McGladrey Company
Description
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey Employees
Employee
Years
Job
Industry
Nick Sleem Nick Sleem's McGladrey Experience June 2015 - August 2015
Job at
Industry Accounting
Experience
University of Oklahoma August 2012 - Present
McGladrey June 2015 - August 2015
Antiochian Village 2014 - 2014
Skills
Teamwork, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Social Media, Research, Microsoft Word, Time Management, Leadership, Social Networking, Facebook, Sales
Education
University of Oklahoma 2012 — 2016
University of Oklahoma August 2012 - Present
McGladrey June 2015 - August 2015
Antiochian Village 2014 - 2014
Skills
Teamwork, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Social Media, Research, Microsoft Word, Time Management, Leadership, Social Networking, Facebook, Sales
Education
University of Oklahoma 2012 — 2016
Bryan Thompson, CPA Bryan Thompson, CPA's McGladrey Experience January 2013 - July 2014
Job Senior Tax Accountant at Continental
Industry Accounting
Experience
Continental August 2014 - Present
McGladrey January 2013 - July 2014
KPMG July 2011 - January 2013
Clark Eustace Wagner, PA January 2011 - July 2011
University of South Carolina August 2008 - May 2010
University of South Carolina January 2007 - May 2010
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, ProSystem fx Tax, Thomson/Reuters Tax..., Drake Tax Software, One Source, CCH, RIA Checkpoint
Education
University of South Carolina - The Moore School of Business 2010 — 2011
Master of Accountancy, Taxation Track
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Continental August 2014 - Present
McGladrey January 2013 - July 2014
KPMG July 2011 - January 2013
Clark Eustace Wagner, PA January 2011 - July 2011
University of South Carolina August 2008 - May 2010
University of South Carolina January 2007 - May 2010
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, ProSystem fx Tax, Thomson/Reuters Tax..., Drake Tax Software, One Source, CCH, RIA Checkpoint
Education
University of South Carolina - The Moore School of Business 2010 — 2011
Master of Accountancy, Taxation Track
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Brittney Wycoff, CPA Brittney Wycoff, CPA's McGladrey Experience December 2014 - Present
Job Assurance Senior Manager at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Cole & Reed, P.C. August 2007 - November 2014
KPMG US 2004 - 2007
Skills
Financial Accounting, GAAP, Internal Controls, US GAAP, Microsoft Excel, Assurance, Financial Reporting, CPA, Microsoft Office, Auditing, Accounting
Education
University of Oklahoma - Price College of Business
Master's degree, Accounting
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Accounting
McGladrey December 2014 - Present
Cole & Reed, P.C. August 2007 - November 2014
KPMG US 2004 - 2007
Skills
Financial Accounting, GAAP, Internal Controls, US GAAP, Microsoft Excel, Assurance, Financial Reporting, CPA, Microsoft Office, Auditing, Accounting
Education
University of Oklahoma - Price College of Business
Master's degree, Accounting
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Accounting
Andrea Buechler's McGladrey Experience July 2015 - Present
Job Incoming Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
Skills
Microsoft Excel, Microsoft Access, Leadership, Access, PowerPoint, Microsoft Office
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Accountancy and Theology
McGladrey July 2015 - Present
Skills
Microsoft Excel, Microsoft Access, Leadership, Access, PowerPoint, Microsoft Office
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Accountancy and Theology
Loretta Keyes, MSA Loretta Keyes, MSA's McGladrey Experience October 2013 - Present
Job Supervisor at McGladrey
Industry Real Estate
Experience
McGladrey October 2013 - Present
Dynamic Services, LLC May 2012 - Present
Colorado Technical University October 2009 - December 2014
McGladrey November 2012 - October 2013
POET August 2001 - May 2012
Rasmussen Painting And Decorating Inc. June 1988 - September 2003
Skills
Financial Reporting, Corporate Finance, Tax Compliance, GAAP, Internal Controls, Financial Systems..., Teamwork, Fast Learner, Accounting, Financial Planning, Financial Accounting, Tax, Cash Flow, Financial Analysis, Tax Returns, Tax Preparation, Strategic Financial..., Managerial Finance, Board Governance, Financial Audits, IT Transformation, IT Solutions, IT skills, Talent Management, Performance Management, Banking, Decision Analysis, Communication, Compliance, US GAAP reporting, Federal & State..., Federal Reporting, Technical Support, Cross-functional Team..., Professional Experience, Management, Auditing, US GAAP, Financial Systems, Risk Management, SEC filings, Sarbanes-Oxley Act, Fixed Assets, Strategic Planning
Education
University of Phoenix 2007 — 2009
Masters, Accounting
University of Phoenix 2004 — 2007
Bachelor of Science, Accounting
McGladrey October 2013 - Present
Dynamic Services, LLC May 2012 - Present
Colorado Technical University October 2009 - December 2014
McGladrey November 2012 - October 2013
POET August 2001 - May 2012
Rasmussen Painting And Decorating Inc. June 1988 - September 2003
Skills
Financial Reporting, Corporate Finance, Tax Compliance, GAAP, Internal Controls, Financial Systems..., Teamwork, Fast Learner, Accounting, Financial Planning, Financial Accounting, Tax, Cash Flow, Financial Analysis, Tax Returns, Tax Preparation, Strategic Financial..., Managerial Finance, Board Governance, Financial Audits, IT Transformation, IT Solutions, IT skills, Talent Management, Performance Management, Banking, Decision Analysis, Communication, Compliance, US GAAP reporting, Federal & State..., Federal Reporting, Technical Support, Cross-functional Team..., Professional Experience, Management, Auditing, US GAAP, Financial Systems, Risk Management, SEC filings, Sarbanes-Oxley Act, Fixed Assets, Strategic Planning
Education
University of Phoenix 2007 — 2009
Masters, Accounting
University of Phoenix 2004 — 2007
Bachelor of Science, Accounting
Amy Paradis Amy Paradis's McGladrey Experience February 2014 - May 2015
Job CPA at Dickinson Desjardins CPAs
Industry Accounting
Experience
Dickinson Desjardins CPAs June 2015 - Present
McGladrey February 2014 - May 2015
Stewart, Archibald, & Barney, LLP August 2010 - January 2014
Mike Tayloe, CPA January 2008 - July 2010
Greg's Grill April 2007 - September 2007
PEAK Elite January 2006 - March 2007
Skills
Bookkeeping, Tax, Tax Preparation, Accounting, Tax Research, Financial Reporting, CPA, PowerPoint, Tax Returns, US GAAP, Tax Accounting, Microsoft Excel, Income Tax, GAAP, QuickBooks, Microsoft Office, Customer Service
Education
University of Oregon 2007 — 2010
Bachelor of Science, Accounting; Economics
Dickinson Desjardins CPAs June 2015 - Present
McGladrey February 2014 - May 2015
Stewart, Archibald, & Barney, LLP August 2010 - January 2014
Mike Tayloe, CPA January 2008 - July 2010
Greg's Grill April 2007 - September 2007
PEAK Elite January 2006 - March 2007
Skills
Bookkeeping, Tax, Tax Preparation, Accounting, Tax Research, Financial Reporting, CPA, PowerPoint, Tax Returns, US GAAP, Tax Accounting, Microsoft Excel, Income Tax, GAAP, QuickBooks, Microsoft Office, Customer Service
Education
University of Oregon 2007 — 2010
Bachelor of Science, Accounting; Economics
J.R. Runyan's McGladrey Experience October 2014 - July 2015
Job Senior Assurance Associate at McGladrey LLP
Industry Accounting
Experience
Stratasys July 2015 - Present
McGladrey October 2014 - July 2015
McGladrey October 2012 - September 2014
Skills
Accounting, Computer Proficiency, CPA, US GAAP, GAAP, Sarbanes-Oxley Act, Internal Controls, Assurance, Financial Statements, Sarbanes-Oxley, Financial Analysis, Revenue Recognition, External Audit, Auditing
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Accountancy
Stratasys July 2015 - Present
McGladrey October 2014 - July 2015
McGladrey October 2012 - September 2014
Skills
Accounting, Computer Proficiency, CPA, US GAAP, GAAP, Sarbanes-Oxley Act, Internal Controls, Assurance, Financial Statements, Sarbanes-Oxley, Financial Analysis, Revenue Recognition, External Audit, Auditing
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Accountancy
Jesse Coury's McGladrey Experience October 2013 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey October 2012 - October 2013
McGladrey October 2010 - October 2012
McGladrey January 2009 - September 2010
McGladrey May 2007 - August 2008
TBA Fairs & Festivals, DBA Romeo Entertainment May 2005 - August 2006
Skills
CPA, Auditing, Accounting, Financial Statements, Financial Reporting, SEC Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2004 — 2009
Masters, Accounting
University of Notre Dame
Master of Accountancy, Financial Reporting
McGladrey October 2013 - Present
McGladrey October 2012 - October 2013
McGladrey October 2010 - October 2012
McGladrey January 2009 - September 2010
McGladrey May 2007 - August 2008
TBA Fairs & Festivals, DBA Romeo Entertainment May 2005 - August 2006
Skills
CPA, Auditing, Accounting, Financial Statements, Financial Reporting, SEC Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2004 — 2009
Masters, Accounting
University of Notre Dame
Master of Accountancy, Financial Reporting
Bryan Whitesel, CPA Bryan Whitesel, CPA's McGladrey Experience June 2011 - Present
Job Tax Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2011 - Present
Skills
CPA, GAAP, Tax Preparation, Income Tax, SEC filings, Finance, Microsoft Office
Education
University of Sioux Falls
Bachelor of Arts (B.A.), Accounting
McGladrey June 2011 - Present
Skills
CPA, GAAP, Tax Preparation, Income Tax, SEC filings, Finance, Microsoft Office
Education
University of Sioux Falls
Bachelor of Arts (B.A.), Accounting
Rick Kawecki, MBA, CISA Rick Kawecki, MBA, CISA's McGladrey Experience January 2011 - Present
Job
Industry Management Consulting
Experience
McGladrey January 2011 - Present
KPMG 2001 - 2011
Bank One June 1999 - May 2001
Federated Investors, Inc. September 1994 - December 1998
Skills
Sarbanes-Oxley Act, Internal Audit, Business Process, Internal Controls, Financial Risk, Leadership, Enterprise Software, Information Technology, ERP, Finance, Consulting, External Audit, Auditing, Financial Reporting, Accounting, Business Process..., Compliance, IT Audit, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
MBA, Finance and Management of Information Systems
University of Pittsburgh 1989 — 1994
Bachelors of Science, Business Administration and Accounting
McGladrey January 2011 - Present
KPMG 2001 - 2011
Bank One June 1999 - May 2001
Federated Investors, Inc. September 1994 - December 1998
Skills
Sarbanes-Oxley Act, Internal Audit, Business Process, Internal Controls, Financial Risk, Leadership, Enterprise Software, Information Technology, ERP, Finance, Consulting, External Audit, Auditing, Financial Reporting, Accounting, Business Process..., Compliance, IT Audit, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
MBA, Finance and Management of Information Systems
University of Pittsburgh 1989 — 1994
Bachelors of Science, Business Administration and Accounting
Charlene Meise CA(SA) Charlene Meise CA(SA)'s McGladrey Experience February 2012 - Present
Job Auditor at McGladrey
Industry Accounting
Experience
McGladrey February 2012 - Present
Auditor General of South Africa February 2009 - January 2012
OHS Chartered Accountants February 2005 - January 2009
Skills
Accounting, Financial Reporting
Education
South African Institution of Chartered Accoutants 2010 — 2011
Professional qualification, Accounting and Finance, CA (SA)
University of South Africa/Universiteit van Suid-Afrika 2009 — 2009
BCompt (Honours), Accounting and Finance
Rhodes Uninversity 2003 — 2007
Bachelor of Commerce (B.Com.), Accounting
McGladrey February 2012 - Present
Auditor General of South Africa February 2009 - January 2012
OHS Chartered Accountants February 2005 - January 2009
Skills
Accounting, Financial Reporting
Education
South African Institution of Chartered Accoutants 2010 — 2011
Professional qualification, Accounting and Finance, CA (SA)
University of South Africa/Universiteit van Suid-Afrika 2009 — 2009
BCompt (Honours), Accounting and Finance
Rhodes Uninversity 2003 — 2007
Bachelor of Commerce (B.Com.), Accounting
Jason Guo Jason Guo's McGladrey Experience July 2013 - July 2013
Job Tax and Finance Intern at Alorica
Industry Accounting
Experience
Alorica May 2015 - Present
Lexus The Pursuit August 2010 - Present
CONNECT - San Diego January 2015 - May 2015
The San Diego Foundation September 2013 - October 2013
McGladrey July 2013 - July 2013
RetroVirox Inc. June 2013 - July 2013
University of San Diego February 2013 - May 2013
American Cancer Society January 2013 - May 2013
Weixin China June 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Leadership, Time Management, Mandarin, Access, Accounting, Marketing, Windows, Community Outreach, Nonprofits, Microsoft Office, Microsoft Word, PowerPoint, Facebook, Financial Accounting, Golf, Budgets, Mountain Biking, Art, Microsoft Publisher, Microsoft OneNote, Outlook, HTML, CSS, Microsoft Exchange..., Adobe Creative Suite, WordPress, Customer Service, Microsoft Outlook, Microsoft Visio
Education
University of San Diego 2011 — 2015
Bachelor's Degree, Accounting and Finance
Cerritos High School 2007 — 2011
Carmenita Middle School 2005 — 2007
Joe A. Gonsalves Elementary School 1998 — 2005
Alorica May 2015 - Present
Lexus The Pursuit August 2010 - Present
CONNECT - San Diego January 2015 - May 2015
The San Diego Foundation September 2013 - October 2013
McGladrey July 2013 - July 2013
RetroVirox Inc. June 2013 - July 2013
University of San Diego February 2013 - May 2013
American Cancer Society January 2013 - May 2013
Weixin China June 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Leadership, Time Management, Mandarin, Access, Accounting, Marketing, Windows, Community Outreach, Nonprofits, Microsoft Office, Microsoft Word, PowerPoint, Facebook, Financial Accounting, Golf, Budgets, Mountain Biking, Art, Microsoft Publisher, Microsoft OneNote, Outlook, HTML, CSS, Microsoft Exchange..., Adobe Creative Suite, WordPress, Customer Service, Microsoft Outlook, Microsoft Visio
Education
University of San Diego 2011 — 2015
Bachelor's Degree, Accounting and Finance
Cerritos High School 2007 — 2011
Carmenita Middle School 2005 — 2007
Joe A. Gonsalves Elementary School 1998 — 2005
Afton Schmid Afton Schmid's McGladrey Experience October 2013 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
University of San Diego January 2013 - May 2013
McGladrey July 2012 - August 2012
TorreyCove Capital Partners August 2011 - May 2012
Chelsea Investment Corporation June 2009 - June 2011
Skills
Accounting, Microsoft Excel, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Access, Assurance, General Ledger, Research, GAAP, US GAAP, Financial Statements
Education
University of San Diego 2012 — 2013
Master of Science, Accountancy
University of San Diego 2009 — 2013
Bachelor of Accountancy, Accounting
McGladrey October 2013 - Present
University of San Diego January 2013 - May 2013
McGladrey July 2012 - August 2012
TorreyCove Capital Partners August 2011 - May 2012
Chelsea Investment Corporation June 2009 - June 2011
Skills
Accounting, Microsoft Excel, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Access, Assurance, General Ledger, Research, GAAP, US GAAP, Financial Statements
Education
University of San Diego 2012 — 2013
Master of Science, Accountancy
University of San Diego 2009 — 2013
Bachelor of Accountancy, Accounting
William (BJ) Roth's McGladrey Experience October 2014 - January 2015
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
McGladrey October 2014 - January 2015
McGladrey July 2012 - September 2014
Dunham Woods Riding Club March 2010 - July 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Analysis, Financial Accounting, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Accountancy
Houlihan Lokey February 2015 - Present
McGladrey October 2014 - January 2015
McGladrey July 2012 - September 2014
Dunham Woods Riding Club March 2010 - July 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Analysis, Financial Accounting, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration, Accountancy
Doug Barry Doug Barry's McGladrey Experience January 1996 - October 1999
Job JP Witherow Roofing Company
Industry Construction
Experience
JP Witherow Roofing Company August 2012 - Present
Franchise Management Group LLC March 2004 - April 2013
Bay City Television March 2002 - March 2004
Entravision Communications November 2000 - March 2002
Entravision Communications November 1999 - November 2000
McGladrey January 1996 - October 1999
Harlan & Boettger January 1995 - December 1995
Skills
QuickBooks, Financial Analysis, Financial Reporting, CPA, SEC filings, Microsoft Excel, Accounting, Finance, Advertising, Accounts Payable, General Ledger, GAAP, Financial Statements, Auditing, Start-ups, Business Development, Tax, Internal Controls, Marketing, Contract Negotiation
Education
University of San Diego 1990 — 1994
Bachelors, Accountancy
JP Witherow Roofing Company August 2012 - Present
Franchise Management Group LLC March 2004 - April 2013
Bay City Television March 2002 - March 2004
Entravision Communications November 2000 - March 2002
Entravision Communications November 1999 - November 2000
McGladrey January 1996 - October 1999
Harlan & Boettger January 1995 - December 1995
Skills
QuickBooks, Financial Analysis, Financial Reporting, CPA, SEC filings, Microsoft Excel, Accounting, Finance, Advertising, Accounts Payable, General Ledger, GAAP, Financial Statements, Auditing, Start-ups, Business Development, Tax, Internal Controls, Marketing, Contract Negotiation
Education
University of San Diego 1990 — 1994
Bachelors, Accountancy
Andrew Monahan's McGladrey Experience October 2013 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey January 2011 - October 2013
University of Notre Dame July 2010 - December 2010
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
Masters of Science in Accountancy
University of Notre Dame 2005 — 2009
BBA, Accounting
McGladrey October 2013 - Present
McGladrey January 2011 - October 2013
University of Notre Dame July 2010 - December 2010
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
Masters of Science in Accountancy
University of Notre Dame 2005 — 2009
BBA, Accounting
Daniel Carr Daniel Carr's McGladrey Experience December 2014 - Present
Job Manager | Transaction Advisory Services | McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Baker Tilly Virchow Krause, LLP August 2012 - December 2014
Citigroup March 2010 - August 2012
Citi November 2009 - February 2010
Citi March 2007 - October 2009
PricewaterhouseCoopers June 2005 - February 2007
Skills
Transaction Advisory..., Financial Due Diligence, M&A analysis, Quality of Earnings..., Accounting, Financial Reporting, Consolidation, Consolidated Financial..., US GAAP reporting, SEC Financial Reporting, PeopleSoft, Oracle General Ledger, Business Objects, Crystal Reports, Financial Analysis, Financial Statement..., Financial Variance..., Account Reconciliation, Tax, Due Diligence, Financial Modeling, Finance
Education
University of Pittsburgh 2002 — 2005
Bachelor of Science (BS), Accounting
Monsignor Bonner 1998 — 2002
McGladrey December 2014 - Present
Baker Tilly Virchow Krause, LLP August 2012 - December 2014
Citigroup March 2010 - August 2012
Citi November 2009 - February 2010
Citi March 2007 - October 2009
PricewaterhouseCoopers June 2005 - February 2007
Skills
Transaction Advisory..., Financial Due Diligence, M&A analysis, Quality of Earnings..., Accounting, Financial Reporting, Consolidation, Consolidated Financial..., US GAAP reporting, SEC Financial Reporting, PeopleSoft, Oracle General Ledger, Business Objects, Crystal Reports, Financial Analysis, Financial Statement..., Financial Variance..., Account Reconciliation, Tax, Due Diligence, Financial Modeling, Finance
Education
University of Pittsburgh 2002 — 2005
Bachelor of Science (BS), Accounting
Monsignor Bonner 1998 — 2002
Jessica Walthall Jessica Walthall's McGladrey Experience December 2014 - June 2015
Job Marketing Specialist at McAfee & Taft
Industry Law Practice
Experience
McAfee & Taft June 2015 - Present
McGladrey December 2014 - June 2015
Cole + Reed January 2012 - November 2014
Skills
Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Account Reconciliation, PowerPoint, Adobe Acrobat, Social Media Marketing, Marketing, Social Media, Company Newsletters, Event Planning, Salesforce.com
Education
University of Oklahoma 2004 — 2008
Bachelor's degree, Sociology
Edmond North Highschool
McAfee & Taft June 2015 - Present
McGladrey December 2014 - June 2015
Cole + Reed January 2012 - November 2014
Skills
Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Account Reconciliation, PowerPoint, Adobe Acrobat, Social Media Marketing, Marketing, Social Media, Company Newsletters, Event Planning, Salesforce.com
Education
University of Oklahoma 2004 — 2008
Bachelor's degree, Sociology
Edmond North Highschool
Danny Perales, CPA's McGladrey Experience September 2010 - June 2012
Job Vice President of Finance and Operations at eyeBrain Medical, Inc.
