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 LLP January 2006 - Present
McGladrey & Pullen 2006 - Present
Northwest Airlines 1994 - 2005
Skills
Microsoft Office, Accounts Payable, Accounting, Microsoft Word, Travel Planning, Executive Calendar..., Proofreading, Teamwork, Easily Adaptable, Learn New Software..., Administrative..., Outlook, PowerPoint, Microsoft Excel, Salesforce.com, Marketing Research
Education
South Dakota State University
Associate Degree, Secretarial Science
South Dakota State University, Brookings SD
McGladrey LLP May 2012 - Present
Standard Bank and Trust May 2010 - May 2012
Michaels Arts and Crafts February 2010 - May 2010
TCF Bank October 2008 - January 2010
Target March 2008 - October 2008
First Midwest Bank Ampitheatre April 2008 - September 2008
Parmesans Woodstone Pizza August 2005 - March 2008
Skills
Able To Multi-task, Organized, Microsoft Office, Financial Analysis, Banking, Telephone Skills, Customer Service, Data Entry, Access, Microsoft Excel, Commercial Lending, Credit, Investments, Marketing, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Time Management
Education
Loyola University of Chicago 2010 — 2011
BBA, Major: Finance Minor: Economics
Joliet Junior College 2007 — 2009
General Education
McGladrey LLP July 1976 - Present
Skills
Enterprise Risk..., Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing, Internal Controls, CPA, Internal Audit, Banking, IT Audit, GAAP, US GAAP, SEC filings, Assurance, Sarbanes-Oxley, External Audit
Education
Northwest Missouri State University
Bachelor of Science (BS), Accounting
The University of Chicago Booth School of Business
Business Strategy
Epicor Software March 2014 - Present
Marketing and Alliance Consulting October 2012 - February 2014
McGladrey LLP January 2011 - September 2012
The Partner Marketing Group January 2009 - September 2010
Olsen Thielen & Co., Ltd. and Olsen Thielen Technologies August 2006 - January 2009
Olsen Thielen 2006 - January 2009
The Partner Channel 2005 - 2006
Self-employed February 2002 - August 2005
Business Microvar, Inc. September 1997 - February 2002
MinnComm Paging July 1994 - September 1997
Skills
Microsoft CRM, Microsoft Dynamics, Lead Generation, Marketing Strategy, Business Intelligence, Strategic Planning, Strategic Partnerships, Go-to-market Strategy, B2B Marketing, Lead Management, Strategic Alliances, Social Media Marketing, Solution Selling, Office 365, Cloud Computing, SharePoint, Strategy, Marketing, Management, Market Planning, Leadership, Consulting, Salesforce.com, Public Relations, CRM, Business Alliances, Professional Services, Budgets, Project Management, Copywriting, Enterprise Software, ERP, B2B, Sales Process, Multi-channel Marketing, Email Marketing
Education
Minnesota State University, Moorhead 1989 — 1993
Bachelor of Science, Mass Communications, Public Relations
Robbinsdale Armstong High School 1986 — 1988
Accounting4Entertainers / Rock The World, Inc May 2009 - Present
McGladrey LLP January 2010 - October 2014
Ernst & Young September 2006 - May 2009
Ernst & Young January 2006 - April 2006
Skills
SAP, Accounting, Internal Controls, Financial Analysis, CPA, Auditing, QuickBooks, Fixed Assets, Management, Account Reconciliation, Finance, Customer Service, Budgets, Financial Statements, Software Documentation, Accounts Receivable, Analysis, Microsoft Office
Education
Michigan State University 2002 — 2006
Bachelors, Accounting
McGladrey LLP October 1997 - Present
Skills
CPA, GAAP, Internal Controls, Auditing, Accounting, Assurance, US GAAP, Financial Accounting, External Audit, Revenue Recognition, Financial Analysis, Internal Audit, Tax Accounting, Sarbanes-Oxley
Education
Loyola Marymount University 1992 — 1996
Bachelor's degree, Accounting
McGladrey LLP December 2014 - Present
City of Oklahoma City April 2011 - Present
Cole & Reed, P.C. January 2008 - November 2014
Greenwell & Co., P.C. January 1989 - 2008
Ernst & Young, LLP 1982 - 1998
Skills
Tax, Forensic Accounting, Litigation Support, Accounting, Financial Reporting, CPA, Auditing, Internal Controls, Income Tax, Tax Accounting, Corporate Tax, Financial Analysis, Partnership Taxation, Due Diligence, Nonprofits, Mergers & Acquisitions, Tax Research, Budgets, Financial Statements, Financial Accounting, Tax Returns, Government, Cash Management, Policy, Economic Development, Estate Tax Planning, Government Accounting, Small Business, Business Valuation, Cash Flow, Variance Analysis, Tax Law, Analysis, International Tax, General Ledger, GAAP, QuickBooks, Tax Preparation, Internal Audit, US GAAP, SEC filings, Account Reconciliation, Accounts Payable, Financial Audits, Payroll Taxes
Education
Oklahoma City University
B.S., Accounting
University of Oklahoma
M.B.A., Management - Finance
Harvard Kennedy School of Government
Senior Executives in State & Local Government, State & Local Government
Leaf & Cole, LLP November 2013 - Present
Mcgladrey LLP April 2012 - November 2013
McGladrey LLP January 2012 - April 2012
Skills
Corporate Tax, Tax Research, CPA, Tax, Tax Preparation, Income Tax, Accounting, US Tax, International Tax, QuickBooks, Lacerte, BNA, ProSystem fx Tax
Education
San Diego State University-California State University 2007 — 2011
Bachelor's degree, Accounting
McGladrey October 2012 - Present
McGladrey LLP October 2011 - October 2012
McGladrey & Pullen September 2007 - September 2011
Core Compliance & Legal Services 2007 - 2007
Skills
Internal Controls, Accounting, Sarbanes-Oxley, GAAP, Auditing, SEC filings, Assurance, Financial Accounting, Financial Reporting, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Fixed Assets, QuickBooks, CPA, Financial Audits, External Audit, Consolidation, Cost Accounting, SOX 404, Training, Financial Statements, Mergers
Education
San Diego State University-California State University 2006 — 2007
Master of Science, Accountancy
Regis University 2002 — 2006
Bachelors of Arts and Sciences, Accounting, Philosophy
University of Oxford 2005 — 2005
N/A, Philosophy
Academy of Charter Schools
Abraham Cohan, CPA November 2013 - Present
McGladrey LLP October 2006 - October 2013
American Express Tax & Business Services October 2004 - September 2006
Skills
Hedge Funds, Fund Accounting, Auditing, US GAAP, Fund Of Funds, Bloomberg Terminal, Advent Partners, Microsoft Office 2007, GoSystems, QuickBooks, Internet, ProSystem fx Tax, Caseware, Partnerships, NYS Notary Public, Financial Analysis, Accounting, Tax Returns, CPA, Financial Accounting, Financial Statements, Internal Controls, Microsoft Office, GAAP, Financial Reporting, Tax
Education
Queens College 2003 — 2006
Bachelor of Arts (B.A.)
Queens College 2001 — 2003
Bachelor of Arts (B.A.)
