McGladrey LLP
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 LLP Employees
McGladrey October 2015 - Present
McGladrey October 2013 - August 2015
McGladrey LLP September 2011 - October 2013
Florida Office of Financial Regulation February 2009 - August 2011
Skills
Auditing, Banking, AML, Analysis, Account Reconciliation, Internal Controls, Internal Audit, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Due Diligence, Risk Management, Enterprise Risk..., Finance, Anti Money Laundering
Education
Florida International University 2004 — 2008
Bachelor Degree of Science, Accounting
Health By Habits August 2014 - Present
Cave Necessities January 2014 - Present
JPMorgan Chase August 2013 - Present
McGladrey LLP September 2011 - July 2013
DePaul University June 2010 - August 2011
RSM McGladrey January 2011 - April 2011
Northbrook Park District Leisure Center February 2006 - October 2010
DePaul Student Center September 2008 - June 2010
American Planning Association February 2010 - May 2010
Skills
Accounting, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Time Management, Tax Accounting, Tax, Leadership, Nutrition, Community Organizing, Customer Experience, Tax Preparation, Outlook, Microsoft Word, Social Networking, Online Marketing, Social Media, Teamwork, ProSystem fx Tax, Event Planning, Marketing, Social Media Marketing, Sales, Blogging, Social Marketing, Entrepreneurship, Holistic Health, Start-ups, Strategic Planning, Strategy, Public Speaking, Team Leadership, Volunteer Management
Education
DePaul University - College of Commerce 2007 — 2011
Bachelor of Commerce
DePaul University
Bachelor of Commerce (BCom)
Illinois Wesleyan University August 2012 - Present
Stepan Company May 2015 - August 2015
McGladrey LLP January 2015 - March 2015
Sunset Ridge C.C. May 2008 - August 2014
Skills
Accounting, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Accounts Payable, Auditing, Chilled Water, Drinking Water, Microsoft Office, QuickBooks, Teamwork, Water Softening, Waterfall, Financial Accounting, Alto Flute, Public Speaking, Time Management, Customer Service, Leadership, Research, Social Media, Christian Theology, Coffee Roasting, Hand Knitting, LGBT Rights, Opera, Psychic Readings, Traditional Chinese...
Education
Illinois Wesleyan University 2012 — 2016
Bachelor of Arts (BA), Accounting
Glenbrook South High School 2008 — 2012
McGladrey October 2013 - Present
McGladrey October 2012 - October 2013
Network of Women In Business 2012 - 2013
McGladrey LLP October 2009 - October 2012
McGladrey & Pullen, LLP September 2007 - September 2009
McGladrey & Pullen January 2007 - August 2007
Fulton Industries, Inc May 2006 - August 2006
Skills
Assurance, GAAP, US GAAP, Manufacturing, Auditing, CPA, Accounts Receivable, Warehousing, Tax Accounting, Accounting, Financial Statements
Education
Indiana University South Bend 2003 — 2007
Bachelor's degree, Accounting
New Prairie High School 1999 — 2003
Academic Honors Diploma
McGladrey September 2015 - Present
Shepard Schwartz & Harris LLP June 2013 - August 2015
Aon September 2012 - April 2013
McGladrey LLP October 2009 - September 2012
McGladrey September 2007 - October 2009
Skills
Microsoft Excel, US Tax, Tax Accounting, CCH ProSystem fx, Microsoft Office, Windows 7, CPA, International Tax
Education
DePaul University 2009 — 2012
M.S, Taxation
Illinois State University 2004 — 2007
B.S.A, Accounting
Illinois State University 2004 — 2007
B.S.A, Business Information Systems
McGladrey LLP December 1977 - Present
Pannell Kerr Forster December 1977 - August 1988
Skills
Accounting, Financial Reporting, Audit, Tax, Auditing, CPA, GAAP, Corporate Tax, SEC filings, Internal Controls, Tax Research, Income Tax, US GAAP, Tax Preparation, Partnership Taxation, International Tax, Mergers & Acquisitions, Tax Accounting, Forensic Accounting, Tax Returns, Sarbanes-Oxley Act, Revenue Recognition, Assurance, External Audit, Financial Accounting, General Ledger, Business Valuation, S Corporations, FIN 48, US Tax, Fixed Assets, Tax Advisory, Sarbanes-Oxley, Due Diligence, Financial Statements, QuickBooks, Internal Audit, IFRS, Cash Flow, Transfer Pricing, Consolidation, Enterprise Risk..., Cost Accounting, Financial Audits, Financial Analysis, Strategic Financial..., Restructuring, Managerial Finance, Account Reconciliation, Cash Management
Education
Pace University 1978 — 1980
MBA, Accounting
Fordham University 1971 — 1975
BS, Accounting
Sawdust Investment Management Corp. May 2015 - Present
McGladrey LLP October 2013 - May 2015
ITW June 2012 - August 2012
Caterpillar Inc. August 2011 - December 2011
AAR Corp June 2011 - August 2011
Skills
Auditing, Leadership, Microsoft Excel, Public Speaking, Cost Accounting, Management, Data Analysis, Financial Analysis, Databases, Financial Reporting, Polish, Internal Controls, Inventory Management, Investment Accounting
Education
Illinois State University 2008 — 2013
Bachelor's degree, Double Majoring: Accounting & International Business
Lyons Township 2004 — 2008
McGladrey LLP May 2014 - Present
KeatsConnelly September 2013 - May 2014
Starwood Hotels & Resorts September 2007 - September 2013
Digital River, Inc. 2005 - 2007
Grant Thornton 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
United Portfolio Management 1999 - 2002
Skills
Customer Service, Mergers & Acquisitions, Tax Law, Leadership, Microsoft Excel, Sarbanes-Oxley, GAAP, Strategic Planning, Managerial Finance, Internal Audit, Financial Modeling, Corporate Finance, Finance, Restructuring
Education
University of Minnesota - Carlson School of Management 2002 — 2003
Accounting and Taxation
William Mitchell College of Law 1999 — 2002
Doctor of Law (J.D.), Taxation
Hamline University 1995 — 1999
Bachelor of Arts, International Human Rights
McGladrey LLP 1970 - Present
Skills
Accounting, CPA, Tax, Financial Reporting, Corporate Tax, Partnership Taxation, Auditing, Expert Witness, GAAP, Business Valuation, Computer Forensics, Income Tax, SEC filings, Tax Research, Forensic Accounting, Tax Advisory, Tax Accounting, Tax Preparation, US GAAP, Financial Statements, Assurance, External Audit, Sarbanes-Oxley Act, Tax Returns, Internal Controls, Financial Accounting, Due Diligence, General Ledger, Cash Flow Forecasting, QuickBooks, Cash Flow
Education
DePaul University 1984 — 1986
Master's Degree, Taxation
University of Illinois at Chicago 1968 — 1972
Bachelor of Science (BS), Accounting
McGladrey, LLP September 2010 - Present
Hewitt Associates December 2004 - September 2010
Aon Hewitt December 2004 - September 2010
Skills
Process Improvement, IT Audit, Internal Audit, Internal Controls, Auditing, Risk Assessment, Information Security, Windows 7, Lotus Notes, BMC Remedy, Financial Reporting, Citrix, Sarbanes-Oxley Act, Technical Support, Enterprise Risk..., Windows Server, Computer Hardware, Microsoft Excel, DHCP, OS X, Training, Business Continuity..., Information Technology, Troubleshooting, PCI DSS, SAS70, Information Security..., CISA, Penetration Testing, Vulnerability Management
Education
DePaul University 2008 — 2010
MS, Information Systems Security
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Math and Computer Science
Forest River Inc. February 2014 - Present
McGladrey LLP September 2008 - February 2014
Skills
Sarbanes-Oxley Act, GAAP, Customer Service, US GAAP, Accounting, Internal Controls, Tax, SEC filings, Assurance, Financial Reporting, Financial Accounting, External Audit, Financial Analysis
Education
Indiana University Bloomington 2003 — 2008
Accounting and Information Systems - Kelley School of Business
McGladrey August 2015 - Present
McGladrey LLP June 2015 - July 2015
FSU Health Insurance Committee January 2015 - May 2015
Florida State University - Office of Governmental Affairs January 2015 - May 2015
FSU Admissions Committee August 2014 - May 2015
Southeastern Interfraternity Conference, National Interfraternity Council February 2014 - February 2015
Florida State University - Interfraternity Council November 2013 - November 2014
Florida State University - Dean of Students Department January 2013 - December 2013
Florida State University - Interfraternity Council November 2012 - November 2013
Pro Athlete Consulting June 2013 - August 2013
Skills
Program Management, Public Speaking, Event Management, Management, Microsoft Office, Leadership, Risk Management, Fundraising, Nonprofits, Leadership Development, Event Planning, Customer Service, Sales, Government, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Time Management, Social Networking, Teamwork, Research, Community Outreach, Communication
Education
Florida State University 2011 — 2015
Bachelors, Risk Management & Insurance
Pembroke Pines Charter High School 2007 — 2011
4 Year High School Diploma
McGladrey LLP January 2004 - Present
Wealth & Tax Advisory Services, Inc. - Member HSBC Group June 2002 - January 2004
Arthur Andersen June 1999 - July 2002
Skills
Tax, Tax Research, Accounting, CPA, Income Tax, Financial Analysis, Management Consulting, Tax Accounting, Corporate Tax, SEC filings, Partnership Taxation, GAAP, Financial Reporting, US GAAP, Auditing, Mergers & Acquisitions
Education
Golden Gate University
Master of Science, Taxation
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics with Accounting
McGladrey LLP October 2005 - Present
