2012
Target November 2008 - February 2010
Loews Hotels 2005 - 2008
Skills
Leadership, Recruiting, Training, Management, Human Resources, Team Building, Sales, Employee Relations, Strategy, Employee Engagement, Networking, Salesforce.com, Multi-Cultural Team..., Community Outreach, Forecasting, Microsoft Excel, Customer Service, Nutrition Education, Training and Development, Project Management, Microsoft Office, Time Management, Inventory Management, Microsoft CRM, SharePoint, MS Excel Pivot Tables, salesforce, Event Planning, Prospect Research
Education
University of Central Florida 2008 — 2010
Master's degree, Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor's degree, Hospitality Administration/Management
University of Alabama 2012 — 2016
Bachelor's degree, Nutrition and Dietetics
McGladrey July 2013 - Present
Target August 2012 - July 2013
Target February 2010 - August 2012
Target November 2008 - February 2010
Loews Hotels 2005 - 2008
Skills
Leadership, Recruiting, Training, Management, Human Resources, Team Building, Sales, Employee Relations, Strategy, Employee Engagement, Networking, Salesforce.com, Multi-Cultural Team..., Community Outreach, Forecasting, Microsoft Excel, Customer Service, Nutrition Education, Training and Development, Project Management, Microsoft Office, Time Management, Inventory Management, Microsoft CRM, SharePoint, MS Excel Pivot Tables, salesforce, Event Planning, Prospect Research
Education
University of Central Florida 2008 — 2010
Master's degree, Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor's degree, Hospitality Administration/Management
University of Alabama 2012 — 2016
Bachelor's degree, Nutrition and Dietetics
Russell Sakamoto Russell Sakamoto's McGladrey Experience 1995 - 1997
Job Chief Accounting Officer at Bridgepoint Education
Industry Broadcast Media
Experience
Bridgepoint Education December 2013 - Present
Entravision Communications 1998 - November 2013
Nestle USA 1997 - 1998
McGladrey 1995 - 1997
Skills
CPA, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Finance, Accounting, Mergers & Acquisitions, IPO, New Media, GAAP, Internal Controls, Management, Auditing, Financial Analysis, US GAAP, SEC Filings, Financial Accounting
Education
University of California, Los Angeles 1988 — 1993
BA, Economics/Business
Bridgepoint Education December 2013 - Present
Entravision Communications 1998 - November 2013
Nestle USA 1997 - 1998
McGladrey 1995 - 1997
Skills
CPA, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Finance, Accounting, Mergers & Acquisitions, IPO, New Media, GAAP, Internal Controls, Management, Auditing, Financial Analysis, US GAAP, SEC Filings, Financial Accounting
Education
University of California, Los Angeles 1988 — 1993
BA, Economics/Business
Andrew Folmar Andrew Folmar's McGladrey Experience May 2015 - Present
Job CPA
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West November 2012 - April 2015
Sellers Richardson Holman & West November 2010 - November 2012
Skills
CPA, GAAP, Financial Accounting, Auditing, Financial Reporting, Accounting, Financial Analysis, US GAAP, Microsoft Excel, External Audit, CCH Research
Education
University of Alabama 2005 — 2010
Bachelor of Science in Commerce & Business Administration, Masters of Accountancy
McGladrey May 2015 - Present
Sellers Richardson Holman & West November 2012 - April 2015
Sellers Richardson Holman & West November 2010 - November 2012
Skills
CPA, GAAP, Financial Accounting, Auditing, Financial Reporting, Accounting, Financial Analysis, US GAAP, Microsoft Excel, External Audit, CCH Research
Education
University of Alabama 2005 — 2010
Bachelor of Science in Commerce & Business Administration, Masters of Accountancy
Anne Nguyen Anne Nguyen's McGladrey Experience October 2014 - Present
Job Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey October 2011 - September 2013
RSM Bird Cameron July 2012 - October 2012
McGladrey & Pullen November 2009 - October 2011
Capital One Real Estate & Investments January 2009 - May 2009
The Arc of Riverside County January 2009 - April 2009
Citrus Grove Catering September 2005 - January 2009
Becker CPA 2008 - 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Audit, Caseware, IDEA, Lotus Notes, Microsoft Office, SEC reporting, Food Manufacturing, Auditing, SEC filings, ProSystem fx Tax, Leadership, QuickBooks, Revenue Recognition, Forensic Accounting, IFRS, CCH ProSystem fx, Financial Statements, Tax, Accounts Receivable, Journal Entries, SOX 404, Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Corporate Tax, Internal Audit, Big 4, Sarbanes-Oxley, External Audit, Tax Preparation, US GAAP, Income Tax, GAAP, Financial Accounting, Assurance, Financial Analysis, Accounts Payable, SEC Filings, Partnership Taxation, Bookkeeping, Investments, Financial Audits, Tax Returns, Financial Reporting, Coaching, Analysis, Management, Consolidation, Account Reconciliation
Education
University of California, Riverside 2005 — 2009
B.S., Accounting
La Quinta High School 2001 — 2005
McGladrey October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey October 2011 - September 2013
RSM Bird Cameron July 2012 - October 2012
McGladrey & Pullen November 2009 - October 2011
Capital One Real Estate & Investments January 2009 - May 2009
The Arc of Riverside County January 2009 - April 2009
Citrus Grove Catering September 2005 - January 2009
Becker CPA 2008 - 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Audit, Caseware, IDEA, Lotus Notes, Microsoft Office, SEC reporting, Food Manufacturing, Auditing, SEC filings, ProSystem fx Tax, Leadership, QuickBooks, Revenue Recognition, Forensic Accounting, IFRS, CCH ProSystem fx, Financial Statements, Tax, Accounts Receivable, Journal Entries, SOX 404, Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Corporate Tax, Internal Audit, Big 4, Sarbanes-Oxley, External Audit, Tax Preparation, US GAAP, Income Tax, GAAP, Financial Accounting, Assurance, Financial Analysis, Accounts Payable, SEC Filings, Partnership Taxation, Bookkeeping, Investments, Financial Audits, Tax Returns, Financial Reporting, Coaching, Analysis, Management, Consolidation, Account Reconciliation
Education
University of California, Riverside 2005 — 2009
B.S., Accounting
La Quinta High School 2001 — 2005
Kimberly Chavarria Kimberly Chavarria's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
UC Davis Graduate School of Management May 2013 - June 2014
UC Davis Internship and Career Center September 2012 - August 2013
California Center for Cooperative Development June 2011 - May 2012
Nourish International 2012 - 2012
Skills
Organization, Event Planning, Event Management, Business Planning, Non-profits, Microsoft Excel, Microsoft Word, PowerPoint, Website Updating, International Project..., Social Media Marketing, Marketing Strategy, Budget Monitoring, Communication Skills, Grant Writing, Nonprofits, Fundraising, Community Outreach, Communication, Microsoft Office, Public Speaking, Research, Time Management
Education
UC Davis Graduate School of Management 2013 — 2014
Master's degree, Accounting
University of California, Davis 2009 — 2013
Bachelor of Arts (BA), Sociology, Organizational Studies, Minor in Managerial Economics, Senior
San Ramon Valley High School 2005 — 2009
McGladrey November 2014 - Present
UC Davis Graduate School of Management May 2013 - June 2014
UC Davis Internship and Career Center September 2012 - August 2013
California Center for Cooperative Development June 2011 - May 2012
Nourish International 2012 - 2012
Skills
Organization, Event Planning, Event Management, Business Planning, Non-profits, Microsoft Excel, Microsoft Word, PowerPoint, Website Updating, International Project..., Social Media Marketing, Marketing Strategy, Budget Monitoring, Communication Skills, Grant Writing, Nonprofits, Fundraising, Community Outreach, Communication, Microsoft Office, Public Speaking, Research, Time Management
Education
UC Davis Graduate School of Management 2013 — 2014
Master's degree, Accounting
University of California, Davis 2009 — 2013
Bachelor of Arts (BA), Sociology, Organizational Studies, Minor in Managerial Economics, Senior
San Ramon Valley High School 2005 — 2009
Erol Wallace Erol Wallace's McGladrey Experience May 2015 - Present
Job Assurance Senior Manager at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West September 2004 - April 2015
Skills
CPA, GAAP, Internal Controls, Financial Accounting, Accounting, Auditing, Financial Reporting, SSAE 16 (SOC1) Reporting, US GAAP, Assurance, Financial Statements, Tax
Education
University of Alabama 2003 — 2004
Master's Degree, Accountancy
University of Alabama 1999 — 2003
Bachelor's Degree, Commerce & Business Administration
McGladrey May 2015 - Present
Sellers Richardson Holman & West September 2004 - April 2015
Skills
CPA, GAAP, Internal Controls, Financial Accounting, Accounting, Auditing, Financial Reporting, SSAE 16 (SOC1) Reporting, US GAAP, Assurance, Financial Statements, Tax
Education
University of Alabama 2003 — 2004
Master's Degree, Accountancy
University of Alabama 1999 — 2003
Bachelor's Degree, Commerce & Business Administration
Rich Ferraro Rich Ferraro's McGladrey Experience December 2014 - Present
Job West Region Director Private Equity Consulting at McGladrey
Industry Management Consulting
Experience
McGladrey December 2014 - Present
Farmers Insurance Group of Companies 2013 - Present
Alvarez & Marsal March 2014 - November 2014
Compello Partners July 2012 - March 2014
TriVista April 2007 - July 2012
Systems Management Inc March 2005 - April 2007
Microsoft September 2001 - March 2005
eLabor September 1991 - September 2001
Skills
SaaS, CRM, Solution Selling, Enterprise Software, E-commerce, Strategic Partnerships, IT Strategy, Competitive Analysis, Cross-functional Team..., Channel, New Business Development, Direct Sales, Cloud Computing, Sales Operations, Selling, Management, Business Development, Consulting, ERP, Integration, Sales, Strategy
Education
Crespi Carmelite HS
Crespi Carmelite HS
UC Santa Barbara
BA, Liberal Studies: Economics, Psychology & Social Studies
McGladrey December 2014 - Present
Farmers Insurance Group of Companies 2013 - Present
Alvarez & Marsal March 2014 - November 2014
Compello Partners July 2012 - March 2014
TriVista April 2007 - July 2012
Systems Management Inc March 2005 - April 2007
Microsoft September 2001 - March 2005
eLabor September 1991 - September 2001
Skills
SaaS, CRM, Solution Selling, Enterprise Software, E-commerce, Strategic Partnerships, IT Strategy, Competitive Analysis, Cross-functional Team..., Channel, New Business Development, Direct Sales, Cloud Computing, Sales Operations, Selling, Management, Business Development, Consulting, ERP, Integration, Sales, Strategy
Education
Crespi Carmelite HS
Crespi Carmelite HS
UC Santa Barbara
BA, Liberal Studies: Economics, Psychology & Social Studies
Alton Cheng Alton Cheng's McGladrey Experience January 2015 - March 2015
Job Masters of Accounting Student at the University of Southern California
Industry Accounting
Experience
Kaiser Permanente June 2015 - August 2015
McGladrey January 2015 - March 2015
University of California, Riverside September 2014 - December 2014
School of Business Administration/Bourns Consultancy Program January 2014 - December 2014
Volunteer Income Tax Assistance December 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Time Management, Analysis, Outlook
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master’s Degree, Accounting
University of California, Riverside 2011 — 2014
Bachelor's Degree, Business Administration, Accounting, Cumulative GPA 3.56, Major GPA 3.71
Kaiser Permanente June 2015 - August 2015
McGladrey January 2015 - March 2015
University of California, Riverside September 2014 - December 2014
School of Business Administration/Bourns Consultancy Program January 2014 - December 2014
Volunteer Income Tax Assistance December 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Time Management, Analysis, Outlook
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master’s Degree, Accounting
University of California, Riverside 2011 — 2014
Bachelor's Degree, Business Administration, Accounting, Cumulative GPA 3.56, Major GPA 3.71
Whitney Ryser Whitney Ryser's McGladrey Experience January 2014 - Present
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey January 2014 - Present
Wood Johnson Heath PC November 2010 - December 2013
R&A CPAs 2009 - 2010
Defense Contract Audit Agency January 2009 - July 2009
Skills
Income Tax, Compilation Of..., IRS, S Corporations, Tax Returns, Trusts, Tax Preparation, Auditing
Education
University of Arizona, Eller College of Management 2008 — 2009
Master's degree, Accounting
University of Arizona, Eller College of Management 2003 — 2007
Bachelor of Science (BS), Accounting
McGladrey January 2014 - Present
Wood Johnson Heath PC November 2010 - December 2013
R&A CPAs 2009 - 2010
Defense Contract Audit Agency January 2009 - July 2009
Skills
Income Tax, Compilation Of..., IRS, S Corporations, Tax Returns, Trusts, Tax Preparation, Auditing
Education
University of Arizona, Eller College of Management 2008 — 2009
Master's degree, Accounting
University of Arizona, Eller College of Management 2003 — 2007
Bachelor of Science (BS), Accounting
Adam Lohr, CPA, CFE, CGMA Adam Lohr, CPA, CFE, CGMA's McGladrey Experience October 2014 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Keegan, Linscott & Kenon, P.C. June 2008 - October 2014
Skills
Financial Reporting, Process Improvement, Microsoft Excel, Assurance, Auditing, CPA, Internal Controls, Accounting, Corporate Tax, Financial Accounting, Sarbanes-Oxley Act, Tax Preparation, Customer Service, Financial Statements, Microsoft Office, US GAAP
Education
University of Arizona, Eller College of Management 2007 — 2008
Masters, Accounting
University of Arizona, Eller College of Management 2003 — 2007
Bachelors, Accounting
McGladrey October 2014 - Present
Keegan, Linscott & Kenon, P.C. June 2008 - October 2014
Skills
Financial Reporting, Process Improvement, Microsoft Excel, Assurance, Auditing, CPA, Internal Controls, Accounting, Corporate Tax, Financial Accounting, Sarbanes-Oxley Act, Tax Preparation, Customer Service, Financial Statements, Microsoft Office, US GAAP
Education
University of Arizona, Eller College of Management 2007 — 2008
Masters, Accounting
University of Arizona, Eller College of Management 2003 — 2007
Bachelors, Accounting
Kyle Mandala Kyle Mandala's McGladrey Experience July 2014 - Present
Job Consulting Associate at McGladrey
Industry Management Consulting
Experience
McGladrey July 2014 - Present
Whisknladle Hospitality August 2012 - July 2014
BofI Federal Bank June 2013 - December 2013
The Village at Torrey Pines January 2011 - September 2012
The Village at Torrey Pines August 2011 - August 2012
San Diego City Council January 2012 - June 2012
Studio 1 Distinctive Portraiture July 2008 - September 2010
Rancho Cucamonga High School September 2008 - March 2010
Skills
Leadership, Time Management, Sales, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Training, Research, Microsoft Word, Social Media Marketing, Microsoft Office, CRM, Social Media, Social Networking, Community Outreach, Data Analysis, Finance, Photoshop, Fundraising, Customer Retention, Sales Operations, Sales Process, Investments, Google Analytics, Team Leadership, Customer Experience..., Employee Training
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Political Science and Government/ Finance, 3.4
McGladrey July 2014 - Present
Whisknladle Hospitality August 2012 - July 2014
BofI Federal Bank June 2013 - December 2013
The Village at Torrey Pines January 2011 - September 2012
The Village at Torrey Pines August 2011 - August 2012
San Diego City Council January 2012 - June 2012
Studio 1 Distinctive Portraiture July 2008 - September 2010
Rancho Cucamonga High School September 2008 - March 2010
Skills
Leadership, Time Management, Sales, Customer Service, Microsoft Excel, Management, PowerPoint, Public Speaking, Training, Research, Microsoft Word, Social Media Marketing, Microsoft Office, CRM, Social Media, Social Networking, Community Outreach, Data Analysis, Finance, Photoshop, Fundraising, Customer Retention, Sales Operations, Sales Process, Investments, Google Analytics, Team Leadership, Customer Experience..., Employee Training
Education
University of California, San Diego 2010 — 2013
Bachelor of Science (B.S.), Political Science and Government/ Finance, 3.4
Justin W. Draper Justin W. Draper's McGladrey Experience May 2015 - Present
Job Tax & Financial
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West January 2006 - April 2015
SouthTrust Bank 1996 - 2006
Skills
Internal Controls, Tax Accounting, Bookkeeping, Sales & Use Tax, Tax Returns, Tax Research, Tax Preparation, Income Tax, Corporate Tax, Accounting, Financial Accounting, Financial Reporting, Partnership Taxation, Financial Analysis, Financial Statements, Tax, Microsoft Excel
Education
University of Alabama at Birmingham 2012 — 2016
Bachelor of Science (B.S.), Accounting
McGladrey May 2015 - Present
Sellers Richardson Holman & West January 2006 - April 2015
SouthTrust Bank 1996 - 2006
Skills
Internal Controls, Tax Accounting, Bookkeeping, Sales & Use Tax, Tax Returns, Tax Research, Tax Preparation, Income Tax, Corporate Tax, Accounting, Financial Accounting, Financial Reporting, Partnership Taxation, Financial Analysis, Financial Statements, Tax, Microsoft Excel
Education
University of Alabama at Birmingham 2012 — 2016
Bachelor of Science (B.S.), Accounting
Jason Scutt Jason Scutt's McGladrey Experience December 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
University of Nevada Reno August 2014 - December 2014
Skills
Accounting, Auditing, Tax, Microsoft Excel, Music, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, Financial Statements, Internal Controls, Financial Audits, Financial Modeling, Income Tax, External Audit, Bookkeeping, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office, Account Reconciliation, General Ledger, Accounts Receivable, Peachtree, US GAAP, Bank Reconciliation, Invoicing, Financial Accounting, Access, Corporate Tax, Cash Flow, Cost Accounting, Finance, Tax Accounting, Internal Audit, Sarbanes-Oxley Act, QuickBooks, Classical Guitar, Jazz Improvisation
Education
University of Nevada-Reno 2014 — 2016
Master of Arts (M.A.), Accountancy
University of California, Berkeley 2013 — 2014
Auditing
University of Nevada-Reno 2012 — 2014
Bachelor of Science (B.S.), Accounting
University of Nevada-Reno 2010 — 2012
Master of Arts (MA), Music
University of Nevada-Reno 2001 — 2010
Bachelor of Arts (B.A.), Music
McGladrey December 2014 - Present
University of Nevada Reno August 2014 - December 2014
Skills
Accounting, Auditing, Tax, Microsoft Excel, Music, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, Financial Statements, Internal Controls, Financial Audits, Financial Modeling, Income Tax, External Audit, Bookkeeping, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office, Account Reconciliation, General Ledger, Accounts Receivable, Peachtree, US GAAP, Bank Reconciliation, Invoicing, Financial Accounting, Access, Corporate Tax, Cash Flow, Cost Accounting, Finance, Tax Accounting, Internal Audit, Sarbanes-Oxley Act, QuickBooks, Classical Guitar, Jazz Improvisation
Education
University of Nevada-Reno 2014 — 2016
Master of Arts (M.A.), Accountancy
University of California, Berkeley 2013 — 2014
Auditing
University of Nevada-Reno 2012 — 2014
Bachelor of Science (B.S.), Accounting
University of Nevada-Reno 2010 — 2012
Master of Arts (MA), Music
University of Nevada-Reno 2001 — 2010
Bachelor of Arts (B.A.), Music
Puja Amin's McGladrey Experience January 2012 - April 2012
Job Tax Associate at Miller, Cooper & Co., Ltd.
