moss adams
Industry: Accounting company
DescriptionMoss Adams LLP is one of the 15 largest public accounting firms in the United States and provides accounting, tax and consulting services to public and private middle-market enterprises in many different industries. Headquarters: Seattle, WA CEO: Chris Schmidt President: Dave Follett Number of employees: 2,900 Number of locations: 28 Subsidiaries: Hein & Associates LLP,
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moss adams Employees
Employee
Years
Job
Industry
Francine Gray Francine Gray's moss adams Experience 1998 - 1999
Job Director/Associate Vice President, Administration
Industry Financial Services
Experience
Caring Ministries January 2014 - Present
Transamerica Retirement Services 2006 - Present
Fidelity Investments January 2002 - December 2005
Fidelity Investments 2000 - 2002
Moss Adams 1998 - 1999
Los Angeles Unified School District 1996 - 1998
Kravitz, Inc. 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Profit Sharing, Financial Services, Mutual Funds, Qualified Retirement..., Retirement, Defined Contribution, Series 63, Benefits Administration, Securities, Investment Advisory, Strategic Financial..., Fixed Income, Asset Allocation, Relationship Management, ERISA, Series 7, CRM, Insurance, Employee Benefits, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Business Planning, FINRA, Investments, Instructional Design, Instruction, Adult Education, Christian Ministry, Education, Educational Leadership
Education
University of Phoenix 2007 — 2008
Masters, Adult Education and Distance Learning
University of California, Los Angeles 1987 — 1991
BS, Applied Mathematics
Caring Ministries January 2014 - Present
Transamerica Retirement Services 2006 - Present
Fidelity Investments January 2002 - December 2005
Fidelity Investments 2000 - 2002
Moss Adams 1998 - 1999
Los Angeles Unified School District 1996 - 1998
Kravitz, Inc. 1992 - 1995
Skills
401k, Pensions, Defined Benefit, Profit Sharing, Financial Services, Mutual Funds, Qualified Retirement..., Retirement, Defined Contribution, Series 63, Benefits Administration, Securities, Investment Advisory, Strategic Financial..., Fixed Income, Asset Allocation, Relationship Management, ERISA, Series 7, CRM, Insurance, Employee Benefits, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Business Planning, FINRA, Investments, Instructional Design, Instruction, Adult Education, Christian Ministry, Education, Educational Leadership
Education
University of Phoenix 2007 — 2008
Masters, Adult Education and Distance Learning
University of California, Los Angeles 1987 — 1991
BS, Applied Mathematics
Danielle Ullmann Danielle Ullmann's moss adams Experience January 2006 - August 2008
Job Assistant Controller at Optimum Energy
Industry Accounting
Experience
Optimum Energy August 2013 - Present
CrossFit West Seattle June 2014 - Present
zulily July 2010 - August 2013
iMatch November 2009 - July 2010
Recruiting.com August 2008 - October 2009
Moss Adams January 2006 - August 2008
RSM McGladrey August 2005 - January 2006
Education
Northern Arizona University-The W. A. Franke College of Business 2001 — 2005
Bachelor of Science, Accounting
Optimum Energy August 2013 - Present
CrossFit West Seattle June 2014 - Present
zulily July 2010 - August 2013
iMatch November 2009 - July 2010
Recruiting.com August 2008 - October 2009
Moss Adams January 2006 - August 2008
RSM McGladrey August 2005 - January 2006
Education
Northern Arizona University-The W. A. Franke College of Business 2001 — 2005
Bachelor of Science, Accounting
Helena Stickles Helena Stickles's moss adams Experience 2006 - 2008
Job Helena K. Stickles, CPA
Industry Accounting
Experience
Helena K. Stickles, CPA 2009 - Present
Everest College October 2013 - April 2015
American Traffic Solutions 2009 - 2011
Kingman Winslow LLC 2008 - 2009
Moss Adams 2006 - 2008
Henery & Horne, LLP 2005 - 2006
Skills
GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, General Ledger, Sarbanes-Oxley, Financial Accounting, Accounts Payable, Forensic Accounting, Financial Statements, Financial Analysis, FIN 48, Partnership Taxation, Accounting, SEC Filings, Tax, US GAAP, CPA, Revenue Recognition
Education
University of New Haven 1995 — 2000
MST, Taxation
Sacred Heart University
BS, Accounting
Helena K. Stickles, CPA 2009 - Present
Everest College October 2013 - April 2015
American Traffic Solutions 2009 - 2011
Kingman Winslow LLC 2008 - 2009
Moss Adams 2006 - 2008
Henery & Horne, LLP 2005 - 2006
Skills
GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Auditing, General Ledger, Sarbanes-Oxley, Financial Accounting, Accounts Payable, Forensic Accounting, Financial Statements, Financial Analysis, FIN 48, Partnership Taxation, Accounting, SEC Filings, Tax, US GAAP, CPA, Revenue Recognition
Education
University of New Haven 1995 — 2000
MST, Taxation
Sacred Heart University
BS, Accounting
Rachel Petrinovich Rachel Petrinovich's moss adams Experience June 2004 - January 2011
Job Program & Operations Analyst at Unified Logic
Industry Information Technology and Services
Experience
Enjoying the summer and awaiting my next adventure! July 2014 - Present
Unified Logic December 2013 - June 2014
Boeing Commercial Airplanes July 2011 - December 2013
Moss Adams June 2004 - January 2011
Moss Adams LLP June 2004 - January 2011
TERRA Resource Group March 2000 - April 2004
Skills
Conflict Resolution, Human Resources, Recruiting, Management, Budgets, Employee Relations, Data Analytics, Metric Management, Business Operations, Process Scheduler, Sales, Financial Reporting, Accounting, Forecasting
Education
Everett Community College
Skagit Valley College
Enjoying the summer and awaiting my next adventure! July 2014 - Present
Unified Logic December 2013 - June 2014
Boeing Commercial Airplanes July 2011 - December 2013
Moss Adams June 2004 - January 2011
Moss Adams LLP June 2004 - January 2011
TERRA Resource Group March 2000 - April 2004
Skills
Conflict Resolution, Human Resources, Recruiting, Management, Budgets, Employee Relations, Data Analytics, Metric Management, Business Operations, Process Scheduler, Sales, Financial Reporting, Accounting, Forecasting
Education
Everett Community College
Skagit Valley College
Gerarde Moret, CPA Gerarde Moret, CPA's moss adams Experience 1988 - 2001
Job Tax transition planning and execution for businesses and individuals, with Pisenti & Brinker LLP
Industry Accounting
Experience
Pisenti & Brinker LLP November 2012 - Present
Gerarde Moret CPA April 2001 - November 2012
Moss Adams 1988 - 2001
Eckhoff Accountancy Corporation 1981 - 1988
Carinalli & Andersen CPA's 1980 - 1981
Skills
Corporate Tax, Income Tax, Tax Returns, Tax, Tax Preparation, Partnership Taxation, Start-ups, Tax Research, Forensic Accounting, Accounting, GAAP, S Corporations, Tax Accounting, QuickBooks
Education
Golden Gate University 1986 — 1994
Masters, Taxation
Sonoma State University 1978 — 1980
BA, Management-Accounting Emphasis
Pisenti & Brinker LLP November 2012 - Present
Gerarde Moret CPA April 2001 - November 2012
Moss Adams 1988 - 2001
Eckhoff Accountancy Corporation 1981 - 1988
Carinalli & Andersen CPA's 1980 - 1981
Skills
Corporate Tax, Income Tax, Tax Returns, Tax, Tax Preparation, Partnership Taxation, Start-ups, Tax Research, Forensic Accounting, Accounting, GAAP, S Corporations, Tax Accounting, QuickBooks
Education
Golden Gate University 1986 — 1994
Masters, Taxation
Sonoma State University 1978 — 1980
BA, Management-Accounting Emphasis
Kim (Harshberger) Brinkmann's moss adams Experience February 2007 - June 2008
Job Creative Services | Graphic Design
Industry Graphic Design
Experience
Design Queue November 2007 - Present
Spokane County Library District June 2010 - July 2015
Spokane Metro Magazine May 2011 - November 2011
ITT Technical Institute September 2008 - June 2011
Moss Adams February 2007 - June 2008
STCU August 2004 - January 2007
Skills
Graphic Design, Creative Direction, Photography, Copywriting, Marketing Communications, Brand Development, Newsletters, Web Design, Project Management, Advertising, Illustration, Social Media, Layout, Typography, Adobe Creative Suite, Flyers, Brochures, Art Direction, Image Editing, Digital Marketing, Illustrator, Image Manipulation, Magazines, Mac, InDesign, Graphics, Marketing
Education
Portland State University 2000 — 2004
BS, Graphic Design
Design Queue November 2007 - Present
Spokane County Library District June 2010 - July 2015
Spokane Metro Magazine May 2011 - November 2011
ITT Technical Institute September 2008 - June 2011
Moss Adams February 2007 - June 2008
STCU August 2004 - January 2007
Skills
Graphic Design, Creative Direction, Photography, Copywriting, Marketing Communications, Brand Development, Newsletters, Web Design, Project Management, Advertising, Illustration, Social Media, Layout, Typography, Adobe Creative Suite, Flyers, Brochures, Art Direction, Image Editing, Digital Marketing, Illustrator, Image Manipulation, Magazines, Mac, InDesign, Graphics, Marketing
Education
Portland State University 2000 — 2004
BS, Graphic Design
Liz Dhillon's moss adams Experience May 2004 - November 2004
Job Corporate Planning Manager at Fisher Investments
Industry Investment Management
Experience
Fisher Investments October 2012 - December 2013
Fisher Investments July 2011 - October 2012
Oak Hill REIT Management November 2004 - June 2011
Moss Adams May 2004 - November 2004
Green Street Advisors May 1999 - May 2004
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
BS, Finance
Saguaro High School 1991 — 1995
CFA Institute
CFA
Fisher Investments October 2012 - December 2013
Fisher Investments July 2011 - October 2012
Oak Hill REIT Management November 2004 - June 2011
Moss Adams May 2004 - November 2004
Green Street Advisors May 1999 - May 2004
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
BS, Finance
Saguaro High School 1991 — 1995
CFA Institute
CFA
Chad Schraufnagel Chad Schraufnagel's moss adams Experience July 1998 - Present
Job Tax Manager at Moss Adams
Industry Accounting
Experience
Moss Adams July 1998 - Present
Boeing Commercial Airplanes May 1997 - August 1997
Skills
Tax Research, Tax, Corporate Tax, CPA, Tax Accounting, Income Tax
Education
University of Portland 1994 — 1998
Moss Adams July 1998 - Present
Boeing Commercial Airplanes May 1997 - August 1997
Skills
Tax Research, Tax, Corporate Tax, CPA, Tax Accounting, Income Tax
Education
University of Portland 1994 — 1998
Haley Kinser Haley Kinser's moss adams Experience July 2015 - Present
Job Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams July 2015 - Present
Pacific Coast Companies, Inc April 2014 - June 2015
Ueltzen & Company LLP September 2013 - July 2014
Modesto Junior College October 2011 - April 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Outlook, Customer Service, Data Entry, CCH ProSystem fx
Education
CSU Sacramento 2012 — 2015
Bachelor of Science (BS), Accounting, Senior
Modesto Junior College 2010 — 2012
Associate of Arts (AA), Business Administration
Moss Adams July 2015 - Present
Pacific Coast Companies, Inc April 2014 - June 2015
Ueltzen & Company LLP September 2013 - July 2014
Modesto Junior College October 2011 - April 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Outlook, Customer Service, Data Entry, CCH ProSystem fx
Education
CSU Sacramento 2012 — 2015
Bachelor of Science (BS), Accounting, Senior
Modesto Junior College 2010 — 2012
Associate of Arts (AA), Business Administration
Jerry Magnani Jerry Magnani's moss adams Experience 1991 - 1997
Job CFO at SanMar Corporation
Industry Apparel & Fashion
Experience
SanMar Corporation 1997 - Present
Moss Adams 1991 - 1997
Bradshaw Smith & Co. 1990 - 1991
Kafoury Armstrong & Co 1988 - 1991
Skills
CPA, Accounting, Financial Reporting, GAAP, Internal Controls, Forecasting, Auditing, Financial Analysis, Financial Accounting, Budgets, Cost Accounting, Tax, Strategic Financial...
Education
Idaho State University 1984 — 1988
BBA, Accounting
SanMar Corporation 1997 - Present
Moss Adams 1991 - 1997
Bradshaw Smith & Co. 1990 - 1991
Kafoury Armstrong & Co 1988 - 1991
Skills
CPA, Accounting, Financial Reporting, GAAP, Internal Controls, Forecasting, Auditing, Financial Analysis, Financial Accounting, Budgets, Cost Accounting, Tax, Strategic Financial...