Hausser + Taylor LLC November 1997 - October 2005
Rothschild Meckler & Co. 1996 - 1998
Skills
CPA, Accounting, Financial Reporting, Auditing, Due Diligence, Finance, Internal Controls, Financial Statements, SEC filings, GAAP, Tax, Private Equity, Assurance, Corporate Tax, US GAAP
Education
David N. Myers University 1997 — 1999
BS, Accounting
Lakeland Community College 1995 — 1997
Associates, Business / Accounting
Certified Public Accountant
State of Ohio
McGladrey October 2013 - Present
CFMA Twin Cities 2013 - 2015
McGladrey, LLP October 2012 - September 2013
McGladrey, LLP May 2011 - September 2012
Holiday Companies September 2010 - April 2011
RSM McGladrey January 2007 - September 2010
The Protectors, Inc. June 2003 - August 2007
Skills
CPA, Tax, Small Business, Accounting, GAAP, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Financial Analysis, Financial Accounting, Tax Preparation, Tax Research
Education
DePaul University 2012 — 2016
Master's degree, Taxation
Minnesota State University, Mankato 2003 — 2007
Accounting, Finance and Accounting
McGladrey LLP September 2001 - Present
Skills
Accounting, CPA, Corporate Tax, Tax, Partnership Taxation, GAAP, International Tax, Tax Research, Tax Preparation, Financial Analysis, Financial Statements, Fixed Assets, Financial Accounting, General Ledger, Internal Audit, Tax Accounting, Transfer Pricing, Sarbanes-Oxley Act, FIN 48, US GAAP, Auditing, FAS109, QuickBooks, Assurance, Tax Returns, Income Tax, Internal Controls, Financial Reporting, Cost Segregation, SEC filings, External Audit
Education
Florida State University - College of Business 2000 — 2001
Master's degree, Accounting
Wingate University 1996 — 2000
B.S., Accounting
McGladrey LLP June 2015 - August 2015
Woodruff Goizueta Business Library May 2012 - April 2015
China Merchants Bank July 2014 - August 2014
Abercrombie & Fitch June 2011 - January 2012
Thecare.com June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking
Education
Emory University - Goizueta Business School 2011 — 2016
Bachelor's Degree, Accounting, French Studies
Nanjing University 2013 — 2014
Chinese Language and Literature, 93/100
McGladrey October 2013 - Present
Junior Guild of Rocky Mount June 2014 - Present
Junior Guild of Rocky Mount June 2010 - May 2014
McGladrey LLP August 2002 - September 2013
Taft, Taft, & Haigler, PA June 1997 - August 2002
Arthur Andersen May 2001 - August 2001
Skills
Auditing, Accounting, Internal Controls, Assurance, Financial Reporting, GAAP, Tax, CPA, Nonprofits, External Audit, Healthcare, Finance, Accounts Receivable, US GAAP, Accounts Payable, Compliance Audits, Compliance, Payroll, Financial Statements
Education
McGladrey Leadership Development Program 2008 — 2010
Leadership Rocky Mount 2008 — 2009
East Carolina University 1997 — 2002
MSA, Accounting
GE Capital September 2014 - Present
The Edgewater Funds April 2013 - January 2014
McGladrey LLP January 2006 - April 2013
Marriott International May 2005 - August 2005
Panduit Corp. May 2002 - August 2002
Skills
Finance, Management, Auditing, Financial Modeling, Accounting, Financial Analysis, SEC Filings, Financial Reporting, Due Diligence, Internal Audit
Education
Indiana University - Kelley School of Business 2001 — 2005
Undergraduate, Accounting, Operations Management, Psychology
McGladrey LLP January 2014 - Present
Coastal Equipment Corp May 2008 - November 2013
Liberty Tax Service July 2007 - December 2008
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Tax, PowerPoint, Microsoft Office, Microsoft Word, Tax Preparation, Invoicing, Account Reconciliation, Payroll
Education
Old Dominion University 2009 — 2013
Bachelor's degree, Accounting
Dunwoody College of Technology
Associates of Applied Science, Automotive Service Technology
NextEra Energy Resources November 2014 - Present
NextEra Energy, Inc. January 2013 - Present
McGladrey LLP January 2011 - December 2012
NextEra Energy, Inc. May 2010 - December 2010
Flashes Shopping Guide February 2002 - August 2008
Snap-on Tools August 1995 - January 2002
Skills
Tax, Accounting, Income Tax, Tax Preparation, Financial Reporting, Tax Research, Auditing, Partnership Taxation, ProSystem fx Tax, Corporate Tax
Education
Florida Atlantic University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
University of Florida 1989 — 1993
Bachelor of Science (B.S.)
North Carolina Seafood Festival 2010 - Present
McGladrey LLP January 2006 - Present
Waters & Associates, Inc. 2007 - 2012
Waukesha Electric Systems 2003 - 2004
Waukesha Electric Systems 2001 - 2003
Waukesha Electric Systems 1999 - 2001
Skills
Financial Reporting, Auditing, Non-profits, Assurance, Tax, Accounting, Nonprofits
Education
East Carolina University - College of Business 1994 — 1999
BSBA, Accounting
Target November 2014 - Present
McGladrey LLP October 2012 - October 2014
Drake University August 2008 - May 2012
LarsonAllen June 2011 - August 2011
Drake University September 2010 - April 2011
Community Resource Bank July 2006 - January 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Budgets, Outlook
Education
Drake University 2008 — 2012
Bachelor of Science (B.S.), Accounting and International Business
Fachhochschule Wiener Neustadt 2010 — 2010
Business
MCGLADREY, LLP September 2007 - Present
CBH September 1997 - September 2007
Skills
Accounting, Tax Law, International Relations, International Tax, State Taxation, Auditing, Mentoring, Public Speaking, Public Sector, Expatriate Tax, Foreign Investment, Direct Sales, Public Relations, College Recruiting, College Teaching, University Teaching, National Accounts, National Media Relations, CPA, Corporate Tax, Partnership Taxation, Tax Accounting, US Tax, IRS
Education
Nova Southeastern University 2004 — 2007
ABD (Doctor Business Administration), Business Administration
Drake University 1988 — 1992
Master of Taxation, Tax Law/Taxation
The University of South Dakota 1986 — 1987
Master of Business Administration (M.B.A.), Accounting and Finance
Iowa State University
Bachelor of Science (BS), Accounting
McGladrey LLP January 2014 - Present
McGladrey LLP July 2012 - January 2014
Deloitte June 2011 - August 2011
DePaul University Department of Finance June 2010 - June 2011
Woods Cleaners March 2008 - June 2011
United States Marine Corps April 2000 - April 2005
Skills
Problem Solving, People-oriented, Enterprise Risk..., Business Process..., Business Analysis, Business Strategy, Public Speaking, Team Leadership, Internal Audit...
Education
DePaul University 2010 — 2012
Bachelor of Science, Honors Finance & Accounting
Oakton Community College
wayland
McGladrey LLP October 2000 - Present
Edward Isaacs & Company LLP November 1998 - September 2000
Skills
CPA, SEC filings, Auditing, Internal Controls, US GAAP, GAAP, Accounting, Financial Analysis, Financial Reporting, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Private Equity, Tax, Finance, External Audit, Corporate Tax, Revenue Recognition, Financial Accounting, Business Valuation, Tax Research, Income Tax, SEC Filings
Education
Fordham University 1994 — 1998
McGladrey LLP January 2000 - Present
DePaul University September 1979 - January 2002
Berg, DeMarco, Lewis, Sawatski December 1989 - December 1999
Hutton, Nelson & McDonald December 1973 - November 1989
Skills
Tax Quality and Risk..., Tax, Risk Management, CPA, Tax Research, Corporate Tax, Tax Accounting, Accounting, Income Tax
Education
DePaul University 1974 — 1977
Master of Science (MS), Taxation
Northern Illinois University 1967 — 1971
Bachelor of Science (BS), Accountancy
McGladrey, LLP 2008 - Present
CD Anderson PA 2006 - 2008
Rason Asphalt 1989 - 2005
Skills
QuickBooks, Accounting, Tax Preparation, Great Plains Software, Internal Controls, GAAP, Financial Accounting, Ajera
Education
Strayer University-North Carolina 2012 — 2016
Master's degree, Accounting - Concentration in Controllership
Strayer University-North Carolina 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Farmingdale State University of New York 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Data Processing
North Babylon High School
McGladrey LLP October 2014 - Present
McGladrey September 2008 - October 2014
Clifton Gunderson LLP May 2007 - July 2008
Skills
Internal Controls, Auditing, CPA, Accounting, Financial Reporting, Financial Analysis, GAAP, Financial Accounting, US GAAP
Education
Illinois State University 2003 — 2008
BS, Accounting
Illinois State University 2003 — 2008
BS, Finance
McGladrey, LLP November 2014 - Present
Axis Teknologies June 2012 - November 2014
AVOXI (fka DOW Networks) October 2011 - June 2012
Atlantic Tele-Network / Commnet Wireless March 2010 - July 2011
Commnet Wireless division of Atlantic Tele-Network May 2004 - March 2010
AT&T Wireless / Cingular Wireless March 2002 - May 2004
American Tower / Galaxy Engineering November 1999 - December 2001
Galaxy Engineering / World Access August 1997 - November 1999
Allied Vaughn July 1996 - August 1997
Kellogg Company September 1987 - May 1996
Skills
Microsoft Excel, NetSuite, Process Improvement, Hands-on Training, Financial Reporting, Inventory Management, Budget Models, Internal Audit, Due Diligence, Telecommunications, Management, Leadership, Accounting, Accounts Payable, Accounts Receivable, Analysis, Budgets, Corporate Finance, Cross-functional Team..., ERP, Finance, Financial Modeling, General Ledger, Internal Controls, Managerial Finance, Payroll, Project Management, Project Planning, Sarbanes-Oxley Act, Software Documentation, Strategic Planning, Team Leadership, Training, SaaS, Business Process, Consulting, Business Strategy, Start-ups, Financial Analysis, Program Management