Industry Accounting
Experience
Miller, Cooper & Co., Ltd. August 2014 - Present
Miller, Cooper & Co., Ltd. June 2013 - August 2013
McGladrey January 2012 - April 2012
Anacapa Holdings, Ltd. (free-hotspot.com) June 2011 - July 2011
Skills
Tax
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Accounting Science
University of Illinois at Urbana-Champaign 2009 — 2013
Accountancy
University College Dublin
Miller, Cooper & Co., Ltd. August 2014 - Present
Miller, Cooper & Co., Ltd. June 2013 - August 2013
McGladrey January 2012 - April 2012
Anacapa Holdings, Ltd. (free-hotspot.com) June 2011 - July 2011
Skills
Tax
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Accounting Science
University of Illinois at Urbana-Champaign 2009 — 2013
Accountancy
University College Dublin
Constance Woo Constance Woo's McGladrey Experience January 2013 - April 2013
Job Tax Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2013 - January 2015
McGladrey January 2013 - April 2013
BeachHouse.com March 2012 - January 2013
Caplee Corporation January 2012 - April 2012
UC Irvine, Writing Project November 2011 - March 2012
Cantrell, Harris and Associates June 2009 - October 2009
Skills
Consulting, Accounting, Tax Preparation, Project Based, Invoicing, Customer Service, Financial Statements, Analysis, Budgets, Tax, Microsoft Office, Research, Administrative..., Financial Analysis, Data Analysis, Start-ups, Filing, Public Speaking, QuickBooks, Income Tax, Nonprofits, Event Planning, Mandarin, Sarbanes-Oxley Act, Time Management, Financial Reporting, Accounts Receivable, PowerPoint, Account Reconciliation, Access, Teamwork, Finance, Entrepreneurship, Google Docs, Social Networking, Variance Analysis, Management, Microsoft Publisher, Outlook, Microsoft Excel, GAAP, Auditing, Pivot Tables, Internal Controls, Eviews, Microsoft Word, Financial Accounting, Data Entry, Spreadsheets, Accounts Payable
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting
Abraham Lincoln High 2006 — 2010
High School Diploma
Moss Adams LLP October 2013 - January 2015
McGladrey January 2013 - April 2013
BeachHouse.com March 2012 - January 2013
Caplee Corporation January 2012 - April 2012
UC Irvine, Writing Project November 2011 - March 2012
Cantrell, Harris and Associates June 2009 - October 2009
Skills
Consulting, Accounting, Tax Preparation, Project Based, Invoicing, Customer Service, Financial Statements, Analysis, Budgets, Tax, Microsoft Office, Research, Administrative..., Financial Analysis, Data Analysis, Start-ups, Filing, Public Speaking, QuickBooks, Income Tax, Nonprofits, Event Planning, Mandarin, Sarbanes-Oxley Act, Time Management, Financial Reporting, Accounts Receivable, PowerPoint, Account Reconciliation, Access, Teamwork, Finance, Entrepreneurship, Google Docs, Social Networking, Variance Analysis, Management, Microsoft Publisher, Outlook, Microsoft Excel, GAAP, Auditing, Pivot Tables, Internal Controls, Eviews, Microsoft Word, Financial Accounting, Data Entry, Spreadsheets, Accounts Payable
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting
Abraham Lincoln High 2006 — 2010
High School Diploma
Kerstin Fontana Geisler Kerstin Fontana Geisler's McGladrey Experience January 2007 - March 2009
Job Accounting Manager
Industry Accounting
Experience
90 Degree Media 2009 - Present
McGladrey January 2007 - March 2009
Fallon June 2006 - December 2006
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, GAAP, Financial Accounting, Internal Controls, Financial Reporting, QuickBooks, Auditing, Accruals, A-133
Education
University of St. Thomas 2004 — 2006
Bachelor of Arts (B.A.), Accounting
University of Alaska Southeast 1998 — 1999
Accounting
90 Degree Media 2009 - Present
McGladrey January 2007 - March 2009
Fallon June 2006 - December 2006
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, GAAP, Financial Accounting, Internal Controls, Financial Reporting, QuickBooks, Auditing, Accruals, A-133
Education
University of St. Thomas 2004 — 2006
Bachelor of Arts (B.A.), Accounting
University of Alaska Southeast 1998 — 1999
Accounting
JoAnn Hitt JoAnn Hitt's McGladrey Experience September 2000 - May 2014
Job CPA licensed in Florida and Maryland
Industry Accounting
Experience
Self-Employed May 2014 - Present
Morgan Jacoby Thurn & Boyle February 2015 - April 2015
McGladrey September 2000 - May 2014
Tateossian June 1992 - June 1993
Deloitte & Touche July 1983 - May 1991
Skills
CPA, Interim Management..., Income Tax, Tax, Tax Accounting, Tax Preparation, Accounting, S Corporations, Partnership Taxation, Corporate Tax, Tax Research, Tax Returns, ProSystem fx Tax, GAAP, Financial Statements, Financial Reporting, Corporate Finance, Big 4, Internal Controls, SEC filings, Auditing
Education
University of Pennsylvania 1979 — 1983
Bachelor of Science, Accounting
University of Baltimore School of Law 1997 — 2000
Master of Taxation
Self-Employed May 2014 - Present
Morgan Jacoby Thurn & Boyle February 2015 - April 2015
McGladrey September 2000 - May 2014
Tateossian June 1992 - June 1993
Deloitte & Touche July 1983 - May 1991
Skills
CPA, Interim Management..., Income Tax, Tax, Tax Accounting, Tax Preparation, Accounting, S Corporations, Partnership Taxation, Corporate Tax, Tax Research, Tax Returns, ProSystem fx Tax, GAAP, Financial Statements, Financial Reporting, Corporate Finance, Big 4, Internal Controls, SEC filings, Auditing
Education
University of Pennsylvania 1979 — 1983
Bachelor of Science, Accounting
University of Baltimore School of Law 1997 — 2000
Master of Taxation
Heidi Tseng Heidi Tseng's McGladrey Experience July 2012 - September 2012
Job Finance Analyst at UCSF
Industry Accounting
Experience
UCSF March 2015 - Present
EY October 2013 - March 2015
UC Irvine May 2010 - June 2013
McGladrey July 2012 - September 2012
Pathway Capital Management April 2011 - July 2012
AT&T March 2010 - May 2010
Skills
Microsoft Word, Microsoft Excel, Tax, Account Reconciliation, Auditing, Public Speaking, Accounting, Event Planning, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Tax Returns
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting
UCSF March 2015 - Present
EY October 2013 - March 2015
UC Irvine May 2010 - June 2013
McGladrey July 2012 - September 2012
Pathway Capital Management April 2011 - July 2012
AT&T March 2010 - May 2010
Skills
Microsoft Word, Microsoft Excel, Tax, Account Reconciliation, Auditing, Public Speaking, Accounting, Event Planning, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Tax Returns
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting
Evan Balaban Evan Balaban's McGladrey Experience January 2015 - Present
Job Audit Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
Dixon Hughes Goodman LLP September 2013 - December 2014
Dixon Hughes Goodman LLP September 2010 - August 2013
Dixon Hughes Goodman LLP September 2008 - August 2010
Dixon Hughes Goodman LLP June 2007 - August 2007
Skills
CPA, Member of AICPA, Assurance, Tax, Accounting, External Audit, Financial Reporting, US GAAP, ProSystem fx Tax, Financial Analysis, QuickBooks, GAAP, Microsoft Excel, Auditing, Internal Controls, Financial Statements
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2008
Master of Accountancy, Accounting
University of Alabama 2003 — 2007
Bachelor of Science in Commerce & Business Administration, Accounting & Finance
McGladrey January 2015 - Present
Dixon Hughes Goodman LLP September 2013 - December 2014
Dixon Hughes Goodman LLP September 2010 - August 2013
Dixon Hughes Goodman LLP September 2008 - August 2010
Dixon Hughes Goodman LLP June 2007 - August 2007
Skills
CPA, Member of AICPA, Assurance, Tax, Accounting, External Audit, Financial Reporting, US GAAP, ProSystem fx Tax, Financial Analysis, QuickBooks, GAAP, Microsoft Excel, Auditing, Internal Controls, Financial Statements
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2008
Master of Accountancy, Accounting
University of Alabama 2003 — 2007
Bachelor of Science in Commerce & Business Administration, Accounting & Finance
Sara Candela's McGladrey Experience October 2013 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey January 2012 - March 2012
Tiger Woods Foundation November 2011 - December 2011
Schaffner, Knight, Minnaugh & Company, P.C. June 2011 - August 2011
Sara's Campground May 2006 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Caseware, IDEA, Lotus Notes
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Science in Accountancy
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.5
McGladrey October 2013 - Present
McGladrey January 2012 - March 2012
Tiger Woods Foundation November 2011 - December 2011
Schaffner, Knight, Minnaugh & Company, P.C. June 2011 - August 2011
Sara's Campground May 2006 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Caseware, IDEA, Lotus Notes
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Science in Accountancy
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.5
Shad Wilks, CPA, CCIFP Shad Wilks, CPA, CCIFP's McGladrey Experience May 2015 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West, LLP June 1998 - Present
Jackson Thornton August 1997 - June 1998
Skills
Cash Flow, CPA, Budgets, GAAP, Accounting, Financial Reporting, Auditing, Financial Accounting, US GAAP, Financial Statements, Construction, Cost Accounting, Strategic Financial..., Assurance, Revenue Recognition, Finance, Financial Analysis
Education
University of Alabama 1993 — 1997
Master of Accountancy, Accounting
Arab High School 1988 — 1992
McGladrey May 2015 - Present
Sellers Richardson Holman & West, LLP June 1998 - Present
Jackson Thornton August 1997 - June 1998
Skills
Cash Flow, CPA, Budgets, GAAP, Accounting, Financial Reporting, Auditing, Financial Accounting, US GAAP, Financial Statements, Construction, Cost Accounting, Strategic Financial..., Assurance, Revenue Recognition, Finance, Financial Analysis
Education
University of Alabama 1993 — 1997
Master of Accountancy, Accounting
Arab High School 1988 — 1992
Kara L. Hefner, CPA, CIA, CFE's McGladrey Experience December 1998 - July 1999
Job Senior Internal Auditor at UNC Health Care
Industry Accounting
Experience
UNC Health Care April 2014 - Present
BCBSNC August 2013 - March 2014
Xcel Energy March 2008 - April 2013
Hoskins and Associates January 2003 - April 2013
ECMC December 1999 - March 2008
McGladrey December 1998 - July 1999
Thomas Moore, Inc. September 1997 - November 1998
Schechter Dokken Kanter September 1994 - September 1997
Skills
CPA, Certified Internal..., Certified Fraud Examiner, Auditing, Fraud Detection, Utilities, Education, Writing, Investigation, Sarbanes-Oxley, Tax Preparation, Accounting, Risk Management, Internal Controls, Analysis, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Process Improvement, Account Reconciliation, Financial Analysis, Risk Assessment, Financial Reporting
Education
University of California, Riverside 1990 — 1993
Bachelor of Science (BS), Math and Economics
California State University - San Bernardino 1994 — 1994
Post-Baccelaureate Certificate, Accounting
UNC Health Care April 2014 - Present
BCBSNC August 2013 - March 2014
Xcel Energy March 2008 - April 2013
Hoskins and Associates January 2003 - April 2013
ECMC December 1999 - March 2008
McGladrey December 1998 - July 1999
Thomas Moore, Inc. September 1997 - November 1998
Schechter Dokken Kanter September 1994 - September 1997
Skills
CPA, Certified Internal..., Certified Fraud Examiner, Auditing, Fraud Detection, Utilities, Education, Writing, Investigation, Sarbanes-Oxley, Tax Preparation, Accounting, Risk Management, Internal Controls, Analysis, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Process Improvement, Account Reconciliation, Financial Analysis, Risk Assessment, Financial Reporting
Education
University of California, Riverside 1990 — 1993
Bachelor of Science (BS), Math and Economics
California State University - San Bernardino 1994 — 1994
Post-Baccelaureate Certificate, Accounting
Claire Chu Claire Chu's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Financial Services
Experience
McGladrey November 2014 - Present
Accounting Association Leadership Development Program June 2013 - June 2014
Accounting Association March 2013 - June 2014
Sun Group Wealth Partners July 2013 - September 2013
YMCA of Orange County July 2012 - September 2012
Zazzle June 2010 - August 2010
Skills
Accounting, Great Plains Software, Email Marketing, Online Marketing, Teamwork, Microsoft Office
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Business/Managerial Economics, Senior
Saratoga High School 2006 — 2010
McGladrey November 2014 - Present
Accounting Association Leadership Development Program June 2013 - June 2014
Accounting Association March 2013 - June 2014
Sun Group Wealth Partners July 2013 - September 2013
YMCA of Orange County July 2012 - September 2012
Zazzle June 2010 - August 2010
Skills
Accounting, Great Plains Software, Email Marketing, Online Marketing, Teamwork, Microsoft Office
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (BA), Business/Managerial Economics, Senior
Saratoga High School 2006 — 2010
David Patalsky David Patalsky's McGladrey Experience November 2011 - December 2013
Job Corporate Controller at Preferred Homecare
Industry Accounting
Experience
Preferred Homecare January 2014 - Present
McGladrey November 2011 - December 2013
Arizona Science Center October 2010 - October 2011
Tull, Forsberg, & Olson, PLLC October 2009 - October 2010
CBIZ MHM, LLC January 2006 - September 2009
Keegan, Linscott & Kenon, P.C. November 2004 - August 2005
Skills
Accounting, CPA, Financial Statements, Auditing, GAAP, Outlook, Internal Controls, Financial Accounting, Financial Audits, Assurance, Tax Preparation, Bookkeeping, US GAAP, SEC filings
Education
University of Arizona 2003 — 2005
Masters, Accounting
Preferred Homecare January 2014 - Present
McGladrey November 2011 - December 2013
Arizona Science Center October 2010 - October 2011
Tull, Forsberg, & Olson, PLLC October 2009 - October 2010
CBIZ MHM, LLC January 2006 - September 2009
Keegan, Linscott & Kenon, P.C. November 2004 - August 2005
Skills
Accounting, CPA, Financial Statements, Auditing, GAAP, Outlook, Internal Controls, Financial Accounting, Financial Audits, Assurance, Tax Preparation, Bookkeeping, US GAAP, SEC filings
Education
University of Arizona 2003 — 2005
Masters, Accounting
Lloyd Miller's McGladrey Experience May 2014 - Present
Job West Region Chief Growth Officer & Private Equity Practice Leader | McGladrey LLP
Industry Accounting
Experience
McGladrey May 2014 - Present
McGladrey 2010 - Present
Association for Corporate Growth, Orange County Chapter 2009 - January 2012
McGladrey 2003 - 2008
Skills
Private Equity, Mergers, Business Development, CEOs, Entrepreneurship, Leadership, Banking, Sales Management, Strategic Planning, Performance Management, Accounting, Mergers & Acquisitions, Venture Capital, Finance, Management Consulting, Business Strategy, Corporate Development, Valuation, Strategy, Executive Management, Financial Services
Education
Claremont-Peter Drucker School of Business
University of California, Berkeley
McGladrey May 2014 - Present
McGladrey 2010 - Present
Association for Corporate Growth, Orange County Chapter 2009 - January 2012
McGladrey 2003 - 2008
Skills
Private Equity, Mergers, Business Development, CEOs, Entrepreneurship, Leadership, Banking, Sales Management, Strategic Planning, Performance Management, Accounting, Mergers & Acquisitions, Venture Capital, Finance, Management Consulting, Business Strategy, Corporate Development, Valuation, Strategy, Executive Management, Financial Services
Education
Claremont-Peter Drucker School of Business
University of California, Berkeley
Thomas Yerby Thomas Yerby's McGladrey Experience May 2015 - Present
Job Tax Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West November 2014 - April 2015
Education
University of Alabama 2013 — 2014
Master's Degree, Taxation
University of Alabama 2009 — 2013
Bachelor's Degree, Accounting
McGladrey May 2015 - Present
Sellers Richardson Holman & West November 2014 - April 2015
Education
University of Alabama 2013 — 2014
Master's Degree, Taxation
University of Alabama 2009 — 2013
Bachelor's Degree, Accounting
Sean Loughlin's McGladrey Experience June 2012 - August 2012
Job Business Operations Intern
Industry Semiconductors
Experience
Cymer June 2015 - August 2015
Merrill Lynch June 2013 - August 2013
McGladrey June 2012 - August 2012
Skills
Python, Problem Solving, Mathematics, Value Investing, Economics, Marketing, Portfolio Management, Investments, Leadership, Finance, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Research
Education
UC Berkeley 2012 — 2016
Rancho Bernardo High School 2008 — 2012
Cymer June 2015 - August 2015
Merrill Lynch June 2013 - August 2013
McGladrey June 2012 - August 2012
Skills
Python, Problem Solving, Mathematics, Value Investing, Economics, Marketing, Portfolio Management, Investments, Leadership, Finance, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Research
Education
UC Berkeley 2012 — 2016
Rancho Bernardo High School 2008 — 2012
Elizabeth Chaconas's McGladrey Experience June 2013 - July 2013
Job Auditor/Musician
Industry Accounting
Experience
Moss, Krusick & Associates, LLC January 2014 - Present
Violectric, Inc. 2011 - Present
Freelance Musician/Private Instructor January 2009 - Present
University of Central Florida August 2012 - December 2013
McGladrey June 2013 - July 2013
A Gift For Teaching August 2010 - December 2012
Space Coast Symphony Orchestra 2009 - 2011
Skills
Viola, Orchestral, Music, Classical, Chamber Music, Ensemble, Teaching, PowerPoint, Word, Excel, Weddings, Classroom Instruction, Microsoft Office, Customer Service, Conducting, Violin, Orchestral Music, Accounting, Multi Tasking, Teamwork, Social Media, Auditing, Networking, Social Networking, Time Management, Detailed Organization, Music Performance, Musicians, Music Education, Microsoft Excel, Microsoft Word, Internal Controls, Financial Accounting
Education
University of Central Florida 2012 — 2013
Master of Science (MS), Accounting
University of Central Florida 2006 — 2012
Bachelor of Music (BM), Performance - Viola
University of Central Florida 2006 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting
Moss, Krusick & Associates, LLC January 2014 - Present
Violectric, Inc. 2011 - Present
Freelance Musician/Private Instructor January 2009 - Present
University of Central Florida August 2012 - December 2013
McGladrey June 2013 - July 2013
A Gift For Teaching August 2010 - December 2012
Space Coast Symphony Orchestra 2009 - 2011
Skills
Viola, Orchestral, Music, Classical, Chamber Music, Ensemble, Teaching, PowerPoint, Word, Excel, Weddings, Classroom Instruction, Microsoft Office, Customer Service, Conducting, Violin, Orchestral Music, Accounting, Multi Tasking, Teamwork, Social Media, Auditing, Networking, Social Networking, Time Management, Detailed Organization, Music Performance, Musicians, Music Education, Microsoft Excel, Microsoft Word, Internal Controls, Financial Accounting
Education
University of Central Florida 2012 — 2013
Master of Science (MS), Accounting
University of Central Florida 2006 — 2012
Bachelor of Music (BM), Performance - Viola
University of Central Florida 2006 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting
Priscilla Park, CPA Priscilla Park, CPA's McGladrey Experience July 2007 - June 2008
Job VP of Fund Accounting at Hackman Capital Partners, LLC
Industry Accounting
Experience
Hackman Capital Partners, LLC October 2015 - Present
Victorious July 2014 - Present
Karlin Asset Management March 2009 - July 2014
McGladrey July 2007 - June 2008
Andersen Tax (formerly WTAS) July 2006 - June 2007
Skills
Tax, Private Equity, Financial Reporting, Accounting, Quickbooks, QuickBooks, International Tax, Financial Modeling, State Tax, Corporate Tax, Corporate Finance, Finance, Valuation, Financial Accounting, Auditing, Financial Analysis, Due Diligence, Investments
Education
UCLA 2002 — 2006
BS, Economics
Hackman Capital Partners, LLC October 2015 - Present
Victorious July 2014 - Present
Karlin Asset Management March 2009 - July 2014
McGladrey July 2007 - June 2008
Andersen Tax (formerly WTAS) July 2006 - June 2007
Skills
Tax, Private Equity, Financial Reporting, Accounting, Quickbooks, QuickBooks, International Tax, Financial Modeling, State Tax, Corporate Tax, Corporate Finance, Finance, Valuation, Financial Accounting, Auditing, Financial Analysis, Due Diligence, Investments
Education
UCLA 2002 — 2006
BS, Economics
Richard Rishko, CPA's McGladrey Experience January 2013 - October 2014
Job Senior Investment Accountant at Buchanan Street Partners
Industry Accounting
Experience
Buchanan Street Partners November 2014 - Present
McGladrey January 2013 - October 2014
Self Employed October 2011 - December 2012
White Nelson Diehl Evans & Co. LLP 2008 - 2011
Education
UCI 2004 — 2008
Bachelor of Arts (BA), Economics, Accounting, Political Science
Buchanan Street Partners November 2014 - Present
McGladrey January 2013 - October 2014
Self Employed October 2011 - December 2012
White Nelson Diehl Evans & Co. LLP 2008 - 2011
Education
UCI 2004 — 2008
Bachelor of Arts (BA), Economics, Accounting, Political Science
James Barfield, CPA's McGladrey Experience January 2008 - October 2010
Job Independent Insurance Agent at Barfield Insurance & Financial Services, Inc.
