Moore Stephens Wurth Frazer and Torbet, LLP
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Moore Stephens Wurth Frazer and Torbet, LLP Employees
Employee
Years
Job
Industry
John J. Pulles, CPA Inc. John J. Pulles, CPA Inc.'s Moore Stephens Wurth Frazer and Torbet, LLP Experience December 1999 - May 2003
Job Accounting, Tax Planning, Real Estate
Industry Accounting
Experience
John J. Pulles CPA June 1985 - Present
Neal Reitz & Co, CPA's July 2006 - January 2013
Moore Stephens Wurth Frazer and Torbet, LLP December 1999 - May 2003
UCI Medical Affiliates 1993 - 1997
Skills
Accounting, Tax Preparation, General Ledger, Financial Reporting, CPA, Finance, QuickBooks, Internal Controls, GAAP, Financial Analysis, Financial Planning, Invoicing, Tax, Financial Statements, Fixed Assets, Balance, Certified Public..., Cash Flow, Financial Planners, Insurance, Commercial Insurance, Real Estate, Commercial Real Estate, Property Management
Education
Chapman University 1988 — 1993
Bachelor of Science (BS), Business Administration and Accounting
The George Washington University 1974 — 1975
completed two years, Pre-Medicine/Pre-Medical Studies
John J. Pulles CPA June 1985 - Present
Neal Reitz & Co, CPA's July 2006 - January 2013
Moore Stephens Wurth Frazer and Torbet, LLP December 1999 - May 2003
UCI Medical Affiliates 1993 - 1997
Skills
Accounting, Tax Preparation, General Ledger, Financial Reporting, CPA, Finance, QuickBooks, Internal Controls, GAAP, Financial Analysis, Financial Planning, Invoicing, Tax, Financial Statements, Fixed Assets, Balance, Certified Public..., Cash Flow, Financial Planners, Insurance, Commercial Insurance, Real Estate, Commercial Real Estate, Property Management
Education
Chapman University 1988 — 1993
Bachelor of Science (BS), Business Administration and Accounting
The George Washington University 1974 — 1975
completed two years, Pre-Medicine/Pre-Medical Studies
Jane McPherson Jane McPherson's Moore Stephens Wurth Frazer and Torbet, LLP Experience June 1997 - October 2002
Job CPA, Interim Financial Services Director
Industry Government Administration
Experience
City of Oceanside December 2014 - Present
City of Oceanside May 2010 - December 2014
Toastmasters International June 2004 - November 2009
Rogers, Clem & Company October 2002 - June 2004
Moore Stephens Wurth Frazer and Torbet, LLP June 1997 - October 2002
Skills
Internal Controls, Project Planning, CPA, Tax, Leadership, Auditing, Strategic Planning, GAAP, Payroll, Budgets, Human Resources, Management, Government, Accounting, Analysis, Public Speaking, Insurance, Customer Service, Training, Project Management, Policy, Nonprofits, Access, Financial Analysis, Process Improvement, Time Management
Education
University of San Diego 1978 — 1982
Bachelor of Business Administration
City of Oceanside December 2014 - Present
City of Oceanside May 2010 - December 2014
Toastmasters International June 2004 - November 2009
Rogers, Clem & Company October 2002 - June 2004
Moore Stephens Wurth Frazer and Torbet, LLP June 1997 - October 2002
Skills
Internal Controls, Project Planning, CPA, Tax, Leadership, Auditing, Strategic Planning, GAAP, Payroll, Budgets, Human Resources, Management, Government, Accounting, Analysis, Public Speaking, Insurance, Customer Service, Training, Project Management, Policy, Nonprofits, Access, Financial Analysis, Process Improvement, Time Management
Education
University of San Diego 1978 — 1982
Bachelor of Business Administration
Monica Howard Monica Howard's Moore Stephens Wurth Frazer and Torbet, LLP Experience 1993 - 2003
Job Accountant, Corporate Finance at Professional Hospital Supply, Inc.