Education
Idaho State University 1984 — 1988
BBA, Accounting
Nicole Conrad's moss adams Experience June 2014 - August 2014
Job Marketing Associate at Loyola Marymount University
Industry Accounting
Experience
Loyola Marymount University January 2012 - Present
Moss Adams June 2014 - August 2014
Study Hut Tutoring January 2013 - May 2013
Gap Inc./Old Navy May 2012 - January 2013
Skills
Marketing, Adobe Photoshop, Adobe Indesign, Microsoft Excel
Education
Loyola Marymount University 2011 — 2015
Bachelor's degree, Accounting Major, Theology Minor
Loyola Marymount University January 2012 - Present
Moss Adams June 2014 - August 2014
Study Hut Tutoring January 2013 - May 2013
Gap Inc./Old Navy May 2012 - January 2013
Skills
Marketing, Adobe Photoshop, Adobe Indesign, Microsoft Excel
Education
Loyola Marymount University 2011 — 2015
Bachelor's degree, Accounting Major, Theology Minor
Jonathan Keli'i, CPA, CFE Jonathan Keli'i, CPA, CFE's moss adams Experience 2003 - 2003
Job Risk Assurance Manager at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers April 2010 - Present
CBS Television Distribution July 2008 - April 2010
Deloitte August 2005 - June 2008
Moss Adams 2003 - 2003
Lee Financial Group 2002 - 2003
Skills
Consumer Finance, External Audit, Internal Audit, Strategic Consulting, Compliance Audits, Corporate Finance, Structured Finance, Fair Value, Valuation, Derivatives, Carve-outs, MBS, Financial Analysis, Securitization, Asset-backed..., Carve-out Financial..., REIT, MERS, Project Management, Business Objects, Process Flow Charts, Financial Policies &..., Drafting Policies, Financial Services, GAAP, Finance, Assurance, Financial Audits, Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Controls, Auditing, Due Diligence, Accounting, Financial Risk, Quality Auditing, Financial Modeling, Financial Reporting, Risk Management, Financial Accounting
Education
University of Southern California - Marshall School of Business
Master of Accounting, Accounting
University of Hawaii at Manoa
Bachelor of Business Administration, Accounting & Finance
Punahou School
PricewaterhouseCoopers April 2010 - Present
CBS Television Distribution July 2008 - April 2010
Deloitte August 2005 - June 2008
Moss Adams 2003 - 2003
Lee Financial Group 2002 - 2003
Skills
Consumer Finance, External Audit, Internal Audit, Strategic Consulting, Compliance Audits, Corporate Finance, Structured Finance, Fair Value, Valuation, Derivatives, Carve-outs, MBS, Financial Analysis, Securitization, Asset-backed..., Carve-out Financial..., REIT, MERS, Project Management, Business Objects, Process Flow Charts, Financial Policies &..., Drafting Policies, Financial Services, GAAP, Finance, Assurance, Financial Audits, Sarbanes-Oxley, Sarbanes-Oxley Act, Internal Controls, Auditing, Due Diligence, Accounting, Financial Risk, Quality Auditing, Financial Modeling, Financial Reporting, Risk Management, Financial Accounting
Education
University of Southern California - Marshall School of Business
Master of Accounting, Accounting
University of Hawaii at Manoa
Bachelor of Business Administration, Accounting & Finance
Punahou School
Linda Webb Linda Webb's moss adams Experience February 2004 - July 2006
Job General Ledger Manager at Supreme Oil Company
Industry Accounting
Experience
Supreme Oil Company July 2013 - Present
Imaging Healthcare Specialists June 2012 - May 2013
Sysco San Diego July 2006 - April 2012
Moss Adams February 2004 - July 2006
Ace Parking July 2003 - February 2004
Skills
CPA (Inactive), Financial Statements, CPA, Accounting, Auditing
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration Accounting
Supreme Oil Company July 2013 - Present
Imaging Healthcare Specialists June 2012 - May 2013
Sysco San Diego July 2006 - April 2012
Moss Adams February 2004 - July 2006
Ace Parking July 2003 - February 2004
Skills
CPA (Inactive), Financial Statements, CPA, Accounting, Auditing
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science, Business Administration Accounting
Josh Garner Josh Garner's moss adams Experience September 2005 - October 2007
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Jennifer Corr Jennifer Corr's moss adams Experience 2002 - 2004
Job Director at BDO
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
DZH Phillips LLP November 2010 - August 2013
Perry-Smith LLP December 2008 - November 2010
KPMG Audit October 2004 - 2008
Moss Adams 2002 - 2004
FHA 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Revenue Recognition, CPA, Tax Research, Tax, Tax Accounting, Data Mining, Financial Statement..., US GAAP, Financial Accounting, Financial Statements, Corporate Tax
Education
Pepperdine University 1996 — 2000
BS, Accounting
BDO USA, LLP August 2013 - Present
DZH Phillips LLP November 2010 - August 2013
Perry-Smith LLP December 2008 - November 2010
KPMG Audit October 2004 - 2008
Moss Adams 2002 - 2004
FHA 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Revenue Recognition, CPA, Tax Research, Tax, Tax Accounting, Data Mining, Financial Statement..., US GAAP, Financial Accounting, Financial Statements, Corporate Tax
Education
Pepperdine University 1996 — 2000
BS, Accounting
Joelle Pulver Joelle Pulver's moss adams Experience May 2008 - Present
Job
Industry Accounting
Experience
Moss Adams May 2008 - Present
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, External Audit, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Assurance, Tax Research, Corporate Tax
Education
Montana State University-Bozeman 2001 — 2002
MPACC
University of Washington, Michael G. Foster School of Business 1997 — 2001
Moss Adams May 2008 - Present
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, External Audit, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Assurance, Tax Research, Corporate Tax
Education
Montana State University-Bozeman 2001 — 2002
MPACC
University of Washington, Michael G. Foster School of Business 1997 — 2001
Jessica Cluzeau Jessica Cluzeau's moss adams Experience October 2012 - Present
Job Partner at Mazars and at Moss Adams
Industry Accounting
Experience
Moss Adams October 2012 - Present
Mazars December 2010 - Present
Moss Adams LLP - Los Angeles January 2007 - December 2010
Mazars Paris September 2000 - December 2006
Education
Université Paris Dauphine 1996 — 2000
MSTCF, Accounting
CPA California
Moss Adams October 2012 - Present
Mazars December 2010 - Present
Moss Adams LLP - Los Angeles January 2007 - December 2010
Mazars Paris September 2000 - December 2006
Education
Université Paris Dauphine 1996 — 2000
MSTCF, Accounting
CPA California
Irv Barnett Irv Barnett's moss adams Experience June 1996 - Present
Job Sr. Manager at Moss Adams
Industry Medical Practice
Experience
Moss Adams June 1996 - Present
Gordon, Odom & Davis 1996 - 2002
Skills
Healthcare Management, Strategic Planning, Physicians, Healthcare Consulting, Practice Management, Medical Billing, Strategy, Revenue Cycle, Medicaid, Medicare, Hospitals, Business Development, Healthcare Industry, Managerial Finance, EMR, Leadership Development, Healthcare, EHR, Clinical Research, HIPAA, Quality Improvement, Medicine, Revenue Cycle Management, Organizational..., Healthcare Information..., Non-profits, Medical Coding, Management, Performance Improvement, Leadership, Managed Care, Process Improvement, Physician Relations, Marketing, Public Speaking, Customer Service, Financial Analysis, Budgets, Mergers & Acquisitions, Management Consulting, New Business Development, Finance, Contract Negotiation, Business Strategy
Education
Golden Gate University 1976 — 1979
MBA, Health Care Administration
UC Davis 1971 — 1975
Bachelor of Business Administration (BBA)
Moss Adams June 1996 - Present
Gordon, Odom & Davis 1996 - 2002
Skills
Healthcare Management, Strategic Planning, Physicians, Healthcare Consulting, Practice Management, Medical Billing, Strategy, Revenue Cycle, Medicaid, Medicare, Hospitals, Business Development, Healthcare Industry, Managerial Finance, EMR, Leadership Development, Healthcare, EHR, Clinical Research, HIPAA, Quality Improvement, Medicine, Revenue Cycle Management, Organizational..., Healthcare Information..., Non-profits, Medical Coding, Management, Performance Improvement, Leadership, Managed Care, Process Improvement, Physician Relations, Marketing, Public Speaking, Customer Service, Financial Analysis, Budgets, Mergers & Acquisitions, Management Consulting, New Business Development, Finance, Contract Negotiation, Business Strategy
Education
Golden Gate University 1976 — 1979
MBA, Health Care Administration
UC Davis 1971 — 1975
Bachelor of Business Administration (BBA)
Elaine Parry Elaine Parry's moss adams Experience July 2006 - July 2012
Job Operations Director at Fabric Depot
Industry Accounting
Experience
Fabric Depot April 2014 - Present
Marchex October 2012 - April 2014
iMatch August 2012 - September 2012
Moss Adams July 2006 - July 2012
Joseph Eve August 2005 - July 2006
Fabric Depot 2003 - 2004
Skills
Auditing, GAAP, Accounting, Financial Reporting, Internal Controls, US GAAP, SEC filings, Financial Analysis, Sarbanes-Oxley Act, CPA, Financial Accounting, Financial Statements
Education
Gonzaga University - School of Business Administration 2001 — 2005
BBA, Accounting
Fabric Depot April 2014 - Present
Marchex October 2012 - April 2014
iMatch August 2012 - September 2012
Moss Adams July 2006 - July 2012
Joseph Eve August 2005 - July 2006
Fabric Depot 2003 - 2004
Skills
Auditing, GAAP, Accounting, Financial Reporting, Internal Controls, US GAAP, SEC filings, Financial Analysis, Sarbanes-Oxley Act, CPA, Financial Accounting, Financial Statements
Education
Gonzaga University - School of Business Administration 2001 — 2005
BBA, Accounting
Caryn Spain Caryn Spain's moss adams Experience 1995 - 2010
Job Create Competitive Advantage & turn Vision into Action! Strategic Planning/Decision Making @ Applied Business Solutions
Industry Management Consulting
Experience
Applied Business Solutions June 1984 - Present
Strategic Planner with Mclendon 2010 - 2011
Strategic Planner at Vion 2009 - 2011
Strategic Planner at B. Frank Joy Company 2006 - 2011
Vistage International 1998 - 2011
Strategic Planner with Login 1998 - 2011
Strategic Planner at Classic 1996 - 2011
Strategic Planner with Vandyke Software 2006 - 2010
Strategic Planner for CDI 2006 - 2010
Moss Adams 1995 - 2010
Skills
Strategic Decision..., Market Opportunity..., Strategic Planning, Executive Development, Mediation, Executive Retreats, Published Author, Integrated Marketing
Education
The University of Montana
BA, Interpersonal Communications and Conflict Management
The University of New Mexico
MA, Communications
Applied Business Solutions June 1984 - Present
Strategic Planner with Mclendon 2010 - 2011
Strategic Planner at Vion 2009 - 2011
Strategic Planner at B. Frank Joy Company 2006 - 2011
Vistage International 1998 - 2011
Strategic Planner with Login 1998 - 2011
Strategic Planner at Classic 1996 - 2011
Strategic Planner with Vandyke Software 2006 - 2010
Strategic Planner for CDI 2006 - 2010
Moss Adams 1995 - 2010
Skills
Strategic Decision..., Market Opportunity..., Strategic Planning, Executive Development, Mediation, Executive Retreats, Published Author, Integrated Marketing
Education
The University of Montana
BA, Interpersonal Communications and Conflict Management
The University of New Mexico
MA, Communications
Kelly E. Sweet Kelly E. Sweet's moss adams Experience 1989 - 1995
Job Client Advisor at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management October 1995 - Present
Teatro ZinZanni October 2007 - December 2013
One Reel October 2007 - July 2011
Moss Adams 1989 - 1995
Education
University of Oregon - Charles H. Lundquist College of Business
Laird Norton Wealth Management October 1995 - Present
Teatro ZinZanni October 2007 - December 2013
One Reel October 2007 - July 2011
Moss Adams 1989 - 1995
Education
University of Oregon - Charles H. Lundquist College of Business
Brian Duman Brian Duman's moss adams Experience 2002 - 2005
Job Director of Finance at Christenson Electric
Industry Consumer Goods
Experience
Christenson Electric May 2013 - Present
S.R. Smith January 2006 - April 2013
Moss Adams 2002 - 2005
Skills
Financial Reporting, Accounting, Cost Accounting, General Ledger, Internal Controls, Finance, Auditing, CPA, Tax, ERP, Sarbanes-Oxley Act, Budgets, Payroll, GAAP, Financial Statements, Manufacturing, Mergers & Acquisitions, Corporate Tax, Job Costing, Sales & Use Tax, Job Coaching, Construction Accounting, CGMA, Captive Insurance
Education
Oregon State University
BS, Accounting
Christenson Electric May 2013 - Present
S.R. Smith January 2006 - April 2013
Moss Adams 2002 - 2005
Skills
Financial Reporting, Accounting, Cost Accounting, General Ledger, Internal Controls, Finance, Auditing, CPA, Tax, ERP, Sarbanes-Oxley Act, Budgets, Payroll, GAAP, Financial Statements, Manufacturing, Mergers & Acquisitions, Corporate Tax, Job Costing, Sales & Use Tax, Job Coaching, Construction Accounting, CGMA, Captive Insurance
Education
Oregon State University
BS, Accounting
Neena Gordon Neena Gordon's moss adams Experience 1995 - 2002
Job President at N Gordon Company Inc.
Industry Accounting
Experience
N Gordon Company Inc. February 2009 - Present
Equity Management Inc. January 2002 - January 2009
Moss Adams 1995 - 2002
B JR&S 1991 - 1993
Skills
royalty compliance..., Dependable Rights..., Licensing, Accounting, Auditing, Intellectual Property, Royalties
Education
Oregon State University 1988 — 1990
BS, Accounting
N Gordon Company Inc. February 2009 - Present
Equity Management Inc. January 2002 - January 2009
Moss Adams 1995 - 2002
B JR&S 1991 - 1993
Skills
royalty compliance..., Dependable Rights..., Licensing, Accounting, Auditing, Intellectual Property, Royalties
Education
Oregon State University 1988 — 1990
BS, Accounting
Kelly Bosch Kelly Bosch's moss adams Experience Internal Audit ManagerPacificSource Health PlansFebruary 2007 - July 2008
Job Senior Manager, Business Assurance at Moss Adams LLP
Industry Accounting
Experience
Moss Adams Internal Audit ManagerPacificSource Health PlansFebruary 2007 - July 2008
Jones & Roth, PC January 1997 - August 2003
Skills
Internal Controls, Assurance, Financial Statements, CPA, GAAP, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
Accounting, Accounting, Business, Economics
Moss Adams Internal Audit ManagerPacificSource Health PlansFebruary 2007 - July 2008
Jones & Roth, PC January 1997 - August 2003
Skills
Internal Controls, Assurance, Financial Statements, CPA, GAAP, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1998
Accounting, Accounting, Business, Economics
Denise Berganio Balcazar Denise Berganio Balcazar's moss adams Experience 1996 - 1999
Job Royalty Audit Manager at Miller Kaplan Arase LLP
Industry Accounting
Experience
Miller Kaplan Arase LLP March 2009 - Present
Wolinsky, Becker and Hurewitz 1999 - February 2009
Moss Adams 1996 - 1999
Walt Disney Company 1994 - 1996
Skills
Accounting, Financial Reporting, Financial Accounting, Internal Controls, GAAP, QuickBooks, Auditing, Sarbanes-Oxley Act, Tax
Education
California State University-Northridge 1988 — 1995
Business Administration, Accounting
Miller Kaplan Arase LLP March 2009 - Present
Wolinsky, Becker and Hurewitz 1999 - February 2009
Moss Adams 1996 - 1999
Walt Disney Company 1994 - 1996
Skills
Accounting, Financial Reporting, Financial Accounting, Internal Controls, GAAP, QuickBooks, Auditing, Sarbanes-Oxley Act, Tax
Education
California State University-Northridge 1988 — 1995
Business Administration, Accounting
Arlyn Escalona, CPA Arlyn Escalona, CPA's moss adams Experience September 2004 - June 2012
Job Vice President / Controller at Northwest Administrators, Inc.
Industry Accounting
Experience
Northwest Administrators, Inc June 2012 - Present
Moss Adams September 2004 - June 2012
Education
Washington State University - College of Business and Economics 2000 — 2004
Bond University 2003 — 2003
Northwest Administrators, Inc June 2012 - Present
Moss Adams September 2004 - June 2012
Education
Washington State University - College of Business and Economics 2000 — 2004
Bond University 2003 — 2003
Bill Sturges Bill Sturges's moss adams Experience December 2006 - Present
Job Partner, Moss Adams
Industry Accounting
Experience
Moss Adams December 2006 - Present
Deloitte 1997 - 2006
Education
Golden Gate University
MS, Taxation
University of California, Davis - Graduate School of Management
MBA, Finance & Accounting
University of Wisconsin-Madison
Bachelor of Science, Economics
Moss Adams December 2006 - Present
Deloitte 1997 - 2006
Education
Golden Gate University
MS, Taxation
University of California, Davis - Graduate School of Management
MBA, Finance & Accounting
University of Wisconsin-Madison
Bachelor of Science, Economics
Jonathan Hefter's moss adams Experience October 2006 - April 2009
Job VicePresident / Corporate Controller at Damascus Community Bank
Industry Accounting
Experience
Damascus Community Bank September 2015 - Present
Arlington Community Federal Credit Union July 2010 - September 2015
McGladrey & Pullen July 2009 - February 2010
Moss Adams October 2006 - April 2009
Deloitte & Touche August 2004 - October 2006
Buchbinder Tunick & Company January 2004 - August 2004
AllianceBernstein February 1999 - November 2002
Skills
Financial Reporting, General Ledger, Account Reconciliation, Year End Close, Fixed Assets, Journal Entries, General Ledger..., Financial Accounting, Sensitivity Analysis, GAAP, Big 4, Credit Unions, Spreadsheets, Problem Solving, Year-end Close, Auditing, Tax, Corporate Tax, IFRS, Revenue Recognition, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Statements, Managerial Finance
Education
Pace University 2003 — 2004
MS
George Washington University 1996 — 1998
MBA
Bryant University 1988 — 1991
BS
Damascus Community Bank September 2015 - Present
Arlington Community Federal Credit Union July 2010 - September 2015
McGladrey & Pullen July 2009 - February 2010
Moss Adams October 2006 - April 2009
Deloitte & Touche August 2004 - October 2006
Buchbinder Tunick & Company January 2004 - August 2004
AllianceBernstein February 1999 - November 2002
Skills
Financial Reporting, General Ledger, Account Reconciliation, Year End Close, Fixed Assets, Journal Entries, General Ledger..., Financial Accounting, Sensitivity Analysis, GAAP, Big 4, Credit Unions, Spreadsheets, Problem Solving, Year-end Close, Auditing, Tax, Corporate Tax, IFRS, Revenue Recognition, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Statements, Managerial Finance
Education
Pace University 2003 — 2004
MS
George Washington University 1996 — 1998
MBA
Bryant University 1988 — 1991
BS
Hunter Doty Hunter Doty's moss adams Experience June 2013 - August 2013
Job Staff Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2014 - Present
Attention Span Media LLC February 2014 - August 2014
Martini Crew Booking January 2014 - January 2014
Loyola Marymount University January 2011 - December 2013
San Gabriel Valley Council, Boy Scouts of America June 2010 - December 2013
Moss Adams June 2013 - August 2013
Skills
Microsoft Excel, Accounting, Team Leadership, Teaching, Microsoft Office, PowerPoint, Tax Accounting, Data Analysis, Public Speaking, Microsoft Word, Research
Education
Loyola Marymount University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Moss Adams LLP September 2014 - Present
Attention Span Media LLC February 2014 - August 2014
Martini Crew Booking January 2014 - January 2014
Loyola Marymount University January 2011 - December 2013
San Gabriel Valley Council, Boy Scouts of America June 2010 - December 2013
Moss Adams June 2013 - August 2013
Skills
Microsoft Excel, Accounting, Team Leadership, Teaching, Microsoft Office, PowerPoint, Tax Accounting, Data Analysis, Public Speaking, Microsoft Word, Research
Education
Loyola Marymount University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Nick Roumonada's moss adams Experience October 2006 - April 2007
Job Business Development Manager at Hanger, Inc.