Industry Insurance
Experience
Barfield Insurance & Financial Services, Inc. 2015 - Present
Cross, Fernandez & Riley, LLP September 2013 - 2015
Cross, Fernandez & Riley, LLP September 2012 - September 2013
Cross, Fernandez & Riley, LLP November 2010 - September 2012
McGladrey January 2008 - October 2010
Grant Thornton LLP January 2007 - May 2007
Skills
Tax, Accounting, Tax Preparation, Corporate Tax, Income Tax, Agriculture, Tax Compliance, Property & Casualty..., General Insurance, CPA
Education
University of Central Florida 2003 — 2008
Masters of Science in Taxation, Accounting, Taxation
Barfield Insurance & Financial Services, Inc. 2015 - Present
Cross, Fernandez & Riley, LLP September 2013 - 2015
Cross, Fernandez & Riley, LLP September 2012 - September 2013
Cross, Fernandez & Riley, LLP November 2010 - September 2012
McGladrey January 2008 - October 2010
Grant Thornton LLP January 2007 - May 2007
Skills
Tax, Accounting, Tax Preparation, Corporate Tax, Income Tax, Agriculture, Tax Compliance, Property & Casualty..., General Insurance, CPA
Education
University of Central Florida 2003 — 2008
Masters of Science in Taxation, Accounting, Taxation
Liam Hua Liam Hua's McGladrey Experience July 2015 - Present
Job Manager Transaction Services at McGladrey
Industry Financial Services
Experience
McGladrey July 2015 - Present
Toyota Motor Sales March 2012 - June 2015
Goldline International Inc. November 2009 - March 2012
Duff and Phelps September 2007 - February 2009
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance
Education
University of California, Santa Barbara 1996 — 2000
BA, Economics
McGladrey July 2015 - Present
Toyota Motor Sales March 2012 - June 2015
Goldline International Inc. November 2009 - March 2012
Duff and Phelps September 2007 - February 2009
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance
Education
University of California, Santa Barbara 1996 — 2000
BA, Economics
Ella Ware's McGladrey Experience February 2015 - May 2015
Job Trying to find my niche
Industry Accounting
Experience
McGladrey February 2015 - May 2015
AT&T November 2014 - November 2014
Concentra June 2014 - August 2014
TWG Calls September 2013 - March 2014
Rooms To Go October 2012 - September 2013
T-Mobile July 2008 - October 2011
T-Mobile July 2006 - July 2008
Skills
World Class Customer..., Escalation Resolution, Blackberry, Customer Satisfaction, Technical Support, Call Center, Management, Customer Service, Wireless, Teamwork, Customer Experience, Leadership, Inventory Management, Sales, Quality Assurance, Telecommunications, Call Centers, Networking, Customer Support, BMC Remedy, Troubleshooting, Professional..., Software Documentation, Wireless Networking, Customer Retention, Time Management, Telephone Skills, Training, Windows 7, Access, Computer Hardware, Retail, System Administration, Team Leadership, Avaya, Data Entry, Help Desk Support, Vendor Management, Windows Vista, Lotus Notes, Windows, Team Building, Microsoft Office, Mobile Devices, Outlook
Education
Southern Arkansas University at Magnolia 2002 — 2004
Bachelor of Administration, Computer Information Systems
University of Arkansas at Pine Bluff 1998 — 2001
Accounting
McGladrey February 2015 - May 2015
AT&T November 2014 - November 2014
Concentra June 2014 - August 2014
TWG Calls September 2013 - March 2014
Rooms To Go October 2012 - September 2013
T-Mobile July 2008 - October 2011
T-Mobile July 2006 - July 2008
Skills
World Class Customer..., Escalation Resolution, Blackberry, Customer Satisfaction, Technical Support, Call Center, Management, Customer Service, Wireless, Teamwork, Customer Experience, Leadership, Inventory Management, Sales, Quality Assurance, Telecommunications, Call Centers, Networking, Customer Support, BMC Remedy, Troubleshooting, Professional..., Software Documentation, Wireless Networking, Customer Retention, Time Management, Telephone Skills, Training, Windows 7, Access, Computer Hardware, Retail, System Administration, Team Leadership, Avaya, Data Entry, Help Desk Support, Vendor Management, Windows Vista, Lotus Notes, Windows, Team Building, Microsoft Office, Mobile Devices, Outlook
Education
Southern Arkansas University at Magnolia 2002 — 2004
Bachelor of Administration, Computer Information Systems
University of Arkansas at Pine Bluff 1998 — 2001
Accounting
Laura (Schabel) Blake Laura (Schabel) Blake's McGladrey Experience January 2011 - September 2011
Job Manager at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group October 2014 - Present
Deloitte September 2013 - September 2014
Deloitte September 2011 - September 2013
McGladrey January 2011 - September 2011
Deloitte August 2007 - March 2009
Deloitte September 2005 - August 2007
Skills
External Audit, IFRS, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, Big 4, Financial Accounting, SEC filings
Education
University of Richmond 2001 — 2005
Bachelor's Degree, B.S. Business Administration in Accounting
University of Richmond 2001 — 2005
Bachelor's Degree, B.A. Leadership Studies
University of Bath 2003 — 2003
School of Management
The Siegfried Group October 2014 - Present
Deloitte September 2013 - September 2014
Deloitte September 2011 - September 2013
McGladrey January 2011 - September 2011
Deloitte August 2007 - March 2009
Deloitte September 2005 - August 2007
Skills
External Audit, IFRS, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, Big 4, Financial Accounting, SEC filings
Education
University of Richmond 2001 — 2005
Bachelor's Degree, B.S. Business Administration in Accounting
University of Richmond 2001 — 2005
Bachelor's Degree, B.A. Leadership Studies
University of Bath 2003 — 2003
School of Management
Debbie Kim Debbie Kim's McGladrey Experience September 2003 - June 2005
Job Partner at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2005 - Present
McGladrey September 2003 - June 2005
Deloitte May 2002 - August 2003
Arthur Andersen September 2000 - May 2002
Skills
Income Tax, Tax, Corporate Tax, US GAAP
Education
UCLA 1997 — 2000
Business Economics
Ernst & Young June 2005 - Present
McGladrey September 2003 - June 2005
Deloitte May 2002 - August 2003
Arthur Andersen September 2000 - May 2002
Skills
Income Tax, Tax, Corporate Tax, US GAAP
Education
UCLA 1997 — 2000
Business Economics
Rebecca Green's McGladrey Experience 2004 - 2005
Job Owner at Greenchild LLC
Industry Electrical/Electronic Manufacturing
Experience
Greenchild LLC November 2013 - Present
MCPc 2013 - 2013
DSM 2011 - 2013
TSL Marketing 2009 - 2011
Department of Health & Human Services 2005 - 2008
McGladrey 2004 - 2005
Skills
Government, Conferences, Event Management, Event Planning, Public Relations, Publications, Marketing Communications, Logistics, Databases, Business Development, Budget, Forecasting, Sales Prospecting, CRM, SharePoint, Microsoft Office, Contract Negotiation, Contract Management, Technical Writing, Vendor Management, Negotiation, Budgets, Program Management, Training, Management, Cross-functional Team..., Marketing, Sales, Strategy, Leadership
Education
University of Alabama at Birmingham 2014 — 2017
Master's Degree, Accounting
University of Maryland College Park 2000 — 2004
Bachelor of Arts, Communication and Business Spanish
Greenchild LLC November 2013 - Present
MCPc 2013 - 2013
DSM 2011 - 2013
TSL Marketing 2009 - 2011
Department of Health & Human Services 2005 - 2008
McGladrey 2004 - 2005
Skills
Government, Conferences, Event Management, Event Planning, Public Relations, Publications, Marketing Communications, Logistics, Databases, Business Development, Budget, Forecasting, Sales Prospecting, CRM, SharePoint, Microsoft Office, Contract Negotiation, Contract Management, Technical Writing, Vendor Management, Negotiation, Budgets, Program Management, Training, Management, Cross-functional Team..., Marketing, Sales, Strategy, Leadership
Education
University of Alabama at Birmingham 2014 — 2017
Master's Degree, Accounting
University of Maryland College Park 2000 — 2004
Bachelor of Arts, Communication and Business Spanish
Jennifer Stripling's McGladrey Experience May 2015 - Present
Job Tax Manager at Sellers Richardson Holman & West
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West January 2011 - May 2015
Sellers Richardson Holman & West January 2008 - December 2010
Sellers Richardson Holman & West August 2005 - December 2007
Skills
Tax, Tax Research, Corporate Tax, ProSystem fx Tax, Partnership Taxation, Multi-state tax returns, Tax Returns
Education
University of Alabama 2004 — 2005
Master, Tax Accounting
University of Alabama 2000 — 2004
B.A., Accounting
McGladrey May 2015 - Present
Sellers Richardson Holman & West January 2011 - May 2015
Sellers Richardson Holman & West January 2008 - December 2010
Sellers Richardson Holman & West August 2005 - December 2007
Skills
Tax, Tax Research, Corporate Tax, ProSystem fx Tax, Partnership Taxation, Multi-state tax returns, Tax Returns
Education
University of Alabama 2004 — 2005
Master, Tax Accounting
University of Alabama 2000 — 2004
B.A., Accounting
Chris Harker, CFP®'s McGladrey Experience July 2012 - Present
Job Associate Wealth Advisor at McGladrey
Industry Financial Services
Experience
McGladrey July 2012 - Present
Harris Financial Advisors, Inc. May 2007 - June 2012
Indymac Bank 2006 - 2007
Los Angeles Dodgers 2006 - 2007
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Portfolio Management, Investments, Estate Planning, Asset Allocation, Wealth, Finance, Risk Management, Financial Planners, Strategy, Retirement, Loans, IRAs, Financial Advisory
Education
University of Oregon 2001 — 2005
BS, Finance & Political Science
University of California, Los Angeles 2009 — 2011
CFP, Personal Financial Planning
McGladrey July 2012 - Present
Harris Financial Advisors, Inc. May 2007 - June 2012
Indymac Bank 2006 - 2007
Los Angeles Dodgers 2006 - 2007
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Portfolio Management, Investments, Estate Planning, Asset Allocation, Wealth, Finance, Risk Management, Financial Planners, Strategy, Retirement, Loans, IRAs, Financial Advisory
Education
University of Oregon 2001 — 2005
BS, Finance & Political Science
University of California, Los Angeles 2009 — 2011
CFP, Personal Financial Planning
Stephen Heighway Stephen Heighway's McGladrey Experience August 2014 - Present
Job Senior Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey August 2014 - Present
RSM Prince December 2011 - August 2014
McGladrey February 2014 - May 2014
RSM Prince February 2011 - December 2011
DFK Oswin Griffiths April 2010 - February 2011
DFK Oswin Griffiths January 2008 - April 2010
DFK Oswin Griffiths June 2007 - December 2007
Skills
Financial Reporting, Accounting, Audit, Internal Controls, Auditing, IFRS, External Audit, Assurance, Financial Accounting, Tax, Accountants, Tax Accounting, Tax Returns, Business Advisory, Due Diligence, Corporate Tax, Income Tax, Financial Audits, Management Accounting, Fixed Assets, MYOB, International Tax, Consolidation, Xero, Account Reconciliation, Tax Preparation, General Ledger, GST
Education
University of Auckland 2002 — 2005
Bachelor of Commerce (BCom), GradDipCom
The Manurewa High School 1997 — 2001
McGladrey August 2014 - Present
RSM Prince December 2011 - August 2014
McGladrey February 2014 - May 2014
RSM Prince February 2011 - December 2011
DFK Oswin Griffiths April 2010 - February 2011
DFK Oswin Griffiths January 2008 - April 2010
DFK Oswin Griffiths June 2007 - December 2007
Skills
Financial Reporting, Accounting, Audit, Internal Controls, Auditing, IFRS, External Audit, Assurance, Financial Accounting, Tax, Accountants, Tax Accounting, Tax Returns, Business Advisory, Due Diligence, Corporate Tax, Income Tax, Financial Audits, Management Accounting, Fixed Assets, MYOB, International Tax, Consolidation, Xero, Account Reconciliation, Tax Preparation, General Ledger, GST
Education
University of Auckland 2002 — 2005
Bachelor of Commerce (BCom), GradDipCom
The Manurewa High School 1997 — 2001
Jared Robertson's McGladrey Experience March 2015 - Present
Job Consulting
Industry Accounting
Experience
McGladrey March 2015 - Present
Richmond & Flood 2012 - Present
American HealthTech February 2014 - February 2015
Southern Company February 2011 - February 2014
MedSym Inc February 2011 - May 2012
MedSym Inc July 2009 - March 2011
Exspend, Inc. 2007 - 2009
Education
University of Alabama at Birmingham 2004 — 2009
Bachelor of Science, Computer Science
McGladrey March 2015 - Present
Richmond & Flood 2012 - Present
American HealthTech February 2014 - February 2015
Southern Company February 2011 - February 2014
MedSym Inc February 2011 - May 2012
MedSym Inc July 2009 - March 2011
Exspend, Inc. 2007 - 2009
Education
University of Alabama at Birmingham 2004 — 2009
Bachelor of Science, Computer Science
Sharon Whitmer's McGladrey Experience January 2000 - January 2007
Job Sr. Financial Analyst / Tax Manager at Experient Inc
Industry Accounting
Experience
Experient Inc July 2014 - Present
Gregory Barford, CPA June 2013 - July 2014
Whitmer Consulting 2006 - June 2013
MedSource, Inc January 2007 - November 2012
Whitmer Windows - Custom Window Treatments 2005 - 2011
McGladrey January 2000 - January 2007
Creative Financial Staffing (CFS) January 1996 - January 2000
Metraplex Corporation January 1992 - January 1995
Denro, Inc January 1989 - January 1992
Neoterik, Inc, 1989 - 1989
Skills
CPA, General Ledger, Account Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Accruals, Fixed Assets, Financial Reporting, Accounting, Payroll, Quickbooks, Internal Controls, Billing, Monthly Close, Peachtree, QuickBooks, Cash Flow, Invoicing, Finance, Bookkeeping, Financial Statements, Auditing, Tax Preparation
Education
University of Baltimore 1983 — 1990
Masters of Business Administration, Business Administration and Management, General
Frostburg State College 1978 — 1982
B.S, Accounting, Summa Cum Laude
Experient Inc July 2014 - Present
Gregory Barford, CPA June 2013 - July 2014
Whitmer Consulting 2006 - June 2013
MedSource, Inc January 2007 - November 2012
Whitmer Windows - Custom Window Treatments 2005 - 2011
McGladrey January 2000 - January 2007
Creative Financial Staffing (CFS) January 1996 - January 2000
Metraplex Corporation January 1992 - January 1995
Denro, Inc January 1989 - January 1992
Neoterik, Inc, 1989 - 1989
Skills
CPA, General Ledger, Account Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Accruals, Fixed Assets, Financial Reporting, Accounting, Payroll, Quickbooks, Internal Controls, Billing, Monthly Close, Peachtree, QuickBooks, Cash Flow, Invoicing, Finance, Bookkeeping, Financial Statements, Auditing, Tax Preparation
Education
University of Baltimore 1983 — 1990
Masters of Business Administration, Business Administration and Management, General
Frostburg State College 1978 — 1982
B.S, Accounting, Summa Cum Laude
Jon Trupin Jon Trupin's McGladrey Experience July 1987 - February 2012
Job Business Consultant at YG Financial Group
Industry Accounting
Experience
YG Financial Group February 2012 - Present
Women's Health Practice February 2012 - Present
Womens Health Practice 2012 - 2014
McGladrey July 1987 - February 2012
Education
University of California, Berkeley
Bachelor's degree, Environmental Studies
YG Financial Group February 2012 - Present
Women's Health Practice February 2012 - Present
Womens Health Practice 2012 - 2014
McGladrey July 1987 - February 2012
Education
University of California, Berkeley
Bachelor's degree, Environmental Studies
Patrick Telford, CPA Patrick Telford, CPA's McGladrey Experience January 2014 - November 2014
Job Financial Reporting Analyst at Thales
Industry Accounting
Experience
Thales November 2014 - Present
McGladrey January 2014 - November 2014
Deloitte September 2011 - January 2014
Rothstein Kass October 2008 - September 2011
Skills
Certified Public..., US GAAP, Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, CPA, Financial Statements, External Audit
Education
University of California, Santa Barbara 2005 — 2008
BA, Business Economics
Thales November 2014 - Present
McGladrey January 2014 - November 2014
Deloitte September 2011 - January 2014
Rothstein Kass October 2008 - September 2011
Skills
Certified Public..., US GAAP, Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, CPA, Financial Statements, External Audit
Education
University of California, Santa Barbara 2005 — 2008
BA, Business Economics
Lonnie Wall, II Lonnie Wall, II's McGladrey Experience June 2009 - August 2009
Job at
Industry Accounting
Experience
Republic Services September 2014 - Present
Republic Services June 2013 - September 2014
Vantage Oncology May 2012 - June 2013
Network Appraisal & Business Solutions January 2010 - April 2012
McGladrey June 2009 - August 2009
University of Arizona Bookstore June 2008 - June 2009
Tucson Electric Power June 2007 - June 2008
Pop Warner Football August 2007 - November 2007
Dundbar Project January 2007 - June 2007
Skills
Excel Certified, General Ledger, Account Reconciliation, Internal Controls, Auditing, Great Plains Software, GAAP, Training, Public Speaking
Education
University of Arizona 2005 — 2009
Bachelor of Science, Business Administration; Accounting
Republic Services September 2014 - Present
Republic Services June 2013 - September 2014
Vantage Oncology May 2012 - June 2013
Network Appraisal & Business Solutions January 2010 - April 2012
McGladrey June 2009 - August 2009
University of Arizona Bookstore June 2008 - June 2009
Tucson Electric Power June 2007 - June 2008
Pop Warner Football August 2007 - November 2007
Dundbar Project January 2007 - June 2007
Skills
Excel Certified, General Ledger, Account Reconciliation, Internal Controls, Auditing, Great Plains Software, GAAP, Training, Public Speaking
Education
University of Arizona 2005 — 2009
Bachelor of Science, Business Administration; Accounting
Neil Orolin, CPA Neil Orolin, CPA's McGladrey Experience 2008 - 2010
Job Assistant VP Robert Half Management Resources
Industry Management Consulting
Experience
Robert Half Management Resources 2011 - Present
KPMG Tax & Advisory 2010 - 2011
McGladrey 2008 - 2010
Laureate Education 2005 - 2008
KPMG Tax & Advisory 2003 - 2005
Grant Thornton LLP 1999 - 2003
Skills
