Montgomery Coscia Greilich LLP
Description
Address: 2500 Dallas Pkwy, Plano, TX 75093 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (972) 748-0300: : : Category: : Website: : Place name: : Website: http://www.mcggroup.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Montgomery Coscia Greilich LLP Employees
Employee
Years
Job
Industry
Devon Eick Devon Eick's Montgomery Coscia Greilich LLP Experience August 2014 - June 2015
Job Staff Tax Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
The Brandt Companies July 2015 - Present
Montgomery Coscia Greilich LLP August 2014 - June 2015
Classic Fare Catering January 2012 - January 2014
Montgomery Coscia Greilich LLP June 2013 - July 2013
The Brandt Companies May 2012 - August 2012
Limited Brands June 2010 - January 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Teamwork, Microsoft Word, Microsoft Office
Education
Harding University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
The Brandt Companies July 2015 - Present
Montgomery Coscia Greilich LLP August 2014 - June 2015
Classic Fare Catering January 2012 - January 2014
Montgomery Coscia Greilich LLP June 2013 - July 2013
The Brandt Companies May 2012 - August 2012
Limited Brands June 2010 - January 2012
Skills
Microsoft Excel, Accounting, PowerPoint, Teamwork, Microsoft Word, Microsoft Office
Education
Harding University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Kevin Wait Kevin Wait's Montgomery Coscia Greilich LLP Experience April 2015 - Present
Job Auditor at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2015 - Present
Grant Thornton LLP January 2015 - Present
American National Bank of Texas August 2012 - December 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting, Teamwork
Education
cometcareers 2013 — 2014
Bachelors, Accounting
The University of Texas at Dallas 2012 — 2014
Bachelor's degree, Accounting
Collin County Community College 2008 — 2012
Associates of Science, Science
Montgomery Coscia Greilich LLP April 2015 - Present
Grant Thornton LLP January 2015 - Present
American National Bank of Texas August 2012 - December 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting, Teamwork
Education
cometcareers 2013 — 2014
Bachelors, Accounting
The University of Texas at Dallas 2012 — 2014
Bachelor's degree, Accounting
Collin County Community College 2008 — 2012
Associates of Science, Science
David Bouton David Bouton's Montgomery Coscia Greilich LLP Experience January 2011 - April 2011
Job Senior Tax Associate at BKM Sowan Horan, LLP
Industry Accounting
Experience
BKM Sowan Horan, LLP January 2012 - Present
Bank of America September 2011 - January 2012
Montgomery Coscia Greilich, LLP January 2011 - April 2011
Richland College August 2010 - December 2010
Cedar Valley College 2010 - 2010
Fry's Electronics 2005 - 2008
Skills
Microsoft Office, Customer Service, Tax, ProSystem fx Tax, Tax Accounting, Accounting, Partnership Taxation, Income Tax, Financial Accounting, Finance, CPA
Education
University of North Texas 2012 — 2013
Master of Science (M.S.), Taxation
University of North Texas 2009 — 2012
Bachelor of Science (B.S.), Accounting
Richland College 2006 — 2009
Associates in Sciences
Lakeview Centennial
Tax Watch University (Seminars)
BKM Sowan Horan, LLP January 2012 - Present
Bank of America September 2011 - January 2012
Montgomery Coscia Greilich, LLP January 2011 - April 2011
Richland College August 2010 - December 2010
Cedar Valley College 2010 - 2010
Fry's Electronics 2005 - 2008
Skills
Microsoft Office, Customer Service, Tax, ProSystem fx Tax, Tax Accounting, Accounting, Partnership Taxation, Income Tax, Financial Accounting, Finance, CPA
Education
University of North Texas 2012 — 2013
Master of Science (M.S.), Taxation
University of North Texas 2009 — 2012
Bachelor of Science (B.S.), Accounting
Richland College 2006 — 2009
Associates in Sciences
Lakeview Centennial
Tax Watch University (Seminars)
Caitlin Pritchard Caitlin Pritchard's Montgomery Coscia Greilich LLP Experience August 2015 - Present
Job Tax Staff Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2015 - Present
Harding University January 2012 - May 2015
Montgomery Coscia Greilich LLP February 2014 - June 2014
Cedar Park Farmer's Market August 2010 - January 2013
Skills
PowerPoint, Microsoft Excel, Time Management, Research, Microsoft Word, Microsoft Office
Education
Harding University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Montgomery Coscia Greilich LLP August 2015 - Present
Harding University January 2012 - May 2015
Montgomery Coscia Greilich LLP February 2014 - June 2014
Cedar Park Farmer's Market August 2010 - January 2013
Skills
PowerPoint, Microsoft Excel, Time Management, Research, Microsoft Word, Microsoft Office
Education
Harding University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Sean Borg Sean Borg's Montgomery Coscia Greilich LLP Experience February 2014 - May 2014
Job Business Systems Analyst at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters June 2014 - Present
Montgomery Coscia Greilich LLP February 2014 - May 2014
Credit Union of Texas November 2010 - August 2011
U.S. Coast Guard September 2008 - June 2010
Target Corporation August 2005 - May 2007
Skills
Customer Service, Banking, Customer Satisfaction, Sales, Accounting, Microsoft Suites, PowerPoint, Microsoft Excel
Education
The University of Texas at Dallas 2014 — 2015
Master of Science (M.S.), Information Technology and Management
The University of Texas at Dallas 2012 — 2013
Bachelor of Science, Accounting
Richland College
Associate of Arts, Business Administration
Thomson Reuters June 2014 - Present
Montgomery Coscia Greilich LLP February 2014 - May 2014
Credit Union of Texas November 2010 - August 2011
U.S. Coast Guard September 2008 - June 2010
Target Corporation August 2005 - May 2007
Skills
Customer Service, Banking, Customer Satisfaction, Sales, Accounting, Microsoft Suites, PowerPoint, Microsoft Excel
Education
The University of Texas at Dallas 2014 — 2015
Master of Science (M.S.), Information Technology and Management
The University of Texas at Dallas 2012 — 2013
Bachelor of Science, Accounting
Richland College
Associate of Arts, Business Administration
Eric Warman's Montgomery Coscia Greilich LLP Experience January 2013 - Present
Job Audit Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2013 - Present
Valarity LLC February 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Customer Service, Teamwork, Team Leadership, Interpersonal Skill
Education
MidAmerica Nazarene University 2007 — 2011
Bachelor of Arts (B.A.), Accounting, Business Administration
Montgomery Coscia Greilich LLP January 2013 - Present
Valarity LLC February 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Customer Service, Teamwork, Team Leadership, Interpersonal Skill
Education
MidAmerica Nazarene University 2007 — 2011
Bachelor of Arts (B.A.), Accounting, Business Administration
Rachel Watley Rachel Watley's Montgomery Coscia Greilich LLP Experience September 2014 - Present
Job Audit Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2014 - Present
Montgomery Coscia Greilich LLP January 2014 - August 2014
Montgomery Coscia Greilich LLP February 2013 - January 2014
Towers Watson September 2012 - January 2013
CiboVino's June 2009 - September 2012
Rawhouser Weight and Fitness Center September 2011 - May 2012
Student Support Services September 2010 - May 2012
Fidelity Express June 2011 - August 2011
Skills
Accounting, Microsoft Office, Time Management, Access, Financial Accounting, Microsoft Excel, Microsoft Word, Income Tax, Financial Analysis, Accounts Payable, PowerPoint, Financial Reporting, GAAP, Auditing, Financial Statements
Education
Texas A&M University-Commerce 2013 — 2015
Master of Science (MS), Accounting
University of the Ozarks 2008 — 2012
B.S., Accounting, Economics
Sulphur Springs High School 2004 — 2008
High School Diploma
Montgomery Coscia Greilich LLP September 2014 - Present
Montgomery Coscia Greilich LLP January 2014 - August 2014
Montgomery Coscia Greilich LLP February 2013 - January 2014
Towers Watson September 2012 - January 2013
CiboVino's June 2009 - September 2012
Rawhouser Weight and Fitness Center September 2011 - May 2012
Student Support Services September 2010 - May 2012
Fidelity Express June 2011 - August 2011
Skills
Accounting, Microsoft Office, Time Management, Access, Financial Accounting, Microsoft Excel, Microsoft Word, Income Tax, Financial Analysis, Accounts Payable, PowerPoint, Financial Reporting, GAAP, Auditing, Financial Statements
Education
Texas A&M University-Commerce 2013 — 2015
Master of Science (MS), Accounting
University of the Ozarks 2008 — 2012
B.S., Accounting, Economics
Sulphur Springs High School 2004 — 2008
High School Diploma
Susan Hudspeth Susan Hudspeth's Montgomery Coscia Greilich LLP Experience April 2014 - Present
Job Staff Sales Tax Compliance at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2014 - Present
Rent A Center, Inc. November 2009 - April 2014
JCPenney February 1988 - May 1996
Skills
Sales Tax Compliance
Education
Baylor University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Montgomery Coscia Greilich LLP April 2014 - Present
Rent A Center, Inc. November 2009 - April 2014
JCPenney February 1988 - May 1996
Skills
Sales Tax Compliance
Education
Baylor University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Nicholas Mears, MBA Nicholas Mears, MBA's Montgomery Coscia Greilich LLP Experience May 2014 - Present
Job Senior Valuation Associate at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP May 2014 - Present
HSSK Group June 2013 - May 2014
Whitley Penn May 2012 - June 2013
AmericaVest Financial August 2011 - November 2011
Mears Mazda Volvo - Service Department May 2002 - July 2010
Skills
Business Valuation, Business Planning, Business Strategy, Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Management, Customer Service, Lean Management, Microsoft Office
Education
Nova Southeastern University 2010 — 2011
Masters of Business Administration, Business & Entrepreneurship, 3.84
Texas Tech University - Rawls College of Business 2007 — 2010
Bachelor, Business Administration
Montgomery Coscia Greilich LLP May 2014 - Present
HSSK Group June 2013 - May 2014
Whitley Penn May 2012 - June 2013
AmericaVest Financial August 2011 - November 2011
Mears Mazda Volvo - Service Department May 2002 - July 2010
Skills
Business Valuation, Business Planning, Business Strategy, Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Management, Customer Service, Lean Management, Microsoft Office
Education
Nova Southeastern University 2010 — 2011
Masters of Business Administration, Business & Entrepreneurship, 3.84
Texas Tech University - Rawls College of Business 2007 — 2010
Bachelor, Business Administration
Jennifer Muniz Jennifer Muniz's Montgomery Coscia Greilich LLP Experience April 2006 - April 2012
Job Manager at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting June 2012 - Present
Montgomery Coscia Greilich LLP April 2006 - April 2012
United Surgical Partners 2003 - 2006
Baylor Heart and Vascular Hospital 2001 - 2003
Skills
Financial Reporting, General Ledger, Accounting, GAAP, Fixed Assets, Revenue Recognition, US GAAP, QuickBooks, Finance, Financial Accounting, Mergers, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Texas A&M University 1997 — 2001
BBA, Accounting
Riveron Consulting June 2012 - Present
Montgomery Coscia Greilich LLP April 2006 - April 2012
United Surgical Partners 2003 - 2006
Baylor Heart and Vascular Hospital 2001 - 2003
Skills
Financial Reporting, General Ledger, Accounting, GAAP, Fixed Assets, Revenue Recognition, US GAAP, QuickBooks, Finance, Financial Accounting, Mergers, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Texas A&M University 1997 — 2001
BBA, Accounting
Carlo Moreno Carlo Moreno's Montgomery Coscia Greilich LLP Experience September 2011 - August 2012
Job Controller at Advanced Graphix
Industry Accounting
Experience
Advanced Graphix September 2012 - Present
Montgomery Coscia Greilich LLP September 2011 - August 2012
Coastal Trade Securities, LLC January 2008 - August 2011
Moss Adams LLP December 2006 - December 2008
Raffa & Associates, PC August 2003 - December 2006
John R. Mani, CPAs August 2001 - August 2003
Skills
Internal Controls, Financial Statements, Accruals, Journal Entries, P&L Analysis, GAAP, Financial Reporting, General Ledger, Financial Accounting, Fixed Assets, Accounting, Auditing, Tax Preparation, Tax, External Audit, Corporate Tax, Income Tax, Tax Returns, Sarbanes-Oxley Act, Assurance, US GAAP, Cash Flow, Accounts Payable, Accounts Receivable, Financial Audits, Bank Reconciliation
Education
United States Senate Finance Committee Internship 2001 — 2001
Certificate, Finance
Richard Stockton College of New Jersey 1997 — 2001
BS, Accounting
Advanced Graphix September 2012 - Present
Montgomery Coscia Greilich LLP September 2011 - August 2012
Coastal Trade Securities, LLC January 2008 - August 2011
Moss Adams LLP December 2006 - December 2008
Raffa & Associates, PC August 2003 - December 2006
John R. Mani, CPAs August 2001 - August 2003
Skills
Internal Controls, Financial Statements, Accruals, Journal Entries, P&L Analysis, GAAP, Financial Reporting, General Ledger, Financial Accounting, Fixed Assets, Accounting, Auditing, Tax Preparation, Tax, External Audit, Corporate Tax, Income Tax, Tax Returns, Sarbanes-Oxley Act, Assurance, US GAAP, Cash Flow, Accounts Payable, Accounts Receivable, Financial Audits, Bank Reconciliation
Education
United States Senate Finance Committee Internship 2001 — 2001
Certificate, Finance
Richard Stockton College of New Jersey 1997 — 2001
BS, Accounting
Neil Ramos Neil Ramos's Montgomery Coscia Greilich LLP Experience March 2013 - Present
Job Desktop Support Agent at Montgomery Coscia Greilich LLP
Industry Executive Office
Experience
Montgomery Coscia Greilich LLP March 2013 - Present
Williams-Sonoma, Inc. October 2009 - July 2014
Skills
CompTIA A+, ProSystem fx Engagement, SharePoint, CCH ProSystem fx, Sage CRM, Outlook, Sales, Access, Data Entry, PowerPoint, Customer Service, Microsoft Excel, Inventory Management, Teamwork, Microsoft Word, Time Management, Administrative..., Microsoft Office, Retail, Typing, Telephone Skills, Customer Satisfaction, Computer Hardware, Practice Management, Executive Support, Accounting, Active Directory, SharePoint Designer, Computer Maintenance, Microsoft Dynamics, ProSystem fx Tax, InfoPath, SysAid, Office 365, Leadership, Windows 7
Education
El Centro College 2011 — 2013
2 Year Associate's, Executive Assistance
Collin County Community College 2009 — 2010
None, Business
Plano East Senior High 2007 — 2009
Highschool, High School/Secondary Diplomas and Certificates
Montgomery Coscia Greilich LLP March 2013 - Present
Williams-Sonoma, Inc. October 2009 - July 2014
Skills
CompTIA A+, ProSystem fx Engagement, SharePoint, CCH ProSystem fx, Sage CRM, Outlook, Sales, Access, Data Entry, PowerPoint, Customer Service, Microsoft Excel, Inventory Management, Teamwork, Microsoft Word, Time Management, Administrative..., Microsoft Office, Retail, Typing, Telephone Skills, Customer Satisfaction, Computer Hardware, Practice Management, Executive Support, Accounting, Active Directory, SharePoint Designer, Computer Maintenance, Microsoft Dynamics, ProSystem fx Tax, InfoPath, SysAid, Office 365, Leadership, Windows 7
Education
El Centro College 2011 — 2013
2 Year Associate's, Executive Assistance
Collin County Community College 2009 — 2010
None, Business
Plano East Senior High 2007 — 2009
Highschool, High School/Secondary Diplomas and Certificates
Kelsey Head's Montgomery Coscia Greilich LLP Experience June 2014 - Present
Job Senior Manager at MCG
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2014 - Present
BKD CPAs & Advisors January 2006 - June 2014
Skills
Accounting, Tax, Tax Preparation, Income Tax, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Returns, Fixed Assets, QuickBooks, General Ledger, Personal Income Tax..., Corporate Tax Planning, State Tax, Personal Tax Planning, Partnership Tax Returns, Consolidated Returns, FIN 48, Multi-state tax returns
Education
Pittsburg State University 2001 — 2005
Accounting, Taxation
Montgomery Coscia Greilich LLP June 2014 - Present
BKD CPAs & Advisors January 2006 - June 2014
Skills
Accounting, Tax, Tax Preparation, Income Tax, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Returns, Fixed Assets, QuickBooks, General Ledger, Personal Income Tax..., Corporate Tax Planning, State Tax, Personal Tax Planning, Partnership Tax Returns, Consolidated Returns, FIN 48, Multi-state tax returns
Education
Pittsburg State University 2001 — 2005
Accounting, Taxation
Mark Boyland, CPA Mark Boyland, CPA's Montgomery Coscia Greilich LLP Experience December 2013 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP December 2013 - Present
Montgomery Coscia Greilich LLP July 2011 - December 2013
Montgomery Coscia Greilich LLP April 2010 - June 2011
Skills
Tax Accounting, Corporate Tax, CPA
Education
Texas Christian University 2009 — 2009
MAc, Accounting
Texas A&M University-Corpus Christi 2005 — 2008
BBA, Accounting
Texas Tech University
Montgomery Coscia Greilich LLP December 2013 - Present
Montgomery Coscia Greilich LLP July 2011 - December 2013
Montgomery Coscia Greilich LLP April 2010 - June 2011
Skills
Tax Accounting, Corporate Tax, CPA
Education
Texas Christian University 2009 — 2009
MAc, Accounting
Texas A&M University-Corpus Christi 2005 — 2008
BBA, Accounting
Texas Tech University
Matthew Denegre's Montgomery Coscia Greilich LLP Experience June 2012 - January 2015
Job Director at Baymark Partners
Industry Venture Capital & Private Equity
Experience
Baymark Partners January 2015 - Present
Montgomery Coscia Greilich LLP June 2012 - January 2015
Transition Capital Partners April 2011 - September 2011
California Closets April 2008 - May 2010
College Pro Painters August 2004 - April 2008
Skills
Financial Modeling, Due Diligence, Financial Analysis, Business Valuation, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Eastern Connecticut State University 2002 — 2006
Bachelor's Degree
Baymark Partners January 2015 - Present
Montgomery Coscia Greilich LLP June 2012 - January 2015
Transition Capital Partners April 2011 - September 2011
California Closets April 2008 - May 2010
College Pro Painters August 2004 - April 2008
Skills
Financial Modeling, Due Diligence, Financial Analysis, Business Valuation, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Eastern Connecticut State University 2002 — 2006
Bachelor's Degree
Shanda Owen's Montgomery Coscia Greilich LLP Experience 2009 - 2011
Job Accountant at Consumer Finance Asset Management, LLC
Industry Financial Services
Experience
Consumer Finance Asset Management, LLC September 2010 - Present
Montgomery Coscia Greilich LLP 2009 - 2011
Skills
Financial Accounting, Account Reconciliation, Accounting, Finance, Auditing, Customer Service
Education
Texas A&M University-Commerce 2003 — 2007
Bachelor's Degree
Consumer Finance Asset Management, LLC September 2010 - Present
Montgomery Coscia Greilich LLP 2009 - 2011
Skills
Financial Accounting, Account Reconciliation, Accounting, Finance, Auditing, Customer Service
Education
Texas A&M University-Commerce 2003 — 2007
Bachelor's Degree
Franziska Moberly's Montgomery Coscia Greilich LLP Experience April 2015 - Present
Job Audit Associate at MCG | Accounting | Leadership Development | Bilingual | GAAP | International Business
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2015 - Present
PwC January 2015 - March 2015
Santander Consumer USA Inc. September 2014 - December 2014
Santander Consumer USA Inc. August 2013 - August 2014
Santander Consumer USA Inc. May 2013 - August 2013
Skills
Leadership, Accounting, Critical Thinking, Public Speaking, CPA, Customer Satisfaction, Account Reconciliation, General Ledger, Auditing, Team Building, Coaching, Event Planning, Marketing, Bilingual, Leadership Development, Sales Tax, Teamwork, GAAP, Cost Accounting, Sarbanes-Oxley Act, Management Accounting, Financial Accounting, Risk Management, Forecasting, Internal Audit, Corporate Finance, Finance, Variance Analysis, CMA, Detailed Oriented, Mentoring, Conflict Resolution, Fundraising, International Business, Capital Budgeting, Revenue Recognition, Multi-Cultural..., Inventory Management, Business Strategy, Negotiations, Profit Maximization, Project Management, Business Modeling, P&L Management, Analytics, Cash Flow, Concept Development, Restructuring, Business Planning, Manufacturing
Education
Texas Woman's University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Senior, 4.0 GPA
Dallas County Community College 2010 — 2012
Accounting, Accounting, 4.0 GPA
Montgomery Coscia Greilich LLP April 2015 - Present
PwC January 2015 - March 2015
Santander Consumer USA Inc. September 2014 - December 2014
Santander Consumer USA Inc. August 2013 - August 2014
Santander Consumer USA Inc. May 2013 - August 2013
Skills
Leadership, Accounting, Critical Thinking, Public Speaking, CPA, Customer Satisfaction, Account Reconciliation, General Ledger, Auditing, Team Building, Coaching, Event Planning, Marketing, Bilingual, Leadership Development, Sales Tax, Teamwork, GAAP, Cost Accounting, Sarbanes-Oxley Act, Management Accounting, Financial Accounting, Risk Management, Forecasting, Internal Audit, Corporate Finance, Finance, Variance Analysis, CMA, Detailed Oriented, Mentoring, Conflict Resolution, Fundraising, International Business, Capital Budgeting, Revenue Recognition, Multi-Cultural..., Inventory Management, Business Strategy, Negotiations, Profit Maximization, Project Management, Business Modeling, P&L Management, Analytics, Cash Flow, Concept Development, Restructuring, Business Planning, Manufacturing
Education
Texas Woman's University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Senior, 4.0 GPA
Dallas County Community College 2010 — 2012
Accounting, Accounting, 4.0 GPA
Luke McCarty Luke McCarty's Montgomery Coscia Greilich LLP Experience September 2012 - July 2013
Job Registered Account Executive at Financial Solutions, LLC
Industry Investment Management
Experience
Financial Solutions, LLC, An Independent Firm, Raymond James Financial Services March 2014 - Present
epay, a Euronet Worldwide Company July 2013 - March 2014
Montgomery Coscia Greilich LLP September 2012 - July 2013
Montgomery Coscia Greilich LLP December 2009 - October 2012
Spectrum Wealth Advisors May 2008 - August 2008
Education
Missouri Southern State University 2004 — 2009
BSBA, Accounting
Missouri Southern State University 2004 — 2009
BSBA, Finance
Financial Solutions, LLC, An Independent Firm, Raymond James Financial Services March 2014 - Present
epay, a Euronet Worldwide Company July 2013 - March 2014
Montgomery Coscia Greilich LLP September 2012 - July 2013
Montgomery Coscia Greilich LLP December 2009 - October 2012
Spectrum Wealth Advisors May 2008 - August 2008
Education
Missouri Southern State University 2004 — 2009
BSBA, Accounting
Missouri Southern State University 2004 — 2009
BSBA, Finance
Matthew Curl Matthew Curl's Montgomery Coscia Greilich LLP Experience March 2014 - Present
Job Audit Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP March 2014 - Present
CPM Medical Consultants LLC May 2013 - December 2013
Skills
Account Reconciliation, Balance Sheet, Billing Process, Bookkeeping, Income Statement, Internal Audit, Inventory Control, Invoicing, Microsoft Excel, Microsoft Word
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP March 2014 - Present
CPM Medical Consultants LLC May 2013 - December 2013
Skills
Account Reconciliation, Balance Sheet, Billing Process, Bookkeeping, Income Statement, Internal Audit, Inventory Control, Invoicing, Microsoft Excel, Microsoft Word
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Cole Thompson Cole Thompson's Montgomery Coscia Greilich LLP Experience June 2013 - July 2013
Job Assurance Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Montgomery Coscia Greilich LLP June 2013 - July 2013
Centenary College of Louisiana August 2009 - May 2013
Peninsula Oilers June 2012 - August 2012
Encompass Home Health May 2008 - August 2008
Skills