Education
Davenport University
BBA, Accounting and Business/Management
Western Michigan University
Business Administration, Management and Operations
Springfield High
McGladrey LLP 2004 - Present
Cone Mills Corporation/ International Textile Group September 1997 - June 2004
Skills
Enterprise Risk..., Contract Negotiation, SEC filings, Microsoft Office, Finance, Financial Reporting, Accounting, Financial Accounting, Auditing, GAAP, Financial Analysis, CPA
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
MBA, Finance
Guilford College 1986 — 1990
B.S., Accounting & Business Management
McGladrey LLP April 2009 - Present
Deloitte & Touche June 2002 - December 2008
Arthur Andersen July 1989 - May 2002
Skills
CPA, Internal Controls, Mergers & Acquisitions, Auditing, Financial Reporting, Accounting, GAAP, US GAAP
Education
Drake University 1988 — 1989
MBA
Drake University 1984 — 1988
BSBA, Accounting and Computer Information Systems
McGladrey LLP September 1998 - Present
Skills
Auditing, Tax, Accounting, Financial Analysis, CPA
Education
Goshen College 1995 — 1998
Bachelor's degree, Accounting
McGladrey LLP September 2008 - Present
Van Kampen Investments (Morgan Stanley Investment Management) May 2006 - February 2008
Calamos Investments April 2003 - April 2006
Morningstar, Inc. September 2000 - April 2003
DigitalWork.com October 1999 - July 2000
PLATINUM technology, Inc. (Computer Associates) July 1995 - July 1999
Skills
Market Research, Advertising, Art Direction, Procurement, Financial Services, Marketing Strategy, Marketing Communications, Marketing, Mutual Funds, Strategic Planning, Email Marketing, Relationship Management, Business Development, Asset Managment, CRM, Direct Marketing, Strategy, Integrated Marketing, Private Equity, Private Events, Social Media Marketing, Web Content, Conference Production, Project Planning, Event Planning, Marketing Management
Education
Drake University 1990 — 1994
BSBA
McGladrey LLP April 2013 - Present
American College of Healthcare Executives November 1998 - December 2011
American College of Healthcare Executives November 1996 - November 1998
Skills
Project Management, Process Improvement, Healthcare, Change Management, Healthcare Information..., Team Building, Program Management, Project Planning, Visio, Business Analysis, Data Analysis, CMS, Access, Management, Analysis, Systems Analysis, Nonprofits
Education
University of Phoenix 2004 — 2006
Masters
Eastern Illinois University 1988 — 1993
Bachelors
McGladrey LLP 1977 - Present
Mission Viejo Country Club 2012 - 2014
RSM McGladrey June 1977 - November 2011
Skills
Tax, Management, Leadership, Integration, Accounting, CPA, Mergers, Treasury Management, Corporate Tax, Forecasting, Mergers & Acquisitions, Change Management, Corporate Finance, Revenue Recognition, International Tax, Start-ups, Income Tax, Private Equity, Strategic Planning, Tax Research, Management Consulting, US GAAP, Managerial Finance, Strategy, Assurance, Financial Modeling, Enterprise Risk..., Risk Management, Partnership Taxation, Business Planning, Valuation, Consolidation, Strategic Financial..., Corporate Governance, Cash Management, Cash Flow, Acquisition Integration, Cost Accounting, External Audit, IFRS, Financial Statements, Tax Accounting, Financial Audits, Business Valuation, Tax Preparation, Tax Returns, Restructuring, General Ledger, Forensic Accounting, Internal Audit
Education
Golden Gate University 1985 — 1990
Masters, Taxation
University of Nevada-Reno 1972 — 1977
BS, Accounting
Wooster High School 1970 — 1973
High School, general
McGladrey LLP December 2014 - Present
Banno March 2014 - December 2014
PFGBEST November 2004 - July 2012
Skills
Customer Service, Outlook, Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, English, Public Speaking, Microsoft Technology..., VMware Certified..., Security + Certified, CompTIA A+ Certification, CCNA Certification, Sales, Customer Relations, CRM
Education
Hawkeye Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Network Administration and Engineering
Hawkeye Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Information Systems Management
Warady & Davis LLP August 2013 - Present
McGladrey LLP October 2005 - June 2013
American Express Tax and Business Services, Inc. January 1999 - September 2005
Altschuler, Melvoin, & Glasser, LLP September 1991 - January 1999
Karrison, Byrne, Jansey & Trimarco 1990 - 1990
Skills
Income Tax, Tax Research, Tax Audit Representation, Tax Accounting, S Corporations, Tax Preparation, Partnership Taxation, QuickBooks, Fixed Assets, Bookkeeping, State Tax, Cash Flow, Assurance, Tax, Tax Law, Journal Entries, Accountants, Revenue Recognition, Sarbanes-Oxley, Corporate Tax, ProSystem fx Tax, High Net Worth..., Accounting, CPA, Account Reconciliation, Tax Returns, Payroll, US Tax, Tax Advisory, Not for Profit, International Tax, FIN 48, GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (M.S.), Taxation
Northern Illinois University 1986 — 1990
Bachelor of Science (B.S.), Accountancy
Hinsdale Central High School 1982 — 1986
McGladrey LLP 2012 - Present
Boston University School of Law 2012 - Present
IBFD 2003 - Present
Boston University School of Law 2008 - 2012
Thelen Reid & Priest 2001 - 2008
Thelen LLP 2001 - 2008
Sutherland Asbill & Brennan LLP September 1997 - August 2001
Georgetown University Law Center 1998 - 2001
United States Treasury Department July 1995 - September 1997
United States Congress February 1989 - July 1995
Skills
International Tax, Corporate Governance, Tax, Corporate Tax, Tax Law, International Law, Legal Writing, Economics, Due Diligence, Private Equity, Tax Treaties, Corporate Law, Income Tax, Cross-border..., Legal Research, Mergers, Tax Advisory, Estate Planning, Restructuring, Mergers & Acquisitions, Joint Ventures, Legislation, Transfer Pricing, Sarbanes-Oxley Act
Education
Harvard Law School 1980 — 1983
J.D.
Harvard University 1975 — 1979
A.B., Applied Mathematics (Economics)
Marblehead High School 1972 — 1975
McGladrey LLP July 2014 - November 2014
Consulting Services January 2010 - July 2013
Consultant January 2009 - January 2012
Jefferson Wells May 2009 - January 2010
P &G Associates December 2005 - March 2008
Istithmar PJSC March 2007 - May 2007
Mortgage Professionals, Inc. January 2004 - December 2005
Morgan Stanley April 2004 - April 2005
Somerset Hills Bank March 2003 - October 2003
Washington Mutual May 2002 - March 2003
Skills
Underwriting, Servicing, Compliance, Quality Assurance, Credit, Mortgage, Loans, Mortgage Lending, Credit Risk, Fraud, Risk, Risk Management, Banking, Risk Mitigation, Portfolio Management, Internal Audit, Due Diligence, Commercial Banking, AML, Audit, Risk Assessment, Mortgage Underwriting, Risk Analysis, Executive Management, Auditing, Loss Mitigation, Loan Origination, Credit Analysis, Operational Risk, Operational Risk..., Internal Controls, Financial Risk, Mergers & Acquisitions, Financial Analysis, Financial Services, Process Improvement, Finance, Financial Modeling, Structured Finance, Loan Servicing, Sarbanes-Oxley Act, Enterprise Risk..., Analysis, Business Analysis, Management, Valuation, Credit Cards, Insurance, Strategy, Accounting
Education
American Bankers Association
CRCM
Avtech Technical Institute 2008 — 2009
Raritan Valley Community College 2008 — 2008
Drew University 1977 — 1982
BA
McGladrey LLP September 1997 - Present
Skills
Accounting, Auditing, GAAP, Assurance, Corporate Tax, US GAAP, CPA, SEC filings, Income Tax, Internal Controls, Tax, Partnership Taxation, Tax Research, Tax Accounting, External Audit, Financial Statements
Education
Gustavus Adolphus College 1993 — 1997
Bachelor of Arts, Accounting
Tommy Bahama May 2014 - Present
Tommy Bahama November 2012 - May 2014
McGladrey LLP September 2007 - November 2012
Edward Jones June 2006 - May 2007
Maxim Healthcare Services May 2006 - September 2006
Skills
GAAP, Financial Statements, Accounting, Auditing, Financial Reporting, Internal Controls, Accounts Payable, General Ledger, Accounts Receivable, Financial Analysis, Account Reconciliation, Outlook, Microsoft Excel, Revenue Recognition, SEC filings, Sarbanes-Oxley Act
Education
Gonzaga University 2004 — 2007
Business, Accounting
Big Bend Community College 2002 — 2004
AA
McGladrey LLP September 2007 - Present
Waste Management, Inc. June 2005 - August 2005
Skills
GAAP, CPA, Auditing, US GAAP, Internal Controls, Accounting, SEC filings, Assurance, External Audit
Education
Indiana University - Kelley School of Business 2002 — 2007
Bachelors, Accounting and Finance
Walmart April 2015 - Present
McGladrey LLP October 2012 - Present
PriceWaterhouseCoopers November 2010 - October 2012
Vodafone November 2006 - December 2008
CIBER 2005 - 2006
Deloitte & Touche 2003 - 2006
Arthur Andersen 2000 - 2002
Skills
International Tax, FATCA, Tax, Income Tax, Transfer Pricing, Tax Research
Education
University of Denver - Sturm College of Law 2000 — 2001
LLM, Tax
University of Arkansas at Little Rock, William H. Bowen School of Law 1997 — 1999
JD
Indiana University Bloomington