Tax, Financial Reporting, Accounting, Business Development, Management Consulting, Process Consulting, Tax Accounting, Project Management, Business Strategy, Business Networking, Talent Acquisition, Strategic Planning, Project Staffing, Sarbanes-Oxley, Tax Advisory, Restatements, Engagement Management, Corporate Tax, Corporate Governance, FIN 48, SEC Filings, Internal Audit, Budgets, Leadership, CPA, Managerial Finance, Forecasting, Financial Statements, Sarbanes-Oxley Act
Education
University of Baltimore 1995 — 1997
Bachelor of Science, Accounting
Robert Half Management Resources 2011 - Present
KPMG Tax & Advisory 2010 - 2011
McGladrey 2008 - 2010
Laureate Education 2005 - 2008
KPMG Tax & Advisory 2003 - 2005
Grant Thornton LLP 1999 - 2003
Skills
Tax, Financial Reporting, Accounting, Business Development, Management Consulting, Process Consulting, Tax Accounting, Project Management, Business Strategy, Business Networking, Talent Acquisition, Strategic Planning, Project Staffing, Sarbanes-Oxley, Tax Advisory, Restatements, Engagement Management, Corporate Tax, Corporate Governance, FIN 48, SEC Filings, Internal Audit, Budgets, Leadership, CPA, Managerial Finance, Forecasting, Financial Statements, Sarbanes-Oxley Act
Education
University of Baltimore 1995 — 1997
Bachelor of Science, Accounting
Wayne C. Markey, CPA, JD, CBA, ABV Wayne C. Markey, CPA, JD, CBA, ABV's McGladrey Experience 2004 - Present
Job Partner at McGladrey
Industry Accounting
Experience
RSM McGladrey January 2005 - Present
RSM McGladrey January 2005 - Present
McGladrey & Pullen 2004 - Present
McGladrey 2004 - Present
American Express Tax & Business Services (Acquired Wolpoff & Co) September 1984 - 2003
Education
University of Baltimore School of Law 1984 — 1987
Juris Doctorate, Law
University of Maryland at College Park 1974 — 1978
B.S., Accounting
RSM McGladrey January 2005 - Present
RSM McGladrey January 2005 - Present
McGladrey & Pullen 2004 - Present
McGladrey 2004 - Present
American Express Tax & Business Services (Acquired Wolpoff & Co) September 1984 - 2003
Education
University of Baltimore School of Law 1984 — 1987
Juris Doctorate, Law
University of Maryland at College Park 1974 — 1978
B.S., Accounting
Murat Tasel's McGladrey Experience May 2004 - Present
Job Tax Partner at McGladrey
Industry Accounting
Experience
McGladrey May 2004 - Present
KPMG April 1999 - May 2004
Reznick Group June 1990 - March 1999
Skills
New Business Development, Business Strategy, Cross-functional Team..., Global Operations, International Business, International Tax, Internal Controls, Strategic Leadership, Corporate Tax, Tax, Auditing, Income Tax, Sarbanes-Oxley Act, Tax Advisory, Tax Law, Transfer Pricing, US GAAP, Mergers & Acquisitions, Tax Accounting, Financial Reporting, Tax Returns, Cash Flow
Education
University of Baltimore 1990 — 1992
MST, BS, Tax/Accounting
McGladrey May 2004 - Present
KPMG April 1999 - May 2004
Reznick Group June 1990 - March 1999
Skills
New Business Development, Business Strategy, Cross-functional Team..., Global Operations, International Business, International Tax, Internal Controls, Strategic Leadership, Corporate Tax, Tax, Auditing, Income Tax, Sarbanes-Oxley Act, Tax Advisory, Tax Law, Transfer Pricing, US GAAP, Mergers & Acquisitions, Tax Accounting, Financial Reporting, Tax Returns, Cash Flow
Education
University of Baltimore 1990 — 1992
MST, BS, Tax/Accounting
Tansy Jefferies Tansy Jefferies's McGladrey Experience January 2007 - Present
Job Transfer Pricing Director at McGladrey
Industry Accounting
Experience
McGladrey January 2007 - Present
RSM Robson Rhodes LLP June 2002 - December 2006
Deloitte October 1998 - August 2001
Skills
Transfer Pricing, International Tax, Tax Research, Income Tax, Tax, Tax Law, Corporate Tax, Tax Accounting, FIN 48, Tax Advisory, Tax Returns, Tax Preparation
Education
Chartered Institute of Taxation
CTA, Taxation
University of Cambridge 1995 — 1998
BA, MA Cantab, Japanese and Social and Political Science
Christ's Hospital
McGladrey January 2007 - Present
RSM Robson Rhodes LLP June 2002 - December 2006
Deloitte October 1998 - August 2001
Skills
Transfer Pricing, International Tax, Tax Research, Income Tax, Tax, Tax Law, Corporate Tax, Tax Accounting, FIN 48, Tax Advisory, Tax Returns, Tax Preparation
Education
Chartered Institute of Taxation
CTA, Taxation
University of Cambridge 1995 — 1998
BA, MA Cantab, Japanese and Social and Political Science
Christ's Hospital
Claudia Lapkin Claudia Lapkin's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Financial Services
Experience
McGladrey November 2014 - Present
Lapkin Business Management January 2012 - December 2014
Logan Ad Group June 2011 - December 2014
Tim Barber, Ltd. September 2009 - January 2012
Platinum Equity October 2008 - November 2009
Fox & Spillane, LLP March 1995 - July 2006
Skills
PowerPoint, Accounting, Analysis, Budgets, Cash Flow Forecasting, Financial Analysis, Financial Modeling, Financial Statements, Management, Marketing, Mergers, New Business Development, Private Equity, QuickBooks, Start-ups, Strategic Planning
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Santa Barbara 1987 — 1991
Bachelor, Business Administration, Analytical Reasoning
McGladrey November 2014 - Present
Lapkin Business Management January 2012 - December 2014
Logan Ad Group June 2011 - December 2014
Tim Barber, Ltd. September 2009 - January 2012
Platinum Equity October 2008 - November 2009
Fox & Spillane, LLP March 1995 - July 2006
Skills
PowerPoint, Accounting, Analysis, Budgets, Cash Flow Forecasting, Financial Analysis, Financial Modeling, Financial Statements, Management, Marketing, Mergers, New Business Development, Private Equity, QuickBooks, Start-ups, Strategic Planning
Education
University of California, Irvine - The Paul Merage School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Santa Barbara 1987 — 1991
Bachelor, Business Administration, Analytical Reasoning
John Montana John Montana's McGladrey Experience August 2015 - Present
Job Assurance Resource Management at McGladrey
Industry Accounting
Experience
McGladrey August 2015 - Present
Ernst & Young June 2000 - August 2015
Samsonite June 1993 - September 1999
American Tourister January 1990 - June 1993
Sears Holdings Corporation January 1981 - January 1990
Skills
Resource Management, Process Improvement, Budget Oversight, Program Management, Sales Management, Sales Operations, Change Management, Business Process..., Project Management, Management Consulting, Accounting, Risk Management, Business Intelligence, Financial Analysis, Management, Strategy, Financial Reporting, Auditing, Internal Controls, Sales, Sarbanes-Oxley Act, Budgets, Leadership, Microsoft Office
Education
University of California, Riverside 1983 — 1987
Bachelor of Arts, Political Science
McGladrey August 2015 - Present
Ernst & Young June 2000 - August 2015
Samsonite June 1993 - September 1999
American Tourister January 1990 - June 1993
Sears Holdings Corporation January 1981 - January 1990
Skills
Resource Management, Process Improvement, Budget Oversight, Program Management, Sales Management, Sales Operations, Change Management, Business Process..., Project Management, Management Consulting, Accounting, Risk Management, Business Intelligence, Financial Analysis, Management, Strategy, Financial Reporting, Auditing, Internal Controls, Sales, Sarbanes-Oxley Act, Budgets, Leadership, Microsoft Office
Education
University of California, Riverside 1983 — 1987
Bachelor of Arts, Political Science
Tyler W. Talkington, MBA, CAMS, CFCS, CFE Tyler W. Talkington, MBA, CAMS, CFCS, CFE's McGladrey Experience January 2014 - September 2014
Job Senior BSA Risk and Policy Officer
Industry Banking
Experience
Mercantil Commercebank March 2015 - Present
Santander Bank, N.A. October 2014 - March 2015
McGladrey January 2014 - September 2014
Walmart Corporate Headquarters January 2012 - January 2014
Hancock Bank April 2010 - February 2012
Jack Henry & Associates August 2008 - April 2010
Regions Financial Corporation October 2007 - August 2008
Skills
Risk Management, Anti Money Laundering, Bank Secrecy Act, Financial Services, Banking, OFAC, Finance, Financial Risk, Management, Due Diligence, Training, Policy, USA PATRIOT Act, Financial Analysis, Internal Audit, Process Improvement, Fraud, Financial Regulation, SQL, AML Model Validation, AML Monitoring Software..., Operational Risk..., Credit Cards, Retail Banking, Operational Risk
Education
William Carey College 2011 — 2012
Master of Business Administration (MBA)
University of Alabama in Huntsville 2003 — 2006
Bachelor of Science in Business Administration
Mercantil Commercebank March 2015 - Present
Santander Bank, N.A. October 2014 - March 2015
McGladrey January 2014 - September 2014
Walmart Corporate Headquarters January 2012 - January 2014
Hancock Bank April 2010 - February 2012
Jack Henry & Associates August 2008 - April 2010
Regions Financial Corporation October 2007 - August 2008
Skills
Risk Management, Anti Money Laundering, Bank Secrecy Act, Financial Services, Banking, OFAC, Finance, Financial Risk, Management, Due Diligence, Training, Policy, USA PATRIOT Act, Financial Analysis, Internal Audit, Process Improvement, Fraud, Financial Regulation, SQL, AML Model Validation, AML Monitoring Software..., Operational Risk..., Credit Cards, Retail Banking, Operational Risk
Education
William Carey College 2011 — 2012
Master of Business Administration (MBA)
University of Alabama in Huntsville 2003 — 2006
Bachelor of Science in Business Administration
Diana Yee Diana Yee's McGladrey Experience July 2015 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
JNR Incorporated April 2014 - June 2015
Summit Portfolio Management March 2013 - January 2015
Gamma Phi Beta Sorority December 2013 - December 2014
Rotaract of UC Irvine June 2013 - June 2014
Gamma Phi Beta Sorority December 2011 - November 2013
Rotaract of UC Irvine December 2012 - June 2013
Skills
Marketing, Public Relations, Fundraising, Finance, Social Media Marketing, Leadership, Publicity, Budgets, Data Analysis, Event Planning, Accounting, Nonprofits
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (BA), Business Economics
McGladrey July 2015 - Present
JNR Incorporated April 2014 - June 2015
Summit Portfolio Management March 2013 - January 2015
Gamma Phi Beta Sorority December 2013 - December 2014
Rotaract of UC Irvine June 2013 - June 2014
Gamma Phi Beta Sorority December 2011 - November 2013
Rotaract of UC Irvine December 2012 - June 2013
Skills
Marketing, Public Relations, Fundraising, Finance, Social Media Marketing, Leadership, Publicity, Budgets, Data Analysis, Event Planning, Accounting, Nonprofits
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (BA), Business Economics
Cory Chen Cory Chen's McGladrey Experience August 2015 - August 2015
Job Accounting Intern at Airbnb
Industry
Experience
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
Stephen Bozar's McGladrey Experience June 2013 - July 2013
Job Assurance Associate at EY
Industry Accounting
Experience
EY October 2014 - Present
Guild Investment Management December 2013 - December 2013
Pacific Pointe Advisors June 2013 - September 2013
McGladrey June 2013 - July 2013
Skills
Financial Accounting, Microsoft Excel, Spanish-English, Finance, Financial Analysis, Accounting, QuickBooks, PowerPoint, Financial Modeling, Teamwork, Microsoft Office, Data Analysis, Microsoft Word, Time Management, Leadership, Public Speaking
Education
UCSB 2010 — 2014
Bachelor's degree, Accounting and Economics
EY October 2014 - Present
Guild Investment Management December 2013 - December 2013
Pacific Pointe Advisors June 2013 - September 2013
McGladrey June 2013 - July 2013
Skills
Financial Accounting, Microsoft Excel, Spanish-English, Finance, Financial Analysis, Accounting, QuickBooks, PowerPoint, Financial Modeling, Teamwork, Microsoft Office, Data Analysis, Microsoft Word, Time Management, Leadership, Public Speaking
Education
UCSB 2010 — 2014
Bachelor's degree, Accounting and Economics
Allen Yeh's McGladrey Experience January 2007 - June 2013
Job Corporate Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2013 - Present
McGladrey January 2007 - June 2013
Gelfand, Rennert & Feldman November 2005 - December 2006
Skills
Accounting, Corporate Tax, Financial Reporting, Tax Research, Tax Accounting, CPA, Income Tax, US GAAP, Financial Accounting, Tax Preparation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA, Accounting
KPMG US July 2013 - Present
McGladrey January 2007 - June 2013
Gelfand, Rennert & Feldman November 2005 - December 2006
Skills
Accounting, Corporate Tax, Financial Reporting, Tax Research, Tax Accounting, CPA, Income Tax, US GAAP, Financial Accounting, Tax Preparation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA, Accounting
Joel Baxley, MAI Joel Baxley, MAI's McGladrey Experience September 2014 - Present
Job Consulting Director Financial Advisory Services
Industry Real Estate
Experience
McGladrey September 2014 - Present
Baxley Property Advisors, LLC June 2013 - December 2014
Commercial Valuation Services, Inc January 2005 - June 2013
PEARCE, BEVILL, LEESBURG, MOORE, P.C. May 2002 - December 2004
Skills
Valuation, Real Estate, Financial Analysis, Argus Modeling, Real Estate Development, Investments, Real Estate Economics, Financial Modeling, Asset Management, Investment Properties, Due Diligence, Property Management, Disposition, Corporate Finance, Brokerage, Appraisals, Commercial Real Estate, Real Estate Transactions, Leases, Feasibility Studies, Location Intelligence, Corporate Real Estate, Lease Negotiations, Real Property, Private Equity, Property, Tenant Representation, Dispositions
Education
University of Oxford - Said Business School 2012 — 2013
Post Graduate Diploma in Financial Strategy, Financial Strategy and Corporate Valuation, Distinction
University of Alabama at Birmingham 2002 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance, Honors
Urban Land Institute
McGladrey September 2014 - Present
Baxley Property Advisors, LLC June 2013 - December 2014
Commercial Valuation Services, Inc January 2005 - June 2013
PEARCE, BEVILL, LEESBURG, MOORE, P.C. May 2002 - December 2004
Skills
Valuation, Real Estate, Financial Analysis, Argus Modeling, Real Estate Development, Investments, Real Estate Economics, Financial Modeling, Asset Management, Investment Properties, Due Diligence, Property Management, Disposition, Corporate Finance, Brokerage, Appraisals, Commercial Real Estate, Real Estate Transactions, Leases, Feasibility Studies, Location Intelligence, Corporate Real Estate, Lease Negotiations, Real Property, Private Equity, Property, Tenant Representation, Dispositions
Education
University of Oxford - Said Business School 2012 — 2013
Post Graduate Diploma in Financial Strategy, Financial Strategy and Corporate Valuation, Distinction
University of Alabama at Birmingham 2002 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance, Honors
Urban Land Institute
Sagar Khant Sagar Khant's McGladrey Experience October 2014 - Present
Job Senior Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
EY July 2013 - October 2014
Ernst & Young June 2012 - August 2012
S & J Tax Corporation May 2008 - August 2011
Hunter Income Tax January 2006 - January 2006
Skills
Accounting, Bookkeeping, Payroll Processing, Tax Preparation, Microsoft Office, iWork, Aperture, Lightroom, Photoshop, Lacerte, Financial Reporting, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, QuickBooks, Income Statement, Balance Sheet, Income Tax, Personal Income Tax..., CPA, Financial Analysis, GAAP, Financial Accounting, Tax Accounting, Tax Research, Tax, Corporate Tax, Payroll
Education
Drexel University - College of Business and Administration 2011 — 2013
MBA, Finance
University of California, Berkeley 2004 — 2008
B.A., South Asian Studies with Accounting coursework
McGladrey October 2014 - Present
EY July 2013 - October 2014
Ernst & Young June 2012 - August 2012
S & J Tax Corporation May 2008 - August 2011
Hunter Income Tax January 2006 - January 2006
Skills
Accounting, Bookkeeping, Payroll Processing, Tax Preparation, Microsoft Office, iWork, Aperture, Lightroom, Photoshop, Lacerte, Financial Reporting, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, QuickBooks, Income Statement, Balance Sheet, Income Tax, Personal Income Tax..., CPA, Financial Analysis, GAAP, Financial Accounting, Tax Accounting, Tax Research, Tax, Corporate Tax, Payroll
Education
Drexel University - College of Business and Administration 2011 — 2013
MBA, Finance
University of California, Berkeley 2004 — 2008
B.A., South Asian Studies with Accounting coursework
Daniel Huang Daniel Huang's McGladrey Experience February 2004 - August 2007
Job Assistant Controller at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors May 2013 - Present
Nuveen Investments April 2012 - April 2013
Rothstein Kass (now KPMG) September 2007 - April 2012
McGladrey February 2004 - August 2007
Lasker Kim & Co., LLP November 2003 - February 2004
Skills
Hedge Funds, Private Equity, Credit Unions, Accounting, Auditing, Investments, GAAP, Valuation, Alternative Investments, Financial Reporting, Financial Statements, Finance
Education
University of California, Santa Barbara
B.A., Business Economics
Kayne Anderson Capital Advisors May 2013 - Present
Nuveen Investments April 2012 - April 2013
Rothstein Kass (now KPMG) September 2007 - April 2012
McGladrey February 2004 - August 2007
Lasker Kim & Co., LLP November 2003 - February 2004
Skills
Hedge Funds, Private Equity, Credit Unions, Accounting, Auditing, Investments, GAAP, Valuation, Alternative Investments, Financial Reporting, Financial Statements, Finance
Education
University of California, Santa Barbara
B.A., Business Economics
Dora Chang Dora Chang's McGladrey Experience July 2014 - July 2014
Job Assurance Intern at BPM (Burr Pilger Mayer)
Industry Accounting
Experience
Accounting Society at UCR April 2015 - Present
BPM (Burr Pilger Mayer) June 2015 - August 2015
UCR Audit &Advisory Services January 2015 - March 2015
Youth Marketing Connection September 2014 - December 2014
Tri City Health Center July 2014 - September 2014
McGladrey July 2014 - July 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Tax, Public Speaking, Time Management, Social Networking, Facebook, Retail, Social Media, English, Event Planning, Access, Marketing, Leadership, Microsoft Office
