Meredith & Associates
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Meredith & Associates Employees
BDO USA, LLP August 2015 - Present
Meredith & Associates September 2006 - July 2015
Craig V Sands Accountancy Corporation July 2005 - July 2006
Reznick Group December 2003 - July 2005
Schoenholz & Spiegel, LLP January 2001 - November 2003
Skills
Accounting, GAAP, Internal Controls, Tax Research, Tax, Corporate Tax, Partnership Taxation, IRS, S Corporations, QuickBooks, Tax Preparation, CPA, Auditing, Tax Returns, Financial Reporting, International Tax, Multi-state tax returns, Estate Tax Planning, Trust Taxation, US Tax, Income Tax, Tax Law, Tax Accounting, FIN 48, FAS109, ProSystem fx Tax, State Tax
Education
Golden Gate University 2010 — 2012
Master of Science, Taxation
California State University-Fresno 1994 — 1998
Bachelor of Science, Accountancy
Meyer Tax Consulting February 2010 - Present
Now Adopt, Inc January 2012 - Present
GRACE Grapevine January 2013 - October 2013
CCH January 2010 - January 2013
Meredith & Associates January 2008 - December 2009
Deloitte September 2006 - January 2008
Deloitte September 2006 - September 2007
Countrywide Financial Services November 2005 - September 2006
Priceless Investments June 2004 - January 2006
Kendall & Associates May 2005 - November 2005
Skills
Business Tax, Tax Preparation, Tax Law, International Tax, Futuristic, Learner, Achiever, Tax, Corporate Tax, Future Trends, QuickBooks, Accounting, CPA, Financial Statements, Financial Analysis, Tax Advisory, Finance, Account Reconciliation, Start-ups, Tax Accounting, Estate Planning, Analysis
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters of Science in Accounting
The University of Texas at Dallas - School of Management 2006 — 2006
Continuing Education
The University of Texas at Arlington 2002 — 2005
BBA Finance
Texas A&M University - Mays Business School 2001 — 2002
BBA Finance
The Ewbank Group, P.C. March 2004 - Present
Meredith & Associates October 2003 - February 2004
Martin W. Cohen & Co., P.C. October 2000 - October 2003
Intellisys Group, Inc. 1998 - 2000
James R. Knight, CPA's 1993 - 1997
Applications Plus, Inc. 1991 - 1992
J & S Audio Visual Communications, Inc. 1988 - 1990
Cheshier & Fuller, Inc., P.C. 1981 - 1988
Skills
Insurance, Statutory Accounting, Auditing, Internal Controls, Financial Reporting, Accounting, Financial Statements, Finance, Budgets, Cash Flow, Forecasting, CPA, Casualty, Process Improvement, Financial Accounting, GAAP, Mergers & Acquisitions, Audit
Education
The University of Texas at Dallas
Novartis June 2013 - Present
Sammons Corporation January 2009 - June 2013
Meredith & Associates November 2007 - November 2008
Ernst & Young January 2005 - November 2007
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, GAAP, General Ledger, Internal Controls, Sarbanes-Oxley Act, Tax, Finance, CPA
Education
Texas Tech University 2000 — 2005
Master of Science (MS), Accounting
PlaceWorks July 2006 - Present
Meredith & Associates Inc. September 2001 - June 2006
Meredith & Associates 1994 - 2001
Skills
CEQA, Urban Planning, Land Use Planning, Zoning, Environmental Impact..., Environmental Policy, Environmental Science, Exposure Assessment, Environmental Permitting, Regulatory Analysis, NPDES, Water Distribution, Water Treatment, Environmental Consulting, Environmental Awareness, Environmental...