BA, History
McGladrey LLP February 1999 - Present
Peachtree Software June 1991 - January 1996
Unocal 1990 - 1991
Skills
Great Plains Software, Microsoft Dynamics, Microsoft CRM, Axapta, CRM, ERP, Software Implementation, Microsoft Dynamics ERP, NetSuite, Accounting, Business Analysis, Business Process..., Integration, Microsoft SQL Server, SharePoint, Cloud Computing, Business Intelligence, Professional Services, Business Process, Databases, Enterprise Software, SaaS, Consulting, Sage, Solution Selling, Sales Operations, Salesforce.com, Microsoft Dynamics GP, Microsoft Dynamics AX
Education
The University of Georgia 1982 — 1987
AB, Sociology
Gwinnett Technical College 1993 — 1996
Certificate in Office Accounting, Accounting
Albany High School 1979 — 1982
FR&R September 2014 - Present
McGladrey LLP November 2006 - August 2014
Blackman Kallick September 2000 - November 2006
Skills
GAAP, Internal Controls, Auditing, US GAAP, Assurance, CaseWare, QuickBooks, Microsoft Excel
Education
Eastern Illinois University
Bachelor's Degree, Accounting
Rock Valley College 1995 — 1997
Hononegah High School
Kelly's Accounting February 2015 - Present
McGladrey LLP December 1998 - February 2015
Barger Business Services April 1991 - December 1998
Education
East Carolina University 1963 — 1967
B.S., Business Administration
East Carolina University - College of Business 1963 — 1967
Bachelor's degree, Business Administration
McGladrey LLP June 1998 - Present
Skills
CPA, Auditing, External Audit, Accounting, Manufacturing, Government, Nonprofits, Member of The..., Financial Statements, Financial Accounting, Budgets, Assurance, Finance, Process Improvement, Management
Education
East Carolina University 1997 — 1998
Master of Business Administration (MBA), Accounting
East Carolina University 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Rockwell Collins April 2014 - Present
McGladrey LLP January 2013 - October 2013
Alliant Energy April 2006 - October 2012
Alliant Energy January 2005 - March 2006
EDS, an HP Company December 1992 - December 2004
Iowa Southern Utilities May 1973 - November 1992
Skills
IT Audit, Internal Audit, IT Governance, IT Risk, CISA, Security Audits, Risk Assessment, SOX, Auditing, Governance, Information Technology, Sarbanes-Oxley Act, Technology Risk, Risk Management, ITGC, IT GRC, COSO ERM, Controls Assessment, IIA Standards, COSO Framework, COBIT, HIPAA, PCI DSS, CGEIT, CRISC, CIA, Disaster Recovery, Business Continuity, Business Analysis, GLBA, COSO, Business Process, Enterprise Risk..., IT Management, SAS70, Information Security, Sarbanes-Oxley, Internal Controls, Security, Project Management, Management, Financial Risk, Consulting
Education
Graceland University 1989 — 1992
BBA, Business Administration
Indian Hills Community College 1986 — 1991
Associates of Arts, Business
McGladrey, LLP November 1990 - Present
Laventhol & Horwath 1981 - 1990
Skills
CPA, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
Masters of Science, Taxation
Marquette University 1977 — 1981
BS, Accounting
OLW
St Viator High School
McGladrey, LLP January 2007 - Present
US Bank 2005 - 2007
U.S. Bank 2003 - 2005
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1995 - 1998
Skills
Financial Analysis, Risk Management, Banking, Financial Reporting, Internal Controls, Auditing, Accounting, Portfolio Management, Internal Audit, Finance, Credit, Credit Risk, Due Diligence, Loans, Financial Risk, Management, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investments, Sarbanes-Oxley Act, Valuation, Investment Banking
Education
University of Kentucky 1988 — 1989
Master of Interational Economics, Patterson School of Diplomacy
Bank of America Securities
East China Normal University
Bachelor's degree
First National Bank of Chicago
Corproate Finance Develoment Program
Northwestern University
Accounting
McGladrey, LLP January 1990 - Present
Accra Pac August 1982 - December 1989
Skills
Process Improvement, Business Process..., Internal Audit, Accounting, Business Intelligence, Change Management, Forecasting, Manufacturing, Team Building, Six Sigma, Performance Improvement, Management Consulting, ERP, Cross-functional Team..., Lean Manufacturing, Strategic Planning, Supply Chain Management, Financial Analysis, Inventory Management, Auditing, Internal Controls, SAP, Management, Demand Planning, Visio, Financial Reporting, Business Strategy, Sarbanes-Oxley Act, Continuous Improvement, Business Process
Education
Indiana University South Bend 1968 — 1972
BS - Business Manageement, MBA, Business
McGladrey, LLP 2007 - Present
Wilson Welding, Inc. 2005 - 2007
Skills
US GAAP, Tax, CPA, GAAP, Accounting, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Master's Degree, Taxation
University of Montana 2001 — 2005
BS in Accounting, Accounting
McGladrey October 2014 - Present
McGladrey October 2012 - October 2014
McGladrey, LLP September 2010 - October 2012
Skills
Tax, Tax Research, CPA, Financial Reporting, Research and..., Microsoft Excel, Corporate Tax, ProSystem fx Tax, Superforms, Tax Accounting, Income Tax
Education
Illinois State University 2006 — 2010
Bachelors of Science, Finance and Accounting
McGladrey, LLP January 2012 - Present
Wouch Maloney and Company, LLP November 2008 - January 2012
Shechtman Marks Devor, PC September 2006 - November 2008
Drucker & Scaccetti, P.C. September 1998 - September 2006
Comprehensive Investment Solutions, LLC September 2003 - September 2005
Gross & Company July 1995 - September 1998
Renzi Bernardi Suarez & Co. December 1991 - July 1995
Berkowitz & Berkowitz, CPA's December 1989 - December 1991
Drexel Burnham Lambert 1986 - 1989
Skills
Partnership and LLC Tax..., C Corporation Tax..., S Corporation Tax..., Tax Compliance &..., Family Office Operations, Estate and Gift Tax..., Trust Tax Compliance &..., Exempt Organization Tax..., Real Estate Transactions, Construction Tax..., Risk Management, Tax Preparation, Tax, Public Speaking, Trusts, Tax Accounting, Property Tax, Strategic Financial..., Auditing, Accounting, Tax Returns, Humorist, High Net Worth..., Investments, Professional Services, S Corporations, Pivot Tables, Tax Advisory, Corporate Tax, Income Tax, Tax Research
Education
Drexel University 2004 — 2006
MST, Taxation
Temple University 1981 — 1986
BBA, Finance and Economics
McGladrey LLP 1999 - Present
Skills
Auditing, GAAP, Internal Controls, CPA, Accounting, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Internal Audit, Financial Accounting, Assurance, Financial Statements, Consolidation, SEC filings, IFRS, Cost Accounting
Education
Illinois State University 1994 — 1998
B.S., Accounting
CC Industries, Inc. June 2015 - Present
McGladrey LLP October 2012 - May 2015
McGladrey LLP January 2011 - July 2012
RSM McGladrey, Inc. January 2008 - December 2010
RSM McGladrey, Inc. 2006 - 2008
Skills
Tax Research, Corporate Tax, CPA, Tax, Income Tax, Partnership Taxation, Tax Preparation, US Tax, Tax Accounting, Tax Returns, Accounting, Tax Advisory, S Corporations, Financial Accounting, Tax Law, SEC Filings, Internal Controls, External Audit, Auditing, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
Masters, Tax
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Accountancy
Niles West
DJO Global April 2015 - Present
McGladrey LLP July 2011 - April 2015
Dordt College August 2010 - May 2011
Monogram Meat Snacks May 2010 - August 2010
Skills
Auditing, Sarbanes-Oxley Act, Finance, Risk Management, Project Planning, Accounting, Financial Reporting, Process Improvement, SSAE 16, IT Audit, Technology Change..., Internal Control..., Due Diligence, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Analysis
Education
Dordt College 2007 — 2011
Bachelor of Arts, Business Administration; Finance
High School 2003 — 2007
MarCom Innovations September 2015 - Present
MBAF December 2014 - August 2015
CBIZ MHM, LLC September 2013 - December 2014
McGladrey LLP November 2002 - September 2013
KPMG 1992 - 2002
Skills
Strategic Planning, Marketing, Budgets, Microsoft Office, PowerPoint, Marketing Strategy, Strategy, Project Management, Accounting, Leadership, Public Relations, Sales, Marketing Communications, Brand Management, Auditing, Financial Reporting, Mergers, Email Marketing, Microsoft Excel, Mergers & Acquisitions, Financial Analysis, Event Planning, Market Research, Business Development, Business Strategy, Marketing Management, Forecasting, Management Consulting, Management, New Business Development
Education
Florida Atlantic University
Florida State University
St. Thomas Aquinas High School
McGladrey LLP May 2015 - Present
Sellers Richardson Holman & West January 2014 - April 2015
Sellers Richardson Holman & West August 2012 - December 2013
Frazier & Deeter, LLC June 2012 - July 2012
Frazier & Deeter, LLC January 2011 - June 2012
Frazier & Deeter, LLC August 2008 - December 2010
Education
Georgia State University 2009 — 2011
Masters of Taxation, Taxation
Furman University 2004 — 2008
Bachelor of Arts (B.A.), Accounting, Cum Laude
McGladrey LLP 2004 - Present
Ernst & Young 2002 - 2004
Arthur Andersen 1999 - 2002
BB&T 1997 - 1999
Bank of America 1992 - 1997
Skills
Accounting, Management Consulting, Finance, Sarbanes-Oxley Act, COSO, Internal Controls, Auditing, Corporate Governance, SEC filings, Internal Audit, GAAP, CPA, Enterprise Risk...