Industry Medical Devices
Experience
Professional Hospital Supply, Inc., a division of Medline Industries, Inc. July 2014 - Present
Pancon Corporation August 2013 - July 2014
Sunstone Components Group, Inc. 2004 - August 2013
KDH Construction, Inc. 2001 - 2010
Moore Stephens Wurth Frazer and Torbet, LLP 1993 - 2003
Skills
Accounting, Finance, Budgets, General Ledger, Financial Reporting, Financial Analysis, Account Reconciliation, Journal Entries, Oral & Written..., Microsoft Excel, Pivot Tables, Microsoft Office, IQMS ERP, QuickBooks, TValue, Fixed Assets, Accounts Payable, Accounts Receivable, Bank Reconciliation, Payroll, GAAP, Financial Statements, Auditing, Bookkeeping, Microsoft Word, US GAAP, Internal Controls, Financial Accounting
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration with concentration in Accounting
Professional Hospital Supply, Inc., a division of Medline Industries, Inc. July 2014 - Present
Pancon Corporation August 2013 - July 2014
Sunstone Components Group, Inc. 2004 - August 2013
KDH Construction, Inc. 2001 - 2010
Moore Stephens Wurth Frazer and Torbet, LLP 1993 - 2003
Skills
Accounting, Finance, Budgets, General Ledger, Financial Reporting, Financial Analysis, Account Reconciliation, Journal Entries, Oral & Written..., Microsoft Excel, Pivot Tables, Microsoft Office, IQMS ERP, QuickBooks, TValue, Fixed Assets, Accounts Payable, Accounts Receivable, Bank Reconciliation, Payroll, GAAP, Financial Statements, Auditing, Bookkeeping, Microsoft Word, US GAAP, Internal Controls, Financial Accounting
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration with concentration in Accounting
Luke Chen Luke Chen's Moore Stephens Wurth Frazer and Torbet, LLP Experience February 2011 - Present
Job Senior Accountant at Carpenter, Petersen & Associates, CPA's
Industry Accounting
Experience
Carpenter, Petersen & Associates, CPA's December 2014 - Present
Moore Stephens Wurth Frazer and Torbet, LLP February 2011 - Present
Skills
GAAP, Internal Controls, Financial Reporting, Auditing, Accounting, General Ledger, Tax, Financial Statements, CPA, Tax Preparation, US GAAP, QuickBooks, Sarbanes-Oxley Act
Education
University of California, Riverside 2006 — 2010
Bachelor of Science (BS), Business Administration and Management
Carpenter, Petersen & Associates, CPA's December 2014 - Present
Moore Stephens Wurth Frazer and Torbet, LLP February 2011 - Present
Skills
GAAP, Internal Controls, Financial Reporting, Auditing, Accounting, General Ledger, Tax, Financial Statements, CPA, Tax Preparation, US GAAP, QuickBooks, Sarbanes-Oxley Act
Education
University of California, Riverside 2006 — 2010
Bachelor of Science (BS), Business Administration and Management
Ted Hunsaker Ted Hunsaker's Moore Stephens Wurth Frazer and Torbet, LLP Experience August 2005 - March 2009
Job Tax Accountant
Industry Accounting
Experience
George W Teats, CPA June 2013 - April 2014
JLK Rosenberger LLP CPA's January 2012 - June 2013
Moore Stephens Wurth Frazer and Torbet, LLP August 2005 - March 2009
Skills
Entrepreneurship, Tax, Accounting, Financial Reporting, QuickBooks, Auditing, CPA, Financial Accounting, Tax Preparation, Income Tax, Due Diligence
Education
California State University-Fullerton 2002 — 2005
Bachelors, Accounting
George W Teats, CPA June 2013 - April 2014
JLK Rosenberger LLP CPA's January 2012 - June 2013
Moore Stephens Wurth Frazer and Torbet, LLP August 2005 - March 2009
Skills
Entrepreneurship, Tax, Accounting, Financial Reporting, QuickBooks, Auditing, CPA, Financial Accounting, Tax Preparation, Income Tax, Due Diligence
Education
California State University-Fullerton 2002 — 2005
Bachelors, Accounting
Matt Woodard Matt Woodard's Moore Stephens Wurth Frazer and Torbet, LLP Experience October 2004 - December 2009
Job Partner at JLK Rosenberger LLP CPAs
Industry Accounting
Experience
JLK Rosenberger LLP CPAs July 2015 - Present
JLK Rosenberger LLP CPAs January 2010 - Present
Moore Stephens Wurth Frazer and Torbet, LLP October 2004 - December 2009
ADP January 2003 - September 2004
Deloitte September 2000 - December 2002
Skills
GAAP, US GAAP, Financial Reporting, Financial Analysis
Education