McGladrey LLP March 2013 - Present
Arnstein & Lehr LLP October 2005 - March 2013
DLA Piper November 2004 - August 2005
Skills
Pleadings, Litigation, Litigation Support, Legal Research, Bankruptcy, Legal Writing, Legal Assistance, Document Review, Westlaw, Lexis, Trials, Civil Litigation, Legal Documents
Education
Kennesaw State University
Paralegal Studies
Los Angeles Business College
Tradebe Environmental Services, LLC. (US) June 2014 - Present
McGladrey, LLP September 2013 - April 2014
Baker Newman Noyes September 2010 - April 2013
NYS Office of the State Comptroller June 2007 - July 2010
Skills
Accounting, Internal Controls, US GAAP, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, External Audit, Financial Audits, Caseware, Microsoft Excel, Organization, Assurance, Microsoft Office
Education
The College of Saint Rose 2009 — 2010
Master of Science (MS), Accounting
Saint Michael's College 2005 — 2009
Bachelor of Science (B.S.), Accounting
McGladrey LLP July 2013 - Present
Jefferson Wells December 2008 - May 2013
EY August 2007 - October 2008
KPMG LLP January 2003 - August 2007
U.S. Department of Labor, Office of Inspector General December 2001 - December 2002
General Motors Corporation June 2000 - July 2001
Anderson, Tackman & Company August 1993 - July 1999
Skills
Internal Audit, Risk Assessment, Sarbanes Oxley, SOX, Compliance Audits, Global Operations, Team Leadership, Team Building, Building Internal Audit..., Executive Reporting, Audit Committee..., Integrated Audits, Strategic Audits, Enterprise Risk..., Data Mining, Client Presentation, Technical Presentations, Presentations, Data Analysis, Manufacturing, Technology, Oil/Gas, Consumer Goods, Microsoft Word, Microsoft Excel, PowerPoint, Visio, SharePoint, Auditing, Sarbanes-Oxley Act, Quality Auditing, Sarbanes-Oxley, IT Audit, Audit Committee, Financial Audits, Risk Management, Business Process..., Process Improvement, Internal Controls, COSO, SOX 404
Education
Northern Michigan University 1988 — 1992
Bachelor of Science in Business Administration, Accounting
McGladrey LLP November 2010 - Present
Henry Raymond & Thompson LLC February 2005 - September 2010
Skills
QuickBooks, Tax, Tax Preparation, Accounts Payable, Financial Statements, Accounting, Accounts Receivable, Account Reconciliation, Income Tax, Corporate Tax, Financial Reporting, Financial Accounting, Internal Controls, Tax Accounting, Tax Returns, Microsoft Excel, Outlook, Quicken, Microsoft Word, PowerPoint, ProSystem fx Tax, Invoicing, Preparation, Bank Reconciliation, Bookkeeping, General Ledger, Journal Entries
Education
Southern Connecticut State University
BA, Public Health & Psychology
Branford Hall Career Institute
Certification, Paralegal
McGladrey LLP April 2000 - Present
The Lovell Group 1990 - 2000
Skills
Event Planning, Event Management, Events Coordination, Project Management, PowerPoint, Microsoft Excel, Accounting, Coordinating Events, Budgets, Accounts Payable, Salesforce.com, webcast specialist, Marketing Research, Marketing Event Planning, Seminar Marketing, Microsoft Word, Health Seminars, Coordinating Special..., CRM, Technical Seminars, Managing Project Budgets, High Organizational..., Events Organisation, Webcasting, Project Coordination, Budget Monitoring, Marketing, Email Marketing, Marketing Communications
Education
King's College
Associate's Degree, Business Administration and Management, General
Cain Ellsworth & Co., LLP December 2013 - Present
McGladrey LLP September 2006 - November 2013
Hy-Vee February 2005 - September 2006
Sioux Center Hy-Vee August 1996 - December 2004
Skills
Assurance, Auditing, SEC filings, US GAAP, GAAP, External Audit, CPA, Internal Controls, Internal Audit, Financial Reporting, Revenue Recognition, Accounting, Financial Accounting, Financial Statements
Education
Northwestern College 2000 — 2004
Bachelor of Arts (B.A.), Accounting
Sioux Center High School
Honkamp Krueger & Co., P.C. May 2013 - Present
McGladrey LLP October 2005 - April 2012
Skills
Accounting, Auditing, Financial Reporting, Income Tax, Tax, Corporate Tax, Tax Accounting, Financial Analysis, CPA, Assurance, Internal Audit, Tax Research, GAAP, US GAAP, Internal Controls, SEC filings, International Tax, Financial Accounting, Due Diligence, External Audit, Cash Flow Management, Staffing Services, Financial Planning, Payroll Services
Education
Loras College
Bachelor of Arts (B.A.), Accounting
McGladrey November 2014 - Present
McGladrey LLP January 2011 - November 2014
Deloitte & Touche LLP October 2002 - September 2010
CHANEL 2000 - 2002
Skills
Financial Services, SEC filings, US GAAP, Internal Audit, Auditing, Internal Controls, Alternative Investments, Sarbanes-Oxley Act, External Audit, Financial Reporting, GAAP, CPA, Accounting, SEC Filings, Assurance, Financial Analysis, Tax, Financial Accounting, Financial Statements, Due Diligence
Education
Rutgers Business School 1998 — 2002
BS, Accounting
Bergen Catholic 1994 — 1998
St Catherine's
St Catherine's
St Catherine's
Villanova University May 2015 - Present
Northern Virginia Community College January 2014 - May 2015
McGladrey, LLP December 2010 - January 2014
Tom James Company June 2010 - November 2010
Skills
Sales, Accounting, Microsoft Excel, Marketing, Account Management, Social Media, Marketing Communications, Social Media Marketing, Event Management, New Business Development, Business Development, Public Relations, Online Advertising, Networking
Education
West Virginia University 2004 — 2009
Bachelor of Science, Marketing
Northern Virginia Community College 2014 — 2015
BSN Prerequisite Coursework, Nursing Science, 4.0 cumulative GPA
The Siegfried Group January 2013 - Present
Barnwood Leather, LLC January 2013 - Present
YOAL ink, LLC January 2012 - July 2013
Versa Capital Management September 2008 - June 2012
McGladrey, LLP April 2006 - September 2008
Petty & Landis, PC January 2004 - May 2006
Skills
Financial Reporting, Accounting, Entrepreneurial..., Financial Analysis, Quickbooks, Private Equity, Financial Accounting, General Ledger, Visionary Thinking, Bookkeeping, Business Analysis, Business Planning, New Business Development, Cash Flow, Cash Management, Forecasting, Financial Statements, Budgets, GAAP, Due Diligence, Account Reconciliation, Financial Modeling, E-commerce, Internet Entrepreneur, Entrepreneurship..., Creative..., Social Entrepreneurship, Strategic Financial..., Auditing, Finance, Financial Planning
Education
Lee University 1999 — 2003
BS, Accounting & Business Administration
McGladrey January 2013 - Present
McGladrey LLP October 2009 - December 2012
McGladrey LLP September 2007 - September 2009
McGladrey LLP August 2005 - August 2007
Skills
Audit, Financial Statements, Able To Multi-task, Deadline Driven, Supervisory Skills, Constructive Feedback, Conflict Resolution, US GAAP, Internal Controls, Federal and State Grant..., Financial Analysis, Internal Controls..., Variance Analysis
Education
Quinnipiac University 2004 — 2005
Master of Science (MS), Accounting
Quinnipiac University
Master of Science, Accounting
Quinnipiac University 2000 — 2004
Bachelor of Science (BS), Accounting
Quinnipiac University
Bachelor of Science, Accounting
McGladrey LLP March 2013 - Present
Aspen Technology January 2013 - March 2013
SG Industries, Inc. October 2011 - February 2013
Mpathy Medical Devices Inc November 2008 - February 2011
Optos, Inc September 2002 - November 2008
Braxtel Communications September 2000 - January 2002
Netscout 2000 - 2002
MKS Instruments 1993 - 1998
Skills
Accounting, General Ledger, Financial Analysis, Auditing, Managerial Finance, Internal Controls, Microsoft Excel, Oracle Financial, Process Improvement, Variance Analysis, Accounts Payable, Start-ups, Financial Reporting, Mergers & Acquisitions, Revenue Recognition, Accounts Receivable, Forecasting, US GAAP, Cash Management, Budgets, GAAP, Payroll, Financial Statements, Management, Account Reconciliation, Finance, Cash Flow, Analysis, Cost Accounting, Fixed Assets, Journal Entries, Sarbanes-Oxley Act, Corporate Tax, Accruals, SEC filings, Tax, Sage, Financial Accounting, Great Plains Software, Bookkeeping, QuickBooks, Leadership, Management Accounting
Education
Southern New Hampshire University
Bachelor of Science (B.S.), Accounting and Business/Management
McGladrey LLP November 2014 - Present
Battelle Rippe Kingston LLP October 2012 - October 2014
Battelle & Battelle LLP September 1975 - September 2012
Skills
Internal Controls, CPA, Financial Reporting, Auditing, Tax, Accounting
Education
Miami University 1970 — 1975
MBA, Accounting and Finance
Miami University
McGladrey LLP June 1995 - December 2014
Big 4/Public entities June 1973 - June 1995
Skills
Real Estate, Enterprise Risk..., Due Diligence, Internal Controls, Auditing, Credit Unions, SEC filings, Finance, Mergers & Acquisitions, Financial Risk, CPA, Risk Management, Financial Accounting, Internal Audit, Process Improvement, Sarbanes-Oxley Act, Financial Analysis
Education
Manhattan College 1970 — 1973
Bachelor of Science (BS), Accounting
Continuing Education - AICPA/Deloitte/PwC/McGladrey/Crowe
Coso framework; Cyber-security; Risk Management; Internal Audit trends and Audit /Accounting Updates
McGladrey LLP October 2008 - Present
McGladrey September 1997 - September 2008
McGladrey September 1993 - August 1997
Skills
Assurance, Insurance, Agents, Internal Controls, CPA, Accounting, GAAP, Health Insurance, Banking, US GAAP, Management
Education
Loras College 1984 — 1988
BA, Accounting
McGladrey LLP June 2006 - Present
Ernst & Young 1982 - 1991
Skills
Tax, Corporate Tax
Education
New York University School of Law 1983 — 1986
LL.M., Taxation
State University of New York at Buffalo - School of Management 1980 — 1982
MPA, Professional Accounting
SUNY Buffalo Law School 1978 — 1981
The George Washington University - School of Business 1974 — 1978
BBA, Finance
Eide Bailly LLP August 2015 - Present
McGladrey LLP September 2012 - August 2015
McGladrey LLP September 2001 - August 2012
Skills
Financial Reporting, CPA, GAAP, Internal Controls, SEC filings, General Ledger, Auditing, Financial Accounting, Corporate Tax, Accounting, Tax, Financial Statements, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Income Tax, Internal Audit, Finance, Microsoft Excel, QuickBooks
Education
Southern Utah University 1997 — 2001