Sports, Baseball, PowerPoint, Social Media, Time Management, Microsoft Word, Public Speaking, Microsoft Excel, Accounting, Event Planning, Research, Teaching, Teamwork, Customer Service, Team Leadership, Microsoft Office, Recruiting, Training, Strategic Communications, Writing, Creative Writing, Strategic Planning, Financial Reporting, Auditing, Financial Accounting, Social Networking, Leadership, Financial Analysis
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting
Centenary College of Louisiana 2009 — 2013
Bachelor of Science (BS), Accounting
PwC September 2014 - Present
Montgomery Coscia Greilich LLP June 2013 - July 2013
Centenary College of Louisiana August 2009 - May 2013
Peninsula Oilers June 2012 - August 2012
Encompass Home Health May 2008 - August 2008
Skills
Sports, Baseball, PowerPoint, Social Media, Time Management, Microsoft Word, Public Speaking, Microsoft Excel, Accounting, Event Planning, Research, Teaching, Teamwork, Customer Service, Team Leadership, Microsoft Office, Recruiting, Training, Strategic Communications, Writing, Creative Writing, Strategic Planning, Financial Reporting, Auditing, Financial Accounting, Social Networking, Leadership, Financial Analysis
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting
Centenary College of Louisiana 2009 — 2013
Bachelor of Science (BS), Accounting
Haley Main Haley Main's Montgomery Coscia Greilich LLP Experience July 2013 - May 2014
Job Physical Therapy Student
Industry Higher Education
Experience
Montgomery Coscia Greilich LLP July 2013 - May 2014
EDGE Physical Therapy September 2012 - May 2013
Harding University August 2008 - July 2012
Skills
Exercise Physiology, Weight Training, Yoga, Physical Therapy, Athletics, Fitness
Education
Harding University 2008 — 2012
Bachelor's degree, Natural Sciences, 3.75
Montgomery Coscia Greilich LLP July 2013 - May 2014
EDGE Physical Therapy September 2012 - May 2013
Harding University August 2008 - July 2012
Skills
Exercise Physiology, Weight Training, Yoga, Physical Therapy, Athletics, Fitness
Education
Harding University 2008 — 2012
Bachelor's degree, Natural Sciences, 3.75
JD Reed JD Reed's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Senior Tax Associate at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
Montgomery Coscia Greilich LLP May 2012 - December 2014
Skills
Accounting, Tax, Microsoft Office, Microsoft Excel, PowerPoint, Management, Budgets, Leadership, Partnership Taxation, Tax Research, Individual Returns
Education
Harding University
B.B.A., Finance
Montgomery Coscia Greilich LLP January 2015 - Present
Montgomery Coscia Greilich LLP May 2012 - December 2014
Skills
Accounting, Tax, Microsoft Office, Microsoft Excel, PowerPoint, Management, Budgets, Leadership, Partnership Taxation, Tax Research, Individual Returns
Education
Harding University
B.B.A., Finance
Christopher Bailey, CPA's Montgomery Coscia Greilich LLP Experience December 2012 - August 2013
Job CFO at Private
Industry Accounting
Experience
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
Jared Cockrell Jared Cockrell's Montgomery Coscia Greilich LLP Experience April 2012 - Present
Job Transaction Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2012 - Present
Montgomery Coscia Greilich LLP November 2010 - April 2012
Deloitte May 2010 - November 2010
Deloitte September 2008 - December 2008
Skills
Internal Audit, SOX Compliancy, Enterprise Risk..., Financial Statement..., Financial Reporting, Transaction Advisory..., Acquisitions, Financial Transactions, Business Acquisition, Accounting, Financial Accounting, Financial Analysis, Financial Modeling, SEC filings
Education
Texas A&M University 2005 — 2010
Master's degree, Finance
Texas A&M University 2005 — 2010
Bachelor of Science (BS), Accounting
Montgomery Coscia Greilich LLP April 2012 - Present
Montgomery Coscia Greilich LLP November 2010 - April 2012
Deloitte May 2010 - November 2010
Deloitte September 2008 - December 2008
Skills
Internal Audit, SOX Compliancy, Enterprise Risk..., Financial Statement..., Financial Reporting, Transaction Advisory..., Acquisitions, Financial Transactions, Business Acquisition, Accounting, Financial Accounting, Financial Analysis, Financial Modeling, SEC filings
Education
Texas A&M University 2005 — 2010
Master's degree, Finance
Texas A&M University 2005 — 2010
Bachelor of Science (BS), Accounting
C. Colby Horn, CPA C. Colby Horn, CPA's Montgomery Coscia Greilich LLP Experience January 2010 - Present
Job Audit Senior Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2010 - Present
TS - Davis Clark and Company June 2009 - January 2010
KBA Group LLP January 2007 - April 2009
Skills
GAAP, Internal Controls, Financial Reporting, SEC filings, Financial Audits, Merger and Acquisition..., Derivative Accounting, Derivatives, Accounting, Cash Flow, General Ledger, Auditing, Due Diligence, Financial Statements, Financial Analysis, Internal Audit, Variance Analysis, Payroll, Consolidation, Assurance, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Revenue Recognition
Education
University of North Texas 2005 — 2007
BS, Accounting
Angelo State University
Angelo State University
Montgomery Coscia Greilich LLP January 2010 - Present
TS - Davis Clark and Company June 2009 - January 2010
KBA Group LLP January 2007 - April 2009
Skills
GAAP, Internal Controls, Financial Reporting, SEC filings, Financial Audits, Merger and Acquisition..., Derivative Accounting, Derivatives, Accounting, Cash Flow, General Ledger, Auditing, Due Diligence, Financial Statements, Financial Analysis, Internal Audit, Variance Analysis, Payroll, Consolidation, Assurance, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Revenue Recognition
Education
University of North Texas 2005 — 2007
BS, Accounting
Angelo State University
Angelo State University
Michael C. Cook Michael C. Cook's Montgomery Coscia Greilich LLP Experience June 2015 - August 2015
Job Accounting Student, Oklahoma State University
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2015 - August 2015
Montgomery Coscia Greilich LLP June 2014 - August 2014
Darrel W. Cook & Associates December 2013 - December 2013
Canyon Creek Country Club March 2012 - August 2012
Skills
Microsoft Excel, Time Management, Leadership, Recruiting, Teamwork, Communication, Organization, Financial Analysis, Microsoft Word, Sales, Social Networking Sites, PowerPoint, Research
Education
Oklahoma State University 2012 — 2016
Bachelor of Science (BS), 3.86, Accounting, 3.80
J.J. Pearce High School 2008 — 2012
Montgomery Coscia Greilich LLP June 2015 - August 2015
Montgomery Coscia Greilich LLP June 2014 - August 2014
Darrel W. Cook & Associates December 2013 - December 2013
Canyon Creek Country Club March 2012 - August 2012
Skills
Microsoft Excel, Time Management, Leadership, Recruiting, Teamwork, Communication, Organization, Financial Analysis, Microsoft Word, Sales, Social Networking Sites, PowerPoint, Research
Education
Oklahoma State University 2012 — 2016
Bachelor of Science (BS), 3.86, Accounting, 3.80
J.J. Pearce High School 2008 — 2012
Kelsey Lerohl, CPA Kelsey Lerohl, CPA's Montgomery Coscia Greilich LLP Experience June 2012 - July 2012
Job Staff Accountant, Cheniere Energy
Industry Accounting
Experience
Cheniere Energy, Inc. August 2015 - Present
PricewaterhouseCoopers August 2014 - August 2015
PricewaterhouseCoopers January 2013 - March 2013
Montgomery Coscia Greilich LLP June 2012 - July 2012
Independent Bank Group, Inc. December 2010 - May 2012
St. Jude Neuromodulation December 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Quicken, Accounting, Auditing, Financial Accounting, Outlook
Education
Texas A&M University 2009 — 2014
Bachelor's degree, Accounting
Cheniere Energy, Inc. August 2015 - Present
PricewaterhouseCoopers August 2014 - August 2015
PricewaterhouseCoopers January 2013 - March 2013
Montgomery Coscia Greilich LLP June 2012 - July 2012
Independent Bank Group, Inc. December 2010 - May 2012
St. Jude Neuromodulation December 2009 - January 2010
Skills
Microsoft Excel, Microsoft Word, Quicken, Accounting, Auditing, Financial Accounting, Outlook
Education
Texas A&M University 2009 — 2014
Bachelor's degree, Accounting
Olga Gurtovaya Olga Gurtovaya's Montgomery Coscia Greilich LLP Experience September 2009 - April 2010
Job Attorney at Munsch Hardt Kopf & Harr, P.C.
Industry Law Practice
Experience
Munsch Hardt Kopf & Harr, P.C. September 2013 - Present
Vela Keller, PC July 2011 - May 2013
SMU Law Review August 2011 - April 2013
Munsch Hardt Kopf & Harr, P.C. May 2012 - June 2012
Dallas Civil District Court May 2011 - July 2011
Montgomery Coscia Greilich LLP September 2009 - April 2010
TaxEase, LP May 2008 - August 2009
LG Engineering, LLC May 2004 - August 2009
Skills
Tax, Legal Research, Real Estate, Corporate Law, Legal Writing
Education
Southern Methodist University Dedman School of Law 2009 — 2013
Juris Doctor
The University of Texas at Austin 2006 — 2009
Bachelor of Business Administration, Finance
Munsch Hardt Kopf & Harr, P.C. September 2013 - Present
Vela Keller, PC July 2011 - May 2013
SMU Law Review August 2011 - April 2013
Munsch Hardt Kopf & Harr, P.C. May 2012 - June 2012
Dallas Civil District Court May 2011 - July 2011
Montgomery Coscia Greilich LLP September 2009 - April 2010
TaxEase, LP May 2008 - August 2009
LG Engineering, LLC May 2004 - August 2009
Skills
Tax, Legal Research, Real Estate, Corporate Law, Legal Writing
Education
Southern Methodist University Dedman School of Law 2009 — 2013
Juris Doctor
The University of Texas at Austin 2006 — 2009
Bachelor of Business Administration, Finance
Sara Cauble Sara Cauble's Montgomery Coscia Greilich LLP Experience August 2006 - July 2009
Job Accounting Professional
Industry Accounting
Experience
Precision Bookkeeping & Accounting Services March 2011 - Present
Basic Energy Services July 2009 - March 2011
Montgomery Coscia Greilich LLP August 2006 - July 2009
Rothstein Kass August 2005 - August 2006
The Walt Disney Company January 2004 - June 2005
Skills
QuickBooks, SAP, Vertex, General Ledger, GAAP, IFTA, Microsoft Office, Great Plains Software, Auditing, Sales & Use Tax..., Accounts Payable, Accounting, Account Reconciliation, Property Tax, Payroll Taxes, Financial Reporting
Education
California State University-Northridge 2002 — 2005
Bachelor of Science (B.S.), Accounting
San Diego State University-California State University
Bachelor of Science in Accountancy, Accounting
Precision Bookkeeping & Accounting Services March 2011 - Present
Basic Energy Services July 2009 - March 2011
Montgomery Coscia Greilich LLP August 2006 - July 2009
Rothstein Kass August 2005 - August 2006
The Walt Disney Company January 2004 - June 2005
Skills
QuickBooks, SAP, Vertex, General Ledger, GAAP, IFTA, Microsoft Office, Great Plains Software, Auditing, Sales & Use Tax..., Accounts Payable, Accounting, Account Reconciliation, Property Tax, Payroll Taxes, Financial Reporting
Education
California State University-Northridge 2002 — 2005
Bachelor of Science (B.S.), Accounting
San Diego State University-California State University
Bachelor of Science in Accountancy, Accounting
Katie Treybig Katie Treybig's Montgomery Coscia Greilich LLP Experience August 2011 - October 2012
Job Director of Development at Business Council for the Arts: Uniting Commerce and Culture in North Texas
Industry Accounting
Experience
Business Council for the Arts: Uniting Commerce and Culture in North Texas June 2014 - Present
CF Accountants & Consultants October 2012 - June 2014
Montgomery Coscia Greilich LLP August 2011 - October 2012
Texas A&M University January 2011 - May 2011
The Buckle August 2009 - September 2010
Briarcrest Country Club April 2009 - September 2010
The Heller Group and Alamo Title Company January 2005 - January 2009
JBS April 2008 - September 2008
Miller Swim Academy April 2006 - September 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Interviews, Technical Recruiting, Human Resources, Employee Relations, Team Leadership, Team Building, Event Planning, Business Development, Development Of..., Event Management, Events Coordination, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, CRM Integration, Invoicing, Microsoft Office, QuickBooks, 1099 Preparation, W-2, Microsoft Publisher, Adobe Acrobat, SharePoint, CCH ProSystem fx, Photoshop, Illustrator, Personal Assistance, Coordination, Flexibility, Motivation, Close Attention to..., Assertiveness, Recruiting, Team Coordination, New Business Development
Education
Texas A&M University 2006 — 2011
Bachelor of Science (B.S.), Animal Science
Business Council for the Arts: Uniting Commerce and Culture in North Texas June 2014 - Present
CF Accountants & Consultants October 2012 - June 2014
Montgomery Coscia Greilich LLP August 2011 - October 2012
Texas A&M University January 2011 - May 2011
The Buckle August 2009 - September 2010
Briarcrest Country Club April 2009 - September 2010
The Heller Group and Alamo Title Company January 2005 - January 2009
JBS April 2008 - September 2008
Miller Swim Academy April 2006 - September 2007
Skills
Marketing, Marketing Strategy, Marketing Communications, Interviews, Technical Recruiting, Human Resources, Employee Relations, Team Leadership, Team Building, Event Planning, Business Development, Development Of..., Event Management, Events Coordination, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, CRM Integration, Invoicing, Microsoft Office, QuickBooks, 1099 Preparation, W-2, Microsoft Publisher, Adobe Acrobat, SharePoint, CCH ProSystem fx, Photoshop, Illustrator, Personal Assistance, Coordination, Flexibility, Motivation, Close Attention to..., Assertiveness, Recruiting, Team Coordination, New Business Development
Education
Texas A&M University 2006 — 2011
Bachelor of Science (B.S.), Animal Science
Elijah Murray Elijah Murray's Montgomery Coscia Greilich LLP Experience May 2008 - August 2009
Job Financial Planning Associate at Eagle Wealth Solutions
Industry Financial Services
Experience
Eagle Wealth Solutions February 2013 - Present
Pei Wei Asian Diner July 2012 - February 2013
FedEx Ground April 2010 - December 2010
Montgomery Coscia Greilich LLP May 2008 - August 2009
UPS January 2006 - August 2006
Skills
Microsoft Excel, Emoney Advisor, Morningstar Advisor..., Envestnet, Netx360, Money Tree Silver, Albridge, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Outlook, Teamwork, Time Management, Laserapp, Budgets, Data Entry, Accounting, Financial Analysis, Leadership, Redtail, Team Leadership, Synergy
Education
Tennessee Technological University 2006 — 2011
Bachelor of Science (B.S.B.A.), Finance
Beech High School-Hendersonville, TN 2002 — 2006
Diploma, General Studies
Eagle Wealth Solutions February 2013 - Present
Pei Wei Asian Diner July 2012 - February 2013
FedEx Ground April 2010 - December 2010
Montgomery Coscia Greilich LLP May 2008 - August 2009
UPS January 2006 - August 2006
Skills
Microsoft Excel, Emoney Advisor, Morningstar Advisor..., Envestnet, Netx360, Money Tree Silver, Albridge, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Outlook, Teamwork, Time Management, Laserapp, Budgets, Data Entry, Accounting, Financial Analysis, Leadership, Redtail, Team Leadership, Synergy
Education
Tennessee Technological University 2006 — 2011
Bachelor of Science (B.S.B.A.), Finance
Beech High School-Hendersonville, TN 2002 — 2006
Diploma, General Studies
Shelley Flood Shelley Flood's Montgomery Coscia Greilich LLP Experience January 2010 - Present
Job Executive Assistant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2010 - Present
Skills
Accounting, Corporate Tax, Tax, Income Tax, Auditing, Spreadsheets, Management, Time Management, Administrative..., Administrative..., CPA, Microsoft Excel
Education
Brookhaven Community College
Morgan City High School
Southwestern Assemblies of God University
Montgomery Coscia Greilich LLP January 2010 - Present
Skills
Accounting, Corporate Tax, Tax, Income Tax, Auditing, Spreadsheets, Management, Time Management, Administrative..., Administrative..., CPA, Microsoft Excel
Education
Brookhaven Community College
Morgan City High School
Southwestern Assemblies of God University
Heather Mentesana, CPA Heather Mentesana, CPA's Montgomery Coscia Greilich LLP Experience December 2012 - Present
Job Senior Auditor at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP December 2012 - Present
Montgomery Coscia Greilich LLP August 2010 - December 2012
Montgomery Coscia Greilich LLP May 2009 - August 2009
Skills
GAAP, Accounting, US GAAP, Auditing, Financial Reporting, Assurance, Financial Accounting, Financial Statements, Accounts Receivable, Budgets, Financial Audits, Microsoft Excel, CPA, Financial Analysis, SEC Filings
Education
Baylor University 2006 — 2010
Bachelor of Business Administration, Accounting
Trinity Christian Academy
Trinity Christian Academy
Montgomery Coscia Greilich LLP December 2012 - Present
Montgomery Coscia Greilich LLP August 2010 - December 2012
Montgomery Coscia Greilich LLP May 2009 - August 2009
Skills
GAAP, Accounting, US GAAP, Auditing, Financial Reporting, Assurance, Financial Accounting, Financial Statements, Accounts Receivable, Budgets, Financial Audits, Microsoft Excel, CPA, Financial Analysis, SEC Filings
Education
Baylor University 2006 — 2010
Bachelor of Business Administration, Accounting
Trinity Christian Academy
Trinity Christian Academy
Alex Swanston Alex Swanston's Montgomery Coscia Greilich LLP Experience October 2011 - Present
Job Principal Transaction Services at Montgomery Coscia Greilich, LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP October 2011 - Present
Deloitte Financial Advisory Services July 2007 - October 2011
Skills
Financial Modeling, Financial Analysis, Due Diligence, Strategic Financial..., Financial Reporting, Corporate Finance, Mergers & Acquisitions, Equities, Private Equity, Accounting, Forecasting, Valuation, Securities, Restructuring, Finance, Business Valuation, US GAAP, SEC filings
Education
Southern Methodist University 2005 — 2007
MBA, Finance
Gettysburg College 1997 — 2001
BA, Economics
Montgomery Coscia Greilich LLP October 2011 - Present
Deloitte Financial Advisory Services July 2007 - October 2011
Skills
Financial Modeling, Financial Analysis, Due Diligence, Strategic Financial..., Financial Reporting, Corporate Finance, Mergers & Acquisitions, Equities, Private Equity, Accounting, Forecasting, Valuation, Securities, Restructuring, Finance, Business Valuation, US GAAP, SEC filings
Education
Southern Methodist University 2005 — 2007
MBA, Finance
Gettysburg College 1997 — 2001
BA, Economics
Keith Aldis Keith Aldis's Montgomery Coscia Greilich LLP Experience January 2012 - Present
Job Tax Senior at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2012 - Present
consolidated electrical distirbutors May 2011 - January 2012
Skills
Microsoft Excel, GAAP, Financial Accounting, Tax, Accounting
Education
University of North Texas 2008 — 2011
BBA, Accounting
North Lake College 2005 — 2008
Economics
Montgomery Coscia Greilich LLP January 2012 - Present
consolidated electrical distirbutors May 2011 - January 2012
Skills
Microsoft Excel, GAAP, Financial Accounting, Tax, Accounting
Education
University of North Texas 2008 — 2011
BBA, Accounting
North Lake College 2005 — 2008
Economics
Timothy Harless Timothy Harless's Montgomery Coscia Greilich LLP Experience January 2012 - August 2014
Job Buyer Specialist at Todd Tramonte Home Selling Team Market Experts Realty
Industry Accounting
Experience
Todd Tramonte Home Selling Team - Market Experts Realty October 2014 - Present
Montgomery Coscia Greilich LLP January 2012 - August 2014
Skills
GoSystems, Corporate Tax, Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Microsoft Word, GAAP, Financial Reporting, Financial Analysis, Financial Accounting
Education
Harding University 2007 — 2011
Bachelor’s Degree, in Accounting and a Degree in Finance
Todd Tramonte Home Selling Team - Market Experts Realty October 2014 - Present
Montgomery Coscia Greilich LLP January 2012 - August 2014
Skills
GoSystems, Corporate Tax, Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Microsoft Word, GAAP, Financial Reporting, Financial Analysis, Financial Accounting
Education
Harding University 2007 — 2011
Bachelor’s Degree, in Accounting and a Degree in Finance
Lindsay Jenkins Lindsay Jenkins's Montgomery Coscia Greilich LLP Experience February 2015 - July 2015
Job Student at University of Utah
Industry Accounting
Experience
University of Utah August 2015 - Present
University of Texas at Arlington August 2012 - August 2015
Montgomery Coscia Greilich LLP February 2015 - July 2015
Lindsay Jenkins Violin Studio September 2001 - July 2004
Northwest Jewelry Designs April 2000 - March 2003
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Teamwork, Public Speaking, Accounting, Customer Service, Teaching, Time Management, Data Entry, Sales, Financial Reporting, QuickBooks, Payroll, Tax Preparation, Higher Education, Strategic Planning, Financial Statements, Team Building, Finance, Financial Analysis, Management, Income Tax, Team Leadership, Bookkeeping, Financial Accounting, Tutoring, Budgets, Tax, Editing, Retail, Account Reconciliation, Presentations, Event Planning, Accounts Payable, Training, Accounts Receivable, Project Management
Education
The University of Texas at Arlington 2012 — 2015
Bachelor's degree, Accounting
Southern Utah University 1997 — 1998
Elementary Education and Teaching
University of Utah August 2015 - Present
University of Texas at Arlington August 2012 - August 2015
Montgomery Coscia Greilich LLP February 2015 - July 2015
Lindsay Jenkins Violin Studio September 2001 - July 2004
Northwest Jewelry Designs April 2000 - March 2003
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Teamwork, Public Speaking, Accounting, Customer Service, Teaching, Time Management, Data Entry, Sales, Financial Reporting, QuickBooks, Payroll, Tax Preparation, Higher Education, Strategic Planning, Financial Statements, Team Building, Finance, Financial Analysis, Management, Income Tax, Team Leadership, Bookkeeping, Financial Accounting, Tutoring, Budgets, Tax, Editing, Retail, Account Reconciliation, Presentations, Event Planning, Accounts Payable, Training, Accounts Receivable, Project Management
Education
The University of Texas at Arlington 2012 — 2015
Bachelor's degree, Accounting
Southern Utah University 1997 — 1998
Elementary Education and Teaching
Nina Barr's Montgomery Coscia Greilich LLP Experience April 2014 - Present
Job Supervisor, Consulting Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2014 - Present
Shore to Sea Services LLC October 2003 - Present
Education
Babson College
Bachelor of Science (BS), Accounting
Stoneleigh-Burnham School
High School/Secondary School
Montgomery Coscia Greilich LLP April 2014 - Present
Shore to Sea Services LLC October 2003 - Present
Education
Babson College
Bachelor of Science (BS), Accounting
Stoneleigh-Burnham School
High School/Secondary School
Paul Dunn, CPA's Montgomery Coscia Greilich LLP Experience June 2015 - Present
Job Finance Executive
Industry Management Consulting
Experience
Montgomery Coscia Greilich LLP June 2015 - Present
NIST March 2010 - Present
EY March 2010 - June 2015
PricewaterhouseCoopers March 2005 - March 2010
The Hackett Group 2003 - February 2005
Hitachi Consulting 2002 - 2003
Arthur Andersen 1990 - 2002
Arthur Andersen Business Consulting 1990 - 2002
Irving ISD May 1988 - July 1993
Fillmore, Neal & Dunn 1987 - 1990
Skills
Accounting, Budgeting, Acquisition Integration, Balanced Scorecard, Lean Management, Finance Transformation, Financial Close Process, Six Sigma, Cost Management, Target Costing, Shared Services, Project Management, Benchmarking, Intercompany..., Oil & Gas Industry, Strategic Financial..., Change Management, Financial Reporting, Mergers, Performance Improvement, Performance Measurement, Cost Reduction..., Cycle Time Reduction, Record to Report, Change Communications, Program Management..., PMO Development, Maturity Assessments, Black Belts, Lean Consulting, Budgets, Sarbanes-Oxley Act, Business Process..., Management Consulting, Process Improvement, Performance Management, Risk Management, Mergers & Acquisitions, Strategy, Business Process..., Business Intelligence, Business Strategy, Organizational Design, Management, Consulting, PMO, SAP, Internal Audit, Corporate Finance, Enterprise Risk...