Industry Medical Devices
Experience
Hanger, Inc. January 2013 - Present
Challenged Athletes Foundation May 2010 - Present
Challenged Athletes Foundation July 2011 - August 2012
FINRA September 2009 - July 2011
Zanza BlueInternet January 2007 - January 2011
Royal Bank of Canada January 2009 - September 2009
Princess Cruises 2007 - 2009
Royal Caribbean International 2001 - September 2008
Moss Adams October 2006 - April 2007
gettuit.net January 1999 - January 2000
Skills
Event Management, Event Planning, Fundraising, Social Media, Public Speaking, Non-profits, Strategic Planning, Social Media Marketing, Customer Service, Public Relations, Marketing, International, Endurance, Motivational Speaking, Management, Team-oriented, Sales, Sales Management, Medical Devices, Sports, Nonprofits, Entrepreneurship, Business Development, Community Outreach, Time Management, CRM
Education
New School University 2008 — 2012
Bachelor of Science (BS), Marketing, Communications & Non-Profit Management
University of Washington 1997 — 2003
Music, Pre Med Sciences
Hanger, Inc. January 2013 - Present
Challenged Athletes Foundation May 2010 - Present
Challenged Athletes Foundation July 2011 - August 2012
FINRA September 2009 - July 2011
Zanza BlueInternet January 2007 - January 2011
Royal Bank of Canada January 2009 - September 2009
Princess Cruises 2007 - 2009
Royal Caribbean International 2001 - September 2008
Moss Adams October 2006 - April 2007
gettuit.net January 1999 - January 2000
Skills
Event Management, Event Planning, Fundraising, Social Media, Public Speaking, Non-profits, Strategic Planning, Social Media Marketing, Customer Service, Public Relations, Marketing, International, Endurance, Motivational Speaking, Management, Team-oriented, Sales, Sales Management, Medical Devices, Sports, Nonprofits, Entrepreneurship, Business Development, Community Outreach, Time Management, CRM
Education
New School University 2008 — 2012
Bachelor of Science (BS), Marketing, Communications & Non-Profit Management
University of Washington 1997 — 2003
Music, Pre Med Sciences
Alison Sellers Alison Sellers's moss adams Experience October 2001 - Present
Job Senior Manager at Moss Adams
Industry Accounting
Experience
Moss Adams October 2001 - Present
Moss Adams LLP January 2010 - September 2011
Moss Adams LLP October 2001 - December 2009
Skills
Auditing, Financial Reporting, Accounting, Revenue Recognition, CPA, GAAP, Assurance, Internal Controls, US GAAP, SEC filings, Corporate Tax, S Corporations, Financial Analysis
Education
University of Washington 2010 — 2011
Commercial Real Estate
University of Georgia - Terry College of Business 2000 — 2001
Masters, Accounting
The University of Georgia 1995 — 2000
Bachelor's degree, Accounting
Moss Adams October 2001 - Present
Moss Adams LLP January 2010 - September 2011
Moss Adams LLP October 2001 - December 2009
Skills
Auditing, Financial Reporting, Accounting, Revenue Recognition, CPA, GAAP, Assurance, Internal Controls, US GAAP, SEC filings, Corporate Tax, S Corporations, Financial Analysis
Education
University of Washington 2010 — 2011
Commercial Real Estate
University of Georgia - Terry College of Business 2000 — 2001
Masters, Accounting
The University of Georgia 1995 — 2000
Bachelor's degree, Accounting
Laura Devine Laura Devine's moss adams Experience September 1982 - September 2000
Job Trainer II at World Vision
Industry Nonprofit Organization Management
Experience
World Vision February 2015 - Present
World Vision January 2014 - February 2015
Meracord January 2013 - December 2013
Meracord July 2009 - December 2012
Navigator Financial Planning, Inc. June 2006 - May 2009
RSM McGladrey February 2002 - May 2006
J. Duncan & Associates September 2000 - January 2002
Moss Adams September 1982 - September 2000
Skills
Excel, Word, Software Training, Toastmasters, Financial Services, Outlook, Customer Service, Training, Account Management, CRM, Project Planning, Compliance, Online Research, Chargebacks, PowerPoint, Proofreading, Visio, Leading Meetings, Evernote, AML, Remote User Support, Increase Productivity, Grammar, Active Listening, Teamwork, Registered Paraplanner, Office Procedures, Remote Training, Personal Financial..., Encouraging, Teachable, Discerning, Sales, Microsoft Word, Call Centers, Financial Statements, Management, Microsoft Excel
Education
ITT Peterson School of Business
Automated Secretarial (Word Processing!)
Tacoma Community College
World Vision February 2015 - Present
World Vision January 2014 - February 2015
Meracord January 2013 - December 2013
Meracord July 2009 - December 2012
Navigator Financial Planning, Inc. June 2006 - May 2009
RSM McGladrey February 2002 - May 2006
J. Duncan & Associates September 2000 - January 2002
Moss Adams September 1982 - September 2000
Skills
Excel, Word, Software Training, Toastmasters, Financial Services, Outlook, Customer Service, Training, Account Management, CRM, Project Planning, Compliance, Online Research, Chargebacks, PowerPoint, Proofreading, Visio, Leading Meetings, Evernote, AML, Remote User Support, Increase Productivity, Grammar, Active Listening, Teamwork, Registered Paraplanner, Office Procedures, Remote Training, Personal Financial..., Encouraging, Teachable, Discerning, Sales, Microsoft Word, Call Centers, Financial Statements, Management, Microsoft Excel
Education
ITT Peterson School of Business
Automated Secretarial (Word Processing!)
Tacoma Community College
Tucker Dacey Tucker Dacey's moss adams Experience February 2001 - November 2010
Job
Industry Accounting
Experience
de Haan PLLC January 2011 - Present
Moss Adams February 2001 - November 2010
Legal Aid Society of Hawaii 1991 - 1998
Education
Mount Holyoke College
The Catholic University of America, Columbus School of Law
JD
University of Washington School of Law
LLM
de Haan PLLC January 2011 - Present
Moss Adams February 2001 - November 2010
Legal Aid Society of Hawaii 1991 - 1998
Education
Mount Holyoke College
The Catholic University of America, Columbus School of Law
JD
University of Washington School of Law
LLM
Christopher Victorine Christopher Victorine's moss adams Experience January 2005 - October 2010
Job VP Lease Accounting Technical Advisor at Union Bank
Industry Accounting
Experience
MUFG Americas May 2014 - Present
PwC September 2011 - May 2014
Moss Adams LLP October 2010 - September 2011
Moss Adams January 2005 - October 2010
Skills
Assurance, External Audit, SEC reporting, GAAP, US GAAP, Audit, SOX, Auditing, Accounting, Internal Controls, Internal Audit, Sarbanes-Oxley Act, SEC filings, Big 4, Revenue Recognition, Financial Statements, Financial Accounting, CPA
Education
California State University-East Bay 2000 — 2004
BS, Accounting
MUFG Americas May 2014 - Present
PwC September 2011 - May 2014
Moss Adams LLP October 2010 - September 2011
Moss Adams January 2005 - October 2010
Skills
Assurance, External Audit, SEC reporting, GAAP, US GAAP, Audit, SOX, Auditing, Accounting, Internal Controls, Internal Audit, Sarbanes-Oxley Act, SEC filings, Big 4, Revenue Recognition, Financial Statements, Financial Accounting, CPA
Education
California State University-East Bay 2000 — 2004
BS, Accounting
Tony Tovar's moss adams Experience December 1997 - December 2012
Job IT Manager
Industry Financial Services
Experience
Golden Hour Data Systems July 2013 - Present
Moss Adams December 1997 - December 2012
EdUCate! June 2012 - Present
Down Syndrome Association of San Diego March 2011 - March 2014
University of Venice, Italy July 1996 - July 1997
Skills
SSCP, CISSP, IT Audit, Networking, Security, Cisco Technologies, Technical Support, Windows, Active Directory, VoIP, Training, SharePoint, Linux, Customer Service, Information Security, Information Technology, Sarbanes-Oxley Act, Software Installation, Software Documentation, Leadership, System Administration, Network Administration, Telephone, CISA, Configurations
Education
University of California, Santa Barbara
Bachelor of Science (B.S.)
Golden Hour Data Systems July 2013 - Present
Moss Adams December 1997 - December 2012
EdUCate! June 2012 - Present
Down Syndrome Association of San Diego March 2011 - March 2014
University of Venice, Italy July 1996 - July 1997
Skills
SSCP, CISSP, IT Audit, Networking, Security, Cisco Technologies, Technical Support, Windows, Active Directory, VoIP, Training, SharePoint, Linux, Customer Service, Information Security, Information Technology, Sarbanes-Oxley Act, Software Installation, Software Documentation, Leadership, System Administration, Network Administration, Telephone, CISA, Configurations
Education
University of California, Santa Barbara
Bachelor of Science (B.S.)
Eric Tostenrud Eric Tostenrud's moss adams Experience October 2004 - August 2010
Job Advisory and accounting professional providing reporting and process improvement assistance to companies.
Industry Accounting
Experience
Tostenrud and Company August 2010 - Present
Moss Adams October 2004 - August 2010
KPMG January 1996 - August 2004
National Credit Union Administration May 1995 - January 1996
Office of the Comptroller of the Currency May 1993 - May 1995
Security Pacific National Bank August 1981 - May 1986
Skills
SEC reporting, Internal Audit, M&A due diligence, Audit, Risk Management..., Compilation, Internal Controls, SOX, SEC filings, Auditing, Sarbanes-Oxley Act, Due Diligence, Sarbanes-Oxley, Risk Management, CPA, Tax, Process Optimization, Business Advisory, Accounting, Financial Services, Corporate Governance, Financial Reporting, US GAAP, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 1989 — 1992
MBA, Accounting
Claremont McKenna College 1977 — 1981
BA, Economics, Accounting
Brophy College Preparatory 1974 — 1977
High School, College Preparatory
Tostenrud and Company August 2010 - Present
Moss Adams October 2004 - August 2010
KPMG January 1996 - August 2004
National Credit Union Administration May 1995 - January 1996
Office of the Comptroller of the Currency May 1993 - May 1995
Security Pacific National Bank August 1981 - May 1986
Skills
SEC reporting, Internal Audit, M&A due diligence, Audit, Risk Management..., Compilation, Internal Controls, SOX, SEC filings, Auditing, Sarbanes-Oxley Act, Due Diligence, Sarbanes-Oxley, Risk Management, CPA, Tax, Process Optimization, Business Advisory, Accounting, Financial Services, Corporate Governance, Financial Reporting, US GAAP, Financial Analysis, SEC Filings
Education
California State Polytechnic University-Pomona 1989 — 1992
MBA, Accounting
Claremont McKenna College 1977 — 1981
BA, Economics, Accounting
Brophy College Preparatory 1974 — 1977
High School, College Preparatory
Javonne Pinkney Javonne Pinkney's moss adams Experience October 2005 - May 2008
Job Associate Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp August 2013 - Present
Ares Management November 2011 - August 2013
BNY Mellon June 2008 - November 2011
Moss Adams October 2005 - May 2008
Dichoso and Company 2003 - 2005
Skills
Accounting, GAAP, Financial Analysis, General Ledger, Financial Accounting, Auditing, Financial Modeling, Account Reconciliation, Internal Controls, Analysis, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, US GAAP, Finance, CPA, Accounts Payable
Education
Loyola Marymount University 2001 — 2005
Loyola Marymount University, College of Business Administration 2001 — 2005
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
SS&C GlobeOp August 2013 - Present
Ares Management November 2011 - August 2013
BNY Mellon June 2008 - November 2011
Moss Adams October 2005 - May 2008
Dichoso and Company 2003 - 2005
Skills
Accounting, GAAP, Financial Analysis, General Ledger, Financial Accounting, Auditing, Financial Modeling, Account Reconciliation, Internal Controls, Analysis, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, US GAAP, Finance, CPA, Accounts Payable
Education
Loyola Marymount University 2001 — 2005
Loyola Marymount University, College of Business Administration 2001 — 2005
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Annette Lane, CRS, CNE, SFR Annette Lane, CRS, CNE, SFR's moss adams Experience February 1994 - August 1999
Job Realtor at RE/MAX Inland Empire
Industry Real Estate
Experience
RE/MAX Inland Empire May 2015 - Present
Hasson Company Realtors November 2013 - May 2015
RE/MAX Equity Group January 2008 - November 2013
DPA August 1999 - November 2007
Moss Adams February 1994 - August 1999
Skills
CDPE, SFR, Licensed WA & OR, First Time Home Buyers, Foreclosures, REO, Investors, Residential Homes, Real Estate, Investment Properties, Council of Residential..., FHA, Townhomes, Relocation Buyers, Listings, Buyer Representation, New Home Sales, Buyers, Sellers, Relocation, CRS-Certified..., Move Up Buyers, 1031 Exchanges, ABR
Education
Eastern Washington University 1985 — 1987
Accounting
WSU 1975 — 1978
WSU 1975 — 1978
Business
RE/MAX Inland Empire May 2015 - Present
Hasson Company Realtors November 2013 - May 2015
RE/MAX Equity Group January 2008 - November 2013
DPA August 1999 - November 2007
Moss Adams February 1994 - August 1999
Skills
CDPE, SFR, Licensed WA & OR, First Time Home Buyers, Foreclosures, REO, Investors, Residential Homes, Real Estate, Investment Properties, Council of Residential..., FHA, Townhomes, Relocation Buyers, Listings, Buyer Representation, New Home Sales, Buyers, Sellers, Relocation, CRS-Certified..., Move Up Buyers, 1031 Exchanges, ABR
Education
Eastern Washington University 1985 — 1987
Accounting
WSU 1975 — 1978
WSU 1975 — 1978
Business
Jeremy Dillard, CPA Jeremy Dillard, CPA's moss adams Experience June 2008 - September 2009
Job Partner at SingerLewak LLP
Industry Accounting
Experience
SingerLewak June 2015 - Present
Rivera, Jamjian & Dillard September 2009 - May 2015
Moss Adams June 2008 - September 2009
Deloitte & Touche December 2004 - April 2008
McGladrey & Pullen May 1999 - November 2004
Maginnis, Knechtel & McIntyre August 1996 - April 1999
Skills
Auditing, Internal Controls, Accounting, CPA, Tax, Income Tax, Due Diligence, Assurance, US GAAP, GAAP, Business Valuation, External Audit, Tax Returns, Financial Accounting, Sarbanes-Oxley Act, Finance, Tax Preparation, Corporate Tax, Enterprise Risk..., Audit, Financial Reporting, Tax Accounting, Forensic Accounting, Big 4, Revenue Recognition, COSO Framework, Networking, IFRS, FASB, QuickBooks, COSO, Webinars, Business Networking, Corporate Finance, Managerial Finance, Practice Management, Tax Credits, Research & Development..., Member of AICPA, CalCPA, AICPA Council, Technical Writing, Technical Training, Technical Presentations, Auditing Standards, Financial Statement..., Performance Auditing, Cash Flow, Cash Flow Forecasting, Cash Management
Education
Harvard University 2006 — 2007
Certificates, Leadership Essentials and Management Essentials
University of California, Santa Barbara 1992 — 1996
BA, Business Economics with Concentration in Accounting
SingerLewak June 2015 - Present
Rivera, Jamjian & Dillard September 2009 - May 2015
Moss Adams June 2008 - September 2009
Deloitte & Touche December 2004 - April 2008
McGladrey & Pullen May 1999 - November 2004
Maginnis, Knechtel & McIntyre August 1996 - April 1999
Skills
Auditing, Internal Controls, Accounting, CPA, Tax, Income Tax, Due Diligence, Assurance, US GAAP, GAAP, Business Valuation, External Audit, Tax Returns, Financial Accounting, Sarbanes-Oxley Act, Finance, Tax Preparation, Corporate Tax, Enterprise Risk..., Audit, Financial Reporting, Tax Accounting, Forensic Accounting, Big 4, Revenue Recognition, COSO Framework, Networking, IFRS, FASB, QuickBooks, COSO, Webinars, Business Networking, Corporate Finance, Managerial Finance, Practice Management, Tax Credits, Research & Development..., Member of AICPA, CalCPA, AICPA Council, Technical Writing, Technical Training, Technical Presentations, Auditing Standards, Financial Statement..., Performance Auditing, Cash Flow, Cash Flow Forecasting, Cash Management
Education
Harvard University 2006 — 2007
Certificates, Leadership Essentials and Management Essentials
University of California, Santa Barbara 1992 — 1996
BA, Business Economics with Concentration in Accounting
Jon Cushman Jon Cushman's moss adams Experience October 2010 - July 2012
Job CPA at JOSEPH EVE, Certified Public Accountants
Industry Gambling & Casinos
Experience
JOSEPH EVE, Certified Public Accountants July 2013 - Present
Olympic Panel Products LLC July 2012 - June 2013
Moss Adams October 2010 - July 2012
JOSEPH EVE, Certified Public Accountants September 2009 - September 2010
United States Marine Corps December 2000 - December 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Outlook, Caseware, Solomon, CFF, General Ledger, Accounts Payable, Construction, Microsoft Dynamics SL, CPA, Auditing, Financial Statements, Financial Reporting, Journal Entries, Certified Fraud Examiner, US GAAP, Fixed Assets, Financial Accounting, Account Reconciliation, GAAP, Internal Controls, Financial Analysis, Internal Audit, Budgets, Cash Flow Reporting
Education
The University of Montana - School of Business Administration 2005 — 2008
Master of Accountancy
Olympia High School 1995 — 1999
High School Diploma
JOSEPH EVE, Certified Public Accountants July 2013 - Present
Olympic Panel Products LLC July 2012 - June 2013
Moss Adams October 2010 - July 2012
JOSEPH EVE, Certified Public Accountants September 2009 - September 2010
United States Marine Corps December 2000 - December 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Outlook, Caseware, Solomon, CFF, General Ledger, Accounts Payable, Construction, Microsoft Dynamics SL, CPA, Auditing, Financial Statements, Financial Reporting, Journal Entries, Certified Fraud Examiner, US GAAP, Fixed Assets, Financial Accounting, Account Reconciliation, GAAP, Internal Controls, Financial Analysis, Internal Audit, Budgets, Cash Flow Reporting
Education
The University of Montana - School of Business Administration 2005 — 2008
Master of Accountancy
Olympia High School 1995 — 1999
High School Diploma
Carisa Wisniewski Carisa Wisniewski's moss adams Experience April 2005 - Present
Job Office Managing Partner and Audit Partner at Moss Adams
Industry Accounting
Experience
Moss Adams April 2005 - Present
Moss Adams, LLP - San Diego 2005 - Present
Deloitte & Touche LLP 1989 - 2005
Skills
Public Companies, Lifesciences, SEC filings, CPA, GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Auditing, US GAAP, Assurance, Mergers, IPO, Due Diligence, Financial Accounting, Mergers & Acquisitions, External Audit, Finance, Financial Analysis, Sarbanes-Oxley
Education
California State University-Fullerton
BS
Moss Adams April 2005 - Present
Moss Adams, LLP - San Diego 2005 - Present
Deloitte & Touche LLP 1989 - 2005
Skills
Public Companies, Lifesciences, SEC filings, CPA, GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, Auditing, US GAAP, Assurance, Mergers, IPO, Due Diligence, Financial Accounting, Mergers & Acquisitions, External Audit, Finance, Financial Analysis, Sarbanes-Oxley