Masters, Accounting
FUJIFILM Holdings America Corporation July 2015 - Present
McGladrey LLP October 2011 - July 2015
McGladrey November 2010 - October 2011
Berkeley College December 2007 - September 2010
Citigroup June 2009 - September 2009
Skills
Individual Tax Planning, Corporate Tax Compliance, Private Equity/Venture..., Accounting, Partnership Taxation, Financial Reporting, Income Tax, Tax Preparation, Tax Research, Financial Accounting, QuickBooks, Tax Accounting, Financial Analysis, Corporate Tax, Account Reconciliation, Microsoft Excel, Auditing, CCH ProSystem fx, Caseware, Corporate Tax Planning, Limited Partnerships, Tax, GAAP
Education
Berkeley College 2007 — 2010
Bachelor's Degree, Accounting, 3.92
Springfield College 2006 — 2007
Bachelor's Degree, Sports Management, 3.9
McGladrey LLP September 2010 - Present
Speak by Design November 2009 - August 2010
McGee Communications March 2009 - August 2010
McKinsey & Company February 2001 - February 2009
Arthur Andersen LLP 1992 - 2001
Skills
Communication Training, Strategic Communications, Marketing Communications, Thought Leadership, Internal Communications, Public Speaking
Education
Roosevelt University 2011 — 2017
Master of Science (MS)
Loyola University of Chicago
BA
PTHS
McGladrey LLP October 2008 - Present
McGladrey & Pullen November 2007 - October 2008
BDO Seidman, LLP October 2006 - October 2007
BDO Seidman, LLP October 2000 - October 2006
Skills
Accounting, Assurance, CPA, Internal Controls, GAAP, US GAAP, Financial Reporting, Financial Services, Financial Accounting, Financial Analysis
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
La Salle University 1991 — 1995
BS, Accounting
St. Pius X High School 1987 — 1991
San Diego Gas & Electric March 2015 - Present
San Diego Gas & Electric November 2012 - March 2015
McGladrey LLP January 2007 - October 2012
McGladrey LLP June 2006 - August 2006
J.H. Cohn LLP January 2006 - June 2006
Skills
GAAP, Assurance, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Records Management, Accounting Research, Technical Accounting..., Financial Statements, External Audit, Accounting, CPA, US GAAP, Consolidation, Sarbanes-Oxley Act, SEC Filings, Financial Analysis
Education
San Diego State University-California State University 2004 — 2006
Bachelors, Accounting
McGladrey LLP March 2010 - Present
Suburban Bank and Trust June 2012 - June 2013
Bridgeview Bank Group 2007 - 2010
Midwest Bank & Trust 2005 - 2007
Banco Popular North America 2000 - 2005
Skills
Credit, Banking, Loans, Credit Analysis, Portfolio Management, Finance, Due Diligence, Underwriting, Credit Risk, Commercial Lending, Mortgage Lending, Commercial Banking, Financial Analysis, Leadership, Management, Risk Management, Asset Based Lending, Financial Risk, Small Business Lending, Business Development, Sales Management, Customer Service, Investments, Loan Origination, Certified Fraud Examiner, Financial Services, Retail Banking, Auditing, Consumer Lending, Treasury Management, Cash Management, Fraud, Cross Selling, Commercial Mortgages, Relationship Management, Asset Management, Commercial Real Estate, Loss Mitigation, Executive Management, Corporate Finance, Capital Markets, Real Estate, Financial Modeling, Lines Of Credit, Financial Institutions, Loan Reviews, AML
Education
Kendall College
B.A., Marketing
McGladrey, LLP January 2013 - Present
MBP&F October 2011 - December 2012
McGladrey October 2005 - October 2011
American Express TBS 2001 - 2005
American Express Tax & Business Services 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
Whelan, Barsky & Graham 1993 - 1999
Coopers & Lybrand 1987 - 1993
Skills
Auditing, Internal Audit, SOX, Sarbanes-Oxley Act, Internal Controls, CPA, Tax, Due Diligence, Financial Accounting, GAAP, Finance, Management, Tax Preparation, US GAAP, Corporate Tax, SEC filings
Education
Loyola College in Maryland 1983 — 1987
B.A., Accounting
McGladrey LLP February 2013 - Present
Promontory Financial Group, LLC July 2012 - January 2013
McGladrey (formerly McGladrey & Pullen) November 2006 - August 2012
Altschuler Melvoin and Glasser February 1991 - November 2006
Laventhol & Horwath CPA's June 1977 - November 1990
Miami University September 1975 - May 1977
Skills
Mortgage Servicing, Regulatory compliance, TILA, RESPA, CFPB, Third Party Vendor..., Risk Assessment, Risk Management, Internal Controls, Test Methodologies, Project Management, Quality Control, Root Cause Analysis, Best Practices, Executive Reporting, Collaborative Problem..., Constructive Feedback, Managing Multiple..., MBA, CPA, Auditing, Sarbanes-Oxley, GAAS, Auditing Standards, Personnel Supervision, Staff Development, Training
Education
Miami University 1974 — 1975
MBA, Accounting
Miami University 1970 — 1974
Bachelor of Science (B.S.), Accounting
Bellisio Foods, Inc. June 2013 - Present
McGladrey LLP November 2004 - February 2013
Helgeson Construction Services, Inc. August 1996 - March 2006
Skills
Spreadsheets, Microsoft Excel, Administrative..., Outlook, Budgets, Financial Analysis, Research, Microsoft Word, Expenses, Accounting, Customer Service, Calendaring, Microsoft Office, Data Entry, Financial Reporting, Tax, Corporate Tax, Auditing, Management, Income Tax, System Administration, Invoicing, Lotus Notes, Tax Returns
Education
North Hennepin Community College 1982 — 1984
Associate's degree, Business/Office Automation/Technology/Data Entry
McGladrey LLP August 2012 - Present
Synergos Institute April 2005 - July 2012
THE CITY COLLEGE February 2004 - April 2005
Skills
Accounting, Non-profits, Budgets, Financial Reporting, Auditing
Education
Queens College 1998 — 2003
B.A. in Accounting, Accounting
MAY 2003 QUEENS COLLEGE OF THE CITY UNIVERSITY OF N.Y
BACHELOR OF ARTS DEGREE, Accounting & Information Systems
McGladrey October 2013 - Present
McGladrey LLP November 2011 - October 2013
BzzAgent, Inc. April 2009 - May 2010
BzzAgent May 2007 - April 2009
BzzAgent June 2006 - May 2007
Skills
Product Management, Microsoft Excel, Social Media, Advertising, Analysis
Education
Northeastern University - Graduate School of Business Administration 2010 — 2011
MBA, Master of Science in Accounting
Northeastern University
BSBA, Marketing/Finance
Rapid7 May 2015 - Present
McGladrey LLP January 2012 - Present
RSM McGladrey, Inc October 2010 - December 2011
Grant Thornton December 2009 - October 2010
The Weymouth Club May 2009 - December 2009
Houghton Mifflin June 2008 - September 2008
The Weymouth Club September 2003 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Outlook, Customer Service, Data Analysis, Financial Analysis, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Strategic Planning, Access, Process Improvement, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Finance and Operations Management
University of Arizona, Eller College of Management 2005 — 2007
McGladrey LLP October 1998 - Present
McLeodUSA October 1997 - October 1998
Missouri Department of Labor & Industrial Relations October 1992 - October 1997
Skills
Technology Evaluation, Leadership, Mergers & Acquisitions, Strategic Technology..., IT Strategy, Process Improvement, Change Management, IT Governance, Strategic Technology..., Regulatory IT Compliance, IT Due Diligence, People, Process &..., Business & Technology..., Technology Assessments, Rapid Assessments, IT Key Performance..., Business & IT..., IT Steering Committee..., IT Security &...
Education
University of Missouri-Columbia 1990 — 1992
MBA, Finance & Information Technology
Southeast Missouri State University 1986 — 1990
B.A. Finance, Finance & Information Technology
McGladrey LLP July 1987 - Present
Skills
Consumer Finance, FASB, Accounting, Private Equity, Financial Reporting, SEC reporting, Auditing, Financial Services, SEC filings, Mergers & Acquisitions, Financial Accounting, Internal Controls, Loans, Asset-backed..., GAAP, Assurance, CPA, Corporate Tax, Finance, US GAAP, Sarbanes-Oxley Act, Tax Research, Tax, Partnership Taxation, Financial Statements, Tax Accounting, Tax Preparation, Income Tax, External Audit, Due Diligence, Revenue Recognition, Business Valuation, Internal Audit, Cash Flow, Small Business, Financial Audits, Financial Analysis, Tax Returns, US Tax, General Ledger, Consolidation, Sarbanes-Oxley, SEC Filings
Education
Manchester University 1983 — 1987
BS, Accounting
Texline 1979 — 1983
McGladrey, LLP April 2007 - Present
Norris & Keplinger, LLC May 2005 - April 2007
RSI (Reproduction Systems, Inc) May 1995 - April 2004
Skills
Spreadsheets, Microsoft Excel, Budgets, Process Improvement, Forecasting, Human Resources, Training, Management, Time Management, Process Scheduler, Internal Audit, Analysis, Administration, Internal Controls, Outlook, Accounting, Financial Accounting, Auditing, CPA, Financial Reporting, GAAP
Education
ConCorde Career College
Medical Office Administration
IAAP – International Association of Administrative Professionals
Certified Administrative Professional
Longview Community College
Legal Assistant/Paralegal
Dixon Hughes Goodman LLP February 2014 - Present
McGladrey LLP October 2010 - January 2014
McGladrey LLP February 2010 - September 2010
Cherry, Bekaert & Holland August 2008 - February 2010
Cherry, Bekaert & Holland January 2008 - August 2008
KPMG June 2007 - August 2007
TRAX Tech Services November 2005 - December 2006
BrickStreet Insurance May 2006 - August 2006
Skills
Accounting, CPA, Tax, Financial Statements, Fixed Assets, Budgets, Tax Returns, Tax Accounting, Assurance, GAAP, US GAAP, Tax Preparation
Education
Liberty University 2004 — 2008
Bachelors, Masters of Science, Accounting
McGladrey LLP March 2015 - Present
R.D. Offutt Company Farm Division November 2013 - September 2014
Eide Bailly LLP, CPAs & Business Advisors May 1998 - November 2013
Charles Bailly & Company PLLP, CPAs & Consultants September 1990 - May 1998
Blue Cross Blue Shield of North Dakota 1983 - 1989
Skills
QuickBooks, Bookkeeping, Accounts Payable, Internal Controls, Microsoft Word, Microsoft Excel, Microsoft Publisher, Outlook, Visio, Calendar Management, Travel Arrangements, Strategic Meetings..., Implementation of a..., Project Management, Supervisory Skills, Corporate Meetings, Administrator of..., Drafting of Merger &..., Taking Meeting Minutes, Electronic Files..., Updating Policy Manuals, Administrative Support...