Education
UC Riverside 2012 — 2016
Mission San Jose High School 2008 — 2012
Accounting Society at UCR April 2015 - Present
BPM (Burr Pilger Mayer) June 2015 - August 2015
UCR Audit &Advisory Services January 2015 - March 2015
Youth Marketing Connection September 2014 - December 2014
Tri City Health Center July 2014 - September 2014
McGladrey July 2014 - July 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Tax, Public Speaking, Time Management, Social Networking, Facebook, Retail, Social Media, English, Event Planning, Access, Marketing, Leadership, Microsoft Office
Education
UC Riverside 2012 — 2016
Mission San Jose High School 2008 — 2012
Alan Baggett Alan Baggett's McGladrey Experience May 2015 - June 2015
Job Lead Tax Supervisor at McGladrey
Industry Accounting
Experience
ML Griffith CPA June 2015 - Present
McGladrey May 2015 - June 2015
Sellers Richardson Holman & West August 2011 - May 2015
Culotta, Scroggins, Hendricks, and Gillespie, P.C. January 2011 - August 2011
Education
University of Alabama 2009 — 2010
Master's degree, Accounting
The University of Alabama 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
ML Griffith CPA June 2015 - Present
McGladrey May 2015 - June 2015
Sellers Richardson Holman & West August 2011 - May 2015
Culotta, Scroggins, Hendricks, and Gillespie, P.C. January 2011 - August 2011
Education
University of Alabama 2009 — 2010
Master's degree, Accounting
The University of Alabama 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Michelle Lyons Michelle Lyons's McGladrey Experience November 2012 - February 2014
Job Sr. Financial Analyst/Accountant Royalty Finance at Warner Music Group
Industry Financial Services
Experience
Warner Music Group March 2014 - Present
McGladrey November 2012 - February 2014
Marcum LLP September 2011 - November 2012
Skills
Financial Audits, Microsoft Excel, General Ledger, Financial Analysis, US GAAP, Journal Entries, SAP, Finance, Financial Accounting
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Business & Economics, Emphasis in Accounting
Warner Music Group March 2014 - Present
McGladrey November 2012 - February 2014
Marcum LLP September 2011 - November 2012
Skills
Financial Audits, Microsoft Excel, General Ledger, Financial Analysis, US GAAP, Journal Entries, SAP, Finance, Financial Accounting
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts, Business & Economics, Emphasis in Accounting
Diana Jiang Diana Jiang's McGladrey Experience June 2015 - September 2015
Job Business Valuations Intern at Mcgladrey LLP
Industry Financial Services
Experience
McGladrey June 2015 - September 2015
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Accounting, Microsoft Office, Business Communications, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Public Speaking, Leadership, Social Media, Sales, Customer Service, Social Networking
Education
University of California, Riverside 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
McGladrey June 2015 - September 2015
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Accounting, Microsoft Office, Business Communications, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Public Speaking, Leadership, Social Media, Sales, Customer Service, Social Networking
Education
University of California, Riverside 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Keith Pew Keith Pew's McGladrey Experience November 2009 - September 2011
Job Audit Manager at KPMG
Industry Accounting
Experience
KPMG July 2015 - Present
KPMG September 2011 - June 2015
McGladrey November 2009 - September 2011
McGladrey June 2008 - August 2008
Skills
Accounting, GAAP, Financial Reporting, Financial Analysis, US GAAP, Internal Controls, Assurance, Microsoft Excel, SEC filings, Financial Accounting, External Audit, Finance, Sarbanes-Oxley Act, CPA, Financial Audits, Nonprofits, Auditing, Leadership
Education
UCLA 2005 — 2009
BA, Business Economics
KPMG July 2015 - Present
KPMG September 2011 - June 2015
McGladrey November 2009 - September 2011
McGladrey June 2008 - August 2008
Skills
Accounting, GAAP, Financial Reporting, Financial Analysis, US GAAP, Internal Controls, Assurance, Microsoft Excel, SEC filings, Financial Accounting, External Audit, Finance, Sarbanes-Oxley Act, CPA, Financial Audits, Nonprofits, Auditing, Leadership
Education
UCLA 2005 — 2009
BA, Business Economics
Aryan Azarani's McGladrey Experience January 2015 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
Pricewaterhouse Coopers June 2007 - January 2015
Education
University of California, Los Angeles 2005 — 2007
B.A., Economics with Accounting Minor
McGladrey January 2015 - Present
Pricewaterhouse Coopers June 2007 - January 2015
Education
University of California, Los Angeles 2005 — 2007
B.A., Economics with Accounting Minor
Rebecca Olsen's McGladrey Experience May 2015 - Present
Job Senior Marketing Associate at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West January 2014 - Present
Johnston Barton Proctor & Rose LLP May 2007 - January 2014
A&M/Octone Records 2002 - 2007
Skills
Marketing Communications, Public Relations, Strategic Planning, Social Media Marketing, Marketing, Media Relations, Social Media, Marketing Strategy, Corporate Communications, Event Management, Microsoft Office, Legal Marketing, Email Marketing, Event Planning, Internal Communications, Brand Development, Integrated Marketing, Music Industry, Press Releases, Online Marketing, Advertising, Media Planning, Entrepreneurship, SEO, Strategic Communications, Digital Marketing, Sponsorship, Social Networking, Facebook, Digital Media, New Media, Copywriting, Newsletters, Online Advertising
Education
University of Alabama at Birmingham 1996 — 2001
Public Relations, Marketing, Communications, Public Relations, Marketing, Communications
McGladrey May 2015 - Present
Sellers Richardson Holman & West January 2014 - Present
Johnston Barton Proctor & Rose LLP May 2007 - January 2014
A&M/Octone Records 2002 - 2007
Skills
Marketing Communications, Public Relations, Strategic Planning, Social Media Marketing, Marketing, Media Relations, Social Media, Marketing Strategy, Corporate Communications, Event Management, Microsoft Office, Legal Marketing, Email Marketing, Event Planning, Internal Communications, Brand Development, Integrated Marketing, Music Industry, Press Releases, Online Marketing, Advertising, Media Planning, Entrepreneurship, SEO, Strategic Communications, Digital Marketing, Sponsorship, Social Networking, Facebook, Digital Media, New Media, Copywriting, Newsletters, Online Advertising
Education
University of Alabama at Birmingham 1996 — 2001
Public Relations, Marketing, Communications, Public Relations, Marketing, Communications
Kevin Cloyd, CPA Kevin Cloyd, CPA's McGladrey Experience October 2015 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2015 - Present
McGladrey October 2013 - October 2015
University of Central Florida May 2012 - May 2013
Fairwinds Credit Union May 2012 - September 2012
The Bushel Stop August 2006 - April 2012
Skills
Microsoft Office, Business Communications, Public Speaking, Accounting, Cashiering, Customer Relations, Auditing, Customer Service, Microsoft Excel, US GAAP, CPA, PowerPoint, Microsoft Word
Education
University of Central Florida 2008 — 2013
MSA, Accounting
University of Central Florida 2009 — 2012
Bachelors, Accounting; Accounting 5th Year, Senior
West Virginia University 2008 — 2009
Undergraduate, Accounting and Finance
McGladrey October 2015 - Present
McGladrey October 2013 - October 2015
University of Central Florida May 2012 - May 2013
Fairwinds Credit Union May 2012 - September 2012
The Bushel Stop August 2006 - April 2012
Skills
Microsoft Office, Business Communications, Public Speaking, Accounting, Cashiering, Customer Relations, Auditing, Customer Service, Microsoft Excel, US GAAP, CPA, PowerPoint, Microsoft Word
Education
University of Central Florida 2008 — 2013
MSA, Accounting
University of Central Florida 2009 — 2012
Bachelors, Accounting; Accounting 5th Year, Senior
West Virginia University 2008 — 2009
Undergraduate, Accounting and Finance
Natalie Gibson Wilson Natalie Gibson Wilson's McGladrey Experience May 2015 - Present
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West July 2014 - April 2015
Sellers Richardson Holman & West November 2011 - June 2014
Sellers Richardson Holman & West November 2010 - October 2011
PricewaterhouseCoopers October 2009 - October 2010
Skills
Tax Research, Tax Accounting, CPA, Partnership Taxation, Income Tax, Tax Preparation, Tax, ProSystem fx Tax, Tax Returns, S Corporations, US Tax
Education
University of Alabama
Bachelor of Science (BS), Accounting
University of Alabama
Master's degree, Taxation
McGladrey May 2015 - Present
Sellers Richardson Holman & West July 2014 - April 2015
Sellers Richardson Holman & West November 2011 - June 2014
Sellers Richardson Holman & West November 2010 - October 2011
PricewaterhouseCoopers October 2009 - October 2010
Skills
Tax Research, Tax Accounting, CPA, Partnership Taxation, Income Tax, Tax Preparation, Tax, ProSystem fx Tax, Tax Returns, S Corporations, US Tax
Education
University of Alabama
Bachelor of Science (BS), Accounting
University of Alabama
Master's degree, Taxation
David Guptil (LION) David Guptil (LION)'s McGladrey Experience January 2001 - January 2002
Job Program CoordinatorHuman Resources Management at Sheridan
Industry Apparel & Fashion
Experience
Employer support of the Guard and Reserve January 2003 - Present
Sheridan January 1999 - Present
Dalhousie University January 2004 - January 2012
McGladrey January 2001 - January 2002
Skills
Microsoft Word, Microsoft Excel, Photoshop, Customer Service, Microsoft Office, PowerPoint, Outlook, English, Research, Windows, Fashion, Budgets, Retail, Merchandising, Apparel, Team Building, Textiles, Event Planning, Sales, Social Media, InDesign, Visual Merchandising, Public Relations, Negotiation, Event Management, Strategic Planning, Editing, Public Speaking, Illustrator, Teamwork, Teaching, HTML, Sewing, Fashion Design, Marketing Strategy, Marketing, Styling, Sales Management, Inventory Management, Graphic Design
Education
University of California, Berkeley 1999 — 2001
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of California, Berkeley 1997 — 1999
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Employer support of the Guard and Reserve January 2003 - Present
Sheridan January 1999 - Present
Dalhousie University January 2004 - January 2012
McGladrey January 2001 - January 2002
Skills
Microsoft Word, Microsoft Excel, Photoshop, Customer Service, Microsoft Office, PowerPoint, Outlook, English, Research, Windows, Fashion, Budgets, Retail, Merchandising, Apparel, Team Building, Textiles, Event Planning, Sales, Social Media, InDesign, Visual Merchandising, Public Relations, Negotiation, Event Management, Strategic Planning, Editing, Public Speaking, Illustrator, Teamwork, Teaching, HTML, Sewing, Fashion Design, Marketing Strategy, Marketing, Styling, Sales Management, Inventory Management, Graphic Design
Education
University of California, Berkeley 1999 — 2001
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of California, Berkeley 1997 — 1999
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Anne Robertson, CPA Anne Robertson, CPA's McGladrey Experience November 2009 - September 2011
Job Tax Associate at Nelson Brothers Mining Services
Industry Accounting
Experience
Nelson Brothers Mining Services January 2015 - Present
Sellers Richardson Holman & West November 2012 - August 2014
McGladrey November 2009 - September 2011
Sellers, Richardson January 2008 - March 2008
Yeager & Boyd, CPA May 2006 - August 2006
Skills
Tax, Accounting, Financial Statements, Tax Research, Auditing, CPA, Tax Returns, S Corporations, Journal Entries, Partnership Taxation, ProSystem fx Tax, GAAP
Education
University of Alabama 2004 — 2008
Bachelor, Commerce and Business Administration, Accounting
University of Central Florida 2008 — 2010
Masters, Accounting
Nelson Brothers Mining Services January 2015 - Present
Sellers Richardson Holman & West November 2012 - August 2014
McGladrey November 2009 - September 2011
Sellers, Richardson January 2008 - March 2008
Yeager & Boyd, CPA May 2006 - August 2006
Skills
Tax, Accounting, Financial Statements, Tax Research, Auditing, CPA, Tax Returns, S Corporations, Journal Entries, Partnership Taxation, ProSystem fx Tax, GAAP
Education
University of Alabama 2004 — 2008
Bachelor, Commerce and Business Administration, Accounting
University of Central Florida 2008 — 2010
Masters, Accounting
Blake Longley's McGladrey Experience December 2013 - Present
Job Experienced Lead Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2013 - Present
Carney & Longley LLC September 2010 - November 2013
Stapf Financial Services September 2012 - December 2012
Skills
GAAP, Accounting, Tax, General Ledger, Financial Reporting, Tax Preparation, Financial Accounting, US GAAP, Corporate Tax, Financial Statements, Income Tax, Account Reconciliation, Tax Advisory, Tax Research, Tax Returns
Education
University of Alabama 2006 — 2010
Bachelor of Science (BS), Accounting
Mount Saint Joseph 2002 — 2006
High School Diploma
McGladrey December 2013 - Present
Carney & Longley LLC September 2010 - November 2013
Stapf Financial Services September 2012 - December 2012
Skills
GAAP, Accounting, Tax, General Ledger, Financial Reporting, Tax Preparation, Financial Accounting, US GAAP, Corporate Tax, Financial Statements, Income Tax, Account Reconciliation, Tax Advisory, Tax Research, Tax Returns
Education
University of Alabama 2006 — 2010
Bachelor of Science (BS), Accounting
Mount Saint Joseph 2002 — 2006
High School Diploma
Guy Clarke, CISA & ISO 27001 Lead Auditor Guy Clarke, CISA & ISO 27001 Lead Auditor's McGladrey Experience March 2011 - December 2011
Job Director at SOAProjects, Inc
Industry Information Technology and Services
Experience
SOAProjects, Inc April 2015 - Present
SSAE 16 Professionals LLP / Elite Alliance Solutions LLC April 2013 - April 2015
Digital Intelligence Systems, Inc. January 2012 - September 2012
McGladrey March 2011 - December 2011
Sensiba San Filippo, LLP November 2007 - March 2011
Grant Thornton November 2004 - November 2007
Applied Materials 2002 - 2004
Deloitte & Touche 1998 - 2002
Skills
IT Risk and Compliance..., Revenue Recognition, GAAP, Financial Reporting, Accounting, Mergers, Venture Capital, Process Improvement, QuickBooks, Forecasting, Account Reconciliation, Management Consulting, Budgets, IT Audit, Enterprise Risk..., ISO 27001, Enterprise Software, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing
Education
University of California, Davis 1979 — 1984
Bachelor of Science (B.S.), Agricultural & Managerial Economics
Lowell High School, SF
SOAProjects, Inc April 2015 - Present
SSAE 16 Professionals LLP / Elite Alliance Solutions LLC April 2013 - April 2015
Digital Intelligence Systems, Inc. January 2012 - September 2012
McGladrey March 2011 - December 2011
Sensiba San Filippo, LLP November 2007 - March 2011
Grant Thornton November 2004 - November 2007
Applied Materials 2002 - 2004
Deloitte & Touche 1998 - 2002
Skills
IT Risk and Compliance..., Revenue Recognition, GAAP, Financial Reporting, Accounting, Mergers, Venture Capital, Process Improvement, QuickBooks, Forecasting, Account Reconciliation, Management Consulting, Budgets, IT Audit, Enterprise Risk..., ISO 27001, Enterprise Software, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing
Education
University of California, Davis 1979 — 1984
Bachelor of Science (B.S.), Agricultural & Managerial Economics
Lowell High School, SF
Kirk Imaizumi Kirk Imaizumi's McGladrey Experience June 2014 - Present
Job Lead Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2014 - Present
McGladrey, LLP September 2013 - May 2014
California Credits Group, LLC February 2010 - August 2013
California Credits Group, LLC January 2009 - January 2010
California Credits Group, LLC January 2008 - December 2008
California Credits Group, LLC September 2005 - December 2007
Japanese American National Museum June 2005 - August 2005
M80 Internet Marketing March 2005 - June 2005
Skills
Accounting, Project Management, Account Management, Data Analysis, Management, Access, PowerPoint, Fluent in Japanese, Tax Credits, Teamwork, Microsoft Word, Sales Force, Excel, Outlook, Preparing tax returns, Communication, Supervising, Presentations, CCH Intelliconnect, ProSystem fx Tax, RIA Checkpoint, Business Personal..., Caseware, Tax Workbooks
Education
UCLA 2012 — 2014
Accounting Certificate, Accounting
University of Southern California
BS in Business Administration, (Business, Cinema-Television)
McGladrey June 2014 - Present
McGladrey, LLP September 2013 - May 2014
California Credits Group, LLC February 2010 - August 2013
California Credits Group, LLC January 2009 - January 2010
California Credits Group, LLC January 2008 - December 2008
California Credits Group, LLC September 2005 - December 2007
Japanese American National Museum June 2005 - August 2005
M80 Internet Marketing March 2005 - June 2005
Skills
Accounting, Project Management, Account Management, Data Analysis, Management, Access, PowerPoint, Fluent in Japanese, Tax Credits, Teamwork, Microsoft Word, Sales Force, Excel, Outlook, Preparing tax returns, Communication, Supervising, Presentations, CCH Intelliconnect, ProSystem fx Tax, RIA Checkpoint, Business Personal..., Caseware, Tax Workbooks
Education
UCLA 2012 — 2014
Accounting Certificate, Accounting
University of Southern California
BS in Business Administration, (Business, Cinema-Television)
Aaron Borenstein, CPA Aaron Borenstein, CPA's McGladrey Experience May 2006 - Present
Job Director Transaction Advisory Services at McGladrey LLP
Industry Accounting
Experience
McGladrey May 2006 - Present
PricewaterhouseCoopers October 2003 - February 2006
Skills
Due Diligence, Financial Analysis, Accounting, US GAAP, Mergers, Cash Flow, Working Capital..., Internal Controls, M&A experience, Private Equity, Auditing, Cash Flow Forecasting, Carve-outs, Quality of Earnings and..., Strategic M&A, Sell-side, Buy-side, Purchase & Sale..., Purchase Price...
