McGladrey Company
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey Employees
KPMG 2013 - Present
McGladrey January 2013 - May 2013
KPMG 2013 - 2013
Argy, Wiltse & Robinson, P.C. June 2011 - July 2011
Argy June 2011 - July 2011
Maryland SuperSwim Clinic October 2007 - May 2009
Little Falls Swim and Dive Team June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Access, Social Media, Outlook, Management, Financial Accounting
Education
University of Cincinnati 2010 — 2012
BS, Accounting
University of Cincinnati 2010 — 2012
Bachelor, Business Administration; Business School
University of Cincinnati College of Business 2009 — 2012
BS, Accounting
University of Maryland - Robert H. Smith School of Business 2007 — 2009
University of Maryland College Park 2007 — 2009
University of Maryland, College 2007 — 2009
McGladrey December 2014 - Present
4Rivers Smokehouse, LLC September 2012 - April 2014
Education
University of Central Florida 2013 — 2014
Master of Science (MS), Accounting, 3.50 GPA
University of Central Florida 2010 — 2013
Bachelors of Science in Business Administration, Accounting, 3.58
McGladrey October 2005 - Present
American Express 1996 - 2005
Skills
Management, US GAAP, Leadership, Auditing, Consulting, Accounting, CPA, Tax, Risk Management, Internal Audit, SEC filings, GAAP, Internal Controls, Financial Analysis, Financial Accounting, QuickBooks, Sarbanes-Oxley Act, Financial Reporting, Accounts Receivable, Management Consulting, Mergers & Acquisitions, Corporate Tax
Education
University of Central Florida 1983 — 1988
BSBA, Accounting
McGladrey June 2012 - Present
University of Central Florida May 2011 - May 2012
Currency Exchange International February 2010 - May 2011
SunTrust Bank January 2007 - February 2008
Skills
Financial Statements, Tax, Accounting, Financial Accounting, GAAP, Financial Reporting, Microsoft Excel, Microsoft Office, CPA
Education
University of Central Florida - College of Business Administration 2011 — 2012
MST, Accounting - Taxation
University of Central Florida - College of Business Administration 2009 — 2011
BSBA, Accounting
RBC Bearings February 2008 - Present
McGladrey October 2004 - April 2006
BlumShapiro September 2003 - February 2004
Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Cost Accounting, Sarbanes-Oxley Act, GAAP, General Ledger, Variance Analysis, Fixed Assets, Consolidation, Internal Controls, Cash Flow, Accounts Payable
Education
The University of Connecticut 2003 — 2005
Master of Science (M.S.), Accounting
The University of Connecticut 1999 — 2003
Bachelor of Science, Accounting
McGladrey January 2015 - Present
Flyer Enterprises August 2013 - Present
University of Dayton Tutoring Services May 2013 - Present
3 2 1 Go Event Promotions June 2012 - Present
Allstate May 2014 - August 2014
Gordon Food Service April 2010 - April 2014
Arlington Heights Park District April 2007 - February 2010
John Hersey High School June 2009 - August 2009
Skills
Customer Service, Mathematics, Technology, Accounting, Leadership, Public Speaking, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Access, Teaching, Microsoft Office, Event Planning, Data Analysis, Social Media, Research, Facebook, Team Leadership, Customer Satisfaction, Sales, Marketing, Business, Budgets
Education
University of Dayton 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
University of Dayton 2011 — 2015
Accounting
John Hersey High School 2007 — 2011
PwC January 2015 - Present
McGladrey January 2012 - January 2015
UPS October 2010 - July 2011
First Omni Mortgage Lending June 2009 - August 2009
Vector Marketing May 2006 - August 2006
Skills
Account Reconciliation, Internal Controls, Accounting, PowerPoint, Microsoft Office, Fixed Assets, Auditing, Budgets, Microsoft Excel
Education
University of Louisville 2010 — 2011
Bachelor, Accounting
University of Dayton 2005 — 2009
Bachelor, Finance
McGladrey January 2014 - Present
Bellocq Photography February 2009 - Present
FirstService Residential in California July 2009 - July 2013
Skyline Exhibits July 2007 - July 2009
University of Central Florida January 2003 - April 2007
Pasadena Villa of Orlando May 2005 - July 2005
Skills
Marketing, Process Scheduler, Social Media, Event Planning, Microsoft Office, Event Management, Program Management, Budgets, Photography, Marketing Strategy, Account Management
Education
University of Central Florida 2002 — 2006
BS, Psychology
McGladrey October 2014 - Present
McGladrey January 2013 - October 2014
LogRhythm January 2012 - September 2012
Level 3 Communications January 2011 - August 2012
Volunteer Income Tax Assistance (VITA) Program January 2012 - March 2012
Skills
Hyperion, Siebel, Intacct, BNA, Pricing Desk, Clarify, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science in Business Administration, Accounting and HR Management
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey November 2010 - September 2012
University of Central Florida January 2007 - May 2010
Education
University of Central Florida 2009 — 2010
Master of Science in Accounting (MSA), Accounting
University of Central Florida 2005 — 2009
Bachelor of Science in Business Administration (BSBA), Accounting
McGladrey May 2015 - August 2015
Ameritas May 2014 - August 2014
City of Montgomery- Public Works Department May 2012 - January 2014
Big Tree Plantation November 2007 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Teamwork, Customer Service, Time Management, Access, Outlook, Data Entry, Management, Sales, Leadership
Education
University of Dayton 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
University of Dayton 2011 — 2015
Bachelor’s Degree, Accounting and Business/Management
Moeller High School 2007 — 2011
McGladrey May 2015 - Present
University of Dayton February 2014 - Present
The Cincinnati Insurance Companies May 2014 - August 2014
Heritage Golf Club May 2013 - August 2013
Education
University of Dayton 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, Senior
L Brands April 2014 - Present
McGladrey July 2013 - Present
Exel June 2012 - July 2013
Dayton Freight Lines, Inc. January 2012 - April 2012
GE Aviation May 2011 - August 2011
Skills
Logistics, Operations Management, Leadership, Training, Budgets, Shipping, PowerPoint, Supply Chain Management, Warehousing, Supply Chain, Warehouse Management, Logistics Management, Transportation..., Inventory Management, Continuous Improvement, Process Improvement, Six Sigma
Education
University of Dayton 2008 — 2012
Bachelor of Science, Operations Management
James A. Adkinson, CPA, P.A., Consultants & Advisors January 2010 - Present
Acorn Stairlifts May 2010 - August 2011
McGladrey December 2008 - May 2010
Gulf Coast Pharmaceuticals October 2002 - December 2008
McCarthy Building Companies, Inc. October 2000 - October 2002
Emerson October 1998 - October 2000
BKD CPAs & Advisors January 1997 - October 1998
Skills
Tax Planning, Asset Protection, Tax Preparation, Profit Improvement, Wealth Preservation..., Wealth Transfer Planning, Business Strategy, Business Planning, Business Analysis, Business Process..., Process Improvement, Financial Reporting, Accounting, Tax, Financial Analysis, Financial Accounting, Quickbooks, Forecasting, Strategic Planning, Internal Controls, Small Business, Management Consulting, Financial Management, Auditing, Financial Audits, Financial Statement..., Financial Planners, Managerial Finance, Start-ups, QuickBooks, US GAAP, Risk Management, Leadership, Finance, Financial Statements, Internal Audit, CPA, Cash Management, Payroll, Accounts Receivable, Accounts Payable, Journal Entries, Budgets, Tax Returns, GAAP, External Audit, Cash Flow, Strategic Financial..., SEC filings, Corporate Tax
Education
University of Central Florida - College of Business Administration 2012 — 2014
Masters of Taxation (MST), Taxation
University of Missouri-Columbia, College of Business 1992 — 1996
Bachelor of Science, Accounting
Lake Nona Golf & Country Club June 2014 - Present
McGladrey January 2010 - May 2014
University of Central Florida January 2008 - December 2009
PricewaterhouseCoopers January 2009 - April 2009
Harrington Group 2003 - 2007
Skills
CPA, US GAAP, Financial Reporting, Entrepreneurship, Internal Controls, Auditing, GAAP, Project Management, SEC filings, Financial Statements, Financial Accounting, Business Process..., Accounting, Financial Analysis, Microsoft Excel, General Ledger