Education
Minnesota State Community and Technical College
Medical Secretary
PLH Group, Inc. August 2013 - Present
McGladrey LLP May 2007 - August 2013
KPMG LLP November 2004 - April 2007
PwC January 1998 - November 2004
Coopers & Lybrand January 1995 - January 1998
Skills
Tax Research, FIN 48, Corporate Tax, Tax Accounting, Partnership Taxation, FAS109, Income Tax, US Tax, CPA, Tax Preparation, Tax Returns, Tax Advisory, State Tax, S Corporations
Education
New Mexico State University 1992 — 1994
Master's degree, Accounting
New Mexico State University 1975 — 1979
Bachelor's degrees, Economics, German
McGladrey, LLP May 2012 - Present
Bridgewater Associates January 2011 - October 2011
RBS Sempra Commodities March 2008 - August 2010
RBS Greenwich Capital 1997 - 2008
Moody's Investors Services 1991 - 1997
Bankers Trust Company 1989 - 1991
Shearson Lehman Brothers 1987 - 1989
Skills
Deferred Compensation, Employee Benefits, Payroll, Management, Asset Managment, Talent Management, Talent Acquisition, Succession Planning, HRIS, Employee Engagement, Human Resources, Performance Management, Change Management, Policy
Education
Loyola University Chicago
MS, Labor and Industrial Relations
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), English
McGladrey LLP October 1976 - Present
Skills
Auditing, Accounting, SEC filings, CPA, Assurance, Income Tax, GAAP, US GAAP, Revenue Recognition, Internal Controls, Financial Reporting, Sarbanes-Oxley Act
Education
St. Ambrose University 1969 — 1973
BA, Accounting
McGladrey LLP October 2008 - Present
Simonson, Lipschutz & Fogel PC May 1990 - October 2008
Laventhol & Horwath April 1983 - April 1990
Skills
CPA, Auditing, Reviews, Compilation, REIT, Funds, Real Estate, SEC filings, Private Equity, Funding, Finance, GAAP, US GAAP, Due Diligence, Tax, Internal Controls, Assurance, Sarbanes-Oxley Act, Financial Reporting, SEC Filings
Education
Michigan State University 1967 — 1971
BA
Lower Merion High School 1964 — 1967
Wood Group Mustang February 2014 - Present
Deloitte August 2012 - February 2014
McGladrey LLP October 2011 - July 2012
Wyie Independent School District August 2010 - October 2011
Davis, Clark & Company LLC November 2007 - August 2008
Skills
Accounting, Auditing, Internal Controls, GAAP, Financial Statements, CPA, QuickBooks, Financial Audits, External Audit, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Assurance, Audit, SOX 404, Consolidation, ACL, IDEA, SAP, Hyperion HFM, Big 4, US GAAP, Finance, Financial Analysis, Analysis, Oracle E-Business Suite, Hyperion Planning
Education
University of North Texas 2008 — 2010
Master of Science (M.S.), Accounting
Midwestern State University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting
TAMCC
McGladrey January 2014 - Present
McGladrey October 2013 - January 2014
McGladrey October 2012 - October 2013
McGladrey LLP July 2010 - October 2012
Walcott Trust & Savings Bank 2004 - July 2010
Skills
IT Audit, SAS70, CISA, Enterprise Risk..., Sarbanes-Oxley Act, Network Security, Internal Controls, Assurance, Internal Audit, COBIT, CPA, Governance, COSO, Business Continuity, Auditing, Business Process..., Management, Process Improvement
Education
St. Ambrose University 2004 — 2008
BBA, Accounting
McGladrey LLP January 2015 - Present
Fesnak, LLP September 2014 - December 2014
Pritchard, Bieler, Gruver & Willison, P.C., CPAs January 2014 - September 2014
Bergey Yoder & Associates July 2013 - November 2013
Crestar Asset Management June 2012 - November 2012
WeiserMazars LLP February 2008 - June 2012
252 Underground, Inc January 2009 - July 2011
Fishbein & Company, P.C. February 2008 - January 2010
Budget Blinds September 2005 - June 2008
Lenape Valley Foundation December 2003 - May 2007
Skills
Accounting, Accountants, Financial Reporting, GAAP, Tax, Tax Preparation, CPA, Auditing, Income Tax, Internal Controls, QuickBooks, Financial Statements, Tax Returns, Internal Audit, Consolidation, Sarbanes-Oxley, S Corporations, Nonprofits, US GAAP, Tax Research, Real Estate, Payroll, General Ledger, Financial Accounting, Corporate Tax, Forecasting
Education
Messiah College 1983 — 1985
Bachelor of Science, Accounting
Messiah College
Bachelor of Science (B.S.), Accounting
McGladrey LLP January 2015 - Present
Zurich Insurance June 2009 - March 2013
KPMG October 2000 - March 2009
Montgomery Ward March 1991 - October 2000
Avreco 1984 - 1986
Skills
Insurance, Risk Management, Financial Analysis, Enterprise Risk..., Accounting, Internal Controls, Risk Assessment, Cash Management, Analysis, Auditing, Business Process..., Due Diligence, Finance, Financial Audits, Financial Modeling, Financial Reporting, Financial Risk, GAAP, IFRS, Internal Audit, Project Planning, Reinsurance, Sarbanes-Oxley, Sarbanes-Oxley Act, Statutory Accounting, Strategic Financial..., Tax, Training, Claim, Financial Accounting, SEC filings, Assurance, CPA, IT Audit, US GAAP, Consolidation, Financial Services, SAS70
Education
Keller Graduate School of Management of DeVry University 1985 — 1987
Master of Business Administration (MBA), Finance, General
Il State Univ 1971 — 1980
Bachelor of Applied Science (B.A.Sc.), Accounting
McGladrey LLP October 2003 - Present
Skills
CPA, Auditing, Accounting, Financial Reporting, GAAP, Tax
Education
North Carolina Wesleyan College
Bachelor's Degree, Accounting
McGladrey LLP November 2004 - Present
AS Plus September 1993 - July 2003
Education
Shippensburg University of Pennsylvania 1977 — 1979
BS, Accounting
McGladrey LLP October 2000 - Present
Skills
Financial Reporting, Financial Analysis, Auditing, US GAAP, GAAP, Financial Audits, IFRS, Internal Controls, Accounting, Financial Accounting
Education
South Dakota State University 1995 — 1999
Bachelor of Science (BS), Economics
McGladrey October 2014 - Present
McGladrey LLP September 2011 - September 2014
Skills
ASC 740 Tax Provisions, Corporate Taxation, US International..., State Taxation, US Tax, Corporate Tax, International Tax, FIN 48, Tax, VBA
Education
University of Connecticut 2003 — 2007
BS in Accounting, Accounting
Quinnipiac University - School of Business
MSA, Accounting
Passed Level III of the CFA Program
McGladrey LLP January 2001 - Present
Bank of America January 1990 - September 1998
Education
UNC Greensboro 1998 — 2001
MS, Accounting
Salem College 1986 — 1988
BA, Economics and Management
CGHS
Brixmor April 2014 - Present
McGladrey, LLP November 2008 - April 2014
Thomas Properties Group March 2008 - October 2008
GMH Communities Trust July 2007 - March 2008
Reznick Group December 2002 - July 2007
Thomas Havey January 2002 - November 2002
Skills
GAAP, Financial Reporting, Internal Controls, CPA, Auditing, Financial Statements, General Ledger, Financial Accounting, US GAAP, Account Reconciliation, Accounting, Financial Analysis, Budgets, Corporate Finance
Education
Pennsylvania State University 1997 — 2001
B.S., Accounting
Valley Central 1994 — 1997
Regents Diploma
McGladrey LLP August 1977 - Present
Skills
CPA, Tax, Auditing, Financial Reporting, Internal Controls, Employee Benefits, Corporate Tax, Income Tax, Project Management, Accounting, GAAP, Tax Preparation, Strategic Planning, Process Improvement, Tax Accounting, Change Management, Budgets, Business Strategy, Payroll, Management Consulting
Education
North Carolina State University 1969 — 1977
Bachelor of Arts (B.A.), Business Management
North Carolina State University
Bachelor of Arts (BA), Accounting
University of Chicago - Graduate School of Business
McGladrey Business Advisors Program
American Association for Clinical Chemistry October 2013 - October 2015
McGladrey LLP August 2004 - October 2013
Skills
Internal Controls, Auditing, Financial Reporting, Enterprise Risk..., Accounting, Non-profits, Corporate Governance, Fraud, Financial Analysis, Management Consulting, Tax Compliance, Income Tax, Tax Accounting, Audit, Trade Associations, Financial Statement..., CPA, US GAAP, GAAS, Financial Accounting, Consulting, Strategic Consulting, Process Consulting, Professional...
Education
James Madison University 2000 — 2004
Bachelor of Business Administration, Accounting
zulily March 2014 - Present
McGladrey LLP March 2012 - March 2014
NBBJ December 2006 - March 2012
SEI LLC August 2005 - December 2006
SEI LLC May 2004 - August 2005
SEI LLC September 2003 - May 2004
Microsoft Corporation November 2000 - August 2003
Skills
Human Resources, Recruiting, Employee Relations, HRIS, Interviews, Benefits Administration, Personnel Management, Program Management, Internal Communications, Onboarding, Networking, Applicant Tracking..., Employee Benefits, Performance Management, Talent Management
Education
Minnesota State University, Moorhead
B.S., Business Administration
McGladrey LLP 2010 - Present
Caturano & Co. 2002 - 2010
Education
Isenberg School of Management, UMass Amherst 1994 — 1997
McGladrey LLP November 2004 - Present
Skills
Financial Analysis, CPA, Private Equity, Auditing, Financial Services, Valuation, Mutual Funds, Financial Reporting, Consulting, Internal Controls, Accounting, Family Man, SEC filings, Business Valuation, US GAAP, GAAP, SEC Filings
Education
Miami University 1999 — 2003
St. Francis
McGladrey LLP July 2005 - Present
Intellitec Solutions 2000 - 2004
Keiter Stephens Computer Services July 1996 - June 1999
Skills
Microsoft Dynamics, ERP, Financial Reporting, GAAP, Accounting, Business Analysis, Business Intelligence, Great Plains Software, Management, Software Implementation, Microsoft CRM, Financial Accounting, Software Project..., Microsoft SQL Server, General Ledger, Business Process...