Education
High Point University 1997 — 1999
MBA
University of Houston-Clear Lake 1992 — 1994
BS
McGladrey LLP June 2008 - Present
Skills
Internal Controls, Income Tax, Auditing, Tax Preparation, GAAP, External Audit, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Public Speaking, Social Media, Microsoft Office, Customer Service, Strategic Planning, Single Audit, Local Government, Corporate Tax, Utility Industry, Financial Reporting, Leadership
Education
University of North Carolina at Chapel Hill 2007 — 2008
Master's degree, Accounting
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science in Business Administration
East Carolina University - College of Business
Master of Business Administration (MBA), MBA
McGladrey LLP October 2011 - Present
Eaton October 2004 - November 2010
First Consulting Group February 2003 - October 2004
Skills
Active Directory, Windows Server, Disaster Recovery, Information Technology, Access, Microsoft Exchange, VMware, Visio, Windows 7, IT Management, Network Administration, Servers, Business Analysis, Network Security, IT Strategy, System Administration, Process Improvement, Microsoft SQL Server
Education
Indiana Wesleyan University's Adult Program 2009 — 2012
Bachelor of Science in Management, Business Administration and Management, General
McGladrey LLP October 2014 - Present
Illinois State University August 2010 - May 2014
Pool Watch Inc. May 2010 - September 2012
Skills
Microsoft Excel, Time Management, Teamwork, Public Speaking, Microsoft Office, Accounting, Microsoft Word, PowerPoint
Education
Illinois State University 2010 — 2014
Master's degree, Accounting
McGladrey, LLP November 2010 - Present
Marcheschi & Associates May 2009 - August 2009
Skills
GAAP, Financial Accounting, Internal Controls
Education
Indiana University Bloomington 2005 — 2010
Bachelor Of Science in Business Administration, Accounting, Entrepreneurship, Operations/Production Management
McGladrey LLP July 2012 - July 2014
Dallas Independent School District August 2010 - July 2012
Raytheon June 2003 - February 2010
St. Mark's School of Texas August 2000 - June 2004
University of Texas at Arlington June 1996 - July 2000
University of Texas at Austin 1990 - 1996
Skills
Public Speaking, Coaching, Staff Development, Event Planning, Leadership Development, Strategic Planning, Teaching, Research, Leadership, Employee Relations, Non-profits, Organizational..., Organizational..., Career Counseling, Public Relations, Microsoft Office, Succession Planning, Social Media, Community Outreach, Human Resources, Interviews, Management, Nonprofits, Onboarding, Personnel Management, Program Management, Recruiting, Talent Acquisition, Talent Management, Strategy, Hiring, Customer Service
Education
Dallas Baptist University 1997 — 1999
M. Ed., Higher Education
The University of Texas at Austin 1989 — 1995
Bachelor of Arts, Sociology
Mary Carroll High School
4957 Louise November 2012 - Present
McGladrey LLP January 2012 - October 2012
C&A Financial 2011 - 2011
Skills
Tax, Financial Statements, Access, Returns, QuickBooks, Microsoft Excel, Financial Modeling, Tax Preparation, G/L Reconciliations
Education
DePaul University 2009 — 2012
Bachelors of Science, Accounting
Oakton Community College
McGladrey, LLP December 2013 - Present
AptarGroup, Inc. May 2011 - March 2013
Skills
Accounting, Financial Reporting, Microsoft Excel, Accounts Payable, SAP, Internal Controls, Microsoft Word, Outlook, Microsoft Office, Financial Statements, Sarbanes-Oxley Act, Peachtree, Variance Analysis, Time Management, Access, PowerPoint, Auditing, Microsoft Access, Microsoft Outlook, Professional..., CaseWare, IDEA, Teamwork, Bookkeeping, Financial Accounting
Education
Northern Illinois University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Accountancy
Waubonsee Community College 2013 — 2013
Research Methods for Accounting and Auditing
Illinois Central College 2009 — 2010
Dunlap High School 2005 — 2009
Xpac July 2012 - Present
McGladrey LLP August 2011 - June 2012
Hy-Vee, Inc March 2004 - July 2011
Rock Island Arsenal June 2010 - January 2011
Ciasto & Associates LLC January 2010 - April 2010
Vistabon, Inc May 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, Adobe, Caseware, IDEA, Microsoft Publisher, Microsoft Powerpoint, Great Plains Software, Visual Basic, Lotus Notes, Account Reconciliation, Auditing, Tax, GAAP, Microsoft Office, Tax Preparation, Financial Accounting, Accounts Payable, Accounts Receivable, Month End Close
Education
Illinois State University 2006 — 2011
Bachelor of Science, Accounting/Finance, 3.13
United Township High School 2002 — 2006
McGladrey LLP January 2008 - Present
Education
East Carolina University - College of Business 2006 — 2007
MSA, Accounting
Briar Hall LLC June 2014 - Present
McGladrey LLP November 2010 - June 2014
McGladrey & Pullen January 2009 - March 2009
Skills
Financial Accounting, Employee Benefit Plan..., GAAP
Education
Illinois Wesleyan University 2006 — 2010
BA, Accounting
McGladrey LLP January 1987 - Present
Skills
Audit, Accounting, Financial Reporting, SEC reporting, Internal Controls, Auditing, Real Estate, GAAP, SEC filings, Tax, CPA, External Audit, Analysis, Financial Accounting
Education
DePaul University 1983 — 1987
BSC, Accounting
McGladrey LLP January 2006 - Present
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Tax Research, Accounting, Income Tax, Tax Preparation, Financial Reporting, Partnership Taxation, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MS, Taxation
Illinois State University 2001 — 2005
BS, Accounting and Finance
McGladrey LLP Supervisor - National Business Credits & IncentivesMcGladreyNovember 2013 - Present
Indiana Economic Development Corporation November 2006 - November 2013
Indiana Department of Environmental Management February 2005 - November 2006
American Funds October 2003 - January 2005
Connie Nass for State Auditor June 2001 - December 2002
Skills
Economic Development, Public Policy, Government, Community Development, Non-profits, Public Relations, Policy, Community Outreach, Workforce Development, Strategic Planning, Public Speaking, Grant Writing, Policy Analysis, Project Planning, Research, Media Relations, Project Management, State Government, Grants, Budgets
Education
University of Oklahoma - Economic Development Institute 2007 — 2010
Certified Economic Developer (CEcD), Passed certification exam in 2010
Indiana University Bloomington 1998 — 2001
Bachelor of Science (B.S.), Marketing - Kelley School of Business
Zionsville Community High School 1993 — 1997
McGladrey LLP October 2001 - Present
Skills
Auditing, Due Diligence, Financial Analysis, Financial Reporting, Financial Statements, Internal Controls, Accounting, Financial Audits, CPA, Finance, Cost Accounting
Education
Illinois State University 1997 — 2001
Bachelor, Accounting, Finance, and BIS
McGladrey LLP 2011 - Present
McGladrey & Pullen 1995 - 2011
Chicago Mercantile Exchange 1994 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Securities, Auditing, Financial Analysis, Financial Services, Commodity, Accounting, SEC, Employee Benefits, US GAAP
Education
DePaul University
Bachelor of Science, Accounting
McGladrey July 2015 - Present
McGladrey LLP July 2013 - June 2015
Discover Financial Services May 2012 - August 2012
Miller, Cooper & Co., Ltd. January 2012 - April 2012
Covidien May 2011 - August 2011
Skills
Cost Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Financial Accounting, Accounting, Tax, Financial Analysis
Education
Illinois State University 2008 — 2013
Bachelor of Science, Accounting
Illinois State University 2008 — 2013
Bachelor of Science, Information Systems
Dixon Hughes Goodman LLP January 2014 - Present
McGladrey LLP 1998 - December 2013
RSM McGladrey September 1998 - December 2011
BTI Telecom, Inc 2000 - 2001
Skills
Accounting, Auditing, GAAP, Internal Controls, SEC filings, Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Financial Accounting, Assurance, General Ledger, Internal Audit, Financial Statements, Account Reconciliation, Mergers & Acquisitions, Corporate Tax, Tax Accounting, Income Tax, Forensic Accounting, Tax Research, Revenue Recognition, Tax Preparation, Tax Returns, Sarbanes-Oxley, Tax, Team Management, Management, SEC Filings
Education
Frostburg State University 1990 — 1994
BS, Accounting
West Virginia University 1989 — 1990
McGladrey LLP October 2009 - Present
American Society of Women Accountants June 2006 - June 2010
KPMG October 2007 - September 2009
Bader Martin, P.S. October 2004 - September 2007
Specialty Transport, Inc. February 2003 - November 2004
Skills
Tax, Accounting, Auditing, General Ledger, Financial Reporting, Payroll, CPA, Financial Statements, Internal Audit, Tax Returns, Tax Research, Cash Flow, Bookkeeping, Partnership Taxation
Education
Golden Gate University 2005 — 2008
MST, Tax
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
BS, Economics/Computer Science
McGladrey LLP July 2010 - Present
Skills
Corporate Governance, Accounting, Auditing, Business Intelligence, Business Process..., Business Strategy, Change Management, Consulting, Corporate Development, Enterprise Risk..., Finance, Financial Accounting, Financial Analysis, Financial Reporting, Internal Audit, Internal Controls, Leadership, Management Consulting, Mergers, Program Management, Restructuring, Risk Management, SEC filings, Sarbanes-Oxley Act, Strategic Planning, Strategy
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, General Management & International Business
Georgia Institute of Technology - Georgia Tech College of Management 1994 — 1996
MS, Accounting
McGladrey LLP June 2014 - Present
McGladrey LLP February 2014 - May 2014
Deloitte Consulting LLP May 2011 - February 2014
Perficient, Inc July 2010 - May 2011
Edgewater Technology March 2007 - July 2010
IBM Global Business Services October 2005 - March 2007
capital one 1998 - 2005
Adelphia Communications 1994 - January 1998
Adelphia Communications 1990 - 1994
Skills
DW/BI Thought Leadership, Data Strategy/Roadmap..., Data Architecture, Reporting/Base Analytics, KPI/KRI Definition, Advanced Analytics, Master Data Management, Metadata Management, Data Quality, Data Governance, Data Integration, Data Modeling, Program Management, Project Management, Project Rescue, Methodology Development, Business Development, Business/Technical..., Career..., Outsourcing Strategy,..., DW/BI Methodologies..., Healthcare..., Financial Services..., Software Development..., Methodology, Financial Services, Information Management, Requirements Gathering, Professional Services, Business Analysis, SDLC, Software Project..., Business Intelligence, Analytics, Data Warehousing, Strategy, Outsourcing, Enterprise Architecture, IT Strategy, Software Development
Education
Indiana University of Pennsylvania 1983 — 1987
BS
McGladrey LLP January 2012 - Present
RSM McGladrey 2007 - December 2011
McGladrey & Pullen 2005 - December 2011
Ernst & Young January 1996 - January 2003
Skills
International tax..., Transfer pricing..., Transfer pricing..., Cross-border M&A, Private Equity, Restructuring, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Tax
Education
Georgetown University
Masters, Taxation
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
McGladrey LLP January 2007 - Present
Bentley Systems, Inc. 1999 - 2005
Skills
CPA, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Consolidation, Mergers & Acquisitions, Business Valuation, Strategic Planning, Auditing, Tax Accounting, Management Consulting, US GAAP, Tax, Finance, SEC filings, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Due Diligence, Management, Financial Statements, Cost Accounting
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Accounting and Marketing
Georgetown University 1985 — 1987
Bachelor of Science (B.S.)