California State Polytechnic University-Pomona 1997 — 2000
Bachelor of Science (BS), Accounting
JLK Rosenberger LLP CPAs July 2015 - Present
JLK Rosenberger LLP CPAs January 2010 - Present
Moore Stephens Wurth Frazer and Torbet, LLP October 2004 - December 2009
ADP January 2003 - September 2004
Deloitte September 2000 - December 2002
Skills
GAAP, US GAAP, Financial Reporting, Financial Analysis
Education
California State Polytechnic University-Pomona 1997 — 2000
Bachelor of Science (BS), Accounting
Julie Strother Julie Strother's Moore Stephens Wurth Frazer and Torbet, LLP Experience January 1987 - November 2004
Job Accountant at Collier, Jernigan & Goedert, P.A
Industry Accounting
Experience
Collier, Jernigan & Goedert, P.A July 2005 - Present
Collier, Jernigan & Goedert, P.A July 2005 - Present
Moore Stephens Wurth Frazer and Torbet, LLP January 1987 - November 2004
Wurth & Company 1987 - 2004
Skills
QuickBooks, Sales Tax, Tax Preparation, Tax Returns, Income Tax, Corporate Tax, Journal Entries, Tax, Bookkeeping, General Ledger, Preparation, Account Reconciliation, Financial Reporting, Accounting, Financial Accounting, Accounts Receivable, Payroll, Accounts Payable
Education
Cypress College
Associate's degree, Accounting
Magnolia High School
Cypress College, Accounting
Collier, Jernigan & Goedert, P.A July 2005 - Present
Collier, Jernigan & Goedert, P.A July 2005 - Present
Moore Stephens Wurth Frazer and Torbet, LLP January 1987 - November 2004
Wurth & Company 1987 - 2004
Skills
QuickBooks, Sales Tax, Tax Preparation, Tax Returns, Income Tax, Corporate Tax, Journal Entries, Tax, Bookkeeping, General Ledger, Preparation, Account Reconciliation, Financial Reporting, Accounting, Financial Accounting, Accounts Receivable, Payroll, Accounts Payable
Education
Cypress College
Associate's degree, Accounting
Magnolia High School
Cypress College, Accounting
Claire Ge Claire Ge's Moore Stephens Wurth Frazer and Torbet, LLP Experience November 2009 - March 2011
Job CPA, Senior SEC Financial Reporting Analyst at Southern California Edison (SCE)
Industry Accounting
Experience
Southern California Edison (SCE) January 2015 - Present
PwC March 2011 - January 2015
Moore Stephens Wurth Frazer and Torbet, LLP November 2009 - March 2011
KPMG LLP September 2008 - September 2009
KOKUYO March 2004 - May 2007
Skills
Financial Reporting, Internal Controls, SEC filings, CPA, Percentage of Completion, US GAAP reporting, Accounting, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
Master, Accounting
Shanghai University 1998 — 2002
Bachelor, Management
middle school
Southern California Edison (SCE) January 2015 - Present
PwC March 2011 - January 2015
Moore Stephens Wurth Frazer and Torbet, LLP November 2009 - March 2011
KPMG LLP September 2008 - September 2009
KOKUYO March 2004 - May 2007
Skills
Financial Reporting, Internal Controls, SEC filings, CPA, Percentage of Completion, US GAAP reporting, Accounting, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
Master, Accounting
Shanghai University 1998 — 2002
Bachelor, Management
middle school
Agnes Boros Agnes Boros's Moore Stephens Wurth Frazer and Torbet, LLP Experience 1996 - 2002
Job Independent Accounting Professional
Industry Accounting
Experience
Various Companies September 2004 - Present
Matura Farrington Staffing Services, Inc. 2010 - 2011
OCLAFCO 2009 - 2010
Action Health Care, Inc. 2006 - 2010
Moore Stephens Wurth Frazer and Torbet LLP 1996 - 2002
Skills
Due Diligence, Accounting, CPA, Management Consulting, Strategic Planning, Tax, Payroll, Financial Analysis, GAAP
Education
California State Polytechnic University-Pomona 1993 — 1996
Various Companies September 2004 - Present
Matura Farrington Staffing Services, Inc. 2010 - 2011
OCLAFCO 2009 - 2010
Action Health Care, Inc. 2006 - 2010
Moore Stephens Wurth Frazer and Torbet LLP 1996 - 2002
Skills
Due Diligence, Accounting, CPA, Management Consulting, Strategic Planning, Tax, Payroll, Financial Analysis, GAAP
Education
California State Polytechnic University-Pomona 1993 — 1996
Rocio Sevilla Wimbush, CPA Rocio Sevilla Wimbush, CPA's Moore Stephens Wurth Frazer and Torbet, LLP Experience October 2008 - July 2011
Job Accounting Manager at Bluebeam Software, Inc.