Education
Virginia Commonwealth University - School of Business 1989 — 1990
M.A., Master of Accountancy
Randolph-Macon College 1983 — 1987
B.A., Business/Economics
Hunter Industries July 2015 - Present
McGladrey LLP November 2009 - June 2015
Wells Fargo October 2005 - September 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Audit, Internal Controls, General Ledger, Financial Accounting, IFRS, Team Leadership, Project Management, Risk Management, Auditing, Accounting, Income Tax, Tax Accounting, Assurance, CPA, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Financial Statements, Financial Analysis, Finance, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2009
B.S., Accounting
McGladrey LLP July 2012 - Present
Boeckermann Grafstrom & Mayer January 2008 - July 2012
Skills
QuickBooks, Data Entry, Accounting, Budgets, PowerPoint, Access, Photoshop, Outlook, Word, Excel, Visio, Adobe Acrobat, Client Central, ConnectWise, CRM, Live Meeting, InfoPath, Lync, Salesforce.com, CaseWare, Microsoft Word, Microsoft Excel
Education
Minnesota School of Business 2006 — 2010
Bachelor of Science, Business Administration, 3.21
Allen, Gibbs & Houlik, L.C. November 2014 - Present
Freelance / Business Valuation October 2012 - October 2014
McGladrey, LLP April 2006 - October 2012
Kennedy and Coe, LLC November 2003 - April 2006
Bank of America 2001 - 2002
US Small Business Administration 2000 - 2000
Skills
Estate Tax Planning, Fair Value, Fair market value, Financial Modeling, Financial Services, Valuation, ESOP, Financial Institutions, Appraisals, Asset, Financial Reporting, Business Valuation, Financial Analysis, Accounting, Auditing, Forensic Accounting, Due Diligence, Purchase Price..., Mergers, Tax Preparation, Strategic Financial..., SEC filings, Sarbanes-Oxley Act, Tax Accounting, Assurance, Finance, GAAP, Mergers & Acquisitions, Income Tax, US GAAP, Fair Market Value, Financial Accounting, Corporate Finance, Internal Controls, CPA, Corporate Tax, Internal Audit, Financial Planning
Education
Southwestern College 1997 — 2001
Bachelors, Business Administration
Heights High 1993 — 1997
McGladrey LLP 2013 - Present
McGladrey LLP 2012 - 2012
January Partners 2011 - 2012
Murano Corporation 2010 - 2011
Something Picasso Yard Sale 2008 - 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Financial Accounting, Auditing, Corporate Finance, Tax, Microsoft Excel, Financial Reporting, Analysis, Data Analysis, Valuation, Investments, Business Valuation, US GAAP, QuickBooks, Financial Statements, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill
Master of Accounting (MAcc) Program
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration
National University of Singapore
Bachelor of Science in Business Administration, Exchange Program
McGladrey LLP. July 1989 - Present
Skills
Certified Public..., CPA
Education
Iowa State University - College of Business 1987 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
TeamQuest Corporation 2014 - 2015
TeamQuest Corporation 2014 - 2014
TeamQuest Corporation 2006 - 2014
TeamQuest Corporation 2000 - 2006
McGladrey LLP 1982 - 2000
Skills
Consulting, Executive Management, Professional Services, Management Consulting, Business Strategy, Process Improvement, Sales, Strategy, SaaS, Business Development, Strategic Partnerships, Account Management, Financial Operations..., Business Development..., Strategic Operational..., Process Optimization, Policy Implementation, Employee Stock..., Performance Improvement, Staff Training and..., Leadership and Team...
Education
University of Iowa 1980 — 1982
Bachelor of Arts (BA), Accounting
North Iowa Area Community College 1978 — 1980
Associate of Arts (AA), Accounting
Live Nation Entertainment June 2015 - Present
Squar Milner November 2013 - June 2015
McGladrey LLP November 2011 - August 2013
American Eagle Outfitters May 2011 - October 2011
Beta Alpha Psi May 2010 - August 2011
Southern Illinois University February 2008 - March 2011
St. Mary's Good Samaritan Inc March 2010 - March 2010
McDonald's Corporation April 2004 - November 2006
Skills
Auditing, Accounting, Microsoft Office, General Ledger, Internal Audit, Lotus Notes, Budgets, Tax, Tax Preparation, Analysis, CaseWare, IDEA, Not for Profit, Real Estate, Loan Reveiw, ProSystem fx Engagement, Laserfiche, Government Auditing, Employee Benefits, Advance CPA, Microsoft Excel, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Finance, Account Reconciliation, Microsoft Word, GAAP, Financial Statements, Financial Analysis
Education
Southern Illinois University, Carbondale 2010 — 2011
Master's degree, Accounting
Southern Illinois University, Carbondale 2006 — 2010
Bachelors in Accounting, Acconting
McGladrey LLP September 2012 - Present
Tectura Corp October 1998 - September 2012
Skills
Microsoft Dynamics, Microsoft SQL Server, Great Plains Software, SSRS, ERP, Solution Selling, Business Intelligence, Business Analysis, Lead Generation, Management, Sales Process, Axapta, Business Process, Software Implementation, Salesforce.com, Business Process..., Financials
Education
Loyola University Maryland 1980 — 1984
Bachelors of Business Administration, Accounting, Corporate Finance, & Human Resources
McGladrey LLP July 2006 - Present
Skills
Investment Companies, GAAP, Internal Controls, Auditing, Fund Accounting, Financial Reporting, Accounting, Business Valuation, US GAAP, Venture Capital, CPA, Financial Statements, Sarbanes-Oxley Act, Tax, Assurance
Education
University of Iowa 2001 — 2005
Bachelor's degree, Accounting
St. Ambrose University 2005 — 2006
Master of Accounting, Accounting
McGladrey LLP June 1984 - Present
Education
Iowa State University - College of Business 1980 — 1984
BBA, Accounting
The University of Chicago Booth School of Business
Executive Education Program
McGladrey, LLP November 2011 - Present
PwC January 2010 - April 2010
Skills
CPA, Microsoft Office, Written Communication, US GAAP, Auditing, Accounting, Financial Statements, Tax, IFRS, Assurance
Education
Northern Illinois University - College of Business 2006 — 2011
B.S and M.A.S, Accountancy
McGladrey LLP June 2014 - Present
Furnished Quarters, LLC 2011 - 2014
A Kurtz 2009 - 2011
Education
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Marketing
Grant Thornton LLP August 2014 - Present
McGladrey LLP December 2013 - August 2014
SingerLewak LLP November 2012 - December 2013
Deloitte July 2012 - October 2012
SingerLewak,LLP November 2009 - June 2012
Ernst & Young, LLP July 2007 - October 2009
Skills
Federal Tax Consulting, Multistate Tax..., Tax Compliance, Business Tax Planning, Legal Research, Legal Writing, Tax Audit Representation, Tax Appeals, Sales Tax, Tax Credits, California Enterprise..., Tax Controversy, Tax Preparation, Tax, Tax Advisory, Due Diligence, Accounting, Tax Research, State Tax, Income Tax, Corporate Tax, Sales, Tax Law, FIN 48, Tax Accounting, Sales & Use Tax, Financial Reporting
Education
Loyola Law School, Loyola Marymount University 2006 — 2007
Master of Laws (LL.M.), Taxation
Loyola Law School, Loyola Marymount University 2003 — 2006
Doctor of Law (J.D.), Law
University of California, Los Angeles 2000 — 2002
B.A., Political Science - International Relations
McGladrey LLP August 1980 - Present
Edward Isaacs & Co 1988 - 2000
Kaufman Greenhut Lebowitz & Forman 1980 - 1988
KPMG 1978 - 1980
Clarence Rainess & Co 1974 - 1978
Skills
Tax Research, CPA, GAAP, Auditing, Internal Controls, Tax Accounting, Financial Reporting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Tax Returns, Corporate Tax, Income Tax, Tax, Accounting, US GAAP, Tax Preparation, Partnership Taxation, Microsoft Excel, Accounts Receivable
Education
Northeastern University 1972 — 1976
BS, Accounting
McGladrey LLP October 1986 - Present
HFMA -McMahon-Illini Chapter June 2014 - Present
American Business Club of Springfield March 2013 - Present
Wagner Castings Company 1984 - 1986
McGladrey LLP 1981 - 1984
ELKram (Pizza Hut franchisee) Management Co. 1979 - 1981
Laventhol & Horwath, Certified Public Accountants 1977 - 1979
Skills
Auditing, Internal Controls, Accounting, Financial Accounting, Financial Statements, Account Reconciliation, CPA, Income Tax, Due Diligence, Internal Audit, Tax, Financial Reporting, Mergers & Acquisitions, GAAP, Audit & Accounting..., Quality Control Reviewer, Subject Matter Expert, Audit Efficiency..., Insurance Industry..., Employee Benefit Plan..., Assurance, Private Equity Groups, Engagement Quality..., Private Equity Firms
Education
Univeristy of Minnesota Carlson School of Management 2004 — 2006
Executive CFO Program, Executive Development
Leadership Springfield 1995 — 1996
Leadership skills and development
Southern Illinois University, Carbondale 1973 — 1977
B.S. Accounting, Accounting
Freeport High School 1970 — 1973
Lee Enterprises, Incorporated September 2012 - Present
Davenport Northwest Little League 2014 - 2015
McGladrey, LLP December 2005 - September 2012
Skills
Tax Research, Accounting, CPA, Financial Reporting, Fixed Assets, GAAP, Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Preparation, Tax Returns
Education
St. Ambrose University
Bachelor's Degree, Accounting, 4.0
Black Hawk College, Moline, IL
Associate in Arts, Accounting Transfer Degree, Accounting
McGladrey LLP September 2008 - Present
Kent State University August 2007 - May 2008
Kent State University July 2007 - May 2008
Progressive Insurance January 2007 - May 2007
Kent State University June 2006 - August 2006
Skills