Industry Medical Devices
Experience
eyeBrain Medical, Inc. October 2014 - Present
Awarepoint January 2014 - October 2014
Awarepoint July 2013 - October 2014
Awarepoint April 2012 - July 2013
McGladrey September 2010 - June 2012
McGladrey & Pullen 2008 - September 2010
Skills
Auditing, US GAAP, Finance, GAAP, Financial Reporting, Accounting, Financial Accounting, CPA, Internal Controls, Financial Analysis, SEC filings, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Revenue Recognition, Management, Account Reconciliation
Education
University of San Diego 2007 — 2008
Masters, Masters of Accountancy and Financial Management
University of San Diego 2004 — 2008
Bachelor of Science, Accountancy
eyeBrain Medical, Inc. October 2014 - Present
Awarepoint January 2014 - October 2014
Awarepoint July 2013 - October 2014
Awarepoint April 2012 - July 2013
McGladrey September 2010 - June 2012
McGladrey & Pullen 2008 - September 2010
Skills
Auditing, US GAAP, Finance, GAAP, Financial Reporting, Accounting, Financial Accounting, CPA, Internal Controls, Financial Analysis, SEC filings, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Revenue Recognition, Management, Account Reconciliation
Education
University of San Diego 2007 — 2008
Masters, Masters of Accountancy and Financial Management
University of San Diego 2004 — 2008
Bachelor of Science, Accountancy
Philip Pappas Philip Pappas's McGladrey Experience August 2005 - January 2006
Job Natural Products Sales Specialist
Industry Health, Wellness and Fitness
Experience
Earth Foods September 2007 - Present
Office of the Comptroller of the Currency January 2006 - June 2007
McGladrey August 2005 - January 2006
Commerce Bank 2002 - 2006
Skills
Management, Sales Management, Sales Operations, Sales Presentations, Sales Process, Marketing Strategy, Sales, Cross Selling, Internal Audit, IT Audit, Risk Management, Risk Assessment, Wire Transfers, Compliance, Employee Training, Cross Functional Team..., Homeopathy, Training, Research, Herbal Remedies, Education, Supplements, Customer Service, Retail Banking, Account Management, Leadership, Marketing, New Business Development, Retail, Strategic Planning, Team Building
Education
West Chester University of Pennsylvania 1998 — 2002
Bachelor's Degree, Literature
University of Phoenix
Business Administration and Management, General
Earth Foods September 2007 - Present
Office of the Comptroller of the Currency January 2006 - June 2007
McGladrey August 2005 - January 2006
Commerce Bank 2002 - 2006
Skills
Management, Sales Management, Sales Operations, Sales Presentations, Sales Process, Marketing Strategy, Sales, Cross Selling, Internal Audit, IT Audit, Risk Management, Risk Assessment, Wire Transfers, Compliance, Employee Training, Cross Functional Team..., Homeopathy, Training, Research, Herbal Remedies, Education, Supplements, Customer Service, Retail Banking, Account Management, Leadership, Marketing, New Business Development, Retail, Strategic Planning, Team Building
Education
West Chester University of Pennsylvania 1998 — 2002
Bachelor's Degree, Literature
University of Phoenix
Business Administration and Management, General
Andrew Ellsweig's McGladrey Experience October 2011 - Present
Job Technology Risk Consulting Director
Industry Accounting
Experience
McGladrey October 2011 - Present
NJ ISACA Chapter January 1993 - Present
EisnerAmper LLP 2008 - 2011
Centennial Communications Corporation 2007 - 2008
Schering-Plough 2006 - 2007
Sony Corporation Of America 2002 - 2006
KPMG January 1999 - February 2002
Echlin Automotive January 1993 - December 1998
Johnson & Johnson 1985 - 1987
Skills
Auditing, Sarbanes-Oxley Act, Data Security, SEC filings, Sarbanes-Oxley, Strategy, Risk Assessment, Accounting, SAS70, COSO, Security, PeopleSoft, Risk Management, Business Process..., Data Center, Financial Risk, Executive Management, Governance, Due Diligence, Internal Audit, SAP, Business Continuity, Consulting, US GAAP, Microsoft Excel, E-commerce, Integration, Assurance, Program Management, Information Security, CISA, Employee Benefits, Internal Controls, ERP, IT Audit, Information Technology, Enterprise Risk..., Business Process, Financial Audits, COBIT, Privacy Law, Computer Security, Disaster Recovery, Financial Analysis, Financial Reporting, Financial Services, Big 4, ITGC, Information Security..., Management Consulting
Education
University of Rhode Island 1978 — 1982
McGladrey October 2011 - Present
NJ ISACA Chapter January 1993 - Present
EisnerAmper LLP 2008 - 2011
Centennial Communications Corporation 2007 - 2008
Schering-Plough 2006 - 2007
Sony Corporation Of America 2002 - 2006
KPMG January 1999 - February 2002
Echlin Automotive January 1993 - December 1998
Johnson & Johnson 1985 - 1987
Skills
Auditing, Sarbanes-Oxley Act, Data Security, SEC filings, Sarbanes-Oxley, Strategy, Risk Assessment, Accounting, SAS70, COSO, Security, PeopleSoft, Risk Management, Business Process..., Data Center, Financial Risk, Executive Management, Governance, Due Diligence, Internal Audit, SAP, Business Continuity, Consulting, US GAAP, Microsoft Excel, E-commerce, Integration, Assurance, Program Management, Information Security, CISA, Employee Benefits, Internal Controls, ERP, IT Audit, Information Technology, Enterprise Risk..., Business Process, Financial Audits, COBIT, Privacy Law, Computer Security, Disaster Recovery, Financial Analysis, Financial Reporting, Financial Services, Big 4, ITGC, Information Security..., Management Consulting
Education
University of Rhode Island 1978 — 1982
Dragos Ciobanu Dragos Ciobanu's McGladrey Experience September 2014 - Present
Job Experienced Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey September 2014 - Present
Baker Tilly Virchow Krause, LLP January 2014 - July 2014
South Carolina Small Business Chamber of Commerce June 2013 - December 2013
Elliott Davis, LLC July 2012 - December 2012
Northwestern Mutual April 2012 - July 2012
Michael Oana Retirement Planning Specialists November 2011 - June 2012
PreviewStay April 2011 - September 2011
LAYMAN POUPARD PUBLISHING LLC October 2010 - September 2011
Walgreens July 2010 - January 2011
Skills
Microsoft Word, Analysis, Microsoft Excel, Auditing, Financial Analysis, Financial Modeling, Microsoft Office, Portfolio Management, Accounting, QuickBooks, Finance, Innovation, Dynamic, Sales, Problem Solving, Training, Financial Audits, Financial Reporting, Access, Investments, Data Analysis, GAAP, Financial Accounting, Corporate Finance, Tax, Business Analysis, Tax Preparation, Bloomberg, PowerPoint, Social Media, Outlook, Time Management, Event Planning, Customer Service, Financial Statements
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2009 — 2013
Bachelor of Science, Finance, Accounting, International Business, 3.7
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration, Accounting, Corporate Finance and International Business, Senior
McGladrey September 2014 - Present
Baker Tilly Virchow Krause, LLP January 2014 - July 2014
South Carolina Small Business Chamber of Commerce June 2013 - December 2013
Elliott Davis, LLC July 2012 - December 2012
Northwestern Mutual April 2012 - July 2012
Michael Oana Retirement Planning Specialists November 2011 - June 2012
PreviewStay April 2011 - September 2011
LAYMAN POUPARD PUBLISHING LLC October 2010 - September 2011
Walgreens July 2010 - January 2011
Skills
Microsoft Word, Analysis, Microsoft Excel, Auditing, Financial Analysis, Financial Modeling, Microsoft Office, Portfolio Management, Accounting, QuickBooks, Finance, Innovation, Dynamic, Sales, Problem Solving, Training, Financial Audits, Financial Reporting, Access, Investments, Data Analysis, GAAP, Financial Accounting, Corporate Finance, Tax, Business Analysis, Tax Preparation, Bloomberg, PowerPoint, Social Media, Outlook, Time Management, Event Planning, Customer Service, Financial Statements
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2009 — 2013
Bachelor of Science, Finance, Accounting, International Business, 3.7
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration, Accounting, Corporate Finance and International Business, Senior
Linda Gattineri Linda Gattineri's McGladrey Experience October 2012 - April 2014
Job Audit Associate at McGladrey
Industry Accounting
Experience
Intuit November 2014 - Present
CareFusion April 2014 - November 2014
McGladrey October 2012 - April 2014
ViaSat May 2011 - January 2012
Hamilton Sundstrand October 2010 - May 2011
Education
University of San Diego 2008 — 2012
Bachelor of Accountancy, Accounting and Finance
Intuit November 2014 - Present
CareFusion April 2014 - November 2014
McGladrey October 2012 - April 2014
ViaSat May 2011 - January 2012
Hamilton Sundstrand October 2010 - May 2011
Education
University of San Diego 2008 — 2012
Bachelor of Accountancy, Accounting and Finance
Jessica Leiferman's McGladrey Experience October 2014 - Present
Job Senior Associate Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Deloitte & Touche, LLP September 2013 - October 2014
Deloitte & Touche, LLP August 2011 - September 2013
Deloitte & Touche, LLP June 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and English
McGladrey October 2014 - Present
Deloitte & Touche, LLP September 2013 - October 2014
Deloitte & Touche, LLP August 2011 - September 2013
Deloitte & Touche, LLP June 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and English
Michael Dubin Michael Dubin's McGladrey Experience July 2001 - Present
Job Managing Partner, McGladrey PA/NJ Markets at McGladrey
Industry Accounting
Experience
McGladrey July 2001 - Present
Skills
Accounting, Financial Reporting, Mergers & Acquisitions, Auditing, SEC filings, Due Diligence, Tax, Financial Analysis, GAAP, Sarbanes-Oxley Act, Internal Controls, Private Equity, Corporate Tax, CPA, Income Tax, Management, Strategic Planning, Financial Accounting, US GAAP, Financial Modeling, Finance
Education
University of Pennsylvania - The Wharton School
McGladrey July 2001 - Present
Skills
Accounting, Financial Reporting, Mergers & Acquisitions, Auditing, SEC filings, Due Diligence, Tax, Financial Analysis, GAAP, Sarbanes-Oxley Act, Internal Controls, Private Equity, Corporate Tax, CPA, Income Tax, Management, Strategic Planning, Financial Accounting, US GAAP, Financial Modeling, Finance
Education
University of Pennsylvania - The Wharton School
Rick Bunney Rick Bunney's McGladrey Experience January 2005 - Present
Job Director at McGladrey
Industry Information Technology and Services
Experience
McGladrey January 2005 - Present
Skills
CIO Advisory Services, Community College CIO..., Higher Education...
Education
University of Pittsburgh 1986 — 1990
McGladrey January 2005 - Present
Skills
CIO Advisory Services, Community College CIO..., Higher Education...
Education
University of Pittsburgh 1986 — 1990
Peter Mataga CA (SA) Peter Mataga CA (SA)'s McGladrey Experience June 2015 - Present
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
BDO South Africa January 2014 - June 2015
BDO South Africa January 2011 - December 2013
Skills
Trust Taxation, Financial Reporting, Statistics, External Audit, Tax, Auditing, Accounting, IFRS, Software Development, Microsoft Office, Microsoft Excel, Financial Accounting, Income Tax, Corporate Tax, VAT, Financial Audits, Assurance, Internal Controls, Account Reconciliation, Financial Statements, Management Accounting, Statutory Accounting, Finance
Education
University of South Africa/Universiteit van Suid-Afrika 2012 — 2012
Post Graduate Diploma in Applied Accounting Sciences (CTA)
University of South Africa/Universiteit van Suid-Afrika 2011 — 2011
Post Graduate Diploma in Accounting Sciences
University of Pretoria/Universiteit van Pretoria 2006 — 2010
Bachelor of Commerce (BCom), Accounting Sciences
St Ignatius College 1999 — 2004
McGladrey June 2015 - Present
BDO South Africa January 2014 - June 2015
BDO South Africa January 2011 - December 2013
Skills
Trust Taxation, Financial Reporting, Statistics, External Audit, Tax, Auditing, Accounting, IFRS, Software Development, Microsoft Office, Microsoft Excel, Financial Accounting, Income Tax, Corporate Tax, VAT, Financial Audits, Assurance, Internal Controls, Account Reconciliation, Financial Statements, Management Accounting, Statutory Accounting, Finance
Education
University of South Africa/Universiteit van Suid-Afrika 2012 — 2012
Post Graduate Diploma in Applied Accounting Sciences (CTA)
University of South Africa/Universiteit van Suid-Afrika 2011 — 2011
Post Graduate Diploma in Accounting Sciences
University of Pretoria/Universiteit van Pretoria 2006 — 2010
Bachelor of Commerce (BCom), Accounting Sciences
St Ignatius College 1999 — 2004
Danielle (Danielle Sauter) Kaufman's McGladrey Experience July 2006 - Present
Job Manager at McGladrey
Industry Accounting
Experience
McGladrey July 2006 - Present
Skills
CPA, GAAP, Tax, SEC filings
Education
University of Richmond 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey July 2006 - Present
Skills
CPA, GAAP, Tax, SEC filings
Education
University of Richmond 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Donna Bernier's McGladrey Experience 2013 - Present
Job Director at McGladrey
Industry Management Consulting
Experience
McGladrey 2013 - Present
Skills
Management Consulting, Business Process..., Change Management, Consulting, Program Management, Process Improvement, Management, Strategic Planning, Business Transformation, Business Strategy, Organizational...
Education
University of West Florida 1990 — 1992
MPA, Public Administration
University of South Alabama 1981 — 1985
BA, Political Science
McGladrey 2013 - Present
Skills
Management Consulting, Business Process..., Change Management, Consulting, Program Management, Process Improvement, Management, Strategic Planning, Business Transformation, Business Strategy, Organizational...