Education
Baylor University - Hankamer School of Business 1979 — 1980
MBA, Accounting
The University of Texas at Arlington 1976 — 1979
BBA, Accounting
Montgomery Coscia Greilich LLP June 2015 - Present
NIST March 2010 - Present
EY March 2010 - June 2015
PricewaterhouseCoopers March 2005 - March 2010
The Hackett Group 2003 - February 2005
Hitachi Consulting 2002 - 2003
Arthur Andersen 1990 - 2002
Arthur Andersen Business Consulting 1990 - 2002
Irving ISD May 1988 - July 1993
Fillmore, Neal & Dunn 1987 - 1990
Skills
Accounting, Budgeting, Acquisition Integration, Balanced Scorecard, Lean Management, Finance Transformation, Financial Close Process, Six Sigma, Cost Management, Target Costing, Shared Services, Project Management, Benchmarking, Intercompany..., Oil & Gas Industry, Strategic Financial..., Change Management, Financial Reporting, Mergers, Performance Improvement, Performance Measurement, Cost Reduction..., Cycle Time Reduction, Record to Report, Change Communications, Program Management..., PMO Development, Maturity Assessments, Black Belts, Lean Consulting, Budgets, Sarbanes-Oxley Act, Business Process..., Management Consulting, Process Improvement, Performance Management, Risk Management, Mergers & Acquisitions, Strategy, Business Process..., Business Intelligence, Business Strategy, Organizational Design, Management, Consulting, PMO, SAP, Internal Audit, Corporate Finance, Enterprise Risk...
Education
Baylor University - Hankamer School of Business 1979 — 1980
MBA, Accounting
The University of Texas at Arlington 1976 — 1979
BBA, Accounting
Daniel Farrar's Montgomery Coscia Greilich LLP Experience June 2015 - Present
Job Senior Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2015 - Present
Montgomery Coscia Greilich LLP June 2013 - May 2015
Montgomery Coscia Greilich LLP February 2013 - May 2013
Skills
Corporate Tax, Tax, Tax Research, Accounting, Income Tax, Tax Preparation, Partnership Taxation, Tax Accounting, SEC filings, Financial Accounting, Financial Statements, Tax Returns, GAAP, CPA
Education
Harding University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP June 2015 - Present
Montgomery Coscia Greilich LLP June 2013 - May 2015
Montgomery Coscia Greilich LLP February 2013 - May 2013
Skills
Corporate Tax, Tax, Tax Research, Accounting, Income Tax, Tax Preparation, Partnership Taxation, Tax Accounting, SEC filings, Financial Accounting, Financial Statements, Tax Returns, GAAP, CPA
Education
Harding University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Sabrina Bana Sabrina Bana's Montgomery Coscia Greilich LLP Experience June 2013 - Present
Job Sales Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2013 - Present
Air Medical Group Holdings, Inc. September 2012 - June 2013
Oxford College of Information Technology September 2008 - May 2010
Abercrombie & Fitch 2009 - 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Research, Accounting, Event Planning, Financial Reporting, Social Media, Public Speaking, Leadership, Social Networking, Sales, Teamwork
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP June 2013 - Present
Air Medical Group Holdings, Inc. September 2012 - June 2013
Oxford College of Information Technology September 2008 - May 2010
Abercrombie & Fitch 2009 - 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Research, Accounting, Event Planning, Financial Reporting, Social Media, Public Speaking, Leadership, Social Networking, Sales, Teamwork
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Kate Kirk Kate Kirk's Montgomery Coscia Greilich LLP Experience January 2013 - October 2014
Job Accounting Manager at National Breast Cancer Foundation, Inc.
Industry Accounting
Experience
National Breast Cancer Foundation, Inc. July 2015 - Present
LaFollett & Abbott PLLC October 2014 - April 2015
Montgomery Coscia Greilich LLP January 2013 - October 2014
LaFollett & Company PLLC November 2010 - December 2012
Skills
Auditing, Tax, Compilation Of..., QuickBooks, Microsoft Excel, SAP, GAAP, Accounting, Analysis, US GAAP, Financial Analysis, Financial Accounting, Nonprofits, CPA, Financial Reporting
Education
Southern Methodist University 2007 — 2010
B.B.A. in Finance; B.S.F.A. in Economics
The University of Texas at Dallas - School of Management 2011 — 2012
Master of Science (M.S.), Accounting
National Breast Cancer Foundation, Inc. July 2015 - Present
LaFollett & Abbott PLLC October 2014 - April 2015
Montgomery Coscia Greilich LLP January 2013 - October 2014
LaFollett & Company PLLC November 2010 - December 2012
Skills
Auditing, Tax, Compilation Of..., QuickBooks, Microsoft Excel, SAP, GAAP, Accounting, Analysis, US GAAP, Financial Analysis, Financial Accounting, Nonprofits, CPA, Financial Reporting
Education
Southern Methodist University 2007 — 2010
B.B.A. in Finance; B.S.F.A. in Economics
The University of Texas at Dallas - School of Management 2011 — 2012
Master of Science (M.S.), Accounting
Paul Tigh Paul Tigh's Montgomery Coscia Greilich LLP Experience 2007 - Present
Job Consulting Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP 2007 - Present
CSG Investments 2002 - 2007
Source Media 1998 - 2002
Advanced Telemarketing Corporation 1995 - 1997
Scientific Atlanta 1991 - 1995
Bendix Corp / Allied-Signal, Inc. 1979 - 1991
United States Navy 1973 - 1977
Skills
Accredited Valuation..., Accounting, Finance, Restructuring, Internal Controls, Valuation, Due Diligence, Financial Modeling, Analysis, Mergers & Acquisitions, Financial Reporting, Leadership, Internal Audit, Process Improvement, Business Planning, US GAAP, Financial Audits, Corporate Tax, Tax, GAAP, Financial Analysis, Tax Preparation, CPA
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA
Syracuse University - Martin J. Whitman School of Management 1977 — 1979
B.S., Accounting / Law and Public Policy
Montgomery Coscia Greilich LLP 2007 - Present
CSG Investments 2002 - 2007
Source Media 1998 - 2002
Advanced Telemarketing Corporation 1995 - 1997
Scientific Atlanta 1991 - 1995
Bendix Corp / Allied-Signal, Inc. 1979 - 1991
United States Navy 1973 - 1977
Skills
Accredited Valuation..., Accounting, Finance, Restructuring, Internal Controls, Valuation, Due Diligence, Financial Modeling, Analysis, Mergers & Acquisitions, Financial Reporting, Leadership, Internal Audit, Process Improvement, Business Planning, US GAAP, Financial Audits, Corporate Tax, Tax, GAAP, Financial Analysis, Tax Preparation, CPA
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA
Syracuse University - Martin J. Whitman School of Management 1977 — 1979
B.S., Accounting / Law and Public Policy
Bennett Richardson Bennett Richardson's Montgomery Coscia Greilich LLP Experience January 2014 - Present
Job Tax Director at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2014 - Present
Lane Gorman Trubitt PLLC January 2008 - October 2013
AXA Advisors 1993 - 2008
Acordia Benefits of Texas 1990 - 1993
Reserve Life Insurance Company 1983 - 1989
Skills
Tax, Accounting, Tax Compliance, Compliance, Financial Planning, Income Tax, Corporate Tax, Audit, Preparation, High Net Worth..., Mergers, Tax Services, Real Estate, Financial Reporting, Tax Returns, Auditing, IRS, Trusts, Planning, Small Business, LLC, Non-profits, Management Consulting, Research, Investments, Estate Planning, Due Diligence, Tax Research, Tax Accounting, Tax Advisory, Federal Tax, S Corporations, Budgeting, Partnership Taxation, Engagement, Tax Preparation, Financial Analysis, Internal Controls, Forensic Accounting, Individual Taxation, Tax Return Preparation, Bookkeeping, Payroll, Cash Management, Cash Flow, Excel, Financial Management, Insurance, Forecasting, Retirement Planning
Education
East Carolina University 1973 — 1977
BSBA, Accounting
Montgomery Coscia Greilich LLP January 2014 - Present
Lane Gorman Trubitt PLLC January 2008 - October 2013
AXA Advisors 1993 - 2008
Acordia Benefits of Texas 1990 - 1993
Reserve Life Insurance Company 1983 - 1989
Skills
Tax, Accounting, Tax Compliance, Compliance, Financial Planning, Income Tax, Corporate Tax, Audit, Preparation, High Net Worth..., Mergers, Tax Services, Real Estate, Financial Reporting, Tax Returns, Auditing, IRS, Trusts, Planning, Small Business, LLC, Non-profits, Management Consulting, Research, Investments, Estate Planning, Due Diligence, Tax Research, Tax Accounting, Tax Advisory, Federal Tax, S Corporations, Budgeting, Partnership Taxation, Engagement, Tax Preparation, Financial Analysis, Internal Controls, Forensic Accounting, Individual Taxation, Tax Return Preparation, Bookkeeping, Payroll, Cash Management, Cash Flow, Excel, Financial Management, Insurance, Forecasting, Retirement Planning
Education
East Carolina University 1973 — 1977
BSBA, Accounting
Rebecca Frazar Rebecca Frazar's Montgomery Coscia Greilich LLP Experience January 2013 - May 2015
Job Audit Associate (InCharge)
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2013 - May 2015
Regions Financial Corporation May 2009 - November 2011
Hotel Fredonia May 2008 - May 2009
Regions Financial Corporation August 2007 - May 2008
U.S. Bank January 2007 - August 2007
Skills
Accounting, Auditing, Financial Reporting, US GAAP, GAAP, Financial Analysis, Financial Accounting, Internal Controls, SEC Filings, Sarbanes-Oxley Act, Financial Statements, CPA, External Audit, Microsoft Excel, Finance
Education
The University of Texas at Dallas 2011 — 2012
Bachelor of Science (B.S.), Accounting
Stephen F. Austin State University 2008 — 2011
Montgomery Coscia Greilich LLP January 2013 - May 2015
Regions Financial Corporation May 2009 - November 2011
Hotel Fredonia May 2008 - May 2009
Regions Financial Corporation August 2007 - May 2008
U.S. Bank January 2007 - August 2007
Skills
Accounting, Auditing, Financial Reporting, US GAAP, GAAP, Financial Analysis, Financial Accounting, Internal Controls, SEC Filings, Sarbanes-Oxley Act, Financial Statements, CPA, External Audit, Microsoft Excel, Finance
Education
The University of Texas at Dallas 2011 — 2012
Bachelor of Science (B.S.), Accounting
Stephen F. Austin State University 2008 — 2011
Leigh Medford's Montgomery Coscia Greilich LLP Experience August 2013 - Present
Job Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2013 - Present
Montgomery Coscia Greilich LLP January 2012 - May 2012
Skills
Tax, Accounting, Corporate Tax
Education
Texas Tech University - Rawls College of Business 2010 — 2013
Master of Science, Accounting
Harding University 2006 — 2009
Bachelor of Science, Communication Sciences and Disorders
Montgomery Coscia Greilich LLP August 2013 - Present
Montgomery Coscia Greilich LLP January 2012 - May 2012
Skills
Tax, Accounting, Corporate Tax
Education
Texas Tech University - Rawls College of Business 2010 — 2013
Master of Science, Accounting
Harding University 2006 — 2009
Bachelor of Science, Communication Sciences and Disorders
Neth Wiedemann's Montgomery Coscia Greilich LLP Experience June 2013 - August 2013
Job Senior Associate, Equity Research at Citi
Industry Investment Management
Experience
Citi Investment Research July 2014 - Present
Lone Star Investment Advisors, LLC February 2014 - May 2014
Trailblazer Capital, LLC October 2013 - February 2014
Montgomery Coscia Greilich LLP June 2013 - August 2013
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Strategy, Venture Capital, Business Strategy, Analysis, Advertising, Digital Media, Microsoft Excel, Financial Statement..., Photoshop, Mergers, Editing
Education
Southern Methodist University - Cox School of Business 2012 — 2014
MBA, Finance and Accounting
Ithaca College 2005 — 2009
Bachelor of Science (B.S.)
Episcopal School of Dallas 2000 — 2005
Citi Investment Research July 2014 - Present
Lone Star Investment Advisors, LLC February 2014 - May 2014
Trailblazer Capital, LLC October 2013 - February 2014
Montgomery Coscia Greilich LLP June 2013 - August 2013
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Strategy, Venture Capital, Business Strategy, Analysis, Advertising, Digital Media, Microsoft Excel, Financial Statement..., Photoshop, Mergers, Editing
Education
Southern Methodist University - Cox School of Business 2012 — 2014
MBA, Finance and Accounting
Ithaca College 2005 — 2009
Bachelor of Science (B.S.)