Education
University of Central Florida 2003 — 2009
MSA, Masters of Science in Accounting
Verizon July 2014 - Present
Verizon August 2013 - July 2014
McGladrey January 2013 - August 2013
McGladrey January 2012 - March 2012
Wharton-Smith, Inc. September 2008 - December 2011
SafeHouse of Seminole September 2007 - July 2008
Skills
Invoicing, Accounting, Accounts Receivable, Accounts Payable, Internal Controls, Project Planning, Process Scheduler, Sage, Budgets, General Ledger, GAAP, QuickBooks, Time Management, Microsoft Excel, Outlook, Financial Analysis, Payroll, Financial Reporting, CPA, US GAAP, Financial Accounting, Human Resources, Microsoft Office, Spreadsheets, Contract Management, Supervisory Skills, Auditing, Cost Control, Bookkeeping, PowerPoint, External Audit, Account Reconciliation, SEC filings, Internal Audit, Financial Statements
Education
University of Central Florida - College of Business Administration 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida - College of Business Administration 2005 — 2012
Bachelor of Science (BS), Accounting
McGladrey July 2013 - Present
Student Academic Success Center August 2012 - April 2013
Skills
PowerPoint, Social Networking, Microsoft Excel, Customer Service
Education
University of Colorado Boulder 2009 — 2013
Bachelor's Degree, Business Administration, Operations and Information Management
University of Wollongong
Real Capital Solutions July 2015 - Present
McGladrey October 2012 - July 2015
Lu Lu's BBQ July 2011 - October 2012
Skills
Attention To Detail, Self Starter, Employee Relations, Teamwork, Critical Thinking, Time Management, Team-oriented, Inventory, Goal Oriented, Analytical Skills, Internal Controls, Microsoft Excel, GAAP, Auditing, Financial Reporting
Education
University of Colorado at Denver 2011 — 2012
Master's, Accountancy
University of Colorado at Boulder 2007 — 2011
Bachelor's, Business Administration
National Equity Fund September 2010 - Present
National Equity Fund September 2010 - November 2011
Homestead Capital March 2010 - February 2011
Homestead Capital February 2006 - March 2010
Deloitte & Touche 2000 - 2006
McGladrey 1986 - 1994
Talbot, Korvola & Warwick LLP 1985 - 1986
Skills
Financial Analysis, Real Estate Economics, Auditing, Real Estate Development, Affordable Housing, Financial Modeling, Asset Management, Due Diligence, Accounting, Financial Reporting, LIHTC, Tax Credits, Real Estate, Property Management
Education
University of Connecticut 1981 — 1986
BS, Accounting
McGladrey September 2008 - Present
Education
University of Dayton 2005 — 2007
MBA, Accounting, Finance
university of central florida August 2015 - Present
McGladrey January 2015 - April 2015
Aon Hewitt August 2013 - December 2014
University of Central Florida January 2013 - October 2013
Hoskins Quiros Osborne & Labeaume CPA Firm February 2013 - July 2013
Skills
Microsoft Applications, Communicaitons, Quicken, Sociability, Mathematics, Bookkeeping, Sage, Invoicing, Microsoft Office 2007, Great Plains Software, Cash Flow, Access, Financial Accounting, Tax Preparation, Journal Entries, Microsoft Office
Education
University of Central Florida 2011 — 2014
Accounting, Accounting, Cumulative : 3.5/4.0
University of Central Florida August 2009 - December 2014
McGladrey January 2014 - April 2014
Cross, Fernandez & Riley, LLP January 2013 - April 2013
Hut no. 8 January 2011 - September 2011
Westview Baptist Church January 2007 - January 2011
Residential Home January 2010 - October 2010
Ace Hardware July 2008 - April 2009
Skills
Organizing, Customer Service, Cash Handling, Analytical Abilities, Adaptive, Technologically Savvy, Interpersonal Abilities, Team Leadership, Creativity, Teamwork, Listening Skills, Patience, Ethics, Values, Analytical Skills, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Central Florida - College of Business Administration 2009 — 2013
BS, Accounting
McGladrey January 2015 - Present
RSTW, LLP May 2013 - December 2014
McGladrey January 2013 - April 2013
Grennan Fender Ruta, LLP January 2012 - January 2013
Cystic Fibrosis Foundation August 2010 - December 2010
David A. Jones, C.P.A., P.A. August 2007 - May 2010
Giles and Robinson PA June 2005 - August 2005
Skills
Tax, Accounting, Bookkeeping, Tax Returns, Microsoft Excel, Corporate Tax, Financial Accounting, Tax Preparation, Time Management, ProSystem fx Tax, Outlook, GAAP, Auditing, General Ledger, Account Reconciliation, Financial Reporting, CPA, Internal Controls
Education
University of Central Florida - College of Business Administration 2008 — 2012
BS, Accounting
McGladrey October 2013 - Present
UCF Bookstore August 2006 - May 2013
Universal Studios September 2011 - January 2012
Skills
Outstanding Customer..., Time Management, Customer Service, Auditing, Internal Audit, PowerPoint, Microsoft Excel
Education
University of Central Florida 2010 — 2011
Master of Science, Accounting
University of Central Florida 2006 — 2010
Bachelor in Science, Accounting
McGladrey October 2014 - Present
McGladrey June 2013 - August 2013
EisnerAmper LLP December 2012 - December 2012
McGladrey 2012 - 2012
Education
The University of Connecticut 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting, GPA: 3.92
Disney Worldwide Shared Services October 2013 - Present
Bookkeeping and Business Services of Central Florida July 2013 - October 2013
RUGGIERO MARTINEZ & NORTON, P.A. January 2013 - June 2013
Siemens Energy January 2012 - November 2012
Duerr and Cullen CPAS January 2011 - June 2011
McGladrey January 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, ProSystem fx Tax, CCH ProSystem fx, BNA Rearch, GAAP, FASB, Account Management, Accounting, Financial Reporting, Auditing, ProSeries, Fixed Assets, SAP ERP, Oracle, QuickBooks, PeopleSoft, Lotus Notes
Education
Strayer University 2011 — 2013
Masters of Taxation, Accounting and Finance
University of Central Florida - College of Business Administration 2005 — 2007
Bachelor's degree, Accounting and Finance
Valencia Community College 2002 — 2004
Associate's degree, Accounting and Finance
McGladrey January 2015 - Present
Cambridge America LLC June 2014 - December 2014
University of Connecticut August 2012 - May 2014
McGladrey June 2013 - August 2013
Amity Wine & Spirit Co July 2011 - January 2013
The Meat House May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Microsoft Office, Access, Customer Service, Time Management, Management, QuickBooks, Social Media, Sales, Peachtree, Problem Solving, Lotus Notes, Teamwork, Financial Audits, Networking, Caseware, HUD Audits, Internal Controls
Education
University of Connecticut 2014 — 2015
Master of Science (MS), Accounting
The University of Connecticut 2010 — 2014
Bachelor of Science (BS), Accounting
Branford HIgh School
McGladrey December 2011 - July 2013
Moore Stephens Lovelace January 2010 - December 2011
Caruso and Caruso CPA 2006 - 2008
Skills
Accounting, Financial Statements, QuickBooks, CPA, Nonprofits, Auditing, GAAP, Healthcare, Financial Reporting, US GAAP, Financial Accounting, Finance
Education
University of Warwick - Warwick Business School
Univeresity of Michigan 2013 — 2015
Master of Business Administration (MBA), Business Administration, General Management, CPA Accredited Cources
University of Central Florida - College of Business Administration 2004 — 2008
Triple Major: Finance, Accounting, Management, [Financial Derivative Investments; Financial Modeling; Real-Estate Law; International Management]
McGladrey January 1988 - Present
Skills
CPA, Tax, Tax Research, Tax Accounting, Income Tax, Tax Preparation, Accounting, Partnership Taxation, Financial Reporting, Tax Returns, QuickBooks, International Tax, General Ledger, ProSystem fx Tax, FIN 48, US Tax, Tax Advisory, Sales Tax, S Corporations, State Tax, Transfer Pricing, Cash Flow, Mergers, Fixed Assets, Strategic Financial..., Auditing, Corporate Tax, Financial Accounting, Financial Statements, GAAP, Internal Controls, Payroll, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Planning
Education
University of Central Florida 1983 — 1986
Bachelor of Science, Accounting
Verizon 2014 - Present
McGladrey 2005 - 2014
Federal Trust Bank 2004 - 2005
Skills