Education
University of West Florida 1990 — 1992
MPA, Public Administration
University of South Alabama 1981 — 1985
BA, Political Science
Megan Kluesner's McGladrey Experience October 2013 - October 2014
Job Project Manager at Kluesner household
Industry Accounting
Experience
Kluesner household October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey LLP September 2010 - October 2013
McGladrey & Pullen November 2009 - August 2010
Skills
CPA, GAAP, US GAAP, Auditing
Education
University of Notre Dame 2004 — 2008
Bachelors, Accounting
Kluesner household October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey LLP September 2010 - October 2013
McGladrey & Pullen November 2009 - August 2010
Skills
CPA, GAAP, US GAAP, Auditing
Education
University of Notre Dame 2004 — 2008
Bachelors, Accounting
Lexi Hartner's McGladrey Experience January 2011 - April 2013
Job Assistant Director, Mountain Memories at ThorpeWood
Industry Events Services
Experience
Mountain Memories at ThorpeWood December 2011 - Present
McGladrey January 2011 - April 2013
Education
University of Richmond 2002 — 2006
Rhetoric & Communication Studies
Mountain Memories at ThorpeWood December 2011 - Present
McGladrey January 2011 - April 2013
Education
University of Richmond 2002 — 2006
Rhetoric & Communication Studies
Diana Wellman's McGladrey Experience October 2013 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey October 2013 - Present
McGladrey June 2012 - August 2012
Skills
Auditing, Accounting, Financial Analysis, Tax Preparation, Customer Service, Financial Reporting, QuickBooks, Revenue Recognition, Income Tax, Tax Research, Data Analysis, Outlook, Microsoft Office, Financial Modeling, Corporate Tax, GAAP, Tax, Partnership Taxation, Internal Controls, US GAAP, CPA, Tax Returns, Access, Finance, Tax Accounting, PowerPoint, Financial Statements, Microsoft Word, SEC filings, Sarbanes-Oxley Act, Assurance, ProSystem fx Tax, Big 4, Microsoft Excel, Financial Accounting, Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor's, Accounting & Philosophy
McGladrey October 2013 - Present
McGladrey October 2013 - Present
McGladrey June 2012 - August 2012
Skills
Auditing, Accounting, Financial Analysis, Tax Preparation, Customer Service, Financial Reporting, QuickBooks, Revenue Recognition, Income Tax, Tax Research, Data Analysis, Outlook, Microsoft Office, Financial Modeling, Corporate Tax, GAAP, Tax, Partnership Taxation, Internal Controls, US GAAP, CPA, Tax Returns, Access, Finance, Tax Accounting, PowerPoint, Financial Statements, Microsoft Word, SEC filings, Sarbanes-Oxley Act, Assurance, ProSystem fx Tax, Big 4, Microsoft Excel, Financial Accounting, Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor's, Accounting & Philosophy
Matthew Nagy Matthew Nagy's McGladrey Experience July 2014 - Present
Job Tax Associate at McGladrey
Industry Financial Services
Experience
McGladrey July 2014 - Present
Lincoln Tax & Wealth Planning January 2012 - April 2014
The Pasha Group June 2011 - October 2011
Skills
Accounting, Financial Accounting, Account Reconciliation, Financial Statements, Cost Accounting, Tax, QuickBooks, Corporate Finance, Variance Analysis, Journal Entries, Managerial Finance, Finance, Microsoft Excel, Analysis
Education
University of San Diego 2011 — 2013
(B.Acc.), Accounting and Finance, Cum Laude
McGladrey July 2014 - Present
Lincoln Tax & Wealth Planning January 2012 - April 2014
The Pasha Group June 2011 - October 2011
Skills
Accounting, Financial Accounting, Account Reconciliation, Financial Statements, Cost Accounting, Tax, QuickBooks, Corporate Finance, Variance Analysis, Journal Entries, Managerial Finance, Finance, Microsoft Excel, Analysis
Education
University of San Diego 2011 — 2013
(B.Acc.), Accounting and Finance, Cum Laude
Marie-Annette Donaghue's McGladrey Experience January 2013 - September 2013
Job Passionate proposal leadership
Industry Defense & Space
Experience
L-3 Vertex September 2013 - December 2014
McGladrey January 2013 - September 2013
L-3 STRATIS January 2012 - December 2012
L-3 GS&ES May 2010 - January 2012
QinetiQ North America June 2009 - May 2010
L-3 SPAR March 2007 - August 2008
TYBRIN Corporation March 2005 - March 2007
L-3 IS (formerly Raytheon AIS) October 2000 - October 2002
Skills
Project Management, Cross-functional Team..., Proposal Writing, Technical Writing, Government Proposals, Military Experience, Military, Project Planning, Team Leadership, Contract Management, Government Contracting, RFP, Security Clearance, Program Management, Government, Defense, Earned Value Management, PMP, Integration, Systems Engineering
Education
University of Phoenix 2005 — 2009
MS, Information Systems Management
University of Phoenix 1997 — 2000
MBA, Global Management
L-3 Vertex September 2013 - December 2014
McGladrey January 2013 - September 2013
L-3 STRATIS January 2012 - December 2012
L-3 GS&ES May 2010 - January 2012
QinetiQ North America June 2009 - May 2010
L-3 SPAR March 2007 - August 2008
TYBRIN Corporation March 2005 - March 2007
L-3 IS (formerly Raytheon AIS) October 2000 - October 2002
Skills
Project Management, Cross-functional Team..., Proposal Writing, Technical Writing, Government Proposals, Military Experience, Military, Project Planning, Team Leadership, Contract Management, Government Contracting, RFP, Security Clearance, Program Management, Government, Defense, Earned Value Management, PMP, Integration, Systems Engineering
Education
University of Phoenix 2005 — 2009
MS, Information Systems Management
University of Phoenix 1997 — 2000
MBA, Global Management
Mike Caster Mike Caster's McGladrey Experience April 2015 - Present
Job Consulting Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey April 2015 - Present
Management Sciences for Health February 2015 - April 2015
Advanced Practice Strategies July 2013 - December 2014
Blauer Manufacturing co March 2013 - July 2013
PTC October 2012 - January 2013
Caster CPAs Inc January 2012 - September 2012
Margaret A Caster, CPA LLC January 2005 - January 2012
Skills
QuickBooks, Accounting, General Ledger, Auditing, Accounts Receivable, Tax, Invoicing, Small Business, Bank Reconciliation, Payroll, Financial Analysis, Account Reconciliation, Financial Statements, Analysis, ProAdvisor, Accounts Payable, Sales Tax, Payroll Taxes, Budgets, FASB, Lacerte, Turbo Tax, GAAP, Tax Preparation, Financial Reporting, Internal Controls, Certified Fraud Examiner, PeopleSoft, Notary Public, Sales & Use Tax, Internal Audit, Managerial Finance, Financial Accounting, Cash Flow, Sarbanes-Oxley, IFRS
Education
University of Rhode Island - College of Business Administration 2006 — 2009
Bachelor of Science, Management
Community College of Rhode Island 2000 — 2005
Associates, Business Management
The Prout School 1995 — 2000
McGladrey April 2015 - Present
Management Sciences for Health February 2015 - April 2015
Advanced Practice Strategies July 2013 - December 2014
Blauer Manufacturing co March 2013 - July 2013
PTC October 2012 - January 2013
Caster CPAs Inc January 2012 - September 2012
Margaret A Caster, CPA LLC January 2005 - January 2012
Skills
QuickBooks, Accounting, General Ledger, Auditing, Accounts Receivable, Tax, Invoicing, Small Business, Bank Reconciliation, Payroll, Financial Analysis, Account Reconciliation, Financial Statements, Analysis, ProAdvisor, Accounts Payable, Sales Tax, Payroll Taxes, Budgets, FASB, Lacerte, Turbo Tax, GAAP, Tax Preparation, Financial Reporting, Internal Controls, Certified Fraud Examiner, PeopleSoft, Notary Public, Sales & Use Tax, Internal Audit, Managerial Finance, Financial Accounting, Cash Flow, Sarbanes-Oxley, IFRS
Education
University of Rhode Island - College of Business Administration 2006 — 2009
Bachelor of Science, Management
Community College of Rhode Island 2000 — 2005
Associates, Business Management
The Prout School 1995 — 2000
Benny Lami, CPA, CISA Benny Lami, CPA, CISA's McGladrey Experience November 2014 - Present
Job Consulting Manager at McGladrey
Industry Financial Services
Experience
McGladrey November 2014 - Present
MidFirst Bank July 2008 - November 2014
ISACA 2013 - 2013
Ernst & Young LLP 2006 - 2008
Skills
SOX 404, Financial Reporting, Internal Audit, FDICIA, IT Audit, Financial Analysis, Enterprise Risk..., Financial Audits, Auditing, Sarbanes-Oxley Act, Financial Forecasting, Financial Modeling, Banking, Strategic Financial..., CPA, GAAP, Financial Accounting
Education
University of Oklahoma
Bachelor's degree, Finance and Accounting
McGladrey November 2014 - Present
MidFirst Bank July 2008 - November 2014
ISACA 2013 - 2013
Ernst & Young LLP 2006 - 2008
Skills
SOX 404, Financial Reporting, Internal Audit, FDICIA, IT Audit, Financial Analysis, Enterprise Risk..., Financial Audits, Auditing, Sarbanes-Oxley Act, Financial Forecasting, Financial Modeling, Banking, Strategic Financial..., CPA, GAAP, Financial Accounting
Education
University of Oklahoma
Bachelor's degree, Finance and Accounting
Boyd Burton Boyd Burton's McGladrey Experience 1993 - 1998
Job Account Executive Management Resources at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources President & CEOConnective Commerce1999 - 2003
McGladrey 1993 - 1998
Education
University of Richmond 1983 — 1985
BSBA, Accounting and Business/Management
Robert Half Management Resources President & CEOConnective Commerce1999 - 2003
McGladrey 1993 - 1998
Education
University of Richmond 1983 — 1985
BSBA, Accounting and Business/Management
Vince Hayes Vince Hayes's McGladrey Experience February 2015 - Present
Job Risk Advisory Partner at McGladrey
Industry Information Technology and Services
Experience
McGladrey February 2015 - Present
Deloitte & Touche August 1999 - January 2015
Arthur Andersen August 1986 - August 1999
Skills
Security and Controls, SAS70 / SSAE 16, Oracle E-Business Suite, Business Analysis, Program Management, Business Transformation, Business Intelligence, Integration, Financial Reporting, Accounting, Sarbanes-Oxley Act, Connecting People, IT Strategy, Management, IT Audit, Enterprise Risk..., Business Process..., Management Consulting, Leadership, Auditing, Consulting, Business Process
Education
University of Oregon - Charles H. Lundquist College of Business
Accounting and Finance
McGladrey February 2015 - Present
Deloitte & Touche August 1999 - January 2015
Arthur Andersen August 1986 - August 1999
Skills
Security and Controls, SAS70 / SSAE 16, Oracle E-Business Suite, Business Analysis, Program Management, Business Transformation, Business Intelligence, Integration, Financial Reporting, Accounting, Sarbanes-Oxley Act, Connecting People, IT Strategy, Management, IT Audit, Enterprise Risk..., Business Process..., Management Consulting, Leadership, Auditing, Consulting, Business Process
Education
University of Oregon - Charles H. Lundquist College of Business
Accounting and Finance
Sheri Brillhart Sheri Brillhart's McGladrey Experience October 2011 - Present
Job Director, Consulting at McGladrey
Industry Management Consulting
Experience
McGladrey October 2011 - Present
McGladrey August 2006 - September 2011
EnPro Industries 2006 - 2006
PPG Industries, Inc. 2005 - 2006
PPG 2000 - 2006
CONMOTO 1999 - 1999
Skills
Internal Audit..., Sarbanes-Oxley, Enterprise Risk..., Business Process..., Internal Audit, Internal Controls, Management Consulting, Process Improvement, Risk Assessment, Sarbanes-Oxley Act, Team Leadership, Consulting, Auditing
Education
University of South Carolina - The Moore School of Business 1998 — 2000
Master, International Business
Virginia Polytechnic Institute and State University 1987 — 1991
B.S., Nutrition
McGladrey October 2011 - Present
McGladrey August 2006 - September 2011
EnPro Industries 2006 - 2006
PPG Industries, Inc. 2005 - 2006
PPG 2000 - 2006
CONMOTO 1999 - 1999
Skills
Internal Audit..., Sarbanes-Oxley, Enterprise Risk..., Business Process..., Internal Audit, Internal Controls, Management Consulting, Process Improvement, Risk Assessment, Sarbanes-Oxley Act, Team Leadership, Consulting, Auditing
Education
University of South Carolina - The Moore School of Business 1998 — 2000
Master, International Business
Virginia Polytechnic Institute and State University 1987 — 1991
B.S., Nutrition
Ryan Matthys's McGladrey Experience September 1994 - Present
Job Assurance Partner at McGladrey
Industry Accounting
Experience
WNIT Public Television November 2011 - Present
Chamber of Commerce of St. Joseph County May 2011 - Present
South Bend Symphony June 2009 - Present
South Bend Education Foundation August 2008 - Present
Leadership South Bend/Mishawaka Alumni Committee 2008 - Present
McGladrey September 1994 - Present
Skills
Non-profits, Accounting, Leadership, Business Strategy, Strategic Planning, Mergers & Acquisitions, Business Development, Finance, Small Business, Program Management, Due Diligence, Executive Management, Financial Analysis, Sales, Nonprofits, Strategy, Budgets
Education
University of Notre Dame 1990 — 1994
BBA, Accounting
WNIT Public Television November 2011 - Present
Chamber of Commerce of St. Joseph County May 2011 - Present
South Bend Symphony June 2009 - Present
South Bend Education Foundation August 2008 - Present
Leadership South Bend/Mishawaka Alumni Committee 2008 - Present
McGladrey September 1994 - Present
Skills
Non-profits, Accounting, Leadership, Business Strategy, Strategic Planning, Mergers & Acquisitions, Business Development, Finance, Small Business, Program Management, Due Diligence, Executive Management, Financial Analysis, Sales, Nonprofits, Strategy, Budgets
Education
University of Notre Dame 1990 — 1994
BBA, Accounting
Steve Saulnier Steve Saulnier's McGladrey Experience April 2009 - September 2011
Job Gateway One Lending & Finance
Industry Financial Services
Experience
Gateway One Lending & Finance December 2013 - Present
Promontory Financial Group, LLC October 2011 - 2013
McGladrey April 2009 - September 2011
Flex Fund Financial Services November 2006 - April 2009
Auto Financial Management May 2003 - November 2006
Union Acceptance Corporation July 2002 - May 2003
Isuzu Motors Acceptance Corporation 1997 - 2002
Hyundai Motor Finance Company August 1995 - June 1996
Bank One February 1994 - August 1995
Skills
Commercial Lending, Credit, Loan Servicing, Risk Management, Sales, Marketing, Originations, Consumer Lending, Negotiation, Loans, Credit Analysis, Underwriting, Credit Risk, Mortgage Lending, Banking, Portfolio Management, Loan Origination, Financial Services, Loss Mitigation, Commercial Banking, Asset Management, Valuation, Real Estate Economics, Residential Mortgages, Mortgage Banking, Financial Analysis, Due Diligence, Mortgage Servicing, Financial Modeling, Capital Markets, Finance, Cash Management, Investments, Executive Management, Funding, Mergers & Acquisitions, Financial Risk, Financial Structuring, Securities, Commercial Mortgages, Investment Banking, Mortgage Underwriting, Securitization, Relationship Management, Structured Finance, Corporate Finance, Operational Risk, Real Estate Financing, Financial Institutions, Private Equity
Education
American Institute of Banking
Finance
University of Oklahoma
CBA, Consumer Lending
Gateway One Lending & Finance December 2013 - Present
Promontory Financial Group, LLC October 2011 - 2013
McGladrey April 2009 - September 2011
Flex Fund Financial Services November 2006 - April 2009
Auto Financial Management May 2003 - November 2006
Union Acceptance Corporation July 2002 - May 2003
Isuzu Motors Acceptance Corporation 1997 - 2002
Hyundai Motor Finance Company August 1995 - June 1996
Bank One February 1994 - August 1995
Skills
Commercial Lending, Credit, Loan Servicing, Risk Management, Sales, Marketing, Originations, Consumer Lending, Negotiation, Loans, Credit Analysis, Underwriting, Credit Risk, Mortgage Lending, Banking, Portfolio Management, Loan Origination, Financial Services, Loss Mitigation, Commercial Banking, Asset Management, Valuation, Real Estate Economics, Residential Mortgages, Mortgage Banking, Financial Analysis, Due Diligence, Mortgage Servicing, Financial Modeling, Capital Markets, Finance, Cash Management, Investments, Executive Management, Funding, Mergers & Acquisitions, Financial Risk, Financial Structuring, Securities, Commercial Mortgages, Investment Banking, Mortgage Underwriting, Securitization, Relationship Management, Structured Finance, Corporate Finance, Operational Risk, Real Estate Financing, Financial Institutions, Private Equity
Education
American Institute of Banking
Finance
University of Oklahoma
CBA, Consumer Lending
Herbert W. Thompson Herbert W. Thompson's McGladrey Experience 2009 - 2013
Job Principal and Consultant at HWT Consulting
Industry Banking
Experience
HWT Consulting 1995 - Present
The PrivateBank and Trust Company 2011 - 2013
McGladrey 2009 - 2013
Bank of Atlanta, Security Bank, First Citizens, Tucker Federal and Prime Bank 1988 - 2008
Premier Bancshares, Debit First and Metro Bank 1993 - 2004
Skills
Due Diligence, Loans, Financial Analysis, Credit, Mortgage Lending, Banking, Real Estate, Finance, Financial Modeling, Financial Risk, Investments, Commercial Lending, SBA, Mergers, SBA 504, Loan Servicing, Commercial Banking, Cash Flow, Risk Management, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Business Strategy, Internal Controls, Executive Management, Asset Management, Underwriting, Small Business, Corporate Finance, Cash Management, Financial Reporting, Private Banking, Small Business Lending, Credit Risk, Financial Services, Leadership, Management, Strategic Financial..., Strategy, Valuation, Relationship Management, Funding, Restructuring, Strategic Planning, Real Estate Economics, Loan Origination, Structured Finance, Retail Banking, Capital Markets, Investment Banking
Education
University of South Carolina - The Moore School of Business 1972 — 1975
BS Accounting, Accounting and Management
HWT Consulting 1995 - Present
The PrivateBank and Trust Company 2011 - 2013
McGladrey 2009 - 2013
Bank of Atlanta, Security Bank, First Citizens, Tucker Federal and Prime Bank 1988 - 2008
Premier Bancshares, Debit First and Metro Bank 1993 - 2004
Skills