Accounting, Tax, Corporate Tax, GAAP, CPA, Variance Analysis, Tax Preparation, Accounts Receivable, Account Reconciliation, Auditing, Internal Audit, Sales Tax
Education
Kent State University 2007 — 2008
MS, Accounting
Kent State University 2003 — 2007
BS, Accounting
Certified Public Accountant
McGladrey, LLP June 2012 - Present
Grassi & Co. July 2009 - June 2012
WeiserMazars LLP May 2005 - May 2009
Ernst & Young January 1999 - May 2005
Skills
Budgeting using Lean..., Accounting, Valuation, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Real Estate, GAAP, CPA, Internal Controls, Auditing, Internal Audit, Budgets, General Ledger, QuickBooks, Financial Accounting, Financial Statements, Finance, Income Tax, Lean Manufacturing, Tax, US GAAP, Analysis, SEC filings, Financial Analysis, Management, Corporate Tax, Due Diligence, Tax Accounting, Mergers & Acquisitions, Strategic Planning, Consolidation, Consulting
Education
Queens College 1994 — 1999
Bachlor of Arts, Accounting and Information Systems & Sociology
McGladrey LLP. September 2004 - July 2015
J.Aronson Ltd August 2002 - September 2004
Skills
Accounting, Tax Returns, Corporate Tax, Tax Research, Tax, Financial Accounting, Tax Preparation, Financial Reporting, Financial Analysis, General Ledger, Income Tax, CPA, Payroll, Quickbooks, Journal Entries, Reconciliation, Compilations, Reviews
Education
Northern Illinois University 1980 — 1983
Bachelors, Accounting
McGladrey LLP November 2008 - Present
Skills
Copy Editing, Digital Photography, Proposal Writing, Feature Writing, Internal Communications, Internet Research, Creative Writing, Public Relations, Staff Training, Website Copy
Education
Princeton University 1976 — 1980
AB, Economics
Mission High School 1972 — 1976
Claire's Inc. August 2015 - Present
CDK Global July 2013 - July 2015
CDK Global September 2012 - July 2013
McGladrey LLP November 2010 - September 2012
Chicago Bread, LLC dba Panera Bread November 2003 - October 2010
McGladrey & Pullen, LLP January 2010 - April 2010
Skills
Auditing, GAAP, Financial Reporting, Account Reconciliation, Accounting, Assurance, Microsoft Office, Venture Capital, Variance Analysis, Journal Entries, Hyperion Enterprise, Financial Modeling, Forecasting, Spreadsheets, Microsoft Excel, General Ledger, Financial Analysis, Analysis, Audit, Financial..., SBIC's, SBA, Audit, Access, US GAAP, Accruals, Deadline Oriented, Essbase
Education
Northern Illinois University 2007 — 2010
Bachelors of Science, Accounting
McGladrey LLP July 2007 - Present
Perdue Farms September 2006 - December 2006
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Assurance, Business Valuation, Revenue Recognition, CPA, Microsoft Office, Finance, Financial Statement..., Financial Statement..., Consolidated Financial..., Project Management, Audit Software, Business combination..., Internal Controls, Auditing, Financial Accounting, US GAAP, Budgets, Microsoft Excel, Account Reconciliation, Analysis, Financial Reporting, Management
Education
Loyola University Maryland 2009 — 2012
Master of Business Administration, Finance, 3.829
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science, Accounting, 3.974
C. Milton Wright
Cherrywood Commercial December 2013 - Present
TMH Capital, Inc. 2009 - Present
McGladrey LLP February 2013 - 2013
Genpact Mortgage Services 2011 - 2011
American First Credit Union 2010 - 2011
Kinecta Federal Credit Union 2007 - 2009
ResMAE Mortgage Corporation - Citadel Investment Group 2004 - 2007
BNC Mortgage, Inc. 1997 - 2004
Skills
Certified: LEAN Six..., Licensed: DRE & SAFE..., Process Reengineering, Resource Optimization, Executive Leadership, Sales Management, Operations Management, Strategic Planning, Financial Analysis, P&L Functions, Budgeting, Database Management, Sales Conferences, Trade Shows, Marketing, Negotiations, Online Resources, Sales Forecasting, Product Launch, Needs Assessment, High-Impact..., Relationship Development, Benchmarking, Author guidelines,..., Account Management, Banking, Change Management, BPO, Outsourcing, Quality Assurance, Quality Management, Real Estate, Risk Management, Employee Relations, Customer Relations, Problem Solving, Team Building, Teamwork, Team Leadership, Underwriting, Vendor Management, Retail, Wholesale, Budgets, Negotiation, Forecasting, Sales, Leadership, Portfolio Management, Executive Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
Bachelor of Science, Management
Digitas February 2013 - Present
NxStage Medical October 2011 - February 2013
McGladrey, LLP November 2007 - October 2011
Feeley & Driscoll October 2004 - October 2007
Starbucks May 2001 - August 2002
Skills
Internal Controls, Auditing, Manufacturing, Research, Accounting, Financial Reporting, QuickBooks, US GAAP, Financial Analysis, Accounts Receivable, Accounts Payable, Financial Accounting, General Ledger, GAAP, Finance, CPA
Education
Northeastern University 2004 — 2005
MSA, Accounting, 3.5
Bentley College 2002 — 2004
Bachelor of Science, Accounting, 3.3
McGladrey LLP May 2008 - Present
RSM McGladrey, Inc. September 2007 - May 2008
RSM McGladrey, Inc. June 2004 - August 2007
RSM McGladrey, Inc. May 2000 - May 2004
McGladrey & Pullen / RSM McGladrey, Inc. May 1996 - April 2000
Amhof Tire Service August 1983 - April 1996
Skills
Software Development, Project Management, Management, Data Warehousing, PMP, Visio, IT Management, Vendor Management, MS Project, Enterprise Software, Leadership, Budgets, Training, SharePoint, Process Improvement, Business Analysis, Project Portfolio..., SDLC, Team Leadership, Business Process...
Education
St. Ambrose University 1998 — 2001
BA, Computer Network Administration
Scott Community College 1994 — 1996
AAS, Business Computer Programming
McGladrey LLP July 2001 - Present
Russ Doughten Films, Inc November 1981 - July 2001
Skills
Great Plains Software, Great Plains, Budgeting, Excel, ERP, Accounting, General Ledger
Education
Kansas State University 1969 — 1974
BS & BS, AgEconomics, Business
Haiku Learning September 2014 - Present
McGladrey, LLP January 2007 - August 2014
Skills
Internal Controls, CPA, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Nonprofits, Non-profits, Financial Modeling, Cost Accounting, Strategic Financial..., Business Process..., Business Analysis, Finance, Healthcare Management, Information Technology, Healthcare Industry, Investment Management, Management, Process Improvement, Strategic Planning, Program Management
Education
Northern Illinois University
Masters, Accounting
The University of Chicago - Booth School of Business
MBA, Finance and Economics
University of Illinois at Urbana-Champaign
BS, Business
McGladrey LLP August 2010 - Present
Caturano and Company March 2005 - July 2010
Tonneson & Company CPAs PC 1998 - 2004
Education
Merrimack College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Malden Catholic High School 1990 — 1994
McGladrey LLP 2013 - Present
Deloitte 2003 - 2004
Velocient Technologies 2000 - 2002
IIS Infotech Ltd 1998 - 1999
Khanna & Annadhanam 1993 - 1998
Skills
Accounting
Education
Shri Ram College of Commerce 1990 — 1993
Mount St. Mary's
McGladrey LLP August 2005 - Present
Sol Schwartz & Associates, P.C. 1997 - 2001
Raich Ende Malter 1980 - 1988
Skills
CPA, Tax Research, Corporate Tax, GAAP, Tax Preparation, Auditing, Partnership Taxation, Accounting, International Tax, Tax Accounting, Tax Returns, Tax, Internal Controls, Income Tax, Tax Advisory
Education
LIU Post
KPMG US November 2014 - Present
McGladrey LLP September 2004 - Present
McGladrey LLP 2004 - Present
TIAA-CREF October 2001 - September 2004
JPMorgan Chase June 1994 - May 2001
Alliance Capital November 1991 - June 1994
Skills
Internal Controls, Accounting, Financial Accounting, Auditing, Tax, Financial Reporting, Internal Audit, Hedge Funds, SEC filings, Private Equity, US GAAP, Sarbanes-Oxley Act, Partnership Taxation, Asset Managment, Financial Statements, GAAP, Income Tax, General Ledger, Alternative Investments, CPA
Education
North Carolina Agricultural and Technical State University 1984 — 1988
BS, accounting
North Carolina A&T University
Bachelor of Science, Accounting
McGladrey LLP 2005 - Present
Deloitte & Touche 1997 - 2005
Skills
SEC filings, Auditing, CPA, Revenue Recognition, Tax, Private Equity, Business Valuation, Manufacturing, Investment Companies, GAAP, Accounting, External Audit, Mortgage Banking, US GAAP, Financial Reporting, Software, Mutual Funds, Banking, Strategic Financial..., Corporate Finance, Mergers, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Assurance, Portfolio Management, Due Diligence, IPO, Financial Services, Corporate Tax, International Tax, Audit
Education
Regis University 1993 — 1997
BS, Professional Accounting, Business Administration and Mathematics
Air Academy High School
McGladrey LLP August 2014 - Present
BKD CPAs & Advisors November 2013 - August 2014
Deloitte January 2007 - October 2013
Solae, LLC May 2005 - January 2007
ROYAL CANIN U.S.A February 2004 - April 2005
NESTLE PURINA PETCARE /RALSTON PURINA 2002 - 2004
Ralston Purina 1998 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Reporting, Auditing, SEC filings, US GAAP, Accounting, CPA, Sarbanes-Oxley, GAAP, External Audit
Education
Southern Illinois University, Carbondale
McGladrey LLP January 1996 - Present
Skills
CPA since 1996, Auditing, Accounting, Financial Reporting, Financial Accounting, US GAAP, Sarbanes-Oxley Act, SEC filings, Assurance, Financial Analysis, External Audit, Due Diligence
Education
The Johns Hopkins University 2000 — 2003