CPA, GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, Auditing, External Audit, Assurance, Tax, Variance Analysis, Financial Accounting, Tax Preparation, Financial Reporting, SEC filings, US GAAP, Revenue Recognition, Financial Statements
Education
University of Central Florida - College of Business Administration
Accounting
Connecticut Mutual Holding Company June 2014 - Present
Barnes Group Inc. May 2013 - June 2014
McGladrey October 2011 - May 2013
McGladrey & Pullen October 2009 - October 2011
McGladrey & Pullen September 2007 - October 2009
Skills
Auditing, Project Planning, GAAP, US GAAP, CPA, SEC filings, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Tax, Income Tax
Education
University of Connecticut 2005 — 2006
Masters, Accounting
University of Connecticut 2001 — 2005
Bachelors, Accounting
McGladrey June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Visual Basic, Braille
Education
University of Connecticut 2011 — 2015
McGladrey June 2014 - August 2014
Atlantic Precision Spring, Inc. June 2010 - August 2013
Skills
Microsoft Excel, Microsoft Word
Education
University of Connecticut 2010 — 2015
Bristol Eastern High School 2006 — 2010
High School Diploma
University of Connecticut August 2015 - Present
McGladrey June 2015 - August 2015
Merrill Lynch May 2014 - April 2015
Advanced Sportsplex and Training Center January 2012 - August 2014
University of Connecticut August 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Teamwork, PowerPoint, Leadership, Facebook, Public Speaking, Research, Event Planning, Customer Service, Social Media, Outlook, Social Networking, Team Leadership, Marketing, Cashiering, Financial Accounting
Education
The University of Connecticut 2012 — 2016
Bachelor of Arts (B.A.), Accounting
Middletown High School 2008 — 2012
McGladrey January 2015 - Present
The Regency 2012 - 2014
Skills
Accounting, Tax, Financial Accounting, Management Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Access, Auditing, Public Speaking, Customer Service
Education
University of Cincinnati 2015 — 2016
Master’s Degree, Accounting
University of Cincinnati 2011 — 2015
Bachelor’s Degree, Accounting, 3.89
McGladrey June 2012 - Present
Discovery Cove June 2006 - January 2012
SeaWorld Orlando June 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Central Florida
Valencia Community College
TJ's Seafood Shack August 2012 - Present
McGladrey January 2014 - April 2014
Education
University of Central Florida 2010 — 2015
B.S.B.A., Accounting
Denargo Capital 1997 - Present
Dain Bosworth 1991 - 1997
Royal Bank of Scotland 1987 - 1988
RSM Robson Rhodes LLP 1986 - 1988
McGladrey 1983 - 1986
Skills
Venture Capital, Mergers & Acquisitions, Due Diligence, Private Equity, Corporate Finance, Valuation, Executive Management, Corporate Development, Strategic Partnerships, Financial Modeling, Investment Banking, Financial Analysis, New Business Development, Entrepreneurship, Negotiation, Acquisition Integration, Acquisitions, Business Development, Strategy, Investments, Joint Ventures, Start-ups, Restructuring, Business Planning, Business Strategy, M&A experience, Project Finance, SEC filings, Corporate Governance, Capital Markets, Equities, Strategic Financial..., Contract Negotiation, Portfolio Management, Finance, International Business, Financial Planning
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (M.B.A.), Marketing and Finance
University of St. Thomas 1981 — 1982
Accounting
University of Colorado at Boulder 1977 — 1981
BS Business, Finance
Anglin, Reichmann, Snellgrove & Armstrong, PC November 2013 - Present
Davis, Grim and Company, P.A. October 2012 - October 2013
Ferrell Accounting Services, LLC 2012 - 2012
McGladrey January 2011 - 2012
Davis Grennan Fender Ruta June 2007 - December 2010
Geller Ragan James January 2007 - May 2007
Siemens Shared Services April 2006 - December 2006
McCoy Federal Credit Union July 2000 - January 2006
Skills
ProSystem fx Tax, Tax, Accounting, Bookkeeping, Corporate Tax, Income Tax, Tax Preparation, Tax Returns, Cash Flow, QuickBooks, CPA, Partnership Taxation, Tax Accounting, General Ledger, Internal Controls, Financial Accounting, GAAP, Financial Statements
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelors of Science, Accounting
McGladrey September 2012 - Present
Experis, Inc. (formerly Jefferson Wells) January 2008 - September 2012
Rowan Cabarrus Community College 2008 - 2011
TIAA-CREF 2006 - 2008
Skills
Financial Reporting, Accounting, SEC Filings, Auditing, CPA, Finance, Sarbanes-Oxley Act, Financial Analysis, Tax, Internal Controls
Education
The University of Connecticut 1993 — 1997
Bachelors of Science, Accounting
Starwood Vacation Ownership January 2015 - Present
McGladrey April 2005 - July 2014
Ernst & Young January 1989 - April 2005
Skills
Tax Research, Tax, SEC filings, FIN 48, Corporate Tax, Account Reconciliation, Tax Accounting, CPA, GAAP, Partnership Taxation, Income Tax, Auditing, General Ledger, Accounting, ASC740, Resource Managemnt
Education
University of Central Florida 1983 — 1989
MST/BSBA in Accounting, Accounting/Taxation
University of Central Florida - College of Business Administration 1983 — 1989
BS, Accounting
Frutchey Tannenbaum, LLC December 2011 - Present
McGladrey June 2007 - March 2012
Tedder, James, Worden & Associates, P.A. October 1998 - May 2007
Skills
Estate Law, SEC filings, Tax, Financial Planners, Sarbanes-Oxley Act, IRS, Tax Research, CPA, Tax Accounting, GAAP, Corporate Tax, Income Tax, Partnership Taxation, US GAAP, Tax Preparation
Education
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science, Accounting
McGladrey July 2013 - Present
McGladrey July 2011 - July 2013
McGladrey & Pullen August 2009 - July 2011
McGladrey & Pullen September 2007 - September 2009
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Accounting
McGladrey August 2015 - Present
barre3 April 2013 - Present
Anton Collins Mitchell LLP October 2007 - August 2015
ANB Bank January 2000 - October 2006
Skills
Accounting, Financial Accounting, Financial Reporting, US GAAP, GAAP, General Ledger, CPA
Education
University of Colorado Colorado Springs 2002 — 2007
Bachelor of Communication, Mass Communication/Media Studies
McGladrey May 2015 - Present
Boulder Organic Foods, LLC June 2014 - October 2014
ColoraDough LLC. August 2013 - September 2013
Larry Simpson Group April 2012 - September 2012
Skills
NetSuite, Microsoft Excel, Microsoft SQL Server, Microsoft Project, Supply Chain Management, Microsoft Office, Management, NetSuite ERP Consultant
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.), Operations and Information Management
McGladrey October 2015 - Present
McGladrey October 2014 - September 2015
McGladrey February 2013 - September 2014
PwC September 2011 - February 2012
Skills
Assurance, Financial Accounting, Financial Reporting, Accounting, Auditing, US GAAP, Internal Controls, Financial Statements, GAAP, SEC Filings, Sarbanes-Oxley Act, CPA, External Audit, Microsoft Excel
Education
University of New Haven 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
University of Connecticut 2002 — 2007
Bachelor of Arts (B.A.), History
McGladrey October 2014 - Present
McGladrey June 2012 - September 2014
McGladrey September 2008 - June 2012
BNSF Railway May 2007 - August 2007
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, Revenue Recognition, Financial Accounting, Financial Statements, Financial Analysis, US GAAP, General Ledger, CPA, Sarbanes-Oxley Act, External Audit
Education
University of Colorado Boulder 2003 — 2008
BS & MS, Accounting
Highlands Ranch High School 1999 — 2003
McGladrey January 2013 - Present
McGladrey June 2011 - August 2011
Cole & Associates, LLC December 2010 - May 2011
Skills
Accounting, Assurance, Internal Audit, Auditing, GAAP, Financial Reporting, QuickBooks, CPA, Financial Accounting, Income Tax, General Ledger, Internal Controls, US GAAP
Education
University of Central Florida 2011 — 2012
Master of Business Administration (MBA), Accounting
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor, Accounting, Deaf Studies
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP December 2013 - October 2014
Battelle & Battelle LLP January 2009 - November 2013
Skills
Tax, CPA, Tax Preparation, Accounting, Income Tax, ProSystem fx Tax, S Corporations, Tax Research, Fixed Assets, Partnership Taxation, Financial Statements, GoSystems, Corptax, Tangile Asset and...