Industry Accounting
Experience
Bluebeam Software, Inc. September 2014 - Present
Nobel Biocare July 2011 - August 2014
Moore Stephens Wurth Frazer and Torbet, LLP October 2008 - July 2011
MIECO INC. September 2006 - September 2008
Yellow Book USA 2005 - 2006
Skills
Fixed Assets, Accounting, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Forecasting, Financial Statements, Internal Audit, Management Accounting, Financial Analysis, QuickBooks, Finance, Microsoft Excel, Due Diligence, Tax Preparation, Strategic Financial..., SAP ERP, Consolidated Financial..., Compliance, IFRS, Indirect Taxation, General Ledger, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Planning, Tax, CPA
Education
San Diego State University-California State University 2003 — 2005
Bachelor's Degree, Accountancy
Bluebeam Software, Inc. September 2014 - Present
Nobel Biocare July 2011 - August 2014
Moore Stephens Wurth Frazer and Torbet, LLP October 2008 - July 2011
MIECO INC. September 2006 - September 2008
Yellow Book USA 2005 - 2006
Skills
Fixed Assets, Accounting, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Forecasting, Financial Statements, Internal Audit, Management Accounting, Financial Analysis, QuickBooks, Finance, Microsoft Excel, Due Diligence, Tax Preparation, Strategic Financial..., SAP ERP, Consolidated Financial..., Compliance, IFRS, Indirect Taxation, General Ledger, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Planning, Tax, CPA
Education
San Diego State University-California State University 2003 — 2005
Bachelor's Degree, Accountancy
Jana Plummer Jana Plummer's Moore Stephens Wurth Frazer and Torbet, LLP Experience 1984 - 1988
Job Tax Manager at Prim Ventures LLC
Industry Real Estate
Experience
Prim Ventures Inc July 2011 - Present
Newhall Land January 1988 - February 2011
Moore Stephens Wurth Frazer and Torbet, LLP 1984 - 1988
Frazer & Torbet 1984 - 1988
Education
California State University-Chico 1976 — 1981
Prim Ventures Inc July 2011 - Present
Newhall Land January 1988 - February 2011
Moore Stephens Wurth Frazer and Torbet, LLP 1984 - 1988
Frazer & Torbet 1984 - 1988
Education
California State University-Chico 1976 — 1981
William Rosenberger William Rosenberger's Moore Stephens Wurth Frazer and Torbet, LLP Experience 1996 - 2000
Job Partner at JLK Rosenberger, LLP
Industry Accounting
Experience
JLK Rosenberger, LLP December 2002 - Present
Moore Stephens - London July 2000 - November 2002
Moore Stephens Concorde - Milan January 2000 - June 2000
Moore Stephens Wurth Frazer and Torbet, LLP 1996 - 2000
Skills
GAAP, Financial Reporting, Internal Controls, Auditing, Property & Casualty..., Workers Compensation, Insurance, Statutory Accounting, Captives, Accounting, Start-ups, Financial Risk, US GAAP, Financial Audits, CPA, Nonprofits, Self-insured
Education
California State University-Northridge 1990 — 1995
BS, Business Administration - Accounting Theory and Practice
JLK Rosenberger, LLP December 2002 - Present
Moore Stephens - London July 2000 - November 2002
Moore Stephens Concorde - Milan January 2000 - June 2000
Moore Stephens Wurth Frazer and Torbet, LLP 1996 - 2000
Skills
GAAP, Financial Reporting, Internal Controls, Auditing, Property & Casualty..., Workers Compensation, Insurance, Statutory Accounting, Captives, Accounting, Start-ups, Financial Risk, US GAAP, Financial Audits, CPA, Nonprofits, Self-insured
Education
California State University-Northridge 1990 — 1995
BS, Business Administration - Accounting Theory and Practice
Eric Kwon, CPA's Moore Stephens Wurth Frazer and Torbet, LLP Experience January 2008 - October 2009
Job Chief Executive Officer at BeatSonic USA Inc.