Education
University of California, Los Angeles 1999 — 2003
BA, Business-Economics, Minor in Accounting
McGladrey May 2006 - Present
PricewaterhouseCoopers October 2003 - February 2006
Skills
Due Diligence, Financial Analysis, Accounting, US GAAP, Mergers, Cash Flow, Working Capital..., Internal Controls, M&A experience, Private Equity, Auditing, Cash Flow Forecasting, Carve-outs, Quality of Earnings and..., Strategic M&A, Sell-side, Buy-side, Purchase & Sale..., Purchase Price...
Education
University of California, Los Angeles 1999 — 2003
BA, Business-Economics, Minor in Accounting
Ruth Nelson's McGladrey Experience June 2014 - August 2014
Job Treasury Accountant | CPA Candidate
Industry Accounting
Experience
McGladrey June 2014 - August 2014
General Atomics Aeronautical Systems February 2008 - September 2010
Bank of America September 2005 - February 2008
Hitachi Maxco, LTD January 2004 - February 2005
Verizon Enterprise Solutions Group April 2002 - November 2003
Maytag January 1999 - June 2001
Skills
Leadership, Management, Customer Service, PowerPoint, Accounting, Microsoft Office, Analysis, Microsoft Excel, Time Management, Teamwork, Project Planning, Budgets, Microsoft Word, Team Leadership, Financial Analysis, Finance, Process Improvement, Social Networking, Business Development, Event Planning, Research, Sales, Training, Data Analysis, Public Speaking, Organizational..., Quality Assurance, Software Documentation, Sales Management, Outlook, Forecasting, Inventory Management, QuickBooks, Risk Management, Marketing, Data Entry, Customer Satisfaction
Education
University of Central Florida 2011 — 2014
Bachelor's Degree, Accounting and Finance
McGladrey June 2014 - August 2014
General Atomics Aeronautical Systems February 2008 - September 2010
Bank of America September 2005 - February 2008
Hitachi Maxco, LTD January 2004 - February 2005
Verizon Enterprise Solutions Group April 2002 - November 2003
Maytag January 1999 - June 2001
Skills
Leadership, Management, Customer Service, PowerPoint, Accounting, Microsoft Office, Analysis, Microsoft Excel, Time Management, Teamwork, Project Planning, Budgets, Microsoft Word, Team Leadership, Financial Analysis, Finance, Process Improvement, Social Networking, Business Development, Event Planning, Research, Sales, Training, Data Analysis, Public Speaking, Organizational..., Quality Assurance, Software Documentation, Sales Management, Outlook, Forecasting, Inventory Management, QuickBooks, Risk Management, Marketing, Data Entry, Customer Satisfaction
Education
University of Central Florida 2011 — 2014
Bachelor's Degree, Accounting and Finance
Margaret Franetovich Margaret Franetovich's McGladrey Experience October 2013 - Present
Job Tax Supervisor at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
Plack Group, LLC September 2001 - October 2013
Education
University of Mississippi
Bachelor of Accounting
University of Mississippi
Masters of Accounting
University of Baltimore
Masters of Taxation
McGladrey October 2013 - Present
Plack Group, LLC September 2001 - October 2013
Education
University of Mississippi
Bachelor of Accounting
University of Mississippi
Masters of Accounting
University of Baltimore
Masters of Taxation
Michael Grossman's McGladrey Experience 2004 - Present
Job Transaction Advisory Services (M&A) professional focused in the Consumer Products Industry
Industry Accounting
Experience
McGladrey 2004 - Present
PricewaterhouseCoopers 1999 - 2004
Sony Pictures Entertainment 1997 - 1999
Skills
Private Equity, Corporate Finance, Strategy, Finance, Divestitures, M&A experience, Acquisitions, Transaction Advisory..., Transaction Processing, Cash Flow Forecasting, Leadership, Strategic Planning, Operational Due..., Real Estate Transactions, Fundamental Analysis, Middle Market, Financial Reporting, Accounting, Internal Controls, Auditing
Education
University of California, Los Angeles 1996 — 2000
Woodbridge 1992 — 1996
Business Economics & Accounting
McGladrey 2004 - Present
PricewaterhouseCoopers 1999 - 2004
Sony Pictures Entertainment 1997 - 1999
Skills
Private Equity, Corporate Finance, Strategy, Finance, Divestitures, M&A experience, Acquisitions, Transaction Advisory..., Transaction Processing, Cash Flow Forecasting, Leadership, Strategic Planning, Operational Due..., Real Estate Transactions, Fundamental Analysis, Middle Market, Financial Reporting, Accounting, Internal Controls, Auditing
Education
University of California, Los Angeles 1996 — 2000
Woodbridge 1992 — 1996
Business Economics & Accounting
Chris Rivera's McGladrey Experience 2013 - Present
Job Plan and manage audits of financial statements focusing on consumer and industrial products
Industry Accounting
Experience
McGladrey 2013 - Present
McGladrey 2009 - 2013
Skills
Auditing, US GAAP, Management, Financial Statements, Internal Controls, GAAP, Financial Audits, SEC filings, Assurance, CPA, Financial Reporting, SEC Filings, Accounting
Education
University of California, Los Angeles
McGladrey 2013 - Present
McGladrey 2009 - 2013
Skills
Auditing, US GAAP, Management, Financial Statements, Internal Controls, GAAP, Financial Audits, SEC filings, Assurance, CPA, Financial Reporting, SEC Filings, Accounting
Education
University of California, Los Angeles
Mary Loera's McGladrey Experience January 2015 - Present
Job TAS Manager at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
Deloitte & Touche September 2013 - December 2014
Deloitte & Touche August 2008 - August 2013
University Health Services for UC Berkeley May 2008 - September 2008
Skills
Big 4, External Audit, US GAAP, SEC filings, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Assurance, Auditing, CPA, Consolidation, Financial Accounting, Financial Reporting, Revenue Recognition, Sarbanes-Oxley, SOX 404, Financial Modeling, Corporate Finance, Valuation
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (BA), Economics
McGladrey January 2015 - Present
Deloitte & Touche September 2013 - December 2014
Deloitte & Touche August 2008 - August 2013
University Health Services for UC Berkeley May 2008 - September 2008
Skills
Big 4, External Audit, US GAAP, SEC filings, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Assurance, Auditing, CPA, Consolidation, Financial Accounting, Financial Reporting, Revenue Recognition, Sarbanes-Oxley, SOX 404, Financial Modeling, Corporate Finance, Valuation
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (BA), Economics
David Cho's McGladrey Experience September 2003 - Present
Job Director at McGladrey
Industry Accounting
Experience
McGladrey September 2003 - Present
RSM McGladrey, Inc. 2007 - 2010
Skills
US GAAP, Auditing, Financial Analysis, Internal Controls, Due Diligence, Tax, Cash Flow Forecasting, Mergers, Private Equity, Financial Modeling, Working Capital..., GAAP, Finance
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Science (BS), Business Economics
McGladrey September 2003 - Present
RSM McGladrey, Inc. 2007 - 2010
Skills
US GAAP, Auditing, Financial Analysis, Internal Controls, Due Diligence, Tax, Cash Flow Forecasting, Mergers, Private Equity, Financial Modeling, Working Capital..., GAAP, Finance
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Science (BS), Business Economics
Michael J. Anderson's McGladrey Experience July 2013 - Present
Job Partner, McGladrey
Industry Accounting
Experience
McGladrey July 2013 - Present
Moore Colson January 2003 - May 2013
Ernst & Young January 1990 - December 2002
Skills
Internal Controls, Corporate Tax, CPA, Auditing, Sarbanes-Oxley Act, GAAP, Accounting, Tax, Income Tax, College Recruiting, Mergers & Acquisitions, Financial Accounting, US GAAP, Due Diligence
Education
University of Alabama 1985 — 1989
Bachelor of Science (B.S.), Accounting
McGladrey July 2013 - Present
Moore Colson January 2003 - May 2013
Ernst & Young January 1990 - December 2002
Skills
Internal Controls, Corporate Tax, CPA, Auditing, Sarbanes-Oxley Act, GAAP, Accounting, Tax, Income Tax, College Recruiting, Mergers & Acquisitions, Financial Accounting, US GAAP, Due Diligence
Education
University of Alabama 1985 — 1989
Bachelor of Science (B.S.), Accounting
Peter C Zanger's McGladrey Experience January 2007 - Present
Job Assurance and Transaction services at McGladrey
Industry Accounting
Experience
McGladrey January 2007 - Present
Creative Financial Staffing (CFS) June 2006 - January 2007
Carmax Auto Superstores, Inc. March 2004 - June 2006
Skills
Insurance, Due Diligence, Auditing, CPA, Private Equity, Finance, Business Strategy, Internal Controls, Financial Reporting, Financial Analysis, Assurance, Business Development, Portfolio Management
Education
Loyola University Maryland
MBA Candidate, Finance
University of Baltimore
BSBA, Finance & Accounting
River Hill High School
McGladrey January 2007 - Present
Creative Financial Staffing (CFS) June 2006 - January 2007
Carmax Auto Superstores, Inc. March 2004 - June 2006
Skills
Insurance, Due Diligence, Auditing, CPA, Private Equity, Finance, Business Strategy, Internal Controls, Financial Reporting, Financial Analysis, Assurance, Business Development, Portfolio Management
Education
Loyola University Maryland
MBA Candidate, Finance
University of Baltimore
BSBA, Finance & Accounting
River Hill High School
Kaila Joiner's McGladrey Experience September 2014 - Present
Job Senior AssociateRisk Advisory Services
Industry Accounting
Experience
McGladrey September 2014 - Present
Extended Stay America March 2014 - September 2014
Protective Life August 2010 - February 2014
Skills
Sarbanes-Oxley Act, Auditing, Business Process, Internal Audit
Education
University of Alabama at Birmingham 2008 — 2010
Bachelor's degree, Accounting
McGladrey September 2014 - Present
Extended Stay America March 2014 - September 2014
Protective Life August 2010 - February 2014
Skills
Sarbanes-Oxley Act, Auditing, Business Process, Internal Audit
Education
University of Alabama at Birmingham 2008 — 2010
Bachelor's degree, Accounting
Rita Chung's McGladrey Experience July 2012 - Present
Job Transfer Pricing Specialist
Industry Accounting
Experience
McGladrey July 2012 - Present
Grant Thornton January 2008 - August 2010
GE Capital March 2006 - December 2007
Amgen September 2001 - December 2002
Arthur Andersen & Co. August 2000 - August 2001
PricewaterhouseCoopers January 1993 - July 2000
Skills
Transfer Pricing, International Tax, Corporate Tax, Due Diligence, CPA, Tax Accounting, Tax, Business Valuation, Tax Law, Tax Advisory, Income Tax, Sarbanes-Oxley Act, Restructuring
Education
University of California, San Diego
Bachelors degree, Quantitative Economics
University of Southern California
Master's degree
McGladrey July 2012 - Present
Grant Thornton January 2008 - August 2010
GE Capital March 2006 - December 2007
Amgen September 2001 - December 2002
Arthur Andersen & Co. August 2000 - August 2001
PricewaterhouseCoopers January 1993 - July 2000
Skills
Transfer Pricing, International Tax, Corporate Tax, Due Diligence, CPA, Tax Accounting, Tax, Business Valuation, Tax Law, Tax Advisory, Income Tax, Sarbanes-Oxley Act, Restructuring
Education
University of California, San Diego
Bachelors degree, Quantitative Economics
University of Southern California
Master's degree
Cheyenne Lawrence, PMP's McGladrey Experience July 2013 - October 2013
Job Business Systems Analyst III at Protective Life
Industry Information Technology and Services
Experience
Protective Life August 2014 - Present
Vista Technical Services October 2013 - August 2014
McGladrey July 2013 - October 2013
Vista International Operations March 2010 - July 2013
Marco Group International January 2004 - February 2010
Marco Group International January 2002 - December 2003
Marco Group International June 1998 - December 2001
Skills
SharePoint, Illustrator, SQL, HTML, InfoPath, CSS, Databases, JavaScript, Microsoft Office, Project Management, Photoshop, Windows 7, XML, Microsoft Office..., Management, Analysis, Web Design, Access, Windows, Visio, SharePoint Designer, Microsoft SQL Server, Windows Server, Active Directory, Requirements Analysis, Requirements Gathering, Oracle, jQuery, Technical Support, Programming, Operating Systems, Database Administration, Web Applications, Business Analysis, Software Testing Life..., Software Quality..., Computer Systems..., Software Requirements, User Manual Development, System Administration, Business Intelligence, Integration
Education
Western Illinois University 2004 — 2006
MBA, Management
University of Alabama 1997 — 2001
BS, Marketing
Protective Life August 2014 - Present
Vista Technical Services October 2013 - August 2014
McGladrey July 2013 - October 2013
Vista International Operations March 2010 - July 2013
Marco Group International January 2004 - February 2010
Marco Group International January 2002 - December 2003
Marco Group International June 1998 - December 2001
Skills
SharePoint, Illustrator, SQL, HTML, InfoPath, CSS, Databases, JavaScript, Microsoft Office, Project Management, Photoshop, Windows 7, XML, Microsoft Office..., Management, Analysis, Web Design, Access, Windows, Visio, SharePoint Designer, Microsoft SQL Server, Windows Server, Active Directory, Requirements Analysis, Requirements Gathering, Oracle, jQuery, Technical Support, Programming, Operating Systems, Database Administration, Web Applications, Business Analysis, Software Testing Life..., Software Quality..., Computer Systems..., Software Requirements, User Manual Development, System Administration, Business Intelligence, Integration
Education
Western Illinois University 2004 — 2006
MBA, Management
University of Alabama 1997 — 2001
BS, Marketing
Ie-Chen Cheng's McGladrey Experience 1995 - 2005
Job Chief Financial Officer at Boulder Dam Credit Union
Industry Banking
Experience
Boulder Dam Credit Union 2011 - Present
Technology Credit Union August 2005 - 2011
McGladrey 1995 - 2005
Skills
Banking, Financial Services, Accounting, Financial Analysis, Auditing, Financial Reporting, Risk Management, Mergers, Executive Management, Microsoft Excel, Cash Management, Budgets, Loans, Process Improvement, Finance, Credit, Internal Audit, Strategic Financial..., Financial Risk, Financial Modeling
Education
Stanford
UC Berkeley
Bachelor of Arts (BA), Applied Mathematics, Statistics and minor in Business Administration
Boulder Dam Credit Union 2011 - Present
Technology Credit Union August 2005 - 2011
McGladrey 1995 - 2005
Skills
Banking, Financial Services, Accounting, Financial Analysis, Auditing, Financial Reporting, Risk Management, Mergers, Executive Management, Microsoft Excel, Cash Management, Budgets, Loans, Process Improvement, Finance, Credit, Internal Audit, Strategic Financial..., Financial Risk, Financial Modeling
Education
Stanford
UC Berkeley
Bachelor of Arts (BA), Applied Mathematics, Statistics and minor in Business Administration
Asya Saad, CPA's McGladrey Experience 2014 - Present
Job Assurance Senior Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey 2014 - Present
KBKG February 2013 - February 2014
Gaytan & Leevan, LLP March 2007 - February 2013
Skills
Tax Preparation, QuickBooks, Auditing, Finance, Accounting, Income Tax, General Ledger, Tax Returns, Financial Reporting, New Business Development, CPA, Tax, Financial Accounting, Microsoft Excel, Internal Controls
Education
University of California, Los Angeles 2004 — 2007
Accounting, Accounting
McGladrey 2014 - Present
KBKG February 2013 - February 2014
Gaytan & Leevan, LLP March 2007 - February 2013
Skills
Tax Preparation, QuickBooks, Auditing, Finance, Accounting, Income Tax, General Ledger, Tax Returns, Financial Reporting, New Business Development, CPA, Tax, Financial Accounting, Microsoft Excel, Internal Controls
Education
University of California, Los Angeles 2004 — 2007
Accounting, Accounting
Justin Chaitin's McGladrey Experience December 2013 - Present
Job Director of Business Development at McGladrey
Industry Financial Services
Experience
McGladrey December 2013 - Present
Signature Analytics July 2013 - December 2013
Radiant Technologies March 2012 - April 2013
Pacific Data Vision September 2007 - March 2012
Inventory Xpress Inc (DBA - Xpress Checklist) January 2005 - August 2007
IPN - The Tequila Specialist December 2002 - January 2005
Vividminds (Pro-Motion CD Business Cards) February 2001 - December 2002
Skills
M2M, Solution Selling, SaaS, Direct Sales, Start-ups, Wireless, Telecommunications, Strategic Partnerships, Executive Management, Management, New Business Development, Vendor Management, Business Strategy, Team Building, Strategic Planning, Contract Negotiation, Product Development, Sales Process, Selling, Sales, Lead Generation, Leadership, Sales Management, Forecasting, Sales Operations, Professional Services, Product Marketing, Business Development, Salesforce.com, Product Management, B2B, Account Management, Strategy, Outsourcing, Analytics, Cross-functional Team..., Mobile Devices
Education
University of California, Berkeley 1990 — 1994
Bachelor of Arts (BA), US Cultural History
University of St. Louis in Madrid 1993 — 1993
Study Abroad, Spanish & Art History
McGladrey December 2013 - Present
Signature Analytics July 2013 - December 2013
Radiant Technologies March 2012 - April 2013
Pacific Data Vision September 2007 - March 2012
Inventory Xpress Inc (DBA - Xpress Checklist) January 2005 - August 2007
IPN - The Tequila Specialist December 2002 - January 2005
Vividminds (Pro-Motion CD Business Cards) February 2001 - December 2002
Skills
M2M, Solution Selling, SaaS, Direct Sales, Start-ups, Wireless, Telecommunications, Strategic Partnerships, Executive Management, Management, New Business Development, Vendor Management, Business Strategy, Team Building, Strategic Planning, Contract Negotiation, Product Development, Sales Process, Selling, Sales, Lead Generation, Leadership, Sales Management, Forecasting, Sales Operations, Professional Services, Product Marketing, Business Development, Salesforce.com, Product Management, B2B, Account Management, Strategy, Outsourcing, Analytics, Cross-functional Team..., Mobile Devices
Education
University of California, Berkeley 1990 — 1994
Bachelor of Arts (BA), US Cultural History
University of St. Louis in Madrid 1993 — 1993
Study Abroad, Spanish & Art History
Diane de la Cruz's McGladrey Experience June 2010 - Present
Job Strategic Project Manager at McGladrey
Industry Accounting
Experience
McGladrey June 2010 - Present
Ernst & Young May 2006 - June 2010
Education
University of California, Irvine 2003 — 2007
McGladrey June 2010 - Present
Ernst & Young May 2006 - June 2010
Education
University of California, Irvine 2003 — 2007
Chase Vicary's McGladrey Experience April 2013 - January 2014
Job Internal Audit at Sears Holdings Corporation
Industry Investment Management
Experience
Sears Holdings Corporation August 2014 - Present
McGladrey April 2013 - January 2014
Arvest Bank May 2011 - April 2013
Hankins & Company May 2010 - April 2011
Northwest Arkansas Naturals May 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Internal Audit, Banking, Loan Review, Accounting, Sales, Financial Reporting
Education
University of Arkansas 2006 — 2010
Bachelors, Financial Management/Investments
Sears Holdings Corporation August 2014 - Present
McGladrey April 2013 - January 2014
Arvest Bank May 2011 - April 2013
Hankins & Company May 2010 - April 2011
Northwest Arkansas Naturals May 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Internal Audit, Banking, Loan Review, Accounting, Sales, Financial Reporting
Education
University of Arkansas 2006 — 2010
Bachelors, Financial Management/Investments
Anna Nemirovsky's McGladrey Experience September 2010 - November 2012
Job Accounting Manager at Bray and Scarff
Industry Accounting
Experience
Bray and Scarff August 2013 - Present
Self Employed Accountant November 2012 - August 2013
McGladrey September 2010 - November 2012
Berman Goldman and Ribakow November 2007 - May 2010
Reznick Group May 2001 - October 2007
Skills
ProSystem fx Tax, Tax Research, Tax Preparation, Tax Accounting, Tax, Partnership Taxation, Corporate Tax, Bookkeeping, Financial Analysis, Tax Returns, Accounting, GAAP, QuickBooks, Bank Reconciliation, Variance Analysis
Education
University of Baltimore 1998 — 2000
BS, Accounting
Bray and Scarff August 2013 - Present
Self Employed Accountant November 2012 - August 2013
McGladrey September 2010 - November 2012
Berman Goldman and Ribakow November 2007 - May 2010
Reznick Group May 2001 - October 2007
Skills
ProSystem fx Tax, Tax Research, Tax Preparation, Tax Accounting, Tax, Partnership Taxation, Corporate Tax, Bookkeeping, Financial Analysis, Tax Returns, Accounting, GAAP, QuickBooks, Bank Reconciliation, Variance Analysis
Education
University of Baltimore 1998 — 2000
BS, Accounting
Jim Watson CPA CCIFP's McGladrey Experience Tax PartnerSellers RichardsonAugust 1991 - April 2015
Job Partner McGladrey
Industry Accounting
Experience
McGladrey Tax PartnerSellers RichardsonAugust 1991 - April 2015
Deloitte 1981 - 1991
KPMG January 1980 - August 1981
Skills
CPA, State Tax, Income Tax, Tax Research, Corporate Tax, Tax Preparation, S Corporations, Tax Law, Auditing, GAAP, Tax Accounting, Accounting, Internal Controls, Financial Accounting, Tax, QuickBooks, Financial Analysis, Financial Reporting, Estate Planning, Real Estate, Partnership Taxation, Strategic Financial...