Education
University of Dayton 2004 — 2008
Bachelor, Accounting & Finance
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey January 2011 - April 2011
Skills
Tax, Accounting, GAAP, Corporate Tax, Tax Returns, Financial Accounting, Auditing, Financial Reporting, Tax Preparation, Tax Research, Microsoft Excel, Income Tax, US GAAP, Internal Controls, General Ledger, Bookkeeping, Sarbanes-Oxley Act, Cost Accounting, Variance Analysis, QuickBooks, Financial Statements, Assurance, SEC filings, Journal Entries, Account Reconciliation, ProSystem fx Tax
Education
University of Central Florida
Master of Science in Taxation
University of Central Florida
Bachelor of Science in Business Administration, Accounting
Raw Jūce June 2015 - Present
Octagon Professional Recruiting & Octagon Technology Staffing August 2014 - Present
McGladrey October 2012 - August 2014
Nodarse & Associates, Inc September 2009 - July 2011
Skills
Financial Statements, SAP, Variance Analysis, Auditing, US GAAP, Access, SEC filings, Financial Accounting, Internal Controls, Assurance, Bank Reconciliation, General Ledger, CPA, Microsoft Office 2007, Time Management, Financial Analysis, External Audit, Government Accounting, SEC Filings, Networking, Microsoft Office, College Recruiting, Recruiting, Training, Interviews, Leadership
Education
University of Central Florida 2010 — 2011
Masters of Science, Accounting
University of Central Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP December 2013 - October 2014
Mountjoy Chilton Medley LLP January 2013 - November 2013
Clark, Schaefer, Hackett & Co. July 2006 - January 2013
Mellott & Mellott, P.L.L December 2004 - April 2006
Skills
Auditing, Tax Research, Accounts Receivable, Sales Tax, Tax, Financial Statements, Partnership Taxation, CPA, Corporate Tax, GAAP, Income Tax, Tax Preparation, ProSystem fx Tax, S Corporations, Accounting, Internal Controls, Financial Reporting, Fixed Assets, Property Tax, Tax Accounting, General Ledger
Education
University of Cincinnati
James A. Adkinson, CPA, P.A. August 2011 - Present
Acorn Stairlifts May 2010 - August 2011
McGladrey December 2008 - May 2010
Gulf Coast Pharmaceuticals October 2002 - December 2008
McCarthy Building Companies, Inc. October 2000 - October 2002
Emerson October 1998 - October 2000
BKD CPAs & Advisors January 1997 - October 1998
Skills
Tax Planning, Asset Protection, Tax Preparation, Profit Improvement, Wealth Preservation..., Wealth Transfer Planning, Business Strategy, Business Planning, Business Analysis, Business Process..., Process Improvement, Financial Reporting, Accounting, Tax, Financial Analysis, Financial Accounting, Quickbooks, Forecasting, Strategic Planning, Internal Controls, Small Business, Management Consulting, Financial Management, Auditing, Financial Audits, Financial Statement..., Financial Planners, Managerial Finance, Start-ups, US GAAP, Risk Management, Leadership, Finance, Financial Statements, Internal Audit, CPA, Cash Management, Payroll, Accounts Receivable, Accounts Payable, Journal Entries, Budgets, Tax Returns, GAAP, External Audit, Cash Flow, Strategic Financial..., SEC filings
Education
University of Central Florida - College of Business Administration 2012 — 2014
Masters of Taxation, Taxation
University of Missouri-Columbia, College of Business 1992 — 1996
Bachelor of Science (BS), Accounting
McGladrey 2002 - Present
American Express Tax & Business Services 2002 - 2005
Doubletake, Inc. 1998 - 2000
Skills
First-party collections, A/R collections, Financial Reporting, Accounts Receivable, Accounting, Finance, Internal Controls, Cash Management, Tax Accounting, Microsoft Word, Tax Returns, Revenue Recognition, General Ledger, Management, Bookkeeping, Financial Analysis, Invoicing, Microsoft Excel, Payroll, PeopleSoft, Outlook, Negotiation, Account Reconciliation, Leadership, Analysis, Spreadsheets, Bank Reconciliation, Access, Credit, Process Improvement, SEC filings, Customer Service, Financial Services, Time Management, Corporate Finance, PowerPoint, CRM, Accounts Payable, Financial Statements, Business Process..., Financial Accounting
Education
University of Central Florida 2001 — 2003
Psychology
Brevard Community College 1999 — 2001
Associate's degree, General
Internal Revenue Service - Criminal Investigation January 2015 - Present
Internal Revenue Service - Criminal Investigation February 2011 - Present
Internal Revenue Service - Criminal Investigation June 2014 - January 2015
FL Department of Revenue 2009 - 2011
McGladrey 2003 - 2008
Skills
Auditing, Accounting, Tax, Tax Preparation, Financial Accounting, GAAP, Forensic Accounting, QuickBooks, Internal Controls, Federal Law Enforcement, Leadership, CPA, Fraud, Sarbanes-Oxley Act, Financial Analysis, Income Tax, Financial Reporting, Financial Statements, Bank Secrecy Act, Tax Research, Investigation, Financial Audits, Forensic Analysis, Tax Returns, AML, Sales Tax, Criminal Investigations, Federal Law, Anti Money Laundering, Law Enforcement...
Education
University of Central Florida - College of Business Administration 1999 — 2003
Masters, Accounting
Cocoa High School 1996 — 1999
McGladrey October 2013 - Present
National Society of Accountants for Cooperatives (NSAC) 2011 - 2014
Support Our Scholars 2010 - 2014
McGladrey 2008 - 2012
Tedder, James, Worden & Associates, P.A. 1999 - 2008
Skills
Auditing, GAAP, CPA, US GAAP, Internal Controls, Accounting, External Audit, Assurance, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Internal Audit, Financial Analysis, QuickBooks, Revenue Recognition
Education
University of Central Florida 1995 — 1999
Bachelor's degree, Accounting
Edible Arrangements March 2015 - Present
McGladrey August 2005 - March 2015
Skills
Auditing, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Financial Statements, External Audit, Tax Accounting, Management, Assurance, Financial Audits, Revenue Recognition, Consolidation, Financial Analysis, Financial Statement..., Mergers
Education
The University of Connecticut 2001 — 2007
BS and MS, Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP November 2012 - October 2014
Deloitte Tax LLP August 1998 - November 2012
KeyBank October 1994 - August 1998
Elder-Beerman Stores Corporation April 1990 - April 1994
Skills
Income Tax, Tax Accounting, Tax Research, Trusts, Estate Tax Planning, Financial Planners, High Net Worth..., CPA, Retirement, Personal Income Tax..., Tax Preparation, Corporate Tax, International Tax, Partnership Taxation, Tax Advisory, Tax Compliance, Financial Analysis, SEC Filings, Financial Planning
Education
University of Cincinnati College of Business 1985 — 1991
Masters of Science, Taxation
University of Dayton 1979 — 1983
Bachelor of Science (B.S.), Accounting
McGladrey December 1992 - Present
Deloitte & Touche September 1986 - December 1992
Skills
SEC filings, Auditing, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Statements, Mergers, Financial Services, Revenue Recognition, Mergers & Acquisitions, Finance, External Audit, Tax Accounting, Financial Audits, Assurance
Education
University of Connecticut 1982 — 1986
BS, Accounting
McGladrey October 2013 - Present
McGladrey October 2012 - September 2013
McGladrey LLP September 2011 - September 2012
McGladrey & Pullen LLP September 2010 - August 2011
McGladrey & Pullen LLP September 2008 - August 2010
McGladrey & Pullen LLP May 2007 - August 2007
Education
University of Colorado Boulder 2003 — 2008
BS, MS, Accounting
University of Colorado at Boulder August 2012 - Present
Ernst & Young LLP July 2009 - July 2012
Ernst & Young June 2007 - July 2009
University of Florida May 2006 - May 2007
McGladrey January 2006 - April 2006
Bergermann Law Firm May 2005 - August 2005
Skills
Tax, GoSystems, Corporate Tax, Accounting, Income Tax, Information Reporting..., Microsoft Excel, IRS Exams, ASC 740, FIN 48, Auditing, Financial Accounting, Tax Accounting, Financial Reporting, Mergers & Acquisitions, Tax Research, PowerPoint, CPA, Tax Returns