Industry Automotive
Experience
RS-R USA September 2013 - Present
Beat-Sonic USA Inc. January 2010 - Present
MOORE STEPHENS WURTH FRAZER AND TORBET, LLP January 2008 - October 2009
FIRST ASSOCIATED MORTGAGE September 2002 - August 2003
FANTASTIC SHOTS February 1998 - August 2002
WORLD FINANCIAL GROUP SECURITIES, INC May 2000 - July 2002
Skills
Financial Reporting, Accounting, Cash Flow, Analysis, Auditing, Financial Analysis, Financial Modeling, Korean, Japanese, Microsoft Office, Forecasting, Customer Service, English, Due Diligence, Quickbooks, Automotive, Customer Relations, Budgeting, Compliance, Financial Planning, Strategic Planning, Investments, Business Planning, Manufacturing, Problem Solving, Business Strategy, Insurance, Market Research, Social Media Marketing, Business Intelligence, International Business, Product Development, Start-up Ventures, Strategic Partnerships, Entrepreneurship, Microsoft Word, QuickBooks, Microsoft Excel
Education
California State University-Fullerton 2005 — 2007
BS, Accounting and Finance
RS-R USA September 2013 - Present
Beat-Sonic USA Inc. January 2010 - Present
MOORE STEPHENS WURTH FRAZER AND TORBET, LLP January 2008 - October 2009
FIRST ASSOCIATED MORTGAGE September 2002 - August 2003
FANTASTIC SHOTS February 1998 - August 2002
WORLD FINANCIAL GROUP SECURITIES, INC May 2000 - July 2002
Skills
Financial Reporting, Accounting, Cash Flow, Analysis, Auditing, Financial Analysis, Financial Modeling, Korean, Japanese, Microsoft Office, Forecasting, Customer Service, English, Due Diligence, Quickbooks, Automotive, Customer Relations, Budgeting, Compliance, Financial Planning, Strategic Planning, Investments, Business Planning, Manufacturing, Problem Solving, Business Strategy, Insurance, Market Research, Social Media Marketing, Business Intelligence, International Business, Product Development, Start-up Ventures, Strategic Partnerships, Entrepreneurship, Microsoft Word, QuickBooks, Microsoft Excel
Education
California State University-Fullerton 2005 — 2007
BS, Accounting and Finance
Lindsay Troge's Moore Stephens Wurth Frazer and Torbet, LLP Experience August 2001 - July 2003
Job Director of Marketing at Town and Country Manor
Industry Marketing and Advertising
Experience
Town and Country Manor May 2013 - Present
ReFresh Talent Agency August 2011 - May 2013
Cookie Lee July 2003 - August 2011
Moore Stephens Wurth Frazer and Torbet, LLP August 2001 - July 2003
Skills
Social Media, Social Media Marketing, Email Marketing, Photoshop, Event Planning, Creative Direction, Social Networking, Marketing Communications, Facebook
Education
Biola University 1998 — 2002
BA, English
Town and Country Manor May 2013 - Present
ReFresh Talent Agency August 2011 - May 2013
Cookie Lee July 2003 - August 2011
Moore Stephens Wurth Frazer and Torbet, LLP August 2001 - July 2003
Skills
Social Media, Social Media Marketing, Email Marketing, Photoshop, Event Planning, Creative Direction, Social Networking, Marketing Communications, Facebook
Education
Biola University 1998 — 2002
BA, English
Gloria Su's Moore Stephens Wurth Frazer and Torbet, LLP Experience July 2006 - December 2010
Job Tax Senior Manager at SingerLewak LLP
Industry Accounting
Experience
SingerLewak LLP January 2011 - Present
Moore Stephens Wurth Frazer and Torbet, LLP July 2006 - December 2010
Skeehan & Company 2001 - 2006
Skills
Tax Research, Tax, Accounting, Auditing, CPA, Corporate Tax, Financial Reporting, GAAP, Income Tax, Internal Controls, SEC filings, Tax Accounting, Tax Preparation
Education
University of Southern California 2007 — 2010
Masters, Taxation
University of California, San Diego 1997 — 2000
Bachelor of Science (BS), Management Science
SingerLewak LLP January 2011 - Present
Moore Stephens Wurth Frazer and Torbet, LLP July 2006 - December 2010
Skeehan & Company 2001 - 2006
Skills
Tax Research, Tax, Accounting, Auditing, CPA, Corporate Tax, Financial Reporting, GAAP, Income Tax, Internal Controls, SEC filings, Tax Accounting, Tax Preparation
Education
University of Southern California 2007 — 2010
Masters, Taxation
University of California, San Diego 1997 — 2000
Bachelor of Science (BS), Management Science
Casey Atwater, CPA's Moore Stephens Wurth Frazer and Torbet, LLP Experience January 2008 - May 2008
Job AVP & Financial Reporting Manager at Citizens Business Bank
Industry Accounting