Master of Business Administration (MBA), Finance, General
Purdue University - Krannert School of Management 1990 — 1994
Bachelor of Science, Accounting
McGladrey LLP July 2000 - Present
Skills
Auditing
Education
Merrimack College 1996 — 2000
McGladrey LLP January 2003 - Present
Arthur Andersen LLP August 1988 - September 2002
Skills
Auditing, CPA, Restructuring, IPO, SEC filings, GAAP, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Assurance, Financial Accounting, Revenue Recognition, Due Diligence, Sarbanes-Oxley, Tax Law, Reverse Mergers, Tax Research, Acquisition Integration, Financial Modeling, Mergers & Acquisitions, Cost Accounting, Tax Accounting, SEC Filings, Partnership Taxation, Business Valuation, External Audit
Education
Loyola Marymount University 1985 — 1988
Bachelor of Science (BS), Accounting
Loyola Marymount University
BS in Accounting, Accounting and Business/Management
Baker Tilly Virchow Krause, LLP November 2012 - Present
McGladrey LLP September 2007 - November 2012
Edison Properties May 2006 - December 2006
Skills
GAAP, Financial Reporting, Accounting, Auditing, CPA, Assurance, Internal Controls, US GAAP
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2007
Bachelor of Science, Accounting
MCGLADREY LLP March 2001 - May 2012
McGladrey & Pullen January 1997 - March 2001
Skills
Employee Benefit Plan..., Tax Returns, S Corporations, Accounting, Partnership Taxation, Audit, Auditing, Compilation, Tax, Tax Preparation, Income Tax, Tax Services, Financial Reporting, GAAP, Bookkeeping, Assurance, Corporate Tax, Quickbooks, Small Business..., Individual Taxation, Sage Timberline Office, Timberline Accounting, QuickBooks
Education
Northern Illinois University 1994 — 1996
Bachelor's degree, Accounting
Northern Illinois University
B.S, Accounting
Rock Valley College 1992 — 1994
Associate of Science (AS)
McGladrey LLP December 2011 - Present
RSM McGladrey 1998 - November 2011
AAA Iowa 1984 - 1997
Skills
Financial Analysis, Mergers, Forecasting, Budgeting, SOX & Internal Controls, Corporate Real Estate..., Budgets, Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Program Management, Process Improvement, Contract Negotiation, Due Diligence, Auditing, Corporate Real Estate, Property Management, Finance, Executive Management, Internal Controls, Financial Reporting, GAAP, Financial Modeling, Strategy, Acquisitions, SEC Filings
Education
Loras College 1973 — 1975
BA, Accounting & Business Administration
McGladrey, LLP October 2005 - Present
PFPC July 2004 - September 2005
Skills
Accounting, Auditing, Financial Statements, Venture Capital
Education
La Salle University 2000 — 2004
BA, Accounting
Archbishop Wood 1996 — 2000
McGladrey LLP September 1998 - Present
RSM McGladrey September 2006 - December 2011
RSM McGladrey August 2002 - August 2006
RSM McGladrey September 1998 - August 2002
Skills
Business Valuation, Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Forensic Accounting, Valuation, Financial Modeling, Private Equity, Management Consulting
Education
Montana State University-Bozeman 1983 — 1987
M.S., Applied Economics
McGladrey LLP September 2014 - Present
Grant Thornton LLP February 2013 - July 2014
KPMG LLP 2002 - 2012
Arthur Andersen LLP 1983 - 2002
Skills
SEC filings, Auditing, Internal Controls, Revenue Recognition, Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Big 4, CPA, External Audit, IPO, Financial Accounting, SEC Filings, Corporate Governance, Private Equity
Education
Santa Clara University 1979 — 1983
Bachelor of Science (BS), Accounting
McGladrey LLP October 2006 - Present
RSM McGladrey (Hausser+Taylor, LLC) 2002 - September 2006
Skills
Accounting, Financial Analysis, GAAP, Financial Reporting, Auditing, CPA, Tax, US GAAP, Corporate Tax
Education
Kent State University 1995 — 1998
Bachelor of Science (B.S.), Accounting
McGladrey LLP February 2007 - Present
Skills
Accounting
Education
Salem State University 1989 — 1993
Accounting, Accounting
Northeastern University
MST, Taxation & Financial Planning
21st Century Fox October 2014 - Present
McGladrey LLP November 2009 - October 2014
McGladrey June 2008 - November 2009
Holiday Inn of Utica - Moose River Cafe June 2005 - June 2008
First Source Federal Credit Union May 2006 - January 2008
Education
Siena College 2005 — 2009
McGladrey LLP September 1999 - Present
Education
Monmouth College 1995 — 1999
Bachelor of Arts, Accounting and Business Administration
McGladrey LLP 2000 - Present
RSM McGladrey, Inc. January 2000 - November 2011
Friedman, Eisenstein, Raemer Schwartz 1987 - 1999
Skills
Due Diligence, Private Equity, Mergers, Accounting, Auditing, Tax, Business Valuation, SEC filings, CPA, Financial Reporting, Corporate Tax, Internal Controls, Financial Analysis, Assurance, Financial Accounting, Income Tax, International Tax, GAAP, US GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions, Tax Accounting, Tax Research, External Audit, Revenue Recognition, Forensic Accounting, Partnership Taxation, Tax Advisory, Financial Statements, SEC Filings
Education
University of Chicago Graduate School of Business - 4 YR Certificate Program Sponsored by McGladrey 2003 — 2006
Certificate, Business Advisory - General, including strategy and marketing
Northern Illinois University 1967 — 1971
Bachelor of Science, Accountancy
McGladrey LLP June 1988 - Present
Skills
Strategic Planning, Program Management, Leadership, Management, Project Management, Process Improvement, Strategy, CRM, Business Analysis, Management Consulting
Education
Miami University
MAcc, Accountancy
Northwestern University
BA, Economics
McGladrey LLP 2003 - Present
RazGroup Consulting (Self-Employed) 2002 - 2003
Venturi Technology Partners (formerly WORDLink) 1997 - 2002
US Army Corps of Engineers 1993 - 1997
Skills
Process Improvement, Management Consulting, Risk Assessment, IT Strategy, Business Analysis, SDLC, Consulting, CISA, Business Process..., Project Management, Program Management, Change Management, Business Intelligence, Risk Management, Sarbanes-Oxley Act, Governance, Disaster Recovery, Security, Information Technology
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
Masters, MBA
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
McGladrey, LLP November 2005 - Present
E & Y 1994 - 2005
Crum & Forster Insurance Company September 1987 - August 1994
Skills
Tax, Partnership Taxation, FASB, Tax Compliance, Tax Audits, Purchase Accounting, Fresh Start accounting, Section 382, Accounting, IFRS, US GAAP, Financial Statements, Tax Research, Auditing, Tax Accounting, Income Tax
Education
Seton Hall University 1994 — 1996
MST, Taxation
Long Island University, Brooklyn Campus 1977 — 1981
MBA, Accounting
McGladrey LLP September 2005 - Present
KPMG LLP July 1994 - September 2005
Skills
Tax, CPA
Education
Iowa State University - College of Business 1990 — 1994
BBA, Accounting
McGladrey LLP January 2006 - Present
Mantas, Ohliger, McGary & Quinn, P.C. December 1990 - December 2005
Laventhol & Horwath 1987 - 1990
Skills
Auditing, Accounting, Leadership, Tax, Valuation, Financial Reporting, Financial Risk, Business Valuation, Private Equity, SEC Filings, CPA, SEC filings, GAAP, US GAAP, Financial Analysis, Due Diligence, Internal Controls, Financial Accounting
Education
La Salle University - School of Business Administration 1983 — 1987
B.S., Accounting
La Salle College High School 1979 — 1983
Western Illinois University August 2012 - Present
McGladrey LLP January 1996 - August 2012
Ludlum Food Mart, Inc. 1984 - 1995
McDonough & Fulton County Mental Health 1981 - 1983
Skills
Accounting, Financial Accounting, Financial Reporting, CPA, Financial Analysis, External Audit, SEC filings, US GAAP, Budgets, Internal Controls, Microsoft Word, Public Speaking
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2014
Doctorate of Business, Accounting
Western Illinois University 1993 — 1995
Master of Accountancy, Accounting
Cedar Creek Consulting, Inc. April 2014 - Present
Wipfli LLP August 2014 - March 2015
Cedar Creek Consulting, Inc. April 2014 - August 2014
RSM McGladrey March 2007 - August 2014
McGladrey LLP March 2007 - August 2014
RSM McGladrey / Corvus Group 2008 - 2009
Cedar Creek Consulting, Inc. November 2001 - March 2006
Sprint PCS July 2000 - October 2001
Hamilton & Sullivan 1999 - 2000
eFORCE 1999 - 1999
Skills
Payment Systems, Credit, Banking, Business Planning, Commercial Lending, Commercial Banking, Credit Risk, Loans, Financial Institutions, Credit Analysis, Treasury Management, Underwriting, Portfolio Management, Due Diligence, Capital Markets, Risk Management, Mortgage, Financial Analysis, Corporate Finance, Loan Servicing, Asset Management, Retail Banking, Cash Flow, Cash Flow Forecasting, Mergers, Cash Management, Asset, Payments, Management Consulting, Internal Controls, Restructuring, Small Business, Financial Management, Managerial Finance, Internal Audit, Mortgage Lending, Mergers & Acquisitions, Financial Risk, Valuation, Financial Modeling, Strategy, Strategic Financial..., Executive Management, Financial Services, Enterprise Risk..., Financial Reporting, Finance, Private Equity, Sarbanes-Oxley Act, Funding
Education
Barret Graduate School of Banking 2013 — 2015
Certificate, Banking
University of Wyoming 1974 — 1975
MBA, Business Administration
Michigan State University 1968 — 1972
BA, Business Administration
McGladrey LLP August 2011 - Present
Alliance Data 2005 - 2006
Education
Loyola Law School, Loyola Marymount University 2011 — 2013
LL.M., Taxation
University of Oregon School of Law 2006 — 2009
J.D.