Due Diligence, Loans, Financial Analysis, Credit, Mortgage Lending, Banking, Real Estate, Finance, Financial Modeling, Financial Risk, Investments, Commercial Lending, SBA, Mergers, SBA 504, Loan Servicing, Commercial Banking, Cash Flow, Risk Management, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Business Strategy, Internal Controls, Executive Management, Asset Management, Underwriting, Small Business, Corporate Finance, Cash Management, Financial Reporting, Private Banking, Small Business Lending, Credit Risk, Financial Services, Leadership, Management, Strategic Financial..., Strategy, Valuation, Relationship Management, Funding, Restructuring, Strategic Planning, Real Estate Economics, Loan Origination, Structured Finance, Retail Banking, Capital Markets, Investment Banking
Education
University of South Carolina - The Moore School of Business 1972 — 1975
BS Accounting, Accounting and Management
Tim Fogerty, CPA's McGladrey Experience December 2008 - May 2011
Job Senior Analyst at Northern Trust Hedge Fund Services (formerly Omnium LLC)
Industry Accounting
Experience
Northern Trust Hedge Fund Services June 2011 - Present
McGladrey December 2008 - May 2011
JP Morgan July 2005 - September 2008
First Industrial Realty Trust February 2002 - July 2005
Universal Access July 2000 - September 2001
Deloitte and Touche August 1998 - July 2000
Skills
Financial Reporting, Financial Analysis, Finance, Auditing, Accounting, Analysis, Corporate Finance, GAAP, Management, Budgets
Education
University of Notre Dame 1994 — 1998
BBA, Accountancy
Northern Trust Hedge Fund Services June 2011 - Present
McGladrey December 2008 - May 2011
JP Morgan July 2005 - September 2008
First Industrial Realty Trust February 2002 - July 2005
Universal Access July 2000 - September 2001
Deloitte and Touche August 1998 - July 2000
Skills
Financial Reporting, Financial Analysis, Finance, Auditing, Accounting, Analysis, Corporate Finance, GAAP, Management, Budgets
Education
University of Notre Dame 1994 — 1998
BBA, Accountancy
Erica Costanzo, CPA Erica Costanzo, CPA's McGladrey Experience March 2013 - Present
Job Executive Programs and NonTechnical Training Manager and Trainer
Industry Accounting
Experience
McGladrey March 2013 - Present
McGladrey November 2003 - March 2013
Ernst & Young September 2002 - November 2003
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, Accounting, CPA, Financial Accounting, Revenue Recognition, Assurance, External Audit, Financial Analysis, General Ledger, Financial Statements, Account Reconciliation, Sarbanes-Oxley, QuickBooks, Training
Education
University of San Diego
B.A., Accounting and Business
Mater Dei High School
McGladrey March 2013 - Present
McGladrey November 2003 - March 2013
Ernst & Young September 2002 - November 2003
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, Accounting, CPA, Financial Accounting, Revenue Recognition, Assurance, External Audit, Financial Analysis, General Ledger, Financial Statements, Account Reconciliation, Sarbanes-Oxley, QuickBooks, Training
Education
University of San Diego
B.A., Accounting and Business
Mater Dei High School
Santiago Rivera Santiago Rivera's McGladrey Experience September 2003 - March 2007
Job Director, Valuation Services Group at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal February 2014 - Present
Duff & Phelps May 2007 - January 2014
McGladrey September 2003 - March 2007
Skills
Financial Accounting, Financial Analysis, Financial Forecasting, Benchmarking, Corporate Finance, Financial Advisory, Valuation Modeling, Business Valuation, Intellectual Property..., Enterprise Valuation, Equity Valuation, Investment Valuation, Equity Derivatives, Fixed Income Analysis, Interest Rate Swaps, Credit Derivatives, Software Implementation, Enterprise Software, Private Equity Firms, Private Equity, Alternative Investments, Hedge Funds, Valuation, Finance, Financial Services, Securities, Economics, Equities, Due Diligence, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics
Alvarez & Marsal February 2014 - Present
Duff & Phelps May 2007 - January 2014
McGladrey September 2003 - March 2007
Skills
Financial Accounting, Financial Analysis, Financial Forecasting, Benchmarking, Corporate Finance, Financial Advisory, Valuation Modeling, Business Valuation, Intellectual Property..., Enterprise Valuation, Equity Valuation, Investment Valuation, Equity Derivatives, Fixed Income Analysis, Interest Rate Swaps, Credit Derivatives, Software Implementation, Enterprise Software, Private Equity Firms, Private Equity, Alternative Investments, Hedge Funds, Valuation, Finance, Financial Services, Securities, Economics, Equities, Due Diligence, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science, Economics
Sam Beres's McGladrey Experience June 2012 - July 2012
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Robert W. Baird & Co. July 2013 - Present
McGladrey June 2012 - July 2012
Fidelity Investments January 2012 - April 2012
Landaas & Company May 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
BA, Finance
University of Notre Dame (USA) in England
Undergraduate Study Abroad Program
Marquette University High School 2005 — 2009
Danielle Preston Danielle Preston's McGladrey Experience September 2002 - Present
Job Senior Manager at McGladrey
Industry Accounting
Experience
McGladrey September 2002 - Present
McGrail Merkel Quinn & Associates January 2000 - May 2002
Arthur Andersen June 2001 - August 2001
First National Community Bank January 1996 - December 2000
Skills
Auditing, Employee Benefits, Accounting, GAAP, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, CPA, Financial Analysis, External Audit, Forensic Accounting, US GAAP
Education
University of Scranton 1998 — 2002
BS, Accounting
Dunmore High School 1994 — 1998
McGladrey September 2002 - Present
McGrail Merkel Quinn & Associates January 2000 - May 2002
Arthur Andersen June 2001 - August 2001
First National Community Bank January 1996 - December 2000
Skills
Auditing, Employee Benefits, Accounting, GAAP, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, CPA, Financial Analysis, External Audit, Forensic Accounting, US GAAP
Education
University of Scranton 1998 — 2002
BS, Accounting
Dunmore High School 1994 — 1998
Stacy Bullock's McGladrey Experience October 2006 - February 2009
Job Virtual Assistant at Spectrum Office Solutions
Industry Internet
Experience
Spectrum Office Solutions January 2011 - Present
Blue Pool Capital February 2010 - January 2013
McGladrey October 2006 - February 2009
Genworth Financial February 2004 - October 2006
Wachovia Securities Financial Network April 2000 - January 2003
Skills
Administrative Support, Customer Relations, Internet, Process Improvement, Online Marketing, Organization, Project Planning, Management, Administrative..., Time Management, Outlook, Budgets, Customer Service, Microsoft Office, Training, Data Entry, Microsoft Word, Office Management, Online Research, Software Documentation, Human Resources, Small Business, Spreadsheets, Call Centers, Event Planning, Travel Arrangements, QuickBooks, Desktop Publishing, Interviews, Business Process, Leadership, Microsoft Excel, System Administration, Finance, Social Networking, Facebook, Marketing, Calendars, Research, Newsletters, Office Administration, Invoicing
Education
University of Phoenix 2008 — 2009
Spectrum Office Solutions January 2011 - Present
Blue Pool Capital February 2010 - January 2013
McGladrey October 2006 - February 2009
Genworth Financial February 2004 - October 2006
Wachovia Securities Financial Network April 2000 - January 2003
Skills
Administrative Support, Customer Relations, Internet, Process Improvement, Online Marketing, Organization, Project Planning, Management, Administrative..., Time Management, Outlook, Budgets, Customer Service, Microsoft Office, Training, Data Entry, Microsoft Word, Office Management, Online Research, Software Documentation, Human Resources, Small Business, Spreadsheets, Call Centers, Event Planning, Travel Arrangements, QuickBooks, Desktop Publishing, Interviews, Business Process, Leadership, Microsoft Excel, System Administration, Finance, Social Networking, Facebook, Marketing, Calendars, Research, Newsletters, Office Administration, Invoicing
Education
University of Phoenix 2008 — 2009
Curtis Best Curtis Best's McGladrey Experience October 2011 - Present
Job International Tax Partner
Industry Accounting
Experience
McGladrey October 2011 - Present
RSMi 2005 - 2013
RSM McGladrey September 2005 - September 2011
Skills
International Tax, Tax, Transfer Pricing, Structuring, International Tax..., Financial Structuring, Tax Advisory, Corporate Tax, Mergers & Acquisitions, Tax Law, Tax Accounting, Income Tax, VAT, Tax Research, Financial Planners, Mergers, Partnership Taxation, CPA, FIN 48, US Tax
Education
University of South Carolina - The Moore School of Business 1991 — 1992
MTAX, Taxation
McGladrey October 2011 - Present
RSMi 2005 - 2013
RSM McGladrey September 2005 - September 2011
Skills
International Tax, Tax, Transfer Pricing, Structuring, International Tax..., Financial Structuring, Tax Advisory, Corporate Tax, Mergers & Acquisitions, Tax Law, Tax Accounting, Income Tax, VAT, Tax Research, Financial Planners, Mergers, Partnership Taxation, CPA, FIN 48, US Tax
Education
University of South Carolina - The Moore School of Business 1991 — 1992
MTAX, Taxation
Matthew Costa, CPA's McGladrey Experience October 2015 - Present
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey October 2015 - Present
McGladrey October 2013 - Present
McGladrey November 2011 - October 2013
The Dovetail Companies April 2010 - September 2011
GunnAllen Financial August 2008 - August 2010
Liberty Tax Service October 2007 - April 2010
Skills
International Tax, Tax Preparation, Tax Returns, Income Tax, Investments, Financial Statements, US GAAP, Budgets, Research, Financial Accounting, Property Management, Teamwork, Finance, Fixed Assets, Partnership Taxation, Internal Controls, ProSystem fx Tax
Education
University of South Carolina - Darla Moore School of Business 2010 — 2011
Masters of Accountancy, Taxation
University of South Carolina-Columbia 2006 — 2010
B.S. Business Admin, Finance & Accounting
McGladrey October 2015 - Present
McGladrey October 2013 - Present
McGladrey November 2011 - October 2013
The Dovetail Companies April 2010 - September 2011
GunnAllen Financial August 2008 - August 2010
Liberty Tax Service October 2007 - April 2010
Skills
International Tax, Tax Preparation, Tax Returns, Income Tax, Investments, Financial Statements, US GAAP, Budgets, Research, Financial Accounting, Property Management, Teamwork, Finance, Fixed Assets, Partnership Taxation, Internal Controls, ProSystem fx Tax
Education
University of South Carolina - Darla Moore School of Business 2010 — 2011
Masters of Accountancy, Taxation
University of South Carolina-Columbia 2006 — 2010
B.S. Business Admin, Finance & Accounting
Tabitha Lockhart, PHR Tabitha Lockhart, PHR's McGladrey Experience December 2014 - June 2015
Job Executive Recruiter at Parker + Lynch (Accounting & Finance) tabitha.lockhart@parkerlynch.com
Industry Human Resources
Experience
Parker and Lynch June 2015 - Present
McGladrey December 2014 - June 2015
Cole and Reed, P.C. August 2008 - November 2014
Robert Half Finance & Accounting July 2004 - July 2008
Southwestern Bank March 2002 - February 2004
Great Plains Coca-Cola February 2000 - March 2002
Castleberry and Assoc. May 1999 - January 2000
Skills
Accounting, Payroll, General Ledger, QuickBooks, Employee Benefits, Auditing, Accounts Payable, Applicant Tracking..., Financial Reporting, Accounts Receivable, College Recruiting, Microsoft Excel, Recruiting, Time Management, PeopleSoft, Management, Talent Acquisition
Education
University of Oklahoma - Price College of Business 1995 — 1999
BBA, Accounting
Parker and Lynch June 2015 - Present
McGladrey December 2014 - June 2015
Cole and Reed, P.C. August 2008 - November 2014
Robert Half Finance & Accounting July 2004 - July 2008
Southwestern Bank March 2002 - February 2004
Great Plains Coca-Cola February 2000 - March 2002
Castleberry and Assoc. May 1999 - January 2000
Skills
Accounting, Payroll, General Ledger, QuickBooks, Employee Benefits, Auditing, Accounts Payable, Applicant Tracking..., Financial Reporting, Accounts Receivable, College Recruiting, Microsoft Excel, Recruiting, Time Management, PeopleSoft, Management, Talent Acquisition
Education
University of Oklahoma - Price College of Business 1995 — 1999
BBA, Accounting
Ayanna Morris Ayanna Morris's McGladrey Experience 1999 - 2009
Job Education Specialist (Teacher)
Industry Education Management
Experience
The Regeneration Project Staffing Solutions August 2014 - Present
General Dynamics Information Technology January 2014 - Present
NAA Life July 2013 - Present
McGladrey 1999 - 2009
McGladrey 1999 - 2009
Skills
Management, Typing, Workforce, Financials, Administartion, Organization, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office, Office Administration, PowerPoint, Outlook, Customer Service, Recruiting, Training, GAAP, Employee Training, Financial Analysis, Auditing, Budgets, Leadership, Program Management, Team Building
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Information Technology
The Regeneration Project Staffing Solutions August 2014 - Present
General Dynamics Information Technology January 2014 - Present
NAA Life July 2013 - Present
McGladrey 1999 - 2009
McGladrey 1999 - 2009
Skills
Management, Typing, Workforce, Financials, Administartion, Organization, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office, Office Administration, PowerPoint, Outlook, Customer Service, Recruiting, Training, GAAP, Employee Training, Financial Analysis, Auditing, Budgets, Leadership, Program Management, Team Building
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Information Technology
Michel Knott Michel Knott's McGladrey Experience November 2011 - April 2012
Job Financial Reporting Accountant at SAIF Corporation
Industry Accounting
Experience
SAIF Corporation January 2014 - Present
Moss Adams LLP June 2012 - Present
McGladrey November 2011 - April 2012
EGGHART July 2007 - September 2009
Skills
Certified Public..., Certified Fraud Examiner, Financial Statement..., Tribal Government, Tribal Gaming, Fraud Detection, Member of AICPA, Budget Monitoring, Financial Analysis, US GAAP, GASB, OMB Circular A-133, Data Mining, CPA, Auditing, Revenue Recognition, Internal Controls
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Science (BS), Accounting
South Salem High School 2000 — 2004
SAIF Corporation January 2014 - Present
Moss Adams LLP June 2012 - Present
McGladrey November 2011 - April 2012
EGGHART July 2007 - September 2009
Skills
Certified Public..., Certified Fraud Examiner, Financial Statement..., Tribal Government, Tribal Gaming, Fraud Detection, Member of AICPA, Budget Monitoring, Financial Analysis, US GAAP, GASB, OMB Circular A-133, Data Mining, CPA, Auditing, Revenue Recognition, Internal Controls
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Bachelor of Science (BS), Accounting
South Salem High School 2000 — 2004
Michelle Vesco, CPA Michelle Vesco, CPA's McGladrey Experience June 2014 - October 2014
Job Tax and Financial Reporting Analyst at RIM Operating, Inc.
Industry Accounting
Experience
RIM Operating, Inc. October 2014 - Present
McGladrey June 2014 - October 2014
McGladrey January 2013 - June 2014
McGladrey January 2012 - April 2012
Professional Maintenance Systems June 2011 - December 2011
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Scripps Mercy Hospital October 2008 - April 2009
Skills
Financial Reporting, Microsoft Excel, Accounting, ProSystem fx Tax, Microsoft Office, Auditing, QuickBooks, Tax, Financial Analysis, Microsoft Word, US GAAP, Financial Accounting, GAAP
Education
University of San Diego 2011 — 2012
Masters of Science Taxation, Taxation
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting
St. Clares
Semester at Sea
RIM Operating, Inc. October 2014 - Present
McGladrey June 2014 - October 2014
McGladrey January 2013 - June 2014
McGladrey January 2012 - April 2012
Professional Maintenance Systems June 2011 - December 2011
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Scripps Mercy Hospital October 2008 - April 2009
Skills
Financial Reporting, Microsoft Excel, Accounting, ProSystem fx Tax, Microsoft Office, Auditing, QuickBooks, Tax, Financial Analysis, Microsoft Word, US GAAP, Financial Accounting, GAAP
Education
University of San Diego 2011 — 2012
Masters of Science Taxation, Taxation
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting
St. Clares
Semester at Sea
Gavin Backos's McGladrey Experience November 2014 - Present
Job Director at McGladrey
Industry Management Consulting
Experience
McGladrey November 2014 - Present
KPMG May 2007 - October 2014
BearingPoint June 2006 - May 2007
Parson Consulting February 2001 - June 2006
PwC Consulting January 1999 - February 2001
International Environmental Management (IEM) May 1998 - January 1999
Skills
Financial Services, Strategy, ERP, Management Consulting, Enterprise Risk..., Management, Finance Transformation, Sarbanes-Oxley Act, Finance, Internal Controls, Business Process..., Financial Reporting, Mergers & Acquisitions, Consulting, Auditing
Education
University of South Africa/Universiteit van Suid-Afrika 1991 — 1994
Bachelor of Accounting Science (BCompt), Accoutnting and Finance
McGladrey November 2014 - Present
KPMG May 2007 - October 2014
BearingPoint June 2006 - May 2007
Parson Consulting February 2001 - June 2006
PwC Consulting January 1999 - February 2001
International Environmental Management (IEM) May 1998 - January 1999
Skills
Financial Services, Strategy, ERP, Management Consulting, Enterprise Risk..., Management, Finance Transformation, Sarbanes-Oxley Act, Finance, Internal Controls, Business Process..., Financial Reporting, Mergers & Acquisitions, Consulting, Auditing
Education
University of South Africa/Universiteit van Suid-Afrika 1991 — 1994
Bachelor of Accounting Science (BCompt), Accoutnting and Finance
Lauren Jentleson's McGladrey Experience September 2015 - Present
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey September 2015 - Present
Villanova Law School Federal Tax Clinic January 2015 - May 2015
United States Bankruptcy Court for the District of Delaware June 2014 - July 2014