Experience
Citizens Business Bank February 2015 - Present
McGladrey October 2013 - January 2015
KPMG October 2011 - May 2013
McGladrey & Pullen September 2008 - September 2011
Moore Stephens Wurth Frazer and Torbet, LLP January 2008 - May 2008
Skills
US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Accounting, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, External Audit, Assurance, Financial Audits, Sarbanes-Oxley, Financial Statements, Consolidation, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelors, Accounting
Grossmont High School 1999 — 2003
High School Diploma, General Studies
Citizens Business Bank February 2015 - Present
McGladrey October 2013 - January 2015
KPMG October 2011 - May 2013
McGladrey & Pullen September 2008 - September 2011
Moore Stephens Wurth Frazer and Torbet, LLP January 2008 - May 2008
Skills
US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Accounting, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, External Audit, Assurance, Financial Audits, Sarbanes-Oxley, Financial Statements, Consolidation, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelors, Accounting
Grossmont High School 1999 — 2003
High School Diploma, General Studies
James C. Lu's Moore Stephens Wurth Frazer and Torbet, LLP Experience January 2002 - June 2008
Job Owner, Lu & Associates Accountancy Corp
Industry Accounting
Experience
Lu & Associates Accountancy Corporation July 2009 - Present
Moore Stephens Wurth Frazer and Torbet LLP January 2002 - June 2008
Skills
QuickBooks, GAAP, CPA, Tax Preparation, Tax Research, Tax, Income Tax, Corporate Tax, Partnership Taxation, Financial Statements, Tax Returns, Internal Controls, Financial Accounting, Tax Accounting, Fixed Assets, General Ledger
Education
Golden Gate University 2004 — 2006
M.S., Taxation
Lu & Associates Accountancy Corporation July 2009 - Present
Moore Stephens Wurth Frazer and Torbet LLP January 2002 - June 2008
Skills
QuickBooks, GAAP, CPA, Tax Preparation, Tax Research, Tax, Income Tax, Corporate Tax, Partnership Taxation, Financial Statements, Tax Returns, Internal Controls, Financial Accounting, Tax Accounting, Fixed Assets, General Ledger
Education
Golden Gate University 2004 — 2006
M.S., Taxation
Rob Osterbauer's Moore Stephens Wurth Frazer and Torbet, LLP Experience October 2001 - May 2005
Job EVP/Chief Lending Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank April 2012 - November 2013
Rabobank 2005 - April 2012
Moore Stephens Wurth Frazer and Torbet, LLP October 2001 - May 2005
Barbich Longcrier Hooper and King CPAs January 1999 - October 2001
Skills
CPA, Accounting, Loans, Financial Modeling, Financial Analysis, Cash Management, Credit, Credit Analysis, Strategic Financial..., Finance, Banking, Corporate Finance, Credit Risk, Mergers & Acquisitions, Financial Reporting, Due Diligence
Education
Cal Poly San Luis Obispo 1996 — 1998
MBA, Business Administration
UC Santa Barbara 1990 — 1994
BA, Business Economics
Heritage Oaks Bank April 2012 - November 2013
Rabobank 2005 - April 2012
Moore Stephens Wurth Frazer and Torbet, LLP October 2001 - May 2005
Barbich Longcrier Hooper and King CPAs January 1999 - October 2001
Skills
CPA, Accounting, Loans, Financial Modeling, Financial Analysis, Cash Management, Credit, Credit Analysis, Strategic Financial..., Finance, Banking, Corporate Finance, Credit Risk, Mergers & Acquisitions, Financial Reporting, Due Diligence
Education
Cal Poly San Luis Obispo 1996 — 1998
MBA, Business Administration
UC Santa Barbara 1990 — 1994
BA, Business Economics
John (Jongwon) Rhee's Moore Stephens Wurth Frazer and Torbet, LLP Experience January 2007 - August 2008
Job Tax manager at KPMG LLP
Industry Accounting
Experience
KPMG US October 2013 - Present
KPMG US November 2010 - October 2013
WTAS August 2009 - November 2010
Moore Stephens Wurth Frazer and Torbet, LLP January 2007 - August 2008
Skills
Tax, Tax Research, Auditing, Tax Accounting, CPA, Income Tax, Partnership Taxation, Accounting, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation
Education
University of Southern California 2004 — 2005
Master's Degree, Accounting
University of California, Los Angeles 1999 — 2002
BA, Bussiness/Economics
KPMG US October 2013 - Present
KPMG US November 2010 - October 2013
WTAS August 2009 - November 2010
Moore Stephens Wurth Frazer and Torbet, LLP January 2007 - August 2008