Episcopal School of Dallas 2000 — 2005
Eric Burgess Eric Burgess's Montgomery Coscia Greilich LLP Experience April 2010 - October 2012
Job Director Transaction Advisory Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
Montgomery Coscia Greilich LLP April 2010 - October 2012
PricewaterhouseCoopers LLP 2003 - 2010
Skills
Mergers & Acquisitions, Transaction Advisory..., SEC filings, Auditing, Financial Analysis, Due Diligence, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Cash Flow, Finance, Management Consulting, Strategy, CPA, Private Equity, Financial Modeling
Education
Texas A&M University - Mays Business School 1999 — 2004
MS, Finance
Texas A&M University - Mays Business School 1999 — 2004
BBA, Accounting
Grant Thornton LLP October 2012 - Present
Montgomery Coscia Greilich LLP April 2010 - October 2012
PricewaterhouseCoopers LLP 2003 - 2010
Skills
Mergers & Acquisitions, Transaction Advisory..., SEC filings, Auditing, Financial Analysis, Due Diligence, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Cash Flow, Finance, Management Consulting, Strategy, CPA, Private Equity, Financial Modeling
Education
Texas A&M University - Mays Business School 1999 — 2004
MS, Finance
Texas A&M University - Mays Business School 1999 — 2004
BBA, Accounting
Blake Baldridge Blake Baldridge's Montgomery Coscia Greilich LLP Experience June 2013 - July 2013
Job First Year Audit Associate at KPMG
Industry Accounting
Experience
KPMG August 2015 - Present
Texas A&M University June 2012 - May 2015
KPMG January 2014 - March 2014
Montgomery Coscia Greilich LLP June 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Leadership, Microsoft Word, Public Speaking, Research
Education
Texas A&M University 2014 — 2015
Master's Degree, Finance
Texas A&M University 2010 — 2014
Bachelor's Degree, Accounting
KPMG August 2015 - Present
Texas A&M University June 2012 - May 2015
KPMG January 2014 - March 2014
Montgomery Coscia Greilich LLP June 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Leadership, Microsoft Word, Public Speaking, Research
Education
Texas A&M University 2014 — 2015
Master's Degree, Finance
Texas A&M University 2010 — 2014
Bachelor's Degree, Accounting
Kazanna Camille Cornejo Kazanna Camille Cornejo's Montgomery Coscia Greilich LLP Experience May 2012 - August 2012
Job Global Mobility Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte August 2014 - Present
Deloitte October 2013 - August 2014
Montgomery Coscia Greilich LLP May 2012 - August 2012
Deloitte November 2010 - June 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Outlook, Accounting, Tax, Payroll, Tax Accounting
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science, Accounting
Southern Methodist University - Cox School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte August 2014 - Present
Deloitte October 2013 - August 2014
Montgomery Coscia Greilich LLP May 2012 - August 2012
Deloitte November 2010 - June 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Outlook, Accounting, Tax, Payroll, Tax Accounting
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science, Accounting
Southern Methodist University - Cox School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Royce Prude III, CPA Royce Prude III, CPA's Montgomery Coscia Greilich LLP Experience June 2010 - Present
Job Audit Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2010 - Present
Raytheon Network Centric Systems April 2009 - August 2009
Raytheon Network Centric Systems April 2008 - August 2008
Raymond Harris & Associates May 2004 - August 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, GAAP, Financial Statements, CPA, US GAAP, General Ledger, Microsoft Excel, Financial Accounting, QuickBooks, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, SEC Filings
Education
Pepperdine University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Montgomery Coscia Greilich LLP June 2010 - Present
Raytheon Network Centric Systems April 2009 - August 2009
Raytheon Network Centric Systems April 2008 - August 2008
Raymond Harris & Associates May 2004 - August 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, GAAP, Financial Statements, CPA, US GAAP, General Ledger, Microsoft Excel, Financial Accounting, QuickBooks, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, SEC Filings
Education
Pepperdine University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Dennis Tapp Dennis Tapp's Montgomery Coscia Greilich LLP Experience June 2010 - July 2013
Job Tax Manager at AFairchild PC
Industry Accounting
Experience
AFairchild PC August 2014 - Present
Howard, LLP July 2013 - June 2014
Montgomery Coscia Greilich LLP June 2010 - July 2013
BKD, LLP June 2009 - May 2010
KBA Group LLP August 1998 - June 2009
Skills
CCH ProSystem fx, GoSystems, Partnership Taxation, FASB, Income Tax, Assurance, External Audit, Financial Statements, General Ledger, Revenue Recognition, Sales Tax, Internal Controls, Sarbanes-Oxley Act, ProSystem fx Tax, Accounting, Financial Reporting, Tax
Education
Oklahoma Panhandle State University 1995 — 1996
Bachelor of Business Administration (BBA), Accounting
AFairchild PC August 2014 - Present
Howard, LLP July 2013 - June 2014
Montgomery Coscia Greilich LLP June 2010 - July 2013
BKD, LLP June 2009 - May 2010
KBA Group LLP August 1998 - June 2009
Skills
CCH ProSystem fx, GoSystems, Partnership Taxation, FASB, Income Tax, Assurance, External Audit, Financial Statements, General Ledger, Revenue Recognition, Sales Tax, Internal Controls, Sarbanes-Oxley Act, ProSystem fx Tax, Accounting, Financial Reporting, Tax
Education
Oklahoma Panhandle State University 1995 — 1996
Bachelor of Business Administration (BBA), Accounting
Alexandra Missildine Alexandra Missildine's Montgomery Coscia Greilich LLP Experience October 2008 - Present
Job
Industry
Experience
Montgomery Coscia Greilich LLP October 2008 - Present
Skills
Accounting, Financial Reporting, Corporate Tax, CPA, Tax, Financial Accounting, GAAP, US GAAP, Financial Analysis, SEC filings, Financial Statements, External Audit, Auditing, Assurance
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Montgomery Coscia Greilich LLP October 2008 - Present
Skills
Accounting, Financial Reporting, Corporate Tax, CPA, Tax, Financial Accounting, GAAP, US GAAP, Financial Analysis, SEC filings, Financial Statements, External Audit, Auditing, Assurance
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Jennifer (Jenny) Mitchell Jennifer (Jenny) Mitchell's Montgomery Coscia Greilich LLP Experience June 2012 - August 2012
Job Business Development Consultant at Oracle
Industry Marketing and Advertising
Experience
Oracle July 2015 - Present
The Marketing Arm January 2015 - April 2015
Peregrine Investments March 2013 - January 2015
Mustang Storage December 2013 - November 2014
Participant Media May 2014 - August 2014
Montgomery Coscia Greilich LLP June 2012 - August 2012
St. Bernard Sports May 2008 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Time Management, Social Media, Facebook, Social Networking, Blogging, Teamwork, Sales, Leadership, Strategy, Management, Marketing, Marketing Automation
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
The Hockaday School 1996 — 2011
Oracle July 2015 - Present
The Marketing Arm January 2015 - April 2015
Peregrine Investments March 2013 - January 2015
Mustang Storage December 2013 - November 2014
Participant Media May 2014 - August 2014
Montgomery Coscia Greilich LLP June 2012 - August 2012
St. Bernard Sports May 2008 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Time Management, Social Media, Facebook, Social Networking, Blogging, Teamwork, Sales, Leadership, Strategy, Management, Marketing, Marketing Automation
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
The Hockaday School 1996 — 2011
Cathy Metry's Montgomery Coscia Greilich LLP Experience May 2011 - January 2015
Job Controller at Working Solutions
Industry Financial Services
Experience
Working Solutions February 2015 - Present
Montgomery Coscia Greilich LLP May 2011 - January 2015
Spring Street Capital 1997 - 2011
Canandaigua Wine Company 1995 - 1997
Andersen Consulting 1994 - 1995
Allied Domecq 1992 - 1994
Grossman's 1990 - 1992
Ocean Spray Cranberries 1988 - 1990
Arthur Andersen 1986 - 1988
Skills
Financial Reporting, Financial Modeling, Accounting, Financial Analysis, Auditing, GAAP, General Ledger, Microsoft Excel, Budgets, Outlook, Microsoft Word, Financial Accounting, Microsoft Office, US GAAP, Corporate Finance, CPA
Education
Boston College
Bachelor of Science, Accounting
Working Solutions February 2015 - Present
Montgomery Coscia Greilich LLP May 2011 - January 2015
Spring Street Capital 1997 - 2011
Canandaigua Wine Company 1995 - 1997
Andersen Consulting 1994 - 1995
Allied Domecq 1992 - 1994
Grossman's 1990 - 1992
Ocean Spray Cranberries 1988 - 1990
Arthur Andersen 1986 - 1988
Skills
Financial Reporting, Financial Modeling, Accounting, Financial Analysis, Auditing, GAAP, General Ledger, Microsoft Excel, Budgets, Outlook, Microsoft Word, Financial Accounting, Microsoft Office, US GAAP, Corporate Finance, CPA
Education
Boston College
Bachelor of Science, Accounting
Joe Taylor Joe Taylor's Montgomery Coscia Greilich LLP Experience November 2014 - Present
Job Director, Income Tax at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2014 - Present
BDO USA, LLP June 2014 - November 2014
Hartman Leito & Bolt, LLP September 2013 - June 2014
Weaver L.L.P. August 2008 - August 2013
Weaver and Tidwell L.L.P. 2008 - 2009
Ernest Laun, Attorney at Law 2002 - 2004
Deloitte 2000 - 2001
PricewaterhouseCoopers December 1997 - October 2000
BancTec 1989 - 1996
Campbell Taggert, Inc April 1984 - May 1989
Skills
Creative Development, Contractors, Tax, International Tax, Tax Audits, Creative Direction, Auditing, Litigation, Tax Law, Tax Accounting, Mergers & Acquisitions, Accounting, State Tax, CPA, Partnership Taxation, Financial Planners, Corporate Tax, Sales Tax, SEC filings, Income Tax, Tax Returns, Tax Advisory, FIN 48, Tax Preparation, Tax Research, Financial Planning
Education
Texas A&M University School of Law, Fort Worth, Texas 1991 — 1994
JD, Law
Amberton University 1989 — 1991
MBA, International Business
The University of Texas at Austin - Red McCombs School of Business 1974 — 1981
BBA, Accounting
Montgomery Coscia Greilich LLP November 2014 - Present
BDO USA, LLP June 2014 - November 2014
Hartman Leito & Bolt, LLP September 2013 - June 2014
Weaver L.L.P. August 2008 - August 2013
Weaver and Tidwell L.L.P. 2008 - 2009
Ernest Laun, Attorney at Law 2002 - 2004
Deloitte 2000 - 2001
PricewaterhouseCoopers December 1997 - October 2000
BancTec 1989 - 1996
Campbell Taggert, Inc April 1984 - May 1989
Skills
Creative Development, Contractors, Tax, International Tax, Tax Audits, Creative Direction, Auditing, Litigation, Tax Law, Tax Accounting, Mergers & Acquisitions, Accounting, State Tax, CPA, Partnership Taxation, Financial Planners, Corporate Tax, Sales Tax, SEC filings, Income Tax, Tax Returns, Tax Advisory, FIN 48, Tax Preparation, Tax Research, Financial Planning
Education
Texas A&M University School of Law, Fort Worth, Texas 1991 — 1994
JD, Law
Amberton University 1989 — 1991
MBA, International Business
The University of Texas at Austin - Red McCombs School of Business 1974 — 1981
BBA, Accounting
Anna Prude Anna Prude's Montgomery Coscia Greilich LLP Experience May 2010 - August 2010
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Montgomery Coscia Greilich LLP May 2010 - August 2010
CSG Investments May 2009 - August 2009
Skills
Wealth Management..., Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 2006 — 2009
Bachelor's, Business Administration
Merrill Lynch June 2011 - Present
Montgomery Coscia Greilich LLP May 2010 - August 2010
CSG Investments May 2009 - August 2009
Skills
Wealth Management..., Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 2006 — 2009
Bachelor's, Business Administration
Ryan Doyle, CPA Ryan Doyle, CPA's Montgomery Coscia Greilich LLP Experience June 2014 - Present
Job Transaction Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2014 - Present
Montgomery Coscia Greilich LLP December 2011 - June 2014
Saville, Dodgen & Co. January 2011 - December 2011
State Farm Insurance October 2008 - December 2010
Wells Fargo Bank May 2004 - October 2008
Skills
GAAP, US GAAP, Accounting, Auditing, Financial Accounting, Financial Reporting, CCH ProSystem fx, Microsoft Office, Microsoft Excel, IDEA and ACL Data..., Internal Audit, Microsoft Access, Financial Statement..., Consolidated Financial..., External Audit, Risk Assessment, Broker-Dealer Operations, Broker-Dealer Compliance, Reviews, Compilation Of..., Internal Controls, CPA, Certified Public..., General Ledger, Access
Education
The University of Texas at Dallas 2011 — 2012
Master of Science (MS), Accounting
The University of Texas at Dallas 2008 — 2011
Bachelors of Science, Accounting and Information Management
Collin County Community College 2004 — 2008
AS, Business
Montgomery Coscia Greilich LLP June 2014 - Present
Montgomery Coscia Greilich LLP December 2011 - June 2014
Saville, Dodgen & Co. January 2011 - December 2011
State Farm Insurance October 2008 - December 2010
Wells Fargo Bank May 2004 - October 2008
Skills
GAAP, US GAAP, Accounting, Auditing, Financial Accounting, Financial Reporting, CCH ProSystem fx, Microsoft Office, Microsoft Excel, IDEA and ACL Data..., Internal Audit, Microsoft Access, Financial Statement..., Consolidated Financial..., External Audit, Risk Assessment, Broker-Dealer Operations, Broker-Dealer Compliance, Reviews, Compilation Of..., Internal Controls, CPA, Certified Public..., General Ledger, Access
Education
The University of Texas at Dallas 2011 — 2012
Master of Science (MS), Accounting
The University of Texas at Dallas 2008 — 2011
Bachelors of Science, Accounting and Information Management
Collin County Community College 2004 — 2008
AS, Business
Darin Frizzell, CPA Darin Frizzell, CPA's Montgomery Coscia Greilich LLP Experience July 2015 - Present
Job Audit Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP July 2015 - Present
Orthofix March 2014 - July 2015
Montgomery, Coscia, Greilich LP March 2010 - February 2014
River Point Farms August 2008 - February 2010
ACS 2005 - 2006
Intervoice 1999 - 2005
gustafson 1995 - 1999
Education
Oklahoma State University 1988 — 1993
Montgomery Coscia Greilich LLP July 2015 - Present
Orthofix March 2014 - July 2015
Montgomery, Coscia, Greilich LP March 2010 - February 2014
River Point Farms August 2008 - February 2010
ACS 2005 - 2006
Intervoice 1999 - 2005
gustafson 1995 - 1999
Education
Oklahoma State University 1988 — 1993
Katie Knott Katie Knott's Montgomery Coscia Greilich LLP Experience November 2011 - Present
Job Senior Auditor at Montgomery Coscia Greilich LLP
Industry Retail
Experience
Montgomery Coscia Greilich LLP November 2011 - Present
Michaels Stores, Inc. July 2010 - October 2011
Southern Methodist University September 2009 - July 2010
KPMG, LLP January 2009 - March 2009
Pinnacle Technical Resources May 2006 - August 2006
Skills
Proficient in Excel,..., Financial Analysis, Financial Forecasting, Microsoft Excel, Access, Finance, Customer Service, Research, Database Administration, Editing, Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Internal Audit, Analysis, SEC filings, Accounts Payable
Education
Southern Methodist University 2009 — 2010
Master of Science, Accounting
Southern Methodist University 2005 — 2009
Bachelor of Business Administration, Financial Consulting
Oxford University 2007 — 2007
European History
Montgomery Coscia Greilich LLP November 2011 - Present
Michaels Stores, Inc. July 2010 - October 2011
Southern Methodist University September 2009 - July 2010
KPMG, LLP January 2009 - March 2009
Pinnacle Technical Resources May 2006 - August 2006
Skills
Proficient in Excel,..., Financial Analysis, Financial Forecasting, Microsoft Excel, Access, Finance, Customer Service, Research, Database Administration, Editing, Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Internal Audit, Analysis, SEC filings, Accounts Payable
Education
Southern Methodist University 2009 — 2010
Master of Science, Accounting
Southern Methodist University 2005 — 2009
Bachelor of Business Administration, Financial Consulting
Oxford University 2007 — 2007
European History
Paul Greilich Paul Greilich's Montgomery Coscia Greilich LLP Experience September 2003 - Present
Job Audit Partner
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2003 - Present
Coscia Greilich and Company LLP January 2001 - September 2003
Montgomery Baggett & Drews LLP 1995 - 2001
Skills
Audit Committee, Executive Compensation, Managerial Finance, Auditing, Accounting, Financial Audits, Assurance, CPA, SEC filings, Finance, External Audit, Sarbanes-Oxley Act, US GAAP, Internal Controls, Mergers, Private Companies, Cost Accounting, Revenue Recognition, GAAP, Financial Reporting, Financial Accounting, Corporate Tax, Executive Pay, Financial Statements, Manufacturing, Mergers, Securities Regulation, Tax, Team Building
Education
University of Texas at Dallas 1988 — 1990
BS, Business Administration
Collin County Community College 1986 — 1988
Montgomery Coscia Greilich LLP September 2003 - Present
Coscia Greilich and Company LLP January 2001 - September 2003
Montgomery Baggett & Drews LLP 1995 - 2001
Skills
Audit Committee, Executive Compensation, Managerial Finance, Auditing, Accounting, Financial Audits, Assurance, CPA, SEC filings, Finance, External Audit, Sarbanes-Oxley Act, US GAAP, Internal Controls, Mergers, Private Companies, Cost Accounting, Revenue Recognition, GAAP, Financial Reporting, Financial Accounting, Corporate Tax, Executive Pay, Financial Statements, Manufacturing, Mergers, Securities Regulation, Tax, Team Building
Education
University of Texas at Dallas 1988 — 1990
BS, Business Administration
Collin County Community College 1986 — 1988
Nicholas Shifflett, CPA Nicholas Shifflett, CPA's Montgomery Coscia Greilich LLP Experience January 2011 - December 2013
Job Partner at Shifflett & Co. LLP
Industry Accounting
Experience
Shifflett & Co. LLP December 2013 - Present
Montgomery Coscia Greilich LLP January 2011 - December 2013
TravisWolff September 2008 - January 2011
Grant Thornton January 2008 - September 2008
HJMRR, LLP December 2006 - January 2008
Skills
Accounting, Tax, Corporate Tax, CPA, GAAP, Partnership Taxation, Mergers, Financial Statements, Tax Preparation, Income Tax, General Ledger
Education
Stephen F. Austin State University 2002 — 2007
MPA, Accounting
Shifflett & Co. LLP December 2013 - Present
Montgomery Coscia Greilich LLP January 2011 - December 2013
TravisWolff September 2008 - January 2011
Grant Thornton January 2008 - September 2008
HJMRR, LLP December 2006 - January 2008
Skills
Accounting, Tax, Corporate Tax, CPA, GAAP, Partnership Taxation, Mergers, Financial Statements, Tax Preparation, Income Tax, General Ledger
Education
Stephen F. Austin State University 2002 — 2007
MPA, Accounting
Gary Boyd Gary Boyd's Montgomery Coscia Greilich LLP Experience April 2009 - Present
Job Partner at Montgomery Coscia Greilich LLP (Capital & Business Advisory Services)
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2009 - Present
CLB Partners September 2006 - March 2009
Ascendant Solutions November 2004 - September 2006
CountryPlace Mortgage-Palm Harbor Homes January 2003 - September 2004
Parago April 2001 - December 2002
Capital One Auto Finance 1994 - 2000
Coopers & Lybrand August 1987 - September 1994
Education
Baylor University - Hankamer School of Business 1985 — 1987
BBA, Accounting
Baylor University - Hankamer School of Business 1985 — 1987
Accounting
Montgomery Coscia Greilich LLP April 2009 - Present
CLB Partners September 2006 - March 2009
Ascendant Solutions November 2004 - September 2006
CountryPlace Mortgage-Palm Harbor Homes January 2003 - September 2004
Parago April 2001 - December 2002
Capital One Auto Finance 1994 - 2000
Coopers & Lybrand August 1987 - September 1994
Education
Baylor University - Hankamer School of Business 1985 — 1987
BBA, Accounting
Baylor University - Hankamer School of Business 1985 — 1987
Accounting
Burt Copeland Burt Copeland's Montgomery Coscia Greilich LLP Experience 2011 - 2012
Job Trusted | Operational | Growth
Industry Management Consulting
Experience
New Life CFO Services August 2011 - Present
EFG Companies August 2012 - October 2013
Montgomery Coscia Greilich LLP 2011 - 2012
Corporate Floors June 2010 - August 2011
SaniGLAZE Franchisee April 2005 - May 2010
ReSource Flooring Group February 2005 - May 2010
SaniGLAZE April 2009 - April 2010
ReSource Commercial Flooring Network (now Fuse Alliance) April 2008 - April 2010
Metrocon September 2008 - August 2009
IFMA Board of Directors June 2006 - July 2008
Skills
Strategic Planning, Forecasting, Negotiation, Mergers, Contract Negotiation, Business Planning, Operations Management, Management, Accounting, Competitive Analysis, Customer Service, Financial Analysis, Process Improvement, Budgets, Leadership, Executive Management, Start-ups, Sales Management, Strategy, Finance, Marketing, Risk Management, Business Development, Mergers & Acquisitions, Process Engineering, Problem Solving, Managerial Finance, Small Business, Business Strategy, P&L Management, Optimizations, Cash Flow, Turn Arounds, Change Management, Business Process..., Acquisition Integration, Due Diligence, Contract Management, Account Management, Program Management, Entrepreneurship, Training
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA, Finance
Texas A&M University-Commerce
BBA, Accounting
New Life CFO Services August 2011 - Present
EFG Companies August 2012 - October 2013
Montgomery Coscia Greilich LLP 2011 - 2012
Corporate Floors June 2010 - August 2011
SaniGLAZE Franchisee April 2005 - May 2010
ReSource Flooring Group February 2005 - May 2010
SaniGLAZE April 2009 - April 2010
ReSource Commercial Flooring Network (now Fuse Alliance) April 2008 - April 2010
Metrocon September 2008 - August 2009
IFMA Board of Directors June 2006 - July 2008
Skills
Strategic Planning, Forecasting, Negotiation, Mergers, Contract Negotiation, Business Planning, Operations Management, Management, Accounting, Competitive Analysis, Customer Service, Financial Analysis, Process Improvement, Budgets, Leadership, Executive Management, Start-ups, Sales Management, Strategy, Finance, Marketing, Risk Management, Business Development, Mergers & Acquisitions, Process Engineering, Problem Solving, Managerial Finance, Small Business, Business Strategy, P&L Management, Optimizations, Cash Flow, Turn Arounds, Change Management, Business Process..., Acquisition Integration, Due Diligence, Contract Management, Account Management, Program Management, Entrepreneurship, Training