McTighe, Weiss & O'Rourke P.C. May 2013 - December 2013
Skills
Legal Research, Legal Writing, Corporate Tax, Income Tax, International Tax, Corporate Law, Public Speaking, Motions, Litigation, Depositions
Education
Villanova University School of Law 2014 — 2019
Master of Laws (LL.M.), Taxation
Villanova University School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Pittsburgh 2008 — 2012
B.A., Communication and Rhetoric, Political Science Minor
Upper Merion Area High School 2004 — 2008
High School Diploma
McGladrey September 2015 - Present
Villanova Law School Federal Tax Clinic January 2015 - May 2015
United States Bankruptcy Court for the District of Delaware June 2014 - July 2014
McTighe, Weiss & O'Rourke P.C. May 2013 - December 2013
Skills
Legal Research, Legal Writing, Corporate Tax, Income Tax, International Tax, Corporate Law, Public Speaking, Motions, Litigation, Depositions
Education
Villanova University School of Law 2014 — 2019
Master of Laws (LL.M.), Taxation
Villanova University School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Pittsburgh 2008 — 2012
B.A., Communication and Rhetoric, Political Science Minor
Upper Merion Area High School 2004 — 2008
High School Diploma
Luann Ferrantelli Brown's McGladrey Experience 1999 - 2006
Job Controller at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 2006 - Present
McGladrey 1999 - 2006
Shook, Hardy & Bacon L.L.P. 1993 - 1999
Skills
Accounting, Microsoft Excel, Financial Reporting, Financial Accounting
Education
University of Saint Mary 1982 — 1986
Bachelor’s Degree, Accounting
Bishop Ward High School 1979 — 1982
High School
CBIZ MHM, LLC October 2006 - Present
McGladrey 1999 - 2006
Shook, Hardy & Bacon L.L.P. 1993 - 1999
Skills
Accounting, Microsoft Excel, Financial Reporting, Financial Accounting
Education
University of Saint Mary 1982 — 1986
Bachelor’s Degree, Accounting
Bishop Ward High School 1979 — 1982
High School
Joe Cataldo's McGladrey Experience October 2014 - Present
Job Partner at McGladreyHelping clients achieve their goals
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey LLP March 2010 - Present
Crowe Horwath LLP October 2005 - December 2009
Crowe Horwath LLP October 2001 - September 2005
Crowe Horwath LLP June 1998 - September 2001
Crowe Horwath LLP May 1995 - May 1998
Crowe Horwath LLP September 1993 - April 1995
Skills
Financial Reporting, Project Management, CPA, Treasury Management, Assurance, Auditing, Recruiting, Financial Accounting, Financial Statements, Management Consulting, Leadership, Banking, Income Tax, Consolidation, Internal Controls, Tax, Business Planning, Business Process..., Revenue Recognition, Tax Returns, Tax Accounting, Financial Analysis, US GAAP, External Audit, Corporate Tax, Internal Audit, Cost Accounting, Private Equity, Financial Audits, Accounts Payable, Manufacturing, Financial Services, Sales, Corporate Finance, Strategic Planning, Finance, Management, Fixed Assets, Risk Assessment, General Ledger, Estate Planning, Strategic Financial..., Business Valuation, Accounting, Risk Management, IT Audit, Process Improvement, Enterprise Risk..., Cash Flow, Managerial Finance
Education
University of Notre Dame 1989 — 1993
Bachelor, Business Administration; Accounting
Marian HS 1985 — 1989
McGladrey October 2014 - Present
McGladrey LLP March 2010 - Present
Crowe Horwath LLP October 2005 - December 2009
Crowe Horwath LLP October 2001 - September 2005
Crowe Horwath LLP June 1998 - September 2001
Crowe Horwath LLP May 1995 - May 1998
Crowe Horwath LLP September 1993 - April 1995
Skills
Financial Reporting, Project Management, CPA, Treasury Management, Assurance, Auditing, Recruiting, Financial Accounting, Financial Statements, Management Consulting, Leadership, Banking, Income Tax, Consolidation, Internal Controls, Tax, Business Planning, Business Process..., Revenue Recognition, Tax Returns, Tax Accounting, Financial Analysis, US GAAP, External Audit, Corporate Tax, Internal Audit, Cost Accounting, Private Equity, Financial Audits, Accounts Payable, Manufacturing, Financial Services, Sales, Corporate Finance, Strategic Planning, Finance, Management, Fixed Assets, Risk Assessment, General Ledger, Estate Planning, Strategic Financial..., Business Valuation, Accounting, Risk Management, IT Audit, Process Improvement, Enterprise Risk..., Cash Flow, Managerial Finance
Education
University of Notre Dame 1989 — 1993
Bachelor, Business Administration; Accounting
Marian HS 1985 — 1989
Beth Sarvela's McGladrey Experience March 2006 - June 2008
Job Compliance Officer at Umpqua Bank
Industry Banking
Experience
Umpqua Bank December 2010 - Present
Umpqua Bank June 2008 - December 2010
McGladrey March 2006 - June 2008
Skills
CRCM, Banking
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Umpqua Bank December 2010 - Present
Umpqua Bank June 2008 - December 2010
McGladrey March 2006 - June 2008
Skills
CRCM, Banking
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Amy Weiler, CPA Amy Weiler, CPA's McGladrey Experience January 2012 - February 2015
Job Controller at Badlands Pawn, Gold, & Jewelry
Industry Accounting
Experience
Badlands Pawn, Gold, & Jewelry February 2015 - Present
McGladrey January 2012 - February 2015
Thurman Comes Foley & Co, LLP July 2010 - December 2011
Eide Bailly LLP January 2009 - April 2009
First Premier Bank August 2005 - February 2008
Skills
Audits of Employee..., Single Audit, Accounting Research, GAAP, Auditing, GASB, Financial Statements, Internal Controls, Not for Profit, Assurance, Tax, US GAAP, Tax Preparation
Education
University of Sioux Falls 2005 — 2009
Bachelor's degree, Accounting
Badlands Pawn, Gold, & Jewelry February 2015 - Present
McGladrey January 2012 - February 2015
Thurman Comes Foley & Co, LLP July 2010 - December 2011
Eide Bailly LLP January 2009 - April 2009
First Premier Bank August 2005 - February 2008
Skills
Audits of Employee..., Single Audit, Accounting Research, GAAP, Auditing, GASB, Financial Statements, Internal Controls, Not for Profit, Assurance, Tax, US GAAP, Tax Preparation
Education
University of Sioux Falls 2005 — 2009
Bachelor's degree, Accounting
Andrew Bloom Andrew Bloom's McGladrey Experience August 2012 - April 2013
Job Summer Associate at Hogan Lovells
Industry Law Practice
Experience
Hogan Lovells May 2015 - July 2015
Hogan Lovells May 2014 - July 2014
McGladrey August 2012 - April 2013
Kappa Alpha Order November 2010 - November 2011
McGladrey June 2011 - August 2011
Seventh Sense Biosystems May 2010 - July 2010
Ziopharm Oncology June 2009 - August 2009
Skills
Analytical Reasoning, Business, Financial Accounting, Analysis, Finance, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Access
Education
University of Virginia School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Richmond - Robins School of Business 2008 — 2012
B.B.A., Accounting, Finance
Oliver Ames High School 2004 — 2008
Hogan Lovells May 2015 - July 2015
Hogan Lovells May 2014 - July 2014
McGladrey August 2012 - April 2013
Kappa Alpha Order November 2010 - November 2011
McGladrey June 2011 - August 2011
Seventh Sense Biosystems May 2010 - July 2010
Ziopharm Oncology June 2009 - August 2009
Skills
Analytical Reasoning, Business, Financial Accounting, Analysis, Finance, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Access
Education
University of Virginia School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Richmond - Robins School of Business 2008 — 2012
B.B.A., Accounting, Finance
Oliver Ames High School 2004 — 2008
Bashana Ditty Bashana Ditty's McGladrey Experience November 2010 - February 2014
Job Finance & Accounting Recruiter at Vaco Helping talented candidates find excellent opportunities for a rewarding career
Industry Staffing and Recruiting
Experience
Vaco February 2014 - Present
McGladrey November 2010 - February 2014
IHA Partnership September 2008 - October 2010
Skills
Accounting, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Controls, Recruiting, Talent Acquisition, Permanent Placement, Temporary Placement, Budgets, US GAAP, Financial Statements, GAAP, Payroll, Tax, Invoicing, Cash Flow, SEC filings, Audit, SEC Filings
Education
University of San Diego 2007 — 2009
BA, Accountancy
Vaco February 2014 - Present
McGladrey November 2010 - February 2014
IHA Partnership September 2008 - October 2010
Skills
Accounting, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Controls, Recruiting, Talent Acquisition, Permanent Placement, Temporary Placement, Budgets, US GAAP, Financial Statements, GAAP, Payroll, Tax, Invoicing, Cash Flow, SEC filings, Audit, SEC Filings
Education
University of San Diego 2007 — 2009
BA, Accountancy
Brian Coughlin's McGladrey Experience September 2014 - Present
Job Senior Associate Transaction Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey September 2014 - Present
KPMG US March 2014 - September 2014
Deloitte September 2011 - February 2014
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master of Accountancy, Accounting
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
McGladrey September 2014 - Present
KPMG US March 2014 - September 2014
Deloitte September 2011 - February 2014
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master of Accountancy, Accounting
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Noël Fallon's McGladrey Experience September 2015 - Present
Job Senior Marketing Associate at McGladrey
Industry Marketing and Advertising
Experience
McGladrey September 2015 - Present
Polsinelli March 2015 - August 2015
Bank of Kansas City November 2014 - March 2015
Bank of Kansas City April 2013 - November 2014
Bank of Kansas City June 2011 - April 2013
Bank of Oklahoma June 2010 - June 2011
Skills
Social Media, Leadership, Banking, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Marketing, Facebook, Event Planning, Microsoft Word, Social Networking, Social Media Marketing, Marketing Communications, Communication, Oral & Written..., Outlook
Education
University of Oklahoma 2006 — 2010
Bachelor of Arts, Communication, History
Jenks High School 2002 — 2006
McGladrey September 2015 - Present
Polsinelli March 2015 - August 2015
Bank of Kansas City November 2014 - March 2015
Bank of Kansas City April 2013 - November 2014
Bank of Kansas City June 2011 - April 2013
Bank of Oklahoma June 2010 - June 2011
Skills
Social Media, Leadership, Banking, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Marketing, Facebook, Event Planning, Microsoft Word, Social Networking, Social Media Marketing, Marketing Communications, Communication, Oral & Written..., Outlook
Education
University of Oklahoma 2006 — 2010
Bachelor of Arts, Communication, History
Jenks High School 2002 — 2006
Christina Oswald, CPA's McGladrey Experience November 2010 - December 2012
Job Senior Internal Auditor at Sony
Industry Accounting
Experience
Sony December 2012 - Present
McGladrey November 2010 - December 2012
Solar Turbines May 2009 - October 2010
Skills
Accounting, Audit, Internal Controls, US GAAP, Financial Accounting, Strategic Planning, Problem Solving, Non-profits, Manufacturing, Revenue Recognition, Variance Analysis, Reconciliation, Accounts Payable, Accounts Receivable, Fixed Assets, Payroll, Accruals, Supervisory Skills, Excel, Word, Microsoft Office, General Ledger, Outlook, Customer Relations, Assurance, CPA, Auditing, Nonprofits, GAAP, Financial Statements, Financial Reporting, Microsoft Excel
Education
University of San Diego 2007 — 2010
Bachelor of Accountancy, Accounting
Semester at Sea
Sony December 2012 - Present
McGladrey November 2010 - December 2012
Solar Turbines May 2009 - October 2010
Skills
Accounting, Audit, Internal Controls, US GAAP, Financial Accounting, Strategic Planning, Problem Solving, Non-profits, Manufacturing, Revenue Recognition, Variance Analysis, Reconciliation, Accounts Payable, Accounts Receivable, Fixed Assets, Payroll, Accruals, Supervisory Skills, Excel, Word, Microsoft Office, General Ledger, Outlook, Customer Relations, Assurance, CPA, Auditing, Nonprofits, GAAP, Financial Statements, Financial Reporting, Microsoft Excel
Education
University of San Diego 2007 — 2010
Bachelor of Accountancy, Accounting
Semester at Sea
Sophie Schamp Sophie Schamp's McGladrey Experience September 2015 - Present
Job Marketing Coordinator at McGladrey
Industry Marketing and Advertising
Experience
McGladrey September 2015 - Present
German Convention Bureau March 2015 - September 2015
Wintershall September 2014 - December 2014
SSP Limited August 2013 - June 2014
Haystac 2009 - 2009
Skills
Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Social Media, English, Politics, Windows, Retail, International Relations, Photoshop, Public Speaking, Economics, German, Marketing, Event Management, Management
Education
The University of Reading 2011 — 2014
BA International Relations and Economics, International relations and economics
St. Leonards College Melbourne 2006 — 2010
International Baccalaureate
The Awty International School Houston 2003 — 2006
McGladrey September 2015 - Present
German Convention Bureau March 2015 - September 2015
Wintershall September 2014 - December 2014
SSP Limited August 2013 - June 2014
Haystac 2009 - 2009
Skills
Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Social Media, English, Politics, Windows, Retail, International Relations, Photoshop, Public Speaking, Economics, German, Marketing, Event Management, Management
Education
The University of Reading 2011 — 2014
BA International Relations and Economics, International relations and economics
St. Leonards College Melbourne 2006 — 2010
International Baccalaureate
The Awty International School Houston 2003 — 2006
Julie Jungman, CPA Julie Jungman, CPA's McGladrey Experience Assurance Services Senior ManagerCole & Reed, P.C.January 2002 - November 2014
Job Assurance Services Director at McGladrey
Industry Accounting
Experience
McGladrey Assurance Services Senior ManagerCole & Reed, P.C.January 2002 - November 2014
Skills
Accounting, GAAP, General Ledger, CPA, Internal Controls, Auditing, Financial Accounting, US GAAP, Financial Analysis, Financial Statements
Education
University of Oklahoma
Bachelor of Accounting
McGladrey Assurance Services Senior ManagerCole & Reed, P.C.January 2002 - November 2014
Skills
Accounting, GAAP, General Ledger, CPA, Internal Controls, Auditing, Financial Accounting, US GAAP, Financial Analysis, Financial Statements
Education
University of Oklahoma
Bachelor of Accounting
Maggie Wooten Maggie Wooten's McGladrey Experience December 2014 - Present
Job Lead Tax Associate at McGladrey, LLP
Industry Accounting
Experience
McGladrey December 2014 - Present
Cole + Reed, PC January 2013 - December 2014
Skills
Accounting, Tax, Financial Accounting, Income Tax, Financial Reporting, Tax Preparation, Corporate Tax, GAAP, Tax Accounting, Microsoft Excel, Internal Controls
Education
University of Oklahoma - Price College of Business 2010 — 2014
Master of Accountancy, Accounting, 3.72
McGladrey December 2014 - Present
Cole + Reed, PC January 2013 - December 2014
Skills
Accounting, Tax, Financial Accounting, Income Tax, Financial Reporting, Tax Preparation, Corporate Tax, GAAP, Tax Accounting, Microsoft Excel, Internal Controls
Education
University of Oklahoma - Price College of Business 2010 — 2014
Master of Accountancy, Accounting, 3.72
Lissa Stolte's McGladrey Experience June 2012 - June 2012
Job Tax Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Mendoza College of Business MBA Admissions August 2011 - May 2014
PwC June 2013 - August 2013
Student International Business Council August 2012 - November 2012
Student International Business Council (SIBC) August 2011 - November 2012
PwC July 2012 - August 2012
McGladrey June 2012 - June 2012
CVS Pharmacy June 2010 - August 2010
Skills
Access, Microsoft Excel, Spanish, Spanish Literature, Customer Service, Finance, Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accountancy
Fundación Ortega y Gasset 2013 — 2013
Spanish Language and Literature
PwC January 2015 - Present
Mendoza College of Business MBA Admissions August 2011 - May 2014
PwC June 2013 - August 2013
Student International Business Council August 2012 - November 2012
Student International Business Council (SIBC) August 2011 - November 2012
PwC July 2012 - August 2012
McGladrey June 2012 - June 2012
CVS Pharmacy June 2010 - August 2010
Skills
Access, Microsoft Excel, Spanish, Spanish Literature, Customer Service, Finance, Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accountancy
Fundación Ortega y Gasset 2013 — 2013
Spanish Language and Literature
Erica Valdez, CPA's McGladrey Experience September 2014 - Present
Job Tax Supervisor, Family Wealth Services at McGladrey
Industry Accounting
Experience
McGladrey September 2014 - Present
McGladrey July 2013 - September 2014
Deloitte Tax LLP September 2010 - July 2013
Deloitte Tax LLP July 2008 - September 2010
Deloitte Tax LLP June 2007 - August 2007
Deloitte Tax LLP June 2006 - August 2006
Dwyer Instruments May 2005 - August 2005
Skills
Personal Tax Planning, Income Tax, Trusts, Investment Partnerships, Tax Accounting, International Tax, Wealth Management, Tax Preparation, Tax Research, Partnerships, Private Foundations, Financial Statements, Tax Law, Tax Advisory, High Net Worth..., CPA
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
M.S.A, Accounting
Saint Mary's College; Notre Dame, Indiana 2003 — 2007
B.B.A., Accounting
McGladrey September 2014 - Present
McGladrey July 2013 - September 2014
Deloitte Tax LLP September 2010 - July 2013
Deloitte Tax LLP July 2008 - September 2010
Deloitte Tax LLP June 2007 - August 2007
Deloitte Tax LLP June 2006 - August 2006
Dwyer Instruments May 2005 - August 2005
Skills
Personal Tax Planning, Income Tax, Trusts, Investment Partnerships, Tax Accounting, International Tax, Wealth Management, Tax Preparation, Tax Research, Partnerships, Private Foundations, Financial Statements, Tax Law, Tax Advisory, High Net Worth..., CPA
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
M.S.A, Accounting
Saint Mary's College; Notre Dame, Indiana 2003 — 2007
B.B.A., Accounting
Joshua Morin, CPA Joshua Morin, CPA's McGladrey Experience December 2012 - December 2014
Job Teaching and advising others on the benefits of evidenced based investing.