Education
University of Colorado at Boulder 2012 — 2017
Doctor of Philosophy (PhD), Accounting
University of Florida - Warrington College of Business Administration 2006 — 2007
Masters of Accounting, Accounting, Tax
University of Florida - Warrington College of Business Administration 2001 — 2006
Bachelors of Science, Accounting, Tax
McGladrey July 2013 - Present
McGladrey June 2012 - Present
McGladrey February 2012 - June 2012
Ascendum Solutions December 2007 - February 2012
PDR November 2004 - December 2007
The Triple-I Corporation 1998 - 2004
CSC Consulting August 1997 - September 1999
Reynolds+Reynolds July 1995 - August 1997
Ernst & Young Consulting December 1993 - July 1995
Grumman Data Systems October 1991 - December 1994
Skills
P&L Management, Contract Negotiation, Staff Development, Partnership Development, Vendor Management, Strategic Planning, Program Management, Process Improvement, Cross-functional Team..., IT Strategy, Process Engineering, Management Consulting, ERP, Account Management, Contract Negotiations, Business Process..., Integration, Customer Relations, Sales Management, Change Management, Outsourcing, Team Building, Software Implementation, Application Development, Product Development, E-commerce, Professional Services, Executive Management, Business Intelligence, IT Management, SDLC, Customer Service, Software Development, SharePoint, Management, Mergers & Acquisitions, Leadership, CRM, Business Development, Solution Selling, Project Management, Business Process, Consulting, Cloud Computing, Business Transformation, Enterprise Software
Education
University of Dayton 1991 — 1994
MBA, Manufacturing Management
University of Dayton 1986 — 1991
BS, MIS
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP March 2006 - Present
Ernst & Young October 1999 - February 2006
Deloitte 1995 - 1999
Skills
Income Tax, FIN 48, SEC filings, Risk Management, Financial Reporting, FAS 5, CPA, Tax Research, Mergers & Acquisitions, Accounting, Tax Preparation, Tax Advisory, Financial Analysis, Internal Controls, Tax, International Tax
Education
University of Cincinnati College of Business 1999 — 2001
MST, Taxation
Wright State University 1992 — 1996
BSB, Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP December 2013 - October 2014
Rippe & Kingston April 1996 - November 2013
Arthur Andersen LLP December 1994 - April 1996
Skills
Financial Statement..., Business Valuation, Financial Reporting, Financial Forecasting, Strategic Consulting, Management Consulting, Internal Controls, Auditing
Education
University of Cincinnati College of Business 1988 — 1993
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
Kevin Gaines, CPA August 2015 - Present
McGladrey June 2015 - August 2015
Olive Garden May 2013 - May 2015
Kappa Sigma Fraternity October 2012 - November 2014
American Media September 2014 - September 2014
Skills
PowerPoint, Microsoft Word, Internet, Leadership, Customer Service, Microsoft Office, Work Very Well with..., Presentation Skills, Accounting, Microsoft Excel, Time Management, Public Speaking, Social Media, Teamwork, Social Networking, Management
Education
University of Central Florida 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Accounting, Overall GPA: 3.6
Saint Thomas Aquinas High School 2007 — 2011
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP January 2014 - October 2014
Battelle Rippe Kingston LLP November 2011 - December 2013
Cintas August 2009 - October 2011
EY October 2008 - August 2009
EY September 2006 - September 2008
Skills
Tax, Financial Reporting, CPA, Accounting, Financial Analysis, US GAAP, Tax Preparation, Financial Accounting, Income Tax
Education
University of Dayton 2001 — 2006
Master of Business Administration (MBA), Accounting Concentration
University of Dayton 2001 — 2006
Bachelor of Science (B.S.), Accounting
Chaminade-Julienne
Chaminade-Julienne
McGladrey May 2013 - Present
Greater Orlando Aviation Authority June 2011 - April 2013
Lockheed Martin January 2010 - May 2011
AirTran Airways May 2009 - August 2009
Skills
Internal Controls, Process Improvement, Finance, Auditing
Education
University of Central Florida - College of Business Administration 2010 — 2011
Master in Accounting, Accounting
University of Central Florida - College of Business Administration 2006 — 2009
Bachelors of Science, Accounting
McGladrey October 2015 - Present
McGladrey December 2014 - April 2015
Skills
Microsoft Excel, Accounting, PowerPoint, Time Management
Education
University of Connecticut 2010 — 2014
Bachelor's degree, Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP January 2012 - October 2014
CH2M HILL April 2010 - December 2011
Skills
Accounting, Auditing, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Outlook, Financial Reporting, Access, Data Analysis, Teamwork, Accounts Payable
Education
University of Cincinnati 2012 — 2013
Master of Business Administration (MBA), Magna Cum Laude
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP June 2014 - November 2014
Battelle Rippe Kingston LLP January 2014 - April 2014
University of Dayton April 2013 - December 2013
University of Dayton August 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, English
Education
University of Dayton 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
University of Dayton 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
University of Dayton 2009 — 2013
Bachelor of Science (B.S.), Psychology
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP May 2013 - October 2014
Deloitte September 2003 - May 2013
Brady Ware January 2002 - August 2003
Skills
Corporate Tax, Tax, CPA, Accounting, Income Tax, SEC filings, Tax Research, Tax Preparation, Financial Reporting, Mergers & Acquisitions, Tax Accounting, Big 4
Education
University of Dayton 2003 — 2004
MBA, Accounting
University of Dayton 1999 — 2003
BS, Accounting
McGladrey December 2014 - Present
Caito Foods Service, Inc. May 2014 - August 2014
Katz, Sapper & Miller January 2014 - April 2014
Caito Foods Service, Inc. May 2013 - August 2013
Skills
Microsoft Office, SX.enterprise, Hyperion Enterprise, ProSystem fx Engagement, ProSystem fx Tax, JDE One World
Education
University of Dayton 2010 — 2014
University of Dayton
Bachelor of Science, Business Administration; Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP (Formerly Battelle & Battelle LLP) June 2013 - November 2014
Gary Bardon, CPA December 2011 - June 2013
Skills
Accounting, QuickBooks, Peachtree, Government Contract..., Wide Area Workflow, WAWF, Time Management, Organization, Detail Orientation, ProSystem fx Tax, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, ProSystem fx Engagement, Caseware Working Papers, SurePrep, GoFile Room
Education
University of Dayton 2012 — 2013
Master of Business Administration (M.B.A.), Accounting Specialization
University of Dayton 2008 — 2012
Bachelor of Science (B.S.), Accounting and Marketing
McGladrey January 2015 - April 2015
McConnell & Jones CPAs May 2014 - December 2014
Leeds School of Business Library June 2012 - December 2012
Bridging the Music Productions May 2012 - August 2012
Leeds School of Business August 2011 - May 2012
Skills
QuickBooks, Financial Analysis, Financial Reporting, Accounting, General Ledger, Microsoft Office, Auditing, Internal Audit, External Audit, Oil/Gas, Tax, GAAP
Education
University of Houston 2013 — 2015
Master's degree, Accounting
University of Colorado Boulder 2011 — 2013
Bachelor's degree, Accounting, 3.43
University of Houston 2009 — 2010
UCF/Lockheed Martin CWEP January 2013 - Present
McGladrey July 2012 - July 2012
Skills
Bilingual-English/Spanis..., Analysis
Education
University of Central Florida 2011 — 2014
Master of Science (M.S.), Taxation, Graduate
University of Central Florida 2008 — 2011
Bachelor of Arts- English, Creative Writing
McGladrey January 2015 - Present
McGladrey October 2012 - December 2014
McGladrey June 2011 - August 2011
Lake Compounce June 2007 - September 2010