Education
UCLA 1981 — 1985
D.Env., Environmental Science & Engineering
UCLA 1979 — 1981
MPH, Public Health
U.C. Riverside 1972 — 1976
Bachelor of Science (B.S.), Biology
Ameriprise Financial 2010 - Present
Bank of America 2004 - 2010
FleetBoston Financial 2002 - 2004
Liberty Financial Companies 1998 - 2001
Colonial Management 1994 - 1997
Meredith & Associates 1992 - 1994
The Beal Companies 1991 - 1992
Commonwealth of Massachusetts 1987 - 1990
WBUR 1983 - 1987
Skills
E-commerce, Financial Services, Vendor Management, Business Analysis, Leadership, Marketing, Asset Management, Program Management, SDLC, Salesforce.com, Strategy, Process Improvement, Asset Managment, CRM, Project Management, Risk Management, Visio, SharePoint, Mutual Funds, Relationship Management, Salesforce.com...
Education
Boston University
Emerson College 1977 — 1981
BS
Pacific Heritage Group July 2015 - Present
Meredith & Associates September 2013 - Present
Shake Out January 2015 - July 2015
Subway September 2012 - December 2014
Trabuco Hills High School April 2012 - June 2013
Skills
Nutrition, Public Speaking, Customer Service, Team Building, Microsoft Word, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Social Media, Data Entry, Research, Event Planning
Education
Brigham Young University - Idaho 2014 — 2019
Business, Management, Marketing, and Related Support Services
Brigham Young University - Idaho 2014 — 2018
Exercise Physiology
Meredith & Associates October 2006 - Present
Financial Network January 2002 - August 2006
Skills
Tax, Excel, Microsoft Office, Quickbooks, Word, Tax Preparation, Non-profits, Accounting, QuickBooks, State Tax Compliance, Entity Formations, Entity Dissolutions, Microsoft Word, Microsoft Excel, US Tax, Nonprofits, IRS, S Corporations, Income Tax, Corporate Tax, Tax Returns, Bookkeeping, Tax Research, Financial Reporting, GAAP, Partnership Taxation, Auditing, Sales Tax, Lacerte
Education
University of North Texas
General Studies/Education
Renewable Choice Energy September 2015 - Present
Bingham McCutchen January 2010 - July 2014
Bingham McCutchen June 2008 - July 2008
Wendel, Rosen, Black & Dean LLP January 2008 - June 2008
Bingham McCutchen June 2007 - August 2007
California Attorney General's Office May 2006 - August 2006
Meredith & Associates August 2003 - May 2005
Frontier Geosciences October 2000 - July 2001
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Policy, Environmental Policy, Due Diligence, Environmental Awareness, Data Analysis, Environmental Law
Education
University of California, Berkeley - School of Law 2005 — 2009
J.D., Environmental
University of California, Los Angeles 2001 — 2003
M.S., Atmospheric Sciences
University of Washington 1997 — 2000
B.S., Atmospheric Sciences
Komlossy Mernok Kft March 2014 - Present
Colliers International March 2014 - Present
Environmetal Resource Management (ERM) May 2009 - February 2014
ERM: Environmental Resources Management September 2006 - May 2009
Meredith & Associates 2000 - 2006
Skills
Environmental Consulting, Environmental Impact..., Environmental Awareness, Project Management, Green Building, Environmental..., gree, Sustainability...
Education
Virginia Polytechnic Institute and State University 2000 — 2002
Masters, Environmental Engineering
Budapest University of Technology and Economics 1995 — 2000
Masters, Civil Engineering
Babits Mihaly Gimnazium
Meredith & Associates 2002 - Present
MicroAccounting Solutions 2000 - 2002
Meredith & Associates 1988 - 2000
Education
College for Financial Planning 2010 — 2010
Financial Analysis
UT Arlington 1991 — 1993
BBA, Accounting
Meredith & Associates Litigation ManagerGrocers & Merchants Insurance Service
Education
Pennsylvania State University-Penn State Altoona 1957 — 1959
Associate-Mechanical Engineer, Drafting and Design Technology/Technician, General, 3.4
The Finial Company May 2014 - Present
Meredith & Associates January 2010 - May 2014
Skills
QuickBooks, Tax, Tax Preparation, Tax Returns, Tax Accounting, Corporate Tax, IRS, Income Tax
Education
University of North Texas
Bachelor's degree, Accounting in Control Systems