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA, Finance
Texas A&M University-Commerce
BBA, Accounting
Tom Casbon, CGMA's Montgomery Coscia Greilich LLP Experience November 2014 - May 2015
Job Manager, Business Advisory Services Department at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2014 - May 2015
Joseph Brooks & Associates 2013 - 2014
Shoebacca / Nafta Traders / Sport Sole 2012 - 2013
First Choice Emergency Room 2011 - 2012
Thomas Casbon Consulting 2009 - 2011
Tatum LLC 2007 - 2009
National Guardian Security Services, Inc. 2007 - 2008
Action Tapes, Inc. dba G7 Solutions and Designs Magazine 2003 - 2007
Current Technology, Inc. (Subsidiary of Danaher Corporation) 1989 - 2002
Other Positions 1975 - 1989
Skills
Financial Reporting, Business Planning, Finance, Mergers & Acquisitions, Forecasting, Start-ups, Mergers, Accounting, Management, Due Diligence, Planning Budgeting &..., Strategic Planning, Restatement / Revision..., Management Reporting, Restructuring, Change Management, Business Process..., Systems Implementation, Cost Accounting, Cost Control, Profitability Analysis, Asset Management, Risk Management, Manufacturing, Lean Manufacturing, Distribution, Healthcare, Job Costing, Microsoft Dynamics, Great Plains Software, Solomon Software, Internal Audit, Inventory Management, Purchasing Management, Import Export, Private Equity, Treasury Management, Human Resources..., QuickBooks Enterprise..., Project Consultant, CFO, Controller, Interim CFO, Interim Controller, GAAP, Budgets, Analysis, Auditing, Sarbanes-Oxley Act, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1974 — 1975
MAS, Accounting
Purdue University - Krannert School of Management 1970 — 1974
BSIM, Industrial Management
Montgomery Coscia Greilich LLP November 2014 - May 2015
Joseph Brooks & Associates 2013 - 2014
Shoebacca / Nafta Traders / Sport Sole 2012 - 2013
First Choice Emergency Room 2011 - 2012
Thomas Casbon Consulting 2009 - 2011
Tatum LLC 2007 - 2009
National Guardian Security Services, Inc. 2007 - 2008
Action Tapes, Inc. dba G7 Solutions and Designs Magazine 2003 - 2007
Current Technology, Inc. (Subsidiary of Danaher Corporation) 1989 - 2002
Other Positions 1975 - 1989
Skills
Financial Reporting, Business Planning, Finance, Mergers & Acquisitions, Forecasting, Start-ups, Mergers, Accounting, Management, Due Diligence, Planning Budgeting &..., Strategic Planning, Restatement / Revision..., Management Reporting, Restructuring, Change Management, Business Process..., Systems Implementation, Cost Accounting, Cost Control, Profitability Analysis, Asset Management, Risk Management, Manufacturing, Lean Manufacturing, Distribution, Healthcare, Job Costing, Microsoft Dynamics, Great Plains Software, Solomon Software, Internal Audit, Inventory Management, Purchasing Management, Import Export, Private Equity, Treasury Management, Human Resources..., QuickBooks Enterprise..., Project Consultant, CFO, Controller, Interim CFO, Interim Controller, GAAP, Budgets, Analysis, Auditing, Sarbanes-Oxley Act, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1974 — 1975
MAS, Accounting
Purdue University - Krannert School of Management 1970 — 1974
BSIM, Industrial Management
Morgan Allen's Montgomery Coscia Greilich LLP Experience June 2014 - July 2014
Job MSA Student at SMU Cox School of Business
Industry Accounting
Experience
EY June 2015 - August 2015
Office of George W. Bush January 2015 - May 2015
George W. Bush Presidential Center January 2015 - May 2015
Montgomery Coscia Greilich LLP June 2014 - July 2014
RT Specialty May 2013 - January 2014
Skills
PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Retail, Accounting, Leadership, Teamwork, Social Networking, Outlook, Pivot Tables, Spreadsheets, QuickBooks, Social Media, Event Planning, Public Speaking, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master’s Degree, Accounting
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Plano West Senior High School 2009 — 2011
High School
EY June 2015 - August 2015
Office of George W. Bush January 2015 - May 2015
George W. Bush Presidential Center January 2015 - May 2015
Montgomery Coscia Greilich LLP June 2014 - July 2014
RT Specialty May 2013 - January 2014
Skills
PowerPoint, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Retail, Accounting, Leadership, Teamwork, Social Networking, Outlook, Pivot Tables, Spreadsheets, QuickBooks, Social Media, Event Planning, Public Speaking, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master’s Degree, Accounting
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Plano West Senior High School 2009 — 2011
High School
Shaun Hunley's Montgomery Coscia Greilich LLP Experience October 2014 - Present
Job Tax Principal at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2014 - Present
PwC July 2014 - October 2014
Grant Thornton LLP December 2012 - June 2014
KPMG November 2008 - November 2012
Deloitte January 2007 - November 2008
alliantgroup January 2006 - January 2007
Skills
Tax, Mergers & Acquisitions, Due Diligence, Corporate Tax, Tax Advisory, Restructuring, Tax Research, International Tax, FIN 48, Tax Law, Tax Accounting, M&A tax, Tax Returns, Consolidated Returns, Legal Research, Legal Writing, Bankruptcy, Partnership Taxation, S Corporations, Big 4, SEC filings, IRS, Mergers, International Tax..., FATCA, Subpart F, Small Business, Start-up Consulting, Deferred Compensation, SEC Filings
Education
NYU School of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
Texas Tech University School of Law 2002 — 2005
Doctor of Law (J.D.), Law
Brigham Young University 1996 — 2001
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Montgomery Coscia Greilich LLP October 2014 - Present
PwC July 2014 - October 2014
Grant Thornton LLP December 2012 - June 2014
KPMG November 2008 - November 2012
Deloitte January 2007 - November 2008
alliantgroup January 2006 - January 2007
Skills
Tax, Mergers & Acquisitions, Due Diligence, Corporate Tax, Tax Advisory, Restructuring, Tax Research, International Tax, FIN 48, Tax Law, Tax Accounting, M&A tax, Tax Returns, Consolidated Returns, Legal Research, Legal Writing, Bankruptcy, Partnership Taxation, S Corporations, Big 4, SEC filings, IRS, Mergers, International Tax..., FATCA, Subpart F, Small Business, Start-up Consulting, Deferred Compensation, SEC Filings
Education
NYU School of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
Texas Tech University School of Law 2002 — 2005
Doctor of Law (J.D.), Law
Brigham Young University 1996 — 2001
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Jahn Toole Jahn Toole's Montgomery Coscia Greilich LLP Experience May 2011 - July 2011
Job Aspiring Physician Assistant Student
Industry Medical Practice
Experience
Texas Health Resources March 2013 - Present
Katz Media Group February 2012 - July 2012
Snuffer's September 2011 - February 2012
Montgomery Coscia Greilich LLP May 2011 - July 2011
Education
Dallas County Community College 2013 — 2015
Pre-Medicine/Pre-Medical Studies
University of Kansas 2007 — 2011
BA, Communication Studies
Texas Health Resources March 2013 - Present
Katz Media Group February 2012 - July 2012
Snuffer's September 2011 - February 2012
Montgomery Coscia Greilich LLP May 2011 - July 2011
Education
Dallas County Community College 2013 — 2015
Pre-Medicine/Pre-Medical Studies
University of Kansas 2007 — 2011
BA, Communication Studies
Richard Frye Richard Frye's Montgomery Coscia Greilich LLP Experience December 2014 - Present
Job Consulting Services Supervisor at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP December 2014 - Present
CExchange LLC October 2011 - November 2014
GM Financial/AmeriCredit January 2011 - October 2011
Morgan Stanley July 2007 - July 2011
Fidelity Investments June 2006 - October 2006
AmeriCredit June 2005 - August 2005
Skills
Data Analysis, Forecasting, Microsoft Excel, VBA, SAS, Risk Management, SQL, Business Process..., Microsoft Office, Budgets, PowerPoint, Microsoft Word, Database Administration, Teamwork, Customer Service
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration, Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
BBA, Finance
Southlake Carroll High School
Montgomery Coscia Greilich LLP December 2014 - Present
CExchange LLC October 2011 - November 2014
GM Financial/AmeriCredit January 2011 - October 2011
Morgan Stanley July 2007 - July 2011
Fidelity Investments June 2006 - October 2006
AmeriCredit June 2005 - August 2005
Skills
Data Analysis, Forecasting, Microsoft Excel, VBA, SAS, Risk Management, SQL, Business Process..., Microsoft Office, Budgets, PowerPoint, Microsoft Word, Database Administration, Teamwork, Customer Service
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration, Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
BBA, Finance
Southlake Carroll High School
David Dowdle's Montgomery Coscia Greilich LLP Experience May 2015 - Present
Job Staff Consulting Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP May 2015 - Present
Montgomery Coscia Greilich LLP December 2014 - May 2015
ClearFreight July 2013 - December 2014
ClearFreight March 2010 - April 2012
Panmet Group March 2008 - March 2010
Skills
Freight Forwarding, International Logistics, Accounting, Microsoft Excel, Leadership, Microsoft Word, PowerPoint
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Bachelor's degree, Accounting
Collin County Community College 2012 — 2013
Montgomery Coscia Greilich LLP May 2015 - Present
Montgomery Coscia Greilich LLP December 2014 - May 2015
ClearFreight July 2013 - December 2014
ClearFreight March 2010 - April 2012
Panmet Group March 2008 - March 2010
Skills
Freight Forwarding, International Logistics, Accounting, Microsoft Excel, Leadership, Microsoft Word, PowerPoint
Education
The University of Texas at Dallas - School of Management 2013 — 2015
Bachelor's degree, Accounting
Collin County Community College 2012 — 2013
Victoria Rojas's Montgomery Coscia Greilich LLP Experience June 2014 - August 2014
Job Graduate Student at St. Edward's University
Industry Accounting
Experience
Alta Medical Billing and Management, Inc. July 2015 - Present
St. Edward's University August 2013 - Present
St. Edward's University May 2015 - July 2015
St. Edward's University September 2014 - May 2015
The University of Texas at Austin August 2012 - January 2015
Montgomery Coscia Greilich LLP June 2014 - August 2014
Alta Medical Billing January 2008 - August 2012
Skills
Accounting, Public Speaking
Education
St. Edward's University 2015 — 2016
Master's degree, Accounting
St. Edward's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Nolan Catholic High School 2008 — 2011
Alta Medical Billing and Management, Inc. July 2015 - Present
St. Edward's University August 2013 - Present
St. Edward's University May 2015 - July 2015
St. Edward's University September 2014 - May 2015
The University of Texas at Austin August 2012 - January 2015
Montgomery Coscia Greilich LLP June 2014 - August 2014
Alta Medical Billing January 2008 - August 2012
Skills
Accounting, Public Speaking
Education
St. Edward's University 2015 — 2016
Master's degree, Accounting
St. Edward's University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Nolan Catholic High School 2008 — 2011
Novia Plummer's Montgomery Coscia Greilich LLP Experience November 2010 - March 2013
Job Executive Assistant at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2013 - Present
Montgomery Coscia Greilich LLP November 2010 - March 2013
Cantex Senior Communities March 2009 - November 2010
Department of Homeland Security 2002 - 2004
U.S. Department of State 2001 - 2002
Bush for President 2000 - 2001
State of Texas 1998 - 2000
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Communications, Microsoft Word, Event Planning, Financial Accounting, Team Leadership, Leadership, Leadership Development, Strategic Planning, Training, Recruiting, Team Building, Program Management, Research, Management, Budgets, Project Management, Accounting, Teamwork, Policy
Education
Missouri State University 1993 — 1996
B.S., Sports Medicine & Athletic Training
Bain & Company June 2013 - Present
Montgomery Coscia Greilich LLP November 2010 - March 2013
Cantex Senior Communities March 2009 - November 2010
Department of Homeland Security 2002 - 2004
U.S. Department of State 2001 - 2002
Bush for President 2000 - 2001
State of Texas 1998 - 2000
Skills
Microsoft Excel, Microsoft Office, Customer Service, Strategic Communications, Microsoft Word, Event Planning, Financial Accounting, Team Leadership, Leadership, Leadership Development, Strategic Planning, Training, Recruiting, Team Building, Program Management, Research, Management, Budgets, Project Management, Accounting, Teamwork, Policy
Education
Missouri State University 1993 — 1996
B.S., Sports Medicine & Athletic Training
Ross Pasekoff's Montgomery Coscia Greilich LLP Experience December 2011 - June 2015
Job Senior Tax Accountant at Sabre Corporation
Industry Accounting
Experience
Sabre Corporation June 2015 - Present
Montgomery Coscia Greilich LLP December 2011 - June 2015
Montgomery Coscia Greilich LLP December 2010 - December 2011
Holly M. Nicholas, CPA November 2008 - November 2010
Skills
Tax, Tax Preparation, Financial Statements, Partnership Taxation, Corporate Tax, Tax Returns, Income Tax, Accounting, CPA, Financial Accounting, Financial Reporting, GAAP, Tax Research, US GAAP, Payroll Taxes
Education
Harding University 2003 — 2008
Business, Accounting
Sabre Corporation June 2015 - Present
Montgomery Coscia Greilich LLP December 2011 - June 2015
Montgomery Coscia Greilich LLP December 2010 - December 2011
Holly M. Nicholas, CPA November 2008 - November 2010
Skills
Tax, Tax Preparation, Financial Statements, Partnership Taxation, Corporate Tax, Tax Returns, Income Tax, Accounting, CPA, Financial Accounting, Financial Reporting, GAAP, Tax Research, US GAAP, Payroll Taxes
Education
Harding University 2003 — 2008
Business, Accounting
Julee Singh, CPA's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Senior Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
M. White & Associates LLC July 2014 - January 2015
BKD CPAs & Advisors January 2012 - June 2014
H&R Block January 2008 - December 2011
Skills
Tax, Accounting, Corporate Tax, Small Business, Tax Returns, CPA, Income Tax, Partnership Taxation, Tax Preparation
Education
Missouri Southern State University 2006 — 2011
Bachelor of Science and Business Administration (BSBA), Accounting, 3.6 out of 4
Missouri Southern State University 2006 — 2011
Bachelor of Science and Business Administration (BSBA), Accounting, 3.6 out of 4, Accounting
Montgomery Coscia Greilich LLP January 2015 - Present
M. White & Associates LLC July 2014 - January 2015
BKD CPAs & Advisors January 2012 - June 2014
H&R Block January 2008 - December 2011
Skills
Tax, Accounting, Corporate Tax, Small Business, Tax Returns, CPA, Income Tax, Partnership Taxation, Tax Preparation
Education
Missouri Southern State University 2006 — 2011
Bachelor of Science and Business Administration (BSBA), Accounting, 3.6 out of 4
Missouri Southern State University 2006 — 2011
Bachelor of Science and Business Administration (BSBA), Accounting, 3.6 out of 4, Accounting
Sharla Gunn's Montgomery Coscia Greilich LLP Experience March 2009 - Present
Job Manager and Senior Executive Assistant at Montgomery Coscia Greilich
Industry Executive Office
Experience
Dowell Middle School 2012 - Present
Montgomery Coscia Greilich LLP March 2009 - Present
Montgomery Coscia Greilich LLP March 2009 - January 2011
U. S. Steel July 2008 - February 2009
Countrywide May 2005 - July 2008
RCG Information Technology February 1999 - May 2005
Skills
Recruiting, Strategic Partnerships, Administrative..., PowerPoint, Outlook, QuickBooks, Microsoft Excel, Budgets, Personnel Management, Accounting, Human Resources, Microsoft Office, Talent Management, Management, Leadership, Accounts Payable, Mergers & Acquisitions, Invoicing, Analysis, Philanthropy, Fundraising, Customer Service, Marketing Communications, Payroll, Auditing, Finance, Financial Reporting, Interviews
Education
Collin County Community College
Dowell Middle School 2012 - Present
Montgomery Coscia Greilich LLP March 2009 - Present
Montgomery Coscia Greilich LLP March 2009 - January 2011
U. S. Steel July 2008 - February 2009
Countrywide May 2005 - July 2008
RCG Information Technology February 1999 - May 2005
Skills
Recruiting, Strategic Partnerships, Administrative..., PowerPoint, Outlook, QuickBooks, Microsoft Excel, Budgets, Personnel Management, Accounting, Human Resources, Microsoft Office, Talent Management, Management, Leadership, Accounts Payable, Mergers & Acquisitions, Invoicing, Analysis, Philanthropy, Fundraising, Customer Service, Marketing Communications, Payroll, Auditing, Finance, Financial Reporting, Interviews
Education
Collin County Community College
Amy Del Prado, CPA Amy Del Prado, CPA's Montgomery Coscia Greilich LLP Experience July 2014 - March 2015
Job OpenKey
Industry Accounting
Experience
OpenKey April 2015 - Present
Montgomery Coscia Greilich LLP July 2014 - March 2015
Montgomery Coscia Greilich LLP October 2013 - June 2014
Ernst & Young May 2009 - October 2013
Skills
Assurance, Financial Analysis, Auditing, Financial Reporting, CPA, Project Management, Microsoft Excel, Internal Controls, Financial Modeling, Financial Accounting, Accounting, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
Cornell University 2006 — 2009
B.S., Hotel Administration
OpenKey April 2015 - Present
Montgomery Coscia Greilich LLP July 2014 - March 2015
Montgomery Coscia Greilich LLP October 2013 - June 2014
Ernst & Young May 2009 - October 2013
Skills
Assurance, Financial Analysis, Auditing, Financial Reporting, CPA, Project Management, Microsoft Excel, Internal Controls, Financial Modeling, Financial Accounting, Accounting, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
Cornell University 2006 — 2009
B.S., Hotel Administration
Savannah Cravens, CPA's Montgomery Coscia Greilich LLP Experience January 2012 - October 2013
Job Tax Senior Associate at PwC
Industry Accounting
Scott Smaistrla's Montgomery Coscia Greilich LLP Experience 2015 - Present
Job Director at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP 2015 - Present
Thomson Reuters 2014 - 2015
Independent Management Consultant 2012 - 2014
Siemens Product Lifecycle Management Software - Industry Sector 2009 - 2012
Grant Thornton LLP 2008 - 2009
PricewaterhouseCoopers LLP 2003 - 2008
Affymetrix 2002 - 2003
Extreme Networks, Customer Advocacy Product Line 2001 - 2002
Agilent Technologies, Semiconductor Products Group, SAN/ASIC Business Unit 2000 - 2001
Motorola Mobility May 1999 - August 1999
Skills
Transfer Pricing, SAP, Hyperion Reports, Microsoft Excel, Microsoft Word, PowerPoint, Vizio, Organizational..., Organizational..., OECD and US Treas...., Business Valuation, M&A experience, Cross-functional Team..., risk management, Financial Modeling, Valuation, Due Diligence, Strategic Financial..., Risk Management, Video Production, Non-profit Director, Strategy, Strategic Planning, Project Management, Recruiting, Management, Finance, Mergers & Acquisitions, Forecasting, Consulting, Leadership, Managerial Finance, Program Management, Executive Management, Financial Analysis, Business Strategy, Accounting, Internal Controls, Business Development, Strategic Financial..., Entrepreneurship, Contract Negotiation, Sarbanes-Oxley Act, Training, Management Consulting, Analytics, Budgets, Project Planning, Non-profit Board..., Business Planning
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Strategic Management and Finance
The University of Texas at Austin
BBA, Accounting
Montgomery Coscia Greilich LLP 2015 - Present
Thomson Reuters 2014 - 2015
Independent Management Consultant 2012 - 2014
Siemens Product Lifecycle Management Software - Industry Sector 2009 - 2012
Grant Thornton LLP 2008 - 2009
PricewaterhouseCoopers LLP 2003 - 2008
Affymetrix 2002 - 2003
Extreme Networks, Customer Advocacy Product Line 2001 - 2002
Agilent Technologies, Semiconductor Products Group, SAN/ASIC Business Unit 2000 - 2001
Motorola Mobility May 1999 - August 1999
Skills
Transfer Pricing, SAP, Hyperion Reports, Microsoft Excel, Microsoft Word, PowerPoint, Vizio, Organizational..., Organizational..., OECD and US Treas...., Business Valuation, M&A experience, Cross-functional Team..., risk management, Financial Modeling, Valuation, Due Diligence, Strategic Financial..., Risk Management, Video Production, Non-profit Director, Strategy, Strategic Planning, Project Management, Recruiting, Management, Finance, Mergers & Acquisitions, Forecasting, Consulting, Leadership, Managerial Finance, Program Management, Executive Management, Financial Analysis, Business Strategy, Accounting, Internal Controls, Business Development, Strategic Financial..., Entrepreneurship, Contract Negotiation, Sarbanes-Oxley Act, Training, Management Consulting, Analytics, Budgets, Project Planning, Non-profit Board..., Business Planning
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Strategic Management and Finance
The University of Texas at Austin
BBA, Accounting
Rockshell Sprattlin Rockshell Sprattlin's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
Visionpoint Advisory Group July 2014 - March 2015
National Motor Club January 2014 - July 2014
Intertek January 2008 - November 2013
U.S Coast Guard September 2005 - January 2008
Office of the Civil Sheriff, Orleans Parish June 2002 - August 2005
Skills
Administrative..., Microsoft Office, Microsoft Excel, Research, Outlook, Office Administration, International..., PowerPoint, Project Coordination, Customer Service, Microsoft Word, International Relations, Project Management, Teamwork, Office Management, Event Planning, Human Resources, Analysis, Management, Access, Accounts Payable, Accounts Receivable, PeopleSoft, Account Reconciliation, Bookkeeping, Expenses, Financial Reporting, Payroll, Accounting, Invoicing, Administration
Education
The University of Memphis 2013 — 2015
Accounting, 3.8
Mid-South Community College 2008 — 2013
Accounting and Finance
Montgomery Coscia Greilich LLP January 2015 - Present
Visionpoint Advisory Group July 2014 - March 2015
National Motor Club January 2014 - July 2014
Intertek January 2008 - November 2013
U.S Coast Guard September 2005 - January 2008
Office of the Civil Sheriff, Orleans Parish June 2002 - August 2005
Skills
Administrative..., Microsoft Office, Microsoft Excel, Research, Outlook, Office Administration, International..., PowerPoint, Project Coordination, Customer Service, Microsoft Word, International Relations, Project Management, Teamwork, Office Management, Event Planning, Human Resources, Analysis, Management, Access, Accounts Payable, Accounts Receivable, PeopleSoft, Account Reconciliation, Bookkeeping, Expenses, Financial Reporting, Payroll, Accounting, Invoicing, Administration