Education
California State University-Fullerton
BS
Heather Tomsick Heather Tomsick's moss adams Experience October 2000 - December 2009
Job Senior Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP January 2010 - Present
Moss Adams October 2000 - December 2009
Skills
Accounting, FIN 48, Income Tax, Tax, Corporate Tax, Tax Research, Estate Planning, Tax Advisory, Tax Accounting, Partnership Taxation, CPA, Big 4, Tax Law, International Tax, SEC filings
Education
University of Washington School of Law 2000 — 2004
LLM, Taxation
Gonzaga University 1993 — 2000
Bachelor's Degree in Accounting; JD, accounting and law
Deloitte Tax LLP January 2010 - Present
Moss Adams October 2000 - December 2009
Skills
Accounting, FIN 48, Income Tax, Tax, Corporate Tax, Tax Research, Estate Planning, Tax Advisory, Tax Accounting, Partnership Taxation, CPA, Big 4, Tax Law, International Tax, SEC filings
Education
University of Washington School of Law 2000 — 2004
LLM, Taxation
Gonzaga University 1993 — 2000
Bachelor's Degree in Accounting; JD, accounting and law
Joan Valentine, CPMA, CPC, CPC-H, CCS Joan Valentine, CPMA, CPC, CPC-H, CCS's moss adams Experience March 2010 - March 2014
Job Manager Clinical Coding & Appeals at Optum360
Industry Hospital & Health Care
Experience
Optum360 July 2014 - Present
Genpact April 2014 - July 2014
Moss Adams March 2010 - March 2014
Brookline College May 2011 - December 2011
Scottsdale Healthcare January 2009 - March 2010
Aetna January 2008 - December 2008
AultCare 2003 - 2008
Hometown Health Network 1999 - 2003
Skills
Medical Coding
Education
University of Phoenix 2006 — 2010
Bachelor, Health Care Administraton Long Term Care
University of Phoenix 2006 — 2008
Associate, Health Care Administration
Optum360 July 2014 - Present
Genpact April 2014 - July 2014
Moss Adams March 2010 - March 2014
Brookline College May 2011 - December 2011
Scottsdale Healthcare January 2009 - March 2010
Aetna January 2008 - December 2008
AultCare 2003 - 2008
Hometown Health Network 1999 - 2003
Skills
Medical Coding
Education
University of Phoenix 2006 — 2010
Bachelor, Health Care Administraton Long Term Care
University of Phoenix 2006 — 2008
Associate, Health Care Administration
Tina Ryckman's moss adams Experience 1989 - 1994
Job at D.L. Henricksen
Industry Accounting
Experience
D.L. Henricksen 2010 - Present
Abbey Road Group Land Development Services Company, LLC September 2005 - 2010
Absher Construction February 1999 - September 2005
Absher Construction February 1994 - March 1999
Moss Adams 1989 - 1994
Skills
Budgets, Contract Management, Accounting, Accounts Payable, CPA, GAAP, Contract Negotiation, Microsoft Excel, Construction, Financial Statements, General Ledger, Cost Accounting, Cash Flow, Variance Analysis, Cash Flow Forecasting, Internal Controls, Financial Accounting, Outlook, Financial Reporting, Job Costing, Auditing
Education
Pacific Lutheran University - School of Business 1985 — 1988
Bachelor of Business Adminstration
D.L. Henricksen 2010 - Present
Abbey Road Group Land Development Services Company, LLC September 2005 - 2010
Absher Construction February 1999 - September 2005
Absher Construction February 1994 - March 1999
Moss Adams 1989 - 1994
Skills
Budgets, Contract Management, Accounting, Accounts Payable, CPA, GAAP, Contract Negotiation, Microsoft Excel, Construction, Financial Statements, General Ledger, Cost Accounting, Cash Flow, Variance Analysis, Cash Flow Forecasting, Internal Controls, Financial Accounting, Outlook, Financial Reporting, Job Costing, Auditing
Education
Pacific Lutheran University - School of Business 1985 — 1988
Bachelor of Business Adminstration
Eric Blau, CPA Eric Blau, CPA's moss adams Experience January 2015 - Present
Job Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams January 2015 - Present
Moss Adams LLP July 2012 - Present
Skills
Microsoft Office, Financial Reporting, Tax, Microsoft Excel, Accounting, Microsoft Word, GAAP, Financial Analysis, Internal Controls
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2010 — 2012
Moss Adams January 2015 - Present
Moss Adams LLP July 2012 - Present
Skills
Microsoft Office, Financial Reporting, Tax, Microsoft Excel, Accounting, Microsoft Word, GAAP, Financial Analysis, Internal Controls
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2010 — 2012
Cayla Pruett's moss adams Experience October 2010 - January 2013
Job CoOwner of Becoming One, PDX
Industry Events Services
Experience
Riverside Golf & Country Club January 2013 - April 2014
Moss Adams October 2010 - January 2013
Azusa Pacific University Office of World Missions November 2009 - June 2010
Azusa Pacific University August 2009 - May 2010
Oasis Church September 2009 - April 2010
24 Hour Fitness February 2007 - April 2010
Angel's Sing September 2006 - December 2006
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Customer Service, Non-profits, Financial Analysis, Budgets, Event Planning, Public Speaking, Auditing, Wedding Planning, Event Management
Education
Azusa Pacific University 2005 — 2010
Bachelor of Science, Accounting, GPA: 3.6
Riverside Golf & Country Club January 2013 - April 2014
Moss Adams October 2010 - January 2013
Azusa Pacific University Office of World Missions November 2009 - June 2010
Azusa Pacific University August 2009 - May 2010
Oasis Church September 2009 - April 2010
24 Hour Fitness February 2007 - April 2010
Angel's Sing September 2006 - December 2006
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Customer Service, Non-profits, Financial Analysis, Budgets, Event Planning, Public Speaking, Auditing, Wedding Planning, Event Management
Education
Azusa Pacific University 2005 — 2010
Bachelor of Science, Accounting, GPA: 3.6
Nancy Young Nancy Young's moss adams Experience June 2006 - February 2015
Job Director of Budget & Grants at TriMet
Industry Accounting
Experience
TriMet March 2015 - Present
Moss Adams June 2006 - February 2015
Oregon Secretary of State 1996 - 2006
Skills
GAAP, CPA, Government, IT Audit, Analysis, Fraud, Strategic Planning, Internal Controls, CISA, Auditing, Certified Fraud Examiner, Access Lists, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Accounting, Public Speaking, Financial Accounting, US GAAP, Student Development, Assurance, Forensic Accounting
Education
Portland State University 2004 — 2006
TriMet March 2015 - Present
Moss Adams June 2006 - February 2015
Oregon Secretary of State 1996 - 2006
Skills
GAAP, CPA, Government, IT Audit, Analysis, Fraud, Strategic Planning, Internal Controls, CISA, Auditing, Certified Fraud Examiner, Access Lists, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Accounting, Public Speaking, Financial Accounting, US GAAP, Student Development, Assurance, Forensic Accounting
Education
Portland State University 2004 — 2006
Brandon Bayne Brandon Bayne's moss adams Experience June 2009 - August 2009
Job Accountant at Boeing
Industry Accounting
Experience
Boeing September 2010 - Present
Moss Adams June 2009 - August 2009
Skills
GAAP, Auditing, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Financial Statements
Education
Central Washington University 2009 — 2010
Master of Professional Accountancy, Accounting
Central Washington University 2007 — 2009
BS Accounting, Accounting
Boeing September 2010 - Present
Moss Adams June 2009 - August 2009
Skills
GAAP, Auditing, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Financial Statements
Education
Central Washington University 2009 — 2010
Master of Professional Accountancy, Accounting
Central Washington University 2007 — 2009
BS Accounting, Accounting
Heather Appell Heather Appell's moss adams Experience January 2006 - April 2010
Job Senior Manager of Training at ServiceNow – The Enterprise Cloud Company
Industry Education Management
Experience
ServiceNow – The Enterprise Cloud Company August 2015 - Present
Avalara April 2013 - August 2015
Quorum Review August 2011 - February 2013
The Boeing Company October 2010 - August 2011
Moss Adams January 2006 - April 2010
Key Bank October 2004 - January 2006
Landmark Education 2000 - 2005
EverTrust Financial Group (acquired by Key Bank) May 2002 - October 2004
Skills
Leadership Development, Performance Management, Vendor Management, Training, Program Management, Organizational..., Project Management, Instructional Design, Leadership, Coaching, Team Building, E-Learning, Human Resources, Management, Staff Development, Strategic Planning, Change Management, Project Planning, Learning Management..., Budgets, Learning Management, Performance Improvement, Instructor-led Training, Software Documentation, Training Delivery, Employee Engagement, Strategy, Technical Training, Onboarding, Talent Management, Succession Planning, Workshop Facilitation, Adult Education, Employee Training, Career Development, Blended Learning, Organizational..., Executive Coaching, Needs Analysis, ADDIE, Performance Consulting, Management Development, Technical Writing, Personnel Management, Employee Relations, Interviews, Conflict Resolution, Culture Change, Talent Acquisition
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
Seattle University 1996 — 1997
MIT, Education
University of California, Davis 1990 — 1994
A.B., Psychology, Dramatic Arts
ServiceNow – The Enterprise Cloud Company August 2015 - Present
Avalara April 2013 - August 2015
Quorum Review August 2011 - February 2013
The Boeing Company October 2010 - August 2011
Moss Adams January 2006 - April 2010
Key Bank October 2004 - January 2006
Landmark Education 2000 - 2005
EverTrust Financial Group (acquired by Key Bank) May 2002 - October 2004
Skills
Leadership Development, Performance Management, Vendor Management, Training, Program Management, Organizational..., Project Management, Instructional Design, Leadership, Coaching, Team Building, E-Learning, Human Resources, Management, Staff Development, Strategic Planning, Change Management, Project Planning, Learning Management..., Budgets, Learning Management, Performance Improvement, Instructor-led Training, Software Documentation, Training Delivery, Employee Engagement, Strategy, Technical Training, Onboarding, Talent Management, Succession Planning, Workshop Facilitation, Adult Education, Employee Training, Career Development, Blended Learning, Organizational..., Executive Coaching, Needs Analysis, ADDIE, Performance Consulting, Management Development, Technical Writing, Personnel Management, Employee Relations, Interviews, Conflict Resolution, Culture Change, Talent Acquisition
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
Seattle University 1996 — 1997
MIT, Education
University of California, Davis 1990 — 1994
A.B., Psychology, Dramatic Arts
Anna Olson Anna Olson's moss adams Experience April 2005 - May 2014
Job Human Resources Manager
Industry Accounting
Experience
Nintendo May 2014 - Present
Seattle Children's Autism Center 2009 - Present
Parent 2015 - 2015
Parent 2015 - 2015
Moss Adams April 2005 - May 2014
TEAM Center of WA April 2010 - January 2013
People CD January 2009 - December 2011
ASTAR Autism Center 2006 - 2009
VMC Consulting 2003 - 2004
BSQUARE 1999 - 2003
Skills
Training, Performance Management, Recruiting, Process Improvement, Deferred Compensation, Change Management, Employee Benefits, Talent Management, Program Development, Employee Relations, Succession Planning, Strategic Planning, Organizational..., Onboarding, Leadership, Human Resources, HRIS, Applicant Tracking..., Talent Acquisition, Employee Engagement, Team Building, Management, Budgets, Personnel Management, Career Development, Payroll, Policy, Technical Recruiting, Time Management, Interviews, New Hire Orientations, Program Management, Conflict Resolution, Workforce Planning, Benefits Administration, Leadership Development, Hiring, Vendor Management, College Recruiting, Internet Recruiting, Staff Development, Resume Writing, FMLA
Education
Seattle University 1991 — 1995
Bachelors in Criminal Justice, Criminal Justice
John F Kennedy High school 1987 — 1991
Nintendo May 2014 - Present
Seattle Children's Autism Center 2009 - Present
Parent 2015 - 2015
Parent 2015 - 2015
Moss Adams April 2005 - May 2014
TEAM Center of WA April 2010 - January 2013
People CD January 2009 - December 2011
ASTAR Autism Center 2006 - 2009
VMC Consulting 2003 - 2004
BSQUARE 1999 - 2003
Skills
Training, Performance Management, Recruiting, Process Improvement, Deferred Compensation, Change Management, Employee Benefits, Talent Management, Program Development, Employee Relations, Succession Planning, Strategic Planning, Organizational..., Onboarding, Leadership, Human Resources, HRIS, Applicant Tracking..., Talent Acquisition, Employee Engagement, Team Building, Management, Budgets, Personnel Management, Career Development, Payroll, Policy, Technical Recruiting, Time Management, Interviews, New Hire Orientations, Program Management, Conflict Resolution, Workforce Planning, Benefits Administration, Leadership Development, Hiring, Vendor Management, College Recruiting, Internet Recruiting, Staff Development, Resume Writing, FMLA
Education
Seattle University 1991 — 1995
Bachelors in Criminal Justice, Criminal Justice
John F Kennedy High school 1987 — 1991
Bryce Brandaw's moss adams Experience October 2013 — Present
Job Tax Senior at Geffen Mesher
Industry Accounting
Experience
Moss Adams October 2013 — Present
UTi Worldwide Inc. February 2012 — October 2013
Oregon State University June 2010 — March 2012
First Investors June 2010 — September 2010
Illahe Hills Country Club January 2005 — January 2009
Skills
Microsoft Word, Accounting, Microsoft Office, Data Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Financial Analysis
Education
Oregon State University 2006 — 2011
BA, Finance and Accounting
Moss Adams October 2013 — Present
UTi Worldwide Inc. February 2012 — October 2013
Oregon State University June 2010 — March 2012
First Investors June 2010 — September 2010
Illahe Hills Country Club January 2005 — January 2009
Skills
Microsoft Word, Accounting, Microsoft Office, Data Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Financial Analysis
Education
Oregon State University 2006 — 2011
BA, Finance and Accounting
Rie (Leah) Taniguchi's moss adams Experience September 1999 - August 2001
Job
Industry Financial Services
Experience
Triton Management Services August 2004 - Present
moss adams September 1999 - August 2001
yergen and meyer January 1996 - August 1999
Skills
Auditing, Accounting, Financial Reporting, Tax, GAAP, Financial Analysis, CPA, Financial Accounting, Internal Controls, Income Tax, General Ledger, Financial Statements, US GAAP
Education
Portland State University - School of Business 1994 — 1995
BA
Triton Management Services August 2004 - Present
moss adams September 1999 - August 2001
yergen and meyer January 1996 - August 1999
Skills
Auditing, Accounting, Financial Reporting, Tax, GAAP, Financial Analysis, CPA, Financial Accounting, Internal Controls, Income Tax, General Ledger, Financial Statements, US GAAP
Education
Portland State University - School of Business 1994 — 1995
BA
Laura Cyphert's moss adams Experience June 2000 - March 2013
Job
Industry Veterinary
Experience
Veterinary Specialty Hospital March 2013 - Present
Moss Adams June 2000 - March 2013
Turnquist, Schmitt, Kitrosser & McMahon, LLP January 1994 - June 2000
SDA Security Systems 1999 - 2000
U.S. Army Reserves April 1987 - March 1993
Skills
Auditing, Internal Controls, Accountants, Assurance, Financial Reporting, Strategic Planning, M&A experience, Public Speaking, Risk Assessment, Finance, Internal Audit, Accounting, CPA, Mergers & Acquisitions, Policy, US GAAP, SEC filings, GAAP, Financial Accounting, Revenue Recognition, Sarbanes-Oxley Act, Due Diligence, Budgets, Forecasting, Process Improvement, Financial Analysis, Start-ups, Management, Leadership, Training, Financial Statements, Tax, General Ledger
Education
San Diego State University-California State University 1989 — 1993
BS, Accounting
Pittsford Mendon HS 1984 — 1986
Veterinary Specialty Hospital March 2013 - Present
Moss Adams June 2000 - March 2013
Turnquist, Schmitt, Kitrosser & McMahon, LLP January 1994 - June 2000
SDA Security Systems 1999 - 2000
U.S. Army Reserves April 1987 - March 1993
Skills
Auditing, Internal Controls, Accountants, Assurance, Financial Reporting, Strategic Planning, M&A experience, Public Speaking, Risk Assessment, Finance, Internal Audit, Accounting, CPA, Mergers & Acquisitions, Policy, US GAAP, SEC filings, GAAP, Financial Accounting, Revenue Recognition, Sarbanes-Oxley Act, Due Diligence, Budgets, Forecasting, Process Improvement, Financial Analysis, Start-ups, Management, Leadership, Training, Financial Statements, Tax, General Ledger
Education
San Diego State University-California State University 1989 — 1993
BS, Accounting
Pittsford Mendon HS 1984 — 1986
Aaron Tompkins's moss adams Experience May 2005 - Present
Job Tax Senior Manager at Moss Adams
Industry Accounting
Experience
Moss Adams May 2005 - Present
Skills
Tax, Corporate Tax
Education
Montana State University-Billings 1997 — 2002
Moss Adams May 2005 - Present
Skills
Tax, Corporate Tax
Education
Montana State University-Billings 1997 — 2002
Kathy Curran's moss adams Experience August 2005 - Present
Job Senior Tax Manager at Moss Adams
Industry Accounting
Experience
Moss Adams August 2005 - Present
Skills
Income Tax, Tax Research, Corporate Tax, Tax, CPA, Tax Accounting, GAAP, US GAAP, Partnership Taxation, Auditing, Tax Preparation
Education
Dominican University
MBA
Golden Gate University
Masters of Science in Taxation
University of Illinois at Urbana-Champaign
Moss Adams August 2005 - Present
Skills
Income Tax, Tax Research, Corporate Tax, Tax, CPA, Tax Accounting, GAAP, US GAAP, Partnership Taxation, Auditing, Tax Preparation
Education
Dominican University
MBA
Golden Gate University
Masters of Science in Taxation
University of Illinois at Urbana-Champaign
James Workman's moss adams Experience January 1994 - Present
Job Tax Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams January 1994 - Present
Skills
Corporate Tax, Tax, Forest Products, Manufacturing, Consumer Products, Tax Planning, Business Consulting, State Tax, Strategic Financial..., Corporate Restructure..., Partnership Taxation, Financial Planners, Tax Accounting, Income Tax, Tax Preparation
Education
Oregon State University 1988 — 1993
Bachelor of Science (B.S.), Business Adminstration
Moss Adams January 1994 - Present
Skills
Corporate Tax, Tax, Forest Products, Manufacturing, Consumer Products, Tax Planning, Business Consulting, State Tax, Strategic Financial..., Corporate Restructure..., Partnership Taxation, Financial Planners, Tax Accounting, Income Tax, Tax Preparation
Education
Oregon State University 1988 — 1993
Bachelor of Science (B.S.), Business Adminstration
Rebekah Funk's moss adams Experience May 1999 - September 2005
Job Tax Director at Alaska Airlines, Inc.