Education
University of Alabama 1975 — 1979
Bachelor of Science (BS), Accounting
University of Alabama
McGladrey Tax PartnerSellers RichardsonAugust 1991 - April 2015
Deloitte 1981 - 1991
KPMG January 1980 - August 1981
Skills
CPA, State Tax, Income Tax, Tax Research, Corporate Tax, Tax Preparation, S Corporations, Tax Law, Auditing, GAAP, Tax Accounting, Accounting, Internal Controls, Financial Accounting, Tax, QuickBooks, Financial Analysis, Financial Reporting, Estate Planning, Real Estate, Partnership Taxation, Strategic Financial...
Education
University of Alabama 1975 — 1979
Bachelor of Science (BS), Accounting
University of Alabama
Lisa Lemoine's McGladrey Experience 1982 - 1996
Job Senior Office Assistant at Western Municipal Water District
Industry Higher Education
Experience
Western Municipal Water District July 2014 - Present
University of California, Riverside July 2013 - July 2014
Albert A. Webb Associates August 2001 - August 2012
GlobalCare 1998 - 2001
MuniFinancial October 1996 - November 1998
McGladrey 1982 - 1996
Skills
Environmental Awareness, NEPA, Environmental Planning, Environmental Consulting, Land Use Planning, Civil Engineering, Construction, AutoCAD, Stormwater Management, Water, GIS, ArcGIS, Proposal Writing, Environmental Permitting, Environmental Policy, Environmental Impact..., Water Quality, Microsoft Excel
Education
University of California, Riverside 2011 — 2012
Environmental Science
Western Municipal Water District July 2014 - Present
University of California, Riverside July 2013 - July 2014
Albert A. Webb Associates August 2001 - August 2012
GlobalCare 1998 - 2001
MuniFinancial October 1996 - November 1998
McGladrey 1982 - 1996
Skills
Environmental Awareness, NEPA, Environmental Planning, Environmental Consulting, Land Use Planning, Civil Engineering, Construction, AutoCAD, Stormwater Management, Water, GIS, ArcGIS, Proposal Writing, Environmental Permitting, Environmental Policy, Environmental Impact..., Water Quality, Microsoft Excel
Education
University of California, Riverside 2011 — 2012
Environmental Science
Harold Katz's McGladrey Experience 2002 - 2007
Job CPA at David Malin & Company, Ltd.
Industry Accounting
Experience
David Malin & Company, Ltd. 2011 - Present
Independent Consultant 2009 - 2011
LIM, LP 2007 - 2009
McGladrey 2002 - 2007
Deerfield Capital Management 2000 - 2002
Altschuler, Melvoin & Glasser LLP 1993 - 2000
EY 1990 - 1993
Skills
Accounting, Auditing, Financial Reporting, Financial Services, Not for Profit, Tax, Due Diligence
Education
University of Cape Town 1989 — 1990
Post Graduate Diploma in Accountancy, Accountancy
University of Cape Town 1985 — 1988
Bachelot of Business Science, honors, Accounting and Finance
David Malin & Company, Ltd. 2011 - Present
Independent Consultant 2009 - 2011
LIM, LP 2007 - 2009
McGladrey 2002 - 2007
Deerfield Capital Management 2000 - 2002
Altschuler, Melvoin & Glasser LLP 1993 - 2000
EY 1990 - 1993
Skills
Accounting, Auditing, Financial Reporting, Financial Services, Not for Profit, Tax, Due Diligence
Education
University of Cape Town 1989 — 1990
Post Graduate Diploma in Accountancy, Accountancy
University of Cape Town 1985 — 1988
Bachelot of Business Science, honors, Accounting and Finance
Jennifer Hang's McGladrey Experience October 2012 - Present
Job Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2012 - Present
McGladrey September 2006 - October 2012
Skills
Assurance, Auditing, SEC filings, GAAP, US GAAP, Revenue Recognition, Internal Controls, Financial Reporting, External Audit, CPA, Financial Accounting
Education
University of California, Riverside
Bachelor of Science (BS), Business Administration and Management, General
castelar
McGladrey October 2012 - Present
McGladrey September 2006 - October 2012
Skills
Assurance, Auditing, SEC filings, GAAP, US GAAP, Revenue Recognition, Internal Controls, Financial Reporting, External Audit, CPA, Financial Accounting
Education
University of California, Riverside
Bachelor of Science (BS), Business Administration and Management, General
castelar
Chuck Sellers's McGladrey Experience May 2015 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers, Richardson, Holman & West, LLP August 1991 - May 2015
Deloitte July 1977 - August 1991
Skills
CPA, GAAP, Tax Research, Tax Accounting, Partnership Taxation, Income Tax, Corporate Tax, Tax Preparation
Education
University of Alabama 1969 — 1973
B.S., Accounting
McGladrey May 2015 - Present
Sellers, Richardson, Holman & West, LLP August 1991 - May 2015
Deloitte July 1977 - August 1991
Skills
CPA, GAAP, Tax Research, Tax Accounting, Partnership Taxation, Income Tax, Corporate Tax, Tax Preparation
Education
University of Alabama 1969 — 1973
B.S., Accounting
Shaun van Onselen's McGladrey Experience June 2014 - Present
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey June 2014 - Present
Skills
IFRS, Auditing, Accounting, Audit, Financial Reporting, External Audit, Assurance, Consolidation, Internal Controls, GAAP, US GAAP, Financial Statements, Financial Risk
Education
University of Cape Town 2004 — 2005
Post Graduate Diploma, Accounting
University of Cape Town 2000 — 2003
Bachelor of Commerce, Accounting
McGladrey June 2014 - Present
Skills
IFRS, Auditing, Accounting, Audit, Financial Reporting, External Audit, Assurance, Consolidation, Internal Controls, GAAP, US GAAP, Financial Statements, Financial Risk
Education
University of Cape Town 2004 — 2005
Post Graduate Diploma, Accounting
University of Cape Town 2000 — 2003
Bachelor of Commerce, Accounting
Mark Longiaru, CPA's McGladrey Experience November 2011 - June 2013
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2014 - Present
PwC December 2013 - June 2014
Union Bank October 2013 - November 2013
Northgate Capital July 2013 - September 2013
McGladrey November 2011 - June 2013
Senate Committee on Banking, Housing, and Urban Affairs September 2010 - December 2010
California's 23rd Congressional District Office, Santa Barbara January 2010 - June 2010
Skills
External Audit, Accounting, Financial Accounting, Microsoft Office, CPA, GAAP, US GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Microsoft Excel, SEC filings, Assurance, Cash Management
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with Accounting and Political Science
La Costa Canyon High School 2002 — 2006
PwC July 2015 - Present
PwC July 2014 - Present
PwC December 2013 - June 2014
Union Bank October 2013 - November 2013
Northgate Capital July 2013 - September 2013
McGladrey November 2011 - June 2013
Senate Committee on Banking, Housing, and Urban Affairs September 2010 - December 2010
California's 23rd Congressional District Office, Santa Barbara January 2010 - June 2010
Skills
External Audit, Accounting, Financial Accounting, Microsoft Office, CPA, GAAP, US GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Microsoft Excel, SEC filings, Assurance, Cash Management
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with Accounting and Political Science
La Costa Canyon High School 2002 — 2006
Kenny Crow III's McGladrey Experience May 2015 - Present
Job Audit Supervisor at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West November 2011 - April 2015
The University of Alabama System August 2010 - July 2011
Crow, Shields & Bailey, PC May 2010 - August 2010
Skills
CPA, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Access, Adobe Acrobat, Creative Solutions, Web Design, Accounting, Internal Controls, Financial Reporting
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2011
Master, Accountancy, GPA: 3.9/4.0
University of Alabama 2006 — 2010
Bachelor of Science, Accounting, Cumulative GPA: 3.3/4.0; Major GPA: 3.3/4.0
McGill Toolen Catholic High School 2002 — 2006
McGladrey May 2015 - Present
Sellers Richardson Holman & West November 2011 - April 2015
The University of Alabama System August 2010 - July 2011
Crow, Shields & Bailey, PC May 2010 - August 2010
Skills
CPA, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Access, Adobe Acrobat, Creative Solutions, Web Design, Accounting, Internal Controls, Financial Reporting
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2011
Master, Accountancy, GPA: 3.9/4.0
University of Alabama 2006 — 2010
Bachelor of Science, Accounting, Cumulative GPA: 3.3/4.0; Major GPA: 3.3/4.0
McGill Toolen Catholic High School 2002 — 2006
Hrant Manuelian's McGladrey Experience April 2014 - Present
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey April 2014 - Present
Liberty Tax Service October 2011 - Present
Pun & McGeady LLP June 2013 - April 2014
Volt Telecom Group June 2006 - October 2011
Macias Gini June 2005 - June 2006
Skills
Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Cost Accounting, Sarbanes-Oxley Act, Budgets, General Ledger, Internal Controls, Accounts Receivable, GAAP, Tax Preparation, Process Improvement, Financial Accounting, Auditing, Managerial Finance, Financial Analysis
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 1999
Business Administration, Accounting
McGladrey April 2014 - Present
Liberty Tax Service October 2011 - Present
Pun & McGeady LLP June 2013 - April 2014
Volt Telecom Group June 2006 - October 2011
Macias Gini June 2005 - June 2006
Skills
Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Cost Accounting, Sarbanes-Oxley Act, Budgets, General Ledger, Internal Controls, Accounts Receivable, GAAP, Tax Preparation, Process Improvement, Financial Accounting, Auditing, Managerial Finance, Financial Analysis
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 1999
Business Administration, Accounting
Trista Hencken, CPA's McGladrey Experience August 2003 - October 2007
Job
Industry Accounting
Experience
SAGE Publications December 2009 - Present
VCA Antech December 2008 - November 2009
BDO USA, LLP October 2007 - December 2008
McGladrey August 2003 - October 2007
Education
University of California 1999 — 2003
Bachelor of Arts, Business Economics
SAGE Publications December 2009 - Present
VCA Antech December 2008 - November 2009
BDO USA, LLP October 2007 - December 2008
McGladrey August 2003 - October 2007
Education
University of California 1999 — 2003
Bachelor of Arts, Business Economics
David Zavatti's McGladrey Experience May 2006 - Present
Job Compliance Consultant (Credit Union), Supervisor at McGladrey
Industry
Experience
McGladrey May 2006 - Present
Trimmier Law Firm July 2002 - May 2006
SnoCope Federal Credit Union March 2000 - June 2002
Trimmier Law Firm January 1998 - February 2000
Boeing Employees Credit Union January 1994 - December 1997
US Navy January 1989 - August 1992
Education
University of Alabama 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Washington 1996 — 1997
Certification Program, Paralegal
University of Washington 1992 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
McGladrey May 2006 - Present
Trimmier Law Firm July 2002 - May 2006
SnoCope Federal Credit Union March 2000 - June 2002
Trimmier Law Firm January 1998 - February 2000
Boeing Employees Credit Union January 1994 - December 1997
US Navy January 1989 - August 1992
Education
University of Alabama 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Washington 1996 — 1997
Certification Program, Paralegal
University of Washington 1992 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
Eric Lamarre's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
Yard House Restaurant September 2010 - September 2014
Stone Brewing Co. July 2013 - February 2014
Steve R. Peterson, CPA January 2013 - April 2013
Starbucks Coffee 2005 - 2010
Skills
Training, Interviews, Financial Reporting, Accounting, Hiring, Retail, Management
Education
University of California, San Diego Extension 2011 — 2012
Professional Certificate, Accounting
University of California, San Diego 2004 — 2007
BA, Economics
McGladrey November 2014 - Present
Yard House Restaurant September 2010 - September 2014
Stone Brewing Co. July 2013 - February 2014
Steve R. Peterson, CPA January 2013 - April 2013
Starbucks Coffee 2005 - 2010
Skills
Training, Interviews, Financial Reporting, Accounting, Hiring, Retail, Management
Education
University of California, San Diego Extension 2011 — 2012
Professional Certificate, Accounting
University of California, San Diego 2004 — 2007
BA, Economics
Bonnie Hatami, CPA's McGladrey Experience 2004 - 2008
Job Senior Tax Accountant II at Johns Hopkins Health System, Inc.