Education
The University of Memphis 2013 — 2015
Accounting, 3.8
Mid-South Community College 2008 — 2013
Accounting and Finance
Eric Kegley Eric Kegley's Montgomery Coscia Greilich LLP Experience July 2015 - Present
Job Senior Associate Transaction Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP July 2015 - Present
Montgomery Coscia Greilich LLP October 2014 - July 2015
Montgomery Coscia Greilich LLP January 2013 - September 2014
Montgomery Coscia Greilich LLP January 2012 - July 2012
PrimeSource Building Products May 2011 - August 2011
Southwestern University August 2010 - May 2011
Southwestern University May 2009 - May 2011
Phi Delta Theta Fraternity August 2009 - May 2010
Skills
Audit, Internal Audit, Financial Accounting, Excel, Budgeting, External Audit, Accounting, Financial Reporting, Auditing, Budgets, Microsoft Excel, Research, Customer Service, Finance, GAAP, Sarbanes-Oxley Act, Tax, Financial Statements
Education
The University of Texas at Dallas - School of Management 2011 — 2013
MS, Accounting
Southwestern University 2007 — 2011
B.A., Accounting, Spanish Minor
Montgomery Coscia Greilich LLP July 2015 - Present
Montgomery Coscia Greilich LLP October 2014 - July 2015
Montgomery Coscia Greilich LLP January 2013 - September 2014
Montgomery Coscia Greilich LLP January 2012 - July 2012
PrimeSource Building Products May 2011 - August 2011
Southwestern University August 2010 - May 2011
Southwestern University May 2009 - May 2011
Phi Delta Theta Fraternity August 2009 - May 2010
Skills
Audit, Internal Audit, Financial Accounting, Excel, Budgeting, External Audit, Accounting, Financial Reporting, Auditing, Budgets, Microsoft Excel, Research, Customer Service, Finance, GAAP, Sarbanes-Oxley Act, Tax, Financial Statements
Education
The University of Texas at Dallas - School of Management 2011 — 2013
MS, Accounting
Southwestern University 2007 — 2011
B.A., Accounting, Spanish Minor
Tracey Spivey Tracey Spivey's Montgomery Coscia Greilich LLP Experience January 2013 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2013 - Present
Family Legacy Trust Company July 2007 - January 2013
Cain Watters & Associates November 2005 - January 2013
KPMG LLP May 2002 - November 2005
Arthur Andersen LLP October 1997 - May 2002
Price Waterhouse LLP January 1996 - October 1997
Belew Averitt & Co. September 1994 - January 1996
Skills
Estate Planning, Income Tax Planning, Asset Protection..., High Net Worth..., Wealth Management, Tax, Asset Protection, Strategic Financial..., Corporate Tax, Financial Planners, Income Tax, Family Office, Tax Law, Partnership Taxation, Retirement Planning, Estate Tax Planning, CPA, Financial Planning
Education
Texas A&M University 1993 — 1994
Masters of Science, Accounting
Texas A&M University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP January 2013 - Present
Family Legacy Trust Company July 2007 - January 2013
Cain Watters & Associates November 2005 - January 2013
KPMG LLP May 2002 - November 2005
Arthur Andersen LLP October 1997 - May 2002
Price Waterhouse LLP January 1996 - October 1997
Belew Averitt & Co. September 1994 - January 1996
Skills
Estate Planning, Income Tax Planning, Asset Protection..., High Net Worth..., Wealth Management, Tax, Asset Protection, Strategic Financial..., Corporate Tax, Financial Planners, Income Tax, Family Office, Tax Law, Partnership Taxation, Retirement Planning, Estate Tax Planning, CPA, Financial Planning
Education
Texas A&M University 1993 — 1994
Masters of Science, Accounting
Texas A&M University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Matt Groves Matt Groves's Montgomery Coscia Greilich LLP Experience August 2013 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2013 - Present
Cornwell Jackson October 2006 - August 2013
KPMG LLP September 2002 - October 2006
Arthur Andersen LLP May 2001 - August 2001
Skills
Auditing, Due Diligence, Mergers, Tax, Internal Audit, Assurance, Employee Benefits, SEC filings, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, US GAAP, Sarbanes-Oxley Act, CPA, External Audit, Financial Audits, Big 4, Financial Accounting
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2001
Accounting and Finance
Coastal Carolina University 1997 — 1999
Accounting and Finance
Montgomery Coscia Greilich LLP August 2013 - Present
Cornwell Jackson October 2006 - August 2013
KPMG LLP September 2002 - October 2006
Arthur Andersen LLP May 2001 - August 2001
Skills
Auditing, Due Diligence, Mergers, Tax, Internal Audit, Assurance, Employee Benefits, SEC filings, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, US GAAP, Sarbanes-Oxley Act, CPA, External Audit, Financial Audits, Big 4, Financial Accounting
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2001
Accounting and Finance
Coastal Carolina University 1997 — 1999
Accounting and Finance
Allison Santos Allison Santos's Montgomery Coscia Greilich LLP Experience 2009 - August 2010
Job Accounting
Industry Accounting
Experience
Kinematics Winch August 2011 - Present
Dickson Marine August 2011 - Present
Motivation Dock Supply March 2011 - Present
Wintech International, LLC August 2010 - Present
Montgomery Coscia Greilich LLP 2009 - August 2010
KPMG Audit February 2007 - October 2009
KPMG February 2007 - October 2009
Skills
Accounting, Internal Controls, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, GAAP, US GAAP
Education
LSU Shreveport 2004 — 2006
Bachelors, Accounting
University of Arkansas 2002 — 2004
Accounting
Kinematics Winch August 2011 - Present
Dickson Marine August 2011 - Present
Motivation Dock Supply March 2011 - Present
Wintech International, LLC August 2010 - Present
Montgomery Coscia Greilich LLP 2009 - August 2010
KPMG Audit February 2007 - October 2009
KPMG February 2007 - October 2009
Skills
Accounting, Internal Controls, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, GAAP, US GAAP
Education
LSU Shreveport 2004 — 2006
Bachelors, Accounting
University of Arkansas 2002 — 2004
Accounting
M. Hunter Main's Montgomery Coscia Greilich LLP Experience July 2011 - July 2014
Job Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
NaturChem, Inc. July 2014 - Present
Montgomery Coscia Greilich LLP July 2011 - July 2014
Harding University 2007 - 2011
Skills
Excel, Accounting, Research, Customer Service, Word, PowerPoint, Microsoft Office, General Ledger, Journal Entries, Budgeting, Outlook, Tax, Microsoft Word, Payroll, Microsoft Excel
Education
Harding University 2007 — 2011
BBA, Accounting
NaturChem, Inc. July 2014 - Present
Montgomery Coscia Greilich LLP July 2011 - July 2014
Harding University 2007 - 2011
Skills
Excel, Accounting, Research, Customer Service, Word, PowerPoint, Microsoft Office, General Ledger, Journal Entries, Budgeting, Outlook, Tax, Microsoft Word, Payroll, Microsoft Excel
Education
Harding University 2007 — 2011
BBA, Accounting
Jennifer Williford Jennifer Williford's Montgomery Coscia Greilich LLP Experience August 2009 - May 2011
Job Talent Management Specialist at American Bureau of Shipping
Industry Human Resources
Experience
ABS July 2014 - Present
Grant Thornton LLP May 2011 - July 2014
Montgomery Coscia Greilich LLP August 2009 - May 2011
Skills
College Recruiting, Talent Acquisition, Applicant Tracking..., Event Planning, Accounting, Human Resources, Recruiting, Onboarding, Organizational..., New Hire Orientations
Education
Texas A&M University - Mays Business School
Bachelors, Business Management
ABS July 2014 - Present
Grant Thornton LLP May 2011 - July 2014
Montgomery Coscia Greilich LLP August 2009 - May 2011
Skills
College Recruiting, Talent Acquisition, Applicant Tracking..., Event Planning, Accounting, Human Resources, Recruiting, Onboarding, Organizational..., New Hire Orientations
Education
Texas A&M University - Mays Business School
Bachelors, Business Management
Daniel Hagen Daniel Hagen's Montgomery Coscia Greilich LLP Experience June 2011 - August 2011
Job Account Manager at Profits4Purpose
Industry Accounting
Experience
Profits4Purpose April 2013 - Present
San Diego Model Management, Refresh Talent August 2010 - April 2014
Michael G Keating September 2012 - March 2013
TheBeatMill August 2012 - February 2013
HSNO Forensics Accounting Firm June 2012 - August 2012
Montgomery Coscia Greilich LLP June 2011 - August 2011
Gleneagles Country Club May 2009 - September 2010
Skills
Finance, WordPress, Social Media Marketing
Education
University of San Diego 2009 — 2013
ESADE Business School 2011 — 2011
Business
Profits4Purpose April 2013 - Present
San Diego Model Management, Refresh Talent August 2010 - April 2014
Michael G Keating September 2012 - March 2013
TheBeatMill August 2012 - February 2013
HSNO Forensics Accounting Firm June 2012 - August 2012
Montgomery Coscia Greilich LLP June 2011 - August 2011
Gleneagles Country Club May 2009 - September 2010
Skills
Finance, WordPress, Social Media Marketing
Education
University of San Diego 2009 — 2013
ESADE Business School 2011 — 2011
Business
Don Barker, Jr, CPA Don Barker, Jr, CPA's Montgomery Coscia Greilich LLP Experience March 2008 - July 2010
Job Business & Personal Tax | Accounting | Assurance | SOX Consulting
Industry Accounting
Experience
Donald R. Barker, CPA January 2015 - Present
Robert Half Finance & Accounting July 2014 - Present
RGS Financial, Inc. December 2013 - July 2014
EFA Processing, L.P. (and its subsidiary Safeguard Recovery, LLC) May 2011 - October 2013
Montgomery Coscia Greilich LLP March 2008 - July 2010
David Prince, CPA firm April 2006 - March 2008
Southwest Corporate Federal Credit Union May 2005 - April 2006
McGladrey January 2002 - May 2005
Skills
Internal Controls, GAAP, Financial Reporting, Auditing, SEC filings, Internal Audit, CPA, Finance, Sarbanes-Oxley, Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Forecasting, US GAAP, Tax, Financial Analysis, Managerial Finance, Process Improvement, Fixed Assets, Financial Accounting, Payroll, Journal Entries, Analysis, Account Reconciliation, Corporate Tax, Management, Business Planning, Revenue Recognition, Consolidated Financial..., Financial Audits, Cash Flow, SEC Financial Reporting, Consulting, External Audit, Consolidation, Tax Research, Controllership Functions, Budget Forecasts, SOP 98-1, Business Advisory, Staff Supervision, Team Management, Adaptive Planning, Variance Analysis, Financial Modeling, Treasury, Operating Budgets, SOX 404, Internal Control...
Education
Texas A&M University
Bachelor of Science (BS)
Texas A&M University-Corpus Christi
Post Baccalaureate Certificate
Donald R. Barker, CPA January 2015 - Present
Robert Half Finance & Accounting July 2014 - Present
RGS Financial, Inc. December 2013 - July 2014
EFA Processing, L.P. (and its subsidiary Safeguard Recovery, LLC) May 2011 - October 2013
Montgomery Coscia Greilich LLP March 2008 - July 2010
David Prince, CPA firm April 2006 - March 2008
Southwest Corporate Federal Credit Union May 2005 - April 2006
McGladrey January 2002 - May 2005
Skills
Internal Controls, GAAP, Financial Reporting, Auditing, SEC filings, Internal Audit, CPA, Finance, Sarbanes-Oxley, Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Forecasting, US GAAP, Tax, Financial Analysis, Managerial Finance, Process Improvement, Fixed Assets, Financial Accounting, Payroll, Journal Entries, Analysis, Account Reconciliation, Corporate Tax, Management, Business Planning, Revenue Recognition, Consolidated Financial..., Financial Audits, Cash Flow, SEC Financial Reporting, Consulting, External Audit, Consolidation, Tax Research, Controllership Functions, Budget Forecasts, SOP 98-1, Business Advisory, Staff Supervision, Team Management, Adaptive Planning, Variance Analysis, Financial Modeling, Treasury, Operating Budgets, SOX 404, Internal Control...
Education
Texas A&M University
Bachelor of Science (BS)
Texas A&M University-Corpus Christi
Post Baccalaureate Certificate
Cary Mailandt Cary Mailandt's Montgomery Coscia Greilich LLP Experience June 2013 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Management Consulting
Experience
Montgomery Coscia Greilich LLP June 2013 - Present
Atrium Corporation September 2011 - June 2013
The Boston Consulting Group December 2010 - September 2011
The Boston Consulting Group October 2008 - November 2010
The Meadows Foundation June 2008 - September 2008
The Boston Consulting Group June 2007 - August 2007
Texas Instruments October 2003 - July 2006
Texas Instruments February 2003 - October 2003
Texas Instruments January 2002 - February 2003
Skills
Strategic Planning, Business Development, M&A experience, IT Strategy, Sales Operations, Sales Process, Sales, Go-to-market Strategy, Plant Consolidations, E-commerce, Logistics, Strategic HR, Operational Excellence, Strategic Sourcing, Product Marketing, Consumer Marketing, Quantitative Research, Financial Modeling, Statistical Modeling, Loyalty Marketing, Private Equity, Investment Strategies, Alternative Investments, Cost Reduction/Avoidance, Management Consulting, Distribution Strategies, Distributors, Telecommunications, Engineering, Negotiation, Training, Google Adwords, Pricing, Competitive Analysis, Cross-functional Team..., Product Management
Education
Harvard Business School 2006 — 2008
MBA, Masters of Business Administration
Georgia Institute of Technology 1996 — 2001
BSEE, Electrical Engineering
Highland Park High School 1992 — 1996
High School Diploma
Montgomery Coscia Greilich LLP June 2013 - Present
Atrium Corporation September 2011 - June 2013
The Boston Consulting Group December 2010 - September 2011
The Boston Consulting Group October 2008 - November 2010
The Meadows Foundation June 2008 - September 2008
The Boston Consulting Group June 2007 - August 2007
Texas Instruments October 2003 - July 2006
Texas Instruments February 2003 - October 2003
Texas Instruments January 2002 - February 2003
Skills
Strategic Planning, Business Development, M&A experience, IT Strategy, Sales Operations, Sales Process, Sales, Go-to-market Strategy, Plant Consolidations, E-commerce, Logistics, Strategic HR, Operational Excellence, Strategic Sourcing, Product Marketing, Consumer Marketing, Quantitative Research, Financial Modeling, Statistical Modeling, Loyalty Marketing, Private Equity, Investment Strategies, Alternative Investments, Cost Reduction/Avoidance, Management Consulting, Distribution Strategies, Distributors, Telecommunications, Engineering, Negotiation, Training, Google Adwords, Pricing, Competitive Analysis, Cross-functional Team..., Product Management
Education
Harvard Business School 2006 — 2008
MBA, Masters of Business Administration
Georgia Institute of Technology 1996 — 2001
BSEE, Electrical Engineering
Highland Park High School 1992 — 1996
High School Diploma
Stanley King Stanley King's Montgomery Coscia Greilich LLP Experience August 2011 - Present
Job Senior Associate at Montgomery Coscia Greilich LLP
Industry Real Estate
Experience
Montgomery Coscia Greilich LLP August 2011 - Present
Campus Habitat July 2010 - August 2011
Lewis Equipment January 2009 - December 2009
FirstWorthing August 2005 - May 2007
Skills
Financial Analysis, SEC filings, Financial Reporting, Accounting, US GAAP, CPA, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, GAAP, Financial Accounting, Auditing, Forecasting, Finance, Corporate Finance, Budgets, General Ledger, Revenue Recognition, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA, Finance
Texas A&M University - Mays Business School 2000 — 2004
BBA, Finance
Montgomery Coscia Greilich LLP August 2011 - Present
Campus Habitat July 2010 - August 2011
Lewis Equipment January 2009 - December 2009
FirstWorthing August 2005 - May 2007
Skills
Financial Analysis, SEC filings, Financial Reporting, Accounting, US GAAP, CPA, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, GAAP, Financial Accounting, Auditing, Forecasting, Finance, Corporate Finance, Budgets, General Ledger, Revenue Recognition, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA, Finance
Texas A&M University - Mays Business School 2000 — 2004
BBA, Finance
Rusty Hale Rusty Hale's Montgomery Coscia Greilich LLP Experience October 2011 - Present
Job Audit Services
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2011 - Present
Grant Thornton LLP July 2002 - July 2011
McAfee 2005 - 2006
Arthur Andersen LLP 1999 - 2002
Skills
GAAP, Audit, Auditing, Revenue Recognition, FASB, Public Companies, Accounting, Financial Reporting, SEC reporting, US GAAP, Internal Controls, SOX, Consolidation, Technical Accounting, Financial Accounting, 10Q, External Audit, SEC filings, Accounting Standards, Assurance, Accounting Policy, 10K, Private Companies, Sarbanes-Oxley Act, Mergers & Acquisitions, Sarbanes-Oxley, SEC Financial Reporting, General Ledger, SEC Filings, Financial Statements
Education
Oklahoma State University 1996 — 2001
Master of Science (MS), Accounting
Montgomery Coscia Greilich LLP October 2011 - Present
Grant Thornton LLP July 2002 - July 2011
McAfee 2005 - 2006
Arthur Andersen LLP 1999 - 2002
Skills
GAAP, Audit, Auditing, Revenue Recognition, FASB, Public Companies, Accounting, Financial Reporting, SEC reporting, US GAAP, Internal Controls, SOX, Consolidation, Technical Accounting, Financial Accounting, 10Q, External Audit, SEC filings, Accounting Standards, Assurance, Accounting Policy, 10K, Private Companies, Sarbanes-Oxley Act, Mergers & Acquisitions, Sarbanes-Oxley, SEC Financial Reporting, General Ledger, SEC Filings, Financial Statements
Education
Oklahoma State University 1996 — 2001
Master of Science (MS), Accounting
Amy (Amy Parks) Bertrand's Montgomery Coscia Greilich LLP Experience
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP
Skills
CPA, Corporate Tax, Tax, Partnership Taxation, Tax Research, GAAP, SEC filings, Tax Accounting, Income Tax, Mergers & Acquisitions, Accounting, Tax Advisory, CCH ProSystem fx, GoSystems
Education
Texas A&M University 1984 — 1988
Montgomery Coscia Greilich LLP
Skills
CPA, Corporate Tax, Tax, Partnership Taxation, Tax Research, GAAP, SEC filings, Tax Accounting, Income Tax, Mergers & Acquisitions, Accounting, Tax Advisory, CCH ProSystem fx, GoSystems
Education
Texas A&M University 1984 — 1988
Amanda Womack's Montgomery Coscia Greilich LLP Experience September 2006 - Present
Job Office Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2006 - Present
Skills
Accounting, Financial Reporting, QuickBooks, General Ledger, Financial Statements, Account Reconciliation
Education
Texas State University-San Marcos 1996 — 1998
Bachelor of Business Administration (BBA), Computer Information Systems
Baylor University 1994 — 1996
Newman Smith High School
Montgomery Coscia Greilich LLP September 2006 - Present
Skills
Accounting, Financial Reporting, QuickBooks, General Ledger, Financial Statements, Account Reconciliation
Education
Texas State University-San Marcos 1996 — 1998
Bachelor of Business Administration (BBA), Computer Information Systems
Baylor University 1994 — 1996
Newman Smith High School
Edward Mahon's Montgomery Coscia Greilich LLP Experience April 2014 - Present
Job Engagement Manager at Montgomery Coscia Greilich LLP
Industry Management Consulting
Experience
Montgomery Coscia Greilich LLP April 2014 - Present
EJM Advisors, LLC January 2012 - March 2014
McKinsey & Company September 2008 - December 2011
Atlas Capital 2005 - 2006
North Advisors 2004 - 2005
Dresdner Klienwort Wasserstein 2003 - 2004
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management
MBA
The University of Texas at Austin
BA, Economics / History
Montgomery Coscia Greilich LLP April 2014 - Present
EJM Advisors, LLC January 2012 - March 2014
McKinsey & Company September 2008 - December 2011
Atlas Capital 2005 - 2006
North Advisors 2004 - 2005
Dresdner Klienwort Wasserstein 2003 - 2004
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management
MBA
The University of Texas at Austin
BA, Economics / History
Travis Watters's Montgomery Coscia Greilich LLP Experience October 2010 - May 2011
Job Director at Uni Advisors
Industry Investment Banking
Experience
Uni Advisors, Inc. August 2014 - Present
BBVA Corporate & Investment Banking June 2011 - August 2014
Montgomery Coscia Greilich LLP October 2010 - May 2011
UIM March 2010 - September 2010
Flatiron Capital Partners June 2006 - March 2010
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Private Equity, Finance, Financial Modeling, Investment Banking, Mergers, Business Planning, Strategy, Analysis, Healthcare, Credit, Acquisitions, Forecasting, Budgeting, Research, Negotiation, Financial Structuring
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance & Accounting
Southern Methodist University 2002 — 2006
BBA, Finance
St. John's School 1989 — 2002
Uni Advisors, Inc. August 2014 - Present
BBVA Corporate & Investment Banking June 2011 - August 2014
Montgomery Coscia Greilich LLP October 2010 - May 2011
UIM March 2010 - September 2010
Flatiron Capital Partners June 2006 - March 2010
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Private Equity, Finance, Financial Modeling, Investment Banking, Mergers, Business Planning, Strategy, Analysis, Healthcare, Credit, Acquisitions, Forecasting, Budgeting, Research, Negotiation, Financial Structuring
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance & Accounting
Southern Methodist University 2002 — 2006
BBA, Finance
St. John's School 1989 — 2002
Amin Hussain's Montgomery Coscia Greilich LLP Experience June 2012 - November 2013
Job Tax Manager Financial Services at EY
Industry Accounting
Experience
EY November 2013 - Present
Montgomery Coscia Greilich LLP June 2012 - November 2013
KPMG May 2011 - June 2012
PricewaterhouseCoopers June 2005 - June 2011
Skills
Corporate Tax, Tax Research, Tax Accounting, CPA, Tax
Education
Indiana University - Kelley School of Business 2004 — 2005
Master in Professional Accounting, Tax
University of Evansville 2002 — 2004
Bachelor of Science, Accounting
EY November 2013 - Present
Montgomery Coscia Greilich LLP June 2012 - November 2013
KPMG May 2011 - June 2012
PricewaterhouseCoopers June 2005 - June 2011
Skills
Corporate Tax, Tax Research, Tax Accounting, CPA, Tax
Education
Indiana University - Kelley School of Business 2004 — 2005
Master in Professional Accounting, Tax
University of Evansville 2002 — 2004
Bachelor of Science, Accounting
Glenn Pfenninger's Montgomery Coscia Greilich LLP Experience January 2012 - May 2012
Job Organization Effectiveness at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting April 2015 - Present
John F. Kennedy University May 2012 - Present