Industry Accounting
Experience
Alaska Airlines April 2015 - Present
Alaska Airlines January 2013 - April 2015
Vulcan, Inc. February 2007 - January 2013
Infospace September 2005 - February 2007
Moss Adams May 1999 - September 2005
Skills
Tax, GAAP, Accounting, Sarbanes-Oxley Act, QuickBooks, Financial Reporting, Internal Controls, Financial Analysis, Strategic Financial..., Forecasting, Corporate Tax, Budget, Tax Research, Income Tax, PeopleSoft, Microsoft Excel, Financial Modeling, Process Improvement, Managerial Finance, Payroll Taxes, Transportation Taxes, SharePoint, State Tax
Education
Golden Gate University 2002 — 2008
Masters, Tax
Washington State University 1995 — 1999
BA, Business - Accounting
Alaska Airlines April 2015 - Present
Alaska Airlines January 2013 - April 2015
Vulcan, Inc. February 2007 - January 2013
Infospace September 2005 - February 2007
Moss Adams May 1999 - September 2005
Skills
Tax, GAAP, Accounting, Sarbanes-Oxley Act, QuickBooks, Financial Reporting, Internal Controls, Financial Analysis, Strategic Financial..., Forecasting, Corporate Tax, Budget, Tax Research, Income Tax, PeopleSoft, Microsoft Excel, Financial Modeling, Process Improvement, Managerial Finance, Payroll Taxes, Transportation Taxes, SharePoint, State Tax
Education
Golden Gate University 2002 — 2008
Masters, Tax
Washington State University 1995 — 1999
BA, Business - Accounting
Dave Girt's moss adams Experience September 1999 - Present
Job Partner, Moss Adams
Industry Accounting
Experience
Moss Adams September 1999 - Present
Yergen and Meyer June 1988 - September 1999
Skills
Financial Reporting, Tax, Accounting, Budgeting, Real Estate, Business Valuation, Construction, Budgets, Income Tax, GAAP, Tax Research, CPA, Partnership Taxation, Assurance, S Corporations, High Net Worth..., US GAAP, Tax Accounting, SEC filings, Tax Preparation, FIN 48, Tax Returns, Corporate Tax, IRS, Financial Statements, Internal Controls, External Audit, Accountants, Auditing, Tax Law, Financial Accounting
Education
University of Oregon 1976 — 1981
Bachelor of Science (BS), Accounting
Marshfield High School 1972 — 1976
High School
Moss Adams September 1999 - Present
Yergen and Meyer June 1988 - September 1999
Skills
Financial Reporting, Tax, Accounting, Budgeting, Real Estate, Business Valuation, Construction, Budgets, Income Tax, GAAP, Tax Research, CPA, Partnership Taxation, Assurance, S Corporations, High Net Worth..., US GAAP, Tax Accounting, SEC filings, Tax Preparation, FIN 48, Tax Returns, Corporate Tax, IRS, Financial Statements, Internal Controls, External Audit, Accountants, Auditing, Tax Law, Financial Accounting
Education
University of Oregon 1976 — 1981
Bachelor of Science (BS), Accounting
Marshfield High School 1972 — 1976
High School
Donald Gosnell, CHFP's moss adams Experience November 2006 - December 2008
Job Financial Analyst at Skagit Valley Hospital
Industry Accounting
Experience
Skagit Valley Hospital January 2009 - Present
Moss Adams November 2006 - December 2008
sildey austin June 2005 - August 2005
Sidley Austin Brown & Wood June 2004 - August 2004
Skills
Accounting, Financial Reporting, Process Improvement, Financial Analysis, Healthcare, Healthcare Management, Healthcare Information..., Microsoft Excel, Accounts Receivable, Microsoft Office, Hospitals, Meditech, Analysis, Access, Budgets, GAAP, Strategic Planning, EPSi, Revenue Cycle, CPA, Auditing
Education
Loyola University of Chicago 2001 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Skagit Valley Hospital January 2009 - Present
Moss Adams November 2006 - December 2008
sildey austin June 2005 - August 2005
Sidley Austin Brown & Wood June 2004 - August 2004
Skills
Accounting, Financial Reporting, Process Improvement, Financial Analysis, Healthcare, Healthcare Management, Healthcare Information..., Microsoft Excel, Accounts Receivable, Microsoft Office, Hospitals, Meditech, Analysis, Access, Budgets, GAAP, Strategic Planning, EPSi, Revenue Cycle, CPA, Auditing
Education
Loyola University of Chicago 2001 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Kevin Chin, CPA's moss adams Experience 1987 - 1991
Job Manager at Garhwal, Chan & Williams
Industry Accounting
Experience
Garhwal, Chan & Williams April 1997 - Present
Bank of America March 1996 - February 1997
Home Federal Savings & Loan January 1995 - March 1996
Continental Savings of America August 1992 - December 1994
Moss Adams 1987 - 1991
Education
San Francisco State University 1981 — 1986
Accounting
Garhwal, Chan & Williams April 1997 - Present
Bank of America March 1996 - February 1997
Home Federal Savings & Loan January 1995 - March 1996
Continental Savings of America August 1992 - December 1994
Moss Adams 1987 - 1991
Education
San Francisco State University 1981 — 1986
Accounting
Heather Schnider, CPA, CGMA's moss adams Experience 2000 - 2003
Job Assistant Controller at Alpha Technologies
Industry Accounting
Experience
Alpha Technologies October 2014 - Present
Benefit Solutions, Inc. May 2013 - October 2014
CF Fresh, Inc. May 2009 - May 2013
Toyer and Associates November 2006 - May 2009
Lifetek, Inc. May 2006 - November 2006
Allyis 2004 - 2006
Moss Adams 2000 - 2003
Skills
Auditing, Individual Taxation, S Corporations, Accounting, Financial Reporting, Payroll, General Ledger, Reconciliation, GAAP, Budgeting, Forecasting, Analysis, Audit, Tax, Accounts Payable, Accounts Receivable, Preparation, Cash Flow, Financial Analysis, Cash, Microsoft Office, Excel, Account Reconciliation, Budgets, Microsoft Excel, Journal Entries, Tax Preparation, Consolidation, Tax Returns, Sales Tax
Education
Central Washington University 1996 — 2000
Bachlor of Science, Accounting, Minor in Dance
Hazen High School 1992 — 1996
Alpha Technologies October 2014 - Present
Benefit Solutions, Inc. May 2013 - October 2014
CF Fresh, Inc. May 2009 - May 2013
Toyer and Associates November 2006 - May 2009
Lifetek, Inc. May 2006 - November 2006
Allyis 2004 - 2006
Moss Adams 2000 - 2003
Skills
Auditing, Individual Taxation, S Corporations, Accounting, Financial Reporting, Payroll, General Ledger, Reconciliation, GAAP, Budgeting, Forecasting, Analysis, Audit, Tax, Accounts Payable, Accounts Receivable, Preparation, Cash Flow, Financial Analysis, Cash, Microsoft Office, Excel, Account Reconciliation, Budgets, Microsoft Excel, Journal Entries, Tax Preparation, Consolidation, Tax Returns, Sales Tax
Education
Central Washington University 1996 — 2000
Bachlor of Science, Accounting, Minor in Dance
Hazen High School 1992 — 1996
Aliina Anton-Erik's moss adams Experience July 2003 - May 2009
Job CPA at Werner, O'Meara & Co., PLLC
Industry Accounting
Experience
Werner, O'Meara & Co., PLLC October 2012 - Present
Werner, O'Meara & Co., PLLC 2012 - 2013
Bauer Evans, P.S. Inc. January 2010 - June 2012
Moss Adams July 2003 - May 2009
Quellos 2002 - 2003
Bettinger, Mifflin, Rich PS November 2001 - April 2002
Education
Golden Gate University 2000 — 2002
MS, Tax
University of Idaho 1999 — 2000
Bachelor of Science (BS), Geography
University of Idaho 1990 — 1994
BS, Geography
Lewiston High School 1987 — 1990
1990
Werner, O'Meara & Co., PLLC October 2012 - Present
Werner, O'Meara & Co., PLLC 2012 - 2013
Bauer Evans, P.S. Inc. January 2010 - June 2012
Moss Adams July 2003 - May 2009
Quellos 2002 - 2003
Bettinger, Mifflin, Rich PS November 2001 - April 2002
Education
Golden Gate University 2000 — 2002
MS, Tax
University of Idaho 1999 — 2000
Bachelor of Science (BS), Geography
University of Idaho 1990 — 1994
BS, Geography
Lewiston High School 1987 — 1990
1990
Chris Hoel's moss adams Experience 1993 - 1996
Job VP, Chief Accounting Officer, at Getty Images
Industry Accounting
Experience
Getty Images April 2014 - Present
Fisher Communications, Inc. July 2005 - March 2009
Xcyte Therapies February 2001 - July 2005
Pathogenesis Corporation April 1998 - February 2001
Chiron Corporation 2000 - 2001
KPMG 1996 - 1998
Moss Adams 1993 - 1996
Education
Central Washington University 1989 — 1993
BS, Accounting
Getty Images April 2014 - Present
Fisher Communications, Inc. July 2005 - March 2009
Xcyte Therapies February 2001 - July 2005
Pathogenesis Corporation April 1998 - February 2001
Chiron Corporation 2000 - 2001
KPMG 1996 - 1998
Moss Adams 1993 - 1996
Education
Central Washington University 1989 — 1993
BS, Accounting
James Morrison's moss adams Experience June 2003 - June 2005
Job Principal at Morrison Investment Properties, Inc.