Industry Accounting
Experience
Johns Hopkins Health System, Inc. November 2008 - Present
McGladrey 2004 - 2008
Skills
Tax, Tax Returns, Preparation, S Corporations, Corporate Tax, Income Tax, Property Tax, Tax Research, Estimates, Partnership Taxation, CPA, GAAP, Tax Accounting
Education
University of Baltimore 2002 — 2004
B.S., Accounting
Johns Hopkins Health System, Inc. November 2008 - Present
McGladrey 2004 - 2008
Skills
Tax, Tax Returns, Preparation, S Corporations, Corporate Tax, Income Tax, Property Tax, Tax Research, Estimates, Partnership Taxation, CPA, GAAP, Tax Accounting
Education
University of Baltimore 2002 — 2004
B.S., Accounting
Wade Painter's McGladrey Experience July 2001 - January 2009
Job President/CEO at San Mateo Credit Union
Industry Banking
Experience
San Mateo Credit Union May 2015 - Present
Redwood Credit Union January 2009 - Present
RSM McGladrey July 2001 - January 2009
McGladrey July 2001 - January 2009
Skills
Auditing, Banking, Corporate Governance, Credit, Finance, Financial Analysis, Financial Institutions, Financial Reporting, Financial Risk, Leadership, Loans, Mortgage Lending, Process Improvement, Project Management, Risk Management, Strategic Planning, Team Building, Vendor Management
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
San Mateo Credit Union May 2015 - Present
Redwood Credit Union January 2009 - Present
RSM McGladrey July 2001 - January 2009
McGladrey July 2001 - January 2009
Skills
Auditing, Banking, Corporate Governance, Credit, Finance, Financial Analysis, Financial Institutions, Financial Reporting, Financial Risk, Leadership, Loans, Mortgage Lending, Process Improvement, Project Management, Risk Management, Strategic Planning, Team Building, Vendor Management
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
Tony Ceci's McGladrey Experience April 2001 - Present
Job Office Managing Partner Connecticut, McGladrey
Industry Accounting
Experience
McGladrey April 2001 - Present
Messina, Ceci, Archer & Company, P.C. 1985 - 2001
Skills
Financial Reporting, Accounting, Tax, Internal Controls, SEC filings, Auditing, CPA, Enterprise Risk..., Mergers & Acquisitions, Sarbanes-Oxley Act, GAAP, US GAAP, Income Tax, International Tax, Tax Research, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting
Education
University of Bridgeport
Bachelor of Science, Accounting
McGladrey April 2001 - Present
Messina, Ceci, Archer & Company, P.C. 1985 - 2001
Skills
Financial Reporting, Accounting, Tax, Internal Controls, SEC filings, Auditing, CPA, Enterprise Risk..., Mergers & Acquisitions, Sarbanes-Oxley Act, GAAP, US GAAP, Income Tax, International Tax, Tax Research, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting
Education
University of Bridgeport
Bachelor of Science, Accounting
Jacob Chen's McGladrey Experience January 2013 - July 2014
Job Tax Senior at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
McGladrey January 2013 - July 2014
PricewaterhouseCoopers July 2006 - August 2010
Skills
Corporate Tax, Tax, Income Tax, Big 4, Tax Returns, Tax Research, Tax Preparation, Partnership Taxation, CPA, Financial Reporting, SEC filings
Education
University of California, Los Angeles 2004 — 2006
BA, Business Economics
KPMG US July 2014 - Present
McGladrey January 2013 - July 2014
PricewaterhouseCoopers July 2006 - August 2010
Skills
Corporate Tax, Tax, Income Tax, Big 4, Tax Returns, Tax Research, Tax Preparation, Partnership Taxation, CPA, Financial Reporting, SEC filings
Education
University of California, Los Angeles 2004 — 2006
BA, Business Economics
Nimish Patel's McGladrey Experience August 2011 - Present
Job Consulting Associate at McGladrey
Industry Banking
Experience
Apria Healthcare 2014 - Present
McGladrey August 2011 - Present
FMV Opinions, Inc. January 2011 - August 2011
KPMG Peat Marwick October 2009 - May 2010
Skills
Valuation, Audit, Business Valuation, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Auditing, Cash Flow, Hedge Funds, Investment Banking, Financial Accounting, Finance, Due Diligence, Mergers, CPA, Restructuring, GAAP, Financial Reporting, Management, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelors, Business Economics
Van Nuys High School
Apria Healthcare 2014 - Present
McGladrey August 2011 - Present
FMV Opinions, Inc. January 2011 - August 2011
KPMG Peat Marwick October 2009 - May 2010
Skills
Valuation, Audit, Business Valuation, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Auditing, Cash Flow, Hedge Funds, Investment Banking, Financial Accounting, Finance, Due Diligence, Mergers, CPA, Restructuring, GAAP, Financial Reporting, Management, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelors, Business Economics
Van Nuys High School
Marko Ristić's McGladrey Experience November 2010 - December 2011
Job Assurance at PwC
Industry Financial Services
Experience
PwC December 2011 - Present
McGladrey November 2010 - December 2011
Gilead Sciences May 2009 - August 2009
Skills
Data Analysis, Serbo-Cro, Journalism, Problem Solving, Team Building, US GAAP, Mutual Funds, Hedge Funds, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
PwC December 2011 - Present
McGladrey November 2010 - December 2011
Gilead Sciences May 2009 - August 2009
Skills
Data Analysis, Serbo-Cro, Journalism, Problem Solving, Team Building, US GAAP, Mutual Funds, Hedge Funds, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
Earl Acquaviva, JD, CPA, MBA's McGladrey Experience August 2013 - October 2013
Job Principal Wealth Strategist at Knollwood Investment Advisory
Industry Investment Management
Experience
Knollwood Investment Advisory October 2013 - Present
McGladrey August 2013 - October 2013
McGladrey October 2012 - July 2013
McGladrey November 2010 - October 2012
Jensen, Hassani & Focas, P.A. February 2009 - November 2010
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. February 2009 - July 2009
Skills
Tax Law, Trusts, Estate Planning, Estate Administration, Tax, Litigation, Estate Tax Planning, Gift Tax, LLC, Financial Reporting, QuickBooks, Legal Research, Wills, Risk Management, Strategic Financial..., Asset Protection, Powers of Attorney, Microsoft Office, Tax Research, Partnership Taxation, S Corporations, Tax Preparation, Tax Accounting, Corporate Tax, FAS109, Income Tax, Estate Law, International Tax, Tax Advisory, ProSystem fx Tax, CPA, Management, High Net Worth..., Wealth, Financial Analysis, Accounting, Legal Writing, Microsoft Excel
Education
University of Baltimore School of Law 2006 — 2009
JD, Tax Law/Taxation
University of Baltimore 2006 — 2009
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor's of Science, Accounting and Finance
Knollwood Investment Advisory October 2013 - Present
McGladrey August 2013 - October 2013
McGladrey October 2012 - July 2013
McGladrey November 2010 - October 2012
Jensen, Hassani & Focas, P.A. February 2009 - November 2010
Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. February 2009 - July 2009
Skills
Tax Law, Trusts, Estate Planning, Estate Administration, Tax, Litigation, Estate Tax Planning, Gift Tax, LLC, Financial Reporting, QuickBooks, Legal Research, Wills, Risk Management, Strategic Financial..., Asset Protection, Powers of Attorney, Microsoft Office, Tax Research, Partnership Taxation, S Corporations, Tax Preparation, Tax Accounting, Corporate Tax, FAS109, Income Tax, Estate Law, International Tax, Tax Advisory, ProSystem fx Tax, CPA, Management, High Net Worth..., Wealth, Financial Analysis, Accounting, Legal Writing, Microsoft Excel
Education
University of Baltimore School of Law 2006 — 2009
JD, Tax Law/Taxation
University of Baltimore 2006 — 2009
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor's of Science, Accounting and Finance
Nan Lin, CPA's McGladrey Experience July 2011 - July 2013
Job Tax Manager at EY
Industry Accounting
Experience
EY July 2013 - Present
McGladrey July 2011 - July 2013
Tiret & Company, CPAs August 2008 - June 2011
Skills
CPA, Corporate Tax, Partnership Taxation, Financial Accounting, Tax, Accounting, Income Tax, Tax Preparation, ProSystem fx Tax, Tax Returns, S Corporations, US Tax, Tax Research, CCH ProSystem fx
Education
University of California, Riverside 2004 — 2008
BS, Accounting
EY July 2013 - Present
McGladrey July 2011 - July 2013
Tiret & Company, CPAs August 2008 - June 2011
Skills
CPA, Corporate Tax, Partnership Taxation, Financial Accounting, Tax, Accounting, Income Tax, Tax Preparation, ProSystem fx Tax, Tax Returns, S Corporations, US Tax, Tax Research, CCH ProSystem fx
Education
University of California, Riverside 2004 — 2008
BS, Accounting
Linh Thai, CPA's McGladrey Experience October 2013 - Present
Job Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey January 2011 - October 2013
Moore Stephens Wurth Frazer and Torber, LLP July 2009 - December 2010
BDO USA, LLP June 2008 - July 2009
Skills
Tax Preparation, GAAP, Tax Research, Corporate Tax, Tax Accounting, SEC filings, Partnership Taxation, CPA
Education
University of California, Irvine 1999 — 2004
BS, Mathematics
McGladrey October 2013 - Present
McGladrey January 2011 - October 2013
Moore Stephens Wurth Frazer and Torber, LLP July 2009 - December 2010
BDO USA, LLP June 2008 - July 2009
Skills
Tax Preparation, GAAP, Tax Research, Corporate Tax, Tax Accounting, SEC filings, Partnership Taxation, CPA
Education
University of California, Irvine 1999 — 2004
BS, Mathematics
Brianna Wilson's McGladrey Experience January 2014 - Present
Job
Industry Accounting
Experience
McGladrey January 2014 - Present
MHT July 2012 - December 2013
Walpole & Co. July 2011 - August 2012
Toyota of Santa Barbara October 2008 - November 2011
Ellwood Elementary School April 2010 - August 2011
CPA in Santa Barbara January 2011 - April 2011
Skills
Tax Research, Partnership Taxation, Tax Preparation -..., S Corporations, Income Tax, Independent Audit, BNA Fixed Assets, Software Implementation..., Account Reconciliation, ProSystem fx Tax, Microsoft Excel, QuickBooks, Mas 90, Engagement, Microsoft Office, Adobe Acrobat, Bookkeeping, Tax Preparation, Tax
Education
University of California, Santa Barbara 2009 — 2011
Business Economics, Accounting
McGladrey January 2014 - Present
MHT July 2012 - December 2013
Walpole & Co. July 2011 - August 2012
Toyota of Santa Barbara October 2008 - November 2011
Ellwood Elementary School April 2010 - August 2011
CPA in Santa Barbara January 2011 - April 2011
Skills
Tax Research, Partnership Taxation, Tax Preparation -..., S Corporations, Income Tax, Independent Audit, BNA Fixed Assets, Software Implementation..., Account Reconciliation, ProSystem fx Tax, Microsoft Excel, QuickBooks, Mas 90, Engagement, Microsoft Office, Adobe Acrobat, Bookkeeping, Tax Preparation, Tax
Education
University of California, Santa Barbara 2009 — 2011
Business Economics, Accounting
Lauren Wang's McGladrey Experience July 2008 - July 2011
Job Senior Consultant, Multistate Tax Services at Deloitte
Industry Accounting
Experience
Deloitte July 2011 - Present
McGladrey July 2008 - July 2011
Education
University of California, Riverside 2005 — 2008
Bachelor Degree, Business Administration; Accounting
Deloitte July 2011 - Present
McGladrey July 2008 - July 2011
Education
University of California, Riverside 2005 — 2008
Bachelor Degree, Business Administration; Accounting
Russell Norman's McGladrey Experience 1986 - 1987
Job Accounting Professional
Industry Accounting
Experience
Russell Norman 1998 - Present
Consumer Survivor Network of Minnesota 1996 - 1998
K & K Studios 1994 - 1996
International Hospital Systems 1992 - 1994
Russell Norman, CPA 1989 - 1992
Parkwood Knolls Construction Company 1987 - 1989
McGladrey 1986 - 1987
Mork, Harvey & Co. 1984 - 1986
Ephraim, Sureck & Miller 1982 - 1983
Arthur Andersen & Co. 1981 - 1982
Education
University of Central Arkansas 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Morrilton High, Morrilton, AR 1972 — 1973
Russell Norman 1998 - Present
Consumer Survivor Network of Minnesota 1996 - 1998
K & K Studios 1994 - 1996
International Hospital Systems 1992 - 1994
Russell Norman, CPA 1989 - 1992
Parkwood Knolls Construction Company 1987 - 1989
McGladrey 1986 - 1987
Mork, Harvey & Co. 1984 - 1986
Ephraim, Sureck & Miller 1982 - 1983
Arthur Andersen & Co. 1981 - 1982
Education
University of Central Arkansas 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Morrilton High, Morrilton, AR 1972 — 1973
Eduardo Silva-Ruiz's McGladrey Experience September 2014 - Present
Job Manager at McGladrey LLP Mergers & Acquisitions
Industry Legal Services
Experience
McGladrey September 2014 - Present
PricewaterhouseCoopers October 2009 - September 2014
University of San Diego School of Law May 2009 - September 2009
Skills
International Tax, Corporate Tax, Tax Law, Tax, Big 4, Due Diligence, Cross-border..., Income Tax, Legal Writing, Accounting
Education
University of San Diego School of Law 2008 — 2009
LL.M., Taxation, GPA: 3.7
University of Arizona, James E. Rogers College of Law 2005 — 2008
Juris Doctor, Tax Law/Taxation
University of Arizona, Eller College of Management 2001 — 2004
Bachelors of Science in Business Administration, Finance & Accounting and Pre-Law Minor, Overall GPA: 3.94; Major GPA: 4.0
McGladrey September 2014 - Present
PricewaterhouseCoopers October 2009 - September 2014
University of San Diego School of Law May 2009 - September 2009
Skills
International Tax, Corporate Tax, Tax Law, Tax, Big 4, Due Diligence, Cross-border..., Income Tax, Legal Writing, Accounting
Education
University of San Diego School of Law 2008 — 2009
LL.M., Taxation, GPA: 3.7
University of Arizona, James E. Rogers College of Law 2005 — 2008
Juris Doctor, Tax Law/Taxation
University of Arizona, Eller College of Management 2001 — 2004
Bachelors of Science in Business Administration, Finance & Accounting and Pre-Law Minor, Overall GPA: 3.94; Major GPA: 4.0
Le Zhang, CPA's McGladrey Experience September 2009 - January 2012
Job Senior Financial Analyst Finance Operations
Industry Financial Services
Experience
Visa February 2012 - Present
McGladrey September 2009 - January 2012
Skills
Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Financial Accounting
Education
University of California, Los Angeles 2006 — 2008
BA, Economics/Accounting
Visa February 2012 - Present
McGladrey September 2009 - January 2012
Skills
Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Financial Accounting
Education
University of California, Los Angeles 2006 — 2008
BA, Economics/Accounting
Millard Barnes, CPA's McGladrey Experience May 2015 - Present
Job Tax Manager at McGladrey, LLP
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West December 2014 - April 2015
Sellers Richardson Holman & West September 2013 - December 2014
Frost Cummings Tidwell Group, LLC January 2008 - September 2013
Education
University of Alabama 2007 — 2007
Masters, Accounting
University of Alabama 2002 — 2006
B.S., Finance
McGladrey May 2015 - Present
Sellers Richardson Holman & West December 2014 - April 2015
Sellers Richardson Holman & West September 2013 - December 2014
Frost Cummings Tidwell Group, LLC January 2008 - September 2013
Education
University of Alabama 2007 — 2007
Masters, Accounting
University of Alabama 2002 — 2006
B.S., Finance
Ara Grigorian's McGladrey Experience May 2015 - Present
Job Auditor
Industry Automotive
Experience
McGladrey May 2015 - Present
A Good Egg Dining Group October 2010 - Present
Bob Moore Auto Group March 2013 - April 2015
Oklahoma Investment Group November 2012 - March 2013
Skills
Accounting, Accounts Receivable, Accounts Payable
Education
University of California, Santa Barbara 2004 — 2006
B.A. in Business Economics- Accounting
Burbank High School
University of Central Oklahoma
N/A, Accounting
University of Oklahoma
N/A, Philosophy, 3.97
McGladrey May 2015 - Present
A Good Egg Dining Group October 2010 - Present
Bob Moore Auto Group March 2013 - April 2015
Oklahoma Investment Group November 2012 - March 2013
Skills
Accounting, Accounts Receivable, Accounts Payable
Education
University of California, Santa Barbara 2004 — 2006
B.A. in Business Economics- Accounting
Burbank High School
University of Central Oklahoma
N/A, Accounting
University of Oklahoma
N/A, Philosophy, 3.97
Enoch Guo's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
CBS Corporation June 2012 - September 2013
Investore.Net, LLC. October 2011 - June 2012
HDWC INC. June 2011 - June 2012
Mark Keppel High School June 2010 - November 2011
Vector Marketing July 2010 - September 2010
ML Associates, LLC. July 2008 - September 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Oracle 9i, Bilingual, PowerPoint, Financial Accounting, Accounts Payable, Accounting, Journal Entries, Financial Analysis, Teamwork, Microsoft Office
Education
University of California, Irvine 2009 — 2014
Bachelor of Science (BS), Economics, Accounting Minor
Mark Keppel High School
McGladrey November 2014 - Present
CBS Corporation June 2012 - September 2013
Investore.Net, LLC. October 2011 - June 2012
HDWC INC. June 2011 - June 2012
Mark Keppel High School June 2010 - November 2011
Vector Marketing July 2010 - September 2010
ML Associates, LLC. July 2008 - September 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Oracle 9i, Bilingual, PowerPoint, Financial Accounting, Accounts Payable, Accounting, Journal Entries, Financial Analysis, Teamwork, Microsoft Office
Education
University of California, Irvine 2009 — 2014
Bachelor of Science (BS), Economics, Accounting Minor
Mark Keppel High School
Kevin Hwee's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey November 2014 - Present
UCR Housing Services August 2011 - June 2014
Academic Resource Center August 2012 - December 2013
Audit and Advisory Services March 2013 - June 2013
UCR Housing Services June 2012 - November 2012
Education
UC Riverside 2010 — 2014
Bachelor of Science (B.S.), Accounting and Auditing
McGladrey November 2014 - Present
UCR Housing Services August 2011 - June 2014
Academic Resource Center August 2012 - December 2013
Audit and Advisory Services March 2013 - June 2013
UCR Housing Services June 2012 - November 2012
Education
UC Riverside 2010 — 2014
Bachelor of Science (B.S.), Accounting and Auditing
Mohammad Zaidi, CPA's McGladrey Experience June 2015 - Present
Job Transaction Advisory Services Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
McGladrey October 2012 - Present
McGladrey January 2012 - March 2012
City of Torrance. October 2011 - January 2012
Southern California Edison (SCE) June 2011 - September 2011
Merrill Lynch April 2010 - December 2010
Citi July 2007 - November 2009
Skills
Financial Analysis, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Customer Relations, Banking, Project Planning, Revenue Recognition, Cash Flow, Economics, Internal Controls, Team Building, Critical Thinking, Caseware, Accounting, US GAAP, Risk Management
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Economics Emphasis: Accounting
McGladrey June 2015 - Present
McGladrey October 2012 - Present
McGladrey January 2012 - March 2012
City of Torrance. October 2011 - January 2012
Southern California Edison (SCE) June 2011 - September 2011
Merrill Lynch April 2010 - December 2010
Citi July 2007 - November 2009
Skills
Financial Analysis, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Customer Relations, Banking, Project Planning, Revenue Recognition, Cash Flow, Economics, Internal Controls, Team Building, Critical Thinking, Caseware, Accounting, US GAAP, Risk Management
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Economics Emphasis: Accounting