Ignite Performance Group September 2008 - Present
Hitachi Consulting May 2012 - March 2015
Montgomery Coscia Greilich LLP January 2012 - May 2012
NTEC - North Texas Enterprise Center January 2012 - May 2012
Southern Methodist University Cox School of Business January 2010 - May 2012
St. Louis Community College January 2010 - May 2012
Southern Methodist University July 2009 - May 2012
University of North Texas August 2007 - May 2009
Skills
Quantitative Analysis, Financial Modeling, Business Valuation, Leadership Development, Partner Recruitment, Business Alliances, Recruitment/Retention, Venture Capital, Entrepreneurship, Bloomberg Terminal, Change Management, Corporate Communications, Strategic Planning, Strategic Communications, Project Management, Project Planning, MS Project, Project Delivery, Project Finance, Training, Training Delivery, Visio, Process Consulting, Consulting, Business Analysis, Start-ups, Fundraising, Coaching, Mergers, Nonprofits, Due Diligence, UPK, Business Process Mapping, Business Process..., Business Process..., Mergers & Acquisitions, Recruiting, Organizational..., Finance, Sports, Team Building, Performance Management, Executive Coaching, Management, CRM, Business Planning, Quantitative Analytics
Education
Southern Methodist University - Cox School of Business 2010 — 2012
PMBA, Finance & Strategy, 3.97
University of North Texas 2003 — 2007
M.S., Psychology (emphasis in Sport & Exercise Psychology), 3.8
Texas Christian University 2000 — 2003
Bachelor's of Science, Psychosocial Kinesiology, 3.7
Hitachi Consulting April 2015 - Present
John F. Kennedy University May 2012 - Present
Ignite Performance Group September 2008 - Present
Hitachi Consulting May 2012 - March 2015
Montgomery Coscia Greilich LLP January 2012 - May 2012
NTEC - North Texas Enterprise Center January 2012 - May 2012
Southern Methodist University Cox School of Business January 2010 - May 2012
St. Louis Community College January 2010 - May 2012
Southern Methodist University July 2009 - May 2012
University of North Texas August 2007 - May 2009
Skills
Quantitative Analysis, Financial Modeling, Business Valuation, Leadership Development, Partner Recruitment, Business Alliances, Recruitment/Retention, Venture Capital, Entrepreneurship, Bloomberg Terminal, Change Management, Corporate Communications, Strategic Planning, Strategic Communications, Project Management, Project Planning, MS Project, Project Delivery, Project Finance, Training, Training Delivery, Visio, Process Consulting, Consulting, Business Analysis, Start-ups, Fundraising, Coaching, Mergers, Nonprofits, Due Diligence, UPK, Business Process Mapping, Business Process..., Business Process..., Mergers & Acquisitions, Recruiting, Organizational..., Finance, Sports, Team Building, Performance Management, Executive Coaching, Management, CRM, Business Planning, Quantitative Analytics
Education
Southern Methodist University - Cox School of Business 2010 — 2012
PMBA, Finance & Strategy, 3.97
University of North Texas 2003 — 2007
M.S., Psychology (emphasis in Sport & Exercise Psychology), 3.8
Texas Christian University 2000 — 2003
Bachelor's of Science, Psychosocial Kinesiology, 3.7
Dustin Jensen's Montgomery Coscia Greilich LLP Experience January 2005 - March 2012
Job Engagement Manager at Experis
Industry Accounting
Experience
Experis March 2012 - Present
Montgomery Coscia Greilich LLP January 2005 - March 2012
Short and Associates, LP May 2000 - January 2005
Lane Gorman Trubitt PLLC October 1999 - May 2000
Skills
Sales Tax Audit Rep, Reverse Audits, Compliance Outsourcing, Sales Tax, Compliance, Transaction Tax, VAT (limited), Telecom Tax, Tax, VAT, Outsourcing, Financial Audits, Telecommunications, Tax Research, Auditing, Use Tax, Accounting, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Income Tax, Payroll, General Ledger, Account Reconciliation, Accounts Receivable, Tax Accounting, State Tax, Corporate Tax
Education
Missouri Western State University 1995 — 1999
BS, Accounting
Experis March 2012 - Present
Montgomery Coscia Greilich LLP January 2005 - March 2012
Short and Associates, LP May 2000 - January 2005
Lane Gorman Trubitt PLLC October 1999 - May 2000
Skills
Sales Tax Audit Rep, Reverse Audits, Compliance Outsourcing, Sales Tax, Compliance, Transaction Tax, VAT (limited), Telecom Tax, Tax, VAT, Outsourcing, Financial Audits, Telecommunications, Tax Research, Auditing, Use Tax, Accounting, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Income Tax, Payroll, General Ledger, Account Reconciliation, Accounts Receivable, Tax Accounting, State Tax, Corporate Tax
Education
Missouri Western State University 1995 — 1999
BS, Accounting
Natalie Fogiel's Montgomery Coscia Greilich LLP Experience August 2011 - Present
Job Senior Associate at Montgomery Coscia Greilich LLP
Industry Commercial Real Estate
Experience
Montgomery Coscia Greilich LLP August 2011 - Present
W.P. Carey June 2007 - July 2011
Credit Suisse May 2010 - August 2010
Skills
Financial Modeling, Transaction Due..., Financial Analysis, Corporate Finance, Private Equity, Financial Reporting, Business Valuation, Accounting, Finance, Hedge Funds, Forecasting, Financial Statement..., Due Diligence, GAAP, Love Of Learning, US GAAP, Collage
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance & Accounting
Boston College 2003 — 2007
BS, BA, Accounting, Philosophy
Highland Park High School 1999 — 2003
Montgomery Coscia Greilich LLP August 2011 - Present
W.P. Carey June 2007 - July 2011
Credit Suisse May 2010 - August 2010
Skills
Financial Modeling, Transaction Due..., Financial Analysis, Corporate Finance, Private Equity, Financial Reporting, Business Valuation, Accounting, Finance, Hedge Funds, Forecasting, Financial Statement..., Due Diligence, GAAP, Love Of Learning, US GAAP, Collage
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance & Accounting
Boston College 2003 — 2007
BS, BA, Accounting, Philosophy
Highland Park High School 1999 — 2003
Klara Hildebrand's Montgomery Coscia Greilich LLP Experience February 2014 - Present
Job Staff Tax Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2014 - Present
Kosanda & Company PLLC June 2010 - January 2014
Howard & Co, LLP January 2009 - October 2009
Thomson Reuters October 2006 - December 2008
Education
Dallas County Community College 2006 — 2007
Accounting
The University of Texas at Arlington - College of Business 1997 — 2002
Bachelor, Information Technology
Montgomery Coscia Greilich LLP February 2014 - Present
Kosanda & Company PLLC June 2010 - January 2014
Howard & Co, LLP January 2009 - October 2009
Thomson Reuters October 2006 - December 2008
Education
Dallas County Community College 2006 — 2007
Accounting
The University of Texas at Arlington - College of Business 1997 — 2002
Bachelor, Information Technology
Sara Sandlin-Cauble's Montgomery Coscia Greilich LLP Experience August 2006 - Present
Job Assurance Senior with Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2006 - Present
Montgomery Coscia Greilich 2006 - 2009
Education
California State University-Northridge
Montgomery Coscia Greilich LLP August 2006 - Present
Montgomery Coscia Greilich 2006 - 2009
Education
California State University-Northridge
Charles Cecil's Montgomery Coscia Greilich LLP Experience 2007 - 2011
Job President
Industry Machinery
Experience
Col-Met Spray Booths 2011 - Present
Montgomery Coscia Greilich LLP 2007 - 2011
Skills
Forecasting, Budgets, Due Diligence, Strategic Planning, Business Planning, Process Improvement, Financial Statements, Business Strategy, Start-ups, Investments, Inventory Management, Managerial Finance, Strategic Financial..., Financial Audits, Mergers, Financial Modeling, Financial Analysis, Leadership, Cross-functional Team..., Operations Management, Management, Team Leadership, Customer Service, Microsoft Excel, Corporate Finance, Marketing, Business Process..., ERP, Valuation, Strategy
Education
Colorado State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2003 — 2003
Col-Met Spray Booths 2011 - Present
Montgomery Coscia Greilich LLP 2007 - 2011
Skills
Forecasting, Budgets, Due Diligence, Strategic Planning, Business Planning, Process Improvement, Financial Statements, Business Strategy, Start-ups, Investments, Inventory Management, Managerial Finance, Strategic Financial..., Financial Audits, Mergers, Financial Modeling, Financial Analysis, Leadership, Cross-functional Team..., Operations Management, Management, Team Leadership, Customer Service, Microsoft Excel, Corporate Finance, Marketing, Business Process..., ERP, Valuation, Strategy
Education
Colorado State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2003 — 2003
Daniel Tekippe's Montgomery Coscia Greilich LLP Experience November 2007 - September 2008
Job Director Measurement and Evaluation at Stream Energy
Industry Accounting
Experience
Stream Energy February 2014 - Present
Stream Energy April 2012 - February 2014
Montgomery Coscia Greilich LLP November 2007 - September 2008
Fox, Byrd, and Co. September 2004 - November 2007
Skills
Auditing, Governance, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Process Improvement, Accounting, Business Process..., Business Analysis, Internal Audit, General Ledger
Education
Southern Methodist University - Cox School of Business 2009 — 2009
Certificate, Management
Tulane University - A.B. Freeman School of Business 2004 — 2005
Masters, Accounting
Loyola University New Orleans 1999 — 2003
Bachelors, Accounting
Stream Energy February 2014 - Present
Stream Energy April 2012 - February 2014
Montgomery Coscia Greilich LLP November 2007 - September 2008
Fox, Byrd, and Co. September 2004 - November 2007
Skills
Auditing, Governance, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Process Improvement, Accounting, Business Process..., Business Analysis, Internal Audit, General Ledger
Education
Southern Methodist University - Cox School of Business 2009 — 2009
Certificate, Management
Tulane University - A.B. Freeman School of Business 2004 — 2005
Masters, Accounting
Loyola University New Orleans 1999 — 2003
Bachelors, Accounting
Jamie Wigal's Montgomery Coscia Greilich LLP Experience February 2013 - Present
Job Sales Tax Staff at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2013 - Present
Redbud Physical Therapy April 2007 - June 2011
Briscoe, Burke & Grigsby, PLLP September 2005 - April 2007
Stratatek 2004 - 2005
Milam & Associates 2002 - 2002
Skills
Tax Preparation, Accounting, Microsoft Office, Customer Service, Budgets, Process Improvement, Tax Returns, Accruals, General Ledger, Fixed Assets
Education
Oklahoma State University 2003 — 2004
Master of Science, Accounting
Montgomery Coscia Greilich LLP February 2013 - Present
Redbud Physical Therapy April 2007 - June 2011
Briscoe, Burke & Grigsby, PLLP September 2005 - April 2007
Stratatek 2004 - 2005
Milam & Associates 2002 - 2002
Skills
Tax Preparation, Accounting, Microsoft Office, Customer Service, Budgets, Process Improvement, Tax Returns, Accruals, General Ledger, Fixed Assets
Education
Oklahoma State University 2003 — 2004
Master of Science, Accounting
Vicky Skowron's Montgomery Coscia Greilich LLP Experience June 2014 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2014 - Present
True Partners Consulting January 2008 - June 2014
Aon October 2006 - December 2007
Skills
Federal & State Income..., Tax Accounting, Tax Research, Corporate Tax, Partnership Taxation, Tax Returns, Tax Preparation, State Tax, GoSystems, Partnership Tax Returns, Private Equity, Income Tax, Tax, Tax Advisory
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MBA, Accounting, Finance
Oakland University
Montgomery Coscia Greilich LLP June 2014 - Present
True Partners Consulting January 2008 - June 2014
Aon October 2006 - December 2007
Skills
Federal & State Income..., Tax Accounting, Tax Research, Corporate Tax, Partnership Taxation, Tax Returns, Tax Preparation, State Tax, GoSystems, Partnership Tax Returns, Private Equity, Income Tax, Tax, Tax Advisory
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MBA, Accounting, Finance
Oakland University
Catherine Cotton, CPA's Montgomery Coscia Greilich LLP Experience January 2011 - April 2013
Job General Datatech
Industry Accounting
Experience
General Datatech May 2013 - Present
Montgomery Coscia Greilich LLP January 2011 - April 2013
Weaver and Tidwell June 2008 - January 2011
James R. Echols, CPA and Larry Mallon, CPA December 2007 - May 2008
Town and Country Bank January 2006 - November 2007
Dena B. Day, CPA July 2002 - August 2004
Skills
Auditing, Account Reconciliation, Accounts Payable, GAAP, Accounting, QuickBooks, Customer Service, Microsoft Excel, Mergers & Acquisitions, Budgets, CPA, Corporate Tax, External Audit, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Internal Controls, US GAAP
Education
Tarleton State University 2004 — 2008
B.B.A.
General Datatech May 2013 - Present
Montgomery Coscia Greilich LLP January 2011 - April 2013
Weaver and Tidwell June 2008 - January 2011
James R. Echols, CPA and Larry Mallon, CPA December 2007 - May 2008
Town and Country Bank January 2006 - November 2007
Dena B. Day, CPA July 2002 - August 2004
Skills
Auditing, Account Reconciliation, Accounts Payable, GAAP, Accounting, QuickBooks, Customer Service, Microsoft Excel, Mergers & Acquisitions, Budgets, CPA, Corporate Tax, External Audit, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Internal Controls, US GAAP
Education
Tarleton State University 2004 — 2008
B.B.A.
Cynthia Hancock, MBA, CPA's Montgomery Coscia Greilich LLP Experience 2013 - Present
Job Consulting Services Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP 2013 - Present
Pharmaceutical Stragies Group 2008 - 2013
The Harbour Group 2005 - 2008
Nortel Networks 2004 - 2005
Skills
US GAAP, Sarbanes-Oxley Act, Accounting & Auditing, Cash & Asset Management, Account Reconciliations, Financial & Management..., Budgeting & Forecasting, Cost & Internal Controls, Accounting Software..., Acquisitions &..., Banking Relations, Corporate Finance &..., Regulatory Compliance, Project Planning &..., Staffing & Supervision, Training & Development, Financial & Operations..., Domestic & International, Outstanding Communicator, Dedicated Professional, Negotiator, Analytical, Problem Solver, Results Oriented, Motivator, Organized Multi-tasker, Interpersonal Skills, CPA, MBA, Controller, Team Leadership, Strategic Alliances, Strategic & Operational..., Continuous Improvements, Policies, Processes &..., Account Reconciliation, Banking, Analytical Skills, Negotiation, Strategic Planning, Goal Oriented, Process Improvement, Budgets, Forecasting, GAAP, Management, General Ledger, Financial Analysis, Financial Reporting, Financial Accounting
Education
The University of Dallas
MBA, Corporate Finance
Angelo State University
BBA, Accounting
Montgomery Coscia Greilich LLP 2013 - Present
Pharmaceutical Stragies Group 2008 - 2013
The Harbour Group 2005 - 2008
Nortel Networks 2004 - 2005
Skills
US GAAP, Sarbanes-Oxley Act, Accounting & Auditing, Cash & Asset Management, Account Reconciliations, Financial & Management..., Budgeting & Forecasting, Cost & Internal Controls, Accounting Software..., Acquisitions &..., Banking Relations, Corporate Finance &..., Regulatory Compliance, Project Planning &..., Staffing & Supervision, Training & Development, Financial & Operations..., Domestic & International, Outstanding Communicator, Dedicated Professional, Negotiator, Analytical, Problem Solver, Results Oriented, Motivator, Organized Multi-tasker, Interpersonal Skills, CPA, MBA, Controller, Team Leadership, Strategic Alliances, Strategic & Operational..., Continuous Improvements, Policies, Processes &..., Account Reconciliation, Banking, Analytical Skills, Negotiation, Strategic Planning, Goal Oriented, Process Improvement, Budgets, Forecasting, GAAP, Management, General Ledger, Financial Analysis, Financial Reporting, Financial Accounting
Education
The University of Dallas
MBA, Corporate Finance
Angelo State University
BBA, Accounting
Jennifer Bodden, CPA's Montgomery Coscia Greilich LLP Experience January 2010 - October 2014
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey LLP October 2014 - Present
Montgomery Coscia Greilich LLP January 2010 - October 2014
KPMG September 2007 - January 2010
KPMG January 2006 - March 2006
Skills
Auditing, Accounting, CPA, Financial Reporting, Finance, GAAP, US GAAP, External Audit, Assurance, Financial Accounting, Account Reconciliation, Financial Statements, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Excel & VBA Programming, Hedge Funds, Private Equity, Client Relations, Management
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting, Cum Laude
Texas A&M University - Mays Business School 2002 — 2006
Minor, International Business
McGladrey LLP October 2014 - Present
Montgomery Coscia Greilich LLP January 2010 - October 2014
KPMG September 2007 - January 2010
KPMG January 2006 - March 2006
Skills
Auditing, Accounting, CPA, Financial Reporting, Finance, GAAP, US GAAP, External Audit, Assurance, Financial Accounting, Account Reconciliation, Financial Statements, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Excel & VBA Programming, Hedge Funds, Private Equity, Client Relations, Management
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting, Cum Laude
Texas A&M University - Mays Business School 2002 — 2006
Minor, International Business
Andrew Klitch's Montgomery Coscia Greilich LLP Experience June 2012 - August 2012
Job Audit Associate at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors September 2014 - Present
Allied Affiliated Funding June 2013 - July 2014
BKD CPAs & Advisors January 2013 - March 2013
Montgomery Coscia Greilich LLP June 2012 - August 2012
Skills
Leadership
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
BBA in Accounting
Southern Methodist University
BKD CPAs & Advisors September 2014 - Present
Allied Affiliated Funding June 2013 - July 2014
BKD CPAs & Advisors January 2013 - March 2013
Montgomery Coscia Greilich LLP June 2012 - August 2012
Skills
Leadership
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
BBA in Accounting
Southern Methodist University
Jonathan Drysdale's Montgomery Coscia Greilich LLP Experience January 2012 - Present
Job Senior Tax Associate at Montgomery Coscia Greilich, LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2012 - Present
Montgomery Coscia Greilich LLP January 2012 - Present
Education
Brigham Young University 2004 — 2010
BS, Accounting
Montgomery Coscia Greilich LLP January 2012 - Present
Montgomery Coscia Greilich LLP January 2012 - Present
Education
Brigham Young University 2004 — 2010
BS, Accounting
Jason Tejchma's Montgomery Coscia Greilich LLP Experience June 2007 - August 2007
Job Senior Accountant II at Arrow Electronics
Industry Accounting
Experience
Arrow Electronics December 2014 - Present
Arrow Electronics August 2013 - December 2014
Arrow Electronics September 2012 - August 2013
Arrow Electronics June 2011 - September 2012
Maxim Integrated Products Inc. May 2010 - August 2010
Accountemps June 2009 - August 2009
Montgomery Coscia Greilich LLP June 2007 - August 2007
Montgomery Coscia Greilich LLP June 2006 - August 2006
Skills
Internal Controls, Financial Analysis, General Ledger, Accounting, Leadership, Internal Audit, Analysis, Sarbanes-Oxley Act
Education
Northumbria University 2009 — 2011
MBA, Master of Business Administration
University of Massachusetts Lowell 2003 — 2007
BS in Accounting and Finance, Accounting and Finance
Arrow Electronics December 2014 - Present
Arrow Electronics August 2013 - December 2014
Arrow Electronics September 2012 - August 2013
Arrow Electronics June 2011 - September 2012
Maxim Integrated Products Inc. May 2010 - August 2010
Accountemps June 2009 - August 2009
Montgomery Coscia Greilich LLP June 2007 - August 2007
Montgomery Coscia Greilich LLP June 2006 - August 2006
Skills
Internal Controls, Financial Analysis, General Ledger, Accounting, Leadership, Internal Audit, Analysis, Sarbanes-Oxley Act
Education
Northumbria University 2009 — 2011
MBA, Master of Business Administration
University of Massachusetts Lowell 2003 — 2007
BS in Accounting and Finance, Accounting and Finance
Brian Meck's Montgomery Coscia Greilich LLP Experience February 2011 - January 2014
Job CPA
Industry Accounting
Experience
Meck Noonan & Co., LLC February 2014 - Present
Montgomery Coscia Greilich LLP February 2011 - January 2014
PricewaterhouseCoopers August 2009 - February 2011
Skills
Partnership Taxation, Income Tax, Accounting, Corporate Tax, CPA, Investments, Tax Research, High Net Worth..., Tax Accounting
Education
Baylor University - Hankamer School of Business 2004 — 2008
MAcc, Accounting
Meck Noonan & Co., LLC February 2014 - Present
Montgomery Coscia Greilich LLP February 2011 - January 2014
PricewaterhouseCoopers August 2009 - February 2011
Skills
Partnership Taxation, Income Tax, Accounting, Corporate Tax, CPA, Investments, Tax Research, High Net Worth..., Tax Accounting
Education
Baylor University - Hankamer School of Business 2004 — 2008
MAcc, Accounting
Aundi (Brown) Allen's Montgomery Coscia Greilich LLP Experience May 2013 - June 2014
Job Controller at pawTree
Industry Financial Services
Experience
pawTree June 2014 - Present
Montgomery Coscia Greilich LLP May 2013 - June 2014
LH Holdings, Inc. May 2012 - May 2013
Henry & Peters, P.C. August 2010 - May 2012
Skills
Auditing, GAAP, US GAAP, Financial Reporting, CPA
Education
Abilene Christian University 2009 — 2010
Master's Degree, Accounting
Abilene Christian University 2005 — 2009
BBA, Accounting
pawTree June 2014 - Present
Montgomery Coscia Greilich LLP May 2013 - June 2014
LH Holdings, Inc. May 2012 - May 2013
Henry & Peters, P.C. August 2010 - May 2012
Skills
Auditing, GAAP, US GAAP, Financial Reporting, CPA
Education
Abilene Christian University 2009 — 2010
Master's Degree, Accounting
Abilene Christian University 2005 — 2009
BBA, Accounting
Sandra Hansen's Montgomery Coscia Greilich LLP Experience August 2015 - Present
Job Senior Manager Income Tax at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2015 - Present
Independent Contractor February 2015 - July 2015
KPMG US September 2013 - January 2015
Ernst & Young February 2008 - September 2013
Deloitte 2006 - 2008
PricewaterhouseCoopers 2000 - 2006
Skills
Tax, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Tax Advisory, International Tax, Partnership Taxation, Big 4, FIN 48, US GAAP, SEC Filings, Income Tax, Accounting, Auditing, Sarbanes-Oxley Act, GAAP, Financial Analysis, Nonprofits, Project Management
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Accounting
William Mitchell College of Law
Doctor of Law (J.D.)
Montgomery Coscia Greilich LLP August 2015 - Present
Independent Contractor February 2015 - July 2015
KPMG US September 2013 - January 2015
Ernst & Young February 2008 - September 2013
Deloitte 2006 - 2008
PricewaterhouseCoopers 2000 - 2006
Skills
Tax, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Tax Advisory, International Tax, Partnership Taxation, Big 4, FIN 48, US GAAP, SEC Filings, Income Tax, Accounting, Auditing, Sarbanes-Oxley Act, GAAP, Financial Analysis, Nonprofits, Project Management
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Accounting
William Mitchell College of Law
Doctor of Law (J.D.)
Dora (Danhua) He's Montgomery Coscia Greilich LLP Experience February 2009 - Present
Job at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP February 2009 - Present
Ace Wired Inc (Four Corners) 2006 - 2009
Terrell & Terrell, CPAs, LLP May 2005 - April 2006
Skills
US GAAP, Business Valuation, Intellectual Property..., Purchase Price..., Impairment Testing, Financial Modeling, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Budgeting & Forecasting, Corporate Finance, Tax Accounting
Education
Peking University
Bachelor, Geophysics - Meteorology
The University of Texas at Dallas - School of Management
Master, Accounting
Montgomery Coscia Greilich LLP February 2009 - Present
Ace Wired Inc (Four Corners) 2006 - 2009
Terrell & Terrell, CPAs, LLP May 2005 - April 2006
Skills
US GAAP, Business Valuation, Intellectual Property..., Purchase Price..., Impairment Testing, Financial Modeling, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Budgeting & Forecasting, Corporate Finance, Tax Accounting
Education
Peking University
Bachelor, Geophysics - Meteorology
The University of Texas at Dallas - School of Management
Master, Accounting
Sam Paulos's Montgomery Coscia Greilich LLP Experience February 2015 - Present
Job Consultant at Montgomery Capital Advisors
Industry Management Consulting
Experience
Montgomery Capital Advisors February 2015 - Present
Montgomery Coscia Greilich LLP February 2015 - Present
Ivy Tavern March 2014 - Present
defi SOLUTIONS, Inc February 2013 - Present
Paulos Holdings January 2005 - Present
Sam's Consulting Business 2009 - Present
Crystal Clear Recording Studios 1990 - Present
Dallas Urban Debate Alliance 2010 - Present
Fancorps.com 2007 - Present
Bandwear.com 2000 - Present
Skills
Business Process..., Financial Accounting, Financial Management..., Digital Media, Strategy, Social Media Marketing, Music, Marketing Strategy, Microsoft Excel, QuickBooks, Strategic Planning, New Media, New Business Development, Leadership, Business Planning, Strategic Partnerships, Budgets, Management, Entertainment, Blogging, Nonprofits, Consulting, Small Business, Market Research, Lead Generation, Product Management, Business Strategy, Accounting, Public Relations, Sales, Start-up Consulting, Advertising, Brand Management, Mobile Marketing, Creative Direction, Investments, Online Marketing, Financial Reporting, Real Estate, Salesforce.com, Internal Controls, Email Marketing, Event Management, Brand Awareness, Digital Strategy, Fundraising, Business Development, Customer Service, Account Management, Brand Development
Education
Georgetown University 1982 — 1986
BA, Poli Sci
St Mark's School of Texas 1976 — 1982
The University of Texas at Dallas - School of Management
Montgomery Capital Advisors February 2015 - Present
Montgomery Coscia Greilich LLP February 2015 - Present
Ivy Tavern March 2014 - Present
defi SOLUTIONS, Inc February 2013 - Present
Paulos Holdings January 2005 - Present
Sam's Consulting Business 2009 - Present
Crystal Clear Recording Studios 1990 - Present
Dallas Urban Debate Alliance 2010 - Present
Fancorps.com 2007 - Present
Bandwear.com 2000 - Present
Skills
Business Process..., Financial Accounting, Financial Management..., Digital Media, Strategy, Social Media Marketing, Music, Marketing Strategy, Microsoft Excel, QuickBooks, Strategic Planning, New Media, New Business Development, Leadership, Business Planning, Strategic Partnerships, Budgets, Management, Entertainment, Blogging, Nonprofits, Consulting, Small Business, Market Research, Lead Generation, Product Management, Business Strategy, Accounting, Public Relations, Sales, Start-up Consulting, Advertising, Brand Management, Mobile Marketing, Creative Direction, Investments, Online Marketing, Financial Reporting, Real Estate, Salesforce.com, Internal Controls, Email Marketing, Event Management, Brand Awareness, Digital Strategy, Fundraising, Business Development, Customer Service, Account Management, Brand Development
Education
Georgetown University 1982 — 1986
BA, Poli Sci
St Mark's School of Texas 1976 — 1982
The University of Texas at Dallas - School of Management
Michelle Bivins Hunt, Esq., LLM, CPA's Montgomery Coscia Greilich LLP Experience September 2013 - Present
Job Staff at Montgomery Coscia Greilich LLP
Industry Law Practice
Experience
Montgomery Coscia Greilich LLP September 2013 - Present
Ryan June 2012 - September 2013
Sommerman & Quesada, LLP December 2010 - October 2011
Law Office of Mark D Foster May 2010 - October 2010
Sommerman & Quesada January 2008 - April 2009
Dallas County Civil Courts June 2007 - July 2007
Datamax February 2004 - August 2006
The Lance Armstrong Foundation September 2002 - December 2002
Education
Northwestern University School of Law 2009 — 2010
Master of Laws, Taxation
Southern Methodist University Dedman School of Law 2006 — 2009
Juris Doctor
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
Bachelor of Business Administration, Management Information Systems
Montgomery Coscia Greilich LLP September 2013 - Present
Ryan June 2012 - September 2013
Sommerman & Quesada, LLP December 2010 - October 2011
Law Office of Mark D Foster May 2010 - October 2010
Sommerman & Quesada January 2008 - April 2009
Dallas County Civil Courts June 2007 - July 2007
Datamax February 2004 - August 2006
The Lance Armstrong Foundation September 2002 - December 2002
Education
Northwestern University School of Law 2009 — 2010
Master of Laws, Taxation
Southern Methodist University Dedman School of Law 2006 — 2009
Juris Doctor
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
Bachelor of Business Administration, Management Information Systems
Greg Chancellor's Montgomery Coscia Greilich LLP Experience February 2013 - June 2014
Job Sales Tax Accountant
Industry Accounting
Experience
Quest Resource Management Group June 2014 - February 2015
Montgomery Coscia Greilich LLP February 2013 - June 2014
GameStop July 2010 - February 2013
J CLEO THOMPSON PETROLEUM COMPANY September 2007 - December 2009
J-W Operating Company May 2005 - July 2007
Skills
Spreadsheets, Microsoft Excel, Microsoft Word, Payroll, Journal Entries, Accounting, Variance Analysis, Account Reconciliation, Tax, Finance, General Ledger, Auditing
Education
Texas A&M University-Commerce 2011 — 2015
Accounting and Business/Management
Collin County Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Tulsa Junior College
Business Administration
Quest Resource Management Group June 2014 - February 2015
Montgomery Coscia Greilich LLP February 2013 - June 2014
GameStop July 2010 - February 2013
J CLEO THOMPSON PETROLEUM COMPANY September 2007 - December 2009
J-W Operating Company May 2005 - July 2007
Skills
Spreadsheets, Microsoft Excel, Microsoft Word, Payroll, Journal Entries, Accounting, Variance Analysis, Account Reconciliation, Tax, Finance, General Ledger, Auditing
Education
Texas A&M University-Commerce 2011 — 2015
Accounting and Business/Management
Collin County Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Tulsa Junior College
Business Administration
Kathy Sage's Montgomery Coscia Greilich LLP Experience November 2012 - January 2015
Job Manager at Lovelace Payne LLC
Industry Accounting
Experience
Lovelace Payne LLC January 2015 - Present
Montgomery Coscia Greilich LLP November 2012 - January 2015
Holbrook Hicks & Associates, LLC December 2009 - October 2012
KBA/BKD 2004 - 2009
Skills
Accounting, Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Tax, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Income Tax, Tax Preparation
Education
Elizabethtown College 1973 — 1975
Bachelor's degree, Education
Lovelace Payne LLC January 2015 - Present
Montgomery Coscia Greilich LLP November 2012 - January 2015
Holbrook Hicks & Associates, LLC December 2009 - October 2012
KBA/BKD 2004 - 2009
Skills
Accounting, Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Tax, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Income Tax, Tax Preparation
Education
Elizabethtown College 1973 — 1975
Bachelor's degree, Education
Blane Coontz's Montgomery Coscia Greilich LLP Experience February 2007 - December 2009
Job Controller at MUSA Financial
Industry Accounting
Experience
MUSA Financial January 2013 - Present
AIS Insurance Companies July 2012 - January 2013
Select Energy Services February 2012 - June 2012
Select Energy May 2011 - February 2012
Montgomery Coscia Greilich LLP February 2007 - December 2009
Skills
General Ledger, Account Reconciliation, Internal Controls, Financial Reporting, Accounting, QuickBooks, Financial Analysis, GAAP, Tax, Auditing, Financial Statements, Sarbanes-Oxley Act, Finance, Fixed Assets
Education
McNeese State University 2000 — 2002
BS, Accounting
McNeese State University 2000 — 2002
BS, Management
MUSA Financial January 2013 - Present
AIS Insurance Companies July 2012 - January 2013
Select Energy Services February 2012 - June 2012
Select Energy May 2011 - February 2012
Montgomery Coscia Greilich LLP February 2007 - December 2009
Skills
General Ledger, Account Reconciliation, Internal Controls, Financial Reporting, Accounting, QuickBooks, Financial Analysis, GAAP, Tax, Auditing, Financial Statements, Sarbanes-Oxley Act, Finance, Fixed Assets
Education
McNeese State University 2000 — 2002
BS, Accounting
McNeese State University 2000 — 2002
BS, Management
Joy Rios's Montgomery Coscia Greilich LLP Experience February 2013 - January 2014
Job Payroll Manager at Evolution Health
Industry Accounting
Experience
Evolution Health June 2015 - Present
Robert Half Management Resources April 2015 - June 2015
Guardian Healthcare January 2014 - April 2015
Montgomery Coscia Greilich LLP February 2013 - January 2014
Global Equity Finance September 2011 - March 2012
Yamaguchi October 2004 - September 2009
Skills
Income Tax, Accounting, Tax, QuickBooks, Financial Statements, General Ledger, Journal Entries, GAAP, Financial Analysis, Microsoft Excel, Bookkeeping, Payroll, Financial Accounting, Financial Reporting, Tax Preparation, Accounts Payable, Auditing, Account Reconciliation, Tax Returns, Accounts Receivable
Education
University of San Diego 2011 — 2012
Accounting
MiraCosta College 2009 — 2010
Texas Woman's University 2001 — 2003
Bachelors of Science, Merchandising
Evolution Health June 2015 - Present
Robert Half Management Resources April 2015 - June 2015
Guardian Healthcare January 2014 - April 2015
Montgomery Coscia Greilich LLP February 2013 - January 2014
Global Equity Finance September 2011 - March 2012
Yamaguchi October 2004 - September 2009
Skills
Income Tax, Accounting, Tax, QuickBooks, Financial Statements, General Ledger, Journal Entries, GAAP, Financial Analysis, Microsoft Excel, Bookkeeping, Payroll, Financial Accounting, Financial Reporting, Tax Preparation, Accounts Payable, Auditing, Account Reconciliation, Tax Returns, Accounts Receivable
Education
University of San Diego 2011 — 2012
Accounting
MiraCosta College 2009 — 2010
Texas Woman's University 2001 — 2003
Bachelors of Science, Merchandising
Matthew Jeffries, CPA's Montgomery Coscia Greilich LLP Experience September 2014 - Present
Job Tax Manager at MCG
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2014 - Present
BKD CPAs & Advisors October 2013 - September 2014
BKD CPAs & Advisors February 2013 - October 2013
BKD CPAs & Advisors February 2011 - February 2013
BKD, LLP January 2009 - January 2011
Price Waterhouse Coopers February 2008 - May 2008
Skills
Partnerships, Corporations, S Corporations, Oil/Gas, Manufacturing, Industrial Distribution, GoSystems, ProSystem fx Tax, Creative Solutions, Microsoft Excel, Fixed Assets, Financial Analysis, Tax Research, Partnership Taxation, US Tax, FAS109, Tax, CPA, Tax Accounting, Corporate Tax, Income Tax, FIN 48, State Tax, Corporate Tax Planning, Partnership Tax Returns
Education
Texas A&M University 2007 — 2008
MS, Accounting
Texas A&M University 2004 — 2007
BS, Industrial Distribution
Montgomery Coscia Greilich LLP September 2014 - Present
BKD CPAs & Advisors October 2013 - September 2014
BKD CPAs & Advisors February 2013 - October 2013
BKD CPAs & Advisors February 2011 - February 2013
BKD, LLP January 2009 - January 2011
Price Waterhouse Coopers February 2008 - May 2008
Skills
Partnerships, Corporations, S Corporations, Oil/Gas, Manufacturing, Industrial Distribution, GoSystems, ProSystem fx Tax, Creative Solutions, Microsoft Excel, Fixed Assets, Financial Analysis, Tax Research, Partnership Taxation, US Tax, FAS109, Tax, CPA, Tax Accounting, Corporate Tax, Income Tax, FIN 48, State Tax, Corporate Tax Planning, Partnership Tax Returns
Education
Texas A&M University 2007 — 2008
MS, Accounting
Texas A&M University 2004 — 2007
BS, Industrial Distribution
Casee Dodson's Montgomery Coscia Greilich LLP Experience November 2010 - August 2011
Job Tax Manager at Unity Hunt
Industry Accounting
Experience
Unity Hunt August 2011 - Present
Montgomery Coscia Greilich LLP November 2010 - August 2011
Deloitte Tax August 2010 - November 2010
Deloitte Tax September 2008 - August 2010
Education
Texas A&M University - Mays Business School 2007 — 2008
Masters of Science, Accounting
Texas A&M University - Mays Business School 2003 — 2007
Bachelor of Business Administration, Accounting
Unity Hunt August 2011 - Present
Montgomery Coscia Greilich LLP November 2010 - August 2011
Deloitte Tax August 2010 - November 2010
Deloitte Tax September 2008 - August 2010
Education
Texas A&M University - Mays Business School 2007 — 2008
Masters of Science, Accounting
Texas A&M University - Mays Business School 2003 — 2007
Bachelor of Business Administration, Accounting
Laura Phipps's Montgomery Coscia Greilich LLP Experience August 2011 - July 2012
Job Tax Accountant at Allen G. McGuire, C.P.A.
Industry Accounting
Experience
Allen G. McGuire, C.P.A. August 2012 - Present
Montgomery Coscia Greilich LLP August 2011 - July 2012
Armstrong Backus & Co., LLP January 2011 - July 2011
Pratas, Smith & Moore, LLC 2008 - 2009
Skills
Partnership Taxation, Tax, Corporate Tax, GAAP, CPA, Accounting, Income Tax, Tax Research, Tax Preparation, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, US GAAP, Auditing, Tax Accounting, General Ledger, QuickBooks, SEC Filings, Financial Statements, Sarbanes-Oxley Act
Education
Angelo State University 2009 — 2011
MPA, Masters of Professional Accountancy, Accounting
Texas Tech University 2004 — 2008
BBA, Accounting
Allen G. McGuire, C.P.A. August 2012 - Present
Montgomery Coscia Greilich LLP August 2011 - July 2012
Armstrong Backus & Co., LLP January 2011 - July 2011
Pratas, Smith & Moore, LLC 2008 - 2009
Skills
Partnership Taxation, Tax, Corporate Tax, GAAP, CPA, Accounting, Income Tax, Tax Research, Tax Preparation, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, US GAAP, Auditing, Tax Accounting, General Ledger, QuickBooks, SEC Filings, Financial Statements, Sarbanes-Oxley Act
Education
Angelo State University 2009 — 2011
MPA, Masters of Professional Accountancy, Accounting
Texas Tech University 2004 — 2008
BBA, Accounting
Nitasha Gill , CPA's Montgomery Coscia Greilich LLP Experience August 2011 - Present
Job Audit Senior Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2011 - Present
Skills
GAAP, CPA, Audits of Employee..., GAAS, Auditing, Accounting
Education
DeVry University-Texas
Bachelor's degree, Accounting, GPA 4.0 - summa cum laude
Montgomery Coscia Greilich LLP August 2011 - Present
Skills
GAAP, CPA, Audits of Employee..., GAAS, Auditing, Accounting
Education
DeVry University-Texas
Bachelor's degree, Accounting, GPA 4.0 - summa cum laude
Ryan C. Cole, CPA's Montgomery Coscia Greilich LLP Experience April 2013 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2013 - Present
Montgomery Coscia Greilich LLP February 2013 - April 2013
Mayrath & Company, P.C. June 2012 - August 2012
Dalby, Wendland & Co., P.C. January 2012 - March 2012
Reese Henry & Co., Inc. January 2006 - January 2012
Saville, Dodgen & Co. August 2004 - November 2005
Reese Henry & Co., Inc. November 2003 - August 2004
Henry Held & Reilly, LLLP January 2001 - October 2003
Lane Gorman Trubitt PLLC November 1999 - December 2000
PayVision, Inc. December 1998 - November 1999
Skills
Income Tax, Tax Research, Tax, Corporate Tax, Tax Preparation, CCH ProSystem fx, RIA Checkpoint, QuickBooks, Partnership Taxation, S Corporations, High Net Worth..., Accounting, Financial Statements, ProSystem fx Tax
Education
Texas A&M University-Commerce 1997 — 1998
Bachelor of Professional Accountancy, Accounting
The University of Texas at Austin 1991 — 1996
Accounting and Computer Science
Montgomery Coscia Greilich LLP April 2013 - Present
Montgomery Coscia Greilich LLP February 2013 - April 2013
Mayrath & Company, P.C. June 2012 - August 2012
Dalby, Wendland & Co., P.C. January 2012 - March 2012
Reese Henry & Co., Inc. January 2006 - January 2012
Saville, Dodgen & Co. August 2004 - November 2005
Reese Henry & Co., Inc. November 2003 - August 2004
Henry Held & Reilly, LLLP January 2001 - October 2003
Lane Gorman Trubitt PLLC November 1999 - December 2000
PayVision, Inc. December 1998 - November 1999
Skills
Income Tax, Tax Research, Tax, Corporate Tax, Tax Preparation, CCH ProSystem fx, RIA Checkpoint, QuickBooks, Partnership Taxation, S Corporations, High Net Worth..., Accounting, Financial Statements, ProSystem fx Tax
Education
Texas A&M University-Commerce 1997 — 1998
Bachelor of Professional Accountancy, Accounting
The University of Texas at Austin 1991 — 1996
Accounting and Computer Science