Industry Real Estate
Experience
Morrison Investment Properties, Inc. March 2013 - Present
Archstone-Smith April 2008 - February 2013
Chelsea Investment Corporation July 2006 - November 2007
Moss Adams June 2003 - June 2005
Skills
Acquisitions, Valuation, Budgets, Financial Analysis, Due Diligence, Leases, Real Estate Economics, Finance, Disposition, Real Estate, Forecasting, Property Management, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
University of San Diego 2005 — 2006
Masters of Science, Real Estate
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
USDHS 1994 — 1998
Morrison Investment Properties, Inc. March 2013 - Present
Archstone-Smith April 2008 - February 2013
Chelsea Investment Corporation July 2006 - November 2007
Moss Adams June 2003 - June 2005
Skills
Acquisitions, Valuation, Budgets, Financial Analysis, Due Diligence, Leases, Real Estate Economics, Finance, Disposition, Real Estate, Forecasting, Property Management, Financial Modeling, Mergers & Acquisitions, Corporate Finance
Education
University of San Diego 2005 — 2006
Masters of Science, Real Estate
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics
USDHS 1994 — 1998
Michael Lundstrom's moss adams Experience May 2007 - November 2009
Job CFO at Bank of Napa
Industry Accounting
Experience
Bank of Napa November 2009 - Present
Moss Adams May 2007 - November 2009
Education
Gustavus Adolphus College 1991 — 1995
Bank of Napa November 2009 - Present
Moss Adams May 2007 - November 2009
Education
Gustavus Adolphus College 1991 — 1995
Yanru Qu, CPA, CIA's moss adams Experience September 2006 - May 2010
Job Assistant Controller
Industry Accounting
Experience
Distant Lands Coffee March 2013 - March 2015
Moss Adams September 2006 - May 2010
University of Idaho 2004 - 2006
Skills
Internal Controls, Risk Assessment, Financial Statements, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Accounting, Risk Management, GAAP, CPA, Financial Audits, Financial Reporting, Accounting, US GAAP, Variance Analysis, Finance, Financial Analysis
Education
University of Idaho 2004 — 2006
Master of Accountancy
Distant Lands Coffee March 2013 - March 2015
Moss Adams September 2006 - May 2010
University of Idaho 2004 - 2006
Skills
Internal Controls, Risk Assessment, Financial Statements, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Accounting, Risk Management, GAAP, CPA, Financial Audits, Financial Reporting, Accounting, US GAAP, Variance Analysis, Finance, Financial Analysis
Education
University of Idaho 2004 — 2006
Master of Accountancy
Gibbons (gibbons)'s moss adams Experience May 2001 - Present
Job Sr Tax Mgr at Moss Adams
Industry Accounting
Experience
Moss Adams May 2001 - Present
Eichastaedt & Associates September 1985 - May 2001
Education
Golden Gate University, School of Law 1981 — 1983
JD/ MS Tax
Moss Adams May 2001 - Present
Eichastaedt & Associates September 1985 - May 2001
Education
Golden Gate University, School of Law 1981 — 1983
JD/ MS Tax
Carole (Jodi) Trent's moss adams Experience December 2006 - November 2012
Job Director at KS&Co
Industry Accounting
Experience
KS&Co November 2012 - Present
Moss Adams December 2006 - November 2012
KPMG 2000 - 2006
Deloitte May 1998 - November 1999
Arthur Andersen LLP 1991 - 1996
Skills
International Tax, Tax Advisory, Corporate Tax, Tax, Income Tax, High Net Worth..., Tax Research, Estate Planning, CPA, Tax Returns, Partnership Taxation, Tax Preparation, Tax Accounting, GAAP, S Corporations
Education
University of New Orleans 1993 — 1998
Binghamton University - School of Management 1987 — 1991
KS&Co November 2012 - Present
Moss Adams December 2006 - November 2012
KPMG 2000 - 2006
Deloitte May 1998 - November 1999
Arthur Andersen LLP 1991 - 1996
Skills
International Tax, Tax Advisory, Corporate Tax, Tax, Income Tax, High Net Worth..., Tax Research, Estate Planning, CPA, Tax Returns, Partnership Taxation, Tax Preparation, Tax Accounting, GAAP, S Corporations
Education
University of New Orleans 1993 — 1998
Binghamton University - School of Management 1987 — 1991
Mark Fitzpatrick's moss adams Experience October 2008 - Present
Job Partner at Moss Adams
Industry Accounting
Experience
Moss Adams October 2008 - Present
Moss Adams LLP December 2005 - October 2008
PricewaterhouseCoopers September 2003 - December 2005
PricewaterhouseCoopers July 1999 - August 2003
PricewaterhouseCoopers July 1996 - June 1999
PricewaterhouseCoopers August 1994 - June 1996
Skills
US GAAP, IFRS, Financial Reporting, Internal Controls, Auditing, Accounting, SEC filings, Assurance, CPA, Financial Accounting, Sarbanes-Oxley Act, GAAP, External Audit, Revenue Recognition
Education
Oregon State University 1990 — 1994
BS, Accounting and Finance
Moss Adams October 2008 - Present
Moss Adams LLP December 2005 - October 2008
PricewaterhouseCoopers September 2003 - December 2005
PricewaterhouseCoopers July 1999 - August 2003
PricewaterhouseCoopers July 1996 - June 1999
PricewaterhouseCoopers August 1994 - June 1996
Skills
US GAAP, IFRS, Financial Reporting, Internal Controls, Auditing, Accounting, SEC filings, Assurance, CPA, Financial Accounting, Sarbanes-Oxley Act, GAAP, External Audit, Revenue Recognition
Education
Oregon State University 1990 — 1994
BS, Accounting and Finance
Mark Ramsland's moss adams Experience September 2007 - October 2010
Job Financial Analyst at Teradata
Industry Accounting
Experience
Teradata January 2015 - Present
Preferred Homecare January 2011 - January 2015
LifeCare Solutions October 2010 - January 2015
Moss Adams September 2007 - October 2010
Calvary Church August 2005 - February 2007
Summer Institute of Linguistics June 2005 - August 2005
Biola Adult Degree Programs December 2003 - May 2005
Skills
Auditing, Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Budget
Education
Biola University
BS
Teradata January 2015 - Present
Preferred Homecare January 2011 - January 2015
LifeCare Solutions October 2010 - January 2015
Moss Adams September 2007 - October 2010
Calvary Church August 2005 - February 2007
Summer Institute of Linguistics June 2005 - August 2005
Biola Adult Degree Programs December 2003 - May 2005
Skills
Auditing, Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Budget
Education
Biola University
BS
Darci Boyle's moss adams Experience January 2000 - Present
Job Partner, National Practice Leader, Medical Groups & Physicians at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2013 - Present
Moss Adams January 2000 - Present
KPMG September 1994 - January 2000
McFarland & Alton 1992 - 1994
Skills
Budgeting and cash flow, Healthcare Industry, Healthcare, Tax, Income Tax Planning &..., Merger & Acquisition..., Business Consulting, Benchmarking, Insurance, Health Plans, Professional Services, Ancillary Health Care..., Medical Groups &...
Education
Portland State University 1992 — 1993
Master's degree, Taxation
Gonzaga University 1986 — 1990
Bachelor's degree, Accounting
Moss Adams LLP August 2013 - Present
Moss Adams January 2000 - Present
KPMG September 1994 - January 2000
McFarland & Alton 1992 - 1994
Skills
Budgeting and cash flow, Healthcare Industry, Healthcare, Tax, Income Tax Planning &..., Merger & Acquisition..., Business Consulting, Benchmarking, Insurance, Health Plans, Professional Services, Ancillary Health Care..., Medical Groups &...
Education
Portland State University 1992 — 1993
Master's degree, Taxation
Gonzaga University 1986 — 1990
Bachelor's degree, Accounting
Pratibha Bhatia, PMP's moss adams Experience 2008 - May 2010
Job Program/Portfolio Manager
Industry Information Technology and Services
Experience
Hcl Technologies America Inc October 2014 - Present
HCL Technologies July 2013 - Present
Cognizant Technology Solutions October 2011 - June 2013
Microsoft Corporation April 2010 - September 2010
Moss Adams 2008 - May 2010
Microsoft 2008 - 2008
Satyam March 2007 - July 2007
Deloitte Support Services India February 2006 - February 2007
Deloitte Support Services 2006 - 2007
WOW Global Corporation 2005 - 2005
Skills
Software Project..., SharePoint, Knowledge Management, Project Management, Content Management, Business Analysis, Requirements Analysis, Vendor Management, SDLC, PMP, Program Management, Process Improvement, Microsoft SQL Server, Agile Methodologies, Visio, Web Analytics, Omniture, Agile Project Management, Analytics, Scrum, Consulting, Cross-functional Team..., Project Delivery, Management, Project Planning, Project Portfolio...
Education
Symbiosis institute of Management Studies 2001 — 2005
MBA, International Business
Kurukshetra University 2000 — 2001
PGDCA, Computer Applications
Kurukshetra University 1997 — 2000
BA, Economics
Hcl Technologies America Inc October 2014 - Present
HCL Technologies July 2013 - Present
Cognizant Technology Solutions October 2011 - June 2013
Microsoft Corporation April 2010 - September 2010
Moss Adams 2008 - May 2010
Microsoft 2008 - 2008
Satyam March 2007 - July 2007
Deloitte Support Services India February 2006 - February 2007
Deloitte Support Services 2006 - 2007
WOW Global Corporation 2005 - 2005
Skills
Software Project..., SharePoint, Knowledge Management, Project Management, Content Management, Business Analysis, Requirements Analysis, Vendor Management, SDLC, PMP, Program Management, Process Improvement, Microsoft SQL Server, Agile Methodologies, Visio, Web Analytics, Omniture, Agile Project Management, Analytics, Scrum, Consulting, Cross-functional Team..., Project Delivery, Management, Project Planning, Project Portfolio...
Education
Symbiosis institute of Management Studies 2001 — 2005
MBA, International Business
Kurukshetra University 2000 — 2001
PGDCA, Computer Applications
Kurukshetra University 1997 — 2000
BA, Economics
Helen (Bisnett) Edgington's moss adams Experience December 2004 - December 2008
Job Finance Manager at Fender Musical Instruments Corporation
Industry Accounting
Experience
Fender Musical Instruments Corporation April 2014 - Present
SunGard January 2013 - July 2013
SunGard January 2012 - December 2012
SunGard February 2010 - December 2011
Moss Adams December 2004 - December 2008
KPMG September 2003 - November 2004
Skills
SEC filings, US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Analysis, Financial Modeling, Internal Controls, GAAP, Analysis, Finance, Assurance, CPA, Strategic Financial...
Education
Santa Clara University 1999 — 2003
Bachelor, Accounting
Fender Musical Instruments Corporation April 2014 - Present
SunGard January 2013 - July 2013
SunGard January 2012 - December 2012
SunGard February 2010 - December 2011
Moss Adams December 2004 - December 2008
KPMG September 2003 - November 2004
Skills
SEC filings, US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Analysis, Financial Modeling, Internal Controls, GAAP, Analysis, Finance, Assurance, CPA, Strategic Financial...
Education
Santa Clara University 1999 — 2003
Bachelor, Accounting
Jessica Morfopoulos, CPA's moss adams Experience 2006 - 2007
Job financial and accounting consultant
Industry Accounting
Experience
Okyanos Heart Institute 2011 - Present
Diskeeper Corporation 2010 - 2010
Beckmann Consulting 2007 - 2010
Moss Adams 2006 - 2007
Skills
Accounting, GAAP, General Ledger, Financial Reporting, QuickBooks, Budgets, Financial Accounting, Auditing, Microsoft Excel, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Tax Preparation, Start-ups, Finance, Cash Flow Forecasting, Small Business, Internal Controls, Financial Analysis, Tax
Education
University of California, Los Angeles 2002 — 2006
Delphi Academy
Okyanos Heart Institute 2011 - Present
Diskeeper Corporation 2010 - 2010
Beckmann Consulting 2007 - 2010
Moss Adams 2006 - 2007
Skills
Accounting, GAAP, General Ledger, Financial Reporting, QuickBooks, Budgets, Financial Accounting, Auditing, Microsoft Excel, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Tax Preparation, Start-ups, Finance, Cash Flow Forecasting, Small Business, Internal Controls, Financial Analysis, Tax
Education
University of California, Los Angeles 2002 — 2006
Delphi Academy
William Burnette, MBA's moss adams Experience December 2004 - June 2005
Job Senior Accounting Analyst Supervisor
Industry Hospital & Health Care
Experience
Rady Children's Hospital November 2012 - Present
Cal/West Seeds, a subsidiary of DOW AgroSciences December 2011 - September 2012
California State Employees January 2010 - October 2011
Community Alliance with Family January 2008 - December 2009
Macias Gini and O'Connell June 2005 - October 2008
Moss Adams December 2004 - June 2005
Skills
QuickBooks, GAAP, Tax Research, Auditing, Accounting, Financial Statements, Leadership, Tax, Budgets, Financial Analysis, Tax Preparation, PeopleSoft, Finance, Account Reconciliation, Financial Reporting, Management, General Ledger
Education
University of Phoenix 2007 — 2008
Master, Business Administration
University of Phoenix 2002 — 2004
Bachelors of Science, Accountancy
Rady Children's Hospital November 2012 - Present
Cal/West Seeds, a subsidiary of DOW AgroSciences December 2011 - September 2012
California State Employees January 2010 - October 2011
Community Alliance with Family January 2008 - December 2009
Macias Gini and O'Connell June 2005 - October 2008
Moss Adams December 2004 - June 2005
Skills
QuickBooks, GAAP, Tax Research, Auditing, Accounting, Financial Statements, Leadership, Tax, Budgets, Financial Analysis, Tax Preparation, PeopleSoft, Finance, Account Reconciliation, Financial Reporting, Management, General Ledger
Education
University of Phoenix 2007 — 2008
Master, Business Administration
University of Phoenix 2002 — 2004
Bachelors of Science, Accountancy
Harriet Strothers's moss adams Experience September 2007 - January 2014
Job Principal at Delap LLP
Industry Accounting
Experience
Delap LLP February 2014 - Present
Moss Adams September 2007 - January 2014
Schnitzer Steel 2005 - 2007
The Ryland Group 1991 - 2005
Skills
Tax Research, Tax, Corporate Tax, Partnership Taxation, CPA, GAAP, Income Tax, Tax Accounting, SEC filings, Sales & Use Tax, State Tax Planning, Sales Tax, State Tax, Use Tax, Tax Credits, Property Tax, S Corporations, Multi-state tax returns, Tax Returns
Education
Drexel University 1977 — 1981
Delap LLP February 2014 - Present
Moss Adams September 2007 - January 2014
Schnitzer Steel 2005 - 2007
The Ryland Group 1991 - 2005
Skills
Tax Research, Tax, Corporate Tax, Partnership Taxation, CPA, GAAP, Income Tax, Tax Accounting, SEC filings, Sales & Use Tax, State Tax Planning, Sales Tax, State Tax, Use Tax, Tax Credits, Property Tax, S Corporations, Multi-state tax returns, Tax Returns
Education
Drexel University 1977 — 1981
Sandy Sup's moss adams Experience Senior AccountantMoss-Adams LLP2007 - Present
Job Senior Accountant at MossAdams
Industry Accounting
Experience
Moss-Adams Senior AccountantMoss-Adams LLP2007 - Present
Education
California State University-Sacramento 1989 — 1993
Moss-Adams Senior AccountantMoss-Adams LLP2007 - Present
Education
California State University-Sacramento 1989 — 1993
Teresa Huff's moss adams Experience December 2007 - March 2008
Job Hosting, Event Planning, Food Preparation, Networking/Social Media
Industry Events Services
Experience
Seattle Mortgage Company, LLC February 2009 - March 2011
DeLaurenti*s Specialty Food Store March 2008 - February 2009
Moss Adams December 2007 - March 2008
SouthStar Funding July 2002 - March 2007
Education
Georgia Perimeter College
South Gwinnett High School
Diploma
Seattle Mortgage Company, LLC February 2009 - March 2011
DeLaurenti*s Specialty Food Store March 2008 - February 2009
Moss Adams December 2007 - March 2008
SouthStar Funding July 2002 - March 2007
Education
Georgia Perimeter College
South Gwinnett High School
Diploma
Celeste Costumbrado Antonucci's moss adams Experience 2005 - 2006
Job Accounting Professional
Industry Accounting
Experience
HoA Charity October 2014 - May 2015
CONEXUS (Talent Acquisition Solutions) November 2012 - August 2013
Bobrick Washroom Equipment, Inc. April 2011 - April 2012
Bobrick Washroom Equipment, Inc. November 2009 - April 2011
Bobrick Washroom Equipment, Inc. January 2008 - October 2009
Holthouse Carlin & Van Trigt LLP 2006 - 2007
Moss Adams 2005 - 2006
Stuart A. Ditsky, CPA 2003 - 2004
Motion Picture Industry Pension & Health Plans February 2001 - November 2002
Skills
Accounts Payable, Microsoft Office, Recruiting, Permanent Placement, Business Development, Accounting, Account Reconciliation, Financial Reporting
Education
Loyola Marymount University 1997 — 2000
BS, Accounting
Loyola Marymount University, College of Business Administration
HoA Charity October 2014 - May 2015
CONEXUS (Talent Acquisition Solutions) November 2012 - August 2013
Bobrick Washroom Equipment, Inc. April 2011 - April 2012
Bobrick Washroom Equipment, Inc. November 2009 - April 2011
Bobrick Washroom Equipment, Inc. January 2008 - October 2009
Holthouse Carlin & Van Trigt LLP 2006 - 2007
Moss Adams 2005 - 2006
Stuart A. Ditsky, CPA 2003 - 2004