Skills
Tax, Tax Research, Auditing, Tax Accounting, CPA, Income Tax, Partnership Taxation, Accounting, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation
Education
University of Southern California 2004 — 2005
Master's Degree, Accounting
University of California, Los Angeles 1999 — 2002
BA, Bussiness/Economics
Nathan Hanson's Moore Stephens Wurth Frazer and Torbet, LLP Experience July 2009 - January 2010
Job Partner at Findlay & Hanson CPAS
Industry Accounting
Experience
Findlay & Hanson CPAS January 2013 - Present
Nathan A. Hanson, CPA January 2010 - December 2012
Moore Stephens Wurth Frazer and Torbet, LLP July 2009 - January 2010
PricewaterhouseCoopers September 2008 - July 2009
PricewaterhouseCoopers April 2006 - September 2008
Skills
Tax, Accounting, CPA, Corporate Tax, Income Tax, Financial Planners, Tax Accounting, GAAP, Financial Reporting, Financial Analysis, Tax Research, Tax Preparation, Internal Controls
Education
Brigham Young University 2005 — 2006
Masters of Accountancy, Tax
Brigham Young University 2000 — 2004
Bachelor's degree, Accounting
Findlay & Hanson CPAS January 2013 - Present
Nathan A. Hanson, CPA January 2010 - December 2012
Moore Stephens Wurth Frazer and Torbet, LLP July 2009 - January 2010
PricewaterhouseCoopers September 2008 - July 2009
PricewaterhouseCoopers April 2006 - September 2008
Skills
Tax, Accounting, CPA, Corporate Tax, Income Tax, Financial Planners, Tax Accounting, GAAP, Financial Reporting, Financial Analysis, Tax Research, Tax Preparation, Internal Controls
Education
Brigham Young University 2005 — 2006
Masters of Accountancy, Tax
Brigham Young University 2000 — 2004
Bachelor's degree, Accounting
Yimeng Shan's Moore Stephens Wurth Frazer and Torbet, LLP Experience StaffFrazer, LLPDecember 2010 - Present
Job Staff at Frazer, LLP
Industry Accounting
Experience
Moore Stephens Wurth Frazer and Torbet, LLP StaffFrazer, LLPDecember 2010 - Present
Education
University of New Brunswick 2006 — 2010
Bachelor, Accounting and Economics
Moore Stephens Wurth Frazer and Torbet, LLP StaffFrazer, LLPDecember 2010 - Present
Education
University of New Brunswick 2006 — 2010
Bachelor, Accounting and Economics
Anna Choung's Moore Stephens Wurth Frazer and Torbet, LLP Experience December 2007 - June 2011
Job Accounting Professional
Industry Accounting
Experience
Moore Stephens Wurth Frazer and Torbet, LLP December 2007 - June 2011
Armanino McKenna LLP September 2005 - December 2007
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics
Moore Stephens Wurth Frazer and Torbet, LLP December 2007 - June 2011
Armanino McKenna LLP September 2005 - December 2007
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics
Caron Ketchie Carsten's Moore Stephens Wurth Frazer and Torbet, LLP Experience September 2006 - May 2007
Job Controller at Bennett & Bennett Inc.
Industry Construction
Experience
Bennett & Bennett, Inc. March 2013 - Present
MBT, Inc. May 2012 - March 2013
Western Milling, LLC May 2008 - May 2012
M. Green & Company, CPAs, LLP June 2007 - April 2008
Moore Stephens Wurth Frazer and Torbet, LLP September 2006 - May 2007
M. Green & Company, CPAs, LLC September 2003 - August 2006
Skills
Financial Statements, Auditing, Financial Analysis, Bookkeeping, Internal Controls, Forecasting, Budgets, Tax Returns, Accounts Payable, Financial Reporting, Payroll, Process Automation, Accounting, Account Reconciliation, Cost Accounting, GAAP
Education
California State University-Fresno 2000 — 2003
BS, Business Administration-Accountancy
Central Valley Christian School
Golden West High School
Bennett & Bennett, Inc. March 2013 - Present
MBT, Inc. May 2012 - March 2013
Western Milling, LLC May 2008 - May 2012
M. Green & Company, CPAs, LLP June 2007 - April 2008
Moore Stephens Wurth Frazer and Torbet, LLP September 2006 - May 2007
M. Green & Company, CPAs, LLC September 2003 - August 2006
Skills
Financial Statements, Auditing, Financial Analysis, Bookkeeping, Internal Controls, Forecasting, Budgets, Tax Returns, Accounts Payable, Financial Reporting, Payroll, Process Automation, Accounting, Account Reconciliation, Cost Accounting, GAAP
Education
California State University-Fresno 2000 — 2003
BS, Business Administration-Accountancy
Central Valley Christian School
Golden West High School
Anne Kee's Moore Stephens Wurth Frazer and Torbet, LLP Experience April 2008 - June 2008