Skills
Financial Reporting, Sarbanes-Oxley Act, General Ledger, SEC filings, Account Reconciliation, Public Speaking, Corporate Tax, External Audit, Tax Accounting, Financial Analysis
Education
The University of Connecticut 2008 — 2012
Bachelor's, Accounting, English (minor)
Cheshire High School 2004 — 2008
McGladrey January 2015 - Present
Battelle Rippe Kingston LLP January 2014 - August 2014
Columbia Sussex Corporation March 2012 - December 2013
Paramount's Kings Island May 2011 - October 2011
Skills
Tax, Accounting, Microsoft Excel
Education
University of Cincinnati College of Business 2014 — 2015
Master's Degree, Accounting
University of Cincinnati College of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
McGladrey July 2014 - Present
McGladrey January 2014 - April 2014
Wolf & Company October 2012 - September 2013
Averett Warmus Durkee May 2006 - August 2012
Skills
Excellent time and..., Skilled at..., Craftmanship, Great eye for detail, Remarkable ability to..., Excellent public..., Editing, Microsoft Word, Proofreading
Education
University of Central Florida 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Central Florida - College of Business Administration
Bachelor of Science (B.S.), Business Administration and Management, General
Deloitte September 2014 - Present
Deloitte June 2013 - August 2013
University of Connecticut June 2012 - May 2013
University of Connecticut January 2010 - September 2012
Deloitte July 2012 - July 2012
McGladrey 2012 - 2012
Bosco,Johnn,&Co.CPA May 2011 - August 2011
Skills
Microsoft Office, Accounting, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Conversational Spanish, Public Speaking, Customer Service, Facebook, Teamwork, Time Management, Event Planning, Research, Social Media, Social Networking
Education
University of Connecticut 2013 — 2014
Master of Science in Accounting, Accounting, 3.85
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP August 2012 - November 2014
Mellott & Mellott, P.L.L February 2012 - April 2012
Midwest Sports Tennis Outlet March 2011 - January 2012
Cincinnati Country Club March 2009 - May 2011
Skills
Management, Marketing, Tax
Education
University of Cincinnati College of Business 2007 — 2012
Bachelor of Science in Business, Marketing, Accountancy
Lakota East High School 2003 — 2007
McGladrey August 2013 - Present
Keystone Partners February 2012 - July 2013
Camden Consulting Group October 2009 - February 2012
Keystone Partners December 2007 - October 2009
ABCD Youth Explorations April 2006 - December 2007
ABCD Child Care Choices Of Boston June 2004 - April 2006
The New England Center for Children July 2003 - May 2004
University of Connecticut Alumni Association September 2001 - May 2003
Skills
Career Counseling, Non-profits, Career Development, Resume Writing, Public Speaking, Leadership Development, Workshop Facilitation, Organizational..., Coaching, Event Planning, Staff Development, Windows, Technical Support, IT Hardware Support, Help Desk Support, Desktop Computers, Desktop Deployment, Program Management, Social Media, Talent Management, Management, Microsoft Office, Human Resources, Research, Consulting, Nonprofits, Leadership, Training, Policy, Customer Service, Interviews, Employee Training, Project Management, Executive Coaching, Organizational...
Education
University of Connecticut 1999 — 2003
BS, Human Development and Family Studies
Vestal & Wiler, CPAs June 2015 - Present
Vestal & Wiler, CPAs November 2013 - Present
Baker, Hyatt, and Homrich, P.A. December 2012 - November 2013
McGladrey 2010 - 2012
Skills
Highly proficient with..., Strong writing and..., Advanced Excel Knowledge, Research, Detail Oriented, Excellent interpersonal..., Strong written and oral..., Tax Research, QuickBooks, Corporate Tax, Income Tax, Creative Solutions..., Finance
Education
University of Central Florida 2009 — 2011
Master of Science (MS), Taxation
University of Florida - Fredric G. Levin College of Law 2005 — 2007
Doctor of Law (J.D.), Tax Law/Taxation
University of Florida 2000 — 2004
Bachelor of Science (BS), Psychology
Streetman, Jones & Powers, LLC January 2014 - May 2015
McGladrey September 2008 - December 2013
Education
University of Central Florida - College of Business Administration 2004 — 2008
Accounting BS/BA, Accounting
CNL Financial Group April 2015 - Present
CNL February 2012 - April 2015
McGladrey October 2011 - February 2012
McGladrey November 2009 - September 2011
American Campus Communities December 2008 - June 2009
Skills
CPA, Accounting, Tax Preparation, Tax, Corporate Tax, SEC filings, GAAP, Tax Research, Account Reconciliation, Financial Reporting, Financial Statements, QuickBooks, Event Planning, General Ledger, Accounts Payable, Bookkeeping, Tax Accounting, Partnership Taxation, Income Tax, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting
Education
University of Central Florida 2008 — 2009
Master's Degree, Taxation, 3.7 GPA
University of Central Florida 2004 — 2008
Bachelor's Degree, Accounting, 3.8 GPA
McGladrey August 2012 - Present
Sedgwick LLP January 2010 - July 2012
Disney Vacation Club February 2008 - September 2009
Sedgwick LLP March 2004 - October 2007
Education
University of Miami School of Law 1997 — 2000
Juris Doctor
University of Central Florida 1994 — 1997
BA, Psychology
Prudential Financial March 2015 - Present
Grant Thornton LLP May 2012 - March 2015
McGladrey September 2007 - May 2012
Skills
Auditing, Financial Reporting, Certified Public..., GAAP, Internal Controls, Analysis, Budgets, Audits of Employee..., High Achiever, Accounting, Assurance, Financial Statements, Sarbanes-Oxley Act, SEC filings, Income Tax, US GAAP, Variance Analysis, External Audit, Consolidation, Financial Accounting, CPA
Education
University of Connecticut 2007 — 2008
Masters of Science, Accounting
University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration, Accounting
Rock and Roll Hall of Fame and Museum June 2014 - Present
Rock and Roll Hall of Fame and Museum March 2014 - June 2014
McGladrey January 2005 - April 2014
Bradley Machinery, LLC 2002 - 2005
Dorman Farrell 2003 - 2004
Roetzel & Andress January 1997 - January 1998
The Reynolds and Reynolds Company January 1994 - January 1996
The Reynolds and Reynolds Company January 1991 - January 1994
Deloitte & Touche January 1988 - January 1991
Skills
QuickBooks, Internal Controls, Accounting, Auditing, Tax, Financial Statements, Finance, Cash Management, Consolidation, Cash Flow, Tax Returns, Analysis, Partnership Taxation, CPA, GAAP, Cash Flow Forecasting, Tax Preparation, Corporate Tax
Education
University of Dayton
Bachelor of Science, Business Administration; Accounting
Executive Consultant April 2014 - Present
Ingram Micro February 2014 - March 2014
Kaiser Permanente June 2012 - January 2014
McGladrey December 2011 - June 2012
Honeywell February 2010 - December 2011
Burton Asset Management, Inc. January 2009 - January 2010
Self Employed BC/DR Consultant January 2006 - December 2008
Gartner February 2005 - December 2005
Toyota June 2000 - December 2004
SunGard Availability Services September 1996 - June 2000
Skills
Business Continuity, Business Continuity..., Disaster Preparedness &..., Disaster Recovery, Disaster Response, Consulting, SOA, Thought Leadership, Risk Assessment, Enterprise Risk..., Business Impact Analysis, Infrastructure..., Training, Keynote Speaker, Public Speaking, Continuous Improvement, Process Improvement, Incident Management, Emergency Management, Emerging Markets, SAP, SaaS, Operational Risk, IT Audit, Physical Security, Governance, Corporate Communications, ITIL, COBIT, Business Strategy, Regulatory Affairs, Crisis Management, Emergency Services, Visualizations, Strategy, Business Process..., Management, IT Strategy, Program Management, Leadership, Cross-functional Team..., Risk Management, Data Center, SDLC, Information Technology, Business Intelligence, Infrastructure, Project Planning, Analysis, Project Portfolio...