Various Consulting Roles 2011 - Present
McGladrey LLP May 2013 - November 2013
OUM & Co. LLP (Independent Member, BDO Seidman Alliance) December 2007 - December 2010
Ernst & Young LLP January 2005 - November 2007
(fka Eichstaedt & Devereaux, LLP) January 2003 - December 2004
Skills
Auditing, Audit and Assurance, Business Risk Advisory, SOX 404 Compliance, Financial Accounting, Internal Controls, Internal Audit, Financial Statement..., SEC Financial Reporting, SOX Audit, COSO Framework, SEC Management Guidance, CPA, Big Four, US GAAP, PCAOB standards, Top-Down Risk Assessment, Corporate Governance, Pre-IPO, Audit Readiness and..., Sarbanes-Oxley, SOX 404, Financial Audits, Accounting, SEC filings, General Ledger, Sarbanes-Oxley Act, SEC Filings
Education
University of Guam 1998 — 2002
Bachelor of Business Administration (B.B.A.)
De La Salle University 1994 — 1996
Bachelor of Science (B.S.)
McGladrey LLP January 2008 - Present
McGladrey & Pullen June 2007 - August 2007
Skills
Sarbanes-Oxley Act, SEC filings, Tax, Financial Reporting, GAAP, CPA, Accounting, Auditing, Internal Controls, US GAAP, Financial Statements, Corporate Tax, Tax Research, External Audit
Education
Florida State University - College of Business 2003 — 2007
Bachelor of Science (BS), Accounting
McGladrey LLP 1997 - February 2014
Directions for Youth and Families 2006 - December 2012
RSM McGladrey May 1997 - December 2011
RSM McGladrey, Inc. 1997 - December 2011
The Columbus Compact Corporation 2000 - 2011
Skills
Tax, Tax Research, CPA, Corporate Tax, Tax Exempt Organizations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science - Taxation, Taxation
Franklin University
BSBA - Business Administration, Accounting
Ohio University
Jayco, Inc. November 2014 - Present
McGladrey LLP January 2005 - October 2014
Afdent Dental Services December 2002 - January 2005
Skills
GAAP, Internal Controls, Accounting, Auditing, Tax, Corporate Tax
Education
Indiana University South Bend 1998 — 2007
McGladrey LLP November 2014 - Present
BOL Insiders (BankersOnline) February 2013 - October 2014
Krieg DeVault LLP October 2007 - February 2013
The Huntington National Bank (f/k/a Sky Bank; UFB) November 2006 - July 2007
The Huntington National Bank (f/k/a Sky Bank; UFB) February 2005 - November 2006
Skills
Banking, Compliance, Consumer Banking..., BSA/AML/OFAC, Legal Documents, Trusts/Gardianships, Training, UCCC, UCC, Retail Banking, Loans, Consumer Lending, Branch Banking, Legal Assistance, Legislation, Legal Issues, Corporate Governance, Financial Services, Risk Assessment, Financial Risk, Anti Money Laundering, Internal Audit, Finance, Management
Education
Indiana University Robert H. McKinney School of Law 1988 — 1992
Doctorate of Jurisprudence (JD)
Indiana University-Purdue University at Indianapolis 1977 — 1981
BS - Finance
McGladrey LLP October 2005 - Present
American Express Tax & Business Services Inc. December 1998 - September 2005
Altschuler, Melvoin & Glasser LLP January 1997 - November 1998
Skills
Income Tax, Tax, Tax Research, Tax Accounting
Education
DePaul University
B.S.
Kenyon College
B.A.
FGMK, LLC November 2013 - Present
McGladrey LLP August 2011 - August 2013
McGladrey October 2004 - August 2013
McGladrey May 2010 - August 2011
McGladrey April 2007 - April 2010
McGladrey August 2001 - September 2004
The Advisa Group July 2000 - August 2001
The Hechtman Group June 1999 - July 2000
Edgeworth Capital ManagementC September 1998 - June 1999
Checkers, Simon & Rosner LLP 1990 - 1998
Skills
CPA, Corporate Tax, Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Tax, GAAP, Tax Preparation, Income Tax, Due Diligence, Mergers & Acquisitions, Private Equity, Internal Controls, Business Strategy, Partnership Taxation
Education
Indiana University Bloomington
BS, Finance, General
NextEra Energy Resources September 2014 - Present
Nextera Energy September 2012 - August 2014
McGladrey LLP January 2010 - September 2012
Skills
Assurance, Auditing, Internal Audit, Accounting, GAAP, Internal Controls, US GAAP, SEC filings, Financial Reporting, CPA, Sarbanes-Oxley Act
Education
Florida Atlantic University
Master of Accounting
Stetson University
BBA
McGladrey LLP November 2008 - Present
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Skills
Tax, Accounting, CPA, Tax Research, CCH ProSystem fx, Corporate Tax, Income Tax, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Accounting, ProSystem fx Tax
Education
Philadelphia University 2008 — 2009
Master of Science, Taxation
Drexel University 2004 — 2006
B.S. in Business Administration, Accounting
McGladrey LLP January 2007 - Present
McGladrey & Pullen (Formerly Goldstein Golub Kessler) January 2004 - September 2007
Condon, O'Meara, McGinty & Donnelly CPAs 2000 - 2004
Education
Iona College 1996 — 2000
Mcgladrey LLP January 2007 - Present
Skills
Corporate Tax, Income Tax, Partnership Taxation, LLC, Corporate Finance, Property Tax, Financial Planners, S Corporations, High Net Worth..., Private Equity, Tax Advisory, Tax Research, Tax, Mergers, International Tax, Mergers & Acquisitions, State and local taxation
Education
Georgetown University
Masters of Science, Taxation
University of Maryland College Park
Balchelor of Science, Accounting
McGladrey LLP December 2003 - Present
KPMG LLP July 1998 - December 2003
Florida Department of Revenue December 1987 - June 1998
Skills
Tax Research, Corporate Tax, Tax, State Tax, Sales Tax, Auditing, Tax Accounting, Partnership Taxation, International Tax, Tax Preparation, US Tax, Tax Advisory, Tax Returns, SEC filings, Tax Law, Income Tax, Property Tax, CPA
Education
Florida State University - College of Business 1978 — 1995
Bachelor of Science (BS), Accounting and Finance
Florida State University
Bachelor of Science (BS), Accounting and Finance
McGladrey LLP August 1989 - Present
RSM McGladrey August 1989 - December 2011
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, Internal Controls, Auditing, CPA, General Ledger, Finance
Education
Edgewood College
McGladrey, LLP March 2008 - Present
Ernst & Young 2005 - 2008
Raffa, PC 2003 - 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Auditing, CPA, GAAP, US GAAP, Internal Audit, External Audit, Enterprise Risk..., Assurance, Accounting, Revenue Recognition, Sarbanes-Oxley, Big 4, Financial Analysis, Forensic Accounting, COSO, Tax, Consolidation, Financial Accounting, General Ledger, Corporate Tax, IFRS, IT Audit, SEC Filings
Education
Harding University
MBA, Accounting
McGladrey LLP 1988 - Present
RSM McGladrey Inc 1998 - November 2011
Skills
CPA, Tax, Tax Research, Corporate Tax, Income Tax, Mergers & Acquisitions, SEC filings, Tax Accounting, GAAP, Tax Advisory, Tax Returns, Internal Audit, FIN 48, Auditing, Financial Reporting, International Tax, Partnership Taxation, Internal Controls, US Tax, Assurance, Transfer Pricing, Revenue Recognition, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Tax Law, Accountants, External Audit, Financial Statements, Accounting, Business Valuation, S Corporations, Consolidation, Sales Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Master of Science in Taxation, Taxation
DePaul University 1978 — 1982
B.S. Accounting, Accounting
McGladrey LLP September 2005 - Present
American Express Tax & Business Services (TBS) November 1998 - September 2005
OC, Incorporated September 1997 - November 1998
Friedman & Fuller, PC July 1988 - September 1997
Skills
Business Tax Planning, Tax Advisory, Business Acquisition, IRS problem resolution, Tax Preparation, FIN 48, Income Tax, Mergers & Acquisitions, Financial Statements, Tax Accounting, Tax Research, Auditing, Financial Reporting, US Tax, Accounting, CPA, Corporate Tax, Tax, Financial Accounting, Partnership Taxation, GAAP, Accounts Receivable, International Tax
Education
Frostburg State University
Bachelor of Science (B.S.), Business Administration and Accounting
Peary High School
Atlantic Media September 2015 - Present
Experience Works October 2014 - August 2015
Goodwill Industries International August 2013 - September 2014
McGladrey LLP September 2007 - July 2013
Fairfax County Public Schools May 2005 - August 2006
Skills
Accounting, Auditing, Nonprofits, Non-profits, Microsoft Office, Microsoft Excel, OMB Circulars, Subrecipient Monitoring, Federal Grants..., Grant Financial..., Grant Budgeting, Financial Accounting, Financial Statements, External Audit, Caseware, Accounting Research
Education
Elon University 2003 — 2007
BS
McGladrey, LLP October 2010 - Present
McGladrey November 1999 - Present
Skills
Employee Relations, Performance Management, Employee Engagement, Compliance, Leadership Development, Compensation, Coaching, Onboarding, Internal Communications, Talent Management, Organizational Design, Organizational..., Executive Coaching, Change Management, Interviewing, HR Strategy, Conflict Resolution, Performance Appraisal, Engagement, Process Improvement, Succession Planning, Restructuring, Change Leadership, Temporary Placement, Interviews, Workforce Planning, Employee Benefits, Deferred Compensation, Personnel Management
Education
DePaul University 2006 — 2007
MA
McGladrey LLP December 2008 - Present
Indymac Bank September 2007 - December 2008
Vasquez & Company LLP February 2006 - September 2007
PricewaterhouseCoopers October 2004 - February 2006
CMG of Australia July 1998 - September 2003
PricewaterhouseCoopers November 1992 - June 1998
Skills
Internal Controls, Internal Audit, Auditing, Accounting, Financial Analysis, Financial Reporting, CPA, Sarbanes-Oxley Act, General Ledger, SEC filings, GAAP, COSO, Financial Accounting, Banking, Sarbanes-Oxley, External Audit, US GAAP, SEC Filings
Education
De La Salle University
MBA
Divine Word College of Legaspi
Bachelor of Science in Commerce, Major in Accounting
McGladrey LLP September 2012 - Present
Wurdemann, Pinto & Co., LLC January 2001 - September 2012
Skills
Certified Public..., Certified Financial..., Personal Financial..., Personal Finance, Estate Planning, Tax, Income Tax, High Net Worth..., Trusts, Tax Accounting, Corporate Tax, Tax Preparation
Education
Fordham University
B.S., Accounting
Pace University - Lubin School of Business
MBA, Taxation
Promega September 2013 - Present
McGladrey LLP March 2013 - August 2013
ManpowerGroup May 2011 - February 2013
Jefferson Wells February 2004 - April 2011
Bearing Point, Inc. 2002 - 2004
Arthur Andersen 1981 - 2002
Skills
Target Costing, Cost Management, Solution selling, Strategic planning, Program Management, Change Management, Project Management, Analytical Review, Organizational..., Solution Selling, Mergers & Acquisitions, Strategy, ERP, Strategic Planning, Management, Finance, Leadership, Manufacturing, Employee Benefits, Business Process..., Start-ups, Mergers, SharePoint, Due Diligence, Financial Analysis, Product Management, Marketing, CRM, Internal Controls, Management Consulting, IT Audit, Auditing, Recruiting, Performance Improvement, Process Improvement, Internal Audit, Performance Management, Governance, Organizational..., Human Resources, Sarbanes-Oxley Act, Enterprise Risk..., Managerial Finance, Consulting, Business Development, IT Strategy, Accounting, Acquisition Integration, Sales, Analysis
Education
Indiana University - Kelley School of Business 1976 — 1980
B.S., Accounting
McGladrey LLP 1992 - Present
RSM McGladrey October 1992 - November 2011
Blackman Kallick December 1989 - October 1992
Skills
International Tax, Corporate Tax, Tax, Foreign Tax Credit, Mergers, Mergers & Acquisitions, Financial Structuring, Management, Income Tax, CPA, Tax Research, Tax Accounting, Internal Audit, Partnership Taxation, GAAP, Tax Preparation, FIN 48, US Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
M.S. Tax, Taxation
Eastern Illinois University 1986 — 1989
Business, Accounting
Waubonsie Valley
Waubonsie Valley
Mac's Convenience Stores Inc. September 2014 - Present
Blue and Company, LLC December 2013 - May 2014
Patrick Industries, Inc. January 2008 - March 2013
CTS Electronic Components April 2006 - September 2007
Crowe Horwath LLP April 2004 - April 2006
Quality Dining, Inc. April 1998 - April 2004
McGladrey LLP January 1987 - January 1996
Skills
Tax Accounting, Tax, Income Tax, Corporate Tax, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Accounting, Fixed Assets, Consolidation, Tax Research, International Tax, Financial Analysis, Cost Accounting, GAAP, SEC filings, Tax Advisory, Variance Analysis, Tax Returns
Education
Indiana University South Bend 1986 — 1991
Bachelor of Science (BS), Accounting
McGladrey LLP December 2008 - Present
Elko & Associates 2008 - 2008
Rainer & Company November 1980 - December 2007
Skills
Training, Accounting, Auditing, Budgets, Payroll, Internal Controls
Education
Eastern University
B.A., Organization Management
McGladrey LLP 1981 - Present
Skills
CPA, GAAP, Auditing, Accounting, Tax, US GAAP, Financial Reporting, Corporate Tax, Financial Accounting
Education
Illinois State University 1977 — 1981
Bachelor's degree, Accounting
JE Dunn Construction 2014 - Present
McGladrey LLP 2000 - 2014
McGladrey & Pullen 1994 - 2000
McGladrey & Pullen 1992 - 1994
McGladrey & Pullen 1990 - 1992
McGladrey & Pullen 1985 - 1990
Skills
Non-profits, CPA, Accounting, Employee Benefits, Mergers, Auditing
Education
Iowa State University - College of Business 1981 — 1985
BBA, Accounting
McGladrey LLP September 2004 - Present
Skills
Corporate Tax, Tax Accounting, FIN 48, Partnership Taxation, Tax Research, Tax, CPA, US Tax, International Tax, Income Tax, Tax Preparation, SEC filings, S Corporations, GAAP, Tax Advisory, SEC Filings, Accounting, Financial Reporting
Education
DePaul University College of Law 1983 — 1988
LL.M., Taxation
The John Marshall Law School 1979 — 1983
J.D.
Indiana University-Northwest
B.S., Accounting
Ernst & Young LLP January 2015 - Present
McGladrey LLP September 2008 - December 2014
Sea Jet Trucking & APA Warehouses May 2008 - September 2008
Rochwarger and Company, LLC January 2008 - April 2008
Education
Fairleigh Dickinson University 2006 — 2008
Masters, Accounting
McGladrey LLP October 2014 - Present
McGladrey LLP 1999 - September 2014
Arthur Andersen 2001 - 2002
Education
High Point University 1994 — 1998
BS, Accounting and Business Administation
McGladrey, LLP September 1999 - Present
American Express Tax & Business Services September 1999 - October 2005
Skills
Tax Research, Tax, Income Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MST, Master of Science in Taxation
DePaul University 1995 — 1999
B.S., Accountancy
McGladrey October 2012 - Present
McGladrey LLP October 2010 - September 2012
RSM McGladrey, Inc October 2008 - September 2010
RSM McGladrey, Inc September 2006 - September 2008
Skills
Tax, CPA, Tax Returns, High Net Worth..., Tax Advisory, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, General Ledger, QuickBooks, Partnership Taxation, Account Reconciliation, S Corporations, Microsoft Excel, Mergers, US Tax, US GAAP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
Masters of Science in Taxation
North Central College 2002 — 2006
B.S., Accounting
McGladrey LLP October 1988 - Present
Matson, Driscoll & Damico LLP January 1986 - October 1988
Skills
Forensic Accounting, Contruction Cost Review, Damages, Litigation Support, CPA, Tax, Internal Controls, Sarbanes-Oxley Act
Education
Illinois State University 1980 — 1984
BS, Accounting and Business Administration
Buffalo Grove High School 1976 — 1980
High School Diploma, Business/Commerce, General, 12
McGladrey LLP November 2011 - Present
Aronson & Company January 2007 - November 2011
Frederick County Board of Education 2005 - 2007
Consulting 2000 - 2007
Prudential Home Mortgage 1990 - 2000
Freddie Mac 1985 - 1990
Skills
CPA, MST, Corporate Tax, C Corporations, S Corporations, Multistate Taxation, Accounting, Auditing, Internal Controls, Tax, Multi-State Sales Tax, C-Corp, Finance, Tax Returns, Tax Research, Tax Preparation, Tax Accounting, Partnership Taxation, Tax Advisory, Income Tax, US GAAP, Sales Tax, GAAP
Education
Duke University
BS, Management Science
Georgetown University
Master of Accounting in Taxation, 40% courses taken in LLM Program
McGladrey LLP 2009 - Present
Arise Virtual Solutions Inc. 2013 - 2014
PricewaterhouseCoopers 2000 - 2008
Education
Florida International University - College of Business Administration
Science degree in Accounting & Finance
Florida International University - College of Business Administration
Master of Science in Taxation
McGladrey LLP January 2011 - Present
State of California Franchise Tax Board January 2010 - December 2010
Striegel Knoblach & Company February 2009 - April 2009
Skills
State Tax, Corporate Tax, Tax, CPA, Financial Services, Tax Research, Financial Planners, Tax Accounting, US Tax, Partnership Taxation, Income Tax, Accounting, Tax Returns, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Science (MS), Taxation
Illinois State University 2005 — 2009
BS, Accounting & Finance
GLP US Management LLC. September 2015 - Present
KPMG US December 2014 - September 2015
McGladrey LLP January 2011 - November 2014
Skills
Real Estate, Real Estate Development, Commercial Real Estate, CPA, Tax, Partnership Taxation, Tax Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Masters of Science, Taxation
Southern Illinois University, Carbondale 2005 — 2009
Masters, Accounting
McGladrey LLP October 1990 - Present
Skills
Auditing, Accounting, CPA, Financial Reporting, GAAP, US GAAP, Financial Analysis, Mergers & Acquisitions, Internal Controls, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, SEC Filings
Education
Eastern Illinois University 1976 — 1980
Bachelor's degree, Accounting
RSM McGladrey December 2009 - Present
McGladrey LLP December 2005 - Present
Horwath Castillo Miranda January 2003 - September 2005
Paccar Mexico May 2000 - September 2001
BDO Mexico January 1992 - August 1999
Skills
Tax, Accounting, Corporate Tax, Income Tax, Tax Accounting, International Tax, Tax Research, FIN 48, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2013
MST, Taxation
Univerisdad Iberoamericana AC 1990 — 1995
Mexican CPA Licence, Tax, accounting and finance
McGladrey LLP June 2000 - Present
Skills
Tax Compliance, Partnership Taxation, Tax, Real Estate, Accounting, Individual Taxation, Income Tax, Real Estate Investment, Federal Tax, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
Masters In Taxation, Taxation
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS Accountancy, Accounting
McGladrey, LLP November 2006 - Present
Skills
US GAAP, Financial Reporting, Auditing, GAAP, Accounting, External Audit, Financial Accounting, Internal Controls, Financial Analysis, Corporate Finance, SEC filings, CPA
Education
Fordham University 2002 — 2006
McGladrey LLP October 2012 - Present
McGladrey LLP October 2011 - October 2012
Mohler, Nixon and Williams August 2007 - February 2010
Ernst and Young LLP August 2005 - June 2007
Skills
Auditing, Internal Controls, Accounts Receivable, Financial Statements, Accounting, Revenue Recognition, Analysis, Management, GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, CPA, US GAAP, Tax, SEC filings, General Ledger, External Audit, Assurance, Internal Audit, Financial Analysis, Financial Audits, Income Tax, QuickBooks
Education
De La Salle University 1994 — 1997
Accountancy, Bachelor of Science
WP Global Partners June 2014 - Present
McGladrey LLP October 2012 - June 2014
McGladrey January 2011 - September 2012
Skills
Tax Research, Partnership Taxation, Tax Accounting, Financial Reporting
Education
Eastern Illinois University 2009 — 2010
Masters, Business Administration
Eastern Illinois University 2005 — 2009
Bachelors, Accounting
McGladrey LLP 2007 - Present
Miller Downey Spevak Kaffenberger, Ltd 1997 - 2006
Skills
Partnership Taxation, Corporate Tax, CPA, FIN 48, Tax Advisory, Tax Research, Tax Accounting, High Net Worth..., Income Tax, SEC filings
Education
Philadelphia University
Master's degree, Taxation
Holy Family University 1993 — 1997
Bachelor of Arts (BA), Accounting
McGladrey LLP September 1985 - Present
Skills
SEC filings, CPA, Corporate Tax, Tax, Strategic Financial..., Nonprofits, Strategic Planning, Income Tax, Internal Controls, Tax Research, GAAP, Tax Accounting, Financial Reporting, Accounting, Assurance, Auditing, US GAAP, International Tax
Education
Illinois State University
B.S., Accounting
McGladrey LLP October 2014 - Present
PwC February 2013 - September 2014
Iowa State University Dining April 2010 - December 2012
PwC June 2012 - August 2012
Skills
Penetration Testing, Network Security, Metasploit, Nessus, Burp Suite, Security, TCP/IP, Kali Linux, Windows, Linux, Firewalls, Java, MySQL, Python, C, Perl
Education
Iowa State University 2009 — 2012
Computer Engineering, Computer Security
McGladrey LLP September 2013 - Present
FDIC May 2010 - August 2013
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Policy, Microsoft Word, Microsoft Excel, Loans, Credit, Banking, Financial Analysis, Analysis, Commercial Lending, Insurance, Risk Management, Internal Audit, Credit Analysis
Education
Eastern Illinois University 1982 — 1986
McGladrey, LLP January 2015 - Present
McGladrey October 2012 - December 2014
Chick-fil-A-Franchise August 2007 - October 2012
Skills
Accounting, Auditing, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Accounting, Microsoft Word, Time Management, GAAP
Education
Florida State University 2007 — 2012
Bachelor’s Degree, Accounting and Finance
McGladrey LLP January 2009 - Present
Brightstar April 2006 - January 2009
Skills
Financial Accounting, GAAP, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Accounting, CPA, External Audit, Assurance, Revenue Recognition, General Ledger, Financial Statements
Education
Florida International University - College of Business Administration 2003 — 2011
Master & Bachelor, Accounting
McGladrey October 2013 - Present
McGladrey LLP November 2009 - October 2013
Department of Homeland Security - Office of the Inspector General May 2008 - August 2008
Education
Illinois Wesleyan University 2005 — 2009
BA, Accounting
CDK Global August 2014 - Present
McGladrey LLP January 2006 - August 2014
Skills
Auditing, US GAAP, SEC Filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting
Education
Illinois State University 2001 — 2005
BS, Accounting
Cooper's Hawk Winery and Restaurants September 2014 - Present
McGladrey October 2012 - August 2014
McGladrey LLP November 2010 - October 2012
Wells Fargo Advisors June 2008 - August 2010
Skills
Financial Analysis, Assurance, Financial Accounting, Auditing, Tax
Education
Illinois Wesleyan University 2006 — 2010
Bachelors, Accounting
McGladrey LLP December 2007 - Present
Education
Guilford College
McGladrey LLP December 1998 - Present
Barger Business Services April 1991 - December 1998
Donald S. Barger, CPA August 1984 - April 1991
Southside Community College March 1984 - September 1987
Virginia Legal Aid Society, Inc. September 1978 - July 1984
Hardbarger Junior College of Business September 1975 - August 1978
North Carolina public schools August 1967 - March 1971
Skills
Bookkeeping, payroll,..., Legal office experience, Teaching--high school..., Teaching-community...
Education
East Carolina University 1963 — 1967
Bachelor of Science (B.S.), Business Administration and Management, General
West Bertie High School 1959 — 1963
Business
McGladrey, LLP October 2015 - Present
McGladrey, LLP October 2014 - September 2015
McGladrey, LLP August 2012 - September 2014
Internal Revenue Service June 2012 - July 2012
Ushijima & Partners October 2003 - June 2011
Shumaker Williams, P.C. April 2003 - September 2003
Pennsylvania Securities Commission June 2001 - January 2003
Skills
Income Tax, Tax Research, Corporate Tax, Tax, Partnership Taxation, M&A tax, International M&A, Cross-border..., Tax Accounting, International Tax, Mergers & Acquisitions, Due Diligence, Private Equity, Corporate Finance, SEC filings, Corporate Governance, Securities Regulation, Finance, Joint Ventures, International Law, Corporate Law, Tax Law, Commercial Litigation, Competition Law, Dispute Resolution, Intellectual Property, Legal Research, Financial Services, Licensing, Tax Advisory, S Corporations, Legal Writing, Litigation
Education
Villanova University School of Law 2011 — 2012
Master of Laws (LL.M.), Taxation
Pennsylvania State University, The Dickinson School of Law
Doctor of Law (J.D.)
Temple University - James E. Beasley School of Law
Study Abroad, Japan Campus School of Law: J.D. Semester Abroad Program
Boston University
M.A., Energy and Environmental Analysis
University of Maryland College Park
Bachelor of Arts (B.A.), Political Science and Government
LaSalle Capital July 2014 - Present
J.P. Morgan September 2013 - July 2014
McGladrey LLP September 2008 - August 2013
Education
Illinois State University 2003 — 2008
Masters of Science in Accountancy
McGladrey LLP November 2014 - Present
FGMK LLC January 2014 - June 2014
Pritzker Family Office April 2013 - October 2013
Equity Group Investments November 1995 - April 2013
Prospect Heights Park District 1995 - 2006
Household International June 1991 - June 1995
Ernst & Young 1987 - 1991
Touche Ross June 1982 - June 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Editing
Education
Georgetown University - The McDonough School of Business 1984 — 1987
Master of Science (MS), Taxation
Mars Hill University 1978 — 1982
Bachelor of Science (BS), Accounting
McGladrey LLP 1990 - Present
Education
East Carolina University
Bachelor of Science (BS), Accounting and Business/Management
University of Mount Olive
Associate of Science (AS)
McGladrey LLP February 2012 - Present
McGladrey LLP 2006 - February 2012
Skills
Estate and Gift Tax..., Income Tax Planning, Charitable Gift Planning, Accounting, CPA, Income Tax, Tax, Tax Accounting, Tax Preparation, Tax Research
Education
DePaul University 2007 — 2010
Master's Degree, Taxation
DePaul University 2003 — 2007
Bachelor's Degree, BA of Accounting and BA of Finance