Job Director of Payroll State and Local Tax Compliance at Teach For America
Industry Nonprofit Organization Management
Experience
Teach For America November 2014 - Present
Teach For America October 2012 - October 2014
VXI Global Solutions, Inc July 2008 - July 2012
Moore Stephens Wurth Frazer and Torbet, LLP April 2008 - June 2008
Skills
ADP Payroll, ADP Reporting, Kronos Timekeeping, QuickBooks, Timberline Accounting, CCH ProSystem fx, Financial Audits, Account Reconciliation, Compensation Structure..., Payroll Conversions, Cost Variance Analysis, Internal Control..., Project Management, Training, Compensation Structures, Payroll, CRM, Microsoft Excel, Leadership, Accounts Payable, Workday Payroll, Workday Report Writer, Process Improvement, Management
Education
University of California, Los Angeles 2009 — 2009
Professional Designation, Finance and Financial Management Services, 3.8 /4.0
University of California, Los Angeles 2006 — 2007
Professional Designation, Accounting, 3.8 / 4.0
University of Nebraska-Lincoln 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.8 / 4.0
INTI College Subang Jaya 1998 — 2000
Diploma, Business/Commerce, General, 3.5 / 4.0
Teach For America November 2014 - Present
Teach For America October 2012 - October 2014
VXI Global Solutions, Inc July 2008 - July 2012
Moore Stephens Wurth Frazer and Torbet, LLP April 2008 - June 2008
Skills
ADP Payroll, ADP Reporting, Kronos Timekeeping, QuickBooks, Timberline Accounting, CCH ProSystem fx, Financial Audits, Account Reconciliation, Compensation Structure..., Payroll Conversions, Cost Variance Analysis, Internal Control..., Project Management, Training, Compensation Structures, Payroll, CRM, Microsoft Excel, Leadership, Accounts Payable, Workday Payroll, Workday Report Writer, Process Improvement, Management
Education
University of California, Los Angeles 2009 — 2009
Professional Designation, Finance and Financial Management Services, 3.8 /4.0
University of California, Los Angeles 2006 — 2007
Professional Designation, Accounting, 3.8 / 4.0
University of Nebraska-Lincoln 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.8 / 4.0
INTI College Subang Jaya 1998 — 2000
Diploma, Business/Commerce, General, 3.5 / 4.0
Nancy O'Hara's Moore Stephens Wurth Frazer and Torbet, LLP Experience January 1998 - February 2000
Job Operations Manager Client Services at Affinion Group
Industry Marketing and Advertising
Experience
Affinion Group January 2010 - Present
Affinion Group August 2007 - January 2010
Creative Financial Staffing (CFS) September 2006 - May 2007
Byrd, Proctor & Mills June 2001 - September 2006
AppleOne January 2001 - June 2001
Moore Stephens Wurth Frazer and Torbet, LLP January 1998 - February 2000
Perrin Manurfacturing August 1994 - February 1998
Skills
Leadership, Management, Sales, Direct Marketing, Project Management, Account Management, Marketing, Process Improvement
Education
Middle Tennessee State University
Bachelor's degree, Organizational Leadership
Affinion Group January 2010 - Present
Affinion Group August 2007 - January 2010
Creative Financial Staffing (CFS) September 2006 - May 2007
Byrd, Proctor & Mills June 2001 - September 2006
AppleOne January 2001 - June 2001
Moore Stephens Wurth Frazer and Torbet, LLP January 1998 - February 2000
Perrin Manurfacturing August 1994 - February 1998
Skills
Leadership, Management, Sales, Direct Marketing, Project Management, Account Management, Marketing, Process Improvement
Education
Middle Tennessee State University
Bachelor's degree, Organizational Leadership
Mary Ellen Gross's Moore Stephens Wurth Frazer and Torbet, LLP Experience 1988 - 1989
Job Accounting and Auditing Manager dedicated to Analyzing and Improving Customer Service
Industry Accounting
Experience
Circuit City Stores, Inc. 1991 - 1998
Circuit City Stores, Inc. 1989 - 1991
Moore Stephens Wurth Frazer and Torbet, LLP 1988 - 1989
Moore Stephens Wurth Frazer and Torbet, LLP 1985 - 1988
Skills
Management, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Business Administration/Accounting
Circuit City Stores, Inc. 1991 - 1998
Circuit City Stores, Inc. 1989 - 1991
Moore Stephens Wurth Frazer and Torbet, LLP 1988 - 1989
Moore Stephens Wurth Frazer and Torbet, LLP 1985 - 1988
Skills
Management, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Business Administration/Accounting