Education
University of Dayton 1992 — 1996
BA, Communication
McGladrey November 2010 - Present
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP January 2008 - November 2010
Skills
Construction Risk..., Internal Audit, Internal Controls, Accounting, Financial Reporting, Auditing, Financial Accounting, Access, CPA, Sarbanes-Oxley Act, Risk Assessment, Financial Analysis, GAAP, Risk Management, US GAAP
Education
University of Central Florida 2007 — 2008
Master's, Accounting
University of Central Florida 2001 — 2006
BS, Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston LLP October 2001 - October 2014
Ernst & Young January 1991 - September 2001
Skills
Tax Preparation, Tax, Accounting, CPA, Income Tax, Corporate Tax, Mergers & Acquisitions, Tax Research, Strategic Planning, Financial Reporting, Auditing, Process Improvement, General Ledger, GAAP, Internal Controls, Tax Accounting, Financial Accounting, Financial Analysis
Education
University of Cincinnati College of Business 1986 — 1990
BBA, Accounting
McGladrey November 2011 - Present
Skills
CPA, Financial Analysis, Investments, Debt, Accounting, Internal Controls, Financial Reporting, GAAP, IFRS, Auditing, Microsoft Excel, Financial Modeling, External Audit, Financial Accounting, Financial Statements, General Ledger, SEC filings, US GAAP
Education
University of Central Florida 2009 — 2011
Master of Science (M.S.), Accounting
University of Florida 2004 — 2009
Bachelor of Science (B.S.), Accounting
McGladrey November 2014 - Present
Battelle Rippe Kingston July 2013 - October 2014
Process Equipment Company - PECo January 2009 - July 2013
Gardens Alive January 2003 - January 2009
TDC Group, Inc. January 1999 - December 2002
Skills
Marketing Strategy, Strategic Planning, Advertising, Copywriting, Marketing, Email Marketing, Account Management, Lead Generation, SEM, Social Media, PPC, SEO, New Business Development, Management, Leadership, Trade Shows, Creative Direction, Sales
Education
University of Dayton 1996 — 1998
Bachelor's Degree, English
McGladrey September 2008 - Present
UCF - College of Business Administration January 2008 - August 2008
Michael Galloway & Company, P.A. January 2007 - May 2007
UCF - College of Health & Administration- Dean's Office February 2005 - January 2007
Skills
Management, Financial Reporting, Internal Controls, Tax, General Ledger, Account Reconciliation, QuickBooks, Financial Analysis
Education
University of Central Florida - College of Business Administration 2003 — 2007
Master's degree, Accounting
Intralinks January 2015 - Present
PCAOB May 2013 - December 2014
McGladrey September 2006 - May 2013
MDC Holdings February 2006 - June 2006
First Western Trust Bank February 2005 - December 2005
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Statements, US GAAP, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis, Financial Accounting, External Audit, CPA, Account Reconciliation, Accounts Payable, Assurance, Derivatives, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
BS/MS, Accounting (Tax)
Quorum Federal Credit Union January 2015 - Present
Quorum Federal Credit Union September 2012 - January 2015
Quorum Federal Credit Union January 2006 - September 2012
Quorum Federal Credit Union October 2001 - December 2006
McGladrey August 1997 - September 2001
Skills
Financial Analysis, Risk Management, Auditing, Portfolio Management, Finance, Accounting, Analysis, Credit Cards, Treasury, ALM, Liquidity Management, Financial Reporting, Financial Services, Financial Audits, Credit Analysis
Education
University of Connecticut 1993 — 1997
Bachelors, Accounting
ACUSTREAM, INC. December 2014 - Present
Innovative Healthcare Solutions February 2009 - Present
Allied Healthcare Advisors 2007 - 2009
Total Heart 2006 - 2007
Mckesson 2000 - 2006
University of Colorado at Boulder - CIRES 1998 - 2000
National Center for Atmospheric Research 1991 - 1995
McGladrey 1989 - 1990
Skills
HL7, Informatics, Hospitals, Clinical Research, Healthcare Information..., Healthcare, Integration, Contract Negotiation, HIPAA, EHR, Healthcare Consulting, Project Planning, Health Information..., Ambulatory, Cerner, Healthcare Management, Nursing, CPOE, EMR, Healthcare Industry, Program Management, Leadership, Epic Systems, Revenue Cycle, Strategy, Enterprise Software, Software Documentation
Education
University of Colorado at Boulder 1996 — 1998
M.A., Biology
University of Northern Iowa 1985 — 1989
B.A., Accounting
McGladrey December 2013 - Present
Margolis Phipps & Wright P.C. June 2011 - Present
Alonzo Bacarisse Irvine and Palmer, P.C. January 2007 - June 2011
Skills
Tax Preparation, Tax, Income Tax, CPA, Accounting, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research, Tax Returns, GAAP, Financial Accounting, General Ledger, Invoicing, Payroll, QuickBooks
Education
University of Houston 2006 — 2009
Accounting
University of Colorado at Boulder 1998 — 2003
Psychology, Humanities
McGladrey December 2014 - Present
Cole & Reed, P.C. January 2014 - Present
Cole & Reed, P.C. 2008 - Present
Greenwell & Co., P.C. May 2007 - January 2008
Skills
GAAP, Auditing, Financial Analysis, Financial Reporting, CPA, Accounting, Internal Controls, Payroll, FASB, Financial Institutions, Nonprofits, Manufacturing, Higher Education, CPE, Compilation Of..., Reviews, Financial Statements, Student Financial Aid, Financial Accounting, US GAAP, Microsoft Excel, Assurance, Account Reconciliation, General Ledger
Education
University of Central Oklahoma 2002 — 2007
Accounting and Finance
McGladrey October 2012 - Present
McGladrey & Pullen November 2009 - October 2012
Skills
Auditing, Internal Controls, GAAP, Financial Modeling, Microsoft Excel, External Audit, Internal Audit, Assurance
Education
University of Connecticut 2005 — 2009
BS, Accounting
McGladrey September 2006 - Present
Purdue Pharma May 2005 - July 2005
Skills
GAAP, SEC Financial Reporting, Sarbanes Oxley Section..., Accounting Standards, Auditing, Internal Controls, Business Combinations, IDEA - Data Extraction..., Recruiting, CPA, Corporate Finance, US GAAP, SEC filings
Education
The University of Connecticut 2002 — 2006
BS, Accounting
McGladrey January 2010 - Present
Mercy Hospital November 2005 - January 2010
Hertz August 2003 - October 2005
Skills
Epic Systems, Crystal Reports, GAAP, Auditing, CPA, Financial Reporting, Financial Analysis, Microsoft Excel, Healthcare, Fund Accounting, General Ledger, Financial Accounting, Internal Controls, Accounting, Account Reconciliation, Assurance
Education
University of Central Oklahoma 1999 — 2004
Bachelor of Science (B.S.), Accounting
University of Central Oklahoma
Master of Business Administration (M.B.A.), Accounting
Xerox Services, Inc. February 2009 - Present
IKON Office Solutions May 2006 - February 2009
ACS, Inc. (presently Xerox Services, Inc.) November 2002 - May 2006
Advo, Inc. July 2000 - November 2002
Gerber Scientific Inc. December 1997 - June 2000
McGladrey August 1996 - November 1997
Arthur Andersen & Co. July 1994 - June 1996
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Financial Modeling, Strategic Financial..., Managerial Finance, Sarbanes-Oxley Act, Process Improvement, Accounts Receivable, Access, Variance Analysis, Budgets, Financial Planning, Business Analysis
Education
The University of Connecticut 1990 — 1994
B.S., Accounting, 3.4
The Fahrenheit Group July 2015 - Present
Gallagher, Flynn & Company, LLP October 1998 - May 2015
McGladrey 1993 - 1998
Skills
Financial Reporting, US GAAP, Accounting, Budgets, Auditing, Internal Controls, CPA, Financial Statements, External Audit, Accounts Receivable, Financial Analysis, Accounts Payable, Payroll, Microsoft Word, Talent Management, Strategic Planning, GAAP, Tax Preparation, Business Valuation, Variance Analysis, Forensic Accounting, Mergers & Acquisitions, Microsoft Excel, Data Analysis, General Ledger, Succession Planning, Tax, Revenue Recognition, Financial Accounting, Corporate Tax, Income Tax
Education
University of Vermont 2009 — 2013
MBA
University of Colorado Colorado Springs 1988 — 1991
Bachelor's degree in Business Administration, Magna Cum Laude, Concentration in Accounting
Capital Financial Management February 2015 - Present
McGladrey December 2009 - February 2015
PricewaterhouseCoopers February 2002 - June 2009
Thomas E Finn, PC November 1998 - February 2002
Skills
Tax, Accounting, Tax Compliance, Tax Research, Tax Accounting, Income Tax, Federal Tax, High Net Worth..., Financial Reporting, Management, Tax Preparation, Tax Returns, Corporate Tax, Financial Planners, Auditing, Financial Analysis, CPA, Financial Accounting