Motion Picture Industry Pension & Health Plans February 2001 - November 2002
Skills
Accounts Payable, Microsoft Office, Recruiting, Permanent Placement, Business Development, Accounting, Account Reconciliation, Financial Reporting
Education
Loyola Marymount University 1997 — 2000
BS, Accounting
Loyola Marymount University, College of Business Administration
Cindy Lazares's moss adams Experience 1980 - 1982
Job Owner, Lazares Companies
Industry Accounting
Experience
Lazares Companies DirectorFocus Business Bank2005 - Present
CBIZ 2003 - 2006
Shilling and Kenyon/SK Consulting October 1982 - June 2005
Moss Adams 1980 - 1982
Arthur Young and Co 1976 - 1980
Skills
Loans, Mergers, Management, Banking, Financial Analysis, Credit, Private Banking, Real Estate, Strategic Planning, Mergers & Acquisitions, Accounting, Commercial Lending, Investments, Business Strategy, Credit Analysis, Revenue Recognition, Investment Properties
Education
San Jose State University
Lazares Companies DirectorFocus Business Bank2005 - Present
CBIZ 2003 - 2006
Shilling and Kenyon/SK Consulting October 1982 - June 2005
Moss Adams 1980 - 1982
Arthur Young and Co 1976 - 1980
Skills
Loans, Mergers, Management, Banking, Financial Analysis, Credit, Private Banking, Real Estate, Strategic Planning, Mergers & Acquisitions, Accounting, Commercial Lending, Investments, Business Strategy, Credit Analysis, Revenue Recognition, Investment Properties
Education
San Jose State University
Simon Bai, CPA's moss adams Experience November 2003 - June 2007
Job Assistant Controller at PACCAR Parts Division
Industry Banking
Experience
PACCAR Parts Division March 2013 - Present
Paccar Financial Corporation August 2011 - February 2013
Boston Private Bank December 2007 - August 2011
Clearwire July 2007 - December 2007
Moss Adams November 2003 - June 2007
Microsoft Corporation April 2003 - November 2003
Tucker Alan Inc September 1999 - May 2002
Education
University of Washington 2009 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 1993 — 1998
BS, Economics - International
PACCAR Parts Division March 2013 - Present
Paccar Financial Corporation August 2011 - February 2013
Boston Private Bank December 2007 - August 2011
Clearwire July 2007 - December 2007
Moss Adams November 2003 - June 2007
Microsoft Corporation April 2003 - November 2003
Tucker Alan Inc September 1999 - May 2002
Education
University of Washington 2009 — 2012
Master of Business Administration (MBA)
University of California, Los Angeles 1993 — 1998
BS, Economics - International
Joe Standley's moss adams Experience Senior Tax ManagerMoss Adams1994 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams Senior Tax ManagerMoss Adams1994 - Present
IRS 1987 - 1992
Education
The University of Texas at San Antonio 1983 — 1986
Moss Adams Senior Tax ManagerMoss Adams1994 - Present
IRS 1987 - 1992
Education
The University of Texas at San Antonio 1983 — 1986
Stacy Bowman's moss adams Experience 2008 - Present
Job Consultant at AgreeYa Solutions
Industry Management Consulting
Experience
AgreeYa Solutions Director of Human ResourcesCalifornia Independent System Operator
Moss Adams 2008 - Present
Education
University of California, Davis
AgreeYa Solutions Director of Human ResourcesCalifornia Independent System Operator
Moss Adams 2008 - Present
Education
University of California, Davis
Richard Croghan's moss adams Experience September 2005 - Present
Job Partner at Moss Adams
Industry Accounting
Experience
Moss Adams September 2005 - Present
Ernst & Young 1990 - 2003
Skills
Tax, Corporate Tax, CPA, Tax Accounting, Public Companies
Education
Loyola University Chicago School of Law 1987 — 1990
JD, Law
University of Dayton 1983 — 1986
Moss Adams September 2005 - Present
Ernst & Young 1990 - 2003
Skills
Tax, Corporate Tax, CPA, Tax Accounting, Public Companies
Education
Loyola University Chicago School of Law 1987 — 1990
JD, Law
University of Dayton 1983 — 1986
Shannon Catalano's moss adams Experience 2002 - 2004
Job Corporate Controller at Mitek Systems
Industry Telecommunications
Experience
Mitek Systems September 2015 - Present
Entropic Communications June 2014 - May 2015
Accelrys March 2008 - June 2014
Peregrine Semiconductor November 2007 - March 2008
Accelrys January 2007 - October 2007
PricewaterhouseCoopers March 2004 - December 2006
Moss Adams 2002 - 2004
Accounting Consultant 2000 - 2002
Isis Pharmaceuticals 1997 - 1999
Skills
SEC reporting, SOX, GAAP, Process Improvement, Investor Relations, SEC filings, Financial Analysis, Mergers and Acquisitions, Sarbanes-Oxley Act, Internal Controls, Accounting, Payroll, Account Reconciliation, Mergers & Acquisitions, Auditing, Due Diligence, Tax, Revenue Recognition, US GAAP, Consolidation, SEC Filings, SOX 404, GAAP Standards, SEC Financial Reporting
Education
Concordia University-Irvine 1993 — 1997
BS, Business Administration, Emphasis in Accounting
Orange Glen High School 1989 — 1993
Mitek Systems September 2015 - Present
Entropic Communications June 2014 - May 2015
Accelrys March 2008 - June 2014
Peregrine Semiconductor November 2007 - March 2008
Accelrys January 2007 - October 2007
PricewaterhouseCoopers March 2004 - December 2006
Moss Adams 2002 - 2004
Accounting Consultant 2000 - 2002
Isis Pharmaceuticals 1997 - 1999
Skills
SEC reporting, SOX, GAAP, Process Improvement, Investor Relations, SEC filings, Financial Analysis, Mergers and Acquisitions, Sarbanes-Oxley Act, Internal Controls, Accounting, Payroll, Account Reconciliation, Mergers & Acquisitions, Auditing, Due Diligence, Tax, Revenue Recognition, US GAAP, Consolidation, SEC Filings, SOX 404, GAAP Standards, SEC Financial Reporting
Education
Concordia University-Irvine 1993 — 1997
BS, Business Administration, Emphasis in Accounting
Orange Glen High School 1989 — 1993
Frank Sanger, CPA's moss adams Experience January 2002 - December 2003
Job Corporate Accounting Group Manager at Intuit
Industry Accounting
Experience
Intuit September 2013 - Present
Intuit January 2009 - August 2013
Intuit January 2007 - December 2008
Deloitte & Touche January 2004 - December 2006
Moss Adams January 2002 - December 2003
Skills
Accounting, General Ledger, Sarbanes-Oxley Act, Financial Reporting, GAAP, Revenue Recognition
Education
San Diego State University-California State University 1999 — 2001
Intuit September 2013 - Present
Intuit January 2009 - August 2013
Intuit January 2007 - December 2008
Deloitte & Touche January 2004 - December 2006
Moss Adams January 2002 - December 2003
Skills
Accounting, General Ledger, Sarbanes-Oxley Act, Financial Reporting, GAAP, Revenue Recognition
Education
San Diego State University-California State University 1999 — 2001
Michelle Masuo's moss adams Experience March 2008 - June 2008
Job Consultant and Student at Coursera
Industry Information Technology and Services
Experience
Coursera and DuoLingo January 2012 - Present
msnbc.com September 2010 - February 2011
Anu Resources Unlimited January 2009 - August 2010
Zones August 2008 - January 2009
Moss Adams March 2008 - June 2008
Skills
Customer Service, Troubleshooting, Technical Support, Windows 7, Hardware, Software Installation, Help Desk Support, Active Directory, Networking, Printers, Servers, Windows XP, System Administration, Windows Server, SharePoint, Information Technology, Citrix, Data Center, Computer Hardware, System Deployment, CompTIA A+, Windows, Operating Systems, VPN, VoIP, VMware, Microsoft Office, Software Documentation, Visio, Documentation, Software, DHCP, Team Leadership, Computer Repair, Wireless, Cabling, IT Operations, Laptops, Training, Routers, Security, Windows Vista, Problem Solving
Education
University of Alaska Anchorage 2002 — 2005
AAS, Technology, Electronics, Computer Technology
University of Alaska Anchorage 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Technology
High School
High School
Coursera and DuoLingo January 2012 - Present
msnbc.com September 2010 - February 2011
Anu Resources Unlimited January 2009 - August 2010
Zones August 2008 - January 2009
Moss Adams March 2008 - June 2008
Skills
Customer Service, Troubleshooting, Technical Support, Windows 7, Hardware, Software Installation, Help Desk Support, Active Directory, Networking, Printers, Servers, Windows XP, System Administration, Windows Server, SharePoint, Information Technology, Citrix, Data Center, Computer Hardware, System Deployment, CompTIA A+, Windows, Operating Systems, VPN, VoIP, VMware, Microsoft Office, Software Documentation, Visio, Documentation, Software, DHCP, Team Leadership, Computer Repair, Wireless, Cabling, IT Operations, Laptops, Training, Routers, Security, Windows Vista, Problem Solving
Education
University of Alaska Anchorage 2002 — 2005
AAS, Technology, Electronics, Computer Technology
University of Alaska Anchorage 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Technology
High School
High School
Darren Ettore's moss adams Experience 2008 - 2010
Job Senior Provider Auditor at Novitas Solutions, Inc.
Industry Insurance
Experience
Novitas Solutions, Inc. 2011 - Present
Moss Adams 2008 - 2010
Highmark Blue Cross Blue Shield 2000 - 2008
Carnegie Mellon University 1999 - 2000
Blue Cross Blue Shield 1995 - 1998
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Accounting
Novitas Solutions, Inc. 2011 - Present
Moss Adams 2008 - 2010
Highmark Blue Cross Blue Shield 2000 - 2008
Carnegie Mellon University 1999 - 2000
Blue Cross Blue Shield 1995 - 1998
Education
Indiana University of Pennsylvania 1991 — 1995
BS, Accounting
Dan Zeamer's moss adams Experience 1997 - 2006
Job CFO & General Manager CoOwner at Banks Lumber Company
Industry Paper & Forest Products
Experience
Banks Lumber Company October 2013 - Present
Zeamer Consulting Services, Inc. October 2008 - September 2013
Holland Partner Group April 2006 - September 2008
Moss Adams 1997 - 2006
Skills
CPA, Contract Negotiation, Strategic Planning, Product profit margin..., Cost Control, Financial Reporting, Financial & Operational..., GAAP, Assurance, US GAAP, Accounting, S Corporations, Auditing, Financial Statements, Internal Controls, Due Diligence, Financial Accounting, Forecasting, Variance Analysis
Education
University of Idaho 1992 — 1997
B.S., Accounting
Banks Lumber Company October 2013 - Present
Zeamer Consulting Services, Inc. October 2008 - September 2013
Holland Partner Group April 2006 - September 2008
Moss Adams 1997 - 2006
Skills
CPA, Contract Negotiation, Strategic Planning, Product profit margin..., Cost Control, Financial Reporting, Financial & Operational..., GAAP, Assurance, US GAAP, Accounting, S Corporations, Auditing, Financial Statements, Internal Controls, Due Diligence, Financial Accounting, Forecasting, Variance Analysis
Education
University of Idaho 1992 — 1997
B.S., Accounting
Laura Callahan's moss adams Experience October 2000 - June 2001
Job Finance Manager at TMobile
Industry Telecommunications
Experience
T-Mobile April 2013 - Present
T-Mobile August 2006 - July 2009
T-Mobile August 2004 - May 2006
T-Mobile June 2001 - August 2004
Moss Adams October 2000 - June 2001
GE Financial Assurance September 1998 - October 2000
NBBJ December 1996 - September 1998
USDA 1994 - 1996
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Cross-functional..., Training Leadership, Budgets, Accounting, Strategic Financial..., Proofreading, Management, Finance, Editing, Project Planning, Microsoft Word, Spreadsheets
Education
Ohio Northern University 1991 — 1996
Bachelor of Arts, Biology and Music
T-Mobile April 2013 - Present
T-Mobile August 2006 - July 2009
T-Mobile August 2004 - May 2006
T-Mobile June 2001 - August 2004
Moss Adams October 2000 - June 2001
GE Financial Assurance September 1998 - October 2000
NBBJ December 1996 - September 1998
USDA 1994 - 1996
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Cross-functional..., Training Leadership, Budgets, Accounting, Strategic Financial..., Proofreading, Management, Finance, Editing, Project Planning, Microsoft Word, Spreadsheets
Education
Ohio Northern University 1991 — 1996
Bachelor of Arts, Biology and Music
Spencer Endicott's moss adams Experience June 2008 - June 2012
Job Senior Manager, Audit Services
Industry Accounting
William Brayman's moss adams Experience 2008 - 2008
Job Investment Advisor Representative at Cooper McManus
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Cooper McManus May 2012 - Present
Moss Adams LLP April 2008 - August 2009
Clark, Brayman and Associates April 2000 - February 2008
moss adams 2008 - 2008
Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1991
Bachelor of Science (BS)
Securities America, Inc. Member FINRA/SIPC May 2012 - Present
Cooper McManus May 2012 - Present
Moss Adams LLP April 2008 - August 2009
Clark, Brayman and Associates April 2000 - February 2008
moss adams 2008 - 2008
Skills
Financial Planners, Personal Financial..., Strategic Financial..., Estate Planning
Education
University of Rhode Island - College of Business Administration 1986 — 1991
Bachelor of Science (BS)
jimmy gadinas's moss adams Experience January 2011 - December 2011
Job creator cool james [music]
Industry Music
Experience
cool james [music] September 1988 - Present
Mark's Bookkeeping Service, LLC February 2013 - Present
Music Dealers September 2012 - March 2013
Moss Adams January 2011 - December 2011
Skills
Self-driven, Entrepreneurship, Social Networking, Financial Accounting, Music Production, Video Production, Video Editing, Audio Editing, Music Licensing, Music Publishing, Jazz Piano, Composition, Audio Visual Support, Special Events..., Music
Education
Gonzaga University - School of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Gonzaga University 2006 — 2010
Jazz Minor, Piano
cool james [music] September 1988 - Present
Mark's Bookkeeping Service, LLC February 2013 - Present
Music Dealers September 2012 - March 2013
Moss Adams January 2011 - December 2011
Skills
Self-driven, Entrepreneurship, Social Networking, Financial Accounting, Music Production, Video Production, Video Editing, Audio Editing, Music Licensing, Music Publishing, Jazz Piano, Composition, Audio Visual Support, Special Events..., Music
Education
Gonzaga University - School of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Gonzaga University 2006 — 2010
Jazz Minor, Piano
Linda Lamar's moss adams Experience January 1983 - Present
Job Office Manager at Moss Adams
Industry Accounting
Experience
Moss Adams January 1983 - Present
Moss Adams LLP 1983 - 2012
Moss Adams LLP 1983 - 2012
Education
Fullerton College
AA, Liberal Arts
Moss Adams January 1983 - Present
Moss Adams LLP 1983 - 2012
Moss Adams LLP 1983 - 2012
Education
Fullerton College
AA, Liberal Arts
Jeannine Grinnell, CPA's moss adams Experience 1992 - 1994
Job Vice President of Finance/Treasurer and Superintendent
Industry Hospital & Health Care
Experience
UW Medicine/Valley Medical Center July 2011 - Present
Public Hospital District No. 1 of King County December 2011 - Present
Valley Medical Center October 2000 - July 2011
Washington State Auditor's Office May 1994 - October 2000
Moss Adams 1992 - 1994
Skills
Healthcare, Healthcare Management, Hospitals, Financial Accounting, Corporate Finance, Corporate Budgeting, Government Auditing, Auditing, Audit Management, Investments
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration (B.B.A.), Accounting/Marketing
University of Washington
UW Medicine/Valley Medical Center July 2011 - Present
Public Hospital District No. 1 of King County December 2011 - Present
Valley Medical Center October 2000 - July 2011
Washington State Auditor's Office May 1994 - October 2000
Moss Adams 1992 - 1994
Skills
Healthcare, Healthcare Management, Hospitals, Financial Accounting, Corporate Finance, Corporate Budgeting, Government Auditing, Auditing, Audit Management, Investments
Education
Pacific Lutheran University - School of Business
Bachelor of Business Administration (B.B.A.), Accounting/Marketing
University of Washington
Leeanna Caldwell's moss adams Experience January 2002 - November 2013
Job Senior Tax Manager, Langenhorst & SelfMerritt CPAs, P.S.
Industry Accounting
Experience
Langenhorst & Self-Merritt, CPAs, P.S. November 2013 - Present
Moss Adams January 2002 - November 2013
Skills
Tax Research, Tax Accounting, Tax, Partnership Taxation, Income Tax, CPA, Corporate Tax, Financial Accounting, Internal Controls, Tax Preparation
Education
Gonzaga University - School of Business Administration 2000 — 2003
BA, Accounting
Langenhorst & Self-Merritt, CPAs, P.S. November 2013 - Present
Moss Adams January 2002 - November 2013
Skills
Tax Research, Tax Accounting, Tax, Partnership Taxation, Income Tax, CPA, Corporate Tax, Financial Accounting, Internal Controls, Tax Preparation
Education
Gonzaga University - School of Business Administration 2000 — 2003
BA, Accounting
Neal Berniker, CPA's moss adams Experience January 1985 - February 1989
Job Controller at Creative Recreation Inc.