Industry Accounting
Experience
Pacific Asset Management, LLC February 2015 - Present
Cox & Lucy CPAs December 2014 - Present
McGladrey December 2012 - December 2014
Rhodes & Associates, PLLC January 2010 - December 2012
Pauly, Rogers & Co., PC July 2007 - January 2010
Skills
CPA, GAAP, Internal Controls, Auditing, US GAAP, Eagle Scout, Financial Statements, Assurance, Accounting, Financial Accounting, General Ledger, Tax Preparation, Tax, Financial Reporting, Partnership Taxation, Income Tax, External Audit, Tax Returns, Account Reconciliation, QuickBooks, Internal Audit, S Corporations, Corporate Tax, Financial Analysis, Audits of Employee..., Finance, Bookkeeping, Tax Accounting, Revenue Recognition, Fixed Assets, Tax Research, ProSystem fx Tax
Education
University of Portland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pacific Asset Management, LLC February 2015 - Present
Cox & Lucy CPAs December 2014 - Present
McGladrey December 2012 - December 2014
Rhodes & Associates, PLLC January 2010 - December 2012
Pauly, Rogers & Co., PC July 2007 - January 2010
Skills
CPA, GAAP, Internal Controls, Auditing, US GAAP, Eagle Scout, Financial Statements, Assurance, Accounting, Financial Accounting, General Ledger, Tax Preparation, Tax, Financial Reporting, Partnership Taxation, Income Tax, External Audit, Tax Returns, Account Reconciliation, QuickBooks, Internal Audit, S Corporations, Corporate Tax, Financial Analysis, Audits of Employee..., Finance, Bookkeeping, Tax Accounting, Revenue Recognition, Fixed Assets, Tax Research, ProSystem fx Tax
Education
University of Portland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sara Servey (Darling)'s McGladrey Experience September 2007 - Present
Job Project ManagerLOB/Regional, Nonprofit Services Team @ McGladrey / Lifestyle Development Coach
Industry Accounting
Experience
McGladrey September 2007 - Present
J&S Enterprises via Leadership Team Development June 2006 - Present
Bradford Family Center January 2007 - August 2007
Beacon Light Behavioral Heath Systems February 2006 - August 2007
Skills
Microsoft Excel, Data Entry, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Leadership, Data Analysis, Government, Community Outreach, Public Relations, Leadership Development, Training, Public Speaking, Policy, Management, Project Management, Marketing, Proposal Writing, Coaching, Time Management, Fundraising, Entrepreneurship, Organizational..., Analysis, Human Resources, Budgets, Team Leadership, Highly motivated..., Strategic Thinker, Highly Organized &..., Desire for challenges, Solution oriented, Exceptional People..., Employee Orientations, Intranet Management, National Conference..., Strong computer skills, Multi-task & Handle..., Close Attention to..., Written & Oral..., Management Consulting, Strategic Thinking
Education
Dr. John Maxwell - Maximize Your Leadership 2008 — 2015
Organizational Leadership
Leadership Team Development 2006 — 2015
Leadership & Team Development
University of Pittsburgh 2002 — 2006
BA, Administration of Justice
Youngsville Middle/Senior High School 1997 — 2002
McGladrey September 2007 - Present
J&S Enterprises via Leadership Team Development June 2006 - Present
Bradford Family Center January 2007 - August 2007
Beacon Light Behavioral Heath Systems February 2006 - August 2007
Skills
Microsoft Excel, Data Entry, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Leadership, Data Analysis, Government, Community Outreach, Public Relations, Leadership Development, Training, Public Speaking, Policy, Management, Project Management, Marketing, Proposal Writing, Coaching, Time Management, Fundraising, Entrepreneurship, Organizational..., Analysis, Human Resources, Budgets, Team Leadership, Highly motivated..., Strategic Thinker, Highly Organized &..., Desire for challenges, Solution oriented, Exceptional People..., Employee Orientations, Intranet Management, National Conference..., Strong computer skills, Multi-task & Handle..., Close Attention to..., Written & Oral..., Management Consulting, Strategic Thinking
Education
Dr. John Maxwell - Maximize Your Leadership 2008 — 2015
Organizational Leadership
Leadership Team Development 2006 — 2015
Leadership & Team Development
University of Pittsburgh 2002 — 2006
BA, Administration of Justice
Youngsville Middle/Senior High School 1997 — 2002
Lisa Parkman Lisa Parkman's McGladrey Experience December 2014 - Present
Job Administration at McGladrey LLP
Industry Human Resources
Experience
McGladrey December 2014 - Present
Cole + Reed, PC June 2002 - November 2014
Arthur Andersen & Co. August 1990 - May 2002
Skills
Employee Benefits, Employment Law..., Firm Administration, Strategic Human..., Management, Human Resources, Payroll, Accounting, ADP Payroll, Onboarding, PeopleSoft, Performance Management, Accounts Payable, Employee Relations, Personnel Management, College Recruiting, Leadership, FMLA, HRIS, Recruiting, Workforce Planning, Talent Acquisition, Auditing, CRM, Employee Engagement, QuickBooks, Talent Management, Deferred Compensation, New Hire Orientations, Conflict Resolution, Accounts Receivable, Training, Benefits Administration, HR Policies, Succession Planning, HR Consulting, Applicant Tracking..., Job Fairs
Education
University of Oklahoma 1975 — 1977
Business
McGladrey December 2014 - Present
Cole + Reed, PC June 2002 - November 2014
Arthur Andersen & Co. August 1990 - May 2002
Skills
Employee Benefits, Employment Law..., Firm Administration, Strategic Human..., Management, Human Resources, Payroll, Accounting, ADP Payroll, Onboarding, PeopleSoft, Performance Management, Accounts Payable, Employee Relations, Personnel Management, College Recruiting, Leadership, FMLA, HRIS, Recruiting, Workforce Planning, Talent Acquisition, Auditing, CRM, Employee Engagement, QuickBooks, Talent Management, Deferred Compensation, New Hire Orientations, Conflict Resolution, Accounts Receivable, Training, Benefits Administration, HR Policies, Succession Planning, HR Consulting, Applicant Tracking..., Job Fairs
Education
University of Oklahoma 1975 — 1977
Business
Daniel Colombo Daniel Colombo's McGladrey Experience June 2013 - August 2013
Job Audit Intern at McGladrey
Industry Accounting
Experience
McGladrey June 2013 - August 2013
Sacks Exhibits May 2012 - August 2012
Skills
Audits of Employee..., Auditing, Microsoft Excel, Caseware, Microsoft Office, Accounting
Education
University of San Diego
Master of Science in Accountancy, Accounting
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting
Andover High School 2007 — 2010
McGladrey June 2013 - August 2013
Sacks Exhibits May 2012 - August 2012
Skills
Audits of Employee..., Auditing, Microsoft Excel, Caseware, Microsoft Office, Accounting
Education
University of San Diego
Master of Science in Accountancy, Accounting
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting
Andover High School 2007 — 2010
Scott Piwowarczyk Scott Piwowarczyk's McGladrey Experience September 2015 - Present
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey September 2015 - Present
CliftonLarsonAllen August 2012 - August 2015
Visiting Homecare Service of Ocean County, NJ June 2011 - August 2011
South Carolina Office of the State Treasurer September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Time Management, Financial Analysis, Auditing, Financial Statements, Financial Reporting, Analytical Skills, Project Management
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration, Accounting
McGladrey September 2015 - Present
CliftonLarsonAllen August 2012 - August 2015
Visiting Homecare Service of Ocean County, NJ June 2011 - August 2011
South Carolina Office of the State Treasurer September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Accounting, Time Management, Financial Analysis, Auditing, Financial Statements, Financial Reporting, Analytical Skills, Project Management
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science, Business Administration, Accounting
Brittany Kessler Brittany Kessler's McGladrey Experience July 2015 - Present
Job Senior Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
Baker Tilly Virchow Krause, LLP September 2013 - June 2015
Joseph M. Katz Graduate School of Business at the Univeristy of Pittsburgh August 2012 - April 2013
B PREMIUM May 2011 - August 2011
Aeropostale November 2006 - August 2010
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2013
Master of Science, Accounting
University of Pittsburgh, College of Business Administration 2012 — 2013
Bachelor of Science, Business Administration; Accounting
University of Pittsburgh-Greensburg
McGladrey July 2015 - Present
Baker Tilly Virchow Krause, LLP September 2013 - June 2015
Joseph M. Katz Graduate School of Business at the Univeristy of Pittsburgh August 2012 - April 2013
B PREMIUM May 2011 - August 2011
Aeropostale November 2006 - August 2010
Skills
Facebook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2013
Master of Science, Accounting
University of Pittsburgh, College of Business Administration 2012 — 2013
Bachelor of Science, Business Administration; Accounting
University of Pittsburgh-Greensburg
Chris Boros, CPA Chris Boros, CPA's McGladrey Experience January 2011 - April 2014
Job Senior Associate at PwC
Industry Accounting
Experience
PwC March 2015 - Present
The Backplane April 2014 - February 2015
McGladrey January 2011 - April 2014
Boros & Farrington February 2009 - December 2010
Skills
General Ledger, Accounting, SOX 404, US GAAP reporting, GAAS, Financial Reporting, External Audit, Internal Controls, Account Reconciliation, CPA, Financial Analysis, Tax, GAAP, Accounts Receivable, Financial Accounting, Auditing, Journal Entries, Financial Statements, Fixed Assets
Education
University of San Diego 2004 — 2008
Bachelor of Accountancy
Rancho Bernardo High School
PwC March 2015 - Present
The Backplane April 2014 - February 2015
McGladrey January 2011 - April 2014
Boros & Farrington February 2009 - December 2010
Skills
General Ledger, Accounting, SOX 404, US GAAP reporting, GAAS, Financial Reporting, External Audit, Internal Controls, Account Reconciliation, CPA, Financial Analysis, Tax, GAAP, Accounts Receivable, Financial Accounting, Auditing, Journal Entries, Financial Statements, Fixed Assets
Education
University of San Diego 2004 — 2008
Bachelor of Accountancy
Rancho Bernardo High School
Brian Riordan, CPA Brian Riordan, CPA's McGladrey Experience 2014 - Present
Job McGladrey LLP
Industry Accounting
Experience
McGladrey 2014 - Present
Education
University of South Carolina - Darla Moore School of Business
Master of Science Taxation, Taxation/Accounting
McGladrey 2014 - Present
Education
University of South Carolina - Darla Moore School of Business
Master of Science Taxation, Taxation/Accounting
Nick Kleifges Nick Kleifges's McGladrey Experience June 2013 - August 2013
Job Assurance at PwC
Industry Accounting
Experience
PwC January 2014 - Present
Scott & Company January 2013 - December 2013
McGladrey June 2013 - August 2013
Skills
Assurance, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Analysis, Tax Preparation, PowerPoint
Education
University of South Carolina - The Moore School of Business
PwC January 2014 - Present
Scott & Company January 2013 - December 2013
McGladrey June 2013 - August 2013
Skills
Assurance, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Analysis, Tax Preparation, PowerPoint
Education
University of South Carolina - The Moore School of Business
Chris Fallon's McGladrey Experience January 2011 - April 2011
Job Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2014 - Present
CNA Insurance January 2014 - September 2014
BDO USA, LLP October 2012 - January 2014
McGladrey January 2011 - April 2011
PepsiCo May 2010 - August 2010
Best Buy August 2006 - August 2008
Skills
CPA
Education
University of Notre Dame 2011 — 2012
Masters, Accounting
University of Iowa 2007 — 2011
Bachelors, Accounting
BDO USA, LLP October 2014 - Present
CNA Insurance January 2014 - September 2014
BDO USA, LLP October 2012 - January 2014
McGladrey January 2011 - April 2011
PepsiCo May 2010 - August 2010
Best Buy August 2006 - August 2008
Skills
CPA
Education
University of Notre Dame 2011 — 2012
Masters, Accounting
University of Iowa 2007 — 2011
Bachelors, Accounting
David Bligh, CFE, CPA's McGladrey Experience June 2008 - August 2008
Job Vice President at AlixPartners
Industry Accounting
Experience
AlixPartners December 2012 - Present
Ernst & Young October 2009 - November 2012
University of Richmond January 2008 - May 2009
McGladrey June 2008 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Financial Analysis, Non-profits, Internal Controls, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Microsoft Office, Analysis, Access, Assurance, Finance, Leadership, GAAP, US GAAP, Due Diligence, Sarbanes-Oxley Act, Valuation, CPA, Management, Research
Education
University of Richmond - Robins School of Business 2005 — 2009
Degree: Bachelor of Science, Business Administration; Accounting and Business Administration; Management, German Studies
WU (Vienna University of Economics and Business) 2007 — 2007
Business Administration
Ridgefield High School 2001 — 2005
AlixPartners December 2012 - Present
Ernst & Young October 2009 - November 2012
University of Richmond January 2008 - May 2009
McGladrey June 2008 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Financial Analysis, Non-profits, Internal Controls, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Microsoft Office, Analysis, Access, Assurance, Finance, Leadership, GAAP, US GAAP, Due Diligence, Sarbanes-Oxley Act, Valuation, CPA, Management, Research
Education
University of Richmond - Robins School of Business 2005 — 2009
Degree: Bachelor of Science, Business Administration; Accounting and Business Administration; Management, German Studies
WU (Vienna University of Economics and Business) 2007 — 2007
Business Administration
Ridgefield High School 2001 — 2005
Kathy (Koranda) Gruber's McGladrey Experience October 2012 - Present
Job Senior Lease Consultant at McGladrey
Industry Real Estate
Experience
McGladrey October 2012 - Present
McGladrey October 2010 - September 2012
RSM McGladrey December 2006 - September 2010
Skills
Leases, Real Estate, Corporate Real Estate, Commercial Real Estate, Microsoft Excel, Microsoft Office, Retail, Due Diligence, Lease Admini, Lease Audit, Lease Abstraction, Lease Administration, Real Estate Development, Real Estate Economics
Education
University of Notre Dame 2001 — 2005
Bachelor, Political Science
McGladrey October 2012 - Present
McGladrey October 2010 - September 2012
RSM McGladrey December 2006 - September 2010
Skills
Leases, Real Estate, Corporate Real Estate, Commercial Real Estate, Microsoft Excel, Microsoft Office, Retail, Due Diligence, Lease Admini, Lease Audit, Lease Abstraction, Lease Administration, Real Estate Development, Real Estate Economics
Education
University of Notre Dame 2001 — 2005
Bachelor, Political Science
Kelly Loughney's McGladrey Experience January 2015 - Present
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2015 - Present
Farkouh, Furman & Faccio October 2013 - June 2014
EisnerAmper LLP January 2011 - April 2013
Rothstein Kass October 2007 - July 2010
Skills
GAAP, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Statements, Internal Audit, Financial Audits, Fund Accounting, Financial Analysis, Fund Of Funds, Hedge Funds, Due Diligence, Valuation, US GAAP, Account Reconciliation
Education
University of Scranton 2003 — 2007
B.S, Accounting
McGladrey January 2015 - Present
Farkouh, Furman & Faccio October 2013 - June 2014
EisnerAmper LLP January 2011 - April 2013
Rothstein Kass October 2007 - July 2010
Skills
GAAP, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Statements, Internal Audit, Financial Audits, Fund Accounting, Financial Analysis, Fund Of Funds, Hedge Funds, Due Diligence, Valuation, US GAAP, Account Reconciliation
Education
University of Scranton 2003 — 2007
B.S, Accounting
Frankie Hajj's McGladrey Experience November 2009 - January 2014
Job Senior Accountant at Intuit
Industry Accounting
Experience
Intuit January 2014 - Present
McGladrey November 2009 - January 2014
McGladrey & Pullen June 2008 - August 2008
Solar Turbines October 2007 - May 2008
University of San Diego September 2006 - May 2007
Skills
US GAAP, Financial Statements, Accounting, Auditing, External Audit, Internal Controls, Financial Reporting, Financial Accounting, Finance, Assurance, GAAP, Financial Analysis, SEC filings, Financial Modeling, Revenue Recognition, Budgets, General Ledger, Forecasting, Cost Accounting, Variance Analysis, Account Reconciliation, Sarbanes-Oxley Act, CPA, International Accounting
Education
University of San Diego 2005 — 2009
BAcc, Accounting
Intuit January 2014 - Present
McGladrey November 2009 - January 2014
McGladrey & Pullen June 2008 - August 2008
Solar Turbines October 2007 - May 2008
University of San Diego September 2006 - May 2007
Skills
US GAAP, Financial Statements, Accounting, Auditing, External Audit, Internal Controls, Financial Reporting, Financial Accounting, Finance, Assurance, GAAP, Financial Analysis, SEC filings, Financial Modeling, Revenue Recognition, Budgets, General Ledger, Forecasting, Cost Accounting, Variance Analysis, Account Reconciliation, Sarbanes-Oxley Act, CPA, International Accounting
Education
University of San Diego 2005 — 2009
BAcc, Accounting
Jermaine Smith, CAMS Jermaine Smith, CAMS's McGladrey Experience AML/BSA Consulting SupervisorMcGladrey2015 - Present
Job Consulting Supervisor at McGladrey
Industry Banking
Experience
McGladrey AML/BSA Consulting SupervisorMcGladrey2015 - Present
Protiviti April 2014 - January 2015
Bank of America March 2010 - April 2014
Wachovia, A Wells Fargo Company September 2007 - February 2010
Skills
Quility Assurance, AML Expertise, Internal Audit, Job Coaching, Cross-functional Team..., Bank Secrecy Act, AML, Financial Risk, Training, Fraud, Quality Assurance, Analysis, Auditing, Financial Services, Anti Money Laundering, Microsoft Office, Banking, Customer Service, Risk Management
Education
University of Phoenix
Master's degree, Criminal Justice/Homeland Security
University of Phoenix 2010 — 2012
Bachelor of Arts (B.A.), Communications Marketing and Sales
McGladrey AML/BSA Consulting SupervisorMcGladrey2015 - Present
Protiviti April 2014 - January 2015
Bank of America March 2010 - April 2014
Wachovia, A Wells Fargo Company September 2007 - February 2010
Skills
Quility Assurance, AML Expertise, Internal Audit, Job Coaching, Cross-functional Team..., Bank Secrecy Act, AML, Financial Risk, Training, Fraud, Quality Assurance, Analysis, Auditing, Financial Services, Anti Money Laundering, Microsoft Office, Banking, Customer Service, Risk Management
Education
University of Phoenix
Master's degree, Criminal Justice/Homeland Security
University of Phoenix 2010 — 2012
Bachelor of Arts (B.A.), Communications Marketing and Sales
Amanda Lockwood Crouch, SPHR's McGladrey Experience October 2014 - Present
Job HR Manager at McGladrey
Industry Human Resources
Experience
McGladrey October 2014 - Present
McGladrey September 2012 - October 2014
Grant Thornton, LLP November 2006 - July 2009
Compensation Solutions 2006 - 2006
Konica Minolta Photo Imaging 2002 - 2006
CNBC 2000 - 2001
Skills
Onboarding, Employee Relations, Deferred Compensation, HRIS, Recruiting, Performance Management, Talent Management, Talent Acquisition, Employee Engagement, Applicant Tracking..., Organizational Design, Organizational...
Education
University of Richmond 1996 — 2000
Bachelor of Arts (B.A.), Sociology
McGladrey October 2014 - Present
McGladrey September 2012 - October 2014
Grant Thornton, LLP November 2006 - July 2009
Compensation Solutions 2006 - 2006
Konica Minolta Photo Imaging 2002 - 2006
CNBC 2000 - 2001
Skills
Onboarding, Employee Relations, Deferred Compensation, HRIS, Recruiting, Performance Management, Talent Management, Talent Acquisition, Employee Engagement, Applicant Tracking..., Organizational Design, Organizational...
Education
University of Richmond 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Elizabeth (Liz) Boyd, CPA's McGladrey Experience August 2006 - January 2011
Job Senior Associate at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants December 2013 - Present
Schmidt Westergard & Company, PLLC January 2011 - November 2013
McGladrey August 2006 - January 2011
Valentine & Bond, Ltd. November 2005 - July 2006
Valentine & Bond, Ltd. May 2001 - October 2005
Valentine & Bond, Ltd. June 1997 - April 2001
Skills
Tax, Tax Research, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Returns, S Corporations, QuickBooks, Fixed Assets, Tax Advisory, US Tax
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Accounting
LevitZacks Certified Public Accountants December 2013 - Present
Schmidt Westergard & Company, PLLC January 2011 - November 2013
McGladrey August 2006 - January 2011
Valentine & Bond, Ltd. November 2005 - July 2006
Valentine & Bond, Ltd. May 2001 - October 2005
Valentine & Bond, Ltd. June 1997 - April 2001
Skills
Tax, Tax Research, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting, Tax Returns, S Corporations, QuickBooks, Fixed Assets, Tax Advisory, US Tax
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Accounting
Jenna Fiorito's McGladrey Experience March 2014 - Present
Job Director at McGladrey
Industry Financial Services
Experience
McGladrey March 2014 - Present
WASHINGTON WOMEN’S LEADERSHIP INITIATIVE - WWLI.org April 2013 - Present
Time Warner Cable May 2006 - May 2013
Time Warner Cable October 2010 - November 2011
Time Warner Cable 2006 - November 2011
Sun Microsystems 2004 - 2006
AOL Time Warner 2001 - 2003
AOL Time Warner 2000 - 2001
Verizon Wireless (Previously Bell Atlantic Mobile) 1990 - 2000
Courtyard by Marriott 1986 - 1990
Skills
Customer Acquisition, conversational Spanish, Wireless, Wireless Broadband, Channel Management, Channel Marketing, Channel Partners, Channel Programs, Channel Creation, New Business Development, Channel, Multi-channel Marketing, Business Development, Product Marketing, Mobile Devices, Strategy, Enterprise Software, Program Management, Telecommunications, Professional Services, Management, Integration, Strategic Partnerships, Leadership, Multi-media Marketing..., Direct Sales, Executive Management, Product Management, Mergers & Acquisitions, Cross-functional Team..., Go-to-market Strategy, Marketing, Marketing Communications, SaaS, Competitive Analysis, Business Alliances, Sales, Segmentation, Start-ups, Solution Selling, Vendor Management, CRM, Mobile Technology, Customer Retention, Analytics, Market Planning, Salesforce.com, Broadband, Product Launch, Customer Experience
Education
University of Phoenix
Bachelor of Science, Business Administration
McGladrey March 2014 - Present
WASHINGTON WOMEN’S LEADERSHIP INITIATIVE - WWLI.org April 2013 - Present
Time Warner Cable May 2006 - May 2013
Time Warner Cable October 2010 - November 2011
Time Warner Cable 2006 - November 2011
Sun Microsystems 2004 - 2006
AOL Time Warner 2001 - 2003
AOL Time Warner 2000 - 2001
Verizon Wireless (Previously Bell Atlantic Mobile) 1990 - 2000
Courtyard by Marriott 1986 - 1990
Skills
Customer Acquisition, conversational Spanish, Wireless, Wireless Broadband, Channel Management, Channel Marketing, Channel Partners, Channel Programs, Channel Creation, New Business Development, Channel, Multi-channel Marketing, Business Development, Product Marketing, Mobile Devices, Strategy, Enterprise Software, Program Management, Telecommunications, Professional Services, Management, Integration, Strategic Partnerships, Leadership, Multi-media Marketing..., Direct Sales, Executive Management, Product Management, Mergers & Acquisitions, Cross-functional Team..., Go-to-market Strategy, Marketing, Marketing Communications, SaaS, Competitive Analysis, Business Alliances, Sales, Segmentation, Start-ups, Solution Selling, Vendor Management, CRM, Mobile Technology, Customer Retention, Analytics, Market Planning, Salesforce.com, Broadband, Product Launch, Customer Experience
Education
University of Phoenix
Bachelor of Science, Business Administration
Jim Salmons, CPA's McGladrey Experience December 2014 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Cole + Reed, PC September 2008 - November 2014
Skills
Construction Accounting, Auditing, Financial Reporting, Manufacturing, Income Tax, Internal Controls, Compliance, GAAP, Mergers, Strategic Planning, Due Diligence, CPA, General Ledger, Financial Statements, Tax Accounting, Corporate Tax, Accounting, Tax, US GAAP, Financial Accounting, Financial Audits, SEC filings, External Audit, Mergers & Acquisitions, Internal Audit, Account Reconciliation, SEC Filings, Sarbanes-Oxley Act
Education
University of Oklahoma 1985 — 1989
Bachelor's Degree, Accounting
McGladrey December 2014 - Present
Cole + Reed, PC September 2008 - November 2014
Skills
Construction Accounting, Auditing, Financial Reporting, Manufacturing, Income Tax, Internal Controls, Compliance, GAAP, Mergers, Strategic Planning, Due Diligence, CPA, General Ledger, Financial Statements, Tax Accounting, Corporate Tax, Accounting, Tax, US GAAP, Financial Accounting, Financial Audits, SEC filings, External Audit, Mergers & Acquisitions, Internal Audit, Account Reconciliation, SEC Filings, Sarbanes-Oxley Act
Education
University of Oklahoma 1985 — 1989
Bachelor's Degree, Accounting
Jon Epes's McGladrey Experience September 2004 - July 2013
Job Senior Accountant, Financial Reporting and Compliance at California State University San Marcos
Industry Accounting
Experience
California State University San Marcos July 2013 - Present
McGladrey September 2004 - July 2013
Skills
GAAP, US GAAP, CPA, Auditing, Accounting, Financial Reporting, Assurance, Financial Accounting, Financial Analysis, Revenue Recognition, Internal Controls, SEC filings, Sarbanes-Oxley Act, General Ledger, Sports, Financial Statements
Education
University of San Diego 2000 — 2004
Bachelor of Accountancy, Accounting
California State University San Marcos July 2013 - Present
McGladrey September 2004 - July 2013
Skills
GAAP, US GAAP, CPA, Auditing, Accounting, Financial Reporting, Assurance, Financial Accounting, Financial Analysis, Revenue Recognition, Internal Controls, SEC filings, Sarbanes-Oxley Act, General Ledger, Sports, Financial Statements
Education
University of San Diego 2000 — 2004
Bachelor of Accountancy, Accounting
Gabrielle Nader's McGladrey Experience November 2010 - Present
Job at McGladrey
Industry Human Resources
Experience
McGladrey November 2010 - Present
Marcum & Kliegman LLP August 2007 - October 2010
Skills
QuickBooks, Accounting, Auditing, Human Resources, Recruiting, Talent Acquisition, Human Resource Planning, PeopleSoft, Talent Management, Scheduling Management, Employee Benefits, Onboarding, Employee Relations, College Recruiting, Entry-level
Education
University of Richmond - Robins School of Business 2002 — 2006
BS, Accounting
McGladrey November 2010 - Present
Marcum & Kliegman LLP August 2007 - October 2010
Skills
QuickBooks, Accounting, Auditing, Human Resources, Recruiting, Talent Acquisition, Human Resource Planning, PeopleSoft, Talent Management, Scheduling Management, Employee Benefits, Onboarding, Employee Relations, College Recruiting, Entry-level
Education
University of Richmond - Robins School of Business 2002 — 2006
BS, Accounting
Katrina Cockerham's McGladrey Experience 1999 - 2002
Job Senior Financial Analyst at Allegacy Federal Credit Union
Industry Insurance
Experience
Triad Guaranty Portfolio Analyst IITGIC2006 - 2008
RMIC 2002 - 2005
McGladrey 1999 - 2002
Education
University of Rochester 1993 — 1997
Triad Guaranty Portfolio Analyst IITGIC2006 - 2008
RMIC 2002 - 2005
McGladrey 1999 - 2002
Education
University of Rochester 1993 — 1997
Natalie Robnett, CPA's McGladrey Experience October 2014 - Present
Job Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2013 - September 2014
McGladrey October 2011 - September 2013
McGladrey November 2009 - September 2011
University of Notre Dame August 2008 - May 2009
McGladrey June 2008 - July 2008
Cedar Point Amusement Park May 2007 - August 2007
Skills
GAAP, Internal Controls, External Audit, US GAAP, Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Assurance, Financial Statements
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master's degree, Accounting
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey October 2014 - Present
McGladrey October 2013 - September 2014
McGladrey October 2011 - September 2013
McGladrey November 2009 - September 2011
University of Notre Dame August 2008 - May 2009
McGladrey June 2008 - July 2008
Cedar Point Amusement Park May 2007 - August 2007
Skills
GAAP, Internal Controls, External Audit, US GAAP, Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Assurance, Financial Statements
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master's degree, Accounting
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Julie Houle's McGladrey Experience July 2010 - Present
Job Partner at McGladrey
Industry Accounting
Experience
McGladrey July 2010 - Present
Caturano and Company September 2002 - August 2010
Arthur Andersen LLP 1996 - 2002
Skills
Accounting, Auditing, SEC filings, CPA, GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Reporting
Education
University of Notre Dame 1992 — 1996
Bachelor of Science, Accounting
Notre Dame Academy 1988 — 1992
McGladrey July 2010 - Present
Caturano and Company September 2002 - August 2010
Arthur Andersen LLP 1996 - 2002
Skills
Accounting, Auditing, SEC filings, CPA, GAAP, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Financial Reporting
Education
University of Notre Dame 1992 — 1996
Bachelor of Science, Accounting
Notre Dame Academy 1988 — 1992
Valentine Mushayakarara, CPA's McGladrey Experience October 2006 - Present
Job Supervisor at RSM McGladrey
Industry Accounting
Experience
McGladrey October 2006 - Present
Meikles Africa Limited April 2002 - September 2006
Deloitte January 1998 - March 2002
Skills
Auditing, Financial Accounting, Financial Statements, IFRS, US GAAP reporting, Budget Forecasts, Treasury Management, Internal Audit, External Audit
Education
University of Ottawa / Université d'Ottawa
Bachelor of Commerce (Honours), Finance and Marketing
Valentine Mushayakarara
McGladrey October 2006 - Present
Meikles Africa Limited April 2002 - September 2006
Deloitte January 1998 - March 2002
Skills
Auditing, Financial Accounting, Financial Statements, IFRS, US GAAP reporting, Budget Forecasts, Treasury Management, Internal Audit, External Audit
Education
University of Ottawa / Université d'Ottawa
Bachelor of Commerce (Honours), Finance and Marketing
Valentine Mushayakarara
Gregory Doran's McGladrey Experience January 2014 - Present
Job Financial Reporting Manager at McKesson MedicalSurgical
Industry Accounting
Experience
McKesson Medical-Surgical June 2014 - Present
McGladrey January 2014 - Present
McGladrey November 2010 - December 2013
Hantzmon Wiebel, LLP August 2009 - November 2010
Dixon Hughes Goodman LLP 2007 - 2009
PwC 2004 - 2006
Watkins Meegan LLC 2002 - 2004
Skills
Auditing, GAAP, Assurance, CPA, Financial Analysis
Education
University of Richmond 1994 — 1998
B.S.B.A, Accounting
McKesson Medical-Surgical June 2014 - Present
McGladrey January 2014 - Present
McGladrey November 2010 - December 2013
Hantzmon Wiebel, LLP August 2009 - November 2010
Dixon Hughes Goodman LLP 2007 - 2009
PwC 2004 - 2006
Watkins Meegan LLC 2002 - 2004
Skills
Auditing, GAAP, Assurance, CPA, Financial Analysis
Education
University of Richmond 1994 — 1998
B.S.B.A, Accounting
Kesh Iyer's McGladrey Experience March 2006 - Present
Job Principal at McGladrey Experienced Valuation Specialist and Consultant.
Industry Accounting
Experience
McGladrey March 2006 - Present
Aronson LLC October 2004 - February 2006
Reznick Group April 2003 - September 2004
Deloitte August 1997 - February 2003
Skills
Business Valuation, Mergers, Private Equity, Financial Reporting, Valuation, Analysis, Securities, Financial Modeling, Tax, Mergers & Acquisitions, Due Diligence, Financial Analysis, Equities, Internal Controls, Management Consulting
Education
University of South Carolina - The Moore School of Business
International Master of Business Administration (IMBA), Finance
University of South Carolina-Columbia
Master of Science (MS), Marketing / Integrated Marketing Communications
University of Bombay
Bachelor of Engineering (BE), Electrical and Computer Engineering
McGladrey March 2006 - Present
Aronson LLC October 2004 - February 2006
Reznick Group April 2003 - September 2004
Deloitte August 1997 - February 2003
Skills
Business Valuation, Mergers, Private Equity, Financial Reporting, Valuation, Analysis, Securities, Financial Modeling, Tax, Mergers & Acquisitions, Due Diligence, Financial Analysis, Equities, Internal Controls, Management Consulting
Education
University of South Carolina - The Moore School of Business
International Master of Business Administration (IMBA), Finance
University of South Carolina-Columbia
Master of Science (MS), Marketing / Integrated Marketing Communications
University of Bombay
Bachelor of Engineering (BE), Electrical and Computer Engineering
Paul Jess's McGladrey Experience February 2013 - Present
Job Technology Solutions Supervisor | VMware | VMware Horizon View | Storage Area Networks | Infrastructure Assessments
Industry Computer Software
Experience
McGladrey February 2013 - Present
Loffler Companies June 2011 - February 2013
Minnesota Wild September 2008 - June 2011
Gyrus ACMI February 2006 - September 2008
URS Corporation January 2003 - February 2007
ORCO Construction Supply September 1990 - January 2000
Skills
VMware, Windows Server, Active Directory, SAN, Storage, Servers, Storage Area Networks, Microsoft SQL Server, DNS, Cisco Technologies, Virtualization, Hyper-V, Windows, SQL Server, SQL, Data Center, Computer Hardware, Cisco UCS, NetApp Accredited Sales..., VMware Certified..., VMware ESX, VMware View, NetApp, compellent, DHCP, vSphere, High Availability, Hardware, Group Policy, VDI, Backup Exec, LAN-WAN, Software Installation, Storage Solutions, Backup Solutions, VMware Infrastructure, Microsoft Servers, Infrastructure, Disaster Recovery, Fibre Channel, Pre-sales, HP Server Hardware, Network Administration, iSCSI, 2008 R2, Atlantis ILIO
Education
University of Phoenix 1997 — 2001
BS, Information Technology
McGladrey February 2013 - Present
Loffler Companies June 2011 - February 2013
Minnesota Wild September 2008 - June 2011
Gyrus ACMI February 2006 - September 2008
URS Corporation January 2003 - February 2007
ORCO Construction Supply September 1990 - January 2000
Skills
VMware, Windows Server, Active Directory, SAN, Storage, Servers, Storage Area Networks, Microsoft SQL Server, DNS, Cisco Technologies, Virtualization, Hyper-V, Windows, SQL Server, SQL, Data Center, Computer Hardware, Cisco UCS, NetApp Accredited Sales..., VMware Certified..., VMware ESX, VMware View, NetApp, compellent, DHCP, vSphere, High Availability, Hardware, Group Policy, VDI, Backup Exec, LAN-WAN, Software Installation, Storage Solutions, Backup Solutions, VMware Infrastructure, Microsoft Servers, Infrastructure, Disaster Recovery, Fibre Channel, Pre-sales, HP Server Hardware, Network Administration, iSCSI, 2008 R2, Atlantis ILIO
Education
University of Phoenix 1997 — 2001
BS, Information Technology
Eric Gast's McGladrey Experience July 2012 - June 2014
Job Senior Director of Finance & Operations at RuMe, Inc.
Industry Financial Services
Experience
RuMe, Inc. January 2015 - Present
Infor August 2014 - January 2015
McGladrey July 2012 - June 2014
RSM McGladrey, Inc October 2010 - July 2012
Huron Consulting Group September 2007 - October 2010
Citigroup May 2006 - August 2006
Alvarez and Marsal May 2005 - August 2005
Skills
Accounting, Corporate Finance, Finance, Fraud, Restructuring, CPA, Analysis, Litigation, Bankruptcy, Expert Witness, Arbitration, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Auditing, Due Diligence, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master's of Science in Accountancy, Financial Reporting & Assurance
University of Notre Dame 2002 — 2006
BBA, Accountancy
RuMe, Inc. January 2015 - Present
Infor August 2014 - January 2015
McGladrey July 2012 - June 2014
RSM McGladrey, Inc October 2010 - July 2012
Huron Consulting Group September 2007 - October 2010
Citigroup May 2006 - August 2006
Alvarez and Marsal May 2005 - August 2005
Skills
Accounting, Corporate Finance, Finance, Fraud, Restructuring, CPA, Analysis, Litigation, Bankruptcy, Expert Witness, Arbitration, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Auditing, Due Diligence, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master's of Science in Accountancy, Financial Reporting & Assurance
University of Notre Dame 2002 — 2006
BBA, Accountancy
Lee Ellen Jennings's McGladrey Experience May 2011 - Present
Job Senior Proposal Writer, National Proposal Team
Industry Writing and Editing
Experience
McGladrey May 2011 - Present
BofA Global Capital Management October 2006 - 2010
Momentum Worldwide, Interpublic Group April 2004 - April 2006
Bank of America August 2001 - April 2004
Skills
Strategy, Proposal Writing, Management, Leadership, Event Planning, RFP, Marketing Communications, Strategic Planning, Project Management, Marketing, Marketing Strategy, Business Development
Education
University of Oregon 1987 — 1992
BA, International/Global Studies
McGladrey May 2011 - Present
BofA Global Capital Management October 2006 - 2010
Momentum Worldwide, Interpublic Group April 2004 - April 2006
Bank of America August 2001 - April 2004
Skills
Strategy, Proposal Writing, Management, Leadership, Event Planning, RFP, Marketing Communications, Strategic Planning, Project Management, Marketing, Marketing Strategy, Business Development
Education
University of Oregon 1987 — 1992
BA, International/Global Studies
Stanley Huang's McGladrey Experience April 2005 - October 2006
Job CFO at Revolution Capital Group
Industry Consumer Goods
Experience
Revolution Capital Group January 2014 - Present
Murad Inc. October 2012 - December 2013
Goldline International Inc. November 2009 - August 2012
Duff & Phelps October 2006 - March 2009
McGladrey April 2005 - October 2006
Platinum Equity February 2003 - September 2004
PwC September 1999 - February 2003
Skills
Private Equity, Corporate Finance, Mergers, Financial Analysis, Budget, Capital Budgeting, Working Capital..., Financial Modeling, Financial Reporting, Strategic Planning, Microstrategy, Microsoft Dynamics, GAAP, Auditing, Due Diligence, Board Level, Data Mining, Data Analysis, Microsoft Excel, Microsoft Word, QuickBooks, Manufacturing, Project Management, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Analysis, Budgets, Strategy, Management, Finance, Executive Management, Business Strategy, Leadership
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Finance, Accounting, Information Systems
Revolution Capital Group January 2014 - Present
Murad Inc. October 2012 - December 2013
Goldline International Inc. November 2009 - August 2012
Duff & Phelps October 2006 - March 2009
McGladrey April 2005 - October 2006
Platinum Equity February 2003 - September 2004
PwC September 1999 - February 2003
Skills
Private Equity, Corporate Finance, Mergers, Financial Analysis, Budget, Capital Budgeting, Working Capital..., Financial Modeling, Financial Reporting, Strategic Planning, Microstrategy, Microsoft Dynamics, GAAP, Auditing, Due Diligence, Board Level, Data Mining, Data Analysis, Microsoft Excel, Microsoft Word, QuickBooks, Manufacturing, Project Management, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Analysis, Budgets, Strategy, Management, Finance, Executive Management, Business Strategy, Leadership
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Finance, Accounting, Information Systems
Robert Glynn's McGladrey Experience September 2009 - Present
Job Director at McGladrey & Pullen
Industry Accounting
Experience
McGladrey September 2009 - Present
KPMG September 2000 - April 2009
Skills
SEC filings, Auditing, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, GAAP, CPA, US GAAP, Financial Analysis, Financial Accounting, External Audit, Internal Audit, Enterprise Risk...
Education
University of Notre Dame 1996 — 2000
BBA, Accounting
McGladrey September 2009 - Present
KPMG September 2000 - April 2009
Skills
SEC filings, Auditing, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, GAAP, CPA, US GAAP, Financial Analysis, Financial Accounting, External Audit, Internal Audit, Enterprise Risk...
Education
University of Notre Dame 1996 — 2000
BBA, Accounting
Laurie Sader's McGladrey Experience 2004 - 2007
Job Senior Accountant at Apria Healthcare
Industry Accounting
Experience
Apria Healthcare SeniorMcGladrey2004 - 2007
McGladrey 2004 - 2007
Skills
Financial Reporting, Internal Controls, GAAP
Education
University of San Diego 1999 — 2003
Bachelors, Accounting
Apria Healthcare SeniorMcGladrey2004 - 2007
McGladrey 2004 - 2007
Skills
Financial Reporting, Internal Controls, GAAP
Education
University of San Diego 1999 — 2003
Bachelors, Accounting
Dyan Beitelman's McGladrey Experience October 2009 - July 2013
Job Owner at Capstone Tax & Accounting Inc.
Industry Accounting
Experience
Capstone Tax & Accounting Inc. August 2014 - Present
Kauffman Center for the Performing Arts May 2014 - February 2015
Ticket Solutions, Inc August 2013 - May 2014
McGladrey October 2009 - July 2013
McGladrey & Pullen, LLP October 2009 - July 2013
Co June 2008 - October 2009
Grossbard & Associates June 2007 - June 2008
Drake, Liles & Richardson, LLP January 2006 - May 2007
University of Illinois January 2001 - January 2001
Skills
Auditing, QuickBooks, Fixed Assets, GAAP, Bookkeeping, Financial Statements, General Ledger, Accounting, Payroll, Audit, Journal Entries, Financial Audits, Assurance, CPA, Financial Reporting, US GAAP, External Audit, Financial Accounting, Variance Analysis, Bank Reconciliation, Invoicing, Accruals, Accounts Payable, Accounts Receivable, Account Reconciliation, Consolidated Financial..., Full-Charge Bookkeeping, Tax Preparation, Payroll Services, Payroll Taxes, Tax, Financial Analysis, Tax Returns, Income Tax
Education
University of Phoenix 2003 — 2006
B.S., Accounting
University of Phoenix 2003 — 2006
Bachelor of Science, Business Accounting
Capstone Tax & Accounting Inc. August 2014 - Present
Kauffman Center for the Performing Arts May 2014 - February 2015
Ticket Solutions, Inc August 2013 - May 2014
McGladrey October 2009 - July 2013
McGladrey & Pullen, LLP October 2009 - July 2013
Co June 2008 - October 2009
Grossbard & Associates June 2007 - June 2008
Drake, Liles & Richardson, LLP January 2006 - May 2007
University of Illinois January 2001 - January 2001
Skills
Auditing, QuickBooks, Fixed Assets, GAAP, Bookkeeping, Financial Statements, General Ledger, Accounting, Payroll, Audit, Journal Entries, Financial Audits, Assurance, CPA, Financial Reporting, US GAAP, External Audit, Financial Accounting, Variance Analysis, Bank Reconciliation, Invoicing, Accruals, Accounts Payable, Accounts Receivable, Account Reconciliation, Consolidated Financial..., Full-Charge Bookkeeping, Tax Preparation, Payroll Services, Payroll Taxes, Tax, Financial Analysis, Tax Returns, Income Tax
Education
University of Phoenix 2003 — 2006
B.S., Accounting
University of Phoenix 2003 — 2006
Bachelor of Science, Business Accounting
Warwick Hampson's McGladrey Experience January 2008 - Present
Job Manager at McGladrey
Industry Financial Services
Experience
McGladrey January 2008 - Present
Nexia Levitt Kirson January 2005 - December 2007
Skills
Auditing, Internal Controls, US GAAP, Financial Reporting, Fund Of Funds, Financial Accounting, GAAP, Valuation, Hedge Funds, Enterprise Risk..., SEC filings, Financial Modeling, Financial Analysis, Accounting, Private Equity, Fund Accounting, Business Strategy
Education
University of South Africa/Universiteit van Suid-Afrika
McGladrey January 2008 - Present
Nexia Levitt Kirson January 2005 - December 2007
Skills
Auditing, Internal Controls, US GAAP, Financial Reporting, Fund Of Funds, Financial Accounting, GAAP, Valuation, Hedge Funds, Enterprise Risk..., SEC filings, Financial Modeling, Financial Analysis, Accounting, Private Equity, Fund Accounting, Business Strategy
Education
University of South Africa/Universiteit van Suid-Afrika
Andrew Renz, CFA's McGladrey Experience February 2015 - Present
Job Senior Associate at McGladrey
Industry Financial Services
Experience
McGladrey February 2015 - Present
Franklin Templeton Investments June 2011 - December 2014
Franklin Templeton Investments January 2011 - June 2011
Skills
Investments, Portfolio Management, Analysis, Financial Analysis, Equities, Financial Modeling, Investment Banking, Ethics, Economics, Quantitative Analytics, Analytics, Financial Reporting, Corporate Finance, Institutional..., High Net Worth..., Asset Management, Investment Management, Manage Client..., Client Presentation, Wealth Management, Mutual Funds, Financial Services
Education
University of Notre Dame 2007 — 2010
Bachelor of Arts, Economics
McGladrey February 2015 - Present
Franklin Templeton Investments June 2011 - December 2014
Franklin Templeton Investments January 2011 - June 2011
Skills
Investments, Portfolio Management, Analysis, Financial Analysis, Equities, Financial Modeling, Investment Banking, Ethics, Economics, Quantitative Analytics, Analytics, Financial Reporting, Corporate Finance, Institutional..., High Net Worth..., Asset Management, Investment Management, Manage Client..., Client Presentation, Wealth Management, Mutual Funds, Financial Services
Education
University of Notre Dame 2007 — 2010
Bachelor of Arts, Economics
Matt Eidson, JD, CPA's McGladrey Experience December 2014 - May 2015
Job Tax Accountant at Devon Energy
Industry Accounting
Experience
Devon Energy June 2015 - Present
McGladrey December 2014 - May 2015
Cole and Reed, PC June 2012 - November 2014
Law Office of David Sweat June 2010 - August 2010
Dave & Buster's Inc. June 2008 - July 2009
Skills
Tax, Legal Research, Corporate Law, Tax Law, Income Tax, Corporate Tax, Bankruptcy, Employee Benefits, Tax Returns -..., Estate Planning, General Ledger, Tax Returns -..., Tax Returns -..., Gift and Estate Tax, Tax Appeals, Equitable Relief..., GAAP
Education
University of Oklahoma College of Law 2009 — 2012
J.D., Law
The University of Texas at Dallas - School of Management 2004 — 2008
Bachelor's Degree, Accounting/Information Management
Devon Energy June 2015 - Present
McGladrey December 2014 - May 2015
Cole and Reed, PC June 2012 - November 2014
Law Office of David Sweat June 2010 - August 2010
Dave & Buster's Inc. June 2008 - July 2009
Skills
Tax, Legal Research, Corporate Law, Tax Law, Income Tax, Corporate Tax, Bankruptcy, Employee Benefits, Tax Returns -..., Estate Planning, General Ledger, Tax Returns -..., Tax Returns -..., Gift and Estate Tax, Tax Appeals, Equitable Relief..., GAAP
Education
University of Oklahoma College of Law 2009 — 2012
J.D., Law
The University of Texas at Dallas - School of Management 2004 — 2008
Bachelor's Degree, Accounting/Information Management
Kara Lies's McGladrey Experience June 2015 - Present
Job Talent Experience Senior at McGladrey
Industry Human Resources
Experience
McGladrey June 2015 - Present
The WhiteWave Foods Company July 2013 - June 2015
WhiteWave Foods March 2012 - June 2013
WhiteWave Foods May 2010 - March 2012
Minnesota Eye Consultants March 2007 - February 2010
Lawrence Merchandising Services January 2006 - February 2007
Skills
Employee Relations, Talent Acquisition, Applicant Tracking..., Talent Management, Recruiting, Succession Planning, Human Resources, Organizational..., Performance Management, Onboarding, Coaching, Leadership Development, Training, Microsoft Excel, Strategic Planning, Workforce Planning
Education
University of Notre Dame 2001 — 2005
Bachelor of Arts, Psychology
McGladrey June 2015 - Present
The WhiteWave Foods Company July 2013 - June 2015
WhiteWave Foods March 2012 - June 2013
WhiteWave Foods May 2010 - March 2012
Minnesota Eye Consultants March 2007 - February 2010
Lawrence Merchandising Services January 2006 - February 2007
Skills
Employee Relations, Talent Acquisition, Applicant Tracking..., Talent Management, Recruiting, Succession Planning, Human Resources, Organizational..., Performance Management, Onboarding, Coaching, Leadership Development, Training, Microsoft Excel, Strategic Planning, Workforce Planning
Education
University of Notre Dame 2001 — 2005
Bachelor of Arts, Psychology
Tamara Rigberg, CPA, CVA's McGladrey Experience June 2006 - September 2009
Job CPA at Offices of Sally White, CPA, CVA
Industry Accounting
Experience
Offices of Sally White, CPA, CVA April 2013 - Present
Moss Adams LLP July 2012 - May 2013
Lorch & Company February 2011 - May 2012
Dole Food Company September 2009 - January 2011
McGladrey June 2006 - September 2009
KPMG LLP January 2006 - June 2007
Skills
Financial Reporting, Accounting, Forensic Accounting, Business Valuation, Litigation Support, CPA, Expert Witness, US GAAP, Auditing, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Revenue Recognition, Assurance, General Ledger, External Audit, Financial Audits, QuickBooks, Fixed Assets, Valuation, Due Diligence, Tax, Financial Statements, Consolidation, Corporate Tax, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Accountancy, Accounting with an Emphasis in Finance and Real Estate, Minor in Spanish
Offices of Sally White, CPA, CVA April 2013 - Present
Moss Adams LLP July 2012 - May 2013
Lorch & Company February 2011 - May 2012
Dole Food Company September 2009 - January 2011
McGladrey June 2006 - September 2009
KPMG LLP January 2006 - June 2007
Skills
Financial Reporting, Accounting, Forensic Accounting, Business Valuation, Litigation Support, CPA, Expert Witness, US GAAP, Auditing, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Revenue Recognition, Assurance, General Ledger, External Audit, Financial Audits, QuickBooks, Fixed Assets, Valuation, Due Diligence, Tax, Financial Statements, Consolidation, Corporate Tax, Finance
Education
University of San Diego 2001 — 2005
Bachelor of Accountancy, Accounting with an Emphasis in Finance and Real Estate, Minor in Spanish
Chris Guido's McGladrey Experience June 2015 - Present
Job Business Applications Project Manager at McGladrey
Industry Information Technology and Services
Experience
McGladrey June 2015 - Present
Miles Technologies September 2014 - June 2015
Miles Technologies January 2013 - September 2014
Miles Technologies February 2012 - December 2012
Miles Technologies March 2008 - February 2012
PHH Mortgage May 2006 - March 2008
Skills
Quickbooks, Microsoft Office Suite, Microsoft Dynamics GP, Salesforce.com, Sage MAS 90/200, QuickBooks, Microsoft Office, Great Plains Software, Mas 90, Technical Support, Access, Crystal Reports, Software Documentation, Visio, Microsoft SQL Server, Business Analysis, Business Intelligence, Databases, Integration, Troubleshooting, Networking, Windows 7, CRM, ERP
Education
University of Pittsburgh 2000 — 2004
BS, Economics
Central High School 1997 — 2000
McGladrey June 2015 - Present
Miles Technologies September 2014 - June 2015
Miles Technologies January 2013 - September 2014
Miles Technologies February 2012 - December 2012
Miles Technologies March 2008 - February 2012
PHH Mortgage May 2006 - March 2008
Skills
Quickbooks, Microsoft Office Suite, Microsoft Dynamics GP, Salesforce.com, Sage MAS 90/200, QuickBooks, Microsoft Office, Great Plains Software, Mas 90, Technical Support, Access, Crystal Reports, Software Documentation, Visio, Microsoft SQL Server, Business Analysis, Business Intelligence, Databases, Integration, Troubleshooting, Networking, Windows 7, CRM, ERP
Education
University of Pittsburgh 2000 — 2004
BS, Economics
Central High School 1997 — 2000
Joel Metz, CPA's McGladrey Experience October 2012 - June 2013
Job Controller at Hegg Companies Inc.
Industry Accounting
Experience
Hegg Companies Inc. August 2014 - Present
Hegg Companies Inc. June 2013 - August 2014
McGladrey October 2012 - June 2013
McGladrey October 2010 - October 2012
McGladrey & Pullen October 2008 - October 2010
Education
University of Sioux Falls 2004 — 2008
Bachelor's degree, Accounting
Hegg Companies Inc. August 2014 - Present
Hegg Companies Inc. June 2013 - August 2014
McGladrey October 2012 - June 2013
McGladrey October 2010 - October 2012
McGladrey & Pullen October 2008 - October 2010
Education
University of Sioux Falls 2004 — 2008
Bachelor's degree, Accounting
Chris Eulau's McGladrey Experience March 2013 - February 2015
Job Senior Tax Analyst at Illumina
Industry Accounting
Mimi Roukoz's McGladrey Experience October 2012 - June 2013
Job The Bar Method
Industry Accounting
Experience
The Bar Method October 2012 - Present
Mitchell International June 2013 - April 2014
McGladrey October 2012 - June 2013
McGladrey & Pullen, LLP June 2011 - August 2011
Skills
US GAAP, GAAP, Internal Controls, CPA, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, QuickBooks
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
The Bar Method October 2012 - Present
Mitchell International June 2013 - April 2014
McGladrey October 2012 - June 2013
McGladrey & Pullen, LLP June 2011 - August 2011
Skills
US GAAP, GAAP, Internal Controls, CPA, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, QuickBooks
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Brieanne McLaughlin CPA, MSA/MBA's McGladrey Experience July 2010 - Present
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey July 2010 - Present
Caturano and Company July 2007 - July 2010
Caturano and Company October 2005 - June 2007
Skills
Financial Reporting, SEC filings, Financial Statements, Auditing, Sarbanes-Oxley, Internal Controls, Accounting, Revenue Recognition, Income Tax, SOX 404, GAAP, US GAAP, Financial Accounting, CPA, External Audit, Financial Analysis, Variance Analysis, 10Q, Cash Flow, Business Valuation, Audits of Employee..., Assurance, Tax Returns, Consolidation, 10K, Financial Audits, Account Reconciliation, SEC Filings
Education
Northeastern University Graduate School of Professional Accounting 2004 — 2005
MSA/MBA, Accounting, Business
University of Rochester 2000 — 2004
BA, Economics, Italian Studies
McGladrey July 2010 - Present
Caturano and Company July 2007 - July 2010
Caturano and Company October 2005 - June 2007
Skills
Financial Reporting, SEC filings, Financial Statements, Auditing, Sarbanes-Oxley, Internal Controls, Accounting, Revenue Recognition, Income Tax, SOX 404, GAAP, US GAAP, Financial Accounting, CPA, External Audit, Financial Analysis, Variance Analysis, 10Q, Cash Flow, Business Valuation, Audits of Employee..., Assurance, Tax Returns, Consolidation, 10K, Financial Audits, Account Reconciliation, SEC Filings
Education
Northeastern University Graduate School of Professional Accounting 2004 — 2005
MSA/MBA, Accounting, Business
University of Rochester 2000 — 2004
BA, Economics, Italian Studies
Robin Baldwin's McGladrey Experience December 2014 - Present
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Cole & Reed, P.C. January 2013 - November 2014
Cole & Reed, P.C. June 2011 - November 2012
Riverwind Hotel November 2010 - May 2011
Scrapbooker's Delight June 2009 - August 2009
Rose State College June 2008 - August 2008
Alouette LLC June 2005 - June 2008
Skills
Financial Audits, Microsoft Office, Fixed Assets, Employee Benefits, Internal Audit, Payroll, Analysis, Financial Statements, US GAAP, External Audit, Bookkeeping, Sarbanes-Oxley, Sarbanes-Oxley Act, Not for Profit, Governmental Accounting
Education
University of Oklahoma - Price College of Business 2012 — 2012
Master of Accountancy
University of Oklahoma 2008 — 2011
Bachelor of Business Administration, Accounting, Minor in Sociology
Universite Blaise Pascal Clermont-Ferrand II 2010 — 2010
Study Abroad - Marketing & Management
McGladrey December 2014 - Present
Cole & Reed, P.C. January 2013 - November 2014
Cole & Reed, P.C. June 2011 - November 2012
Riverwind Hotel November 2010 - May 2011
Scrapbooker's Delight June 2009 - August 2009
Rose State College June 2008 - August 2008
Alouette LLC June 2005 - June 2008
Skills
Financial Audits, Microsoft Office, Fixed Assets, Employee Benefits, Internal Audit, Payroll, Analysis, Financial Statements, US GAAP, External Audit, Bookkeeping, Sarbanes-Oxley, Sarbanes-Oxley Act, Not for Profit, Governmental Accounting
Education
University of Oklahoma - Price College of Business 2012 — 2012
Master of Accountancy
University of Oklahoma 2008 — 2011
Bachelor of Business Administration, Accounting, Minor in Sociology
Universite Blaise Pascal Clermont-Ferrand II 2010 — 2010
Study Abroad - Marketing & Management
Christina Marquez's McGladrey Experience January 2003 - January 2005
Job Customer Relations Manager at DHD Media CommerceGate
Industry Financial Services
Experience
DHD Media July 2005 - February 2014
Epic Cycle Interactive January 2005 - June 2005
McGladrey January 2003 - January 2005
Skills
Customer Satisfaction, Real time risk analysis, Project Management, Document Management, Product Management, Conflict Resolution, Team Building, Team Leadership, Training, Customer Service..., Customer-focused Service, Can Do Approach, CRM, Customer Service, Management, Leadership, Strategic Planning
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of Phoenix 2006 — 2011
Bachelor of Science (B.S.), Human Resources Management and Services
DHD Media July 2005 - February 2014
Epic Cycle Interactive January 2005 - June 2005
McGladrey January 2003 - January 2005
Skills
Customer Satisfaction, Real time risk analysis, Project Management, Document Management, Product Management, Conflict Resolution, Team Building, Team Leadership, Training, Customer Service..., Customer-focused Service, Can Do Approach, CRM, Customer Service, Management, Leadership, Strategic Planning
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of Phoenix 2006 — 2011
Bachelor of Science (B.S.), Human Resources Management and Services
Nicholas Hahn's McGladrey Experience September 2005 - Present
Job Director at McGladrey
Industry Accounting
Experience
McGladrey September 2005 - Present
Skills
Financial Institutions, Assurance, Credit Risk, Risk Management, Loan Review, Interest Rate Risk..., Asset/Liability..., Financial Accounting, Internal Controls, Accounting, Financial Reporting, GAAP, Auditing
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA in Accountancy
McGladrey September 2005 - Present
Skills
Financial Institutions, Assurance, Credit Risk, Risk Management, Loan Review, Interest Rate Risk..., Asset/Liability..., Financial Accounting, Internal Controls, Accounting, Financial Reporting, GAAP, Auditing
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA in Accountancy
Carolyn Rendos's McGladrey Experience October 2014 - Present
Job Transaction Advisory Services Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Deloitte September 2013 - September 2014
Deloitte September 2011 - September 2013
Skills
Auditing, Financial Modeling, Accounting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, Kindness, CPA
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Accounting
McGladrey October 2014 - Present
Deloitte September 2013 - September 2014
Deloitte September 2011 - September 2013
Skills
Auditing, Financial Modeling, Accounting, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, Kindness, CPA
Education
University of Notre Dame
Bachelor of Business Administration (BBA), Accounting
Katie Gibbons's McGladrey Experience January 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2014 - Present
Education
University of Sioux Falls 2010 — 2013
Bachelor's degree, Public Accounting & Business Administration
McGladrey January 2014 - Present
Education
University of Sioux Falls 2010 — 2013
Bachelor's degree, Public Accounting & Business Administration
Jackie (Abrams) Manzer, CPA's McGladrey Experience April 2008 - June 2013
Job Accountant III at Hanover County
Industry Accounting
Experience
Hanover County June 2013 - Present
McGladrey April 2008 - June 2013
Witt Mares September 2005 - April 2008
Skills
Financial Reporting, Auditing, Accounting, Not-for-profit, GAAP, US GAAP, CPA, Financial Analysis, Financial Accounting
Education
University of Richmond 2001 — 2005
Bachelor of Science (BS), Accounting
Hanover County June 2013 - Present
McGladrey April 2008 - June 2013
Witt Mares September 2005 - April 2008
Skills
Financial Reporting, Auditing, Accounting, Not-for-profit, GAAP, US GAAP, CPA, Financial Analysis, Financial Accounting
Education
University of Richmond 2001 — 2005
Bachelor of Science (BS), Accounting
Jena Buchanan's McGladrey Experience November 2014 - Present
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
Providien, LLC June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Bookkeeping
Education
University of San Diego 2013 — 2014
Master of Science in Accountancy, Accounting, 3.93
University of San Diego 2010 — 2014
Bachelor's Degree, Accounting
McGladrey November 2014 - Present
Providien, LLC June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Bookkeeping
Education
University of San Diego 2013 — 2014
Master of Science in Accountancy, Accounting, 3.93
University of San Diego 2010 — 2014
Bachelor's Degree, Accounting
Maggie Wooten's McGladrey Experience December 2014 - Present
Job Lead Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey December 2014 - Present
Cole & Reed PC January 2013 - December 2014
Skills
Accounting, Microsoft Excel, Financial Reporting, Auditing, Financial Analysis, Microsoft Word, Customer Service, PowerPoint, Management, Financial Accounting
Education
University of Oklahoma 2011 — 2014
Master of Accountancy, Accounting
McGladrey December 2014 - Present
Cole & Reed PC January 2013 - December 2014
Skills
Accounting, Microsoft Excel, Financial Reporting, Auditing, Financial Analysis, Microsoft Word, Customer Service, PowerPoint, Management, Financial Accounting
Education
University of Oklahoma 2011 — 2014
Master of Accountancy, Accounting