Miami University 2000 — 2005
B.A., History, Political Science, and Psychology
McGladrey LLP October 2005 - Present
Desmond & Ahern 2004 - 2005
McGreal, Johnson & McGrane 2002 - 2004
Skalitzky & Noonan, Ltd 1992 - 2002
Skills
CPA, Tax Preparation, GAAP, Tax, Income Tax, Tax Accounting, US GAAP, Internal Controls, Tax Returns, Auditing, Accounting, Financial Statements, US Tax, Partnership Taxation
Education
Millikin University 1988 — 1992
Bacholor of Science, Accounting
McGladrey, LLP March 2011 - Present
LECG, LLC 2010 - 2010
Huron Consulting Group November 2002 - November 2009
Education
Lehigh University 1971 — 1975
Bachelor of Science (B.S.), Accounting & Finance
McGladrey LLP November 2004 - Present
Price Waterhouse Coopers 2001 - 2002
Ernst & Young 1998 - 2001
General Signal Corporation 1990 - 1998
Ernst & Young 1981 - 1990
Deloitte & Touche Tax Technologies 1974 - 1978
Skills
Corporate Tax, International Tax, Tax, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Tax Advisory, Transfer Pricing, SEC filings, Auditing, CPA, Tax Law, Accounting, US Tax
Education
New York University School of Law 1978 — 1982
LLM, Tax
New York Law School 1974 — 1978
JD, Law
New York University - Leonard N. Stern School of Business 1970 — 1974
BS, Accounting
Suyvesant High School 1966 — 1970
academic
Transco Inc. August 2014 - Present
McGladrey, LLP January 2006 - August 2014
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Financial Analysis, CPA, US GAAP, Private Equity, Financial Statements, Due Diligence, Financial Accounting, Income Tax, SEC filings, Corporate Tax, GAAP, Internal Audit
Education
Millikin University 2001 — 2005
Bachelor of Science, Accounting & Entrepreneurship
McGladrey, LLP September 2000 - Present
Skills
International Tax, Mergers, Tax, Accounting, CPA, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Strategic Financial..., Financial Analysis
Education
Manchester University 1995 — 2000
Master of Accountancy, Accounting
McGladrey October 2013 - Present
James Madison University August 2012 - May 2013
McGladrey LLP June 2012 - August 2012
Peoples Bank of Virginia June 2008 - January 2012
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel, Tax, Microsoft Word, PowerPoint, External Audit
Education
James Madison University 2012 — 2013
Master of Science, Accounting
James Madison University - College of Business 2008 — 2012
Bachelor, Accounting
Little Theatre of Mechanicsburg September 2014 - Present
McGladrey LLP May 2008 - December 2014
Kuhns Brothers Log Homes, Inc June 2005 - March 2008
Various Great Plains Consulting Firms 1999 - 2005
Communications Products, Inc. March 1995 - May 1999
Various Federal Contractors March 1987 - April 1999
Skills
Great Plains Software, Crystal Reports, Report Writing, Project Accounting, Job Costing, Great Plains, Financial Reporting, Accounting, Microsoft Dynamics GP, Cost Accounting, Internal Audit, General Ledger, Microsoft Dynamics, Financial Statements, Analysis, Budgets, ERP, Payroll
Education
Purdue University 1978 — 1979
MSM, Management - Accounting
Purdue University 1971 — 1975
BS CHM, Chemistry
McGladrey October 2014 - Present
McGladrey LLP January 2014 - September 2014
McGladrey December 2012 - December 2013
Saffery Champness October 2012 - November 2012
RSM Tenon June 2007 - September 2012
RSM Tenon 2007 - 2012
Skills
Corporate Tax, Tax Advisory, VAT, Tax, Auditing, IFRS, Accounting, Financial Reporting, Assurance, Bank Reconciliation, Finance, Risk Assessment, General Ledger, Financial Accounting, US GAAP, External Audit, Financial Analysis, GAAP, Internal Controls
Education
Middlesex University 2003 — 2007
BA Accounting and Finance, 1st Class
McGladrey, LLP June 2015 - Present
EHC Certified Public Accountants January 2014 - August 2014
Cochran, Head, Vick & Co., P.C. January 2004 - January 2014
Card Shops, Inc. 2000 - 2004
Eugene B. Kirgy, CPA October 1996 - January 2000
US Department of Defense 1992 - 1996
Albert B. Eger, CPA September 1986 - 1989
Skills
Accounting, GAAP, Tax, Tax Preparation, Financial Accounting, General Ledger, Income Tax, Financial Reporting, Tax Returns, Financial Statements, Account Reconciliation, Fixed Assets, US GAAP, Tax Accounting, External Audit, CPA, Corporate Tax, QuickBooks, Peachtree, Invoicing, Accounts Receivable, Accounts Payable, Payroll, Sales Tax, Payroll Taxes, Journal Entries, Internal Audit, Auditing
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
MAFM, MBA, Accounting and Finance
University of Phoenix 2010 — 2011
MSA, Accounting
MidAmerica Nazarene University 2009 — 2010
BS, Management
William Jewell College 2000 — 2008
B.S, Accounting
Wipfli LLP September 2015 - Present
Sole Practitioner June 2014 - September 2015
McGladrey LLP January 2012 - 2014
JPMorgan Chase July 2008 - December 2011
Skills
Tax Law, Tax, Tax Preparation, Income Tax, Nonprofits, Estate Planning, International Tax, Tax Advisory, Tax Accounting, Tax Research
Education
William Mitchell College of Law 1987 — 1990
JD, Law (Tax)
McGladrey, LLP November 2011 - Present
McGladrey & Pullen, LLP February 2010 - November 2011
RSM McGladrey, Inc June 2006 - February 2010
Education
University of Northern Iowa 1978 — 1980
BA, Accounting
North Iowa Area Community College 1976 — 1978
AA, Business
McGladrey LLP January 1998 - Present
William B. Oertli, CPA January 1994 - December 1997
Turbes Drealan Kvilhaug & Co August 1993 - December 1993
Skills
CPA, Corporate Tax, Compilation Of..., Review of Financial..., Payroll Taxes, Payroll Services, Multi-state Payroll..., Small Business, Individual Tax..., Individual Tax Planning, Partnership Taxation, Tax Accounting, Financial Statements, Tax Preparation, Tax Research, Income Tax, Tax
Education
Southwest Minnesota State University 1989 — 1993
BS, Accounting
McGladrey LLP November 2011 - September 2015
Education
Northern Illinois University 2010 — 2011
Master, Accounting Science
Northern Illinois University 2006 — 2010
Bachelor of Science, Accounting
McGladrey LLP January 2011 - Present
Lawson Products May 2010 - August 2010
Skills
Tax, Accounting, Auditing, Assurance, US GAAP, Internal Controls, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, External Audit
Education
Northern Illinois University 2009 — 2010
Masters, Accountancy
Northern Illinois University - College of Business 2005 — 2009
B.S., Finance and Economics
McGladrey LLP June 1979 - Present
Skills
Contractual..., Contract Compliance..., Contract Compliance..., Business Advice, Internal Controls, Auditing, Accounting, CPA, Financial Accounting, Tax, Corporate Tax, Financial Reporting, Due Diligence, Internal Audit, Forecasting
Education
Roosevelt University 1969 — 1972
BSBA, Accounting
McGladrey LLP April 2015 - Present
Exelon Corporation March 2012 - March 2015
Constellation Energy April 2010 - March 2012
KPMG LLP September 1993 - April 2010
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Accounting, Due Diligence, Energy, SEC filings, US GAAP
Education
University of Baltimore
M.S. Taxation
Loyola University Maryland 1989 — 1993
B.B.A. Accounting
Mitchell & Titus, LLP August 2015 - Present
Leaders in Auditing Management in the Greater New York City Area 2015 - Present
Aleta Saravia, CPA November 2013 - Present
McGladrey LLP January 2004 - November 2013
Marks Paneth & Shron LLP October 2001 - January 2004
Skills
Auditing, Internal Controls, CPA, Accounting, Financial Statements, Financial Reporting, GAAP, US GAAP, Revenue Recognition, Financial Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, Audits of Employee..., Corporate Tax, Tax, Fixed Assets, Market Trend Analysis, Audits of..., GAGAS Audits, Preparation of Cost..., Team Management, Coaching & Mentoring, Teaching, Team Leadership, Communication, Management, Financial Risk
Education
City University of New York-Queens College 1993 — 1995
BA, Accounting
McGladrey, LLP November 1977 - Present
McGladrey, LLP October 1977 - Present
McGladrey 1990 - 2011
Skills
International Tax...
Education
St. Cloud State University 1967 — 1968
MBA, Accounting
McGladrey, LLP August 2014 - Present
Financial Research Associates May 2011 - August 2014
U.S. Army April 1998 - March 2010
Skills
Analysis, Valuation, Leadership, Financial Analysis, Finance
Education
La Salle University - School of Business Administration 2010 — 2011
MBA, Business Administration, Finance
Millersville University of Pennsylvania 2000 — 2008
Bachelor of Science, Business Administration/Finance
McGladrey LLP August 1981 - Present
Skills
Accounting, Auditing, Financial Reporting, CPA, Financial Accounting, GAAP, US GAAP
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP October 2014 - Present
BDO USA, LLP January 2014 - March 2014
McGladrey LLP January 2013 - April 2013
Northern Illinois University January 2012 - December 2012
Good Dog! Training and Behavior January 2006 - May 2012
Anderson Animal Shelter July 2007 - October 2010
Bergner’s Department Store April 2005 - July 2005
Skills
Public Speaking, Research, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Leadership
Education
Northern Illinois University 2011 — 2014
Bachelor of Science (BS), Accountancy, 4.0
University of Illinois
Bachelor of Science, Animal Sciences
Saggar & Rosenberg, P.C. June 2014 - Present
McGladrey LLP August 1999 - June 2014
GEICO June 1984 - August 1998
Skills
CPA, Tax, Corporate Tax, Accounting, Mergers & Acquisitions, Partnership Taxation, Tax Research, S Corporations, US Tax, International Tax, Tax Accounting, GAAP, FIN 48, Income Tax, Tax Law
Education
University of Maryland College Park 1980 — 1983
Bachelor of Science (BS), Accounting
Montgomery College 1979 — 1980
Richard Montgomery
Keystone Property Group September 2014 - Present
Keystone Property Group September 2014 - Present
McGladrey LLP October 2012 - September 2014
Katz, Frantz and Company, LLC August 2010 - October 2012
Skills
Tax, Accounting, GAAP, US GAAP, External Audit, Financial Statements, Assurance, General Ledger, Internal Controls, Financial Accounting, Fixed Assets, Tax Preparation
Education
Temple University - Fox School of Business and Management 2008 — 2010
Bachelor's degree, Accounting
Montgomery County Community College 2004 — 2008
Associate's degree, Accounting and Business/Management