Education
University of New Haven 2012 — 2013
Master's degree, Taxation
University of Connecticut 2002 — 2007
Master of Business Administration (MBA), Accounting
University of Connecticut 1993 — 1998
Bachelor's degree, Criminal Justice
University of Connecticut 1993 — 1998
Bachelor's degree, Finance
McGladrey December 2010 - Present
Blackman Kallick August 2008 - June 2010
RSM McGladrey 2005 - August 2008
Skills
Accounting, Auditing, CPA, Corporate Tax, Financial Reporting, GAAP, Income Tax, Internal Controls, Tax, Tax Accounting, Tax Preparation, Tax Research
Education
University of Central Florida - College of Business Administration
BA, Accounting
McGladrey May 2015 - Present
Deloitte October 2012 - April 2015
University of Dayton Department of Accounting August 2011 - May 2012
Deloitte Tax LLP June 2011 - August 2011
University of Dayton August 2008 - May 2011
University of Dayton Bookstore August 2007 - September 2009
Coldwater Dairyland May 2004 - August 2008
Muhlenkamp & Associates, Inc May 2004 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Accounting, Time Management, Statistics, Microsoft Word, Public Speaking, Tax Accounting, Teamwork
Education
University of Dayton 2011 — 2012
MBA, Accounting
University of Dayton 2007 — 2011
B.S. Degree, Accounting & Operations Management
Providence Health & Services August 2015 - Present
EY November 2013 - August 2015
McGladrey November 2011 - October 2013
Skills
CPA, US GAAP, Auditing, GAAP, Financial Statements, Financial Analysis
Education
St. Johns University 2010 — 2011
Master of Science (MS), Accounting, 3.8
University of Central Florida 2005 — 2009
Bachelor of Science (BS), Accounting, 3.6
University of Central Florida - College of Business Administration 2005 — 2009
McGladrey May 2005 - Present
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Internal Audit, External Audit, Enterprise Risk..., GAAP, SEC filings, Financial Accounting, US GAAP, Sarbanes-Oxley, Financial Audits, CPA
Education
Middle and High School
University of Central Florida
MBA, Business, Accounting
Kohl's Department Stores August 2015 - Present
McGladrey July 2014 - August 2015
Plante Moran August 2011 - July 2014
Miami Valley Career Technology Center October 2010 - April 2011
PricewaterhouseCoopers 2008 - 2010
University of Notre Dame 2005 - 2008
Skills
Accounting, Corporate Tax, High Net Worth..., Tax Accounting, State and Local Taxation, International Tax, Tax Provisions, Partnership Taxation, Team Management, Manage Client..., Auditing, Tax, Income Tax, Internal Controls, Tax Research, GAAP, CPA, Microsoft Excel, Financial Analysis
Education
University of Denver 2012 — 2014
Masters in Taxation
University of Dayton 2010 — 2011
M.S. in Education, Adolescent to Young Adult Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
BBA, Accounting
University of Notre Dame 2004 — 2008
BBA, Accounting, English
Drucker & Scaccetti, P.C. January 2012 - Present
McGladrey January 2011 - April 2011
AXA Advisors January 2010 - May 2010
Overdrive Direct Marketing August 2009 - December 2009
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelors, Accounting, Finance
SunTrust Bank March 2013 - Present
SunTrust Bank January 2011 - March 2013
McGladrey August 2009 - December 2010
First Tennessee Bank August 2005 - May 2007
Wachovia Bank/First Union Bank August 1985 - August 2005
Skills
Valuation, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Treasury Services, Commercial Lending, Credit, Credit Risk, Retail Banking, Portfolio Management, Consumer Lending, Banking, Small Business Lending, Cash Management, Loan Origination, Financial Risk, Loans, Investments, Due Diligence, Financial Analysis, Risk Management, Asset Management, Middle Market, Corporate Law, Treasury Management
Education
University of Central Florida
MBA, Business
Lindeberg & Associates, P.C. June 1996 - Present
McGladrey August 1990 - May 1996
Ernst & Young June 1981 - June 1990
Skills
Tax Preparation, Tax Returns, Income Tax, Bookkeeping, Tax, QuickBooks, Sales Tax, Corporate Tax, Accounting, S Corporations, Partnership Taxation, Payroll Taxes
Education
University of Colorado at Boulder 1979 — 1981
Master of Business Administration (MBA), Accounting
University of Iowa 1974 — 1978
Bachelor of Business Administration (BBA), Finance, General
Verizon September 2014 - Present
McGladrey January 2012 - September 2014
Education
University of Central Florida 2007 — 2009
Masters, Accounting
University of Central Florida - College of Business Administration 2003 — 2007
Bacholers, Accounting
McGladrey July 2011 - Present
Corporate Resources February 2011 - April 2011
University of Dayton August 2006 - December 2009
Bethany Lutheran Home May 2007 - September 2008
Skills
Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Social Media, Microsoft Excel, Research, PowerPoint, Access, Event Planning, Time Management
Education
University of Dayton 2005 — 2009
Bachelor of Arts
Saltsman, Charlton & Associates, P.A. November 2012 - Present
McDirmit Davis August 2011 - October 2012
McGladrey October 2006 - August 2011
Education
University of Central Florida 2004 — 2007
Master's degree, Taxation
University of Central Florida 1999 — 2003
Bachelor's degree, Accounting
McGladrey June 2005 - Present
CoAdvantage January 2004 - May 2005
Skills
GAAP, CPA, Internal Controls, Auditing, External Audit, Financial Reporting, Accounting, Financial Accounting, Assurance, Financial Statements, General Ledger
Education
University of Central Florida 2003 — 2005
Master of Business Administration (MBA), Accounting
City of New Britain July 2008 - Present
Town of Cheshire July 2006 - July 2008
McGladrey August 2003 - July 2006
Skills
Budgets, Government, Policy Analysis, Public Administration, Policy, accounting, financial reporting, Auditing, Nonprofits, Economic Development, Public Policy, Community Outreach, Finance, Accounts Payable, Accounting
Education
University of Connecticut 2003 — 2004
Master's Degree, Accounting, 3.5/4.0
University of Connecticut 1999 — 2003
Bachelor of Science (B.S.), Accounting, 3.5/4.0
McGladrey June 2013 - Present
Waddell & Reed July 2012 - June 2013
McGladrey November 2009 - July 2012
Skills
Accounting, ProSystem fx Tax, Tax Preparation, US Tax, Tax Accounting, CPA, Corporate Tax, Tax Returns, CCH Intelliconnect, CCH ProSystem fx, Tax Research, Partnership Taxation
Education
Central Missouri State University 2008 — 2009
Master of Arts (M.A.), Accounting
Central Missouri State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
ESPN September 2006 - Present
McGladrey 1998 - 2001
Skills
Broadcast, Broadcast Television, Digital Media, Television, Radio, Mobile Devices, Project Management, Microsoft Office
Education
New York University 2003 — 2004
Advanced Professional Certificate, Sports Management
The University of Connecticut 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Faifield University 1995 — 1998
Bachelor of Science (B.S.), Management Information Systems, General
McGladrey September 2013 - Present
The Cocoa Beach Pier March 2008 - Present
McGladrey January 2012 - May 2012
Jackson Hewitt Tax Service Inc. January 2009 - April 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting
University of Central Florida
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP October 2012 - August 2014
McGladrey January 2011 - April 2011
Thomas Roulston Investment Partners, Inc. May 2010 - August 2010
Education
University of Dayton 2011 — 2012
Master of Business Administration (M.B.A.)
University of Dayton 2007 — 2011
Accounting and Finance
McGladrey October 2011 - Present
BlumShapiro June 2010 - August 2010
Skills
Financial Services, Accounting, External Audit
Education
The University of Connecticut 2011 — 2012
Master of Science (MS), Accounting
The University of Connecticut 2006 — 2010
Bachelor of Science (B.S.), Accounting
The University of Connecticut 2006 — 2010
Bachelor of Arts (B.A.), Economics
Valley General Hospital October 2013 - Present
Providence Health & Services April 2013 - October 2013
Overlake Hospital October 2010 - April 2013
Central Florida Regional Hospital - HCA October 2007 - November 2010
McGladrey September 2006 - October 2007
HCA July 2004 - September 2006
Skills
CPA, Certified Healthcare..., Revenue Cycle, Hospitals, Financial Analysis, Healthcare, Financial Audits, Budget Forecasts, Capital & Expense..., Treasury, Corporate Finance, Public Hospital..., Cash Management, Financial Planning, Risk Management, SOX 404, Healthcare Reform, Meaningful Use
Education
University of Central Florida 1999 — 2003
BS, Accounting and Finance