Industry Accounting
Experience
Creative Recreation Inc. May 2012 - Present
Lambs & Ivy June 2010 - May 2012
Human Touch, LLC December 2003 - May 2010
The Goetzman Group October 2000 - November 2003
Sports Source, Inc. July 1996 - October 2000
Wareforce, Inc. September 1992 - July 1996
Artime USA March 1989 - August 1992
Moss Adams January 1985 - February 1989
Skills
External Audit, Payroll, Cash Management, Accounting, Auditing, Financial Statements, Budgets, Finance, Business Development, SAP Business One, Epicor, A2000, CPA, Risk Management, Paychex Preview, Microsoft Excel, Microsoft Word, GAAP, Financial Reporting, General Ledger, Account Reconciliation, Forecasting, Accounts Receivable
Education
Certified Public Accountant, California
California State University-Northridge
Bachelor of Science, Finance
Creative Recreation Inc. May 2012 - Present
Lambs & Ivy June 2010 - May 2012
Human Touch, LLC December 2003 - May 2010
The Goetzman Group October 2000 - November 2003
Sports Source, Inc. July 1996 - October 2000
Wareforce, Inc. September 1992 - July 1996
Artime USA March 1989 - August 1992
Moss Adams January 1985 - February 1989
Skills
External Audit, Payroll, Cash Management, Accounting, Auditing, Financial Statements, Budgets, Finance, Business Development, SAP Business One, Epicor, A2000, CPA, Risk Management, Paychex Preview, Microsoft Excel, Microsoft Word, GAAP, Financial Reporting, General Ledger, Account Reconciliation, Forecasting, Accounts Receivable
Education
Certified Public Accountant, California
California State University-Northridge
Bachelor of Science, Finance
Richard Mariscal's moss adams Experience May 1999 - April 2006
Job Merchant Services/PCI Manager at USC
Industry Consumer Electronics
Experience
University of Southern California September 2013 - Present
SRS Labs, Inc. (acquired by DTS Inc. July 2012) January 2008 - March 2013
Universal Music Group March 2006 - December 2007
Moss Adams May 1999 - April 2006
Skills
Licensing, Royalties, Intellectual Property, Consumer Electronics, Auditing, Accounting, Due Diligence, Contract Negotiation, Forecasting, Strategic Partnerships, Entertainment, Mergers, Microsoft Excel, Mergers & Acquisitions, Salesforce.com, Internal Controls, Cross-functional Team..., Executive Management, Trademark Infringement, Forensic Analysis, Best Practices, Bilingual-English/Spanis..., Cross Training..., Problem Solving Acumen, Complex Royalty..., Demonstrated Legal..., Audit Program..., Product Management, Business Process..., Revenue Recognition, Analytics, Finance, Management, Corporate Governance, Leadership, Start-ups
Education
California State University-Los Angeles 1990 — 1995
Bachelor of Science (BS), Corporate Finance
University of Southern California
University of Southern California
University of Southern California September 2013 - Present
SRS Labs, Inc. (acquired by DTS Inc. July 2012) January 2008 - March 2013
Universal Music Group March 2006 - December 2007
Moss Adams May 1999 - April 2006
Skills
Licensing, Royalties, Intellectual Property, Consumer Electronics, Auditing, Accounting, Due Diligence, Contract Negotiation, Forecasting, Strategic Partnerships, Entertainment, Mergers, Microsoft Excel, Mergers & Acquisitions, Salesforce.com, Internal Controls, Cross-functional Team..., Executive Management, Trademark Infringement, Forensic Analysis, Best Practices, Bilingual-English/Spanis..., Cross Training..., Problem Solving Acumen, Complex Royalty..., Demonstrated Legal..., Audit Program..., Product Management, Business Process..., Revenue Recognition, Analytics, Finance, Management, Corporate Governance, Leadership, Start-ups
Education
California State University-Los Angeles 1990 — 1995
Bachelor of Science (BS), Corporate Finance
University of Southern California
University of Southern California
Mary Bartlett, CPA's moss adams Experience January 2006 - September 2006
Job Consultant at Electric Mirror, LLC
Industry Accounting
Experience
Electric Mirror, LLC May 2013 - Present
Robert Half - Financial Services Group July 2012 - May 2013
Madfiber July 2011 - May 2012
Amazon.com July 2009 - August 2011
Peterson Sullivan LLP September 2006 - October 2008
Moss Adams January 2006 - September 2006
Skills
Account Reconciliation, General Ledger, Process Improvement, Accounting, Financial Reporting, Variance Analysis, Accounts Payable, Internal Audit, Auditing
Education
Pacific Lutheran University - School of Business 2003 — 2005
BBA, Accounting
Cascadia Community College 2001 — 2003
AIS, Integrated Studies
Electric Mirror, LLC May 2013 - Present
Robert Half - Financial Services Group July 2012 - May 2013
Madfiber July 2011 - May 2012
Amazon.com July 2009 - August 2011
Peterson Sullivan LLP September 2006 - October 2008
Moss Adams January 2006 - September 2006
Skills
Account Reconciliation, General Ledger, Process Improvement, Accounting, Financial Reporting, Variance Analysis, Accounts Payable, Internal Audit, Auditing
Education
Pacific Lutheran University - School of Business 2003 — 2005
BBA, Accounting
Cascadia Community College 2001 — 2003
AIS, Integrated Studies
Phillip Massari's moss adams Experience January 2013 - Present
Job Assurance Senior at Moss Adams
Industry Accounting
Experience
Moss Adams January 2013 - Present
Moss Adams LLP January 2011 - December 2012
Steven P Massari, CPA December 2009 - January 2011
Red Bull May 2009 - October 2009
FUEL TV July 2008 - May 2009
Spyder Surf Shop September 2006 - May 2009
Loyola Marymount University November 2005 - May 2007
Luwa USA, Inc. May 2006 - October 2006
Skills
Accounting, GAAP, Research, US GAAP, SEC Filings, Auditing, Internal Controls, Financial Reporting
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
John Felice Rome Center 2008 — 2008
n/a, Italian Culture
Moss Adams January 2013 - Present
Moss Adams LLP January 2011 - December 2012
Steven P Massari, CPA December 2009 - January 2011
Red Bull May 2009 - October 2009
FUEL TV July 2008 - May 2009
Spyder Surf Shop September 2006 - May 2009
Loyola Marymount University November 2005 - May 2007
Luwa USA, Inc. May 2006 - October 2006
Skills
Accounting, GAAP, Research, US GAAP, SEC Filings, Auditing, Internal Controls, Financial Reporting
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
John Felice Rome Center 2008 — 2008
n/a, Italian Culture
Tad Jacroux's moss adams Experience 2008 - 2010
Job Certified Public Accountant
Industry Accounting
Experience
Loveridge, Hunt & Co 2012 - Present
Evergreen Risk Management 2010 - 2012
Moss Adams 2008 - 2010
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, GAAP
Education
Washington State University - College of Business and Economics 2006 — 2008
Masters, Accounting
University of Puget Sound 2002 — 2006
BA, Business Administration
Loveridge, Hunt & Co 2012 - Present
Evergreen Risk Management 2010 - 2012
Moss Adams 2008 - 2010
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, GAAP
Education
Washington State University - College of Business and Economics 2006 — 2008
Masters, Accounting
University of Puget Sound 2002 — 2006
BA, Business Administration
sandy clemson's moss adams Experience 1995 - 1998
Job Sandy Clemson, CPA
Industry Accounting
Experience
Sandy Clemson, CPA SeniorPricewaterhouseCoopers2000 - 2002
KPMG 2000 - 2002
Perkins & Company 1998 - 2000
Moss Adams 1995 - 1998
Skills
CPA, Bookkeeping, Tax Returns, QuickBooks, Small Business, Tax Preparation, Tax
Education
Portland State University - School of Business 1990 — 1996
BS, Accounting
Mt. Hood Community College 1984 — 1990
Business
Sandy Clemson, CPA SeniorPricewaterhouseCoopers2000 - 2002
KPMG 2000 - 2002
Perkins & Company 1998 - 2000
Moss Adams 1995 - 1998
Skills
CPA, Bookkeeping, Tax Returns, QuickBooks, Small Business, Tax Preparation, Tax
Education
Portland State University - School of Business 1990 — 1996
BS, Accounting
Mt. Hood Community College 1984 — 1990
Business
Sevrina Ryan, CPA's moss adams Experience May 2007 - August 2007
Job Financial Analyst Consultant at Washington Trust Bank
Industry Financial Services
Experience
Washington Trust Bank September 2014 - Present
Washington Trust Bank August 2010 - April 2014
Moss Adams LLP August 2008 - August 2010
Moss Adams May 2007 - August 2007
Aerotek May 2006 - August 2006
Aerotek May 2005 - August 2005
Education
University of Portland 2004 — 2008
BBA, Accounting and Finance
Washington Trust Bank September 2014 - Present
Washington Trust Bank August 2010 - April 2014
Moss Adams LLP August 2008 - August 2010
Moss Adams May 2007 - August 2007
Aerotek May 2006 - August 2006
Aerotek May 2005 - August 2005
Education
University of Portland 2004 — 2008
BBA, Accounting and Finance
Eriko Miyasato's moss adams Experience October 2008 - January 2012
Job Senior Reporting Analyst at Electro Rent Corporation
Industry Accounting
Experience
Electro Rent Corporation January 2012 - October 2013
Moss Adams October 2008 - January 2012
Skills
Accounting, Financial Reporting, GAAP, US GAAP, Internal Controls, Auditing, CPA, Financial Accounting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Accounts Receivable, Revenue Recognition, Assurance
Education
California State University-Northridge 2005 — 2008
B.S. in Accountancy, Accounting
Electro Rent Corporation January 2012 - October 2013
Moss Adams October 2008 - January 2012
Skills
Accounting, Financial Reporting, GAAP, US GAAP, Internal Controls, Auditing, CPA, Financial Accounting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Accounts Receivable, Revenue Recognition, Assurance
Education
California State University-Northridge 2005 — 2008
B.S. in Accountancy, Accounting
Hu Yuting's moss adams Experience 2005 - 2007
Job Audit senior at Moss Adams
Industry Accounting
Experience
Nike 2012 - Present
Nike 2011 - 2012
Nike 2007 - 2011
Moss Adams 2005 - 2007
Deloitte & Touche Audit 2003 - 2005
Skills
CPA
Education
University of Washington 2002 — 2003
Master of Professional Accounting, Accounting
South Bank University 1998 — 2000
Bachelor's degree, Business Administration Economics Major
Nike 2012 - Present
Nike 2011 - 2012
Nike 2007 - 2011
Moss Adams 2005 - 2007
Deloitte & Touche Audit 2003 - 2005
Skills
CPA
Education
University of Washington 2002 — 2003
Master of Professional Accounting, Accounting
South Bank University 1998 — 2000
Bachelor's degree, Business Administration Economics Major
Tiffany E. Finley, Esq.'s moss adams Experience February 2007 - May 2007
Job Assessor at Los Angeles County, Executive Office of the Board of Supervisors, County Equity Oversight Panel,
Industry Legal Services
Experience
Los Angeles County, Executive Office of the Board of Supervisors, County Equity Oversight Panel, September 2013 - Present
Los Angeles City Attorney's Office June 2012 - December 2012
Appellate Division of the Los Angeles Superior Court July 2011 - May 2012
United States Court of Federal Claims January 2010 - April 2010
Phyllis J. Outlaw & Associates May 2009 - July 2009
Commodity Futures Trading Commission May 2008 - July 2008
Moss Adams February 2007 - May 2007
KPMG LLP September 2003 - June 2006
Skills
Research, Writing, Microsoft Office, Editing, Administration, LexisNexis, Westlaw, Teamwork
Education
Howard University School of Law 2007 — 2010
Juris Doctor
Clark Atlanta University 1998 — 2003
Master of Arts, Accounting, 3.6
Clark Atlanta University 1998 — 2003
Bachelor of Arts, Accounting, 3.7
Los Angeles County, Executive Office of the Board of Supervisors, County Equity Oversight Panel, September 2013 - Present
Los Angeles City Attorney's Office June 2012 - December 2012
Appellate Division of the Los Angeles Superior Court July 2011 - May 2012
United States Court of Federal Claims January 2010 - April 2010
Phyllis J. Outlaw & Associates May 2009 - July 2009
Commodity Futures Trading Commission May 2008 - July 2008
Moss Adams February 2007 - May 2007
KPMG LLP September 2003 - June 2006
Skills
Research, Writing, Microsoft Office, Editing, Administration, LexisNexis, Westlaw, Teamwork
Education
Howard University School of Law 2007 — 2010
Juris Doctor
Clark Atlanta University 1998 — 2003
Master of Arts, Accounting, 3.6
Clark Atlanta University 1998 — 2003
Bachelor of Arts, Accounting, 3.7
Nestor Moya's moss adams Experience July 2013 - Present
Job Tax Staff Accountant at Moss Adams
Industry Accounting
Experience
Moss Adams July 2013 - Present
Jump and Party June 2010 - Present
Ganze & Company February 2012 - April 2012
Education
Sonoma State University 2011 — 2011
Undergraduate, Business-Accounting
Moss Adams July 2013 - Present
Jump and Party June 2010 - Present
Ganze & Company February 2012 - April 2012
Education
Sonoma State University 2011 — 2011
Undergraduate, Business-Accounting
Anna Palermo, CPA's moss adams Experience October 2011 - October 2014
Job PCG Consultant Wells Fargo Advisors
Industry Financial Services
Experience
Moss Adams October 2011 - October 2014
Skills
ProSystem fx Tax, Tax Research, Tax Preparation, S Corporations, Partnership Taxation, Corporate Tax, Income Tax, Tax Returns, Accounting, Tax, Financial Reporting
Education
University of Missouri-Saint Louis 2011 — 2011
Master's of Business Administration
University of Missouri-Saint Louis 2005 — 2009
Bachelor of Science, Accounting
Moss Adams October 2011 - October 2014
Skills
ProSystem fx Tax, Tax Research, Tax Preparation, S Corporations, Partnership Taxation, Corporate Tax, Income Tax, Tax Returns, Accounting, Tax, Financial Reporting
Education
University of Missouri-Saint Louis 2011 — 2011
Master's of Business Administration
University of Missouri-Saint Louis 2005 — 2009
Bachelor of Science, Accounting
Justin Takao, CPA's moss adams Experience January 2013 - August 2014
Job Senior Accountant Closing Group
Industry Accounting
Experience
W. P. Carey Inc. August 2014 - Present
Moss Adams January 2013 - August 2014
Accuity LLP (Successor firm to PriceWaterhouseCoopers) September 2010 - December 2012
Lemke Chinen & Tanaka CPA, Inc January 2009 - August 2010
Skills
Auditing, CPA, Accounting, Assurance, Financial Statements, Financial Reporting, GAAP, Revenue Recognition, Financial Audits, Internal Controls
Education
University of Hawaii at Manoa
Bachelor of Business Administration, Accounting; Accounting Club
W. P. Carey Inc. August 2014 - Present
Moss Adams January 2013 - August 2014
Accuity LLP (Successor firm to PriceWaterhouseCoopers) September 2010 - December 2012
Lemke Chinen & Tanaka CPA, Inc January 2009 - August 2010
Skills
Auditing, CPA, Accounting, Assurance, Financial Statements, Financial Reporting, GAAP, Revenue Recognition, Financial Audits, Internal Controls
Education
University of Hawaii at Manoa
Bachelor of Business Administration, Accounting; Accounting Club
Sam Cage's moss adams Experience 2012 - Present
Job Executive Financial Planner at Moss Adams
Industry Financial Services
Experience
Moss Adams 2012 - Present
Skills
Wealth Management
Education
University of Arizona
Bachelor of Science (B.S.), Economics
Moss Adams 2012 - Present
Skills
Wealth Management
Education
University of Arizona
Bachelor of Science (B.S.), Economics
Angela Jerome's moss adams Experience January 2011 - April 2011
Job Staff Accountant at Prudhomme Associates CPAs
Industry Accounting
Experience
Prudhomme Associates CPAs September 2011 - Present
TGG Accounting May 2011 - September 2011
California State University San Marcos September 2010 - May 2011
Moss Adams January 2011 - April 2011
TGG Accounting October 2010 - January 2011
United States Marine Corps May 2003 - May 2007
Skills
Accounting, QuickBooks, Financial Reporting, Accounts Payable, Account Reconciliation, Accounts Receivable, GAAP, Financial Accounting, General Ledger, Auditing, Financial Analysis, Internal Controls, Tax, Bank Reconciliation, Bookkeeping, CPA, Payroll, Microsoft Excel, Accruals
Education
California State University San Marcos 2008 — 2011
Bachelor's Degree, Business Administration
Prudhomme Associates CPAs September 2011 - Present
TGG Accounting May 2011 - September 2011
California State University San Marcos September 2010 - May 2011
Moss Adams January 2011 - April 2011
TGG Accounting October 2010 - January 2011
United States Marine Corps May 2003 - May 2007
Skills
Accounting, QuickBooks, Financial Reporting, Accounts Payable, Account Reconciliation, Accounts Receivable, GAAP, Financial Accounting, General Ledger, Auditing, Financial Analysis, Internal Controls, Tax, Bank Reconciliation, Bookkeeping, CPA, Payroll, Microsoft Excel, Accruals
Education
California State University San Marcos 2008 — 2011
Bachelor's Degree, Business Administration
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson